Loera v. Stellar HVAC, LLC

CourtDistrict Court, E.D. North Carolina
DecidedJuly 24, 2025
Docket5:24-cv-00207
StatusUnknown

This text of Loera v. Stellar HVAC, LLC (Loera v. Stellar HVAC, LLC) is published on Counsel Stack Legal Research, covering District Court, E.D. North Carolina primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Loera v. Stellar HVAC, LLC, (E.D.N.C. 2025).

Opinion

\IN THE UNITED STATES DISTRICT COURT FOR THE EASTERN DISTRICT OF NORTH CAROLINA WESTERN DIVISION

NO. 5:24-CV-207-FL

FRANCES VALENCIANO LOERA as ) Administrator of the Estate of ) GUADALUPE VAZQUEZ-ALVARADO ) ) Plaintiff, ) ) ORDER v. ) ) STELLAR HVAC, LLC, ) ) Defendant. )

- - - - -

) STELLAR HVAC, LLC, ) ) Third-Party Plaintiff, ) ) v. ) ) HVAC ANTELE SERVICE LLC, ) ) Third-Party Defendant. ) )

This matter is before the court upon motions for summary judgment filed by 1) plaintiff Frances Valenciano Loera as Administrator of the Estate of Guadalupe Vazquez-Alvarado against defendant Stellar HVAC, LLC (sometimes “Stellar”) (DE 39); 2) defendant against plaintiff (DE 45); and 3) third-party defendant HVAC Antele Service, LLC (sometimes “Antele”) against defendant (DE 49). STATEMENT OF THE CASE Plaintiff initiated this tort action by complaint filed in Wayne County Superior Court on February 16, 2024, removed to this court April 5, 2024. Plaintiff asserts claims for negligence and wrongful death arising out of a forklift accident. On August 6, 2024, defendant filed third-party complaint against Antele, seeking indemnity under a contract between these parties.

Plaintiff filed motion for summary judgment March 6, 2025, with reliance upon expert report, various parties’ discovery materials, state investigatory report about the accident, and deposition of defendant’s Rule 30(b)(6) representative. Defendant and third-party defendant Antele filed their respective motions March 31, 2025. Defendant relies upon subcontracts involved in this case, fire department and medical examiner’s reports, depositions of various parties including plaintiff and its own Rule 30(b)(6) representative, and sworn testimony of Antele’s principal. Third-party defendant Antele relies upon the same materials, as well as a photograph of the forklift in question and workers’ compensation settlement agreement. Various additional discovery materials and other materials related to the incident, including decedent’s death

certificate, also have come into the record before the court. STATEMENT OF FACTS A. Cross-Motions Between Plaintiff and Defendant Former defendant Hathaway Construction Services, Inc. (“Hathaway”) 1 was general contractor for a 312-unit apartment complex constructed in Union County, North Carolina named

1 The parties attempted to dismiss Hathaway by stipulation on May 15, 2025. However, this filing failed to comply with Federal Rule of Civil Procedure 41, in that it did not contain the signature of all parties that have appeared. Fed. R. Civ. P. 41(a)(1)(A)(ii). The parties rectified this error on July 23, 2025. (Stipulation of Dismissal (DE 82)). The court has reformed the caption to reflect the dismissal. “Exchange at Indian Trail.” (the “Project”). (Defendant’s Resp. SMF (DE 67) ¶ 1).2 Defendant was the heating, ventilation, and air conditioning (“HVAC”) subcontractor on the Project, under terms of a subcontract between Hathaway and defendant. (Pl’s SMF (DE 41) ¶ 1). Defendant contracted with Antele to provide labor for HVAC work. (Id.). Third-party defendant Antele employed Guadalupe Vasquez-Alvarado (“decedent”). (Id.). On April 27, 2023, decedent and a

wooden box fell from an elevated height from a forklift together, and the wooden box fell upon decedent’s head, killing him. (Id. ¶ 2). The forklift was operated by an employee of defendant named Brian Gramenz (“Gramenz”). (Id. ¶ 3). Gramenz was defendant’s jobsite foreman. (Id. ¶ 4). The North Carolina Department of Labor Occupational Safety and Health Division (“OSH”) investigated the accident and issued four citations against defendant: 1) “Violation: serious . . . employer did not ensure that each powered industrial truck operator was competent to operate a powered industrial truck safely, as demonstrated by the successful completion of the training and evaluation specified in this paragraph”; 2) “Violation: serious . . . front-end loaders

and similar pieces of equipment were used to support scaffold platforms without being specifically designed by the manufacturer for such use”; 3) “Violation: serious . . . scaffolds were not designed by a qualified person”; and 4) “Violation: serious . . . employer used forklifts to support scaffold platforms without ensuring that the entire platform was attached to the fork and that the fork was not moved horizontally while the platform was occupied.” (Id. ¶ 5). Defendant’s Rule 30(b)(6) representative testified that the forklift was used improperly to transport a person. (Id. ¶ 6). Defendant settled these violations with OSH, and paid a fine. (Id. ¶

2 Only defendant’s response to plaintiff’s statement of material facts includes the context of the project. The court recounts this context purely for background purposes, and does not deem this fact admitted or otherwise rely upon it in resolving issues now before it. 7; Def’s Resp. SMF § 7). Defendant does not dispute that it was improper for Gramenz to operate the forklift with a passenger on it, that doing so violated defendant’s training, and that Gramenz’s actions were improper and unsafe. (Id. §] 8-9; Def?s Resp. SMF fj 8—9). B. Third-Party Defendant’s Motion Against Defendant An indemnity provision exists in the contract between Stellar and its subcontractor Antele (Antele SMF (DE 58) § 1). It reads: 11. Indemnity. Subcontractor agrees to defend, indemnify, hold harmless and exonerate Stellar HVAC, its surety, and the Builder, the Owner and each of their respective officers, directors, employees, (hereinafter “Indemnitees”) to the fullest extent allowed by law from any and all liabilities, claims, lawsuits, arbitrations, fines, or other charges for any property damages, personal injury or economic losses (hereafter “Claims"), which are caused in whole or in part by Subcontractor its employees and agents. This Indemnity Agreement shall extend to and include the full amount of all Claims whether or not caused in part by Indemnitees, except that Subcontractor shall not be liable under this Indemnity Agreement for Claims directly caused by or resulting from the sole fault or gross negligence of Indemnitees. Subcontractor acknowledges consideration for his Indemnification Agreement of Ten ($10.00) Dollars of the contract price. The Subcontractor’s obligations under this indemnity agreement shall not exceed $1,000,000.00, (Antele Subcontract (DE 51-1) 4). Antele was an independent contractor and not an employee or agent of defendant. (Antele SMF § 2). Decedent was an employee of third-party defendant Antele, and Gramenz was an employee of defendant Stellar who at all times acted within the scope of his employment. (Id. 9 3-4). At time of decedent’s death, Gramenz was jobsite foreman whose role was to manage the jobsite, operate a forklift to help move material from suppliers’ trucks, and coordinate with the general contractor and subcontractors. (Id. § 5; Defendant’s SMF (DE 70) § 5). At time of decedent’s death, Gramenz was operating a forklift with a wooden box, made of siding and wood and used to hold construction debris, located on its forks, to lift decedent up to materials located on top of an eight-foot tall storage container. (Antele SMF 4 6; Moore Dep. (DE 56-5) 30:17-24, 31:17-32:11). It is undisputed that Gramenz was not authorized to operate a forklift for any

purpose except to move material off of suppliers’ trucks, (Defendant’s SMF (DE 70) ¶ 6), and that such actions were unsafe and in violation of Gramenz’s training. (Id. ¶ 7). COURT’S DISCUSSION A. Standard of Review Summary judgment is appropriate where “the movant shows that there is no genuine

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Loera v. Stellar HVAC, LLC, Counsel Stack Legal Research, https://law.counselstack.com/opinion/loera-v-stellar-hvac-llc-nced-2025.