Professional Documents
Culture Documents
No. 95-2234
ALEXANDER KATZ,
Plaintiff, Appellant,
v.
Defendants, Appellees.
____________________
____________________
Before
____________________
DeFanti, with
whom Hinckley,
Allen &
Snyder was
___________________
__________________________
____________________
July 2, 1996
____________________
Plaintiff/Appellant
____________________
Alexander
Katz
("Katz")
Defendant/Appellee
President
Officer
City
Metal
Milton Wilcox
Peter Bruno
sued
his
Co.
former
("City
("Bruno"),
under
the
12101 et seq.
__ ____
employer,
Metal"),
its
Chief Executive
Americans
with
(1995) ("ADA"),
and the Rhode Island Fair Employment Practices Act, R.I. Gen.
Laws
28-5-1
unlawfully
et seq.
__ ____
discriminated
because of a disability.
Laws
(1995),
28-5-6,
5-7.
against
him
by
See 42 U.S.C.
___
At
the close
claiming that
City
discharging
Metal
him
of
Katz's case,
the
to Fed. R. Civ. P.
50(a)(1), finding
he
had a
appeals.
"disability"
as defined
under
the ADA.1
Katz
I.
I.
__
BACKGROUND
BACKGROUND
__________
City
Metal is
a corporation
that buys
he
suffered
heart
1, 1991.
attack.
Five
and sells
Katz was
weeks
later, Wilcox
____________________
1.
Because
the
definition
of "handicap"
under
the Rhode
Compare 42 U.S.C.
_______
28-
5-6(9).
-22
telephoned Katz
This
"We
review the
grant of a
Rule 50(a)
motion for
the
evidence
favorable
to
and
all
the
plaintiff
Accordingly, we "examine
fair inferences
[and]
in
may
the
not
light most
consider
of the evidence."
warrant submission
of an
issue to
or
1992) (internal
the
the jury,
22 (1st Cir.
omitted).
To
the plaintiff
not
offered
Id.
___
of the fact
"[T]he evidence
to be inferred
more
probable than
its nonexistence."
Resare v. Raytheon
___________________
Co.,
___
981
34 (1st
(internal quotation
marks
Cir. 1992)
any claim
law,
F.2d 32,
To affirm
the withdrawal of
a matter of
22.
-33
adduced by Katz.
of
1991,
Bruno asked
customer relations as a
prior
Katz to
take
an inside
At the end
position in
its
customers.
until July
train
Katz
accepted
of 1992.
and continued
During that
in that
position
helped to
salesmen.
being a salesman.
Up until
did not
reports or comments
about the
quality
was in jeopardy.
On Sunday,
Cleveland
September 27,
was in
taken by
ambulance
seven-day
stay
procedures
and
intensive
care.
to the
there,
some
He
Cleveland
Katz
testing,
Clinic.
underwent
and
was discharged
was
from
two
kept
During
his
angioplasty
in
cardiac
the hospital
on
Saturday,
October
following Monday to
3, 1991,
and
telephoned
Wilcox on
the
-44
Katz
Rhode
Island temporary
disability
application forms.
After his
discharge from
the
hospital, Katz
he became short
into
had
It was
necessary that he
Katz
went to
the company
office on
the Thursday
discussing his
return to work.
Due to
the effects
of his
on
down to Katz's
Katz asked
about his
as
Wilcox
Katz
his
conversation with
Wilcox.
restricted his
breathing which,
more difficult.
Since Wilcox
objective
The cold
in turn, made
walking even
that his
first
-55
weather, however,
telephoned
work on
that he was
discharged.
Katz
to return to
At the time of
still
had
working,
some trouble
breathing
and
walking.
1995, Katz
He
was
lengthy search
beginning in January of
He testified
that Katz's brother called to tell him about the heart attack
when he
that
met him in
his
main objective
testified, however,
that
and that he
should
be
to
he had
decided
told Katz
recover.
to fire
Wilcox
Katz
on
submit
Katz
the end
was instrumental in
of October to
a witness, who
so inform
Katz.
testified that he
with
-66
witness --
Katz's
treating physician
subpoenaed for
the following
in Rhode
day, when
Island --
The
whom he
had
the court
three
days
present
hence, and
requested
that he
doctor's
testimony
in
the
defendants' case.
the
issue
when
The
be
permitted to
rebuttal
after
it arose
and
was
not
the
deal with
sure the
doctor's
When
asked to
state its
position on
the matter,
and that it did not dispute that Katz suffered a heart attack
or that it
perceived that
he suffered a
heart attack,
but
that it did
Katz
could not
prove
testimony of his
continuance or
rebuttal.
that
that the
within
he
was
disabled
without
the
doctor be permitted
to testify
in
City Metal
law,
to prove a
a matter of
Act, Katz
was
"severely
required
to
show
that
-77
the
heart
attack
restricted
basic
life
activity
continuing
on
had failed to
permanent
and
do so because
impaired
in
hospitalization, and
impaired
his
ability to
breathe,
and
had a
an impairment.
limited one or
See 42 U.S.C.
___
of such an
as having such
12102(2).
The
question is
permanent
perform
whether
disability
his work.
salesman, and
it produced
that
he
can't
It's obvious
he's a
. .
case, the
showing
that
Plaintiff
he
has
must
some
make
type
in
a
of
one
or
activities.
more
of
life's
There's been no
major
showing of
The
only
evidence
blocked
artery
that
balloon
angioplasty.
is
that
was
he
opened
has
up by
that
he has
heart disease.
permanent disability
I know.
or
it, and
functions.
I had
an artery
and go
know, I've
that was
-88
completely
Because
blocked
I went
and
through a
not
reopened.
rehab program
can perform.
I can
perform fully in
other
my life's
stress
I have
than some
other vocations.
personal experience
in this.
have
prove
decided
the
Plaintiff
failed
I
to
II.
II.
DISCUSSION
DISCUSSION
__________
The district
ADA.
The Americans
with
Disabilities Act
enacted
"to
mandate
provide
for
the
individuals with
is
a federal
civil rights
statute,
clear
and
comprehensive
national
elimination
of
discrimination
against
disabilities."
42
U.S.C.
12101(b)(1).
(1st
Cir.
1995).
In
the
employment
context,
the
ADA
disability because
of the
regard
application
to
job
disability of such
-99
procedures,
with a
individual in
the
hiring,
advancement,
or
discharge
of
employees,
privileges
of employment."
First,
Act, a plaintiff
able
to perform
42 U.S.C.
employee
conditions, and
12112(a).
To obtain
things.
of the Act.
the essential
functions of
his job.
And
in part
In light
on the first
element --
ruling, we focus
"disability" -- as
defined in
the
ADA:
(A)
substantially limits
one or more
of the
(C)
being
regarded
as having
such
an
impairment.
____________________
2.
plaintiff
may
indirectly
prove
that
he
was
discriminated against
prima facie case and
_____ _____
because of
a disability by
using the
refined
and
sharpened
Affairs v. Burdine, 450 U.S. 248 (1981) and St. Mary's Honor
___________________
________________
Ctr. v. Hicks, 509 U.S. 502
_____________
(1993).
53
F.3d 793,
797-98 (7th
45 F.3d 357,
1995).
-1010
Cir. 1995);
360-61 (10th
Cir.
42 U.S.C.
12102(2).
"physical
disorder, or condition
impairment"
. . . or
is "[a]ny
(h)(1)
(1995).
"functions
tasks,
learning,
"Major
such as
walking,
and
29 C.F.R.
life activities"
caring
seeing,
for
are
defined
29
speaking,
C.F.R.
activity that
perform a major
life
in the
(ii) Significantly
as
manual
breathing,
1630.2(i).
(i) Unable to
1630.2
oneself, performing
hearing,
working."
physiological
restricted as to
an
individual
particular
compared
major
to
the
the
general
can
life
under
perform
activity
condition,
or duration
manner
the average
population can
a
as
or
person
perform
29
C.F.R.
1630.2(j)(1).
Factors
to be
considered
in
(i) The
of the
impairment;
(ii)
The
duration
or
expected
(iii)
The
permanent
or long
term
impact of
impairment.
or
resulting
from
the
-1111
29
C.F.R.
Employment
1630.2(j)(2).3
According
to
the
Equal
____________________
3.
The
regulations
set
forth
major
life
We need not
definition,
however,
substantially
limited in
more
particularized
to be "substantially limited
activity of
1630(j)(3).
working."
See
___
29 C.F.R.
if
an
to whether
working."
the
individual is
-1212
be made
substantially limited
is
other than
of that
individual
life activity
in
in
Although
short-term,
restrictions
temporary
generally
substantially
limiting,
are
an
not
impairment
to the
level
conditions
potentially
may
of a
be
long-term,
long-term
in
expected
months.
to
be
at
disability.
that
or
their
unknowable or
least
Such conditions, if
several
severe, may
constitute disabilities.
2 EEOC
6884,
Compliance Manual,
p. 5319
"usually
(1995).
Interpretations (CCH)
Examples
not disabilities"
because
of
902.4,
impairments that
they
are
are
"temporary,"
term
or
permanent
impact,"
are
"broken
limbs,
sprained
29 C.F.R.
that
Katz
rational
had a
heart
jury could
testimony,
that
conclude,
Katz
cardiovascular system
impairment
attack,
had
we have
even without
condition
and therefore
no
doubt that
expert medical
affecting
that he had
29 C.F.R.
the
a physical
1630.2 (h)(1).
We
____________________
4.
17 (1st
Cir.
1973 (which is
ADA, 42
10 F.3d
U.S.C.
we upheld
the
the jury
verdict
in
presentation
obesity"
favor
of
was
of
plaintiff,
expert
medical
physiological
musculoskeletal,
respiratory,
in
part
based
testimony
that
disorder
and
that
on
her
"morbid
affected the
cardiovascular
systems.
-1313
offered sufficient
evidence
to prove
that that
impairment
meaning
of the
ADA,
his scheduled
expert medical
the
witness
As
trauma
and resultant
ability to
in
might reasonably
medical procedure
the period
immediately
angioplasty procedures.
lead
to
be expected
the conclusion
1995)
surgery
not
(inability
difficult for a
following the
that Katz
to
had
work for
We
Katz's
heart attack
disability).
lay jury
or surgery,
major
Cir.
after any
two
think
and
necessarily
a disability.
See
___
months
that
to conclude, based
following
it would
solely on
be
the
on Katz,
permanent or persisted
on a long-term basis,
and unknowable or
expected to
this effect
but, as
be at
indefinite
least several
months.
already noted,
his medical
expert was
____________________
Id. at 23.
__
lay jury that the condition affects one of the bodily systems
listed
-1414
There
is
certainly no
general rule
that medical
to establish disability.
Some
missing
arm)
and
possibility that
might
it
is
certainly
within
the
realm
of
a plaintiff himself in
a disabilities case
substantial
period that
would put
the jury
in
a position
of the ADA.
On this
record, we think it
is a much closer
evidence before
the jury.
The
bulk
of the
evidence
related primarily
after the
in which he was
his
to Katz's
condition
to work
to
as
situation
medical
immediately
effort to return
so stricken that he
to the office.
he still felt in
more
general
and
operation,
far
less
specific
than
his
was far
testimony
so
We think it
invoke
its
own
medical
experience
in
explaining
to
its
the
-1515
-1616
The
determination
individual
based
has a
.
of
whether
an
disability
is
on
the
effect
. .
of
that
impairments
particular
may
be disabling
individuals
but
not
for
for
others.
29 C.F.R. Pt.
of Dallas,
_________
2 F.3d
1385, 1396
See
___
(recognizing
____
Ct
1386 (1994).
Nonetheless,
question whether,
conclude
that
it is
______
at least
he
suffered
from
a debatable
continuing
medical
operation,
that substantially
limited
one or
more of
his
the issue
of
We
need
whether expert
not
definitively
resolve
case,
because we think
reach
the
one
jury
under
disability, that
an
impairment."
of
the
permitted Katz to
alternative
definitions
41
U.S.C.
12102(2)(C).
of
as having such
Under
the
regulations an individual
substantially
nevertheless
limiting
(or has
"disabled" if he is
no
impairment
that is not
at all)
is
-1717
activities.
29 C.F.R.
1630.2(l)(1).
An example
given is
an employee
disability
whose controlled
but
is reassigned
1630, App.
treated
high blood
because
pressure is
the employer
not a
fears,
Id. Pt.
___
employee as
handicapped by
her ability to
refusing to
rehire her
at risk of developing
serious ailments).
was
not only
employer to
actually disabled
but also
perceived by
fired because of
it.
his
The
climb the stairs and Wilcox observed his fatigue, is only one
piece
of
of evidence; others
the
heart
attack,
angioplasty
procedure
and
initially
have to be
in a
limited capacity.
Cf.
__
Hamm v.
_______
Runyon, 51 F.3d 721, 724-26 (7th Cir. 1995) (employer did not
______
"regard"
employee as
disabled where
that the
there was
no evidence
supervisor
that
it
was
"nothing"
-1818
and
"would
pass"
and
continued to
medical
jury
expert testimony
to
serious
do all of the
find that
were required
here to
Even if
permit the
Katz
was
suffering from
heart condition,
the
jury certainly
did not
continuing
need
what the
condition.
to withdraw
the
the
court
of actual
that regardless
perceived him to
respond
court proposed
be disabled.
to this assertion.
The judge
he had
the employer
did not
conclude
medical condition,
directly
it on appeal,
the
more usual
case in
which a
plaintiff has
a long-term
its
significance
accommodation.
But
by
both
failing
to
the language
make
and
reasonable
policy of
the
one who is
-1919
or even
disabled at
all but
is
well be
The second
element of proof is
ability to perform
accommodation.
See 42 U.S.C.
___
that
after his
again
five days
two
days
after he
12111(8).
Katz
discharge from
was
fired,
the
he
basis.
reduction
in
On
salary
accommodations the
job.
Reasonable
restructuring
the
latter occasion,
and
said
he
would
to
work on a part-
Katz
suggested
accept
whatever
in order to
keep his
accommodations include,
[and] part-time
hospital and
asked Wilcox
time
testified
or modified
inter alia,
_____ ____
"job
work schedules."
42 U.S.C.
12111(9).
As
we noted in
Grenier v. Cyanamid
____________________
Plastics, Inc.:
______________
With
respect
to
known
is on
disabilities,
encouraging
effective
Guidance
________
485
reasonable accommodation."
IV.B.6b
(Pt.
to determine
2),
at
65-66,
U.S.C.C.A.N. at 347-48).
70
F.3d at
hand.
show
677.
Katz's suggestions
were rejected
out of
The district judge did not say that Katz had failed to
that
he
could
perform
his
job
with
reasonable
-2020
any argument as to
The third
element of plaintiff's
case, that
Katz
a motivating
factor in
City Metal's
decision to
60 F.3d
fire him,
1300, 1301
(8th
Cir. 1995),
timing
of Katz's firing,
was circumstantial
evidence from
The
triggered, in whole
jury.
could find
or in part,
his
We rule
in granting judgment
permit the
regarded
him
as
having
an
impairment
constituting
12102(2)(C) of the
Act.
Thus,
he
Where
there must be a
remand for a
new trial, we
just.
was
28
U.S.C.
deprived
accident, we
of
2106.
his
In this
medical
see no reason
testimony
more
why on retrial he
or
less by
should not be
____________________
5.
accommodating
hardship."
Katz
42 U.S.C.
of course, to attempt to
would
have
12111(10).
-2121
imposed
on
it
show that
an
"undue
allowed to present
expert testimony in
a timely fashion
in
-2222