Byers v. Dallas Morning News, Inc.Byers v. Dallas Morning News, Inc.
BACKGROUND
A. Procedural History
On May 14, 1997, Plaintiff Robert C. Byers, Jr. (“Byers”) filed suit against De
B. Facts
On February 13, 1985, TDMN hired Byers, a white man, as a financial analyst. In February of 1988, TDMN promoted Byers to General Accounting Manager. After receiving his promotion, Byers reported to Scott Messer, who is white. On March 1, 1993, Reginald Brown, who had been the Assistant Controller at A.H. Belo Corporation, the parent corporation of TDMN, replaced Messer and becаme President of Finance at TDMN. Brown, a black man, served as Byers’s direct supervisor at TDMN from March 1, 1993 until Byers’s termination on February 27, 1996.
On March 23, 1993, Byers and one of his supervisors recommended that Loira Baker, who is black, be discharged from the Accounts Payable Department because she had exhibited performance problems similar to those of a white employee, Ann Self, who had been terminated from the Department previously. Brown decided not to discharge Baker, instead conducting a review of the entire Accounts Payable Department to discern the reasons fоr the performance problems in the department. Byers alleges that he subsequently complained to Mark Rapier, in Human Resources, about Brown’s hiring and firing practices.
On or about August 30, 1993, Brown gave Byers a three-month performance evaluation. Although Byers received relatively high marks in certain categories, Byers was dissatisfied with the scores he received in the areas of Initiative and Resourcefulness, Judgment, Communications and Working Relationships. The evidence shows that prior to this August 1993 appraisal, Byers had failed to perform a high priority task assigned to him by Brown. On September 7, 1993, Byеrs sent a response to his evaluation to Ellen Wilson, in which he claimed that he was the “victim of [Brown’s] personal biases” and that Brown had to “relinquish his personal vendetta” against him.
On May 9, 1994, Byers left work after lunch claiming that he was ill. When Byers returned to work, he observed that Brown had recorded “sick leave” on Byers’s timecard for the half-day of work he missed. Byers confronted Brown, informing him that exempt employees must receive credit for working a full day even though they only work a half day. Brown responded that he did not agree with this policy. Later that day, Brown sent Byers an e-mail stating that he had spoken with Human Resources and that he had been mistaken about the sick leave policy. On May 16, 1994, at a Department Supervi
Byers, as General Accounting Manger, supervised employees in the Accounts Payable department at TDMN. In December of 1995, Byers held a meeting with the Accounts Payable clerks to discuss problems with unrecorded checks. While there is some disagreement in the record as to the exact occurrences at the meeting, it is undisputed that Byers placed two stacks of paper on the table, one containing correct invoices and the other containing incorrect invoices. It is further undisputed that Byers asked the two poor performers who had created the incorrect invoices to stay after the meeting with him. Lastly, it is undisputed that Byers was not the direct supervisor of either of these clerks and that he had circumvented the authority of two intermediary managers. After the meeting, the two clerks went to Brown to request immediate transfers from Byers’s supervision. Brown later told Byers that his apрroach to the meeting was inappropriate and that he should have let the more immediate supervisor handle the issue.
Subsequent to the December 1995 meeting, Brown determined that he no longer wanted Byers working in a management position in his department and contacted both TDMN’s Production Department and Belo Corporation’s Broadcast Division to inquire about employment opportunities for Byers. Neither Department felt that Byers was the right candidate for their openings. Brown then met with managers Bill Cox, Ellen Wilson and Joe Daume to discuss terminating Byers’s employment. All three managers agreed with Brown that Byers should be terminated.
After Brown made the recommendation for termination, but before Byers was notified of his termination, Brown attended meetings at which Brown praised the work of Elaine Kidd, who is black, and Julie Bimmerman and Yvonne Morgan, who are both white. Byers was not at the meeting but heard about the praise for Kidd. Byers then sent an e-mail to Brown, which he copied to Kidd, Bimmerman, Morgan, and another employee, in which he informed Brown that there were other employees besides Kidd who deserved recognition. Brown responded that he had also praised Bimmerman аnd Morgan and reprimanded Byers for questioning his judgment in- front of other employees.
On February 27, 1996, Brown and Daume called a meeting with Byers to inform him that his employment was terminated. Yvonne Morgan, who is white, assumed most of Byers’s job responsibilities after the termination. On or about December 16, 1996, Gary J. Wierzbicki, who is white, filled the position of General Accounting Manager. On or about May 28, 1996, Byers filed a Charge of Discrimination with the Equal Employment Opportunity Commission (“EEOC”), claiming he was the victim of discrimination based on his race and retaliation based on his prior complaints of race discrimination, in violation of Titlе VII. On May 14, 1997, after receiving his right to sue letter from the EEOC, Byers filed suit in federal district court. Byers’s First Amended Complaint was filed with this Court on January 16, 1998. Defendant’s Motion for Summary Judgment, which the district court grant
STANDARD OF REVIEW
Courts of Appeals review summary judgments
de novo,
applying the same standard as the district courts.
This Court will consider the evidence in the light most favorable to the non-mov-ant, yеt the non-movant may not rely on mere allegations in the pleadings; rather, the non-movant must respond to the motion for summary judgment by setting forth particular facts indicating that there is a genuine issue for trial.
See Anderson v. Liberty Lobby, Inc.,
ANALYSIS
A. Procedural Claims
1. Statute of Limitations for Title VII and
Under
Under Texas law,
2. Exhaustion of Administrative Remedies
In his EEOC Charge, Byers expressly states that his “Personal Harm” was that he “was discharged from [his] position as General Accounting Manager on February 27, 1996.” In Plaintiffs Response to Defendant’s Motion for Summary Judgment, Byers clearly limits his Title VII claims to discrimination and retaliation based on his allegedly wrongful discharge from TDMN. Thus, there is no conflict between the matters alleged in Plaintiffs EEOC Charge and those alleged in his First Amendеd Complaint, filed with the district court on January 16, 1998. Accordingly, Byers has exhausted his administrative remedies, and this Court need not dismiss certain of Byers’s Title VII claims because they were not included in the EEOC charge.
In its Motion for Summary Judgment and Brief in Support, TDMN argues that Byers’s
Now we address the assertion that Byers’s
B. Substantive Claims
1. Race Discrimination Claims
Under Title VII, “[i]t shall be an unlawful employment practice for an employer (1) ... to discharge any individual ... because of such individual’s race.... ”
Byers fails to establish a
prima facie
case of reverse discrimination based on Ms race. To establish a
prima facie
case, Byers must establish: (1) that he is a member of a protected group; (2) that he was qualified for the position held; (3) that he was discharged from the position; and (4) that he was replaced by someone outside of the protected group.
See Singh v. Shoney’s, Inc.,
With regard to the first prong, TDMN argues that Byers fails to satisfy it because he was not part of a racial minority at his place of work. TDMN observes that throughout Byers’s employment, the majority of employees at TDMN, the majority of directors or managers in Byers’s level, the majority of employees in Byers’s job grade, and the majority of the senior managers in Byers’s peer group in the Accounting Depart were white. The parties disagree over the required showing under this first prong. Some Fifth Circuit cases require that a plaintiff be a member of a “racial minority within the company.”
Switzer v. Texas Commerce Bank,
As for the fourth prong, TDMN asserts that Byers cannot "establish a
pri-ma facie
case of discrimination based on race because he was replaced by someone outside of Ms protected class. Yvonne Morgan, who is white, assumed Byers’s responsibilities upon his termination on February 27, 1996. Gary J. Wierzbicki, who is also white, eventually filled Byers’s position of General Accounting Manager. In
Singh,
the plaintiff, a white woman, “failed to make out a
prima facie
case of race discrimination on this record, because she was replaced by a wMte female.”
Singh,
In response, Byers directs this Court’s attention to a more recent holding in
Nieto v. L & H Packing Co.,
which criticizes the district court for holding that Nieto failed to establish a
prima facie
case of discrimination because his position was immediately filled by a member of the same protected class.
See Nieto v. L & H Packing Co.,
This Court finds Byers’s argument unavailing. In
Hornsby v. Conoco, Inc.,
this Court “affirmed the district court’s dis
Byers's argument also fails because he stretches the Nieto holding too far. In footnote 7 of its opinion in Nieto, this Court cautions district courts against applying the four-part, prima facie case test too mechanically: "While the fact that one's replacement is of another nationa] origin `may help to raise an inference oi discrimination, it is neither а sufficient nor a necessary condition.' Carson v. Bethlehem Steel Corp.,
Accordingly, this Court need not proceed to the second and third prongs of analysis under the McDonnell Douglas framework because we find that Byers fails to establish a prima facie case of race discrimination under Title VII. We AFFIRM the district court's granting of summary judgment as to Byers's claims under both Title VII and
2. Retaliation Claims
As this Court has held, the McDonnell Douglas test applied to Title VII disparate treatment cases is also applicable to Title VII unlawful retaliation cases. See Long v. Eastfield College,
Byers fails to establish a prima facie case of retaliation under Title VII. To establish a prima facie case, Byers must show: (1) that he engaged in activity protected by Title VII; (2) that he suffered an adverse employment action; and (3) that a causal connection exists between the protected activity and the adverse employment action. See Webb v. Cardiothoracic Surgery Assoc.,
Under Title VII, an employee has engaged in protected activity if he or she
This Court finds that Byers’s belief thаt Brown was discriminating against him based on race in violation of Title VII was objectively unreasonable. Byers has produced evidence that he alleges demonstrates that on at least four occasions he opposed acts of racial discrimination committed by Brown. First, Byers refers to the time when he told Brown, and Mark Rapier, in Human Resources, that he believed TDMN employees Ann Self and Loira Baker were being treated differently because of their race. More specifically, Byers complained that Ann Self, who is white, had been discharged and given termination papers, while Brown had sought to promote Loira Baker, who is black. Plaintiff claims that Self and Baker held similar positions in TDMN and had made similar errors in their work. However, the evidence shows that Self was never discharged but was instead rehired into another position in her department and that Byers was aware of this detail at the time that he made his complaint. In addition, evidence shows that Brown’s reason for refusing to fire Baker was that he believed the Accounts Payable Department had some systemic problems which he wanted to take a look at before blaming individual employeеs, and this was communicated to Byers. A subsequent review of the Department disclosed a confusing set of guidelines preventing employees from correctly processing work. This Court finds that Byers’s belief that Brown’s decision to retain Loira Baker was evidence of race discrimination was objectively unreasonable.
Second, Byers mentions that he complained to Brown, Rapier and Ellen Wilson after receiving mediocre ratings on his August 1993 performance appraisal. In particular, Byers alleges that Brown had given extraordinary weight to subjective criteria, such as Byers’s job knowlеdge, dependability, timeliness, judgment, communication skills and working relationships. While admitting that there is nothing wrong with Brown using these subjective criteria, Byers claims that Brown used a double standard for his white mangers as compared to his black managers. However, Byers also admitted that there were no black managers who reported to Brown, and Mr. Coleman, another white employee who reported to Brown, expressly stated that he received good reviews from Brown. In fact, no evidence has been presented indicating why Brown’s decision to give consideration to subjective criteria would constitute race discrimination, nor has any evidence been presented showing that other, non-white employees were treated differently. Furthermore, the evidence does show that prior to this August 1993 appraisal, Byers had failed to perform a high priority task assigned to him by Brown. It is not objectively reasonable to leap from an observation that one’s communication skills and working relationships are being evaluated to the conclusion that race discrimination is the underlying explanation.
Fourth, Byers alleges that he told Brown’s supervisor, Bill Cox, that he was being discriminated against because of his race when Brown blamed Byers for a breakdown in the capital appropriation procedures. On or around February 1995, the auditor of TDMN discovered a breakdown in the process utilized for certain capitalization appropriations: instead of being routed to officers of TDMN and Belo Corporation for review and signature prior to review by Byers, certain appropriations were being forwarded from Brown’s secretary directly to Byers. When the error was detected, Brown sent Cox a memo explaining what had happened and noting that Byers should have caught thе missing signatures but thought someone else was checking for such approvals. Byers then complained to Brown that he should send out an amended memo because Brown was also at fault and should share the blame. Brown admitted his responsibility and apologized to Byers, but refused to send out another memo. On March 17,1995, Byers sent a memo to Cox stating that Brown’s earlier memo was “another example of his vicious attack on my professional character due to his personal dislike for my race.” After a discussion with Brown, Cox concluded that Byers’s allegations of racial animus were basеless. While this last incident provides the clearest example of Byers reporting to others that Brown was engaged in race discrimination, there is no evidence showing that Byers’s complaints were objectively reasonable.
Even viewing the evidence in the light most favorable to Byers, the non-moving party, this Court holds that the district court was correct in finding that Byers failed to present sufficient evidence showing that his alleged complaints of Brown’s race discrimination were objectively reasonable. The summary judgment evidence instead shows that Byers’s complaints were objectively unrеasonable.
Accordingly, this Court finds that the opposition clause requirements have not been satisfied and that Byers had failed to establish a
prima facie
case of unlawful retaliation. Therefore, this Court need not proceed to the second and third prongs of the
McDonnell Douglas
framework. We AFFIRM the district court’s granting of summary judgment as to Byers’s retaliation claims under both Title VII and
3. Aiuard of Costs Other than Attorneys’ Fees
On January 7, 1999, the district court issued its Memorandum Opinion and Order granting Defendant’s Motion for Summary Judgment in its entirety, finding that Byers had not established a
prima facie
case of either racial discrimination or retaliation, and dismissing each of Byers’s claims. As required under
In its Request for Leave to Consider 60(b) Motion, the district court found that its initial decision to award costs to the party incurring them was made in error and asserted its desire to correct the mistake. However, at the time of this Request for Leave, both parties had already filed their Notices of Appeal with this Court, and the district court no longer had jurisdiction over the case. The district court stated that if it had jurisdiction it would issue an order modifying its previous “Final Judgment” to award costs to the Defendant, pursuant to Federal Rule of Procedure 60(b), which allows courts to modify their judgments, upon motion, because of an earlier mistake.
On April 8, 1999, this Court remanded the instant case back to the district court, thereby granting its March 19, 1999 request for leave to consider the
We hold that the district court correctly awarded costs to TDMN.
Accordingly, we find that the district court correctly awarded costs other than attorneys’ fees to TDMN as the prevailing party.
CONCLUSION
First, we AFFIRM the district court’s procedural rulings that Byers’s claims are not barred on the grounds of an alleged failure to meet limitations requirements, exhaust administrative remedies, or establish the existence of an employment contract. Second, we AFFIRM the district court’s granting of summary judgment, holding that Byers has failed to establish a
prima facie
case of either racial discrimination or retaliation under Title "VTI and
Notes
. Although Byers asserts claims under Title VII and
. Under
. For example, Byers cannot provide sufficient evidence of disparate treatment with respect to similarly situated non-white employees.