HEIDI LEASURE, et al. v. ADENA LOCAL SCHOOL DISTRICT, et al.
Case No. 11CA3249
IN THE COURT OF APPEALS OF OHIO FOURTH APPELLATE DISTRICT ROSS COUNTY
DATE JOURNALIZED: 6-28-12
2012-Ohio-3071
ABELE, P.J.
DECISION AND JUDGMENT ENTRY
COUNSEL FOR APPELLANTS: Richard W. Ross and Mark A. Weiker, Means, Bichimer, Burkholder & Baker Co., L.P.A., 1650 Lake Shore Drive, Suite 285, Columbus, Ohio 43204-4894
COUNSEL FOR APPELLEES: James S. Savage, McFadden, Winner, Savage & Segerman, L.L.P., 175 South Third Street, Suite 350, Columbus, Ohio 43215-5188
CIVIL CASE FROM COMMON PLEAS COURT
ABELE, P.J.
This is an appeal from a Ross County Common Pleas Court denial of summary judgment to Adena Local School District Board of Education, defendant below and appellant herein. The trial court determined that appellant was not immune from liability under
Appellant assigns the following errors for review:
FIRST ASSIGNMENT OF ERROR:
SECOND ASSIGNMENT OF ERROR:
“THE TRIAL COURT ERRED BY DECLINING TO APPLY THE OPEN AND OBVIOUS DOCTRINE.”
On September 17, 2007, Heidi sustained an injury when she fell on the school gymnasium bleachers. Before her fall, Heidi ascended the bleachers without incident. However, as she descended the bleachers with her young child in her arms, she fell near the bottom step.
Appellees filed a complaint against appellant and alleged that appellant negligently configured, installed, or maintained the bleachers and negligently failed to warn of the dangerous condition. Appellees sought damages for Heidi‘s injuries and Earl‘s loss of consortium. Appellees further asserted products liability claims against several John Does.
Appellant subsequently requested summary judgment and argued that it is immune from liability under
To support its motion, appellant submitted the school‘s maintenance technician‘s affidavit. He stated that on the date of Heidi‘s injury, “the bleachers were in excellent condition, both mechanically and physically, with no defects or broken parts.” He further stated that no one had reported “any malfunction, breakdown or defect in the bleachers or their operation.”
In her deposition, Heidi testified that she had been to the school gym more than a dozen times before her accident to watch her nieces’ volleyball games and that on the date of her injury, the bleachers did not look any different than they had in the past. Heidi testified that before she fell, she was not aware that the bleachers had not been fully extended. She explained that she fell while walking down the bleachers with her child in her arms. Heidi stated that she believes her foot became stuck on the steps. After she fell, Heidi observed that the bleachers had not been fully extended (and thus locked into the intended position). When questioned where her foot became caught, she stated that she did not know, but it was “[s]omewhere in the step.” She claimed that the step was not misaligned, but was “short.”
The trial court denied appellant‘s summary judgment motion and determined that genuine issues of material fact remained regarding whether appellant is entitled to
I
In its first assignment of error, appellant asserts that the trial court erred by determining that it is not entitled to immunity under
A
STANDARD OF REVIEW
Appellate courts conduct a de novo review of trial court summary judgment decisions. E.g., Grafton v. Ohio Edison Co., 77 Ohio St.3d 102, 105, 671 N.E.2d 241 (1996). Accordingly, an appellate court must independently review the record to determine if summary judgment is appropriate and need not defer to the trial court‘s decision. E.g., Brown v. Scioto Bd. of Commrs., 87 Ohio App.3d 704, 711, 622 N.E.2d 1153 (1993); Morehead v. Conley, 75 Ohio App.3d 409, 411-12, 599 N.E.2d 786 (1991). To determine whether a trial court properly granted a summary judgment motion, an appellate court must review the
* * * Summary judgment shall be rendered forthwith if the pleadings, depositions, answers to interrogatories, written admissions, affidavits, transcripts of evidence in the pending case, and written stipulations of fact, if any, timely filed in the action, show that there is no genuine issue as to any material fact and that the moving party is entitled to judgment as a matter of law. No evidence or stipulation may be considered except as stated in this rule. A summary judgment shall not be rendered unless it appears from the evidence or stipulation, and only from the evidence or stipulation, that reasonable minds can come to but one conclusion and that conclusion is adverse to the party against whom the motion for summary judgment is made, that party being entitled to have the evidence or stipulation construed most strongly in the party‘s favor.
Thus, pursuant to
B
R.C. CHAPTER 2744
In the case sub judice, the parties do not dispute that appellant is entitled to the general grant of immunity under
(B) Subject to sections 2744.03 and 2744.05 of the Revised Code, a political subdivision is liable in damages in a civil action for injury, death, or loss to person or property allegedly caused by an act or omission of the political subdivision or of any of its employees in connection with a governmental or proprietary function, as follows:
* * * *
(4) Except as otherwise provided in section 3746.24 of the Revised Code, political subdivisions are liable for injury, death, or loss to person or property that is caused by the negligence of their employees and that occurs within or on the grounds of, and is due to physical defects within or on the grounds of, buildings that are used in connection with the performance of a governmental function, including, but not limited to, office buildings and courthouses, but not including jails, places of juvenile detention, workhouses, or any other detention facility, as defined in section 2921.01 of the Revised Code.
Thus, to establish that the
In the sub judice, appellant does not dispute that one of its employees was negligent and that the injury occurred within a building used in connection with a governmental function. Appellant “has assumed for the purposes of this appeal that some employee was negligent and that the injury occurred on school grounds.” Appellant does, however, dispute whether Heidi‘s injury resulted from a physical defect. Therefore, to resolve this dispute we must interpret the meaning of “physical defect” as used in
1
Statutory Construction
To determine the meaning of “physical defect,” we must examine the principles of statutory construction. In construing a statute, a court‘s paramount concern is the legislature‘s intent in
When a statute‘s language is plain and unambiguous and conveys a clear and definite meaning, no need exists to apply rules of statutory construction. E.g., id., citing State v. Porterfield, 106 Ohio St.3d 5, 2005-Ohio-3095, 829 N.E.2d 690, ¶ 11. However, when a statute is subject to various interpretations, courts may invoke rules of statutory construction to arrive at legislative intent.
2
PHYSICAL DEFECT
To determine whether the improperly set up bleachers contained a perceivable imperfection that diminished their worth or utility, we examine prior cases that have considered whether the
In DeMartino, for example, the court determined that operating a lawnmower without the required discharge chute could constitute a physical defect. In DeMartino, a student band member suffered a head injury when a metal object ejected from a lawnmower that a school employee had been operating without the required discharge chute. After the trial court overruled the
In Yeater, the court determined that loose bolts within volleyball equipment may constitute a perceivable imperfection that diminishes the equipment‘s utility or worth. In Yeater, the plaintiff suffered an injury when a stanchion, a piece of equipment used to hold volleyball nets, fell on her foot in the school gymnasium. The school district alleged that it was statutorily immune from liability and no genuine issues of material fact remained as to whether the plaintiff‘s injury resulted from a physical defect. The appellate court determined, however, that genuine issues of material fact remained as to whether the plaintiff‘s injury resulted from a physical defect because evidence existed that the stanchion contained loose bolts. Id. at 28. The Yeater court thus also appears to have determined that the equipment constituted a physical defect because it did not operate as intended (i.e., the equipment fell) due to a perceivable condition (i.e., the loose bolts).
Conversely, courts have determined that when the instrumentality that caused the plaintiff‘s
In the case sub judice, we believe that the improperly set up bleachers bear more similarity to the improperly used lawnmower in DeMartino and to the loose bolts in YeaterYeater, the loose bolts caused the equipment to fail to operate as intended. In DeMartino, the employee‘s failure to use the lawnmower discharge chute caused the lawnmower to fail to operate as intended. In the case sub judice, the failure to properly set up the bleachers caused them to become unstable and, thus, to fail to operate as intended. In other words, the improperly set up bleachers contained a perceivable imperfection that impaired their utility.
Unlike the situation in Hamrick in which the evidence showed that the service pit and garage performed as intended, in the case at bar the evidence does not show that the bleachers performed as intended. Here, the bleachers were intended to be set up properly so that they would not shift position or move while in use. They were not. Conversely, in Hamrick the evidence did not show that the service pit failed in any manner to operate in the way it was intended.
Appellant argues that the bleachers could not have constituted a physical defect when they had been certified to be in proper working order. We believe, however, that appellant‘s argument attempts to equate the word defect as used in
Moreover, neither DeMartino nor Yeater requires that the instrumentality that caused the injury contain an inherent defect. In Yeater, there apparently was nothing inherently wrong with the equipment. Rather, the defect resulted from loose bolts. There was no allegation that the bolts were inherently defective. Likewise, in DeMartino there was no evidence that the lawnmower had an inherent defect. Rather, the defect existed because the employee did not operate the lawnmower as directed.
Similarly, in the case at bar, we have, at this juncture, no evidence that the bleachers contain an inherent defect. The defect apparently arose because the employee(s) responsible for setting up the bleachers did not do so properly. The failure to set up the bleachers according to the manufacturer‘s specifications gave rise to the physical defect. The employee(s)’ failure to ensure that the bleachers were properly extended and in a locked position rendered the bleachers unstable. In an unstable condition, the bleachers would be subject to moving, which could result in a shortening of the stair treads. Appellees presented evidence that this is precisely what happened. In their appellate brief, they state:
Mrs. Leasure recalls sensing that “the step was short.” Because the bleachers had not been fully extended and locked into place, the second step up from the gym floor was significantly narrower than the steps above it. As she descended the steps, Mrs. Leasure‘s feet had become accustomed to steps with a depth of twelve inches. Because the last section of the bleachers was not extended, the second step from the bottom was about half the depth of the ones above it.
Consequently, if the appellees’ evidence is believed, then the improperly set up bleachers constitute a physical defect and the
3
DISCRETIONARY DEFENSE
Appellant next argues that the trial court improperly determined that
The political subdivision is immune from liability if the injury, death or loss to persons or property resulted from the exercise of judgment or discretion in determining whether to acquire, or how to use, equipment, supplies, materials, personnel, facilities, and other resources unless the judgment or discretion was exercised with malicious purpose, in bad faith, or in a wanton or reckless manner.
The
Immunity operates to protect political subdivisions from liability based upon discretionary judgments concerning the allocation of scarce resources; it is not intended to protect conduct which requires very little discretion or independent judgment. The law of immunity is designed to foster freedom and discretion in the development of public policy while still ensuring that implementation of political subdivision responsibilities is conducted in a reasonable manner.
Additionally, we observe that courts must construe the
We have determined that
the maintenance of the school‘s irrigation system * * * is a totally separate matter that does not involve the exercise of such judgment or discretion. The decision to allocate resources, i.e., ‘how to use, equipment * * * facilities,’ has been made and is immunized. However, once that policy is put into effect, [the school‘s] maintenance procedures must be performed in a reasonably safe manner.
Id. We held “as a matter of law that the maintenance of a political subdivision‘s property, as opposed to decisions concerning the acquisition and utilization of such property, do not involve a sufficient amount of budgeting, management, or planning to bring such decisions into the purview of
In the case at bar, we do not believe that Heidi‘s injury resulted from “the exercise of
Appellant nevertheless contends that the
In Myer, a seven-year old child fell while playing on football stadium bleachers. The child fell between the seats and the standing board. The plaintiffs subsequently filed a complaint against the school that alleged negligent construction of the bleachers and negligent failure to warn of the danger of failing through the bleachers. The appellate court concluded that
cannot be found liable based on the exercise of judgment or discretion in determining whether to acquire and how to use equipment, supplies and facilities; the judgment to build a football stadium which can be used by the school; the discretion as to how much money to spend on bleachers; and the discretion to allow the football league to use the stadium.
Balazs involved nearly identical facts. In Balazs, a five-year old child fell through the bleachers. The court relied upon the Myer court‘s decision to conclude that the school district could not be liable for the child‘s injuries.
Myer and Balazs are inapposite to the case at bar. Unlike the plaintiffs in those two cases, in the case sub judice appellees have not alleged that appellant negligently designed or constructed the bleachers. Instead, appellees’ negligence complaint is grounded upon appellant‘s failure to properly set up the bleachers once the decision had been made to design, install and construct them. The school‘s decision regarding proper set up of the bleachers does not involve a high degree of discretionary judgment. Instead, it is a routine matter. Consequently, we do not agree with appellant that
Accordingly, based upon the foregoing reasons, we hereby overrule appellant‘s first assignment of error.
II
In its second assignment of error, appellant asserts that the trial court erroneously determined that the open and obvious doctrine did not bar appellees’ negligence claims.
“Generally, the denial of summary judgment is not a final, appealable order.” Hubbell v. City of Xenia, 115 Ohio St.3d 77, 2007-Ohio-4839, 873 N.E.2d 878, ¶ 9. A trial court‘s order to deny a summary judgment motion on the basis of statutory immunity, however, does constitute a
In the case at bar, one aspect of the trial court‘s decision denied appellant the benefit of an alleged immunity. Another aspect of the court‘s decision rejected appellant‘s assertion that even if it is not entitled to immunity, the open and obvious doctrine precludes appellees’ negligence claim. The trial court denied appellant summary judgment on both the statutory immunity issue
Accordingly, based upon the foregoing reasons, we hereby affirm the trial court‘s judgment.
JUDGMENT AFFIRMED.
Harsha, J., dissenting in part:
JUDGMENT ENTRY
It is ordered that the judgment be affirmed and that appellees recover of appellants costs herein taxed.
The Court finds there were reasonable grounds for this appeal.
It is ordered that a special mandate issue out of this Court directing the Ross County Common Pleas Court to carry this judgment into execution.
Kline, J.: Concurs in Judgment & Opinion
Harsha, J.: Concurs in Judgment & Opinion as to Assignment of Error II and Dissents with Opinion as to Assignment of Error I
For the Court
BY:
Peter B. Abele, Presiding Judge
NOTICE TO COUNSEL
Pursuant to Local Rule No. 14, this document constitutes a final judgment entry and the time period for further appeal commences from the date of filing with the clerk.
Notes
For instance,
A product is defective in manufacture or construction if, when it left the control of its manufacturer, it deviated in a material way from the design specifications, formula, or performance standards of the manufacturer, or from otherwise identical units manufactured to the same design specifications, formula, or performance standards. A product may be defective in manufacture or construction as described in this section even though its manufacturer exercised all possible care in its manufacture or construction.
The plain meaning of “physical defect,” as we-and the Hamrick court-have defined it does not mean the same as a defective product under
Our comments should not be misconstrued as a comment on the merits of appellees’ product liability claims.
