Thomas v. Lusk

27 Cal. App. 4th 1709, 34 Cal. Rptr. 2d 265
California Court of Appeal·Decided September 1, 1994·No. A062846·Published·Cited by 25 cases

Opinion

27 Cal.App.4th 1709 (1994)
34 Cal. Rptr.2d 265

EMORY THOMAS, Plaintiff and Respondent,
v.
BENJAMIN LUSK, JR., Defendant and Appellant.

Docket No. A062846.

Court of Appeals of California, First District, Division One.

September 1, 1994.

*1713 COUNSEL

Benjamin Lusk, Jr., and Donald M. Brown for Defendant and Appellant.

Oreck & Oreck and Eugene R. Oreck for Plaintiff and Respondent.

OPINION

NEWSOM, J.

On July 22, 1987, respondent Emory Thomas was employed as an "aircraft repairer" at the Alameda Naval Air Station. While disassembling a jet engine in the course of his employment duties, respondent used a Garland No. 4 split-head hammer (hereafter the hammer), which he obtained from the "special tool rack," to remove a disk from the turbine shaft of the jet engine. As he swung the hammer at the disk, the metal head disengaged from the handle, causing his left hand to contact the turbine blades. He sustained a severe injury to his left index finger.

Immediately after respondent's accident, fellow employee Gary Niehaus retrieved the broken hammer which was in four parts, and turned it over to his supervisor, Robert Todd, the following morning. Todd placed the hammer in a locked drawer of a file cabinet in his office, along with "past history *1714 data records." Thereafter, the file cabinet drawer remained locked, with Todd in possession of the keys, and was opened only infrequently and briefly for retrieval and examination of records. In October or November of 1988, the lock on the file cabinet was broken; the cabinet then became accessible even without keys. On January 15, 1989, Todd was promoted and transferred to another building.

Upon his release from the hospital four days after the accident, respondent "went out looking" for the hammer. He spoke with other employees who had seen the hammer, but was unable to locate it.

Respondent retained appellant Benjamin Lusk, Jr., on March 21, 1988, to represent him in a products liability action filed against the manufacturer of the hammer, Garland Manufacturing Company. Appellant did not promptly initiate any formal discovery proceedings, although he spoke with one of the witnesses whose statements had been provided by appellant, and attended depositions scheduled by the opposition. Appellant also consulted with Accurate Manufacturing, a machine shop in Emeryville, which did not consider the hammer to have "a design defect of any kind." Appellant testified that approximately five weeks after he was retained by respondent he contacted an unidentified "male attorney" in the "General Counsel's Office" of the Alameda Naval Air Station, who mentioned that the hammer was "stored somewhere." Appellant did not then retain the name of the attorney with whom he spoke or undertake further efforts to acquire the hammer.

Not until early March of 1988 did appellant contact Ann Wansley, who was then counsel at the naval air station, in search of the hammer.[1] Wansley asked her paralegal "to check and ascertain whether anybody still had the hammer...." Robert Todd searched the file cabinet in which he had previously placed the hammer and consulted the acting shop foreman, but the hammer was not located. Wansley sent appellant a letter dated March 28, 1989, in which she stated that the search for the hammer was unsuccessful, although "identical" hammers were available for inspection.

Respondent's deposition was taken in March of 1989, and "a couple of weeks" later appellant advised respondent that "it would be very difficult to try the case...." Appellant was concerned particularly that the handle of the hammer may have been modified or a new, longer handle installed, which would compromise respondent's product liability case against the *1715 manufacturer.[2] Appellant still believed the case had "significant settlement value," however.

Arbitration of the case was scheduled for March 12, 1990. Respondent and counsel for the manufacturer were present, along with the arbitrator, but appellant had a schedule conflict and never appeared. The arbitrator "made an arbitration award in favor of the defense." Respondent then retained new counsel, and his case against Garland Manufacturing Company was eventually settled for $35,000.

Respondent filed the present action against appellant for legal malpractice on May 20, 1991. After a jury trial, a verdict in favor of respondent in the amount of $88,745.61 was rendered. Appellant's motions for a judgment notwithstanding the verdict and for a new trial were denied, and this appeal followed.

(1a) Appellant complains that the trial court erred by giving an instruction which shifted the burden of proof on the element of causation to the defense. The challenged instruction was a modified version of CALJIC No. 2.60, and, in pertinent part, advised the jury: "In order for plaintiff to recover from defendant in this case, plaintiff must prove, by a preponderance of the evidence, that the failure of defendant to gain access to the hammer involved in plaintiff's accident of July 22, 1987, was negligent. If plaintiff proves that defendant was negligent, as described above, it then becomes the duty of defendant to prove, by a preponderance of the evidence, that defendant's negligent failure to obtain access to the hammer was not a legal cause of loss or damage to plaintiff." Appellant argues that an instruction which shifted the burden to the defense to prove lack of causation was erroneous absent evidence that the hammer was "more readily available to the defendant than to the plaintiff."

(2a) The action for legal malpractice against appellant demanded proof that appellant's negligence caused respondent to lose a meritorious products liability claim against the manufacturer of the hammer. (John B. Gunn Law Corp. v. Maynard (1987) 189 Cal. App.3d 1565, 1569 [235 Cal. Rptr. 180].) An attorney, "`by accepting employment to give legal advice or to render other legal services, impliedly agrees to use such skill, prudence, and diligence as lawyers of ordinary skill and capacity commonly possess and exercise in the performance of the tasks which they undertake. [Citations.]'" (Kirsch v. Duryea (1978) 21 Cal.3d 303, 308 [146 Cal. Rptr. 218, 578 P.2d *1716 935, 6 A.L.R.4th 334]; see also McDaniel v. Gile (1991) 230 Cal. App.3d 363, 375 [281 Cal. Rptr. 242]; Enriquez v. Smyth (1985) 173 Cal. App.3d 691, 696 [219 Cal. Rptr. 267].) (3) "`The elements of a cause of action in tort for professional negligence are: (1) the duty of the professional to use such skill, prudence, and diligence as other members of his profession commonly possess and exercise; (2) a breach of that duty; (3) a proximate causal connection between the negligent conduct and the resulting injury; and (4) actual loss or damage resulting from the professional's negligence. [Citations.]'" (Jackson v. Johnson (1992) 5 Cal. App.4th 1350, 1355 [7 Cal. Rptr.2d 482]; see also Budd v. Nixen (1971) 6 Cal.3d 195, 200 [98 Cal. Rptr. 849, 491 P.2d 433]; Purdy v. Pacific Automobile Ins. Co. (1984) 157 Cal. App.3d 59, 76 [203 Cal. Rptr. 524].) (2b) Thus, "... an attorney is liable for malpractice when his negligent investigation, advice, or conduct of the client's affairs results in loss of the client's meritorious claim." (Gutierrez v. Mofid (1985) 39 Cal.3d 892, 900 [

Free access — add to your briefcase to read the full text and ask questions with AI

Thomas v. Lusk, 27 Cal. App. 4th 1709, 34 Cal. Rptr. 2d 265 (Cal. Ct. App. 1994).

27 Cal. App. 4th 1709 (Thomas v. Lusk) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

Related

Katerelos v. S&S Worldwide CA2/4
California Court of Appeal, 2026
Montoya v. Super. Ct.
California Court of Appeal, 2025
Montoya v. Superior Court CA4/3
California Court of Appeal, 2025
J&T Bellflower v. Russman CA2/4
California Court of Appeal, 2024
Tang v. Blatt CA1/4
California Court of Appeal, 2023
Christine Myers v. United States
673 F. App'x 749 (Ninth Circuit, 2016)
Panich v. Portnoy CA2/2
California Court of Appeal, 2016
Sumaya v. Cequent Performance Products CA4/1
California Court of Appeal, 2015
Bookout v. State of California Ex Rel. Department of Transportation
186 Cal. App. 4th 1478 (California Court of Appeal, 2010)
Myrick v. Mastagni
185 Cal. App. 4th 1082 (California Court of Appeal, 2010)
In Re Hayes Lemmerz International, Inc.
340 B.R. 461 (D. Delaware, 2006)
Corbett v. Hayward Dodge, Inc.
14 Cal. Rptr. 3d 741 (California Court of Appeal, 2004)
Sargent Fletcher, Inc. v. Able Corp.
3 Cal. Rptr. 3d 279 (California Court of Appeal, 2003)
Wolf v. Superior Court
130 Cal. Rptr. 2d 860 (California Court of Appeal, 2003)
Viner v. Sweet
112 Cal. Rptr. 2d 426 (California Court of Appeal, 2001)
Galanek v. Wismar
81 Cal. Rptr. 2d 236 (California Court of Appeal, 1999)
Rosales v. Thermex-Thermatron, Inc.
78 Cal. Rptr. 2d 861 (California Court of Appeal, 1998)
Nizam-Aldine v. City of Oakland
47 Cal. App. 4th 364 (California Court of Appeal, 1996)
Basham v. Babcock
44 Cal. App. 4th 1717 (California Court of Appeal, 1996)
Williams v. Wraxall
33 Cal. App. 4th 120 (California Court of Appeal, 1995)