Reese v. Virginia International Terminals, Inc.

894 F. Supp. 2d 665, 2012 WL 3202875, 2012 U.S. Dist. LEXIS 109372
CourtDistrict Court, E.D. Virginia
DecidedAugust 2, 2012
DocketCase No. 2:11cv216
StatusPublished
Cited by5 cases

This text of 894 F. Supp. 2d 665 (Reese v. Virginia International Terminals, Inc.) is published on Counsel Stack Legal Research, covering District Court, E.D. Virginia primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Reese v. Virginia International Terminals, Inc., 894 F. Supp. 2d 665, 2012 WL 3202875, 2012 U.S. Dist. LEXIS 109372 (E.D. Va. 2012).

Opinion

OPINION AND ORDER

F. BRADFORD STILLMAN, United States Magistrate Judge.

Before the Court is the plaintiffs motion to disqualify Lance A. Jackson, Esq., and the law firm of Montagna Klein Camden, L.L.P. (“Montagna Klein”), as counsel for defendant International Longshoremen’s Association, Local 1248 (“ILA Local 1248”) in this matter. ECF No. 29. The plaintiff filed his motion, together with a supporting memorandum, affidavit, and exhibits, on February 25, 2012. Id. ILA Local 1248 filed a memorandum in opposition, together with supporting affidavits and exhibits, on March 8, 2012. ECF No. 30. The plaintiff filed a reply memorandum and an additional supporting affidavit and exhibit on March 15, 2012. The motion was referred to the undersigned for disposition pursuant to 28 U.S.C. § 636(b)(1)(A) and the Standing Order on Assignment of Certain Matters to United States Magistrate Judges (Apr. 1, 2002).1

The Court held a hearing on the motion on April 25, 2012. Wayne Marcus Scriven, Esq., appeared on behalf of the plaintiff. Lance A. Jackson, Esq., appeared on behalf of defendant ILA Local 1248. Dean T. Buckius, Esq., appeared on behalf of defendant Virginia International Terminals, Inc. (“VIT”). The official court reporter was Jody Stewart.

Following the April 25 hearing, the Court entered an Order directing the parties to submit supplemental affidavits and documents pertinent to the disposition of this motion. ECF No. 32. On May 8, 2012, ILA Local 1248 filed its supplemental affidavits and exhibits as directed. ECF No. 34. On May 9, 2012, the plaintiff filed his supplemental affidavit as directed. ECF No. 35.

I. BACKGROUND

In this action, Reese asserts a so-called “hybrid” Section 301 claim against VIT [667]*667and ILA Local 1248. Specifically, he alleges that his former employer, VIT, breached the collective bargaining agreement governing his employment, in violation of Section 301 of the Labor Management Relations Act, 29 U.S.C. § 185, and that his union, ILA Local 1248, breached its duty of fair representation, implied under the scheme of the National Labor Relations Act, in connection with his grievance against VIT. See generally DelCostello v. Int’l Bhd. of Teamsters, 462 U.S. 151, 164-65 & n. 14, 103 S.Ct. 2281, 76 L.Ed.2d 476 (1983). As alleged in the amended complaint, these claims arise from VIT’s refusal to reinstate Reese’s employment in June 2011, after work restrictions that previously prevented him from performing his job duties were lifted by his physician on May 26, 2011.

The plaintiff now seeks disqualification of Jackson and Montagna Klein on the ground their representation of ILA Local 1248 in this matter without Reese’s consent constitutes a conflict of interest under Rules 1.6, 1.7, 1.9(a), 1.10, and 1.18 of the Virginia Rules of Professional Conduct.

Montagna Klein has represented ILA Local 1248 on various matters over a period of decades. The firm does not have a retainer agreement with ILA Local 1248, but rather performs work for the union pursuant to a nonexclusive billing arrangement. In addition to representing the union itself directly in various matters, Montagna Klein appears to have routinely represented union members in workers compensation proceedings as well.

On July 8, 2005, Reese sustained an injury to his back and neck in the course of his employment with VIT. On April 11, 2006, Reese retained Montagna Klein to represent him in workers compensation proceedings with respect to that injury. The retainer agreement expressly limited the scope of representation to a workers compensation claim arising from injuries sustained on July 8, 2005.

On May 22, 2006, Reese sustained another injury in the course of his employment with VIT, this time to his shoulders and legs. On June 6, 2006, Reese retained Montagna Klein to represent him in workers compensation proceedings with respect to that injury as well. This second retainer agreement expressly limited the scope of representation to a workers compensation claim arising from injuries sustained on May 22, 2006. Reese claims to have met with attorney Charles Montagna at the time, and that Montagna handled his case personally until passing it off to his colleague, Charlene Morring, at some point in 2009. Montagna denies any personal contact with Reese since at least 2004,2 and Morring has stated in an affidavit that she personally represented Reese on both workers compensation claims beginning in April 2006.

In April 2008, Reese returned to work on a trial basis, subject to significant work restrictions imposed by his physician. These work restrictions prevented Reese from performing his prior work as a straddle carrier operator and hustler driver. VIT placed Reese in a “sheltered employment” position, where his duties included riding in a pickup truck on rough roads.

On March 19, 2009, Reese’s physician issued more stringent work restrictions in response to Reese’s report of increased pain when driving over potholes and railroad tracks. The new work restrictions limited him to clerical duties only, with no riding in vehicles on rough terrain. VIT [668]*668assigned Reese to the “hot house,” described as a lounge with a snack machine, a television, and a -restroom, where no work was done. Reese remained assigned there until, VIT terminated his employment on June 24, 2009.

In August 2009, Reese claims to have met with Montagna for an unscheduled, one-hour consultation, in which Reese requested that Montagna represent him in taking action against VIT and ILA Local 1248 over his termination and the union’s representation in related grievance proceedings, but that Montagna declined to represent Reese in this dispute. Montagna denies that the meeting took place, and he denies any personal contact with Reese since before 2004.

On August 28, 2009, Reese filed a complaint with the U.S. Equal Employment Opportunity Commission (“EEOC”), alleging discrimination on the basis of disability. Sometime in late 2009, Reese retained Wayne Marcus Scriven, his counsel of record in this case, to represent him. At the April 25, 2012, hearing, Scriven noted that Reese had retained him pursuant to a referral from Morring.

On January 6, 2010, Reese submitted a written grievance to ILA Local 1248, alleging discrimination and harassment on the basis of race, gender, and disability, in violation of the collective bargaining agreement. On January 7, 2010, the union filed Reese’s grievance with the Contract Board, a body established by the collective bargaining agreement to interpret the collective bargaining agreement and resolve disputes between management and labor. The Contract Board is comprised of an equal number of management and union representatives. That same day, Reese was deemed ineligible for further employment with VIT.

On January 21, 2010, Reese filed an amended complaint with the EEOC, alleging discrimination on the basis of race, gender, and disability, and alleging retaliation for the filing of his initial EEOC complaint in August 2009.

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894 F. Supp. 2d 665, 2012 WL 3202875, 2012 U.S. Dist. LEXIS 109372, Counsel Stack Legal Research, https://law.counselstack.com/opinion/reese-v-virginia-international-terminals-inc-vaed-2012.