Henderson v. EBM-PAPST Inc

Filing 23

ORDER granting 18 defendant's Motion for Summary Judgment. See the attached opinion. The Clerk is directed to close this case. Signed by Judge Warren W. Eginton on 8/31/11. (Wilson, J.)

UNITED STATES DISTRICT COURT
DISTRICT OF CONNECTICUT

JAMES HENDERSON,
Plaintiff,
v.
EBM-PAPST, INC.,
Defendant.

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3:09-cv-2135 (WWE)

MEMORANDUM OF DECISION

Defendant Ebm-Papst, Inc. moves for summary judgment on the one-count
complaint filed by plaintiff James Henderson pursuant to the Age Discrimination in
Employment Act (ADEA), 29 U.S.C. § 621 et seq. For the following reasons,
defendant’s motion for summary judgment will be granted.
BACKGROUND
Defendant, a manufacturing company, hired plaintiff as an accountant in
September 2000, when he was 47 years old. Plaintiff reported to the accounting
manager, Jack Relidzinski, who was 52 years old. In 2002, plaintiff asked Relidzinski
about obtaining tuition assistance from defendant in order to pursue a master’s degree.
Relidzinski told plaintiff that he would have to wait until John Swider, a 42-year-old
accountant with more seniority, completed his master’s degree. In 2004, plaintiff asked
Relidzinski about tuition assistance again, and Relidzinski replied that Swider still had
not finished his degree. Plaintiff stated that he felt defendant was preventing him from
obtaining a master’s degree. According to plaintiff, Relidzinski replied that defendant
would be committing age discrimination if that were so.

In 2006, defendant’s vice president of finance administration, Don Beckwith, who
was 49 years old, asked plaintiff to apply for the position of accounts payable
supervisor. Plaintiff declined because he believed that position was “a step backwards”
in his career. Defendant asserts that the position would have advanced plaintiff’s career
because it included supervisory duties, unlike plaintiff’s position of accountant. Plaintiff
believed that being an accountant was more important than being accounts payable
supervisor. Beckwith told plaintiff that he would not advance within the company if he
did not apply for the supervisory position.
Plaintiff told Beckwith that he wanted to attend the University of New Haven for
his master’s degree, but Beckwith advised him to apply to the University of Connecticut
or Central Connecticut State University because they require less expensive tuition.
Plaintiff then applied to the University of Connecticut at Waterbury, and Beckwith
provided a recommendation letter in support. However, plaintiff’s application was
rejected on the basis of a low standardized test score. Plaintiff did not apply to any
other schools.
In March 2008, Beckwith and Relidzinski decided to reassign certain job
responsibilities between plaintiff and another accountant, Nathan Adams, who was 26
years old. Plaintiff felt that the reassignment was due to his decision not to pursue the
position of accounts payable supervisor. In August 2008, plaintiff was working on a
periodic accounting report that had previously been one of Adams’s responsibilities.
The report was due on September 2, 2008, but plaintiff told Beckwith that he probably
would not be able to finish it on time. Plaintiff then failed to meet the deadline.
Plaintiff met with Beckwith on September 3, 2008 to discuss another report that
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was due on September 15, 2008. This report was particularly important because
defendant planned to make certain business decisions after reviewing it. Plaintiff
believed that the deadline would be impossible to satisfy. After the meeting, plaintiff
decided to leave work early at 2 p.m. to go home “to decide what to do.” Plaintiff
decided to contact a recruiter about finding a new job.
The next day, plaintiff informed Beckwith that he was looking for a new job, and
Beckwith offered his assistance. Beckwith asked plaintiff whether he was going to
complete the reports or whether he wanted to leave his job immediately. Plaintiff
answered that he would try to complete the reports, but he was not confident that he
would be successful. Plaintiff felt that Beckwith was dissatisfied with that answer and
was pressuring him to resign. According to plaintiff, Relidzinski joined the conversation,
observing that plaintiff was “not getting any younger.” Plaintiff was unsure about the
meaning of that comment, but he thought it probably meant that it could be difficult for
him to find a new job at the age of 55 in the midst of a recession. At the end of the
meeting, Beckwith decided to terminate plaintiff, characterizing the decision as part of a
restructuring. Plaintiff subsequently obtained a new job as an accountant for the town
of Trumbull, Connecticut.
DISCUSSION
“The court shall grant summary judgment if the movant shows that there is no
genuine dispute as to any material fact and the movant is entitled to judgment as a
matter of law.” Fed. R. Civ. P. 56(a). “Only when reasonable minds could not differ as
to the import of the evidence is summary judgment proper.” Bryant v. Maffucci, 923
F.2d 979, 982 (2d Cir.), cert. denied, 502 U.S. 849 (1991).
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The burden is on the moving party to demonstrate the absence of any material
factual issue genuinely in dispute. American Int’l Group, Inc. v. London Am. Int’l Corp.,
664 F.2d 348, 351 (2d Cir. 1981). In determining whether a genuine factual dispute
exists, the court must resolve all ambiguities and draw all reasonable inferences against
the moving party. Anderson v. Liberty Lobby, Inc., 477 U.S. 242, 255 (1986).
If the nonmoving party has failed to make a sufficient showing on an essential
element of the case with respect to which the nonmoving party has the burden of proof,
then summary judgment is appropriate. Celotex Corp. v. Catrett, 477 U.S. 317, 323
(1986). If the nonmoving party submits evidence that is “merely colorable,” there is
insufficient legal opposition to the motion for summary judgment. Anderson, 477 U.S. at
249.
“To withstand a motion for summary judgment, a discrimination plaintiff must
withstand the three-part burden-shifting [test] laid out by McDonnell Douglas Corp. v.
Green, 411 U.S. 792, 93 S. Ct. 1817, 36 L. Ed. 2d 668 (1973) . . . . In a nutshell, a
plaintiff first bears the ‘minimal’ burden of setting out a prima facie discrimination case,
and is then aided by a presumption of discrimination unless the defendant proffers a
legitimate, nondiscriminatory reason for the adverse employment action, in which event,
the presumption evaporates and the plaintiff must prove that the employer’s proffered
reason was a pretext for discrimination.” McPherson v. New York City Dept. of
Education, 457 F.3d 211, 215 (2d Cir. 2006).
Defendant first argues that plaintiff’s claim is time barred. Defendant relies on
plaintiff’s deposition testimony that he felt the age discrimination consisted of preventing
him from obtaining a master’s degree from 2002 to 2006 and reassigning job
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responsibilities between plaintiff and Adams in March 2008. Plaintiff filed his charge
with the Connecticut Commission on Human Rights and Opportunities on February 4,
2009, which was after the expiration of the time period prescribed in 29 U.S.C.
§ 626(d)(1), assuming that the unlawful discrimination last occurred in March 2008. In
opposition, plaintiff argues that his termination on September 4, 2008 was an adverse
employment action and that the February 2009 charge was filed within the required time
period. The Court agrees with plaintiff on this issue. Although plaintiff’s testimony
suggested at one point that his age discrimination claim was limited to the facts
regarding his interest in a master’s degree and the reassignment of job duties, plaintiff’s
complaint alleges a fact relating to age discrimination in connection with his termination,
namely, Relidzinski’s statement that plaintiff was “not getting any younger.” Plaintiff’s
claim is therefore timely.
Defendant next argues that plaintiff has failed to establish a prima facie case. To
meet that requirement, plaintiff must show that (1) he is a member of the protected
class; (2) his job performance was satisfactory; (3) he suffered an adverse employment
action; and (4) the action occurred under conditions that suggest an inference of
discrimination. Demoret v. Zegarelli, 451 F.3d 140, 151 (2d Cir. 2006). Plaintiff
satisfies the first element because he was over age 40, and he satisfies the third
element because his termination was an adverse employment action.
As to the second element, plaintiff’s job performance became unsatisfactory
when he failed to finish the report that was due on September 2, 2008. Beckwith also
found plaintiff’s lack of confidence about the important report due on September 15,
2008 to be unsatisfactory. Therefore, it is doubtful that plaintiff satisfies the second
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element of the prima facie case. Plaintiff argues that the deadlines were impossible to
meet, but he does not present evidence regarding the amount of time needed to
complete the reports and the amount of time that was available to him.
Even if the Court assumed that plaintiff satisfied the second element, the Court
concludes that plaintiff does not satisfy the fourth element because the record as a
whole does not suggest an inference of age discrimination. As to plaintiff’s efforts to
obtain a master’s degree, Relidzinski indicated that defendant was able to provide
tuition assistance to only one employee at a time, and so plaintiff had to wait until his
more senior colleague finished his degree. When it was plaintiff’s turn, Beckwith
supported plaintiff’s application with a recommendation letter, but plaintiff failed to
secure admission due to a low test score. None of the facts relating to plaintiff’s interest
in a master’s degree suggest that defendant was hindering plaintiff’s efforts because of
his age.
As to the reassignment of job duties between plaintiff and Adams, plaintiff fails to
argue that the reassignment constituted a significant reduction in material
responsibilities. Plaintiff proceeded to experience difficulty with the timely completion of
a report for which the less experienced Adams previously had responsibility. Plaintiff
felt that defendant was retaliating against him for not applying for the position of
accounts payable supervisor, but plaintiff fails to argue that that position would have
been a demotion. Defendant claims that the position would have been a promotion
because of the supervisory duties. Although plaintiff felt that position was less
important, he does not produce any evidence bolstering his feeling. The facts relating
to plaintiff’s reassignment and the invitation to apply for the supervisory position do not
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suggest that defendant was discriminating against him on account of his age.
Plaintiff’s termination occurred after he failed to meet a deadline, expressed a
lack of confidence in his ability to meet another deadline, and informed Beckwith that he
was seeking a new job. The only fact relating to plaintiff’s termination that is relevant to
his claim of age discrimination is Relidzinski’s comment that plaintiff was “not getting
any younger.” Plaintiff thought that Relidzinski was saying that plaintiff could have
difficulty finding a new job at the age of 55 during a recession. The context of
Relidzinski’s comment supports plaintiff’s understanding. The comment was allegedly
made after plaintiff discussed his problems with the deadlines and admitted that he
wanted a new job. The inference raised by the comment is that Relidzinski wondered
whether plaintiff would be able to find a new job, since employers might hold his age
against him. Even if the Court had found an inference of discrimination on the basis of
that comment, it would not constitute enough evidence under the third prong of
McDonnell Douglas for a reasonable jury to find that defendant terminated plaintiff
because of his age. Summary judgment for defendant is therefore appropriate.
CONCLUSION
Defendant’s motion for summary judgment (Doc. #18) is GRANTED. The Clerk
is directed to close this case.
Dated at Bridgeport, Connecticut, this 31st day of August, 2011.

/s/
Warren W. Eginton
Senior United States District Judge

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