Skylift, Inc. v. Jessica Bagley Nash and Jacob Bagley, Individually and as Representatives of the Estate of Charles Bagley

CourtCourt of Appeals of Texas
DecidedApril 16, 2020
Docket09-19-00389-CV
StatusPublished

This text of Skylift, Inc. v. Jessica Bagley Nash and Jacob Bagley, Individually and as Representatives of the Estate of Charles Bagley (Skylift, Inc. v. Jessica Bagley Nash and Jacob Bagley, Individually and as Representatives of the Estate of Charles Bagley) is published on Counsel Stack Legal Research, covering Court of Appeals of Texas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

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Skylift, Inc. v. Jessica Bagley Nash and Jacob Bagley, Individually and as Representatives of the Estate of Charles Bagley, (Tex. Ct. App. 2020).

Opinion

In The

Court of Appeals

Ninth District of Texas at Beaumont

__________________

NO. 09-19-00389-CV __________________

SKYLIFT, INC., Appellant

V.

JESSICA BAGLEY NASH AND JACOB BAGLEY, INDVIDUALLY AND AS REPRESENTATIVES OF THE ESTATE OF CHARLES BAGLEY, Appellees __________________________________________________________________

On Appeal from the 136th District Court Jefferson County, Texas Trial Cause No. D-200,406 __________________________________________________________________

MEMORANDUM OPINION

Jessica Bagley Nash and Jacob Bagley, Individually and as Representatives

of the Estate of Charles Bagley (“Appellees” or “Plaintiffs”) sued multiple

defendants, including Motiva Enterprises LLC, The Newtron Group, LLC, Newtron

Beaumont, LLC, Nesco, LLC, and Skylift, Inc. (collectively, “Defendants”).1 In this

1 Motiva and the Newtron entities are not parties to this appeal. 1 interlocutory appeal, Defendant Skylift, Inc., challenges the trial court’s order

overruling its special appearance. We reverse and render.

I. Background

Plaintiffs sued the Defendants, including Skylift, following the death of

Charles Bagley (“Decedent”). The Plaintiffs alleged that while part of a maintenance

crew performing work on a right-of-way at Motiva’s refinery in Port Arthur, Texas,

the Decedent sustained fatal injuries when a piece of equipment struck him. The

Plaintiffs identified the particular piece of equipment as a Skylift Mini-Derrick S-

6000 Low Pro crane. The Plaintiffs sued Nesco and Skylift alleging that the crane

was defective and/or unreasonably dangerous; that they designed, constructed,

marketed, and/or placed the product into the stream of commerce; that they were

negligent in design, manufacturing, and/or assembling the product; and that they

were negligent in after-market/post-sale conduct and asserted that Nesco and Skylift

were strictly liable under Texas Law.

Skylift filed a special appearance alleging the trial court lacked jurisdiction,

supported by the affidavit of Skylift’s former President George Wojnowski. In its

special appearance, Skylift argued that the Plaintiffs failed to meet their initial

pleading burden, and the trial court lacked both general and specific jurisdiction, as

minimum contacts could not be established with Texas because: (1) it did not engage

2 in continuous and systematic contacts with Texas; (2) the lawsuit did not arise out

of Skylift’s contacts with Texas; and (3) Skylift did not purposefully avail itself of

the privilege of conducting business in Texas. Wojnowski averred in his affidavit

that Skylift was incorporated in Ohio and had its principal place of business there;

is not a resident corporation of Texas; does not have a place of business or office in

Texas; does not own property in Texas; has no employees in Texas; does not

advertise or solicit business in Texas; does not create, control, or employ any

distribution system that may have brought a product to Texas; does not market

products through a distributor who has agreed to serve as a sales agent in Texas; and

has not purposely done any act or consummated any transaction within Texas.

The Plaintiffs subsequently amended their petition, and the parties conducted

discovery pertaining to the special appearance. 2 Nesco also filed a crossclaim against

Skylift for indemnity and opposed Skylift’s special appearance. The jurisdictional

evidence included Wojnowski’s affidavit, the deposition testimony of Skylift’s

current president Michael Naughton, 3 printouts from Skylift’s website, printouts

from Nesco’s website, and a copy of the sales invoice for the crane at issue.

2 The Plaintiffs’ first amended petition was the live pleading at the time of the hearing on the special appearance. 3 The record established that Naughton was very recently named the president of Skylift as a result of an organizational change, but prior to that had been the company’s chief operations officer (COO). 3 The evidence established that Skylift manufactures easement specialty

equipment designed to fit through gates thirty-six inches wide and they can then

expand. In his deposition, Naughton, as Skylift’s corporate representative, testified

that Skylift sold its products through a distributor network, and it did not service its

own products, rather it relied on the distributors for that. Skylift’s network of

distributors consists of four or five major distributors, including Nesco, which

Skylift listed as a distributor on its website. Naughton testified that Skylift

employees occasionally travel to the offices of distributors to discuss pricing,

production schedules, or future forecasts. Naughton testified Skylift representatives

visited Nesco’s corporate headquarters in Indiana the previous year. Nesco has

locations in Texas; however, no evidence was produced in the hearing to establish

that Skylift representatives had been to any of Nesco’s offices in Texas.

Additionally, Naughton testified he did not know whether Nesco has distributorships

in Texas. Naughton denied that Skylift provided literature and pictures for their

distributors, explaining that the distributors of Skylift products were “on their own”

to obtain information about Skylift’s products. He also explained Skylift did not tell

the distributors “how to sell to their . . . customer.” According to Naughton, Skylift

generally knows what territories the distributors sell products into, but its contracts

with its distributors do not spell the locations out. He also testified that Skylift has

4 most of the United States covered. Neither Nesco, nor Plaintiffs, provided evidence

contradicting Naughton’s testimony about how Skylift distributes its products.

Naughton identified Time Manufacturing as a Texas vendor from whom

Skylift purchases Versalift booms. Skylift attaches these booms to some of their

machines but did not do so on the crane allegedly involved in the casualty at the

Motiva refinery in Texas.4 Naughton denied Skylift used booms purchased by Texas

vendors on its Mini-Derrick products, explaining Skylift manufactured those booms

used on its Mini-Derrick products. He explained Skylift does not travel to the

locations it uses to purchase booms and does not have a service center. That said, he

agreed that Skylift does have an employee who answers calls from customers about

problems that may arise with equipment manufactured by Skylift, characterizing the

service as a “technical help line.” Naughton stated he did not know how the Mini-

Derrick involved in the casualty ended up in Texas, but he thought Nesco had

probably rented the equipment to a contractor. While Naughton did not know how

much equipment Skylift manufactured that is currently in use in Texas, he doubted

it had manufactured more than ten pieces of equipment currently in use in Texas.

4 The Skylift website lists Time Manufacturing as a distributor, rather than as a vendor; however, Naughton explained Time Manufacturing was not one of its distributors. He stated he does not know why they are listed on their website as a “distributor.” 5 Naughton estimated the number of Skylift cranes in use in the United States at

between 1,600 and 2,000. Other evidence admitted during the hearing consists of

pages from Nesco’s website advertising specialty equipment manufactured by

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Skylift, Inc. v. Jessica Bagley Nash and Jacob Bagley, Individually and as Representatives of the Estate of Charles Bagley, Counsel Stack Legal Research, https://law.counselstack.com/opinion/skylift-inc-v-jessica-bagley-nash-and-jacob-bagley-individually-and-as-texapp-2020.