Jex v. LBR CMMN
2013 UT 40
Utah2013Background
- Layne Jex, a heavy equipment operator for Precision Excavating, commuted in his personal pickup to a worksite ~60 miles away; the employer provided a meeting spot and a company truck for carpooling.
- Jex usually drove his own truck, transported co-workers on some occasions, carried personal tools and occasional company hydraulic fluid, and twice ran errands for Precision while on the clock.
- On the commute home in his personal truck a tire failure caused a rollover; Jex sought workers' compensation benefits which were denied under the "going and coming" rule.
- Jex argued his truck was an "instrumentality" of Precision because its use conferred benefits to the employer, bringing his commute within the course of employment.
- The ALJ and Labor Commission found employer control was minimal, the vehicle’s benefits were limited/occasional, and denied benefits; the Utah Court of Appeals affirmed and the Utah Supreme Court granted certiorari.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Whether the "going and coming" rule bars coverage for Jex's commuting injury | Jex argued exceptions apply because his vehicle was used for employer benefit, so commute was within course of employment | Precision argued ordinary commute is outside course of employment and the specific uses did not convert the vehicle to an employer instrumentality | Going and coming rule applies; commute was outside course of employment |
| Whether Jex's personal truck was an "instrumentality" of the employer (all-purpose) | Jex: carrying coworkers, tools, errands conferred benefit and made the truck an instrumentality even without formal employer control | Precision: use was occasional/employee-initiated, employer control/direction lacking, benefits not substantial or regular | Instrumentality exception requires both employer control and meaningful benefit on a sliding scale; Jex's truck was not an all-purpose instrumentality |
| Whether unresolved doubts about the law/facts require resolving in favor of claimant | Jex claimed any doubt should be resolved for coverage | Precision argued that "benefit of doubt" only applies where adjudicator reaches a genuine dead heat after full fact/law application | Court clarified benefit-of-doubt applies only to genuine, post-adjudication ties; no such close question here, so no presumption for Jex |
Key Cases Cited
- Bailey v. Industrial Commission, 398 P.2d 545 (Utah 1965) (recognized instrumentality exception where employer control and substantial service to employer were present)
- Salt Lake City Corp. v. Labor Commission, 153 P.3d 179 (Utah 2007) (discussed benefit-focused, utilitarian assessment of employer involvement in take-home vehicle context)
- Black v. McDonald’s of Layton, 733 P.2d 154 (Utah 1987) (incidental morale benefits insufficient to make activity within course of employment; employer initiative/control relevant)
- Lundberg v. Cream O’Weber/Federated Dairy Farms, Inc., 465 P.2d 175 (Utah 1970) (use of personal car not integral to business where not required)
- Moser v. Industrial Commission, 440 P.2d 23 (Utah 1968) (vehicle use found within employment where taking truck to terminal was plaintiff’s duty and necessary for business)
- Cross v. Industrial Commission, 824 P.2d 1202 (Utah Ct. App. 1992) (ride-sharing of mutual convenience not sufficient employer control/benefit to defeat going-and-coming rule)
- Whitehead v. Variable Annuity Life Ins. Co., 801 P.2d 934 (Utah 1990) (employer control and benefit are primary considerations in going-and-coming analysis)
