Jason Moorhead v. West Virginia Army National Guard and West Virginia Mountaineer Challenge Academy

West Virginia Supreme Court·Decided May 2, 2025·No. 23-476·Published

Opinion

IN THE SUPREME COURT OF APPEALS OF WEST VIRGINIA

FILED

January 2025 Term May 2, 2025 released at 3:00 p.m.

C. CASEY FORBES, CLERK

SUPREME COURT OF APPEALS

OF WEST VIRGINIA

No. 23-476

JASON MOORHEAD,

Petitioner,

v.

WEST VIRGINIA ARMY NATIONAL GUARD and WEST VIRGINIA MOUNTAINEER CHALLENGE ACADEMY, Respondents.

Appeal from the Intermediate Court of Appeals of West Virginia No. 22-ICA-58

Civil Action No. 18-C-71

AFFIRMED

Submitted: March 12, 2025 Filed: May 2, 2025

Stephen P. New, Esq. Christopher C. Ross, Esq. Stephen New & Associates Omar D. Ahmad, Esq. Beckley, West Virginia Pullin, Fowler, Flanagan, Brown & Poe, Counsel for Petitioner PLLC Charleston, West Virginia Counsel for Respondents

JUSTICE WALKER delivered the Opinion of the Court.

SYLLABUS BY THE COURT

1. On appeal of a decision from the Intermediate Court of Appeals of West Virginia, the Supreme Court of Appeals of West Virginia applies a de novo standard of appellate review to a circuit court’s entry of summary judgment.

2. “The ultimate determination of whether qualified or statutory immunity bars a civil action is one of law for the court to determine. Therefore, unless there is a bona fide dispute as to the foundational or historical facts that underlie the immunity determination, the ultimate questions of statutory or qualified immunity are ripe for summary disposition.” Syllabus Point 1, Hutchison v. City of Huntington, 198 W.Va. 139, 479 S.E.2d 649 (1996).

3. “If a public officer is either authorized or required, in the exercise of his judgment and discretion, to make a decision and to perform acts in the making of that decision, and the decision and acts are within the scope of his duty, authority, and jurisdiction, he is not liable for negligence or other error in the making of that decision, at the suit of a private individual claiming to have been damaged thereby.” Syllabus Point 4, Clark v. Dunn, 195 W. Va. 272, 465 S.E.2d 374 (1995).

4. “To the extent that governmental acts or omissions which give rise to a cause of action fall within the category of discretionary functions, a reviewing court must

i

determine whether the plaintiff has demonstrated that such acts or omissions are in violation of clearly established statutory or constitutional rights or laws of which a reasonable person would have known or are otherwise fraudulent, malicious, or oppressive in accordance with State v. Chase Securities, Inc., 188 W. Va. 356, 424 S.E.2d 591 (1992). In absence of such a showing, both the State and its officials or employees charged with such acts or omissions are immune from liability.” Syllabus Point 11, West Virginia Regional Jail & Correctional Facility Authority v. A.B., 234 W. Va. 492, 766 S.E.2d 751 (2014).

5. “For purposes of qualified immunity, internal agency policies, procedures, manuals, guidelines, or similar documents that have not been legislatively approved are not, and cannot be used to create clearly established statutory rights or law of which a reasonable person would have known.” Syllabus Point 4, West Virginia Department of Human Services v. David B., next friend of J.B., 251 W. Va. 217, 911 S.E.2d 884 (2024).

ii

WALKER, Justice:

Petitioner Jason Moorhead applied to attend Mountaineer Challenge Academy as an educational alternative to his public high school. During his acclimation period at MCA to test his suitability as a candidate, he was injured after exiting his bunk in an unapproved manner. He was seen by medical personnel and ultimately cleared by those providers to continue participation in the program, but he was discharged from the program for noncompliance. Petitioner sued MCA and the West Virginia Army National Guard alleging, among other things, that they caused his injuries by failing to enforce their mandatory policies in supervising him. Respondents filed a motion to dismiss and later a motion for summary judgment on the basis of qualified immunity, which was granted by the circuit court and affirmed by the Intermediate Court of Appeals. For the reasons discussed below, we affirm.

I. FACTUAL AND PROCEDURAL BACKGROUND In 2015, Petitioner was sixteen years old and applied to MCA, operated by the West Virginia Army National Guard “to meet[] the educational needs of at-risk youth throughout the state.”1 MCA is a voluntary, 22-week “special alternative education

1 W. Va. Code § 15-1B-24(b) (2019).

program” approved under West Virginia Code § 18-2-6 (2019).2 As part of the application process, Petitioner’s mother signed a general power of attorney, health care power of attorney, and voluntary appointment of guardian form. Petitioner’s application was accepted for an “acclimation period” of two weeks where candidates are evaluated for suitability as cadets. On July 12, 2015, the first day of Petitioner’s acclimation period, the cadet candidates were given a safety briefing and introduced to rules, including instruction on the approved method of dismounting from the top bunks in the barracks. On July 17, 2015,3 Petitioner dismounted his bunk in an unapproved manner and felt a pinch in his knee. Based on deposition testimony of Petitioner’s expert, there was a video showing Petitioner and other cadet candidates dismounting the bunks improperly, but not being corrected by any member of the supervising “cadre.”4

The following day, Petitioner reported to a member of the cadre that he was experiencing knee pain and was taken to see a nurse, where he was given crutches. On

2 This code provision was last amended in 2019. Though the parties do not dispute the application of the 2019 version, we note that it has not meaningfully changed for purposes of the issues before us in the previous amendments in 2013 and 2016.

3 Petitioner sought to amend his complaint to clarify, among other things, the timeline as alleged in the complaint that differed in some respects from the deposition testimony and evidence, but ultimately withdrew that motion. We acknowledge the differences between the dates in the complaint and those argued in briefing drawn from deposition testimony, but the circuit court found that the parties generally agreed to the timeline outlined here so we use those dates.

4 The term cadre is used by the parties and in the order and decision on appeal as referring to the supervising officers in charge of the cadet candidates during the acclimation period, so we utilize it as well.

July 20, 2015, Petitioner was again evaluated by a nurse practitioner who placed him on lower-body duty restrictions for three days. On July 22, 2015, Petitioner was re-evaluated by a physician who concluded that he had non-specific complaints of knee pain, and he was returned to full duty. That day, MCA also discharged him from the program. Petitioner’s acclimation reports, all written after he injured his knee on July 17, 2015, were negative and noted that he had little insight when counseled, was reluctant to participate, made excuses, and was unwilling to perform despite being able to do so. After discharge from the program, petitioner graduated from high school in 2017.

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