Lawson v. May Dept. Store, Unpublished Decision (11-27-2001)
Lawson v. May Dept. Store, Unpublished Decision (11-27-2001)
Opinion of the Court
Maurice Lawson ("Appellant"), was employed as a truck driver for a company known as Ozark Motor lines ("Ozark"). Ozark had a delivery arrangement with Appellee which occasionally required Ozark drivers making deliveries to Appellee's distribution center to assist Appellee's employees when they offloaded the contents of the truck. Known in the business as a "live load," an Ozark driver delivering such a load was required to work under the direction of Appellee's employees during the offloading process. (Affidavit of Keith Dickson, May 1, 2000, para. 5; Lawson Depo. p. 36).
On June 3, 1998, during one such delivery, Appellant suffered an injury to his shoulder. At the time, Appellant had been assisting Appellee's employee, Michael Marks ("Marks") as he unloaded boxes containing television sets from the Ozark truck. Marks had been removing the boxes with a forklift and Appellant assisted by holding and stabilizing the boxes while Marks slid the forklift underneath. Somehow, Appellant's arm became pinned between the boxes and the forklift, and Appellant damaged his shoulder during his efforts to free his arm.
Appellant subsequently received Worker's Compensation benefits through Ozark. Nevertheless, on May 18, 1999, Appellant filed suit against Appellee alleging that Marks' negligence precipitated his shoulder injury. Appellee moved for summary judgment, claiming that it was immune from liability under R.C. §
On July 31, 2000, concluding that there was, "no genuine issue of material fact as to whether Appellant was a loaned servant," the trial court granted Appellee's motion and dismissed the complaint. This is an appeal from that decision.
In his sole assignment of error, Appellant maintains:
The trial court committed error by sustaining the motion for Appellee for Summary Judgment.
As Appellant aptly notes, resolution of this case turns on two factors. First, whether Appellant was an employee or "loaned servant" of Appellee when he sustained his shoulder injury. Second, whether Appellee was Appellant's "employer" under R.C. §
The trial court resolved this matter on a motion for summary judgment. Review of appeals taken from the trial court's decision to grant summary judgment is de novo. Smiddy v. The Wedding Party, Inc. (1987),
Since summary judgment is a fairly drastic means of terminating litigation, it should be undertaken with caution, resolving all doubts against the moving party. Osborne v. Lyles (1992),
The party seeking summary judgment must inform the trial court of the basis for its motion and identify the parts of the record that demonstrate that it is entitled to judgment as a matter of law. Dresherv. Burt (1996),
Where the initial burden is met, the nonmoving party must then demonstrate that there is a genuine issue for trial. Lovejoy v. WestfieldNat. Ins. Co. (1996),
When the trial court concluded that this litigation was properly terminated on a motion for summary judgment, it had before it Appellant's complaint, Appellee's answer to that complaint, Appellant's deposition, Marks' deposition and an affidavit from Keith Dickson ("Dickson"), another employee of Appellee's. Based on that record the trial court concluded, "that there is no genuine issue of material fact as to whether or not Plaintiff was a `loaned servant'," and granted Appellee's motion. (Judgment Entry, July 31, 2000).
Appellee argues that it was entitled to summary judgment because Appellant was a loaned servant or employee of Kaufmanns' when he delivered the televisions to its distribution center. Appellee reasons that as Appellant's employer, Kauffmans was immune from liability under R.C. §
The loaned servant rule provides that where one person lends his servant to another for a particular employment, within the context of that employment, the servant is treated as if he were the servant of the one to whom he was lent. Halkias v. Wilkoff Co. (1943),
The record indicates that although Appellant drove a truck for Ozark, Ozark had an arrangement with Appellee that required Ozark's drivers to assist Appellee's distribution center employees when they unloaded deliveries from the Ozark truck. (Dickson Affidavit, May 1, 2000, para. 3; Lawson Depo. p. 36). As part of that arrangement, the Ozark employee would then receive additional payment of $55.00 for the extra work. (Dickson Affidavit, May 1, 2000, para. 4; Lawson Depo. p. 36, 37; Marks Depo. p. 13). In addition, during the offloading process, the Ozark truck driver assisted under the direction or supervision of one of Appellee's employees. (Dickson Affidavit, May 1, 2000, para. 5 6; Lawson Depo. pp. 45-46).
Based on the relationship described above, the trial court properly concluded that Appellant was a loaned servant or employee at the time he suffered injury to his arm. This Court recognizes that Appellant remained an Ozark employee when he undertook the delivery and sustained his injury. Nevertheless, for purposes of determining whether Appellant was a loaned servant, it is critical that Appellant did so under Appellee's direction and control. Since Appellant admitted that he unloaded the truck according to Marks' directions, there appears to be no genuine factual dispute that he was a "loaned servant."
The trial court's decision to terminate this litigation by granting summary judgment was, however, premature. Under R.C. §
Accordingly, summary judgment was only proper here if Appellee could demonstrate that it was an "employer" as contemplated by R.C. §
Appellee admits it failed to produce direct evidence of compliance with R.C. §
Given the restrictions surrounding summary judgment proceedings under Civ.R. 56, an issue of material fact is still outstanding and, thus, the record shows that Appellee failed to demonstrate that it was entitled to summary judgment. The assignment of error advanced by Appellant is meritorious. The trial court judgment is reversed and this matter is remanded for further proceedings according to law and consistent with this Court's opinion.
Vukovich, P.J., concurs.
DeGenaro, J., concurs.
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