McMichael, T. v. McMichael, M. & P&J Const, Aplts.

Supreme Court of Pennsylvania·Decided November 18, 2020·No. 50 WAP 2019·Published

Opinion

[J-25AB-2020]

IN THE SUPREME COURT OF PENNSYLVANIA WESTERN DISTRICT

SAYLOR, C.J., BAER, TODD, DONOHUE, DOUGHERTY, WECHT, MUNDY, JJ.

TINA MCMICHAEL, INDIVIDUALLY AND : No. 50 WAP 2019 AS EXECUTRIX OF THE ESTATE OF : SETH W. MCMICHAEL, DECEASED : Appeal from the Order of the : Superior Court entered April 15, : 2019 at No. 721 WDA 2018, v. : affirming in part and reversing part : the Judgment of the Court of : Common Pleas of Beaver County MICHELLE J. MCMICHAEL, EXECUTRIX : entered May 7, 2018 at No. 11370- OF THE ESTATE OF PETER D. : 2013 and remanding. MCMICHAEL, DECEASED; JANICE : MCMICHAEL; P&J CONSTRUCTION AND : SUBMITTED: April 16, 2020 LANDSCAPE NURSERY LLC; AND : MARKWEST ENERGY PARTNERS, L.P. :

:

:

APPEAL OF: MICHELLE J. MCMICHAEL, : EXECUTRIX OF THE ESTATE OF PETER : D. MCMICHAEL, DECEASED, AND P&J : CONSTRUCTION AND LANDSCAPE : NURSERY LLC :

TINA MCMICHAEL, INDIVIDUALLY, AND : No. 51 WAP 2019 AS EXECUTRIX OF THE ESTATE OF : SETH W. MCMICHAEL, DECEASED, : Appeal from the Order of the : Superior Court entered April 15, Appellee : 2019 at No. 795 WDA 2018, : affirming in part and reversing part : the Judgment of the Court of v. : Common Pleas of Beaver County : entered May 7, 2018 at No. 11370-

: 2013 and remanding.

MICHELLE J. MCMICHAEL, EXECUTRIX : OF THE ESTATE OF PETER D. : SUBMITTED: April 16, 2020 MCMICHAEL, DECEASED, AND P&J : CONSTRUCTION AND LANDSCAPE : NURSERY LLC, :

:

Appellants :

OPINION

JUSTICE TODD DECIDED: NOVEMBER 18, 2020 In this appeal by allowance, we consider whether the trial court abused its

discretion in denying a motion for a new trial following a jury award of zero dollars in damages in a wrongful death action. Upon review, we conclude that the trial court erred in denying a new trial with respect to the non-economic damages award,1 and, therefore, we affirm in part and reverse in part the Superior Court’s decision remanding for a new trial, limiting the new trial on remand to non-economic damages.

Peter McMichael and his wife, Janice McMichael, entered into a lease with MarkWest Energy Partners, LP (hereinafter “MarkWest”) whereby MarkWest was to install a natural gas pipeline on the McMichaels’ property in Beaver County, Pennsylvania. The lease required MarkWest to hire P&J Construction and Landscaping Nursery, LLC (hereinafter “P&J”), which was owned by the McMichaels, to perform the tree clearing on the property in preparation for the installation of the pipeline. Peter McMichael, on behalf of P&J, hired his 51-year-old nephew, Seth McMichael (hereinafter, “Decedent”); Decedent’s son, David; and another individual, Michael Hudak, all of whom were familiar with the process of tree removal, to assist in clearing the trees on the property. On January 25, 2013, while Peter McMichael was supervising the tree clearing process, he simultaneously was using a bulldozer to clear an access road. As a result, Peter would periodically turn his back to the tree cutters. At a time when Peter’s back was turned, a tree cut by Hudak split and fell towards Decedent, striking him from behind and killing him.

On August 30, 2013, Tina McMichael, Decedent’s widow and executrix of his estate (hereinafter, “Wife”), filed a wrongful death and survival action on behalf of herself,

1 As discussed infra, wrongful death damages may include both economic and non- economic damages.

individually, and on behalf of Decedent’s estate, against Peter McMichael, Janice McMichael, P&J, and MarkWest, raising claims of premises liability, negligence, and negligent supervision.2 At a jury trial, Wife presented the testimony of an economic expert, Dr. William Houston Reed, who calculated Decedent’s projected lost income at various ages. Wife also testified that Decedent had performed home repairs, mowed the lawn, did 80% of the cooking, and drove her to work in inclement weather. She stated that, as a result of her husband’s death, she was unable to service the furnace, and had to work overtime in order to pay bills. Notably, however, neither the economic expert, nor Wife herself, proffered an estimated value of the loss of these household contributions by Decedent, nor did Wife offer any evidence as to the cost of hiring someone to perform these tasks.

The jury awarded Wife, as executrix of Decedent’s estate, $225,000 in survival damages, which was reduced to $135,000 to reflect the jury’s finding that Decedent was 40% negligent, and, of particular import in this appeal, zero dollars in wrongful death damages.3 Wife sought a new trial on her claims for wrongful death and survival damages, and P&J sought judgment notwithstanding the verdict, or a new trial on liability. With regard to Wife’s motion, and relevant to the instant appeal, the trial court concluded, inter alia, that Wife failed to present sufficient evidence of the value of her economic and non-economic loss for wrongful death damages and, thus, the jury was free to award zero dollars in damages on the wrongful death claim. Specifically, with regard to the evidence of economic loss, the court stated:

2 The trial court dismissed the complaint against Janice McMichael following preliminary objections, and Wife settled with MarkWest prior to trial. Peter McMichael, David McMichael, and Michael Hudak all died prior to trial. 3 The verdict slip contained separate lines for the jury to record the amount of economic

and non-economic damages; the jury indicated “$0” on both lines.

Unlike the evidence presented in [Kiser v. Schulte, 648 A.2d 1 (Pa. 1994)], in which the economic expert provided a specific range of value of the services provided by the decedent, [Wife’s] expert in this case, Dr. William Houston Reed, did not present any testimony on the value of any services provided by [Decedent]. Moreover, there was absolutely no testimony with regard to the amounts that [Decedent] contributed to his family during his lifetime. The only thing that Dr. Reed testified to was a reduction in the amount of economic loss under the Survival Act for lost wages based upon personal maintenance for [Decedent]

himself. . . .

The only testimony offered with regard to services provided to the family came from [Wife], who testified that [Decedent] performed repairs around the house such as cutting grass and did other projects around the house such as building a grape arbor for her on Mother’s Day. There was no testimony whatsoever as to a value for these services, nor was there any testimony as to the amount of costs associated with these services or projects. In fact, there was nothing that the jury had to accept, and the jury was free to reject this testimony under the case law set forth above because it was not definite. No one testified as to any economic contributions that [Decedent] provided to his family.

Trial Court Opinion, 4/19/18, at 21-22.

Cognizant that a spouse may also recover wrongful death damages for non-

economic loss, which includes loss of companionship, comfort, society, guidance, solace, and protection, as well as loss of consortium, see Spangler v. Helm’s New York- Pittsburgh Motor Express, 153 A.2d 490, 492 (Pa. 1959), the trial court noted that, although Wife testified “that she had a good marriage with [Decedent], which lasted from 1982 to the time of his death in 2012,” Wife “barely touched upon their actual relationship and what they did in their time spent together during her testimony.” Trial Court Opinion, 4/19/18, at 23. Explaining that it found “no evidence of unfairness, mistake, partiality, prejudice, corruption or the like that requires disregarding the jury’s rejection of the claim for non-economic damages,” the court denied Wife’s motion for a new trial. The trial court

also denied P&J’s post-trial motions, and the parties cross-appealed to the Superior Court.

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McMichael, T. v. McMichael, M. & P&J Const, Aplts., (Pa. 2020).

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