Jex v. Utah Labor Commission
306 P.3d 799
Utah2013Background
- Jex, a Precision Excavating heavy equipment operator, was injured in a rollover while driving home in his personal vehicle after working at a Cedar City area jobsite.
- Jex initially applied for workers’ compensation, which was denied under the going and coming rule.
- Jex argued an instrumentality exception should apply because his vehicle benefited Precision and was used for employer purposes.
- The Administrative Law Judge (ALJ) denied benefits, finding the employer did not control the vehicle use or receive a substantial benefit.
- The Utah Labor Commission and the Utah Court of Appeals affirmed, applying the going and coming rule and rejecting the instrumentality argument.
- The Utah Supreme Court reversed, adopting a sliding-scale test balancing employer control and benefits and holding Jex’s vehicle was not an instrumentality of Precision’s business.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Whether the instrumentality exception applies to a commuting injury | Jex’s vehicle was an instrumentality benefiting Precision. | The vehicle’s use was incidental and not controlled by Precision. | Not applicable; vehicle not an all-purpose instrumentality. |
| How to measure instrumentality: control and benefit under a sliding scale | Any substantial employer benefit suffices if there is some control. | Control must be present and benefits substantial. | Both factors matter on a sliding scale; need both or a strong showing of one with significant control. |
| Whether a doubt about the instrumentality exception favors coverage | There are unresolved questions that should favor coverage under the doubt doctrine. | Doubt must be resolved against coverage unless truly dead heat. | Benefit-of-the-doubt principle is narrow; apply law to facts; denial affirmed. |
Key Cases Cited
- Bailey v. Industrial Commission, 398 P.2d 545 (Utah 1965) (instrumentality requires employer control and benefits conferred)
- Salt Lake City Corp. v. Labor Commission, 153 P.3d 179 (Utah 2007) (benefit-centered, utilitarian view with employer involvement; not to be extended beyond facts)
- Whitehead v. Variable Annuity Life Ins. Co., 801 P.2d 934 (Utah 1989) (employer control as major premise in going and coming cases)
- Cross v. Indus. Comm’n, 824 P.2d 1202 (Utah Ct. App. 1992) (mutual convenience vs. employer directive; not within course of employment when not required)
- Black v. McDonald’s of Layton, 733 P.2d 154 (Utah 1987) (benefits alone not dispositive; control and connection to employment matter)
