Halloran v. Minnesota Old Northwest Agents, Ltd. Partnership

58 F. Supp. 2d 831, 1999 U.S. Dist. LEXIS 16918, 1999 WL 569533
CourtDistrict Court, W.D. Tennessee
DecidedJune 25, 1999
Docket98-2450 MI/A
StatusPublished
Cited by1 cases

This text of 58 F. Supp. 2d 831 (Halloran v. Minnesota Old Northwest Agents, Ltd. Partnership) is published on Counsel Stack Legal Research, covering District Court, W.D. Tennessee primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Halloran v. Minnesota Old Northwest Agents, Ltd. Partnership, 58 F. Supp. 2d 831, 1999 U.S. Dist. LEXIS 16918, 1999 WL 569533 (W.D. Tenn. 1999).

Opinion

ORDER GRANTING DEFENDANT’S MOTION FOR SUMMARY JUDGMENT

McCALLA, District Judge.

This matter is before the Court on Defendant’s Motion for Summary Judgment. Ater hearing further argument from the parties on June 18, 1999, the Court finds Defendant’s motion well-taken and grants the motion.

Background,}

Defendant Old Northwest Agents (ONA), with corporate offices in Minneapolis, Minnesota, sold and serviced sever *834 al brokerage related insurance products. 2 At one point, ONA had approximately seventy district field offices throughout the nation.

Dale Ernst, born August 8, 1952, was the district sales manager of ONA’s Memphis/Cordova office at all times relevant to the events in controversy and continues in that position to the present time. On June 5, 1985, Ernst hired Betty Roberson, born July 7,1949; Roberson was responsible for administrative tasks and eventually became the office manager of the Memphis/Cordova office. Ernst hired Ann Beck, born December 8, 1941, in 1986; Beck was responsible for handling individ-uál insurance policies, maintaining files, acting as receptionist and secretary, and occasionally doing some pension work.

In January, 1990, Ernst hired Plaintiff Barbara Halloran, born October 17, 1944, as a field service representative (FSR). In that position, she had primary responsibility for renewing group insurance policies each year. As her position required frequent meetings -with clients, she was out of the office most of each workday. Plaintiffs supervisor throughout her time at ONA was Ernst.

In September, 1990, Plaintiff and Roberson had an altercation. Plaintiff contends that Roberson started yelling at her, and Plaintiff yelled back. (Halloran Dep. at 134-38.) 3 The dispute was sufficiently loud and long that Beck came to the site of the dispute from a different part of the office to ask both Plaintiff and Roberson to be 1 quiet. (Halloran Dep. at 133.) After-wards, Ernst had a meeting with Plaintiff and Roberson at which he instructed them to get along better. (Halloran Dep. at 141.)

A few weeks after this incident, Beck started criticizing Plaintiff in a meeting and then started crying. (Halloran Dep. at 160.) Ernst, who was present at this exchange along with Roberson, again exhorted his employees to get along. 4 (Hal-loran Dep. at 161.) After these two incidents, Plaintiff claims she worked well with both Roberson and Beck until 1995.

Plaintiff contends that Roberson and Beck commenced a practice of harassing her on June 8, 1995. On that day, Beck failed to notify one of Plaintiffs clients that Plaintiff was ill and would be unable to keep an appointment. (Halloran Dep. at 143-45.) Later that day, Roberson told Plaintiff that Ernst had instructed her and Beck to monitor her telephone calls and keep track of her activities. (Halloran Dep. at 145-46.) Plaintiff contends that Beck and Roberson continued to harass her from that date until her employment ended by not getting her supplies, not talking to her, and failing to announce phone calls. (Pl.’s Ex. 2.) Plaintiff has introduced a few notes made by Roberson and Beck after April, 1996 about Plaintiffs erratic behavior in the office. (Beck Dep. Exs. 1 and 2; Halloran Ex. 3.) Plaintiff, however, herself had commenced monitoring the behavior of her co-workers in early 1994, keeping notes about instances when they made personal calls and left the office early. (Def.’s Ex. 8.)

On December 14, 1995, Ernst gave Plaintiff her performance evaluation for the year. Although noting Plaintiffs tendency to make excessive personal calls, the evaluation was generally favorable, giving Plaintiff sixty-seven out of a possible one hundred points for her job performance. (Ernst Aff. ¶ 14, Ex. A.)

*835 At a meeting with Plaintiff on February 8, 1996, Ernst told Plaintiff that, “I have two women out there [Roberson and Beck] who will’ say anything I tell them to say about you,” and that she would have to quit as he could not fire her. (Pl.’s Dep. at 193-94.) Plaintiff contends that Ernst screamed at her during this meeting and, while she raised her voice at him, she did not scream. (Halloran Dep. at 196.)

After this confrontation, Ernst contacted Doreen Haddy in Minneapolis, an assistant vice president of ONA in charge of personnel and human resources, to tell her of his difficulties with Plaintiff. Haddy informed Ernst that she could not be terminated without process, and that Ernst should document Plaintiffs problems. At this time, Ernst did not have the authority to terminate Plaintiffs employment; only Haddy and Jim Belligan, ONA’s senior vice president, had this power. (Ernst Aff. ¶ 22; Haddy Aff. ¶ 2, 10-11.) Ernst then sent a written description of his meeting with Plaintiff to Haddy. Haddy and Belligan decided to put Plaintiff on sixty days probation and Haddy drafted a letter of probation which she sent to Ernst. (Haddy Aff. ¶ 11; Belligan Aff. ¶ 4.)

Plaintiff had gone on vacation after the February 8 meeting. Upon her return, Ernst presented her with the letter of probation in front of Roberson. This meeting also became confrontational; Plaintiff refused to sign the probation letter and accused Roberson of calling her a whore. Plaintiff also complained of being subjected to six years of harassment by the other employees in her office. (Ernst Aff. ¶¶ 2-3; Roberson Aff. ¶¶ 17-18; Hal-loran Dep. at 400; Hearing Ex. 1.) After this meeting, Beck and Roberson stopped speaking with Plaintiff and ceased processing her work. (Halloran Dep. at 207-08, 326.)

After receiving the letter of probation on February 27, Plaintiff took a week’s sick leave from February 29 through March 6. As this absence followed so closely upon the writing of the letter of probation, Had-dy called Plaintiff at home on March 6 and requested that she bring a doctor’s note when she returned from sick leave. During this conversation, Plaintiff informed Haddy of her suspicion that Ernst wanted to fire her and hire a younger woman. Plaintiff also told Haddy that she believed Ernst was creating a file of false information to support her termination. Haddy responded that age had not been the factor motivating the letter of probation. (Had-dy Dep. at 131-37; Haddy Aff. ¶ 14, Ex. 20.)

Plaintiff traveled to Minneapolis for an ONA ■ seminar from March 17 through March 21, 1996. Plaintiff did not speak with Haddy, Belligan or anyone else in ONA management about the feared discrimination. (Haddy Aff. ¶¶ 18-22; Hallo-ran Aff. ¶ 34.)

Throughout her employment, Plaintiff had regularly filled out daily appointment sheets detailing the appointments she wished to keep each day at the offices of various ONA clients. After March 13, 1996, Ernst began checking on Plaintiffs attendance at these meetings; he often found that she had not visited businesses that she listed on her sheet. (Ernst Aff. ¶¶ 27-28, 33, 35, 41.) Plaintiff asserts that the daily appointment sheets merely listed those appointments she wished to keep each day and that she often had to modify her plans due to problems in transportation, her schedule, or the client’s schedule. (Halloran Aff. ¶¶ 37-39.)

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Bluebook (online)
58 F. Supp. 2d 831, 1999 U.S. Dist. LEXIS 16918, 1999 WL 569533, Counsel Stack Legal Research, https://law.counselstack.com/opinion/halloran-v-minnesota-old-northwest-agents-ltd-partnership-tnwd-1999.