Ferguson v. Bell Helicopter Textron, Inc.
1:09-cv-00635
M.D. Ala.Mar 28, 2012Background
- Ferguson sues Bell for injuries from a July 16, 2007 TH-67 helicopter crash, asserting an uncommanded-cyclic movement caused loss of control.
- Army investigation found barium contamination in the helicopter's servo actuators, potentially from preservative fluid 6083 used during refurbishment and storage.
- Ferguson attributes the accident to a combination of barium and particulate matter in the hydraulic system causing a sticky valve and uncommanded cyclic movement.
- Bell moves to preclude Dr. John Cochran as an expert under Rule 702, arguing lack of familiarity with servo actuators and unreliability of his conclusions.
- Cochran, an aerospace engineer and Auburn University professor, offers testimony grounded in literature, Army findings, and independent testing by others to support Ferguson's theory.
- The court must determine whether Cochran is qualified, whether his methodology is reliable, and whether his testimony would assist the fact-finder; the court denies Bell's motion to preclude.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Whether Cochran is qualified to testify about servo actuators | Ferguson shows Cochran’s aerospace background and relevant helicopter experience. | Bell contends Cochran lacks necessary design-specific experience with TH-67 actuators. | Cochran qualified to testify. |
| Whether Cochran's methodology and evidence are reliable under Rule 702 | Cochran relies on peer-reviewed literature and Army findings to support his conclusions. | Bell argues that reliance on others' tests and absence of independent actuator testing undermines reliability. | Cochran's testimony is reliable and admissible. |
| Whether Cochran's testimony will assist the trier of fact | Testimony explains how barium and particulate matter could cause transient sticking and uncommanded movement. | Bell contends the reliance on studies of other valve types reduces relevance to spool-and-sleeve actuators. | Testimony would assist the fact-finder. |
Key Cases Cited
- Daubert v. Merrell Dow Pharm., Inc., 509 U.S. 579 (Supreme Court 1993) (gatekeeper for admissibility; relevance and reliability required)
- Kumho Tire Co. v. Carmichael, 526 U.S. 137 (Supreme Court 1999) (Daubert standard applies to all experts; flexible inquiry)
- United States v. Paul, 175 F.3d 906 (11th Cir. 1999) (non-scientific testimony may be admissible with reliable application)
- Rosenfeld v. Oceania Cruises, Inc., 654 F.3d 1190 (11th Cir. 2011) (three-part inquiry for expert admissibility)
- Kilpatrick v. Breg, Inc., 613 F.3d 1329 (11th Cir. 2010) (rigorous three-part test; burden on proponent by preponderance)
- Hudgens v. Bell Helicopters/Textron, 328 F.3d 1329 (11th Cir. 2003) (recognizes admissibility despite lack of testing by expert)
- Quiet Tech. DC-8, Inc. v. Hurel-Dubois UK Ltd., 326 F.3d 1333 (11th Cir. 2003) (variables and probative weight affect admissibility, not necessarily admissibility)
- Maiz v. Virani, 253 F.3d 641 (11th Cir. 2001) (evidence based on literature and data analysis can be reliable)
- Hemmings v. Tidyman’s Inc., 285 F.3d 1174 (9th Cir. 2002) (weight of studies bears on reliability, not admissibility)
