Serna v. Kiger

372 N.E.2d 1232, 175 Ind. App. 566, 1978 Ind. App. LEXIS 824
CourtIndiana Court of Appeals
DecidedMarch 1, 1978
Docket3-776A171
StatusPublished
Cited by6 cases

This text of 372 N.E.2d 1232 (Serna v. Kiger) 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
Serna v. Kiger, 372 N.E.2d 1232, 175 Ind. App. 566, 1978 Ind. App. LEXIS 824 (Ind. Ct. App. 1978).

Opinion

HOFFMAN, J.

—Terry Serna brought an action against Michael J. Kiger, Wheels, Inc. and Baker Specialty & Supply Co., Inc., for *567 damages arising out of an automobile collision near Kentland, Indiana. From a judgment entered upon the jury verdict for defendant, Serna perfected this appeal. The issue presented for review concerns whether the trial court erred in instructing the jury regarding joint enterprise and the imputation of contributory negligence from the driver to his passenger the appellant.

The record reveals the following facts and inferences most favorable to the appellees. Terry Serna and Jesse Gomez were delegates to the State Democratic Convention to be held in Indianapolis, Indiana. Being from Lake County they made arrangements with Robert Frank Segovia for the three of them to drive to Indianapolis on June 20,1968. Although Segovia was not a delegate it was conceded that he was actively interested in Democratic politics and wanted to make the trip to the convention to help support a candidate for nomination.

After commencing their trip and while driving south on U.S. Highway 41 near Kentland, Indiana, the group decided to stop for coffee. In order to reach an approaching restaurant Segovia drove from the right lane of the dual lane highway to the left to cross the median. At the same moment appellee Kiger was driving the Baker Speciality vehicle in the left passing lane. As a result the two vehicles collided, appellees’ vehicle striking Segovia’s in the right rear bumper. Testimony by Kiger was to the effect that Segovia turned directly in front of him without a signal and that it was impossible for him to avoid the collision. An additional eyewitness rendered substantially the same account of the accident.

Upon this evidence appellees requested that the trial court give their Final Instruction Nos. 1 and 2 concerning respectively joint enterprise and the imputation of negligence from Segovia to appellant. The trial court refused these, but on its own motion orally gave Indiana Pattern Jury Instructions 17.19 and 17.21 which read as follows:

“ ‘A joint enterprise is an undertaking of two or more persons for their mutual benefit or pleasure. An essential element to establish a joint enterprise is the existing of joint control over the management and operation of the vehicle and over the course *568 and conduct of the trip. There must be a community of interest in the object and purpose of the undertaking and an equal right to direct and govern the movement and conduct of each other in respect thereto. As between the parties, there must be an agreement, either expressed or implied, to that effect.’ Indiana Pattern Jury Instruction 17.19
‘If you find that Terry Serna and Robert Segovia were engaged in a joint enterprise as defined in these instructions, any negligence on the part of Robert Segovia is also negligence on the part of Terry Serna.’ ” Indiana Pattern Jury Instruction 17.21.

The defendants entered the following objections to the giving of these instructions:

“There was no evidence introduced at this trial that Terry Serna, the passenger, had any right or control over the course and conduct of the trip, nor did she have any right to manage the operation of the automobile driven by the plaintiff Robet [sic] Segovia on the trip.
The plaintiffs further object that this instruction is erroneous since it permits the Jury to find the existence of a joint enterprise where two or more persons are taking a trip for their mutual benefit or pleasure.
Under the law of Indiana, there must be a pecuniary interest existing between the two related individuals before the law of Joint-Enterprise can be invoked. There is a complete lack of evidence to establish a community of interest in the object and purpose of the trip; there has been no evidence, either direct or by implication, that any agreement existed between plaintiff Serna and plaintiff Segovia, relative to the trip, the course and conduct of the trip or the right to manage and control the operation of the automobile on the trip.”

Drawn into question therefore, is whether attendance at a state political convention can be properly considered a joint enterprise of those in the vehicle such as to allow a giving of the instructions objected to.

Generally to establish a joint enterprise there should be evidence of joint control over the management and operation of the vehicle and over the course and conduct of the trip. There must be a showing of a community of interest in the object and purpose of the undertaking and an equal right to direct *569 and govern the movements and conduct of each other in respect thereto. Furthermore, as between the parties there must be evidence of a contract either expressed or implied, to that effect. Oppenheimer et al. v. Craft (1961), 132 Ind. App. 452, 175 N.E.2d 715.

In addition, recent decisional law in this state has focused upon the need for a pecuniary attribute in the common purpose requirement before a joint enterprise instruction is appropriate. In Leuck v. Goetz (1972), 151 Ind. App. 528, 280 N.E.2d 847 and Ackman v. Bullard (1974), 161 Ind. App. 437, 316 N.E.2d 444, trial court reversal was predicated on the giving of joint enterprise instructions where the facts showed no more than a common interest in the trip by the persons involved.

In Leuck a married couple was on a trip to attend a church social activity when their automobile collided with a pickup truck at an unmarked intersection. The court held that the passive Mrs. Leuck who exercised no right of control over the driver could not under any theory of agency have the driver’s negligence imputed to her. The giving of the joint enterprise instruction was accordingly disapproved. Leuck v. Goetz, supra.

Ackman involved an automobile accident arising out of plaintiff’s attempt to purchase groceries for his daughter by having his sister drive him to a store. The requisite joint proprietary purpose was considered unsupported by the evidence under such circumstances and thus the issue of joint enterprise was said to be improperly submitted to the jury in the form of Indiana Pattern Jury Instruction 17.19.

Other Indiana cases have turned on a similar appreciation of the status relationship between the driver and his passenger. Grinter v. Haag (1976), 168 Ind. App. 595, 344 N.E.2d 320; Baltimore & Ohio R. Co. v. Patrick, Admtrx. (1960), 131 Ind. App. 105, 166 N.E.2d 654; Holmes v. Combs (1950), 120 Ind. App. 331, 90 N.E.2d 822; Lee Brothers v. Jones (1944), 114 Ind. App.

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Bluebook (online)
372 N.E.2d 1232, 175 Ind. App. 566, 1978 Ind. App. LEXIS 824, Counsel Stack Legal Research, https://law.counselstack.com/opinion/serna-v-kiger-indctapp-1978.