Professional Documents
Culture Documents
Douglas G. Moxham, with whom Geoffrey R. Bok and Lane & Altm
__________________
_______________
___________
were on brief for appellant.
John T. Murray, with whom Jeffrey K. Ross, Seyfarth, Sh
________________
_________________
_____________
Fairweather & Geraldson, John A. Nadas, Kevin P. Light, Karen
_________________________ ______________
_______________
_____
Cartotto, and Choate, Hall & Stewart, were on brief for appellee.
________
______________________
____________________
February 17, 1995
____________________
Plaintiff-appellant
Harvey
termination
discrimination.
sufficient
Union
Camp
due
Because
evidence to
on
to
Greenberg's
age
Greenberg
support
and
failed
finding of
claims
of
retaliatory
to
adduce
constructive
I.
I.
__
Background
Background
__________
In
October
thirty-five,
began
Union Camp.1
the
1971,
working as
Harvey
a
at
age
sales representative
for
Maine sales
plant.
of
Union
territory
Camp
for
Greenberg,
primarily to cover
its Dedham,
manufactures
(and
Massachusetts,
Greenberg
sold)
his career
at Union
Camp, Greenberg
resided in
Swampscott, Massachusetts.
When Union Camp
no existing customer base
hired Greenberg, it
had virtually
Greenberg
Maine and
the
rest of
the
month selling
to
existing
____________________
1. In 1971, the entity that retained Greenberg was a
subsidiary of Union Camp operating under the name Allied
Container.
About 1985, the Allied Container subsidiary
adopted the Union Camp logo. For purposes of this opinion,
we will refer to Greenberg's employer, whether before or
after 1985, as Union Camp.
-22
Massachusetts
customers.
Greenberg,
however, successfully
exclusively in Maine.
Camp's
client base
in
Maine
had
grown
By 1977,
such
that
increased his
1972 to
over $5,400,000 in
contribution (roughly
Union Camp
earned on
favorably
with
every
of
measure of
Moreover,
other
at
least
year,
1989.
that
representatives.
sales
Union
by
from
Greenberg's
how much
money
compared very
Camp
some
sales
measures,
also to new
customers.3
Greenberg
____________________
2. By 1977, Greenberg had essentially discontinued
on any Massachusetts customers.
calling
1972
to almost
$65,000 in 1989.
In
July of
1990, at his
representatives
worked
on
a salary
rather
than
career.
Throughout
Camp,
Greenberg
most of
called
on
his
nineteen
his
Maine
at least
that prospective
in part,
customers
only
week,
Massachusetts
at
customer in Maine
Greenberg
5:30
a.m.
at 7:00
would
on
sales philosophy
unreceptive
typical
Union
to his basic
customers were
years at
leave
on Tuesdays,
his
meet
for and
During
home
in
his
first
to make
sales
calls
until around
motel
where he
Often
he
would
of the
on
would check
into a
and Wednesday
nights.
the company
expense
Wednesdays,
he typically left
afternoon.
clients
the evenings.
when he
spend Tuesday
would entertain
account during
middle
3:00 p.m.,
On
Thursdays starting
sometime
sometime
in his
career,
Massachusetts,
plant
Greenberg reported
on
to
the
to
speak
to
meet
with
box
Mondays
-44
supervisors,
designers
turn
about
reporting to the
went to the
in
customer
reports and
orders.
Dedham plant
expense
Greenberg
to work with
1986.
generally
After Greenberg
he still periodically
designers until
began
out of
he left
his
home
the
the
on
Mondays
telephone
and
Fridays,
calls to the
completing
paperwork4
plant and
to customers.
and
making
Greenberg
Greenberg periodically
Redman to the
at
review,
Greenberg's
annual
performance
Redman
headquarters)],
you don't
work
told
to Wayne
Monday
and
manager, testified
it."
Bob
plant sales
and at Greenberg's
____________________
4. The paperwork
consisted of expense
and sales-call
reports.
Greenberg testified that, for the last several
years of his career, he filled out identical sales-call
reports every other week. He stated that, though in general
they reflected his activities, they did not accurately state
on a day-to-day basis the clients he visited.
-55
In
Greenberg
November
and
the
1989,
other
Redman
sales
and
Ritter
representatives
required
to
make
was
extremely
performance
at
his
dissatisfied
individual
with
meeting,
Greenberg's
and
have
to listen to
walk
out.
head
At another,
in my
and threatened to
Greenberg commented to
Redman that
best sales
"You'd better
and threats."
there seemed to be
Greenberg
year."
believe it."
To which
Ritter
over my
Redman responded,
testified that
at this
Though Greenberg
at this
Fridays, he
discussed.
point to
admitted that
maintained that he
make sales
his work
calls on
was not
Mondays and
been
During the
____________________
5. Greenberg also testified that his expenses were discussed
during this meeting. He recalled stating "I never pocketed a
nickel." Redman replied, "It better be that way."
At trial, Greenberg admitted that he often entertained
too old.6
He
also admitted
that they
may have
did
to retire early
at age fifty-five.
Though Greenberg
he often
During
the meeting,
told Ritter
Greenberg
that
Directly
retire early.
Redman testified
that this
fact
increased the
need to
do something
about Greenberg's
work schedule.
____________________
6. Greenberg had previously brought this point to both
Redman and Ritter's attention.
Deposition testimony of
Greenberg's replacement
read into the record at trial
established that, at the time of the deposition, three of
seven sales representatives at the Maine plant were older
than age forty. Though not elicited as a fact in Greenberg's
case-in-chief, Redman, who testified and was present for the
four days of trial, is five years older than Greenberg.
7. Greenberg's written performance reviews dated February
1989 and February 1990, include the statement "Retirement in
the
near future,"
under a
section entitled
"Career
Development." Greenberg neither signed nor saw these reviews
prior to leaving the company.
-77
In
July
1990, Ritter
gave
Greenberg
his annual
Ritter sent
Greenberg a
letter purporting to
review.
summarize the
letter that
he
and
communication."
management, work
More
schedules,
specifically,
Ritter
wrote:
New account penetration in recent years
has been unsatisfactory.
Regardless of
base account level, new account focus,
planning and development must improve.
Work habits and methods must be reviewed
with action taken to better utilize open
available weekly time to achieve job
responsibilities. Not communicating with
management because of the difference of
opinion is unacceptable, and actions such
as these cannot occur again.
Greenberg
testified
that
he
could
not
recall
Ritter
the
Ritter's
substance
of
testified
at
customers
on Tuesdays,
discussed
at
responded:
Ritter's
trial that
his
the fact
Wednesdays
review,
"[`]Work
letter)] .
complaints.
in his
habits
. .
and
.[']
Though Greenberg
that
he only
and
Thursdays
letter
he
methods
We have
and
that successful
was
not
specifically
talked
salesmen have
called on
[(referring
he contested
to
about this
It's been my
different methods
made to
walk to the
same beat
of some
drummer."
(Second
ellipsis added).
Redman
replied to
Greenberg with
a short
stating:
We received your letter of August
18, 1990, and we would prefer not to
continue
a
letter writing
exchange
regarding your Sales Philosophy.
Bob Ritter's memo of August 8, 1990
was written to document the fact that
your performance has not been up to
expected standards in the
areas of:
expenses,
expense
reporting,
communications, work schedules and new
account penetration.
The
memo also
intended to emphasize the seriousness of
continued
resistance
to change
and
____________________
letter
(February 1990).
The February 1990 review also states,
"Salesman understands consequences of performance level drop
with present inclination not to change work methods & time
management issues presented to him."
-99
critical opposition
improvement.
After
lawyer,
who,
to suggestions
for
September
13,
1990,
wrote
to
Redman's
received
letter,
and
Ritter
met
spend five
Greenberg
requirement and
Redman
days a week
requested
Redman agreed,
time
to
with
he was
in his
sales
consider
this
telling Greenberg
to "`take
15, 1990,
at
a meeting
nearly
Greenberg refused
month later
to sign a
on
letter that
be
required to
territory
meet, including
requirement.9
the five-days-in-the-sales-
Greenberg's decision
not to
sign
____________________
9.
no
other
replacement,
Moreover, Union
sales
was
representative,
required
to
sign
including
a similar
days in
that
Union
Camp
terminated
his
employment
in
621-634.
Greenberg
Camp's
retaliate against
protected rights.
of Greenberg's case,
verdict,
holding
evidence of age
terminate
that
Greenberg
[Greenberg]
a week
employer."
to
show
had failed
in the
that
[Greenberg]
left
any
"did not
[Union
territory of
Maine as required
by his
-1212
II.
II.
___
Discussion
Discussion
__________
We review
grant
motion for
judgment as a
standard
1994).
a district court's
directed verdict
incumbent
instance."
de novo
__ ____
upon
Favorito v.
________
the
trial
(or
decision to
more properly
in
the
first
(1st Cir.
reasonable
inferences therefrom in
a rational
________
A. Age Discrimination Claim
____________________________
In a wrongful termination
plaintiff
must
establish
"`that
years
were
the
age.'"
Mesnick v.
_______
General
_______
Elec. Co., 950 F.2d 816, 823 (1st Cir. 1991) (quoting Freeman
_________
_______
v. Package Mach. Co.,
_________________
evidence
burden of
F.3d 476,
of discriminatory
producing evidence
now-familiar
478 (1st
Cir. 1988)),
animus
is
lacking, the
is allocated according
McDonnell Douglas
__________________
-1313
framework.
Where
See
___
to the
McDonnell
_________
v. Puerto Rico Oil Co., 37 F.3d 712, 719 (1st Cir. 1994).
___________________
Under the McDonnell Douglas framework, the employee
_________________
must initially
establish
Thus,
come
a prima
forward
with
facie case
of
member of a protected
sufficient
job
constructively
replacement
F.3d at
he is a
of age,
expectations,
discharged,
(iii)
and
he
(iv)
was
Union
actually
Camp
479; see
___
to
discriminatory discharge.
evidence
also Sanchez,
____ _______
37 F.3d at
719.
or
sought a
Vega, 3
____
Once the
produces
such
discrimination
justification,
vanishes and
merely pretext
for
the
the burden
If the employer
presumption
shifts back
of
to the
justification
Woods v.
_____
Friction
________
which
reasonably
jury
constructively
could
discharged.
conclude
that
Greenberg maintains
he
was
that Union
-1414
Camp constructively
the
October
requirements
15
letter,
that he
requirement that he
days a
needed
with
the
listed
to fulfill.
week, Greenberg
complying
which explicitly
six
job
Except for
the
in his territory
testified that he
conditions
him to sign
listed
five
was substantially
in
the
letter.
is
well
claim of
support a
settled
in
constructive
finding
that "`the
We disagree.
this
Circuit
discharge, the
that,
to
evidence
new working
conditions
reasonable
person in the
felt compelled to
resign.'"
(1st Cir.
1986) (quoting
562 F.2d
480
Alicea Rosado v.
_____________
Garcia Santiago,
_______________
(new
conditions
must
make
work
so
"arduous,"
standard to be
applied is "objective,"
(internal
may
The legal
discriminatee."
quotations omitted).
not be
unreasonably
Calhoun, 798
_______
F.2d
Consequently,
sensitive to
his
at
561
"an employee
or her
working
-1515
environment."
Id.
___
(internal quotations
omitted); see
___
also
____
could find
additional days
intolerable
that a
in Maine
making sales
reasonable person
humiliating
evaluating
or
a claim
(sufficient
often
Monroig, 963
_______
evidence to
find
clients
on a
daily
be so
in Greenberg's
shoes
an
of constructive
Aviles-Martinez v.
_______________
calls to
demeaning,
to spend
conditions would be
important
discharge.
F.2d 2, 6
factor
See, e.g.,
___ ____
(1st Cir.
1992)
constructive discharge
where
basis).
Moreover,
in
explicitly
Greenberg or
in
reduce his
pay or
did not
total compensation.
See, e.g., Goss v. Exxon Office Sys. Co., 747 F.2d 885, 888___ ____ ____
______________________
89 (3d
other
constituted
substantial
Alvarado, 918
________
without
change in
cut
F.2d 1029,
in
representative's territory
pay);
cf.
___
Nunez-Soto
__________
v.
1990) (demotion
sales
of
employment,
Union
Camp
career.
gave
imposing the
Greenberg the
In effect, Greenberg
-1616
him to
(though not
home.
spend more
time on
the road,
and possibly
two away from
unreasonable
for
representatives to
an
employer
to
expect
It is hardly
its
sales
sales calls.
more an
unhappy aspect
unreasonable or
v.
(no
of Greenberg's vocation
than an
See Bristow
___ _______
Daily Press, Inc., 770 F.2d 1251, 1254-56 (4th Cir. 1985)
_________________
constructive
discharge
where
and parcel to
conditions,
though
denied,
______
burdensome only
if we
focus narrowly on
the
requiring Greenberg
Maine is
context
to
additional days
the time,
in
work two
The degree to
in Massachusetts at
that he was
hired to
-1717
sell
to
Maine
customers.10
Thus,
this
case
is
lives and
one city to
finding of
___ ___
693 F. Supp. 156,
where
Greenberg
offered
aff'd,
_____
transfer
865 F.2d
voluntarily
representative
_______________
employer
Baltimore),
_______
for the
from
249 (3d
chose
to
Maine
New
Jersey
Cir. 1988).
work
as
territory,
Because
the
while
to
sales
living
in
work
representatives or
this
disparate
on
any
of
its
other
treatment
constructive discharge.
testified that
amply
supports
He argues that
a
sales
finding
of
however, all
position.
Moreover,
____________________
10. Nowhere does Greenberg
assert that he
originally
accepted employment with Union Camp on the condition that he
spend no more than three days a week calling on Maine
customers.
-1818
Greenberg does
not point
who similarly
made calls
in his or
most, Greenberg
that, due
to any other
sales representative
her assigned
to the need
territory
his replacement
to finish paperwork,
handle customer
nonetheless
was
not
conditions-of-employment
insufficient.
See Smith
___ _____
to
statement.
sign
This
similar
evidence
has the
differently from
required
burden of
showing that
40 F.3d
case, the
she was
is
treated
all relevant
___ ________
Greenberg
discharge
with
couples
virtually
his
no
allegation
evidence
of
that
by the fact
constructive
Union
Camp's
____________________
11.
Greenberg relies on
an animosity
towards age.
Direct
or
an unreasonable degree.
981
F.2d 1569,
See,
___
e.g., Acrey v.
____ _____
1574-75 (10th
Cir.
of age
animosity
towards
employee's
gender
supported
finding
of
constructive discharge).
discrimination,
just
two
Greenberg,
factors
concerning
--
(1)
however,
the
at
evidence of
essentially points
single
Greenberg's retirement
As
May
1990
plans, and
age
to
inquiry
(2) the
fact
for
retirement, however,
its
hiring needs.
not necessarily
show
does
prepare to
repeated and/or
coercive
to a reasonable inference of
an
support
anti-age
constructive
bias
(and
discharge),
lend
see Calhoun,
___ _______
-2020
to
798
finding
F.2d at
of
562-63
(three
inquires
over
requiring employee
seven
months coupled
to report to younger
with
that is
1990 meeting as to
age fifty-five.
Ritter made
demotion
conditions
here.
Greenberg
a single inquiry
at the
May
retire at
that an
anecdote he frequently
recounted could
Greenberg's claim.
any attempt
As we
to establish the
have noted
demography of
Cir. 1993), cert. denied, 114 S. Ct. 1398 (1994); cf. Goldman
_____ ______
___ _______
v. First Nat'l Bank of Boston, 985 F.2d
___________________________
Cir. 1993).
concerning
number
of employees
Maine
himself,
sample size.
three of seven
plant
was
were
five years
actually
sales representatives
age
older
thus
over
hired,
forty,
than
employed at
and that
Redman,
Greenberg, makes
any
-2121
inference of
at best.
Therefore,
-2222
B. Retaliatory Claim
_____________________
Greenberg's
likewise
claim
fails because
of
retaliatory
no rational
discrimination
jury could
conclude on
employer's
reason
for adverse
action
taken
against
rights).
1989 meeting.
Union Camp
Moreover, it is
response
to
the
August
letter,
"Work
habits
unequivocally
wrote,
reviewed with
weekly
______
time to
____ __
achieve
_______
in
and
schedule
which
methods
Ritter
must
be
job responsibilities."
___ ________________
(Emphasis
added).
Greenberg responded
letter
position
________
stating, "We
__
have talked
____ ______
that successful
about
_____
. .
this before
____ ______
and my
___ __
and if they
the
same
Furthermore,
beat
of
Redman's
some
drummer."
August
-2323
28
letter
(Emphasis
added).
clearly
warned
Greenberg that
fact
that [Greenberg's]
expected
standards
reporting,
was
continued
_________
the
areas
communications,
penetration."
letter
in
performance
Redman
to
resistance to
__________ __
ha[d] not
of:
by
change and
______ ___
and
stating
emphasize
been up
expenses,
work schedules
____ _________
concluded
"intended
to document the
the
to
expense
new account
that
Ritter's
seriousness
___________
of
__
critical opposition
________ __________
to
__
(Emphasis added).
result in
rational
further action
jury could
conclude
by Union
that the
directing
territory
ensued
because
Camp.
September 19
days a week
Union Camp
Hence, no
sought
order
in his sales
to
retaliate
Rather, the
not permit
a well-deserved
filing,
complaint.").
or
disgruntled employee
discharge [or
threatening to
file,
other
a
to
sanction] by
discrimination
III.
III.
____
Conclusion
Conclusion
__________
In
sufficient
sum,
evidence
because
Greenberg
to support
failed
finding of
to
adduce
constructive
-2424
discharge or
claims
of
age
and
retaliatory
discrimination.
-2525