Harris v. Norfolk Botanical Garden Society, Inc.

79 Va. Cir. 258, 2009 Va. Cir. LEXIS 238
CourtNorfolk County Circuit Court
DecidedSeptember 11, 2009
DocketCase No. CL09-105
StatusPublished

This text of 79 Va. Cir. 258 (Harris v. Norfolk Botanical Garden Society, Inc.) is published on Counsel Stack Legal Research, covering Norfolk County Circuit Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Harris v. Norfolk Botanical Garden Society, Inc., 79 Va. Cir. 258, 2009 Va. Cir. LEXIS 238 (Va. Super. Ct. 2009).

Opinion

By Judge John R. Doyle, in

This matter came before the Court for argument on August 24,2009, upon the three motions of the defendant, by counsel, which are as follows:

(1) A special plea of charitable immunity;

(2) A plea in bar based on the exclusivity provisions of the Workers’ Compensation Act;

(3) A motion for summary judgment based on contributory negligence or, in the alternative, assumption of risk.

The court addresses each in turn below.

I. Special Plea of Charitable Immunity

A. Facts

The parties stipulate that the Defendant, Norfolk Botanical Garden Society, Inc., d/b/aNorfolk Botanical Gardens, is a charitable institution; that it is organized with a recognized charitable purpose; and that it operates in fact in accord with that purpose.

[259]*259At the time of her injury, October 15,2005, the Plaintiff, Phyllis Harris, was a dues paying member of the Norfolk Botanical Garden Society. As such, she was entitled to enter the grounds free of charge during operating hours, as well as certain other benefits such as lectures. On that specific date, Harris was present on the grounds of the Botanical Gardens to participate as a volunteer in the annual “Pull & Plant Day” program, having applied for and been accepted as a volunteer for the Norfolk Botanical Garden Society on September 30,2005.

On October 15, 2005, Harris reported to the grounds of the Botanical Gardens and was assigned to weed a designated area within the grounds, the Virginia Native Plant Garden. She was transported to this area via a trolley. Harris spent approximately three hours weeding this area (the “Pull & Plant Day” program was to occur from 9 a.m. to 12 p.m.). At the conclusion of this period, Harris accepted a ride in the bed of a pick-up truck from an employee of the Norfolk Botanical Garden Society back up to the front of the complex where her alleged injuries ensued.

Harris was granted leave to file an Amended Complaint alleging gross negligence.

B. Analysis

The Virginia Supreme Court discussed at length the doctrine of charitable immunity in the case of Ola v. YMCA of South Hampton Roads, 270 Va. 550 (2005).

The first prong of whether a defendant is entitled to charitable immunity in a particular situation is that which was stipulated to above. The second prong of the test is the issue here. That prong is that Norfolk Botanical Garden Society must establish that Harris was a beneficiary of the charitable institution at the time of the alleged injury. See Ola at 556.

As described above, Harris was a member of the Norfolk Botanical Garden Society on the date of her injury. As such, she visited the Botanical Gardens to enjoy their beauty and relaxing effect. She also attended lectures given by the Norfolk Botanical Garden Society.

On the day of her injury, she was present on the grounds of the Botanical Gardens solely and specifically to volunteer to weed in the Virginia Native Plant Garden area within the Gardens. In order to engage in this activity, Harris had to apply for and be accepted into the volunteer program of the Society.

[260]*260The Norfolk Botanical Garden Society argues that, since Harris was a member of the Society, she was one of their beneficiaries. The analysis ends there. Any injury in tort she suffered caused by the Society while on the grounds of the Botanical Gardens was subject to charitable immunity.

Harris argues that her status as a beneficiary should be separated from her status as a volunteer, that is, because she was present on the day of her injury to provide volunteer labor to the Norfolk Botanical Garden Society, she was not a beneficiary that day; the flow of charity was reversed on the day of her injury.

In the Ola opinion, the Supreme Court discussed at length the doctrine of charitable immunity. This discussion does focus on classes of individuals: beneficiaries, strangers, and invitees. Charitable organizations have immunity against suits in tort by their beneficiaries, but not by strangers or invitees.

Ola was a member of the YMCA. Of note, however, is that the Court’s analysis did not end there. The Court went on to consider the activity of the Plaintiff on the day of her injury:

Under this well-reasoned precedent, Ola clearly was a beneficiary of the YMCA’s charity, not because she received membership at a reduced fee, but because she was participating in the YMCA swimming program at the time of her injury. The parties stipulated that just prior to the attack, Ola had used the YMCA’s swimming pool. As the trial court noted, “Swimming clearly provides an excellent means of maintaining physical and mental well-being and thus can be characterized as a part of the YMCA’s charitable benefits.” Thus, whether Ola paid a full or reduced membership fee, she was a beneficiary of the charitable bounty of the YMCA because she actually used YMCA facilities which depend on charity for their existence and operation.

Ola at 565 (emphasis added).

Other cases have similarly focused upon the nature of the plaintiffs activity in determining whether a charity-beneficiary relationship existed at the time of the injury.

a beneficiaiy is a person who receives something of value, which the organization by its charitable purpose undertakes to provide. An individual is “a beneficiary of [charitable] bounty” if that individual’s interaction with the entity “is related to the charitable purpose of the [organization].”

[261]*261Ola at 564.

Thus, entering the premises of a charitable institution to view artwork renders that person a beneficiary of the charitable organization. Egerton v. R. E. Lee Memorial Church, 395 F.2d 381, 384 (4th Cir. 1968); Bodenheimer v. Confederate Memorial Ass’n, 68 F.2d 507, 509 (4th Cir. 1934).

The Norfolk Botanical Garden Society called Harris as a witness. In Harris’s words, she found the garden relaxing but was “working” on the day of her injury. Some persons may find the entire horticultural gardening experience, including weeding, relaxing and pleasurable. The court will not impute such to Harris, especially where, as here, the factual record is to the contrary. Similarly, there is nothing in the record to support an argument that the weeding experience was educational. Thus the court finds that Harris was not receiving anything of value, i.e. the charitable benefits afforded by visiting the gardens, from the Norfolk Botanical Garden Society on the day of her injury.

The question becomes does membership that gives one the right to visit and enjoy the charitable bounty mean that, even if one visits for a very different purpose and realizes no benefit, one even then is considered a beneficiary? The court cannot so find.

Harris’s status on the day of her injury was that of an invitee who was on the grounds of the Botanical Gardens specifically and only to provide volunteer labor.

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Bluebook (online)
79 Va. Cir. 258, 2009 Va. Cir. LEXIS 238, Counsel Stack Legal Research, https://law.counselstack.com/opinion/harris-v-norfolk-botanical-garden-society-inc-vaccnorfolk-2009.