Negligence--installing utility poles--mountainous terrain--inherently dangerous activity--
activity not collateral--knowledge by defendant
Summary judgment was improperly granted for defendant Blue Ridge Electrical
Membership Corporation in a negligence action arising from an injury suffered by plaintiff
James Lilley while installing a utility pole in steep, mountainous terrain. Setting utility poles
forty-five to fifty feet in length and weighing approximately one ton on rugged mountain terrain
described as straight up and down, making it difficult to stand or walk, at a minimum
presents a factual question of whether there is a recognizable and subtantial danger inherent in
the work. The case relied upon by defendant to argue that the injuries resulted from a collateral
act, Hooper v. Pizzagalli Construction Co., 112 NC App. 400, involved an underlying activity
determined not to be inherently dangerous as a matter of law and the argument that Blue Ridge
cannot be held liable because the contract did not describe or establish how the work was to be
done contradicts the public policy behind the inherently dangerous activity doctrine. Finally,
there was sufficiently forecast knowledge of the circumstances by Blue Ridge to survive
summary judgment.
Appeal by plaintiff and intervenor plaintiff from order
entered 3 July 1997 by Judge Melzer A. Morgan, Jr., in Wilkes
County Superior Court. Heard in the Court of Appeals 21 May
1998.
Blanchard, Jenkins & Miller, P.A., by Robert O.
Jenkins, and Cunningham & Gray, P.A., by George G.
Cunningham, for plaintiff-appellant.
George E. Francisco for intervenor plaintiff-appellant.
Parker, Poe, Adams & Bernstein, L.L.P., by David N.
Allen, Josephine H. Hicks and John E. Grupp, for
defendant-appellee Blue Ridge Electric Membership
Corporation.
JOHN, Judge.
Plaintiff James David Lilley and his wife, intervenor
plaintiff Sheila Lilley (plaintiffs), appeal the trial court's
grant of summary judgment in favor of defendant Blue Ridge
Electric Membership Corporation (Blue Ridge). For the reasons
set forth below, we reverse the order of the trial court.
Pertinent factual and procedural information includes the
following: Blue Ridge distributes electricity in Watauga County,
North Carolina. In 1993, Blue Ridge began upgrading its
distribution system in an area of the county known as Lost Ridge.
Blue Ridge contracted with defendant Floyd S. Pike Electrical
Contractor, Inc. (Pike), to perform work in connection with the
project. Plaintiff was employed by Pike as a lineman.
Plaintiff's duties included digging holes in which to place
wooden power distribution poles, guiding the poles to the holes,
and setting the poles. The utility poles involved were
approximately forty-five to fifty feet in length and weighed
approximately one ton. The terrain on Lost Ridge was
mountainous, being described by Pike's Safety Supervisor as
essentially straight up and down.
On 2 August 1994, plaintiff and other Pike employees were
moving poles from their drop-off point to locations designated
for installation. Plaintiff was attempting to guide a particularpole to its place using a rock bar, an eight foot long steel pole
approximately one inch in diameter, as a winch around which a
rope was wound. The rock bar was stuck in the ground at the base
of a large rock, with plaintiff and two other employees holding
the rock bar. As pressure from the winch was applied to the rope
wound around the rock bar, the rope slid up the rock bar, bending
the rock bar back. Ultimately, the rope slid off and the rock
bar sprang back, striking plaintiff in the forehead and face. He
suffered a fractured skull and frontal lobe injury which rendered
him permanently and totally disabled.
Plaintiff filed the instant negligence action against Blue
Ridge on 14 March 1996. His complaint was amended 3 June 1996 to
include Pike as a defendant and add two additional claims.
Intervenor plaintiff's subsequent Motion to Intervene was
allowed in an order filed 11 September 1996, and summary judgment
was granted in favor of Blue Ridge in an order filed 3 July 1997.
Plaintiffs timely appealed.
Summary judgment is properly granted when the pleadings,
depositions, answers to interrogatories, admissions and
affidavits show no genuine issue of material fact exists and the
movant is entitled to judgment as a matter of law. N.C.G.S. §
1A-1, Rule 56 (1990); Davis v. Town of Southern Pines, 116 N.C.
App. 663, 665, 449 S.E.2d 240, 242 (1994), disc. review denied,339 N.C. 737, 454 S.E.2d 648 (1995). A summary judgment movant
bears the burden of showing that
(1) an essential element of plaintiff's claim
is nonexistent; (2) plaintiff cannot produce
evidence to support an essential element of
its claim; or (3) plaintiff cannot surmount
an affirmative defense raised in bar of its
claim.
Lyles v. City of Charlotte, 120 N.C. App. 96, 99, 461 S.E.2d 347,
350 (1995), rev'd on other grounds, 344 N.C. 676, 477 S.E.2d 150
(1996). A court ruling upon a motion for summary judgment must
view all the evidence in the light most favorable to the non-
movant, accepting all its asserted facts as true, and drawing all
reasonable inferences in its favor. Kennedy v. Guilford Tech.
Community College, 115 N.C. App. 581, 583, 448 S.E.2d 280, 281
(1994). Plaintiff also correctly interjects that negligence
actions are not frequently susceptible to summary judgment. See
Lamb v. Wedgewood South Corp., 308 N.C. 419, 425, 302 S.E.2d 868,
871 (1983).
The parties do not dispute that Pike was an independent
contractor employed by Blue Ridge. It is well settled in this
jurisdiction that
[g]enerally, one who employs an independent
contractor is not liable for the independent
contractor's negligence unless the employer
retains the right to control the manner in
which the contractor performs his work.Woodson v. Rowland, 329 N.C. 330, 350, 407 S.E.2d 222, 234
(1991). However, our Supreme Court has recognized an
exception to this rule, in which
[o]ne who employs an independent contractor
to perform an inherently dangerous activity
may not delegate to the independent
contractor the duty to provide for the safety
of others.
Id. at 352, 407 S.E.2d at 235. This duty is nondelegable when
(1) the independent contractor is hired to perform an inherently
dangerous activity and (2) the general contractor knows or
should know of the circumstances creating the danger. Dunleavy
v. Yates Construction Co., 114 N.C. App. 196, 202, 442 S.E.2d 53,
56 (1994) (quoting Dunleavy v. Yates Construction Co., 106 N.C.
App. 146, 153, 416 S.E.2d 193, 197, disc. review denied, 332 N.C.
343, 421 S.E.2d 146 (1992)). Thus, if the activity engaged in by
plaintiff was inherently dangerous and Blue Ridge knew of the
circumstances creating the danger, the latter would be charged
with a non-delegable duty to exercise due care to see that
[plaintiff] . . . was provided a safe place in which to work and
proper safeguards against any dangers as might be incident to the
work. Woodson, 329 N.C. at 357, 407 S.E.2d at 238.
In defining inherently dangerous, our Supreme Court stated
[i]t is not essential . . . that the work should involve a major
hazard. Woodson, 329 N.C. at 351, 407 S.E.2d at 235. Rather, [i]t is sufficient if there is a recognizable
and substantial danger inherent in the work,
as distinguished from a danger collaterally
created by the independent negligence of the
contractor, which latter might take place on
a job itself involving no inherent danger.
Id. In addition, inherently dangerous activities are
susceptible to effective risk control through the use of adequate
safety precautions. Id. at 351, 407 S.E.2d at 234.
Thus, as a threshold matter, we must consider whether the
activity engaged in by plaintiff was inherently dangerous as a
matter of law. Blue Ridge maintains the trial court properly
resolved this issue in the negative. Plaintiff disagrees,
maintaining
it is a question of fact for a jury whether
the work being performed by Pike Electric
under subcontract from Blue Ridge Electric on
August 2, 1994 was inherently dangerous.
Both parties cite Woodson. Discussing whether a trenching
situation was inherently dangerous as a matter of law, the Court
therein acknowledged
that in some cases such a determination [that
an activity is inherently dangerous] can, as
a matter of law be made. For example, Evans
held as a matter of law that maintaining an
open trench in a heavily populated area is
inherently dangerous from the standpoint of
the public, and the landowner who hired an
independent contractor could be held liable
for the injuries of a child who fell into the
trench negligently left open by the
independent contractor. . . . Similarly, this Court has held as a
matter of law that certain activities
resulting in injury are not inherently
dangerous. . . .
Despite the fact that some activities
are always inherently dangerous while others
may never be, unlike the dissenters, we do
not believe every act can be defined as
inherently dangerous or not, regardless of
the attendant circumstances. Though bright-
line rules are beneficial where appropriate,
their usefulness can be limited. . . .
Particular trenching situations . . .
appropriately require a jury to decide the
inherently dangerous issue.
Woodson, 329 N.C. at 353-54, 407 S.E.2d at 235-36. A survey of
post-Woodson decisions reveals varied constructions of the
foregoing language. See, e.g., Simmons v. North Carolina
Department of Transportation, 128 N.C. App. 402, 406, 496 S.E.2d
790, 793 (1998) ([w]hether an activity is inherently or
instrinsically dangerous is a question of law); Brown v. Friday
Services, Inc., 119 N.C. App. 753, 757, 460 S.E.2d 356, 359,
disc. review denied, 342 N.C. 191, 463 S.E.2d 234 (1995) (the
practice of judicially determining that certain activities, as a
matter of law, are inherently dangerous while others not, has
since been rejected by our Supreme Court in Woodson . . . .);
Hooper v. Pizzagalli Construction Co., 112 N.C. App. 400, 406,
436 S.E.2d 145, 149-50 (1993), disc. review denied, 335 N.C. 770,
442 S.E.2d 516 (1994) (summary judgment properly granted, where,
inter alia, the work performed [plumbing] was not an inherentlydangerous activity).
We believe our Supreme Court's holding in Woodson is
properly summarized by Blue Ridge as follows:
In other words, there is a spectrum of
activities, some of which are never
inherently dangerous, as a matter of law, and
some of which are always inherently
dangerous, as a matter of law.
Mindful of our responsibility to follow Supreme Court decisions
until otherwise ordered by that court, Dunn v. Pate, 334 N.C.
115, 118, 431 S.E.2d 178, 180 (1993), we therefore examine the
[instant] attendant circumstances, Woodson, 329 N.C. at 353, 407
S.E.2d at 236, so as to determine their appropriate location on
the spectrum. In doing so, we find ourselves unpersuaded that
those circumstances fall squarely at either end of the spectrum.
At the outset, we must observe that setting utility poles
forty-five to fifty feet in length and weighing approximately one
ton on a rugged mountain terrain described as straight up and
down, making it difficult to stand or walk, strikes us, at a
minimum, as presenting a factual question of whether there is a
recognizable and substantial danger inherent in the work.
Woodson, 329 N.C. at 351, 407 S.E.2d at 235. Blue Ridge responds
by pointing to decisions from our courts holding that neither
construction work, see Vogh v. Geer, 171 N.C. 672, 676, 88 S.E.874, 876 (1916), nor working on a steep roof, see Canady v.
McLeod, 116 N.C. App. 82, 88, 446 S.E.2d 879, 883, disc. review
denied, 338 N.C. 308, 451 S.E.2d 632 (1994), were inherently
dangerous, and by asserting that setting utility poles
consequently may not be characterized as inherently dangerous.
Under the facts sub judice, we disagree and simply note that
neither cited case takes into account the combination of the size
and weight of the utility poles and treacherous terrain present
herein.
Plaintiff also tendered affidavits of two expert witnesses
who described the work being engaged in by plaintiff as
inherently dangerous and who stated that the [i]nherent dangers
associated with [the] work could have been substantially
eliminated had proper and adequate procedures and safety
precautions been utilized. Cf. Woodson, 329 N.C. at 351, 407
S.E.2d at 235 (inherently dangerous activities are susceptible
to effective risk control through the use of adequate safety
precautions). Further, plaintiff offered testimony from Blue
Ridge and Pike employees tending to show that the safety of line
work was dependent upon certain precautions being taken. In
addition, plaintiff tendered Pike's New Employees Safety
Training Meeting sheet which stated, Construction work is
dangerous. Finally, plaintiff produced Pike's OSHA 200 formsfor the years 1992-1996, wherein Pike supplied the Department of
Labor a summary of Pike's work-related injuries. While Blue
Ridge takes issue with this evidence, we conclude that, taken in
the light most favorable to plaintiff, plaintiff's forecast of
evidence was sufficient to establish a genuine issue of material
fact as to whether the activity engaged in by plaintiff was
inherently dangerous.
We find unpersuasive the assertion by Blue Ridge that
Simmons, 128 N.C. App. 402, 496 S.E.2d 790, Canady, 116 N.C. App.
82, 446 S.E.2d 879, and Hooper, 112 N.C. App. 400, 436 S.E.2d
145, support the determination that the activity engaged in by
plaintiff was not inherently dangerous as a matter of law. Each
case is distinguishable.
In Simmons, for example, this Court held the work in
question was inherently dangerous as a matter of law. Moreover,
the case relied upon in Simmons for its pronouncement that
whether an activity is inherently or intrinsically dangerous is a
question of law, Dietz v. Jackson, 57 N.C. App. 275, 280, 291
S.E.2d 282, 286 (1982), was a decision of this Court decided
prior to Woodson. Canady may be distinguished in that the focus
of the opinion was upon the failure of the evidentiary forecast
to qualify [the roofing activity] as an inherently dangerous
activity. Canady, 116 N.C. App. at 88, 446 S.E.2d at 883. Finally, while scaffolding constructed in conjunction with a
plumbing job was held not to be inherently dangerous in Hooper,
112 N.C. App. at 406, 436 S.E.2d at 149, erecting large utility
poles on a precipitously steep mountainside indisputably
constitutes a different circumstance.
Blue Ridge also maintains that plaintiff's injuries were
caused by an act totally collateral to the construction work on
the Project. Plaintiff's injuries, the argument continues, were
caused by the rebound of a dangerously situated rock bar, use
of which was not specifically set out in the construction
contract, and which was caused by the collateral act of using a
rock bar to guide the rope.
Blue Ridge relies upon Hooper to sustain the foregoing
argument, noting this Court therein held use of scaffolding by
the plaintiff plumber was an act purely collateral to the work
and which ar[ose] entirely from the wrongful act of the
independent contractor or his employees, thereby precluding
liability on the part of defendant general contractor. Hooper,
112 N.C. App. at 406, 436 S.E.2d at 149. However, in Hooper, the
underlying activity, plumbing, was determined to be not
inherently dangerous as a matter of law. It would be incongruous
to hold a general contractor liable for an injury resulting from
an act collateral to work which was not inherently dangerous. Inthe instant case, however, there is a genuine issue of material
fact as to whether the activity was inherently dangerous.
Blue Ridge insists, however, that because Blue Ridge did
not instruct Pike on how to do the work and [t]he contract did
not describe or establish how the work was to be done, it cannot
be held liable. This argument is unavailing and contradicts the
public policy behind this well-settled exception to the general
rule:
Imposition of this nondelegable duty of
safety reflects the policy judgment that
certain obligations are of such importance
that employers should not be able to escape
liability merely by hiring others to perform
them. . . . By holding both an employer and
its independent contractor responsible for
injuries that may result from inherently
dangerous activities, there is a greater
likelihood that the safety precaution
necessary to substantially eliminate the
danger will be followed.
Woodson, 329 N.C. at 352-53, 407 S.E.2d at 235 (citations
omitted).
Finally, Blue Ridge argues that were we to hold, as we have,
that there is a genuine issue of material fact as to whether
plaintiff's activity was inherently dangerous, summary judgment
was nevertheless appropriately granted because plaintiff failed
to show Blue Ridge had knowledge of the circumstances creating
the danger. See Dunleavy, 114 N.C. App. at 202, 442 S.E.2d at
56. Again we disagree. Blue Ridge focuses upon its knowledge of use of the rock
bar, as opposed to its knowledge of setting poles on steep
terrain, such as Lost Ridge, and relies upon Dunleavy, 114 N.C.
App. 196, 442 S.E.2d 53. In Dunleavy, the general contractor
did not know that [the independent contractor] . . . had
commenced its work at the site. Id. at 203, 442 S.E.2d at 56.
By contrast, plaintiff's evidence at the hearing conducted
below tended to show the following: Blue Ridge planned the
project and designed its power line to run over the steep and
difficult terrain of Lost Ridge. Given its knowledge of the
topography, Blue Ridge is chargeable for purposes of summary
judgment with an awareness based upon experience and common sense
that the ability of workers installing utility poles to stand and
use their regular equipment at Lost Ridge would, at a minimum, be
significantly challenged. Moreover, Gerald Huffman, a Field
Construction Supervisor with Blue Ridge, testified he had visited
the Lost Ridge work site when winching activity was taking place
the morning of the accident because the crews were scattered
out. At least one other Blue Ridge employee testified he would
have known [the] status of [the Pike crew] more than likely
whatever day it was. Taking this evidence in the light most
favorable to plaintiff, see Kennedy, 115 N.C. App. at 583, 448
S.E.2d at 281, we believe it sufficiently forecast knowledge onthe part of Blue Ridge so as to survive summary judgment.
Reversed.
Judges MCGEE and HORTON concur.
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