Hoffman v. Lincoln Life & Annuity Distributors, Inc.

174 F. Supp. 2d 367, 2001 U.S. Dist. LEXIS 5462, 2001 WL 467550
CourtDistrict Court, D. Maryland
DecidedApril 30, 2001
DocketCiv. AMD 00-1446
StatusPublished
Cited by1 cases

This text of 174 F. Supp. 2d 367 (Hoffman v. Lincoln Life & Annuity Distributors, Inc.) is published on Counsel Stack Legal Research, covering District Court, D. Maryland primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Hoffman v. Lincoln Life & Annuity Distributors, Inc., 174 F. Supp. 2d 367, 2001 U.S. Dist. LEXIS 5462, 2001 WL 467550 (D. Md. 2001).

Opinion

MEMORANDUM

DAVIS, District Judge.

The plaintiff, M. Callie Hoffman, is a 62-year-old devout Christian woman. She brought this suit against her former employer, Lincoln Life and Annuity Distributors, Inc., (“Lincoln”) and her former supervisors, George L. Buckless, Jr. (“Buckless”) and Jeffrey W. Lang, Sr. (“Lang”). Hoffman alleges a host of employment discrimination and retaliation claims against Lincoln: hostile environment discrimination based on gender, religion and age, as well as retaliatory adverse employment actions; and discriminatory and/or retaliatory termination of employment on like bases, all in violation of Title VII of the Civil Rights Act of 1964, 42 U.S.C. § 2000e, et seq., as amended, 42 U.S.C. § 1981a (“Title VII”), and the Age Discrimination Employment Act. 29 U.S.C. § 621. In addition, she asserts a state-law claim for wrongful discharge. Pending before the court is the defendants’ motion for summary judgment. No hearing is necessary. For the reasons stated herein, I shall grant the defendants’ motion.

(i)

Pursuant to Fed.R.Civ.P. 56(c), summary judgment is appropriate “if the pleadings, depositions, answers to interrogatories, and admissions on file, together with the affidavits, if any, show that there is no genuine issue as to any material fact and that the moving party is entitled to judgment as a matter of law.” Anderson v. Liberty Lobby, Inc., 477 U.S. 242, 247, 106 S.Ct. 2505, 91 L.Ed.2d 202 (1986). A fact is material for purposes of summary judgment, if when applied to the substantive law, it affects the outcome of the litigation. Id. at 248, 106 S.Ct. 2505. Summary judgment is also appropriate when a party “fails to make a showing sufficient to establish the existence of an element essential to that party’s case, and on which that party will bear the burden of proof at trial.” Celotex Corp. v. Catrett, 477 U.S. 317, 322, 106 S.Ct. 2548, 91 L.Ed.2d 265 (1986).

*371 A party opposing a properly supported motion for summary judgment bears the burden of establishing the existence of a genuine issue of material fact. Anderson, 477 U.S. at 248-49, 106 S.Ct. 2505. “When a motion for summary judgment is made and supported as provided in [Rule 56], an adverse party may not rest upon the mere allegations or denials of the adverse party’s pleading, but the adverse party’s response, by affidavit or as otherwise provided in [Rule 56] must set forth specific facts showing that there is a genuine issue for trial.” Fed.R.Civ.P. 56(e). See Celotex Corp., 477 U.S. at 324, 106 S.Ct. 2548; Anderson, 477 U.S. at 252, 106 S.Ct. 2505; Shealy v. Winston, 929 F.2d 1009, 1012 (4th Cir.1991). Of course, the facts, as well as the justifiable inferences to be drawn therefrom, must be viewed in the light most favorable to the nonmoving party. See Matsushita Elec. Indust. Co. v. Zenith Radio Corp., 475 U.S. 574, 587-88, 106 S.Ct. 1348, 89 L.Ed.2d 538 (1986). The court, however, cannot rely upon unsupported speculation and it has an affirmative obligation to prevent factually unsupported claims and defenses from proceeding to trial. See Felty v. Graves-Humphreys Co., 818 F.2d 1126, 1128 (4th Cir.1987).

(ii)

Viewing the facts in the light most favorable to Hoffman, the nonmoving party, the following constitutes a summary of the facts underlying this case. Additional facts are discussed below in the analysis of the legal issues.

In July 1992, Lincoln hired Hoffman to work in the mail room. Soon thereafter, she began to work as secretary to George Buckless. In 1995, upon Buckless’s promotion to Regional Chief Executive Officer, Hoffman began working for Jeffrey Lang, the Compliance Officer and Director of the Financial Planning Department. Lincoln terminated Hoffman’s employment in June 1999.

Hoffman first alleged that she was the victim of discriminatory treatment shortly after she began working for Lang. Her duties included recording payroll, filing, maintaining Lang’s calendar, scheduling appointments, opening his mail and e-mail and handling tasks generated by his mail and e-mail. In the course of her duties, Hoffman checked Lang’s e-mail several times a day to screen messages. Lang spent a good part of his day in appointments and he relied on Hoffman to handle as much of his correspondence as she could. Lang received approximately 100 e-mails per week.

A Lincoln employee, Michael Kurland, sent Lang a manila envelope marked “personal and confidential” via inter-office mail. Hoffman opened the envelope and found that it contained pornographic pictures. She brought them to Lang, who then took them to Buckless. Buckless held an immediate meeting with Kurland and informed him that he was to cease all such activity. Kurland agreed and apologized to Buckless and he later apologized directly to Hoffman. Hoffman acknowledged that Lincoln dealt with this incident “quickly.” Thereafter, Lang directed Hoffman not to open mail addressed to him as “personal and confidential.” Hoffman never again saw any pornographic material in Lang’s mail.

In the meantime, on or about March 1, 1997, Hoffman completed and signed a Performance Enhancement Plan form, a human resources document, which set forth her assessment of her job performance, areas in which she needed improvement and plans of action to effect those improvements. On the form she stated she needed “to become more proficient in Windows” and “[to] become Internet proficient.” She also indicated she *372 would “attend training classes” to become more proficient in Windows. With respect to her customer service responsibilities, Hoffman indicated she would “take Series 7 class,” a training activity.

In early July 1998, Mike Feeley, the Vice President of Sales and Marketing, met with the administrative support staff in the Financial Planning Department, including Hoffman, to discuss impending changes in the department. At this meeting, Feeley expressed concerns about the department’s “productivity, expenses and workflow.” He announced that the administrative staff would be pooled and, specifically, that Hoffman would be assigned to support the work of additional employees, while continuing to work for Lang. It is undisputed that Hoffman failed to perform these additional responsibilities.

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Bluebook (online)
174 F. Supp. 2d 367, 2001 U.S. Dist. LEXIS 5462, 2001 WL 467550, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hoffman-v-lincoln-life-annuity-distributors-inc-mdd-2001.