delivered the opinion of the court:
Plaintiff, Craig T. Keller, independent special administrator of the estate of Donald W. Keller, deceased, appeals from the order of the circuit court of Winnebago County dismissing defendant, Roger Henderson, for lack of personal jurisdiction. We reverse and remand.
I. BACKGROUND
Defendant, a California resident, was the seller of a vintage World War II T-6 “warbird” airplane that he had stored for many years in California. Defendant hired Courtesy Aircraft, LLC, an Illinois corporation with its principal place of business in Rockford, Illinois, as the exclusive broker for the plane after seeing an advertisement for its services while he was in California. The contract between defendant and Courtesy allowed Courtesy to list the plane for sale as well as advertise it. Courtesy listed and advertised the plane in Illinois. The contract further provided that it was “deemed to be made in Illinois” and that Courtesy was acting as an agent for defendant to facilitate the sale of the plane. Additionally, the contract provided that any disputes arising out of the contract “shall be” litigated in Illinois.
After the contract was formed, defendant allowed the plane to be ferried from California to Rockford, Illinois. Donald Keller, an Illinois resident, was hired by Courtesy to ferry the plane. Defendant acquiesced in the selection of Keller. Keller was a T-6 pilot and had cross-country flight experience. Defendant received and paid a statement from Courtesy charging him for the cost of Keller’s services. The ferry from California to Illinois occurred without incident.
Eventually, a buyer for the plane was located. The buyer was US Aircraft, LLC, a Florida corporation. Two of the corporation’s officers, Joyce Rocco and Dan Rocco, came to Illinois to inspect the plane. Courtesy, as defendant’s agent, executed an aircraft purchase agreement with US Aircraft while the plane was still in Illinois. The purchase agreement provided that any legal action regarding the agreement “may be” brought in “Winnebago, Illinois.” The agreement also stated that the sale was handled by Courtesy’s Rockford office and that delivery of the plane would occur in Illinois. Courtesy also acted as the escrow agent to facilitate the exchange of money and documents arising out of the sale. After the sale, the plane underwent extensive work in Illinois. The work concerned chiefly avionics and the exterior and included overhaul of all instruments, installation of a new canopy and side glass, restoration of the front and rear cockpits, painting the fuselage, installation of new exterior parts to the fuselage and airframe, and other cosmetic work. Defendant agreed to pay a pro rata share for the work.
Forty-two days after the sale of the plane, Keller and Dan Rocco were flying in the plane. Keller had been hired to instruct the Roccos how to fly the plane. Defendant was not the person who hired Keller for this purpose. Keller and Dan Rocco were working on “touch and go” landings at Gilmer County Airport in Gainesville, Georgia. “Touch and go” landings are maneuvers where an aircraft lands and departs on a runway without stopping or exiting the runway. The first four “touch and go” landings occurred without incident. As the fifth “touch and go” landing was being attempted, the plane experienced engine failure and crashed into the ground. Both Keller and Dan Rocco were killed. The National Transportation Safety Board conducted an investigation of the crash. It determined that the probable cause of the crash was “a loss of engine power following a supercharger bearing failure.”
On April 10, 2003, plaintiff filed suit against various persons and entities. On January 15, 2004, defendant was added as a party defendant. The complaint alleged that defendant delivered into Illinois a plane that he knew or should have known was unsafe due to defendant’s poor maintenance of the plane. The complaint further alleged that it was defendant’s poor maintenance that caused the supercharger bearing failure and subsequent loss of engine power.
On April 2, 2004, defendant filed an appearance and jury demand. On the same date defendant also filed a motion to dismiss for want of personal jurisdiction. Defendant attached his affidavit to the motion.
Plaintiff served a notice of deposition on defendant for September 15, 2004. Defendant was never produced at the deposition as defendant’s counsel stated that the trial court had stayed all discovery pending the resolution of defendant’s motion.
On August 26, 2004, a hearing was held on defendant’s motion. The court did not hear testimony at the hearing but heard argument by counsel. Plaintiff requested additional time to depose defendant. The court took the issue under advisement but never decided the issue as it had previously ordered that discovery be stayed until resolution of the motion to dismiss for want of personal jurisdiction. As aforementioned, defendant submitted his affidavit while plaintiff submitted a joint affidavit of its aviation experts and attached 14 exhibits. On September 23, 2004, the trial court granted defendant’s motion to dismiss. On September 27, 2004, the trial court issued a written memorandum of decision outlining the court’s reasoning for granting defendant’s motion to dismiss. The memorandum also stated that it was “made a part of [the September 23, 2004, order].”
Plaintiff filed a motion to reconsider. Plaintiff contended that because the trial court lacked the benefit of defendant’s deposition it could not properly rule on the motion to dismiss. Further, plaintiff requested that he now be able to depose defendant. The court denied plaintiffs motion to reconsider and his request to depose defendant. Plaintiff timely appealed.
II. DISCUSSION
Plaintiff makes three contentions on appeal. First, that the trial court erred in finding that it lacked personal jurisdiction over defendant. Second, that the trial court used incorrect facts in making its personal jurisdiction determination. Third, that the trial court erred by deciding the personal jurisdiction issue without allowing plaintiff to take defendant’s deposition. We agree with plaintiffs first contention, and therefore, we need not reach his second or third contention.
Plaintiff asserts that the trial court has jurisdiction over defendant pursuant to subsection (a)(1) of section 2 — 209 of the Code of Civil Procedure, the long-arm statute (735 ILCS 5/2 — 209(a)(1) (West 2002)), subsection (a)(2) of the long-arm statute (735 ILCS 5/2— 209(a)(2) (West 2002)), and subsection (a)(7) of the long-arm statute (735 ILCS 5/2 — 209(a)(7) (West 2002)). Further, plaintiff contends that exercising jurisdiction over defendant comports with the due process requirements of the Illinois and United States Constitutions.
A plaintiff has the burden of proving a prima facie case for jurisdiction when seeking jurisdiction over a nonresident defendant. Spartan Motors, Inc. v. Lube Power, Inc.,
Traditionally, Illinois courts generally employed a two-step process in analyzing personal jurisdiction. First, the court determined whether jurisdiction was proper under the Illinois long-arm statute (735 ILCS 5/2 — 209 (West 2002)). Spartan Motors,
However, effective September 7, 1989, the legislature amended the long-arm statute to include a “catchall provision.” Pub. Act 86 — 840, eff. September 7, 1989 (amending Ill. Rev. Stat. 1988, ch. 110, par. 2—209); Kostal v. Pinkus Dermatopathology Laboratory, P.C.,
Because of the coextensive nature of the long-arm statute and due process requirements, the first step traditionally employed by Illinois courts in personal jurisdiction analysis, that is, whether the defendant performed any of the acts enumerated in the long-arm statute, is now “wholly unnecessary.” Kostal,
A. Federal Due Process
In order for personal jurisdiction to comport with federal due process requirements, “the defendant must have certain ‘minimum contacts’ with the forum state such that maintaining the suit there does not offend ‘ “ ‘traditional notions of fair play and substantial justice.’ ” ’ ” Spartan Motors,
Federal due process analysis requires a three-prong analysis consisting of whether (1) the nonresident defendant had “minimum contacts” with the forum state such that there was “fair warning” that the nonresident defendant may be haled into court there; (2) the action arose out of or related to the defendant’s contacts with the forum state; and (3) it is reasonable to require the defendant to litigate in the forum state. Spartan Motors,
The “minimum contacts” required for personal jurisdiction differ depending on whether general jurisdiction or specific jurisdiction is being sought. Spartan Motors,
In this case, plaintiff does not contend that Illinois has general jurisdiction over defendant. Therefore, our analysis will be confined to whether Illinois has specific jurisdiction over defendant such that he is amenable to plaintiff’s suit in Illinois.
As to the first prong of our analysis, we must examine defendant’s contacts according to the allegations in plaintiffs pleadings and affidavits, as well as the unrebutted allegations in defendant’s pleadings and the allegations in defendant’s affidavit that are unrebutted by counteraffidavits. Preliminarily, we note that the facts that follow, with one exception from defendant’s affidavit noted below, come from plaintiffs pleadings, as the only affidavit filed by plaintiff was a joint affidavit of its aviation experts and the facts presented in the affidavit do not impact our jurisdictional analysis. The facts we rely on were not disputed by defendant in his affidavit or any of his pleadings.
We believe that the contacts with Illinois are sufficient to establish personal jurisdiction over defendant. If a defendant purposefully directed its activities at the forum state, reached out beyond one state to create continuing relationships with citizens of the forum state, or purposefully derived benefits from its activities in the forum state, the “minimum contacts” and “fair warning” requirements have been satisfied. Spartan Motors,
Defendant’s contacts with Illinois consist of both his direct contacts with Illinois and his contacts through his agent, Courtesy. Contacts through a defendant’s agent are attributed to the defendant for purposes of personal jurisdiction analysis. Allerion, Inc. v. Nueva Icacos, S.A. de C.V.,
Defendant hired an Illinois company to broker the sale of his plane and act as the escrow agent for the sale of the plane. The inspection occurred in Illinois and the sale of the plane was handled by Courtesy’s Rockford, Illinois, office. Defendant paid for part of the servicing that was done in Illinois. Further, defendant at least acquiesced in the ferrying of the plane to Illinois and the selection of Keller, an Illinois resident, as the person to ferry the plane. Moreover, we find that “traditional notions of fair play and substantial justice” are not offended by asserting jurisdiction over defendant and that defendant had “fair warning” that suit could take place in Illinois. By agreeing to send the plane into Illinois, defendant was aware that the plane would be flown within Illinois. Therefore, defendant would have been aware that any number of events that would subject him to liability could occur while the plane was in Illinois and that a suit could occur in Illinois related to such events. It was well within defendant’s power to inform Courtesy that any potential purchaser would need to come to California to view the plane. For whatever reason, defendant, at a minimum, acquiesced to the plane being flown into Illinois, where the Roccos eventually viewed the plane. This action, along with the retention of Courtesy and use of Keller to ferry the plane, was a use of Illinois and its residents for the benefit of defendant. The fact that the crash occurred outside Illinois does not vitiate the significance of the contacts. Therefore, it is fair for defendant to be subject to suit in Illinois.
Next, we turn to the second prong of our analysis, that is, whether this action “arises out of or relates to” defendant’s contacts in Illinois. This element of due process analysis establishes a “limitation on the degree of permissible attenuation between ‘the defendant, the forum, and the litigation.’ ” Miller Yacht Sales, Inc. v. Smith,
The First Circuit has held that, in relation to tort claims, the relevant inquiry is whether the defendant’s forum contacts provide the “cause in fact” and “legal cause” of the plaintiffs injury. Miller Yacht Sales, Inc.,
The Second Circuit has used a hybrid approach, blending the concepts of general and specific jurisdiction. Miller Yacht Sales, Inc.,
“[T]he relatedness test is but a part of a general inquiry which is designed to determine whether the exercise of personal jurisdiction in a particular case does or does not offend ‘traditional notions of fair play and substantial justice.’ [Citation.] Where the defendant has had only limited contacts with the state it may be appropriate to say that he will be subject to suit in that state only if the plaintiffs injury was proximately caused by those contacts. Where the defendant’s contacts with the jurisdiction that relate to the cause of action are more substantial, however, it is not unreasonable to say that the defendant is subject to personal jurisdiction even though the acts within the state are not the proximate cause of the plaintiffs injury.” Chew v. Dietrich,143 F.3d 24 , 29 (2d Cir. 1998).
However, the Seventh Circuit has rejected this hybrid approach. Miller Yacht Sales, Inc.,
Recently this court stated, citing RAR, Inc. with approval, that the cause of action must “directly arise out of the contacts between the defendant and the forum.” Spartan Motors,
As we mentioned above, the First Circuit test requires that the contacts with the forum state meet both a “cause in fact” and “legal cause” test. More specifically, “cause in fact” refers to whether the injury would not have occurred “but for” the defendant’s forum activities. Massachusetts School of Law at Andover, Inc.,
Applying the test to the facts of this case, we find that it has been met. As for the “cause in fact” or “but for” requirement, it is clear that “but for” defendant’s contacts in Illinois, the injury to Keller would not have occurred. That is, the plane was in Illinois when it was sold to the Roccos’ company and then the Roccos hired Keller to teach them to fly the plane. Without the sale occurring through Illinois, neither the Roccos nor Keller would have been in the plane when it crashed. With respect to the legal causation requirement, we find that the tort alleged in this case was “birthed” in Illinois. Plaintiff contends that defendant’s tortious acts were failing to perform the proper maintenance on the plane and selling and delivering a defective plane without warning the purchaser of the defects. The alleged tortious act of selling and delivering the plane to US Aircraft without warning of its defects has significant connections to Illinois as the parties entered into the contract while the plane was still in Illinois, the negotiations were handled by Courtesy’s Rockford office, and the plane remained in Illinois until it was repaired and ready to be delivered to US Aircraft. Thus, the tort in this case was “birthed” in Illinois. Further, it was foreseeable that a plane, especially one that had been stored many years and sold as a “vintage” aircraft, could malfunction and cause harm to the new owners of the plane.
Next, with respect to the third prong of our analysis, we find that it is reasonable to require defendant to litigate in Illinois. Relevant to this inquiry are: “(1) the burden on the defendant of defending the action in the forum state; (2) the forum state’s interest in adjudicating the dispute; (3) the plaintiffs interest in obtaining effective relief; (4) the interstate judicial system’s interest in obtaining the most efficient resolution of the action; and (5) the shared interests of the several states in advancing fundamental social policies.” Bombliss v. Cornelsen,
“ ‘When the defendant “purposefully avails itself of the privilege of conducting activities within the forum State, thus invoking the benefits and protections of its laws” the defendant is properly subject to personal jurisdiction in the forum State.’ ” Kalata,
As we stated above, defendant has purposefully directed his activities at Illinois and purposefully availed himself of the benefits of Illinois. Defendant has not presented a compelling case that assertion of jurisdiction would be unreasonable nor do we find that this is a rare case in which Illinois interests in adjudicating the dispute are outweighed by the burden of subjecting defendant to litigation in Illinois. An Illinois resident was killed in a crash of an airplane transported to and serviced in Illinois and sold while in Illinois by an Illinois broker. Therefore, Illinois has a substantial interest in adjudicating this matter in that it has an interest in protecting its citizens and in ensuring that safe products are offered for sale within the state.
The plaintiffs interest in obtaining effective relief does not alter our decision as plaintiff does not contend on appeal that he would be unable to prosecute this action elsewhere or that suit elsewhere would otherwise be ineffective. Further, even if plaintiff could obtain effective relief elsewhere, under the facts of this case, we find that jurisdiction would still be reasonable in Illinois due to defendant purposefully directing his actions at Illinois.
Defendant does contend that the interstate judicial system’s interest in obtaining the most efficient resolution of the action and the shared interests of the several states in advancing fundamental social policies favor not asserting jurisdiction over defendant. Defendant points to Florida’s interest in the death of its resident, Dan Rocco, Georgia’s interest in a plane crash that occurred within its borders, and California’s interest over defendant’s ability to defend himself and the qualifications and competency of the California aircraft mechanics hired by defendant. We find that none of these other interests are so overriding that assertion of jurisdiction over defendant is unreasonable. As we have already stated, the cause of action alleged was, at least in part, “birthed” in Illinois. Thus, we find that Illinois’ interest in this case is at least as significant as the other interests mentioned by defendant.
B. State Due Process
Due process under the Illinois Constitution requires that it be “fair, just, and reasonable to require a nonresident defendant to defend an action in Illinois, considering the quality and nature of the defendant’s acts which occur in Illinois or which affect interests located in Illinois.” Rollins v. Ellwood,
Without expressly adopting the concept that the two constitutional analyses collapse into one, we do agree that, in almost all cases, when federal due process concerns regarding personal jurisdiction are satisfied, so are Illinois due process concerns regarding personal jurisdiction. See Kostal,
Accordingly, we hold that plaintiff has demonstrated a prima facie case for personal jurisdiction over defendant. However, the question still remains whether there is a material evidentiary dispute such that, if the dispute were resolved in defendant’s favor, personal jurisdiction would be defeated. If such a dispute exists, an evidentiary hearing must be held on remand. We find no such material dispute in this case. The facts relevant to personal jurisdiction are undisputed except for defendant’s assertion in his affidavit that he was not involved in the hiring of Keller to serve as Dan Rocco’s instructor, which was taken as true because it was not refuted by a counteraffidavit. Therefore, upon remand the trial court need not conduct an evidentiary hearing with respect to personal jurisdiction.
III. CONCLUSION
For the foregoing reasons, we reverse the judgment of the circuit court of Winnebago County and remand the cause to the circuit court.
Reversed and remanded.
BOWMAN and CALLUM, JJ., concur.
