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63 N.E.3d 316
Ind.
2016
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Background

  • Hosts Angela Martin and Brian Brothers co-hosted a large house party where a keg was provided and guests served themselves.
  • Brothers ordered and paid for the keg using a shared household debit account; Martin and Brothers exercised joint control/possession over the beer.
  • A late-night fistfight occurred in the basement involving Brothers, Jerry Chambers, and Paul Michalik; Michalik was later found unconscious and died shortly after.
  • Martin saw Michalik lying listless, checked that he was breathing, did not call 911, and returned to bed; Chambers and Brothers carried Michalik upstairs and later he was found dead outside.
  • Michalik’s estate and Chambers’s bankruptcy trustee sued Martin (and Brothers) for negligence (premises liability / failure to render aid) and for violating Indiana’s Dram Shop Act by furnishing alcohol to a visibly intoxicated person.
  • Trial court granted Martin summary judgment on both claims; Court of Appeals reversed; Indiana Supreme Court granted transfer and issued the decision reviewed here.

Issues

Issue Plaintiff's Argument Defendant's Argument Held
Whether homeowner owed a duty to protect or render aid to a social guest after discovering him injured on the premises Martin had a duty as landowner/social host to render aid to an injured guest and breached it by failing to seek help No separate ‘‘render aid’’ duty; only the ordinary landowner–invitee duty applies and must be limited by foreseeability; Martin was not required to protect against an unforeseeable brawl Duty: landowner–invitee duty governs. No duty to prevent an unforeseeable fistfight, but duty existed to protect against foreseeable exacerbation of an on-premises injury; factual dispute on breach/proximate cause — summary judgment improper on negligence claim
Whether Martin "furnished" alcohol to Brothers under Indiana’s Dram Shop Act Pls: Martin furnished beer (e.g., placing pitcher on poker table) to Brothers and is liable for injuries caused by his intoxication Martin and Brothers jointly possessed the keg/beer; furnishing requires transfer of possession, so she could not have furnished what he already possessed "Furnish" requires transfer of possession; because Martin and Brothers jointly possessed the alcohol, Martin could not have furnished it — summary judgment proper on Dram Shop claim

Key Cases Cited

  • Burrell v. Meads, 569 N.E.2d 637 (Ind. 1991) (establishes social guests are invitees and frames landowner–invitee duty)
  • Webb v. Jarvis, 575 N.E.2d 992 (Ind. 1991) (three-factor duty-balancing test used in prior duty analyses)
  • Delta Tau Delta v. Johnson, 712 N.E.2d 968 (Ind. 1999) (foreseeability is the critical inquiry before extending landowner duty to third-party criminal acts)
  • Kroger Co. v. Plonski, 930 N.E.2d 1 (Ind. 2010) (clarifies foreseeability in duty analysis is a court’s threshold determination)
  • Lather v. Berg, 519 N.E.2d 755 (Ind. Ct. App. 1988) (joint possession of alcohol precludes a finding that one host "furnished" it to the other)
  • Rauck v. Hawn, 564 N.E.2d 334 (Ind. Ct. App. 1990) (contrasting example where transfer/possession supported a furnishing claim)
Read the full case

Case Details

Case Name: F. John Rogers, as Personal Representative of Paul Michalik, and R. David Boyer, Trustee of the Bankruptcy Estate of Jerry Lee Chambers v. Angela Martin and Brian Paul Brothers
Court Name: Indiana Supreme Court
Date Published: Oct 26, 2016
Citations: 63 N.E.3d 316; 2016 WL 6287651; 2016 Ind. LEXIS 757; 02S05-1603-CT-114
Docket Number: 02S05-1603-CT-114
Court Abbreviation: Ind.
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