Hooper v. Montgomery Kone, Inc.

                                                                          F I L E D
                                                                   United States Court of Appeals
                                                                           Tenth Circuit
                     UNITED STATES COURT OF APPEALS
                                                                          MAR 18 2003
                            FOR THE TENTH CIRCUIT
                                                                      PATRICK FISHER
                                                                               Clerk

    GARY W. HOOPER,

                Plaintiff - Appellant,
                                                          No. 01-6449
    v.                                              (D.C. No. 00-CV-208-T)
                                                       (W.D. Oklahoma)
    MONTGOMERY KONE, INC.,

                Defendant - Appellee.


                             ORDER AND JUDGMENT           *




Before KELLY , McKAY , and O’BRIEN , Circuit Judges.



         After examining the briefs and appellate record, this panel has determined

unanimously to grant the parties’ request for a decision on the briefs without oral

argument. See Fed. R. App. P. 34(f); 10th Cir. R. 34.1(G). The case is therefore

ordered submitted without oral argument.

         Appellant Gary Hooper sued his former employer, Montgomery Kone, Inc.

(Montgomery), under the Age Discrimination in Employment Act (ADEA),



*
      This order and judgment is not binding precedent, except under the
doctrines of law of the case, res judicata, and collateral estoppel. The court
generally disfavors the citation of orders and judgments; nevertheless, an order
and judgment may be cited under the terms and conditions of 10th Cir. R. 36.3.
29 U.S.C. §§ 621-634. Montgomery moved for summary judgment, which the

district court granted, and Mr. Hooper now appeals. We review the district

court’s decision to grant summary judgment de novo.     Tool Box v. Ogden City

Corp. , 316 F.3d 1167, 1173 (10th Cir. 2003). Summary judgment is appropriate

only where there is no genuine issue of material fact and the moving party is

entitled to judgment as a matter of law.   Hardy v. S.F. Phosphates Ltd. Co.,

185 F.3d 1076, 1079 (10th Cir. 1999).

       Mr. Hooper worked for Montgomery for many years as the local resident

mechanic for the northern area of Oklahoma. In this capacity he maintained and

serviced elevators for various clients in the area. In 1998, Montgomery decided

to make a number of drastic changes to Mr. Hooper’s service route, including

eliminating certain responsibilities, reducing Mr. Hooper’s hours, and taking

away his company vehicle. After these changes were announced, there was some

discussion back and forth regarding whether Mr. Hooper–who was nearing

sixty–might retire. Mr. Hooper ultimately announced his retirement in June of

1999, and sued Montgomery for age discrimination, claiming that Montgomery

in essence forced him to retire by severely degrading his work conditions and

threatening him with termination.

       ADEA claims based on indirect proof of discrimination are analyzed under

the burden-shifting analysis developed in the Title VII context. See Ellis v.


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United Airlines, Inc., 73 F.3d 999, 1004 (10th Cir. 1996). To establish a prima

facie case, a plaintiff must show (1) he was within the protected age group;

(2) his work was satisfactory; (3) he was discharged despite the adequacy of his

work; and (4) he was replaced by a younger person. EEOC v. Sperry Corp.,

852 F.2d 503, 507 (10th Cir. 1988). Even where, as here, the plaintiff resigned

rather than being fired, he may demonstrate a prima facie case of discrimination if

he can show that he was constructively discharged in that the defendant exposed

him to intolerable working conditions. See Lighton v. Univ. of Utah, 209 F.3d

1213, 1222 (10th Cir. 2000) (to establish constructive discharge, plaintiff must

show that defendant subjected him to working conditions so intolerable that

a reasonable person in his position would have felt compelled to resign).

      Once the plaintiff has established a prima facie case, the defendant

may rebut the presumption of discrimination by offering a legitimate,

non-discriminatory reason for the challenged action. Hardy, 185 F.3d at 1079.

If the defendant succeeds in doing so, the presumption of discrimination

disappears, and the burden is again placed on the plaintiff to show that the reason

offered by the defendant is merely a pretext for discrimination. Id. at 1079-80.

Pretext may be shown through such “weaknesses, implausibilities,

inconsistencies, incoherencies, or contradictions” in the employer’s reasons that

a reasonable fact-finder could find them unworthy of credence. Id. at 1080.


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      After carefully reviewing the district court’s order, the record on appeal,

and the parties’ arguments, we conclude that, assuming that Mr. Hooper has

established a prima facie case of discrimination, Montgomery also succeeded in

offering a legitimate, non-discriminatory reason for the changes in the northern

route (i.e., to conserve costs). Further, Mr. Hooper failed to demonstrate that

Montgomery’s stated reasons were merely pretextual, as discussed in the analysis

by the district court. Accordingly, the judgment of the United States District

Court for the Western District of Oklahoma is AFFIRMED.


                                                    Entered for the Court



                                                    Terrence L. O’Brien
                                                    Circuit Judge




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