Henry v. United Bank

686 F.3d 50, 26 Am. Disabilities Cas. (BNA) 1052, 19 Wage & Hour Cas.2d (BNA) 528, 2012 WL 2866097, 2012 U.S. App. LEXIS 14424
CourtCourt of Appeals for the First Circuit
DecidedJuly 13, 2012
Docket11-1666
StatusPublished
Cited by46 cases

This text of 686 F.3d 50 (Henry v. United Bank) is published on Counsel Stack Legal Research, covering Court of Appeals for the First Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Henry v. United Bank, 686 F.3d 50, 26 Am. Disabilities Cas. (BNA) 1052, 19 Wage & Hour Cas.2d (BNA) 528, 2012 WL 2866097, 2012 U.S. App. LEXIS 14424 (1st Cir. 2012).

Opinion

HOWARD, Circuit Judge.

Plaintiff-appellant Kathy Henry appeals an award of summary judgment in favor of her former employer, defendant-appellee United Bank, on her claims of retaliation in violation of the Family and Medical Leave Act (FMLA), 29 U.S.C. §§ 2601-2654, and disability discrimination in violation of Massachusetts law, Mass. Gen. L. ch. 151B. Her claims arise from United Bank’s decision to terminate her employment after she had exhausted 12 weeks of medical leave. Agreeing with the magistrate judge that the undisputed material facts compel judgment in favor of United Bank, we affirm.

I. Background

We recite the facts in the light most favorable to Henry as the non-moving party. See Jones v. Walgreen Co., 679 F.3d 9, 12 (1st Cir.2012). Henry began working for United Bank in 2006 as a commercial loan administrative assistant and in the following year was promoted to the position of commercial credit analyst. As a credit analyst, her tasks included evaluating the credit-worthiness of commercial borrowers and making lending recommendations. She reported to Joanne Sheedy, the Assistant Vice President of Credit, who in turn reported to Jack Patterson, the Vice President of Risk Management.

In January 2008, Henry began experiencing neck pain, blurred vision, and dizziness. Her primary care physician (PCP) Dr. Suzanne Jorey examined her and referred her to a neurologist, Dr. Christopher Comey. Dr. Comey determined that Henry was suffering from a spinal cord compression in her cervical spine. She received physical therapy during this time frame and scheduled another appointment with Dr. Comey for early September. That appointment was later changed to September 24. Henry kept the bank informed of her physical condition and of the scheduled September appointment with the neurologist.

With some workplace accommodations provided by the bank, Henry was able to perform her job for a time. These accommodations included, for example, an ergonomic chair and modifications to an air *53 conditioning vent in the plaintiffs office. Henry also compensated for her sedentary position by walking around several times during the day. Despite these adjustments, however, her symptoms worsened, and on the first day of July she had difficulty getting out of bed. That day Henry went to her PCP, who examined her and completed an “Excuse Slip.” This note, which Henry gave to the bank, stated that she would be on “bed rest until, further notice.”

Near the end of July, Henry’s PCP recommended that her leave of absence be extended for three weeks while further tests were performed and a diagnosis reached. In mid-August, the PCP provided an “Attending Physician Statement” to the Bank. This statement noted that Henry could not sit all day, that she suffered a decreased range of motion in her neck and back, and that it was “indeterminable” when she could return to work. Henry told the bank’s human resources department that her PCP wanted her to remain out of work until her appointment with the neurologist at the end of September.

Intermittently over the course of the summer, Henry’s employer provided her with forms to complete for FMLA leave and short-term disability leave. Toward the end of July, the bank informed her that her 12-week “FMLA/Disability leave” had begun on July 1, leaving about nine more weeks of leave time remaining. In early September, however, the bank sent Henry a letter stating that her request for short-term disability had not yet been approved, pending “further documentation from [her] doctor,” and, therefore, it was unable to qualify her work absence as FMLA leave. The correspondence included a “Certification of Health Care Provider” form (CHCP form) which was to be completed within fifteen days. At Henry’s direction, the bank also sent the form to her PCP’s office. A few days later, the bank’s disability insurance company informed Henry that her request for short-term disability had been denied due to a lack of medical documentation showing that she was totally disabled.

Meanwhile, Sheedy, Patterson, and Senior Vice President of Human Resources Miriam Siegal met in early September to discuss the staffing needs of the credit analysis department. This discussion included the topic of the bank’s ability to continue to hold Henry’s position open indefinitely. Sheedy communicated to Siegal that the department was strained from short staffing; two other credit analysts, as well as Sheedy herself, had been carrying the plaintiffs workload. They opted, however, to wait to make a decision until the end of September.

By mid-month, the bank received the completed CHCP form from the PCP’s office. That certification stated that Henry was “not incapacitated” and was “able to perform [her] job” on a normal work schedule with “no heavy lifting.” On September 22, Sheedy, Patterson, and Siegal decided that the bank was unable to hold Henry’s position open any longer; Siegal told Henry that she was expected to return to work on September 25, after her scheduled September 24 appointment with the neurologist. In her correspondence memorializing the bank’s decision, Siegal characterized Henry’s “lengthy absence” as “unexcused” and not FMLA-eligible leave, because it had “not been supported by [her] healthcare providers.”

The morning of September 25, after she saw her neurologist Henry arrived at the bank with a note authored by him. It stated:

Ms. Henry is under my care for a neurosurgical condition (cervical myelopathy). Our office will be scheduling a surgical procedure for her in the next *54 few weeks. Due to extreme pain Ms. Henry has been unable to go to work since July 1, 2008, she is to remain out of work until further notice.

When Henry attempted to deliver the note to Lynn Orr, the Payroll and Benefits Administrator, Orr told her that she needed to wait for Siegal to arrive to work in a “few minutes” in order to give the note directly to her. Henry declined to wait and left the note with another employee to deliver to Siegal. Later that same day, Henry sent an email message to Siegal, advising her that the surgery referred to in the neurologist’s note was scheduled for October 17. Siegal responded by informing Henry that her employment was terminated, noting that the Bank “cannot continue to hold [her] position open indefinitely” and that she had been given a full 12-week period of FMLA leave commencing July 1, even though the medical documentation did not support it.

Henry took the position that the CHOP form submitted by her primary care physician in August had mistakenly characterized her as able to work. She never provided a statement from the PCP to modify that form, however, nor did she provide an additional CHOP form completed by the neurologist. Henry did undergo the surgery in October, and on April 2009 she was cleared to work without restrictions.

Henry subsequently filed this action, which United Bank removed to federal court, and the parties consented to proceed before a magistrate judge. In due course, the bank moved for summary judgment on all claims, and also sought to strike certain portions of the plaintiffs statement of facts.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Untitled Case
D. New Hampshire, 2026
Der Sarkisian v. Austin Preparatory School
85 F.4th 670 (First Circuit, 2023)
Logue v. The RAND Corporation
D. Massachusetts, 2023
Weed v. Spraying Systems, Co.
D. New Hampshire, 2022
Donald Weed v. Spraying Systems, Co.
2022 DNH 077 (D. New Hampshire, 2022)
Kuc v. Smith & Nephew, Inc.
D. Massachusetts, 2022
Thompson v. Gold Medal Bakery, Inc.
989 F.3d 135 (First Circuit, 2021)
O'Rourke v. Tiffany and Company
988 F.3d 23 (First Circuit, 2021)
Brader v. Biogen Inc.
983 F.3d 39 (First Circuit, 2020)
Kleya v. Karl Storz Endovision, Inc.
385 F. Supp. 3d 99 (District of Columbia, 2019)
Miceli v. JetBlue Airways Corp.
914 F.3d 73 (First Circuit, 2019)
Trust v. Harvard University
D. Massachusetts, 2018

Cite This Page — Counsel Stack

Bluebook (online)
686 F.3d 50, 26 Am. Disabilities Cas. (BNA) 1052, 19 Wage & Hour Cas.2d (BNA) 528, 2012 WL 2866097, 2012 U.S. App. LEXIS 14424, Counsel Stack Legal Research, https://law.counselstack.com/opinion/henry-v-united-bank-ca1-2012.