Gary T. Hodges and Liberty Mutual Insurance Company v. Evisea Maritime Co., S.A., and Concordia Line

801 F.2d 678, 1987 A.M.C. 511, 1986 U.S. App. LEXIS 30972
CourtCourt of Appeals for the Fourth Circuit
DecidedSeptember 22, 1986
Docket85-1107
StatusPublished
Cited by17 cases

This text of 801 F.2d 678 (Gary T. Hodges and Liberty Mutual Insurance Company v. Evisea Maritime Co., S.A., and Concordia Line) is published on Counsel Stack Legal Research, covering Court of Appeals for the Fourth Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Gary T. Hodges and Liberty Mutual Insurance Company v. Evisea Maritime Co., S.A., and Concordia Line, 801 F.2d 678, 1987 A.M.C. 511, 1986 U.S. App. LEXIS 30972 (4th Cir. 1986).

Opinion

JAMES DICKSON PHILLIPS, Circuit Judge:

Evisea Maritime Co., S.A. (Evisea) appeals from a judgment entered upon a verdict awarding damages to Gary Hodges and the Liberty Mutual Insurance Company (Liberty Mutual). Evisea contends that under § 5(b) of the Longshore and Harbor Workers’ Compensation Act (LHWCA), it could not properly be found liable for injuries suffered by Hodges upon a vessel owned by Evisea. Evisea therefore argues that the district court erred in refusing either to direct a verdict or to grant judgment notwithstanding the verdict in its favor. Alternatively, Evisea argues that the district court misinstructed the jury, and therefore erred in denying Evisea’s motion for a new trial. Although we find that the evidence adduced at trial sufficed to support the jury’s verdict, we agree that the jury did not receive proper instruction on the duties imposed by the LHWCA upon shipowners and stevedores, and therefore reverse the judgment and remand for a new trial.

I

On July 26,1977, the M/V Concordia Sky was engaged in cargo operations in Newport News, Virginia, when an unidentified and semi-conscious man was discovered in the No. 3 lower tween deck. The man was wearing a T-shirt or sweatshirt, sweatpants, and tennis shoes. He was unable to communicate, and was initially mistaken for a stowaway, but was eventually taken to a hospital. Several days later, he was identified as Gary Hodges, a longshoreman who had worked on the Concordia Sky during its loading in Baltimore on July 25. Evisea is the owner of the Concordia Sky.

An investigation of the circumstances leading to Hodges’ presence in the No. 3 lower tween deck was thereafter conducted by Liberty Mutual, the compensation carrier for the stevedore employing Hodges, Robert C. Herd & Co. (Herd, the stevedore). Although Hodges’ co-workers and supervisors were interviewed, no eyewitnesses to Hodges’ injury were found. Hodges himself suffered serious head injuries, and claimed a retrograde memory loss leading to an inability to recall anything immediately prior to or regarding his apparent accident. Because Liberty Mutual could not satisfy its statutory burden to show that Hodges’ injury was not work related, Hodges was awarded disability benefits paid by Liberty Mutual pursuant to the LHWCA.

Hodges subsequently sued Evisea and the charterer of the Concordia Sky, Concor-dia Line, alleging that the ship’s negligence caused his injuries. Liberty Mutual intervened as a plaintiff to recover its interest pursuant to 33 U.S.C. § 933 (1982). Hodges’ theory of negligence turned primarily on his assertion that prior to his injuries he was working in the ship’s No. 2 hold, that he returned to the previously loaded No. 3 hold to obtain additional dunnage, and fell through an open hatch on the No. 3 upper tween deck. Hodges asserted that the vessel was negligent both in leaving the hatch open and in failing to provide adequate *681 lighting or other safety measures that would have prevented the fall.

The district court entered summary judgment in favor of the defendants, but during the pendency of Hodges’ appeal from that ruling, the Supreme Court decided Scindia Steam Navigation Co. v. De Los Santos, 451 U.S. 156, 101 S.Ct. 1614, 68 L.Ed.2d 1 (1981), which clarified the relative duties of shipowners and stevedores within the context of § 5(b) of the LHWCA. Because the district court had not had the opportunity to consider the decision in Scindia when it ruled on the summary judgment motion, this court vacated the summary judgment order insofar as it related to Hodges’ claims of negligence, and remanded the case for further proceedings. In our unpublished opinion, we observed that “[f]or the purposes of the summary judgment motion,” Hodges was entitled to a permissible inference from the forecast evidence of the facts supporting his theory of negligence.

After remand, following a period of discovery, the case proceeded to a jury trial. At the trial, there was no substantial dispute that Hodges had suffered severe injuries, including a fractured skull, retrograde amnesia, and a psychiatric disability. The liability of defendants depended, however, upon a showing by Hodges of sufficient evidence to support his theory that he left the No. 2 hold to obtain dunnage, and that his fall through the No. 3 upper tween deck hatch was attributable to a negligent act or omission of the vessel.

Evisea and Concordia Line defended on the theories that the evidence would show that they did not have a duty to Hodges, that Hodges’ theory of the injury was merely speculative, and that the evidence supported their theory that Hodges was in the upper tween deck for a nap, and was not in the performance of his longshoreman duties when he was injured.

Hodges’ first witness was Christiansen, Evisea’s marine surveyor. Christiansen testified that the No. 2 and No. 3 holds were connected at the upper tween deck level, that the lights in No. 3 may or may not have been operative, that the hatch in No. 3 was open during the Baltimore loading operations, and that the hatch was four feet from the entrance from No. 2 to No. 3 and large enough for a man Hodges’ size to fall through.

Gross, a longshoreman and friend of Hodges, was working with him on the day of the accident. He testified that Hodges had been dressed in sweats and a T-shirt before he disappeared, that Hodges’ job was to obtain dunnage when needed, that dunnage had often been needed that day, that there was extra dunnage in No. 3 after they finished work there, and that a need for more dunnage in No. 2 had been expressed before Hodges disappeared. Gross testified that he originally thought that Hodges had left to get dunnage, but that he later assumed that Hodges, who rode a bicycle ten miles to work each day, must have left to go home because it was raining. Gross also testified that when the weather deck hatch covers were closed, there was very little light in the holds, and that the cluster lights brought in to light the No. 2 hold would not have illuminated No. 3. He said that he thought it was the usual practice, once a hold had been loaded, to close all the decks to avoid the danger of a fall, so that he would not have expected the hatch on the No. 3 upper tween deck to be open.

Gill, another longshoreman, testified that when he last saw Hodges he was looking for dunnage, that when more dunnage was needed they would often go to other holds and decks to find it, and that No. 3 was poorly lit. He substantiated the theory that at the time Hodges was hurt, he might have been looking for dunnage. He testified that the gang had looked for Hodges before they left, but may not have seen him in No. 3 because it was dark.

Two doctors also testified for Hodges. Dr. McAdam stated that Hodges’ head injury was consistent with either a fall or being struck with a blunt instrument (which was one of defendants’ theories). Dr. McAdam also stated that the injuries were consistent with Hodges’ claim of amnesia. Dr. Oror *682 testified that the likely cause of the injury was a fall, and that Hodges could not have been hit with a blunt instrument because there was no evidence of a depression at the injury site.

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Bluebook (online)
801 F.2d 678, 1987 A.M.C. 511, 1986 U.S. App. LEXIS 30972, Counsel Stack Legal Research, https://law.counselstack.com/opinion/gary-t-hodges-and-liberty-mutual-insurance-company-v-evisea-maritime-co-ca4-1986.