Owens v. Workers' Compensation Appeal Board

769 A.2d 1220
CourtCommonwealth Court of Pennsylvania
DecidedApril 10, 2001
StatusPublished
Cited by3 cases

This text of 769 A.2d 1220 (Owens v. Workers' Compensation Appeal Board) 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
Owens v. Workers' Compensation Appeal Board, 769 A.2d 1220 (Pa. Ct. App. 2001).

Opinion

PELLEGRINI, Judge.

Al J. Owens (Claimant) appeals from an order of the Workers’ Compensation Appeal Board (Board) affirming the decision of the Workers’ Compensation Judge (WCJ) dismissing his claim and reinstatement petitions for lack of jurisdiction.

Claimant sustained an injury to his right shoulder, arm and neck on December 8, 1995, in the course and scope of his employment as a truck driver with G.D. Leasing of Indiana (Employer) while working in Youngstown, Ohio. Claimant filed for and received workers’ compensation benefits pursuant to the laws of the State of Indiana. Benefits were discontinued as of September 13,1996. Claimant then filed a claim petition and a reinstatement petition in Pennsylvania on January 22, 1997, alleging that he had been injured as a result of a work-related accident and that he continued to be disabled as a result of his injuries. Employer filed a joinder petition requesting that Compass Transportation, a trucking terminal located in West Mifflin, Pennsylvania, be joined as the liable em *1221 ployer for Claimant’s work injury because a substantial part of Claimant’s work was localized there. Employer later requested a dismissal of that petition but by interlocutory order dated June 24, 1997, that request was denied. The parties then agreed to bifurcate the case to determine whether the WCJ had jurisdiction to hear the case because Claimant had been employed by an Indiana corporation and had already received benefits from the State of Indiana.

Claimant testified before the WCJ regarding his employment with Employer who was located in Indiana. He stated that he became aware of employment opportunities with Employer when he went to Compass Transportation located in West Mifflin, Pennsylvania, seeking a truck driving position. He stated that office referred him to Employer who supplied Compass with drivers, and he submitted an application to Employer at its Indiana office. Employer invited him to participate in an orientation program in Indiana which he attended beginning on May 22, 1995. He indicated that on that date, he signed a document that specified that he was not an employee of Employer until he successfully completed the orientation program, and upon successful completion, he would be hired. 1 The document further stated that if he was injured, his exclusive remedy for workers’ compensation would be in the State of Indiana, but it did not say that his employment was principally located in that state or any other state.

Claimant continued to state that after taking a written test, a driving test, a physical and performing other various jobs that he would be required to perform as an over-the road track driver, the program concluded on May 25, 1995, and he was hired to work for Employer. He stated that he signed an employment contract with Employer in Indiana on that date and was assigned to Employer’s closest terminal to his residence which was the West Mifflin terminal operating under the name of Compass Transportation. Claimant *1222 stated that he received his various assignments from his dispatcher in West Mifflin and drove to various states, including Virginia, North and South Carolina, Michigan, New York and Connecticut, but that he spent most of his time working in West Mifflin. He indicated, though, that his paychecks came from Employer’s Indiana office. •

Employer provided the deposition testimony of Mark Halsey (Halsey), who ran the training and orientation program and was responsible for recruitment and hiring. He stated that Employer was a subsidiary of Compass Enterprises, the parent company, and employees of Employer were then leased to other carriers, including Compass Transportation. Halsey stated that Claimant was paid by Employer and not by Compass, as Employer hired, paid and was responsible for Claimant’s benefits and equipment. Halsey also stated that Claimant was given a document to sign at the beginning of the orientation indicating that he would become an employee of Employer if he successfully completed the orientation program, and when Claimant did complete the program successfully, he was hired in Indiana as an over-the-road truck driver and filled out all of the remaining personnel papers in Indiana. Halsey presented pie charts breaking down the amount of time a driver spent on the road that were labeled “series by day” and the number of loads that were picked up and delivered labeled “series by load” and stated that based on the “series by day” figures, Claimant spent approximately 76% of his driving time outside the State of Pennsylvania. 2

The WCJ noted that because Claimant had entered into an employment contract in the State of Indiana, he could only seek benefits under the Pennsylvania Workers’ Compensation Act (Act) 3 if he established that his employment was principally located in Pennsylvania. While finding that Claimant’s employment was principally localized in Pennsylvania, because Employer had a place of business in Pennsylvania that Claimant regularly worked from or at and Employer’s pie chart figures based on “series by load” indicated that a substantial amount of Claimant’s loads originated from the West Mifflin terminal, the WCJ, nonetheless, dismissed Claimant’s petitions because he had signed a contract of hire with Employer agreeing that his exclusive remedy for workers’ compensation was in the State of Indiana, and the Act recognized such agreements unless the other state refused jurisdiction. In doing so, the WCJ relied on Section 305.2(d)(5) of the Act, 77 P.S. § 411.2(d)(5). 4 Claimant ap *1223 pealed to the Board which affirmed the WCJ’s decision and this appeal followed. 5

Section 305.2(a)(1) of the Act, 77 P.S. § 411.2(a)(1), provides that a claimant injured outside the territorial limits of Pennsylvania may receive benefits under the Act if his employment is principally localized in this state. A claimant’s employment is principally localized in this or any other state if:

(i) his employer has a place of business in this or such other state and he regularly works at or from such place of business, or (ii) having worked at or from such place of business, his duties have required him to go outside of the State not over one year, or (iii) if clauses (1) and (2) foregoing are not applicable, he is domiciled and spends a substantial part of his working time in the service of his employer in this or such other state. (Emphasis added.)

Section 305.2(d)(4) of the Act, 77 P.S. § 411.2(d)(4). However, Section 305.2(d)(5) of the Act provides that if an employee travels regularly to other states, the parties can designate by agreement where the employee’s employment is principally localized stating:

An employe whose duties require him to travel regularly in the service of his employer in this and one or more other states may, by written agreement with his employer, provide that his employment is principally localized in this or another such state, and unless such other state refuses jurisdiction, such agreement shall be given effect under this Act.

77 P.S.

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Williams v. Workers' Compensation Appeal Board
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769 A.2d 1220, Counsel Stack Legal Research, https://law.counselstack.com/opinion/owens-v-workers-compensation-appeal-board-pacommwct-2001.