Torres v. Caterpillar, Inc.

928 S.W.2d 233, 1996 WL 410933
CourtCourt of Appeals of Texas
DecidedSeptember 9, 1996
Docket04-94-00789-CV
StatusPublished
Cited by50 cases

This text of 928 S.W.2d 233 (Torres v. Caterpillar, Inc.) 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.

Bluebook
Torres v. Caterpillar, Inc., 928 S.W.2d 233, 1996 WL 410933 (Tex. Ct. App. 1996).

Opinion

RICKHOFF, Justice.

This appeal arises from a suit involving the death of Reymundo Torres for which appellants contended appellee Caterpillar Industrial, Inc. (“Caterpillar”) was responsible under a strict product liability theory. A partial motion for summary judgment was granted in favor of Caterpillar with regard to appellants’ manufacturing defect and design defect claims, 1 and the jury found in favor of Caterpillar with respect to appellants’ failure to warn defect claim. In five points of error, appellants raise the following complaints contending the trial court erred by: (1) granting the partial summary judgment dismissing the design defect claim; (2) instructing the jury regarding Caterpillar’s agency relationship with its authorized dealers; (3) instructing the jury that Torres’ employer, Rymco, Inc. (“Rymeo”), was in default and negligent by falling to appear; (4) admitting the testimony of an improperly designated fact witness; and (5) accepting a jury verdict containing an irreconcilable conflict. The trial court’s judgment is affirmed in part and reversed in part.

FACTS

In May of 1989, Reymundo Torres was unloading containers from a light truck with a 1968 forklift manufactured by Caterpillar. *237 As he was backing the forklift out of the truck, the forklift fell between the loading doek and the back of the truck, killing Mr. Torres.

Torres was working for a warehouse that was owned and operated by Rymco, a non-subseribing employer under Texas workers’ compensation laws. Mr. De La Rosa, the president of Rymco, testified he purchased the forklift from a dealer in San Antonio, but he could not recall the name of the dealer, only that the agent worked in Laredo. The forklift was manufactured by Caterpillar; however, the overhead guard, which was standard equipment on forklifts delivered by Caterpillar to its dealers, was missing. The overhead guard was designed to protect the driver from falling debris rather than as a rollover protection device.

Appellants brought suit against both Rym-co and Caterpillar. Appellants claimed Rym-co’s negligence caused Mr. Torres’ injury while appellants’ claim against Caterpillar was for strict product liability. Prior to trial, a partial summary judgment was granted in favor of Caterpillar as to the following: (1) Caterpillar, Inc., who was not the manufacturing entity, was dismissed from the suit with prejudice; (2) all allegations with regard to a manufacturing defect were dismissed; and (8) all allegations with regard to a design defect in the original overhead guard were dismissed. At trial, Rymco failed to appear and defend against appellants’ claims; however, the case was tried before a jury as to appellants’ claim against Caterpillar for a failure to warn or marketing defect. 2

The jury failed to find that any marketing defect was a producing cause of Mr. Torres’ death. The jury found the following percentage causation: (1) Mr. Torres — 45%; (2) Rymco — 50%; and (3) Caterpillar — 5%. The jury awarded a total of $425,000 in damages, and the trial court entered a judgment against Rymco for the full amount. 3 The trial court’s judgment also reflected that appellants took nothing by their suit against Caterpillar.

ARGUMENTS ON APPEAL

In five points of error, appellants raise the following complaints contending the trial court erred by: (1) granting the partial summary judgment dismissing the design defect claim; (2) instructing the jury regarding Caterpillar’s agency relationship with its authorized dealers; (3) instructing the jury that Rymco was in default and negligent by failing to appear; (4) admitting the testimony of an improperly designated fact witness; and (5) accepting a jury verdict containing an irreconcilable conflict. We address the points of error in the order raised by appellants.

1. Summary Judgment

In their first point of error, appellants contend that the trial court erred in rendering the partial summary judgment dismissing the design defect allegation. Appellants contend that their expert’s affidavit raised a fact issue as to whether the overhead guard was defectively designed and could have been designed as a safer more effective rollover protective structure. Caterpillar counters that appellants’ argument is raised for the first time on appeal since the expert affidavit presented by appellants to the trial court did not criticize the removability of the overhead guard.

In its motion for summary judgment, Caterpillar asserted the overhead guard was manufactured and delivered as standard equipment and was removed by unidentified third parties who were not under the control of Caterpillar. In support of this assertion, Caterpillar presented the affidavit of Martin T. Robertson, a staff engineer, who stated *238 the forklift was initially sold and shipped to an authorized dealer in Cleveland, Ohio, who subsequently sold it to Republic Supply Co. in Northeastern, Ohio. Mr. Robertson further stated in his affidavit that the forklift was sold with the overhead guard as standard equipment, the overhead guard complied with A.S.A. B56.1-1959, and that the removal of the overhead guard is permissible in limited circumstances under O.S.H.A. regulations. 4 Finally, Mr. Robertson stated Caterpillar never regained possession of or exercised control over the forklift after initial delivery nor did it ever redesign the overhead guard.

Caterpillar also presented the excerpted deposition testimony of Mr. De La Rosa, the president of Rymco, who provided the following information regarding his purchase of the forklift:

Q. Did you buy the forklift involved in the accident on May 17, 1989 used or new?
A. Used.
Q. And who did you buy it from?
A. Caterpillar.
Q. A dealer?
A. In San Antonio.
Q. Do you remember the name of the dealer there?
A. The agent worked in Laredo. I don’t recall the name right now.
Q. When did you buy it?
A. Fifteen years ago — I don’t know.

In their response to Caterpillar’s motion for summary judgment, appellants specified the forklift had the following defects: (1) the overhead guard, which was standard safety equipment on the forklift as manufactured, was removed before it was marketed and/or sold to Rymco by an agent, employee or representative operating under the control of Caterpillar; (2) the forklift contained no warnings regarding the danger in operating the forklift without the overhead guard; and (3) the overhead guard was defective in merely providing “falling object protection” and not “rollover protection.” 5 Appellants presented the affidavit of Dr.

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928 S.W.2d 233, 1996 WL 410933, Counsel Stack Legal Research, https://law.counselstack.com/opinion/torres-v-caterpillar-inc-texapp-1996.