21-16392
9th Cir.Oct 6, 2023Background
- Diane Hodge appealed an adverse jury verdict on Title VII claims (race, religion, and gender) for disparate treatment, hostile work environment, and retaliation.
- At trial the parties submitted jointly stipulated jury instructions; the district court gave instructions that used conjunctive "and" language where disjunctive "or" was proper in two places.
- The hostile-work-environment instruction listed racial/religious slurs and sexual harassment conjunctively, and used a "reasonable woman in the plaintiff’s circumstances" formulation.
- The retaliation instruction required proof that the employer both reassigned Hodge and demoted her, rather than proof of either adverse action.
- Hodge moved for a new trial, alleging prejudicial trial-counsel conduct; the district court denied the motion, finding no improper conduct that prevented a fair presentation.
- The Ninth Circuit reviewed unobjected-to jury-instruction errors for plain error and review of the new-trial denial for abuse of discretion, and affirmed the district court.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Hostile work environment instruction required sexual-harassment element (conjunctive "and") | The instruction added a non-existent element by requiring both racial/religious and sexual conduct | Any wording error was harmless; jury presumably understood claims and no questions were asked | Instruction erred in form (should be "and/or"), but error was not plain because no reasonable probability it changed the outcome |
| Objective-standard wording ("reasonable woman in the plaintiff's circumstances") | The gender phrasing might misapply the objective standard for non-sex claims | The phrase appropriately incorporates sex-based standard and covers other protected traits by "in the plaintiff's circumstances" | No plain error; "reasonable woman" is proper for sex claims and phrasing accommodated race/religion theories |
| Retaliation instruction used conjunctive "and" for adverse actions | Instruction improperly required proof of both reassignment and demotion | Any miswording was harmless; Hodge cannot show reasonable probability of different result | Conjunctive wording was incorrect but not plain error—no reasonable probability of a different outcome |
| Motion for new trial based on defense counsel conduct | Counsel misconduct prevented full and fair presentation, warranting a new trial | No improper conduct; district court did not abuse discretion in denying new trial | Denial of new trial was not an abuse of discretion; affirmed |
Key Cases Cited
- C.B. v. City of Sonora, 769 F.3d 1005 (9th Cir. 2014) (plain-error test for unpreserved jury-instruction errors)
- Dees v. County of San Diego, 960 F.3d 1145 (9th Cir. 2020) (abuse-of-discretion review for new-trial denials)
- Christian v. Umpqua Bank, 984 F.3d 801 (9th Cir. 2020) (hostile-work-environment elements; sexual-harassment not required for race/religion claims)
- Bearchild v. Cobban, 947 F.3d 1130 (9th Cir. 2020) (instruction that adds a non-existent element is erroneous)
- Hoard v. Hartman, 904 F.3d 780 (9th Cir. 2018) (instructions must not impose additional elements)
- Michell, 65 F.4th 411 (9th Cir.) (standard for showing reasonable probability that error affected outcome)
- Ellison v. Brady, 924 F.2d 872 (9th Cir. 1991) (objective "reasonable woman" standard for sex-based hostile-work-environment claims)
- Ray v. Henderson, 217 F.3d 1234 (9th Cir. 2000) (plaintiff need only prove one adverse employment action for retaliation)
- Reynaga v. Roseburg Forest Prods., 847 F.3d 678 (9th Cir. 2017) (subjective and objective components of hostile work environment)
- Killian v. Poole, 282 F.3d 1204 (9th Cir. 2002) (cumulative instructional errors may warrant reversal if prejudicial)