McClaren v. Morrison Management Specialists, Inc.

420 F.3d 457, 2005 U.S. App. LEXIS 16565, 96 Fair Empl. Prac. Cas. (BNA) 549, 2005 WL 1864272
CourtCourt of Appeals for the Fifth Circuit
DecidedAugust 8, 2005
Docket04-50563
StatusPublished
Cited by43 cases

This text of 420 F.3d 457 (McClaren v. Morrison Management Specialists, Inc.) 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
McClaren v. Morrison Management Specialists, Inc., 420 F.3d 457, 2005 U.S. App. LEXIS 16565, 96 Fair Empl. Prac. Cas. (BNA) 549, 2005 WL 1864272 (5th Cir. 2005).

Opinion

DeMOSS, Circuit Judge:

Plaintiff-Appellant Haven McClaren filed suit against Defendant-Appellee Morrison Management Specialists, Inc. (“Morrison”), alleging that Morrison failed to hire him for a newly created position after Morrison eliminated McClaren’s original position with the company, in violation of the Texas Commission on Human Rights Act (“TCHRA”), Tex. Lab.Code AnN. § 21.051. After a jury awarded McClaren compensatory and punitive damages on his age discrimination claim, Morrison filed a Rule 50 motion for judgment as a matter of law. The district court denied Morrison’s motion and entered judgment on the verdict. Morrison subsequently reurged its Rule 50 motion, which the district court granted. The district court found that McClaren was judicially estopped from establishing a prima facie case of age discrimination because of inconsistent statements he made in an effort to obtain disability benefits. The district court entered judgment for Morrison, and McClaren timely appealed. For the reasons discussed below, we affirm.

BACKGROUND AND PROCEDURAL HISTORY

McClaren was hired on April 11, 1988, by Tenet Health Care System Medical, *459 Inc. (“Tenet”) to manage the food services unit of a hospital in El Paso, Texas. McClaren worked in that capacity at Sierra Medical Center (“Sierra”) until 1992, when he was promoted to Director of Food and Nutrition. As Director, McClaren’s duties included supervision of employees, designation of the menu, and management of the financial aspects of the food services unit.

Throughout his career, including prior to his arrival at Sierra, McClaren suffered from back and other health problems. In 1996, while at Sierra, he slipped, fell, and sustained a serious back injury requiring two surgeries. McClaren subsequently filed a worker’s compensation claim against Tenet. Tenet and McClaren settled the claim, with Tenet agreeing to pay for McClaren’s medical treatment and pain medication. McClaren continued to receive medical treatment related to the injury from his slip and fall through 2000, and during this time his doctor continued to file reports with the Texas Workers’ Compensation Committee. 1

In February 2000, Tenet agreed that Morrison would assume responsibility for food services at three Tenet-affiliated hospitals in the El Paso area, including Sierra. Per this agreement, Morrison retained all of Tenet’s hospital employees for at least 90 days. On May 10, 2000, McClaren learned that his position would be eliminated by Morrison as of June 12, 2000. Morrison explains that this restructuring of management was due to its desire to place all three El Paso area hospitals under one Director of Food and Nutrition, rather than staffing a Director at each location. A new position of Assistant Director, with a lower salary, was created that approximated McClaren’s position at Sierra. According to Morrison, it planned to create a new management structure: two Assistant Director positions at the two smaller hospitals (including Sierra) that would report to the Director residing at the largest area hospital. McClaren applied for the new Assistant Director position at Sierra and interviewed for the position on May 31, 2000. He was told a decision would be made before June 12, 2000. At the time he applied and was considered, McClaren was 63 years old. Morrison did not hire McClaren as the Assistant Director, but instead hired Martin King, a man who had been employed by Tenet and who previously reported to McClaren. King was, at the time, 47 years old.

McClaren learned of Morrison’s decision to hire King through another employee without the knowledge of Morrison management. King also confirmed his new employment directly with McClaren, unbeknownst to Morrison. After learning of Morrison’s decision, but without communicating with Morrison, McClaren visited his doctor, Dr. Wehrle, on June 6, 2000. There, the doctor explained that McClaren’s back injuries and pain presented him with two treatment options: an additional series of steroid injections or back surgery. McClaren complained to Dr. Wehrle that on that day he suffered from “intractable” back pain, and the doctor’s notes reflect persistent “significant” back pain since November 9, 1999. At that same visit on June 6, McClaren opted for *460 surgery and asked for a referral to a surgeon.

On June 7, 2000, MeClaren filed a request for leave from Morrison under the Family Medical Leave Act. The request for leave form asked for McClaren’s date of anticipated return to work, to which MeClaren answered, “N/A.” On June 8, 2000, MeClaren packed his personal belongings at work and left voicemail messages for his supervisors explaining his decision to take sick leave. On June 14, 2000, MeClaren filed for retirement benefits from the Social Security Administration (“SSA”). Two days later, Morrison mailed MeClaren a termination letter explaining that it had not hired him as Assistant Director and notifying him that his last day of employment with Morrison was June 8, 2000, but that he would be paid through June 23, 2000.

In September 2000, MeClaren filed discrimination charges with the Texas Human Rights Commission and the Equal Employment Opportunity Commission (“EEOC”), alleging that Morrison discriminated against him on the basis of age and disability, in violation of the Age Discrimination in Employment Act (“ADEA”) and the Americans with Disabilities Act (“ADA”), when Morrison terminated his position and failed to hire him for the Assistant Director position at Sierra.

In February 2001, MeClaren filed for disability benefits with the SSA, and he received those benefits until he turned 65, at which time he began to receive retirement benefits. 2 MeClaren described his disability as: diabetes, high blood pressure, hypothyroidism, atherosclerotic heart disease, rheumatoid arthritis, degenerative arthritis, and back fusion (at “L 4-5”). He also stated that those conditions caused him to make job-related changes, including “modified job, reasonable accommodations, and special parking.” MeClaren claimed to the SSA he stopped working based on Dr. Wehrle’s diagnosis that MeClaren was “unable to work while taking pain medications, muscle relaxers,” and because “Employer Morrison changed job restrictions.”

The EEOC issued a right to sue letter, and MeClaren filed multiple claims against Morrison in Texas state court. McClaren’s original petition stated only a claim of age discrimination against Morrison. 3 Upon removal to federal court on the basis of diversity jurisdiction, Morrison filed a motion for summary judgment that was subsequently denied. The case proceeded to trial before a jury, which ultimately awarded MeClaren damages. After reducing the jury’s award, the district court entered final judgment. Morrison moved for judgment as a matter of law under Federal Rule of Civil Procedure 50(b), arguing that MeClaren was judicially es- *461 topped from establishing a prima facie case of age discrimination in light of his statements to the SSA regarding his eligibility for disability benefits.

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

Related

Long v. City of Llano
Fifth Circuit, 2025
Brownfield v. McDonough
S.D. Mississippi, 2023
Cash v. Walgreen Co.
N.D. Mississippi, 2020
Wad v. Amazon Systems, Inc.
E.D. Kentucky, 2020
Zastrow v. Houston Auto M. Imports Greenway, Ltd.
695 F. App'x 774 (Fifth Circuit, 2017)
Tex. Dep't of Aging & Disability Servs. v. Lagunas
546 S.W.3d 239 (Court of Appeals of Texas, 2017)
Darla Lackey v. Lone Star College System
Court of Appeals of Texas, 2016
Sharon Cline v. Jefferson Parish
622 F. App'x 423 (Fifth Circuit, 2015)
King v. Stevenson Beer Distributing Co.
11 F. Supp. 3d 772 (S.D. Texas, 2014)
Isotalo v. Kelly Services, Inc.
945 F. Supp. 2d 825 (E.D. Michigan, 2013)
Richard Miller v. Raytheon Company
716 F.3d 138 (Fifth Circuit, 2013)
McDaniel v. Integracare Holdings, Inc.
901 F. Supp. 2d 863 (N.D. Texas, 2012)
Peterson v. Bell Helicopter Textron, Inc.
901 F. Supp. 2d 846 (N.D. Texas, 2012)
Ellini v. Ameriprise Financial, Inc.
881 F. Supp. 2d 813 (S.D. Texas, 2012)

Cite This Page — Counsel Stack

Bluebook (online)
420 F.3d 457, 2005 U.S. App. LEXIS 16565, 96 Fair Empl. Prac. Cas. (BNA) 549, 2005 WL 1864272, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mcclaren-v-morrison-management-specialists-inc-ca5-2005.