Lee v. State

682 N.E.2d 576, 1997 Ind. App. LEXIS 895, 1997 WL 393078
CourtIndiana Court of Appeals
DecidedJuly 15, 1997
Docket39A04-9609-CV-394
StatusPublished
Cited by11 cases

This text of 682 N.E.2d 576 (Lee v. State) is published on Counsel Stack Legal Research, covering Indiana Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Lee v. State, 682 N.E.2d 576, 1997 Ind. App. LEXIS 895, 1997 WL 393078 (Ind. Ct. App. 1997).

Opinion

OPINION

RILEY, Judge.

STATEMENT OF THE CASE

Plaintiff-Appellant Elizabeth Lee (“Lee”) appeals from the trial court’s determination that Defendants-Appellees the State of Indiana and the Indiana Department of Transportation (collectively “INDOT”) were immune from liability following Lee’s, wrongful death action on behalf of her deceased daughter Miehaelynn Lee (“the decedent”).

We affirm.

ISSUE

One issue is presented for our review, which we restate as follows: Whether the trial court correctly determined that INDOT was entitled to discretionary function immunity pursuant to the Indiana Tort Claims Act.

FACTS AND PROCEDURAL HISTORY

The incident which gave rise to this lawsuit occurred in the early morning hours of July 2, 1992, on State Road 7 in Wirt, Indiana. The decedent was a passenger in a vehicle traveling north-bound along S.R. 7 near the intersection of County Road 480 North, and the driver failed to successfully negotiate a series of curves located at the Wirt Bridge. 1 The vehicle left the roadway, struck a bridge railing, went over an embankment and struck a utility pole. The seventeen-year-old decedent sustained fatal injuries as a result of the accident.

On February 15,1994, Lee filed a wrongful death complaint on behalf of her deceased daughter. Specifically, Lee averred in her complaint that INDOT was negligent in that it improperly designed and constructed S.R. 7, failed to properly warn motorists of the unreasonably dangerous nature of S.R. 7, failed to maintain S.R. 7 so as to prevent injury to motorists, and failed to eliminate the known dangerous condition of S.R. 7. On May 6,1994, INDOT filed its answer denying all material allegations and raised several affirmative defenses, including governmental immunity pursuant to Ind.Code 34-4-16.5-1 et seq.

INDOT thereafter filed its motion for summary judgment arguing that it was entitled to judgment as a matter of law because it was immune from liability pursuant to the doctrine of discretionary function immunity. Following a hearing on the motion, the trial court granted INDOT’s motion, and summary judgment was entered in its behalf. Lee appeals. Additional facts will be provided as necessary.

DISCUSSION AND DECISION

Lee contends that the trial court erred in granting summary judgment in favor of IN-DOT because INDOT was not immune from liability pursuant to Ind.Code 34-4-16.5-3(6). In reviewing a ruling on a motion for summary judgment, we use the same standard used by the trial court. Lim v. White, 661 N.E.2d 566, 568 (Ind.Ct.App.1996). Summary judgment is appropriate only when the evidentiary matter designated by the parties shows that there is no genuine issue as to any material fact and that the moving party is entitled to judgment as a matter of law. Indiana Compensation Fund v. Anderson, 661 N.E.2d 907, 908 (Ind.Ct.App.1996), trans. denied; Ind. Trial Rule 56(C).

When reviewing summary judgment rulings, we may consider only those portions of the pleadings, depositions, answers to interrogatories, admissions, matters of judicial notice, and any other matters designated to the trial court by the moving party for purposes of the motion for summary judgment. T.R. 56(C), (H); Rosi v. Business Furniture Corp., 615 N.E.2d 431, 434 (Ind.1993). Furthermore, all facts and inferences must be *578 liberally construed in the light most favorable to the non-moving party. Haas Carriage, Inc. v. Berna, 651 N.E.2d 284, 287 (Ind.Ct.App.1995). The party moving for summary judgment bears the burden of making a prima facie showing that there are no genuine issues of material fact and that the movant is entitled to judgment as a matter of law. Hermann v. Yater, 631 N.E.2d 511, 513 (Ind.Ct.App.1994), reh’g denied. Once the movant satisfies this burden, the burden shifts to the non-moving party to produce specifically designated facts showing the existence of a genuine issue. Id. Summary judgment is rarely appropriate in negligence cases. Tibbs v. Huber, Hunt & Nichols, Inc., 668 N.E.2d 248, 249 (Ind.1996).

The section of the Indiana Tort Claims Act upon which INDOT relies provides as follows:

[а] governmental entity or an employee acting within the scope of the employee’s employment is not hable if a loss results from:
(б) the performance of a discretionary function ...

lnd.Code 34-4-16.5-3(6). Whether a governmental entity is immune from liability under section 16.5-3 of the Act is a question of law for the courts. Town of Highland v. Zerkel, 659 N.E.2d 1113, 1118 (Ind.Ct.App.1995), trans. denied. Furthermore, because the Act is in derogation of the common law, it is narrowly construed against the grant of immunity. Id. The party seeking immunity bears the burden of proving that its conduct falls within the Act, and thus is shielded from liability. Id.

Section 16.5-3(6) of the Act was first construed by our supreme court in Peavler v. Bd. of Comm’rs of Monroe County, 528 N.E.2d 40 (Ind.1988). The Pearler court adopted the “planning-operational test.” The standard essentially provides that a governmental entity will not be held liable for negligence arising from decisions which are made at a planning level, as opposed to an operational level. We recently explained the test as follows:

Under the [planning-operational] test, if the decision of the governmental entity was a ‘planning’ activity, that is a function involving the formulation of basic policy characterized by official judgment, discretion, weighing of alternatives, and public policy choices, then the decision is discretionary and immune under I.C. 34-4-16.5-3(6). Government decisions about policy formation which involve assessment of competing priorities, a weighing of budgetary considerations, or the allocation of scarce resources are also planning activities. On the other hand, if the function is ‘operational’, for example decisions regarding only the execution or implementation of already formulated policy, the function is not discretionary under the statute and no immunity attaches.

Voit v. Allen County, 634 N.E.2d 767, 769-70 (Ind.Ct.App.1994), reh’g dismissed, trans. denied.

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Bluebook (online)
682 N.E.2d 576, 1997 Ind. App. LEXIS 895, 1997 WL 393078, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lee-v-state-indctapp-1997.