Montgomery v. SEARS ROEBUCK & CO.

720 F. Supp. 2d 738, 2010 U.S. Dist. LEXIS 60164, 2010 WL 2541164
CourtDistrict Court, W.D. Louisiana
DecidedJune 17, 2010
DocketCivil Action 09-0584
StatusPublished
Cited by2 cases

This text of 720 F. Supp. 2d 738 (Montgomery v. SEARS ROEBUCK & CO.) is published on Counsel Stack Legal Research, covering District Court, W.D. Louisiana primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Montgomery v. SEARS ROEBUCK & CO., 720 F. Supp. 2d 738, 2010 U.S. Dist. LEXIS 60164, 2010 WL 2541164 (W.D. La. 2010).

Opinion

RULING

ROBERT G. JAMES, District Judge.

Pending before the Court is a Motion for Summary Judgment [Doc. No. 21] filed by Defendants Sears Roebuck & Co. (“Sears”) and Anthony Gewin (“Gewin”) against Plaintiff Sufernia Montgomery (“Montgomery”). For the following reasons, the Motion for Summary Judgment is GRANTED. However, Montgomery is granted leave to amend her Complaint to include a retaliation claim, which remains pending for trial.

I. FACTUAL AND PROCEDURAL BACKGROUND

Montgomery, a black female, was employed with Sears in Monroe, Louisiana, from July 22, 1975, to December 1, 2009, when she retired. [Doc. No. 21-3, pp. 10-11]. From September 1, 2006, through August 1, 2008, Gewin, a white male, was the Store Coach (i.e., Store Manager) at the Sears in Monroe. [Doc. No. 21-3, p. 12],

When Gewin became Store Coach, Montgomery was a Receiving Associate in the Receiving Department. [Doc. No. 21-3, pp. 14-15]. Shortly after Gewin began, he promoted Billy Clem (“Clem”), Montgomery’s supervisor, from the Receiving Lead position to Operations Coach. [Doc. No. 21-3, pp. 16-17]. On February 25, 2007, Gewin and Clem promoted Montgomery to the Receiving Lead position. Id. In connection with this promotion, Montgomery’s pay rose from $12.26 per hour to $13.00 per hour. Id.

In the Receiving Lead position, Montgomery was responsible for supervising and scheduling Receiving and Return-to-Vendor (RTV) Associates, and ensuring mat these departments ran smoothly. [Doc. No. 21-7]. The Receiving Lead at Sears is also responsible for merchandise pick-up, unloading merchandise from delivery trucks, merchandise staging, outbound shipments, and daily backroom activities. Id. As Receiving Lead, Montgomery reported directly to the Operations Coach. Id.

Clem was Operations Coach through July 2007. [Doc. No. 21-4, p. 34], In August 2007, Clem left, and Mark Blann (“Blann”), who is white, became Operations Coach. [Doc. No. 21-4, p. 35]. The Operations Coach reports to the Store Coach (Gewin), and the Store Coach reports to the District Coach. [Doc. No. 21-8]. During the relevant time period, the *742 District Coach for Monroe was Karen Wheat (“Wheat”). [Doc. No. 21-3, p. 24].

The first reported problems between Montgomery and Gewin occurred in November of 2007. [Doc. No. 21-3, pp. 30-31]. On November 6, 2007, Montgomery called 88SEARS, a hotline for Sears employees, to complain about Gewin’s treatment of her. [Doc. No. 21-3, p. 31]. Montgomery alleges she had never been given negative evaluations of her job performance before, but, beginning in November 2007, she received multiple written disciplinary actions and was encouraged to relinquish her supervisory role.

On November 21, 2007, Gewin issued Montgomery a written Policy Violation for insubordination that allegedly took place during a confrontation they had the previous day about her job performance. [Doc. No. 21-9], Montgomery disputes that she said the statements attributed to her in this Policy Violation. [Doc. No. 21-3, p. 53].

From January 10, 2008, to February 10, 2008, Montgomery took vacation and personal leave, informing only the Human Resources Manager and 88SEARS. [Doc. No. 21-3, pp. 60-68]. On January 24, 2008, Gewin sent Montgomery a letter threatening to terminate her for job abandonment if she did not file a leave request form. [Doc. No. 21-15]. Montgomery filed the form and was allowed to return to work. Id.

On February 19, 2008, Montgomery and five other employees met with Wheat to discuss various problems with Gewin. [Doc. No. 21-3, p. 69; Doc. No. 22].

In mid-April, Gewin approached Montgomery, explained that he did not think she was doing her job as Receiving Lead properly, and offered her a non-leadership position at the same rate of pay. [Doc. No. 21-3, pp. 104-06]. Montgomery declined the position. [Doc. No. 21-3, pp. 106-07],

On April 21, 2008, Blann placed Montgomery on a written Performance Plan for Improvement (PPI). [Doc. No. 21-10]. The PPI gives performance-related reasons for its implementation, but Montgomery disputes all of them. [Doc. No. 21-3, p. 109].

On April 30, 2008, Montgomery filed a charge of discrimination against Sears with the Equal Employment Opportunity Commission (“EEOC”), alleging race discrimination and harassment and retaliation as a result of her complaints to Wheat at the February 19, 2008 meeting. [Doc. No. 25-2, p. 78].

On May 19, 2008, Montgomery called 88SEARS to report that she felt Gewin was retaliating against her because of her EEOC claim because he threatened to refuse to allow her to go on vacation (although he did allow her to go), reduced her work hours, and had her records moved to another location. [Doc. No. 25-2, Montgomery dep., pp. 122-27; Doc. No. 21-3, pp. 21-3, p. 130-33].

On June 4, 2008, Blann issued Montgomery a PPI Written Follow-Up stating that she had not corrected the problems noted in the original PPL [Doc. No. 23-1]. Montgomery disputes the accuracy of the contents of this document. [Doc. No. 21-3, pp. 134-36].

On July 31, Montgomery was issued an unsigned PPI Final Written Follow-Up, which listed further performance failures and noted that there was still no improvement on the problems addressed in the original PPI. [Doc. No. 21-12], Montgomery disputes the accuracy of the contents of this document, as well. [Doc. No. 21-3, pp. 137-38],

Gewin left Sears in Monroe on August 1, 2008, and Blann left shortly afterward. [Doc. No. 21-3, p. 12]. At that time, Montgomery remained in the position of *743 Receiving Lead at the same rate of pay. [Doc. No. 138-40].

Gewin was replaced by Barbara Kelly Bryant, who told Montgomery that she would disregard all of her PPIs and start afresh with her. [Doc. No. 21-3, pp. 12-13]. Montgomery does not allege actionable harassment or retaliation after Gewin and Blann’s departures. [Doc. No. 21-3, p. 11]. Montgomery retired voluntarily on December 1, 2009. [Doc. No. 21-3, pp. 10-11].

On January 9, 2009, the EEOC sent Montgomery a right-to-sue letter. [Doc. No. 21-14]. On April 7, 2009, Montgomery filed a Complaint [Doc. No. 1] against Gewin, Blann, 1 and Sears alleging that, during the time Gewin was her supervisor, he and Blann engaged in discriminatory employment practices against her and created a hostile work environment, in violation of Title VII of the Civil Rights Act of 1964. 42 U.S.C. §§ 2000e, et seq.

On April 9, 2010, Gewin and Sears filed a Motion for Summary Judgment. [Doc. No. 21], On May 4, 2010, Montgomery filed a Memorandum in Opposition to Summary Judgment. [Doc. No. 25]. On May 13, 2010, Gewin and Sears filed a Reply to Montgomery’s Opposition. [Doc. No. 28].

II. LAW AND ANALYSIS

A. Summary Judgment Standard

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720 F. Supp. 2d 738, 2010 U.S. Dist. LEXIS 60164, 2010 WL 2541164, Counsel Stack Legal Research, https://law.counselstack.com/opinion/montgomery-v-sears-roebuck-co-lawd-2010.