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Smart Summary

Factual and Procedural Background

Charles Madonna and Dolores Wilson filed a lawsuit seeking damages for injuries sustained in a motorcycle accident involving a motorcycle manufactured by Harley Davidson, Inc. The plaintiffs based their claims on strict liability under Restatement (Second) of Torts § 402A, alleging that a defective upper mounting bolt on the brake caliper caused the accident. Following a jury trial, the verdict found that the motorcycle defect was not a substantial factor in causing the accident. The trial court denied the appellants' post-trial motions, and this appeal followed. The appellants challenged the trial court's admission of evidence regarding the intoxication and operation of the motorcycle by appellant Madonna at the time of the accident.

Legal Issues Presented

  1. Whether the trial court erred in permitting the defense to introduce evidence of appellant Madonna's intoxication and operation of the motorcycle in a strict liability case.
  2. Whether evidence of a plaintiff's conduct, including intoxication, is relevant and admissible in a strict products liability action to establish causation.

Arguments of the Parties

Appellants' Arguments

  • The appellants contended that the trial court erred by allowing the defense to submit evidence of appellant Madonna's intoxication and operation of the motorcycle, arguing that such evidence improperly introduced negligence principles into a strict liability case.

Appellees' Arguments

  • The defense argued that the defective bolt was functioning properly at the time of the accident and that the collision was solely caused by the intoxicated and reckless operation of the motorcycle by appellant Madonna.
  • They supported this claim with testimony from witnesses who smelled alcohol, blood alcohol test results, expert testimony correlating blood alcohol level to impairment, and a reconstruction expert opining that the bolt fractured as a result of the accident, not before.

Table of Precedents Cited

Precedent Rule or Principle Cited For Application by the Court
Kimco Development v. Michael D's Carpet, 536 Pa. 1, 637 A.2d 601 (1993) Negligence concepts are not to be introduced in strict products liability cases; negligence cannot excuse a defective product or reduce recovery by comparing fault. Confirmed that negligence concepts have no place in strict liability actions, supporting exclusion of negligence except as it relates to causation.
Childers v. Power Line Equipment Rentals, 681 A.2d 201 (Pa.Super. 1996) Evidence of plaintiff's conduct may be relevant in strict liability cases as it relates to causation; reckless conduct can be a superseding cause. Applied to allow evidence of intoxication as relevant to causation, distinguishing from mere negligence or carelessness.
Walton v. Avco Corp., 530 Pa. 568, 610 A.2d 454 (1992) A plaintiff must prove the product defect and that the defect was a proximate cause of injury in strict liability. Reinforced the causation requirement in strict liability claims.
Gallagher v. Ing, 532 A.2d 1179 (Pa.Super. 1997) Evidence of driver intoxication is admissible to show intoxication was the legal cause of loss of control in a strict liability claim. Supported admission of intoxication evidence as relevant to causation.
Surowiec v. General Motors Corp., 672 A.2d 333 (Pa.Super. 1996) Expert testimony on intoxication corroborated by other evidence is admissible to establish intoxication as cause of accident. Used to justify expert testimony on intoxication in this case.
Bascelli v. Randy, Inc., 488 A.2d 1110 (Pa.Super. 1985) Driver’s admissions about product condition and loss of control are relevant to causation even in strict liability cases. Confirmed that evidence showing accident cause unrelated to product defect is admissible.

Court's Reasoning and Analysis

The court recognized that negligence principles are generally excluded from strict liability cases, as negligence cannot excuse a defective product or reduce recovery. However, the court distinguished that evidence of a plaintiff's conduct is admissible when it relates to causation. Specifically, evidence showing that the plaintiff's reckless or intoxicated conduct was the sole cause of the injury, independent of any product defect, is relevant. The court relied on prior rulings, including Childers, which acknowledged that reckless conduct may constitute a superseding cause, thereby negating causation by the defect.

In this case, the defense presented competent evidence that the defective brake caliper bolt was not a substantial factor, and that the driver's intoxication and operation of the motorcycle caused the accident. The court found that this evidence was properly admitted because it directly addressed the causation element in the strict liability claim. The court distinguished this from mere negligence or carelessness, which would be irrelevant, and emphasized that the evidence demonstrated the driver's conduct was the sole cause of the accident.

The court also cited analogous cases where intoxication evidence was admitted in strict liability contexts, reinforcing the principle that user conduct can be relevant to causation. Accordingly, the court concluded that the trial court did not err in admitting the evidence of intoxication and operation, as it was material to whether the defect caused the injury.

Holding and Implications

The court affirmed the judgment of the trial court denying the appellants' post-trial motions.

The direct effect of this decision is to uphold the trial court's ruling that evidence of a plaintiff's intoxication and operation of a product is admissible in a strict liability case when offered to negate causation by the product defect and to show that the plaintiff's conduct was the sole cause of the injury. The opinion does not establish new precedent but reaffirms existing principles limiting negligence evidence while allowing relevant conduct evidence on causation.

Charles A. MADONNA AND Dolores M. WILSON, Appellees, v. HARLEY DAVIDSON,INC., Camcar Textron, Textron Inc., Holo-Krome Co., Danaher ToolCompany, Ind. and as a Subsidiary of Danaher Corporation; Dean'sHarley Da

DEL SOLE, Judge:

This is an appeal from judgment entered following the denial of Appellants' post-trial motions. Charles Madonna and Dolores Wilson instituted the underlying action for damages resulting from an accident that occurred that while they were riding on a motorcycle manufactured by Appellee, Harley Davidson Inc. Their claims against the defendant were based on a theory of strict liability. Restatement (Second) of Torts § 402A. Following a jury trial, a verdict, in response to a special interrogatory, was rendered finding the motorcycle defect was not a substantial factor in causing the accident. In post trial motions and again in this appeal, Appellants assert that the trial court erred when it permitted the defense to submit evidence of Appellant-Madonna's intoxication and operation of the vehicle at the time of the accident. Because we agree with the trial court that competent evidence of the driver's intoxication and vehicle operation were relevant to the question of causation, we affirm.

In this case both parties agreed that an upper mounting bolt on the brake caliper of the front wheel of the motorcycle was defective, subject to a recall and, if it broke during operation, could cause the driver to lose control. Appellants claimed, while operating the motorcycle, the defective bolt fractured, and was the sole cause of the accident. The defense offered evidence that the defective bolt was working properly at the time of the accident and the collision was solely caused by operator error. Intoxication evidence was submitted in support of this claim. Over Appellants' objections the defense offered evidence from two witnesses who smelled alcohol on the driver's breath and submitted the results of a blood alcohol test. Also, an expert pathologist testified and related the blood test results back to the time Mr. Madonna operated the vehicle. He concluded the driver's blood alcohol was .14%, and at that level he was not fit to operate the motorcycle. A defense reconstruction expert, following review of the scene and vehicle, opined that the bolt fractured as a result of the accident and the accident occurred solely due to driver error. Appellants submit the admission of this evidence improperly interjected negligence principles into a strict liability case.

It is true that negligence concepts are not to be introduced into a strict liability case. Evidence of a user's negligence cannot be introduced to excuse a defective product, nor can negligence be used to reduce recovery by comparing fault. Kimco Development v. Michael D's Carpet, 536 Pa. 1, 637 A.2d 601 (1993). We have stated: "Throughout the development of strict products liability, our supreme court has been adamant that negligence concepts have no place in a strict liability action." Childers v. Power Line Equipment Rentals, 681 A.2d 201(Pa.Super. 1996). This is not to say however, that plaintiff's conduct in a product's case is always irrelevant. Inquiry into the plaintiff's use of the product may be relevant as it relates to causation. Id. A plaintiff in a strict liability action must prove that the product was defective, and that the defect was a proximate cause of plaintiff's injury. Walton v. Avco Corp., 530 Pa. 568, 610 A.2d 454 (1992), (quoting, Berkebile v. Brantly Helicopter Corp., 462 Pa. 83, 337 A.2d 893 (1985)).

In Childers v. Power Line Equipment, supra., this court was asked whether the trial court erred in refusing to admit evidence of the plaintiff's conduct on the issue of causation. The plaintiff's decedent was crushed while operating a digger-derrick truck from behind after the truck jerked forward and then rolled back. The defendants unsuccessfully attempted to introduce evidence of the decedent's operation of the truck in an effort to show that it was his method of operation which was the proximate cause of the accident. Although we ultimately ruled that the evidence proferred was insufficient to establish that the decedent either voluntarily assumed the risk of a known truck defect, that he misused the truck or that he engaged in highly reckless conduct, we stated that evidence of a plaintiff's conduct is not irrelevant or inadmissible in a strict products liability case for every purpose. This court remarked that "the appellate courts of this Commonwealth have held that an inquiry as to a plaintiff's use of product is relevant as it relates to causation." Id. at 207. Specifically, with regard to reckless conduct we noted:

Evidence that a plaintiff acted in a highly reckless fashion is akin to evidence that plaintiff misused a product. The issue of causation is raised when the plaintiff would have been injured despite the curing of any alleged defect, or is so extraordinary and unforeseeable as to constitute a superseding cause.
Id. at 208, (quoting Dillinger v. Caterpillar, Inc., 959 F.2d 430, 441 (3rd Cir. 1992)).

In the case before us, Appellees introduced evidence that despite the bolt defect, the accident occurred solely due to the intoxicated condition of the driver, unrelated in any way to the product. This is precisely the situation, which the court in Childers recognized would make admission of plaintiff's conduct relevant because it directly impacts on the issue of causation. In Childers, evidence of the user's conduct was not admitted because the defendants were only able to show carelessness, which conduct would not have caused the decedent's death absent defects in the truck. Here, in contrast, Appellees evidence sought to prove that the driver's reckless conduct alone caused the accident regardless of the defect in the bolt. For this reason it was properly admitted.

Evidence of a driver's intoxication has been admitted in previous product liability cases. In Gallagher v. Ing, 532 A.2d 1179 (Pa.Super. 1997), the administratrix of the decedent's estate brought a wrongful death action against the manufacturer of the automobile in which he was driving when killed. It was alleged that the Porsche automobile had been defectively designed. The manufacturer denied there was a design defect and defended by presenting evidence that the decedent had lost control of the vehicle because he was intoxicated. The plaintiff contested the admission of this evidence and on appeal this court held that it was properly admitted. We stated the evidence was "sufficient, if believed, to show that the decedent was so intoxicated that he was incapable of driving safely and that this was the legal cause for his loss of control of the vehicle which he was driving." Id. 1181.

Similarly in Surowiec v. General Motors Corp., 672 A.2d 333 (Pa.Super. 1996), the plaintiffs brought a strict liability claim alleging that their vehicle malfunctioned while the driver was backing into a parking space. This court held that expert testimony of the driver's intoxication, corroborated by other evidence was admissible "to establish the intoxication of the driver to a degree that his intoxication was the cause of the accident." Id. at 336.

The actions of the driver were also found to be relevant and admissible in Bascelli v. Randy, Inc., 488 A.2d 1110 (Pa.Super. 1985). In Bascelli, the plaintiff allegedged that the left screw cap in the handlebar assembly of his motorcycle was defective. He sought to show at trial that the disengagement of the screw had impaired his ability to steer the motorcycle which caused it to veer and ultimately crash. The defense sought to have introduced the plaintiff's admission "'nothing [had] really happened to the front end' and that the front end had begun to wobble and the bike had gone down he was travelling at approximately 100 miles per hour." Id. at 113. The trial court refused to admit this evidence noting it tended to show contributory negligence which was irrelevant in a product liability case. This court on appeal disagreed. We held that the driver's admission that the front-end assembly did not fail and that he lost control of the cycle while traveling at 100 miles per hour was relevant to show the cause of the accident.

As these cases demonstrate, a user's negligence is not relevant if the product defect contributed in any way to the harm. However, where the defense offers evidence to establish that the accident was solely the result of the user's conduct, and not related in any way with a product defect, it is relevant and admissible for the purpose of proving causation. In this case the evidence was offered to prove that the driver's conduct was the sole cause of the accident. Since the evidence was relevant and probative of the fact at issue, its introduction was proper.

Because evidence of the driver's conduct was offered to negate the theory that the defect caused the accident, and to establish that the driver's reckless conduct was its sole cause, we affirm.

Judgment affirmed.

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MADONNA v. HARLEY DAVIDSON, INC
(Mar 25, 1998)