S.J. Bertram v. UCBR

CourtCommonwealth Court of Pennsylvania
DecidedMarch 29, 2021
Docket726 C.D. 2019
StatusUnpublished

This text of S.J. Bertram v. UCBR (S.J. Bertram v. UCBR) 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
S.J. Bertram v. UCBR, (Pa. Ct. App. 2021).

Opinion

IN THE COMMONWEALTH COURT OF PENNSYLVANIA

Sean J. Bertram, : Petitioner : : v. : No. 726 C.D. 2019 : Submitted: January 29, 2021 Unemployment Compensation : Board of Review, : Respondent :

BEFORE: HONORABLE MARY HANNAH LEAVITT, Judge HONORABLE PATRICIA A. McCULLOUGH, Judge HONORABLE J. ANDREW CROMPTON, Judge

OPINION NOT REPORTED

MEMORANDUM OPINION BY JUDGE LEAVITT FILED: March 29, 2021

Sean J. Bertram (Claimant) petitions for review of an adjudication of the Unemployment Compensation Board of Review (Board) denying his claim for unemployment compensation benefits under Section 402(e) of the Unemployment Compensation Law (Law), 43 P.S. §802(e).1 Claimant argues that the Board’s findings of fact are not supported by substantial evidence and its legal conclusion is erroneous. Upon review, we reverse. This matter initially came before the Court in an appeal from an adjudication of the Board, dated December 8, 2017, that affirmed a Referee’s determination that Claimant committed disqualifying willful misconduct under Section 402(e) of the Law by calling his employer’s general sales manager a liar in

1 Act of December 5, 1936, Second Ex. Sess., P.L. (1937) 2897, as amended, 43 P.S. §802(e), which states, in relevant part, that “[a]n employe shall be ineligible for compensation for any week … [i]n which his unemployment is due to his discharge … from work for willful misconduct connected with his work….” a meeting on January 23, 2017. In doing so, the Board adopted the Referee’s findings of fact and conclusions of law, without discussion. Concluding that the Board capriciously disregarded relevant evidence, a divided panel of this Court vacated the Board’s adjudication and remanded the matter to the Board with instructions to resolve the conflicts in the testimonial and documentary evidence, make express credibility determinations and issue a new adjudication. See Bertram v. Unemployment Compensation Board of Review, 206 A.3d 79, 84-85 (Pa. Cmwlth. 2019) (Bertram I). Following remand, the Board issued a May 16, 2019, adjudication that again affirmed the Referee’s decision and denied Claimant benefits for the stated reason that he committed disqualifying willful misconduct. Claimant petitioned for this Court’s review. Claimant worked as a full-time salesperson for Tom Hesser Chevrolet/BMW (Employer) from September 16, 1993, until his last day of work on January 19, 2017. Certified Record (C.R.) Item No. 17; Board Adjudication, 5/16/2019, Finding of Fact 1. After his separation from employment, Claimant applied for unemployment compensation benefits. The Unemployment Compensation (UC) Service Center determined that Claimant was ineligible for unemployment compensation benefits because he was discharged for insubordination, which constituted disqualifying willful misconduct under Section 402(e) of the Law. C.R. Item No. 6, at 1. Claimant appealed, and a referee held a hearing on April 27, 2017. In Bertram I, we summarized the testimony presented at the hearing as follows:

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

2 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.

3 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.”[][2] 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.

Bertram I, 206 A.3d at 81-82 (footnote omitted). After considering the evidence presented, the Referee concluded that Claimant committed disqualifying willful misconduct under Section 402(e) of the Law by calling Katsaros a liar on January 23, 2017. C.R. Item No. 12; Referee Decision, 5/1/2017, at 2. Claimant appealed to the Board, which adopted the

2 Katsaros acknowledged removing a single file from Claimant’s desk on January 20, 2017, and speculated that other employees may have removed other files thereafter, though he did not clarify whether he instructed them to do so. N.T. 18. 4 Referee’s findings of fact and conclusions of law and affirmed the Referee’s decision without discussion. C.R. Item No. 15; Board Adjudication, 12/8/2017, at 1. Claimant appealed the Board’s December 8, 2017, adjudication to this Court.

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S.J. Bertram v. UCBR, Counsel Stack Legal Research, https://law.counselstack.com/opinion/sj-bertram-v-ucbr-pacommwct-2021.