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Waugh v. MORGAN STANLEY AND CO., INC.
966 N.E.2d 540
Ill. App. Ct.
2012
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Background

  • Following a fatal plane crash, multiple wrongful death and contribution actions were filed against flight schools and trainers tied to the pilot, with consolidated discovery in the circuit court.
  • Turek, the pilot, trained with Arr-ow II, Recurrent Training Center, and instructor Levinson; FAA-certified programs and equipment were used, and Turek was deemed proficient prior to the crash.
  • Morgan Stanley and others alleged negligent training by Levinson and Hark, seeking contribution; Garland and Knudson asserted educational-malpractice claims against the same training entities.
  • The trial court granted partial summary judgment dismissing educational-malpractice claims as non-cognizable in Illinois and dismissed related contribution counts.
  • The appellate court consolidated appeals and addressed whether Illinois recognizes educational malpractice and whether the rulings on those claims were correct, as well as Rule 304(a) appellate timing issues.
  • The court ultimately affirmed the trial court, holding that Illinois does not cognize educational-malpractice claims and that the notices of appeal were timely.

Issues

Issue Plaintiff's Argument Defendant's Argument Held
Are educational-malpractice claims cognizable in Illinois? Garland argues the claims allege negligent instruction affecting outcomes. Levinson/Hark argue Illinois does not recognize educational malpractice; claims are ordinary negligence. Educational malpractice is not cognizable; claims dismissed.
Do the pre-crash training claims fall under educational malpractice or ordinary negligence? Plaintiffs contend it is negligent instruction affecting safety. Defendants contend it remains within the educational-malpractice bar. Claims sound in educational malpractice and are barred.
Did the circuit court correctly apply the Rule 304(a) final-judgment timing for appeals? Appellants argue notices were timely under 304(a) amendments. Recurrent challenges the jurisdiction based on timing. Court had jurisdiction; notices timely; cross-appeals proper.

Key Cases Cited

  • Dallas Airmotive, Inc. v. FlightSafety International, Inc., 277 S.W.3d 696 (Mo.Ct.App. 2010) (educational-malpractice claims barred; duty limited to safe instruction)
  • Vancura v. Katris, 238 Ill.2d 352 (2010) (duty analysis not applicable to educational-malpractice bar; education claims barred)
  • Doe v. Yale University, 252 Conn. 641 (2000) (distinction between duty to educate and duty not to cause harm; cognizability depends on duty)
  • Lewis E. v. Spagnolo, 186 Ill.2d 198 (1999) (quality of education is a legislative, not judicial, question)
  • Ross v. Creighton University, 957 F.2d 410 (7th Cir. 1992) (public policy cautions against recognizing educational malpractice)
Read the full case

Case Details

Case Name: Waugh v. MORGAN STANLEY AND CO., INC.
Court Name: Appellate Court of Illinois
Date Published: Mar 1, 2012
Citation: 966 N.E.2d 540
Docket Number: 1-10-2653, 1-10-2662. 1-10-2885, 1-10-3410
Court Abbreviation: Ill. App. Ct.