Forrest v. Gilley

Decision Date29 April 1991
Docket NumberNo. 53A019006CV250,53A019006CV250
Citation570 N.E.2d 934
PartiesGary W. FORREST, Defendant-Appellant, v. Trudi GILLEY, Plaintiff-Appellee.
CourtIndiana Appellate Court
Opinion on Denial of Rehearing

June 20, 1991.

Robert D. Maas, Rebecca J. Wehling, Jennings & Maas, Carmel, for defendant-appellant.

Patrick W. Harrison, Beck & Harrison, Columbus, Harrell, Clendening & Coyne, Bloomington, for plaintiff-appellee.

BAKER, Judge.

Plaintiff-appellee Trudi Gilley was riding a horse owned by defendant-appellant Gary Forrest presents the following restated issues for our review:

Forrest. She fell and subsequently filed suit against Forrest for negligence. Forrest moved for summary judgment. The trial court denied the motion and certified the question for interlocutory appeal. We reverse.

I. Whether Forrest, as the horse's owner, owed Gilley a duty of reasonable care.

II. Whether Gilley presented any evidence of breach of that duty.

III. Whether Gilley incurred the risk of her injuries as a matter of law.

IV. Whether Forrest owed a heightened duty to Gilley as a result of her voluntary intoxication.

This being a summary judgment case, we must accept as true all the facts as advanced by the party opposing summary judgment. Hatton v. Fraternal Order of Eagles, Aerie # 4097 (1990), Ind.App., 551 N.E.2d 479, trans. denied. Summary judgment is proper only if the facts taken in the light most favorable to the non-movant reveal that no genuine issue of material fact exists. Downing v. Eubanks (1990), Ind.App., 557 N.E.2d 1027, 1030.

The facts most favorable to Gilley, the non-movant, reveal she and Forrest met at a bar, where Gilley had been drinking on and off for several hours. After talking for a while, they went to Forrest's house so Forrest could feed his horse. Gilley had consumed approximately 20 drinks by the time they left the bar.

Upon arrival at Forrest's house, Forrest fed his horse and then he and Gilley took the horse for a ride. The horse was docile and well-behaved. Gilley had never ridden before, and as the horse was walking with both Gilley and Forrest astride bareback, Gilley lost her balance and fell, taking Forrest with her. Forrest was unharmed, but Gilley had the wind knocked out of her. Forrest put a saddle on the horse, remounted, and asked Gilley whether she wanted to get back on. After Gilley caught her breath, she responded she had "always heard that if you fell off a horse, you got back up, got back on it." Record at 117 (Gilley deposition at 59).

With some difficulty, Gilley remounted, taking position immediately behind the saddle. She told Forrest to let the horse move on, to "go ahead." Record at 118 (Gilley deposition at 59). The horse began running, and Gilley fell off again, sustaining the injuries for which she now seeks compensation. 1

DISCUSSION AND DECISION

I. Animal Liability

Horses are domestic animals. Klenberg v. Russell (1890), 125 Ind. 531, 534, 25 N.E. 596, 597. The owner of a domestic animal is not liable for injuries caused by the animal unless the animal had dangerous propensities known, or which should have been known, to the owner. Burgin v. Tolle (1986), Ind.App., 500 N.E.2d 763; Doe v. Barnett (1969), 145 Ind.App. 542, 251 N.E.2d 688. A dangerous propensity is "a propensity or tendency of an animal to do any act which might endanger the safety of person or property in a given situation." Weaver v. Tucker (1984), Ind.App., 461 N.E.2d 1159, 1161 (citation omitted). If an individual animal lacks dangerous propensities, "the rule is simply that the owner of a domestic animal is bound to know the natural propensities of the particular class of animals to which it belongs." Burgin, supra, 500 N.E.2d at 766. In either event, the owner must exercise reasonable care to guard against the propensities and to prevent injuries reasonably anticipated from them. Borton v. Lavenduskey (1985), Ind.App., 486 N.E.2d 639, reh'g. denied, 488 N.E.2d 1129, trans. denied. Thus, Forrest, as a horse owner, owed a duty of reasonable care to prevent any injuries Gilley might suffer as a result of the horse's dangerous propensities or, in the absence of dangerous propensities, from the horse's class propensities.

Surprisingly, Indiana courts have not had previous occasion to rule on the dangerous propensities required to be shown in a case of a plaintiff's fall from a horse. Other courts have, however, and have reached common sense results. See, e.g., Deese v. White Belt Dairy Farms, Inc. (1964), Fla.App., 160 So.2d 543 (judgment n.o.v. improper--whether defendant was negligent in placing novice rider on recently broken and allegedly dangerous horse was a jury question); McKinney v. Cochran (1966), 197 Kan. 524, 419 P.2d 931 (defendant had no knowledge of horse's dangerous propensity to slip); Fredrickson v. Mackey (1966), 196 Kan. 542, 413 P.2d 86 (plaintiff did not demonstrate, and defendant had no knowledge This list is intended to be illustrative, not exhaustive. In any event, whether the dangerous propensity complained of in any given case is bucking, rearing, awkwardness, skittishness, or some other dangerous attribute, Gilley here has failed to allege or demonstrate any dangerous propensity on the part of Forrest's horse. Neither has Gilley alleged or demonstrated her injuries stemmed from any propensities common to horses as a class, such as a tendency to roam. See Doe, supra, 145 Ind.App. at 548-51, 251 N.E.2d at 692-94. Indeed, all she alleges is that she fell off a moving horse which was moving at her behest. There can be no recovery in such a situation. 2

of, horse's propensity to run off); Pahanish v. Western Trails, Inc. (1986), 69 Md.App. 342, 517 A.2d 1122 (plaintiff could not show defendant had knowledge the horses involved had propensities for friskiness and rearing up); Heald v. Cox (1972), Mo.App., 480 S.W.2d 107 (defendant had knowledge of horse's propensity to buck, and owed a duty to give bucked-off plaintiff notice of that propensity); Landes v. H.E. Farms, Inc. (1991), A.D.2d 564 N.Y.S.2d 151 (plaintiff could not show defendant had knowledge horse would throw rider); Appel v. Charles Heinsohn, Inc. (1983), 91 A.D.2d 1029, 458 N.Y.S.2d 619, aff'd., 59 N.Y.2d 741, 463 N.Y.S.2d 441, 450 N.E.2d 247 (plaintiff could not show defendant had knowledge horse would gallop off out of control, causing plaintiff to fall).

II. Incurred Risk

The defense of incurred risk is applicable in animal liability cases, See Hardin v. Christy (1984), Ind.App., 462 N.E.2d 256, and is generally subject to the terms of the Comparative Fault Act. See IND.CODE 34-4-33-2(a). Incurred risk requires a mental state of venturousness on the part of the actor against whom it is asserted, and entails a subjective analysis of the actor's voluntary acceptance of a known risk. Moore v. Sitzmark Corp., et al. (1990), Ind.App., 555 N.E.2d 1305, 1308; Power v. Brodie (1984), Ind.App., 460 N.E.2d 1241; Kroger Co. v. Haun (1978), 177 Ind.App. 403, 379 N.E.2d 1004. The defense of incurred risk is normally a question for the trier of fact. Kroger Co., supra, 177 Ind.App. at 407, 379 N.E.2d at 1007. When there is no conflict in the evidence, however, and the only inferences to be drawn are that the actor "a) had actual knowledge of the specific risk, and b) understood and appreciated the risk," incurred risk can be found as a matter of law. Stainko v. Tri-State Coach Lines, Inc. (1987), Ind.App., 508 N.E.2d 1362, 1364, trans. denied.

Here, the specific risk was that Gilley would fall off the horse and be injured, and Forrest is correct that Gilley incurred this risk as a matter of law. She in fact fell twice, getting the wind knocked out of her the first time, and receiving more serious injuries the second time. Gilley was inexperienced with horses, and before she fell the first time she could have maintained she did not understand or appreciate the specific risk of falling and receiving injury. 3 The only inference to be drawn from the first fall, however, is that Gilley then understood and appreciated that she could fall and be injured. The defense requires no more: to find that a plaintiff has incurred the risk does not demand a showing the plaintiff "had prescience that the particular accident and injury which in fact occurred was going to occur." Hamilton v. Roger Sherman Architects Group, Inc., et al. (1991), Ind.App., 565 N.E.2d 1136, 1138, n. 3 (citation omitted). There is no question of allocating fault between Forrest and Gilley under IND.CODE 34-4-33-4 because, as we have already held, Forrest was not at fault.

III. Effect of Intoxication

Finally, Gilley asks us to hold Forrest was under a heightened duty, beyond that required of Forrest as the horse's owner, to protect her because she was intoxicated. We reject this argument out of hand. In Colaw v. Nicholson (1983),

                Ind.App., 450 N.E.2d 1023, 1026, a case in which an intoxicated man's estate sued the driver of the vehicle which ran over him, this court stated that intoxication "is no excuse for failure to exercise that degree of care for [one's] own safety that a reasonable, prudent man would have exercised under the same or like
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