PHI, Inc. v. Derek LeBlanc and American Interstate Insurance Company
13-14-00097-CV
Tex. App.Jan 20, 2015Background
- This is PHI, Inc.'s reply brief on appeal following a Calhoun County, Texas jury verdict for plaintiff Derek LeBlanc arising from a helicopter accident (tail assembly failure, emergency water landing, then flotation-system failure and rollover).
- Key factual sequence: tail rotor/assembly failure → violent nosedive and emergency water landing → helicopter floated then inverted/rolled over after flotation hoses were misconnected → plaintiff rescued after delay and claimed physical injuries and mental anguish.
- PHI contends multiple potential causes and intervening events (violent descent vs. post-landing rollover/water events) make causation for claimed injuries uncertain and indivisibility unproven at trial.
- PHI challenges: legal sufficiency of causation finding, trial court’s refusal to submit a design-defect question regarding Apical’s flotation system, charge errors about damages tied to the “occurrence in question,” sufficiency of past medical expense evidence, and denial of a $95,000 settlement credit (maritime-law waiver dispute).
- PHI asks this Court to reverse and render a take-nothing judgment or, alternatively, reverse and remand for new trial or partial reversal (e.g., as to past medical expenses and settlement credit).
Issues
| Issue | Plaintiff's Argument | Defendant's Argument (PHI) | Held (as urged by PHI in this brief) |
|---|---|---|---|
| Legal sufficiency of causation finding | LeBlanc: the crash, inversion, and wait to be rescued constitute an indivisible injury so proximate causation can be imputed to PHI | PHI: insufficient evidence ties injuries specifically to post-landing rollover; plaintiff waived charge objection about indivisibility; under charge given, evidence is legally insufficient | PHI urges reversal and rendition because evidence is legally insufficient under the charge actually given |
| Waiver / measurement against jury charge | LeBlanc: court should consider an alternative instruction treating events as one indivisible occurrence | PHI: LeBlanc failed to preserve objection to the trial court’s definition of "occurrence in question," so sufficiency must be measured against the charge given | PHI asserts error preserved by waiver rule requires reversal if charge-based sufficiency lacking |
| Design-defect submission re: Apical flotation system | LeBlanc: no evidence of defect, safer alternative, or unreasonable danger; defect was open and obvious | PHI: evidence (expert testimony and FAA/NTSB observations; subsequent design change by Apical) showed a feasible, safer alternative and unreasonable risk; trial court erred by subsuming design-defect into negligence | PHI argues the court should have submitted the design-defect question and requests remand for that error |
| Past medical expenses & settlement credit | LeBlanc: award of past medicals and denial of PHI’s $95,000 settlement credit were proper; maritime law applies | PHI: much of awarded medicals unpaid or not shown legally payable by plaintiff under Texas law; LeBlanc expressly disavowed maritime law in pleadings so he waived it; PHI entitled to $95,000 credit | PHI requests reversal and rendition as to past medicals (or partial reversal) and a $95,000 credit; urges reversal of judgment if credits/medicals not corrected |
Key Cases Cited
- Coats v. Penrod, 61 F.3d 1113 (5th Cir. 1995) (multiple negligent acts combined to cause a single injurious event).
- Osterberg v. Peca, 12 S.W.3d 31 (Tex. 2000) (sufficiency of the evidence measured against the charge given absent proper objection).
- In re B.L.D., 113 S.W.3d 340 (Tex. 2003) (preservation of error requires specific objection to charge).
- Thota v. Young, 366 S.W.3d 678 (Tex. 2012) (same; need for specific trial objections to preserve charge error).
- Timpte Industries, Inc. v. Gish, 286 S.W.3d 306 (Tex. 2009) (open-and-obvious defect and role of warnings in strict liability/design-defect analyses).
- Haygood v. De Escabedo, 356 S.W.3d 390 (Tex. 2012) (Texas limits on recoverable medical expenses — must be paid or legally obligated to be paid).
- General Chem. Corp. v. De La Lastra, 852 S.W.2d 916 (Tex. 1993) (party may waive application of maritime law).
- Niche Oilfield Servs., LLC v. Carter, 331 S.W.3d 563 (Tex. App.—Houston [14th Dist.] 2011) (choice-of-law pleading can implicate maritime law; distinguishable per PHI).
- Landers v. East Tex. Salt Water Disp. Co., 248 S.W.2d 731 (Tex. 1952) (examples of successive causes vs. single combined occurrence).
- Goodyear Tire & Rubber Co. v. Edwards, 512 S.W.2d 748 (Tex. Civ. App. — Tyler 1974) (defendants’ negligence must combine to cause a single indivisible injury for joint liability under Restatement §433A).
