Gray v. Schlegel

265 N.W.2d 156, 1978 Iowa Sup. LEXIS 1106
CourtSupreme Court of Iowa
DecidedApril 19, 1978
Docket2-58291
StatusPublished
Cited by4 cases

This text of 265 N.W.2d 156 (Gray v. Schlegel) is published on Counsel Stack Legal Research, covering Supreme Court of Iowa primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Gray v. Schlegel, 265 N.W.2d 156, 1978 Iowa Sup. LEXIS 1106 (iowa 1978).

Opinion

RAWLINGS, Justice.

Defendants appeal judgment on jury verdict for plaintiff in wrongful death action. Court of Appeals reversed, holding motion for judgment notwithstanding verdict should have been sustained, but in the interests of justice remanded for new trial. We reverse trial court but do not remand.

October 7, 1973, Phyllis E. Jones and C. Robert Daack were asphyxiated by propane gas which escaped from a refrigerator in Daack’s houseboat. Jones’ executor subsequently commenced this action against Daack’s executors. For convenience these captioned parties will be referred to as plaintiff and defendants respectively. These are the relevant facts as disclosed by the evidence, viewed most favorably to the verdict.

In September, 1973, Daack purchased a houseboat which consisted of a one-room cabin on a motorless barge. Inside were a refrigerator, stove and lamps, all powered by propane gas contained in two externally located pressurized tanks.

October 6th, Daack entertained Jones in his houseboat. Also present for several hours were Harold and Helen Dixon. Harold Dixon’s testimony reveals Daack told them he had been attempting to operate the refrigerator all afternoon, but without success. He removed a metal covering plate and in Jones’ presence showed Dixon that the gas was burning. Daack then said:

“[H]e was going to have to turn it off and maybe go up to town and see if there was somebody that knows something about it more than he did. He said, I don’t want to get — what’s that word — I said, asphyxiated. He said, we don’t want to get asphyxiated.”

Up to the time Dixons left the houseboat, however, Daack took no preventive measures and made no known attempt to turn off the refrigerator.

The next morning Dixon discovered the bodies of Daack and Jones in the cabin. Upon breaking a window and forcing open the door, Dixon noticed a strong gas odor. No one had smelled gas on the 6th. Dixon also observed that newspapers stuffed in a chimney hole, still intact the afternoon before, had been removed from the inside.

The present action ensued with attendant judgment from which this appeal is taken.

These are the issues presented for review: Did trial court err in (1) failing to sustain defendants’ motion for judgment notwithstanding the verdict; (2) submitting a claim by Jones’ adult children for lost services; (3) concluding damages awarded were supported by substantial evidence?

Our reversal is based on issue (1). Because we order no remand a resolution of issues (2) and (3) is unnecessary.

I. Defendants’ principal contention is that they were entitled to judgment notwithstanding the jury verdict in favor of plaintiff. Detailed examination of portions of the trial record are now necessary.

By wrongful death action plaintiff originally alleged Daack was negligent in attempting to operate the refrigerator after he knew it was “not functioning properly” and failing to warn Jones or otherwise take reasonable precautions for her safety.

At pretrial conference plaintiff explained “not functioning properly” as stated in his petition meant “the pilot light failed to remain lighted and that the automatic shutoff valve did not shut off the flow of gas when the pilot light was extinguished.” (emphasis supplied). An order to that effect was accordingly entered. Iowa R.Civ.P. 138.

Plaintiff concedes subsequent testimony by his own expert demonstrated the automatic shutoff valve failed to stop the flow of gas when the main burner was extinguished. This witness doubted the refrigerator’s normal operation entailed continuous burning of the pilot light. Apparently counsel’s pretrial misstatement was due to size similarities of the two flames.

*158 Although counsel’s foregoing technically inaccurate characterization of his case was the main topic of discussion at trial, we attach to it relatively little significance. The essence of plaintiff’s theory, a malfunctioning automatic shutoff valve, was adequately described by his pretrial commitment.

II. However, another more glaring defect in plaintiff’s case, also caused by his pretrial statement, mandates reversal.

By their judgment n. o. v. motion defendants voiced these two basic contentions: First, a failure of proof due to plaintiff’s previously discussed pretrial reference to the pilot light, and second, a failure of proof that Daack knew or should have known of the defective shutoff valve. This second point was also made earlier in a timely motion for directed verdict, a motion to withdraw plaintiff’s negligence allegations, and by objections to certain jury instructions.

Briefly stated, this is defendants’ position. By his pretrial conference declarations, plaintiff effectively amended his petition. Accordingly, the burden was upon him to prove Daack was negligent in operating the refrigerator after he knew or should have known the automatic shutoff valve was malfunctioning. In light of the fact plaintiff’s evidence establishes only that Daack knew the refrigerator was not cooling properly, plaintiff did not, as a matter of law, prove what he ultimately alleged. This position has merit.

Noticeably, trial court held plaintiff to the above stated pretrial amplification of his petition. The order itself prescribed finality absent any exception thereto within ten days of its promulgation. And such judicially imposed proviso is authorized by Rule 138, which says: “[A]n order reciting any action taken at the [pretrial] conference * * * will control the subsequent course of the action relative to matters it includes, unless modified to prevent manifest injustice.” See International Milling Co., Inc. v. Gisch, 256 Iowa 949, 955, 129 N.W.2d 646, 650 (1964). Additionally, case law interpreting Fed.R.Civ.P. 16, after which our Rule 138 was modeled, also recognizes the binding effect given pretrial conference orders and trial court’s modification-related discretion. See generally 3 Moore’s Federal Practice, ¶ 16.19 (2d ed. 1974); 6 Wright & Miller, Federal Practice & Procedure, § 1527 (1971). See also Patten v. City of Waterloo, 260 N.W.2d 840, 841-842 (Iowa 1977).

Furthermore, a Rule 138 order can operatively amend a pleading. Such result is contemplated by Rule 136(a), which states as one possible topic to be considered at pretrial conference “[t]he necessity or desirability of amending pleadings by formal amendment or pretrial order.” (emphasis supplied). Highly persuasive federal authorities are in accord. E. g., Perma Research and Development v. Singer Co., 542 F.2d 111, 117 (2d Cir. 1976) (Van Graafeiland, J., dissenting), cert. denied, 429 U.S. 987, 97 S.Ct. 507, 50 L.Ed.2d 598 (1976); Morales v. Turman, 535 F.2d 864

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Bluebook (online)
265 N.W.2d 156, 1978 Iowa Sup. LEXIS 1106, Counsel Stack Legal Research, https://law.counselstack.com/opinion/gray-v-schlegel-iowa-1978.