COURT OF APPEALS DECISION DATED AND RELEASED June 22, 1995 |
NOTICE |
A party may file with the
Supreme Court a petition to review an adverse decision by the Court of
Appeals. See § 808.10 and
Rule 809.62, Stats. |
This opinion is subject to
further editing. If published, the
official version will appear in the bound volume of the Official Reports. |
No.
93-1550
STATE
OF WISCONSIN IN COURT OF
APPEALS
DISTRICT IV
HACCO, INC.,
a/k/a HOPKINS AGRICULTURAL CHEMICAL CO.
and HOPKINS CHEMICAL COMPANY,
A Wisconsin Corporation,
Petitioner-Appellant,
v.
LABOR AND INDUSTRY REVIEW COMMISSION,
ROSE HORTON,
Respondents-Respondents.
APPEAL from an order of
the circuit court for Dane County: MARK
A. FRANKEL, Judge. Affirmed.
Before Eich, C.J.,
Gartzke, P.J., and Sundby, J.
GARTZKE, P.J. HACCO, Inc., also known as Hopkins
Agricultural Chemical Company and Hopkins Chemical Company (Hopkins), appeals
from an order affirming the decision of the Labor and Industry Review
Commission (LIRC) under the Wisconsin Fair Employment Act (WFEA),
§§ 111.31-111.395, Stats. LIRC held that Rose Horton was terminated
from her job at Hopkins at least in part in retaliation for her activities
opposing alleged sex discrimination at the plant. Hopkins asserts that (1) LIRC's finding that Horton's protected
activities were "a determining factor" in her discharge is not
supported by substantial evidence in the record, (2) the "in part" or
"mixed motive" test is improper under WFEA, and (3) LIRC failed to
rule on Hopkins' affirmative defense that Hopkins would have discharged Horton
even without a discriminatory motive.
We affirm.
The essential facts
found by the administrative law judge and adopted by LIRC are as follows. Horton worked for Hopkins from 1974 until
her discharge in 1986. For the four
years prior to her discharge she was the plant secretary in the Randolph office
and reported directly to the plant manager.
From May 1984 to April 1, 1986, the plant manager was John
Kurth. As of April 1, 1986, Lee
Schwalenberg became the plant manager.
Horton supervised Liane
Graham who was employed by Hopkins as an office clerk. Throughout 1985 and early 1986 Horton and
Graham raised the issue of sex discrimination with Kurth, Schwalenberg,
officials of Hopkins and officials of its parent company. By complaining to her supervisors about
alleged sex discrimination, Horton engaged in a protected activity under WFEA,
§§ 111.31-111.395, Stats.
On July 15, 1986, Horton
received a performance evaluation from Schwalenberg concluding that she was
"doing an average job."
Schwalenberg's evaluation described her as "somewhat independent
and a challenge to manage at times," and as someone who presented him
"with significantly more problems than solutions." It also raised questions about her loyalty
and trustworthiness.
On Thursday, July 17,
1986, Horton arrived at work intending to discuss the evaluation with
Schwalenberg but she was so upset about the evaluation that she became
physically ill and asked to take a sick day.
As she left work she said, "I don't have to put up with this
...." She took an additional two
days of sick leave and two more of previously scheduled vacation days.
On July 24, 1986, Horton
returned to work and met with Schwalenberg.
He told her that it had been reported to him that on the previous
Thursday she had "gone ranting and raving about the building wearing
ludicrous clothes and had gone slamming out of the building." Horton denied the accusation. Schwalenberg asked her about her recent sick
leave. Horton admitted that during one
sick day she had baled hay.
Schwalenberg asked her if she had a doctor's excuse for her three-day
absence, then went on to discuss her performance evaluation and said he was
willing to change the attendance portion on the evaluation because it had been
too harsh but he would not change the rest of the evaluation. Horton replied that she was unhappy with the
entire evaluation. They continued to
discuss the evaluation and both of them became upset. During the discussion Schwalenberg began shouting at Horton. She did not raise her voice. Eventually, Schwalenberg told Horton that he
could not tolerate her child-like and unprofessional response to her evaluation,
that he could not trust her anymore, and that her job was immediately terminated.
Before her termination,
Horton never had a disciplinary action taken against her, and Hopkins had never
fired a nonprobationary employee without at least a prior warning. When Schwalenberg terminated Horton's employment,
he was aware of her activities in opposing company practices which she felt
were based on sex discrimination. He
knew this through his conversations and correspondence with Horton and Graham,
his communications with Kurth and his involvement in investigating Graham's
sex-discrimination complaint.
LIRC found, "A
determining factor in Schwalenberg's decision to terminate Horton, on July 24,
1986, was her activities to fight what she believed was sex discrimination
within the Hopkins plant at Randolph."
LIRC concluded that Horton had proven by a preponderance of the evidence
that she was terminated because she opposed discriminatory acts within the
meaning of WFEA.
We review LIRC's
decision, not that of the trial court. West
Bend Co. v. LIRC, 149 Wis.2d 110, 117, 438 N.W.2d 823, 827 (1989). LIRC's finding on the motivation of an
employer in discharging an employee must be affirmed if supported by
substantial evidence. Conversely, we
must set aside agency action or remand the case to the agency if we find that
the action depends on any finding of fact that is not supported by substantial
evidence in the record. Section
227.57(6), Stats. Substantial evidence is evidence that is
relevant, credible, probative and of a quantum upon which a reasonable fact
finder could base a conclusion. Cornwell
Personnel Assocs. v. LIRC, 175 Wis.2d 537, 544, 499 N.W.2d 705, 707
(Ct. App. 1993). When presented with
conflicting views of the evidence, it is for the agency to determine which view
to accept. Robertson Transport
Co. v. PSC, 39 Wis.2d 653, 658, 159 N.W.2d 636, 638 (1968).
An employer's motivation
is a question of fact, but it is necessarily a factual inference from the
predicate facts. LIRC's choice of the
predicate facts from which it will draw an inference must be affirmed if substantial
evidence establishes those facts, and we must accept LIRC's inferences from the
predicate facts, if reasonable, whether or not we would have drawn the same
inferences. Vocational, Technical
& Adult Educ., Dist. 13 v. DIHLR, 76 Wis.2d 230, 240, 251 N.W.2d
41, 46 (1977).
Hopkins asserts that
certain predicate facts found by LIRC are not supported by substantial evidence
in the record. First, Hopkins takes
issue with LIRC's finding that although Horton was angry about her evaluation,
her anger was controlled and she did not display it by yelling, slamming doors
or any other objectional behavior. But
LIRC's finding is a credibility determination, and therefore one which we must
accept. West Bend Co.,
149 Wis.2d at 117-18, 438 N.W.2d at 827.
Next, Hopkins criticizes
LIRC's findings focusing on Kurth's activities with regard to Horton and
observes that the findings are irrelevant because Kurth had nothing to do with
the decision to discharge Horton. We
agree. They are irrelevant. It was Schwalenberg, and not Kurth, who made
the decision to terminate her employment.
Hopkins also asserts
that its management decisions do not support a reasonable inference of
retaliation. We disagree. As LIRC put it in its memorandum opinion,
Although
Horton's oppositional activities began in 1985, as late as April 1986 she was
continuing her involvement with such issues, when she and Graham met with
Schwalenberg and asked him why their requests for a raise were still being held
up because of Graham's discrimination complaint. It was less than three months later that Schwalenberg fired
Complainant. The record clearly
establishes that Horton engaged in protected oppositional activity, and the
proximity in time of the oppositional activity and the discharge is adequate to
permit an inference of a connection sufficient to establish the "causal
link" necessary to establishment of a prima facie case.
LIRC did not believe
Schwalenberg's testimony that he fired Horton because he thought she was
overreacting tremendously to her evaluation, not being cooperative, did not
want to resolve the issue, and was not even going to discuss it, and that he
felt he could not trust her anymore and that the working relationship between
them was not going to work out. As LIRC
said,
Giving
what it considers the appropriate weight to the ability of the Administrative
Law Judge to evaluate credibility based on observation of witnesses testifying
at hearing, and based as well on its own careful review of the evidence, the
Commission determined that it did not believe Schwalenberg. It is persuaded by the evidence that,
whether or not he was indeed angry at Horton because of her reaction to his
evaluation of her, he also resented her pursuit of claims of sex discrimination
against the employer and it was this resentment which lead him to react to the
incident concerning the evaluation by terminating Horton.
In
short, LIRC drew the inference it chose regarding retaliation because it did
not believe Schwalenberg and it believed Horton. Given LIRC's evaluation of Schwalenberg's credibility, a
reasonable fact finder could indeed infer that the employer, through
Schwalenberg, fired Horton in retaliation for her activities. LIRC is the final evaluator of
credibility. West Bend Co.,
149 Wis.2d at 118, 438 N.W.2d at 827.
Finally, Hopkins asserts
that the chronology of events compels the conclusion that Horton was discharged
because of her behavior following her performance evaluation. But given LIRC's evaluation of
Schwalenberg's credibility, the weight Hopkins desires to place upon the
chronology is not justified.
We now reach the crux of
this case. Hopkins contends that the
"but for" test, rather than the "in part" test, applies
under WFEA. However, we rejected that
contention in Hoell v. LIRC, 186 Wis.2d 603, 611, 522 N.W.2d 234,
238 (Ct. App. 1994): "[W]e
consider it logical to extend the mixed motive test to cases arising out of
WFEA." The "mixed motive
test" is identical to the "in part" test and contrasts with the
"but for" test. As we
described it in Hoell, "A mixed motive case is one in which
the adverse employment decision resulted from a mixture of legitimate business
reasons and prohibited discriminatory motives." Id. at 608, 522 N.W.2d at 237. Our decision in Hoell binds
us. See State v. Solles,
169 Wis.2d 566, 570, 485 N.W.2d 457, 459 (Ct. App. 1992) (court of appeals
bound by its published precedent).
We need not reach
Hopkins contention that because LIRC failed to rule on Hopkins' affirmative
defense under the "but for" test and because, in its view, the record
does not support a finding that a discriminatory motive was a motive in
Horton's discharge, this complaint should be dismissed.
By the Court.--Order
affirmed.
Not recommended for
publication in the official reports.