Case Information
*1 I LLINOIS O FFICIAL R EPORTS Appellate Court
Pister v. Matrix Service Industrial Contractors, Inc.
,
INDUSTRIAL CONTRACTORS, INC., a Foreign Corporation, Defendant-Appellee.
District & No. Fourth District
Docket No. 4-12-0781
Filed September 6, 2013
Rehearing denied October 10, 2013
Held In an action arising from a collision in which the vehicle driven by plaintiff’s decedent was struck by a vehicle driven by defendant’s ( Note: This syllabus employee, the trial court’s entry of partial summary judgment for constitutes no part of the opinion of the court defendant was affirmed, notwithstanding plaintiff’s contention that the but has been prepared trial court erred in prohibiting her from asserting the “traveling by the Reporter of employee” theory of respondeat superior to the jury, since the appellate Decisions for the court declined to extend the Workers’ Compensation Act’s “traveling convenience of the employee” principle to a respondeat superior case. reader. ) Decision Under Appeal from the Circuit Court of Champaign County, No. 09-L-190; Michael Q. Jones, Judge, presiding. Review
Judgment Affirmed.
Counsel on Michael T. Reagan, of Law Office of Michael T. Reagan, of Ottawa, David V. Dorris and Amelia Buragas (argued), both of Dorris Law Firm, Appeal
P.C., of Bloomington, and Ray Moss (argued), of Moss & Moss, P.C., of Clinton, for appellant.
Melinda S. Kollross (argued), Paul V. Esposito, Kimberly A. Hartman, and Mark J. Sobczak, all of Clausen Miller P.C., and John W. Patton, Jr., and C. Zachary Vaughn (argued), both of Patton & Ryan LLC, both of Chicago, for appellee.
Panel JUSTICE HOLDER WHITE delivered the judgment of the court, with
opinion.
Presiding Justice Steigmann concurred in the judgment and opinion. Justice Appleton specially concurred, with opinion.
OPINION
In April 2009, a vehicle driven by Brian Stultz (Brian) struck the vehicle of Jeffrey Pister, resulting in the death of both men. At the time of the accident, Brian was nearing his destination in Champaign, Illinois, where he was scheduled to work later that morning for defendant Matrix Service Industrial Contractors, Inc., a foreign corporation (Matrix). In May 2011, Jeffrey’s widow, plaintiff Tisha Pister, as independent administrator for the estate of Jeffrey Pister (hereinafter Pister), filed a third amended complaint against Matrix and the estate of Brian Stultz (Estate). The Estate is not a party on appeal. As part of the complaint, Pister claimed Matrix was liable for Pister’s death under the doctrine of respondeat superior . Pister set forth two theories of liability, asserting (1) Brian was a “traveling employee” of Matrix, on which the court, pretrial, granted summary judgment for Matrix and (2) Brian was on a “special errand” for Matrix at the time of the accident. The jury returned a verdict in favor of Matrix on Pister’s “special errand” theory. Pister appeals, arguing the trial court committed reversible error by (1) granting partial
summary judgment in favor of Matrix, (2) admitting or excluding certain evidence, and (3) giving erroneous instructions to the jury. We affirm. I. BACKGROUND In the early morning hours of April 13, 2009, a vehicle driven by Brian crossed the
centerline and struck an oncoming vehicle driven by Jeffrey Pister. The accident proved fatal for both men. An autopsy revealed Brian had oxycodone in his system. At the time of the *3 accident, Brian was driving from Ohio toward a construction site in Champaign, Illinois, in order to start a job for which he was hired by Matrix.
¶ 6 A. The Complaint
¶ 7 In September 2009, Pister filed a complaint against defendants Matrix and the Estate. As
the case unfolded, Pister filed a third amended complaint in May 2011. The complaint alleged several counts, asserting (1) negligence and wrongful death liability against the Estate, (2) negligence and survival action liability against the Estate, (3) respondeat superior and wrongful death liability against Matrix, (4) respondeat superior and survival action liability against Matrix, (5) negligence and wrongful death liability against Matrix, and (6) negligence and survival action liability against Matrix. Prior to trial, Pister voluntarily dismissed the Estate from the case. B. Motion for Summary Judgment In April 2011, Matrix filed a motion for summary judgment, asserting Brian was not an
employee of Matrix at the time of the accident because he had not yet arrived at the jobsite. Pister filed a response, arguing Brian was within the scope of his employment, both as a “traveling employee” and because he was on a “special errand” for Matrix to deliver equipment to the jobsite. After a May 2011 hearing, the trial court determined it would not allow Pister to present the “traveling employee” theory of liability to the jury, finding the theory was restricted only to workers’ compensation cases. Conversely, the court found a material issue of fact existed for the “special errand” theory of liability, which required presentation to the jury. The court then ordered a docket entry contradictory to its findings, denying in total Matrix’s motion for summary judgment. C. Pretrial Conference At a February 2012 pretrial conference, the trial court (1) asserted it previously granted
partial summary judgment to Matrix during the May 2011 hearing with regard to the “traveling employee” theory of liability, (2) granted Matrix’s motion to prohibit Pister from arguing Matrix was liable for Brian driving under the influence of a drug but then extended the ruling to prohibit all mention of Brian’s drug use, and (3) allowed evidence that the Estate was once a party to the case. With respect to the trial court’s statement regarding the motion for summary judgment,
the court explained its prior ruling granted the motion as to the “traveling employee” theory of liability, which restricted the trial to the “special errand” theory of liability. Neither party attempted to clarify or correct the trial court’s remarks; in fact, Pister’s attorney said he was “acutely aware” of the court’s ruling with regard to that issue. In prohibiting the parties from mentioning Brian’s legal prescription drug use, the court
stated:
“I don’t think oxycodone has anything to do with this. It is introducing elements to this trial that we need to avoid, especially in light of the fact and under my assumption that *4 the liability is not contested here for this accident. *** What matters is is [ sic ] that Mr. Pister was the victim of someone else’s failure to observe his duty to drive with due regard for other motorists, so that’s my ruling.”
The court’s finding required the parties to edit portions of recorded evidentiary depositions in order to remove all mention of Brian’s legal drug use as well as the exclusion of letters sent by the Stultzes to Brian’s insurance company demanding payment on the claim.
¶ 14 Additionally, the court ruled Matrix could tell the jury the Estate was previously a party
in this matter, allowing Matrix to argue members of the Stultz family, as beneficiaries to the Estate, had a bias or motive to lie about Brian’s scope of employment. D. Jury Trial The case proceeded to trial in February 2012. The central factual issue for the jury to
determine was whether Brian was in the scope of his employment with Matrix at the time of the accident, as demonstrated by Brian transporting welding rods and other equipment in his vehicle. During opening arguments, the court read to the jury Illinois Pattern Jury Instructions,
Civil, No. 2.03 (2006) (hereinafter, IPI Civil (2006) No. 2.03), which explained to the jury the Estate had previously been a party to the case, but the jury was not to speculate why the Estate was no longer a party. Pister presented several witnesses to prove a Matrix employee asked Brian to transport
welding rods and other equipment to the Champaign, Illinois, jobsite for use at either the Champaign job or a subsequent job. Josie and Robert Stultz, the parents of Brian, testified via a redacted evidentiary deposition recording that Brian told them he was transporting equipment to Champaign at the request of Matrix. On April 12, 2009, which was Easter Sunday, the Stultz family gathered for Easter dinner at the home of a relative. Josie testified, during that visit, she observed Brian speaking with a Matrix employee, later identified as Larry Martin, the supervisor of equipment who oversaw the delivery of materials and equipment to jobsites, out near their parked vehicles. She saw Brian walk from Martin’s vehicle back to his own, then return to Martin’s vehicle, but she did not see what, if anything, he was carrying. Robert Stultz, who knew several Matrix employees, explained Matrix employees from the area, like Brian, commonly transported equipment to jobsites because they resided near Matrix’s headquarters. Both Josie and Robert testified they would do anything for their granddaughter, Brian’s daughter, but denied lying in order to gain additional financial recovery from Brian’s insurance company, MetLife. Pister also presented Carys Fitzgerald’s testimony via recorded deposition. Fitzgerald was
Brian’s fiancée and the mother of his child. She testified, following Easter dinner with Brian’s relatives, she and Brian returned home to discover a brown box of welding rods on the back porch. Brian placed the box in his vehicle. In her experience, Brian commonly transported Matrix equipment to jobsites. In his free time, Brian frequently welded with his mother, a welding instructor. Brian Hensley, Brian’s friend, relative, and former coworker, testified he saw Brian
speaking with Larry Martin at Brian’s relative’s home on Easter. Hensley saw Brian with a *5 box of materials in his car but could not recall the specific items. As a former employee of Matrix, Hensley explained Matrix allowed its crew members to keep scrap metal to practice their respective crafts, such as welding. Brian indicated to Hensley he was not being paid to transport the welding rods on Matrix’s behalf. Hensley also pointed out the welding rods collected from the accident scene would not have fit Brian’s welding machine at home. Anthony Matens, a personal investigator hired by Pister in the early stages of the case, testified he interviewed Josie Stultz, Robert Stultz, and Carys Fitzgerald. He said no one mentioned any conversations they had with Brian in which Brian said he was delivering welding rods on behalf of Matrix, nor did they mention the welding rods at all. Matrix also presented evidence regarding whether Brian was on a “special errand” for Matrix at the time of the accident. The parties did not dispute the fact that the Champaign job required no welding and, thus, no welding rods. Upon arriving at the scene of the accident, Illinois State Trooper Ryan Fuoss, who specialized in accident reconstruction, noticed white boxes in Brian’s vehicle; however, he could not testify as to the condition of those boxes before the accident or prior to his arrival at the scene, approximately one hour after the accident. Robert Stultz later recovered an angle iron and five unsealed, individual white boxes containing a variety of welding rods from Brian’s car. Larry Martin gave conflicting versions of events regarding Easter 2009. During one
deposition, he could not recall meeting Brian on Easter. In another deposition, he remembered seeing Brian on Easter. Likewise, in one deposition, Martin explained he did not believe he gave welding rods to Brian on Easter for delivery. In another deposition, he agreed it was very possible he gave Brian welding rods on Easter for delivery. He did, however, consistently testify he never (1) visited the home of Brian’s relative, (2) left a box of welding rods at Brian’s house, or (3) delivered a box to Brian at the last minute ( i.e. , the day before Brian was to leave for a job). He was also adamant he did not see Hensley on Easter. Martin agreed he had given Brian welding rods and other equipment in the past to transport to a jobsite, though he also agreed it was rare for employees to transport equipment, such as welding rods, to jobsites. Martin knew Brian to be a “scrapper,” one who was often permitted to take leftover materials from the jobsite for personal use. Martin then described the packaging of new boxes of welding rods that Matrix delivered
to jobsites. First, he noted, the welding rods would have been in sealed boxes wrapped in cellophane to keep out moisture. Additionally, a box of welding rods scheduled for a jobsite would contain only one size of rods, whereas the boxes recovered from Brian’s vehicle contained a variety of rod sizes. Andrew Kissel, the foreman of Brian’s crew, also testified about the required condition
of welding rod boxes upon delivery to the jobsite. He explained welding rods were always delivered in a sealed crate, which was made up of four boxes of rods, all of the same size. Because Brian was carrying three types of rods in his vehicle at the time of the accident, in order to be consistent with Matrix’s method of delivery, Brian would have needed to carry 12 boxes of welding rods. According to Kissel, Martin never had individual boxes of welding rods delivered to jobsites. Kissel described Brian as a “scrapper” with ongoing permission to take excess equipment, such as welding rods, for personal use. After examining the angle *6 iron found in Brian’s car, Kissel immediately classified it as scrap metal for Brian’s personal use because (1) his crew did not use angle irons and (2) that type of material would have been shipped directly from a supplier in Oklahoma.
¶ 26 Moreover, as the foreman, Kissel testified he never asked Brian to deliver equipment to
the jobsite, nor did he request Martin to have welding rods delivered because the equipment trailer did not need restocking. Whenever Kissel needed welding rods for other jobs, Martin always sent them through FedEx or another delivery service. Additionally, the Champaign job required no welding. Kissel thought a job had been scheduled following the Champaign job that would have required extensive welding, but Matrix’s records did not reflect another job scheduled for that week. Members of the construction crew, who regularly worked with Brian and who were
scheduled to work with him in Champaign, agreed the boxes of welding rods contained within Brian’s car were consistent with personal use based on the variety of welding rods and the open packaging. They each explained Matrix had a policy allowing employees to use excess material to practice their crafts, such as welding, and that Brian received permission to take scrap metal for personal use. They knew Brian would practice welding at home. The crew described Brian as a “hoarder” or “packrat” who kept his garage full of scraps, including scrapped welding rods. Brian’s friend and crew member, William Merwin, testified Brian carried welding rods in his car for personal use. Matrix project manager Eric Foster testified no welding rods or angle irons were needed
at the Champaign job, nor was a job scheduled later in the week that would require those items. However, he could not say whether Matrix asked Brian to deliver the welding rods. Gregory Still, an operations manager for Matrix, testified he regularly provided scrap welding rods to Brian so Brian could practice his welding. In fact, he noted Brian’s improvement in welding led to Brian being promoted from a regular crewman to a welder. Still explained he had no record of any jobs scheduled immediately following the Champaign job. The next job scheduled was in Georgia for the following week, which would have required only a small amount of welding. He also noted it was the regular practice of employees to work on the jobsite, return home on weekends, then leave late Sunday evenings or early Monday mornings to start the next assignment. E. Jury Instructions Following the presentation of evidence, the parties tendered their recommended
instructions to the court. As part of its instructions, Pister tendered Illinois Pattern Jury Instructions, Civil, No. 50.06 and a modified version of No. 50.06.01 (Supp. 2009) (hereinafter, IPI Civil (Supp. 2009) Nos. 50.06 and 50.06.01) regarding agency law. The court rejected those instructions and instead tendered only a non-IPI jury instruction defining the “special errand” theory of liability. While reading the instructions to the jury, the trial court made a sua sponte statement
about the relationship between the special interrogatory and general verdict instructions. As the jury retired to deliberate, Pister brought the statement to the court’s attention, but asked that no remedial instruction be given for fear it would draw too much attention to the error. *7 Over Pister’s objection, the court tendered a remedial instruction.
¶ 33 F. Posttrial Motion
¶ 34 The jury returned with a verdict in favor of Matrix. In April 2012, Pister filed a posttrial
motion, on which the trial court held a hearing in July 2012. The court determined it committed two errors during the trial: (1) making a sua sponte statement about the relationship between the general verdict and special interrogatory and (2) refusing Pister’s IPI jury instructions regarding agency law. However, the court found the errors did not require a new trial because the evidence so overwhelmingly favored Matrix that Pister was not prejudiced by the errors. After a hearing, the court denied Pister’s posttrial motion in its entirety. This appeal followed. II. ANALYSIS On appeal, Pister argues the trial court committed reversible error by (1) granting partial
summary judgment in favor of Matrix, (2) admitting or excluding certain evidence, and (3) giving erroneous instructions to the jury. We address these assertions in turn. A. Matrix’s Motion for Summary Judgment Pister first asserts the trial court erred in granting, in part, Matrix’s motion for summary
judgment. The court’s ruling on a motion for summary judgment is subject to
de novo
review.
Bagent v. Blessing Care Corp.
,
Defendant’s Motion for Summary Judgment
Pister asserts the trial court erred by reversing,
sua sponte
, part of its ruling on Matrix’s
motion for summary judgment, which the court had previously denied. Section 2-1005 of the
Code of Civil Procedure (735 ILCS 5/2-1005 (West 2010)) “does not authorize the trial court
to
sua sponte
summarily grant summary judgment.”
Peterson v. Randhava
, 313 Ill. App. 3d
1, 11,
2011, then changed its mind
sua sponte
on February 3, 2012, without notice to or further
argument from the parties. We disagree. It appears the court made a mistake in creating its
May 2011 docket entry, leading to a claimed misunderstanding on appeal but not a
misunderstanding for the parties at trial. During the May 2011 hearing on Matrix’s motion
for summary judgment, the court noted, “I am way convinced from, among other reasons, the
Chicago Bridge Iron case [(
Chicago Bridge & Iron, Inc. v. Industrial Comm’n
, 248 Ill. App.
3d 687,
“I don’t know that I’m in a place to begin creating law here, and I don’t think it[’]s appropriate for me to decide. This is something for the Appellate Court to decide, whether or not they wish to create this traveling employee exception to the otherwise body of law that when you are traveling to the jobsite and leaving the jobsite to go home you are not acting within the scope of employment.”
After determining an issue of material fact existed to prevent summary judgment with regard to Pister’s contention that Brian was on a “special errand” for Matrix, the trial court ordered the clerk to make a docket entry denying the motion for summary judgment in its entirety. In February 2012, three days before the trial was scheduled to begin, the parties submitted pretrial motions. At a hearing on the parties’ motions, the trial court reiterated it had granted Matrix’s motion for summary judgment with respect to the “traveling employee” theory of liability, leaving only the “special errand” theory of liability for the jury’s determination. At that time, Pister did not object to or raise any concerns regarding this alleged sua sponte ruling. Rather, Pister’s attorney acknowledged he was “acutely aware” of the trial court’s prior ruling. It was not until Pister filed a posttrial motion in April 2012 that the trial court was made aware of what Pister claims was a sua sponte ruling on the motion for summary judgment, at which time the court stated:
“I think it borders on the disingenuous to suggest that anybody was surprised on the day of trial that I had made this ruling. I made it clear multiple times that I believed that purely on the basis of those facts, that is that he [Brian] was traveling to Champaign to start work and didn’t quite get there, that without anything else he wasn’t in the scope of his employment.” Pister claims the court’s sua sponte reversal of its own prior ruling deprived Pister of a
fair trial. We disagree the court made a sua sponte ruling on the “traveling employee” theory of liability. Rather, the record reflects the parties clearly understood the trial court granted summary judgment in May 2011 with regard to the “traveling employee” theory even though the court mistakenly ordered the docket entry to reflect the motion for summary judgment had been denied. The court’s February 2012 statements with respect to the “traveling employee” theory of liability were consistent with the court’s May 2011 statements, which *9 were also consistent with the parties’ understanding of the ruling. A mistake in the court’s May 2011 order does not make the court’s February 2012 statements a sua sponte ruling on Matrix’s motion for summary judgment. Therefore, we conclude the court made no sua sponte ruling during the February 2012 pretrial hearing with regard to the “traveling employee” theory of liability. 2. Whether the Trial Court Erred in Prohibiting Pister From Presenting
the “Traveling Employee” Theory of Liability to the Jury
Pister next asserts the trial court erred in prohibiting Pister from asserting the “traveling
employee” theory of
respondeat superior
to the jury. Having determined the court granted
summary judgment with regard to this issue, we conduct a
de novo
review.
Ordinarily, an employer is not liable for an employee who is going to or coming from
work.
Pyne
,
employees who incur broadly defined work-related injuries.
Beelman Trucking v. Illinois
*10
Workers’ Compensation Comm’n
,
unlike workers’ compensation cases, assign liability to employers based upon an employee’s
negligence within the scope of employment.
Bagent v. Blessing Care Corp.
,
an employer can be held vicariously liable for torts committed by an employee within the
scope of employment. As Matrix correctly notes,
Pyne
does not apply the “traveling
employee” theory of liability; rather, the question raised in
Pyne
was whether the employee
was on a “frolic” or “detour” from his employment at the time an accident occurred.
Pyne
,
“traveling employee” principle to respondeat superior cases. Likewise, Matrix sets forth no cases specifically refusing the “traveling employee” theory. We decline to extend the Act’s “traveling employee” principle to respondeat superior cases because, as previously noted, the purposes of the Act and principles behind respondeat superior liability differ. Therefore, the trial court did not err in granting summary judgment to Matrix.
¶ 54 B. Whether the Trial Court Abused Its Discretion
in Admitting Certain Evidence
Pister next argues the trial court erred by admitting or excluding certain evidence. The
trial court’s rulings with regard to the admission of evidence will not be overturned absent
an abuse of discretion.
Jackson v. Seib
,
unless one party has been prejudiced or the proceedings have been materially affected.
Wilson v. Humana Hospital
,
(1) redacting portions of witness depositions and excluding the Stultzes’ letters to the insurance company and (2) allowing evidence that the Estate had been dismissed as a party to the proceedings. 1. Whether the Trial Court Erred in Redacting
Depositions of Witnesses Pister claims the trial court erred in redacting testimony of Brian’s legal prescription drug use in recorded evidentiary depositions of Brian’s family members and excluding letters the Stultzes wrote to Brian’s insurance company, as the results made the testimony misleading. We disagree. Prior to the commencement of trial, Matrix filed a motion in limine to bar Pister from
arguing Matrix had a duty to prevent Brian’s drug use. The trial court went even further by prohibiting all evidence of Brian’s legal drug use, reasoning the evidence was both irrelevant and prejudicial because the central issue in the case was not whether Brian was negligent in his driving, which both parties conceded, but whether Brian was on a “special errand” for Matrix at the time of the accident. This ruling resulted in the redaction of portions of *12 recorded evidentiary depositions of the Stultz family and the exclusion of letters the Stultzes wrote to Brian’s insurance company requesting payment of the claim. Pister argues the resulting redaction of the legal drug use from the videotaped evidentiary
depositions misconstrued the testimony of its witnesses, i.e. , the family members of Brian, making those witnesses appear biased or motivated to lie in order to obtain financial benefits. At the time of his death, Brian had a life insurance policy that allowed for additional financial benefits if Brian was killed during the scope of his employment. The same policy also allowed the company to deny all financial benefits if Brian was using illegal drugs at the time of his death. Pister contended the insurance company denied Brian’s benefits until the family proved Brian was taking the prescription drug oxycodone legally, not because the company denied Brian was within the scope of employment. The redacted recordings, according to Pister, made it seem the family had testified in their depositions that the insurance company denied the Estate’s claim due to a question over the scope of his employment. Thus, Pister argues the depositions allowed the jury to believe the Stultzes had a financial motive to lie or misrepresent Brian’s scope of employment, when that was not the reality of the case. Matrix, on the other hand, noted the Stultz family did have a financial motive to misrepresent the scope of Brian’s employment because they stood to recover additional benefits if the insurance company found Brian was in the scope of employment at the time of his death. In her brief, Pister presents several instances of redacted testimony to demonstrate how
the information could have confused or misled the jury. As an example, Pister complains the court required redaction of the following exchange between a Matrix attorney and Josie Stultz.
“Q. It appears, just like the last letter we’ve read over from Robert to the Boilermakers where you agreed you were trying to show that Brian was working, that as of this January 27, 2010 letter to MetLife, you were, again, trying to establish that Brian was working at the time of accident. Is that fair?
A. That was not the crux of the letter. Yes, I never doubted that Brian was working. They denied the claim because of the Oxycodone level, and they told me I had to prove that he was able to have that. That’s why they kept denying it. They didn’t deny it saying he was not working.”
The redacted version of this exchange, as seen by the jury, included only the first two sentences of Josie’s answer. We note, despite Pister’s argument to the contrary, Pister was able to rehabilitate the
witnesses through later portions of the video depositions shown to the jury, in which the
witnesses testified they were not lying in order to obtain financial benefits. From there, it was
up to the jury to judge the credibility of the witnesses. See
Snover v. McGraw
, 172 Ill. 2d
438, 448,
sent by the Stultzes to Brian’s insurance company. Those letters referenced Brian’s prescription drug use, which could have inflamed and misled the jury into placing too much emphasis on Brian’s drug use. 2. Whether the Trial Court Erred in Allowing
Evidence of Dismissed Party Pister next contends the trial court erred in allowing the jury to hear evidence that the
Estate had been dismissed from the lawsuit. We disagree. After voluntarily dismissing the Estate from the lawsuit, Pister filed a motion in limine
to bar evidence the Estate had previously been a party to the action. Following a hearing, the trial court stated, “there is some common interest between the plaintiff and the Stultz family to the extent that the family of Brian Stultz might benefit from collecting death benefits if [Brian] is found to be in the course of employment.” The court denied Pister’s motion, reasoning the Estate’s prior involvement as a party “may have relevance to certain witness’ [ sic ] motive or bias.” During opening argument, Matrix commented, “Now, two mutually opposite stories
about welding rods to a jobsite that has no welding. Why would they say that? The reason why they say that, and you’re going to hear that because we do have a chance to question them about their motives, about their interests, and they’re going to tell you that the original lawsuit was against the estate of Brian Stultz.” Pister immediately objected, at which time the court tendered IPI Civil (2006) No. 2.03. The instruction read, “The Estate of Brian Stultz is no longer a party to this case. You should not speculate as to the reason nor may the parties common [ sic ] on why the Estate of Brian Stultz is no longer a party.” Following the instruction, Matrix continued, “So the estate of Brian Stultz was originally sued in this case. As His Honor said, why he was, why he wasn’t is no longer an issue. The reason why I’m bringing it up is because after he was sued, Mr. Moss, first attorney for the estate of Pisters [ sic ], approached Robert Stultz, the father, and what we contend the evidence will show, addressed the fact that they both had a common interest in seeing that Matrix would be responsible for this accident.” Pister argued the trial court’s ruling allowed the jury to speculate why the Estate was
released from the case. The trial court, however, found the curative instruction, IPI Civil *14 (2006) No. 2.03 resolved the issue by instructing jurors not to speculate about the reason for the dismissal. “If an extrajudicial agreement has the potential to bias a witness’ testimony as to a
relevant issue, disclosure is necessary to maintain the fairness and integrity of our judicial
system.”
Batteast v. Wyeth Laboratories, Inc.
,
in which the witnesses entered into settlement agreements with one of the remaining parties.
See
Batteast
,
the Stultz family’s potential bias or motive to lie, and the court’s determination was not unreasonable under the circumstances. Though the parties presented no evidence of an explicit agreement between the Stultz family and Pister that the Stultzes would testify a certain way, the jury easily could have found the Stultzes had an interest in the jury finding Matrix liable so that they could pursue their own claim against Matrix or the insurance company. Therefore, we conclude the court did not abuse its discretion in allowing Matrix to question the credibility of beneficiaries of the Estate. C. Whether the Trial Court Erroneously
Tendered or Refused Jury Instructions
Pister asserts the trial court committed several reversible errors with respect to the
tendering of jury instructions. Illinois Supreme Court Rule 239(a) (eff. Jan 1, 1999) requires
that “[w]henever Illinois Pattern Jury Instructions (IPI), Civil, contains an instruction
applicable in a civil case, giving due consideration to the facts and the prevailing law, and
the court determines that the jury should be instructed on the subject, the IPI instruction shall
be used, unless the court determines that it does not accurately state the law.” Ill. S. Ct. R.
239(a) (eff. Jan. 1, 1999). If the trial court finds the IPI instructions fail to accurately state
the law, it may tender non-IPI instructions.
Schultz v. Northeast Illinois Regional Commuter
*15
R.R. Corp.
,
¶ 75 Here, Pister contends the trial court erred by (1) making sua sponte comments regarding
jury instructions, (2) refusing Pister’s IPI jury instructions, and (3) tendering an instruction raising Pister’s burden of proof. 1. Whether the Trial Court Erred in Commenting on the Relationship
Between the General Verdict Form and Special Interrogatory Pister asserts the trial court erred in commenting, sua sponte , about the relationship between a general verdict form and a special interrogatory. Matrix responds Pister has forfeited this argument on appeal by failing to object during trial or offering a remedial instruction. We address Matrix’s argument first. First, Matrix asserts Pister did not object to the court’s extrajudicial comment but merely
expressed concern. The purpose of an objection is not only to preserve an issue for appeal,
but to bring the potential error to the trial court’s attention so that it may be
contemporaneously addressed.
Guski v. Raja
,
remedial instruction. See
Mikolajczyk v. Ford Motor Co.
,
explained, “Now, there is something called a special interrogatory. We need this responded *16 to, too. It says, it asks a question. ‘Was Brian Stultz transporting materials or equipment at Matrix’s direction during his drive to Champaign, Illinois? Yes or No.’ ” The court then added, sua sponte , “And you should understand that whether you answer this yes or no determines which one of these two verdict forms you believe is appropriate.” It is this additional statement to which Pister called the court’s attention. After a brief hearing, the court issued a remedial instruction over Pister’s objection,
stating to the jury, “Contrary to anything I may have said earlier, you should first determine your verdict, selecting either Verdict Form A or B. After reaching your verdict, then answer the special interrogatory.” Although Pister objected to the court giving a remedial instruction, Pister agreed to the form of the remedial instruction as given. During the posttrial hearing, the trial court acknowledged committing an error by
commenting on the jury instruction, noting, “I should not have said that, and I believe it was error for me to have said that and it just flowed out of my mouth and that’s not good. That’s bad.” We agree, as the trial court conceded, the court committed error with its sua sponte remark, as it drew the jury’s attention to the relationship between the special interrogatory and the general verdict by inferring they should be consistent, thus allowing the jury to protect its verdict without regard to the evidence. However, we do not agree the error constituted reversible error. The purpose of a special
interrogatory is to “test the general verdict against the jury’s conclusions as to the ultimate
controlling facts.”
Clarke v. Medley Moving & Storage, Inc.
,
Matrix that Pister was not prejudiced by the court’s error, nor is there any indication the
court’s ruling misled the jury. In order for reversal on this issue to be appropriate, Pister must
demonstrate the instructions, as a whole, “clearly misled the jury and resulted in prejudice
to the appellant.”
Schultz
,
Instructions in Favor of a Nonpattern Instruction Pister next contends the trial court committed reversible error by rejecting Pister’s tendered IPI instructions. During the jury instruction conference, Pister tendered three IPI jury instructions with regard to agency law, two of which were refused by the court. Pister’s first refused instruction read:
“One of the questions for you to determine is whether or not Brian Stultz was acting within the scope of his authority. An agent is acting within the scope of his authority if he is engaged in an activity which has been assigned to him by his principal, or if he is doing anything that might reasonably be said to have been contemplated as part of that activity, which benefits the principal. It is not necessary that an act or failure to act must have been expressly authorized by Matrix Service Industrial Contractors, Inc., a foreign corporation.”
See IPI Civil (Supp. 2009) No. 50.06. The second refused instruction read:
“One of the questions for you to determine is whether or not Brian Stultz was acting within the scope of his employment. An employee is acting within the scope of his employment if each of the following is shown by the evidence: a. The employee’s conduct is of a kind he is employed to perform or reasonably could be said to have been contemplated as part of his employment; and b. The employee’s conduct occurs substantially within the authorized time and space limits of his employment; and
c. The employee’s conduct is motivated, at least in part, by a purpose to serve the employer.”
See IPI Civil (Supp. 2009) No. 50.06.01. In lieu of the IPI instructions, the trial court tendered a non-IPI instruction, which stated:
“Brian Stultz was only in the course and scope of his employment at the time of the accident, if he was performing a special errand for Matrix while driving from his home to Champaign, Illinois.
Brian Stultz was performing a special errand in this case only if you find that he was
transporting equipment at Matrix’s direction during his drive to Champaign, Illinois.”
In addressing Pister’s posttrial motion, the trial court stated it likely erred by denying
Pister’s IPI instructions with regard to agency law. We disagree. Where an IPI instruction
properly states the law applicable for the present situation, it is incumbent upon the court to
tender that instruction to the jury. Ill. S. Ct. R. 239 (eff. Jan. 1, 1999). However, if the jury
instruction fails to address the specific law or facts pertaining to the case, it is in the court’s
discretion to tender a non-IPI instruction.
Schultz
,
That Raised Pister’s Burden of Proof In tendering the non-IPI instruction discussed above, Pister argues that the trial court impermissibly raised Pister’s burden of proof. Specifically, Pister argues the court’s use of “at Matrix’s direction” should have instead stated “on Matrix’s behalf.” The court refused Pister’s proposed change to the instruction, stating, “I don’t believe a purported agent can impose liability on the principal voluntarily.” Under the Restatement (Second) of Agency (Restatement (Second) of Agency § 228
(1958)), an employee’s acts are within the scope of his or her employment if the conduct (1)
is of the kind he or she was employed to perform; (2) occurred substantially within the
authorized time and space limits; and (3) was actuated, at least in part, by a purpose to serve
the master. See
Bagent v. Blessing Care Corp.
,
¶ 95 To preclude future difficulties for trial courts and attorneys in crafting non-IPI
instructions with regard to this issue, we suggest the Supreme Court Committee on Jury Instructions in Civil Cases considers creating an IPI instruction setting forth an employer’s liability when an employee engages in negligent activity while on a special errand for the employer.
¶ 96 D. Cumulative Errors
¶ 97 Pister additionally contends this court should reverse due to the cumulative effect of the
trial court’s errors. See,
e.g.
,
Cretton v. Protestant Memorial Medical Center, Inc.
, 371 Ill.
App. 3d 841, 863,
plaintiff had persisted in the applicability of the “traveling employee” theory of liability, I would have adopted that argument and found respondeat superior liability. Our supreme court has expressed (as recently as 1998) that a principal may be held liable
for the tortious actions of an agent.
Woods v. Cole
,
