Erie Insurance Co. v. Heater, D. (WCAB); Apl. of: Heater

CourtSupreme Court of Pennsylvania
DecidedMarch 26, 2026
Docket103 MAP 2024
StatusPublished
AuthorTodd, Chief Justice Debra

This text of Erie Insurance Co. v. Heater, D. (WCAB); Apl. of: Heater (Erie Insurance Co. v. Heater, D. (WCAB); Apl. of: Heater) is published on Counsel Stack Legal Research, covering Supreme Court of Pennsylvania primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Erie Insurance Co. v. Heater, D. (WCAB); Apl. of: Heater, (Pa. 2026).

Opinion

[J-98-2025] IN THE SUPREME COURT OF PENNSYLVANIA MIDDLE DISTRICT

TODD, C.J., DONOHUE, DOUGHERTY, WECHT, MUNDY, BROBSON, McCAFFERY, JJ.

ERIE INSURANCE PROPERTY & : No. 103 MAP 2024 CASUALTY COMPANY : : Appeal from the Order of the : Commonwealth Court at No. 148 CD v. : 2023 entered on May 29, 2024, : Reversing the Decision of the : Workers' Compensation Appeal DAVID HEATER (WORKERS' : Board at No. A22-0810 entered on COMPENSATION APPEAL BOARD) : January 30, 2023. : : ARGUED: November 20, 2025 APPEAL OF: DAVID HEATER :

OPINION

CHIEF JUSTICE TODD DECIDED: March 26, 2026 Pursuant to Section 311 of the Workers’ Compensation Act (the “Act”), 1 77 P.S. §

631, an employee who suffers a work-related injury must give notice to his employer

within 120 days of the injury; if such notice is not provided, compensation is disallowed. 2

1 Act of June 2, 1915, P.L. 736 (as amended, 77 P.S. §§ 1 et seq.). The section numbers in the Act are distinct from, but correspond to, the sections provided in Purdon’s Pennsylvania Statutes, which is an unofficial codification of Pennsylvania law. As the parties refer to the sections in the Act in their arguments, we will do so as well. However, when quoting the Act, we use the Purdon’s citations. 2 Section 311 of the Act provides, in relevant part:

Unless the employer shall have knowledge of the occurrence of the injury, or unless the employe or someone in his behalf, or some of the dependents or someone in their behalf, shall give notice thereof to the employer within twenty-one days after the injury, no compensation shall be due until such notice be given, and, unless such notice be given within one hundred and twenty days after the occurrence of the injury, no compensation shall be allowed. (continued…) In this appeal, we consider whether an individual who is the sole owner and employee of

a business is required to provide his insurance carrier with notice of his work-related injury

within 120 days on pain of forfeiting his right to workers’ compensation benefits. As we

conclude that Section 311 does not require such an individual to notify his insurer of his

work-related injury within 120 days in order to be eligible for compensation, we reverse

the Commonwealth Court’s decision below and remand this matter to the Workers’

Compensation Appeal Board (“Board”) for proceedings consistent with this opinion.

I. Factual and Procedural History

In 2014, Appellant David Heater (“Appellant”) was the sole owner and employee

of a general contracting business, “David W. Heater.” Appellant applied for workers’

compensation insurance through his insurance agent, Jim Reagle of Loring M. Reagle &

Son. On the application, Appellant identified “David W. Heater” as the insured business.

On August 22, 2014, Erie Insurance Property & Casualty Company (“Erie”) issued a

Certificate of Liability Insurance (the “Policy”).

On September 28, 2015, Appellant was performing roof repairs as a subcontractor

to Pip’s Roofing when he allegedly fell from a ladder and fractured his neck, requiring

immediate surgery. Subsequently, Appellant sought workers’ compensation benefits

under the Policy. Erie, which maintained that it did not receive notice of Appellant’s injury

until sometime in February 2017, issued a Notice of Workers’ Compensation Denial

(“NCD”) on February 24, 2017, disputing that Appellant was injured during the course of

his employment. Rather, Erie averred that Appellant was injured when he attempted to

perform a backflip while he was on a break. Notably, Erie did not check the box on the

NCD indicating that it was denying Appellant’s claim because Appellant “did not give

notice of his/her injury or disease to the employer within 120 days within the meaning of

77 P.S. § 631.

[J-98-2025] - 2 Sections 311-313 of the Workers’ Compensation Act.” NCD, 2/24/17, at 4 (R.R. 433a).

However, Erie did check the box titled “Other good cause” and added the following

language: “Statutory Exemptions (Sole Proprietor, Corporate Officer, etc.).” Id.

(capitalization altered).

On September 6, 2018, Appellant filed a claim petition with the Pennsylvania

Bureau of Workers’ Compensation (“Bureau”), naming himself as the claimant; “David W.

Heater” as “Defendant/Employer,” and Erie as the insurer. Appellant sought total

disability benefits as of the date he was injured, as well as payment of medical bills and

counsel fees. Erie filed an answer in which it maintained, inter alia, that Appellant was

not injured within the scope of his employment; that the Policy did not cover Appellant as

a sole proprietor; and that Appellant’s claim petition was barred by the notice provisions

of the Act.

The matter was assigned to a workers’ compensation judge (“WCJ”), and, at a

June 2019 hearing, Appellant testified that he called his insurance agent, James Reagle,

in October 2015, while he was in the hospital, to notify him of his injury. Reagle, however,

testified that he did not recall receiving a call from Appellant in 2015; that he never spoke

directly with Appellant; and that he first learned of Appellant’s injury when he received a

telephone call from Appellant’s attorney in February 2017, at which time he advised

Appellant’s attorney that Appellant was required to report his injury directly to Erie.

Relevant herein, the WCJ ultimately credited the testimony of Reagle, and concluded

that, because Appellant failed to provide notice to Erie within 120 days of his injury, as

required by the Section 311 of the Act, Appellant was not eligible for compensation. WCJ

Decision, 7/21/20.

Appellant appealed the WCJ’s determination to the Board challenging the WCJ’s

findings on the issue of notice, and asserting that Section 311 does not require a claimant

[J-98-2025] - 3 who is also his own employer to provide notice of his injury to the insurer. Moreover,

Appellant argued that, because he was his own employer, employer’s notice of his injury

was instantaneous. In an opinion dated July 29, 2021, the Board reversed the WCJ’s

decision on the notice issue, 3 finding that Appellant’s position was supported by the

Commonwealth Court’s decision in Travelers Ins. Co. v. W.C.A.B. (Levine), 447 A.2d

1116 (Pa. Cmwlth. 1982) (observing that Section 311 does not require a claimant to

provide notice to an insurer, and no case law supports a contrary interpretation). 4

3 Before the Board, Erie also challenged the WCJ’s decision to the extent it deemed final

a prior interlocutory order holding Appellant was covered by the Policy. Although the Board affirmed that aspect of the WCJ’s decision, it remanded the matter to the WCJ for a determination on the issue of whether Appellant was injured during the course and scope of his employment. On remand, the WCJ granted Appellant’s claim petition for disability benefits, finding the evidence supported a finding that Appellant was injured during the course and scope of his employment; however, the WCJ declined to award Appellant litigation costs because Appellant failed to submit evidence of the same. Appellant and Erie cross-appealed the WCJ’s decision, and the Board affirmed the WCJ’s grant of Appellant’s claim for disability benefits, but remanded the matter to allow Appellant an opportunity to submit to the WCJ evidence of incurred litigation costs. 4 In Travelers, the claimant, who was president and general manager of a corporation,

suffered a work-related injury. One day later, the claimant informed a corporate secretary of his injury.

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Erie Insurance Co. v. Heater, D. (WCAB); Apl. of: Heater, Counsel Stack Legal Research, https://law.counselstack.com/opinion/erie-insurance-co-v-heater-d-wcab-apl-of-heater-pa-2026.