Stephenson v. Ledbetter

Citation596 N.E.2d 1369
Decision Date06 August 1992
Docket NumberNo. 49S04-9208-CV-607,49S04-9208-CV-607
PartiesJamise (Miller) STEPHENSON, Administratrix of the Estate of David Miller, Appellant (Plaintiff Below), v. Gary LEDBETTER, Appellee (Defendant Below).
CourtSupreme Court of Indiana

George Clyde Gray, Steven R. Fox, Gray Robinson Eckert & Ryan, Indianapolis, for appellant.

Edward R. Hannon, Douglas A. Tresslar, Harrison & Moberly, Indianapolis, for appellee.

SHEPARD, Chief Justice.

The estate of David Miller seeks compensation from Gary Ledbetter, who was driving his friends home from a night of drinking and entertainment when Miller fell out of the back of the truck and died. We grant transfer to explore the nature of the duty which a driver owes to an intoxicated passenger.

The trial court granted summary judgment for the driver, appellee Ledbetter. The Court of Appeals reversed and remanded for a trial. Stephenson v. Ledbetter (1991), Ind.App., 575 N.E.2d 1035. We affirm the trial court.

I. Facts and Case History

Many of the facts are undisputed. David Miller died after a night at the Marion County Fairgrounds, where he spent the evening drinking and watching a demolition derby with four friends. The five men had been drinking beer, each drinking somewhere in the range of four to eight beers in four to five hours. Miller drank as much as or more than Ledbetter. The estate cites evidence that describes Miller as "consuming two beers for every one the rest of them had." Appellant's Brief at 5.

Ledbetter drove the group to and from the Fairgrounds that evening. Two passengers rode in the cab of his pickup truck, and two passengers, including Miller, rode in the back of the truck. On the way home, Miller was sitting on the side rail of the truck, at times leaning toward the driver's window to talk to Ledbetter. Without any warning, Miller fell from the truck and suffered fatal head injuries. Ledbetter and all three other passengers, including the one riding in the back of the truck, said that in the moments preceding Miller's fall Ledbetter was driving thirty-five to forty-five miles per hour in a forty m.p.h. zone and did not do anything that would have caused Miller to fall. Ledbetter was given a breathalyzer test at the scene of the accident; it revealed a blood alcohol content of .01%.

Appellant Jamise (Miller) Stephenson, Miller's wife, brought this negligence action against Ledbetter seeking actual and punitive damages. In granting Ledbetter's motion for summary judgment, the trial court held that Ledbetter had no legal duty to protect Miller from hurting himself as he rode in the back of Ledbetter's truck. The Court of Appeals reversed and remanded for trial, concluding Ledbetter had a duty to use reasonable care for Miller's safety and that whether he exercised such care under the circumstances was a question of fact in genuine dispute.

II. Summary Judgment

Summary judgment is appropriate only when there is no genuine issue of material fact and the moving party is entitled to judgment as a matter of law. Ind.Trial Rule 56(C). The burden is on the moving party to prove there are no genuine issues of material fact and he is entitled to judgment as a matter of law. Once the movant has sustained this burden, the opponent must respond by setting forth specific facts showing a genuine issue for trial; he may not simply rest on the allegations of his pleadings. T.R. 56(E).

The trial court's decision on a motion for summary judgment enters the process of appellate review clothed with a presumption of validity. The party appealing from the grant of summary judgment must persuade the appellate tribunal that the judgment was erroneous. The reviewing court faces the same issues that were before the trial court and follows the same process. Department of Revenue v. Caylor-Nickel Clinic (1992), Ind., 587 N.E.2d 1311. The trial court determination must be "carefully scrutinized on appeal" to assure that the non-prevailing party is not improperly prevented from having his day in court. Id. at 1313; Ayres v. Indian Heights Vol. Fire Dept. (1986), Ind., 493 N.E.2d 1229. We are not limited to reviewing the trial court's reasons for granting summary judgment, but will affirm a grant of summary judgment if it is sustainable on any theory or basis found in the record. Havert v. Caldwell (1983), Ind., 452 N.E.2d 154. Summary judgment is rarely a proper method of disposition in actions based upon negligence claims. Stapinski v. Walsh Const. Co. (1979), 272 Ind. 6, 395 N.E.2d 1251.

Stephenson's action against Ledbetter is a negligence claim. To recover on a theory of negligence, the plaintiff must establish: 1) a duty on the part of the defendant to conform his conduct to a standard of care arising from his relationship with the plaintiff; 2) a failure of the defendant to conform his conduct to the requisite standard of care; and 3) an injury to the plaintiff proximately caused by the breach. Miller v. Griesel (1974), 261 Ind. 604, 308 N.E.2d 701. Absent a duty, there can be no breach and no recovery under a negligence theory. Thus, whether a duty exists is the first question which must be answered. See, e.g., Clyde E. Williams & Assoc. v. Boatman (1978), 176 Ind.App. 430, 375 N.E.2d 1138.

III. Is There a Duty?

Whether a defendant owes a duty of care to a plaintiff is a question of law for the court to decide. See, e.g., Webb v. Jarvis (1991), Ind., 575 N.E.2d 992, 995 ("Whether the law recognizes any obligation on the part of a particular defendant to conform his conduct to a certain standard for the benefit of the plaintiff is a question of law."); Gariup Const. Co. v. Foster (1988), Ind., 519 N.E.2d 1224, 1228 ("It is the exclusive province of the court to determine whether the relation existing between the parties gives rise to a duty to exercise care.").

The estate argues that an automobile driver owes his passenger a duty of reasonable care under the circumstances, and that whether Ledbetter breached his duty by continuing to drive while Miller was sitting in a dangerous position in the truck is a question of fact for the jury to decide. Ledbetter maintains the driver of a motor vehicle who commits no act of malfeasance owes no duty to protect or rescue a competent adult passenger who has placed himself in a position of peril.

Like the Court of Appeals, we conclude that Ledbetter owed a duty of reasonable care to his passengers. In Indiana courts, the common law view has been that the operator of an automobile owes to a passenger the duty of exercising reasonable care in its operation. Munson v. Rupker (1925), 96 Ind.App. 15, 148 N.E. 169. This rule has generally prevailed in the rest of the country. See 5 Blashfield Automobile Law and Practice Sec. 211.1 (Frederick D. Lewis ed., 3 ed., 1966). In 1929, the Indiana General Assembly altered our common law rule by enacting a guest statute which prohibited motor vehicle guests from recovering for injuries from the owner or operator unless the owner acted intentionally or with reckless disregard of the rights of others. 1 In 1984, the legislature amended the guest statute. It now prohibits recovery by immediate family or hitchhikers, absent wanton or willful misconduct. 2 The statute is silent as to other guests. Thus we think that the common law rule recited in Munson, the rule which prevailed until 1929, is applicable to guests once again. 3

IV. Duty Not Breached

Concluding Ledbetter owed a duty of reasonable care to Miller does not end our inquiry. To defeat a motion for summary judgment, there must be some evidence that Ledbetter failed to conform his conduct to the required standard of care, i.e., that he breached his duty to Miller. Whether a particular act or omission is a breach of a duty is generally a question of fact. It can be a question of law, however, when the facts are undisputed and only a single inference can be drawn from the facts. See, e.g., Gamble v. Lewis (1949), 227 Ind. 455, 85 N.E.2d 629.

The estate contends that Ledbetter's duty to operate the truck in a reasonable manner also includes an obligation to prevent a competent adult passenger from sitting in a precarious position in the auto. The Court of Appeals concluded that whether Ledbetter exercised reasonable care for Miller's safety in these circumstances was a question of fact. We disagree, and hold that the failure of Ledbetter to prevent Miller from sitting on the side rail of the truck was not a breach of his duty to Miller.

There is no evidence that Ledbetter was driving in an unsafe manner with respect to Miller or the other passengers. There is no allegation that Ledbetter was driving too fast for the road or weather conditions, that he was swerving, that he stopped suddenly, or any other allegation of unreasonable operation of his truck. The estate offers no evidence to demonstrate Ledbetter gratuitously assumed any extra duties to Miller. The only wrong he is alleged to have committed was his failure to stop or slow the truck and compel Miller, a competent adult passenger, to sit in a safer position in the truck. We cannot conclude that his failure to do so was a breach of his duty to operate the truck with reasonable care.

Passengers in automobiles are, after all, under the duty to use reasonable care to avoid injuring themselves. Lindley v. Sink (1940), 218 Ind. 1, 30 N.E.2d 456. Simply because a person is a passenger does not mean he is absolved from all personal responsibility for his own safety. Similarly, a passenger's intoxication generally does not place on the driver a special duty of care to that passenger in addition to what would be owed to sober passengers. "Intoxication of a passenger is no excuse for failure to exercise that degree of care for his own safety that a reasonable, prudent man would...

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