Dresser Industries, Inc. v. LeeDresser Industries, Inc. v. Lee
Lead Opinion
OPINION
Several courts of appeals have disagreed over the effect of our decision in Varela v. American Petrofina Co.,
I
Tyler Pipe Industries, Inc. operates a foundry where pipe is made using silica flour and silica sand. Arthur B. Lee began working at the foundry in 1964, when he was eighteen years old, and remained in that employment until 1972. For many years, including the entire period during which Lee worked at the foundry, the pipe-making process utilized there produced a powder of minute particles of silica which filled the air in the foundry. Lee and other workers inhaled this dusty air.
Inhaling silica dust may cause respiratory disease, a risk that has been recognized for more than a century and of which Tyler Pipe was well aware. Trade organizations like the National Foundry Association, to which Tyler Pipe belonged, published materials which Tyler Pipe received, warning of the dangers of using silica in foundries and recommending methods to lessen or prevent such dangers. Despite its knowledge of the risks of working around silica dust, Tyler Pipe took few precautions to safeguard its employees. It had a policy of requiring workers to wear respirators in the area of the plant where the silica material was mixed with water and sprayed, an area where Lee sometimes worked, but it is unclear how strictly that policy was enforced. There was no such policy in other areas of the plant, which were also very dusty. The dust bothered Lee, but since Tyler Pipe did not require him to wear any protective gear, and because of the heat in the foundry, he rarely used a mask and used a respirator only once.
One of Tyler Pipe’s suppliers of silica products was Dresser Industries, Inc. Dresser’s products were delivered to Tyler Pipe sometimes in bulk form and sometimes in bags. Although Dresser, too, was aware of the risks of inhaling silica dust, its bags did not bear a warning label.
Several years after leaving Tyler Pipe, Lee began to develop various respiratory diseases, including what was eventually diagnosed as silicosis. In 1987, Lee joined seventeen other employees of Tyler Pipe in a suit against Dresser and other suppliers of silica products, alleging that defendants’ failure to warn them of the risks related to the use of silica products caused their injuries. Tyler Pipe was immune from liability to plaintiffs or defendants because plaintiffs’ injuries were covered by workers’ compensation insurance. Tex.Rev.Civ.StatAnn. art. 8808-4.01, -4.04 (Vernon Supp.1993) (formerly Tex.Rev.Civ.Stat.Ann. art. 8306, § 3, Act approved June 10, 1963, 58th Leg., R.S., ch. 437, § 1, 1963 Tex.Gen.Laws 1132, amended and restructured without substantial change by Act approved May 17, 1983, 68th Leg., R.S., ch. 131, § 1, 1983 Tex.Gen.Laws 613, repealed and restructured without substantial change by Act of 1989, 71st Leg., 2d C.S., ch. 1, §§ 4.01, 4.04,1989 Tex.Gen.Laws 1, 32-33, eff. Jan. 1, 1991). By the time the case came to trial in 1990, Lee was the only remaining plaintiff, the others having settled, and Dresser was the only defendant. The case was tried on a single legal theory— strict liability — with Lee contending that the absence of warning labels on the bags of Dresser’s silica products rendered them unreasonably dangerous.
The trial court, relying primarily on Vare-la, excluded all evidence offered by Dresser
There may be more than one proximate cause of an event, but if an act or omission of any person not a party to the suit was the “sole proximate cause” of an occurrence, then no act or omission of any other person could have been a proximate or producing cause.
In addition, the trial court excluded certain evidence that Lee’s own negligence caused his injuries, and refused to submit an issue on contributory negligence to the jury.
The jury found that Lee suffered damages totaling $754,444.43, caused 96% by Dresser’s products and 4% by those of a settling defendant. The trial court rendered judgment against Dresser for 96% of the damages found by the jury, plus interest, a total of $755,972.04.
Dresser appealed. The court of appeals agreed with the trial court that Varela barred all evidence of Tyler Pipe’s negligence, even if offered to show that its negligence was the sole cause of Lee’s injuries. The court criticized what it perceived to be the rule of Varela but considered itself bound to follow that case. The court also held that the trial court did not err in refusing to submit contributory negligence to the jury because Dresser did not request an accompanying instruction that Lee had no duty to discover or guard against the dangers involved in using Dresser’s products. The court of appeals affirmed the trial court’s judgment.
Shortly before Dresser filed its petition for writ of error in this Court, Lee died.
II
In Varela, plaintiff sued the owner of the premises where he had been working at the time he fell and injured himself. Since the accident was covered by workers’ compensation insurance, plaintiff’s employer was immune from liability to either plaintiff or defendant. See former TexRev.Civ.Stat.Ann. art. 8306 § 3, now TbxRev.Civ.Stat.Ann. art. 8308-4.01, -4.04. However, the trial court instructed the jury to apportion responsibility among all persons whose negligence caused the accident. The jury assigned plaintiff 15% responsibility, defendant 43%, and plaintiffs employer 42%. The trial court rendered judgment for plaintiff against defendant for only 43% of the damages found by the jury, and plaintiff appealed. This Court summarized the issue raised on appeal and its holding as follows:
The sole question before us is whether an employer’s negligence may be considered in a third-party negligence action brought by an employee arising out of an accidental injury covered by workers’ compensation insurance. We hold that under applicable statutes, the employer’s negligence may not be considered.
The only issue addressed in Varela was whether defendant was hable for that part of plaintiffs damages caused by plaintiffs employer. See Magro v. Ragsdale Bros., Inc.,
Not only did we not espouse Lee’s broad position in Varela, we should not do so now. If a defendant were unable to show the role of plaintiffs employer in the circumstances of plaintiffs injury, the defendant would be limited in its defense to countering evidence that its negligence caused the injuries. A defendant is entitled to try to con- ' vince the jury that not only did it not cause plaintiffs injuries, but someone else did. A void of evidence concerning the employer’s conduct would leave a logical hiatus in the story presented to the jury. With no one allowed to show what part the employer’s conduct played, the jury would be left to wonder whether anyone other than the defendant could have caused plaintiffs injuries. The court of appeals agreed that the rule urged by Lee had unjust consequences, but felt that it correctly expressed the holding of Varela.
Dresser was thus entitled to show that Tyler Pipe’s negligence was the sole cause of Lee’s injuries. Dresser offered evidence, which the trial court excluded, to show that Tyler Pipe failed to ventilate its foundry properly and to require employees to wear safety masks. The jury could have concluded from this evidence that Tyler Pipe was negligent and that its negligence was a cause of Lee’s injuries. The fact that Dresser failed to include in the labels on bags of its silica products warnings about risks involved in the use of those products does not preclude a finding that Tyler Pipe’s negligence was the sole cause of Lee’s injuries.
In Technical Chemical Co. v. Jacobs,
In the present case, evidence was adduced at trial that Lee had an eighth grade education, had difficulty reading, and thus did not pay attention to warning labels.
Ill
Because this case must be remanded for a new trial, we consider two other matters raised and argued by the parties which will be significant in any retrial of this case. The first is whether Dresser is entitled to have the jury instructed regarding sole cause if that issue is raised by the evidence. The second concerns the manner in which plaintiffs contributory negligence should be submitted to the jury if raised by the evidence.
A
In First International Bank v. Roper Corp.,
We have never extended Roper to apply to a post-Duncan or statutory comparative causation case, nor could we do so without also extending the reasoning on which it was based. One court has held that Roper does not and should not apply in such cases. Ahlschlager v. Remington Arms Co.,
B
The court of appeals held that Dresser was not entitled to have the issue of Lee’s contributory negligence submitted to the jury because the issue Dresser requested was not “in substantially correct wording” as required by TexR.Civ.P. 278. The defect, according to the appeals court, was that the contributory negligence question which Dresser requested was not accompanied by an instruction to the effect that a plaintiff has no duty to discover defects in a product or guard against their existence. We have held that plaintiff has no such duty. Shamrock Fuel & Oil Sales Co. v. Tunks,
Assuming that this rule is correct, Dresser had no burden to request that the jury be instructed on the rule. Dresser contends that there was no evidence suggesting that Lee was negligent in failing to discover the risks of using silica products, and therefore there was no need for the limiting instruction. Regardless of whether Dresser was correct in this contention, it was not required to request an instruction which, according to its view of the case, was not raised by the evidence and was not proper. If the evidence raised an issue whether Lee’s own negligence caused his injuries, Dresser was entitled to its requested issues on contributory negligence, and the burden was on Lee to object to the absence of a limiting instruction.
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The judgment of the court of appeals is reversed and the case is remanded to the trial court for further proceedings consistent with this opinion.
Notes
. In a companion case to Varela, Teakell v. Perma Stone Co.,
. In a prior case, W.B. Hinton Drilling Co. v. Zuniga,
. The dissent characterizes this sentence as "assuming" that persons with limited educations will not heed warning labels. Post at 755. We assume no such thing; we simply do not assume that such persons will always read and follow instructions. They may, or they may not, and when the evidence concerning whether they did is conflicting, the jury should resolve the conflict.
. Allowing the issue to be submitted to the jury does not, contrary to the dissent's statement, deprive Lee of his legal rights. Lee was entitled to convince the jury that he would have heeded warnings had they been given. Nor is it “elitist”, post at 758, to insist that fact issues be submitted to the jury.
Dissenting Opinion
dissenting.
In this case a manufacturer provided no warnings of any kind whatsoever concerning its product, which is lethal if inhaled over an extended period of time. In its defense, the manufacturer says its product was so dangerous that the decedent’s employer should have provided the warning. Additionally the manufacturer alleges that the deceased worker, who it contends was too ignorant to have understood a warning anyway, should have discovered the defect himself.
I.
Today’s opinion rewrites the product safety law of Texas to deny protection to those who have “only an eighth grade education,” by assuming that such people would “not pay attention to warning labels.”
when a manufacturer fails to give adequate warnings or instructions, a rebuttable presumption arises that the user would have read and heeded such warnings or instruc-tions_ This presumption may be rebutted with evidence that the user was blind, illiterate, intoxicated at the time of the product’s use, irresponsible, lax in judgment, or by some other circumstance tending to show that the improper use would have occurred regardless of the proposed warnings or instructions.
As if this were not enough injustice for one opinion, the majority concludes that those Texans who have unpleasant “working conditions” deserve less protection from our product safety laws than the rest of us.
But now this presumption is permitted to evaporate apparently because of Lee’s testimony that, while at times “bothered” by dust, he chose not to wear a mask.
A more general problem with instructions of this type is their tendency to tilt the jury charge unfairly to one side or the other. Our disapproval of unnecessary, surplus instructions, which in one case may work to the advantage of the plaintiff and in another to that of the defendant, has until today been uniform. See, e.g., Turner v. Gen. Motors Corp.,
Rather than acknowledging all of these rulings, the majority references only Roper, which it discounts as not “apply[ing] to a post-Duncan [v. Cessna Aircraft Co.,
appropriate special issues ask the jury about the existence of a product defect and its causal connection to the accident. Any additional instructions serve merely to distract the jury’s attention from the essential issues of the case.
Magro certainly indicates that surplus instructions remain as harmful after Duncan as before it.
II.
In addition to blaming the victim for his death, Dresser also blames his employer. A third party cannot shift responsibility for its own shortcomings or those of its product’s to an injured person’s employer under our unanimous holding in Varela v. Am. Petrofina Co.,
Since the employer’s negligence “may not be considered,” there is certainly no basis for introducing evidence of a matter that cannot
erroneously ordered the trial court to submit Sanders’ misuse as contributory negligence pursuant to Duncan ... apparently believ[ing] that Sanders should be treated as a settling defendant under Duncan because Magro received workers’ compensation for his injuries.
[t]he Duncan decision established a comparative causation scheme under which a non-settling defendant manufacturer can receive contribution from settling defendants. A plaintiffs recovery and a manufacturer’s liability are reduced by the percentage of causation attributable to a settling defendant’s negligence. Duncan,665 S.W.2d at 432 . The provisions of the Workers’ Compensation Act prevent Mag-ro from having a right of recovery against [the co-worker,] Sanders. Since a defendant’s right of contribution is derived from a plaintiffs right of recovery, Ragsdale Brothers has no claim for contribution against Sanders under Duncan. Varela,658 S.W.2d at 563 . Accordingly, we hold that a co-employee’s negligence should not be considered in a third party products liability action when the plaintiffs injuries were covered by workers’ compensation.
Id. at 836.
To the extent that our law shifts to the third party tortfeasor responsibility for an employer’s share of any resulting damages, this results from a legislative decision, which if unwarranted should be changed in that forum, not here. Moreover, this is a particularly unworthy case for this majority to superimpose its own social policy preference, since Dresser representatives never made the slightest recommendation for improved safety or worker warnings during any of their repeated visits to the employer’s plant.
III.
The next well settled law of the state to be disturbed today is the rule that
[c]ontributory negligence of the plaintiff is not a defense when such negligence consists merely in a failure to discover the defect in the product, or to guard against the possibility of its existence.
Shamrock Fuel & Oil Sales v. Tunks,
The same testimony of Lee’s not having worn a mask despite having been “bothered” by dust, which Dresser urges to overcome the Magro presumption, is also advanced as justification for a jury instruction on contributory negligence. But since it introduced no evidence of Lee’s awareness of the lethal qualities of silica under prolonged exposure, Dresser’s argument amounts to no more than a claim that Lee was negligent in failing to discover this danger, and under longstanding Texas law that argument must fail.
With the elitist view that our safety laws should afford less security to the poorly educated or those who endure a hot workplace, the majority has indeed provided a sweeping new statement of the law regarding failure to warn. But the most significant warning of today’s opinion is the further indication that our Texas jurisprudence is being eroded as
. There are 1,387,528 Texans, 25 years and older, with less than a ninth grade education. Census of Population & Housing, 1990: Summary Tape file 3, Texas, machine readable data files prepared by the Bureau of the Census, Washington, D.C. 1991.
. Contrary to the majority’s suggestion, there is no "conflicting” evidence here as to whether Lee would “read and follow instructions.”
Q: What school did you go to?
A: Chandler, Texas and Athens, Texas.
Q: Did you go up through eighth grade?
A: Yes, I did.
Q: Mr. Lee, do you have some trouble reading?
A: Yes, I do.
Q: Would you have any trouble reading a warning sign or anything of that nature though?
A: I do recognize warning signs.
Q: Do you have a driver’s license?
. A: Yes, I do.
Q: Did you have a police officer get in a car with you and you passed the driving test?
A: Yes, sir.
Q: Including recognizing the warning signs, et cetera?
A: Yes.
. As Lee testified:
Q: Was there ever an occasion that you wore a respirator out there?
A: I wore one once.
Q: Why did you wear it?
A: Well, I wore it to try to keep all that old white powder silica out of my mouth and nose and that’s why I tried wearing one and it was so hot and so — got so sweaty until I couldn't, you know, keep it on on account of — well, if I had kept it on, I probably would have fell out and I just couldn't keep it on long it was so hot and dusty in there....
.As the record demonstrates:
Q: Mr. Lee, did you try wearing a respirator because you had heard that the silica was dangerous or because it was a nuisance?
A: No, I tried wearing it on account of trying to keep it out of my nose and mouth.
Q: But no one told you it could cause a disease, did they?
A: No, they didn't.
⅝ * * * # *
Q: If you had known that you could be suffering from the type of disease you have here today by breathing that silica flour, would you have voluntarily exposed yourself to that silica?
*757 A: No, I wouldn’t.
Q: If there had been no way to get a respirator or something else to wear, would you have continued to work on around that silica?
A: No, I wouldn’t.
. This case is like Roper, where the third party’s negligence was not submitted to the jury, rather than like Duncan, where the third party’s negligence was submitted. See discussion infra of Varela v. Am. Petrofina Co.,
. Instead of following the repeated writings of this court, the majority simply elevates Ahlschlager v. Remington Arms Co.,
. In its discussion of this rule, the majority "as-sum[es]" that the rule "is correct.”
. See, e.g., Ruiz v. Conoco,