Justice Devine delivered the opinion of the Court, in which Chief Justice Hecht, Justice Willett, Justice Guzman, and Justice Brown joined.
The Jones Act provides a compensation scheme designed to mitigate the unique perils faced by "seamen" — maritime workers with a substantial connection to a "vessel in navigation." Chandris v. Latsis, 515 U.S. 347, 357, 115 S.Ct. 2172, 132 L.Ed.2d 314 (1995). But without straightforward statutory definitions, and with courts left to wade into a historically murky body of admiralty law, an array of vexing (and inevitable) questions persists. What must a maritime worker do to bear an adequate connection to a vessel? What is a vessel in
Despite recent clarifications on the subject, questions remain. Be that as it may, we are not without enough clarity to guide our resolution of today's case. That task requires us to determine whether a certain ship — taken out of service, subjected to a 20-month conversion process, and unable to engage in transportation during the entirety of the claimant's onboard employment — was "out of navigation" and thus outside the Jones Act. We must determine also whether that question can be answered as a matter of law.
We answer both questions in the affirmative; the vessel was out of navigation as a matter of law. We accordingly reverse the court of appeals, which found a fact question, and we reinstate the trial court's summary judgment in favor of the ship's owner.
In August 2012, Helix Energy Solutions Group purchased the HELIX 534 for $85,000,000. Prior to the purchase, the 534 was laid up in a shipyard. And upon purchase, another vessel towed the 534 to the Jurong Shipyard in Singapore. The 534 served her previous owner as a drill ship, a ship that drills wells. But Helix purchased the 534 with plans to convert her into a well-intervention ship, a ship that services pre-existing offshore wells.
Work began upon the 534's arrival in Singapore. Due to the extent of the conversion, Helix turned the 534 over to the control of contractors at the shipyard for completion of the bulk of the overhaul; though, Helix employees assisted with minor repairs. The conversion involved, among other things, removing obsolete equipment, configuring and installing well-intervention equipment, and overhauling the engines, thrusters, generators, and in-line propulsion equipment. The work done on the propulsive components rendered the 534 unable to navigate on her own for a substantial portion of the conversion process.
Though Helix initially expected the conversion to take five or six months (ending in mid 2013), unanticipated work, labor issues, and trouble procuring certain parts delayed the conversion. In September 2013, with work still to be done, Helix dry-towed
Today's dispute involves a particular Helix employee, Kelvin Gold. In November 2012, near the beginning of the project, Helix hired Gold as an "able bodied seaman," anticipating that he would serve as an offshore worker. Consequently, Gold's responsibility was to familiarize himself with the craft and to assist with the overhaul (painting, cleaning, taking inventory, etc.). Gold served two alternating 28-day hitches between early December 2012 and March 2013, along with a partial hitch in late April 2013. During the entire time Gold worked aboard the 534 (almost five months), the ship lacked the ability to navigate
Gold reported injuries suffered aboard the 534 in December 2012 and in April 2013. Gold then stopped work aboard the 534 in April 2013, and his employment ceased in November 2013. Helix paid Gold "maintenance and cure" benefits, benefits available to an injured Jones Act seaman. But Helix terminated the payments after Gold allegedly failed to follow his doctor's orders.
Gold then sued Helix and Helix's affiliated entities for additional maintenance-and-cure benefits as well as actual and punitive damages. Gold claimed these remedies under the Jones Act as a "seaman" aboard a "vessel in navigation." Helix disagreed that the Jones Act applied to Gold's lawsuit and moved for summary judgment on the ground that the 534, while undergoing a major overhaul, was not a vessel in navigation. The trial court agreed and granted Helix's motion.
Gold appealed, and the court of appeals reversed. 482 S.W.3d 638, 650 (Tex. App.-Houston [14th Dist.] 2015). The court observed that Helix failed to "conclusively prove that the [534] was totally deactivated or out of service for an extended period of time before Gold's injury." Id. In turn, the court held, "A reasonable fact-finder could determine, based on the Helix 534's physical characteristics and activities, that the ship was designed to a practical degree for carrying people or things over water, and the Helix 534's use as a means of transportation on water was a practical possibility." Id.
We granted Helix's petition for review.
We review a trial court's grant of summary judgment de novo. Provident Life & Acc. Ins. Co. v. Knott, 128 S.W.3d 211, 215 (Tex. 2003). To prevail on a traditional motion for summary judgment, "a movant must show that no genuine issue of material fact exists and that it is entitled to judgment as a matter of law." Sw. Elec. Power Co. v. Grant, 73 S.W.3d 211, 215 (Tex. 2002) (citing TEX. R. CIV. P. 166a(c)). When a movant conclusively negates an essential element of a cause of action, the movant is entitled to summary judgment on that claim. Id.
Furthermore, "we take as true all evidence favorable to the nonmovant, and we indulge every reasonable inference and resolve any doubts in the nonmovant's favor." Id. But we cannot disregard "conclusive evidence" — that evidence upon which "reasonable people could not differ in their conclusions." City of Keller v. Wilson, 168 S.W.3d 802, 816 (Tex. 2005). Typically, evidence is conclusive when "it concerns physical facts that cannot be denied" or "when a party admits it is true." Id. at 815.
Here, Helix bore the burden to conclusively negate the "seaman" element of Gold's Jones Act claim.
The Jones Act provides that,
46 U.S.C. § 30104. The heightened legal protection under the Jones Act "grow[s] out of the status of the seaman and his peculiar relationship to the vessel, and as a feature of the maritime law compensating or offsetting the special hazards and disadvantages to which they who go down to sea
So who qualifies as a seaman? The Jones Act does not define the term, which left courts to apply the "general maritime law [that existed] at the time the Jones Act was enacted." Id. Alas, the traditional admiralty definition was unhelpful; a seaman was "a mariner of any degree, one who lives his life upon the sea." Warner v. Goltra, 293 U.S. 155, 157, 55 S.Ct. 46, 79 S.Ct. 254 (1934). Fortunately, Congress gave some context to the term in 1927 when it enacted the Longshore and Harbor Workers' Compensation Act (LHWCA), which provides coverage to "land-based maritime workers but which also explicitly excludes from its coverage `a master or member of a crew of any vessel.'" Chandris, 515 U.S. at 355, 115 S.Ct. 2172 (quoting 44 Stat. (part 2) 1424, as amended, 33 U.S.C. § 902(3)(G)). In effect, Congress's creation of "mutually exclusive" compensation regimes meant that the LHWCA's exclusion actually helped to define the term "seaman" in the Jones Act — i.e., a Jones Act seaman must be a member of a crew of a vessel. See McDermott Int'l, Inc. v. Wilander, 498 U.S. 337, 347, 111 S.Ct. 807, 112 L.Ed.2d 866 (1991) (explaining the relationship between the acts). But not just any vessel will do. The Supreme Court later clarified that a Jones Act seaman must bear a satisfactory connection to a "vessel in navigation." Roper v. United States, 368 U.S. 20, 22-23, 82 S.Ct. 5, 7 L.Ed.2d 1 (1961).
After decades of navigating a labyrinth of definitions and admiralty buzzwords, the Supreme Court identified two basic components of Jones Act coverage: the maritime worker must (1) be a crew member who does the "ship's work" and (2) have a substantial connection to a vessel in navigation. Chandris, 515 U.S. at 368, 115 S.Ct. 2172. But, like most aspects of admiralty law, there is more to this standard than meets the eye.
The Supreme Court has clarified that the worker's duties must "contribut[e] to the function of a vessel or to the accomplishment of its mission." Wilander, 498 U.S. at 355, 111 S.Ct. 807. The requirement thus looks to the nature of the person — what does he or she do in relation to the watercraft?
Here, Gold was employed in anticipation of being an offshore worker, and his duties plainly "contribute[d] to the function" of the 534. Chandris, 515 U.S. at 368, 115 S.Ct. 2172. Helix does not contend that it is Gold's job description that renders him outside Jones Act coverage — Helix says simply that the 534's conversion took her out of navigation. The present dispute therefore does not hinge on Gold's particular duties while aboard the 534.
A Jones Act seaman must bear a requisite connection — one that is "substantial in terms of both its duration and its nature" — to a vessel in navigation. Id. Whether the 534 was a vessel in navigation is implicated directly by Helix's motion for summary judgment.
What is a vessel in navigation? Again, Congress provided some helpful context for the phrase. In Section 3 of the Rules of Construction Act, Congress defined the word "vessel" to mean "every description of water-craft or other artificial contrivance used, or capable of being used, as a means of transportation on water." 1 U.S.C. § 3. Drawing on that definition and decades of caselaw, the Supreme Court emphasized in Stewart v. Dutra Construction
Though the vessel-in-navigation issue is couched as a singular requirement, two distinct situations can arise. This distinction plays an important role in conceptualizing the crux of today's dispute and in deciding its ultimate outcome.
The first potential question under the in-navigation framework involves the type of structure — is it designed to function in the manner of a seafaring "vessel," or does it merely happen to float? A classic example of this dilemma is Lozman, in which the Court analyzed whether a 60-foot by 12-foot floating home was a vessel. 568 U.S. at 118, 133 S.Ct. 735. The Court concluded the home was not a vessel, reasoning that "[t]he home has no other feature that might suggest a design to transport over water anything other than its own furnishings and related personal effects. In a word, we can find nothing about the home that could lead a reasonable observer to consider it designed to a practical degree for `transportation on water.'" Id. at 122, 133 S.Ct. 735. Numerous cases involve similar design-based questions. See, e.g., Martin v. Boyd Gaming Corp., 374 F.3d 375, 377 (5th Cir. 2004) (a moored floating casino served no transportation function and was not a vessel in navigation); Billiot v. Great Lakes Dredge & Dock Co., Civ. A. No. 92-2813, 1993 WL 322906, at *3 (E.D. La. Jun. 29, 1993) (a barge configured solely for use as a work platform was not a vessel in navigation).
The conversion of the 534 presents no such controversy. Prior to Helix's purchase of the 534, the craft functioned as a seafaring vessel. She transported maritime workers in the course of her well-drilling role — precisely the type of function performed by a Jones Act vessel. And the 534's conversion, though it gave her an added well-servicing capacity, did nothing to change her transportation-facilitating design. In plain English, the 534 was, is, and (unless transformed into something like a stationary casino) will be a boat. Helix does not suggest otherwise.
Different entirely, though also under the vessel-in-navigation umbrella, is the principle that "major renovations can take a ship out of navigation, even though its use before and after the work will be the same." Chandris, 515 U.S. at 374, 115 S.Ct. 2172 (citing McKinley v. All Alaskan Seafoods, Inc., 980 F.2d 567, 570 (9th Cir. 1992)). That is, even when a structure is unquestionably designed to engage in maritime transportation, an extended overhaul can remove the structure from navigation. McKinley, 980 F.2d at 570. This rule is deeply ingrained in admiralty, dating back to West v. United States, in which the Supreme Court held as a matter of law
Yet, at the same time, "a vessel does not cease to be a vessel when she is not voyaging, but is at anchor, berthed, or dockside," even when she "is taken to a drydock or shipyard to undergo repairs in preparation to making another trip." Chandris, 515 U.S. at 373-74, 115 S.Ct. 2172 (citations and internal quotations omitted). Lower courts have echoed this sentiment; temporary and routine repairs do not take otherwise seaworthy vessels out of navigation. See, e.g., Romero v. Cajun Stabilizing Boats, Inc., 307 Fed.Appx. 849, 851 (5th Cir. 2009) (holding that a vessel that was dry-docked for several weeks for routine repairs remained in navigation as a matter of law).
The dichotomy, phrased in the Court's language from West, is between ordinary, expected "ship's work" and "complete overhaul[s]." 361 U.S. at 122, 80 S.Ct. 189; see also Stewart, 543 U.S. at 494, 125 S.Ct. 1118 (explaining that a vessel does not move out of Jones Act coverage when "berthed for minor repairs"). Of course, that distinction is a matter of "degree" — at some point "repairs become sufficiently significant that the vessel can no longer be considered in navigation." Chandris, 515 U.S. at 374, 115 S.Ct. 2172. And in evaluating where a ship falls on the spectrum, the Supreme Court enshrined a touchstone: "the focus should be upon the status of the ship, the pattern of the repairs, and the extensive nature of the work contracted to be done." Id. (citing West, 361 U.S. at 122, 80 S.Ct. 189). Over the years, courts have utilized various proxies in evaluating the extent of overhauls, but no exhaustive list or uniform approach has emerged.
It bears emphasis too that the distinction between routine, temporary repairs and major overhauls is not an arbitrary one. The distinction makes good sense in the greater context of the Jones Act, which codified "a feature of maritime law compensating or offsetting the special hazards and disadvantages to which they who go down to sea in ships are subjected." Id. at 355, 115 S.Ct. 2172 (citations omitted). When a maritime worker suffers an injury during a routine repair, we can confidently attribute the worker's injury to a risk associated with "go[ing] down to sea in ships." Id. After all, every seagoing ship (and thus every seaman) experiences routine repairs from time to time. But a maritime worker whose only connection is to a ship undergoing a nonroutine, major overhaul incurs risks more akin to those faced by land-based construction workers — a danger better addressed by the Longshore and Harbor Workers' Compensation Act. See 33 U.S.C. § 902(3) (covering those non-seamen engaged in maritime employment, such as longshoremen "and any harbor-worker including a ship repairman, shipbuilder, and ship-breaker").
Finally, we must address the impact of Stewart, one of the Supreme Court's most recent forays into in-navigation territory.
But Stewart did recognize that a major overhaul must carry with it a certain effect to take a vessel out of navigation. By broadly stating that the in-navigation requirement "is relevant to whether the craft is `used or capable of being used' for maritime transportation," and by stressing that the vessel in question was not rendered practically incapable of maritime transport by its temporary repair, the Supreme Court appears to have clarified that only overhauls that render ships practically incapable of transportation will take those ships out of navigation. Stewart, 543 U.S. at 496, 125 S.Ct. 1118.
Practical versus theoretical capability to transport over water is, to say the least, a rather nebulous standard. How exactly such a standard should be applied to a variety of conceivable circumstances remains to be seen. Yet by reaffirming West, we can at least discern what satisfies Stewart's standard in the context of a major overhaul. In West, the out-of-service ship, while subjected to a substantial renovation, was incapable of transportation on its own and instead had to be towed to the shipyard for construction work. 361 U.S. at 121-22, 80 S.Ct. 189. Therefore, Stewart — at a minimum
Before diving into the court of appeals' analysis and the summary-judgment evidence, we pause to consider the circumstances in which judgment as a matter of law is appropriate, if ever, on the threshold issue of seaman status. A plaintiff's status as a seaman under the Jones Act is a mixed question of law and fact. Chandris, 515 U.S. at 369, 115 S.Ct. 2172. More specifically, "whether a vessel is or is not `in navigation' for Jones Act purposes is a fact-intensive question that is normally for the jury and not the court to decide." Id. at 373, 115 S.Ct. 2172. Gold stressed this admonition throughout his briefing, and the court of appeals did the same, citing the oft-repeated phrase several times in its opinion. See 482 S.W.3d at 642-44, 650. Yet, at the same time, the Supreme Court
Stewart is particularly instructive. There the Supreme Court delivered its usual caution that the in-navigation question "may involve factual issues for the jury." 543 U.S. at 496, 125 S.Ct. 1118. But immediately thereafter, the Court concluded, "[H]ere no relevant facts were in dispute ... the [barge] was only temporarily stationary while Stewart and others were repairing the scow; the [barge] had not been taken out of service, permanently anchored, or otherwise rendered practically incapable of maritime transport." Id. Put differently, the barge in Stewart fell decidedly on the routine-repair side of the spectrum, and, with no factual disputes to send to the jury, the Court displayed no hesitation in deciding the question as a matter of law. So long as (1) the relevant facts are not in dispute in the present case and (2) the 534 falls decidedly on the major-overhaul side of the spectrum, neither should we.
Helix first takes issue with three aspects of the court of appeals' decision: (1) the court's reliance on certain subjective evidence of vessel status; (2) the court's requirement that an out-of-navigation ship be "`permanently out of the water' with only a `remote possibility that [she] may one day sail again'" and (3) the court's requirement that a ship be "totally deactivated or out of service for an extended period of time" before the claimant's injury. 482 S.W.3d at 648, 650. And second, Helix argues that the undisputed evidence proves conclusively that the 534 was out of navigation for purposes of Gold's employment. We take the issues in turn.
The court of appeals stressed certain evidence in identifying an issue worthy of jury determination, including that "`everybody' referred to the Helix 534 as a vessel." Id. at 649. Based on this collective label, the court concluded that a "reasonable observer, looking particularly to the physical characteristics of the Helix 534, could `consider it designed to a practical degree for carrying people or things over water.'" Id. (citing Lozman, 568 U.S. at 121, 133 S.Ct. 735). Gold likewise points to various communications between Helix and Gold that refer to Gold as an "able bodied seaman." Gold argues these references prove that he was, in fact, a seaman under
Reliance on these subjective labels presents two problems. First, as Helix suggests, the subjective labels of "vessel" and "able bodied seaman" are the type of evidence the Supreme Court cast aside in Lozman, favoring "objective evidence" in lieu of "subjective elements, such as [the] owner's intent." 568 U.S. at 127-28, 133 S.Ct. 735. A court must look to the "physical attributes" of a craft "as objective manifestations," id., and (with respect to an overhaul case like this one) "the status of the ship, the pattern of the repairs, and the extensive nature of the work to be done." Chandris, 515 U.S. at 374, 115 S.Ct. 2172.
But there is a more fundamental problem with denying summary judgment based on these labels. Even if these labels were probative, they would be probative only of issues ancillary to the true dispute in this case — the effect of the 534's conversion. Let us assume that a collective reference to the 534 as a "vessel" did support the court of appeals' conclusion that the 534 was "designed to a practical degree to carrying people or things over water." 482 S.W.3d at 649 (citation omitted). That conclusion is only a piece of the puzzle — a structure has to be designed as a seafaring craft to qualify for vessel status in the first instance. See Lozman, 568 U.S. at 122, 133 S.Ct. 735. But the inescapable conclusion that the 534 is a boat says nothing about whether the 534 was out of navigation during her overhaul. See McKinley, 980 F.2d at 570 ("It is clear that major renovations can take a ship out of navigation, even though its use before and after the work will be the same.").
Nor are Helix's references to Gold as an "able-bodied seaman" probative of the dispositive issue. No doubt, Gold was hired to do a seaman's work. But in order to be a "seaman" under the Jones Act, one must possess more than the right job description; one must belong to a vessel, and that vessel must be in navigation. Chandris, 515 U.S. at 368, 115 S.Ct. 2172. If, at the end of the day, Helix conclusively negated the "in-navigation" piece of the equation, the other variables become immaterial.
In finding a lack of conclusive evidence, the court of appeals cited Stewart and delineated what it thought to be the dichotomy between minor repairs and major overhauls:
482 S.W.3d at 647-48 (quotations and citations omitted). But Helix argues that the court misread Stewart and in effect tied in-navigation status to whether a ship is expected to sail again. Helix maintains that the court's standard cannot comport with the well-established rule that major overhauls take ships out of navigation. After all, do not a vast majority of overhauls occur for the very purpose of returning a ship to seaworthiness?
We agree with Helix that the court of appeals misconstrued Stewart and thereby skewed the threshold for summary judgment. In discussing the requirement that a ship be "used, or capable of being used" for maritime transportation in order to be in navigation, the Stewart Court differentiated
543 U.S. at 494, 125 S.Ct. 1118. The Stewart Court thus used the "ships taken permanently out of water" scenario as one of several hyperbolic counterexamples
But, if mere expectation that a ship will return to sea was enough to create a fact question on in-navigation status, the precedential value of countless major-overhaul cases would crumble. As Helix points out, major overhauls often occur with the precise goal of returning a ship to sea. See, e.g., West, 361 U.S. at 122, 80 S.Ct. 189 (a ship was out-of-navigation as a matter of law despite being renovated for the purpose of returning her to sea). The Stewart Court made absolutely no indication that it intended such a sweeping limitation of the overhaul rule. In fact, Stewart did just the opposite; it reaffirmed West — the quintessential overhaul case. See 543 U.S. at 496, 125 S.Ct. 1118 (citing West, 361 U.S. at 118, 122, 80 S.Ct. 189).
The court of appeals correctly outlined Helix's burden of proof in this case: "Helix had to establish conclusively that the Helix 534 was not a vessel in navigation at the time of Gold's injuries." 482 S.W.3d at 650. But the court then appended a secondary burden by concluding, "Helix did not conclusively prove that the [534] was totally deactivated or out of service for an extended period of time before Gold's injury." Id. Helix argues that this secondary requirement — that the ship be deactivated for a significant time prior to injury — is improper because it makes Jones Act coverage depend on the timing of the plaintiff's injury, a factor that has no bearing on a vessel's in-navigation status.
Helix is correct. Whether an overhaul takes a vessel out of navigation is not decided by looking at the timing of the plaintiff's injury. The court of appeals cited no authority for its temporal prerequisite, and, indeed, none exists. For good reason: in an overhaul case, the in-navigation inquiry depends on the status of the ship and the extensiveness of the overhaul. Chandris, 515 U.S. at 374, 115 S.Ct. 2172. If the project is extensive enough to take a vessel out of navigation, it matters not whether the claimant suffered his or her injury early or late in the process.
Additionally, the court of appeals' approach is in direct conflict with Chandris. There, Antonios Latsis, an engineer employed by Chandris, sailed aboard one of its vessels and suffered an eye injury. Id. at 350, 115 S.Ct. 2172. Latsis remained onboard while the vessel underwent a six-month overhaul. Id. at 351, 115 S.Ct. 2172.
But Chandris dealt also with an issue more relevant to the present case — whether the vessel was out of navigation during the overhaul. Id. at 372-73, 115 S.Ct. 2172. The Court explained the import of that in-navigation determination on the general applicability of the Jones Act: "Of course, any time Latsis spent with the [ship] while the ship was out of navigation could not count as time spent at sea for purposes of that inquiry." Id. at 373, 115 S.Ct. 2172. The Court remanded for further development of the record but maintained that, upon a conclusive record, "it is possible that Chandris could be entitled to partial summary judgment or a directed verdict concerning whether the [ship] remained in navigation" during the renovation. Id. at 375, 115 S.Ct. 2172.
The Court's in-navigation discussion is telling; the analysis had nothing to do with the timing of Latsis' injury. Nor did the Chandris renovation begin an "extended period of time before [Latsis'] injury," as the court of appeals' analysis seems to require. See 482 S.W.3d at 650. Rather, Latsis worked aboard the vessel long before the conversion began, yet the Supreme Court left open the possibility for summary judgment all the same. Chandris, 515 U.S. at 375, 115 S.Ct. 2172. The court of appeals' timing-of-the-injury prerequisite is thus incongruous with Chandris. We instead follow the Supreme Court's advice to examine the status of the ship and extent of the modification in determining whether the 534 exited navigation. See id. at 374, 115 S.Ct. 2172.
Finally, we reach the dispositive question: was the 534 a "vessel in navigation" during the course of its conversion? We hold as a matter of law that she was not.
First, as we must ask in any summary-judgment case, are there any relevant
The deposition testimony of Gold does not call into question any of the objective characteristics of the 534 established above. In fact, Gold's testimony reaffirms that the 534's engines were inoperable and that the ship lacked the ability to self-propel during his time onboard. As a result,
For comparative purposes, this case is unlike Chandris post-remand. After the Supreme Court remanded for the district court to consider a more developed record, the parties offered divergent evidence concerning the status of the vessel. See Latsis v. Chandris, No. 91 Civ. 6900(LAP), 1998 WL 458095, at *2 (S.D.N.Y. Aug. 4, 1998). The owner testified that the engines were inoperable during the entire conversion. Id. But the claimant testified that the repairs proceeded on each engine separately such that the ship maintained its propulsive capabilities. Id. The conflicting testimony on a material issue thus created a quintessential jury question. The record before us today is instead like the one in Stewart, in which the Court observed that "here no relevant facts were in dispute" before ruling on the vessel-in-navigation question as a matter of law. 543 U.S. at 496, 125 S.Ct. 1118.
Consequently, we hold that Helix conclusively established the above matters concerning the 534 and the extent of her conversion, leaving this Court — as a decider of questions of law — to apply the relevant admiralty framework and determine whether the 534's conversion took her out of navigation.
Our reading of the overhaul jurisprudence indicates that the 534's conversion places her decidedly in the category of ships rendered out of navigation. Again, the yardstick for our analysis is "status of the ship, the pattern of the repairs, and the extensive nature of the work contracted to be done." West, 361 U.S. at 122, 80 S.Ct. 189. The distinction lies between routine, transitory repairs incurred in the ordinary course of a seagoing vessel and overhauls more properly characterized as land-based endeavors.
The Supreme Court and others have utilized various considerations for evaluating the extensiveness of any conversion: (a) the significance of the work performed; (b) the cost of conversion relative to the value of the ship; (c) whether contractors exercised control over the work; (d) the duration of the repairs; and (e) whether the repairs took the ship out of service. See, e.g., id.; Stewart, 543 U.S. at 496, 125 S.Ct. 1118; Newsom v. Jantran, Inc., NO: 2:12-CV-150-M-V, 2013 WL 12178166, at *1 (N.D. Miss. Dec. 9, 2013). And, of course, Stewart tells us that the overhaul must be one that renders the ship practically incapable of transportation. See 543 U.S. at 496, 125 S.Ct. 1118.
The Supreme Court has not elaborated on how precisely these cogs fit together. Nor need we for the purposes of this case; all of the relevant considerations indicate that the 534 was not a vessel in navigation during Gold's employment.
The work performed on the 534 was significant. Not only did the propulsive equipment and other components require repair or replacement, but the ship was purchased with the express goal of conversion. A change in the function of the ship — from a drill-ship to a well-intervention ship — required the addition of new equipment and removal of obsolete equipment. In terms of West, no one could seriously suggest that the work performed on the 534 was merely routine "ship's work." 361 U.S. at 122, 80 S.Ct. 189; see also Stewart, 543 U.S. at 494, 125 S.Ct. 1118 (characterizing temporary, minor repairs as those that do not take a vessel out of navigation). Indeed, this was not the type of work that Helix could complete on its own. A majority
Moreover, the 534 was out of service for the entire duration of the overhaul. In fact, the 534 was laid up, taken out of the water, at the time Helix purchased her. Helix immediately began converting the craft to a well-intervention ship, and the 534 did not enter service until after her transformation. The status of the 534 before and after the conversion illustrates that Helix did not incur this construction project in the ordinary course of putting the 534 to a seagoing use. Cf. Romero, 307 Fed.Appx. at 851 (finding a vessel briefly dry-docked for routine repairs to be in navigation).
These undisputed facts bear a close resemblance to McKinley, a Ninth Circuit case the Supreme Court cited with approval. See Chandris, 515 U.S. at 374, 115 S.Ct. 2172 (citing McKinley, 980 F.2d at 567). In McKinley, All Alaskan converted an oil-drill ship into a seagoing fish-and-crab-processing ship. 980 F.2d at 568. Similar to the work performed on the 534, the McKinley conversion was extensive, costly, performed mostly by contractors, and lasted 17 months. Id. at 568-69. The Ninth Circuit held as a matter of law that the converted ship was not in navigation while undergoing construction. Id. at 572.
The court of appeals, however, distinguished the 534's conversion from McKinley in two ways. First, the court observed that the ratio between conversion cost and purchase price in McKinley (33:1) was significantly more than that of the 534 (1.35:1). 482 S.W.3d at 649. And second, the court noted that in McKinley, the vessel owner converted a drill ship into a seafood-processing ship — an entirely different function. Id. (citing McKinley, 980 F.2d at 568). Here, however, the 534 would retain "its drilling capabilities and would appear as it always had." Id. The 534's conversion, the court then concluded, "could be characterized more as an upgrade compared to the project in McKinley." Id.
Boiled down to its essence, the court observed that the 534's conversion was less extensive than the one at issue in McKinley. True enough. But treating every aspect of McKinley as a prerequisite to out-of-navigation status misunderstands the Supreme Court's test. The difference between routine repairs and major overhauls that take vessels out of navigation is inherently one of "degree." Chandris, 515 U.S. at 374, 115 S.Ct. 2172. Naturally then, the out-of-navigation cases that qualify for judgment as a matter of law will likewise vary in degree — no two overhauls will ever be identical. One can always conceive of a bigger, more extensive conversion than the one at hand, but that is no reason to withhold summary judgment in a case falling clearly on the major-overhaul side of the spectrum.
And in any event, the Supreme Court has sanctioned summary judgment in a case with a less extensive conversion than the one we face today. In Chandris, the Court explained that "it is possible" that a vessel owner could receive summary judgment as to a six month overhaul upon conclusive proof of significant modifications. Id. Thus, the Supreme Court does not treat every facet of McKinley (or any other case for that matter) as a prerequisite for summary judgment. Neither should we.
What's more is that Chandris belies the court of appeals' complete-conversion-versus-upgrade distinction. In Chandris, the
Finally, and perhaps most importantly in light of Stewart, the 534's conversion rendered the ship practically incapable of transportation for months — throughout the entirety of Gold's time onboard. We cannot give a comprehensive definition for the Supreme Court's "practically incapable of transportation" standard. But, in light of Stewart's reaffirmation of West, we at least can say with confidence that a major overhaul that renders a ship unable to self-navigate qualifies for out-of-navigation status. Just like the overhaul in West, the renovation of the 534 rendered her unable to self-navigate. See 361 U.S. at 122, 80 S.Ct. 189. On those facts, summary judgment may lie. See id. (holding the ship out of navigation as a matter of law).
In summary, all of the Supreme Court's indicators of the extensiveness of the overhaul reveal that the 534's conversion warrants out-of-navigation treatment as a matter of law. So too does the 534's conversion warrant out-of-navigation treatment under Stewart's capability-of-transportation standard. All in all, because Gold must have had a substantial connection to a vessel in navigation, and because he had no vessel in navigation upon which to connect, Gold is not a Jones Act seaman in this lawsuit.
The dissent concludes: "[T]he summary judgment evidence establishes the 534 was not practically capable of engaging in transportation at least from the time Gold began working on the ship in December 2012 until the time he last worked aboard the ship in April 2013" — a period of almost five months. Post at 448. That is precisely how we view the evidence: Helix proved conclusively that an overhaul rendered the 534 practically incapable of navigation during Gold's entire time onboard. We therefore disagree not about whether certain evidence is conclusive, but about whether certain conclusive proof satisfies the threshold for summary judgment.
The dissent acknowledges that the overarching in-navigation question hinges on a ship's practical ability to engage in maritime transportation. Post at 445. And the dissent recognizes that Helix proved such inability during Gold's time onboard the 534. Yet the dissent would withhold summary judgment because conclusive proof for this length of time is not proof for a sufficiently "extended period[ ] of time" to remove a vessel from navigation as a matter of law. Post at 451 (quoting Stewart, 543 U.S. at 496, 125 S.Ct. 1118) (internal quotations omitted). Instead, the dissent suggests we must evaluate the ability of the 534 to self-navigate for some longer, yet undefined "relevant time period" extending before and after Gold's time aboard the ship. Post at 445. To do otherwise, the dissent says, would constitute an improper "snapshot" analysis. Post at 448. We disagree on both counts.
First, by implying that nearly five months is not a sufficiently "extended period of time" the dissent's approach effectively elevates the duration of the overhaul (and an inability to self-navigate) to the status of a precondition. Yet no such rule exists. The most the dissent can do is cite Chandris for the proposition that six months of repair work "seems to be a relatively short period of time for important repairs on oceangoing vessels." 515 U.S. at 374, 115 S.Ct. 2172. But the Chandris Court simultaneously left open the possibility of summary judgment for a six-month renovation upon a more developed record. Id. at 375, 115 S.Ct. 2172. Chandris
Nor does Butler v. Whiteman (another case cited by the dissent) support a temporal threshold. 356 U.S. 271, 271, 78 S.Ct. 734, 2 L.Ed.2d 754 (1958) (per curiam). We know very little of the details surrounding the Supreme Court's 1958 per curiam opinion. Though Justice Harlan explained in dissent that the "tug had been withdrawn from navigation because it was inoperable" for at least nine months, he gave no further indication of the work performed (if any) on the watercraft, or whether it had been withdrawn from navigation for minor repairs or for a more extensive conversion process. Id. at 272, 78 S.Ct. 734 (Harlan, J., dissenting). Butler does not explain why the majority identified a jury question, and it does not contain any sweeping rule of law that forecloses summary judgment for conversions lasting less than nine months. After all, if Butler created a nine-month threshold, why would the Chandris Court have left open the possibility of summary judgment for a shorter, six-month repair?
To be sure, the duration of an overhaul (and a ship's corresponding inability to navigate) is a helpful proxy — one of many considerations — for evaluating the overhaul's extent. See Newsom, 2013 WL 12178166, at *1 (listing the duration of repairs as one of six factors). But when we are faced with conclusive proof of a non-routine, major overhaul, West, 361 U.S. at 122, 80 S.Ct. 189, that renders a ship practically incapable of transportation, Stewart, 543 U.S. at 496, 125 S.Ct. 1118, it matters not whether the ship's inability to navigate lasted five months, or six months, or a few years. Not only do we have no precedential basis for saying otherwise, any limit we might impose would be inherently arbitrary.
Second, the dissent suggests that our choice to focus on the period of Gold's onboard employment is inappropriate under the Supreme Court's repudiation of a "snapshot" test. The dissent claims instead that we should evaluate some other, more expansive "relevant period" for the 534's capacity for transportation. We would then find, the dissent says, that Helix failed to prove that the ship lacked propulsion during an extended period before and after Gold came onboard. Ultimately, the dissent's approach misunderstands the "snapshot" dilemma.
Acknowledged first in Chandris, the Supreme Court rejected the validity of a "snapshot" test when evaluating the type of "activity in which a maritime worker was engaged while injured." 515 U.S. at 362-63, 115 S.Ct. 2172. But what is a snapshot? The Court clarified that seaman status must not be evaluated by "inspecting only the situation as it exists at the instant of injury; a more enduring relationship is contemplated in the jurisprudence." Id. (emphasis added and quotations and citations omitted). If a court were to take such a snapshot, it would allow "a worker [to] oscillate back and forth between Jones Act coverage and other remedies depending on" the worker's particular activity. Id. The Court rejected a snapshot analysis again in Stewart — this time in the context of the in-navigation inquiry. 543 U.S. at 495-96, 125 S.Ct. 1118. The Court emphasized the principle that a "watercraft need not be in motion to qualify as a vessel" and observed, "a watercraft [does not] pass in and out of Jones Act coverage depending on whether it was moving at the time of the accident." Id. at 495-96, 125 S.Ct. 1118 (emphasis added and quotations and citations omitted).
Our analysis of Gold and the 534 presents no conceivable snapshot dilemma. As a matter of plain English, it is hard to imagine how observing the 534's status throughout the entirety of Gold's purported
Snapshots aside, no case supports the dissent's contention that we must require conclusive proof of incapacity for transportation throughout some relevant time before and after the claimant's connection to the ship. Instead, Chandris tells a different story. There the Court explained that the connection between a seaman and the vessel in navigation must be "substantial in terms of its duration and its nature." 515 U.S. at 368, 115 S.Ct. 2172. The Court said also that "any time [the claimant] spent with the [ship] while the ship was out of navigation could not count as time spent at sea for purposes of that inquiry." Id. at 373, 115 S.Ct. 2172. We conclude (and the dissent recognizes) simply that the 534 was practically capable of maritime transportation for no time during which Gold could claim a Jones Act connection to the ship. That proof meets the threshold for summary judgment.
Admiralty law is not always a model of clarity — the Jones Act is no exception. Yet we can nevertheless discern one rule of law with confidence: major overhauls that render watercraft practically incapable of transportation are sufficient to remove those crafts from "vessel in navigation" status. As the Supreme Court has said time and again, analyzing that issue will often involve fact questions worthy of jury consideration. But here, absent any such disputes about relevant facts, and faced with conclusive proof above and beyond the threshold for summary judgment, we hold as a matter of law that the 534 was not in navigation and therefore that the Jones Act did not apply during the course of Gold's employment.
Because the court of appeals held otherwise, we reverse, and we reinstate the trial court's summary judgment in favor of Helix.
Justice Johnson filed a dissenting opinion, in which Justice Green, Justice Lehrmann, and Justice Boyd joined.
Justice Johnson, joined by Justice Green, Justice Lehrmann, and Justice Boyd, dissenting.
When reviewing a grant of summary judgment, we consider the evidence in the light most favorable to the nonmovant — in this case, Kelvin Gold — and indulge every reasonable inference and resolve any doubt against the movant — in this case, Helix Well Ops, Inc., Helix Energy Solutions Group, Inc., and Helix Offshore International,
Because Helix failed to meet its burden under the summary judgment standard to prove that the HELIX 534 (the 534) was out of navigation for time periods relevant to dates on which Gold claims to have been injured, I would affirm the judgment of the court of appeals.
The Court reaches its decision based on both summary judgment evidence and, necessarily, inferences from that evidence. The evidence includes deposition testimony from Kelvin Gold and Jason Shropshire, the Director of Contracts and Risk for Helix Energy Solutions Group, Inc.; an affidavit from Shropshire; pictures of the 534 while it was being repaired and converted; pictures of the ship before and after its repair and conversion; various Helix documents referencing Gold; and a printout from Helix's website discussing the 534. For the most part, I agree with the Court's view of what the summary judgment evidence establishes. To review, those matters are set out below.
The 534 was an older drill ship when Helix purchased it for $85 million. It had engine problems and needed major repairs that included removing and replacing old equipment. The ship was towed to the Jurong shipyard in August 2012, where Helix placed it under the shipyard's control for repairs and conversion to a well intervention ship. The work a well intervention ship does and is equipped to do is different from that of a drill ship. The repair and conversion work in the shipyard was supervised by both the shipyard and a Helix representative who was responsible for capital expenditures.
Helix hired crew personnel, including Gold, while the repairs and conversion were ongoing so they could begin familiarizing themselves with the 534. Helix wanted the ship to be ready to work once the repairs and conversion were completed.
Gold was employed by Helix from November 2012 through November 2013. The only ship he worked on while employed by Helix was the 534. He began working on the ship in early December 2012, and worked 28-day "hitches" in December and February, as well as part of a hitch in April. Gold testified that when he worked on the 534, it did not have operable engines, lacked ability for self-propulsion, and was always moored dockside in the
Helix underestimated the extent of necessary repairs and the difficulty of the conversion, as well as the time necessary to accomplish them. Difficulties in obtaining parts, such as engine equipment, also caused the repairs and conversion to take longer and cost more than originally anticipated. The ship was dry-towed to the Galveston shipyard in September 2013. Repair and conversion work "topside" and on the engines continued in Galveston until April 2014, when the work was completed. When the 534 left the Galveston shipyard, it began working as a well intervention ship. The total repair and conversion cost amounted to approximately $115 million.
In Chandris, the Supreme Court recognized that at some point when a ship is temporarily withdrawn from sailing so it can be repaired, the repairs become sufficiently significant such that the vessel is no longer in navigation. 515 U.S. at 373-74, 115 S.Ct. 2172. Likewise, major renovations can take a ship out of navigation even though it will again be used in transportation after the renovations are accomplished. Id. at 374, 115 S.Ct. 2172. The bottom line according to the Court in Chandris: whether a ship undergoing repairs qualifies as a vessel in navigation is a matter of degree. Id. The point where the "degree" is reached — where repairs and modifications move a vessel from one in navigation to one not in navigation — "is normally for the jury and not the court to decide." Id. at 373, 115 S.Ct. 2172.
The facts proved by summary judgment evidence and set out above establish that the 534 was not practically capable of transportation from the time Gold began working on it in December 2012, when he reported his first injury, until early April 2013, when he reported that he aggravated his injury, that is, he was injured a second time, and stopped working on the 534. However, just how long it was not practically capable of transportation before he began work and how long it remained that way after the date he reported his second injury was not conclusively established, despite the Court's position otherwise.
In response to Helix's motion for summary judgment, Gold, in part, referenced Shropshire's deposition testimony. Shropshire testified that the 534 was "not a vessel in navigation or commerce. It was under repair, under conversion." The first statement is the type of subjective, conclusory opinion that the Supreme Court cautioned courts about considering in Lozman v. City of Riviera Beach, 568 U.S. 115, 133 S.Ct. 735, 744, 184 L.Ed.2d 604 (2013). The second statement contains factual information about the 534's condition, but it does not indicate anything about a specific time frame. Shropshire stated in his affidavit that the 534 lacked any ability for self-propulsion and needed the assistance of tugs or tows to be moved. See id. at 741 (lack of self-propulsion is not dispositive but may be a relevant physical characteristic). But he did not specify at what point the components were removed or whether they were lacking to begin with, whether the 534 was without them for the entire time it was in the Jurong shipyard and while Gold was working on the ship, whether they remained lacking after Gold reported his second injury and stopped working on the ship in April 2013, and if
The Court bases its conclusion that the 534 was not in navigation either at the time Gold reported he was injured in December 2012 (the first injury) or in April 2013 (the second injury) on evidence that (1) the propulsive equipment and other components required repair or replacement; (2) the ship was purchased with the express goal of conversion; (3) the 534's function changed; (4) new equipment was added and obsolete equipment was removed; (5) the conversion work took place at the hands of a contractor; (6) the duration of the project was twenty months and cost $115 million; (7) the 534 was out of service for the entire duration of the overhaul; and (8) the 534's conversion rendered the ship practically incapable of transportation for months at a time. Ante at 442.
Items (1) through (5) are factual matters not in dispute. But none of them address the determinative question: was the 534 practically incapable of navigation for some relevant period of time as of each of the two different dates on which Gold claimed to have been injured.
Item (6) references the extensive time and cost to accomplish the conversion, but those facts cover the entire time of repair and conversion and are not limited to a relevant time period surrounding Gold's injury in December and its exacerbation in April. Item (7) is not conclusively established by the evidence, but even if it were, being "out of service" does not equate to being out of navigation. There are many reasons a vessel could be out of service, such as the owner let the crew take extended time off due to a lack of business. The Court would be correct as to item (8) if it said "practically out of service" for months at a time; but being out of service does not equate to being out of navigation, as noted in regard to item (7), and as the Court recognizes in its opinion. Ante at 434 (citing Chandris, 515 U.S. at 373-74, 115 S.Ct. 2172).
As to all of these matters referenced by the Court, it must be remembered that although in a trial a factfinder might infer from them that the 534 was not in navigation for the time periods relevant to Gold's injury dates, this was a summary judgment proceeding. That being so, the inferences flow the other way — against Helix's position that the ship was out of navigation.
Reviewing the summary judgment record in a chronological manner, the first stop is the Court's statement that the 534 "was laid up, taken out of the water, at the time Helix purchased her." Ante at 441. All the evidence as to the ship's status when it was purchased came from Shropshire, who offered the conclusion that it was not in navigation and he "believe[d] it was laid up." But he provided no explanation for what he meant by "laid up," and there is no other summary judgment evidence about what the term means, whether it was out of water, or what the 534's status was before Helix purchased it. Nor did Shropshire testify about facts underlying his "belief," how long he believed the ship had been "laid up," or even whether he believed it had been laid up for lack of work, or because its crew had been laid off, or for repairs or refurbishing of some nature. The 534 could have been laid up for any number of reasons, only some of which would have made it physically and
As to the time after Gold no longer worked on the 534 because of his second claimed injury, there is no factual evidence whatsoever as to the ship's condition. Gold's testimony is as close as the factual summary judgment evidence gets to that time period. But he unquestionably had no knowledge of the 534's physical condition after he stopped working, left the ship, and returned to his home in the United States. And Shropshire did not address the condition of the 534 after the date on which Gold reported that his second injury occurred, except to say the ship was piggybacked to Galveston several months later, in September 2013, where it stayed until it began voyaging in the spring of 2014. The fact that the 534 was "piggybacked" from Singapore to Galveston in September might support an inference by a factfinder in a trial that the 534 was not practically capable of sailing when that piggyback transfer occurred. But the same inferences cannot be drawn in support of the summary judgment motion. Its being piggybacked is not evidence that it was physically incapable of sailing and transporting on its own. Again, properly applied in the summary judgment context, inferences must be drawn against the conclusion that the 534 was out of navigation after Gold last worked; that is, the inference that must be applied is that it became physically capable of navigation shortly after Gold last worked on it in April, regardless of whether it actually sailed or was in navigation. Similarly, as to the time the repairs and conversion were being completed in the Galveston shipyard, Shropshire's testimony that he "believed" some work on the topside had to be finished and that there were some generator issues might support an inference by a factfinder in a trial that the 534 was physically incapable of sailing during that time. But that inference cannot be drawn in support of a summary judgment.
To reiterate, inferences that might be made in favor of the position of a movant for summary judgment do not substitute for evidence, nor will they support a summary judgment. To the contrary, all inferences must be drawn against the position argued for by a movant for summary judgment. Buck v. Palmer, 381 S.W.3d 525, 527 (Tex. 2012).
All that having been said, I agree with Helix that the summary judgment evidence establishes the 534 was not practically capable of engaging in transportation from the time Gold began working on the ship in December 2012 until the time he last worked aboard it in April 2013. Gold's testimony was clear about that. However, determination of in navigation vessel status is not made by considering only what a watercraft was doing or what was happening on it at a particular day or time by means of a "snapshot" look at the circumstances. Stewart, 543 U.S. at 483, 495, 125 S.Ct. 1118 (citing Chandris, 515 U.S. at 373-74, 115 S.Ct. 2172). The Court recognizes this and says that its view of the evidence does not present a "snapshot" problem. Ante at 443. I disagree.
Neither seaman status nor vessel in navigation status can be evaluated by "inspecting only the situation as it exists at the instant of injury" because "a more enduring relationship is contemplated in the jurisprudence." Chandris, 515 U.S. at 363, 115 S.Ct. 2172. And in explaining what the "in navigation" requirement means in relation to the determination of whether a
Given that guidance, the question in this case boils down to evidence about how long before the date of Gold's December injury the 534 was not practically capable of navigation, if it was not; and how long after the date of his April injury the 534 was not practically capable of navigation, if it was not. The evidence of neither is conclusive. To be more pointed, it is nonexistent, even without inferences being drawn against Helix as required in summary judgment proceedings. Shropshire's testimony is closest to being some evidence, but the best he could testify to regarding when the engines were removed from the 534 was "early on." That could have meant in December, just before Gold started work. Shropshire did not elaborate, either in his deposition or in his affidavit in support of Helix's motion for summary judgment. Neither did he testify about the condition of the 534 during the time immediately after the date on which Gold claims to have been injured in April 2013. So, if a reasonable period of time extends beyond more than a few days before Gold's first claimed injury in December or a few days after his second claimed injury in April, then the evidence simply was not conclusive that the 534 was out of navigation within the meaning of the Jones Act as to both the December injury and the April injury.
So, what is a "relevant" time frame for purposes of the question before us? Even though the Supreme Court has not articulated a specific time frame to be applied in determining if a ship is out of navigation, it has noted that six months of repair work "seems to be a relatively short period of time for important repairs on oceangoing vessels." Chandris, 515 U.S. at 374, 115 S.Ct. 2172. In Chandris, the Court compared the entire length of time a ship underwent repairs in several different cases, citing McKinley v. All Alaskan Seafoods, Inc., 980 F.2d 567, 571 (9th Cir. 1992) — where a repair period of seventeen months and involving major structural changes took the vessel out of navigation — and Wixom v. Boland Marine & Manufacturing Co., 614 F.2d 956 (5th Cir. 1980) — where the repair project lasted three years. 515 U.S. at 374-75, 115 S.Ct. 2172.
In Chandris, as with the case before us, there was "relatively little evidence" bearing on the ship's status during the repairs. Id. at 374, 115 S.Ct. 2172. The Court concluded "it is possible that Chandris could be entitled to partial summary judgment or a directed verdict concerning whether the [ship] remained in navigation while in drydock; the record, however, contain[ed] no stipulations or findings by the District Court to justify its conclusion that the modifications to the [ship] were sufficiently extensive to remove the vessel from navigation as a matter of law." Id. at 375, 115 S.Ct. 2172. The point in Chandris is not that six months of repairs is always either a sufficient or an insufficient time period to prove that a ship is not a vessel in navigation as a matter of law. Rather, Chandris advances the principle that determination of a vessel's status is not to be removed from the jury where there is "relatively little evidence" on the vessel's status during the repairs, despite there being evidence that the repairs are "actually quite significant." Id. at 374-75, 115 S.Ct. 2172.
The Court relies on West v. United States, which concerned a worker injured on the S.S. Mary Austin, a ship that had been "in total deactivation for several years" and whose pipes, boilers, and tanks had been completely drained. 361 U.S. 118, 119, 80 S.Ct. 189, 4 L.Ed.2d 161 (1959). The ship was ordered reactivated, and a contractor was hired to prepare the ship for sea duty. Id. The contractor was charged with "cleaning and repairing all water lines, replacement of all defective or missing plugs and other parts, and the testing of all lines before closing and placing them in active operating condition." Id. The contractor had complete responsibility for and control over the repairs. Id. The United States placed a crew of six men on board to serve solely as inspectors. Id. at 119-20, 80 S.Ct. 189. The Mary Austin was towed to the contractor's repair docks in Philadelphia and turned over for performance of the repair contract. Id. at 120, 80 S.Ct. 189. One of the contractor's shore-based employees was injured while working aboard the ship and sued. Id.
The Supreme Court affirmed the trial court's denial of recovery, holding that the Mary Austin was not in maritime service because it was undergoing major repairs and complete renovation. Id. at 122, 80 S.Ct. 189. The Court relied on the following facts: (1) "for several years, the Mary Austin was withdrawn from any operation whatever while in storage with the `moth-ball fleet'"; (2) the water had been drained and an antirust preservative was injected into the ship's water system; (3) the ship was towed to Philadelphia for the specific purpose of delivery to the contractor to render her seaworthy; (4) the representation of the repair contract specifications was that the ship was not seaworthy for a voyage and "the major repairs called for therein would be necessary before one would be undertaken"; (5) the sole purpose of the ship's being at the contractor's repair dock was to make it seaworthy; (6) the totality of the repairs "included compliance with the hundreds of specifications in the contract calling for the repairing, reconditioning, and replacement, where necessary, of equipment so as to make fit all the machinery, equipment, gear, and every part of the vessel." Id. at 120-21, 80 S.Ct. 189. Additionally, the contractor was in control of the repairs rather than the shipowner. Id. at 122, 80 S.Ct. 189. The repairs were not simply minor ones, nor even significant ones. They were "a complete overhaul of such nature, magnitude, and importance as to require the vessel to be turned over to a ship repair contractor and docked at its pier for the sole purpose of making her seaworthy." Id.
Here, there is no evidence of how long the 534 had been "laid up" — whatever Shropshire meant by that characterization — when Helix purchased it. There certainly was not evidence the 534 had been out of navigation for several years, or even months. Nor was there evidence, for example, that its water system had been drained before Helix purchased it.
The same is true for McKinley v. All Alaskan Seafoods, Inc., which the Court references. 980 F.2d at 567. In that case, the movant for summary judgment presented evidence detailing the work done on the ship, which the court summarized, then noted that its summary did not "fairly reflect the magnitude of the reconstruction." Id. at 570-71. Additionally, McKinley was decided on "whether the vessel has been placed in navigation for its intended
In contrast to West and McKinley, the evidence Helix presented lacks details as to the status of the 534, the pattern of the repairs, and the extensive nature of the work contracted to be done. See West, 361 U.S. at 122, 80 S.Ct. 189; see also McKinley, 980 F.2d at 570-71.
Finally, in Chandris, the Court favorably cited Butler v. Whiteman, in which the Court reversed a judgment of the court of appeals affirming a directed verdict for the owner of a tugboat in a case brought under the Jones Act by the widow and children of an employee that drowned. Chandris, 515 U.S. at 373-74, 115 S.Ct. 2172 (citing Butler v. Whiteman, 356 U.S. 271, 271, 78 S.Ct. 734, 2 L.Ed.2d 754 (1958)). In a per curiam opinion without discussion of the facts of the case, the Court held, in part, that the trial evidence presented a fact question regarding whether the tug was in navigation. Butler, 356 U.S. at 271, 78 S.Ct. 734. Justice Harlan, in dissent, addressed the condition of the tug in brief fashion. He concluded that for some months before the decedent's death the tug had been withdrawn from navigation because it was inoperable. Id. at 272, 78 S.Ct. 734 (Harlan, J., dissenting). As to the underlying facts, he said only that when the decedent died the boat was undergoing rehabilitation in preparation for a Coast Guard inspection. Id. The court of appeals elaborated on facts concerning the boat's condition little more than did Justice Harlan. Harris v. Whiteman, 243 F.2d 563, 564 (5th Cir. 1957). Its opinion stated only that the tug was "a `dead ship' on which no steam had been raised during the year 1953 and which had no Coast Guard certificate permitting it to operate" at the time the decedent drowned in October 1953. Id.
The evidence presented in this case is similar to that in Butler, meaning that the evidence only establishes that the 534 was inoperable for some months. It fails to conclusively establish that the 534 was practically incapable of transportation for the days and weeks before the December date on which Gold claims to have been injured, or the days and weeks after the date on which he claims to have been injured in April.
The Court states that focusing on a time element elevates the duration of the repairs and conversion to the "status of a precondition." Ante at 442. I disagree. There certainly is not a rule requiring a particular duration of repair or conversion work before a court may grant summary judgment on the vessel in navigation issue. But the focus must be on whether a ship's capability to be used as a means of transportation "is a practical possibility or merely a theoretical one," over an "extended period[] of time." Stewart, 543 U.S. at 496, 125 S.Ct. 1118. The Court correctly points out that the Supreme Court left open the possibility for summary judgment for the shipowner in Chandris when a six-month renovation was involved. Ante at 442. But in Chandris the Court also explained that repairs or work on a ship must be sufficiently significant in both magnitude and duration that a reasonable person could only conclude that it was out of navigation at the time of injury. Chandris,
I agree with the court of appeals that the trial court erred in granting summary judgment for Helix. I would affirm its judgment.