Opinion Number: 1998-NMSC-028
Filing Date: August 25, 1998
Docket No. 24,674
DELMA JOYCE BROOKS,
Plaintiff-Appellant,
v.
K-MART CORPORATION,
Defendant-Appellee.
CERTIFICATION FROM THE NEW MEXICO COURT OF APPEALS
James L. Shuler, District Judge
Jeffrey B. Diamond, P.A.
Jeffrey B. Diamond
Carlsbad, NM
Heidel, Samberson, Newell & Cox
Michael Newell
Lovington, NM
for Appellant
Butt, Thornton & Baehr, P.C.
John A. Klecan
Emily A. Franke
Albuquerque, NM
for Appellee
MINZNER, Justice.
{1}
Plaintiff-Appellant Delma Joyce Brooks appeals from a
jury verdict and judgment entered in favor of Defendant-Appellee K-Mart Corporation. Brooks contends that the trial
court committed reversible error in its instruction of the
jury. We conclude that the trial court did not err. We,
therefore, affirm the jury's verdict and the judgment of the
trial court.
{2}
Brooks visited a K-Mart store in Carlsbad, New Mexico,
on December 26, 1991, with the intention of shopping. Upon
her entrance into the store, Brooks attempted to obtain a
shopping basket and, in dislodging it from other baskets,
slipped and hit her head. Brooks was hospitalized for seven
days as a result of the injuries she suffered from the fall.
{3}
Brooks then filed a negligence suit against K-Mart in
district court on December 9, 1994. Brooks alleged that the
floor was wet and that the water caused her fall. She also
alleged that K-Mart knew or should have known of the
presence of the water on the floor prior to her fall.
{4}
Following a trial on the merits, the district court
instructed the jury on K-Mart's duty to Brooks as follows:
The owner of the premises is not the
insurer of the safety of visitors, but
does owe a visitor the duty to use
ordinary care to keep the premises safe
for visitors' use. This applies whether
or not the dangerous condition is
obvious. In performing this duty, the
owner is charged with knowledge of any
condition on the premises of which the
owner had knowledge [sic] had it made a
reasonable inspection of the premises or
which was caused by the owner or its
employees.
Because the trial court's instruction modified an applicable
uniform jury instruction, Brooks objected to it at trial.
After a jury verdict in K-Mart's favor, Brooks moved for
judgment notwithstanding the verdict or for a new trial
based on the instruction given to the jury. Brooks objected
to the language instructing the jury that "[t]he owner of
the premises is not the insurer of the safety of visitors."
Brooks contended that this language confused the jury about
K-Mart's duty to Brooks and injected outmoded notions of
contributory negligence into the trial. The district judge,
denying the motion, entered judgment in favor of K-Mart.
Brooks subsequently appealed to the Court of Appeals, which
certified the appeal to this Court as a matter of
substantial public interest. The trial court's modification
to the uniform jury instruction forms the sole basis of
Brooks' appeal.
{5}
This Court has approved a uniform jury instruction for
use in negligence actions involving a slip and fall. See
UJI 13-1318 NMRA 1998. At the time Brooks filed her suit
against K-Mart, the instruction read as follows:
The defendant was not an insurer of the
safety of the plaintiff, but [he] [she]
did owe [him] [her] the duty to exercise
ordinary care to keep [his] [her]
premises in a safe condition for the
plaintiff's use. In performing this
duty, the defendant had the duty to make
reasonable inspections of the premises
and the duty to exercise ordinary care
to correct, or to warn the plaintiff of
the presence of, any dangerous condition
existing on the premises, of which [he]
[she] had knowledge or of which [he]
[she] would have had knowledge had [he]
[she] performed the duty of reasonable
inspection. A dangerous condition, as
used herein, means a condition which a
person exercising ordinary care would
foresee as being likely to cause injury
to one exercising ordinary care for
[his] [her] own safety.
UJI 13-1318 NMRA 1996 (prior to 1996 amendment). However,
prior to trial, we approved an amendment of UJI 13-1318 to
its current form, which states:
An [owner] [occupant] owes a visitor the
duty to exercise ordinary care to keep
the premises safe for visitor's use.
[This duty applies whether or not a
dangerous condition is obvious.] [In
performing this duty, the [owner]
[occupant] is charged with knowledge of
any condition on the premises [of which
the [owner] [occupant] would have had
knowledge had [he] [she] [it] made a
reasonable inspection of the premises]
[or] [which was caused by the [owner]
[occupant] or [his] [her] [its]
employees].]
UJI 13-1318 NMRA 1998 (effective for cases filed on or after
March 1, 1996).
{6}
The trial court's instruction represents a hybrid of
the two versions of UJI 13-1318, deriving the first clause
of the first sentence of the instruction from the former
version of UJI 13-1318 and drawing the remainder from the
amended version of UJI 13-1318. Brooks argues that the
trial court's instruction should have consisted entirely of
the amended version of UJI 13-1318. We disagree.
{7}
Our Rules of Civil Procedure require district courts to
utilize an applicable uniform jury instruction (UJI) if a jury should be instructed on the subject of the UJI. Rule
1-051(F) NMRA 1998. When a current UJI applies, this Court
has approved the trial court departing from the instruction
under appropriate circumstances. See Dunleavy v. Miller,
116 N.M. 353, 363, 862 P.2d 1212, 1222 (1993) (affirming a
judgment entered on a jury's verdict, even though the trial
court had declined to give a uniform jury instruction on
sudden emergency). In Dunleavy, we withdrew the UJI on
sudden emergency from use, because we held that "the
instruction is unnecessary, confusing, and likely to
emphasize one party's theory of the case." Id. Our rules
provide for deviation in more general terms. The district
court may deviate from the UJI only if "under the facts or
circumstances of the particular case the published UJI Civil
is erroneous or otherwise improper, and the trial court so
finds and states of record its reasons." Rule 1-051(D). If
the current, amended version of UJI 13-1318 applied in this
case, we would ask whether the amended version of the UJI
improperly characterized the law of this State as it applied
to the facts of this case and whether it was necessary and
proper for the trial judge to modify the amended version of
UJI 13-1318. Because we so recently amended UJI 13-1318 to
conform to current New Mexico law, and absent findings by
the trial court justifying departure from the UJI, we would
likely agree that the trial court should have given the
amended UJI without modification. See Jewell v. Seidenberg,
82 N.M. 120, 123, 477 P.2d 296, 299 (1970) (stating that
"failure to give a mandatory instruction constitutes
error"). Though likely error, such a modification of a UJI
would not necessarily require reversal. See Rule 1-061 NMRA
1998 (directing that any error not causing prejudice to the
substantial rights of a party shall be disregarded); Jewell,
82 N.M. at 123-24, 477 P.2d at 299-300 (requiring proof of
prejudice to substantial rights for modification of uniform
jury instruction to constitute reversible error, instead of
adopting a presumption of prejudice, and stating that now-Rule 1-051 "did not intend to place form above substance").
Compare First Nat'l Bank v. Sanchez, 112 N.M. 317, 322, 815
P.2d 613, 618 (1991) (concluding that an incorrect statement
of the law on an important aspect of damages constituted
reversible error), with Sutherlin v. Fenenga, 111 N.M. 767,
772, 810 P.2d 353, 358 (Ct. App. 1991) (concluding that
failure to give instruction was harmless error because
substance of instruction was sufficiently similar to an
instruction actually given), and McCarson v. Foreman, 102
N.M. 151, 158-59, 692 P.2d 537, 544-45 (Ct. App. 1984)
(concluding that a minor deviation from uniform jury
instruction was harmless error due to absence of prejudice).
However, when this Court amended UJI 13-1318, we made the
amendment effective for cases filed in the district courts
on or after March 1, 1996. Because Brooks filed her claim
on December 9, 1994, we conclude that the former version of
UJI 13-1318, to the extent that it accurately represented
New Mexico law, applied in this case.
{8}
Nonetheless, as the district court recognized and as
outlined in the committee commentary to UJI 13-1318, the
former version of UJI 13-1318, applicable in Brooks' case,
did not accurately represent New Mexico law at the time the
district court instructed the jury. Prior to Brooks' filing
of her suit against K-Mart, this Court decided in Klopp v.
Wackenhut Corp., 113 N.M. 153, 157, 824 P.2d 293, 297
(1992), that the principle of comparative negligence
requires that an owner of premises not be relieved of
liability for injuries resulting from open and obvious
dangers. "Simply by making hazards obvious to reasonably
prudent persons, the occupier of premises cannot avoid
liability to a business visitor for injuries caused by
dangers that otherwise may be made safe through reasonable
means." Id. As a result, to the extent that UJI 13-1318
conflicted with Klopp, see Klopp, 113 N.M. at 158 n.2, 824
P.2d at 298 n.2 (disapproving the definition of dangerous
condition contained in the former version of UJI 13-1318),
it was not a proper instruction for the jury in this case.
See Rule 1-051(B); Vigil v. Miners Colfax Med. Ctr., 117
N.M. 665, 670, 875 P.2d 1096, 1101 (Ct. App. 1994) (stating
that jury instructions must "fairly present the issues and
the applicable law"). Thus, we believe the district court
properly attempted to reconcile the former version of UJI
13-1318 with Klopp in order to accurately instruct the jury
regarding New Mexico law.
{9}
Brooks argues that the district court's instruction to
the jury, although including the language in the current
version of UJI 13-1318 with respect to obvious dangers
consistent with Klopp, continued to be inconsistent with the
reasoning of Klopp. She contends that the instruction, by
stating that an owner is not an insurer of its visitors,
introduced concepts of contributory negligence into the
trial and is, therefore, incompatible with our discussion of
comparative negligence in Klopp. Brooks argues that the
deletion of the disputed phrase from UJI 13-1318 in the 1996
amendments, because the phrase does not relate to warnings
about dangerous conditions, indicates that the clause must
be inconsistent with comparative negligence. See UJI 13-1318 committee commentary ("The former version of this
instruction, which suggested that the duty to exercise
ordinary care could always be satisfied by warning the
plaintiff of a dangerous condition and which invoked
outmoded concepts of contributory negligence, has been
revised in light of [Klopp].") (emphasis added).
{10}
We conclude that the phrase, "[t]he owner of the
premises is not the insurer of the safety of visitors," does
not inject any notion of contributory negligence into the
jury's deliberations. Instead, we believe the phrase
accurately represents New Mexico law. In a slip and fall
case, a business visitor must prove that an owner or
occupier of the premises failed to exercise ordinary care by rendering safe an unreasonably dangerous condition on the
premises known to, or discoverable upon reasonable
investigation by, the owner or occupier. See, e.g., Klopp,
113 N.M. at 159, 824 P.2d at 299 ("[T]o rise to the level of
negligence an act must be one which a reasonably prudent
person would foresee as involving an unreasonable risk of
injury to another."). The contested phrase accurately
identifies that negligence, rather than strict liability,
applies to the facts of this case. See Hallett v. Furr's,
Inc., 71 N.M. 377, 382, 378 P.2d 613, 617 (1963) ("The law
of New Mexico is well established by our 'slip and fall'
cases that a proprietor or store owner is not an insurer or
guarantor of the safety of his [or her] business invitees .
. . ."), overruled in part on other grounds, Procter v.
Waxler, 84 N.M. 361, 364, 503 P.2d 644, 647 (1972). Thus,
we conclude that the trial court did not err by retaining
the disputed language in its use of the former version of
UJI 13-1318. We are not persuaded that the language is
confusing or that it unduly emphasized one party's theory of
the case. We agree that the language might have been
unnecessary, but we believe the trial court judge made a
reasonable effort to instruct the jury as required by a
change in the case law. If in that effort, the judge
retained unnecessary language, which did not create
confusion or unduly emphasize one party's theory, he did not
err.
{11}
Unlike the portion of the former version of UJI 13-1318
defining a dangerous condition, we believe that the phrase,
"[t]he defendant was not an insurer of the safety of the
plaintiff," was deleted due to prudential considerations and
not due to an inaccurate depiction of New Mexico law. Thus,
we conclude that the district court conscientiously followed
the dictates of Rule 1-051 by modifying the applicable UJI
only to the extent necessary to accurately reflect the law
applicable to the facts at that time. Taking the contested
instruction as a whole and together with other instructions,
we conclude that the district court's instructions fairly
presented the issues and the applicable law. Therefore,
finding no error by the district court, we affirm the jury
verdict and judgment in favor of K-Mart.
{12}
IT IS SO ORDERED.
____________________________
PAMELA B. MINZNER, Justice
WE CONCUR:
______________________________________
GENE E. FRANCHINI, Chief Justice
______________________________________
JOSEPH F. BACA, Justice
______________________________________
PATRICIO M. SERNA, Justice
______________________________________
DAN A. McKINNON, III, Justice