HomeMy WebLinkAbout93-0186 Civil ERIE INSURANCE EXCHANGE, : IN THE COURT OF COMMON PLEAS OF
Plaintiff : CUMBERLAND COUNTY, PENNSYLVANIA
:
v. : CIVIL ACTION - LAW
:
KATHY A. EDWARDS, DANNY LEE :
EDWARDS, C.W. FRITZ COMPANy, :
INC. and DONNA M. CHURCH, :
Defendants : NO. 186 CIVIL 1993
IN RE: MOTIONS OF PLAINTIFF ERIE INSURANCE EXCHANGE AND
DE~NDANT C.W. FRITZ COMPANY, INC., FOR POST-TRIAL RELIE~'
BEFORE HOFFER and OLER, JJ.
ORDER OF COURT
AND NOW, this ~day of April, 1994, upon consideration of
the motions of Plaintiff Erie Insurance Exchange and Defendant C.W.
Fritz Company, Inc., for post-trial relief, the motions are DENIED
for the reasons stated in the accompanying Opinion, and the Order
of Court previously entered is made a final Order.
BY THE COURT,
Wesley Ole~ Jr.,- 3.'
Harvey Freedenberg, Esq.
Carol A. Steinour, Esq.
100 Pine Street
P.O. Box 1166
Harrisburg, PA 17108-1166
Attorneys for Plaintiff
Thomas J. Williams, Esq.
William D. Powell, Esq.
Ten East High Street
Carlisle, PA 17013
Attorneys for Defendants Kathy A.
Edwards and Danny Lee Edwards
Pamela S. Parascandola, Esq.
2931 North Front Street
Harrisburg, PA 17110
Attorney for Defendant
C.W. Fritz Company, Inc.
William A. Addams, Esq.
28 South Pitt Street
P.O. Box 208
Carlisle, PA 17013
Attorney for Defendant
Donna M. Church
:rc
ERIE INSURANCE EXCHANGE, : IN THE COURT OF COMMON PLEAS OF
Plaintiff : CUMBERLAND COUNTY, PENNSYLVANIA
v. : CIVIL ACTION - LAW
:
KATHY A. EDWARDS, DANNY LEE :
EDWARDS, C.W. FRITZ COMPANY, :
INC. and DONNA M. CHURCH, :
Defendants : NO. 186 CIVIL 1993
IN RE: MOTIONS OF PLAINTIFF ERIE INSURANCE EXCHANGE AND
DEFENDANT C.W. FRITZ COMPANY, INC., FOR POST-TRIAL RELIEF
BEFORE HOFFER and OLER, JJ.
OPINION and ORDER OF COURT
Oler, J.
This is a declaratory judgment action brought by an automobile
insurance company to determine the absence of liability coverage,
and a duty to defend, with respect to a certain accident involving
one of its insureds. Following a two-day bench trial in December
of 1993, the Court found against the insurance company. Post-trial
motions were filed in opposition to the adjudication and have been
briefed and argued before the Court en banc. For the reasons
stated in this Opinion, the motions will be denied.
Statement of Facts
1
On Saturday, April 22, 1989, at 11:30 p.m., one Danny Lee
Edwards was driving a motor vehicle in the Borough of Carlisle,
Cumberland County, Pennsylvania,2 when he hit a pedestrian.~ At the
~ N.T. Vol. I, at 69-70, Eric Ins. Exchange v. Edwards et
al., 186 Civil 1993 (hereinafter N.T. Vol. , at __).
2 N.T. Vol. I, at 9.
3 N.T. Vol. I, at 9; Plaintiff's Exhibit 3, Erie Ins.
Exchange v. Edwards et al. (hereinafter Plaintiff's Exhibit 3).
No. 186 CIVIL 1993
time, he was visibly intoxicated4 and unfit to drive.5 Chemical
tests of his blood following the accident yielded results of .14%
and .15%, and he was charged by Carlisle police with driving under
the influence.6
Mr. Edwards was an insured under his wife's automobile
insurance policy, issued by Plaintiff Erie.7 He was driving a van
owned by his employer, C.W. Fritz Company, Inc.,8 but was not
engaged in company business at the time of the accident.9
The Erie automobile insurance policy sub judice provided for
liability protection to Mr. Edwards in connection with such an
accident, unless at the time (a) he was operating the vehicle
without the permission of the owner and (b) he was operating the
N.T. vol. I, at 10.
N.T. Vol. II, at 29-30.
N.T. Vol. I, at 14, 105. Mr. Edwards initially denied
being involved in the accident, then admitted it. N.T. Vol. I, at
13. He may also have been charged with hit-and-run. See
Plaintiff's Exhibit 3.
7 This policy was not made an exhibit at trial. However, no
party appears to dispute that a copy of it is appended to
Plaintiff's Complaint as Exhibit B. With respect to Mr. Edwards'
being an insured under the policy, see definitions of "you, .... your"
and "named Insured" on page 4 of the policy. Plaintiff's
Complaint, Exhibit B, at 4. (hereinafter Plaintiff's Complaint,
Exhibit B, at ~).
8 Plaintiff's Exhibit 3.
9 N.T. Vol. I, at 97.
2
No. 186 CIVIL 1993
vehicle without a reasonable belief that he had the permission of
the owner.~° Plaintiff's position that the policy did not cover Mr.
Edwards with respect to this accident was based upon the premise
that he was not driving with the owner's permission and that he did
not reasonably believe he had such permission.
At the commencement of trial, the Court noted that an issue
might exist as to the burden of proof.~ While inclining toward the
belief that Plaintiff insurer bore the burden with respect to what
appeared to be an exclusionary provision in the policy, the Court
advised both sides to proceed as though they had the burden.~2
Plaintiff presented its witnesses first.TM
At trial, Plaintiff established that an employee handbook of
C.W. Fritz Company, Inc., included these provisions:
ALCOHOL/DRUGS ON THE JOB
The use of any non-prescription drug, or
alcoholic beverages during working hours or on
~0 The policy provided, in part, under "Non-Owned Autos We
Insure," within a section headed "Autos We Insure," as follows:
We insure for Liability Protection while you
are using it, any auto or trailer not owned by
you . Your operation or other use must be
with [~ permission of the owner or you must
reasonably believe you have permission ....
Plaintiff's Complaint, Exhibit B, at 5 (bold in original).
N.T. Vol. I, at 7.
N.T. Vol. I, at 7.
N.T. Vol. I, at 7-8.
3
No. 186 CIVIL 1993
Company premises at any time, is strictly
prohibited. Any employee found to be under
the influence of alcohol or illegally obtained
drugs while on the job, or while operating a
Company owned vehicle will be terminated.
Due to insurance regulations no alcoholic
beverages will be supplied by the Company for
any Company sponsored function.
COMPANY OWNED VEHICLES
· .. Vehicles may only be used for
transportation to work related duties. They
are not to be used for personal errands .... ~4
Plaintiff also established that following the accident Mr.
Edwards had told his employer that he should not have been driving
the van at the time of the accident,~s had signed a statement for
the employer's insurance company that he did not have permission to
drive the van,~6 and had given deposition testimony that he
understood as of the time of the accident that he was not to drive
a Fritz vehicle while under the influence of alcohol.~7
Mr. Edwards, who was initially called as a witness for the
Plaintiff,~8 testified that in speaking with his employer and his
employer's insurance carrier following the accident he was
Plaintiff's Exhibit 2, at 8-9.
N.T. Vol. I, at 47.
Plaintiff's Exhibit 3; N.T. Vol. II, at 109.
N.T. Vol. II, at 14.
N.T. Vol. I, at 67-113, Vol. II, at 3-19.
4
No. 186 CIVIL 1993
motivated in his remarks by a desire to retain his employment.~9
He also testified that his answers to the carrier and in deposition
testimony with respect to his right to use the vehicle were based
on the policy set forth in the handbook,2° as opposed to the
company's actual practice.2~
With respect to the company's actual practice as to vehicles
which it owned, and with respect to its entrustment of a vehicle to
Mr. Edwards in particular, considerable evidence was presented.
Mr. Edwards, as Plaintiff's witness, testified that he was employed
as a plumber for the Fritz company from 1985 through 1989,22 that
in 1989 he was given a Fritz Chevrolet van to drive home on the
evenings and on weekends,23 that he was involved in an accident
while using the van on the evening of April 22, 1989,24 and that he
had been sued as a result of the accident.2s He stated that he was
aware of the written policies of the employee handbook regarding
alcohol and vehicles.26
N.T. Vol. II, at 51.
N.T. Vol. II, at 50.
N.T. Vol. II, at 50.
N.T. Vol. I, at 67.
N.T. Vol. I, at 68.
N.T. Vol. I, at 69.
N.T. Vol. I, at 69.
N.T. Vol. I, at 71.
5
No. 186 CIVIL 1993
He testified that notwithstanding the provisions of the
handbook he was told by his immediate supervisor and by the company
vice-president that he should use his own judgment with regard to
personal use of the vehicle entrusted to him.27 He stated that he
was given to understand that such use was within his discretion.28
He said that when he drove on April 22 he did not believe he was
intoxicated.29 When asked by Plaintiff's counsel whether he was
aware that on occasion there was consumption of alcohol on company
.... 30 and he stated that employees were in
premises, he replied, Yes,
fact getting drunk.3~
He testified that in 1988, prior to the accident in question,
he himself had been charged with driving under the influence.32
This charge, according to his testimony, had resulted in his
· 33
placement in an A R.D. program, a 30-day suspension of his
license,34 and the presence of a Guardian Interlock device in his
N.T. Vol. I, at 73-74.
N.T. Vol. I, at 74.
N.T. Vol. I, at 102.
30 N.T. Vol. I, at 80.
N.T. Vol. I, at 80.
N.T. Vol. I, at 88.
N.T. Vol. I, at 88.
N.T. Vol. I, at 90.
6
No. 186 CIVIL 1993
personal vehicle at the time of the 1989 accident.3s An attempt by
his employer to prevent such consequences of the earlier incident
by retaining an attorney for him had been unsuccessful.36
Mr. Edwards testified that at the time of the 1989 accident
his wife's car had broken down in Carlisle.37 He stated that around
11:00 p.m. on that day he left home in the Fritz van with the
intention of repairing the car;38 he chose the van for the ten-
minute ride to Carlisle, he said, because his tools and equipment
were kept in it39 and because operation of his personal vehicle
might have been frustrated by the Interlock's detection of alcohol
on his breath.4° If the repair proved a success, it was his plan
to return home with his wife's car, leaving the van in town
overnight, he said.4~ Allowing a company vehicle to remain in town
overnight was a practice, according to his testimony, which he and
others had engaged in "more than once.''42
35 N.T. Vol. I, at 89.
36 N.T. Vol. I, at 43-45 (testimony of another witness called
by Plaintiff).
N.T. Vol. I, at 92, 94, 97.
N.T. Vol. I, at 97.
N.T. Vol. I, at 101.
N.T. Vol. I, at 102.
N.T. Vol. I, at 98.
N.T. Vol. I, at 99.
7
No. 186 CIVIL 1993
A second witness presented by Plaintiff, John R. Russell,
formerly vice-president of C.W. Fritz Company, Inc.,43 testified
that, notwithstanding the policy of the handbook against personal
use of company vehicles by employees, "enforcement of that policy
was very lax, and the company was very liberal in the use of the
vehicles.''44 He testified further:
If your car was tied up, your vehicle was tied
up or something like that, they really didn't
draw a fine line on that.4s
Mr. Russell engaged in the following colloquy on cross-
examination on the subject of drinking and operation of company
vehicles:
Q Mr. Edwards had a company van that he
used and he took home and kept with him and
everybody knew that. Right?
A Yes, sir.
Q And sometimes after work, somebody
would bring a case of beer in, and everybody
would sit around and drink a little and
socialize; isn't that right?
A That's correct ....
Q And everybody else would drive home in
their company vehicles?
A That's right.46
N.T. Vol. I, at 15.
N.T. Vol. I, at 26.
N.T. Vol. I, at 26.
N.T. Vol. I, at 23-24.
8
No. 186 CIVIL 1993
Mr. Russell was asked whether Fritz employees would sometimes
go out to a bar after work. This colloquy ensued:
A Yes, they would.
Q Have a couple drinks.
A Yes.
Q And then drive the company cars.
A Whatever vehicles that might be
involved.
Q And Mr. Edwards was part of that?
A On occasion.
Q And he would be driving a company van?
A On occasion.
Q Go to a bar with you and some other
employees?
A Yes.
Q Have a couple drinks; is that right,
sir?
A That's correct.
Q ... There was no prohibition about
that, ... was there, sir?
A No. No. 47
Plaintiff also called Robert K. Fritz, formerly a minority
48
shareholder in C.W. Fritz Company, Inc., a business owned
47 N.T. Vol. I, at 24-25.
48 N.T. Vol. I, at 33.
9
No. 186 CIVIL 1993
primarily by his father.49 Mr. Fritz testified, inter alia, that
supervisors normally granted requests by nonmanagement employees to
use company vehicles for personal purposes,so that where great
distances were involved the employees would be expected to pay for
gasoline,s~ that when the company attempted to stop drinking by
employees on the premises it began getting reports that company
vehicles were being seen at local drinking establishments,52 and
that personal efforts by him to catch the drivers of such vehicles
in the act failed,s3 He denied that there was any "fundamental"
difference between actual company practice in regard to vehicles
entrusted to employees and handbook policy,s4 With specific
reference to the 1989 accident of Mr. Edwards while driving a
company van on a personal errand after consuming alcohol, he
testified that Mr. Edwards was not charged with unauthorized use,ss
and indicated that he would not necessarily even have been
dismissed had his blood alcohol level not been over the legal
N.T. Vol. I, at 32.
50 N.T. Vol. I, at 37.
N.T. Vol. I, at 37.
N.T. Vol. I, at 38.
N.T. Vol. I, at 39.
N.T. Vol. I, at 58.
N.T. Vol. I, at 66.
10
No. 186 CIVIL 1993
limit.56
On behalf of Defendant Danny Lee Edwards, Mr. Edwards himself
testified that on April 22, 1989, he was living with his wife and
two children in the vicinity of Carlisle,57 that his personal hand
tools were kept in the van which the company entrusted to him,58
that he was the only person who used the van,TM and that he was at
that time already under "A.R.D. probation" as a result of a prior
driving under the influence arrest.68 He acknowledged, in
retrospect, that he had a drinking problem in 1989.~
The chain of command above him, according to Mr. Edwards, was
Jim Berry (immediate supervisor), Mr. Russell (vice-president), and
Mr. Fritz (co-owner).62 He said that he was told by both Mr. Berry
and Mr. Russell "that as far as my use of the vehicle, if I needed
to use it, to use my own judgment; and that I would be able to use
it for such items as errands that needed to be taken care of if I
56 N.T. Vol. I, at 65-66. In such an event, Mr. Fritz stated,
"[W]e may have had some area for discussion."
N.T. Vol. II, at 40.
N.T. Vol. II, at 41.
N.T. Vol. II, at 42.
N.T. Vol. II, at 44.
N.T. Vol. II, at 53-54.
N.T. Vol. II, at 46-47.
11
No. 186 CIVIL 1993
needed it.''~3 When questioned about employee drinking and driving,
he engaged in the following exchange:
Q Mr. Edwards, did you drink at work
with other employees of the Fritz Company at
the place of employment?
A At the place of employment, yes.
Q This would be after the work was over
for the day?
A Yes.
Q Tell the Court about that.
A Numerous times -- I can recall two or
three times a week we would run out and pick
up a case of beer and be four or five of us
sitting around after work, and we'd drink.
And a couple times a fellow would be sent off
to get a second case of beer. And some
fellows would stay for one or two, maybe three
and they would leave, they had things to do.
Others of us, we just sat there and
socialized. Some nights never left the office
until 9:30, 10:00 at night.
Q Among those people that stayed there
and drank beer with you, would that include
Mr. Russell?
A Yes, it did.
Q And Mr. Berry?
A Yes, it did.
Q Were there times when you stopped
somewhere to drink off the company premises
with other employees of C.W. Fritz?
~3 N.T. Vol. II, at 49.
12
No. 186 CIVIL 1993
A There was times that we would leave
from the office at 9 and 10:00 at night and go
to a bar after that, yes.
Q And what vehicle were you driving?
A My company van.
Q And what vehicle were they driving,
vehicles?
A Their company vehicles.64
With respect to his statements to a representative of his
employer's insurance company following the accident, Mr. Edwards
noted that he did not write the document that he signed,6s and he
said that the document consisted of answers he gave to oral
questions that specifically related to what the handbook said.~6
The questions are not recorded in the document.~7
James B. Berry also testified on behalf of Mr. Edwards.68 He
stated that he worked for the Fritz Company from 1975 or 1976 until
1990,~9 and that Mr. Edwards was under his supervision.7° With
respect to the extent of authorization for use of the van which was
64 N.T. Vol. II, at 54-55. He also testified that drinking
on the premises stopped "for a while" in 1988 after a crackdown.
N.T. Vol. II, at 66.
N.T. Vol. II, at 74.
N.T. Vol. II, at 73.
N.T. Vol. II, at 77-91.
N.T. Vol. II, at 90.
70 N.T. Vol. II, at 77.
13
No. 186 CIVIL 1993
entrusted to Mr. Edwards, he testified as follows:
There was no verbal agreement of any
special use of it. The company handbook
stated, as you know, no personal use and
things. The company was very lax on, as to
how that was handled. Guys would borrow
vehicles to haul things from time to time or
if they were at home and their car was parked
in they might take the truck and go to the
store. Things of that nature. The handbook
was distributed to everybody, and everybody
signed for the handbook that they read the
book and understood it. But there was never
anything that said that you can just use it
for whatever you wanted to use it. Nobody
came out and stated that, but there were cases
where the people used the vehicle and there
was no reprimand - nobody was reprimanded for
using the vehicle for a private-use type of
situation.
Q Were people like Mr. Edwards expected
to use their judgment in the personal use of
the company vehicle?
A If they would use it, I would say so,
yes ....
Q Would he be permitted to run it for an
errand, such as from his house to a parking
lot to get his car repaired?
A I would say so, yes.TM
Mr. Berry testified that employee use of company vehicles for
personal errands was a matter of common knowledge and that
management was aware of the practice.TM On the subject of employee
drinking and driving, he engaged in the following exchange:
7~ N.T. Vol. II, at 77-78.
72 N.T. Vol. II, at 79-80.
14
No. 186 CIVIL 1993
Q And the handbook also says that you
can't have a drink ... and drive a company
vehicle. You're aware of that in the company
handbook?
A That is correct.
Q And as far as the actual practice,
what was it?
A Ever since I was employed at C.W.
Fritz company, everybody drank. We worked
hard. We worked late sometimes, and we'd
drink some beers after work. It was just -- it
was - we all did it. It's 15 years,
approximately, that I was with the company
that we drank. It curtailed after Mr.
Edward[s'] accident, greatly. But before that
it was pretty much free running.
Q And the people that you're referring
to would all have company vehicles or the bulk
of them?
A I'd say 80 percent.TM
Notwithstanding his awareness that Mr. Edwards was driving the
company van after drinking, and notwithstanding Mr. Edwards' use of
the van for personal errands, Mr. Berry testified, he did not
reprimand him.TM His position, according to Mr. Berry, carried with
it the authority to issue reprimands to employees in Mr. Edwards'
capacity.7s
Two witnesses were called on behalf of C.W. Fritz Company,
Inc., which was a named defendant in the present declaratory
N.T. Vol. II, at 80.
N.T. Vol. II, at 81-82.
N.T. Vol. II, at 82.
15
No. 186 CIVIL 1993
judgment action.TM Mr. Fritz, testifying in rebuttal,77 denied that
drinking occurred on the premises, or that company vans were
reported at bars, following the termination of Mr. Russell's
employment with the company about ten or eleven months prior to the
1989 accident.TM He also testified that his conversation following
the accident with Mr. Edwards was very short, "five minutes tops.-79
Susan J. Feliciano testified that she was employed by P.M.A.
Insurance Company in May of 1989,80 that in the course of her
employment she investigated the accident involving Mr. Edwards,8~
that she obtained a written statement from Mr. Edwards,82 and that
the purpose of obtaining the statement "was to find out what
happened the night of the accident from him.-83 She said that Mr.
Edwards did most of the talking during the interview, and that she
wrote his words down one sentence at a time, confirmed the
76 N.T. Vol. II, at 92-113. The other named defendants are
Kathy and Danny Lee Edwards, and Donna M. Church, the injured
pedestrian. Ms. Church presented no witnesses N.T Vol. II, at
91. ' '
N.T. Vol. II, at 91.
N.T. Vol. II, at 92.
N.T. Vol. II, at 94.
N.T. Vol. II, at 96.
N.T. Vol. II, at 96.
N.T. Vol. II, at 96.
N.T. Vol. II, at 96.
16
No. 186 CIVIL 1993
sentence, and then went on to the next sentence.84 She testified
that the handbook was discussed -briefly,.Ss but said that Mr.
Edwards never made "any distinction ... as to whether [his
statement] was being given based upon an understanding of the
handbook or any other understanding..86
On cross-examination, Ms. Feliciano agreed that "coverage
issues were in [her] mind" when she interviewed Mr. Edwards,87 and
that these related to whether his use of the vehicle was
permissive.88 With regard to the handbook, this exchange occurred:
Q ... Did you ask him what the policy of
the Fritz Company was with regard to the
personal use of company vehicles?
A I don't know - we discussed the
handbook. I don't know if I recall
specifically asking him the words you used.
Q Well, what do you specifically recall
asking him regarding the use of the vehicles
if you asked him anything? '
A I asked him if he was aware of the
handbook, and what it contained regarding the
use of company vehicles.89
Questions on cross-examination of Ms. Feliciano as to the
N.T. Vol. II, at 100.
N.T. Vol. II, at 102.
N.T. Vol. II, at 104.
N.T. Vol. II, at 109.
N.T. Vol. II, at 109.
N.T. Vol. II, at 107.
17
No. 186 CIVIL 1993
interest of her employer in the accident in question were
strenuously objected to by counsel for C.W. Fritz Company, Inc.,
who had called her.9° The Court, observing that it did not "know
how P.M.A. even fits into this case," and noting the relevance of
evidence as to possible motive or bias on the part of the witness
by virtue of her employer's interest, permitted elicitation of
testimony that P.M.A., as insurer of C.W. Fritz Company, Inc.,
would be the primary carrier for this accident, that it was denying
coverage, and that she so informed Mr. Edwards after conducting the
interview.9~ '
At the conclusion of the trial, the Court issued this Order:
AND NOW, this 16th day of December, 1993,
upon consideration of the Plaintiff's
complaint for declaratory judgment, and
following a non-jury trial, the Court finds
that Danny Lee Edwards was driving with the
permission of the owner and reasonably
believed that he had the permission of the
owner92 at the time of the accident on April
22, 1989. Accordingly, the Court finds
against Plaintiff, Erie Insurance Exchange,
and DECLARES that coverage under the policy
for Mr. Edwards with respect to the accident
is not excluded by the policy's provision
respecting non-owned vehicles driven without
the permission of the owner and without a
90 N.T. Vol. II, at N.T. Vol. I, at 109.
9~ N.T. Vol. II, at 109-12. The questions were also supported
as to relevancy by the fact that an issue as to when Mr. Edwards
became aware that insurance coverage was being denied was earlier
raised by Plaintiff's counsel. N.T. Vol. II, at 68-69.
92 Counsel for C.W. Fritz Company, Inc., had requested
specific findings on these points. N.T. Vol. II, at 113.
18
No. 186 CIVIL 1993
reasonable belief in such permission.93
Motions for post-trial relief were filed on behalf of
Plaintiff Erie Insurance Exchange and Defendant C.W. Fritz Company,
Inc. In its brief on the post-trial motion, Plaintiff Erie argues
that the Court's decision was "not adequately supported by the
evidence"94 and, further, that the Court committed reversible error
"in finding that Erie had the burden of proof-;9s the latter issue,
however, does not appear in its post-trial motion. In its brief,
Defendant Fritz argues that the Court "failed to properly apply the
law, which requires mutual consent in order to find permission, to
the clear and convincing evidence,', and committed reversible error
"in permitting irrelevant and prejudicial testimony as to the
liability coverage of Defendant C.W. Fritz.,,~
Statement of Law
Several rules of court and principles of law are of assistance
in resolving the motions for post-trial relief at issue herein.
First, the doctrine of waiver applies to issues briefed but not
93 The date of the Order is erroneously stated therein as
December 16, 1993. It was issued at the conclusion of the trial
on December 17, 1993. ,
94 Brief of Plaintiff Erie Insurance Exchange in Support of
Post-trial Motions, at 9.
95 Brief of Plaintiff Erie Insurance Exchange in Support of
Post-trial Motions, at 21.
96 Brief of Defendant, C.W. Fritz Company, Inc. in Support of
Motion For Post-trial Relief, at 17.
19
No. 186 CIVIL 1993
raised in a post-trial motion, as well as issues raised but not
briefed. Pa. R.C.P. 227.1(b)(2); C.C.R.C. 210-7; see 1 Goodrich
Amram 2d ~227.1(b):5 (1991).
Second, when "findings of fact [by a trial judge] are clearly
or manifestly erroneous or were arbitrarily made or if the record
indicates that the trial judge failed to comprehend and understand
the evidence, such findings of fact may be overruled." Williams v.
H.E. Stoudt & Son, Inc., 404 Pa. 377, 379, 172 A.2d 278, 279
(1961). On the other hand, it has been said that "the findings of
a trial judge sitting without a jury carry the same weight as a
jury verdict." Denby v. North Side Carpet Cleaning Co., 257 Pa.
Super. 73, 79, 390 A.2d 252, 253 (1978).
Third, "lilt is ... well established ... that the weight and
credibility to be accorded evidence is up to the factfinder to
determine." Collincini v. Honeywell, Inc., 411 Pa. Super. 166,
172-73, 601 A.2d 292, 295 (1991), appeal denied, 530 Pa. 651, 608
A.2d 27 (1992), cert. denied, U.S.. , 113 S. Ct. 199, 121L.
Ed. 2d 141 (1992). In addition, a "trier of fact, while passing
upon the credibility of witnesses, is free to believe all, part, or
none of the evidence." Hill v. Reynolds, 384 Pa. Super. 34, 45,
557 A.2d 759, 765 (1989); see Miller v. C.P. Centers, Inc., 334 Pa.
Super. 623, 483 A.2d 912 (1984).
Fourth, in the context of insurance law, questions regarding
permission to drive another's vehicle and one's reasonable belief
20
No. 186 CIVIL 1993
in such permission are generally matters for the trier of fact.
See, e.g., State Farm Mutual Automobile Insurance Co. v. Moore, 375
Pa. Super. 470, 544 A.2d 1017 (1988) (issue of unlicensed driver's
reasonable belief in permission to drive held to be jury question),
appeal denied, 521 Pa. 622, 557 A.2d 725 (1989).
Fifth, "'[i]t is a cardinal principle of insurance law that a
policy or contract of insurance is to be construed liberally in
favor of the insured and strictly against the insurer.'" Romanski
v. Prudential Property and Casualty Co., 356 Pa. Super. 243, 250,
514 A.2d 592, 596 (1986), quoting Knauber v. Continental Insurance
Companies, 291 Pa. Super. 57, 59, 435 A.2d 217, 218 (1981). Where
a policy provision relates to the extension of coverage, a "broad
and liberal view is to be taken of coverage, whereas if the clause
in question is one of exclusion and exception, designed to limit
protection, a strict interpretation is in order." Chicago
Insurance Co. v. Security Insurance Company of Hartford, 111 N.J.
Super. 291, 268 A.2d 296, 298 (1970).
The rule of construction in favor of the insured and against
the insurer has been applied to clauses in automobile insurance
policies premising coverage upon one's entitlement to drive
another's vehicle. State Farm Mutual Automobile Insurance Co. v.
Moore, 375 Pa. Super. 470, 544 A.2d 1017 (1988), appeal denied, 521
Pa. 622, 557 A.2d 725 (1989).
Sixth, in this context permission to drive one's vehicle may
21
No. 186 CIVIL 1993
be express or implied. Aetna Casualty & Surety Co. v. Nationwide
Mutual Insurance Co., 734 F. Supp. 204 (W.D. Pa. 1989). "The
necessary permission may be in the form of express or implied
affirmative consent or it may result by implication from the
relationship of the parties or a course of conduct in which the
parties have mutually acquiesced.,. Snyder v. Carlson, 135 Pa.
Super. 390, 392, 5 A.2d 588, 589 (1939).
"The word 'permission' has a negative rather than an
affirmative implication; that is, a permitted act may be one not
specifically prohibited as contrasted to an act affirmatively and
specifically authorized." Brower v. Employers' Liability Assurance
Co., 318 Pa. 440, 446, 177 A. 826, 829 (1935). Slight deviations
from the terms of permission as expressly granted will not defeat
coverage. Freshkorn v. Marietta, 345 Pa. 416, 29 A.2d 15 (1942);
see Miller v. U.S.F. & G. Co., 28 D. & C.3d 389 (Adams Co. 1983).
In the area of implied permission, a "crucial factor" is the
existence of a connection between the vehicle owner and the
permittee. Insurance Co. of North America v. State Farm Mutual
Insurance Co., 266 Pa. Super. 197, 200, 403 A.2d 611, 612.
Even an explicit direction of an owner not to use a vehicle
has been found in certain circumstances not to be dispositive of
the issue of a driver's reasonable belief in the existence of
permission. See, e.g., General Accident Ins. Co. v. Eyer, 40
Cumberland L.J. 450, 7 D. & C.4th 566 (1990) (Hess, J.).
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No. 186 CIVIL 1993
Seventh, there is a recognition in Pennsylvania that liability
coverage in automobile insurance policies protects not only the
insured parties but the general public as well. Thus, the Motor
Vehicle Responsibility Law contains a provision that "[i]nsurance
benefits may not be denied solely because the driver of the insured
motor vehicle is determined to be under the influence of drugs or
intoxicating beverages at the time of the accident for which
benefits are sought.-97 Contractual attempts to exclude liability
coverage based on a driver's intoxication have met judicial
resistance on public policy grounds. See, e.g., Donegal Mutual
Insurance Co. v. Long, 387 Pa. Super. 574, 564 A.2d 937 (1989)
(exclusion of liability coverage for intoxicated lessee of lessor's
insured vehicle held contrary to public policy), aff'd on other
grounds, 528 Pa. 295, 597 A.2d 1124 (1991).9a
Eighth, "[u]nder Pennsylvania law, an insurer must bear the
burden of proof that an exclusion applies." Keystone Automated
Equipment Co., Inc. v. Reliance Insurance Co., 369 Pa. Super. 472,
477, 535 A.2d 648, 650, appeal denied, 519 Pa. 654, 546 A.2d 59
(1988). Clauses in automobile insurance policies which predicate
97 Act of March 27, 1986 P.L. 71, ~1 75 Pa. C.S ~1724(a)
(1993 Supp.). ' ' ·
98 Cf. Chicago Ins. Co. v. Security Ins. Co. of Hartford, 111
N.J. Super. 291, 268 A.2d 296 (1970) (rule of broad construction of
omnibus clauses in automobile insurance policies to effect
protection of innocent victims); State Farm Mutual Automobile Ins.
Co. v. Allstate Ins. Co., 154 W. Va. 448, 175 S.E.2d 478 (1970).
23
No. 186 CIVIL 1993
liability coverage upon consent or reasonable belief in consent of
an owner to the operation of a vehicle are sometimes referred to as
exclusionary. See, e.g., Miller v. U.S.F. & G. Co., 28 D. & C.3d
389 (1983). In addition, in the case of an employee's operation of
a vehicle entrusted to him by his employer a presumption has been
applied that the employee was acting rightfully rather than
wrongfully at the time and place of an accident. Cherry v.
Mitosky, 353 Pa. 401, 45 A.2d 23 (1946) (presumption of permissive
use held not overcome). On the other hand, some cases have imposed
the burden of proof in permissive use cases upon a plaintiff
claiming the existence of coverage. See, e.g., Volk v. Cacchione,
395 Pa. 636, 150 A.2d 849 (1959).
Ninth, in insurance law "It]he duty to defend is a distinct
obligation, separate and apart from the insurer's duty to provide
coverage .... [T]he obligation to defend arises whenever the
complaint filed by the injured party may potentially come within
the coverage of the policy." Britamco Underwriters, Inc. v.
Weiner, Pa. Super. , , 636 A.2d 649, 651 (1994).
Finally, "[t]he modern system of [e]vidence rests upon two
axioms: ... (1) n]one but facts having rational probative value are
admissible ... [and (2) a]ll facts having rational probative value
are admissible, unless some specific rule forbids." 1 Wigmore,
Evidence §~9-10, at 289-93 (3d ed. 1940). A fact having rational
probative value is one which "reasonably tend[s] to prove or
24
No. 186 CIVIL 1993
disprove a fact in issue or a fact relevant to the issue .... -
Jenkins, Pennsylvania Trial Evidence Handbook ~4.1, at 71-72
(1974). Stated concisely, "[e]vidence which tends to establish
some fact material to the case, or which tends to make a fact at
issue more or less probable, is relevant." Commonwealth v. Scott,
480 Pa. 50, 54, 389 A.2d 79, 82 (1978), appeal after remand, 496
Pa. 188, 436 A.2d 607 (1981); see Packel & Poulin, Pennsylvania
Evidence ~401 (1987).
A "witness may be cross-examined about matters that tend to
impeach or reflect on his credibility... Id., ~611.2, at 465. "It
is always the right of a party against whom a witness is called to
show by cross-examination that the witness has an interest direct
or collateral in the outcome of the trial." Jenkins, Pennsylvania
Trial Evidence ~17.4 (1988 Supp.), citing Commonwealth v. Ervin,
262 Pa. Super. 322, 396 A.2d 776 (1978). "Employment by an
insurance carrier is a factor indicating interest .... - Id.,
citing McGowan v. Devonshire Hall Apts., 278 Pa. Super. 229, 420
A.2d 514 (1980).
Although references to insurance have a potential for
prejudice in certain cases, "it now appears to be well accepted
that references to insurance may be admissible when relevant for
some purpose." Packel & Poulin, Pennsylvania Evidence §411, at
206-07 (1987).
The most commonly occurring situation is
cross-examination or the offering of evidence
25
No. 186 CIVIL 1993
to prove bias, interest, or corrupt motive of
a witness, usually an insurance investigator.
In Fleischman v. Reading, [388 Pa. 183, 130
A.2d 429 (1957),] a similar result was reached
even though the insurance investigator did not
~estify. In that case, defendant attempted to
impeach plaintiff during cross-examination by
offering plaintiff's signed statement.
Plaintiff admitted that he had signed the
statement but offered, apparently as part of
his explanation for its inconsistence with his
testimony, that the statement had been taken
by an insurance investigator. The Supreme
Court held that this testimony was admissible.
Id., at 207. "In cases where insurance coverage is relevant and
where the evidence is not offered against a defendant charged with
negligence or a related ground for liability, the rule [restricting
references to insurance] should not be applicable at al/." Id.
(emphasis added).
Application of Law to Facts
A number of factors militate against granting the motions for
post-trial relief filed by Plaintiff Erie Insurance Exchange and
Defendant C.W. Fritz Company. Inc. First, on the issues of
permissive use and reasonable belief in permissive use of the Fritz
vehicle by Defendant Danny Lee Edwards, the evidence, although not
entirely favorable to any side, tended to show an entrustment of a
vehicle to an employee who was already in a court-ordered program
as a result of a driving under the influence charge, in
circumstances including an instruction that he use his own judgment
with respect to its personal use and a history of disregard of
handbook policy proscribing personal use of a company vehicle and
26
No. 186 CIVIL 1993
drinking. In light of the foregoing principles of law and the
facts as recited above in detail, it is not believed that the
Court's findings that Mr. Edwards was driving with the permission
of the owner and with a reasonable belief in such permission were
beyond the purview of the authority of the trier-of-fact, nor is it
believed that the conclusion that the insurance policy in question
provided liability coverage as to the accident was unwarranted as
a matter of law.
Second, the contention of Plaintiff Erie that the Court
committed reversible error in placing the burden of proof upon
Plaintiff has been waived and is, in any event, factually
incorrect; the contention was not contained in Plaintiff's motion
for post-trial relief, and at trial the parties were advised to
proceed as if each had the burden of proof. In addition, although
it may be debatable upon which party the burden of proof properly
lies in such cases, this was not a case which was resolved by the
fact-finder on the basis of the burden of proof or on whose behalf
a given witness testified.
Third, the contention of Defendant C.W. Fritz that the Court
committed reversible error in permitting testimony on cross-
examination of an insurance company's investigator as to her
company's interest in the accident is similarly unavailing. The
testimony was relevant to the investigator's own interest, not only
as a witness at trial but also as the reporter of the interview of
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No. 186 CIVIL 1993
Mr. Edwards. In this non-jury trial in which a recovery against
Mr. Edwards by the party injured in the accident was not at issue,
it is not believed that the information objected to should have
been excluded on grounds of undue prejudice.
For these reasons, the following Order will be entered:
QRDER OF COURT
AND NOW, this Z~day of April, 1994, upon consideration of
the motions of Plaintiff Erie Insurance Exchange and Defendant C.W.
Fritz Company, Inc., for post-trial relief, the motions are DENIED
for the reasons stated in the accompanying Opinion, and the Order
of Court previously entered is made a final Order.
BY THE COURT,
~.s/ J. Wesley Oler, Jr.
Wesley Oler, Jr., J.
Harvey Freedenberg, Esq.
Carol A. Steinour, Esq.
100 Pine Street
P.O. Box 1166
Harrisburg, PA 17108-1166
Attorneys for Plaintiff
Thomas j. Williams, Esq.
William D. Powell, Esq.
Ten East High Street
Carlisle, PA 17013
Attorneys for Defendants Kathy A.
Edwards and Danny Lee Edwards
Pamela S. Parascandola, Esq.
2931 North Front Street
Harrisburg, PA 17110
Attorney for Defendant
C.W. Fritz Company, Inc.
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No. 186 CIVIL 1993
William A. Addams, Esq.
28 South Pitt Street
P.O. Box 208
Carlisle, PA 17013
Attorney for Defendant
Donna M. Church
29