Vermont Civil Jury Instruction Committee

Plain English Jury Instructions

 

Table of Contents

Consumer Fraud

1.1       General Instruction

1.2       Jury not Bound by Either Party’s Characterization of His/Her Acts or Statements

1.3       Damages (Consumer Fraud)

1.4       Exemplary Damages/ Civil Penalty

Medical Malpractice

1.1       Elements of a Medical Malpractice Claim—Injury Alone Is not Proof of Medical Malpractice

            1.2       Elements of a Medical Malpractice Claim

            1.3       Statute of Limitations in Medical Malpractice (Generally)

1.4       Errors of Judgment

            1.5       Lack of Informed Consent

            1.6       Justification for Lack of Informed Consent

Negligence Per Se

Comparative Negligence

Premises Liability

            1.1       Definition of “business invitee,” “licensee,” and “trespasser.”

            1.2       Duty of Care owed by Landowner to Trespasser

1.3       Duty of Care owed by Landowner to Licensee

1.4       Business Owner’s Duty to Public/Business Invitees

            1.5       Business Owner’s Duty to Inspect for Dangerous Conditions

1.6       Business Invitee’s Duty to Observe Dangerous Activities and Conditions if they are Obvious

1.7       Business Owner’s Duty: Where Place of Injury Is in a Business Using Self-Service Marketing that Creates a Foreseeable Hazard as Customers Handle Merchandise

            1.8       Business Owner’s Duty to Inspect for Dangerous Conditions

Products Liability

            1          Injuries and Property Damage Caused by a Defective Product

                        1.1       Liability for Manufacture of a Defective Product

                        1.2       Defect in Existence at the Time of Sale

                        1.3       Defective Product Defined

            2          Duty to Warn

                        2.1       Manufacturer/Seller Duty to Warn

2.2       Manufacturer/Seller Duty to Warn about Obvious or Generally Known Dangers

                        2.3       Inherently Dangerous Products

                        2.4       Foreseeable Misuse of Product

                        2.5       Scope of Duty to Warn

3          Cases based on the design of a product

                        3.1       General Instruction

4          Notes about Product Liability Cases Based on Negligence and Allegations of Breach of Warranty

Unlicensed Cutting of Timber Cutting  13 V.S.A. § 3606

            1.1       Description of Claims

            1.2       Wrongful Cutting of Timber

            2.1       Factors that Mitigate Damages—Burden of Proof

            2.2       Indemnity Claim against Surveyor/Forester/Neighbor

2.3       Trespass


 

Consumer Fraud

1.1       General Charge

            [Name of plaintiff] claims that [name of defendant]’s [describe the activity/good/service] was [an unfair act/a deceptive practice/a false representation]. To prove [his/her] case, [name of plaintiff] has to prove three things:

1.         [Name of defendant] said something, failed to say something or did something that an ordinary person would decide was misleading; and

2.         [Name of plaintiff] reasonably interpreted what [name of defendant] did or said; and

3.         [Name of defendant]’s misleading statements or actions were “material”, that is, would be likely to affect an ordinary person’s decision whether or not to [purchase goods/services/enter into the lease, pay a particular price, etc.].

Notes

The judge’s description of the third element is expected to be tailored to fit the facts of the case.

 

1.2       Jury not Bound by Either Party’s Characterization of His/Her Acts or Statements

To decide whether [name of defendant]’s [act/statement/omission] was [unfair/deceptive/false] and material, look at all the facts surrounding [name of plaintiff]’s [purchase, lease, contract] to determine if an ordinary person would have understood that [name of defendant]’s [describe act/statement/omission] was [unfair/deceptive/false]  and whether or not an ordinary person would have made [name of plaintiff]’s interpretation of [name of defendant]’s [act/statement/omission] in light of all the evidence that the plaintiff and defendant presented.

Whether a statement is deceptive or material is not determined by what [name of defendant] “meant” by them or by [name of plaintiff]’s interpretation of [name of defendant]’s words or actions.

Notes

This instruction does not apply, at least initially, to consumer fraud cases brought under 9 V.S.A. §2457, which arise from a defendant’s failure to sell goods or services of the nature advertised or offered, or a defendant’s failure or inability to sell at an advertised price. In cases arising under §2457, there is a rebuttable presumption of intent to violate the Consumer Fraud Act by the conduct itself.

 

1.3       Damages (Consumer Fraud)

If you find that [name of plaintiff] has proved [his/her] claim, then the damages consist of the amount of money [name of plaintiff] paid minus the value of what [he/she] received.

[Alternate instruction (see note below): If you find that [name of plaintiff] has proved [his/her] claim, then the damages consist of the amount of money [name of plaintiff] paid as a result of [name of defendant]’s [unfair act/deceptive practice/false representation].

Notes

The Consumer Fraud statute states that damages can include the amount of his or her damages “or the consideration or the value of the consideration given by the consumer.”

This model damages instruction may have to be modified depending on the damages claimed. For example a plaintiff may claim the entire amount of consideration paid because the service or good was worthless to her.

The statute is not clear whether it allows consequential damages, but it is the understanding of the committee that the tort nature of this claim allows such damages but limits them by the rules of proximate cause applicable to tort cases. The committee has not drafted a special proximate cause instruction for consumer fraud cases, but recommends that the proximate cause instruction from the tort jury instructions be used.

Attorney’s fees are not included in these instructions because they are mandatory once a finding of consumer fraud is made. Bruntaeger v. Zeller, 147 Vt. 247 (1986).

 

1.4       Exemplary Damages/ Civil Penalty

In addition, if you find that [name of defendant] committed [an unfair act/deceptive practice/false representation], you may award damages to punish [name of defendant.] These damages to punish the defendant must not exceed three times the value that the plaintiff paid.

These damages for punishment are not intended to compensate [name of plaintiff] for losses, but instead are meant to punish [name of defendant] for [his/her/its] behavior and to stop others from acting similarly in the future.

Carelessness, or even recklessness, by [name of defendant] is not enough to permit an award of punitive damages.You are entitled to award these damages to punish [name of defendant] if you find that [name of defendant’s] actions were intentional and deliberate, causing the type of outrage that is frequently associated with crime. This can be shown by conduct showing personal ill will toward [name of plaintiff] or other evidence of a bad motive.

 


 

Medical Malpractice

1.1       Elements Of A Medical Malpractice Claim—Injury Alone Is Not Proof Of Medical Malpractice

In order to for you to decide this case in favor of [name of Plaintiff], [he or she] must prove all three of the following:

(1)        The degree of knowledge or skill possessed or the degree of care ordinarily exercised by a reasonably skillful, careful, or prudent health care professional engaged in a similar kind of practice under the same or similar circumstances; [1] and

(2)        That [name of Defendant] either lacked this degree of knowledge or skill or failed to exercise this degree of care; and

(3)        That [name of Defendant]’s lack of knowledge or skill, or [his\her] failure to exercise this degree of care, was a cause of [name of Plaintiff]’s injuries and those injuries would not have happened otherwise.

Sometimes medical treatment is not successful even though [the doctor] was not at fault. A person might even get worse under a [doctor’s] care, even though [the doctor] was not at fault. That is why it is not enough under Vermont law for [name of Plaintiff] to prove that [he or she] was injured. In order to be entitled to an award of compensation, [he or she] must prove that what [name of Defendant] did or did not do was negligent and that she was injured because of that negligence.

 

1.2       Elements Of A Medical Malpractice Claim.

In order to for you to decide this case in favor of [name of Plaintiff], [he or she] must prove all three of the following:

(1)        The degree of knowledge or skill possessed or the degree of care ordinarily exercised by a reasonably skillful, careful, or prudent health care professional engaged in a similar kind of practice under the same or similar circumstances;[2] and

(2)        That [name of Defendant] either lacked this degree of knowledge or skill or failed to exercise this degree of care; and

(3)        That [name of Defendant]’s lack of knowledge or skill, or [his\her] failure to exercise this degree of care, was a cause of [name of Plaintiff]’s injuries and those injuries would not have happened otherwise.

 

1.3       Statute of Limitations in Medical Malpractice (Generally)

In this case [name of Defendant] claims that [name of Plaintiff] did not start [his/her] lawsuit in time. We have a two year time limit in Vermont for bringing a lawsuit like this one.[3]

The question for you to decide is whether [name of Plaintiff] knew or should have known by [insert the last day that the claim could have been brought if the discovery rule does not apply][4] that [he/she] was injured and that [his/her] injury might have been [name of Defendant]’s fault.

[Name of Defendant] has the burden of proving [his/her/its] claim that [name of Plaintiff] did not start [his or her] lawsuit in time.

To prove this case was filed too late, [name of Defendant] must persuade you that , before the date in question, [name of Plaintiff] either knew or should have known each of the following facts:

First, that [he/she] had an injury;

Second, what caused the injury; and

Third, that the injury might be [name of Defendant]’s fault, that is, that [name of Defendant] might be sued for it.

When I say [name of Plaintiff] “knew or should have known” these facts, I mean that [he/she] actually knew them, or a person of ordinary intelligence in [his/her] position  would have discovered or known about them.

Notes

“(T)he purpose of a statute of limitations is to require the bringing of an action within a reasonable time and thus prevent fraudulent and stale claims from being brought at a time when witnesses have died or disappeared and documentary evidence has been lost or destroyed.” Thayer v. Herdt, 155 Vt. 448, 451 (1990).

“Statutes of limitations ... represent a pervasive legislative judgment that it is unjust to fail to put the adversary on notice to defend within a specified period of time and that “the right to be free of stale claims in time comes to prevail over the right to prosecute them.” Investment Properties, Inc. v. Lyttle, 169 Vt. 487, 492 (1999), (citing Railroad Telegraphers v. Railway Express Agency, 321 U.S. 342, 349, 64 S.Ct. 582, 88 L.Ed. 788 (1944)). “The time limits represent a balance, affording the opportunity to plaintiffs to develop and present a claim while protecting the legitimate interests of defendants in timely assertion of that claim.” Railroad Telegraphers, 321 U.S. at 249.

The discovery rule requires discovery that the particular Defendant might be at fault. The statute of limitations accrues for purposes of the statute of limitations at that point in time when it is possible to identify “the basic elements of a cause of action: an injury caused by the negligence or breach of duty of a particular defendant.” Earle v. State, 170 Vt. 183, 193 (1999); see also University of Vermont v. W.R. Grace, 152 Vt. 287 (1989)(emphasis supplied).

 

1.4       Errors Of Judgment

In this case, [name of Plaintiff] claims that [name of Defendant] was wrong when [he/she] chose to [describe procedure] in stead of [describe alternative(s).] [Name of Plaintiff] also claims that [name of Defendant] did the [describe procedure] without the skill required of a reasonable doctor under the circumstances. (I’ll get to that issue later, but first let me talk about the part of the claim based on [name of Defendant]’s choice to do one procedure instead of another.)[5]

When there is more than one appropriate action to take in treating a patient, liability depends on whether the doctor exercised reasonable judgment in choosing which action to take.

A doctor is liable if [he/she] fails to act with reasonable care and skill in exercising [his/her] judgment. A doctor is not liable if [he/she] does act with reasonable care and skill in exercising [his/her] judgment.

Notes

This instruction is based on the decision of the Oregon Supreme Court in Rogers v. Meridian Park Hospital, 772 P.2d 929 (Ore. 1989). The Rogers opinion was cited with approval by the Hawaii Supreme Court in Hirahara v. Tanaka, 959 P.2d 830 (Haw. 1998) after a discussion of the issue raised by the Vermont Supreme Court in Rooney v. Medical Center Hospital of Vermont, 162 Vt. 513 (1994).

In Rooney, the Vermont Supreme Court held that it was reversible error to instruct a jury in a medical malpractice case that a doctor is not liable for medical malpractice if the claimed error was a “mere error of judgment, provided she exercises reasonable judgment in bringing to bear the level of knowledge, skill and care” required by the medical malpractice statute. According to the Vermont Supreme Court, this was tantamount to instructing the jury that a doctor who did not live up to the applicable standard of care was not liable if she nevertheless used her best judgment and was reasonably careful in the exercise of whatever skill or knowledge she did posses, however limited. Id. at 520. The issue is better explained in terms of using reasonable judgment in choosing between possible courses of action, each of which met the standard of care, and executing the option chosen in accordance with the standard of care.

The standard of care is an objective standard. It is reversible error to permit the jury to consider the standard of care to be a subjective standard by giving an ambiguous instruction that suggests that a doctor is not liable for a mere error of judgment.

In a case where the jury must pass judgment on both the choice made and the degree of skill used by the doctor after the choice of procedures was made, the jury must be given more than this instruction. The jury must also be given an instruction about the standard of care in performing the procedure chosen among the competing alternatives.

 

1.5       Lack of Informed Consent

In this case, [name of plaintiff] claims [he/she] was harmed because [name of defendant] performed a [ type of treatment/procedure] without first giving [him/her] enough information about the risks of, benefits of and alternatives to the [treatment/procedure].

A [describe defendant’s profession/specialty] has to give [his/her/its] patient enough information about the treatment before it starts so that the patient can make an informed decision whether or not to have the treatment. If not, then [he/she/it] may be responsible for harm to the patient even though the medical treatment itself was done properly.

To prevail on this claim, [name of Plaintiff] must prove all three of the following:

(1)        [Name of defendant] failed to tell [name of plaintiff] enough about the risks of, benefits of and alternatives to the [treatment/ procedure], and

(2)        If [name of plaintiff], had known about these risks, benefits and alternatives, [he/she] probably would not have agreed to have the [treatment/procedure], and

(3)        The [treatment/procedure] caused [name of plaintiff]’s harm.

If Plaintiff has proved all of these, then your verdict must be in [his/her] favor. If not, then your verdict must be for [name of Defendant.]. 

 

[Alternative to preceding paragraph if justification is an issue] If you decide that [name of Plaintiff] has proved all of these, then you must also decide whether [name of defendant] was excused from providing the information to [name of plaintiff.] [Insert or read to the jury the instruction on JUSTIFICATION FOR LACK OF INFORMED CONSENT.] If [name of Defendant] was not required to give the information, your verdict must be in [his/her] favor. Otherwise, your verdict must be for [name of Plaintiff.]

 

1.6       Justification for Lack of Informed Consent

[Optional introductory paragraph: If you decide that [name of defendant] did not tell [name of plaintiff] enough about the [describe the treatment or procedure] you have to decide whether or not [name of defendant] was required to give the information before starting the [describe the treatment or procedure.]]

In Vermont a [describe defendant’s practice or specialty] does not have to give a patient . . . [use any of the following information as appropriate in the lawsuit:]

[1 . . . about the risks that are widely known and not substantial; or

[2 . . . if [name of plaintiff] said beforehand that [he/she] wanted the [describe treatment/procedure] regardless of the dangers involved; or]

[3 . . . if [name of plaintiff] told [name of defendant] that [he/she] did not want to be told about the risks of the [treatment/procedure]; or about other options; or]

[4 . . . if, under the circumstances, it was not possible for [name of defendant] to get the necessary consent before performing the [treatment/procedure]; or

[5 . . . if a person in [name of Plaintiff]’s position would have had the [describe the treatment or procedure] even if [name of Defendant] had explained all of the risks beforehand.]


 

 

Negligence Per Se

A person who breaks the law is negligent unless there is a valid excuse. In this case, the law which applies is [specific statutory provision.] 

You must first decide whether one of the parties disobeyed this law.  If so, you must decide whether that person had a valid excuse. The excuses which you may consider are [as appropriate:]

[A. a health condition which made it impossible to follow the law;

[B. lack of any opportunity to know of the violation;

[C. impossibility of obeying the law despite every possible effort;

[D. an emergency;

[E. a greater hazard if [the person] obeyed the law than if not.

If you decide that a party disobeyed the law and did not have a valid excuse, you should find that [ ] was negligent. 

Note

This charge follows the Restatement (Second) of Torts, §§ 288 A–C (1965). It abandons the "bursting bubble" presumption in favor of a negligence per se standard in which the violation establishes breach of a duty of care unless an excuse is present. See Martin v. Herzog, 126 N.E. 814, 814-15 (N.Y. 1920) (Cardozo, J.)

We think the unexcused omission of the statutory signals is more than some evidence of negligence. It is negligence in itself. Lights are intended for the guidance and protection of other travelers on the highway. By the very terms of the hypothesis, to omit, willfully or heedlessly, the safeguards prescribed by law for the benefit of another that he may be preserved in life or limb, is to fall short of the standard of diligence to which those who live in organized society are under a duty to conform. That, we think, is now the established rule in this state.

(citation omitted)).

The proposed charge also uses the term "negligence" in place of the more precisely accurate term "breach of duty of care." The statutory violation establishes only a breach of a duty and requires proof of proximate cause as well. The committee believed that using the term "negligence" in this context was more likely to be understood by the jury than "breach of duty."


 

Comparative Negligence

[Name of Defendants] assert that [name of Plaintiff] Needham was also negligent in her actions.  With regard to this claim, the defendants have the burden of proving its contention.

As any person, [name of Plaintiff] had a duty to exercise reasonable care for [his/her] own safety.  Reasonable care is not the greatest possible care, such as might be employed by an unusually cautious person.  Rather, it is ordinary care, given all the circumstances existing at the time and place of the accident.  Here, the conduct of [name of Plaintiff] must be measured against that of a reasonable [Insert relevant descriptor, e.g., ten year old child, driver, adult, plumber, etc.].

If you conclude that [name of Plaintiff] was negligent, you must then go on to consider whether any such negligence proximately caused any harm she subsequently suffered.  [Insert reference to proximate cause instruction].

If you find that [name of Plaintiff] was negligent, and that such negligence proximately caused harm, then you must go on to compare any negligence attributed to her with any negligence you have attributed to the defendants.  To do so, you must assign a percentage to the causal negligence plaintiff on the one hand and defendants on the other.  The percentages you assign must add up to 100 percent.  Let me suggest two hypothetical examples:

 

Plaintiff                         15%                 60%

Defendant                                  85%                 40%               

Total negligence                         100%             100%

Of course, these examples are only for illustrative purposes.

 

If you conclude that the defendant or plaintiffs were causally negligent, and that any negligence attributed to [name of Plaintiff] is 50% or less, then you should go on to consider damages, but you will reduce any damage award by the percentage of negligence you have attributed to [name of Plaintiff].  If you should find, however, that [name of Plaintiff] was more than 50% negligent, then you should return a verdict for defendants, and you should not go on to consider damages.

The acts or omissions of [name of Plaintiff] may be relevant, but do not constitute comparative negligence to be considered under this section.  They may be considered with regard to causation—whether any failure to warn by defendants actually caused this accident.

 

Premises Liability

1.1       Definition of “business invitee,” “licensee,” and “trespasser.

 

A “business invitee” is someone who entered or remained on a person’s property for a business purpose.

A “licensee” is someone who came onto or remained on someone’s property for his own reasons and for no benefit to the owner of the property. A “trespasser” is someone who came onto or remained on someone’s property without permission or without a legal reason to be there.

Notes

The definition of “business invitee” comes from Ball v. Melsur Corporation, 161 Vt. 35 (1993).

The definition of “licensee” comes from Cameron v. Abaitell, 127 Vt. 111 (1968). In that opinion, Justice Keyser noted that the trend in case law was to broaden the class of invitees to include more that kind of person that had previously been thought of as licensees.

The definition of “trespasser” is from the Restatement (Second) of Torts § 329 (1965) and cited most recently in Baisley v. Mississquoi Cemetery Association, 167 Vt. 473 (1998).

There are few cases in which the issue of the Plaintiff’s status as a licensee, invitee or trespasser was submitted to the jury. This question is usually decided as a matter of law by the judge. The intent of this instruction is to provide suggested wording should an instruction be needed on the issue of a Plaintiff’s status on the property of another, not to suggest that it be given in every case.

 

1.2       Duty of Care owed by Landowner to Trespasser

If the Plaintiff was a trespasser, the Defendant’s only duty was avoid willful or wanton misconduct that might cause harm to Plaintiff. “Willful and wanton conduct” refers to intentional conduct that the Defendant knows, or should have known, has a tendency to injure someone.

On the other hand, a trespasser is not an outlaw. The owner of property may become liable to a trespasser by an act done in his presence if it is clear that the owner should have foreseen danger to the trespasser. Also, if the trespasser’s presence was known or should reasonably have been anticipated, the landowner has a duty to act with reasonable care towards the trespasser.

Notes

See Baisley v. Missisquoi Cemetery Association, 167 Vt. 473 (1998) and cases cited in that opinion. The terms "willful" and "wanton" are defined as intentional conduct, which is or ought to be known to have a tendency to injure. Behr v. Hook, 173 Vt. 122 (2001).

The second sentence comes from Lavallee v. Pratt, 122 Vt. 90 (1960).

Vermont has not adopted the doctrine of attractive nuisance, so the absence of duty applies to both adult and child trespassers. Baisley v. Missisquoi Cemetery Association, 167 Vt. 473, 477 (1998); Trudo v. Lazarus, 116 Vt. 221, 223 (1950).

The term “trespasser” is defined in the first premises liability instruction.

 

1.3       Duty of Care owed by Landowner to Licensee

If the Plaintiff was a licensee at the time [he or she] was injured, then the Defendant is liable if the Plaintiff was injured because

[of a hidden danger on the premises that the Defendant did not remove, repair or warn the Plaintiff about.] Or, alternative wording if appropriate: [the Defendant affirmatively acted to cause harm to the Plaintiff.]

 

Notes

For the source of this instruction, see Cameron v. Abaitell, 127 Vt. 111 (1968). See also Lomberg v. Renner, 121 Vt. 311 (1959) (guest can recover where his injury is the result of active and affirmative negligence of the host while the guest was known to be on the premises or if there is such a hidden defect on the property that it amounts to a trap or pitfall, and which the host has not removed, or warned the guest about).

The concept of "affirmative" or "active" negligence has been superceded in modern practice, except, perhaps in cases in which the Plaintiff seeks punitive damages.

The term “licensee” is defined in the first premises liability instruction.

 

1.4       Business Owner’s Duty to Public/Business Invitees

The Defendant[6] owes a duty to the public to see that the [Judge describes the parts of the premises ordinarily used by invitees at issue in this case[7]] are kept in a reasonably safe condition. Therefore, the Defendant is responsible for injuries that are caused by conditions that the Defendant actually knew existed, unless the dangers were obvious.  The Defendant is also responsible for injuries caused by a condition that existed long enough so that the Defendant should have known about it and should have known that it could be unreasonably dangerous.[8]

Notes

Generally Forcier v. Grand Union, 390 Vt. 389 (1970) (citing Dooley v. Economy Stores, Inc., 109 Vt. 138 (1937)). Note that this formulation of the premises-owner’s liability differs somewhat from the Restatement (Second) of Torts § 343, which focuses on not only the dangerous condition, but also on the duty on the part of the invitee to discover the danger and protect himself or herself against it. That section states that the person in possession of land is liable for injuries caused by a condition on the premises “if, and only if, he (a) knows or by the exercise of reasonable care would discover the condition, and should realize that it involves an unreasonable risk of harm to such invitees, and (b) should expect that they will not discover or realize the danger, or will fail to protect themselves against it, and (c) fails to exercise reasonable care to protect them against the danger.” The Plaintiff’s duty, as recognized in the Vermont cases, is addressed in a later instruction.

The first sentence of the instruction is supported in concept by a number of Vermont cases, beginning with Wool v. Larner, 112 Vt. 138 (1942) and Wakefield v. Levin, 118 Vt. 392 (1955). The duty of a storeowner is described as a duty to “use reasonable care to keep the premises in a safe and suitable condition so that (the Plaintiff) would not be unnecessarily or unreasonably exposed to danger.”

 

1.5       Business Owner’s Duty to Inspect for Dangerous Conditions

The Defendant[9] must take reasonable care to know the condition of the [judge describes the part of the premises where the accident occurred.[10]] Also, if the Defendant discovers a dangerous condition, the Defendant must either take reasonable steps to make it safe or must sufficiently warn about it for a reasonable length of time until it can be fixed.

Notes

Forcier v. Grand Union, 390 Vt. 389 (1970) (opening premises to public carries with it some measure of assurance of safety, which the owner make good, by active care, if necessary); see also Smith v. Monmaney & Spano, 127 Vt. 585 (1969) (duty extends to danger incident to accumulations of snow and ice).

 

1.6       Business Invitee’s Duty to Observe Dangerous Activities and Conditions if they are Obvious

The Defendant[11] is not liable to the Plaintiff if [he or she] was injured by something dangerous on the premises that [he or she] knew about or that would have been obvious to a reasonable person in [his or her] situation.

Notes

See Wall v. A. N. Deringer, 119 Vt. 36 (1955) in which the Plaintiff fell at a change in floor elevation in Defendant’s place of business. The Plaintiff testified that she had noticed the change in elevation as she had walked across the change in elevation a few moments before the accident, but forgot about it when she walked back over the same area. The trial judge (Shangraw) set aside a Plaintiff’s verdict and the Supreme Court affirmed, stating “the owner of premises is not liable to one who goes thereon as an invitee for injuries resulting from a danger that was obvious to the latter or should have been observed in the exercise of ordinary care.” See also Morgan v. Renenhan-Akers Co., 126 Vt. 494 (1967)(hole in platform scale used for weighing trucks); Dooley v. Economy Stores, Inc., 109 Vt. 138 (1937)(lack of handrail for steps in store); The Restatement (Second) of Torts § 343A (1), “A possessor of land is not liable to his invitees for physical harm caused to them by any activity or condition on the land whose danger is known or obvious to them, unless the possessor should anticipate the harm despite such knowledge or obviousness.”

One problem with finding support for this instruction in Vermont is that for much of the 20th century, any negligence by a Plaintiff resulted in judgment for the Defendant. There were few opportunities for the Supreme Court to discuss a Plaintiff’s duty in a premises liability case.

 

1.7       Business Owner’s Duty: Where Place of Injury Is in a Business Using Self-Service Marketing that Creates a Foreseeable Hazard as Customers Handle Merchandise

The place where [name of Plaintiff] was injured in [name of Defendant store] was a place that displayed [describe merchandise] for the customers to handle themselves and select what they wanted to buy. When a store owner uses this kind of self-service marketing, the store must take reasonable steps to protect the customers from danger that might be expected from this method of doing business.

If the Plaintiff persuades you that [he or she] was injured because of a danger created by the self-service marketing of [describe the goods,] then the store is liable unless the store used reasonable measures to discover and remove from the floor debris that may have been knocked to the floor [or insert other description of the kind of care that the Defendant might have adopted to protect customers from foreseeable dangers under the circumstances presented in the litigation.]

Notes

This instruction should be given in those cases where the premises owner displays goods for sale in a self-service format—such as in the produce section of a supermarket.

The instruction modifies the instruction about the premises owner’s duty to inspect the premises and either to warn of dangers or take action to make the dangerous condition safe.

1.8       Business Owner’s Duty to Inspect for Dangerous Conditions

The Defendant must take reasonable care to know the condition of the [judge describes the part of the premises where the accident occurred.] Also, if the Defendant discovers a dangerous condition, the Defendant must either take reasonable steps to make it safe or must sufficiently warn about it for a reasonable length of time until it can be fixed.

Notes

The instruction modifies the Plaintiff’s burden of proof in cases arising from hazards created by self-service marketing that creates a foreseeable risk of danger to customers.

The instruction comes from Maleney v. Hannaford Bros. Co., 2004 VT 76. The opinion affirms the principle that the Plaintiff has the burden of making out a prima facie case of negligence in a premises liability action arising from a danger created by the practice of displaying and selling goods through self-service operations that create a foreseeable risk of danger to customers from spilled merchandise, such as in the produce section of a supermarket.

In ordinary premises liability cases, the Plaintiff’s burden of proof includes the burden of coming forward with evidence from which the jury could find that the store employees either knew of the specific dangerous condition that caused the Plaintiff’s injury, or that the condition existed for such a period of time that the store employees should have known about it. In cases arising from dangerous conditions created by self-service marketing, however, the Plaintiff is relieved of this burden and, in fact, after the Plaintiff otherwise makes out a prima facie case, the burden shifts to the Defendant to prove that it took reasonable steps to prevent the foreseeable risk of harm posed by the self-service display.

The opinion reiterates that the Plaintiff always bears the ultimate burden of proof that the Defendant was negligent in failing to respond adequately to a foreseeable hazard. The opinion also cautions that it is for the trial court, in considering a Motion for Directed Verdict, to determine if the Defendant has met its burden of producing evidence, as opposed to its burden of proof, which remains a jury question. The jury is not to be instructed about a shifting burden of proof.


Products Liability

 

1          Injuries and property damage caused by a defective product

1.1       Liability for Manufacture of a Defective Product

A [“manufacturer,” “distributor,” or a “seller,” as the case may be] of a product such as [identify product] is liable for harm to a person or property if the product was defective and if the defective product caused the harm [and if it reaches a user without undergoing substantial change].

Notes

Paquette v. Deere & Co., 168 Vt. 268 (1998); Webb v. Navistar Int'l Transp. Corp., 166 Vt. 119 (1996); Zaleski v. Joyce, 133 Vt. 150 (1975); see also Restatement (Second) of Torts § 402A(1) (1965) (one who sells any product in defective condition unreasonably dangerous to user or user's property is “subject to liability for physical harm thereby caused to the ultimate user ... or to his property.”)

Note that the Restatement (Third) of Torts–Product Liability § 1 (1998)(“One who is engaged in the business of selling or otherwise distributing products who sells or distributes a defective product is subject to liability for harm to person or property caused by the defect”) makes no mention whether or not the “harm” must be “physical” in order to be actionable.

The last portion of this instruction addresses the requirement that the product reach the user without substantial change. This is to be added to the instructions if the evidence requires discussion of this affirmative defense.

 

1.2       Defect in Existence at the Time of Sale

A product is defective when, at the time it is [“sold,” “delivered” or “distributed” as the case may be] it [“has a manufacturing defect” “has a design defect” “doesn’t have adequate warnings/instruction” as the case may be].

Notes

This instruction comes from § 2 of the Restatement (Third) of Torts–Product Liability § 1 (1998).

 

1.3       Defective Product Defined

A defective product is one that is more dangerous than an ordinary consumer, with the ordinary knowledge common in the community about the characteristics of such a product, would expect.

Notes

This definition of product defect comes from Webb v. Navistar Intern. Transp. Corp., 166 Vt. 119, 127 (1996), which relied on the Restatement (Second) of Torts § 402A cmt. i.

This formulation of product defect does not reflect the categories of product defects recognized in the Restatement (Third) of Torts–Product Liability § 1 (1998) at § 2. The third Restatement appears to impose strict liability in the case of manufacturing defects, while conditioning liability on foreseeability in the case of design defects and cases involving inadequate instructions or warnings.

 

2.         Duty to Warn

2.1       Manufacturer/Seller Duty to Warn

[Name of Defendant] has a duty to warn of known dangers regarding [name of product] if the product is more dangerous that an ordinary person would expect. An “ordinary person” is a person with the ordinary and common knowledge of the community about the product's characteristics. In order to prove [“his” or “her”] claim, the plaintiff must show that the manufacturer had a duty to warn, that the failure to warn made the product unreasonably dangerous and therefore defective, and that the lack of a warning was a substantial cause of the injury.

Notes

Town of Bridport v. Sterling Clark Lurton Corp., 166 Vt. 304 (Vt. 1997); Ostrowski v. Hydra-Tool Corp., 144 Vt. 305, 308, 479 A.2d 126, 127 (1984); Menard v. Newhall, 135 Vt. 53, 55, 373 A.2d 505, 507 (1977)); see also McCullock v. H.B. Fuller Co., 61 F.3d 1038, 1044–45 (2d Cir.1995) (outlining plaintiff's burden in failure to warn case under Vermont law); Restatement (Second) of Torts § 388 (1965).

Arguably this instruction, which obligates the Defendant to warn of “known dangers,” imposes a higher degree of liability on a Defendant than is contemplated by the Restatement (Third) of Torts—Product Liability § 1 (1998). The Third Restatement imposes an obligation to warn of “foreseeable risks of harm,” where the lack of warnings makes the product “not reasonably safe.”

 

2.2       Manufacturer/Seller Duty to Warn about Obvious or Generally Known Dangers

[Describe product] is not “unreasonably dangerous” if the danger of its [“use” or “misuse,” as the case may be] was open and obvious or was understood by [name of Plaintiff] without a warning by the Defendant.

Notes

Farnham v. Bombardier, Inc., 161 Vt. 619 (1994)

The facts of this case are more like those in Menard v. Newhall, 135 Vt. 53, 56 (1977) where a seven‑year‑old boy was blinded in a BB‑gun fight. We held that the gun was not unreasonably dangerous because the fact ‘that a BB gun, if fired at a person, could injure an eye, is nothing that even a seven‑year‑old child does not already know.’ Here, as in Menard, the consequences were terrible. But the dangers of racing snowmobiles five abreast on a narrow strip of land at high speeds are manifestly within the common knowledge of the ordinary consumer. There is no evidence that the snowmobile was unreasonably dangerous under these circumstances even if it behaved as plaintiff alleges. See Elliott v. Brunswick Corp., 903 F.2d 1505, 1507 (11th Cir.1990) (where plaintiff injured when she jumped into water next to pleasure boat, boat’s unguarded propeller not dangerous beyond expectation of ordinary consumer because ‘consumer clearly understands that a revolving propeller involves danger’ . . . .

See also Hylton v. John Deere Co., 802 F.2d 1011, 1015 (8th Cir.1986) (where danger of climbing into bin of combine was open and obvious, design of combine not dangerous beyond contemplation of ordinary consumer); Restatement, supra, § 402A comment i.

The concept that there is no liability for failing to warn of obvious or generally known dangers is retained in the Restatement (Third) of Torts–Product Liability § 1 (1998). See Comment j. Warning about a commonly understood danger does not provide an additional measure of safety and may actually have deleterious consequences. Id.

There are special considerations that apply to the use of products by sophisticated Purchasers. The duty to warn does not necessarily apply when the manufacturer supplies a product to a “sophisticated purchaser.” A sophisticated purchaser is one who the manufacturer knows or reasonably believes is aware of the risk of danger. There is no duty to warn the purchaser or its employees about the risks of harm unless the Defendant knows or has reason to believe that the required warning will fail to reach the eventual users of the product. See, Restatement (Second) of Torts § 388 (1965 and App.).

 

2.3       Inherently Dangerous Products

The Defendant’s duty depends on the dangers posed by the product. [Name of Defendant] owes a duty that is directly related to how dangerous the product is. That is to say, the more dangerous the product, the more care the defendant must use.

Notes

Lewis v. Vermont Gas Corp., 121 Vt. 168, 182 (1959).

 

2.4       Foreseeable Misuse of Product

Normal use of product includes all reasonably foreseeable uses, including foreseeable misuse.

Notes

While not specifically adopted by the Vermont Supreme Court, this instruction appears to have been accepted by the Vermont Supreme Court. See Farnham v. Bombardier, Inc., 161 Vt. 619, 620 (1994) (citing Vickers v. Chiles Drilling Co., 822 F.2d 535, 538 (5th Cir.1987)).

The concept is retained in § 2 of the Restatement (Third) of Torts–Product Liability § 1 (1998) at comment m. Defendants are not required to foresee and take precautions against every conceivable mode of use, misuse or abuse to which their products might be put. On the other hand, once a Plaintiff establishes that the product was put to a reasonably foreseeable use and that risks of injury are “generally known to experts in the field,” then it is not unfair to charge a manufacturer with knowledge of such generally known or knowable risks.

 

1.8       Scope of Duty to Warn

A manufacturer’s duty to warn extends not only to purchasers, but also to foreseeable end users [such as “purchaser’s employees” or “bystanders” or “purchasers family members,” etc., as the case may be].

Notes

Ostrowski v. Hydra-Tool Corporation, 144 Vt. 305, 309 (1984); O'Brien v. Comstock Foods, Inc., 125 Vt. 158, 160 (1965).

 

3          Cases based on the design of a product

                        3.1       General Instruction

A manufacturer must use reasonable care, skill, and effort when it designs its product. A manufacturer must reasonably think about the (“way,” “place,” etc. as the case may be) in which the product is normally used. The manufacturer must design the product to minimize those risks that can be foreseen from using the product, but the manufacturer is not required to design a product that is foolproof or incapable of producing injury.

To decide whether [name of Plaintiff] has proved that [name of Defendant] failed to act reasonably in designing [identify product], you may consider [instruct on as many or as few as is justified by the evidence]:

·        the purpose of the product;

·        its usefulness and desirability;

·        the likelihood of injury from its ordinary use;

·        the nature and severity of likely injury;

·        the obviousness of danger in the ordinary use of the product;

·        the ability to eliminate the danger without making the product less useful, or creating other risks to the user;

·        the availability of a feasible alternative design;

·        the cost of any alternative design; and

·        the likelihood of consumer acceptance of a product with an alternative design.

You can decide which factors apply and the importance of each.

Notes

The source of this instruction is the Restatement (Second) of Torts §§ 395, 398 (1965 & App.). Although a factor may be listed above, it does not necessarily mean that it should be used in every charge on negligent design. Each of the factors should be considered for instructions on a case by case basis in accordance with the evidence presented at trial.

 

4          Notes about Product Liability Cases Based on Negligence and Allegations of Breach of Warranty

While lawyers representing plaintiffs in product liability cases in Vermont often plead a cause of action based on strict liability, negligence and breach of warranty, it is probably simplest for the jury in lawsuits brought to recovery damages for property damage or personal injury to instruct the jury on the law of strict liability in tort. To quote the Vermont Supreme Court in Webb v. Navistar Intern. Transp. Corp., 166 Vt. 119, 125–26 (1996),

The doctrine of strict products liability was first developed by the California Supreme Court in Greenman v. Yuba Power Products, Inc., 59 Cal.2d 57, 27 Cal.Rptr. 697, 377 P.2d 897, 901 (1963), and then set forth in the Restatement (Second) of Torts ' 402A (1965). This doctrine was created in response to the limitations of traditional negligence and warranty actions for injuries caused by defective consumer goods.  Butaud v. Suburban Marine & Sporting Goods, Inc., 555 P.2d 42, 44 (Alaska 1976). In negligence actions, plaintiffs were unable to isolate the negligence of the manufacturer as manufacturing processes became more complex.  Id. In actions based on warranty theories, plaintiffs confronted defenses of disclaimer, notice of breach and lack of privity, also problematic in complex distribution systems.  Id.; see also O'Brien v. Comstock Foods, Inc., 125 Vt. 158, 162, 212 A.2d 69, 72 (1965) (abolishing privity requirement to prove liability of food producer). Strict products liability removed the difficulties plaintiffs faced in proving warranty or negligence claims against mass producers and distributors by imposing liability upon them without regard to fault or privity of contract. See W. Keeton, et al., Prosser and Keeton on the Law of Torts ' 98, at 692 (5th ed.1984). The purpose of this judicially created doctrine is to lessen the burden of proof for plaintiffs injured by defective products.  Daly v. General Motors Corp., 20 Cal.3d 725, 144 Cal.Rptr. 380, 386, 575 P.2d 1162, 1168 (1978); see also Zaleskie v. Joyce, 133 Vt. 150, 154‑55, 333 A.2d 110, 113 (1975) (one reason to adopt strict products liability is to respond to problems of availability of proof).

 

Negligence and breach of warranty jury instructions are addressed separately in another section.


 

Unlicensed Cutting of Timber Cutting  13 V.S.A. § 3606

 

1.1       Description of Claims

[Name of Plaintiff] claims that trees on her land were cut by loggers, that she lost the value of the trees as a result and that she had to make repairs to the land after the logging operations.

[Name of Defendant logger] denies that he was at fault for logging in the wrong place [or, if applicable, “claims that he had a right to cut the timber where and when he did.”]

Alternatively, [Name of Defendant logger] admits that he cut trees on [name of Plaintiff’s] land, but he disputes the damage claims and raise a claim of his own – that any cutting on her land was done by mistake. [Name of Defendant logger] claims that any cutting on the [name of Plaintiff’s] land was because [name of Defendant surveyor/forester] was negligent in giving him directions as to where to cut timber, and that [name of Defendant surveyor/forester] should have to pay him for any damages you find might have been caused to [name of Plaintiff] because the trees were cut.

 

1.2       Wrongful Cutting of Timber

A person who cuts trees or wood belonging to another, is liable for three times the damages caused.[12] This part of the instructions applies only to the person who cut the trees, not to the landowner who contracted with person who cut the trees.

[For cases arising from the commercial harvesting of timber:] The “value of whatever was cut” is the “stumpage” or the amount a logger would pay for the opportunity to harvest the trees. It does not include the cost of cutting, limbing, skidding and transporting each log to the mill. If some or all of the wood was cordwood, firewood or pulpwood, that value is measured before cutting, not after it has been cut up, split and trucked into town.

 

[For cases arising from the cutting of trees with ornamental or decorative value, alternate 1:] The “value of whatever was cut” is measured by the fair market value of the property before the tree(s) were cut compared to the fair market value of the property after the tree(s)s were cut.

 

[For cases arising from the cutting of trees with ornamental or decorative value, alternate 2:] The “value of whatever was cut” is measured by the cost to replace the tree(s).

 

In addition to the value of wood, damages also include the cost of fixing up the land after the job, such as preventing erosion or cleaning up the landing or roads or brush.

Notes

There are three kinds of damages from the wrongful cutting of trees. The judge has to decide in each case which of the three are appropriate.

The damages that are trebled include the value of the trees cut and associated costs such are the clean up of tops, limbs, slash, damage to the land caused by machinery, erosion, etc.

The statute that provides for treble damages for wrongful cutting of trees is 13 V.S.A. §3606. The basis of liability under this statute is the tort of trespass. Thus a Defendant might be found liable no matter what degree of care he or she used to avoid cutting timber that belonged to another. There is simply no requirement that a Defendant be proved negligent as a predicate to recovery. Masters v. Stone, 134 Vt. 529, 367 A.2d 686 (1976).

The statue has antecedents in Vermont that go back to 1787. It is said of the statute’s predecessors, that these statutes gave no independent right of action, but established a measure of damages for what was, and still is, actionable at common law. Hathaway v. Goslant, 77 Vt. 199, 59 A. 835 (1905); Davenport v. Newton, 71 Vt. 11, 42 A. 1087 (1898); Montgomery v. Edwards, 45 Vt. 75 (1872).

Plaintiff is only required to prove that defendant cut timber on his land without leave, and on such showing he is entitled to recover treble damages. Davis v. Cotey, 70 Vt. 120 (1897).

The trial court was entitled to rely on the property owner's testimony as to the replacement value of the two shade trees plaintiffs cut down in calculating damages. Pion v. Bean, 2003 VT 79.

As a general rule where suit is brought to recover damages for injury to realty caused by cutting of trees and recovery of value of the trees as items of personal property separate and apart from land itself would not give plaintiff his full damage; the true measure of damage is difference between value of land before injury and its value immediately thereafter. O'Brien v. Dewey, 120 Vt. 340, 143 A.2d 130 (1958).

Difference in the value of the land, before and after the trespass, is not the exclusive measure of damage under this section. It is proper to measure damages under this section by reference to value of the cut timber as marketable logs, together with the cost of removing tops and limbs. Lavalette v. Noyes, 124 Vt. 353, 205 A.2d 413 (1964).

 

2.1       Factors that Mitigate Damages—Burden of Proof

[Name of defendant logger,] however, can reduce the three-times-multiplier to only the actual damages, by showing that his wrongful cutting was the result of a good faith mistake.

To gain the benefit of this reduction by mistake, a logger must persuade you that he acted through a mistake which was not the result of his own lack of care or misconduct. That means a mistake that any reasonably careful logger would make under similar circumstances, or that he had good reason to believe he was authorized to cut, even though it turns out he was not.

Notes

Burden was on defendant to establish defense that he cut timber through mistake or had good reason to believe that he had right to cut it. Parker v. Cone, 104 Vt. 421, 160 A. 246 (9132).

 

2.2       Indemnity Claim against Surveyor/Forester/Neighbor

[Name of Defendant logger] claims that his logging in the wrong place was solely the fault of [name of Defendant surveyor/forester/neighbor who contracted, as the case may be.] If you find that [name of Defendant logger] exercised reasonable care to determine the boundaries of the land within which he was authorized to cut, but even though he was careful, he cut on [name of Plaintiff’s] land solely because of [bad directions, bad marking of boundaries, bad survey—as the case may be] of [name of Defendant surveyor/forester,] then [name of Defendant logger] is entitled to have [name of Defendant surveyor/forester] pay all of the damages that you find [name of Plaintiff] is entitled to by the cutting of trees from her property. But if [name of Defendant logger] was careless in any respect about ascertaining the boundaries within which he was supposed to cut, or even a little at fault for cutting on the wrong property, then [name of Defendant logger] is not entitled to have [name of Defendant surveyor/forester] pay the amount that you award.

 

2.3       Trespass

If [name of Defendant] caused the loggers to cut trees on [name of Plaintiff’s] property by giving [wrong directions, bad marking of boundaries, bad survey – as the case may be], then [name of Defendant] is liable for the harm that was caused by the cutting of the trees. This is so even if he or she did not intend to mislead or did not intend to cause cutting of trees from [name of Plaintiff’s] land.

To find [name of Defendant] responsible, however, you must be persuaded that [he or she] gave incorrect directions, which caused the loggers to cut on [name of Plaintiff’s] property. If [name of Defendant] gave no directions at all, or provided a map which was misinterpreted by a logger, that is not sufficient to make [him or her] responsible for trespass.

Notes

This instruction is based on the Restatement (Second) of Torts §157, which describes vicarious liability for the tort of trespass. Comment j addresses the liability of a person who causes a person to trespass on the land of another:

j.          Causing entry of a third parson. If, by any act of his, the actor intentionally causes a third person to enter land, he is as fully liable as though he himself enters. Thus, if the actor has commanded or requested a third person to enter land in the possession of another, the actor is responsible for the third person’s entry if it be a trespass. This is an application of the general principle that one who intentionally causes another to do an act is under the same liability as though he himself does the act in question.

 



[1] If the issue has not been raised during the trial, add the following language: “regardless whether or not the (“doctor” or other description of the Defendant) is practicing in the State of Vermont.

[2] If the issue of a local standard of care has not been raised during the trial, add the following language: “regardless whether or not the (“doctor” or other description of the Defendant) is practicing in the State of Vermont.

[3] If it is deemed necessary, the Judge might also tell the jury that, “The reason for the time limit is to keep old lawsuits from being brought at a time when witnesses have died or disappeared and documentary evidence has been lost or destroyed.”

[4] The date will be the day after the last day that the civil action could have been commenced.

[5] The part in parentheses might not be used in every case.

[6] By this point in the case, presumably the Judge has decided as a matter of law that the Defendant is a person in possession of the premises, that the premises were open to the public and that the place on which the accident occurred was a part of the premises open to the public. If these are facts in dispute that will be submitted to the jury, then the jury should be instructed using a version of the first premises liability instruction about the need to determine the status of the plaintiff.

[7] For example, “the produce aisle of the grocery store” or “the entrance to the apartment.”

[8] A Defendant might have reason to know that a condition poses an unreasonable risk of injury to a Plaintiff for a number of reasons, including the length of time the condition existed, other accidents caused by the same or similar conditions, the fact that the condition violates an applicable standard or code, or the likelihood of injury.

[9] By this point in the case, presumably the Judge has decided as a matter of law that the Defendant is a person in possession of the premises, that the premises were open to the public and that the place on which the accident occurred was a part of the premises open to the public. If these are facts in dispute that will be submitted to the jury, then the jury should be appropriately instructed on the law to be applied to such a dispute. These matters are not addressed in this instruction.

[10] For example, “the entrance to the building,” “the sidewalk in front of the store,” “the produce aisle in the grocery store,” etc.

[11] By this point in the case, presumably the Judge has decided as a matter of law that the Defendant is a person in possession of the premises, that the premises were open to the public and that the place on which the accident occurred was a part of the premises open to the public. If these are facts in dispute that will be submitted to the jury, then the jury should be appropriately instructed on the law to be applied to such a dispute. These matters are not addressed in this instruction.

[12] Damages are described in a later instruction.