Meridian Professional Baseball Club v. Blair Jensen ( 1999 )


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  •                                  IN THE COURT OF APPEALS
    OF THE
    STATE OF MISSISSIPPI
    NO. 1999-WC-02093-COA
    MERIDIAN PROFESSIONAL BASEBALL CLUB AND LIBERTY MUTUAL
    INSURANCE COMPANY                                      APPELLANTS
    v.
    BLAIR JENSEN                                             APPELLEE
    DATE OF JUDGMENT:           11/15/1999
    TRIAL JUDGE:                HON. ROBERT WALTER BAILEY
    COURT FROM WHICH APPEALED: LAUDERDALE COUNTY CIRCUIT COURT
    ATTORNEY FOR APPELLANTS:    MICHAEL CLAYTON BAREFIELD
    ATTORNEY FOR APPELLEE:      KEVIN LEWIS
    NATURE OF THE CASE:         CIVIL - WORKERS' COMPENSATION
    TRIAL COURT DISPOSITION:    THE CIRCUIT COURT REVERSED AND RENDERED THE
    COMMISSION'S ORDER AND HELD THAT JENSEN IS
    ENTITLED TO AN AWARD FOR TOTAL LOSS OF USE
    OF HIS LEFT ARM, OR 200 WEEKS OF PERMANENT
    DISABILITY PAYMENTS.
    DISPOSITION:                REVERSED - 10/10/2000
    MOTION FOR REHEARING FILED: 10/16/2000; denied 12/12/2000
    CERTIORARI FILED:           12/27/2000; granted 3/29/2001
    MANDATE ISSUED:
    BEFORE SOUTHWICK, P.J., BRIDGES, AND THOMAS, JJ.
    BRIDGES, J., FOR THE COURT:
    ¶1. Blair Jensen was injured while playing baseball for the Meridian Brakemen and became disabled as a
    result of this injury on July 11, 1996. Jensen filed a petition to controvert with the Workers' Compensation
    Commission, claiming that he was entitled to permanent disability payments. The trial of this matter was held
    on January 12, 1999, and was heard by an administrative law judge. The administrative judge awarded
    Jensen compensation for a twenty-five percent permanent disability to his left arm. Jensen then filed a
    petition for review before the full Commission on April 14, 1999. The order of the administrative judge was
    affirmed by the full Commission on July 14, 1999.
    ¶2. Jensen then appealed to the Circuit Court of Lauderdale County. On November 15, 1999, the court
    entered an order awarding compensation for total loss of use of Jensen's left arm. Thereafter, Meridian
    Professional Baseball Club filed an appeal with this Court alleging error on the part of the lower court in its
    award of total loss of use to Jensen.
    I. WHETHER CLAIMANT'S ABILITY TO RETURN TO THE PRECISE DUTIES OF
    HIS EMPLOYMENT AFTER INJURY TO A SCHEDULED MEMBER RESULTING IN
    A 7% MEDICAL IMPAIRMENT AUTOMATICALLY ENTITLES CLAIMANT TO AN
    AWARD FOR TOTAL LOSS OF USE OF THE SCHEDULED MEMBER?
    II. WHETHER THE CIRCUIT COURT ERRED IN DETERMINING THAT THE
    COMMISSION'S ORDER WAS CLEARLY ERRONEOUS AND CONTRARY TO THE
    OVERWHELMING WEIGHT OF THE EVIDENCE?
    FACTS
    ¶3. Jensen was employed as a professional baseball player with the Meridian Brakemen. During a
    Brakemen game, Jensen was swinging the bat when he began to feel pain in his left shoulder. The pain
    continued even after his shoulder had been iced down. It was determined that Jensen's shoulder had been
    dislocated, causing constant pain to Jensen and preventing him from playing baseball due to several
    reoccurrences of the dislocation when he would attempt to play.
    ¶4. Jensen eventually underwent surgery on his shoulder, following the advice of an orthopaedic surgeon
    with whom Jensen had consulted about his injury. After the surgery, Jensen continued physical therapy for
    his shoulder. After Jensen returned to his home in Kingsburg, California, due to his inability to continue
    playing, he saw another doctor who prescribed additional physical therapy on his shoulder. Thereafter, a
    second surgery was performed to correct problems with the hardware that was placed in his shoulder
    during the first surgery. Additional physical therapy was then necessary. Jensen, who complained of
    continual pain, numbness and discomfort, even after the second surgery, began to see other doctors, in
    search of another opinion on the injuries to his shoulder. A third surgery was recommended by one of these
    doctors, which Jensen declined to undergo.
    ¶5. Maximum medical improvement was declared by Dr. Jean Walsh on July 1, 1997. Dr. Walsh further
    professed that Jensen was "unable to return to his usual profession as a baseball catcher" and that Jensen
    should be prohibited from doing work which would require "repetitive overhead lifting." Dr. Walsh later
    rated Jensen's impairment to his left arm at seven percent. Jensen claims that this injury restricts him from his
    "chosen profession" as a baseball player.
    ¶6. Jensen further alleges that baseball had been his only usual employment at the time of the injury.
    Subsequently to his injury, however, Jensen has worked as a sales associate for a sporting goods retail
    store, a scouting director for a college athletics association, a coroner's assistant and, at the time of the filing
    of this appeal, Jensen was employed as an imaging assistant at a hospital. All of these jobs were eventually
    abandoned by Jensen, not because of his shoulder injury, but for other valid reasons unrelated to his
    physical health. Further, Jensen has lifted weights and played other team sports for recreation since his
    injury. At the time of the hearing before the Commission, Jensen was a junior at Fresno State University,
    pursuing a college degree. Dr. Walsh asserted that Jensen, while he could not return to baseball as a
    catcher, could return to another type of gainful employment.
    ¶7. The crux of Jensen's argument is that, while he may be able to perform certain types of employment
    despite the injury to his shoulder, he is eligible to receive compensation for one hundred percent permanent
    occupational loss of use of his arm as set forth by the trial court because he can no longer play baseball, his
    usual and ordinary employment.
    STANDARD OF REVIEW
    ¶8. Appellate review of workers' compensation claims is a narrow one. It is well settled that "[t]he
    Commission is the ultimate fact finder." Hardin's Bakeries v. Dependent of Harrell, 
    566 So. 2d 1261
    ,
    1264 (Miss. 1990). "Accordingly, the Commission may accept or reject an administrative judge's findings."
    
    Id.
     In the case sub judice, the Mississippi Workers' Compensation Commission affirmed the order of the
    administrative law judge after thoroughly studying the record and the applicable law. Our standard of
    review is set forth in Delta CMI v. Speck, 
    586 So. 2d 768
    , 772-73 (Miss. 1991):
    Under settled precedent, courts may not hear evidence in compensation cases. Rather, their scope of
    review is limited to a determination of whether or not the decision of the commission is supported by
    the substantial evidence. If so, the decision of the commission should be upheld. The circuit courts act
    as intermediate courts of appeal. The Supreme Court, as the circuit courts, acts as a court of review
    and is prohibited from hearing evidence or otherwise evaluating evidence and determining facts. '[W]
    hile appeals to the Supreme Court are technically from the decision of the Circuit Court, the decision
    of the commission is that which is actually under review for all practical purposes.'
    As stated, the substantial evidence rule serves as the basis for appellate review of the commission's
    order. Indeed, the substantial evidence rule in workers' compensation cases is well established in our
    law. Substantial evidence, though not easily defined, means something more than a "mere scintilla" of
    evidence, and that it does not rise to the level of 'a preponderance of the evidence.' It may be said
    that it 'means such relevant evidence as reasonable minds might accept as adequate to support a
    conclusion. Substantial evidence means evidence which is substantial, that is, affording a substantial
    basis of fact from which the fact in issue can be reasonably inferred.'
    (citations omitted).
    ¶9. "This Court will reverse an order of the Workers' Compensation Commission only where such order is
    clearly erroneous and contrary to the overwhelming weight of the evidence." Mitchell Buick, Pontiac &
    Equip. Co. v. Cash, 
    592 So. 2d 978
    , 980 (Miss. 1991).
    LEGAL ANALYSIS
    ¶10. "'Industrial' disability is the functional or medical disability as it affects the claimant's ability to perform
    the duties of employment." Walker Mfg. Co. v. Butler, 
    740 So. 2d 315
     (¶ 44)(Miss. Ct. App. 1998). The
    issue in cases such as the instant one is "the degree of loss of use of the member for wage earning
    purposes." 
    Id.
     As such, the Commission must look to the evidence as a whole to determine whether the
    claimant has the ability to perform the duties of his usual employment. Id.
    ¶11. In the case at bar, the primary dispute centers around the meaning of "usual employment." From
    Jensen's point of view, usual employment is defined as whatever employment the claimant is engaged in at
    the time of his injury. On the other hand, the Meridian Professional Baseball Club (MPBC) argues that
    usual employment is not so limited. Both parties here rely heavily on their own interpretations of the
    Mississippi Supreme Court case of McGowan v. Orleans Furniture, Inc., 
    586 So. 2d 163
     (Miss. 1991).
    We agree that the law in this area is not crystal clear and has been the subject of much confusion. However,
    while the term "usual employment" is not defined specifically for the purpose of alleviating such confusion,
    we must look further into McGowan to determine the interpretation given to this phrase by the Mississippi
    Supreme Court. Precisely, what we look to are the list of factors used by that court in determining wage
    earning capacity. Such factors include "the amount of education and training which the claimant has had, his
    inability to work, his failure to be hired elsewhere, the continuance of pain, and any other related
    circumstances." McGowan, 586 So. 2d at 167. These factors are what the court meant for the Commission
    to look to when reviewing the evidence as a whole. Id.; Piggly Wiggly v. Houston, 
    464 So. 2d 510
    , 512
    (Miss. 1985).
    ¶12. We agree with MPBC that Jensen relies too heavily on the outcome of McGowan and neglects to
    look closely at the facts which necessitate such an outcome. In that case, McGowan was granted one
    hundred percent industrial loss of use of his left leg. McGowan, 586 So. 2d at 168. The reason for this
    decision by the Mississippi Supreme Court was that the Commission had failed to consider that McGowan
    was not only limited in his profession of carpentry, but he also had limited education and no training in any
    other type of employment which he could perform despite the loss of use of his leg. As such, he was
    severely hindered in the way of a "sit down" type of job, which the court declared would be the only type of
    work he could carry out. Id. In other words, it was a concern of the court that McGowan had virtually no
    other options for employment because carpentry was, in fact, the only profession in which he had ever been
    involved. Id. Also, due to his lack of education, he was not likely to be hired for a job that would
    accommodate his injury. Id. That is not the case with Jensen.
    ¶13. Jensen urges that he held other jobs prior to his injury, such as apple packing and construction work,
    which he is also prevented from doing because of his injury. However, the fact that he has held various jobs
    following his injury that do not require such strenuous activity or physical labor peaked the interest of the
    Commission. We find that the Commission was correct in considering that Jensen is completely capable of
    performing tasks such as those involved in the jobs he has held since his injury. We conclude that this
    emphasis on Jensen's present capabilities puts him in a position where he falls outside the category in which
    the court placed McGowan. Jensen's more recent jobs have not aggravated his injury, and conversely, his
    injury has not prevented him from doing the work required. Furthermore, we take notice of the
    Commission's observation that Jensen had a higher salary in some of these jobs than he ever acquired in his
    brief stint as a baseball player. Jensen admits that he did not leave those jobs due to his injury, but rather
    because of other circumstances having nothing to do with his injury. Jensen has the potential to do well in
    the work force due to his higher education and his ability to work in diverse positions, opportunities that
    McGowan, as noted by the Mississippi Supreme Court, did not have.
    ¶14. Additionally, Jensen relies heavily on the outcome of the Piggly Wiggly case. Piggly Wiggly, 464 So.
    2d at 513. The respondent in that case was also found by the Mississippi Supreme Court to fall within
    circumstances warranting a one hundred percent industrial disability pursuant to the factors found in
    McGowan. Piggly Wiggly, 464 So. 2d at 513. Again, however, Jensen's situation is distinguishable from
    that of Mrs. Houston in the Piggly Wiggly case. Id. Houston was found by the court to have continual
    suffering from her injury with any small activity, including simply standing for long periods of time. Id. In
    addition, the court noted that Houston attempted to find other jobs, but was unable to obtain employment
    that would accommodate her injury. Id. This is not the case for Jensen. He, in fact, was not only able to
    gain other employment, but he also was able to perform the duties of these jobs without complaints of
    ceaseless pain and suffering such as Mrs. Houston claimed to endure.
    ¶15. Furthermore, we look to the facts in the case of M.T. Reed Construction Company v. Martin, 
    215 Miss. 472
    , 
    61 So. 2d 300
     (1952). The claimant's situation in that case was found by the Mississippi
    Supreme Court to merit an award of one hundred percent total loss of occupational use because of an
    injury to his leg, that is, he was "totally disabled." M.T. Reed, 
    215 Miss. at 478
    , 
    61 So. 2d at 303
    . The
    reasoning behind the court's holding was that, while it could be possible that in the future, after maximum
    recovery from his injury, Martin, the claimant, could pursue other types of jobs that would not exacerbate
    his injury, his age and the duration of his injury would ultimately prevent him from finding other gainful
    employment. 
    Id. at 475
    , 
    61 So. 2d at 301
    . More to the point, the court determined that Martin was too
    advanced in age and that by the time that his injury had subsided in order for him to work again, it would be
    unreasonable for him to learn a new trade which would accommodate his disability. 
    Id. at 478
    , 
    61 So. 2d at 303
    . Again, Jensen is easily distinguished from Martin. As previously mentioned, Jensen's injury is one that
    does not prevent him from finding any other gainful employment within a reasonable time, as with Martin.
    Time is clearly not an issue in this case as it was in M.T. Reed because Jensen has, in fact, already pursued
    other jobs since his injury. Moreover, Jensen is a very young man. He began his baseball career directly out
    of high school, sustaining his injury at the early age of twenty-one. Therefore, unlike Martin, Jensen has
    many days ahead of him to seek other jobs and continuing education, and he can learn new trades much
    more efficiently than a person of more advanced age, such as Martin.
    ¶16. We are convinced, based on the decisions of the Mississippi Supreme Court, that a claimant is not
    entitled to benefits based on a total loss of use of a scheduled member simply because he can no longer
    perform the duties of the job in which he was employed at the time of his injury. If a person who suffers
    from an injury is not able to carry out the tasks of his pre-injury employment, but can obtain other gainful
    employment with no difficulty due to appropriate education and versatility in performing job duties in other
    employment, it stands to reason that the injury from which he suffers must not be totally disabling. Jensen
    would have this Court believe and render that because he wants to be a baseball player, but he cannot do
    so due to his shoulder injury, he should be awarded a total loss. Unlike the claimants in the aforementioned
    cases, Jensen can not only obtain other gainful employment but has done those jobs with no aggravation to
    his injury. Also, Jensen has a higher education than that of the claimants with which he compares himself,
    thereby opening doors of opportunity which were not available to the previously discussed claimants.
    Jensen is a young man who has moved on to pursue a new career and carries on the activities of his life,
    such as recreational sports and physical workouts, with no further detriment to his shoulder. Additionally,
    we cannot ignore the testimony of his doctor, Dr. Walsh, who rated the loss of his arm at only a seven
    percent medical impairment and concluded that Jensen can perform the normal duties of his life and continue
    employment other than that of baseball playing or employment that requires overhead lifting. Because
    Jensen admits that he has been able to perform these post-injury jobs without incident, we are persuaded
    that he has not lost total use of his arm and is not entitled to such an award.
    ¶17. In Walker Manufacturing Co. v. Cantrell, 
    577 So. 2d 1243
    , 1247 (Miss. 1991), the Mississippi
    Supreme Court held that a reviewing court may not interfere with the decision of the Commission unless its
    action is deemed arbitrary or capricious. Here, we do not find that to be the case. In Cantrell, the
    claimant's injury is comparable to Jensen's injury in this case, with the claimant's doctor finding only a five
    percent disability rating, a mere two percent lower than Jensen's rating given by Dr. Walsh. Id. at 1248. The
    Mississippi Supreme Court declared that "[a] claimant such as Cantrell must make a reasonable effort to
    secure other comparably gainful employment." Id. at 1249. In the instant case, Jensen not only sought other
    employment, but found work on several occasions where his tasks admittedly did not interfere with his
    shoulder injury. The court in Cantrell further held that
    On the evidence, the Commission may have found Cantrell experienced no permanent partial
    occupational impairment, in which event his compensation becomes a function of his 5% medical
    impairment and the statutory directives for scheduled member injuries. Under these circumstances, we
    must reverse the judgment of the Circuit Court and direct the Commission's order be fully reinstated.
    Id.
    ¶18. It is our opinion that Jensen is not entitled to an award of total loss of use of his arm. By the standards
    offered in Cantrell, this Court tends to agree with MPBC in its assertion that Jensen probably received a
    more generous award from the administrative judge and the Commission than was necessarily merited.
    ¶19. Because many states, including Mississippi, have not addressed our issue at bar in light of a
    professional sports setting, this Court has taken the liberty to examine the manner in which some states have
    considered the calculation of a loss of use when claimed by a professional sports player. One such opinion
    out of the state of Illinois, dealing with a claimant who was injured while playing professional football,
    addressed some of the serious concerns in such cases. Albrecht v. Industrial Commission, 
    648 N.E.2d 923
    , 924 (Ill. App. Ct. 1995). The arbitrator hearing that case determined that although the claimant was
    "forced to change careers" because of his injury, he was still not entitled to receive an award for total
    industrial loss. 
    Id.
     Interestingly, the arbitrator further opined that to calculate the industrial loss for such an
    injury would be difficult in that using other players' earnings as comparable earnings to that of the claimant
    would be "unfair because no player is guaranteed selection to the team even if he is healthy." Id.
    ¶20. On Albrecht's appeal from the arbitrator's decision, the trial court declared that
    From the moment (claimant) started playing football, (claimant) was in a position of temporary
    employment, not a career where he could anticipate continued employment as long as he desired . . .
    any presumption that 'but for' his injury claimant could have continued playing football is not applicable
    . . . [w]here no evidence exists that Petitioner would have continued in his usual and customary line of
    employment, earning his pre-injury wages, an award of wage differential [or lost wages] is not
    appropriate.
    ***
    [C]laimant here must show that, but for his injury, he would have continued his professional football
    career as an offensive lineman with the Bears after [his injury]. . . . [T]he test is the capacity to earn . .
    . . [W]e will not speculate as to what amount claimant would have earned in the years after [his injury]
    .
    Id. at 925-27. Certainly, one would say that professional baseball could be paralleled to professional
    football when considering the possible length of a player's employment as a member of a team sport where
    players are often transposed for others. In light of this decision, we are inclined to say that it would be most
    difficult to award a claimant involved in professional sports a total loss of use when it cannot be
    predetermined that the claimant would remain a member of the team even one more day after his injury. The
    concept that a player of professional team sports may be traded or terminated at the whim of coaches or
    owners for endless reasons negates the possibility of a court attempting to accurately measure how long a
    player's compensation should extend.
    ¶21. Similarly, in the Pennsylvania case of Station v. Workmen's Compensation Appeal Board, 
    608 A.2d 625
    , 627 (Pa. Commw. Ct. 1992), the court, in computing the claimant's compensation award, declared
    "[c]laimant's injury, although sufficient to disable a professional football player, is not likely to preclude a
    person of Claimant's education from eventually establishing a new and perhaps even more lucrative career
    in a less physically demanding profession." We believe that Jensen may be equated with the claimant in that
    case in that he has pursued the education required to move on to a more rewarding profession that would
    not aggravate his injury.
    ¶22. The court in Station further recognized that, in the arena of professional sports, the occupation of a
    player is one that is seasonal and uncertain. Id. at 630. We find this to be a fair assertion which applies the
    logic that a professional sports player is never assured that he will still be a part of that team or of
    professional sports in general from one day to the next. This rationale forces us to pose the inevitable
    question in the case at bar: How can a one hundred percent total loss of use award be granted for Jensen
    when there is no certainty in the idea that he would have played professional baseball for 200 weeks, or
    even the next day, after his injury? This Court will not attempt to engage in speculation as to how long
    Jensen could have played the game but for his injury. However, there is no evidence which would show us
    that this career choice by Jensen would have remained an option for him for more than a short-lived period.
    Therefore, it does not stand to reason that this Court should uphold a total loss of use award for an injury
    sustained in such an ever-changing profession.
    ¶23. The subject of workers' compensation benefits for professional athletes who are injured on the job is
    unchartered territory in our Mississippi courts which, for this case, we discovered a need to explore. This
    analysis further convinces us to go forward with our decision to reverse the findings of the lower court in this
    case and serves to supplement our agreement with the Commission that Jensen's recent jobs, activities and
    education constitute sufficient proof that calls for an award of compensation a great deal more modest than
    that of a total loss. Accordingly, we uphold the decision of the Commission and reverse the lower court
    inasmuch as we are persuaded that the Commission based its decision on substantial evidence of which we
    have reviewed in our above discussion. Thus, this Court reinstates the Commission's decision that Jensen be
    awarded a twenty-five percent occupational loss of use of his left arm, in the words of the administrative
    judge, "despite the fact that he has demonstrated that he can earn as much or more working part time while
    going to college than he was earning as a baseball player at the time of his injury."
    ¶24. THE JUDGMENT OF THE CIRCUIT COURT OF LAUDERDALE COUNTY IS
    REVERSED AND THE DECISION OF THE COMMISSION IS REINSTATED. ALL COSTS
    OF THIS APPEAL ARE ASSESSED TO THE APPELLEE.
    KING, P.J., IRVING, LEE, MYERS, PAYNE, AND THOMAS, JJ., CONCUR.
    SOUTHWICK, P.J., CONCURS WITH SEPARATE WRITTEN OPINION JOINED BY
    McMILLIN, C.J., AND IRVING, MOORE, AND PAYNE, JJ.
    SOUTHWICK, P.J., CONCURRING
    ¶25. The majority determines that former minor league baseball player Blair Jensen is not entitled to benefits
    based on a total loss of use of a scheduled member. I agree with that conclusion but find that we should
    acknowledge that several Mississippi Supreme Court precedents could be read to suggest otherwise. In
    order to explain why our ruling is consistent with the controlling principles in those prior decisions, I write
    separately.
    ¶26. One lesser concern is that at times the Court's opinion could be read to blur the distinction between the
    "substantial acts of the usual occupation" case law and the principles of total industrial disability. Those
    distinctions I will attempt to leave intact.
    ¶27. Jensen is seeking benefits that exceed the medical impairment to a scheduled member. That is a proper
    endeavor, but it requires proof of an impact on wage-earning capacity that exceeds the medical impairment
    to the member. A rule has developed for a certain type of loss of use. When a partial loss of use of a
    scheduled member results in an inability to perform the "substantial acts required of him in his usual
    occupation," the worker is entitled to the same compensation as for total loss of use of the member. E.g.,
    Piggly Wiggly v. Houston, 
    464 So.2d 510
    , 512 (Miss. 1985).
    ¶28. However, this case more starkly than any other precedent presents the issue of a worker fully able to
    be employed despite the injury, but no longer able to perform the substantial acts of at least one of his most
    recent jobs. Does language such as from Piggly Wiggly actually require that an employer and insurance
    carrier pay benefits as if there has been a total and permanent loss of use of a scheduled member if that
    person can no longer perform the old job or anything related? Is that true even though the worker is fully
    employable at many other and even better paying jobs?
    ¶29. I find that the present case, which so squarely raises the problem with the language in some of these
    cases, requires that we be more precise than the precedents have needed to be. To seek the core principle
    that these precedents are discussing, I review several of them. "Substantial acts of usual employment" is a
    concept that first appeared in an appeal when the compensation statute was only three years old. The case
    adopted a general disability insurance standard for workers' compensation use. M.T. Reed Const. Co. v.
    Martin, 
    215 Miss. 472
    , 477-78, 
    61 So.2d 300
    , 303 (1952) (citing Lipnick v. New York Life Ins. Co.,
    
    211 Miss. 833
    , 838, 
    52 So. 2d 916
    , 917 (1951) and Metropolitan Cas. Ins. Co. v. Cato, 
    113 Miss. 283
    , 
    74 So. 114
     (1917)).
    ¶30. What this standard means can be revealed by looking at its source. The insurance policy in Cato
    provided that if injuries "continuously and wholly disable and prevent the insured from performing any and
    every kind of duty pertaining to his occupation," benefits for total disability will be awarded. Cato, 74 So.
    at 116. Basically the employee would be entitled to compensation if the chosen occupation is no longer
    available. The Court then elaborated on the phrase:
    Total disability must, from the necessity of the case, be a relative matter, and must depend largely
    upon the occupation and employment in which the party insured is engaged.
    One who labors with his hands might be so disabled by a severe injury to one hand as not to be able
    to labor at all at his usual occupation, whereas a merchant or a professional man might by the same
    injury be only disabled from transacting some kinds of business pertaining to his occupation.
    Cato, 
    74 So. 114
    , 117 (quoting Wolcott v. United Life & Accident Ins Co., 
    8 N.Y.S. 263
    , 264 (1889)).
    Another quoted case that focused on an inability to perform "the substantial acts required of him in his
    business," was interpreting a policy covering bodily injury and disease, not scheduled members. Lipnick,
    
    52 So. 2d at 917
    , quoted in M. T. Reed, 
    61 So. 2d at 303
    .
    ¶31. Though the original quotations themselves and the insurance precedents from which they were taken
    were not limited to scheduled member injuries, they did define "occupation" to mean the specific usual
    employment of the insured. Even so, as the majority in the present case reveals, most of the workers'
    compensation precedents also made statements such as it "appears most unlikely that he will be able to
    pursue any other gainful employment. . . ." M. T. Reed, 
    61 So. 2d at 303
    ; Lipnick, 
    52 So. 2d at 917
     ("his
    physical condition is such that . . . common care and prudence require that he cease all work. . . ."). See
    also McGowan v. New Orleans Furniture, 
    586 So.2d 163
    , 168 (Miss. 1991) (claimant's physical
    limitations and education will make finding any other job difficult); Piggly Wiggly v. Houston, 464 So.2d at
    513 (unlikely that claimant will be able to pursue other employment); McManus v. Southern United Ice
    Co., 
    243 Miss. 576
    , 582-84, 
    138 So.2d 899
     (1962) (claimant has not worked since injury, is 63 years old
    and has a 4th grade education); Tyler v. Oden Construction Co., 
    241 Miss. 270
    , 273, 
    130 So. 2d 552
    (1961) (due to age and physical condition, unlikely claimant will be able to pursue other employment).
    ¶32. So what I find undeniable is that in these precedents a claimant because of an injury to a scheduled
    member, could not perform the usual acts of his customary employment and also could not perform
    meaningful work at all. It is probably important to remember that much of this law developed at the time
    that compensation benefits for loss of use of a scheduled member were limited to the maximum amount for
    that member, i.e., 200 weeks for injury to an arm, 175 weeks for loss of use of a leg. 
    Miss. Code Ann. § 71-3-17
    (c) (1) & (2) (Rev. 1995). Even if a worker could not perform any work at all, if that was because
    of loss of use of a scheduled member, the worker was limited to the lower benefits that apply to such
    injuries. See Smith v. Jackson Construction Co., 
    607 So. 2d 1119
    , 1126-27 (Miss. 1992). That is no
    longer the law, as total industrial disability benefits must be paid when appropriate even when the injury is to
    a scheduled member. Id. at 1129.
    ¶33. That may well mean that the focus on customary employment had something to do with what was then
    but no longer is an inflexibility in the scheduled member approach. Another basis though, suggested in the
    quote from Cato made above, is that "loss of use" must be put into a context. A national workers'
    compensation authority has made the same point:
    The trouble with these cases [that do not look at a claimant's particular trade] is that they assume that
    "loss of use" can be mechanically measured in relation to use by some hypothetical claimant. They
    assume, in other words, that the concept of "loss of use" of the hand has some fixed uniform content
    as to all human beings, regardless of age, sex, skill, or anything else. But the very word "use"
    immediately raises the question: use for what? For assembling electronic equipment? For delivering a
    karate chop? For threading a needle? For holding a pencil? For lifting a bale of cotton? These are all
    "uses," after all.
    4 Arthur Larson, Larson's Workers' Compensation Law 86-21 (1999) § 86.04[5].
    ¶34. Our statute permits recovery for partial or total loss of use of a scheduled member. 
    Miss. Code Ann. § 71-3-17
     (c) (22) & (23) (Rev. 1995). As Professor Larson indicates, this requires determining just what
    uses have been lost. To determine the relevant uses, the Commission must look at occupations in which the
    worker has for some reasonably recent time been employed. The "use" is not only those of the precise job
    at the time of injury, but can include other ones as well. If the worker was a manual laborer, then within a
    reasonable breadth of jobs requiring those skills, has the injury caused him to be unemployable? The fact
    that he worked for a specific company in a specific kind of manual labor does not limit the range of
    substantial acts of usual occupation just to the ones performed at that company. Of course, if the injury has
    caused him to be unemployable, then he is entitled to benefits outside of the scheduled member scheme.
    Smith Construction v. Jackson Constr. Co., 607 So.2d at 1128, (Miss. 1992).
    ¶35. For Blair Jensen, the evidence reasonably interpreted indicates that he was not only a minor league
    baseball player. As the majority opinion sets out, there were other entirely different employments that he
    had and likely in the future would have had even without the injury. As a matter of decided preference if not
    distinct probability, Jensen's part-time occupation as a baseball player could have led to greater things. The
    majority has discussed how other states have addressed the unique issues that arise with occupations that
    have these sorts of uncertainties. More generically, though, I find that an injured worker's inability to
    continue in one of his several occupations does not invoke the "substantial acts" doctrine if there are other
    of his occupations that are still manageable. That is true at least when as here the income from other usual
    occupations is equivalent or greater than for the relinquished one. Workers' compensation benefits, after all,
    can only be substitutes for the lost income and not for other aspects of the employment.
    ¶36. One final perspective on this case law comes from examining what the supreme court has said is the
    evidence needed to prove a claim such as Jensen makes here. One claimant was diagnosed with a five per
    cent medical impairment to his hand. Walker Mfg. v. Cantrell, 
    577 So. 2d 1243
    , 1248 (Miss. 1991). The
    claimant Cantrell sought greater benefits by testifying that this hand injury had made him unable to "perform
    the substantial acts of his employment. . . ." Id. at 1245, 1248. The supreme court upheld the Commission's
    limiting him to a five per cent partial loss of use of his hand for these reasons:
    a) Cantrell offered no evidence that he attempted "to perform his usual duties. . . . There is nothing in
    the record suggesting that following his recuperation from his last surgery Cantrell attempted, with
    Walker Manufacturing or any other employer, to perform duties like . . . those he was performing
    prior to his injury back on September 9, 1985." Id. at 1248.
    b) Second, there was no witness who corroborated that he could not perform "the usual duties of his
    customary employment." Id. Cantrell's testimony was the sole support of his claim.
    c) Finally, the Commission stated that there was no evidence that he had been "refused employment
    based upon the disability to his hand." Id. "A claimant such as Cantrell must make a reasonable effort
    to secure other comparably gainful employment. The law does not require that he move to another
    part of the state, but he must cast his eyes further than across the street. . . . The Commission was
    within its prerogatives when it interpreted Cantrell's proof as failing to establish that he was refused
    comparably gainful employment because of the disability to his hand." Id. at 1249.
    ¶37. This last item is unusual for a scheduled member injury case. A requirement of looking for other work
    does not usually appear in such case law. Another precedent permitted recovery for total loss of
    occupational use of the claimant's leg even though he had not looked for another job. McGowan, 586
    So.2d at 168. McGowan was severely limited by his leg injury and no longer could perform a large number
    of the requirements of his former job. The Court also said that there were few jobs of any sort that he could
    likely find, so a search could have been seen as futile. Id.
    ¶38. Though McGowan and Walker Mfg. could be viewed as inconsistent on the need to show a failed
    effort to search for other work, they fit together coherently if the statement in Walker Mfg. that such a
    claimant must seek other work is moderated. What in essence both mean is that when a claimant seeks
    benefits based on an enhanced occupational effect of an injury to a scheduled member, a variety of
    evidence is relevant to whether in fact the claimant is unable to perform the substantial acts of the
    employment. I find that Walker Mfg. sustains the view expressed here, that a worker making this claim
    must convince the Commission that employment comparable to his occupation prior to the time of injury
    was no longer attainable. He might not have to prove that he actually looked since that is what McGowan
    said was unnecessary. Yet he must present relevant evidence that he could not perform the jobs within his
    normal occupation -- or occupations. That in turn can be countered by relevant evidence discrediting his
    factual assertions.
    ¶39. I agree with the majority's resolution of this appeal. I offer what in my view is a clarification of the
    existing scheduled member case law. This rule upon which Jensen relies did not begin as and should not
    become an obligation for an employer to pay based on the arbitrary coincidence of whether a generally
    healthy worker after a job-related injury can still perform that precise job anymore. Where to place all the
    limits will develop as more such cases are decided. One of the limits arises from this appeal.
    ¶40. I am aware of the lost possibilities in Jensen's preferred occupation. However, insofar as worker's
    compensation law can provide, the benefits awarded here compensate him for the injury that he suffered.
    McMILLIN, C.J., IRVING, MOORE AND PAYNE, JJ., JOIN THIS SEPARATE
    OPINION.
    

Document Info

Docket Number: 1999-CT-02093-SCT

Filed Date: 11/15/1999

Precedential Status: Precedential

Modified Date: 10/30/2014