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Wrongful Death
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Personal Injury
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Overtime Claims
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Dog Attacks
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Car Accidents
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Towns v. Davidson, (2007)
IN THE COURT OF
APPEAL OF THE STATE OF CALIFORNIA
THIRD APPELLATE
DISTRICT
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KAREN J. TOWNS,
Plaintiff and Appellant,
v.
HERBERT J. DAVIDSON et
al.,
Defendants and Respondents.
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C050829
(Super. Ct. No. 14954)
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APPEAL from a judgment of the Superior Court
of Mono
County, Edward
Forstenzer, J. Affirmed.
The trial court granted the
defendants’ motion for summary judgment, concluding the doctrine of
primary assumption of risk barred plaintiff from recovering damages for
injuries she suffered when a ski resort employee collided with her while
both were skiing. We affirm.
FACTS
In March 2002, defendant
Herbert J. Davidson (Davidson) was employed by defendant Mammoth Mountain
Ski Area (Mammoth) as a ski host manager.
Part of his job duties included skiing the slopes, checking with
other ski hosts on the hill, and talking to the guests. He also was allowed to ski one or two
runs during the day, and on occasion could do so with a spouse, relative
or friend. At those times, he
would still be on duty as a ski host and would be wearing a Mammoth
uniform. Mammoth’s policy
manual for hosts, the Host Manual, required him to “always ski as a
Host” when in uniform, and “to look out for the safety of our
fellow employees and guests on and off the Hill.”
On March 4, 2002, plaintiff Karen Towns was skiing down Stump Alley,
a ski run at Mammoth. The ski
traffic was light, the weather was beautiful, and visibility was
“perfect.” Plaintiff
was skiing down the skier’s left side of Stump Alley underneath the
chairlift line.
At the same time, Davidson,
on duty and in uniform, was skiing with his wife down the center of Stump
Alley, making giant slalom-type turns.
While making his turns, Davidson was concentrating on holding an
edge through the turns and keeping his skis across the fall line with his
torso facing down the fall line.
He would look down the fall line while crossing it.
About midway down Stump
Alley, Davidson skied out to his right, made a turn and, while traversing
the slope to the left, collided with plaintiff. He did not see plaintiff until the
point of impact. Davidson does not
remember looking to his left before making the turn. He never saw anybody on his left
side.
Plaintiff suffered serious injuries
to her right leg as well as a concussion and low back strain. She sued both Davidson and
Mammoth. She alleged Davidson was
skiing in a negligent and reckless manner. She also alleged Mammoth negligently
failed to train and supervise Davidson.
Defendants moved for summary
judgment. They claimed the
doctrine of primary assumption of risk excused them from liability for
negligence and there were no facts establishing recklessness. The trial court agreed and granted
summary judgment in defendants’ favor. Plaintiff appeals from the judgment,
claiming primary assumption of risk does not apply because disputed
issues of material fact exist on whether Davidson was a coparticipant in
the sport when skiing while on duty, and whether Davidson was reckless in
his skiing.
DISCUSSION
I
Standard of Review
A trial court will grant
summary judgment where there is no triable issue of material fact and the
moving party is entitled to judgment as a matter of law. A defendant moving for summary judgment
must prove the action has no merit.
He does this by showing one or more elements of plaintiff’s
cause of action cannot be established or that he has a complete defense
to the cause of action. At this
point, plaintiff then bears the burden of showing a triable issue of
material fact exists as to that cause of action or defense. (Code Civ. Proc., § 437c, subds. (c),
(o)(2); Aguilar v. Atlantic
Richfield Co. (2001) 25 Cal.4th 826, 843, 849-850.)
On appeal, we exercise our
independent judgment, deciding whether undisputed facts negate
plaintiff’s claims as presented in her complaint or state a
complete defense. (Starzynski v. Capital Public Radio,
Inc. (2001) 88 Cal.App.4th 33, 37.)
In determining
whether there is a triable issue of material fact, we consider all the
evidence set forth by the parties except that to which objections have
been made and properly sustained.
(Code Civ. Proc., § 437c, subd. (c); Guz v. Bechtel National,
Inc. (2000) 24 Cal.4th 317, 334.)
We accept as true the facts supported by plaintiff’s
evidence and the reasonable inferences therefrom (Sada v. Robert F.
Kennedy Medical Center (1997) 56 Cal.App.4th 138, 148), resolving
evidentiary doubts or ambiguities in plaintiff’s favor. (Saelzler v. Advanced Group 400 (2001) 25 Cal.4th 763, 768.)
II
Primary Assumption of Risk
“‘As a general rule, persons have a duty to
use due care to avoid injury to others, and may be held liable if their
careless conduct injures another person.
(See Civ. Code, § 1714.)’
(Knight v. Jewett (1992) 3 Cal.4th 296, 315 (hereafter Knight).) The doctrine of primary assumption of
the risk is an exception to the general rule. The doctrine arises ‘where, by
virtue of the nature of the activity and the parties’ relationship
to the activity, the defendant owes no legal duty to protect the
plaintiff from the particular risk of harm that caused the
injury . . . .’
(Knight, supra, 3 Cal.4th at pp. 314-315.) [¶]
. . . [¶]
“Determining the
existence and scope of a defendant’s duty of care ‘is one of
law to be decided by the court, not by a jury, and therefore it generally
is “amenable to resolution by summary judgment.” (Knight,
supra, 3 Cal.4th at p. 313.)’
(Kahn v. East
Side Union High School Dist. [(2003)] 31 Cal.4th 990,]
1004.)
“Whether
a duty exists ‘does not turn on the reasonableness or
unreasonableness of the plaintiff’s conduct, but rather on [1] the
nature of the activity or sport in which the defendant is engaged and [2]
the relationship of the defendant and the plaintiff to that activity or
sport.’ (Knight, supra,
3 Cal.4th at p. 309.)
“If
a duty is found not to exist, primary assumption of risk applies, and a
defendant is liable only if he intentionally injures the plaintiff or
engages in conduct so reckless as to be totally outside the range of the
ordinary activity involved in the sport or activity. (Parsons v. Crown Disposal Co.
(1997) 15 Cal.4th 456, 480-481; Knight, supra, 3 Cal.4th at p.
320.)” (Saville v. Sierra
College (2005)
133 Cal.App.4th 857, 865-866 (hereafter Saville).)
Regarding the nature of the
activity, in general, the doctrine applies to activities or sports where
“conditions or conduct that otherwise might be
viewed as dangerous often are an integral part of the sport
itself.” (Knight, supra, 3 Cal.4th at p.
315, italics added.)
Plaintiff does not deny the nature of skiing lends the
sport to being an activity to which primary assumption of risk
applies. “The risks inherent
in snow skiing have been well catalogued and recognized by the
courts. Those risks include
injuries from variations in terrain, surface or subsurface snow or ice
conditions, moguls, bare spots, rocks, trees, and other forms of natural
growth or debris. They also
include collisions with other
skiers, ski lift towers, and other properly marked or plainly visible
objects and equipment.” (Lackner v. North (2006) 135
Cal.App.4th 1188, 1202, italics added.)
“[T]he integral
conditions of the sport or the inherent risks of careless conduct by
others render the possibility of injury obvious, and negate the duty of
care usually owed by the defendant for those particular risks of
harm. (Lilley v. Elk Grove Unified School Dist. (1998) 68
Cal.App.4th 939, 943.) A duty
imposed in those situations would significantly change the very purpose
or nature of the activity. ‘The overriding
consideration in the application of primary assumption of risk is to
avoid imposing a duty which might chill vigorous participation in the
implicated activity and thereby alter its fundamental nature.’ (Ferrari
v. Grand Canyon Dories (1995) 32 Cal.App.4th 248, 253; see Knight, supra, 3 Cal.4th at pp.
318-319.)” (Saville, supra, 133 Cal.App.4th at
p. 867.)
Recognizing the nature of
skiing invites application of primary assumption of risk, plaintiff
focuses her argument on defendants’ relation to her and to the
activity. Specifically, she
asserts Davidson should be held to a higher standard of care because he
was an employee of Mammoth who at the time of the accident was skiing as
part of his employment but doing so in a manner that violated Mammoth’s
employee policies. Alternatively,
she claims primary assumption of risk should not apply because disputed
issues of fact suggest Davidson’s actions were reckless. We consider each argument.
A. Davidson’s status as a Mammoth
employee
“Duties regarding the
same risk may differ depending on the role played by the particular
defendant. In the sporting
context, for example, a defendant could be in the role of
‘co-participant, passive observer, instructor, coach, owner of the
venue in which the sport is played, or supplier of the equipment used in
the sport.’ (Peart v. Ferro (2004) 119
Cal.App.4th 60, 72.)” (Saville, supra, 133 Cal.App.4th at
p. 870.)
Defendants generally have a
duty “to use due care not to increase the risks to a participant
over and above those inherent in the sport.” (Knight,
supra, 3 Cal.4th at p. 316.)
The Supreme Court has determined a coparticipant in a sport
breaches that duty “only if the participant intentionally injures
another player or engages in conduct that is so reckless as to be totally
outside the range of the ordinary activity involved in the
sport.” (Id. at p. 320, fn. omitted.)
Plaintiff tries to avoid this
rule by arguing Davidson was not a coparticipant. She argues he was an employee of
Mammoth acting within the scope of his job but increasing the risks of
injury beyond that inherent in the sport by performing his duties in a
dangerous and negligent manner.
She claims Davidson was not free to “vigorously participate”
in skiing without regard to his employment duty of looking out for the
safety of employees and guests.
In essence, plaintiff’s
argument states simply Davidson was a negligent employee. Both sides acknowledge finding no
reported case holding primary assumption of risk does not apply where the
coparticipant defendant was acting within the scope of his employment at
the time of the injury. Many
cases, however, have applied primary assumption of risk to shield
employees acting as coaches and their employers from negligence
liability. (See, e.g., Kane v. National Ski Patrol System,
Inc. (2001) 88 Cal.App.4th 204, 211-212; Lilley v. Elk Grove Unified School Dist., supra, 68
Cal.App.4th at pp. 943-944.)
Plaintiff has not explained
why assumption of risk would not apply to a coparticipant employee when
it applies to a person employed as a coach or instructor. A coach assumes additional
responsibilities towards the student, teaching how to master the sport
and challenging the student to excel beyond his current limits, all the
while knowing the challenge “will not always be met.” (Kane
v. National Ski Patrol System, Inc., supra, 88 Cal.App.4th at pp.
211-212.) Even with these
additional burdens, the employed coach is nonetheless shielded from
liability under the doctrine of assumption of risk. We see no reason why employees acting
as coparticipants in an activity should not also be similarly shielded.
In this instance, the fact of
Davidson’s employment is irrelevant. Whether or not Davidson was employed by
Mammoth, the inherent risks of injury from skiing down a snow covered
mountain include accidentally careless conduct by other skiers resulting
in collisions. This risk is so
inherent and obvious it goes without saying plaintiff assumed that risk
no matter who the other skiers may be.
Plaintiff argues Mammoth
increased the risk of injury by placing Davidson on the ski slope. “The owner or organizer of an
activity is under a duty not to increase the risk of injury inherent in
the activity. It must minimize the
risks, but need not do so at the expense of altering the nature of the
activity. (Knight, supra, 3
Cal.4th at p. 317.)
“For example, an
organizer of a marathon has a duty to organize and conduct a reasonably
safe race. That duty includes the
obligation to minimize the risks of dehydration and hyponatremia by
providing adequate water and electrolyte fluids along the course. Injuries arising from a breach of this
duty are reviewed under the doctrine of secondary assumption of risk, and
are thus determined under the principles of comparative fault. (Saffro
v. Elite Racing, Inc. (2002) 98 Cal.App.4th 173, 178-179; see also Morgan v. Fuji Country USA, Inc.
(1995) 34 Cal.App.4th 127, 134-135 [defendant owner of a golf course had obligation to design
course that would minimize the risks that players would be hit by golf
balls and provide protection for players from being hit in the area of
the course where the greatest danger existed].)” (Saville,
supra, 133 Cal.App.4th at p. 872.)
Mammoth’s act of employing
Davidson and requiring him to be on the slope did not increase the risk
of injury inherent in skiing.
Davidson was just another coparticipant in a dangerous activity
who could accidentally cause injury.
That he was also an employee subject to an employment policy to
ski safely did not increase the risk of injury inherent in an already
dangerous sport.
Moreover, to hold Davidson
and Mammoth liable here would fundamentally alter the nature of the
sport. Davidson would no longer be
able to ski aggressively as the sport allows, and Mammoth would no longer
hire persons to perform any type of skiing as part of their job, no
matter the benefit and safety they can provide to Mammoth’s
guests. This is the very outcome
primary assumption of risk is designed to prevent. Davidson’s status as an employee
of Mammoth did not bar operation of primary assumption of risk.
B. Reckless behavior
Alternatively, plaintiff claims she submitted sufficient
facts to create a triable issue on whether Davidson’s skiing was
reckless and thus outside the shield of primary assumption of risk. The trial court concluded there was no
such triable issue, and we agree.
“‘Recklessness’ refers to a subjective
state of culpability greater than simple negligence, which has been
described as a ‘deliberate disregard’ of the ‘high
degree of probability’ that an injury will occur. [Citations.] Recklessness, unlike negligence,
involves more than ‘inadvertence, incompetence, unskillfulness, or
a failure to take precautions’ but rather rises to the level of a
‘conscious choice of a course of action . . . with knowledge of the
serious danger to others involved in it.’ (Rest.2d Torts, § 500, com. (g), p.
590.)” (Delaney v. Baker (1999) 20 Cal.4th 23, 31-32, fn. omitted.)
To establish Davidson’s conduct was reckless and not
shielded by primary assumption of risk, plaintiff must show the conduct
was “so reckless as to be totally outside the range of the ordinary
activity involved in the sport.”
(Knight, supra, 3
Cal.4th at p. 320, fn. omitted.)
“‘[C]onduct is totally outside the range of ordinary
activity involved in the sport (and thus any risks resulting from that
conduct are not inherent to the sport) if the prohibition of that conduct
would neither deter vigorous participation in the sport nor otherwise
fundamentally alter the nature of the sport.’ [Citations.]” (Distefano
v. Forester (2001) 85 Cal.App.4th 1249, 1261.)
In addition to relying on Davidson’s deposition
testimony, plaintiff submitted portions of her own deposition transcript,
the deposition transcript of Richard Morin and an expert declaration by
Dick Penniman, to show disputed issues of fact on the issue of
recklessness.
Plaintiff testified that while skiing that day, she first
saw Davidson out of the corner of her right eye about 25 to 30 feet to
her right and slightly downhill from her.
She thought he was going extremely fast for an intermediate
slope. She saw him make a giant
slalom turn to the left before the collision.
Morin is a California Highway Patrol officer who happened
to be riding up the ski lift above the accident site at the time of the
accident. Morin had been a law
enforcement officer for approximately three or four years by the time of
the accident and was based out of Bridgeport. Morin would ski over 100 days a year
while living in the Mammoth area.
On the slope below and ahead of him, Morin saw a female
skier making small turns and going slow, and he saw a male skier in a
Mammoth host uniform making giant slalom turns going at a fairly fast
speed. Morin estimated the male
skier was traveling between 25 and 30 miles per hour. He saw the male skier about 25 to 30
yards to the right of the female skier make a sharp left turn, ski across
the fall line and begin to go up the slope. Then the male skier collided with the
female skier. It appeared to Morin
the male skier saw the female skier at the last second and tried to avoid
hitting her, but it was too late.
Morin stated he did not see the male skier look to his left before
he made the sharp left turn.
As is readily apparent, the material facts are not in
dispute. Davidson was skiing
quickly and aggressively. He
likely turned without first looking to see where he was going because he
was concentrating on his technique, which included looking down the fall
line. These facts do not establish
conduct totally outside the range of ordinary activity involved in the
sport of skiing. There is no
evidence Davidson consciously and deliberately chose to ski in a manner
that knowingly introduced risks of injury foreign to those inherent in
the sport of skiing.
Moreover, were we to conclude Davidson’s conduct was
so reckless as to be totally outside the range of ordinary activity
involved in the sport of skiing, we would call into question vigorous
skiing and fundamentally alter the nature of the sport. For many, the thrill of the sport is to
ski as fast and as aggressively as reasonably possible. Assigning liability to Davidson on these
facts would eliminate that aspect of the sport.
Plaintiff faults the trial court for excluding the
declaration of her expert witness, Dick Penniman. Penniman is a member of the National
Ski Patrol, a certified ski instructor, and a skiing safety
consultant. His consulting work
includes trail safety and design, mountain operations management, and
employee training. He also
performs forensic work related to skiing and ski area management,
including reconstruction of ski accidents.
Penniman reviewed the deposition transcripts of plaintiff,
Davidson, Morin, and others, the incident reports filed by Morin and
plaintiff, and the Host Manual.
Based on this review, his personal familiarity with the Stump
Alley run, and his personal experience, Penniman opined the collision
“was caused by Davidson skiing so reckless as to be well outside
the range of the ordinary activity involved in the sport of
skiing.”
Penniman stated Davidson failed to look left before he
turned left, and, once he turned, proceed to go uphill in front of
Towns. In Penniman’s
opinion, these acts exhibited recklessness well outside the range of
ordinary recreational skiing, particularly in light of the fact Davidson
was on duty as a Mammoth host at the time of the accident.
The trial court granted
defendants’ motion to strike Penniman’s declaration in its
entirety. The trial court did not
abuse its discretion in doing so.
Generally, a party opposing a
motion for summary judgment may use declarations by an expert to raise a
triable issue of fact on an element of the case provided the requirements
for admissibility are established as if the expert was testifying at
trial. (See Ochoa v. Pacific Gas & Electric Co. (1998) 61 Cal.App.4th
1480, 1487; Weil & Brown, Cal. Practice Guide: Civil Procedure Before Trial (The
Rutter Group 2006) ¶¶ 10:124, 10:260.20, pp. 10-48, 10-100.) An expert’s opinion is admissible
when it is “[r]elated to a subject that is sufficiently beyond
common experience that the opinion of an expert would assist the trier of
fact . . . .”
(Evid. Code, § 801, subd. (a).)
Although the expert’s testimony may embrace an ultimate
factual issue (Evid. Code, § 805), it may not contain legal
conclusions. (Summers v. A. L. Gilbert Co. (1999) 69 Cal.App.4th 1155,
1181.)
In the context of assumption
of risk, the role of expert testimony is more limited. “It is for the court to decide
whether an activity is an active sport, the inherent risks of that sport,
and whether the defendant has increased the risks of the activity beyond
the risks inherent in the sport.”
(American Golf Corp. v.
Superior Court (2000) 79 Cal.App.4th 30, 37.) A court in its discretion could receive
expert factual opinion to inform
its decision on these issues, particularly on the nature of an unknown or
esoteric activity, but in no event may it receive expert evidence on the
ultimate legal issues of inherent risk and duty. (Ibid.;
Staten v. Superior Court (1996)
45 Cal.App.4th 1628, 1636.)
The nature and risks of
downhill skiing are commonly understood, the demarcation of any duty owed
is judicially defined, and, most significantly, the facts surrounding the
particular incident here are not in dispute. Thus, the trial court was deciding the
issue of recklessness as a matter of law.
There was little an expert’s opinion could have added that
would have assisted the trier of fact on any of the issues before
it.
Plaintiff’s expert
added nothing beyond declaring the undisputed facts in his opinion
constituted recklessness. In
short, he “was advocating, not testifying.” (Summers
v. A. L. Gilbert Co., supra, 69 Cal.App.4th at p. 1185, italics
omitted.) He reached what in this
case was an ultimate conclusion of law, a point on which expert testimony
is not allowed. (West v. Sundown Little League of
Stockton, Inc. (2002) 96 Cal.App.4th 351, 358-359.) “Courts must be cautious where an
expert offers legal conclusions as to ultimate facts in the guise of an
expert opinion.” (Benavidez v. San Jose Police Dept.
(1999) 71 Cal.App.4th 853, 865.)
This is particularly true in the context of assumption of risk
where the facts are not in dispute.
The trial court was well within its discretion to exclude
Penniman’s declaration.
The trial court correctly concluded there was no evidence
on which a jury could determine Davidson was reckless in his skiing.
DISPOSITION
The judgment is affirmed. The parties shall bear their own costs
on appeal. (Cal. Rules of Court,
rule 8.276(a)(4).) (CERTIFIED FOR PUBLICATION.)
NICHOLSON , J.
We concur:
SCOTLAND , P.J.
SIMS , J.
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