Lead Opinion
Plaintiffs, James Kingston and his wife, individually and as parents and next friends of
John Clark Berry arrived at the New Moon Tavern in Cottage Hills, Illinois, between 4:45 and 5 p.m. on the afternoon of July 19, 1982. He remained at the tavern with two acquaintances, Kenneth Thaller and David Scott, for approximately 1½ hours. Scott testified that during this time, while he played pool, Berry and Thaller consumed one, possibly two, half-gallon pitchers of beer. According to Scott, at about 6:15 p.m., Berry and Thaller told him that they were going to a local restaurant for a hamburger. Scott told the two men that he would join them after he finished playing pool, and Berry and Thaller left the New Moon Tavern. Both men rode to the rеstaurant on Berry’s motorcycle.
Between 6:15 and 6:45 p.m., the three men met at the restaurant and found it closed. Scott testified that Berry then suggested they go on to MD’s Tavern in Bethalto, Illinois. The three men arrived at this tavern at approximately 7 p.m. and stayed for one hour. Evidence revealed that during this period Berry ate a large hamburger and consumed one 12-ounce schooner of beer. Scott testified that when the three men left MD’s Tavern Berry was in a “jovial” mood. He also testified that, in his opinion, the alcohol Berry had consumed was having some effect on his disposition and behavior. When the three men left the tavern, Thaller again rode with Berry on his motorcycle.
Sometime between 8 and 8:15 р.m., James Kingston, while driving in a southerly direction, attempted to turn his pickup truck left into the eastbound lanes, of Illinois Route 140 from North Lincoln Street in Bethalto. Kingston stopped to let a vehicle pass from his right and then proceeded into the intersection. While his vehicle was
As noted above, James Kingston and his wife, Rickey, as individuals and as parents and next friends of their two minor children, subsequently filed a complaint in the circuit court of Madison County containing counts against Kathleen Turner as the owner/operator of the New Moon Tavern, against Wayne and Virginia Tenison as owners of the New Moon’s premises, against Donald Emde as the owner/operator of MD’s Tavern, and against John Augustine, Jr., as owner of the premises of MD’s Tavern. Plaintiffs sought recovery for James Kingston’s personal injuries and property damage and for injuries to the means of support of his wife and the Kingston’s two minor children pursuant to article VI, section 14, of the Act (Ill. Rev. Stat. 1981, ch. 43, par. 135). The statute imposes liability for such damages, when caused by an intoxicated person, on those whose sale or gift of alcohol “causes the intoxication.” (Ill. Rev. Stat. 1981, ch. 43, par. 135.) Recovery was also sought for Riсkey Kingston’s payment of her husband’s medical bills under the family-expense statute (Ill. Rev. Stat. 1981, ch. 40, par. 1015).
During voir dire, plaintiffs’ counsel asked the first panel of four prospective jurors whether any of them had relatives or friends who were associated with other taverns. Plaintiffs’ counsel did not repeat this question to all the members of the second panel of four jurors. However, the court did inquire whether any of the questions asked of the other prospective jurors would create any problems in their hearing the case. After plaintiffs tendered the second panel it was discovered that one juror’s
At trial, Debra Dugan, an eyewitness to the accident, testified that she had observed Berry and Thaller from the time they left the parking lot at MD’s Tavern, and that Berry had been driving his motorcycle erratically. Dugan recalled that as Kingston’s truck clеared the first westbound lane in the intersection, Berry pulled into the second westbound lane to pass her automobile. Dugan stated that in her opinion Berry was speeding and that he had ample time to return to the first lane and avoid striking Kingston’s truck. Another witness, Shawn Norman, who was driving east on Illinois 140, also testified that Berry was speeding at the time of the accident. Norman further stated that, as the motorcycle passed the Dugan automobile, Berry was looking back, talking to his passenger. Dr. John Spikes, the chief toxicologist for the Illinois Department of Public Health, testified that a sample of vitreous fluid taken from Berry’s eye after the accident revealed an ethanol content of .195, and that in his opinion this lеvel indicated that Berry was intoxicated at the time of his death.
During the conference on jury instructions, plaintiffs tendered an instruction purporting to define the term “cause the intoxication” as used in article VI, section 14, of the Act. The instruction is not contained in Illinois Pattern Jury Instructions (IPI), Civil (2d ed. 1971); it reads:
“The sales and consumption of alcoholic beverages at two or more dram shops may result, that is, cause a single intoxication. When I use the phrase ‘cause the intoxication of JOHN CLARK BERRY’, I mean ‘the liquor consumed at a given dram shop is a material and substantial factor in causing the intoxication.’ This is a question of fact for you to determine.”
Both sets of defendants objected to this instruction on the grounds that thе first sentence was contrary to the provisions of the statute. After hearing arguments on this objection, the trial court refused to give the instruction.
During its subsequent deliberations, the jury sent a note to the court regarding the instructions that were given:
“3.) That the liquor thus consumed caused the intoxication of John Clark Berry.
Does this question mean that one or both establishments is totally responsible for Berry’s intoxication; or that one or both contributed to Berry’s intoxication?”
In response to this inquiry, plaintiffs again tendered the jury instruction quoted above. Defendants maintained that the jury had been adequately instructed, and the trial court again refused it. The jury was informed that there would be no further instructions from the court.
Ultimately, the jury returned a general verdict in favor of all defendants and against the plaintiffs. The jury also answered special interrogatories by finding that Berry was intoxicated at the time of the collision but that his intoxication was not the result of consuming alcoholic beverages at either tavern. Judgment was entered on the verdict, and plaintiffs appealed.
As noted above, a divided appellate court reversed the trial court’s decision and remanded the cause for a new trial. (
The dissent expressed the opinion that plaintiffs’ instruction was “ungrammatical, incongruous, confusing and uninstructive.” (
Plaintiffs argue that under our Rule 239(b) (87 Ill. 2d R. 239(b)) the only objection to the jury instruction quoted above which defendants may raise in this appeal is the one specifically made during the instruction conference. We disagree.
This court has previously stated that if a trial court’s refusal of a tendered instruction is correct, on any ground, it will stand even though based upon an incorrect
We consider first the objection sustained by the trial court, that the proposed instruction was contrary to provisions of article VI, section 14, of the Liquor Control Act (Ill. Rev. Stat. 1981, ch. 43, par. 135). The first sentence of the instruction read as follows: “The sales and consumption of alcoholic beverages at two or more dram shops may result, that is, cаuse a single intoxication.” (Emphasis added.) Plaintiffs maintain that this sentence merely informed the jury that recovery under the statute was not limited to a single defendant. If this were the extent of this portion of the instruction, we would agree that it represented an accurate statement of the law, based upon the decision in Thompson v. Tranberg (1977),
Prior to its amendment in 1971, the Act provided that every person who is injured in person or property by an intoxicated person has a right of action against any person who, by selling or giving alcoholic liquor, “causes the intoxication, in whole or in part, of such person.” (Emphasis added.) (Ill. Rev. Stat. 1969, ch. 43, par. 135.) Under this provision recovery could be founded merely on a showing of the resultant intoxication and the consumption of some liquor in defendant’s tavern. (See Comment, The Illinois Dram Shop Act: The Effect of the 1971 Amendment, 74 U. Ill. L.F. 466, 469 (1974).) The essential element of a plaintiff’s case was
The 1971 amendment to article VI, section 14, eliminated the “in whole or in part” language from the statute. (See Ill. Rev. Stat. 1983, ch. 43, par. 135.) While the amendment was not designed to alter the “legislative intent to place the responsibility for damages occasioned by the use of alcohol on those who profit from its sale” (Comment, The Illinois Dram Shop Act: The Effect of the 1971 Amendment, 74 U. Ill. L.F. 466, 477 (1974)), it was intended to limit liability and curb the wide-spread abuse occurring under this provision (see Comment, The Illinois Dram Shop Act: The Effect of the 1971 Amendment, 74 U. Ill. L.F. 466, 470 (1974)). This narrowing of liability was accomplished by shifting the emphasis away from the results of the consumption of alcoholic liquors. Recovery may now only be sought against any person who, “by selling or giving alcoholic liquor, causes the intoxication.” (Emphasis added.) (Ill. Rev. Stat. 1983, ch. 43, par. 135.) Under the amended provisions, a defendant must have сaused the intoxication and must not merely have furnished a negligible amount of liquor. (Nelson v. Araiza (1978),
The first sentence of plaintiffs’ tendered instruction is improper because it equates the terms “result” and “cause.” Under one possible interpretation of this instruction, a jury might direct the focus of its deliberations towards the ultimate result of the consumption of alcoholic liquor. Based on such a misunderstanding, a
Even if we accept plaintiffs’ position that the first sentence of this instruction was intended only to inform the jury that more than one dramshop may cause a given intoxiсation, we would still find it improper. Illinois courts have consistently held that needless repetition in jury instructions should be avoided. Ostendorf v. Brewer (1977),
In this case, several other instructions informed the jury that more than one of the defendants could be held liable. For example, plaintiffs’ instruction No. 8, which set forth the burden of proof, informed the jury that plaintiffs could recover if "the defendants, or one of them,” caused Berry’s intoxication. This language was repeated for each of the three counts involved. The verdict forms that were submitted in this action also informed the jurors that they could find against all the defendants or only some of them. The first sentence of the refused instruction was unnecessary and would have constituted needless repetition of this legal principle.
The second sentence of plaintiffs’ proposed instruction
This court has previously stated that “the meaning of words, used in their conventional sense, need not be defined or explained in giving instructions to the jury” because instructions which attempt to define for the jury a phrase “of common usage and understanding *** can only lead to confusion and error.” Larson v. Commonwealth Edison Co. (1965),
A prior appellate court decision involving the amended provisions of article VI, section 14, of the Liquor Control Act (Ill. Rev. Stat. 1983, ch. 43, par. 135) specifically stated that “[t]he phrase, ‘causes the intoxication’ is not a technical legal term requiring definition.” (Caruso v. Kazense (1974),
Taking these decisions into account, we agree with the view expressed in Justice Jones’ dissent that the absence of an instruction defining “causes” in the IPI Civil series “is neither an omission nor an oversight. The simple reason for omitting such a definition is that the word *** is a simple one with a meaning understood by all.” (
Plaintiffs acknowledge that the language of the second sentence of their proposed instruction was taken from the decision of the appellate court in Thompson v. Tranberg (1977), 45 111 App. 3d 809. Defendants contend, however, that even if the word “causes” is the proper subject of a definitional instruction, the sеcond sentence of plaintiffs’ proposed instruction was improper because it incorporated language from this prior opinion.
While “[a]n instruction is not erroneous merely because it paraphrases language of a prior opinion” (Noncek v. Ram Tool Corp. (1970),
In this action, the principle taken from Thompson and converted into the second sentence of plaintiffs’ proposed instruction is too narrowly stated to provide effective guidance to a jury. As noted above, “causes” has a commonly understood meaning familiar to any jurors. The language lifted from Thompson — “a material and substantial factor” — is used in the disputed instruction to modify “in causing,” thereby inserting into the meaning of the statutory language “causes the intoxication” the
As set forth above, the Thompson opinion referred to conduct “producing or contributing to produce the intoxication.” Plaintiffs’ instruction ignores this language of Thompson and refers instead to conduct “causing the intoxication.” Thus, plaintiffs have attempted to set forth a modification of the meaning of “causes” by lifting language from a sentence in Thompson used in a different context. We agree that such a use of the Thompson language is clearly “confusing and uninstruetive” (
In holding that the language of the Thompson case could properly be included in a jury instruction, the appellate majority relied on the decision in Perry v. Chicago & North Western Transportation Co. (1977),
In Thompson there was no similar modification of the word “causes.” In Caruso v. Kazense (1974),
Defendants argue that even if plaintiffs’ instruction was proper, the appellate court erred by imposing on the trial court a duty to answer all explicit questions regarding relevant points of law posed by a jury during its deliberation.
In a civil case, it is within the sound discretion of the trial court to allow or refuse a jury’s request for clarification of instructions. (Hunter v. Smallwood (1975),
Having examined the record in this action, we cannot say that the original instructions were incomplete. As we discussed above, several other instructions informed the jury that either one or both of the defendants could be held liable under article VI, section 14, of the Liquor Control Act (Ill. Rev. Stat. 1983, ch. 43, par. 135). In addition, as we have held, the term “causes the intoxication” was one of common understanding and no further definition would have been proper.
Nor are we prepared to say that this jury was clearly confused. If the asking of a question alone were enough to show suсh confusion on the part of a jury, then trial courts would have no discretion but would be obligated to answer all relevant questions posed by a jury during its deliberations. Furthermore, the record indicates that the judge’s response eliminated any confusion the jury may have experienced. The bailiff reported to the judge that when the jurors were informed that there would be no further instructions, “they *** said, ‘Okay. That answers our question.’ ”
In its answers to special interrogatories, this jury found that John Berry was intoxicated at the time of the accident but that neither tavern caused his intoxication.
Finally, plaintiffs maintain that regardless of whether their instruction was properly refused, this cause must be remanded for a new trial due to the court’s failure to reopen voir dire upon discovery of the potential bias of the two jurors whose fathers were associated with other dramshops. We do not agree.
The purpose of voir dire is to assure the selection of an impartial panel of jurors who are free from bias or prejudice. (Moore v. Edmonds (1943),
In addition, under Rule 234 (103 Ill. 2d R. 234), the trial court may permit the parties to supplement its examination. Counsel for each party must then use diligence in examining jurors and exercising any challenges to protect the client against prejudice. (Moore v. Edmonds (1943),
A review оf the record shows that the trial judge in this action did not abuse his discretion in the conduct of the voir dire examination. There were no limitations placed upon the scope or extent of the original examination of each juror. Each party was allowed to freely question all of the prospective jurors. Indeed, the failure to disclose the relationship between these two jurors and the tavern business appears to be a case of trial counsel failing to explore the subject in depth in the questioning of prospective jurors. Plaintiffs’ counsel asked many of the prospective jurors whether they had relatives who were associated with dramshops; he simply failed to consistently make this inquiry of all the prospective jurors, including the two in question. Having failed to do so, any potential objections there may have been to the two jurors in question were waived when the panel was tendered.
The cases cited by plaintiffs as requiring the reexamination of prospective jurors whenever information showing their possible bias is brought to the attention of the
In People v. Peterson (1973),
The cases of People v. Mitchell (1984),
In People v. Gaston (1984),
We note also that “[j]urors need not be totally ignorant of the facts and issues involved. It is sufficient if the juror can lay aside his impression or opinion and render a verdict based on the evidence presented in court. [Citation.]” (People v. Williams (1968),
If plaintiffs’ argument were to be accepted and a new trial of this cause ordered, it would place a duty upon prospective jurors to volunteer information regarding any relevant biases, prejudices, or interests they might possess even when it would not be natural to do so. This in turn would place an undue burden upon them of knowing which prejudices, biases, and interests were relevant to a given cause of action. We decline to impose such a burden.
For the reasons stated above, the judgment of the appellate court in this action is reversed, and the judgment of the circuit court of Madison County is affirmеd.
Appellate court reversed; circuit court affirmed.
Dissenting Opinion
dissenting:
Whatever is said about the instruction proposed by \the plaintiffs, it cannot be doubted that the jury was
This is an unusual case because the jury’s confusion over the causation issue was manifested not just by the contradictory answers to the special interrogatories, but also by its own inquiry of the trial judge. The jury wanted to know whether liability was proved only if “one or both establishments is totally responsible for Berry’s intoxication [,] or [if] one or both contributed to Berry’s intoxication.” The question is, in itself, illogical because both taverns could not be “totally responsible” and thus demonstrates the jury’s confusion. The question also makes clear that the jury had stalled on the key question of what is meant by “causes the intoxication.”
The majority takes solace in the fact that after the jurors were told that they had all the necessary instructions, someone said to the bailiff, “Okay. That answers our question.” But this response sheds no light on the matter. If all the members of the jury had thought they had sufficient information, they would not have posed the question in the first place. Taken together with the finding that neither tavern caused the intoxication, the statement reported by the bailiff leads me to believe that, if anything, at least one juror hit on the wrong answer: that liability would only attach to a tavern “totally
My colleagues believe that the term “causes” is “one of common understanding” (
Causation is a difficult legal concept to pin down. The jury was permitted here, though, to roam at will, without meaningful direction, and apparently to conclude that only a dramshop “totally responsible” for the intoxication could be held liable. Many who later wreak havoc on the highways probably drink at more than one establishment, perhaps drinking enough to get drunk at each. The statute would mean little if it only applied when the intoxicated person had the discretion to visit but one tavern.
In fact, the only logical interpretation of the term “causes the intoxication” is that offered by the plaintiff: a particular sale of alcohol must be a “material and substantial factor” in producing the intoxication. The “material and substantial factor” test does not, as the majority apparently thinks, undercut the legislative purpose of protecting those who furnish only minimal amounts of liquor to the intoxicated person. To the contrary, that definition of “causes” makes crystal clear that a de minimis amount could never cause the intoxication.
Perhaps the majority is correct that the instruction offered by the plaintiff cоuld have been more aptly phrased, but the failure to tender a perfect instruction does not justify the trial judge in refusing to fully instruct
A jury could certainly conclude that neither of two taverns furnishing negligible amounts of alcohol caused a particular intoxication. I do not think the evidence adduced here permitted such an inference, and I believe a properly instructed jury would not have found that neither tavern caused Berry’s intoxication. Since the only evidence was that Berry drank in both taverns, and there was no evidence he drank anywhere else, logic compels the conclusion that one or both caused his intoxication.
