Dalmas Maurice Otieno Anyango and Jane Tinna Agola Otieno, as Natural Parents and Next of Kin of Isaiah Omondi Otieno v. Rolls-Royce Corporation, Honeywell International Inc.

CourtIndiana Supreme Court
DecidedJuly 30, 2012
Docket49S04-1207-CT-434
StatusPublished

This text of Dalmas Maurice Otieno Anyango and Jane Tinna Agola Otieno, as Natural Parents and Next of Kin of Isaiah Omondi Otieno v. Rolls-Royce Corporation, Honeywell International Inc. (Dalmas Maurice Otieno Anyango and Jane Tinna Agola Otieno, as Natural Parents and Next of Kin of Isaiah Omondi Otieno v. Rolls-Royce Corporation, Honeywell International Inc.) is published on Counsel Stack Legal Research, covering Indiana Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

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Dalmas Maurice Otieno Anyango and Jane Tinna Agola Otieno, as Natural Parents and Next of Kin of Isaiah Omondi Otieno v. Rolls-Royce Corporation, Honeywell International Inc., (Ind. 2012).

Opinion

ATTORNEYS FOR APPELLANTS ATTORNEYS FOR APPELLEE BELL ATTORNEYS FOR APPELLEE Gary C. Robb HELICOPTER TEXTRON INC. ROLLS-ROYCE CORPORATION Kansas City, Missouri Edward R. Moor Nicholas C. Pappas Thomas H. Neuckranz Darren A. Craig Roy T. Tabor Howard Huntington Julia Blackwell Gelinas Susan W. Rempert James Beal Indianapolis, Indiana Indianapolis, Indiana Chicago, Illinois ATTORNEYS FOR APPELLEE Debra A. Mastrian HONEYWELL INTERNATIONAL INC. Indianapolis, Indiana Steven E. Springer Crystal G. Rowe Indianapolis, Indiana ______________________________________________________________________________

In the Indiana Supreme Court _________________________________ FILED Jul 30 2012, 4:29 pm

No. 49S04-1207-CT-434 CLERK of the supreme court, court of appeals and tax court DALMAS MAURICE OTIENO ANYANGO AND JANE TINNA AGOLA OTIENO, AS NATURAL PARENTS AND NEXT OF KIN OF ISAIAH OMONDI OTIENO, DECEASED,

Appellants (Plaintiffs below),

v.

ROLLS-ROYCE CORPORATION, HONEYWELL INTERNATIONAL INC., AND BELL HELICOPTER TEXTRON INC.,

Appellees (Defendants below). _________________________________

Appeal from the Marion Superior Court, No. 49D07-1003-CT-9655 The Honorable Michael D. Keele, Judge _________________________________

On Petition to Transfer from the Indiana Court of Appeals, No. 49A04-1011-CT-679 _________________________________

July 30, 2012 Sullivan, Justice.

Parents of a young man killed in a bizarre helicopter accident in British Columbia appeal an Indiana trial court’s dismissal of their complaint in favor of the Canadian forum, arguing that their claim should be tried here because they would only be entitled to nominal damages under British Columbia law. Because we conclude that British Columbia provides an available and adequate forum under applicable law, and that the trial court did not otherwise abuse its discre- tion in dismissing the complaint on the ground of forum non conveniens, we affirm the trial court’s judgment.

Background

This appeal arises out of an almost unbelievable accident occurring on May 13, 2008, in British Columbia, Canada. On that day, 20-year-old Isaiah Omondi Otieno, a Kenyan citizen and student at the College of the Rockies in Cranbrook, British Columbia, was mailing a letter from Canada to his parents in Kenya when a helicopter flying overhead lost power. The helicop- ter crashed to the ground and killed Otieno along with the helicopter’s pilot and two passengers.

On March 3, 2010, Isaiah’s parents, Dalmas Maurice Otieno Anyango and Jane Tinna Agola Otieno (collectively, the “Otienos”), sued Bell Helicopter Textron Inc., Rolls-Royce Corp., and Honeywell International Inc. (collectively, the “Defendants”), in Marion County, In- diana, for the wrongful death of their son. The Defendants are connected to the helicopter as fol- lows:

 The helicopter was manufactured in Texas in 1974 by Bell Helicopter.  The helicopter engine was manufactured in Indiana by the Allison Division of Gen- eral Motors, which sold its assets to a company that was later purchased by Rolls- Royce.  The helicopter’s engine components were designed at Honeywell’s facility in Indiana and then manufactured in North Carolina.

The Otienos sought to recover on theories of strict liability and negligence based on the design and manufacture of the helicopter engine and engine component parts and on the failure

2 to certify and recommend safe and proper replacement parts. Subsequently, representatives of the three other people killed in the accident sued the Defendants and others in British Columbia on similar theories.

In June, 2010, the Defendants filed both a motion to dismiss the Otienos’ lawsuit pursu- ant to Indiana Trial Rule 4.4(C) on the ground of forum non conveniens1 – that Indiana was an “inconvenient forum” compared to British Columbia – and a stipulation pursuant to Trial Rule 4.4(D) that they would (a) submit to the personal jurisdiction of and (b) waive any statute of limitations defenses in British Columbia. After considering the evidence and the written and oral arguments of counsel, the trial court granted the Defendants’ motion to dismiss in favor of Brit- ish Columbia as the more convenient forum.

The Otienos appealed, arguing that the trial court abused its discretion in granting the De- fendants’ motion to dismiss based on forum non conveniens. Specifically, the Otienos chal- lenged the trial court’s finding that British Columbia provided an adequate forum in which to pursue their cause of action. The Court of Appeals affirmed the trial court’s dismissal. Anyango v. Rolls-Royce Corp., 953 N.E.2d 1147, 1153 (Ind. Ct. App. 2011).

The Otienos seek, and we now grant, transfer, thereby vacating the opinion of the Court of Appeals. Ind. Appellate Rule 58(A).

Discussion

Trial Rule 4.4(C) governs the dismissal of litigation based on forum non conveniens:

Jurisdiction under this rule is subject to the power of the court to order the litiga- tion to be held elsewhere under such reasonable conditions as the court in its dis- cretion may determine to be just.

1 Forum non conveniens is defined as “[t]he doctrine that an appropriate forum – even though competent under the law – may divest itself of jurisdiction if, for the convenience of the litigants and the witnesses, it appears that the action should proceed in another forum in which the action might also have been properly brought in the first place.” Black’s Law Dictionary 726 (9th ed. 2009).

3 In the exercise of that discretion the court may appropriately consider such factors as: (1) Amenability to personal jurisdiction in this state and in any alternative forum of the parties to the action; (2) Convenience to the parties and witnesses of the trial in this state in any alternative forum; (3) Differences in conflict of law rules applicable in this state and in the alternative forum; or (4) Any other factors having substantial bearing upon the selection of a convenient, reasonable and fair place of trial.

Ind. Trial Rule 4.4(C). The language of the rule itself entrusts this determination to the trial court and so our review of a trial court’s dismissal under this rule is limited to abuse of discre- tion. Freemond v. Somma, 611 N.E.2d 684, 690 (Ind. Ct. App. 1993) (citing Killearn Props., Inc. v. Lambright, 176 Ind. App. 684, 687, 377 N.E.2d 417, 419 (1978)), trans. denied. A trial court abuses its discretion when it “arrives at a conclusion that is clearly against logic and the natural inferences to be drawn therefrom.” Id.2

Both the Defendants and the Otienos submitted rather extensive briefs and evidence to the trial court in support of their respective positions. The trial court also held a hearing on the Defendants’ motion. The Defendants argued that this case should be litigated in British Colum- bia because the events giving rise to the suit occurred there and a parallel suit is pending there. They listed several considerations related to the inconvenience of an Indiana forum: the witness- es are located in Canada; Canadian officials investigated the case and disassembled the engine and engine components at issue; the physical evidence is in Canada; witnesses knowledgeable about damages are located in Canada (or Kenya); obtaining testimony of witnesses, documents, and physical evidence would be limited by the procedures of international discovery; and the case would be governed by Canadian law. In response, the Otienos argued that the bulk of the evidence related to their product-liability action is in the United States (and in Indiana in particu-

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