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

Indiana Court of Appeals·Decided July 19, 2024·No. 23A-CT-01483·Published

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

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 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 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 the training he received from IndyGo, and the safety and training manual used. He was required to know and follow the contents of the manual. Ross agreed that his bus was open to the public and to riders of all ages, races, and abilities. Ross also agreed that he was taught through his training that passengers “deserve the most courteous and attentive treatment” that could be given. Tr. Vol. 2 p. 137. He knew the safety rules were mandatory and was taught early in his training that his number one duty as a driver was the safety of the passengers. As part of ensuring this safety, drivers were supposed to maintain a safety perimeter whether in motion or stopped at a passenger stop.

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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).

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) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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