Carlson v. Chicago Transit Authority
Carlson v. Chicago Transit Authority
Opinion
SIXTH DIVISION May 9, 2014
No. 1-12-2463
ROLLAND CARLSON and BARBARA ) Appeal from the CARLSON, ) Circuit Court of ) Cook County. Plaintiffs-Appellants, ) ) v. ) ) No. 10 L 2471 CHICAGO TRANSIT AUTHORITY, a Municipal ) Corporation; and STEVEN MIXON, Individually ) and as Agent and/or Employee of Chicago ) Transit Authority, ) Honorable ) Drella C. Savage, Defendants-Appellees. ) Judge Presiding.
JUSTICE LAMPKIN delivered the judgment of the court, with opinion. Presiding Justice Rochford and Justice Reyes concurred in the judgment and opinion.
OPINION
&1 In this personal injury action, plaintiffs Rolland and Barbara Carlson sued defendants, the
Chicago Transit Authority (CTA) and Steven Mixon, a CTA employee, for negligence concerning
injuries plaintiffs sustained when they were passengers on a CTA bus driven by Mixon.
Defendants moved for summary judgment, and the trial court granted that motion.
&2 Plaintiffs appealed, contending summary judgment was precluded by the existence of
genuine issues of material fact as to whether the driver was negligent for overreacting to a potential
collision and slamming on the brakes in a hard and sudden manner.
&3 We affirm the judgment of the circuit court, which did not err in granting summary
judgment in favor of defendants. We hold that there was no evidence establishing any negligent No. 1-12-2463
conduct by defendants, there were no genuine issues of material fact, and defendants were entitled
to judgment as a matter of law.
&4 I. BACKGROUND
&5 On the afternoon of December 12, 2009, plaintiffs boarded a CTA bus that was driven by
defendant Mixon and was traveling northbound on Michigan Avenue. Plaintiffs paid their fare
and were walking in the aisle and looking for two seats together. There were three lanes for
northbound traffic, and Mixon drove the bus from the curb and merged into the middle lane. The
bus traveled approximately 60 to 80 feet in the middle lane when Mixon immediately applied the
brakes after seeing a taxicab cut into the middle lane in front of the bus from the curb lane. As a
result of the sudden stop, Mrs. Carlson fell in the aisle onto her back and hit her head on the floor of
the bus. She lost consciousness for a few seconds. Mr. Carlson was thrown to the front of the
bus. He was unconscious and bleeding from the top of his head and mouth.
&6 Plaintiffs filed a complaint alleging negligence against defendants for: operating the bus
in a manner that caused plaintiffs to be thrown to the bus floor; failing to properly train and
supervise Mixon in the safe operation of a bus; failing to maintain reasonable control over the bus;
and causing the bus to accelerate from a stop when it was not safe to do so.
&7 In their answers, defendants denied the allegations of negligence and asserted the
affirmative defense of comparative negligence. Specifically, defendants alleged plaintiffs failed
to take proper hold of available railings or hand bars, failed to sit in available seats, and were
otherwise careless or negligent.
&8 Defendants moved for summary judgment, arguing that there were no genuine issues of
material fact and plaintiffs could not make a prima facie case of negligence against defendants.
Specifically, defendants argued that plaintiffs could not establish that Mixon failed to exercise due
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care when operating the bus because another vehicle suddenly cut off the bus in which plaintiffs
were standing passengers. In addition to the pleadings and a videotape of the incident, defendants
attached to the motion the depositions of defendant Mixon, eyewitnesses Sally Jo Gerard and
Marsha Kremer, and plaintiffs Mr. and Mrs. Carlson.
&9 Defendant Mixon testified that he has been licensed and trained to operate the bus since
April 2006 and described the conditions of his training and supervision. At the time of the
incident, traffic was fairly heavy. The weather was clear, the streets were dry, and the visibility
was good. A few seconds after plaintiffs boarded the bus, Mixon closed the doors and slowly
proceeded away from the bus stop. He drove northbound on Michigan Avenue and continuously
scanned the road for traffic and checked his rear-view mirror to monitor any problems with his
passengers. Mixon was very familiar with this Michigan Avenue route. Less than 10 seconds
after he pulled away from the bus stop, he merged into the middle lane. Mixon commonly used
the middle lane to avoid being stuck in the curb lane behind right-turning vehicles. His bus was
two to three car lengths behind the car in front of him, and Mixon was trying to increase that
distance. The bus was traveling about 5 to 10 miles per hour, and Mixon was “covering the
brake.”
&10 Mixon testified that the bus had driven about 60 to 80 feet away from the bus stop when a
northbound taxicab in the curb lane suddenly cut into the middle lane, directly in front of the bus.
The cab driver did not use his turn signal. Mixon immediately applied the brakes to avoid hitting
the cab. Mixon testified that he had enough time and distance to avoid hitting the cab without
having to slam on the brakes as hard as possible. The cab accelerated and drove away. The bus
came to a complete stop, and Mixon pulled up the parking brake to assess the situation because
plaintiffs had fallen in the bus aisle. He contacted “control” and reported the accident. The
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police arrived at the scene very quickly, and Mixon spoke to the police and distributed courtesy
cards to bus passengers so they could document what they had seen. An ambulance was
summoned to assist Mr. Carlson.
&11 Sally Jo Gerard testified that she, her neighbor Marsha Kremer, and Gerard’s daughter
were passengers on the bus at the time of the incident. Gerard and Kremer were seated in the
front, right side of the bus. Their seats faced the interior aisle of the bus looking west. The bus
was traveling slowly while it was in the middle lane. Gerard was looking out the front and side
windows of the bus and saw a car, which had been stopped in the curb lane, dart into the middle
lane in front of the bus. She did not observe anything that led her to think that Mixon was not
operating the bus in a safe manner or was not keeping a proper lookout for vehicles. The stop was
not violent and caused Gerard only to jerk forward. However, she saw Mr. Carlson come flying
down the aisle past her and then his wife followed. Gerard had “never seen anyone move like
that.”
&12 Marsha Kremer was seated next to Gerard, on Gerard’s right side. Kremer testified that
she was looking out the front windshield of the bus so she would not miss her stop. Kremer
testified that the bus “was not going fast at all, ten miles an hour” when it was in the middle lane.
As the bus was almost even with a cab that was stopped in the curb lane, the cab took off very fast,
left the curb lane and cut over into the middle lane in front of the bus. Mixon quickly applied the
brakes when the cab changed lanes. Kremer thought that the bus and cab would have collided if
Mixon had not applied his brakes in that manner. Although the sudden stop did not cause Gerard
to bump into Kremer, Kremer saw Mr. and Mrs. Carlson fly almost horizontally past her line of
vision. Mr. Carlson ended up at the very front of the bus lodged against the fare box. He seemed
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unconscious. Kremer did not observe anything that led her to think that Mixon was not operating
the bus in a safe manner or was not keeping a proper lookout for vehicles.
&13 Plaintiff Barbara Carlson testified that, after she and her husband paid their fares, they
proceeded down the aisle toward the empty seats at the rear of the bus. The bus was in motion,
but she was able to maintain her balance and hold onto hand bars as she walked down the aisle.
Prior to her fall, she never looked back at Mixon or out the side windows of the bus. Mrs. Carlson
testified that the driver took off fast and then slammed on the brakes. She “got slammed down” to
the floor, and her head hit the floor. She was confused when she regained consciousness. She
saw her husband lying unconscious at the front of the bus and yelled at Mixon for slamming on his
brakes. She told a paramedic at the scene that “the bus driver slammed on his brakes and we went
flying and were both knocked unconscious.”
&14 Plaintiff Rolland Carlson testified that Mixon “took off fast” after the Carlsons paid their
bus fare. Mr. Carlson said that he had walked about two-thirds of the way to the back of the bus
when he suddenly was pushed or thrust to the back of the bus.
&15 The video footage of the incident, which contained a time stamp, showed: the bus’s slow
start-up after the plaintiffs boarded the bus; the plaintiffs walking in the aisle toward the back of
the bus; a car suddenly cutting in front of the bus from the curb lane; the effects on the seated
passengers–who were not jostled out of their seats–and other standing passengers–who did not
fall–of Mixon applying his brakes; and plaintiffs falling to the floor. The video established that at
least 5 to 10 seconds passed between the time the bus entered the middle lane and the time Mixon
applied the brakes.
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&16 In response to the summary judgment motion, plaintiffs argued that genuine issues of
material fact existed concerning whether Mixon was properly trained and negligently operated the
bus.
&17 The trial court, which viewed the video footage of the incident and reviewed the
evidentiary material, granted summary judgment in favor of defendants. Citing Malone v.
Chicago Transit Authority,
76 Ill. App. 2d 451(1966), the trial court found no evidence in the
record to establish negligence on the part of defendants.
&18 Plaintiffs moved the trial court to reconsider its ruling, arguing the court erroneously
applied the existing law. Plaintiffs argued the court should have followed Browne v. Chicago
Transit Authority,
19 Ill. App. 3d 914, 917(1974), which requires common carriers to exercise the
highest degree of care consistent with the practical operation of its conveyances to protect the
safety of the passengers. Plaintiffs argued that based on the extreme movement of the plaintiffs
within the bus upon the application of the brakes, it could be inferred that the application of the
brakes by Mixon was extremely hard and sudden, and there was a question of fact as to whether
such an application of the brakes was necessary and warranted under the circumstances.
&19 Thereafter, the trial court denied plaintiffs’ motion to reconsider the summary judgment
ruling. The trial court explained that it had applied to defendants the heightened duty to exercise
the highest degree of care consistent with the practical operation of the bus to protect the safety of
the passengers. The court stated that although plaintiffs’ injuries had raised a rebuttable
presumption of negligence, the evidence explained why Mixon had to suddenly apply the brakes
and established that the accident resulted from a cause for which defendants should not be held
responsible. Plaintiffs timely appealed.
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&20 II. ANALYSIS
&21 Section 2-1005 of the Code of Civil Procedure (Code) (735 ILCS 5/2-1005 (West 2010))
provides for summary judgment when the pleadings, depositions, and admissions on file, together
with any affidavits, show that there is no genuine issue as to any material fact and that the moving
party is entitled to judgment as a matter of law. Steadfast Insurance Co. v. Caremark Rx, Inc.,
359 Ill. App. 3d 749, 755(2005). All evidence must be construed in the light most favorable to
the nonmoving party and strictly against the moving party. Pearson v. DaimlerChrysler Corp.,
349 Ill. App. 3d 688, 697(2004). We review a trial court’s entry of summary judgment de novo.
Ragan v. Columbia Mutual Insurance Co.,
183 Ill. 2d 342, 349(1998).
&22 “Summary judgment is a drastic measure and should only be granted if the movant’s right
to judgment is clear and free from doubt.” Outboard Marine Corp. v. Liberty Mutual Insurance
Co.,
154 Ill. 2d 90, 102(1992). A defendant moving for summary judgment bears the initial
burden of proof and may meet this burden either by affirmatively showing that some element of
the case must be resolved in his favor or by establishing “ ‘that there is an absence of evidence to
support the nonmoving party’s case.’ ” Nedzvekas v. Fung,
374 Ill. App. 3d 618, 624(2007)
(quoting Celotex Corp. v. Catrett,
477 U.S. 317, 325(1986)).
&23 Although the plaintiff need not prove his case at the summary judgment stage, he must
present sufficient evidence to create a genuine issue of material fact. Wiedenbeck v. Searle,
385 Ill. App. 3d 289, 292(2008). “Mere speculation, conjecture, or guess is insufficient to withstand
summary judgment.” Sorce v. Naperville Jeep Eagle, Inc.,
309 Ill. App. 3d 313, 328(1999).
The court determines the existence or absence of a genuine issue as to any material fact from the
affidavits, depositions, admissions, exhibits and pleadings in the case. Carruthers v. B.C.
Christopher & Co.,
57 Ill. 2d 376, 380(1974).
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“The facts to be considered by the court are evidentiary facts. [Citation.] Even
though a complaint and answer may purport to raise issues of material fact, if such
issues are not further supported by evidentiary facts through affidavits or such,
summary judgment is then appropriate. [Citation.] If the party moving for
summary judgment supplies facts which, if not contradicted, would entitle such a
party to a judgment as a matter of law, the opposing party cannot rely upon his
complaint or answer alone to raise genuine issues of material fact. [Citations.]”
Id.&24 In order to establish a claim of negligence against a common carrier, plaintiffs must present
sufficient factual evidence to establish the existence of a duty of care owed by defendants to
plaintiffs, a breach of that duty, and an injury proximately caused by the breach. Krywin v.
Chicago Transit Authority,
238 Ill. 2d 215, 225(2010). Whether a duty exists in a particular case
is a question of law for the court to decide (Marshall v. Burger King Corp.,
222 Ill. 2d 422, 430(2006)), and Illinois courts have long held that, although a common carrier is not an insurer of the
absolute safety of a passenger, a common carrier has a duty to its passengers to exercise the highest
degree of care consistent with the practical operation of its conveyances (Krywin,
238 Ill. 2d at 226-27; New v. Pace Suburban Bus Service,
398 Ill. App. 3d 371, 382(2010); Browne v. Chicago
Transit Authority,
19 Ill. App. 3d 914, 917(1974)). See also Smith v. Chicago Limousine Service,
Inc.,
109 Ill. App. 3d 755, 759(1982) (a common carrier “cannot be an absolute insurer of the
safety of its passengers [citation], and it is not responsible for personal injuries sustained by them
in the absence of some unjustifiable act of commission or omission”). Although a common
carrier’s degree of care is not capable of a precise formulation, and its application will depend
upon the factual situation in each case, “[i]t has been said that the obligation of a common carrier is
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to do all that human care, vigilance and foresight could reasonably do, consistent with the mode of
conveyance and the practical operation of the road, to convey its passengers in safety to their
destination.” McNealy v. Illinois Central R.R. Co.,
43 Ill. App. 2d 460, 465(1963).
&25 “The happening of an accident to a passenger during the course of his transportation raises
a presumption that the carrier has been negligent.” (Internal quotation marks omitted.) Browne,
19 Ill. App. 3d at 917. The carrier, however, may rebut that presumption by explaining or
accounting for the accident and proving that it resulted from a cause for which the carrier should
not be held responsible.
Id.&26 Whether a defendant breached the applicable duty of care and whether the breach was the
proximate cause of the plaintiff’s injuries are ordinarily questions of fact for the jury.
Id.Nevertheless, factual questions become questions of law when there can be no difference in the
judgment of reasonable men on inferences to be drawn from undisputed facts. See Olson v.
Williams All Seasons Co.,
2012 IL App (2d) 110818.
&27 On appeal, plaintiffs argue that the trial court erred in granting summary judgment because
there was ample evidence in the record to support the proposition that Mixon was negligent in the
operation of the bus for slamming on his brakes so hard as to cause plaintiffs to be thrown down
the bus aisle in the manner depicted in the videotape and described by eyewitnesses Gerard and
Kremer, defendant Mixon, and plaintiff Mrs. Carlson. Plaintiffs contend that, given the
presumption of negligence and the highest degree of care owed to plaintiffs, there is clearly a
genuine issue of material fact regarding whether defendants were negligent. Plaintiffs argue that
the question of whether Mixon was negligent by overreacting to a vehicle darting into his lane and
by applying the bus’s brakes in such a hard and sudden manner is a question of fact for a jury and
should not have been decided as a matter of law.
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&28 First, we consider if a genuine issue of material fact exists concerning whether defendants
breached the duty of care of a common carrier toward plaintiffs. Although an accident that results
in injuries to passengers aboard a common carrier may raise a presumption that the carrier was
negligent, the carrier may present evidence to rebut that presumption. See Nilsson v. Checker
Taxi Co.,
4 Ill. App. 3d 718, 722(1972) (the plaintiff, a taxicab passenger, was not entitled to a
presumption that the defendant taxicab was negligent because the evidence established that
another automobile collided with the taxicab and, thus, the plaintiff’s injuries were not caused by
an apparatus wholly under the defendant’s control); see generally Malone v. Chicago Transit
Authority,
76 Ill. App. 2d 451, 454-55(1966) (the plaintiffs failed to make a prima facie case
against the defendant carrier where the evidence established the plaintiffs were standing in a
crowded bus when an automobile made a turn in the middle of the street while the bus driver, who
was looking ahead, slammed on his brakes and made no contact with the other vehicle, and there
was no testimony as to the speed of the bus). “A carrier is liable to its passenger only for injuries
which are caused by its negligence; it is not liable for injuries which result from a cause beyond its
control.” Nilsson,
4 Ill. App. 3d at 722. Here, the evidence established that plaintiffs were
injured by a near collision between two vehicles, one controlled by a person other than defendants.
&29 Under these circumstances, defendants would be liable to plaintiffs only if defendants were
negligent. However, after considering the pleadings, depositions, and videotape in the light most
favorable to plaintiffs, we conclude that no genuine issue of material fact exists because no
evidence supports plaintiffs’ assertion that defendants breached the duty owed to plaintiffs. The
record shows that defendants’ conduct satisfied the duty they owed plaintiffs, and summary
judgment was properly granted.
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&30 Defendants, through deposition testimony and the videotape, have supplied facts that
established Mixon did not operate the bus in a negligent manner where the uncontradicted
evidentiary facts show he: did not accelerate abruptly or unsafely from the bus stop; drove in the
middle lane at a slow speed of about 5 to 10 miles per hour; maintained a distance of at least two
car lengths between his bus and vehicle in front of him; and applied his brakes to successfully
avoid a collision with the vehicle that suddenly darted into his lane of traffic without a turn signal.
Plaintiffs, who cannot rely on their pleadings alone to raise issues of material fact, did not present
any other factual evidence to contradict the facts raised in defendants’ motion.
&31 Summary judgment is proper if the plaintiff fails to establish an element of the cause of
action. Bagent v. Blessing Care Corp.,
224 Ill. 2d 154, 163(2007). Further, “[i]f what is
contained in the papers on file would constitute all of the evidence before a court and would be
insufficient to go to a jury but would require a court to direct a verdict, summary judgment should
be entered.” Pyne v. Witmer,
129 Ill. 2d 351, 358(1989). Although plaintiffs did not have to
prove their case at the summary judgment stage, they had to show a factual basis to support the
elements of their claim, including that Mixon was negligent in his application of the brakes.
Thus, plaintiffs had to present facts, not conclusions. They failed, however, to present evidence
to establish the negligent acts they alleged in their complaint to survive summary judgment.
&32 Specifically, plaintiffs alleged in their complaint that Mixon negligently operated the bus,
the CTA failed to train and supervise Mixon, Mixon failed to maintain control over the bus, and
Mixon accelerated from the bus stop unsafely. After defendants presented evidence that
established Mixon’s proper training and his safe and reasonable operation and control of the bus,
plaintiffs failed to come forth with any evidence to indicate that defendants breached the duty
owed or that defendants’ alleged negligence caused the need for the sudden stop. Consequently,
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plaintiffs failed to establish a breach of defendant’s duty by an act of negligence, and defendants
were entitled to summary judgment in their favor as a matter of law.
&33 Plaintiffs offered no evidence to show that Mixon’s driving was in any way unreasonable
or negligent or that his alleged negligence necessitated the abrupt braking. To the contrary, all the
evidence showed that Mixon acted with the highest degree of care and the only cause of his quick
application of the brakes was the negligent action of a driver who suddenly and without warning
darted out from a stopped position in the curb lane and cut directly into the bus’s path. The
plaintiffs were looking toward the rear of the bus when the incident occurred, so they did not
observe the traffic conditions, the actions of the darting vehicle and Mixon’s reaction. In contrast,
the bus’s video footage and the testimony of Mixon and the two passenger eyewitnesses
established that Mixon’s speed, following distance and application of the brakes in response to the
cab were proper and do not lead to any inferences of negligence.
&34 The video clearly showed that Mixon pulled away from the bus stop slowly, safely, and
without any incident or problem, and the independent witnesses confirmed there was no sudden
start-up from the bus stop after the plaintiffs had boarded. The video also showed that Mixon had
merged into the middle lane and was proceeding forward slowly in traffic when a car suddenly
darted into the bus’s path and thereby necessitated the braking. The independent witnesses
confirmed that Mixon was driving slowly and had to brake suddenly in order to avoid a collision
with the vehicle that cut off the bus.
&35 Mixon was able to react quickly to avoid a collision with the darting car, and reasonable
minds could not conclude that immediately braking to avoid an imminent collision with a suddenly
darting vehicle was an unreasonable thing to do. Moreover, it is sheer speculation by plaintiffs to
suggest they would not have fallen if Mixon could have braked less hard. Plaintiffs provided no
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evidence that the distance between the bus and the darting vehicle was such that Mixon did not
have to apply the brakes as he did to avoid a collision. Further, Mixon testified that he did not
apply the brakes as hard as he could have. In addition, other passengers who were standing in the
bus aisle at the time of incident did not fall to the floor, and the seated passengers were not jostled
out of their seats. Even with all reasonable inferences strictly drawn against defendants, plaintiffs
cannot establish that any breach of duty owed by defendants proximately caused plaintiffs’
injuries, so defendants are entitled to judgment as a matter of law.
&36 Plaintiffs cite Browne,
19 Ill. App. 3d 914, and McNealy,
43 Ill. App. 2d 460, to support
their assertion that summary judgment was error, but those cases do not assist plaintiffs. In
Browne, the plaintiff bus passenger was injured when she fell while aboard a bus that suddenly
stopped in an intersection to avoid a collision with an oncoming car that was making a left turn in
front of the bus. Browne,
19 Ill. App. 3d at 915-18. This court reversed the jury’s verdict in
favor of the defendant because it was against the manifest weight of the evidence.
Id. at 918.
Specifically, this court noted that the bus driver gave inconsistent testimony as to why he stopped
the bus suddenly. Although he initially claimed that he was continuously watching the turning
car and it was stopped, he also claimed that he had to jam on his brakes and come to an abrupt stop
to avoid hitting the turning car because it “ ‘came in front of [him].’ ”
Id.From such testimony,
the fact finder could reasonably infer that the driver did not keep a proper lookout or accelerated
too quickly into the intersection before the turning car had cleared the intersection. Here, in
contrast, all the factual evidence established that Mixon did not act negligently. There was no
evidence of defendants’ negligence, and any presumption of negligence was fully rebutted when
defendants showed that the cause for the sudden braking was the negligence of another car
suddenly darting in front of the bus.
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&37 In McNealy, a train passenger brought a negligence action against the railroad for injuries
she sustained while aboard a train that made a sudden stop because a car had stopped on the tracks.
McNealy,
43 Ill. App. 2d at 462. After a jury trial resulted in a verdict in favor of the plaintiff, the
railroad company appealed, arguing that the trial court had erred by either refusing to direct a
verdict in its favor or failing to enter a judgment notwithstanding the verdict because there was no
evidence showing negligence on its part. The appellate court affirmed the trial court’s denial of
the railroad company’s motion for a judgment notwithstanding the verdict because the evidence
indicated a dispute existed as to why the sudden stop was made.
Id. at 466. Specifically, railroad
employees gave conflicting testimony as to where, when and how the brakes were first applied.
Id.Furthermore, there was evidence that the engineer was conversing with the fireman about an
engine problem instead of looking out the front window of the train while a car was approaching
the crossing where the train was headed.
Id.The conflicting testimony and other evidence
showed that the engineer’s inattention, improper lookout, or failure to appropriately reduce his
speed created the need for an emergency stop. Here, in contrast, there was no evidence to indicate
that Mixon’s driving speed or attention created the need to suddenly apply his brakes. The
darting vehicle was not observed heading into the bus’s path for any length of time or distance; it
was seen stopped in the curb lane until it suddenly cut directly into the bus’s path. The evidence
established that it was solely that negligent act that necessitated Mixon’s hard braking.
&38 III. CONCLUSION
&39 For the foregoing reasons, the judgment of the circuit court is affirmed.
&40 Affirmed.
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Reference
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