Carter v. Bell Helicopter Textron, Inc.

52 F. Supp. 2d 1108, 1999 WL 399921
CourtDistrict Court, D. Arizona
DecidedApril 21, 1999
DocketCiv 95-416TUC-RMB
StatusPublished

This text of 52 F. Supp. 2d 1108 (Carter v. Bell Helicopter Textron, Inc.) is published on Counsel Stack Legal Research, covering District Court, D. Arizona primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Carter v. Bell Helicopter Textron, Inc., 52 F. Supp. 2d 1108, 1999 WL 399921 (D. Ariz. 1999).

Opinion

ORDER

NIELSEN, Chief Judge.

I. Introduction

Before the Court is Defendant United States’ renewed motion to dismiss the spoliation claims against it. 1 It also raises for the first time the discretionary function exception to the Federal Torts Claims Act (“FTCA”), 28 U.S.C. § 1346(b). On December 15, 1998, Plaintiffs and Defendants Bell Helicopter and TransTeeh filed a Notice of Partial Settlement (hereinafter the “Settling Parties”). According to the Government, the Settling Parties now seek to hold the United States responsible under the tort of spoliation of evidence for the Government’s 1994 investigation of the accident. Plaintiffs and Defendant Tran-sTeeh filed objections to the Government’s renewed motion. Bell Helicopter filed a joinder with respect to both of these objections.

II. Background

This lawsuit arises out of the crash of a Bell 206B-III “Jet Ranger” helicopter near Tucson, Arizona. On July 1, 1994, Jeffrey Claude Carter was piloting the Jet Ranger in connection with a firefighting operation in the Pusch Ridge Wilderness area north of Tucson. The helicopter crashed while Carter attempted to deliver an external load containing supplies to a Forest Service fire crew by means of a “long line” suspended beneath the helicopter.

According to Carter, the wind caused the helicopter to rotate sharply. He attempted to drop his load by activating the electrical release switch, but the load failed to release. Carter contends that the hardware connected to the cargo hook failed to release because it jammed on the cargo hook itself, preventing the load from releasing, even though the hook opened properly. The sling load snagged on a rock outcropping causing the main rotor to sever the tailboom. Carter sustained serious burns and permanent injuries for which he seeks compensation.

Carter, and his parents Paul and Claire-laine Carter, bring this suit for strict liability and negligence against Bell Helicopter Textron, Inc., the manufacturer of the helicopter, TransTechnology Corporation (“TransTeeh”), the manufacturer of the cargo release mechanism and the United States for negligence and for third party spoliation of evidence.

On July 25, 1997, the Court granted, in part, the United States’s dispositive motion finding that the Government was a “special employer” and therefore the negligence claims based on the Government’s employer status were barred by California’s workers compensation exclusivity statute. The Government also argued that it was entitled to judgment as a matter of law because Arizona does not recognize the tort of spoliation. This Court found the spoliation question undecided. It took the Government’s motion as to the spoliation issue under advisement and certified the *1110 spoliation question to the Arizona Supreme Court while staying discovery.

On May 19, 1998, the Arizona Supreme Court found the matter one of “first impression in Arizona.” See Carter v. Bell Helicopter Textron, Inc., CV-97-0317-CQ (May 19, 1998). Upon further review, however, the supreme court “determined that it would be both premature and unwise to consider the recognition of a new tort such as this in the abstract on the undeveloped factual record presented.” Id. Upon receiving the supreme court’s decision, this Court lifted the stay and set a new briefing schedule.

In September, 1997, Bell Helicopter and TransTech designated the United States as a non-party at fault under Arizona’s Rule 26(b)(5), Arizona Rules of Civil Procedure. By Order of October 1, 1999, this Court held that the United States was a party and no such designation was required. It should be noted that neither Bell nor TransTech' asserted Cross-claims against the United States.

III. Stipulated Facts 2

In July 1994, the United States Forest Service Contracting Officer released the wreckage from the helicopter accident, except for the engine, to the owner of the helicopter, PJ Helicopters. On or about August 1, 1994, Jerry Wallace, the representative of the helicopter owner’s insurer, arrived at the Forest Service warehouse in Tucson to take possession of the wreckage on behalf of the owner. Mr. Wallace had previously arranged for Jarman’s Air Transport to take custody of the wreckage and to transport the wreckage to Air Transport’s storage facility on West Buckeye Road in Phoenix.

Bill Lewis, the acting District Ranger for the Forest Service, was present .at the warehouse during the removal of the wreckage by Jerry Wallace and Air Transport’s representatives.

At the time of the removal of the wreckage from the Forest Service warehouse, Jerry Wallace took custody of the cargo belly hook to comply with a prior request that he had received from a representative of PJ Helicopters for return of the belly hook.

Air Transport’s representative took custody of all remaining items of the wreckage (except for the engine) and transported those items to Air Transport’s storage facility on West Buckeye Road in Phoenix, where the items were placed in a fenced and secured storage yard. Included in the items of wreckage placed into storage by Air Transport were the long line, remote hook, and the remains of the cinch rope. The long line and cinch rope were placed in a locked storage shed for safekeeping.

Air Transport subsequently shipped the remote hook to PJ Helicopters, along with the double shackle connectors that had been used to connect the remote hook to the bottom end of the long line at the time of the accident, as depicted in the photographs taken by the Forest Service investigators at the Fenster schoolyard during the accident investigation. The remote hook and double shacMes were later photographed and videotaped at PJ Helicopters by plaintiffs’ investigator.

Jerry Wallace did not take physical possession of any wreckage other than the belly hook at the time of removal of the wreckage from the Forest Service warehouse.

Air Transport’s representative took physical’possession of all items of wreckage in the warehouse that were released by the Forest Service, with the exception of the belly hook.

Air Transport transported and placed into storage all items that were released by the Forest Service, with the exception of the belly hook that Jerry Wallace preserved and shipped to PJ Helicopters.

*1111 Air Transport retained custody and control of the wreckage and controlled access to the wreckage.

Plaintiffs investigator, Bobby Ross, was the first person to inspect the wreckage after it was placed into storage at Air Transport. Mr. Ross took photographs of the wreckage, including the long line. The photos show that no shackle, clevis, or other hardware was connected to the long line at the time of his inspection.

No shackle or clevis, other than the ones used with the remote hook, has ever been found in the wreckage at Air Transport.

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52 F. Supp. 2d 1108, 1999 WL 399921, Counsel Stack Legal Research, https://law.counselstack.com/opinion/carter-v-bell-helicopter-textron-inc-azd-1999.