Schobert v. CSX Transportation Inc

CourtDistrict Court, S.D. Ohio
DecidedNovember 18, 2024
Docket1:19-cv-00076
StatusUnknown

This text of Schobert v. CSX Transportation Inc (Schobert v. CSX Transportation Inc) is published on Counsel Stack Legal Research, covering District Court, S.D. Ohio primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Schobert v. CSX Transportation Inc, (S.D. Ohio 2024).

Opinion

IN THE UNITED STATES DISTRICT COURT FOR THE SOUTHERN DISTRICT OF OHIO WESTERN DIVISION

ANTHONY SCHOBERT AND JOHN : YORK, individually and on behalf of : those similarly situated, et al., : Case No. 1:19-cv-76 : Plaintiffs, : Judge Jeffery P. Hopkins : vs. : : CSX TRANSPORTATION, INC., : Defendant.

OPINION & ORDER

This case involves workplace attendance policies and (un)paid leave. Pending before the Court is Defendant CSX Transportation (“CSXT”) Inc’s combined Motion for Judgment on the Pleadings, Motion for Summary Judgment, and/or Motion to Stay (the “Motion”) (Doc. 15)—which has been resolved in part—along with Plaintiffs Anthony Schobert and John York’s Response in Opposition (Doc. 60) and CSXT’s Reply (Doc. 65). Before this case was transferred to the undersigned,1 District Judge Douglas R. Cole issued an Opinion and Order (Doc. 46) on November 30, 2020 that GRANTED CSXT Judgment on the Pleadings as to Part I.A of its Motion (Doc. 15, PageID 126–291); GRANTED IN PART AND DENIED IN PART CSXT’s Motion for Judgment on the Pleadings as to Part I.B of its Motion (id. at PageID130–34); DENIED CSXT Judgment on the Pleadings as to Part I.C of its Motion (id. at PageID 135); GRANTED Plaintiffs’ Motion for Discovery (Doc. 21); DEFERRED ruling on CSXT’s Motion for Summary Judgment as

1 This case was transferred to the undersigned on December 21, 2022. Doc. 66. to Parts II.A through II.C (Doc. 15, PageID 136–41); DENIED CSXT Summary Judgment as to Part II.D of its Motion (id. at PageID 142–44); and DENIED CSXT’s request for stay, which it advanced in Part III of its Summary Judgment Motion (id. at PageID 145–48).2 Now that Plaintiffs have had the benefit of discovery, and have therefore had an

opportunity to properly respond, see Doc. 60, CSXT’s Motion for Summary Judgment is ripe for review. For the reasons below, CSXT’s Motion for Summary Judgment is DENIED. I. BACKGROUND This case arises out of CSXT’s investigations into its employees’ use of Family Medical Leave Act (“FMLA”) leave during the 2017–18 holiday season. In their Complaint, Schobert and York make several allegations on behalf of themselves and fourteen putative classes consisting of current and former CSXT train and engineer employees, all related to those events. See generally Doc. 1.

A. Schobert and York, Two Locomotive Engineers, Take FMLA Leave Around the 2017–18 Winter Holidays. CSXT is a rail carrier operating nationwide and employing more than 32,000 people. Doc. 1, ¶ 7. Schobert is, and York was, one of those employees. Id. ¶¶ 52, 94. Schobert first joined CSXT in 2003 and has been a locomotive engineer since 2012. Id. ¶ 52. York began working with CSXT in 2001 and was a locomotive engineer from 2011 until his termination in 2018. Id. ¶ 94. Locomotive engineers are part of a larger group of employees, Train & Engineer Employees (“T&E Employees”), which includes engineers, conductors, and

2 After filing the Motion, CSXT filed a Motion to Transfer Venue (Doc. 38) (the “Transfer Motion”). Plaintiffs filed opposition to the Transfer Motion. See Doc. 41. Although the Transfer Motion was fully briefed by the time the Court issued the Opinion and Order on November 30, 2020, the Court had yet to decide whether transfer was warranted. Doc. 46, PageID 760. This Court acknowledges that the Transfer Motion remains pending and intends to give the Transfer Motion due consideration by separate order. switchmen, all of whom work pursuant to a collective bargaining agreement. Id. ¶ 38. Rather than working a typical nine-to-five schedule, T&E Employees are “called up within two hours’ notice for multiple-day shifts that include overnight stays[.]” Id. ¶ 31. They “do not work a regular workday or Monday through Friday,” but are “on call” most hours of most

days. Id. ¶¶ 12, 31. For Schobert and York, the on-call nature of their job is complicated by their disability status, which they assert entitles them to intermittent FMLA leave. Doc. 1, ¶¶ 55–56, 97–98. Roughly 11 years ago, Schobert suffered an injury that resulted in a “continuing disability of the spine,” allegedly causing him “intermittent neck and back pain.” Id. ¶¶ 55–56. He also alleges that, during painful flare-ups, he cannot work. Id. ¶ 56. York, on the other hand, suffered a knee injury about 10 years ago, which flares up from time to time and allegedly impairs his “ability to walk.” Id. ¶¶ 97–98. As part of addressing their respective conditions and flare-ups, Schobert and York sought, and they assert CSXT approved, pre-certified

intermittent FMLA leave, which permits them time off to seek treatment. See id. ¶¶ 57–59, 99–101. In late December 2017, Schobert experienced a flare-up that allegedly rendered him unable to work, but because it was Christmastime, he could not get an appointment with his doctor until December 26, 2017. Doc. 1, ¶¶ 73–74. Accordingly, he took four days of FMLA leave. Id. Separately, York’s knee began to cause him problems around New Year’s Eve, so he took two days of FMLA leave starting on December 30, 2017. See id. ¶¶ 112–13. While neither Plaintiff specifically alleges that he returned to work after his FMLA leave concluded, the Complaint indicates that they both did. During the first few weeks of 2018, CSXT began investigating whether its employees who took FMLA leave during the winter holidays had done so improperly, i.e., merely to avoid being called into work on those holidays. Doc. 1, ¶ 37. CSXT undertook this broad- sweeping inquiry because, according to a CSXT notice that Plaintiffs cite in their Complaint,

the company had noticed “disruptions to its operations on holidays and weekends due to crew unavailability.” Id. ¶ 24 (purporting to quote a CSXT employee notice). As part of that investigation, in early-to-mid January 2018, CSXT placed both Schobert and York on administrative leave without pay pending a disciplinary hearing on whether they inappropriately used FMLA leave. See id. ¶¶ 76–79, 115–17. Eventually, Schobert and York each had a hearing pursuant to the T&E Employees’ collective bargaining agreement with CSXT. Schobert alleges that, at his hearing, CSXT accused him of misusing FMLA leave and lying to his employer. Id. ¶ 80. He also claims that CSXT supported its accusation with only minimal evidence, consisting solely of the

coincidental timing between his leave and the 2017 Christmas holiday. Id. ¶¶ 81–82. Luckily for Schobert, he was “exonerated” because he “happened to bring documentation of his treatment,” i.e., the December 26, 2017, medical appointment, to his disciplinary hearing. Id. ¶ 85. Without expressly pleading as much, the Complaint suggests that CSXT reinstated Schobert to his pre-leave position, as Schobert does not make any allegation to the contrary or assert that he was subject to additional discipline. York was not so fortunate. Unlike Schobert, York did not provide any corroborating documents to substantiate his need for FMLA leave. So, at York’s hearing, CSXT again cited the coincidental timing between FMLA leave and the holiday season to assert that he had

wrongfully taken FMLA leave. Id. ¶¶ 118–23. CSXT’s belief that York had misused leave led CSXT to also find that York committed an act of dishonesty, a terminable offense under the T&E Employees’ collective bargaining agreement. Id. CSXT thus fired York on February 24, 2018. Id. Schobert’s disciplinary hearing and York’s termination led them to jointly sue CSXT

(on behalf of fourteen putative classes of employees). The Complaint generally alleges that CSXT violated: (1) the FMLA (Count I); (2) the Employee Retirement Income Security Act (“ERISA”) (Count II); and (3) the Rehabilitation Act (Count III), each in various ways. Doc. 1, PageID 22–24.

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