JIMM LARRY HENDREN, District Judge.
Now on this 18th day of July 2011, comes on for consideration defendant's
Plaintiff, Jacki McWhorter, was employed by Maynard, Inc. ("Maynard"), for approximately ten and one-half years. On November 3, 2008, plaintiff suffered a brain aneurysm and a stroke.
On January 19, 2009, after spending time in a hospital and then a rehabilitation facility, plaintiff returned to work at Maynard.
Approximately two months later, on March 20, 2009, Maynard terminated plaintiff's employment. Plaintiff was fifty years old at that time.
Plaintiff commenced this action against Maynard on June 7, 2010, alleging violations of the Americans with Disabilities Act ("ADA") and the Age Discrimination in Employment Act ("ADEA").
In its Answer, Maynard denies that it violated either the ADA or the ADEA.
On June 20, 2011, Maynard moved for summary judgment on all of plaintiff's claims. Plaintiff has responded to the motion and it is ripe for consideration by the Court. A jury trial is set for August 1, 2011.
The Court finds the following material and undisputed facts:
* Plaintiff was hired by Maynard on August 3, 1998. She primarily worked in bookkeeping.
* Joe Maynard is the president of Maynard.
* On May 30, 2008, Joe Maynard held a meeting to discuss the future expectations of employees regarding retirement options at Maynard. Eleven people, including plaintiff, were invited to attend the meeting. All eleven people were over 49 years old.
* At the May 2008 meeting, Mr. Maynard said something to the effect that "when people get older, they tend to slow down ... but in order to stay employed at Maynard, you will need to give 100 percent." (Plaintiff's depo. at 52-53). Plaintiff does not believe that he was directing his comment to any specific person.
* Mr. Maynard also told the attendees that he wanted to have a follow-up meeting so that people could bring ideas about what they expected from the company in terms of retirement packages.
* During the second follow-up meeting, Maynard employees shared their ideas about possible retirement options.
* On November 3, 2008, plaintiff suffered a brain aneurysm and a stroke. As a result of her medical condition, plaintiff could not return to work until January 19, 2009.
Although not required by company policies, Maynard paid plaintiff her full salary and benefits during the time she was absent from work due to her medical condition.
* On or before January 19, 2009, plaintiff's primary physician, Dr. Furlow, released her to return to work. Dr. Furlow did not place any restrictions on plaintiff's ability to return to work. Rather, he told her that he "would just leave it up to [her] [as to] how much [she] could work." (Plaintiff's depo. at 25).
* Plaintiff's occupational therapist told her that she should not work more than 20 hours a week.
In addition, plaintiff was limited in her driving abilities, she had trouble dressing herself when items of clothing had buttons or snaps, and she had some trouble with balancing when walking on uneven surfaces, such as gravel.
* When plaintiff returned to work, she advised her supervisor, Maria Smith, that she "was not strong enough to work full-time."
* Ms. Smith responded in an e-mail to plaintiff in which she stated:
* Beginning in January 2009, Maynard began laying people off of work due to an operational short fall and decreased production orders.
* On March 20, 2009, Maynard terminated plaintiff's employment. At that time, Ms. Smith completed a "Termination of Employment" form on which there are several pre-preprinted reasons for termination, e.g., resignation, job abandonment, lay-off, unsatisfactory work, etc. Maynard indicated that the reason for plaintiff's termination was "Lay-Off"—and both Ms. Smith and Mr. Maynard signed the form. (Plaintiff declined to sign the form).
* There is also space on the form for "additional remarks, and in that section Ms. Smith wrote "lack of business coupled with recent discovery of poor choices made in PRC manager capacity."
* No one was hired to fill plaintiff's position. Rather, plaintiff's duties were redistributed to her former supervisor, Ms. Smith.
Summary judgment is appropriate when the evidence, viewed in the light most favorable to the nonmoving party, presents no genuine issue of material fact and the moving party is entitled to judgment as a matter of law. See Fitzgerald v. Action, Inc., 521 F.3d 867, 871 (8th Cir.2008).
1.
Under the McDonnell Douglas framework, plaintiff must first establish a four-part prima facie case of age discrimination. See Chambers v. Metro. Prop. & Cas. Ins. Co., 351 F.3d 848, 855 (8th Cir.2003). To
"Additional evidence is a necessary part of the prima facie case in the RIF context," and it can be statistical or circumstantial. Ward, 509 F.3d at 461. "[T]he prima facie case requires evidence adequate to create an inference that an employment decision was based on an illegal discriminatory criterion." Id. (internal brackets, quotation marks and citations omitted). "The ADEA does not require that every plaintiff in a protected age group be allowed a trial simply because [she] was discharged during a reduction-in-force." Id. (internal quotation marks and citation omitted).
If plaintiff establishes a prima facie case, the burden of production shifts to Maynard to articulate a legitimate, nondiscriminatory reason for its adverse employment action. See Ward, 509 F.3d at 460.
If Maynard puts forward a legitimate, nondiscriminatory reason for its decision to terminate her employment, then plaintiff must show that Maynard's proffered reason was pretext for discrimination. See Ward, 509 F.3d at 460.
At all times, plaintiff retains the burden of persuasion to prove that age was the "but-for" cause of the termination. See Tusing, 639 F.3d at 516. "Thus, proof that the explanation is false is necessary, but not sufficient, to show a pretext for discrimination under the ADEA. In other words, the plaintiff must show that the employer's stated reason was false and that age discrimination was the real reason." Id.
With the foregoing concepts in mind, the Court now turns to an analysis of the parties' contentions relative to the ADEA claim.
(a) There is no dispute that plaintiff has met the first three elements of a prima facie case. The question is whether she has met the fourth element by coming forward with additional evidence that age was a factor in Maynard's decision to terminate her employment. To support her position that she has met her burden of proving a prima facie case, plaintiff points to the following evidence:
(b)
Plaintiff contends that both the topic and the location of the meeting are "suspect." The e-mail to the attendees of the May 30, 2008, meeting told them to meet outside "weather permitting, otherwise B1 breakroom."
The Court is not persuaded by plaintiff's argument that the proposed outside location for the meeting—weather permitting—can properly be characterized as
The Court also does not see any basis to conclude that the occurrence of the meeting, itself, is evidence from which age discrimination can properly be inferred.
During the meeting, Mr. Maynard told the attendees he wanted to have a follow-up meeting so that people could bring forth ideas about what they expected from the company in terms of retirement. In the Court's view, it is reasonable to infer therefrom that, in essence, Mr. Maynard was soliciting ideas for retirement packages from the people he thought would be most interested in participating in those programs.
Plaintiff has cited to no case which holds that there is something inherently unlawful or discriminatory about an employer holding a meeting to discuss possible retirement packages with those employees who, based on their age and/or tenure with the company, might be interested in such a discussion.
Further, the Court believes that Joe Maynard's statement made at the meeting (about older people tending to slow down, etc.) is properly characterized as a "stray remark," which does not—by itself—give rise to an inference of discrimination. See Fitzgerald, 521 F.3d at 876-77. As the Eighth Circuit has noted, however, such remarks are not irrelevant.
Id. (internal quotation marks and citations omitted);
"Stray remarks therefore constitute circumstantial evidence that, when considered together with other evidence, may give rise to a reasonable inference of age discrimination." Fisher v. Pharmacia & Upjohn, 225 F.3d 915, 923 (8th Cir.2000) (internal citations omitted).
The Court notes that plaintiff admits the comments made by Joe Maynard were not directed specifically at her. Further, the meeting at which he made these comments occurred almost one year before plaintiff was terminated—and eight months prior to the first company lay-off. Based on these two facts, the Court finds that the remarks—while they might be seen as evidence of some discriminatory animus—are somewhat "outdated" and also lack significant probative value. See Walton v. McDonnell Douglas Corp., 167 F.3d 423 428 (8th Cir.1999) (holding that stray remarks made almost two years prior to employment action was "outdated" and "lacking in apparent probative value.").
Thus, the Court finds that these remarks by Joe Maynard, by themself, do not amount to sufficient "additional evidence" that age was a factor in Maynard's decision to terminate plaintiff's employment and the stray remarks do not alone satisfy the fourth element of plaintiff's prima facie case. The Court will, however,
(c)
-------------------------------------------------------------------------------------------------- Time period Total number of employees Number of employees Percentage of terminated terminated at terminatedover 40 employeesover 40 Maynardyears old years old 5/1/08-6/30/09 82 33 40% -------------------------------------------------------------------------------------------------- Time period Total number of employees Number of employees Percentage of laid off laid off at laid offover 40 years employeesover 40 years Maynardold old -------------------------------------------------------------------------------------------------- 5/1/08-6/30/09 28 14 50% -------------------------------------------------------------------------------------------------- -------------------------------------------------------------------------------------------------- Time period Total number of employees Number of employees Percentage of terminated terminated at terminatedover 50 employeesover 50 Maynardyears old years old -------------------------------------------------------------------------------------------------- 5/1/08-6/30/09 82 12 14.6% -------------------------------------------------------------------------------------------------- -------------------------------------------------------------------------------------------------- Time period Total number of employees Number of employees Percentage of laid off laid off at laid offover 50 years employeesover 50 years Maynardold old -------------------------------------------------------------------------------------------------- 5/1/08-6/30/09 28 7 25% --------------------------------------------------------------------------------------------------
As set forth in the tables above:
* of the total terminations, 40% were over 40 years old, and 14.6% were over 50 years old;
* of the total layoffs, 52% were over 40 years old, and 25% were over 50 years old.
At first blush, these statistics may seem to raise an inference of discrimination. However, the Eighth Circuit has held that this type of statistical evidence is "meaningless" without some analysis of the age of the entire workforce at Maynard before and after the RIF. See Chambers, 351 F.3d at 856; EEOC v. McDonnell Douglas Corp., 191 F.3d 948, 952 (8th Cir.1999) ("an important statistic to consider in the RIF context is the difference in the percentage of older employees in the work force before and after the RIF.")
The statistical evidence of the percentage of employees aged 50 or older before and after the RIF is as follows:
-------------------------------------------------------------------------------------------------- Total Number Number of Percentage of of employees employees over employees over at Maynard 50 years old 50 years old -------------------------------------------------------------------------------------------------- October 2008 143 22 15.3% -------------------------------------------------------------------------------------------------- May 26, 2009 97 17 17.5% --------------------------------------------------------------------------------------------------
The above statistics show:
* that prior to the RIF, 15.3% of the
* that after the RIF, 17.5% of the workforce was over 50 years old.
The foregoing shows that the percentage of employees aged 50 years or older at Maynard actually increased after the RIF.
In light of the foregoing analysis, the Court concludes, that the stray remarks made by Joe Maynard—coupled with the statistical evidence—are insufficient to establish a prime facie case of age discrimination. See Holley v. Sanyo Mfg., Inc., 771 F.2d 1161, 1167 (8th Cir.1985) (holding no statistical evidence of age discrimination where "[t]he percentage of such employees in the protected class before the layoff was 25.8%; after the layoff it was 26.0%.").
(d)
Plaintiff also points to the fact that, in completing the "Notice to Last Employer" form submitted to the Arkansas Department of Workforce Services regarding plaintiff's unemployment benefits, Maynard stated the reason for her termination was "lack of work."
Plaintiff cites to the case of Young v. Warner-Jenkinson Co., 152 F.3d 1018 (8th Cir.1998) in which the Eighth Circuit held that the company's inconsistent explanations for the plaintiff's termination were enough to support an inference of discriminatory treatment such that plaintiff had stated a prima facie case, and, moreover, had created a genuine issue of fact as to the issue of pretext to avoid summary judgment.
The Court believes that the facts of Young are distinguishable from those in this case and that it is not controlling on the issue under discussion here. In Young, the plaintiff presented evidence that—at a meeting—he was informed by his manager of the company's decision to terminate his employment for poor performance and that, during this meeting, the manager referred to a memorandum which outlined three areas wherein the plaintiff had performance problems. Later, after plaintiff filed complaints with the EEOC, the company stated that his termination was due to "lack of available work." After reviewing this evidence, the Eighth Circuit stated:
Young, 152 F.3d at 1024.
In the case at bar, Maynard has consistently stated that the reason for plaintiff's termination was a lay-off due to lack of work and plaintiff admits that she was told at the meeting on January 19, 2009, that she was being laid-off. The fact that Maynard also provided an additional basis for her termination (i.e., poor management choices) does not, in the Court's view, undermine Maynard's primary stated reason for her termination.
Although plaintiff alleges in her brief that there was no reason to lay her off
The Court also notes that it is undisputed that Maynard did not fill plaintiff's position, but merely redistributed her duties to Ms. Smith. This fact is also undermines plaintiff's allegation that there was no lack of work in her department and supports Maynard's position that plaintiff was laid-off for lack of work.
Thus, even if the Court could properly conclude that plaintiff had established a prima facie case of age discrimination, Maynard has articulated a legitimate, nondiscriminatory reason for its adverse employment action, i.e., a reduction in force. See Hesse v. Avis Rent-A-Car Sys., 394 F.3d 624 (8th Cir.2005).
To survive summary judgment, plaintiff must show that Maynard's proffered reason was pretext for discrimination by showing that (1) Maynard's stated reason for terminating her was false and (2) that age discrimination was the real reason.
For the reasons set forth above, the Court finds that plaintiff has failed to meet her burden at both the prima facie stage and the pretext stage. Specifically, the Court finds that plaintiff has not presented evidence that shows that Maynard's reason for her termination was false, or that age discrimination was the real reason. Thus, Maynard is entitled to summary judgment on plaintiff's ADEA claim.
2.
If she makes out a prima facie case, then Maynard must articulate a legitimate, nondiscriminatory reason for its decision to terminate her employment. See Lors v. Dean, 595 F.3d 831, 834 (8th Cir.2010). If Maynard meets its burden, then plaintiff must present sufficient evidence that Maynard's articulated reason for the adverse employment action was false and that "discrimination was the real reason." Id. To demonstrate pretext, plaintiff "must do more than simply create a factual dispute as to the issue of pretext; [she] must offer sufficient evidence for a reasonable trier of fact to infer discrimination." Id. (internal quotation marks and citations omitted).
The Court finds it unnecessary to address the issues regarding whether plaintiff has established a prima facie case of discrimination because, even if she had, the Court has concluded that Maynard has articulated a legitimate, nondiscriminatory reason for her termination. The ultimate question then is whether plaintiff has established pretext such that a reasonable trier of fact could infer disability discrimination.
Plaintiff alleges that she has established pretext by showing the inconsistent explanations Maynard gave for her termination. The Court has already considered and rejected this allegation.
In addition, plaintiff points to the fact that, during her hospitalization, Maynard provided her with a laptop computer. Plaintiff says that, if her position was going
Plaintiff also asserts that Maynard did not decide to terminate her employment until after she returned to work and Maynard discovered the true extent of her injuries, i.e., that she had to work part-time at a slower pace. Thus, says plaintiff, Maynard's explanation for her termination—lack of work—is demonstrably false.
With respect to the laptop computer, plaintiff testified at her deposition that Maynard gave her the laptop computer for her personal rehabilitation use—and that she was not expected to work from her hospital bed.
The Court does not believe the fact that Maynard brought her a computer for her own personal use while she was at the rehabilitation facility is any evidence—one way or the other—that her department was suffering from lack of work since she acknowledged that it was admittedly provided for rehabilitation purposes and not so she could work from her hospital bed. Absent some proof that Maynard's explanation was false, the Court sees no reason to discount or reject it—especially when plaintiff does not actually dispute it. It must be remembered that the Court does not sit as a super-personnel department reviewing the wisdom or fairness of the business judgments made by employers. See Anderson v. Durham D & M, L.L.C., 606 F.3d 513, 522 (8th Cir.2010).
With respect to the other reasons that plaintiff has offered as amounting to pretext, those issues have been addressed above and rejected. Thus, the Court finds that plaintiff has failed to offer sufficient evidence for a reasonable trier of fact to infer disability discrimination. Thus, Maynard is entitled to summary judgment on plaintiff's ADA claim.