HIRLSTON v. COSTCO WHOLESALE CORPORATION

District Court, S.D. Indiana·Decided August 19, 2021·No. 1:17-cv-04699·Unknown

Opinion

UNITED STATES DISTRICT COURT SOUTHERN DISTRICT OF INDIANA INDIANAPOLIS DIVISION

KAREN R. HIRLSTON, ) ) Plaintiff, ) ) v. ) Case No. 1:17-cv-04699-TWP-MPB ) COSTCO WHOLESALE CORPORATION, ) ) Defendant. )

ENTRY ON PLAINTIFF'S COUNT II CLAIM: RETALIATION UNDER THE AMERICANS WITH DISABILITIES ACT

This matter is before the Court on Count II of Plaintiff Karen R. Hirlston's ("Hirlston") Complaint; her claim against Defendant Costco Wholesale Corporation ("Costco") for retaliation under the Americans with Disabilities Act ("ADA") (see Filing No. 188). Following a jury trial on Count I: Hirlston's claims for discrimination (failure to accommodate and disparate treatment) under the ADA, the jury found in favor of Costco and against Hirlston. It was determined earlier that Hirlston's retaliation claim would be tried separately to the Court. (Filing No. 136). The Court gave Hirlston until July 9, 2021 to brief and submit evidence, if any" and provided Costco "twenty- one days thereafter to respond." (Filing No. 172 at 2.)1 Upon consideration of the evidence presented at trial and thereafter, and the now-completed briefing the Court issues its Findings of Fact and Conclusions of Law pursuant to Federal Rule of Civil Procedure 52(a)(1). Any finding

1 Hirlston filed a "Reply Brief in Support" on August 6, 2021 (Filing No. 190). Costco moved to strike this brief, arguing that neither the order setting the briefing schedule nor the local rules permitted its filing (see Filing No. 191 at 2). And though "a good part of the Reply merely reiterates Hirlston's position" instead of providing new arguments, Costco—in the event "the Court intends to consider Hirlston's Reply"—requested leave to file a surreply to "respond[] to discrete points raised in Hirlston's Reply which Costco did not have the opportunity to address and which require correction." Id. at 3. Finally, Costco requested "costs and fees incurred in connection with this Motion to Strike." Id. at 4. Upon consideration of this Motion, the Court will deny Costco's request to strike the reply brief, grant Costco leave to file the surreply (which was submitted at Filing No. 191-1 and which the Court will consider as appropriate), and deny Costco's request for costs and fees (Filing No. 191). of fact that is more properly considered a conclusion of law is adopted as such. Similarly, any conclusion of law that is more properly considered a finding of fact is adopted as such. I. FINDINGS OF FACT Hirlston has suffered from a woeful range of disabilities since her youth. Over twenty-five years ago, in 1995, she was diagnosed with fibromyalgia (Filing No. 187-13 at 2). In 1998, she

was diagnosed with hypothyroidism. Id. Since 2011, she has suffered from four herniated disks, two of which are pushing on nerve roots. Id. She has also been diagnosed with spinal canal stenosis, facet disease, and bone spurs, and she has suffered from arthritis since she was eleven years old. Id. Because of her spinal disabilities and fibromyalgia, Hirlston has used a cane to get around since childhood. Id. Despite her disabilities, Hirlston was able to provide nearly six years of loyal and exemplary service to Costco—a chain of membership-only warehouses that, among many other things, includes optical departments. In December 2009, Costco hired Hirlston to work in optical sales and service at the Fortune Park location in Indianapolis, Indiana. Id. at 1. In August 2010, Hirlston was promoted to the position of Optical Manager at Indianapolis's Castleton Costco

location. Id. Five years into her tenure as Optical Manager, Costco, in May 2015, announced a complete remodel of the optical department that would result in all monitors being built into countertops to protect the confidentiality of customers' personal health information (Filing No. 187-1 at 1). Knowing that this change would effectively eliminate seated workstations, Hirlston reached out to Costco's human resources department in July 2015 in anticipation of the remodel's incompatibility with her disabilities (Filing No. 187-13 at 2–3). Eventually, based on direction from the human resources department, Hirlston provided her general practitioner Dr. Rachael Bowles ("Dr. Bowles") with a job description for the Optical Manager role and asked her to complete Costco's corresponding work restriction form. Id. at 3. Later, in September 2015, Hirlston furnished the finalized work restriction form to the Castleton Costco location's Warehouse Manager, id. at 3, 5, which indicated that Hirlston (1) could "[n]ever" bend, stoop, squat, or kneel; (2) was "not able" to lift more than five pounds (and no more than two pounds below her waist); (3) could not stand for more than 15 minutes at a time (and would thereafter need to sit frequently); and (4) could not walk for more than 10 minutes at a time (and would then need to sit frequently to relieve pain) (Filing No. 187-2 at 1–2). Conversely, the pre-existing job description for the Optical Manager position required, among other things, that this employee be able to (1) "Occasionally" ("under 2-1/2 hours") bend, squat, and kneel; (2) "Frequently" ("2-1/2 to 5 hours") carry up to ten pounds; (3) "Frequently" stand; and (4) "Frequently" walk (Filing No. 189-1 at 2). In October 2015, Hirlston was asked to participate in a conference call to discuss her restrictions, which conflicted with the requirements of the Optical Manager position and would, in Costco's estimation, impact Hirlston's ability to provide the excellent service to members that it expected (Filing No. 187-13 at 3; Filing No. 183 at 145). During the resultant November 2015 job assessment meeting, Hirlston offered several potential accommodations to allow her to continue as Optical Manager (like using a "grabber" and having access to a sitting station, a polarized screen, and lifting assistance from co-workers), but Costco determined that none of these proposed solutions would permit Hirlston to satisfactorily fulfill the job's duties (Filing No. 187-13 at 3; Filing No. 187-3 at 2–4). Costco was concerned that Hirlston would need to violate some of the work restrictions outlined by Dr. Bowles to meet the expectations of the role. Id. at 3; Filing No. 184 at 31. After determining that were unable to accommodate Hirlston in the Optical Manager position, and without any similar opening to offer her for which she was qualified,2 Costco placed her on a leave of absence on November 5, 2015 (Filing No. 187-3 at 5; Filing No. 187-4 at 2). The

letter placing Hirlston on leave explained that "[i]t was determined . . . that you were unable to perform the essential functions of your position of Optical Manager (full-time), with or without accommodations," and that the leave was instituted to, among other things, "provide us the opportunity to further explore other potential positions for possible reassignment." (Filing No. 187- 4 at 1, 2.) While she was on leave, Costco sent Hirlston open positions (see, e.g., Filing No. 189-2 at 2). After she expressed interest in April 2016 in obtaining a Hearing Aid Attendant position at a new Costco location opening on the southside of Indianapolis, Costco held a meeting with Hirlston to determine if she could perform the essential functions of that role in light of her work restrictions (see Filing No. 189-3 at 1–2; Filing No. 187-13 at 5). Eventually, Hirlston—after Costco requested

clarification from her health care provider (Filing No. 187-10 at 2–3)—received updated work restrictions from Dr. Bowles several months later on September 30, 2016 (Filing No. 187-5 at 2). According to Dr. Bowles, Hirlston was at that point unable to stand longer than 15 minutes at a time.

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HIRLSTON v. COSTCO WHOLESALE CORPORATION, (S.D. Ind. 2021).

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