Matras v. Amoco Oil Co.

385 N.W.2d 586, 424 Mich. 675
Michigan Supreme Court·Decided April 18, 1986·No. 73356, (Calendar No. 5)·Published·Cited by 211 cases

Opinions

Levin, J.

The issue presented is whether the Court of Appeals erred in setting aside a jury verdict on the ground that there was insufficient evidence for a reasonable person to find that age discrimination was a determining factor in the discharge of Edmund Matras. We conclude that there was sufficient evidence for a reasonable person to find that age discrimination was a determining factor, and that the Court of Appeals did err.

Amoco instituted a lay-off plan that classified workers by age, sex, and race to maintain a fixed percentage of workers in each category. The record does not show a need for other than a neutral plan blind to age, sex, and race. During his termination interview, Matras was told by an Amoco manager that he was being discharged because he was low man in the over-forty group. While Amoco con[679]*679tends Matras would have been discharged even if Amoco had not divided its employees into age, sex, and race categories, Amoco presented no evidence indicating how it would have evaluated its employees had it not employed the plan and, consequently, no evidence of what might have been the result under an alternative plan.

The decision of the Court of Appeals is reversed, and the cause is remanded to the Court of Appeals for consideration of the issues raised by Amoco in the Court of Appeals that were not addressed by that Court.

I

Edmund J. Matras brought this age discrimination action under the Fair Employment Practices Act.1

Matras was forty-one years old when he was discharged in 1975. He had been working as a territory manager for Amoco since 1963. Evaluations of his performance in his first years were quite favorable. In 1965, he was described as "a very aggressive young man who learns fast and shows great determination.” In 1966, he won a sales contest because "for ten months of 1966, your efforts and team leadership have enabled you to come out on top in overall sales ranking.” In 1972 and 1973, his performance evaluations took a turn for the worse. On a scale of one to six, with six being the worst, Matras received a six for 1972. This rating by Robert Johnson, Matras’ supervisor for the last three months of 1972, was based on Matras’ failure to achieve basic gasoline sales objectives for his territory, which had been expanded to include five new stations. Matras had [680]*680received an interim rating of two for the first nine months of 1972. His 1973 performance rating was four.

In 1974, Amoco decided to reorganize and reduce its sales force. "Manpower Consolidation Guidelines” were prepared. The guidelines stated that the reorganizations would be conducted at the regional level. Sales personnel in the region would be divided into four categories: women, racial minorities, persons between the ages of forty and sixty-five, and white males under forty.

Only the last two appraisals were used in the Detroit region where Matras was employed. Matras received a score of ten. Four other employees also received a ten, but no one had worse than a ten. Two of the employees with ten were discharged. Two were retained. One of the two who was retained was a white male older than Matras. The other was a black woman, who was not listed in the over-forty category. The trial court concluded she was under forty. Within the Detroit marketing region, the reorganization resulted in the termination of twenty-seven of 160 territory managers. Amoco did not always merely add up the scores within the groups and terminate those with the worst scores. Amoco made exceptions and apparently "skipped around.”

During Matras’ termination interview, Amoco’s district manager told Matras "you’re low man in the over age 40 group, so we are going to have to let you go.” The making of this statement was not disputed.

At the close of Matras’ proofs, Amoco moved for a directed verdict. In denying the motion, the trial court first alluded to the evidence of age discrimination other than the plan. This evidence included the early reference to Matras as an "aggressive [681]*681young man,” an unwanted party given by Johnson to celebrate Matras’ fortieth birthday, his nickname among employees, Gramps, and the appearance of his age on evaluation forms. The trial court said, "if that were the only evidence of age discrimination I would direct a verdict in favor of the defendant.” The court went on to say, however, "there is ... at least a prima facie showing that the plan itself, without reference to any other piece of evidence, is discriminatory on account of age.” The plan was a "negative,” not "an affirmative action plan.” "[I]t takes three protected groups and mandates . . . regardless of how they compare to the unprotected group . . . that some minorities . . . people 40-65 . . . and women will be discharged ... to maintain their proportion of the whole.” Amoco rested, although its motion for a directed verdict had been denied.

The jury found for the plaintiff and awarded him $55,000 for lost wages and $60,000 for other damages. The trial court denied Amoco’s motion for judgment notwithstanding the verdict and Matras’ motion for attorney fees.

In a split decision, the Court of Appeals reversed, ruling that there was insufficient evidence to go to the jury.

II

In reviewing a trial court’s failure to grant a defendant’s motion for a directed verdict or a judgment notwithstanding the verdict, we examine the testimony and all legitimate inferences that may be drawn in the light most favorable to the plaintiff.2 If reasonable jurors could honestly have reached different conclusions, the motion should [682]*682have been denied.3 If reasonable jurors could disagree, neither the trial court nor this Court has the authority to substitute its judgment for that of the jury.

In an age discrimination case, the question thus becomes whether the plaintiff has presented evidence " 'which, when viewed in the light most favorable to the plaintiff, would permit a reasonable jury to find that he was discharged because of his age.’ ”4

A

A jury can find that the discharge was "because of age” even if age was not the sole factor. As accurately expressed in the Michigan Standard Jury Instruction, "[age] does not have to be the only reason, or even the main reason, but it does have to be one of the reasons which made a difference in determining whether or not to [discharge] the plaintiff.”5 Another formulation would be that age is a determining factor when the unlawful adverse action would not have occurred without age discrimination. Alternative expressions of the determining factor concept are "but for causation” or "causation in fact.”6

In the instant case, the question therefore becomes whether there was sufficient evidence, when the evidence and inferences therefrom are viewed in a light most favorable to Matras, for reasonable [683]*683jurors to conclude that age discrimination was a determining factor in the decision to discharge him.

B

Matras suggests that his cause could also have been submitted to the jury upon satisfaction of the burden of proof requirements articulated in McDonnell Douglas Corp v Green, 411 US 792; 93 S Ct 1817; 36 L Ed 2d 668 (1973). In McDonnell Douglas,

Free access — add to your briefcase to read the full text and ask questions with AI

Matras v. Amoco Oil Co., 385 N.W.2d 586, 424 Mich. 675 (Mich. 1986).

385 N.W.2d 586 (Matras v. Amoco Oil Co.) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

Related

Kenneth Lowe v. Walbro LLC
972 F.3d 827 (Sixth Circuit, 2020)
Karen Hrapkiewicz v. Board of Governors of Wayne State University
910 N.W.2d 654 (Michigan Supreme Court, 2018)
Larry a Speet v. Sintel Inc
Michigan Court of Appeals, 2017
Mitch Goree v. United Parcel Service, Inc.
490 S.W.3d 413 (Court of Appeals of Tennessee, 2015)
Melissa Calvert v. John Gleason
Michigan Court of Appeals, 2015
Bruce Whitman v. City of Burton
Michigan Court of Appeals, 2015
Whitman v. City of Burton
850 N.W.2d 621 (Michigan Court of Appeals, 2014)
Charles Farley v. Country Coach Incorporated
403 F. App'x 973 (Sixth Circuit, 2010)
Safiedine v. City of Ferndale
753 N.W.2d 260 (Michigan Court of Appeals, 2008)
Farley v. COUNTRY COACH, INC.
550 F. Supp. 2d 689 (E.D. Michigan, 2008)
Nizami v. Pfizer, Inc.
107 F. Supp. 2d 791 (E.D. Michigan, 2000)
King v. HealthRider, Inc.
16 F. Supp. 2d 780 (E.D. Michigan, 1998)
CASTELLER v. Pepsi-Cola Metropolitan Bottling Co.
24 F. Supp. 2d 782 (E.D. Michigan, 1998)
Smith v. Union Charter Township
575 N.W.2d 290 (Michigan Court of Appeals, 1998)
Meagher v. Wayne State University
565 N.W.2d 401 (Michigan Court of Appeals, 1997)
Lawrence v. Syms Corp.
969 F. Supp. 1014 (E.D. Michigan, 1997)
Pikora v. Blue Cross & Blue Shield of Michigan
970 F. Supp. 591 (E.D. Michigan, 1997)