Taylor v. Oakbourne Country Club

663 So. 2d 379, 1995 WL 579742
CourtLouisiana Court of Appeal
DecidedOctober 4, 1995
Docket95-388
StatusPublished
Cited by15 cases

This text of 663 So. 2d 379 (Taylor v. Oakbourne Country Club) is published on Counsel Stack Legal Research, covering Louisiana Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Taylor v. Oakbourne Country Club, 663 So. 2d 379, 1995 WL 579742 (La. Ct. App. 1995).

Opinion

663 So.2d 379 (1995)

Aaron TAYLOR, Jr., Plaintiff-Appellant,
v.
OAKBOURNE COUNTRY CLUB and Michael Byrne, Defendants-Appellees.

No. 95-388.

Court of Appeal of Louisiana, Third Circuit.

October 4, 1995.

*380 Akilah Mawusi Ali, for Aaron Taylor Jr.

Ian A. MacDonald, for Oakbourne Country Club, et al.

*381 Before SAUNDERS, SULLIVAN and KNIGHT[*], JJ.

SULLIVAN, Judge.

This is an age discrimination case. Plaintiff, Aaron Taylor, Jr., appeals from a summary judgment rendered in favor of defendants, Oakbourne Country Club and its general manager, Michael Byrne. The trial court granted summary judgment dismissing Taylor's suit on the basis that he failed to establish a prima facie case of age discrimination under the Louisiana Age Discrimination in Employment Act (ADEA), La.R.S. 23:971 et seq. Plaintiff contends that, under the circumstances, summary judgment was improper. For the following reasons, we reverse and remand the case to the trial court.

PROCEDURAL BACKGROUND

Taylor originally pursued this cause of action as a pendent state law claim in a federal district court action in which he sought damages arising from allegedly unlawful race and age discrimination in employment. His claims were brought under the following statutes: 42 U.S.C. §§ 1981, 1982, 1983, 1985, 1986, La.R.S. 23:971 et seq. and La.R.S. 23:1006 et seq. According to Taylor's petition, his claims under 42 U.S.C. §§ 1982, 1983, 1985, 1986 and La.R.S. 23:1006 et seq. were dismissed by the federal district court pursuant to defendants' motion on June 25, 1992. Thereafter, defendants filed a motion for summary judgment in federal court seeking dismissal of Taylor's 42 U.S.C. § 1981 claim; the federal district court rendered summary judgment in favor of defendants on May 3, 1993. By amended judgment dated May 5, 1993, the federal district court ordered Taylor to file his remaining state law claim in state district court within thirty (30) days.

Taylor then filed the present age discrimination action in state court. After the parties exchanged interrogatories and the answers thereto, defendants filed the present motion for summary judgment on August 2, 1994.

FACTS

The following dissertation of facts is derived from the allegations of Taylor's petition, his answers to defendants' interrogatories, the portions of his deposition pertinent to this age discrimination claim, defendants' answer to the petition, and defendants' answers to Taylor's interrogatories. Taylor's deposition was taken on June 23, 1992 during the pendency of Taylor's federal court action.

Taylor began working for Oakbourne in 1958 as a full time bartender. After tending bar for seven (7) or eight (8) years, he was promoted to the position of captain of the wait staff. Four (4) or five (5) years later, he was promoted once again to maitre d'. He held this position for six (6) or seven (7) years until he was promoted to assistant manager of Oakbourne. He served in this position for approximately fourteen (14) years.

As assistant manager, Taylor's duties included the managing of banquets and receptions, employee supervision and hiring and firing. He was also responsible for supervision of the locker room area. However, he stated in his deposition that this task was handled primarily by the head locker room attendant. Taylor was subordinate to and answered to the Oakbourne general manager who had authority over the entire country club.

In October 1990, Oakbourne's general manager, Bob Boyd, resigned. The country club replaced Boyd with defendant Byrne on January 8, 1991. In the interim period, Taylor assumed some of the general manager's duties in addition to his assistant manager duties.

The parties presented differing accounts of the nature of and grounds for Taylor's separation from employment with Oakbourne. The circumstances surrounding the departure are also disputed.

Taylor's Version

Taylor alleged that, at some time during February 1991, approximately six (6) weeks *382 after Byrne took over as general manager, Byrne called him into his office and informed him that he made "a lot of money." Taylor stated that Byrne told him that he would either be demoted or terminated from his employment. At the time, Taylor was earning $39,000.00 per year. Additionally, Oakbourne contributed $2,000.00 per year to his Individual Retirement Account (IRA). Taylor claimed to have left this meeting without commenting or asking Byrne for reasons for his demotion or dismissal.

Approximately one week later, Byrne called Taylor into his office again and offered him the job of running the bar and grill at a salary of $700.00 every two weeks. He was not told why he was being demoted. In response, Taylor informed Byrne that he was incapable of performing the job offered because of medical problems involving poor circulation in his legs. He asserted that the chronic circulation problem was caused by his long work hours at Oakbourne over the thirty-three (33) years of his employment.

Taylor decided against accepting the bartender position, but he requested that the Oakbourne board of directors delay its action until he reached the age for which he qualified for social security early retirement. In response, Byrne informed Taylor that the Oakbourne board of directors was working on a retirement or severance plan for him. Taylor then changed his offer and asked Byrne for a severance package of one year's salary and for Oakbourne's IRA contributions to continue until he reached age 62.

According to Taylor, the board of directors rejected his severance proposal. Instead, he was given three (3) months severance pay on February 20, 1991. This was his last day of work.

On the date of cessation of his employment with Oakbourne, Taylor was 55 years old. He alleged that Oakbourne hired Kim Tyler, age 35, to replace him.

Taylor filed answers to defendants' interrogatories on September 17, 1993. In his responses, Taylor asserted that three persons—former Oakbourne general manager Bob Boyd, Lillie Clark, and W.O. Toce— were aware of Oakbourne's alleged acts of discrimination against him. He also stated that, in bringing this action, he sought back pay and benefits retroactive to February 20, 1991. He declined to produce documentary evidence of the alleged discrimination because he "has not had an adequate opportunity to conduct his discovery which would include certain documents in the possession of the defendant." He requested his right to reserve his response to this request for production.

Defendants' Version

In their answer, Oakbourne and Byrne generally denied the allegations of Taylor's petition. Defendants specifically denied that Taylor was terminated from his employment or that he was discriminated against on any unlawful basis. An "Employee Separation Notice," which was signed by Byrne on February 20, 1991, is included in the record. It indicates that Taylor voluntarily left his employment with Oakbourne.

Defendants filed this motion for summary judgment on the basis that, accepting Taylor's testimony as true, a rational trier of fact would not find in his favor. Taylor opposed the motion for summary judgment and filed a memorandum to that effect on October 24, 1994.

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Bluebook (online)
663 So. 2d 379, 1995 WL 579742, Counsel Stack Legal Research, https://law.counselstack.com/opinion/taylor-v-oakbourne-country-club-lactapp-1995.