Shackelford v. Deloitte & Touche, LLP

190 F.3d 398, 1999 U.S. App. LEXIS 24384, 81 Fair Empl. Prac. Cas. (BNA) 39, 76 Empl. Prac. Dec. (CCH) 46,050, 1999 WL 728105
CourtCourt of Appeals for the Fifth Circuit
DecidedOctober 4, 1999
Docket98-11138
StatusPublished
Cited by487 cases

This text of 190 F.3d 398 (Shackelford v. Deloitte & Touche, LLP) is published on Counsel Stack Legal Research, covering Court of Appeals for the Fifth Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Shackelford v. Deloitte & Touche, LLP, 190 F.3d 398, 1999 U.S. App. LEXIS 24384, 81 Fair Empl. Prac. Cas. (BNA) 39, 76 Empl. Prac. Dec. (CCH) 46,050, 1999 WL 728105 (5th Cir. 1999).

Opinion

REYNALDO G. GARZA, Circuit Judge:

Johnnie Shackelford filed suit against her former employer, Deloitte & Touche, L.L.P. (“D&T”). Shackelford’s suit alleges that D&T discriminated and retaliated against her in violation of Title VII of the Civil Rights Act of 1964, as well as other federal and Texas state laws. The district court granted a motion for summary judgment in favor of D&T on all of Shackel-ford’s claims. For the reasons that follow, we affirm in part, reverse in part, and remand for further proceedings consistent with this opinion.

I. FACTUAL AND PROCEDURAL BACKGROUND

The factual allegations in this case are quite detailed and are best laid out in chronological order. Shackelford, a black female, was employed by D&T as a tax processor from July 1, 1991 until her termination on October 13, 1995. Her duties included preparing tax returns, attaching filing instructions, ensuring that all necessary documents were sent to the client, and occasionally performing filing duties in a back-up capacity.

■ Shackelford’s immediate supervisor was Caroline Korioth, the administrative su *402 pervisor and secretary to one of the tax partners at D&T. Korioth reported to Robert Chapman, the partner-in-charge of the tax department.

In January of 1994, a position as Chapman’s secretary became open. Korioth was to be the supervisor for this position. According to Shackelford, Korioth told her that she would “probably be better off’ remaining as a tax processor as the new position would not allow her to work as much overtime. Shackelford alleges that Korioth’s comments discouraged her from applying for the new position, which was instead filled by a white woman who has since frequently worked overtime.

In April of 1995, Shackelford received the “Employee of the Month Award.” Up through this time, all reviews of her work had been primarily positive. On May 11, 1995, a potential class action suit, alleging company-wide race discrimination, was filed in district court against D&T. 1 A joint statement was prepared in connection with that lawsuit and was ordered to be read to all potential class members. Shackelford, who was the only potential class member in Chapman’s department, maintains that both Chapman and Korioth were aware of the suit during Shackel-ford’s employment.

On August 24, 1995, Culver Wilson, the Human Resources director at D&T, had Shackelford read the joint statement and allegedly asked her whether she had experienced discrimination at D&T. Shackel-ford replied that she had, including mistreatment by Korioth. Shackelford claims that she then requested a meeting with Chapman and Wilson to discuss this alleged discrimination.

The next day, Shackelford received two negative performance evaluations. One evaluation, which was prepared by Chapman and dated July 18, 1995, found that Shackelford was “below requirements” in the areas of her ability to work with others, demeanor and flexibility. The other evaluation, which was prepared by Korioth and dated July 18,1995, stated that Shack-elford was below requirements in resolving interpersonal disputes, discussing and meeting deadlines, and handling stress. Korioth and Shackelford disagree as to whether Shackelford was made aware of these criticisms before the evaluations were issued. Prior to reviewing the evaluations with Shackelford, Korioth added an addendum, dated August 25, indicating that Shackelford’s performance had improved since July.

Shackelford claims that Korioth’s criticisms regarding her interpersonal skills arose from Shackelford’s having come to Korioth with her problems concerning Lisa Stevens, a white co-worker. Shackelford maintains that Stevens did not receive low scores, even though she complained to Ko-rioth about Shackelford.

At this point Shackelford had not yet joined the class action suit but she did contact the class counsel more than once between August 24, 1995 and her termination. D&T personnel, who were not involved in the decision to terminate Shack-elford, warned her that participation in the lawsuit could mean losing her job.

On August 28, 1995, Shackelford requested training on new computer software used for filing because, on occasion as a back-up duty, she could be required to assist in that task. This request was denied. Korioth trained Lisa Stevens, a white file clerk and back-up tax processor, on the new system.

On September 15, 1995, Shackelford again requested a meeting with Wilson and Chapman to discuss her relationship with Korioth. Wilson replied that he would be out of the office for up to ten days and that Shackelford could wait for his return or meet with Korioth alone. Wilson maintains that he heard nothing further from Shackelford about such a meeting.

On October 6, 1995, Shackelford was included on a list of potential witnesses in *403 the class action lawsuit. On October 12, 1995, at around six p.m., Shackelford removed several returns from the in/out box. D&T alleges that Shackelford had been advised to leave surplus returns so that other staff could work on them. Late that evening, Korioth asked Shackelford if she needed assistance in finishing the returns because penalties would accrue if they missed the October 15 deadline. Shackel-ford declined, claiming that the work was “ninety percent done.” In fact, the work was timely completed. In reaction to this incident, Korioth criticized Shackelford for not being a “team player,” to which Shack-elford responded that there was not time to be one. Additionally, Korioth maintains that Shackelford faced similar difficulties regarding meeting deadlines in September of 1995 and had been counseled about the need to avoid such problems. In contrast, Shackelford maintains that she asked for help on October 12, did not receive it in a timely fashion, and subsequently refused help after it was too late.

At some time on October 12, Shackel-ford contacted Wilson to set up a meeting with him and Chapman. It is unclear whether this contact occurred before or after the incident with Korioth. Korioth claims that she told Wilson about this incident on the morning of October 13. According to D&T, it made the decision to terminate Shackelford that morning. However, Shackelford asserts that during her lunch break on that same day, Korioth overheard Shackelford speaking on the phone with a class counsel representative. Shackelford was terminated that afternoon and replaced with a Hispanic employee. After terminating Shackelford, Chapman sent a voice mail to all the tax department’s professionals, which stated that Ko-rioth had invested a “considerable amount of time in assisting Johnnie [Shackelford] to ... overcome her belief that she was being discriminated against.”

On January 13, 1997, Shackelford filed this lawsuit against D&T, alleging violations of Title VII of the Civil Rights Act of 1964, 42 U.S.C. § 2000e et seq.; 42 U.S.C. § 1981; and the Texas Commission on Human Rights Act, Tex.Labor.Code § 21.001 et seq. (“TCHRA”).

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Lashawnda Brown v. Wal-Mart Stores East, L.P., et
969 F.3d 571 (Fifth Circuit, 2020)
Mary Harville v. City of Houston, Mississippi
945 F.3d 870 (Fifth Circuit, 2019)
Rebecca Musser v. Paul Quinn College
944 F.3d 557 (Fifth Circuit, 2019)
Debbie Kopszywa v. Home Depot USA, Incorporated
620 F. App'x 275 (Fifth Circuit, 2015)
Nicole Burton v. Freescale Semiconductor, Inc., et
798 F.3d 222 (Fifth Circuit, 2015)
Mary Stennett v. Tupelo Public School District
619 F. App'x 310 (Fifth Circuit, 2015)
Christie Lawson v. Parker Hannifin Corporation
614 F. App'x 725 (Fifth Circuit, 2015)
Khalfani v. Balfour Beatty Communities, L.L.C.
595 F. App'x 363 (Fifth Circuit, 2014)
Prentis Wilson v. Exxon Mobil Corporation
575 F. App'x 309 (Fifth Circuit, 2014)
Amy Gorman v. Verizon Wireless Texas, L.L.C., et a
753 F.3d 165 (Fifth Circuit, 2014)
Lewis v. Jefferson Parish Hospital Service District No. 2
562 F. App'x 209 (Fifth Circuit, 2014)
Virginia Munoz v. Seton Healthcare, Incorporated
557 F. App'x 314 (Fifth Circuit, 2014)

Cite This Page — Counsel Stack

Bluebook (online)
190 F.3d 398, 1999 U.S. App. LEXIS 24384, 81 Fair Empl. Prac. Cas. (BNA) 39, 76 Empl. Prac. Dec. (CCH) 46,050, 1999 WL 728105, Counsel Stack Legal Research, https://law.counselstack.com/opinion/shackelford-v-deloitte-touche-llp-ca5-1999.