DALE A. DROZD, Magistrate Judge.
This matter came before the court on March 20, 2015, for hearing of defendant Dignity Health's (formerly known as Catholic Healthcare West and erroneously sued as Sierra Nevada Memorial Hospital) motion for summary judgment. Plaintiff Nora Lavery-Petrash appeared at the hearing on her own behalf. Attorney David Burkett appeared on behalf of the defendant.
Upon consideration of the arguments on file and at the hearing, and for the reasons set forth below, the undersigned will recommend that defendant's motion for summary judgment be granted.
Plaintiff, then proceeding through counsel, commenced this action on March 2, 2011, by filing a complaint in the Nevada County Superior Court. (Dkt. No. 1-2 at 1.
On June 10, 2011, defendants filed a motion to dismiss. (Dkt. No. 8.) The assigned District Judge granted defendants' motion on December 12, 2011, dismissed plaintiff's original complaint and granted plaintiff leave to file an amended complaint. (Dkt. No. 23.) Plaintiff filed her amended complaint on December 25, 2011. (Dkt. No. 24.)
On January 12, 2012, defendants filed a motion to dismiss the amended complaint. (Dkt. No. 27.) On March 26, 2012, the assigned District Judge granted in part and denied in part defendants' motion to dismiss and granted plaintiff leave to file a second amended complaint. (Dkt. No. 37.) Plaintiff filed her second amended complaint on April 5, 2012. (Dkt. No. 39.)
On April 23, 2012, defendants filed a motion to dismiss plaintiff's second amended complaint. (Dkt. No. 40.) The assigned District Judge granted defendants' motion to dismiss the second amended complaint on September 5, 2012, and granted plaintiff leave to file a third amended complaint. (Dkt. No. 50.) Plaintiff filed her third amended complaint on September 16, 2012. (Dkt. No. 52.)
On October 3, 2012, defendants filed a motion to dismiss plaintiff's third amended complaint. (Dkt. No. 54.) On May 28, 2013, the assigned District Judge dismissed the third amend complaint's causes of action alleging age-based employment discrimination, hostile work environment harassment, retaliation and negligence, but granted plaintiff leave to file a fourth amended complaint.
On June 12, 2013, plaintiff, now proceeding pro se, filed a fourth amended complaint. (Dkt. No. 64.) Therein, plaintiff alleges generally that while employed by defendant Dignity Health she experienced discrimination, harassment and retaliation, in part because of her sex and age. On July 1, 2013, defendants again filed a motion to dismiss.
Defendant Dignity Health, ("defendant"), filed an answer on April 7, 2014. (Dkt. No. 76.) On February 13, 2015, defendant filed the pending motion for summary judgment. (Dkt. No. 85.) Plaintiff filed her opposition on March 4, 2015. (Dkt. No. 88.) Defendant filed a reply on March 13, 2015. (Dkt. No. 90.)
Summary judgment is appropriate when the moving party "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).
Under summary judgment practice, the moving party "initially bears the burden of proving the absence of a genuine issue of material fact."
If the moving party meets its initial responsibility, the burden then shifts to the opposing party to establish that a genuine issue as to any material fact actually does exist.
In the endeavor to establish the existence of a factual dispute, the opposing party need not establish a material issue of fact conclusively in its favor. It is sufficient that "the claimed factual dispute be shown to require a jury or judge to resolve the parties' differing versions of the truth at trial."
"In evaluating the evidence to determine whether there is a genuine issue of fact," the court draws "all reasonable inferences supported by the evidence in favor of the non-moving party."
In assessing a motion for summary judgment brought in the context of an employment discrimination action such as this one, it is important to recognize that "California has adopted the three-stage burden-shifting test established by the United States Supreme Court [in
However, when the defendant employer has moved for summary judgment "the burden is reversed. . . because the defendant who seeks summary judgment bears the initial burden."
Defendant's statement of undisputed facts is supported by citations to various declarations and exhibits, as well as excerpts from plaintiff's deposition. Defendants' statement of undisputed facts establishes the following.
Plaintiff worked the graveyard shift at the Sierra Nevada Memorial Hospital, ("SNMH"), Laboratory Department, sometimes as a Phlebotomist and sometimes as a Laboratory Assistant. From October of 2007 to February 21, 2011, David Witthaus was the Laboratory Director and plaintiff's supervisor. In 2008 SNMH introduced Mobilab, an electronic device used to track blood draws and create labels for specimens. On June 25, 2008, Witthaus reiterated to plaintiff that the use of Mobilab was mandatory and confirmed the conversation in a memorandum to plaintiff's employee file. (Def.'s SUDF (Dkt. No. 85-6) 1-5.
In January of 2009, Witthaus received a complaint from Phlebotomist Rene MacNeil, who claimed that plaintiff, "again refused to help out with the morning [blood] draw for the past two days," and that plaintiff "remains unwilling to be a team player." On February 11, 2009, Witthaus again advised plaintiff to use Mobilab after learning that plaintiff had not been using it. That conversation was documented in a memorandum to plaintiff's employee file. (Def.'s SUDF (Dkt. No. 85-6) 5, 10.)
In July of 2009, plaintiff attended a meeting in her role as union steward with Witthaus, Nursing Supervisor Kathy Sheahan and co-worker Constance Goodwin. The purpose of the meeting was to investigate Goodwin's allegation that Phlebotomist Roy Gatlin intimidated her during a disagreement. Plaintiff claims that she was asked by Witthaus whether she ever witnessed any inappropriate conduct by Gatlin and that plaintiff told Witthaus that Gatlin had shown pornographic photographs to other co-workers. On July 22, 2009, Laboratory Trainer Kaye Holzworth complained to Witthaus that plaintiff was not following proper procedures for discarding blood specimen labels, even though Holzworth had reminded plaintiff of the proper procedure on several occasions. Witthaus sent a message to plaintiff that same day instructing plaintiff to follow Holzworth's directive. (Def.'s SUDF (Dkt. No. 85-6) 6-9, 11-12.)
On July 23, 2009, Witthaus received a letter from Phlebotomist Patricia Daniel, asking to change shifts so that she did not have to work with plaintiff because plaintiff did not follow instructions and was "manipulative and conniving." Daniel also informed Witthaus that plaintiff had stated that Witthaus "fucked himself" because there was a sexual harassment complaint pending against another employee. Daniel was reportedly not comfortable working with plaintiff and feared plaintiff would retaliate against her. On that same day, Witthaus received a complaint from Roy Gatlin, who claimed that plaintiff had a negative attitude and that Housekeeper Anita Hunter had informed Gatlin that plaintiff had made a derogatory comment about Phlebotomist Jessica Hoglund. Witthaus met with Hunter who reported that plaintiff had said that "Jessica [Hoglund] is a worthless piece of shit." Hunter also said that plaintiff regularly made negative comments about her co-workers and management, and verbally attacked other employees. (Def.'s SUDF (Dkt. No. 85-6) 13-15.)
In August of 2009, after conducting an investigation into plaintiff's behavior, Witthaus issued plaintiff a Written Warning for failing to follow instructions on the proper handling of labels, making negative statements about co-workers and management, and projecting a negative attitude in the workplace. Plaintiff was asked to improve her communication and attitude. On September 3, 2009, Patricia Daniel told Witthaus that plaintiff had been "following her around" and accusing Daniel of being the person responsible for the complaints about plaintiff to management. On September 30, 2009, Daniel reported that plaintiff told her that the Union gave plaintiff copies of the investigation notes that indicated Daniel was the person who complained about plaintiff to management. That same day, Witthaus sent a message to plaintiff on Dignity Health's secure server stating that plaintiff had been warned that any retaliatory behavior would not be tolerated and that she should keep her conversations professional. (Def.'s SUDF (Dkt. No. 85-6) 16-20.)
In October of 2009, Phlebotomist Rene MacNeil told Witthaus that Emergency Department staff told MacNeil that plaintiff was constantly complaining about other Laboratory Department employees and hid her food at work because she was concerned someone was trying to poison her. On October 19, 2009, Daniel told Witthaus that plaintiff was still retaliating against her by spreading inappropriate rumors about Daniel, including a rumor that Daniel was taking behavior modifying medications. On October 23, 2009, Nurse Corrine Lovendahl told Witthaus that plaintiff had a negative attitude which was getting worse. On November 5, 2009, Anita Hunter again reported that plaintiff had a negative attitude and spoke poorly about her colleagues. Hunter told Witthaus that she had witnessed plaintiff tell Patricia Daniel that plaintiff did not like the other Phlebotomists. (Def.'s SUDF (Dkt. No. 85-6) 21-25.)
On May 13, 2010, Phlebotomist Cheryl Ann Blank complained to Witthaus that plaintiff called in sick every time plaintiff was scheduled to work with Blank. That same day Witthaus issued an Anecdotal Note to plaintiff for attendance issues pursuant to the terms and conditions of the Collective Bargaining Agreement between SNMH and the Teamsters Union Local No. 150. Plaintiff was to sign and return the Anecdotal Note by May 25, 2010, but did not do so until June 8, 2010. On May 17, 2010, Witthaus issued a performance evaluation regarding plaintiff, stating that although plaintiff was accurate in her work and completed tasks assigned, her attitude and communication did not meet Dignity Health's standards. Plaintiff was given 90 days to begin showing improvement in those areas. (Def.'s SUDF (Dkt. No. 85-6) 25-31.)
On May 26, 2010, Clinical Laboratory Supervisor Susan Sparks told Witthaus that plaintiff became angry when Phlebotomist Cheryl Ann Blank had to go home because of mandatory furloughs. Plaintiff failed to draw blood before going on break and then left, leaving the graveyard shift without a Phlebotomist. That same day Blank complained that plaintiff stated that Witthaus "just doesn't understand" how the night shift works and that plaintiff was not stocking or bleaching counters as she should. On June 4, 2010, Clinical Lab Scientist Bob Franklin told Witthaus that he was concerned about plaintiff's negative attitude and the comments she was making. On June 16, 2010, Phlebotomist Cindy Sassman complained to Witthaus that plaintiff confronted Sassman about complaints Sassman had made to management concerning plaintiff's behavior. On June 21, 2010, Franklin complained to Witthaus that plaintiff had also confronted him about earlier complaints to management concerning plaintiff's behavior. On June 28, 2010 Jessica Hoglund complained to Witthaus that plaintiff was rude to Hoglund during a conversation. On July 5, 2010, Phlebotomist Rene MacNeil reported to Witthaus that plaintiff followed MacNeil to her car and accused her of complaining to management about plaintiff's behavior. (Def.'s SUDF (Dkt. No. 85-6) 26-39.)
In July of 2010, an employee told Witthaus that plaintiff still was not consistently using Mobilab to track blood draws. Witthaus investigated and confirmed that there were several days plaintiff did not use Mobilab even though other employees used it without encountering any problems. Witthaus issued plaintiff a Written Warning on July 26, 2010. On November 22, 2010, Witthaus was scheduled to meet with plaintiff to discuss her May 2010 performance evaluation. Plaintiff failed to appear at the meeting even though she was clocked-in for work. As a result, Witthaus issued plaintiff a Written Warning for her failure to attend. On December 9, 2010, Witthaus and plaintiff met to discuss her performance and Witthaus issued an updated evaluation, stating that plaintiff still needed to focus on communicating in a calm and professional manner. Plaintiff did not sign that evaluation until February 7, 2011. (Def.'s SUDF (Dkt. No. 85-6) 40-47.)
On December 22, 2010, SNMH posted internally an opening for the position of Laboratory Supervisor. Witthaus was responsible for hiring the Laboratory Supervisor. Plaintiff, who was 57 years old at that time, applied for the position along with eight other applicants. Witthaus did not interview plaintiff for the position because of her long history of being the subject of complaints from her co-workers, and instead interviewed Cheryl Ann Blank and Jessica Hoglund. Witthaus selected Hoglund for the position because of her excellent interpersonal skills and range of experience. The choice was approved by Vice President of Professional Services James Hear and SNMH CEO Catherine Medeiros. Hoglund was 56 years old at the time she was selected. (Def.'s SUDF (Dkt. No. 85-6) 48-53.)
Plaintiff's opposition to defendant's motion for summary judgment partially complies with Local Rule 260(b). In this regard, in opposing the grant of summary judgment in favor of defendant, plaintiff has reproduced each fact enumerated in defendant's statement of undisputed facts and expressly admitted or denied each fact. Plaintiff, however, has not cited to evidence in support of each of her denials. (Pl.'s SUDF (Dkt. No. 88) at 17-26.) Moreover, to the extent plaintiff denies a fact asserted by defendant, plaintiff's argument is essentially that "the evidence presented to support [defendant's SUDF] is based solely on the hearsay statement of David Witthaus."
Nonetheless, in light of plaintiff's pro se status, the court has reviewed plaintiff's filing in an effort to discern whether she actually denies any material fact asserted in defendant's statement of undisputed facts and, if so, what evidence plaintiff has offered that may demonstrate the existence of a disputed issue of material fact with respect to any of her claims thereby defeating the pending motion for summary judgment.
In her opposition, plaintiff argues that "almost immediately after" she attended the July 2009 meeting with Constance Goodwin in her role as union steward, "[s]he became the victim of discrimination, harassment and retaliation." (Pl.'s Opp.'n (Dkt. No. 88) at 5.) Plaintiff asserts that for the first seven years of her employment she received positive performance evaluations but that once Witthaus commenced his employment, plaintiff's performance evaluation worsened until Witthaus left, at which time "her performance evaluations resumed their positive position and remain so to date." (
The Age Discrimination in Employment Act ("ADEA") makes it unlawful for an employer
29 U.S.C. § 623(a)(1)-(2).
"To establish a prima facie case of failure-to-promote under the ADEA, the plaintiff must demonstrate `that he or she was (1) at least forty years old, (2) qualified for the position for which an application was submitted, (3) denied the position, and (4) the promotion was given to a substantially younger person.'"
In her fourth amended complaint, plaintiff alleges that at the age of 58 she applied for the position of Laboratory Supervisor, a position she believed she was qualified for, was denied an opportunity to interview for the position and that the position was eventually filled by Jennifer Hoglund, a younger and less experienced employee.
Thus, the undisputed evidence establishes that the age difference between plaintiff and Hoglund was only two years. Hoglund, therefore, was not substantially younger than plaintiff when she was selected for the Laboratory Supervisor position.
Plaintiff's fourth amended complaint also alleges, in a vague and conclusory manner, that Arthur Dewsen discriminated against plaintiff based on her age. (Fourth Am. Compl. (Dkt. No. 64) at 3.) Similarly, in her opposition to the pending motion for summary judgment, plaintiff argues that "Arthur Dewsen refused to allow Plaintiff to do any tasks other than stocking, wiping the counters, and putting reagents on the analyzer," but permitted "other employees" who were younger than plaintiff "to do many other tasks." (Pl.'s Opp.'n (Dkt. No. 88) at 8.) However, plaintiff has failed to present any further argument or evidence in support of these vague and conclusory allegations.
Accordingly, the undersigned finds that plaintiff has failed to establish a prima facie case of age discrimination.
"Both Title VII and FEHA prohibit employment discrimination based upon sex."
42 U.S.C. § 2000e-2(a)(1), (2). The same standard for proving intentional discrimination under Title VII applies to FEHA discrimination claims.
A plaintiff "may establish a prima facie case of discrimination under the
Here, plaintiff's fourth amended complaint alleges that Arthur Dewsen discriminated against plaintiff based on her sex by not allowing plaintiff to "plate the urines and/or conduct cultures," while allowing "male lab technicians such as Mike Olsen" to perform those same duties. (Fourth Am. Compl. (Dkt. No. 64) at 4.) In her opposition to the pending motion for summary judgment, plaintiff argues, without citation to any evidentiary support, that Dewsen "was charged with training all of the graveyard laboratory employees on how to streak specimens for testing, commonly referred to as plating urines and cultures" and instead `left that sole responsibility to Mr. Olson." (Pl.'s Opp.'n (Dkt. No. 88) at 37.) According to plaintiff, at the time in question, all graveyard laboratory employees were women except Michael Olson and "Dewsen refused to train any of the other graveyard lab employees, and left that sole responsibility to Mr. Olson." (
In moving for summary judgment in their favor, however, defendant has provided evidence in the form of a sworn declaration from Dewsen stating that Laboratory Assistants and Phlebotomists typically were not allowed to perform the task of "plating urines and cultures." (Dewsen Decl. (Dkt. No. 85-3) at 2.) An exception was made for Laboratory Assistant Michael Olson due to Olson's "considerable amount of prior experience performing those tasks." (
On summary judgment defendant has produced evidence of a legitimate, nondiscriminatory reason for the additional tasks Olson was allowed to perform.
Because defendant has articulated a legitimate, nondiscriminatory reason for the challenged action, plaintiff must "raise a triable issue of material fact as to whether the defendant's proffered reasons . . . are mere pretext for unlawful discrimination."
Here, plaintiff has not come forward with any evidence to challenge defendant's proffered legitimate, nondiscriminatory reason for the challenged actions. Indeed, plaintiff concedes that defendant's characterization of the situation is accurate. Specifically, plaintiff testified at her deposition that Michael Olson did, in fact, have more education and knowledge with respect to the tasks in question than did plaintiff. In this regard, plaintiff testified that:
(Pl.'s Depo (Dkt. No. 85-7) at 15-16.) Plaintiff also testified that Dewsen never made any comments about plaintiff's gender. (
Assuming without deciding that plaintiff had stated a prima facie case of sex based discrimination, defendant has come forward on summary judgment with evidence of a legitimate, nondiscriminatory reason for the allegedly adverse employment action. Plaintiff has failed to respond by raising a triable issue that defendant's proffered reason is pretextual.
Accordingly, the undersigned finds that defendant's motion for summary judgment should be granted as to the fourth amended complaint's claim for sex based discrimination.
A plaintiff may establish a prima facie case of retaliation under Title VII, the ADEA or the FEHA by showing that (1) she engaged in a protected activity (i.e., that she protested or otherwise opposed unlawful employment discrimination directed against a protected employee), (2) the employer subjected her to an adverse employment decision, and (3) there was a causal link between the protected activity and the employer's action.
In her fourth amended complaint plaintiff alleges that she was retaliated against in the following ways: (1) her "receipt of a written warning after an investigation meeting in July 2010, regarding ... inability to use the Mobil Lab machine"; (2) "David Whitthaus, providing a list . . . in mid-September, 2010, containing the names of several of her co-workers and their alleged comments about [plaintiff],"; (3) being subjected "to a 90 day performance re-evaluation,"; and (4) by receiving a negative performance evaluation in December of 2010.
As indicated by defendant's statement of undisputed facts addressed above, defendant has offered evidence on summary judgment establishing that beginning in January of 2009, plaintiff's supervisor, David Witthaus, began receiving complaints from her co-workers about plaintiff's behavior and attitude. In response to these co-worker complaints, Witthaus conducted an investigation and thereafter issued plaintiff a written warning. Witthaus, nonetheless, continued to receive complaints about plaintiff from her co-workers. Thereafter, plaintiff was issued an Anecdotal Note for excessive absences.
On May 17, 2010, Witthaus conducted plaintiff's performance evaluation and gave plaintiff 90 days to show improvement in her ability to communicate and in her working relationships. Nevertheless, Witthaus continued to receive complaints about plaintiff from her fellow co-workers. Moreover, plaintiff's repeated failure to use Mobilab resulted in the receipt of a Written Warning on July 26, 2010. Plaintiff received another Written Warning on November 22, 2010, for her failure to attend a meeting to discuss her May 17, 2010 performance evaluation. On December 22, 2010, defendant posted an opening for a Laboratory Supervisor position, but in light of the history of complaints about her from plaintiff's co-workers, Witthaus decided not to interview plaintiff for that position which was eventually filled by a woman who was not substantially younger than plaintiff.
In light of this undisputed evidence, assuming without deciding that plaintiff had established a prima facie claim for retaliation, the undersigned concludes that defendant has produced evidence of legitimate nondiscriminatory reasons for plaintiff's treatment.
Because defendant has come forward with evidence articulating legitimate, nondiscriminatory reasons for the challenged actions, plaintiff must "raise a triable issue of material fact as to whether the defendant's proffered reasons . . . are mere pretext for unlawful discrimination."
Here, plaintiff has failed to offer any evidence that could demonstrate that defendant's articulated reasons are pretextual. In opposing defendant's evidence, plaintiff argues merely that much of the evidence defendant has offered is "hearsay" and refers generally to plaintiff's attached declaration which also argues that defendant's evidence consists of the "hearsay statement(s) of David Witthaus."
Plaintiff also argues that she "may establish a causal link between the alleged protected activity and the alleged adverse action by circumstantial evidence, including . . . the proximity in time between the protected action and the adverse employment act." (Pl.'s Opp.'n (Dkt. No. 88) at 10.) "Temporal proximity between protected activity and an adverse employment action can by itself constitute sufficient circumstantial evidence of retaliation in some cases."
Defendant, however, has produced considerable evidence of plaintiff's poor work performance and behavioral problems. Specifically, defendant has produced evidence that plaintiff repeatedly refused to use the Mobilab device despite its using being mandatory, (Witthaus Decl. (Dkt. No. 85-5) at 7-8), and that plaintiff's co-workers frequently complained about plaintiff's poor behavior and attitude. (Whitthaus Decl. (Dkt. No. 85-5) at 1-10; Ex. F. (Dkt. No. 85-7) at 47; Ex. H (Dkt. No. 85-7) at 51.)
"[T]iming alone, accompanied by evidence of Plaintiff's behavior problems, coupled with a complete lack of evidence of retaliatory intent, is neither specific nor substantial circumstantial evidence."
Accordingly, for all of the reasons set forth above, the undersigned finds that defendant's motion for summary judgment should also be granted as to the fourth amended complaint's retaliation claim.
Given the evidence presented by the parties on summary judgment, there does not appear to be even a scintilla of evidence that defendant violated plaintiff's rights under Title VII, the ADEA or the FEHA.
In the absence of any evidence of a disputed issue of material fact regarding plaintiff's claims, the court finds that defendant is entitled to summary judgment in its favor on all of plaintiff's claims. After adequate time for discovery, plaintiff has failed to make a showing sufficient to establish the existence of any disputed issue of fact regarding elements essential to her claims and on which she would bear the burden of proof at trial.
Accordingly, IT IS HEREBY RECOMMENDED that:
1. Defendant's February 13, 2015 motion for summary judgment (Dkt. No. 85) be granted; and
2. This action be closed.
These findings and recommendations are submitted to the United States District Judge assigned to the case, pursuant to the provisions of 28 U.S.C. § 636(b)(1). Within fourteen days after being served with these findings and recommendations, any party may file written objections with the court and serve a copy on all parties. Such a document should be captioned "Objections to Magistrate Judge's Findings and Recommendations." Any reply to the objections shall be served and filed within seven days after service of the objections. The parties are advised that failure to file objections within the specified time may waive the right to appeal the District Court's order.