Katherine Baumel v. Society Insurance

CourtCourt of Appeals of Wisconsin
DecidedDecember 21, 2021
Docket2020AP001610
StatusUnpublished

This text of Katherine Baumel v. Society Insurance (Katherine Baumel v. Society Insurance) is published on Counsel Stack Legal Research, covering Court of Appeals of Wisconsin primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Katherine Baumel v. Society Insurance, (Wis. Ct. App. 2021).

Opinion

COURT OF APPEALS DECISION NOTICE DATED AND FILED This opinion is subject to further editing. If published, the official version will appear in the bound volume of the Official Reports. December 21, 2021 A party may file with the Supreme Court a Sheila T. Reiff petition to review an adverse decision by the Clerk of Court of Appeals Court of Appeals. See WIS. STAT. § 808.10 and RULE 809.62.

Appeal No. 2020AP1610 Cir. Ct. No. 2018CV36

STATE OF WISCONSIN IN COURT OF APPEALS DISTRICT III

KATHERINE BAUMEL,

PLAINTIFF-APPELLANT,

UNITED STATES OF AMERICA DEPARTMENT OF HEALTH AND HUMAN SERVICES, STATE OF WISCONSIN DEPARTMENT OF HEALTH SERVICES AND GROUP HEALTH COOPERATIVE OF EAU CLAIRE,

INVOLUNTARY-PLAINTIFFS,

V.

SOCIETY INSURANCE, A MUTUAL COMPANY, MICHAEL P. FREAR A/K/A MICHAEL PAUL FREAR, KARI J. FREAR F/K/A KARI J. SCHREIBER-FREAR AND DEER TAIL LODGE, LLC,

DEFENDANTS-RESPONDENTS,

HEALTH TRADITIONS,

DEFENDANT. No. 2020AP1610

APPEAL from an order of the circuit court for Rusk County: STEVEN P. ANDERSON, Judge. Affirmed.

Before Stark, P.J., Hruz and Gill, JJ.

¶1 STARK, P.J. Katherine Baumel sued Michael Frear, Kari Frear, and Deer Tail Lodge, LLC (collectively, “the Lodge”), along with the Lodge’s insurer, after she tripped and fell on the Lodge’s property. The circuit court granted summary judgment in favor of the Lodge, concluding Baumel’s claims were barred by the recreational immunity statute, WIS. STAT. § 895.52 (2019-20).1 Baumel argues the court erred because she was not engaged in a recreational activity at the time of her fall. Alternatively, she argues there is a genuine issue of material fact as to whether the “profit” exception to recreational immunity applies. We reject these arguments and affirm.

BACKGROUND

¶2 The Lodge owned a piece of property south of Ladysmith, Wisconsin, where it hosted weddings and special events.2 The Lodge’s property included a main building, where the events were held, with an attached outdoor bar. The property also included a number of powered and unpowered campsites, which the Lodge offered for rent only during weddings and other events.

1 All references to the Wisconsin Statutes are to the 2019-20 version unless otherwise noted. 2 Deer Tail Lodge, LLC, owned the property in question. Michael Frear and his wife, Kari Frear, were the sole members of the LLC.

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¶3 The Lodge hosted a three-day music festival on its property from June 4 to 6, 2015. Each day of the festival, seven or eight bands performed in an outdoor area of the Lodge’s property. Approximately 200 people attended the 2015 music festival, each paying around $20 to $25 for a weekend pass. Attendees could also choose to camp at the Lodge’s property during the festival, paying an additional fee to rent a campsite. The campground portion of the property was separated by a snow fence from the part of the property where the music festival took place.

¶4 Baumel attended the 2015 music festival and rented a powered campsite for the weekend. On the evening of June 5, Baumel left the music festival portion of the property and returned to her camper to retrieve a sweatshirt. She remained at the camper for about twenty minutes, and while there she drank a soft drink and showed the camper to an individual who was interested in purchasing it. Thereafter, while walking back to the area where the band was playing, but while still within the campground portion of the property, Baumel tripped on a clump of dirt and fell, injuring her arm.

¶5 Baumel subsequently filed the instant lawsuit against the Lodge, asserting negligence claims and alleging a violation of the safe place statute. The Lodge moved for summary judgment, arguing that Baumel’s claims were barred by the recreational immunity statute. Specifically, the Lodge alleged that Baumel was engaged in one of the recreational activities specifically listed in the statute on the day in question—i.e., camping—and that her walking across the campground to and from her camper was “inextricably connected” to her camping activity.

¶6 The Lodge also argued that the profit exception to recreational immunity did not apply because the record showed that the Lodge did not make

3 No. 2020AP1610

more than $2,000 during the year 2015 from campsite rentals. In support of that argument, the Lodge submitted an unsigned, unnotarized affidavit of Michael Frear.3

¶7 Frear averred that the Lodge began operating the campground portion of its business in 2015, that it rented the campsites only during special events, and that campground usage in 2015 was “extremely limited.” Frear further averred that the Lodge’s campground had ten powered campsites, that the rest of the sites were unpowered, and that the Lodge charged $35 per weekend for the unpowered sites and $55 per weekend for the powered sites. Frear averred that there were “at most 30 campsites rented for the weekend of the music festival” in 2015, and “[t]he only other campsite rentals during 2015 were at a wedding event where three campsites were rented.” Frear also averred that although the Lodge “did not keep written records related to campsite rentals, the total gross revenue from the campgrounds for [2015] was less than $2,000.00.”

¶8 Baumel opposed summary judgment, arguing that the Lodge was not entitled to recreational immunity because “Baumel’s act of walking[] in the dark to get a sweater during a music festival” was not a recreational activity under the statute. In the alternative, Baumel argued there was at least a genuine issue of material fact as to whether the profit exception to recreational immunity applied. Baumel also argued that the circuit court should ignore Frear’s affidavit when analyzing the profit exception because the affidavit was not signed or notarized.

3 In the affidavit, which was filed with the circuit court on April 17, 2020, Frear averred that he was “unable to have this affidavit executed before a notary public at this time due to concerns regarding Covid-19 exposure, but will have it executed as soon as it is advisable to do so.”

4 No. 2020AP1610

¶9 Frear later submitted a second, identical affidavit that was both signed and notarized. After a subsequent hearing on the Lodge’s summary judgment motion, the circuit court granted the Lodge’s motion in an oral ruling, concluding that the Lodge was entitled to recreational immunity. The court reasoned that at the time of her fall, Baumel had “left the music venue … for an activity which was linked to her camping.” The court also stated the “uncontroverted evidence” showed that the Lodge “earned less than th[e] threshold amount … for recreational use immunity.” The court later entered a written order dismissing Baumel’s claims against the Lodge, and Baumel now appeals.4

DISCUSSION

¶10 We independently review a grant of summary judgment, using the same methodology as the circuit court. Kautz v. Ozaukee Cnty. Agric. Soc’y, 2004 WI App 203, ¶8, 276 Wis. 2d 833, 688 N.W.2d 771. Summary judgment is appropriate when “the pleadings, depositions, answers to interrogatories, and admissions on file, together with the affidavits, if any, show that there is no genuine issue as to any material fact and that the moving party is entitled to a judgment as a matter of law.” WIS. STAT. § 802.08(2). When reviewing a grant of summary judgment, we view the facts in the light most favorable to the nonmoving party. CED Props., LLC v. City of Oshkosh, 2018 WI 24, ¶19, 380 Wis. 2d 399, 909 N.W.2d 136. Where the facts are undisputed, whether a party is

4 We note that the Lodge uses party designations, rather than party names, throughout its appellate brief. Baumel also refers to the Lodge by its party designation, rather than by name.

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Bluebook (online)
Katherine Baumel v. Society Insurance, Counsel Stack Legal Research, https://law.counselstack.com/opinion/katherine-baumel-v-society-insurance-wisctapp-2021.