Tuesday, January 3, 2012

Sabine-Pilot Wrongful Discharge Suit – No-evidence summary judgment for employer reversed

   
Nezat v. Tucker Energy Services, Inc.,

No. 14-11-00185-CV (Tex.App.- Houston [14th Dist.] Jan. 3, 2011, no pet. h.(wrongful termination claim based on employer’s retaliation for worker’s refusal to commit illegal act as exception to at-will doctrine in Texas).  


MEMORANDUM OPINION BY JUSTICE HILL JAMISON


James Nezat appeals from the trial court’s grant of Tucker Energy Services, Inc.’s

no-evidence motion for summary judgment.  Nezat sued Tucker Energy for retaliatory

discharge under  Sabine Pilot Service, Inc. v. Hauck, 687 S.W.2d 733, 734-35 (Tex.

1985), alleging that Tucker  Energy  terminated his employment because he refused to

drive a truck without a required permit.  In its motion, Tucker Energy asserted that Nezat

could produce no evidence that the truck required a permit or that Nezat knew the truck

required a permit.  The trial court granted the motion without specifying on which ground 2

or grounds it was being granted.   In two issues on appeal, Nezat contends that he

presented evidence raising a fact question regarding whether the truck required a permit

and whether he knew it required a permit.  We reverse and remand.



Background



It is undisputed that Nezat was an employee of Tucker Energy in December 2008. 

In his original petition, filed July 14, 2009, Nezat alleged that in mid-December 2008, his

supervisor, Tane Herbert, ordered him to drive a fluid pump truck to Arkansas despite the

fact that Tucker Energy knew that the truck required a permit to be operated in Arkansas

and  that  Tucker Energy had  no such permit  for that vehicle for the date in question.

1

 

Nezat further asserted that it is a misdemeanor offense to operate a vehicle in Arkansas

without  a  required permit.

2

    He  claimed that he was terminated solely for refusing to

drive the truck to Arkansas without the proper permit.  Nezat stated a cause of action for

retaliatory discharge under Sabine Pilot.  He sought damages for loss of earning capacity

in the past and future as well as mental anguish.



On May 19, 2010, Tucker Energy filed a combined traditional and no-evidence

motion for summary judgment, which the trial court denied.   On November 1, 2010,

Tucker Energy filed a second no-evidence motion for summary judgment.  In this

motion, Tucker Energy asserted that Nezat could produce no evidence that (1) the truck

was overweight on the date in question and required a permit or (2) Nezat knew that the

truck was overweight and required a permit on that date.



In response,  and as will be discussed in more detail below, Nezat presented

evidence that in December 2008, he was the sole employee of Tucker Energy responsible

for or with any knowledge regarding the permitting of trucks and that the truck in

                                               

1

Nezat has represented different dates on which he refused to drive the truck.  In his deposition,

Nezat stated that he refused on December 16, 2008.  In his original petition, he stated the date as

December 19.  In his briefing to this court, he states December 18.  Because Nezat’s deposition testimony

was under oath and Tucker Energy also represents December 16 as the date in question, we will assume

for purposes of this opinion that December 16, 2008, is the correct date.



2

Nezat claims that, though the truck was under the gross weight required by law, there was too

much weight distributed to the two rear axles which made it require a permit.3

question required a permit because it was overweight on its rear two axles.  The trial

court granted the motion for summary judgment, and Nezat now brings this appeal.



Standard of Review



Under the employment at-will doctrine in Texas, employment for an indefinite

term can be terminated at will and without cause.  Winters v. Houston Chronicle Publ’g

Co., 795 S.W.2d 723, 723 (Tex. 1990).  In Sabine Pilot, the Texas Supreme Court set

forth a common law exception to the employment at-will doctrine, prohibiting an

employer from firing an employee solely because that employee refused to perform an

illegal act.  687 S.W.2d at 735.   To prevail under the  ―very narrow  Sabine Pilot

exception, the former employee must prove that ―his [or her] discharge was for no reason

other than his [or her] refusal to perform an illegal act.  687 S.W.2d at 735.

As set forth above, Tucker Energy asserted in its no-evidence motion for

summary judgment that Nezat could produce no evidence that the truck in question was

overweight or that Nezat knew that it was overweight.  These grounds essentially

challenged Nezat’s ability to prove that he refused to perform an illegal act.   To defeat a

no-evidence motion for summary judgment, the responding party must present evidence

raising a genuine issue of material fact supporting each element contested in the motion. 

Timpte Indus., Inc. v. Gish, 286 S.W.3d 306, 310 (Tex. 2009).  When reviewing a trial

court’s grant of such motion, we consider the evidence presented in the light most

favorable to the party against whom summary judgment was rendered, crediting evidence

favorable to that party if reasonable jurors could, and disregarding contrary evidence

unless reasonable jurors could not.  Id.   We review a no-evidence summary judgment de

novo. See Joe v. Two Thirty Nine Joint Venture, 145 S.W.3d 150, 156–57 (Tex. 2004).

Nezat’s Evidence


The crux of Nezat’s claim regarding the truck is not that it was overweight as a

whole but that the rear two axles had too much weight on them, a condition which would

make operation of the truck on Arkansas roads without a permit a misdemeanor offense.  4

See Arkansas Code §§ 27-35-101 (criminalizing operation of overweight vehicles), 27-

35-203(b) (providing that two axles within 96 inches may not exceed 34,000 pounds total

gross load).  In response to Tucker Energy’s no-evidence motion, Nezat presented the

following evidence pertaining to the condition of the truck and his knowledge thereof: 

(1)  excerpt from  the deposition of Randy Nitz, president of Tucker Energy’s United

States operations; (2) excerpt from Nezat’s deposition; (3) Nezat’s affidavit; (4) excerpt

from the deposition of Tucker Energy employee Bruce Lester; (5) eight Arkansas permits

issued for the truck on other dates; (6)  citation issued in Louisiana for the truck being

overweight and unpermitted; (7) email from Nezat to Tucker Energy sent on December

19, 2008; and (8) excerpt from the deposition of Jason Pitts.

In his deposition, Nitz testified that the only person with Tucker Energy’s United

States operations  in December 2008  with ―any knowledge of permitting trucks was

Nezat.  Nezat was in charge of permitting trucks for Tucker Energy, in charge of auditing

the permitting process, and had all of the responsibilities for permitting Tucker Energy’s

trucks.

Nezat testified in his deposition that he was a fluid pump/nitrogen pump truck

operator for Tucker Energy in December 2008, but he was also a safety representative for

the company, and he made sure that the company’s equipment ―was in compliance.  He

further stated that when he was informed that he would be driving a particular truck to a

jobsite in Arkansas, he told the job supervisor, Jason Pitts, that the truck did not have its

proper permits and that he would not drive the truck without a permit.  In his affidavit,

Nezat stated that while the truck was underweight as a whole, ―there was too much

weight distributed to the two rear axles which made it require a permit.  Operating a truck

without  a  permit is  a misdemeanor  and illegal  and I knew that  on the day that Tucker

fired me.

In his deposition, Lester stated that he heard from ―Jason that Nezat had refused

to drive the truck  because of  a permitting issue.  Lester further described receiving a

citation in Louisiana  in November 2008  for driving a Tucker Energy Truck that was 5

―over axle weight.    The citation itself also  was  attached to Nezat’s response.  It is

undisputed that the truck in question was the same one that Nezat refused to drive and

that was the subject of the Arkansas permits discussed next.


Each of the eight permits attached to Nezat’s response show the same truck with

the same total gross weight and same weight on the rear two axles.  The combined weight

on the rear two axles was 40,000 pounds, which would appear to be a violation of

Arkansas law, described above, which permits two axles within 96 inches to have no

greater than 34,000 pounds total gross load.  See Arkansas Code § 27-35-203(b).  Each

permit was valid for between two and six days beginning on the following dates at the

end of 2008 and beginning of 2009:  December 11, 22, 29, and 31, and January 2, 9, 14,

and 20.



3

   Nezat represented to the trial court, and Tucker Energy did not dispute, that

these permits were all of the permits provided by Tucker Energy in response to discovery

requests covering the relevant time period.  None of the permits covered the date on

which Nezat claims that he was ordered to drive the truck to Arkansas without a permit,

December 16, 2008.


In the email sent by Nezat to Randy Nitz and others at Tucker Energy, Nezat

complained that he was fired for refusing to drive a truck to Arkansas without the proper

permits.  He further said that he ―was just obeying the law.  The email was sent on

December 19, 2008.


In his deposition, Pitts stated that the weight of the truck could be reduced by

removing ―pieces or ―hardware from the truck itself.  He specifically noted that

removing the truck’s manifold would reduce the overall weight by 2,000 pounds.

4

                                               
3

The permit issued on December 11, 2008 was effective only until December 13, 2008. This

would not cover any of the different dates Nezat has suggested as the date on which he refused to drive

the truck.


4

The excerpt from Pitts’s deposition was attached to a supplemental response to the motion for

summary judgment.  In this supplemental filing, Nezat responded to Tucker Energy’s assertion that the

weight of the truck was not always the same.  Through the excerpt from Pitts’s deposition, Nezat made

the point that even if it was possible to remove 2,000 pounds from the rear axles, the load on the rear

axles would still be overweight under Arkansas law by 4,000 pounds.6

Analysis 

Tucker Energy argues that  Nezat failed to produce evidence that the truck was

overweight on the day he refused to drive it.  Tucker Energy discounts Nezat’s affidavit,

in which he expressly stated that there was too much weight distributed to the two rear

axles, as well as his deposition testimony, in which he explained that he refused to drive

the truck  because it did not have a required permit, because it maintains that Nezat

contradicted  this evidence  in  another part of his deposition which was excerpted and

attached to their no-evidence motion.  We may not consider this allegedly contradictory

excerpt, however, because it was not part of Nezat’s evidence. Evidence attached to a

no-evidence motion for summary judgment can be considered only if it creates a question

of material fact.  Binur v. Jacobo, 135 S.W.3d 646, 651 (Tex. 2004); Ardoin v. AnheuserBusch, Inc., 267 S.W.3d 498, 502 (Tex. App.—Houston [14th Dist.] 2008, no pet.); see

also City of Keller v. Wilson, 168 S.W.3d 802, 825 (Tex. 2005) (indicating only evidence

contrary to a no-evidence motion can be considered).5


As  the testimony of Randy  Nitz, Tucker Energy’s president of United States

operations, made clear, Nezat was the best person at Tucker Energy in December 2008 to
                                                

5

Tucker Energy cites City of Keller and Farroux v. Denny’s Restaurants, Inc., 962 S.W.2d 108,

111 (Tex. App.—Houston [1st Dist.] 1997, no  pet.), in arguing that we can consider the deposition

excerpt attached to its motion, but neither case supports its position.  While the court in City of Keller did

suggest that when conducting a legal sufficiency review and only circumstantial evidence is offered in

support of a critical fact, a court must consider all of the circumstantial evidence relating to that fact and

not just the evidence favorable to the existence of that fact.  168 S.W.3d at 814.  There is no indication,

however, that the Keller court intended for such statement to require consideration of evidence attached to

a no-evidence motion for summary judgment; to the contrary, the court makes it clear in Keller that it is

improper to attach evidence to a no-evidence motion for summary judgment.  Id. at 825.

In Farroux, the First Court explained that a party cannot file an affidavit that contradicts his or

her own deposition testimony, without explaining the discrepancy, for the purpose of creating a fact issue

to avoid summary judgment.   962 S.W.2d at 111.  However,  Farroux was a traditional summary

judgment case wherein the court could properly consider evidence filed by both sides.  Id. at 110.  Here,

Nezat was under no duty in responding to the no-evidence motion to explain any discrepancy between his

affidavit and deposition testimony attached to the motion.  It should also be mentioned that several sister

courts of appeal have declined to follow the  Farroux sham  affidavit rule.   See, e.g.,  El Sabor de Mi

Tierra, Inc. v. Atascocita/Boone JV, No. 14-06-00652-CV, 2007 WL 2417921, at *6-7 (Tex. App.—

Houston [14th Dist.] Aug. 28, 2007, pet. denied) (mem. op.) (discussing disagreement but declining to

take a side).7


know whether a truck needed a permit due to being overweight.   Nezat’s affidavit and

deposition testimony are  more than a scintilla of evidence that the truck required a

permit, and that he knew it required a permit, on the day he was instructed to drive the

truck to Arkansas.

6

Tucker Energy additionally challenges Nezat’s  reliance on the eight  Arkansas

permits issued for the truck during the same time period as when Nezat allegedly refused

to drive the truck without a permit.  Nezat argues that the permits demonstrate that the

vehicle consistently weighed the same and required a permit to be driven into Arkansas

during the relevant time period.   Tucker Energy asserts that  the permits constitute no

evidence that the truck required a permit on the day Nezat refused to drive it to Arkansas. 

Tucker Energy argues that it would be more reasonable to infer from the eight permits

that permits were obtained when required.  Tucker Energy further points to Pitts’s

testimony that the weight of the truck could be reduced by removing pieces from the

truck.  However, this argument does no more than suggest that there is a fact question as

to whether the truck was overweight on the rear axles on the day in question and thus

required a permit.  Viewed in light of the evidence that Nezat was the person at Tucker

Energy in the best position to know whether the truck needed a permit, his insistence that

the truck indeed did need a permit on the day in question, and the testimony from Bruce

Lester that he received a citation for driving the same truck without a required permit in

Louisiana, the eight permits support Nezat’s contention that the truck was typically, if not

always, overweight during that time period.

7
                                               
6 Although no objections were sustained against Nezat’s affidavit, it is clearly not a model one. 

However, even if we were to disregard the affidavit, Nezat testified in his deposition that he refused to

drive the truck because it required a permit and did not have one.

7 In its brief to this court, Tucker Energy also complains that Nezat produced no evidence that he

was threatened with termination if he did not drive the truck to Arkansas or that he was fired for refusing

to drive the truck without a permit.  Neither of these arguments was raised as a ground for summary

judgment below.  Thus, Nezat was not required to present evidence raising a fact issue on these points. 

See Hamilton, 249 S.W.3d at 429.  Additionally, in the fact section of its brief, Tucker Energy suggests

there is no evidence that the truck did not have a permit on the day Nezat refused to drive it.  This

assertion also was not made below; thus, Nezat was not required to present evidence regarding lack of a                                                                                                                                                           

permit.  Id.  Regardless, Nezat did produce his own deposition testimony indicating that the truck was not

properly permitted on the day he refused to drive it to Arkansas.

8 To defeat a no-evidence motion for summary judgment, the nonmovant does not

have to prove his or her case, he or she merely needs to present evidence demonstrating a

genuine issue of fact on the challenged elements.  Hamilton v. Wilson, 249 S.W.3d 425,

429 (Tex. 2009).  Also in this context, all evidence is considered in a light most favorable

to the nonmovant.  Timpte Indus., 286 S.W.3d at 310. Nezat’s evidence demonstrated the

existence of a fact question regarding whether the truck was overweight on the day he

refused to drive it and whether he knew it was overweight.  Accordingly, the trial court

erred in granting the no-evidence motion for summary judgment.

We  sustain Nezat’s issues,  reverse the trial court’s judgment, and remand for

further proceedings in accordance with this opinion.


/s/ Martha Hill Jamison

Justice


Panel consists of Justices Frost, Seymore, and Jamison.


SOURCE: HOUSTON COURT OF APPEALS – 14TH DISTRICT -  14-11-00185-CV – 1/3/12

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