Sessions v. Nonnenmann

Decision Date16 August 2002
Citation842 So.2d 649
PartiesJohn Mack SESSIONS v. Charles NONNENMANN and Charles Nonnenmann d/b/a Nonnenmann Enterprises.
CourtAlabama Supreme Court

Nat Bryan and Thomas M. Powell of Marsh, Rickard & Bryan, P.C., Birmingham, for appellant.

Malcolm W. McSwean and Grady A. Reeves of Cervera, Ralph & Butts, Troy, for appellee.

JOHNSTONE, Justice.

The plaintiff, a plumbing subcontractor, sued the general contractor for damages resulting from severe injuries the plaintiff suffered when he fell through an opening for a stairwell in the second floor of the building the parties were constructing. The plaintiff appeals from a summary judgment in favor of the defendant. We affirm.

The plaintiff first argues that the summary judgment is erroneous because, he says, the defendant's motion for summary judgment failed to contain the narrative summary of undisputed material facts required by Rule 56(c)(1), Ala. R. Civ. P. The plaintiff cites Moore v. ClaimSouth, Inc., 628 So.2d 500 (1993), Hale v. Union Foundry Co., 673 So.2d 762 (Ala.Civ.App. 1995), and Thompson v. Rehabworks of Florida, Inc., 727 So.2d 807 (Ala.Civ.App. 1997).

The defendant's motion for summary judgment, however, did incorporate by reference and attachment the narrative summary of undisputed facts contained in another motion for summary judgment filed by another party who is not before us in this appeal. The defendant who is before us supplemented the incorporated narrative with additional, though not extensive, facts. Rule 56(c)(1) allows attachments and does not prohibit incorporation by reference. The record before us reveals the materials incorporated in, or attached to, the defendant's motion for summary judgment, in conjunction with the defendant's own additional narration, constitute adequate compliance with Rule 56(c)(1).

The plaintiff next argues that the record contains substantial evidence that the defendant owed the plaintiff a duty, breached it, and thereby proximately caused his injuries. Specifically, the plaintiff argues that the defendant owed him a duty to provide him a safe workplace, that the defendant breached this duty by failing to erect barricades around the open stairwell, and that this breach proximately caused the plaintiff's injuries.

On the one hand, the record does contain substantial evidence that the open stairwell was unguarded. On the other hand, the record contains abundant undisputed evidence that the hazard of the unguarded stairwell was open and obvious.

"In [a] premises-liability case, the elements of negligence `"are the same as those in any tort litigation: duty, breach of duty, cause in fact, proximate or legal cause, and damages."'" Ex parte Harold L. Martin Distrib. Co., 769 So.2d 313, 314 (Ala.2000)(quoting E.R. Squibb & Sons, Inc. v. Cox, 477 So.2d 963, 969 (Ala. 1985), quoting in turn David G. Epstein, Products Liability: Defenses Based on Plaintiff's Conduct, 1968 Utah L.Rev. 267, 270 (1968)). Breeden v. Hardy Corp., 562 So.2d 159 (Ala.1990), states the general duty a general contractor owes a subcontractor on a job site:

"`As invitor, ... the general contractor, was under a duty to have the premises free from danger, or if they were dangerous, to give its invitee ... [the subcontractor], sufficient warning to enable him, through the exercise of reasonable care, to avoid the danger. This duty includes the duty to warn the invitee of danger of which the invitor knows or ought to know, and of which the invitee does not know.
"`A general contractor is not responsible to a subcontractor for injury from defects or dangers which the subcontractor knows of, or ought to know of. "If the defect or danger is hidden and known to the owner, and neither known to the [sub]contractor, nor such as he ought to know, it is the duty of the owner [general contractor] to warn the [sub]contractor and if he does not do this, of course, he is liable for resultant injury."
"`The duty to keep an area safe for invitees is limited to hidden defects which are not known to the invitee and would not be discovered by him in the exercise of ordinary care. All ordinary risks present are assumed by the invitee, and the general contractor or owner is under no duty to alter the premises so as to [alleviate] known and obvious dangers. The general contractor is not liable to an invitee for an injury resulting from a danger that was obvious or that should have been observed in the exercise of reasonable care. The entire basis of an invitor's liability rests upon his superior knowledge of the danger that causes the invitee's injuries. If that superior knowledge is lacking, as when the danger is obvious, the invitor cannot be held liable.'
"... A plaintiff may not recover if the injury he receives is caused by an obvious or known defect in the premises."

Breeden, 562 So.2d at 160. (Emphasis added; first bracketed language added; citations omitted.) See also Ex parte Kraatz, 775 So.2d 801, 803 (Ala.2000) (holding "`[t]he premises owner has no duty to warn the invitee of open and obvious defects in the premises, which the invitee is aware of or should be aware of through the exercise of reasonable care'" (emphasis added) (quoting Woodward v. Health Care Auth. of Huntsville, 727 So.2d 814, 816 (Ala.Civ.App.1998))).

Therefore, openness and obviousness of a hazard, if established, negate the general-contractor invitor's duty to eliminate the hazard or to warn the subcontractor invitee of the hazard; and this negation of duty, in and of itself, defeats the subcontractor's injury claim without the operation of any affirmative defense such as contributory negligence or assumption of risk. In other words, in this context, openness and obviousness, if established, negate the duty, defeat the claim, and pretermit any issue of the effect of openness and obviousness on the affirmative defenses of contributory negligence and assumption of risk. Only if the subcontractor plaintiff can establish some special duty on the general contractor to protect the subcontractor from open and obvious hazards, as distinguished from the general contractor's general duty as stated by Breeden, which does not require such protection, and only if the subcontractor plaintiff can likewise establish a breach of such special duty and proximately resulting damages, might the issue of the effect of the openness and obviousness on the affirmative defenses of contributory negligence and assumption of risk become critical.1 This incidence of the issue of openness and obviousness in premises-liability cases differs from the incidence of the same issue in cases of claims based on the Alabama Extended Manufacturer's Liability Doctrine (AEMLD):

"`[w]hether a danger [is] "open" and "obvious" does not go to the [legal] issue of the duty of the defendant under the AEMLD. Instead, "open" and "obvious" danger relates to the affirmative defense of assumption of the risk, the alleged "defectiveness" of the product, and the issue of causation.'"

Bean v. BIC Corp., 597 So.2d 1350, 1353 (Ala.1992) (emphasis added, but bracketed language added in King and Bean)(quoting King v. S.R. Smith, Inc., 578 So.2d 1285, 1287 (Ala.1991), quoting Entrekin v. Atlantic Richfield Co., 519 So.2d 447, 450 n. 5 (Ala.1987)). This difference is an advantage to defendants in premises-liability cases because of restrictions our law imposes on summary judgments and judgments as a matter of law grounded on the affirmative defenses of contributory negligence and assumption of risk.

"To establish contributory negligence as a matter of law, a defendant seeking a summary judgment must show that the plaintiff put himself in danger's way and that the plaintiff had a conscious appreciation of the danger at the moment the incident occurred. See H.R.H. Metals, Inc. v. Miller, 833 So.2d 18 (Ala.2002); see also Hicks v. Commercial Union Ins. Co., 652 So.2d 211, 219 (Ala.1994). The proof required for establishing contributory negligence as a matter of law should be distinguished from an instruction given to a jury when determining whether a
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