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Collins v. National Railroad Passenger Corp.
9 A.3d 56
Md.
2010
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*1 9 A.3d 56 Michele COLLINS

v. CORP. RAILROAD PASSENGER NATIONAL 143, Sept. Term, 2009. No. Appeals Maryland.

Court of

Dec. *5 Darby (Guy P. Matthew M. Albertini and H. David Leiben- Berman, Sobin, Gross, LLP, sperger of Feldman Darby, & Towson, MD), brief, on for petitioner/cross-respondent. (Daniel Setliff, B.

Stephen Caplis Goldberg W. Turner & Holland, P.C., Baltimore, MD), brief, for respondent/cross- petitioner. BELL, C.J., HARRELL, BATTAGLIA,

Argued before GREENE, MURPHY, BARBERA, ADKINS and JJ.

GREENE, J. jury are asked to determine whether We instruction in a suit to the proposed by plaintiff brought pursuant (“FELA”), Liability §§ Act 51- Employers’ Federal U.S.C. (“Petition- (2006), improperly denied. Michele Collins “Collins”) brought survivorship wrongful er” death against Passenger Corporation actions the National Railroad “Amtrak”) (“Respondent” or that Amtrak’s alleging caused the death of her husband and former Amtrak employ- (“Decedent” Collins”). ee, Robert or “Mr. Collins Mr. Collins assignment was electrocuted while on to take read- alignment ings span of overhead electrical wires on a of railroad track. trial, solely At Amtrak contended that Mr. Collins was respon- injuries sible for his fatal because he mounted the roof of a work vehicle and came into contact with an wire energized any specific absent order to do so and in violation of a trial, company proposed rule. At Collins explaining against negli- that Amtrak could not defend gence by asserting claim that the Decedent had assumed FELA injury. Although expressly risks of his bars the as- defense, sumption injected by of risk it was into the trial Amtrak; therefore, the trial judge by abused his discretion providing cautionary instruction.1 shall Accordingly, we reverse and remand for a new trial. instruction”, phrasing referring "cautionary adopt to a we When cases, Employers’ Liability e.g. used federal courts in Federal Act see

I. *6 17, 2005, February working On Mr. Collins was his normal shift, a.m., 10:00 weekday p.m. 6:00 as an Electrical Trac- tion Lineman based out of Perryville, Maryland, Amtrak’s facility. maintenance Mr. employed Collins had been Department Electrical Traction for approximately eight years. (“the He was a member of a crew of five men “D- crew” or 126”) foreman; including: the crew Operator; the Cat Car2 Lineman; an Electric Traction and an Electric Traction Line- man Trainee. job Mr. Collins’s involved routine maintenance of the electrical catenary system3 along Amtrak’s northeast corridor, specifically the Perryville section between and Balti- more, Maryland. a.m.,

Around 3:40 the crew was directed to conduct align- ment readings catenary of the system recently on a serviced section of track. The electricity remained on while the read- taken, ings were so the crew foreman a safety conducted briefing to working discuss under the energized wire. The R.R., 1309, Taylor (9th Cir.1986) Burlington v. N. 787 F.2d 1316 and we meaning

understand the to be an instruction that clarifies the distinc- contributory negligence. tion between of risk and For Co., example, Burlington in Sauer v. Northern R.R. 106 F.3d (10th Cir.1996) approved following the Tenth language Circuit as an appropriate cautionary instruction: You part plaintiff, find on the however, simply request because he acceded to the or direction of the responsible representatives employer danger- of his that he work at a job, dangerous place, ous or in a or under unsafe conditions. (10th Cir.1996) omitted); (quotations F.3d and citations (3d Operations, accord Fashauer v. N.J. Transit Rail 57 F.3d Cir.1995); Co., 206, 209-10, (9th Jenkins v. Union Pac. R. 22 F.3d Cir.1994); (7th Cir.1989). Transp., Gish v. CSX 890 F.2d vehicle, colloquial "Cat Car” is the catenary term for a maintenance 2. diesel-powered which is a rail car that is used to assist crews in the taking alignment readings along the railroad track. The crew routinely along perform rode these cars the railroad to their mainte- nance duties. catenary system provides The electrical current to electric trains through a series of overhead wires which run above the railroad tracks. was record- the crew foreman taken and while readings were men wit- assignment, during collected ing the data then a on flash, thump explosion, heard bright nessed a the roof of in flames on Boone found Mr. Collins the roof. Mr. burns fatal electrical Collins suffered the Cat Car. Robert the roof railing an electrified into contact with coming after the Cat Car. the roof of the Cat Decedent mounted It presumed physical manually pantograph,4 tie down Car to injuries fatal Decedent sustained his indicated that evidence method used crew was a “Stomping” “stomping.”5 while Division to commu- Amtrak’s Mid-Atlantic South members of needed pantograph operators nicate to Cat Car a crew member required method lowering. “stomping” *7 stomp portion and to on the roof of the Cat Car atop climb trial, At directly operator.6 above of the roof that was a member had to break testified that crew Amtrak officials rule, employees requires which company’s “three-foot” catenary system, distance from the three feet of maintain cross-examination, method. On stomping to use the order equipped pantograph, which is with 4. The roof of the Cat Car catenary system. When wire of the to the overhead contact raised wire, energized pantograph becomes electri- contact attached to an de-energized only when it is cally charged. pantograph becomes pantograph be tied catenary wire. Before a can from the unattached down, requires pantograph, operator must lower the which the Cat Car operator the Cat Car to communicate to a crew member lowering. crew used two methods of pantograph Decedent’s needs communication, ''stomping” Car or namely on the roof of the Cat yelling. injuries groin The Court to his area. suffered severe burn Decedent presumption physical evidence Special Appeals accepted the that the stomping engaging practice of when he suggested was in the Decedent Md.App. Passenger Corp., 187 Nat’l R.R. was electrocuted. Collins v. (2009). is no that the There contention 978 A.2d presumption. this presented at trial rebutted evidence directly operator was within above the Cat Car part of the roof 6. The therefore, pantograph, crew member had to straddle three feet of the bar, pantograph, to safely within three feet of the which was located stomp roof. on the Amtrak officials conceded awareness of “stomping” meth- od, but acknowledged that it did not bar the practice. trial,

During Amtrak officials and Decedent’s fellow crew members testified about Decedent’s work experience, safety training, his decision not to invoke Amtrak’s Right of Refusal policy.7 Collins offered an instruction on the inapplicability of the assumption of risk defense “because of the potential overlap with of risk and contributory comparative negligence---- might What happen is that \f\ they say they could believe there, Mr. Collins standing he knew that the pantograph took, was energized you and he know, the classic voluntary assuming, getting close to the pantograph job.” to do his

Collins’s proposed instruction No. 17 stated: (sic) § 45 U.S.C. 54 of the Federal Employer’s Liability Act provides in pertinent part

In any brought action against any common carrier under or by virtue any of the provisions of this chapter to recover damages injuries for ... any employees, its such employee shall not be held to have assumed the risks of his employment where such injury ... resulted whole or in part from the negligence any officers, agents or employees of such carrier....

Assumption of risk is not a proper defense in a FELA action and as such it not be in any way considered reaching your decision. *8 §

45 U.S.C. 54[J The trial judge denied Collins’s proposed jury instruction. According to the trial judge, the evidence inject did not assumption case; of therefore, risk into the an assumption of risk instruction would have only confused jury the on the issue of contributory negligence. jury returned a verdict in favor of Amtrak at the conclusion of a five-day trial. Right

7. Under Amtrak’s policy, employees of Refusal may decline to particular work under they circumstances if feel that the work cannot completed safely. be 226 Special Appeals, to the Court of subsequent appeal

In her was from ample that “there evidence Petitioner contended have, did, improperly most jury likely the could which recover that should not be- [Petitioner] draw the conclusion the risk of the incident.” Col- cause assumed [the Decedent] 295, 307, 187 Passenger Corp., Md.App. R.R. 978 lins v. Nat’l 822, filed a condi- Amtrak (Md.Ct.Spec.App.2009). A.2d appellate that the intermediate cross-appeal requesting tional City’s for denial of review the Court Baltimore court Circuit should it decide to reverse the judgment Amtrak’s motion for Appeals The Court judgment. Special Court’s Circuit that judgment, cautionary the instruc- agreeing affirmed all of the evidence tended to necessary tion was not because of risk. assumption not implicate Collins, 315-16, 978 at 834. Collins filed at A.2d Md.App. and asked: for a of certiorari this Court petition writ case of Appeals, in this first Special

Whether Court rule impression [8] in FELA cases that a Maryland, erred jury not instruction applying stating majority minority majority to We not cast decision relative or rule do our analysis dichotomy. law our of federal case reveals no such because Rather, fact-specific holdings opinions show on instruc federal issue, employee’s injury: which the whole context of the tion consider orders, dangerous specific knowledge general or whether there were risk, conditions, alternatives, extraordinary ordinary customary safe or rules, policy, operating opt-out exercise or evi deviation from of an Operations, v. generally of choice. Fashauer N.J. Transit Rail dence See Inc., Cir.1995) (3d (holding 57 F.3d that an was required jury would not raised trial and the not because it was defense); sponte v. Union Pac. R.R. have sua considered Jenkins Co., Cir.1994) (9th (holding 22 F.3d 206 that an instruction was conflicting an required because was evidence of whether order there Co., Burlington general); Taylor 787 F.2d was direct or v. N. R.R. (9th Cir.1986) required (holding 1316-17 instruction was not employee that the because the railroad wanted to introduce evidence job” allow performed "not have and the court did not should risk); be it evidence to introduced because indicated Co., (10th Cir.1981) Joyce Atlantic 651 F.2d v. Richfield that, Act, FELA, analogous (holding an instruction under the Jones charge given accep required focused on because omission); dangerous negligent of a condition and not act tance Co., (7th Ry. Chesapeake F.2d Heater v. and Ohio Cir.1974) (noting the risk that an instruction should

227 assumption of the risk is not a given defense should be where there is any danger that the defense was explicitly or implicitly by evidence, raised and in doing so erroneous ly affirmed the decision of the trial court not to give instruction in this case.

Amtrak filed a cross-petition for certiorari and presented question: this

Whether the Court of Special Appeals erred not review- ing and not overturning the trial court’s denial of Amtrak’s motion for judgment as the decedent was the sole cause of injuries. granted We both petitions. Collins v. Nat’l R.R. Passenger 598, 411 Corp., (2009). Md. 984 A.2d 243 We hold that a portion notable of the evidence presented by Amtrak addressed elements relevant to the defense as- sumption of risk and not necessarily relevant to contributory negligence. Amtrak’s evidence drew attention to the volun- tary nature of Decedent’s encounter with the electrified equip- ment and his choice to mount car, the roof of the train both of which would be ancillary to a contributory negligence analysis, requires which proof act, of a act, careless or failure to beyond knowledgeable acceptance dangerous Thus, of a condition. given have been constitute reversible error when com error); Lines, Inc., bined with other substantial Rivera v. Farrell 474 255, (2d Cir.1973), denied, 822, 122, F.2d 258 cert. 414 U.S. 94 S.Ct. 38 (1973) Act, (holding, FELA, L.Ed.2d 55 analogous under the Jones required that an instruction was because knowledge evidence of dangerous existing conditions duty” in the "line of and carelessness comprised defense); Co., 591, the entire Clark v. Pa. R.R. 328 F.2d (2d Cir.1964) (holding it was not error to refuse an of the risk instruction because it would have "water[ed] down or even elimi Co., nate[d]” the contributory negligence); issue of Koshorek v. Pa. R.R. (3d Cir.1963) 318 F.2d (holding that an instruction was required employee because the testified to awareness of harmful dust

particles jobsite at his and the circumstances of the case called for a "careful distinction” between risk and negligence); Hamrock Corp., v. Consol. Rail Ill.App.3d Ill.Dec. 501 N.E.2d (holding that an instruction required plaintiff put because performing evidence of a "dan gerous job under customary orders and in the manner without safe alternatives”). *10 to the necessary jurors was instruct cautionary instruction the risk conclude that Mr. Collins assumed they may that to the law they apply applicable of and that were injuries his they if found first that Amtrak only to negligence that Mr. Collins’s negligent, secondly and not harmless injury. to fatal error was contributed his the risk if the found that Decedent had assumed jury because by voluntarily choosing energized to under injuries of work and lines, negated duty operated determination Amtrak’s that Further, recovery. we shall complete as a bar to Petitioner’s failing not err in the court did appellate hold that intermediate cross-appeal, to the issue raised Amtrak’s conditional reach that decision affirm light it was moot of court’s to because We shall reverse the judgment the Circuit Court. Special Appeals the of and direct that court of Court judgment for of purposes to the to Circuit Court a new remand case trial.

II. of the abuse of discretion standard review apply We proposed jury trial denial considering judge’s when of State, 180, 186, 414 A.2d Sidbury See v. Md. 994 instruction. (2010) 948, that decision of whether to (stating give 951 “[t]he the discretion of the instructions within sound supplemental and not be disturbed on absent a clear judge appeal trial will discretion.”) State, 217, 237, Md. (citing Roary v. 385 abuse State, (2005)). 1106 In v. 347 Md. Gunning A.2d 351-52, (1997), reiterated that A.2d we ... of trial is a matter of the decision the court “[w]here on on a clear except discretion it will not be disturbed review is, discretion, manifestly of abuse of discretion showing unreasonable, grounds, on untenable or for unten exercised judge by assessing A trial able reasons.” exercises discretion a particular the at trial warrants produced whether evidence to that evidence legal principles applicable instruction Therefore, the parties. to theories the onus is on jury trial and ensure instructions judge discern to the case. encompass applicable substantive law While judge’s ruling, improper we defer to the trial exercise in revers party discretion cause and result prejudice to Bell, 27, 33-34, A.2d ible Flores v. Md. error. Cf. (2007) complaining (noting upon 719-20 that the burden is prejudice and error that party probability show both “manifestly substantially injurious”). is both wrong analysis three to our requisite components

There are proposed incorpo of whether the instruction should have been (1) jury: requested rated into the ultimate to the charge law; exposition must be a correct applicable law evidence particular must have been to the *11 (3) requested before the and jury; the substance of the not instruc fairly by instruction must have been covered the Jewelers, v. actually given. Wegad tions See Howard Street Inc., 409, 414, 123, (1992) 326 (noting Md. 605 A.2d 126 the 2-520(c) impact of Rule on the third Maryland component State, 187, 197-98, analysis); the see 404 946 Dickey v. Md. (2008) 444, A.2d 450-51 (holding requirements the same arise 4—325(c)); from the criminal law Md. Rule accord counterpart 55, Hamrock v. Corp., Ill.App.3d Consol. Rail 151 103 Ill.Dec. 736, 1274, (1986) 501 N.E.2d 1279 that “a court’s (stating charge ... only will be deemed proper adequately where it and correctly covers the requested substance the instruc tions and to is fair both parties”). Maryland,

In litigants are entitled to have their theory of case presented jury, the to the provided theory the exposition is a correct of the and is supported by law the 414, evidence. Wegad, 326 Md. 605 (citing A.2d at 126 Pickett, 186, Sergeant 194, 651, Co. v. 285 Md. A.2d (1979)). Consequently, a FELA case a litigant is entitled to some defense, assurance that a by abolished the governing statute, will not be jury. considered the The use of instructions, negative i.e. instructions the should ‘not’ doctrine, should, hinge its resolution on an inapplicable howev er, given only be when necessary. Ellsworth v. Lin Sherne Inc., 581, 599-600, (1985) gerie, Md. 495 A.2d negative when a instruction judges determine

(indicating deliberations). jury’s harmful the helpful will be not case, actually given by the In the instruction present of risk nor trial did not reference judge involving FELA cases inapplicability the doctrine task, therefore, is to determine whether action.9 Our to the evidence proposed applicable presented instruction was Co., & Tel. Chesapeake also v. Potomac at trial. See Fearnow (stating any one “[i]f 342 Md. 676 A.2d met, will court’s the test is we affirm trial part of instruction”). review part for As our request denial of the instruction to applicability proposed of Collins’s evidence, consider that the absence of probability we jury’s deliberations. impacted III. focus on Decedent’s

Petitioner contends that Amtrak’s face of a voluntary dangerous action knowledge carelessness, condition, to the implicitly appealed rather than In Re- response, of risk. forbidden defense cause of fatal spondent argues that Decedent the sole no order to mount the roof of the injury gave because Amtrak car, dangerous, and he must have known it was Decedent therefore, wire; energized the instruc- chose to encounter the *12 and applicable sufficient. negligence tion If, at exclu- as the evidence adduced trial Respondent argues, from sively injury Decedent’s fatal resulted implicated that employer to conditions that the carelessly adding dangers new maintained, there have been no abuse negligently would If the evi- proposed in instruction. denying discretion however, dence, voluntary, knowledgeable to show tended necessarily acceptance of a condition encountered dangerous (as perceive we perform employment the duties of concluded, agree, Special Appeals we 9. The Court fairly proposed of law and was not "was a correct statement instruction 6, Collins, 308, Md.App. fn. by the other 187 covered instructions.” 830, 6. 978 A.2d at fn.

231 reveal) judge record to abused his by denying discretion the instruction.

Upon review of federal case interpreting law 45 U.S.C. 54,10 trial, § instructions, the evidence adduced at the jury sheet, the verdict and in light applicable of the standard of review, we hold that there was error in omitting instruction on the inapplicability of the assumption risk affirmative prejudiced defense and that the error Petitioner.11 Assumption A. An of Risk Defense Prohibited 1906, FELA, In Congress enacted a broad remedial frame- work addressing recovery injured for railroad workers.12 See Atchison, Co., Buell, Topeka 557, & Santa Fe Ry. v. 480 U.S. 10. explicitly of risk doctrine is addressed in the Federal ("FELA”), Employers’ (2006), Liability §§ Act 45 U.S.C. 51-60 a federal statute; therefore, we consider federal substantive law in addition to Maryland Rules of Civil Procedure and related case law in our analysis Dickerson, of the Ry. issue. St. Louis Sw. Co. v. 409, 411, 1347, 1348, U.S. 105 S.Ct. 84 L.Ed.2d matter, (stating general adjudicated "[a]s a FELA cases in state courts rules, subject procedural are to state governing but the substantive law federal”); them is Transp., Bickerstaff, see also CSX Md.App. Inc. v. 187, 241, (2009). 978 A.2d This Court looks to the decisions courts, interpret the federal application which of FELA's aboli- tion of the affirmative Ry. defense of of risk. See S. Norfolk Sorrell, 158, 166, 799, 805, v. 549 U.S. 127 S.Ct. 166 L.Ed.2d (2007). Harris, P.A., 310, 319, 11. See v. Harris David S. 310 Md. 529 A.2d (1987) (stating perceived that "unless it is that the error causes the injury merely there can be no reversal because there is error. 'We have injury, prejudice litigant, defined or to the as error that influenced the ”) (citation omitted). outcome of the case.' Liability under pertinent FELA is described part: Every by common engaging carrier railroad while in commerce ... damages any person shall be liable in suffering injury while he is commerce, employed by or, such carrier in such in case of the death employee, of such personal representative, to his or her for the surviving benefit of the injury widow ... for resulting such or death part officers, in whole or any from the agents, carrier, employees or of such any reason of defect or insuffi- cars, ciency, negligence, due to its engines, appliances, in its machin- track, roadbed, works, boats, ery, wharves, *13 equipment. or other (2006). § 45 U.S.C. 51

232 563, 1410, 1414, (explain- 571 562, 94 L.Ed.2d 107 S.Ct. FELA to a remedial provide intended ing Congress that and to eliminate several employees for railroad framework liability); v. River defenses to tort Green common law cf. Cir.1985) (6th Co., 805, (noting 763 F.2d 806 Ry. Terminal FELA of liberally provisions construe that courts should in of the remedial employees light railroad injured in favor of statute). objective of the FELA, of of the doctrine passage

At the time of ... because of “applied generally risk was assumption of employee’s compensation theory of the acceptance and that he position risk to his the added upon was based Tiller, Atl. Coast Line he ex. v. quit pleased.” could when 444, 448, 610, Co., 54, 61, L.Ed. 63 S.Ct. R.R. 318 U.S. (1943). doctrine, however, distinct practically was never overlap and so the “became from Tiller, 63, 318 U.S. at 63 S.Ct. litigation.” endless subject of abrogated In Congress L.Ed. at 615. at brought pursuant cases risk defense from assumption of jury instruction for proposed extracted her FELA. Petitioner of the statute: language use at trial from the employment of Assumption § 54. of risks carrier under or any common any brought against In action to recover chapter of this by any provisions of virtue to, of, its any employ- the death injuries for or damages ees, be held to have assumed shall not employee such or any injury case where such employment his risks of from the part in whole or death resulted carrier; officers, of such employees or agents, any the risks of held to have assumed employee and no shall be such where the violation any case employment safety enacted for any carrier of statute common em- death of such injury to the contributed employees ployee. Tiller, added); at see 318 U.S. (emphasis § U.S.C. Congress intend- (explaining at 612 87 L.Ed.

S.Ct. assump- every vestige § 54 to abolish ed for 45 U.S.C.

233 FELA). arising tion of risk defense from all claims under in abolished the doctrine of of risk Congress assumption FELA acknowledge cases because the doctrine failed to that employers, not controlled See employees, working conditions. Tiller, 65, 450, (noting 318 U.S. at 63 S.Ct. at 87 L.Ed. at 617 Judiciary Committee’s that the doctrine of Senate belief of risk unsuited for contemporaneous econom- activities). ic means,

Assumption of risk employee’s common law an “[a]t voluntary, knowledgeable acceptance dangerous of a condition ” that him necessary is for perform Taylor, duties.... 68, (citing § 787 F.2d at 1316 Prosser and Keeton on Torts (W.P. ed.1984)). 480-81 Keeton 5th The effect of the amend- FELA ment to is that a statutory employer may longer no escape liability deviating duty for from the of care owed to employees by urging employee that was aware of the dangers might that befall him or her but employ- undertook in spite ment of those dangers exchange compensation. for An employee’s employment the risk of the environment no longer presumptively implied is from the of an employment terms contract and the may defense not be employee’s used to bar an recovery under the Act.

FELA statute, thus, is a comparative negligence a recovery may only claimant’s be upon showing reduced a contributory negligence.13 § 45 U.S.C. “Contributory 53. ... negligence complete is not a bar to a plaintiffs recovery but, rather, operates to diminish the recovery proportion to parties’ comparative fault.” Butynski Springfield v. Ter (1st Cir.2010) (citation omitted). minal Ry., F.3d “Contributory ... a negligence is careless act or omission on the plaintiffs part tending to add new dangers to conditions employer that the negligently permitted created or to exist.” Taylor, (citing 787 F.2d at 1316 Prosser and Keeton on Torts 65, 451-52). Therefore, § if the defendant employer a law, Maryland plaintiffs negligence "[U]nlike under does bar damages claim for Transp., under FELA.” CSX Inc. v. Richard Bicker al„ 187, (2009). Md.App. et 978 A.2d staff em- plaintiff evidence that the alleges

FELA case sufficient an undue of harm in conduct that caused risk ployee engaged herself, should be instructed to himself or then any employee of fault to the so percentage apportion “The appropriately can then be reduced. damages awarded de- cannot recover because argument plaintiff [the] merit. wholly without ceased’s it diminish the amount of Contributory negligence, while to a cause of action [complete] not a defense recovery, is Act, §§ Employers’ Liability on the Federal bottomed *15 Co., R. 135 Valley §§ 53.” Ramsouer v. Midland U.S.C.A. Cir.1943). (8th does Contributory negligence F.2d cases, the amount of the in FELA it reduces recovery not bar award. damage assumption the doctrine of the abolition of

Despite explicit brought pursuant from the resolution of claims of risk FELA, similarity of its to contribu- practical complications the defense, permitted persist. is a tory negligence, which of [assumption a exonerates a servant from statute “[W]hen risk], it the defense of contribu- if at the same time leaves the master, then, great to the unless tory negligence open still taken, rights by simply the will be sacrificed care be servant’s under another name.” assumption him with of risk charging (3d Cir.1963) Co., Pa. R.R. 318 F.2d Koshorek v. omitted). (citation finding contributory negli- Because a of will reduce his or her part employee on the gence would bar finding of risk damages, while job the delicate juries] separat- have recovery, “courts [and from evidence on the other.” theory evidence on one ing out Fashauer, 57 F.3d at 1274. Determining Necessity

B. Cautionary Instruction view, FELA sets a low interpreting In federal case law our of the risk determining for whether threshold warranted; however, there no consensus is is evidentiary scenar- precise the federal courts as to the among The Third cautionary instruction. ios which necessitate Fashauer, that, concluded, part “the difficult most Circuit merit instruc- determining [the when the facts inquiry court, the Fashauer by 57 F.3d at 1275. As noted tion].” by ... against jury confusion guarded “some courts have it instructing describing assumption of risk to Fash- recovery on that basis.” plaintiffs not to reduce the auer, Third decision (citing 57 F.3d at 1274 Circuit’s Koshorek, decision F.2d at 370 and the Ninth Circuit’s Jenkins, N. R.R. Taylor Burlington see v. 212); 22 F.3d at Co., which (holding F.2d that evidence entered a employee of the risk when an implicated assumption job was inad- perform and continued to workplace hostile needed on how to so no instruction was altogether missible evidence). to the legal applicable differentiate theories circuits, however, to provide have more hesitant Other been by raised explicitly when the doctrine is not the instruction litigants.14 case, court em- present appellate

In the the intermediate Fashauer suggested by the ployed analytical approach did not explicitly and concluded that Amtrak’s evidence court Fashauer, 1274-75: 14. As noted the Third Circuit in 57 F.3d at *16 it, put statutory As one court has ‘the elimination of the defense of risk, assumption in FELA cases where that when read to the pleaded argued, only has been neither nor serves to obscure ‘defense’ Co., Ry. Elgin, 361 the issues in the case.’ Casko v. Joliet and Eastern 748, (7th Cir.1966). Appeals 751 The Court of for the Second F.2d Circuit, relying proposition give 'it is a mistake to case,' subjects directly v. instructions on in issue in a DeChico R.R., 856, (2d Cir.1985) (cita Commuter 758 F.2d 861 Metro-North omitted), assumption that ‘an of risk instruction tion has cautioned "might particularly inappropriate well cause be in cases where it to water down or even eliminate the issue of such confusion as ’ contributory negligence.” (quoting Pennsylvania Id. at 861 Clark v. 591, denied, 1006, Co., (2d Cir.), 84 R.R. 328 F.2d 595 cert. 377 U.S. 1943, N., (1964)); Burlington S.Ct. 12 L.Ed.2d 1054 see also Clark v. Inc., ('Cases (8th 1984) discussing the issue 726 F.2d 452 Cir. giving assumption generally of an of risk in have condemned Co., actions.’); Chesapeake Ry. in FELA Heater v. and Ohio struction (7th Cir.) (an assumption of the risk 'instruction 497 F.2d 1249 negative confusing which refers to issues not involved statement denied, case'), 42 in a FELA cert. 419 U.S. 95 S.Ct. (1974). L.Ed.2d defense; implicitly or raise the of the risk there- assumption fore, to the Court of the trial court according Special Appeals, in omitting committed no error the instruction. The first dispositive according factor to Fashauer is whether the em- acted to an or her ployee pursuant order to his or own Fashauer, (recovery discretion. 57 F.3d at 1278 can never be implied performing reduced because of consent a task as directed). An specifically employee may not be found to be contributorily if he or negligent she followed direct order. words, choice, “In other has plaintiff when no real his recovery not be reduced performed should because he task, regardless of whether the acted plaintiff reasonably Fashauer, 1279; Jenkins, unreasonably.” at F.3d accord distinguished F.3d 211-12. The Ninth Circuit general Jenkins, direct noting implicates orders former contributory negligence and the latter the forbidden assump- tion of the risk doctrine: rule an employee traditional that when carries out [is] manner, supervisor’s general order an unsafe he is FELA

responsible contributory negli- under for his own order, But carries gence. employee when out a direct if even he has reason to the order him exposes know danger, contributorily negligent; he is not rather his con- duct falls under the abolished doctrine of of the risk.

Jenkins, added). F.3d at (emphasis Under Fashauer Jenkins, implicate risk, direct orders general implicate contributory negligence. while orders Fashauer, if Secondly, general under there is evidence of a order, discretion, if the employee exercised or alternative available, methods to the task perform were then the reason- employee’s dispositive ableness of an actions is and “unreason- able of risk assumptions constitute evidence of Fashauer, negligence.”15 57 F.3d at 1278. The Third Circuit *17 risk, Upon finding employee unreasonably 15. a that an "[the] assumed Fashauer, damage subject apportionment.” award be 57 F.3d of the assumption confluence of unreasonable summarized the as follows: contributory negligence risk and risk assumption of the of unreasonable subcategory fact, in In concept. like a suspiciously sounds unreasonably assumed plaintiff cases—where the such of risk and assumption between known risk—the difference semantic. Rather appears purely risk, easily we [plaintiff] the skier assumed saying than due care. say could that he failed to act with Fashauer, (citing 57 F.3d and Keeton Prosser Farm, Inc., Springs Smith v. Seven 481); § 68 Torts, Cir.1983).16 (3d 1002, 1005 F.2d Special Appeals’s opinion, the Court of

Our concern with Fashauer, is that it did not address pursuant decided jury may inferences that the have full of reasonable spectrum both orders and discre- regarding drawn from the evidence tion, say action. cannot and reasonable or unreasonable We assumption that the of risk defense was as a matter of law fact it was injected the case because as a matter of into Thus, denied the the evidence. was implicated rendering before having explained explicitly benefit of the law masquerad- of the risk “assumption a verdict. Here we have name,” cautionary under another and a ing Schwartz, § (quoting 9- at 1280 4(c)(2), Victor E. Negligence, Comparative (3d 1994)). ed. Smith, expert reasonably Third Circuit held that an skier In therefore, dangerous slope; assumed the risk of his descent down a he negated recovery the defendant’s was barred from because his conduct care, slope, duty the same he or but if a novice skier had encountered unreasonably be have assumed the risk of his or her she would found to recovery with conduct and his or her would be reduced in accordance comparative negligence. Special Appeals the doctrine of If the Court case, applied analogy it had this from the Fashauer court to the instant skier, expert likely was an would most have concluded that Mr. Collins eight years experience, as an Electrical Traction Lineman with who dangerous slope, by working within an area with descended down a Thus, machinery. applying electrically charged heavy the Third Cir- analogy, engaged in a cuit’s Mr. Collins reasonable implicating under Fashauer the defense of of the risk risk necessitating cautionary instruction. *18 238 to of

required proper application ensure a the statute to the jury. evidence to the v. River presented Ry., Green Terminal (6th Cir.1985) 763 F.2d that in (explaining light of FELA’s remedial the purpose, liberally “statute should be injured constructed favor of the plaintiff’).

Therefore, in light analysis, of the Fashauer we think it prudent judge give cautionary for the trial to instruction when evidence of an employee’s knowledge of dangerous employment conditions of is the jury, before where jury must draw inferences from facts about orders, general existence of direct or determina where tions of reasonableness must made. in cautionary be “[A properly given when the issue assumption struction] of of expressly implicitly jury, risk is or before the though even Hamrock, explicitly raised at trial.” 103 Ill.Dec. N.E.2d at 1279. As noted by Special Appeals: the Court of impermissible no evidence of

[I]f of risk has jury, reached the a correct contributory However, if, will do. either because evidence introduced at trial or because statements made coun sel in opening closing arguments, there is a risk that the implied theory consent seeped risk its case, way into the should be that it may instructed not find on the part plaintiff simply ... because he acceded the request or direction of responsible of his representatives employer that he dangerous job, dangerous work at a or in a or under place, unsafe conditions.

Collins, Fashauer, Md.App. (citing 978 A.2d at 831 1280) (internal 57 F.3d at emphasis citations omitted and added). are cognizant

We of the delicate task before a trial judge who must discern whether the evidence adduced might evoke an impermissible jurors, line of reasoning among while under the being required Maryland rules of civil procedure and common law to adequately theory address a defendant’s case, affirmative R.R. including defenses. Clark v. Pa. Cf. Cir.1964) (2d assump- that an (holding Co., F.2d confusion as cause such “might well of the risk instruction tion issue of eliminate the down or even to water injured employee, to an prejudice The potential negligence”). however, careful warrants recovery, complete bar namely jurors the inferences the evidence and scrutiny of of the case. presentation reasonably draw from Applicable *19 in the Instant Case Instruction was C. negligence was on jury because the it was insufficient yet to the evidence applicable risk. See Siciliano assumption of the implicated also evidence R.R., 413, 415 364 P.2d 2d & Utah v. Denver R.G.W. denied, 7 L.Ed.2d 521 (1961), 82 S.Ct. 368 U.S. cert. was (1962) a case where the issue that be (noting “[t]here fact emphasizes so but where the evidence pleaded not took on a known recklessly foolishly and employee that the ‘create inferences’ improper hazard as to dangerous instruction”). In the cautionary ‘dispelled’ by be should case, to jury presume was instructed instant care, reason i.e. that he had acted Decedent acted with due the Decedent’s choice evidence about ably. presented Amtrak his failure to use the Right of Refusal and not to exercise by coming would into reasonably person prudent care that wire, the Decedent arguably, the live to show that contact with Thus, about jury was instructed unreasonably. acted liability apportioned so that could be Decedent if the found both between Amtrak and the parties negligently. to have acted Decedent was the sole cause

Amtrak contended that the Am- acting to injury pursuant his fatal because he was orders, mount the roof of dangerous he knew it was to trak’s Car, place he chose to himself risk voluntarily the Cat re- wire. The record energized because he encountered an flects, empha- Amtrak argument and at oral before this Court sized, that the it Decedent’s choice and that was baffled choice, effect, Amtrak’s under the precluded only to De- circumstances because causation was attributable not, however, An employer may cedent. benefit from a find- ing of non-negligence impermissible based inference by the jury, which is our perception of the result in this case. Special Appeals

The Court of analyzed potential two eviden- tiary behest, sources of confusion for the jury, at Collins’s namely Right Policy of Refusal and Decedent’s decision to mount the roof of the Cat Car. That court held that there was no error in denying Collins’s proposed jury instruction be- cause neither evidentiary source necessitated an Collins, 314-16, risk instruction. 187 Md.App. at 978 A.2d at 833-34. The appellate intermediate explained: court (1)

In light of the evidence adduced that the Decedent (2) care, violated the standard of there was a reasonable alternative in instructing operator panto- lower the graph, and no crew member ordered the Decedent go onto the roof of the Cat Car and get somehow close to the pantograph, we conclude that the doctrine of risk not implicated by the evidence elicited at trial pertaining to the Decedent’s decision to go onto the roof of the Cat Car when pantograph was energized. *20 Collins, 315-16, Md.App. at essence, 978 A.2d at 834. In the court held that because there was no direct order to mount roof, the Mr. charged Collins was with acting reasonably, do, which he did not therefore jury only the was confronted with the that possibility contributorily he was negligent. conclude, contrast,

We that there was evidence adduced that acting custom, Mr. Collins was pursuant to it was to be presumed that he acted reasonably, and Amtrak mounted a defense directed to the elements of assumption of the risk in to, of, addition if not to the near exclusion contributory Co., negligence. Joyce See v. Atlantic 651 F.2d Richfield (10th Cir.1981) that, (holding under the Jones Act apply- FELA, of ing principles of the risk instruction necessary was because the evidence focused on the employee’s acceptance of the dangerous condition and not employee’s the omission); negligent Lines, act or see also Rivera v. Farrell Inc., (2d Cir.1973) 474 F.2d 257-58 (stating that a jury employee’s on the based finding of line in his condition dangerous that a knowledge “strength of “assumption duty” line of was in that working ... his duty of name”). cautionary A under another masquerading risk of the jury direct needed to instruction clarifying or carelessness, of risk.17 acceptance not his Decedent’s consider Policy Right of Refusal of the 1. Evidence into the Case Injected Doctrine decision the Decedent’s evidence of that Petitioner asserts cautionary Refusal warranted Right of to invoke his not concluded that may have because he did employment of his because the risks assumed Decedent conditions, particular under the job perform refuse to not that the evidence asserts Respondent line. energized i.e. the assignment, or out of the opt decision not the Decedent’s from the area electricity be shut down that the request contributory negligence, evidence of track involved is that safer shows the evidence of risk because alternatives, available. quitting, besides were in Amtrak employees that undisputed

It is into which was offered policy, of Refusal Right voke the Di testimony Nangle, through the Gerard evidence According to Mr. Traction Maintenance. of Electrical rector engineering department ha[d] Nangle, “any member The inter they unsafe.” [felt was] to refuse work right Am describing that evidence court held appellate mediate “expressly implicitly did not Right policy of Refusal trak’s Collins, the trial.” of the risk into inject[] assumption reasoning The court’s 978 A.2d at 833. Md.App. follows: point contention, to the Amtrak’s reference Contrary to Collins’[s] that the arguing purpose of Refusal was not Right for *21 distinguishes opinion, an instruction that earlier in this 17. As noted mentioning contributory without of risk from acceptable n. 1 "assumption instruction. See verbiage of risk” is an supra. Decedent had the right to refuse to work under an ener wire, gized thereby implying that he voluntarily accepted working under a dangerous known condition. Taylor, Cf. (“The 787 F.2d at 1316 employee who enters the workplace for a routine assignment compliance with the orders and directions of his employer or its supervising agents, by who such entry incurs risks not extraordinary in is scope, not contributorily negligent, but rather engaging an as risk.”).[18] sumption Instead, Amtrak used the Right of Refusal to show a safer alternative to conducting catenary alignment readings wire, under an energized namely, doing the job same under a de-energized wire. under an Working energized line was necessary for the Decedent and the to perform crew the alignment readings. fact, In about 99% of the time the performed crew readings wire, under a de-energized and there was no advantage terms electrical engineering practices to taking readings energized under an line versus a de-ener Thus, gized line. under the case, circumstances of this Right of Refusal was used to suggest a reasonable alterna tive, “besides quitting refusing to perform the task in an Fashauer, way,” see 57 F.3d. at 1280 (emphasis unsafe added), thereby raising issue of contributory negligence, not assumption of the risk.

Collins, (first 187 Md.App. at 978 A.2d at 833 emphasis added). The intermediate appellate court concluded that Am- Special Appeals distinguished The Court of the instant case from 18.. Co., Taylor v. Burlington. (9th Cir.1986). R.R. 787 F.2d 1316-17 Taylor, In the defendant could not introduce employee evidence that the assigned could "bid off” his section crew in order to avoid harassment employee, a fellow as evidence of because really "assumption evidence of guise of the risk in the negligence.” Taylor, 787 F.2d at 1316. The intermediate appellate Respondent distinguish court and Taylor by asserting case wholly according that Mr. Collins acted to his own discretion under no compulsion, compulsion, or sense of employer. from his We do not agree readily distinguishable instant case is so because a reasonable trier of fact could find that Mr. Collins went on the roof of pantograph the Cat Car thought to tie down the because he that was his job relatively ordinary given and the risk was that he worked with equipment electrified aon routine basis. *22 of the policy purpose of the for not offer the evidence trak did view, however, is it In our a forbidden defense. supporting of argument of the evidence and impact but the not purpose, See and at issue.19 finder that was is on the fact counsel Cir.1994) (9th Co., F.3d v. Pac. R. Jenkins Union itself, charac- is evidence not the defendant’s the (noting “[i]t The intermediate it, analysis”). of the terization that drives Respondent that evidence with appellate agreed court safely completed work could be decision that the Decedent’s energized under wires demonstrated alternatives, quitting, besides it showed that safer because Collins, unreasonably he acted were to Mr. and that available have jury could contrary, them. To the the pursing not of Mr. Collins’s suggestive that the same evidence was found of Amtrak of its acceptance danger a that relieved knowing risk. duty, thereby appealing to the See Van- Co., 186, 222 N.E.2d Ill.App.2d daveer v. & W.R. Norfolk to ability that evidence of an (ruling employee’s request have to infer the job, another could led job employee assumed the risks associated with her current the improper). potential and so an instruction was not It is the impact jury, subsequently on the and not proffered, divined, the purpose govern evidence that should whether cautionary given. instruction argument Special and the Court of

Respondent’s Appeals’s are both fashion under analysis persuasive not because an net inclusive to catch the instances where risk is needed. solicited Testimony Respondent Right from he summarized Nangle immediately Mr. after stated, statement, example, opening 19. For in it’s Amtrak’s counsel person totally this one who would have and could have avoided “[T]he tragedy is S. ... science. Had Mr. Robert Collins It's rocket de-energized procedure [tying followed that down latched Collins Furthermore, today.” closing argu- pantograph], be he would alive ment, this ... Amtrak's counsel stated "Amtrak did not cause accident surely you he Mr. Collins was the main cause because must believe that opportunity every from situation ... this had extricate himself nobody up shortcutting job ... wanted him to be was Mr. Collins there.” of Refusal on the policy, knowledge focused Decedent’s policy, safety extent briefing just prior to executing assignment, the “decision of job the crew” to do the under energized juxtaposition wire. The of the evidence of ‘opt-out’ with policy repeated testimony related Mr. knowledge Collins’s experience particular line of *23 work evokes elements of the of the risk defense and not from careless deviation the standard of care.

The Special Court of Appeals’s Right consideration of the Refusal and Policy that court’s conclusion that it could not have raised impermissible an inference of the case, risk is also its holding inconsistent with in a similar CSX al., Transp., Bickerstaff, 187, Inc. v. Richard Md.App. et 187 (2009), 978 A.2d in a cautionary instruction was which on given upheld appeal.20 In Bickerstaff, the Court of Special Appeals identified presented evidence at trial the appellant that the trial employer supported judge’s decision to instruction, cautionary a give to namely “making choices work a rail particular yard, at to mount and dismount moving a equipment particular at speed, job to take [and] on involving walking....” more The court concluded:

The argument evidence adduced and presented concerning appellees’ choice work or work support site thus appellees inference voluntarily that and knowingly accepted dangers inherent in working appellant for they when performed jobs. their Such evidence and in- argument that, instruction, creased the risk in an the absence of jury improperly would that appellees infer had assumed the Therefore, risk in performing their subject jury work. charge adequately, and quite appropriately, distinguished between constituting contributory conduct negligence and constituting assumption conduct Accordingly, risk. Collins, appellate opinion intermediate Md.App. court’s 20. 295, (2009) August 978 A.2d 822 was on filed 2009. That court's al., opinion Transp., Bickerstaff, Md.App. in CSX Inc. v. Richard et August 978 A.2d 760 was filed instruction on giving did not err trial court risk. assumption of (emphasis A.2d at 784 at

Bickerstaff, Md.App. added). case, Appeals Special the Court of In the instant to policy of Refusal beyond Right the evidence went was offered then for which evidence purpose divine in alignment to with the purpose wholly declare that be offering for evi- management’s proffered railroad reason dence, defense. namely to bolster a court satisfied in appellate The intermediate was Bickerstaff site, however, analogous choice to the that evidence of of work energized despite under line recourse to the choice work clarifying, sufficient to warrant a Right Policy, Refusal cautionary Special Appeals instruction. The Court of offered distinguish no reason in the instant case to its persuasive from conclusion here the one reached Bickerstaff. case, also Special

In the the Court of held present Appeals reasons and presented regarding evidence trial roof of why about decedent went onto the presumptions *24 Car, the departed Cat “tended to show that Decedent from the unreasonably care and acted under the circum- standard of stances, contributory the of implicating negli- thus defense Collins, not of the gence assumption Md.App. risk.” omitted). (citation at In its closing 978 A.2d jury, highlighted statement to the Amtrak Mr. Collins’s knowl- energized of the edge dangers catenary system the of to pantograph. choice mount the roof to tie down the This however, theory consistent the of argument, assump- is with tion of risk. evidence,

In it light conflicting is unclear whether the acting Decedent the discretion that is central to the was with reasoning and conclusion that appellate intermediate court’s assumption the It is implicated. risk was unknown roof, exactly why Collins went on the but evidence physical thereby to on the car roof suggests position stomp he was alerting operator tying-down the that he was the pantograph. jury necessarily conflicting was confronted with evidence why on in precisely power particular on the remained this circumstance, especially light repeated testimony kind of performed this routine maintenance was under a de- line the time. energized 99% of Petitioner elicited testimony at trial to cast Amtrak tending directing as the crew explicitly, decision,” work through energized “conscious to under an however, Respondent, line. contends that it the “crew’s to alignment reading energized decision” do the under wire. members, Breader, the George One of crew testified that it foreman, Boone, was the crew the Thomas who made decision energized line, to do the under an reading and the crew trial, with agreed that decision. At Amtrak official testified that an the advantage keeping power on was that “when you power, remove trains won’t run on certain One areas.” the crew members also testified that advantage “[t]he [to less keeping power people on] that the that have to be involvedf,] ... time requires.” less that it A reasonable jury could have inferred from this evidence that Amtrak directed Mr. to ‘accept dangerous Collins condition’ of employment and that there company was a benefit to the assignment. leaving power during According Circuit, Tenth “when the evidence could either support negligence risk, only instructions which define contributory are prevent not sufficient to from applying assump- Co., tion of risk.” Sauer v. Burlington Northern R.R. (10th Cir.1996) F.3d (involving a FELA case where the instruction did address the risk and its inapplicability, mentioning albeit without the defense by name); Thomas, see e.g., Ry. S. Co. v. 258 Va. Norfolk (1999) (noting S.E.2d 620 same evidence be defenses). Here, to both *25 relevant Amtrak’s theory case was that Mr. Collins elected to encounter the known risks of working vicinity the of an energized jury wire. The could Mr. have concluded that Collins was carrying continuing out orders from Amtrak to tie pantograph down the as matter of This interpretation course. of the evidence could have led to a of finding contributory negligence or risk. assumption of Implicates Assumption of Risk Evidence of Custom concluded, the “it is clear that Special Appeals The Court impliedly show Decedent adduced does not that the evidence a task manner which ‘perform[ [Amtrak] to the ] consented ” Collins, Md.App. 978 A.2d at 833 directed.’ 1279-80). Fashauer, view, In not F.3d at our it is (quoting inference, only permitted the one which clear that evidence infer- court’s would be the appellate opinion, the intermediate under order ‘general’ implicating that Decedent acted ence and not of the risk. only contributory negligence that the reasonably inferred custom jury have to or from the the amounted derived tying-down pantograph case, In it was a of a order. either determina- existence direct full the by requiring tion made and disclosure properly assump- difference and the between tion of the risk.

Although produced explicit neither evidence party that pantograph, to mount the Cat Car tie down order alignment when an customarily what was done precisely was completed. Tying pantograph down the was job was D-126 among custom members universally understood it officials who did not crew and was known Amtrak trial, attorney definitively stop practice. At Amtrak’s Nangle: asked Gerard just jurors,

Did so are clear anyone night, we have crew member—either you any any did information that Breader, Backer, foreman, Boone, operator, Mr. Mr. Mr. time, he doing I maybe think was there at was who information any any have crew things—do you other get and somehow go up top member ordered Mr. Collins any for pantograph, close to reason? “No, answered, one, gave no Nangle knowledge, to our

Mr. Boone, for the crew go up.” him to Thomas foreman, however, contradictory testimony that there offered general always pantograph. instruction to tie down Fora, You were told Mr. COUNSEL]:

[COLLINS’S down the Engineer, pantograph Assistant Division to tie *26 even it though completely was any failure, without history of correct?

Mr. Boone: Correct.

[COLLINS’S Had you COUNSEL]: ever seen anything writing about the tying-down of the pantograph? (No Mr. Boone: audible response.) [COLLINS’S Had you ever been given any COUNSEL]: detailed instructions about tying-down the pantograph? Mr. Boone: Just to tie them down.

[COLLINS’S And that was COUNSEL]: direction from Mr. Foura to tie it circumstances, down under all correct? Mr. Boone: Correct.

Further, Mr. Boone testified that he did not know whether the rule applied when the wires energized were or de-energized. trial, Foura, Later at Walter Project Senior Officer in the Mid-Atlantic Division testified that he verbally communicated to foremen and supervisors to pass down to their subordinates the rule that the pantograph down, was to be tied but only under a de-energized line. In response question to a about why none of Amtrak’s ground crews seemed to know about rule, this caveat to the that it be tied down under de-energized Mr, lines, Foura said that it was the responsibility of the foreman and supervisors to disseminate the information. Then, Mr. Foura testified about a 2004 memo written upper level management explicitly stating the pantograph was never to be tied down under any circumstance. Evidence was also adduced at trial the crews tied down the pantograph routinely because a latch on the Cat Car which should have functioned keep the pantograph secured to the roof of the vehicle did not function at the time of Decedent’s fatal injury, had never Thus, functioned properly. evidence on subject this was contradictory. conceivable,

It is in light evidence, of this that the jury may have inferred that Collins was following his employer’s di- rection that the pantograph should be tied down at the end of an alignment reading job in accordance with his understanding of his position on the crew and the customary procedure. that, order” under inference invoke “direct This would Fashauer, cautionary instruction. This evidence warrants along tie with evidence procedure, about the down prior job investigative report safety meeting *27 the acted orders mount finding that the Decedent without to wire, to live directs attention Decedent’s approach roof and choice, jury may awareness risk. have knowledge, and the about testimony dismissed Amtrak’s characterization and Be- relating tying-down pantograph. and rules custom know jury properly cannot whether the considered cause we carelessness, relative to we only aspects those of the evidence conclu- jury’s be confident that the verdict reflects cannot injury of the Decedent’s was his own sion that sole cause or that it was his the risk. See carelessness (9th Cir.1994) Jenkins, 206, 22 211-12 (noting the as- F.3d if risk instruction is warranted the evidence sumption either of the prove can risk). 55, Ill.App.3d

Hamrock v. Rail 151 103 Corp., Consol. 501 appel Ill.Dec. N.E.2d 1274 illustrates how an a it was unclear if the late court Illinois resolved case where was under In employee acting general direct or orders. Hamrock, Hamrock’s about conductor “informed” crew need made to train align the movements that would to be in the each configuration, cars desired member was Hamrock, part job. decide how to execute his of the 736, 501 said: Ill.Dec. N.E.2d at The court support there in the record for plaintiffs Because merely performed dangerous job under theory he customary manner without safe alterna- orders him, tives available to there was evidence from which reasonably plaintiff could have inferred that assumed cautionary the risk and should have been given.

Hamrock, Hamrock, 1280. In Ill.Dec. N.E.2d at attempt court to show that the determined “defendant’s injury own plaintiffs sole cause was his carelessness brakeman, familiarity as plaintiffs years emphasizing maneuver, with the coupling and his knowledge of the condi tion yard of the the need for a cautionary underscore^ instruction____” Hamrock, 103 Ill.Dec. 501 N.E.2d at 1280. Amtrak presented a similar case here—evidence was adduced regarding training, Collins’s knowledge proce of the dures, and awareness dangerousness working under energized lines.

The case Hamrock, is instructive because Mr. like Mr. Collins, “was familiar with the railroad’s safety rules but stated that he and other train men customarily rode moving cars and manipulated the cock angle with their feet.” Ham rock, added). Ill.Dec. N.E.2d 1276 (emphasis practice, This tying-down like the pantographs, was not in accordance with the formal rules set by the employer. The court in Hamrock also just stated that because an employee rule, safety violates a that does not establish that the employ *28 ee was the sole injuries cause “particularly in light of evidence that the rules were seldom utilized or were nullified by Hamrock, custom.” 103 Ill.Dec. 501 N.E.2d at 1280. Because jury could have made the inference that Collins Car, was on the roof of the Cat to do what he understood his be, job to even under dangerous conditions, the cautionary instruction about assumption of the risk should have been given.

3. Petitioner was Harmed the Omission Cautionary

of a Instruction Respondent contended argument at oral that Petition question er’s before this Court is moot because the jury answered “Question “No” to 1” sheet, on the verdict asserting, it, as we understand that jury because the found that Amtrak was not negligent it necessarily perform did not any analysis of proposed, implied affirmative Respondent’s defenses.21 Question No. 1 of the verdict sheet read as follows: Defendant, you 1. Do find the Passenger National Corpo- Railroad (Amtrak) negligent

ration regard February with to the incident of 1” “Question that the structure recognize fails to argument in not error the trial court’s compounded on the verdict sheet jury inapplicability on the instructing question, to the first answering In “No” risk defense. had assumed employee have concluded that jury may duty Amtrak’s negating thereby employment, risks of his Amtrak was found that jury could have entirely, or the because, injury fatal did not cause Mr. Collins’s negligent but it, for his “solely responsible” characterized he was as Amtrak injury. FELA is under negligence case of

A facie prima federal in accordance with the common law elements based causation.22, Szekeres breach, foreseeability, and duty, law: Cir.2010) Inc., (6th (citing 617 F.3d Transp., v. CSX Cir.1990) (6th Inc., Transp., v. F.2d Adams CSX negligence a cause of asserting FELA (holding plaintiff that a com the traditional “prove her must against employer his or breach, foreseeability, duty, negligence: mon law elements of contributed, in whole or caused or 2005 and part, injuries Collins? to the and death of Robert Question ‘Yes’or 'No'. Answer this Question 'Yes’, question proceed No. 2. is If the answer to this 'No', you may question inform the Court If answer to this questions. further you a verdict and should answer no have reached are to be deter- 22. of the instructions and the verdict sheet form Amtrak, Pryor procedural v. state law. See mined in accordance with 628, 633, Ill.App.3d 703 N.E.2d 997 234 Ill.Dec. (stating law contained in instructions in "[w]hile the substantive vary the case is tried in FELA case is federal and should not whether court, procedural is a format is state or federal the instructional *29 regulate.”). state to matter for the case, may that have In the it is the causation element instant assumption engendered improper by jury on of risk inferences continually argued Mr. Collins was the sole cause because Amtrak that such, view, injuries. Framing casts the his fatal the defense as in our of negli- light and not evidence in the of of risk cases, be used gence. a defense In FELA here, mitigate damages, offered evidence that tended but Amtrak liability, recovery,’ completely or to 'bar which is eliminate its passage effectively of the approach has been eliminated after abrogating the of risk defense. 1939 Amendment causation”)). Ordinarily general concept negligence and causation, and the in negli- distinct elements claim, in gence explained represented separate ques- are and ¤ —Ch. 9, tions on the verdict sheet. Vol. Modem Federal ¶ Instructions—Civil, (Matthew 2010) Jury 6.2-6.4 Bender verdict sheet in (illustrating model which elements of negligence separately and causation are addressed and in that order); see also 9-49 Bender’s Forms Form Federal Practice (2010) No. 49:34 (providing sample verdict sheet which the causation); question negligence preceded question Maryland Jury 19-1, §§ see 19- Civil Pattern Instructions Association, 4th (Maryland Supp.) (defining Bar ed.2009 general concept negligence and causation elements respec- tively).

The issue in the petition raised for certiorari is not moot. case, In the present negligence causation were combined Here, into the first on the verdict question sheet. the evi- presented dence focused on knowledge danger volun- addition, In tary encounter of risks. the lack of a cautionary instruction, compounded by a verdict sheet that did not sepa- causation, rate from suggests jury may have concluded that impermissibly Mr. Collins assumed the of his injuries thereby negating duty. risk Amtrak’s

We look to the instructions that were given trial to determine they light whether are relevant issues raised and the evidence presented.24 pre Jurors are sumed to have followed the provided by instructions to them court, legal system necessarily proceeds upon” that “[o]ur Moulden, 666, 678, v. presumption. State 292 Md. 441 A.2d Dennis, (citing v. 292 Md. Blanchfield (1982)). A.2d 1330 This directs our presumption attention to instruction, the substance of the which critically important 24. Because did not raise Petitioner an issue as to the instruction as given, only objected proposed jury she at trial to the denial of her instruction, only language given we review the of the instruction as language likely impermissible so far as its to contribute to consid- jury. eration *30 upon if have relied the defense jury may in determining injury. the risk of his that Mr. Collins assumed in to considered determin- discussing After the elements be judge if the trial instructed ing negligent, Amtrak was care, had acted with due i.e. that Mr. Collins jury presume to because he was deceased reasonably, that he had acted testimony on his own behalf. present could to regard about the law with then instructed negligence: discharged duty

In the Plaintiff determining whether him, proper you care it is for take ordinary imposed upon familiarity with the which he place into consideration his familiarity worked and his with the nature of customarily customarily performed place. the work which was case, In this the Defendant contends that Mr. Collins’[s] injuries negligence. and death were due to Plaintiffs own This is referred to as If find contributory negligence. you not, negligent that Mr. Collins was and that Amtrak was then the Plaintiff prevented recovering damages from (sic) under the Federal Act. Employer’s Liability If you find that the on the of Mr. Collins negligence part part and on the of the Defendant each a role in played death, causing injuries Mr. then Mr. Col- Collins’[s] linsjs] negligence is referred as Rather, prevented and he is not from recovering damages. Mr. are damages proportion reduced to the Collins’[s] of contributory negligence amount attributable to him and I explain will that in some detail very shortly. more you there way dangerous way was both a and a If find safe which the performed could have his work and Plaintiff he knew or in ordinary the exercise care should have known way doing voluntarily such work and safe the dangerous way injured thereby, chose and was and if you negligence that such choice constituted on the find part Plaintiffs and that such was the cause sole if then Plaintiff cannot alleged injury, any, to return your duty recover and it would be a verdict for the *31 Defendant.25 added.)

(Emphasis given adequately While the instruction covered the law negligence contributory negligence, and it failed applicable because, substance, in as a matter of law it did not address all of the evidence and the reasonable inferences to be drawn from the evidence. of the risk is a “distinctive Assumption contributory negligence,” jury kind of and so a should be in a way theory instructed that removes this from consider- generally ation. See 68, § Torts, and Keeton Prosser on instruction, particularly language emphasized Because the above, choice, voluntary jury invokes a should have also been instructed to consider evidence of Decedent’s careless- independently knowing ness of Decedent’s encounter with a instructed, in the course of danger employment. his As of the risk were with the assumption entangled elements negligence. elements of “In distinction, out the the courts have arrived at the working that is a assumption knowledge conclusion risk matter of it, danger intelligent acquiescence in while contributo- is a matter of some fault or from the ry negligence departure conduct, unwilling protest- standard of reasonable however Koshorek, see 367; be.” 318 F.2d at ing plaintiff Co., (2d Cir.1956) v. Erie R.R. Johnson 236 F.2d (holding only instructing al- jury lowed for the to consider of the risk in verdict). its rendering given,

As a result of the instructions it is uncertain whether jury found Amtrak to be not or whether negligent jury’s “Question 1” meant found response reproducing charge pertinent part, cognizant 25. While we are light made that our consideration must be of the instruction in its entirety, meaning, phrases we do not take out of context. Greenbelt Bresler, 324, 364, Coop. Publ'g Md. Ass’n v. 252 A.2d , grounds, rev’d on other 398 U.S. 90 S.Ct. 26 L.Ed.2d 6 (1970) . Amtrak to be its no role in negligent, negligence played but causing injuries. uncertainty pivotal Collins’s This because the Circuit inapplicability Court’s failure to instruct on the jurors, of the risk allowed the on the issue causation, to consider that knew of the of working Collins risk wires, and, therefore, under energized assumed the conse- quences of voluntary choice to encounter that risk. The jury, causation, in merely considering the element of may have been misled by tending the evidence to show that Decedent assumed the risk of his own injuries.

IV. In response to cross-petition case, Amtrak’s in the instant we hold that the appellate intermediate court did not err in declining to reach the presented issue Amtrak’s conditional *32 cross-appeal, which requested the Court of Special Appeals to review the trial court’s denial of Amtrak’s renewed motion for judgment at the close all the evidence. The intermediate appellate court judgment affirmed the of the trial court ruling that, in light evidence, of the proposed Collins’s instruction Hence, was unnecessary. Thus, Amtrak won the appeal. issue presented in Amtrak’s cross-appeal was rendered moot by the appellate intermediate court’s decision to affirm judgment of the trial court. Hagerstown See Reproductive Fritz, Health 268, 272, Services v. 846, Md. 454 A.2d (1983) (holding that rarely courts review the merits of a moot case); Pickett, City Frederick v. 392 Md. cf.

A.2d (noting appellate that an court “could affirm ... ‘on any ground adequately record, shown whether ”) or not relied upon by the trial court’ (quoting Karvounis, 259, 263, Berman v. 308 Md. 518 A.2d (1987)). Accordingly, we hold that the Court of Special Ap- peals did in address, merits, not err to declining on the issue raised in Respondent’s cross-appeal. conditional

The effect of judgment our in this case is a remand for a new trial conformance with this opinion. Because we hold that the trial judge erred in giving requested Collins’s the trial court whether

instruction, not determine we need judgment. Amtrak’s motion for correctly denied V. Decedent’s knowl- case, tended to show the evidence

In this equipment energized with the voluntary encounter edgeable, his work envi- Car, condition of dangerous a aboard the Cat duties as a member ronment, customary executing while Am- have relieved jury may Consequently, D-126 crew. was the sole the Decedent by finding liability trak of the risks involved because he assumed injury his fatal cause of Therefore, judge the trial job. dangerous performing clarify to cautionary failing give erred to applicable were contributory negligence only negligence finding prejudiced because case. Petitioner in apportionment have resulted would contributory negligence disguised finding of damages, but a complete in a bar would result of the risk as recovery. APPEALS THE COURT OF SPECIAL OF

JUDGMENT THAT COURT REMANDED TO CASE REVERSED. THE TO REMAND CASE TO INSTRUCTIONS WITH A CITY FOR FOR BALTIMORE THE COURT CIRCUIT PAY THE TO COSTS. TRIAL. NEW RESPONDENT J., BATTAGLIA, dissents.

BATTAGLIA, J., dissenting. *33 Special Appeals, the Court of by presented

For the reasons on the interme- colleagues Our judgment. the I would affirm none of determined that properly court appellate diate inserted implicitly or jury expressly to the presented evidence this the facts of trial. Based on risk into the assumption of Refusal and case, Right of regarding the evidence suggested the train car the roof of choice to mount decedent’s “ refusing per- alternatives, quitting ‘besides reasonable ” R.R. v. Nat’l way,’ unsafe Collins in an form the task 822, 833, 295, 313, 315, 978 A.2d Md.App. Corp., Passenger (2009), Operations, Transit Rail Fashauer v. N.J. quoting (3d Cir.1995), Inc., only the such that F.3d was in of issue. defense 9 A.3d 80 ATTORNEY GRIEVANCE COMMISSION MARYLAND,

OF Petitioner

v. CHARLES, Respondent.

James G. 4, Sept. Term, Docket

Misc. AG No. 2010. Appeals Maryland. of

Court of

Dec. ORDER This matter came before the on Court the Joint Petition of Attorney of Maryland Respon- Grievance Commission dent, Charles, consent, by James G. to disbar Respondent, from the practice further of law. Court, Petition, having day considered the it is this 2nd December, 2010,

ORDERED, the Court by Appeals Maryland, that the Respondent, Charles, James G. be and he is disbarred hereby practice consent from the Maryland, law State of further, it is

ORDERED, Respondent’s that effective date of the 31, further, disbarment December and it is ORDERED, shall, the Clerk of this Court Decem- 31, 2010, ber removed the name of James from G. Charles register attorneys in the Court and fact to certify

Case Details

Case Name: Collins v. National Railroad Passenger Corp.
Court Name: Court of Appeals of Maryland
Date Published: Dec 1, 2010
Citation: 9 A.3d 56
Docket Number: 143, September Term, 2009
Court Abbreviation: Md.
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