Merritt v. Dillard Paper Company

120 F.3d 1181, 1997 U.S. App. LEXIS 22843, 71 Empl. Prac. Dec. (CCH) 44,977, 74 Fair Empl. Prac. Cas. (BNA) 1511, 1997 WL 471358
CourtCourt of Appeals for the Eleventh Circuit
DecidedAugust 29, 1997
Docket96-6247
StatusPublished
Cited by348 cases

This text of 120 F.3d 1181 (Merritt v. Dillard Paper Company) is published on Counsel Stack Legal Research, covering Court of Appeals for the Eleventh Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Merritt v. Dillard Paper Company, 120 F.3d 1181, 1997 U.S. App. LEXIS 22843, 71 Empl. Prac. Dec. (CCH) 44,977, 74 Fair Empl. Prac. Cas. (BNA) 1511, 1997 WL 471358 (11th Cir. 1997).

Opinion

CARNES, Circuit Judge:

Congress enacted as part of Title VII an anti-retaliation provision that prohibits an employer from taking action against an employee, “because he has ... participated in any manner” in another employee’s Title VII proceeding. 42 U.S.C. § 2000e-3(a). At least as we are required to view them at this stage, the facts are that another employee filed a Title VII lawsuit against the employer alleging sexual harassment, and the plaintiff-employee in the present case was fired because he gave deposition testimony in that other lawsuit which was unfavorable to the employer. Those facts would seem to describe a clear cut violation of the anti-retaliation provision, but there is a twist.

The twist is that the plaintiff-employee in this case who was fired for giving the deposition testimony in the other lawsuit was himself one of the sexual harassers, he was opposed to the position of the Title VII plaintiff in the lawsuit in which he gave the deposition testimony, and he did not testify voluntarily. The district court held that these unusual facts took this case outside the scope of the anti-retaliation provision. Faced with the broad and unequivocal language of that provision, we disagree.

I. FACTS AND PROCEDURAL HISTORY

“In reviewing a grant of summary judgment, we view all the evidence in the light most favorable to the party opposing the motion,” Harris v. H & W Contracting Co., 102 F.3d 516, 518 (11th Cir.1996), in this *1183 case Merritt. The “actual” facts, as nearly as our system of justice can determine them, will be decided at trial. For that reason, “what we state as ‘facts’ in this opinion for purposes of reviewing the ruling[] on the summary judgment motion[ ] may not be the actual facts.” Swint v. City of Wadley, 51 F.3d 988, 992 (11th Cir.1995). “They are, however, the facts for the present purposes, and we set them out below.” Id.

Harry Merritt worked as a sales representative at Dillard Paper Company’s Birmingham office. By all accounts, the atmosphere of the workplace was not entirely professional and sometimes was downright crude. Employees, both male and female, told off-color jokes and made sexually explicit comments. Banter among employees included profanity, sexual propositions, and comments on sexual prowess. Sexually suggestive cartoons and sexually explicit articles circulated around the office. Merritt participated fully in those activities.

Approximately a year and a half after Janet Moore joined Dillard’s Birmingham office as the receptionist, she began complaining to Roland Webb, the vice president and general manager of the Birmingham office, about what she perceived to be sexually harassing activity. Following several complaints from Moore, a meeting of all the men in the office was held in January 1991. Webb told them there had been complaints of sexual harassment in the office and that whoever was involved needed to clean up his act. Despite that warning, Merritt admits to making at least one sexually explicit comment after the meeting.

The month after the January 1991 meeting, Moore filed a charge with the EEOC alleging that she had been subjected to sexual harassment, and she subsequently initiated a Title VII lawsuit claiming hostile environment sexual harassment. Counsel for Dillard took Moore’s deposition in that lawsuit in May 1992. In her deposition, Moore testified that five men — Webb, Merritt, and three other salesmen — engaged in a variety of sexually harassing activity, including telling off-color jokes, liberal use of profanity, sexual propositions, and inappropriate and unauthorized touching.

The five alleged harassers also were deposed. No subpoenas were issued to compel their appearance, but Dillard made the men available and told them when and where to show up for their depositions. Merritt’s deposition was taken on June 25, 1992. In it Merritt said he could not remember many of the events Moore was complaining about, and he flatly denied that others had occurred. However, Merritt admitted under oath some of the sexually harassing conduct of which Moore complained. He also described Moore as a willing participant in the office’s bawdy atmosphere and expressed the opinion that her lawsuit was unfounded.

In January 1993, shortly before trial, Dillard and Moore reached a settlement. After the settlement, Dillard’s president, Geoffry Clark, turned his attention to disciplining the five alleged harassers. In order to determine who to discipline and what discipline to impose, Clark read the deposition summaries of all the witnesses in the Moore case (with the exception of Moore’s physicians). Clark did not conduct or rely upon any independent investigation of alleged harassment in the Birmingham office, nor did he talk to any of the employees in that office.

Clark decided that the five alleged harassers deserved different levels of discipline. Merritt was terminated. Webb, who had recently been transferred to a Dillard office in North Carolina, was also terminated. One of the other salesmen was suspended for two weeks without pay and was denied an annual salary increase. The other two salesmen received reprimands.

Merritt was terminated on February 11, 1993, when Clark came to Dillard’s Birmingham office to inform the four alleged harassers remaining there of his decisions. Clark met with Merritt and explained to Merritt that he was personally embarrassed over the case, and said that if the case had gone to trial, “we would have lost Dillard Paper Company.” According to Merritt, Clark further stated: ‘Tour deposition was the most damning to Dillard’s case, and you no longer have a place here at Dillard Paper Company.”

Following his termination, Merritt filed a charge with the EEOC, alleging that Dillard *1184 had retaliated against him because of the deposition testimony he gave in Moore’s case. After receiving his right-to-sue letter, Merritt initiated this lawsuit alleging violation of 42 U.S.C. § 2000e-3(a), the anti-retaliation provision of Title VII.

The district court granted summary judgment for Dillard based upon its holding that Title VII’s anti-retaliation provision does not protect those who participate in another’s case involuntarily and without any intent or desire to assist, as Merritt did in Moore’s lawsuit. Alternatively, the court held that even if Merritt’s participation in the deposition was protected activity, Dillard was nonetheless entitled to summary judgment. The court reasoned that there was no direct evidence of retaliatory motive, and that any prima facie ease of retaliation had been met by Dillard’s articulated non-retaliatory motive — firing a sexual harasser — which, the court thought, Merritt had failed to rebut. Merritt appealed.

II. STANDARD OF REVIEW

We review a grant of summary judgment de novo, using the same legal standard as the district court. See, e.g., Mayfield v. Patterson Pump Co., 101 F.3d 1371, 1374 (11th Cir.1996) (citation omitted).

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Bluebook (online)
120 F.3d 1181, 1997 U.S. App. LEXIS 22843, 71 Empl. Prac. Dec. (CCH) 44,977, 74 Fair Empl. Prac. Cas. (BNA) 1511, 1997 WL 471358, Counsel Stack Legal Research, https://law.counselstack.com/opinion/merritt-v-dillard-paper-company-ca11-1997.