McNeel v. Citation Oil & Gas Corp.

526 S.W.3d 750, 2017 WL 2959822, 2017 Tex. App. LEXIS 6307
CourtCourt of Appeals of Texas
DecidedJuly 11, 2017
DocketNO. 14-16-00180-CV
StatusPublished
Cited by13 cases

This text of 526 S.W.3d 750 (McNeel v. Citation Oil & Gas Corp.) is published on Counsel Stack Legal Research, covering Court of Appeals of Texas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
McNeel v. Citation Oil & Gas Corp., 526 S.W.3d 750, 2017 WL 2959822, 2017 Tex. App. LEXIS 6307 (Tex. Ct. App. 2017).

Opinions

OPINIOÑ

Kevin Jewell, Justice

In this sex discrimination and retaliation suit under the Texas Commission on Human Rights Act (“TCHRA”)', appellant Susette McNeel claims her former employer terminated her employment because she is a woman and because she engaged in protected conduct by reporting allegedly discriminatory actions by her direct supervisor. The employer moved for summary judgment, which the trial court granted. We affirm the trial court’s judgment, concluding that McNeel presented no evidence to support either her sex discrimination or retaliation claims.

Background

McNeel is a certified public accountant who worked for appellee Citation Oil and Gas Corporation in the company’s tax department, from November 2005 until March 2012. McNeel began as a senior tax accountant and was promoted to supervisor. She was responsible for ensuring that Citation complied with applicable state and local tax law and secured appropriate tax credits. She consistently received favorable performance reviews.

McNeel’s tax department supervisor was Tom Patrick. McNeel twice complained to Citation about Patrick. During her first report to Patrick’s supervisor, Christopher Phelps, in 2011,1 McNeel complained that Patrick made negative comments about female employees’ weight ' (though- not McNeel’s weight), yelled, slammed his phone, and “coughed excessively.”

McNeel’s second complaint stemmed from Patrick’s alleged comment that he would “kill himself’ ,if employees made errors in their work. In response to his comment, several employees allegedly expressed concern to McNeel, who then reported Patrick’s comment to Nancy Ang-lin, Citation’s vice president of human resources, in January 2012.

During McNeel’s tenure at the company, Citation distributed a Corporate Compliance Policy Statement and Code of Conduct (“Code of Conduct”), which, among other things, prohibited conflicts of interest and required employees to disclose any business or financial interest or relationship that might interfere with the employee’s ability to pursue Citation’s best interests. Citation also distributed to employees an employee handbook, which, among other things, prohibited misusing . Citation’s confidential information. McNeel received the Code of Conduct and the employee handbook. Pursuant to the Code of Conduct, if employees had questions, they were .to ask Citation’s Chief Compliance Officer to explain or clarify any guideline.

■ While employed by Citation, McNeel formed an oil and gas tax consulting business, S.M. McNeel, CPA, PLLC, which operated under the trade name Enhanced Operating Recovery (“EOR”). EOR had one client, C&J Exploration, an oil and gas company that operated in Wagoner County, Oklahoma. More broadly, however, EOR marketed itself as a company that “specialized in reducing Sales, Use and Severance Tax liability for oil and gas producers,” which would include Citation and Citation’s competitors. (Emphasis added). McNeel did not disclose her side busi[755]*755ness to Citation. EOR’s website portrayed as work performed by EOR at least one “case study” that McNeel admits was a tax-refund project that McNeel had worked on while employed at Citation.

In March 2012, Citation’s revenue supervisor was reviewing other companies’ tax applications as examples of how to complete the application. During her review, •the revenue supervisor discovered that McNeel had signed a tax application on. behalf of C&J Exploration, and the revenue supervisor notified her supervisor, who then notified Patrick. Patrick testified that he visited the revenue supervisor’s office, where he viewed the tax application and EOR’s website, which included the non-attributed “case study” of Citation’s prior tax project. Roughly one week later, Citation fired McNeel for violating the company’s Code of Conduct; Specifically, as set forth in Citation’s response to McNeel’s interrogatories, Patrick and Phelps. made the decision to terminate McNeel’s employment because they concluded McNeel “engaged in a business marketed to [Citation’s] competitors, failed to disclose this conflict of interest, misappropriated [Citation’s] business information, and exhibited .poor judgment in connection with these activities.” In a meeting with Patrick and Anglin, Patrick told McNeel she was being terminated for having a business that constituted a conflict of interest.

McNeel .. sued Citation under the TCHRA, claiming age discrimination, sex discrimination, and retaliation.2 McNeel alleged that, while she was employed at Citation, Patrick “displayed abusive behavior toward her and other women” and “made rude .and sexist comments to them and about them to [McNeel] and to other employees.” McNeel claimed she was treated less favorably in the terms and conditions of her employment because of her gender and her age. She also alleged that Citation terminated her employment in retaliation for McNeel’s complaints about Patrick’s “unlawful and discriminatory conduct directed against her and other females.” McNeel subsequently abandoned her age discrimination claim.

Citation moved for summary judgment on McNeel’s claims, asserting, among other things, that (1) as to McNeel’s sex discrimination claim, there is no evidence McNeel was treated less favorably than similarly situated men; (2) as to McNeel’s retaliation claim, there is no evidence that McNeel engaged in a protected activity or McNeel. did not engage in a protected activity as a matter of law; (3) as to McNeel’s retaliation claim, there is no causal connection between McNeel’s complaints about Patrick’s conduct and Citation’s decision to terminate McNeel’s eih-ployment; and (4) as to both of McNeel’s claims, there is no evidence that Citation’s reason for terminating McNeel’s employment was pretextual. The trial court granted Citation’s motion without specifying the grounds on which it ruled.

McNeel now appeals the summary judgment, claiming, in a single issue, that genuine issues of material fact precluded summary judgment on both claims.

Standard of Review

, We review a trial court’s grant of summary judgment de novo. Valence Operating Co. v. Dorsett, 164 S.W.3d 656, 661 [756]*756(Tex. 2005). In reviewing the trial court’s summary judgment, “we apply the familiar standard of review appropriate for each type of summary judgment, taking as true all evidence favorable to the nonmovant, and indulging every reasonable inference and resolving any doubts in the nonmov-ant’s favor.” Dias v. Goodman Mfg. Co., L.P., 214 S.W.3d 672, 675-76 (Tex. App.— Houston [14th Dist.] 2007, pet. denied). In reviewing a no-evidence summary judgment, we ascertain whether the nonmovant pointed out summary judgment evidence raising a genuine issue of fact as to the essential elements attacked in the no-evidence motion. Johnson v. Brewer & Pritchard, P.C., 73 S.W.3d 193, 206-08 (Tex. 2002). In our de novo review of a trial court’s summary judgment, we consider all the evidence in the light most favorable to the nonmovant, crediting evidence favorable to the nonmovant if reasonable jurors could, and disregarding contrary evidence unless reasonable jurors could not. Mack Trucks, Inc. v. Tamez, 206 S.W.3d 572, 582 (Tex. 2006).

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526 S.W.3d 750, 2017 WL 2959822, 2017 Tex. App. LEXIS 6307, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mcneel-v-citation-oil-gas-corp-texapp-2017.