Hurlbert Ex Rel. Estate of Hurlbert v. St. Mary's Health Care System, Inc.

439 F.3d 1286, 11 Wage & Hour Cas.2d (BNA) 417, 2006 U.S. App. LEXIS 3733, 87 Empl. Prac. Dec. (CCH) 42,329, 2006 WL 345823
CourtCourt of Appeals for the Eleventh Circuit
DecidedFebruary 16, 2006
Docket05-10252
StatusPublished
Cited by372 cases

This text of 439 F.3d 1286 (Hurlbert Ex Rel. Estate of Hurlbert v. St. Mary's Health Care System, Inc.) is published on Counsel Stack Legal Research, covering Court of Appeals for the Eleventh Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

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Hurlbert Ex Rel. Estate of Hurlbert v. St. Mary's Health Care System, Inc., 439 F.3d 1286, 11 Wage & Hour Cas.2d (BNA) 417, 2006 U.S. App. LEXIS 3733, 87 Empl. Prac. Dec. (CCH) 42,329, 2006 WL 345823 (11th Cir. 2006).

Opinion

WILSON,- Circuit Judge:

Barbara J. Hurlbert, executor of the estate of Thomas Hurlbert, appeals the district court’s order granting summary judgment to Thomas Hurlbert’s (“Hurlbert”) former employer, St. Mary’s Health Care System, Inc. (“St. Mary’s”), on Hurlbert’s claims under the Family .and Medical .Leave Act of 1993 (“FMLA” or the “Act”). 1 The district court determined that Hurlbert could not establish statutory entitlement to FMLA leave, and that his FMLA interference and retaliation claims must therefore fail. With respect to Hurl- *1289 bert’s retaliation claim, the court further found Hurlbert had failed to present sufficient evidence that St. Mary’s proffered reason for his termination was pretextuaL We hold that the district court erred in construing pertinent regulatory language, and in assessing the evidence of pretext; As a result, we reverse and remand for further proceedings on both the interference and the retaliation claims.

I. BACKGROUND

Hurlbert started working for St. Mary’s in 1989, as a paramedic. In addition to fulfilling his duties at St. Mary’s, Hurlbert worked full-time with the Rockdale County Fire Department (“Rockdale”). His duties at Rockdale included firefighting and dealing with hazardous materials, although he was also able to employ his paramedic skills as needed.

Shortly after being hired by St. Mary’s, Hurlbert was promoted to a supervisory position that involved the maintenance-of St. Mary’s emergency medical services (“EMS”) vehicles. Approximately five years later Hurlbert’s duties changed, and he became responsible for supervising one of St. Mary’s three emergency medical technician (“EMT”) shifts. Among other things, Hurlbert was required to ensure that EMS units were adequately staffed during his shift, to visit and check on the various duty stations from which the units operated, and to transport linens.

Hurlbert suffered a heart attack in October of 1999. After he underwent a successful angioplasty and stent replacement, he was released by his cardiologist, Dr. Thomas Murphy, to return to work at St. Mary’s on November 9th, and at Rockdale on November 16th. Prior to his release, Hurlbert was diagnosed with depression and anxiety, as well as sinusitis. Among the medications he was prescribed was Paxil, for.anxiety and stress. 2 Hurlbert did return to full-time work, however, at both St. Mary’s and Rockdale.

In ’February of 2002, St. Mary’s underwent an internal reorganization. The oversight of EMS was transferred from vice-president Marilyn Hill to executive director Bonnie Butler, who had been directing various other services at St. Mary’s for eight years. After conducting a - departmental review of EMS, Butler concluded that its. director position should be replaced by that -of a working manager. In July of 2002, Butler eliminated the position of EMS director held by Frank “Sparky” Wilson, and promoted Jeff Sosby to the new working manager position. 3

As part of Butler’s departmental review, she reassessed a number of unresolved patient- complaints, including one about medical services rendered by Hurlbert to a five-year old child back in late February of 2002. Butler ultimately concluded that Hurlbert had falsified his account of events, and should have been terminated by Sparky Wilson. Given the age of the complaint, however, she issued Hurlbert a disciplinary letter instead of terminating him. Hurlbert, who denied engaging in any falsification, filed a grievance regarding the disciplinary action. During the early stages of the grievance process, Butler decided to have Hurlbert undergo a competency evaluation. 4

Around that time Hurlbert also learned that his mother would have to undergo *1290 open heart surgery, and used several vacation days in early August to go visit her. On August 14th, the EMS medical director, Dr. Jerome Howell, administered a skills competency test to Hurlbert. Although each of the seven competency areas on the exam was pass/fail only, and Hurlbert passed five, Dr. Howell, did not mark either “pass” or “fail” in two of the competency areas. Instead, Dr. Howell commented that Hurlbert (1) seemed “rusty” in his use of the Lifepak 10 and was not familiar with the use of the Life-pak 12, and (2) needed to review the use of drugs contained in the EMS “drug bag,” as well as how those drugs are administered. Dr. Howell does not recall discussing the results of the examination with Butler, but did tell education director Mike McElhannon that Hurlbert needed to do some additional review. Hurlbert likewise recalls Dr. Howell telling him to brush up on the drug bag portion of the test.

On September 4th, Hurlbert received a hearing before an internal committee on his grievance. The committee upheld Butler’s disciplinary action, but removed her reference to “falsification.” Later that same day, Hurlbert met with Dr. Howell to complete the Lifepak and drug bag portions of Hurlbert’s earlier competency exam. 5 Hurlbert remembers making a mistake in describing one drug, but claims Dr. Howell told him it didn’t matter because St. Mary’s was going to remove that drug from the drug box altogether. Hurlbert also contends that Dr. Howell never said that Hurlbert failed the test. Dr. Howell’s recollection is that Hurlbert had clearly studied and was making his best effort, but had not necessarily established that he was prepared to perform the duties of his position. Dr. Howell was concerned about Hurlbert’s ability to perform under stress, and suggested to Hurl-bert that he might need to “tak[e] some time off or tak[e] a break or maybe, you know, stay[ ] off the truck and do[ ] something else for a while.” Similarly, Hurl-bert recalls discussing with Dr. Howell the increasing stress and exhaustion created by Hurlbert’s heavy workload, the feeling of being singled out for discipline, and his mother’s health. Hurlbert remembers stating that he needed to visit his mother, and didn’t want to continue working as a paramedic until he had done so. According to Hurlbert, Dr. Howell advised him to relax and assured him that he (Howell) would help Hurlbert get some time off to visit his mom. ■

After finishing with Hurlbert, Dr. Howell went to speak with Mike McElhannon about Hurlbert’s status. Howell explained to McElhannon (and Jeff Sosby, who also was present) that he (Howell) thought Hurlbert “was showing signs that his confidence in his own knowledge and experience was in doubt and I think under stress, he was wavering a little.” Howell recalls stating that it would be helpful if Hurlbert could take on a more laid-back job, but denies ever saying that Hurlbert should not serve as a paramedic/E MT, or that Hurlbert should be terminated. At some point after Dr. Howell finished speaking with McElhannon and Sosby, Hurlbert located Sosby and asked about taking leave:

I indicated to him that I wanted to put in for a leave. And he told me he didn’t know how to do that, that he was new at that job, which he had just been put into it [sic]. He wasn’t really familiar with it and he didn’t know if he had paperwork and all this other [sic]. And I says, “Well, okay.

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439 F.3d 1286, 11 Wage & Hour Cas.2d (BNA) 417, 2006 U.S. App. LEXIS 3733, 87 Empl. Prac. Dec. (CCH) 42,329, 2006 WL 345823, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hurlbert-ex-rel-estate-of-hurlbert-v-st-marys-health-care-system-inc-ca11-2006.