Bourelle, Darla J. v. Crown Equip Corp

CourtCourt of Appeals for the Seventh Circuit
DecidedJuly 17, 2000
Docket99-3981
StatusPublished

This text of Bourelle, Darla J. v. Crown Equip Corp (Bourelle, Darla J. v. Crown Equip Corp) is published on Counsel Stack Legal Research, covering Court of Appeals for the Seventh Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Bourelle, Darla J. v. Crown Equip Corp, (7th Cir. 2000).

Opinion

In the United States Court of Appeals For the Seventh Circuit

No. 99-3981

DARLA J. BOURELLE and RHONDA WENDLING,

Plaintiffs-Appellants,

v.

CROWN EQUIPMENT CORPORATION,

Defendant-Appellee.

Appeal from the United States District Court for the Central District of Illinois. Nos. 95 C 2065 and 95 C 2256--Harold A. Baker, Judge.

Argued May 30, 2000--Decided July 17, 2000

Before POSNER, Chief Judge, COFFEY and KANNE, Circuit Judges.

COFFEY, Circuit Judge. After Rhonda Wendling and Darla Bourelle were injured in the course of their employment at Sears Logistical Systems (SLS) in Manteno, Illinois, they both filed product liability and tort actions in the Illinois state court system. In their complaints, the two women alleged that the Crown Turret Stockpicker (TSP)/1 that they were operating, and which was manufactured and placed in the stream of commerce by Crown Equipment Corporation, was improperly designed. They also alleged that Crown was negligent in its maintenance of the TSP, as well as the operational warnings it provided for the forklift. Based on the diversity of the parties, Crown removed the two cases to the United States Federal Court for the Central District of Illinois. After the trial judge ruled that the plaintiffs’ expert witness, Daniel Pacheco, was "unreliable" within the meaning of Fed. R. Evid. 702,/2 he granted summary judgment to Crown on the plaintiffs’ product liability claim./3 We affirm./4 I. BACKGROUND A. The Accidents

Because this case turns on the reliability of the plaintiffs’ expert witness and not on the nature nor the cause of their injuries, we need not undertake a long discussion dealing with the facts of the plaintiffs’ respective accidents. Suffice it to say, Wendling was transporting empty pallets which were stacked on the forks of the TSP directly in front of the operator’s compartment. As the TSP was traveling along the wire system down a narrow warehouse aisle, a pallet became dislodged, hit the side of the aisle, entered the operator’s compartment, and violently struck Wendling in her abdomen. Bourelle was injured while operating the same TSP that was involved in Wendling’s accident; she was also transporting empty pallets down a narrow warehouse aisle when a pallet entered the operator’s compartment and struck her left knee, necessitating surgery.

B. The Expert

The plaintiffs’ proposed expert, Daniel Pacheco, is a mechanical engineer with experience investigating lift truck accidents. He received his B.S. degree in mechanical engineering from the University of Massachusetts in 1964, and his M.S. degree in management from the Graduate School of Management in Lake Forest, Illinois, in 1974. Additionally, Pacheco has been a registered Professional Engineer in Illinois since 1970, and was employed for seventeen years as an engineer for Fiat-Allis Construction Machinery Inc. of Deerfield, Illinois, and Pettibone Corporation of Chicago, Illinois, working on the product design and the development of heavy vehicles and forklift trucks. In 1982, Pacheco became a senior engineering consultant for Polytechnic, Inc. of Lincolnwood, Illinois. In 1989, Pacheco became president of Polytechnic, Inc., and now specializes in the safety analysis of construction and industrial equipment./5

Wishing to use Pacheco’s expertise in their suit, Wendling and Bourelle retained Pacheco, in November 1998, as an expert witness to perform an engineering investigation, and prepare a report, concerning their two accidents./6 The trial judge described Pacheco’s investigation as consisting of:

reading the depositions of the plaintiffs and ten other people who had knowledge relevant to the occurrences that are the subject of the suit. Mr. Pacheco also reviewed Crown Equipment Corporation manufacturing and service documents for the TSP, Crown sales brochures, a training manual and engineering drawings for the TSP.

On the basis of this investigation, Pacheco opined that the TSP was defective both because it was designed with inadequate guarding and because it lacked an adequate warning regarding the risk of pallets becoming dislodged and entering the operator’s compartment./7

Specifically, Pacheco stated that the wire mesh guarding, covering the area between the lower bar and the bottom of the operator’s compartment, could be (and should have been) extended up to the mid-bar, and that such guarding would have prevented Bourelle’s injury. Pacheco also opined that the "same type of structure as utilized in the overhead guard could be placed in front of the operator’s compartment on top of the midrail," and that such guarding would have prevented Wendling’s injury. In short, Pacheco would, as Wendling and Bourelle explain in their brief, "extend the already existing guarding."

The district court found that although Pacheco was qualified to testify as an expert witness, his testimony was unreliable under Fed. R. Evid. 702 because

[h]is opinion as to guarding has not been tested nor has any attempt been made to prove its feasibility. He did not prepare engineering drawings of his proposed design and undertook no study of strength of materials necessary to create the guards he proposes. His knowledge and experience with TSP’s is limited to his examination of photographs and manufacturer’s literature. He has never seen one in operation in the narrow warehouse aisles for which the TSP was designed. The court can only conclude that Mr. Pacheco’s opinions about an unreasonably dangerous condition in the TSP fall into the category of subjective belief or unsupported speculation.

The same can be said concerning his opinion about the absence of a warning about colliding with obstructions in the aisle and injury from intrusion. . . . He has not designed a warning for the TSP operator that would seek to ameliorate the unsafe condition he believes exists. It’s just his opinion that common sense would say that a warning would be appropriate.

The district court, after concluding that Pacheco’s opinions were not supported by sufficient scientific evidence (that is, Pacheco’s lack of familiarity with both the product in question and the setting in which it was used), granted summary judgment in favor of Crown on the product liability count.

II. ISSUES

On appeal, Wendling and Bourelle contend that the trial judge abused his discretion in excluding Pacheco’s expert testimony regarding the allegedly defective design and labeling of Crown’s TSP.

III. ANALYSIS A. Standard of Review

As the Supreme Court has stated repeatedly, we review the district judge’s decision whether to admit or exclude expert testimony for an abuse of discretion. See Kumho Tire Co. v. Carmichael, 526 U.S. 137, 119 S. Ct. 1167, 1176, 143 L. Ed.2d 238 (1999); see also General Electric Co. v. Joiner, 522 U.S. 136, 118 S. Ct. 512, 515, 139 L. Ed.2d 508 (1997). We are obligated to take cognisance of the fact that deference to the trial court’s decision is the "hallmark" of abuse of discretion review.

Clark v. Takata Corp., 192 F.3d 750, 756 (7th Cir. 1999); see also Smith v. Ford Motor Co., No. 99-2656, 2000 WL 709895, at *2 (7th Cir. June 2, 2000). Furthermore, "[o]ur cases have recognized the importance of testing in alternative design cases," Cummins v.

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Bourelle, Darla J. v. Crown Equip Corp, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bourelle-darla-j-v-crown-equip-corp-ca7-2000.