HomeMy WebLinkAbout2001-562 Civil
PENNSYLVANIA
NATIONAL MUTUAL
CASUALTY
INSURANCE
COMP ANY,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
v.
CIVIL ACTION - LAW
GEORGE WILLIAM
MANUEL, SR.,
MARGARET MANUEL
And TAMMI JO
MANUEL,
Defendants
NO. 01-562 CIVIL TERM
IN RE: ADJUDICATION
BEFORE OLER, J.
OPINION and ORDER OF COURT
OLER, 1., November 10,2004.
In this action for a declaratory judgment, an automobile insurance company
seeks a declaration that Defendants may not stack underinsured motorists'
coverage on a multi-vehicle policy issued by Plaintiff and, as a consequence, are
entitled to a total of only $35,000.00 in such coverage. A nonjury trial was held
before the undersigned judge on November 8,2004.
F or the reasons stated in this opinion, the court will find in favor of Plaintiff
and against Defendants.
FINDINGS OF FACT
1. Plaintiff is Pennsylvania National Mutual Casualty Insurance Company,
a mutual insurance company with headquarters located at 2 North Second Street,
Harrisburg, Dauphin County, Pennsylvania.
2. Defendants George William Manuel, Sr., Margaret Manuel and Tammi
Jo Manuel are adult individuals residing at Unit 12, 2 East Street, Mount Holly
Springs, Cumberland County, Pennsylvania.
3. Defendant George William Manuel, Sr., was at all times relevant to this
case an employee of General Electrical Service Co., Inc., and/or General Electrical
Service and Sales Company (hereinafter GE).
4. He was employed as an estimator for GE, and was not an officer of the
company.
5. The other Defendants, Margaret Manuel and Tammi Jo Manuel, were
members of Mr. Manuel's household.
6. A 1994 Buick Skylark (hereinafter the Buick) was provided by GE to
Mr. Manuel for personal and business use.
7. The Buick was insured by Plaintiff, Pennsylvania National Mutual
Insurance Company (hereinafter Penn National), pursuant to a policy issued to
GE.
8. In connection with the policy, Michael L. Rode, an authorized officer of
GE, executed a "Pennsylvania Motor Vehicle Financial Responsibility Option
Selection Sheet," electing an underinsured motorists' coverage limit of
$35,000.00.
9. With regard to such coverage, he elected the "stacking" option.
10. In addition to providing for insurance on the Buick, the policy also
provided for insurance on thirteen other vehicles of GE.
11. The annual premium for underinsured motorists coverage for each of
five of the vehicles, including the Buick, was $17.00, and the premium for such
coverage for each of the remaining nine vehicles was $ 7.00.
12. All premiums paid included charges for stacking. The higher premium
for the Buick and four other vehicles was attributable to their utilization as
personal as well as business vehicles.
13. A policy declaration identified the "Named Insured" as "General
Electrical Service Co. Inc."
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14. A "Special Named Insured Endorsement" identified "the person(s) or
organization( s) named in the Declarations of [the] policy" as "General Electrical
Service Co Inc and/or General Electrical Service & Sales Company."
15. In an endorsement entitled "Pennsylvania-Named Individuals-
Broadened First Party Benefits," the policy extended "named insured" status for
purposes of first party benefits to the following individuals: "Michael L. Rode,
Karen R. Rode (spouse), Leo[n] M. Rode, and Betty M. Rode (spouse)."
16. The policy provided that "[t]hroughout this policy the words 'you' and
'your' refer to the Named Insured shown in the Declarations."
17. With specific reference to underinsured motorists' coverage, the policy
defined "an insured" as (1) "you," (2) "[i]f you are an individual, any 'family
member, ", (3) "[a]nyone else 'occupying' a covered 'motor vehicle, ", and (4)
"[a]nyone for damages he or she is entitled to recover because of a 'bodily injury'
sustained by another 'insured. ",
18. By its terms, the policy limited stacking with respect to underinsured
motorists' coverage as follows:
Except as provided in the following paragraph, the most we
will pay for all damages resulting from anyone "accident" is
the Limit Of Insurance for Underinsured Motorists Coverage
shown in the Schedule or Declarations regardless of the
number of covered "motor vehicles", "insureds", premiums
paid, claims made or vehicles involved in the "accident".
However, if "bodily injury" is sustained in an "accident" by
you or any "family member", and there is more than one
covered "motor vehicle", our maximum limit of liability for
all damages in any such "accident" is the sum of the limits
applicable to each covered "motor vehicle". Subject to our
maximum limit of liability for all damages, the most we will
pay for "bodily injury" sustained in such "accident" by an
"insured" other than you or any "family member" is the Limit
Of Insurance for Underinsured Motorists Coverage shown in
the Schedule or Declarations for the covered "motor vehicle"
the "insured" was "occupying" at the time of the "accident".
This is the most we will pay regardless of the number of
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covered "motor vehicles", "insureds", premiums paid, claims
made or vehicles involved in the "accident".
19. A list of persons who would be driving the vehicles covered by the
policy (hereinafter the driversheet) was provided by GE to Penn National.
20. The driversheet included the name ofMr. Manuel.
21. The driversheet was not part of the policy and was not designed to
effect Mr. Manuel's inclusion as a named or designated insured for purposes of
underinsured motorists' coverage.
22. On July 10, 1999, the Buick was involved in an automobile accident in
Dickinson Township, Cumberland County, Pennsylvania.
23. At the time, all three Defendants were in the vehicle.
24. As a result of the accident, Defendants demanded underinsured
motorists' coverage from Penn National in the amount of the sum of the limits
applicable to each covered vehicle under the policy.
25. Penn National, declining to accede to Defendants' demand that the
coverage he stacked, paid to Defendants the amount of only $35,000.00
DISCUSSION
Statement of Law
Stacking. "[M]ost automobile insurance policies identify three classes of
intended insureds: (1) class one - includes the named insured and any designated
insured, and spouses or relatives if members of the same household; (2) class two
- any other person operating or occupying an insured vehicle; and (3) class three -
any person entitled to recover damages because of bodily injury sustained by an
insured under #1 or #2 (i.e., a spouse claiming loss of consortium)." Insurance
Company of Evanston v. Bowers, 758 A.2d 213, 217 n.l (Pa. Super. Ct. 2000).
As a general rule, "[t]he right to stack coverages lies with all persons within
the 'class one' category of the 'insured', and. . . a 'class two' claimant, who is
insured only because he is an occupant in a vehicle, is not entitled to stack
coverages. The rationale underlying [this general rule is] that a claimant whose
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coverage was solely a result of membership in the second category had not paid
premiums, nor was he a specifically intended beneficiary of the policy. Thus,
[such a claimant] ha[s] no recognizable contractual relationship with the insurer,
and there exist[ s] no basis upon which he could reasonably expect multiple
coverage." Selected Risk Ins. Co. v. Thompson, 520 Pa. 130, 135-36, 552 A.2d
1382, 1384-85 (1989); see Utica Mut. Ins. Co. v. Contrisciane, 504 Pa. 328, 338-
39,473 A.2d 1005, 1010-11 (1984).
The Superior Court "has never held that simply being listed as a driver on
an insurance policy automatically transforms an individual into a class one
insured." Caron v. Reliance Ins. Co., 703 A.2d 63, 68 (Pa. Super. Ct. 1997).
Application of Law to Facts
In the present case, the credible evidence, in the court's view, has supported
the Plaintiff s factual position with respect to the intended effect of the contractual
provisions at issue. Based upon the foregoing, the following conclusions of law
and order of court will be made and entered:
CONCLUSIONS OF LAW
1. The court has jurisdiction over the parties and subject matter of this
litigation.
2. Plaintiff is entitled to the relief sought in the form of a declaration that
Defendants may not stack the insurance at issue with respect to the accident
occurring on July 10, 1999.
ORDER OF COURT
AND NOW, this 10th day of November, 2004, upon consideration of
Plaintiff s complaint in the above-captioned matter, and following a non-jury trial,
the court finds in favor of Plaintiff and against Defendants, and declares that
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Defendants may not stack the underinsured motorists' coverage at issue with
respect to the accident occurring on July 10, 1999.
BY THE COURT,
s/ 1. Wesley Oler, Jr.
1. Wesley Oler, Jr., 1.
Peter 1. Speaker, Esq.
P.O. Box 999
305 North Front Street
Harrisburg, P A 17108
Attorney for Plaintiff
Gregory M. Feather, Esq.
1300 Linglestown Road
Harrisburg, P A 17110
Attorney for Defendants
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PENNSYLVANIA
NATIONAL MUTUAL
CASUALTY
INSURANCE
COMP ANY,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
v.
CIVIL ACTION - LAW
GEORGE WILLIAM
MANUEL, SR.,
MARGARET MANUEL
And TAMMI JO
MANUEL,
Defendants
NO. 01-562 CIVIL TERM
IN RE: ADJUDICATION
BEFORE OLER, J.
ORDER OF COURT
AND NOW, this 10th day of November, 2004, upon consideration of
Plaintiff s complaint in the above-captioned matter, and following a non-jury trial,
the court finds in favor of Plaintiff and against Defendants, and declares that
Defendants may not stack the underinsured motorists' coverage at issue with
respect to the accident occurring on July 10, 1999.
BY THE COURT,
1. Wesley Oler, Jr., 1.
Peter 1. Speaker, Esq.
P.O. Box 999
305 North Front Street
Harrisburg, P A 17108
Attorney for Plaintiff
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Gregory M. Feather, Esq.
1300 Linglestown Road
Harrisburg, P A 17110
Attorney for Defendants