Lucasey v. Plattner
28 N.E.3d 1046
Ill. App. Ct.2015Background
- Plaintiff (a long‑time real‑estate appraiser) visited defendants’ home to measure exterior dimensions for a bank appraisal and entered the backyard in January 2011. Snow covered the ground and the top of a retaining wall.
- Plaintiff had seen the retaining wall before the accident and acknowledged the drop could cause injury, but while slowly measuring with a tape and watching the tape, he stepped off the top and fell about 5½ feet, suffering a compression fracture.
- Plaintiff sued defendants for negligence, alleging failure to provide a guard/barrier required by building codes and failure to warn, plus that defendants should have foreseen invitees would be distracted or compelled to encounter the hazard.
- Defendants moved for summary judgment, arguing the drop was an open‑and‑obvious danger and neither the distraction nor deliberate‑encounter exceptions applied; plaintiff submitted an expert affidavit invoking building‑code violations.
- The trial court struck the expert affidavit for noncompliance with Ill. S. Ct. R. 191(a) (no supporting documents attached) and granted summary judgment, finding the hazard open and obvious and no applicable exception; plaintiff appealed.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Validity of expert affidavit under Rule 191(a) | Peterson’s affidavit was sufficient; relied on materials elsewhere in the record and public codes | Affidavit failed Rule 191(a) because relied‑upon documents/codes were not attached | Affidavit properly struck for noncompliance with strict Rule 191(a) requirements |
| Whether the retaining wall was an open‑and‑obvious danger | The question should go to a jury because snow/lighting obscured the edge | Condition was open and obvious as a matter of law; plaintiff appreciated the risk | Open and obvious as a matter of law; plaintiff had seen and appreciated the drop |
| Applicability of the distraction exception | Appraisal work distracted plaintiff and made the risk foreseeable to defendants | Plaintiff’s difficulty was self‑created/caused by natural conditions and under his control | Distraction exception inapplicable—plaintiff was not distracted in the legal sense; he was actively looking and in control of the measuring task |
| Applicability of the deliberate‑encounter exception | Economic necessity of completing the appraisal compelled plaintiff to encounter the danger | Plaintiff chose time and method of appraisal; risk could be avoided by simple precautions | Deliberate‑encounter exception inapplicable—no economic compulsion that left no reasonable alternative |
Key Cases Cited
- Robidoux v. Oliphant, 201 Ill. 2d 324 (affidavits in summary‑judgment context must strictly comply with Rule 191)
- Bruns v. City of Centralia, 2014 IL 116998 (open‑and‑obvious doctrine and duty analysis factors)
- LaFever v. Kemlite Co., 185 Ill. 2d 380 (deliberate‑encounter exception; economic compulsion context)
- Bucheleres v. Chicago Park District, 171 Ill. 2d 435 (open‑and‑obvious rationale that persons are expected to appreciate and avoid obvious risks)
- Ward v. K mart Corp., 136 Ill. 2d 132 (distraction exception overview)
- Alqadhi v. Standard Parking, Inc., 405 Ill. App. 3d 14 (distinguishing cases where poor visibility creates a factual dispute on obviousness)
- Preze v. Borden Chemical, Inc., 336 Ill. App. 3d 52 (failure to attach relied‑upon documents to affidavit is fatal)
