45 Fair empl.prac.cas. 169, 44 Empl. Prac. Dec. P 37,492, 45 Empl. Prac. Dec. P 37,649, 2 indiv.empl.rts.cas. 1175 Jimmie C. Washburn, Jr. v. Kansas City Life Insurance Co.

831 F.2d 1404
CourtCourt of Appeals for the Eighth Circuit
DecidedDecember 10, 1987
Docket86-2467
StatusPublished
Cited by56 cases

This text of 831 F.2d 1404 (45 Fair empl.prac.cas. 169, 44 Empl. Prac. Dec. P 37,492, 45 Empl. Prac. Dec. P 37,649, 2 indiv.empl.rts.cas. 1175 Jimmie C. Washburn, Jr. v. Kansas City Life Insurance Co.) is published on Counsel Stack Legal Research, covering Court of Appeals for the Eighth Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
45 Fair empl.prac.cas. 169, 44 Empl. Prac. Dec. P 37,492, 45 Empl. Prac. Dec. P 37,649, 2 indiv.empl.rts.cas. 1175 Jimmie C. Washburn, Jr. v. Kansas City Life Insurance Co., 831 F.2d 1404 (8th Cir. 1987).

Opinion

831 F.2d 1404

45 Fair Empl.Prac.Cas. 169,
44 Empl. Prac. Dec. P 37,492,
45 Empl. Prac. Dec. P 37,649,
2 Indiv.Empl.Rts.Cas. 1175
Jimmie C. WASHBURN, Jr., Appellant,
v.
KANSAS CITY LIFE INSURANCE CO., Appellee.

No. 86-2467.

United States Court of Appeals,
Eighth Circuit.

Submitted June 11, 1987.
Decided Oct. 28, 1987.
Rehearing and Rehearing En Banc Denied Dec. 10, 1987.

Kelly L. McClelland, Liberty, Mo., for appellant.

Jack B. Robertson, Kansas City, Mo., for appellee.

Before ROSS, Circuit Judge,* BRIGHT, Senior Circuit Judge, and WOLLMAN, Circuit Judge.

ROSS, Senior Circuit Judge.

Jimmie C. Washburn, Jr., appeals from a judgment entered on a jury verdict of breach of contract and of willful discrimination in violation of the Age Discrimination in Employment Act (ADEA), 29 U.S.C. Secs. 621-34. Washburn also appeals the district court's dismissal of his fraud claim, and the court's conditional grant of a new trial on the breach of contract and age discrimination claims if the judgment for appellee is reversed. We affirm in part and reverse in part, and remand for further proceedings.

FACTS

Washburn began his employment with Kansas City Life Insurance Co. (K.C. Life) in June, 1970 as a supervisor in the Kansas City Sales Agency, recruiting and training agents to sell life insurance for the company. Prior to that time, dating back to 1949, he was employed by other life insurance companies in sales, management and agent training programs. In his thirteen years with K.C. Life, Washburn worked in various management positions in the areas of insurance and pension sales, advanced underwriting and estate planning. His duties included, among other things, providing field agents with insurance analyses and planning advice and conducting training seminars and schools. Washburn received regular promotions throughout the years, and on April 1, 1982, he was named the Director of Estate Conservation. In this newly created position, Washburn was responsible for, among other things, increasing the life insurance sales of the company.

On October 27, 1982, K.C. Life issued a notice to all home office associates that it was offering a one-time early retirement option to K.C. Life associates who would be age 60 by December 31, 1982 with a minimum of ten years of service in the company. The early retirement option offered one full year's pay to any eligible employee taking the option. Washburn, who would be 60 in November, thus was eligible for the early retirement option.

That fall at a business luncheon, Washburn was asked by Dave Dysart, Executive Vice-President at K.C. Life, whether he was interested in taking the early retirement option. Washburn indicated that he was not. Nevertheless, Dysart continued to tell Washburn of the benefits of early retirement and strongly encouraged him to look into it.

Thereafter, Washburn asked his immediate supervisor, Glenn Cota, whether the company had any interest in his taking the early retirement offer. Cota responded that there was no such interest to his knowledge. Later in December of 1982, Washburn asked the same question of Donald Fromm, Vice-President in charge of the training area in which Washburn worked. Washburn testified that Fromm indicated to him at that time that his performance with the company was satisfactory and that K.C. Life was not attempting to force his retirement. After considering Fromm's comments and his available career options, Washburn later informed the personnel department that he would not be taking the early retirement option.

Four months later, on April 14, 1983, Washburn, age 60, was called to the office of Jim Davis, Regional Director of Sales and Washburn's supervisor since January 1, 1983. Also seated in the office was Michael DeMarea, Personnel Director at K.C. Life. At that time, Washburn was presented with a letter challenging certain expenses he had claimed during a business trip in March of 1983. Washburn explained to Davis that the expenses were legitimate and had been approved by his supervisors. Nonetheless, he offered to write a check for the entire amount to settle any questions about it. Washburn testified that Davis then responded to his offer of repayment, saying, "We don't want the [money]. We want you to retire." Washburn testified that Davis then proceeded to discuss the other contents of the letter, specifically, that Washburn had performed unsatisfactorily on two recent projects. Davis also criticized the creativity of Washburn's work. Washburn testified that he became incensed by Davis's comments and got up to leave, when Davis said, "Well, there may be an alternative to your firing and the alternative would be for you to take early retirement." Washburn testified that when he told Davis he wasn't interested in early retirement, Davis responded, "You weren't listening. Do you want to be fired or do you want to be interested in early retirement? And while you are thinking about it, Mr. DeMarea has some figures for you as to what we would do about early retirement." Mr. DeMarea then presented Washburn with some figures for early retirement which, Washburn believed, were considerably less than the full year's pay that was previously offered by the company as an inducement for early retirement. At the end of the meeting, Washburn was told to clean out his desk.

Washburn filed suit, alleging age discrimination, breach of employment contract, prima facie tort and fraud. At trial, K.C. Life asserted that Washburn was terminated for nondiscriminatory reasons, specifically, that (1) there had been a reduction in Washburn's workload due to estate tax law reform, (2) Washburn had unsatisfactorily performed in his new position as Director of Estate Conservation, and (3) Washburn had violated company policy by submitting unauthorized charges to his expense account. During the trial, the district court dismissed Washburn's fraud claim. The jury later returned verdicts in favor of Washburn on his age discrimination and breach of employment contract claims and awarded Washburn $82,245 on each count. The district court ruled, however, that Washburn could not recover the same items of damages under both counts and thus entered judgment for $82,245 actual damages. The district court later granted K.C. Life's motion for judgment notwithstanding the verdict (judgment n.o.v.) on both counts and conditionally granted a new trial if the judgment for K.C. Life is reversed. Washburn filed this appeal contesting the district court's entry of the judgment n.o.v. as to the age discrimination and breach of employment contract claims and conditional grant of a new trial on those claims and the dismissal of the fraud claim.1

DISCUSSION

Judgment N.O.V. on Age Discrimination Claim

The standard for granting a judgment n.o.v. is well established in this circuit. In determining whether a party is entitled to a judgment notwithstanding an adverse jury verdict, the district court must view the evidence, together with all reasonable inferences to be drawn therefrom, in the light most favorable to the party who prevailed before the jury. Gilkerson v. Toastmaster, Inc., 770 F.2d 133

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Bluebook (online)
831 F.2d 1404, Counsel Stack Legal Research, https://law.counselstack.com/opinion/45-fair-emplpraccas-169-44-empl-prac-dec-p-37492-45-empl-prac-ca8-1987.