DocketNumber: 9610-07813; CA A99826
Citation Numbers: 6 P.3d 531, 167 Or. App. 425, 11 Am. Disabilities Cas. (BNA) 649, 2000 Ore. App. LEXIS 818
Judges: Landau, Deits, Wollheim
Filed Date: 5/24/2000
Status: Precedential
Modified Date: 10/19/2024
Plaintiff commenced this action for damages against defendant, her former employer, alleging claims for retaliatory discrimination, ORS 659.410 (1995),
Viewing the evidence in the light most favorable to plaintiff, we review to ascertain whether defendant has shown that there are no genuine issues of material fact and that defendant is entitled to judgment as a matter of law. ORCP 47 C;
Because plaintiffs case rests primarily on inferences, rather than on direct evidence, we discuss the evidence in some detail. The evidence most favorable to plaintiff establishes that she was an employee of defendant, Legacy Health System, and its predecessor from 1988 until late April 1996, when defendant discharged plaintiff. Until December 1995, plaintiff received generally positive work performance reviews in her positions in the accounts payable and purchasing departments. However, plaintiff admitted that some of those reviews noted inconsistency in her work performance and morale. In October 1995, Lisa Davis became plaintiffs supervisor in the purchasing department. At that time, plaintiff held the position of “Capital Buyer” with the corporate office.
In mid-December 1995, plaintiff and Davis had a work-related disagreement, in which Davis noted plaintiffs “insubordination” toward Davis. Several days later, Davis
On January 24,1996, plaintiff left a voice mail message for Davis indicating that plaintiff would be absent for an “indeterminate period of time” due to stress. Davis learned from Dennis Phister, her supervisor in the human resources department, that plaintiff planned to file a workers’ compensation claim for emotional problems and stress and that plaintiff had arranged for her personal belongings to be picked up by a friend. Davis stated that January 24 was the first day that she learned of plaintiffs emotional distress. Davis and Phister met that day regarding plaintiff. In Davis’s notes from that meeting, she wrote “Termination Plan” at the top of the page. Further down the page, she specifically mentioned plaintiffs “Workers' Compensation I Stress” claim and resolved to “post job immediately” as well as to “be ready for her if/when she does return.” Other notes drafted by Davis concerning plaintiff also chronicled plaintiffs work deficiencies and noted her frequent absences due to illnesses. On January 29, 1996, Davis wrote a note to the file concerning plaintiff. In that note, Davis recorded her observations that plaintiff was often sick. She also noted that:
“When [plaintiff] called in sick with another migraine on 1/23/96, it was not a surprise. * * *
“[Plaintiff] appears to have things in her personal life which are causing her to be unable to perform her work, and she needs to get treatment and find resolution. I support whatever services Legacy makes available to its employees at times such as this in an individual’s life.
«* * * * *
*430 “Should [plaintiff] recuperate from her stress and wish to return at Legacy, it is my understanding that the organization is obliged to find a position for her which is amenable to her prognosis for coping and performance at that time. There is not any anticipated diminishment of stress in the Purchasing Department over the coming year, inasmuch as we have taken on substantial additional commitment of work in support of the organization.”
On January 31, 1996, plaintiff filed her workers’ compensation claim for panic attacks and stress, originating from her negative performance review with Davis. Davis stated that that was the first time that she learned that plaintiff suffered from panic attacks. Plaintiff also stated that she suffered from agoraphobia.
“I don’t think that there will be any permanent impairment related to her current psychiatric condition (which I think is work related only in the sense of it being related to reasonable disciplinary action). With respect to the question whether she is able to return to work, I would think she could return to work, from a psychiatric standpoint. Given her feelings about that particular workplace, it is doubtful that such a situation would work out to anyone’s satisfaction.”
Plaintiff remained on leave with time loss pay until March, when Legacy offered plaintiff a “light duty” position at another facility. Plaintiff was offered the same rate of pay for operating a photocopier machine 40 hours a week. After a day and a half of work, plaintiff left that position because she experienced panic attacks. Plaintiff requested that she be transferred back to her original facility in the purchasing department. No action was taken on that request.
In early April 1996, Davis received an inquiry from a Legacy accountant regarding a questionable purchase originating from Davis’s department. Davis retrieved the purchase order and discovered that plaintiff had authorized an employee purchase of a microwave for herself in October
Defendant had a policy to be fair to employees and to withhold judgment until an investigation of wrongdoing is completed. On April 17, 1996, Phister and Davis met with plaintiff about the purchase. No written policy existed for employee purchases. It appears those purchases were allowed, and plaintiff believed she followed most of the normal procedures for making such a purchase. Plaintiff, however, admitted that a supervisor, not the employee purchaser, was supposed to authorize the purchase and that buyers were supposed to avoid even the appearance of impropriety. At the meeting, plaintiff told Phister and Davis that she had authorized the purchase and had paid for it. However, when she returned home, she discovered that she had not paid for the item.
Davis recommended to Phister that plaintiffs employment be terminated because of the employee purchase. On April 23, 1996, Phister terminated plaintiffs employment. In the termination letter, Phister cited only plaintiffs unauthorized employee purchase of the microwave as the reason for discharge. He noted that, because plaintiff was an “experienced Buyer,” she knew the purchasing process from start to finish and was familiar with the need for prior approval of employee purchases. Thus, her failure to
At some date after plaintiffs discharge, an employee of defendant told a third party, Maggie Brister, that plaintiff purchased an appliance through defendant “without paying for it.” That statement was made in the context of plaintiffs discharge. Two months after her discharge, plaintiff accepted employment with a different employer as an accounts payable clerk. At the time of the motion for summary judgment, plaintiff worked as an office manager at a local business.
Plaintiff filed a complaint alleging four claims for relief. The first claim alleged that her employment was terminated in retaliation for filing her workers’ compensation claim. The second and third claims alleged, in essence, that defendant discriminated against plaintiff, based on her disabilities or perceived disabilities of agoraphobia and panic attacks, by failing to accommodate her disability in the work place and by discharging her. Plaintiffs fourth claim was for defamation regarding the statements made to Brister about plaintiffs discharge.
The trial court found that plaintiff was not disabled under ORS 659.425(1), because plaintiffs disability was only temporary with no lasting effects. It also concluded that defendant discharged plaintiff because of her unauthorized employee purchase and not in retaliation for her workers’ compensation claim or due to any disability or perceived disability. Last, the court concluded that the statements to Brister about plaintiffs employee purchase were not defamatory, in part because plaintiff admitted that the unauthorized employee purchase raised a “serious issue” about her honesty and fitness. We agree that merely reciting the stated basis for plaintiffs discharge is not, under these circumstances, defamatory. We, therefore, affirm the trial court’s ruling on the defamation claim and limit our discussion to the three discrimination claims.
We first address plaintiffs retaliatory discrimination claim. ORS 659.410(1) makes it unlawful for an employer to
“(1) that the plaintiff invoked the workers’ compensation system; (2) that the plaintiff was discriminated against in the tenure, terms or conditions of employment; and (3) that the employer discriminated against the plaintiff in the tenure or terms of employment because he or she invoked the workers’ compensation system.” Stanich v. Precision Body and Paint, Inc., 151 Or App 446, 457, 950 P2d 328 (1997).
Plaintiff satisfied the first two elements by producing evidence that she filed the workers’ compensation claim and that defendant subsequently terminated her employment. Thus, to complete a prima facie case, plaintiff must establish that defendant discharged her because she had filed a workers’ compensation claim. Considering the totality of the circumstances, we focus on whether a triable issue exists concerning defendant’s motive for plaintiffs discharge.
An employer may discharge an employee “for cause,” notwithstanding the existence of a workers’ compensation claim, so long as the discharge is not motivated by the claim. Vaughn v. Pacific Northwest Bell Telephone, 289 Or 73, 91, 611 P2d 281 (1980) (“[A]n employer may discharge for cause and not violate the statutory discrimination provisions. But an employer may not discharge if the motivation is discrimination proscribed by statute.”).
Here, plaintiff alleges that filing her workers’ compensation claim was a “substantial factor,” but not the only factor, contributing to her discharge. Because she is claiming that her “discharge [was] motivated in part by * * * misconduct and in part by unlawful discrimination by the employer,” plaintiffs claim alleges a “mixed motive” for her discharge. Shaw v. Doyle Mining Co., 297 Or 251, 256, 683 P2d 82 (1984). Defendant denies any discriminatory motive and asserts a nondiscriminatory reason for its termination of plaintiff, namely an unauthorized employee purchase. Viewing the evidence in the light most favorable to plaintiff, we conclude, for the purposes of review here, that plaintiffs workers’ compensation claim played some factor in the decision to terminate her and that her claim is a “mixed motive” claim.
The Oregon Supreme Court has rejected the shifting burden of production scheme for “pretext” claims (sometimes referred to as “simple” or “either-or” claims) brought under Oregon law. City of Portland v. Bureau of Labor and Ind., 298 Or 104, 114-15, 690 P2d 475 (1984). In prior opinions, this court has questioned whether the burden-shifting scheme employed for federal “mixed motive” claims applies to similar claims arising under Oregon law. See Marconi v. Guardian Management Corp., 149 Or App 541, 550-51, 945 P2d 86 (1997); McCall v. Dynic USA Corp., 138 Or App 1, 8, 906 P2d 295 (1995); Callan v. Confed. of Oreg. Sch. Adm., 79 Or App 73, 78, 717 P2d 1252 (1986). Because the Supreme Court has rejected the shifting burden of production scheme for “pretext” discrimination claims, we believe it would also reject the more onerous shifting burden of proof for “mixed motive” claims. We therefore hold that there is no shifting burden of
To prevail in a “mixed motive” claim, a plaintiff must be able to “show that he or she ‘would not have been fired but for the unlawful discriminatory motive of the employer.’ ” McCall, 138 Or App at 8 (quoting Vaughn, 289 Or at 92). We have not further clarified the meaning of the “but for” standard in employment discrimination cases. However, NLRB v. Whitfield Pickle Company, 374 F2d 576, 582 (5th Cir 1967), a case cited by Vaughn, 289 Or at 92, describes “but for” causation as meaning “in the absence of the [discriminatory motive, the employer] would have treated the employee differently.”
Plaintiffs evidence focuses on the actions of her supervisors, Phister and Davis. Plaintiff can survive the motion for summary judgment only if the evidence permits a jury to find either (1) that as the supervisor who actually discharged plaintiff, Phister was motivated to discharge plaintiff because of her workers’ compensation claim; or (2) that Davis was the wrongfully motivated supervisor and was so influential in the decision to discharge plaintiff as to be a “substantial factor” in the discharge. Id. at 382.
Plaintiff argues that a jury may infer from her evidence that Phister discharged her because of her workers’ compensation claim. She points to Davis’s notes from the January 24 meeting between Davis and Phister. In these notes, Davis specifically mentioned a “termination plan” in connection with plaintiffs workers’ compensation claim. Davis’s notes indicate that Phister and Davis discussed terminating plaintiff more than two months before either was aware of the purchase of the microwave. Thus, a reasonable juror could infer that Phister reached his decision to fire plaintiff because she filed a workers’ compensation claim. Even if we assume that Davis’s notes cannot supply direct evidence of Phister’s motives, the notes, at the very least, supply evidence of Davis’s discriminatory motive. Further, the record reveals that, as plaintiffs direct supervisor, Davis’s recommendation to Phister to discharge plaintiff “made a difference” in the decision to terminate plaintiffs employment. Estes, 152 Or App at 381. Interpreting these facts in the light most favorable to plaintiff, we conclude that plaintiff has made a prima facie case of employment discrimination.
Defendant offers a nondiscriminatory motive for the discharge of plaintiff. Indeed, plaintiff admitted violating the unwritten policy about employee purchases, that the violation was a “serious error,” and that she bore a duty to avoid even the “appearance of impropriety.” Defendant also refutes some of plaintiffs evidence of pretext — namely by arguing that the investigation into the employee purchase was fair,
We note that this case is not analogous to Estes, where we affirmed Summary judgment in favor of the employer. In Estes, as here, the employer advanced a nondiscriminatory motive to discharge the plaintiff. However, in Estes, the plaintiff was unable to adduce any evidence to support an inference of discriminatory motive on the part of the supervisors who actually discharged her. In contrast, here, plaintiff has produced evidence sufficient to support such an inference. Defendant’s evidence does not, in turn, negate the inference from which an objectively reasonable juror could conclude that, more probably than not, plaintiffs workers’ compensation claim was a “substantial factor” in defendant’s motivation to discharge plaintiff. Estes, 152 Or App at 381. Thus, a “triable issue” remains, and we therefore reverse the trial court’s grant of summary judgment on the workers’ compensation discrimination claim and remand that claim for trial.
“(a) An individual has a physical or mental impairment which, with reasonable accommodation by the employer, does not prevent the performance of the work involved;
“* * * * *
“(c) An individual is regarded as having a physical or mental impairment.”
On appeal, plaintiff argues that the evidence demonstrates a disputed question of fact as to whether defendant failed to “reasonably accommodate” her disabilities of agoraphobia and panic attacks. She also argues that the evidence creates a disputed question of fact as to whether defendant discriminated against her through adverse employment actions, including termination, because it perceived her as disabled. We conclude that summary judgment was appropriate, because the record demonstrates neither a genuine issue as to a material fact regarding whether plaintiff is a “disabled person” nor whether defendant perceived plaintiff as disabled.
To make out a prima facie case for disability discrimination under ORS 659.425, plaintiff must present sufficient evidence that she is a “disabled person.” Marconi, 149 Or App at 547-48. ORS 659.400(1) defines a “disabled person” as “a person who has a physical or mental impairment which substantially limits one or more major life activities * * *.” We assume, without discussion, that plaintiffs alleged conditions of agoraphobia and panic attacks are cognizable “mental impairments” under ORS 659.400(1). A “major life activity” includes employment. ORS 659.400(2)(a). Plaintiff must
Defendant argues that, even accepting plaintiffs reports of panic attacks and self-diagnosis of agoraphobia, those mental impairments were only temporary and thus not a “disability.” Alternatively, defendant argues that, to the extent plaintiffs conditions still impede her employment capabilities, those conditions only prevent her from working as a capital buyer under the supervision of Davis in the purchasing department. “Short term physical or mental impairments leaving no residual disability or impairment are not disabilities * * OAR 839-06-240(1) (1996). Plaintiff counters that there is evidence that her conditions are “mutable” and are therefore disabilities. OAR 839-06-240(3) (1996). “Mutable conditions [are those] which are controllable by diet, drug therapy, psychotherapy, or other medical means * * *.”M
Plaintiffs workers’ compensation claim form and the medical testimony indicate only that she could not perform the duties of buyer under the supervision of Davis. On plaintiffs self-report, Davis was the source of her stress and resulting panic attacks and agoraphobia. Indeed, even Goranson specifically noted that plaintiffs attitudes toward defendant’s work environment was the only impediment to her returning to work. Goranson also concluded that there would be no “permanent impairment related to [plaintiffs] current psychiatric condition,” and that plaintiff could return to work “from a psychiatric standpoint.” Thus, Goranson concluded that plaintiffs psychological conditions would dissipate and not impede her ability to work. Nothing in the record allows a factfinder to infer that plaintiff is incapable of performing the work of “buyer,” generally. We therefore conclude that there is no issue of material fact as to whether
Similarly, the record is devoid of any indication that Davis, Phister, or any other employee of defendant perceived plaintiff as disabled. Davis’s January 29 notes and other memos suggest that Davis perceived plaintiff as prone to migraine headaches and other illnesses and that the absences attendant to such illnesses affected plaintiffs ability to complete her work. Such notations, made both before and after plaintiffs panic attacks began to occur, do not, under the circumstances, give rise to a question of whether Davis perceived plaintiffs stress and panic attacks as incapacitating plaintiff indefinitely.
We reverse judgment in favor of defendant on the retaliatory discrimination claim, ORS 659.410, and remand that claim for trial. We affirm judgment in favor of defendant on the disability discrimination, ORS 659.425, perceived disability discrimination, ORS 659.425, and defamation claims.
Reversed and remanded on claim of retaliatory discrimination; otherwise affirmed.
In all instances, we.refer to the 1995 version of ORS chapter 659 and to that version’s accompanying administrative rules.
ORCP 47 C (1997) provided, in part:
“The judgment sought shall be rendered forthwith if the pleadings, depositions, and admissions on file, together with the affidavits, if any, show that there is no genuine issue as to any material fact and that the moving party is entitled to judgment as a matter of law. No genuine issue as to a material fact exists if, based upon the record before the court viewed in a manner most favorable to the adverse party, no objectively reasonable juror could return a verdict for the adverse party on the matter that is the subject of the motion for summary judgment.”
Or Laws 1999, ch 815, amended ORCP 47 C. Section one of the act made only a few changes to the text quoted from the 1997 rule above. Significantly, however, it added the following:
“The [judgment sought shall be rendered forthwith1 court shall enter judgment for the moving party if the pleadings, depositions, affidavits and admissions on file[, together with the affidavits, if any ,1 show that there is no genuine issue as to any material fact and that the moving party is entitled to a judgment as a matter law. No genuine issue as to a material fact exists if, based upon the record before the court viewed in a manner most favorable to the adverse party, no objectively reasonable juror could return a verdict for the adverse party on the matter that is the subject of the motion for summary judgment. The adverse party has the burden of producing evidence on any issue raised in the motion as to which the adverse party would have the burden of persuasion at trial. The adverse party may satisfy the burden of producing evidence with an affidavit under section E of this rule.” (Italics and boldface in original.)*428 Section two of the act provides that ‘Tt]he amendments to ORCP 47 C * * * apply to all actions pending on or commenced after the effective date of this 1999 Act.”
This case was pending before the Court of Appeals, not the circuit court, when the amendment went into effect. The parties do not argue that any changes effected by the amendment to ORCP 47 C should be applied in this case in the first instance on appeal, and we decline to apply those amendments on our own motion. See Doe v. American Red Cross, 322 Or 502, 910 P2d 364 (1995) (in affirming reversal of summary judgment on the ground that the moving party had failed to demonstrate the absence of a genuine issue of material fact, Supreme Court did not apply on its own motion the 1995 amendments to ORCP 47 C that applied to “all actions, whether commenced before, on or after the effective date” of the amendments); cf. Jones v. General Motors Corp., 139 Or App 244, 264, 911 P2d 1243 (1996), aff’d on other grounds 325 Or 404, 939 P2d 608 (1997) (applying revised summary judgment standard on appeal would violate due process); see also State v. Meyers, 153 Or App 551, 559-60, 958 P2d 187 (1998) (changing the rules of evidence retroactively raises serious questions of due process).
Plaintiff was absent from work on January 4 and 5 due to panic attacks.
Plaintiff defined agoraphobia as a fear of leaving her home.
Plaintiff later indicated that she attempted to pay for it when she picked up the appliance but was told to wait to pay until the invoice arrived. She claims that she was not informed when the invoice arrived, and plaintiff never inquired again about the invoice.
In Price Waterhouse, 490 US at 240, the United States Supreme Court explained:
“But-for causation is a hypothetical construct. In determining whether a particular factor was a but-for cause of a given event, we begin by assuming that that factor was present at the time of the event, and then ask whether, even if that factor had been absent, the event nevertheless would have transpired in the same way.”
If an event would have transpired in the same way, a factor is not a “but for” cause.
In Seitz, we imported that qualification from Title VII of the Federal Civil Rights Act and the tortuous wrongful discharge jurisprudence, noting that Oregon’s employment discrimination laws are modeled after Title VII. Thus, that federal case law is instructive in Oregon employment discrimination cases. Id. at 672-73; see also Winnett v. City of Portland, 118 Or App 437, 442, 847 P2d 902 (1993) (applying“substantial factor” test to ORS 639.030(l)(b)).
The dissent argues that, because defendant took no steps to fire plaintiff for four months after it learned about plaintiffs workers’ compensation claim and fired plaintiff only after it learned about plaintiffs employee purchase, the
We do not mean to infer that a plaintiff must actually suffer from a disability before we can recognize an employer’s perception of disability. Perceived disabilities do not have to be real. OSCI v. Bureau of Labor and Industries, 98 Or App 548, 553, 780 P2d 743, rev den 308 Or 660 (1989). However, in this case, the timing of the onset of plaintiffs alleged disability is probative of what her employer perceived.