Karen Hirlston v. Costco Wholesale Corporation

81 F.4th 744
Court of Appeals for the Seventh Circuit·Decided September 1, 2023·No. 22-2067·Published·Cited by 4 cases

Opinion

In the

United States Court of Appeals For the Seventh Circuit

No. 22-2067 KAREN R. HIRLSTON, Plaintiff-Appellant,

v.

COSTCO WHOLESALE CORPORATION, Defendant-Appellee.

Appeal from the United States District Court for the Southern District of Indiana, Indianapolis Division.

No. 1:17-cv-04699-TWP-MPB — Tanya Walton Pratt, Chief Judge.

ARGUED FEBRUARY 7, 2023 — DECIDED SEPTEMBER 1, 2023

Before HAMILTON, BRENNAN, and JACKSON-AKIWUMI, Circuit Judges.

HAMILTON, Circuit Judge. Plaintiff Karen Hirlston worked for several years as the Optical Manager at a Costco store. Hirlston has disabilities that make it hard for her to bend, walk, and stand. In 2015, Costco planned to remodel the optical department in a way that would make it more difficult for Hirlston to continue working in that job. The parties discussed accommodations, including work restrictions 2 No. 22-2067

designated by Hirlston’s doctor. Costco determined that no accommodations would allow Hirlston to continue as Optical Manager after the remodeling. Costco also decided that she had not been carrying out the essential functions of her job before the remodeling. She had been acting contrary to her doctor’s restrictions and delegating to other employees tasks that Costco believed were essential for her to carry out herself. Costco placed Hirlston on involuntary leave and later assigned her to a different job paying less money.

Hirlston filed this suit under the Americans with Disabilities Act (ADA) against Costco for disability discrimination and retaliation. See 42 U.S.C. §§ 12111(8), 12112, & 12203(a). A jury ruled against her, finding that she was not qualified to do the Optical Manager job at the critical time, in November 2015. Hirlston has appealed. She argues that the trial court used an improper special verdict form, gave an erroneous jury instruction on the central issue of being qualified for the job, and erred by allowing Costco to show the jury two photographs that it had not timely disclosed in discovery.

We affirm. First, the special verdict form simply was not erroneous. Second, Hirlston forfeited her appellate challenge to the jury instruction by failing to make a timely objection. On plain-error review, we find that the key instruction included an error, at least in the abstract, but we are not convinced the error harmed Hirlston’s case so as to require a new trial despite her forfeiture. Finally, the judge did not abuse her discretion by allowing both plaintiff and defendant to introduce a few photographs of the workplace that had not been disclosed in discovery.

No. 22-2067 3

I. Factual and Procedural Background A. Hirlston’s Job as Optical Manager Since Hirlston’s childhood, she has lived with disabilities that render her unable to lift significant weights, to stand for long periods of time, or to walk without a cane. Hirlston found a job at a Costco store in Indianapolis in its optical department . She quickly earned a promotion to Optical Manager . Five years into her tenure, though, Costco announced a plan to remodel the optical department. Before the remodel, computer monitors for handling customer orders and other information had been placed on countertops. With that arrangement , Hirlston could sit down to work with customers. Part of the planned remodeling was to build computer monitors directly into the counters to keep others from seeing customers ’ confidential health information. The arrangement would have required Hirlston to stand much longer than she could tolerate.

Hirlston approached Costco management to discuss possible accommodations that would enable her to continue as Optical Manager. Costco asked Hirlston for her doctor’s restrictions . These included significant limits on bending, stooping, and kneeling, as well as lifting, standing, and walking . These restrictions were not consistent with Costco’s view of the essential functions of an Optical Manager, both before and after the remodeling of the department. Costco thought the Optical Manager would need to be able to bend, stoop, and kneel occasionally, less than two and a half hours per day. Hirlston’s doctor said she could “never” bend, stoop, or kneel. Costco thought the Optical Manager would need to be able to lift ten pounds or more, but Hirlston’s doctor said she should not lift more than five pounds. Costco thought the Optical 4 No. 22-2067

Manager would need to stand two and a half to five hours per day. Hirlston’s doctor said she could stand no more than fif- teen minutes at a time. And Costco thought the Optical Manager would need to walk two and a half to five hours per day. Hirlston’s doctor said she could walk no more than ten minutes at a time.

B. Discussions About Reasonable Accommodations Hirlston proposed several accommodations that she said would enable her to perform the job’s essential functions, including a seated workstation so she could sit, polarized computer screens so no one else could directly see customer information , and a “grabber” so she could reach items on or close to the floor. Costco found that, even with Hirlston’s proposed accommodations, the Optical Manager job requirements would still have conflicted with her doctor’s restrictions, so that her proposed accommodations would not have been reasonable .

Since Costco thought no accommodations could keep Hirlston in her Optical Manager job, it placed her on a leave of absence while she tried to find another job with Costco. Some months later, after updating her medical restrictions, Hirlston found a job at a different Costco location, but with less responsibility and lower pay. Hirlston later filed a charge with the EEOC, received a right-to-sue letter, and sued Costco for discrimination and retaliation in violation of the ADA.

C. The Trial At the three-day trial, the central dispute was whether any reasonable accommodation could have allowed Hirlston to perform the essential functions of an Optical Manager without violating her doctor’s restrictions. Hirlston argued that if

No. 22-2067 5

Costco had not rushed to put her on leave, it would have identi fied one, such as a powered sit-to-stand wheelchair. Costco disagreed. It argued that Hirlston’s doctor’s restrictions made her unqualified for even her current job without “workarounds ,” like asking other employees to do some of her work, that Costco thought were improper. Costco argued that it had provided Hirlston reasonable accommodations in the form of a leave of absence and reassignment to her new job. See 42 U.S.C. § 12111(9)(B) (reasonable accommodation may include “reassignment to a vacant position”).

The jury found for Costco, answering on a special verdict form that Hirlston had not shown she was qualified to do the Optical Manager job in November 2015. The district court denied Hirlston’s post-trial motions and entered judgment for Costco. II. Analysis A. The Verdict Form The jury verdict form included the same first question for Hirlston’s ADA claims for discrimination and failure to accommodate : “Was Ms. Hirlston qualified to perform her job as an Optical Department Manager in November 2015?” Hirlston argues on appeal that the question should have read differently .

1. Whether Plaintiff Preserved Her Objection The parties debate whether Hirlston preserved her objection to the verdict form. Federal Rule of Civil Procedure 51(b) requires the district court to inform the parties— before the court instructs the jury and before closing arguments—how it intends to instruct the jury. It must also give counsel an opportunity to register any objections. For purposes of Rule 51, 6 No. 22-2067

a verdict form is part of the jury instructions. See Schmitz v. Canadian Pacific Ry. Co., 454 F.3d 678, 683–84 (7th Cir. 2006) (applying Rule 51 to verdict form); Ayuyu v. Tagabuel, 284 F.3d 1023, 1026 (9th Cir. 2002) (same).

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Karen Hirlston v. Costco Wholesale Corporation, 81 F.4th 744 (7th Cir. 2023).

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