ELTON FITZGERALD ELLIS v. WEASLER ENGINEERING INC; ET AL
No. 99-30965
United States Court of Appeals, Fifth Circuit
July 11, 2001
Before SMITH and DENNIS, Circuit Judges, and HARMON,* District Judge.
DENNIS, Circuit Judge:
In this diversity jurisdiction civil action based on Louisiana products liability law, the manufacturer, Nut Hustler, Inc.,
I. Facts and Procedural History
In the pecan-harvesting season of 1996-1997, the plaintiff, Elton Ellis, worked for Clarence Spotsville harvesting pecans on Mr. Spotsville‘s farm in Colfax, Louisiana. Mr. Ellis‘s job
On the day of the accident, February 6, 1997, Mr. Spotsville picked up Mr. Ellis in his truck and bought each of them a can of beer on their way to the pecan orchard. After drinking “two sips” or a can of beer,2 Mr. Ellis started the tractor and set out to collect fallen pecans with the Nut Hustler machine attached to the tractor. The harvester‘s pecan-picking function was powered by a spinning drive shaft attached to a power take-off on the tractor. As he was circling the first pecan tree, Mr. Ellis noticed that the harvester was not ejecting leaves, twigs, and debris as it should when properly harvesting pecans. Mr. Ellis testified:
It wasn‘t blowing out the leaves. It was stopped up, so I did my normal routine, what I always do, that‘s the way I was taught, was to stop the tractor, leave the P.T.O. running and get off the tractor, walk back there and see what was not spinning back there on the spinner, see what was stopped up, what was causing it.
Thus, to identify the part of the harvester that was not working properly, Mr. Ellis left the tractor motor idling in neutral gear and the drive shaft spinning, SO that he could see where the
Mr. Ellis testified that both Mr. Spotsville and Mr. Valle, another pecan farmer for whom he had worked, taught him to follow this procedure to determine the nature of the problem when the harvester was not performing effectively. The plaintiff‘s expert witness, Mr. Mansel Mayeux, a retired Louisiana State University professor of agricultural engineering who had extensive experience in research, design, and safety of agricultural machinery, testified that Mr. Ellis had not engaged in an unexpected or improper use of the pecan harvester: “When you inspect a machine like that when you have a problem, you may have to leave it running in order to tell what the problem is. You turn it off and nothing is happening, so you don‘t know what‘s wrong, so you‘ve got to leave it on.”3 The defendant‘s expert witness, Dr. Gerald Whitehouse, who had three degrees in mechanical engineering and specific expertise in mechanical design, testified that pecan harvesting was the reasonably anticipated use of the pecan harvester and that this was his understanding of what Mr. Ellis was doing at the time of the accident. Nut Hustler did not present any evidence that it reasonably should not have expected ordinary persons to troubleshoot a malfunctioning harvester in the field by
Mr. Ellis walked around the pecan harvester and inspected its working parts, but he was not able to identify the cause of the malfunction. Because of the cold weather, Mr. Ellis was wearing a long flannel jacket over his trousers and undergarments. This was not unusual garb for pecan harvesting, as he testified without contradiction that Mr. Spotsville and Mr. Valle wore similar jackets in the field. As he headed back to the tractor, he noticed that a bolt on the front of the harvester was loose and dangling. (This was a different bolt from the one on the drive shaft involved in the accident.) He walked over and looked at the dangling bolt for a moment. Then he turned and walked toward the tractor again. Suddenly, the spinning drive shaft caught some part of his clothing and pulled him back into the machinery. Mr. Ellis testified:
So I walked back there and I looked and I couldn‘t seem to find what the problem was, so I said, well, I‘ll go cut the machine off and come back and look again. So as I headed back to the tractor, I noticed that another bolt was loose. I heard it dangling. So I walked over and I looked over at it, and as I glanced and I turned around and I headed back to the tractor, that‘s when—I don‘t know. I don‘t know what happened to me. I just felt something grab me from the back, and as it grabbed me from the back, it made me lose my balance, you know, and it pulled me into it.
After the clothing covering Mr. Ellis‘s arm became tightly wrapped around the spinning drive shaft, his body was thrown away from the shaft, tearing off his arm at the shoulder.
The district court‘s ruling on the post-trial motions succinctly describes the evidence from which it concluded that the jury reasonably found in favor of Mr. Ellis on the issues of reasonably anticipated use, unreasonably dangerousness in design and lack of adequate warning, and proximate causation of injury. The pertinent part of the district court‘s ruling provides:
In this case, there was sufficient evidence that Ellis used the pecan harvester for the exact purpose for which it was intended, gathering pecans. Further, there was testimony that Ellis was inspecting the machine when his shirt became twisted in the rotating machine. Such a use is consistent with the purpose of the product. See [Kampen v. American Isuzu Motors, Inc., 157 F.3d 306, 309 (5th Cir. 1998) (en banc)]. The defendant argues that the placement of a large bolt on the drive shaft was an unreasonable and unanticipated use of the pecan harvester. Consideration of the placement of the bolt is more appropriate when analyzing the issue of alteration and modification of the product.
The unreasonably dangerous question encompasses the reasonably anticipated alteration or modification issue. See
9:2800.54(C)(1997) . That is the issue before this court: whether there is legally sufficient evidentiary basis for a reasonable jury to find that the modifications made to the machine could be reasonably anticipated by the defendant.From the evidence presented, the jury could have found that the pecan harvester was unreasonably dangerous when it left the Nut Hustler‘s control. Basil Savage, the majority shareholder in Nut Hustler,4 testified that he had developed a shield for the drive shaft in the early 1980‘s. He placed this shield on the pecan harvester of his other company, Savage Equipment Company. He discussed the need for the shield with Jimmy Goforth, another shareholder of Nut Hustler and manager of the company, but Goforth would not place the shield on the Nut Hustler equipment. Savage admitted that a guard could have been manufactured and installed at a reasonable cost and would provide protection for an operator. In addition, Savage testified that [the designer] sent Nut Hustler a blueprint of the pecan harvester in 1978 that warned them that the drive shaft had no shield and such a shield should be provided by the implement manufacturer, Nut Hustler.
Mansel Mayeux, plaintiff‘s expert in agricultural
Mayeux also opined that the unshielded drive shaft would be dangerous absent any protruding objects. Further, he stated that the two nut projection designed by Nut Hustler was unreasonably dangerous if unprotected by a shield. In this case, the jury could have found that the pecan harvester was unreasonably dangerous in design and that the addition of the large bolt was not unreasonable or unforeseeable.6 There was sufficient evidence that both the lack of the shield and the addition by the owner of a large bolt contributed to Ellis’ injury. Nonetheless, the culprit, according to believable testimony, is the lack of a protective shield. There is ample evidence that without a shield, the accident would have occurred with or without the presence of the awkward bolt added by the owner. This is supported in the jury‘s finding of Mr. Spotsville as being 30% at fault.7 For these reasons, the defendant‘s motion for a new trial or for a judgment as a matter of law is denied.
II. Judgment as a Matter of Law
A. Louisiana Products Liability Act
The Louisiana Products Liability Act (LPLA),
The claimant has the burden of proving the elements of reasonably anticipated use, unreasonable dangerousness in design or lack of adequate warning, and proximate causation.
B. Distinguishing Between Decisions on Law and Facts in Louisiana Cases
Under the Louisiana state constitution, the general rule as to the scope of appellate review in civil cases is that the jurisdiction of the supreme court and the courts of appeal extend to questions of fact as well as to questions of law.
“[C]onflicting decisions upon the same issue of fact do not necessarily connote erroneous judicial action. Differences in proof and the latitude necessarily allowed to the trier of fact in each case to weigh and draw inferences from evidence and to pass upon the credibility of witnesses, might lead an appellate court to conclude that in none is the judgment erroneous.”
Id. (quoting Worcester County Trust Co. v. Riley, 302 U.S. 292, 299 (1937))(discussing how the court reached a different result from that in Johnson v. Wilson, 97 So. 2d 674, 679 (La. 1957), rev‘d on other grounds, 118 So. 2d 450 (La. 1960), when the basic facts in the two cases were the same). See also State, Dep‘t of Highways v. Martin, 215 So. 2d 142, 143 (La.Ct.App. 3rd Cir. 1968); Wright v. Paramount-Richards Theatres, 198 F. 2d 303, 308 (5th Cir. 1952).
Unlike the
Thus, in diversity cases, a federal court or jury can be bound by a Louisiana court‘s creation or interpretation of state law but not by a state court‘s finding or decision on the facts of a particular case. Wright, 198 F.2d at 308. Indeed, it is an error of law for a federal district court in a diversity case to
Accordingly, in evaluating the Louisiana decisions cited by Nut Hustler in support of its motion for judgment as a matter of law, we must first determine whether the state decisions upon which it relies make or interpret state law on point. After carefully studying those Louisiana cases, we conclude that none of them do so. Rather, each decision relied upon by Nut Hustler constitutes only a finding of an adjudicative fact12 specific to that particular case, viz., whether the claimant‘s damage in that particular case
Actually, Nut Hustler does not contend that the Louisiana cases it cites make or interpret state law with respect to the reasonably expected use of a product. Nut Hustler argues instead that we must grant its motion for judgment as a matter of law because in a number of cases Louisiana courts have found that a claimant‘s injury did not arise from a reasonably expected use of a product based on facts that were “closely analogous” or “strikingly similar to the present circumstances.” That argument is based on a faulty notion of binding factual precedents, however, which is contrary to the well-settled jurisprudence of this circuit that in diversity cases we are bound by Louisiana courts’ decisions making or interpreting state law but not by their findings of facts in particular cases. See Wright, 198 F.2d at 307-08; Miskell, 439 F.2d at 791; Shirey, 327 F.2d at 552 (5th Cir. 1964); Inkenbrandt, 306 F.2d at 119; St. Paul Fire & Marine Ins. Co., 302 F.2d at 328; Davis, 266 F.2d at 764; LaBuff, 126 F.Supp. at 763; Boeing, 411 F.2d at 379 n.4 (Rives, J., concurring).
That the Louisiana cases cited by Nut Hustler represent only findings of facts in particular cases with respect to reasonably expected use of a product, not the making or interpreting of law on that issue, is evident from a brief survey of them. (Also evident is the questionableness of Nut Hustler‘s contention that the Louisiana decisions it cites are “closely analogous” or “strikingly similar” to the present case on the facts. The Louisiana cases involve a wide array of dissimilar products and uses, and none of them involves the use of a pecan harvester. We pretermit discussion of the factual analogies or contrasts between those decisions and the case at bar, however. They are not relevant to our decision, because we are not bound by the state courts’ findings of facts in our review of this federal diversity civil jury trial.)
In Myers v. American Seating Co., 93-1350 (La. App. 1 Cir. 5/20/94), 637 So. 2d 771, relied upon heavily by Nut Hustler, the court of appeal reversed a directed verdict for the manufacturer on the issues of the “unreasonable dangerousness” and “reasonably anticipated use” of a folding chair because “based on the evidence presented to the jury, reasonable people could have reached a different conclusion.” Id. at 778. After conducting a trial de novo on the record, the court of appeal found that the plaintiff‘s use of the folding chair as a step ladder by standing on the rear
In Kelley v. Hanover Ins., 98-506 (La. App. 5 Cir. 11/25/98), 722 So. 2d 1133, 1137, a teenage boy died as the result of his intentional inhalation of propane gas to get high. The appellate court upheld summary judgment for the defendant manufacturers on the issue of whether intentional inhalation was a reasonably anticipated use of the product because the evidentiary basis in that case was not sufficient to support a reasonable trier of fact‘s finding to the contrary. Again, this case does not establish a rule of law or change the LPLA‘s legal definition of reasonably anticipated use; it merely decides that based on the summary judgment evidence presented in that particular case a reasonable trier of fact could not have found for the claimant on that issue.
In Johnson v. Black & Decker U.S., Inc., 29-996 (La. App. 2 Cir. 10/31/97), 701 So. 2d 1360, 1365, after reviewing the record, the appellate court affirmed the jury‘s factual finding that the plaintiff‘s use of a power miter saw without the safety guard, which was attached at the time of the sale, should not have been reasonably anticipated by the defendant manufacturer. Far from being a creation of law or a gloss on the LPLA, this was simply an appellate determination that the jury‘s finding of fact was not unreasonable; the appeals court did not address whether a contrary finding also would have been reasonable based on that particular evidentiary record. In other words, the appellate court made no law because it merely reviewed the jury‘s findings of fact for manifest error and, finding none, affirmed.
The foregoing analysis of the Louisiana court decisions and
C. Sufficiency of Evidence and Judgment As a Matter of Law in Federal Diversity Cases
“We review de novo the district court‘s ruling on a motion for judgment as a matter of law, applying the same legal standard as the trial court.” Flowers v. S. Reg‘l. Physician Servs., No. 99-31354, 2001 WL 314603, at *4 (5th Cir.(La. 2001)) (citing Ford v. Cimarron Ins. Co., 230 F.3d 828, 830 (5th Cir. 2000); Brown v. Bryan
Whether the evidence presented at trial is sufficient to create an issue of fact for the jury or will permit the court to enter judgment as a matter of law is governed by federal rather than state law. Thrash v. State Farm Fire & Cas. Co., 992 F.2d 1354 (5th Cir. 1993); Boeing Co. v. Shipman, 411 F.2d 365 (5th Cir. 1969) (en banc), overruled on other grounds by Gautreaux v. Scurlock Marine, Inc., 107 F.3d 331, 337 & 339 (5th Cir. 1997). This is the majority rule of the federal circuits. 9A CHARLES A. WRIGHT & ARTHUR R. MILLER, FEDERAL PRACTICE AND PROCEDURE § 2525 (2d ed. 1994)(“WRIGHT & MILLER”); id. at 118 (Supp. 2001); 9 JAMES W. MOORE ET AL., MOORE‘S FEDERAL PRACTICE § 50.66 (3d ed. 1999). Moreover, “[c]oncerning matters covered by the
Under
D. There Was a Legally Sufficient Evidentiary Basis For A Reasonable Jury to Find for Mr. Ellis on the Issue of Reasonably Anticipated Use; The District Court Correctly Denied Nut Hustler‘s Motion for Judgment as a Matter of Law.
In denying Nut Hustler‘s motion for a judgment as a matter of law, the district court stated:
In this case, there was sufficient evidence that Ellis used the pecan harvester for the exact purpose for which it was intended, gathering pecans. Further, there was testimony that Ellis was inspecting the machine when his shirt became twisted in the rotating machine. Such a use is consistent with the purpose of the product.
(citing Kampen v. Am. Isuzu Motors, Inc., 157 F.3d 306, 309 (5th Cir. 1998) (enbanc)(The LPLA‘s “objective inquiry requires us to ascertain what uses of its product the manufacturer should have reasonably expected at the time of manufacture.”)).15
After reviewing the record, we conclude that the district court correctly analyzed the evidence and applied
For example, Mr. Ellis testified that in inspecting the malfunctioning pecan harvester he followed the procedure that he had been taught by two experienced pecan farmers. He was instructed to leave the tractor motor running in neutral gear, with the drive shaft engaged to the power take-off, while he inspected the harvester. The purpose of leaving the harvester operational during the inspection was to distinguish working from non-working parts, so as to facilitate identification of the part of the harvester that was broken, stuck, or otherwise impaired. The plaintiff‘s expert in agricultural machinery also testified that this was the normal procedure for detecting the trouble with such machinery in the field. He said that many problems could not be detected unless the machine was activated. The jury reasonably could have inferred that it would not have been practicable or reasonably expected for a farm worker to haul the harvester to the shop each time it malfunctioned without first performing a field inspection. Further, the jury reasonably could have found that the manufacturer‘s own expert agreed that Mr. Ellis‘s use of the harvester during his inspection of it was a reasonably anticipated use.
Nut Hustler‘s principal argument on appeal appears to be that Mr. Ellis‘s “leaving the machinery fully operational while he walked around the harvester with loose-fitting clothing to look for a possible malfunction” was a “use” but not a “reasonably anticipated use” of the product.16 In its main argument, however, Nut Hustler does not directly address the evidence in attempting to explain why a reasonable jury could not have found for Mr. Ellis on that issue. Instead, Nut Hustler presents an argument based on a complex inexplicit analogy drawn from a detailed survey of
Nut Hustler asserts that “[t]he Louisiana decisions over the last ten years leave no doubt that the answer to that question must be in the negative” and that “[t]here is a pattern in all of these cases, and the pattern dictates the result in this case.” Thus, there is an excluded middle in Nut Hustler‘s argument. Nut Hustler does not even attempt to explain exactly how the widely-varying facts and circumstances of its sample of cases demonstrate that no reasonable jury could have found for Mr. Ellis on the quite different anticipated use issue created by the unique circumstances, product, and use in the present case.
More important, as indicated in our discussion of the distinction between interpretations of law and findings of fact in Louisiana cases, the findings of fact on the issue of reasonably anticipated use in Nut Hustler‘s case sample do not constitute creations or interpretations of Louisiana law. Therefore, those
Nut Hustler‘s other argument in support of its motion for judgment as a matter of law is also without merit; it alludes to several different theories but fully develops none, perhaps because they are not supported by the evidence and the applicable law. Essentially, Nut Hustler recounts evidence tending to show that (1) Mr. Spotsville had removed and failed to replace some of the original shields covering other moving parts (different from the spinning drive shaft) of the pecan harvester, and (2) after the original bolt in the drive shaft and several of its replacements had broken, Mr. Spotsville inserted a longer bolt that protruded further out of the drive shaft than the original bolt. From this premise Nut Hustler leaps to the conclusion that “[t]he sum total of all of the foregoing testimony, when compared to the results in
This argument seems to be an amalgam of Nut Hustler‘s main argument based on factually “analogous” Louisiana cases (discussed and rejected above), impermissible attacks upon the verdict‘s finding that the product was unreasonably dangerous and a proximate cause of the accident not challenged on appeal, and the notion that the manufacturer reasonably should not have expected an ordinary farm worker like Mr. Ellis to use the pecan harvester with a long replacement bolt in its drive shaft, a slightly different approach from its earlier argument that a field inspection during the harvester‘s dysfunctional operation was not reasonably expected.
Nut Hustler did not challenge the jury‘s verdict that Mr. Ellis‘s injury was proximately caused by Nut Hustler‘s product that was unreasonably dangerous in design or in its lack of an adequate warning. Consequently, Nut Hustler‘s second argument is precluded insofar as it suggests that Mr. Spotsville‘s negligence was the sole proximate cause of the accident; or insofar as it suggests that the product was not unreasonably dangerous at the time it left the control of the manufacturer but was rendered unreasonably dangerous only because of an alteration or modification of the product that reasonably should not have been anticipated. These arguments cannot be entertained for two reasons. First, they are
Moreover, there was a legally sufficient basis for rejecting Nut Hustler‘s arguments and finding that Mr. Ellis‘s injury arose from a reasonably anticipated use of the pecan harvester. The evidence is undisputed that the accident was not caused by the missing original equipment shields but by the drive shaft which was uncovered or unshielded when it left the control of the manufacturer. The record contains evidence from which a reasonable jury could find that Nut Hustler‘s owners actually or reasonably should have anticipated that farmers would replace broken bolts in the harvester‘s drive shaft by using longer bolts if they did not have bolts of the exact length as the original bolts on hand. One of Nut Hustler‘s owners, Mr. Goforth, stated that replacing a broken bolt on a harvester by “rigging” it with a larger bolt was “a typical farmer deal”-one that was common among “all your farmers.” There also was a legally sufficient basis for the jury‘s
Nut Hustler also argues that Mr. Ellis‘s conduct in wearing a loose-fitting coat while inspecting the harvester was not reasonably expected in connection with his use of the machine. However, there was no evidence that the jacket was either unusual apparel for a pecan farm worker or extremely ill-fitted for Mr. Ellis. Mr. Ellis testified without contradiction that Mr. Spotsville and Mr. Valle wore similar jackets in the pecan orchards. No witness testified that the jacket was unusual or unreasonably big or long for Mr. Ellis or his work. Pecans are harvested in the fall and winter. The jury reasonably could have found that Nut Hustler reasonably should have expected that farm workers using the harvester to pick up pecans in February would wear long, heavy jackets during their work on cold days. See Johnston v. Hartford Ins. Co., 623 So. 2d 35, 36-37 (La.Ct.App. 1st Cir. 1993) (“[T]he manufacturer is obligated to anticipate the environment in which the product will be used and to give notice of the potential risks arising from [reasonably anticipated] use in the foreseeable environment.”)(citing Bloxom v. Bloxom, 512 So. 2d 839, 843 (La. 1987)).
Applying the standards dictated by
III. Motion For a New Trial
The jury answered affirmatively interrogatory number three (“Do you find from a preponderance of the evidence that Elton Ellis was negligent in his use of the pecan harvester?”) and negatively interrogatory number four (“Do you find from a preponderance of the evidence that Elton Ellis‘[s] negligence was a cause of the accident?”). Nut Hustler moved for a new trial on these questions, arguing that these answers are inconsistent and irreconcilable.
The trial court‘s ruling on a motion for a new trial must be given deference and will only be reversed if the trial court abused its discretion. See Browning-Ferris Indus. of Vermont, Inc. v. Kelco Disposal, Inc., 492 U.S. 257, 278 (1989); Smith v. Riceland Foods, Inc., 151 F.3d 813, 821 (8th Cir. 1998) (“A district court has discretion to decide whether a jury‘s findings on a verdict form are incomplete, confusing, or inconsistent and whether to resubmit the claim to the jury. The district judge, who has observed the jury during the trial, prepared the special verdict questions and explained them to the jury, is in the best position to determine whether the answers reflect confusion or uncertainty.”)(citations and quotations omitted); see also Cantellops v. Alvaro-Chapel, 234 F.3d 741, 744 (1st Cir. 2000). We conclude that the trial court‘s ruling was not an abuse of its decision.
“We are required under the Seventh Amendment to make a concerted effort to reconcile apparent inconsistencies in answers to special verdicts if at all possible.” Atlantic & Gulf Stevedores, Inc. v. Ellerman Lines Ltd., 369 U.S. 355, 364 (1962); Griffin, 471 F.2d 911, 915 (5th Cir. 1973). See also Watkins v. Fibreboard Corp., 994 F.2d 253, 256 (5th Cir. 1993), overruled on other grounds by White v. Grinfas, 809 F.2d 1157, 1161 (5th Cir. 1987); Davis v. W. Cmty. Hosp., 755 F.2d 455, 465 (5th Cir. 1985);
This court in Snyder v. Trepagnier, 142 F.3d 791, 800 (5th Cir. 1998), set forth our test for whether seemingly inconsistent jury verdicts may be reconciled as follows:
In reviewing jury answers to special verdicts, we must make a “concerted effort to reconcile apparent inconsistencies . . . if at all possible.” Alverez v. J. Ray McDermott & Co., 674 F.2d 1037, 1040 (5th Cir. 1982). We must ask whether “the answers may fairly be said to represent a logical and probable decision on the relevant issues as submitted, even though the form of the issue or alternative selective answers prescribed by the judge may have been the likely cause of the difficulty and largely produced the apparent conflict.” Griffin v. Matherne, 471 F.2d 911, 915 (5th Cir. 1973). Only if there is no view of the case that will make the jury‘s answers consistent may we set aside its decision. Id.
In considering whether the seemingly inconsistent verdicts may be reconciled, the court must view the evidence in the light most favorable to upholding the jury‘s decision by a finding of consistency. See Hiltgen v. Sumrall, 47 F.3d 695, 701 (5th Cir. 1995). Additionally, the special verdicts “must be construed in light of the surrounding circumstances” of the case. Kroeger, 422 F.2d at 178; Davis, 755 F.2d 465.
In Mr. Ellis‘s case the jury was presented with evidence that he had consumed alcohol before he began operating the harvester on the day of the accident. The jury‘s verdict finding him negligent may be reasonably interpreted as reflecting that his consumption of alcohol before operating farm machinery was a form of negligence.
We must be especially careful when reviewing the sufficiency of the evidence where the party seeking relief, the defendant[] in this case, had the burden of proof on the issue in question. We reiterate that defendants had the burden of establishing that [Ellis]‘s negligence was a proximate cause of the . . . accident. Although we must uphold the jury‘s findings that [Ellis] acted negligently, we cannot say that the defendant[] presented such proof that a reasonable jury could only conclude that [Ellis]‘s negligence was a factual and legal cause of the accident. Therefore, we hold that the jury‘s findings regarding negligence and proximate causation are supported by legally sufficient evidence.
Hiltgen, 47 F.3d at 703 (citations omitted).
The foregoing reconciliation of the jury‘s verdicts is consistent with Louisiana law. Under
In conclusion, because it is possible to reconcile the jury‘s special verdicts, the district court did not abuse its discretion in denying Nut Hustler‘s motion for new trial and entering judgment
Conclusion
For the reasons assigned, the judgment of the district court is AFFIRMED.
Notes
157 F.3d at 311-12.[A] plaintiff may act in relation to a product in such a way that, while it does not change the physical stresses placed on a product, nevertheless increases the risk of injury associated with the product. A manufacturer is required to take these kinds of actions by product users into account when designing and providing warnings for its product. Surely the manufacturer, Isuzu, was required to contemplate not only the risks associated with the proper physical manipulation of the jack, but also the risks associated with the purpose for which the jack would be employed
(i.e., whether the jack would be used for changing tires or instead as a support for repairs to the car‘s undercarriage). Certainly lines must be drawn between those actions of a plaintiff which will and will not constitute “use” of a product: we would not say, for example, that the brand of shirt Kampen was wearing when he was crawling under the car should figure into his “use” of the jack. Isuzu was not required to anticipate whether potential users of its jack would be wearing Polo, Izod or J.C. Penney sportswear because those aspects of Kampen‘s behavior have nothing to do with the risks contemplated in designing a jack. But whether or not Kampen was going to jack the car up and then crawl under it bears directly on the decisions Isuzu must make in designing a product that is not unreasonably dangerous.
We thus define Kampen‘s “use” of the jack at a level of generality that will take into account the risks Isuzu must (or should) have reasonably contemplated when designing the jack and providing warnings for its use. Kampen began using the jack when he elevated the car with it. When Kampen finished jacking the car up, however, his use of the jack did not conclude. Thereafter, Kampen used the jack by relying on the jack to hold the car in its elevated position. When Kampen placed himself beneath the car, he was still using the jack: he was relying on the jack to hold the car above his body. There is no requirement in the LPLA that “use” necessarily involve a physical touching of the product. “Handling” does indeed seem to suggest some physical contact with the product, but we observe that “reasonably anticipated use” is defined in terms of a “use or handling” of the product. See
La.Rev.Stat.Ann. § 9:2800.53(7) (emphasis added). The disjunctive implies that “use” need not always involve the physical manipulation of the product.
