Rogers v. DGE Investments CA1/5

CourtCalifornia Court of Appeal
DecidedJuly 5, 2023
DocketA165420
StatusUnpublished

This text of Rogers v. DGE Investments CA1/5 (Rogers v. DGE Investments CA1/5) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Rogers v. DGE Investments CA1/5, (Cal. Ct. App. 2023).

Opinion

Filed 7/5/23 Rogers v. DGE Investments CA1/5 NOT TO BE PUBLISHED IN OFFICIAL REPORTS California Rules of Court, rule 8.1115(a), prohibits courts and parties from citing or relying on opinions not certified for publication or ordered published, except as specified by rule 8.1115(b). This opinion has not been certified for publication or ordered published for purposes of rule 8.1115.

IN THE COURT OF APPEAL OF THE STATE OF CALIFORNIA

FIRST APPELLATE DISTRICT

DIVISION FIVE

MICHELLE K. ROGERS, Plaintiff and Appellant, A165420 v. DGE INVESTMENTS, LLC, (Napa County Super. Ct. No. 19CV001610) Defendant and Respondent.

Plaintiff and appellant Michelle K. Rogers (appellant) appeals from the trial court’s grant of summary judgment in favor of defendant and respondent DGE Investments, LLC (respondent) in this employment action. Appellant contends respondent retaliated against her for reporting that an employee she supervised was harassing female coworkers and physically abusing horses in respondent’s trail riding business. Appellant has not shown the trial court erred in concluding appellant failed to show there is a triable issue of fact as to whether respondent’s reasons for the alleged adverse employment action were pretextual, and we affirm the grant of summary judgment. PROCEDURAL BACKGROUND In March 2020, appellant filed a First Amended Complaint (Complaint) against respondent, alleging nine causes of action for age discrimination,

1 retaliation in violation of both the Fair Employment and Housing Act (FEHA) and public policy, failure to prevent harassment, wrongful demotion, three wrongful termination claims, and a Labor Code discrimination claim. In September 2021, respondent filed a motion for summary judgment. The trial court granted the motion in March 2022 and entered judgment in favor of respondent in April. The present appeal followed. FACTUAL BACKGROUND1 Respondent operates a winery, trail riding, and horse boarding business in Napa, California. In March 2017, respondent hired appellant to manage the trail riding and horse boarding businesses. She managed seven employees in the trail barn; her direct supervisor was Alice Alkosser, one of respondent’s owners. In a declaration submitted in support of respondent’s motion for summary judgment, Ms. Alkosser averred that problems with appellant’s job performance “began to surface” during “the second-half of 2018.” Ms. Alkosser learned that appellant had “frequent conflict” with a trail guide, Tristan Borge, who had been hired in April 2017. He approached Ms. Alkosser to complain about appellant in “mid to late 2018,” but Ms. Alkosser told him he “needed to work things out with” appellant “unless he intended to make a formal complaint about her.” According to Ms. Alkosser’s declaration, in September 2018, appellant terminated another trail guide, Whitney Milby, “without any advance warning” to any of respondent’s managing officers “and without following proper termination procedures.” On September 12, following the

1We summarize the factual background only as necessary to resolve the present appeal.

2 termination, Ms. Alkosser received an email from Ms. Milby, which was included in support of respondent’s motion for summary judgment. In the email, Ms. Milby expressed concerns about the health of various horses, about her understanding that the horses were not sufficiently examined prior to purchase, and about safety risks to guests and guides due to those issues. Ms. Milby also complained that appellant “often brings her personal life to work with her which makes the atmosphere of the barn miserable.” Finally, Ms. Milby complained that appellant “does not respect her subordinate[s’] confidentiality.” Ms. Alkosser averred she spoke to appellant and “told her she did not have the authority to terminate employees without going through the proper steps, including getting authorization to terminate the employee. . . .” On September 14, 2018, two days after receiving Ms. Milby’s email, Ms. Alkosser received an email from appellant, which also was included in support of respondent’s motion for summary judgment. Appellant wrote, “With your permission, I would like to implement a change in the barn to keep drama away, quench gossiping, install better safety protocols, maintain better cleanliness and basic horse husbandry practices.” She acknowledged a previous “lack of supervision” but claimed she “had become more assertive this last month and I’m sure [the employees] have not enjoyed my check ins with micro management. My perfectionist style and zero tolerance for unsafe practices, sloppy Horseman ship [sic], unsafe Horsemenship [sic], lazy behavior, and complaining has not won me manager of the year.” She also acknowledged, “I agree that I have in times been a part of the gossiping, the talking out of line, the occasional wrong way of addressing an issue that was taken wrong or out of context. I will from here on out, not be their friend, but [their] supervisor who will demand great guest experiences, excellent safety

3 measures and zero drama tolerance. . . . I will act professional and manager worthy, enough to hopefully make you proud and respect me once again.” The email ended with suggested policy changes to address “drama” (“no gossiping”), safety, and cleanliness. Ms. Alkosser averred that, after receiving the email, she “met with [appellant] and had a long coaching session with her to discuss the importance of maintaining a professional relationship with her subordinates and keeping personal matters out of the workplace.” Ms. Alkosser also averred that on September 23, 2018, she “learned that the family who had purchased a horse, [Jester], from [respondent] was very upset about [appellant’s] conduct prior to sale.”2 The letter from the purchaser was included in support of respondent’s motion for summary judgment. The letter alleged that appellant had concealed information from the buyer about Jester’s medical condition (a back injury that may have caused seizures) and that two of respondent’s former employees had alleged that appellant had kicked Jester. The letter requested a refund of 75% of the purchase price for the horse, and respondent agreed to “refund a portion” of the sales price. On October 15, 2018, Ms. Alkosser received an email from appellant “complaining about interpersonal issues in the trail barn, among other things.” The email was included in support of respondent’s motion for summary judgment. In the email, appellant first updated Ms. Alkosser on medical issues involving several horses. She then said that another

2 Ms. Alkosser’s declaration refers to the horse as “Jasper,” but the purchaser refers to “Jester.” Ms. Milby’s prior email also made reference to the “neurological problems” of a horse named “Jester.” She wrote, “We were told he had a seizure which would be a very dangerous animal for a client to ride. Some of the guides felt unsafe and refused to ride him.”

4 “wrangler,” Karen Shaw, was upset with Mr. Borge because it “makes her uncomfortable when he starts to gossip and complain.” Specifically, the email referenced Mr. Borge’s complaint about medication given to a horse. Appellant also asserted in the email that Mr. Borge had “jerked” a horse’s “bridal” [sic] and was “miss treating” [sic] another horse. Appellant’s email commented, “[h]e has a very rough hand but has gotten much better when he’s around me because he knows I won’t tolerate it.” The email continued, reporting that Ms. Shaw said she “may not be able to work with [Mr. Borge] because she feels that he is extremely toxic;” that he “fat shamed Allison on a regular basis, he did the same with Desiree” (presumably other employees); and that “as a coworker he is extremely difficult and is a bully.” The email ended, “maybe you have some ideas on how to approach this with [Mr. Borge].” In her declaration, Ms.

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Bluebook (online)
Rogers v. DGE Investments CA1/5, Counsel Stack Legal Research, https://law.counselstack.com/opinion/rogers-v-dge-investments-ca15-calctapp-2023.