Envoy Air, Inc. v. Jada Creagh
CourtSupreme Court of Alabama
Date FiledOctober 16, 2026
DocketSC-2025-0022
StatusPublished
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Full Opinion
Rel: October 16, 2026
Notice: This opinion is subject to formal revision before publication in the advance sheets of Southern
Reporter. Readers are requested to notify the Reporter of Decisions, Alabama Appellate Courts,
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SUPREME COURT OF ALABAMA
OCTOBER TERM, 2026-2027
_________________________
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_________________________
Envoy Air, Inc.
v.
Jada Creagh
Appeal from Mobile Circuit Court
(CV-19-902572)
PER CURIAM.
Envoy Air, Inc. ("Envoy"), has appealed from a final judgment that
the Mobile Circuit Court entered in favor of Jada Creagh on her claim of
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retaliatory discharge. That judgment, which was based on a jury's
verdict, awarded Creagh $250,000 in compensatory damages for mental
anguish and $425,000 in punitive damages. For the reasons set forth
herein, we affirm the judgment insofar as it holds Envoy liable for
Creagh's harm, but we remand the case to the trial court with
instructions for that court to provide written findings in support of its
refusal to remit both the compensatory damages and the punitive
damages.
Facts and Procedural History
In 2018, Creagh was an employee of Envoy, which operates
commercial flights. On October 25, 2018, Creagh was working the final
flight of the night at the Mobile Regional Airport when she slipped and
fell on a set of stairs, which resulted in an injury to her shoulder. Creagh
reported the injury to her shift supervisor, Cody Arthur, who, according
to Creagh, told her that "the last person who had reported getting hurt
on the job was no longer there." Arthur denied making any such
statement and testified that he "didn't imply that [Creagh] c[ould] be
terminated for getting hurt at work." Either way, Creagh told Arthur
that she was "hurting," and Arthur "said okay" and left to attend to other
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duties. Creagh then went home. Pursuant to Envoy's policies in effect
at that time, any on-the-job injury should have been documented "within
two hours of the injury or as soon as possible." However, Arthur did not
document Creagh's injury until sometime the following day because he
was "unfamiliar with the process at the time" and because her injury had
occurred "very late at night."
Creagh was scheduled to work the following morning, but, when
she awoke that morning, she telephoned her shift supervisor for that day
-- someone other than Arthur -- "to let him know that [she] got hurt last
night" and that she was "really in pain and need[ed] to call out." The
shift supervisor told Creagh that "he didn't have any report of [her] being
hurt," that "[Arthur] didn't mention it," and that there were "already …
people out" that day so she "need[ed] to come in." Creagh thus went to
work as scheduled, but, when her shift supervisor saw her, he "realized
that [she] was hurt" and, at that point, told her that she "need[ed] to go
see the doctor now." The doctor who treated Creagh told her that she
needed to remain out of work for several weeks and restricted her from
"lifting [anything] greater than 10 pounds" when she returned to work.
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However, Creagh's normal duties required her to be able to lift "50
pounds at least" and required much "[p]ushing, pulling, [and] lifting."
Creagh's manager at Envoy was Brigitte Atkinson, and Creagh
testified that she and Atkinson "got along great before [her] injury."
Specifically, Creagh testified that Atkinson "seemed like a great woman"
and was "[f]riendly," that Atkinson "would say good morning" and "would
compliment [her]," and that she and Atkinson would "laugh about things
in passing." In short, Creagh testified that she "didn't have any issues
with [Atkinson] to begin with." However, Creagh testified that, when she
returned to work on November 21, 2018, her interactions with Atkinson
"were dry" and that Atkinson "seemed agitated," "no longer spoke to [her]
in the morning," and "[s]ometimes … would walk past and not say
anything." In addition, Creagh testified that she had reported to
Atkinson that she was "having problems with pushing, pulling, [and]
lifting anything over 10 pounds" but that Atkinson had failed to ensure
that she was "always provided help," even though Envoy had agreed that
"[a]ssistance w[ould] be provided [to Creagh] for lifting anything over 10
[pounds]."
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Creagh also testified regarding interactions she had witnessed
between Atkinson and other Envoy employees around that time:
"Q. Did you see Atkinson interact with other employees at
Envoy before November 30, 2018?
"A. Yes.
"Q. Based upon that observation that you saw, what was she
like?
"….
"A. She was mean. She was terrifying. She would talk down
to them. She would yell at them. A lot of us tried to avoid
her, just to stay off her radar.
"Q. When [Atkinson] came out of the office did you have an
opportunity to see what the other employees did?
"….
"A. They would scatter. They would try to stay out of her way.
She would pick one person and zoom in -- we were already
short staffed. She would threaten our jobs. Stated the Mobile
station would no longer exist if we didn't do what she was
telling us to do or if we didn't straighten up.
"….
"Q. What were the time pressures that she was referring to?
"….
"A. On-time departures. Delays. The lines at the ticket
counter. Fuel. Even if the delay wasn't on us … she would
still blame us and say [we] [were] not doing anything.
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"Q. Did you ever … before November 30 have an opportunity
to hear her talk about people missing work?
"A. Yes.
"Q. Tell us about that.
"….
"A. One day we were in the break room … in between flights.
We had worked two morning flights and then we were
relaxing or trying to relax before the next one. She came out
of her office yelling and screaming, where is everyone; we are
having to borrow employees from other stations. No one
should be taking off work. It doesn't matter what they have
going on. This is important. They need to be here so that we
can get things done. You could hear her and passengers could
hear her too."
On November 30, 2018, Creagh returned to her doctor for a follow-
up appointment and was given a return-to-work note that continued to
place physical restrictions on her work. However, there are two return-
to-work notes in evidence, both pictured below, and there is conflicting
evidence as to which note Creagh gave to Atkinson. The first return-to-
work note has two computer-generated X's in the boxes next to two
preprinted restrictions, which restricted Creagh from "overhead work"
and from lifting anything heavier than 10 pounds. The second return-to-
work note, which we will refer to as "the altered note," has those same
two computer-generated X's, but those two computer-generated X's have
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been partially covered by two handwritten X's. There is also a third
handwritten X in the box next to the preprinted restriction against any
"push/pull" activity, but no computer-generated X appears in that box on
either return-to-work note.
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Creagh testified that she did not write the three handwritten X's on
the altered note and that "that [is not] the note that [she] handed to
[Atkinson]." Atkinson testified, however, that the altered note is the note
she received from Creagh and that, either that same day or the next day,
she telephoned Valerine Conerly -- one of Envoy's worker's compensation
analysts stationed in Texas -- and "told her that [Creagh's return-to-work
note] doesn't look right." Atkinson then sent a copy of the altered note to
Conerly. Conerly later contacted Creagh's doctor and asked for a copy of
the return-to-work note that had been given to Creagh, and the doctor
sent Conerly a copy of the return-to-work note that does not contain the
three handwritten X's.
On December 3, 2018, Creagh arrived at the airport to work her
scheduled shift. During that shift, Creagh reported to Atkinson that she
was "not really getting the help" she needed and that other employees
were "complaining," and Atkinson responded by telling Creagh that she
had been "getting reports or complaints that [Creagh] [was] being
combative." Creagh denied those allegations and insisted that she was
"just asking for help." According to Creagh, Atkinson then asked her if
she "fe[lt] like [Envoy] was a good fit for [her]," and Creagh said that she
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"like[d] working here" and "just need[ed] help until [she] g[ot] better."
Creagh testified that, at that point, Atkinson "got mean or mad and …
said [she] [would] find a way to get rid of [her]." According to Creagh,
Atkinson did not "bring up the three [handwritten] X's" during that
conversation or otherwise "make any complaint … whatsoever about the
November 30, 2018, return-to-work slip." After that conversation,
Creagh continued to work as scheduled, and at least once she reiterated
to Atkinson during the following days that she was "still not getting the
help that [she] needed." According to Creagh, Atkinson said that she was
"working on it."
On December 12, 2018, Conerly emailed Bridgette Warren-Murrell,
Envoy's Director of Human Resources ("HR") Operations, who was
stationed in Texas, and David Barrera, who also worked in Envoy's HR
department in Texas. That email stated:
"I'm looping you in on this. This employee has a worker's
compensation claim. She presented a work status note from
her physician. The GM, Brigitte Atkinson, stated it appeared
to be tampered with. We requested the nurse on her claim
obtain a work status note directly from her doctor. The notes
are different. This appears to be fraud."
That same day, Warren-Murrell replied with the following email: "FYI …
In the past, we usually separate for falsifying documents as it violates
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our guiding principles." Later that day, Barrera sent Atkinson the
following email: "When you return to your station, engage [Creagh] in
conversation as to why there is a discrepancy in her Work Status Note
that she presented. If her responses don't add up, we can set-up a debrief
and compare so that we can talk about any disciplinary steps."
On December 28, 2018, Atkinson called Creagh into her office and
"started to question [Creagh] about [the] doctor's note." According to
Creagh,
"[Atkinson] showed me the doctor's note and it looked similar
to mine. She asked me whose is this. I said, this is my doctor's
note but that's not the one that I gave you. She showed me
another one with just two computer-generated X's like the one
that I had given her. She said, who put these X's on the other
one? I said, I don't know. The doctor's nurse … just prints
them out or she does that and gives them to me and I bring
them here. She said, well, someone did it. I said, it wasn't
me. She said, well, we are going to suspend you pending an
investigation. I said, I didn't do this. She said, I'm going to
need your badge and keys."
Following that conversation, Atkinson emailed Conerly, Barrera, and
Warren-Murrell. That email states, in pertinent part:
"I just had a conversation with [Creagh] …. I gave her a copy
of the form she gave me and asked her if this is the one [the
doctor] gave [her] and … she replied yes. So I then gave her
the second one and she said that it was a different one. I said
this is what the doctor's office sent to us. She said she knows
nothing about it that they gave her this one. She said [the
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nurse] printed it out and she was the one that put the X's in
the box because there weren't any there and I said yes there
were if you look you can see them underneath the original
ones, she said well I don't know that is what they gave me.
She said are you accusing me of doing it, I said I am asking
you if you did it and she stated no [the nurse] put the X's in
the boxes."
It appears that Conerly shared that information with Johnathan Wilson,
another of Envoy's HR employees stationed in Texas, and, that same day,
Wilson sent Atkinson the following email:
"Per our conversation, the employee has now been provided
the opportunity to speak to the discrepancy between the
document that she provided and the document that was
provided by the doctor's office. The employee has not provided
sufficient reason as to why the two documents are different.
The resulting conclusion is that the document was altered
after leaving the doctor's office, and prior to being turned in
to Envoy. The altering of official documentation is considered
a violation of Envoy Guiding Principles and Business Ethics.
Specifically, the Guiding Principles say, 'We conduct
ourselves with the highest standards of honesty, integrity and
fairness -- obeying all the laws of the communities in which
we work or do business. We must all understand and comply
with our business ethics policies.'
"Please suspend the employee immediately, and proceed with
off-boarding based upon the above determination."
Later that same day, Atkinson provided Creagh with a letter that
stated, in pertinent part: "Effective today, December 28, 2018, you are
being suspended pending the outcome of an investigation into the
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documents you provided to this office. We will conduct our investigation
as expeditiously as possible and once we have the results will advise you
accordingly." During Atkinson's deposition, parts of which were read into
evidence, Creagh's counsel questioned Atkinson about that letter and the
investigation to which it alluded, and Atkinson testified as follows:
"Q. … [Y]ou say, 'We will conduct our investigation as
expeditiously as possible and once we have the results will
advise you accordingly.' Do you see that?
"A. Yes, sir.
"Q. Did you conduct an investigation regarding this matter
after December 28, 2018?
"A. It was more of the HR department did that.
"Q. Okay. But … to your knowledge, what you're saying is the
HR department conducted an investigation after December
28, 2018?
"A. Yes, sir."
Creagh likewise testified that Atkinson had told her during their
December 28, 2018, meeting that "an investigation still needed to be
done."
On January 4, 2019, Atkinson sent Creagh the following email:
"The investigation has been completed if you could please report back to
work on Monday the 7th at 9 am." As requested, Creagh returned to
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work on January 7, 2019, and, after working part of her shift, went to
Atkinson's office at Atkinson's request, at which point Atkinson told
Creagh that she was "being let go." Atkinson also provided Creagh with
a termination letter, which was signed by only Atkinson. That letter
informed Creagh that her employment had been terminated for
"falsification of documentation" because the return-to-work note that she
had allegedly given to Atkinson "appeared to have been altered when
compared to the one the doctor's office had sent." As noted, Creagh
disputed the allegation that she had created the altered note, and she
testified that she experienced -- and continues to experience -- mental
anguish as a result of the allegedly wrongful termination of her
employment.
Regarding the termination letter that Atkinson provided to her,
Creagh testified as follows:
"Q. Now, on that letter that you received did it have anyone
else's name on it other than [Atkinson]?
"A. No.
"Q. Who fired you?
"A. [Atkinson]."
Atkinson testified as follows regarding the termination letter:
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"Q. Anywhere in that [termination] letter does it say that this
decision to fire [Creagh] is made by anyone other than you
with your signature on there?
"A. We can't terminate an employee without HR's --
"Q. Go ahead. Finish.
"A. Sorry. I have to have HR's authorization in order to
terminate an employee.
"Q. Does -- and -- and my question was anywhere in that letter
does it say that this is HR's decision?
"A. No, sir. Let me see that. That was one was actually mine.
"Q. Is there anything … that you want change about the
testimony that you've given?
"….
"A. Does it not … in the paragraph at the bottom represent
that it's following the guiding principles of Envoy …? So --
"[DEFENSE COUNSEL]: Yeah.
"A. Okay. So that's -- they have to give me authorization to
terminate her. I … can't do that on my own. If HR says no,
then you don't do it.
"….
"Q. I mean, so are you telling me … that the decision to fire
[Creagh] was made by HR …?
"A. I'm telling you that the decision to fire [Creagh] was made
by HR, yes, sir, because they have to give me authorization."
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However, Charles Davis, one of Envoy's regional managing
directors and a defense witness, testified that Atkinson did in fact have
the authority to discharge an employee. Specifically, Davis testified as
follows on direct examination:
"Q. In a situation where a station manager has referred an
employment matter to HR for investigation, for example, if an
employee is thought to have … altered a doctor's note and
then HR does an investigation, who makes the decision on
discipline?
"A. In that case it would be HR. As soon as we take the issue
to HR it's going to be their decision.
"Q. Did the station manager independently have authority to
terminate any employee?
"A. Technically they could. It's not our process."
On cross-examination, Davis testified as follows:
"Q. Technically they could terminate, correct?
"A. Yes.
"Q. That's part of the policies and procedures at Envoy,
correct?
"A. It's not.
"Q. But technically they could. What do you mean by
technically?
"A. As the general manager if they sign a termination form
they could terminate someone. However, our process would
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be to go through HR so we can ensure that everything is
followed correctly."
Davis was also asked on cross-examination about Envoy's response to
Creagh's requests for production:
"Q. Let's get back to the technicality that we talked about with
the HR. Let me show you what has been marked as Plaintiff's
[Exhibit] 178 where Envoy responded. Have you seen this
document before?
"A. No, I don't believe so.
"Q. In the question it says, identify by name, address and job
title the supervisory chain of command on the date of
termination of the plaintiff from the plaintiff up to the highest
ranking officer of the company. Can you read for the jury
what Envoy's answer was?
"A. The plaintiff was terminated by Brigitte Atkinson, station
manager.
"Q. Does it say anything else?
"A. No.
"Q. Is that a technicality?
"….
"A. I'm not a lawyer. I'm not sure.
"Q. You used the word. I didn't pick it. You picked it.
"A. I didn't say technicality. I said technically an agent of the
company, being Brigitte Atkinson, could have signed to hire
an employee or signed to terminate an employee. However,
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our process is to ensure we go through our HR department or
our recruiting department.
"Q. Does it say what your policy is there? Does it say that HR
was involved in this in any way?
"A. It does not."
During the cross-examination of Davis, the trial court admitted into
evidence a copy of Envoy's job description for its HR employees. That
document states that an HR employee "provide[s] counsel and
recommendations to supervisors and managers in matters of employee
conduct, performance, corrective and disciplinary action, consistent with
company policies and applicable federal and state labor laws." Davis
then testified as follows regarding that document:
"Q. Under here it says, key required skills: Ability to conduct
and manage complex investigations and recommend action,
provide counsel and recommendation to supervisors and
managers. Did I read that correctly?
"A. Yes.
"Q. The word is 'recommendations,' correct?
"A. Yes.
"Q. Doesn't say final decision maker, does it?
"A. It says recommendation.
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"Q. It specifically talks about applying to managers, which
would be Brigitte Atkinson. Right?
"A. Yes."
As part of her case, Creagh read into evidence the following
excerpts from Conerly's deposition:
"Q. I just marked Exhibit 17, and it's a job description for HR
consultant and business partners. Do you see that?
"A. Yes.
"….
"Q. If you go to the second page of Exhibit 17 where it has key
required skills, do you see that?
"A. Uh-huh.
"….
"Q. It says, ability to conduct and manage complex
investigation and recommend action. Did I read that
correctly?
"A. Yes.
"Q. Okay. So you know you testified previously in response to
a question about what your understanding of what HR did, is
that consistent with your understanding, that HR would
conduct and manage complex investigations and recommend
action?
"A. Yep.
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"Q. Okay. And they're recommending action to who, the
operational people?
"A. When you say operational, are you meaning like the
station managers or leaders?
"Q. Yes.
"A. Yes, uh-huh.
"….
"Q. And then it says, provide counsel and recommendations to
supervisors and managers in matters of employee conduct,
performance, corrective and disciplinary action consistent
with company policies and applicable federal and state labor
laws. Did I read that correctly?
"A. That's the way I read it, uh-huh."
Josh Hernandez, a "senior business partner for Envoy," testified for
the defense regarding the email that Wilson sent to Atkinson and the
investigation that occurred in conjunction with Creagh's discharge.
Specifically, Hernandez testified as follows on direct examination:
"Q. The last sentence of the email [that Wilson sent to
Atkinson], that is a directive as I'm reading it from [Wilson]
to [Atkinson]?
"A. Yes.
"Q. At any point in any of the materials that we have reviewed
so far related to this investigation did [Atkinson] make the
decision to terminate Creagh without anyone else's input?
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"A. No.
"Q. Based on this email do you believe that Atkinson made the
determination to terminate Creagh without input from
anyone else?
"A. No.
"….
"Q. I'm going to hand you what has been admitted as
Defendant's [Exhibit] 13. Do you recognize that?
"….
"A. [It is the December 28, 2018,] suspension letter.
"….
"Q. Read the last sentence of the first paragraph.
"A. We will conduct our investigation as expeditiously as
possible and once we have the results we will advise
accordingly.
"Q. Here is the question, once the findings that are put into …
that email from Wilson, once that email is sent from an HR
perspective at Envoy is that the end of the investigation?
"A. It is not.
"Q. What else has to happen before an investigation is
concluded?
"A. In a case where it would lead to termination there are a
number of things we have to do to prepare to do that which
include writing up a termination letter, putting it in our
system to make sure that -- we are going to be removing this
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employee from several systems so a number of things have to
happen before we can say this investigation is now closed or
this investigation is completed. All of that wraps into when
we say the investigation has not yet been completed.
"Q. If there is a delay between the time that person is
suspended and they are actually terminated, is that what is
happening in terms of completing the investigation?
"A. Yes, that's what is happening.
"….
"Q. I show you Defendant's [Exhibit] 14. If you will, take a
look at that for me. What is that?
"A. A termination letter.
"Q. Who is that letter to?
"A. Jada Creagh.
"Q. Who signed that termination letter?
"A. Brigitte Atkinson.
"Q. We just saw that email … where Wilson is the one who
made the directive to terminate Creagh. Why did Atkinson
sign the termination letter?
"A. She signed it because [Creagh] reported to her.
"Q. Is that in accordance with Envoy's policies; your direct
supervisor is the one to sign the letter?
"A. Yes."
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On cross-examination, Creagh's counsel reminded Hernandez, and
Hernandez acknowledged, that Envoy's job description for its HR
employees indicates that they "provide advice and recommendations
regarding hiring and firing." However, Hernandez insisted that Wilson
had made the decision to terminate Creagh's employment. Creagh's
counsel then questioned Hernandez as follows:
"Q. Well, where is Wilson, the guy you say made the decision?
"A. He is no longer with Envoy.
"….
"Q. So, you are in here testifying about a decision that Wilson
allegedly made even though he is the consultant that provides
recommendations and advice saying that he made a decision?
"A. Yes."
In May 2022 -- before the trial in this case occurred -- Envoy
terminated Atkinson's employment. When asked why her employment
had been terminated, Atkinson testified: "They told me -- I'm trying to
remember. I don't honestly remember, but they told me -- I thought they
told me that I had failed a couple of audits." However, Ann Marie De La
Paz, one of Envoy's regional managing directors, testified in her
deposition -- parts of which were read into evidence -- that she had
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terminated Atkinson's employment because Atkinson "was not a good
manager," "didn't take any ownership for her failure to lead the team,"
did not "exercise the highest standards of integrity" and "fairness," did
not "exercise good judgment," did not "act in the best interest of Envoy"
and its customers, and did not "work as a team with other coworkers."
The termination letter that De La Paz provided to Atkinson, which was
admitted into evidence, corroborated De La Paz's testimony in that it
indicated that Atkinson's employment had been terminated based on her
"egregious" behavior, including a "lack[] [of] empathy," the "inability to
provide a safe and productive work environment," "poor judgment," and
the fact that "[her] outstation ha[d] failed multiple safety and compliance
audits."
In 2019, Creagh filed a complaint against Envoy, in which she
asserted only a claim for worker's compensation benefits -- a claim the
parties would eventually settle. During the course of discovery, Envoy's
original counsel, Anthony Fox, provided Creagh with a set of unsigned
answers to interrogatories, one of which -- the answer to Interrogatory
14 -- stated that Creagh had voluntarily resigned her employment. Fox
later provided a signature page that purportedly contains Conerly's
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signature as the authorized agent of Envoy. However, it is undisputed
that Creagh's employment was terminated and that the signature page
was forged. Although Fox accepted responsibility for the incorrect
answer to Interrogatory 14, contending that he had mistakenly assumed
that Creagh had resigned, he denied responsibility for the forged
signature page. Envoy also disavowed any responsibility for the forged
signature page, and it subsequently dismissed Fox, retained new counsel,
and amended its response to Interrogatory 14 to reflect that Creagh's
employment had been terminated for "falsifying documents."
In 2020, Creagh amended her complaint to assert a claim of
retaliatory discharge, alleging that Envoy had terminated her
employment "solely because she claimed or sought to recover worker's
compensation benefits." Discovery in this case was contentious, to say
the least, and not simply because of the issues with Envoy's original
answer to Interrogatory 14, though that is the only discovery issue
relevant to this appeal. Thus, the trial court appointed a special master
to manage the discovery disputes. Following an evidentiary hearing, the
special master entered a detailed order in which he found "that the
responsibility for drafting the incorrect answer to Interrogatory 14 lies
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with Fox, not with any Envoy employee." The special master also stated
that he was "unable to reach a conclusion as to who forged Conerly's
signature" and that the forgery was a "mystery." Thus, in the opinion of
the special master, Creagh should not "be permitted to put on evidence
to the effect that the signature was forged" because that issue was
"collateral to the question of whether Envoy had a legitimate basis … for
terminating [Creagh]" and "[t]he salacious nature of the issue would be
a distraction to the jury and would probably overwhelm every other issue
in the case."
After the special master entered his order, Envoy filed a motion in
limine in which it sought to have its original answer to Interrogatory 14
excluded from evidence. The record does not contain a written order from
the trial court ruling on that motion, but it appears that the parties
discussed the motion before trial and that the court made some sort of
ruling adverse to Envoy at that time. However, as Envoy's counsel noted
during oral arguments before this Court, that discussion and oral ruling
were not transcribed for the record.
During the trial, but outside the presence of the jury, the trial court
and the parties revisited the issue of Envoy's original answer to
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Interrogatory 14. During that discussion, Envoy's counsel stated that
she "want[ed] some clarity" as to "what [the trial court] [was] doing with
Interrogatory 14." The trial court ruled that Creagh would be permitted
to "offer into evidence that [Envoy] stated early on in the litigation
process" that Creagh had "voluntarily resigned her job." The trial court
also ruled that Creagh could present the forged signature page, but the
court clarified that Creagh could not "mention [one word] about [the
signature page] being falsified or any of that." Following that discussion,
and while still outside the presence of the jury, the trial court admitted
Plaintiff's Exhibit 155 into evidence. At that time, the exhibit contained
three pages -- the first page of Creagh's interrogatories, the page
containing Envoy's original answer to Interrogatory 14, and the forged
signature page.
At the close of Creagh's evidence and again at the close of its own
evidence, Envoy moved for a judgment as a matter of law ("JML"),
arguing that Creagh had failed to establish a prima facie case of
retaliatory discharge. The trial court denied the motion both times.
During closing arguments, Creagh's counsel revisited Conerly's
testimony and reminded the jury that, in response to Interrogatory 14,
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Envoy had originally answered that Creagh had voluntarily resigned her
employment. Creagh's counsel then said: "Is that a witness swearing
falsely to a material fact?" Envoy's counsel immediately objected and
requested a mistrial, noting that the trial court had previously ruled that
Creagh's counsel was "not allowed to argue [Conerly] had lied." After
removing the jury from the courtroom, the trial court agreed that
Creagh's counsel's argument "was in clear violation of [the court's]
ruling," but the court declined to grant a mistrial. Instead, the trial court
stated:
"This is what I'm going to do. I want you to substitute that
exhibit. It has not gone back to the jury. Take out the
signature page of Conerly's signature, put an unsigned copy
into evidence. I will do a limiting instruction to the jury. … I
want the defense to give me what they propose that limiting
instruction ought to be. I think it should be somewhere along
the lines of letting the jury know that contrary to what
[counsel] has said, Conerly never signed those interrogatory
responses."
When the jury was brought back into the courtroom, the trial court
stated: "Ladies and gentlemen, contrary to what [Creagh's counsel] said,
I want to point out that Valerine Conerly never submitted a response to
Interrogatory 14 that was sworn to by her." In accord with the trial
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court's ruling, the version of Plaintiff's Exhibit 155 that was given to the
jury contained a blank signature page.
As noted, the jury returned a verdict in favor of Creagh and
awarded her $250,000 in compensatory damages for mental anguish and
$425,000 in punitive damages. Following the trial, Envoy filed a written
motion for a JML, continuing to argue that Creagh had failed to establish
a prima facie case of retaliatory discharge. Envoy also challenged the
damages awarded by the jury, arguing that both the compensatory
damages and the punitive damages were excessive and that the issue of
punitive damages should not have been submitted to the jury in the first
place. The trial court denied that motion following a hearing, and Envoy
filed a timely notice of appeal.
Discussion
Envoy raises the following arguments on appeal: (1) that the trial
court erred by denying its motion for a JML, (2) that the court erred with
respect to several evidentiary rulings, (3) that the compensatory damages
are excessive, and (4) that the evidence did not support any award of
punitive damages or, alternatively, that the punitive damages are
excessive.
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I. Envoy's Motion for a JML
Envoy argues that the trial court erred by denying its motion for a
JML because, it says, Creagh failed to establish a prima facie case of
retaliatory discharge. Alternatively, Envoy argues that, even if Creagh
carried that burden, it "offered a legitimate non-discriminatory reason
for Creagh's termination (falsification of a medical note)" and that
Creagh failed to prove that this reason was pretextual. Envoy's brief, p.
44.
" 'We review as follows a trial court's ruling on a motion for a
JML made after a verdict has been returned:
" ' "The standard of review applicable to a
ruling on a [renewed] motion for [a JML] is
identical to the standard used by the trial court in
granting or denying a motion for [a JML]. Thus,
in reviewing the trial court's ruling on the motion,
we review the evidence in the light most favorable
to the nonmovant, and we determine whether the
party with the burden of proof has produced
sufficient evidence to require a jury determination.
" ' "….
" ' "… In ruling on a [renewed] motion for a
[JML], the trial court is called upon to determine
whether the evidence was sufficient to submit a
question of fact to the jury; for the court to
determine that it was, there must have been
'substantial evidence' before the jury to create a
question of fact. '[S]ubstantial evidence is
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evidence of such weight and quality that fair-
minded persons in the exercise of impartial
judgment can reasonably infer the existence of the
fact sought to be proved.' "
" 'American Nat'l Fire Ins. Co. v. Hughes, 624 So. 2d 1362,
1366-67 (Ala. 1993) (citations omitted).' "
Complete Cash Holdings, LLC v. Powell, 239 So. 3d 550, 556 (Ala. 2017)
(quoting Lee v. Houser, 148 So. 3d 406, 414 (Ala. 2013)).
"Additionally, this Court noted in Liberty National Life
Insurance Co. v. Daugherty, 840 So. 2d 152, 156 (Ala. 2002):
" ' " 'A judgment as a matter of law is proper
only where there is a complete absence of proof on
a material issue or where there are no
controverted questions of fact on which reasonable
people could differ and the moving party is entitled
to a judgment as a matter of law.' " Southern
Energy Homes, Inc. v. Washington, 774 So. 2d 505,
510-11 (Ala. 2000), quoting Locklear Dodge City,
Inc. v. Kimbrell, 703 So. 2d 303, 304 (Ala. 1997).' "
Lawson v. Moore, 25 So. 3d 417, 420 (Ala. 2008).
To establish a prima facie case of retaliatory discharge, a plaintiff
must prove "1) an employment relationship, 2) an on-the-job injury, 3)
knowledge on the part of the employer of the on-the-job injury, and 4)
subsequent termination of employment based solely upon the employee's
on-the-job injury and the filing of a workers' compensation claim."
Alabama Power Co. v. Aldridge, 854 So. 2d 554, 563 (Ala. 2002) (emphasis
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added). See also § 25-5-11.1, Ala. Code 1975 (providing that "[n]o
employee shall be terminated by an employer solely because the
employee has instituted or maintained any action against the employer
to recover workers' compensation benefits" (emphasis added)).
"There is no dispute between the parties that [Creagh]
established the first three elements of a retaliatory-discharge
claim. The disagreement … concerns the fourth element, i.e.,
whether [Creagh] established that [she] was fired 'solely'
because of [her] workplace injury and the filing of a workers'
compensation claim.
" 'Because direct evidence dem