CATHY BISSOON, District Judge.
This case was referred to United States Magistrate Judge Robert C. Mitchell for pretrial proceedings in accordance with the Magistrates Act, 28 U.S.C. §§ 636(b)(1)(A) and (B), and Rules 72.C and 72.D of the Local Rules for Magistrates. On March 6, 2013, the magistrate judge issued a Report and Recommendation (Doc. 41) recommending that Defendant's motion for summary judgment (Doc. 24) be granted. Service of the Report and Recommendation was made on the parties, Plaintiff timely filed Objections (Doc. 43) and Defendant
After a de novo review of the pleadings and documents i n the case, together with the Report and Recommendation, Objections and Response to Objections, the following Order is entered:
IT IS HEREBY ORDERED that the Report and Recommendation of March 6, 2013 (Doc. 41) is adopted as the opinion of the Court.
IT IS FURTHER ORDERED that Defendant's motion for summary judgment (Doc. 24) is GRANTED.
ROBERT C. MITCHELL, United States Magistrate Judge.
It is respectfully recommended that the motion for summary judgment filed on behalf of the Defendant (ECF No. 24) be granted.
Plaintiff, John J. Murphy, brings this employment discrimination action pursuant to the Age Discrimination in Employment Act, 29 U.S.C. §§ 621-34 (ADEA), and the Pennsylvania Human Relations Act, 43 P.S. §§ 951-63 (PHRA), against the Defendant, Center for Emergency Medicine of Western Pennsylvania, Inc. d/b/a Stat MedEvac ("CEM"). He alleges that Defendant discriminated against him on the basis of his age (58) when it terminated him from his position as an aircraft mechanic on June 8, 2010.
Currently pending for resolution is a motion for summary judgment, brought on behalf of the Defendant. For the reasons that follow, the motion should be granted.
CEM arranges, coordinates and operates air ambulance services. CEM employs aircraft mechanics to service and maintain its fleet of aircraft. (Horgan Dep. Ex. 36 at. 2.)
Plaintiff was born on August 28, 1951. (Murphy Dep. at 7.)
By contrast, Defendant responds that there are no formal company documents referring to Murphy as an "avionics technician" and that there are no job descriptions making reference to such a position. Rather, the job descriptions are for the two positions held by mechanics at CEM, Site Mechanics and Fixed Base Mechanics. (Murphy Dep. Ex. 7 at CEM-00390, CEM-00403 to CEM-00406.)
Defendant has produced the February 5, 2007 letter confirming Plaintiffs offer of employment, which states that "Your official appointment will begin Monday, February 26, 2007 (this will remain your annual anniversary review date) in the position of full-time Fixed Base Mechanic for the STAT MedEvac Program, Department at an annual rate of $65,000." (Murphy Dep. Ex. 2.)
Plaintiff argues that, even if his job title technically was Fixed Base Mechanic, he was considered an avionics technician based upon his experience, as were two other Fixed Base Mechanics, Greg Winkle and Don Wilson. (Murphy Dep. at 41;
Defendant responds that Claypool testified there was no specific difference between avionics and mechanics at the hangar. (Claypool Dep. at 18.) He testified there were not different people designated as avionics technicians and mechanics. (Claypool Dep. at 19.) He stated that Murphy was not the avionics manager,
Winkle testified that never at any point in his time at CEM was avionics his main job (Winkle Dep. at 8-9.)
Regarding the certificate, Senior HR Consultant Stacey Hardesty was asked, "Do you recognize this?" and she responded, "No." As Hardesty explained, "I wasn't in this role at that point." When asked if she had ever heard the term "Avionics Manager" Hardesty responded "No." (Hardesty Dep. at 74, 92.)
The Court concludes that, although Plaintiff has pointed to certain evidence that he considered himself an avionics technician, he has not proffered evidence that CEM, and particularly his supervisors,
Defendant indicates that there are two types of mechanics at CEM, Fixed Base Mechanics and Site Mechanics. (Horgan Dep. Ex. 36 at 2.) Both types of mechanics perform the same job, that is, they are responsible for maintaining the helicopters in the Stat MedEvac system. The only difference between the Fixed Base Mechanics and the Site Mechanics is where they work and how they are paid. (Horgan Dep. at 80.) Plaintiff states that Site Mechanics also do not perform heavy maintenance; they inspect the aircraft every day and make small repairs to ensure that the aircraft is air worthy. (Murphy Dep. at 81.)
The Fixed Base Mechanics work at the Allegheny County Airport and are scheduled to work a regular 40-hour work week. (Horgan Dep. Ex. 36.) Site Mechanics are scheduled to work 10 days on and 4 days off, and are paid 80 hours every two weeks (Horgan Dep. at 74-77 & Ex. 36.)
Site Mechanics go to their base every day, inspect the aircraft, perform any necessary repairs, and then are on call twenty four hours a day, seven days a week. (Horgan Dep. at 74-77.) Plaintiff notes that the actual daily inspection each day may only take one to two hours, but because the Site Mechanic remains on call the rest of the day and may have to come back in to fix the aircraft, the Site Mechanic is paid for 80 hours every two weeks. However, if the Site Mechanic actually works more than 40 hours in a week, he is paid overtime, as is the Fixed Base Mechanic. (Horgan Dep. at 77.)
Defendant states that Plaintiff knew when he accepted the Fixed Base Mechanic position in February 2007 that the Site Mechanics were paid differently than the Fixed Base Mechanics (Murphy Dep. 81, 228.) Plaintiff responds that he did not
Stat MedEvac has seventeen bases in Pennsylvania, Ohio, Maryland and Washington, D.C. (Horgan Dep. Ex. 36 at 2.) Each of the bases is numbered, and the base known as MedEvac 4 is located at the Allegheny County Airport.
Because of its location, the Fixed Base Mechanics were asked to cover for the Site Mechanics at MedEvac 4. On May 13, 2010, Claypool sent an e-mail stating, "Make sure two of you guys daily Med 4 first thing in the morning." On July 29, 2009, a message stated "the hangar will cover med 4 on August 7, 8, 9 and 20, 21, 22, 23 as per Tom and Rick." (ECF No. 27 Ex. B.)
Every weekend, a Fixed Base Mechanic is on call, because Stat MedEvac is a 24-hour, 7-day a week operation, in light of the fact that medical emergencies do not only happen during normal working hours. (Murphy Dep. at 146-47, 160.)
Claypool began working for CEM in September 2007 as the Fixed Base Manager, approximately seven months after Murphy started. (Murphy Dep. 83-85; Claypool Dep. at 9.) As the Fixed Base Manager, Claypool reported directly to the Director of Maintenance, who, in 2007, was Chris Cura, succeeded by Charles Horgan in April 2010. (Claypool Dep. at 9, 55; Horgan Dep. at 8.)
Before Claypool was hired, Murphy had been reporting directly to Cura, the Director of Maintenance. (Murphy Dep. at 76-77.) After Claypool was hired, Murphy reported directly to Claypool. (Murphy Dep. at 90.)
Murphy and Claypool had previously worked together at C.J. Systems as peers. (Murphy Dep. at 85.) Murphy described his relationship with Claypool as "a friend," both during his employment with CEM and at C.J. Systems (Murphy Dep. at 85-86.) Murphy and Claypool socialized on a number of occasions, including attending approximately 15 to 20 NASCAR events together, until October 2009 when Claypool issued a written reprimand to Murphy, as described below. (Murphy Dep. at 86-88.)
Murphy did not think Claypool was "management material," although he indicated that Claypool did "ok" as a manager. (Murphy Dep. at 89.) Defendant states that, in an email Claypool sent to Murphy on January 6, 2008 regarding Claypool being the only manager in the hangar, Murphy responded, "Now I know how Rodney Dangerfield felt." (Murphy Dep. Ex. 16.) Plaintiff explained that he was "making a joke" and referring to comedian Rodney Dangerfield's famous act about getting "no respect." (Murphy Dep. at 163-64.)
On November 9, 2009, Claypool notified Murphy, who had called off sick, that he should have called in to Claypool as his supervisor, as he was required to do. (Murphy Dep. Ex. 17.) Murphy explained
Beginning in 2008, Claypool began a system of randomly rotating the Fixed Base Mechanics for on-call weekends in order to evenly distribute the work and the burden of working on the weekend. (Claypool Dep. at 67-68, 175-79, 183-85 & Ex. 18
Cura agreed that Murphy, Winkle and Wilson, who all had experience in avionics, would not be placed on the on-call list, as long as they agreed to take avionics calls. (Murphy Dep. at 150-51, 177.) Because Winkle and Wilson did not believe this was fair to the other Fixed Base Mechanics, they asked to be placed back on the on-call list (Murphy Dep. at 151; Winkle Dep. at 114.)
Murphy did not request to be placed back on the on-call list. (Murphy Dep. at 151.) Instead, in exchange for Murphy handling the avionics calls, Cura agreed to take him off the on-call rotation list so he did not have to come in on the weekends. (Murphy Dep. at 151; Claypool Dep. at 157.
Claypool states that he began receiving complaints from Horgan, Tom Rolison (the Site Manager), and some Site Mechanics that Murphy would not answer his telephone calls. (Claypool Dep. at 55, 107, 137-38
On October 26, 2009, Plaintiff received a written reprimand from Claypool which stated as follows:
(Claypool Dep. Ex. 11.)
Plaintiff wrote to Cura on October 28, 2009 to dispute the reprimand he received from Claypool:
(Claypool Dep. Ex. 13.)
Cura wrote back to Murphy that same day:
(Claypool Dep. Ex. 15.)
Plaintiff wrote back to Cura:
(Claypool Dep. Ex. 15.) In addition, Murphy stated that he suggested to Cura that Claypool should be "counseled" for including inaccurate information in the reprimand. (Murphy Dep. at 178-79.)
Murphy contends that, shortly after this incident, Claypool removed the computer he needed to locate parts and manuals for work. (Claypool Dep. Ex. 16;
After the reprimand, in January 2010, Murphy was placed on the regular rotation schedule along with the other Fixed Base Mechanics to work on weekends. (Murphy Dep. at 152.) As part of the regular rotation, Murphy had been assigned to be on call Memorial Day weekend of 2010. (Murphy Dep. at 123-24, 154-55; Claypool Dep. at 160.
Murphy did not want to work the holiday weekend. (Murphy Dep. at 234.) On May 14, 2010, Murphy sent an e-mail to the other Fixed Base Mechanics which stated, "Anyone interested in taking my weekend coverage 5/29 and 5/30, for the overtime plus an extra $50. This would not be a trade." (Murphy Dep. at 187-88; Claypool Dep. Ex. 17.
In addition to being on call for the hangar, Murphy was also assigned to cover for the Site Mechanic at MedEvac 4. On May 18, 2010, Claypool informed Murphy:
Plaintiff does not know whether covering for Site Mechanics was part of a Fixed Base Mechanic's job responsibilities, but he contends that it was not part of his job duties because his only experience was in avionics. (Murphy Dep. at 190-91.) However, as discussed above, Murphy was a Fixed Base Mechanic at CEM and the job description for the Fixed Base Mechanic specifically provides that the Fixed Based Mechanic will provide the Fixed Base Maintenance Manager "with the current airworthiness status of the base aircraft." (Murphy Dep. Ex. 7 at CEM-00404.)
Murphy notes that Claypool testified he never asked for other volunteers to cover the site instead of Murphy (Claypool Dep. at 208.) Nor did Claypool consider covering it himself, though that is one of the duties listed in the Fixed Base Manager job description. (Horgan Dep. Ex. 30.)
According to Claypool, as long as a mechanic had the Aircraft and Powerframe license, the Fixed Base Mechanic was able to do anything on the aircraft. (Claypool Dep. at 27.) However, Plaintiff disputes that any mechanic with an Aircraft and Powerframe license is automatically capable of "do[ing] anything on the aircraft." (Claypool Dep. at 27.) In fact, even at Stat MedEvac, mechanics attend additional training schools and are sometimes instructed to train co-workers with less experience. (Claypool Dep. Ex. 2 at CEM-00312
On May 21, 2010, Murphy wrote to Horgan: "Are there any site jobs open at this time? ? ?" (Horgan Dep. Ex. 33.)
(Id.) Both parties attempt to make much more out of this exchange than the text allows. Defendant argues that Murphy's inquiry about the availability of a Site Mechanic position undermines his contention that he was not qualified to cover for a Site Mechanic on Memorial Day weekend. However, Plaintiff explained at his deposition that he made this request because he was tired of the attitude he was receiving from Claypool, "being singled out for discipline and things like that." (Murphy Dep. at 192.) See also Horgan Dep. at 124
Plaintiff focuses on Horgan's statement that he was "set in his ways." Although this comment, taken out of context, is ambiguous and could be supportive of Plaintiffs case, the clear import of the comment in context is that Horgan was attempting to resolve Murphy's dispute with Claypool and that he did not want Murphy to leave. Horgan explained that both Murphy and Claypool felt strongly about their positions, but thought he could work out their differences. He denied that the phrase "set in his ways" had anything to do with
In response to Murphy's "refusal" (Horgan's term) to do the job because he did not feel comfortable inspecting the aircraft, Horgan told Claypool to have Murphy shadow Winkle and Jason Dooley, both of whom are Fixed Base Mechanics, and Tom Eiter, who is a Site Mechanic. (Murphy Dep. at 196-97, 212-13; Horgan Dep. at 115-16
The day after Murphy worked his on-call weekend, Tuesday, June 1, 2010, he had a discussion over coffee with some of the other Fixed Base Mechanics, namely Winkle, Adam Backo and Bill Deemer. (Murphy Dep. at 223-24.) According to Murphy, one of the mechanics asked how the weekend went. (Murphy Dep. at 225.) As Murphy explained, "It was kind of standard procedure for the guy that was on call for the weekend, somebody would ask them did you get called in." (Murphy Dep. at 225.) Deemer (Murphy believes) told him that he only got paid two hours for working the site, and Murphy responded that was not right, he put down eight (or nine) hours for covering the site. (Murphy Dep. at 225-26, 230.) During that discussion, Winkle said something along the lines of "good luck because I don't think they are going to pay for it." (Murphy Dep. at 229.)
Murphy explained that he entered eight hours because that was his understanding of how Site Mechanics were paid and recorded their time. (Murphy Dep. at 227.) Nine hours appear on his time card because Murphy was also performing on-call duty for the hangar that weekend and, as he understood from his prior weekend on-call shifts, he was entitled to one hour of overtime pay for remaining on-call if he was not called into the hangar. (Murphy Dep. at 230-31; Claypool Dep. Ex. 24.
Murphy testified that, since Site Mechanics are paid for 80 hours on each 10-day shift, he reasonably surmised that they were paid 8 hours for each day on-call. (Murphy Dep. at 225.) Defendant points to notes of a meeting held on January 25, 2010 in which it was explained how Fixed Base Mechanics would be paid for their on-call time on the weekend. (Claypool Dep. Ex. 5.)
Plaintiff states that Winkle (age 27 in 2010) had once covered a Site Mechanic's position and that after he returned home, Winkle was paid for the 8 hours he remained on call. (Murphy Dep. at 5, 229; Winkle Dep. at 98; Winkle Dep. Ex. 28.
Although Murphy had entered his time before this discussion, he had not yet approved his time, and could have immediately changed his time after this discussion, but did not do so. (Murphy Dep. at 226.) After this discussion, Murphy never asked anyone to clarify for him what time he should put down for working that weekend. (Murphy Dep. at 217, 233-34.) At his deposition, Murphy insisted that he asked Claypool at least twice if he had entered his time correctly and if he should change his time. (Murphy Dep. at 236.) However, as discussed below, Murphy did not talk to Claypool until June 4, when the investigation was already underway. (Murphy Dep. at 213.)
Murphy put nine hours each day on his time card for that weekend, yet admits he did not work nine hours each of those days (Murphy Dep. at 231-33 & Ex. 21.) Murphy maintains that he believed he was completing his time card correctly. He admits that he marked nine hours for May 29 and May 30 — one hour for covering the hangar "on-call" duty and eight hours for covering the Site Mechanic's position. (Claypool Dep. Ex. 24.)
The parties dispute what happened next. Winkle testified that he went to talk to Claypool to ask about CEM's policy regarding recording time when performing a Site Mechanic's job. (Winkle Dep. at 80-81.)
Claypool's recollection of the same conversation is much different. (Claypool Dep. at 210-13.) Claypool testified that, on June 2, 2010, Winkle, Deemer and Backo approached him as a group to ask why they were not paid for eight hours when they covered a Site Mechanic's position. They stated that Murphy had indicated that he was putting down 9 hours total for the time and that "he was going to get paid for his inconvenience for that weekend." (Claypool Dep. at 211-12.) Claypool also considered the group's question to be a "complaint." (Claypool Dep. at 212-13.)
Plaintiff notes that he was not required to submit his timecard until Friday, June 4, 2010, and that timecards proceed through a two-step supervisor approval process for accuracy before being finally submitted to payroll. (Claypool Dep. at 214, 222-24; Hardesty Dep. at 86.)
Claypool testified that he felt he had to alert his supervisor to this issue. (Claypool Dep. 212.) Claypool called Horgan, the Director of Maintenance, who was on vacation, and told him that Murphy had lied on his time card intentionally and asked what should be done about it. (Horgan
(Horgan Dep. at 128-29.)
Plaintiff contends that Claypool was so convincing in his rendition of the circumstances surrounding his timecard that Horgan did not feel it was necessary to ask Murphy any questions or investigate the matter at all before instructing Claypool to inform Hardesty of the situation:
(Horgan Dep. at 145-46.)
Horgan testified that he told Claypool to gather statements from Winkle, Backo and Deemer
Plaintiff notes that Horgan never asked him about his timecard and he did not direct Claypool to find out more about it. As Horgan put it, Claypool "made it clear to me that [Murphy] had intentionally lied on his timecard. That was clear to me from what [Claypool] said." (Horgan Dep. at 146, 159.)
The next day, June 3, 2010, Claypool emailed Hardesty in the morning to say
(Hardesty Dep. Ex. 43 at CEM-00714.) Deemer wrote that:
(Hardesty Dep. Ex. 43 at CEM-00715). Winkle wrote in part that Murphy "said he felt this was fair because he was doing two jobs. I told him good luck because I don't think they (CEM) are going to pay for it." (Hardesty Dep. Ex. 43 at CEM-00716.) In his email forwarding the statements to Hardesty, Claypool stated that Murphy "was very disgruntled about having to be on call and made several attempts to get out of it." (Hardesty Dep. Ex. 43 at CEM-00709.)
Hardesty reviewed the statements. (Hardesty Dep. at 89.) She states that she came to the conclusions that: 1) Murphy had put down 8 hours of time for his on-call coverage of MedEvac 4 because he felt he was being inconvenienced for having to work over the weekend; 2) this was not company policy; and 3) Murphy was either aware that what he had done was improper or was made aware of it by what the other mechanics had said and yet had not gone back to change his timecard. (Hardesty Dep. at 95-99.) She testified that, if Murphy had asked a manager before entering his time if he was correct in his assumptions about how he should record his time, he would not have been fired. (Hardesty Dep. at 99-100.) However, she testified that, because he entered 8 hours of time and considering that he had made known that he did not want to work that weekend and that fellow mechanics had told him he was not entering the time correctly and he did not attempt to change it or ask a manager about it, she concluded that he was attempting to "steal time" from the company. (Hardesty Dep. at 100-02.)
Late in the afternoon of June 3, Hardesty wrote to Claypool as follows:
On Friday morning, Claypool met with Murphy and asked for his written statement. (Claypool Dep. at 231.)
(Murphy Dep. at 236.)
In his statement, Murphy wrote as follows:
(Hardesty Dep. Ex. 43 at CEM-00721.)
Claypool sent the statement to Hardesty along with the following comments:
(Hardesty Dep. Ex. 43 at CEM-00718.)
(Hardesty Dep. Ex. 43 at CEM-00722.)
Hardesty testified that, although Murphy wrote that he simply assumed how to put in the time because he did not know what to do, she concluded that he had intentionally falsified his timecard, based upon the mechanics' statements and Claypool's indication that the issue had been made clear at meetings. (Hardesty Dep. at 107-16, 124.) When asked for the factors she considered, she responded:
(Hardesty Dep. at 119.) See also Horgan Dep. at 148
Murphy testified that, later that afternoon, he asked Claypool about the timecard:
(Murphy Dep. at 238.)
Hardesty concluded that Murphy should be terminated and she discussed her recommendation with her supervisor, with the legal department and with the President and CEO of CEM, Doug Garretson, who all agreed with Hardesty's recommendation. (Hardesty Dep. at 122-23.) However, she wanted to wait until Monday, June 7, when Horgan would return from his vacation. (Hardesty Dep. at 116, 122.) She states that she did not speak to Murphy at all, nor did she ask Claypool what his opinion was. (Hardesty Dep. at 123.) See also Claypool Dep. at 233 (he did not give his opinion to anyone).
On Monday, Horgan spoke to Hardesty, Claypool and several other individuals and agreed with the proposed course of action. (Horgan Dep. at 155, 157-60.)
He was replaced at CEM by a younger mechanic, Bob Hribal (age 45 in 2010). (Horgan Dep. at 165-66;
After Murphy was terminated, he filed an internal grievance by sending a letter to Hardesty on June 9, 2010. He claimed that Claypool never told him the number of hours to enter on his timecard, that he was on call for two days and that, since a Site Mechanic is paid for 8 hours per day regardless of how long he is actually at the site, he could only assume that he should enter 8 hours on his timecard. (Murphy Dep. Ex. 22.)
On July 20, 2010, CEM President and CEO Doug Garretson met with Murphy. In an email to Hardesty following this meeting, Garretson wrote as follows:
(Hardesty Dep. Ex. 44.)
After he was terminated, Murphy filed a charge of discrimination with the Equal Employment Opportunity Commission (EEOC) as a procedural prerequisite to initiating this action. (Murphy Dep. at 269 & Ex. 24.) Defendant contends that, during his intake interview and in the questionnaire, Murphy offered the EEOC a reason other than age as to why he felt he had been treated disparately. (Murphy Dep. at 206; ECF No. 27 Ex. A.) Specifically, it contends that Murphy indicated there was tension between him and Claypool, and Murphy believed he had been retaliated against for pointing out an error to Claypool in the year before his discharge. (Murphy Dep. at 204-08.)
In a statement Murphy wrote to the EEOC on July 28, 2010 explaining what his witnesses would tell the EEOC, Murphy wrote that Horgan "knows my immediate supervisor was retaliating against me for a deficient `letter of reprimand' the previous fall." (ECF No. 27 Ex. A.) Murphy also wrote that, "I believe [Claypool] is retaliating against me for pointing out his errors on a letter of reprimand he tried to give me, which proved to be seriously flawed." (Id.)
(Murphy Dep. at 204.)
In a letter to Murphy dated August 2, 2011, Frank Rodia, the EEOC investigator, wrote:
(Murphy Dep. Ex. 20.)
Plaintiff notes that this document expresses only Rodia's opinion of evidence provided to him by Murphy and CEM. Plaintiff contends that he made no admission to Rodia that there was a reason other than age that he was treated disparately. At his deposition, he acknowledged only that this is what Rodia's letter said. (Murphy Dep. at 206.)
On August 29, 2011, the EEOC closed its file in this matter and issued a Notice of Right to Sue letter, stating:
(Murphy Dep. at 272-73 & Ex. 25.)
Plaintiff filed this action on November 28, 2011. He alleges that Defendant discriminated against him on the basis of his age when it terminated him on June 8, 2010. On October 15, 2012, Defendant filed a motion for summary judgment. Plaintiff filed a brief in opposition on November 19, 2012. Defendant filed a reply brief on December 7, 2012 and Plaintiff requested and received leave to file a sur-reply brief, which he filed on December 26, 2012.
As amended effective December 1, 2010, the Federal Rules of Civil Procedure provide that: "The court shall grant summary judgment if the movant 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). Summary judgment may be granted against a party who fails to adduce facts sufficient to establish the existence of any element essential to that party's case, and for which that party will bear the burden of proof at trial. Celotex Corp. v. Catrett, 477 U.S. 317, 322, 106 S.Ct. 2548, 91
In following this directive, a court must take the facts in the light most favorable to the non-moving party, and must draw all reasonable inferences and resolve all doubts in that party's favor. Hugh v. Butler County Family YMCA, 418 F.3d 265, 266 (3d Cir.2005); Doe v. County of Centre, PA., 242 F.3d 437, 446 (3d Cir.2001).
The ADEA provides that it is an unlawful employment practice for an employer to discharge or discriminate against any individual because of such individual's age if that individual is over 40. 29 U.S.C. §§ 623(a), 631(a). The PHRA also prohibits such discrimination. 43 P.S. § 955(a). In the absence of direct evidence of discrimination, a plaintiff may establish a prima facie case of discrimination indirectly following the shifting burden analysis set forth by the Supreme Court in McDonnell Douglas v. Green, 411 U.S. 792, 802, 93 S.Ct. 1817, 36 L.Ed.2d 668 (1973) and refined in Texas Department of Community Affairs v. Burdine, 450 U.S. 248, 252-53, 101 S.Ct. 1089, 67 L.Ed.2d 207 (1981). Chipollini v. Spencer Gifts, Inc., 814 F.2d 893, 897 (3d Cir.1987) (en banc). This model also applies to actions brought pursuant to the PHRA. See Connors v. Chrysler Fin. Corp., 160 F.3d 971, 972 (3d Cir. 1998).
As the Court of Appeals for the Third Circuit has stated:
Sarullo v. U.S. Postal Serv., 352 F.3d 789, 797 (3d Cir.2003) (footnote and citations omitted).
The Court of Appeals has indicated that, to state a prima facie case of age discrimination in a termination case, a plaintiff must establish that she was at least 40 years of age, that she was qualified for the position, that she suffered an adverse employment decision and that she was replaced by a sufficiently younger person to create an inference of age discrimination. Showalter v. University of Pittsburgh Med. Ctr., 190 F.3d 231, 234 (3d Cir.1999) (citation omitted).
If the employee presents a prima facie case of discrimination, the employer must "articulate some legitimate, nondiscriminatory reason for the [adverse employment action]." McDonnell Douglas, 411 U.S. at 802. If the employer specifies a reason for its action, the employee must have an opportunity to prove the employer's reason for the adverse employment action was a pretext for unlawful discrimination. Id. at 804. The Court of Appeals has stated that:
Fuentes v. Perskie, 32 F.3d 759, 764 (3d Cir.1994) (citations omitted).
With respect to the ADEA, the Supreme Court has held that shifting the burden of persuasion is improper because the plain language of the statute requires the plaintiff to prove that the defendant took the action "because of the plaintiff's age." Gross v. FBL Financial Servs., 557 U.S. 167, 129 S.Ct. 2343, 174 L.Ed.2d 119 (2009). Nevertheless, the Court of Appeals has held that Gross "does not forbid our adherence to precedent applying McDonnell Douglas to age discrimination cases" because McDonnell Douglas does not require shifting the burden of persuasion, but only the burden of production. Smith v. City of Allentown, 589 F.3d 684, 691 (3d Cir.2009). Nevertheless, and unlike a case brought under Title VII, "in order to demonstrate pretext under Fuentes, it is incumbent upon the plaintiff to demonstrate that age was a determinative or `the "but-for" cause of an employer's adverse decision;' it is not sufficient to simply show that age was `a motivating factor.'" Hodczak v. Latrobe Specialty Steel Co., 761 F.Supp.2d 261, 268 (W.D.Pa. 2010) (McVerry, J.) (quoting Gross, 557 U.S. at 174), aff'd mem., 451 Fed. Appx. 238 (3d Cir.2011).
Defendant concedes for purposes of this motion that Plaintiff can set forth a prima facie case of discrimination. However, it argues that it has proffered a legitimate, non-discriminatory reasons for his termination (namely that he falsified his time-card by putting down time that he did not actually work, as he admits) and he has failed to present evidence from which the trier of fact could conclude that this reason was a pretext for unlawful age discrimination. Defendant contends that Plaintiff cannot survive summary judgment because he must show that age was the determinative factor (not merely one of several factors) and he himself told the EEOC investigator of a non age-related reason why he was fired — Claypool's retaliation against him for pointing out an error in the letter of reprimand that Claypool had given him. It also argues that, because Plaintiff alleges that the only person who discriminated against him was Claypool, his claim cannot survive because the decision makers were Hardesty and Horgan, not Claypool. Finally, in the alternative, Defendant argues that it is entitled to partial summary judgment on the issue of back pay damages because Plaintiff voluntarily accepted a position in Philadelphia which essentially resulted in him making less money.
Plaintiff responds that Claypool's letter of reprimand and his subsequent retaliation are evidence of and are related to Claypool's age-based discriminatory animus against him, and he further contends that Defendant cannot rely on an EEOC investigator's opinion based on information Plaintiff provided in an intake questionnaire. Moreover, Plaintiff disputes that he "admitted" that he violated company policy and in fact he has always maintained that he properly completed the time card the way a Site Mechanic would as that was the role he was assigned for Memorial Day weekend. In addition, Plaintiff argues that he has pointed to other, younger employees who filled out time cards in the same way and were not terminated or even disciplined as a result.
With respect to Defendant's argument about Claypool not being the decision maker,
Plaintiff argues that Claypool, Horgan and others referred to him as "Old Man" and "Blue" and that Horgan described him as being "set in his ways" just a few weeks before he was terminated. He contends that these comments can be considered as evidence of age based discriminatory animus in the workplace. Finally, Plaintiff contends that he did mitigate his damages and that there are genuine issues of fact as to whether his position at L.J. Aviation was "substantially equivalent" to his position at CEM.
In a reply brief, Defendant argues that, to the extent Plaintiff is now arguing that the letter of reprimand he received from Claypool in October 2009 constituted an act of age discrimination, such a claim fails for a variety of reasons. Specifically: he never raised it to the EEOC and it would have been untimely if he had raised it (because it occurred more than 300 days he filed his charge of discrimination on October 17, 2010); it is not within the scope of the charge he filed; he did not consider it to be a reprimand and it did not affect his pay; it was Cura, rather than Claypool, who made the decision to give him the written warning and Horgan (who Plaintiff testified was fair to everyone) and Tom Rolison complained about the fact that Plaintiff was not answering telephone calls; it is undisputed that Claypool never had any complaints about anyone else not answering telephone calls so there would be no basis to conclude that Plaintiff was treated differently; and in his complaint to Cura, Plaintiff never indicated that he felt the reprimand was the result of age discrimination.
Defendant also argues that Plaintiff cannot discredit its proffered reason by asserting that CEM was wrong in its belief that he falsified his time card, and it is undisputed that he put down nine hours on the time card but did not work nine hours. Three other Fixed Base Mechanics told him that he was not supposed to put down eight hours for the day, but he refused to listen to them. Rather, they heard him "expressing his disgust about being `on call' over the past weekend" and stating that he "should be paid 8 hours a day for his inconvenience." (Hardesty Dep. at 43.) Defendant contends that Plaintiff cannot compare himself to Winkle, who put down eight hours a day when he covered a Site Mechanic position during a week (and Fixed Base Mechanics are guaranteed 40 hours of work for the week) as opposed to being on call over a weekend. Nor, it argues, can Plaintiff compare himself to Peagler, because Peagler did not engage in the same conduct he did.
Defendant argues that Hardesty and Horgan made the decision to terminate Plaintiff based on the statements forwarded by Winkle, Backo and Deemer and Plaintiffs e-mail attempting to sell his overtime, and that Claypool's involvement consisted of forwarding various materials requested by Hardesty. It further contends that Plaintiffs citation of stray remarks does not alter the result, particularly because they were not made during the decision making process, they were not about age, and Plaintiff himself used the nickname "Blue 2" to refer to a co-worker at C.J. Systems. It argues that the fact that Plaintiff was the oldest Fixed Base manager does not create a discriminatory inference. Finally, it contends that the
Plaintiff has filed a sur-reply, in which he contends that: 1) Defendant relies on two sentences he wrote on an intake questionnaire to an EEOC investigator, but ignores contradictory evidence he subsequently produced to the EEOC and in this case that supports his contention that Claypool's October 2009 letter of reprimand evidences that Claypool treated him differently from younger CEM employees; 2) the Court can consider evidence related to the October 2009 letter of reprimand as relevant to his claim and the record is disputed as to whether Winkle's situation was comparable to his; 3) he has met the appropriate factors for imposing liability on CEM by proffering evidence of Claypool's age-based bias (he tracked only Plaintiffs phone calls, did not follow the disciplinary procedures and called him "Blue" and "Old Man"), citing evidence that Claypool referred to him as a "disgruntled employee" and suggested to Horgan that Plaintiff had falsified his time card, and demonstrating that the statements given by Winkle, Backo and Deemer do not match the severity of Horgan's response to Claypool's report, of the incident to him and should not have led to his termination; 4) Defendant cannot claim that it could not have discriminated against him based on his age when it had hired him at age 55, because Claypool was not employed by CEM at the time he was hired and the Court of Appeals has rejected this kind of argument; and 5) Plaintiffs affidavit does not contradict his deposition testimony, but merely supplements it and provides additional evidence that he has continued to search work in an attempt to mitigate his damages in the time since his deposition.
Many of the arguments presented can be addressed very briefly. First, Plaintiffs claims are not foreclosed based upon what he wrote on a witness list to the EEOC or the letter written by the EEOC investigator on August 2, 2011. Defendant cites no authority for this argument, which does not follow from the case law. The Court of Appeals has long held that the decision-making authority in an employment discrimination case rests with federal courts, not the EEOC. Fekete v. U.S. Steel Corp., 424 F.2d 331, 336 (3d Cir.1970). The Court of Appeals has also held that whether or not to admit an EEOC Letter of Determination into evidence is to be determined by the district court on a case-by-case basis, depending upon whether it is more probative than prejudicial. Coleman v. Home Depot, Inc., 306 F.3d 1333, 1345 (3d Cir.2002). Based upon this authority, Judge McVerry of this Court has twice opined that an EEOC Letter of Determination in which the agency checks the "unable to conclude" box is "essentially a non-decision" that is of marginal if any probative value. Berry v. Georgetown Inn, Ltd., 2010 WL 608076, at *1-2 (W.D.Pa. Feb.18, 2010); Kirby v. J.C. Penney Corp., 2009 WL 3572494, at *2 (W.D.Pa. Oct. 26, 2009). Judge McVerry further concluded that allowing the defendant to introduce reports or correspondence from EEOC investigators would waste time, cause undue delay and result in the needless presentation of cumulative evidence. Berry, at *2; Kirby, at *3. In addition, since the investigator's letter in this case permitted Plaintiff to submit a rebuttal and he did so, giving any weight to his preliminary observations would be manifestly inappropriate.
Second, the Supreme Court has held that the anti-discrimination statutes do not "bar an employee from using the prior acts as background evidence in support
Third, Plaintiff's claims are not foreclosed because Claypool was not the official at CEM who formally made the decision to terminate him or because he did not offer his opinion to Hardesty. In Staub v. Proctor Hospital, ___ U.S. ___, 131 S.Ct. 1186, 179 L.Ed.2d 144 (2011), a case brought under the Uniformed Services Employment and Reemployment Act of 1994 (USERRA), the Supreme Court held that, "if a supervisor performs an acts motivated by antimilitary animus that is intended by the supervisor to cause an adverse employment action, and if that act is a proximate cause of the ultimate employment action, then the employer is liable under USERRA." Id. at 1194 (footnotes omitted). Such a situation invokes the "cat's paw" theory of liability, based upon Aesop's fable of the monkey who induces a cat by flattery to extract roasting chestnuts from the fire, and the cat does so, burning its paws in the process and the monkey makes off with the chestnuts and leaves the cat with nothing. Id. at 1190 n. 1. The Court of Appeals has applied this reasoning to cases under Title VII, McKenna v. City of Philadelphia, 649 F.3d 171 (3d Cir.2011), and the ADEA, Marcus v. PQ Corp., 458 F. App'x 207, 212 (3d Cir.2012).
Finally, Defendant argues that, because it hired Plaintiff when he was 55 years old, it cannot be found to have been motivated by age bias when it fired him two years later. Plaintiff responds that Claypool, who allegedly possessed the discriminatory animus, did not work for CEM when he was hired. The Court of Appeals has not relied upon inferences such as this one, but requires courts to examine the facts and the law in each case. See Pivirotto v. Innovative Sys., Inc., 191 F.3d 344, 355 (3d Cir.1999) (refusing to adopt inference that employer could not have discriminated against a woman because it hired a woman to replace her); Waldron v. SL Industries, Inc., 56 F.3d 491, 496 n. 6 (3d Cir.1995) (refusing to adopt "same actor" inference which would allow an employer to argue that, because the same person hired and
Defendant contends that Plaintiff was terminated because he falsified his time card by putting down nine hours of work when he admittedly did not work that amount of time. Defendant has thus satisfied its relatively light burden of production. Krouse v. American Sterilizer Co., 126 F.3d 494, 500-01 (3d Cir.1997).
Plaintiff argues that this proffered reason is a pretext for unlawful age discrimination and proceeds along "Fuentes prong one" by arguing that he has submitted evidence from which a factfinder could reasonably disbelieve the employer's articulated legitimate reason. Keller v. Orix Credit Alliance, Inc., 130 F.3d 1101, 1108 (3d Cir.1997) (en banc). He also proceeds along "Fuentes prong two" by arguing that Defendant's own evidence "allows the fact finder to infer that discrimination was more likely than not a motivating or determinative cause of the adverse employment action." Keller, 130 F.3d at 1111.
Defendant argues that Plaintiff fails to proffer evidence that his age discrimination was the but for cause of his termination, citing evidence that he referred to another, non-age bias reason (retaliation by Claypool). It cites Homel v. Centennial School District, 836 F.Supp.2d 304 (E.D.Pa.2011). In that case, Sandy Homel alleged a number of claims (First Amendment retaliation, sex discrimination, age discrimination and retaliation discrimination) arising out of a school district's decisions to remove her from the position of assistant superintendent, to pass over her for the position of superintendent in favor of an applicant 22 years younger and to replace her as director of secondary education with an employee 24 years younger. The court concluded that her age discrimination claims did not survive summary judgment because, at the third stage of the McDonnell Douglas test, she merely attacked the factual assertions on which the board's reasons were based and provided an alternative account (that the board retaliated against her for making EEOC complaints and her refusal to accept a board member's allegedly improper quid pro quo offer) that did not involve age bias. The court held that Homel was trying to use a mixed motives theory to prove age discrimination, a legal theory no longer permitted after the Supreme Court's decision in Gross. Id. at 317-18.
However, in this case, Plaintiff is not trying to use a mixed motives theory and, as noted above, he does not concede that he was fired based upon retaliation from Claypool. Rather, he asserts that Claypool's actions were motivated by age bias against him.
Nevertheless, Plaintiff's claims fail to survive summary judgment because he has not pointed to evidence of pretext. Plaintiff relies upon three pieces of evidence which, whether considered separately or together, do not meet his burden: 1) his version of the events surrounding his termination; 2) the treatment of another employee; and 3) alleged age-based comments made in the workplace.
The evidence, viewed in the light most favorable to Plaintiff, reveals that Claypool was aware of the following facts: 1) Murphy, who had a history of requesting that he not be given on-call assignments, was assigned to cover both the hangar and the base on Memorial Day weekend and had attempted to avoid this assignment, first by offering to pay another mechanic to take the duty for him (but no one accepted his offer) and then by complaining to Horgan
Plaintiff focuses on what the mechanics did not say, that is, they did not explicitly accuse him of "falsifying his timecard" or "lying" about how much time he worked over the weekend. He argues that their statements do not support the severity of the response. However, it was not the mechanics' responsibility to determine if Murphy committed a violation of CEM rules or to recommend an appropriate response. The significance of their statements is that they do not merely neutrally report that Murphy had put down eight hours of time, as he contends.
Moreover, Plaintiff appears to be arguing that there were two inferences that could have been drawn from the evidence: 1) he simply did not know how to fill out his timecard for the weekend and made an innocent mistake based upon what he knew Site Mechanics did; and 2) he knew or had good reason to know (based on the meeting and the advice given to him by the three mechanics) that he had filled out the timecard improperly and yet he failed to change the timecard or ask a supervisor for guidance, possibly because he was "disgusted" that he had to be on call over the weekend and intended to charge CEM for his "inconvenience." Even if this is so, CEM's decision to draw the second, equally plausible inference cannot constitute evidence that it was motivated by age discrimination. Claypool may not have given Murphy every benefit of the doubt, but that does not demonstrate that he was engaging in age discrimination.
Plaintiff argues that his belief that he should have been paid as a Site Mechanic when he covered for a Site Mechanic over the weekend "must be taken as true at this stage" of the case. (ECF No. 29 at 17.) This is incorrect: it is Plaintiff's burden to proffer evidence from which the trier of fact could conclude that CEM's articulated reason for his termination — that he knew or should have known that he was improperly requesting to be paid for time he did not work but persisted in doing so anyway — is a pretext for unlawful age discrimination. He has not met his burden.
Next, Plaintiff contends that he was not treated similarly to another younger employee, James Peagler (age 26 in 2009). (Claypool Dep. at 60.) About six months before Murphy's termination, Peagler, a Fixed Base Mechanic, was first given verbal warnings (for using his phone while working and for not slowing down), then a final written warning on April 10, 2009 (for performing an improper aircraft inspection), then a letter of termination on April 30, 2009 (for failing to follow manufacturer's guidelines during another maintenance
Plaintiff contends that, despite Peagler's repeated serious offenses (which CEM stated could have led to "disastrous" and "catastrophic" results), Claypool never performed a micro-analysis of his cell phone records or maintained a file tracking his performance as he did with Murphy. Defendant responds that Claypool did not receive complaints that Peagler was not answering his telephone, so there would have been no need to analyze his cell phone records as he did with Murphy, and denies that Claypool "maintained a file tracking" Murphy's performance. To the contrary, the performance reviews Claypool conducted of Murphy were positive and stated he was a "knowledgeable and valuable" employee. Claypool kept records of Murphy's telephone calls because of the complaints he was receiving about Murphy not answering his calls.
Plaintiff states that Peagler's disciplinary letters included an explanation of CEM policy and of his right to utilize CEM's grievance procedure. Defendant responds that Murphy's termination letter contained an explanation of CEM policy and his right to use the CEM grievance procedure, which he in fact used.
Plaintiff states that Peagler was permitted to resign in lieu of discharge. (Claypool Dep. Ex. 8.) Claypool testified that Cura gave Peagler the option to resign but Peagler wanted to be terminated. (Claypool Dep. at 125.)
A company's failure to follow its own policy with respect to other similarly situated individuals can constitute pretext. Fasold v. Justice, 409 F.3d 178 (3d Cir.2005). Nevertheless, "[i]In determining whether similarly situated nonmembers of a protected class were treated more favorably than a member of the protected class, the focus is on the particular criteria or qualifications identified by the employer as the reason for the adverse action." Simpson v. Kay Jewelers, Div. of Sterling, Inc., 142 F.3d 639, 647 (3d Cir. 1998) (citation omitted). Plaintiff has not demonstrated that he was similarly situated to Peagler. Peagler committed what CEM deemed to be negligent inspections of aircraft, whereas CEM concluded that Murphy had intentionally falsified his timecard. It is noted that CEM's Disciplinary and Discharge Policy indicates that discharge is listed as being appropriate for "serious violations" which include "theft, dishonesty, possession of stolen goods." (Claypool Dep. Ex. 12 at MURPHY 50.)
The Court of Appeals has held that, to discredit the employer's proffered
Finally, Plaintiff cites to comments made about him in the workplace. Murphy states that, after CEM acquired Stat MedEvac in 2007, it hired a number of employees who had been working together at C.J. Systems, specifically Claypool, Cura, Winkle, Horgan, Steve Guskey and Murphy himself. (Claypool Dep. at 48-49.) At C.J. Systems, the employees had given each other nicknames, some of which were based on movie characters. (Claypool at Dep. 49-54.) For example, Claypool was called "Mongo," a character in Blazing Saddles; Horgan was called "Fat Bastard," a character from Austin Powers; and Murphy and Paul Ciccone were called "Blue" or "Blue 2" based upon a character in Old School, or "Old Man." (Claypool Dep. Ex. 3
Murphy states that, initially, he tried to ignore his nicknames, especially since his supervisors were among those who referred to him in this way. Over time, the constant references to his age wore on him and he tried to avoid any manager or co-worker who used these epithets. (Murphy Dep. at 96, 104-05.)
Murphy testified that Claypool called him "Old Man" several times a week after he stated working at CEM in September 2007. (Murphy Dep. at 93-94.)
Murphy testified that, on one occasion, Claypool sent him home because his back was hurting him and, on another occasion, when the mechanics heard a loud noise, he remarked, "well, hell, if the Old Man can hear it, then, you know, it must be loud." (Murphy Dep. at 94, 244;
Defendant argues that Blue was a "beloved" character who age and frailty were not running jokes in the movie, that Plaintiff admitted that Old School was a "funny movie," that Claypool stated that he called Murphy "Blue" because he (Murphy) was funny like Blue and because of his gray hair but not his age, and that he was no longer called "Blue" after he was hired at CEM. (Murphy Dep. at 106; Claypool Dep. at 45-48, 52-53, 56, 249.)
More significantly, Defendant argues that the comments Plaintiff claims Claypool made are stray remarks that do not constitute evidence of pretext. The Court of Appeals has held that: "Stray remarks by non-decisionmakers or by decisionmakers unrelated to the decision process are rarely given great weight, particularly if they were made temporally remote from the date of decision." Fuentes, 32 F.3d at 767 (citation omitted).
The Court of Appeals has held that:
Hodczak v. Latrobe Specialty Steel Co., 451 Fed.Appx. 238, 241 (3d Cir.2011).
Plaintiff argues that Claypool called him "Old Man" and "Blue" several times a week, therefore he must have done so close to the time he was terminated. However, this is not a proper argument. Plaintiff has not argued that Claypool made any age-based remarks in the context of the timecard dispute or any event leading up to his termination. Therefore, the "Old Man" and "Blue" comments are
Plaintiff has failed to point to such "weaknesses, implausibilities, inconsistencies, incoherencies, or contradictions in the employer's proffered legitimate reasons for its action that a reasonable factfinder could rationally find them `unworthy of credence,' and hence infer `that the employer did not act for [the asserted] non discriminatory reasons.'" Fuentes, 32 F.3d at 765. Therefore, Defendant's motion for summary judgment should be granted.
For these reasons, it is recommended that the motion for summary judgment filed on behalf of the Defendant (ECF No. 24) be granted.
Litigants who seek to challenge this Report and Recommendation must seek review by the district judge by filing objections by March 20, 2013. Any party opposing the objections shall file a response by April 3, 2013. Failure to file timely objections will waive the right of appeal.
Dated: March 6, 2013