Waugh v. MORGAN STANLEY AND CO., INC.

966 N.E.2d 540, 359 Ill. Dec. 219
CourtAppellate Court of Illinois
DecidedMarch 1, 2012
Docket1-10-2653, 1-10-2662. 1-10-2885, 1-10-3410
StatusPublished
Cited by14 cases

This text of 966 N.E.2d 540 (Waugh v. MORGAN STANLEY AND CO., INC.) is published on Counsel Stack Legal Research, covering Appellate Court of Illinois primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Waugh v. MORGAN STANLEY AND CO., INC., 966 N.E.2d 540, 359 Ill. Dec. 219 (Ill. Ct. App. 2012).

Opinion

966 N.E.2d 540 (2012)
359 Ill. Dec. 219

Lisa WAUGH, as Surviving Spouse of Michael Patrick Waugh, Deceased, and as Special Administrator of the Estate of Michael Patrick Waugh, and as Mother and Natural Guardian of Joseph Waugh, Jordan Waugh and Jameson Waugh, Minor Children, Plaintiff,
v.
MORGAN STANLEY AND COMPANY, INCORPORATED, and Donna Turek, Independent Administrator of the Estate of Mark Turek, Deceased, Defendants (Donna Turek, Independent Administrator of the Estate of Mark Turek, Deceased; Morgan Stanley and Company, Inc., et al., Counterplaintiff-Appellant and Cross-Appellee; Randall D. Repke, Independent Executor of the Estate of Kenneth Knudson, Deceased; H.K. Golden Eagle, Inc.; Sybaris Clubs International, Inc.; Galt Airport, L.L.C.; and Recurrent Training Center, Inc.; Arr-ow 2, Inc., d/b/a Glass Simulator Center; Gene Littlefield Advanced Simulator Systems, d/b/a Glass Simulator Center; Howard D. Levinson; and Hark Corporation, Counterdefendants-Appellees and Cross-Appellants).
Jennifer E. Garland, Independent Administrator of the Estate of Scott A. Garland, Deceased, Plaintiff,
v.
T.W. Smith Engine Company, Inc., a Corporation, et al., Defendants (Howard Levinson and Hark Corporation, *541 Defendants-Appellees; Randall Repke, as Independent Executor of the Estate of Kenneth Knudson, Deceased, Counterplaintiff and Cross-Appellant; Donna Turek, Independent Administrator of the Estate of Mark Turek; Morgan Stanley and Company, Incorporated; Morgan Stanley DW, Incorporated; Counter/Defendants, Recurrent Training Center, Inc.; Arr-ow 2, Inc., d/b/a Glass Simulator Center; and Gene Littlefield Advanced Simulator Systems, d/b/a Glass Simulator Center, Counterdefendants and Cross-Appellees).
Lisa A. Waugh, as Surviving Spouse of Michael Patrick Waugh, Deceased, and as Special Administrator of the Estate of Michael Patrick Waugh, and as Mother and Natural Guardian of Joseph Waugh, Jordan Waugh, and Jameson Waugh, Minor Children, Plaintiff,
v.
Morgan Stanley and Company, Incorporated, and the Estate of Mark Turek, Defendants (Morgan Stanley and Company, Incorporated, Third-Party Plaintiff-Appellant; Howard D. Levinson and Hark Corporation, et al., Third-Party Defendants and Appellees).
Lisa A. Waugh, as Surviving Spouse of Michael Patrick Waugh, Deceased, and as Special Administrator of the Estate of Michael Patrick Waugh, and as Mother and Natural Guardian of Joseph Waugh, Jordan Waugh, and Jameson Waugh, Minor Children, Plaintiff,
v.
Morgan Stanley and Company, Incorporated, and The Estate of Mark Turek, Defendants (Morgan Stanley and Company, Inc.; Third-Party Plaintiff-Appellant, Howard D. Levinson and Hark Corporation, et al., Third-Party Defendants-Appellees).

Nos. 1-10-2653, 1-10-2662. 1-10-2885, 1-10-3410.

Appellate Court of Illinois, First District, Fourth Division.

March 1, 2012.

*543 Michael G. McQuillen, Paula L. Wegman, Austin W. Bartlett, Steven L. Boldt, Adler Murphy & McQuillen LLP, Edward J. Matushek III, Bridget G. Longoria, Matushek, Nilles & Sinars, LLC, Chicago, for Appellants Morgan Stanley & Co. and Estate of Mark Turek.

Clifford Law Offices (Richard F. Burke, Jr., Robert P. Sheridan, of counsel), Chicago, for Appellant Jennifer Garland.

William F. DeYoung, Loretto M. Kennedy, Sean M. Conaghan, Chuhak & Tecson, PC, Norman J. Lerum, Norman J. Lerum, PC, Chicago, for Appellees Howard D. Levinson and Hark Corporation.

Charles R. Barnett, III, Barnett Law Offices, PC, Lake in the Hills, for Appellee Recurrent Training Cener, Inc.

OPINION

Justice FITZGERALD SMITH delivered the judgment of the court, with opinion.

¶ 1 The instant cause involves multiple actions stemming from claims brought following a fatal airplane crash. Appellants Morgan Stanley and Company, the estate of Scott Garland, and the estate of Mark Turek appeal from orders of the trial court granting partial summary judgment to appellees Howard Levinson and Hark Corporation on all claims alleging educational malpractice. Appellants contend that the trial court erred by characterizing their claim as sounding in the tort of educational malpractice rather than ordinary negligence. Counterdefendant-appellee Recurrent Training Center, Inc., challenges this court's jurisdiction of this cause and asks that we dismiss the cross-appeal filed against it as untimely. For the following reasons, we affirm.

¶ 2 BACKGROUND

¶ 3 These consolidated appeals stem from a fatal plane crash. On January 30, *544 2006, Mark Turek, the pilot in command of a Cessna 421B aircraft,[1] and three passengers, Kenneth Knudson, Scott Garland, and Michael Waugh, were en route from a Kansas airport to the Palwaukee Municipal Airport in Wheeling, Illinois, following a business trip. As Turek piloted the Cessna 421B for landing at the airport, the aircraft crashed, killing all four occupants on board.

¶ 4 Prior to the occurrence, Turek received flight simulator training from defendant Arr-ow II, Inc., flight instruction from defendant Recurrent Training Center (Recurrent), and a five-hour flight observation and instruction from defendant Levinson. Multiple wrongful death and contribution actions were commenced subsequent to the incident, and those actions were later consolidated for discovery at the circuit court. The Waugh, Knudson, and Garland plaintiffs all filed complaints against multiple defendants, including Morgan Stanley and Turek. Defendant/third-party plaintiff Morgan Stanley filed third-party complaints and counterclaims for contribution in the Waugh, Knudson, and Garland actions against defendants/third-party defendants Levinson and Hark. Defendants/counterplaintiffs Levinson and Hark filed a counterclaim for contribution against Arr-ow, alleging negligent instruction.

¶ 5 In their complaints, the plaintiffs alleged, in pertinent part, that their decedents' deaths were proximately caused by the negligence of Turek and Morgan Stanley, as well as other parties. Allegations included that Morgan Stanley's employee, Turek, piloted the aircraft in a negligent manner and that Morgan Stanley was vicariously liable for Turek's negligence. In its third-party complaint and counterclaims for contribution, Morgan Stanley, along with other parties, alleged that Arrow and Recurrent (flight schools) negligently provided flight training to Turek, which contributed to the crash.

¶ 6 Morgan Stanley and the other parties also alleged that Levinson, who provided Turek with in-flight instruction on the accident aircraft, negligently failed to adequately and properly train and instruct Turek as to how to operate the aircraft. They alleged that Hark was vicariously liable for Levinson's negligent training.[2] Defendant Turek also filed counterclaims for contribution against Levinson and Hark.

¶ 7 Prior to January 2006, Turek was fully licensed by the Federal Aviation Administration (FAA) to fly twin-engine aircraft, including the accident aircraft. From January 6 through January 9, 2006, Turek completed a flight training course with Recurrent to transition from his Baron *545 B55 twin-engine plane to the Cessna 421B. Previous to taking this course, Turek had 1,284.05 hours of total flight experience, including over 1,050 hours in multi-engine aircraft. Turek had piloted a Cessna 421B aircraft for over 29 hours. At the time he completed the Recurrent course, Turek had been an FAA-licensed pilot for nine years. There is no argument made that Turek was not properly qualified to pilot the subject aircraft under FAA regulations.

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Cite This Page — Counsel Stack

Bluebook (online)
966 N.E.2d 540, 359 Ill. Dec. 219, Counsel Stack Legal Research, https://law.counselstack.com/opinion/waugh-v-morgan-stanley-and-co-inc-illappct-2012.