Opinion

JANOVSKY v. UPMC PRESBYTERIAN

Court
District Court, W.D. Pennsylvania
Filed
Aug 3, 2023
Cited by
0 cases
Authority
More cited than 29.3%

“The evidence of the non-movant is to be believed, and all justifiable inferences are to be drawn in his favor.”

How later courts described this case

  • “The evidence of the non-movant is to be believed, and all justifiable inferences are to be drawn in his favor.”
  • noting that ADA and PHRA disability claims are analyzed identically

Written by the judges who cited it.

The opinion

IN THE UNITED STATES DISTRICT COURT

FOR THE WESTERN DISTRICT OF PENNSYLVANIA

KIRSTAN JANOVSKY, )

)

Plaintiff, )

) Civil Action No. 21-615

v. )

)

UPMC PRESBYTERIAN, )

)

Defendant. )

MEMORANDUM OPINION

In this action, Plaintiff Kirstan Janovsky (“Plaintiff”) brings multiple claims against her

former employer, Defendant UPMC Presbyterian (“Defendant”), under the Family and Medical

Leave Act (“FMLA”), 29 U.S.C. § 2601 et seq., the Americans with Disabilities Act (“ADA”), 42

U.S.C. § 12101 et seq., and the Pennsylvania Human Relations Act (“PHRA”), 43 Pa. Cons. Stat.

Ann. § 951 et seq. Presently before the Court is the Motion for Summary Judgment and brief in

support filed by Defendant in this matter (Docket Nos. 36, 37), the brief in opposition filed by

Plaintiff (Docket No. 44), and Defendant’s reply (Docket No. 48). In addition to the motion and

briefs, the Court has considered the parties’ concise statements of material facts and responses, as

well as the appendices that were filed in connection with the briefs. (Docket Nos. 38-39, 42-43,

45, 49-50). On June 15, 2023, the Court held oral argument on the motion. (Docket No. 52).

For the reasons set forth herein, Defendant’s Motion for Summary Judgment is denied.

I. FACTUAL BACKGROUND

As the parties are well-acquainted with the factual background of this case, at this juncture

the Court will present an abbreviated version of the facts relevant to Defendant’s summary

judgment motion.1 Defendant is a non-profit research and academic hospital that has a

Neurotrauma ICU Unit (“Unit 4G”), which is a typically intense, 10-bed unit that focuses on the

care of critically injured trauma patients with head trauma, strokes, and spinal injuries. (Docket

Nos. 38, ¶¶ 1-3; 43, ¶¶ 1-3). In early November 2019, Plaintiff, a licensed Registered Nurse,

transferred from University of Pittsburgh Physicians, where she was a Surgical Nurse Coordinator,

to Defendant’s Unit 4G as a Senior Professional Staff Nurse, an at-will position that is subject to

Defendant’s various policies. (Docket Nos. 38, ¶¶ 6-8, 13; 43, ¶¶ 6-8, 13). The Unit Director,

Teresa Lucchetti (“Lucchetti”), interviewed Plaintiff and recommended that she be hired. (Docket

Nos. 38, ¶¶ 10-11; 43, ¶¶ 10-11).

From November 2019 until February 2, 2020, Plaintiff went through Unit 4G orientation.

(Docket Nos. 38, ¶ 28; 43, ¶ 28). According to Plaintiff, she spoke to Lucchetti in November and

December of 2019 about her medical condition, which includes depression, anxiety, and PTSD,

and asked at that time for an accommodation to manage her anxiety. (Docket Nos. 42, ¶¶ 13, 18;

49, ¶¶ 13, 18; 45-1 at 25). Plaintiff contends that she proposed using the phrase “I just need a

minute” to indicate that she needed to take a break for her medical condition, and that Lucchetti

agreed. (Docket Nos. 42, ¶ 19; 49, ¶ 19). During this time, Plaintiff also spoke with Melanie

Smith-Fortney, Defendant’s Director of Nursing, about orientation concerns, and Plaintiff shared

with Smith-Fortney that she suffers from PTSD. (Docket Nos. 42, ¶¶ 21-24; 49, ¶¶ 21-24).

Additionally, Plaintiff requested and received intermittent FMLA approval pursuant to her health

care provider’s certification, beginning December 31, 2019, through December 30, 2020. (Docket

Nos. 42, ¶ 60; 49, ¶ 60).

1 The relevant facts are derived from the undisputed evidence of record, and the disputed evidence of record

is read in the light most favorable to the non-moving party. See Anderson v. Liberty Lobby, Inc., 477 U.S. 242, 255

(1986) (“The evidence of the non-movant is to be believed, and all justifiable inferences are to be drawn in his favor.”).

On January 14, 2020, Plaintiff was placed on a Performance Expectations Plan (“PEP”) at

work, a non-disciplinary informal means utilized to identify employees’ performance issues.

(Docket Nos. 38, ¶¶ 46-56; 43, ¶¶ 46-56). The PEP reflected that Plaintiff’s orientation would be

extended an additional two weeks in order to give her time to be successful on Unit 4G. (Docket

Nos. 38, ¶¶ 47, 52; 43, ¶¶ 47, 52). The PEP identified areas for improvement, including

“administering medications per hospital policy,” and “listen[ing] and tak[ing] direction and

feedback from preceptor to improvements in time management, organization critical thinking, and

documentation.” (Docket Nos. 38, ¶ 53; 43, ¶ 53). Plaintiff disagreed with the comments in the

PEP and did not sign it, however, and she claims that she was experiencing an anxiety attack at

the time she was asked to sign it. (Docket Nos. 38, ¶ 54; 43, ¶ 54; 42, ¶ 27; 49, ¶ 27). Plaintiff

also states that she told Lucchetti during the PEP meeting that she was having an anxiety attack

and asked for a break to regroup, but Lucchetti did not stop the meeting. (Docket Nos. 42, ¶¶ 27-

28; 49, ¶¶ 27-28).

On January 30, 2020, Plaintiff was placed on a Performance Improvement Plan (“PIP”) at

work. (Docket Nos. 38, ¶¶ 57-80; 43, ¶¶ 57-80). The PIP Period is 45 days in length unless

otherwise extended, and during the PIP Period, employees are not eligible to transfer to another

position. (Docket Nos. 38, ¶¶ 63-66; 43, ¶¶ 63-66). The PIP identified “Goals and Objectives”

including: “Kirstan will display that she is effectively listen[ing] to feedback by adjusting her

behavior as to the specifics of the feedback,” “Timely completion of nursing activities,” and

“Independently administer[ing] medications, complet[ing] patient assessments, charts on all

assigned patients, prepar[ing] patients for surgery/off unit testing, participat[ing] in multi-

disciplinary rounds.” (Docket Nos. 38, ¶ 72; 43, ¶ 72).

On March 9, 2020, Lucchetti recommended a finding that Plaintiff had successfully

completed the PIP, and on March 12, 2020, Plaintiff was presented with a PIP Conclusion

Document that she signed, which stated, in part:

It is imperative that you maintain performance expectations going forward. If

you do not sustain acceptable performance for at least 12 months following

successful completion of this Performance Improvement Plan (PIP), you will

be subject to termination of employment.

(Docket Nos. 38, ¶ 79; 43, ¶ 79).

On April 24, 2020, Defendant’s pharmacy conducted a Routine Narcotics Audit on Unit

4G, and Plaintiff had the highest diversion score that month. (Docket Nos. 38, ¶¶ 81-86; 43, ¶¶ 81-

86). As a result, a 30-Day Audit was ordered to review Plaintiff’s “wasting” procedures. (Docket

Nos. 38, ¶¶ 87-88; 43, ¶¶ 87-88). “Wasting,” in layman’s terms, occurs when excess or unused

medicines are discarded. (See Oral Argument regarding Defendant’s Motion for Summary

Judgment, held on June 15, 2023 (“Oral Argument”).2 As part of Unit 4G orientation, Plaintiff

was required to complete Required Online Nursing Modules, which included a Safe Medication

Practices Module containing Controlled Substances Best Practices. (Docket Nos. 38, ¶¶ 32-36;

43, ¶¶ 32-36). The Controlled Substances Best Practices states, “Documentation and wasting

should both be performed immediately (preferred) or within 1 hour of administration,” and it

provides that narcotics should not be wasted in front of a Patient Care Technician (“PCT”), except

in specific circumstances. (Docket Nos. 38, ¶¶ 35, 90; 43, ¶¶ 35, 90).

The 30-Day Audit revealed a total of 5 unaccounted for quantities with no waste

documented, 1 transaction where the amount wasted was less than expected, and a total of 8 wastes

that were wasted at the end of the shift. (Docket Nos. 38, ¶ 88; 43, ¶ 88). The conclusion drawn

2 An official transcript of the hearing during which oral argument was held has not been produced as of this

date. Therefore, the Court discusses the testimony presented by reference to an unofficial draft of the transcript.

was that Plaintiff displayed sloppy narcotics practices. (Docket Nos. 38, ¶ 89; 43, ¶ 89). On April

25, 2020 and April 28, 2020, Lucchetti received reports of Plaintiff’s recent unsatisfactory

behavior, including being argumentative with the charge nurse, yelling at a physician who was

caring for her patient, and receiving a patient complaint. (Docket Nos. 38, ¶¶ 91-93; 43, ¶¶ 91-

93).

On August 28, 2020, Plaintiff was involved in a Narcotics Wasting Violation wherein she

improperly wasted a narcotic in front of a PCT in violation of policy, which was followed by an

encounter with Ms. Lucchetti (the “April 28th encounter”). (Docket No. 38, ¶¶ 94-98; 43, ¶¶ 94-

98). Plaintiff claims that, at the time of the wasting violation, she was tending to a combative

patient which aggravated her PTSD. (Docket No. 38, ¶ 116; 43, ¶ 116). When Lucchetti verbally

disciplined Plaintiff for the policy violation, Plaintiff stated, “Maybe I should use FMLA today.”

(Docket No. 38, ¶ 95; 43, ¶ 95; 42, ¶ 69; 49, ¶ 69). According to Plaintiff, Lucchetti loudly and

firmly replied, “That’s not what FMLA is for, Kirstan! You know what? GO HOME! JUST GO

HOME!” (Docket Nos. 42, ¶ 70; 49, ¶ 70). Plaintiff states that she then requested that Lucchetti

go with her to Human Resources, but Lucchetti replied that they weren’t in the office that day.

(Docket No. 43, ¶ 99). Notably, after the April 28th encounter, Plaintiff did not go home

immediately, nor did she attempt to use her intermittent FMLA leave in the following days.

(Docket No. 38, ¶¶ 99-100; 43, ¶¶ 99-100).

On April 29, 2020, Plaintiff was asked to write a written statement in response to her 30-

Day Audit, the Narcotics Waste Violation, and her April 25, 2020 interactions. (Docket Nos. 38,

¶¶ 101-04; 43, ¶¶ 101-04). Plaintiff’s comments were sent to Smith-Fortney and Melissa Miller,

Defendant’s Human Resources Consultant, and Plaintiff did not deny her Audit results and

apologized. (Docket Nos. 38, ¶¶ 101-04; 43, ¶¶ 101-04; 45-2 at 10-11). Miller contacted Smith-

Fortney and Sandy Rader, Defendant’s Chief Nursing Officer, to inform them of the encounter,

and also emailed Joyleene Maldonieri, Defendant’s Human Resources Manager about the

encounter. (Docket No. 42, ¶ 80; 45-2 at 42-44, 47-49).

On May 5, 2020, Defendant terminated Plaintiff’s employment. (Docket Nos. 38, ¶¶ 108-

12; 43, ¶¶ 108-12). Plaintiff’s Termination Letter indicated that her discharge was based on –

since the conclusion of her PIP – Plaintiff violating the Code of Conduct Policy when she was

observed yelling at a physician, and Plaintiff’s narcotics practices not following Defendant’s

Controlled Substance Policy (citing the specifics of the 30-Day Audit). (Docket No. 45-3 at 1).

On May 10, 2021, Plaintiff filed her Complaint in this matter. (Docket No. 2). Plaintiff

subsequently filed her Amended Complaint on September 29, 2021. (Docket No. 26). Plaintiff’s

Amended Complaint alleges five Counts against Defendant: (I) Interference under the FMLA;

(II) Retaliation under the FMLA; (III) Discrimination and Failure to Accommodate under the

ADA; (IV) Retaliation under the ADA; and (V) violation of the PHRA.3 (Id. at 5-11). The parties

have completed discovery. As explained, supra, Defendant filed its Motion for Summary

Judgment, which has been fully briefed by the parties, and the motion is now ripe for decision.

II. STANDARD OF REVIEW

Summary judgment is appropriate when “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); see also Anderson

v. Liberty Lobby, Inc., 477 U.S. 242, 247 (1986). The parties must support their position by “citing

to particular parts of materials in the record, including depositions, documents, electronically

stored information, affidavits or declarations, stipulations (including those made for purposes of

3 The Court need not differentiate between Plaintiff’s claims under the ADA and the PHRA because the same

analysis is used for both types of claims. See Simpson v. Kay Jewelers, Div. of Sterling, Inc., 142 F.3d 639, 643 n.4

(3d Cir. 1998). Therefore, Count V, under the PHRA, will be addressed together with Counts III and IV, under the

ADA, herein.

the motion only), admissions, interrogatory answers, or other materials.” Fed. R. Civ. P.

56(c)(1)(A). “[T]he mere existence of some alleged factual dispute between the parties will not

defeat an otherwise properly supported motion for summary judgment; the requirement is that

there be no genuine issue of material fact.” Anderson, 477 U.S. at 247-48 (emphasis in original).

A disputed fact is material if it might affect the outcome under the substantive law. See Boyle v.

Cnty. of Allegheny Pa., 139 F.3d 386, 393 (3d Cir. 1998) (citing Anderson, 477 U.S. at 247-48).

Summary judgment is unwarranted where there is a genuine dispute about a material fact, that is,

one where a reasonable jury, based on the evidence presented, could return a verdict for the non-

moving party with regard to that issue. See Anderson, 477 U.S. at 248.

When deciding a motion for summary judgment, the Court must draw all inferences in a

light most favorable to the non-moving party without weighing the evidence or questioning the

witnesses’ credibility. See Boyle, 139 F.3d at 393. The movant has the burden of demonstrating

the absence of a genuine issue of material fact, while the non-movant must establish the existence

of each element for which it bears the burden of proof at trial. See Celotex Corp. v. Catrett, 477

U.S. 317, 323 (1986). If the movant has pointed to sufficient evidence of record to demonstrate

that no genuine issues of fact remain, the burden is on the non-movant to search the record and

detail the material controverting the movant’s position. See Schulz v. Celotex Corp., 942 F.2d 204,

210 (3d Cir. 1991). Rule 56 requires the non-moving party to go beyond the pleadings and show,

through the evidence of record, that there is a genuine issue for trial. See Celotex v. Catrett, 477

U.S. at 324.

III. DISCUSSION

As previously stated, Plaintiff’s Amended Complaint contains claims against Defendant

under the FMLA, the ADA, and the PHRA. (Docket No. 26 at 5-11). In moving for summary

judgment, Defendant argues that all of Plaintiff’s claims fail as a matter of law based on the

undisputed material facts in this case. In response, Plaintiff argues that clear disputes do exist here

as to a number of material facts, and that such factual disputes cannot appropriately be resolved

by the Court on summary judgment, but they must instead be considered by a jury.

A. Count I: Interference Under the FMLA

Plaintiff alleges in Count I of the Amended Complaint that Defendant violated the FMLA

by interfering with her right to use approved leave time under that statute. Defendants move for

summary judgment as to that Count, arguing that Plaintiff has shown no evidence that she was

ever denied benefits to which she was entitled under the FMLA.

The FMLA “entitle[s] employees to take reasonable leave for medical reasons,” but they

must do so “in a manner that accommodates the legitimate interests of employers.” 29 U.S.C.

§ 2601(b)(2), (b)(3). When an employee invokes rights granted under the FMLA, her employer

may not “interfere with, restrain, or deny the exercise of or attempt to exercise” those rights. Id.

§ 2615(a)(1). Additionally, the employer may not “discharge or in any other manner discriminate

against any individual for opposing any practice made unlawful.” Id. § 2615(a)(2). “The former

provision is generally . . . referred to as ‘interference’ whereas the latter is often referred to as

‘retaliation.’ ” Lichtenstein v. Univ. of Pittsburgh Med. Ctr., 691 F.3d 294, 301 (3d Cir. 2012)

(internal citation omitted).

To show interference under the FMLA, a plaintiff must establish that:

(1) he or she was an eligible employee under the FMLA; (2) the defendant was

an employer subject to the FMLA’s requirements; (3) the plaintiff was entitled

to FMLA leave; (4) the plaintiff gave notice to the defendant of his or her

intention to take FMLA leave; and (5) the plaintiff was denied benefits to which

he or she was entitled under the FMLA.

Ross v. Gilhuly, 755 F.3d 185, 191 (3d Cir. 2014) (internal citation and quotation marks omitted).

It is undisputed that Plaintiff requested and received intermittent FMLA approval pursuant

to her health care provider’s certification, beginning December 31, 2019, through December 30,

2020. Defendant also admits that, during the April 28th encounter when Plaintiff was verbally

disciplined regarding her Narcotics Wasting Violation, Plaintiff said to Lucchetti, “maybe I should

use FMLA today.” Nevertheless, Defendant emphasizes that Lucchetti expressly told Plaintiff at

that time, after Plaintiff had made the FMLA statement, to “go home.” Further, Defendant notes

that Plaintiff did not then leave work, nor is there any other evidence showing that she was denied

FMLA benefits before or after that time. In fact, Plaintiff agrees that the allegation of interference

with her FMLA benefits is limited to the April 28th encounter. (Oral Argument). Therefore,

Defendant concludes that because the evidence does not show that Plaintiff was denied FMLA

benefits as a result of the April 28th encounter, Defendant is entitled to summary judgment as to

Plaintiff’s interference claim.

In response, Plaintiff emphasizes that, during that April 28th encounter, Lucchetti raised

her voice at Plaintiff when stating, “That’s not what FMLA is for, Kirstan! You know what? GO

HOME! JUST GO HOME!” (Docket No. 42, ¶ 70). Plaintiff further notes that she asked

Lucchetti to go to Human Resources with her at that time, but Lucchetti refused. (Id. ¶ 71).

Plaintiff contends that, due to Lucchetti’s harsh reaction to her FMLA statement, Plaintiff feared

losing her job and did not go home that day. Plaintiff maintains that a reasonable jury could

conclude, from the entirety of the evidence regarding the April 28th encounter, that Lucchetti

prohibited and restrained Plaintiff from exercising her right to take FMLA leave, and that because

these facts are in dispute, Defendant is not entitled to summary judgment on this Count.

Upon consideration of the evidence presented and the parties’ arguments, the Court agrees

with Plaintiff that there are disputed issues of material fact that make summary judgment as to her

FMLA interference claim inappropriate on the current record alone. Specifically, Defendant

contends that Lucchetti’s actions did not operate to restrain Plaintiff from taking FMLA leave

since Lucchetti technically told Plaintiff to “go home.” In contrast, Plaintiff argues that, viewed

in full context, Lucchetti’s words and actions did, in effect, restrain Plaintiff from using or seeking

to use such leave. The Court agrees that, after Plaintiff made her FMLA statement, when Lucchetti

first told Plaintiff that FMLA does not work that way, then yelled at her to go home, and then

refused to go to Human Resources when Plaintiff asked her to do so, it is not clear that Lucchetti

was indicating the Plaintiff could pursue taking such leave. Rather, based upon these specific

facts, the Court concludes that a jury could infer that Plaintiff instead reasonably perceived

Lucchetti, through her alleged actions, as prohibiting or restraining Plaintiff from exercising her

right to take FMLA leave.4

Accordingly, to the extent Defendant’s motion seeks summary judgment as to Count I,

interference under the FMLA, the motion is denied.

B. Count II: Retaliation Under the FMLA

In Count II, Plaintiff alleges that Defendant terminated her employment in retaliation for

her requesting to take approved intermittent FMLA leave during the April 28th encounter. In

moving for summary judgment as to that Count, Defendant argues that the evidence clearly shows

4 The Court notes that United States Department of Labor (“DOL”) regulations address an employee’s

obligation to notify the employer of the need for FMLA leave “sufficient to make the employer aware that the

employee needs FMLA-qualifying leave, and the anticipated timing and duration of the leave.” 29 C.F.R.

§ 825.302(c). According to these regulations, such notice must be provided “as soon as both possible and practical,

taking into account all of the facts and circumstances in the individual case.” 29 C.F.R. § 825.302 (b). Moreover,

according to these regulations, “[a]n employer may require an employee to comply with the employer’s usual and

customary notice and procedural requirements for requesting leave, absent unusual circumstances” and FMLA-

protected leave may be delayed or denied for failure to comply therewith. 29 C.F. R. § 825.302 (d). These regulations

also address intermittent leave. 29 C.F.R. § 825.302 (f). The parties do not address these notice-related regulations,

nor have they pointed to any of Defendant’s policies that address the expected or required timing of notice for taking

such leave.

that Plaintiff’s employment was instead terminated for legitimate, nondiscriminatory reasons, and

that Plaintiff has not shown such reasons to be pretext.

In order to prove an FMLA retaliation claim, a plaintiff must show that “‘(1) [she] invoked

her right to FMLA-qualifying leave, (2) [she] suffered an adverse employment decision, and (3)

the adverse action was causally related to [her] invocation of rights.’” Ross, 755 F.3d at 193

(quoting Lichtenstein, 691 F.3d at 302). Since FMLA retaliation claims require proof of the

employer’s retaliatory intent, “‘courts have assessed these claims through the lens of employment

discrimination law,” so “claims based on circumstantial evidence have been assessed under the

burden-shifting framework established in McDonnell Douglas Corp. v. Green, 411 U.S. 792

(1973).’” Id. (quoting Lichtenstein, 691 F.3d at 302). Under McDonnell Douglas, a plaintiff must

first establish a prima facie case of discrimination, and if the plaintiff succeeds, the defendant must

articulate a legitimate, nondiscriminatory reason for the adverse employment action. See id.

(citing Keller v. Orix Credit Alliance, Inc., 130 F.3d 1101, 1108 (3d Cir.1997)). “The burden then

shifts back to the plaintiff to prove, by a preponderance of the evidence, that the articulated reason

was a mere pretext for discrimination.” Id.

In briefing here, Defendant argues that: first, Plaintiff has not and cannot establish a prima

facie case of FMLA retaliation because she cannot show a causal link between her FMLA

statement during the April 28th encounter with Lucchetti and her termination; and second, even if

Plaintiff has shown a causal link between the two, then Defendant has articulated a legitimate,

nondiscriminatory reason for the termination which Plaintiff has not shown to be pretext. During

oral argument, however, Defendant conceded that the issue presently before the Court on summary

judgment is limited to whether Plaintiff has shown that Defendant’s proffered reason for her

termination is pretext, and not whether she has established her prima facie case. (Oral Argument).

Plaintiff contends that she has provided ample evidence to show that Defendant’s proffered

reason for her discharge was pretext for discrimination and/or retaliation. Evidence that is offered

to undermine an employer’s proffered legitimate reasons must be sufficient to “support an

inference that the employer did not act for its stated reasons.” Sempier v. Johnson & Higgins, 45

F.3d 724, 731 (3d Cir. 1995). In Fuentes v. Perskie, 32 F.3d 759, 765 (3d Cir. 1994), the Court of

Appeals for the Third Circuit recognized two ways in which a plaintiff can demonstrate that the

employer’s legitimate, nondiscriminatory reasons are pretext. See also Willis v. UPMC Children’s

Hosp. of Pittsburgh, 808 F.3d 638, 644-45 (3d Cir. 2015). The first way to show pretext under

Fuentes is for a plaintiff to adduce evidence that would allow a factfinder to disbelieve the

employer’s reason for the adverse employment action. Fuentes, 32 F.3d at 765. To establish such

disbelief, the evidence “cannot simply show that the employer’s decision was wrong or mistaken,

since the factual dispute at issue is whether discriminatory animus motivated the employer, not

whether the employer is wise, shrewd, prudent, or competent.” Fuentes, 32 F.3d at 765. Instead,

“the non-moving plaintiff must demonstrate such weaknesses, implausibilities, inconsistencies,

incoherencies, or contradictions” in the proffered reasons “that a reasonable factfinder could

rationally find them unworthy of credence,” and thus infer that the employer did not, in fact, act

for the nondiscriminatory reasons that have been articulated. Id. (emphasis in original) (internal

citations and quotation marks omitted). Alternatively, a second way a plaintiff can show pretext

under Fuentes is by presenting “evidence with sufficient probative force that a factfinder could

conclude by a preponderance of the evidence that [the request for leave or the disability] was a

motivating or determinative factor in the employment decision.”5 Simpson v. Kay Jewelers, Div.

of Sterling, Inc., 142 F.3d 639, 644-45 (3d Cir. 1988).

5 Under the second Fuentes prong, pretext can be shown with evidence that: (1) the employer has previously

discriminated against the plaintiff; (2) the employer has discriminated against others within the plaintiff’s protected

Here, Plaintiff contends that there are numerous inconsistencies in the proffered reasons

for her discharge that are sufficient to show pretext under the first prong of Fuentes. While the

Court does not agree that all of Plaintiff’s proffered examples necessarily demonstrate

inconsistencies sufficient to show pretext, the Court does agree that there are a number of instances

of inconsistency among the stated reasons for Plaintiff’s discharge which, when considered

together, are sufficient to call into question the legitimacy of Defendant’s articulated reasoning for

her discharge and thus show pretext.

First, a reasonable jury may conclude that Lucchetti harbored a discriminatory or

retaliatory motivation when seeking Human Resources Consultant Miller’s guidance on how to

terminate Plaintiff’s employment directly after receiving a text communication from Plaintiff

raising her disability. Specifically, following the January 14, 2020 PEP meeting, Plaintiff sent

Lucchetti a text message that stated:

Hey Teresa it’s Kirstan. I was hoping to talk to you on a personal level, outside

of work. I had made 2 of my preceptors and Thomas aware of my ‘disability’

– and yes it does get in the way of my life. I also made UPMC aware of that

whenever I was hired 3 years ago. I’m trying my best and I’m hoping that you

can see that.

(Docket Nos. 42, ¶ 37; 49, ¶ 37; 45-2 at 1-2). Lucchetti forwarded this text message to Miller via

email and asked, “What needs to be done to term her?” (Docket Nos. 42, ¶ 38; 49, ¶ 38; 45-2 at

2).

Plaintiff argues that Lucchetti’s expressed desire to terminate her upon Plaintiff discussing

her disability is indicative of Lucchetti’s discriminatory or retaliatory motivation, which is highly

relevant here. See Abrams v. Lightolier Inc., 50 F.3d 1204, 1214-15 (3d Cir. 1995). Plaintiff

contends that a reasonable jury could conclude that, in light of these communications, Lucchetti

class or within another protected class; or (3) the employer has treated more favorably similarly situated employees

not within the plaintiff’s protected class. See Simpson, 142 F.3d at 645.

wanted Plaintiff to be fired because of her disability. While Defendant has proffered an alternative

explanation for that email’s content (by showing greater context and a timeline of surrounding

events indicating that this comment was part of a larger ongoing conversation), and a reasonable

jury may certainly accept Defendant’s view, the Court concludes that a jury could also infer from

that email that Plaintiff’s request for FMLA leave and/or her disability was the real reason for her

termination.

Second, the full nature of the April 28th encounter, as described in detail, supra, raises

questions about the actual reasons for Plaintiff’s termination since Lucchetti’s demeanor at the

time of the encounter, as described, could evince hostility to Plaintiff’s FMLA statement and

request for accommodation as well as her disability. Furthermore, when questioned about the

April 28th encounter during her deposition, Lucchetti provided testimony which, when viewed in

a light most favorable to Plaintiff, could be viewed as dismissive of Plaintiff’s request for leave

and her disability, as follows:

Q: You knew that she had anxiety, depression, and PTSD as of the date of

this meeting then, correct, the meeting of April?

A: People throw around the words that they have anxiety and depression

frequently without knowing that it’s an actual diagnosis or something

that they have a disability for. This was no way in relation saying that

this was her disability, those things that she had.

(Docket 45-1 at 19). Thus, in considering Lucchetti’s actions during the April 28th encounter in

conjunction with her deposition testimony, the Court concludes that a jury could reasonably infer

that Lucchetti did not take FMLA leave requests or disability-related concerns, like Plaintiff’s,

seriously and may have even been hostile to them.

Third, key email exchanges between Miller and others who had input into the decision to

terminate Plaintiff’s employment (Chief Nursing Officer Rader and Human Resources Manager

Balsonieri) call into question the real reasons for Plaintiff’s discharge. Specifically, Miller appears

to have, at least initially, failed to disclose to Rader and Balsonieri (as well as Lauren Lloyd, Vice

President of Human Resources) full and accurate information about the nature of Lucchetti’s

conduct during the April 28th encounter, by incorrectly reporting that Plaintiff had shouted at

Lucchetti, despite learning during her investigation that it was Lucchetti who had, in fact, raised

her voice during that encounter. (Docket Nos. 42, ¶¶ 82, 89; 45-2 at 9-10, 45-51). Additionally,

when asked whether Plaintiff had previously been warned and disciplined about “wasting,” Miller

told Rader that Plaintiff had already been disciplined and warned about her wasting problem in the

PIP, when, in fact, Plaintiff had not. (Docket No. 42, ¶¶ 83, 85; 45-2 at 47; 45-1 at 42). Although

the content and timing of these email exchanges are not entirely clear based upon the record

currently before the Court, these emails do support potentially divergent inferences. While it is

possible that these emails reflect simple mistakes, as Defendant claims, it is also possible that they

reflect material weaknesses, implausibilities, inconsistencies, incoherencies, or contradictions

concerning Defendant’s rationale for terminating Plaintiff’s employment.

On summary judgment, inferences must be drawn in favor of the non-movant, so the Court

cannot simply infer that such instances were only a series of innocent mistakes, when a reasonable

jury could consider the evidence and draw a different inference that Defendant’s proffered

rationale was a pretext for discrimination or retaliation. Accordingly, to the extent Defendant’s

motion seeks summary judgment as to Count II, FMLA retaliation, the motion is denied.

C. Count III: Plaintiff’s Claim of Discrimination and Failure to Accommodate

Under the ADA

In Count III, Plaintiff alleges that Defendant discriminated against her based on her

disabilities, and that Defendant refused to make reasonable accommodations for her known

disabilities, in violation of the ADA.

1. Discrimination

To establish a prima facie case of discrimination under the ADA, a plaintiff must allege

the following three elements: (1) she is a disabled person within the meaning of the ADA; (2) she

is otherwise qualified to perform the essential functions of the job, with or without the employer’s

reasonable accommodations; and (3) she has suffered an adverse employment decision as a result

of discrimination. See Gaul v. Lucent Techs., Inc., 134 F.3d 576, 580 (3d Cir. 1998). An ADA

claim of discrimination is analyzed under the familiar burden shifting of McDonnell Douglas

Corp. v. Green, 411 U.S. 792 (1973), and Texas Dep’t of Cmty. Affairs v. Burdine, 450 U.S. 248

(1981), as set forth, supra. See Rubano v. Farrell Area Sch. Dist., 991 F. Supp. 2d 678, 699-700

(W.D. Pa. 2014) (citing Wishkin v. Potter, 476 F.3d 180, 185 (3d Cir. 2007)). As noted, supra,

under the McDonnell Douglas framework, the plaintiff bears the initial burden of establishing a

prima facie case of discrimination. See id. at 699 (citing Wishkin, 476 F.3d at 185; McDonnell

Douglas, 411 U.S. at 802). Then, if the plaintiff establishes a prima facie case, the burden shifts

to the employer to articulate a legitimate, nondiscriminatory reason for taking the adverse

employment action. See id. at 699-700 (citing Wishkin, 476 F.3d at 185). If the employer carries

its burden, the burden shifts back to the plaintiff who must prove by a preponderance of the

evidence that the employer’s proffered legitimate reason was merely pretext for discrimination,

and not the actual motivation underlying the adverse employment action. See id. at 700 (citing

Wishkin, 476 F.3d at 185; Burdine, 450 U.S. at 252-53; McDonnell Douglas, 411 U.S. at 804).

Here, Plaintiff alleges that her discharge was an adverse employment action that she

suffered as a result of disability discrimination. (Docket No. 26, ¶¶ 44, 45). As explained, supra,

Defendant initially argues that Plaintiff has failed to plead the third element of her prima facie case

of disability discrimination under the ADA – that she suffered an adverse employment decision as

a result of discrimination – and that she cannot show that Defendant’s articulated reasons for her

discharge are pretext. As previously noted, during oral argument, however, Defendant indicated

that the issue presently before the Court is limited to whether Plaintiff has shown Defendant’s

articulated reasons for her discharge to be pretext.6 (Oral Argument).

Here in the context of Plaintiff’s ADA claims, as with her FMLA claims, supra, Defendant

argues that there are legitimate, nondiscriminatory reasons for Plaintiff’s termination that have

nothing to do with her disability. However, as indicated previously in the context of Plaintiff’s

FMLA claims, the Court finds here too, in the context of her ADA claims, that Plaintiff has shown

evidence that Defendant’s stated reasons for her termination were pretext for discrimination and/or

retaliation because of her disability. (See Section III.B, supra).

2. Failure to Accommodate

Plaintiff also alleges in Count III that Defendant discriminated against her by failing to

accommodate her disability when it did not honor her requests (1) to take a break when she was

having anxiety, and (2) to be transferred to a new unit. Defendant argues that Plaintiff has not and

cannot demonstrate that she had asked to take breaks when she was having anxiety, or that she

applied for a transfer to a different position, nor is there evidence that she could have been

reasonably accommodated with a transfer.

To prove a failure to accommodate claim, a plaintiff must establish that (1) the employer

knew she was disabled, (2) she requested an accommodation, (3) the employer failed to make a

6 Defendant notes in briefing that Plaintiff has not produced evidence that she has PTSD and that her claims

should also be dismissed on this basis. Since Plaintiff was given approval to take FMLA leave, and since there does

not appear to be any dispute as to whether she has depression or anxiety, however, the Court finds that this issue is

not an appropriate basis for granting summary judgment in Defendant’s favor on all Counts.

good faith effort to assist her, and (4) she could have been reasonably accommodated. See Capps

v. Mondelez Global, LLC, 847 F.3d 144, 157 (3d Cir. 2017).

With regard to Defendant failing to honor Plaintiff’s request to take a break on January 14,

2020, during the PEP meeting, Defendant argues that Plaintiff had not discussed her need to take

breaks with Lucchetti prior to requesting a break in the middle of the meeting. However, Plaintiff

testified in deposition that at the end of December 2019 she did, in fact, make an arrangement with

Lucchetti for a way in which she could request a break if she was experiencing anxiety. (Docket

No. 45-1 at 30, 31). Plaintiff also testified that, after having made such arrangement with

Lucchetti, she then asked to take a break during her PEP meeting when she was having an anxiety

attack, but Lucchetti refused. (Id. at 30, 31). Based on this evidence, the Court finds that a

reasonable jury could conclude that Defendant failed to make an accommodation for Plaintiff by

allowing her to take such a break.

Regarding Plaintiff’s request to transfer out of Unit 4G, Defendant asserts that, under

UPMC policy, Plaintiff would have had to apply for a transfer in order to be considered for one.

Defendant points out that Plaintiff knew how the transfer process worked, given that she had

obtained her then-current position through that process, yet she did not apply for any such transfer

out of Unit 4G. Second, Defendant indicates that Plaintiff has shown no evidence that she could

have been reasonably accommodated even if she had applied for a transfer. See Donahue v.

Consol. Rail Corp., 224 F.3d 226, 234 (3d Cir. 2000); Rice v. Erie Indem. Co., No. 1:06-cv-176-

SJM, 2008 WL 11509304, at *17 (W.D. Pa. Sept. 30, 2008). Defendant argues that Plaintiff has

not and cannot identify any available positions, and that supervisors had determined that Plaintiff’s

behaviors and practices would be problematic anywhere in its facilities.

However, Plaintiff argues that she did inquire about or request a transfer. Specifically,

Plaintiff has shown evidence of at least two occasions on which she asked Lucchetti, Miller, and/or

Smith-Fortney whether it would be possible for her to transfer to another unit. (Docket Nos. 45-2

at 11; 45-3 at 4). Further, evidence of record indicates that discussion ensued regarding whether

Plaintiff could transfer and whether she could apply for a transfer. (Docket No. 45-3 at 4).

Additionally, although Defendant contends that employees in Plaintiff’s position were not able to

transfer (and that there may have been no other nursing positions available for Plaintiff), the Court

notes that Chief Nursing Officer Rader, when considering Plaintiff’s termination, asked Miller

whether Plaintiff had been disciplined “yet for the sloppy narc practice?” (to which Miller

incorrectly answered in the affirmative), and that Rader also stated, “Feel like we should pull back

on the term. What about moving her to another unit?” (Docket No. 45-2 at 47). Viewed in the

light most favorable to Plaintiff, since Rader herself was clearly considering whether a transfer for

Plaintiff was appropriate at that time, it appears that such a transfer could have been possible.

Based on the evidence presented, the Court finds that a reasonable jury could conclude that

Plaintiff did request a transfer, that such a transfer may have been possible, and thus that by

denying Plaintiff an opportunity to transfer, Defendant may have failed to grant Plaintiff a

reasonable accommodation for her disability.

Accordingly, to the extent Defendant’s motion seeks summary judgment as to Count III,

ADA discrimination, the motion is denied.

D. Count IV: Retaliation Under the ADA

Count IV of the Amended Complaint alleges that Defendant violated the ADA, 42 U.S.C.

§ 12203(a), when it terminated Plaintiff’s employment because, during the April 28th encounter,

Plaintiff requested a reasonable accommodation under the ADA. Defendant argues that, as with

Plaintiff’s FMLA claim, Defendant has articulated a legitimate, nondiscriminatory reason for her

discharge, which Plaintiff has not shown to be pretext for retaliation.

The ADA retaliation analysis is similar to the FMLA retaliation analysis set forth, supra.

Thus, a plaintiff must show “(1) protected employee activity; (2) adverse action by the employer

either after or contemporaneous with the employee’s protected activity; and (3) a causal connection

between the employee’s protected activity and the employer’s adverse action.” Krouse v.

American Sterilizer Co., 126 F.3d 494, 500 (3d Cir. 1997). Here again, the McDonnell Douglas

burden-shifting analysis is used in the ADA retaliation context. See Stouch v. Twp. of Irvington,

354 F. App’x 660, 667 (3d Cir. 2009).

As discussed in the context of Plaintiff’s FMLA retaliation claim, supra, Plaintiff has

provided evidence indicating that Defendant’s articulated reasons for her discharge were pretext

because she has shown evidence of a number of inconsistencies in the reasons provided for the

termination of her employment. Such inconsistencies may constitute evidence of pretext for

retaliation due to Plaintiff requesting a reasonable accommodation for her disability. (See Section

III.B, supra).

Accordingly, to the extent Defendant’s motion seeks summary judgment as to Count IV,

ADA retaliation, the motion is denied.

E. Count V: Plaintiff’s PHRA Claim

Because Defendant’s motion for summary judgment is denied as to Plaintiff’s claims under

the ADA at Counts III and IV of the Amended Complaint, Defendant’s motion is likewise denied

as to Plaintiff’s companion claim under the PHRA at Count V. See Williams v. Phila. Hous. Auth.

Police Dep’t, 380 F.3d 751, 761 n.6 (3d Cir. 2004) (noting that ADA and PHRA disability claims

are analyzed identically).

IV. CONCLUSION

Based on the foregoing, Defendant’s Motion for Summary Judgment is denied.

An order consistent with this Memorandum Opinion follows.

Dated: August 3, 2023 s/ W. Scott Hardy

W. Scott Hardy

United States District Judge

cc/ecf: All counsel of record

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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