Patterson Enterprises, Inc. v. Johnson
2012 MT 43
Mont.2012Background
- Patterson hired to build a road near Missoula, with blasting performed by Archie Johnson Contracting (AJC).
- AJC contracted January 2, 2007 to drill and blast rock, while Patterson handled excavation; Pummill was Patterson’s project superintendent/ excavator operator with no blasting/geology background.
- Standard sequence: Patterson clears a pad, AJC drills holes and places explosives, area cleared before detonation, repeated for construction progress.
- February 26, 2007 blast created a rock overhang raising safety concerns among crews; meetings considered safe removal options but opponents opposed extended work time.
- March 1, 2007 Pummill excavated beneath the overhang; excavator became under the overhang when a rock section collapsed, though Pummill was not injured.
- Patterson sued AJC for strict liability and negligence; the district court denied summary judgment on multiple theories and the case proceeded to trial, yielding a jury verdict that Patterson and employees assumed the risk and allocated fault 51% to AJC and 49% to Patterson.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Whether assumption of risk was properly sent to the jury | Patterson—assumption of risk not applicable in strict liability; focus should be on dangerous condition, not Pummill's conduct. | AJC—defense supported; joint enterprise and subjective knowledge facts fit under Restatement §523(Comment d). | Affirmed; assumption of risk to jury was proper. |
| Whether the district court abused discretion by not instructing subjective knowledge from Lutz | Patterson—Lutz subjective standard should guide instruction despite statutory amendment. | AJC—instruction tracking MPI2d 7.06 and §27-1-719(5) is correct; Lutz’ subjective standard not required post-amendment. | No abuse; court instructions were proper and sufficiently covered the law. |
Key Cases Cited
- Lutz v. National Crane Corp., 267 Mont. 368, 884 P.2d 455 (Mont. 1994) (subjective knowledge standard for assumption of risk in product/abnormally dangerous cases)
- Patch v. Hillerich & Bradsby Co., 361 Mont. 241, 257 P.3d 383 (Mont. 2011) (distinguishes when assumption of risk applies in sports/product contexts)
- Matkovic v. Shell Oil Co., 218 Mont. 156, 707 P.2d 2 (Mont. 1985) (extended assumption of risk to strict liability for abnormally dangerous activities)
- Zahrte v. Sturm, Ruger & Co., 203 Mont. 90, 661 P.2d 17 (Mont. 1983) (early articulation of limits on assumption of risk in strict liability contexts)
- Krueger v. General Motors Corp., 240 Mont. 266, 276, 783 P.2d 1340 (Mont. 1989) (background on contributory negligence and standard tests in torts)
