Johnson v. JEFFERSON SMURFIT CORP.
Johnson v. JEFFERSON SMURFIT CORP.
Concurring Opinion
I concur in the decision to affirm the judgment of the trial court denying a claim for permanent-total-disability benefits filed by Stanley B. Johnson ("the employee"). Substantial evidence fully supported the trial court's determination that the employee was not permanently and totally disabled but, instead, had sustained a 33% permanent partial disability due to a work-related shoulder injury. The employee himself testified that he was capable of working, even arguing at one point that he could have returned to work at his former job at Jefferson Smurfit Corporation ("the employer") as an electrician. Surveillance videotapes showed that the employee could perform a variety of physical tasks, including operating heavy equipment. The employee's treating physicians agreed that the employee could return to work with restrictions placing him in the light to medium category of jobs that compose the vast majority of the labor market.
I write specially to address the employee's contention that the doctrine of judicial estoppel precludes the employer from denying that the employee is permanently and totally disabled. The employee contends that the employer deemed the employee to be permanently and totally disabled when a committee who administered the pension plan funded by the employer awarded him disability-retirement benefits and, hence, that it would be inconsistent and unfair for the employer to assert that the employee is not permanently and totally disabled for workers' compensation purposes.
In Ex parte First Alabama Bank,
In Ex parte First Alabama Bank, the Court noted that the purpose of judicial estoppel is to protect the integrity of the judicial system.
I believe the doctrine of judicial estoppel has no application to the present case. The process by which the plan administrator decides whether to award disability-retirement benefits is not described in the *Page 789 plan itself, and the employee presented no evidence indicating that the plan administrator used a judicial, quasi-judicial, or administrative process to reach its decision. The pension plan provides no mechanism for the employer to present evidence either supporting or contradicting an employee's claim of disability. The employee presented no evidence demonstrating that the employer had submitted any evidence to the plan administrator or had taken any position regarding the employee's disability claim during the determination process. The plan administrator is a committee comprised of members appointed by the board of directors of a corporate entity separate and distinct from the employer. Hence, the award itself does not constitute any sort of statement by the employer.
In addition, the employer did not take a "clearly inconsistent" position by denying that the employee was permanently and totally disabled for workers' compensation purposes, because the prerequisites for receiving disability-retirement benefits under the plan differ significantly from the legal qualifications for receiving a permanent-total-disability award under the workers' compensation laws of this state. The employer also did not prevail in the disability-retirement determination process because the employee received additional retirement benefits on account of his disability. Finally, the employee was not prejudiced in the least by the alleged change of position because he still had the burden of proving a permanent total disability in this case regardless of his disability-retirement award. See Ellenburg v. Jim Walter Res., Inc.,
I also write specially to address the employee's contention that the disability-retirement award should be construed as a conclusive admission by the employer that the employee is permanently and totally disabled for workers' compensation purposes.
As the trial court correctly concluded, the employee did not establish the award was an admission by the employer. The trial court found that the employer did not take part in the disability-retirement determination but that a committee designated by a separate corporate entity awarded the employee disability-retirement benefits. That award by the committee cannot be considered an admission by the employer under Rule 801(d)(2) of the Alabama Rules of Evidence. Even if it could, the trial court correctly reasoned that the award could not be considered a conclusive "judicial admission" but, rather, amounted merely to an "ordinary admission" that the trial court could properly consider as only one piece of evidence to be weighed along with the other evidence. See Liberty Nat'lLife Ins. Co. v. Daugherty,
Opinion of the Court
AFFIRMED. NO OPINION.
See Rule 53(a)(1) and (a)(2)(A), Ala.R.App. P.; Ala. Code 1975, §
THOMPSON, P.J., and BRYAN and THOMAS, JJ., concur.
*Page 788MOORE, J., concurs specially.
Case-law data current through December 31, 2025. Source: CourtListener bulk data.