Tri Star Auto Group v. WCAB (Bortz)

CourtCommonwealth Court of Pennsylvania
DecidedJanuary 17, 2018
Docket549 C.D. 2017
StatusUnpublished

This text of Tri Star Auto Group v. WCAB (Bortz) (Tri Star Auto Group v. WCAB (Bortz)) 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
Tri Star Auto Group v. WCAB (Bortz), (Pa. Ct. App. 2018).

Opinion

IN THE COMMONWEALTH COURT OF PENNSYLVANIA

Tri Star Auto Group, : Petitioner : : No. 549 C.D. 2017 v. : : Submitted: November 3, 2017 Workers’ Compensation Appeal : Board (Bortz), : Respondent :

BEFORE: HONORABLE P. KEVIN BROBSON, Judge HONORABLE PATRICIA A. McCULLOUGH, Judge HONORABLE BONNIE BRIGANCE LEADBETTER, Senior Judge

OPINION NOT REPORTED

MEMORANDUM OPINION BY JUDGE McCULLOUGH FILED: January 17, 2018

Tri Star Auto Group (Employer) appeals from the April 7, 2017 decision of the Workers’ Compensation Appeal Board (Board), which affirmed the order of a workers’ compensation judge (WCJ), granting a claim petition filed by James Bortz (Claimant). Upon review, we reverse.

Facts and Procedural History Employer is a collection of car dealerships with six locations primarily throughout western Pennsylvania. In 2007, Employer hired Claimant as a commercial account manager with his primary location and office to be in McKeesport, Allegheny County, although the position required occasional travel. During a meeting in September 2013, Employer told Claimant he was permitted to work at any of Employer’s other locations as long as he advised his supervisor where he was working. Because Claimant’s work sometimes required him to travel, he was provided with a company vehicle, a cell phone, a laptop, and a gas card for the vehicle. He was also provided a mobile printer, which he kept at home. (WCJ’s Findings of Fact (F.F.) Nos. 15, 17, 21, 22; Conclusions of Law (C.L.) No. 3; Reproduced Record (R.R.) at 266a.) Claimant was involved in a single-vehicle accident in his company vehicle on October 30, 2013, and sustained injuries in the nature of a traumatic brain injury, a C7/T1 fracture resulting in paralysis, and a pelvic fracture. The accident occurred as Claimant was driving to his office in McKeesport from his home in Johnstown. Claimant filed a claim petition on November 20, 2013, and Employer filed an answer denying all material allegations. The parties agreed that the matter should be bifurcated for a preliminary determination as to whether Claimant was in the course and scope of employment at the time of the accident, and, if so, whether his claim should be barred because of a violation of a positive work order/work rule or a violation of law. The matter was assigned to a WCJ, who held multiple hearings. (F.F. Nos. 1, 3, 24; R.R. at 4a.) Claimant’s wife, Heather Bortz, testified regarding her husband’s employment with Employer. She stated that Claimant was employed in fleet sales and that his schedule was such that he could work seven days a week because his work could be performed at home, at Employer’s McKeesport office, or at another one of Employer’s locations. She also testified that Claimant was provided a company vehicle, a cell phone, and a laptop. She stated that a typical day for Claimant began with checking his cell phone and laptop for messages and responding to phone calls, after which he would shower and work from home or set out for wherever his job required. On the day of the accident, Ms. Bortz testified that Claimant took their

2 daughter for an eye doctor appointment and then to school. She stated that Claimant then returned home to drop off the receipt for the eye doctor visit and that Claimant thereafter proceeded to work at Employer’s McKeesport location. (F.F. No. 5.) Claimant also presented testimony at a deposition. He testified that his job as a commercial account manager required him to seek new clients and to maintain the existing client base, which entailed traveling to deliver vehicles and to meet clients. He stated that he had a written employment contract, which set forth the terms of his compensation and included the use of a demonstrator (“demo”) vehicle and fuel card to purchase gas for his commute and to use for business purposes. He stated that, while his prime location was at Employer’s McKeesport location, he would have to travel to the Employer’s other locations if the contract involved a non-Ford product since the McKeesport location was strictly a Ford dealership.1 Additionally, he stated that he was not required to appear at his McKeesport office every day if his duties required him to be elsewhere and that he would sometimes work from home. Claimant testified that he did not have regular working hours and did not have to punch a time clock when he went into the McKeesport office. However, Claimant stated that, when he was not working at the McKeesport location, he would inform Employer regarding where he would be that day. Claimant stated that he sometimes works at the Blairsville, Somerset, or Uniontown locations and that he worked at the Tyrone location once or twice. (F.F. No. 6; R.R. at 265a, 273a-75a.) Claimant further testified that he had an office at the McKeesport location with his name on the door for the duration of his employment in which he kept his business and personal effects but, when he worked at the other locations, he did not

1 For example, Claimant indicated that if a client wanted another make of vehicle, such as a Chrysler, he needed to go to one of Employer’s other locations that sold Chryslers to complete that sale. (F.F. No. 6.)

3 have an assigned office. Claimant estimated that he would spend approximately 50% of his time at the McKeesport location. With regard to his sales, Claimant testified that the majority of his fleet sales were Ford vehicles, which were processed at the McKeesport location. Claimant stated that his laptop could access all of his work programs except the program to process sales. (F.F. No. 6; Board’s op. at 4.) Claimant testified about a meeting he had with Jack Bartko, Employer’s director of operations, and Keven Sergent, Employer’s owner, in September 2013 to discuss his pay structure and schedule. Claimant testified that when he asked Mr. Sergent if it mattered to him where Claimant worked, his response was, “No, [Claimant], keep doing what your [sic] doing.” (F.F. No. 6.) Claimant testified that he requested Mr. Bartko to clarify that arrangement with the other managers. Claimant indicated that he requested this so that he would not have to check in on a daily basis if he were working at Employer’s Blairsville or Uniontown location because his direct manager would “pester” him if he were not working in McKeesport. (F.F. No. 6.) With regard to the day of the accident, Claimant testified that he took his daughter to an eye doctor appointment and then to school, after which he returned to his house to pick up his laptop, check his email, and set out to work in McKeesport. Claimant stated that he was going to McKeesport because he had to process some sales before the end of the month. Claimant stated that he could not remember any additional details after leaving his driveway and beginning his travel to McKeesport. Finally, Claimant reviewed various text messages he exchanged with Guy Lettieri, Employer’s sales manager, and Employer’s policy that he signed regarding the use of “demo” vehicles. Id. Mr. Bartko, Employer’s director of operations who manages all six of Employer’s locations, presented testimony on behalf of Employer. He stated that

4 Claimant was hired in September 2007 as the commercial account manager for the McKeesport location, which involved selling vehicles to commercial and fleet customers. He stated that Claimant was given a “demo” vehicle to be used on a daily basis for business purposes, including travel to and from his work location. Mr. Bartko also described the “demo” vehicle policy and protocol, which includes a requirement that the occupant use seatbelts and obey traffic laws, and stated that, if an employee did not abide by the protocol, the “demo” vehicle could be taken away. Mr. Barko noted that Claimant had his “demo” vehicle taken back for a six-month period for health reasons. (F.F. No. 7.) Mr.

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Bluebook (online)
Tri Star Auto Group v. WCAB (Bortz), Counsel Stack Legal Research, https://law.counselstack.com/opinion/tri-star-auto-group-v-wcab-bortz-pacommwct-2018.