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67 Fair empl.prac.cas. (Bna) 798, 66 Empl. Prac. Dec. P 43,496 Bruce T. Shattuck, Plaintiff-Appellee/cross-Appellant v. Kinetic Concepts, Inc., Defendant-Appellant/cross-Appellee

Citation: 49 F.3d 1106Docket: 93-8632

Court: Court of Appeals for the Fifth Circuit; May 12, 1995; Federal Appellate Court

Narrative Opinion Summary

This case involves an appeal and cross-appeal in an age discrimination lawsuit. Kinetic Concepts, Inc. (KCI) appealed a jury verdict that favored an employee, Shattuck, who claimed age discrimination under the Age Discrimination in Employment Act (ADEA). Shattuck was passed over for a promotion in favor of a younger employee and was subsequently terminated under the pretext of a workforce reduction. The jury found KCI's actions willfully violated the ADEA, awarding Shattuck liquidated damages. KCI's appeal included a defense based on after-acquired evidence, asserting that Shattuck misrepresented his educational qualifications, but the court required proof that this misrepresentation justified termination at the time of discharge, which KCI could not provide. The court upheld the jury's finding of age discrimination, supporting the sufficiency of evidence presented, including age-related testimonies. The court also affirmed the district court's decisions on damages and the offset of front pay against liquidated damages. Shattuck's cross-appeal concerning the district court's dismissal of his state law claims was denied, along with his claims for emotional distress and tortious interference. Lastly, objections related to jury instructions and a motion for mistrial by KCI were dismissed, affirming no abuse of discretion by the trial court.

Legal Issues Addressed

Age Discrimination in Employment Act (ADEA) Violations

Application: The jury found that KCI willfully violated the ADEA by discriminating against Shattuck based on age, awarding liquidated damages as a result.

Reasoning: Shattuck successfully sued under the Age Discrimination in Employment Act (ADEA) and won liquidated damages due to the jury finding a willful violation.

Damages and Front Pay in Employment Discrimination

Application: The court upheld the district court’s calculation of damages, including back pay and the decision to offset front pay against liquidated damages.

Reasoning: Shattuck cross-appeals the district court's decision to offset his front pay award of $112,606 against the liquidated damages award, resulting in no front pay.

Jury Instructions and Motions for Mistrial

Application: The court found no abuse of discretion in jury instructions and the handling of a juror's personal bias after a mistrial motion by KCI.

Reasoning: KCI raises objections related to jury instructions, specifically the omission of whether Shattuck was qualified for another position at discharge.

Sufficiency of Evidence in Discrimination Claims

Application: The court found that the evidence, including testimony and age-related statements, was sufficient to support the jury's verdict of age discrimination.

Reasoning: Testimonies from KCI's former HR chief and another HR staff member highlighted concerns about age discrimination in workforce reductions and included relevant statements from Bardis about age.

Summary Judgment on State Law Claims

Application: The court affirmed the summary judgment dismissing Shattuck's state law claims, finding no procedural error or triable issues.

Reasoning: Regarding state law claims, Shattuck argues procedural error in the district court's summary judgment on KCI's motion, claiming he was not allowed to respond due to the motion's late filing.

Use of After-Acquired Evidence in Employment Discrimination Cases

Application: KCI's defense using after-acquired evidence was rejected because they could not prove that Shattuck's misrepresentation was grounds for termination at the time of his discharge.

Reasoning: However, the court emphasized that to utilize after-acquired evidence as a defense, KCI needed to prove that Shattuck’s wrongdoing was sufficient to justify termination at the time of discharge, which KCI failed to do.