ALLISON D. BURROUGHS, District Judge.
On August 18, 2012, Richard Angelo ("Mr. Angelo") died while participating in the swim portion of a triathlon in Lake Champlain, near Burlington, Vermont. Plaintiff Cheryl Angelo ("Plaintiff" or "Ms. Angelo"), Mr. Angelo's wife, individually and as personal representative of Mr. Angelo's estate, has brought separate actions against USA Triathlon as the sponsor of the event, and the United States of America, United States Coast Guard, and United States Coast Guard Auxiliary (collectively, the "U.S. Defendants"). Presently before the Court are the U.S. Defendants' Motion for Summary Judgment and the Plaintiff's Motion to Amend the Complaint. For the reasons stated herein, the Motion for Summary Judgment is
The following facts are stated in the light most favorable to Plaintiff, the nonmoving party. On February 15, 2012, the Executive Director of "Run Vermont" submitted to the U.S. Coast Guard ("Coast Guard") an application for a permit to conduct the USA Triathlon National Championships within the harbor area of Burlington Bay on Lake Champlain near Burlington, Vermont. [ECF No. 20-1].
The swim portion of the competition took place on August 18, 2012. [ECF No. 23 at 3]. During the swim, two Coast Guard personnel on patrol spotted Mr. Angelo swimming outside the designated swim area.
Because little discovery had occurred by the time the U.S. Defendants filed their Motion for Summary Judgment, many facts regarding the events leading up to and during the triathlon remain unclear and in dispute, including the extent of the Coast Guard's role in ensuring the safety of the event and what actually occurred during the attempted rescue.
Ms. Angelo initiated litigation in connection with her husband's death in July 2013, when she filed a complaint against USA Triathlon in Essex County Superior Court in Massachusetts. Ms. Angelo brought claims for wrongful death, conscious pain and suffering, punitive damages, and negligent infliction of emotional distress against USA Triathlon. USA Triathlon removed the action to the Federal District of Massachusetts, where the case was assigned to Judge Zobel and then subsequently reassigned to Judge Sorokin. In its Notice of Removal, USA Triathlon asserted a counterclaim for indemnification. After limited discovery, USA Triathlon moved for summary judgment on the counterclaim. In a September 2014 opinion, Judge Sorokin granted the motion for summary judgment in part.
On August 14, 2014, Ms. Angelo filed a second complaint, this one against the U.S. Defendants, in the U.S. District Court for the District of Vermont. [ECF No. 1]. The complaint, which was amended before a summons was issued [ECF No. 2], alleged that the U.S. Defendants' negligent rescue efforts caused Mr. Angelo's death and inflicted emotional distress on Ms. Angelo. In December 2014, the matter was transferred to the District of Massachusetts by stipulation and assigned to Judge Sorokin, who consolidated it with Ms. Angelo's case against USA Triathlon. [ECF Nos. 7 & 13]. On February 26, 2015, both actions were reassigned to this Court. [ECF No. 18]. On March 2, 2015, the Court entered a joint scheduling order for the two cases. The scheduling order required amendments to the pleadings to be filed by July 1, 2015, fact discovery to be completed by March 1, 2016, and any dispositive motions to be filed by August 1, 2016.
On May 5, 2015, the U.S. Defendants filed a Motion for Summary Judgment on all counts, arguing that, as maritime rescuers, they are protected from liability under the Good Samaritan Doctrine, which requires that to prevail on a theory of negligent rescue, a plaintiff show both that the rescuers acted negligently and worsened the victim's condition. [ECF No. 20 at 4-5]. They maintain that here, "there is no reasonable argument that the Coast Guard worsened Mr. Angelo's situation in any way."
Further, on June 19, 2015, Ms. Angelo moved to amend the complaint. [ECF No. 24]. The proposed amended complaint contains additional details regarding the Coast Guard's involvement in the triathlon, as well as new counts for wrongful death, pain and suffering, punitive damages, and negligent infliction of emotional distress under Massachusetts law.
The First Circuit has cautioned that "trial courts should refrain from entertaining summary judgment motions until after the parties have had a sufficient opportunity to conduct necessary discovery."
Rule 56(d) is not "self-executing."
The Court finds that Plaintiff has met her burden under Rule 56(d) and accordingly denies the pending Motion for Summary Judgment. Ms. Angelo has submitted a timely and authoritative document that explains why she is currently unable to present certain facts that might influence the outcome of the pending motion and why she may able to do so in the future, with the benefit of additional discovery.
As explained in the attorney affidavit, the summary judgment motion was filed just over two months after the Court ordered the discovery schedule, and only a week after the parties exchanged initial disclosures. [ECF No. 23-1, ¶ 2]. At the time the U.S. Defendants' filed their motion, no fact depositions had been taken, and the parties had yet to complete any interrogatories or document requests.
In addition, Plaintiff has demonstrated that additional discovery is likely to uncover facts that may influence the outcome of the pending motion. Discovery would allow for a more detailed inquiry into the preparations leading up to the triathlon as well as the facts and circumstances of the attempted rescue. For example, the U.S. Defendants attached as an exhibit to their Motion for Summary Judgment a declaration from one of the Coast Guard personnel involved in the rescue. [ECF No. 20-5]. Plaintiff should have been given the opportunity to depose that individual and others involved in the rescue before having to oppose the motion.
The U.S. Defendants argue that Plaintiff's request should be denied because additional discovery would be futile. [ECF No. 25 at 3]. Plaintiff, however, has easily demonstrated a plausible basis for believing that the undisclosed facts exist, can be obtained, and are material, which is all that is required.
The two First Circuit cases cited in the U.S. Defendants' opposition brief are distinguishable from the instant case and support the conclusion that the 56(d) request should be granted. In the first,
The U.S. Defendants argue in the alternative that if the Court declines to dismiss the entire action, it should still rule that the release and indemnity provisions that apply to USA Triathlon also apply to the U.S. Defendants and, accordingly, issue a summary judgment ruling analogous to Judge Sorokin's in the USA Triathlon matter. The Court declines to do so at this juncture. Judge Sorokin's decision in the USA Triathlon case resolved USA Triathlon's motion for summary judgment on its indemnification counterclaim. Here, the U.S. Defendants do not have a counterclaim for indemnification, let alone a motion for summary judgment on the issue. Moreover, the amended complaint, which, as discussed below, the Court will allow, asserts claims that are consistent with Judge Sorokin's earlier ruling.
Accordingly the U.S. Defendants' Motion for Summary Judgment is denied. Either party may file a subsequent motion for summary judgment, after the parties have conducted adequate discovery.
Next, the Court will allow the Motion to Amend the Complaint. Plaintiff filed the motion on June 19, 2015, before the July 1, 2015 deadline for amendments set by the Court's scheduling order. Plaintiff has amended the complaint to: include facts revealed by the Defendant's initial disclosures, add an additional jurisdictional basis for the action, and plead Massachusetts causes of action in the alternative, now that the action has been transferred to this Court from Vermont. [
Where, as here, a plaintiff seeks to amend a complaint more than 21 days after a motion to dismiss or answer has been filed, it "may amend its pleading only with the opposing party's written consent or the court's leave." Fed. R. Civ. P. 15(a)(2). Leave to file amended pleadings "shall be freely given when justice so requires."
For the reasons stated herein, the U.S. Defendants' Motion for Summary Judgment is