Ocasio-Hernandez v. Fortuno-Burset
777 F.3d 1
1st Cir.2015Background
- Fourteen trust-service employees were terminated from the Puerto Rico governor’s mansion shortly after a new governor took office.
- Termination letters gave no specific reasons, citing only statutory authority to freely dismiss trust-service employees.
- Plaintiffs alleged they were fired due to opposition-party affiliation in violation of the First Amendment and related state laws.
- District court initially dismissed all federal and state claims; on appeal we vacated and remanded some claims, prompting further proceedings.
- On summary judgment, the district court held there was no evidence that Fortuño, Vela, Blanco, or Berlingeri knew the plaintiffs’ political affiliations or that politics motivated the terminations; the court dismissed the claims against all defendants.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Whether defendants knew plaintiffs' political affiliations | Workers argue knowledge can be inferred from circumstantial evidence. | Defendants contend no direct or circumstantial evidence shows knowledge. | Summary judgment affirmed for lack of knowledge evidence. |
| Whether political affiliation motivated the terminations (Mt. Healthy analysis not reached) | Discrimination shown prima facie; burden shifts to show same action would occur anyway. | Defendants argue lack of evidence of motivation or knowledge. | Court affirmed dismissal on lack of evidence of knowledge and causation. |
| Whether Berlingeri’s knowledge was sufficient to defeat summary judgment | Knowledge of affiliations by Berlingeri could be inferred from role and timing. | Record lacked sufficient evidence of Berlingeri’s knowledge. | Affirmed on the ground of insufficient knowledge evidence for Berlingeri as well. |
| Whether the district court properly denied a Rule 59(e) motion to alter judgment | Disputed hearsay evidence should have been before the court. | Hearsay issue was ancillary since the judgment is being affirmed on other grounds. | Rule 59(e) denial affirmed; no reversible error identified. |
Key Cases Cited
- Ocasio-Hernández v. Fortuño-Burset, 640 F.3d 1 (1st Cir. 2011) (standard for political discrimination and knowledge element in First Amendment claims)
- Padilla-Garcia v. Guillermo Rodriguez, 212 F.3d 69 (1st Cir. 2000) (Mt. Healthy-type analysis for political discrimination; evidentiary burden)
- Martínez-Vélez v. Rey-Hernández, 506 F.3d 32 (1st Cir. 2007) (circumstantial evidence can show knowledge of political affiliation)
- Anthony v. Sundlun, 952 F.2d 603 (1st Cir. 1991) (timing and partisan connections can support knowledge inference)
- Ruiz v. Bally Total Fitness Holding Corp., 496 F.3d 1 (1st Cir. 2007) (de novo review of summary judgment; not bound by district court’s reasoning)
- Mt. Healthy City Sch. Dist. Bd. of Educ. v. Doyle, 429 U.S. 274 () (burden on causation after prima facie showing; not necessary to reach in this case)
- García-González v. Puig-Morales, 761 F.3d 81 (1st Cir. 2014) (political affiliation as an employment requirement exception context)
