Lautieri v. Bae, 17 Mass. L. Rep. 4; 2003 Mass. Super. LEXIS 290
Posted: August 19, 2013 Filed under: Cycling, Legal Case, Massachusetts, Racing, Release (pre-injury contract not to sue), Triathlon | Tags: #race, Boys and Girls Clubs of Metrowest, Cycling, d/b/a Fiske Independent Race Management, Fiske Independent Race Management, Inc's, Inc., Massachusetts. MA, Regulations, Standards, Triathlon, USA Triathlon, Wet 'N' Wild Triathlon, William Fiske Leave a commentLautieri v. Bae, 17 Mass. L. Rep. 4; 2003 Mass. Super. LEXIS 290
Derek A. Lautieri v. Jorun G. Bae 1
1 The Town of Hudson was also named as a third-party defendant in the complaint. Count IV against the Town has been dismissed. Memorandum of Decision, dated June 7, 2002 (Bohn, J.).
01-4078
SUPERIOR COURT OF MASSACHUSETTS, AT MIDDLESEX
17 Mass. L. Rep. 4; 2003 Mass. Super. LEXIS 290
October 29, 2003, Decided
October 29, 2003, Filed
DISPOSITION: Third party defendants’ motions for summary judgment allowed in part and denied in part.
JUDGES: [*1] Kenneth J. Fishman, Justice of the Superior Court.
OPINION BY: Kenneth J. Fishman
OPINION
MEMORANDUM OF DECISION AND ORDER ON THIRD-PARTY DEFENDANTS’ MOTIONS FOR SUMMARY JUDGMENT
INTRODUCTION
Plaintiff, Derek A. Lautieri (“Lautieri”), was injured during a triathlon held in Hudson, Massachusetts. Lautieri brought this action against the defendant/third-party plaintiff, Jorun G. Bae (“Bae”), claiming negligence for Bae’s failure to exercise reasonable care in the operation of her motor vehicle. Bae in turn brought an action against third-party defendants USA Triathlon, Inc. (“USAT”) (Count I of Third-Party Complaint), William Fiske (“Fiske”) d/b/a Fiske Independent Race Management (Count II) 2 and the Boys and Girls Clubs of Metrowest, Inc. (“B&G Clubs”) (Count III), seeking contribution in the event that the plaintiff recovers damages for his alleged injuries. 3 Specifically, Bae claims negligence on part of the third-party defendants for failure to provide a safe layout for the race course, failure to provide warning signs and directions, and failure to place volunteers and/or police personnel at the intersection where the incident occurred. This matter is before this Court on the third-party [*2] defendants’ motions for summary judgment as to all counts. For the reasons described below, the third party defendants’ motions are ALLOWED, in part, and DENIED, in part.
2 Bae’s complaint uses the spelling “Fisk” in the caption. As all the parties, including Bae, have since used the spelling “Fiske”, this Court will use the latter spelling.
3 Bae initially also claimed a duty of indemnification, but has since stipulated that no privity of contract existed between himself and any of the third-party defendants, and, therefore, that no right of indemnification exists.
BACKGROUND
On June 4, 2000, Lautieri participated in an organized triathlon, one leg of which was competitive bicycling. Bae, while operating a motor vehicle, came to the intersection of Main Street and Lewis Street in Hudson. Bae stopped, looked to her left, looked to her right, and then looked to her left again for approaching traffic. Seeing no vehicles approaching, Bae proceeded straight through the intersection. Lautieri, [*3] then approaching the intersection with four or five other bicyclists, turned to avoid Bae’s vehicle but did not have sufficient time to prevent a collision. Lautieri suffered significant injuries as a result of the accident.
On May 12, 2000, prior to the race, Lautieri completed and signed a “USA Triathlon Annual Licence Application Waiver.” That waiver contained the following language in the form duplicated below:
I acknowledge that a triathlon or bisport/duathlon event is an extreme test of a person’s physical and mental limits and carries with it the potential for death, serious injury and property loss. I HEREBY ASSUME THE RISKS OF PARTICIPATING IN TRIATHLONS OR BISPORT/DUATHLON EVENTS. I certify that I am physically fit and have sufficiently trained for participating in this event(s), and have not been advised against participating by a qualified health professional. I acknowledge that my statements in this AWRL are being accepted by the USAT in consideration for allowing me to become a member in USAT and are being relied upon by USAT and the various race sponsors, organizers and administrators in permitting me to participate in any USAT sanctioned event . . . (b) I AGREE that [*4] prior to participating in an event I will inspect the race course, facilities, equipment and areas to be used and if I believe they are unsafe I will immediately advise the person supervising the event activity or area; (c) I waive, release, AND DISCHARGE for any and all claims, losses or liabilities for death, personal injury, partial or permanent disability, property damage, medical or hospital bills, theft, or damage of any kid, including economic losses, which may in the future arise out of or relate to my participation in or my traveling to and from a USAT sanctioned event, THE FOLLOWING PERSONS OR ENTITIES: USAT, EVENT SPONSORS, RACE DIRECTORS, EVENT PRODUCERS, VOLUNTEERS, ALL STATES, CITIES, COUNTIES, OR LOCALITIES IN WHICH EVENTS OR SEGMENTS OR EVENTS ARE HELD, AND THE OFFICERS, DIRECTORS, EMPLOYEES, REPRESENTATIVES AND AGENTS OF ANY OF THE ABOVE, EVEN IF SUCH CLAIMS, LOSSES OR LIABILITIES ARE CAUSED BY THE NEGLIGENT ACTS OF OMISSIONS OF THE PERSONS I AM HEREBY RELEASING OR ARE CAUSED BY THE NEGLIGENT ACTS OR OMISSIONS OF ANY OTHER PERSON OR ENTITY; (d) I ACKNOWLEDGE that there may be traffic or persons on the course route, and I ASSUME THE RISK OF RUNNING, BIKING, SWIMMING [*5] OR PARTICIPATING IN ANY OTHER EVENT SANCTIONED BY USAT.
(e) I AGREE NOT TO SUE any of the persons or entities mentioned above in paragraph (c) for any of the claims, losses or liabilities that I have waived, released or discharged herein; (f) I INDEMNIFY AND HOLD HARMLESS the persons or entities mentioned above in paragraph (c) for any and all claims made or liabilities assessed against them as a result of my acts or inactions (ii) the actions, inactions or negligence of others including those parties hereby indemnified (iii) the conditions of the facilities, equipment or areas where the event or activity is being conducted (iv) the Competitive Rules (v) any other harm caused by an occurrence related to a USAT event . . .
Prior to the race, Lautieri also completed and signed a “Wet ‘N’ Wild Triathlon Application,” which contained the following language:
In consideration of the entry being accepted, I do hereby forever waive and release Fiske Independent Race Management, the sponsoring organization, companies, agents, representatives, assigns and successors from all claims of action, which I at any time acquire as a result of participation in the event for which this entry relates.
[*6] USTA is the governing body of triathlon races and promulgates safety requirements for use by organizers of sanctioned triathlon races. The subject triathlon was sanctioned by USTA based upon an application submitted by Fiske. On that application, William Fiske is identified as the Race Director. The Boys and Girls Clubs of Metrowest, Inc. provided a number of volunteers for the event.
DISCUSSION
[HN1] A party is entitled to summary judgment, “if pleadings, depositions, answers to interrogatories, and admissions on file, together with the affidavits, if any, show that there is no genuine issue of material facts and that the moving party is entitled to a judgment as a matter of law.” Mass.R.Civ.P. 56(c). The burden of the moving party “is not sustained by the mere filing of the summary judgment motion,” but “must be supported by one or more of the materials listed in rule 56(c) . . .” Kourouvacilis v. General Motors Corp., 410 Mass. 706, 714, 575 N.E.2d 734, citing Celotex Corp. v. Catrett, 477 U.S. 317, 328, 91 L. Ed. 2d 265, 106 S. Ct. 2548 (1986). That party may satisfy this burden either by submitting affirmative evidence that negates an essential [*7] element of the opposing party’s case or by demonstrating that the opposing party has no reasonable expectation of proving an essential element of his case at trial. Flesner v. Technical Communications Corp., 410 Mass. 805, 809, 575 N.E.2d 1107 (1991); Kourouvacilis, 410 Mass. at 716. “If the moving party establishes the absence of a triable issue, the party opposing the motion must respond and allege specific facts which would establish the existence of a genuine issue of material fact in order to defeat a motion for summary judgment.” Pederson v. Time, Inc., 404 Mass. 14, 17, 532 N.E.2d 1211 (1989), citing O’Brion, Russell & Co. v. LeMay, 370 Mass. 243, 245, 346 N.E.2d 861 (1976).
General Laws c. 231B, § 1, [HN2] provides in pertinent part: “Where two or more persons become jointly liable in tort for the same injury to person or property, there shall be a right of contribution among them.” The Supreme Judicial Court (“SJC”) has consistently interpreted the language of this statute to mean that an “action for contribution is not barred if, at the time the accident occurred, the party for whom [*8] contribution is sought could have been held liable in tort.” McGrath v. Stanley, 397 Mass. 775, 781, 493 N.E.2d 832 (1986) (emphasis in original). See also, Correia v. Firestone Tire & Rubber Co., 388 Mass. 342, 346-50, 446 N.E.2d 1033 (1983); Liberty Mutual Ins. Co. v. Westerlind, 374 Mass. 524, 526, 373 N.E.2d 957 (1978); O’Mara v. H.P. Hood & Sons, Inc., 359 Mass. 235, 238, 268 N.E.2d 685 (1971). 4 Therefore, in order for Bae to be able to enforce a right of contribution against any of the third-party defendants, she must be able to show that the particular third-party defendant could have been found tortiously liable to the plaintiff at the time the accident occurred. Each third-party defendant will be discussed separately below.
4 In McGrath, where a plaintiff’s failure to comply with the particular jurisdictional requirements of G.L.c. 258, § 4 was held not sufficient to bar a right of contribution, the SJC noted that the “contribution statute is aimed at eliminating the unfairness of allowing a disproportionate share of a plaintiff’s recovery to be borne by one of several joint tortfeasors.” 397 Mass. at 777-78. The third-party defendants in the instant case, however, are not claiming a lack of jurisdiction, but instead that the plaintiff’s signature on certain waivers releases them from all liability. The SJC has approved the denial of the right of contribution in similar cases. See O’Mara, 359 Mass. at 238 (denying contribution to defendant company from the driver of car in which plaintiff was a passenger when company truck hit driver’s car); Liberty Mutual Ins. Co., 374 Mass. at 526 (denying contribution of plaintiff’s employer for work related injury on grounds that the employer’s contributions to workers’ compensation benefits released the employer from all tort claims that might have resulted from the accident).
[*9] A. William Fiske d/b/a/ Fiske Independent Race Management
Fiske argues that he was released from all liability regarding the Wet ‘N’ Wild Triathlon when Lautieri signed the USA Triathlon Annual Licence Application Waiver and the Wet ‘N’ Wild Triathlon Application. [HN3] Whether the waivers signed by the plaintiff are enforceable to bar any claims in tort against Fiske is a question of law to be decide by this Court.
[HN4] “Massachusetts law favors the enforcement of releases.” Sharon v. City of Newton, 437 Mass. 99, 105, 769 N.E.2d 738 (2002). “There can be no doubt . . . that under the law of Massachusetts . . . in the absence of fraud a person may make a valid contract exempting himself from any liability to another which he may in the future incur as a result of his negligence or that of his agents or employees acting on his behalf.” Id., quoting Schell v. Ford, 270 F.2d 384, 386 (1st Cir. 1959). While any doubts about the interpretation of a release must be resolved in the favor of the plaintiff, an unambiguous and comprehensive release will be enforced as drafted. Cormier v. Central Massachusetts Chapter of the National Safety Council, 416 Mass. 286, 288, 620 N.E.2d 784 (1993). [*10]
Thus, in Cormier, the SJC upheld summary judgment against a plaintiff who executed a waiver of liability prior to sustaining injuries while riding on a motorcycle safety course. The Court found the waiver sufficient to bar a claim in negligence, even though the word negligence never appeared in the document. Id. at 288. The SJC also rejected the plaintiff’s claim that she believed that she was only relieving the defendant for liability for any accidental injury, not for any injury caused by the defendant’s negligence, holding that her “subjective intent not to release any claim for negligence, does not furnish a basis for avoiding the release on the ground of mistake.” Id. at 289.
Upon examination of the two releases signed by Lautieri prior to the subject triathlon, it is evident that he executed an unambiguous release of the third-party defendant, William Fiske. The USA Triathlon Annual Licence Application Waiver clearly and unambiguously releases “RACE DIRECTORS” from “any and all claims, losses or liabilities . . .” Fiske is listed as the “Race Director” on the 2000 USA Triathlon Event Sanction Application submitted to USAT. Furthermore, [*11] the Wet ‘N’ Wild Triathlon Application releases “Fiske Independent Race Management, the sponsoring organization, companies, agents, representatives, assigns and successors from all claims of action . . .” To the extent that Bae argues that the phrase “agents, representatives, assigns and successors” might refer to the phrase “sponsoring organization,” and that Fiske Independent Race Management–while not a legal entity–does not actually refer to William Fiske, individually, such interpretations are not reasonable given the plain meaning of the waiver language. 5 Nevertheless, even if this Court were to hold that the Wet ‘N’ Wild Triathlon Application was sufficiently ambiguous to render the waiver unenforceable, the language of the USA Triathlon Annual Licence Application Waiver is unambiguous and releases Fiske from liability. Thus, Fiske’s motion for summary judgment, as it relates to Bae’s claim of negligence against him, is well founded.
5 William Fiske used the name “Fiske Independent Race Mgt.” and “F.I.R.M” on the 2000 USA Triathlon Event Sanction Application regarding the Wet ‘N’ Wild Triathlon. Since there is no evidence in the record that “Fiske Independent Race Mgt.” or “F.I.R.M” are incorporated entities, or that William Fiske filed a business certificate in Massachusetts under these names, William Fiske is not afforded any legal protection by virtue of the use of these fictional business entities. See Pedersen v. Leahy, 397 Mass. 689, 691, 493 N.E.2d 486 (1986).
[*12] This analysis, however, does not end the matter. [HN5] Both the SJC and the Appeals Court “have noted that releases are effective against liability for ordinary negligence.” Zavras v. Capeway Rovers Motorcycle Club, Inc., 44 Mass.App.Ct 17, 18, 687 N.E.2d 1263 (1997) (emphasis in original), citing Lee v. Allied Sports Associates, Inc., 349 Mass. 544, 551, 209 N.E.2d 329 (1965). In Zavras, the Appeals Court, citing reasons of public policy, held that the owner of a premises at which organized dirt bike races were held did not exempt itself from liability for gross negligence by requiring participants in races to sign a release as a condition of participating. 44 Mass.App.Ct. at 18-19. See also, Restatement (Second) of Contracts § 195 (1981) (“A term exempting a party from tort liability for harm caused intentionally or recklessly is unenforceable on grounds of public policy”). The Zavaras court noted that there is “substantial authority . . . [for] the position that while a party may contract against liability for harm caused by its negligence, it may not do so with respect to its gross [*13] negligence.” 44 Mass.App.Ct. at 19.
The present case is indistinguishable from Zavras. Here, Lautieri signed two valid waivers releasing Fiske, among others, from any and all liability that might arise from his participation in the subject triathlon race. While these waivers are sufficient to release Fiske from all liability for harm caused by his own negligence, they do not release him from his own gross negligence.
Thus, for purposes of determining contribution, the question for this Court becomes whether a finder of fact could find Fiske liable to Lautieri for gross negligence. Based on the summary judgment record viewed in a light most favorable to Bae, a genuine issue of material fact exists concerning whether the accident resulted from Fiske’s gross negligence.
[HN6] Gross negligence is defined as “very great negligence, or the absence of slight diligence, or the want of even scant care.” Zavras, 44 Mass.App.Ct. at 20, quoting Altman v. Aronson, 231 Mass. 588, 591, 121 N.E. 505 (1919). 6 As this definition is necessarily vague, it is important to note that courts have found that “industry standards may be some evidence of negligence. [*14] ” Fidalgo v. Columbus McKinnon Corp., 56 Mass.App.Ct. 176, 184, 775 N.E.2d 803 (2002), citing Poirier v. Plymouth, 374 Mass. 206, 211, 372 N.E.2d 212 (1978); Resendes v. Boston Edison Co., 38 Mass.App.Ct. 344, 358, 648 N.E.2d 757 (1995). Bae has submitted the USAT 2000 Event Sanctioning Guidelines & Requirements as evidence of the negligence of Fiske and the other third-party defendants. In the section entitled “Bike,” the USAT triathlon regulations state: “2. It is highly recommended to close the [bike race] road to traffic. If not possible, cone bike lanes with a minimum width of six feet from vehicles . . . 9. Control stoplights/stop sign intersections, traffic hazards and turnarounds with police and an ample amount of volunteers . . . 12. Use ‘Race in Progress’ or ‘Watch for Cyclists’ signs placed along the course to help warn motorists about conditions . . . 23. All turns, turn-arounds, traffic hazards and intersections must be monitored and marked with signs and volunteers. Any intersections with stop signs or stop lights must be controlled by police or professional traffic personnel.” Based on the record before this Court, [*15] it does not appear that Fiske, as Race Director, heeded any of the guidelines described above for the triathlon at issue; rather, he left the intersection at which Lautieri collided with Bae open to traffic, uncontrolled by police or volunteers, unmarked with warnings, and unmonitored. Therefore, this Court cannot say that there is no genuine dispute as to whether a failure to heed any of the triathlon industry guidelines regarding intersections, which left oncoming drivers totally unaware of the possible dangers that awaited them, constitutes gross negligence. See Chiacchia v. Lycott Environmental Research, Inc., 4 Mass. L. Rptr. 399, 1995 WL 1146824, *10 (Mass.Super.) (finding that the multiple ways in which the defendant’s investigation of certain property “failed to conform to established standards in the industry lead the court to conclude that [defendant’s] negligence in this matter [amounted] to gross negligence”).
6 [HN7] “Negligence, without qualification and in its ordinary sense, is the failure of a responsible person, either by omission or by action, to exercise that degree of care, vigilance and forethought which, in the discharge of the duty then resting on him, the person of ordinary caution and prudence ought to exercise under the particular circumstances. It is a want of diligence commensurate with the requirement of the duty at the moment imposed by the law.
[HN8] “Gross negligence is substantially and appreciably higher in magnitude than ordinary negligence. It is materially more want of care than constitutes simple inadvertence. It is an act or omission respecting legal duty of an aggravated character as distinguished from a mere failure to exercise ordinary care. It is very great negligence, or the absence of slight diligence, or the want of even scant care. It amounts to indifference to present legal duty and to utter forgetfulness of legal obligations so far as other persons may be affected. It is a heedless and palpable violation of legal duty respecting the rights of others. The element of culpability which characterizes all negligence is in gross negligence magnified to a high degree as compared with that present in ordinary negligence. Gross negligence is a manifestly smaller amount of watchfulness and circumspection than the circumstances require of a person of ordinary prudence . . . It falls short of being such reckless disregard of probable consequences as is equivalent to a wilful and intentional wrong. Ordinary and gross negligence differ in degree of inattention, while both differ in kind from wilful and intentional conduct which is or ought to be known to have a tendency to injure.” Altman, 231 Mass. at 591-92.
[*16] While Bae has specifically pled negligence, and not gross negligence, this Court has considered the summary judgment motion as if a claim for gross negligence against all of the third-party defendants has been made. [HN9] “Under current Massachusetts State practice there is no requirement that a complaint state the correct substantive theory of the case.” Gallant v. Worcester, 383 Mass. 707, 709, 421 N.E.2d 1196 (1981), citing Mass.R.Civ.P. 8(a)(2); Mass.R.Civ.P. 54 (c). Even though it is sound practice to state all possible claims, the SJC has held that “a complaint is not subject to dismissal if it would support relief on any theory of law.” Whitinsville Plaza, Inc. v. Kotseas, 378 Mass. 85, 89, 390 N.E.2d 243 (1979) (emphasis in original), citing Thompson v. Allstate Ins. Co., 476 F.2d 746, 749 (5th Cir. 1973). Thus, courts are generally “obligated to consider each of the alternative theories of law . . . on which [the complaining party’s] action might be maintained.” Id. Several courts in other jurisdictions have permitted a plaintiff to proceed with a claim for gross negligence after having only pled a claim for negligence. [*17] See, e.g., McTavish v. Chesapeake and Ohio Railroad Co., 485 F.2d 510, 512 (4th Cir.1973) (holding that Kentucky law permitted a claim of gross negligence to flow from an allegation of “negligence and carelessness”); Smith v. Hill, 510 F. Supp. 767, 775 (D.Utah 1981) (upon review of pleading and briefs court assumed that plaintiff “intended to plead that the [defendants] were grossly negligent”). Accordingly, because gross negligence may be considered an alternative theory of a standard negligence claim, Bae should be permitted to proceed with her claim of gross negligence against the third-party defendants. See Altman, 231 Mass. at 593 (holding that a plaintiff has the right to insist that a jury be instructed on the distinction between negligence and gross negligence at trial).
Accordingly, Fiske may be held liable for contribution to any successful claim for gross negligence that Lautieri could have made against Fiske at the time of the accident.
B. USAT
USAT argues that no duty exists between itself and the individuals who choose to participate in the triathlon. [HN10] Neither the SJC nor the Appeals Court has specifically ruled [*18] on whether a duty of care is owned to participants in an athletic event by a sanctioning body of the subject sport when that race takes place on public property.
USAT argues that the reasoning in Gauvin v. Clark, 404 Mass. 450, 537 N.E.2d 94 (1989), compels the application of a recklessness standard in the present case. In Gauvin, the SJC held that “personal injury cases arising out of an athletic event must be predicted on reckless disregard of safety,” on grounds that “vigorous and active participation in sporting events should not be chilled by the threat of litigation.” Id. at 454, citing Kabella v. Bouschelle, 100 N.M. 461, 465, 672 P.2d 290 (1983). The Gauvin case is not controlling here. Bae is not seeking to hold another participant in the triathlon responsible for Lautieri’s injuries. Instead, he is seeking damages from those who organized and sanctioned the event.
[HN11] Whether a defendant owed a duty of care to the plaintiff is a question of law. O’Sullivan v. Shaw, 431 Mass. 201, 204, 726 N.E.2d 951 (2000). In order for Lautieri to establish that USAT owed him a duty of care at the time the accident [*19] occurred, Lautieri would have to establish that such a duty has a “source existing in social values and customs,” Yakubowicz v. Paramount Pictures Corp., 404 Mass. 624, 629, 536 N.E.2d 1067 (1989), or that USAT voluntarily, or for consideration, assumed a duty of care to Lautieri. Mullins v. Pine Manor College, 389 Mass. 47, 52-53, 449 N.E.2d 331 (1983). This is a burden that Lautieri–or, more appropriately, Bae, standing in Lautieri’s shoes–cannot meet. The only involvement of USAT with the subject triathlon was its approval of Fiske’s application, which, in essence, effectively permitted Fiske to be eligible for insurance coverage from the USAT Triathlon liability policy. There is no evidence in the record that suggests that USAT had any obligation or was expected to participate in the planning, operation, or supervision of the race, much less have a representative attend the Wet ‘N’ Wild triathlon. Accordingly, there is no basis on which to conclude that USAT owed Lautieri a duty of care. Assuming, arguendo, that USAT did owe a duty of care to Lautieri, the summary judgment record is devoid of any evidence that would permit a finder of fact [*20] to conclude that USAT acted with gross negligence with regard to Lautieri or the subject triathlon. Therefore, summary judgment in favor of third-party defendant USAT must be allowed.
C. Boys and Girls Clubs of Metrowest, Inc.
A similar finding regarding the B&G Clubs is mandated. While there is evidence that the B&G Clubs provided volunteers for the triathlon, there is no evidence to support a claim of gross negligence against the B&G Clubs or any of its members. Thus, the waivers are operative to release the B&G Clubs from liability. Accordingly, summary judgment for the third-party defendant B&G Clubs must also be allowed.
ORDER
For the foregoing reasons, USA Triathlon, Inc’s and Boys and Girls Clubs of Metrowest, Inc.’s motions for summary judgment are ALLOWED, and, accordingly, judgment shall enter for the third-party defendants on Counts I and III of the third-party complaint, as they relate to claims of contribution, and on Counts I, II, and III of the third-party complaint, as they relate to indemnification. William Fiske, d/b/a Fiske Independent Race Management’s motion for summary judgment on Count II of the third-party complaint is DENIED as it relates [*21] to a claim for contribution.
Kenneth J. Fishman
Justice of the Superior Court
Date: October 29, 2003
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Liability of race organizer for State Park Employees?
Posted: August 5, 2013 Filed under: Ohio, Triathlon | Tags: #race, Alum State Park, Division of Parks and Recreation, Inc., Lightning, ODNR, Ohio Department of Natural Resources, Triathlon, Ultrafit Usa, Volunteer Leave a commentLegally a complicated issue with no clear answer on how to prevent this issue in the future
Plaintiff: Roger Chapple & Joyce Chapple
Defendant: Appellee Ultrafit, Inc., Jeffrey Sheard
Plaintiff Claims: negligence, loss of consortium
Defendant Defenses: No duty
Holding: for the defendant
I would guess this is a subrogation case. A subrogation claim is based upon the subrogation clause in an insurance policy. This clause gives your insurance company that pays a claim on your behalf to sue someone in your name to recover what the insurance company paid. If you were hurt at work, and worker’s compensation paid a claim on your behalf, worker’s compensation could sue to recover for the damages WC paid.
However, that is just a guess in this case.
This is an interesting fact situation. The plaintiff was an employee of the Ohio Department of Natural Resources, Division of Parks and Recreation, (ODNR). The defendant was running a triathlon in one of Ohio’s state parks. The plaintiff signed up to work the triathlon through normal procedures with ODNR and the park.
The plaintiff had no interaction with the defendant prior to the accident. The triathlon was delayed for a while because of weather issues. Eventually, the triathlon started after a delay. The plaintiff was in the park, rolling a hose in an area where a leg of the race had been when he was struck by lightning. The plaintiff and his spouse sued for their injuries.
The issues are whether appellees owed a duty to Roger Chapple, was he an employee of O.D.N.R. or other status, and if a duty of care existed, did it require a postponement or cancellation of the event.
Summary of the case
The court first looked at many factual issues that were pled at the appellate level that were in conflict with the deposition of the plaintiff. (Plaintiff on appeal said one thing and during his deposition said something else.) Although the court made note of those issues to deny the arguments of the plaintiff, no other action was taken.
The issue was whether the defendant was negligent. The negligence argument was centered on whether the defendant owed a duty to the plaintiff. The first part of that argument was whether the injury was foreseeable.
The existence of a duty is an essential element of negligence action. The foreseeability of injury is obviously a factor to consider under appropriate circumstances. An injury is foreseeable if a reasonably prudent person, under like or similar circumstance knew or should have known that an act or nonperformance of an act was likely to result in harm. Here, appellants assert that, because appellee had authority to postpone or cancel the race, that a duty to appellant existed. The defect in this argument is that the weather had cleared considerably at starting time. Lightning flashes were to the north. Appellant did not believe that danger was present.
However, there were a few issues with that argument. The plaintiff knew that during lightning, ODNR had a policy that he was to return to his vehicle. The argument made by the defendant was, that there was no obvious lightning around the plaintiff, the lightning had all moved to the north. The final issue was who had control to cancel the event. The plaintiff argued that it was solely under the control of the defendant.
The control asserted is that appellant was included with the use of the facilities, and appellees retained the exclusive ability to cancel or postpone the triathlon. However, no direction occurred. It can only be argued that appellee possessed a general authority to cancel or postpone.
None of those arguments were persuasive with the court.
The facts in the case sub judice indicate that Roger Chapple [plaintiff] chose to work outside and felt that no danger existed. Roger Chapple believed that park rules provided that he waits in a vehicle if a weather danger existed, even though Mr. Hart [unknown person] disputes the existence of such a policy in his deposition. As stated before, Roger Chapple had no contact with appellees and nothing in any deposition supports direction by appellees.
Because the plaintiff was an employee of ODNR and not of the race organization, it was clear that the liability for the injury had to be ODNRs. Control of the event was vested with several groups, and the plaintiff was still under the control of ODNR. “We must disagree with the Assignment of Error and conclude, as the trial court did, that there is insufficient support for the existence of a duty, control of the activities of appellant, nor negligence of appellee.”
So Now What?
If you are organizing events, you should always clarify who is responsible for what and who will ensure what. Here, clarification that ODNR is responsible for ODNR’s employees might have eliminated this issue.
However, who else would ever be in control of someone else’s employee is interesting. If someone is wearing a uniform, that person is the responsibility of the person issuing the uniform.
Another option is to always have volunteers sign a release. All volunteers should sign a release just so volunteers do not sue other volunteers.
This is an interesting case and possible ODNR procedures, and paperwork would not allow you to clarify the liability issues further. Government paperwork is difficult to modify. Sometimes, you just have to rely on insurance.
What do you think? Leave a comment.
| Jim Moss is an attorney specializing in the legal issues of the outdoor recreation community. He represents guides, guide services, and outfitters both as businesses and individuals and the products they use for their business. He has defended Mt. Everest guide services, summer camps, climbing rope manufacturers; avalanche beacon manufacturers, and many more manufacturers and outdoor industries. Contact Jim at Jim@Rec-Law.us |
Jim is the author or co-author of eight books about the legal issues in the outdoor recreation world; the latest is Outdoor Recreation Insurance, Risk
Management, and Law. To Purchase Go Here:
To see Jim’s complete bio go here and to see his CV you can find it here. To find out the purpose of this website go here.
If you are interested in having me write your release, download the form and return it to me.
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Is a Photo Release valid when it is in a Release?
Posted: July 15, 2013 Filed under: New York, Racing, Release (pre-injury contract not to sue) | Tags: 10 Kilometer Run, Contract, Inc., Maureen S. Bateman, Model Release, New York, New York Marathon, New York Roadrunners Club, Perrier, Photo Release, Photograph Release, Release, Sport Photo and EMS, Summary judgment 1 CommentNew York court said maybe not.
Bateman v. Sport Photo and EMS, Inc., 1983 U.S. Dist. LEXIS 15461 (S.D. New York 1983)
Plaintiff: Maureen S. Bateman
Defendant: Sport Photo and EMS, Inc.
Plaintiff Claims: Violation of New York Civil rights law §§ 50, 51 (misrepresentation of release signed to enter a road race)
Defendant Defenses: release and contract
Holding: for the plaintiff
This case is about a little clause found in numerous releases in the outdoor recreation industry. The clause is the photography release in the release.
In this case, the plaintiff signed the release to enter the New York Roadrunners Club (NYRRC) 10K road race. The plaintiffs photograph was assigned to the defendant who used it to advertise another race. The defendant was in the business of soliciting contestants to buy photographs when they ran a race.
The plaintiff found out about the use of her photograph when the defendant used it to attempt to market the New York Marathon.
Defendants’ employees take photographs of runners as they participate in a race. Thereafter, defendants obtain the names and addresses of the participants from the sponsor of the race, and mail the participants “proof cards” of the photograph along with an offer to sell them a color copy of the photograph. During the course of the Perrier 10K defendants took plaintiff’s photograph, which was subsequently purchased by plaintiff’s husband. Plaintiff does not object to the sending of the proof card or the sale of her photograph to her husband. Rather, plaintiff objects to the use of her photograph as part of an advertisement of defendants’ Special Poster Offer”. Almost 6,000 copies of the Special Poster Offer, including plaintiff’s photograph, were printed and mailed to participants in the 1981 New York Marathon.
The plaintiff sued over the issue. The defendant filed a motion for summary judgment which this court denied.
Summary of the case
The plaintiff argued there were two legal issues at stake:
…“whether plaintiff, by signing the so-called “release”, consented to the use of her photograph for advertising purposes unrelated to the event in which she was running; and second, whether there was a valid assignment by NYRRC to Sportphoto.”
Normally contracts are only interpreted by the language of the contract. No other evidence can be brought into to interpret the contract. Specific words in a contract are given the definition found in the contract, if not defined there, then as used in the industry or as defined by courts in other cases.
At issue was the interpretation of the word in the photo release, legitimate. In this case, however, the court found a different interpretation for the word “legitimate.” The defendants argued the word should be defined as found in a dictionary, which would be the definition that would normally be used.
Plaintiff responds, and the Court agrees, that the phrase should not be construed without reference to the “circumstances under which the entry blank was signed, and the purpose for which it was required – getting a number to run a race.
Releases under New York law are interpreted according to New York contract law.
The law is clear with respect to the interpretation of releases generally that their “meaning and coverage necessarily depend as in the case of contracts generally, upon the controversy being settled and upon the purpose for which the release was actually given. Certainly, a release may not be read to cover matters which the parties did not desire or intend to dispose of.”
The reason why the court stretched was based upon the plaintiff signed a release to race and also gave up her photographic rights.
The ultimate question in this case is whether, in light of all of the surrounding circumstances, the parties could reasonably have intended plaintiff’s signature on her entry blank to signify her consent to the use of her photograph for commercial purposes in connection with a different race a year and a half later; or whether, as plaintiff contends, the only use contemplated was promotional activity in connection with the race plaintiff was then entering.
The plaintiff raised valid issues, bordering on misrepresentation, about how her legal agreement was reached. “…the plaintiff here is an amateur athlete who signed a release for the sole purpose of entering a footrace.”
The court could find that whether the plaintiff intended to run a road race or give up her photo rights. “Thus, the present case raises factual questions concerning the intent of the parties and the proper interpretation to be given the release.”
The plaintiff also argued that the assignment between the NYRRC, and the defendant was invalid.
In both cases, the court stated that there was a genuine issue of fact that had to be reviewed by a jury.
So Now What
Like any clause in a contract or release, make sure if your guests want to read the release they have the opportunity to read the release.
You may want to identify the photo release with a bold heading so people cannot argue you tried to hide it.
I would also suggest that when you are going to use someone’s photograph you contact them and offer an incentive for using their release; a free trip, a discount, a T-shirt even. Most people if given the opportunity would love to have their photograph used. By providing your guests with some type of consideration (money) post contract you are at least going to find out how they feel and arguing you “paid” for the right to sue their photos.
This case has me wondering.
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Jim Moss is an attorney specializing in the legal issues of the outdoor recreation community. He represents guides, guide services, outfitters both as businesses and individuals and the products they use for their business. He has defended Mt. Everest guide services, summer camps, climbing rope manufacturers; avalanche beacon manufactures and many more manufacturers and outdoor industries. Contact Jim at Jim@Rec-Law.us |
Jim is the author or co-author of six books about the legal issues in the outdoor recreation world; the latest is Outdoor Recreation Insurance, Risk Management and Law.
To see Jim’s complete bio go here and to see his CV you can find it here. To find out the purpose of this website go here.
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What do you think? Leave a comment.
If you like this let your friends know or post it on FB, Twitter or LinkedIn
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By Recreation Law Rec-law@recreation-law.com James H. Moss
@2013-2023 Summit Magic Publishing, LLC
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Bateman v. Sport Photo and EMS, Inc., 1983 U.S. Dist. LEXIS 15461 (S.D. New York 1983)
Posted: July 15, 2013 Filed under: Legal Case, New York, Racing, Release (pre-injury contract not to sue) | Tags: 10 Kilometer Run, Inc., Maureen S. Bateman, Model Release, New York, New York City, New York Marathon, New York Roadrunners Club, New York Supreme Court, Perrier, Photo Release, Photograph Release, Plaintiff, Release, Sport Photo and EMS, Summary judgment Leave a commentTo Read an Analysis of this decision see: Is a Photo Release valid when it is in a Release?
Bateman v. Sport Photo and EMS, Inc., 1983 U.S. Dist. LEXIS 15461 (S.D. New York 1983)
Maureen S. Bateman, Plaintiff, against Sport Photo and EMS, Inc., Defendants.
No. 81 Civ. 4790 (MJL)
UNITED STATES DISTRICT COURT FOR THE SOUTHERN DISTRICT OF NEW YORK
1983 U.S. Dist. LEXIS 15461
July 14, 1983
COUNSEL: [*1] J. DENNIS McGRATH, ESQ., 321 East 89th Street, New York, New York 10028, for plaintiff.
ROGERS & WELLS, 200 Park Avenue, New York, New York 10166, for defendants.
OPINION BY: LOWE
OPINION
MEMORANDUM OPINION AND ORDER
MARY JOHNSON LOWE, D. J.
This action, brought pursuant to New York Civil Rights Law Sections 50 and 51, was originally commenced in New York Supreme Court. The action was subsequently removed by the defendants to this Court. Plaintiff alleges that defendants used a photograph of her taken during the 1980 Perrier 10 Kilometer Run in New York Ciry, for advertising purposes, without her written consent, in violation of the above-mentioned statute. 1 Defendants have moved for summary judgment on the ground that plaintiff signed a release on her entry blank which gave the New York Roadrunners Club [“NYRRC”] and its assigns “full permission… to use any photographs, video tapes, motion pictures, recordings, or any other record of this event [the Perrier 10 Kilometer Run] for any legitimate purpose.” Defendants claim that NYRRC assigned the rights, acquired by virtue of plaintiff’s release, to Sportphoto for use in connection with Sportphoto’s business of soliciting [*2] mail order sales of photographs from contestants in competitive foot races.
1 Briefly stated, defendants’ business operates as follows. Defendants’ employees take photographs of runners as they participate in a race. Thereafter, defendants obtain the names and addresses of the participants from the sponsor of the race, and mail the participants “proof cards” of the photograph along with an offer to sell them a color copy of the photograph. During the course of the Perrier 10K defendants took plaintiff’s photograph, which was subsequently purchased by plaintiff’s husband. Plaintiff does not object to the sending of the proof card or the sale of her photograph to her husband. Rather, plaintiff objects to the use of her photograph as part of an advertisement of defendants’ Special Poster Offer”. Almost 6,000 copies of the Special Poster Offer, including plaintiff’s photograph, were printed and mailed to participants in the 1981 New York Marathon. (Evenson Dep. at 55).
Plaintiff argues that there are two major issues of material fact which preclude the granting of summary judgment in favor of defendants; first, whether plaintiff, by signing the so-called “release”, consented [*3] to the use of her photograph for advertising purposes unrelated to the event in which she was running; and second, whether there was a valid assigment by NYRRC to Sportphoto. The Court agrees that there are genuine issues of material fact in this case which render summary judgment inappropriate.
The parties’ dispute concerning the correct interpretation of the “release” centers around the use of the phrase “for any legitimate purpose”. Defendants argue that “legitimate” should be given its dictionary meaning, which would clearly encompass advertising and commercial purposes. Plaintiff responds, and the Court agrees, that the phrase should not be construed without reference to the “circumstances under which the entry blank was signed, and the purpose for which it was required – getting a number to run a race.” Plaintiff’s Op. Memo., at 20.
[HN1] The law is clear with respect to the interpretation of releases generally that their “meaning and coverage necessarily depend as in the case of contracts generally, upon the controversy being settled and upon the purpose for which the release was actually given. Certainly, a release may not be read to cover matters which the parties did [*4] not desire or intend to dispose of”. Cahill v. Regan, 5 N.Y.2d 292, 299, 184 N.Y.S.2d 348, 354, 157 N.E.2d 505, 510, quoted in Tarantola v. Williams, 48 AD 2 552 371 N.Y.S.2d 136, 139. The ultimate question in this case is whether, in light of all of the surrounding circumstances, the parties could reasonably have intended plaintiff’s signature on her entry blank to signify her consent to the use of her photograph for commercial purposes in connection with a different race a year and a half later; or whether, as plaintiff contends, the only use contemplated was promotional activity in connection with the race plaintiff was then entering. 2 The Court is convinced on the record before it that this question should be resolved by the trier of fact.
2 Plaintiff’s affidavit makes clear that if a photograph of her running in the Perrier 10K appeared in an article about that race, or if the sponsor of the race showed a video-tape of the race, in which plaintiff happened to appear she would deem those uses “legitimate” within the meaning of the release. Bateman Aff. P29.
This case is not, as defendants suggest, analagous to cases in which courts have broadly construed releases [*5] entered into by professional models and actors. Unlike the plaintiffs in those cases, who knowingly signed releases for commercial purposes in pursuit of their careers, the plaintiff here is an amateur athlete who signed a release for the sole purpose of entering a footrace. What constitutes a “legitimate use” of an individual’s photograph may vary from one context to another. Thus, the present case raises factual questions concerning the intent of the parties and the proper interpretation to be given the release.
Plaintiff also claims that there is a genuine issue of material fact with respect to whether defendants were the assignees of whatever rights NYRRC obtained by virtue of the entry blank “release”. Plaintiff acknowledges that there was a verbal agreement in 1979 (and renewed thereafter), between NYRRC and defendants giving defendants the exclusive right to take photographs of runners at the Perrier 10K for subsequent mail order sale. However, she argues that this agreement did not constitute an “assignment” of any rights on the entry blank; nor did it contemplate the use of one runner’s photograph for advertising directed at other runners.
Defendants maintain that [*6] in construing the agreement between NYRRC and defendants, the intent of the parties is controlling. They argue that in this case, the intent of the parties has been explicitly set out in the affidavits of Mr. Lebow, president of the NYRRC, and Mr. Evenson, president of defendants. Both Mr. Lebow and Mr. Evenson state that NYRRC intended to assign defendants the right to use runners’ photographs for all legitimate purposes, including advertising in connection with defendants’ business of selling photographs by mail. It is defendants’ position that in light of these clear expressions of intent, the assignment issue should be resolved as a matter of law.
Plaintiff argues that the rest of the evidence, including portions of Mr. Evenson’s own deposition testimony, contradicts the statements of Mr. Lebow and Mr. Evenson with respect to their intent at the time the agreement was reached, and thus raises a triable issue of fact. For example, Mr. Evenson testified during his deposition that he and Mr. Lebow never discussed the language of the entry blank “release”, the assignment of rights under the entry blank “release”, or the use of a participant’s photograph in the manner challenged [*7] herein, during negotiations for the agreement.Mr. Lebow testified that he could not recall whether these issues had been discussed. Defendants respond that the parties need not have anticipated or discussed every specific application of the agreement so long as the agreement was sufficiently broad to encompass those applications.
We find that the plaintiff has raised questions of credibility and intent which, even where the evidence weighs strongly in favor of one side, are better left to the trier of fact.
For the reasons stated above, defendants’ motion for summary judgment is hereby denied.
It is So Ordered.
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Want a job rowing a boat or motor rig in the Grand Canyon?
Posted: June 20, 2013 Filed under: Michigan, Triathlon, Youth Camps, Zip Line | Tags: Arizona, Boatman, Grand Canyon, Grand Canyon National Park, National Parks and Monuments, Park, Travel and Tourism, United States Leave a commentHello everyone,
There are 2 small craft operator (whitewater boat operator) positions now open in Grand Canyon National Park. The positions opened today, June 17th and will be open for applications until July 12th. The positions have a 4 year term. You can access the job posting/descriptions/requirements and apply online at:
https://www.usajobs.gov/GetJob/ViewDetails/345603000
This information came from the Grand Canyon River Guides Association. If you love the Grand Canyon, you should be a member.
Indiana adopts the higher standard of care between participants in sporting events in this Triathlon case
Posted: December 10, 2012 Filed under: Cycling, Indiana, Release (pre-injury contract not to sue), Triathlon | Tags: Co-participant, Cycling, Duty of care, Indiana, Standard of Care, Summary judgment, Triathlon, USA Triathlon Leave a commentMark, v. Moser, 46 N.E.2d 410; 2001 Ind. App. LEXIS 671
This decision examines the different legal decisions involving lawsuits between participants in Indiana and other states.
The plaintiff and the defendant were racing in a triathlon. Both agreed to abide by the rules of USA Triathlon, and both signed releases. While in the bicycle portion
of the race, the defendant cut in front of the plaintiff causing a collision. The defendant was disqualified for violating the USA Triathlon rule concerning endangerment.
No cyclist shall endanger himself or another participant. Any cyclist who intentionally presents a danger to any participant or who, in the judgment of the Head Referee, appears to present a danger to any participants shall be disqualified.
The referee stated the defendant’s conduct was not intentional, “rather, he was disqualified for violating the rule “because, by moving over, an accident occurred.” As you can seem the rule, and its interpretation are subject wide interpretation and would lead to more arguments (lawsuits) after that.
The plaintiff sued the defendant for negligence and for acting intentionally, recklessly and willfully causing her injuries. The defendant filed a motion for summary judgment on both claims. The trial court granted the motion on the negligence claim and denied the motion on the second claim, the international acts.
In some jurisdictions, you can appeal motions for summary judgment that do not finish the case in its entirety. Here the plaintiff appealed the decision. Whether or not you can appeal the decision is dependent on the state rules of civil and appellate procedure.
Summary of the case
The Indian appellate court did a thorough analysis of the legal issues after determining this was an issue of first impression in Indiana. An issue of first impression is one where the court has not ruled on this particular legal issue before.
The issue was what was the standard of care owed by co-participants in a sporting event. The standard for a school sporting event was negligence. The court stated that the standard was negligence, low, because of the duty the school personnel had to exercise reasonable care over the students.
The court then looked at other decisions for the duty between co-participants. The court found three states, Arizona, Nevada and Wisconsin where the duty was negligence. The court found California, Connecticut, Illinois, Kentucky, Louisiana, Massachusetts, Michigan, Missouri, Nebraska, New Jersey, New Mexico, New York, Ohio, and Texas had adopted a “reckless or intentional conduct” or a “willful and wanton or intentional misconduct” standard of care. This is a much higher standard of care than the negligence standard.
The court found the higher standard of care was established because participants assume the risk of the activity, to stop mass litigation that would arise every time a foul occurs, and not to limit the sport because of the fear of liability.
The Indiana court determined that participants in sports activities:
…assume the inherent and foreseeable dangers of the activity and cannot recover for injury unless it can be established that the other participant either intentionally caused injury or engaged in conduct so reckless as to be totally outside the range of ordinary activity involved in the sport.
The court granted the summary judgment as to the first count, the negligence claim and sent the second claim back to the lower court to determine if the plaintiff could prove that the action of the defendant was intentional, reckless and willful when he rode his bike. The court sent it back with this statement.
…the trial court must determine whether Kyle’s [defendant] action was an inherent or reasonably foreseeable part of the sport, such that Rebecca [plaintiff] assumed the risk of injury as a matter of law. In our view, it is reasonably foreseeable that a competitor in a cycling race may attempt to cut in front of co-participants in an effort to advance position. Thus, if Rebecca is unable to develop the facts beyond those presented at this juncture, we would conclude that Kyle’s action was an inherent risk in the event that Rebecca assumed as a matter of law, thereby precluding recovery.
That is a very specific statement as to how the lower court must examine the facts in the case.
The appellate court also made another statement that is very important in this day and age.
As is generally the case, the release form that Rebecca signed does not relieve Kyle from liability as co-participants are not listed among the specific entities or individuals released from liability ac-cording to the plain language of the document.
The court looked at the release to determine if the release stopped the suit even though that was not argued by the parties.
So Now What?
It’s OK to play touch football, softball and have fun in Indiana.
At the same time, the court pointed out the fact that if the release had included the term co-participants in the release, the lawsuit might have started because the defendant would have been protected.
Here just one additional word in the release might have stopped a lawsuit.
What do you think? Leave a comment.
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Mark, v. Moser, 46 N.E.2d 410; 2001 Ind. App. LEXIS 671
Posted: December 10, 2012 Filed under: Cycling, Indiana, Legal Case, Triathlon | Tags: Appellee-Defendant, Indiana, Indianapolis, Summary judgment, Superior court, USA Triathlon Leave a commentMark, v. Moser, 46 N.E.2d 410; 2001 Ind. App. LEXIS 671
Rebecca J. Mark, Appellant-Plaintiff, vs. Kyle Moser, Appellee-Defendant.
No. 29A02-0010-CV-623
COURT OF APPEALS OF INDIANA, SECOND DISTRICT
746 N.E.2d 410; 2001 Ind. App. LEXIS 671
April 19, 2001, Decided
PRIOR HISTORY: [**1] APPEAL FROM THE HAMILTON SUPERIOR COURT. Cause No. 29D03-9806-CT-323. The Honorable William Hughes, Judge.
DISPOSITION: Trial court’s decision affirmed with respect to Count I. Remanded to trial court for further proceedings on Count II consistent with this opinion.
COUNSEL: FOR APPELLANT: JOSEPH A. CHRISTOFF, KONRAD M. L. URBERG, Christoff & Christoff, Fort Wayne, Indiana.
FOR APPELLEE: STEVEN K. HUFFER, DEREK L. MANDEL, Huffer & Weathers, P.C., Indianapolis, Indiana.
JUDGES: BAKER, Judge. BROOK, J., and BARNES, J., concur.
OPINION BY: BAKER
OPINION
[*413] BAKER, Judge
Today we are called upon to clearly define the standard of care one competitor owes another in a sporting event. Although this court may have tangentially addressed the issue in the past, there has been no case since the adoption of the Comparative Fault Act where an in-depth analysis was warranted. Thus, the precise issue we must decide is whether a participant in an athletic activity may recover in tort for injury as the result of another participant’s negligent conduct.
FACTS
The uncontroverted facts are that on September 7, 1997, Rebecca Mark (Rebecca) and Kyle Moser (Kyle) were co-participants in a triathlon competition in [**2] Marion County, which consisted of three events, swimming, bicycling, and running. Before the competition, each triathlon participant agreed to abide by the rules adopted by USA Triathlon. In addition, all the participants signed an entry form, which included a waiver provision and release from liability.
During the bicycling leg of the triathlon, Kyle was riding on the left side of Rebecca and cut in front of her. As a result, the two bicycles collided and Rebecca was hospitalized with serious injuries. Kyle was subsequently disqualified for violating the USA Triathlon rule against endangerment. That rule provides: “No cyclist shall endanger himself or another participant. Any cyclist who intentionally presents a danger to any participant or who, in the judgment of the Head Referee, appears to present a danger to any participants shall be disqualified.” Record at 115. The triathlon referee, Ardith Spence, stated that Kyle’s conduct was not considered intentional; rather, he was disqualified for violating the rule “because, by moving over, an accident occurred.” R. at 111.
On June 7, 1998, Rebecca filed a two-count complaint against Kyle. In Count I, Rebecca alleged that the collision [**3] was caused by Kyle’s negligence and, in the alternative, in Count II, Rebecca alleged that Kyle acted intentionally, recklessly and willfully in causing her injuries. In response, on September 29, 2000, Kyle filed a motion for summary judgment as to both counts of Rebecca’s complaint. Specifically, Kyle argued that Rebecca was barred from recovering on a negligence theory and, instead, asserted that she was required to establish that he intentionally, recklessly, willfully, or wantonly caused her injuries. In addition, Kyle argued that there was no evidence indicating that he had intentionally or recklessly caused the collision between the two bicycles.
The trial court held a hearing on Kyle’s motion on June 7, 2000. Thereafter, on August 3, 2000, the trial court granted summary judgment as to Count I of Rebecca’s complaint and denied it as to Count II. Rebecca now appeals the trial court’s judgment regarding the negligence count.
DISCUSSION AND DECISION
I. Standard of Review
The standard of review of a summary judgment is well settled. [HN1] This court [*414] applies the same standard as the trial court. USA Life One Ins. Co. v. Nuckolls, 682 N.E.2d 534, 537 (Ind. 1997). [**4] We do not weigh the evidence designated by the parties. Instead, we liberally construe the evidence in the light most favorable to the non-moving party. Id. Summary judgment is appropriate only if the pleadings and the evidence show both the absence of a genuine issue of material fact and that the moving party is entitled to judgment as a matter of law. Ind. Trial Rule 56(C); Butler v. City of Indianapolis, 668 N.E.2d 1227, 1228 (Ind. 1996). Where material facts conflict, or undisputed facts lead to conflicting material inferences, summary judgment is inappropriate. Id.
II. The Current State of the Law
A. Indiana Law
Many people might think that Rebecca’s claim would be barred because she in some way incurred, or assumed, the risk of injury by participating in the sporting event. However, under present Indiana law that would not necessarily be the case if the standard of care was negligence. On January 1, 1985, Indiana adopted the Comparative Fault Act (the Act). IND. CODE § 34-51-2-1 to -19. The Act was intended to ameliorate the harshness of the then prevailing common law doctrine of contributory negligence. [**5] Baker v. Osco Drug, Inc., 632 N.E.2d 794, 797 (Ind. Ct. App. 1994). Under the common law rule, a slightly negligent plaintiff was precluded from recovery of any damages, even against a highly culpable tortfeasor. Id. In [HN2] contrast, under the Act, if a plaintiff’s conduct satisfies the statutory definition of “fault,” he will be permitted to recover damages, but those damages will be reduced by his proportion of fault. Id. However, if the plaintiff’s percentage of fault is assessed at greater than fifty percent, his recovery will still be completely barred. Id. For purposes of defining comparative fault, [HN3] the term “fault” includes “any act or omission that is negligent, willful, wanton, reckless, or intentional towards the person or property of others. The term also includes unreasonable assumption of risk not constituting an enforceable express consent, incurred risk, and unreasonable failure to avoid an injury or to mitigate damages.” I.C. § 34-6-2-45(b). [HN4] This inclusion of “incurred risk” in the definition of fault abolishes incurred risk as a complete bar to recovery and establishes that the fault of each party should be apportioned. [**6] Baker, 632 N.E.2d at 797. Thus, under Indiana law, if we adopt negligence as the standard of care between co-participants in a sporting event, it would be a question of fact for the jury to decide whether the plaintiff in any way incurred the risk of harm but is, nevertheless, entitled to recover for his injury.
Our supreme court has not specifically addressed the standard of care between co-participants in athletic events. However, it has addressed the appropriate standard of care owed by an educational institution and its representatives to students for injuries sustained while playing campus sports. [HN5] In this context, the court has adopted a negligence standard. See Beckett v. Clinton Prairie Sch. Corp., 504 N.E.2d 552, 554 (Ind. 1987) (holding that school personnel have a duty to exercise reasonable care over students participating in a school activity under school supervision, in a case involving a collision between two student baseball players). Our supreme court adopted this standard based on its recognition that there is a well-established “duty on the part of school personnel to exercise ordinary and reasonable care for the safety of children [**7] under their authority.” Beckett, 504 N.E.2d at 553; cf. Brewster v. Rankins, 600 N.E.2d 154, 158 (Ind. Ct. App. 1992) (holding that [*415] while school authorities have a duty to exercise reasonable care for the safety of children under their tutelage, they have no duty to prevent a student from injuring other players while practicing his golf swing at home). According to the court, whether school personnel exercised their duty with the level of care of an ordinary prudent person under the same or similar circumstances is generally a factual question for the determination of the jury. Beckett, 504 N.E.2d at 554.
Our supreme court has also recognized, however, [HN6] that if the student athlete can be shown to have incurred the risks inherent in the sports event, this acts as a potential bar to recovery. Id.; see also Clark v. Wiegand, 617 N.E.2d 916, 919 (Ind. 1993) (holding that the question of whether a student in a university judo class incurred the risk of injury from another student so as to bar recovery from the university was a question for the jury). According to the Beckett court, for the “doctrine of incurred [**8] risk” to affect the plaintiff’s likelihood or percentage of recovery, it is not enough that the plaintiff merely has a general awareness of a potential for mishap in engaging in the particular sports activity. Id. Rather, the doctrine involves a subjective analysis focusing upon the plaintiff’s actual knowledge and appreciation of the specific risk and voluntary acceptance of that risk. Clark, 617 N.E.2d at 919 (stating that whether the possibility of sustaining a knee ligament injury while participating in a judo class “was within the plaintiff’s actual knowledge, appreciation, and voluntary acceptance, is a factual matter not easily susceptible to determination as a matter of law”). 1
1 For another case where a student brought suit against the school corporation for injuries caused by a fellow student during a sports event, see Huffman v. Monroe County Community Sch. Corp., 588 N.E.2d 1264 (Ind. 1992). In that case, the plaintiff sustained head and shoulder injuries when a fellow student struck her in the back of the head with a shot put during a track meet. Id. at 1264.
[**9] In Duke’s GMC v. Erskine, 447 N.E.2d 1118, 1118 (Ind. Ct. App. 1983), a panel of this court addressed the situation where a sports participant sued for injuries caused by another player. Duke’s GMC involved a golfer, Erskine, who sued for loss of an eye from being struck by a golf ball at a country club. Id. In addition to being decided prior to Indiana’s adoption of the Comparative Fault Act, Duke’s GMC is distinguishable from the case at bar because the court was not confronted with the standard of care between sports co-participants and because Erskine sued the corporation that paid the dues of its president who hit the golf ball causing the injury, rather than suing the president himself. Id. Specifically, in Duke’s GMC, this court was called upon to decide whether the trial court erred in admitting certain evidence and in the instructions it gave to the jury. In addressing whether the trial court’s instruction regarding incurred risk was erroneous, this court approved the parties’ assertion that a golfer could not incur the risk of another golfer’s negligence as a matter of law. This court then discussed the instruction based on a negligence [**10] standard, but it never addressed the standard of care one competitor owes another in a sporting event. However, when discussing the appropriateness of the trial court’s instructions regarding damages, the Duke’s GMC court did examine how violations of the rules of sport affect the negligence analysis. In so doing, this court recognized that the “rules of sport are at least an indicia of the standard of care which players owe each other,” and concluded that “while a violation [*416] of those rules may not be negligence per se, it may well be evidence of negligence.” 2 Id. at 1124.
2 The parties dispute whether the court in this case proceeded under a standard of negligence or reckless misconduct. Appellant’s brief at 8; Appellee’s brief at 4-5. While the standard is unclear, it appears from the court’s holding and analysis of how violations of the rules of sport affect the negligence analysis, that it permitted the case to proceed under a negligence standard. Duke’s GMC, 447 N.E.2d at 1124.
[**11] [HN7]
Thus, under the current state of Indiana law, in actions for sports-related injuries against school authorities, rather than against a co-participant, liability will attach in the event that negligence is shown. We note, however, that the plaintiff’s negligence claim is subject to the defense of incurred risk, which requires the defendant to establish that the plaintiff had actual knowledge of the risk that resulted in his injury. Should the defendant carry his burden of proof on this defense, the plaintiff’s recovery will be reduced or eliminated depending on the degree of the plaintiff’s fault.
B. Law in Other Jurisdictions
The authority from other jurisdictions is instructive with regard to the standard of care to be applied between co-participants in a sports activity. Other jurisdictions have generally taken one of two approaches to this issue, and have adopted either a negligence or recklessness standard. They have also recognized two principle defenses, contributory negligence and assumption of risk.
Arizona, Nevada, and Wisconsin judge sports injury cases between co-participants according to an “ordinary care” or negligence standard. See Estes v. Tripson, 188 Ariz. 93, 932 P.2d 1364, 1366 (Ariz. Ct. App. 1997); [**12] Auckenthaler v. Grundmeyer, 110 Nev. 682, 877 P.2d 1039, 1043 (Nev. 1994); Lestina v. West Bend Mut. Ins. Co., 176 Wis. 2d 901, 501 N.W.2d 28, 33 (Wis. 1993). The primary argument for adhering to the negligence standard is the belief that this standard is flexible enough to be applied to a wide range of situations because it only requires that a person exercise ordinary care under the circumstances. See Auckenthaler, 877 P.2d at 1043; Lestina, 501 N.W.2d at 33. Thus, “within the factual climate of . . . sporting events, the question posed is whether the defendant participated in a reasonable manner and within the rules of the game or in accordance with the ordinary scope of the activity.” Auckenthaler, 877 P.2d at 1043 (citing Lestina, 501 N.W.2d at 33).
The majority of other states have adopted a “reckless or intentional conduct” or a “willful and wanton or intentional misconduct” standard. These states include California, Connecticut, Illinois, Kentucky, Louisiana, Massachusetts, Michigan, Missouri, Nebraska, New Jersey, New Mexico, New York, Ohio, and Texas. See Knight v. Jewett, 3 Cal. 4th 296, 834 P.2d 696, 711 (Cal. 1992) [**13] (applying a recklessness standard to an injury in an informal game of coed football); Jaworski v. Kiernan, 241 Conn. 399, 696 A.2d 332, 339 (Conn. 1997) (holding that a recklessness or intentional misconduct standard should be used in a case involving a recreational soccer game); Hoke v. Cullinan, 914 S.W.2d 335, 339 (Ky. 1995) (applying a recklessness standard with respect to an injury sustained in a doubles tennis match); Picou v. Hartford Ins. Co., 558 So. 2d 787, 790 (La. Ct. App. 1990) (applying recklessness as the standard for injuries sustained during a softball game); Gauvin v. Clark, 404 Mass. 450, 537 N.E.2d 94, 96 (Mass. 1989) (adopting a “reckless disregard of safety” standard in a case involving a college hockey game); Ritchie-Gamester [*417] v. City of Berkley, 461 Mich. 73, 597 N.W.2d 517, 518 (Mich. 1999) (holding that co-participants owe each other a duty not to engage in reckless misconduct in a case involving a collision between two recreational skaters); Dotzler v. Tuttle, 234 Neb. 176, 449 N.W.2d 774, 779 (Neb. 1990) (adopting a recklessness standard with respect to injuries [**14] sustained in a “pickup” basketball game); Crawn v. Campo, 136 N.J. 494, 643 A.2d 600, 601 (N.J. 1994) (adopting a “reckless disregard for the safety of others” standard in a case involving a “pickup” softball game); Kabella v. Bouschelle, 100 N.M. 461, 672 P.2d 290, 293 (N.M. Ct. App. 1983) (adopting recklessness as the standard for injuries sustained during an informal game of tackle football); Turcotte v. Fell, 68 N.Y.2d 432, 502 N.E.2d 964, 968, 510 N.Y.S.2d 49 (N.Y. 1986) (concluding that a “reckless or intentional” standard applied in a case involving a professional jockey injured during a horse race); Marchetti v. Kalish, 53 Ohio St. 3d 95, 559 N.E.2d 699, 703 (Ohio 1990) (applying the recklessness standard to a minor who was injured participating in a recreational game of “kick the can”); Hathaway v. Tascosa Country Club, Inc., 846 S.W.2d 614, 616 (Tex. App. 1993) (applying a “reckless or intentional” standard in a case involving an injury suffered during a recreational golf game).
Of those states that have adopted a recklessness or intentional misconduct standard, some, including Illinois [**15] and Missouri, have explicitly limited application of this standard to contact sports. See Pfister v. Shusta, 167 Ill. 2d 417, 657 N.E.2d 1013, 1017, 212 Ill. Dec. 668 (Ill. App. Ct. 1995) (holding that participants who voluntarily engage in contact sports cannot recover for injuries resulting from the negligence of other players and, instead, must establish willful and wanton or intentional misconduct); Zurla v. Hydel 289 Ill. App. 3d 215, 681 N.E.2d 148, 152, 224 Ill. Dec. 166 (Ill. App. Ct. 1997) (holding that negligence is the appropriate standard of care between co-participants in golf); Novak v. Virene, 224 Ill. App. 3d 317, 586 N.E.2d 578, 579, 166 Ill. Dec. 620 (Ill. App. Ct. 1991) (concluding that negligence is the appropriate standard between skiers); Gamble v. Bost, 901 S.W.2d 182, 186 (Mo. Ct. App. 1995) (holding that a negligence standard is proper in bowling, a non-contact sport) trans. denied; Ross v. Clouser, 637 S.W.2d 11, 14 (Mo. 1982) (adopting a recklessness standard for contact sports). 3
3 One critic has noted that a “shortcoming of the recklessness standard is the inconsistent formulas courts have established to define recklessness.” Ian M. Burnstein, Liability For Injuries Suffered In The Course of Recreational Sports: Application of the Negligence Standard, 71 U. Det. Mercy L. Rev. 993, 1014 (1994). Burnstein points out that the Louisiana Court of Appeals in Bourque v. Duplechin, 331 So. 2d 40, 43 (1976), defined recklessness “in terms of consequences to the victim,” whereas the Illinois Court of Appeals in Nabozny v. Barnhill, 31 Ill. App. 3d 212, 334 N.E.2d 258, 261 (Ill. App. Ct. 1975), defined it in terms of the “actor’s ‘reckless disregard’ for the safety of other players.” Id. The New Mexico Court of Appeals in Kabella, 672 P.2d at 294, “defined reckless disregard as reckless or willful conduct,” and other jurisdictions have used the definition set out in the Restatement (Second) of Torts (1965). Id.
[**16] Courts that have departed from the negligence standard and adopted an elevated standard of care in the co-participant context, have recognized public policy justifications for doing so. Specifically, some courts have feared that use of an ordinary negligence standard could result in a flood of litigation. For example, in Jaworski, the Supreme Court of Connecticut declined to adopt a negligence standard, acknowledging that:
If simple negligence were to be adopted as the standard of care, every punter with whom contact is made, every midfielder [*418] high sticked, every basketball player fouled, every batter struck by a pitch, and every hockey player tripped would have the ingredients for a lawsuit if injury resulted.
696 A.2d at 338. The Jaworski court went on to state that given “the number of athletic events taking place in Connecticut over the course of a year . . . such potential for a surfeit of lawsuits . . . should not be encouraged.” Id.
Several courts have also recognized that “fear of civil liability stemming from negligent acts occurring [during] an athletic event could curtail the proper vigor with which the game should be played and discourage [**17] individual participation.” Ross, 637 S.W.2d at 14. The Supreme Court of New Jersey in Crawn, noted that “one might well conclude that something is terribly wrong with a society in which the most commonly-accepted aspects of play–a traditional source of a community’s conviviality and cohesion–spurs litigation.” 643 A.2d at 600. With the foregoing in mind, the Crawn court went on to adopt “the heightened recklessness standard,” recognizing this as a “commonsense distinction between excessively harmful conduct and the more routine rough-and-tumble of sports that should occur freely on the playing field and should not be second-guessed in courtrooms.” Id.
Apart from policy rationales, some courts have justified adoption of a recklessness or intentional standard of care on the grounds that a participant in a sports activity assumes the risks inherent in that activity. See, e.g., Knight, 834 P.2d at 712; Marchetti, 559 N.E.2d at 703-04; Turcotte, 502 N.E.2d at 967; Ross, 637 S.W.2d at 14. Assumption of risk can be applied in its primary or secondary sense. See Fowler V. [**18] Harper et al., The Law of Torts § 21.0 (3d ed. 1996). Secondary assumption of risk is applied according to a subjective standard. Therefore, “if the plaintiff knows, understands, and appreciates a risk and deliberately encounters it, he assumes that risk in the secondary sense.” Heidi C. Doerhoff, Penalty Box or Jury Box? Deciding Where Professional Sports Tough Guys Should Go, 64 Mo. L. Rev. 739, 751 (1999). Whether the plaintiff appreciated and was willing to encounter the particular risk is a “factual determination[] usually reserved to the jury.” Id.
Secondary assumption of risk has been subsumed by comparative fault in many jurisdictions and is no longer a defense. However, New York and California recognize primary assumption of risk as having survived enactment of their comparative negligence statutes. These two states have retained assumption of risk in the sports injury context by recasting it as a no-duty rule. Essentially, under the primary assumption of risk doctrine, a sports participant defendant owes no duty of care to a co-participant with respect to risks that are considered to be within the ordinary range of activity involved in the sport. [**19] See Knight, 834 P.2d at 711; Turcotte, 502 N.E.2d at 970. Because primary assumption of risk “is a policy-driven concept that flows from the legal relationship of the parties, not their subjective expectations,” it is applied according to an objective, rather than subjective, standard. Doerhoff, 64 Mo. L. Rev. at 751. Thus, for purposes of determining whether the doctrine negates a defendant’s duty of care, thereby barring a plaintiff’s action, the plaintiff’s “knowledge plays a role but [the] inherency [of the risks involved in the particular sport] is the sine qua non.” Morgan v. State, 90 N.Y.2d 471, 685 N.E.2d 202, 208, 662 N.Y.S.2d 421 (N.Y. 1997). Whether a duty of care attends the relationship between the parties “is a question of law reserved to the [*419] court.” Doerhoff, 64 Mo. L. Rev. at 751. If no such duty is found to exist, then an action for personal injury will be barred as a matter of law absent evidence of reckless or intentionally harmful conduct. Turcotte, 502 N.E.2d at 967.
Courts that have adopted the recklessness or intentional standard have also tended to hold rule violations as an inherent and anticipated [**20] part of the game. Burnstein, 71 U. Det. Mercy L. Rev. at 993. The Supreme Court of Connecticut has justified this tendency by reasoning that the “normal expectations of participants in contact team sports includes the potential for injuries resulting from conduct that violates the rules of sport.” Jaworski, 696 A.2d at 337. Thus, “Connecticut, like other jurisdictions that have adopted the reckless or intentional standard of care, allows a participant in a sporting event to escape liability when his conduct is ‘part of the game’ even though it violates [the] rules” of the sport. Mark M. Rembish, Liability for Personal Injuries Sustained in Sporting Events After Jaworski v. Kierney, 18 Quinnipiac L. Rev. 307, 341 (1998).
In sum, the majority of jurisdictions that have considered the issue of the appropriate standard of care between co-participants in sporting activities, have adopted a standard of care that exceeds negligent conduct. The rationale behind this heightened standard of care is the fear of a flood of litigation, the desire to encourage vigorous athletic competition and participation in sporting events, and the perception that risk of injury is a common [**21] and inherent aspect of sports and recreational activity.
C. Analysis
In determining the appropriate standard of care between co-participants in sporting activities in Indiana, we are mindful that in Indiana, as in the rest of the United States, participation in recreational sports has become an increasingly popular leisure time activity. Indeed, over the last decade, more Americans than ever before “have joined recreational softball, basketball, football [and] other types of sports leagues,” and there has also been a dramatic increase in participation in high school and college organized sports. Burnstein, 71 U. Det. Mercy L. Rev. at 993. Our legislature also emphasized and endorsed the growing importance of sporting and recreational activities in Indiana, when it enacted a statute specifically immunizing landowners from liability if they have opened their property for recreational use. See IND. CODE § 14-22-10-2. 4
4 [HN8] The Indiana Recreational Use Statute provides that the owner of premises used for recreational purposes, such as swimming, camping, hiking, and sightseeing, does not assume responsibility or incur liability, for personal injury or property damage caused by an action or failure to act of persons using the premises. I.C. § 14-22-10-2. Baseball and sledding are among the sporting activities that have been recognized as being covered by the Recreational Use Statute. See Cunningham v. Bakker Produce, Inc., 712 N.E.2d 1002 (Ind. Ct. App. 1999), trans. denied; Civils v. Stucker, 705 N.E.2d 524 (Ind. Ct. App. 1999).
[**22] After reviewing the decisions of other jurisdictions that have considered this issue, we are convinced that a negligence standard would be over-inclusive. Specifically, we believe that adopting a negligence standard would create the potential for mass litigation and may deter participation in sports because of fear of incurring liability for the injuries and mishaps incident to the particular activity. Further, we believe that the duty of care between co-participants in sports activities is sufficiently distinguishable from Indiana cases where a student athlete sues an educational institution or its representatives, to merit a heightened standard of care. Specifically, application of a negligence [*420] standard is justified where a student athlete sues a school or its representatives because there is a well-established duty on the part of such institutions and their personnel to exercise ordinary and reasonable care for the safety of those under their authority. See Beckett, 504 N.E.2d at 553. However, no such analogous authority or responsibility exists between co-participants in sporting events, and therefore, we are not compelled to adopt a similar standard in this context. [**23] 5 Finally, as a matter of policy, we prefer to avoid the need to hold a jury trial to determine whether the plaintiff incurred the risk of injury in every case involving a sports injury caused by a co-participant. We can prevent this necessity by adopting an objective primary assumption-of-risk doctrine and a standard of care greater than negligence.
5 Moreover, to the extent Duke’s GMC is inconsistent with this opinion it is disapproved.
Accordingly, we hold that [HN9] voluntary participants in sports activities assume the inherent and foreseeable dangers of the activity and cannot recover for injury unless it can be established that the other participant either intentionally caused injury or engaged in conduct so reckless as to be totally outside the range of ordinary activity involved in the sport. 6 [HN10] The plaintiff’s assumption of risk is primary in nature inasmuch as it flows from the legal relationship of the parties, is evaluated according to an objective standard rather than a subjective standard, and [**24] acts to bar recovery. Thus, it is a question of law for the determination of the court, whether the injury-causing event was an inherent or reasonably foreseeable part of the game, such that the plaintiff is considered to have assumed the risk. If the court determines that the plaintiff did assume the risk, then the plaintiff’s cause fails. If, on the other hand, the court determines that plaintiff did not assume the risk, then the cause proceeds to a jury to determine, as a question of fact, whether the co-participant intentionally or recklessly caused the injury.
6 This author has advanced the position before, in his concurring opinion in Lincke v. Long Beach Country Club, 702 N.E.2d 738, 741 (Ind. Ct. App. 1998), that co-participants in sporting activities should be considered to have assumed the inherent and foreseeable dangers of the activity as a matter of law. Specifically, this author stated that: “Any golfer in the rough of a hole which runs parallel to another should, as a matter of law, know the dangers of approaching golfers. To be surprised that approaching drivers hook or slice is akin to being surprised that not everyone shoots par. We have said often that ‘there comes a point where this Court should not be ignorant as judges of what we know as men [or women].’ This is a shining example of the application of that maxim.” Id. (quoting Willner v. State, 602 N.E.2d 507, 509 (Ind. 1992)).
[**25] In addition, because we recognize that rule infractions, deliberate or otherwise, are an inevitable part of many [HN11] sports, a co-participant’s violation of the rules of the game may be evidence of liability, but shall not per se establish reckless or intentional conduct. We share the Supreme Court of Connecticut’s recognition that:
In athletic competitions, the object obviously is to win. In games, particularly those . . . involving some degree of physical contact, it is reasonable to assume that the competitive spirit of the participants will result in some rules violations and injures. That is why there are penalty boxes, foul shots, free kicks, and yellow cards.
Jaworski, 696 A.2d at 337. Thus, while some injuries may result from rules violations, we believe such violations are nonetheless an accepted part of any competition and among the anticipated risks of participation in the game.
[*421] We are affording enhanced protection against liability to co-participants in sports events, in part, because we recognize that they are not in a position, practically speaking, to protect themselves from claims. Event organizers, sponsors, and the like, are able to safeguard [**26] themselves from liability by securing waivers. They usually accomplish this by requiring each participant to sign a waiver and assumption-of-risk form as a condition of competing in the event. 7 However, in most instances, it is simply infeasible for participants to protect themselves by similar means. Indeed, at large sporting events, participants would have to exchange many releases in order to avoid liability. 8 Under the common law system of contributory fault, application of the doctrine of incurred risk would have allowed the judiciary to protect parties who, as here, cannot take steps to legally protect themselves from liability. However, when our legislature abandoned contributory negligence as a total bar to recovery and established a comparative negligence regime, it did not account for situations where parties are unable to protect themselves from liability. Thus, there is a void in the law. We recognize that [HN12] one of the responsibilities of the judiciary is to fill such voids. Accordingly, we determine that, [HN13] as a matter of law, participants in sporting events will not be permitted to recover against their co-participants for injuries sustained as the result of the inherent [**27] or foreseeable dangers of the sport.
7 Indeed, in the case at bar Rebecca was required to sign an “Acknowledgment, Waiver and Release From Liability” form in order to participate in the Triathlon. R. at 71. The release provided, in part:
(c) I WAIVE, RELEASE, AND DISCHARGE from any and all claims, losses, or liabilities for death, personal injury, partial or permanent disability, property damage, medical or hospital bills, theft or damage of any kind, including economic losses which may in the future arise out of or relate to my participation in or my traveling to a USAT sanctioned event, THE FOLLOWING PERSONS OR ENTITIES: USAT, EVENT SPONSORS, RACE DIRECTORS, EVENT PRODUCERS, VOLUNTEERS, ALL STATES, CITIES, COUNTIES, OR LOCALITIES IN WHICH EVENTS OR SEGMENTS OF EVENTS ARE HELD, AND THE OFFICERS, DIRECTORS, EMPLOYEES, REPRESENTATIVES AND AGENTS OF ANY OF THE ABOVE EVEN IF SUCH CLAIMS, LOSSES, OR LIABILITIES ARE CAUSED BY NEGLIGENT ACTS OR OMISSIONS OF THE PERSONS I AM HEREBY RELEASING OR ARE CAUSED BY THE NEGLIGENT ACTS OR OMISSIONS OF ANY OTHER PERSON OR ENTITY. (d) . . . I also ASSUME ANY AND ALL OTHER RISKS associated with participating in USAT sanctioned events including but not limited to falls, contacts and/or effects with other participants . . . and I further acknowledge that these risks include risks that may be the result of the negligence of the persons or entities mentioned above in paragraph (c) or of other persons or entities.
R. at 71.
As is generally the case, the release form that Rebecca signed does not relieve Kyle from liability as co-participants are not listed among the specific entities or individuals released from liability according to the plain language of the document. See OEC-Diasonics, Inc. v. Major, 674 N.E.2d 1312, 1314 (Ind. 1996) (stating that [HN14] a “release document[] shall be interpreted in the same manner as any other contract document.” Thus, where the language is unambiguous, it should be interpreted as to its clear terms.).
[**28]
8 For example, there were “more than 23,000” participants in the 2000 Mini Marathon in Indianapolis. Indianapolis Life 500 Festival Mini Marathon and 500 Festival 5K, at http://www.500festival.com. (last visited Mar. 7, 2001). Had each of the 23,000 participants attempted to obtain a release from the other 22,999 participants, this would have required the execution and exchange of 52,897,700 release forms. This endeavor would have taken even longer than it would take for this author to complete the requisite 13.1 miles of the mini marathon.
[*422] The foregoing standard means, in essence, that [HN15] an action will lie in tort between co-participants in sports events “when players step outside of their roles as fellow competitors” and recklessly or intentionally inflict harm on another. Doerhoff, 64 Mo. L. Rev. at 744. A player will be considered to have acted in reckless disregard of the safety of another player if “he does an act, or intentionally fails to do an act which it is his duty to the other to do, knowing or having reason to know of facts which would lead a reasonable person to realize, not only that [**29] his conduct creates an unreasonable risk of physical harm to another, but also that such risk is substantially greater than that which is necessary to make his conduct negligent.” Restatement (Second) of Torts § 500 (1965). A player acts intentionally when he desires to cause the consequences of his act, or when he believes that the consequences are substantially certain to result from it. Id. § 8a. Thus, [HN16] recklessness differs from intentional wrongdoing in that while the act must be intended by the actor in order to be considered reckless, the actor does not intend the harm that results from the act.
Applying the foregoing standard, liability will not lie where the injury causing action amounts to a tactical move that is an inherent or reasonably foreseeable part of the game and is undertaken to secure a competitive edge. Thus, where a baseball pitcher throws the ball near the batter to prevent him from crowding the home plate, and the ball ends up striking the batter and causing injury, the pitcher’s conduct would not be actionable. Similarly, there would be no tort liability where the defense in a football game strategically “blitzes” the opposing team’s quarterback resulting [**30] in injury, or where one basketball team is leading by a point and, seconds from the end of the game, a member of that team chooses to foul the opponent when he drives the lane for a “slam dunk,” thereby forcing him to try to win the game at the free throw line.
In contrast, if a co-participant vents his anger at another player by means of a physical attack, such conduct would be actionable. Instances of such tortious conduct would be where one boxer bites his opponent’s ear during a boxing match, 9 or where a soccer or football player punches another player after a tackle. Similarly, if a baseball batter in a fit of anger intentionally flips his bat towards the opposing team’s dugout and injures one of the players, liability might attach for such recklessness.
9 As one commentator has noted, “it is inconceivable that professional boxing or full contact karate matches could be conducted without some injury to one or both participants [as] causing bodily harm is the very essence of the match.” Daniel Lazaroff, Torts & Sports: Participant Liability to Co-participants for Injuries Sustained During Competition, 7 U. Miami Ent. & Sports L. Rev. 191, 194 (1990). However, while injury as the result of a “left hook” or “jab” is considered an inherent or reasonably foreseeable part of professional boxing, injury as the result of a bite is not.
[**31] In light of these examples, it is our view that adoption of the recklessness or intentional conduct standard preserves the fundamental nature of sports by encouraging, rather than inhibiting, competitive spirit, drive, and strategy. Moreover, this standard will avoid judicial review of the kind of risk-laden conduct that is inherent in sports and generally considered to be part of the game, while at the same time imposing liability for acts that are clearly unreasonable and beyond the realm of fair play. Further, we believe that adoption of this standard will not compromise Indiana’s status as the “Amateur Sports Capital of the World.” Tammy Lieber, 20 Years of [*423] Amateur Sports, Indianapolis Bus. J., Apr. 12, 1999, at 3A. 10
10 As a result of the Indiana Sports Corporation’s initiative to turn Indianapolis into the “Amateur Sports Capital of the World,” Indiana has hosted several major sporting events and enjoyed the attendant economic, cultural, and recreational benefits. Lieber, supra, at 41A. Some of the major sporting events that Indiana has hosted include the: Pan American Games; Indianapolis 500 Mile Race; Brickyard 400-NASCAR Winston Cup Series; World Championships in gymnastics, rowing, and track and field; Olympic trials for canoe/kayak, diving, rowing, swimming, track and field and wrestling; U.S. National Championships in diving, figure skating, gymnastics, rowing, and swimming; Hoosier Basketball Classic; Big Ten Men’s and Women’s Swimming and Diving Championships and Outdoor Track and Field Championships; and the International Race of Champions (IROC). In 2001 Indiana will host, among other events, the World Police and Fire Games, Hoosier State Games, Coca Cola Circle City Classic, Youthlinks Indiana Charity Golf Tournament, RCA Tennis Championships, Corporate Challenge, PeyBack Classic II, and the USA Judo National High School and Collegiate Championships. Other sporting events scheduled to take place in Indiana during the next few years include the 14th World Basketball Championship for Men in 2002, the 2003 World Gymnastics Championships, the 2004 World Swimming Championships, and the 2006 NCAA Men’s Final Four. Correspondence from the Indiana Sports Corporation (March 7, 2001) (on file with author).
[**32] D. Rebecca’s Claim
We now return to Rebecca’s contention that the trial court erred in granting summary judgment in favor of Kyle on Count I of her complaint, in which Rebecca alleged that Kyle acted negligently in causing her injuries. In light of our holding regarding the appropriate standard of care between co-participants in a sporting event, allegation or proof of negligent conduct is insufficient to create liability. Thus, Count I of Rebecca’s complaint must fail.
With regard to Count II, alleging that Kyle acted intentionally, recklessly and willfully in causing her injuries, the trial court must determine whether Kyle’s action was an inherent or reasonably foreseeable part of the sport, such that Rebecca assumed the risk of injury as a matter of law. In our view, it is reasonably foreseeable that a competitor in a cycling race may attempt to cut in front of co-participants in an effort to advance position. Thus, if Rebecca is unable to develop the facts beyond those presented at this juncture, we would conclude that Kyle’s action was an inherent risk in the event that Rebecca assumed as a matter of law, thereby precluding recovery.
CONCLUSION
[**33] We thus conclude that the trial court properly granted summary judgment in favor of Kyle as to Count I of Rebecca’s complaint. Accordingly, we affirm the trial court’s decision with respect to Count I. We also remand to the trial court for further proceedings on Count II consistent with this opinion, to determine whether, under the facts of this case as they develop, Rebecca assumed the risk of injury as a matter of law.
BROOK, J., and BARNES, J., concur.

Colorado Ski Mountaineering Cup Race Schedule Announced
Posted: November 23, 2012 Filed under: Racing, Ski Area, Skiing / Snow Boarding | Tags: ArapahoeBasin, CAMP USA, Colorado, Cosmic, Cosmic Cup, la sportiva, Ski Mountaineering, Ski Resort, Ski Trab, skiing, Sports, winter sports, Wolf Creek Leave a commentWant to be exhausted just watching a race, these men and women can do it.
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12/04/2012 |
COSMIC |
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12/08/2012 |
COSMIC |
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12/14/2012 |
Chapman Hill, Durango CO |
COSMIC |
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Wolf Creek Ski Mountaineering Race presented by Pine Needle Mountaineering |
12/15/2012 |
COSMIC |
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12/18/2012 |
COSMIC |
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01/12/2013 |
COSMIC |
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01/13/2013 |
COSMIC |
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01/26/2013 |
COSMIC Race |
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Race The Divide at Monarch Mt. Presented by Salida Mt. Sports |
01/27/2013 |
COSMIC |
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02/04/2013 |
COSMIC Race |
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02/09/2013 |
COSMIC Race |
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03/02/2013 |
COSMIC Race |
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03/23/2013 |
COSMIC Race |
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04/06/2013 |
COSMIC Race |
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04/20/2013 |
COSMIC |
To see the race schedule go here. Or go to COSMIC Cuplearn more about the races and ski mountaineering.
Get out and watch an amazing sport with amazing atheletes!
What do you think? Leave a comment.
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The Raptor Resolution Run
Posted: December 30, 2011 Filed under: Racing Leave a commentby Jay Zarr & Ron Dehn
Runners – New Year’s Eve is just around the corner and here are some suggestions on how to begin your New Year’s celebration. Consider combining a traditional idea with some very unique circumstances. How about this:
1. Show up at the Yurt at the Nature & Raptor Center of Pueblo at 9:15 am with your running or walking shoes and be ready to do your last workout of 2011.
2. Commit one or more 2012 resolutions to paper.
3. Run or walk a beautiful out and back course near the Arkansas River.
4. Join your friends inside the yurt for hot cocoa or hot cider along with a few sweet carbs
5. Hope you are one of the winners because you have never seen prizes like these at a race.
Interested yet?
Here’s a few of the details. The inaugural Raptor Resolution Run (R3 for short) will be held at the Nature & Raptor Center of Pueblo at 10 am on December 31st. The Run will be 5 miles on a relatively flat and beautiful course paralleling the Arkansas River. The Walk will be a 2012 yard (1.143 mile) walk in the same area.
We all want to improve some aspect of our lives, right? You will have the opportunity to write down some resolutions for 2012 and place them in a self-addressed envelope and about six months later, your resolutions will show up in your mailbox so you can see how well you are doing.
Warm refreshments will be served in the yurt after the race in case December 31st just happens to be a cool day. By the way – the yurt is heated.
And… you have never seen prizes like these. The first overall male and female finishers will be awarded with a raptor release. A what you ask? Yes – these two lucky individuals will make arrangements with the Nature Center staff to host a raptor release or a raptor presentation at the location of their choice at some future date. (Limited to Southern Colorado & other restrictions based upon type of raptor.) How cool would that be for your kid’s birthday party, classroom event, or your own family get together?
Those speedy individuals who take first place within their age / gender divisions will win a free Nature & Raptor Family annual membership. Second and third place winners will be awarded Nature Center pins.
As a bonus, an R3 runner’s or walker’s bib will give you and your family (up to 5 individuals) a 10% discount on meals purchased immediately after the awards ceremony at the Coyote Grille; so have a great lunch in a great setting at a great price. The Arkansas River Coffee company which is located on the grounds of the “Center” will award all participants a 2 for 1 coupon as well. The award ceremony will be at 11:15 and there will be some additional Yurt prizes drawn from bib numbers. All runners who meet the early registration deadline will be guaranteed t-shirts, refreshments, and we will do our best to guarantee a good time.
What a way to run or walk into a GREAT New Year! 2012, here we come!
Conning v. Dietrich, 2011 NY Slip Op 51340U; 32 Misc. 3d 1215A; 2011 N.Y. Misc. LEXIS 3481
Posted: September 19, 2011 Filed under: Assumption of the Risk, Cycling, Legal Case, New York, Racing, Triathlon | Tags: #Cyclist, amusement, Assumption of risk, assumption of the risk, bicycle, bicyclist, cross-claims, Cycling, experienced, Hazard, issues of fact, mile, Paceline, participated, participating, Recreation, recreational, ride, riding, risk of injuries, roadway, route, shoulder, speed, Sport, Summary judgment, training, triable, Triathlon, verified, weekend Leave a commentConning v. Dietrich, 2011 NY Slip Op 51340U; 32 Misc. 3d 1215A; 2011 N.Y. Misc. LEXIS 3481
Suzanne M. Conning, Plaintiff, against Robert J. Dietrich, BROOKLYN TRIATHLON CLUB and JOHN STEWART, Defendants.
32474/08
SUPREME COURT OF NEW YORK, KINGS COUNTY
2011 NY Slip Op 51340U; 32 Misc. 3d 1215A; 2011 N.Y. Misc. LEXIS 3481
July 15, 2011, Decided
NOTICE: THIS OPINION IS UNCORRECTED AND WILL NOT BE PUBLISHED IN THE PRINTED OFFICIAL REPORTS.
CORE TERMS: bicycle, training, triathlon, route, summary judgment, shoulder, weekend, roadway, ride, cyclist, riding, participating, cycling, recreational, risk of injuries, issues of fact, participated, cross-claims, bicyclist, verified, hazard, sport, assumption of risk, experienced, recreation, amusement, triable, speed, mile, paceline
HEADNOTES
[**1215A] Negligence–Assumption of Risk–Injury during Cycling Event. Release–Scope of Release.
COUNSEL: [***1] For CONNING, Plaintiff: Alan T. Rothbard, Esq., Harrison & Rothbard, P.C., forest Hills, NY.
For DIETRICH, Defendant: Michael J. Caulfield, Esq., Connors & Connors, PC, Staten Island NY.
For STEWART & BTC, Defendant: French & Casey LLP, NY NY.
JUDGES: HON. ARTHUR M. SCHACK, J. S. C.
OPINION BY: ARTHUR M. SCHACK
OPINION
Arthur M. Schack, J. [*2]
Plaintiff SUZANNE M. CONNING (CONNING), a resident of Brooklyn (Kings County), fell off a bicycle while participating in an August 2, 2008 triathlon training ride on New York State Route 28, a designated state bicycle route, in Ulster County. After her fall she was struck by an automobile owned and operated by defendant ROBERT J. DIETRICH (DIETRICH). Plaintiff had been training intensively for two upcoming triathlons she planned to enter. Defendant BROOKLYN TRIATHLON CLUB (BTC) organized weekend trips to allow triathletes, such as plaintiff CONNING, to train for upcoming events. Defendant BTC designated defendant JOHN STEWART (STEWART) to lead its cycling training the weekend of plaintiff CONNING’s accident.
Defendants BTC and STEWART move for summary judgment and dismissal of plaintiff’s verified complaint and all cross-claims against them, pursuant to CPLR Rule 3212, alleging, among [***2] other things, that: plaintiff CONNING assumed the risk of injuries she sustained by voluntarily participating in defendant BTC’s triathlon training weekend; and, plaintiff CONNING signed a valid waiver of liability releasing defendants BTC and STEWART from any liability that they may sustain in a BTC event. Defendant DIETRICH moves for summary judgment and dismissal of plaintiff’s verified complaint and all cross-claims against him, pursuant to CPLR Rule 3212, alleging that: plaintiff CONNING caused her own accident by following the cyclist in front of her too closely; and, there is no evidence that defendant DIETRICH failed to use reasonable care in the operation of his motor vehicle. Plaintiff opposes both motions. For the reasons to follow, the Court grants summary judgment to defendants BTC and STEWART and denies summary judgment to defendant DIETRICH.
Background
Plaintiff CONNING had experience as a “triathalete” before the subject accident, having participated in three prior triathlons and other organized bicycling events, including a thirty-five (35) mile bike tour in September or October 2006. When plaintiff lived in Arizona, from 2001-2005, she participated several times per [***3] month in organized and informal cycling rides and mountain biked several times per year. Subsequently, plaintiff moved to New York and joined BTC in November 2007. In 2008, plaintiff began participating in instructional cycling rides with BTC members. Plaintiff Conning testified in her examination before trial (EBT) that: she gradually increased the frequency of her rides and the distance covered to develop endurance and strength; her training rides included bike paths in Brooklyn with pedestrians and highways with motor vehicles; and, she was aware of the potential hazards a cyclist encounters on roads, including small stones, ruts and cracks.
Defendant BTC organized a triathlon training weekend for the first weekend of August 2008, based in Phoenicia, New York, to train its members in the skills necessary for triathlon events. Plaintiff signed BTC’s waiver of liability, on July 29, 2008, before commencing training with BTC. Then, plaintiff CONNING voluntarily took part in BTC’s three (3) day training camp in preparation for her planned participation in upcoming triathlons. Plaintiff testified, in her [*3] EBT, that on Friday, August 1, 2008, she participated in a twenty (20) mile bicycle [***4] ride and then chose to take a thirty-five (35) mile ride the next day, led by defendant STEWART. In the August 2, 2008-ride, the six riders stayed in a paceline if the road was straight and level. In a paceline, bicycle riders, to reduce wind resistance, ride in a line with each bicycle approximately twelve to eighteen inches behind each other.
After the group traveled about twenty-five (25) miles, while on Route 28, plaintiff CONNING was last in the paceline, to keep weaker cyclists in front of her. The paceline was on the shoulder of Route 28, separated from vehicular traffic by a white line. Plaintiff CONNING testified, in her EBT, that while she was following a fellow cyclist, Cindy Kaplan, she observed the shoulder narrowing and a difference in elevation between the shoulder and the gravel area to the right of the shoulder. When plaintiff observed Ms. Kaplan leave the shoulder and swerve right onto the gravel surface, plaintiff voluntarily followed. Plaintiff testified, in her EBT, that she then attempted to get her bicycle back onto the shoulder, at which point the front wheel of her bicycle caught the slight rise in the shoulder’s elevation. This caused her wheels to stop and [***5] plaintiff CONNING was propelled over her bicycle’s handlebars onto Route 28’s roadway. Then, plaintiff CONNING was struck by defendant DIETRICH’s vehicle, which was traveling on Route 28. Further, plaintiff admitted that prior to the accident she never complained about roadway conditions to STEWART.
Summary Judgment Standard
The proponent of a summary judgment motion must make a prima facie showing of entitlement to judgment as a matter of law, tendering sufficient evidence to eliminate any material issues of fact from the case. (See Alvarez v Prospect Hospital, 68 NY2d 320, 324, 501 N.E.2d 572, 508 N.Y.S.2d 923 [1986]; Zuckerman v City of New York, 49 NY2d 557, 562, 404 N.E.2d 718, 427 N.Y.S.2d 595 [1980]; Sillman v Twentieth Century-Fox Film Corp., 3 NY2d 395, 404, 144 N.E.2d 387, 165 N.Y.S.2d 498 [1957]). Failure to make such a showing requires denial of the motion, regardless of the sufficiency of the opposing papers. (Winegrad v New York University Medical Center, 64 NY2d 851, 476 N.E.2d 642, 487 N.Y.S.2d 316 [1985]; Qlisanr, LLC v Hollis Park Manor Nursing Home, Inc., 51 AD3d 651, 652, 857 N.Y.S.2d 234 [2d Dept 2008]; Greenberg v Manlon Realty, 43 AD2d 968, 969, 352 N.Y.S.2d 494 [2nd Dept 1974]).
CPLR Rule 3212 (b) requires that for a court to grant summary judgment the court must determine if the movant’s papers justify holding as a matter of law [***6] “that there is no defense to the cause of action or that the cause of action or defense has no merit.” The evidence submitted in support of the movant must be viewed in the light most favorable to the non-movant. (Boyd v Rome Realty Leasing Ltd. Partnership, 21 AD3d 920, 921, 801 N.Y.S.2d 340 [2d Dept 2005]; Marine Midland Bank, N.A. v Dino & Artie’s Automatic Transmission Co., 168 AD2d 610, 563 N.Y.S.2d 449 [2d Dept 1990]). Summary judgment shall be granted only when there are no issues of material fact and the evidence requires the court to direct judgment in favor of the movant as a matter of law. (Friends of Animals, Inc., v Associated Fur Mfrs., 46 NY2d 1065, 390 N.E.2d 298, 416 N.Y.S.2d 790 [1979]; Fotiatis v Cambridge Hall Tenants Corp., 70 AD3d 631, 632, 895 N.Y.S.2d 456 [2d Dept 2010]).
Plaintiff’s assumption of risk
Defendants BTC and STEWART make a prima facie entitlement to summary judgment and dismissal of the verified complaint and cross-claims against them because plaintiff CONNING assumed any risks involved with bicycle riding and she executed defendant BTC’s valid waiver of liability. The Court of Appeals, in Turcotte v Fell (68 NY2d 432, 502 N.E.2d 964, 510 N.Y.S.2d 49 [1986]), held, at 437: [*4]
It is fundamental that to recover in a negligence action a plaintiff must establish that the defendant [***7] owed him a duty to use reasonable care, and that it breached that duty . . . The statement that there is or is not a duty, however, begs the essential question — whether the plaintiff’s interests are entitled to legal protection against the defendant’s conduct. Thus, while the determination of the existence of a duty and the concomitant scope of that duty involve a consideration not only of the wrongfulness of the defendant’s action or inaction, they also necessitate an examination of plaintiff’s reasonable expectations of the care owed to him by others.
Further, in Turcotte at 438-439, the Court instructed that risks involved with sporting events:
are incidental to a relationship of free association between the defendant and the plaintiff in the sense that either party is perfectly free to engage in the activity or not as he wishes. Defendant’s duty under such circumstances is a duty to exercise care to make the conditions as safe as they appear to be. If the risks of the activity are fully comprehended or perfectly obvious, plaintiff has consented to them and defendant has performed its duty.
The doctrine of assumption of risk is “intended to facilitate free and vigorous participation [***8] in athletic activities.” (Benitez v New York City Bd. of Educ., 73 NY2d 650, 657, 541 N.E.2d 29, 543 N.Y.S.2d 29 (1989). However, “[a]s a general rule, [sporting event] participants may be held to have consented, by their participation, to those injury-causing events which are known, apparent or reasonably foreseeable consequences of the participation (see Maddox v City of New York, 66 NY2d 270, 277-278, 487 N.E.2d 553, 496 N.Y.S.2d 726 [1985]).” (Turcotte at 439). (See Benitez at 657; Murphy v Steeplechase Amusement Co., 250 NY 479, 482, 166 N.E. 173 [1929]). To establish plaintiff’s assumption of risk, “it is not necessary . . . that the injured plaintiff have foreseen the exact manner in which the injury occurred, so long as he or she is aware of the potential for injury from the mechanism from which the injury results.” (Maddox at 278). “If a participant makes an informed estimate of the risks involved in the activity and willingly undertakes them, then there can be no liability if he is injured as a result of those risks.” (Turcotte at 437). Further, the Turcotte Court, at 438, in defining the risk assumed, instructed that:
in its most basic sense it “means that the plaintiff, in advance, has given his * * * consent to relieve the defendant of an obligation [***9] of conduct toward him, and to take his chances of injury from a known risk arising from what the defendant is to do or leave undone. The situation is then the same as where the plaintiff consents to the infliction of what would otherwise be an intentional tort, except that the consent is to run the risk of unintended injury * * * The result is that the defendant is relieved of legal duty to the plaintiff; and being under no duty, he cannot be charged with negligence” (Prosser and Keeton, Torts § 68, at 480-481 [5th ed]; 4 Harper, James & Gray, [*5] Torts § 21.0 et seq. [2d ed]; Restatement [Second] of Torts § 496A comments b, c; see also, Bohlen, Voluntary Assumption of Risk, 20 Harv. L Rev 14 [assumption of risk is another way of finding no duty of care]; Comment, Assumption of Risk and Vicarious Liability in Personal Injury Actions Brought by Professional Athletes, 1980 Duke LJ 742).
Assumption of risk is frequently invoked in connection with voluntary participation in sports and recreational activities. “By engaging in a sport or recreational activity, a participant consents to those commonly-appreciated risks which are inherent in and arise out of the nature of the sport generally and [***10] flow from such participation.” (Rivera v Glen Oaks Village Owners, Inc., 41 AD3d 817, 820, 839 N.Y.S.2d 183 [2d Dept 2007]). In Sanchez v City of New York (25 AD3d 776, 808 N.Y.S.2d 422 [2d Dept 2006]), the Court dismissed plaintiff’s complaint because “the injured plaintiff assumed the risks inherent in playing baseball in the gymnasium where she sustained her injuries, including those risks associated with any readily observable defect or obstacle in the place where the sport was played.” In Cuesta v Immaculate Conception Roman Catholic Church (168 AD2d 411, 562 N.Y.S.2d 537 [2d Dept 1990]) the Court granted summary judgment to defendant. Plaintiff, voluntarily acted as an umpire in his son’s Little League game. While standing behind the pitcher, he was struck in the eye by a ball thrown by the catcher. The Court held, at 411, that “[t]he injury is one common to the sport of baseball, and was foreseeable by the plaintiff prior to accepting the job as umpire.” In an assumption of risk case, “[p]laintiff can avoid summary judgment only by demonstrating that the risk of injury was somehow unreasonably increased or concealed in the instant circumstances.” (Mondelice v Valley Stream Cent. High School Dist., 2002 N.Y. Misc. LEXIS 1292, 2002 NY Slip Op 50403 [U], *3 [***11] [Sup Ct, Nassau County 2002, Winslow, J.]).
Plaintiff CONNING, in the instant action, was aware of the inherent risks involved in triathlon participation. She was an experienced cyclist and prior to her accident previously participated in triathlons and cycling events. In addition, she participated in weekly training for triathlon events. At the time of her accident no risks inherent in bicycling were veiled or concealed from her. “[B]y engaging in a sport or recreation activity, a participant consents to those commonly appreciated risks which are inherent in and arise out of the nature of the sport generally and flow from such participation.” (Morgan v State, 90 NY2d 471, 484, 685 N.E.2d 202, 662 N.Y.S.2d 421 [1997]). (See Marino v Bingler, 60 AD3d 645, 874 N.Y.S.2d 542 [2d Dept 2009]; Lumley v Motts, 1 AD3d 573, 768 N.Y.S.2d 24 [2d Dept 2003]; Cook v Komorowski, 300 AD2d 1040, 752 N.Y.S.2d 475 [4th Dept 2002]). “A reasonable person of participatory age or experience must be expected to know” that there are risks inherent with cycling. (Morgan at 488) A known, apparent or reasonably foreseeable consequence of participating in a sporting activity will be considered an inherent risk. (See Turcotte at 439; Tilson v Russo, 30 AD3d 856, 857, 818 N.Y.S.2d 311 [3d Dept. 2006]; Rubenstein v Woodstock Riding Club, 208 AD2d 1160, 617 N.Y.S.2d 603 [3d Dept. 1994]). [***12] Plaintiff, an experienced bicyclist, was aware of risks, in cycling on Route 28, when she left the shoulder where her training group was riding and went onto adjacent gravel. She should have been aware that road bikes of the type she was riding are designed to be ridden on pavement and their handling is greatly compromised on gravel.
Moreover, whether the risk of injury is open and obvious is a determinative factor in assessing plaintiff’s comparative fault. (See Palladino v Lindenhurst Union Free School Dist., 84 AD3d 1194, 924 N.Y.S.2d 474 [2d Dept 2011]; Krebs v Town of Wallkill, 84 AD3d 742, 922 N.Y.S.2d 516 [2d Dept 2011]; Bendig v [*6] Bethpage Union Free School Dist., 74 AD3d 1263, 1264, 904 N.Y.S.2d 731 [2d Dept 2010]; Mondelli v County of Nassau, 49 A.D.3d 826, 827, 854 N.Y.S.2d 224 [2d Dept 2008]; Mendoza v Village of Greenport, 52 AD3d 788, 861 N.Y.S.2d 738[2d Dept 2008]). Plaintiff CONNING, in the instant matter, alleges that defendants BTC and STEWART were negligent in allowing her to ride on “a decrepit and narrow path.” However, plaintiff rode her bicycle on the shoulder of Route 28 for one-tenth of a mile (about two city blocks) before her accident. She was able to observe the roadway as she was riding on the shoulder. Also, despite observing the narrowing of the [***13] shoulder, she continued to ride. Plaintiff, did not, as she knew she could have, slowed down or stopped.
Moreover, even for experienced cyclists “[t]he risk of striking a hole and falling is an inherent risk of riding a bicycle on most outdoor surfaces.” (Goldberg v Town of Hempstead, 289 AD2d 198, 733 N.Y.S.2d 691 [2d Dept. 2001]). Similarly, “the risk of encountering ruts and bumps while riding a bicycle over a rough roadway . . . is so obvious . . . or should be to an experienced bicyclist . . . that, as a matter of law, plaintiff assumed any risk inherent in the activity.” (Furgang v Club Med, 299 AD2d 162, 753 N.Y.S.2d 359 [1d Dept 2002]). Plaintiff, in the instant action, was participating in a guided bicycle tour conducted by defendants BTC and STEWART when she hit a rut, an inherent risk, and fell off her bicycle. (See Rivera v Glen Oaks Village Owners, Inc. at 820-821; Reistano v Yonkers Bd. of Educ., 13 AD3d 432, 785 N.Y.S.2d 711 [2d Dept 2004]). In Werbelow v State of New York (7 Misc 3d 1011[A], 801 N.Y.S.2d 244, 2005 NY Slip Op 50549[U] [Ct Cl, 2005]), a self-proclaimed “rather competent rollerblader” was injured after she fell over a “crack” on a New York State bicycle path and the Court found that plaintiff assumed the risk of injury. The Werbelow Court held, at *3, [***14] that “there is no indication that there were unreasonably increased risks’ in this case, or that defendant acted recklessly, intentionally, or concealed the risks, such that the doctrine of assumption of risk would not apply.” “Since the risk of striking a hole and falling is an inherent risk in riding a bicycle on most outdoor surfaces and the defective condition in this case was open and obvious, the infant plaintiff assumed the risk of riding her bicycle on the ballfield.” (Goldberg at 692). (See Rivera v Glen Oaks Village Owners, Inc. at 820). In the instant action, a rut in the road surface or a change in elevation between the shoulder and gravel area or a “decrepit and narrow” shoulder were not unique conditions created by either STEWART or BTC.
It is clear that defendants BTC and STEWART did not take plaintiff on an unreasonably dangerous roadway surface. The EBT testimony demonstrates that the cyclists did not anticipate that every patch of the roadway would be smooth. Cindy Kaplan, one of the cyclists in plaintiff’s training group, testified that “[i]n general the entire route was appropriate, the entire weekend was appropriate because that’s how the roads are Upstate . . . [***15] I guess you can’t expect it to be perfectly paved the whole time.” Plaintiff CONNING came into contact with a ledge or lip in the roadway while trying to get back on the path she diverged from. Unable to navigate the ledge or lip, she fell and was then struck by defendant DIETRICH’s passing car. Prior to plaintiff’s accident, defendant STEWART was diligent in pointing any roadway hazards to the bicycle riders in his group. The shoulder narrowing cannot be considered a roadway hazard because it was open, obvious and not something for cyclists to avoid. Thus, it is manifest that CONNING understood and assumed the risks of the activities she partook in based upon her prior participation in triathlons and cycling events before the date of her accident. Plaintiff CONNING assumed the risk in choosing to participate in the August 2, 2008 cycling event on Route 28 conducted by defendant BTC and led by defendant STEWART, with its known and obvious [*7] risks.
Plaintiff’s waiver of liability
Plaintiff CONNING, on July 29, 2008, signed defendant BTC’s waiver of liability making her aware of the risk of injury prior to her participation in BTC’s triathlon training weekend. This waiver states, in pertinent [***16] part:
I ACKNOWLEDGE that there may be traffic or persons ON THE course route, and I ASSUME THE RISK OF RUNNING, BIKING, SWIMMING OR PARTICIPATING IN ANY OTHER BTC EVENT. I also ASSUME ANY AND ALL OTHER RISKS associated with participating in BTC events including but not limited to falls, contact and/or effects with other participants, effects of weather including heat and/or humidity, defective equipment, the condition of the roads, water hazards, contact with other swimmers or boats, and any hazard that may be posed by spectators or volunteers. All such risks being known and appreciated by me, I further acknowledge that these risks include risks that may be the result of the negligence of the persons or entities mentioned above . . . or of other persons [or] entities. I AGREE NOT TO SUE any of the person or entities mentioned above . . . for any of the claims, losses or liabilities that I have waived, released or discharged herein. [Emphasis added]
It is undisputed that plaintiff CONNING, prior to and as a condition of participating in BTC’s training weekend, read and executed BTC’s waiver of liability. Therefore, she was aware of the risks explicitly stated in the waiver. Once “risks [***17] of the activity are fully comprehended or perfectly obvious” to plaintiff, plaintiff is deemed to have accepted the risks by taking part in the activity. (Turcotte at 439).
It is firmly established that a valid release which is clear and unambiguous on its face and which is knowingly and voluntarily entered into will be enforced as a private agreement between parties.” (Appel v Ford Motor Co., 111 AD2d 731, 732, 490 N.Y.S.2d 228 [2d Dept 1985]). Absent fraud, duress or undue influence, a party who signs a waiver will be bound by its terms. (Skluth v United Merchants & Mfrs., Inc., 163 AD2d 104, 106, 559 N.Y.S.2d 280 [1d Dept. 1990]). Plaintiff CONNING does not claim that she was fraudulently induced or unduly influenced or forced to sign BTC’s waiver of liability. She participated in BTC’s training weekend of her own free will and signed BTC’s waiver of liability as a condition of her participation in BTC’s events. A plain reading of the waiver of liability demonstrates that it relieves BTC and STEWART from liability for any injuries sustained by plaintiff CONNING, whether or not caused by defendants’ negligence.
In Castellanos v Nassau/Suffolk Dek Hockey, Inc. (232 AD2d 354, 648 N.Y.S.2d 143 [2d Dept 1996]), the Court found that the [***18] injury waiver form executed by plaintiff, an experienced deck hockey player, who participated in a deck hockey game at premises owned by one defendant and maintained or controlled by another defendant, was enforceable. The Court held, at 355, that:
The language of the agreement clearly expresses the intention of the parties to relieve the “organizers, sponsors, supervisors, participants, owners of the business and owners of the premises” of liability (see Lago v Krollage, 78 NY2d 95, 99-100, 575 N.E.2d 107, 571 N.Y.S.2d 689 [1991]). Moreover, the [*8] agreement is similarly clear in reciting that the plaintiff was aware of and assumed the risks associated with participating in the game of deck hockey (see Chieco v Paramarketing, Inc., 228 AD2d 462, 643 N.Y.S.2d 668 [2d Dept 1996]).
“In the absence of a contravening public policy, exculpatory provisions in a contract, purporting to insulate one of the parties from liability resulting from that party’s own negligence, although disfavored by the courts, generally are enforced, subject to various qualifications.” (Lago v Krollage at 99). However, an exculpatory agreement, as a matter of public policy, is void, “where it purports to grant exemption from liability for willful or grossly negligent [***19] acts or where a special relationship exists between the parties such that an overriding public interest demands that such a contract provision be rendered ineffectual.” (Lago v Krollage at 100). Thus, “it is clear . . . that the law looks with disfavor upon agreements intended to absolve an individual from the consequences of his negligence . . . and although they are, with certain exceptions, enforceable like any other contract . . . such agreements are always subjected to the closest of judicial scrutiny and will be strictly construed against their drawer.” (Abramowitz v New York University Dental Center, College of Dentistry, 110 AD2d 343, 345, 494 N.Y.S.2d 721 [2d Dept 1985]). (See Lago v Krollage at 100; Gross v Sweet, 49 NY2d 102, 106-107, 400 N.E.2d 306, 424 N.Y.S.2d 365 [1979]; Sterling Investors Services, Inc. v 1155 Nobo Associates, LLC, 30 AD3d 579, 581, 818 N.Y.S.2d 513 [2d Dept 2006]; Dubovsky & Sons, Inc. v Honeywell, Inc., 89 AD2d 993, 994, 454 N.Y.S.2d 329 [2d Dept 1982]).
In 1996, the New York Legislature, as a matter of public policy, enacted General Obligations Law (GOL) § 5-326, which states:
“[e]very covenant, agreement or understanding in or in connection with . . . any contract . . . entered into between the owner or operator of any . . . place of [***20] amusement or recreation . . . and the user of such facilities, pursuant to which such owner or operator receives a fee or other compensation for the use of such facilities, which exempts the said owner or operator from liability for damages caused by or resulting from the negligence of the owner, operator or person in charge of such establishment, or their agents, servants or employees, shall be deemed to be void as against public policy and wholly unenforceable.
Despite plaintiff CONNING’s contention that GOL § 5-326 applies to the instant action, it does not. Plaintiff CONNING did not sign BTC’s waiver of liability to participate in a “place of amusement or recreation” owned or operated by defendant BTC. Clearly, BTC does not own or operate Route 28 and plaintiff paid a fee to defendant BTC for training weekend expenses, not for her use of Route 28. Moreover, GOL § 5-326 does not apply to participants engaged in training events, because they are not recreational. The primary purpose of plaintiff CONNING’s August 2, 2008-ride was triathlon training.
Plaintiff, in Tedesco v Triborough Bridge & Tunnel Auth. (250 AD2d 758, 673 N.Y.S.2d 181 [2d Dept. 1998]), was injured on the Verrazano Narrows Bridge during [***21] a “five borough bicycle tour.” The Court held, at 758, that the release plaintiff signed was enforceable “since the Verrazano Narrows Bridge, where the plaintiff Tedesco was injured, is not a place of amusement or recreation.'” Similarly, in Brookner v New York Roadrunners Club, Inc. (51 AD3d 841, 858 N.Y.S.2d 348 [2d Dept 2008]), [*9] plaintiff sustained injuries in the 2004 New York Marathon, while running on a Brooklyn street. Plaintiff, prior to the race, signed defendant’s waiver of liability. The Court held GOL § 5-326 inapplicable to plaintiff because he paid an entry fee to participate in the Marathon, not an admission fee for use of a city-owned street. Further, the Court held, at 842, that “the public roadway in Brooklyn where the plaintiff alleges that he was injured is not a place of amusement or recreation.'” Similarly, in Bufano v. National Inline Roller Hockey Ass’n. (272 A.D.2d 359, 707 N.Y.S.2d 223 [2d Dept 2000]), the Court held that a member of an inline roller hockey league assumed the risk of injuries sustained from a fight with another player during a game. The Court held, at 359, that GOL § 5-326 did not “void the release Bufano signed, since the $25 he paid was not paid to the owner or operator of a recreational [***22] facility.” Further, the Court instructed, at 359-360, that “the liability release he signed expressed in clear and unequivocal language the intent to relieve the defendants of all liability for personal injuries to Bufano caused by defendants’ negligence. Thus, the release is enforceable.”
Plaintiff CONNING, in the instant action, paid $40 annual membership dues to BTC and paid BTC a registration fee for the August 2008 triathlon training weekend. She signed BTC’s waiver of liability to train on a “course route,” and did not pay a fee to use a “place of amusement or recreation.” Thus, GOL § 5-326 does not void the BTC waiver of liability signed by CONNING. (See Lago v Krollage at 101; Schwartz v Martin, 82 AD3d 1201, 1203, 919 N.Y.S.2d 217 [2d Dept 2011]; Fazzinga v Westchester Track Club, 48 AD3d 410, 411-412, 851 N.Y.S.2d 278 [2d Dept 2008]; Millan v Brown, 295 AD2d 409, 411, 743 N.Y.S.2d 539 [2d Dept 2002]). Further, the waiver of liability signed by plaintiff CONNING expressly relieves defendant BTC and its “employees, representatives, and any agents,” such as defendant STEWART from liability for injuries she sustained during the triathlon training weekend.
New York State Courts have uniformly found that when a sporting activity is [***23] “instructional” rather than “recreational” a waiver of liability will not be deemed void under GOL § 5-326. The Court in Boateng v Motorcycle Safety School, Inc. (51 AD3d 702, 703, 858 N.Y.S.2d 312 [2d Dept. 2008]), held that the release signed by a student motorcyclist, who fell from a motorcycle during a training session, was enforceable and not voided by GOL § 5-326 because “the defendants submitted evidence that the raceway premises, which the defendant leased to conduct its classes, were used for instructional, not recreational or amusement purposes.” (See Thiele v Oakland Valley, Inc., 72 AD3d 803, 898 N.Y.S.2d 481 [2d Dept 2010]; Baschuk v Diver’s Way Scuba, Inc. 209 AD2d 369, 370, 618 N.Y.S.2d 428 [2d Dept 1994]). Plaintiff CONNING, at the time of her accident was not taking a recreational bicycle ride but engaged in triathlon training supervised by defendant STEWART, an agent of defendant BTC. Plaintiff registered with BTC to participate in a triathlon training weekend to train for upcoming triathlons in which she planned to participate. Defendant BTC advertised the August 2008 training weekend as instructional, for participants to develop triathlon skills. Plaintiff confirmed this in her EBT testimony.
Defendants BTC and STEWART [***24] demonstrated that plaintiff CONNING knowingly and voluntarily executed a valid waiver of liability and assumed the risk of injury by riding her bicycle on a public roadway. Plaintiff CONNING’s arguments, in opposition to the instant motion of defendants BTC and STEWART, that her August 2, 2008-ride was “recreational” are mistaken. Moreover, the risks inherent in plaintiff CONNING’s August 2, 2008-instructional [*10] bicycle ride, that she consented to, were fully comprehended by plaintiff and obvious to her as an experienced cyclist. Therefore, without material issues of fact, the motion of defendants BTC and STEWART for summary judgment and dismissal of the verified complaint against them and all cross-claims against them is granted.
Defendant DIETRICH’s motion for summary judgment
Defendant DIETRICH’S summary judgment motion on liability is denied because of the existence of triable issues of fact. “It is well established that on a motion for summary judgment the court is not to engage in the weighing of evidence. Rather, the court’s function is to determine whether by no rational process could the trier of facts find for the nonmoving party’ (Jastrzebski v North Shore School Dist., 223 AD2d 677, 637 N.Y.S.2d 439 [2d Dept 1996]).” [***25] (Scott v Long Island Power Authority, 294 AD2d 348, 741 N.Y.S.2d 708 [2d Dept 2002]). Moreover, “[s]ummary judgment is a drastic remedy which should only be employed when there is no doubt as to the absence of triable issues.” (Stukas v Streiter, 83 AD3d 18, 23, 918 N.Y.S.2d 176 [2d Dept 2011]). As will be explained, there is no doubt that in the instant action, there are triable issues of fact that must be resolved at trial by the finder of fact. (Sillman v Twentieth Century-Fox Film Corp. at 404).
Defendant DIETRICH, the owner and operator of the motor vehicle that collided with plaintiff CONNING, admitted in his deposition that he was aware of the presence of plaintiff CONNING and other bicycle riders about 200 feet before the accident occurred [EBT – p. 19]. He also acknowledged that in the seconds before the accident, his wife, the front seat passenger “said I see a line of bikers up there. Slow down. Be careful.’ Then she said one of them might hit a stone or something in the road and fall into the road. [EBT – p. 17, lines 10-14].'” Further, defendant DIETRICH testified [EBT – p. 18] that he clearly saw the bicycle riders that his wife had spoken about and that the section of Route 28 where the subject accident [***26] occurred was straight [EBT – p. 20]. Moreover, defendant DIETRICH lived near the scene of the accident [EBT – p.10], on many prior occasions had observed bicycle riders on Route 28 [EBT – p. 22] and knew that Route 28 was a designated state bike route [EBT – p. 26]. Defendant DIETRICH stated that the speed limit on Route 28 was 55 miles per hour [EDT – p.23] and prior to the accident he was driving at that rate of speed [EBT – p. 24] until he saw the bikers and reduced his speed [EBT – pp. 39-40].
Defendant DIETRICH’s counsel, in P 22 of his affirmation in support of the motion, offers conjecture, without expert opinion, that “the plaintiff was following the bicyclist in front of her too closely which prevented her from properly using her senses to see what was before her. This caused her to lose control of the bicycle and to fall into the side of the defendant’s vehicle.” Plaintiff CONNING and the other cyclists were traveling in a paceline. If counsel for defendant DIETRICH believes that the paceline or the spacing of the bicycles was improper, counsel for defendant DIETRICH was obligated to present expert opinion in evidentiary form. However, counsel for defendant DIETRICH failed [***27] to do so.
Both plaintiff CONNING and defendant DIETRICH were under the same duty to operate their respective bicycle and motor vehicle in a safe manner, keep a safe lookout and avoid collisions. “A person riding a bicycle on a roadway is subject to all of the duties applicable to the driver of a vehicle (see Vehicle and Traffic Law [VTL] § 1231). (Thoresz v Vallone, 70 AD3d 1031, 894 N.Y.S.2d 769 [2d Dept 2010]). The Court, in Palma v Sherman (55 AD3d 891, 867 N.Y.S.2d 111 [2d Dept 2009], instructed: [*11]
In general, a motorist is required to keep a reasonably vigilant lookout for bicyclists, to sound the vehicle’s horn when a reasonably prudent person would do so in order to warn a bicyclist of danger, and to operate the vehicle with reasonable care to avoid colliding with anyone on the road. A bicyclist is required to use reasonable care for his or her own safety, to keep a reasonably vigilant lookout for vehicles, and to avoid placing himself or herself in a dangerous position (see Vehicle and Traffic Law § 1146; Rosenberg v Kotsek, 41 AD3d 573, 837 N.Y.S.2d 343 [2d Dept 2007]; Trzepacz v Jara, 11 AD3d 531, 782 N.Y.S.2d 852 [2d Dept 2004]; Redcross v State of New York, 241 AD2d 787, 660 N.Y.S.2d 211 [3d Dept 1997]; PJI 2:76A). Each is required to obey the statutes governing [***28] traffic and is entitled to assume that the other also will do so (see Rosenberg v Kotsek, 41 AD3d 573, 837 N.Y.S.2d 343 [2d Dept 2007]; Trzepacz v Jara, 11 AD3d 531, 782 N.Y.S.2d 852 [2d Dept 2004]; Redcross v State of New York, 241 AD2d 787, 660 N.Y.S.2d 211 [3d Dept 1997]; PJI 2:76A).
In the instant action there are material issues of fact whether defendant DIETRICH used that level of ordinary care that a reasonably prudent person would have used under the same circumstances and if not, whether the subject accident was foreseeable. (See PJI 2:10; PJI 2:12). “Whether a breach of duty has occurred, of course, depends upon whether the resulting injury was a reasonably foreseeable consequence of the defendants’ conduct.” (Danielenko v Kinney Rent A Car, Inc., 57 NY2d 198, 204, 441 N.E.2d 1073, 455 N.Y.S.2d 555 [1982]). Defendant DIETRICH had a duty of care to keep his vehicle under control and to reduce his speed to a safe level, which is clear from his acknowledgment that he took his foot off the gas pedal prior to the accident. VTL § 1180 (a) states that “[n]o person shall drive a vehicle at a speed greater than is reasonable and prudent under the conditions and having regard to the actual and potential hazards then existing [Emphasis added].” Thus, there is a triable issue [***29] of fact whether defendant DIETRICH’s rate of speed was “reasonable and prudent under the conditions and having regard to the actual and potential hazards then existing.” Also, VTL § 1146 requires a driver to “exercise due care to avoid colliding with any bicyclist.” It is a triable issue whether defendant DIETRICH could have avoided his collision with plaintiff CONNING.
The Court, by determining that triable issues of fact exist, denies defendant DIETRICH’s motion for summary judgment and dismissal of plaintiff’s verified complaint and all cross-claims against him.
Conclusion
Accordingly, it is
ORDERED, that the motion of defendants BROOKLYN TRIATHLON CLUB and JOHN STEWART for summary judgment and dismissal of the verified complaint and all cross-claims against them, pursuant to CPLR Rule 3212, is granted; and it is further;
ORDERED, that the motion of defendant ROBERT J. DIETRICH for summary judgment [*12] and dismissal of the verified complaint and all cross-claims against him, pursuant to CPLR Rule 3212, is denied.
This constitutes the Decision and Order of the Court.
ENTER
HON. ARTHUR M. SCHACK
J. S. C.
PA court upholds release in bicycle race.
Posted: May 23, 2011 Filed under: Assumption of the Risk, Cycling, Racing, Release (pre-injury contract not to sue) Leave a commentScott v. Altoona Bicycle Club, d/b/a the Tour de-Toona, 2010 Pa. Commw. Unpub. LEXIS 513
One release was signed online.
In this case, an injured cyclist from a road race sued the race, an individual; USA Cycling, Inc, (USAC); the Commonwealth of Pennsylvania, the PA Department of Transportation, (DOT); and Huston Township, a Pennsylvania municipality. Why? Because she crashed during a bicycle race and was rendered a paraplegic. The more defendants the greater the possibility that one defendant will not have a defense.
To enter the race the plaintiff signed two different releases. One was an online application to obtain a license to race from the USAC. The second release was to enter the Tour de Toona signed at the time of the race.
The Tour de Toona was a seven (7) day bicycle race. During a 19.2 mile circuit while making a 90 degree turn at the end of a downhill the plaintiff rode off the road through grass into a 30 inch drop off.
The plaintiff sued for negligence, gross negligence and recklessness against the various defendants. The defendants raised the defenses of release, assumption of the risk and the governmental entities raised the defense of immunity. The defendants filed a motion for summary judgment based on the releases signed by the plaintiff, assumption of the risk, and the immunity defense. The trial court granted the motion, and the plaintiff appealed to the dismissal.
Arguments
The plaintiff argued on appeal that the releases were void as a matter of law because the two releases were exculpatory agreements. Also, under Pennsylvania law releases could not block claims of gross negligence and recklessness, and the defendants were liable because the defendants were in a better position to prevent her harm.
The court looked at release law in Pennsylvania. For a release, or more specifically the exculpatory clause in the release, to be valid:
(1) the clause must not contravene public policy, (2) the contract must be between persons relating entirely to their own private affairs and (3) each party must be a free bargaining agent to the agreement so that the contract is not one of adhesion.
The plaintiff did not argue whether the releases were contracts of adhesion so the court did not discuss the third component.
In order for an exculpatory agreement to violate public policy under Pennsylvania law the matter of interest, or the subject matter of the contract, must be the public, the state, an employer-employee relationship, public service, public utility, common carriers (airlines or trains, etc.) or hospitals. The bicycle race was none of those. Although the race did provide a benefit to the community, it did not rise to the level necessary to be a violation of public policy.
The second part of the requirement is the agreement is between private parties. A government entity or the public as a whole was not a party to the release. This argument is similar to the first in that the examples that void the release are identical. However, one is a contract that affects those parties and the second is a contract with those parties.
The court then looked at the language of the releases to determine whether the language of the releases was clear so that one party would understand that they are reliving the other party of any liability.
1) the contract language must be construed strictly, since exculpatory language is not favored by the law; 2) the contract must state the intention of the parties with the greatest particularity, beyond doubt by express stipulation, and no inference from words of general import can establish the intent of the parties; 3) the language of the contract must be construed, in case of ambiguity, against the party seeking immunity from liability; and 4) the burden of establishing the immunity is upon the party invoking protection under the clause.
The court can only look at the language in the release, within the four corners of the document. No outside information or evidence can be used to interpret the release or to explain it.
Consequently, the court found the releases valid.
The language in these releases clearly and unambiguously reflects Appellees’ intention to be released by Scott from all liability, even for Appellees’ negligence, for injuries she may suffer during a USAC event generally, and the Tour de ‘Toona, specifically.
The court quickly dismissed the argument that the plaintiff only skimmed the releases finding it did not matter.
The plaintiff then argued the releases were not valid for claims of gross negligence. The court dismissed this argument stating Pennsylvania does not recognize gross negligence.
Supporting the aforementioned argument as to gross negligence is the Pennsylvania Supreme Court’s declaration, that “there are no degrees of negligence in Pennsylvania” common law, only differing standards of care in certain circumstances.
Because the release mentioned negligence, under Pennsylvania law, that includes gross negligence, since there is no gross negligence in PA, the release covered everything. A circular argument, to some extent, but effective.
However, the court did raise the issue that if the release had been in indemnification agreement, gross negligence would have to have been identified in the release as something to be barred in the release.
The plaintiff then argued that the defense of assumption of the risk was not a valid defense. The court state:
…because she did not knowingly proceed in the face of an obvious danger or an inherent risk of competitive cycling, and because the trial court ignored evidence that Scott did not assume the risk that ABC would not correct a course that was inherently dangerous.
The plaintiff argued that assumption of the risk was no longer a defense in PA because it had been merged into comparative negligence. Comparative negligence has the jury determine the percentage of fault of all of the parties. The plaintiff’s recovery is then reduced by the percentage of fault that the jury finds the plaintiff to be for his or her injuries.
However, the court had apparently been carving out exceptions to the complete merger of assumption of the risk with comparative negligence. The court had already found exceptions to the rule for strict liability claims, or were changed by statute. The court stated:
Under the doctrine of assumption of the risk, a defendant is relieved of its duty to protect a plaintiff from harm if the plaintiff voluntarily faces a known and obvious risk and is therefore considered to have assumed liability for his own injuries.
The case did not involve strict liability or a statutory exception to the merged rule. However, the releases were an express assumption of risk forms and thus could prove the plaintiff assumed the risk of her injuries and bar her claims. Remember there are two types of assumption of the risk. Express, which is a written form, and implied, which is the knowledge or imputed knowledge of the plaintiff.
An express assumption of the risk is where the plaintiff has given his express consent to relieve the defendant of an obligation to exercise care for the plaintiff’s protection. Ordinarily, such an agreement takes the form of a contract, which provides that the defendant is under no obligation to protect the plaintiff, and shall not be liable to him for the consequences of conduct, which would otherwise be tortious.
Here one release had the specific assumption of the risk language in its release.
Another issue the plaintiff raised that the court mentioned was the race had been marketed as the “safest possible.”
Proof that the race was not the safest possible is the injury the plaintiff received. Consequently, any marketing or advertising that states any activity is safe will come back to haunt you. Here the court dismissed the statements. However, many courts have used such statements to hold the defendant liable as proof of misrepresentation and void the release.
So Now What?
Clearly, Pennsylvania law looks to see if the magic word negligence and probably gross negligence are in the language of the release.
Based upon the foregoing, we hold that claims for gross negligence and recklessness need not have been specifically mentioned in the subject re-leases in order for Appellees to have been protected in this case. Since, in strictly construing the subject releases as against Appellees, this Court finds that the intention of the parties is stated with particularity therein, Appellees have met their burden of establishing that they are released from Scott’s claims. Moreover, since the exculpatory clauses in the releases have met the necessary requirements, they are valid and enforceable.
Another issue the court reviewed was the fact the release was not being used by an organization that is marketing itself as eliminating known and typical risks of the activity. This exception can create a gray area in the law for the outdoor recreation and adventure travel industry.
If you are an activity, business or program that markets to the general public, who would believe that you have eliminated the typical or normal risks of the activity, your release must be written with extreme care and caution in Pennsylvania. You must inform the guest or participant that those risks have not been removed, and the guest or participant is assuming those risks.
The gray area arises in that only the public will know if you are an activity that in their mind has removed the typical or normal risks. Since you cannot remove all risks, you need to protect yourself contractually and legally.
This also applies to any language that can be used to prove express assumption of the risk. Under Pennsylvania law, a plaintiff can assume the risk of his or her injuries if they do so in writing. A well written release not only should include the specific language needed to bar the claim from a legal standpoint but also should prove the plaintiff assumed the risk of their injuries.
Pennsylvania may be the exception to the rule where your release should contain the words’ gross negligence. However, the wording should something that identifies the release bars claims of negligence and gross negligence rather than baring a claim of negligence and not gross negligence. Never tell the plaintiff in your release or other document how to sue you.
The plaintiff suffered a terrible injury in her accident. As I have repeatedly stated, whenever there is an accident resulting in a quadriplegic or paraplegic there is so much money on the line, there is going to be a lawsuit. No one has enough insurance in this day and age to deal with that financial burden and the attorneys are willing to risk the defenses because the payoff can be so large.
One argument that you see appearing that was appealed by the plaintiff but not reviewed by the court was the defendants were in a better position than the plaintiff to take the steps necessary to keep the plaintiff safe. This is an insidious defense that instead of relying upon the law relies upon the theory that since the plaintiff was injured; the defendant should have and could have done something to prevent the injury.
It is critical that your release and other documentation states that your client or participant, no matter what, is in charge of their life and their rescue. So often after a safety talk we have given the guest the idea that we will rescue them when it is not only impossible but to do so would put more people at risk. It is always the guest’s duty to keep them safe. A guide, outfitter or race official will help if possible, but the decision and the reaction of the guests is always the guests and solely that of the guest. Do not create a situation where you allow the guest to argue that you had the duty to keep them safe and failed.
What do you think? Leave a comment.
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Fatality in Triathlon when driver hits cyclists
Posted: October 20, 2009 Filed under: Triathlon Leave a commentA bicyclist in the E.P. “Tom” Sawyer State Park was killed by a drunk driver. When stopped by the police, the bicycle was still lodged in the windshield of the car. The driver had a history of drunk driving.
The triathlon was in its 28th year and sponsored by the park.
See Triathlete killed by hit-and-run driver. (The site charges for their articles so unless you really want to know what happened don’t hit the link.)








