Ingram v. Caterpillar MacHinery Corp.

535 So. 2d 723
CourtSupreme Court of Louisiana
DecidedDecember 12, 1988
Docket87-C-2056, 87-C-2095
StatusPublished
Cited by35 cases

This text of 535 So. 2d 723 (Ingram v. Caterpillar MacHinery Corp.) is published on Counsel Stack Legal Research, covering Supreme Court of Louisiana primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Ingram v. Caterpillar MacHinery Corp., 535 So. 2d 723 (La. 1988).

Opinion

535 So.2d 723 (1988)

Linda INGRAM, Widow of William C. Ingram, Individually and as Administratrix of the Estate of the Minor Children, William Ingram, Jr. and Tommy Ingram
v.
CATERPILLAR MACHINERY CORPORATION, Caterpillar Tractor Company, ABC Insurance Company, XYZ Insurance Company and Boyce Machinery Corporation.

Nos. 87-C-2056, 87-C-2095.

Supreme Court of Louisiana.

December 12, 1988.
Rehearing Denied January 19, 1989.

*724 Glenn Diaz, John Robichaux, Jr., Chalmette, for Linda Ingram et al.

Colvin Norwood, Jr., Michael Noonan, John Turner, Jr., McGlinchey, Stafford, Mintz, Cellini & Lang, New Orleans, for Caterpillar Machinery Corp. et al.

Judith Atkinson, Mathews, Atkinson, Guglielmo, Marks & Day, Baton Rouge, for other respondents.

George Cain, Jr., Lemle, Kelleher, Kohlmeyer, Dennery, Hunley, Moss & Frilot, New Orleans, for intervenor.

LEMMON, Justice.

This is a wrongful death action against the manufacturer of the forklift truck which overturned and killed William Ingram while he was operating the truck in the course of his employment in an industrial plant. We granted certiorari to review the intermediate court's reversal of a jury verdict in favor of plaintiffs. The principal issue involves the manufacturer's duty to warn operators of forklift trucks as to the proper procedure to follow when a truck turns over laterally.

Ingram was transporting a 900-pound coil of wire on the forks of an M-80 forklift truck manufactured by defendant. As he maneuvered down a slightly inclined paved driveway, the forklift turned over and landed on its side. Ingram apparently tried to jump from the operator's seat and was crushed under the overhead guard, a federally required safety device consisting of four posts and a steel canopy and designed to prevent injury to the operator by falling objects.

*725 The driveway, which ran from the doorway of a metal building to a main road on the industrial plant, was delineated by a yellow line on each side. At the intersection of the driveway and the road, there was a yellow striped triangular area. The driveway (without the signpost that Ingram struck) is shown in the following photograph:

At the time of the accident aluminum was stacked on both sides of the driveway. Inside the yellow striped area at the intersection of the driveway and the plant road was a steel post holding a sign marked "Truck Crossing". The vicinity of the accident, as it appeared at the time of the tragedy (except for the closed door), is shown on the following photograph:

*726

Lawrence Lawson, the only eyewitness to the accident, testified that Ingram, driving at a normal speed, did not come straight down the driveway, but came down at an angle to his left; that the truck's left front wheel rolled over a rise in the pavement surrounding the signpost; that the truck shook when the front wheel came down; that Ingram did not attempt to stop, but continued forward and looked down to his left to see what he had hit; and that when the left rear wheel rolled upon the rise and the side of the machine scraped against the post, the forklift turned over onto its side.[1]

Inspection of the forklift after the accident revealed that there had not been any mechanical misfunction of the machine.

Plaintiffs presented the case to the jury on the theory that defendant's forklift was unreasonably dangerous in normal use because the design of the truck's suspension system caused a substantial risk of lateral overturn and because the manufacturer did not provide safety belts or other devices to insure the safety of the operator in the event of a foreseeable overturn. Plaintiffs further theorized that defendant failed to provide a warning to operators of the defect and of the proper course of conduct in order to escape injury during an overturn.

The jury, in response to special interrogatories, rendered a verdict for the plaintiffs, finding that (1) Ingram's death resulted "from a defective condition in the forklift", (2) the "defective condition" made the forklift "unreasonably dangerous to normal use", (3) the "defective condition exist[ed] at the time the forklift left [defendant's] control", and (4) no negligence on Ingram's part contributed to his fatal injury. The jury fixed the damages at $1,175,000.

*727 The court of appeal reversed in a three-two decision, concluding there was no factual basis for the jury's finding that the lift truck was unreasonably dangerous in normal use. 510 So.2d 741. The court pointed out that although some lateral instability is a necessary evil resulting from the shape of a forklift that is required for maneuverability, the M-80 lift truck was one of the most stable on the market. The court held the jury's finding was manifestly erroneous because the unique facts of the case indicated the accident did not occur in normal use, but rather occurred because of Ingram's misuse in striking the post. As to the failure to provide a seat belt or restraint system, the intermediate court determined the expert evidence preponderated in favor of a conclusion that addition of such a device would not improve safety for the operator. Finally, as to the failure to warn, the court noted that a manufacturer is only required to warn of dangers inherent in the normal use of the product and reiterated that Ingram's injury did not result from a risk which arose while the lift truck was in normal use. We granted certiorari, particularly to consider the issue of the necessity of a warning in this case. 514 So.2d 117.

The function of a forklift truck is to pick up, transport and stack loads at various heights, sometimes above the operator's head. Because of this function and because of the limited space in which the truck often operates, the trucks are generally narrow and tall.[2] This design results in a high center of gravity and a corresponding lack of lateral stability, especially when the forklift is in motion. The lateral instability of a forklift increases with an increase in speed or during turns, or with an increase in the amount or the height of the load. In this 1980 accident, however, Ingram was traveling at a reasonable speed transporting a 900-pound load (slightly over one-tenth of capacity) at a height of only fifty-two inches.

The M-80 electric forklift, which was first manufactured in 1972, had much greater lateral stability than the earlier gas-powered trucks because the 3,000-pound battery in the base of the machine provided better weight distribution and lowered the center of gravity.[3] While the standards for lateral stability established for forklift trucks by the American National Standards Institute provided that a slope of twenty-seven per cent was acceptable, the M-80 was capable of tilting to a slope of over sixty-two per cent without overturning.[4] Defendant's manager of product safety testified that Ingram's accident was the only reported lateral upset by an M-80 forklift.

The mechanical engineer presented by plaintiffs conceded that the M-80 had no defect in design as to stability and that Ingram's M-80 would not have turned over if he had not hit the post.[5] However, the engineer opined that the M-80 presented an unreasonable risk of injury in foreseeable lateral overturns because of the lack of seat belts or other restraints. Inasmuch as the overhead guard could not strike an operator who was restrained in the seat by a lap belt or other device, he concluded that a seat belt would have prevented this accident.

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535 So. 2d 723, Counsel Stack Legal Research, https://law.counselstack.com/opinion/ingram-v-caterpillar-machinery-corp-la-1988.