Shorette v. Rite Aid

Case Date: 09/17/1998
Court: United States Court of Appeals
Docket No: 98-1005

UNITED STATES COURT OF APPEALS
FOR THE FIRST CIRCUIT


No. 98-1005

PETER W. SHORETTE, SR.,

Plaintiff, Appellant,

v.

RITE AID OF MAINE, INC.,

Defendant, Appellee.




APPEAL FROM THE UNITED STATES DISTRICT COURT

FOR THE DISTRICT OF MAINE

[Hon. Eugene W. Beaulieu, U.S. Magistrate Judge]



Before

Torruella, Chief Judge,

Cyr, Senior Circuit Judge,

and Stahl, Circuit Judge.





Arthur J. Greif, with whom Charles E. Gilbert III and Gilbert Law
Offices, P.A. were on brief for appellant.
Anne M. Carney, with whom Jonathan W. Brogan and Norman, Hanson &
DeTroy were on brief for appellee.



September 14, 1998


CYR, Senior Circuit Judge. Peter W. Shorette, Sr.,
appeals from the district court judgment which dismissed his age
discrimination claim against his former employer, Rite Aid of
Maine, Inc. ("Rite Aid"). We affirm.
I
BACKGROUND
For nearly thirty years Shorette worked as a store
manager for LaVerdiere Drug Stores ("LaVerdiere"). In 1994, Rite
Aid, a LaVerdiere competitor, constructed a new store across the
street from the LaVerdiere store which Shorette managed in
Fairfield, Maine. Later that year Rite Aid acquired LaVerdiere,
and converted all seventy-four LaVerdiere stores into Rite Aid
stores. Shorette, then 60 years of age, was receiving an annual
salary of $31,000 at the time, whereas Rite Aid store managers
received roughly $25,000. Unlike LaVerdiere store managers,
moreover, all Rite Aid store managers were provided in-store
computer systems with which to perform various managerial
functions, such as inventory and payroll. After the LaVerdiere
takeover, Rite Aid advised all former LaVerdiere managers that it
would retain them as managers, and train them on the Rite Aid
computer system. Since the Fairfield store which Shorette managed
was next door to the newly constructed Rite Aid store, and
therefore redundant, it was slated for closure. Before the
Fairfield store closed, however, Rite Aid brought in a temporary
computer setup in order to provide Shorette and his staff with six
days of in-store training. Thereafter, Rite Aid transferred
Shorette's staff to the new Rite Aid store, leaving Shorette alone
to man the old store until it was closed one month later. Finally,
during this interim period Shorette and other former LaVerdiere
managers attended a one-day computer training class.
After the old store closed, Rite Aid transferred Shorette
to its Augusta store as an "assistant manager" or "manager trainee"
until such time as a new managership became available. During this
period, Shorette continued to receive his $31,000 annual salary,
while the Augusta store manager, Charles Pattershall, instructed
him on how to perform managerial tasks on the computer. After
three months, however, Pattershall reported to Rite Aid District
Manager Thurston Gilman that Shorette had been able to make little
progress. In December 1994, Gilman met with Shorette and informed
him that computer proficiency was an essential function for all
Rite Aid store managers. Although Pattershall resumed the training
effort with Shorette, he reported little headway.
One month later Gilman transferred Shorette to the Rite
Aid store in Waterville, whose manager, Wayne Cyrway, was a former
LaVerdiere store manager who had proven especially adept at
training store managers on the Rite Aid computer system. After
initially observing that Shorette had poor computer skills, Cyrway
determined to start "from scratch," and provided Shorette with one-
on-one, in-store computer training for up to twenty hours weekly.
Over the next three months, James Lucier, the Rite Aid human
resources manager, checked with Cyrway, who reported that Shorette
seemed unable to absorb and retain the rudimentary concepts of
computer operation.
In April 1995, Lucier informed Cyrway that Rite Aid had
decided to discontinue training Shorette for a store managership
due to Shorette's continued inability to learn the Rite Aid
computer system. Lucier asked Cyrway if he would be willing to
take Shorette on at the Augusta store as his key cashier, a lower-
paying position which required less computer proficiency. Cyrway
agreed. The next day Lucier met with Shorette to inform him that
Rite Aid could not "afford" to retain him any longer as an assistant
manager. After he was given the choice of resigning or being
demoted to key cashier, Shorette elected to resign.
In due course Shorette filed a five-count complaint
against Rite Aid in Maine superior court, which Rite Aid removed to
federal district court. The complaint alleged, inter alia, that
Rite Aid deliberately forced Shorette to resign because of his age,
in violation of the Age Discrimination in Employment Act (ADEA), 29
U.S.C.  621 et seq.. After discovery had been completed, Rite
Aid successfully moved for summary judgment on all counts and
Shorette appealed.
II
DISCUSSION
Shorette contends that he adduced adequate evidence to
generate a trialworthy issue as to whether Rite Aid forced him to
resign because of his age in violation of the ADEA. At all times
ADEA plaintiffs bear the burden of proving that their employer
discriminated against them on account of their age. See Hidalgo v.
Overseas Condado Ins. Agencies, Inc., 120 F.3d 328, 332 (1st Cir.
1997); Sanchez v. Puerto Rico Oil Co., 37 F.3d 712, 723 (1st Cir.
1994). Hence, at the summary judgment stage Rite Aid could prevail
only if Shorette failed to adduce sufficient evidence from which a
rational factfinder could return a verdict in his favor, seeCelotex Corp. v. Catrett, 477 U.S. 317, 322-23 (1986); American
Airlines, Inc. v. Cardoza-Rodriguez, 133 F.3d 111, 116 (1st Cir.
1998), without resorting to "conclusory allegations, improbable
inferences, and unsupported speculation," Medina-Munoz v. R.J.
Reynolds Tobacco Co., 896 F.2d 5, 8 (1st Cir. 1990).
Absent direct evidence of discriminatory intent, an ADEA
plaintiff may present circumstantial evidence pursuant to the
familiar three-stage, burden-shifting paradigm. See Woodman v.
Haemonetics Corp., 51 F.3d 1087, 1091 (1st Cir. 1995). At the
first stage, the plaintiff employee must make a prima faciedemonstration that he: "(1) was at least forty years of age, (2)
met the employer's legitimate job performance expectations, (3)
experienced adverse employment action, and (4) was replaced by a
person with roughly equivalent job qualifications." Hidalgo, 120
F.3d at 332 (citation omitted). Once established, the prima faciecase raises a presumption that the employer was motivated by
discriminatory animus. Id. at 334. The burden of production then
shifts to the employer to articulate