Wayne R. Metz v. Transit Mix, Inc.

828 F.2d 1202, 1987 U.S. App. LEXIS 11867, 44 Empl. Prac. Dec. (CCH) 37,458, 44 Fair Empl. Prac. Cas. (BNA) 1339
CourtCourt of Appeals for the Seventh Circuit
DecidedAugust 28, 1987
Docket86-2261
StatusPublished
Cited by92 cases

This text of 828 F.2d 1202 (Wayne R. Metz v. Transit Mix, Inc.) is published on Counsel Stack Legal Research, covering Court of Appeals for the Seventh Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

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Wayne R. Metz v. Transit Mix, Inc., 828 F.2d 1202, 1987 U.S. App. LEXIS 11867, 44 Empl. Prac. Dec. (CCH) 37,458, 44 Fair Empl. Prac. Cas. (BNA) 1339 (7th Cir. 1987).

Opinions

CUDAHY, Circuit Judge.

The plaintiff Wayne Metz, age fifty-four, was discharged by his employer, defendant Transit Mix, Inc., after twenty-seven years of employment with the company. He alleges that he was fired in violation of the Age Discrimination in Employment Act (“ADEA”), 29 U.S.C.A. §§ 621-634 (West 1985 & Supp.1987). Following a bench trial, the district court entered judgment for Transit Mix, 646 F.Supp. 286 (N.D.Ind. 1986). For the reasons that follow, we reverse.

I.

Transit Mix is in the business of selling concrete to construction contractors. Metz worked for Transit Mix as manager of its plant in Knox, Indiana, a satellite of Transit Mix’s principal office and larger plant in Plymouth, Indiana. During the three years prior to Metz’s discharge, Transit Mix experienced financial problems which the district court attributed to the decline in the local construction business. In November 1983, Will Lawrence, the president of Transit Mix, notified Metz that due to Transit Mix’s poor sales, the Knox plant would be closed for the winter starting in December and Metz would be laid off. At that time, Lawrence had not decided whether he would close the Knox facility permanently or only for the winter.

In February 1984, Lawrence sent the assistant manager of the Plymouth plant, Donald Burzloff, to Knox to inspect the plant and make any necessary repairs. Burzloff obtained permission to take orders from the plant’s regular customers while he was there. Burzloff later requested that he be allowed to manage the Knox facility. Lawrence approved this request and in April 1984 discharged Metz.

At the time of his layoff in December 1983, Metz had an annual salary of $26,000, or about $15.75 an hour. He was among the highest paid of Transit Mix employees and, having worked for Transit Mix for twenty-seven years, was the second most senior employee there.1 Metz’s relatively high salary was a direct result of his many years of employment by Transit Mix; Lawrence testified at trial that Metz was given a raise each year, including years when Transit Mix was losing money.2 Burzloff [1204]*1204was forty-three and had worked for Transit Mix for seventeen years when he replaced the fifty-four-year-old Metz as manager. Burzloff’s salary as manager was about $8.05 an hour.

II.

The ADEA prohibits employers from discriminating against employees on the basis of age. 29 U.S.C. § 623(a).3 Its objective in part is to promote employment of older workers on the basis of their abilities rather than their age. 29 U.S.C. § 621. The statute does not, however, prevent an employer from terminating an older worker based on reasonable factors other than age. 29 U.S.C. § 623(f)(1). When, as in the present case, a plaintiff is proceeding on a disparate treatment analysis, the plaintiff may recover only if the defendant in discharging the plaintiff was motivated by a discriminatory animus; that is, the plaintiff may recover only if his or her age was a determining factor in the employer’s decision.4

Proving intentional discrimination is often difficult, so a plaintiff may do so by presenting either direct or indirect evidence of discrimination. Graefenhain v. Pabst Brewing Co., 827 F.2d 13, 17 (7th Cir.1987); Bechold v. IGW Sys., Inc., 817 F.2d 1282, 1284 (7th Cir.1987); LaMontagne v. American Convenience Prods., Inc., 750 F.2d 1405, 1409 (7th Cir.1984). In order to permit recovery for an ADEA claim through indirect means, this circuit has adopted a variation of the burden-shifting analysis set forth by the Supreme Court in the Title VII context for establishing a prima facie case of employment discrimination. See McDonnell Douglas Corp. v. Green, 411 U.S. 792, 93 S.Ct. 1817, 36 L.Ed.2d 668 (1973). As applied to an ADEA claim, this analysis requires that a plaintiff show that he or she: 1) belongs to the protected class (age forty or older); 2) was qualified for his or her position; 3) was terminated; and 4) was replaced by a younger person. After the plaintiff has established a prima facie case, the defendant employer then has the burden of presenting evidence that the plaintiff’s discharge was a result of “some legitimate, nondiscriminatory reason.” If the defendant meets this burden of production, the burden shifts to the plaintiff to prove that the reasons proffered by the employer for the discharge were merely a pretext for discrimination. Id. at 802-05, 93 S.Ct. at 1824-25; Graefenhain, 827 F.2d at 17-18; Bechold, 817 F.2d at 1284; LaMontagne, 750 F.2d at 1409. Throughout the trial, the burden remains with the plaintiff to prove there was discrimination, rather than with the employer to prove the absence of discrimination. LaMontagne, 750 F.2d at 1409.

The district court found that Metz had established a prima facie case of age discrimination. The court further found that a determining factor in Transit Mix’s decision to replace Metz with Burzloff was a desire to save the higher cost of Metz’s salary and that this factor “bore a relationship to Mr. Metz’s age.” 646 F.Supp. at [1205]*1205293.5 The court held, however, that this was not age discrimination in violation of the ADEA because it was based on an assessment of the cost of employing an individual employee, namely, Metz, rather than an impermissible assessment of the costs of employing Transit Mix’s older employees as a group. The sole issue on appeal is whether the salary savings that can be realized by replacing a single employee in the ADEA age-protected range with a younger, lower-salaried employee constitutes a permissible, nondiscriminatory justification for the replacement.

III.

Congress enacted the ADEA in response to the problems that the older worker faces in the job market, including the obstacles that the long-term employee encounters when he or she is suddenly without work. See generally Report of Secretary of Labor to Congress, The Older American Worker: Age Discrimination in Employment 11-17 (1965), reprinted in EEOC, Legislative History of the Age Discrimination in Employment Act, 16, 28-34 (1981). These difficulties have been attributed in large part to the worker’s development of firm-specific skills not easily transferable to a different job setting. National Commission for Employment Policy, 9th Annual Report, Rep. No. 17, Older Workers: Prospects, Problems and Policies 4 (1985). Therefore, while the older employee’s higher salary reflects the value of improved skills and the increased productivity that results, it is also indicative of one of the very problems the ADEA was intended to address: the likelihood that the employee will be less employable in other settings.6

The ADEA has consistently been interpreted by the administrative agencies charged with its enforcement and the courts to prohibit an employer from replacing higher paid employees with lower paid employees in order to save money.

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828 F.2d 1202, 1987 U.S. App. LEXIS 11867, 44 Empl. Prac. Dec. (CCH) 37,458, 44 Fair Empl. Prac. Cas. (BNA) 1339, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wayne-r-metz-v-transit-mix-inc-ca7-1987.