Lead Opinion
In this case, we consider the nature of the working relationship between Peter Edward Yount (defendant), the principal of William Lenoir Middle School, and Joan E Trivette (plaintiff), who was a part-time secretary and office assistant at the school. Plaintiff claimed that she was injured on the job as a result of defendant’s negligence.
On 24 October 2008, plaintiff was sprayed “about her head and upper body” when a fire extinguisher defendant was handling abruptly discharged. Following the incident, plaintiff filed a complaint against defendant, alleging gross negligence and loss of consortium on the part of plaintiff’s husband, who is also a plaintiff in this case.
Defendant denied plaintiff’s claim. On 8 October 2010, defendant filed a motion to dismiss under Rule of Civil Procedure 12(b)(1) in which he contended that the trial court lacked subject matter jurisdiction because the North Carolina Workers’ Compensation Act (“the Act”) provides the exclusive remedy for plaintiff’s claim. In this motion, defendant also sought summary judgment, arguing that “the conduct alleged by the [plaintiffs does not rise to the level of willful, wanton and reckless:” The trial court denied both motions on 15 November 2010, and defendant appealed to the Court of Appeals.
In a divided opinion, the Court of Appeals majority first determined that defendant’s interlocutory - appeal affects a substantial right, allowing the court to consider defendant’s arguments. Trivette v. Yount, — N.C. App. —, —,
The majority in Trivette correctly noted that this Court has recognized two exceptions to the exclusivity provision of the Act. Id. at —,
The majority observed that, although a school principal is statutorily classified as the “ ‘executive head of the school,’ ” N.C.G.S. § 115C-5(7) (2011), “executive” and “employer” are not synonymous terms. Trivette, — N.C. App. at —,
These factors led the majority to conclude that defendant “is more properly classified as [plaintiff’s] ‘immediate supervisor’ ” than as her employer, and thus defendant is plaintiff’s co-employee for purposes of the Act. Id. at —,
Defendant appealed on the basis of the dissent, and we allowed his petition for discretionary review of additional issues. For the reasons that follow, we affirm in part and reverse in part.
Because this appeal is from the trial court’s denial both of defendant’s motion to dismiss under Rule 12(b)(1) and of defendant’s motion for summary judgment, we review de novo. Variety Wholesalers, Inc. v. Salem Logistics Traffic Servs., LLC,
In the past, this Court has held that an agent of the employer fell within the Act’s exclusivity provision. For instance, in McNair v. Ward, the plaintiff employee brought suit against his employer, the Locker Company, and Lorenz, the company’s general manager.
However, after these cases were decided, this Court created the Pleasant exception to the exclusivity provision. See Pleasant,
We note that the dissenting judge argued that, because defendant was an agent of the school board, he “may also be classified as an ‘alter-ego’ of the school board” and, as a consequence of this relationship, defendant was plaintiff’s employer. Trivette, — N.C. App. at —,
Having determined that defendant’s agency relationship with the school board is immaterial to the issue at hand, we now consider whether defendant was plaintiff’s co-employee. The record pertaining to the nature of the working relationship between plaintiff and defendant is meager. Plaintiffs deposition indicates that her duties consisted of answering telephones and performing secretarial work, while defendant’s deposition states that plaintiff worked in a cubicle in the front reception area about twenty feet from defendant’s office. Defendant characterized plaintiff as an assistant rather than a secretary. Although defendant mentions in his deposition that plaintiff “was a volunteer previous to me hiring her,” the record before us is otherwise silent as to how she became an employee and we find no authority in the statutes allowing a principal to hire or fire those who work at his or her school.
Instead, N.C.G.S. § 115C-276Q) provides that “[i]t shall be the duty of the superintendent to recommend and the board of education to elect all principals, teachers, and other school personnel in the administrative unit.” This expansive language indicates that “[e]very person employed in North Carolina’s public schools — other than charter schools — is an employee of a local board of education.” Robert P. Joyce, The Law of Employment in North Carolina’s Public Schools 3 (2000) (footnotes omitted). Viewing the record in light of the statutes applicable to school personnel, we do not believe that plaintiff was employed by, or an employee of, defendant. Accordingly, when the alleged incident occurred, both plaintiff and defendant were employees of the Caldwell County Board of Education.
As noted above, defendant had supervisory authority over plaintiff. Defendant’s ability to direct plaintiff’s work and call upon her assistance is consistent with his role as “executive head” of the school. N.C.G.S. § 115C-5(7). The Court of Appeals has long
We now turn to defendant’s motion for summary judgment. Defendant argues that, as a matter of law, plaintiff has failed to forecast evidence sufficient to establish a Pleasant claim. The Pleasant exception requires that a plaintiff establish that he or she suffered an injury as a result of the defendant’s “willful, wanton and reckless negligence.” Pleasant,
In Dunleavy v. Yates Construction Company, the plaintiffs’ decedent was killed when a portion of a trench collapsed and struck his head.
We turn now to the case at bar, in which the trial court denied defendant’s motion for summary judgment. Summary judgment is proper when the “pleadings, depositions, answers to interrogatories, and admissions on file, together with the affidavits, if any, show that there is no genuine issue as to any material fact and that any party is entitled to a judgment as a matter of law.” N.C.G.S. § 1A-1, Rule 56(c)
In her complaint, plaintiff alleges that defendant’s actions aggravated a preexisting medical condition. Other than the complaint, plaintiff’s evidence before us consists of her deposition. According to this deposition, a student had pulled the safety pin on the fire extinguisher and sprayed it in a classroom. The extinguisher was brought into the area where plaintiff had her desk and defendant had his office. The next day, defendant picked up the extinguisher and put it on the corner of plaintiff’s desk. Plaintiff asked defendant to remove it and told him several times to replace the safety pin, which plaintiff was “pretty sure” was still attached to the extinguisher. According to plaintiff, defendant scoffed, claimed the extinguisher would not go off, and continued to play with the extinguisher while joking with another secretary. Defendant had his hand on the extinguisher when it discharged. A fine powdery mist came out of the nozzle, which was initially aimed down, but moved up to point at plaintiff. The powder landed on plaintiff’s “whole right side, front, part of [her] back.” After the extinguisher discharged, defendant told plaintiff not to worry about it but plaintiff responded that she could not afford to get sick. Plaintiff also testified that defendant knew she had myasthenia gravis that was in remission. She stated: “We used to talk about it at work. And I explained to them — this was another reason I was upset with [defendant] with the fire extinguisher, because I told him, ‘If you do anything to knock me out of remission,’ that’s what I was afraid of.”
Interpreting this testimony in the light most favorable to plaintiff, we see that defendant was placed on notice that plaintiff was worried for her health, fearing that if anything happened with the extinguisher, her myasthenia gravis might recur. However, as the cases cited above indicate, even unquestionably negligent behavior rarely meets the high standard of “willful, wanton and reckless” negligence established in Pleasant. While the danger of immediate injury is obvious when a worker deliberately shows a co-worker how to evade the safety guards on heavy machinery, as in Echols, or allows a coworker to excavate without safety gear, as in Dunleavy, the risk that the discharge of a fire extinguisher might cause a relapse of a neuromuscular disease is less apparent. Despite the assertion in the dissent that defendant created a hazardous environment and the fire extinguisher was “unsafe equipment,” no evidence indicates that the extinguisher or its effluvium presented any danger, either immediate or
Accordingly, the trial court erred when it denied defendant’s motion for summary judgment on plaintiff’s Pleasant claim. In addition, because the loss of consortium claim of Terry Trivette is derivative of plaintiff’s negligence claim, see Nicholson v. Hugh Chatham Mem. Hosp., Inc.,
While plaintiff has stated a claim cognizable under Pleasant, she has failed to forecast evidence sufficient to withstand defendant’s motion for summary judgment. Accordingly, we affirm the portion of the opinion of the Court of Appeals that affirmed the trial court’s denial of defendant’s motion to dismiss and we reverse the portion of the opinion of the Court of Appeals that affirmed the trial court’s denial of defendant’s motion for summary judgment. This case is remanded to the Court of Appeals for further remand to the Superior Court, Catawba County, for further proceedings not inconsistent with this opinion.
AFFIRMED IN PART; REVERSED IN PART AND REMANDED.
Notes
. Plaintiff also filed a claim with the North Carolina Industrial Commission, seeking a remedy under the Workers’ Compensation Act; that claim is still pending and is not before this Court
Concurrence in Part
concurring in part and dissenting in part.
I agree with the majority that plaintiff has stated a cognizable claim under Pleasant v. Johnson,
This Court has long held that intent and negligence are questions of fact to be determined by the jury. See, e.g., Journey v. Sharpe,
We cannot say as a matter of law that defendant’s conduct did not rise to the level of negligence required under Pleasant. The majority here relies on cases in which supervisors ordered employees to perform work-related tasks with unsafe equipment or under unsafe conditions. See Pendergrass v. Card Care, Inc.,
In Pleasant, this Court determined that a reasonable jury could find that the defendant was willfully, wantonly, and recklessly negligent when the defendant was “horse playing” and “intended to scare” his co-employee. Pleasant,
Plaintiff has alleged and forecast, sufficiently to survive summary judgment, that, as in Pleasant, defendant was “horse playing” and “intended to scare” plaintiff. Was defendant willfully, wantonly, and recklessly negligent? That is a question about which reasonable minds might differ. It is a question for the jury. Therefore, it not appropriate to dispense with this question on summary judgment. I respectfully dissent.
