Johnson v. Clark Equipment Company

547 P.2d 132, 274 Or. 403, 1976 Ore. LEXIS 885
CourtOregon Supreme Court
DecidedMarch 18, 1976
StatusPublished
Cited by35 cases

This text of 547 P.2d 132 (Johnson v. Clark Equipment Company) is published on Counsel Stack Legal Research, covering Oregon Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Johnson v. Clark Equipment Company, 547 P.2d 132, 274 Or. 403, 1976 Ore. LEXIS 885 (Or. 1976).

Opinions

[405]*405HOWELL, J.

This is a products liability case in which plaintiff seeks to recover damages for injuries he sustained while operating a forklift truck manufactured and designed by defendant Clark Equipment Company and sold to plaintiff’s employer by defendant Topline Equipment Co. Plaintiff appeals from a jury verdict for defendants.

Plaintiff assigns as error the giving of certain instructions relating to the concept of strict liability as well as those concerning assumption of risk. The plaintiff also assigns as error the court’s failure to give his requested instructions on those issues.

Plaintiff was employed as a forklift operator at the Warrenton Lumber Company in Warrenton. His job entailed moving bundles of lumber about the Warren-ton plant. Because of his various responsibilities, the job was a rather hectic one. The accident occurred on June 24, 1971, shortly after plaintiff’s shift began and while he was engaged in feeding the random planer. Plaintiff was in a hurry and was carrying two banded bundles of 2 x 4’s which were to be placed on the chains leading into the planer. Before the bundles could be placed on the chains, it was necessary to cut the metal bands around them. Normally, these bands were cut either by the forklift driver himself or by another Warrenton employee. On the day of the accident, plaintiff had no one to help him by cutting the bands. Although he normally dismounted his machine and moved to the front to cut the bands, on this occasion plaintiff remained in the cab of the forklift and reached through the uprights with the cutters. While he was cutting the bands, his body came in contact with the ascent/descent lever controlling the movement of the forks. The forklift carriage descended and severed his arms just below the elbows.

Essentially, the forklift consists of a cab attached to uprights along which the forks are raised and lowered. [406]*406The uprights consist of inner and outer masts: the inner mast is hydraulically raised and lowered within the outer mast. The forks themselves are attached to a chain and sprocket device which causes them to follow the movements of the inner mast. Each mast is tied together at various points with horizontal crossbars. As the inner mast moves within the outer mast, the crossbars of the inner mast pass within 3/8 of an inch of the crossbars of the outer mast. At the time of the accident, plaintiff’s arms were between the uprights, and, as the forks descended, the horizontal crossbars of the inner mast sheared plaintiff’s arms against the crossbars of the outer mast and severed them.

The ascent/descent lever which caused the inner mast to descend when plaintiff’s body came in contact with it is one of three levers controlling the movement of the forks. These levers are located at the front of the cab and to the right of the steering wheel. The ascent/descent lever is the nearest of the three to the steering wheel. The operator pushes this lever forward to raise the forks and pulls it back to lower them. Once the lever is released, a spring device returns it to a neutral position. Whenever the ascent/descent lever returns to a neutral position, the movement of the inner mast and forks ceases, and the load remains in mid-air.

In his complaint, plaintiff alleged faulty design and manufacture of the forklift. He charged that the forklift was defective and unreasonably dangerous in that (a) the uprights and cross members were positioned in a manner which allowed them to sever plaintiff’s arms; (b) no guard or screen was placed between the cab and the uprights; (c) the ascent/descent lever was located so as to permit the operator’s body to unintentionally come in contact with it; (d) the lever was not designed to remain in a neutral position until manually released; and (e) no adequate signs were included to warn the operator of the dangers posed by the machine. At the trial, there was conflicting evidence as to each of these alleged defects as well as to their combined effect.

[407]*407 As a preliminary matter, we note defendants’ contention that any error committed in the instructions given concerning the concept of strict liability and the defense of assumption of risk was harmless because defendants’ motions for a directed verdict and for an involuntary nonsuit should have been granted. In Roach v. Kononen/Ford Motor Co., 269 Or 457, 525 P2d 125 (1974), we recently outlined several of the factors which the court should consider before submitting a design defect case to the jury.1 Applying that criteria to the conflicting evidence presented in this case, we believe that there was a jury question as to the existence of the alleged defects and as to whether such defects rendered the forklift dangerously defective.

Plaintiff presented substantial, credible evidence indicating that (a) the machine’s cautionary warnings were inadequate; (b) a wire screen should have been placed across the uprights to physically prevent an operator from coming in contact with the moving crossbars and rollers of the carriage; (c) the crossbars should have been positioned differently so as to lessen [408]*408the danger of injury; (d) the control levers were inadequately guarded so as to prevent accidental movement; and (e) the combination of these factors made the machine potentially hazardous and constituted a design defect.2 Defendants, in turn, presented their own testimony which conflicted with much of plaintiff’s evidence.

Applying the criteria set forth in Roach, we do not believe that this conflicting evidence can be conclusively resolved so as to avoid the necessity of a jury verdict as to whether this forklift was dangerously defective. See also Phillips v. Kimwood Machine Co., 269 Or 485, 498-501, 525 P2d 1033 (1974); compare Askew v. Howard-Cooper Corp., 263 Or 184, 502 P2d 210 (1972). Similarly, we do not believe that the defendants established their affirmative defense of assumption of risk as a matter of law. There is evidence in the record that the plaintiff never actually knew or appreciated the danger presented by the alleged defects. Moreover, there is evidence that his decision to encounter the danger was not unreasonable. Consequently, the trial court’s denial of defendants’ motions was proper.

[409]*409Concerning the issues raised by plaintiff in this appeal, we will discuss only those assignments of error which relate to the assumption of the risk defense since our dispositon of that issue makes consideration of plaintiff’s other assignments of error unnecessary.3

The concept of assumption of risk in a products liability case differs somewhat from the traditional tort doctrine of assumption of risk. Accordingly, in Findlay v. Copeland Lumber Co., 265 Or 300, 509 P2d 28 (1973), we adopted the definition of assumption of risk for products liability cases which is contained in Comment n to § 402A of the Restatement of Torts 2d (1965).4 In contrast to the more traditional defense which includes only two elements — subjective knowledge and voluntary encounter — Comment n sets forth three elements which must be shown before the plaintiff can be barred from recovery. The defendant must show, first, that the plaintiff himself

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Bluebook (online)
547 P.2d 132, 274 Or. 403, 1976 Ore. LEXIS 885, Counsel Stack Legal Research, https://law.counselstack.com/opinion/johnson-v-clark-equipment-company-or-1976.