Judith Gentry v. East West Partners Club
Filing
PUBLISHED AUTHORED OPINION filed. Originating case number: 1:13-cv-00108-MOC-DLH. [999767973]. [14-2382]
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PUBLISHED
UNITED STATES COURT OF APPEALS
FOR THE FOURTH CIRCUIT
No. 14-2382
JUDITH GENTRY,
Plaintiff - Appellant,
v.
EAST WEST PARTNERS CLUB MANAGEMENT COMPANY, INC.; JAY
MANNER, individually; MAGGIE VALLEY RESORT MANAGEMENT, LLC,
Defendants - Appellees.
Appeal from the United States District Court for the Western
District of North Carolina, at Asheville. Max O. Cogburn, Jr.,
District Judge. (1:13-cv-00108-MOC-DLH)
Argued:
December 10, 2015
Decided:
March 4, 2016
Before AGEE, FLOYD, and THACKER, Circuit Judges.
Affirmed by published opinion.
Judge Floyd wrote the opinion,
in which Judge Agee and Judge Thacker joined.
ARGUED: Glen Coile Shults, Jr., LAW OFFICE OF GLEN C. SHULTS,
Asheville, North Carolina, for Appellant.
Matthew J. Gilley,
FORD HARRISON, LLP, Spartanburg, South Carolina; Jonathan
Woodward Yarbrough, CONSTANGY, BROOKS, SMITH & PROPHETE, LLP,
Asheville, North Carolina, for Appellees.
ON BRIEF: Jule
Seibels Northup, NORTHUP MCCONNELL & SIZEMORE, PLLC, Asheville,
North Carolina, for Appellant.
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FLOYD, Circuit Judge:
After
her
employment
was
terminated,
Appellant
Judith
Gentry sued her former employers for disability discrimination
under the Americans with Disabilities Act (ADA) and for other
violations of state and federal law.
A jury found in favor of
Gentry on certain state law claims, for which it awarded her
$20,000 in damages, and in favor of the employers on all other
claims.
On appeal, Gentry challenges the district court’s jury
instructions under the ADA and the damages award.
Because we
find no reversible error, we affirm the district court.
I.
The following facts were adduced at trial.
Prior to her
termination, Gentry was an executive housekeeper at the Maggie
Valley Club and Resort (the Club), supervising a staff of eight
to ten housekeepers at an annual salary of $39,381.
The Club is
owned by Appellee Maggie Valley Resort Management, LCC (Maggie
Valley).
West
In September 2008, Maggie Valley hired Appellee East
Partners
Club
Management
Company,
Inc.
(East
West)
to
operate the Club, and in October 2008, East West hired Appellee
Jay Manner as the Club’s general manager.
In July 2007, Gentry fell at work, injuring her left foot
and
ankle.
She
filed
for
workers’
compensation
benefits.
Throughout the next year, Gentry received treatment from Dr.
2
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Peter
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Mangone,
October 2008.
who
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performed
surgery
on
Gentry’s
ankle
in
Gentry returned to work in January 2009 with no
restrictions,
though
she
difficulty walking.
continued
to
experience
pain
and
In January 2010, Dr. Mangone determined
that, under North Carolina’s workers’ compensation guidelines,
Gentry had a 30 percent permanent physical impairment to her
ankle.
He noted that she could perform her full job duties but
might require additional surgery in the future.
Soon thereafter, the Club’s insurance carrier offered to
settle Gentry’s workers’ compensation claim.
Gentry declined,
expressing concern that she might be terminated if she accepted,
and
instead
pursued
mediation.
In
October
2010,
insurance
adjuster Brenda Smith called Manner to discuss Gentry’s claim.
The accounts of that conversation vary.
Manner
expressed
surprise
at
Gentry’s
According to Smith,
concerns
about
being
terminated and described her as a “great worker” who did “a
great job.”
was
J.A. 183.
struggling
particular
Manner,
He further indicated that while the Club
financially
individuals
however,
had
generally
and
been
considering
identified
denied
making
layoffs,
for
no
termination.
these
statements.
According to Manner, Smith stated that the insurance company
felt extorted by Gentry and that it was only a matter of time
before
Gentry
denied
making
filed
these
another
claim
statements.
3
against
Manner
the
Club.
then
called
Smith
the
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principals
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of
Maggie
Valley
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and
East
West
and
relayed
his
version of the conversation with Smith.
Manner and Gentry met to discuss the upcoming mediation of
her workers’ compensation claim.
Gentry testified that Manner
summoned her to his office and sternly interrogated her about
her claim.
Manner, however, testified that Gentry voluntarily
approached him to discuss her claim and the ongoing problems
with her foot, and that the meeting was not hostile.
Gentry’s
workers’ compensation claim was ultimately settled at mediation
in November 2010.
In
December
Appellees,
the
2010,
Gentry
termination
was
was
terminated.
part
designed to cut the Club’s costs.
of
a
According
restructuring
to
plan
Appellees presented evidence
that the Club had been losing money since its inception and was
particularly hard hit during the recession, operating at a net
loss of approximately $2 million in both 2008 and 2009.
spring
and
summer
of
2010,
Appellees
developed
a
In the
plan
to
eliminate certain managerial positions, including Gentry’s, and
consolidate their responsibilities among fewer managers.
The
plan was put into effect in December, when Gentry and two other
department heads were terminated and eight other employees were
either terminated or had their hours reduced.
Further layoffs
occurred
of
the
housekeeping
following
department
year.
had
At
only
4
the
three
time
full-time
trial,
the
equivalent
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employees
and
the
new
performed
the
duties
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housekeeping
previously
director,
performed
by
Richard
Gentry
Smith,
and
two
other employees while continuing to perform some of his prior
maintenance duties.
According to Appellees, the restructuring
improved the Club’s financial condition and helped reduce its
losses to approximately $1.5 million in 2011 and $1 million in
2012.
Appellees
maintained
that
Gentry’s
position
was
eliminated solely to reduce costs.
Gentry, however, testified that after her termination, she
met with Maggie Valley executive Ray Hobby, who informed her
that Manner had admitted to terminating Gentry because of the
“issues with [her] ankle” and because she “could be a liability
to the club.”
J.A. 137.
Gentry also presented the testimony of
Equal Employment Opportunity Commission (EEOC) investigator John
Brigman, who had interviewed Hobby while investigating Gentry’s
EEOC charge.
According to Brigman, Hobby confirmed that Manner
had told him that Gentry was “let go due to her disability and
her liability to the club.”
J.A. 861.
Hobby denied making
these statements and further denied that Manner had made any
such statements to him.
Gentry also presented evidence to undercut Appellees’ costsaving
rationale,
including
evidence
indicating
that
Richard
Smith, who had assumed Gentry’s responsibilities, performed only
minimal maintenance duties and that his pay eventually increased
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to be only $4,000 to $5,000 less than Gentry’s.
Gentry also
established that there was no memorialization of the spring and
summer 2010 meetings at which the restructuring plan, including
her termination, was allegedly discussed.
Additionally, Maggie
Valley executive Purser McLeod testified that he only learned of
Gentry’s impending termination in the fall of 2010, when Manner
called to inform him of Gentry’s workers’ compensation claim.
No one contended that Gentry was terminated for reasons related
to her work performance; no one at Maggie Valley or East West
had ever criticized or complained about her performance, and
Hobby described her as an “outstanding” employee who “did an
excellent job.”
J.A. 209.
Gentry sued Maggie Valley and East West for (1) disability
discrimination under the ADA and North Carolina common law; (2)
sex discrimination under Title VII and North Carolina common
law; and (3) retaliation against Gentry for pursuing a workers’
compensation claim, in violation of North Carolina common law.
She also sued East West and Manner for tortiously interfering
with
her
employment
contract
with
Maggie
Valley.
After
a
weeklong trial, the jury found East West liable for workers’
compensation retaliation and awarded Gentry $10,000.
also
found
interfering
East
with
West
and
Gentry’s
Manner
employment,
liable
for
and
awarded
damages of $5,000 each against East West and Manner.
6
The jury
tortiously
separate
The jury
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found in favor of Appellees on all other claims.
After the
district court entered judgment, Gentry moved for a new trial,
which the district court denied.
On
appeal,
Gentry
This appeal followed.
argues
that
the
district
court
incorrectly instructed the jury on the causation standard for
disability discrimination claims under the ADA and on the ADA’s
definitions of disability.
court
erred
in
refusing
She further argues that the district
to
admit
evidence
liability insurance and indemnification.
of
Appellees’
Finally, she contends
that she is entitled to a new trial on damages for the claims on
which she prevailed.
Each contention is discussed in turn.
II.
We
review
discretion,
discretion
challenges
bearing
in
in
framing
to
mind
its
jury
instructions
that
“a
trial
instructions
to
for
court
a
abuse
has
jury.”
of
broad
Volvo
Trademark Holding Aktiebolaget v. Clark Mach. Co., 510 F.3d 474,
484 (4th Cir. 2007).
“Instructions will be considered adequate
if construed as a whole, and in light of the whole record, they
adequately informed the jury of the controlling legal principles
without misleading or confusing the jury to the prejudice of the
[objecting] party.”
Bunn v. Oldendorff Carriers GmbH & Co. KG,
723 F.3d 454, 468 (4th Cir. 2013) (quotation omitted).
“We
review de novo whether the district court’s instructions to the
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jury were correct statements of law.”
Emergency One, Inc. v.
Am. FireEagle, Ltd., 228 F.3d 531, 538 (4th Cir. 2000).
“Even
if a jury was erroneously instructed, however, we will not set
aside
a
resulting
verdict
unless
the
erroneous
instruction
seriously prejudiced the challenging party’s case.”
Bunn, 723
F.3d at 468 (emphasis in original) (quotation omitted).
III.
Title
I
of
the
ADA
prohibits
employers
from
“discriminat[ing] against a qualified individual on the basis of
disability
in
regard
to
.
discharge of employees.”
.
.
the
hiring,
advancement,
42 U.S.C. § 12112(a).
or
The district
court instructed the jury that Gentry had to demonstrate that
her
disability
Gentry
argues
was
that
the
this
“but-for”
was
in
cause
error,
of
as
her
the
termination.
court
should
instead have adopted Title VII’s “motivating factor” causation
standard.
Title
VII
prohibits
employers
from
“discriminat[ing]
against any individual . . . because of such individual’s race,
color, religion, sex, or national origin.”
2(a).
42 U.S.C. § 2000e-
The Civil Rights Act of 1991 (1991 Act) amended Title VII
to provide that “an unlawful employment practice is established
when
the
complaining
party
demonstrates
that
race,
color,
religion, sex, or national origin was a motivating factor for
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any
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employment
practice,
motivated the practice.”
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even
though
other
factors
42 U.S.C. § 2000e–2(m).
also
The 1991 Act
further provided that if a plaintiff proved a violation under
§ 2000e-2(m) but the defendant demonstrated that it “would have
taken
the
same
action
in
the
absence
of
the
impermissible
motivating factor,” a court may grant the plaintiff declaratory
relief,
attorney’s
fees
and
costs,
and
certain
injunctive
relief, but may not award monetary damages or reinstatement.
See id. § 2000e–5(g)(2)(B). 1
In
(2009),
Gross
the
v.
FBL
Supreme
Financial
Court
Services,
considered
Inc.,
whether
557
U.S.
Title
167
VII’s
“motivating factor” standard applied to claims brought under the
Age
Discrimination
in
Employment
Act
(ADEA),
which
prohibits
employers from “discriminat[ing] against any individual . . .
1
The “motivating factor” standard originated with Price
Waterhouse v. Hopkins, 490 U.S. 228 (1989), where “a plurality
of the Court and two Justices concurring in the judgment
determined that once a ‘plaintiff in a Title VII case proves
that [the plaintiff’s membership in a protected class] played a
motivating part in an employment decision, the defendant may
avoid a finding of liability only by proving by a preponderance
of the evidence that it would have made the same decision even
if it had not taken [that factor] into account.’” Gross v. FBL
Fin. Servs., Inc., 557 U.S. 167, 173-74 (2009) (alterations in
original)(quoting Price Waterhouse, 490 U.S. at 258). The 1991
Act partly codified and partly rejected the Price Waterhouse
framework, and “there is no reason to think that the different
balance articulated by Price Waterhouse somehow survived that
legislation’s passage.” Univ. of Tex. Sw. Med. Ctr. v. Nassar,
——U.S.——, 133 S. Ct. 2517, 2526, 2534 (2013).
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because of such individual’s age.”
29 U.S.C. § 623(a)(1).
The
Court held that it did not, explaining:
Unlike Title VII, the ADEA’s text does not provide
that a plaintiff may establish discrimination by
showing that age was simply a motivating factor.
Moreover, Congress neglected to add such a provision
to the ADEA when it amended Title VII to add §§ 2000e–
2(m)
and
2000e–5(g)(2)(B),
even
though
it
contemporaneously amended the ADEA in several ways.
We cannot ignore Congress’ decision to amend
Title VII’s relevant provisions but not make similar
changes to the ADEA. When Congress amends one
statutory provision but not another, it is presumed to
have acted intentionally.
Gross,
557
U.S.
at
174
(citation
omitted).
Examining
the
language of the ADEA, the Court concluded that discrimination
“because
of”
age
meant
employer decided to act.”
that
“age
was
Id. at 176.
the
‘reason’
that
the
Thus, “a plaintiff must
prove that age was the ‘but-for’ cause of the employer’s adverse
decision.”
Id.
The Supreme Court’s analysis in Gross dictates the outcome
here.
The ADA’s text does not provide that a plaintiff may
establish liability by showing that disability was a motivating
factor in an adverse employment decision.
Furthermore, the 1991
Act that added the “motivating factor” standard to Title VII
“contemporaneously amended” provisions of the ADA but did not
add that standard.
See Pub. L. No. 102–166, §§ 109, 315.
We
conclude that Title VII’s “motivating factor” standard cannot be
read into Title I of the ADA.
In reaching this conclusion, we
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join the Sixth and Seventh Circuits.
Acquisition
Corp.,
681
F.3d
312
(6th
See Lewis v. Humboldt
Cir.
2012)
(en
banc);
Serwatka v. Rockwell Automation, Inc., 591 F.3d 957 (7th Cir.
2010).
Gentry argues that Gross is not controlling here because
unlike the ADEA, the ADA indirectly incorporates Title VII’s
“motivating factor” standard by reference.
Specifically, the
ADA’s “Enforcement” provision states:
The powers, remedies, and procedures set forth in
sections 2000e-4, 2000e-5, 2000e-6, 2000e-8, and
2000e-9 of this title shall be the powers, remedies,
and
procedures
this
subchapter
provides
to
the
Commission, to the Attorney General, or to any person
alleging discrimination on the basis of disability in
violation of any provision of this chapter . . . .
42 U.S.C. § 12117(a).
However, while this language incorporates
Title VII’s “Enforcement provisions” in § 2000e-5, it does not
incorporate the “Unlawful employment practices” in § 2000e-2,
including
§
2000e-2(m),
which
employment practices as unlawful.
establishes
mixed
motive
See Serwatka, 591 F.3d at 962
(“[A]lthough section 12117(a) cross-references the remedies set
forth
in
section
2000e-5(g)(2)(B)
for
mixed-motive
cases,
it
does not cross-reference the provision of Title VII, section
2000e-2(m),
which
renders
employers
liable
for
mixed-motive
employment decisions.” (emphasis in original)).
Gentry
§ 2000e-2(m).
notes
that
§
2000e-5(g)(2)(B)
cross-references
However, § 2000e-5(g)(2)(B) merely specifies the
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remedies available when a plaintiff establishes a violation of
§ 2000e-2(m), that is, when a plaintiff establishes that “race,
color,
factor”
cannot
religion,
in
be
an
sex,
or
national
read
employment
as
action.
somehow
excising
origin
Section
was
§
a
motivating
2000e-5(g)(2)(B)
2000e-2(m)’s
causation
standard from its limited application to claims of race, color,
religion, sex, and national origin discrimination and applying
it
to
claims
under
the
ADA.
See
Lewis,
681
F.3d
at
320
(explaining that § 2000e-5(g)(2)(B) “does not direct judges to
apply the substantive ‘motivating factor’ standard from § 2000e2(m); it permits them only to provide a remedy for . . . a
violation under section 2000e-2(m)” (quotation omitted)).
Such
a broad reading is particularly inadvisable as Gross instructs
us
to
hew
closely
to
the
text
of
employment
discrimination
statutes. 2,3
2
Gentry’s reliance on § 2000e-5(a) is similarly unavailing,
if not more tenuous, as that section does not reference the
“motivating factor” provision but rather broadly provides that
the “Commission is empowered, as hereinafter provided, to
prevent any person from engaging in any unlawful employment
practice as set forth in section 2000e-2.”
3
Gentry asks the Court to apply the analysis of Baird ex
rel. Baird v. Rose, 192 F.3d 462 (4th Cir. 1999), an ADA Title
II case that was decided prior to Gross. In Baird, the question
facing the Court was whether to continue applying the “solely on
the
basis
of”
causation
standard,
derived
from
the
Rehabilitation Act, to ADA Title II claims. Id. at 468. After
answering that question in the negative, and without the benefit
of Gross, we determined that Title VII’s “motivating factor”
(Continued)
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Instead, to invoke Title VII’s enforcement provisions, an
ADA
plaintiff
must
allege
a
violation
violation of “this chapter.”
added).
that
a
of
the
ADA
itself—a
42 U.S.C. § 12117(a) (emphasis
As discussed above, the ADA’s text does not provide
violation
occurs
when
an
employer
acts
with
mixed
motives. 4
The only remaining question is whether the ADA’s text calls
for a “but-for” causation standard.
We hold that it does.
ADA prohibits discrimination “on the basis of” disability.
U.S.C. § 12112(a).
The
42
We see no “meaningful textual difference”
between this language and the terms “because of,” “by reason
of,” or “based on”—terms that the Supreme Court has explained
connote “but-for” causation.
See Univ. of Tex. Sw. Med. Ctr. v.
Nassar, ——U.S.——, 133 S. Ct. 2517, 2527-28 (2013).
A “basis” is
“[t]he justification for or reasoning behind something.”
Basis,
New Oxford American Dictionary (3d ed. 2010); see also Merriam-
standard should apply based on Title II’s incorporation of Title
VII’s enforcement provisions. See id. at 470. Baird, however,
is not controlling here and in light of the Supreme Court’s
subsequent guidance in Gross, we decline to extend Baird’s
analysis to this case.
4
We find the Sixth Circuit’s analysis of the ADA’s
legislative history to be well reasoned, and agree that the
legislative history does not alter our conclusion that the ADA
does not incorporate Title VII’s “motivating factor” standard.
See Lewis, 681 F.3d at 320-21.
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Webster’s Advanced Learner’s English Dictionary (2008) (defining
“on the basis of” as “according to[,] based on”).
Moreover, legislative history does not suggest that “on the
basis
of”
was
causation.
intended
As
to
mean
originally
something
enacted,
other
the
than
ADA
but-for
prohibited
discrimination “against a qualified individual with a disability
because of the disability of such individual.”
336, § 102 (1990).
changed
this
Pub. L. No. 101–
The ADA Amendments Act of 2008 (ADAAA)
language
to
its
present
form,
prohibiting
discrimination “against a qualified individual on the basis of
disability.”
to
“ensure[]
See Pub. L. No. 110-325 § 5 (2008).
that
the
emphasis
in
questions
This was done
of
disability
discrimination is properly on the critical inquiry of whether a
qualified person has been discriminated against on the basis of
disability, and not unduly focused on the preliminary question
of whether a particular person is a ‘person with a disability.’”
154 Cong. Rec. S8840-01 (Sept. 16, 2008) (Senate Statement of
Managers).
The legislative history suggests the language was
changed
decrease
to
the
emphasis
on
whether
disabled, not to lower the causation standard.
a
person
is
Finally, we note
that the amended language was enacted before Gross and therefore
not in response to Gross’s causation analysis.
14
Accordingly, we
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conclude that the district court correctly applied a “but-for”
causation standard to Gentry’s ADA claim. 5
IV.
Gentry also challenges the district court’s instructions on
the definitions of disability.
The ADA defines disability as
“(A) a physical or mental impairment that substantially limits
one or more major life activities of [an] individual; (B) a
record of such an impairment; or (C) being regarded as having
such an impairment.”
42 U.S.C. § 12102(1).
Gentry asserted all
three forms of disability and argues that the court erroneously
instructed
the
definition
of
jury
on
each.
“substantially
She
limits”
5
disputes
and
its
the
court’s
instructions
on
Gentry complains that the district court instructed the
jury that disability had to be “the but-for” cause of her
termination instead of “a but-for” cause.
While we agree that
“a but-for” cause is the appropriate formulation, we find no
abuse of discretion in the district court’s instructions.
The
Supreme Court has repeatedly used “the but-for” language.
See
Gross, 557 U.S. at 177-78 (“A plaintiff must prove . . . that
age was the ‘but-for’ cause of the challenged employer
decision.” (emphasis added)); Nassar, 133 S. Ct. at 2528 (“Title
VII retaliation claims require proof that the desire to
retaliate was the but-for cause of the challenged employment
action.”) (emphasis added).
While the district court at one
point misspoke and stated that disability had to be the sole
cause of Gentry’s termination, the court corrected itself by
providing oral and written instructions that disability need not
be the “only or sole cause” of Gentry’s termination.
See J.A.
725, 940.
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“regarded as” and “record of” disability.
These arguments are
addressed below.
A.
The
district
court
instructed
the
jury
that
“[a]n
impairment substantially limits a major life activity, if it
prevents or significantly restricts a person from performing the
activity,
compared
population.”
to
J.A.
an
average
697.
person
Gentry
did
in
not
the
object
general
to
this
instruction, which was similar to the one she had proposed. 6
On appeal, however, Gentry argues that the “prevents or
significantly
restricts”
ADAAA.
ADAAA
The
protection”
sought
after
inappropriately
the
high
the
ADAAA
to
of
is
too
demanding
“reinstat[e]
Supreme
level
coverage under the ADA.”
Specifically,
standard
Court
limitation
a
had
broad
under
scope
“created
necessary
to
the
of
an
obtain
Pub. L. No. 110–325, § 2(b)(1),(5).
rejected
the
standard
enunciated
in
Toyota Motor Manufacturing, Kentucky, Inc. v. Williams, 534 U.S.
184,
198
(2002),
that
to
be
substantially
limiting,
an
impairment must “prevent[] or severely restrict[]” a major life
6
Gentry
proposed
the
instruction:
“[a]n
impairment
‘substantially limits’ a major life activity if it prevents or
restricts a person from walking, standing, lifting, and bending
compared to the average person in the general population.” J.A.
54.
16
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activity.
directed
Filed: 03/04/2016
See
the
Pub.
L.
EEOC
No.
to
Pg: 17 of 29
110–325,
revise
§
its
2(b)(5).
The
regulation
ADAAA
defining
“substantially limits” to reflect this broadened understanding
of
“disability.”
See
id.
§
2(b)(6).
EEOC
regulations
now
provide that “[a]n impairment need not prevent, or significantly
or severely restrict, the individual from performing a major
life activity in order to be considered substantially limiting.”
29 C.F.R. § 1630.2(j)(ii).
Because
Gentry
did
not
object
to
instruction, we review for plain error.
the
district
court’s
On plain error review,
Gentry must establish (1) that the district court erred; (2)
that the error was plain; and (3) that the error affected her
substantial rights, meaning that “there must be a reasonable
probability that the error affected the outcome of the trial.”
United States v. McDonnell, 792 F.3d 478, 502 (4th Cir. 2015)
(quoting United States v. Marcus, 560 U.S. 258, 262 (2010)).
“The mere possibility that the error affected the outcome of the
trial” does not suffice.
Id.
Even then, the error “should only
be corrected where not doing so would result in a ‘miscarriage
of
justice’
fairness,
or
would
integrity
proceedings.’”
otherwise
or
public
‘seriously
reputation
affect[
of
]
the
judicial
United States v. Robinson, 627 F.3d 941, 954
(4th Cir. 2010) (alteration in original) (quoting United States
v. Olano, 507 U.S. 725, 736 (1993)).
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Even if we assume that the district court’s instruction was
erroneous and that the error was plain, Gentry has not shown
that it affected her substantial rights.
to
suggest
that
her
disability
Gentry offers little
discrimination
claims
failed
because the jury believed that her impairment did not meet the
district court’s definition of “substantially limits.”
She does
not contend that Appellees argued to the jury that the standard
for “disability” was demanding or that Gentry’s impairment was
insufficiently severe.
Nor does she demonstrate that the extent
of
a
her
impairment
was
seriously
contested
issue
at
trial.
Moreover, there are ample facts from which the jury could have
found that her termination was not the result of an impairment
to
her
foot,
regardless
of
how
severe.
Gentry
was
not
terminated until more than three years after her injury and more
than two years after her surgery.
At no point did her employers
complain about her ability to perform her job duties.
trial
testimony
considered
her
to
indicated
be
an
that
excellent
they,
including
employee.
The
In fact,
Manner,
strongest
evidence Gentry presented of disability discrimination was that
Manner allegedly admitted to Hobby that Gentry was terminated
“due to her disability.”
J.A. 161.
If the jury credited this
evidence, it is unlikely they would nevertheless find in favor
of Appellees because they believed Gentry’s impairment did not
constitute a disability.
On this record, we cannot say there is
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a “reasonable probability” that the district court’s instruction
affected
the
outcome
of
Gentry’s
disability
discrimination
claims.
Finally, Gentry offers no argument as to how failure to
correct
the
district
court’s
instruction
would
result
in
a
miscarriage of justice or would seriously affect the fairness,
integrity,
or
public
reputation
of
the
judicial
proceedings.
Accordingly, we find that Gentry has failed to satisfy the plain
error standard.
B.
Gentry
next
contends
that
the
the
jury
the
“regarded
instructing
on
definition of disability.
district
as”
court
erred
prong
of
in
the
The district court instructed that
“disability . . . discrimination laws are designed to protect
individuals who . . . may be perceived as disabled from being
discriminated
against
in
the
workplace”
and
that
“you
must
decide whether . . . a perception that [Gentry] was disabled,
was the ‘but for’ reason that [Appellees] . . . terminate[d] her
employment.”
whether
J.A. 698-99.
Gentry’s
“disability,
The verdict form similarly asked
a
record
of
disability,
or
a
perception by [Appellees] that [Gentry] had a disability” was
the “but-for” reason for her termination.
See J.A. 733-34.
Gentry argues that the court should have instructed that
Gentry
satisfied
the
“regarded
19
as”
prong
if
she
was
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discriminated
physical
or
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against
mental
Pg: 20 of 29
“because
impairment
of
an
whether
actual
or
not
or
perceived
the
impairment
limits or is perceived to limit a major life activity.”
U.S.C.
§
12102(3)(A);
J.A.
55.
Gentry
contends
See 42
that
this
language, which was added by the ADAAA, is important because “a
plaintiff no longer needs to show that the employer thought that
the
employee
activity;”
had
a
instead,
substantial
a
plaintiff
limitation
need
only
in
a
show
major
that
life
adverse
action was taken because of the plaintiff’s impairment, “without
regard to how serious the employer thought that it was.”
Br. of
Appellant 41.
Assuming that Gentry properly preserved an objection to the
court’s instruction, we do not see how she was prejudiced by it. 7
The
court
instructed
that
Appellees
were
liable
if
they
discriminated against Gentry because they perceived her to be
disabled, which conveyed that Gentry did not actually have to be
disabled.
Gentry’s
primary
evidence
of
disability
discrimination was that Manner allegedly stated that Gentry was
terminated “due to her disability.”
7
See J.A. 161.
If the jury
At trial, Gentry merely stated that “the regarded as
definition was not in there.
I was just wondering whether to
include that.” J.A. 723. We question whether this qualifies as
“stating distinctly the matter objected to and the grounds for
the objection,” Fed. R. Civ. P. 51(c), but will assume arguendo
that it does.
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believed that evidence, the instruction informed the jury that
Gentry’s termination was unlawful.
the
court’s
instruction
was
Thus, even if we assume that
erroneous,
the
error
did
not
seriously prejudice Gentry.
Moreover, the district court acted within its discretion
when
it
determined
that
the
full
“regarded
as”
instruction
proposed by Gentry was not warranted under the circumstances of
the case.
After hearing all of the evidence, and mindful that
the jury would already be grappling with complex and nuanced
instructions on multiple discrimination and related claims under
state
and
federal
law,
the
court
declined
to
give
the
full
instruction, stating:
I will not go beyond that. The evidence with regard to
disability is the statement. If they believe the
statement, they are going to get that anyway. If they
can fight their way through the confusion of this
thing to get to the disability claim, you have got a
possibility of winning this. On the rest of this
stuff, you have a hard row to hoe.
J.A. 723.
We find no abuse of discretion and no serious prejudice to
Gentry
that
warrants
vacating
the
verdict
on
her
disability
discrimination claims.
C.
Finally, Gentry challenges the district court’s instruction
on “record of” disability.
EEOC regulations provide that “[a]n
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individual has a record of a disability if the individual has a
history of, or has been misclassified as having, a mental or
physical impairment that substantially limits one or more major
life activities.”
the
district
29 C.F.R. § 1630.2(k)(1).
court
improperly
shortened
Gentry argues that
this
definition
by
omitting the “misclassified” clause.
Gentry did not object to the district court’s instruction
below
and
on
appeal
she
does
language applies to her case.
not
explain
how
the
omitted
We therefore have no basis for
finding that the district court erred or otherwise abused its
discretion.
V.
We move next to Gentry’s challenges to the damages the jury
awarded on her state law claim against East West for workers’
compensation retaliation and on her claims against East West and
Manner for tortious interference with a contract.
For these
claims, the jury was instructed that it could award damages for
back pay, front pay, emotional pain and suffering, and nominal
damages.
The jury was further instructed that Gentry had to
mitigate her damages using reasonable diligence, which “requires
the
employee
locality.”
seek
and
J.A. 710.
accept
similar
employment
in
the
same
The court instructed that if Appellees
proved that Gentry failed to mitigate, the jury was to reduce
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her damages based on what she could have earned using reasonable
diligence.
Ultimately, the jury awarded $10,000 against East
West for workers’ compensation retaliation and $5,000 against
East West and Manner each for tortious interference.
On appeal,
Gentry argues that the district court erred in denying Gentry’s
motion to introduce evidence of East West’s insurance coverage
and indemnification and in denying her motion for a new trial on
damages.
A.
Gentry argues that the jury’s damages award was tainted by
Appellees’ belaboring of their poor financial condition.
claims
that
impression
this
that
“poor
a
mouthing”
significant
left
the
judgment
jury
would
Gentry
with
be
the
overly
burdensome, and that she should have been allowed to dispel this
impression
by
presenting
evidence
of
East
West’s
liability
insurance and its indemnification agreement with Maggie Valley.
We review evidentiary rulings for abuse of discretion and
“will only overturn an evidentiary ruling that is arbitrary and
irrational.”
Noel v. Artson, 641 F.3d 580, 591 (4th Cir. 2011)
(quoting United States v. Cole, 631 F.3d 146, 153 (4th Cir.
2011)).
We find no basis for overturning the district court’s
ruling here.
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While Gentry is correct that Appellees testified at length
about the Club’s financial losses, that evidence was central to
their defense that Gentry was terminated as part of an effort to
reduce
the
evidence
of
Club’s
the
costs.
Club’s
Although
financial
Appellees
condition
also
presented
after
Gentry’s
termination, that evidence was arguably relevant to demonstrate
that
their
pretextual.
cost-saving
efforts
were
effective
and
not
Moreover, Gentry points to nothing in the record
indicating that Appellees claimed that they could not pay the
judgment
or
suggested
that
the
jury
should
consider
their
financial condition in determining the damages to award. 8
Gentry also does not explain how evidence of the Club’s
financial losses would reflect on the ability of East West and
Manner to pay the judgment, as they did not own the Club. 9
only
“poor
mouthing”
specific
to
these
entities
that
The
Gentry
identifies is that East West lost numerous clients as a result
8
These considerations, as well as the fact that punitive
damages were not at issue here, distinguish this case from those
cited by Gentry. See Lawson v. Towbridge, 153 F.3d 368, 378-80
(7th Cir. 1998); Kemezy v. Peters, 79 F.3d 33, 37 (7th Cir.
1996); Mathie v. Fries, 121 F.3d 808, 816 (2d Cir. 1997); Adkins
v. McClanahan, No. 1:12CV00034, 2013 WL 5202402, at *4 (W.D. Va.
Sept. 16, 2013).
9
The agreement between Maggie Valley and East West in the
record indicates that East West received a fixed management fee
with the potential for a bonus based on the Club’s performance.
See J.A. 781, 798.
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of the recession, and Manner voluntarily took a pay cut from his
$140,000 salary and had not received a bonus in the two years
prior to trial.
The district court did not abuse its discretion
in finding this “poor mouthing” insufficient to open the door to
evidence of East West’s insurance coverage and indemnification. 10
Finally,
as
the
district
court
noted,
the
jury
was
instructed to award Gentry “fair compensation” for her damages.
See, e.g., J.A. 708.
Gentry has not overcome the presumption
that the jury followed the court’s instructions, see McDonnell,
792
F.3d
at
503,
and
did
not
base
its
award
on
Appellees’
ability to pay.
In short, we find no abuse in the district court’s refusal
to
admit
evidence
indemnification.
prohibited
by
of
East
West’s
insurance
coverage
and
While such evidence may not have been strictly
Federal
Rule
of
Evidence
411,
as
it
was
not
offered to show that Appellees “acted negligently or otherwise
wrongfully,” the court was within its discretion to find that
the evidence’s probative value was substantially outweighed by
the danger of unfair prejudice.
See Fed. R. Evid. 403; J.A. 79.
10
We note that Gentry was in fact permitted to show the
jury the indemnification clause in the contract between Maggie
Valley and East West, though she was not permitted to ask
further questions about the clause’s application. See J.A. 30305.
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B.
Finally, Gentry argues that she is entitled to a new trial
on
damages
because
the
jury’s
$20,000
award
was
inadequate.
Gentry’s damages expert, Dr. Richard Bohm, testified that Gentry
incurred back pay damages of $133,093 and front pay damages of
$297,568.
Gentry concludes that the jury “apparently found that
Plaintiff failed to mitigate her damages” and reduced her award.
Br. of Appellant 53.
She argues that this was against the clear
weight of the evidence, and thus the district court erred in
denying her motion for a new trial.
See Cline v. Wal-Mart
Stores, Inc., 144 F.3d 294, 301 (4th Cir. 1998) (explaining that
the
district
court
is
to
grant
a
new
trial
where
“(1)
the
verdict is against the clear weight of the evidence, or (2) is
based upon evidence which is false, or (3) will result in a
miscarriage of justice, even though there may be substantial
evidence which would prevent the direction of a verdict”).
“‘We
review
for
abuse
of
discretion
a
district
court’s
denial of a motion for new trial,’ and ‘will not reverse such a
decision save in the most exceptional circumstances.’”
Bunn,
723 F.3d at 468 (quoting Figg v. Schroeder, 312 F.3d 625, 641
(4th Cir. 2002)).
“We commit this decision to the district
court because the district judge is in a position to see and
hear
the
witnesses
and
is
able
to
view
the
case
perspective that an appellate court can never match.”
26
from
a
Bristol
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Steel & Iron Works v. Bethlehem Steel Corp., 41 F.3d 182, 186
(4th Cir. 1994)(quotation omitted).
The “crucial inquiry” on
review is “whether an error occurred in the conduct of the trial
that was so grievous as to have rendered the trial unfair.”
Id.
(quotation omitted).
We find that Gentry has not met her substantial burden of
showing that the district court abused its discretion.
Gentry
asks us to infer that the jury reduced her award because of her
failure to mitigate.
This, however, is speculative.
The jury
was not required to specify the type of damages it awarded nor
the basis for the award.
jury
did
not
fully
It is possible, for example, that the
credit
Dr.
Bohm’s
testimony
regarding
Gentry’s damages, including his assumption that Gentry’s salary
would
have
steadily
increased
had
she
not
been
terminated.
Appellees presented ample evidence that the Club was cutting
costs, including after Gentry’s termination, and the jury could
infer that Gentry’s salary, which was relatively high among the
Club’s staff, would have decreased.
With respect to mitigation, Gentry presented evidence that
she
sought
making
employment
from
December
week
two
contacts
per
unemployment
benefits,
and
as
sometimes
2010
to
December
required
more.
2011,
to
maintain
Gentry
testified
that she limited her search to Haywood County because of family
responsibilities
and
because
she
27
experienced
anxiety
driving
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long distances.
Pg: 28 of 29
She obtained a part-time position from March
2011 to December 2011, when she switched to another part-time
position
that
occupational
became
expert
full-time
testified
in
September
that
Gentry’s
2012.
job
Gentry’s
search
was
reasonable and that she obtained the best job available in light
of her circumstances.
Appellees’ vocational expert testified
that Gentry’s search was inadequate, primarily because Gentry
made an insufficient number of contacts and because she limited
her search to Haywood County when there were more opportunities
at higher salaries in neighboring Buncombe and Jackson Counties.
The jury was not required to accept Gentry’s assertion that
she was restricted to seeking jobs in Haywood County and could
have found that her refusal to seek jobs elsewhere, coupled with
the
cessation
despite
of
having
her
job
only
search
part-time
efforts
work,
after
did
December
not
2011
constitute
“reasonable diligence.” 11
On appeal, Gentry argues that the duty to mitigate “is not
onerous”
and
does
not
require
“engag[ing]
in
commute to search for a high-paying position.”
52,
56.
She
cites
several
11
cases
in
an
additional
Br. of Appellant
support
of
these
We also note that evidence in the record indicated that
Gentry received unemployment benefits after her termination.
See J.A. 372.
Per the district court’s instructions, the jury
was permitted to reduce the award on that ground. See J.A. 710.
28
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propositions.
However,
Pg: 29 of 29
Gentry
did
not
propose
any
such
instructions to the district court nor did she object to the
instructions that the court gave.
See Curley v. Standard Motor
Prods., Inc., 27 F.3d 562, at *2 (4th Cir. 1994) (unpublished
table decision) (affirming denial of motion for a new trial that
was
“based
primarily
on
objections
which
were
foreclosed
by
[party’s] failure to object to the introduction of evidence, and
[party’s]
approval
of,
or
failure
to
object
to
the
court’s
instructions”); see also Bryant v. Mathis, 278 F.2d 19, 20 (D.C.
Cir.
1960)
(affirming
denial
of
motion
for
a
new
trial
on
damages where plaintiff was entitled to, but did not request,
instruction
compensation
that
lost
from
a
wages
were
collateral
recoverable
source).
notwithstanding
Under
these
circumstances, we affirm the district court’s denial of Gentry’s
motion for a new trial.
VI.
For the foregoing reasons, we affirm the judgment of the
district court.
AFFIRMED
29
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