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PENA v. USX CORPORATION

United States District Court, N.D. Indiana, Hammond Division
Mar 9, 2006
Case No. 2:03 cv 334 (N.D. Ind. Mar. 9, 2006)

Opinion

Case No. 2:03 cv 334.

March 9, 2006


OPINION AND ORDER


This matter is before the court on the Motion for Summary Judgment filed by the defendant, United States Steel Corporation ("US Steel"), on November 30, 2005. For the following reasons, this motion is GRANTED.

Background

The following facts are stated in the light most favorable to the plaintiff. The plaintiff, Eddie Peña, was a millwright for the defendant, US Steel, from 1999 to February 2005. (Eddie Peña Dep. pp. 11, 245) He is of Mexican origin and describes his race as Hispanic. (Peña Dep. pp. 17-18)

Peña's initial duties as millwright involved performing preventative maintenance for the Continuous Annealing Line ("2CA") at the Tin Mill located at US Steel's Gary, Indiana plant. (Peña Dep. pp. 40-43) His indirect supervisor was John Shockley, the Maintenance Coordinator for coal reduction mechanical maintenance, who in turn reported to Larry Bashore, the Area Manager of Tin Maintenance and Shockley's immediate supervisor. (Peña Dep. Pg. 48) Anthony Branch also indirectly supervised Peña at some point between 2000 and 2004, when Peña was "put in a cycle to go to repair turns." (Anthony Branch Dep. pp. 10, 14-15)

In 2003, Peña joined a "bull gang," which was a roving group of millwrights who performed maintenance at every unit in the Tin Mill. (Peña Dep. pp. 213-14) Around November 2003, Dick Jarvis replaced Shockley as Maintenance Coordinator. (Dick Jarvis Dep. p. 12; Shockley Aff ¶ 6) By the time Jarvis was the Maintenance Coordinator, Bashore had been replaced by Keith Lowery. (Jarvis Dep. p. 12) Jarvis was Maintenance Coordinator until April 2004, when he was replaced briefly by Dennis Klevickas before Peña's final supervisor, Dominic Bonta, started in September 2004. (Jarvis Dep. p. 6; Shockley Aff. ¶¶ 6-8) Also in 2004, David Armstrong became the Division Manager, which was a management position over the Maintenance Coordinator and Area Manager. (Peña Dep. p. 217)

At some point in 2000, Shockley told Peña, "No siestas here" when Peña was resting on a break. (Peña Dep. pp. 54, 57) He also asked Peña how he liked working with his "compadre" when a Hispanic millwright was made team leader for Peña's section. (Shockley Dep. pp. 28-29) In addition, when Peña asked to transfer to shift work to get away from what he perceived as harassment in the section of the mill where he worked, Shockley made Peña sign a form affirming that Peña had requested shift work. (Shockley Dep. p. 33) He also placed Peña on a Timken schedule for six months (May to October), which was the least favorable work schedule in the mill because it required rotating days off throughout the week rather than free weekends. (Peña Dep. pp. 60, 181)

It is undisputed that Shockley required Peña and another employee, Greg Shriver, to sign the forms showing their request for shift work because they were both attempting to bump on and off shift work on a weekly basis. (Shockley Dep. p. 34) It is also undisputed that by agreement with the union, US Steel has a six month stay on shift work, which means that employees who request shift work also commit to work the shift for a minimum of six months. (Shockley Dep. pp. 33-34) According to Shockley, Peña was placed on the Timken schedule because he was the junior-most qualified millwright at the time. (Shockley Dep. p. 23) Peña admits that he had different training than the three white employees he claimed received a more favorable work schedule. (Peña Dep. pg. 182) He also admits that Shockley never disciplined him. (Peña Dep. p. 74)

With respect to Peña coming off the Timken schedule, millwright Angel Claudio testified that Shockley originally intended Claudio to replace Peña at some point on the shift, thereby enabling Peña to come off the shift earlier, but chose to have Claudio replace a millwright more junior to Peña instead. (Angel Claudio Dep. p. 22) Peña filed two grievances related to his shift assignments, both of which were denied. (Shockley Dep. pp. 17-18)

For at least four weeks beginning August 23, 2002, Peña claims he was denied an opportunity for overtime when his name was taken off the overtime equalization list and then later appeared with the wrong telephone number. (Peña Dep. pp. 204, 209; Peña Dep. Exh. 15, p. 2) He did not report this problem to anyone until he included it in his first Charge of Discrimination. (Peña Dep. p. 212) Regardless, by the end of the year, everyone on the list was "equalized" for overtime, including Peña. (Branch Dep. p. 64)

On October 3, 2002, Peña filed his first Charge of Discrimination with the Gary Human Relations Commission. (Peña Dep. Exh. 15) Peña initially testified that prior to filing this charge, he attempted to complain to his union griever, Chris Blasczyk, about Shockley's comments. However, Blasczyk told him that "if I didn't like it, why don't I quit, you know, the fucking midget." He also attempted to speak with Shockley's supervisor, Lowery, but was told by Branch that Lowery did not want to speak with him. (Peña Dep. pp. 58-59) Peña later testified that he could not recall if he ever reported Shockley's comments to anyone. (Peña Dep. pp. 172-73) In any event, despite Peña's association of this grievance with Shockley's comments and actions during Peña's deposition, the only manager-related incident Peña mentioned in the Charge was that a "White manager called me on the radio, `Eddie Pina Colada,'" referring to shift manager Lloyd Emig. (Peña Dep. Exh.15, p. 1)

In addition to "piña colada," Peña also was called "piñata," "jalapeño," "midget," and "chihuahua" by coworkers Blasczyk, Grover Bogash, William Postalman, and Mike Pezel. This occurred over a six month period from April 2002 through October 2002, when Peña finally reported the conduct to the Gary Human Relations Commission. (Peña Dep. pp. 55, 122, 128-29, 136-37, 142-43, 151, 157; Peña Dep. Exh. 15, p. 2) Blasczyk would threaten to beat Peña "like a piñata" or say, "You little midget, I'm going to beat you like a piñata." (Peña Dep. pp. 120, 122, 135) Blasczyk and Bogash also would call Peña "Eddie piñata" on the radio. (Peña Dep. p. 120, 122) Peña further claims he was called "chabolla" several times by coworker John Bielec, but he does not know what this term means. (Peña Dep. pp. 82, 94, 169-70) Jarvis put an end to Bielec's use of the word, and Bielec apologized to Peña. (Peña Dep. p. 170) Peña does not recall that any management employee ever called him "piñata," "jalapeño," or "chihuahua." (Peña Dep. pp. 155-56) After Peña filed his Charge, Peña says that the name-calling ceased. (Peña Dep. pp. 129, 143, 167)

Peña believes "chihuahua" is discriminatory because chihuahuas are small dogs of Mexican origin, although he also suggested that Bogash referred to himself as "dog" or "top dog" and may have liked Peña and wanted Peña to be a "little dog." (Peña Dep. pp. 134-35). Peña believes "midget" is discriminatory because "Mexicans are normally short." (Peña Dep. p. 138) Similarly, he believes "jalapeño," "piña colada," "piñata," and "compadre" to be discriminatory because all of these terms are of Spanish origin. He finds Shockley's use of the term "siesta" discriminatory because it implies a stereotype of a "Mexican with the big hat and the poncho sleeping." (Peña Dep. pp. 156-57, 171) Peña does not recall that he ever reported any of this name-calling to management or any other union/management committee prior to filing his first Charge of Discrimination. (Peña Dep. pp. 137, 145, 155, 165)

Peña also noticed three signs in the center section of the mill. Around 2000, Peña saw "Yo quiero Taco Bell" written on a mirror at the mill's center section. (Peña Dep. p. 114; Claudio Dep. p. 55) Then, between April and October 2002, a growth chart was posted in the break room ridiculing Peña's height. (Peña Dep. p. 176) He believes this chart was discriminatory because, like the term "midget," the chart implied that Mexicans were short. (Peña Dep. p. 177) He does not recall reporting this chart to management. (Peña Dep. p. 178) Peña also saw another sign above a break room door indicating that employees had to be a certain height to enter. (Peña Dep. p. 114)

During the same 2002 period, Peña was showing Branch a hydraulic leak when Peña's coworker, Mike Pezel, said to him, "That's all you're good for, sweeping with a broom." Pezel also said, "All you do is suck dick. . . . You're nothing but a fucking dick." (Peña Dep. pp. 105-06) According to Branch, Pezel and Peña screamed at each other during this incident, and Branch "ripped Mr. Pezel a new rear end" over his comment. (Branch Dep. pp. 56-57)

The same day, Peña and Branch returned to the shop area to find a broom cut in half with a sign saying "Eddie's customized broom." (Peña Dep. p. 108) Branch locked the broom in his office, contacted the union representative, and instantly ordered a meeting of all employees at which Shockley restated company policy on discrimination. (Branch Dep. pp. 49-50) Branch and Shockley separately interviewed Pezel, Bogash, and Blasczyk in an attempt to determine who had cut the broom, but no one admitted to the incident. (Shockley Dep. p. 42) Shockley and Branch did not administer discipline because they could not prove which employee cut the broom. (Shockley Dep. p. 43)

Shockley, who supervised Peña during the April to October 2002 period, did not know Peña had a complaint until the EEOC officer notified him following the October Charge of Discrimination. (Shockley Dep. p. 12)

After Peña filed his first Charge of Discrimination in October 2002, Shockley reprimanded Emig, who admitted to calling Peña "piña colada," and instructed Emig to call Peña only by his name. (Shockley Dep. p. 25) Peña refused to attend a meeting Shockley arranged in which Emig was going to apologize, and Emig later apologized to Peña on his own. (Peña Dep. p. 158 and Exh. 11) Shockley also spoke with Bogash regarding calling Peña "chihuahua." Bogash denied it, but Shockley ordered him to refer to Peña only by his name anyway. (Shockley Dep. pp. 24-25)

Still in October 2002, but after Peña filed his first Charge, Peña heard coworker Bill Postalman say, "They ought to shoot all the fucking Mexicans on the side of the road," and coworker Clyde Smith respond, "and their donkey [sic] too." (Peña Dep. Exh 15, p. 4, Peña Dep. pp. 102, 193) He also heard Postalman say, "They ought to send all the fucking blacks back to Africa" and "blacks and Mexicans make Puerto Ricans." (Peña Dep pp. 54-55, 193; Dep. Exh. 15, p. 4) Peña does not recall reporting the comments to management or any union/management committee prior to filing his second Charge of Discrimination. (Peña Dep. p. 194)

On November 12, 2002, Peña filed a second Charge of Discrimination with the Gary Human Relations Commission, this time alleging retaliation. (Peña Dep. Exh. 15, p. 3) In this Charge, Peña complained about the comments made by Postalman and Smith and said that he told these coworkers that they would have to "answer to the federal court system about your remarks." (Peña Dep. Exh. 15, p. 3) He also stated that Postalman then called Plant Security on Peña for trespassing, and that when security arrived, Peña told them that he had a "case against both of those individuals." (Peña Dep. Exh. 15, p. 3; Peña Dep. pp. 236-37) Peña was not charged with trespassing. (Peña Dep. Exh. 15, p. 4)

When Shockley learned from security what had transpired, he spoke with Smith and Postalman. (Shockley Dep. p. 49) The employees denied making the statements, but Shockley still explained to them the policy on harassment and told them that he would not tolerate it. (Shockley Dep. p. 25) Shockley also met with Peña, and he told Shockley that he would handle the issue through the EEOC and was not interested in having US Steel do anything for him. (Shockley Dep. p. 26) Peña declined to meet with US Steel's EEO officer. (Shockley Dep. p. 40)

Peña claims that coworker Dennis Burke would grab him and start humping and touching him "like a woman," sing opera to him, and told him, "You're a virgin. You ain't got your cherry popped yet." (Peña Dep. p. 81) Peña once injured his knee putting Burke in a headlock because Burke was touching him. (Peña Dep. pp. 90, 199) Peña admits that Burke's actions were not racial harassment. (Peña Dep. p. 198)

Burke also told Peña that after he got his money from this lawsuit, he should marry Burke and go to Peña's mother's house to eat menudos, tacos, tostados, and flautas. (Peña Dep. p. 80) In addition, Peña claims that Burke made racial jokes about Mexicans regularly, but Peña could not recall any of the jokes or whether he ever reported Burke to management. (Peña Dep. p. 202) The only specific comment of Burke's that Peña could recall is that "Mexicans is good workers." (Peña Dep. p. 203)

Finally, Burke commented during his break time on Martin Luther King Day that Burke was a slave overseer. (Peña Dep. p. 91). When Branch, who is African American, investigated this incident later that day, Burke said it was in reference to a show that they were watching on the Discovery Channel. (Branch Dep. pp. 45-46) Branch understood that other employees also were involved with the general conversation. According to him, "It's their lunch break, they can talk about anything while they're eating." (Branch Dep. pp. 47-48)

During Jarvis' tenure as Peña's supervisor, one or more of Peña's coworkers would not let Peña take a scooter for work. (Peña Dep. pp. 79, 212) When Peña told Jarvis that Blasczyk was driving the scooter, Jarvis ordered Blasczyk to give the scooter to the bull gang. Blascyzk then told Peña, "Fuck you, mother fucker." (Peña Dep. p. 79) However, Peña had use of the scooter following Jarvis' action and was satisfied with Jarvis' handling of the situation. (Peña Dep. pp. 215-16). Peña never was disciplined by Jarvis and did not ever make any complaints about him. (Peña Dep. p. 93) Peña also had no complaints about Kevickas. (Peña Dep. p. 95)

When Bonta was Peña's supervisor, Peña had a run-in with a coworker, Gregory Boynak, over work duties, when Peña was performing work on his break. This incident ultimately ended in Bonta yelling at Peña. (Peña Dep. pp. 98-99, 222) Peña called the discrimination hotline at work, which led to a meeting between EEO Officer Laura Kocel and Boynak, Bonta, Blasczyk, and Peña. (Laura Kocel Dep. p. 10) During this meeting, Peña told Boynak and Bonta that he did not like being talked to "like that," Boynak denied everything, and Bonta apologized for yelling. (Peña Dep. pp. 98-99)

Two weeks later, Bonta suspended Peña, along with several other employees, for five days after the group failed to lock out equipment. (Peña Dep. pp. 92,104; Kocel Dep. p. 16) Kocel again met with Peña, Bonta, and other management and union representatives. (Kocel Dep. p. 16) Following this meeting, the suspension was either affirmed or reduced and then only to stay on Peña's record for six months. (Kocel Dep. pp. 17, 19-20) Peña claims this grievance was not resolved. (Peña Dep. p. 223)

Peña did not like how coworkers called millwright Angel Claudio, a fellow hispanic, "Julio." (Peña Dep. p. 219) At some point, a "Danger, No Julios Allowed" sign was posted in the mill, which Peña took to reference Claudio. (Peña Dep. p. 83) Peña claims that Claudio asked people not to call him "Julio" but never complained because he was afraid of losing his job. (Peña Dep. pp. 84-87) However, Claudio testified that he never complained about being called "Julio" because it did not bother him. (Claudio Dep. p. 43) He further testified that he told Peña it did not bother him. (Claudio Dep. p. 47) Claudio took the "no Julios" sign as "heckling for the fun of it" by a coworker that he got along with "like that." (Claudio Dep. p. 46)

Peña was aware that the collective bargaining agreement ("CBA") between his union and US Steel provided for a Joint Management Civil Rights Committee at the plant. (Peña Dep. p. 127) He also was aware that U.S. Steel had a policy prohibiting discriminatory harassment which directed employees to call a 1-800 hotline to report instances of harassment. (Peña Dep. pp. 117-18) He knew that this policy did not include reporting instances of perceived harassment to plant security. (Peña Dep. p. 118) Nevertheless, Peña called plant security to report harassment "at least" eight times. (Peña Dep. pp. 52-53) Specifically in his deposition, he admitted to calling security to complain (1) about Shockley when Peña was nearly (but not ultimately) punished for another millwright's error, (2) when he found his jacket in a dumpster, (3) when Bonta and Boynak yelled at him, (4) when Bielic refused to work with him and had "something in his hands," (5) when scooters were not fixed, (6) when he heard Branch say he was a "slave overseer," and (7) possibly when he was called "piña colada" and "jalapeño." (Peña Dep. pp. 69, 96, 99, 114-15, 119, 155, 161, 234) He further testified that at times, he reported the perceived harassment only to security and not to his supervisors. (Peña Dep. pp. 117-18)

In January 2005, coworker Bielic had something in his hand, and Peña believed Bielic was "going to do something" to Peña. (Peña Dep. Pg. 91-92). Peña called security, but there is no evidence that he reported the incident to a supervisor. (Peña Dep. p. 115)

On February 7, 2005, coworkers Jim Bodane and Todd Shireman separately approached Shockley and told him that they were afraid of Peña because Peña "had made statements that the wrath of God would be deserted upon other people, their concern was that the wrath of God might be Mr. Peña." (Shockley Dep. pp. 57-58) When Armstrong met with Peña to assess the situation, Peña mentioned Lowery, who had not worked for US Steel in one and one-half years, complained about the 2002 broom incident, mentioned his lawsuit against the company, said that the company and the managers were out to get him, that God would take care of his problems, and "made absolutely no sense to [Armstrong] at all." (Armstrong Dep. p. 21; Peña Aff. ¶ 17; Peña Dep. p. 244) According to Peña, Armstrong talked over him and refused to listen to him. (Peña Aff. ¶ 16) However, Peña admits that he raised his voice during this meeting. (Peña Dep. p. 225)

Based on what Armstrong perceived to be Peña's "erratic behavior and the lack of logic or sense behind the answers to any questions," Armstrong banned Peña from working at the Tin Mill and directed him to get a drug test. (Armstrong Dep. pp. 21-24; Peña Dep. p. 224) Peña's drug test was negative, but Armstrong felt that Peña needed to be approved to work by a mental health specialist before returning to work. (Peña Dep. p. 39)

Peña met once with a counselor for US Steel's Employee Assistance Program ("EAP"). However, he did not feel comfortable because a police officer was present, he saw hidden cameras, and music was playing about "white people run the world." (Peña Dep. p. 247) Peña ultimately decided not to participate in the program because he did not like the counselor's "form of questioning." (Peña Dep. p. 248) Peña refused to sign a paper giving consent for ongoing treatment and counseling, and he declined to participate further in the EAP. (Peña Dep. p. 250) The EAP counselor recommended that based on Peña's confusing responses in the EAP evaluation, Peña should remain locked out until undergoing a psychiatric evaluation by an outside physician, which Peña had not done at the time of his deposition in July 2005. (Peña Dep. p. 251; Peña Dep. Exh. 18) If Peña had been cleared for work after this evaluation, Armstrong was willing to let him come back. (Peña Dep. p. 41)

During his deposition on July 13, 2005, Peña admitted that he falsified his employment application in several respects, including the omission of a felony conviction. (Peña Dep. pp. 13-14) As a result of this admission, Peña was issued a five day suspension that he did not appeal. (Kocel Dep. p. 24) After the suspension, Peña was discharged. (Kocel Dep. p. 24)

On June 13, 2005, Peña filed an amended complaint against US Steel, asserting claims for race discrimination and retaliation under 42 U.S.C. § 1981 and national origin discrimination under Title VII, 42 U.S.C. § 2000e et seq.

Discussion

Pursuant to Federal Rule of Civil Procedure 56(c), summary judgment is proper only if it is demonstrated that "there is no genuine issue as to any material fact and the moving party is entitled to a judgment as a matter of law." See Celotex Corp. v. Catrett, 477 U.S. 317, 322-23, 91 L.Ed.2d 265, 106 S.Ct. 2548 (1986); Lawrence v. Kenosha County, 391 F.3d 837, 841 (7th Cir. 2004); Branham v. Snow, 392 F.3d 896, 901 (7th Cir. 2004); Windle v. City of Marion, Indiana, 321 F.3d 658, 660-61 (7th Cir. 2003), cert. denied, 540 U.S. 873, 124 S.Ct. 873, 157 L.Ed.2d 133 (2003). The burden is upon the moving party to establish that no material facts are in genuine dispute, and any doubt as to the existence of a genuine issue must be resolved against the moving party. Adickes v. S.H. Kress Company, 398 U.S. 144, 160, 90 S.Ct. 1598, 1610, 26 L.Ed.2d 142, 155 (1970); Lawrence, 391 F.3d at 841. A fact is material if it is outcome determinative under applicable law. Anderson v. Liberty Lobby, Inc., 477 U.S. 242, 248, 106 S.Ct. 2505, 2510, 91 L.Ed.2d 202, 212 (1986); Lawrence, 391 F.3d at 841; Hottenroth v. Village of Slinger, 388 F.3d 1015, 1027 (7th Cir. 2004); Palmer v. Marion County, 327 F.3d 588, 592 (7th Cir. 2003). Even if the facts are not in dispute, summary judgment is inappropriate when the information before the court reveals a good faith dispute as to inferences to be drawn from those facts. Spiegula v. Hull, 371 F.3d 928, 935 (7th Cir. 2004); Hines v. British Steel Corporation, 907 F.2d 726, 728 (7th Cir. 1990). Finally, summary judgment "will not be defeated simply because motive or intent are involved." Roger v. Yellow Freight Systems, Inc., 21 F.3d 146, 148 (7th Cir. 1994). See also Miller v. Borden, Inc., 168 F.3d 308, 312 (7th Cir. 1999); Plair v. E.J. Brach Sons, Inc., 105 F.3d 343, 346 (7th Cir. 1997); United Association of Black Landscapers v. City of Milwaukee, 916 F.2d 1261, 1268 (7th Cir. 1990).

In deciding a motion for summary judgment, the trial court must determine whether the evidence presented by the party opposed to the summary judgment is such that a reasonable jury might find in favor of that party after a trial.

The inquiry performed is the threshold inquiry of determining whether there is the need for a trial — whether, in other words, there are any genuine factual issues that properly can be resolved only by a finder of fact because they may reasonably be resolved in favor of either party.
[T]his standard mirrors the standard for a directed verdict under Federal Rule of Civil Procedure 50(a), which is that the trial judge must direct a verdict if, under the governing law, there can be but one reasonable conclusion as to the verdict.
Anderson, 477 U.S. at 250, 106 S.Ct. at 2511 See also, Reeves v. Sanderson Plumbing Prods., Inc., 530 U.S. 133, 149-151, 120 S.Ct. 2097, 2109, 147 L.Ed.2d 105, 120-22 (2000) (setting out the standard for a directed verdict); Celotex Corp., 477 U.S. at 322-323, 106 S.Ct. at 2553; Branham, 392 F.3d at 901; Lawrence, 391 F.3d at 841; Hottenroth, 388 F.3d at 1027 (stating that a genuine issue is one on which "a reasonable fact finder could find for the nonmoving party"); Schuster v. Lucent Technologies, Inc., 327 F.3d 569, 573 (7th Cir. 2003) (stating that a genuine issue exists and summary judgment is inappropriate if there is sufficient evidence for a jury to return a verdict for the nonmoving party).

As a preliminary matter, the court notes that the facts of this case present significant problems for Peña regarding his failure to report the majority of the harassment he perceived to US Steel's management prior to filing his Charges of Discrimination and his failure to include several instances of harassment he now claims in those Charges. Peña also has testified inconsistently regarding whether and when his supervisors could have learned of the harassment. He has said both that by virtue of their presence, his supervisors should have known about the perceived harassment when it occurred but also that he could not recall complaining to his supervisors about it. (Peña Dep. pp. 128, 137, 145, 155, 165) In addition, the parties have not provided the court with the second page of Peña's first EEOC affidavit, and so the court cannot determine with certainty which conduct was included in Peña's initial complaint. (Peña Dep. Exh. 15) Despite these serious inconsistencies, for purposes of summary judgment, the court will assume that US Steel had notice of the alleged discrimination when it occurred and that each instance of perceived harassment was included in Peña's EEOC affidavits. Regardless, summary judgement must be granted.

The standard for hostile work environment harassment based on race under § 1981 is the same as that used for harassment based on national origin under Title VII. See Hague v. Thompson Distribution Company, 436 F.3d 816, 821-22 (7th Cir. 2006); Walker v. Mueller Industries, Inc., 408 F.3d 328, 330 (7th Cir. 2005); Williams v. Waste Management of Illinois, Inc., 361 F.3d 1021, 1028 (7th Cir. 2004). To state a prima facie case for hostile work environment under either statute, the plaintiff must establish "(1) that he was subjected to unwelcome harassment, (2) the harassment was based on his race, (3) the harassment was severe and pervasive enough to alter the conditions of his environment and create a hostile and abusive working environment, and (4) there is a basis for employer liability." Beamon v. Marshall Isley Trust Company, 411 F.3d 854, 863 (7th Cir. 2005). See also Williams, 361 F.3d at 1029. Summary judgment must be granted if the plaintiff fails to establish any of these four elements.

Workplace harassment "need not be explicitly racial in order to be probative of a hostile environment." Beamon, 411 F.3d at 863 (emphasis in original). However, "the alleged harassment must be `sufficiently connected to race' before it may reasonably be construed as being motivated by the defendant's hostility to the plaintiff's race." Beamon, 411 F.3d at 863-64 ( quoting Luckie v. Ameritech Corp., 389 F.3d 708, 713 (7th Cir. 2004). See also Shanoff v. Illinois Department of Human Services, 258 F.3d 696, 704 (7th Cir. 2001) (noting that the plaintiff may point to any "facially discriminatory remarks, as well as any of [the harasser's] remarks and behavior that may reasonably be construed as being motivated by . . . hostility to [the plaintiff's] race or religion") In other words, the conduct at issue must have a racial character or purpose. See Hardin v. S.C. Johnson Son, Inc., 167 F.3d 340, 345 (7th Cir. 1999).

Here, the only comments that even remotely could be associated with Peña's race or national origin are the sign saying "Yo Quiero Taco Bell," Shockley's use of the words "siesta" and "compadre," the names "piñata," "jalapeño," "piña colada," and "chihuahua," and the comments by Peña's coworkers in 2002 that "they ought to shoot all the fucking Mexicans on the side of the road" and their donkeys and that Mexicans and blacks make Puerto Ricans. None of these instances, considered separately or together, establishes the clear association with race or national origin necessary to satisfy the second prong of the hostile work environment prima facie case. See Beamon, 411 F.3d at 863-64; Hardin, 167 F.3d at 345.

First, the phrase "Yo Quiero Taco Bell" does not reference Peña specifically, is not inherently threatening or discriminatory, and cannot be construed to imply that Peña or other hispanics are inferior to others. See, e.g., Cerros v. Steel Technologies, Inc. ( Cerros I), 288 F.3d 1040, 1042 (7th Cir. 2002) (describing graffiti stating "Go Back to Mexico," "Tony Cerros is a Spic," "KKK," and "White Power"); Dawson v. Monaco Coach Corp., No. 3:02-CV-830, 2005 WL 3005347, at *2-3 (N.D. Ind. Nov. 9, 2005). In fact, that phrase was an advertising slogan for a fast food restaurant.

Second, no reasonable person could find racial animus by virtue of Shockley's solitary use of two Spanish words in place of their English counterparts. The words themselves are not derogatory, and the only reason the plaintiff perceives them to be derogatory is his own belief, wholly unsupported by the remainder of the record, that the supervisor meant to imply that all Mexicans are lazy.

Third, while the names Peña was called all have a Spanish origin, none were racial epithets per se. Moreover, calling someone a name which implies a drink, a breed of dog, or a hot pepper is not inherently discriminatory, particularly when there is no evidence that anyone referred to the plaintiff in additional, more racially derogatory terms. See, e.g., Cerros I, 288 F.3d at 1042 (finding the names "brown boy," "spic," "wetback," "Julio," and "Javier," to be "racialized derogatory names"); Shanoff, 258 F.3d at 698-704 (noting that "haughty Jew" and multiple derogatory comments about "white Jewish men" like the plaintiff were "facially discriminatory remarks").

Finally, the comments by Peña's coworkers regarding shooting Mexicans and Mexicans and blacks making Puerto Ricans do display racial animus, but these comments were not directed at Peña specifically. See Ezell v. Potter, 400 F.3d 1041, 1048 (7th Cir. 2005) (holding that "second-hand" harassment in the form of comments made in the plaintiff's presence has a lesser impact than comments directed at the plaintiff); Smith v. Northeastern Illinois University, 388 F.3d 559, 567 (7th Cir. 2004). In the absence of more racially discriminatory conduct, these two instances of second-hand harassment alone simply do not satisfy Peña's burden under the second prong of the hostile environment test. See Smith, 388 F.3d at 567. See also Hardin, 167 F.3d at 345-46.

In addition, Peña has not established that the complained-of conduct is subjectively and objectively severe or pervasive. See Hrobowski v. Worthington Steel Company, 358 F.3d 473, 476 (7th Cir. 2004). In making this determination under the third prong of the hostile environment test, the court "must consider the totality of the circumstances, including the `frequency of the discriminatory conduct, its severity; whether it is physically threatening or humiliating, or a mere offensive utterance; and whether it unreasonably interferes with an employee's work performance.'" Cerros I, 288 F.3d at 1046 ( quoting Harris v. Forklift Systems, Inc., 510 U.S. 17, 23, 114 S.Ct. 367, 367, 126 L.E.2d 295 (1993)). While the court must look at the totality of circumstances, the complained-of conduct still must be linked to race in some way or "sufficiently intertwined with" facially discriminatory remarks or conduct to show that the harassing conduct was motivated by race. Shanoff, 258 F.3d at 705. See also Beamon, 411 F.3d at 863-64; Hardin, 167 F.3d at 345.

As already discussed, none of the vaguely racial comments or the second-hand statements by Peña's coworkers reasonably could be construed as conveying actionable racial harassment under the circumstances of this case. See Hardin, 167 F.3d at 340. As such, these interactions certainly do not qualify as objectively "severe." These comments also occurred over an approximately six-month period in 2002 and, by the plaintiff's admission, did not continue once he clearly notified the company of his complaint by filing Charges of Discrimination. Peña's attempts to bootstrap other workplace negativity he experienced onto these racially-tinged moments to meet the "pervasive" element of the prima facie case simply does not work.

While the court need not address every single instance of non-facially discriminatory conduct by Peña's coworkers here, it is worth noting that there is absolutely nothing inherently racial about Shockley requiring Peña to sign a form indicating that he requested shift work or requiring Peña to perform that work for six months. These actions were consistent with a labor agreement, did not extend Peña's time on shift work beyond the six month minimum outlined in that agreement, did not single Peña out, and were within management's discretion to direct the work force. Likewise, Peña was equalized for overtime by the end of the year like his coworkers, regardless of whatever reason his name or information was inaccurate on the overtime list for four weeks.

While the evidence indicates that Peña's coworkers were rude to him, swore at him on occasion, and made fun of his height, neither Title VII nor § 1981 is a general civility code designed to purge the workplace of all rude, vulgar, or annoying behavior. See Oncale v. Sundowner Offshore Services, Inc., 523 U.S. 75, 80, 118 S.Ct. 998, 1002, 140 L.Ed.2d 201 (1998); Patton v. Indianapolis Public School Board, 276 F.3d 334, 339 (7th Cir. 2002). In addition, the court declines to expand the ban on racial discrimination articulated in these statutes to include harassment based on height for no better reason than the plaintiff's unsupported conclusion that in his coworkers' eyes, Mexicans were short and therefore all harassment based on height was racially motivated.

The cases on which Peña relies to argue that all of the negative interactions he experienced should fall under the aegis of "discrimination" each had a discriminatory "hook" on which the court could connect the non-facially discriminatory treatment to that which was discriminatory. See, e.g., Cerros I, 288 F.3d at 1046-48; Haugerud v. Amery School District, 259 F.3d 678, 694-96 (7th Cir. 2001); Dawson, 2005 WL 3005347, at *9-11. For example, the plaintiff in Cerros I "was subjected to direct and highly offensive racial epithets by employees and supervisors" in addition to having his tires slashed. 288 F.3d at 1946. Likewise, the plaintiff's supervisor in Shanoff directed comments at the plaintiff that plainly were derogatory of his race and religion. See 285 F.3d at 705. As discussed extensively above, no such hook exists here. Because Peña cannot meet the second or third prong of the prima facie case for a hostile work environment, both claims under Title VII and § 1981 fail.

Peña next argues that US Steel retaliated against him in violation of § 1981 for filing a lawsuit against the company when he was excluded from the Tin Mill on February 7, 2005. This argument is without merit.

The parties dispute whether PeÒa can maintain a retaliation claim under ß1981. A plaintiff cannot sue for retaliation when the plaintiff was objecting to the treatment of someone of a different race, but he probably can maintain suit if the other person is of the same race as the plaintiff. See Walker, 408 F.3d at 331; Hart v. Transit Management of Racine, Inc., 426 F.3d 863, 866 (7th Cir. 2005). Presumably, the relevancy of this distinction goes to PeÒaís complaints about Claudio being called "Julio." However, the only action PeÒa alleges caused US Steel to retaliate against him is his own action in filing suit against the company. Accordingly, the court will not address PeÒaís objections to the treatment of Claudio.

Peña proceeds under the direct evidence method of proving retaliation only. See Williams, 361 F.3d at 1031. Under this method, Peña may establish a prima facie case of retaliation if he presents "direct evidence of (1) a statutorily protected activity; (2) an adverse employment action taken by the employer; and (3) a causal connection between the two." Williams, 361 F.3d at 1031. Peña alleges that a causal connection exists between his lawsuit and exclusion from the Tin Mill solely because Armstrong learned of the lawsuit approximately one week before Peña was escorted off the premises. ( See Pl Brief. Opp. MSJ, p. 18) However, mere temporal proximity between the protected action and the alleged retaliatory response is not enough to prove a causal link. See Culver v. Gorman Company, 416 F.3d 540, 546 (7th Cir. 2005).

Even assuming that a causal connection could be inferred, Peña has failed to show that the reason Armstrong chose to exclude him from the facility is pretextual. See Culver, 416 F.3d at 547; Walker, 408 F.3d at 333. At this stage of the inquiry, "the issue before [the court] is not whether an employer's evaluation of the employee was correct but whether it was honestly believed." Culver, 416 F.3d at 547. While the plaintiff contests that he acted in an erratic manner, he admits that he raised his voice, said that God would take care of his problems, and complained about incidents that had occurred nearly three years in the past. (Peña Dep. pp. 225, 244; Peña Aff. ¶ 16) Two coworkers, to whom Peña did not attribute the harassing treatment, independently reported to Shockley that they were afraid of Peña that day. (Shockley Dep. pp. 57-58) And finally, the EAP counselor stated that Peña should undergo a psychiatric evaluation due to his behavior during a psychological evaluation. (Peña Dep. Exh. 18) Under these circumstances, no reasonable juror could find that US Steel did not honestly believe Peña needed to be excluded from the Tin Mill for the safety of the other workers. Consequently, Peña's retaliation claim also fails as a matter of law.

For the foregoing reasons, the Motion for Summary Judgment filed by the defendant, United States Steel Corporation, on November 30, 2005 is GRANTED.


Summaries of

PENA v. USX CORPORATION

United States District Court, N.D. Indiana, Hammond Division
Mar 9, 2006
Case No. 2:03 cv 334 (N.D. Ind. Mar. 9, 2006)
Case details for

PENA v. USX CORPORATION

Case Details

Full title:EDDIE PENA, Plaintiff v. USX CORPORATION Defendant

Court:United States District Court, N.D. Indiana, Hammond Division

Date published: Mar 9, 2006

Citations

Case No. 2:03 cv 334 (N.D. Ind. Mar. 9, 2006)