Smith v. Quikrete Companies, Inc.

204 F. Supp. 2d 1003, 13 Am. Disabilities Cas. (BNA) 1233, 2002 U.S. Dist. LEXIS 9043, 2002 WL 1032851
CourtDistrict Court, W.D. Kentucky
DecidedMay 21, 2002
DocketCIVIL ACTION NO. 3:00CV-108-H
StatusPublished

This text of 204 F. Supp. 2d 1003 (Smith v. Quikrete Companies, Inc.) is published on Counsel Stack Legal Research, covering District Court, W.D. Kentucky primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Smith v. Quikrete Companies, Inc., 204 F. Supp. 2d 1003, 13 Am. Disabilities Cas. (BNA) 1233, 2002 U.S. Dist. LEXIS 9043, 2002 WL 1032851 (W.D. Ky. 2002).

Opinion

MEMORANDUM OPINION

HEYBURN, Chief Judge.

Defendant, The Quikrete Companies, Inc. (“Quikrete”), has moved for summary judgment on Plaintiffs claim under the Americans with Disabilities Act (“ADA”), 42 U.S.C. §§ 12101 et seq. This case raises many of the issues which make the ADA so difficult to decipher for lawyers, judges and employers. The Court faces several delicate procedural issues as well as considerations which go to the heart of the ADA’s purposes and scope. After resolving several of those issues, the Court finds numerous disputed material issues to require jury consideration.

I.

Quikrete, a business engaged in the manufacture and distribution of concrete mixes, purchased Smith’s employer, B.J. Distributors, in 1994. B.J. Distributors had employed Smith for about two years as a driver, whose job was to haul and deliver bags of cement to customers. Soon after Quikrete bought out B.J. Distributors, it promoted Smith to a supervisory position, in which he scheduled trucks and hired and trained drivers. By all ac *1005 counts, Smith was an able and well-regarded employee.

On June 30, 1998, Smith experienced severe chest pains, and soon was admitted to a hospital. A cardiologist, Dr. Wayne Shugoll, diagnosed severe, inoperable arterial blockage around Smith’s heart. Shu-goll prescribed medication, instructed Smith not to lift objects heavier than twenty-five pounds, and advised him to stop smoking, lose weight, and avoid physically strenuous activity. Smith returned to work later that summer. In March 1999, he again checked into a hospital with chest pains, but was discharged after four days and returned to work.

Upon Smith’s return, his supervisor, Lee Andrews, informed him that Quikrete needed him to give up his supervisory position and revert to driving a delivery truck. Smith did so, with no drop in pay or benefits. Almost immediately after starting, Smith was written up twice in four days for presenting a poor attitude, once upon a customer’s complaint, then upon the complaint of a co-worker. These were the first times Quikrete had ever admonished him.

On April 7, 1999, Andrews issued a memo to all drivers which stated that all truckloads must be tarped down. This announcement was consistent with company policy as stated in the employee handbook, but the policy previously had been enforced only in inclement weather. Generally, Quikrete had stretch- or shrink-wrapped loads instead. The tarps weighed between 75-100 pounds, a weight well in excess of Smith’s lifting restrictions. Smith approached Andrews and told him that he could not lift the tarps, but that he could roll and affix them if the forklift used to load the cement bags were used to hoist the tarps onto his truck. Andrews refused this accommodation, and responded that the policy left Smith “without a job.” Andrews proposed that Smith instead split his work time between supervisory office duties and driving a tanker truck. Smith stated that he would be unable to operate the truck because fueling it required physical exertion beyond his limited capability. Quikrete terminated Smith on April 12.

Since termination by Quikrete, Smith and his wife have made a living running their own business, B & E Trucking Company, Inc., which transports lumber. As president of the company, Smith functions primarily in a supervisory capacity, but occasionally as a driver. A forklift is used for all loading of the trucks.

While applying these allegations and other evidence to the pending motions, the Court views the facts in the light most favorable to the nonmovant. See Matsushita Elec. Indus. Co. v. Zenith Radio Corp., 475 U.S. 574, 587, 106 S.Ct. 1348, 89 L.Ed.2d 538 (1986).

II.

The ADA prohibits covered entities from discriminating against any “qualified individual with a disability” in terms of employment. 42 U.S.C. § 12112(a). A “qualified individual with a disability” is “an individual with a disability who, with or without reasonable accommodation, can perform the essential functions of the employment position that such individual holds or desires.” 42 U.S.C. § 12111(8). The ADA defines “disability” as follows:

(A) a physical or mental impairment that substantially limits one or more of the major life activities of such individual;
(B) a record of such an impairment; or
(C) being regarded as having such an impairment.

42 U.S.C. § 12102(2). To state a discrimination claim under the ADA, a plaintiff must establish that: “1) he is an individual with a disability; 2) he is ‘otherwise quali- *1006 fíed’ to perform the job requirements, with or without reasonable accommodation; and 3) he was discharged solely by reason of his handicap.” Monette v. Electronic Data Sys. Corp., 90 F.3d 1173, 1178 (6th Cir.1996) (citation omitted).

In his complaint, Smith alleged that his heart condition substantially limits him in the major life activity of lifting; that, nevertheless, he is qualified to perform the requirements of his job; and that Quikrete fired him solely because of his disability. In his response to Quikrete’s motion for summary judgment, Smith augmented his claim by arguing that his heart condition substantially limits him in the major life activity of working, and, alternatively, that Quikrete terminated him because it mistakenly regarded him as substantially limited in working. Defendants object to Plaintiffs modification of his legal theory in his response to its motion for summary judgment, arguing that the requirements of notice pleading do not permit “trial by ambush.”

Rule 8(a) of the Federal Rules of Civil Procedure requires that a complaint include “a short and plain statement of the claim,” a rule which exists to “give the defendant fair notice of what the plaintiffs claim is and the grounds upon which it rests.” Conley v. Gibson, 355 U.S. 41, 47, 78 S.Ct. 99, 2 L.Ed.2d 80 (1957). Here, while Plaintiff alleged only one substantially affected life activity in his complaint, he stated that he is a qualified individual with a disability within the meaning of 42 U.S.C. § 12102(2). This subsection encompasses claims that a plaintiff has a substantially limiting impairment, has a record of such an impairment, or is regarded as having such an impairment. Thus, Plaintiffs pleading was broad enough to put Defendant on fair notice.

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204 F. Supp. 2d 1003, 13 Am. Disabilities Cas. (BNA) 1233, 2002 U.S. Dist. LEXIS 9043, 2002 WL 1032851, Counsel Stack Legal Research, https://law.counselstack.com/opinion/smith-v-quikrete-companies-inc-kywd-2002.