*2
JONES,
Circuit
Before KENNEDY
Judge.
CONTIE,
Circuit
Judges, and
Senior
one of
executives
be
KENNEDY,
Judge.
Circuit
were, however,
large
There
terminated.
appeals
Hawley
G.
Plaintiff Chester
persons
of other
in other
number
judg-
of the District
order
*3
were also terminated.
Dresser
of defendants
ment n.o.v. in favor
George A.
(“Dresser”) and
Korb
Industries
Jeffrey
a member
the
Plaintiff was
of
For the
age
case.
in this
discrimination
early
of plaintiff’s
Pension
Because
Plan.
reasons,
the
following
we REVERSE
Dis-
termination,
agreed to transfer
Dresser
n.o.v., AF-
judgment
of
Court’s order
trict
This
Plan.
him to the Galion Pension
awarding
order
a new
its alternative
FIRM
plan
plain-
transfer to the Galion
increased
trial,
order
AFFIRM the District Court’s
$170,159.
pension by
Dresser was
tiff’s
damage award
from the
granting offsets
By
obligated
not
to make this transfer.
benefits,
RE-
pension
and
for increased
plan,
was
plaintiff
the terms of the Galion
for a new
to the District Court
MAND
plan
eligible
participate
the Galion
trial.
he had not worked at a Galion
30,
date,
April
as
division
of
1976. On
I.
Jeffrey plans were frozen
the Galion and
Jeffrey
the
Manufactur-
joined
Plaintiff
to a
employees
and all
were transferred
engineer.
in 1946 as an
In
ing Company
pension plan.
Dresser
1972,
president
par-
vice
became
trial,
jury
At
found that Dresser and
Jeffrey
company,
Galion Manufactur-
ent
plaintiff in viola-
willfully
Korb
terminated
acquired
In
ing Company.
Dresser
Employ-
Age
tion of the
Discrimination
president
Jeffrey Galion. Plaintiff became
(“ADEA”), 29
et
ment Act
U.S.C.
§
Dresser’s Con-
of the Galion Division of
seq.
damages,
On
the issue
(“CEG”)
Group
on
Equipment
struction
and
found
Dresser
Korb were not
1, 1976,
promoted
in 1977 he
May
and
was
$170,159,
entitled to
offset of
which was
president
the CEG itself.
pension
the enhanced
bene-
attributable to
president
In
became the vice
Korb
The District Court
fits
received.
report.
plaintiff would
of Dresser to whom
as a
of law
award
ruled
matter
later,
Korb
Three months
demoted
$46,451,
representing
would be offset
president
planning for the
to vice
CEG
re-
pension
increased
benefits
pay.
Plaintiff was
with
reduction
early
of an
retirement sub-
ceived because
replaced
president by
Hilton.
James
pension
sidy
defrayal
of his
benefits
present
This demotion is unrelated to
age
taking
until
instead of
benefits at
age
claim.
discrimination
The court
discharged.
62 when he was
diffi-
Dresser suffered severe economic
judgment
entered
measure,
cost-cutting
culties in
As a
$384,116, plus
This
amount of
interest.
opted to restructure
president
Dresser’s
damages
compensatory
amount included
organization and
a level of
remove
$192,058
damages in the
liquidated
pri-
management.
system
Under Dresser’s
same amount.
management at the
operating
or to
judgment
Dresser and Korb moved
manage-
to the
reported
divisions
senior
alternative,
or in
a new trial. On
n.o.v.
headquarters through
ment at
an interme-
31, 1990,
ruled
the District Court
October
management
Group.
diate level of
called
sup-
there
insufficient evidence
eight of
In
Dresser dismantled
its
port
finding
plaintiff’s
termination
including
Groups,
twelve
the CEG. Six of
judg-
vacated the
was willful.
court
Groups,
eight planning officers of these
damages
liquidated
and held that if
ment
including plaintiff, were terminated.
judgment
appeal,
reversed on
its
control,
Groups under
the two
Korb’s
receive
trial.
defendants
a new
would
positions
elimi-
top
twelve
executive
were
executives,
April 25,1991, the
held
eleven
On
District Court
nated. Of
twelve
these
sup-
insufficient evidence
Dresser
were found new
within
Plaintiff,
plaintiff’s
port
finding
termination
reorganization.
after the
place
ADEA. The court also
the decision not to
him in a new
violated the
over-
finding
the defendants
plaintiffs
turned the
was motivated
$170,159
agree
entitled
offset.
were not
We
the District Court that the
held that if its
The court
reduction in force caused the elimination of
appeal,
defendants would
reversed on
plaintiffs job
evi-
there was no
on
a new trial
these issues well.
receive
that age
dence
a factor in the restruc-
turing of
company.
appeal:
Plaintiff raises three issues
erred in
the District Court
If plaintiff
prevail,
tois
it must be
judgment n.o.v. on the ADEA claim and
failing
on the basis that
was a
factor
*4
evidence
holding that there was insufficient
place plaintiff
position.
to
in another
The
finding
Dresser and
jury
to sustain the
that
plaintiff
pro
evidence
that
a
showed
was
ADEA; the
willfully
Dis-
Korb
violated the
many
ductive employee and that he had
damage
in reducing
trict
erred
the
Court
years
experience
plan
in engineering,
$170,159;
District
by
award
and the
ning and
offered
administration. Plaintiff
reducing
damage
by
the
award
erred in
testimony
Pflaumer,
planner
that Mr.
a
in
$46,451.
given
Group,
planning
another
was
another
position after
time
plaintiff
the
that
was
II.
discharged. Plaintiff also
testimo
offered
notwithstanding the
Judgment
verdict
Mitchell,
ny that
plaintiffs
John
one
raises
issue of whether there was a
CEG,
planning
assistants in
for the
was
question
for
to
jury
of fact
decide.
given
job
reorganization.
another
after the
Chappell
Corp., 803 F.2d
v. GTE Products
testimony
Plaintiff
offered
from
also
261,
denied,
(6th Cir.1986), cert.
480
265
the jury
which
could have inferred that the
L.Ed.2d
U.S.
107 S.Ct.
plaintiffs age in the
defendants considered
(1987).
granted
Judgment n.o.v. should be
Hilton,
decision to fire him. James
who
only if
could not differ
reasonable minds
boss,
that,
Hawley’s
on
was
testified
based
conclusions
drawn
be
plaintiff, he
a conversation he had with
Co.,
Toth v.
749 F.2d
evidence.
Yoder
thought
that
was so close to retire-
(6th Cir.1984).
determining
being
ment that
not
termi-
he would
mind
whether the evidence is insufficient as a
point
nated.
testified
one
Korb
support
judgment,
matter
a
of law
a
to ter-
was involved
decision
light
court must view the
plaintiff.
jury
con-
minate
The
could have
against
most
to the party
favorable
whom
influenced
cluded that the defendants were
j.n.o.v. made.
Id.
the motion for
is
by
concerning plaintiff’s
Hilton’s belief
evidence,
weigh
court
not
consider
does
willingness
terminated,
to be
a belief which
witnesses,
credibility
or substitute
part
itself was
based
jury.
its
for that of the
Schrand
Co.,
Federal
Electric
F.2d
Pacific
legitimate non-dis-
Defendants offered
(6th Cir.1988). This
154-55
Court is
terminating plain-
for
criminatory reasons
bound
the same
of review.
standard
Id.
argue that
employment.
tiff’s
Defendants
employ-
brings
Hawley’s
an
decision
A
action the
to terminate
position
prove
age
finding
ADEA
ment
him
under the
must
was
without
another
determining
employer’s
solely on the
difficul-
a
factor in the
deci was based
economic
experiencing. The evi-
sion that was adverse to him. Kraus v.
ties Dresser was
Containers,
Inc.,
an
experienced
that Dresser
Corrugated
Sobel
915 dence showed
Cir.1990). Where,
operating
Wit-
229-30
loss of
million in 1983.
$81
here,
force,
posi-
plain
planning
a
after
there is a reduction in
nesses testified that
eliminated,
age
planning
a
would be
tiff
either show that
factor
tions were
must
or,
responsibility
eliminating
position,
top
his
where some
executive
planning
positions,
therefore new
employees are shifted to other
each division and
stated
position, positions
not created. As
qualified
for another
he was
above,
the elimi-
given
position,
a
no evidence that
he was not
new
inap-
plaintiff’s ADEA claim was
anything
had
n.o.v. on
plaintiffs
nation of
argue
evi-
propriate
there was sufficient
age. Defendants
to do with
similarly
plan-
situated as
could
in-
dence from which the
other executives
assigned
jobs
plaintiff’s age
other
factor
was a
ners were
ferred
law, accounting, indus-
special
skills
in dis-
the defendants
considered
relations,
personnel
charging
trial relations
him.
qualified for such
not
violation of the ADEA occurs
A willful
positions.
predominant
factor
when
legitimate non-
offered
Once defendants
Schrand,
employer's
decision.
eliminating
for
discriminatory reasons
in-
given
proper
The jury
at 158.
reas-
employment and
plaintiffs
required to find
struction on what was
position,
burden
signing him to another
ADEA.
willful violation of the
We believe
by preponder-
prove
shifted to
provides the above evidence
sufficient
those reasons
of the evidence
ance
could have con-
basis from
discrimination.
pretext
were a
predomi-
plaintiff’s
was the
cluded
Green, 411
Douglas Corp. v.
McDonnell
factor in
decision
terminate
nant
*5
1817, 1825,
U.S.
S.Ct.
Therefore,
inappropriate
it
for
him.
was
(1973).
plain-
that
We believe
L.Ed.2d 668
grant judgment
the
n.o.v.
District Court to
question
fact
the
presented a
of
for
tiff
willfully
on
the
violat-
whether
defendants
jury
The
found
to
could have
jury
decide.
ed the ADEA.
explanation pretextual. We
defendants’
that
the
District Court
as to
agree
the
with
III.
found
executives who were
eleven other
that,
The
if its
District Court held
non-
positions,
established
other
defendants
appeal,
n.o.v.
reversed on
judgment
was
discriminatory
why they
to
were
reasons as
would
entitled to a new trial
defendants
be
positions
plaintiff was
placed
and
in other
on the issues whether defendants violat
However,
jury
found
the
could have
not.
ed
ADEA
whether
such viola
and
reducing
objec-
that
costs been
sole
applies
This
tion was willful.
Court
tive,
younger
other
possibly
and
two
one
reviewing
of discretion standard
abuse
employees
reassigned
who were
would
grant
Portage
of a new trial.
conditional
plaintiff
as-
have
terminated
been
II
Bryant
Corp.,
Petroleum
signed
positions
they
which
were
to the
to
(6th Cir.1990).
A
court
district
plan-
points
Plaintiff
to two
transferred.
evidence,
weigh
not
must
but should
not
reas-
ners who were
terminated but
jury
merely
set aside a
verdict
signed
planning positions, Mitchell
to other
conclu
jury could
drawn different
Mitchell, plaintiffs subor-
and Pflaumer.
sions.
Id.
dinate,
planning posi-
given a different
was
judgment
the motion for
younger than plaintiff.
was
tion. Mitchell
n.o.v.,
court
all of the evi-
reviewed
to
also transferred
another
Pflaumer was
Although
disagree
con-
with its
dence.
we
are unable to find
planning position. We
to be
clusion that there was
evidence
record,
par-
but the
Pflaumer’s
agree
evi-
to the
we
that
jury,
submitted
arguments treated him as a
jury
ties’ final
position
dence of the
to find another
failure
plaintiff’s
employee. Viewing
younger
very
for
of his
plaintiff because
thirty-seven years
employment
circumstantial,
solely
slight and
while
organization
positions,
in several
the fact
positions to
other
evidence that the
which
positions
found for Mitch-
that other
were
openings
were
executives were transferred
Pflaumer,
ell and
and Hilton’s belief
very
plaintiff could not fill was
retire,
which
ready
plaintiff
could
was
to
argu-
plaintiff
termination,
strong. As
conceded at oral
plaintiff’s
have inferred
ment,
only
age dis-
direct evidence of
when no other
was
which resulted
misinterpretation
was Hilton’s
him,
crimination
was not
his lack
found for
based
something plaintiff had
to mean
said
he was close to
skills but on the fact that
retiring
object
not
plaintiff
would
retirement
We hold
CEG, plaintiff
plan
remained
pension
time
opinion was at some
Hilton’s
and that
Jeffrey
participated,
he had
conveyed Korb.
testified
plan,
not
to an-
of his
and was
entitled to move
plaintiff
advised
Korb after
told
Jeffrey
plan.
plans
The
and Galion
termination;
did
remember this
Korb
not
30, 1976,
April
were frozen as
The evidence showed
conversation.
plan
employees participated in the Dresser
plaintiff
many persons younger than
were
1,May
1976. Perkins testified that
during
reorganization
also terminated
plaintiff did
not work for Galion
Although there was
and retrenchment.
eligible
May
until
not
testimony
Mitchell and Pflaumer were
participate
plan.
in the Galion
planners,
them were
the references to
passing
since
did not hold
merely
The
found that if
had not
plaintiff.
the level of
Mitchell
at
been terminated and had continued to work
arguments
not
mentioned in the
even
Dresser,
that Dresser
trans-
would have
jury.
to the
Defendants established
plan.
him to the
Plaintiff
ferred
Galion
all executives at the same level as
seeking
plan
had been
switch to that
reassigned
experi-
had skills or
prior to
years
seven
his termination.
Indeed,
plaintiff did
ence that
not have.
granted judgment
Court
n.o.v. on
District
testimony
in his own
conceded this
issue, concluding
a matter of law
Supreme
if not all of them. The
most
under the terms and conditions of the
acknowledged
has
that a district
Jeffrey plans,
Galion
judge
grant
the discretion to
a new
has
plan.
eligible
participate
Galion
appears
against the
trial if the verdict
to be
held that the
be-
The court
*6
weight
Byrd
of the evidence.
v. Blue
that
fore the court was
Dresser made
525, 540,
356
78
Ridge Cooperative,
U.S.
plaintiff
to transfer
to the Galion
decision
893, 902,
(1958).
tled to a back IV. pension benefit he would employed. Id. had he remained received argues that the District Plaintiff Theological Andover See Linn v. Newton ordering judgment n.o.v. erred in a Court 1, (1st Cir.1989); School, 9 Guth- 874 F.2d eligi on of whether the issue Co., 202, 210 Penney rie v. J.C. 803 Plaintiff ble the Galion Pension Plan. (5th Cir.1986). eligible testified at trial he was properly plan that the District Court hold participate Galion We this issue. by granted judgment n.o.v. on of the CEG were covered members CEG, partic- plaintiff was working Prior to on the Whether entitled plan. Galion ipate plan have been in the Galion should had worked a division covered of law He the court a matter Jeffrey plan. president determined as became 1,1976. Perkins, to the not have May Bettylu and should been submitted Galion testimony Manager pension admin- jury. of Pension Administra The Dresser’s overwhelmingly clear that tion, made it a member of the istrator testified 726 appellee’s enrollment in district court erred in not entitled to
plaintiff was finding judgment The n.o.v. plan. jury's other- motion the Gabon supported by the evidence. is not wise judgment notwithstanding the verdict A to be drawn the evi- only conclusion is question freely is of law that reviewa Dresser dence is that switched by judg appeal. ble on The issue raised plan so that would receive the Galion sufficient ment n.o.v. whether as a form of pension benefits additional question to raise a of fact for pay. agree We District severance 511, Kiledjian, v. 511 F.2d jury. O’Neill $170,159 by plain- received that the may (6th Cir.1975). judgment A n.o.v. 513 pension benefits should be tiff increased only if, granted upon viewing be the totali pay back award. offset from ty evidence most favor admissible motion, opposing ably party to the V. trier fact could draw but one reasonable granted a direct The District Court Inc., Spiegel, Hill 708 F.2d conclusion. v. were entitled to that defendants ed verdict (6th Cir.1983)(cited v. 237 Ridenour $46,451, in representing an an offset of (6th Cir.1986)). Co., Lawson plaintiffs pension value of crease in the Thus, re n.o.v. can be subsidy early retirement because of an if, viewing after the evidence versed subsidy. payment Perkins testi a deferred drawing all reasonable inferences age 65, plaintiff retired at fied plaintiff, this court concludes favor of the pension received less benefits would have “points strongly so the evidence than he entitled to receive minds favor of the movant that reasonable This offset directed after his termination. could not come to a different conclusion.” proper by the Court was so District Corp., 586 F.2d Morelock NCR not receive award that would (6th Cir.1978), denied, 441 cert. 1104-05 damages. greater his actual We than U.S. S.Ct. L.Ed.2d District Court did not err hold that the (1979). this offset. granting defendants Co., 696 In Blackwell Electric v. Sun *7 (6th Cir.1983), 1176 this court noted VI. in an case proof that the burden of ADEA the Accordingly, jury’s we reinstate ver- in accordance with the should be allocated willfully violated the dict that defendants Dept. in Supreme Court’s decision Texas discharging AF- ADEA in we Burdine, 248, U.S. Comm. v. 450 Affairs FIRM order the District Court’s (1981). L.Ed.2d 101 S.Ct. 207 new trial. We AFFIRM the defendants a However, case, present district the granting defen- District Court’s orders or not court elected not to decide whether $170,159 $46,451 dants’ offsets of case, in appellant prima made out a facie award, pay back and REMAND the deciding only appellant that the did stead a action District for new trial to the by preponderance of the not establish remaining the issues. discharged he evidence that was Therefore, age. Appendix in at 66. Joint CONTIE, Judge, Senior Circuit present posture, only need review we dissenting. appellant the district court’s decision that following reasons, respectfully I burden, For the carry and not failed to his ultimate Age dissent. The Discrimination in Em- each the elements articulated in Bur- ployment Act makes unlawful the dis- dine. employee
charge
of his
of an
623(a)(1). Appellant argues
29 U.S.C. §
I.
successfully
his
carried
ultimate
employer’s
successfully carry the ulti-
proving
prof-
that the
In order to
burden of
case,
age
in
pre-
erred
for his
mate
an
discrimination
reason
termination was
burden
by
preponder-
age
prove,
text for
must
discrimination and that
evidence,
employer’s
discriminatory
dence of
statements
made
of the
anee
discharge
by
supposedly
were
for
influenced the
articulated reasons
age
for intentional
discrimination.
termination decision. There is little merit
pretext
803 F.2d
Corp.,
Products
Chappell
appellant’s
v. GTE
in either
contentions.
Cir.1986),
denied,
cert.
919, 107
Finally, argument little required to find employer is not
because employment for executives who
substitute displaced of a work force Barnes, 1469-70;
reduction.
Ridenour, Reyn- 57; Sahadi v. 791 F.2d at Chemical,
olds
Cir.1980). appel- no evidence that
Since relayed to comment to Hilton was
lant’s
corporate headquarters before the decision made, or that this isolat-
to restructure was contributed in
ed comment could have manage- implement
way to the decision to liquidation, I
ment-wide would hold that grant decision to
district court’s proper there was no
n.o.v. was could infer that appellant mo-
appellee’s termination by age.
tivated reasons, I hold
For the above would also properly granted court district respect to issue of
judgment n.o.v. with discrimination.
willful
Joseph and Ella J. FLACCHE Plaintiffs-Appellants, Flacche, M. LIFE COMPANY
SUN ASSURANCE (U.S.), CANADA Defendant
OF
Appellee. 91-3462.
No. Appeals,
United Court of States Circuit.
Sixth 7, 1992.
Argued Feb. March
Decided
