Underwood v. Gale Tschuor Co., Inc.

799 N.E.2d 1122, 2003 Ind. App. LEXIS 2282, 2003 WL 22889404
CourtIndiana Court of Appeals
DecidedDecember 9, 2003
Docket55A01-0211-CV-461
StatusPublished
Cited by5 cases

This text of 799 N.E.2d 1122 (Underwood v. Gale Tschuor Co., Inc.) 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
Underwood v. Gale Tschuor Co., Inc., 799 N.E.2d 1122, 2003 Ind. App. LEXIS 2282, 2003 WL 22889404 (Ind. Ct. App. 2003).

Opinion

OPINION

SHARPNACK, Judge.

Debra Underwood, as personal representative of the estate of Curtis Underwood, (the "Estate") appeals the trial court's judgment in favor of Gale Tschuor Co., Inc. ("'Tschuor"). The Estate raises four issues, which we restate as:

I. Whether the trial court erred by refusing the Estate's tendered jury instruction regarding its theory of respondeat superior;
II. Whether the trial court erred by refusing the Estate's tendered jury instruction regarding duty to keep a lookout while operating a vehicle;
III. Whether the trial court erred by refusing the Estate's tendered jury instruction regarding breach of contractual safety duties; and
IV. Whether the trial court erred by refusing the Estate's tendered jury instruction regarding spoliation of evidence.

We affirm.

The relevant facts follow. This matter stems from the death of Curtis Underwood ("Underwood") while he was working as a dump truck driver at the Potter's Bridge Park project in Noblesville, Indiana. Tschuor was hired to restore a historic covered bridge, construct parking areas, and construct walking trails for the Potter's Bridge Park project. Guy Ellis worked for Tschuor as an excavator operator. Ellis had been working at the Potter's Bridge Park project since late April 1999. Tschuor also hired CJ's Dump Truck Service, Inc. ("CJ's Dump Truck Service") to provide dump trucks and drivers to haul tree stumps and debris from the jobsite to a landfill. CJ's Dump Truck Service employed Underwood as a dump truck driver. Underwood had worked at the Potter's Bridge Park project on occasion since November 1998. Ellis used the excavator to load debris into the dump trucks provided by CJ's Dump Truck Service, including the dump truck driven by Underwood. '

On May 12, 1999, Ellis was using the excavator to clear excess dirt, brush, and tree stumps. Ellis loaded Underwood's dump truck three times that day. On the first load, Underwood parked his dump truck parallel to the exeavator. Before Underwood left with the load, Ellis asked him to back up the dump truck directly toward the excavator on the next trip for easier loading. When Underwood returned, he backed his truck up to the excavator as requested. Underwood asked Ellis to remove the tailgate on the dump truck because the tree stumps were getting stuck on the tailgate during unloading. Ellis removed the tailgate and loaded the dump truck again. Underwood then "pulled away ... to the south of where [they] were loading" and put a strap on the back of the dump truck to keep the debris from falling out of the dump truck. Transcript at 1195.

When Underwood returned for the third load, he backed up the dump truck and parked in a different location. Ellis told Underwood that he did not like the location of the dump truck because he had to swing the debris farther with the excavator's bucket. While Ellis was loading the dump truck, Gene Boling, Tschuor's project supervisor, asked Underwood why the gate had been taken off of the dump truck. *1125 Boling did not require Underwood to put the gate back on and allowed Underwood and Ellis to continue with the loading. When Ellis finished loading the dump truck, the rear portion of the exeavator, or the counterweight, was eight to ten feet from the back of the dump truck. Ellis told Underwood that he was done loading, and Underwood said that he would see Ellis later and got into the dump truck. Ellis did not see Underwood leave the area. Ellis proceeded to clean up brush and debris with the excavator.. When Ellis completed piling up the debris, he got out of the excavator and saw Underwood lying on the ground at the back of his truck. After briefly attempting CPR, Ellis ran to the construction trailer and called 9-1-1. Underwood died at the seene.

Ellis told police officers immediately after the incident that "when [he] spun back around towards the truck, [he] saw the driver between the rear axles laying (gic) on the ground. The truck had rolled over him." Appellee's Appendix at 45. However, the evidence revealed that Underwood was crushed between the back of the dump truck and the exeavator's counterweight. Tschuor admitted at trial that Underwood "died as a result of injuries sustained when he was crushed between a counterweight on the excavator operated by [Ellis] and a portion of the rear of the ... dump truck while facing the back of the truck." Tran-seript at 459. Tschuor also stipulated that blood on the back of the dump truck belonged to Underwood.

The Estate filed a complaint against Tschuor alleging that Tschuor was negligent. Specifically, the Estate alleged that Tschuor breached its duty to supervise its employees in the safe operation of the excavator and, acting by and through its employee, Ellis, breached its duty to Underwood by failing to keep a lookout and by disregarding applicable safety rules. Tschuor alleged that Underwood's injuries were caused in whole or in part by: (1) the fault of Underwood; and/or (2) the fault of a non-party, CJ's Dump Truck Service.

A jury trial was held in October 2002. The trial court rejected certain final jury instructions tendered by the Estate, including: (1) tendered final instruction number 1 regarding the Estate's theories of the case; (2) tendered final instruction number 4 regarding the duty to maintain a lookout while operating a vehicle; (8) tendered final instriiction number 2 regarding Tschuor's contractual duty to .comply with safety regulations; and (4) tendered final instruction number 7 regarding spoliation of evidence. The jury found that the Estate's damages were $106,000.00 and assessed fifty percent of the fault to Underwood, forty percent of the fault to CJ's Dump Truck Service, and ten percent of the fault to Tschuor. Thus, the jury awarded $10,600.00 to the Estate from Tschuor. __ |

The Estate appeals the trial court's rejection of its tendered instructions. The giving of jury instructions lies within the trial court's sound discretion, and we review the trial court's refusal to give a tendered instruction for an abuse of that discretion. Elmer Buchta Trucking, Inc. v. Stanley, 744 N.E.2d 939, 944 (Ind.2001). The purpose of an instruction is to inform the jury of the law applicable to the facts without misleading the jury and to enable it to comprehend the case clearly and arrive at a just, fair, and correct verdict. Centennial Mortgage, Inc. v. Blumenfeld, 745 N.E.2d 268, 278 (Ind.Ct.App.2001). In determining whether it is error to refuse a tendered instruction, we consider: (1) whether the instruction correctly states the law; (2) whether there is evidence in the record supporting the instruction; and (8) whether the substance of the instruction is covered by other instruc *1126 tions. Elmer Buchto Trucking, 744 N.E.2d at 944. Moreover, a party seeking a new trial on the basis of an improper jury instruction must show "a reasonable probability that substantial rights of the complaining party have been adversely affected." Id.

I.

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Bluebook (online)
799 N.E.2d 1122, 2003 Ind. App. LEXIS 2282, 2003 WL 22889404, Counsel Stack Legal Research, https://law.counselstack.com/opinion/underwood-v-gale-tschuor-co-inc-indctapp-2003.