677 S.W.3d 228
Ky.2022Background
- Primal Vantage manufactured a tree-mounted two-person ladderstand that required five polypropylene straps to secure it to a tree; it was not designed to be freestanding.
- In 2012 Kevin O’Bryan fell and was seriously injured when the straps securing the stand to a tree broke; he and his then-wife Santé sued Primal Vantage, Dick’s Sporting Goods (retailer), and the landowners (Dennis & Margaret Martin).
- The Martins were dismissed pretrial under KRS 150.645(1) (landowner immunity); claims against Dick’s were dismissed by directed verdict at trial.
- At trial the jury found Primal Vantage liable on failure-to-warn/failure-to-instruct theories, awarded damages to Kevin and loss of consortium to Santé, but allocated 50% fault to Kevin, reducing awards accordingly.
- During trial plaintiffs introduced evidence of 78 other ladderstand incidents; the trial court initially allowed this evidence to be heard, then ruled it inadmissible near the end of trial and did not explicitly admonish the jury to disregard it.
- The Kentucky Supreme Court held the trial court abused its gatekeeping role by permitting the other-incidents evidence, required a new trial on that basis, but affirmed the rulings on jury instructions, apportionment to the Martins, and the directed verdict on design-defect claims.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Admission of other-incidents evidence | Other-incidents were substantially similar or any error was harmless; trial court could defer rulings | Trial court abused gatekeeper role by allowing volume of inadmissible other-incidents, then failing to admonish jury | Abuse of discretion; introduction was not harmless; new trial required (reversed) |
| Jury instructions on failure-to-warn | Instructions misstated Kentucky law / violated "bare-bones" rule | Instructions properly separated negligence and strict-liability theories and were accurate | Instructions were proper; affirmed |
| Apportionment of fault to Martins under KRS 150.645 | Comparative-fault statute allows apportionment even if defendant immune | Landowners have statutory immunity; statute precludes apportionment to persons not within KRS 411.182 categories | Martins properly excluded from apportionment under KRS 150.645; affirmed |
| Directed verdict on design-defect claims | There was evidence of alternative safer designs (stronger steel, chains, Lockjawz) | No substantial evidence of a practicable, safer alternative available at the time | Directed verdict appropriate; insufficient proof of feasible safer design; affirmed |
| Loss-of-consortium offset & prejudicial references to China | Offset and China references were prejudicial/errors | Issues depend on retrial evidence; premature to decide now | Court declined to address these issues as moot or premature |
Key Cases Cited
- Montgomery Elevator Co. v. McCullough, 676 S.W.2d 776 (Ky. 1984) (other-accidents evidence admissible only if substantially similar; trial judge has relevance gatekeeping role)
- Goodyear Tire & Rubber Co. v. Thompson, 11 S.W.3d 575 (Ky. 2000) (abuse-of-discretion standard for evidentiary rulings)
- CertainTeed Corp. v. Dexter, 330 S.W.3d 64 (Ky. 2010) (manufacturer’s duty to warn of known or knowable dangers)
- Ulrich v. Kasco Abrasives Co., 532 S.W.2d 197 (Ky. 1976) (strict liability focuses on product condition; warnings may be part of safe design)
- Nichols v. Union Underwear Co., Inc., 602 S.W.2d 429 (Ky. 1980) (product "defective" includes inadequate warnings; industry compliance relevant)
- Tipton v. Michelin Tire Co., 101 F.3d 1145 (6th Cir. 1996) (explains distinction and overlap between negligence and strict liability in failure-to-warn claims)
- Johnson v. Commonwealth, 105 S.W.3d 430 (Ky. 2003) (jury presumed to follow admonition to disregard evidence)
- Osborne v. Keeney, 399 S.W.3d 1 (Ky. 2012) (prefers "bare-bones" jury instructions but requires correctness and completeness)
