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158 So. 3d 732
Fla. Dist. Ct. App.
2015
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Background

  • Shirley Baker sued R.J. Reynolds Tobacco Co. for Elmer Baker's death, asserting negligence, strict liability, concealment, and conspiracy.
  • The jury found Reynolds was not a legal cause of Baker's death; Baker sought a new trial arguing the verdict was internally inconsistent.
  • Engle I findings were later given res judicata effect in Engle III, with the class-certified findings tied to conduct elements of liability.
  • At trial, the court instructed that Engle findings could bind if Baker was an Engle class member, and provided a verdict form linking class findings to causation questions.
  • The verdict form asked whether Baker was addicted and whether addiction and other Engle findings were legal causes; the jury answered yes to addiction but no to all causation questions, prompting the appeal.

Issues

Issue Plaintiff's Argument Defendant's Argument Held
Whether the verdict was internally inconsistent Baker argues Engle class membership required causation findings against Reynolds. The inconsistency results from invited error and the plaintiff's instructions. Waived; no reversible error due to invited-error doctrine.
Whether post-Engle/Douglas changes apply retroactively Douglas requires addiction-based causation to be established once Engle class is found. Douglas not retroactive absent timely trial objection. Not retroactive; Douglas not applied due to lack of preservation.
Whether plaintiff preserved the issue for appellate review Plaintiff preserved error by requesting Engle-based instructions. Failure to object estops appellate review of the alleged inconsistency. Waived; plaintiff failed to preserve the issue; invited error doctrine applies.
Impact of Engle findings on post-Engle liability framework Engle findings should establish conduct and causation elements for Engle progeny claims. Remaining elements must be proven post-Engle; the jury was properly instructed. Not dispositive; the issue was forfeited by lack of preservation.

Key Cases Cited

  • Engle v. Liggett Group, 672 So.2d 39 (Fla. 3d DCA 1996) (Engle I: phase I findings later restrained by Engle III)
  • Engle v. Liggett Group, 945 So.2d 1246 (Fla. 2006) (Engle III: res judicata effect of phase findings)
  • R.J. Reynolds Tobacco Co. v. Martin, 53 So.3d 1060 (Fla. 1st DCA 2010) (Engle findings as conduct elements; causation implications)
  • Brown v. R.J. Reynolds Tobacco Co., 611 F.3d 1324 (11th Cir. 2010) (scope of Engle Phase I findings; issue preclusion concerns)
  • Douglas v. Philip Morris USA, Inc., 110 So.3d 419 (Fla. 2013) (legal causation in Engle-progeny cases; addiction as causation element)
  • Fuller v. Palm Auto Plaza, Inc., 683 So.2d 654 (Fla. 4th DCA 1996) (invited error rule; waiver of objections)
  • Gupton v. Village Key & Saw Shop, Inc., 656 So.2d 475 (Fla. 1995) (waiver when party invites error)
  • Jenkins v. State, 380 So.2d 1042 (Fla. 4th DCA 1980) (objection timing requirement in trial court)
  • Insko v. State, 969 So.2d 992 (Fla. 2007) (waiver and invited error considerations)
  • Dial v. State, 922 So.2d 1018 (Fla. 4th DCA 2006) (invited error and waiver principles reiterated)
  • Papcun v. Piggy Bag Disc. Souvenirs, Food & Gas Corp., 472 So.2d 880 (Fla. 5th DCA 1985) (waiver for defects in verdict forms not fundamental)
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Case Details

Case Name: Shirley B. Baker, Personal Representative of the Estate of Elmer P. Baker v. R. J. Reynolds Tobacco Company
Court Name: District Court of Appeal of Florida
Date Published: Feb 18, 2015
Citations: 158 So. 3d 732; 2015 WL 671192; 2015 Fla. App. LEXIS 2179; 4D13-570
Docket Number: 4D13-570
Court Abbreviation: Fla. Dist. Ct. App.
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    Shirley B. Baker, Personal Representative of the Estate of Elmer P. Baker v. R. J. Reynolds Tobacco Company, 158 So. 3d 732