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Patton v. J. C. Penney Co.
707 P.2d 1256
Or. Ct. App.
1985
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*1 part part, May and remanded reversed affirmed Argued and submitted Penney’s reconsideration denied C. and J. reconsideration October Patton’s 545) 11, 1986 (300 February 6, 1985, petitions review allowed both December PATTON, Appellant, al, CO., et INC. PENNEY J. C. Respondents. A33254) (83-11-221; CA P2d 1256 Oswego, James argued Roberson, J. Lake the cause and appellant. filed the briefs for Jeffrey argued M. Batchelor, Portland, the cause for respondents. With him on brief Liebman, Richard F. Spears, Lubersky, Campbell, Bledsoe, Anderson & *2 Young, Portland. Presiding Judge, Gillette,

Before and Van Hoomissen and Judges. Newman,

VAN HOOMISSEN, J. concurring

Gillette, part; J.,P. dissеnting part. in in HOOMISSEN, J. VAN out- discharge and an action is This dismissing judgment a appeals Plaintiff conduct. rageous 21A.1 The ORCP claim. to state failure complaint his under construed complaint, whether is issue dispositive true, states a facts are well-pleaded assumption that McDonald, Paddack See law. question ais That claim. Gulick, Turrini (1983); See 672, 661 P2d 667, Or in (1974); We affirm den 1230, rev P2d 167, 169, 517 App remand. and part in reverse part, in Penney Co. J.C. defendant hired there years two last 1980. His until Eugene in He 1969. worked transferred then He manager. merchandising aas merchandising aas to work he continued Portland, where his he employment, his Throughout manager. received 1981, In he satisfactory manner. duties store, he earned award Year” of the “Merchant Janu- October, award Month” of the “Merchant also came December, he In November ary, 1982. award. earning that close Penney’s J.C. McKay, 1981, defendant October, *3 rela- a social discontinue to plaintiff told manager, store general no Penney has J.C. co-worker. female

tionship with told Plaintiff employes. among socializing prohibiting policy at work co-worker with the socialize not he did McKay that relationship. Plaintiff continue intended to he that within department another to transferred the co-worker McKay asked connected. not was he with which store off the had broken plaintiff if co-workers other if necessary that was that to them He intimated relationship. was That information working. to continue wanted plaintiff McKay. co-workers, but by his plаintiff to given In late co-worker. seeing the continued was performance his job that plaintiff 1981, McKay warned to dismiss motion defendants’ that the appealed indicated first The order appeal, that because granted. dismissed We complaint was plaintiffs amended entered, appeal was filed. then judgment judgment. A was final was not order summary judgment was for motion defendants’ However, judgment that indicates that ever that defendants not disclose does The record dismissed. granted thе action repeat only its meant to court the trial summary judgment. assume We for moved dismiss. to motion granting defendants’ action earlier unsatisfactory and that he would be terminated if there was no improvement. request Plaintiffs for a transfer to another February, McKay store was denied. In terminated plaintiff unsatisfactory job performance. for Defendant Chapin, Penney’s manager, approved J.C. district the termi- plaintiff nation. After terminated, he was and the co-worker plaintiff, mаrried. At the he time terminated plaintiff responsible support knew that for of three children. assigns

Plaintiff first as error the dismissal of his argues claim for termination. He that defendants infringed importance justify interests of sufficient societal to exception general an for brought rule that no action can be terminating employe. argue an at will Defendants pleaded any showing has not facts constitutional or statutory and, thus, violation has not shown an interest of importance justify sufficient sоcietal a cause of action in tort.

Generally, statutory in the absence of a contractual, requirement, employer or may discharge constitutional an an employe Simpson any at time and reason, or no reason at all. Graphics, v. Western 96, 99, 643 P2d 1276 (1982); Hocks, Nees v. 210, 216, 536 P2d 512 public policy exceptions There are general to this rule. The fulfilling first concerns termination for a societal obligation important so that the termination thwarts an public supra, interest. In employe Hocks, Nees serving jury. Supreme on a Court held that employer damages the tiff because discharging plain was liable in jury. Delaney served she on the Time Taco Int’l, 297 Or manager 10, 17, P2d a restaurant refusing sign was terminated for a libelous and false discharge statement of The employe. reasons for the of another Supreme people obligation, Court found that have an Oregon rooted Constitution, not to defame others. Delaney supra; Int’l, v. Taco Time see Petermann v. Interna *4 App tional Brotherhood Teamsters, 174 184, Cal 2d 344 P2d of (1959). 25 exception pur The second concerns termination for suing statutory right directly a related role as employe. an In Lines, Brown v. Transcon 597, 284 Or 588 P2d 642 filing a workers’ discharged (1978), employe an

1087 the com- held Court that Supreme claim. The compensation 659.410, which makes claim, because ORS a plaint stated com- files a who workers’ employe an against discrimination practice, constitutes employment claim an unlawful pеnsation public protectable and important of an recognition legislative Co., 76, Or 689 and 298 Roebuck v. Holien Sears policy. See Inc., Home, Bel Air Convalescent (1984); McQuary v. P2d 1292 v. Campbell Ford (1984); compare 107, 21 684 P2d App Or 69 (1976) (employe 243, P2d 141 Industries, Inc., 546 corporate inspect statutory right exercising action). to state cause failed records Supreme Int’l, supra, Taco Time Delaney v. In no action will some that circumstances explained under Court social important аn frustrates though termination lie even administrative adequate employe has an interest, because society. Walsh See the interest protects remedy that P2d 1205 Freightways, 278 Consolidated co-worker, he was socializing with that Plaintiff concedes obligation a societal performance not engaged by a statute. protected is regard in that his conduct that by constitutional however, protected he is argues, He that, defendants when and association and privaсy rights to Although he rights.2 those him, they violated terminated constitutionally dating is in social his interest argues that interest, he cites no associational privacy and protected Baird, on Eisenstadt relies instead He authority point. (1972), Loving v. 1029, 31 L Ed 2d 438, 92 CtS 405 US (1967), cases 1817, 18 L Ed 2d 1010 1, 87 S Ct 388 US Virginia, the deci marriage restricting state action which involve allege does not children. ‍​‌​​‌‌‌‌​​‌‌‌‌​‌​​​‌‌​​‌‌‌​‌​‌​‌‌​‌‌​‌​​‌‌​‌​​​​‍Plaintiff to bear sion whether in this case. state action inter allege has failed to conclude that

We importance public of such ferencе with interest apply.3 should not at will employment general concerning rule Delaney implied exception to the a third argues that the court also important social frustrates some where termination employment-at-will doctrine v. Consolidated See Walsh remedy adequate exists. no alternative interest but Freightways, supra. We disagree. Bradstreet, Brockmeyer 2d 335 NW2d v. Dun & 113 Wis to an at termination Supreme cause of action denied a Court Wisconsin

643 The trial was court correct in dismissing plaintiffs wrongful termination claim.

Plaintiff next assigns as error the dismissal of his claim for outrageous argues conduct. He that the pleaded facts show that defendants intended to inflict emotional distress on him. argue Defendants that a jury reasonable could find the that conduct here was intolerable social behavior. See Hall v. May Stores, The Dept. 131, 137, Or (1981). 292 637 P2d 126

In Bodewig K-Mart, v. Inc., 54 App 480, Or 635 P2d rev den 292 (1981), 657 Or 450 we determined that an employer and an employe stand in a special relationship fоr purposes of the tort of outrageous conduct.4 We stated: employer “An has authority even more over employe, an

who, by the nature of the relationship, subject is to the direction employer and control of the may and be reason, or no agreement absent restricting that authority. Clearly, relationship that is not an length arm’s one employe terminated, will part, who was socializing with a co-worker. court stated: plaintiff-employee “A alleging wrongful discharge a proving has the burden of that the public dismissal policy. violates a clear mandate of employee the Unless identify specific can public policy, declaration of no cause of action has been

stated. The public policy determination of whether the asserted ais well-defined and fundamental one is an issue of law and is to be made the trial court. Once plaintiff the has demonstrated that the discharge that conduct caused the consistent with compelling public a clear policy, and proof of burden then employer prove shifts to the defendant just that the dismissal was for cause. adoption “We narrowly believe that of a public policy circumscribed exception properly employees, balances the employers interests public. of and the Employee job security safeguarded against interests are employer actions that policy preferences. undermine Employers fundamental flexibility retain sufficient personnel to make adapt needed changing decisions order to economic Society conditions. holding also ways. benefits from our in a number A of more job stable public market is policies achieved. Well-established are advanced. Finally, public protected against is frivolous lawsuits since courts will be able to screen cases on motions to summary dismiss for failure to state a claim or for judgment discharged emplоyee if allege expression public cannot a clear policy.” 335 at NW2d 840. Ins.,_F See Stoats v. Ohio Supp_(118 3242)(WD Nat'l. LRRM Pa Life 1985);Rogers Machines, Supp v. (WD 1980); Int’l Bus. F500 867 Pa Crosier United Service, Inc., App 1132, 198 (1983). Parcel 150 Cal Rptr 3d Cal 361 rely Clark, Defendants (1969) on Pakos v. Or 453 P2d 682 Scientology, App 203, Church 57 Or 644 P2d rev den Christofferson special Those cases do not involve the shown here. the rela- Accordingly, we conclude strangers. between special rela- was a K-Mart tionship plaintiff between imposed if K-Mart’s liability mаy be on tionship, which based causing emotional deliberately at aimed conduct, though not beyond might it to be find distress, jury such that pre- of the conduct’s reckless toleration of social limits K-Mart, Inc., supra, Bodewig v. plaintiff.” effects dictable 486. App at summary granting erred court the trial held that We fact issues concluded We the defendants. judgment manager’s defendant’s concerning whether presented satisfy an strip search to a i.e., conduct, subjecting her of mistakenly accused who customer unreasonable *6 in and was toleration of social bounds the stealing, exceeded See plaintiff. effects predictable its of disregard reckless (1979). 435, P2d 398 600 Erwin, Or Brewer Supreme Stores, supra, May Dept. v. The In Hall a claim clerk, stated a sales the plaintiff, held that Court of accused unjustifiably she was when conduct outrageous did not if she go prison would that she told and was stealing infer that could jury a that court held confess. transgression extraordinary anwas interrogation of “method toward conduct of civilized standards contemporary of 141. Or at employee.” true, facts well-pleaded

Taking plaintiffs a must discontinue he told that plaintiff that shows record it was though co-worker, even a relationship with social of the none and violated work away from conducted terminate refused plaintiff When policies. employer’s s plaintiff questioned angry, manager became his relationship, them that relationship, intimated about co-workers сontinued relationship job his if lose would plaintiff Plaintiff, an fact. of plaintiff directly inform did solely terminated allegedly employe, exemplary otherwise no that had social to discontinue refusing His performance. job on his effect adverse demonstrable he was terminated however, that ‍​‌​​‌‌‌‌​​‌‌‌‌​‌​​​‌‌​​‌‌‌​‌​‌​‌‌​‌‌​‌​​‌‌​‌​​​​‍indicated, notice termination his affect That could performance. unsatisfactory job plaintiff, terminated he When employability. future benefits retirement forfeit would knew employmеnt. years after had accrued could find that defendants jury We conclude that they terminated exceeded the bounds of social toleration when they and that acted with a reckless employment plaintiffs plaintiff. of their disregard predictable of the effects action on K-Mart, Inc., Bodewig supra. The trial court erred in claim. plaintiffs outrageous conduct dismissing claim; plaintiffs wrongful Affirmed as to termination claim; plaintiffs outrageous reversed as to conduct remandеd.

GILLETTE, J., dissenting P. concurring part; part. fully disposition

I in the court’s join However, termination claim. I decline to join disposition outrageous claim, of the conduct because I do not Stores, required by May feel that it is Hall v. The Dept. 637 P2d 126 precedent. or other satisfactory

There is no shorthand method of outlin- ing the tort of “outrageous conduct” or “intentional infliction of mental suffering” tort that “is still in the process of —a developing this state.” v. Church Scien- Christofferson tology, App 203, 209, 644 P2d rev den 293 Or 456 Linde Judge explained origins, development its this way elements in Hall: theory

“Plaintiffs claim rests aon tort which Professor synthesized allowing William Prosser recovery Prosser, from scattered cases variety settings. for mental distress in a of factual *7 Suffering: Intentional Mental A New Infliction of Tort, (1939); White, 37 Mich L Rev see 874 Tort Law in (1980). America 102-106 In such an effort to describe diver- tort, gent patterns easy factual single as instances of a it is not to define the elements of the tort so as to fit all cases. As article, however, appears and later given frоm the in title it Prosser’s 46, in embraced the Restatement of Torts ‘Con- § (1948 Only,’ Supp duct Intended to Cause Emotional Distress 612-616), theory plaintiffs belongs among of claim torts, torts. Like it is marked the elements intentional of a defendant’s act that causes the most mind, state the character the defendant’s of of plaintiffs injury, plaintiffs the nature of injury, and under some circumstances the Erwin, plaintiff and defendant. See Brewer v. 287 Or between 435, 454-458, (1979). 600 P2d 398 cases, ranges

“In the the element of defendant’s ‘intent’ purpose to inflict from a calculated mental or emotional hostility, impersonal personal distress because of or some purpose in like the debt collection methods Turman v. Central Bureau, Inc., 443, (1977), Billing P2d 1382 practical jokes in through the mindless ‘amusement’ of leading case of Wilkinson v. Downton, [1897] Q.B. 57, to encompass painful intent to do the also the act with knowl- distress, grave edge that it will cause when the defendant’s plaintiff responsibil- position in involves some relation to itself, ity aside from the tort as this court found cаse of away physician seeking help. victims who turned accident Pollard, (1971). Rockhill v. 259 Or 485 P2d 28 Lack of distress, foresight, possible gross negli- to even indifference support theory recovery. gence enough is of to intent, “Apart in defendant’s act must fact cause plaintiff mental or emotional distress of a severe and serious kind; provide recovery the tort does not for the kind of temporary annoyance injured feelings or that can result from among people day-to-day life friction and rudeness even plaintiffs causing when the intentional conduct distress oth insults, liability. qualifies Similarly, intim erwise harsh or words, ordinarily idating or rude behavior do not result liability damages even when intended cause distress. to civility hardly every Contemporary turning of standards allow justified indignation for financial case of into action Erwin, supra, recompense. See Brewer v. 287 Or at Clark, 113, 132, P2d 398 Pakos v. 453 P2d 682 requires extraordinary transgression some of tort socially ‍​‌​​‌‌‌‌​​‌‌‌‌​‌​​​‌‌​​‌‌‌​‌​‌​‌‌​‌‌​‌​​‌‌​‌​​​​‍the bounds of tolerable conduct. sepаrates attempting

“In articulate what actionable crudely ordinary aggressive, run overbear- conduct from the of behavior, ing, ill-tempered Restatement or Prosser and the adjectives ‘outrageous’ like and ‘extreme.’ These are turned to art; phrases All not words of other words or could serve as well. gradation designed only express the outer end of some are impropriety disapproval. and social No more can be or scale of conveyеd by defining epithet by at one another.” 292 Or 134. tort, the court in Hall turned to defining

After the facts before it: application of law to Rummell, “The crux claim is that defendant Co., security Meier & accused as director of Frank money prosecution stealing and threatened her with imprisonment designed frighten her and make a manner example employees, made the for other that Rummell her an *8 guilt regardless of his actual belief as to her or accusation put subsequently under sur- and that she was innocence opportunity to sell merchandise veillance and was denied the eventually quit job.” successfully so that she had to her at 139. however, care conducting analysis, great its the court took of the cognizable part between those matters distinguish pertinent: and those matters that were not

tort alleged that defendants’ conduct “[Plaintiff part against plaintiff in because their accusations actionable prepared were based on certаin charts Rummell had to show frequency register shortages with which cash corres- ponded by particular employee.] register with the use of that particularly jury We focus on whether the find that could attempted frighten plaintiff Rummell to threaten and as a though deliberate tactic even convincing he knew that he did not have part. evidence of misconduct on her Two other charges by plaintiff independent made have no force charting system establish this tort. Asserted weaknеsses point would not be in divorced its use as a intentional from psychological suspected instrument with confrontations Also, concerning employees. plaintiff’s the decisions work assignments subsequent episode to the were not the kind of encompassed by (Emphasis acts supplied.) this tort.” 292 Or at 139. The court then went on to find that evidence relevant jury question raised a as to whether defendants had commit- mind, ted the tort. methodology With the court’s I now turn question to the in this case. pleading

This is a case. The issue is whether the well- pled plaintiffs facts in make claim for complaint out a alleged, intentional infliction of emotional distress. Plaintiff pertinent part: “VIII McKay Defendant “On or about October instructed Plaintiff that Plaintiff was to discontinue a social relationship co-employee of the with a certain female store; Penney advised Clackamas Town Center co- McKay that he did not socialize with this Defendant however, hours, employee during Plaintiff assеrted business carry this co- on a social with intentions Penney away employee of business hours and outside store; angry Defendant was made and resentful toward Plaintiff this assertion.” majority agree holds —and I discharging —that supervisor approve him because his did not *9 relationship co-employe theory with a is not actionable on a wrongful discharge. self-evident, then, It would seem (in directing plaintiff to discontinue the lieu of him) permissibly actionable, firing must not be either. I conclude in paragraph the events recited VIII are not actionable.

“X McKay “Defendant after the communication to Plaintiff hereof, alleged Paragraph frequently VIII asked Plaintiffs co-employeesif socializing Plaintiff was still with this female co-employee socializing and when told that Plaintiff was still her, McKay with Defendant wouldcomment to the effect that employed if Plaintiff wished to remain he wouldbreak off the relationship; reported inquiries duly these and comments were Plaintiff, McKay’s as was Defendant intention.” was said paragraph applies equally What about VIII here.

“XI right “Plaintiff continued to assert his to socialize with co-employee away this outside the business hours and store, McKay increasingly and Defendant thus became angry and resentful toward Plaintiff.” ‍​‌​​‌‌‌‌​​‌‌‌‌​‌​​​‌‌​​‌‌‌​‌​‌​‌‌​‌‌​‌​​‌‌​‌​​​​‍suppose McKay, One would so. once embarked on his churlish course, likely Still, only was not allegations desist. those McKay’s impermissible establish state of mind. conduct is No alleged.

“XII employment during “At no time Plaintiffs Defen- with Pеnney any policy, dant was there written or unwritten rule or regulation proscribing intra-company and intra-store frater- employees. nization between

“XIII performance exceptionally “Although job Plaintiffs McKay eventually, very part good, late Defendant job performance warned Plaintiff that Plaintiffs shown, unsatisfactory improvement if was not Plaintiff would be terminated.”

The lack of policy written on intra-company fraterniza- tion is not pertinent if plaintiff, as at will employе, an could be fired on any basis at all. To turn this lack of policy written into allegation supporting an outrageous conduct claim sub- stantially destroys the at will doctrine. Similarly, calling plaintiff a poor worker when he was good one better not be actionable these An at circumstances. employe will may be terminated for any reason, even one that would seem wholly unsupportable to fair minded persons. How can merely threatening do that which is not actionable if done rise give to a cause of action?

“XIV “Although requested a transfer to another Pen- ney store, part of an effort to avoid further confrontation with Defendant McKay preserve and to employment his interest Penney Co., with the request was wrongfully and maliciously denied McKay, Defendant or about February 1, 1982, McKay, Defendant acting within scope employment Plaintiff; dismissed the basis for this given by dismissal as Defendant was unsatisfactory *10 job performance.” The employer did not hаve to retain or transfer this employe.

“XVIII “At the time of Plaintiffs wrongful discharge from employment Penney, with Plaintiff supporting a 15-year- sister, old two minor spouse children and a from whom he was separated pending dissolution of the marriage; Defendant McKay was aware of all these circumstances.

“XIX type “Positions of the for which qualified Plaintiff was and comparable with salaries and benefits virtually non- existent in economy to one who was years after twelve discharged for unsatisfactory job performance, as Defendant McKay knew.” It may very well be that these allegations, like those

paragraph XI, help to requisite establish the mental state of They defendants. may also help to establish the element of emotional They distress. not, do however, allege any other conduct, i.e., a separate method of infliction of distress, this aside from the (and aforementioned permissible) firing.

“XX Manager discharge to District his protested “Plaintiff fully circum- being aware Chapin, who Defendant herein, adopted authorized approved, and alleged as stances conduct; Chapin District Mckay’s Defendant Defendant power to discretionary authority and the Manager had the McKay’s of Plaintiff. dismissal Defendant reverse

“XXI Penney’s agents, Defendants of Defendant “The actions in retaliation malice and with Chapin, were done and intended rights and were of his valued assertion for Plaintiffs distress.” upon severe emotional to inflict not the effect, intent establish allegations these Again, alleged by only ‍​‌​​‌‌‌‌​​‌‌‌‌​‌​​​‌‌​​‌‌‌​‌​‌​‌‌​‌‌​‌​​‌‌​‌​​​​‍acts The conduct. necessary impermissible (1) telling outrageous conduct are complaint to constitute consequences or face girlfriend stop seeing acts are not If those consequences. (2) imposing the them turns what is it that termination, actionable as tort? into another degree of the be the

The answer cannot may upset be. for that the reasons upset employe’s —whatever face Many quite upset. are jobs their people who lose Most them, it worry but loss job consequences serious a violation that, without in this state always the law has been here, reasons implicated public policy separate of some subject employe are not at will of an discharge that rule today turns decision scrutiny. majority’s judicial agree. I cannot its head. rude, alleged behavior McKay’s summary, I find its best are those and mean —and churlish boorish, tyrannical, to be however, outrageous find it not, do points. I to do permitted should be jury I do not believe extreme, and so. *11 dissent. respectfully

I

Case Details

Case Name: Patton v. J. C. Penney Co.
Court Name: Court of Appeals of Oregon
Date Published: Oct 9, 1985
Citation: 707 P.2d 1256
Docket Number: 83-11-221; CA A33254
Court Abbreviation: Or. Ct. App.
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