Lee v. Dep't of Parks & Recreation
Lee v. Dep't of Parks & Recreation
Opinion of the Court
*208Plaintiff Michele Lee injured herself on a stairway in the Bootjack Campground within Mt. Tamalpais State Park and sued respondent California State Department of Parks and Recreation ("State Parks") for premises liability. The trial court awarded summary judgment to State Parks on the basis of trail immunity under Government Code section 831.4, subdivision (b). It also awarded attorney's fees and defense costs to State Parks under Code of Civil Procedure section 1038. Lee appeals both aspects of the judgment.
We affirm the trial court's ruling that State Parks is entitled to immunity because the stairway is a "trail," or at least an "integral part" of a *209trail, within the meaning of Government Code section 831.4, subdivision (b).
FACTS AND PROCEDURAL HISTORY
Bootjack Campground is located in Mt. Tamalpais State Park, which is owned and controlled by State Parks. From the nearest parking lot, there are two ways to access Bootjack Campground: a stone stairway, built into a hill, and a longer ADA-compliant path. Photographs show the stairway is relatively flat and wide, and winds through a wooded hillside. A sign indicates that the stairway leads to a "Campground and Picnic Area," "Bootjack Trail," and "Matt Davis Trail."
In August 2015, Lee fell and suffered an injury on the stairway. The relevant facts surrounding her injury are undisputed. After camping overnight at Bootjack Campground with her boyfriend, Lee started to descend the stairway from the campground to the parking lot. She slipped on an "uneven portion" of the stairs, fell, and broke her ankle in three places. Both Lee and her boyfriend asserted that the stairway contained uneven and protruding stones and depressions. They also claimed that leaves from a nearby tree shaded and concealed those protrusions and depressions.
One year after her injury, Lee brought a single cause of action in pro per against State Parks and its Director for premises liability, claiming the dangerous condition of the stairway caused her injury. In its answer to Lee's complaint, State Parks raised an affirmative defense under Government Code section 831.4, asserting that it is immune from liability for injuries caused by any trail or unpaved road that provides access to recreational or scenic areas. It also alleged that Lee's action was *459filed without reasonable cause and good faith, such that State Parks was entitled to recover defense costs under Code of Civil Procedure section 1038.
Lee continued with the case and retained counsel. The parties communicated through case management conferences, a joint letter with proposed mediators, emails, and telephone calls. In those communications, State Parks repeatedly reminded Lee and her counsel of its trail immunity defense.
State Parks filed a motion for summary judgment and a motion for defense costs. According to billing statements from the California Attorney General's *210Office, State Parks incurred $44,043.50 in attorney's fees and costs between the time Lee retained counsel and the filing of the summary judgment motion. Lee opposed the summary judgment motion, contending that no statutory immunity existed because the stairway is not a trail and, alternatively, that the stairway contained dangerous conditions.
THE TRIAL COURT'S RULING
The trial court granted summary judgment in favor of State Parks. On the finding that the stairway to Bootjack Campground is a trail, or at least an integral part of a trail, that provides access to recreational areas, the trial court concluded State Parks is "absolutely immune" from liability pursuant to the statutory trail immunity provided by Government Code section 831.4, subdivision (b).
In addition, the trial court granted State Parks' motion for defense costs, including attorney's fees, pursuant to Code of Civil Procedure section 1038. Because the trial court regarded the statutory immunity as " 'conclusive,' " it found Lee's maintenance of the lawsuit to be unreasonable as a matter of law and awarded fees. But it considered the claimed hours excessive and reduced the requested amount by 50% as a result. The court ultimately awarded State Parks fees and costs in the amount of $22,139.75.
This appeal followed.
DISCUSSION
I. The Bootjack stairway is within the scope of the trail immunity statute.
A. Standard of Review
A motion for summary judgment should be granted if "all the papers submitted show that there is no triable issue as to any material fact and that the moving party is entitled to a judgment as a matter of law." ( Code Civ. Proc., § 437c, subd. (c) ; Kahn v. East Side Union High School Dist. (2003)
B. Trail Immunity Law
Section 831.4-the " 'trail immunity' " statute-provides that a public entity is not liable for an injury caused by a condition of: "(a) Any unpaved road which provides access to fishing, hunting, camping, hiking, riding ... water sports, recreational *460or scenic areas ... (b) Any trail used for the above purposes." ( Gov. Code, § 831.4, subds. (a), (b).) The purpose of trail immunity is to "encourage public entities to open their property for public recreational use, because 'the burden and expense of putting such property in a safe condition and the expense of defending claims for injuries would probably cause many public entities to close such areas to public use.' " ( Armenio v. County of San Mateo (1994)
In a series of cases, appellate courts have expounded upon the reach of section 831.4. First, the Armenio court clarified that subdivisions (a) and (b) should be read together such that immunity attaches to trails providing access to recreational activities as well as to trails on which those recreational activities take place. ( Armenio , supra , 28 Cal.App.4th at p. 417,
Whether a property is considered a "trail" under section 831.4 turns on "a number of considerations," including (1) the accepted definitions of the property, (2) the purpose for which the property is designed and used, and (3) the purpose of the immunity statute. ( Amberger-Warren v. City of Piedmont (2006)
C. The Bootjack stairway is a trail, or at least an integral part of a trail, such that trail immunity applies.
Lee argues that section 831.4 is not applicable to the Bootjack stairway, contending that the trial court conducted an incorrect analysis of the first Amberger-Warren factor and an insufficient analysis of the third. We disagree.
*212The first Amberger-Warren factor is the accepted definition of the property. ( Amberger-Warren , supra , 143 Cal.App.4th at p. 1079,
Lee claims the trial court erroneously equated "trail" and "stairway" and granted immunity solely because the stairway "provide[s] access" to a recreational area. Lee is correct that not every structure providing access to recreation can be defined as a trail. ( *461Treweek , supra , 85 Cal.App.4th at pp. 229-230,
Taking the dictum in Treweek by its terms and anticipating that we will adopt the "integrated into" a trail concept advanced there-which we do-Lee also argues the stairway is not an integral part of an immunized trail. In Treweek , the court denied extension of trail immunity to a boat ramp. ( Treweek , supra , 85 Cal.App.4th at p. 223,
We see no merit to Lee's further argument that the stairway is not essential because the ADA-compliant path exists as an alternative. It would be illogical to find that State Parks loses immunity by offering an alternative, ADA-compliant route to members of the public who cannot climb stairs. Accordingly, the Treweek court could not have intended "essential" to mean "absolutely necessary," as Lee claims. Instead, it suffices that the stairway at issue is essential for campers to ascend and descend the relatively steep hillside trail more safely, easily, and quickly. We thus agree with the trial court that, even if the stairway is not itself a trail, it is an integral part of a trail such that statutory immunity still applies.
The second Amberger-Warren factor is the purpose for which the property is designed and used. ( Amberger-Warren , supra , 143 Cal.App.4th at p. 1079,
The third Amberger-Warren factor is whether treating the property as a trail would fulfill the purpose of the immunity statute. ( Amberger-Warren , supra , 143 Cal.App.4th at p. 1079,
Lee claims that a proper analysis, taking into account revenue-generation, would show that granting immunity to the Bootjack stairway does not serve the statute's purpose. She urges us to apply the analyses in Treweek , Leyva v. Crockett & Co., Inc. (2017)
Furthermore, each of the cases on which Lee relies is distinguishable. In Treweek , the court doubted that the city would close the boat ramp absent immunity because the ramp was used for both recreational and commercial purposes, creating a financial incentive to keep it open. ( Treweek , supra , 85 Cal.App.4th at p. 234,
Treating the stairway as a trail fulfills the purpose of the immunity statute. As explained above, cases construing section 831.4 demonstrate that the statute's paramount purpose is keeping recreational areas open to the public by preventing burdens and costs on public entities. In rejecting an injured plaintiff's claim, the court in Farnham acknowledged as reasonable users' expectation that a paved bike path would be appropriately constructed and maintained but emphasized the "the flip side" that cities and counties might face difficulties inspecting and repairing such properties. ( *463Farnham , supra , 68 Cal.App.4th at p. 1103,
In sum, we agree with the trial court's conclusion that the Bootjack stairway is a trail, or at least an integral part of a trail, within the meaning of section 831.4. We thus affirm the summary judgment in favor of State Parks.
II. Defense costs are unwarranted because Lee's suit was reasonable.
A. Standard of Review
Under Code of Civil Procedure section 1038, certain defendants in civil proceedings under the California Torts Claims Act may recover defense costs, including reasonable attorney's fees, if the court determines the proceeding was not brought "with reasonable cause and in the good faith belief that there was a justifiable controversy under the facts and law." ( Code Civ. Proc., § 1038.) The award of defense costs is reviewed under two different standards. " 'Reasonable cause' " is determined objectively as a matter of law and is subject to de novo review. ( Hall v. Regents of University of California (1996)
B. Governing Law
By allowing recovery of defense costs, Code of Civil Procedure section 1038 aims to discourage "unmeritorious" and "frivolous" litigation. ( Kobzoff v. Los Angeles County Harbor/UCLA Medical Center (1998)
C. Lee had reasonable cause to bring and maintain this suit because it is not settled law that stairways are immune.
Lee argues that the award of fees and costs was improper because she maintained her premises liability action against State Parks with reasonable cause.
The trial court agreed with State Parks' suggestion that, from the moment Lee retained counsel, she lacked reasonable cause to maintain the lawsuit because the statute and case law should have convinced her counsel that immunity applies. It is true that State Parks put Lee and her counsel on notice about trail immunity multiple times. But there was a reasonable basis for Lee's failure to be convinced by State Parks' assertions. Although her arguments against immunity based on, e.g., the paving of the stairs, the purported revenue generation of Bootjack Campground, and public policy are not convincing, Lee is correct that no case law addresses (except in dictum) whether stairways are trails.
As discussed above, immunity applies to both access trails and trails that are themselves used for recreation, to trails with both paved and unpaved surfaces, and to bike paths. ( Armenio , supra , 28 Cal.App.4th at pp. 417-418,
For the foregoing reasons, we conclude Lee had reasonable cause to bring and maintain her lawsuit. We thus reverse the trial court's award of defense costs to State Parks.
*465DISPOSITION
We hold that trail immunity applies to the Bootjack stairway, but that Lee's lawsuit did not lack reasonable cause. The trial court's grant of summary judgment is affirmed. The award of defense costs is reversed. The parties shall bear their own costs on appeal.
WE CONCUR:
POLLAK, P.J.
STREETER, J.
All further statutory references are to the Government Code unless otherwise specified.
State Parks has never asserted, and the trial court did not find, that Lee lacked subjective good faith. The award under section 1038 therefore rises or falls on the propriety of the court's ruling that Lee lacked reasonable cause, and we do not further address good faith.
Lee arguably waived her right to appeal the judgment on defense costs because she failed to oppose State Parks' motion for defense costs in the trial court. Still, we exercise our discretion to address the propriety of the award because reasonable cause is reviewed de novo and both parties briefed the issue on its merits.
Because we reverse the trial court's award of defense costs, we need not address Lee's argument regarding the amount of the award.
Case-law data current through December 31, 2025. Source: CourtListener bulk data.