Timothy Fitzgerald v. Hy-Vee, Inc. D/B/A Hy-Vee and Ryan Roberts, Individually

Court of Appeals of Iowa·Decided March 8, 2017·No. 16-0462·Published

Opinion

IN THE COURT OF APPEALS OF IOWA

No. 16-0462

Filed March 8, 2017

TIMOTHY FITZGERALD, Plaintiff-Appellant,

vs.

HY-VEE, INC. d/b/a HY-VEE and RYAN ROBERTS, Individually, Defendants-Appellees.

Appeal from the Iowa District Court for Polk County, Jeffrey Farrell, Judge.

Timothy Fitzgerald appeals from a district court’s ruling granting summary judgment in favor of Hy-Vee, Inc. and Ryan Roberts. AFFIRMED.

Megan C. Flynn and Michael J. Carroll of Coppola, McConville, Coppola, Carroll, Hockenberg & Scalise, P.C., West Des Moines, for appellant.

Kermit B. Anderson of Finley Law Firm, P.C., Des Moines, for appellees.

Heard by Mullins, P.J., and Bower and McDonald, JJ.

MULLINS, Presiding Judge.

Timothy Fitzgerald appeals from a district court’s ruling granting summary judgment in favor of Hy-Vee, Inc. and Ryan Roberts. He asserts the district court erred (1) by failing to view the facts in the light most favorable to him, the nonmoving party; (2) in its analysis of his prima facie case of discrimination and in holding he had failed to create a fact issue as to pretext; and (3) by holding his failure-to-accommodate claims were time-barred. We affirm.

I. Background Facts and Proceedings Fitzgerald began working for Hy-Vee as a night stocker in December 1989. He held many positions with Hy-Vee over the years, but, in 2003, Fitzgerald became a manager in the international food service department, a position he held until his discharge in 2012.

In July 2011, Fitzgerald suffered a knee injury and underwent surgery to repair a torn meniscus and scarred cartilage. From July 21, 2011, through September 25, 2011, Fitzgerald was on leave, pursuant to the Family and Medical Leave Act (FMLA), for his knee surgery and recovery. Fitzgerald returned to work in late September with a restriction that he was to sit as needed for pain and swelling. Fitzgerald claims he gave the doctor’s note to the store’s manager of operations, Katie Good. Good testified in her deposition that she was not aware of Fitzgerald’s restrictions.

Roberts was the store director at the Hy-Vee location where Fitzgerald worked. The store director is the highest management employee at each store and oversees all store operations, including decisions regarding employment.

Soon after Fitzgerald returned, Roberts called Fitzgerald to his office to discuss a disparaging remark about a coworker that Fitzgerald had allegedly made. According to Fitzgerald, Roberts told Fitzgerald his department could “operate without him.” In a subsequent meeting, Roberts allegedly told Fitzgerald he had treated his FMLA leave like a “vacation,” and if Roberts had been the one on leave, he still would have come into the store “two or three times per week” while recuperating. Roberts denied or did not remember making these remarks to Fitzgerald. However, Roberts testified he remembered telling Fitzgerald several employees had made complaints about Fitzgerald upon his return when there had been no complaints while he was on leave.

Fitzgerald also claims that, in early October, Roberts passed Fitzgerald on the sales floor, saw him limping, and asked him how he was doing. Fitzgerald informed Roberts he was in a lot of pain, and Roberts allegedly suggested to Fitzgerald that he should get stronger pain medications and a second opinion regarding the swelling of his knee. In mid-October, Roberts asked Fitzgerald to cut staff hours from his department and, as a result, Fitzgerald was required to perform more physical work and stand for long periods of time without resting. Fitzgerald told Roberts he was already in pain and the new requirements were too physically demanding for him. Roberts allegedly responded, “That’s between you and your doctor.” At his deposition, Roberts did not recall the first incident but agreed he had asked Fitzgerald to cut staff hours and reduce labor costs. Roberts did not remember Fitzgerald making complaints about his injury.

Thereafter, Fitzgerald went to see his psychotherapist, who instructed Fitzgerald to take two weeks off of work and consider filing a harassment

complaint against Roberts. On this advice, Fitzgerald spoke with Randi Powell in Hy-Vee’s human resources department and filed an internal complaint against Roberts. According to Fitzgerald, Powell informed him there had been previous complaints made against Roberts. Consequently, Hy-Vee conducted an investigation of Roberts and placed Fitzgerald on leave for two weeks. Roberts was aware Fitzgerald had filed a complaint against him and testified he was not upset with Fitzgerald but, rather, disappointed Fitzgerald had not communicated his complaints to Roberts directly.

Before his leave ended in November 2011, Fitzgerald returned to Hy-Vee to assist with preparation for a holiday celebration. Hy-Vee’s vice president of operations, Laura Fulton, spotted Fitzgerald helping with the preparations and told him that, if he had not been released to work by his doctor, he should not be working in the store, even if he was volunteering. Fulton allegedly told Fitzgerald the investigation of Roberts had revealed Roberts had issues he needed to work on and Fulton intended to work with him on his issues. Fulton also told Fitzgerald he needed to take things “less personal” and maybe he was “overly sensitive.” Fulton requested Fitzgerald bring in his work restrictions before he returned to work.1 Fitzgerald obtained a new doctor’s note, which permanently restricted him to sitting at least half of every hour. Fitzgerald claims he placed the note on Roberts’s desk, which was customary for employees to do when Roberts was not in his office. Roberts denied receiving the note or being aware

1 The sequence of events in this paragraph is somewhat confusing in the record, but we have chosen to recite them as set forth by Fitzgerald in his affidavit submitted in the summary judgment proceedings.

of Fitzgerald’s restrictions. Roberts also stated Fitzgerald never requested an accommodation.

Fitzgerald contends Roberts ignored his work restrictions, which caused ongoing pain and swelling in his knee. Fitzgerald claims he did not make any further complaints because he believed they would result in no action or an adverse action for himself. To deal with the pain and swelling in his knee, Fitzgerald began abusing prescription pain medications and became addicted as a result. When the pain medications became less effective, Fitzgerald started abusing alcohol. Fitzgerald claims he complained about the pain and swelling in his knee to his coworkers frequently and Roberts knew of his addictions because Fitzgerald was required to disclose the medications he was taking to Roberts and when his dosages increased. He further asserts his coworkers and managers knew he was struggling with addiction because he was the subject of running jokes among his coworkers for his odd behavior, including his “overly enthusiastic use of the intercom system to make store announcements.” Additionally, in Fitzgerald’s January 2012 performance review, Roberts wrote: “Tim, [w]hen you are on, there is no one that can match your abilities. Be more consistent with this. You have days where its clear you are struggling. Let me know what I can do to help you with this so we can move forward.” However, Fitzgerald did not tell Hy-Vee or Roberts that he was addicted to pain medications or alcohol and did not ask for help related to his addictions until August 31, 2012.

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Timothy Fitzgerald v. Hy-Vee, Inc. D/B/A Hy-Vee and Ryan Roberts, Individually, (iowactapp 2017).

Timothy Fitzgerald v. Hy-Vee, Inc. D/B/A Hy-Vee and Ryan Roberts, Individually (Timothy Fitzgerald v. Hy-Vee, Inc. D/B/A Hy-Vee and Ryan Roberts, Individually) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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