Friday, 7 June 2013

May 31, 2013, Utah Court of Appeals Case Summaries


Utah Court of Appeals Case Summaries
May 31, 2013

Friedman v. Salt Lake County, 2013 UT App 137, No. 20110870-CA (May 31, 2013)

ISSUE: Due Process, Involuntary Servitude, Sufficiency of Pleadings regarding Constitutional Challenges Concerning Violation of the Free Exercise Clause

Judge Christiansen,

Charles D. Friedman appeals from the trial court’s dismissal of his constitutional claims against Salt Lake County (the County). We affirm.

At ¶ 1.

In May 2009, Friedman was a federal prisoner being held at the Salt Lake County Adult Detention Center (the Detention Center).2 On Saturday, May 9, 2009, during Friedman’s recreation hour, a jail officer instructed Friedman to clean writing from his cell wall and Friedman refused. Friedman is Jewish and, accordingly, observes Saturday as his Sabbath. Jewish tenets require that he perform no work on Saturdays. While declining to clean his wall may have been consistent with his religious beliefs, Friedman’s refusal to follow the officer’s order constituted a violation of the Detention Center’s rules. As a result, the officer filed a Prisoner  violation Report and terminated the remainder of Friedman’s recreation hour. Friedman filed two Prisoner Grievance Forms, requesting a written apology and claiming that the officer violated his constitutional right to the free exercise of his religion and his right to refuse forced labor. Friedman’s requests for relief were denied. In response to Friedman’s Prisoner Grievance Forms, the prison officials explained that it was a jail rule that he clean his cell every day. On May 11, 2009, a Prisoner Disciplinary Hearing Disposition held that Friedman was in violation of prisoner rules and regulations. Friedman’s Prisoner Grievance Appeal was also denied. Thereafter, on October 6, 2009, Friedman filed a complaint with the trial court.

At ¶ 3.

Due Process

In his due process claim, Friedman argues that the County’s policies and practices violated his procedural due process rights by punishing him for practicing his religion without “a hearing or other process.” In analyzing due process, the Utah Supreme Court has stated, “At a minimum, [t]imely and adequate notice and an opportunity to be heard in a meaningful way are at the very heart of procedural fairness.” In re Worthen, 926 P.2d 853, 876 (Utah 1996) (alteration in original) (citation and internal quotation marks omitted).

Friedman has failed to state a claim upon which relief can be granted. He has simply not “alleged enough in the complaint to state a cause of action” for a due process violation in this instance. See Alvarez v. Galetka, 933 P.2d 987, 989 (Utah 1997). The instruction to clean the writing off his cell wall and the filing of the Prisoner Violation Report were both conducted in accordance with the Detention Center’s rules and regulations. Although Friedman’s recreation hour was terminated before the full process was
complete, Friedman has not met his burden of demonstrating that the County denied him due process during the initial disciplinary action or in the administrative review process that followed. In fact, Friedman was given a disciplinary hearing just two days after the alleged grievance arose. Friedman was also allowed to make a prisoner grievance appeal. Thus, we determine that Friedman’s due process claim was properly dismissed.

At ¶¶ 7-8.

Involuntary Servitude

. . . Friedman has failed to allege facts that would support a claim of involuntary servitude. By his own admission, at the time of the officer’s order, Friedman was detained at the Detention Center. Every inmate of that facility is subject to its rules and regulations. The jail officer instructed Friedman to clean off “some nondescript writing” from his cell wall. In so doing, the officer was seeking to enforce the jail rule requiring inmates to clean their cells on a daily basis. After Friedman refused, explaining that it was his Sabbath, the officer penalized Friedman by discontinuing his recreation hour pursuant to Detention Center rules and regulations.

Friedman’s allegations do not give rise to involuntary servitude because Friedman essentially chose to disobey the officer’s order to clean the wall and thereby have his recreation hour discontinued. He fails to allege any other repercussion as a result of the officer’s Prisoner Violation Report. See Immediato v. Rye Neck Sch. Dist., 73 F.3d 454, 459 (2d Cir. 1996) (“In application, courts have consistently found the involuntary servitude standard is not so rigorous as to prohibit all forms of labor that one person is compelled to perform for the benefit of another. The Thirteenth Amendment [to the United States Constitution5] does not bar labor that an individual may, at least in some sense, choose not to perform, even where the consequences of that choice are ‘exceedingly bad.’” (citation omitted)). In addition, the facts alleged by Friedman do not support a claim of “servitude” performed “for another,” as opposed to undertaking mere housekeeping chores in his own cell. See McGarry v. Pallito, 687 F.3d 505, 514 (2d Cir. 2012) (“Where a detainee is required to perform personally-related chores, this work is not for another. . . . [T]he Thirteenth Amendment may be violated if a[n] . . . institution requires inmates to perform chores which . . . are not personally related, but are
required to be performed solely in order to assist in the defraying of institutional costs.” (alterations in original) (citation and internal quotation marks omitted)); Hause v. Vaught, 993 F.2d 1079, 1085 (4th Cir. 1993) (determining that “[d]aily general housekeeping responsibilities” did not violate the Thirteenth Amendment prohibition of involuntary servitude)

At ¶¶ 11-12.

Free Exercise of Religion

We begin our analysis of this issue “in adherence to the general rule that courts should avoid reaching constitutional issues if the case can be decided on other grounds.” West v. Thomson Newspapers, 872 P.2d 999, 1004 (Utah 1994). In this case, we need not address whether the free exercise clause is self-executing because Friedman did not meet the pleading elements under [Spackman ex rel. Spackman v. Board of Education, 2000 UT 87, 16 P.3d 533.]

At ¶ 16.

. . .even assuming that he can meet the first two elements of Spackman, he still failed to plead facts sufficient to allege the third element of Spackman—“that equitable relief, such as an injunction [or declaratory judgment], was and is wholly inadequate to protect [his] rights or redress his . . . injuries.”6 See Spackman, 2000 UT 87, ¶ 25. “This final requirement is meant to take advantage of the meaningful role equitable relief can play in redressing constitutional injuries, while not implicating so many of the difficult policy considerations raised by a decision to award damages.” Id. (footnote omitted).

At ¶ 18.

Spencer Law Office v. Department of Workforce Services, 2013 UT App 138, Case No. 20110915-CA (May 31, 2013).
ISSUE: Just Cause for Termination of Employment
Judge Roth,
Spencer Law Office, LLC (Spencer) challenges the decision of the Workforce Appeals Board (the Board) that a former employee (the Claimant) was entitled to unemployment benefits because Spencer had not discharged him for just cause. We decline to disturb the Board’s decision.
At ¶ 1.
Even if an employer has a legitimate reason for discharging an employee, “not every legitimate cause for discharge justifies a denial of [unemployment] benefits.” Utah Admin. Code R994-405-201. Rather, unemployment “[b]enefits will be denied if [a] claimant was discharged for just cause.” Id. (providing further that benefits may also be denied if the claimant was discharged “for an act or omission in connection with employment . . . which was deliberate, willful, or wanton and adverse to the employer’s rightful interest”). “To establish just cause for a discharge , . . . three elements must be satisfied:” culpability, knowledge, and control. Id. R994-405-202. Culpability is established if “[t]he conduct causing the discharge [is] so serious that continuing the employment relationship would jeopardize the employer’s rightful interest.” Id. R994-405-202(1). Next, “[t]he claimant must have had knowledge of the conduct expected” by the employer. Id. R994-405-202(2). And finally, “[t]he conduct causing the discharge must have been within the claimant’s control.” Id. R994-405-202(3)(a).
At ¶ 4.
On review, the Board’s factual findings will be reversed only if they are not supported by substantial evidence.

At ¶ 5.
Here, the Board found that the Claimant had been considering a job offer but had not yet decided to accept it and leave Spencer’s employment. The Board reasoned that the Claimant’s mere consideration of a job offer did not jeopardize Spencer’s “rightful interest” and therefore concluded that Spencer did not have just cause to discharge him. In challenging the Board’s decision, Spencer argues that the Board’s factual findings are not supported by substantial evidence and fail to accurately describe the Claimant’s conduct that led to his discharge. Spencer also argues that the Board’s application of the facts to the law in reaching its conclusion that Claimant was not discharged for just cause is not reasonable or rational. We address each of these arguments in turn.

At ¶ 6.
The Court reviews the evidence and determines that the Board’s factual finding was supported by substantial evidence.
At ¶¶ 8-13.
As support for his argument that the Claimant breached a duty of loyalty by planning to leave for other competing employment, Spencer cites to Prince, Yeates & Geldzahler v. Young, 2004 UT 26, 94 P.3d 179. There, the court explained that “an agent[, such as an employee,] is subject to a duty not to compete with the principal[, such as his employer,] concerning the subject matter of his agency [or employment].” Id. ¶¶ 20–22 (citation and internal quotation marks omitted). Based on this rule, the court concluded that, in particular, lawyers have an “obligation to not compete with their employer,” which the court defined as “any law firm or legal service provider who may employ them in a legal capacity, without the employer’s prior knowledge and agreement.” Id. ¶ 23. Further, to support his contention that the Claimant should have disclosed to him not only the job offer but also the Attorney’s plans to leave and start a competing business, Spencer cites Rash v. J.V. Intermediate, Ltd., 498 F.3d 1201 (10th Cir. 2007), for the proposition that an “employee has a duty to deal openly with the employer and to fully disclose to the employer information about matters affecting the company’s business.” Id. at 1210 (emphasis, citation, and internal quotation marks omitted). The court in Rash also explained that “[a]lthough an employee does not owe an absolute duty of loyalty to his or her employer, at the very least, an employee’s independent enterprise cannot compete or contract with the employer without the employer’s full knowledge.” Id. (citation and internal quotation marks omitted). Based on this authority, Spencer concludes that the Claimant’s knowledge of or participation in a plan to depart and start a competing business, whether or not it involved wrongful conduct such as taking client lists or poaching clients while still employed, violated the Claimant’s duty not to compete with Spencer and, therefore, jeopardized Spencer’s “rightful interest,” giving him just cause to discharge the Claimant.

At ¶ 16.
Spencer, however, presents an incomplete analysis of the case law upon which he relies. In explaining the general concepts that Spencer uses to support his argument, the court in Rash cites a case that more fully explains an employee’s duty to disclose outside employment plans to his employer, Johnson v. Brewer & Pritchard, PC, 73 S.W.3d 193 (Tex. 2002). See Rash, 498 F.3d at 1207–11. In Johnson, the court explained that an employer-employee relationship “is . . . a special [agency] relationship that gives rise to a fiduciary duty.” 73 S.W.3d at 200. The court cautioned, however, that “courts . . . should be careful in defining the scope of the fiduciary obligations an employee owes when acting as the employer’s agent in the pursuit of business opportunities,” for although an employee should not compete with the employer for whom he still works, the “employer’s right to demand and receive loyalty must be tempered by society’s legitimate interest in encouraging competition.” Id. at 201. The Johnson court thus concluded that an “employee may properly plan to go into competition with his employer and may take active steps to do so while still employed” and “has no general duty to disclose his plans to his employer” and, further, that “he may secretly join other employees in the endeavor without violating any duty to his employer.” Id. (citation and internal quotation marks omitted). In contrast, the court in Prince Yeates did not address what an employee may do in preparing to leave while still acting according to the duty to not compete with an employer. Rather, Prince Yeates involved circumstances where the employee clearly competed with his employer while still employed. See 2004 UT 26, ¶¶ 7, 19, 24.

Thus, based on the line of authority that Spencer has relied on, his arguments ultimately fail. Prince Yeates is inapplicable because it addresses an employee’s duty to not compete with the employer while still employed. Here, there is no evidence that the Claimant began competing with Spencer while still employed; rather, he considered an offer from another employee to leave Spencer’s employ and then enter into competition with Spencer. Under Johnson, which seems to fit the circumstances of this case better than Prince Yeates, the Claimant had “no general duty to disclose his plans to his employer” and could plan to go into business with the Attorney and compete with Spencer and could even “take active steps to do so while still employed” “without violating any duty to his employer.” Id. (citation and internal quotation marks omitted). Spencer’s claim that the Claimant violated a fiduciary duty of loyalty by failing to disclose the Attorney’s plans or by planning himself to leave with the Attorney to start a competing practice therefore is not supported by the authority upon which Spencer relies. As a consequence, Spencer cannot demonstrate that the Claimant’s conduct “jeopardize[d his] rightful interest.” See Utah Admin. Code R994-405-202(1). Thus, the Board’s determination was reasonable and rational.

At ¶¶ 17-18.

Employer’s Reinsurance Fund v. Labor Commission, 2013 UT App 139, Case No. 20130174-CA (May 31, 2013).
ISSUE: Jurisdiction of an Agency’s Action.
Per Curiam,

Employers’ Reinsurance Fund (ERF) seeks judicial review of a decision of the Labor Commission denying a motion to dismiss and remanding the case to an Administrative Law Judge (ALJ) for further proceedings. This case is before the court on a sua sponte motion for summary dismissal for lack of jurisdiction.

At ¶ 1.

An aggrieved party may seek judicial review of the “final agency action resulting from formal adjudicative proceedings.” Utah Code Ann. § 63G-4-401(1) (LexisNexis 2011). “The Utah Administrative Procedures Act does not specifically define ‘final agency action.’” Barker v. Utah Pub. Servs. Comm’n, 970 P.2d 702, 705 (Utah 1998). However, “Utah cases on finality found no final order in the following circumstances: . . . a remand for further proceedings, Sloan v. Board of Review, 781 P.2d 463, 464 (Utah Ct. App. 1989), [and] a denial of a motion to dismiss, Barney v. Division of Occupational & Prof’l Licensing, 828 P.2d 542, 544 (Utah Ct. App. 1992).” . . . “[t]he denial of a motion to dismiss allows the proceeding to continue in the agency and is not a final order for purposes of judicial review.” Id. at 544. Similarly, in Sloan v. Board of Review, 781 P.2d 463 (Utah Ct. App. 1989) (per curiam), we concluded that “an order of [an] agency is not final so long as it reserves something for the agency for further decision.” Id. at 464.
At ¶ 3.

Because the denial of a motion to dismiss is not a final agency action, we lack jurisdiction over ERF’s petition for review.
At ¶  4.




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