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Smith v. Lafayette Bank & Trust Co.
2012 U.S. App. LEXIS 5239
| 7th Cir. | 2012
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Background

  • Smith, a former Lafayette Bank branch manager, alleged age discrimination and retaliation under the ADEA in 2010 suit.
  • She had been at the Bank since 1980 and became Lafayette Station branch manager in 1995.
  • Her 2004–2005 performance evaluations rated her as “improvement needed” due to complaints about attitude and behavior.
  • On May 31, 2006, she was given the option to resign or commit to improved conduct; she chose to sign a commitment letter.
  • On June 20, 2006, Smith was fired at age 44; she filed an EEOC discrimination charge in November 2006, after termination.
  • Bank moved for summary judgment on Smith’s ADEA retaliation claim, and Smith later waived her ADEA claim; district court granted summary judgment on retaliation, remanding counterclaims.

Issues

Issue Plaintiff's Argument Defendant's Argument Held
Whether Smith engaged in statutorily protected activity constituting retaliation Smith contends protected activity via complaints and EEOC filing Bank argues complaints were general and not tied to age; EEOC filing occurred post-termination No protected activity connected to age; retaliation claim fails
Whether generalized complaints can support ADEA retaliation under direct/indirect methods Smith argues certain complaints indicated age discrimination General complaints insufficient to show discrimination based on age General complaints do not constitute protected activity under ADEA
Whether the EEOC charge saved the retaliation claim given knowledge requirement Charge would satisfy protected activity requirement Bank had no knowledge of the charge at the time of termination; no causal link No knowledge of protected activity by Bank at termination; claim fails under both direct/indirect
Whether a post-termination EEOC filing can establish causation for retaliation Charge timing could show retaliation Filing five months after termination cannot establish causation Filing after termination does not support retaliation; claim fails

Key Cases Cited

  • Szymanski v. County of Cook, 468 F.3d 1027 (7th Cir. 2006) (direct/indirect retaliation standard under ADEA)
  • Everroad v. Scott Truck Sys., Inc., 604 F.3d 471 (7th Cir. 2010) (direct method requires protected activity, adverse action, causation)
  • Haywood v. Lucent Techs., Inc., 323 F.3d 524 (7th Cir. 2003) (causal link in ADEA retaliation cases)
  • Tomanovich v. City of Indianapolis, 457 F.3d 656 (7th Cir. 2006) (protected activity must be connected to statutorily protected class; vague complaints insufficient)
  • Ajayi v. Aramark Bus. Serv., Inc., 336 F.3d 520 (7th Cir. 2003) (EEOC charge can satisfy statutorily protected activity requirement)
  • Nagle v. Village of Calumet Park, 554 F.3d 1106 (7th Cir. 2009) (employer knowledge of protected activity required for retaliation claims)
  • Mattson v. Caterpillar, Inc., 359 F.3d 885 (7th Cir. 2004) (knowledge requirement for retaliation; timing matters)
  • Gleason v. Mesirow Fin., Inc., 118 F.3d 1134 (7th Cir. 1997) (general complaints insufficient to establish protected activity)
Read the full case

Case Details

Case Name: Smith v. Lafayette Bank & Trust Co.
Court Name: Court of Appeals for the Seventh Circuit
Date Published: Mar 13, 2012
Citation: 2012 U.S. App. LEXIS 5239
Docket Number: 10-3556
Court Abbreviation: 7th Cir.