Todeschi v. Sumitomo Metal Mining Pogo, LLC
394 P.3d 562
Alaska2017Background
- Nathaniel Todeschi worked as an underground mine supervisor at Pogo Mine and had a history of work-related back injuries and several surgeries, including a 2009 fusion; he returned to supervision but refused to operate Kubota tractors due to pain and asked for alternate transportation or accommodation.
- Sumitomo (operator of Pogo Mine) sent Todeschi for an independent medical exam by Dr. James, who imposed lifting and driving restrictions and recommended a truck as an accommodation; Sumitomo terminated Todeschi the same day citing an inability to perform the job due to restrictions.
- Todeschi alleged disability discrimination and failure to accommodate under Alaska law, breach of the implied covenant of good faith and fair dealing, and retaliation/ discrimination for pursuing a workers’ compensation claim; a jury returned a special verdict: no disability discrimination, no failure to accommodate, no retaliation for workers’ comp pursuit, but yes for breach of the covenant, awarding $215,000 in past lost income.
- Key evidentiary disputes included (1) whether Todeschi had a disability as a matter of law, (2) whether missing attorney billing/phone/email records warranted a burden-shifting or adverse-inference instruction, and (3) whether a jury instruction improperly suggested Sumitomo was not responsible for pre-2009 conduct by a predecessor employee.
- The superior court denied directed verdict/JNOV on the disability issue, refused spoliation burden-shifting and the proposed adverse-inference instruction (but permitted counsel to argue the missing-records inference), and gave the disputed instruction about pre-2009 conduct; the Supreme Court of Alaska affirmed.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Whether the court should have directed a verdict that Todeschi had a disability | Todeschi argued Dr. James’s restrictions showed a substantial limitation on the major life activity of working, so disability was established as a matter of law | Sumitomo pointed to Todeschi’s earlier full medical release, disputed breadth of lifting requirement, and argued tractor-driving limits didn’t bar a class of jobs | Denied: Enough conflicting evidence existed that a reasonable jury could find no disability; directed verdict not warranted |
| Whether the jury verdict finding breach of covenant but no disability discrimination was inconsistent (JNOV) | Todeschi argued breach necessarily meant disability discrimination and thus verdicts were irreconcilable | Sumitomo argued breach covers unfair/bad-faith conduct distinct from statutory discrimination and jury could find breach without meeting statutory elements | Denied: Jury instructions allowed harmonization; jury could find unfair conduct without concluding statutory discrimination or could find inability to perform essential job functions despite a disability |
| Whether trial court abused discretion by refusing burden-shifting or adverse-inference spoliation remedies for missing attorney records | Todeschi sought burden-shifting or an adverse-inference instruction, claiming missing billing/phone/email records hindered his prima facie case | Sumitomo produced many communications, explained why some records were missing, and the court found plaintiff failed to show missing records sufficiently prejudiced his prima facie case | Denied: Burden-shifting not warranted because plaintiff didn’t show missing records sufficiently hindered proof; refusal of permissive adverse-inference instruction not an abuse and any error was harmless because counsel argued the spoliation theme and instructions allowed skepticism of weak evidence |
| Whether Jury Instruction 12 (precluding holding Sumitomo responsible for pre-2009 conduct) improperly introduced an unpled statute-of-limitations defense | Todeschi argued the instruction nullified the stipulated identity of the predecessor employer and prevented use of 2008 conduct as evidence of motive for 2010 firing | Sumitomo argued the instruction only limited liability for pre-2009 acts while still allowing the jury to consider them as background for 2010 conduct | Affirmed: Any ambiguity did not probably affect the verdict; instruction read with others still permitted the jury to consider Witt’s 2008 conduct as context for 2010 termination |
Key Cases Cited
- Sweet v. Sisters of Providence in Wash., 895 P.2d 484 (Alaska 1995) (establishes burden-shifting presumption framework for negligent spoliation when missing records sufficiently hinder a plaintiff and are lost through defendant fault)
- Thorne v. Dep’t of Pub. Safety, 774 P.2d 1326 (Alaska 1989) (applies due-process analysis and orders presumption where government negligently destroyed critical evidence and preservation burden was slight)
- Miller v. Phillips, 959 P.2d 1247 (Alaska 1998) (refuses burden-shifting spoliation instruction where adequacy of records was disputed and not uncontroversially lost)
- Zaverl v. Hanley, 64 P.3d 809 (Alaska 2003) (no presumption where delayed records did not plausibly prejudice plaintiff’s prima facie case)
