MATHIAS, Judge.
Roberto Hernandez ("Hernandez") filed a complaint in Lake Circuit Court against United States Steel Corp. ("U.S. Steel") seeking to recover for injuries Hernandez sustained while working on U.S. Steel property for an independent contractor hired by U.S. Steel.
Zurich North America ("Zurich"), the worker's compensation carrier, cross-appeals and claims that the trial court erred in instructing the jury on how to consider the worker's compensation benefits received by Hernandez in arriving at its verdict. Concluding that the trial court
Hernandez was an employee of Roger & Sons, a contractor hired to perform maintenance at U.S. Steel's Gary Works Steel Manufacturing plant. Hernandez and two coworkers were assigned to clean the sidewalk on a roadway near a motor control center that was in the vicinity of a dust catcher that was attached to one of the blast furnaces at the plant. A dust catcher is a large, vertical structure. Gases from the blast furnace enter the dust catcher from the top where they decelerate, causing the coarser particles to fall to the bottom of the catcher, where they collect in a funnel-shaped hopper at the bottom, while the gases flow out through a lateral outlet located in the upper portion of the catcher. The collected dust can then be discharged from the catcher through a lock at the bottom of the hopper. When a blast furnace is brought back online, the dust catcher needs to be emptied or "dumped," a process which releases large amounts of carbon monoxide gas.
As Hernandez explains in some depth, carbon monoxide is a colorless, odorless, and potentially deadly gas.
U.S. Steel has numerous safety procedures and requirements in place at the Gary Steel plant, and all independent contractors are required to comply with them. Before a contractor begins a project, it must have an on-site safety meeting with U.S. Steel representatives, and prior to each shift, the contractors must complete work permits. Such work permits require the contractors to report to the U.S. Steel control room before starting any work. There, the contractor signs in and provides the control room operator with the work permit. The control room operator then keeps the original permit and provides a copy thereof to the contractor. The contractor has permission only to work in its designated areas, and it is the duty of the contractor to make sure that its employees remain within these designated areas. Contractors are also required to meet other safety requirements, such as developing their own safety plan and providing their own safety personnel to oversee their projects. Contractors are also required to have safety meetings with their employees before the beginning of each shift.
U.S. Steel also has a written safety procedure for emptying the dust catcher. The person wanting to empty the dust catcher must have a face-to-face meeting with the control room operator and receive a "lockout key" and authorization to do so. Then, there is supposed to be a visual inspection of the area near the blast furnace to check to make sure that no one is in the area, including the backside roadway. Then, flashing lights and a siren are activated to warn people in the area that the dust catcher is going to be emptied. Also, the operator announces over U.S. Steel's public-address system, "dumping dust catcher" three times. The operator is then to wait between five to seven minutes after this announcement to receive any responses that the catcher should not be dumped at that time. Additionally, all personnel that might be exposed to carbon monoxide are issued small carbon monoxide detectors.
Unfortunately for Hernandez, Roger & Sons had not reported to the control room operator and had not advised U.S. Steel where Hernandez and his coworkers would be working. Also, the dust catcher operator's visual inspection of the area failed to notice Hernandez and his coworkers, who were overwhelmed by the carbon monoxide and lost consciousness. The three men were later discovered approximately fifty to seventy feet from where the dust catcher was opened. Hernandez was resuscitated and taken to the emergency room.
At the hospital, Hernandez and his two coworkers were treated by Dr. Paul Nyongani ("Dr. Nyongani"), a physician who has practiced in Indiana for over twenty-five years and who specializes in wound care and hyperbaric oxygen treatment. Dr. Nyongani stated that Hernandez was one of the worst cases of carbon monoxide poisoning that he had ever seen. Hernandez's carboxyhemoglobin level was twenty-seven, whereas a normal level is zero to nine. Hernandez could not maintain his vital signs and had to be put on a ventilator; he came close to death but survived. As he recovered, Hernandez had memory issues, suffered from headaches, and had insomnia. When last treated by Dr. Nyongani, Hernandez still had memory loss, weakness, dizziness, and occasional vomiting. Hernandez was eventually taken to a rehabilitation center, where his recovery was slow. Hernandez now resides at a rehabilitation center in Tampa, Florida and will likely remain in such an institution for the rest of his life. As a result of his injuries, Hernandez received $994,757.37 in worker's compensation benefits.
On March 3, 2005, Hernandez filed a negligence complaint against U.S. Steel, which was amended on March 11, 2005. Hernandez's complaint alleged that U.S. Steel acted negligently when it emptied the dust catcher, causing personal injury to Hernandez. A jury trial was held from July 23 to August 15, 2012. After the presentation of evidence, Hernandez tendered a jury instruction that would have informed the jury:
Appellant's App. p. 36. The trial court declined to give the tendered instruction.
Zurich also tendered a jury instruction that would have informed the jury that any amount of worker's compensation benefits that Hernandez had to repay would be paid out of any verdict in his favor and that the jury should not reduce its verdict by the amount Hernandez would be required to repay; conversely, the instruction
At the conclusion of the trial, the jury returned a verdict in favor of Hernandez, finding his damages to be $4,657,792.87. The jury apportioned five percent of the fault to Hernandez himself, fifteen percent to U.S. Steel, and eighty percent to non-party Roger & Sons, Hernandez's employer. The trial court then entered judgment against U.S. Steel in the amount of $698,669.93. Hernandez now appeals.
Generally speaking, a trial court has broad discretion when it comes to instructing the jury. Arlton v. Schraut, 936 N.E.2d 831, 840-41 (Ind.Ct.App.2010) (citing Wal-Mart Stores, Inc. v. Wright, 774 N.E.2d 891, 893-94 (Ind.2002)). However, when the question is whether the instruction is a correct statement of the law, our review is de novo. Id. at 841. Here, the question before us is whether the release of carbon monoxide gas during the dumping of the dust catcher is an abnormally dangerous activity subject to strict liability. This is a question of law. Erbrich Products Co., Inc. v. Wills, 509 N.E.2d 850, 857 (Ind.Ct.App.1987) ("the issue of whether an activity is abnormally dangerous is a question of law for the court to decide."). Thus, our review is de novo. See id.; see also Arlton, 936 N.E.2d at 841.
In determining whether an activity is subject to strict liability, our courts have looked to Section 519 of the Restatement (Second) of Torts. See Erbrich, 509 N.E.2d at 853. This section provides:
Restatement (Second) of Torts § 519 (1977). When determining whether an activity is "abnormally dangerous," our courts consider the following factors:
Restatement (Second) of Torts § 520 (1977); Bridges v. Ky. Stone Co., Inc., 425 N.E.2d 125, 126 (Ind.1981); Erbrich, 509 N.E.2d at 853.
We do not examine whether a particular activity is abnormally dangerous in a "factual vacuum." Erbrich, 509 N.E.2d at 856. Instead, "[w]hen deciding whether to impose § 519 strict liability, we must not look at the abstract propensities or properties of the particular substance involved, but must analyze the defendant's activity as a whole." Id. "The essential question is whether the risk created is so unusual, either because of its magnitude or because of the circumstances surrounding it, as to justify the imposition of strict liability for the harm that results from it,
The first factor to consider under Restatement section 520 is the existence of a high degree of risk of some harm to the person, land, or property of others. Hernandez notes that carbon monoxide is an unavoidable byproduct of the steelmaking process and that it is impossible to predict where the gas will go when released. He also notes that the wind can move the gas in an unpredictable manner and that U.S. Steel dumps the dust catcher at night so that fewer people will be exposed to the potential danger. He especially focuses on the testimony of one of U.S. Steel's experts, who testified that the only way to make the process completely safe was not to do it.
The second factor to consider is the likelihood that the harm that results from the activity will be great. To be sure, carbon monoxide is an odorless, colorless, and a potentially deadly gas. Although U.S. Steel notes that carbon monoxide is produced in many forms of combustion, especially by internal combustion engines, we think that releasing a substantial amount of carbon monoxide at one time does involve a likelihood of considerable harm.
The inability to eliminate the risk by the exercise of reasonable care is the third factor to consider. As noted by this court in Erbrich, this factor is "at the core of § 519 [strict] liability." 509 N.E.2d at 857 n. 3. Hernandez again focuses on the evidence that the risk associated with dumping the dust catcher could not be eliminated. However, U.S. Steel presented evidence that it takes several measures to eliminate the risk associated with the release of the carbon monoxide gas. Contractors must have an on-site safety meeting with U.S. Steel, and work permits are required before the start of
These procedures and safeguards allowed U.S. Steel to dump its dust catchers multiple times a day for over a decade in a safe manner without prior injuries. The residual risk involved in dumping the dust catcher is not the sort of "unavoidable risk remaining in the activity" that should subject U.S. Steel to liability regardless of the level of care it exercised. See Restatement (Second) of Torts § 520, comment h. (1977).
The fourth factor listed in Restatement Section 520 is the extent to which the activity is not a matter of common usage. Hernandez notes that dumping a dust catcher is not a common activity for most people. See Restatement (Second) of Torts § 520, comment i. (1977) ("An activity is a matter of common usage if it is customarily carried on by the great mass of mankind or by many people in the community."). Thus, it is not a terribly common activity, even though it is routinely done at U.S. Steel.
The fifth factor listed in Section 520 of the Restatement is the "inappropriateness of the activity to the place where it is carried on." We think it apparent that this factor weighs against applying strict liability. The activity involved, operating a blast furnace and dumping the dust catcher, is wholly appropriate to the highly industrial setting of U.S. Steel's enormous, 3,000-acre Gary Works steel mill.
The sixth and final factor to consider is the extent to which the value to the community of the activity at issue is outweighed by its dangerous attributes. Here, it is hard to understate the value of steel manufacture to not only the local community, but to our State and our society at large. The manufacture of steel not only provides jobs to the local community; steel is the backbone of the industrial era. Without steel, there would be no railroads, automobiles, skyscrapers, or modern bridges, just to name a few of the steel-dependent mechanisms central to modern life. The risk associated with dumping the dust catcher and the accompanying release of carbon monoxide, when mitigated by the exercise of reasonable care, is clearly outweighed by the undeniable value to the community of steel manufacturing. This factor clearly and strongly weighs against a finding of strict liability.
Viewing all of these factors in conjunction, it is clear that there is a certain degree of risk involved in dumping the dust catcher, and the harm that results from carbon monoxide exposure can be great. But through the exercise of reasonable care, the risk can be minimized if not
Although Hernandez cites various non-Indiana cases in support of his argument, see, e.g., McLane v. Northwest Natural Gas Co., 255 Or. 324, 467 P.2d 635 (1970) (holding that the storage of a large amount of natural gas in a populated area was an abnormally dangerous activity subject to strict liability), we find support for our conclusion in Indiana case law. For example, in Bridges v. Kentucky Stone, Inc., 425 N.E.2d 125, 127 (Ind.1981), our supreme court held that the storage of dynamite was not an abnormally dangerous activity subject to strict liability.
Zurich cross-appeals and claims that the trial court erred in refusing its tendered instruction regarding how the jury should consider the worker's compensation benefits Hernandez had received. Zurich argues on appeal that "[i]f this Court orders a new trial, Zurich asks this Court to instruct the Trial Court on the proper instruction to give the jury." Appellee/Cross-Appellant's Br. p. 3. As we have affirmed the trial court's decision, there is no need to address Zurich's argument. Indeed, Zurich admits that if we affirm the trial court, then "the propriety of the instruction would technically be moot." Id. at 13.
"When the principal questions in issue have ceased to be matters of real controversy between the parties, the errors assigned become moot questions, and we will not retain jurisdiction to decide them." Castetter v. Lawrence Twp., 959 N.E.2d 837, 842 (Ind.Ct.App.2011). Still, even if an appeal is moot or no practical remedy is available to the parties, we can still review issues under the public interest exception when the case involves a question of great public importance which is likely to recur. Id. at 841-42. Here, however, we do not think the question presented by Zurich presents an issue of great public importance justifying our consideration of an admittedly moot issue.
The trial court did not err in refusing Hernandez's tendered instruction because U.S. Steel's act of dumping the dust catcher was not an abnormally dangerous activity subject to strict liability. We decline to consider the question presented by Zurich because it is moot.
Affirmed.
BAKER, J., and MAY, J., concur.