Janis Kay Dugan v. State

CourtCourt of Appeals of Texas
DecidedApril 21, 2004
Docket12-02-00134-CR
StatusPublished

This text of Janis Kay Dugan v. State (Janis Kay Dugan v. State) is published on Counsel Stack Legal Research, covering Court of Appeals of Texas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Janis Kay Dugan v. State, (Tex. Ct. App. 2004).

Opinion

                                                                                    NO. 12-02-00134-CR

IN THE COURT OF APPEALS


TWELFTH COURT OF APPEALS DISTRICT


TYLER, TEXAS

JANIS KAY DUGAN,                                        §                 APPEAL FROM THE THIRD

APPELLANT

V.                                                                         §                 JUDICIAL DISTRICT COURT OF


THE STATE OF TEXAS,

APPELLEE                                                        §                 ANDERSON COUNTY, TEXAS

MEMORANDUM OPINION

            Appellant Janis Kay Dugan (“Appellant”) was convicted of aggregated felony theft of $20,000 or more but less than $100,000 and sentenced to eight years of imprisonment. In five issues on appeal, Appellant asserts due process and due course of law violations, the inadmissibility of certain evidence, and factual insufficiency of the evidence to support her conviction. We affirm.

Background

            Appellant was the branch secretary/office administrator for the Palestine branch of Ben E. Keith Company (“BEK”). After approximately nine years of employment, she was terminated on March 23, 1999 for poor job performance. On that same morning, Craig Woodcook (“Woodcook”), a BEK internal auditor, arrived at the Palestine branch to take over Appellant’s duties until a replacement could be hired and properly trained. At the time Appellant was terminated, no one suspected her of theft.

            When Woodcook went into Appellant’s office, he noticed cash lying out in the office. He also noticed that Appellant was several days behind on some of her daily work and that one of her computer reports was not done. He saw “huge” amounts of money listed on certain reports that did not correspond to the invoices on which the reports were based. Woodcook began searching back through the branch’s computer records and discovered numerous discrepancies and inconsistencies. As a result, he conducted a full examination of the computer records and corresponding paper invoices back to late 1995 when the present computer system was installed. At the conclusion of this process, Woodcook concluded that between $120,000 and $125,000 in cash had disappeared during the period covered by his examination. By indictment filed on May 24, 2001, Appellant was charged with aggregate theft of 127 separate sums of money from BEK over a three-year period. The alleged thefts totaled $20,000 or more but less than $100,000, a third degree felony. Appellant pleaded “not guilty,” and a jury trial began on January 24, 2002.

            The State’s case-in-chief was based on the testimony of Woodcook and Richard Stuffers (“Stuffers”), the Palestine warehouse manager. The record also includes fourteen volumes of documents, including invoices, computer records, summaries of BEK records, and Appellant’s bank records. Woodcook testified that BEK is a food and beer distributor. The Palestine branch sells about one million cases of beer yearly and has an estimated annual revenue of eleven million dollars. The beer is delivered on two types of routes. In a normal delivery route, the retailer places an order with a salesman, who logs in the order and downloads the information at the warehouse at the end of the day. An invoice is printed from the BEK computer system, and the order is then pulled from the warehouse and loaded for delivery the next morning. The retailer pays the driver by cash or check, as required by the Texas Alcoholic Beverage Commission. At the end of the day, the driver tallies up his sales, balances his invoices with the payments he received, and deposits the cash and checks in the bank. The driver then gives his deposit slip and invoices to the branch secretary/office manager to enter the delivery data into the computer and reconcile the route. The driver notes any change in a delivery, including the pickup of empty kegs or bottles, on the face of the invoice and is responsible for any discrepancy between the amount due from and the amount paid by each customer.

            A second type of route is the hotshot route. When a retailer runs short of a product and calls the warehouse with an order, the next available driver or employee makes the delivery. The retailer pays the driver by cash or check. While Appellant was employed at BEK, the drivers gave her the invoices and cash for the hotshot deliveries. She prepared a deposit for the route and then logged the information into the computer to reconcile the route and close the records each day on that day’s deliveries. Reconciliations for both types of routes occurred daily. Once the routes were closed, the data entered could not be changed. Appellant made ninety per cent or more of the hotshot deposits during the years 1996, 1998, and 1999.

            Woodcook explained that the thefts occurred through the manipulation of computer records relating to the hotshot route. He testified that BEK sells kegs of beer to bars and restaurants and that $12 of the price of a keg is a deposit on the keg container. A retailer who returns an empty keg to a driver is given a $12 credit against the amount due on his new delivery. When a credit is issued for a keg return, the driver writes on the ticket the number of kegs picked up and writes the amount of the credit on the ticket as well. The changed original stays with the retailer and the carbon is returned to the warehouse. Woodcook’s examination of the computer records revealed that there were multiple computer entries that differed from the actual invoices. Specifically, he found that additional empty keg returns were added on the computer for those invoices (with corresponding $12 credits), and that for those routes there was a corresponding amount of cash missing from the deposit slips prepared by Appellant. Woodcook testified that over the time period in question, BEK sold 12,160 kegs to the customers named in the invoices. However, according to the numbers on the invoices, BEK picked up 16,816 empty kegs, or approximately 4,600 more kegs than were sold. According to his calculations, entry of that many extra empty kegs on the computer records over the time period in question would be enough to cover up thefts totaling over $50,000.

            Appellant was the only employee consistently involved in each irregular transaction. The cash was missing from the hotshot route, which used several different drivers and on which Appellant made the bank deposits. In some occurrences of missing cash, amounts were entered on the computer for an overpayment by a retailer on one day, but the entry would disappear from the computer a day or two later. Woodcook testified that Appellant was the only one at the Palestine branch who had access to that area of the computer and the knowledge to manipulate the data.

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