WOODALL, Justice.
Black Warrior Electric Membership Corporation ("Black Warrior") appeals from a judgment entered on a jury verdict for Ronald McCarter in McCarter's action seeking compensation for injuries he sustained when he contacted a power line owned and operated by Black Warrior. We reverse and remand.
This case arose out of an accident that occurred September 14, 2006, on State Highway 14 ("the highway") approximately one mile south of the intersection of the highway and State Highway 60 near Sawyerville ("the intersection"). The highway runs north and south at the accident site, but makes a 90-degree turn at the intersection and then runs east and west. Alabama Power Company owns and operates the electrical-transmission lines running along the highway west of the intersection to a bridge across the Black Warrior River ("the west leg"), while the power lines running along the highway south of the intersection toward Sawyerville ("the
On the day of the accident, McCarter was a member of a crew employed by APAC Southeast, Inc. ("the crew"), to replace asphalt on the highway. For the preceding two or three weeks, the crew had been engaged in paving the west leg. On September 14, 2006, at approximately 7:00 a.m., the crew began paving the south leg, beginning at the intersection. McCarter was operating a "Roadtec SB-2500B Material Transfer Vehicle," which throughout this litigation has been referred to as a "shuttle buggy." In its operating position, the shuttle buggy travels between, and in tandem with, a dump truck loaded with hot asphalt and an asphalt spreader. The operator drives the shuttle buggy from a seating compartment located near the rear of the machine.
At approximately 2:00 p.m., the crew arrived at a point on the highway where Black Warrior had installed a "service tap" across the highway to provide electrical service for a residence on the east side of the highway. The service tap consisted of two lines. The lower of the two was a "neutral" line, which carries no electricity. Positioned a few feet above the neutral line was a "primary" line, which carried 7,600 volts of electricity. The height of the lines above the roadway is subject to the specifications of the National Electric Safety Code ("the NESC"). The specifications required 15'6" of clearance for the neutral line and 18'6" of clearance for the primary line. The shuttle buggy measures 14'8" at its highest point.
As the shuttle buggy began to pass under the power lines, McCarter attempted to raise one of the lines using an 8' metal pole. In the process of lifting the line, he was electrocuted and received serious injuries to his arm and hand.
McCarter sued Black Warrior, alleging, in pertinent part, that Black Warrior negligently installed and maintained the power line by which he was injured. The case was tried to a jury on the theory that Black Warrior had maintained its lines at a height below that required by the NESC. More specifically, during opening statements to the jury, McCarter's counsel stated, in pertinent part:
(Emphasis added.)
Black Warrior moved for a judgment as a matter of law ("JML") at the close of all the evidence. Following the denial of that motion, the trial court charged the jury on the duty owed by Black Warrior as it relates to notice:
The jury returned a verdict for McCarter. Black Warrior's postjudgment motion for a JML was overruled, and Black Warrior appealed.
Black Warrior contended in its JML motions, as it does on appeal, that there was no evidence, let alone substantial evidence, indicating "that Black Warrior had actual or constructive notice that the height of the power line was defectively low so as to give Black Warrior reason to anticipate that a person, such as [McCarter], might come in contact with the power line." Although Black Warrior argues on appeal both that evidence of its liability was insufficient to present a jury question and that the verdict was against the weight and preponderance of the evidence, the resolution of this case turns on the sufficiency of the evidence.
"`[T]he de novo "standard by which we review a ruling on a motion for a JML is `"materially indistinguishable from the standard by which we review a summary judgment."'"'" McGee v. McGee, 91 So.3d 659, 663-64 (Ala.2012) (quoting Glass v. Birmingham Southern R.R., 982 So.2d 504, 506 (Ala.2007), quoting in turn Bailey v. Faulkner, 940 So.2d 247, 249 (Ala.2006)). "`When the movant makes a prima facie showing that there is no genuine issue of material fact, the burden shifts
Cherokee Elec. Coop. v. Cochran, 706 So.2d 1188, 1192 (Ala.1997) (emphasis added). "The obligation of the electric company to insulate is not absolute, but alternative, in its nature. `Either the wire must be insulated, or it must be so located as to be, comparatively speaking, harmless.'" Dwight Mfg. Co. v. Word, 200 Ala. 221, 224, 75 So. 979, 982 (1917)(quoting Curtis on Law of Electricity § 511 (emphasis added)).
Ordinarily, the existence of a duty is a question of law, and a trial court's ruling on a question of law is reviewed de novo. Ex parte Farmers Exch. Bank, 783 So.2d 24, 27 (Ala.2000). However, "`[w]here the facts, upon which the existence of a duty depends, are disputed, the factual dispute is for resolution by the jury.'" Bush v. Alabama Power Co., 457 So.2d 350, 354 (Ala.1984) (quoting Alabama Power Co. v. Alexander, 370 So.2d 252, 254 (Ala.1979)).
Whether Black Warrior's lines were, in fact, "defectively low" was sharply disputed at trial. Witnesses for Black Warrior testified that measurements were taken of Black Warrior's lines immediately after the accident and that the lowest wire was found to be 16'2" above the roadway. McCarter, on the other hand, presented witnesses who testified that the neutral line would not have cleared the shuttle buggy at 14'8". However, Black Warrior argues that, even assuming the accuracy of McCarter's witnesses, McCarter failed to present substantial evidence that Black Warrior had constructive notice
Khirieh v. State Farm Mut. Auto. Ins. Co., 594 So.2d 1220, 1224 (Ala.1992) (emphasis added).
McCarter infers Black Warrior's knowledge of a defect in the lines from the fact that Bryant failed to notice such a defect on the morning of the accident. However, that inference depends, in turn, on whether the lines were — in fact — below NESC standards at 6:30 a.m. McCarter infers that the lines were low at 6:30 a.m., apparently only because they were allegedly low that afternoon when the accident occurred. However, the state of the lines at 6:30 a.m. is a matter in hot dispute, rather than a "known or proven fact."
In that connection, Black Warrior presented the testimony of its safety and fleet-maintenance director, Robert Tutt, who investigated the scene immediately after the accident. According to his uncontroverted testimony, he discovered a gap of 5" to 8" at the base of the pole bearing the power lines, indicating that the pole had recently been forced over in the direction of the highway. This condition, he stated, caused the top of the pole to lean toward the highway by 12" or more, resulting in a lowering of the lines over the roadway. According to Tutt, there was "no trash or debris" in the gap, which indicated that the pole had been "freshly moved." He opined that the pole shift was most likely caused by a "large piece of equipment" getting into the lines. Indeed, Bryant, himself, was called to the accident scene and allegedly found the lines "noticeably lower" than they had been at 6:30 a.m. No inference of knowledge of inadequate clearance can, therefore, be derived from Bryant's traveling underneath the lines at 6:30 a.m. on the day of the accident.
In support of his position on the notice issue, McCarter relies on a number of cases from this Court, namely, Central Alabama Electric Cooperative v. Tapley, 546 So.2d 371 (Ala.1989) (disapproved of on unrelated grounds by Robbins v. Sanders, 927 So.2d 777 (Ala.2005)); Alabama Power Co. v. Capps, 519 So.2d 1328 (Ala. 1988); Alabama Power Co. v. Cantrell, 507 So.2d 1295 (Ala.1986); Alabama Power Co.
In Tapley, Wendall M. Tapley, "a truck driver employed by Diversified Support Services to haul asphalt and related materials to and from an asphalt plant, was killed when he raised the `trailer dump' of his tractor-trailer rig into an uninsulated electric distribution line ... owned by CAEC [Central Alabama Electric Cooperative]." 546 So.2d at 373. The accident happened on the premises of the asphalt plant less than a week after CAEC had installed the line. Id. At the time the line was installed, CAEC knew that it could not install its line across areas of the plant where "dumping was obviously taking place," because of the height of unloading dump trucks. 546 So.2d at 374 (emphasis added). Consequently, CAEC's officials decided to string the "line across the roadway to the asphalt plant" where the accident occurred, id., at an elevation "well below the height to which the truck beds were raised," despite "knowing that truck beds were raised in several locations on the premises." 546 So.2d at 380 (emphasis added). Under such facts, this Court held that a jury question was presented as to foreseeability and notice. 546 So.2d at 379.
The facts in Capps were similar. That case involved a dump-truck operator who was fatally electrocuted on the premises of a "sand and gravel mining operation," 519 So.2d at 1329, when he raised the bed of his truck into a power line owned and operated by Alabama Power Company ("APCo"). Rejecting APCo's argument that the jury verdict in favor of the administratrix of the operator's estate was contrary to the weight and preponderance of the evidence, this Court stated:
519 So.2d at 1329 (emphasis added).
Brooks also involved a jury verdict against APCo in an action by an equipment operator who was injured when he raised the equipment he was operating into APCo's power line. The plaintiff was George Brooks, who was operating a "mobile drilling rig" on the premises of a mining company in connection with his employment. 479 So.2d at 1171. The accident occurred on a part of a driveway running to the shop area of the premises. Id. at 1174. Some years before the accident, "APCo [had] raised an adjacent span of lines to allow adequate clearance for large trucks traveling on this driveway to and from the [mining] pit." 479 So.2d at 1174 (emphasis added). The line on which Brooks was injured had not been raised, although the driveway that ran under it was part of the driveway running underneath the adjacent lines that had been raised. Under these facts, the Court concluded that "reasonable men could differ as to whether APCo had sufficient notice so as to have anticipated that employees... might operate, service, refuel, or repair their mining equipment, including the subject drilling rig, in the shop area within close proximity to the uninsulated line." Id. at 1174-75.
In Cantrell, a fatal electrocution occurred during the decedent's attempt to remove a 30' television antenna from the roof of an apartment building, which was located within 9' of APCo's power line.
507 So.2d at 1297-98.
Finally, in Bush, this Court reversed a summary judgment in favor of APCo in an action against it for injuries sustained by two workers at the Country Club of Mobile ("the Club") in connection with an operation to replace bulbs in the lights over the outdoor tennis court. The operation had occasioned the construction of a metal scaffold 33'3" high for the purpose of reaching the bulbs, which were situated "at various spots around the tennis courts." 457 So.2d at 354. The workers were electrocuted when the scaffold they were pushing contacted APCo's power line, located "approximately 30 feet above the level of the tennis court." 457 So.2d at 352. On the issue whether "it was foreseeable that persons would come into contact with the electrical wires which stretched across the tennis court," this Court stated:
457 So.2d at 354 (emphasis added).
None of these cases involved an issue, as does this one, of displacement of a power line by an unknown agency independent of the power company before the accident in question. Thus, they are not controlling here.
Black Warrior presented prima facie evidence that it had no knowledge of the alleged defect in its lines before the accident. Consequently, the burden then shifted to McCarter to present substantial evidence creating an issue as to such notice. Pittman, 882 So.2d at 844. However, the only evidence presented as to when
For the first time on appeal, McCarter attempts to invoke the doctrine of res ipsa loquitur to support the jury's verdict. He now proposes that it was the neutral line that he touched, which had, for unknown reasons, become charged with electricity, resulting in his injuries. Relying on George v. Alabama Power Co., 13 So.3d 360 (Ala.2008), he now asserts that he was not required to prove notice as discussed above, because, he says, the jury could properly have concluded that the facts of this case gave rise to a presumption of negligence, which Black Warrior failed to rebut. However, McCarter cannot now rely on the doctrine of res ipsa loguitur.
To be sure, this Court did hold in George that the doctrine of res ipsa loquitur was applicable in an electrocution accident involving the apparent energization of a neutral line through some agency unknown to the plaintiff. More specifically, it held that the doctrine applied to preclude a summary judgment for APCo on the plaintiff's negligence claim. George, however, is inapposite for a number of reasons.
In George, for example, the plaintiff's theory of the case was that he touched a neutral line and was injured because the electrical system was not functioning properly for a reason, or reasons, upon which there had been no proof. By contrast, McCarter's theory of the case in the trial court — as well illustrated in his opening argument — was merely that he touched a primary line because the lines were lower than the NESC required. In George, it was "undisputed that, in a properly functioning electrical-distribution system in which the neutral wire is properly grounded, the neutral wire cannot become energized and, thus, one who touches it will not be injured." 13 So.3d at 360. In short, this case was not tried on the theory that McCarter was injured by touching the neutral line.
"[I]t is a well-settled rule that parties are restricted to the theory on which a cause is prosecuted or defended in the court below. Where both parties adopt a particular theory they will not be permitted to depart therefrom when the case is brought up for appellate review." Inter-Ocean Ins. Co. v. Banks, 268 Ala. 25, 27, 104 So.2d 836, 837 (1958).
Additionally, the jury in this case was not instructed on the doctrine of res ipsa loguitur, no evidence was presented on which such an instruction could have been predicated, and McCarter has not undertaken to challenge the manner in which the jury was instructed. It is a familiar principle that "[u]nchallenged jury instructions become the law of the case," and "[t]he jury is bound to follow such instructions, even if they are erroneous." Clark v. Black, 630 So.2d 1012, 1017 (Ala. 1993). Additionally, "juries are presumed to have followed the trial court's instructions." Ex parte Loggins, 771 So.2d 1093, 1108 (Ala.2000). Thus, as instructed in this case, the jury could not have based its verdict on the application of the doctrine of res ipsa loquitur, and it cannot be presumed that it did so. The doctrine of res ipsa loquitur does not apply to relieve McCarter of the burden of proving notice.
In conclusion, McCarter failed to present substantial evidence that Black Warrior had constructive knowledge of the alleged defect in its lines before the time of the accident. The trial court erred, therefore, in denying Black Warrior's motion for a JML. The judgment is reversed and the case is remanded for the entry of an order consistent with this opinion.
REVERSED AND REMANDED.
MALONE, C.J., and BOLIN, MURDOCK, and MAIN, JJ., concur.