NAJAM, Judge.
John and Roxanne Einhorn appeal the trial court's grant of summary judgment in favor of Purdue University Board of Trustees d/b/a Purdue University Cooperative Extension Service ("Purdue"), Marshall County 4-H Fair Association, Inc. ("4-H Fair Association"), and Scott and Gretchen Johnson on the Einhorns' complaint for damages alleging negligence. The Einhorns also appeal the trial court's order dismissing their complaint against Purdue for lack of subject matter jurisdiction. The Einhorns present the following dispositive issues for our review:
We affirm in part and reverse in part.
On July 12, 2009, eleven-year-old Renae Johnson was riding her horse, Clu, in the practice arena at the Marshall County 4-H Fairgrounds ("the Fair") when a nearby truck backed up, sounding a back-up alarm, and "spooked" Clu. Johnsons' App. at 83. Clu bucked Renae off of him three times in the course of an hour after being spooked, and each time she got bucked off, Renae walked him around the arena before remounting him. Renae's parents were not present in the arena, but Gretchen had earlier asked Dawn Thomas to watch Renae's practice. After the bucking incidents, Thomas told Renae that she was not "comfortable with this" and that they needed to "find someone to help us put [Clu] away." Appellants' App. at 322. Thomas asked Dean Datson, who was standing nearby, to help her and Renae walk Clu over to the barn, and he agreed.
After Clu was placed in a stall in the barn, Thomas found Gretchen and told her about the bucking incidents in the practice arena. The Johnsons then enlisted the help of Tim Rice, who was an experienced horseman, to help calm Clu. Rice and Renae proceeded to clip a lead rope onto Clu and lead him out of the stall. They quickly encountered "a bunch of kids and horses running around which caused Clu to speed up." Johnsons' App. at 249. Rice "went to grab a hold of the lead rope to pull Clu back when the lead rope popped. The spring loaded clasp on the lead rope failed[,]" and Clu came loose and walked fifteen to twenty feet outside the barn. Id. Rice and Renae tried to get Clu and were three feet away from him when "kids went by with horses and began hollering and yelling `loose horse' which caused Clu to trot over by the tent with other horses." Id. Clu then "took off." Id.
At the time of the incident, John was working as an unpaid volunteer at the 4-H Fair. Nine days later, on July 21, he was notified that he was eligible for medical benefits under Purdue's workers' compensation policy. John ultimately received $79,215.48 in medical benefits from Purdue's workers' compensation carrier even though he had not applied for those benefits.
On November 17, 2010, the Einhorns filed a complaint against Purdue, 4-H Fair Association, and the Johnsons, alleging that their negligence proximately caused John's injuries. On December 3, 2012, Purdue, 4-H Fair Association, and the Johnsons filed summary judgment motions, and Purdue filed a motion to dismiss for lack of subject matter jurisdiction. The Einhorns filed a memorandum in opposition to summary judgment and a motion to strike an affidavit submitted by Purdue in support of summary judgment. The trial court granted Purdue's motion to dismiss and all three summary judgment motions and denied the Einhorns' motion to strike the affidavit. This appeal ensued.
The Einhorns first contend that the trial court erred when it concluded that their complaint against Purdue is barred as a matter of law for lack of subject matter jurisdiction. The trial court agreed with Purdue that John's acceptance of workers' compensation benefits triggered the exclusivity provision of the Workers' Compensation Act ("the Act"). But the Einhorns maintain that John was not Purdue's employee and, therefore, he is not precluded from bringing this civil action against Purdue. We must agree with the Einhorns.
Our supreme court set out the applicable standard of review as follows:
GKN Co. v. Magness, 744 N.E.2d 397, 401 (Ind.2001). Here, the facts before the court were disputed and the court ruled on a paper record. Accordingly, we review the trial court's grant of Purdue's motion to dismiss de novo.
The Act provides for compensation of injury or death by accident arising out of and in the course of employment. Estate of Smith v. Stutzman, 964 N.E.2d 904, 906 (Ind.Ct.App.2012). Compensation under the Act is the exclusive remedy for employees under Indiana Code Section 22-3-2-6, which provides:
Indiana Code Section 22-3-6-1(b) defines "employee" to mean "every person, including a minor, in the service of another, under any contract of hire or apprenticeship, written or implied, except one whose employment is both casual and not in the usual course of the trade, business, occupation, or profession of the employer."
Here, there is no allegation or designated evidence showing that John was under any contract of hire or apprenticeship with Purdue. Indeed, Purdue makes no contention that John was an employee. Purdue's sole argument on this issue is that John is bound by the exclusivity provision of the Act because he accepted medical payments from Purdue's workers' compensation carrier. In support of that contention, Purdue cites Stutzman, where this court held that, "[o]nce an injured employee accepts or receives compensation under the Act, she concedes that the injury was accidental in nature and that it arose out of and in the course of employment." 964 N.E.2d at 906 (emphasis added). Accordingly, the employee may not later sue her employer in tort based on the same work-related injury. Id.
The undisputed designated evidence shows that John was an unpaid volunteer at the time of the accident with Clu. Further, there is no evidence that John applied for the medical benefits or that he agreed to be bound by the exclusivity provision of the Act by accepting the benefits. We hold on these facts that John's acceptance of medical payments from Purdue's workers' compensation carrier does not change his status from volunteer to employee for purposes of the Act and that John is not bound by the Act's exclusivity provision. The trial court erred when it
Our standard of review for summary judgment appeals is well established:
Dreaded, Inc. v. St. Paul Guardian Ins. Co., 904 N.E.2d 1267, 1269-70 (Ind.2009) (citations omitted). The party appealing a summary judgment decision has the burden of persuading this court that the grant or denial of summary judgment was erroneous. Knoebel v. Clark County Superior Court No. 1, 901 N.E.2d 529, 531-32 (Ind. Ct.App.2009). Where the facts are undisputed and the issue presented is a pure question of law, we review the matter de novo. Crum v. City of Terre Haute ex rel. Dep't of Redev., 812 N.E.2d 164, 166 (Ind. Ct.App.2004). While we are not bound by the trial court's findings and conclusions and give them no deference, they aid our review by providing the reasons for the trial court's decision. See GDC Envtl. Servs. Inc. v. Ransbottom Landfill, 740 N.E.2d 1254, 1257 (Ind.Ct.App.2000).
The Einhorns contend that the trial court erred when it concluded that Purdue and 4-H Fair Association are immune from liability under the Equine Activity Statute ("the statute") as a matter of law. The statute, Indiana Code Section 34-31-5-1, provides:
And Indiana Code Section 34-6-2-69 defines "inherent risks of equine activities" as the dangers or conditions that are an
Here, it is undisputed that Purdue and 4-H Fair Association are both "equine activity sponsors" as defined by Indiana Code Section 34-6-2-42 and that John was a "participant" as defined by Indiana Code Section 34-6-2-95. Further, the Einhorns do not dispute that Purdue and 4-H Fair Association had posted warning signs that complied with Indiana Code Sections 34-31-5-3 and -5.
In Perry v. Whitley County 4-H Clubs, Inc., 931 N.E.2d 933, 940 (Ind.Ct.App. 2010), this court interpreted the list of inherent risks of equine activities to include injury to a participant when she was "unexpectedly kicked by a horse that became agitated" during a 4-H competition. The horse had become agitated because another horse was standing too close nearby and began sniffing its rear, and to remove the danger to the child handling the other horse, the plaintiff had intervened. Id. We held that two of the listed inherent risks were applicable in Perry, namely, "[t]he unpredictability of an equine's reaction to such things as sound, sudden movement, unfamiliar objects, people, or other animals," and "[t]he propensity of an equine to behave in ways that may result in injury, harm, or death to persons on or around the equine." Id. (citing I.C. § 34-6-2-69).
When John saw Clu running around the grounds, he exited his vehicle and told his son to stay inside the vehicle. John testified that "[t]here was a lot of commotion.... [W]hen a horse is moving that fast, you know, people clear out." Purdue's App. at 38. John also testified that he knew horses to be "unpredictable" and to "have a mind of their [sic] own." Id. at 25. Assuming for purposes of summary judgment that John was merely standing still and that Clu ran into him and trampled him while running loose, we hold that Clu's behavior falls into more than one category of inherent risks under the statute, namely: the propensity of an equine to behave in ways that may result in injury, harm, or death to persons on or around the equine; the unpredictability of an equine's reaction to such things as sound, sudden movement, unfamiliar objects, people, or other animals; and the potential of a participant to act in a negligent manner that may contribute to injury to the participant or others, such as failing to maintain control over the animal or not acting within the participant's ability. See I.C. § 34-6-2-69.
As we have noted in footnote 4, above, the Einhorns have waived their allegation that one of the exceptions to the immunity statute applies. Accordingly, the Einhorns' negligence claims against Purdue and 4-H Fair Association are precluded because John's injuries resulted from inherent risks of equine activities. See Perry, 931 N.E.2d at 939. The trial court did not err when it entered summary judgment in favor of Purdue and 4-H Fair Association on that basis.
Finally, the Einhorns contend that the trial court erred when it entered summary judgment in favor of the Johnsons. The Einhorns maintain that the Johnsons were negligent because, after they were informed that Clu had bucked Renae to the ground three times, the Johnsons "had enough time to remove the horse from the fairgrounds before the horse ran loose from Renae." Brief of Appellants at 39. But the Johnsons claim that Clu did not have any dangerous propensities of which they knew or should have known at the time John was injured.
In order to prevail on a claim of negligence, a plaintiff is required to prove: (1) a duty owed by the defendant to the plaintiff; (2) a breach of that duty by the defendant; and (3) an injury to the plaintiff proximately caused by the breach. Pickering v. Caesars Riverboat Casino, LLC, 988 N.E.2d 385, 389 (Ind.Ct.App. 2013). In negligence cases, summary judgment is rarely appropriate. Id. This
As we explained in Forrest v. Gilley, 570 N.E.2d 934, 935 (Ind.Ct.App. 1991), trans. denied:
Here, the trial court found that "a one[-]time event such as this (a spooked horse in an unaccustomed environment causing two falls within a few minutes) is quite certainly not a dangerous propensity[.]" Appellants' App. at 15. But the Einhorns contend that Clu's bucking Renae is evidence of a dangerous propensity. In support of that contention, the Einhorns cite Forrest, where we observed that "Indiana courts have not had previous occasion to rule on the dangerous propensities required to be shown in a case of a plaintiff's fall from a horse." 570 N.E.2d at 935. Accordingly, we listed the "common sense results" reached by courts in other jurisdictions, including Missouri, where the Court of Appeals held that, because the defendant had knowledge of his horse's propensity to buck, there was a genuine issue of material fact whether he owed a duty to give the bucked-off plaintiff notice of that propensity. Heald v. Cox, 480 S.W.2d 107, 111 (Mo.Ct.App.1972).
In Heald, the court explained the bucking tendencies of the defendant's horse as follows:
Id. at 110. Thus, the evidence in Heald showed that the horse had a tendency to buck and that the defendant was well aware of that tendency prior to the plaintiff being bucked from the horse.
Here, however, the undisputed designated evidence shows that Clu was in an unfamiliar practice arena when he bucked in response to a specific external stimulus, namely, a nearby truck backing up and sounding an alarm. There is no evidence that Clu had ever shown any tendency to buck prior to that time, nor is there any evidence that Clu had demonstrated any dangerous propensities of any kind prior to that time. We agree with the trial court and hold that Clu's bucking Renae off under the circumstances is not evidence of a dangerous propensity as a matter of law. Accordingly, the Einhorns cannot show that the Johnsons breached a duty of care, and the Johnsons are entitled to summary judgment on the Einhorns' negligence claims.
Because John was not Purdue's employee at the time of the accident, his negligence claim against Purdue is not barred by the exclusivity provision of the Workers' Compensation Act. Purdue and 4-H Fair Association are entitled to summary judgment as a matter of law under the Equine Activity Statute. And the Johnsons are entitled to summary judgment as a matter of law because they did not know or have reason to know that Clu had any dangerous propensities prior to the accident.
Affirmed in part and reversed in part.
MATHIAS, J., and BROWN, J., concur.