M. Russello v. UCBR
M. Russello v. UCBR - 2044 C.D. 2016
Pa. Commw. Ct.Aug 28, 2017Background
- Petitioner Michele Russello was employed as a full-time member services representative by Sun Federal Credit Union from March 28, 2016, to June 9, 2016.
- Claimant was found ineligible for unemployment benefits by the Service Center, and a Referee upheld that determination.
- Evidence showed multiple cash drawer incidents: $10 short on April 22, 2016; $11 short on May 20, 2016; and a May 27, 2016 withdrawal of $11 from a member’s account without permission.
- Claimant admitted to the April 22 error but disputed instructions and asserted lack of intent and insufficient training.
- The Board affirmed the Referee’s decision, concluding willful misconduct under Section 402(e) of the Unemployment Compensation Law.
- Employer discharged Claimant on June 9, 2016 for violation of its cash drawer policy.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Whether the Board’s credibility determinations are proper | Russello contends Montout lied about May 27, 2016 actions | Board credited Montout’s testimony as credible | Credibility given to Montout sustained; cannot be overturned on appeal |
| Whether Claimant's May 27 withdrawal constitutes willful misconduct | Mistakes were due to inexperience, not willful misconduct | Withdrawal was intentional disobedience of cash drawer policy | Willful misconduct established; withdrawal without permission supported finding |
| Whether Claimant proved good cause for violating the policy | Co-worker’s prior handling of shorts shows good cause; training occurred | Cannot use co-worker’s conduct as good cause; retraining occurred; not justified | No good cause; policy violation found to be willful misconduct |
Key Cases Cited
- Peak v. Unemployment Comp. Bd. of Review, 501 A.2d 1383 (Pa. 1985) (Board is ultimate fact-finder; credibility matters tested on review)
- Greif v. Unemployment Comp. Bd. of Review, 450 A.2d 229 (Pa. Cmwlth. 1982) (Board may accept or reject testimony in part)
- Walsh v. Unemployment Comp. Bd. of Review, 943 A.2d 363 (Pa. Cmwlth. 2008) (Willful misconduct burden on employer; good cause if justifiable under circumstances)
- Tongel v. Unemployment Comp. Bd. of Review, 501 A.2d 716 (Pa. Cmwlth. 1985) (Requires proof that claimant’s actions were intentional or deliberate)
- Heitczman v. Unemployment Comp. Bd. of Review, 638 A.2d 461 (Pa. Cmwlth. 1994) (Disobedience of direct instruction can constitute willful misconduct)
- Rung v. Unemployment Comp. Bd. of Review, 689 A.2d 999 (Pa. Cmwlth. 1997) (Poor work performance may be distinguishable when it involves clear policy violations and concealment)
- Grieb v. Unemployment Comp. Bd. of Review, 827 A.2d 422 (Pa. 2003) (Defines willful misconduct components and policy violation analysis)
