HomeMy WebLinkAbout01-6500 EQUITYMASON-NORTON
COMPANY, INC.,
Plaintiff
Vo
SCOTT W. THUMMA,
Defendant
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION - EQUITY
NO. 01-6500 EQUITY TERM
IN RE: PLAINTIFF'S MOTION FOR PRELIMINARY INJUNCTION
BEFORE OLER, J.
OPINION and PRELIMINARY INJUNCTION
OLER, J., January 11, 2002.
This equity case arises out of an alleged breach by an employee of a
covenant not to compete incident to his employment. For disposition at this time
is a motion for a preliminary injunction filed by the employer, seeking preliminary
enforcement of the covenant.
A hearing on the motion was held on December 27, 2001. For the reasons
stated in this Opinion, the motion for a preliminary injunction will be granted.
STATEMENT OF FACTS
The evidence presented at the hearing on Plaintiff's motion demonstrated
the probability that Plaintiff will be able to establish the following facts at trial:
Plaintiff is Mason-Norton Company, Inc., an "S" corporation solely owned
by George O. Preble, its president, and having its principal place of business at
310 South Tenth Street, Lemoyne, Cumberland County, Pennsylvania. Defendant
is Scott W. Thumma, an adult individual residing at 509 Fifth Street, New
Cumberland, Cumberland County, Pennsylvania.
Plaintiff is in the business of selling commercial building products (e.g.,
windows, partitions and bathroom accessories) to contractors. The contractors, in
mm, utilize the products in their construction projects. Plaintiff's sales to the
contractors are generally on the basis of competitive bidding against other
companies in the same business.
Prior to 1992, the Mason-Norton Company was a parmership comprised of
George O. Preble and his father, Herbert N. Preble; it became a sole
proprietorship, owned and operated by George O. Preble, in 1992, and an "S"
corporation, owned and operated by him, in 1998. Defendant joined the company
as a salesperson on October 11, 1984.~ Incident to his employment, he executed
the following covenant not to compete:
As a condition of my employment with Mason-Norton
Company, I hereby agree that, if for any reason I must seek
employment elsewhere, that for a period of 5 years following
the termination of my employment with Mason-Norton
Company, I will not work for any other company, individual or
myself in competition with the Mason-Norton Company or
Herbert N. Preble, throughout the Commonwealth of
Pennsylvania)
Defendant left his employment with the company in 1988, and for about a
year was employed as a seller of computer business forms. On September 20,
1989, he was rehired by the company. Again, incident to his employment he
executed the following covenant not to compete:
As a condition of my employment with Mason-Norton
Company, I hereby agree that, if for any reason I must seek
employment elsewhere, that for a period of 5 years following
the termination of my employment with Mason-Norton
Company, I will not work for any other company, individual or
myself in competition with the Mason-Norton Company or
Herbert N. Preble, throughout the Commonwealth of
Permsylvania.3
On May 31, 2001, Defendant voluntarily resigned from his position with
Plaintiff as sales manager following an argument with its president, George O.
Preble. An attempt by Mr. Preble to reestablish contact with Defendant after the
argument was unsuccessful.
~ Plaintiff's Exhibit 1, Hearing, December 27,
subsequently promoted to sales manager.
: Plaintiff's Exhibit 2.
Plaintiff's Exhibit 4.
2001 (hereinafter Plaintiff's Exhibit
~. He was
2
Since June 15, 2001, Defendant has been employed by a competitor of
Plaintiff, Hostetter Supply Company, Inc., primarily as a sales person, at an annual
salary of $55,000.00 plus a bonus. The principal place of business of Hostetter
Supply Company, Inc., is in York, York County, Pennsylvania, about 15 miles in
distance from Plaintiff' s principal place of business.
The geographic area in which Plaintiff does business is primarily
Pennsylvania and secondarily Maryland, New Jersey, New York, West Virginia
and Delaware. The geographic area in which Defendant's present employer
primarily does business is central Pennsylvania. According to testimony of
Plaintiff's president, the average duration of Plaintiff's static relationship with
contractors is five years.
Plaintiff currently has sixteen employees, of whom only one is in sales. Its
gross annual revenues total about $5,000,000.00. However, the net revenues of
the company are modest.4 During his employment with Plaintiff, Defendant
acquired special knowledge about Plaintiff's pricing structures and profit margins.
The business in which Plaintiff and Defendant's present employer engage is
highly specialized and highly competitive.
The evidence supported the proposition that the restrictive covenant sub
judice was appropriate to Plaintiff's reasonable business needs in terms of
proscribed activity and geographic area, although the temporal extent of the
restriction was, in the court's view, somewhat excessive. In the latter respect,
however, the evidence more than supported the proposition that a period of at least
a year was reasonable.
DISCUSSION
Statement oflarv. Several principles of law are of importance in the present
context. First, with respect to preliminary injunctions, the standard has been stated
as follows:
4 According to Plaintiff's president, "[s]ometimes the state makes more money in sales tax than
we do."
3
Three criteria have been established for the granting of a
preliminary injunction .... They are: (1) the preliminary
injunction must be necessary to prevent immediate and
irreparable harm which could not be compensated for by
damages; (2) greater injury would result from the denial of the
preliminary injunction than from the granting of it; and (3) it
would operate to restore the parties to the status quo as it
existed prior to the alleged wrongful conduct. In addition to
meeting all three criteria, the court must be convinced that
[plaintiff's] right to a preliminary injunction is clear.., and
general equity jurisdiction must be warranted.
Comm. of Seventy v. Albert, 33 Pa. Commw. 44, 49, 381 A.2d 188, 190 (1977).
The "purpose [of a preliminary injunction] is to preserve the status
quo.., by restoring the last peaceable, noncontested status which preceded the
controversy." Soja v. Factotyville Sportsmen's Club, 361 Pa. Super. 473, 477,
522 A.2d 1129, 1131 (1987).
Second, where a preliminary injunction is issued, it must, as a general rule,
be subject to the plaintiff's filing of
[a] bond in an amount fixed and with security approved by the
court, naming the Commonwealth as obligee, conditioned that
if the injunction is dissolved because improperly granted...,
the plaintiff shall pay to any person injured all damages
sutained by reason of granting the injunction and all legally
taxable costs and fees, or [subject to the plaintiff's
deposit].., with the prothonotary [of] legal tender of the
United States in an amount fixed by the court to be held by the
prothonotary upon the same condition as provided for the
injunction bond.
Pa. R.C.P. 153 l(b).
Third, with respect to covenants not to compete, it has been noted by Judge
Hess of this Court that
[c]ourts of equity will enforce.., covenants [not to
compete].., 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, 351 A.2d 250,
4
257 (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).
Wood Co. v. Hickey, 40 Cumberland L.J. 511, 514 (1990) (preliminary injunction
issued); see Pennsel Communication Servs., Inc. v. DiCosimo, No. 01-2643 Civil
Term (C.P. Cumberland July 9, 2001) (preliminary injunction issued); Computer
Res. Assocs., Inc. v. Musselman, No. 93-0008 Equity Term (C.P. Cumberland
March 16, 1993) (preliminary injunction issued).
As a general rule, a covenant not to compete incident to employment will
survive a change in form of the employer's business entity from sole
proprietorship to "S" corporation. See Seligman & Latz of Pittsburgh, Inc. v.
Vernillo, 382 Pa. 161, 164, 114 A.2d 672, 673-74 (1955); Howe v. Anderson, 23
Pa. D. & C.3d 297, 301 (C.P. Adams 1982)
Where unreasonableness 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. v. Sling Testing and Repair, Inc., 471 Pa. 1, 12, 369 A.2d 1164,
1169 (1977) (issuance of preliminary injunction affirmed). Furthermore, an
assessment of irreparable harm in the context of breach of a covenant 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." Id. at 7, 369 A.2d at
1167.
"General covenants are reasonably limited 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. In!'l Env '! Corp., 427 Pa. 439, 452, 235 A.2d 612, 620 (1967) (quoting
Restatement of Contracts §516(f) (1932)). "What limits as to activity,
geographical area, and time are appropriate in a particular case depends upon all
5
the circumstances." Restatement (Second) of Contracts § 188, cmt. d (1981). 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 to be
protected. N. Am. Publ. Co. v. Bishop, 15 Phila. 448, 455 (1987) (citing Boldt
Mach. & Tools, Inc. v. Wallace, 469 Pa. 504, 366 A.2d 902 (1976)).
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." C.T. Dreschsler, Annotation,
Enforceability of Restrictive Covenant, Ancillary to Employment Contract, As
AfJkcted 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 Chem. Co. v. Reeve, 373 Pa. 513, 95 A.2d 925
(1953) (upholding covenant encompassing the United States).
"[W]hen fashioning an injunction to enforce a restrictive covenant, trial
courts have broad powers to modify the restrictions imposed on the former
employee to include only those restrictions reasonably necessary to protect the
employer." All-Pak, Inc. v. Johnston, 694 A.2d 347, 350-51 (1997).
Application of law to fact,'. In the present case, it appears clear that the
covenant not to compete entered into was intended to encompass the activity being
pursued by Defendant at his new employment. The covenant was incident to
Defendant's employment relationship with Plaintiff, and has been shown for
present purposes, at least to the extent provided for hereafter, reasonably necessary
for protection of the employer.
It further appears that the harm occasioned to Plaintiff by this breach and
the threat of a continuation of the covenant's violation is immediate and
irreparable as those terms are understood in this area of the law. A refusal to issue
6
a preliminary injunction would appear to carry more risk of harm than issuance of
the injunction. Finally, issuance of a preliminary injunction in the present
circumstances would operate to restore the parties to the status as it existed prior to
the alleged wrongful conduct.
For the foregoing reasons, the following preliminary injunction will be
issued:
PRELIMINARY INJUNCTION
AND NOW, this 11th day of January, 2002, upon consideration of
Plaintiff's motion for a preliminary injunction, following a hearing held on
December 27, 2001, and for the reasons stated in the accompanying opinion, it is
ordered, adjudged and decreed as follows:
1. Pending further order of court, Defendant is enjoined
from continuing his present employment with Hostetter Supply
Company, Inc., in violation of the covenant not to compete sub
jttdice, for a period of one year from the effective date of this
preliminary injunction.
2. This preliminary injunction shall become effective upon
the posting of a bond or cash in the amount of $55,000.00, in
accordance with Pennsylvania Rule of Civil Procedure
1531(b).
3. In the event the requisite bond or cash is not posted or
deposited within 20 days of the date of this order, the order
shall be deemed automatically dissolved.
BY THE COURT,
John W. Purcell, Jr., Esq.
1719 North Front Street
Harrisburg, PA 17102
Attorney for Plaintiff
s/J. Wesley Oler, Jr.
J. Wesley Oler, Jr., J.
7
Stephen S. Makowski, Esq.
3110 East Market Street
Suite E
York, PA 17402-2512
Attorney for Defendant
9
MASON-NORTON
COMPANY, INC.,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
Vo
CIVIL ACTION - EQUITY
SCOTT W. THUMMA,
Defendant
NO. 01-6500 EQUITY TERM
IN RE: PLAINTIFF'S MOTION FOR PRELIMINARY INJUNCTION
BEFORE OLER, J.
PRELIMINARY INJUNCTION
AND NOW, this 11th day of January, 2002, upon consideration of
Plaintiff's motion for a preliminary injunction, following a hearing held on
December 27, 2001, and for the reasons stated in the accompanying opinion, it is
ordered, adjudged and decreed as follows:
1. Pending further order of court, Defendant is enjoined
from continuing his present employment with Hostetter Supply
Company, Inc., in violation of the covenant not to compete sub
judice, for a period of one year from the effective date of this
preliminary injunction.
2. This preliminary injunction shall become effective upon
the posting of a bond or cash in the amount of $55,000.00, in
accordance with Pennsylvania Rule of Civil Procedure
1531(b).
3. In the event the requisite bond or cash is not posted or
deposited within 20 days of the date of this order, the order
shall be deemed automatically dissolved.
BY THE COURT,
J. Wesley Oler, Jr., J.
11
John W. Purcell, Jr., Esq.
1719 North Front Street
Harrisburg, PA 17102
Attorney for Plaintiff
Stephen S. Makowski, Esq.
3110 East Market Street
Suite E
York, PA 17402-2512
Attorney for Defendant