Quattlebaum v. Hy-Reach Equipment Inc.

453 So. 2d 578
CourtLouisiana Court of Appeal
DecidedMay 30, 1984
Docket83 CA 0713, 83 CA 0714
StatusPublished
Cited by9 cases

This text of 453 So. 2d 578 (Quattlebaum v. Hy-Reach Equipment Inc.) is published on Counsel Stack Legal Research, covering Louisiana Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Quattlebaum v. Hy-Reach Equipment Inc., 453 So. 2d 578 (La. Ct. App. 1984).

Opinion

453 So.2d 578 (1984)

Milton E. QUATTLEBAUM
v.
HY-REACH EQUIPMENT INC., Et. Al.
Don A. INGRAM
v.
HY-REACH EQUIPMENT, Et. Al.

Nos. 83 CA 0713, 83 CA 0714.

Court of Appeal of Louisiana, First Circuit.

May 30, 1984.
Writs Denied October 26, 1984.

*580 Robert F. Kennon, Jr., Baton Rouge, for Milton E. Quattlebaum.

Marvin F. Gahagan, Natchitoches, for Don A. Ingram.

Gerald L. Walter Jr. and Vincent P. Fornias, Baton Rouge, for J.L.G. Industries Inc. and Hartford Acc. & Indem.

Paul Marks, Jr., Baton Rouge, for Hy-Reach Equipment Inc.

Before SHORTESS, LANIER and CRAIN, JJ.

LANIER, Judge.

These are suits for damages in tort asserting causes of action in strict (products) liability. The plaintiffs, Milton E. Quattlebaum and Don A. Ingram, contend that they were injured when a self-propelled aerial work platform overturned. The platform was manufactured by JLG Industries, Inc. (JLG), owned by Hy-Reach Equipment, Inc. (Hy-Reach) and leased by plaintiffs' employer, Eltek, Inc. (Eltek). The platform was transported to the Eltek jobsite by Nichols Construction Company, Inc. (Nichols). The liability insurer of Hy-Reach was United States Fidelity and Guaranty Company (USF & G) and that of JLG was Hartford Accident and Indemnity Company (Hartford).

USF & G, in its capacity as workmen's compensation insurer of Eltek, intervened in both suits seeking reimbursement of workmen's compensation and medical benefits paid and to be paid by it. Marlene Quattlebaum intervened in the Quattlebaum suit claiming a portion of the recovery sought by her former husband. JLG filed third party demands against Hy-Reach, USF & G and Nichols in both suits. Hy-Reach and USF & G filed third party demands against Eltek in both suits.[1]

Prior to trial, Quattlebaum and Ingram consummated settlement agreements with Hy-Reach, USF & G and Nichols. Quattlebaum received $846,560.74 and Ingram received $449,250.26. Pursuant to the settlement agreements, Hy-Reach and USF & G dismissed their third party demands against Eltek and USF & G dismissed its interventions. Hy-Reach and USF & G then filed a third party demand against Quattlebaum pursuant to the settlement agreement for indemnification in the event there was judgment in favor of Quattlebaum on his main demand and in favor of JLG on its third party demand.

Quattlebaum and Ingram then proceeded to trial against JLG and Hartford. The district court rendered judgment in favor of JLG and Hartford and dismissed the plaintiffs' suits. These suspensive appeals followed.

FACTS

In 1969, Fulton Industries, Inc., later succeeded by JLG, commenced developing and designing a new type of industrial machine known as a mobile aerial work platform. This machine combined the extending boom features of a mobile hydraulic crane with the capacity to transport workers in a basket or platform to elevated heights. The first models manufactured in 1970 had booms which ascended to heights of 27 and 40 feet. Stability for these models was provided by a counterbalance design (adding weight to the base of the machine). In 1971, a model capable of reaching heights of 60 feet was designed, *581 manufactured and called the "JLG Model 60" (JLG-60). This model achieved stability with a system of outriggers which would enlarge the surface area of the base of the machine when extended. The outrigger design had been used previously in stabilizing mobile hydraulic cranes as crane booms got longer. This design contemplated that the outriggers would be fully extended before the boom was extended to insure stability and safe operation of the machine.

In the process of designing the JLG-60, a field study was conducted. This study indicated that the possibility existed that the machine would be operated without the outriggers extended. The original design of the JLG-60 provided for a placard to be located on the boom within sight of the operator which gave (among others) the following warning:

Outriggers must be set at all times for all operations. Machine must be level, with each outrigger set on firm footing.

After the machine was marketed, JLG received reports from dealers that machines were being used without properly setting the outriggers. Because of this, JLG sent a letter dated March 12, 1973, to all dealers instructing that under no circumstances should the machine be used without setting all four outriggers to prevent any possible tipping of the machine.

In 1975, JLG manufactured a JLG-60 bearing Serial No. 723985 which was sold to Hy-Reach on January 16, 1976. Hy-Reach was in the equipment rental business and had about 20 or 30 JLG-60s.

Pursuant to industry standards, manufacturers, such as JLG, are required to print and make available to dealers, such as Hy-Reach, a manual of operations, maintenance and parts. The copy of the manual filed in the record is dated August 30,1974, and was revised on February 1, 1977. At page 1-5 of this manual in Section 1 entitled "SAFETY PRECAUTIONS" appears the following:

OUTRIGGER BEAMS MUST BE FULLY EXTENDED AND ALL JACKS SET ON FIRM SURFACE, WITH MACHINE LEVELED, BEFORE ANY BOOM OPERATION IS PERMITTED.

On Page 3-10 of the manual in Section 3 on Operating Information appears the following warning:

ASSURE THAT OUTRIGGER BEAMS ARE FULLY EXTENDED AND JACKS ARE FIRMLY POSITIONED PRIOR TO ANY BOOM OPERATIONS.

Copies of this manual were made available to Hy-Reach.

JLG also prepared a pocket-sized handbook which essentially contained the facts in the operations section of the manual. This handbook was designed to be utilized by users of the machine. The first issue of the handbook came out in September of 1976. The evidence shows that 50 copies of the handbook were sent by JLG to Hy-Reach on November 17, 1976. The handbook was revised on June 1, 1977. The evidence shows that 200 copies of the handbook were shipped by JLG to Hy-Reach on November 15, 1977. The final revision of the handbook was made on May 1, 1978.[2] On the inside flap of the handbook appears the following:

CAPACITIES AND STABILIZATION.
Raising boom above horizontal and/or extension of boom beyond retracted position with or without any load in platform, is based on the following criteria:
. . . . .
4. Outrigger machine—outriggers shall be fully extended and jack cylinders set, as required, to level machine. Use blocking if soil conditions require.

On page 14 of the handbook in a section entitled "OUTRIGGER CONTROLS" appears the following:

WARNING

DO NOT SET OUTRIGGERS ON TERRAIN THAT COULD CAUSE THE MACHINE TO TIP DURING BOOM OPERATIONS. DO NOT OPERATE THE BOOM UNTIL MACHINE IS STABLE AND LEVEL WITH OUTRIGGER *582 BEAMS FULLY EXTENDED AND JACKS SET ON A FIRM SURFACE. USE SHORING ON SOFT SURFACE.

On page 32 of the handbook in a section marked "operation" appears the following:

IF APPLICABLE, ENSURE THAT
EXTENDING AXLES OR OUTRIGGERS
ARE COMPLETELY SET BEFORE COMMENCING BOOM OPERATIONS

Joseph Sheridan, the operator trainer for Hy-Reach, testified that Hy-Reach tried to make sure that users of the JLG-60 received an operator's handbook. Hy-Reach attempted to get the handbook to the user in a number of ways. First, the handbook was sealed in a plastic bag and strapped to the machine around the control box area.

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