Cheal v. El Camino Hospital

223 Cal. App. 4th 736, 167 Cal. Rptr. 3d 485, 2014 WL 346034, 2014 Cal. App. LEXIS 102, 121 Fair Empl. Prac. Cas. (BNA) 1020
CourtCalifornia Court of Appeal
DecidedJanuary 31, 2014
DocketH036548
StatusPublished
Cited by22 cases

This text of 223 Cal. App. 4th 736 (Cheal v. El Camino Hospital) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Cheal v. El Camino Hospital, 223 Cal. App. 4th 736, 167 Cal. Rptr. 3d 485, 2014 WL 346034, 2014 Cal. App. LEXIS 102, 121 Fair Empl. Prac. Cas. (BNA) 1020 (Cal. Ct. App. 2014).

Opinion

Opinion

RUSHING, P. J.

Plaintiff Carol Cheal brought this action for age discrimination against her former employer, defendant El Camino Hospital. Defendant successfully prevailed upon the trial court to grant summary judgment in its favor despite numerous materially disputed facts. As too often happens, the merits of the case were obscured to the point of invisibility in the deluge of statements, counterstatements and objections, that mark modem summary judgment practice. The record clearly raises triable issues of fact with respect to whether plaintiff was performing adequately at the time of her discharge and whether the discharge was the product of a belief to the contrary or of discriminatory animus against older workers on the part of plaintiff’s immediate supervisor. We will therefore reverse the judgment.

Background

Plaintiff worked in defendant’s nutrition services department from August 1987 until her discharge in October 2008 at age 61. At all relevant times she *740 held the position of dietetic technician registered, or “Diet Tech.” For present purposes it may be assumed, as defendant asserts, that her duties were the same as those of a “menu clerk” or “Diet Clerk[].” They involved the preparation of menus for patient meals, while adhering to procedures intended to ensure that the correct foods reached the correct patients.

Up to and including her performance evaluation in August 2007, plaintiff always received a rating of “Meets Standards,” which she declared without contradiction was “the highest category of performance on the Hospital’s ‘Performance Evaluation.’ ” But things changed after July 2007, when defendant hired Kim Bandelier to supervise all employees on the clinical side of nutritional services, including plaintiff. By January 2008, Bandelier was accusing plaintiff of numerous shortcomings. On April 14, 2008, Bandelier gave plaintiff a written warning for failure to conform to the hospital’s “two-patient identifier procedure,” discussed in more detail below (see pt. H.E.2., post). On June 3 she issued a second, “[f]inal” warning for failure to comply with the same procedure.

On Monday, September 8, 2008, Bandelier accused plaintiff of incorrectly preparing one or more menus for a patient restricted to “pudding thick” liquids, in a manner that allowed, or could have allowed, the patient to receive thinner, “honey thick” liquids. On September 25, 2008, a hospital manager told plaintiff that she was no longer considered competent to perform her duties as a diet clerk or diet tech, and that she could either take another position in the nutrition services department, accept a severance package, or be discharged. About a week later, plaintiff informed defendant that any further communication should go through her attorney. On October 10, 2008, defendant notified plaintiff that her employment was terminated.

Plaintiff filed this action on April 30, 2009, asserting causes of action for age discrimination, wrongful demotion and termination, failure to investigate or take corrective action against age discrimination, and retaliation for complaints of unlawful discrimination. Defendant answered with a general denial and 14 affirmative defenses. On August 13, 2010, defendant filed a motion for summary judgment, asserting 77 supposedly undisputed facts in support. Plaintiff responded to each of these assertions and submitted 37 additional facts that she contended precluded summary judgment. Each party lodged numerous objections to the evidence put forth by the opposing party. The court issued an order sustaining some objections, overruling the rest, and granting the motion for summary judgment. The court wrote that summary judgment was warranted because (1) “[pjlaintiff fail[ed] to show she performed her job in a satisfactory manner”; (2) defendant “established] a legitimate, nondiscriminatory reason for its actions” while “[pjlaintiff . . . [did] not produce substantial evidence that Defendant’s stated *741 reasons were untrue or pretextual, or that Defendant acted with a discriminatory animus” (original italics); (3) having failed to make a prima facie case of age discrimination, plaintiff could not establish her claims for wrongful termination and failure to investigate or take corrective action; and (4) because plaintiff had already been “disciplined on numerous occasions” when she first complained, plaintiff could not make out a cause of action for unlawful retaliation.

Plaintiff filed this timely appeal.

Discussion

I. General Principles

“ ‘We summarized the principles governing an appeal of this type in Reeves v. Safeway Stores (2004) 121 Cal.App.4th 95, 106-107 [16 Cal.Rptr.3d 717] (Reeves): “On appeal from an order granting summary judgment ‘we must independently examine the record to determine whether triable issues of material fact exist. [Citations.]’ [Citation.] The question is whether defendant ‘ “ ‘conclusively negated a necessary element of the plaintiffs case or demonstrated that under no hypothesis is there a material issue of fact that requires the process of trial.’ [Citation.]” [Citation.]’ . . . [Citations]; (see Guz v. Bechtel National Inc. (2000) 24 Cal.4th 317, 335, fh. 7 [100 Cal.Rptr.2d 352, 8 P.3d 1089] (Guz) [‘the issue ... is simply whether, and to what extent, the evidence submitted for and against the motion . . . discloses issues warranting a trial’].) . . . [Citation.] Moreover, ‘we must view the evidence in a light favorable to plaintiff as the losing party [citation], liberally construing [his] evidentiary submission while strictly scrutinizing defendants’ own showing, and resolving any evidentiary doubts or ambiguities in plaintiffs favor. [Citations.]’ [Citations.] And a plaintiff resisting a motion for summary judgment bears no burden to establish any element of his or her case unless and until the defendant presents evidence either affirmatively negating that element (proving its absence in fact), or affirmatively showing that the plaintiff does not possess and cannot acquire evidence to prove its existence. [Citations.]” ’ (Mamou v. Trendwest Resorts, Inc. (2008) 165 Cal.App.4th 686, 710-711 [81 Cal.Rptr.3d 406] (Mamou).) In determining whether a triable issue was raised or dispelled, we must disregard any evidence to which a sound objection was made in the trial court, but must consider any evidence to which no objection, or an unsound objection, was made. (See Reid v. Google, Inc. [(2010)] 50 Cal.4th 512, 534 [113 Cal.Rptr.3d 327, 235 P.3d 988]; Code Civ. Proc., § 437c, subds. (b)(5), (c), (d).) Such evidentiary questions, however, are subject to the overarching principle that the proponent’s submissions are scrutinized strictly, while the opponent’s are viewed liberally.’ ” (McCaskey v. California State Automobile Assn. (2010) 189 Cal.App.4th 947, 956-957 [118 Cal.Rptr.3d 34].)

*742 II. Unsatisfactory Performance

A. Introduction

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Bluebook (online)
223 Cal. App. 4th 736, 167 Cal. Rptr. 3d 485, 2014 WL 346034, 2014 Cal. App. LEXIS 102, 121 Fair Empl. Prac. Cas. (BNA) 1020, Counsel Stack Legal Research, https://law.counselstack.com/opinion/cheal-v-el-camino-hospital-calctapp-2014.