Marilyn Ingerson v. Healthsouth Corporation

139 F.3d 912, 1998 U.S. App. LEXIS 11291, 1998 WL 88154
CourtCourt of Appeals for the Tenth Circuit
DecidedFebruary 26, 1998
Docket96-6395
StatusPublished
Cited by6 cases

This text of 139 F.3d 912 (Marilyn Ingerson v. Healthsouth Corporation) is published on Counsel Stack Legal Research, covering Court of Appeals for the Tenth Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Marilyn Ingerson v. Healthsouth Corporation, 139 F.3d 912, 1998 U.S. App. LEXIS 11291, 1998 WL 88154 (10th Cir. 1998).

Opinion

139 F.3d 912

12 NDLR P 22, 98 CJ C.A.R. 1147

NOTICE: Although citation of unpublished opinions remains unfavored, unpublished opinions may now be cited if the opinion has persuasive value on a material issue, and a copy is attached to the citing document or, if cited in oral argument, copies are furnished to the Court and all parties. See General Order of November 29, 1993, suspending 10th Cir. Rule 36.3 until December 31, 1995, or further order.

Marilyn INGERSON, Plaintiff-Appellant,
v.
HEALTHSOUTH CORPORATION, Defendant-Appellee.

No. 96-6395.

United States Court of Appeals, Tenth Circuit.

Feb. 26, 1998.

Before BRORBY, Circuit Judge, McWILLIAMS, Senior Circuit Judge, and BLACK, District Judge.1

ORDER AND JUDGMENT*

This case involves Plaintiff/Appellant Ingerson's appeal that the district court erred in granting summary judgment on her claims under the Americans with Disabilities Act ("ADA"), 42 U.S.C. §§ 12101 et. seq., and a related state law claim for wrongful termination of employment in violation of public policy. See Burk v. K-Mart Corp., 770 P.2d 24, 28-29 (Okla.1989). Specifically, Ingerson, a registered nurse, raises three questions, (1) whether she presented a factual question that "lifting" is not an essential function of her job, thus rendering her "otherwise qualified" under the ADA; (2) whether her employer, Healthsouth, could provide a reasonable accommodation, including assistance with lifting by available staff, without undue hardship; and (3) whether the district court erred in dismissing her state law claim under the Burk public policy exception to Oklahoma's employment at-will doctrine.

Healthsouth counters that the district court correctly followed Tenth Circuit precedent, including White v. York Int'l Corp., 45 F.3d 357 (10th Cir.1995), and Milton v. Scrivner, Inc., 53 F.3d 1118 (10th Cir.1995), in finding lifting was an essential function of Ingerson's job. Healthsouth claims the district court correctly held no reasonable accommodation exists and under the ADA, it is not required to create a new position for those with a handicap affecting an "essential function" of their job, factors that also justified dismissal of the state law claim. We affirm the district court's finding that lifting is an "essential function" of Ingerson's job. We reverse and remand with instructions to dismiss the state law claim without prejudice because the issue remains undecided under Oklahoma law.

I. Facts and Procedural History

On August 1, 1992, Ingerson began working for Healthsouth as a registered nurse. Ingerson suffered a stress fracture to her pelvis while transferring a patient from a wheelchair to a commode at work in June, 1993. As a result of the injury, she took sick leave, then returned to work in September under the following restrictions: no lifting more than 10 pounds, no squatting or crawling, and no prolonged standing or walking. Her supervisor assigned her light duty jobs that complied with the medical restrictions. In January 1994, Ingerson took a second medical leave of absence. On January 12, 1994, Healthsouth, through its nursing director, notified Ingerson that she must return to work by April 4, 1994 or she would be terminated. Before doing so, she received another medical examination on March 25, 1994. The examining physician, Dr. J. Pat Livingston, concluded that Ingerson had reached maximum medical benefit, authorized a 10% permanent partial disability rating to her whole body, and recommended a permanent medical restriction of not lifting repetitively or more than 20 pounds Livingston also released her from his care.

Ingerson returned to work, but still experienced pain from her injury and apparently aggravated it while working. On May 12, 1994, she saw another physician, Dr. J. Patrick Evans. He concluded her injury was not permanent and expressed hope that her injury would improve as long as Ingerson complied with the lifting restrictions. Despite Dr. Evan's diagnosis, Dr. Livingston assigned Ingerson a permanent and partial disability rating for workers' compensation benefits in June 1994. However, based on the diagnosis by Dr. Evans, Ingerson remained hopeful that her injury was not permanent and informed Healthsouth of her desire to remain on light duty.

As a result, Ingerson continued to work with the 20-pound lifting restriction because Healthsouth's policy allowed for light duty assignment as long as a medical condition might improve. If lifting was required, a rehab technician and/or another employee would assist her--a practice available because Healthsouth routinely assigned all registered nurses one rehab technician. Under this "team" arrangement, a rehab technician or other staff were usually available to provide assistance with heavy lifting. While on light duty, however, Ingerson was "not counted" in Healthsouth's records as a nurse available for full patient care, and apparently just supplemented the existing staff.

While Ingerson acknowledged the lifting restriction affected her ability to perform some tasks, she remained capable of performing a wide range of required jobs and received satisfactory evaluations while on light duty. During this period, she spent much of her time writing patient assessments, passing out medication, counting narcotics, making rounds with physicians, reviewing care plans and filling in for the assistant nurse manager. Healthsouth also continued to monitor the status of her injury under its policy of allowing light duty from the date of injury until it became apparent the employee would not be able to return to a permanent job.

In December 1994, Linda Warner became Healthsouth's Human Resource Manager and began to inquire about Ingerson's light duty status. In 1995, Healthsouth requested an update on Ingerson's injury. On April 6, 1995, Ingerson saw Dr. Evans, who provided Healthsouth with a medical report indicating Ingerson could continue to work with mild restrictions. Dr. Evans also indicated Ingerson's disability was limited to a two percent impairment to the body as a whole. Healthsouth's physician, Dr. Livingston, continued to recommend the 20-pound weight lifting restriction and that Ingerson's injury was permanent. Both doctors expressed concern that the injury might reoccur if Ingerson engaged in heavy lifting. Finding both doctors now agreed that Ingerson's injury still impaired her ability to work, Healthsouth concluded the lifting restriction was permanent. Finding no position existed within the hospital for an employee with Ingerson's qualifications and lifting restriction, Healthsouth then proceeded to terminate her employment. On May 26, 1995, Warner met with Ingerson and terminated her employment.

As a result, Ingerson brought claims under the Age Discrimination and Employment Act (ADEA), 29 U.S.C. §§ 621-634, the ADA, and Oklahoma's public policy exception to at-will employment recognized by Burk. After Ingerson dropped the ADEA claim, Healthsouth moved for summary judgment on her claims under the ADA.

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Bluebook (online)
139 F.3d 912, 1998 U.S. App. LEXIS 11291, 1998 WL 88154, Counsel Stack Legal Research, https://law.counselstack.com/opinion/marilyn-ingerson-v-healthsouth-corporation-ca10-1998.