Augustine v. Bell Helicopter Textron, Inc.

922 S.W.2d 287, 1996 WL 219682
CourtCourt of Appeals of Texas
DecidedJune 6, 1996
Docket2-95-165-CV
StatusPublished
Cited by5 cases

This text of 922 S.W.2d 287 (Augustine v. Bell Helicopter Textron, Inc.) is published on Counsel Stack Legal Research, covering Court of Appeals of Texas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Augustine v. Bell Helicopter Textron, Inc., 922 S.W.2d 287, 1996 WL 219682 (Tex. Ct. App. 1996).

Opinion

*289 OPINION

RICHARDS, Justice.

This summary judgment case arises from a helicopter crash that killed two servicemen. Their widows sued the manufacturer, alleging the driveshaft failed because it was defectively designed. Because issues of fact exist on the manufacturer’s government contractor defense, we reverse the trial court’s summary judgment holding the manufacturer immune from liability for defective design.

The Crash and Resulting Lawsuit

In 1991, U.S. Air Force Captain John Augustine and Staff Sergeant Robert Lovell died when the UH-1N helicopter they were flying crashed near Edwards Air Force Base in California during a training exercise. Augustine was the pilot in command and Lovell was the flight engineer. Their widows, the appellants in this case, each filed suit in Tarrant County, Texas, district courts against Bell Helicopter Textron, Inc, which built the helicopter for the United States military. Their cases were consolidated.

Janet Augustine and Claudia Lovell, seeking damages for wrongful death and survival, alleged three theories of liability under Texas tort law—negligence, strict products liability, and breach of warranty—in connection with Bell’s design, manufacture, assembly, inspection, testing, sale, servicing, repair, and maintenance of the helicopter, the engine, and the lubricant used on the helicopter’s driveshaft.

Bell, asserting an affirmative defense, moved for summary judgment. Known as the “government contractor defense,” a 1988 U.S. Supreme Court case established that government contractors are immune from liability under state law for design defects in military equipment in some situations. Boyle v. United Technologies Corp., 487 U.S. 500, 512, 108 S.Ct. 2510, 2518, 101 L.Ed.2d 442, 458 (1988). The trial court granted Bell summary judgment on its affirmative defense.

Standard of Review

We review the summary judgment granted in this case under the now-familiar standard: (1) The movant for summary judgment has the burden of showing that there is no issue of material fact and that it is entitled to judgment as a matter of law; (2) in deciding whether there is a disputed material fact issue precluding summary judgment, evidence favorable to the non-movant will be taken as true; (3) every reasonable inference must be indulged in favor of the non-movant and any doubts resolved in its favor. Nixon v. Mr. Property Management Co. Inc., 690 S.W.2d 546, 548-49 (Tex.1985). When a defendant moves for summary judgment on the basis of an affirmative defense, the movant must conclusively prove all essential elements of that defense. Swilky v. Hughes, 488 S.W.2d 64, 67 (Tex.1972). The question on appeal is, then, did Bell establish as a matter of law its non-liability for the alleged design defects by reason of the government contractor defense.

The Government Contractor Defense

In 1983, an American military helicopter crashed off the Virginia coast during a training exercise. Although the marine co-pilot survived the crash impact, he could not escape from the helicopter and drowned. Boyk, 487 U.S. at 502, 108 S.Ct. at 2513,101 L.Ed.2d at 451. His family sued, alleging the company that built the helicopter was liable under state tort law for defectively designing the co-pilot’s emergency escape system: the escape hatch opened out instead of in (and was therefore ineffective in a submerged craft because of water pressure), and other equipment blocked access to the escape hatch handle. Id. at 503, 108 S.Ct. at 2513, 101 L.Ed.2d at 452.

Noting that a few fields of activity “are so committed by the Constitution and laws of the United States to federal control that state law is pre-empted and replaced, where necessary,” by federal common law, id. at 504, 108 S.Ct. at 2514, 101 L.Ed.2d at 452-53, the Court found that:

[Sjtate law which holds Government contractors liable for design defects in military equipment does in some circumstances present a “significant conflict” with federal policy and must be displaced.

*290 Id. at 512, 108 S.Ct. at 2518, 101 L.Ed.2d at 458. Specifically, liability for design defects in military equipment cannot be imposed, pursuant to state law, when:

1. The United States approved reasonably precise specifications;
2. The equipment conformed to those specifications; and
3. The supplier warned the United States about the dangers in the use of the equipment that were known to the supplier but not to the United States.

Id. Imposition of liability on government contractors in such cases directly affects the interests of the United States in procuring equipment: either the contractor will decline to manufacture the design specified by the government or it will raise its price. Id. at 506, 108 S.Ct. at 2516, 101 L.Ed.2d at 454.

Points of Error One and Two

Augustine and Lovell argue that we must address whether the defense is applicable before we address whether Bell is entitled to summary judgment on the elements of the defense:

In order for the defense to apply, Bell must first satisfy [this court] that the military exercised discretionary judgment in selecting the design of the main input driveshaft system. Second, it must show that there was a conflict between the government requirements and state law. Only upon satisfaction of these two requirements may the three-pronged test be applied to determine if the government retained control over the precise design feature at issue.
This [c]ourt need go no further than the first question because the government exercised no discretion regarding the specific design feature at issue—the main input driveshaft of the military UH-1N helicopter. The defense is also inapplicable because there is no conflict between state law and federal law. Finally, Bell designed the driveshaft system and the government, therefore, did not exercise “final control” as envisioned in Boyle, which means the defense is entirely inapplicable.

We agree that whether (1) the government exercised discretion in accepting a safety risk and (2) a significant conflict existed between the requirements of Bell’s helicopter contract with the Air Force and safety requirements imposed by Texas law are both relevant to Bell’s government contractor defense. See id. at 511, 108 S.Ct. at 2518, 101 L.Ed.2d at 457 (selection of the appropriate design for military equipment “is assuredly a discretionary function” requiring judgment about the “trade-off between greater safety and greater combat effectiveness”). But we do not agree that Bell must satisfy the court on these issues before it can assert the government contractor defense.

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922 S.W.2d 287, 1996 WL 219682, Counsel Stack Legal Research, https://law.counselstack.com/opinion/augustine-v-bell-helicopter-textron-inc-texapp-1996.