PUBLISHED OPINION
Case No.: 96-0137
†Petition for
Review Filed
Complete Title
of Case:
UNITED PARCEL SERVICE, INC.,
d/b/a UNITED PARCEL OSHKOSH,
and LIBERTY MUTUAL INSURANCE
COMPANY,
Plaintiffs-Appellants,†
v.
JAMES LUST and LABOR AND
INDUSTRY REVIEW COMMISSION,
Defendants-Respondents.
Submitted on Briefs: December 6, 1996
COURT COURT OF APPEALS OF WISCONSIN
Opinion Released: January 29, 1997
Opinion Filed: January
29, 1997
Source of APPEAL Appeal from an order
Full Name JUDGE COURT: Circuit
Lower Court. COUNTY: Winnebago
(If
"Special", JUDGE: BRUCE K. SCHMIDT
so indicate)
JUDGES: Brown, Nettesheim and Anderson, JJ.
Concurred:
Dissented:
Appellant
ATTORNEYSOn behalf of the plaintiffs-appellants, the cause was
submitted on the briefs of Thomas W. Bertz, of Anderson, Shannon,
O'Brien, Rice & Bertz of Stevens Point.
Respondent
ATTORNEYSOn behalf of the defendant-respondent, James Lust, the
cause was submitted on the brief of Anthony J. Utschig, of Bollenbeck,
Rowland, Utschig & Fyfe, S.C. of Appleton.
On behalf of the defendant-appellant, LIRC,
the cause was submitted on the brief of James E. Doyle, attorney
general, and Monica Burkert-Brist, assistant attorney general.
COURT OF
APPEALS DECISION DATED AND
RELEASED January
29, 1997 |
NOTICE |
A party may file with the Supreme Court a petition to review an
adverse decision by the Court of Appeals.
See § 808.10 and Rule
809.62, Stats. |
This opinion is subject to further editing. If published, the official version will appear in the bound
volume of the Official Reports. |
No. 96-0137
STATE OF WISCONSIN IN
COURT OF APPEALS
UNITED
PARCEL SERVICE, INC.,
d/b/a
UNITED PARCEL OSHKOSH,
and
LIBERTY MUTUAL INSURANCE
COMPANY,
Plaintiffs-Appellants,
v.
JAMES
LUST and LABOR AND
INDUSTRY
REVIEW COMMISSION,
Defendants-Respondents.
APPEAL
from an order of the circuit court for Winnebago County: BRUCE K. SCHMIDT, Judge. Affirmed.
Before
Brown, Nettesheim and Anderson, JJ.
NETTESHEIM,
J. United Parcel Service, Inc. (UPS) appeals
from a circuit court order which affirmed a Labor and Industry Review
Commission (LIRC) decision awarding workers' compensation benefits to James
Lust for physical injury aggravated by job-related stress.[1] On appeal, UPS argues that: (1) LIRC exceeded its statutory authority by
awarding benefits on a basis not raised in the prior proceedings before the
administrative law judge (ALJ), (2) LIRC erred by failing to apply the “unusual
stress” test to Lust’s claims of physical injury, and (3) LIRC’s decision is not
supported by the evidence. We reject
UPS’s arguments and affirm the circuit court order.
FACTS
Lust
was employed as a delivery driver by UPS from 1965 to August 1990. For eighteen of those years, Lust served as
a union steward. Between 1984 and 1987,
Lust experienced job-related mental stress.
However, it was not until 1987 that Lust began to experience symptoms of
this mental stress. These symptoms
included weight loss, nightmares, nervousness and shaking. Lust believed his problems were the product
of extraordinary stress caused by the conditions of his employment and,
particularly, the intimidating behavior of his new supervisor, John
Messler. In March 1988, Lust was
hospitalized for depression, anxiety and related conditions.
Assisted
by medication, Lust returned to work in June 1988. However, a year later, in June 1989, he was hospitalized for
Ramsay-Hunt syndrome (also referred to as “cephalic herpes zoster”), a
condition which causes a deterioration of the brainstem. In the summer of 1990, Lust again returned
to work but not as a delivery driver.
Instead, he performed truck washing and vehicle maintenance duties. However, in August 1990, Lust was again unable
to work and has not worked since.
Subsequently,
Lust filed a workers' compensation claim.
His Application for Hearing alleged that his injuries included “Mental
and emotional distress; depression; Herpes Zoster.” At the hearing, Lust produced evidence in support of both his
claimed mental injury and his Ramsay-Hunt syndrome physical condition. The ALJ concluded that Lust had failed to
prove that he was subjected to “unusual stress” in the workplace and therefore
dismissed Lust's claim for mental injury.
However, the ALJ did not address the evidence of Lust’s physical
injury.
Lust
obtained LIRC review of the ALJ’s decision.
LIRC agreed with the ALJ that Lust had not established a compensable
mental injury. However, LIRC did award
Lust compensation for his physical injury based on Lust's Ramsay-Hunt syndrome
condition.
UPS
then obtained circuit court review of the LIRC decision. The circuit court affirmed LIRC’s
decision. UPS appeals to us. We will recite additional facts as required
by our discussion of the issues.
DISCUSSION
1. LIRC’s
Statutory Authority
On
a threshold basis, UPS contends that LIRC did not have authority under §
102.18(3), Stats., to award Lust
compensation for his physical injury because that claim was not decided by the
ALJ and was not raised by Lust in his petition for review to LIRC. The statute governs findings, orders and
awards made in workers’ compensation hearings.
Subsection (3) allows for review of the ALJ’s decision by LIRC. It provides, in relevant part: “The commission shall either affirm,
reverse, set aside or modify the findings or order in whole or in part, or
direct the taking of additional evidence.
This action shall be based on a review of the evidence submitted.” Section 102.18(3), Stats.
It
is not entirely clear from the record of the proceedings before the ALJ whether
Lust gave the same prominence to his physical injury as he did to his mental
injury. However, as we have noted,
Lust's initial Application for Hearing did list his Ramsay-Hunt syndrome among
the injuries which he had sustained.[2] In addition, Lust presented evidence of his
Ramsay-Hunt syndrome at the hearing before the ALJ.
The
ALJ's decision discussed Lust’s claim of mental injury, ultimately rejecting
that claim because Lust had failed to establish that the mental injury was the
result of “unusual stress” in the workplace.
However, the ALJ did not address the evidence relating to Lust’s
physical injury. On further review,
LIRC reviewed the entire record, consulted with the ALJ, and then issued a
decision addressing the evidence pertaining to both categories of Lust's
alleged injuries. Although LIRC agreed
with the ALJ that Lust had failed to meet his burden regarding his claim for
mental injury, LIRC awarded Lust benefits on the basis of his physical
injury.
In
support of its argument that LIRC exceeded its authority under
§ 102.18(3), Stats., by
addressing a theory of recovery not addressed by the ALJ, UPS relies on Joseph
Schlitz Brewing Co. v. DILHR, 67 Wis.2d 185, 226 N.W.2d 492
(1975). There, the department had
awarded worker's compensation death benefits on a theory not raised by the
claimant. See id.
at 189-90, 226 N.W.2d at 494. After
concluding that the department had erred both in its legal conclusions and by
failing to make sufficient factual findings, see id. at
191-92, 226 N.W.2d at 495, the supreme court held that the department should
have reopened the proceedings to permit the parties to present evidence
regarding the basis upon which the department had awarded benefits. See id. at 193, 226
N.W.2d 496.
UPS
argues that the same impropriety occurred here. We disagree. It was not
the department's procedure which triggered the reversal in Joseph Schlitz. Rather, it was the department's error of law
and its concomitant failure to make sufficient findings which necessitated the
reversal. See id.
at 191-92, 226 N.W.2d at 495. Only
then, in the context of discussing the appropriate appellate relief, did the
supreme court turn to the question of whether the department's procedure was
proper. See id. at
193, 226 N.W.2d at 496. Importantly, in
the course of that discussion, the supreme court did not hold that the
department could not award benefits on a different theory than that used by the
examiner. Rather, the court held that
if the department did so, it was first required, under the facts of that case,
to reopen the proceedings to allow the parties to address the new issue
introduced into the proceedings by the department. See id.
Unlike
Joseph Schlitz, here, as our ensuing discussion will reveal, LIRC
committed no legal or factual errors.
Moreover, as we have indicated above, Lust's application for a hearing
listed his Ramsay-Hunt syndrome physical condition among his injuries, and his
evidence at the hearing established this condition. Thus, the evidence relied
upon by LIRC was already in the record.
Obviously, Lust's allegation of his physical injury and his evidence in
support thereof were not presented in a vacuum. Even though Lust may not have emphasized his physical condition
as strongly as his claimed mental injuries, a fair reading of the entire record
reasonably alerted UPS that Lust's claim for compensation was linked to his
physical condition as well as his mental injuries. Thus, when Lust sought LIRC review, it was reasonable to assume
that LIRC would look to the entire evidentiary record which had already been
constructed before the ALJ.
Thus,
unlike Joseph Schlitz, we do not see this as a case where UPS has
been blindsided by the LIRC action.
LIRC, not the ALJ, bears the ultimate responsibility for finding
facts. See Falke v.
Industrial Comm'n, 17 Wis.2d 289, 294-95, 116 N.W.2d 125, 128 (1962); see
also § 102.18(3), Stats. The position taken by the parties at the
administrative proceedings does not control the agency's ultimate resolution of
the case. See Miller
Brewing Co. v. LIRC, 173 Wis.2d 700, 719, 495 N.W.2d 660, 667
(1993). LIRC has the duty to “find the
facts and determine the compensation irrespective of the presentation of the
case by the attorneys.” Id.
at 719-20, 495 N.W.2d at 667 (quoted source omitted).
We
conclude that LIRC did not exceed its authority in considering Lust’s claim on
the basis of his physical injury.
2. “Unusual
Stress” Test
UPS
next argues that LIRC erred by failing to apply the “unusual stress” test to
Lust's claim of physical injury.
Workers’
compensation benefits are governed by Ch. 102, Stats. In order to
qualify for benefits, the claimant must satisfy § 102.03(1), Stats.,
which requires in part that “the employee sustain[] an injury” and that “the
accident or disease causing injury arises out of the employee’s
employment.” See
§ 102.03(1)(a), (e). Section
102.01(2)(c), Stats., defines
“injury” as “mental or physical harm to an employee caused by accident or
disease ¼.” Ordinarily,
we accord great weight to a LIRC determination because that agency has the
experience, competence and specialized knowledge regarding the Workers'
Compensation Act. See GTC
Auto Parts v. LIRC, 184 Wis.2d 450, 460, 516 N.W.2d 393, 397
(1994).
Here,
however, the appellate issue is whether the “unusual stress” test applies to a
case in which emotional stress in the workplace aggravates an existing physical
condition. UPS says it does, citing to
the case law applying the “unusual stress” test. See School Dist. No. 1 v. DILHR, 62 Wis.2d
370, 377-78, 215 N.W.2d 373, 377 (1974).
Lust says it does not, contending that all he need show under
conventional workers' compensation law is that his work activity (whether
unusual or not) aggravated or accelerated beyond normal progression his
progressively deteriorating or degenerative Ramsay-Hunt syndrome
condition. See Lewellyn v.
DILHR, 38 Wis.2d 43, 59, 155 N.W.2d 678, 687 (1968). The parties' competing positions require
that we decide whether LIRC correctly applied the law. That question presents an issue of law which
we review without deference to LIRC. See
GTC Auto Parts, 184 Wis.2d at 460, 516 N.W.2d at 397-98. We therefore conclude that we owe no
deference to LIRC on the issue before us.[3]
LIRC
awarded Lust compensation based on its finding that Lust’s employment
precipitated, aggravated and accelerated his Ramsay-Hunt condition beyond its
normal degenerative condition. UPS
contends that LIRC acted contrary to law by failing to apply the “unusual
stress” test to Lust’s claim of physical injury. Essentially, UPS argues that physical injuries resulting from
emotional stress must result from “unusual stress” in the workplace in order to
be compensable.
We
begin by noting the standard for compensation in the conventional workers'
compensation case as set forth in Lewellyn. There, the supreme court identified three
factual situations which should determine which injuries are recoverable:
(1) If there is a definite “breakage” ¼ while the employee
is engaged in usual or normal activity on the job, and there is a relationship
between the breakage and the effort exerted or motion involved, the injury is
compensable regardless of whether or not the employee’s condition was preexisting
and regardless of whether or not there is evidence of prior trouble.
(2) If the employee is engaged in normal
exertive activity but there is no definite “breakage” or demonstrable physical
change occurring at that time but only a manifestation of a definitely
preexisting condition of a progressively deteriorating nature, recovery should
be denied even if the manifestation or symptomatization of the condition became
apparent during normal employment activity.
(3) If the work activity precipitates, aggravates
and accelerates beyond normal progression, a progressively deteriorating or
degenerative condition, it is an accident causing injury or disease and the
employee should recover even if there is no definite “breakage.”
Lewellyn, 38 Wis.2d at 58-59, 155 N.W.2d at 686-87 (citations and footnotes
omitted). Lewellyn,
however, did not distinguish between claims of mental and physical injury[4]
and did not require that the work activity be unusually stressful.
This
question arose in School Dist. No. 1 v. DILHR, 62 Wis.2d 370, 215
N.W.2d 373 (1974). There, the supreme
court considered whether the same elements and level of proof applied to claims
of mental injury. Because claims of
mental injury resulting from mental stress are inherently difficult to
disprove, the court adopted the “unusual stress” test which requires that
“mental injury nontraumatically caused must have resulted from a situation of
greater dimensions than the day-to-day emotional strain and tension which all
employees must experience.” Id.
at 377-78, 215 N.W.2d at 377.
UPS
urges this court to apply the “unusual stress” test adopted in School
Dist. No. 1 to Lust’s claim for physical injury. UPS contends that School Dist. No.
1 and its progenies, Swiss Colony, Inc. v. DILHR; 72 Wis.2d 46,
240 N.W.2d 128 (1976); Probst v. LIRC, 153 Wis.2d 185, 450 N.W.2d
478 (Ct. App. 1989); and Jenson v. Employers Mut. Cas. Co., 161
Wis.2d 253, 468 N.W.2d 1 (1991), presented similar claims of physical injury
resulting from mental stress.
We
disagree with UPS. The physical
symptoms in those cases (i.e., insomnia, anorexia, anxiety, headaches)
originated from, and were produced by, the emotional stress.[5] Lust’s claim, however, was based on his already
existing and progressively deteriorating Ramsay-Hunt syndrome. While the emotional stress in the workplace
aggravated or accelerated that condition, it did not produce it. In a situation involving a definable physical
injury, the skepticism which the law harbors about mental injuries (and which
produced the “unusual stress” test) is not as great.
We
therefore hold that the elements of proof placed on a claimant alleging a
definable physical injury as a result of emotional stress in the workplace are
governed by the conventional standard set out in Lewellyn. That standard requires that the “work
activity” precipitate, aggravate or accelerate beyond normal progression a
progressively deteriorating or degenerative condition. See Lewellyn, 38 Wis.2d
at 59, 155 N.W.2d at 687. (Emphasis
added.) This standard does not require
that the work activity involve “unusual stress.”[6]
This
court recently clarified the distinction between physical symptomatology of an
emotional injury and an actual physical injury resulting from stress in the
workplace. In doing so, we determined that claims of physical injury based on
the physical symptomatology of mental injury are subject to the “unusual
stress” test; however, claims of physical injury are not. See Milwaukee County v. LIRC,
205 Wis.2d 253, 556 N.W.2d 340 (Ct. App. 1996).
In
Milwaukee County, the claimant suffered from chest pains and
fainting immediately following a stressful encounter with her supervisor. Following the incident, the claimant was
treated for stress producing “bodily symptoms of high blood pressure, chest
pains, anxiety attacks and sleeplessness.”
See id. at 256, 556 N.W.2d at 342. The ALJ determined that the claimant was
entitled to benefits because she had suffered from physical symptoms resulting
from emotional stress. See id. The claimant was not made to prove that she
was subjected to “unusual stress.” The
ALJ’s decision was then affirmed by both LIRC and the circuit court. See id. The court of appeals reversed stating:
In
this case, both the administrative law judge and the Commission blurred Neal’s
stress-caused “nervous” injury with its physical symptoms. Physical symptomatology is not the same
as physical injury. To read the
case law in such a manner destroys the dichotomy between purely mental injuries
and physical injuries.
Id. at 260, 556 N.W.2d at 344 (emphasis added).
Implicit
in this language is the conclusion that claims of actual physical injury fall
outside the reach of School Dist. No. 1. Because Milwaukee County
speaks only to physical injury claims based on the physical symptomatology of
mental injury, it does not bear upon this case. It does however serve to demonstrate why UPS’s reliance on School
Dist. No. 1 and its progeny is misplaced.
The
court’s ruling in Milwaukee County is in keeping with the policy
underlying the “unusual stress” test.
In adopting the “unusual stress” test, the School Dist. No. 1
court explicitly identified its concern that “[w]ithout some effective means of
evaluating an employee’s claim of mental injury, this court would open the
floodgates to numerous fraudulent claims of mental injury.” School Dist. No. 1, 62 Wis.2d
at 377, 215 N.W.2d at 377. Therefore,
the “unusual stress” test was adopted in response to the court’s concern with
the difficulties surrounding proof of the existence of severe emotional harm
and the proof of a causal relationship between the injury and the
employment. See id.;
see also Alsteen v. Gehl, 21 Wis.2d 349, 360-61, 124
N.W.2d 312, 318 (1963) (applying a precursor to the “unusual stress” test in
tort claims for intentional or negligent infliction of mental injury). The possibility of fraud lessens with regard
to physical injury because that diagnosis is more concrete and more easily
scrutinized.
Because
the evidentiary problems for which the “unusual stress” test was developed do
not exist with regard to claims of physical injury, its application to such
claims is unwarranted. Here, LIRC found
that Lust’s employment precipitated, aggravated and accelerated his
progressively degenerating preexisting condition of Ramsay-Hunt syndrome. We conclude that LIRC properly considered
Lust’s claim under the language of Lewellyn.[7]
3.
Sufficiency of Evidence
UPS next argues that LIRC's award of benefits
to Lust is not supported by the evidence.
When
LIRC reverses the recommendation of an examiner or ALJ, it is the agency’s
finding we review, not that of the ALJ.
Burton v. DILHR, 43 Wis.2d 218, 222, 168 N.W.2d 196, 197
(1969). Nor do we review the circuit
court’s decision. See Wisconsin
Pub. Serv. Corp. v. Public Serv. Comm’n, 156 Wis.2d 611, 616, 457
N.W.2d 502, 504 (Ct. App. 1990).
Whether an employee’s injury arose out of his or her employment is a
question of fact for LIRC to determine.
See General Cas. Co. v. LIRC, 165 Wis.2d 174, 178,
477 N.W.2d 322, 324 (Ct. App. 1991).
We
will not set aside LIRC’s orders or awards as long as they are supported by
credible and substantial evidence.
Section 102.23(6), Stats.;
see also Applied Plastics, Inc. v. LIRC, 121 Wis.2d 271, 276,
359 N.W.2d 168, 171 (Ct. App. 1984).
“Substantial evidence is evidence that is relevant, credible, probative,
and of a quantum upon which a reasonable fact finder could base a conclusion.” Cornwell Personnel Assocs., Ltd. v.
LIRC, 175 Wis.2d 537, 544, 499 N.W.2d 705, 707 (Ct. App. 1993). Credible evidence is that which excludes
speculation or conjecture. See General
Cas., 165 Wis.2d at 179, 477 N.W.2d at 324. It is not our role on review to evaluate conflicting evidence to
determine which should be accepted; we will affirm if there is credible
evidence to support the finding regardless of whether there is evidence to
support the opposite conclusion. Valadzic
v. Briggs & Stratton Corp., 92 Wis.2d 583, 592-94, 286 N.W.2d 540,
544-45 (1979).
Specifically,
UPS contends that LIRC’s finding that Lust’s Ramsay-Hunt condition was
precipitated, aggravated and accelerated beyond its normal degenerative
condition is not supported by substantial and credible evidence. LIRC’s decision to award Lust workers’
compensation for his physical injuries was based in part upon the medical
documentation submitted by Lust. In a
note dated April 14, 1993, Lust’s treating physician, Dr. Robert Haight, stated
that Lust had reached a healing plateau by May 14, 1991, and that he was 100%
permanently disabled. Haight noted his
belief that the “extreme stress which Mr. Lust was under from his employment at
UPS precipitated, aggravated, and accelerated the Ramsay-Hunt syndrome.” In addition, Lust’s former psychiatrist,
Kenneth Olson, M.D., concluded that Lust suffered from depression which was
most likely related to stress in the workplace. In an August 1991 letter, Olson noted that “[t]he excessive work
demands placed upon [Lust] at UPS ¼ and, as well, the associated depression caused by the
work probably aggravated or accelerated, if not precipitated, preexisting
degenerative condition, Ramsay Hunt.”
In
December 1991, Lust was seen by Barbara L. Lauderdale, M.D., regarding his
Ramsay-Hunt syndrome. Lauderdale
concluded that Lust was indeed suffering from Ramsay-Hunt syndrome which is
commonly thought to result from immunosuppression disorders, aging and
stressful life events. Lauderdale
believed Lust’s condition to be precipitated by “stress and depression.”
After
Olson moved out of the area, Lust was seen by his current psychiatrist, M. Jean
Seay, M.D. In April 1993, Seay
submitted a comprehensive report which chronicles Lust’s treatment history for
depression and Ramsay-Hunt syndrome.
Seay diagnosed Lust with chronic, recurrent major depression and
posttraumatic stress and concluded that “Mr. Lust has sustained a 100%
permanent disability to the body as a whole with exposure to extraordinary
stress at UPS being the predominant contributory causative factor of this
disability.”
LIRC
also noted that Lauderdale’s practitioner report, submitted to the Workers’
Compensation Division, explicitly concludes that it is probable that the stress
and depression from work “caused [Lust’s] disability by precipitation,
aggravation and acceleration of a preexisting progressively deteriorating or
degenerative condition beyond normal progression.”
Finally,
LIRC acknowledges the conflicting medical reports of the Independent Medical
Examiner (IME), Thomas Michlowski, M.D.
After an interview with Lust in August 1991, Michlowski found that Lust
showed no signs of major mental disorder.
Then, in April 1993, based on Lust’s medical records, Michlowski
concluded that Lust was “doing fine” at the time of his hospitalization for
Ramsay-Hunt syndrome and therefore his condition was not caused by extreme
stress. Michlowski further concluded
that Lust was “not disabled or suffering from any physical or psychiatric
impairment/permanency as a result of the encountered stress.”
In
its written decision, LIRC states:
Given
the prior years of stressful employment, the commission is not persuaded by Dr.
Michlowski’s opinion that the progression of the condition was not work-related
¼. Rather the commission finds credible the
opinions of Drs. Olson, Lauderdale and Haight that the applicant’s disability
from his Ramsay-Hunt condition is work-related, as an aggravation, acceleration
and precipitation of a progressively degenerating preexisting condition.
In
evaluating medical testimony, LIRC is the sole judge of the weight and
credibility of the witnesses. See
Manitowoc County v. DILHR, 88 Wis.2d 430, 437, 276 N.W.2d 755,
758 (1979). On review, we search the
record to locate credible evidence which supports the department’s
determination. See Vande
Zande v. DILHR, 70 Wis.2d 1086, 1097, 236 N.W.2d 255, 260 (1975). Here, there was extensive credible evidence
to support LIRC’s determination that Lust suffered a physical injury.
UPS
also argues that LIRC’s finding that Lust was not subjected to “unusual stress”
in the workplace contradicts and effectively invalidates the statements of
Lust’s physicians that it was “extreme stress” in the workplace which
aggravated Lust’s Ramsay-Hunt syndrome.
We disagree.
UPS
is apparently contending that the law's definition of “unusual stress” equates
with medicine's definition of “extreme stress.” This argument mixes apples and oranges. LIRC was speaking of Lust's claim for mental injury and the level
of stress necessary to legally sustain that claim. Lust's physician was speaking of Lust's claim for physical injury
and what he medically saw as causing that injury.
Therefore,
LIRC's holding that Lust had not established “unusual stress” necessary to
legally establish his claim for mental injury did not mean that LIRC was a
fortiori required to reject Lust's claim for physical injury. As we have already held, under the Lewellyn
test, Lust was simply required to show that his work activity (whether
conducted under conditions of extreme stress or otherwise) aggravated his
preexisting physical condition. Thus, a
failure to establish “unusual stress” does not preclude a finding that conditions
in the workplace, such as “extreme stress,” precipitated, aggravated and
accelerated a progressively degenerating preexisting condition. In this case, LIRC found that Lust had a
preexisting condition which was aggravated and accelerated by significant
work-related stress. We conclude that there
was substantial and credible evidence in the record to support LIRC’s
conclusion.
Finally,
we address LIRC’s finding as to the working conditions at UPS. Not only did Lust testify to the stressful
conditions, but numerous witnesses also so testified. The drivers are required to adhere to strict time standards, and
the company imposes a variety of time-saving measures. For example, drivers must walk to the truck
with keys ready and write while walking.
Lust’s supervisor, John Messler testified that he rode with Lust at
least six times between March 1987 and January 1988. This number is unusually high and all witnesses agreed that being
accompanied by a supervisor is a stressful encounter.
Messler
testified that he treated Lust in a professional manner but that Lust’s
performance was below standard and was not improving. However, John Shields, a former supervisor, testified that Lust
was a “favorite target” of Messler’s. Shields also testified that Messler
enjoyed rattling Lust and bragged about it to other supervisors. Finally, Jan Meyer, a former driver and
supervisor, testified that he quit his job at UPS because of the stress. Meyer believed that the drivers’ time
standards were set “to a young man’s standards who is physically fit” and that
working as a UPS driver was “very stressful.”
Meyer testified that he had been intimidated by supervisors when he was
a route driver.
LIRC
found the testimony of Meyer to be “especially credible” on the issue of
stress. Since this issue turned on the credibility
of the witnesses, LIRC consulted with the administrative law judge before
making the following findings on this issue:
[W]hile the applicant has established his job was
stressful, he did not establish a greater dimension of stress than the emotional
strain and tension which similarly-situated employes experienced daily without
mental injury. The employer clearly
placed stress on its workers ¼. However, such
stress was nearly universal at the employer’s work place. The applicant, like all of the employer’s
workers, experienced significant work-related stress ¼.
LIRC’s
findings make clear that Lust was indeed subjected to a great deal of
stress. However, its conclusion that
all UPS employees experience the same amount of stress necessarily precluded
Lust from recovering for his claimed mental injury under School Dist. No.
1. Nonetheless, LIRC found that
Lust’s claim for physical injury, namely the aggravation of his Ramsay-Hunt syndrome,
was supported by medical opinion and its findings of stress in the workplace.
Based
on our own review of the record, we conclude that there was substantial and
credible evidence presented which established both that Lust suffered from a
physical injury aggravated by work-related stress and that a significant amount
of stress did in fact exist in Lust’s workplace.
CONCLUSION
We
conclude that LIRC did not exceed its statutory authority by awarding benefits
to Lust for his physical injury. We
conclude that LIRC properly rejected the “unusual test” standard in assessing
Lust's claim for physical injury.
Finally, we conclude that the LIRC award is supported by the evidence.
By
the Court.—Order affirmed.
[2] Actually, Lust's Application for Hearing
referred to the Ramsey-Hunt syndrome by its alternative label, cephalic herpes
zoster, which Lust recited as “herpes zoster.”
[3] We also observe that the parties cite to no
case law which demonstrates that LIRC has, prior to this case, addressed a
similar situation: mental stress which
aggravates an existing physical condition.
In such a situation, we owe no deference to the agency since its
expertise and experience, at least as of this writing, is no greater than
ours. See Jicha v. DILHR,
169 Wis.2d 284, 291, 485 N.W.2d 256, 259 (1992).
[4] We note that subsequent to School
Dist. No. 1 v. DILHR, 62 Wis.2d 370, 215 N.W.2d 373 (1974), the supreme
court discusses the rule set out in Lewellyn v. DILHR, 38 Wis.2d
43, 155 N.W.2d 678 (1968), in relation to claims of mental injury. See Swiss Colony, Inc. v. DILHR,
72 Wis.2d 46, 54-55, 240 N.W.2d 128, 132 (1976). In Swiss Colony, the court found that the Lewellyn
rule was “inapplicable to [that] particular case of mental injury” because it
was “not a case where there [was] a history or evidence of prior mental or
mental-physical disabilities later aggravated by work stresses.” Swiss Colony, 72 Wis.2d at
54-55, 240 N.W.2d at 132. However, the
court went on to find that the circuit court incorrectly failed to apply the
recently adopted “unusual stress” test to a claim of nontraumatically caused
mental injury stating that “[t]he policy of caution and carefulness announced
in [School Dist. No. 1] would be frustrated if these guidelines
were abandoned and the standards for physical injuries applied ¼.” Id. at 55, 240 N.W.2d at 132.
[5] Lust also experienced these kinds of
symptoms. However, his award was not
based on these problems.
[6] In Lewellyn, 38 Wis.2d at 59,
155 N.W.2d at 687, the supreme court denied compensation to the claimant not
because she had failed to prove “unusual stress”—though she was allegedly
injured while turning and lifting an object weighing only five pounds thirteen
ounces—but rather because there was “sufficient credible evidence that the work
incident did not aggravate beyond normal progression [the claimant’s]
degenerative condition.” The court did
not inquire into whether the claimant was subjected to “unusual stress.” The Lewellyn rule requires
only that the claimant establish a causal link between the employment and the
injury, not that he or she was subjected to “unusual stress.”