Two issues are presented: 1) whether the trial court’s refusal to give a jury instruction relieving an employer of liability for terminating an employee for misconduct discovered after the employee was terminated is grounds for reversal;
1
and 2) whether, with
FACTS
Truekstops Corporation of America (Truckstops/employer) hired Rick Mosley (Mosley/employee) as a mechanic in November of 1989. On April 5, 1990, Mosley slipped in a pit and injured his ankle. He worked the remainder of his shift and all the next day. The employee received treatment for the injury on April 7, 1990; and he contacted Truekstops on April 9, 1990, concerning his injury and medical treatment. The employer sent Mosley to a doctor who gave the employee a release to return to work; 3 and he was not scheduled to work again until April 13, and 15, 1990. The employee returned to work as scheduled, and he worked his entire shift on both dates.
At this juncture, the employee and employer differ on the facts. The employee’s version is that he attempted to contact Track-stops on April 16, 1990, in reference to his visit to the doctor, but that he was unable to reach the employer. The employee insists that on April 17,1990, he discussed his injury with Truekstops and informed them that he needed time off to recuperate. Later that same day, the employee returned to the doctor and received another limited work release. 4 . The employer contends that the employee did not show up for work on April 16, 1990, and that he did not call in. The employer denies having a conversation on April 17, 1990, concerning the employee’s need to recuperate.
The employee further asserts that he informed Truekstops on April 24,1990, that his condition had not improved and that he consulted a lawyer in reference to a workers’ compensation claim. On that same day, the employee noticed that he was not on the next weeks work schedule. On April 25, 1990, the employee retrieved his tool box from Truck-stops for safekeeping. He attempted to contact Truekstops again on April 26, 27, and 30, 1990. The employee insists that because he had not received a full paycheck for several weeks, on May 1, 1990, he inquired concerning his eligibility to obtain food stamps. It was at this time that the employee learned that he had been fired.
The employer contends that it requested that the employee work on April 20, 1990, and that he refused. Truekstops alleges that the employee did not contact them, and that he continually neglected to return to work or
It is undisputed that the employee, when filling out his application for employment on November 13, 1989, neglected to list a guilty plea to a March 20, 1981, felony. Furthermore, the employee listed a wife and two children as dependents on his health insurance enrollment, when in fact the woman was married to someone else at the time. These facts were not discovered by Truckstops until after Mosley was discharged. On July 13, 1990, the employee filed suit seeking compensation pursuant to 85 O.S.1981 §§ 5-7, 6 alleging retaliatory discharge for filing a workers’ compensation claim. Truckstops defended, contending that Mosley abandoned his employment by refusing to work after receiving a medical release and that the employee falsely completed his employment and health insurance applications. A jury returned a verdict in favor of the employee for $165,000. 7 Truckstops appealed the judgment arguing that the trial court improperly excluded a requested jury instruction.
The Court of Appeals reversed and remanded. It found that: 1) because the trial court failed properly to instruct the jury that evidence of an employee’s misconduct should be considered in determining the amount of damages, the jury was misled; 2) that the proposed instruction should not have been given, but instead, should have stated that a claimant may recover if retaliatory motivation comprised a significant factor for the termination even when other legitimate reasons are present;
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and 3) other legiti-.
I.
A JURY INSTRUCTION RELIEVING AN EMPLOYER OF LIABILITY FOR TERMINATING AN EMPLOYEE ENGAGED IN MISCONDUCT DISCOVERED AFTER THE EMPLOYEE IS TERMINATED IS DISCORDANT WITH OKLAHOMA RETALIATORY DISCHARGE JURISPRUDENCE AND GIVING THE INSTRUCTION IS REVERSIBLE ERROR.
The employer asserts that under
Truckstops’ proposed jury instruction based upon Summers would bar any relief to the employee, if he engaged in serious misconduct, even if the misconduct were not discovered until after the employee’s termination. 10 When reviewing jury instructions, the standard of review requires the consideration of the accuracy of the statement of law as well as the applicability of the instructions to the issues. The instructions are considered as a whole. 11 In giving instructions, the trial court is not required to frame issues, but it must state the law correctly. 12
In
Summers,
an employee filed suit against a former employer under Title VII for age and religious discrimination. The employer asserted that the reason for Sum
The Tenth Circuit agreed with the employer, holding that “while after-acquired evidence cannot be said to have been a ‘cause’ for Summers’ discharge in 1982, it is relevant to Summers’ claim of ‘injury,’ and does itself preclude the grant of any present relief or remedy to Summers.” Thus, the Summers case fashioned a rule that an employer may avoid all liability for a discharge based solely on unlawful motives by proving that it would have discharged the worker if it had possessed full knowledge of the circumstances existing at the time of the discharge.
While the Court of Appeals recognized that Summers differed factually from the present action, the Court found that the same issue was presented: whether an employee should be allowed to recover for wrongful termination when it is later discovered that the worker committed misconduct which would warrant termination. Although, the Court of Appeals recognized that Summers was not precedential authority, it found that it was highly persuasive and that it should be incorporated into Oklahoma’s retaliatory discharge law. 13
The
Summers
rationale has not been extended beyond the context of civil rights employment discrimination violations.
14
The purpose of workers’ compensation claims differ from civil right employment discrimina
We have never applied the
Summers
rationale to a retaliatory discharge action based on 85 O.S.1991 § 5. In
Buckner v. General Motors Corp.,
The rule of law concerning retaliatory motivations under § 5 is stated in
Thompson v. Medley Material Handling, Inc.
The employee relies on
Mantha v. Liquid Carbonic Indus.,
II.
THE INSTRUCTIONS GIVEN WERE CONSISTENT WITH OKLAHOMA RETALIATORY DISCHARGE LAW.
The employer asserts that without the requested instruction, the jury was misled as to the legal significance of the employee’s misconduct. Truckstops insists that the jury heard evidence regarding Mosley’s admitted falsifications of his employment application and his health insurance form, and that without the proposed instruction it could not fully consider the employee’s misconduct contrasted to his claim for relief. The employee contends that the instructions that were given allowed the jury to fully consider evidence of his misconduct.
Instructions are explanations of the law of a case which enable a jury to understand its duty and to arrive at a correct conclusion.
21
The instructions need not be ideal, but they must reflect the Oklahoma law regarding the subject at issue.
22
The employee brought an action for retaliatory discharge for filing a workers’ compensation claim. The rule of law concerning retaliatory discharge is stated in
Buckner v. General Motors Corp.,
Here, the jury was instructed that: 1) the burden is on the employee to establish by a preponderance of the evidence the elements necessary to establish a claim under § 5; 23 2) the defendant may discharge an employee because an employee is absent from work, even when the absence is caused by injury and medical treatment; and 3) the defendant may show the employee’s discharge was for additional legitimate, non-retaliatory reasons. 24
The standard of review is whether there is a probability that the jury was mislead and thereby reached a different result than it would have reached but for the error.
25
Where there is any competent evi-
CONCLUSION
This Court has promulgated decisions related to employment discrimination under 85 O.S.1991 § 5. We have not adopted a Summers rationale, nor has Summers been extended to workers’ compensation actions. Applying a Summers-based jury instruction to retaliatory discharge actions would clearly violate established Oklahoma retaliatory jurisprudence. A jury instruction which relieves an employer of liability for terminating an employee engaged in misconduct discovered after the employee was terminated is inopposite to Oklahoma law and giving the instruction is reversible error.
Testimony and evidence presented at trial may have suggested a retaliatory motive. Because the instructions that were given fairly reflected Oklahoma retaliatory discharge law, we cannot say that a jury relying on the instructions given would have been misled or reached a different result had the instructions been worded differently.
We do not affirm the trial court judgment. Instead we remand the cause to the Court of Appeals. We do so because, in addition to the instruction issue, Truckstops challenged on appeal the propriety of awarding punitive damages. Because the Court of Appeals reversed and remanded based on the instruction issue, the issue of punitive damages was not visited. We note that our recent decision in
Hough v. Leonard,
CERTIORARI PREVIOUSLY GRANTED; COURT OF APPEALS OPINION VACATED IN PART AND MATTER REMANDED TO COURT OF APPEALS FOR PROCEEDINGS CONSISTENT WITH THIS OPINION.
Notes
. Truckstops’ proposed jury instruction based on the holding of
Summers v. State Farm Mut. Auto. Ins. Co.,
"If you find that the Plaintiff committed acts which constituted serious and pervasive misconduct and if you further find that the defendant employer would have been justified in terminating the employment of the plaintiff based upon this serious and pervasive misconduct, you must find the plaintiff is not entitled to any relief. In considering the acts of the plaintiff, you should consider acts which were committed by the plaintiff, even if those acts were not discovered by the defendant employeruntil after the plaintiffs employment terminated.” (Emphasis supplied.)
.The instruction given on the issue of other legitimate reasons which the employer may discharge an employee provides:
"You are further instructed that the applicable statutes do not prohibit an employer such as Defendant from discharging an employee such as Plaintiff because the employee is absent from work, even when the absence is caused by compensated injury and medical treatment.
Also, Defendant may show that the Plaintiffs discharge was for additional legitimate non-retaliatory reasons, such as Plaintiffs inability to perform assigned duties, Plaintiffs job abandonment and/or Plaintiffs bad faith pursuit of a Workers' Compensation claim.”
The instruction given was taken from
Buckner v. General Motors Corp.¡
. On April 9, 1990, the doctor gave the employee a limited work release allowing limited lifting and walking for a one-week period.
. On April 17, 1990, the doctor revised the previous work release to limited walking only.
. There is further dispute as to the date of termination. The employee asserts that prior to trial the employer answered interrogatories identifying an actual discharge date of April 17, 1990, for voluntary job abandonment. Truckstops contends that the employee was not terminated until May 1, 1990.
. The 1981 version is unchanged from the 1991 version of 85 O.S.1991 § 5, see note 9, infra. Title 85 O.S.1981 § 6 provides:
"Except as provided in Section 29 of this act, a person, firm, partnership or corporation who violates any provision of Section 5 of this title shall be liable for reasonable damages, actual and punitive if applicable, suffered by an employee as a result of the violation. An employee discharged in violation of the Workers' Compensation Act shall be entitled to be reinstated to his former position. The burden of proof shall be upon the employee.”
Section 6 was amended effective November 1, 1986. The statute remains identical to its 1981 counterpart except that it provides that exemplary or punitive awards made pursuant to this title shall not exceed $100,000.00. Section 6.1 was enacted effective November 1, 1986. This section limits the State's liability to claims filed pursuant to § 6 in accord with the Governmental Torts Claims Act, 51 O.S.1991 § 151 et seq. Title 85 O.S.1981 § 7 provides:
"The district courts of the state shall have jurisdiction, for cause shown, to restrain violations of this act.”
Section 7 was amended effective September 1, 1990. This statute remains identical to its 1981 counterpart except that it provides, "unless otherwise provided for by law,” the district courts have jurisdiction.
. The award included $75,000 in actual damages and $90,000 in punitive damages.
. Truckstops did not argue in the trial court, in its petition in error or in its initial merit briefs that the trial court should have instructed the jury that employee misconduct discovered after the employee was terminated should be considered as it may or should lead to a reduction, or really limitation, on the allowable damages. Some courts have sanctioned such a reduction or limitation on the allowable damages.
See e.g. Wallace v. Dunn Construction Co., Inc.,
. Title 85 O.S.1991 § 5 provides:
"No person, firm, partnership or corporation may discharge an employee because the employee has.in good faith filed a claim, or has retained a lawyer to represent him in said claim, instituted or caused to be instituted, in good faith, any proceeding under the provisions of Title 85 of the Oklahoma Statutes, or has testified or is about to testify in any such proceeding. Provided no employer shall be required to rehire or retain any employee who is determined physically unable to perform his assigned duties.”
Section 5 was amended effective September 1, 1992. The new statute does not allow an employer to discharge an employee during a period of temporary total disability solely on the basis of absence from work.
. See discussion note 1, supra.
.
Cimarron Feeders v. Tri-County Elec. Coop., Inc.,
.
Smicklas v. Spitz,
.
Phillips v. Williams,
. Post-termination discovery of employee misconduct has traditionally been no defense in employee’s claim of discrimination. „Shea, "Post-termination Discovery of Employee Misconduct: A New Defense in Employment Discrimination Litigation,” 17 Empl.Rel.L.J. 103 (1991).
Summers v. State Farm Mut. Auto. Ins. Co.,
Summers
has been applied in cases involving omissions or misrepresentations on job applications as well.
Johnson v. Honeywell Information Sys., Inc.,
. One purpose of civil rights employment discrimination is to achieve equality of employment opportunity to members of a constitutionally protected class or engaged in protected conduct.
Wallace v. Dunn Const. Co., Inc.,
.
Wright v. Fiber Indus.,
. See,
Smith v. General Scanning, Inc.,
. The 1981 version is unchanged from the 1991 version of 85 O.S.1991 § 5, see note 9, supra.
. OAer courts have similarly recognized Ae
Thompson v. Medley Material Handling, Inc.,
.
Mantha v. Liquid Carbonic Indus.,
. Smicklas v. Spitz, see note 12 at 367, supra.
.
Farrell v. Klein Tools, Inc.,
. The jury instruction given on the issue of the establishment of a claim under Title 85 O.S.1981 § 5, see note 9, supra, provides:
"To establish a claim under Section 5 of the Workers' Compensation Act against the defendant, the burden of proof is upon the Plaintiff to establish the following by a preponderance of the evidence:
(1) Employment of Plaintiff by the Defendant;
(2) Plaintiff sustained an on-the-job injury;
(3)(a) Plaintiff received treatment for such injury under circumstances which put the Defendant employer on notice that treatment had been rendered for a work-related injury, or (3)(b) Plaintiff in good faith instituted, or caused to be instituted, proceeding under Workers' Compensation Act (85 O.S.1981 § 1 et. seq), and
(4) Plaintiff's consequential discharge from employment by Defendant, that is. Plaintiff must establish by a preponderance of evidence circumstances giving rise to an inference that discharge was significantly motivated by retaliatory exercise of statutory rights.” (Emphasis supplied.)
. See discussion note 2, supra.
.
Ankney v. Hall,
.
Hart v. McVay,
. See discussion, note 5, supra.
.
Central Plastics Co. v. Goodson,
. Title 20 O.S.1991 § 3001.1 provides:
"No judgment shall be set aside or new trial granted by any appellate court of this state in any case, civil or criminal, on the ground of misdirection of the jury or for error in any matter of pleading or procedure, unless it is the opinion of the reviewing court that the error complained of has probably resulted in a miscarriage of justice, or constitutes a substantial violation of a constitutional or statutory right.”
