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802 F.3d 950
8th Cir.
2015
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Background

  • At ~4:20 a.m. on Sept. 9, 2012, Zhukov’s tractor-trailer stopped partly in I-80’s right lane after losing air-brake pressure; he activated hazards and warning reflectors but placed them improperly and too close to the trailer.
  • At 4:34 a.m., Johnson’s tractor-trailer rear-ended Zhukov’s trailer, causing a fire and scattering debris that fully blocked both westbound lanes.
  • A traffic backup about 0.86 miles long formed; emergency vehicles arrived or were en route, and many vehicles (including the Schmidts’) had hazard lights on.
  • Around 5:14 a.m., trucker Josef Slezak, driving in excess of permitted hours and fatigued, struck stopped vehicles at ~75 mph without braking, killing Christopher and Diana Schmidt and their unborn child.
  • Plaintiffs sued Zhukov, Johnson, and their employers, alleging their negligence in causing the first crash proximately caused the Schmidts’ deaths; district court granted summary judgment for defendants on proximate-cause grounds.
  • The Eighth Circuit majority affirmed, holding Slezak’s unanticipated negligence was an efficient intervening cause as a matter of law; Judge Bye dissented, arguing foreseeability was a jury question.

Issues

Issue Plaintiff's Argument Defendant's Argument Held
Whether defendants’ negligence that caused the initial collision proximately caused the Schmidts’ deaths The first crash and resultant traffic stoppage foreseeably created the risk of subsequent fatal collisions; secondary crashes are a known consequence of traffic obstructions Slezak’s highly negligent conduct (fatigued, >hours-of-service, no braking, impact at 75 mph nearly a mile from initial crash, 36+–40 minutes later) was extraordinary and unforeseeable, breaking causation Affirmed: Slezak’s negligence was an efficient intervening cause that severed proximate causation as a matter of law
Whether foreseeability should be decided by jury or as a matter of law Foreseeability is fact-specific; reasonable jurors could find secondary crash foreseeable given common risk of follow-on collisions Where intervening actor’s conduct is extraordinary/unforeseeable, court can decide foreseeability as matter of law Court: Under Nebraska law, no reasonable jury could find Slezak’s actions foreseeable here; decided as matter of law
Applicability of Nebraska precedent on efficient intervening cause Plaintiffs urge general risk of follow-on collisions makes initial negligence proximate cause Defendants rely on Latzel and similar cases where third-party drivers’ disregard of obvious danger was unforeseeable Court applied Nebraska’s Latzel framework and analogues to conclude intervening negligence was unforeseeable
Whether Heatherly requires a different result Plaintiffs cite Heatherly to show negligent obstruction can foreseeably cause injuries from negligent drivers Defendants distinguish Heatherly (direct collision with negligently parked truck) from this case (remote, extraordinary intervening driver conduct) Court: Heatherly is distinguishable; Slezak’s conduct was extraordinary and unforeseeable, unlike Heatherly’s facts

Key Cases Cited

  • Latzel v. Bartek, 288 Neb. 1 (Neb. 2014) (defines efficient intervening cause and when third-party driver negligence severs causation)
  • Heatherly v. Alexander, 421 F.3d 638 (8th Cir. 2005) (negligent placement of vehicle can be proximate cause when direct collision results)
  • Blood v. VH-1 Music First, 668 F.3d 543 (7th Cir. 2012) (affirming no proximate cause where second crash occurred hours/miles later and intervening driver acted extraordinarily)
  • Donegan v. Denney, 457 S.W.2d 953 (Ky. 1970) (original tort superseded where many motorists safely stopped and later collision was caused by intervening driver)
  • Malolepszy v. State, 273 Neb. 313 (Neb. 2007) (state not liable where intervening driver’s sudden pull into traffic was unforeseeable)
  • A.W. v. Lancaster Cty. Sch. Dist. 0001, 280 Neb. 205 (Neb. 2010) (foreseeability turns on facts; leave to jury unless no reasonable minds could differ)
  • Morrow v. Greyhound Lines, Inc., 541 F.2d 713 (8th Cir. 1976) (party creating obstruction must foresee some negligent responses, but not extraordinary ones)
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Case Details

Case Name: Bradley Baumann v. Vladimir Zhukov
Court Name: Court of Appeals for the Eighth Circuit
Date Published: Oct 1, 2015
Citations: 802 F.3d 950; 2015 WL 5729464; 2015 U.S. App. LEXIS 17239; 14-2981
Docket Number: 14-2981
Court Abbreviation: 8th Cir.
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