Eastman v. R. Warehousing & Port Services, Inc.

141 So. 3d 77, 2013 WL 4618594, 2013 Ala. LEXIS 99
CourtSupreme Court of Alabama
DecidedAugust 30, 2013
Docket1111323
StatusPublished

This text of 141 So. 3d 77 (Eastman v. R. Warehousing & Port Services, Inc.) is published on Counsel Stack Legal Research, covering Supreme Court of Alabama primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Eastman v. R. Warehousing & Port Services, Inc., 141 So. 3d 77, 2013 WL 4618594, 2013 Ala. LEXIS 99 (Ala. 2013).

Opinions

BOLIN, Justice.

Jessica Eastman, as the dependent widow of David Bentley, deceased, and on behalf of Bentley’s three minor children (hereinafter “the plaintiff’), appeals the judgment entered on a jury verdict in favor of R. Warehousing and Port Services Inc. (hereinafter referred to as “R. Warehousing”). The plaintiff asserts (1) that she is entitled to a judgment as a matter of law (“JML”) on R. Warehousing’s affirmative defense based on the “loaned-servant” doctrine and (2) that she is entitled to a new trial because, she claims, counsel for R. Warehousing implied during opening statements, in violation of the collateral-source rule, that she had recovered workers’ compensation benefits from Richway Transportation Services, Inc (“Richway”). We affirm.

I. Facts and Procedural History

Richway is a trucking company that operates a facility in Mobile. Richway also has a facility in Georgiana and a facility in Greenville. On May 11, 2009, David Bentley, a truck driver employed with Richway, was scheduled to deliver a load of steel coils to Tennessee. Before leaving Rich-way’s Mobile facility, Bentley requested that Robbie Shaw, the operation and sales manager for Richway, examine the two front steering tires on the tractor-trailer truck he would be driving. The truck at issue was actually owned by Robin International Transport, Inc., and leased and/or loaned to Richway. According to Shaw, the left front driver’s side tire was worn, but the right passenger side tire appeared fine. Shaw nonetheless agreed that both tires should be replaced, and he provided Bentley with two new tires. As is customary, Shaw instructed Bentley to have the tires installed at Richway’s Georgiana facility, where Richway’s maintenance staff is located. On the day of the accident forming the basis of this action, Bentley had allegedly asked Shaw on three different occasions if he could have the tires installed at McGriff Tires in Mobile so that the tires could also be balanced. Shaw denied that Bentley requested to have the tires installed at McGriff Tires. While traveling on Interstate 65 from Mobile to the Georgiana facility, the right front steering tire of the truck blew out, causing Bentley to lose control of the truck. Bentley died as a result of the accident.

The plaintiff filed a •wrongful-death action, pursuant to § 6-5^410, Ala. Code 1975, against R. Warehousing.1 R. [80]*80Warehousing is a brokerage company that hires outside trucking companies to pick up and deliver loads for its customers. R. Warehousing does not own trucks, nor does it employ any truck drivers. R. Warehousing and Richway are both family-owned businesses that share some of the same officers and shareholders. Nolan Richardson is the father of Chance Richardson and Michael Richardson. Nolan Richardson is employed by R. Warehousing; he also serves as vice president of Richway. Chance Richardson is the owner of R. Warehousing; he also serves as president of Richway. Michael Richardson is employed solely by R. Warehousing, and he receives his paychecks from R. Warehousing. Beginning in 2001, Nolan Richardson sent Michael to Richway to oversee and/or to manage the day-to-day operations at Richway.

At trial, the plaintiff alleged that R. Warehousing, through its employee, Michael Richardson, was in complete control of Richway’s day-to-day operations, including the maintenance of tires. More specifically, the plaintiff alleged that Michael Richardson was responsible for instituting the policy at Richway that led to Shaw’s ordering Bentley to drive from Mobile to Georgiana on worn front steering tires. In other words, the plaintiff sought to fasten liability for Bentley’s death on R. Warehousing on the theory that R. Warehousing reserved the right to control Rich-way’s operations and that R. Warehousing exercised that right through the conduct of R. Warehousing employee Michael Richardson. R. Warehousing, on the other hand, asserted that Michael Richardson, at all times relevant to the plaintiffs claim, was a “loaned servant” to Richway.

At trial, the evidence was undisputed that Michael Richardson was employed solely by R. Warehousing and that he answered to his father Nolan Richardson. The jury heard the video deposition of Nolan Richardson, who testified that Michael oversaw the day-to-day operations at Richway, that Michael ran the maintenance shop at Richway, and that Michael directed the repairs that were needed at Richway. Michael Richardson testified in his deposition that R. Warehousing “loans” him out at Richway to help supervise the operations and/or to manage the business. Chance Richardson testified as follows regarding R. Warehousing, Riehway, and Michael’s role at both companies:

“Q. Mr. Richardson, isn’t it true that back in 2009, May of 2009, that your brother, Mike Richardson, was the person most in charge of Richway Transportation in Alabama?
“A. Yes, he was the manager in Alabama, yes, sir.
[[Image here]]
“Q. Your dad sent Mike over to Alabama to manage Richway Transportation, correct?
“A. Yes, sir.
“Q. And would you agree then that Mike Richardson is [an] employee [of] R. Warehousing, isn’t he?
“A. Yes, sir; he is an employee of R. Warehousing.
“Q. So, you would agree then that R. Warehousing, through Mike Richardson, controlled Richway Transportation?
“A. I don’t agree with that.
[[Image here]]
“Q. You disagree that Mike’s responsibilities are to direct repairs that are needed on Richway trucks?
“A. He doesn’t direct repairs.
“Q. And you disagree that your dad sent him to oversee maintenance of Richway trucks?
“A. He sent him over [there] to manage, not oversee maintenance.
[[Image here]]
[81]*81“Q. [Chance], do Richway Transportation and R. Warehousing ... share the same officers and directors?
“A. Some, yes.
[[Image here]]
“Q. Chance, as I understand, you own a hundred percent of R. Warehousing; is that right?
“A. Yes, sir.
“Q. And you are president of Richway Transportation; is that right?
“A. That is correct.
“Q. To your knowledge, did Richway Transportation ever consent in any way to have R. Warehousing control its operations in Mobile, Alabama?
“A. No, sir.
[[Image here]]
“Q. Now, does R. Warehousing own any trucks?
“A. No, sir.
“Q. Does it employ any truck drivers?
“A. No, sir.
[[Image here]]
“Q. Are you familiar with DOT [Alabama Department of Transportation] regulations that relate to R. Warehousing?
“A. Yes sir.
[[Image here]]
“Q. Can R.

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Bluebook (online)
141 So. 3d 77, 2013 WL 4618594, 2013 Ala. LEXIS 99, Counsel Stack Legal Research, https://law.counselstack.com/opinion/eastman-v-r-warehousing-port-services-inc-ala-2013.