Judy Pree v. Farmers Insurance Exchange

552 F. App'x 385
CourtCourt of Appeals for the Fifth Circuit
DecidedJanuary 23, 2014
Docket13-40454
StatusUnpublished
Cited by3 cases

This text of 552 F. App'x 385 (Judy Pree v. Farmers Insurance Exchange) is published on Counsel Stack Legal Research, covering Court of Appeals for the Fifth Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Judy Pree v. Farmers Insurance Exchange, 552 F. App'x 385 (5th Cir. 2014).

Opinion

PER CURIAM: *

Judy Pree appeals the district court’s judgment granting Farmers Insurance Exchange’s (“Farmers’s”) motion for summary judgment. Pree brought claims of age discrimination, retaliation, and hostile work environment, all under the Age Discrimination in Employment Act of 1967 (“ADEA”). Pree also brought a claim for intentional infliction of emotion distress under Texas law. On appeal, Pree challenges the dismissal of her disparate treatment and retaliation claims. She also argues that the district court abused its discretion by ruling on Farmers’s summary judgment motion during the pen-dency of Pree’s motion to compel. We have considered each of Pree’s arguments and AFFIRM the district court’s judgment granting Farmers’s motion for summary judgment.

I.

Pree, who was born in 1954, began her career at Farmers in 1993 as a mail clerk. In 2002, she started working in the Beaumont, Texas, field claims department. By 2008, she was promoted to Special Field Claims Representative in that office by Rick Dearing, her supervisor. She was fifty-four years old at the time of this promotion.

Beginning in 2009, Pree began to receive poor marks for her work in that position. Farmers evaluated its claims representatives in six areas and graded each representative on a scale of one to five, with one evidencing that the employee was far below company expectations and a five evidencing that the employee far exceeded expectations. In 2009, Pree’s year-end review noted that she was underperforming in two of the six review areas. She scored a one (below expectations) in “Customer Experience” and a two (partially meets expectations) in “Level of Support.” This year-end review was administered by Dearing and included specific commentary from him on each graded area.

Pree’s 2009 failure to meet company expectations in the area of customer service was the second time she had failed in this area in recent years. Furthermore, her overall job performance rating for 2009 was a two, meaning that she only partially met the company’s expectations. Pree complained to Ronnie Waller, the Auto Physical Damage department manager in the Beaumont office, that Dearing was treating her unfairly. As a result, Waller transferred her to the supervision of another superior, Cary Scott Robertson, in March 2010. On April 2, 2010, Pree, now fifty-five years old, filed a charge of age discrimination with the EEOC, alleging disparate treatment by Dearing. Her interactions with Dearing are the basis of her disparate treatment claim before us.

After the filing of the charge with the EEOC, Pree alleges that Robertson began to mistreat or “nitpick” her. In June 2010, Pree received a Formal Warning based on her poor job performance; this warning was written by Robertson. The Warning noted that in 2009 Pree had failed to meet company expectations in the areas of customer service and level of support. It also stated that Pree was not meeting expectations in estimate accuracy, total loss accuracy, efficiency/time management, behavior, and level of support. The memo relayed how Robertson had *387 been providing daily support to Pree and cautioned Pree that she “must stabilize and improve her performance” or be subject to further disciplinary action “up to and including termination of [her] employment.”

By the time of Pree’s 2010 mid-year performance review, she was not meeting expectations in four of the six objectives, and Pree was placed on sixty-day probation because of these performance failures. Shortly thereafter, Robertson made the decision to fire Pree. These events, including termination, constitute the substance of Pree’s retaliation claim.

II.

Pree first filed suit in November 2010. In July 2011 Pree presented her first requests for production and interrogatories. On July 22, Farmers moved for summary judgment on all of Pree’s claims while Pree moved for a continuance, which the district court granted, extending Pree’s deadline to respond to the motion until September 12. During this time Pree conducted additional discovery and filed her response. On February 18, 2012, the discovery deadline passed and Pree had not yet received what she believed to be an adequate response to a second set of interrogatories and requests for production. Twelve days later she filed a motion to compel Farmers to adequately respond and produce those documents. On March 30, 2012, the district court granted Farmers’s motion for summary judgment while Pree’s motion to compel was pending. This motion to compel was later denied as moot. The district court later issued a memorandum opinion and entered a final judgment. Pree timely appealed.

III.

We review a district court’s granting of summary judgment de novo, “employing the same standards as did the district court.” Meditrust Fin. Servs. Corp. v. Sterling Chems., Inc., 168 F.3d 211, 213 (5th Cir.1999). Summary judgment is proper where a “movant shows that there is no genuine dispute as to any material fact and the movant is entitled to judgment as a matter of law.” Fed.R.CivP. 56(a).

First, Pree appeals the dismissal of her ADEA disparate treatment claim against Farmers. A plaintiff may prove age discrimination “either through: direct evidence or by an indirect or inferential method of proof.” Rachid v. Jack in the Box, Inc., 376 F.3d 305, 309 (5th Cir.2004). If relying on the inferential method, as Pree does here, she must put forth a prima facie case, “at which point the burden shifts to the employer to provide a legitimate, nondiscriminatory reason for the employment decision.” Berquist v. Washington Mut. Bank, 500 F.3d 344, 349 (5th Cir.2007). A prima facie case requires that the plaintiff show “(1) he was discharged; (2) he was qualified for the position; (3) he was within the protected class at the time of discharge; and (4) he was either i) replaced by someone outside the protected class, ii) replaced by someone younger, or iii) otherwise discharged because of his age.” Rachid, 376 F.3d at 309.

Pree fails to challenge the district court’s finding that she had not established a prima facie case of discrimination and instead attacks Farmers’s legitimate, nondiscriminatory reasons for its conduct as pretextual in nature. We will not assume that Pree established a prima facie case of discrimination when there is no reliable evidence that she was either replaced by a younger worker or otherwise discharged because of her age. Rachid, 376 F.3d at 309. The district court did not err in *388 granting summary judgment for Farmers on Pree’s disparate treatment claim.

Pree next alleges that Farmers retaliated against her because she filed a charge of age discrimination with the EEOC. This alleged retaliation took place while she was under the supervision of Robertson following her reassignment in March 2010. “To establish a prima facie

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Bluebook (online)
552 F. App'x 385, Counsel Stack Legal Research, https://law.counselstack.com/opinion/judy-pree-v-farmers-insurance-exchange-ca5-2014.