Espinoza v. Evergreen Helicopters, Inc.

337 P.3d 169, 266 Or. App. 24
CourtCourt of Appeals of Oregon
DecidedOctober 8, 2014
Docket090912350; 090912777; 090913294; 091015153; 091015154; 091217035; 100202814; 100303637; A147028
StatusPublished
Cited by2 cases

This text of 337 P.3d 169 (Espinoza v. Evergreen Helicopters, Inc.) is published on Counsel Stack Legal Research, covering Court of Appeals of Oregon primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Espinoza v. Evergreen Helicopters, Inc., 337 P.3d 169, 266 Or. App. 24 (Or. Ct. App. 2014).

Opinion

ARMSTRONG, R J.

This case arises out of a helicopter crash in Peru that resulted in the death of everyone on board, including eight Peruvian passengers. Plaintiffs, the personal representatives of the estates of the passengers, brought wrongful death actions in Oregon against Evergreen Helicopters, Inc. (Evergreen), an Oregon corporation that was the lessor of the helicopter and employer of the pilot. The trial court granted Evergreen’s motions to dismiss plaintiffs’ actions based on its conclusion that Peru was the more convenient forum in which to litigate plaintiffs’ claims. In this appeal, we are asked to decide whether dismissal based on the inconvenient-forum doctrine, or forum non conveniens, is available in Oregon, and, if it is, what standards apply to govern a trial court’s application of the doctrine. Those are questions of first impression for us because no Oregon appellate court has directly confronted them before. We conclude that the inconvenient-forum doctrine is available, such that an Oregon trial court may decline to exercise its jurisdiction to try a case — based on considerations of convenience and justice — when an adequate, alternative forum is presently available in which to try the case. However, because we also conclude that the trial court relied on inappropriate factors to dismiss plaintiffs’ actions, we vacate and remand to the trial court with instructions to reconsider its decision in light of our opinion.

Plaintiffs are the appointed personal representatives of the estates of eight people who died in a helicopter crash in Peru that occurred when they were being transported to a mining site during inclement weather. All eight decedents, and their personal representatives, are citizens of Peru. Evergreen is an Oregon corporation headquartered in Oregon. Evergreen acquired the subject helicopter through a sublease agreement and, in turn, leased the helicopter to a Canadian subsidiary of Helinka, a Peruvian company, which then subleased the helicopter to Helinka for use in Peru. As part of the sublease agreement, Evergreen provided pilots and maintenance personnel to work in Peru. The lead pilot of the helicopter on the day of the crash was an employee of Evergreen working in Peru under that arrangement.

[31]*31Plaintiffs brought their wrongful death actions in Multnomah County, Oregon, against Evergreen based on theories of Evergreen’s direct and vicarious liability in negligence for the crash.1 In their complaints, seven of the plaintiffs alleged that Evergreen was negligent in the following ways:

“A. Failing to properly maintain, inspect, test and/or repair the subject helicopter and ensure that the subject helicopter was kept in a safe condition;
“B. Failing to properly train, supervise, and/or monitor flight crews, including pilots;
“C. Failing to properly navigate and/or operate the subject aircraft in a safe and competent manner given the prevailing weather and visibility conditions;
“D. Failing to take all emergency measures; and/or
“E. In negligently entrusting the subject helicopter.
“A. Failing to properly navigate and operate the subject helicopter in a safe and competent manner, thereby resulting in the subject crash;
“B. Failing to follow proper pre-flight and/or flight procedures given the knowledge of, or foreseeable operation of the aircraft in adverse weather; and/or
“C. Failing to warn plaintiff and/or plaintiff’s decedent of the dangers associated with operation of the subject helicopter in adverse weather.”

The eighth plaintiff, Brenda Vilma Hoyle De Castro, alleged that Evergreen was negligent in the following ways:

“A. In flying the helicopter in mountainous terrain in dangerously adverse weather conditions;
“B. In flying the helicopter in mountainous terrain when weather conditions impaired visibility;
[32]*32“C. In failing to terminate the flight upon encountering increasingly dangerous adverse weather conditions;
“D. In failing to terminate the flight upon encountering increasingly diminished visibility;
“E. In flying into a cumulonimbus cloud in instrument meteorological conditions;
“F. In failing to maintain adequate control of the helicopter.”

Evergreen moved to dismiss plaintiffs’ actions under the inconvenient-forum doctrine, arguing that Peru is the more convenient forum in which to litigate plaintiffs’ claims because the majority of witnesses and documents, as well as potential third-party defendants, are located in Peru and because Peruvian law should control. Plaintiffs conceded that Peru is an adequate, alternative forum, as long as Peru’s applicable statute of limitation did not bar the action, but opposed the motion on several other grounds. Plaintiffs’ arguments included that the inconvenient-forum doctrine is not available in Oregon, and, even if it were, dismissal is inappropriate in this case because witnesses and documents relevant to plaintiffs’ claims are located in Oregon or elsewhere in the United States and because Oregon law should apply.

The trial court concluded that the inconvenient-forum doctrine was available and that it “grants the trial court discretion to dismiss an otherwise properly filed case if the court determines that an adequate alternative forum exists and that trying the action elsewhere would best serve the convenience of the parties and the ends of justice.” In its letter opinion, the trial court found and concluded as follows:

“Plaintiffs conceded in their briefing that Peru is an adequate alternative forum. At oral argument and in subsequent briefing they changed their position, arguing that the statute of limitations under Peruvian law ran on March 11, 2010, and therefore, Peru is not an adequate alternative forum. I find defendants’ offer to waive the statute of limitations to be sufficient to address this concern.
“The next step in my analysis is the weighing of a number of private and public interest factors to determine whether trying the action in Peru would best serve [33]*33the convenience of the parties and the ends of justice. The weighing of these factors depends in large part on how one views the dispute between the parties. The materials submitted by the parties persuade me that trial of this lawsuit will largely center on, and depend upon, witnesses and documents regarding circumstances in Peru at the time of the crash, rather than circumstances in Oregon or the United States. At oral argument, based on what counsel referred to as ‘squawks,’ plaintiffs suggested that with further discovery they may find evidence of a malfunction in the warning or altimeter systems installed by Evergreen in the United States. I decline to base my decision on such possibilities, especially given the record that is before me. Consequently, the private and public interest factors weigh in favor of dismissal, but conditioned on those concessions offered by Evergreen, including an effective waiver of the statute of limitations, and cooperation by Evergreen in making available witnesses and documents located in the United States.”

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Related

Ferry v. Bd. of Parole & Post-Prison Supervision
427 P.3d 1123 (Court of Appeals of Oregon, 2018)
Espinoza v. Evergreen Helicopters, Inc.
376 P.3d 960 (Oregon Supreme Court, 2016)

Cite This Page — Counsel Stack

Bluebook (online)
337 P.3d 169, 266 Or. App. 24, Counsel Stack Legal Research, https://law.counselstack.com/opinion/espinoza-v-evergreen-helicopters-inc-orctapp-2014.