Opinion

KELLY v. KINDER MORGAN, INC.

Court
District Court, E.D. Pennsylvania
Filed
Aug 28, 2024
Cited by
0 cases
Authority
More cited than 31.8%

approving analysis of PHRA claims as co-extensive with ADA and ADEA claims

How later courts described this case

  • approving analysis of PHRA claims as co-extensive with ADA and ADEA claims
  • suggesting that a temporary leave of absence might be considered a reasonable accommodation
  • requiring that a plaintiff show that conduct was both subjectively and objectively hostile or abusive

Written by the judges who cited it.

The opinion

IN THE UNITED STATES DISTRICT COURT

FOR THE EASTERN DISTRICT OF PENNSYLVANIA

BRUCE KELLY, JR., :

Plaintiff : CIVIL ACTION

:

v. : NO. 23-1595

:

KINDER MORGAN, INC., :

Defendant. :

August 28, 2024 Anita B. Brody, J.

MEMORANDUM

Plaintiff Bruce Kelly, Jr. brings this action against Defendant Kinder

Morgan, Inc., his employer until his termination in 2022. Kinder Morgan operates

terminals throughout North America that store and handle fuels and other liquid

and dry bulk materials. Kelly supervised the loading and offloading of cargo at its

Philadelphia-area terminal. Kelly alleges violations of the Americans with

Disabilities Act (“ADA”), the Family and Medical Leave Act (“FMLA”), the Age

Discrimination in Employment Act (“ADEA”), and the Pennsylvania Human

Relations Act (“PHRA”).1 Kinder Morgan moves for summary judgment (ECF

No. 22), and for the reasons stated below, I will grant the motion in part and deny

the motion in part.

1 I exercise jurisdiction under 28 U.S.C. §§ 1331 and 1367.

I. BACKGROUND

A. Employment history

Kelly began his career working at the stevedoring terminal along the

Delaware River in Fairless Hills, Pennsylvania in 1995. In 1997, he took a

position as a union worker with Kinder Morgan’s predecessor, where he rose to the

position of a supervisor. Kinder Morgan acquired the terminal in 2004 and hired

Kelly to continue to work as a supervisor there. Def.’s Statement of Undisputed

Material Facts (“Def.’s SUMF”) ¶¶ 1-2, 18, ECF No. 24. Kelly ultimately held the

title of Operations Superintendent and served as the only manager who oversaw

the night shift, where several crew leaders reported to him. Kelly reported to Larry

Bragg, the Operations Manager. Def.’s SUMF ¶¶ 21-34, 38, ECF No. 24. Bragg,

who primarily worked during the day, viewed Kelly as akin to his counterpart on

the night shift. He expected Kelly to be aware of everything that was going on at

the terminal at night and communicate those developments so that the day shift

could plan their day productively. Def.’s SUMF ¶ 32, ECF No. 24.

Kelly took FMLA leaves of absence at various times during his employment

at Kinder Morgan. In 2016, he took FMLA leave for gastric bypass surgery. In

2020, he took FMLA leave to have a stimulator device implanted in his back to

address back and leg pain associated with a prior injury. Def.’s SUMF ¶ 46, ECF

No. 24.

B. Negative performance review

In the summer of 2021, management began to prepare documentation and

notice to Kelly that his performance was not meeting expectations. Bragg decided

to put Kelly on a Performance Improvement Plan (“PIP”). Def.’s SUMF ¶ 72.

With the input of Gregg Hartnett, the Terminal Manager, Bragg drafted a

memorandum to Kelly about the need to participate in a performance improvement

process. Def.’s SUMF Ex. 16, ECF No. 24-16; Pl.’s Opp. Ex. J, ECF No. 27-13.

The memorandum identified three “Examples” of performance deficiencies that

Bragg and Hartnett had identified: (1) “You need to make better operational

decisions on the shift you are responsible for overseeing,” with particular examples

cited; (2) “Your communication and participation needs to be improved,” with

particular examples cited; and (3) “You have missed work and used unscheduled

leave multiple times in the past 6 months. These instances have put the terminal

and team at a disadvantage and had negative impacts on operations.” Def.’s

SUMF Ex. 16, ECF No. 24-16.

Utilizing a Kinder Morgan form, Bragg also completed the employer portion

of a written PIP form in which the employee was to add his response as to the

specific actions he would take to correct the areas identified as a performance

deficiency. Def.’s SUMF Ex. 17, ECF No. 24-17. The PIP form ultimately

identified four areas of performance deficiency, repeating the areas of (1) and (2)

from the lengthier memorandum and characterizing the remaining areas as: (3)

“Your duties observing vessel conditions, boarding vessels to see operations and

overseeing the calls made by crew leaders needs to be improved”; and (4) “You

must improve your attendance and schedule your leave in a timelier manner. In the

past few months you have taken unscheduled leave numerous times for issues or

circumstances at home.” Def.’s SUMF Ex. 17, ECF No. 24-17. Finally, Bragg

prepared a draft of a Performance Evaluation review form for Kelly, in the nature

of a mid-year review, which reflected that Kelly was not then meeting expectations

in 11 of the 15 competencies expected of Kinder Morgan management employees.

Def.’s SUMF Ex. 15, ECF No. 24-15. On August 30, 2021, Bragg called Kelly

into a meeting and presented him with the various documents concerning the PIP.

Def.’s SUMF ¶ 67, ECF No. 24.

At the conclusion of the meeting, Kelly agreed to participate in the PIP

process. He completed his portion of the PIP form where he was to describe how

he would improve in the four areas identified by Bragg. As to the fourth of the

four “performance deficiencies,” which concerned attendance and the timely

scheduling of leave, Kelly responded:

Performance Deficiency Response #4

| immediately make every effort to Improve upon my attendance and be at work on my scheduled shift when expected.

if | could speak to this... You stated that In the last few months or last 6 months I've had too much unscheduled time away. | agree,

but unfortunately these things were just as unscheduled in my life as they were here at the terminal, A little over 3 months ago |

was out 14 days due to my son contracting Covid and getting very sick. My wife and | were ordered confined to our home for

these 14 days by the Bucks County Board of Health or face fines and possibly jail time, | forwarded all communications with the

Board of Health to KM and when | was instructed by Kinder Morgan | could return to work before these 14 days were up. |

planned on returning that next day. But when the HR department recelved a copy of the letter | received from the Board of Health

they later said no do not return. Follow the Instructions in the letter. So | don’t know what else | could have done there.

Most recently | missed 4 days unexpectedly because | thought | contracted Covid myself. | followed the KM and CDC protocol. For

3 of the 4 days | had a fever that ranged between 400 and 103+. While | had the fever I’m not to report to work. But you re saying

thls isn’t acceptable. Please tell me what it was | should have done different in either of these situations? Without these two

incidents | believe | had a couple times | needed to use a Personal Day. Otherwise | don’t believe there would be an Issue. Maybe

i'm wrong?

Pl.’s Opp. Ex. J, ECF No. 27-13.

Kelly met with Bragg periodically to review his progress under the PIP. At

some of those sessions, Bragg noted that Kelly had improved, and attendance was

not cited as a continuing issue. But notes from other sessions reflect that Kelly still

did not meet Bragg’s expectations in other areas on a consistent basis. Def.’s

SUMF 4 100, ECF No. 24; Def.’s SUMF Exs. 19-21, ECF Nos. 24-19, 24-20, 24-

21. The last progress meeting that Bragg held with Kelly before the 90-day PIP

was initially set to end was on November 11, 2021. Def.’s SUMF 4 107, ECF No.

24. At that time, Bragg marked Kelly’s performance as “acceptable” in three of

the four designated problem areas, but not with respect to “communications with

operational items and increas[ing his] participation in required areas at the

terminal.” Pl.’s Opp. Ex. N, ECF No. 27-17.

C. FMLA leave

On November 29, 2021, the day before the PIP period was set to expire,

Kelly reported that he would be absent for his shift, telling Bragg that it was due to

kidney stones. Def.’s SUMF ¶ 107, ECF No. 24. However, shortly thereafter,

Kelly wrote this email to Hartnett, the Terminal Manager:

Gregg I’m writing only you because I want to be honest

in what’s going on but really don’t want the entire world

knowing my business. I don’t have kidney stones I regret

sending that email but at the time wasn’t sure what to do.

Being your TM and we’ve known each other a very long

time I figured I’d open communication with you.

I’ve taken pain medication for many years for my back

and my legs. I’ve decided to come off the medication

because it seems the spinal stimulator I had put in my

back is controlling things pretty good but I’ve taken this

medication so long I have to detox from it and this I

wouldn’t wish on anyone. Not even Larry! Im doing it

from home and it’s doctor supervised it’s just going to

take time to get out of my system. I’ll be the better for it

once it’s all done but right now it sucks!!!

I know I’m on the PIP and feel I have really got the night

shift running well but had to do this now. I've been

putting it off and putting it off and I want to start 2022

fresh and new. I promise you I will be the better for it

and I hope you’ll give me a chance to prove it with this

PIP hanging over me.

Again I hope we can keep this between us and I’ll keep

you informed. My doctors office will take care of all the

paperwork.

Pl.’s Opp. Ex. P, ECF No. 27-19. Kinder Morgan approved Kelly for a period of

FMLA leave beginning November 30, 2021. Def.’s SUMF ¶ 46, ECF No. 24.

Kelly’s abrupt announcement that he was going out on leave was not well-

received by Kinder Morgan’s management. A December 1 internal email from the

Hartnett to Regional Manager Christopher Hamm and HR Regional Manager

David Price stated:

Dave/Chris

I am not sure how to describe Bruce’s status or how to

proceed. Larry and I don’t believe he is showing the

improvement we would like to see and we were

contemplating termination or extending the current PIP

when we were just blindsided by Bruce’s attached

emails. If you read the emails attached you can see

Bruce last minute missed his shift again claiming he had

kidney stones but then sends an email only to me saying

that he is detoxing from the prescriptions drugs he has

been on for his back and has wanted to do this for a while

now. In my opinion Bruce is not a workforce employee

or even a crew leader who we would expect this type of

poor planning and communication from but is a manager

who if was planning to go off his medication and now

cannot make it into work is part of the reason he was

placed on the PIP to begin with. I am not sure how to

proceed or how to even answer Bruce. Attached are the

last few meeting notes as well as Larry’s notes he did not

sign and give back the notes from 11/11 which was his

last meeting due to the holidays he would have had a

meeting tomorrow had he not missed work now. I am

not sure if you both would like to discuss the proper

course of action with this but I have not answered

Bruce’s email as of yet.

Pl.’s Opp. Ex. Q, ECF No. 27-20.

Kelly returned to work following his FMLA leave. He took additional time

off in January 2022 when his mother died, following which both he and his wife

caught Covid, which required him to be out for an additional period. He next had a

PIP meeting with Bragg on February 9, 2022. Bragg rated him as unacceptable in

all four areas indicated in the plan. As to the attendance area, Bragg noted that

Kelly was still not providing ample notice when calling out “for personal issues.”

Pl.’s Opp. Ex. Y, ECF No. 27-28; Def.’s SUMF Ex. 22, ECF No. 24-22.

D. Termination

Internal emails between February 14 and 23, 2022 show that Hartnett,

Hamm, and Price were discussing whether they should terminate Kelly or give him

another month on the PIP. Def.’s SUMF ¶ 116, ECF No. 24. They ultimately

reached the conclusion that Kelly was not progressing as they would have liked

and that the opportunity to improve performance had gone on too long. Pl.’s Opp.

Ex. BB, ECF No. 27-31. Hartnett tasked Bragg with conveying to Kelly the

company’s decision to terminate him for failing to make improvements to an

acceptable level, and Bragg did so in a meeting with Kelly on March 10, 2022.

Def.’s SUMF ¶ 119, ECF No. 24.

Kelly was 52 years old at the time of his termination. Kinder Morgan did

not immediately fill Kelly’s position as Operations Superintendent. Def.’s SUMF

¶ 131, ECF No. 24. Bragg, who was ten years older than Kelly, retired in the

following months. Def.’s SUMF ¶¶ 126-27, ECF No. 24. In June 2022, Kinder

Morgan promoted a 36-year old crew leader into the Operations Manager position

vacated by Bragg. Def.’s SUMF ¶ 138, ECF No. 24.

II. PROCEDURAL BACKGROUND

After filing an administrative charge, Kelly filed this lawsuit here. Count I

of his complaint, as amended on December 7, 2023, asserts four types of violation

of the ADA. Count II asserts two types of violation of the FMLA. Count III

asserts a violation of the ADEA. Counts IV and V assert violations of the PHRA

for disability (like Count I) and for age (like Count III). Am. Compl., ECF No. 17.

On March 15, 2024, Kinder Morgan moved for summary judgment,

supported by a Statement of Undisputed Material Facts. Def.’s Mot. Summ. J.,

ECF No. 22; Def.’s SUMF, ECF No. 24. Plaintiff responded on April 19, 2024

with a memorandum of law, a response to Defendant’s statement of facts, and his

counterstatement of undisputed material facts. Pl.’s Opp., ECF No. 27; Pl.’s Resp.,

ECF No. 27-1. Kinder Morgan filed a reply and responded to the counterstatement

of facts on May 6, 2024. Def.’s Reply, ECF No. 30; Def.’s Resp., ECF No. 30-1.

III. LEGAL STANDARD

Summary judgment should be granted “if the movant shows that 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). A fact is “material” if it “might affect the

outcome of the suit under the governing law.” Anderson v. Liberty Lobby, Inc., 477

U.S. 242, 248 (1986). A factual dispute is “genuine” if the evidence would permit

a reasonable jury to return a verdict for the nonmoving party. Id. The moving party

“always bears the initial responsibility of informing the district court of the basis for

its motion.” Celotex Corp. v. Catrett, 477 U.S. 317, 323 (1986).

Where, as here, the moving party does not have the burden of proof on the

relevant issues, the court “must determine that the deficiencies in the opponent’s

evidence designated in or in connection with the motion entitle the moving party to

judgment as a matter of law.” Anchorage Assocs. v. Virgin Islands Bd. of Tax

Revenue, 922 F.2d 168, 175 (3d Cir. 1990) (citing Celotex Corp., 477 U.S. 317). If

the facts alleged by the movant are not disputed, the Court may grant summary

judgment “if the motion and supporting materials—including the facts considered

undisputed—show that the movant is entitled to it.” Fed. R. Civ. P. 56(e)(3).

In ruling on a motion for summary judgment, the Court must draw all

inferences from the facts in the light most favorable to the nonmoving party.

Matsushita Elec. Indus. Co. v. Zenith Radio Corp., 475 U.S. 574, 587 (1986). In

opposing a motion for summary judgment, the nonmoving party may not “rely

merely upon bare assertions, conclusory allegations or suspicions.” Fireman’s Ins.

Co. of Newark, N.J. v. DuFresne, 676 F.2d 965, 969 (3d Cir. 1982). The materials

in the record that parties may rely on include “depositions, documents,

electronically stored information, affidavits or declarations, stipulations (including

those made for purposes of the motion only), admissions, interrogatory answers, or

other materials.” Fed. R. Civ. P. 56(c)(1)(A).

IV. DISCUSSION

Kinder Morgan alleges that Kelly’s claims fail because his termination was

due to performance issues unrelated to disability, leave usage, or his age. It also

contends that it did not subject him to harassment nor deny him use of protected

leave during his employment. However, Kelly has presented evidence that raises

genuine issues of material fact as to several of his claims when viewed in the light

most favorable to him.

A. ADA Claims

Kelly alleges that Kinder Morgan violated the ADA both during his

employment and in terminating him either because he was disabled within the

meaning of the ADA or because Kinder Morgan regarded him as such. He identifies

four distinct theories in Count I: adverse action, retaliation, hostile work

environment, and failure to provide reasonable accommodations.

Our Court of Appeals recognizes that the ADA prohibits an employer from:

(1) subjecting the employee to an adverse employment action motivated by prejudice

or fear; or (2) failing to provide a reasonable accommodation for a disability. Taylor

v. Phoenixville Sch. Dist., 184 F.3d 296, 306 (3d Cir. 1998). The ADA also prohibits

retaliation on the basis of certain activities protected by statute. 42 U.S.C.

§ 12203(a); Krouse v. American Sterilizer Co., 126 F.3d 494, 500 (3d Cir. 1997).

The ADA discrimination and retaliation claims are adjudicated subject to the

burden-shifting framework set out in McDonnell Douglas Corp. v. Green, 411 U.S.

792 (1973). Shaner v. Synthes, 204 F.3d 494, 500 (3d Cir. 2000). If a plaintiff makes

out a prima facie case of discrimination or retaliation, the burden shifts to the

defendant employer “to articulate some legitimate, nondiscriminatory reason for the

employee’s rejection.” McDonnell Douglas, 411 U.S. at 802. If the defendant

carries this burden, the plaintiff must then prove by a preponderance of the evidence

that the legitimate reasons offered by the defendant are a pretext for discrimination.

Jones v. School Dist. of Philadelphia, 198 F.3d 403, 410 (3d Cir. 1999). He can do

so either by pointing to reasons to disbelieve the employer’s stated reasons or by

pointing to evidence supporting a conclusion that the improper reason was more

likely than not the reason for the termination. Fuentes v. Perskie, 32 F.3d 759, 764-

65 (3d Cir. 1994).

Two of Kelly’s ADA claims will proceed past summary judgment, for the

reasons set forth below.

1. Adverse action claim

A plaintiff seeking relief for an adverse employment action that he suffered

due to disability bears the initial burden of establishing a prima facie case, that: (1)

he has a disability as defined by the ADA, or is perceived as disabled; (2) he was

“qualified” to perform the essential functions of the position; and (3) he was

subjected to the adverse action, e.g., terminated, “because of” the disability (or

perceived disability). Gaul v. Lucent Tech., Inc., 134 F.3d 576, 580 (3d Cir. 1998).

Kinder Morgan does not contend that Plaintiff was not “qualified” for the

position he held. Rather, it challenges whether he had a disability and whether the

disability was the cause of his termination.

Congress has defined “disability” in the ADA, with respect to an individual,

to mean: “(A) a physical or mental impairment that substantially limits one or more

major life activities of such individual; (B) a record of such an impairment; or (C)

being regarded as having such an impairment” as described in the act. 42 U.S.C.

§ 12102(1). It defined “major life activities” to include, but not be limited to,

“caring for oneself, performing manual tasks, seeing, hearing, eating, sleeping,

walking, standing, lifting, bending, speaking, breathing, learning, reading,

concentrating, thinking, communicating, and working.” Id. § 12102(2)(A).

Congress has since reiterated that: the statutory definition of “disability” in the

ADA should be “construed in favor of broad coverage of individuals …, to the

maximum extent” permitted by the terms of the statute; the term “substantially

limits” must be interpreted consistently with the findings and purposes of the ADA

Amendments Act of 2008; and an impairment that substantially limits one major

life activity may reflect a disability even if it does not limit other major life

activities. Id. § 12102(4).

Kelly contends that he is a qualified individual with a disability because he

suffered from “very serious back and leg problems including disc problems, spinal

stenosis, neuropathy, and other serious health complications” and that the severe

pain these conditions causes limited his ability, at times, to perform daily activities

such as “moving and bending (among other daily life activities).” Am. Compl.

¶¶ 24-25, ECF No. 17. Kinder Morgan responds that Kelly does not meet the

definition of disability because he denied that he was “disabled” when questioned

at his deposition and because he testified as to the various physical functions of his

position at Kinder Morgan that he could still perform despite his back problems.

Def.’s Mem. of Law 14-15, ECF No. 22-1.

Whether Kelly has a disability under the ADA implicates questions of fact

that preclude summary judgment. Kelly testified in his deposition that his back

problems prevented him from walking for considerable periods of time and lifting

over 50 lbs. Pl.’s Opp. Ex. A, Kelly Dep. 237-38, 240, ECF No. 27-4. He also

testified that he would call out at times when work was slow if his back was

bothering him, and that he would tell Bragg when his absences were due to

flareups of back pain. Id. at 240-41, 244, 349-40. He stated in an affidavit he

submitted with his opposition to Kinder Morgan’s summary judgment motion that

Bragg asked him if he was failing to board and inspect ships – one of the areas in

which his performance was viewed as deficient – because back pain prevented him

from doing the necessary climbing. Pl.’s Opp. Ex. B, Kelly Aff. ¶ 14, ECF No. 27-

5. With this testimony, Kelly has adduced sufficient evidence to raise a genuine

issue of material fact as to his protected status under the ADA and/or his

employer’s perception that he had a disability.

With respect to the causal connection, it is undisputed that at least some of

the areas in which Kelly was identified as having deficient performance – which

were then cited as the reason for his termination – related to his absences and

concerns that he was not performing required tasks, such as boarding vessels, for

reasons associated with his back condition. Kelly satisfies the prima facie

elements for purposes of summary judgment review.

Under the McDonnell Douglas framework, once a plaintiff makes out a

prima facie case of disability discrimination in his termination, then the employer

must articulate a non-discriminatory reason for taking that action against him.

Kinder Morgan contends that Kelly was terminated due to performance issues and

lack of progress in making improvements in the areas identified in the PIP process

that are unrelated to attendance. Kinder Morgan satisfies its burden at the

summary judgment stage.

Then the burden returns to the employee to point to reasons a factfinder

could disbelieve the employer or conclude that discriminatory animus was more

likely than not the reason for the termination. These questions require evaluations

that must be made by a jury. These facts do not warrant summary judgment for

Kinder Morgan.

2. Retaliation claim

Kelly also claims that his termination was an act of unlawful retaliation for

requesting accommodation of his disability.

With respect to retaliation, the ADA provides:

No person shall discriminate against any individual

because such individual has opposed any act or practice

made unlawful by this chapter or because such individual

made a charge, testified, assisted, or participated in any

manner in an investigation, proceeding, or hearing under

this chapter.

42 U.S.C. § 12203(a). The Third Circuit has held that prohibited conduct under this

section of the ADA includes “retaliation against an employee for requesting an

accommodation.” Sulima v. Tobyhanna Army Depot, 602 F.3d 177, 188 (3d Cir.

2010).

To present a prima facie case of ADA retaliation, Kelly must show that (1) he

participated in an activity protected by the ADA, (2) he was subjected to a materially

adverse action at the time, or after, the protected conduct took place, and (3) there

was a causal connection between the protected activity and the adverse action.

Krouse v. American Sterilizer Co., 126 F.3d 494, 500 (3d Cir. 1997). A request for

reasonable accommodations in good faith constitutes participating in an activity

protected by the ADA and fulfills the first prong of this analysis. Shellenberger v.

Summit Bancorp, Inc., 318 F.3d 183, 190-91 (3d Cir. 2003). Leave time to recover

from a condition can be a reasonable accommodation under the ADA. See

Conoshenti v. Public Svc. Elec. & Gas Co., 364 F.3d 135, 151 (3d Cir. 2004)

(suggesting that a temporary leave of absence might be considered a reasonable

accommodation). The causation element of this cause of action can be met by

unusually suggestive temporal proximity, a pattern of antagonism, or where the

record as a whole permits an inference of causation. LeBoon v. Lancaster Jewish

Cmty. Ctr. Ass’n, 503 F3d. 217, 232-33 (3d Cir. 2007).

Kinder Morgan contends that the only ADA-protected activity in which

Kelly engaged were his requests for “block leave” – his FMLA leaves of absence –

and that those requests for leave were not the cause of his termination. It contends

there is no temporal proximity between his leave requests and his termination

because the termination decision was effectively made as a result of his lack of

improvement while on the PIP, which pre-dated his final leave request, even if the

decision was not implemented until March 2022, after Kelly returned from leave.

Kelly considers the ADA-protected activity in which he engaged as his requests

and utilization of “ADA and FMLA qualifying protected medical leave to care for

his medical conditions.” Pl.’s Opp. 13, ECF No. 27-1. He refers to taking “block

leave” to care for his various medical conditions – as recognized by Kinder

Morgan as well – but also to his periodic call-outs when he had flare-ups of his

back condition, which he believes should have been excused as an accommodation

of his disability. Id. at 15.

The record yields more than one interpretation of how Kinder Morgan

viewed Kelly and the impact of his unscheduled absences on its decision to

terminate his employment. With respect to his use of block leave, the record

demonstrates that Kinder Morgan terminated Kelly not long after his return to

work at the end of 2021. The final PIP meeting he had with Bragg prior to his

termination, in February 2022, again identified his attendance as an area in which

he had not made acceptable progress. A jury could reasonably find – as Kelly

himself believed – that the comment in the February 2022 PIP meeting notes that

he “continues to trend towards not providing ample notice to management for

personal issues causing him to miss time at work” was a reference by Bragg to

Kelly’s detox leave. Pl.’s Opp. Ex. Y, ECF No. 27-28; see also id. (reflecting

response by Kelly that he notified Hartnett at the start of his short-term disability

leave). In addition, the first documentation that Kinder Morgan was contemplating

termination was memorialized in communications just after Kelly made his request

for that leave on November 30, 2021. A reasonable jury could find from the record

that Kinder Morgan’s decision to terminate Kelly would not have occurred but for

his unscheduled requests for leave arising from his back issues, including his last-

minute request to take leave to step down from pain medications.

Kelly has cast sufficient doubt on Kinder Morgan’s reasoning for the

termination to raise a genuine issue of material fact about whether its decision was

retaliatory. His retaliation claim under the ADA will therefore proceed past

summary judgment.

3. Hostile work environment claim

Kelly also alleges that he was subjected to a hostile work environment on

account of his disability. Am. Compl. ¶¶ 64, 67 & Count I, ECF No. 17. A hostile

work environment claim, first recognized in the context of Title VII, requires an

employee to show that: (1) he suffered intentional discrimination because of the

protected characteristic, (2) the discrimination was severe or pervasive, (3) the

discrimination detrimentally affected him, (4) the discrimination would

detrimentally affect a reasonable person in like circumstances, and (5) that there is a

basis for respondeat superior liability. Mandel v. M & Q Packaging Corp., 706 F.3d

157, 167 (3d Cir. 2013). To qualify as actionable harassment, there must have been

conduct attributable to the employer that was based upon the employee’s protected

characteristic and was “sufficiently severe or pervasive to alter the conditions of his

employment and create an abusive working environment.” Walton v. Mental Health

Ass’n of Southeastern Pa., 168 F.3d 661, 666 (3d Cir. 1999) (citing Harris v. Forklift

Sys., Inc., 510 U.S. 17, 21 (1993)). The Third Circuit has assumed that the ADA

provides a cause of action for hostile work environment claims. Id.

Kinder Morgan contends that Kelly cannot establish that he was harassed

“based on his disability” or that he was subjected to harassment that could be

described as “severe and pervasive.” Its concerns are justified. Kelly’s amended

complaint refers to “pretextual discipline and demeaning and/or discriminatory

treatment towards him.” Am. Compl. ¶ 64, ECF No. 17. But his brief in

opposition to Kinder Morgan’s summary judgment motion does not point to any

evidence in the record to enable a jury to find that a reasonable person would find

the work environment to be abusive. See Harris, 510 U.S. at 21-22 (requiring that

a plaintiff show that conduct was both subjectively and objectively hostile or

abusive). He has not shown that he was subjected to any harassment, including

threats, humiliating comments, or offensive utterances.

There is also a deficiency in the connection between any allegedly hostile

environment and the question of disability. Even if the PIP was triggered in part

based on absenteeism issues, some of which may have been associated with

disability, there is no evidence that the work environment had become oppressive

or hostile in any way. And Kelly made no complaints to upper levels of

management that Bragg, for example, was making the work environment hostile to

him on account of his alleged disability, even though he had open channels of

communication with those above Bragg in Kinder Morgan management. See, e.g.,

Pl.’s Opp. Ex. P, ECF No. 27-19 (11/30/21 email from Kelly to Hartnett, the

Terminal Manager).

Kelly fails to demonstrate that he was subjected to any harassment rising to

the level of a hostile working environment based on his disability. Summary

judgment will be granted to Kinder Morgan as to this claim.

4. Failure to accommodate claim

The final claim that Kelly asserts under the ADA is that Kinder Morgan did

not satisfy its obligation to offer a reasonable accommodation of his disability.

The ADA requires an employer to make “reasonable accommodations to the

known physical or mental limitations of an otherwise qualified individual with a

disability who is an applicant or employee,” unless the employer can “demonstrate

that the accommodation would impose an undue hardship on the operation of [its]

business[.]” 42 U.S.C. § 12112(b)(5)(A). This cause of action requires the employee

to show that: “1) the employer knew about the employee’s disability; 2) the

employee requested accommodations or assistance for his or her disability; 3) the

employer did not make a good faith effort to assist the employee in seeking

accommodations; and 4) the employee could have been reasonably accommodated

but for the employer’s lack of good faith.” Taylor v. Phoenixville Sch. Dist., 184

F.3d 296, 319-20 (3d Cir. 1998).

This cause of action is inapplicable here. Kelly received the only

accommodation that he ever requested for any disability he had: block leave time.

Kelly does not allege that he was denied other requested accommodations. As Kelly

has not introduced evidence sufficient to support a prima facie claim that he was

denied reasonable accommodations, summary judgment will be granted as to this

claim.

B. FMLA Claims

The FMLA provides, in relevant part, that eligible employees are entitled to

12 workweeks of leave during any 12-month period due to the employee’s serious

health condition. 29 U.S.C. § 2612(a)(1). When an employee returns from FMLA

leave, the employer must restore the employee to the same or equivalent position he

held, with equivalent benefits and comparable conditions of employment. Id.

§ 2614(a).

Kelly asserts that Kinder Morgan violated his rights under the FMLA in two

distinct respects. Only one of these claims raises genuine issues of material fact to

proceed to trial.

1. FMLA Interference

The FMLA prohibits both “interference with proceedings and inquiries” and,

as described below, “interference with rights”:

(1) Exercise of rights

It shall be unlawful for any employer to interfere with,

restrain, or deny the exercise of or the attempt to

exercise, any right provided under this subchapter.

(2) Discrimination

It shall be unlawful for any employer to discharge or in

any other manner discriminate against any individual for

opposing any practice made unlawful by this subchapter.

29 U.S.C. § 2615(a).

Actionable interference with the exercise of FMLA rights is established

where: (1) the employee was an eligible employee under the FMLA; (2) the

employer is a covered employer; (3) the employee was entitled to FMLA leave; (4)

the employee expressed an intention to take FMLA leave; and (5) the employer

denied leave to which the employee was entitled, i.e., the FMLA benefits “were

actually withheld.” Ross v. Gilhuly, 755 F.3d 185, 191-92 (3d Cir. 2014). The

McDonnell-Douglas burden shifting analysis does not apply in this cause of action.

Sommer v. Vanguard Grp., 461 F.3d 397, 399 (3d Cir. 2006).

In his amended complaint, Kelly alleged a number of circumstances that he

believed constituted violations of the FMLA, including:

• “failing to inform Plaintiff of his individualized FMLA rights,” which he

believed reflected a failure to follow proper notice, designation, and

information regulations of the FMLA;

• “making negative comments and/or taking actions towards him that would

dissuade a reasonable person from exercising his rights under the FMLA;”

and

• “failing to designate Plaintiff’s intermittent time off during his employment

with Defendant as FMLA-qualifying or FMLA protected leave.”

Am. Compl. ¶ 76, ECF No. 17.

As to the interference contentions, Kelly asserts in his brief in opposition to

summary judgment that he adduced evidence that Kinder Morgan’s conduct “would

discourage [him] from taking FMLA leave[.]” Pl.’s Opp. 37, ECF No. 24-1;see also

29 C.F.R. § 825.220(b) (reflecting Department of Labor interpretation that

interference claims under § 2615(a)(1) encompass actions that “restrain” or

“discourage” an employee from taking FMLA leave). He also noted that Kinder

Morgan “never presented him with his rights under the FMLA related to his

intermittent leave” – presumably a reference to unscheduled call-outs that Kelly says

he attributed to back pain – and to his January 2022 COVID-19 absences. Pl.’s Opp.

37, ECF No. 24-1. This evidence, however, does not satisfy the criteria for an

interference claim.

This cause of action requires the employee to have expressed an intention to

take FMLA leave, following which the employer denied leave. Our Court of

Appeals is clear on this point.2 See Ross, 755 F.3d at 191-92; Sommer, 461 F.3d at

2 Plaintiff cites to non-binding district court decisions suggesting that actionable

FMLA interference includes conduct by the employer that could have a “chilling

effect” on the employee’s desire to invoke his FMLA rights. Pl.’s Opp. 36-37,

ECF No. 27-1. This theory, however, has not been accepted by the Third Circuit.

Plaintiff ignores the clear precedents of Ross, supra, and Capps v. Mondelez

Global, 847 F.3d 144 (3d Cir. 2017), which require that the employee have been

denied an FMLA benefit to which he was entitled in order to make out an

399; Callison v. City of Philadelphia, 430 F.3d 117, 119 (3d Cir. 2005). Here, Kelly

requested FMLA leave at three different points in his employment, the last of which

was at the end of November 2021. He was granted each leave he requested. There

is no evidence in the record from which a jury could find that Kinder Morgan

restrained or discouraged Kelly from taking protected leave. Summary judgment

will be granted to Kinder Morgan on the FMLA interference claim.

2. FMLA Retaliation

Kelly also alleges that he was retaliated against because he used FMLA leave.

To establish an FMLA discrimination or retaliation claim, an employee must

demonstrate that: (1) he invoked an FMLA right; (2) he suffered an adverse

employment action; and (3) his leave or exercise of his FMLA rights had a causal

connection to that adverse action. Ross, 755 F.3d at 193. As with the ADA

discrimination and retaliation provisions above, an employer can rebut this prima

facie case by articulating a legitimate reason for the adverse employment action.

Krouse, 126 F.3d at 500. If an employer meets that obligation, the burden shifts

back to the plaintiff to rebut the employer’s explanation of the reasoning behind the

adverse employment action. Id.

As described above as to the ADA retaliation claim, while Kinder Morgan

may have a strong case justifying termination on the basis of performance, there

interference claim.

are questions of fact for a jury to decide as to whether Kelly’s invocation and use

of FMLA leave at the end of 2021 motivated the termination decision. While

Kinder Morgan was clearly concerned about Kelly’s performance prior to his

utilization of FMLA leave on November 30, 2021, there was not yet any

documentation that termination had been decided upon. Bragg testified that he had

decided to terminate around the time of the November 11, 2021 PIP meeting. Pl.’s

Opp. Ex. E, Bragg Dep. 63, ECF No. 27-8. However, other evidence in the record

casts doubt on the timing of that decision. An email message that Hartnett, the

terminal manager, composed on December 1, 2021 reflected only that termination

had been under consideration by Bragg and himself, but not that it was determined.

Pl.’s Opp. Ex. Q, ECF No. 27-20. Moreover, the record supports the view that

Hartnett and Bragg viewed Kelly’s perceived failure to coordinate the timing of his

FMLA leave to step down from his pain medications as further evidence that he

did not appreciate operational concerns. See id. In addition, following his return

from FMLA leave, Bragg again criticized Kelly in the February PIP meeting for

not providing ample notice when calling out “for personal issues.” Pl.’s Opp. Ex.

Y, ECF No. 27-28.

Kelly’s FMLA retaliation claim will proceed to trial because Kelly

demonstrates that there is a genuine dispute of material fact about whether he was

terminated due to his use of FMLA leave time.

C. ADEA Claim

The final federal claim Plaintiff asserts is one of age discrimination.

The ADEA prohibits employers from “discharg[ing] any individual or

otherwise discriminat[ing] against any individual with respect to his compensation,

terms, conditions, or privileges of employment, because of such individual’s age.”

29 U.S.C. § 623(a)(1). To prevail on an ADEA claim, a plaintiff must establish

that age was the “but-for” cause of the adverse employment action. Gross v. FBL

Fin. Servs., Inc., 557 U.S. 167, 177-78 (2009). This standard is also described as

meaning that the plaintiff’s age was “a determinative factor” in the termination

decision. Id.

Our circuit precedents assume that the ADEA analysis proceeds according to

the McDonnell Douglas burden-shifting framework utilized in other federal causes

of action. Willis v. UPMC Children’s Hosp. of Pittsburgh, 808 F.3d 638, 644 (3d

Cir. 2015). The elements of a prima facie case of age discrimination are: (1) the

plaintiff is at least forty years old; (2) he suffered an adverse employment decision;

(3) he was qualified for the position in question; and (4) he was ultimately replaced

by another employee who was sufficiently younger so as to support an inference of

a discriminatory motive. Id. Where the plaintiff is not directly replaced, however,

the fourth element is satisfied if he provides facts which “if otherwise unexplained,

are more likely than not based on the consideration of impermissible factors.” Id.

(quotation omitted).

Kelly was over 40 years old and was terminated from a position for which

he was qualified, so he satisfies prongs 1, 2, and 3. The question comes down to

whether the circumstances of the termination suggest that Kelly’s age was a

determinative factor in the termination decision. This record does not contain

sufficient evidence from which a jury could find age discrimination in the

termination decision. There is no direct evidence of age discrimination. No age-

related comments were ever made about Kelly by Bragg or anyone else. There is

no other evidence that Bragg maintained any animus towards Kelly based on his

age — Bragg was even older than Kelly.

Plaintiff relies upon two pieces of evidence to suggest that age was a

determinative factor in the termination decision. First, one of the items in the

annual review form, which Bragg previewed with Kelly at their August 30, 2021

meeting, concerned identifying a “successor.” Pl.’s Opp. Ex. I, ECF No. 27-12.

Kelly contends that because Bragg wanted him to identify a “successor,” he was

effectively pushing him to retire, which can be seen as age discrimination. This is

not a reasonable reading of the record. The “successor” item was just one item in

Kinder Morgan’s annual review form. It was not the focus of the plan to improve

Kelly’s performance, nor was the lack of an identified “successor” referenced in

any of the numerous emails that are in the record concerning the reasons Kinder

Morgan was concerned about Kelly’s performance.

Second, Plaintiff believes that he was replaced on the night shift by the crew

leaders, all of whom were younger than he. While certain operational duties may

have been picked up by the crew leaders in Kelly’s absence on an interim basis,

there is no genuine dispute in the record that Kelly’s position had not been filled

even months later. There are no facts concerning a replacement from which a jury

could infer that Kelly’s age was a determinative factor in the company’s decision

to terminate him.

Kelly fails to make out a prima facie case of age discrimination. Summary

judgment will be granted on the ADEA claim.

D. PHRA Claims

Finally, Kelly brings claims against Kinder Morgan under the Pennsylvania

Human Relations Act, 43 P.S. §§ 951-963, alleging discrimination on the basis of

his disability and/or perceived disability as well as his age. Am Compl. Counts IV,

V, ECF No. 17.

Disability and age discrimination claims under the PHRA are evaluated under

the same standards as claims under the ADA and ADEA. See Kelly v. Drexel Univ.,

94 F.3d 102, 105 (3d Cir. 1996) (approving analysis of PHRA claims as co-extensive

with ADA and ADEA claims); Taylor v. Phoenixville Sch. Dist., 184 F.3d 296, 306

(3d Cir. 1998).

Because Kelly’s adverse-action and retaliation ADA claims against Kinder

Morgan raise genuine disputes of material facts, his PHRA claim of disability

discrimination on these bases in Count IV necessarily does as well. But the

deficiencies identified as to the age discrimination claim asserted under the ADEA

apply with the same force to the claim for age discrimination under the PHRA in

Count V. Therefore, summary judgment will be granted in part as to Kelly’s PHRA

claim of disability discrimination and in full as to his PHRA claim alleging age

discrimination.

V. CONCLUSION

For the reasons discussed above, I will grant Defendant’s Motion for

Summary Judgment (ECF No. 22) as to Kelly’s ADA reasonable accommodations

and hostile work environment claims, his FMLA interference claim, his ADEA

claim, and his PHRA claims alleging failure to offer reasonable accommodations,

hostile work environment, and age discrimination. Summary judgment will be

denied as to Kelly’s adverse-action and retaliation ADA claims, his FMLA

retaliation claim, and his PHRA claim asserting adverse action disability

discrimination and retaliation. An appropriate order follows.

_s/ANITA B. BRODY, J._____

ANITA B. BRODY, J.

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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