Schultz ex rel. Morris v. Wells Fargo Bank

970 F. Supp. 2d 1039, 2013 WL 4782157, 2013 U.S. Dist. LEXIS 126729
CourtDistrict Court, D. Oregon
DecidedSeptember 5, 2013
DocketCase No. 3:11-cv-1467-SI
StatusPublished
Cited by15 cases

This text of 970 F. Supp. 2d 1039 (Schultz ex rel. Morris v. Wells Fargo Bank) is published on Counsel Stack Legal Research, covering District Court, D. Oregon primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

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Schultz ex rel. Morris v. Wells Fargo Bank, 970 F. Supp. 2d 1039, 2013 WL 4782157, 2013 U.S. Dist. LEXIS 126729 (D. Or. 2013).

Opinion

OPINION AND ORDER

MICHAEL H. SIMON, District Judge.

Debra A. Schultz (“Schultz”) asserts claims against her former employer, Wells Fargo Bank, National Association (“Wells Fargo”), under the Family and Medical Leave Act of 1993 (“FMLA”) and Oregon’s common law of wrongful discharge. Schultz asserts three separate FMLA claims: an interference claim under 29 U.S.C. § 2615(a)(1), a retaliation claim under 29 U.S.C. § 2615(a)(2), and a retaliation claim under 29 U.S.C. § 2615(b). Wells Fargo moves for summary judgment against all of Schultz’s claims. Dkt. 39. For the reasons discussed below, Wells Fargo’s motion is granted in part and denied in part: the motion is granted with respect to Schultz’s claim under 29 U.S.C. § 2615(b) and denied with respect to all other claims.

STANDARDS

A party is entitled to summary judgment if the “movant shows that there is no genuine dispute as to any material fact and the movant is entitled to judgment as a matter of law.” Fed.R.Civ.P. 56(a). The moving party has the burden of establishing the absence of a genuine dispute of material fact. Celotex Corp. v. Catrett, 477 U.S. 317, 323, 106 S.Ct. 2548, 91 L.Ed.2d 265 (1986). The court must view the evidence in the light most favorable to the nonmovant and draw all reasonable inferences in the non-movant’s favor. Clicks Billiards Inc. v. Sixshooters Inc., 251 F.3d 1252, 1257 (9th Cir.2001). Although “[c]redibility determinations, the weighing of the evidence, and the drawing of legitimate inferences from the facts are jury functions, not those of a judge ... ruling on a motion for summary judgment,” the “mere existence of a scintilla of evidence in support of the plaintiffs position [is] insufficient....” Anderson v. Liberty Lobby, Inc., 477 U.S. 242, 252, 255, 106 S.Ct. 2505, 91 L.Ed.2d 202 (1986). “Where the record taken as a whole could not lead a rational trier of fact to find for the non-moving party, there is no genuine issue for trial.” Matsushita Elec. Indus. Co. v. Zenith Radio Corp., 475 U.S. 574, 587, 106 S.Ct. 1348, 89 L.Ed.2d 538 (1986) (quotations and citation omitted).

BACKGROUND

Schultz was employed by Wells Fargo from June 1978 until November 11, 2009. [1046]*1046Declaration of Debra Schultz (“Schultz Deel.”) ¶ 1. Dkt. 47. Schultz’s position at the time of her termination was Store Manager 4. When Schultz was promoted to Store Manager 4 in 2002, Debi Klinetobe, as District Manager, became Schultz’s direct supervisor. Id. ¶ 12. In approximately 2005, Klinetobe was promoted and became responsible for hiring District Managers. Id. ¶ 14. Klinetobe encouraged Schultz to apply for a District Manager position, but Schultz declined. Id. In 2007, Mark Trupp, as District Manager, became Schultz’s direct supervisor and Klinetobe remained Schultz’s second-level supervisor.

During the first 30 years of her career at Wells Fargo, Schultz consistently received raises, promotions, increases in responsibility, and positive performance reviews. Id. ¶ 2. For the years 1995, 1998, 2000, 2001, 2002, 2004, and 2006 Schultz received a performance evaluation rating of “4,” meaning “consistently above all targets” or its equivalent from earlier forms, indicating that she exceeded all expectations. Schultz Deck Ex. 1. Dkt. 47-1. For the years 1996 and 2003 Schultz received a performance evaluation rating of approximately “3.5,” indicating that she was between exceeding some and exceeding all expectations. In 1997, Schultz received a performance evaluation rating of “3,” indicating that she met expectations. Id. at 120. From 1995 through 2006,1 for her year:end cumulative performance evaluation, in no individual category did Schultz receive a performance rating indicating that she needed improvement or missed a target.

In April 2007 Schultz requested and received approved FMLA medical leave to undergo surgery on her legs. Id. ¶ 18. She returned to work full time on July 9, 2007. Id. Schultz returned from leave to the same position with the same salary and benefits she had before taking the leave. Schultz Depo. 87:23-88:15.2

On March 1, 2008, Schultz took a second approved FMLA medical leave to have additional surgery on her legs, expecting stents to be placed in her legs. Schultz Deck ¶ 19. Instead of receiving stents, Schultz awoke to discover that an above-the-knee amputation had been performed on her left leg. Id. Schultz was released by her doctor to work for four hours a day on June 16, 2008, and to work full time on June 30, 2008. Bennett Deck Ex. 33 (Dkt. 48-33); Schultz Depo. 90:4-16. Schultz returned from leave to the same position with the same salary and benefits she had before taking the leave. Schultz Depo. 97:11-98:12.

On September 25, 2008, a Wells Fargo employee emailed Trupp, discussing concerns expressed by Debbie Lightner, a service manager in Schultz’s branch, regarding Schultz’s health and welfare and ability effectively to perform her duties. Bennett Deck Ex. 27. Dkt. 48-27. Lightner reported that employees had reported observing Schultz napping, falling asleep at her desk, falling at work once, appear[1047]*1047ing to be in pain, hearing that she had fallen at home, and seeming to have difficulties with her prosthesis. Id. At the time of this email Trapp was on paid time off from work, and he forwarded the email to Teresa Kraljev, a Human Resources Consultant at Wells Fargo. Trapp stated he would inform Klinetobe of the issue and have Klinetobe speak with Schultz. Id. Kraljev wanted to speak with Klinetobe before she spoke with Schultz so Kraljev could provide “talking points” to Klinetobe. Id.

On September 26, 2008, Kraljev forwarded the email regarding Schultz to Klinetobe, along with talking points and in: stractions about what to say during the conversation with Schultz. Bennett Decl. Ex. 25. Dkt. 48-25.

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970 F. Supp. 2d 1039, 2013 WL 4782157, 2013 U.S. Dist. LEXIS 126729, Counsel Stack Legal Research, https://law.counselstack.com/opinion/schultz-ex-rel-morris-v-wells-fargo-bank-ord-2013.