Comparative Negligence Jury Instruction
IN THE SUPREME COURT OF APPEALS OF WEST VIRGINIA
January 1996 Term
_____________
No. 23082
_____________
BETTY WALTERS,
Plaintiff Below, Appellant
v.
FRUTH PHARMACY, INC.,
Defendant Below, Appellee
__________________________________________________________________
Appeal from the Circuit Court of Wayne County
Honorable Robert G. Chafin, Judge
Civil Action No. 92-C-360
AFFIRMED
__________________________________________________________________
Submitted: April 30, 1996
Filed: June 13, 1996
Kenneth P. Hicks, Esq.
Huntington, West Virginia
Attorney for the Appellant
Michael J. Farrell, Esq.
Charlotte A. Hoffman, Esq.
Farrell & Farrell, L.C.
Huntington, West Virginia
Attorneys for the Appellee
The Opinion of the Court was delivered PER CURIAM.
SYLLABUS BY THE COURT
1. "The formulation of jury instructions is within the broad discretion of
a circuit court, and a circuit court's giving of an instruction is reviewed under an abuse of
discretion standard. A verdict should not be disturbed based on the formulation of the
language of the jury instructions so long as the instructions given as a whole are accurate and
fair to both parties." Syllabus Point 6, Tennant v. Marion Health Care Foundation, Inc., 194
W. Va. 97, 459 S.E.2d 374 (1995).
2. "'Instructions must be read as a whole, and if, when so read, it is
apparent they could not have misled the jury, the verdict will not be disturbed, through [sic]
one of said instructions which is not a binding instruction may have been susceptible of a
doubtful construction while standing alone.' Syl. Pt. 3, Lambert v. Great Atlantic & Pacific
Tea Company, 155 W. Va. 397, 184 S.E.2d 118 (1971). Syllabus Point 2, Roberts v. Stevens
Clinic Hospital, Inc., 176 W. Va. 492, 345 S.E.2d 791 (1986). Syllabus Point 3, Lenox v.
McCauley, 188 W. Va. 203, 423 S.E.2d 606 (1992)." Syllabus Point 6, Michael on Behalf
of Estate of Michael v. Sabado, 192 W. Va. 585, 453, S.E.2d 419 (1994).
Per Curiam:
Betty Walters appeals a jury verdict in the Circuit Court of Wayne County
finding Fruth Pharmacy, Inc. not liable for the injuries she suffered when she slipped and fell
on an oil puddle in Fruth's parking lot. On appeal, Ms. Walters argues that the circuit court
erred in the instructions given to the jury. Because we find that when the jury instructions
are considered as a whole, Ms. Walters' assignments of error are without merit, we affirm
the decision of the circuit court.
I.
FACTS AND BACKGROUND
At shortly after noon on July 3, 1991, Ms. Walters slipped and fell on an oil
puddle in Fruth Pharmacy's parking lot in Huntington, Wayne County, West Virginia.
Earlier on July 3, 1991 before the store opened, David Jenkins, the manager of Fruth, swept
the parking lot. At about 11:00 a.m., he again surveyed the parking lot. Mr. Jenkins testified
that he did not see any oil spills on either occasion. At about 12:15, Ms. Walters, who had
parked her automobile in an adjacent lot, accompanied her sister to Fruth. Ms. Walters, who
had earlier had hip replacement surgery, testified that she was paying particular care walking
across Fruth's parking lot. Ms. Walters testified that she was looking straight ahead and did
not see the oil spill until she slipped and fell.
Ms. Walters was not using the cane or shoes that had been recommended by
her orthopedic surgeon. Ms. Walters and Mr. Jenkins both testified that the oil spill
consisted of a black, shiny puddle about one foot in diameter. Mr. Jenkins testified that in
his experience, a shiny oil spill indicated that the spill was fresh. Mr. Jenkins testified that
oil spills regularly occur in the parking lot, and he and his employees routinely check the
parking lot for them. After Mr. Jenkins found Ms. Walters on the ground in the oil puddle,
Mr. Jenkins called for an ambulance that transported Ms. Walters to an emergency room.
Ms. Walters required extensive hospitalization for her broken leg.
After Ms. Walters was taken to the hospital, Mr. Jenkins spread some cat litter
to soak up the oil, his usual procedure for parking lot oil spills. The accident was witnessed
by Ms. Walters' sister, who is now deceased, and by two gentlemen; however, no witnesses
other than Ms. Walters and Mr. Jenkins testified concerning the accident.
At the close of the evidence, both parties submitted jury instructions. Ms.
Walters' lawyer objected to Defendant's Instruction Nos. 5 and 9. Defendant's Instruction
No. 5 was given without amendment and Defendant's Instruction No. 9 was given as
amended. Both parties also proffered instructions regarding comparative negligence, which
were given by the circuit court. The comparative negligence instructions directed the jury
that, in the event they found negligence by Fruth, they were to examine Ms. Walters' conduct
for contributory negligence that was to be compared with Fruth's negligence. The verdict
form, consisting of six (6) questions, complied with the comparative negligence instructions.
Following the standard charge and the jury instructions, the jury withdrew.
Thereafter, the jury sent a note to the circuit court requesting to see the instructions. The
circuit court reread the instructions rather than providing copies to the jury. After less than
two hours of deliberations, the jury returned a verdict. Using the special verdict form, the
jury answered "no" to the initial question, "Was the defendant, Fruth Pharmacy,
Incorporated, guilty of any negligence?" As directed by the instructions, the jury did not
answer any of the other questions. Based on the jury verdict on June 25, 1993, the circuit
court entered a judgment order against Ms. Walters.
Ms. Walters, contending that she was prejudiced by erroneous and confusing
instructions regarding comparative negligence, appealed to this Court.
II.
JURY INSTRUCTIONS
The only issue on appeal concerns jury instructions. Specifically, Ms. Walters
alleges that Defendant's Instruction No. 9 misapplied our rule on comparative negligence and
that Defendant's Instruction No. 5 is confusing concerning the burden of proof. Ms. Walters
maintains that Defendant's Instruction No. 9 incorporated the disregarded doctrine of
contributory negligence. Defendant's Instruction No. 9 states:
The law of West Virginia provides that a merchant such as
Fruth Pharmacy has a duty to keep its parking lot premises safe
only as to defects or conditions which are not known to the
customer and would not be observed by her in the exercise of
ordinary care.
If the jury believes from the preponderance of the evidence
that Betty Walters slipped on an oil spot and that the oil spot
was not hidden from her and should have been observed by her
in the exercise of ordinary care, then you may find that her
conduct caused the fall and your verdict may be for Fruth
Pharmacy.
Burdette v. Burdette, 147 W. Va. 313, 127 S.E.2d 249, 252
(1962).
Ms. Walters also contends that the trial court gave inconsistent instructions on
who must prove negligence. Ms. Walters notes that Defendant's Instruction No. 5 says that
"the burden of proof is always upon the plaintiff for all three phases of the case," and that
Plaintiff's Instruction No. 8 says that "the defendant . . .[has] to prove negligence on the part
of the plaintiff."
Recently in Syl. pt. 6 of Tennant v. Marion Health Care Foundation, 194 W.
Va. 97, 459 S.E.2d 372 (1995), we stated:
The formulation of jury instructions is within the broad
discretion of a circuit court, and a circuit court's giving of an
instruction is reviewed under an abuse of discretion standard.
A verdict should not be disturbed based on the formulation of
the language of the jury instructions so long as the instructions
given as a whole are accurate and fair to both parties.
In accord Syl. pt. 6, Voelker v. Frederick Business Properties Company, 195 W. Va. 246,
465 S.E.2d 246 (1995). Because of the broad discretion granted to the circuit court in the
formulation of jury instructions, we apply an abuse of discretion standard in this case. In
addition, non-binding jury instructions are not considered in isolation, but, rather, we
consider whether "the instructions given as a whole are accurate and fair to both parties." Id.
We have long held that "doubtful construction" of one non-binding instruction is insufficient
to disturb a verdict. Syl. pt. 3, Lambert v. Great Atlantic & Pacific Tea Co., 155 W. Va. 397,
184 S.E.2d 118 (1971), states:
Instructions must be read as a whole, and if, when so read, it
is apparent they could not have misled the jury, the verdict will
not be disturbed, through [sic] one of said instructions which is
not a binding instruction may have been susceptible of a
doubtful construction while standing alone.
In accord Syl. pt. 7, Voelker v. Frederick Business Properties Company, supra; Syl. pt. 7,
Tennant v. Marion Health Care Foundation, supra; Syl. pt. 6, Michael on Behalf of Estate
of Michael v. Sabado, 192 W. Va. 585, 453 S.E.2d 419 (1994); Syl. pt. 3, Lenox v.
McCauley, 188 W. Va. 203, 423 S.E.2d 606 (1992); Syl. pt. 2, Roberts v. Stevens Clinic
Hospital, Inc., 176 W. Va. 492, 345 S.E.2d 791 (1986).
In the case sub judice, Defendant's Instruction No. 9, although drawn from
Burdette v. Burdette, supra, a suit involving an injured invitee that was decided before this
Court adopted comparative negligence in Bradley v. Appalachian Power Co., 163 W. Va.
332, 256 S.E.2d 879 (1979), does not instruct the jury on the doctrine of comparative
negligence. Fruth argues Defendant's Instruction No. 9 was meant to describe its duty
toward invitees and what constituted a breach of those duties. Fruth points out that the
doctrine of comparative negligence was explained in Plaintiff's Instruction No. 9 and
Defendant's Instruction No. 13.
In Bradley v. Appalachian Power Co., 163 W. Va. at 342-43, 256 S.E.2d at
885, we stated:
The requirements of proximate cause have not been altered by
the new rule. Consequently, before any party is entitled to
recover, it must be shown that the negligence of the defendant
was the proximate cause of the accident and subsequent injuries.
The same is true of contributory fault or negligence. Before it
can be counted against a plaintiff, it must be found to be the
proximate cause of his injuries.
When we consider Defendant's Instruction No. 9 in light of all the jury
instructions given in this case, we find no merit to Ms. Walters' alleged error concerning
confusion with or a return to the doctrine of contributory negligence. Although we find no
merit in Ms. Walters' assignment of error concerning this instruction, we caution against
interpreting this conclusion as an endorsement of this instruction because other objections
could have been presented to the circuit court and to this Court, and these other concerns are
not addressed herein.
In his objection to Defendant's Instruction No. 5, counsel for Ms. Walters
specifically objected to the first two sentences arguing that these two sentences were
inconsistent with Fruth's burden under comparative negligence to prove Ms. Walters'
negligence. Plaintiff's Instruction No. 8, which was given, places the burden for an
allegation of negligence by Ms. Walters on Fruth.
In Tennant v. Marion Health Care Foundation, Inc., 194 W. Va. at 116 n.25,
459 S.E.2d at 393 n.25, we said:
On appeal, the question of whether a jury has been properly
instructed is to be determined not upon consideration of a single
paragraph, sentence, phrase, or word, but upon the charge as a
whole.
For support, Ms. Walters refers to Syl. pt. 8, John D. Stump & Associates, Inc.
v. Cunningham Mem. Park, Inc., 187 W. Va. 438, 419 S.E.2d 699 (1992), which finds
reversal error in giving inconsistent jury instructions. However, John D. Stump & Associates
Inc. v. Cunningham Mem. Park, Inc. is factually distinguishable because in this case the
instructions are not inconsistent.
Although we agree that when considered in isolation Defendant's Instruction
No. 5 has the potential for confusing the jury and should be avoided because of the potential
confusion, and because Defendant's Instruction No. 5 must be considered in combination
with the other instructions, we find that any question the jury may have had about who has
the burden of proof is adequately answered. We strongly caution against giving jury
instructions that have the potential for confusion, even though an instruction is not
considered in isolation, because in a given case, the other instructions may not be sufficiently
clear to ameliorate any confusion created by a poorly worded instruction.
Based on our examination of the record and our reading of the jury instructions
as a whole, we find that the circuit court did not abuse its discretion in giving Defendant's
Instruction Nos. 9 and 5.
For the above stated reasons, we affirm the order of the Circuit Court of Wayne
County.
Affirmed.
1. 1During oral argument, counsel for Ms. Walters argued that Defendant's Instruction No.
9 did not accurately portray the duty owed by Fruth to Ms. Walters, an invitee. See
Cavender v. Fouty, 195 W. Va. 94, 464 S.E.2d 736 (1995)(per curiam) and Miller v.
Monongahela Power Co., 184 W. Va. 663, 403 S.E.2d 406, cert. denied, 502 U.S. 863, 112
S.Ct. 186, 116 L.Ed.2d 147 (1991) for a discussion of the duty owed to invitees.
We decline to address the issue of where the instruction correctly stated the duty owed
to an invitee because it was not argued in Ms. Walters' brief, and the objection at trial,
although general, referred the circuit court to Ms. Walters' concerns about a confusion
between comparative and contributory negligence. See Syl. pt. 2, Dawson v. Casey, 178 W.
Va. 717, 364 S.E.2d 43 (1987) (per curiam), citing, Syl. pt. 4., Nesbitt v. Flaccus, 129 W.
Va. 65, 138 S.E.2d 859 (1964) (required counsel with objections to jury instructions to state
"distinctly the matter to which he objects and the grounds of his objection").
2. 2In its entirety, Defendant's Instruction No. 5 states:
Fruth Pharmacy does not have any burden to prove that it was
without negligence in this case. On the contrary, the burden of
proof is always upon the plaintiff for all three phases of the
case. Plaintiff must prove, by a preponderance of the evidence
that Fruth Pharmacy was negligent. If plaintiff proves that Fruth
Pharmacy was negligent, she must also prove that the
negligence proximately caused the fracture of the left leg. Even
if the jury believes that a fracture occurred as a result of
negligence, plaintiff must also prove that the alleged present
inability to walk resulted from the July 3, 1991 fall rather than
other causes
before damages can be awarded for an inability to walk. If the plaintiff fails to meet her
burden on negligence or causation, you may return a verdict in favor of Fruth Pharmacy in
accordance with these instructions.
Although Ms. Walters' brief cites to the record for a discussion of the defendant's duty,
Plaintiff's Instruction No. 8 discusses the "duty of the defendant. . . to prove negligence on
the part of the plaintiff." In its entirety, Plaintiff's Instruction No. 8 states:
The defendant has asserted that plaintiff was herself negligent
in this case. The Court instructs that you are to presume that
plaintiff exercised ordinary and reasonable care in walking in
defendant's parking lot. It is the burden of the defendant to
rebut this presumption and prove negligence on the part of the
plaintiff.
See Addair v. Bryant, [168 W. Va. 306] 284 SE 2nd [sic] 374
(Wv [sic] 1981).
3. 3Plaintiff's Instruction No. 9 states:
The Court instructs to the jury that if you find from a
preponderance of the evidence in this case that the Defendant
failed to exercise such care and caution as an ordinary, prudent
and reasonable person would have exercised in the same or
similar circumstances, conditions and surroundings; and if you
further believe from a preponderance of the evidence in this
case that Plaintiff's failure to exercise ordinary care proximately
contributed to her injuries, then you may find that the Plaintiff
is guilty of contributory negligence, and then you must perform
a further task.
Under West Virginia law, if a Plaintiff is guilty of contributory
negligence which proximately caused or contributed to the
Plaintiff's injuries, and if a Defendant is guilty of negligence
which also caused or contributed thereto, then the jury must
apportion their respective negligence, that is to compare
percentage-wise the contributory negligence of the Plaintiff to
the negligence of the Defendant and assign a percentage figure
to their negligence and contributory negligence.
The sum of negligence of all the parties to a given
accidentcannot [sic] exceed 100%. If you find from a
preponderance of the evidence after having assigned a
proportion or degree of total negligence, if any, among the
parties, that the Plaintiff was herself guilty of contributory
negligence which proximately caused or contributed to her
injuries, and that such negligence or fault on the part of the
Plaintiff equalled [sic] or exceeded the negligence, if any, of the
Defendant, then you must find for the Defendant, and you may
not under such circumstances award the Plaintiff any damages.
If, however, the jury believes from a preponderance of all the
evidence presented in the case, after having assigned the
proportion or degree of the total negligence, if any, among the parties, that the Plaintiff was
guilty of contributory negligence which proximately caused or contributed to her injuries,
you may nonetheless find for the Plaintiff and against the Defendant, if you further likewise
find that the negligence of the Defendant which proximately caused or contributed to the
injuries exceeded or was greater than the negligence of the Plaintiff.
The jury shall indicate of [sic] the verdict sheet which shall be
provided by the Court the proportion or degree of contributory
negligence, if any, of the plaintiff [sic], and the negligence, if
any, of the Defendant which proximately caused or contributed
to the injuries of the Plaintiff, if any, in such a way to show that
the total negligence of both of them to equal 100%.
Defendant's Instruction No. 13 states:
The law of West Virginia provides that a jury shall assign a
percentage of negligence or fault to each person who caused or
contributed to the alleged injuries.
Negligence or fault is an action or failure to act as a reasonable
person would act in the same or similar situation.
If you find from a preponderance of the evidence that Fruth
Pharmacy reasonably inspected the parking lot by and through
the actions of David Jenkins, its manager, then you may find
that Fruth Pharmacy was not negligent and, therefore, is entitled
to a verdict in its favor.
However, if you find from a preponderance of the evidence
that Fruth Pharmacy was negligent, then you must also assess
the negligence, if any, of Betty Walters. If you conclude that
Betty Walters received and failed to follow an instruction given
to her by Dr. Kyle Hegg regarding use of a cane when waking
and that her failure to obey the instruction and failure to use a
cane on July 3, 1991 in the parking lot was negligent, then you may assign a percentage of negligence to Betty Walters which accurately reflects her
responsibility for her own injuries.
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