Emily Snead v. Metropolitan Property & Casualty Insurance Company, a Delaware Corporation James McIntosh

237 F.3d 1080, 11 Am. Disabilities Cas. (BNA) 659, 2001 Cal. Daily Op. Serv. 629, 2001 Daily Journal DAR 801, 2001 U.S. App. LEXIS 853, 2000 WL 33122829
CourtCourt of Appeals for the Ninth Circuit
DecidedJanuary 23, 2001
Docket99-35071
StatusPublished
Cited by335 cases

This text of 237 F.3d 1080 (Emily Snead v. Metropolitan Property & Casualty Insurance Company, a Delaware Corporation James McIntosh) is published on Counsel Stack Legal Research, covering Court of Appeals for the Ninth Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Emily Snead v. Metropolitan Property & Casualty Insurance Company, a Delaware Corporation James McIntosh, 237 F.3d 1080, 11 Am. Disabilities Cas. (BNA) 659, 2001 Cal. Daily Op. Serv. 629, 2001 Daily Journal DAR 801, 2001 U.S. App. LEXIS 853, 2000 WL 33122829 (9th Cir. 2001).

Opinions

Opinion by Judge TASHIMA; Dissent by Judge LAY

TASHIMA, Circuit Judge:

The underlying question we must decide in this employment discrimination ease arising under Oregon law is whether plaintiff Emily Snead (“Snead”) adduced sufficient evidence to survive her employer’s, Metropolitan Property and Casualty Insurance Company’s (“Met”), motion for summary judgment. We must first decide, however, the threshold question of whether this action is governed by Oregon’s special summary judgment procedure applicable to employment discrimination cases or by federal summary judgment rules and procedures.

[1085]*1085I. BACKGROUND

Met is engaged in the sale of home and auto insurance through agents known as Property and Casualty Specialists (“PCS”). These agents, in turn, report to Market Development Managers (“MDM”). Each MDM is responsible for managing 15 to 20 PCS agents. In the Portland market, Met originally hired two MDMs: Snead and Bill Todd. Both reported to James McIntosh, Vice President of the PCS organization. While Snead handled the “Portland North” territory, Todd was assigned to the “Portland South” territory. By 1993, Snead and Todd together managed 33 PCS agents.

In early 1995, Snead was being stalked by one of Met’s former employees. She claimed that through the use of the mail and telephone, that former employee harassed and threatened her. She also claims that Met handled the matter poorly, offered little help, and even made light of the situation.1 As a result, she claimed that she suffered emotional distress, which was diagnosed as “Post-Traumatic Stress Disorder and Depression.”

After being so diagnosed, Snead sought and was granted a three-month leave of absence, which included a salary continuation under Met’s short-term disability program. Snead ultimately extended her request to six months, which was also approved. When Met received Snead’s request for an extension, Todd was assigned responsibility for Snead’s territory. For administrative convenience, this change was reflected on paper by combining Portland North and Portland South into one market. Although Gary Max, a PCS employee, filled in for Snead, no one was ever hired to replace Snead.

After her short-term disability leave expired, Snead did not return to work. Instead, she went on long-term disability leave. In mid-1996, more than a year after Snead first went on disability leave, Met sent her a letter stating that her long-term disability benefits would end in December 1996, unless she provided medical documentation that she was still disabled. The decision to terminate her long-term disability benefits was partially based on the opinion of Dr. Robert Slack, a Board certified psychiatrist, who opined that, given the stalking incident, “[h]er refusal to return to work is understandable,” but that she could still function in other work settings. Snead failed to provide the requested additional information, and thus her disability benefits ended on December 31, 1996. She subsequently faxed McIntosh a medical release stating that she could return to work without any restrictions on February 24,1997.

Snead expected to be reinstated in her old position. Met’s Resources Handbook for Managers states that: “An employee returning from disability will be placed in the job they occupied prior to the disability. An employee returning from a leave of absence may be placed in the same job occupied before the leave of absence or in a reasonably equivalent position at the same salary and rate of pay.” But, while Snead was on leave, the staff of Met’s Portland office decreased from 33 employ[1086]*1086ees in 1993 to 10 in January 1997. Consequently, Met no longer needed two MDMs in the Portland market (or in any market in the United States). As a result, in mid-January 1997, McIntosh called Snead to tell her that her MDM position no longer existed and to discuss her future in the company. Snead and McIntosh disagree about what was said in that conversation. According to Snead, they discussed the possibility that Snead could be moved to another job (local or otherwise), but that she needed specifics about the job and the compensation. On the other hand, McIntosh testified that Snead indicated to him that she was not mobile and did not want to be a PCS agent.

On January 21, 1997, McIntosh sent Michael Dineen, a Human Resources representative, an e-mail about his conversation with Snead, stating:

I told her that the PCS program has undergone major changes and that there is not a MDM position available in Portland at this time. I did inform her that there might be a MDM position in another market and asked her if she is mobile. She informed me that she is not. She also has no intentions of becoming a PCS. She basically expected a comparable position at the same salary rate, with bonuses, AND be able to work out of her home. I again stated that we have no desire to grow the market to require additional management.2

McIntosh and Bill Moore, Vice President of Sales, also discussed Snead’s position and the need to eliminate one of the Portland MDMs. According to Snead, however, this was the first time that McIntosh discussed that need with Moore (his superior) who until the time of Snead’s call, had expected her to return to her old position.3 Nonetheless, Moore agreed with McIntosh’s decision to reduce the number of MDMs in the Portland market.

On February 14, 1997, McIntosh wrote to Snead to confirm their earlier conversation and to confirm that the position that she held as MDM was determined to be “excess.”4 The letter stated that Snead could explore a PCS agent position supervised by Todd. Snead would be paid an unspecified “base salary as well as commission.” McIntosh’s letter also stated that as of February 24, 1997, her status as an “excess employee” made her eligible for “an enhanced separation allowance.”5 Snead’s attorney responded on February 20, 1997, stating that Snead was not interested in a demotion to a PCS agent position. Consequently, on March 19, 1997, the Director of Human Resources wrote to Snead to inform her that her discontinuance would be processed effective March 31, 1997, unless Snead communicated to Met that she was interested in a PCS agent position or in relocating. Pending a response, the Human Resources Department drafted a “Job Related Turnaround Document” on March 19, 1997, listing March 31 as the effective date of Snead’s termination.

On March 31, 1997, Snead’s attorney requested further information regarding the specifies of the PCS agent position. Upon receipt of the request for information, however, Met’s attorney stated that “[b]y the time [he] received [Snead’s attor[1087]*1087ney’s] letter of March 31, 1997 it was too late to forward it to [Met] for receipt the same day.” Accordingly, Snead’s termination took place as scheduled on March 31,1997. Less than two months later, Met wrote Todd and all the PCS agents in Portland to inform them that they would be laid off as the result of a decision to close the Portland office. Met ultimately terminated Todd in August 1997. There is still one PCS agent in Portland who reports to a MDM in Seattle.

As a result of her termination, Snead commenced this state law disability discrimination case in Oregon state court, claiming violation of § 659.436 of the Oregon Revised Statutes.

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237 F.3d 1080, 11 Am. Disabilities Cas. (BNA) 659, 2001 Cal. Daily Op. Serv. 629, 2001 Daily Journal DAR 801, 2001 U.S. App. LEXIS 853, 2000 WL 33122829, Counsel Stack Legal Research, https://law.counselstack.com/opinion/emily-snead-v-metropolitan-property-casualty-insurance-company-a-ca9-2001.