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Holly Farms v. Yancey

Supreme Court of Virginia
Oct 12, 1984
321 S.E.2d 298 (Va. 1984)

Summary

In Holly Farms v. Yancey, 228 Va. 337, 321 S.E.2d 298 (1984), we reviewed a decision in which the Commission found that a back strain, which had its origin in repeated, work-related trauma, was an ordinary disease of life.

Summary of this case from Western Elec. Co. v. Gilliam

Opinion

44714 Record No. 831386.

October 12, 1984.

Present: Carrico, C.J., Poff, Compton, Russell, Stephenson, and Thomas, JJ.

A back strain is not a disease and, if it is, the strain is not an excepted ordinary disease of life within the provision of Code 65.1-46 so as to entitle claimant to workers' compensation; various evidential issues.

(1) Workers' Compensation — Statutory Construction — Injury Defined (Code Sec. 65.1-7) — Workers' Compensation Act Provides Coverage Only for Injury by Accident or Occupational Disease.

(2) Workers' Compensation — Statutory Construction — Injury Defined (Code Sec. 65.1-7) — Injury by Accident — Evidence — Back Strain — Claimant's Evidence Does Not Establish Sudden, Obvious Mechanical or Structural Change in Back to Prove Accidental Injury.

(3) Workers' Compensation — Statutory Construction — Injury Defined (Code Sec. 65.1-7) — Definition of Injury or Disease Encompassing Any Bodily Ailment is Overbroad.

(4) Workers' Compensation — Evidence — Does Not Establish Back Strain as a Disease.

(5) Workers' Compensation — Statutory Construction — Occupational Disease Defined (Code Sec. 65.1-46) — Assuming Disease Established, Exceptions for Recovery for Ordinary Disease of Life Stated.

(6) Workers' Compensation — Evidence — Fails to Establish that Ordinary Disease of Life Incident of Occupational Disease.

Claimant experienced back pain after working for four or five months as an inspector of chicken parts packages. After an investigation of claimant's report of injury, the employer's carrier denied liability on the ground that claimant's condition did not result from an accidental injury or an occupational disease which arose out of and in the course of employment. A Deputy Commissioner ruled that claimant had suffered an accidental injury and alternatively that she was entitled to recover for an occupational disease. The Commission reversed the finding of accidental injury but, finding that claimant was suffering from an ordinary disease of life and allowed compensation as an "excepted" ordinary disease of life under the definition of occupational disease in Code Sec. 65.1-46.

1. Under Code Sec. 65.1-7, the Workers' Compensation Act provides coverage only for injury by accident or occupational disease.

2. The claimant cannot recover for an injury by accident because her evidence fails to establish that her back strain was produced by a sudden, obvious mechanical or structural change in her back.

3. A definition of injury or disease under Code Sections 65.1-7 and 65.1-46, which encompasses any bodily ailment irrespective of origin, is overbroad because such a definition would make unnecessary and meaningless the two categories specifically referred to in the Workers' Compensation Act.

4. The claimant's evidence does not establish that her back strain is a disease.

5. Assuming the claimant did establish her back strain as a disease, under Code Sec. 65.1-46 claimant, having been found by the Commission to suffer from an ordinary disease of life, would have to establish either that the ordinary disease of life was contracted in the course of employment in a hospital, sanitarium or public health laboratory, an exception inapplicable here, or must first establish an occupational disease and then establish that the ordinary disease of life followed as an incident of the occupational disease.

6. The claimant's evidence fails to establish that her ordinary disease of life followed as an incident of an occupational disease.

Appeal from an award of the Industrial Commission of Virginia.

Reversed and final judgment.

Thomas G. Bell, Jr. (Timberlake, Smith, Thomas Moses, P.C., on brief), for appellants.

Barry A. Stiefel (Lawrence J. Pascal; John Q. Adams; Ashcraft Gerel, on brief), for appellee.


The issue in this Workers' Compensation case is whether a lumbosacral strain of gradual development is an occupational disease as defined in Code Sec. 65.1-46.

Linda J. Yancey worked as an inspector for Holly Farms. It was her job to insure that packages of chicken parts were properly sealed. In performing her work, Yancey was required to pick up the packages, turn them over to inspect the seals, and, if the seals were adequate, place the packages on a rack. She did this work while standing on a concrete floor. The packages weighed, on average, five pounds apiece. In the course of a shift, Yancey would usually load 500 to 600 racks, each of which held eight packages. She testified that "sometimes" she would load as many as 900 racks in one shift. In order to load the racks, Yancey had to make certain unspecified twisting movements of her body.

Yancey had worked as an inspector for four to five months before she experienced any back pain. She testified that on July 23, 1982, the day before she was scheduled to go on vacation, she had been working five to six hours when "it felt like in the middle of my back there was something pulling real hard." She finished her shift and went on vacation for a week, Yancey testified that when she returned from vacation her back "felt pretty good." According to her, "[t]he rest really helped it and then I went ahead and worked a couple of weeks and then it got worse again." She said that the soreness recurred "three weeks after" her return from vacation. She explained that after working a "couple of hours" her back "would get sore and by the end of the night it would feel like it was pulling down in there again so I'd go home." She stopped working on September 8, 1982.

On September 28, 1982, Yancey filed her first report of injury. In that report she said the date of her injury was "unknown." She described the nature of her injury as, "Lower Back Pain-Muscle Strain." On September 30, 1982, she filed an Application for Hearing in which she described the nature of her complaint as "Low Back pain, secondary to muscle strain." After an investigation, Holly Farms' carrier denied liability on the grounds that Yancey's condition did not result from an accidental injury or occupational disease which arose out of and in the course of employment.

The Commission scheduled a hearing to consider Yancey's claim of "accidental injury." The matter was heard before a deputy commissioner who, after hearing some of the testimony, advised the parties that he was going to consider the case "under an occupational disease theory as well as accidental injury theory." The deputy commissioner ruled that Yancey had suffered an accidental injury. He also made an alternative ruling: he stated that even if an accidental injury had not been proved, Yancey was entitled to compensation "on the basis of an occupational disease."

The full Commission, with one member dissenting, reversed the finding of accidental injury but upheld the finding of occupational disease. Holly Farms contends the full Commission erred. We agree.

Holly Farms advances two main arguments in support of its view that the Commission erred. First, it contends that a back strain is not a disease and should not have been treated as such by the Commission. Second, it contends that even if we assume Yancey's back strain constituted a disease, she was not entitled to compensation because she failed to meet the conditions imposed by Code Sec. 65.1-46.

[1-2] The Workers' Compensation Act provides coverage in only two circumstances: "injury by accident, or occupational disease. Code Sec. 65.1-7. Heretofore, we have not considered whether a back strain falls under the heading "occupational disease." In the past, our cases concerning back pain have consistently analyzed the facts to ascertain the existence of an "injury by accident." See, e.g. VEPCO v. Cogbill, 223 Va. 354, 288 S.E.2d 485 (1982); Badische Corp. v. Starks, 221 Va. 910, 275 S.E.2d 605 (1981); Tomko v. Michael's Plastering, 210 Va. 697, 173 S.E.2d 833 (1970); Virginia Electric, Etc., Co. v. Quann, 197 Va. 9, 87 S.E.2d 624 (1955); Big Jack Overall Co. v. Bray, 161 Va. 446, 171 S.E. 686 (1933). Under these cases, Yancey could not recover for an "injury by accident" because her evidence failed to establish a "sudden, obvious mechanical or structural change" in her back. Cogbill, 223 Va. at 357, 288 S.E.2d at 487.

[3-4] Thus, implicit in our decisions is the rule that back injuries are injuries, not diseases. Consistent with this rule, the Commission stated in Hensley v. Morton Frozen Foods Division, 46 O.I.C. 107, 109 (1964), that: "Back strain is not a disease. Strain of the muscles or tendons in the back is due to a single or repeated physical trauma which injures the muscle or tendons."

Despite this Court's opinions regarding back injuries, Yancey urges us to adopt a broad definition of disease which would encompass virtually anything that goes wrong with the body. Yancey makes this argument even though the record is devoid of any evidence, expert or otherwise, that a back strain is a disease. Yancey merely asserts that her back strain is a disease. We do not find it necessary to pick our way through dictionary definitions of "disease" in order to reject Yancey's argument. The Virginia statute provides protection where there has either been an accidental injury or an occupational disease. A definition of either "injury" or "disease" that is so broad as to encompass any bodily ailment of whatever origin is too broad because it would make unnecessary and meaningless the two categories specifically set forth in the Act. For more than 50 years, back pains such as those complained of by Yancey have been treated in our cases as injuries, not as diseases. If this distinction is to be done away with, the legislature must do so. We hold then, that on the facts of this appeal, Yancey's back pain was not a disease.

[5-6] The Commission's ruling was in error for yet another reason. The Commission's finding that her disease was an "ordinary disease of life," together with other facts in the case, points unmistakably to the conclusion that Yancey was not entitled to compensation.

Upon review of Yancey's occupational disease argument, the Commission stated the following conclusion:

Lumbar strain is generally known to be a disease process to which individual members of the general public may be exposed outside of the employment of poultry worker. We find that lumbar strain is an ordinary disease of life. . . . . Upon consideration of all the circumstances established by this record, the Commission finds that the employee's lumbar strain arose out of her employment as a poultry inspector and we conclude that her injury qualifies as an excepted ordinary disease of life under the definition of occupational disease in accord with the provisions of Sec. 65.1-7 and Sec. 65.1-46.

(Emphasis added.) Once the Commission concluded that Yancey suffered from an ordinary disease of life, she was not entitled to compensation unless her condition met either one of two exceptions contained in Code Sec. 65.1-46; that provision reads in pertinent part as follows:

No ordinary disease of life to which the general public is exposed outside of the employment shall be compensable, except:

(1) When it follows as an incident of occupational disease as defined in this title; or

(2) When it is an infectious or contagious disease contracted in the course of employment in a hospital or sanitarium or public health laboratory.

The second exception has no application to this case. Unless the first exception applies, Yancey cannot recover even if a back strain is a disease.

In our opinion, the first exception does not apply because Yancey's back pain did not "follow as an incident of occupational disease." Yancey contends that this language is ambiguous and that it could be read in such a way that the back pain need not follow some other occupational disease but merely follow from the demands of the occupation. We think Yancey's reading of the statute is contrived and unreasonable. In our view, the plain meaning of the language set forth above is that before an ordinary disease of life can be excepted, and thus made compensable, the claimant must first establish the existence of an "occupational disease" and then establish that the ordinary disease of life of which she complains followed "as an incident of" that occupational disease. The six remaining factors referred to in the last part of Code Sec. 65.1-46 have nothing whatever to do with proving an excepted ordinary disease of life.

The Commission erred in awarding compensation to Yancey. Therefore, we will reverse its award and enter final judgment for the employer.

Reversed and final judgment.


Summaries of

Holly Farms v. Yancey

Supreme Court of Virginia
Oct 12, 1984
321 S.E.2d 298 (Va. 1984)

In Holly Farms v. Yancey, 228 Va. 337, 321 S.E.2d 298 (1984), we reviewed a decision in which the Commission found that a back strain, which had its origin in repeated, work-related trauma, was an ordinary disease of life.

Summary of this case from Western Elec. Co. v. Gilliam

In Holly Farms v. Yancy, 228 Va. 337, 321 S.E.2d 298 (1984), Western Electric Co. v. Gilliam, 229 Va. 245, 329 S.E.2d 13 (1985), and finally in Merillat, the Supreme Court declined to cite with approval a definitive and comprehensive definition of "disease" applicable to these Code sections. Rather, where the condition arose from cumulative trauma resulting from repetitive motion, even though causally connected to the employment of the employee, the Court has repeatedly rejected any definition of disease that is so broad as to render meaningless the distinction between the statutory categories of injury by accident and occupational disease.

Summary of this case from Perdue Farms, Inc. v. Mccutchan

In Yancey, the Commission found that the claimant's back strain should have been classified as an "ordinary disease of life."

Summary of this case from Belcher v. City of Hampton
Case details for

Holly Farms v. Yancey

Case Details

Full title:HOLLY FARMS/FEDERAL COMPANY, ET AL. v. LINDA J. YANCEY

Court:Supreme Court of Virginia

Date published: Oct 12, 1984

Citations

321 S.E.2d 298 (Va. 1984)
321 S.E.2d 298

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