Summary
noting distinction between status and conduct based discrimination
Summary of this case from Roberts v. Int'l Bus. Machines Corp.Opinion
Case No. CIV-07-1100-D.
August 5, 2008
ORDER
Before the Court is Defendant Head Country Food Products, Inc.'s Motion to Dismiss [Doc. No. 4], filed pursuant to Fed.R.Civ.P. 12(b)(6). Defendant seeks dismissal only of a pendent state law claim asserted in the Complaint for wrongful discharge in violation of Oklahoma public policy. Defendant asserts that Plaintiff cannot state such a claim because she has adequate federal statutory remedies. Plaintiff has timely opposed the Motion, which is at issue.
Standard of Decision
Dismissal under Rule 12(b)(6) for failure to state a claim is proper "if, viewing the well-pleaded factual allegations in the complaint as true and in the light most favorable to the non-moving party, the complaint does not contain `enough facts to state a claim to relief that is plausible on its face.'" Macarthur v. San Juan County, 497 F.3d 1057, 1064 (10th Cir. 2007) (quoting Bell Atlantic Corp. v. Twombly, 127 S. Ct. 1955, 1974 (2007)); accord Trentadue v. Integrity Comm., 501 F.3d 1215, 1236 (10th Cir. 2007); Teigen v. Renfrow, 511 F.3d 1072, 1078 (10th Cir. 2007). Here, however, Defendant's Motion raises a purely legal issue. Defendant does not dispute that Plaintiff adequately alleges federal employment law claims; it challenges only whether she can also pursue a state law remedy based on those same factual allegations.
Plaintiff's Claims
Briefly stated, Plaintiff is a female, over-40 former employee of Defendant who worked as a production employee from March, 2003, until September, 2005. Plaintiff alleges that during her employment she was subjected to sex-based, age-based, and retaliatory harassment that created a hostile work environment and ultimately resulted in her constructive discharge. The Complaint contains a litany of incidents involving sexual comments and physical conduct directed at Plaintiff and others, and derogatory remarks made to Plaintiff by coworkers and managers arguably based on her gender and age. Plaintiff alleges that she "repeatedly complained about the sexual, gender, and age related comments" but her complaints and opposition were ignored, "and resulted in more aggressive comments in retaliation for her reporting." See Compl. ¶ 15. Plaintiff claims she was "forced to quit because of the sexual harassment, physical threats, constant berating and cursing, the gender and age discriminatory remarks and profanity." See Compl. ¶ 20. The Complaint also states that Plaintiff timely filed an EEOC charge of age and gender discrimination and retaliatory termination and that she timely filed suit within 90 days after receiving notice of her right to sue.
Based on these allegations, Plaintiff asserts the following claims: (1) retaliatory termination in violation of Title VII of the Civil Rights Act of 1964 as amended, 42 U.S.C. § 2000e-3; (2) hostile work environment based on gender discrimination and sexual harassment in violation of Title VII; (3) age discrimination and retaliation in violation of the Age Discrimination in Employment Act, 29 U.S.C. § 621 et seq., and (4) a state law wrongful discharge in violation of Oklahoma's public policy as articulated in anti-discrimination statutes, Okla. Stat. tit. 25, § 1001 et seq., and recognized in Burk v. K-Mart Corp., 770 P.2d 24 (Okla. 1989), and its progeny, including most recently, Saint v. Data Exchange, Inc., 145 P.3d 1037 (Okla. 2006).
Defendant's Motion
Defendant seeks the dismissal of Plaintiff's state law wrongful discharge claim based on precedents of the Oklahoma Supreme Court holding that a Burk claim is precluded when an adequate federal remedy exists. See Clinton v. State ex rel. Logan County Election Bd., 29 P.3d 543, 546 (Okla. 2001); Marshall v. OK Rental Leasing, Inc., 939 P.2d 1116, 1122 (Okla. 1997); List v. Anchor Paint Mfg. Co., 910 P.2d 1011, 1013 (Okla. 1996). The issue presented is whether Plaintiff can simultaneously pursue federal claims of wrongful termination under Title VII and ADEA and a state law wrongful discharge claim under Burk and other decisions of the Oklahoma Supreme Court, such as Saint, Collier v. Insignia Financial Group, 981 P.2d 321 (Okla. 1999), and Tate v. Browning-Ferris Inc., 833 P.2d 1218 (Okla. 1992). For reasons that follow, the Court finds that the resolution of this issue depends on the nature of the claim asserted.
Analysis
Prior to the Oklahoma Supreme Court's decision in Saint v. Data Exchange, 145 P.3d 1037 (Okla. 2006), Oklahoma law seemed clear that the federal statutory remedy available under Title VII provided an adequate and exclusive means to recover for employment discrimination resulting in a constructive discharge. See Clinton, 29 P.3d at 546. In Saint, however, the Oklahoma Supreme Court announced that "there is a Burk tort remedy for those who allege employment age discrimination." Saint, 145 P.3d at 1039. In reaching its decision, the court neither discussed the adequacy of the available federal remedy nor prior cases, such as List v. Anchor Paint Mfg. Co., 910 P.2d 1011, 1015 (Okla. 1996), holding that the federal age discrimination statute provides an exclusive remedy. This silence has created uncertainty about the continued validity of prior precedents that had been viewed by federal courts as precluding Burk claims in federal employment discrimination cases.
Following Saint, federal judges in Oklahoma have attempted in various ways either to reconcile the Oklahoma Supreme Court's employment law decisions or to manage federal cases involving Burk claims until the uncertainty is resolved. The undersigned has previously concluded that, in view of Saint, an age-based Burk claim should be allowed to proceed. See Morris v. Love's Travel Stops Country Stores, Inc., No. CIV-06-1008-D, 2008 WL 1841021 (W.D. Okla. April 21, 2008) ("Because a federal court must defer to the most recent decisions of the state's highest court, this Court will follow Saint and the Oklahoma Supreme Court's decision to provide a Burk remedy in an ADEA case.") (quotation and citation omitted). The Court will adhere to that ruling in this case and will permit Plaintiff to pursue both her ADEA and Burk claims based on the termination of her employment.
In so holding, the Court noted the limited remedy available under the ADEA, which authorizes an award of back pay and, for willful violations, an equal amount as liquidated damages but which does not allow the recovery of compensatory or punitive damages. See Morris, 2008 WL 1841021 at *1 n. 1.
Plaintiff cannot base a Burk claim on Defendant's alleged refusal to provide additional job training because of age; only a discharge from employment — actual or constructive — is actionable under Burk. See Collier, 981 P.2d at 326; see also Rollins v. American Airlines, Inc., No. 06-5135, 2008 WL 2192091, *3 (10th Cir. May 28, 2008) (unpublished decision cited pursuant to Fed.R.App.P. 32.1 and 10th Cir. R. 32.1(A)).
The undersigned has previously reached a different conclusion, however, regarding a gender-based claim of constructive discharge and has declined to extend Saint to Title VII cases. See Bair v. Colonial Plaza Nursing Home, Inc., No. CIV-07-1346-D, Order at 6 (W.D. Okla. Aug. 1, 2008) (finding that "the federal statutory remedy provided by Title VII is adequate to protect Oklahoma's public policy goals and precludes a Burk claim"). The Court will adhere to that ruling in this case and will not permit Plaintiff to go forward with both a Title VII claim and a Burk claim based on the alleged gender-based termination of her employment.
The undersigned has not previously decided whether retaliatory discharge claims should be permitted to proceed in tandem under both Title VII and Burk. The Oklahoma Supreme Court has repeatedly distinguished in its opinions between a discriminatory discharge based on an employee's status and a retaliatory discharged based on an employee's conduct. Even in Clinton, where the court professed to answer "head-on" the question of "whether the existence of an adequate federal statutory remedy precludes the Burk tort," the court carefully rephrased the certified question in a way that necessarily limited its answer to wrongful discharges "based on the employee's status." Clinton, 29 P.3d at 546. Nevertheless, the underlying rationale behind the court's answer — that "[w]hen a statutory remedy adequately accomplishes the goal of protecting Oklahoma public policy, a common law remedy is not needed" — applies with equal force regardless of whether the discharge is status-based or conduct-based. Accordingly, because the federal remedy provided by Title VII adequately protects Oklahoma's public policy prohibiting the termination of an employee because the employee reports or opposes gender discrimination, the Court finds that a Burk claim is precluded in retaliatory discharge cases as well.
Conclusion
For these reasons, the Court finds that the Burk tort claim asserted by Plaintiff in this case should be limited to Plaintiff's allegation that her constructive discharge was motivated by age discrimination.
IT IS THEREFORE ORDERED that Defendants' Motion to Dismiss [Doc. No. 4] is GRANTED in part and DENIED in part. Plaintiff's pendent tort claim under Burk may proceed only with regard to Plaintiff's allegation of age discrimination in the termination of her employment.
IT SO ORDERED.