Schnitker v. Springfield Urban League, Inc.
Schnitker v. Springfield Urban League, Inc.
Opinion
FILED November 22, 2016
2016 IL App (4th) 150991Carla Bender 4th District Appellate NO. 4-15-0991 Court, IL
IN THE APPELLATE COURT
OF ILLINOIS
FOURTH DISTRICT
JAMIE SCHNITKER, ) Appeal from Plaintiff-Appellee, ) Circuit Court of v. ) Sangamon County SPRINGFIELD URBAN LEAGUE, INC., ) No. 11L170 Defendant-Appellant. ) ) Honorable ) Jack D. Davis II, ) Judge Presiding.
JUSTICE HOLDER WHITE delivered the judgment of the court, with opinion. Justices Steigmann and Appleton concurred in the judgment and opinion.
OPINION ¶1 In June 2015, plaintiff, Jamie Schnitker, filed a second amended complaint,
alleging defendant, Springfield Urban League, Inc., failed to rehire her for a teaching position
after illegally discriminating against her based on her race and religion in violation of the Illinois
Human Rights Act (Act) (775 ILCS 5/1-101 to 10-104 (West 2010)). The following month,
plaintiff prevailed in a jury trial, where she was awarded $100,000 in damages.
¶2 On appeal, defendant argues the trial court erred by tendering three of plaintiff’s
proposed jury instructions related to the Act, asserting those instructions inaccurately stated the
law. For the following reasons, we reverse and remand for further proceedings. ¶3 I. BACKGROUND
¶4 A. Factual Overview
¶5 From September 1997 until May 2010, plaintiff was a teacher for defendant’s
Jacksonville Head Start facility. Plaintiff is Caucasian and of a non-Pentecostal religion. In
March 2010, plaintiff’s job performance was rated as above average, and she was recommended
for rehire for the 2010 to 2011 school year. During this time, plaintiff observed her site
supervisor, who was African-American and of the Pentecostal faith, slowly replacing vacant
positions at the Jacksonville facility with new staff that were African-American and/or affiliated
with the supervisor’s Pentecostal church. By January 2010, approximately half of the
Jacksonville employees were associated with the Pentecostal church. The site supervisor denied
she had any authority to make hiring or termination decisions. Plaintiff and two of her
Caucasian, non-Pentecostal coworkers complained of preferential treatment toward the new
employees, which included those employees receiving extra time off, receiving permission to
complete work for the church during school hours, and opportunities for summer employment.
¶6 Due to concerns over grant funding, in June 2010, all Head Start employees,
including plaintiff, received termination letters. However, as of August 19, 2010, all but three
employees at the Jacksonville facilities had received their return-to-work letters. Plaintiff and the
two other Caucasian, non-Pentecostal employees were the only employees who had not received
their return-to-work letters. Defendant asserted the delay in sending plaintiff and her two
coworkers return-to-work letters was attributed to a pending internal audit of random workers
throughout its numerous Head Start programs, including those three employees at the
Jacksonville facility.
-2- ¶7 On August 23, 2010, despite not receiving a return-to-work letter, plaintiff
reported for orientation but was told to leave because she was not on the list as a teacher.
According to defendant, this led to plaintiff thereafter engaging in disrespectful behavior, such as
cursing, throwing a telephone, and being disruptive to the point where she was escorted from one
of the Head Start facilities. Prior to these occurrences, defendant claimed plaintiff was scheduled
to be recalled as a teacher for the 2010 to 2011 school year once the audit had been completed.
However, defendant cited plaintiff’s behavior as its reason for not rehiring plaintiff. Plaintiff
denied all misbehavior other than cursing in a facility parking lot when she was alone with a
friend. A newly certified teacher, who was both African-American and Pentecostal, was hired as
a full-time teacher.
¶8 B. Administrative Proceedings
¶9 Plaintiff sought review of defendant’s decision not to hire her with the
Department of Human Rights (Department) on the grounds that defendant had discriminated
against her on the basis of her religion and race. In April 2011, the Department dismissed her
claim due to lack of substantial evidence.
¶ 10 C. Trial Court Proceedings
¶ 11 1. Pretrial Proceedings
¶ 12 In October 2011, plaintiff filed her first amended complaint, alleging defendant’s
decision not to rehire her was a pretext for racial discrimination (count I) and religious
discrimination (count II) and, therefore, it violated the Act.
Id.Plaintiff asserted other teachers
who were non-Caucasian and Pentecostal, both those similarly situated and those of lesser
experience and seniority, were rehired.
-3- ¶ 13 In November 2013, defendant filed a motion for summary judgment, asserting
plaintiff failed to establish a prima facie case for discrimination. The trial court denied the
motion in February 2014, finding issues of material fact remained that precluded summary
judgment. In June 2015, plaintiff filed a second amended complaint containing the same
allegations of racial and religious discrimination.
¶ 14 2. Jury Instructions
¶ 15 Later that month, the parties filed their proposed jury instructions. Three of those
instructions are at issue on this appeal.
¶ 16 a. Plaintiff’s Instruction Nos. 15 and 16
¶ 17 Plaintiff’s instruction Nos. 15 and 16 outline the elements of workplace
discrimination based on race and religion. The instructions are nearly identical; the only
difference is that plaintiff’s instruction No. 15 included language regarding racial discrimination,
whereas plaintiff’s instruction No. 16 included language regarding religious discrimination. Due
to the similarity of the instructions and the parties’ arguments, we address these instructions
together.
¶ 18 Plaintiff’s instruction Nos. 15 and 16 were tendered as follows. The bracketed
language highlights the differing language in plaintiff’s instruction No. 16. The first portion of
plaintiff’s instruction Nos. 15 and 16 outlined plaintiff’s theory that defendant’s refusal to rehire
her was based on pretext.
“In this case, Plaintiff claims that she was not rehired to her
teaching position because of her race [religion]. Defendant denies
this claim and asserts that it did not rehire Plaintiff due to her
unprofessional conduct on or after August 23, 2010.
-4- To succeed on this claim, Plaintiff must prove five things
by a preponderance of the evidence:
First, that Plaintiff is Caucasian [non-Pentecostal];
Second, that Plaintiff applied for and was qualified to be
rehired to her teaching position;
Third, that Defendant did not rehire Plaintiff to her teaching
position;
Fourth, that Defendant rehired similarly situated non-
Caucasian [Pentecostal] teachers and other personnel who had less
seniority and less education than Plaintiff[;]
Fifth, that Plaintiff sustained damages as a result of
Defendant’s decision not to rehire her[.]
If you find from your consideration of all the evidence that
each of these propositions has been proven, then your verdict
should be for Plaintiff. On the other hand, if you find from your
consideration of all the evidence that any of these propositions has
not been proven, then your verdict should be for Defendant.”
Plaintiff cited this portion of the instruction as a modified version of Illinois Pattern Jury
Instruction, Civil, No. 250.02 (2006). Plaintiff later tendered the following additional language to
plaintiff’s instruction Nos. 15 and 16, which outlines her motivating-factor theory of liability:
“In the alternative, Plaintiff must prove by a preponderance
of the evidence that her race [religion] was a motivating factor in
-5- Defendant’s decision not to rehire her. A motivating factor is
something that contributed to Defendant’s decision.
If you find that Plaintiff has proven that her race [religion]
contributed to Defendant’s decision not to rehire her, you must
then decide whether Defendant proved by a preponderance of the
evidence that it would not have rehired her even if Plaintiff was not
Caucasian [was Pentecostal]. If so, you must enter a verdict for the
Plaintiff but you may not award her damages.”
¶ 19 This motivating-factor portion of plaintiff’s instruction Nos. 15 and 16 cited 7th
Cir. Pattern Jury Instructions, Civil, No. 3.01 (2005 rev.). Defendant objected to the fourth
element of the pretext portion—“that Defendant rehired similarly situated non-Caucasian
[Pentecostal] teachers and other personnel who had less seniority and less education than
Plaintiff”—as incorrectly omitting plaintiff’s burden to prove causation. Further, defendant
objected to the mixed-motive paragraphs as inaccurately stating the law. Accordingly, defendant
tendered alternative instructions, defendant’s instruction Nos. 11 and 12, which omitted the
mixed-motive paragraphs and amended the fourth element of the pretext paragraphs to read:
“that Defendant did not rehire Plaintiff because of her race [religion].” The trial court denied
defendant’s instruction Nos. 11 and 12 and ordered plaintiff’s instruction Nos. 15 and 16 given
over defendant’s objections. Additionally, the jury instructions contained a scrivener’s error the
parties corrected after the trial court read the instructions to the jury. Because the scrivener’s
error does not impact our analysis of this case, we will not address it.
¶ 20 b. Plaintiff’s Instruction No. 17
¶ 21 Plaintiff’s instruction No. 17 read:
-6- “You must decide whether Defendant discriminated against
Plaintiff because of her race or religion. The fact that Defendant
may have treated some Caucasians or non-Pentecostal employees
favorably does not immunize it from liability in this case. In other
words, you may find Defendant discriminated against Plaintiff
even though Defendant did not discriminate against other
Caucasian or non-Pentecostal employees.”
This nonpattern instruction cited an unpublished federal district court case, Woods v. Von Maur,
Inc., No. 09 C 7800,
2012 WL 2062400(N.D. Ill. June 7, 2012). Defendant objected to this
instruction, asserting it inaccurately conveyed the law. The trial court gave the instruction over
defendant’s objection.
¶ 22 3. The Verdict and Posttrial Proceedings
¶ 23 At the conclusion of the July 2015 jury trial, the parties presented their closing
arguments, wherein plaintiff argued, “This case is about, [plaintiff] was discriminated [against]
based on race and religion in her termination. Was she terminated in August 2010 because of her
race *** and/or because of her religion? Was her race and religion a motivating factor for the
defendant when they did determine that she was terminated?” Plaintiff also argued the reasons
defendant gave for failing to rehire plaintiff were a pretext for its actual, discriminatory reasons.
¶ 24 The jury subsequently returned a verdict in favor of plaintiff and against
defendant on both counts and assessed damages in the amount of $100,000. In October 2015,
defendant filed a motion for a new trial, asserting, in part, plaintiff’s jury instructions discussing
plaintiff’s claims under the Act failed to accurately state the law, confused and misled the jury,
-7- and resulted in prejudice to defendant. The following month, the trial court denied defendant’s
motion.
¶ 25 This appeal followed.
¶ 26 II. ANALYSIS
¶ 27 On appeal, defendant asserts the trial court erred by tendering three of plaintiff’s
proposed jury instructions related to the Act, arguing those instructions inaccurately stated the
law. We begin by outlining the relevant provisions of the Act.
¶ 28 A. The Act
¶ 29 One of the public policies behind the Act is:
“To secure for all individuals within Illinois the freedom from
discrimination against any individual because of his or her race,
color, religion, sex, national origin, ancestry, age, order of
protection status, marital status, physical or mental disability,
military status, sexual orientation, or unfavorable discharge from
military service in connection with employment, real estate
transactions, access to financial credit, and the availability of
public accommodations.” 775 ILCS 5/1-102(A) (West 2010).
With respect to discrimination in a place of employment, the Act makes it a civil-rights violation:
“For any employer to refuse to hire, to segregate, or to act with
respect to recruitment, hiring, promotion, renewal of employment,
selection for training or apprenticeship, discharge, discipline,
tenure or terms, privileges or conditions of employment on the
-8- basis of unlawful discrimination or citizenship status.” 775 ILCS
5/2-102(A) (West 2010).
¶ 30 When Illinois courts analyze employment-discrimination cases brought under the
Act, we adopt the same analytical framework set forth in United States Supreme Court decisions
addressing claims arising under Title VII of the Civil Rights Act of 1964 (42 U.S.C. §§ 2000e to
2000e-17 (2006)). Zaderaka v. Illinois Human Rights Comm’n,
131 Ill. 2d 172, 178,
545 N.E.2d 684, 687(1989).
¶ 31 Having set forth some of the pertinent aspects of the Act, we now turn to the
standard of review.
¶ 32 B. Standard of Review
¶ 33 Depending on the issue presented, appellate courts must determine which of two
standards of review apply to the trial court’s decisions regarding jury instructions. Typically, we
review the court’s decision to grant or deny certain jury instructions for an abuse of discretion.
Studt v. Sherman Health Systems,
2011 IL 108182, ¶ 13,
951 N.E.2d 1131. In those instances, we
must determine “whether, taken as a whole, the instructions are sufficiently clear so as not to
mislead and whether they fairly and correctly state the law.” (Internal quotation marks omitted.)
Id.However, when the issue is whether the jury instructions accurately conveyed the applicable
law, our review is de novo.
Id.¶ 34 Whenever possible in a civil case, the trial court should use any applicable pattern
jury instructions. See Ill. S. Ct. R. 239(a) (eff. Apr. 13, 2013). In this particular case, however,
the parties agree no standard pattern instructions are available, which required the parties to craft
their own nonpattern instructions. Where a nonpattern instruction is given, that instruction should
be “simple, brief, impartial, and free from argument.”
Id.-9- ¶ 35 Even if the trial court errs by giving an improper instruction, a reviewing court
will ordinarily not reverse the trial court unless the instruction “clearly misled the jury and
resulted in prejudice to the appellant.” Schultz v. Northeast Illinois Regional Commuter R.R.
Corp.,
201 Ill. 2d 260, 274,
775 N.E.2d 964, 973(2002).
¶ 36 We now turn to the merits of defendant’s argument.
¶ 37 C. Plaintiff’s Instruction Nos. 15 and 16
¶ 38 Plaintiff’s instruction Nos. 15 and 16 each contain two sets of law based on two
differing theories of the case. In the initial paragraphs, plaintiff’s instructions intended to outline
the law as it relates to pretext. In other words, plaintiff sought to prove defendant’s reason for
failing to rehire her—her alleged misbehavior—was pretext for discrimination. In the final
paragraphs, plaintiff intended to outline the law as it relates to a mixed motive for discrimination.
Said another way, plaintiff sought to prove defendant had mixed motives—both legitimate and
illegitimate reasons—for failing to rehire her. We address these two theories separately, but first,
we must address plaintiff’s argument that defendant has forfeited any issues with respect to
plaintiff’s instruction Nos. 15 and 16.
¶ 39 1. Forfeiture
¶ 40 Plaintiff asserts defendant has forfeited any challenge to these instructions by
failing to raise these issues before the trial court and tendering alternative instructions. See Deal
v. Byford,
127 Ill. 2d 192, 202-03,
537 N.E.2d 267, 271(1989) (“To preserve an objection to a
jury instruction a party must both specify the defect claimed and tender a correct instruction.”).
The record contradicts this assertion. Defendant specifically objected to plaintiff’s instruction
Nos. 15 and 16 for failing to accurately convey the law and offered alternative instructions.
Nonetheless, plaintiff asserts defendant failed to provide a definition of the phrase “because of”
- 10 - in its alternative instruction regarding the fourth element, which renders the argument forfeited.
However, plaintiff fails to explain why such a definitional instruction was necessary. “When
words used in a jury instruction have a commonly understood meaning, the court need not define
them with the use of additional instructions; this is particularly true where the pattern jury
instructions do not provide that an additional definition is necessary.” People v. Manning,
334 Ill. App. 3d 882, 890,
778 N.E.2d 1222, 1228(2002). Thus, we conclude defendant has not
forfeited its argument that plaintiff’s instruction Nos. 15 and 16 failed to accurately state the law.
¶ 41 2. Pretext Instruction
¶ 42 The first portion of plaintiff’s instruction Nos. 15 and 16 sets forth five elements
plaintiff was required to prove to support her theory that defendant’s reasoning for terminating
her was based on pretext (i.e., a lie). The only element contested on appeal is the fourth element,
which reads, “that Defendant rehired similarly situated non-Caucasian [Pentecostal] teachers and
other personnel who had less seniority and less education than Plaintiff.”
¶ 43 Defendant asserts plaintiff’s fourth element failed to include the element of
causation that defendant included in its alternative instruction. Plaintiff asserts she does not need
to prove causation because discrimination based on pretext is not a tortious offense that requires
the element of causation.
¶ 44 In support of its argument, defendant points to the language of the Act as
requiring causation. Defendant notes the purpose of the Act is “[t]o secure for all individuals
within Illinois the freedom from discrimination against any individual because of his or her race,
color, [or] religion.” (Emphasis added.) 775 ILCS 5/1-102(A) (West 2010). Accordingly, “[i]t is
a civil rights violation *** [f]or any employer to refuse *** renewal of employment *** on the
basis of unlawful discrimination.” (Emphasis added.) 775 ILCS 5/2-102(A) (West 2010).
- 11 - Defendant highlights the aforementioned use of (“because”) and (“on the basis of”) in the statute
as requiring plaintiff to demonstrate causation.
¶ 45 According to defendant, as plaintiff’s instructions read, plaintiff only needed to
show defendant hired similarly situated teachers who were either non-Caucasian or Pentecostal,
regardless of reasoning. We agree and conclude the language of the Act requires plaintiff to
demonstrate a link between her race or religion and defendant’s decision not to rehire her when
asserting the basis for the termination was pretextual.
¶ 46 A plaintiff may present either direct or indirect evidence of discrimination.
Lalvani v. Human Rights Comm’n,
324 Ill. App. 3d 774, 790,
755 N.E.2d 51, 64(2001). Direct
evidence is that which “prove[s] the particular fact in question, without reliance on inference or
presumption.”
Id. at 791,
755 N.E.2d at 65. Under the direct method, “once a plaintiff in a Title
VII case establishes by direct evidence that the employer placed substantial reliance on a
prohibited factor, the burden shifts to the employer to prove by a preponderance of the evidence
that it would have made the same decision even if the prohibited factor had not been
considered.”
Id. at 790,
755 N.E.2d at 65. Nothing in the record demonstrates plaintiff presented
direct evidence of discrimination.
¶ 47 By contrast, under the indirect method, the plaintiff must first establish a prima
facie case, then the defendant employer must rebut the presumption of discrimination by
articulating, not proving, “a legitimate nondiscriminatory reason for its decision.” Kalush v.
Department of Human Rights Chief Legal Counsel,
298 Ill. App. 3d 980, 993,
700 N.E.2d 132, 141(1998). The plaintiff “must then prove by a preponderance of the evidence that the
employer’s articulated reason was not its true reason, but was instead a pretext for unlawful
discrimination.” (Internal quotation marks omitted.) Lalvani,
324 Ill. App. 3d at 790, 755 N.E.2d
- 12 - at 64 (quoting Zaderaka,
131 Ill. 2d at 179,
545 N.E.2d at 687). “In this approach, the ultimate
burden of persuading the trier of fact that there was unlawful discrimination remains at all times
with the plaintiff.”
Id.¶ 48 Plaintiff relies on Hennessy v. Penril Datacomm Networks, Inc.,
69 F.3d 1344(7th Cir. 1995), to support her contention that an employee need not demonstrate but-for
causation to support an employment-discrimination claim. In Hennessy, the plaintiff filed a
discrimination lawsuit against her employer under Title VII, alleging her gender was the
employer’s motivating factor in terminating her position after she became pregnant and gave
birth.
Id. at 1350. Hennessy is distinguishable from the present case because, unlike the matter
before us, the plaintiff in Hennessy proceeded under the direct-evidence approach, which
required the employer to prove by a preponderance of the evidence that it would have made the
same decision even if the prohibited factor had not been considered. Accordingly, we conclude
plaintiff’s reliance on Hennessy is misplaced with respect to plaintiff’s pretext claim.
¶ 49 During oral argument, plaintiff maintained United States Postal Service Board of
Governors v. Aikens,
460 U.S. 711(1983), supports her claim that but-for causation is not
required in employment-discrimination cases. In Aikens, a black postal service employee sued
the United States Postal Service, alleging discrimination against him in promotion decisions.
There, the United States Supreme Court held as follows: (1) where the suit was fully tried on the
merits, it was unnecessary for the parties thereafter to address the question of a prima facie case,
and by so doing, the parties unnecessarily evaded the ultimate question of discrimination; and
(2) a plaintiff in an equal-employment-opportunity case may prove his case by direct or
circumstantial evidence, and the district court should not have required the plaintiff to submit
direct evidence of discriminatory intent.
Id. at 713-14.
- 13 - ¶ 50 According to the Supreme Court, when the defendant fails to persuade the “court
to dismiss the action for lack of a prima facie case, and responds to the plaintiff’s proof by
offering evidence of the reason for the plaintiff’s rejection, the factfinder must then decide
whether the rejection was discriminatory.”
Id. at 714-15. The Supreme Court determined the
prima facie case was not an appropriate issue for the jury; rather, the ultimate issue was “whether
the defendant intentionally discriminated against the plaintiff. [Citation.] In other words, is the
employer ... treating some people less favorably than others because of their race, color, religion,
sex, or national origin.” (Internal quotation marks omitted.)
Id. at 715. The Court went on to
point out intentional discrimination can be proved not only by direct evidence but also by
circumstantial evidence. Thus, although the Aikens case does prohibit requiring direct evidence,
contrary to plaintiff’s argument, it also demonstrates that a plaintiff must prove he or she was
discriminated against because of race, color, religion, sex, or national origin.
¶ 51 Plaintiff asserts several of her instructions discussed the requirement of causation,
thus curing any defect in the elements instructions. During questioning from this court at oral
argument, counsel for plaintiff asserted the language at the beginning of (1) plaintiff’s instruction
Nos. 15 and 16, which begins with, “Plaintiff claims that she was not rehired to her teaching
position because of her race”; and (2) plaintiff’s instruction No. 17, which begins, “You must
decide whether defendant discriminated against Plaintiff because of her race or religion”
(emphases added) satisfies the causation requirement. We disagree.
¶ 52 An elements instruction is a roadmap for the jury, guiding its review of the
evidence and defining what evidence it should look for in making its decision. The portion of
plaintiff’s instruction Nos. 15, 16, and 17, to which plaintiff refers, does inform the jury of the
nature of plaintiff’s claim. However, the language following, “To succeed on this claim, Plaintiff
- 14 - must prove five things by a preponderance of the evidence,” instructs the jury as to what must be
proved in order to entitle plaintiff to a verdict in her favor. As given, the instructions failed to
instruct the jury that in order to succeed on her claim, plaintiff was required to show she was not
rehired because of her race or religion. Despite some instructions discussing the necessity of
proving causation, the elements instruction, which sets forth the essential elements plaintiff
needed to prove, omitted the necessity of proving causation. Rather, defendant’s proffered
instructions (Nos. 11 and 12), which the trial court rejected, more accurately stated the law by
including the element of causation as required by the Act. Accordingly, we conclude the court
erred by giving plaintiff’s jury instructions, which inaccurately conveyed the law.
¶ 53 Further, we conclude the error prejudiced defendant. See Schultz,
201 Ill. 2d at 274,
775 N.E.2d at 973. “The function of jury instructions is to convey to the jury the correct
principles of law applicable to the submitted evidence and, as a result, jury instructions must
state the law fairly and distinctly and must not mislead the jury or prejudice a party.” (Internal
quotation marks omitted.) Doe v. University of Chicago Medical Center,
2014 IL App (1st) 121593, ¶ 77,
20 N.E.3d 1. The only contested legal issue for the jury to determine regarding
plaintiff’s pretext theory—whether defendant failed to rehire plaintiff because of her race or
religion—was not provided to the jury. The failure to include this component in the elements
instruction was both inaccurate and misleading. Given that we do not know which theory of
liability the jury relied upon when it found in plaintiff’s favor, we conclude the failure to provide
such an instruction was prejudicial to defendant. That plaintiff argues her instructions already
contained more issues of proof than necessary is unpersuasive, as the jury was deprived of an
instruction regarding the critical issue of causation. Regardless of the evidence, the fact that the
jury was not provided with the correct instructions regarding the law requires reversal.
- 15 - ¶ 54 3. Motivating-Factor Instruction
¶ 55 Although we have already determined plaintiff’s instruction Nos. 15 and 16
inaccurately stated the law, thus requiring remand for a new trial, we address the remaining
issues with the jury instructions as they are likely to arise again on remand. Pielet v. Pielet,
2012 IL 112064, ¶ 56,
978 N.E.2d 1000.
¶ 56 The portion of the instructions regarding the motivating-factor language stated:
“In the alternative, Plaintiff must prove by a preponderance
of the evidence that her race [religion] was a motivating factor in
Defendant’s decision not to rehire her. A motivating factor is
something that contributed to Defendant’s decision.
If you find that Plaintiff has proven that her race [religion]
contributed to Defendants’ decision not to rehire her, you must
then decide whether Defendant proved by a preponderance of the
evidence that it would not have rehired her even if Plaintiff was not
Causasian [was Pentecostal]. If so, you must enter a verdict for the
Plaintiff but you may not award her damages.”
This addition to plaintiff’s instruction Nos. 15 and 16 cited 7th Cir. Pattern Jury Instructions,
Civil, No. 3.01. According to the Committee Comments, Instruction No. 3.01 is based on the
case of Gehring v. Case Corp.,
43 F.3d 340, 344(7th Cir. 1994). 7th Cir. Pattern Jury
Instructions, Civil, No. 3.01, Committee Comments (2005 rev.) However, the language in
plaintiff’s instruction Nos. 15 and 16 does not mirror the language included in 7th Cir. Pattern
Jury Instructions, Civil, No. 3.01. Rather, the language used by plaintiff comes from a
recommendation in the Committee Comments based on the reasoning used by other circuits
- 16 - when the plaintiff asserts the defendant had a “mixed motive” for terminating the plaintiff’s
employment or failing to rehire the plaintiff. The committee comment concludes by saying,
“Without clear guidance in the circuit case law, the Committee cannot offer assistance in
determining when a ‘mixed motive’ instruction is appropriate.” 7th Cir. Pattern Jury Instructions,
Civil, No. 3.01, Committee Comments (2005 rev.).
¶ 57 That being said, Illinois courts do recognize the mixed-motive method of
determining discrimination. See, e.g., Chicago Housing Authority v. Human Rights Comm’n,
325 Ill. App. 3d 1115,
759 N.E.2d 37(2001). The question is whether plaintiff met the standard for
establishing defendant’s decision was based on a mixed motive in order to tender such a jury
instruction.
¶ 58 The legal concepts of pretext and mixed motive are not interchangeable. Unlike
pretext, wherein the plaintiff may rely on indirect evidence of discrimination, “to use the mixed-
motive method, the plaintiff must show direct evidence that decisionmakers placed substantial
negative reliance on an illegitimate criterion in reaching their decision.” (Internal quotations
marks omitted.)
Id. at 1124,
759 N.E.2d at 46. The employee’s evidence must do more than
create an inference of discrimination; rather, it must establish a clear nexus between the
employer’s reliance on an impermissible factor and its subsequent decision to discharge the
employee. See Board of Education of Schaumburg Community Consolidated School District No.
54 v. Illinois Educational Labor Relations Board,
247 Ill. App. 3d 439, 461,
616 N.E.2d 1281, 1295(1993); Chicago Housing Authority,
325 Ill. App. 3d at 1125,
759 N.E.2d at 47. Once the
plaintiff has provided the direct evidence that the employer relied on illegitimate criteria, the
employer must demonstrate it would have reached the same decision even if it did not rely on
illegitimate criteria.
Id. at 1124,
759 N.E.2d at 46.
- 17 - ¶ 59 Here, plaintiff presented no direct evidence of discrimination showing that the
decision makers placed substantial negative reliance on an illegal criterion in deciding not to
rehire her. Moreover, plaintiff’s case did not rest on the allegation that defendant’s motives were
both legitimate and illegitimate; plaintiff vehemently denied engaging in the misbehavior cited
by defendant as the reason for her termination. Rather, plaintiff’s theory of the case was that
defendant’s reason for not rehiring her was based solely on pretext, which allows the plaintiff to
rely on indirect evidence.
Id. at 1123,
759 N.E.2d at 45.
¶ 60 Because plaintiff failed to present evidence that defendant’s reason for
terminating her was based on a mixed motive, it was erroneous for the trial court to give such an
instruction.
¶ 61 D. Plaintiff’s Instruction No. 17
¶ 62 Defendant next asserts the trial court erred by allowing plaintiff’s instruction No.
17, based on an unpublished district court case, Woods,
2012 WL 2062400. During the
instruction conference, plaintiff represented the proposed instruction was given in the Woods
case. The instruction read:
“You must decide whether Defendant discriminated against
Plaintiff because of her race or religion. The fact that Defendant
may have treated some Caucasians or non-Pentecostal employees
favorably does not immunize it from liability in this case. In other
words, you may find Defendant discriminated against Plaintiff
even though Defendant did not discriminate against other
Caucasian or non-Pentecostal employees.”
- 18 - ¶ 63 Given Woods is devoid of any discussion of the use of the above instruction,
citing Woods to the trial court seems questionable. However, plaintiff’s instruction does contain
an accurate statement of law. In Connecticut v. Teal,
457 U.S. 440, 455(1982), the Supreme
Court concluded Title VII “never intended to give an employer license to discriminate against
some employees on the basis of race or sex merely because he favorably treats other members of
the employees’ group.” Rather, the statute was written for the “protection of the individual
employee, rather than the protection of a minority group as a whole.”
Id. at 453-54. Although the
parties point to no published Illinois cases that include this statement in their jury instructions,
that does not make the statement inaccurate. The Act contains the same framework as that
contained in Title VII, and we analyze cases under the Act according to Supreme Court decisions
based on Title VII. Chicago Housing Authority,
325 Ill. App. 3d at 1123,
759 N.E.2d at 45. The
Teal case stands for the proposition stated in plaintiff’s instruction No. 17: “The fact that
Defendant may have treated some Caucasians or non-Pentecostal employees favorably does not
immunize it from liability in this case.” Accordingly, we conclude this instruction contains an
accurate statement of the law and the trial court properly tendered it to the jury.
¶ 64 We note the first line of the instruction, however, would be redundant once the
elements instructions (plaintiff’s instruction Nos. 15 and 16) are corrected. See Montefusco v.
Cecon Construction Co.,
74 Ill. App. 3d 319, 325,
392 N.E.2d 1103, 1107(1979) (repetitious
jury instructions should be avoided).
¶ 65 III. CONCLUSION
¶ 66 For the foregoing reasons, we reverse and remand for further proceedings.
¶ 67 Reversed; cause remanded for further proceedings.
- 19 -
Reference
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