Abоut 90 pounds of meat vanished from a cooler at the Riverside Golf Club one evening. There were no signs of forced entry, and nothing else was missing; this was an inside job. Robert White, the Club’s manager, сoncluded that heads would roll, and he feared that unless he found the culprit the severed neck would be his own. Four people in addition to White had keys to the meat coolеr. Gerald Achor, a bartender, was responsible for locking the Club at night, and as the last employee on the premises he was in the best position to make off with such cumbersome bоoty. White discussed the theft with each of the other four key-holders sequentially, ending with Achor. During the meeting, Achor turned in his keys; he left the Club, never to return. Achor contends that White asked him to take the blame, because he was the oldest of the five key-holders and had the best pension, and that when he refused he was fired; White contends that Achor resigned to avoid investigatiоn. This suit under the Age Discrimination in Employment Act turns on who told the truth. If Achor quit, the Club prevails; if White sacked him because of his age, then Achor wins.
Unfortunately, the magistrate judge (who the parties agrеed could conduct the trial and enter judgment in the district judge’s stead, see 28 U.S.C. § 636(e)(1)) gave the jury a set of instructions much too complex for a swearing contest. The judge instructed the jury at length that there are two ways to prove allegations of discrimination, “direct” and “indirect.” Each, according to the instructions, requires the plaintiff- to prove some number of “essential elements” (three for one method, four for the other) and added that “[i]f the plaintiff has failed to prove one or more of these facts, you must find for the defendant.” This naturally рosed the question, which the instructions did not address: Who wins if the plaintiff shows the elements of one method, but not of the other? Long instructions also set up the possibility of disagreements over mаtters that may be terminological but could be substantive. Here the parties locked horns on the question whether the fourth element of the indirect method should be “[a] younger persоn was hired in plaintiffs place” (the Club’s proposal) or “[pjlaintiff was replaced by a younger person” (Achor’s proposal). The judge sided with the Club. He also gave four instructions аbout the doctrine of at-will employment in Illinois, which does not excuse age discrimination and was otherwise of tangential relevance. One of these instructions unhelpfully told the jury thаt “[a]n employment-at-will relationship gives an employer the right to terminate the employment at any time, subject to Section 623 and 631 of Title 29 of the United States Code.” Even lawyers do not have 29 U.S.C. §§ 623 and 631 memorized. Although another instruction quotes these parts of the ADEA, a judge should tell jurors what their practical tasks are under the law, rather than providing raw legal texts fоr jurors to digest.
None of this was necessary. After some preliminaries, the judge told the jury:
[I]t is Plaintiffs burden to prove by a preponderance of the evidence that he was discharged by Defendant because of his age. In order for you to determine whether Plaintiff was discharged because of his age, you must decide whether Defendant would have fired Plaintiff had he been younger than 40 and everything else had remained the same.
This instruction, adapted from
Gehring v. Case Corp.,
*341
What role do the direct and indirect means of proving discrimination, with their multiple sub-elements, play once the jury has taken up the question posed in the instruction we just quoted? A judge might usefully direct the jury’s attention to some issues that support an inference one way or the other, such as whether the managers made remarks implying antipаthy to older workers, or the age of a person’s replacement, but factors that support an inference of discriminatory intent are neither necessary nor sufficient, аs the instructions in this case imply. Cf.
St. Mary’s Honor Center v. Hicks,
Instructions from a pattern book, which these were, may be out of date and ill adapted to the case. Consider the parties’ dispute about the use of “replaced” versus “hired” in the fourth “element” of one “method.” It is easy to see why the parties cared. Once the judge decided to use the pattern instruction — a step neither side contested — the choice of words could matter a lot. Achor was “replaced” on the day he left by a young cocktail waitress, and for the next few weeks the bar was staffed by a number of people under 40; but a month later the Club hired a new bartender a few years Achor’s senior. The Club preferred the word “hired” so that it could stress the age of the permanent replacement; Achor preferred the word “replaced” so that he could harp on the youth of the people who performed his job immediately after he left. Neither side noticed that in O’Connor the Supreme Court disapproved the concept behind this instruction. See our discussion of O’Connor in Carson. The statute’s question is not the age of the replacement (or whether there was onе) but whether the plaintiff would have kept his job had he been younger. Achor’s claim shows the need for a tight focus on that issue. His theory of discrimination — that White fired the eldest suspect to sаve the skins of the four other key-holders, all under 40 — is sound as a matter of legal principle, and was undercut by either version of the instruction, which directed attention to whether he was fоrced out to make room for a younger bartender.
As for the at-will instructions: we doubt that they should have been given, and we are confident that they should not have used the formal terminоlogy they did, suited more to lawyers than to lay deciders. A judge might usefully tell a jury that “the age discrimination law does not protect an older employee from being fired without good cause.”
Visser v. Packer Engineering Associates, Inc.,
These observations do not lead to victory for Achor, however, because the fundamental flaws in these instructions were nеver brought to the judge’s attention. See Fed.R.Civ.P. 51. (No doctrine of “plain error” applies to jury instructions in civil cases.
Deppe v. Tripp,
Affirmed.
