Kilgore v. Sears, Roebuck and Co.

722 F. Supp. 1535, 1989 U.S. Dist. LEXIS 9499, 52 Empl. Prac. Dec. (CCH) 39,589, 51 Fair Empl. Prac. Cas. (BNA) 174, 1989 WL 120355
CourtDistrict Court, N.D. Illinois
DecidedAugust 9, 1989
Docket85 C 7600
StatusPublished

This text of 722 F. Supp. 1535 (Kilgore v. Sears, Roebuck and Co.) is published on Counsel Stack Legal Research, covering District Court, N.D. Illinois primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Kilgore v. Sears, Roebuck and Co., 722 F. Supp. 1535, 1989 U.S. Dist. LEXIS 9499, 52 Empl. Prac. Dec. (CCH) 39,589, 51 Fair Empl. Prac. Cas. (BNA) 174, 1989 WL 120355 (N.D. Ill. 1989).

Opinion

MEMORANDUM OPINION AND ORDER

LEINENWEBER, District Judge.

This case is before the court on the motion of defendant, Sears Roebuck and Co. (“Sears”), for summary judgment on the complaint of plaintiffs, Ogden Kilgore (“Kilgore”), Donald Lorang (“Lorang”), Arylene Watlington (“Watlington”), and Joseph Kuligoski (“Kuligoski”). For the reasons herein stated, the motion is granted.

Joseph Kuligoski

Kuligoski worked for Sears for some twenty-eight years. On June 5, 1985 he was fired at the age of fifty-five. Kuli-goski alleges that this discharge violated the Age Discrimination in Employment Act (“ADEA”), 29 U.S.C. §§ 621-634 (1988), which states in pertinent part that “it shall be unlawful for an employer to ... discharge any individual .. .because of such individual’s age.” Id. at § 623(a)(1).

Sears moves for summary judgment on the grounds that no reasonable jury could return a verdict for Kuligoski based upon the evidence in the record. Celotex Corp. v. Catrett, All U.S. 317, 327, 106 S.Ct. 2548, 2555, 91 L.Ed.2d 265 (1986). In order for a jury to return a verdict for Kuligoski it would have to reasonably find that age was a determining factor in Kuligoski’s *1537 discharge. La Montague v. American Convenience Prdts., Inc., 750 F.2d 1405, 1409 (7th Cir.1984).

Kuligoski bears the burden of proving such discrimination. Steffen v. Meridian Life Ins. Co., 859 F.2d 534, 545 (7th Cir. 1988), cert. denied, — U.S.-, 109 S.Ct. 3191, 105 L.Ed.2d 699 (1989). He may discharge this burden either by producing direct evidence of discrimination, or by utilizing the indirect burden-shifting method of proof, originally set forth in McDonnell Douglas Corp. v. Green, 411 U.S. 792, 93 S.Ct. 1817, 36 L.Ed.2d 668 (1973), and later adapted to age discrimination claims. See Oxman v. WLS-TV, 846 F.2d 448, 452 (7th Cir.1988). Kuligoski offers evidence under the latter method.

In the indirect method of proof the employee has the initial burden of proving by a preponderance of the evidence a prima facie case of discrimination. Texas Dept. of Community Affairs v. Burdine, 450 U.S. 248, 252-53, 101 S.Ct. 1089, 1093-94, 67 L.Ed.2d 207 (1981). If he succeeds in so doing a rebuttable presumption of discrimination arises, id. at 254 n. 7, 101 S.Ct. at 1094 n. 7, and the burden then shifts to the employer to articulate some legitimate, non-discriminatory reason for its action. Mechnig v. Sears, Roebuck & Co., 864 F.2d 1359, 1364 (7th Cir.1988). If the employer succeeds in producing such a reason the burden of production shifts back to the employee who must then prove by a preponderance of the evidence that the legitimate reasons offered by the employer were not its true reasons but rather a pretext for discrimination. Id.

The first three elements of the prima facie case which Kuligoski must prove are that (1) he was in the protected class (40 or older); (2) his job performance met his employer’s legitimate expectations; and (3) he was discharged or demoted. Id. The parties disagree and the precedent is inconsistent as to what the fourth element should be. Kuligoski claims, and at least three cases in the Seventh Circuit have held, that the plaintiff only needs to prove that the employer “sought a replacement” for the plaintiff. Mechnig, 864 F.2d at 1364 n. 5. Sears claims, and at least three cases in the Seventh Circuit have held, that the plaintiff needs to show that he was “replaced by a younger person,” which is a much stricter standard. Id. The Seventh Circuit has twice declined to resolve this inconsistency. Weihaupt v. American Medical Ass’n., 874 F.2d 419, 427 n. 2 (7th Cir.1989); Mech-nig, 864 F.2d at 1364 n. 5. Because Kuli-goski’s case and those of his co-plaintiffs turn on other factors, it makes no difference that the court here applies the former standard.

Kuligoski’s age, fifty-five, places him within the protected class. Moreover it is undisputed that he was discharged and replaced. Thus the crucial issue is whether he can establish by a preponderance of the evidence that his job performance satisfied Sears’ legitimate expectations. Dale v. Chicago Tribune Co., 797 F.2d 458, 463 (7th Cir.1986), cert. denied, 479 U.S. 1066, 107 S.Ct. 954, 93 L.Ed.2d 1002 (1987). This factor envisions a bifurcated inquiry, i.e., (1) whether the employer’s expectations were legitimate, and (2) if so, whether the employee was meeting those expectations. Id. As to the first prong of this inquiry the court must determine whether the employer communicated its expectations to the employee and whether those expectations were unreasonable. Id. There is ample evidence in the record that Sears repeatedly warned Kuligoski not to engage in altercations with fellow employees and customers, and to otherwise follow company rules. Kuligoski does not contend that these expectations were unreasonable and the court sees no reason to conclude otherwise.

Thus summary judgment turns on whether, based on the evidence presented, a jury could reasonably find by a preponderance of the evidence that Kuligoski was meeting Sears’ expectations. Sears has introduced substantial evidence that despite its repeated warnings, Kuligoski continued to violate company rules and act abusively toward fellow workers and employees. It points to numerous oral reprimands and written “deficiency memoranda” issued to Kuligoski that document these violations. *1538 It also points to deposition testimony in which Kuligoski repeatedly admits engaging in the activities that gave rise to many of these reprimands and memoranda.

Kuligoski’s response is that the memo-randa and reprimands he received have no basis in fact and were fabricated over a two-year period, from 1983 to 1985, for the sole purpose of justifying his termination.

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Related

McDonnell Douglas Corp. v. Green
411 U.S. 792 (Supreme Court, 1973)
Texas Department of Community Affairs v. Burdine
450 U.S. 248 (Supreme Court, 1981)
Robert R. Henn v. National Geographic Society
819 F.2d 824 (Seventh Circuit, 1987)
Jonah Oxman v. Wls-Tv
846 F.2d 448 (Seventh Circuit, 1988)
Robert H. Palucki v. Sears, Roebuck & Company
879 F.2d 1568 (Seventh Circuit, 1989)
Bartman v. Allis-Chalmers Corp.
799 F.2d 311 (Seventh Circuit, 1986)
LeClair v. Saunders
450 U.S. 959 (Supreme Court, 1981)
Bartman v. Allis-Chalmers Corp.
479 U.S. 1092 (Supreme Court, 1987)
Grohs v. Gold Bond Building Products
490 U.S. 1036 (Supreme Court, 1989)

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722 F. Supp. 1535, 1989 U.S. Dist. LEXIS 9499, 52 Empl. Prac. Dec. (CCH) 39,589, 51 Fair Empl. Prac. Cas. (BNA) 174, 1989 WL 120355, Counsel Stack Legal Research, https://law.counselstack.com/opinion/kilgore-v-sears-roebuck-and-co-ilnd-1989.