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Smart Summary

Factual and Procedural Background

The claimant, Belle V. Charak, employed as a lawyer and office manager in a real estate management business, was directed by her employer to go directly from her home to a municipal office to perform preparatory work for a pending court proceeding. On the way, she fell on steps within her apartment building, specifically between an inner locked lobby and an outer lobby. The accident occurred before she had passed through the locked inner lobby door, which barred public access and preserved some privacy and security akin to a home. The claimant sought compensation under the Workmen's Compensation Board, but the claim was denied. This appeal challenges that denial.

Legal Issues Presented

  1. Whether the claimant was engaged in a special errand for her employer at the time of the accident, thereby qualifying for portal-to-portal workers' compensation coverage.
  2. Whether the claimant had left the "portal" of her home—i.e., passed beyond the confines of her residence—at the time and place of the accident.
  3. Whether the locked inner lobby of the apartment building constitutes part of the claimant’s home or an extension of a public place or employment situs affecting compensability.

Arguments of the Parties

The opinion does not contain a detailed account of the parties' legal arguments.

Table of Precedents Cited

Precedent Rule or Principle Cited For Application by the Court
Matter of Mason v. New York Abstract Co., 11 A.D.2d 569 Employees on special errands enjoy portal-to-portal coverage similar to outside workers. Used to support that claimant's directed trip to a municipal office could be a special errand qualifying for coverage.
Matter of Blackley v. City of Niagara Falls, 284 App. Div. 51 Outside workers are covered from the time they leave home until they return. Supported the concept of portal-to-portal coverage for employees on special errands.
Matter of Mayer v. All Electronics, 1 A.D.2d 715 A fall just outside the home during a special errand is compensable even without deviation from the usual route. Distinguished the location of claimant’s accident as inside the home premises, not compensable.
Matter of Trent v. Tuttle Co., 20 A.D.2d 948 Related to special errand doctrine but did not involve such an issue. Found inapposite to the present case as no special errand issue was involved.
Matter of Tafft v. Stafford, 266 N.Y. 555 No compensability for injury occurring before leaving the residence, even if on special errand. Controlling precedent used to dismiss claim because injury occurred before claimant left home portal.
Matter of Bach v. Schieffelin Co., 247 App. Div. 845 Injury on stairs inside apartment building before leaving home not compensable. Applied to dismiss claim of drug salesman injured inside his apartment building on the way out.
Matter of Eaton v. Webster Motors of Glens Falls, 291 N.Y. 699 Employment situs can extend to claimant's premises when employer's instrumentality is stored there; injury on driveway to garage compensable. Distinguished from present case; here, no employer instrumentality or employment situs extended to claimant’s premises.
Matter of Carrasquilla v. Penn Akron Co., 10 A.D.2d 135 Hazards of employment can extend to employer's premises or adjuncts thereof. Referenced to support reasoning about employment situs and hazards.
Matter of Rosenwasser v. Lanes Lake Success, 9 A.D.2d 1001 Similar principle regarding employment situs and hazard exposure. Referenced to support distinction of employment situs.

Court's Reasoning and Analysis

The court began by acknowledging that the claimant was likely on a special errand directed by her employer, which would generally entitle her to portal-to-portal coverage. The critical question was whether the claimant had left the "portal" of her home at the time of the accident.

The accident occurred on the steps between the inner locked lobby of her apartment building and an outer lobby. The court found that the locked inner lobby was more properly considered part of the claimant’s home rather than a public place or employment situs. The locked door barred general public access and preserved privacy and security, mitigating the hazards of a public way.

The court reviewed relevant precedents, notably Tafft and Bach, which held that injuries occurring before leaving the home portal are not compensable, and contrasted these with Eaton, where the presence of an employer's instrumentality on the claimant's premises extended the employment situs. The present case lacked such an extension.

Accordingly, the court concluded that the accident occurred before the claimant had left her home portal and thus was not within the course of employment.

Holding and Implications

The court reversed the prior decision and dismissed the claimant's compensation claim.

The direct consequence is that the claimant will not receive workers' compensation benefits for the injury sustained before leaving her home portal. The court did not establish new precedent but applied existing case law to distinguish the facts of this case, emphasizing the significance of the location of injury relative to the home and employment situs.

In the Matter of the Claim of BELLE V. CHARAK, Respondent, v. GEORGE B. LEDDY et al., Appellants. WORKMEN'S COMPENSATION BOARD, Respondent.

GIBSON, P.J.

It could perhaps be found, although the board has not done so specifically, that when claimant, who was employed as a lawyer and office manager in a real estate management business, and who usually proceeded directly from her home to her employer's office, prepared instead to go directly to a municipal office, at her employer's specific direction, to perform some work in preparation for a pending court proceeding, she was engaged, or about to engage in a special errand; as was the lawyer who usually went directly from home to his employer's office but was injured while operating his automobile en route from his home to a Surrogate's Court to obtain information in connection with a title matter, before proceeding to the office. ( Matter of Mason v. New York Abstract Co., 11 A.D.2d 569; and, see, 1 Larson, Workmen's Compensation Law, §§ 16.10, 16.11.) In cases of this nature employees enjoy portal-to-portal coverage, such as ordinarily obtains in respect of outside workers, who "are usually covered from the time they leave home until they return". ( Matter of Blackley v. City of Niagara Falls, 284 App. Div. 51, 52; 1 Larson, op. cit., §§ 16.10, 16.11.)

Claimant lived in an apartment and her accident occurred when she fell on steps leading from the inner lobby of the apartment house to an outer lobby, from which the inner lobby was shut off by a door, which was kept locked, and which claimant had not reached. A fall in her apartment would not have given rise to any claim. If, however, in the performance of a special errand, she had fallen on the street, barely beyond the outer door of the building, the accident would have been compensable, even though she "had not deviated from [her] usual route to work." ( Matter of Mayer v. All Electronics, 1 A.D.2d 715, 716.) There was no issue of special errand in Matter of Trent v. Tuttle Co. ( 20 A.D.2d 948), cited by appellants, which is therefore inapposite. The simple issue thus becomes (upon the continued assumption of a special errand) whether claimant, descending the steps between the lobbies, had left her home — had passed the "portal" of her abode — before she fell.

The authorities closest in point present no clear and certain answer to the problem posed by this midway situation. In Matter of Tafft v. Stafford ( 266 N.Y. 555), claimant seems clearly to have been an outside employee or, alternatively, to have been embarking on a special errand when, "as she was leaving her residence, she slipped and fell on the top step of the stairs leading to the porch" (p. 556); but the Court of Appeals reversed the Appellate Division's affirmance of an award and dismissed her claim in a memorandum which stated merely "that there is no evidence that the claimant was injured while in the course of her employment" (p. 556). Upon the authority of Tafft, we reversed an award and dismissed the claim of a drug salesman who was injured while walking down the stairway in the apartment house in which he lived, as he "started to go out * * * to call upon a prospective customer." ( Matter of Bach v. Schieffelin Co., 247 App. Div. 845.) A contrary result was reached, however, in the later case of Matter of Eaton v. Webster Motors of Glens Falls ( 291 N.Y. 699), in which was affirmed (with three Judges dissenting on the authority of Tafft, supra) an award in favor of the sales manager of an automobile sales company for disabling injuries sustained when he "left his home to go to a garage on his premises in which there was an automobile belonging to his employer which he was authorized to use" and "as he stepped on the driveway to the garage * * * slipped on an icy spot and fell" (p. 700). As appears from the memorandum opinion in the Appellate Division, the "car was also used as a demonstrator and was stored in claimant's garage" ( 265 App. Div. 1025). The appellants argued unsuccessfully in the Court of Appeals that claimant would not have been restored to the course of his employment or exposed to its hazards "`until he had entered upon the public highway'" (p. 700); and hence the issue was squarely presented.

We conclude that the decision of the case before us must be controlled by Tafft and Bach (each supra) and that Eaton ( supra) is distinguishable, because there, the storage of the company car in claimant's garage created, in effect, an additional employment situs or at least transferred to claimant's premises an instrumentality of the employment — as certainly, for example, an injury to claimant by reason of a malfunction of the automobile while still upon claimant's premises would have been compensable — and the driveway upon which claimant necessarily walked to obtain the garaged automobile and perform the employer's errand became an adjunct of the employment, and the icy condition was, in consequence, a hazard of the employment (cf. Matter of Carrasquilla v. Penn Akron Co., 10 A.D.2d 135; Matter of Rosenwasser v. Lanes Lake Success, 9 A.D.2d 1001).

In the case before us, however, the locked inner lobby seems more nearly an adjunct of claimant's home and within its precincts than a public place or an adjunct of the street. True, those members of the public having legitimate reasons to call upon claimant and her fellow tenants could obtain access to the inner lobby by ringing a bell and requesting admittance; but the locked door was intended, obviously, to bar the public generally and to afford privacy and security; and claimant could have excluded, or have caused to be excluded, all persons not entitled to be admitted. Thus, and whether in greater or less degree, some of the privacy, security and other attributes of a home were preserved and the hazards of a public place or way mitigated. Consequently, in our view, the record would not support a finding that the accident occurred after claimant had left her home and commenced her employment.

The decision should be reversed and the claim dismissed.

HERLIHY, REYNOLDS, TAYLOR and AULISI, JJ., concur.

Decision reversed and claim dismissed, with costs to appellants against the Workmen's Compensation Board.

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MATTER OF CHARAK v. LEDDY
(Jul 13, 1965)