OPINION
This negligence case requires us to decide whether the failure to warn others of foreseeable harm created by the defendant’s conduct can constitute negligence absent a special relationship between the parties. A jury found appellants Eric Rolland and Rolland Building Corporation not negligent in an incident in which a skid loader attachment fell on respondent
In the spring of 2003 respondent Bradley Domagala engaged appellants Eric Rolland and Rolland Building Corp. (“Rolland”) to perform landscaping services on Domagala’s property. Domagala’s yard had a rough grade and Domagala wanted a finished grade to correct drainage issues and accommodate sod or seed. Because Rolland and Domagala were related through marriage, Rolland did not charge Domagala for the work.
On June 23, 2003, Rolland arrived at Domagala’s residence with a New Holland 985X skid loader to perform the agreed-upon landscaping. Rolland had approximately eight years of experience operating a skid loader. Because Domagala did not have any knowledge or expertise in the maintenance or operation of skid loaders, he elected to pick up rocks and debris around the yard. Rolland and Domagala used hand signals to communicate with one another as they worked because the skid loader was noisy. When Domagala needed to speak with Rolland, he would approach the skid loader with his hands raised and Rolland would mirror this action, indicating that Rolland was not touching the skid loader’s controls.
Rolland brought three attachments for the skid loader — forks, a bucket, and a leveling bar. Switching between attachments was a laborious process that required a great deal of maneuvering on Rolland’s part. A key step in the process involved two release levers that latched the attachment to the loader. To release the attachment, Rolland lifted both levers, which removed pins that held the attachment to the skid loader. To fasten a new attachment, Rolland would maneuver the skid loader flush with the new attachment and then lower the levers to secure the pins. Domagala observed this process at least twice and admitted that he knew the levers played a role in releasing the attachments from the skid loader.
It was not uncommon for debris to jam the levers, preventing Rolland from lifting the levers to release an attachment. When this happened to only one lever, Rolland would raise the lever that did work, return to the controls, and “flutter the hydraulics” so that the attachment shook and dislodged the debris. Releasing one lever “created extra play” for shaking loose the debris. Rolland admitted that shaking the attachment when it was connected to the skid loader by a single pin was “very” dangerous.
At some point during the evening on June 23, 2003, Rolland was preparing to switch from the bucket attachment to the leveling bar. Debris was lodged in one of the levers, so Rolland released the other lever and began fluttering the hydraulics with the bucket raised 10 to 20 inches off the ground. While Rolland was shaking the bucket to dislodge the debris, Domaga-la noticed a rock jammed in the lever. Domagala approached the skid loader with his hands raised, and Rolland raised his own hands in response. Without any further communication between the parties, Domagala removed the rock from the
Domagala sued Rolland, alleging that Rolland operated the skid loader in a negligent and careless manner and “failed to warn [Domagala] of the dangers associated with trying to unlatch the Skid Steer’s bucket.” Rolland moved for summary judgment on the grounds that Rolland did not owe Domagala a duty of care and that recovery was barred by the doctrine of primary assumption of the risk. The district court denied the summary judgment motion and reached three conclusions relevant to this appeal. First, the court found that the parties were not in a special relationship and as such, Rolland did not have a duty to protect Domagala. The court also concluded that Rolland had no duty to warn Domagala of impending dangers associated with the skid loader because the parties were not alleging a special relationship or relying on products liability law. But the court then relied on Restatement (Second) Torts § 321 (1965) to conclude that Rolland owed Domagala a duty of reasonable care because Rolland’s operation of the skid loader created an unreasonable risk of physical harm to another.
Based on the district court’s ruling, Rolland requested that the court instruct the jury that Rolland had no duty to warn and no duty to protect Domagala. These special instructions stated:
No Duty to Protect
A person generally has no duty to act for the protection of another person. A legal duty to protect will be found to exist only if there is a special relationship between the parties and the risk is foreseeable. The Court has ruled, as a matter of law, that no duty to protect exists in this matter and you must not consider such a duty in your deliberation in this case.
No Duty to Warn
A special relationship giving rise to a duty to warn is only found on the part of common carriers, innkeepers, possessors of land who hold it open to the public, and persons who have custody of another person under circumstances in which that other person is deprived of normal opportunities of self-protection. The Court has ruled, as a matter of law, that no duty to warn exists in this matter and you must not consider such a duty in your deliberation in this case.
Domagala objected to the proposed instructions on the grounds that they were “highly prejudicial” and “create[d] confusion as to whether a warning could be inclusive of the duty of reasonable care.” The court overruled Domagala’s objection and read the special instructions to the jury. The court also gave Domagala’s requested instructions mirroring the language of Restatement (Second) Torts § 321 and the pattern jury instruction for negligence and reasonable care:
Duty of Care Based on the Creation of a Dangerous Situation
If a person created an unreasonable risk of causing physical harm to another, that person has a duty to exercise reasonable care to prevent the risk from taking effect. This duty applies, even though at the time of the creation of the unreasonable risk, the person had no reason to believe that it would involve such a risk.
Negligence and Reasonable Care — Basic Definition
Reasonable care is the care a reasonable person would use in the same or similar circumstances. Negligence is the failure to use reasonable care. Ask yourself what a reasonable person would have*21 done in these circumstances. Negligence occurs when a person does something a reasonable person would not do, or fails to do something a reasonable person would do.
See Restatement (Second) Torts § 321; 4 Minn. Dist. Judges Ass’n, Minnesota Practice — Jury Instruction Guides, Civil, CIVJIG 25.10 (5th ed.2006).
During his closing argument, Domagala focused primarily on the definition of negligence and whether Rolland “failed to act as a reasonable person would.” Domagala also attempted to educate the jury about the source of the language in the jury instructions by explaining special relationships in negligence law. The district court found Domagala’s closing arguments objectionable. Pursuant to a previous ruling, the court told the jury, “[Bjecause of things that have been said, and issues that have been raised, ... I am going to reread some information I previously gave you to make sure that you are, in fact, following the instructions, and the law as I give them to you.” The district court then reread all of the instructions quoted above except the no-duty-to-protect instruction.
During deliberations, the jury asked the district court, “Does ‘no duty to warn’ mean that the defendant had no obligation to try to keep the plaintiff away from the skid loader?” The court replied, “I cannot give you further instruction on this. Please rely on the jury instructions provided to you.” After deliberating for six hours, seven jurors returned a verdict in favor of Rolland. On the special verdict form, the jurors found that (1) Rolland was not negligent in the operation of the skid loader, (2) Domagala was negligent at the time of the incident, (3) a sum of $89,698.48 would compensate Domagala for past damages, and (4) a sum of $116,900 would compensate Domagala for future damages.
Domagala moved the district court for a new trial pursuant to Minn. R. Civ. P. 59.01(f), alleging it was an error of law for the court to give the two special jury instructions Rolland requested. The district court denied Domagala’s motion.
Domagala appealed to the Minnesota Court of Appeals, arguing that the district court (1) erred by concluding as a matter of law that Rolland had no duty to warn Domagala and (2) abused its discretion when it instructed the jury that Rolland had no duty to warn and no duty to protect Domagala. The court of appeals affirmed in part, reversed in part, and remanded the case for a new trial. Domagala v. Rolland,
I.
Negligence is generally defined as the failure “to exercise such care as persons of ordinary prudence usually exercise under such circumstances.” Flom v. Flom,
A.
The ultimate issue for our consideration is whether the district court abused its discretion when it gave the jury special instructions stating that Rolland had no duty to warn and no duty to protect Domagala. Because jury instructions must correctly articulate the applicable law, we must first decide whether Rolland owed a duty to warn Domagala of the danger posed by the bucket attachment hanging from the skid loader on one pin. The phrase “duty to warn” is assigned different meanings by the parties and in Minnesota case law. In this case, we are asked to formally recognize and clarify the distinction between the specific duty to warn that arises when the parties stand in a special relationship and the duty to warn that constitutes an exercise of the general duty of reasonable care.
The distinction between the specific duty to warn and exercising reasonable care by giving a warning likely stems from the historical divergence of liability for misfeasance and nonfeasance. Misfeasance is “active misconduct working positive injury to others” while nonfeasance, or nonaction, is “passive inaction or a failure to take steps to protect [others] from harm.” W. Page Keeton et al., Prosser and Keeton on the Law of Torts § 56 (5th ed.1984); see also H.R. Moch Co. v. Rensselaer Water Co.,
A duty to act with reasonable care for the protection of others arises in two instances implicated in this case. First, echoing the principles of liability for misfeasance, general negligence law imposes a general duty of reasonable care when the defendant’s own conduct creates a foreseeable risk of injury to a foreseeable plaintiff. See 1 J.D. Lee & Barry A. Lindahl, Modem Tort Law: Liability & Litigation § 3.48 (2d ed.2003).
Second, a defendant owes a duty to protect a plaintiff when action by someone other than the defendant creates a foreseeable risk of harm to the plaintiff and the defendant and plaintiff stand in a special relationship. See Bjerke,
We have recognized a specific legal duty to warn under the special relationship doctrine.
In this case, the parties agree that they were not in a special relationship at the time of the incident. Rolland thus relies on our decision in Harper to argue that he owed no duty to warn Domagala under any formulation of the duty to warn. In Harper, a guest on a boat dove headfirst into shallow lake water and severed his spinal cord, rendering him a quadriplegic. Id. at
We have previously stated that an affirmative duty to act only arises when a special relationship exists between the parties. “The fact that an actor realizes or should realize that action on his part is necessary for another’s aid or protection does not of itself impose upon him a duty to take such action * * * unless a special relationship exists * ⅜ ⅜ between the actor and the other which gives the other the right to protection.”
Harper,
But to hold that Warper prohibits a breach of the duty of reasonable care based on a failure to warn, in addition to the imposition of a specific duty to warn absent a special relationship, would require us to read Harper out of context and apply its holding too broadly. A correct application of our analysis in Harper must be mindful of the historical distinction between misfeasance stemming from an actor’s own conduct and nonfeasance when someone other than the defendant creates the harm. In fact, when quoting Delgado in Harper, we omitted language making that very distinction. The full quotation from Delgado states:
The fact that an actor realizes or should realize that action on his part is necessary for another’s aid or protection does not of itself impose upon him a duty to take such action. Ordinarily, there is no duty to control the conduct of a third person to prevent him from causing physical harm to another unless a special relationship exists, either between the actor and the third person which imposes a duty to control, or between the actor and the other which gives the other the right to protection.
B.
Having held that Rolland did not owe Domagala a specific duty to warn as articulated in our cases discussing special relationships, we must next determine whether Rolland owed a general duty of reasonable care. The district court and the court of appeals held that Rolland owed a duty of reasonable care because he created an unreasonable risk of harm when he shook the skid loader’s bucket
(1) If the actor does an act, and subsequently realizes or should realize that it has created an unreasonable risk of causing physical harm to another, he is under a duty to exercise reasonable care to prevent the risk from taking effect.
(2) The rule stated in Subsection (1) applies even though at the time of the act the actor has no reason to believe that it will involve such a risk.
Domagala,
Section 321 has received heavy criticism from multiple jurisdictions.
C.
Although Rolland did not owe Domagala a duty to act with reasonable care pursuant to Restatement (Second) of Torts § 321, a duty can be imposed under other general negligence principles found in common law. Under common law principles, courts generally have considered the following factors when determining whether a defendant owed a duty of care: (1) the foreseeability of harm to the plaintiff, (2) the connection between the defendant’s conduct and the injury suffered, (3) the moral blame attached to the defendant’s conduct, (4) the policy of preventing future harm, and (5) the burden to the defendant and community of imposing a duty to exercise care with resulting liability for breach. See Lee & Lindahl, supra § 3.3. In Minnesota, the duty to exercise reasonable care arises from the probability or foreseeability of injury to the plaintiff. See Moorhead Econ. Dev. Auth. v. Anda,
We have imposed a duty of reasonable care to prevent foreseeable harm when the defendant’s conduct creates a dangerous situation. For example, in Zylka v. Leikvoll,
In a deposition, Rolland stated several times that safe operation of the skid loader required that the two pins holding attachments to the skid loader be “engaged fully.” But on the evening Do-magala was injured, Rolland admits that he unlatched one of the two pins holding the bucket attachment to the skid loader. He then let the bucket hang vertically by the remaining pin. Rolland explained that when the bucket hung vertically, none of its weight rested on the skid loader, thus transferring all of the bucket’s weight to the pin. With all of the attachment’s weight hanging on one pin, Rolland then began to shake the bucket with force sufficient to dislodge trapped debris. In the proceedings before the district court, Rolland never argued that using this “fluttering” technique to dislodge debris did not create a risk of harm to others. In fact, Rolland admitted more than once that he created a “very” dangerous situation because there was “a machine with a bucket in the air that was hanging on one pin.” We conclude that a reasonable person could expect that forcefully shaking a bucket attachment that was hanging vertically from a skid loader by one pin could cause injury to those in proximity to the skid loader. Therefore, Rolland owed a
D.
We next consider whether the general duty of reasonable care can include giving a warning as an exercise of reasonable care. A person acts with reasonable care when they exercise the “degree of care which a reasonably prudent person would exercise under the same or similar circumstances.” Minneapolis Emps. Ret. Fund v. Allison-Williams Co.,
The reasonable care standard itself does not vary based on the defendant’s conduct, but the degree of care required to satisfy that standard does change based on the circumstances presented to the parties. In other words, because increased danger alters the circumstances, the care that a reasonable person would use to respond to that increased danger will also change. Consequently, a defendant owes a duty to exercise the care commensurate with all known or reasonably foreseeable dangers. See Hanson v. Christensen,
Drawing upon the principle that the care exercised must adequately remedy the harm foreseeable from the defendant’s conduct, we have held that a defendant who owes a duty of reasonable care may satisfy that duty by warning foreseeable plaintiffs of impending danger. In Delgado, a case involving a hunting accident, we stated that the hunters’ duty of care included “extra precautions to insure that nobody [was] injured.”
These cases show that a defendant can exercise reasonable care in numerous ways. Whether a defendant’s cho
II.
Having established the law to be applied in this case, we next address whether the district court abused its discretion when it gave the jury the no-duty-to-warn and no-duty-to-protect instructions. The court of appeals held that the district court abused its discretion because the instructions “confused the negligence principles at issue,” and were prejudicial to Domagala because the instructions “seriously hampered [the] permissible argument that the exercise of reasonable care” can include giving a warning. Domagala,
The district court has broad discretion when selecting language for jury instructions. Peterson v. BASF Corp.,
Jury instructions must “convey a clear and correct understanding of the law of the case as it relates to all the parties involved.” Peterson v. Sorlien,
A.
The district court’s no-duty-to-protect instruction clearly misstated the law because it omitted key language regarding the duty to protect. The jury was instructed:
A person generally has no duty to act for the protection of another person. A legal duty to protect will be found to exist only if there is a special relationship between the parties and the risk is foreseeable. The Court has ruled, as a matter of law, that no duty to protect exists in this matter and you must not consider such a duty in your deliberation in this case.
This instruction is a misstatement of our special relationship jurisprudence. A correct statement of the law would read: “A person generally has no duty to act for the protection of another person when the harm was created by a third party. No duty to protect against harms created by others exists in this matter and you must not consider such a duty in your deliberation in this case.” See Bjerke,
B.
The district court also erred when it gave the jury Rolland’s requested no-duty-to-warn instruction, which stated:
A special relationship giving rise to a duty to warn is only found on the part of common carriers, innkeepers, possessors of land who hold it open to the public, and persons who have custody of another person under circumstances in which that other person is deprived of normal opportunities of self-protection. The Court has ruled, as a matter of law, that no duty to warn exists in this matter and you must not consider such a duty in your deliberation in this case.
The first sentence of this instruction does not materially misstate our law concerning the duty to warn in the context of a special relationship. But the parties in this case agreed that no special relationship existed between Domagala and Rolland. Therefore, this instruction was unnecessary. See, e.g., Botz v. Krips,
Furthermore, the second sentence of the instruction is confusing and misleading. As we stated at the outset of this opinion, the phrase “duty to warn” has more than one meaning under our law. When viewed
C.
When a district court gives an erroneous jury instruction, a new trial is warranted if the error destroys the substantial correctness of the charge as a whole, causes a miscarriage of justice, or results in substantial prejudice. See Anda,
In this case, duty and breach of duty were crucial issues. When jury instructions “are misleading and conflicting on a material issue, a new trial should ordinarily be granted unless the error is cured.” Lindstrom v. Yellow Taxi Co. of Minneapolis,
Because the special instructions in this case were, at best, misleading as to the crucial elements of duty and breach of duty, we conclude that the instructions were prejudicial to Domagala. As the complaining party, Domagala receives the benefit of the doubt that the prejudicial instructions affected the outcome of the case. We therefore affirm the decision of
Affirmed.
. We have also recognized a duty to warn in products liability cases. See Gray v. Badger Mining Corp.,
. Our research reveals that few state supreme courts have favorably cited Restatement (Second) of Torts § 321 in a majority opinion. See Winschel v. Brown,
. Rolland argues that allowing the jury to consider whether a reasonable person would have given Domagala a warning circumvents the requirements for imposing a specific duty to warn in a negligence case — the existence of a special relationship and foreseeable harm. As applied to this case, Rolland may be correct because, on remand, Domagala may argue to the jury that Rolland breached his duty of reasonable care by failing to warn Doma-gala of the bucket’s precarious position. But the key difference between imposing a specific duty to warn under our special relationship jurisprudence and our holding today is evident in the element of breach. If Rolland owed a specific legal duty to warn Domagala, failure to issue a warning could constitute a breach as a matter of law. But the duty of reasonable care may be satisfied in other ways. Because we hold that a defendant may breach the general duty of reasonable care by failing to give a warning, a jury is free to find that a defendant who failed to warn of impending harm was not negligent because the defendant acted in some other manner that mitigated the risk of harm to others.
