Lead Opinion
Opinion
Appellant Michael Guy Record was injured falling off an inner tube while being towed behind a motor boat driven by respondent
Factual and Procedural Background
On June 18, 1994, appellant accompanied respondent Brian Reason, Patrick Lynch, and Robbi Perron for a day of waterskiing and “tubing”— riding an inner tube towed by a motor boat — at Castaic Lake, using a tube owned by respondent and a motor boat jointly owned by respondent, Lynch, and Brian Heberling who was not present. During that afternoon, appellant began a tube ride while respondent was driving. Lynch and Perron were seated in the back of the boat acting as “spotters” to watch appellant and, if he fell off the tube, to notify respondent and raise a red flag to inform other boaters that someone was in the water. As respondent was turning the boat to the left, appellant spilled from the tube. He sustained a spinal injury requiring surgery and continues to suffer from head, neck, and back pain.
In April of 1995, appellant filed a complaint for personal injuries. He alleged that “[respondent] . . . while negligently operating the ski boat on Castaic Lake, swung the [appellant] who was being towed on an inner tube supplied by [respondent], causing great velocity and a whipping sensation, thereby resulting in the hereinafter stated injuries.” The complaint further alleged that “as a direct and proximate result of the negligence, carelessness, recklessness and unlawful conduct of the Defendants, and each of them,” appellant was injured and suffered medical expenses.
Respondent’s Motion for Summary Judgment
Respondent moved for summary judgment in January of 1997. In his moving papers, respondent sought to establish the following facts: “[Appellant] had preexisting injuries involving the same part of the body [appellant] claims were injured in this instant incident . . “[appellant] willingly participated in water tubing/skiing with [respondent] towing him [on the relevant day] on Castaic Lake”; “[respondent] assumed the risks inherent to water tubing/skiing including injury from falling off the innertube”; “[respondent] operated his ski boat at the time of the subject incident in a manner inherent to the sport of water tubing/skiing and within the safety guidelines of the sport of water tubing/skiing”; “[t]here was no action or factor attributed to [respondent] which falls outside the range of the ordinary activities involved in the sport of water tubing/skiing which caused and/or
To establish appellant’s assumption of risk, respondent submitted the following specific evidence: appellant’s deposition testimony in which he characterized falling out of an inner tube as “[a] common occurrence”; appellant’s deposition testimony that in his experience of tubing, “[s]ome people will turn the boat rapidly to get the inner tuber to go much quicker to increase the thrill of the ride. Ajad some people would just tow behind the boat casually just for simple pleasure”; and Lynch’s deposition testimony that appellant had said, “ ‘I’ll be fine on the tube,’ ” in response to respondent’s and Lynch’s concerns about appellant riding on the tube.
In support of the facts concerning respondent’s operation of the boat within the guidelines of the sport of tubing and the range of ordinary activity inherent in the sport, respondent offered the following specific evidence: excerpts from his own deposition testimony indicating that he had no alcohol on the day he was operating the boat, that he read the safety instructions for the tube, that the boat was traveling 15 to 25 miles per hour at the time of appellant’s injury, and that he made a gradual left turn; the tube’s written instructions specifying the maximum towing speed for adult tube riders to be 25 miles per hour; evidence that Lynch and Perron served as spotters in accordance with the tube’s instructions; and appellant’s statement in his deposition testimony that respondent was towing him in the middle of the lake away from the shore.
Appellant’s Opposition
Appellant filed an opposition to the motion for summary judgment,
Robbi Perron testified in a declaration that at the time of the incident, the boat’s speedometer read 30 miles per hour and respondent “was making a
Appellant had said in his deposition testimony that “when [respondent] made the three quarter turn to come around, the inner tube was ripped out from underneath me.” Also according to appellant’s deposition testimony, “[Lynch’s] exact words [after the incident] were, ‘You were going way too “F’n” fast.’ Or, ‘You were going “F’n” fast.’ He made comments that I looked like a rag doll bouncing across the water.”
Glen H. Egstrom, an expert in underwater kinesiology hired by appellant, stated in his declaration: “Pursuant to accepted standards of safety practiced within the recreational sport of tubing, it is up to the boat driver to use judgment and skill in maintaining safe boat speed and reasonable maneuvers, as well as safe towable speeds. The rider on the towable is virtually at the mercy of the boat driver since the driver can literally sling the tube out to the side of the boat by simply making a turn of the boat.”
Egstrom stated that he was “familiar with instructions for various towable devices” and that the particular instructions for the specific type tube involved in the accident provided, “ ‘Never exceed 25 mph when towing adults or 15 mph when tov/ing children.’ ” He believed that “[mjost towable inflatable tubes in the last ten years have carried the recommendations to keep speeds under 20 mph., use a 50-foot tow line and to avoid slingshot type maneuvers that produce high speeds.”
Egstrom also observed: “The rider of the towable device is exposed to significant amounts of centrifugal force during any boat turn which slings the towable outside the wake of the boat. This force increases as the speed of the towable increases. Sharp turns result in especially rapid accelerations and can result in the towable attaining speeds and positions relative to the boat that develop slack in the tow line. This situation can be dangerous since the boat may pull the slack out of the line and jerk the towable with enough force to spill the rider.” In this regard, Egstrom believed that “[a] well-experienced boat operator such as [respondent] would know that the towed device is reactive to the towing maneuvers of the boat at all times the boat is underway.”
The trial court granted summary judgment, on the ground that there was “no triable issue of fact as to primary assumption of risk . . . .” The court concluded tubing qualifies as a sport subject to primary assumption of risk because, “[a tube rider is] a lot like a water skier with differences.” The court reasoned, “[tube riders] want to whip around a bit and feel like [they’re] water skiing. And [if they] don’t have the talent to water ski, you know, and maybe this is a lot of fun. I guess, that’s why people do it. But then [the tube rider is] no longer a passenger on the boat, [but] ... on some little thing being whipped around on the wakes.” The court decided no triable issue of recklessness existed so as to eliminate respondent’s primary assumption of risk defense because, “even if [the court] chose to accept your facts that the guy is driving five miles an hour more[,] I think that it wouldn’t take it out of the [Knight v. Jewett (1992)
Appellant’s Motion to Amend the Complaint
Appellant moved for leave to amend his complaint to be heard at the same time as the summary judgment motion. Appellant’s counsel stated in a declaration in support of the motion to amend that during the course of pretrial discovery “it was discovered . . . that [appellant] had asked [respondent] to please drive the boat slowly so that [appellant] would not get hurt due to the fact that this was [appellant’s] first time on an inflatable ‘swept wing’ (tube). It was also discovered that at the time of the injury and prior thereto, [respondent] was very much aware of [appellant’s ] prior medical condition. [Respondent] acted with intentional, willful, and recklessness [szc] abandon when, while exceeding the recommended speed limit and breaking recommended rules regarding turning while pulling said ‘swept wing,’ maneuvered the boat in such a way as to swing the [appellant] side-to-side causing great velocity and a whipping sensation which threw [appellant] off . . . .” Appellant sought to add the allegation that “[respondent] acted with intentional, willful, and recklessness [sic] abandon when, while exceeding the recommended speed limit and breaking the recommended rules regarding turning while pulling said [tube], [he] maneuvered the boat in such a way as to swing the [appellant] side-to-side causing great velocity and a whipping sensation, thereby resulting in [appellant’s] permanent severe neck and back injuries.” The trial court denied appellant’s motion to amend his complaint “as being untimely and having no good cause.”
I
Summary judgment is proper only if “all the papers submitted show that there is no triable issue as to any material fact and that the moving party is entitled to a judgment as a matter of law.” (Code Civ. Proc., § 437c, subd. (c).) “On review of a summary judgment in favor of the defendant, we review the record de nova to determine whether . . . [there is] a material issue of fact that requires the process of trial. [Citation.]” (Ann M. v. Pacific Plaza Shopping Center (1993)
Appellant challenges the trial court’s grant of summary judgment, contending that tubing does not qualify as a sport subject to primary assumption of risk, and that a triable issue of fact exists as to whether assumption of risk applies. Since determining whether the primary assumption of risk doctrine applies resolves the question of whether a duty of care exists, it is “a legal question . . . to be decided by the court. . . .” (Knight v. Jewett (1992)
A.
We first discuss the distinction between primary and secondary assumption of risk and its impact on an injured party’s tort claims. The Supreme Court recognized in Knight v. Jewett, supra,
The court explained in Knight v. Jewett that “the distinction in assumption of risk cases to which the Li court referred in this passage . . . was between (1) those instances in which the assumption of risk doctrine embodies a legal conclusion that there is ‘no duty’ on the part of the defendant to protect the plaintiff from a particular risk — the category of assumption of risk that the legal commentators generally refer to as ‘primary assumption of risk’ — and (2) those instances in which the defendant does owe a duty of care to the plaintiff but the plaintiff knowingly encounters a risk of injury caused by the defendant’s breach of that duty — what most commentators have termed ‘secondary assumption of risk.’ ” (Knight v. Jewett, supra,
The issue on appeal is whether or not the primary assumption of risk doctrine relied on by the trial court in granting summary judgment applies to the activity involved in this case and thus totally bars appellant’s recovery from respondent despite any negligence on the part of respondent.
B
Of course, “[a]s a general rule, persons have a duty to use due care to avoid injury to others, and may be held liable if their careless conduct injures another person. (See Civ. Code, § 1714.)” (Knight v. Jewett, supra,
Neither side disputes that “[p]rimary assumption of risk occurs where a plaintiff voluntarily participates in a sporting event or activity involving certain inherent risks. For example, an errantly thrown ball in baseball or a carelessly extended elbow in basketball are considered inherent risks of those respective sports. [Citation.]” (Wattenbarger v. Cincinnati Reds, Inc. (1994)
The Supreme Court recognized that activities covered by primary assumption of risk would extend beyond its application in Knight v. Jewett to competitive contact sports such as football. In the companion case to Knight v. Jewett, Ford v. Gouin (1992)
The court in Mosca v. Lichtenwalter (1997)
In Ferrari v. Grand Canyon Dories (1995)
At the same time, primary assumption of risk was held not to apply to recreational dancing precisely because, “. . . whatever the reach of the rule, it would seem to apply only when engaging ‘in a potentially dangerous activity or sport.’ [Citation.] As we perceive it, recreational dancing is not
Compiling all of the distinguishing factors, it appears that an activity falls within the meaning of “sport” if the activity is done for enjoyment or thrill, requires physical exertion as well as elements of skill, and involves a challenge containing a potential risk of injury. From the evidence presented, tubing meets these criteria. Egstrom, in his declaration, described the equipment used, the force and speed experienced by the rider even when the boat is going at recommended speeds, the skill needed by the boat operator, and how the rider’s position affected his ability to stay on. In his deposition, appellant described the enjoyment a rider receives from tubing as ranging from, the “simple pleasure” of being casually towed behind the boat to the “thrill” of the boat turning rapidly to get the inner tuber to go much quicker. Inner tubing thus appears to be a variation of waterskiing designed to accommodate those eager to experience the force of whipping around the wakes but lacking the ability to water-ski. Combating centrifugal force with a white-knuckled grip on the tube handles entails at least as much physical exertion as sport fishing. Skill in developing a steadfast grip and feel for the tube as it travels is required, and an experienced tube rider will obviously have a greater ability to stay on the tube than a beginner. For these reasons, we hold that tubing is a sporting activity subject to primary assumption of risk.
C
Appellant contends that even if tubing is a sport covered by primary assumption of risk, the trial court erred in granting summary judgment because a triable issue of fact existed as to whether the doctrine applies. Appellant points to three factors which he maintains distinguishes this situation from those in which primary assumption of risk has barred recovery. First is the factor that alienates our dissenting colleague: appellant’s communicated desire that respondent go slowly and take it easy due to his preexisting injury.
The Supreme Court has already said that a party cannot change the inherent nature and risk of a sport by making a unilateral request that other participants play less vigorously. The plaintiff in Knight v. Jewett, which involved touch football, had asked the defendant “ ‘not to play so rough’ ” and “ ‘be careful.’ ” (
In Ford v. Gouin, supra,
As we have seen, tube riders engage in the activity of tubing in order to experience the thrill of whipping across the water at speeds which challenge their ability to stay on the tube. Both appellant and respondent testified via deposition that falling out of the inner tube is a “common occurrence” and that “[everybody falls off the innertube.” Neither appellant’s preexisting injuries nor his admonition to respondent to “[k]ick back” and “take it easy” can be used to .define the nature of the activity or the parties’ relationship to it. Nor can these factors be used to redefine the ordinary range of activity
Second, appellant contends that a triable issue of facts exists as to whether respondent’s alleged recklessness in operating the boat at the time of appellant’s injury increased the risks inherent in the sport. He points to the facts which suggest that respondent was going 30 miles per hour and making a sharp turn at the time of the injury. Appellant’s expert testified that these actions exceeded the recommendations of the manufacturers of tubing equipment.
“[Djefendants generally do have a duty to use due care not to increase the risks to a participant over and above those inherent in the sport.” (Knight v. Jewett, supra,
Conduct is considered “totally outside the range of ordinary activity involved in the sport (and thus any risks resulting from that conduct are not inherent to the sport) if the prohibition of that conduct would neither deter vigorous participation in the sport nor otherwise fundamentally alter the nature of the sport.” (Freeman v. Hale (1994)
Whether driving slightly above the recommended speed for the sport and making too sharp a turn constituted reckless conduct which increased the risks above those inherent in the sport was addressed by the Supreme Court in Ford v. Gouin, wherein the court stated: “Imposition of legal liability on a ski boat driver for ordinary negligence in making too sharp a turn, for example, or in pulling the skier too rapidly or too slowly, likely would have the same kind of undesirable chilling effect on the driver’s conduct that the courts in other cases feared would inhibit ordinary conduct
The same rationale applies here. Even assuming, as we must for summary judgment review purposes, that the boat was traveling five to ten miles per hour over the recommended speed limit for towing adults in the tube and that respondent made a sharp three-quarter turn, respondent’s activity was merely negligent, “an ‘inherent risk’ of [the] sport,” barring recovery for the appellant. (Knight v. Jewett, supra,
Finally, appellant contends that the control the boat driver has over the tube rider’s speed and direction removes tubing from primary assumption of risk because the boat driver is not a coparticipant with the tube rider but controls the tube rider’s activity. He likens the relationship to that of instructor and pupil. (See, e.g., Wattenbarger v. Cincinnati Reds, Inc., supra,
Appellant’s attempt to analogize respondent to an instructor or supervisor lacks merit. Appellant was not under the tutelage of the respondent, and respondent had no position of authority over him. They were friends who chose to take a trip together to a lake to engage in a mutually enjoyable sport. “Under the reasoning of Knight, participants are . . . those actively engaged in the game or other activity.” (Wattenbarger v. Cincinnati Reds, Inc., supra,
II
Appellant also challenges the trial court’s denial of leave to amend his complaint. Appellant sought to amend the complaint to allege a claim of intentional or reckless conduct.
“[T]he trial court has wide discretion in allowing the amendment of any pleading [citations], [and] as a matter of policy the ruling of the trial court in such matters will be upheld unless a manifest or gross abuse of discretion is shown. [Citations.]” (Bedolla v. Logan & Frazer (1975)
The only facts supporting the motion to amend were put forth in a conclusory declaration of counsel in which he stated: “[I]t was discovered through the process of discovery that [appellant] had asked [respondent] to please drive the boat slowly so that [appellant] would not get hurt due to the fact that this was [appellant’s] first time on an inflatable ‘swept wing’ (tube). It was also discovered that at the time of the injury and prior thereto, [respondent] was very much aware of [appellant’s] prior medical condition. [Respondent] acted with intentional, willful, and recklessness [szc] abandon when, while exceeding the recommended speed limit and breaking recommended rules regarding turning while pulling said ‘swept wing,’ maneuvered the boat in such á way as to swing the [appellant] side-to-side causing great velocity and a whipping sensation which threw [appellant] off . . . .”
As we have said, the court in Ford v. Gouin concluded that “making too sharp a turn,” or “pulling the skier too rapidly,” constitutes “ordinary negligence[.]” (
Moreover, “even if a good amendment is proposed in proper form, unwarranted delay in presenting it may — of itself — be a valid reason for denial.” (Roemer v. Retail Credit Co. (1975)
Finally, we do not see how appellant could have been prejudiced by the rejection of the proposed amendment. In order to determine whether primary assumption of risk applied, the trial court was obliged to focus on whether respondent’s conduct was reckless, and appellant put forth nearly identical evidence in opposition to summary judgment as he did in support of the motion to amend. For all these reasons, we conclude the trial court did not abuse its discretion in denying appellant leave to amend his complaint.
Disposition
The judgment is affirmed.
Hasting, J., concurred.
Notes
The opposition refers to a separate statement of undisputed facts “filed concurrently herewith” but no such document appears in the record.
Appellant estimated the speed of the tube during the turn approached 50 to 60 miles per hour.
We do not necessarily disagree with our colleague’s argument that, in addressing assumption of the risk, the law should take into consideration an express agreement between participating parties which may alter the nature of the risk. However, this is not the case to address that issue. We do not believe that the evidence proffered by appellant is sufficient, as a matter of law, to establish such an agreement.
Dissenting Opinion
I respectfully dissent. Contrary to the approach taken by the majority, I believe decisional law permits the parties to a sporting activity to agree to limit or reduce the possibility of injury by subjecting the activity to various restrictions and thereby impose a duty of care upon the participants. The record indicates a material dispute exists as to whether the parties made such an agreement in this case. Therefore, the majority errs in concluding that this lawsuit can be resolved by summary judgment.
Appellant’s opposition to respondent’s motion for summary judgment included excerpts of his own deposition testimony and that of respondent Reason, and the declarations of Robbi Perron, a third party witness who was a spotter on the ski boat on the day of the accident, and of Dr. Glen H. Egstrom, an expert witness in aquatic kinesiology. In summary, appellant established the following material issues of fact to support his contention that respondent Reason had a duty to limit the inherent risks incurred in tubing:
(1) Respondent Reason and Patrick Lynch were aware that appellant was physically vulnerable and had suffered a previous back injury. As he was
(2) After the boat began towing the inner tube it reached a speed of 30 miles per hour and appellant hand signaled to slow down just before the boat turned “pretty hard to the left and the inner tube picked up speed to about 50 to 60 miles an hour [pulling] the tube out from underneath [appellant], and [he] fell off the inner tube.”
(3) The declaration of Robbi Perron, one of the spotters on the ski boat the day of the accident, stated that “[appellant] Record specifically said to [respondent] Reason, ‘Don’t F — around, go slow and take it easy. I don’t want to get hurt.’ ” She also stated: “During Record’s ride on the tube, I noticed him struggling to hold on and attempting to signal us to slow down. At this time I turned to Reason and observed the speedometer to be pegging 30 mph at which time I tried to ad[vi]se him to slow down. At that particular time, the boat was making a sharp left turn,” and “[t]he tube ride was Record’s first and only ride on the tube and he did not fall off the tube prior to the accident.”
(4) In his declaration, Dr. Egstrom stated that he was familiar with the instruction for the specific type of tube involved in the accident here which provided: “ ‘Never exceed 25 mph when towing adults or 15 mph when towing children.’ ”
Respondent does not contradict appellant’s and Perron’s statements that Reason was told to go slow and take it easy. However, he disputes appellant’s showing as to the speed and operation of the ski boat. Respondent states that the ski boat was traveling between 15 and 25 miles per hour and that he made only a gradual to medium turn of the boat just before the accident, and, appellant did not make a hand signal to slow down.
Therefore, it is evident that there are disputed issues of material fact regarding the existence of an explicit understanding between appellant and respondent and, if so, whether respondent failed to abide by that understanding. That factual dispute must be decided before it can be concluded that appellant’s claim is barred by primary assumption of risk as a matter of law.
The majority reasons that appellant cannot establish that respondent owed any duty of care notwithstanding appellant’s showing in opposition to the summary judgment proceedings. Relying on Knight v. Jewett (1992)
In Knight v. Jewett, the plaintiff engaged in an informal game of touch football and was injured by another player whom she had admonished “ ‘not to play so rough or I was going to have to stop playing.’ ” (
Knight v. Jewett applies primary assumption of risk to vigorous, competitive sports and recreational activities engaged in by participants who wish to achieve maximum excitement and exhilaration without any regulation of their own conduct or the conduct of others. It is revealing that the court noted in Knight v. Jewett that “No rules were explicitly discussed before [the touch football] game.” (
Ford v. Gouin does not support the proposition that primary assumption of risk is automatically applied to individuals who participate in recreational activity involving an inherent risk, where they agree to limit or reduce the possibility of injury by agreeing to participate according to certain restrictions.
I submit that the majority has narrowly focused on the Supreme Court’s observation that sporting and recreational activities will be less amenable to summary disposition unless it is recognized that the nature of such pursuits necessarily involves inherent risks which generally eliminate any duty of care by the participants to each other save for willful and reckless conduct. In Knight v. Jewett, the court specifically makes that point: “If the application of the assumption of risk doctrine in a sports setting turned on the particular plaintiff’s subjective knowledge and awareness, summary judgment rarely would be available in such cases, for, as the present case reveals, it frequently will be easy to raise factual questions with regard to a particular plaintiff’s subjective expectations as to the existence and magnitude of the risks the plaintiff voluntarily chose to encounter. By contrast, the question of the existence and scope of a defendant’s duty of care is a legal question which depends on the nature of the sport or activity in question and on the parties’ general relationship to the activity, and is an issue to be decided by the court, rather than the jury.” (
“[T]he parties’ general relationship to the activity” may, as here, be in dispute preventing a determination of which category of assumption of risk applies. Until there is a factual determination of whether appellant and respondent agreed to engage in tubing only under conditions to “go slow and take it easy,” appellant’s claim cannot be barred as a matter of law. Neither the trial court nor this court may ignore the evidence which supports
In asserting, “As we have seen, tube riders engage in the activity of tubing in order to experience the thrill of whipping across the water at speeds which challenge their ability to stay on the tube” (maj. opn., ante, at p. 483), the majority assumes a fact which is disputed. Appellant asserted in his deposition that tubing can range from thrilling to the simple pleasure of being casually towed behind the board. (Id. at p. 482.) The record could support a reasonable inference that between themselves, appellant and respondent agreed to engage in only the latter type of casual, easy tubing.
