Hartung v. Cae Newnes, Inc.

229 F. Supp. 2d 1093, 2002 U.S. Dist. LEXIS 2281, 2002 WL 31429062
CourtDistrict Court, D. Oregon
DecidedJanuary 14, 2002
DocketCIV.00-1400-BR
StatusPublished
Cited by5 cases

This text of 229 F. Supp. 2d 1093 (Hartung v. Cae Newnes, Inc.) is published on Counsel Stack Legal Research, covering District Court, D. Oregon primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Hartung v. Cae Newnes, Inc., 229 F. Supp. 2d 1093, 2002 U.S. Dist. LEXIS 2281, 2002 WL 31429062 (D. Or. 2002).

Opinion

OPINION AND ORDER

BROWN, District Judge.

This matter comes before the Court on Defendant’s Motion for Summary Judgment (# 17) pursuant to Fed.R.Civ.P. 56. For the reasons that follow, Defendant’s Motion for Summary Judgment is DENIED.

PROCEDURAL BACKGROUND

On October 13, 2000, Plaintiffs Dennis Hartung, John Harvey, Richard Harvey, Michael Leach, Charles Craig, and Rick Easley filed a Complaint alleging age and employment discrimination. Plaintiffs Hartung, Harvey brothers, and Leach alleged the manner in which Defendant reduced its workforce and laid off Plaintiffs “had a disparate impact” on a protected class of individuals, namely employees over the age of forty, in violation of the Age Discrimination and Employment Act (ADEA), 29 U.S.C. §§ 621-34. Although the Complaint did not clearly state the basis of the claims brought by Plaintiffs Craig and Easley, these Plaintiffs apparently contended Defendant treated them differently than other similarly-situated employees because of their age.

Defendant filed a Motion for Summary Judgment as to all of Plaintiffs’ claims. Defendant argued Plaintiffs failed to establish its- reduction in force had a disparate impact on older employees. Although Defendant also contended Plaintiffs failed to allege a disparate treatment theory in their original Complaint and Plaintiffs, therefore, were precluded from pursuing that theory at the summary judgment stage, Defendant, nonetheless, argued in detail for ten pages of its supporting memorandum that Plaintiffs failed to establish a prima facie case of disparate treatment. In their written response, Plaintiffs conceded their claims based on disparate impact and argued summary judgment should be denied on the ground that Defendant treated all Plaintiffs differently than similarly-situated employees because of age. Plaintiffs contended Defendant would not be prejudiced if the Court permitted Plaintiffs to pursue this implied but unpled disparate treatment theory at this stage.

The Court heard oral argument on Defendant’s Motion for Summary Judgment on November 1, 2001. During oral argument, Plaintiffs Craig and Easley conceded their claims in their entirety. Plaintiffs Hartung, Harvey brothers, and Leach made an oral motion to amend their Com *1096 plaint to add allegations in support of their newly-stated disparate treatment theory. In an Order issued November 2, 2001, the Court granted Plaintiffs permission to file a written motion for leave to amend their Complaint. The Court advised the parties it would address Defendant’s Motion for Summary Judgment after it decided Plaintiffs’ Motion for Leave to Amend the Complaint.

On November 11, 2001, Plaintiffs filed a Motion for Leave to File an Amended Complaint that alleged disparate treatment. The Court issued an Order on January 2, 2002, granting Plaintiffs’ Motion, and Plaintiffs filed their Amended Complaint on January 7, 2002.

Although Plaintiffs Hartung, Harvey brothers, and Leach did not expressly raise their claims of disparate treatment until they filed their Amended Complaint, which was after Defendant’s Motion for Summary Judgment was fully briefed, Defendant had actual notice that these Plaintiffs intended to pursue this theory. Plaintiffs’ original Complaint alerted Defendant, to the issue of disparate treatment, and the record shows Defendant pursued discovery on that theory with each of the Plaintiffs. Defendant addressed each Plaintiffs disparate treatment claim in its Motion for Summary Judgment and offered evidence specific to each Plaintiff in support of its affirmative defense that it had legitimate, nondiscriminatory reasons for firing each Plaintiff. In addition, the Court heard oral argument on Plaintiffs’ disparate treatment theory alone. In its Memorandum in Opposition to Plaintiffs Motion for Leave to File Amended Complaint, Defendant acknowledges Plaintiffs “have been fully educated” as to the arguments that Defendant would make in response to Plaintiffs’ disparate treatment claims set out in the proposed Amended Complaint. Because the issues raised in Plaintiffs’ Amended Complaint have been briefed fully by both sides for the purpose of the summary judgment analysis and the summary judgment record is otherwise complete, the Court deems Defendant’s Motion for Summary Judgment as a Motion against the allegations in the Amended Complaint.

FACTUAL BACKGROUND

In late summer 1998, Plaintiffs were employed by Defendant at its Sherwood lumber-handling equipment manufacturing plant. An industry-wide slowdown in the fall of 1998 caused a substantial reduction in • orders, and Defendant was forced to announce a general reduction in force (RIF) on November 3, 1998. The parties agree the “business necessity and ultimate goal of the RIF was to develop a versatile and efficient workforce that could keep the plant running by performing whatever tasks were necessary,” and “at no point in the decision-making process was the issue of age discussed.”

As part of the RIF, Plaintiffs Hartung (mechanic, age 60), John Harvey (fabricator, age 50), Richard Harvey (fabricator, age 54), and Michael Leach (welder, age 54) were laid off. All of these Plaintiffs were over the age of forty when Defendant hired them and when Defendant fired them.

The parties disagree about Defendant’s reasons for dismissing Plaintiffs and the identity of the person who. made those decisions. Defendant alleges Bob Atkinson, the plant manager, was the ultimate decision-maker. Atkinson allegedly made a “mental list” of employees to lay off and then “consulted” with the six team leaders in the plant to confirm his pre-conceived selections.. Plaintiffs, on the other hand, contend Ken Sonners, one of the team leaders, actually made the dismissal determinations himself. Plaintiff Leach testified he stood up immediately after the list *1097 of persons to be laid off was announced on November 3, 1998, and asked Atkinson how the decisions were made. Plaintiff Leach testified Atkinson responded that he “left the choice up” to the “lead men” and, in' particular; to Ken Sonners. Plaintiffs Harvey brothers also testified they heard this exchange.

• Although Plaintiffs admit Atkinson did not make any ■ age-related comments in their presence, Plaintiffs allege Sonners made numerous derogatory, age-related comments during the course of Plaintiffs’ employment. Plaintiffs maintain they heard Sonners:

1. refer to one or more of the Plaintiffs as “one of the old boys,” “old guys,” an “old fart,” or an “old bastard”;
2. explain the young guys “hustle” and wonder “why you old guys can’t work like these young guys do”;
3. ask Plaintiff Hartung why he was sweating and tell Plaintiff Hartung, “those young kids over there, they don’t sweat like that”;
4. Complain About A Co-Worker Being Too Slow And Inoapable Of Keeping Up With “The Young Guys” And SPECIFICALLY STATE THE CO-WORKER “Shouldn’t Even Be In The Company, He’s Too Old”;
5.

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229 F. Supp. 2d 1093, 2002 U.S. Dist. LEXIS 2281, 2002 WL 31429062, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hartung-v-cae-newnes-inc-ord-2002.