Killen v. Walgreen Company
Filing
49
MEMORANDUM. The Court will DENY Defendants motion to strike (Doc. 40) and GRANT IN PART and DENY IN PART Defendants motion for summary judgment (Doc. 27).Signed by District Judge Curtis L Collier on 7/11/2019. (BDG)
UNITED STATES DISTRICT COURT
EASTERN DISTRICT OF TENNESSEE
at GREENEVILLE
SHEILA KILLEN,
Plaintiff,
v.
WALGREEN CO.,
Defendant.
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No. 2:17-CV-145
Judge Collier
Magistrate Judge Corker
MEMORANDUM
Before the Court is a motion for summary judgment by Defendant, Walgreen Company.
(Doc. 27.) Plaintiff Sheila (“Krys”) Killen has responded (Doc. 34), and Defendant has replied
(Doc. 38). Also before the Court is a motion by Defendant to strike affidavits and exhibits filed
by Plaintiff. (Doc. 40.) Plaintiff has responded (Doc. 42), and Defendant has replied (Doc. 44).
For the following reasons, the Court will DENY Defendant’s motion to strike (Doc. 40), and
GRANT IN PART and DENY IN PART Defendant’s motion for summary judgment (Doc. 27).
The Court will GRANT the motion for summary judgment as to Plaintiff’s claims for age
discrimination and maintaining a hostile work environment under the Age Discrimination in
Employment Act (“ADEA”), 29 U.S.C. §§ 623, 626; for sex discrimination, age discrimination,
and through maintaining a hostile work environment under the Tennessee Human Rights Act
(“THRA”), Tenn. Code Ann. §§ 4-21-401(a), 4-21-311; and for disability discrimination, and
through maintaining a hostile work environment under the Americans with Disabilities Act
(“ADA”), 42 U.S.C. §§ 12102, et seq. The Court will DENY the motion as to Plaintiff’s claims
for retaliation under the ADEA, the THRA, and the ADA.
I.
BACKGROUND
This action concerns Plaintiff’s five years of employment with Defendant Walgreen
Company (“Walgreen”). (Doc. 25.)1 The allegations span three different store locations, and
Plaintiff’s complaint invokes ten different causes of action. (See id.)
Plaintiff is a fifty-nine-year-old white female. (Doc. 37 ¶ 1.) She is a breast cancer survivor
and also suffers from a heart condition which has required hospitalization. (Id. ¶ 2.)2
Plaintiff began her employment with Walgreen in August 2011 as a customer service
representative at its Johnson City State of Franklin Road retail store and pharmacy (the “Johnson
City store”). (Id. ¶ 3.) Prior to her start, the woman who would serve as Plaintiff’s manager,
Renee Burleson, told current employees that Plaintiff was not a real blonde, was “not all there,”
did not have any sense, and could not get the job done. (Doc. 35 at ¶ 4.) Once Plaintiff started
working at the Johnson City store, Burleson used the word “stupid” to describe Plaintiff’s work
activities to other employees, talked to Plaintiff in a condescending voice, and raised her voice or
yelled at her for taking too much time on tasks. (Id. ¶¶ 8-11.) Burleson called Plaintiff “She She,”
and made her wear a name tag reflecting the name “She She,” in spite of Plaintiff’s protests. (Id.
¶¶ 9, 12; Doc. 37-1.)
1
In reciting relevant factual background, the Court has viewed the evidence in the light
most favorable to Plaintiff and drawn all reasonable inferences in her favor. See Matsushita Elec.
Indus. Co. v. Zenith Radio Corp., 475 U.S. 574, 587 (1986). The Court additionally relies on
affidavits subject to Defendant’s motion to strike (Doc. 40), for reasons stated below.
2
On April 22, 2019, Plaintiff, through counsel, informed the Court that she has been
diagnosed with recurring breast cancer, and is currently undergoing additional surgery and
radiation treatments. (Doc. 45 at 1.) Because Plaintiff would not have been able to participate in
any upcoming pre-trial filings, or attend her trial as scheduled, the Court continued deadlines in
this matter pending further order. Plaintiff’s next status report regarding her condition is due to
the Court on or before September 2, 2019. (Doc. 48.)
2
Plaintiff complained to the store manager, Tim Mullins, who transferred Plaintiff to a new
location—the Broadway-Unaka Walgreen store (the “Broadway-Unaka store”). (Doc. 35 ¶ 21;
Doc. 37 ¶ 3.) Plaintiff got along well with her new manager, Winston Richey, received several
promotions, and was named as one of the store’s shift leads. (Doc. 35 ¶ 21; Doc. 36 ¶ 7.) Plaintiff
worked as shift lead for approximately eight months, until Burleson was transferred to be her
supervisor once again, but now at the Broadway-Unaka store. (Doc. 36 ¶ 8.) Plaintiff received
several written reprimands from Burleson, but Plaintiff refused to sign them because she found
them unjustified. (Doc. 37 ¶ 13.) The reprimands were discipline for incurring overtime by
clocking out late, taking a cell phone call in the restroom, refusing to answer intercom pages, and
for telling a younger male associate “go play with yourself.” (Doc. 37 ¶¶ 14-16, 20-28, 40.) The
bases of the written warnings were not always factually correct, or were exaggerated—for instance,
Plaintiff observed that the younger male associate was playing with a rubber ball and Plaintiff said,
or intended to say, “go play by yourself.” (Id. ¶ 26.) Because of daily hostility from Burleson,
Plaintiff became a “nervous wreck” at Walgreen. (Id. ¶ 38.)
On December 3, 2015, Plaintiff emailed District Manager Gregg McCollum stating that
she could no longer work under Burleson. (Id. ¶ 43.) She also called Walgreen’s complaint hotline
the next day and described the work environment Burleson had created. (Id. ¶ 44.) After speaking
with a hotline representative and meeting with McCollum personally, Plaintiff requested a transfer
to Walgreen’s Boone’s Creek store location (the “Boone’s Creek store”). (Id. ¶ 47.) On December
9, 2015, Plaintiff also emailed Randy Reddick, Walgreen’s Director of Pharmacy and Retail
Operations, about her concerns. (Id. ¶ 53.)
Within two weeks of her complaint to McCollum, McCollum transferred Plaintiff to
Walgreen’s Piney Flats store location (the “Piney Flats store”), instead of the Boone’s Creek store
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which she had requested. (Id. ¶ 55.) Plaintiff found the transfer “unusual” because there was no
existing shift lead vacancy at the Piney Flats store, but there was a vacancy at the Boone’s Creek
store. (Id.) The female shift lead at the Piney Flats store, Cathleen Bradshaw, was approximately
eight to nine years younger than Plaintiff. (Id. ¶ 56.) Within a week of Plaintiff’s start at the Piney
Flats store, Bradshaw was transferred to the Boone’s Creek store to fill the vacancy Plaintiff had
requested to fill. (Id. ¶ 58.)
Plaintiff was not happy to be transferred to the Piney Flats store because she had heard that
the manager, Robert Leigh, was a difficult manager. (Id. ¶ 57.) Leigh was “cool” toward Plaintiff
from the start. (Id. ¶ 59.) In late December 2015, Leigh approached Plaintiff from behind and told
her in a “somewhat threatening tone,” “if you feel like you’re being watched, you are.” (Id. ¶ 59.)
He then added “I am watching you.” (Id.) This remark unnerved Plaintiff and made her
continuously on edge for the rest of her employment at the Piney Flats store. (Id.) Leigh also
started slamming management store books down on his desk in order to startle Plaintiff, and once
vented his anger by shoving a metal dolly towards her. (Id. ¶ 60-61.)
Plaintiff began experiencing persistent chest pain. (Id. ¶ 62.) Plaintiff went to the
emergency room on January 1, 2016, and was hospitalized at length due to a significant blockage
in one of her arteries. (Id.) She missed six weeks of work during recovery, and returned on
February 22, 2016. (Id.)
Leigh informed a claims manager via an email sent January 11, 2016 that the store would
not be able to accommodate a shift lead returning to work on “restricted duty,” but that the shift
lead would otherwise need to be able to perform “heavy work,” as described in the shift lead job
duties. (Id. ¶ 65; Doc. 37-11.)
4
When Plaintiff returned to work, Leigh and Pharmacy Manager Matt Lunsik met with
Plaintiff, and gave her a verbal warning about her failure to complete a “smart count”3 and other
work assignments in late December, before her hospitalization. (Doc. 37 ¶ 66.) At the meeting,
Leigh told Plaintiff she would be discharged if her performance did not improve. (Id. ¶ 66.)
The next day, February 23, 2016, Leigh and McCollum met with Plaintiff. (Id. ¶ 67.) They
told her she was getting a “new start” with Walgreen. (Id.) During the meeting, Leigh also told
Plaintiff that she was “too slow.” (Id.) Leigh met with Plaintiff once a week thereafter. (Id.)
Leigh told Plaintiff that she needed to work faster. (Id.)
On April 8, 2016, Leigh told Plaintiff that he had seen some improvement in her work and
that Plaintiff would need to continue to show “major improvement” during the next month. (Id.
¶ 68.) Leigh then began assigning Plaintiff “self-improvement articles” to read, and required
Plaintiff to write one-page essay commentaries on what Plaintiff gleaned from each article. (Id.)
Leigh did not block off time during the day for her to complete the articles, so Plaintiff read them
after she got home from work each night. (Id. ¶ 70.) On April 11, 2016, Leigh assigned Plaintiff
two articles to read, but Plaintiff could not get both of the assignments done in one week. (Id. ¶
77.) On one occasion, Plaintiff was given leave to select an article to read, but when she turned in
her essay, Leigh told her she had chosen the “wrong one,” and directed her to read and write an
essay on a different article of his choice. (Id. ¶ 78.) Plaintiff did not see any relevance in reading
articles about time management, as Walgreen prioritized her job duties and planned her work day
for her through assignment sheets which listed chores to be performed between predetermined
times. (Id. ¶ 79.)
3
A “smart count” involved walking to the store’s pharmacy, beauty department, and
grocery department with a hand scanner, and entering at least five and up to twenty inventory items
into the scanner for that day. (Id. ¶ 110.)
5
Leigh had successfully utilized the method of assigning articles and essay summaries with
a male pharmacist whom he had supervised. (Doc. 29 ¶ 10.) The self-improvement articles were
available through a Walgreen employee-improvement “library,” and related to an employee’s
discretionary activities and personality development. (Doc. 36 ¶ 19.)
At some point during the spring of 2016, Leigh showed Plaintiff into the storeroom and
pointed out several cardboard boxes containing gallon jugs of liquid detergent sitting atop the
storage shelves. (Doc. 37 ¶ 71.) Each box contained four one-gallon jugs of liquid detergent, and
weighed nearly fifty pounds each. (Id.) Plaintiff was instructed to put the boxes on the floor. In
order to do so, she had to get a step ladder, open each box, take each jug out separately, and go
down the ladder with each jug. (Id. ¶ 72.) Leigh later had Plaintiff repeat the same task after
someone placed the boxes back onto the shelf. (Id. ¶¶ 74-75.) Plaintiff believed Leigh was
attempting to convince her to resign. (Id. ¶ 76.)
From May to June of 2016, Plaintiff discovered that the Piney Flats store’s side-door had
been left unlocked and ajar on three different occasions during her evening security walk. (Id.
¶ 92.) The side door could not be unlocked unless a manager used a key to open the door and turn
off an alarm. (Id.) Each time Plaintiff found the door open, she reported the incident to Leigh.
(Id.) Because the door continued to be left ajar, Plaintiff believed Leigh was setting her up to
accuse her of missing the open door during her security check. (Id.)
On June 7, 2016, Leigh and Lunsik met with Plaintiff and placed her on a Performance
Improvement Plan (a “PIP”). (Id. ¶ 93.) Under the PIP, Leigh assigned seven more selfimprovement articles. (Doc. 28-11 at 6.) Leigh’s notes on meetings with Plaintiff in the PIP
reflected the following, errors in original:
• 12/15/15 - Initial meeting, laid out the expectation of working at this location
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• 2/22/16 - Conducted meeting that was to happen on 1/4, meeting did not happen
due to her medical leave, reviewed: 1) My concerns toward her performance before
she went out on leave 2) her options 3) retraining process 4) Steps if her
performance does not improve. (Matt Lunsik was present for this meeting)
• 2/22/16 - A verbal warning was issued for not completing assigned task. (Matt
Lunsik was present for this meeting)
• 2/23/16 - (with District Manager Greg McCollum) expressed that she wanted a
fair shot. He explained that this was a new start, also that I communicated in
December that yesterdays meeting was going to take place.
• 3/2/16 - reconfirmed the verbal warning from last week. COMPASS, PPL’s
overdue & smart count not completed. Also reviewed the following 1) Checklist 2)
COMPASS 3) Sense of urgency 4) Time management 5) Communication 6) multi
tasking. (Matt Lunsik was present for this meeting)
• 3/4/16 - Asked for update on PPL’s, she said she was working on them. I explained
that they were already overdue and needed to be completed.
• 3/7/16 - Recapped her day on Friday 3/4, Not much work was completed,
explained that she needed to speed things up, she has one pace, very slow. Told her
she must manage her time, 48 Minutes of overtime in the last pay week. (Matt
Lunsik was present for this meeting)
• 3/9/16 - Gave her the HMM on time management. Explained that this was not
required , but I thought it might help her
• 3/10/16 - 28 minutes of overtime last week. Explained that she was to have no
overtime going forward unless approved by me.
• 3/14/16 - Hanging of ad tags must be done before store opens. Let her know that
training with Christy on Friday went well according to Christy (Randy Kind &.
Matt Lunsik were present for this meeting)
• 3/18/16 - Reviewed the following 1) Working the list and leading your team 2)
Taking lunches 3) Code green, attitude toward the pharmacy techs. (Matt Lunsik
was present for this meeting)
• 3/22/16 - Reviewed COMPASS, expiring call-ins & PLP project
• 3/23/16 - Reviewed Leading people, sense of urgency & Communication.
• 3/26/16 - Let her know to page me when she could not get to a call. Coached her
on working the list, both her and Taylor working OSA (not even on the list) with
truck sitting in the stockroom. Also spoke about time management & worrying
about what she is doing instead of Randy (ASM) & Christy (SFL) are doing
• 3/30/16 - Spoke about previous day when I was out sick. Not much work
completed.
• 4/1/16 - Got her feedback on how she thought everything was going to help prep
for her 30 day check-in
• 4/8/16 - Coached on pharmacy issue from previous night
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• 4/8/16 - 30 day check-in. Explained that I was not ready to issue a verbal warning
at this time due to starting to see some improvement, and that major improvement
was needed in the next 30 days. Also explained that I was going to use a different
approach using some reading to help with the problem areas. 60 day check in
scheduled for 5/9/16 (Matt Lunsik was present for this meeting)
• 4/11/16 - Assigned 2 articles "sense Of Urgency" & "Time Trap" 4/12/16 Expressed that 2 articles by Monday might be too much. Changed it to 1 article
• 4/14/16 - coached on front end ECC
• 4/18/16 - Reviewed article "Time Trap". Changes coming in Cosmetic Dept.
• 4/25/16 - "Sense Of Urgency" article due. Not completed. Spoke about time
management
• 4/26/16 - Reviewed article & assigned the next one "Make Every Second Count",
discussed duties & task issues
• 5/4/16 - Reviewed article "Make Every Second Count". Discussed overdue PPL.
• 5/9/16 - 60 day check-in. Explained that this check in was going to be her verbal
warning for overall performance. Discussed issues. She stated that there were too
many interruptions and that I expected to much. Assigned her next article "The Up
Side Of Stress" 90 day check in scheduled for 6/6/16 (Matt Lunsik was present for
this meeting)
• 5/19/16 - Reviewed checklist. Stress article, expectations, reviewed the SFL job
description
• 5/20/16 - Reviewed pricing/inventory checklists from previous day
• 5/23/16 - Reviewed pricing/inventory checklists again, cooler/freezer temp log
also
• 5/31/16 - Reviewed weekend performance and notes for current day due to new
crew members
• 6/1/16 - Reviewed issues from the the previous night
• 6/13/16 - Issued verbal warning for overtime. Had overtime in each of the last 3
pay periods
(Doc. 28-11 at 4-5.) Leigh noted that the competencies in which Plaintiff needed improvement
were people leadership, functional competency, operations/business leadership, communication,
time management, multitasking, and sense of urgency. (Id. at 5-6.) In the portion of the PIP where
Plaintiff could provide her own comments, she wrote the following, errors in original,
since I have been transferred to this store I have had my position threatening,
harassed , singled out and been told to write summarys and was a secret between
the pharmacist matthew and mr. leigh, and was told not to tell anyone else. I thinks
when I was transfer to this store and the reason why I was really transfer to this
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store, mr. leigh says he don’t know and don’t care. I am contacting the EECO for
help, policy state this harassment, and I have email Mr. McCollum, and I have done
everthing he have ask and will but the harrassement has to stop and the threats to. I
will not sign this because I don’t agree with it. I will do the assignment and I have
done everthing he ask.
(Id. at 10.) In the “30 Day PIP Follow-up” portion of the PIP, Leigh entered the following
comments,
• Assignment due 7/8 turned in late (partially turned in on 7/11, rest turned in on
7/12).
• Assignment due 7/15 turned in late (turned in at 9am on 7/20, Left from the
previous night).
• Assignment due 7/22 not turned in, as of the start of the 30-day check in meeting
on 7/25 @ 3:15pm.
• 1 out of 5 assignments completed in the TMP, The 4 not completed have not been
started in the TMP. Has just done the work based off the articles that have been
printed that are attached to the TMP assignment.
• Summaries have been very well written, but the explanation of how she is going
to use what she has learned is vague. Would like for her to explain how she is using
what she has learned in weekly meetings.
• Monthly Cigarette and liquor inventory - came in at 6am to complete before store
opened, cigarette inventory was not posted till 10:45am. Liquor inventory was not
posted at all (posted by ASM the following day).
• OSA - not being completed correctly. On hand quantities not being adjusted, holes
in basic departments not being filled, excess inventory not being done correctly.
• Needs to follow the daily list. Both with the team and herself (7/8 told to
concentrate on OSA, Not completed correctly, did call ins which were not on the
list) (7/7 truck not finished but had Joe working on out of dates)
• Communication - Does not want to escalate issues with front end team members
to the ASM but then uses them during weekly meetings as reasons for things not
getting done.
• Needs to admit when she does not know something - Customer with Hallmark
coupon that didn’t get issued points. When handed service recovery instructions,
was very adamant she knew how to do it. Video shows her trying to help the
customer for 5 minutes, even though she said the customer would not wait to be
helped.
• Cash report - needs to become comfortable with editing the cash report
• Vendors - Some vendors have expressed concerns on the amount of time it takes
to get checked in by Krys
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• Team member engagement - a few team members are still expressing concerns
about how Krys speaks about other members of leadership.
The following improvements have been made and need to continue
• Following through on daily and weekly check list throughout the store
• Call Ins - have stayed on top of them as needed
• Store condition (straightening) - Leaves store in good condition when closing
(never been an issue)
(Id. at 13-14.)
As to the comment that Plaintiff was slow in helping vendors unload their trucks, the
Walgreen delivery drivers otherwise told Plaintiff they were glad to see her waiting to help them
unload their trucks because Leigh was “mean” to them. (Doc. 37 at ¶ 124.) Leigh did not schedule
enough sales associates to work one Saturday morning, so Plaintiff had to unload most of the
store’s incoming shipment by herself. (Id. ¶ 125.)
As to Plaintiff’s failure to complete the liquor inventory, Leigh’s criticism ignores the fact
that Plaintiff had never been trained to do the liquor inventory. (Id. ¶ 114.) Plaintiff states that the
Broadway-Unaka store did not sell beer or wine, and that Leigh did not order Plaintiff to do a
liquor inventory at the Piney Flats store until she had been in the middle of her PIP. (Id.) Plaintiff’s
shift ended before she could figure out how to complete the task. (Id.)
In early summer, a younger male employee, Chris Wolfe, also began working at the Piney
Flats store as a shift lead. (Doc. 37 at ¶ 95.) Plaintiff and Wolfe used the same weekly checklists
to assist in completing each of their respective shift lead tasks, and it was not unusual for each shift
lead to be unable to complete and initial every assigned task on the checklists. (Id. ¶¶ 95-96.)
Plaintiff had more difficulty completing every task because, after she was placed on the PIP,
Pharmacy Manger Lunsik had her stay longer in the pharmacy in order to help out there. (Id.
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¶ 118.) Plaintiff felt this to be a deliberate attempt to delay Plaintiff from getting back to her floor
shift lead duties because Lunsik knew that Leigh had accused Plaintiff of working too slowly. (Id.)
Plaintiff observed that Wolfe was not properly doing his job because the store shelves were
a mess when Plaintiff would come in to start her shift. (Id. ¶ 120.) Wolfe also once left an office
safe open with the store keys in it. (Id. ¶ 98.) During Leigh and Plaintiff’s PIP meetings, Plaintiff
attempted to explain the difficulties she was experiencing with getting all of her work done each
day, and pointed out that Wolfe was not able to get everything done during his shift either. (Id. ¶
119.) Leigh told Plaintiff to stop blaming others and to worry about her own job performance.
(Id. ¶¶ 119-120.)
Plaintiff advised McCollum on June 17, 2016 by email that Leigh’s harassment was
continuing, and that she was complaining to the EEOC. (Id. ¶ 100.) McCollum, along with a
female manager from Walgreen’s Blountville store, met with Plaintiff about her complaint. (Id.)
Plaintiff also telephoned the Walgreen hotline with her complaint. (Id. ¶ 101.) After Leigh found
out about the complaint, Leigh told Plaintiff that he did not care if Plaintiff “turned him in” to the
EEOC. (Id. ¶ 102.)
On June 23, 2016, Plaintiff found the store’s back door open during her security walk, and
she again believed Leigh was setting her up for discharge. (Id.) Three days later, Leigh advanced
the due-date of a self-improvement essay, texting her that she would have to have the essay in
early or have it counted as “late.” (Id. ¶ 103.)
At some point in July 2016, Plaintiff noticed that Leigh was “leering” at her backside when
she stood in his office making entries in the computer. (Id. ¶ 115.) On another occasion where
Leigh was staring at Plaintiff from behind, he asked if she had cut her hair; when Plaintiff said
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“no,” he asked several more times. (Id. ¶ 116.) Later that day, Leigh asked if Plaintiff had new
shoes; when Plaintiff said “no,” he asked several more times. (Id. ¶ 117.)
On July 15, 2016, Plaintiff met with McCollum and the female Blountville store manager.
(Id. ¶ 122.) Plaintiff described how Leigh was requiring her to read articles and write essays after
work, and complained that Lunsik had used the word “fuck” to her during a PIP meeting. (Id.)
Plaintiff also complained about Leigh staring at her backside, commenting on her hair and shoes,
and placing her on a “secret” PIP. (Id.) McCollum’s comments to Plaintiff indicated that he
supported Leigh’s placement of Plaintiff on a PIP, as well as Leigh’s decision to assign Plaintiff
to read articles and write short essays. (Id.)
On July 19, 2016, Leigh emailed Michelle Stephens in Walgreen’s Human Resources
Department, stating the following,
I wanted to follow up with you the PIP for my SLF Krys (Sheila) Killen. We have
had very little improvement in her performance. The 30 day check in was
scheduled for today. After speaking with my DM, he suggested I put the meeting
on hold until I could speak with you. The eLearning assignment due on 7/8 was
not completely turned in until 7/12. The assignment due 7/15 as of this morning is
still not turned in. When I delivered the PIP, I explained that I would not ask for
the assignment, That it was her responsibility to have it in on time. I also explained
that she needed to take the time during the afternoon when there was overlap of
leadership, to complete the work. Both me and my DM think she is trying to test
me. My plan was to address this at the 30 day check in. The question has come
up, that with her not being on time 2 week in a row and currently being 4 days late
on the assignment due 7/15, what steps should be taken and is this ground for
termination? Any advice you can would be helpful. I should be on your call list, I
left a message this morning, but wanted to follow up with an email.
(Doc. 37-16.)
Plaintiff’s essays were usually not late, however; Leigh was rarely in his office when
Plaintiff put them on his desk, so she did not know when he would look at her essays. (Doc. 37 ¶
106.) Contrary to his email, Leigh also never told Plaintiff to use shift overlap time to do the
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assignments. (Id. ¶ 107.) During a July 25, 2016 follow-up meeting, Leigh told Plaintiff that he
was considering discharging her in thirty days because Plaintiff’s last two essay assignments had
been late. (Id. ¶ 123.)
On July 26, 2016, Plaintiff emailed McCollum regarding the discharge threats Leigh had
made, and notified him that she had sent complaint paperwork into the EEOC for use in preparing
a charge of discrimination. (Id. ¶ 130.) Plaintiff sent the EEOC two sets of handwritten notes
which included descriptions of her work environment under Burleson and Leigh. (Id. ¶¶ 145-148.)
Plaintiff also sent emails outlining her complaints to Walgreen’s Director of Pharmacy and Retail
Operations Randy Reddick and Regional Vice-President Connie Latta. (Id. ¶ 131.) Plaintiff
requested to be transferred to a different store. (Id. ¶ 133.) Reddick called Plaintiff several days
later explaining that he supported Leigh and McCollum. (Id. ¶ 134.)
On August 24, 2016, Leigh discharged Plaintiff. (Id. ¶ 140.) Leigh did not give a reason
for Plaintiff’s discharge and did not give her a separation notice. (Id. ¶ 141.)
Walgreen did not post Plaintiff’s position, seek applicants for the position, or hire anyone
to replace Plaintiff. (Doc. 29 ¶¶ 26-27.) Instead, other employees at the Piney Flats store assumed
Plaintiff’s job duties. (Id. ¶ 28.) Approximately five months after Plaintiff’s termination, Samuel
St. John, a male shift lead at another Walgreen location, approached Leigh and requested transfer
to Piney Flats due to personal issues he was having. (Id. ¶¶ 29-30.) Leigh granted the request for
transfer. (Id.)
Plaintiff brought the present action on August 23, 2017, alleging Defendant violated the
ADEA by engaging in age discrimination and retaliation, and through maintaining a hostile work
environment; the THRA by engaging in sex discrimination, age discrimination, and retaliation,
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and through maintaining a hostile work environment; and the ADA by engaging in disability
discrimination and retaliation, and through maintaining a hostile work environment. (Doc. 25 ¶ 2.)
II.
ANALYSIS
A.
Motion to Strike
Defendant moves to strike three affidavits which Plaintiff submitted to the Court
concurrent with her submission of a response to Defendant’s motion for summary judgment—an
affidavit from former Unaka-Broadway store manager Winston Richey (Doc. 36), an affidavit
from former co-worker Tammy Triplett (Doc. 35), and an affidavit from Plaintiff (Doc. 37). (Doc.
40.) Defendant similarly moves to strike several exhibits Plaintiff submitted at the same time.
(Id.) In response, Plaintiff argues that the affidavits and summary judgment exhibits are not
“pleadings” which are subject to being struck from the record. (Doc. 42.)
Under Federal Rule of Civil Procedure 12(f), a court may only strike material that is
contained in pleadings. Fox v. Michigan State Police Dep’t, 173 F. App’x 372, 375 (6th Cir.
2006); Agent v. Buffalo Valley, Inc., No. 1:13-0133, 2015 WL 1756891, at *1 (M.D. Tenn. Apr.
17, 2015) (motions to strike are “disfavored, and typically only apply to pleadings, not evidentiary
offerings such as affidavits”). Rule 7(a) defines “pleadings” as “a complaint; an answer to a
complaint; an answer to a counterclaim designated as a counterclaim; an answer to a crossclaim;
a third-party complaint; an answer to a third-party complaint; and if the court orders one, a reply
to an answer.” Fed. R. Civ. P. 7(a). “Exhibits attached to a dispositive motion are not ‘pleadings’
within the meaning of Fed. R. Civ. P. 7(a) and are therefore not subject to a motion to strike under
Rule 12(f).” Fox, 173 F. App’x at 375. Accordingly, the Court will not strike Plaintiff’s affidavits
and exhibits under Rule 12.
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Defendant also makes arguments under Rule 37(c), which provides that, “[i]f a party fails
to provide information or identify a witness as required by Rule 26(a) or (e), the party is not
allowed to use that information or witness to supply evidence on a motion, at a hearing, or at a
trial, unless the failure was substantially justified or is harmless.” Fed. R. Civ. P. 37(c). Defendant
argues that Plaintiff failed to supplement her initial disclosures and responses to written discovery
requests by failing to disclose the existence of the Richey and Triplett affidavits. (Doc. 40 at 4.)
Plaintiff responds stating that both Richey and Triplett were disclosed as potential witnesses in
Plaintiff’s Rule 26(a) disclosures, and that Plaintiff testified as to what she believed each witness
knew during her deposition. (Doc. 42 at 11.) Plaintiff also states that, as is apparent from the dates
on each affidavit, they existed, at most, for one day before Plaintiff provided them to Defendant,
and that they were provided when Plaintiff filed her response in opposition to Defendant’s motion
for summary judgment. (Id. at 5.) Accordingly, Plaintiff states that her disclosure to Defendant
was timely, and that it would be an unreasonable burden to require her to set out the details to
which an affiant may testify when making an initial disclosure of the witness.
Because Plaintiff disclosed Richey and Triplett as potential witnesses, and because
Defendant has not otherwise argued how it has been unduly prejudiced or misled by Plaintiff, the
Court will also decline to strike the affidavits under Rule 37.
Last, as to Plaintiff’s affidavit, Defendant argues that Plaintiff has attempted to create a
factual issue after a motion for summary judgment was made, which contradicted her earlier
deposition testimony. Under the “sham affidavit doctrine,” parties are precluded from creating a
factual issue for trial by submitting an affidavit that directly contradicts prior sworn testimony.
See French v. Lucas, 836 F.3d 612, 622-24 (6th Cir. 2016). Defendant believes this doctrine
applies in regard to portions of Plaintiff’s affidavit describing her stocking of jugs of detergent,
15
describing the actions of an associate named “Eric Buck,” describing whether Burleson disparaged
Mark Campbell, and describing whether Plaintiff looked out a Walgreen’s store window to see
Burleson staring at her. (Doc. 40 at 1-3.) Because the Court does not consider any of the portions
Defendant disputes to be material in its discussion regarding Defendant’s motion for summary
judgment, below, the Court will not discuss whether each portion of Plaintiff’s affidavit merits
treatment under the sham affidavit doctrine.4
Defendant’s motion to strike (Doc. 40) will be DENIED.
B.
Motion for Summary Judgment
1.
Standard of Review
Summary judgment is proper when “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). The moving party bears the burden of demonstrating no genuine issue of material fact
exists. Celotex Corp. v. Catrett, 477 U.S. 317, 323 (1986); Leary v. Daeschner, 349 F.3d 888, 897
(6th Cir. 2003). The Court should view the evidence, including all reasonable inferences, in the
light most favorable to the nonmoving party. Matsushita Elec. Indus. Co., Ltd. v. Zenith Radio
4
The Court’s denial of Defendant’s motion to strike on these grounds does not necessarily
mean that the Court could properly rely on all of the contents of the contested documents when
deciding Defendant’s dispositive motion. Rule 56 provides that a court may rely on materials
presented in a motion for summary judgment so long as the material would be admissible at
trial. See Fed. R. Civ. P. 56(c)(2). Affidavits and declarations used to support a motion for
summary judgment “must be made on personal knowledge, set out facts that would be admissible
in evidence, and show that the affiant or declarant is competent to testify on the matters
stated.” Fed. R. Civ. P. 56(c)(4). Defendant states that portions of evidence should be disregarded
by the Court because of violations of the best evidence rule, Fed. R. Evid. 1001, and the rule
against hearsay, Fed. R. Evid. 802. (Doc. 40 at 5-7.) In the analysis below, the Court bears this
requirement in mind, and addresses any of Defendant’s further evidentiary arguments regarding
Plaintiff’s affidavits and exhibits where they are relevant.
16
Corp., 475 U.S. 574, 587 (1986); Nat’l Satellite Sports, Inc. v. Eliadis Inc., 253 F.3d 900, 907 (6th
Cir. 2001).
To survive a motion for summary judgment, “the non-moving party must go beyond the
pleadings and come forward with specific facts to demonstrate that there is a genuine issue for
trial.” Chao v. Hall Holding Co., Inc., 285 F.3d 415, 424 (6th Cir. 2002). Indeed, a “[plaintiff] is
not entitled to a trial on the basis of mere allegations.” Smith v. City of Chattanooga, No. 1:08cv-63, 2009 WL 3762961, at *2-3 (E.D. Tenn. Nov. 4, 2009) (explaining the court must determine
whether “the record contains sufficient facts and admissible evidence from which a rational jury
could reasonably find in favor of [the] plaintiff”). In addition, should the non-moving party fail to
provide evidence to support an essential element of its case, the movant can meet its burden of
demonstrating no genuine issue of material fact exists by pointing out such failure to the court.
Street v. J.C. Bradford & Co., 886 F.2d 1472, 1479 (6th Cir. 1989).
At summary judgment, the Court’s role is limited to determining whether the case contains
sufficient evidence from which a jury could reasonably find for the non-movant. Anderson v.
Liberty Lobby, Inc., 477 U.S. 242, 248-49 (1986). If the Court concludes a fair-minded jury could
not return a verdict in favor of the non-movant based on the record, the Court should grant
summary judgment. Id. at 251-52; Lansing Dairy, Inc. v. Espy, 39 F.3d 1339, 1347 (6th Cir. 1994).
2.
Factual Scope of Plaintiff’s Claims
Before turning to each of Plaintiff’s individual causes of action, the Court must address the
scope of facts to which those causes of action may apply. Defendant argues Plaintiff’s ADEA and
ADA claims are limited to the facts of Plaintiff’s employment at the Piney Flats store due to the
EEOC charge upon which Plaintiff’s claims are based. (Doc. 28 at 24-25.) Defendant notes that
Plaintiff’s charge only discusses her employment at the Piney Flats store and her alleged
17
mistreatment by Leigh. The charge states that the earliest date of Plaintiff’s discrimination was
December 15, 2015 (Plaintiff’s date of transfer to the Piney Flats store), and Plaintiff left a
checkbox for “continuing action” unchecked. (Doc. 28-2.)
In spite of these aspects of the charge, however, the Court does not agree that it prevents
the Court from considering facts from Plaintiff’s experience at other Walgreen store locations in
light of other materials which were submitted to the EEOC.
Before suing an employer, a plaintiff bringing an action under the ADEA or ADA must
file a charge with the EEOC and receive a right-to-sue letter. See Parry v. Mohawk Motors of
Mich., Inc., 236 F.3d 299, 309 (6th Cir. 2000); Davis v. Sodexho, Cumberland Coll. Cafeteria, 157
F.3d 460, 462-65 (6th Cir. 1998). A Plaintiff’s charge is sufficient if the EEOC is able to “identify
the parties and . . . [if the plaintiff] describe[s] generally the action or practices complained of.”
29 C.F.R. § 1601.12(b). The purpose of filing the charge is to trigger the investigatory and
conciliatory procedures of the EEOC so that the Commission may first attempt to obtain voluntary
compliance with the law. See EEOC v. The Bailey Co., Inc., 563 F.2d 439, 447 (6th Cir. 1977)
(citing Sanchez v. Standard Brands, Inc., 431 F.2d 455, 466 (5th Cir. 1970), cert. denied, 435 U.S.
915 (1978)). In federal court, the plaintiff may present only those claims raised in the EEOC
charge or claims which would be “reasonably expected to grow out of the charge[.]” Cleveland
Branch, N.A.A.C.P. v. City of Parma, Oh., 263 F.3d 513 (6th Cir. 2001).
The Court first notes that this procedural requirement tends to discuss the claims that a
Plaintiff can bring in federal court as a result of their charge, not the facts a court may rely on in
exploring those claims. For example, in a case cited by Defendant, Ang v. Procter & Gamble Co.,
the Court of Appeals for the Sixth Circuit observed that a district court did not clearly err in
concluding that a plaintiff was precluded from bringing a race discrimination claim when his
18
EEOC charge only mentioned national origin discrimination, and when the plaintiff was assisted
by counsel in writing the charge. 932 F.2d at 546-47. Defendant cites no authority for the principle
that courts cannot consider certain facts when analyzing claims which are included in an EEOC
charge. The only case Defendant cites which mentions the date in an EEOC charge is an
unreported district court case which found a hostile work environment claim to be barred for failure
to exhaust administrative remedies. Smith v. Tenn. Dept. of Heath, No. 3-12-0611, 2014 WL
1847839, at *1 (M.D. Tenn. May 8, 2014). In that case, however, the plaintiff’s charge did not
include a claim for a hostile work environment. Id. The court merely noted that, in addition, the
plaintiff’s charge stated a specific date when an adverse employment action had taken place, which
was also inconsistent with a continuing hostile work environment claim. Id.
By contrast, here, Plaintiff’s charge alleges she experienced age discrimination, disability
discrimination, and retaliation, which encompass all of her federal claims before this Court.
Moreover, “[w]hen the EEOC investigation of one charge in fact reveals evidence of a
different type of discrimination against the plaintiff, a lawsuit based on the newly understood claim
will not be barred.” Davis, 157 F.3d at 462-65 (emphasis in original). While this principle is again
concerned with the claims a plaintiff may bring, it stands for the idea that a plaintiff may sue an
employer in federal court on grounds the EEOC has already investigated, regardless of the charge.
This rule makes practical sense, in that it would be illogical to bar a claim based on a plaintiff’s
supposed failure to present it to the EEOC, when, in fact, the EEOC has already investigated the
claim.
Here, Plaintiff has shown that the EEOC had facts before it regarding Plaintiff’s
employment at the State of Franklin and Unaka-Broadway stores. (See Docs. 37-18, 37-18, 3720.) Plaintiff submitted handwritten notes to the EEOC which described her work environment at
19
those stores, and the EEOC stamped the notes with Plaintiff’s EEOC charge number or case
number. (See Docs. 37-18, 37-18, 37-20.) Because the EEOC has already been presented with
those facts during its investigation, the Court does not find that Plaintiff’s claims before this Court
must be limited to facts involving the Piney Flats store. Instead, the Court will consider facts
related to Plaintiff’s experience at all three Walgreen locations when considering her claims of
discrimination.5
In a final effort, Defendant argues that the notes submitted by Plaintiff are out of court
statements which are hearsay, should Plaintiff offer them to prove the truth of the matter asserted.
(Doc. 40 at 7 (citing Fed. R. Evid. 801, 802).) The notes are not hearsay in this context because
Plaintiff is offering them to prove notice to the EEOC, as well as the scope of the EEOC’s
investigation, not the truth of the matters asserted therein.
While the Court has rejected the legal basis for Defendant’s multiple efforts to cut down
the factual scope of Plaintiff’s case, the Court notes that Plaintiff’s arguments regarding those facts
are difficult to parse. Plaintiff’s twenty-five-page response brief is devoid of the use of headings
until page twenty-two, and consists primarily of a restatement of the facts as understood by
Plaintiff, untethered to legal argument regarding specific theories of discrimination. (See Doc.
34.) Because of the length of time Plaintiff worked for Defendant, the record is sprawling.
Plaintiff’s affidavit itself spans one-hundred fifty-four numbered paragraphs. (See Doc. 37 at 1
5
The Court also notes that this finding is consistent with precedent which tends to liberally
interpret plaintiffs’ EEOC charges due to matters of policy. Davis, 157 F.3d at 462-65. Because
such charges are frequently filed by lay complainants, courts have observed that plaintiffs should
not be later barred by any failure to attach the correct legal conclusion to a claim, to conform to
procedural technicalities, or to include exact wording, so long as the claims brought in district
court would have been “reasonably expected to grow out of the charge.” Davis, 157 F.3d at 46265; Ang v. Procter & Gamble Co., 932 F.2d 540, 546 (6th Cir. 1991) (“Courts require this broad
reading of the charge because most Title VII claimants are unschooled in the technicalities of the
law and proceed without counsel.”).
20
45.) In addition, Plaintiff seems to concede that she “is not claiming that she is entitled to recover
damages for the earlier years during which Burleson tormented her at the State of Franklin Road
Walgreen store. She is insisting that the Court and jury should consider these earlier gender-based
hostile episodes as evidence of Burleson’s continuing malicious intent. . .” (Doc. 34 at 4.) Because
of this, the Court considers these facts only in relation to Plaintiff’s hostile work environment and
sex discrimination claims. The Court also remains mindful it is “not required to search the entire
record to establish that it is bereft of a genuine issue of material fact.” Emerson v. Novartis Pharm.
Corp., 446 F. App’x 733, 736 (6th Cir. 2011) (internal quotations marks omitted). Instead, the
Court focuses on those facts which Plaintiff most clearly ties to legal argument.
3.
Age Discrimination Claims
A.
Unlawful Termination
The ADEA “prohibits an employer from taking an adverse employment action against an
employee because of that employee’s age.”6 Marsh v. E. Associated Estates Realty, 521 F. App’x
460, 465 (6th Cir. 2013) (citing 29 U.S.C. § 623(a)). A “plaintiff must prove by a preponderance
of the evidence (which may be direct or circumstantial), that age was the ‘but-for’ cause of the
challenged employer decision.” Id. at 466 (quoting Gross v. FBL Fin. Servs., Inc., 557 U.S. 167,
177 (2009)); see also Wexler v. White’s Fine Furniture, Inc., 317 F.3d 564, 570 (6th Cir. 2003)
(“A plaintiff may establish a claim under the ADEA by offering either direct or circumstantial
evidence of age discrimination.”). If inferences are required in order to conclude that the
challenged employment action violated the ADEA, the evidence is classified as circumstantial,
and the plaintiff must satisfy the McDonnell Douglas framework in order to establish an ADEA
6
The same analysis is applicable to Plaintiff’s THRA age discrimination claim. Newsom
v. Textron Aerostructures, a div. of Avco, Inc., 924 S.W.2d 87, 96 (Tenn. Ct. App. 1995) (applying
the ADEA framework to an age discrimination claim under the THRA).
21
violation. Marsh, 521 F. App’x at 456; see McDonnell Douglas Corp. v. Green, 411 U.S. 792
(1973).
Because Plaintiff does not argue that she has direct evidence of age discrimination, the
Court will analyze Plaintiff’s claim under the McDonnell Douglas framework. (See Doc. 34.)
Under such analysis, a plaintiff may establish a prima facie case of age discrimination by
showing: (1) she was at least forty years old at the time of the alleged discrimination; (2) she
suffered an adverse employment action; (3) she was qualified for the position she held; and (4) she
was either replaced by a younger worker or treated differently than similarly situated individuals.
Mickey v. Zeidler Tool & Die Co., 516 F.3d 516, 521 (6th Cir. 2008); Smith v. Wrigley Mfg. Co.,
LLC, No. 18-5397, 2018 WL 5096379, at *2-3 (6th Cir. Oct. 18, 2018). If the plaintiff makes this
showing, “the burden of production shifts to the defendant to articulate a nondiscriminatory reason
for its action.” Harris v. Metro. Gov’t of Nashville & Davidson Cty., Tenn., 594 F.3d 476, 485
(6th Cir. 2010). If the defendant meets the burden of showing a nondiscriminatory reason for its
action, then “the burden of production shifts back to the plaintiff to show that the [defendant’s]
proffered reason was mere pretext for intentional age discrimination.” Id.
The parties dispute whether Plaintiff can prove her prima facie case of age discrimination
particularly in regard to the fourth prong—whether she was replaced by a younger worker or
received different treatment than similarly situated individuals. (Doc. 28 at 13.) The Court
concludes that Plaintiff cannot make this showing.
Defendant has presented evidence, through the affidavit of Robert Leigh, that it did not
post Plaintiff’s position, seek applicants for the position, or hire anyone to replace Plaintiff. (Doc.
29 ¶¶ 26-27.) Instead, other employees at the Piney Flats store assumed Plaintiff’s job duties. (Id.
¶ 28.) Approximately five months after Plaintiff’s termination, Samuel St. John, a male shift lead
22
at another Walgreen location, approached Leigh and requested transfer to the Piney Flats store due
to personal issues he was having at the other location, and Leigh “did not deny” the request for
transfer. (Id. ¶¶ 29-30.) In response to this evidence, Plaintiff argues that Leigh’s affidavit
indicates that Plaintiff “was actually replaced five months after her discharge by the younger
Samuel St. John who transferred to the Piney Flats store from another Walgreen store in the area.”
(Doc. 34 at 2.) Plaintiff otherwise presents no evidence rebutting the factual accuracy of Leigh’s
recounting of the events which took place after Plaintiff’s termination.
According to the legal standard for “replacement,” a “person is not replaced when another
employee is assigned to perform the plaintiff’s duties in addition to other duties, or when the work
is redistributed among other existing employees already performing related work. A person is
replaced only when another employee is hired or reassigned to perform the plaintiff’s duties.” See
Barnes v. GenCorp Inc., 896 F.2d 1457, 1465 (6th Cir. 1990) (citing Sahadi v. Reynolds
Chem., 636 F.2d 1116, 1117 (6th Cir. 1980)); see also Grosjean v. First Energy Corp., 349 F.3d
332, 335-36 (6th Cir. 2003); Lilley v. BTM Corp., 958 F.2d 746, 752 (6th Cir. 1992) (“Spreading
the former duties of a terminated employee among the remaining employees does not constitute
replacement”); Godfredson v. Hess & Clark, 173 F.3d 365, 372-73 (6th Cir. 1999). Because
Plaintiff’s work was redistributed to other workers for five months, and because Leigh was solely
passive in accepting a request for transfer by St. John five months after Plaintiff’s termination, the
Court finds that Plaintiff was not replaced by a younger worker, nor were her job duties reassigned
to St. John such that they can be ascribed to Defendant’s initiative.
Plaintiff alternatively tries to make out a prima facie case for age discrimination by arguing
that she was treated less favorably than Shift Lead Chris Wolfe, a “substantially younger”
employee. (Doc. 34 at 2.)
23
“[A] plaintiff may make out a prima facie case by showing ‘that a comparable nonprotected person was treated better.’” Parries v. Makino, Inc., 148 F. App’x 291, 296 (6th Cir.
2005) (quoting Mitchell v. Toledo Hosp., 964 F.2d 577, 582-83 (6th Cir. 1992)). But, to establish
a disparate treatment claim, the plaintiff must show that she was similarly situated in all relevant
respects to the comparable worker. Id. “In a discriminatory discipline or firing context, ‘similarlysituated’ means that ‘the individuals with whom the plaintiff seeks to compare his/her treatment
must have dealt with the same supervisor, have been subject to the same standards and have
engaged in the same conduct without such differentiating or mitigating circumstances that would
distinguish their conduct or the employer’s treatment of them for it.” Id. (quoting Mitchell, 964
F.2d at 583). Any misconduct must be of comparable seriousness. See id.
The Court finds that Plaintiff did not engage in misconduct of comparable seriousness to
Chris Wolfe—she engaged in more serious misconduct, such that she cannot argue Wolfe was a
comparable worker to herself. Taking the evidence in the light most favorable to Plaintiff, Plaintiff
experienced initial performance issues when starting work at the Piney Flats store, such as failing
to complete a smart-count in early March 2016. (Docs. 28-11 at 4; 29 ¶¶ 4-7.) On two occasions
in March, Leigh met with Plaintiff to recap prior work days because a sufficient amount of work
had not been completed by Plaintiff. (Doc. 28-11 at 4-5.) By June 2016, Plaintiff was continuing
to have problems complying with overtime policy, and had clocked overtime in each of the last
three pay periods. (Id.) In April 2016, Leigh began assigning self-improvement articles for
Plaintiff to read, and directed her to write one-page summaries. (Id.) Leigh noted that the
summaries were submitted late on multiple occasions. (Id.)
On June 7, 2016, Leigh and Lunsik met with Plaintiff and placed her on a Performance
Improvement Plan (“PIP”). The written PIP reflects that Leigh believed Plaintiff needed to show
24
significant improvement in people leadership, operations and business leadership, and functional
competency. (Doc. 28-11 at 3.) In Defendant’s view, Plaintiff continued to have performance
issues, such as the further late completion of essay summaries of assigned improvement articles,
late or incomplete posting of cigarette and liquor inventory, problems with communication, and
problems with team member engagement, among others. (Doc. 28-11 at 13-14.) Leigh’s email to
Michelle Stevens regarding Plaintiff’s potential termination noted that Leigh had seen “very little
improvement” in Plaintiff’s performance, and that several of her essay assignments had been
turned in late. (Doc. 37-16.)
Plaintiff submits that her essay commentaries were “usually not late.” (Doc. 37 ¶ 106.)
But even viewing that evidence in the light most favorable to Plaintiff, her use of a modifier
indicates that there were some occasions when her essay summaries were late. (Doc. 37 ¶ 106.)
Moreover, Plaintiff does not submit evidence contesting her initial performance shortcomings at
the Piney Flats location, but refers to them as “alleged,” and states that she was “upset by the
unexpected assault” on her pre-hospitalization performance when Leigh gave her a verbal warning
concerning it. (Doc. 37 ¶ 66.) Plaintiff also does not submit evidence disputing that she had
problems with complying with the Walgreen overtime policy, or that she failed to complete the
liquor inventory, for instance. (Doc. 37 ¶ 114.) Plaintiff states that she was having difficulty
getting all of her work done each day. (Id. ¶ 119.)7
7
The Court agrees with an argument by Defendant that much of what Plaintiff presents are
her own subjective theories about how she believes she was unfairly targeted by Defendant on
these grounds. See Mitchell v. Toledo Hosp., 964 F.2d 577, 585 (6th Cir. 1992) (discussing
“rumors, conclusory allegations and subjective beliefs which are wholly insufficient evidence to
establish a claim of discrimination as a matter of law”); see also McDonald v. Union Camp Corp.,
898 F.2d 1155, 1160 (6th Cir. 1990) (no material issue of fact is raised regarding the quality of an
employee’s work by the employee’s challenging of the judgment of his or her supervisors). For
instance, Plaintiff presents no evidence that the side door of the Piney Flats store was left unlocked
in order to test her as an employee; that is her own subjective theory about the situation. Similarly,
25
In contrast to Plaintiff’s deficiencies, Wolfe could not complete all tasks on the shift lead
checklist (Doc. 37-15), would leave the store’s shelves in a mess (Doc. 37 ¶ 120), and, on one
occasion, he left the store’s safe open (Doc. 37 ¶ 98). These deficiencies are not the same pervasive
issues Plaintiff had with performing satisfactory work and meeting expectations in several
different categories of her job description, followed by a later failure to meet expectations as set
forth in her PIP. See Wright v. Murray Guard, Inc., 455 F.3d 702, 710 (6th Cir. 2006) (“Wright
cannot be considered similarly situated to Bradley for the purposes of discipline because they
engaged in different conduct, and the differences in their conduct are relevant”). Accordingly,
Wolfe cannot be considered as a similarly situated employee compared to Plaintiff. And because
Plaintiff has not established that she was replaced by a younger worker or treated differently than
a similarly situated individual, she has not presented a prima facie case for her ADEA claim.8 See
Mickey, 516 F.3d at 521.
While this analysis could end the Court’s inquiry, Plaintiff responds by citing cases within
the Sixth Circuit indicating that a mechanistic application of McDonnell Douglas is not
appropriate. (Doc. 34 at 1-2; see also Wanger v. G.A. Gray Co., 872 F.2d 142, 144 (6th Cir.
1989).) In the greater context of an ADEA claim, however, a plaintiff must present evidence
Plaintiff presents no evidence that Lunsik had her work longer hours in the pharmacy in order to
attempt to delay her from her shift lead duties; that is, again, her own subjective theory.
8
Plaintiff also seems to assert that she was treated less favorably than Cathleen Bradshaw,
the female shift lead at the Piney Flats store who was transferred to the Boone’s Creek store to fill
a vacancy which Plaintiff had requested to fill herself. (Doc. 37 ¶ 58.) However, the denial of
Plaintiff’s request for transfer to a specific store location is not an adverse employment action in
and of itself. See Sherman v. Chrysler Corp., 47 F. App’x 716, 722 (6th Cir. 2002) (“The positions
into which he was seeking to transfer involved similar duties, title, pay, and conditions of work
and the denial of those transfers did not, therefore, constitute adverse employment actions.”).
Bradshaw was otherwise not similarly situated as Plaintiff, in so far as she worked for a different
supervisor than Leigh after her transfer. Parries, 148 F. App’x at 296.
26
indicating that her termination was pretextual and that age discrimination was the true, “but for”
cause of her employer’s decision. Gross v. FBL Fin. Servs., Inc., 557 U.S. 167, 177 (2009); accord
Trapp, 485 F. App’x at 761 (“Even if Trapp had presented evidence refuting TSS’s stated reasons,
he produced little evidence pointing to age as the real reason for his discharge.”). Here, however,
the record is practically devoid of circumstantial evidence of age discrimination.
Plaintiff points to being called “slow” by Leigh as evidence of age discrimination, but that
comment is ambiguous at best because it is not strongly correlated with age, but could constitute
a critique of Plaintiff’s ability to complete tasks during her shift. See Phelps v. Yale Sec., Inc., 986
F.2d 1020, 1025-26 (6th Cir. 1993) (“isolated and ambiguous comments ‘are too abstract, in
addition to being irrelevant and prejudicial, to support a finding of age discrimination . . .’”
(quoting Gagné v. Nw. Nat’l Ins. Co., 881 F.2d 309, 314 (6th Cir. 1989)); see also Trapp, 485 F.
App’x at 761 (reference to another employee as “old and inflexible” was isolated and insufficient
to satisfy burden of production on pretext).9 Viewing the evidence in the light most favorable to
Plaintiff, the Court does not find that she has “come forward with specific facts to demonstrate”
that age discrimination was the “but for” cause for her termination. Chao, 285 F.3d at 424.
The Court will GRANT Defendant’s motion for summary judgment (Doc. 27) as to
Plaintiff’s claims for age discrimination under the ADEA and THRA.
B.
Hostile Work Environment due to Age-Based Harassment
Because of the lack of evidence regarding age-based harassment, the Court also finds that
Plaintiff has failed to establish a hostile work environment claim under the ADEA. See Scola v.
9
It is also notable that during the numerous occasions on which Plaintiff complained to
superiors at Walgreen about being treated unfairly, she never mentioned that she believed it was
because she was older. (Doc. 28 at 15.) And when Plaintiff was asked in her deposition as to why
she believed Leigh was biased against her due to age, she responded that she did not know, but
that it was the way she felt. (Id. at 18-19.)
27
Publix Super Markets, Inc., 902 F. Supp. 2d 1083, 1096-97 (E.D. Tenn. 2012), aff’d in part sub
nom. Scola v. Publix Supermarkets, Inc., 557 F. App’x 458 (6th Cir. 2014).
In order to establish a hostile work environment claim founded on age-based harassment,
Plaintiff would have to show that the harassment had the effect of unreasonably interfering with
her work performance, and created an objectively intimidating, hostile, or offensive work
environment, among other elements. See id. In determining whether this element is met, “the
court can look to see whether [the workplace] is permeated with discriminatory intimidation,
ridicule, and insult, that is sufficiently severe or pervasive to alter the conditions of the victim’s
employment and create an abusive working environment.” Id. (quoting Harris v. Forklift Sys.,
Inc., 510 U.S. 17, 21 (1993) (internal quotation marks omitted)). Plaintiff has not come forward
with facts showing she was subjected to the sort of age-based harassment which would merit relief
under this standard. See Crawford v. Medina Gen. Hosp., 96 F.3d 830, 836 (6th Cir. 1996)
(“plaintiff has virtually no evidence that the ‘harassment’ of which she complains was in any way
based on her age”); Scola, 557 F. App’x at 471-72 (“old lady” comments, standing alone, cannot
reasonably have created an age-based hostile work environment).
The Court will GRANT Defendant’s motion for summary judgment (Doc. 27) as to
Plaintiff’s claim that she was subject to a hostile work environment due to age-based harassment
under the ADEA.
C.
ADEA Retaliation
Plaintiff brings claims for retaliation “premised on her repeated objections to the
continuing hostile work environment and her announced participation in the EEOC reporting
process.” (Doc. 34 at 25.)
28
The anti-retaliation provision of the ADEA provides: “It shall be unlawful for an employer
to discriminate against any of his employees . . . because such individual, member or applicant for
membership has opposed any practice made unlawful by this section, or because such individual,
member or applicant for membership has made a charge, testified, assisted, or participated in any
manner in an investigation, proceeding, or litigation under this chapter.” 29 U.S.C. § 623(d). “A
plaintiff in a Title VII or ADEA action may establish retaliation either by introducing direct
evidence of retaliation or by proffering circumstantial evidence that would support an inference
of retaliation.” Imwalle v. Reliance Med. Prod., Inc., 515 F.3d 531, 543 (6th Cir. 2008). Because
Plaintiff has no direct evidence that Defendant terminated or subjected her to an adverse
employment action due to protected activity, Plaintiff’s retaliation claim is examined under the
McDonnell Douglas burden shifting framework. See id.
In order to state a prima facie case of retaliation under the ADEA, a plaintiff must show:
(1) that she engaged in protected activity; (2) that the defendant had knowledge of her protected
conduct; (3) that the defendant took an adverse employment action towards her; and (4) that there
was a causal connection between the protected activity and the adverse employment action. Fox
v. Eagle Distrib. Co., 510 F.3d 587, 591 (6th Cir. 2007); Weigel v. Baptist Hosp. of E. Tenn., 302
F.3d 367, 381 (6th Cir. 2002). As to the first element, “protected activity may include either
participation in any proceeding under the ADEA (the so-called ‘participation clause’)
or opposition to a practice declared discriminatory under the ADEA (the ‘opposition clause’).”
Speck v. City of Memphis, 594 F. Supp. 2d 905, 923 (W.D. Tenn. 2009), aff’d, 370 F. App’x 622
(6th Cir. 2010). The Sixth Circuit has observed that “the burden of establishing a prima facie case
in a retaliation action is not onerous, but one easily met.” Nguyen v. City of Cleveland, 229 F.3d
559, 563 (6th Cir. 2000).
29
First, Plaintiff engaged in protected activity under the participation clause when she came
in contact with the EEOC regarding alleged harassment in June 2016.10 (Doc. 37 at 30 ¶ 100.)
Second, Defendant had knowledge of Plaintiff’s protected conduct, as Plaintiff stated that she told
District Manager McCollum and a Walgreen hotline complaint representative about the charge.
(Id. ¶¶ 100-01.) Leigh also told Plaintiff that he did not care if Plaintiff “turned him in” to the
EEOC, indicating his awareness of her participation in filing a charge. (Id. ¶ 102.) Third, Plaintiff
was subject to an adverse employment action when she was terminated on August 24, 2016. (Id.
¶ 140.) And as to the fourth and final element, Plaintiff argues that the temporal proximity between
her telling Defendant in June and July of 2016 about her EEOC communications, followed by her
termination in August 2016, creates an inference of discrimination. (Doc. 34 at 25.)
“The law is clear that temporal proximity, standing alone, is insufficient to establish a
causal connection for a retaliation claim.” Tuttle v. Metro. Gov’t of Nashville, 474 F.3d 307, 321
(6th Cir. 2007). However, there are “circumstances where temporal proximity, considered with
other evidence of retaliatory conduct would be sufficient to establish a causal connection.” Id.
Viewing the factual timeline in the light most favorable to Plaintiff, Plaintiff told Defendant
about her EEOC communications on June 17, 2016. (Doc. 37 ¶ 100.) Then on June 26, 2017,
Leigh advanced the date upon which Plaintiff had to turn in a self-improvement essay as part of
her PIP. (Id. ¶ 103.) On July 19, 2016, Leigh emailed Michelle Stephens in Walgreen’s Human
Resources Department inquiring whether Plaintiff could be terminated based on late essay
submissions.
(Doc. 37-16.) On July 25, 2016, Leigh told Plaintiff that he was considering
10
Without further explanation, Defendant attempts to incorrectly confine Plaintiff’s
retaliation claim by stating, “Plaintiff’s retaliation clause falls within the ‘opposition’ clause.”
(Doc. 28 at 15.) Plaintiff later clarifies that her claim is also based on “announced participation in
the EEOC reporting process.” (Doc. 34 at 25.)
30
discharging her in thirty days because Plaintiff’s last two essay assignments had been late. (Id.
¶ 123.) Plaintiff was terminated less than one month later. (Id. ¶ 140.) Thus, in addition to the
temporal proximity between her EEOC participation and termination, intervening developments
indicate Leigh may have retaliated against Plaintiff by unfairly ramping up the essay requirements
within her PIP. The Court finds Plaintiff has presented a sufficient causal connection between her
protected activity and the adverse employment action for purposes of establishing a prima facie
case of retaliation. See Tuttle, 474 F.3d at 321 (termination three months after filing EEOC
complaint plus intervening verbal threats sufficient to establish causal connection).
Because Plaintiff has pointed to facts supporting a prima facie case for retaliation, the
burden shifts to Defendant to produce evidence of a legitimate, nondiscriminatory reason for its
actions. Imwalle, 515 F.3d at 544. Defendant has met this burden, as a failure to perform
satisfactory work and meet expectations, followed by a later failure to meet reasonable
expectations as set forth in a PIP, are legitimate, nondiscriminatory reasons for an employee’s
termination. See Tennial v. United Parcel Serv., Inc., 840 F. 3d 292, 303 (6th Cir. 2016); Webb v.
ServiceMaster BSC LLC, 438 F. App’x 451, 454 (6th Cir. 2016); Jones v. St. Jude Med. S.C., Inc.,
823 F. Supp. 2d 699, 732 (S.D. Ohio 2001), aff’d, 504 F. App’x 473 (6th Cir. 2012).
Plaintiff must then demonstrate by a preponderance of the evidence that the legitimate
reason offered by Defendant was not its true reason, but instead was a pretext designed to mask
retaliation. Imwalle, 515 F.3d at 544. “Pretext is a commonsense inquiry: did the employer fire
the employee for the stated reason or not?” Chen v. Dow Chem. Co., 580 F.3d 394, 402 n.4 (6th
Cir. 2009). “This requires a court to ask whether the plaintiff has produced evidence that casts
doubt on the employer’s explanation, and, if so, how strong it is.” Id. A plaintiff may establish
pretext by showing that an employer’s proffered reasons (1) have no basis in fact; (2) did not
31
actually motivate the action; or (3) were insufficient to warrant the action. Seeger v. Cincinnati
Bell Tel. Co., LLC, 681 F.3d 274, 285 (6th Cir. 2012).
Plaintiff attacks Leigh’s stated reason for her termination through evidence indicating that
Leigh aimed to ensure Plaintiff would not successfully complete the essay assignments required
by her PIP. In doing so, Plaintiff suggests that Leigh was attempting to establish a reason to
terminate her which did not actually motivate the action.
Plaintiff has testified that her work assignments made it impossible to complete the reading
and written essay assignments on time, that she was not given any time at work to complete the
assignments, and that Leigh unexpectedly advanced the due date on one of the assignments. (Doc.
37 ¶¶ 103, 107.) Plaintiff also believed that the articles and essay commentaries were not related
to her job duties. (Id. ¶ 79.)
Because one of Leigh’s main concerns was that Plaintiff did not work fast enough or
complete enough work, assigning further work which required reading and writing beyond
Plaintiff’s general duties may have been a questionable management strategy under the
circumstances.
Most managers would likely anticipate that Plaintiff would not be able to
successfully take on additional assignments, and if the reading and writing was unrelated to her
general job duties, the assignments would not help her with her tasks. Thus, there appears to be a
legitimate question as to whether Plaintiff’s PIP was truly aimed at performance “improvement.”
Plaintiff also submits an affidavit of Winston Ritchey, a store manager for Walgreen from
2005 to 2017. (Doc. 36 ¶ 2.) He states that Walgreen store managers “were not authorized to
required [sic] any employee to read any type of performance-improving or life improvement
articles at home” or “while off the clock.” (Id. ¶ 15.) He also states that Walgreen had a “GROW
program which consisted of structured counseling,” but that “[p]er Walgreen policy, the manager
32
could not arbitrarily direct the participating employee which books or articles to read and could
not require the employee to write commentaries on them.” (Id. ¶ 16.) In addition, he comments
that, “any PIP assigned reading” was required to “be relevant to the employee’s actual job duties
and to the performance deficiencies which had been noted on the employee’s recent performance
evaluation.” (Id. ¶ 19.) These facts suggest Leigh did not follow Walgreen policy, which further
indicates that Plaintiff’s PIP requirements may have been unfairly designed to set Plaintiff up for
termination.
While Defendant states that Leigh had successfully used the essay assignments when
managing a male pharmacist, Plaintiff’s position as a shift lead had different job duties and
expectations. The Court, considering the facts in the light most favorable to Plaintiff, must credit
her testimony that the assignments did not relate to her job duties or help her with her job. (See
Doc. 37 ¶ 79.)
The Court finds there is a material dispute of fact as to whether Plaintiff’s failure to
successfully complete the PIP, particularly in regard to Leigh’s focus on her failure to complete
additional essay assignments on top of her workload, was the true motivation for her termination.
The Court will DENY Defendant’s motion for summary judgment (Doc. 27) as to
Plaintiff’s ADEA retaliation claim. Because “[r]etaliation claims under the THRA follow federal
law,” Wade v. Automation Pers. Servs., Inc., 612 F. Appx. 291, 300 (6th Cir. 2015), and, “a
retaliation claim under both statutes follows the same analysis,” Arendale v. City of Memphis, 519
F.3d 587, 606 (6th Cir. 2008), the Court will DENY Defendant’s motion for summary judgment
(Doc. 27) as to Plaintiff’s retaliation claim under the THRA. See also Phillips v. Interstate Hotels
Corp., 974 S.W.2d 680, 683 (Tenn. 1998) (“Although the language differs slightly, it is clear that
the legislature intended the THRA to be coextensive with federal law.”).
33
4.
Sex-Based Discrimination Claims
A.
Wrongful Termination
While Plaintiff does not assert a claim under Title VII of the Civil Rights Act of 1964
(“Title VII”), sex discrimination claims brought pursuant to the THRA are evaluated in the same
manner as a federal Title VII claim. See Sybrandt v. Home Depot, U.S.A., Inc., 560 F.3d 553, 557
(6th Cir. 2009); Battle v. Haywood Cty. Bd. of Educ., 488 F. App’x 981, 986 (6th Cir. 2012).
Direct or circumstantial evidence may be used to establish a claim of sex discrimination. See
Sybrandt, 560 F.3d at 557. As with Plaintiff’s ADEA claim, Plaintiff does not bring any direct
evidence indicating that she was terminated on the basis of her sex, and any “[c]ircumstantial
evidence of sex discrimination is analyzed under the burden shifting framework” set forth in
McDonnell Douglas. See id. To establish a prima facie case of sex discrimination under the
McDonnell Douglas framework, Plaintiff must show that: “(1) she was a member of a protected
class; (2) she suffered an adverse employment action; (3) she was qualified for the position; and
(4) she was replaced by someone outside the protected class or was treated differently than
similarly-situated, non-protected employees.” Collins v. Memphis Goodwill Indus., Inc., 489 F.
App’x 901, 907 (6th Cir. 2012) (internal quotation marks omitted).
For the reasons described above, the Court finds that Plaintiff cannot establish the fourth
prong of a prima facie case of sex discrimination under the THRA—she was not “replaced” by
someone outside the protected class, or treated differently than a similarly-situated, non-protected
employee. Viewing the evidence beyond the technicalities of the McDonnell Douglas framework,
the Court also finds an absence of facts which would indicate Plaintiff was terminated by Leigh
because of her gender. See Frizzell v. Sw. Motor Freight, 154 F.3d 641, 647 (6th Cir. 1998)
(plaintiff can also avoid summary judgment by producing evidence that the defendant treated the
34
plaintiff worse because of her gender, that is, evidence that tends to establish intentional
discrimination). When asked why Plaintiff believed Leigh was biased against her because of her
gender, she stated that she did not know why, but that it was the way she “feels.” (Doc. 28-1 at
181-82.) Plaintiff also stated that Leigh never made any negative comments towards her regarding
her sex. (Id. at 308.)
The Court will GRANT Defendant’s motion for summary judgment (Doc. 27) as to
Plaintiff’s THRA sex discrimination claim.
B.
Hostile Work Environment on Sex-Based Harassment
Plaintiff also appears to bring a sex-based harassment hostile work environment claim
pursuant to the THRA. (See Doc. 25 ¶ 2.)
The THRA has a one-year statute of limitations period. See Tenn. Code Ann. § 4-21311(d). A plaintiff must allege a specific incident of sex-based harassment which occurred within
this limitations period in order to bring a sex-based harassment hostile work environment claim
under the THRA. See Jones v. City of Franklin, 309 F. App’x 938, 944 (6th Cir. 2009).
Plaintiff’s termination fell within the one-year statute of limitations by one day. (See Docs.
1 (filed August 23, 2017), 25 at 10, ¶ 25 (Plaintiff terminated August 24, 2016).) The Court has
concluded above, however, that Plaintiff has not alleged facts indicating she was terminated on the
basis of her sex. And because Plaintiff has not otherwise alleged a specific incident of harassment
which occurred within the one-year time period for filing suit, Plaintiff’s sex-based hostile work
environment THRA claim is time-barred. See Jones, 309 F. App’x at 944 (plaintiffs identified “no
specific facts probative of a hostile work environment that occurred during the year that preceded
the filing of their complaints,” so claim was time-barred); Brown v. City of Springhill, No. 01:060098, 2008 WL 974729 at *4 (M.D. Tenn. April 8, 2008) (where plaintiff’s allegations concerning
35
a hostile work environment consist of facts that occurred more than one year before the filing of
the complaint, such a claim is time-barred).
The continuing-violations doctrine, which tolls a limitations period when an employer’s
conduct represents an ongoing unlawful employment practice, does not change this result. Plaintiff
must still allege she suffered a specific discriminatory act within the applicable limitations period
in order to rely on the continuing-violations doctrine. See Pittman v. Spectrum Health Sys., 612
F. App’x 810, 813 (6th Cir. 2015). She has not done so.
The Court will GRANT Defendant’s motion for summary judgment (Doc. 27) as to
Plaintiff’s THRA sex-based discrimination hostile work environment claim.
5.
Disability Discrimination Claims
The ADA prohibits discrimination by covered entities “against a qualified individual with
a disability because of the disability of such individual in regard to job application procedures, the
hiring, advancement, or discharge of employees, employee compensation, job training, and other
terms, conditions, and privileges of employment.” 42 U.S.C. § 12112(a).
While Defendant initially made arguments under an assumption that Plaintiff advanced a
theory of disability discrimination based upon unlawful termination, Plaintiff responded by stating
that her ADA claims are “based upon Leigh’s deliberately violating Walgreen policy by assigning
her to perform physically dangerous lifting and climbing duties (having to move the 50 pound
boxes of liquid detergent improperly stored above shoulder height and having to unload the
delivery truck by herself) even though Leigh knew the plaintiff had a serious heart condition which
had recently required hospitalization and that she was a cancer survivor.” (Doc. 34 at 25.) Plaintiff
then states, “Leigh’s abusing the plaintiff because of her ADA disabilities is part of his illegal
continuing hostile work environment.” (Id. (citing Fox v. Gen. Motors Corp., 247 F.3d 169 (4th
36
Cir. 2001) (holding, as a matter of first impression in the Fourth Circuit, that a cause of action for
a hostile work environment is cognizable under the ADA)).) The Court thus considers Plaintiff’s
arguments concerning disability discrimination under the hostile-work environment legal
framework.
A.
Hostile Work Environment on Disability-Based Harassment
In order to bring a disability-based hostile-work environment claim, a plaintiff must show
(1) she was a member of the protected class, that is, she was disabled; (2) she was subject to
unwelcome harassment; (3) the harassment was based on her disability; (4) the harassment had the
effect of unreasonably interfering with her work performance by creating an intimidating, hostile
or offensive work environment; and (5) the existence of liability on the part of the defendant. See
Gentry v. Summit Behavioral Healthcare, 197 F. App’x 434, 437-38 (6th Cir. 2006). The Sixth
Circuit has also observed that, “[t]he standard for ADA hostile work environment claims tracks
that used for hostile work environment sexual harassment claims.” Coulson v. The Goodyear Tire
& Rubber Co., 31 F. App’x 851, 858 (6th Cir. 2002); Clark v. Whirlpool Corp., 252 F. Supp. 2d
528, 538 (N.D. Ohio 2003), aff’d, 109 F. App’x 750 (6th Cir. 2004). The hostile work environment
standard as set forth by the Supreme Court states that “the workplace must be permeated with
‘discriminatory intimidation, ridicule and insult’ that is ‘sufficiently severe and pervasive as to
alter the conditions of the victim’s employment and create an abusive working environment.’” Id.
(quoting Harris v. Forklift Sys. Inc., 510 U.S. 17, 21 (1993)). “Moreover, the purported harassment
must be ‘because of the employee’s protected status.’” Cannon v. Univ. of Tennessee, No. 3:15CV-576, 2017 WL 2189565, at *13 (E.D. Tenn. May 17, 2017) (quoting Michael v. Caterpillar
Fin. Servs. Corp., 496 F.3d 584, 600 (6th Cir. 2007)); Plautz v. Potter, 156 F. App’x 812, 819 (6th
37
Cir. 2005) (“[t]here is no evidence that [plaintiff] was ridiculed or insulted because of his medical
condition”).
Under these standards, the Court finds Plaintiff was not subjected to any actionable
harassment based on disability. Plaintiff points to the fact that Leigh required her to move heavy
boxes filled with liquid detergent, and to unload delivery trucks by herself. The duties of Plaintiff’s
job position, however, included “overhead reaching/lifting,” “climbing,” “climbing ladders,”
“lift/carry up to 60# freq.,” and “over 60# occas. Heavy Work,” among others. (Doc. 37-11 at 4.)
Plaintiff has presented no evidence that she was on light or restricted duty, and Leigh indicated
that the store would not be able to accommodate a light-or restricted-duty shift lead. (See id.) As
a result, assuming Plaintiff had a disability for purposes of the ADA, Plaintiff was not subject to
“harassment” based on her disability by being required to perform lifting as described in her job
duties. The fact that Plaintiff was required to perform the task of bringing the jugs down on a
second occasion after they had been replaced does not change the Court’s conclusion. (See Doc.
37 at ¶¶ 74-75.) Plaintiff’s workplace was not “permeated” with “ridicule and insult” that was
“severe and pervasive” such that it created an “abusive working environment” because of her
disability. Harris, 510 U.S. at 21.
The Court will GRANT Defendant’s motion for summary judgment (Doc. 27) as to
Plaintiff’s disability discrimination claim.
B.
ADA Retaliation
The ADA provides: “[n]o person shall discriminate against any individual because such
individual has opposed any act or practice made unlawful by this chapter or because such
individual made a charge, testified, assisted, or participated in any manner in an investigation,
proceeding, or hearing under this chapter.” 42 U.S.C. § 12203(a). “The anti-retaliation provisions
38
of the ADA and the ADEA are nearly identical to each other . . . [t]hus the ‘precedent interpreting
any one of these statutes is equally relevant to interpretation of the others.’” Thompson v. N. Am.
Stainless, LP, 520 F.3d 644, 653 (6th Cir. 2008), rev’d and remanded on other grounds, 562 U.S.
170 (2011) (quoting Fogleman v. Mercy Hosp., 283 F.3d 561, 537 (3d Cir. 2002)). Because the
Court has already concluded the record in this case contains sufficient evidence from which a jury
could reasonably find for Plaintiff on her ADEA retaliation claim, and because Plaintiff’s protected
activity—filing an EEOC charge—also contained a claim under the ADA, the Court will DENY
Defendant’s motion for summary judgment (Doc. 27) as to Plaintiff’s ADA retaliation claim.
III.
CONCLUSION
Having assessed the arguments before it, the Court will DENY Defendant’s motion to
strike (Doc. 40) and GRANT IN PART and DENY IN PART Defendant’s motion for summary
judgment (Doc. 27).
The Court will GRANT the motion for summary judgment as to Plaintiff’s claims for age
discrimination and maintaining a hostile work environment under the ADEA; for sex
discrimination, age discrimination, and through maintaining a hostile work environment under the
THRA for sex-based harassment; and for disability discrimination, and through maintaining a
hostile work environment under the ADA. The Court will DENY the motion as to Plaintiff’s
claims for retaliation under the ADEA, the THRA, and the ADA.
An Order Will Enter.
/s/
CURTIS L. COLLIER
UNITED STATES DISTRICT JUDGE
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