STATE OF LOUISIANA COURT OF APPEAL, THIRD CIRCUIT
13-204
CHARLES D. ISGITT
VERSUS
STATE FARM INS. CO., ET AL.
**********
APPEAL FROM THE THIRTIETH JUDICIAL DISTRICT COURT PARISH OF VERNON, NO. 85,295, DIV. C HONORABLE JAMES RICHARD MITCHELL, DISTRICT JUDGE
ULYSSES GENE THIBODEAUX CHIEF JUDGE
Court composed of Ulysses Gene Thibodeaux, Chief Judge, Elizabeth A. Pickett, and Shannon J. Gremillion, Judges.
AFFIRMED.
Steven D. Crews Corkern, Crews & Guillet, L.L.C. P. O. Box 1036 Natchitoches, LA 71458-1036 Telephone: (318) 352-2302 COUNSEL FOR: Defendants/Appellees - State Farm Ins. Co. and Leroy D. Cooley
S. Christie Smith, IV SmithBush, LLP P. O. Drawer 1528 Leesville, LA 71496-1528 Telephone: (337) 239-2244 COUNSEL FOR: Plaintiff/Appellant - Charles D. Isgitt THIBODEAUX, Chief Judge.
Charles Isgitt, an employee of Lewing Construction, suffered a severe
leg injury when he fell from a platform at a construction site on Leroy Cooley’s
property. Mr. Isgitt alleges that the trial court erred in granting summary judgment
to the defendants, Leroy Cooley and his insurer, State Farm Mutual and Casualty
Company.
Specifically, Mr. Isgitt asserts that the trial court erred by ruling that:
(1) Mr. Cooley could not be held liable for the contractor’s, Keith Lewing’s,
negligence, because Mr. Lewing was an independent contractor; and (2) Mr.
Cooley did not act negligently.
I.
ISSUE
We must decide whether the trial court erred in granting summary
judgment in favor of Mr. Cooley.
II.
FACTS AND PROCEDURAL HISTORY
Mr. Cooley and his wife entered into a construction contract with
Keith Lewing, d/b/a Lewing Construction, to build a new home. Mr. Cooley
testified that he knew Mr. Lewing to be an experienced, reputable builder.
Mr. Cooley gave Mr. Lewing permission to use a John Deere tractor
which he owned. Mr. Cooley testified that, given Mr. Lewing’s vast experience
operating tractors, backhoes, bulldozers, and other types of construction
equipment, he did not feel it was necessary to provide Mr. Lewing with instructions regarding the use of the tractor. In the weeks leading up to the
accident, Mr. Lewing and his crew used the tractor on numerous occasions.
On the date of the accident, Mr. Lewing was working on the soffits of
the home. Feeling that he did not have sufficient scaffolding to reach the necessary
height, Mr. Lewing and two other employees, including Mr. Isgitt, decided to place
a ladder on the tractor platform as a make-shift scaffold to reach the highest point
of the house. Once the scaffolding was constructed, Mr. Isgitt climbed onto the
platform. Mr. Lewing, who was operating the tractor, lifted the front-end loader to
a height sufficient for Mr. Isgitt to reach the soffits. While Mr. Isgitt was on the
ladder, Mr. Lewing attempted to leave the tractor’s cab to assist in gathering
additional supplies for Mr. Isgitt. As he exited the tractor, Mr. Lewing’s tool belt
hit the tractor’s lever, and the loader tilted. Mr. Isgitt fell to the ground and
suffered severe injuries to his leg, which ultimately resulted in its partial
amputation.
Following the accident, Mr. Isgitt filed a workers’ compensation
claim against Mr. Lewing. Subsequently, Mr. Isgitt filed the present action,
alleging that the comparative negligence of Mr. Lewing and Mr. Cooley led to Mr.
Isgitt’s injuries. Mr. Cooley and State Farm filed exceptions of no right/no cause
of action and motions for summary judgment asserting that Mr. Cooley owed no
duty to Mr. Isgitt to prevent Mr. Isgitt’s employer, Mr. Lewing, from using the
tractor in the manner that ultimately resulted in Mr. Isgitt’s injuries. The trial court
entered judgment in favor of the defendants, and Mr. Isgitt now appeals.
2 III.
LAW AND DISCUSSION
Standard of Review
We review a grant of summary judgment de novo “using the same
criteria that govern the trial court’s consideration of whether summary judgment is
appropriate, i.e., whether a genuine issue of material fact exists and whether the
mover is entitled to judgment as a matter of law.” Supreme Servs. and Specialty
Co., Inc. v. Sonny Greer, Inc., 06-1827, p. 4 (La. 5/22/07), 958 So.2d 634, 638. If
the mover will not bear the burden of proof at trial on the matter, then he must only
present evidence showing a lack of factual support for one or more elements
essential to the non-mover’s case. La.Code Civ.P. art. 966(C)(2); Simien v. Med.
Protective Co., 08-1185 (La.App. 3 Cir. 6/3/09), 11 So.3d 1206, writ denied, 09-
1488 (La. 10/2/09), 18 So.3d 117. Once the mover has made a prima facie case
that the motion should be granted, the non-mover must then present evidence
sufficient to show a genuine issue of material fact. Id. If the non-mover fails to
present some evidence that he might be able to meet his burden of proof at trial, the
motion should be granted. Id.
Liability of Mr. Cooley as a Property Owner
Under Louisiana law, a principal is generally not liable for the
offenses committed by an independent contractor while performing its contractual
duties. Loftus v. Kuyper, 46,961 (La.App. 2 Cir. 3/14/12), 87 So.3d 963. Liability
of the principal to an employee of the independent contractor for injuries sustained
by the employee while performing the contract is limited by the application of this
principle. This rule is subject to two exceptions. First, the principal may not avoid
3 liability for injuries resulting from an ultra-hazardous activity by hiring out the
work to an independent contractor. The second exception arises when the principal
reserves the right to supervise or control the work of the independent contractor or
gives express or implied authorization to an unsafe practice. Ewell v. Petro
Processors of La., Inc., 364 So.2d 604 (La.App. 1 Cir. 1978), writ denied, 366
So.2d 575 (La.1979).
An activity is considered ultra-hazardous if three conditions are
present: the activity is related to land or some other immovable; the activity causes
the injury and the defendant is directly engaged in the injury causing activity; and
the activity can cause the injury even when conducted with great prudence and
care. Davis v. Ins. Co. of North America, 94-698 (La.App. 1 Cir. 3/3/95), 652
So.2d 531, writ denied, 95-840 (La. 5/5/95), 654 So.2d 334. The parties do not
contend that no safe method existed through which the job could have been
performed. Thus, the ultra-hazardous exception to non-liability of the principal
does not apply in this case.
The first part of the second exception arises when the principal
reserves the right to supervise or control the work of the independent contractor.
Here, Mr. Cooley contracted with Mr. Lewing to build his new home. Mr. Cooley
had no contractual relationship with Mr. Isgitt, and he did not supervise or exercise
any control over Mr. Isgitt or his employer. Indeed, Mr. Cooley was not present at
the job site on the day of the accident. We conclude that Mr. Cooley does not fall
into this part of the second exception.
The second part of the second exception arises when the principal
gives express or implied authorization to an unsafe practice. Mr. Isgitt alleges that
Mr. Cooley was aware of, and consented to, the loader being used as a work
4 platform as it was on the day of the accident. The evidence does not support his
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STATE OF LOUISIANA COURT OF APPEAL, THIRD CIRCUIT
13-204
CHARLES D. ISGITT
VERSUS
STATE FARM INS. CO., ET AL.
**********
APPEAL FROM THE THIRTIETH JUDICIAL DISTRICT COURT PARISH OF VERNON, NO. 85,295, DIV. C HONORABLE JAMES RICHARD MITCHELL, DISTRICT JUDGE
ULYSSES GENE THIBODEAUX CHIEF JUDGE
Court composed of Ulysses Gene Thibodeaux, Chief Judge, Elizabeth A. Pickett, and Shannon J. Gremillion, Judges.
AFFIRMED.
Steven D. Crews Corkern, Crews & Guillet, L.L.C. P. O. Box 1036 Natchitoches, LA 71458-1036 Telephone: (318) 352-2302 COUNSEL FOR: Defendants/Appellees - State Farm Ins. Co. and Leroy D. Cooley
S. Christie Smith, IV SmithBush, LLP P. O. Drawer 1528 Leesville, LA 71496-1528 Telephone: (337) 239-2244 COUNSEL FOR: Plaintiff/Appellant - Charles D. Isgitt THIBODEAUX, Chief Judge.
Charles Isgitt, an employee of Lewing Construction, suffered a severe
leg injury when he fell from a platform at a construction site on Leroy Cooley’s
property. Mr. Isgitt alleges that the trial court erred in granting summary judgment
to the defendants, Leroy Cooley and his insurer, State Farm Mutual and Casualty
Company.
Specifically, Mr. Isgitt asserts that the trial court erred by ruling that:
(1) Mr. Cooley could not be held liable for the contractor’s, Keith Lewing’s,
negligence, because Mr. Lewing was an independent contractor; and (2) Mr.
Cooley did not act negligently.
I.
ISSUE
We must decide whether the trial court erred in granting summary
judgment in favor of Mr. Cooley.
II.
FACTS AND PROCEDURAL HISTORY
Mr. Cooley and his wife entered into a construction contract with
Keith Lewing, d/b/a Lewing Construction, to build a new home. Mr. Cooley
testified that he knew Mr. Lewing to be an experienced, reputable builder.
Mr. Cooley gave Mr. Lewing permission to use a John Deere tractor
which he owned. Mr. Cooley testified that, given Mr. Lewing’s vast experience
operating tractors, backhoes, bulldozers, and other types of construction
equipment, he did not feel it was necessary to provide Mr. Lewing with instructions regarding the use of the tractor. In the weeks leading up to the
accident, Mr. Lewing and his crew used the tractor on numerous occasions.
On the date of the accident, Mr. Lewing was working on the soffits of
the home. Feeling that he did not have sufficient scaffolding to reach the necessary
height, Mr. Lewing and two other employees, including Mr. Isgitt, decided to place
a ladder on the tractor platform as a make-shift scaffold to reach the highest point
of the house. Once the scaffolding was constructed, Mr. Isgitt climbed onto the
platform. Mr. Lewing, who was operating the tractor, lifted the front-end loader to
a height sufficient for Mr. Isgitt to reach the soffits. While Mr. Isgitt was on the
ladder, Mr. Lewing attempted to leave the tractor’s cab to assist in gathering
additional supplies for Mr. Isgitt. As he exited the tractor, Mr. Lewing’s tool belt
hit the tractor’s lever, and the loader tilted. Mr. Isgitt fell to the ground and
suffered severe injuries to his leg, which ultimately resulted in its partial
amputation.
Following the accident, Mr. Isgitt filed a workers’ compensation
claim against Mr. Lewing. Subsequently, Mr. Isgitt filed the present action,
alleging that the comparative negligence of Mr. Lewing and Mr. Cooley led to Mr.
Isgitt’s injuries. Mr. Cooley and State Farm filed exceptions of no right/no cause
of action and motions for summary judgment asserting that Mr. Cooley owed no
duty to Mr. Isgitt to prevent Mr. Isgitt’s employer, Mr. Lewing, from using the
tractor in the manner that ultimately resulted in Mr. Isgitt’s injuries. The trial court
entered judgment in favor of the defendants, and Mr. Isgitt now appeals.
2 III.
LAW AND DISCUSSION
Standard of Review
We review a grant of summary judgment de novo “using the same
criteria that govern the trial court’s consideration of whether summary judgment is
appropriate, i.e., whether a genuine issue of material fact exists and whether the
mover is entitled to judgment as a matter of law.” Supreme Servs. and Specialty
Co., Inc. v. Sonny Greer, Inc., 06-1827, p. 4 (La. 5/22/07), 958 So.2d 634, 638. If
the mover will not bear the burden of proof at trial on the matter, then he must only
present evidence showing a lack of factual support for one or more elements
essential to the non-mover’s case. La.Code Civ.P. art. 966(C)(2); Simien v. Med.
Protective Co., 08-1185 (La.App. 3 Cir. 6/3/09), 11 So.3d 1206, writ denied, 09-
1488 (La. 10/2/09), 18 So.3d 117. Once the mover has made a prima facie case
that the motion should be granted, the non-mover must then present evidence
sufficient to show a genuine issue of material fact. Id. If the non-mover fails to
present some evidence that he might be able to meet his burden of proof at trial, the
motion should be granted. Id.
Liability of Mr. Cooley as a Property Owner
Under Louisiana law, a principal is generally not liable for the
offenses committed by an independent contractor while performing its contractual
duties. Loftus v. Kuyper, 46,961 (La.App. 2 Cir. 3/14/12), 87 So.3d 963. Liability
of the principal to an employee of the independent contractor for injuries sustained
by the employee while performing the contract is limited by the application of this
principle. This rule is subject to two exceptions. First, the principal may not avoid
3 liability for injuries resulting from an ultra-hazardous activity by hiring out the
work to an independent contractor. The second exception arises when the principal
reserves the right to supervise or control the work of the independent contractor or
gives express or implied authorization to an unsafe practice. Ewell v. Petro
Processors of La., Inc., 364 So.2d 604 (La.App. 1 Cir. 1978), writ denied, 366
So.2d 575 (La.1979).
An activity is considered ultra-hazardous if three conditions are
present: the activity is related to land or some other immovable; the activity causes
the injury and the defendant is directly engaged in the injury causing activity; and
the activity can cause the injury even when conducted with great prudence and
care. Davis v. Ins. Co. of North America, 94-698 (La.App. 1 Cir. 3/3/95), 652
So.2d 531, writ denied, 95-840 (La. 5/5/95), 654 So.2d 334. The parties do not
contend that no safe method existed through which the job could have been
performed. Thus, the ultra-hazardous exception to non-liability of the principal
does not apply in this case.
The first part of the second exception arises when the principal
reserves the right to supervise or control the work of the independent contractor.
Here, Mr. Cooley contracted with Mr. Lewing to build his new home. Mr. Cooley
had no contractual relationship with Mr. Isgitt, and he did not supervise or exercise
any control over Mr. Isgitt or his employer. Indeed, Mr. Cooley was not present at
the job site on the day of the accident. We conclude that Mr. Cooley does not fall
into this part of the second exception.
The second part of the second exception arises when the principal
gives express or implied authorization to an unsafe practice. Mr. Isgitt alleges that
Mr. Cooley was aware of, and consented to, the loader being used as a work
4 platform as it was on the day of the accident. The evidence does not support his
claim. Indeed, Mr. Isgitt testified that the date of the accident was the first day that
the tractor had been used in such a manner, and Mr. Cooley was not present at the
site on the day of the accident. Moreover, Mr. Isgitt testified that, to his
knowledge, Mr. Cooley did not assent to using the tractor as a platform for a
ladder. Thus, the evidence supports Mr. Cooley’s claim that the day of the
accident was the first time that the tractor had been used in such an unsafe manner.
We find that Mr. Cooley is not liable for the actions of his independent contractor.
Independent Negligence
As an alternative theory of recovery, Mr. Isgitt alleges that Mr.
Cooley acted negligently by: (1) failing to provide the tractor’s owner’s manual to
Mr. Lewing and (2) consenting to the tractor’s unsafe use. We find no merit in Mr.
Isgitt’s allegations.
(1) The Owner’s Manual
Mr. Isgitt alleges that Mr. Cooley was negligent in not providing the
owner’s manual to Mr. Lewing. Mr. Isgitt’s argument is akin to the failure to warn
arguments that often arise in product liability law. We find, however, that it has no
place here. The evidence overwhelmingly suggests that even if Mr. Cooley had
personally handed the owner’s manual to Mr. Lewing, Mr. Lewing would have
disregarded it. Mr. Lewing identified himself as a sophisticated user of tractors,
and he owned a similar tractor to the one at issue in this case. Indeed, Mr. Lewing
testified that, “There’s nothing [Mr. Cooley] could have told me that I didn’t
already know [about the tractor].” Moreover, Mr. Lewing testified that he knew
the safety features of a John Deere tractor, and he knew that the owner’s manual
5 likely stated that an operator should not lift persons in the loader. Despite this
knowledge, and without Mr. Cooley’s direction, Mr. Lewing used the tractor’s
loader as a work platform.
In product liability cases where the sufficiency of warning is an issue,
the supreme court has held that no duty exists to warn of an inherent danger that
should be well-known to a sophisticated user of the product. Hines v. Remington
Arms. Co., Inc., 94-455 (La. 12/8/94), 648 So.2d 331. In owners’ manual cases,
where the manufacturer fails to give an adequate warning, a presumption arises
that the user would have read and heeded such warnings. Gauthier v. McDonough
Power Equip., Inc., 608 So.2d 1086 (La. App. 3 Cir. 1992). That presumption is
rebutted, however, if the manufacturer produces evidence to show that the warning
or instruction would have been futile. Id. “An essential element of a cause of
action based on failure to adequately warn of a product’s danger is that there must
be a reasonable relationship between the omission of the manufacturer and the
injury.” Id. at 1089. In Gauthier, the owner of a riding lawn mower that injured
the child operating it, testified that he would not have observed any warning placed
on the mower itself or altered his course of action. A panel of this court agreed
with the jury’s finding that the manufacturer did not breach its duty to warn of the
danger of a child’s operation of the mower.
We find that Gauthier is instructive. It is clear from the testimony
that no amount of warning from Mr. Cooley, or anyone else, would have prevented
Mr. Lewing from using the tractor as he did. Mr. Cooley was nowhere near the
site of the accident when it happened, and we find that he was not negligent in
failing to warn Mr. Lewing of the potential danger that ultimately resulted.
6 (2) Express or Implied Consent
As discussed previously, nothing in the record suggests that Mr.
Cooley consented to the tractor being used as a work platform with a ladder
leaning against the house. Mr. Cooley was not present at the scene on the day of
the accident, and Mr. Isgitt testified that Mr. Cooley was not involved in the
decision to put the ladder on the loader platform or to use the tractor as a work
platform. Thus, we find that Mr. Cooley did not negligently give consent to use
the tractor in such an unsafe manner.
IV.
CONCLUSION
For the reasons articulated above, we affirm the judgment of the trial
court. Costs of this appeal are assessed against Charles Isgitt.