O'NEILL v. Sears, Roebuck and Co.

108 F. Supp. 2d 433, 2000 WL 1137375
CourtDistrict Court, E.D. Pennsylvania
DecidedJuly 28, 2000
DocketCiv.A. 97-3767
StatusPublished

This text of 108 F. Supp. 2d 433 (O'NEILL v. Sears, Roebuck and Co.) is published on Counsel Stack Legal Research, covering District Court, E.D. Pennsylvania primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
O'NEILL v. Sears, Roebuck and Co., 108 F. Supp. 2d 433, 2000 WL 1137375 (E.D. Pa. 2000).

Opinion

MEMORANDUM AND ORDER

HART, United States Magistrate Judge.

On January 25, 2000, after a five day trial, the jury returned a verdict for the plaintiff in this age discrimination suit and awarded the plaintiff $519,068 in damages. 1 Presently before the court is the defendant’s Motion for Judgment as a Matter of Law or in the Alternative New Trial or in the Alternative Remittitur. For the reasons that follow, the defendant’s motion will be Denied.

I. Facts

The plaintiff worked as a technician for Sears, repairing appliances in customers’ homes, for 22 years before his termination in 1996. Throughout the trial, Sears contended that Mr. O’Neill was terminated for falsifying time records regarding the customer service stops he made on his route in North Philadelphia and the time he completed his work on March 7, 1996. The plaintiff presented testimony that it was customary that technicians working in the North Philadelphia area would forego their breaks and lunch and complete the required paperwork after leaving the “sensitive” area in order to minimize risks to the technicians and equipment. (N.T. 1/19/2000, vol. 1, 63-64; 1/19/2000, vol. 2, 92-93; 1/20/2000, 209-211). The plaintiff brought this suit claiming that age played a determinative role in his termination, based on statements made to him at the time of his discharge. In addition Mr. O’Neill presented evidence that two younger, less-experienced technicians, who had handled their work in North Philadelphia in a similar manner, were retained.

*435 II. Mixed Motives Charge

The defendant claims that the evidence presented at trial was insufficient to warrant a mixed motives charge. Where the plaintiff possesses direct evidence of discrimination, he may pursue a “mixed motives” theory of recovery. See Price Waterhouse v. Hopkins, 490 U.S. 228, 258, 109 S.Ct. 1775, 104 L.Ed.2d 268 (1989).

Prior to trial, Sears argued that Mr. O’Neill was not entitled to proceed under a mixed motives analysis. However, relying on Mr. O’Neill’s deposition testimony, the court denied the defendant’s motion. In his deposition, Mr. O’Neill recounted a conversion with George Finlayson, his district manager, in which Mr. Finlayson stated, “you’re 55 [years of age] and [have] 20 [years of service], so we’re terminating you.” (O’Neill Deposition, at 58-60). In this court’s opinion, we found such a statement akin to other “quintessential” examples of direct evidence of discrimination, warranting a mixed motives charge. O’Neill v. Sears, No. 97-3767, Memorandum and Order, 1/10/2000, at 6.

Although Mr. O’Neill’s recitation of the conversation was not quite as damning at trial, we again conclude that the testimony, if believed by the jury, was sufficient to qualify as direct evidence of discrimination, warranting a Price Waterhouse charge. At trial, Mr. O’Neill testified that at a March 18 meeting, Mr. Finlayson asked him “are you 55 and 20 or are you ready to retire?” (N.T. 1/19/2000, 14). In addition, the jury heard testimony from the plaintiff recounting a March 25, 1996, telephone call he received from Mr. Fin-layson, during which Mr. Finlayson asked Mr. O’Neill if he was 55 years old and if he had 20 years of service with Sears. (N.T. 1/19/2000, 16-17). When Mr. O’Neill responded affirmatively, he testified that Mr. Finlayson then said, ‘Well, we decided to terminate you.” (N.T. 1/19/2000, vol.l, 17, 84). Although Mr. Finlayson did not remember the telephone conversation, he did remember asking Mr. O’Neill if he was old enough to retire at the March 18 meeting. (N.T. 1/19/2000 — vol.2, 39).

The Third Circuit has held that direct evidence required for a Price Waterhouse charge is “conduct or statements by persons involved in the decisionmaking process that may be viewed as directly reflecting a discriminatory attitude.” Hankins v. City of Philadelphia, 189 F.3d 353, 364 (3d Cir.1999) (citing Starceski v. Westinghouse Elec. Corp., 54 F.3d 1089, 1090 (3d Cir. 1995)). According to Mr. O’Neill, the only conversation had between him and Mr. Finlayson, during the telephone call when Mr. O’Neill was informed of his termination, involved his age and years of service. Moreover, Mr. Finlayson’s announcement of Sears’ decision to terminate plaintiff was made immediately after Mr. O’Neill answered “yes” to Mr. Finlayson’s questions about plaintiffs age and years of service. To require a grammatical connector such as “well, in the case” to precede Mr. Finlayson’s statement would be like writing the word “horse” under a picture of a horse. Thus, if his testimony was believed, Mr. O’Neill was given no other reason for his termination at that time other than a combination of his years of service and his age. Mr. Finlayson’s statements “may be viewed as directly reflecting a discriminatory attitude.”

In instructing the jury, the court left the ultimate determination to the fact-finders.

I instruct you that a statement made to the plaintiff by a person with decision-making authority can constitute the necessary direct evidence of age discrimination; however, it will be up to you to decide exactly what Mr. Finlayson said to Mr. O’Neill, whether such statements were motivating factors in Sears’ decision and what role Mr. Finlayson played in Sears [sic] decision to terminate the plaintiff.

(N.T. 1/24/2000, 98).

Sears argues that Mr. Finlayson’s questions regarding Mr. O’Neill’s age and years of service were for the purpose of determining Mr. O’Neill’s pension eligibili *436 ty. Such a termination, Sears contends, does not violate the ADEA. “A termination resulting from an age correlated factor is not a termination because of age.” Armbruster v. Unisys Corporation, 32 F.3d 768, 780 (3d Cir.1994) (citing Hazen Paper Co. v. Biggins, 507 U.S. 604, 610, 113 S.Ct. 1701, 123 L.Ed.2d 338 (1993)).

The Supreme Court’s decision in Hazen Paper is inapposite. In Hazen Paper, the employee was terminated just prior to vesting in the pension plan and the Court found that termination to prevent such vesting, while violative of ERISA, did not violate the ADEA. “[A] decision by the company to fire an older employee solely because he has nine-plus years of service and therefore is ‘close to vesting’ would not constitute discriminatory treatment on the basis of age.” Hazen Paper, at 604, 113 S.Ct. 1701. Additionally, vesting in the Hazen Paper pension plan had no age component, requiring only ten years’ of service. “Because age and years of service are analytically distinct, an employer can take account of one while ignoring the other, and thus it is incorrect to say that a decision based on years of service is necessarily ‘age based.’ ” Id.

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Related

Price Waterhouse v. Hopkins
490 U.S. 228 (Supreme Court, 1989)
Hazen Paper Co. v. Biggins
507 U.S. 604 (Supreme Court, 1993)
Armbruster v. Unisys Corp.
32 F.3d 768 (Third Circuit, 1994)
Reeves v. Sanderson Plumbing Products, Inc.
530 U.S. 133 (Supreme Court, 2000)
Montgomery v. Bazaz-Sehgal
742 A.2d 1125 (Superior Court of Pennsylvania, 1999)
Becker v. ARCO Chemical Co.
15 F. Supp. 2d 600 (E.D. Pennsylvania, 1998)
Bannar v. Miller
701 A.2d 242 (Superior Court of Pennsylvania, 1997)

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Bluebook (online)
108 F. Supp. 2d 433, 2000 WL 1137375, Counsel Stack Legal Research, https://law.counselstack.com/opinion/oneill-v-sears-roebuck-and-co-paed-2000.