Hagan v. Georgia Department of Transportation
Hagan v. Georgia Department of Transportation
Opinion of the Court
Bobby L. Hagan, individually and as next friend of his wife Charlotte Louise Hagan, an incapacitated adult, brought suit against the Georgia Department of Transportation (GDOT) and the City of Ila, Georgia (City) seeking to recover damages for injuries Mrs. Hagan allegedly suffered when she fell on a sidewalk (the sidewalk) that was located in downtown Ila adjacent to State Route 106 on one side and a row of buildings owned by Team America Vans, Inc. on the
The events giving rise to this lawsuit occurred in 2008 when Mrs. Hagan fell while walking down the sidewalk to a hair salon. The salon was located in a row of buildings owned by Team America Vans, and ran adjacent to the sidewalk. The sidewalk had been in existence for decades, was uneven in slope, and had been constructed with a one-step “riser,”
Although the buildings adjacent to the sidewalk were built sometime in the 1890s, the sidewalk appears to have been built later, although exactly who built it or when it was built is unknown. However, the record shows that in the 1930s, GDOT’s predecessor, the State Highway Board of Georgia, acquired a 60-foot right-of-way across the property where the sidewalk was located, although the deeds were later corrected to 50 feet to reflect the landowners’ intent that the right-of-way not extend into the actual buildings. Further, the buildings and property adjacent to the right-of-way where Mrs. Hagan fell were later deeded to Team America Vans, and a title examination did not reveal any other conveyances since those deeds were executed.
In 2005, Daniel Jack (John) Davis, Jr., the CEO of Team America Vans, hired a contractor to repair and improve the appearance of the sidewalk, and as part of that project, brick pavers were placed in front of the shop entrances and bricks were added along the curb and the riser, which remained elevated in relation to the surrounding sidewalk. Hagan alleged in his complaint “that an optical illusion exists with respect to the design, configuration, construction, maintenance
Against this factual and procedural backdrop, we now turn to the parties’ arguments on appeal, reciting additional facts as necessary to consider their contentions.
Case Nos. A12A2409 and A12A2412
1. First we consider Hagan’s challenge to the dismissal of his claims against GDOT based on the bar of sovereign immunity (Case Nos. A12A2409 and A12A2412, respectively).
Under the Georgia Constitution, “(t)he General Assembly may waive the state’s sovereign immunity from suit by enacting a State Tort Claims Act... (or by enacting a statute) which specifically provides that sovereign immunity is thereby waived and the extent of such waiver.” Ga. Const, of 1983, Art. I, Sec. II, Par. IX (a) and (e).
Ga. Dept. of Transp. v. Heller, 285 Ga. 262, 263 (1) (674 SE2d 914) (2009). So authorized, the legislature enacted the Georgia Tort Claims Act (GTCA), OCGA § 50-21-20 et seq., to ameliorate against the “inherently unfair and inequitable results which occur in the strict application of the traditional doctrine of sovereign immunity” while ■recognizing the difference between the roles and duties of state government and private entrepreneurs and the concomitant need to limit the exposure of the state treasury to tort liability. OCGA § 50-21-21 (a). Thus, although the GTCA waives the state’s sovereign immunity, OCGA § 50-21-23, that waiver is limited by certain specified exceptions and limitations, which are also set forth in the GTCA. Or, stated succinctly, “[t]he state is only liable in tort actions within the limitations of the [GTCA].” Dept. of Transp. v. Bishop, 216 Ga. App. 57, 58 (1) (453 SE2d 478) (1994). Further,
any suit brought to which an exception applies is subject to dismissal pursuant to OCGA § 9-11-12 (b) (1) for lack of subject matter jurisdiction. The party seeking to benefit from the waiver of sovereign immunity has the burden of proof to establish waiver, and the trial court’s pre-trial rul*475 ing on factual issues necessary to decide the OCGA § 9-11-12 (b) (1) motion is reviewed on appeal under the any evidence rule.
(Citations omitted.) Murray v. Ga. Dept. of Transp., 284 Ga. App. 263, 265 (2) (644 SE2d 290) (2007).
The GDOT based its motion to dismiss on three exceptions under the GTCA — the discretionary function exception, the licensing exception, and the design exception, set forth respectively in OCGA § 50-21-24 (2), (9) and (10).
Under the discretionary function exception, “[t]he state shall have no liability for losses resulting from . . . [t]he exercise or performance of or the failure to exercise or perform a discretionary function or duty on the part of a state officer or employee, whether or not the discretion involved is abusedf.]” OCGA § 50-21-24 (2). A discretionary function or duty is defined in OCGA § 50-21-22 (2) and “means a function or duty requiring a state officer or employee to exercise his or her policy judgment in choosing among alternate courses of action based upon a consideration of social, political, or economic factors.”
Our appellate courts have considered the scope of this exception on several occasions, and our Supreme Court has emphasized that it is “limited to basic governmental policy decisions” and should not be extended in such a way that any decision affected by social, political, or economic factors would be encompassed within the exception. Dept. of Transp. v. Brown, 267 Ga. 6, 7 (1) (471 SE2d 849) (1996).
As the citations above illustrate,
In Ramirez, the plaintiff sued the City of Portland after she fell stepping off a broken curb in downtown Portland. The City argued that it had made a discretionary decision to divert limited funds from sidewalk inspection to “the more pressing needs occasioned by . . . floods,” id. at 933, and claimed immunity under ORS 30.265 (3) (c), [now (6) (c)] “a provision of the Oregon Tort Claims Act that immunizes public bodies and their employees from liability for ‘any claim based upon the performance of or the failure to exercise or perform a discretionary function or duty, whether or not the discretion is abused.’ ” Id. at 932. The Oregon Court cited several examples of immune and nonimmune decisions or actions, and concluded that “[t]he operative distinction, then, is between choosing a course of action or inaction, on the one hand, and putting that choice into effect,
In this case, GDOT also contended that it was entitled to immunity because it had made a discretionary decision not to inspect, maintain or repair sidewalks. To support its contention, GDOT submitted the affidavit of GDOT State Maintenance Engineer Eric Pitts, in which he averred that due to limited human resources and budgetary constraints,
[a]s a result of its determination of maintenance priorities and its allocation of limited resources to same, and while GDOT can elect to perform maintenance functions on any property that is part of a state highway right-of-way, GDOT does not routinely perform maintenance or repair work on sidewalks [,]
especially when the sidewalks are located on a state right-of-way within the corporate limits of municipalities. And the record shows that this policy of not performing maintenance or repairs on sidewalks within GDOT’s right-of-way was orally communicated to workers in the field and their supervisors.
Although we are mindful of our Supreme Court’s admonition to avoid “the exception swallow[ing] the waiver,” Brown, 267 Ga. at7 (1), it seems to us that GDOT’s decision to allocate its maintenance budget by prioritizing services based upon considerations such as safety and population is a basic governmental policy decision, analogous to the situation in Ramirez. It follows that GDOT’s specific decision to forego routine inspections, repairs, or maintenance of sidewalks within a state right-of-way as a result of prioritizing maintenance activities based on budgetary constraints would fall under the discretionary function exception. Thus, because this was the type of governmental decision that the legislature intended to
Case Nos. A12A2410 and A12A2411
2. The City challenges the trial court’s denial of its motion for summary judgment in this appeal and cross-appeal, Case Nos. A12A2411 and A12A2410, respectively. As more fully set forth below, we agree with the City that summary judgment was proper here and reverse.
“To prevail on [his] negligence claim, [Hagan] must show that the [C]ity had (a) duty, or obligation, recognized by law, requiring (it) to conform to a certain standard of conduct, for the protection of others against unreasonable risks.” (Citation and punctuation omitted.) Williams v. City of Social Circle, 225 Ga. App. 746, 747 (484 SE2d 687) (1997). OCGA § 32-4-93 governs the liability of municipalities for defects in public roads, and the obligations expressed in that Code section also extend to public sidewalks. Wiliams, 225 Ga. App. at 747, and cites. Pursuant to subsection (a) of that section:
A municipality is relieved of any and all liability resulting from or occasioned by defects in the public roads of its municipal street system when it has not been negligent in constructing or maintaining the same or when it has no actual notice thereof or when such defect has not existed for a sufficient length of time for notice thereof to be inferred.
And subsection (b) is also pertinent here and provides:
A municipality is relieved of any and all liability resulting from or occasioned by defective construction of those portions of the state highway system or county road system lying within its corporate limits or resulting from the failure of the department or the county to maintain such roads as required by law unless the municipality constructed or agreed to perform the necessary maintenance of such road.
Thus, pursuant to subsection (a),
a city is generally obligated to maintain the roads of its municipal street system. [And, pursuant to subsection (b), a] city is similarly obligated to maintain those portions of the state highway system lying within its corporate limits if the city has “constructed or agreed to perform the necessary maintenance of such roads.”
Williams, 225 Ga. App. at 747.
The Williams case, in which we affirmed the grant of summary judgment to the city, id. at 748, also involved an injury on a sidewalk located within the city limits but on a state right-of-way within the city limits, and the only admissible evidence showed that the city did not own and had never maintained the sidewalk. Here, the portion of the sidewalk where Mrs. Hagan fell was at least partially within the state right-of-way, and although it is questionable whether the right-of-way encompassed the entire sidewalk, there is no evidence that the City owned any part of the sidewalk and no evidence that the City performed any maintenance, repairs or renovations to the sidewalk.
Hagan asserts that the City entered into an agreement in 1993 with GDOT to maintain the sidewalk where Mrs. Hagan fell, as part of a state-funded sidewalk project. But the evidence unequivocally showed the portion of the sidewalk where Mrs. Hagan fell was not included in that project,
Judgment affirmed in Case No. A12A2409. Judgment reversed in Case No. A12A2411. Appeals dismissedas moot in Case Nos. A12A2410 and A12A2412.
Team America Vans, its CEO Daniel Jack (John) Davis, Jr., the owner of the hair salon and others were sued along with GDOT and the City, but are not parties to this appeal.
The cross-appeals appear to be redundant of the issues raised in the main appeals.
This was also referred to as a “step off.”
Brown is considered the seminal case on this issue, and gave the following oft quoted example: “Whether to buy copier paper from a particular vendor, and in which colors, are decisions that might he affected by all three factors, but they are not policy decisions.” Brown, 267 Ga. at 7 (1).
The court noted that the department’s failure to promulgate policies and procedures to diagnose and refer sick inmates was not at issue.
We do not mean to suggest that we have provided an exhaustive list of those cases.
Pitts averred that the GDOT’s budget provided by the General Assembly includes a line item to maintain roads and bridges.
This evidence includes the opinion of Hagan’s own expert and maps showing the sidewalks included in the project.
Once again, we dismiss the cross-appeal, Case No. A12A2410, as moot.
Reference
- Full Case Name
- HAGAN v. GEORGIA DEPARTMENT OF TRANSPORTATION (two cases) CITY OF ILA v. HAGAN (two cases)
- Cited By
- 6 cases
- Status
- Published