You are viewing a free summary from Descrybe.ai. For citation checking, legal issue analysis, and other advanced tools, explore our Legal Research Toolkit — not free, but close.

Arlene P. Phelps and Ronald L. Carlson v. Sears Roebuck and Company

Citations: 13 F.3d 406; 1993 U.S. App. LEXIS 37610; 1993 WL 523202Docket: 90-4133

Court: Court of Appeals for the Tenth Circuit; December 14, 1993; Federal Appellate Court

Narrative Opinion Summary

The case involves an appeal by two plaintiffs against Sears Roebuck and Company, alleging sex discrimination, sexual harassment, retaliation, and age discrimination under Title VII of the Civil Rights Act and the Age Discrimination in Employment Act. The district court granted summary judgment in favor of Sears, but the United States Court of Appeals for the Tenth Circuit reversed and remanded the decision. The plaintiffs argued that their termination in 1986 was due to discriminatory practices, including a hostile work environment and retaliatory discharge following complaints of sex discrimination. The appellate court found genuine issues of material fact regarding the claims, including evidence of a hostile work environment and possible pretext for the terminations. The court applied a de novo standard of review for summary judgment, emphasizing that the evidence must be assessed to determine if a reasonable jury could find in favor of the plaintiffs. The case highlights legal principles related to workplace discrimination, including the requirements for establishing a prima facie case under Title VII and the ADEA, and the standards for proving a hostile work environment and retaliatory discharge.

Legal Issues Addressed

Age Discrimination under ADEA

Application: Plaintiffs must demonstrate they are over 40, performed satisfactorily, were dismissed despite satisfactory performance, and were replaced by younger individuals.

Reasoning: To establish a prima facie case of age discrimination, plaintiffs must demonstrate: (1) they are over 40; (2) they performed satisfactorily; (3) they were dismissed despite satisfactory performance; and (4) their roles were filled by younger individuals.

Citation of Unpublished Opinions

Application: Unpublished opinions may be cited if they have persuasive value on a material issue, provided certain conditions are met.

Reasoning: Unpublished opinions may now be cited if they have persuasive value on a material issue, provided a copy is attached to the citing document or furnished to the Court and all parties during oral argument, according to a General Order from November 29, 1993.

Retaliatory Discharge under Title VII

Application: Plaintiffs must show engagement in protected activity, adverse action, and a causal link to establish a prima facie case of retaliation.

Reasoning: To establish a prima facie case of retaliation, plaintiffs must show they engaged in protected activity, faced adverse action from the employer, and that there is a causal link between the two.

Summary Judgment Standard under Federal Rule

Application: The court reviews summary judgment de novo to determine if genuine issues of material fact exist and if the moving party is entitled to judgment as a matter of law.

Reasoning: The standard for reviewing summary judgment is de novo, assessing whether there is any genuine issue of material fact and if the moving party is entitled to judgment as a matter of law.

Title VII Hostile Work Environment Claim

Application: Evidence of a severe or pervasive discriminatory environment can substantiate a hostile work environment claim under Title VII.

Reasoning: Title VII is violated when a workplace is filled with severe or pervasive discriminatory behavior that creates an abusive environment.

Title VII Prima Facie Case for Wrongful Termination

Application: To establish a prima facie case, a plaintiff must demonstrate membership in a protected class, satisfactory job performance, and circumstances suggesting discrimination in termination.

Reasoning: To establish a prima facie case under Title VII for wrongful termination, she must demonstrate her membership in a protected class, her qualifications and satisfactory job performance, and circumstances suggesting discriminatory motives behind her termination.