RICHARD L. VOORHEES, District Judge.
The following facts are alleged in the Complaint filed by Plaintiff, Charles E. Moser ("Moser") who brought suit against Defendant, Driller's Services ("DSI") for violation of Moser's rights protected by the Age Discrimination in Employment Act, 29 U.S.C. § 621, and for wrongful discharge based on N.C.G.S. § 143-422.1 et seq.
Moser began his employment with DSI on or about 1970 and remained employed until 1981. (Doc. 6, 2). Thereinafter, Moser was re-hired by DSI on August 1, 1984 and remained employed until his termination on October 12, 2012. (Doc. 6, 3). Moser worked as a Business Development Manager for Environmental and Geothermal Products at DSI's Hickory, North Carolina location. (Doc. 6, 2). Following
On October 11, 2012, Moser filed an Age Discrimination claim against DSI with the United States Employment Opportunity Commission ("EEOC"). Id. A copy of the EEOC charge was "sent" to DSI on the same day. Id. The EEOC officially received the charge on October 12, 2012, the same day that DSI terminated Moser. Id. The record does not reflect whether DSI had actual knowledge of the EEOC charge before Moser's termination. Moser asserts that, after his termination, his position was filled by a "substantially younger"
On March 22, 2013, Moser filed a second claim with the EEOC alleging Retaliation under the ADEA. Id. Moser's second EEOC claim was denied on May 28, 2013. Id. Specifically, Moser's second claim asserted that his termination was motivated by the filing of his original EEOC claim in October 2012. Id. Moser asserts that the filing of the October 11 th EEOC charge was a protected activity and that his termination was in retaliation of such filing, a violation of 29 U.S.C. § 621 et seq. Id.
Based on the foregoing events, Moser pursues a claim for Age Discrimination pursuant to 29 U.S.C. § 621, a state law claim for wrongful discharge pursuant to the North Carolina Equal Employment Practices Act ("EEPA"), N.C.G.S. § 143-422.1 et seq., and a Retaliation claim under the ADEA pursuant to 29 U.S.C. § 621 et seq. (Doc. 6, p. 1). DSI filed the Motion to Dismiss (Doc. 10), to which Moser responded (Doc. 12, 13) and DSI replied (Doc. 14). The Court now considers the merits of Defendant's Motion to Dismiss.
A motion filed pursuant to 12(b)(6) of the Federal Rules of Civil Procedure challenges the legal sufficiency of a complaint,
"Federal Rules of Civil Procedure 8(a)(2) requires only a `short and plain statement of the claim showing that the pleader is entitled to relief,' in order to `give the defendant fair notice of what the... claim is and the grounds upon which it rests.'" Id. (quoting Fed.R.Civ.P. 8(a)(2) and Conley v. Gibson, 355 U.S. 41, 47, 78 S.Ct. 99, 2 L.Ed.2d 80 (1957)). The decisive standard is that the combined allegations, taken as true
When ruling on a Rule 12(b)(6) motion, the Court accepts "as true all well-pleaded allegations and view[s] the complaint in the light most favorable to the plaintiff." Philips v. Pitt Cnty. Mem'l Hosp., 572 F.3d 176, 180 (4th Cir.2009). A court evaluates the complaint in its entirety, as well as "documents attached to or incorporated into the complaint." Sec'y of State for Defence v. Trimble Navigation Ltd., 484 F.3d 700, 705 (4th Cir.2007) (citing Fed. R.Civ.P. 10(c)); Phillips v. LCI Int'l Inc., 190 F.3d 609, 618 (4th Cir.1999) (stating that "a court may consider [a document outside the complaint] in determining whether to dismiss the complaint" where the document "was integral to and explicitly relied on in the complaint" and there was no authenticity challenge). However, the district court cannot go beyond these integral documents on a Rule 12(b)(6) motion without converting the motion into one of for summary judgment. Fed.R.Civ.P. 12(b, d), 56.
In the instant action, Moser first contends that his termination violated the Age Discrimination in Employment Act (the "ADEA"). (Doc. 6, 4). The ADEA sets forth that:
29 U.S.C. § 623(a)(1) (brackets, ellipses, and emphasis in original). In an ADEA case, the plaintiff bears the burden of proving that the defendant's adverse hiring decision
In order to establish a prima facie case pursuant to McDonnell Douglas, the plaintiff must show that: 1) he is within the protected age group;
Here, the adverse employment decision criterion is not at issue since Mr. Moser's employment was terminated. Similarly, it is uncontested that at the time of his termination, Mr. Moser was 64 years old and was a member of the protected class. (Doc. 6, 2). Both parties have advanced competing legal positions regarding the third and fourth requirements for a prima facie case, but neither has done so compellingly.
Because Moser alleges that DSI President Jim Inman ("Inman") informed him on or about August 3, 2012, that the company wanted to "find a younger person for [Moser's] position," Moser does not have to make out a prima facie case to survive Rule 12 scrutiny. Inman's alleged statement is direct evidence of a discriminatory animus and, therefore, gives rise to an inference of discrimination. The record does not establish whether Mr. Inman played an integral role in terminating Moser. However, the remarks made by Inman, as President of DSI, were undeniably related to the employment decision in question. Inman's statement both reflects directly on the alleged age discriminatory attitude and bears directly on the termination
The North Carolina Equal Employment Practices Act ("NCEEPA") prohibits discrimination based on age as against public policy. Specifically, the statute provides that:
N.C. GEN.STAT. § 143-422.2 (1977). "Ordinarily, an employee without a definite term of employment is an employee at-will and may be discharged without reason." Coman v. Thomas Mfg., Co., 325 N.C. 172, 381 S.E.2d 445, 446 (1989) (citing Still v. Lance, 279 N.C. 254, 182 S.E.2d 403 (1971)). "North Carolina is an employment-at-will state." Garner v. Rentenbach Constructors, Inc., 350 N.C. 567, 515 S.E.2d 438, 439 (1999). "Any exception to the at-will-employment doctrine should be adopted only with substantial justification grounded in compelling considerations of public policy." Salter v. E & J Healthcare, Inc., 155 N.C. App. 685, 575 S.E.2d 46, 52 (2003).
The public policy exception referenced above is a very narrow exception to the employment-at-will doctrine. Id. In order to properly invoke the doctrine and state a claim for unlawful discrimination, plaintiff must allege an "unlawful discharge." Blair v. Randolph County Bd. of Educ., 212 N.C. App. 419, 713 S.E.2d 793, 2011 WL 2206690 (2011). The burden rests solely on the plaintiff to demonstrate that he was the victim of a protected discriminatory action. See generally, Salter, 575 S.E.2d at 51 (asserting that for a claim of retaliatory termination, "the employee has the burden of pleading and proving that the employee's dismissal occurred for a reason that violates public policy.") North Carolina courts have routinely held that if a "plaintiff's ADEA claim fails, his [state] law claim for wrongful discharge on the basis of unlawful age discrimination also fails." Rishel v. Nationwide Mut. Ins. Co., 297 F.Supp.2d 854, 875 (M.D.N.C. 2003).
In the present action, Moser has alleged that his age was a motivating factor for his termination. Specifically, Moser asserts that the President of DSI informed him that the company wanted to hire a younger employee for his position and that it fired him accordingly. For the reasons discussed in the analysis of the ADEA age discrimination claim, Moser has alleged sufficient facts establishing direct evidence that age was a substantial or motivating factor in his termination. Because North Carolina has adopted the same standards of proof and burden shifting analysis in state law discrimination cases as in federal discrimination cases, North Carolina Dep't of Correction v. Gibson, 308 N.C. 131, 301 S.E.2d 78, 82, 85 (1983), and Moser alleges the same factual
Finally, Moser asserts that he was terminated in retaliation for filing a claim with the EEOC. An employer violates the ADEA by retaliating against an employee for engaging in protected activity. 29 U.S.C. § 623(d) (2000). The elements of a prima facie case of retaliation are:
Williams v. Cerberonics, Inc., 871 F.2d 452, 457 (4th Cir.1989).
Here, Moser maintains that DSI terminated his employment on October 12, 2012 based on his age and in retaliation for filing his initial EEOC claim. (Docs. 6, 3). DSI asserts that it terminated Moser because he was not meeting legitimate job expectations and his performance was "not acceptable." (Docs. 11, 8). Based on the facts asserted in the Complaint, a claim with the EEOC was filed on October 11, 2012 and a copy of it was "sent" to DSI on the same day. (Docs. 13, 2). Applying McDonnell Douglas, Moser sufficiently alleges that he was engaged in a protected activity by the filing of his EEOC charge on October 11, 2012 and that DSI took an adverse employment action against him by terminating him on October 12, 2012. (Docs. 13, 2-3). The Court cannot conclude as a matter of law, even assuming all of Moser's factual allegations are true
In conclusion, Moser has alleged facts sufficient to nudge his ADEA age discrimination, state law wrongful discharge, and ADEA retaliation claim across the line from merely conceivable to plausible and has given DSI fair notice of the claims against it as well as the grounds upon which those claims rest.