[Cite as Cruz v. Western, 2020-Ohio-5086.]
COURT OF APPEALS OF OHIO
EIGHTH APPELLATE DISTRICT COUNTY OF CUYAHOGA
CARMEN CRUZ, :
Plaintiff-Appellant, : No. 109140 v. :
WESTERN/SCOTT FETZER : COMPANY, ET AL.,
Defendants-Appellees. :
JOURNAL ENTRY AND OPINION
JUDGMENT: AFFIRMED RELEASED AND JOURNALIZED: October 29, 2020
Civil Appeal from the Cuyahoga County Court of Common Pleas Case No. CV-18-906032
Appearances:
Plevin & Gallucci Co., L.P.A., David R. Grant, Frank L. Gallucci, III, and Michael Shroge; Paul W. Flowers Co., L.P.A., Paul W. Flowers, and Louis E. Grube, for appellant.
Benesch, Friedlander, Coplan & Aronoff, L.L.P., Eric Larson Zalud, and Justin L. Monday, for appellees.
RAYMOND C. HEADEN, J.:
Plaintiff-appellant Carmen Cruz (“Cruz”) appeals from the trial
court’s granting of summary judgment in favor of defendants-appellees Western/Scott Fetzer Company (“Western”) and denial of Cruz’s motion for partial
summary judgment. For the reasons that follow, we affirm.
Procedural and Substantive History
Since 1990, Cruz has worked for Western as a machine operator. On
November 14, 2013, Cruz was working at Western’s plant located in Avon Lake,
Ohio. This facility produces various parts related to the control, storage, and
transmission of high-pressured gases. One of Cruz’s job duties that day was to
operate a drill tap machine known as machine number 305. Cruz was required to
reach around a Plexiglass shield, known as a profile gate, to spray lubricant from a
plastic bottle onto the machine’s rotating tap. While doing so, the machine pulled
Cruz’s right hand into the press, and the tap drilled into her wrist, resulting in
significant hand injuries. At the time of Cruz’s injury, she was wearing white cotton
gloves over blue latex gloves, and the record reflects that coworkers had told her not
to wear gloves because it posed a danger.
On October 26, 2018, Cruz filed a complaint in the Cuyahoga County
Court of Common Pleas, initiating a workplace intentional tort action pursuant to
R.C. 2745.01 et seq., seeking damages for personal injury. Cruz alleged that the
manual lubrication process utilized on machine 305 constituted the deliberate
removal of an equipment safety guard. On November 29, 2018, Western filed an
answer denying liability.
On July 16, 2019, Cruz filed a motion for partial summary judgment
in which she argued that, based upon undisputed record evidence, she was entitled to the benefits of the equipment safety guard presumption codified in
R.C. 2745.01(C). On July 26, 2019, Western filed a motion for summary judgment,
arguing that the apparatus in question is not an equipment safety guard and that it
was not deliberately removed.
On October 16, 2019, the trial court granted Western’s motion for
summary judgment and denied Cruz’s motion for partial summary judgment. Cruz
appeals, presenting one assignment of error for our review.
Legal Analysis
In Cruz’s sole assignment of error, she argues that the trial court erred
as a matter of law by denying her motion for partial summary judgment and
granting Western’s motion for summary judgment.
We review the trial court’s summary judgment de novo, applying the
same standard that the trial court applies under Civ.R. 56(C). Grafton v. Ohio
Edison Co., 77 Ohio St.3d 102, 105, 671 N.E.2d 241 (1996). Under Civ.R. 56(C),
summary judgment is appropriate when (1) there is no genuine issue of material
fact, (2) the moving party is entitled to judgment as a matter of law, and (3) after
construing the evidence most favorably for the party against whom the motion is
made, reasonable minds can reach only a conclusion that is adverse to the
nonmoving party. Civ.R. 56(C).
R.C. 2745.01, Ohio’s statute regarding employer liability for
intentional torts, provides, in relevant part: (A) In an action brought against an employer by an employee, or by the dependent survivors of a deceased employee, for damages resulting from an intentional tort committed by the employer during the course of employment, the employer shall not be liable unless the plaintiff proves that the employer committed the tortious act with the intent to injure another or with the belief that the injury was substantially certain to occur.
(B) As used in this section, “substantially certain” means that an employer acts with deliberate intent to cause an employee to suffer an injury, a disease, a condition, or death.
The statute goes on to codify the equipment safety guard presumption
as follows:
(C) Deliberate removal by an employer of an equipment safety guard or deliberate misrepresentation of a toxic or hazardous substance creates a rebuttable presumption that the removal or misrepresentation was committed with intent to injure another if an injury or an occupational disease or condition occurs as a direct result.
The two questions we must address are whether the Plexiglass shields on machine
305 are equipment safety guards for purposes of R.C. 2745.01(C) and if so, whether
there was a “deliberate removal” of the equipment safety guard so as to trigger the
statutory presumption of intent to injure in the same subsection.
As an initial matter, we note that absent a deliberate intent to injure,
an employer is not liable for a claim alleging an employer intentional tort, and the
injured employee’s exclusive remedy is within the workers’ compensation system.
Houdek v. ThyssenKrupp Materials N.A., Inc., 134 Ohio St.3d 491, 2012-Ohio-
5685, 983 N.E.2d 1253, ¶ 25. Therefore, the threshold for an employee to
successfully bring an intentional tort claim against their employer under R.C 2745.01 is steep. Stallman v. Midwest Bldgs. & Supply Co., 4th Dist. Highland
No. 18CA16, 2019-Ohio-3582, ¶ 20.
In this case, the trial court stated in its October 16, 2019 judgment
entry that there was no genuine issue of material fact because although the left
profile gate on machine 305 was an equipment safety guard, the right profile gate
on machine 305 was not an equipment safety guard. The court also stated that
Western added the right profile gate to the machine for additional worker safety to
avoid being struck by shards of material during the machine’s operation, and there
was no evidence that the right profile gate was provided by the machine’s
manufacturer. Moreover, the court stated that the manual lubrication of machine
305 by Cruz does not constitute a “deliberate removal” of an equipment safety guard
by Western.
In the context of R.C. 2745.01(C), the Ohio Supreme Court has
defined an “equipment safety guard” as “a device designed to shield the operator
from exposure to or injury by a dangerous aspect of the equipment.” Hewitt v. L.E.
Myers Co., 134 Ohio St.3d 199, 2012-Ohio-5317, 981 N.E.2d 795, ¶ 2.
In determining whether something fits this definition, one factor
courts have considered is the purpose for which the device was designed. Even in
cases where a device may actually operate to block an operator’s access to a
dangerous aspect of equipment, the device may not be deemed an equipment safety
guard. Zuniga v. Norplas Industries, 2012-Ohio-3414, 974 N.E.2d 1252, ¶ 8 (6th
Dist.). In Zuniga, the court held that even though a ventilation system operated to block access to a point of machinery on which the plaintiff was injured, the
ventilation system was not an equipment safety guard where the plaintiff had not
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[Cite as Cruz v. Western, 2020-Ohio-5086.]
COURT OF APPEALS OF OHIO
EIGHTH APPELLATE DISTRICT COUNTY OF CUYAHOGA
CARMEN CRUZ, :
Plaintiff-Appellant, : No. 109140 v. :
WESTERN/SCOTT FETZER : COMPANY, ET AL.,
Defendants-Appellees. :
JOURNAL ENTRY AND OPINION
JUDGMENT: AFFIRMED RELEASED AND JOURNALIZED: October 29, 2020
Civil Appeal from the Cuyahoga County Court of Common Pleas Case No. CV-18-906032
Appearances:
Plevin & Gallucci Co., L.P.A., David R. Grant, Frank L. Gallucci, III, and Michael Shroge; Paul W. Flowers Co., L.P.A., Paul W. Flowers, and Louis E. Grube, for appellant.
Benesch, Friedlander, Coplan & Aronoff, L.L.P., Eric Larson Zalud, and Justin L. Monday, for appellees.
RAYMOND C. HEADEN, J.:
Plaintiff-appellant Carmen Cruz (“Cruz”) appeals from the trial
court’s granting of summary judgment in favor of defendants-appellees Western/Scott Fetzer Company (“Western”) and denial of Cruz’s motion for partial
summary judgment. For the reasons that follow, we affirm.
Procedural and Substantive History
Since 1990, Cruz has worked for Western as a machine operator. On
November 14, 2013, Cruz was working at Western’s plant located in Avon Lake,
Ohio. This facility produces various parts related to the control, storage, and
transmission of high-pressured gases. One of Cruz’s job duties that day was to
operate a drill tap machine known as machine number 305. Cruz was required to
reach around a Plexiglass shield, known as a profile gate, to spray lubricant from a
plastic bottle onto the machine’s rotating tap. While doing so, the machine pulled
Cruz’s right hand into the press, and the tap drilled into her wrist, resulting in
significant hand injuries. At the time of Cruz’s injury, she was wearing white cotton
gloves over blue latex gloves, and the record reflects that coworkers had told her not
to wear gloves because it posed a danger.
On October 26, 2018, Cruz filed a complaint in the Cuyahoga County
Court of Common Pleas, initiating a workplace intentional tort action pursuant to
R.C. 2745.01 et seq., seeking damages for personal injury. Cruz alleged that the
manual lubrication process utilized on machine 305 constituted the deliberate
removal of an equipment safety guard. On November 29, 2018, Western filed an
answer denying liability.
On July 16, 2019, Cruz filed a motion for partial summary judgment
in which she argued that, based upon undisputed record evidence, she was entitled to the benefits of the equipment safety guard presumption codified in
R.C. 2745.01(C). On July 26, 2019, Western filed a motion for summary judgment,
arguing that the apparatus in question is not an equipment safety guard and that it
was not deliberately removed.
On October 16, 2019, the trial court granted Western’s motion for
summary judgment and denied Cruz’s motion for partial summary judgment. Cruz
appeals, presenting one assignment of error for our review.
Legal Analysis
In Cruz’s sole assignment of error, she argues that the trial court erred
as a matter of law by denying her motion for partial summary judgment and
granting Western’s motion for summary judgment.
We review the trial court’s summary judgment de novo, applying the
same standard that the trial court applies under Civ.R. 56(C). Grafton v. Ohio
Edison Co., 77 Ohio St.3d 102, 105, 671 N.E.2d 241 (1996). Under Civ.R. 56(C),
summary judgment is appropriate when (1) there is no genuine issue of material
fact, (2) the moving party is entitled to judgment as a matter of law, and (3) after
construing the evidence most favorably for the party against whom the motion is
made, reasonable minds can reach only a conclusion that is adverse to the
nonmoving party. Civ.R. 56(C).
R.C. 2745.01, Ohio’s statute regarding employer liability for
intentional torts, provides, in relevant part: (A) In an action brought against an employer by an employee, or by the dependent survivors of a deceased employee, for damages resulting from an intentional tort committed by the employer during the course of employment, the employer shall not be liable unless the plaintiff proves that the employer committed the tortious act with the intent to injure another or with the belief that the injury was substantially certain to occur.
(B) As used in this section, “substantially certain” means that an employer acts with deliberate intent to cause an employee to suffer an injury, a disease, a condition, or death.
The statute goes on to codify the equipment safety guard presumption
as follows:
(C) Deliberate removal by an employer of an equipment safety guard or deliberate misrepresentation of a toxic or hazardous substance creates a rebuttable presumption that the removal or misrepresentation was committed with intent to injure another if an injury or an occupational disease or condition occurs as a direct result.
The two questions we must address are whether the Plexiglass shields on machine
305 are equipment safety guards for purposes of R.C. 2745.01(C) and if so, whether
there was a “deliberate removal” of the equipment safety guard so as to trigger the
statutory presumption of intent to injure in the same subsection.
As an initial matter, we note that absent a deliberate intent to injure,
an employer is not liable for a claim alleging an employer intentional tort, and the
injured employee’s exclusive remedy is within the workers’ compensation system.
Houdek v. ThyssenKrupp Materials N.A., Inc., 134 Ohio St.3d 491, 2012-Ohio-
5685, 983 N.E.2d 1253, ¶ 25. Therefore, the threshold for an employee to
successfully bring an intentional tort claim against their employer under R.C 2745.01 is steep. Stallman v. Midwest Bldgs. & Supply Co., 4th Dist. Highland
No. 18CA16, 2019-Ohio-3582, ¶ 20.
In this case, the trial court stated in its October 16, 2019 judgment
entry that there was no genuine issue of material fact because although the left
profile gate on machine 305 was an equipment safety guard, the right profile gate
on machine 305 was not an equipment safety guard. The court also stated that
Western added the right profile gate to the machine for additional worker safety to
avoid being struck by shards of material during the machine’s operation, and there
was no evidence that the right profile gate was provided by the machine’s
manufacturer. Moreover, the court stated that the manual lubrication of machine
305 by Cruz does not constitute a “deliberate removal” of an equipment safety guard
by Western.
In the context of R.C. 2745.01(C), the Ohio Supreme Court has
defined an “equipment safety guard” as “a device designed to shield the operator
from exposure to or injury by a dangerous aspect of the equipment.” Hewitt v. L.E.
Myers Co., 134 Ohio St.3d 199, 2012-Ohio-5317, 981 N.E.2d 795, ¶ 2.
In determining whether something fits this definition, one factor
courts have considered is the purpose for which the device was designed. Even in
cases where a device may actually operate to block an operator’s access to a
dangerous aspect of equipment, the device may not be deemed an equipment safety
guard. Zuniga v. Norplas Industries, 2012-Ohio-3414, 974 N.E.2d 1252, ¶ 8 (6th
Dist.). In Zuniga, the court held that even though a ventilation system operated to block access to a point of machinery on which the plaintiff was injured, the
ventilation system was not an equipment safety guard where the plaintiff had not
presented any evidence that it was designed to be anything other than a dust-
collection device.
Similarly, the Fourth District has found that although a forklift
backup alarm might have alerted the employee to danger from equipment, it would
not have served to actually keep him away from the zone of danger. Turner v.
Dimex, L.L.C., 2019-Ohio-4251, 147 N.E.3d 35, ¶ 36 (4th Dist.). It is worth noting
that the device in question in the instant case, even as it was properly installed and
serving its intended purpose, would not and did not serve to actually keep a machine
operator away from the drill tap. This is not the result of some defect or malfunction
in profile gate; it is an indication that the profile gate was never meant to serve such
a purpose.
Here, the evidence reflects that the function of the right profile gate
was to keep errant chips from flying into the machine operator. Cruz emphasizes
that Western employees routinely referred to the profile gates as “shields” or “safety
guards.” She also sets forth an extensive argument explaining how the profile gates
were installed to comport with the standards and regulations laid out in the
Occupational Safety and Health Administration Act (“OSHA”). As discussed above,
the mere fact that a device might serve some general safety purpose is insufficient to
conclude that the device is an equipment safety guard for purposes of R.C. 2745.01. The fact that the right profile gate served a safety purpose is not on its own
dispositive.
Likewise, while Cruz appears to implicitly argue that the facts here
amount to an OSHA violation, nothing pertaining to any such violation appears in
the record. Even if it did, OSHA violations should not be used to analyze employer
liability under R.C. 2745.01. Schiemann v. Foti Contracting, L.L.C., 8th Dist.
Cuyahoga No. 98662, 2013-Ohio-269, ¶ 24, citing Hernandez v. Martin Chevrolet,
Inc., 72 Ohio St.3d 302, 303, 649 N.E.2d 1215 (1995).
Further, the right profile gate was clearly not designed to serve the
purpose of protecting an operator from the tap where it was not attached to the
machine by the manufacturer and part of the operator’s job duties involved reaching
around that device to access the tap.
Moreover, even if either or both profile gates constituted an
equipment safety guard for purposes of R.C. 2745.01, summary judgment was still
appropriate here because Cruz did not present evidence creating a genuine issue of
material fact as to whether Western engaged in a “deliberate removal” for purposes
of the statute.
In interpreting R.C. 2745.01, the Ohio Supreme Court has held that a
“deliberate removal” is not strictly limited to a physical removal of an equipment
safety guard. A deliberate removal “occurs when an employer makes a deliberate
decision to lift, push aside, take off, or otherwise eliminate that guard from the
machine.” Hewitt, 134 Ohio St.3d 199, 2012-Ohio-5317, 981 N.E.2d 795, at ¶ 30. Further, a “removal” for purposes of the statute “may encompass more than
physically removing a guard from equipment and making it unavailable, such as
bypassing or disabling the guard.” Id. at ¶ 29. Therefore, Western’s assertion that
a bypass cannot constitute a deliberate removal is not persuasive.
Although a bypassing of an equipment safety guard may constitute a
deliberate removal, however, Cruz’s argument that the requirement that she reach
her hand around the right profile gate does not constitute the sort of bypass
contemplated by the Ohio Supreme Court in Hewitt. As discussed above, there was
no act taken by the employer to impact the operation of the right profile gate or
somehow render it inoperable.
The cases in which Ohio courts have found that a bypass constituted
a deliberate removal all involved some alteration of the safety guard, such as
rewiring a machine so as to permit parts to continue moving even when a safety
guard was open. McAllister v. Myers Industries, 9th Dist. Summit No. 29040, 2019-
Ohio-773, ¶ 20. No such action was taken in this case. The evidence reflects that at
the time of the accident in this case, the right profile gate was operating to keep
debris from hitting the operator.
We are not persuaded by Cruz’s argument that the policy Western had
in place requiring her to manually lubricate the machine is the kind of “considered
decision” to bypass a safety guard that constitutes a deliberate removal for purposes
of R.C. 2745.01(C). McKinney v. CSP of Ohio, L.L.C., 6th Dist. Wood No. W-10-070,
2011-Ohio-3116, ¶ 17. Because there was no genuine issue of material fact, and Western was
entitled to judgment as a matter of law, the trial court did not err in granting
Western’s motion for summary judgment. Cruz’s sole assignment of error is
overruled.
Judgment affirmed.
It is ordered that appellees recover from appellant costs herein taxed.
The court finds there were reasonable grounds for this appeal.
It is ordered that a special mandate be sent to said court to carry this judgment
into execution.
A certified copy of this entry shall constitute the mandate pursuant to Rule 27
of the Rules of Appellate Procedure.
_____ RAYMOND C. HEADEN, JUDGE
EILEEN T. GALLAGHER, A.J., and EILEEN A. GALLAGHER, J., CONCUR