Wallace v. County of Stanislaus

245 Cal. App. 4th 109, 199 Cal. Rptr. 3d 462, 81 Cal. Comp. Cases 247, 2016 Cal. App. LEXIS 148, 17 Accom. Disabilities Dec. (CCH) 17
CourtCalifornia Court of Appeal
DecidedFebruary 25, 2016
DocketF068068
StatusPublished
Cited by64 cases

This text of 245 Cal. App. 4th 109 (Wallace v. County of Stanislaus) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Wallace v. County of Stanislaus, 245 Cal. App. 4th 109, 199 Cal. Rptr. 3d 462, 81 Cal. Comp. Cases 247, 2016 Cal. App. LEXIS 148, 17 Accom. Disabilities Dec. (CCH) 17 (Cal. Ct. App. 2016).

Opinions

Opinion

FRANSON, J.

— This disability discrimination case was brought by Sheriff’s Deputy Dennis Wallace against the County of Stanislaus (County) under [115]*115Government Code section 12940.1 Wallace alleged disability discrimination based on County’s removing him from his job as bailiff and placing him on an unpaid leave of absence because of its incorrect assessment that he could not safely perform his duties as a bailiff even with reasonable accommodation.

The primary legal issue presented in this appeal is how to instruct a jury on the employer’s intent to discriminate against a disabled employee and, more specifically, what role “animus” plays in defining that intent. The trial court believed proof of animus or ill will was required and modified the version of California Civil Jury Instruction (CACI) No. 2540 in effect at the time to include a requirement that Wallace prove County regarded or treated him “as having a disability in order to discriminate.”

On appeal, Wallace challenges this instruction and the related question in the special verdict form. We conclude the instruction and special verdict form contained error. The proper standard regarding employer intent or motivation was decided by our Supreme Court in Harris v. City of Santa Monica (2013) 56 Cal.4th 203 [152 Cal.Rptr.3d 392, 294 P.3d 49] (Harris). Under Harris, Wallace could prove the requisite discriminatory intent by showing his actual or perceived disability was a “ ‘substantial motivating factor/reason’ ” for County’s decision to place him on a leave of absence. (Id. at p. 232.)2 California law does not require an employee with an actual or perceived disability to prove that the employer’s adverse employment action was motivated by animosity or ill will against the employee. Instead, California’s statutory scheme protects employees from an employer’s erroneous or mistaken beliefs about the employee’s physical condition. (§ 12926.1, subd. (d).) In short, the Legislature decided that the financial consequences of an employer’s mistaken belief that an employee is unable to safely perform a job’s essential functions should be borne by the employer, not the employee, even if the employer’s mistake was reasonable and made in good faith.

We further conclude that the instructional error was prejudicial and remand Wallace’s disability discrimination claim for a retrial. The retrial shall be limited to determining the amount of damages resulting from County’s decision to place Wallace on an unpaid leave of absence from January 5, 2011, until January 30, 2013, when Wallace returned to patrol duties. A limited retrial is appropriate because the jury found that (1) County regarded or treated Wallace as if he were disabled, (2) Wallace was able to perform the essential job functions of a deputy sheriff with or without reasonable accommodation, and (3) County failed to prove Wallace’s disability would increase [116]*116the danger to himself or others while he performed those job functions. In addition, we find as a matter of law that the reason County placed Wallace on a leave of absence on January 5, 2011, was its mistaken belief that he could not safely perform the essential job functions of a deputy sheriff. Thus, the substantial-motivating-reason element was proven. Also, we find as a matter of law that County’s decision to place Wallace on leave was a substantial factor in causing Wallace to suffer economic losses. Based on these findings, the retrial can be limited to the issues related to the amount of Wallace’s damages.

We therefore reverse the judgment and remand for a limited retrial.

FACTS

Wallace was born in 1963. He worked for the E & J Gallo Winery from 1986 to 1994. In 1995, Wallace was employed by the City of Hughson Police Department.

In December 1997, Wallace was hired by County as a deputy sheriff. He started in patrol and then worked in various positions with the sheriff’s department.

In October 2007, Wallace injured his left knee and filed a workers’ compensation claim for that injury. He later reinjured his left knee during a river sweep. He was treated for left knee pain by Jonathan Cohen, M.D., an orthopedic surgeon who prescribed a knee brace. Wallace wore the knee brace at work until he had knee surgery on September 9, 2008. After the surgery performed by Dr. Cohen, Wallace took a Labor Code section 48503 paid leave of absence until December 15, 2008, when he returned to light duty.

From January 2009 until April 2009, Wallace took additional paid leave because of the knee injury. After this leave, Wallace began to work a light duty assignment in the property and evidence room. His restrictions at the time were limited climbing, limited walking on uneven ground, and limited running. These limitations were part of a May 2009 report prepared by Dr. Pedram Vaezi, a chiropractor and workers’ compensation “qualified medical evaluator.” This report was approved by Dr. Cohen.

[117]*117Wallace worked light duty until he began another leave of absence in September 2009 because of his knee. By March 12, 2010, the one year of paid leave under Labor Code section 4850 had been exhausted.

On April 1, 2010, Wallace hand delivered a copy of Dr. Vaezi’s supplemental report dated September 16, 2009, to the sheriff’s department. Peggy Huntsinger, an assistant risk manager with County, testified that County did not receive the supplemental report earlier because the third party administrator that handled County’s workers’ compensation claims had not forwarded it to County. The restrictions for Wallace’s left knee, as clarified in the supplemental report, indicated (1) no prolonged walking in excess of 30 to 45 minutes without a five-minute break, (2) no walking on uneven ground in excess of 30 minutes without a five-minute break, and (3) no prolonged standing in excess of 30 to 45 minutes without a five-minute break.

On April 9, 2010, Wallace received and initialed a “NOTICE OF OFFER OF MODIFIED OR ALTERNATIVE WORK” on a preprinted workers’ compensation form. County offered Wallace an assignment as a bailiff for at least 12 months at his pre-injury rate of pay. County’s cover letter referred to the position as a permanent modified duty assignment with the restrictions stated in Dr. Vaezi’s supplemental report. It also stated the restrictions “are to be considered ‘Permanent’ until your Agreed Medical Exam . . . .”

During the period that Wallace worked as a bailiff, the sergeants who supervised Wallace had no issues with his performance. Sergeant Owens’s performance evaluation of Wallace rated him as above average.

In October 2010, Wallace underwent the agreed medical exam with Richard Baker, M.D., an orthopedic surgeon, whose practice is limited to workers’ compensation agreed medical exams. During the exam, Wallace told Dr. Baker about weakness and intermittent pain in his left knee, back pain, daily pain and occasional popping in his left ankle, pain in his shoulders, and daily, continuous mild pain in his neck. Dr. Baker’s diagnosis of Wallace’s left knee described medial and lateral meniscus tears, subluxation of the patella, synovitis, cartilaginous defect, femoral condyle, partial tear of the anterior cruciate ligament (ACL) and a tear of the medial collateral ligament (MCL).

Based on his examination of Wallace, Dr.

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Bluebook (online)
245 Cal. App. 4th 109, 199 Cal. Rptr. 3d 462, 81 Cal. Comp. Cases 247, 2016 Cal. App. LEXIS 148, 17 Accom. Disabilities Dec. (CCH) 17, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wallace-v-county-of-stanislaus-calctapp-2016.