Christopher Shane Howell v. Equipment, Inc.

IN THE COURT OF APPEALS OF THE STATE OF MISSISSIPPI

NO. 2013-CA-00405-COA

CHRISTOPHER SHANE HOWELL, WENDY APPELLANTS
HOWELL, AND BRIDGEFIELD CASUALTY
INSURANCE COMPANY, INC.

v.

EQUIPMENT, INC. APPELLEE

DATE OF JUDGMENT: 10/09/2012
TRIAL JUDGE: HON. JEFF WEILL SR.
COURT FROM WHICH APPEALED: HINDS COUNTY CIRCUIT COURT
ATTORNEYS FOR APPELLANTS: WALTER C. MORRISON IV
ROGEN K. CHHABRA
DARRYL MOSES GIBBS
ASHLEY L. HENDRICKS
ATTORNEYS FOR APPELLEE: DIANE PRADAT PUMPHREY
NICHOLAS D. GARRARD
CASEY DALE YOUNGER
NATURE OF THE CASE: CIVIL - PERSONAL INJURY
TRIAL COURT DISPOSITION: JUDGMENT ENTERED IN FAVOR OF
APPELLEE
DISPOSITION: AFFIRMED - 12/02/2014
MOTION FOR REHEARING FILED:
MANDATE ISSUED:

BEFORE IRVING, P.J., BARNES AND CARLTON, JJ.

BARNES, J., FOR THE COURT:

¶1. Christopher Shane Howell suffered severe bodily injury when the extended platform

of the scissor lift on which he had been working fell several feet to the ground. Shane, along

with his wife, Wendy Howell, (the Howells) subsequently brought a negligence claim against
the lift’s manufacturer, JLG Industries Inc. (JLG), and the lift distributor, Equipment Inc.1

They alleged that JLG had negligently manufactured the lift and that Equipment Inc., which

routinely performed service on the lift for Shane’s employer, had negligently maintained the

lift and allowed it to be used in an unsafe condition.

¶2. After a jury trial, a verdict was rendered in favor of the defendant, Equipment Inc.2

The Howells filed a motion for a new trial or, in the alternative, a judgment notwithstanding

the verdict (JNOV), which was denied by the Hinds County Circuit Court. The Howells now

appeal. Finding no error, we affirm.

SUMMARY OF FACTS AND PROCEDURAL HISTORY

¶3. On January 29, 2010, Shane was employed as a laborer at a jobsite in Ridgeland,

Mississippi, when he fell approximately twelve to fifteen feet from the elevated platform of

a JLG CM2546 scissor lift, struck his head on the ground, and suffered broken ribs, an injury

to his shoulder, facial fractures, and brain injury.3 The lift is an aerial work platform that

extends vertically, unfolding into an “X” pattern. The main platform contains an extending

“bridge” that allows the user to gain closer access to the work area. Shane was working on

1
Bridgefield Casualty Insurance Company (Bridgefield), a workers’ compensation
carrier, intervened in the suit to protect its subrogation interest. According to the record, as
of October 1, 2012, Bridgefield had paid “workers’ compensation indemnity benefits in an
amount exceeding $55,901.04 and medical benefits in an amount exceeding $199,621.95.”
Howell’s claim was still open at that time, and he continued to receive benefits. On appeal,
Bridgefield has filed an appearance as an intervenor.
2
The Howells settled their claim against JLG prior to trial.
3
Although Shane’s injuries were very serious, he has recovered, to a degree, after
extensive rehabilitation. It was noted through medical testimony that Shane is at risk for
seizures and will continue to need medication for that medical issue for the foreseeable
future.

2
this extended platform when it collapsed and landed on top of him.

¶4. The scissor lift manufactured by JLG had been purchased by Equipment Inc., which

later sold the lift to Bates Drywall, Shane’s employer, in 1993. Equipment Inc., however,

continued to perform service maintenance and “annual” inspections of the scissor lift for

Bates. (The term “annual” is in quotes because, although Equipment Inc. had performed

ongoing service on the scissor lift since 1997, documentation shows that complete

inspections of the lift were only performed in September 1998, March 2000, June 2003,

January 2008, and June 2009.) On January 28, 2010, the day prior to Shane’s accident, an

employee of Equipment Inc., Hugh Boykin, had conducted a service call for the lift in

question to address a steering problem.

¶5. As stated, the Howells filed a negligence complaint against JLG and Equipment Inc.

The basis of the Howells’ complaint against Equipment Inc. was the lack of a weight-

capacity decal indicating the maximum weight limit for the platform extension (250 pounds).

They contended that Boykin should have noted the decal was missing when he came out for

the service call and informed Bates Drywall that the lift was unsafe for use. They also

argued that “C-channels” on the platform were bent, indicating another potential safety issue.

¶6. After a jury trial, a verdict was entered in favor of Equipment Inc. The circuit court

subsequently denied the Howells’ motion for a new trial or, in the alternative, a JNOV, and

they filed an appeal, which was deflected to this Court. Finding that the verdict is not against

the overwhelming weight of the evidence and that the circuit court did not abuse its

discretion in the giving of certain jury instructions, we affirm.

DISCUSSION

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 I. Whether the circuit court erred in denying the Howells’ motion for
a new trial or, in the alternative, their motion for a JNOV.

¶7. The Howells argue that the circuit court erred in denying their motion for a new trial,

in which they argued that the jury’s verdict was against the overwhelming weight of the

evidence.

A motion for a new trial challenges the weight of the evidence. Bush v. State,
895 So. 2d 836, 844 (¶18) (Miss. 2005). When reviewing the denial of a
motion for a new trial, “we will only disturb a verdict when it is so contrary to
the overwhelming weight of the evidence that to allow it to stand would
sanction an unconscionable injustice.” Id. (citing Herring v. State, 691 So. 2d
948, 957 (Miss. 1997)). Furthermore, “the evidence should be weighed in the
light most favorable to the verdict.” Id.

Hathaway v. Lewis, 114 So. 3d 783, 786 (¶7) (Miss. Ct. App. 2013). Alternatively, the

Howells contend the circuit court should have granted their motion for a JNOV because the

evidence was legally insufficient to support a verdict for Equipment Inc. “A motion for a

JNOV ‘tests the legal sufficiency of the evidence supporting the verdict.’” Fred’s Stores of

Tenn. Inc. v. Pratt, 67 So. 3d 820, 824 (¶18) (Miss. Ct. App. 2011) (quoting Goodwin v.

Derryberry Co., 553 So. 2d 40, 42 (Miss. 1989)). Evidence is considered “in the light most

favorable to the party against whom the motion has been made, disregarding any evidence

on the part of the movant, which is conflicting.” Id. (quoting Bruner v. Univ. of S. Miss., 501

So. 2d 1113, 1116 (Miss. 1987)). “A JNOV is not proper ‘if there is credible evidence from

which to draw reasonable inferences, supporting the jury’s verdict.’” Id. (quoting Bruner,

501 So. 2d at 1116).

¶8. The Howells contend that an August 14, 1992 “Distributor Sales and Service

Agreement” between JLG and Equipment Inc. (referred to in the agreement as “Distributor”)

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imposed an affirmative duty upon Equipment Inc. to address any safety issues with the

machine used by Bates Drywall. The agreement states in part:

As and to the extent that Distributor becomes aware that any Product is being
improperly operated or that any Product requires maintenance or service for
its continued safe operation, Distributor shall notify the owner and user of said
Product of such and use its best efforts to have the owner and user of the
Product correct the same.

(Emphasis added). The Howells claim that the evidence showed that Equipment Inc.

breached its duties to Shane and Bates Drywall “to make sure unsafe conditions were

repaired; to inform its customer when equipment it serviced was not safe for use and should

be taken out of service; and to use its best efforts to have the owner and user of the product

to correct any problems with the machinery.” The day before Shane’s accident, Equipment

Inc. was contacted by Bates Drywall to correct a steering problem on the scissor lift at the

jobsite. Boykin replaced the steering switch and repaired a broken wire in the harness. The

Howells argue that Boykin had a duty to do more than just fix the steering problem – that

based upon the eighteen-year-old agreement, he should have noted that the weight-capacity

sticker for the platform extension was missing and informed Bates Drywall that the lift was

dangerous and should be removed from service.4 To support their argument that the lift was

clearly unsafe for use, the Howells point to deposition testimony by Stephen Forgas, a

representative for JLG, who stated:

Well, the machine should not have been in use based on what I saw during my
inspection due to lack of maintenance, poor maintenance on the machine, some
of the things we already talked about, such as missing capacity placards,

4
The manual for the scissor lift indicates that the weight capacity for the extended
platform was 250 pounds. Shane’s weight at the time of the accident was approximately 275
pounds.

5
 missing parts on the extension deck, damage to the extension deck, damage to
other portions of the guardrails, damage to the cable from the control box
down to the ground.

¶9. But, as Equipment Inc. notes, it was readily apparent from the evidence presented that

there was no formal contract or agreement between Bates Drywall and Equipment Inc. for

service. Billy Bates stated that he only “called [Equipment Inc.] when [he] had a problem.”

His testimony is corroborated by the documented service record of the lift, which indicates

complete “annual” inspections had only been conducted five times in a thirteen-year period.

Mr. Bates acknowledged as much, stating:

Sometimes I would have [a lift] worked on and whoever goes out there would
say, “Mr. Bates, your inspection, do you want to do it?” “Yes.” I’d say, “Yes,
do it.” And sometimes I would – I don’t remember if I got a call from them
telling me it was due or not, but I may have at times. I don’t know, because
I was a paying customer and when they did it, they got paid.

¶10. Moreover, although the Howells claim that Mr. Bates relied on Equipment Inc. to

inform him regarding the safety of the lift, he never testified that he was even aware of the

August 14, 1992 agreement between JLG and Equipment Inc. The scissor lift had been sold

to Bates Drywall in 1993, and Shane’s injury occurred in 2010, seventeen years after Bates

Drywall acquired the lift. Additionally, the sales manager for Equipment Inc., Bo Butler,

asserted in his testimony that he was unaware of the 1992 agreement with JLG.

¶11. Bates Drywall did not ask Boykin to conduct a complete inspection of the lift when

he made the repairs on January 28, 2010. In fact, Boykin stated that the workers on the job

site were waiting for him to complete his repairs so they could get back to work, as

evidenced by the following testimony:

Q. . . . Explain to the jury why you didn’t run it and check it for proper

6
 operation when you did this fix on the steering box.

A. Well, I ran it and operated it from the ground. There was no need to get
in it. I mean, they’re just standing there waiting on me trying to get
through with a job. . . . They couldn’t really go anywhere.

And so I got it back in operation and, you know, turned around and
asked them – they’ve got other machines there – “Do you have
anything else you need me to check while I’m here?” So I don’t get
halfway back to the shop and they call, “Oh, yeah, I forgot this,” you
know. And so just checked and made sure everything was working.
They signed the ticket.

....

Q. All right. And you said they were standing there waiting for [the lift],
meaning that they were using that machine right before they call you,
correct?

A. Yes, sir. It had quit.

Thus, the jury could reasonably infer from the evidence that Bates Drywall wanted the lift

put back into service as quickly as possible and did not desire a complete inspection of the

lift.

¶12. Additionally, Boykin testified that he noted no dangerous conditions on the lift when

conducting the on-site service call. He stated: “I was only called to repair what they called

about. I mean, you don’t do a complete inspection every time you go to a machine. You

walk up there, you look. If you see something that catches your eye, then – you know, you

make note of it then.” Another service technician for Equipment Inc., Ronnie Watts,

testified: “I’m trained to recognize [if a machine is too dangerous to be in service], but I

haven’t got the authority to take it out of service because I do not own it.” Further, the sales

manager for Equipment Inc., Butler, stated:

7
 We don’t have a blank check, so we can’t go spend their money and fix these
things without their authorization. And number two, we simply don’t own the
equipment. It’s not ours. So we try and give them as much useful information
as we can to – to make a decision on and leave it at that.

As to Forgas’s testimony regarding the unsafe condition of the lift, we observe that Forgas

additionally noted that it was the operator’s responsibility to conduct a “walk-around

inspection” before operating the machine and acknowledged that he did not examine the

machine until over a year after the accident.

¶13. Furthermore, Equipment Inc. notified Bates Drywall that the decals were missing in

its 2009 annual inspection report. According to the August 2008 inspection, which was

conducted by Boykin, the weight-capacity decal for the platform extension on the scissor lift

was in place. Boykin also told Bates Drywall’s foreman, Red Miller, that the rails on the lift

were bent down. However, the June 29, 2009 annual inspection report, which was provided

to Bates Drywall, noted that the manual and capacity decals were not “in place, secure [and]

legible, at both platform and ground stations.” Therefore, Bates Drywall was notified that

the capacity decals were not in place.

¶14. Additionally, Mike Pace, the Equipment Inc. service technician who performed the

June 2009 inspection, testified that when he inspected the lift, there was no indication that

the “C-channels” on the platform extension were bent. Shane even acknowledged in his

testimony that, as far as he knew, the “C-channels” were not “messed up” on the day of the

accident and that he never saw anything on the lift that would cause him to believe the lift

was unsafe.

¶15. Accordingly, we find that the evidence was legally sufficient to support the verdict

8
and not against the overwhelming weight of the evidence.

II. Whether the circuit court erred by giving jury instructions that
were not supported by the evidence.

¶16. The giving or refusal of jury instructions by a circuit court is reviewed under an

abuse-of-discretion standard. Carson v. State, 125 So. 3d 104, 105 (¶4) (Miss. Ct. App.

2013) (citing McInnis v. State, 61 So. 3d 872, 875 (¶10) (Miss. 2011)). If, when reading the

jury instructions together as a whole, “the instructions fairly announce the law of the case and

create no injustice, no reversible error will be found.” Id. at 105-06 (¶4) (quoting Maye v.

State, 49 So. 3d 1124, 1129 (¶7) (Miss. 2010)). “Though a defendant has the right to jury

instructions that present his theory of the case, an instruction may be refused if it ‘incorrectly

states the law, is covered fairly elsewhere in the instructions, or is without foundation in the

evidence.’” Id. at 106 (¶4) (quoting Davis v. State, 18 So. 3d 842, 847 (¶15) (Miss. 2009)).

A. Jury Instruction D-24R

¶17. The Howells argue that Jury Instruction D-24R, while a correct statement of the law,

was not supported by the evidence and “inapplicable in the instant case.” The jury

instruction stated:

A superseding cause is an independent and unforeseen act by a third person
which follows the defendant’s negligence and which is the substantial factor
in causing the plaintiff’s injuries. A superseding cause becomes the proximate
cause for the plaintiff’s injuries and the defendant’s negligence is a remote
cause for which he is not liable.

Thus[,] if you find from a preponderance of the evidence in this case that
Equipment Inc. was negligent in servicing the subject lift, but that an
unforeseeable act by Bates Drywall, such as allowing the lift to be overloaded,
and/or used by improperly trained employees, followed the plaintiff’s injuries,
then Equipment Inc. is not liable for the injuries proximately resulting from the
superseding cause and your verdict shall be for the defendant, Equipment Inc.

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Specifically, the Howells argue that it was foreseeable that Bates Drywall would rely on the

services of Equipment Inc. to make sure the scissor lift in question was safe; thus, the circuit

court erred in the giving of this instruction.

¶18. “The question of whether an act of negligence is a foreseeable superseding cause

requires an examination of the sequence of events leading to the injury.” Lift-All Co. Inc. v.

Warner, 943 So. 2d 12, 17 (¶18) (Miss. 2006) (citing Eckman v. Moore, 876 So. 2d 975, 982

(¶18) (Miss. 2004)). “In cases involving the issue of an intervening cause, . . . the original

actor will not be absolved of liability because of a supervening cause if his negligence put

in motion the agency by or through which injuries were inflicted.” M&M Pipe & Pressure

Vessel Fabricators Inc. v. Roberts, 531 So. 2d 615, 618 (Miss. 1988) (citing Capitol Tobacco

& Specialty Co. v. Runnels, 221 So. 2d 703, 705 (Miss. 1969)).

¶19. Equipment Inc. agrees that it was foreseeable Bates Drywall “would rely on

Equipment Inc. to perform the work which it hired Equipment Inc. to do on that particular

day,” which was to fix the steering problem on the lift. But since the accident had nothing

to do with the steering issue repaired the day prior to Shane’s accident, Equipment Inc.

counters that the jury instruction was supported by the evidence, as the injuries resulted from

Bates Drywall’s “failure to properly inspect and instruct its employees on the proper use and

inspection of such equipment” and that “[s]uch negligence on the part of Bates [Drywall] was

unforeseeable[.]” It was also unforeseeable to Equipment Inc. that Bates Drywall would

have Shane, an employee who exceeded the weight-capacity limit for the platform, working

on the scissor lift.

¶20. We find no error in the giving of this jury instruction. As our supreme court has

10
stated: “[T]he question of superseding intervening cause is so inextricably tied to causation,

it is difficult to imagine a circumstance where such issue would not be one for the trier of

fact.” O’Cain v. Harvey Freeman & Sons Inc. of Miss., 603 So. 2d 824, 830 (Miss. 1991).

Furthermore, the jury indicated in the form of the verdict that it found “that Equipment Inc.

was not negligent while servicing the aerial lift”; so if there were any potential error in the

giving of this jury instruction, it would be considered harmless. See Lift-All Co., 943 So. 2d

at 18 (¶21) (finding that “there was no primary act of negligence which could be superceded

by a secondary act of negligence”).

B. Jury Instruction D-38

¶21. At trial, the Howells objected to the circuit court’s giving of Jury Instruction D-38,

claiming it was an incomplete statement of the law and misled the jury regarding an

employer’s duty to its employee. The jury instruction read:

An employer owes its employees the nondelegable duty to provide its
employees with a safe place to work. Therefore, if you find that the subject lift
was unsafe for use and that its use by Mr. Howell during his employment with
Bates Drywall Inc. failed to remedy the unsafe condition of Mr. Howell’s
workplace, then you must find that Bates Drywall was negligent by breaching
its nondelegable duty to Mr. Howell.

The Howells argue that the jury should also have been instructed that the employer was to

exercise “reasonable care in his nondelegable duty,” and the instruction, as given, implied

Bates Drywall was “strictly liable for any actions that occurred as a result of use of the

scissor lift.”

¶22. We find no merit to this argument. The jury instruction provided a complete and

accurate statement of the law, which is that “an employer owes its employees the

11
nondelegable duty to provide its employees with a safe place to work.” Green v. Allendale

Planting Co., 954 So. 2d 1032, 1037 (¶12) (Miss. 2007) (quoting Monroe Cnty. Elec. Power

Ass’n v. Pace, 461 So. 2d 739, 748 (Miss. 1984)). The jury was further instructed that it

must find additional factors (i.e., that the lift was unsafe for use and Mr. Bates failed to

remedy the unsafe condition) in order to assign any fault to Bates Drywall; therefore, we do

not find that the jury instruction imposed a “strict liability” standard. Therefore, we find no

abuse of discretion in the giving of Jury Instruction D-38 by the circuit court.

C. Jury Instruction D-39R

¶23. The Howells also claim that the circuit court erred in giving Jury Instruction D-39R,

which addressed the form of verdict, stating:

Should you find that Equipment Inc. was not negligent while servicing the
aerial lift which is the subject of this lawsuit, then you shall return a verdict for
Equipment Inc. And your verdict shall be:

“We, the jury, find for the Defendant, Equipment Inc.”

If you find for Equipment Inc., you need not proceed further. Simply return
the verdict stated above to the Court.

Should you return a verdict for the plaintiffs in this cause, then you must
allocate fault to each person or entity whose conduct you find caused the
plaintiffs’ damages by using the following procedure:

1. First, determine the total amount of damages, if any, you wish to award
to the plaintiffs.
$_________ - for past medical expenses, (if any);
$_________ - for future medical expenses, (if any);
$_________ - for past lost wages, (if any);
$_________ - for future lost wages, (if any):
$_________ - for past and future pain, suffering, loss of enjoyment of
life and other non-economic damages (if any);
$_________ - for loss of consortium for Wendy Howell, (if any);

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 2. If you have determined, under other instructions given to you and based
on a preponderance of the evidence, that the plaintiff, Shane Howell,
was guilty of negligence which proximately contributed to the events
which caused his damages, what percentage of fault do you allocate to
Mr. Howell? _________ % fault.

3. If you have determined, under other instructions given to you and based
on a preponderance of the evidence, that Mr. Howell’s employer, Bates
Drywall Inc., is liable for all or a portion of the plaintiff’s damages,
what percentage of fault do you find should be allocated to Bates
Drywall Inc.? _______ % fault.

4. If you have determined, under other instructions given to you and based
on a preponderance of the evidence, that Equipment Inc. is liable for all
or a portion of the plaintiffs’ damages, what percentage of fault do you
find should be allocated to Equipment Inc.? ______% fault.

5. The combined total percentages of fault allocated to Christopher Shane
Howell, Bates Drywall Inc., and Equipment Inc. must equal 100
percent.

Counsel for the Howells argued at trial that its Jury Instruction P-15R was more appropriate

and simple because “it logically [went] through the issues and ha[d] the jury decide, first off,

whether or not [Equipment Inc.] was negligent.” The Howells claim that Jury Instruction D-

39R was confusing to the jury because it addressed damages before liability. To support

their claim, they note the fact that the jury found Equipment Inc. was not negligent, but still

filled out the rest of the verdict form, assessing zero percentage of fault to Equipment Inc.,

despite the instructions that there was no need to proceed further.

¶24. Mississippi Code Annotated section 11-7-157 (Rev. 2004) states: “No special form

of the verdict is required, and where there has been a substantial compliance with the

requirements of the law in rendering a verdict, a judgment shall not be arrested or reversed

for mere want of form therein.’” “[T]he test of whether a verdict is sufficient as to form ‘is

13
whether or not it is an intelligent answer to the issues submitted to the jury and expressed so

that the intent of the jury can be understood by the court.” Oliver v. Goodyear Tire &

Rubber Co., 10 So. 3d 976, 978 (¶7) (Miss. Ct. App. 2009) (quoting Miss. Valley Gas Co.

v. Estate of Walker, 725 So. 2d 139, 151 (¶45) (Miss. 1998) (overruled on other grounds)).

¶25. In this instance, the jury’s verdict clearly expressed that it did not find Equipment Inc.

liable for damages, and its intent was understood by the circuit court. Although the jury did

not precisely follow the instructions in rendering the verdict, we find that it substantially

complied with the requirements of the law. Accordingly, we find no abuse of discretion in

the giving of this jury instruction.

¶26. THE JUDGMENT OF THE CIRCUIT COURT OF HINDS COUNTY IS
AFFIRMED. ALL COSTS OF THIS APPEAL ARE ASSESSED TO THE
APPELLANTS.

LEE, C.J., IRVING AND GRIFFIS, P.JJ., ISHEE, ROBERTS, CARLTON,
MAXWELL AND FAIR, JJ., CONCUR. JAMES, J., CONCURS IN PART
WITHOUT SEPARATE WRITTEN OPINION.

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