Owens v. Bethlehem Mines Corp.

108 F.R.D. 207, 39 Fair Empl. Prac. Cas. (BNA) 782, 1985 U.S. Dist. LEXIS 13678
CourtDistrict Court, S.D. West Virginia
DecidedNovember 21, 1985
DocketCiv. A. Nos. 83-2411, 84-2336
StatusPublished
Cited by7 cases

This text of 108 F.R.D. 207 (Owens v. Bethlehem Mines Corp.) is published on Counsel Stack Legal Research, covering District Court, S.D. West Virginia primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Owens v. Bethlehem Mines Corp., 108 F.R.D. 207, 39 Fair Empl. Prac. Cas. (BNA) 782, 1985 U.S. Dist. LEXIS 13678 (S.D.W. Va. 1985).

Opinion

MEMORANDUM OPINION AND ORDER

HADEN, Chief Judge.

These two cases come before the Court on a motion to consolidate. Of the two, only the Owens case was originally assigned to this Court. Because Owens predates Carrico,1 however, the decision on whether to consolidate has been deferred to this Court. A somewhat related motion — a motion to certify a class — is pending in Owens. Both motions, albeit in different contexts, offer a common theme: expansion of the litigation. Hence, where pertinent, the Court has considered the arguments and information provided on one motion in examining the other. Finding the broader and more significant motion to certify a class to possess merit, the Court will devote greater attention to it.

I. Background

A. Owens.

Phyllis Owens filed her Age Discrimination in Employment Act (ADEA) lawsuit on August 25, 1983. There have been numerous delays and continuances; although the case has been set for trial twice, there is currently no scheduled trial date. Aside from the motions to consolidate and certify a class, a motion to compel discovery is pending before the Court. The motion to compel hinges upon the scope which litigation is to take. All the motions are vigorously opposed by the Defendant.

Owens was employed by Bethlehem Mines Corporation at its Kayford-BooneNicholas Division in Charleston, West Virginia. She began work in the accounting department of that Division on December 28, 1966. On October 31, 1982, at the age of 48, she was discharged2 from employ[209]*209ment as a result of a reduction in force conducted by Bethlehem throughout its West Virginia operations. Bethlehem operated two geographically distinct divisions in West Virginia. Circa 1982, the company decided to consolidate the two divisions, Kayford-Boone-Nicholas (Charleston) and Marion-Barbour (Bridgeport) into one, new division: the West Virginia Division, headquartered in Charleston. This reorganization, made necessary by financial setbacks, was accompanied by the reduction in force. Owens claims that this reduction in force was applied discriminatorily to her, she being the oldest employee in the accounting department.

B. Carrico.

The picture presented by Plaintiff Carrico is similar to that of Owens. He worked as a field engineer at Bethlehem’s “Mine 21” in Summers County, West Virginia. The mine was under the control of the old Kayford-Boone-Nicholas Division. He began work there in 1967 and was discharged during the reduction in force in October of 1982. He too claims that he was discharged from his job because of his age, 55.

Carrico filed suit on August 23, 1984. Although a formal motion to certify has not been filed in his case, Carrico brought his complaint “on behalf of himself and all other employees similarly situated who wish to join this action.”

II. Discussion

A. Class Certification.

The authority for the class action sought by Plaintiff Owens can be found in 29 U.S.C. § 626(b).3 That section of the Age Discrimination in Employment Act, by reference, adopts as an enforcement mechanism the class action provided under the Fair Labor Standards Act, as codified in 29 U.S.C. § 216(b). In pertinent part, that section provides as follows:

“An action to recover the liability prescribed in either of the preceeding sentences may be maintained against any employer ... in any federal or state court of competent jurisdiction by any one or more employees for and in behalf of himself or themselves and other employees similarly situated. No employee u shall be a party plaintiff to any such action unless he gives his consent in writing to become such a party and such consent is filed in the court in which such action is brought.”

A fundamental difference between this class action and the more common class action under Rule 23 is readily apparent. Whereas a Rule 23 class action carries the requirement that class members who do not wish to be bound must “opt out,”4 a Section 216 class action requires the converse; members of the putative class wishing to have the benefit of the litigation must “opt in.” If a member does not choose to “opt in,” he is not bound by the result and may bring a separate lawsuit.

Partly because of the above difference, the courts have come to agree that the discrete requirements of Rule 23 class action are not applicable to a Section 216(b) action.5 The actions have been termed as [210]*210“mutually exclusive and irreconcilable.” LaChapelle, 513 F.2d at 289. Consequently, one district court has held that the “requirements of Fed.R.Civ.Proc. 23, specifically the showing that common questions of law or fact predominate (Rule 23(b)(3)) or the showing that injunctive relief for the whole class is appropriate (Rule 23(b)(2)), are irrelevant.” Locascio, 74 F.R.D. at 111. Hence, in determining whether Owens may proceed by class action, the Court looks to the language of Section 216(b).

In contrast to Rule 23, Section 216(b) is not very detailed in its guidelines for permissible class actions. It merely states that a plaintiff can prosecute an action on behalf of himself “and other employees similarly situated.” Hence, this Court’s initial inquiry is whether there are other employees similarly situated to Owens. In its argument in opposition to the motion to consolidate, Bethlehem marshalls facts designed to show that Owens is not similarly situated to Carrico or, by implication, to other discharged workers.

The two former divisions of Bethlehem in West Virginia, as is the new division, were composed of six departments: accounting, industrial relations, safety, engineering, maintenance and preparation. Owens worked in the accounting department and Carrico worked in the engineering department. Bethlehem represents that the management structure of these six departments was peculiar in that the accounting department, although nominally part of the six-department division, reported directly to the accounting department at corporate headquarters in Bethlehem, Pennsylvania. Hence, in many important respects, Bethlehem contends, the accounting department did not fall under the control and direction of the division manager. Bethlehem has submitted the affidavits of Alex Slaman and Theodore Brisky to support its position. Slaman, supervisor of the West Virginia division’s industrial relations department, verifies the organizational structure of Bethlehem’s West Virginia operations. Brisky, manager of the West Virginia division, states that he did not have the control over the accounting department that he had over the other departments.

Owens has countered Bethlehem’s position by arguing that a pattern and practice of age discrimination transcends any difference in departments and that Owens, Carrico and other older employees were affected by a company-wide policy of discrimination.

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Bluebook (online)
108 F.R.D. 207, 39 Fair Empl. Prac. Cas. (BNA) 782, 1985 U.S. Dist. LEXIS 13678, Counsel Stack Legal Research, https://law.counselstack.com/opinion/owens-v-bethlehem-mines-corp-wvsd-1985.