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Vicki Barbera v. Pearson Education, Inc.
906 F.3d 621
7th Cir.
2018
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Background

  • Pearson employed Vicki Barbera (1989–2016); Pearson had a Severance Policy disallowing severance for voluntary departures and for employees offered employment by a purchaser in a transaction (Merger/Acquisition clause).
  • Pearson ran Voluntary Separation Plans (VSPs) in 2013 and narrowly in Feb 17–28, 2014; Barbera was eligible for the 2014 VSP but did not opt in.
  • Three male employees (Zale, Ramsey, Lukasik) voluntarily left and received severance between Aug 2014 and June 2015, before Pearson decided in summer 2015 to outsource warehouses to R.R. Donnelley.
  • Pearson decided to transfer warehouses to Donnelley in mid–2015, gave Donnelley employee information by July, and signed the contract Oct 13, 2015 (effective Feb 29, 2016); Donnelley offered Barbera a placement.
  • Barbera first sought severance "later in 2015" (she admitted no evidence of requests before Sept 2015), then emailed SVP Nathanson in Jan 2016 asking to exit with severance; that email thread was lost during litigation and the court accepted Barbera’s account of its contents.
  • Procedurally: magistrate found spoliation but awarded limited cure (ordering certain facts taken as true); district court overruled Barbera’s objections and granted summary judgment for Pearson on Title VII sex-discrimination claim alleging denial of severance compared to male comparators; Barbera appealed.

Issues

Issue Plaintiff's Argument Defendant's Argument Held
Whether Pearson’s destruction of the Jan 2016 email warranted harsher discovery sanctions (including instruction that jury accept all proposed stipulations) Barbera: destroyed emails show intent to deprive evidence; harsher sanctions needed beyond having certain facts taken as true. Pearson: no intent to deprive; limited cure (treat specified email facts as true) was sufficient. Court: No abuse of discretion; limited cure was adequate; no finding of intent to deprive, so additional sanctions unwarranted.
Whether Barbera established a Title VII sex-discrimination claim by showing similarly situated male comparators received severance while she did not Barbera: three men received severance after VSPs; disparate treatment suggests sex discrimination and raises pretext due to inconsistent explanations. Pearson: comparators are not similarly situated—timing differs and by the time Barbera requested severance the Donnelley transaction (and offer of employment) applied, invoking the Merger/Acquisition clause; differing circumstances explain decisions. Court: Affirmed summary judgment for Pearson—comparators not similarly situated (timing and transaction/offered-job distinction); differing explanations are not inconsistent proof of pretext.

Key Cases Cited

  • Chatham v. Davis, 839 F.3d 679 (7th Cir. 2016) (abuse-of-discretion review for discovery-sanctions rulings)
  • O’Leary v. Accretive Health, Inc., 657 F.3d 625 (7th Cir. 2011) (standard of review for summary judgment)
  • Darst v. Interstate Brands Corp., 512 F.3d 903 (7th Cir. 2008) (viewing facts in plaintiff’s favor on summary judgment)
  • Milligan-Grimstad v. Stanley, 877 F.3d 705 (7th Cir. 2017) (Title VII causation standard at summary judgment)
  • Ortiz v. Werner Enters., Inc., 834 F.3d 760 (7th Cir. 2016) (all evidence must be considered together at summary judgment)
  • Ferrill v. Oak Creek-Franklin Joint Sch. Dist., 860 F.3d 494 (7th Cir. 2017) (McDonnell Douglas framework articulation)
  • Lauth v. Covance, Inc., 863 F.3d 708 (7th Cir. 2017) (definition of "similarly situated")
  • Khowaja v. Sessions, 893 F.3d 1010 (7th Cir. 2018) (flexible inquiry into comparator similarity)
  • Coleman v. Donahoe, 667 F.3d 835 (7th Cir. 2012) (similarly situated requirement and summary judgment guidance)
  • Bass v. Joliet Pub. Sch. Dist. No. 86, 746 F.3d 835 (7th Cir. 2014) (reasonable jury standard at summary judgment)
  • Hanners v. Trent, 674 F.3d 683 (7th Cir. 2012) (factors for comparator analysis)
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Case Details

Case Name: Vicki Barbera v. Pearson Education, Inc.
Court Name: Court of Appeals for the Seventh Circuit
Date Published: Oct 12, 2018
Citation: 906 F.3d 621
Docket Number: 18-1085
Court Abbreviation: 7th Cir.