United States Court of Appeals,
Fifth Circuit.
No. 93-1159
Summary Calendar.
George A. HARMON, Plaintiff-Appellant,
v.
GENERAL MOTORS CORPORATION, Defendant-Appellee,
v.
AETNA CASUALTY AND SURETY COMPANY, Intervening Defendant-Appellant.
Sept. 3, 1993.
Appeals from the United States District Court for the Northern District of Texas.
Before GARWOOD, SMITH, and DeMOSS, Circuit Judges.
JERRY E. SMITH, Circuit Judge:
I.
Plaintiff George Harmon, at the time in question, worked for Southern Systems, Inc. ("SSI").
SSI co ntracted with General Motors Corporation ("GM") to install a new conveyor system in the
Arlington, Texas, assembly plant. Harmon was injured while attempting to hoist parts from the
ground floor of the plant to the roof.
Prior to the accident, Harmon had been conveying materials to the roof using a crane outside
the plant. On November 9, 1989, Harmon and two employees decided to use an existing hoist inside
the plant. Harmon and two other workers entered an electrical substation room (the "substation")
to access the hoist; a sign reading "Authorized Personnel Only" was affixed to the door.
Inside the substation, a hole in the floor allowed the hoist to be lowered to the ground floor.
At the time of the accident, Harmon was on the ground floor guiding a basket filled with parts.
Several barricade poles, with ropes attached, surrounded the hole. During the hoisting operation, the
workers disturbed one of the poles, causing it to fall through the hole and onto Harmon's ankle. Each
barricade pole consisted of an automobile wheel rim with three feet of pipe welded to it.
According to the contract between GM and SSI, SSI's workers could not use GM's equipment
or be present in undesignated areas of the plant without GM's permission. Harmon knew of these
rules. No one at GM ever gave permission to any of SSI's employees either to be present in the
substation or to use the hoist. Harmon only obtained permission from one of SSI's supervisors.
Those supervisors acknowledge that they never asked GM for permission to use either the substation
or the hoist and admit that GM never would have authorized such use. Although Harmon apparently
had used the hoist on two previous occasions, he produced no evidence that GM knew of such use.
After seeking and obtaining workers' compensation benefits for his injury, Harmon sued GM
for his injury, claiming a premises defect.1 After one year of discovery, GM filed a motion for
summary judgment. After hearing and full briefing, the district court granted GM's motion for
summary judgment on the ground that Harmon was a trespasser.
II.
Alleging that he was an invitee, Harmon argues that the district court erred in granting
summary judgment on the basis that he was a trespasser.2 In Texas, employees of a cont ractor
performing work at a plant can be considered invitees as to part of the pl ant and trespassers as to
other parts. The Texas Supreme Court has explained the rule as follows:
Thus, a person who is invited or permitted to enter a particular part of the land becomes a
trespasser if he enters another part of the land. Where a person while lawfully on the property
of another or on public property as an invitee leaves that portion of the property on which he
has been invited, or uses the property on a venture in his own interests and not within the
scope of his invitation or purpose for which the property was reasonably intended, he loses
his status as an invitee and becomes a trespasser or mere licensee.
Burton Constr. & Shipbuilding Co. v. Broussard, 154 Tex. 50, 273 S.W.2d 598, 602-03 (1954)
(citation and quotation marks omitted).
Because this case comes before us on summary judgment, we review the district court's
1
Aetna Casualty and Surety Company intervened, claiming it was subrogated to Harmon's
rights because it had paid workers' compensation benefits under SSI's policy.
2
Harmon does not allege that GM's conduct amounted to willful or wanton conduct or gross
negligence. Because Texas law requires a trespasser to show such a breach of duty to recover in
tort, Smither v. Texas Utils. Elec. Co., 824 S.W.2d 693, 695 (Tex.App.—El Paso 1992, writ
dism'd by agreement), Harmon's claim fails if the district court correctly determined that he was a
trespasser.
decision de novo, viewing all facts in the light most favorable to Harmon. See Anderson v. Liberty
Lobby, Inc., 477 U.S. 242, 248, 106 S.Ct. 2505, 2510, 91 L.Ed.2d 202 (1986). Here, however, the
relevant facts are undisputed; the parties contest only the legal significance of those facts. Where
the basic facts are established, the plaintiff's status as a trespasser, invitee, or licensee is a question
of law. Lechuga v. Southern Pac. Transp. Co., 949 F.2d 790, 794 & 799 (5th Cir.1992) (per curiam)
(Texas case); Olivier v. Snowden, 426 S.W.2d 545, 550 (Tex.1968).
Harmon was a trespasser as a matter of law. GM and SSI had a contract that specified that
SSI's employees could not use GM's equipment or enter undesignated areas of the plant without
permission. Quite simply, under the terms of the contract, Harmon was a trespasser both because he
entered the substation without GM's permission and because he used the hoist without its approval.
In other words, the parties have determined by contract that employees of SSI become trespassers
whenever they enter undesignated areas or used GM's equipment.3
Relying upon Amoco Chems. Corp. v. Sutton, 551 S.W.2d 459, 462
(Tex.Civ.App.—Eastland 1977, writ ref'd n.r.e.), Harmon argues that invitee status extends to areas
that a reasonable person would think are open to him. A reasonable person, however, would not
think a room marked "Authorized Personnel Only" was open to him. Moreover, this dictum is
irrelevant to the case before us. Where a party has agreed by contract to delineate areas and
equipment that are off limits, an employee of that party becomes a trespasser as a matter of law when,
without permission, he enters such an area or uses such equipment. Because the contract specifies
what areas are off limits, a reasonable person would not think such areas are open to him. Although
some cases may present a question of whether implied permission has been given, this case raises no
such issue.
The judgment of the district court is AFFIRMED.
3
Although supporting our holding, the fact that Harmon personally knew that he should have
obtained GM's permission is not determinative. The contract between SSI and GM is controlling,
regardless of Harmon's knowledge.