Jana Davidson v. Rockwell International Cor
882 F.3d 180
5th Cir.2018Background
- On May 31, 2011, two employees (Farmer, pilot; Davidson, sensor operator) flew a Twin Commander 690A to investigate recurring cockpit smoke and fumes caused by oil leaking from the aircraft’s air cycle machine (ACM).
- Both plaintiffs had long been aware of prior fume events; Farmer had reported ~50 prior incidents, had urged replacement of the ACM, and knew of health risks from tricresyl phosphate; Davidson had been warned by others and researched the problem.
- During the flight at altitude, oil leakage from the ACM produced smoke and fumes causing irritation and respiratory difficulty; the crew donned oxygen and descended; post‑flight inspection confirmed oil leaking from ACM bearings.
- The ACM had been manufactured/retrofitted by Fairchild Controls; Fairchild stopped ACM manufacture in the 1980s but installed the unit in 2007; the system was FAA‑certified for the aircraft.
- Plaintiffs sued Fairchild (diversity jurisdiction); after transfer to S.D. Tex., the district court granted summary judgment for Fairchild on (1) design‑defect (plaintiffs lacked competent expert proof of a feasible alternative design) and (2) failure‑to‑warn (plaintiffs were knowledgeable users). Plaintiffs appealed; the Fifth Circuit affirmed.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Design‑defect: whether plaintiffs proved a technologically and economically feasible alternative design | Hansen’s expert identified alternatives (oil‑less bearings/foil‑air bearings, sensors, filters, diverters) and cited a 1997 article showing air‑foil bearing use | Fairchild: plaintiffs’ theories were conclusory/hypothetical; the air‑foil theory was waived and, on the merits, Hansen offered no proof of feasibility for the 690A | Summary judgment affirmed — plaintiffs failed to present competent, non‑conclusory expert proof that an alternative design was feasible or in use for that aircraft |
| Failure‑to‑warn: whether Fairchild’s lack of warning proximately caused injury | Plaintiffs argued Fairchild failed to warn of the ACM’s hazard | Fairchild: plaintiffs were knowledgeable users aware of the hazard and its medical consequences; a warning would be superfluous | Summary judgment affirmed — plaintiffs had actual knowledge of the specific hazard; the knowledgeable‑user defense bars recovery |
Key Cases Cited
- Voss v. Black & Decker Mfg. Co., 450 N.E.2d 204 (N.Y. 1983) (plaintiff must show feasible alternative design via expert testimony)
- Kosmynka v. Polaris Indus., Inc., 462 F.3d 74 (2d Cir. 2006) (two methods to prove feasible alternative: prototype/testing or existing designs in use)
- Guarascio v. Drake Assocs. Inc., 582 F. Supp. 2d 459 (S.D.N.Y. 2008) (plaintiff expert in complex design cases must be competent and non‑conclusory)
- Adams v. Genie Indus., Inc., 929 N.E.2d 380 (N.Y. 2010) (alternative designs must be more than theoretically possible)
- Malacara v. Garber, 353 F.3d 393 (5th Cir. 2003) (evidence not referenced in summary‑judgment response is not properly before the district court)
- Liriano v. Hobart Corp., 700 N.E.2d 303 (N.Y. 1998) (knowledgeable‑user and open‑and‑obvious defenses to failure‑to‑warn)
