Hurt v. MFA Incorporated

CourtDistrict Court, W.D. Missouri
DecidedSeptember 10, 2021
Docket5:20-cv-06106
StatusUnknown

This text of Hurt v. MFA Incorporated (Hurt v. MFA Incorporated) is published on Counsel Stack Legal Research, covering District Court, W.D. Missouri primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Hurt v. MFA Incorporated, (W.D. Mo. 2021).

Opinion

IN THE UNITED STATES DISTRICT COURT FOR THE WESTERN DISTRICT OF MISSOURI ST. JOSEPH DIVISION

MARILYN HURT, ) ) Plaintiff, ) ) v. ) Case No. 20-cv-06106-SRB ) MFA INCORPORATED, ) ) Defendant. )

ORDER Before the Court is Defendant MFA Incorporated’s Motion for Summary Judgment. (Doc. #50.) For the reasons set forth below, the motion is GRANTED IN PART and DENIED IN PART. I. FACTUAL BACKGROUND For the purpose of resolving the pending motion, and unless otherwise indicated, the following facts are uncontroverted or deemed uncontroverted by the Court.1 Additional facts relevant to the parties’ arguments are set forth in Section III. Plaintiff Marilyn Hurt (“Plaintiff”) is a female and was born in 1954. Defendant MFA Incorporated (“Defendant”) is a regional farm supply and marketing cooperative that serves farmers in Missouri and adjacent states. Beginning on November 4, 1996, Defendant employed Plaintiff as a bookkeeper at Defendant’s facility in Bethany, Missouri. On November 12, 2007, Plaintiff transferred to and worked as a bookkeeper at Defendant’s facility in Albany, Missouri.

1 The purpose of this Order is to identify the genuine issues of material fact found by the Court and to explain why those facts preclude judgment as a matter of law. The parties’ briefs, including statements of fact (but not including exhibits), span nearly 300 pages. The Court need not discuss all of the facts or all of the factual disputes because it is the jury’s role to resolve disputed facts. As required by applicable law, disputed facts are viewed in the light most favorable to Plaintiff, the non-moving party. This discussion should not be construed as findings of fact. At both locations, Plaintiff’s job duties as a bookkeeper included paying bills, taking care of grain, handling customer accounts, producing month end reports, and taking care of payroll. At Albany, David Cooper (“Mr. Cooper”) was Plaintiff’s supervisor from approximately November 2007 through March 2018. Mr. Cooper never discussed performance issues with Plaintiff and generally gave her positive annual performance reviews. When Mr. Cooper was her

supervisor, Plaintiff usually worked from 8:00 a.m. to 5:00 p.m. and some Saturdays when she needed to work. Like other employees, Plaintiff would accrue overtime hours if she did not take a one-hour lunch break during the work week. Plaintiff and Mr. Cooper had an understanding that Plaintiff could decide whether she needed to work overtime, and Mr. Cooper allowed Plaintiff to make that decision. Mr. Cooper did, however, tell Plaintiff and her coworkers to watch their overtime if business was slow. In June 2018, Joshua Miller (“Miller”) became Plaintiff’s new supervisor at the Albany facility. At that time, Miller was 35 or 36 years old. Miller had responsibility for managing eight employees. In August 2018, Plaintiff purchased a hearing aid because she could not hear

Miller. Plaintiff does not recall telling Miller about the hearing aid, but did tell Miller that she could not hear him. On one occasion, Miller was having a conversation with a customer at the counter. Miller and the customer then began talking to Plaintiff, but Plaintiff did not know they were talking to her. Plaintiff testified that when she looked up, Miller had a smile on his face as though it was funny that Plaintiff could not hear them. Plaintiff testified that on other occasions, Miller would holler at her from his office, even though he knew she did not understand what he was asking her. Plaintiff would have to stop working and go to Miller’s office to find out what he wanted. Miller held employee meetings and discussed overtime, lunch breaks, hours, and reducing overtime. At one meeting, Miller told employees they should try to limit overtime by taking lunch as opposed to working through lunch and calling it overtime. However, between June 2018 and October 2018, Miller did not directly discuss with Plaintiff her use of overtime hours.

Plaintiff believed her job duties did not change when Miller became her supervisor. On October 26 or 27, 2018, Miller told Plaintiff he wanted to change some things at the Albany location. These changes included Plaintiff answering telephone calls and helping customers more promptly. Plaintiff did not believe her job duties included those tasks, but offered to help with them. (Doc. #60-2, p. 33.)2 Plaintiff told Miller “I can try to start to help answer the phone, help try to cover the counter more[.]” (Doc. #60, p. 91.) Plaintiff and Miller also discussed her work schedule, and agreed on 9:00 a.m. to 6:00 p.m. According to Plaintiff, she also discussed working additional hours on Saturday to “get the drawer closed.” (Doc. #57, p. 67.) On Saturday, October 27, 2018, Miller gave Plaintiff a Performance Improvement Plan

(“PIP”). The PIP indicated that Plaintiff did not meet minimum expectations. (Doc. #52-1, p. 225.) The PIP stated Plaintiff needed to improve on assisting customers at the counter, answering the phone, and minimizing overtime. The “expected results” included assisting customers at the counter, answering the phone, and to “[s]tart at 9:00 AM and without any mistakes at the drawer, be done by 6:00 pm during the week.” (Doc. #52-1, p. 225.) Until the day before or the day of issuing the PIP, Miller never had any one-on-one conversations with Plaintiff about any of the items in the PIP. The PIP gave Plaintiff thirty days to make the improvements or face termination.

2 All page numbers refer to the pagination automatically generated by CM/ECF. Miller also gave Plaintiff her Annual Performance Appraisal on October 27, 2018. Other than some information that had already been filled in from a prior year, Miller completed the appraisal without input from any other person. Miller gave Plaintiff an aggregate rating of 3.2. Miller believed a 3.2 rating meant the employee’s job performance is not perfect, but reflected standard performance and that the employee was doing her job. The appraisal included

necessary improvements, which were “answer phone timely,” and “assist customers timely.” (Doc. #52-1, p. 237.) The stated goal was “keep overtime to a minimum.” (Doc. #52-1, p. 237.) Plaintiff objected to the PIP and appraisal after having an opportunity to fully review them. Plaintiff contacted Miller and Amanda Cooper (“Ms. Cooper”) in Human Resources and explained that the items in the PIP were never previously told to her, explained to her, nor required of her as of October 2018. Ultimately, Miller and Cooper determined that the PIP and appraisal were not the fairest thing to do and should be voided. The PIP and the original appraisal were therefore voided. On November 2, 2018, Miller issued Plaintiff a second Annual Performance Appraisal.

The second appraisal also gave Plaintiff an aggregate score of 3.2. The second appraisal contained “necessary improvements,” including answering the telephone promptly and timely assisting customers. (Doc. #52-1, p. 245.) The second appraisal also set a goal of “keep overtime to a minimum.” (Doc. #52-1, p. 245.) Plaintiff received a raise after issuance of the second appraisal. Because the PIP had been rescinded, Plaintiff was not on a performance improvement plan. Following the second appraisal, Miller believed Plaintiff “improved tremendously on the phone and counter.” (Doc. #60, p. 109.) Plaintiff did not hear any complaints from Miller about her job performance in these areas after November 1, 2018. However, Plaintiff believed that performing these tasks interrupted her normal bookkeeping work and led to overtime hours. During all relevant time periods, every employee at the Albany location accumulated overtime. Miller had the responsibility of approving or not approving overtime for employees. Although Plaintiff’s second appraisal told Plaintiff to minimize overtime, Miller did not directly

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Hurt v. MFA Incorporated, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hurt-v-mfa-incorporated-mowd-2021.