MISSISSIPPI WORKERS COMPENSATION COMMISSION



MWCC NO. 96-09498-G-3039

JANICE KIRK                                                                                                                                              CLAIMANT

VS.

K-MART                                                                                                                                                        EMPLOYER
(SELF-INSURED)

REPRESENTING CLAIMANT:
John Hunter Stevens, Esquire, Jackson, MS

REPRESENTING EMPLOYER:
H. Byron Carter, III, Esquire, Jackson, MS

FULL COMMISSION ORDER

This matter was heard by the Commission on August 6, 2001 pursuant to the Employers Petition for Review. The Employer is seeking to overturn an Opinion of the Administrative Judge issued February 23, 2001 which awarded the Claimant permanent total disability benefits for a psychological injury.

I.

The parties have agreed that Janice Kirk sustained a compensable physical injury on June 17, 1996 when she fell from a ladder, and that her average weekly wage at that time was $484.00. Mrs. Kirk was paid temporary disability benefits for this injury in the total amount of $688.58 for the periods June 18, 1996 to June 23, 1996 and June 26, 1996 to July 7, 1996. There is insufficient proof as to whether Mrs. Kirk incurred any additional periods of temporary disability from this physical injury, and there is no proof that Mrs. Kirk sustained any permanent disability as a result of this physical injury. There also is no issue raised as to the medical treatment to which Mrs. Kirk is entitled because of this injury.

The focus, instead, is on the question of whether Mrs. Kirk also sustained a compensable psychological injury while under the employ of K-Mart. Mrs. Kirk testified that she was first employed by K-Mart on April 29, 1976. Beginning in 1991 she helped open a K-Mart store in Vicksburg and commuted from her home in Yazoo County for eight weeks, working from 7:00 in the morning until late in the evening. She was an office manager and this assignment resulted in a significant increase in her responsibilities and working hours. On her fortieth birthday in 1991, for example, she did not get home from work until 11:00 p.m. and missed a birthday party in her honor as a result. It was at this time that Mrs. Kirk first began to experience bad headaches, and thereafter she sought medical treatment for this problem.

Sometime in 1994 Mrs. Kirk oversaw the closing of the old K-Mart store in Yazoo City and the simultaneous opening of the new store in Yazoo City. She described these experiences as stressful. Mrs. Kirk states that she often put in 80 to 90 hours per week during the transition from the old K-Mart store in Yazoo City to the new one. She explained that her job at the time had been that of office manager, the person responsible for keeping track of invoices and the like. However, once the new store started opening in Yazoo City, the personnel manager at the time was forced to take medical leave. This person eventually retired and Mrs. Kirk had to assume these additional duties while the personnel manager was on medical leave. Mrs. Kirk explained that she was under tremendous stress trying to keep up with her duties as office manager in addition to doing hiring for the new store and doing payroll for both the old store and the new store.

During this time Mrs. Kirk continued to experience bad headaches and crying spells. She attributed these symptoms to the helplessness she felt after being overwhelmed by the many different responsibilities she had to assume during this transition for K-Mart. In February 1996 she took several weeks of medical leave, but was able to return to work. In June 1996, Mrs. Kirk fell from a ladder at work and hit her head, and she claims her headaches grew noticeably worse after this fall. As it became more difficult to keep up with her many job responsibilities, Mrs. Kirk stated the stress she felt got worse until she was finally admitted to Charter Hospital in November 1996.

Mrs. Kirk was treated for psychological problems at Charter Hospital until April 1997. She attempted without success to return to work for K-Mart after her treatment, and she has not worked anywhere else since. She denied ever having experienced headaches or psychological problems in the past, and testified that she loved her job at K-Mart even though it consumed her life. Mrs. Kirk still requires regular psychiatric treatment and is not sure if she could handle another job.

Marcia Henry, a long time employee of K-Mart, testified that she worked with Mrs. Kirk at the old K-Mart store in Yazoo City as well as at the new store. In June 1996 she was promoted to Human Resources Manager at the new K-Mart store. Before that she worked as a merchandiser. Ms. Henry stated that she and Mrs. Kirk were the first two employees transferred to the new store in late January or early February 1994.

Ms. Henry testified that she first became aware of Mrs. Kirk's headaches after they both had transferred to the new K-Mart store in early 1994. She stated that Mrs. Kirk would come in some days and have headaches and would leave, or would become upset. Ms. Henry described Mrs. Kirk's bout with headaches as on and off. To her knowledge, Mrs. Kirk never claimed her headaches grew worse or were in any way related to the fall from the ladder.

Ms. Henry estimated that she and Mrs. Kirk worked an average of 50 to 60 hours per week during the early stages of the new store opening, and up to 70 hours per week as the time for the new store grand opening approached. She stated, however, that this was normal for all of the people involved in opening the new store. After the new store officially opened, Mrs. Kirk worked approximately 50 to 60 hours per week, according to Mrs. Henry. Ms. Henry also testified this was normal considering the transition from a smaller store to a store of much higher volume.

Ms. Henry confirmed that Ms. Kirk assumed some additional personnel duties at the old store starting about October 1993 when the former personnel manager retired. She also stated, though, that K-Mart brought in other personnel managers to assist once the transition from the old store to the new store began. In her words, "there were others there to assist and help and did do so." Ms. Henry herself assumed the personnel manager duties in full after the new store officially opened in April 1994.

Mrs. Kirk's husband also testified at the hearing. Mr. Kirk stated that his first recollection of Mrs. Kirk's headaches was around her fortieth birthday in 1991. At the time she was working at the K-Mart store in Vicksburg. He stated this particular day was typical of Mrs. Kirk's work schedule while assigned to the Vicksburg store. Mr. Kirk had planned a birthday party for his wife, complete with balloons and guests, but she did not arrive home from work until 11:00 p.m. Needless to say, the party was cancelled and Mrs. Kirk went straight to bed complaining of a headache. Mr. Kirk did not remember how many hours per week his wife worked at the Vicksburg store but he did say it was a lot of hours.

Mr. Kirk testified that his wife's headaches continued, and that her work load increased significantly during K-Mart's transition from an old store to a new store in a Yazoo City. She constantly complained of headaches and having trouble dealing with all of the responsibilities of her job. Mr. Kirk denied any other life experiences which may have contributed to his wife's nervous break down. All the signs, in his view, pointed to her stressful job at K-Mart as the source of her problems.

II.

There are many medical records in evidence, and on the whole, they overwhelmingly establish that Mrs. Kirk does indeed have a mental illness which has been identified as major depression. K-Mart, in fact, does not deny that Mrs. Kirk has a bona fide mental illness. The issues here, instead, focus on causation and compensability.

Dr. Faeza Jones, her treating physician at the Warren-Yazoo Mental Health Service, and her therapist, Angela Street, both were of the opinion that Mrs. Kirk's major depression was caused or contributed to by her stressful work at K-Mart. In their view, which is uncontradicted, "the excessive stress related to [her work] appeared to have triggered a pattern of debilitating headaches" which in mm triggered Mrs. Kirk's mental illness. Both also were of the opinion that the physical injury she suffered in June 1996 "may have also been a contributing cause in exacerbating the pattern of headaches." Dr. Jones and Ms. Street felt that Mrs. Kirk was totally disabled from work.

Predictably, K-Mart disputes that Mrs. Kirk's mental illness is causally related to her work. They argue that no extraordinary employment related events have been identified, and they also point to references throughout Mrs. Kirk's medical records that there were many other stressors in her personal life which have contributed to her continuing mental illness.1

A.

To recover benefits for her allegedly disabling mental injury, Mrs. Kirk must prove by clear and convincing evidence that she suffers from a disabling mental injury which was either caused, contributed to or aggravated by something other than the ordinary incidents of her employment, or that her disabling mental injury was caused, contributed to or aggravated by a work related physical injury. Miss. Code Ann. §71-3-3(b) (Rev. 2000); Bates v. Countrvbrook Living Center, 609 So.2d 1247, 1248 (Miss. 1992); Fought v. Stuart C. Irbv Co., 523 So.2d 314, 317 (Miss. 1988); Mvles v. Rockwell Intern., 445 So.2d 528, 537 (Miss. 1983).2

The questions in this case are whether Mrs. Kirk suffers from a disabling mental injury that was sufficiently aggravated by the physical injury she suffered at work, or whether her disabling mental injury stems from working conditions which we may reasonably characterize as something other than the ordinary incidents of employment so as to render her mental injury compensable even in the absence of the aforementioned physical trauma. In end, we answer both questions in the negative.

As for the possible causal connection between Mrs. Kirk's fall from a ladder in June 1996 and her mental illness, Dr. Jones and Ms. Street were of the opinion that this fall "may" have aggravated the pattern of headaches from which Mrs. Kirk suffered. Based on their earlier opinion that these headaches contributed to the development of depression, we can infer that this fall "may" have aggravated to some extent Mrs. Kirk's mental illness. No other medical evidence has been offered which addresses the possible connection between these events.

In considering this particular question, it is critical to note that Dr. Jones and Ms. Street were of the opinion only that this fall "may" have aggravated Mrs. Kirk's headaches. This opinion does not sound to us in terms of reasonable and dependable medical probabilities, but merely in terms of possibility. The opposite conclusion appears just as legitimate, i.e. the fall from the ladder may not have aggravated Mrs. Kirk's headaches.

It is well recognized that proof of causal connection must rise above mere possibility. Especially is this so in cases of this nature which require expert medical opinion to help establish causation. If this medical opinion is not based on dependable medical probability, then we are left to engage in speculation as whether Mrs. Kirk's fall from the ladder bore any causal relationship to her mental illness. Dunn, Mississippi Workers' Compensation §273 (3d ed. 1982). Admittedly, both Mr. and Mrs. Kirk thought her headaches became worse after and as a result of this fall, but it appears to us that a more definite medical opinion is required to substantiate such a claim. Under the circumstances, and given the nature of the only expert opinion offered, there is not clear evidence that Mrs. Kirk's mental illness was either caused, contributed to or aggravated by the physical injury she sustained at work on June 17, 1996.

This leaves us to decide whether Mrs. Kirk has presented clear and convincing evidence that her mental illness was caused, contributed to or aggravated by something other than the ordinary incidents of her employment. The evidence establishes that Mrs. Kirk was an extremely dedicated employee for K-Mart, and that she worked her way up to the position of office manager, a demanding position no doubt. The evidence does not convince us, however, that Mrs. Kirk consistently worked 80 to 90 hours per week as she claimed, although the proof is such that we can find she routinely worked 50 or 60 hours per week. The proof also establishes that Mrs. Kirk performed additional duties during the period when K-Mart was in transition from its old store in Yazoo City to its new store; but, she was not without help during this period. Finally, the credible testimony of her co-worker establishes that the requirements of Mrs. Kirk's job, at least during her tenure with the K-Mart stores in Yazoo City, were not unusual given her managerial role, and that during the critical transition period to the new store in Yazoo City, the conditions of Mrs. Kirk's employment were not unlike others involved in the transition. The question ultimately is whether Mrs. Kirk's struggle with the demands of her job and her consequent development of a major depressive disorder demand that we award her compensation benefits under the Workers' Compensation Law.

Very recently, the Mississippi Court of Appeals decided a similar case. In Smith v. City of Jackson, 2000-WC-00788-COA (August 14, 2001) an employee of the City of Jackson Police Department developed a mental injury which the Commission found was due to stressful incidents of his employment. In particular, the claimant presented credible proof that he was left to work alone for several weeks in the evidence department and was overwhelmed by the requirements of the job. In discussing his claim, the Court stated:

Slip op. at 3-4.

Like in Smith, Mrs. Kirk had a demanding job no doubt which caused her a great deal of stress and which no doubt contributed to or aggravated her mental illness. Managerial work is demanding work, and we suspect this is especially true in the retail sector. Nonetheless, there is not any clear and convincing evidence which establishes that Mrs. Kirk was subjected or exposed to extraordinary or unusual employment conditions. There simply are not any employment related events or incidents involving Mrs. Kirk that we may fairly label as extraordinary or unusual given the nature of her position with K-Mart. As in Fisher v. Empire Gas Co., 770 So.2d 1002, 1006 (Miss.Ct.App. 2000), this case falls "short of the kind of prolonged and excessive working hours" or extraordinary working conditions that would compel an award of workers' compensation benefits for a resulting mental injury.

III.

In the end, we are moved by Mrs. Kirk's tragic struggle with mental illness. However, guided by the applicable law and the evidence presented, we have no choice but to conclude that there is no clear evidence of a causal connection between Mrs. Kirk's mental illness and her fall from a ladder at K-Mart, and there is no clear and convincing evidence that the conditions and incidents of her employment were anything but ordinary. We therefore affirm the Administrative Judge's Order of February 23, 2001 as it pertains to Mrs. Kirk's physical injury, but we reverse and set aside that part of the Order which finds Mrs. Kirk is entitled to permanent total disability benefits and medical treatment at the Employer's expense for her mental injury. Her claim for benefits based on this mental injury is dismissed and denied accordingly.
SO ORDERED this the 20th day of August, 2001.

MISSISSIPPI WORKERS' COMPENSATION COMMISSION

BEN BARRETT SMITH, CHAIRMAN
BARNEY J. SCHOBY, COMMISSIONER
LYDIA QUARLES, COMMISSIONER

ATTEST:
Jo Ann McDonald, Commission Secretary

MISSISSIPPI WORKERS' COMPENSATION COMMISSION

MWCC NO. 96-09498-G-3039

JANICE KIRK                                                                                                                                               CLAIMANT

VS.

K-MART                                                                                                                                                        EMPLOYER
(SELF-INSURED)

REPRESENTING THE CLAIMANT:
John Hunter Stevens, Esquire, Jackson, MS

REPRESENTING THE DEFENDANT:
H. Byron Carter, III, Esquire, Jackson, MS

OPINION OF THE ADMINISTRATIVE JUDGE

Janice Kirk alleged that she sustained a work-related psychological injury that was aggravated by a work-related physical injury on June 17, 1996. Because the Employer admitted the physical injury but denied that Mrs. Kirk's psychological condition was work-related, a hearing was held at the Mississippi Workers Compensation Commission Building. Considering all the facts, the Administrative Judge finds that Mrs. Kirk is entitled to temporary disability benefits for her physical injury and permanent total disability benefits for her separate psychological injury.

STIPULATIONS

At the hearing the parties stipulated to these facts:

ISSUES

The parties identified these issues:
 

SUMMARY OF RELEVANT EVIDENCE

1.  Douglas Kirk

2. Janice Kirk 3. Marcia Henry 4. Adele A. Thiel 5. King's Daughters Hospital Records
On June 17, 1996, the history stated that Mrs. Kirk had fallen six or seven feet from a ladder at work, struck her neck, and landed on her right side. She complained of pain in her right hip, neck, and head. The examination produced normal results, so Mrs. Kirk was given pain medication and taken off work. On June 20, 1996, she was released to return to work.

On June 27, 1996, Mrs. Kirk complained of pain in the right side of her head and neck. The neurological examination was normal.

On December 18, 1996, Mr. Kirk brought Mrs. Kirk to the hospital and told Dr. Sigrest that Mrs. Kirk "refused to speak, eat, or interact socially...."2 Dr. Sigrest found that Mrs. Kirk took "Neurotin, Effexor, and Clonipin in high dosages."3 After arriving at the hospital, Mr. Kirk refused to take those drugs, and her condition quickly improved. Dr. Sigrest reduced the dosages, and by December 20, 1996, Mrs. Kirk had "returned to her normal state."4  Dr. Sigrest diagnosed her condition as a schizophrenic reaction versus an hysterical reaction.

On April 7, 1998, Mrs. Kirk saw Dr. R. M. Foose for a referral to an orthopedist for further treatment of her lower back and left knee. (She still complained of headaches.) On June 10, 1998, Mrs. Kirk was diagnosed as suffering from depression.


6. Nordal Clinic Records


7. Charter Hospital Records

8. Ronald B. Williams
Dr. Williams treated Mrs. Kirk's headaches with myofascial trigger point injections and bilateral occipital nerve blocks. That treatment produced excellent results - at least for a while - and by December 12, 1996, Mrs. Kirk's headaches stopped. Later on January 24, 1997, Dr. Williams told Mrs. Kirk to workout three to five times a week to reduce her pain and depression.

OnApril 14, 1997, Mrs. Kirkreportedthatshehadreturnedto workonApril 1, 1997, and that her headaches had returned as well. Mrs. Kirk's job-related stress continued, and on April 21, 1997, she and Dr. Williams "discussed [her] job status as a contributing cause to her HA [i.e., headaches]."6 Then on April 28, 1997, Dr. Williams noted that "her job seems to be her main source of stress/frustration."7

On May 14, 1997, Dr. Williams diagnosed Mrs. Kirk'sconditionas bilateral occipital nerve neuralgic.

On May 19, 1997, Dr. Williams and Mrs. Kirk discussed herjob stress. On May 22, 1997, Dr. Williams noted that Mrs. Kirk was depressed and that she was experiencing significant stress from worrying about getting behind at work.

9. V. Faeza Jones
INITIAL FINDINGS OF FACT

Upon consideration of the pleadings, pre-trial statements, stipulations, lay and medical evidence, demeanor of the witnesses at the hearing, and applicable law, the Administrative Judge finds these facts:

ANALYSIS AND DECISION

1.Physical Injuries

2. Psychological Injuries
ORDER

IT IS, THEREFORE, ORDERED AND ADJUDGED that the Employer shall pay workers' compensation benefits to the Claimant as follows:
 

1.Temporary disability payments for the Claimant's physical injuries at the appropriate rate from June 17, 1996, until the Claimant returned to work full-time, with the Employer to receive credit for the temporary benefits already paid;

2. Permanent total disability payments for the Claimant's psychological injuries in the amount of $264.55 each week, beginning October 16, 1996, and continuing for 450 weeks; and,

3. Penalties and interest on any due and unpaid compensation benefits.


IT IS FURTHER ORDERED AND ADJUDGED that the Employer shall provide reasonable and necessary medical services and supplies as required by the nature of the Claimant's injury and the process of recovery therefrom, pursuant to Miss. Code Ann. Section 71-3-15 (Rev. 2000), and the Medical Fee Schedule.

SO ORDERED this the 23rd day of February, 2001.

MARK HENRY
ADMINISTRATIVE JUDGE

ATTEST:
Jo Ann McDonald, Commission Secretary
 
 

1 K-Mart also questions the timeliness of Mrs. Kirk's claim and argues it is barred by the two year statute of limitations. Miss. Code Ann. §71-3-35(Rev. 2000). Because we find this claim ultimately unsupportable by the facts, we omit any discussion of this issue.

2 In Myles the Court stated the "test of causal connection between a work related accident and a psychoneurosis subsequent to that accident is a test of 'clear evidence."' 445 So.2d at 537. This obviously implies a standard of proof greater than the typical preponderance standard, and we presume it refers to the "clear and convincing" standard of proof.


1 Ms. Henry is not related to the Administrative Judge in this claim.

2 Employer/Carrier's Exhibit 8, King's Daughters Hospital Records, at p. 40.

3 Id.

4 Id.

5 Employer/Carrier's Exhibit 3, Nordal Clinic Records, p. 20.

6 Employer/Carrier's Exhibit 7, Dr. Ronald B. Williams' Records, p. 43.

7 Id., at 42.

8 Claimant's Exhibit 1, Dr. V. Faeza Jones' Medical Records, pp. 46 -47.

9 The record was unclear as to when Mrs. Kirk had ceased work.

10 See footnote 7.

11 Id.

12 For example, throughout the entire hearing, Mrs. Kirk's leg shook continuously and - as far as the Administrative Judge could determine - involuntarily.