Bertram v. Unemployment Comp. Bd. of Review

206 A.3d 79
CourtCommonwealth Court of Pennsylvania
DecidedMarch 22, 2019
Docket12 C.D. 2018
StatusPublished
Cited by8 cases

This text of 206 A.3d 79 (Bertram v. Unemployment Comp. Bd. of Review) is published on Counsel Stack Legal Research, covering Commonwealth Court of Pennsylvania primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Bertram v. Unemployment Comp. Bd. of Review, 206 A.3d 79 (Pa. Ct. App. 2019).

Opinion

OPINION BY PRESIDENT JUDGE LEAVITT

Sean J. Bertram (Claimant) petitions for review of an adjudication of the Unemployment Compensation Board of Review (Board) denying his claim for benefits under Section 402(e) of the Unemployment Compensation Law (Law), 43 P.S. § 802(e). 1 The Board affirmed the Referee's factual finding that Claimant was dismissed for calling his employer's general sales manager a liar on January 23, 2017. Claimant contends that he was dismissed on January 20, 2017, three days before this meeting with the general sales manager, and that the Board capriciously disregarded all the evidence in the record to support that fact. An ex-employee, Claimant observes, has no duty to be polite to his former supervisor.

Claimant began working full-time for Tom Hesser Chevrolet (Employer) on September 16, 1993, and his last day of work was January 19, 2017. Employer Questionnaire, Certified Record (C.R. ----) Item No. 2, at 1. Claimant filed a claim for unemployment compensation benefits.

In its Unemployment Compensation (UC) Questionnaire, Employer stated that it dismissed Claimant because of "unsatisfactory work performance," which it described as "average only 5 cars a month last year," and added that it had "proof of lack of sales." C.R. Item No. 2, at 1. Employer also stated that Claimant had a "lack of respect for managers and other employees" and "refused to follow processes and procedures." Id. Employer's UC Questionnaire did not mention "insubordination" or assert that Claimant had ever engaged in name-calling. In a subsequent oral interview, Employer stated, for the first time, that Claimant called the general sales manager a liar. The UC Service Center found that Claimant was insubordinate because he called the general sales manager a liar. 2 C.R. Item No. 4, at 1. This willful misconduct disqualified Claimant under Section 402(e) of the Law. Id. Claimant appealed, stating:

At no time in my employment was I formally reprimanded or disciplined for insubordination or any other infractions. It is my belief that the company used "insubordination" as an excuse to terminate existing employees due to declining sales dealership wide.

C.R. Item No. 5, at 4. The Referee conducted a hearing on April 27, 2017.

At the hearing, Employer presented the testimony of John Katsaros, the General Sales Manager, who stated he began working for Employer on January 4, 2017. Katsaros testified that he fired Claimant on January 23, 2017, for repeated acts of insubordination during the month of January.

Katsaros cited the example of January 20, 2017, when one of Claimant's customers arrived to pick up his vehicle but Claimant was not there to help him. Katsaros also complained that Claimant did not comply with the policies requiring a salesperson to accompany a customer on a test drive and enter every customer's personal information into an online database. Claimant did not submit a business plan for increasing his sales performance as requested by Katsaros. Finally, Claimant did not always introduce his customers to Katsaros as directed by Katsaros.

When Claimant reported to work on Monday, January 23, 2017, Katsaros called Claimant into his office. According to Katsaros, Claimant raised his voice and called Katsaros a "liar." Notes of Testimony, 4/27/2017, at 11 (N.T. ----). Katsaros stated that because his door was open, other employees and a customer in the vicinity of his office could overhear this exchange.

On cross-examination, Katsaros acknowledged that he announced the dismissal of two employees during a sales meeting on January 20, 2017. However, he did not acknowledge that he also announced Claimant's dismissal at that meeting.

Claimant testified and disputed each of Katsaros' claims of insubordination. Claimant stated that he was scheduled to be off work on January 20, 2017, and the customer who showed up did not have an appointment. The matter was handled by another employee after speaking by phone with Claimant. Claimant testified that he submitted a sales generation plan to Katsaros on January 9, 2017, which document was admitted into evidence. He explained that he tried to introduce every customer to Katsaros, but Katsaros was not always available. Claimant denied ever allowing a customer to test drive a vehicle without the presence of Claimant, and he stated that he always entered customer information into Employer's database. Claimant testified that in his 23 years with Employer, he followed all policies and procedures.

Claimant testified that his co-worker, Keri Malone, was present at a meeting of the sales team on Friday, January 20, 2017, at which Katsaros announced his plan to fire Claimant. Malone relayed this information to Claimant over the weekend. When Claimant arrived at the dealership on Monday morning, his files were gone from his office, which "meant that [he] was out of the picture" and that he "was going to be terminated." 3 N.T. 28. Claimant acknowledged being upset during his meeting with Katsaros but did not recall calling him a liar. Claimant testified that Katsaros' office door was closed and "[a]t no time did I raise my voice, or at any other time refuse to follow any of his instructions, or any of the rules of [Employer]." N.T. 30.

Keri Malone testified on Claimant's behalf. She stated that Claimant was a helpful and hardworking colleague, followed Employer's rules and rarely took days off. Malone acknowledged that Katsaros had asked the sales personnel to introduce customers to him; however, Katsaros was often in meetings or could not be found. Malone was present at the dealership on January 20, 2017, when Claimant's customer arrived to pick up his vehicle. The customer did not have an appointment and was not upset that Claimant was not present. Malone testified that later that day, at a meeting of the sales team, Katsaros announced the dismissal of two sales employees and Claimant. Malone testified that Katsaros fired Claimant and other salespeople because of declining sales at the company.

The Referee made the following findings of fact:

1. The claimant last worked as a full-time salesperson for Tom Hesser Chevrolet/BMW from September 16, 1993, with the last day worked of January 19, 2017.
2. The claimant was in charge of the employer's courtesy delivery program of vehicles.
3. On Friday, January 20, 2017, the claimant was not scheduled to work.
4. On Saturday, January 21, 2017, the claimant called off from work.
5. On January 21, 2017, a customer arrived at the dealership questioning about the delivery of his van. [ 4 ]
6. On January 23, 2017, the employer met with the claimant, questioning the claimant about the customer [arriving] on January 21, 2017 to pick up his van.
7. On January 23, 2017, in the meeting, the claimant called the general sales manager a liar multiple times.
8.

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Cite This Page — Counsel Stack

Bluebook (online)
206 A.3d 79, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bertram-v-unemployment-comp-bd-of-review-pacommwct-2019.