TERRI F. LOVE, Judge.
Since 2000, Equest has leased property in New Orleans City Park wherein it operates an equestrian facility that boards horses and provides "educational experiences to the citizens of New Orleans," including camps, lessons, birthday parties, family rides, and field trips. In September 2013, Ms. Larson was in Louisiana, visiting her boyfriend. A few days before September 23, 2013, Ms. Larson went to Equest's facility to inquire about visiting and feeding the school horses.
On September 23, 2013, Ms. Larson returned to Equest around 11 a.m. with carrots for the horses. She stopped by the office first, but it was closed. She was then greeted by two horse owners, Joanna Deal ("Ms. Deal") and Susan Gegenheimer ("Ms. Gegenheimer"), who board their horses at the facility. The horse owners were grazing their horses when they asked Ms. Larson how they could help her. Ms. Larson explained that she came to visit and feed the school horses after seeking permission a few days earlier from an Equest employee. Neither woman informed Ms. Larson that visitors were prohibited from feeding the horses. Their only discussion was about the type of food
After speaking with Ms. Deal and Ms. Gegenheimer, Ms. Larson proceeded into the barn. She fed the first two horses without incident and proceeded to a third horse named Wesley. Ms. Larson testified that Wesley was at the gate of his stall, appeared "normal," and had a "relaxed disposition." Ms. Larson extended her hand with the carrot to feed Wesley, but he knocked the carrot from her hand which landed on the ground just outside the stall by Ms. Larson's foot. When Ms. Larson bent down to pick the carrot up Wesley reached for the carrot at the same time with his mouth from under the gate of the stall. Ms. Larson testified that she was not sure if she had the carrot in her hand when Wesley reached for it, but she recalled being pulled by her hand against the gate of Wesley's stall. At which point, Wesley bit off Ms. Larson's thumb. According to Ms. Larson's petition, the resulting injury requires either a prosthetic thumb or a transposition of her big toe in the future.
Ms. Larson testified that she did not recall seeing any signs or warnings that prohibited visitors from feeding the horses. She also noted that she could not make out the names of the horses on the signs in front of their stalls and did not recall seeing any warnings about any of the horses. Moreover, both horse owners Ms. Larson spoke to that day were deposed. Neither horse owner recalled seeing warning signs prohibiting visitors from touching or feeding the horses. Both horse owners stated that they frequent the Equest facility several times a week, if not every day, to tend to their horses. Ms. Deal testified that several times a week she has witnessed visitors come to feed the horses. She was not aware of any rule in place preventing visitors from feeding the horses. However, Ms. Deal stated she did recognize a change in policy after Ms. Larson's injury. Ms. Deal testified that afterwards Equest instructed all of its boarders to inform visitors that they are not to feed the horses. Ms. Gegenheimer testified similarly, noting that up until the time Ms. Larson was injured, "outside people who didn't own horses" would bring food to feed the horses.
As a result of Ms. Larson's injuries, she filed a petition for damages against Equest and its insurer in January 2014. Equest filed a motion for summary judgment in January 2015 on the basis that it is protected from liability under La. R.S. 9:2795.3, the Equine Immunity Statute. Equest claims that Ms. Larson qualifies as a "participant" under the statute because she engaged in "equine activity." Equest contends that Ms. Larson is considered a "participant" because she went to "see" and feed the horses, which it argues constitutes "engaging in equine activity." Because the statute provides immunity from liability when a participant is injured while engaging in equine activity, Equest claims it is entitled to summary judgment.
In opposition to the motion for summary judgment, Ms. Larson asserts that the statute upon which Equest relies must be strictly construed because it grants immunity
Ms. Larson further asserts that even if the statute applies, which she contends it does not, summary judgment is precluded because the evidence proves genuine issues of material fact still exist. Despite the immunity statute's exclusion of spectators, Ms. Larson acknowledges certain exceptions may apply to spectators from which an equine activity sponsor may be protected from liability. Whether immunity applies under one of the exceptions depends on the resolution of material facts that remain in dispute. Consequently, Ms. Larson asserts that summary judgment is inappropriate.
After a hearing on Equest's motion, the trial court granted summary judgment, stating:
The trial court signed the judgment on April 7, 2015, that granted Equest's motion for summary judgment and dismissed Ms. Larson's petition for damages. Ms. Larson's appeal to this Court follows.
"An appellate court reviews a trial court's decision granting summary judgment de novo using the same standard applied by the trial court in deciding the motion for summary judgment." St. Bernard I, LLC v. Williams, 12-0372, p. 5 (La.App. 4 Cir. 3/13/13), 112 So.3d 922, 926 (internal citations omitted). Therefore, an appellate court asks the same questions as the trial court in its determination of whether summary judgment is appropriate, including: "whether there is any genuine issue of material fact, and whether the mover-appell[ee] is entitled to judgment as a matter of law." Id. (citing Williams v. Mem'l Med. Ctr., 03-1806, p. 13 (La.App. 4 Cir. 3/17/04), 870 So.2d 1044, 1052-53).
Moreover, "[t]he judgment sought shall be rendered forthwith if the pleadings, depositions,
La. C.C.P. art. 966Q(2).
Ms. Larson's status as a "participant" under the Equine Immunity Statute is a mixed question of law and fact. "Interpretation of statutory terms is a question of law. If reasonable persons applying the proper legal standard could differ as to whether [Ms. Larson] was a [participant], status becomes a question for the jury. Only where the undisputed facts reveal that [Ms. Larson engaged in equine activity], may the court take the question from the jury by granting summary judgment." Waller v. American Seafoods Co., 97-0302, p. 2 (La.App. 4 Cir. 10/1/97), 700 So.2d 1306, 1307-08 (internal citations omitted).
The question before us is whether the trial court legally erred in concluding Ms. Larson was a participant under the Equine Immunity Statute and whether the trial court properly granted summary judgment in Equest's favor dismissing Ms. Larson's claims.
La. R.S.9:2795.3(B) provides in pertinent part:
(emphasis added). There is no dispute that Equest is an "equine activity sponsor" and that Wesley is an "equine" as defined under the statute. The statute further states "[e]quine activity includes any or all of the following:"
La. R.S. 9:2795.3(A)(3) (emphasis added). La. R.S. 1:3 states,
Moreover, "[w]hen a law is clear and unambiguous and its application does not lead to absurd consequences, the law shall be applied as written and no further interpretation may be made in search of the intent of the legislature." La. C.C. art. 9. Similarly, "[s]tatutes ... that grant immunities or advantages to special classes in derogation of the general rights available to tort victims, must be strictly construed against the party claiming the immunity or advantage." Medine v. Geico Gen. Ins. Co., 97-2393, p. 4 (La.App. 4 Cir. 11/17/99), 748 So.2d 532, 535.
Ms. Larson contests the trial court's ruling that by visiting and feeding Equest's school horses, she was a "participant" in equine activity for the purposes of statutory immunity. Ms. Larson asserts she was not a "participant" but a "spectator." We agree, finding the trial court erred in interpreting the Equine Immunity Statute. The trial court mistakenly concluded that Equest was entitled to immunity because the trial court applied an overly broad interpretation of the statute's definition of "equine activity." We find the trial court's overly broad interpretation of "equine activity" is inconsistent with principles of statutory interpretation.
The Equine Immunity Statute applies by its express terms to participants. The statute defines "participant" as "any person, whether amateur or professional, who engages in an equine activity ...." La. R.S. 9:2795.3(A)(7). In addition to defining "equine activity" the statute also defines "Engages in Equine activity" as:
La. R.S. 9:2795.3(A)(1) (emphasis added). A strict interpretation of the statute shows that the definition of "engages in equine activity" is intended to be read within the context of its use in the definition of "participant." Murrell v. Hooter, 04-960, p. 8 (La.App. 5 Cir. 12/28/04), 892 So.2d 680, 685 (Interpreting identical language construction in the farm animal immunity statute).
The definition does not include a visitor to a stable who feeds treats to a horse. A review of the statute demonstrates, in fact, that there is no mention of feeding at all. Ms. Larson points out that the trial court's reasoning suggests that "every single horse-related activity yields immunity." Ms. Larson contends if this was the legislature's intent, there would be no need to list the specific activities to which the Equine Immunity Statute applies.
In this case, it is undisputed that Ms. Larson was not engaged in any of the activities listed under subsection (A)(1). Additionally, the definition of "engages in an equine activity" expressly excludes the act of "being a spectator." Given Ms. Larson was not a "participant who [was engaged] in an equine activity," Ms. Larson avers she was merely a "spectator." Before addressing Ms. Larson's status as a spectator, we first address the trial court's suggestion that Ms. Larson's actions constitute "inspecting" or "evaluating" under the statute's definition of "equine activity" pursuant to La. R.S. 9:2795.3(A)(3)(d).
Equest avers that the immunity statute broadly defines "equine activity," which includes "any or all of" the activities defined in subsection (A)(3). For this reason, Equest claims Ms. Larson ignores the definition of "equine activity" and instead "focuses on the more narrow definition of `engages in an equine activity'" in subsection (A)(1). Equest claims a more appropriate interpretation of "participant" under the statute would include consideration of the statute's definitions of "equine activities" and "inherent risks of equine activities." Equest directs this Court's attention to La. R.S. 9:2795.3(A)(3)(d) that includes within the definition of "equine activity":
(emphasis added).
We note that the statute does not define "inspecting" or "evaluating," nor does Equest offer a definition to demonstrate how Ms. Larson's actions constitute "equine activity" under this particular subsection. Equest only claims that Ms. Larson was "inspecting" the horses at the time of the incident because Ms. Larson testified that she wanted to "see" the school horses, give them "love and affection and talk to them," and to feed them treats.
Where the statute does not define a term, we assume that it retains its common meaning. Vogt v. Board of Levee Com'rs of Orleans Levee Dist., 95-1187, p. 10 (La.App. 4 Cir. 9/4/1996), 680 So.2d 149, 155. Merriam-Webster's Collegiate Dictionary, Tenth Edition (1999) defines "inspect" as "to view closely in critical appraisal" or "to examine officially"; also defining "inspection" as "a checking or testing of an individual against established standards." Equally, it defines "evaluate" as "1: to determine or fix value of 2: to determine the significance, worth, or condition of usu. by careful appraisal and study." Moreover, these definitions of "inspecting or evaluating" make sense within the context of the rest of subsection (A)(3)(d), which pertains to the purchase and sale of an equine.
Given immunity statutes "must be strictly construed as making the least rather than the most change in preexisting general law," we reject Equest's interpretation as it is contrary to the principles of statutory construction. Monteville v. Terrebonne Parish Consol. Gov't, 567 So.2d 1097, 1102 (La.1990). We find Ms. Larson's actions do not constitute "inspecting" or "evaluating" under subsection (A)(3)(d). Additionally, Equest fails to point to any other defined "equine activity" that applies to Ms. Larson;
Although the immunity statute applies only to "participants" and excludes spectators, Ms. Larson acknowledges certain exceptions may apply which provide immunity protection against a spectator's liability claim. Pursuant La. R.S. 9:2795.3(A)(1), if a spectator "places himself in an unauthorized area and in immediate proximity to equine activity" for purposes of immunity protection, a spectator is considered a "participant." La. R.S. 9:2795.3(A)(1). The question becomes whether the exception applies to Ms. Larson, despite her status as a "spectator," that entitles Equest to immunity protection.
Ms. Larson indicates that even if an exception applies, which she contends it does not, summary judgment is barred because genuine issues of material fact exist. She asserts that whether immunity applies under one of the exceptions
Ms. Larson testified that when she returned on September 23, 2013, the office was closed, but she spoke with Ms. Deal and Gegenheimer. Ms. Larson explained to the horse owners her purpose for visiting and that she previously received permission from an Equest employee. Ms. Larson testified that she did not see any signs prohibiting visitors from touching or feeding the horses.
Further, Ms. Deal testified that "no feeding" signs were posted periodically at Equest, but were not permanent. However, Ms. Deal stated that on September 23, 2013, she did not recall seeing any signs prohibiting visitors from feeding or touching the horses. Likewise, Ms. Gegenheimer testified that she did not recall any rule, instructions, or warnings prohibiting visitors from feeding the horses. Ms. Gegenheimer also testified that she did not recall any warnings about Wesley having previously bit someone. Conversely, Leslie Kramer testified that prior to Ms. Larson's visit in September and on the day of Ms. Larson's accident, Equest had signs prohibiting visitors from touching or feeding of its horses. Ms. Kramer stated that "[m]ultiple signs have been posted since 2011 stating that no treats `of any kind are to be fed to the horses and ponies on this property.'"
Ms. Larson contends these disputed facts are relevant to a determination of whether the immunity statute has any application in this case. The immunity statute has no application insofar as we find Ms. Larson does not fit the definition of a "participant" "engaged in equine activities." However, even as a "spectator," Ms. Larson may be brought within the purview of the immunity statute if she was in an unauthorized area and in close proximity to equine activity. Therefore, the question of whether Ms. Larson had permission and whether signs were posted prohibiting visitors from touching or feeding the horses is relevant. Viewing the evidence in a light most favorable to the plaintiff, we find the question of whether the immunity statute applies to Ms. Larson as a spectator should be submitted to the trier of fact.
Accordingly, we find the trial court erred in deciding as a matter of law that based on Ms. Larson's actions she was a "participant" "engaged in equine activity," and not a "spectator." Moreover, we find that genuine issues of material fact exist, resolution of which will determine whether Equest is entitled to immunity. Therefore, we find the granting of summary judgment inappropriate. The trial court's granting of summary judgment is reversed and the matter is remanded for further proceedings.
LOBRANO, J., concurs in the result and assigns reasons.
LOBRANO, J., concurs in the result and assigns reasons.
I respectfully concur in the result. I would reverse the district court's grant of
Under subsection (A)(7) of the immunity statute, "`[p]articipant' means any person, whether amateur or professional, who engages in an equine activity ..." Subsection (A)(1) provides that "[t]he term `engages in an equine activity' does not include being a spectator at an equine activity, except in cases where the spectator places himself in an unauthorized area and in immediate proximity to the equine activity."
Subsection (A)(3) states, in relevant part:
In my reading of the statute, being a spectator is an exception to engaging in an equine activity. A spectator placing himself in an unauthorized area is the exception to the exception.
I find that issues of fact remain as to whether Ms. Larson was a spectator, whether she was in an unauthorized area, and whether her actions at the time of her accident were equine activities as defined by the immunity statute. Accordingly, I find that whether Ms. Larson was a "participant" should be an issue for trial.
In that this Court reviews summary judgments de novo, we do not defer to the trial court's reasoning. A trial court is charged with the duty to interpret and apply the law. Trial courts should be cautious of basing its decisions on the flip of the proverbial coin and awaiting direction from an appellate court rather than the exercise of the trial court's judgment. To do otherwise threatens the value of the trial court's judicial independence.