223 So. 3d 199
Ala.2016Background
- In May 2011 a mobile-home fire originating in a bedroom outlet killed four-year-old Nevaeh Johnson; two BRK ionization smoke alarms were installed in the home and one awakened the parents but Nevaeh could not be rescued.
- Plaintiffs (Nevaeh’s mother Latosha Hosford, father Chad Barley, and grandmother Rhonda Hosford) sued BRK alleging the ionization alarms were defective for failing to warn of a slow, smoldering fire; claims included AEMLD (design defect), breach of warranty, negligence, failure-to-warn, and wantonness.
- The trial court granted summary judgment and judgments as a matter of law against some claims but allowed Latosha’s AEMLD claim to go to the jury; after trial the jury returned a defense verdict for BRK on the AEMLD claim and the trial court entered judgment accordingly.
- On appeal plaintiffs challenged (a) judgment as a matter of law dismissing failure-to-warn, negligence, wantonness, and breach-of-warranty claims and (b) the jury verdict on the AEMLD claim; they conceded that affirmance of the AEMLD judgment would make other challenges unnecessary.
- The central legal dispute: whether a dual-sensor (ionization + photoelectric) smoke alarm is a “safer, practical, alternative design” to a single-sensor ionization alarm such that an AEMLD design-defect claim can proceed.
- The trial court (and this Court) concluded as a matter of law that a dual-sensor alarm is a different product, not an alternative design of an ionization-only alarm, and therefore BRK was entitled to judgment as a matter of law on the AEMLD claim; other challenged judgments were affirmed as unnecessary to reach.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Whether plaintiff identified a "safer, practical, alternative design" for an ionization alarm to support an AEMLD claim | Latosha: a dual-sensor (ionization + photoelectric) alarm is a practical, safer alternative that would detect smoldering fires and could have saved Nevaeh | BRK: a dual-sensor alarm is a different product (not an alternative design); imposing such a rule would force manufacturers to include all enhanced features and raise costs | Held for BRK: dual-sensor is a different product as a matter of law; no evidence of a safer alternative design for the ionization alarm, so AEMLD claim fails and JMOL proper |
| Standard for reviewing JMOL on AEMLD | Latosha: JMOL should be denied if substantial evidence supports submission to jury | BRK: JMOL appropriate because plaintiff produced no evidence of a design alternative for the product at issue | Court applied Alabama JMOL standard (view evidence in plaintiff's favor) but concluded plaintiff lacked substantial evidence of an alternative design for the specific product, so JMOL affirmed |
| Whether the reasonableness of an alternative design is a question for the jury | Latosha: reasonableness is generally for the jury and dual-sensor should be considered | BRK: some product differences are so fundamental that courts can rule as a matter of law | Court: generally a jury question, but here the difference was fundamental—court can decide as a matter of law that the proposed design is a different product |
| Whether affirmance of AEMLD judgment obviates review of other claims | Plaintiffs: if AEMLD reversed, other judgments should be considered | BRK: affirmance renders other issues unnecessary | Court: plaintiffs conceded AEMLD dispositive; having affirmed AEMLD ruling, court affirmed the other judgments too |
Key Cases Cited
- McMahon v. Yamaha Motor Corp., 95 So.3d 769 (Ala. 2012) (explains AEMLD proof requires showing a safer, practical alternative design)
- Waddell & Reed, Inc. v. United Investors Life Ins. Co., 875 So.2d 1143 (Ala. 2003) (standard of review for judgment as a matter of law)
- General Motors Corp. v. Jernigan, 883 So.2d 646 (Ala. 2003) (factors for comparing utility of alternative design vs. actual design)
- Williams v. BIC Corp., 771 So.2d 441 (Ala. 2000) (sequencing appellate review of JMOL vs. other claimed trial errors)
- Brockert v. Wyeth Pharm., Inc., 287 S.W.3d 760 (Tex. App. 2009) (holding a different product is not a permissible alternative design)
- Caterpillar, Inc. v. Shears, 911 S.W.2d 379 (Tex. 1995) (courts should not force product changes that would eliminate useful product categories)
- Theriot v. Danek Med., Inc., 168 F.3d 253 (5th Cir. 1999) (a plaintiff cannot establish a safer alternative by pointing to a substantially different product)
- Linegar v. Armour of Am., Inc., 909 F.2d 1150 (8th Cir. 1990) (discusses trade-offs and consumer choice in marketing safety products)
