HomeMy WebLinkAbout94-3517 EquityLAWCO, INC.,
Plaintiff
V®
TIMOTHY GREENFIELD, and
SCOTT PERRY,
individually and
t/d/b/a HYDROTECH
MECHANICAL SERVICES,
Defendant
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION - LAW
NO. 94-3517 EQUITY TERM
IN RE: ADJUDICATION
BEFORE OLER, J.
DECREE NISI
AND NOW, this2~L~ay of December, 1996, upon consideration of
Plaintiff's complaint and of Defendant Greenfield's counterclaim,
following a nonjury trial and for the reasons stated in the
accompanying opinion, the court finds in favor of Plaintiff and
against Defendants on Plaintiff's complaint, and in favor of
Plaintiff and against Defendant on Defendant's counterclaim. It is
further ordered, adjudged and decreed as follows:
1. Prior to June 29, 1998, Defendant Greenfield is
enjoined, either as a principal, disclosed or
undisclosed, on behalf of, or in conjunction with any
other person, firm, partnership, company or corporation,
either as an agent, employee, partner, officer, director,
consultant or in any other capacity, directly or
indirectly, within a territory of 250 miles from 1156
York Road, Mechanicsburg, Pennsylvania, from doing any of
the following:
a. Engaging in the business of installation,
'repair, calibration, sales and/or rentals of water
meters of any kind;
b. Soliciting orders or contracts for
the installation, repair, calibration, sales
and/or rentals of water meters of the same or
similar nature provided by Plaintiff; or
c. Soliciting, diverting, taking away or
inducing any of the customers of Plaintiff.
2. Prior to June, 29, 1998, Defendant Perry is
enjoined from facilitating, aiding or abetting, either
directly or indirectly, personally or by way of any
company, corporation, partnership, association or other
entity in which he has an interest or by whom or which he
is employed or engaged, Defendant Greenfield in any
violati6n of paragraph 1 of this decree.
3. Defendants, jointly and severally, shall pay
damages to Plaintiff in the amount of $30,000.00, with
interest sec. leg. from November 13, 1995, attorney's
fees in the amount of $20,000.00 and costs of suit.
Diane G. Radcliff, Esq.
3448 Trindle Road
Camp Hill, PA 17011
Attorney for Plaintiff
Mary A. Etter Dissinger, Esq.
28 North Thirty-Second Street
Camp Hill, PA 17011
Attorney for Defendants
BY THE COURT,
'W~sley '
LAWCO, INC.,
Plaintiff
Ve
TIMOTHY GREENFIELD, and
SCOTT PERRY,
individually and
t/d/b/a HYDROTECH
MECHANICAL SERVICES,
Defendant
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION - LAW
NO. 94-3517 EQUITY TERM
IN RE: ADJUDICATION
BEFORE OLER, J.
OPINION and DECREE NISI
Oler, J.
In this equity case, a small corporation has sued a former
employee and his business partner as a result of an alleged breach
of a covenant not to compete; relief in the form of a prohibitory
injunction and damages is sought. The employee has counterclaimed
for damages as a result of an alleged breach of an obligation to
pay him a bonus.
The record in this case consists of numerous exhibits and over
a thousand pages of testimony.~ During the course of the
litigation one of the defendants burned the Defendants' records,
rendering any computation of damages more difficult.
For the reasons stated in this opinion, the court will find in
favor of Plaintiff, prohibit by injunction further violation of the
covenant not to compete and award damages.
FINDINGS OF FACT
Plaintiff is a Pennsylvania corporation with its principal
See Order of Court, July 1, 1996.
NO. 94-3517 EQUITY TERM
place of business at 1156 York Road, Mechanicsburg, Cumberland
County, Pennsylvania.2
Defendants are adult residents of
Dillsburg, York County, Pennsylvania.3
Plaintiff is a small, solely-owned corporation engaging in the
rather specialized business of "water utility service."4
Plaintiff's customers are water utilities, both investor-owned and
municipally-owned, as well as a few factories,s
The primary service performed by Plaintiff was described by
its owner and president - "chief cook and bottle washer"6 - Norman
Law, in the following terms:
[P]rimarily we are called calibrators,
meaning that we can certify, both in the field
and in the test lab, the accuracy of their
billing instruments or measuring instruments,
whether these instruments are production meter
or what we would call, maybe, a source meter
coming out of the Susquehanna or the Yellow
Bre[e]ches or the billing meter that would
sell water to, say, the Hershey Medical Center
or an industry.7
2 Plaintiff's complaint, paragraph 1; Defendants' answers,
paragraph 1.
3 Plaintiff's complaint, paragraphs 2-3; Defendants' answers,
paragraphs 2-3.
4 N.T. 4 (testimony of Norman Law), Hearing on Plaintiff's
motion for preliminary injunction, February 24, 1995.
Id.
Id.
7 N.T. 8 (testimony of Norman Law), Hearing on Plaintiff's
motion for preliminary injunction, February 24, 1995.
NO. 94-3517 EQUITY TERM
In addition to testing water measurement devices for accuracy,
the company services and repairs such instruments, salvages and
rebuilds them, and rents, sells and installs them. It also sells
parts for them.8
Plaintiff has about seven competitors in the area of its
operations,9 which extends across Pennsylvania and into Maryland,
Virginia and West Virginia.~° The frequency with which customers
require the services provided by Plaintiff varies from several
times a year to once in ten years.~ Business in the "water utility
service" industry is generated largely through customer referrals.~2
Plaintiff corporation has three full-time and two part-time
employees.~3 The year of 1994 was described as a financial
"nightmare" by its president.TM
8 N.T. 9-15 (testimony of Norman Law), Hearing on Plaintiff's
motion for preliminary injunction, February 24, 1995.
9 N.T. 129-30 (testimony of Norman Law), Hearing on
Plaintiff's motion for preliminary injunction, February 24, 1995.
~0 N.T. 51-52 (testimony of Norman Law), Hearing on
Plaintiff's motion for pre%iminary injunction, February 24, 1995.
~ N.T. 50 (testimony of Norman Law), Hearing on Plaintiff's
motion for preliminary injunction, February 24, 1995; N.T. 39-46
(testimony of Wendy Eby), Trial (July 3, 1996).
~2 N.T. 56 (testimony of Norman Law), Hearing on Plaintiff's
motion for preliminary injunction, February 24, 1995.
~3 N.T. 85 (testimony of Norman Law), Hearing on Plaintiff's
motion for preliminary injunction, February 24, 1995.
~4 N.T. 81 (testimony of Norman Law), Hearing on Plaintiff's
motion for preliminary injunction, February 24, 1995.
NO. 94-3517 EQUITY TERM
In 1987, one of Plaintiff's two "field technicians" (the other
being company president Law) resigned.~s Field technicians perform
the services of the company in the field - testing and servicing
meters, and so forth.~6 Their competency in the area may take as
long as a year to fully develop.~7 In Plaintiff's organization, a
field technician was also expected at times to solicit business and
entertain customers.~8
Defendant Timothy Greenfield was employed by Plaintiff to
replace the field technician who resigned.~9 His background was
that of a high school graduate, with post-secondary school courses
in water systems, sewage treatment and management. He was
assistant director of public works for the Borough of Dillsburg in
York County, Pennsylvania.2° He also held Pennsylvania operators'
~s N.T. 24, 31 (testimony of Norman Law), Hearing on
Plaintiff's motion for preliminary injunction, February 24, 1995.
~6 N.T. 16-17, 28-29 (testimony of Norman Law), Hearing on
Plaintiff's motion for preliminary injunction, February 24, 1995.
~7 N.T. 29 (testimony of Norman Law), Hearing on Plaintiff's
motion for preliminary injunction, February 24, 1995.
~8 N.T. 20-21, 56-57 (testimony of Norman Law), Hearing on
Plaintiff's motion for preliminary injunction, February 24, 1995.
~9 N.T. 42 (testimony of Norman Law), Hearing on Plaintiff's
motion for preliminary injunction, February 24, 1995.
20 N. T. 12, 97 (testimony of Timothy Greenfield), Hearing on
Plaintiff's motion for preliminary injunction, September 29, 1995.
4
NO. 94-3517 EQUITY TERM
licenses for water and sewer plants.2~
Defendant Greenfield and Plaintiff's president Law met on
January 13, 1988, to discuss the possibility of the former's
employment.22 Defendant Greenfield was informed at that time that
a covenant not to compete would be involved with his employment.23
On Friday, February 19, 1988, Defendant Greenfield was
provided with an employment agreement executed by company president
Law and dated the 19th.24 He took it home to review; he commenced
work for Plaintiff on Monday, February 22, 1988; and he returned
the agreement signed on Monday, February 29, 1988.25
The employment agreement contained, and Defendant Greenfield
was aware of the import of,2~ the following provisions:
B. NON-COMPETITION:
1. EMPLOYEE agrees that during his
employment and for a period of five (5) years
immediately following the termination of said
2~ N. T. 11 (testimony of Timothy Greenfield), Hearing on
Plaintiff's motion for preliminary injunction, September 29, 1995.
2~ N.T. 32-33. (testimony of Norman Law), Hearing on
Plaintiff's motion for preliminary injunction, February 24, 1995.
23 N.T. 34 (testimony of Norman Law), Hearing on Plaintiff's
motion for preliminary injunction, February 24, 1995.
24 N.T. 38 (testimony of Norman Law), Hearing on Plaintiff's
motion for preliminary injunction, February 24, 1995.
25 N.T. 38~39 (testimony of Timothy Greenfield), Hearing on
Plaintiff's motion for preliminary injunction, February 25, 1995.
26 N. T. 21-22 (testimony of Timothy Greenfield), Hearing on
Plaintiff's motion for preliminary injunction, September 29, 1995.
NO. 94-3517 EQUITY TERM
employment, for any reason whatsoever, he
shall not, either as a principal, disclosed or
undisclosed, on behalf of, or in conjunction
with any other person, firm, partnership,
company or corporation, either as an agent,
employee, partner, officer, director,
consultant or in any other capacity, without
limitation by prior specification, directly or
indirectly, within a territory defined by a
radius of 250 miles from the EMPLOYER'S
principal place of business, located at 1156
York Road, Mechanicsburg, Pennsylvania, do any
of the following:
a. He shall not engage in the business of
installation, repair, calibration, sales
and/or rentals of water meters of any kind.
b. He shall not solicit orders or
contracts for the installation, repair,
calibration, sales and/or rentals of water
meters of the same or similar nature provided
by the EMPLOYER.
c. He shall not solicit, divert, take away
or induce any of the customers of the
EMPLOYER.
2. EMPLOYEE acknowledges that the
remedies at law for any breach by him of any
of the provisions of Paragraph B 1 of this
~Agreement will be inadequate relief against
him and in the event of any such breach,
EMPLOYEE further acknowledges and warrants
that he will be fully able to earn an adequate
livelihood for himself and his~dependents if
the terms of this Agreement should be
specifically enforced against him.
3. If the provisions of Paragraph B 1
of this Agreement should be held to be
invalid, illegal, or unenforceable by a court
of competent jurisdiction because of the time
limitation and geographical area therein
provided, such provisions shall nevertheless
be effective and enforceable for such a period
of time and in such a geographical area as may
be held to be reasonable by such court. Any
6
NO. 94-3517 EQUITY TERM
provision of this Agreement that is invalid,
illegal or unenforceable in any such
jurisdiction shall, as to such jurisdiction,
be ineffective to the extent of such
invalidity, illegality or unenforceability
without invalidating or rendering
unenforceable the remaining provisions of this
Agreement, and any such invalidity, illegality
or unenforceability shall not, of itself,
affect the validity, legality or
enforceability of such provision in any other
jurisdiction.
4. The parties agree that the provisions
of this Agreement pertaining to the employment
of EMPLOYEE by. EMPLOYER as set forth in
Paragraph A herein is given in exchange for
and act as consideration for this Covenant not
to compete, provided, however, that this
covenant not to compete shall be deemed
separate and apart from the terms of the
employment relationship and any other
agreement set forth herein.
C. NON-DISCLOSURE:
1. EMPLOYEE agrees not to solicit,
divert or take away customers of EMPLOYER in
any state, not included in the aforesaid
territory heretofore mentioned, whether such
customers become known to him during the
course of his employment with EMPLOYER, nor
shall he divulge to anyone the names of
EMPLOYER'S customers or the details of its
transactions with them.
2. EMPLOYEE shall not, directly, or
indirectly, disclose or use at any time,
either during or subsequent to the said
employment, any secret or confidential
information, knowledge or data of the
EMPLOYER, whether or not obtained, acquired or
developed by the EMPLOYEE, unless he shall
first secure the written consent of the
EMPLOYER. Upon the termination of his
employment, EMPLOYEE shall turn over to the
EMPLOYER all notes, memoranda, notebooks,
drawings or other documents made by, complied
NO. 94-3517 EQUITY TERM
[sic] by, or delivered to him concerning any
customers, distributors, distribution systems,
products, apparatus, or methods used,
developed, or investigated by the EMPLOYER
during the period of his employment; it being
expressly agreed that the same and all
information contained therein are, at all
times, the property of the EMPLOYER.27
In the ensuing four to six months, Plaintiff's president
personally trained Defendant Greenfield in the field.28 Thereafter,
Mr. Greenfield generally performed his duties alone.29 During the
course of his employment, he had access to all of Plaintiff's
customer files, which contained valuable background information on
customers' equipment, suppliers and personnel,3° and to Plaintiff's
pricing policies.3~ Defendant Greenfield also became acquainted
with the managers of the utilities serviced by Plaintiff,32 and
27 Plaintiff's Exhibit 5 (employment contract), Hearing on
Plaintiff's motion for preliminary injunction, February 24, 1995.
28 N.T. 45 (testimony of Norman Law), Hearing on Plaintiff's
motion for preliminary injunction, February 24, 1995; N. T. 27-28
(testimony of Timothy Greenfield), Hearing on Plaintiff's motion
for preliminary injunction, September 29,~1995.
29 N.T. 45 (testimony of Norman Law), Hearing on Plaintiff's
motion for preliminary injunction, February 24, 1995.
30 N.T. 53-55 (testimony of Norman Law), Hearing on
Plaintiff's motion for preliminary injunction, February 24, 1995.
3~ N.T. 81 (testimony of Norman Law), Hearing on Plaintiff's
motion for preliminary injunction, February 24, 1995.
32 N.T. 94 (testimony of Norman Law), Hearing on Plaintiff's
motion for preliminary injunction, February 24, 1995.
NO. 94-3517 EQUITY TERM
entertained their employees.TM He obtained a certification for
"back flow" testing while working for Plaintiff.34
While he was employed by Plaintiff, Defendant Greenfield opted
to receive a salary increase instead of continuing to participate
in a bonus program.~ However, the record does not support his
contention that he was "cheated"~6 out of a $1,000.00 bonus.
Around February of 1993, Mr. Greenfield expressed an interest
in buying the testing portion of Plaintiff's business and going out
on his own.~? In anticipation of such a venture, he had, a month
or so earlier, formed a partnership with Defendant Scott Perry, who
was not himself experienced in the water utility service field, and
they had registered Hydrotech Mechanical Services as a fictitious
name. 38
33 N.T. 96-97 (testimony of Norman Law), Hearing on
Plaintiff's motion for preliminary injunction, February 24, 1995.
34 N. T. 34 (testimony of Timothy Greenfield), Hearing on
Plaintiff's motion for preliminary injunction, September 29, 1995.
~ N.T. 225-31 (testimony of Timothy Greenfield), Trial, July
3, 1996.
36 N.T. 197 (testimony of Timothy Greenfield), Trial, July 3,
1996.
37 N.T. 58 (testimony of Norman Law), Hearing on Plaintiff's
motion for preliminary injunction, February 24, 1995.
38 N. T. 38-40 (testimony of Timothy Greenfield), Hearing on
Plaintiff's motion for preliminary injunction, September 29, 1995;
N.T. 90-95 (testimony of Scott Perry), Hearing on Plaintiff's
motion for preliminary injunction, October 6, 1995. Hydrotech has
since officially dissolved. See N.T. 9-10 (Testimony of Tim
Greenfield), Hearing on July 1, 1996.
NO. 94-3517 EQUITY TERM
However, negotiations with Plaintiff did not produce an
agreement.TM On June 29, 1993, Defendant Greenfield resigned,
advising Plaintiff's.president that he would be going into the
landscaping business.4° Prior to his resignation, Plaintiff's
/preSident had reminded Mr. Greenfield of his contractual
obligations and of Plaintiff's intent to enforce its proscriptive
rights if necessary.4~ Defendant Perry was also aware of these
contractual obligations.42
Defendant Greenfield did not enter the landscaping business.
Instead, he and Defendant Perry commenced a water utility service
operation under the name Hydrotech Mechanical Services at 10
Chestnut Grove Road, Dillsburg, York County, Pennsylvania.43 Some
money was spent on this enterprise before Defendant Greenfield left
39 N.T. 60 (testimony of Norman Law), Hearing on Plaintiff's
motion for preliminary injunction, February 24, 1995.
40 N.T. 61 (testimony of Norman Law), Hearing on Plaintiff's
motion for preliminary injunction, February 24, 1995.
4~ N.T. 60 (testimony of Norman Law), Hearing on Plaintiff's
motion for preliminary injunction, February 24, 1995.
42 N.T. 84 (testimony of Scott Perry), Hearing on Plaintiff's
motion for preliminary injunction, October 6, 1995.
43 N.T. 4 (testimony of Timothy Greenfield), Trial, July 1,
1996; Plaintiff's Exhibit 8 (brochure), Hearing on Plaintiff's
motion for preliminary injunction, September 29, 1995. Mr. Perry
testified that Hydrotech Mechanical Services became operational in
the summer of 1993. N.T. 84 (testimony of Scott Perry), Hearing on
Plaintiff's motion for preliminary injunction, October 6, 1995.
10
NO. 94-3517 EQUITY TERM
Plaintiff's employ.44
The brochure of Defendants' company included the following
info£mation:
Hydrotech Mechanical Services is a full
service company offering expert consultation,
as well as a variety of meter testing,
modernization, replacement and repair
services. Our technicians can repair any
problem you have ....
Hydrotech Mechanical Services is a PUC
approved water meter testing agency and will
test any style or size of meter from any
manufacturer at any time.
Meter testing will be done in-line with no
interruptions or need for additional manpower
and will be performed at the customers
convenience.
Hydrotech Mechanical Services comes to work
with over 15 years of field experience in the
water industry. This includes in excess of
15,000 water meters tested in the field as
well as lab testing. It also includes
thousands of installations or replacements,
work within the municipal environment,
membership on our local sewer and water
authority board, valid Pennsylvania
certifications in water and sewage treatment,
a decade of design experience, and NEW-WA
certification in back flow prevention.
Hydrotech Mechanical Services is experienced
in servicing all users of the water industry
44 N.T. 9 (testimony of Timothy Greenfield), Trial, July 1,
1996.
11
NO. 94-3517 EQUITY TERM
in Pennsylvania and all neighboring states.45
The brochure listed as the company's field technician
Defendant Greenfield. Defendant Perry was listed as its general
manager. No other individuals' names appeared.46
A comparison of the very detailed test report forms used by
Plaintiff and Hydrotech shows that for all practical purposes they
were identical.~? The form had been designed by Plaintiff's
president, and the conclusion is inescapable that Defendants
adopted it for their own purposes.48
As a gesture toward the aforesaid contractual restrictions,
Defendants during their first year of operation did not
affirmatively solicit known customers of Plaintiff within a 100-
mile radius, although such business was not refused when initiated
by the customer.49 Defendants later abandoned this limitation in
~s Plaintiff's Exhibit 8 (brochure), Hearing on Plaintiff's
motion for preliminary injunction, September 29, 1995.
~7 Plaintiff's Exhibits 13 (Hydrotech form), 15 (Lawco form),
Hearing on Plaintiff's motion for preliminary injunction, September
29, 1995.
~8 N.T. 71 (testimony of Norman Law), Hearing on Plaintiff's
motion for preliminary injunction, February 24, 1995.
49 N. T. 178, 186 (testimony of Timothy Greenfield), Hearing
on Plaintiff's motion for preliminary injunction, September 29,
1995.
12
NO. 94-3517 EQUITY TERM
the operation of their business.5°
Defendants succeeded in engaging a significant number of
Plaintiff's customers,5~ and their solicitation of Plaintiff's
customers can be said to have been pervasive.~2 In 1994, the major
part of Defendants' business was with customers of Plaintiff.~3
The water utility service industry has become glutted in terms
of competition.54 In 1992, Plaintiff's income from field testing
labor sales was $79,215.00.~ In 1993, Plaintiff's income from
these sales was $48,247.81.26 In 1994, Plaintiff's income from such
sales was $37,225.05.57
50 N. T. 179 (testimony of Timothy Greenfield), Hearing on
Plaintiff's motion for preliminary injunction, September 29, 1995.
5~ N.T. 65-73 (testimony of Norman Law), Hearing on
Plaintiff's motion for preliminary injunction, February 24, 1995.
s2 N.T. 73 (testimony of Norman Law), Hearing on Plaintiff's
motion for preliminary injunction, February 24, 1995.
53 N. T. 72 (testimony of Timothy Greenfield), Hearing on
Plaintiff's motion for preliminary injunction, September 29, 1995.
54 N.T. 55 (testimony of Norman Law), Hearing on Plaintiff's
motion for preliminary injunction, February 24, 1995.
ss N.T. 78 (testimony of Norman Law), Hearing on Plaintiff's
motion for preliminary injunction, February 24, 1995.
56 N.T. 79 (testimony of Norman Law), Hearing on Plaintiff's
motion for preliminary injunction, February 24, 1995.
57 N.T. 79 (testimony of Norman Law), Hearing on Plaintiff's
motion for preliminary injunction, February 24, 1995.
13
NO. 94-3517 EQUITY TERM
In 1993, the net income of Hydrotech was $19,790.00.58 By
1995, it had risen to $53,307.70.59 Based upon all of the evidence
in the case, the court finds that Plaintiff has suffered losses
from Defendants' competition in at least the amount of $30,000.00.
Plaintiff filed the instant complaint on June 29, 1994., A
motion for a preliminary injunction was filed by Plaintiff on
December 22, 1994. Following several days of testimony, a
preliminary injunction was issued on November 13, 1995, against
Defendants, temporarily enjoining further violation of the covenant
not to compete.6°
The preliminary injunction was accompanied by a detailed
opinion expressing the court's view that Plaintiff was likely to
prevail on the merits.6~ Almost immediately upon issuance of the
preliminary injunction, Defendant Perry proceeded to burn financial
and other records of Hydrotech, rendering any calculation of
damages in favor of Plaintiff considerably more difficult.62 The
~8 N.T. 105 (testimony of Kimberly Brydon), Trial (July 1,
1996).
59 N.T. 99-105 (testimony of Kimberly Brydon), Trial (July 1,
1996).
60 Plaintiff failed to post a bond in accordance with the
injunction, and the injunction was vacated by the Superior Court on
February 22, 1996. Order of Court, No. 920 Harrisburg 1995,
February 22, 1996 (Superior Court of Pennsylvania).
Opinion and Order of Court, November 13, 1995.
62 N.T. 57 (testimony of Scott Perry), hearing on Plaintiff's
motions for sanctions and protective order, June 10, 1996; N.T. 71-
14
NO. 94-3517 EQUITY TERM
.coUrt is unable to accept Defendants' contention that this
destruction of-records was undertaken in good faith.
At about the same time, Defendants effected a formal
dissolution of their partnership known as Hydrotech Mechanical
Services.63 However, Defendant Perry immediately formed a
corporation called Hydrotech Mechanical Services, Inc., and
continued the same type of business out of the same office with the
same telephone number.64
Hydrotech Mechanical Services, Inc., continued to pay
Defendant Greenfield the same amount of money per week that he was
receiving when he was a partner in Hydrotech Mechanical Services.65
These payments were made to a corporation owned by Defendant
Greenfield rather than to him personally because "my accountant
told me to do it that way."66 This corporation of Defendant
Greenfield was formed six days after the preliminary injunction,
77 (testimony of Cecile Cobel), hearing on Plaintiff's motions for
sanctions and protective order, June 10, 1995.
63 N.T. 54 (testimony of Scott Perry)~, hearing on Plaintiff's
motions for sanctions and protective order, June 10, 1996.
64 N.T. 12 (testimony of Scott Perry), hearing on Plaintiff's
motions for sanctions and protective order, June 10, 1996.
~ N.T. 16-18 (testimony of Timothy Greenfield), Trial, July
1, 1996.
~ N.T. 14 (testimony of Timothy Greenfield), Trial, July 1,
1996. In later testimony, Defendant Greenfield seemed to indicate
that this procedure was devised by himself and Defendant Perry.
Id. at 15.
15
NO. 94-3517 EQUITY TERM
because "[w]e were advised by our attorney to do that.''67 Mr.
Greenfield's corporation has apparently performed no services other
than as a conduit for money.68
With respect to the possibility of obtaining employment
instead of operating a business in competition with his former
employer, Defendant Greenfield stated his position at the
conclusion of the trial as follows:
I don't want to work a job. I have
worked a job. I don't want to - I live in the
United States of America, free enterprise. I
want to be self-employed. You are not going
to tell me that I have to go get a job. I
don't want to work a job. So please, you
know, I want to support my family by being
self-employed, and I think I have the right to
do that.69
This litigation, in which Plaintiff has attempted to enforce
its rights following a willful breach, has been protracted,
difficult and expensive. In this regard, Plaintiff has incurred
actual attorney's fees in excess of $34,000.00.TM The court has no
difficulty in concluding that at least $20,000.00 of this amount
67 N.T. 13 (testimony of Timothy Greenfield), Trial, July 1,
1996.
68 N.T. 15 (testimony of Timothy Greenfield), Trial, July 1,
1996.
69 N.T., 246 (testimony of Timothy Greenfield), Trial, July
3, 1996.
70 N.T. 108-110 (testimony of Kimberly Brydon), Trial, July
1, 1996; Plaintiff's Exhibit 35 (total attorney's fees for D.
Radcliff), Trial, July 1, 1996.
16
NO. 94-3517 EQUITY TERM
can survive any challenge as to its fairness, reasonableness and
necessity in connection with these proceedings.
DISCUSSION
Statement of Law
Enforceability of covenants not to compete. With respect to
the enforceability of covenants not to compete, it has been noted
by Judge Hess of this court that "[c]ourts of equity will enforce
restrictive covenants ... when they are (1) incident to an
employment relationship between the employer and employee; (2)
reasonably necessary for the protection of the employer; and (3)
reasonably limited in duration and geographic extent. Sidco Paper
Co. v. Aaron, 465 Pa. 586, 591, 351A.2d 250, [252] (1976). When
restrictive covenants meet this three-prong test, they are prima
facie enforceable. Bettinger v. Carl Berke Associates, Inc., et
al., 455 Pa. 100, 103, 314 A.2d 296, 298 (1974)." The Wood Co.,
Inc. v. Hickey, 40 Cumberland L.J. 511, 514 (1990) (preliminary
injunction issued).
First, whether a restrictive covenant is incident to one's
employment is not dependent upon a technical analysis of the
precise timing of the employment agreement's execution. See, e.g.,
Beneficial Finance Co. of Lebanon v. Becker, 422 Pa. 531, 222 A.2d
873 (1966); cf. George W. Kistler, Inc. v. O'Brien, 464 Pa. 475,
347 A.2d 311 (1975).
Second, regarding the necessity of a covenant for the
17
NO. 94-3517 EQUITY TERM
protection of an employer, "[a]n employer's right to protect, by a
covenant not to compete, interest in customer goodwill acquired
through the efforts of an employee is well-established in
Pennsylvania." Sidco Paper Co. v. Aaron, 465 Pa. 586, 591, 351
A.2d 250, 252-53 (1976). This aspect of a company's legally
protectible interest has been discussed in the following terms:
In almost all commercial enterprises ...
contact with customers or clientele is a
particularly sensitive aspect of the
business .... The employer's sole or major
contact with buyers [may be] through these
agents and the success or failure of the firm
[may depend] in part on their
effectiveness .... The possibility is present
that the customer will regard, or come to
regard, the attributes of the employee as more
important in his business dealings than any
special qualities of the product or service of
theemployer, especially if the product is not
greatly differentiated from others which are
available. Thus, some customers may be
persuaded, or even be very willing, to abandon
the employer should the employee move to a
competing organization or leave to set up a
business of his own ....
[It is argued that when the employee]
leaves the company he should no more be
permitted to try to divert to his own benefit
the product of his employment than to abscond
with the company's cashbox.
$idco Paper Co. v. Aaron, 465 Pa. 586, 593-94, 351 A.2d 250, 253-54
(1976), quoting Blake, Employee Agreements Not To Compete, 73 Harv.
L. Rev. 625, 653-54 (1960); see Jacobson & Co., Inc. v. Int'l
Environment Corp., 427 Pa. 439, 235 A.2d 612 (1967).
An assessment of irreparable harm in the context of a covenant
18
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not to compete is to be made with an understanding that "[i]t is
not the initial breach of [the] covenant which necessarily
establishes the existence of irreparable harm but rather the threat
of the unbridled continuation of the violation and the resultant
incalculable damage to the former employer's business." John G.
Bryant Co., Inc. v. Sling Testing and Repair, Inc., 471 Pa. 1, 7,
369 A.2d 1164, 1167 (1977) (affirming issuance of preliminary
injunction).
Third, covenants are reasonably limited in duration and
geographic extent if they are "within such territory and during
such time as may be reasonably necessary for the protection of the
employer ... without imposing undue hardship on the employee."
Jacobson & Co.., Inc. v. Int'l Environment Corp., 427 Pa. 439, 452,
235 A.2d 612, 620 (1967) (citations omitted).
"What limits as to activity, geographical area, and time are
appropriate in a particular case depends upon all the
circumstances." Restatement (Second) of Contracts ~188, comment d
(1979). "The reasonableness of the temporal and geographic aspects
of a restrictive covenant must be determined in light of the nature
of the employer's interest sought to be protected." Boldt
Machinery & Tools, Inc. v. Wallace, 469 Pa. 504, 513, 366 A.2d 902,
907 (1976) (per Pomeroy, J., with two judges joining).
With regard to the temporal aspect of a covenant not to
compete incident to an employment relationship, "restraints of [a
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NO. 94-3517 EQUITY TERM
5-year] duration have been upheld in a wide variety of situations
by courts in other jurisdictions." Id. at 515, 366 A.2d at 908.
In this regard, "[f]requency of [customer] contact may ... control
or affect the permissible period of the restraint .... [I]f the
contact is less frequent, a longer period of restraint may be
reasonable." Id. at 514, 366 A.2d at 907, quoting Blake, Employee
Agreements Not To Compete, 73 Harv. L. Rev. 625, 659 n.1 (1960).
With regard to the geographic aspect of a covenant not to
compete, "[t]he principle of customer-contact protection finds its
expression in the general rule that the territorial restraint in a
covenant not to compete will, generally speaking, be considered
reasonable if the area covered by the restraint is limited to the
territory in which the employee was able, during the term of his
employment, to establish contact with his employer's customers."
Annotation, Enforceability of Restrictive Covenant, Ancillary to
employment Contract, as Affected by Territorial Extent of
Restriction, 43 A.L.R.2d 94, 162 (1955). In appropriate
circumstances, a covenant encompassing the area of an entire
country may be upheld. See, e.g., Plunkett Chemical Co. v. Reeve,
373 Pa. 513, 516, 95 A.2d 925, 927 (1953) (United States).
Where reasonableness of a covenant not to compete is an issue,
the burden is upon the party asserting such unreasonableness to
demonstrate it. John G. Bryant Co., Inc. v. Sling Testing and
Repair, Inc., 471 Pa. 1, 12, 369 A.2d 1164, 1169 (1977) (affirming
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NO. 94-3517 EQUITY TERM
issuance of preliminary injunction).
Finally, if a covenant not to compete is reasonable, it is not
a defense that the former employee did not actively pursue
solicitation of the employer's prior customers. Sobers v. Shannon
Optical Co., Inc., 326 Pa. Super. 170, 176, 473 A.2d 1035, 1038
(1984).
Damages for violation of covenants not to compete. With
respect to damages for violations of covenants not to compete, it
may be noted initially that an argument can be made that the
reasonableness of such a covenant is not an issue where a legal
remedy (as opposed to an equitable one) is concerned. See
generally Krauss v. M.L. Clasker & Sons, Inc., 434 Pa. 403, 254
A.2d 1 (1969);. Boyce v. Smith-Edwards-Dunlap Co., 398 Pa. Super.
345, 580 A.2d 1382 (1990).
In any event, "[d]amages must be proven with all the certainty
that the case permits."?~ In an action for damages resulting from
the breach of a restrictive covenant, absolute or mathematical
certainty is not required.72 "[T]he breach of non-competition
agreements ... involves damages which are difficult to calculate
with absolute precision."73 This indefiniteness, however, does not
?~ Ross v. Houck, 184 Pa. Super. 448, 451, 136 A.2d 160, 162
(1957).
~2 Id.
~ Aiken Indus., Inc. v. Estate of Wilson, 477 Pa. 34, 41, 383
A.2d 808, 812 (1978).
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NO. 94-3517 EQUITY TERM
by itself preclude relief.TM The Pennsylvania Supreme Court has
stated:
While damages ... cannot be based on a mere
guess or speculation, yet where the amount may
be fairly estimated from the evidence, a
recovery will be sustained even though such
amount cannot be determined with entire
accuracy.
Williston on Contracts, Revised Edition, Vol.
5, lays down these principles in respect to
measuring damages: "Though any breach of
contract entitles the injured party at least
to nominal damages, he cannot recover more
without establishing a basis for an inference
of fact that he has been actually damaged. A
mere possibility that the plaintiff might have
made a profit if the defendant had kept his
contract will not justify damages based on the
assumption that the profit would have been
made. But though there must be evidence of
substantial damage in order to justify
recovery of more than a nominal sum, the exact
amount need not be shown. Where substantial
damage has been suffered, the impossibility of
proving its precise limits is no reason for
denying substantial damages altogether."
The essence of the legal principles above
cited is that compensation for breach of
contract cannot be justly refused because
proof of the exact amount of loss is not
produced, for there is judicial recognition of
the difficulty or even impossibility of the
production of such proof. What the law does
require in cases of this character is that the
evidence shall with a fair degree of
probability establish a basis for the
assessment of damages.75
Id. at 41-42, 383 A.2d at 812.
7~ Massachusetts Bonding & Ins. Co. v. Johnstone & Harder,
Inc., 343 Pa. 270, 279-80, 22 A.2d 709, 714 (1941) (citations
omitted).
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NO. 94-3517 EQUITY TERM
In a breach of covenant action, where the amount of damages
cannot be determined with complete accuracy, a plaintiff can
recover damages "to the extent that the evidence affords a
sufficient basis for estimating their amount in money with
reasonable certainty."76 Sometimes in the case of breach of a
covenant not to compete, "the reasonable certainty required may be
fulfilled by looking to a restitutionary measure of damages.77
Attorney's fees are generally not recoverable in an action for
breach of contract. See Gorzelsky v. Leckey, 402 Pa. Super. 246,
251, 586 A.2d 952, 955 (1991). However, in egregious circumstances
an award of attorney's fees may be sanctioned. Act of July 9,
1976, P.L. 586, S2, 42 Pa. C.S. S2503(7), (9).
Spoiliation doctrine; missinq evidence rule. Under the
spoiliation doctrine, where a party has destroyed evidence relevant
to the dispute being litigated, an inference may be drawn that the
destroyed evidence would have been unfavorable to the position of
the offending party. Schmid v. Milwaukee Electric Tool Corp., 13
F.3d 76, 78 (3d Cir. 1994). Similarly, under the missing evidence
76 Ross v. Houck, 184 Pa. Super. 448, 451-52, 136 A.2d 160,
162 (1957) citation omitted).
77 Ebright v. Shutter, 254 Pa. Super. 509, 515, 386 A.2d 66,
69 (1978).
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NO. 94-3517 EQUITY TERM
rule, "[t]he failure to produce evidence which would properly be
part of the case and which is within the control of a party whose
interest it would naturally serve, militates strongly against such
party and raises in the absence of explanation an inference of fact
that it would be unfavorable to [the producing party]." Piwoz v.
Iannacone, 406 Pa. 588, 596, 178 A.2d 707, 711 (1962).
Application of Law to Facts
In the present case, the covenant not to compete executed by
Defendant Greenfield was incident to an employment relationship
between Plaintiff as employer and Defendant Greenfield as employee.
It was reasonably necessary for the protection of the Plaintiff,
given the competitive nature of this rather unusual industry and
the significant position occupied by Mr. Greenfield. And in view
of the infrequency of contact between water utility service
companies and some of their customers, and the extent of the area
serviced by a field technician in Plaintiff's employ, the court is
not in a position to find the covenant not to complete unreasonable
as to duration or territorial restraint.
The activity of Defendant Greenfield in association with
Defendant Perry has been in the past clearly violative of the terms
of the employment agreement in question. Under these
circumstances, the court is of the view that the covenant is
enforceable prospectively by way of injunction and retrospectively
by way of damages.
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NO. 94-3517 EQUITY TERM
On the subject of damages, and being cognizant of the general
difficulty of assessing losses in cases of this type, the
additional problems created by the intentional destruction of
records by one of the defendants, and the inference that may be
drawn from such conduct, and upon consideration of all the
evidence, the court believes that an award of compensatory damages
in the amount of $30,000.00, with interest at the legal rate from
November 13, 1995, represents a conservative figure in this case.
Reasonable attorney's fees in the amount of $20,000.00, plus costs
of suit, are also deemed appropriate. This award is considerably
less than could be calculated pursuant to a restitutionary measure
of damages based upon compensation paid to Defendant Greenfield by
Plaintiff during the course of Mr. Greenfield's employment.
CONCLUSIONS OF LAW
1. This court has jurisdiction over the parties and subject
matter of this litigation.
2. The covenant not to compete in this case is valid and
enforceable.
3. Prospective injunctive relief and retrospective relief in
the form of damages are appropriate remedies available to
Plaintiff.
4. Reasonable attorney's fees should be awarded to Plaintiff.
DECREE NISI
AND NOW, this 20th day of December, 1996, upon consideration
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NO. 94-3517 EQUITY TERM
of Plaintiff's complaint and of Defendant Greenfield's
counterclaim, following a nonjury trial and for the reasons stated
in the accompanying opinion, the court finds in favor of Plaintiff
and against Defendants on Plaintiff's complaint, and in favor of
Plaintiff and against Defendant on Defendant's counterclaim. It is
further ordered, adjudged and decreed as follows:
1. Prior to June 29, 1998, Defendant Greenfield is
enjoined, either as a principal, disclosed or
undisclosed, on behalf of, or in conjunction with any
other person, firm, partnership, company or corporation,
either as an agent, employee, partner, officer, director,
consultant or in any other capacity, directly or
indirectly, within a territory of 250 miles from 1156
York Road, Mechanicsburg, Pennsylvania, from doing any of
the following:
a. Engaging in the business of
installation, repair, calibration, sales
and/or rentals of water meters of any kind;
b. Soliciting orders or contracts for
the installation, repair, calibration, sales
and/or rentals of water meters of the same or
similar nature provided by Plaintiff; or
c. Soliciting, diverting, taking away or
inducing any of the customers of Plaintiff.
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NO. 94-3517 EQUITY TERM
2. Prior to June, 29, 1998, Defendant Perry is
enjoined from facilitating, aiding or abetting, either
directly or indirectly, personally or by way of any
company, corporation, partnership, association or other
entity in which he has an interest or by whom or which he
is employed or engaged, Defendant Greenfield in any
violation of paragraph 1 of this decree.
3. Defendants, jointly~ and severally, shall pay
damages to Plaintiff in the amount of $30,000.00, with
interest sec. leg. from November 13, 1995, attorney's
fees in the amount of $20,000.00 and costs of suit.
BY THE COURT,
Diane G. Radcliff, Esq.
3448 Trindle Road
Camp Hill, PA 17011
Attorney for Plaintiff
Mary A. Etter Dissinger, Esq.
28 North Thirty-second Street
Camp Hill, PA 17011
Attorney for Defendants
: rc
s/ J. Wesley Oler, Jr.
J. Wesley Oler, Jr., J.
27