Lead Opinion
¶ 1 This case requires us to determine whether Article 18, Section 5 of the Arizona Constitution, which provides that the defense “of assumption of risk shall, in all cases whatsoever, be a question of fact and shall, at all times, be left to the jury,” applies to an express contractual assumption of risk. We hold that it does.
I
¶ 2 Charles Phelps was a professional race-car driver who had participated in more than 100 races at Firebird Raceway, Inc. Before participating in a Firebird race, drivers must sign a “Release and Covenant Not to Sue” (“Release”) and a “Release and Waiver of Liability, Assumption of Risk and Indemnity Agreement” (“Waiver”). Phelps signed both the Release and Waiver before taking part in a race. The Release contained the following provisions:
I HEREBY RELEASE, DISCHARGE AND ACQUIT ... Firebird ... from any and all liability claims, actions, or demands, including but not limited to [a] claim for death, which I may hereafter have because of my injury, death, or damage while on the track, ... or when participating in any race activities____
I UNDERSTAND that participating in drag racing contains DANGER AND RISK of injury or death, ... but, nevertheless, I VOLUNTARILY ELECT TO ACCEPT THE RISKS connected with my entry into the restricted arеa and with racing.
The Waiver’s relevant provisions stated:
[T]he Undersigned ... HEREBY RELEASES, WAIVES, DISCHARGES, AND COVENANTS NOT TO SUE [Fire-bird] ... FOR ALL LOSS OR DAMAGE ... ON ACCOUNT OF INJURY TO THE PERSON OR PROPERTY OR RESULTING IN DEATH OF THE UNDERSIGNED, WHETHER CAUSED BY THE NEGLIGENCE OF RELEASEES OR OTHERWISE, while the Undersigned is in or upon the RESTRICTED AREA, and/or competing ... or for any purpose participating in such event____
EACH OF THE UNDERSIGNED expressly acknowledges that the ACTIVITIES OF THE EVENT ARE VERY DANGEROUS and involve the risk of serious injury and/or death and/or property damage. EACH OF THE UNDERSIGNED also expressly acknowledges the INJURIES RECEIVED MAY BE COMPOUNDED OR INCREASED BY NEGLIGENT RESCUE OPERATIONS OR PROCEDURES OF THE RELEASEES.
¶ 3 During the race, Phelps lost control of his vehicle and crashed into a wall. Phelps’ vehicle erupted into flames and he suffered severe bums. Phelps sued Firebird in superior court, claiming that its employees were negligent in failing to rescue him more quickly from the burning vehicle and in failing to provide adequate emergency medical care. Firebird relied on the Release and Waiver in defending against Phelps’ claims.
¶ 4 In response to Firebird’s defense, Phelps filed a motion for partial summary judgment, arguing that Article 18, Section 5 of the Arizona Constitution requires that the issue of assumption of risk be decided by the jury. In a cross-motion for summary judgment, Firebird asserted that because the Release and Waiver were express contractual assumptions of risk, Article 18, Section 5 did not apply. The trial court denied Phelps’ motion and granted Firebird’s motion, and entered a judgment dismissing Phelps’ claims.
¶ 5 Phelps appealed, contending that Article 18, Section 5 requires that all release and waiver agreements that purport to require the signer to assume the risk be treated as a question of fact for the jury.
¶ 6 Phelps petitioned for review, which we granted because the issue is one of first impression for this court and of statewide importance. We have jurisdiction under Article 6, Section 5(3) of the Arizona Constitution and Arizona Revised Statutes (“A.R.S.”) § 12-120.24 (2003).
II
A
¶ 7 Preliminarily, we note that both parties agree that Firebird raised a defense of assumption of risk. The contract Phelps signed expressly confirmed that he had assumed the risk of any injuries resulting from Firebird’s negligence. Indeed, the Waiver was labeled in part “Assumption of Risk,” and the Release explicitly stated, “I voluntarily elect to accept the risks connected with my entry into the restricted area and with racing.” (Emphasis added.)
¶ 8 Moreover, Arizona case law and legal scholars have long viewed such contracts as a form of assumption of risk. See, e.g., Hildebrand v. Minyard,
B
¶9 Article 18, Section 5 provides as follows:
The defense of contributory negligence or of assumption of risk shall, in all cases whatsoever, be a question of fact and shall, at all times, be left to the jury.
¶ 10 When a constitutional provision is unambiguous, it “is to be given its plain meaning and effect.” U.S. West Communications, Inc. v. Ariz. Corp. Comm’n, 201 Ariz. 242, 245, ¶ 10,
¶ 11 Article 18, Section 5 unambiguously requires that the defense of assumption of risk be a question of fact for the jury “in all eases whatsoever” and “at all times.” Under the plain language of the provision, a jury must decide if the affirmative defense of assumption of risk, whether express or implied, precludes a plaintiff from recovering damages resulting from any negligence on the part of a defendant.
¶ 12 Despite the clear language of Article 18, Section 5, Firebird contends that the assumption of risk defense in this case need not be submitted to a jury because its memorialization in writing somehow causes it to fall outside the ambit of the constitutional provision. Firebird presents several arguments in support of its contention: the term “assumption of risk” is ambiguous; the framers did not intend Article 18, Section 5 to cover express assumptions of risk; Oklahoma’s courts, in interpreting their identical constitutional provision, have permitted their courts to rule as a matter of law that the defense of assumption of risk precludes a plaintiffs recovery; an express assumption of risk is governed by contract principles while implied assumption of risk is governed by tort principles; and prior Arizona cases involving express assumptions of risk assumed that summary judgment could be entered if there were no factual disputes surrounding the signing of the contract assuming the risk. We address each contention in turn.
Ill
A
¶ 13 Firebird first contends that because the doctrine of assumption of risk encompasses more than one category, the phrase “аssumption of risk” as used in Article 18, Section 5 is ambiguous. From this, it reasons that the framers must have intended Article 18, Section 5 to encompass only implied assumption of risk. We disagree.
¶ 14 Although the doctrine of assumption of risk “has been used by the courts in several different senses, which traditionally have been lumped together under the one name, often without realizing that any differences exist,” W. Page Keeton, Dan B. Dobbs, Robert E. Keeton & David G. Owen, Prosser & Keeton on the Law of Tarts § 68, at 480 (5th ed.1984) (hereafter “Prosser & Kee-ton ”), express contractual assumption of risk has always been an important category of assumption of risk. See, e.g., Melville M. Bigelow, The Law of Torts § 14, at 170 (8th ed. 1907) (‘When does the servant assume the risk, so as to exempt the master from the duty in question? The answer must be distributed under two heads: first, in regard to risks assumed in the contract of service; second, in regard to risks otherwise assumed.”); 3 Edward F. White, A Supplement to the Commentaries on the Law of Negligence of Seymour Thompson § 4608, at 670 (1914) (“The assumption of these risks rests on a contract between the parties, either express or implied from the circumstances of the employment and relieves the master from liability for the injuries thus sustained.”); 2 Fowling V. Harper & Fleming James, Jr., Torts 1165,1173 (1956) (including express assumption of risk in three categories of assumption of risk); Robert E. Kee-ton, Assumption of Risk in Products Liability Cases, 22 La. L.Rev. 122, 124-29 (1961) (including express assumption of risk in six categories of assumption of risk); Restatement (Second) of Torts § 496(B) (1965) (explaining that express assumption of risk is a type of assumption of risk).
¶ 15 Firebird correctly notes that the defense of assumption of risk includes various different notions in addition to express contractual waiver. But the fact that assumption of risk encompasses several different categories, or may take different forms, supports an expansive reading of Article 18, Section 5, not a restrictive one. The framers’ choice of the language in Article 18, Section 5, requiring that the defense shall be a fact question for the jury “in all cases whatsoever” and “at all times,” confirms that they did not intend this section to apply only to some of the categories of the defense. If the framers had intended in Article 18, Section 5 that “assumption of risk” did not include express contractual assumption of risk — a well-recognized form of assumption of risk — they would not have used such expansive language. The framers’ use of the broad language in Article 18, Section 5 demonstrates that they did not intend to distinguish implied assumption of risk from express assumption of risk in requiring juries to decide the enforceability of such a defense.
B
¶ 16 Agreeing with Firebird’s argument, the court of appeals used a two-part analysis
¶ 17 The court of appeals’ suggestion that the “legislative history” of Article 18, Section 5 supports its conclusion that the provision does not apply to “express contractual assumption of risk” is not appropriate because the constitutional provision is facially clear and unambiguous. See Boswell v. Phoenix Newspapers, Inc.,
¶ 18 First, the court of appeals erroneously concluded that Article 18, Section 5 must be interpreted in light of the master-servant relationship as it existed at the time of the constitutional convention because Article 18 predominantly deals with labor. It is true that Article 18 generally was “designed to protect the rights of the laboring class----” Kilpatrick v. Superior Court,
[t]he contention of the defendant that, because the provision is found in the article of the Constitution entitled ‘Labor,’ it must be limited in its scope and application to the relation of master and servant, cannot be sustained. The language is too broad and comprehensive to admit of such a narrow construction.
Davis v. Boggs,
¶ 19 The Davis opinion was authored by Albert C. Baker, a delegate to the convention. Baker, in fact, seconded the motion to adopt, verbatim, a broadly worded provision of the Oklahoma Constitution, Article 23, Section 6. The Records of the Arizona Constitutional Convention of 1910 881-84 (John S. Goff ed., 1991) (hereinafter “Goff”). The Arizona framers adopted that provision as Article 18, Section 5. Id. at 884. By successfully persuading a majority of the delegates to adopt the language of Oklahoma’s provision, which was not limited in scope, Baker and the other proponents of the provision “surely knew what they were doing” with respect to Article 18, Section 5: the provision would not be limited to the context of
¶ 20 Davis has not been questioned in the intervening 84 years. See, e.g., Estate of Reinen v. N. Ariz. Orthopedics, Ltd.,
¶21 Second, each section in Article 18, other than Sections 5 and 6, explicitly applies only in the labor or employment context. Therefore, the fact that the framers left out any mention of labor or employment from Article 18, Sections 5 and 6, indicates that they did not similarly intend to restrict those sections to those contexts.
¶ 22 Given this background, we simply cannot agrеe with the assertion that the history of Article 18, Section 5 suggests that the framers intended to limit the application of the section to the employer-employee context and that the provision must be interpreted within that context.
¶ 23 Third, the court of appeals erred in its reliance on Article 18, Section 3. The court reasoned that because Article 18, Section 3 proscribed express contractual assumptions of risk in the employment context, “assumption of risk” in Article 18, Section 5 could not encompass express assumptions of risk. See Phelps,
C
¶ 24 Firebird, as did the court of appeals, also relies on Oklahoma case law for the assertion that Article 18, Section 5 permits a court to grant summary judgment in instances of express assumption of risk. That reliance, however, fails for three reasons. First, the Oklahoma Supreme Court has not held that Oklahoma’s identical provision applies
¶ 25 Second, Arizona courts have interpreted Arizona’s constitutional provision quite differently than Oklahoma courts have interpreted Oklahoma’s provision. When Arizona adopted the same provision Oklahoma had adopted, Oklahoma courts had not yet interpreted it. When they did, they agreed with our interpretation for a number of years. See, e.g., Pioneer Hardwood Co. v. Thompson,
¶ 26 Not until 1972 did Oklahoma retreat from its longstanding position that its provision required juries, not judges, to decide whether contributory negligence or assumption of risk precluded recovery. See Smith v. Chicago R.I. & P.R. Co.,
¶ 27 After Smith and years of subsequent judicial decisions, Oklahoma’s provision today stands only as a reiteration of the general rule that judges decide questions of law and juries decide questions of fact. In contrast, this Court has repeatedly refused to impose judicially crafted restrictions on Article 18, Section 5. See Heimke v. Munoz,
¶ 28 Third, although generally we will look to the decisions of other states in interpreting a constitutional provision adopted from
D
¶29 Firebird’s and the court of appeals’ conclusion that implied assumption of risk applies in the tort context while express assumption of risk applies only in the contract context, see Phelps,
¶ 30 This case provides a clear example of how such a defense works. Phelps brought a tort claim against Firebird, and Firebird raised a contractual affirmative defense. That affirmative defense, however, did not transform Phelps’ tort claim into a contract action. Rather, Phelps’ claim remained, at all times, a tort claim. Thus, this case is not, as the court of appeals suggested, about extending Article 18, Section 5 to contrаct actions.
¶31 Instead, we merely reaffirm today that Article 18, Section 5 means what it says; the validity of an express contractual assumption of risk is a question of fact for a jury, not a judge. At trial, Firebird is entitled to have the jury instructed both as to the enforceability of contracts and as to the substance of the statute governing race track liability,
E
¶ 32 Firebird argues, and the court of appeals concluded, that summary judgment as to the enforcement of contractual waivers of liability is proper because that court has previously affirmed such judgments. See Phelps,
IV
¶33 We find it necessary to respond at least briefly to the dissent. The dissent first argues that the lаnguage of Proposition 88 and Proposition 50 rejected by the framers of Arizona’s constitution suggests that they intended a nuanced reading of Article 18, Section 5. See infra ¶¶ 52-56. We disagree. We note initially that the framers did not adopt Propositions 50 and 88. Moreover, the “legislative history” does not indicate that the framers considered express assumption of risk to be outside the ambit of assumption of risk. Sections 2 and 3 of Proposition 88
¶ 34 The' rejected language of Proposition 50
¶ 35 In any event, in light of the clear language of Article 18, Section 5 — that assumption of risk shall be a question of fact for the jury “in all cases whatsoever” and “at all times” — we should not look to what, at best, can be characterized as ambiguous “legislative history” to limit an otherwise unambiguous constitutional provision. See Adams,
¶ 36 The dissent next argues that “[d]ele-gates to the Arizona constitutional convention were clearly concerned that any attempt to extend too broadly the prohibition against express contractual liability waivers would violate Lochner [v. New York,
¶ 37 The dissent argues that statements made by three delegates during the convention prove that the framers were “clearly concerned” that an overly broad prohibition of express contractual waivers would violate Lochner. As the dissent points out, Delegate Baker said the following about Proposition 50: “I confess on the spur of the moment that I am in doubt as to whether you can limit all contracts or not.” Goff at 152. Delegate Jones, moreover, later raised a similar concern with respect to Proposition 50, questioning whether the provision “would be nullified anyway.” Id. at 548. Delegate Cunningham responded that “[i]f we here intend to write in this constitution that a man who is injured cannot have the right to contract, then we are taking from him one of his constitutional rights that of equal protection of the law.” Id. However, two delegates expressly disagreed with Delegate Cunningham during the debate,
¶ 38 We disagree that the three statements cited by the dissent prove that the framers were concerned that an overly broad prohibition of express contractual waivers would violate Lochner. First, although the statements do suggest that at least some delegates were concerned with Lochner, the position of those delegates was defeated when the convention voted on the issue. Second, the adoption of Article 18, Section 3 makes it difficult to conclude that the majority of framers were concerned about violating Lo-chner. Lochner, after all, protected the freedom of contract with respect to employment. And Article 18, Section 3 makes all contractual waivers in the employment context void.
Y
¶39 In the end we return to where we began — the plain language of Article 18, Section 5. The clear, broad language of that
¶ 40 Although in today’s world Article 18, Section 5 may seem impractical or a questionable policy choice, the framers of our constitution thought otherwise. It is not our role to determine public policy. The framers of our constitution and the Arizona voters who ratified it mandated that the defense of assumption of risk shall, at all times, be left to the jury. We are bound to follow that mandate.
¶ 41 We do not anticipate that this opinion will subject a whole new cadre of eases to jury consideration. Arizona opinions already reflect that there will almost always be factual questions about the scope of an express contractual assumption of risk or whether a plaintiff understood its terms. See, e.g., Salt River Project Agric. Improvement & Power Dist.,
¶42 Finally, as evidenced by Valley National Bank v. National Ass’n for Stock Car Auto Racing, Inc. (NASCAR),
VI
¶ 43 For the foregoing reasons, we vacate the opinion of the court of appeals, reverse the trial court’s grant of summаry judgment, and remand this case to the trial court for further proceedings consistent with this opinion. We further deny Phelps’ request for an award of attorney fees under the private attorney general doctrine.
Notes
. Phelps did not raise any factual issues regarding the scope or his understanding of the Release and Waiver until he filed his reply brief. The court of appeals appropriately declined to consider this issue, which was raised for the first time in a reply brief. Phelps v. Firebird Raceway, Inc.,
. Article 18, Section 3 provides as follows:
It shall be unlawful for any person, company, association, or corporation to require of its servants or employees as a condition of their employment, or otherwise, any contract or agreement whereby such person, company, association, or corporation shall be released or discharged from liability of [sic, or] responsibility on account of personal injuries which may be received by such servants or employees which [sic, while] in the service or employment of such person, company, association, or corporation, by reason of the negligence of such person, сompany, association, corporation, or the agents or employees thereof; and any such contract or agreement if made, shall be null and void.
. We have likewise repeatedly refused to limit to employment cases Article 18, Section 6, which provides that ’’[t]he right of action to recover damages for injuries shall never be abrogated, and the amount recovered shall not be subject to any statutory limitation.” See Duncan v. Scottsdale Med. Imaging Ltd.,
. Owners of a "closed-course motor sport facility” are afforded limited liability under A.R.S. § 12-556 (1999) if "a motor sport liability release” is required to be signed by any participant or attendee who seeks admission into any non-general spectator area of the facility.
. Other appellate cases have also suggested that courts may grant summаry judgment to defendants when they assert an assumption of risk defense. See Maurer v. Cerkvenik-Anderson Travel, Inc.,
Other opinions have considered contractual waivers but have expressly declined to consider whether Article 18, Section 5 applied. See Bothell v. Two Point Acres, Inc.,
. Section 2 of Proposition 88 would have abolished the defense of assumption of risk, and section 3 would have invalidated any contractual waiver of a right to recover damages. Goff at 1228.
. Proposition 50 proposed two things: it precluded the enactment of any lаw that would limit the amount of damages an injured person could recover, and it declared that "[ajny contract or agreement with any employee waiving any right to recover damages for causing the death or injury of any employee shall be void.” Goff at 1147.
. Delegate Crutchfield said the following:
Upon the question of striking out the last two lines[, which made all contractual waivers void,] as recommended by the majority report, I wish to say there are certainly conditions under which this waiver of the right to recover damages would be manifest, unjust, and should be declared void. Some companies are accustomed to provide an agreement that is really a prerequisite to employment, and if the employeefs] sign the contract waiving all right and claim to damages in the case of death or injury above a certain amount which they specify and provide for, and all these circumstances with many others seem to me to make it necessary to retain the second part of the proposition. I feel it would be a distinct loss, and I am therefore opposed to the majority report, and trust the proposition will stand adoptеd without amendment.
Goff at 547-48.
Delegate Bolán argued that
[Mr. Cunningham] is perfectly right in certain cases, but under certain conditions there has been injustice practiced upon people who have been injured; especially in railroad accidents. I know that many who are injured on railroads receive a small compensation when they should have received larger compensation if they received their just dues.
Id. at 548.
. As we discuss below, however, the final version of Proposition 50 did not include the disputed sentence. See infra n.10, ¶ 38.
. As discussed above, the final version of Proposition 50 omitted the disputed sentence that would have made all contractual waivers void. As the dissent concedes, however, it is unclear why the framers did not include that sentence in Proposition 50. See infra ¶ 61. However, the fact that Article 18, Section 3 made all contractual waivers void in the employment context may provide some insight. Delegate Crutchfield clearly opposed omitting the disputed sentence of Proposition 50 because he wanted to remove from employers the ability to use contractual waivers to escape liability. See Goff at 547-48. It is possible that the framers shared Delegate Crutchfield’s concerns and, therefore, did not believe it necessary to make all contractual waivers void when Article 18, Section 3 made all contractual waivers in the employment context void. The truth is, however, that the "legislative history” does not provide conclusive proof, one way or another, why the framers did what they did. Rather, the best proof of "legislative intent” here is the text of the constitution itself.
. The court acknowledged that the general verdict made it difficult to know the basis for the jury’s decision. NASCAR,
Dissenting Opinion
dissenting.
¶ 44 I respectfully dissent. The issue in this case is 'whether, when the Framers drafted the Arizona Constitution, they intended that the term “assumption of risk,” as used in Article 18, Section 5, would encompass express contractual waivers of liability. Unlike the majority, I do not regard the language of Article 18, Section 5 as clear and unambiguous. Moreover, after considering both the language of and the history surrounding the adoption of this constitutional prоvision, I would hold that the better-reasoned conclusion is that “assumption of risk,” as used in the constitution, refers only to implied assumption of risk and not to express contractual waivers of liability. Hence, unlike the majority, I would conclude that a court can consider whether, as a matter of law, an express contractual waiver can be enforced.
I.
¶45 My disagreement with the majority opinion begins with its conclusion that the phrase “assumption of risk” is clear and unambiguous. Op. ¶¶ 11, 35, 39. To be sure, the majority correctly characterizes the phrases “in all cases whatsoever” and “at all times” as clear and broad language. But “assumption of risk” is a legal term of art that describes a legal theory that has evolved over the years.
¶46 Assumption of the risk entered the legal lexicon as a term of art describing one of the “unholy trinity” of defenses — along with contributory negligence and the fellow servant rule — developed in the late nineteenth century to protect employers against employee tort claims for injuries incurred on the job. See Hough v. Tex. & Pac. Ry. Co.,
¶47 By the time of the drafting of the Arizona Constitution, the defense of assumption of the risk had developed into an amorphous concept defined in a variety of ways by commentators and courts. Some legal scholars argued that the contract analogies that once undergirded the doctrine of assumption of the risk could not adequately support the increasingly broad applications of the defense. See, e.g., Francis Wharton, A Treatise on the Law of Negligence, § 200, at 178-80 & n. 1 (Philadelphia, Kay & Brother, 2d ed. 1878) (pointing out that not all servants were competent to contract and that many jurisdictions had found contractual waivers of liability to be invalid as against public policy). These commentators argued that assumption of the risk is more properly grounded in tort principles, rather than in the legal fiction of implied contracts. Dining this same period, other-commentators explored the possibility of expanding the doctrine beyond the employer-employee relationship. See, e.g., Charles Warren, Volenti Non Fit Injuria in Actions of Negligence, 8 Harv. L.Rev. 457, 459 (1895) (asserting the rule that “[o]ne who knows of a danger arising from the act or omission of another, and understands the risk therefrom, and voluntarily exposes himself to it, is precluded from recovering for an injury which results from the exposure”). These scholars argued that assumption of the risk was a potential defense to any tort claim, whether or not a master-servant relationship existed between the parties.
¶48 Courts in various jurisdictions also struggled during this period to determine the contours of the doctrine of assumption of the risk. See, e.g., Welsh v. Barber Asphalt Paving Co.,
¶ 49 Justice Frankfurter captured well the confusion surrounding the phrase:
The phrase “assumption of risk” is an excellent illustration of the extent to which uncritical use of words bedevils the law. A phrase begins life as a literary expression; its felicity leads to its lazy repetition; and repetition soon establishes it as a legal formula, undiseriminatingly used to express different and sometimes contradictory ideas.
Tiller v. Atl. Coast Line R.R. Co.,
¶ 50 I simply cannot regard a phrase that carries “different and sometimes contradictory” meanings as unambiguous. The question is not whether Article 18, Section 5 can be interpreted as applying to both implied assumption of the risk and express contractual waiver of liability; one can, of course, adopt that interpretation. The question is whether the Framers intended that Article 18, Section 5 extend to express contractual waivers. I find quite compelling the evidence that the drafters of the constitution intended to limit the phrase to implied assumptions of risk.
II.
¶ 51 When a phrase is ambiguous, fundamental principles of constitutional construction require us to look to extrinsic evidence to determine its intended effect. Jett v. City of Tucson,
¶ 52 The proposals and comments of the Framers during Arizona’s constitutional convention provide the most persuasive evidence of their intent in adopting Article 18, Section 5. The majority of these progressive, labor-friendly individuals found the doctrine of assumption of the risk highly objectionable. See generally, Roger C. Henderson, Tort Reform, Separation of Powers, and the Arizona Constitutional Convention of 1910, 35 Ariz. L.Rev. 535 (1993) (detailing the party platforms and political makeup of Arizona’s constitutional convention); Noel Fidel, Preeminently a Political Institution: The Right of Arizona Juries to Nullify the Law of Contributory Negligence, 23 Ariz. St. L.J. 1, 9-12 (1991). By the time Arizona convened its constitutional convention, courts across the nation had liberally applied the doctrine of assumption of the risk in ways that thwarted efforts by injured employees to recover on tort claims against employers. In an effort to protect Arizona laborers, the Framers included a number of tort-related sections in the Arizonа Constitution. In fact, “of the 153 propositions introduced at the constitutional convention, there were nine that in some measure would affect the law of torts.” Henderson supra, at 576. The progression of two of these propositions from introduction to engrossment is particularly helpful in determining the Framers’ understanding of “assumption of risk.”
¶ 53 Proposition 88 ultimately became Article 18, Section 5. As introduced, Proposition 88 read in pertinent part:
Section 2. No law shall be enacted and no rule of law shall be recognized in the State of Arizona whereby the defense of “fellow servant” or the defense of “assumption of risk” shall be recognized in actions to recover damages in cases of injury or death covered in the first section of this article;
Section 3. No waiver by contract of right to recover damages under this Article shall be valid.
¶54 The first lesson to be learned from this original version devolves from the fact that it clearly distinguishes between the common law doctrine of assumption of risk (eliminated by section 2) and express contractual waivers (prohibited by section 3). If the Framers had considered express contractual waivers to be included in the common law doctrine of “assumption of risk,” they would have had no need to propose section 3; section 2 would have prevented enforcement of such contracts. The fact that section 3 was included in proposition 88 indicates that the Framers viewed express contractual waivers as distinct from common law assumption of risk.
¶ 55 Proposition 88 did not ultimately pass in its original form. An amendment struck section 2, and replaced it with the language of Article 23, Section 6 of the Oklahoma Constitution, providing that “[t]he defense of contributory negligence or of assumption of the risk shall in all cases whatsoever be a question of fact, and shall at all times be left to the jury.” Goff, supra, at 883-84. This version of section 2 ultimately became engrossed in the constitution as Article 18, Section 5. The Framers dropped section 3 because it appeared redundant of the language found in two other Propositions, 47 and 50. Id. at 542, 548.
¶ 56 The original version of Proposition 50, which directly addressed the right of employers to require employees to waive a right to recover damages for employment-related injuries, read in pertinent part:
[N]o law shall be enacted in this State limiting the amount of damages to be recovered for causing the death or injury of any person. Any contract or agreement with any employee waiving any right to recover damages for causing the death or injury of any employee shall be void.
Goff, supra, at 1147. When the Committee of the Whole took up discussion of Proposition 50, some delegates suggested that the specific protection from express contractual waivers of liability should be afforded to everyone, rather than limited to employees.
Id. at 152. In fact, Delegate Baker specifically argued that this provision should be broadened to prevent railroad companies from extracting express liability waivers from passengers. Id. The Committee of the Whole agreed and ultimately adopted an amended version of Proposition 50, striking the reference to employees.
¶ 57 Had Proposition 50 in this amended form been engrossed in the Arizona Constitution, we would not currently be deciding whether questions involving exрress contractual waivers must go to a jury; the waivers would be null and void under the constitution. Curiously, however, this amended version of Proposition 50 did not become part of the text of the Arizona Constitution. Instead, during the final reading of the newly engrossed provisions, a delegate moved to include only the first sentence of Proposition 50 as Article 2, Section 31, and the provision relating to contractual releases was entirely deleted from the constitution. Id. at 897.
¶ 58 The records of the convention do not explain why the second sentence of Proposition 50 was not included in the final version of the constitution. One reason for the ultimate decision to eliminate the language nullifying contractual releases in all eases may well have been the concern by many delegates that such a provision, by proscribing the right to contract, would violate the federal constitution. See id. at 548. The delegates had good cause for concern.
¶ 59 Just five years prior to Arizona’s constitutional convention, the United States Supreme Court issued its infamous opinion in Lochner v. New York,
¶ 61 Whatever the reason behind the ultimate failure of the convention to include the second sentence of Proposition 50 in the constitution, the debate surrounding this clause provides strоng evidence that the delegates were keenly aware of the distinction between express contractual waivers and the common law defenses of assumption of risk and contributory negligence. Moreover, the concerns raised by the delegation over the likelihood that a provision broadly inhibiting the right to contract would violate the federal constitution explains why the Framers chose to deal with express contractual defenses more cautiously than they dealt with implied assumption of risk.
¶ 62 The treatment given employment contracts in the Arizona Constitution emphasizes the distinction made between implied and express assumption of risk. The Framers specifically addressed express liability waivers in certain employment contracts in Article 18, Section 3. That provision makes it
unlawful for any person, company, association, or corporation to require of its servants or employees as a condition of their employment, or otherwise, any contract or agreement whereby such person, company, association, or corporation shall be released or discharged from liability of responsibility on account of personal injuries which may be received by such servants or employees which in the service or employment of such person, company, association, or corporation, by reason of the negligence of such person, company, association, corporation, or the agents or employees thereof; and any such contract or agreement if made, shall be null and void.
Ariz. Const. art. 18, § 3.
¶63 The Framers were clearly aware of the existence of express contractual liability waivers in the employment context and viewed these waivers as distinct contractual problems requiring a separate constitutional remedy. This provision, too, supports the conclusion that the Framers distinguished between implied assumption of risk and express contractual waivers of liability.
¶ 64 Although an argument can be made to the contrary, I would hold that the more reasonable conclusion to draw from the history of Article 18, Section 5 is that the Framers viewed assumption of risk and express contractual liability waivers as distinct conсepts. Article 18, Section 5, therefore, confers broad powers upon the jury in those eases in which the common law defense of implied assumption of risk arises but does not extend to express waivers of liability.
III.
V 65 Our judicial treatment of express contractual waivers of liability also argues in favor of excluding such waivers from Article 18, Section 5. In the nearly 100 years since adopting our constitution, we have never applied Article 18, Section 5 in the context of an express contractual liability waiver. In fact,
¶ 66 In 1984, this court held that parties may contractually allocate the risks of tort liability and that courts will enforce such agreements if strict conditions are met. Salt River Project Agric. Improvement & Power Dist. v. Westinghouse Elec. Corp.,
¶ 67 Since our decision in SRP, the court of appeals has extended our analysis to uphold summary judgment against plaintiffs in personal injury claims based upon express waivers.
¶ 68 For the foregoing reasons, I would affirm the opinion of the court of appeals and the trial court judgment granting summary judgment to Firebird.
. Proposition 88 also included a provision requiring the establishment of an employer’s liability law and a provision prohibiting the legislature from limiting damages for tort claims. The Records of the Arizona Constitutional Convention of 1910 at 1227-28 (John S. Goff ed.). These provisions ultimately became Sections 6 and 7 of Article 18. Id. at 1373.
. If the Framers looked to Arizona case law to guide their conclusion as to the meaning of “assumption of risk,” they would have found little assistance. To the extent case law provided any guidance, it would have confirmed the conclusion that constitutional history suggests: Express contractual waivers did not fall within the meaning the Framers attached to "assumption of risk." No published Arizona decision pre-dating our constitution applied the assumption of the risk doctrine to an express contractual waiver of liability. Indeed, those few reported cases on point dealt only with assumption of the risk as an implied elеment of the employment contract. See S. Pac. Co. v. McGill,
. The holding in SRP recognizes the unique need in commercial settings for broad and flexible contract rules that permit parties to bargain for a more rational distribution of risks and benefits.
. The legislature has codified similar extensions by enacting statutes that immunize certain businesses with substantial inherent risks from tort liability if these businesses obtain a signed, valid release from customers. See, e.g., A.R.S. § 12-553 (2003) (immunizing equine owners). In fact, the release signed by Phelps in this case most likely resulted from Firebird's attempt to comply with A.R.S. § 12-556, which provides limited liability for owners of closed-course motor sport facilities.
