United Scaffolding, Inc. v. James Levine
537 S.W.3d 463
| Tex. | 2017Background
- On Dec. 26, 2005 James Levine (Valero employee) fell through a hole in a scaffold at Valero’s Port Arthur refinery; he sued United Scaffolding, Inc. (USI), alleging the scaffold was improperly assembled and not secured.
- USI built the scaffold about a week earlier under an ongoing contract; Valero policy and OSHA required a competent-person inspection and a tag before worker use; USI typically inspected and updated tags when Valero requested use.
- First trial (2008): jury returned a general-negligence verdict finding USI 51% responsible; trial court granted a new trial; multiple mandamus proceedings followed before the second trial occurred.
- Second trial (2014): court again submitted only a general-negligence question (no premises-liability elements); jury found USI 100% liable and awarded almost $2M; USI moved for JNOV arguing the claim actually sounded in premises liability and general-negligence findings could not support recovery.
- The Texas Supreme Court held that Levine’s claim in substance was premises liability (scaffold condition left on premises) and that submitting only a general-negligence question (without premises-liability elements) cannot support recovery; it reversed and rendered judgment for USI.
Issues
| Issue | Plaintiff's Argument (Levine) | Defendant's Argument (USI) | Held |
|---|---|---|---|
| Whether Levine’s claim was premises liability or ordinary negligence | Levine argued his claim was ordinary negligence because USI had relinquished control of the scaffold before the accident | USI argued the claim sounded in premises liability because USI retained a right to control the scaffold and thus owed premises duties | Held: Claim sounds in premises liability; injury arose from a physical condition (unsecured plywood/hole) and evidence + pleadings show USI retained sufficient right to control the scaffold, so premises elements were required |
| Whether a general-negligence submission can support recovery in a premises-defect case | Levine argued submission was proper and USI waived any charge objection by not objecting or by requesting similar charge in the first trial | USI argued general-negligence findings are immaterial in a premises-defect case and plaintiff waived the premises claim by failing to request premises elements/obtain findings | Held: A simple general-negligence question without Corbin premises elements cannot support recovery in a premises-defect case; Levine waived the premises claim by not obtaining required findings |
| Whether USI waived or invited error / preserved complaint about the charge | Levine argued USI waived by not objecting and invited error by requesting the negligence question in the first trial | USI argued it had no duty to object to a claim-omission, did not invite error in the second trial, and preserved the issue via JNOV motion citing Olivo | Held: USI did not waive or invite the error in the second trial and preserved the submission complaint by moving for JNOV; defendant need not correct plaintiff’s omission of a necessary theory |
| Reviewability of the trial court’s new-trial order by direct appeal after retrial | Levine argued new-trial orders are reviewed via mandamus and USI waited too long; appellate court said appeal not permitted after merger into final judgment | USI urged that direct appellate review after final judgment should be available | Held: Court declined to decide this question as disposition on the submission issue afforded USI full relief |
Key Cases Cited
- Corbin v. Safeway Stores, Inc., 648 S.W.2d 292 (Tex. 1983) (elements required to prove premises-liability defect)
- Clayton W. Williams, Jr., Inc. v. Olivo, 952 S.W.2d 523 (Tex. 1997) (a premises-defect case improperly submitted only as general negligence requires rendition when plaintiff fails to obtain required findings)
- Sampson v. Univ. of Tex. at Austin, 500 S.W.3d 380 (Tex. 2016) (distinguishing negligent activity from premises defect and treating slip/trip/fall as premises-defect claims)
- Occidental Chem. Corp. v. Jenkins, 478 S.W.3d 640 (Tex. 2016) (premises-liability is a branch of negligence; duty analysis depends on activity vs condition and ownership/control)
- Del Lago Partners, Inc. v. Smith, 307 S.W.3d 762 (Tex. 2010) (negligent-activity and premises-defect are distinct theories; plaintiffs cannot plead around higher premises standards)
- Keetch v. Kroger Co., 845 S.W.2d 262 (Tex. 1992) (slip-and-fall from a condition is premises liability where no contemporaneous activity caused the injury)
- Redinger v. Livingston, Inc., 689 S.W.2d 415 (Tex. 1985) (general contractor in control may be liable like owner/occupier)
- Torrington Co. v. Stutzman, 46 S.W.3d 829 (Tex. 2000) (general-negligence findings immaterial when premises-defect elements are omitted)
