Carter v. Bruce Oakley, Inc.

849 F. Supp. 673, 1993 U.S. Dist. LEXIS 19778, 64 Fair Empl. Prac. Cas. (BNA) 967, 1993 WL 643395
CourtDistrict Court, E.D. Arkansas
DecidedMarch 5, 1993
DocketLR-C-90-155
StatusPublished

This text of 849 F. Supp. 673 (Carter v. Bruce Oakley, Inc.) is published on Counsel Stack Legal Research, covering District Court, E.D. Arkansas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Carter v. Bruce Oakley, Inc., 849 F. Supp. 673, 1993 U.S. Dist. LEXIS 19778, 64 Fair Empl. Prac. Cas. (BNA) 967, 1993 WL 643395 (E.D. Ark. 1993).

Opinion

ORDER

ROY, District Judge.

In this case the plaintiff, Ulysses T. Carter, complains that he was illegally discharged from his job at Bruce Oakley, Inc., (“Oakley”) for refusing to cut the beard he wore for religious reasons. He argues that Oakley’s enforcement of its “no beard” policy conflicted with certain Jewish religious beliefs he holds and violated Title VII of the Civil Rights Act of 1964, 42 U.S.C. § 2000e. He properly first sought and obtained a notice of right to sue letter from the Equal Employment Opportunity Commission on February 23, 1990.

The matter was tried before the Court without a jury on December 7, 1992. Ten days later, a directed verdict was entered in favor of separate defendant Adam Ratcliffe. The remaining parties have since filed their post trial briefs and the matter is now ripe for ruling. The following comprise the Court’s findings of fact and conclusions of law:

The plaintiff is a black male born October 22, 1959. He was raised and educated in Arkansas. His religious training as a youth was in the Baptist denomination of the Christian faith and he was baptized in a Baptist church in Pine Bluff or Wrightsville, Arkansas in or about 1971. He last attended Baptist church services about 1977, though he was married by a Baptist minister in 1981. In between, plaintiff briefly attended Arkansas State University — Beebe junior college and Arkansas Baptist College in Little Rock. During this time the plaintiff knew few, if any, Jewish people, nor did he attend synagogue, nor did he receive any type of religious training in Judaism.

*674 After leaving college, the plaintiff began working at a variety of jobs as essentially an unskilled laborer. At no time before 1983, and probably not until later, did he indicate to any of his employers that he was Jewish.

Sometime during 1985 the plaintiff began his first of three stints as an employee of the defendant. At that time he was informed of the company’s “no beard” policy by Dennis Oakley. That employment lasted until about March of 1986.

Plaintiff returned to work for the defendant in late April or May of 1986 without his beard and worked for Oakley until about July 15, 1986, when he was discharged for excessive absenteeism. During these two stints working for the defendant, the plaintiff shaved his beard on several occasions after being threatened with being fired by his superiors at the company. Afterward, plaintiff obtained work elsewhere.

On or about January 16, 1989, the defendant found itself shorthanded at its Beebe facility. Specifically, they needed someone with Carter’s experience of operating a specific type of machine. Former defendant Ratcliffe, general manager for the defendant at the time, consented to allow plaintiff to observe certain religious practices, including certain holidays, as well as to allow plaintiff to wear a beard if he would return to work for Oakley.

However, the following day plaintiff went to work for another company that would pay him more. Ratcliffe again contacted Carter and offered him a raise if he would return to work for the defendant. Ratcliffe agreed that Carter would be allowed to practice his religious beliefs, including wearing his beard. However, after Carter returned to work for Oakley on or about January 18, 1989, Rat-cliffe immediately demanded that Carter trim his beard in such a way that Carter deemed to be in conflict with his religious beliefs. These demands continued over a period of some four months and constituted a regular source of contention between plaintiff and defendant. 1

In May of 1989 the plaintiff injured his shoulder at work. This resulted in his filing a worker’s compensation claim which was eventually settled in his favor in November of that year. Mr. Carter never returned to work at Oakley after his injury. On June 7, 1989, the plaintiff filed his complaint with the EEOC, a precursor to this action, in which he claimed religious discrimination based on the defendant’s harassment regarding his beard.

PRIMA FACIE CASE

In order to establish a prima facie case of religious discrimination under §§ 2000e-2(a)(1) & (j), a plaintiff must plead and prove that (1) he has a bona fide belief that compliance with an employment requirement is contrary to his religious faith; (2) he informed his employer about the conflict; and (3) he was discharged because of his refusal to comply with the employment requirement.

Brown v. General Motors Corp., 601 F.2d 956, 959 (8th Cir.1979) (footnote omitted). The Court will address whether Mr. Carter meets this three-part test.

1. Bona fide belief

The defendant argues that even if the plaintiffs purported beliefs are sincerely held, which it does not concede, they do not constitute religious beliefs within the meaning of, and the protection of, Title VII and/or the First Amendment. Defendant states that the plaintiffs beliefs are not Jewish (as plaintiff has suggested at times), either Orthodox or otherwise, nor are they consistent with any recognizable form of the Christian faith.

The Court closely observed the plaintiff while he was being questioned regarding his beliefs and even directed questions from the bench. The Court agrees that Mr. Carter’s-beliefs do not neatly fit into any “traditional” religion with which the Court is familiar. In aggregate, it would be fair to describe them as a mix of Christianity and Judaism. In fact, some of his beliefs might even seem at *675 odds with others he expresses, were the Court permitted to inquire into the legitimacy of his beliefs (which for good reason we may not).

However, the Court finds the plaintiff to be sincere in his belief in a Supreme Being who has revealed His will in scripture. The Court further finds that the plaintiff bases his beliefs concerning his wearing of his beard on certain scriptures 2 and, in fact, that the plaintiff has an impressive knowledge of much Old and New Testament scripture. The Court finds that plaintiffs sincerely held beliefs include wearing his beard in such a way as to be in conflict with the defendant’s employment policies. Thus, the first prong of the test has been met. 3

2. Informing of employer

The Court finds by a clear preponderance of the evidence that the plaintiff informed the defendant on more than one occasion that the defendant’s policy on facial hair was in conflict with the plaintiffs religious beliefs.

3. Whether discharged because of refusal to comply

The defendant argues that not only was the plaintiff not fired because of his objection to the company’s hair policy, he was not even fired at all.

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849 F. Supp. 673, 1993 U.S. Dist. LEXIS 19778, 64 Fair Empl. Prac. Cas. (BNA) 967, 1993 WL 643395, Counsel Stack Legal Research, https://law.counselstack.com/opinion/carter-v-bruce-oakley-inc-ared-1993.