Valentino, M., Aplt. v. Phila. Triathlon, LLC
Valentino, M., Aplt. v. Phila. Triathlon, LLC
Opinion
AND NOW , this 18th day of June, 2019, the Court being evenly divided, the Order of the Superior Court is AFFIRMED .
Justice Wecht did not participate in the consideration or decision of this matter.
OPINION IN SUPPORT OF AFFIRMANCE
JUSTICE BAER
This Court granted allocatur to determine whether an express assumption of the risk agreement executed by triathlon participant Derek Valentino ("Decedent") serves as a defense to a wrongful death claim commenced against the Philadelphia Triathlon, LLC ("Triathlon") by Decedent's heir ("Appellant"), who was not a signatory to the agreement. 1 The Superior Court held that Decedent's express assumption of the risks inherent in participation in the sporting event eliminated Triathlon's duty of care, thereby rendering Triathlon's conduct non-tortious. Absent tortious activity, the Superior Court concluded that the wrongful death claim brought by Decedent's heir could not succeed as a matter of law because the Wrongful Death Act premises recovery upon "the wrongful act or neglect or unlawful violence or negligence of another." 42 Pa.C.S. § 8301. Accordingly, the Superior Court affirmed the trial court's order granting summary judgment in favor of Triathlon. For the reasons set forth herein, we would affirm the judgment of the Superior Court and adopt its astute legal analysis.
Preliminarily and as explained in more detail infra , we respectfully note that the Opinions in Support of Reversal (both hereinafter collectively referred to as "OISR") ignore the issue for which we granted allocatur and, instead, attempt to reverse the judgment of the Superior Court on grounds not encompassed by this appeal. Specifically, the OISR would sua sponte hold that express assumption of the risk agreements are void and unenforceable in violation of public policy in cases involving claims brought pursuant to the Wrongful Death Act, 42 Pa.C.S. § 8301. The OISR reaches this conclusion notwithstanding that no party to this appeal challenges the validity of the agreement on public policy grounds or otherwise. We decline to engage in this judicial overreaching and proceed to address the merits of the issue before us.
We begin with a brief recitation of the facts. In 2010, Triathlon organized a multi-sport-event, comprised of swimming in the Schuylkill River, cycling for more than fifteen miles, and running for more than three miles. To compete in the event, each participant was required to register, pay a fee, and execute electronically a liability waiver agreement that included an assumption of the risk provision ("Agreement"). On January 24, 2010, Decedent complied with these requisites by electronically registering as a participant in the triathlon and executing the Agreement.
The executed Agreement stated that Decedent understood "the physical and mental rigors associated with triathlon," and "that running, bicycling, [and] swimming ... are inherently dangerous and represent an extreme test of a person's physical and mental limits." Appellee's Motion for Summary Judgment Ex. G, dated Aug. 5, 2013. The Agreement further acknowledged Decedent's understanding that "participation involves risks and dangers which include, without limitation, the potential for serious bodily injury, permanent disability, paralysis and death ... and other undefined harm or damage which may not be readily foreseeable[.]" Id. The Agreement provided that Decedent was aware "that these Risks may be caused in whole or in part by [his] own actions or inactions, the actions or inactions of others participating in the Event, or the acts, inaction or negligence of [the Triathlon]." Id.
Germane to this appeal, the Agreement stated that Decedent " expressly assume[d] all such Risks and responsibility for any damages, liabilities, losses or expenses " resulting from his participation in the event. Id. (emphasis added). The Agreement also included a provision stating that Decedent further agreed that if he or anyone on his behalf "makes a claim of Liability against any of the Released Parties, [Decedent] will indemnify, defend and hold harmless each of the Released Parties from any such Liability which any [sic] may be incurred as the result of such claim." Id. 2
The triathlon took place on June 26, 2010. At approximately 8:30 a.m., Decedent entered the Schuylkill River to begin the first segment of the race. Tragically, Decedent never completed the swimming portion of the competition. Divers retrieved Decedent's body from the river the next day after he presumably drowned while participating in the triathlon. On April 12, 2012, Decedent's widow, Michele Valentino, both in her own right and as administratrix of her husband's estate (referred to as "Appellant" herein), asserted wrongful death and survival claims against various defendants, including Triathlon. Only the wrongful death claim is at issue in this appeal. Appellant subsequently amended her complaint and the defendants filed preliminary objections. On July 27, 2012, the trial court sustained the defendants' preliminary objections and struck all references in the complaint that referred to outrageous acts, gross negligence, recklessness, and punitive damages, holding that these averments were legally insufficient as the facts alleged demonstrated only ordinary negligence. The trial court further struck particular paragraphs of the amended complaint on grounds that they lacked specificity.
In December of 2012, following the various defendants' filing of an answer and new matter, the defendants moved for summary judgment, asserting the Agreement as an affirmative defense. The trial court denied summary judgment, finding that questions of material fact remained regarding the existence of the Agreement. Appellant thereafter stipulated to the dismissal of all defendants except Triathlon. Once discovery was completed, Triathlon again moved for summary judgment. Concluding that the evidence at that point in the proceedings demonstrated that the Agreement was among Decedent's possessions and was valid and enforceable, the trial court granted summary judgment in favor of Triathlon.
Prior to the trial court issuing its Pa.R.A.P. 1925(a) opinion explaining its rationale for granting summary judgment in favor of Triathlon, the Superior Court, in an unrelated matter, decided the case of
Pisano v. Extendicare Homes, Inc.
,
Relying upon Pisano , Appellant argued to the Superior Court that Decedent's Agreement with Triathlon does not apply to her as a non-signatory and, thus, has no preclusive effect upon her wrongful death claims asserted against Triathlon. In response, Triathlon contended that Decedent's assumption of the risks inherent in participation in the event relieved its duty of care, thereby rendering Triathlon's conduct non-tortious as a matter of law. The Triathlon maintained that, absent tortious activity, a wrongful death claim could not succeed because the Wrongful Death Act premises recovery upon "the wrongful act or neglect or unlawful violence or negligence of another." 42 Pa.C.S. § 8301.
Initially, on December 30, 2015, a divided panel of the Superior Court reversed the trial court's order in part, holding that under Pisano, Decedent's Agreement was not applicable to Appellant because she was not a signatory to the contract. The Superior Court thereafter granted en banc argument and withdrew its panel decision.
On November 15, 2016, an
en banc
Superior Court affirmed the trial court's order granting Triathlon summary judgment in a published decision.
Valentino v. Phila. Triathlon, LLC
,
The Superior Court found that the available substantive defense here was Decedent's contractual assumption of the risks inherent in participation in the triathlon.
The assumption of the risk doctrine, set forth in Section 496A of the Restatement Second of Torts, provides that "[a] plaintiff who voluntarily assumes a risk of harm arising from the negligent or reckless conduct of the defendant cannot recover for such harm." Restatement Second of Torts, § 496A. Comment c(1) to Section 496A provides that the express assumption of the risk "means that the plaintiff has given his express consent to relieve the defendant of an obligation to exercise care for his protection, and agrees to take his chances as to injury from a known or possible risk."
Pennsylvania case law illustrates that one's assumption of the risks inherent in a particular activity eliminates the defendant's duty of care.
See
Hughes v. Seven Springs Farm Inc.,
Relying on this substantive tort law, the Superior Court in the instant case held that by knowingly and voluntarily executing a valid agreement expressly assuming the risks inherent in participating in the sporting event, Decedent extinguished Triathlon's duty of care, thereby rendering its conduct not tortious.
Valentino
,
The Superior Court in the instant case readily distinguished
Pisano
on the ground that it did not involve an agreement to assume all risks inherent in a particular activity, which would serve to eliminate the duty element of the wrongful death action against the alleged tortfeasor. Acknowledging
Pisano's
principle that a third party's right of action in a wrongful death claim is an independent statutory claim of a decedent's heirs and is not derivative of a decedent's right of action, the Superior Court emphasized that "a wrongful death claim still requires a tortious injury to succeed."
Valentino
,
Similarly, the Superior Court distinguished this Court's decision in
Buttermore v. Aliquippa Hospital
,
The Superior Court below distinguished
Buttermore
, finding that unlike the express assumption of the risk agreement here, the settlement agreement in
Buttermore
did not extinguish a requisite element of the wife's loss of consortium claim.
Valentino
,
We agree with the Superior Court's application of well-settled tort law and its conclusion that the assumption of the risk agreement entered into between Decedent and the Triathlon operates much differently than the settlement agreement in
Buttermore
and the arbitration agreement in
Pisano
, as the latter agreements do not preclude a finding that the defendant acted tortiously. We further agree with the intermediate appellate court that a decedent's valid assumption of the risk agreement does not negate his heir's right to commence a wrongful death lawsuit, but it "can support a defense asserting that the alleged tortfeasor owed no duty to the decedent."
Valentino
,
Accordingly, once Decedent extinguished Triathlon's duty of care by expressly assuming all risks in the inherently dangerous sporting event, his heir could not resurrect that duty of care after his death. To do so would afford a decedent's heirs more rights than those possessed by a decedent while alive. Such a result not only defies logic, but also the statutory requisites for a wrongful death claim. As there is no genuine issue of material fact and it is clear that Triathlon is entitled to judgment as a matter of law, we would affirm the judgment of the Superior Court, which affirmed the trial court order granting summary judgment in Triathlon's favor. See Pa.R.C.P. 1035.2 (providing that summary judgment is appropriate only when there is no genuine issue as to any material fact or when a party which will bear the burden of proof has failed to present evidence sufficient to present the issue to the jury).
As noted, regarding the OISR's
sua sponte
public policy declaration, our primary objection is that the issue of whether the express assumption of the risk agreement violates public policy is not properly before the Court; thus, the grant of relief on this claim cannot serve as a means to disturb the judgment of the Superior Court.
See
Steiner v. Markel
,
Additionally, we observe that the OISR declares the express assumption of the risk agreement violative of the public policy set forth in the Wrongful Death Act, i.e. , to compensate family members of victims of tortious conduct, without any explanation as to how tortious conduct can exist in the absence of a duty of care. Further, the OISR seeks to invalidate not all express assumption of the risk contracts, but only those relating to wrongful death claims, based upon the public policy set forth in the Wrongful Death Act. Accordingly, under the OISR's reasoning, express assumption of the risk agreements would generally be valid to preclude a participant's ordinary negligence claims against the purveyor of an inherently dangerous sport or activity, but would be invalid where a participant's injuries were fatal and his heirs sought recovery for wrongful death. Thus, a participant who suffered grievous non-fatal injury would have no redress, but his family would have redress if the participant succumbed to his injuries.
This result is untenable as there is no evidence to suggest that it is the public policy of the Commonwealth of Pennsylvania to elevate the rights of victims' heirs over those of the victims themselves or to immunize wrongful death claims from ordinary and readily available defenses. In fact, not only did the General Assembly premise recovery in wrongful death on the precise tortious conduct that caused the decedent's fatal injuries, but directed expressly that a wrongful death action "may be brought, under procedures prescribed by general rules." 42 Pa.C.S. § 8301(a). There is simply no provision in the Wrongful Death Act that renders an heir's entitlement to relief absolute. Had the Legislature intended that mandate, it would have so directed.
Moreover, it is not the role of this Court to create the public policy of this Commonwealth. Instead, "public policy is to be ascertained by reference to the laws and legal precedents and not from general considerations of supposed public interest."
Burstein v. Prudential Prop. & Cas. Ins. Co.
,
The OISR fails to heed this warning. By declaring the public policy of this Commonwealth, untethered to legislative fiat and in a case where the issue is not before us, the OISR comes dangerously close to displacing the legislative process with judicial will. Accordingly, we would affirm the judgment of the Superior Court, which affirmed the order granting summary judgment in favor of the Triathlon. While the facts of this case are most tragic, this Court may not afford relief where the law does not so provide.
Chief Justice Saylor and Justice Todd join this opinion in support of affirmance.
OPINION IN SUPPORT OF REVERSAL
JUSTICE DOUGHERTY
The question before the Court is whether the Superior Court erred when it determined a pre-injury exculpatory waiver signed by a triathlon participant provides a complete defense to claims brought by the participant's non-signatory heirs pursuant to the Wrongful Death Act, 42 Pa.C.S. § 8301. We would find the waiver is unenforceable against the heirs and does not preclude their wrongful death action. We would therefore reverse the Superior Court's decision and remand to the trial court for further proceedings.
In 2010, appellee Philadelphia Triathlon, LLC, organized the Philadelphia Insurance Triathlon Sprint (the Triathlon). The Triathlon consisted of three events: (1) a 0.5 mile swim; (2) a 15.7 mile bicycle race; and (3) a 3.1 mile run. The swim portion of the Triathlon took place in the Schuylkill River in Philadelphia, Pennsylvania. As a participant in the Triathlon, Decedent, Derek Valentino, registered as a participant for the Triathlon and executed a Waiver and Release of Liability (the Waiver) by affixing his electronic signature to an online registration form.
On race day, at approximately 8:30 a.m., Decedent entered the Schuylkill River for the swim portion of the Triathlon, but he did not complete the swim and, on the following day, his body was recovered from the Schuylkill River. There is no dispute Decedent drowned in the river while participating in the Triathlon.
See
Valentino v. Phila. Ins. Co.
, No. 120401417,
Appellant Michele Valentino filed a lawsuit in her individual capacity and as Administratrix of the Estate of Derek Valentino, against several defendants, including appellee, asserting survival claims on Decedent's behalf and wrongful death claims on her own behalf and that of her children. 1 See Amended Complaint at ¶¶ 26-28, 34-36, citing 42 Pa.C.S. § 8302 (Survival Act provides "[a]ll causes of action or proceedings, real or personal, shall survive the death of the plaintiff or of the defendant ..."); Amended Complaint at ¶¶29-33, 37-41, citing 42 Pa.C.S. § 8301(a), (b) (Wrongful Death Act provides spouse, children or parents of decedent can bring action "to recover damages for the death of an individual caused by the wrongful act or neglect or unlawful violence or negligence of another"). 2 In response to preliminary objections, the trial court entered orders striking from the complaint all references to outrageous acts, gross negligence and recklessness. The trial court also struck appellant's claim for punitive damages. Remaining in the case were several allegations of ordinary negligence, specifically, that appellee failed to: make a reasonable inspection of the premises and event course; remove or take measures to prevent dangerous conditions; follow rules, regulations, policies and procedures governing safety standards; properly train the Triathlon's agents, servants and employees with respect to safety rules, regulations, policies and procedures; properly supervise the Triathlon's employees to ensure the Triathlon was conducted in a reasonable and safe manner; properly construct or design a safe event route to avoid dangerous conditions; regulate or control the number of individuals participating in each phase of the race simultaneously; have proper rules, regulations, policies and procedures for the timely recognition and response of event participants in distress and need of rescue; and have adequate safety personnel on hand for each aspect of the event. See id. at ¶ 22(b), (d) & (f) - (l).
Thereafter, appellee filed an answer with new matter, claiming Decedent was sufficiently negligent himself to completely bar appellant's recovery, or alternatively, to reduce appellant's recovery in accordance with the amount of comparative negligence attributed to Decedent. See Answer with New Matter at ¶43, citing Comparative Negligence Act, 42 Pa.C.S. § 7102. In addition, appellee asserted the complete defense of assumption of risk, claiming it owed no duty to Decedent or his survivors based on Decedent's execution of the Waiver. Id. at ¶¶44, 46.
a. Summary Judgment
On September 30, 2013, the trial court granted appellee's motion for summary judgment and dismissed all of appellant's remaining claims with prejudice. On appellant's motion for reconsideration, the court opined summary judgment on the survival action was proper based on the Waiver.
Valentino,
b. Superior Court
A divided
en banc
panel of the Superior Court subsequently affirmed summary judgment on all claims.
Valentino v. Phila. Triathlon, LLC
,
Appellant filed a petition for allowance of appeal and this Court granted review of two questions:
Whether the Superior Court erred when it determined that a waiver of liability form, executed solely by the decedent, and stating the signer assumes all risks of participation in a triathlon, also binds his heirs, thereby precluding them from bringing a wrongful death action?
Whether the defense of assumption of risk should be abolished except in those situations where it is specifically permitted by the Comparative Negligence Act? 5
Valentino v. Phila. Triathlon, LLC
,
Our standard and scope of review on appeal from summary judgment are well-established. "[A]n appellate court may reverse the entry of summary judgment only where it finds that the trial court erred in concluding that the matter presented no genuine issue as to any material fact and that it is clear that the moving party was entitled to judgment as a matter of law."
Phillips v. Cricket Lighters
,
II.
Appellant argues the Superior Court erred in determining the Waiver, which was executed solely by Decedent, barred his heirs' wrongful death action. Appellant first notes wrongful death actions are statutorily authorized in Pennsylvania:
(a) General rule. --An action may be brought, under procedures prescribed by general rules, to recover damages for the death of an individual caused by the wrongful act or neglect or unlawful violence or negligence of another if no recovery for the same damages claimed in the wrongful death action was obtained by the injured individual during his lifetime and any prior actions for the same injuries are consolidated with the wrongful death claim so as to avoid a duplicate recovery.
42 Pa.C.S. § 8301(a). Relying on Pennsylvania jurisprudence, appellant argues a wrongful death action is derivative of the victim's fatal injuries, but is nevertheless meant to compensate a decedent's survivors "for the pecuniary loss they have sustained by the denial of future contributions decedent would have made in his or her lifetime." Appellant's Brief at 13-15,
quoting
Frey v. Pa. Elec. Comp.,
Appellant relies on
Buttermore v. Aliquippa Hospital,
In response, appellee contends summary judgment was properly entered and dismissal of appellant's wrongful death claims should be affirmed. Appellee argues a wrongful death action is derivative of, and dependent upon, a tortious act that results in decedent's death. Appellee's Brief at 13,
citing
Centofanti v. Pa. R. Co.
,
III.
The Wrongful Death Act (the Act), provides an independent statutory cause of action that belongs to specific claimants,
i.e.
the surviving spouse, children or parents of the deceased. 42 Pa.C.S. § 8301 (Act provides spouse, children or parents of decedent can bring action "to recover damages for the death of an individual caused by the wrongful act or neglect or unlawful violence or negligence of another").
See
Kaczorowski
,
It is clear the General Assembly intended the Act to compensate the decedent's surviving heirs, not the decedent himself, whose own losses are encompassed in a survival action.
Compare
42 Pa.C.S. § 8301 (wrongful death)
with
42 Pa.C.S. § 8302 (survival);
see also
Amato v. Bell & Gossett
,
With these principles and the legislative purpose of the Act in mind, we must determine whether the Waiver provides a complete defense to a wrongful death claim brought by non-signatory heirs. A liability waiver is, at its core, a contract, and must be construed and interpreted in the same manner as other contracts - such as arbitration clauses or settlement agreements and releases - when determining whether it is effective against a non-signatory third party. The Waiver purports to be an exculpatory contract, and such contracts are generally disfavored by the law.
See
Employers Liability Assur. Corp. v. Greenville Business Men's Ass'n.
,
Thus, in determining whether the Waiver provides a defense to appellant's wrongful death action, we must liberally apply the remedial Act while we simultaneously construe the Waiver strictly against appellee as the party seeking protection from the contract. We would hold the Superior Court did the opposite in its decision below: the court erroneously gave the Waiver the broadest application possible while disregarding the remedial nature of the Act and the public policy considerations underpinning it. 6
First, we note the Waiver is a contract between Decedent and appellee involving their own private affairs.
Chepkevich
,
Our conclusion is consistent with prior Pennsylvania case law arising from wrongful death actions. As this Court has stated, such lawsuits are meant to compensate the statutory beneficiaries,
i.e.
the spouse, children or parents of the decedent for the pecuniary losses they sustained as a result of their relative's death.
See
Tulewicz
,
We observe that the undisputed purpose of the Act is "to provide a cause of action against one whose tortious conduct caused the death of another."
Amadio
,
Accordingly, we would hold the Waiver is void and unenforceable with respect to appellant's wrongful death claims and, as such, the Waiver should not be available to appellee as a defense in the underlying wrongful death litigation. 8 We would hold the Superior Court erred in affirming summary judgment in favor of appellee on that basis, and reverse and remand to the trial court for further proceedings on appellant's wrongful death claim.
Justice Donohue and Justice Mundy join this opinion in support of reversal.
OPINION IN SUPPORT OF REVERSAL
JUSTICE DONOHUE
I join Justice Dougherty's Opinion in Support of Reversal ("OISR") in full. I too disagree with the Superior Court's conclusion that the Decedent's exculpatory agreement may serve as a complete defense to the wrongful death heir's claim against the Triathlon. I write separately to express my view that, in light of the derivative nature of wrongful death actions, the Superior Court was technically correct in its analysis of the mechanical operation of the liability waiver in reaching its conclusion. However, when the mechanical operation of the law works to defeat the purpose of a remedial statute like the Wrongful Death Act, by way of the broad enforcement of a legally disfavored exculpatory agreement, the mechanical operation must yield.
As Justice Dougherty explains, this Court has repeatedly affirmed a requirement that exculpatory agreements must be narrowly and strictly construed because exculpatory language, which purports to relieve a person of liability even when he has negligently caused injury to another, is not favored in the law. OISR (Dougherty, J.) at 952-53, 954-55 (citing
Employers Liability Assur. Corp. v. Greenville Business Men's Ass'n.
,
Dilks v. Flohr Chevrolet, Inc.
,
I believe that we must, however, decline to allow the liability waiver to defeat a wrongful death action brought by heirs who never agreed, expressly or otherwise, to eliminate their statutory right to recover for their pecuniary loss resulting from the death of their loved one that, as alleged, was tortious but for the liability waiver. Allowing the liability waiver to defeat the wrongful death action, as the Superior Court did, gives the waiver the broadest possible reading, contrary to our mandate to narrowly construe such provisions. The tenet of strict construction requires that we limit this liability waiver to its narrowest effect: a bar to recovery under the survival action.
Moreover, as noted by Justice Dougherty, for an exculpatory waiver to be valid, it must meet three conditions: it must not contravene public policy, the contract must be between persons relating entirely to their own private affairs, and each party must be a free bargaining agent to the agreement so that the contract is not one of adhesion. OISR (Dougherty, J.) at 952-53 (citing
Chepkevich
,
We declined to find the waiver enforceable, explaining:
Such a protective clause is undoubtedly valid and enforceable if it does not contravene any policy of the law, that is, if it is not a matter of interest to the public or the state but merely an agreement between persons relating entirely to their private affairs. The situation becomes an entirely different one in the eye of the law when the legislation in question is, as here, a police measure obviously intended for the protection of human life; in such event public policy does not permit an individual to waive the protection which the statute is designed to afford him.
We are tasked here with determining the legal effect of a liability waiver upon a third party, not the signatory - a far more extreme reach of the waiver of liability than in Boyd . However, as in Boyd , the fullest enforcement of the liability waiver would contravene an unequivocal policy determination by the General Assembly, namely that wrongful death heirs are entitled to recover pecuniary losses from the party responsible for their provider's death. See OISR (Dougherty, J.) at 952-53, 954.
The Wrongful Death Act, which is remedial in nature and must be construed liberally, assures that surviving heirs do not need to go without financial support nor look to public welfare agencies to shoulder the economic burden of the loss of a provider.
See
Kaczorowski
,
Allowing the Triathlon to use Decedent's waiver of liability to defeat a wrongful death claim would require us to ignore clear public policy embedded in the wrongful death statute and our laws governing decedents more generally. Analogously, the General Assembly has for centuries prohibited spousal disinheritance by will in order to ensure the surviving spouse's financial security after the decedent's death.
See
In re Houston's Estate
,
We also granted allowance of appeal to determine whether to abolish the assumption of the risk doctrine under circumstances where the Comparative Negligence Act does not expressly permit its application. Appellant, however, waived this issue by not challenging the overall viability of the assumption of the risk doctrine in the lower tribunals. See Pa.R.A.P. 302(a) (providing that "[i]ssues not raised in the lower court are waived and cannot be raised for the first time on appeal").
In block capital lettering above the signature line, the Agreement stated that Decedent's acceptance of the Agreement confirmed that he read and understood its terms, that he understood that he would surrender substantial rights, including the right to sue, and that Decedent signed the agreement freely and voluntarily.
In Pisano , the decedent had executed an agreement at the time of his admission to a long-term care nursing facility ("Extendicare"), providing that any dispute arising from the agreement would be resolved by binding arbitration. Id. at 653. The decedent's son subsequently commenced a wrongful death action against Extendicare in the trial court. Extendicare filed preliminary objections, seeking to have the case dismissed for lack of subject matter jurisdiction. The trial court overruled Extendicare's preliminary objections, holding that a wrongful death action is a creature of statute and is independent of the right of action of the decedent's estate. Id. at 654. Thus, the trial court concluded, the decedent's agreement to arbitrate disputes did not preclude the wrongful death claim brought by the decedent's son. Id .
The Superior Court affirmed. The court reasoned that pursuant to 42 Pa.C.S. § 8301, a wrongful death action is not derivative of the decedent's claim, but is a separate and distinct right of action belonging to statutory claimants to compensate them for damages they sustained as a result of the decedent's death. Id. at 656-8. The Pisano court concluded that the arbitration agreement was not binding on the decedent's son because he was not a party to that agreement; thus, the trial court was correct in refusing to compel arbitration.
Notably, the Superior Court presumed the validity of the Agreement as Appellant presented no claim to the contrary. See id. at 492 n.6 (explaining that Appellant "does not challenge the substantive validity of the liability waiver as a bar to her claims of ordinary negligence. Consequently, we need not address the validity of the exculpatory provisions in the context of this case."). By declaring the Agreement void as against public policy, the OISR ignores this clear waiver of any challenge to the Agreement on those grounds.
Appellant stipulated to the dismissal of all defendants other than appellee on January 29, 2013, and they are not involved in this appeal. See Stipulation of Dismissal Without Prejudice.
In Pennsylvania, wrongful death claims are separate and distinct from survival claims, although both involve allegations of negligence against the defendant.
See
Dubose v. Quinlan
,
Judge Olson authored the majority opinion joined by P.J. Gantman, P.J.E. Bender, and Judges Bowes, Shogun and Ott.
In a concurring and dissenting opinion joined by Judges Panella and Lazarus, P.J.E. Ford Elliott determined
Buttermore v. Aliquippa Hospital,
This Court granted review of this second issue and ordered supplemental briefing via a per curiam order dated January 26, 2018. As acknowledged by the Opinion in Support of Affirmance (OISA), although appellant challenged the effectiveness of the Waiver as it applied to Decedent, she never questioned the overall viability of the doctrine of assumption of the risk below, and the issue is therefore waived. See OISA at 942, n.1.
The OISA suggests our view of the case ignores the question before the Court.
See
OISA at 942-43. Respectfully, the OISA's position reveals an overly narrow reading of the issue on appeal,
i.e.,
whether an exculpatory contract can be enforced against non-signatory heirs in a claim made pursuant to the Wrongful Death Act.
See
supra
at 950-51. In answering that question, we examine the terms of the Waiver within the context in which it is to be enforced. We cannot disregard the nature of the underlying suit and our jurisprudence guiding our interpretation of exculpatory contracts, which specifically includes a consideration of public policy.
See
Chepkevich
,
The OISA accurately observes an exculpatory agreement would "generally be valid to preclude a participant's ordinary negligence claims against the purveyor of an inherently dangerous sport or activity," but nevertheless rejects our view that the same waiver could be ineffective as a defense in a wrongful death claim while providing a viable defense in a survival action. See OISA at 947. We consider the disparate treatment of the Waiver in the two causes of action to be the direct result of the different goals and purposes served by the relevant statutes. See supra at 942, n.2.
Importantly, our holding would not render appellee defenseless in that litigation, despite the OISA statement our reading means appellant's right to relief is "absolute".
See
OISA at 947. We recognize a wrongful death action is a tort claim arising from the alleged "wrongful act or neglect or unlawful violence or negligence of another." 42 Pa.C.S. § 8301. Appellant must still prove the elements of her case, including causation, before any recovery would be assured.
See, e.g.,
Phillips v. Cricket Lighters
,
Case-law data current through December 31, 2025. Source: CourtListener bulk data.