Saucier Ex Rel. Mallory v. McDonald's Restaurants of Montana, Inc.

2008 MT 63, 179 P.3d 481, 342 Mont. 29, 2008 Mont. LEXIS 67, 102 Fair Empl. Prac. Cas. (BNA) 1584
CourtMontana Supreme Court
DecidedFebruary 26, 2008
DocketDA 06-0244
StatusPublished
Cited by28 cases

This text of 2008 MT 63 (Saucier Ex Rel. Mallory v. McDonald's Restaurants of Montana, Inc.) is published on Counsel Stack Legal Research, covering Montana Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Saucier Ex Rel. Mallory v. McDonald's Restaurants of Montana, Inc., 2008 MT 63, 179 P.3d 481, 342 Mont. 29, 2008 Mont. LEXIS 67, 102 Fair Empl. Prac. Cas. (BNA) 1584 (Mo. 2008).

Opinions

JUSTICE COTTER

delivered the Opinion of the Court.

¶ 1 Mary Mallory (“Mallory”), acting as limited guardian for her niece Patricia A. Saucier (“Saucier”), filed this suit on Saucier’s behalf in the [31]*31District Court of the Thirteenth Judicial District, Yellowstone County, asserting tort claims and discrimination claims against McDonald’s Corporation and McDonald’s Restaurants of Montana, Inc. (collectively “McDonald’s”) and Alex Keeton. The District Court granted summary judgment in favor of the defendants on all claims except the discrimination claims against Alex Keeton. Mallory appeals.

¶2 We consider the following issues:

¶3 (1) Did the District Court err in concluding that Saucier’s tort claims are barred as a matter of law?

¶4 (2) Did the District Court err in concluding that McDonald’s sufficiently established an affirmative defense to Saucier’s discrimination claims?

¶5 We affirm in part and reverse and remand in part.

FACTUAL AND PROCEDURAL BACKGROUND

¶6 Saucier was born in Billings, Montana on September 9,1977. The record indicates that six months after her birth she became afflicted with spinal meningitis which significantly and permanently impaired her brain function. After her parents divorced in 1983, she lived at times with her mother in Montana, and at times with her father in Mississippi. While the record contains few details about her early childhood, it does indicate that Saucier received special education and speech therapy through the public school system. When Saucier reached the age of eleven, her mother contacted the Montana Department of Family Services, apparently seeking assistance in caring for Saucier. Subsequently, under conditions which are not made clear in the record, Saucier was placed in the Deaconess Psychiatric Center in Billings. She also spent time at the Rivendell Psychiatric Hospital and a foster home. Apart from her temporary placements with these institutions, Saucier lived primarily with her aunt, Mallory.

¶7 In December of 1989, shortly after Saucier had reached the age of twelve, the District Court of the Thirteenth Judicial District, Yellowstone County, found her to be “seriously mentally ill” and ordered her committed to Rivendell Psychiatric Center in Billings pursuant to § 53-21-127, MCA, where Dr. Ralph Yaney, a psychiatrist, conducted an assessment of her. In his written report, Dr. Yaney determined that Saucier suffered from “severe to moderate mental retardation.” He also determined that Saucier “is functioning at the age of 2 or 3 or 4 emotionally” and that she “seems to have no ability to understand right or wrong.” Thus, Dr. Yaney did not conduct any psychological testing, as he deemed Saucier to be functioning “at too [32]*32low of a level to allow any psychological assessment.” Despite these conclusions, he stated that placement at the Rivendell Psychiatric Center was not appropriate for Saucier. Rather, Dr. Yaney concluded, she needed “either a trial in a psychiatric hospital for children and/or ultimately institutional care.” In this regard, he noted that Saucier’s parents refused to take her back into their care, and her aunt no longer felt that she could care for Saucier.

¶8 During the subsequent years, Saucier resided in several residential treatment homes in Montana, Wyoming, and Idaho. When she reached the age of eighteen, Saucier was placed at the Milk River Group Home in Glasgow, Montana. The records from her time at this institution state that she was assessed by staff members as being “at risk of emotional, physical, sexual and financial exploitation.” Additionally, under circumstances which are not made clear in the record, a case manager at the home prepared a “Certification of Disability” regarding Saucier and sent it to the Montana Department of Motor Vehicles. This document stated that, based on medical and psychological reports, Saucier was considered permanently disabled pursuant to § 39-30-103, MCA.

¶9 The record indicates that in 1998, when Saucier reached the age of twenty-one, she returned to Billings. Thereafter, she was able to live on her own in an apartment provided by the Billings Housing Authority, with monitoring and assistance provided by local YWCA officials apparently affiliated with a state sponsored social-services program. She received Social Security disability benefits and supplemented this income by periodically working part-time jobs, such as washing dishes at a restaurant and doing laundry at a hotel. While she was permitted to retain and spend the income she received from working, her disability benefits were directed to YWCA officials who ensured that those funds were used to pay her rent, utilities, and other bills. Additionally, the YWCA provided various activities in which Saucier participated, including the Special Olympics.

¶10 In August of 2001, local officials sent Saucier to Dr. Debra Sheppard, a neuropsychologist, for psychological evaluation apparently in connection with the Social Security disability benefits program. Dr. Sheppard rendered a report stating that Saucier was having difficulty maintaining employment and that she “has a ‘trainer’ who comes in to help her with household chores as she is not able to do these independently.” The case-worker who accompanied Saucier to this evaluation disclosed that “Saucier requires an abundance of repetition to establish comprehension.”

[33]*33¶11 Dr. Sheppard’s report also states that “Saucier’s responses resulted in a Full Scale IQ of 57” which “places her overall intellectual skills in the Extremely Low range of intellectual functioning or below the first percentile when compared to a group of her same aged peers.” In further detail, Dr. Sheppard’s report states:

Ms. Saucier earned a Verbal IQ of 65, which is in the Extremely Low range. She performed within the mildly impaired range on tasks measuring her rote memory for numbers and practical judgment. Moderate impairment was observed on tasks assessing her vocabulary skills, ability to recognize abstract relationships, and general fund of information. Severe impairment was observed on a task requiring mental computational skills.
Ms. Saucier’s Performance IQ of 55 is in the Extremely Low range. She performed within the moderate impaired range on tasks tapping abilities and the separation of essential from unessential detail, visual-motor coordination, the recognition of spatial relationships and abstract reasoning. Severe impairment was observed on a task tapping abilities in temporal sequencing.

As a result of this assessment, Dr. Sheppard concluded that Saucier “will require significant assistance for the foreseeable future.”

¶12 In October of 2001, shortly after Dr. Sheppard rendered her assessment, Saucier, now twenty-four, applied for employment at the McDonald’s restaurant on Central Avenue in Billings. Two friends assisted her in filling out the application, and she was subsequently hired by the restaurant manager, Alex Keeton (“Keeton”), to work as a “lobby person.” Saucier worked approximately fifteen to twenty hours per week in this “auxiliary position,” as McDonald’s identified it, which entailed cleaning the dining area and restrooms, and hauling garbage to the dumpster. While she initially worked a lunch-time shift, Saucier was transferred to a shift later in the afternoon because high school students subjected her to teasing during the lunch hour.

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Bluebook (online)
2008 MT 63, 179 P.3d 481, 342 Mont. 29, 2008 Mont. LEXIS 67, 102 Fair Empl. Prac. Cas. (BNA) 1584, Counsel Stack Legal Research, https://law.counselstack.com/opinion/saucier-ex-rel-mallory-v-mcdonalds-restaurants-of-montana-inc-mont-2008.