Indianapolis Public Transportation Corporation d/b/a IndyGo Public Transportatio v. Norma Jean Bush, as Personal Rep of the Estate of Michael Rex Fergerson, Dec

CourtIndiana Court of Appeals
DecidedJuly 19, 2024
Docket23A-CT-01483
StatusPublished

This text of Indianapolis Public Transportation Corporation d/b/a IndyGo Public Transportatio v. Norma Jean Bush, as Personal Rep of the Estate of Michael Rex Fergerson, Dec (Indianapolis Public Transportation Corporation d/b/a IndyGo Public Transportatio v. Norma Jean Bush, as Personal Rep of the Estate of Michael Rex Fergerson, Dec) is published on Counsel Stack Legal Research, covering Indiana Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

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Indianapolis Public Transportation Corporation d/b/a IndyGo Public Transportatio v. Norma Jean Bush, as Personal Rep of the Estate of Michael Rex Fergerson, Dec, (Ind. Ct. App. 2024).

Opinion

FILED Jul 19 2024, 9:07 am

CLERK Indiana Supreme Court Court of Appeals and Tax Court

IN THE

Court of Appeals of Indiana Indianapolis Public Transportation Corporation d/b/a IndyGo Public Transportation, Appellant-Defendant

v.

Norma Jean Bush, as Personal Representative of the Estate of Michael Rex Fergerson, Deceased, Appellee-Plaintiff

July 19, 2024 Court of Appeals Case No. 23A-CT-1483 Appeal from the Marion Superior Court The Honorable Kurt M. Eisgruber, Judge Trial Court Cause No. 49D06-1910-CT-41736

Opinion by Judge Foley

Court of Appeals of Indiana | Opinion 23A-CT-1483 | July 19, 2024 Page 1 of 22 Judge Brown concurs and Judge Riley dissents with opinion.

Foley, Judge.

[1] This case involves a negligence action initiated by Norma Jean Bush, as

Personal Representative of the Estate of Michael Rex Fergerson (“Fergerson”),

Deceased (“the Estate”), against Indianapolis Public Transportation

Corporation d/b/a IndyGo Public Transportation (“IndyGo”) after Fergerson

was struck by an IndyGo bus and later died of his injuries. A jury trial was

held, and a verdict returned in favor of the Estate. IndyGo now appeals, raising

two issues, which we consolidate and restate as: whether the trial court erred in

denying IndyGo’s motion for directed verdict because the video evidence

indisputably established that Fergerson was contributorily negligent as a matter

of law. Because we conclude that Fergerson was at least a proximate cause of

his being struck by the bus, and therefore contributorily negligent, we reverse

the trial court’s denial of IndyGo’s motion for directed verdict and remand to

enter judgment in favor of IndyGo.

Facts and Procedural History 1 [2] IndyGo is a common carrier, and its buses are open to the public, serving riders

of all ages and abilities. David Ross (“Ross”) was the IndyGo driver who was

1 Oral argument was heard on this case on May 16, 2024, in the Indiana Court of Appeals courtroom in Indianapolis, Indiana. We commend counsel on the excellent quality of their written and oral advocacy.

Court of Appeals of Indiana | Opinion 23A-CT-1483 | July 19, 2024 Page 2 of 22 driving the bus that struck Fergerson on September 29, 2018. Ross obtained his

commercial driver’s license (“CDL”) in December 2017 after passing a test.

To prepare for the test, Ross used the 2017 version of the CDL study guide and

also received training. The training included knowing how to ensure the safety

of a drunk or disruptive passenger. Ross began his employment with IndyGo

on January 7, 2018. Once he began his employment with IndyGo, Ross

received more training and was required to be familiar with IndyGo’s safety

and training manual.

[3] Fergerson was sixty-three at the time of his death and was living with his

mother, Norma Jean Bush. He had a dependence on alcohol throughout his

life and had started drinking alcohol when he was eight years old. Although

Fergerson had a driver’s license, he also had an IndyGo bus pass and would use

the bus for transportation for the things he needed to do. Fergerson also had a

history of sciatica, which is a painful condition usually caused by the lumbar

spine when a disc herniation affects the nerves. This condition causes a pain

that goes from the buttocks down the leg, and it can be excruciating. Sciatica

could make it difficult for a person to stand up or walk.

[4] On the date Fergerson was struck by the IndyGo bus, September 29, 2018,

Fergerson had been sober for eight days but began drinking again on the

morning of September 29. That morning, Fergerson was “found on a sidewalk

by [a] passerby” who was “concerned regarding [Fergerson’s]

nonresponsiveness” and “state of confusion.” Appellant’s App. Vol. III p. 4.

Fergerson was taken to the hospital, and medical records reflect “that he was

Court of Appeals of Indiana | Opinion 23A-CT-1483 | July 19, 2024 Page 3 of 22 intoxicated” and “was confused[,] . . . uncoordinated, . . .” and “did not

perform well in . . . the finger-to-nose test” or the “heel-to-shin test.” Id. at 4–5.

Fergerson reported to the doctors “that he had been drinking that morning” and

had “already finished a half container of vodka and that he typically would

drink a pint to a pint and a half of vodka per day.” Id. at 5. When the hospital

released Fergerson, “he was still mildly intoxicated.” Id. at 6.

[5] That evening, Fergerson called his mother around 7:00 p.m. and told her he

had been at the grocery store. At 6:58 p.m., IndyGo bus driver Christine

McLaughlin (“McLaughlin”) pulled up to the Lafayette Square Mall bus stop.

Fergerson was sitting on a bench near the stop, and he could be seen from the

bus’s video monitoring system closing a liquor bottle and then placing it in his

inside jacket pocket. McLaughlin told Fergerson, “[y]ou’re not coming on here

with that liquor bottle” and then pulled away from the curb. Appellant’s App.

Vol. II p. 162.

[6] Approximately thirty-six minutes later, at 7:35 p.m., an IndyGo bus driven by

Ross pulled up to the same stop. As Ross approached the bus stop, Fergerson

was still seated on the bench at the bus stop, as can be observed from the bus’s

video monitoring system. Ross pulled forward past the bench where Fergerson

was seated, and at 7:35:45 p.m., Fergerson can be seen from the curb-side view

still seated. He then slowly stands up from the bench at 7:35.54 p.m. During

this time, two passengers disembarked from the bus, and at approximately 7:36

p.m., Fergerson began to approach the front door of the bus but did not reach

the door before the bus began to drive away at 7:36.03 p.m. As the bus pulled

Court of Appeals of Indiana | Opinion 23A-CT-1483 | July 19, 2024 Page 4 of 22 away, Fergerson raised his arm, reaching toward the moving bus. While

Fergerson was still standing on the sidewalk, the video showed that his arm

made contact with the moving bus. Ferguson’s body was spun around, and he

fell from the sidewalk into the street and under the moving bus. The rear

wheels of the bus ran over him, causing severe injuries. He was taken to the

hospital and received treatment for his injuries; however, he was eventually

removed from life support and died from his injuries on October 12, 2018. The

cause of death was listed as “complications from” “blunt force trauma” injuries.

Tr. Vol. 3 pp. 35–36. His medical records reflected that, at the time of the

accident, Fergerson had a blood alcohol concentration within the range of

approximately 2.56 to 2.83, which was over three times the legal limit to drive.

[7] On October 4, 2019, the Estate filed a complaint for damages against IndyGo

and Ross and sought a jury trial. On December 16, 2019, IndyGo and Ross

filed an answer and raised as an affirmative defense that the Estate “is barred

from recovery as . . . Fergerson was contributorily negligent.” Appellant’s App.

Vol. II p. 39. On September 27, 2022, the parties filed a joint stipulation that

Ross was dismissed as a defendant without prejudice.

[8] On April 18, 19, and 20, 2023, the trial court held a jury trial. At trial, no

eyewitness testified regarding Fergerson’s conduct immediately before being

struck by the IndyGo bus. The only evidence regarding Fergerson’s conduct is

the video from the bus, which was played for the jury. Ross testified regarding

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Indianapolis Public Transportation Corporation d/b/a IndyGo Public Transportatio v. Norma Jean Bush, as Personal Rep of the Estate of Michael Rex Fergerson, Dec, Counsel Stack Legal Research, https://law.counselstack.com/opinion/indianapolis-public-transportation-corporation-dba-indygo-public-indctapp-2024.