Matheson v. MARBEC INVESTMENTS, LLC

2007 UT App 363, 173 P.3d 199, 590 Utah Adv. Rep. 21, 2007 Utah App. LEXIS 371, 2007 WL 3287095
CourtCourt of Appeals of Utah
DecidedNovember 8, 2007
DocketCase No. 20060543-CA
StatusPublished
Cited by4 cases

This text of 2007 UT App 363 (Matheson v. MARBEC INVESTMENTS, LLC) is published on Counsel Stack Legal Research, covering Court of Appeals of Utah primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Matheson v. MARBEC INVESTMENTS, LLC, 2007 UT App 363, 173 P.3d 199, 590 Utah Adv. Rep. 21, 2007 Utah App. LEXIS 371, 2007 WL 3287095 (Utah Ct. App. 2007).

Opinion

OPINION

DAVIS, Judge:

1 1 Plaintiffs Wesley A. Matheson and Lois Matheson appeal the trial court's grant of summary judgment in favor of Defendant *201 Marbec Investments, LLC dba Elmwood Apartments, LLC. We affirm.

BACKGROUND

T2 Defendant purchased the Elmwood Apartments complex in May 2000. The complex had been built fifteen years prior, and there had been no structural changes since. Herbert Trayner, a principal of Defendant and a licensed general contractor, performed physical inspections of the complex on several occasions. These inspections included climbing the stairs several times and jumping up and down on the stairs to test their stability. As part of the purchase process, Defendant also hired an MAI appraiser 1 to inspect the complex. In the course of his inspection, the appraiser did not find any flaws or defects in the stairs of the complex.

T3 Less than one year later, in February 2001, Plaintiffs were helping their son and daughter-in-law move out of an apartment located in the Elmwood complex. As Mr. Matheson was helping to carry a couch from the apartment and down a set of exterior stairs, a stair gave way and he fell to the ground. As a result of the fall, he sustained several injuries. Plaintiffs then filed suit against Defendant, claiming damages of $60,000 for medical expenses, $30,000 in lost wages, and loss of consortium suffered by Ms. Matheson. '

T4 At the close of discovery, Defendant filed a motion for summary judgment. After response and oral argument, the trial court granted Defendant's motion. In its decision, the trial court concluded that "the undisputed evidence clearly establishe[d] that Defendant had no notice of the problem with the stairs, actual or constructive." Plaintiffs now appeal.

ISSUES AND STANDARD OF REVIEW

T5 Plaintiffs contend that the trial court erred in granting summary judgment, arguing that there was an issue of material fact as to whether Defendant had constructive notice of the defect in the stairs. See generally Utah R. Civ. P. 56(c) (allowing summary judgment only when there is "no

genuine issue as to any material fact and ... the moving party is entitled to a judgment as a matter of law"). Plaintiffs additionally argue that summary judgment was improper because they should have been allowed to rely on the doctrine of res ipsa loquitur to avoid having to show constructive notice of the stair defect. "In the context of a summary judgment motion, which presents a question of law, we employ a correctness standard and view the facts and all reasonable inferences drawn therefrom in the light most favorable to the non-moving party." Dowling v. Bullen, 2004 UT 50, ¶ 7, 94 P.3d 915. Further, we recognize that "because negligence cases often require the drawing of inferences from the facts, which is properly done by juries rather than judges, 'summary judgment is appropriate in negligence cases only in the clearest instances.'" Nelson v. Salt Lake City, 919 P.2d 568, 571 (Utah 1996) (quoting Dwiggins v. Morgan Jewelers, 811 P.2d 182, 183 (Utah 1991)).

ANALYSIS

I. Constructive Notice

16 This case is one in which "[Dle-fendant did not create the unsafe condition, and is responsible for it only in the context of maintenance, not for its existence in the first place." Goebel v. Salt Lake City S. R.R. Co., 2004 UT 80, ¶ 20, 104 P.3d 1185 (internal quotation marks omitted). In such a situation,

"fault cannot be imputed to the defendant so that Hability results therefrom unless two conditions are met: (A) that he had knowledge of the condition, that is, either actual knowledge, or constructive knowledge because the condition had existed long enough that he should have discovered it; and (B) that after such knowledge, sufficient time elapsed that in the exercise of reasonable care he should have remedied it."

Id. 119 (quoting Schnuphase v. Storehouse Mkts., 918 P.2d 476, 478 (Utah 1996). The trial court determined that the first condition had not been met under the facts of this *202 case-LiLe., that Plaintiffs' evidence did not create an issue of fact regarding Defendant's knowledge of the stair defect-and granted summary judgment on this basis.

T7 Plaintiffs concede that Defendant did not have actual notice of the defect in the stairs, but Plaintiffs argue that their evidence created an issue of fact regarding whether Defendant had constructive notice of the condition. Constructive notice is "where information or knowledge of a fact is imputed to a person by law 'because he could have discovered the fact by proper diligence, and his situation was such as to cast upon him the duty of inquiring into it.'" In re Discipline of Sonnenreich, 2004 UT 3, ¶ 22 n. 9, 86 P.3d 712 (quoting Black's Law Dictionary 733 (6th ed.1991)); see also Meyer v. General Am. Corp., 569 P.2d 1094, 1097 (Utah 1977) ("Constructive notice can occur when cireum-stances arise that should put a reasonable person on guard so as to require further inquiry on his part."). Thus, Plaintiffs argue, and Defendant does not disagree, that because of the age of the complex and the nature of the stairs, Defendant was under a duty to inquire into the safety condition of the stairs, along with the condition of the remainder of the apartment complex. But Defendant did just that. After Trayner's initial inspections, Defendant hired an MAI appraiser to perform a complete inspection of the complex, which inspection found nothing of concern with the stairs. We agree with Defendant that in the absence of some other indication that there was a problem with the stairs, the inspections performed were completely reasonable under these cireumstances and satisfied Defendant's duty of proper diligence.

T8 Plaintiffs agree that such actions may be sufficient when dealing with an average purchaser. But Plaintiffs argue that we should apply a higher duty here and that a more thorough inspection should have been required because Defendant was in the business of buying properties and because Defendant's principal, Trayner, was a licensed contractor. Plaintiffs also argue that an increased sensitivity to the stair integrity was necessary because the stair treads were wood wrapped in carpet, the stairs were exposed to the elements, and the stairs were of unique design. 2 Plaintiffs claim that in such a situation, Defendant had a higher duty, requiring Trayner to "verify whether or not the stair tread fit into the pock[ets] on the stair stringers" and to "inspect the general condition of the wood."

T 9 In Mitchell v. Christensen, 2001 UT 80, 31 P.3d 572, the Utah Supreme Court stated that "in determining what constitutes reasonable care in the discovery of defects, the proper standard is whether the defect would be apparent to ordinary prudent persons with like experience, not to persons with specialized knowledge in the field of construction or real estate." Id. 112.

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Bluebook (online)
2007 UT App 363, 173 P.3d 199, 590 Utah Adv. Rep. 21, 2007 Utah App. LEXIS 371, 2007 WL 3287095, Counsel Stack Legal Research, https://law.counselstack.com/opinion/matheson-v-marbec-investments-llc-utahctapp-2007.