Shambaugh & Son, Inc. v. Carlisle

730 N.E.2d 796, 2000 WL 823461
CourtIndiana Court of Appeals
DecidedJune 27, 2000
Docket02A03-9908-CV-325
StatusPublished
Cited by3 cases

This text of 730 N.E.2d 796 (Shambaugh & Son, Inc. v. Carlisle) 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
Shambaugh & Son, Inc. v. Carlisle, 730 N.E.2d 796, 2000 WL 823461 (Ind. Ct. App. 2000).

Opinion

OPINION

SULLIVAN, Judge

Appellants, Shambaugh & Son, Inc. (Shambaugh) and Koorsen Protective Service, Inc. (Koorsen) appeal the trial court’s denial of summary judgment.

We reverse.

The relevant facts reveal that on October 27, 1994, David Carlisle (Carlisle) was injured while he was a passenger in an elevator located in a building on the Indiana University-Purdue University at Indianapolis campus. Carlisle and another passenger were in the basement of the building where there are two elevators side by side. They entered the elevator on the left, but its doors did not close and the elevator did not move. Carlisle and the other passenger then exited that elevator and waited for the elevator on the right to arrive. After the elevator arrived, they entered and proceeded up to the first floor where the other passenger obtained a beverage from a machine for Carlisle while he held the elevator, and after others boarded the elevator, they continued toward their destination on the third floor of the building.

The elevator, however, abruptly changed direction between the first and second floors, and returned to the basement. When the elevator changed direction, the shift caused Carlisle, who was in a wheelchair, to lift from the chair. As he fell back to the chair, his walking cane which he kept by his side in the chair rolled under him. Carlisle was injured when he landed upon the cane. When the elevator arrived at the basement, its doors opened partially and then slammed shut. The elevator then rose to the second floor where its doors properly opened and Carlisle and the other passenger exited. It was later learned that a fire alarm signal had been received by the elevator at the time Car-lisle was a passenger in the elevator.

The elevator in which Carlisle was injured was installed by Abell Elevator In *798 ternational, Inc. (Abell). Shambaugh installed the electrical wiring for the building in which the elevator was located, and Koorsen was Shambaugh’s subcontractor who connected the fire alarm system to the electrical wiring. When an elevator receives a fire alarm signal, the National Safety Code for Elevators and Escalators requires that the elevator go into “fire service mode.” Record at 52. The elevator must go to a designated floor and remain at that floor with its doors open until normal operations are resumed. If an elevator is moving in the opposite direction from the designated floor, it stops and changes direction. If the signal is coming from the designated floor, then the elevator proceeds to an alternative floor.

Carlisle filed a complaint against Abell, Shambaugh, and Koorsen based upon negligence and specifically relying upon the theory of res ipsa loquitur to prove it, alleging injuries as a result of the elevator reversing direction. Carlisle claims that the fire alarm system sent a false signal to the elevator causing it to move into “fire mode.” In this case, the upwardly moving elevator abruptly changed direction when it received the signal resulting in his injury. Carlisle asserted that the false signal from the fire alarm system was caused by the installation of low and high voltage electrical wiring adjacent to each other in the same conduit. Shambaugh and Koor-sen both moved for summary judgment. Abell did not submit a motion for summary judgment. The trial court denied Sham-baugh and Koorsen’s motions for summary judgment.

Upon appeal, appellants, noting that Carlisle’s negligence claim is based upon res ipsa loquitur, contend that Carlisle failed to establish the necessary requirements for application of the doctrine and that, therefore, they are entitled to summary judgment. Appellants also assert that as a matter of law, no act of either of them, proximately caused Carlisle’s injuries.

Res ipsa loquitur is a rule of evidence which permits an inference of negligence to be drawn based upon the surrounding facts and circumstances of the injury. K-Mart Corp. v. Gipson (1990) Ind.App., 563 N.E.2d 667, 669, trans. denied. The doctrine “literally means ‘the thing speaks for itself.’ ” Gold v. Ishak (1999) Ind.App., 720 N.E.2d 1175, 1180. To infer a defendant’s negligence, the plaintiff must establish “1) that the injuring instrumentality was within the exclusive management and control of the defendant or its servants; and, 2) the accident is of the type that does not ordinarily happen if those who have the management and control exercise proper care.” K-Mart, supra at 669. In determining if the doctrine is applicable, the question is whether the incident more probably resulted from defendant’s negligence as opposed to another cause. Id. A plaintiff may rely upon common sense and experience or expert testimony to prove that the incident more probably resulted from negligence. Gold, supra at 1181.

To invoke res ipsa loquitur, the plaintiff must demonstrate that the defendant had exclusive control of the injuring instrumentality at the time of injury. Bituminous Fire & Marine Ins. Co. v. Culligan Fyrprotexion, Inc. (1982) Ind.App., 437 N.E.2d 1360, 1365. Even if the defendant was not in control of the causative instrumentality at the exact moment of injury, he still may be considered to have exclusive control so long as the defendant was the last person in control of the instrumentality. Shull v. B.F. Goodrich Co. (1985) Ind.App., 477 N.E.2d 924, 931, trans. denied. Exclusive control is a concept which focuses upon who has the right or power of control and the opportunity to exercise it. Exclusive control is more expansive than actual physical dominion. Newell v. Westinghouse Elec. Corp. (1994) 7th Cir., 36 F.3d 576, 580. The existence of multiple defendants or the possibility of multiple causes does not automatically defeat the application of res ipsa loquitur. *799 Vogler v. Dominguez (1993) Ind.App., 624 N.E.2d 56, 62, trans. denied.

In the instant case, Carlisle asserts that the appellants had exclusive control and management over the instrumentality, and absent appellants’ negligence, this accident would not have occurred. Carlisle, recognizing that a theory of res ipsa loquitur may be maintained with multiple defendants and causes, concludes through the use of experts that the defective wiring caused the false fire alarm signal which the elevator received. This reception of the false signal caused the elevator to shift direction, injuring Carlisle. Carlisle contends that the appellants had exclusive control because they installed and maintained the wiring and fire alarm system which malfunctioned.

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Bluebook (online)
730 N.E.2d 796, 2000 WL 823461, Counsel Stack Legal Research, https://law.counselstack.com/opinion/shambaugh-son-inc-v-carlisle-indctapp-2000.