Estate of Frant v. Haystack Group, Inc.

Annotate this Case
ESTATE_OF_FRANT_V_HAYSTACK_GROUP_INC.92-584; 162 Vt. 11; 641 A.2d 765

[Opinion Filed February 28, 1994]

[Motion for Reargument Denied May 3, 1994]

 NOTICE:  This opinion is subject to motions for reargument under V.R.A.P.
 40 as well as formal revision before publication in the Vermont Reports.
 Readers are requested to notify the Reporter of Decisions, Vermont Supreme
 Court, 109 State Street, Montpelier, Vermont 05609-0801 of any errors in
 order that corrections may be made before this opinion goes to press.


                                 No. 92-584


 Estate of Martin A. Frant,                   Supreme Court
 Roger Frant, Administrator
                                              On Appeal from
      v.                                      Windham Superior Court

 Haystack Group, Inc, et al.                  September Term, 1993



 Arthur J. O'Dea, J.

 J. Eric Anderson of Cantini, Anderson & Oakman, Manchester Center, Richard
    M. Howland, Amherst, Massachusetts, and Jean M. Fielding, Greenfield,
    Massachusetts, for plaintiffs-appellants

 David L. Cleary and Thomas P. Aicher of David L. Cleary Associates, Rutland,
    for defendants-appellees



 PRESENT:  Allen, C.J., Gibson, Dooley, Morse and Johnson, JJ.



      MORSE, J.   Martin Frant sued for injuries received when he skied into
 a wooden lift-corral post at defendant Haystack's ski area.(FN1) Haystack won
 summary judgment under Vermont's sports injury statute, which states that "a
 person who takes part in any sport accepts as a matter of law the dangers
 that inhere therein insofar as they are obvious and necessary."  12 V.S.A. {
 1037 (acceptance of inherent risks).  We hold the trial court misconstrued {
 1037 by concluding that, regardless of whether the ski area's use of the

 

 wooden posts was negligent, the statute prevented recovery as a matter of
 law because Frant accepted the "obvious and necessary" risk posed by the
 corral post.  Instead, whether the ski area's use of wooden corral posts was
 an "obvious and necessary" risk should have been a threshold question of
 fact decided by the jury.  If the answer was affirmative, { 1037 would have
 entitled the ski area to a verdict as a matter of law.  But if the answer
 was negative, then Frant's recovery should have been disallowed only if his
 negligence in encountering the risk posed by the corral post was greater
 than or equal to the ski area's negligence in creating that risk.  See 12
 V.S.A. { 1036 (comparative negligence).  We reverse and remand for trial.
      On a February day in 1987, ten-year-old Frant was skiing on the
 Haymaker Trail at Haystack Mountain, a trail he had already skied at least
 twice that day.  Frant described himself as an intermediate-to-advanced
 skier who could handle most of the trails at mountains he had previously
 skied.  The boy was injured when he skied into a lift corral, a holding
 area designed to funnel skiers into a row to board the lift.  He struck one
 of a series of wooden posts supporting the rope lines of the corral.  The
 unpadded post was four inches by four inches by eight feet tall and stood in
 frozen ground, having been installed before the ski season.  Frant admitted
 he was skiing "pretty fast" and that he had seen the post on his earlier
 runs.  In his words, he "messed up."
      Haystack moved for summary judgment on the basis that the wooden post
 was an "obvious and necessary" danger inherent in downhill skiing, and,
 under 12 V.S.A. { 1037, Frant had assumed the risk of this danger as a
 matter of law.  Frant opposed summary judgment by raising a disputed factual
 issue about whether the corral's unpadded wooden post construction, as

 

 opposed to the corral itself, was "necessary" within the meaning of 12
 V.S.A. { 1037.  Frant submitted the affidavit of a ski-area safety expert
 who stated that it was a common practice to pad corral posts in anticipation
 of skiers colliding with a post or pushing someone else into one.  The affi-
 davit further stated that there was "definitely a safer way of providing a
 [corral] line and support without using 4" x 4" posts," by using "forgivable
 [plastic] types."  The expert's opinion was basically that Frant's injury
 was foreseeable and resulted from "a well known avoidable hazard in the ski
 industry."  The trial court, nevertheless, held as a matter of law under 12
 V.S.A. { 1037 that "a wooden guide post at the corral leading to the chair
 lift is an obvious and necessary risk."
      This is our first opportunity to construe 12 V.S.A. { 1037.  In order
 to interpret this statute, we must determine its intent by analyzing not
 only its language, but also its purpose, effects and consequences.  See In
 re R.S. Audley, Inc., 151 Vt. 513, 517, 562 A.2d 1046, 1049 (1989).  The
 avowed purpose for the statute was extensively set out in { 1 of the Act
 (preamble):
           Since 1951, the law relating to liability of operators
         of ski areas in connection with downhill skiing injuries
         has been perceived to be governed by the doctrine of
         volenti non fit injuria as set forth in the case of
         Wright v. Mt. Mansfield Lift, Inc., 96 F. Supp. 786,
         decided by the United States District Court for Vermont.
         In 1976, in the case of Leopold v. Okemo Mountain, Inc.,
         420 F. Supp. 781, decided also by the United States
         District Court for Vermont, the doctrine of assumption of
         risk was held to be applicable in a downhill skiing

 

         injury case, despite the adoption of a comparative
         negligence statute by the Vermont General Assembly in
         1970.  In 1977, in the case of Sunday v. Stratton
         Corporation, the Superior Court for Chittenden County of
         the state of Vermont ruled that the defense of
         assumption of risk was inappropriate in a comparative
         negligence case involving a downhill skiing injury.

           It is a purpose of this act to state the policy of this
         state which governs the liability of operators of ski
         areas with respect to skiing injury cases, including
         those resulting from both alpine and nordic skiing, by
         affirming the principles of law set forth in Wright v.
         Mt. Mansfield Lift, Inc., and Leopold v. Okemo Mountain,
         Inc., which established that there are inherent dangers
         to be accepted by skiers as a matter of law.

 1977, No. 119. (Adj. Sess.), { 1 (eff. Feb. 7, 1978).  Therefore, to under-
 stand { 1037, we must begin by examining the common-law principles found in
 the Vermont federal and state cases mentioned in the statement of purpose,
 Wright, Leopold, and Sunday.
      In Wright, the plaintiff broke her leg after colliding with a snow-
 covered tree stump while skiing down a trail in January 1949.  Relying on
 the doctrine of volenti non fit injuria (one who consents cannot claim
 injury), the court held that those responsible for safety at Stowe's ski
 area were not liable for the accident.  96 F. Supp.  at 791.  The court
 reasoned that, when plaintiff chose to ski, she accepted "the dangers that
 inhere in [skiing] so far as they are obvious and necessary."  Id.
 "Obvious," in this context, does not mean something easily observed by a
 skier who looked.  To the contrary, the court stated the trail, at the
 place of the accident, "was smooth and covered with snow.  There were no
 unexpected obstructions showing."  Id.  Rather, an obvious risk was one
 inherent in the nature of the sport.  In skiing, tree stumps are an obvious
 risk because the trails are "areas cleared down the rough mountain side . .
 . by cutting trees, by bulldozing and by other methods."  Id. at 788.  Tree
 stumps were a "necessary" risk because the effort required to remove them
 was deemed, at that time, to be an unreasonable burden.  Indeed, it would be
 an "impossible" demand to expect that "the terrain of a ski trail down a
 mighty mountain" could reasonably be kept hazard-free.  Id. at 791.  Using a

 

 directed verdict standard, on facts most favorable to the plaintiff skier,
 the court held that the defendants owed no duty to protect their skiing
 patrons from stumps under the snow, and, therefore, skiers were deemed to
 have assumed the risk of injury skiing over the rough terrain.  Id. at 790-
 91.
      Twenty-five years later in Leopold, a case tried to court, the ski area
 was found not liable to the estate of a skier who was killed by colliding
 with an unpadded ski lift tower.  420 F. Supp.  at 787.  The court ruled that
 the tower was an obvious risk -- obvious, not in the sense that word was
 used, as a term of art, in Wright, but in the sense that the plaintiff's
 decedent, an experienced skier familiar with the ski area, knew that the
 bright blue towers were unpadded and willingly risked colliding with a tower
 if he lost control while negotiating the trail.  Id.  The court also
 concluded that ski towers, which serve a useful purpose, were "more neces-
 sary to the sport of skiing than [the] hidden tree stumps" in Wright.  Id.
 The court acknowledged that some risks presented by the towers  -- for
 example, that they were unpadded -- were not "absolutely necessary" in that
 the ski area could have reduced or eliminated the risk before the accident.
 Id. at 786.  But the court never reached the issue of the ski area's duty to
 do so, instead deciding the case on the skier's awareness of the risk.  Id.
 at 787.
       Although Leopold paid lip service to Wright, see id. ("we rely upon
 the principles of [Wright] as the basis for the conclusion reached here"),
 the rationales of the two cases appear to be fundamentally incompatible.
 Because { 1037's preamble purports to adopt both Wright and Leopold, we must
 first see whether the two cases can be reconciled, and, if not, what

 

 principles the legislature intended to carry forward from the two cases into
 { 1037.  The key to answering both questions is Sunday v. Stratton Corp.,
 136 Vt. 293, 390 A.2d 398 (1978), the third downhill skiing case, mentioned
 along with Wright and Leopold, in { 1037's preamble.  The preamble refers to
 the trial court decision in Sunday, which was apparently the immediate
 impetus for enacting { 1037; this Court did not rule on the Sunday appeal
 until after { 1037 went into effect.
      In Sunday, the plaintiff was injured after becoming entangled in
 concealed brush while skiing on a novice trail.  136 Vt. at 297-98, 390 A.2d 
 at 401.  The ski area moved for a directed verdict, claiming to rely on the
 assumption-of-risk standard declared in Wright.  Id. at 297, 299, 390 A.2d 
 at 400-401.  The trial court denied the motion, ruling that whether the
 concealed brush was an assumed risk was a disputed question of fact to be
 decided by the jury.  It also ruled that the plaintiff's negligence, if any,
 in encountering the risk would be submitted to the jury under Vermont's
 comparative negligence statute, 12 V.S.A. { 1036.
      Section 1037's preamble treats the trial court ruling in Sunday as a
 major departure from Wright, a signal that something had gone awry in the
 law of ski-area liability.  Undoubtedly, media coverage of the Sunday trial
 caused alarm in the legislature that ski areas were about to be subjected to
 increased liability.  In our decision on the Sunday appeal, we noted that
 the trial court's comments in denying the motion for a directed verdict
 prompted publicity:
           A resulting front page article appeared in the
           Burlington Free Press, headlined "Ruling May Broaden
           Liability of Ski Resorts." . . .  In the middle of the
           article . . . was a phrase . . . that the presiding
           judge had stated "frankly" that he did not think ski
           areas should be allowed to operate any longer "hiding

 

           behind" the philosophy that ski accidents are a risk
           people assume when they go skiing.

 136 Vt.  at 305, 390 A.2d  at 404-05.  During committee consideration of {
 1037, a senator remarked, "If [Sunday] had not come out the way it did in
 terms of [the trial judge's] ruling on assumption of risk, they [the ski
 areas] would not be here today."  Hearings on H. 417 before Senate
 Judiciary Committee, Jan. 18, 1978, at 3 (statement of Senator David
 Gibson); see Note, Assumption of Risk after Sunday v. Stratton Corporation,
 3 Vt. L. Rev. 129, 130 (1978) (describing media coverage and legislative
 concern).
      The legislature's clear purpose then was to return the law of ski-area
 liability to where it had existed prior to the Sunday trial.  Unfortunately,
 the legislature's task in drafting { 1037 was probably more daunting than it
 realized.  Wright and Leopold, the prior cases cited in the preamble, were
 not facially consistent.  Moreover, they were federal cases, not binding on
 this Court, which had never had the opportunity to interpret them or to rule
 independently on ski-area liability.  Only after the passage of { 1037 did
 this Court have an opportunity in the Sunday appeal to make two important
 clarifications: (1) that Wright and Leopold were irreconcilable, and (2)
 that the trial court's result in Sunday had been consistent with Wright (and
 was affirmed as such).
      Affirming the judgment for the plaintiff in Sunday, this Court
 explained that there are two different concepts, both commonly labeled
 "assumption of risk."  136 Vt. at 301-04, 390 A.2d  at 402-04.  The Supreme
 Court of New Jersey succinctly summarized the two concepts:
         In one sense (sometimes called its "primary" sense),
         [assumption of the risk] is an alternate expression for
         the proposition that defendant was not negligent, i.e.,

 

         either owed no duty or did not breach the duty owed.  In
         its other sense (sometimes called "secondary"), assump-
         tion of risk is an affirmative defense to an established
         breach of duty.

 Meistrich v. Casino Arena Attractions, Inc., 155 A.2d 90, 93 (N.J. 1959).
 The rationale in Wright relied on primary assumption of risk, in Leopold on
 the secondary sense, although neither decision used this terminology.  The
 fact that these two concepts existed and were used somewhat interchangeably
 in prior ski-area liability cases has created confusion about which standard
 the legislature intended to incorporate into { 1037.
      In Sunday, we adopted the widely accepted primary assumption-of-risk
 rule applied in Wright and explained that stating that a skier assumes
 inherent dangers of a sport is no different from stating that the ski area
 did not breach any duty owed to the skier.  See 136 Vt. at 301, 390 A.2d  at
 402 ("primary" assumption of risk "is the equivalent of, and better put as,
 a claim that defendant owed plaintiff no duty with respect [to the partic-
 ular risk]").  Our analysis in Sunday, therefore, is consistent with
 Wright.  We agree with the Second Circuit that
         the only difference between Wright and Sunday is in
         their results, not in the principles of controlling law.
         In Wright, the defendant did not breach any duty it owed
         to plaintiff; in Sunday, it did.  In both cases, though,
         the defendant's duty -- to warn of or correct dangers
         which in the exercise of reasonable prudence in the
         circumstances could have been foreseen and corrected  --
         was the same.

 Dillworth v. Gambardella, 970 F.2d 1113, 1119 (2d Cir. 1992).
      Thus, in Wright, the injured skier did not personally know of,
 appreciate, and consent to skiing into stumps hidden under the snow cover.
 Rather, she and all skiers on the mountain were deemed to consent to all
 hazards that reasonably careful trail maintenance could not eliminate.

 

 "Deemed consent" is a legal fiction that explains the lack of a ski area's
 duty to remove or warn skiers of tree stumps on a trail.  The ski area in
 Wright was, therefore, not at fault regardless of whether plaintiff
 appreciated, and actually consented to assume, risks in the sport of skiing.
 In Sunday, the ski area was held to have a duty to remove brush on the
 trail, indeed the ski area's own employees and experts testified that brush
 could and should have been eliminated.  136 Vt. at 298, 390 A.2d  at 401.
 Both cases turn on primary assumption of risk.
     In contrast to both Wright and Sunday, Leopold was based on secondary
 or explicit assumption of risk.  There, the injured skier was not deemed to
 have consented to lift-tower hazards on the basis that the ski area had done
 all that was reasonably expected of it in maintaining the towers in a
 reasonably safe condition.  Rather, the Leopold court found that, even
 assuming Okemo could have been more careful, the injured skier was
 "cognizant of the dangers . . . [t]he hazard was in plain view," he "could
 have chosen not to proceed[, and y]et, he chose to ski the trail" and
 "willingly assumed . . . the danger that he might collide with a tower if he
 lost his control or concentration for an instant."  420 F. Supp.  at 787.
      Haystack relies exclusively on a theory of secondary assumption of the
 risk from Leopold:  Frant saw the posts, which were obvious, and such posts
 were a necessary part of skiing; judgment, therefore, should be for defend-
 ant as a matter of law.  According to Haystack, the issue of primary
 assumption of risk does not arise because it has no duty to abate risks that
 are obvious and necessary.  Frant turns the analysis around, relying on
 Wright's primary assumption of risk:  whether the post construction was
 necessary and its dangers obvious are questions of material fact that must

 

 be raised before his negligence becomes an issue.  As in any tort action,
 urges plaintiff, the question of defendant's duty is the threshold question
 to evaluating plaintiff's negligence, if any.
      We agree with the parties that { 1037 can only incorporate one of these
 views, and believe that the Wright/Sunday theory of primary assumption of
 risk is the one that has been retained.  First, the impetus for { 1037 came
 from the trial court rulings in Sunday, which were based on interpretations
 of Wright; Leopold was never raised.  To the extent that prior ski area
 liability law was threatened, Wright not Leopold was implicated.  In light
 of publicity surrounding the Sunday jury trial, which undoubtedly informed
 the legislative debate on ski user liability, we believe { 1037's language
 and preamble indicate the legislature wished to bolster the concept of
 primary assumption of the risk as first announced in Wright, presumably to
 dispel any perception that it had been jettisoned by the trial court in
 Sunday.  As it turned out, 12 V.S.A. { 1037 and the analysis in Sunday on
 appeal decided after { 1037 enactment are completely consistent.  Compare {
 1037 (as a matter of law, one who participates in sport "accepts the dangers
 that inhere therein insofar as they are obvious and necessary") with Wright,
 96 F. Supp.  at 791 (one who takes part in sport "accepts the dangers that
 inhere in it so far as they are obvious and necessary").
      Moreover, Leopold which depended on the court's findings of fact, is
 unworkable as precedent for applying a directed verdict standard.  The deci-
 sion is also somewhat confusing because it includes language incorporating
 the doctrine of primary assumption of risk and purporting to follow Wright.
 But the opinion is also replete with language about how the skier in effect
 knew of the risk, appreciated the extent of the dangers, and consented to

 

 assume it, see 420 F. Supp.  at 787, the classic elements of secondary
 assumption of risk.  See Sunday, 136 Vt. at 303, 390 A.2d  at 404.  Much of
 the confusion was engendered because Leopold was a trial to court.  Because
 there was no need to charge a jury, the court simply skipped over the
 threshold question of whether the ski area had a duty to the skier by
 leaving ski lift towers unpadded, which was the most difficult -- and most
 contested -- factual issue.  Instead, it focused on another part of the
 case, which it thought more soundly grounded, and found as a fact that
 plaintiff had assumed the risk in the secondary sense.  Leopold, 420 F. Supp.  at 787.  The court, in effect, decided the issues in the case
 backwards, reaching the plaintiff's negligence before considering the
 defendant's.  This sequence would be impractical in a jury trial.
      Yet, given the muddling of assumption of risk in Vermont's case law,
 some question may linger whether by enacting { 1037, the legislature
 intended to provide more protection from liability for ski areas than the
 law of negligence and primary assumption of risk did.  The drafters of {
 1037 did not distinguish between primary and secondary assumption of risk,
 probably believing the doctrine encompassed a single concept.  For instance,
 { 1037, by its own terms, operates "[n]otwithstanding the provisions of
 section 1036," that is, operates notwithstanding comparative negligence.
 Comparative negligence, however, applies only when both defendant and
 plaintiff are negligent.  But the statute then goes on to describe primary
 assumption of risk, a concept that does not address plaintiff's fault
 (secondary assumption of the risk) in any way.  The risk in the primary
 sense may be hidden, like the one in Wright, and not subject to the skier's

 

 reasonable perception.  If defendant has no duty to guard against a risk,
 plaintiff's fault in encountering the hazard is irrelevant.
      Although some confusion is engendered by reading the statute against
 the purpose stated in the preamble, merging secondary assumption into the
 statute would lead to absurd results in more extreme cases.  For example, a
 skier who encountered a readily apparent barbed-wire, hard-metal post corral
 may have been foolish to ski there, but we hardly think the legislature
 intended to bar the injured skier's cause of action as a matter of law.
      In drafting 12 V.S.A. { 1037, the legislature avoided cataloguing fact-
 specific examples of "obvious and necessary" risks inhering in sports such
 as skiing.  The legislature thereby recognized, as Wright demonstrates, that
 yesterday's necessary skiing risks tend to become, with the passage of time
 and advancement of technology, reasonably avoidable.  At the time Wright was
 decided, skiers were forced to assume the risk of colliding with snow-
 covered tree stumps, because grooming and inspection techniques in 1949 had
 not evolved to where it was feasible to detect and remove, or warn skiers
 about, such hazards.  As Frant's expert witness suggested, state-of-the-art
 technology has evolved well beyond the early stages.  Even the ski industry
 now concedes that today the failure to detect a tree stump could serve as
 the basis for negligence "in view of improved grooming techniques."  See
 Sunday, 136 Vt. at 300, 390 A.2d  at 402.  The language of 12 V.S.A. { 1037
 is broad enough to account for safety improvements in the skiing industry.
 We do not think the legislature's purpose in reasonably protecting the
 skiing industry is compromised by asking a jury to supply a contemporary
 sense of what constitutes an obvious or necessary risk.  Skiers should be

 

 deemed to assume only those skiing risks that the skiing industry is not
 reasonably required to prevent.
      In this case, Frant was not given the opportunity to prove through his
 expert witness that technology had evolved such that the wooden corral post
 system used by defendant was no longer, if it had ever been, an "obvious and
 necessary" risk.  The issue of defendant's duty was effectively removed from
 the case.  We do not believe the legislature intended this result.
     Reversed and remanded.



                                    FOR THE COURT:


                                    ______________________________
                                    Associate Justice

------------------------------------------------------------------------------
                                Footnotes

FN1.    Frant subsequently died from causes unrelated to the ski accident,
and his estate was substituted as plaintiff.

-------------------------------------------------------------------------------


 


                                Concurring

 NOTICE:  This opinion is subject to motions for reargument under V.R.A.P.
 40 as well as formal revision before publication in the Vermont Reports.
 Readers are requested to notify the Reporter of Decisions, Vermont Supreme
 Court, 109 State Street, Montpelier, Vermont 05609-0801 of any errors in
 order that corrections may be made before this opinion goes to press.


                                 No. 92-584


 Estate of Martin A. Frant,                   Supreme Court
 Roger Frant, Administrator
                                              On Appeal from
      v.                                      Windham Superior Court

 Haystack Group, Inc, et al.                  September Term, 1993


 Arthur J. O'Dea, J.

 J. Eric Anderson of Cantini, Anderson & Oakman, Manchester Center, Richard
    M. Howland, Amherst, Massachusetts, and Jean M. Fielding, Greenfield,
    Massachusetts, for plaintiffs-appellants

 David L. Cleary and Thomas P. Aicher of David L. Cleary Associates, Rutland,
    for defendants-appellees


 PRESENT:  Allen, C.J., Gibson, Dooley, Morse and Johnson, JJ.


      ALLEN, C.J., concurring.   I concur in the result because disputed
 facts concerning the construction of the corral raise a challenge to its
 necessity and preclude a grant of summary judgment.  See Wesco, Inc. v. Hay-
 Now, Inc., 159 Vt. 23, 26, 613 A.2d 207, 209 (1992) (to prevail on motion
 for summary judgment, there must be no genuine issues of material fact).
 Ordinarily, the question of whether a danger is obvious and necessary
 within the meaning of 12 V.S.A. { 1037 should be resolved by a jury.
 Dillworth v. Gambardella, 970 F.2d 1113, 1123 (2d Cir. 1992).





                                    _____________________________
                                    Chief Justice

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