Patnesky v. Unemployment Comp. Bd. of Review

200 A.3d 107
CourtCommonwealth Court of Pennsylvania
DecidedOctober 29, 2018
Docket591 C.D. 2017
StatusPublished
Cited by2 cases

This text of 200 A.3d 107 (Patnesky 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
Patnesky v. Unemployment Comp. Bd. of Review, 200 A.3d 107 (Pa. Ct. App. 2018).

Opinion

OPINION BY PRESIDENT JUDGE LEAVITT 1

Stephanie E. Patnesky (Claimant) petitions for review of an adjudication of the Unemployment Compensation (UC) Board of Review (Board) that affirmed a Referee's decision that Claimant was ineligible for unemployment compensation benefits under Section 402(e) of the Unemployment Compensation Law (Law). 2 For the following reasons, we reverse the Board.

Claimant began working full-time for the Department of Transportation, Bureau of Driver Licensing (Employer) as a Driver's License Examiner Assistant in 2010. She was suspended on October 7, 2016, and discharged on November 2, 2016, for violating Employer's confidentiality policy. 3 Claimant applied for unemployment compensation benefits and denied violating Employer's policy. Based on information provided by Employer, the Duquesne UC Service Center issued a Notice of Determination finding that Claimant disclosed "confidential Department information to unauthorized persons" and, thus, was ineligible for benefits pursuant to Section 402(e) of the Law. Certified Record (C.R.) Item No. 7, at 1. Claimant appealed, and a hearing was conducted by a Referee.

At the hearing, Employer presented the testimony of Ronald Beatty, its western region manager. He testified that Employer's confidentiality policy permits employees to access Department information only to fulfill their job responsibilities. An employee may not access or use confidential Department information for personal reasons or to assist family and friends. She may, however, ask an employee in another unit to assist family and friends. The confidentiality policy also prohibits an employee from accessing or providing Department information to a co-worker so that the co-worker, in turn, can assist his family or friends. Beatty clarified, however, that the confidentiality policy allows an employee to do a transaction for a co-worker's family or friends, so long as the requested transaction is one of the employee's assigned job responsibilities.

Beatty testified that Claimant was discharged for using Department information to produce a replacement identification card for Christopher Beardshall, who is the child of her co-worker, Thomas Beardshall, "when the child, the actual customer was not even present at the license center." Notes of Testimony, 12/27/2016, at 11 (N.T. ----). When Beatty questioned Claimant at a pre-disciplinary conference, Claimant acknowledged that she had signed the confidentiality policy and stated that "she should have known better." N.T. 14. A copy of the confidentiality policy was admitted into the record. On cross-examination, Beatty acknowledged that preparing identification cards was Claimant's job responsibility.

Beatty acknowledged that Beardshall is Christopher's legal guardian and has a power of attorney to act on Christopher's behalf. Beatty complained that Claimant did not raise the guardianship order in her defense at the pre-disciplinary conference. However, he also acknowledged that he "saw a part of that document" during investigative interviews of Mr. Beardshall. N.T. 16. 4 Nevertheless, Beatty believed that Claimant should have sought a supervisor's approval before processing Christopher's application for a replacement identification card.

Claimant testified on her own behalf. Her attorney showed her a copy of a 2014 order of the Allegheny County Court of Common Pleas, admitted into evidence, finding that Christopher Beardshall suffered from pervasive developmental disorder. The court adjudged Christopher "an incapacitated person" and appointed Beardshall as "Permanent Plenary Joint Co-Guardian" along with Christopher's mother. C.R. Item No. 11, Claimant Exhibit 4 at 4. The co-guardians were made responsible for Christopher's "Person" and his "Estate," with the

authority to marshal [sic] all of Christopher Thomas Beardshall's income and assets, pay his bills and manage his financial affairs as fully as Christopher Thomas Beardshall could do so himself if he had not be [sic] adjudged incapacitated.

Id. at 5. Claimant testified that she was aware of this court order, which she referred to as a "power of attorney," through her conversations with Beardshall and because she had processed Christopher's original identification card application when "he first got his picture" taken for the card. N.T. 26. For the initial transaction, Christopher was accompanied by his mother.

Regarding the incident for which she was discharged, Claimant testified that Beardshall, in person, presented an application for Christopher's replacement identification card. Claimant believed Beardshall's power of attorney authorized her to process Christopher's application. Claimant stated that she did not violate or intend to violate Employer's policies. She also testified that she had never been told that she needed a supervisor's approval to process an application presented by a person acting under a power of attorney. When asked why she told Beatty "she should have known better," she stated that a union representative advised her to "admit to everything" at the pre-disciplinary conference, say "you're sorry" and "go on your way." N.T. 29.

The Referee affirmed the UC Service Center's determination that Claimant was ineligible for benefits under Section 402(e) of the Law because she had engaged in willful misconduct. 5 In so holding, the Referee found that Employer's confidentiality policy prohibited an employee from sharing Department information with a co-worker. Claimant was aware of the policy and violated it by accessing Christopher's record information and issuing a replacement identification card for him when he was not physically present. Claimant did so without approval of her supervisor. On these factual findings, the Referee concluded that Employer met its burden of proving that Claimant was discharged for willful misconduct, and the burden shifted to Claimant to show good cause for her conduct.

The Referee concluded that Claimant failed to show good cause because she did not raise the guardianship order during Employer's pre-disciplinary conference. The Referee reasoned that this "mitigates any possible good cause" for her violation of the confidentiality policy. Referee Decision at 4. For the same reason, the Referee discredited Claimant's testimony that she was aware of the guardianship order when she issued the identification card in Christopher's absence. Id. The Referee further questioned the authenticity of the guardianship order because neither Beardshall nor Christopher was present at the Referee's hearing to confirm that the order was still in effect when Claimant issued the replacement identification card. Claimant appealed to the Board.

On appeal, the Board adopted the Referee's findings of fact and conclusions of law and affirmed the Referee's order. However, the Board did not adopt the Referee's analysis. It held that it did "not rest its conclusion of law on the authenticity of the [power of attorney] document." 6 Board Adjudication at 1.

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Cite This Page — Counsel Stack

Bluebook (online)
200 A.3d 107, Counsel Stack Legal Research, https://law.counselstack.com/opinion/patnesky-v-unemployment-comp-bd-of-review-pacommwct-2018.