James Williams prevailed in his claim that he was discharged by Valentec Kisco, Inc., because of his age in violation of the Age Discrimination in Employment Act (ADEA), 29 U.S.C.A. §§ 621-34 (1988 & West Supp.1991). However, the jury rejected his claim brought under 42 U.S.C. § 1981 (1988) that he was also discharged because of his race, and the magistrate judge 1 who tried the case entered a similar judgment on his Title VII race claim brought under 42 U.S.C. § 2000e-2 (1988). Valentec Kisco argues on appeal that it was entitled to judgment notwithstanding the verdict on the age claim. Williams argues that the magistrate judge erred in finding against him on his Title VII claim and in giving instructions on the section 1981 race claim which did not properly inform the jury of the burden of proof and shifting burdens in such cases. Williams further argues that the magistrate judge erred in denying his motion for liquidated damages and front pay. We affirm the judgment of the magistrate judge in all respects except on the front pay issue, which we remand for reconsideration in accordance with our instructions.
We state the facts in the light most favorable to Williams as we are required to do under the standard set forth later in this opinion.
Valentec Kisco manufactures grenades and Army parts. Williams, a black man, had worked for Valentec Kisco for about twelve years, and was 51 years old at the time of the events at issue. Williams had been off work on medical leave because of job-related injuries and prostate surgery. When he returned, he worked on the second shift for approximately four months and then switched to the third shift to avoid working overtime. His regular job on the second shift had been to check the quality of grenades coming down the lines. He asked to be transferred back to the second shift and was told that the only job available was a sealer position. That position entails taking boxes of hand grenades and sealing them by placing, aluminum foil bags on each box. The box is then sent to the second sealer who vacuum seals the box, places it in another box, and tapes the outside box. The sealer then loads the box onto a skid located next to the assembly line. Each box holds approximately 200 grenades and weighs approximately 67 pounds. When the skid is full, a tow loader moves it away from the line, and an empty skid is then moved in place for loading.
Williams told his supervisor, Leigh, that he would prefer to stay on the third shift if the sealer position was the only job available during the second shift, because his medical condition made lifting difficult. Leigh told Williams that he had to return to the second shift. Although Leigh testified that Williams requested the change back to the second shift, there was no documentation in the file regarding the change, and no explanation for the lack of documentation.
On March 11,1987, Williams reported for work and Leigh assigned him his duties. After about two and a half to three hours Williams took a break to go to the restroom. Before he left there was a nearly full skid that he had been loading approximately two feet from his position on the line. When he returned from the restroom the skid had been moved twelve feet from its earlier position and no new skid was put in its place. Leigh told Williams that he had ordered the skid moved in his absence, and when Williams asked why, Leigh said, “I do like I want to.” Customarily, one of the sealers instructed that the skid be moved away from the line when it was nearly full.
Williams then obtained a two wheeler hand dolly located some ten feet from the assembly line, intending to use it to place boxes on the dolly and move them from the line to the skid. Leigh told him he could not use the dolly and made Williams accompany him to the office, where they were *726 joined by Sam Asbrock, a foreman, and the shop steward. Leigh told Asbrock what had happened and that Williams refused to do his job. Asbrock asked Leigh what he was doing with an old man carrying the boxes anyway. When the shop steward asked Leigh why he objected to Williams' using the two' wheeler, Leigh stated that he was going to “fire this son of a bitch.” Leigh then told Williams to leave the plant, and Williams left.
Leigh suspended Williams pending an investigation and prepared a disciplinary report showing that Williams refused to accept his job assignment. Williams told Leigh that day that he was having medical problems and Leigh wrote on the report that Williams informed him he was unable to do the job. There was evidence that the two wheeler was used to move grenades from place to place within the factory, and to pick up grenade parts. There was no written rule prohibiting employees from using the two wheeler to move boxes of grenades from the line to the skid, and nothing in Valentec Kisco’s literature stated that the two wheeler could not be used in this fashion due to any safety hazards. The company safety rules did not prohibit use of the two wheelers, but they did state that employees were not to attempt to lift weights that were too heavy for them. Williams had used the two wheeler to move grenades from one place to another while working the second shift earlier in the week, and no one had ever told him that he could not use the two wheeler in that fashion. Valentec Kisco eventually terminated Williams and replaced him with a 30-year-old male, who left shortly thereafter on medical leave, and was in turn replaced by a 20-year-old white male. Williams made efforts to be reinstated, but was unsuccessful. He then commenced this action.
The issues submitted to the jury were whether age or race were “determining” or “motivating” factors in Williams’ discharge. The jury was also instructed that defendant claimed that the sole reason for the termination was refusal to perform a job as directed by his supervisor, and that plaintiff had the burden to prove that this was mere pretext or coverup for the discharge. The jury found for Williams on his age discrimination claim and determined Valentec Kisco’s conduct to be willful. However, the jury rejected Williams’ section 1981 race discrimination claim. The magistrate judge entered judgment for Valentec Kisco on the Title VII race discrimination claim, holding that because of the jury verdict on the section 1981 claim, collateral estoppel required a finding of no discrimination for the Title VII claim as well. The jury assessed Williams' damages at $85,000. The magistrate judge ruled that Williams had waived any claim to liquidated damages when his counsel stated on the record that he would not pursue punitive damages on either the race or age claim pursuant to an agreement that certain evidence would be excluded from trial in return for this stipulation. ■
I.
Valentec Kisco argues that the magistrate judge erred in failing to grant its motion for judgment notwithstanding the verdict since there was no “competent and substantial” evidence to support a finding of pretext or intentional age discrimination.
An age discrimination case may proceed to trial on two paths: one involving direct evidence and the other using the three stage order of proof and presumptions that arise therefrom under
McDonnell Douglas Corp. v. Green,
Our earlier cases make clear the scope of our review regarding this issue. As we said in
Barber v. American Airlines, Inc.,
[W]e are concerned primarily with the simple question whether the record contains enough evidence to justify a rational jury in finding that age was a determining factor in what happened to plaintiff[], a factor in the absence of which the employer would not have taken the adverse action it did.
See also Morgan v. Arkansas Gazette,
1) consider the evidence in the light most favorable to [Williams], who prevailed with the jury; 2) assume that all conflicts in the evidence were resolved by the jury in [Williams’] favor; 3) assume as proved all facts which [Williams’] evidence tends to prove; 4) give [Williams] the benefit of all favorable inferences which may reasonably be drawn from the facts proved; and 5) affirm the denial of the motion if reasonable persons could differ as to the conclusions to be drawn from it.
We have set forth above the evidence in a light most favorable to Williams under the standards articulated in Morgan and Barber. We confess that the ease is close. The evidence certainly supports a conclusion that the supervisor, Leigh, was arbitrary in moving the skid and in forbidding Williams from using the dolly to move the boxes from the line to the skid. The evidence could support an inference that there was some bad blood between Leigh and Williams in this respect. Leigh made several other arbitrary actions in which he made clear that he was requiring Williams to make shift changes or use equipment exactly as Leigh desired, and failed to require Williams to seek medical attention when informed that Williams was having medical problems.
Valentec Kisco’s articulated legitimate nondiscriminatory reason for terminating Williams was that he disobeyed direct orders from Leigh. The evidence we recited above is sufficient to support a finding that this stated reason was pretextual. Valentec Kisco argues, however, that the plaintiff cannot prevail only by proving pretext, but must also prove that age was a determining factor in the employer’s decision to fire the employee.
Texas Dept. of Community Affairs v. Burdine,
Valentec Kisco relies on cases from circuits that have replaced the conjunction “or” found in
Burdine
with “and,” requiring the plaintiff to persuade the factfinder both that a discriminatory reason more likely motivated the employer,
and
show that the employer’s proffered reason was unworthy of credence.
See, e.g., Bienkowski v. American Airlines, Inc.,
In addition to this evidencé of pretext, however, Asbrock questioned Leigh as to what he was doing “with an old man carrying the boxes anyway?” Asbrock was another supervisor who also signed the disciplinary report. The issue presents itself as to whether this is direct evidence of a discriminatory intent.
4
See Trans World Airlines, Inc. v. Thurston,
Valentec Kisco asserts additional arguments that merit little discussion. For instance, Valentec Kisco argues that the magistrate judge erred in failing to admit evidence that Leigh could not know the identity of Williams’ replacement. This argument is an attack on Williams’ prima facie case, which is irrelevant at this stage.
See Aikens,
II.
Williams argues that the magistrate judge erred in denying his motion for liquidated damages and front pay.
A.
Williams claims that he was entitled to liquidated damages because the jury unanimously found that Valentec Kisco’s discriminatory conduct was willful. Liquidated damages are allowable under the ADEA only for “willful violations.” 29 U.S.C. § 626(b);
Bethea v. Levi Strauss & Co.,
The magistrate judge determined that Williams’ counsel waived the right to liquidated damages by stipulating before trial that he would not seek punitive damages. Williams’ counsel stated on the record that he would not pursue punitive damages on either the race claim or the age claim. The record indicates, however, that counsel intended to waive only punitive damages on both counts, as he stated: “I want to make clear that the allegations of intentional acts on the age claim would still stand, and we’d still be asking for damages on that.” Additionally, the magistrate judge allowed Williams to submit a special interrogatory on the verdict form asking the jury to determine whether Valentec Kisco’s violation was “willful.” We do not read this stipulation as foreclosing consideration of liquidated damages, and are satisfied that the magistrate judge erred in concluding that it did.
We entertain serious question, however, as to whether the evidence is sufficient to support the jury’s finding of willfulness. In
Morgan v. Arkansas Gazette,
we discussed the standard for determining whether an ADEA violation is willful.
B.
The magistrate judge also denied Williams’ motion for an award of front pay because Williams had not requested reinstatement in his pleadings. Relying on a Third Circuit case and two district court decisions, the magistrate judge determined that a claim for reinstatement is a prerequisite to receiving a front pay award.
E.g., Wehr v. Burroughs Corp.,
We have held that in fashioning equitable relief for the plaintiff, the court may grant reinstatement or monetary damages in lieu of reinstatement,
Gibson v. Mohawk Rubber Co.,
We therefore remand the front pay issue to the magistrate judge, with directions to consider whether an award of front pay would be equitable. The magistrate judge should keep in mind that “[fjuture damages should not be awarded unless reinstatement is impracticable or impossible____ Because future damages are often speculative, the district court, in exercising its discretion, should consider the circumstances of the case, including the availability of liquidated damages.”
Wildman v. Lerner Stores Corp.,
III.
Williams argues that the magistrate judge erred in not finding Valentec Kisco liable on his race discrimination claims. The judge found against Williams on his Title VII claim after the jury found against him on his section 1981 claim.
5
Williams claims that he established a prima facie case of racial discrimination, and that Valentec Kisco’s explanation was pretextual. In essence, Williams attempts to substitute this court as factfinder. The magistrate judge acknowledged the jury’s finding and correctly determined that collateral estoppel forced him to reach the same conclusion in Williams’ Title VII claim.
See McIntosh v. Weinberger,
IV.
Williams then argues that Instructions 16 and 20 on the section 1981 race discrimination claim were erroneous because they did not properly advise the jury of the burdens of proof as set out in McDonnell Douglas. Indeed, Williams submitted a six-page instruction requiring the jury to answer specific questions regarding, inter alia, (1) the elements of his prima facie case; (2) articulation of a nondiscriminatory reason for discharge; (3) pretext; and (4) whether Williams would have been discharged regardless of his race.
The Supreme Court has stressed that the
McDonnell Douglas
stages of proof method was “ ‘never intended to be rigid, mechanized, or ritualistic,’ ”
Aikens,
Instructions 16 and 20 submitted the ultimate issue of whether race was a motivating factor in the discharge decision. They informed the jury that Williams was not required to produce direct evidence of unlawful motive, and that intentional discrimination is seldom admitted but may be inferred from the existence of other facts. In addition to these two instructions, another instruction given to the jury stated that “Plaintiff has the burden of proving that [Valentec’s] stated reason [for discharge] was a mere pretext or a cover-up for plaintiff’s discharge on the basis of [race].” As an appeals court, we read the instructions as a whole and consider them in light of the entire charge.
Crimm v. Missouri Pac. R.R.,
We affirm the magistrate judge’s judgment in all respects, except for the issue of front pay, which we remand for further consideration in light of this opinion.
Notes
. A United States magistrate judge tried the case with the parties' consent pursuant to 28 U.S.C.A. § 636(c) (West Supp.1991).
. The four basic elements of plaintiffs prima facie case are:
(1) that he or she is within a protected age group, (2) that he or she met applicable job qualifications, (3) that despite these qualifications, he or she was discharged, and (4) that, after the discharge the position remained open and the employer continued to seek applications from persons with similar qualifications.
Dace v. ACF Industries, Inc.,
. See Catherine J. Lanctot, The Defendant Lies and the Plaintiff Loses: The Fallacy of the "Pretext-Plus" Rule in Employment Discrimination Cases, 43 Hastings L.J. 59, 64-68 (1991).
. Direct evidence is also used in "mixed motive” cases.
See Price Waterhouse v. Hopkins,
. Submission of the discriminatory discharge claim under section 1981 may have given Williams more than he would have been entitled to at certain periods during the past several years. Such a case was submissible at the time of trial but later was not.
See Hicks v. Brown Group, Inc.,
.
Foster v. University of Arkansas,
