Vogt v. Board of County Commissioners of McIntosh County, Oklahoma
E.D. Okla.12/9/2022
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IN THE UNITED STATES DISTRICT COURT FOR THE EASTERN DISTRICT OF OKLAHOMA LORI L. VOGT, Plaintiff, v. Case No. 21-cv-0104-JWB MCINTOSH COUNTY, OKLAHOMA, BOARD OF COUNTY COMMISSIONERS; and LISA RODEBUSH, McIntosh County Court Clerk, in her individual capacity, Defendants. MEMORANDUM AND ORDER This matter is before the court on Defendantsâ motion for summary judgment. (Doc. 40.) The motion is fully briefed and is ripe for decision. (Docs. 47, 49.) For the reasons set forth herein, the motion for summary judgment is GRANTED IN PART and DENIED IN PART. I. Facts The court finds the following facts to be uncontroverted for purposes of summary judgment. In keeping with the standards governing summary judgment, all facts and the reasonable inferences therefrom are viewed in the light most favorable to Plaintiff, the non-moving party. Plaintiff Lori Vogt (hereinafter âPlaintiffâ) and Defendant Lisa Rodebush (hereinafter âRodebushâ) were both longstanding employees of the McIntosh County Clerkâs Office. When the previous Court Clerk retired in 2016, Plaintiff and Rodebush both ran for the position of Court Clerk. Rodebush won the 2016 election. She kept Plaintiff on as a Deputy Court Clerk. (Doc. 40 at 1-2.) In 2020, Rodebush was running for reelection. Before the filing period, Plaintiff informed Rodebush that she was not going to run against Rodebush and would instead support Rodebush in her reelection campaign. During the filing period in March of 2020, however, Plaintiff learned that her best friend, Kim Metcalf, whom Plaintiff considered to be like a sister, was going to run against Rodebush. Despite Plaintiffâs close relationship with Metcalf, Plaintiff believed Rodebush did a good job as Court Clerk and would do a better job than Metcalf. Upon learning that Metcalf was running, Plaintiff immediately called Rodebush and informed her. Plaintiff told Rodebush that although she still supported her reelection, she would not do so openly, meaning she would not comment or share anything in support of either candidate in a public forum, such as Facebook. (Id. at 2-3.) Plaintiff helped Rodebushâs campaign in various ways, including by providing information on how to obtain campaign shirts, taking group photos for use in campaign materials, making sure campaign materials made it to local businesses, giving advice on distribution of campaign materials during the Old Settlers Day parade, and going door-to-door to campaign for Rodebush during off-hours. Plaintiff did everything Rodebush asked her to do except offer open public support. Plaintiff did not want her best friend Metcalf to know she supported Rodebush because she did not want to hurt her feelings. Rodebush did not believe Plaintiff was actively and publicly supporting her. On June 10, 2020, Rodebush angrily confronted Plaintiff about it. According to Plaintiff, Rodebush was mad and told Plaintiff that she had âapparently ⊠forgot what support isâ and said, âlet me refresh your memory.â (Doc. 47-4 at 8.) Rodebush complained that Plaintiff was not openly working for her reelection like she had done for a prior candidate, Judge Brendon Bridges. (Id. at 7-8.) Plaintiff responded that she had in fact supported Bridges and that she hadnât âforgotten what support is,â but that she had told Rodebush that she would not openly support her. (Id. at 8.) Rodebush told Plaintiff that âif you canât support me that way openly, I would just rather you not say anything.â (Doc. 47-3 at 14.) Plaintiff was upset and crying. She asked Rodebush why she was telling people that if she wasnât reelected, she would lose her job and insurance and would have to file bankruptcy. Plaintiff had heard from others that Rodebush was telling people this. Plaintiff considered it inappropriate to campaign in this manner. Rodebush conceded in her deposition that âon occasionâ she had told people that if she lost the election she would lose her retirement and her insurance. (Doc. 47-3 at 5.) Rodebush was mad; she did not speak to Plaintiff from that day forward.1 (Id.) Plaintiff testified that Rodebush thereafter ignored her and had no conversation with her. For example, at one point Plaintiff gave Rodebush a form for preapproval of supplies that had to be ordered. Rodebush just took the form from her and said nothing. (Id. at 14.) Plaintiff testified that after June 10, when Rodebush would come into the office she had to walk by Plaintiffâs desk on the way to her own desk, and that Rodebush would say hello to some of the other employees but not to Plaintiff. (Doc. 47-4 at 14.) The election took place on June 20, 2020. Rodebush won. (Doc. 40 at 11.) Prior to work on the morning of July 8, 2020, Plaintiff reported that she could not come in to work that day and was taking sick leave to obtain treatment for blisters in her mouth. Rodebush contends this caused disruption because she and another employee were already scheduled to be out of the office. The record contains a text message exchange between Plaintiff and Rodebush from the morning of July 8: 1 Rodebush sets forth a version of the conversation based on facts that are clearly contradicted by Plaintiffâs sworn testimony. Rodebush effectively concedes as much, stating that âPlaintiff characterizes the conversation somewhat differentlyâŠ.â (Doc. 40 at 10.) Under the standards governing summary judgment, the court views the facts in the light most favorable to Plaintiff, the non-moving party. [Plaintiff:] Wonât be there today going to try & get back in to the dentist. [Rodebush:] Well Donna and I both was [sic] scheduled to be off today so if you was [sic] having a problem it would have been nice to know ahead of time! [Plaintiff:] Well you see they come & go and the roof of my motifs [sic; should be âmouth isâ] full of blisters again I didnât ask for nor know they were gonna come up again all I know is they hurt sorry for the inconvenience (Doc. 47-8.) Rodebush did not respond. (Doc. 40-3 at 26.) The next day, July 9, Plaintiff came in and gave Rodebush a note from her dentist, as was the practice when sick leave was used, and said âhereâs my doctorâs note and prescriptions.â Rodebush took the note but said nothing. (Doc. 47-4 at 18.) According to Plaintiff, Plaintiff attempted to explain her condition, but Rodebush said nothing, and another employee who was there (Deanna Farrow) asked Plaintiff how she was. (Doc. 47-4 at 21.) The next day, July 10, Plaintiff arrived at the office at 7:45 a.m. Rodebush called Plaintiff back to her desk and said, âHereâs your termination paper.â (Doc. 40-1 at 72.) Plaintiff asked if she was kidding; Rodebush said no and told her to get her desk cleaned out and get off the premises. (Id. at 73.) According to interrogatories completed by Defendants, Rodebush asserts she fired Plaintiff âdue to an accumulation of numerous violations of the Employee Personnel Policy Handbook, including insubordination, unsatisfactory job performance, work performance which is below the standards of performance required by the County Clerkâs office, failure to maintain a satisfactory and/or harmonious relationships with the public or fellow employees, and abusing the sick leave policy.â (Doc. 47-1 at 1-2.) Defendants contend Plaintiff âconsistently disrespected the Court Clerk and other employees, ignored the Court Clerk and other employees, failed to communicate with the Court Clerk and other employees, and additionally failed to notify her supervisors (as shown in the text messages) that she was not coming in until that very morning on July 8, causing significant disruption to the officeâs schedule.â (Id. at 3.) Additionally, Defendants assert that on July 9 Plaintiff ârefused to speak to the Court Clerk about what happened the day before,â which was âthe final straw.â (Id.) Plaintiff denied under oath that she violated any employment policies or was disrespectful to Rodebush or others. Rodebush never documented any misconduct or disrespect by Plaintiff, nor did she ever say anything to Plaintiff about it. (Doc. 47-3 at 42.) Moreover, Rodebush conceded in her deposition that Plaintiff actually complied with the countyâs sick leave policy with respect to her leave on July 8. (Doc. 40-3 at 28-29.) Rodebush testified it was just âthe way she [Plaintiff] presented itâ that Rodebush found objectionable, because Plaintiff said she was taking sick leave instead of asking for permission or saying she needed to take sick leave. (Id.) Plaintiff contends Rodebush fired her because she thought Plaintiff was not sufficiently supportive of Rodebushâs reelection campaign. Plaintiff contends Rodebush was the final policymaker for the county on employment matters in the clerkâs office, and that Rodebushâs termination of her employment was a violation of Plaintiffâs First Amendment rights of free speech and political affiliation. (Doc. 61 at 3, 5.) Plaintiff asserts a claim for damages under 42 U.S.C. § 1983. (Doc. 61 at 5.) In their motion for summary judgment, Defendants contend that Plaintiff cannot establish a First Amendment violation and that Rodebush is entitled to qualified immunity on Plaintiffâs First Amendment claim. Defendants additionally argue that Plaintiff cannot recover for any alleged violation under the Oklahoma Constitution. II. Standards A. Summary Judgment Summary judgment is appropriate if the moving party demonstrates that there is no genuine dispute as to any material fact, and the movant is entitled to judgment as a matter of law. Fed. R. Civ. P. 56(a). A fact is âmaterialâ when it is essential to the claim, and the issues of fact are âgenuineâ if the proffered evidence permits a reasonable jury to decide the issue in either partyâs favor. Sotunde v. Safeway, Inc., 716 F. Appâx 758, 761 (10th Cir. 2017). The movant bears the initial burden of proof and must show the lack of evidence on an essential element of the claim. Thom v. Bristol-Myers Squibb Co., 353 F.3d 848, 851 (10th Cir. 2004) (citing Celotex Corp. v. Catrett, 477 U.S. 317, 322â23 (1986)). If the movant carries the initial burden, the nonmovant must then assert that a material fact is genuinely disputed and must support the assertion by âciting to particular parts of materials in the record, including depositions, documents, electronically stored, information, affidavits or declarations, stipulations (including those made for purposes of the motion only), admissions, interrogatory answers, or other materialsâ; by âshowing that the materials cited [in the movantâs motion] do not establish the absence ... of a genuine disputeâ; or by âshowing that an adverse party [i.e., the movant] cannot produce admissible evidence to support the fact.â Fed. R. Civ. P. 56(c)(1); see also Celotex Corp., 477 U.S. 317. The court views all evidence and reasonable inferences in the light most favorable to the nonmoving party. LifeWise Master Funding v. Telebank, 374 F.3d 917, 927 (10th Cir. 2004). B. First Amendment âThe First Amendment protects public employees from discrimination based upon their political beliefs, affiliation, or non-affiliation unless their work requires political allegiance.â Snyder v. City of Moab, 354 F.3d 1179, 1184 (10th Cir. 2003) (quoting Mason v. Okla. Tpk. Auth., 115 F.3d 1442, 1451 (10th Cir. 1997), overruled on other grounds by TW Telecom Holdings Inc. v. Carolina Internet Ltd., 661 F.3d 495 (10th Cir. 2011)). According to the Supreme Court, âofficial pressure upon employees to work for political candidates not of the workerâs own choice constitutes a coercion of belief in violation of fundamental constitutional rights.â Connick v. Myers, 461 U.S. 138, 149 (1983) (citations omitted). C. Qualified Immunity âThe doctrine of qualified immunity shields officials from civil liability so long as their conduct does not violate clearly established statutory or constitutional rights of which a reasonable person would have known.â Estate of Valverde by and through Padilla v. Dodge, 967 F.3d 1049, 1058 (10th Cir. 2020) (quoting Mullenix v. Luna, 577 U.S. 7, 11 (2015) (internal quotation marks omitted)). Qualified immunity is designed to protect âall but the plainly incompetent or those who knowingly violate the law.â Soza v. Demsich, 13 F.4th 1094, 1099 (10th Cir. 2021) (quoting Malley v. Briggs, 475 U.S. 335, 341 (1986)). When a defendant asserts qualified immunity at the summary judgment stage, it is the plaintiff's burden to prove (1) the defendant violated her constitutional rights; and (2) the law was clearly established at the time of the alleged violation. Id. (citing Saucier v. Katz, 533 U.S. 194, 201 (2001), overruled on other grounds by Pearson v. Callahan, 555 U.S. 223, 236 (2009)). The facts are viewed in Plaintiffâs favor, as the non-movant, but â[a]t this stage, the plaintiffâs version of the facts must have support in the record.â Lehman v. McKinnon, No. 20-1312, 2021 WL 4129229, at *2 (10th Cir. Sept. 10, 2021) (citing Redmond v. Crowther, 882 F.3d 927, 935 (10th Cir. 2018)). For purposes of qualified immunity, the law is clearly established if Supreme Court or Tenth Circuit precedent, or the weight of authority from other circuits, has found the law to be as the plaintiff maintains. Tice v. Dougherty, 846 F. Appâx 705, 710 (10th Cir. 2021) (citing Toevs v. Reid, 685 F.3d 903, 916 (10th Cir. 2012)). While there need not be a case exactly on point, existing caselaw must have placed the constitutional issue âbeyond debate.â Soza, 13 F.4th at 1099 (citing Hope v. Pelzer, 536 U.S. 730, 741 (2002) and White v. Pauly, 580 U.S. 73, 137 S. Ct. 548, 551 (2017)). In other words, â[a] clearly established right is one that is âsufficiently clear that every reasonable official would have understood that what he is doing violates that right.ââ Mullenix, 577 U.S. at 11â12 (citation omitted). III. Analysis A. First Amendment claim Section 1983 provides a remedy for the deprivation of Constitutional rights by persons acting under color of state law. 42 U.S.C. § 1983. Plaintiff asserts that Defendants are liable under this provision for depriving her of First Amendment rights. To establish her First Amendment claim, Plaintiff must cite evidence from which a reasonable jury could find that Plaintiffâs political affiliation or beliefs were a substantial or motivating factor in her dismissal, and that her position did not require political allegiance. See Jantzen v. Hawkins, 188 F.3d 1247, 1252 (10th Cir. 1999) (citation omitted.) Because Defendants do not challenge the second element,2 the only question here is whether Plaintiff has cited evidence from which a jury could properly find the first element. When the evidence and all reasonable inferences are drawn in Plaintiffâs favor, Plaintiff has clearly cited sufficient evidence to support such a claim. Plaintiff has cited evidence that once she learned her best friend was running against Rodebush, she told Rodebush that she did not want to publicly support her reelection. A jury could find from the evidence that this lack of public support angered Rodebush. It is undisputed that Rodebush confronted Plaintiff about the issue on June 10, shortly before the election. By Rodebushâs own admission, she had had previous discussions with Plaintiff about what she would do [to support Rodebush] â like for instance, she would go talk to this person or deliver shirts to this person, but she had to keep it on the down low or be secretive about it. And so I decided to have the conversation with her 2 In determining whether a plaintiff's work requires political allegiance, âthe question is whether the hiring authority can demonstrate that party affiliation is an appropriate requirement for the effective performance of the public office involved.â Branti v. Finkel, 445 U.S. 507, 518 (1980). Defendants do not claim in this case (nor have they cited any evidence) that Plaintiffâs political allegiance was a requirement for effective performance of her work. See Doc. 40 at 16 (Rodebush âdoes not take a position either way on whether Plaintiffâs position required political allegiance.â) and just tell her that if she didnât feel comfortable supporting me openly, that I would rather her not say anything so there wouldnât be any confusion to the public as to why she had to â it had to be kept a secret. (Doc. 40-2 at 7-8.) Although Rodebush denies she was angry about the lack of public support, Plaintiff has cited evidence to the contrary, and a jury could find Plaintiffâs version more credible. According to Plaintiffâs testimony, Rodebush was mad, initiated the confrontation, and expressly tied her anger to the fact that Plaintiff would not publicly support her, sarcastically saying Plaintiff âmust have forgot[ten] what support isâ while pointing out that Plaintiff had publicly supported another candidate in the past. (Doc. 47-4 at 8.) Plaintiff cites evidence that she was left in tears from the confrontation and that Rodebushâs behavior towards her dramatically changed thereafter, with Rodebush ignoring Plaintiff and refusing to speak to her, including when Rodebush would walk by her desk and greet other employees but not Plaintiff. It is undisputed that Rodebush did not talk to Plaintiff after the June 10 incident up until the time Rodebush fired her. These facts reasonably support an inference that Rodebush retaliated against Plaintiff because of her lack of public support in the election. The fact that Rodebush sought to justify Plaintiffâs termination based on a supposed âabuseâ of sick leave only reinforces an inference that Rodebush was actually motivated by anger over Plaintiffâs lack of public support for her reelection. Rodebushâs text message to Plaintiff the morning of July 8 chided her for not giving advance warning of the need for sick leave and complained of the disruption it caused, prompting Plaintiff to explain that the condition came on without warning, and to apologize for the inconvenience. Rodebush not only did not respond to this, she refused to speak to Plaintiff the next day, and then later cited Plaintiffâs âabuseâ of sick leave as a basis for termination. Yet in her deposition Rodebush conceded that Plaintiff in fact complied with the sick leave policy. A jury could conclude that Rodebushâs explanation for the termination was not believable and shows that Rodebush likely retaliated against Plaintiff due to her lack of public support in the election, a point that had clearly led to a falling out between the two only a few weeks before. See e.g., Lounds v. Lincare, Inc., 812 F.3d 1208, 1234 (10th Cir. 2015) (pretext can be inferred from contradictions in the employerâs explanation; it raises an inference that the employer did not act for the asserted non-retaliatory reasons). See also Tice, 846 F. Appâx at 709 (â[T]he temporal proximity combined with Defendantâs knowledge of Plaintiffâs protected activity supports a reasonable inference that Plaintiffâs political association was a substantial factor in her discharge.â) A reasonable jury could similarly view Rodebushâs assertions of Plaintiffâs âdisrespect,â âlack of communication,â and poor work performance as after-the-fact rationalizations whose pretextual nature is indicated, among other things, by the lack of any contemporary documentation or warnings to Plaintiff. If a jury believed Plaintiffâs testimony, it could conclude that Rodebush was responsible for the lack of communication with Plaintiff. In sum, Plaintiff has cited evidence from which a reasonable jury could find that Plaintiffâs political affiliation or beliefs were a substantial or motivating factor in her dismissal.3 Rodebushâs arguments to the contrary are unavailing. Those arguments are based largely upon a version of the facts that is at odds with Plaintiffâs testimony. On summary judgment, however, the court is obligated to view the facts in favor of the non-moving party. Defendants dismiss Plaintiffâs testimony as âself-serving,â (Doc. 49 at 2, 3), but the fact that this testimony is favorable to Plaintiff does not make it inadmissible, any more than Rodebushâs own testimony would be inadmissible simply because it favors her own interests. This conflicting testimony shows there is a genuine issue of fact as to whether Rodebush fired Plaintiff for failing to publicly support her candidacy. Rodebush also contends that Plaintiff is obliged to âproduce evidence 3 The Tenth Circuit has stated that if a plaintiff shows her political affiliation was a substantial or motivating factor in her dismissal, a defendant may avoid liability by establishing that it would have fired the plaintiff even in the absence of the protected conduct. See Tice v. Dougherty, 846 F. Appâx 705, 708 (10th Cir. 2021) (citing Walton v. Powell, 821 F.3d 1204, 1211 (10th Cir. 2016)). Defendants have made no such showing in this case. linking her termination to her support of Metcalfâ (Rodebushâs opponent), but that is not so. (See Doc. 40 at 16.) The First Amendment right at issue protects the right not to affiliate with a candidate as well as the right to affiliate with a candidateâs political opponent. Thus, in Gann v. Cline, 519 F.3d 1090, 1093 (10th Cir. 2008), the Tenth Circuit pointed out it was âirrelevantâ whether the plaintiff campaigned for her bossâs opponent or whether she âmerely declined to campaign forâ her boss. Id. Defendant Board of County Commissioners concedes that Rodebush has final policy- making authority in operating the Clerkâs Office, and that the Board may be liable if Plaintiff shows a violation by Rodebush. (Doc. 40 at 14.) It seeks summary judgment based solely on the argument that Plaintiff has failed to cite evidence to support a First Amendment violation. (Id.) Because the court finds that Plaintiff has cited sufficient evidence to support a claim for a violation of the First Amendment by Rodebush, it denies the Boardâs motion for summary judgment. B. Qualified Immunity Defendants contend that Rodebush is entitled to qualified immunity on Plaintiffâs § 1983 claim. To overcome the defense of qualified immunity, Plaintiff must raise a genuine issue of material fact that (1) Defendantsâ actions violated her constitutional rights; and (2) the right was clearly established at the time of the alleged misconduct. Paugh v. Uintah Cty., 47 F.4th 1139, 1153 (10th Cir. 2022). For reasons discussed above, the court finds Plaintiff has shown a genuine issue of fact as to whether Rodebush violated Plaintiffâs First Amendment right to freedom of belief and association by terminating her employment in retaliation for Plaintiff not publicly supporting Rodebushâs reelection campaign. And for reasons set forth below, the court finds that this right was clearly established at the time of Plaintiffâs termination. The First Amendment provides in part that Congress âshall make no law ⊠abridging the freedom of speechâŠ.â U.S. Const., Amend. I. In Elrod v. Burns, 427 U.S. 347 (1976), the Supreme Court concluded that employees of a county sheriffâs office stated a claim for violation of the First Amendment by alleging that they were discharged âsolely because of their partisan political affiliation or nonaffiliationâŠ.â Id. at 349. A plurality noted that âpolitical belief and association constitute the core of those activities protected by the First Amendment,â and said the âthreat of dismissal for failure to provide that [political] support unquestionably inhibits protected belief and association, and dismissal for failure to provide support only penalizes its exercise.â Id. at 359. In Branti v. Finkel, 445 U.S. 507 (1980), the Court held the dismissal of assistant public defenders based upon their party affiliation violated the First Amendment, noting the First Amendment generally âprohibits the dismissal of a public employee solely because of his private political beliefs,â absent a showing that party affiliation was an appropriate requirement for the position involved. Id. at 517. In Rutan v. Republican Party of Ill., 497 U.S. 62 (1990), the Court extended the protections of these cases to promotions, transfers, and hiring decisions involving public employment. The Court reiterated the First Amendment âprevents the government, except in the most compelling circumstances, from wielding its power to interfere with its employeesâ freedom to believe and associate, or to not believe and not associate.â Id. at 76. In OâHare Truck Serv., Inc. v. City of Northlake, the Supreme Court extended these protections to a government contractor who refused to make a political contribution to a mayorâs reelection campaign and who supported the mayorâs opponent, only to find himself excluded from a city contract. The Court found the First Amendment was violated âwhere government retaliates against a contractor ⊠for the exercise of rights of political association or the expression of political allegiance.â 518 U.S. 712, 715 (1996). The Court recognized that âpatronage does not justify the coercion of a personâs political beliefs and associations,â and that absent exceptions not present in the instant case, â[g]overnment officials may not discharge public employees for refusing to support a political party or its candidatesâŠ.â Id. at 714. The Tenth Circuit has long held that â[t]he First Amendment protects public employees from discrimination based upon their political beliefs, affiliation, or non-affiliation unless their work requires political allegiance.â Snyder, 345 F.3d at 1184 (citation omitted.) Defendants do not claim that Plaintiffâs position required political allegiance. As such, case law makes clear that âa valid § 1983 claim may be asserted ⊠where a public employee is discharged because of ⊠her position regarding a particular candidate for officeâŠ.â Id. at 1184-85. That is precisely what Plaintiff has cited evidence of â that Plaintiffâs failure to affiliate herself with and publicly support Rodebushâs reelection campaign was the reason Rodebush decided to terminate her employment. The law was clearly established at the time that a governmental employer could not terminate an employee based on the employeeâs political beliefs or association, including an employeeâs decision to not support a supervisorâs reelection campaign. âDiscrimination based on political non-affiliation is just as actionable as discrimination based on political affiliation.â Gann, 519 F.3d at 1093. As noted in Gann, the First Amendment not only protects an employeeâs right to support candidates; it prevents the government from interfering with its employeesâ freedom to ânot associateâ with particular candidates and causes. Id. at 1094 (quoting Rutan, 497 U.S. at 76). Based on a long line of Supreme Court, Tenth Circuit, and other case precedents protecting the right of government employees to supportâor not supportâpolitical candidates of their choice, a reasonable official in Rodebushâs position would have known it was a violation of Plaintiffâs First Amendment rights to terminate her employment in retaliation for Plaintiffâs failure to publicly support Rodebushâs candidacy for Court Clerk. As such, Rodebush is not entitled to summary judgment on Plaintiffâs § 1983 claim. C. Oklahoma Constitution Defendants move for summary judgment on any claim by Plaintiff for violation of the Oklahoma Constitution, which was asserted by Plaintiff in her complaint in addition to her claim for violation of the United States Constitution under 42 U.S.C. § 1983. (Doc. 2 at 1, 4.) Although the parties argue extensively over whether or not Oklahoma would recognize such a claim under these facts, the court concludes that a state law claim was not asserted in the Pretrial Order. The initial complaint in this case asserted two claims: a federal claim for violation of the First Amendment redressable under 42 U.S.C. § 1983 and a violation of Plaintiffâs ârights of free speech under the Oklahoma Constitution, art 22, § 2.â (Doc. 2 at 2-4.) The complaint asserted jurisdiction under 28 U.S.C. § 1331 (federal question jurisdiction) and supplemental jurisdiction over the state law claim by virtue of 28 U.S.C. § 1367. (Doc. 2 at 1-2.) By contrast, the Pretrial Order, which was prepared after the summary judgment briefing, says nothing about a state law claim, refers only to âthe First Amendment of the United States Constitution made actionable via 42 U.S.C. § 1983,â and asserts jurisdiction based only on federal law. (Doc. 61 at 2) (citing 28 U.S.C. §§ 1331, 1343(a)(3)). The portion of the Pretrial Order setting forth Plaintiffâs claims refers only to a First Amendment claim under 42 U.S.C. § 1983. (Id. at 5.) The section describing Defendantsâ defenses similarly refers only to the First Amendment of the United States Constitution. (Id. at 5-6.) A pretrial order âcontrols the course of the action unless the court modifies it.â Fed. R. Civ. P. 16(d). It supersedes the pleadings filed under Rule 8. See Wilson v. Muckala, 303 F.3d 1207, 1215 (10th Cir. 2002). As such, âclaims, issues, defenses, or theories of damages not included in the pretrial order are waived even if they appeared in the complaintâŠ.â Id. Although the court liberally construes the pretrial order to cover legal or factual theories that are embraced by its language, in this instance litigating the claim in the absence of any fair notice in the Pretrial Order of a claim under the Oklahoma Constitution would constitute unfair surprise. Accordingly, Defendantsâ motion for summary judgment will be granted with respect to this state law claim. IV. Conclusion Defendantsâ motion for summary judgment (Doc. 40) is GRANTED IN PART and DENIED IN PART. The motion is GRANTED as to Plaintiffâs state law claim under the Oklahoma Constitution; such claim is DISMISSED. The motion is DENIED with respect to Plaintiffâs § 1983 claim and the defense of qualified immunity. In view of the courtâs ruling, Defendant Rodebushâs motion to strike hearing deadlines (Doc. 67) is DENIED as moot. IT IS SO ORDERED this 9th day of December, 2022. s/ John W. Broomes___________ JOHN W. BROOMES UNITED STATES DISTRICT JUDGE
Case Information
- Court
- E.D. Okla.
- Decision Date
- December 9, 2022
- Status
- Precedential