Bearshield v. John Morrell & Co.

570 N.W.2d 915, 8 Am. Disabilities Cas. (BNA) 1841, 1997 Iowa Sup. LEXIS 323, 1997 WL 732152
CourtSupreme Court of Iowa
DecidedNovember 26, 1997
Docket96-852
StatusPublished
Cited by32 cases

This text of 570 N.W.2d 915 (Bearshield v. John Morrell & Co.) is published on Counsel Stack Legal Research, covering Supreme Court of Iowa primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Bearshield v. John Morrell & Co., 570 N.W.2d 915, 8 Am. Disabilities Cas. (BNA) 1841, 1997 Iowa Sup. LEXIS 323, 1997 WL 732152 (iowa 1997).

Opinion

TERNUS, Justice.

Appellant Carol Bearshield sued her employer, appellee John Morrell & Co., claiming disability discrimination. In granting John Morrell’s motion for summary judgment, the district ruled, as a matter of law, that Bear-shield was not disabled within the meaning of the Americans with Disabilities Act and the Iowa Civil Rights Act. See 42 U.S.C. §§ 12102(2), 12112(a) (1988); Iowa Code §§ 216.2(5), 216.6(l)(a) (1993). Bearshield appealed. We affirm in part, reverse in part, and remand for further proceedings.

I. Standard of Review.

We review a summary judgment ruling for correction of errors of law. See Gerst v. Marshall, 549 N.W.2d 810, 811 (Iowa 1996). A summary judgment will be upheld “when the moving party shows no genuine issue of material fact exists and it is entitled to judg *917 ment as a matter of law.” C-Thru Container Corp. v. Midland Mfg. Co., 533 N.W.2d 542, 544 (Iowa 1995). In reviewing a grant of summary judgment, we view the record in the light most favorable to the party opposing summary judgment. See Gerst, 549 N.W.2d at 812.

II. Background Facts and Proceedings.

The record, when viewed in the light most favorable to Bearshield, reveals the following facts. John Morrell operates a meatpacking plant in Sioux City, Iowa. Since 1989, Bear-shield has worked on the “final trim ham line” at the plant. She trims fat from small pieces of ham passing by on the assembly line, and then throws the pieces into a container.'

Bearshield has suffered from degenerative arthritis in both knees for several years, but until 1994 her condition had not prevented her from performing her job. Between early January 1994, and February 3, 1994, Bear-shield fell on or twisted her knees on three occasions: once inside the plant, once in the plant parking lot, and once at home. She reported these incidents to John Morrell, but continued to perform her regular job, sitting on a stool when necessary. (Other employees on the ham line were also allowed to use a stool as needed.)

When Bearshield’s knee pain continued, she was referred to the company physician. On April 25, 1994, the company doctor advised Bearshield not to work and referred her to a specialist, Dr. Steven Meyer. Dr. Meyer’s diagnosis was degenerative arthritis in both knees, aggravated by Bearshield’s recent falls. After prescribing various treatment regimens, Dr. Meyer eventually released Bearshield to return to work on May 23, 1994, subject to the following permanent restrictions: Bearshield could not squat or twist, and could not stand for more than two hours at a time.

Bearshield presented herself to John Mor-rell for work the next day. She was told there was no work available because of the restrictions imposed by Dr. Meyer. These restrictions violated John Morrell’s policy requiring a. full release before an employee suffering from a nonwork-related injury would be permitted to return to work. (John Morrell claimed Bearshield’s injury was not work-related.) Bearshield disagreed with her employer’s decision and asserted she could do her regular job with the aid of a stool, just as she had between February 4 and April 25,1994. When John Morrell persisted in its refusal to allow her to return to work, Bearshield filed a complaint with the Iowa Civil Rights Commission alleging the company’s action violated the Americans with Disabilities Act (hereinafter “ADA”) and the Iowa Civil Rights Act (hereinafter “ICRA”).

Meanwhile, Bearshield’s attorney continued to ask John Morrell to return Bearshield to the production line. In November 1994 John Morrell allowed Bearshield to return to her old job as a trimmer on the ham line. Bearshield was still subject to the restrictions imposed by Dr. Meyer, so she used a stool when needed to perform her duties. She continued on the ham line without incident for six months, when she then bid into another'job. John Morrell refused to pay Bearshield for the time she was off work between May 23, 1994, and November 14, 1994.

Bearshield filed this action in March 1995, seeking back pay, compensatory damages, punitive damages, attorney’s fees, and in-junctive relief. 1 John Morrell filed a motion for summary judgment, claiming Bearshield could not establish (1) that she was disabled *918 under the ADA and ICRA, or (2) that she was terminated or replaced by John Morrell. 2 The company also claimed that because Bearshield was not disabled, she had no standing to seek an injunction against John Morrell’s use of its “100% healed” policy. The district court ruled John Morrell had shown as a matter of law that Bearshield was not disabled and, accordingly, dismissed her petition. Bearshield appeals.

III. General Legal Principles.

Proof of a disability is essential to recovery for disability discrimination under the ADA and the ICRA. See 42 U.S.C. § 12112(a) (“No covered entity shall discriminate against a qualified individual with a disability (emphasis added); Iowa Code § 216.6(l)(a) (making it an unfair or discriminatory practice to “discriminate in employment against any ... employee because of the ... disability of such ... employee”) (emphasis added); Falczynski v. Amoco Oil Co., 538 N.W.2d 226, 234 (Iowa 1995). The issue of whether an individual has a disability is a factual question to be decided on a case-by-case basis. See Byrne v. Board of Educ., 979 F.2d 560, 565 (7th Cir.1992); Smith v. Kitterman, Inc., 897 F.Supp. 423, 427 n. 3 (W.D.Mo.1995).

The ADA defines a “disability” as (1) “a physical or mental impairment that substantially limits one or more of the major life activities of [an] individual”; (2) having “a record of such an impairment”; or (3) “being regarded as having such an impairment.” 42 U.S.C. § 12102(2). The term “disability” is defined similarly under the ICRA. Iowa Code section 216.2(5) defines a “disability” as “the physical or mental condition of a person which constitutes a substantial handicap.” The regulations promulgated pursuant to chapter 216 expand on this basic definition:

The term “substantially handicapped person” shall mean any person who has a physical or mental impairment which substantially limits one or more major life activities, has a record of such an impairment, or is regarded as having such an impairment.

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Bluebook (online)
570 N.W.2d 915, 8 Am. Disabilities Cas. (BNA) 1841, 1997 Iowa Sup. LEXIS 323, 1997 WL 732152, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bearshield-v-john-morrell-co-iowa-1997.