KENNY ARMSTRONG, J.
This case is before us on remand from the Tennessee Supreme Court. Appellee/Employee filed suit against Appellant/Employer for discrimination. Appellee later filed a separate suit for retaliation and malicious harassment. The two lawsuits were consolidated in the trial court. The case was tried to a jury, which returned a verdict in favor of Appellant on the retaliation claim. The jury awarded Appellant $3,000,000 in compensatory damages. In
In
The relevant facts here are not disputed. For purposes of continuity, we recite a brief case history based upon our opinion in
In November or December 2002, during the time he was recuperating from back surgery, Mr. Ferguson filed an employment discrimination complaint against MTSU with the Equal Employment Opportunity Commission ("EEOC"). The EEOC complaint alleged discrimination on the basis of race and national origin and further alleged that Mr. Ferguson was subjected to a hostile work environment.
Mr. Ferguson returned to work on March 17, 2003. However, within days of returning to work, on March 27, 2003, Mr. Ferguson filed his first lawsuit against MTSU. In his complaint, Mr. Ferguson alleged discrimination on the basis of disability, race, and national origin under the Americans with Disabilities Act, Title VII, the THRA, and the Tennessee Handicap Act. After filing his lawsuit, Mr. Ferguson continued to report for work. On April 7, 2003, four days after MTSU was served with Mr. Ferguson's employment discrimination lawsuit, Ms. Byrd ordered Mr. Ferguson to perform tasks that required physical labor beyond his medical restrictions.
On April 22, 2003, Mr. Ferguson received further work restrictions from his doctor. These included limited overhead work with his right shoulder and only occasional lifting over twenty pounds. The next day, Ms. Byrd ordered Mr. Ferguson to convert the exterior lights on all campus buildings to flood lights. On April 24, 2003, Ms. Byrd ordered Mr. Ferguson to check all exit lights in every dormitory. Both of these tasks required Mr. Ferguson to perform overhead work that exceeded his medical restrictions.
In May 2003, Mr. Ferguson informed Ms. Byrd that his job duties were causing him severe pain and increasing numbness in his legs. Mr. Ferguson believed that Ms. Byrd treated him worse after he made this complaint. On Sunday, June 1, 2003, Ms. Byrd called Mr. Ferguson in to work to unstop a drain. Mr. Ferguson and another maintenance employee observed that they would need an auger, which weighed between seventy-five and one hundred pounds. While using the auger, Mr. Ferguson experienced numbness in his legs and had to leave.
On June 11, 2003, Mr. Ferguson was having some physical difficulties performing his job, and he asked Ms. Byrd to provide him with assistance. She denied his request, and Mr. Ferguson had to perform the work alone. Later than day, he fell down a flight of stairs, injuring his leg and suffering a concussion. When he returned to work on June 16, 2003, Ms. Byrd presented him with thirty-nine work orders; on June 18, 2003, he received fifty-three work orders. Many of these tasks required him to exceed his medical restrictions. His condition continued to deteriorate. Mr. Ferguson left MTSU in December of 2003; he was approved for accidental disability retirement on June 22, 2004.
On April 21, 2004, Mr. Ferguson filed another lawsuit against MTSU, alleging unlawful retaliation under Title VII and the THRA. In December 2004, this lawsuit was consolidated with his discrimination lawsuit. On April 19, 2010, Mr. Ferguson filed an amended complaint that included the previously filed discrimination and retaliation claims and also added a claim for malicious harassment under the THRA.
The lawsuit was tried to a jury for eight days, beginning in November 2011. Mr. Ferguson's discrimination claim was based on two theories-a disparate treatment claim and a hostile work environment claim alleging workplace harassment-both involving his Japanese-American heritage. At the conclusion of Mr. Ferguson's proof, MTSU moved for directed verdict under Tennessee Rule of Civil Procedure 50.01. The trial court granted the motion as to Mr. Ferguson's hostile work environment claim but denied it as to all other claims. The jury found in favor of MTSU on Mr. Ferguson's disparate treatment and malicious harassment claims, but it found in favor of Mr. Ferguson on his retaliation claim. The jury awarded Mr. Ferguson $3,000,000 in damages. On November 29, 2011, the trial court entered its judgment on the jury verdict in the amount of $3,000,000. On December 21, 2011, MTSU filed a motion for directed verdict, partial new trial, and/or remittitur, arguing, inter alia, that the "jury's $3,000,000 compensatory damages award for [Mr. Ferguson's] retaliation claim is excessive, is not supported by the evidence, and is not warranted by law." By order entered April 17, 2012, the trial court denied MTSU's motion for directed verdict, partial new trial, and/or remittitur, stating, in relevant part:
MTSU appealed the judgment to this Court in
In
Mr. Ferguson filed a Tennessee Rule of Appellate Procedure 11 appeal in the Tennessee Supreme Court, which appeal was granted. In
Based upon the Supreme Court's mandate, the sole issue for review, as stated by MTSU is:
Although the calculation of damages is primarily for the jury, the trial court has the statutory prerogative to adjust damage awards to accomplish justice between the parties and to avoid the time and expense of a new trial. Tenn. Code Ann. §§ 20-10-101, 102;
During the trial of this case, the parties stipulated that, if called to testify, Mr. Ferguson's economics expert, Michael Costello, would opine that Mr. Ferguson's economic losses totaled $1,094,000. MTSU does not dispute this portion of the jury's award. However, it contends that the jury's award of approximately $2,000,000 over the stipulated amount is excessive in light of the evidence presented. MTSU notes that the jury considered three claims: discrimination, retaliation, and malicious harassment. MTSU argues that Mr. Ferguson "sought $3,000,000 representing both compensatory and punitive damages
Concerning his prayer for damages, Mr. Ferguson's April 19, 2010 amended complaint stated, in relevant part:
While it is true that the amended complaint averred causes of action for discrimination, retaliation, and malicious harassment, there is nothing in the prayer for relief to indicate that the request for compensatory damages encompasses all three claims. Mr. Ferguson asks, broadly, for all of the damages from lost income and benefits; these damages are reflected in the stipulated economic losses of $1,094,000. However, Mr. Ferguson asks separately for compensatory damages up to $3,000,000. "Taking the strongest view of the evidence and allowing all reasonable inferences in favor of Mr. Ferguson, as we must given the jury verdict in his favor,"
MTSU further contends that the $2,000,000 above the stipulated economic losses is for "non-economic, emotional damages;" this conclusion is not clear from the record. As noted by MTSU in its appellate brief, the jury verdict form is not itemized. MTSU, therefore, assumes that the jury "awarded [Mr. Ferguson] the entire $1,094,000 projected by Costello, plus $1,906,000 in non-economic, emotional damages, totaling $3,000,000." Even if MTSU's assumption is correct, this does not, ipso facto, lead to a conclusion that the jury award was excessive. The only dispositive question is whether there is material evidence to support the jury's award in excess of the stipulated economic losses. To answer that question, we turn to the record.
The evidence shows that Mr. Ferguson was 45 years old at the time he qualified for disability as a result of his injuries. There is no dispute that Ms. Byrd ordered Mr. Ferguson to perform tasks that were in excess of his medical restrictions, despite the fact that she knew about the restrictions. Mr. Ferguson was made to do overhead work and to lift and use heavy equipment such as the auger. He testified that he was in fear of losing his job and medical benefits if he refused.
Mr. Ferguson concedes that he was progressing well until he fell down the stairs on June 11, 2003. This accident caused another back injury that required surgery and, specifically, fusion of his L4-L5 vertebrae and the implantation of a dorsal column stimulator, which he will need to have for the rest of his life to control his significant pain. In its brief, MTSU argues that because the worst of Mr. Ferguson's injuries occurred while he was performing an activity, i.e., climbing stairs, that was not prohibited by his medical restriction, he cannot recover compensatory damages based upon injuries sustained in the fall. We disagree. The evidence indicates that on the same day as the fall, but prior to it, Mr. Ferguson requested that Ms. Byrd assign someone to help with the tasks that were outside his medical restriction. She refused his request. Accordingly, on the day Mr. Ferguson fell down the stairs, Ms. Byrd made him perform tasks that did not comply with his medical restrictions. Mr. Ferguson testified that performing these tasks had aggravated his pain and had made his legs weak. Accordingly, a reasonable jury could infer that had Mr. Ferguson received help with the tasks as requested, his legs would not have been weakened and his pain would not have been acute at the time he traversed the stairs. Furthermore, because the verdict form is not itemized, there is no basis to conclude that the portion of the damage award over the stipulated economic losses was specifically for injuries sustained in the fall. The evidence shows that Mr. Ferguson has suffered myriad symptoms, including nausea, vomiting, severe headaches, dizziness, memory loss, and pain. In 2008, Dr. Howard Kirshner, a graduate of Harvard Medical School and a neurologist at Vanderbilt University, examined Mr. Ferguson. Dr. Kirshner concluded that Mr. Ferguson was suffering from a traumatic brain injury (or post-concussive syndrome) as a result of the 2003 fall. Dr. Kirshner explained that Mr. Ferguson would be required to take the medication Aricept to help with his memory issues and opined that, in the absence of this medication, Mr. Ferguson's condition would "probably go down again."
In addition to Dr. Kirshner, both of Mr. Ferguson's adult children testified about the change in their father's behavior since the accident. James Ferguson, Jr., observed that Mr. Ferguson became child-like in his actions. He further observed that Mr. Ferguson's condition had strained his parents' marriage. Testimony indicated that Mr. Ferguson had become dependent on a cane for walking and that he had no stamina to perform even minor household tasks such as sweeping.
Mr. Ferguson's younger son, Charlie Ferguson, testified that his father would often get lost trying to find his way to places he had often visited. Charlie Ferguson also recalled that, before his symptoms worsened, Mr. Ferguson would usually come home from work and prepare dinner for the family. Mr. Ferguson also volunteered as a Boy Scout leader and went camping, hiking, and canoeing with his troop. However, after his fall, Mr. Ferguson had difficulty standing long enough to cook dinner and could not perform basic household maintenance, which he had always done in the past. Charlie Ferguson also testified that Mr. Ferguson would forget things and that he lost much of his ability to recall stories from his childhood and life experiences. In addition, Charlie Ferguson testified that his father was no longer able to drive due to his confusion and the fact that he had to take pain medication. Without outlining all of the evidence adduced at the hearing, suffice it to say there is ample material evidence from which the jury could have concluded that Mr. Ferguson would suffer the effects of his disability for the remainder of his life. From the totality of the circumstance, and in light of Mr. Ferguson's relatively young age, we cannot conclude that the trial court erred in affirming the $3,000,000 jury verdict in Mr. Ferguson's favor.
For the foregoing reasons, we affirm the judgment of the trial court. The case is remanded for such further proceedings as may be necessary and are consistent with this opinion. Costs of the appeal are assessed against the Appellant, Middle Tennessee State University, and its surety, for all of which execution may issue if necessary.