Barker v. Lull Engineering Co.

20 Cal.3d 413, 143 Cal.Rptr. 225, 573 P.2d 443 (1978)

Quick Summary

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Ray Barker (plaintiff) sued Lull Engineering Co. and George M. Philpott Co., Inc. (defendants) after being injured by a loader he claimed was defectively designed. The jury initially ruled against Barker.

The issue revolved around whether the instruction given to the jury regarding ‘unreasonably dangerous for its intended use’ was correct.

The Supreme Court of California reversed the lower court’s decision, citing an error in jury instruction that conflicted with strict liability doctrine, which does not require proving that a product is unreasonably dangerous beyond consumer expectations.

Facts of the Case

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Ray Barker (plaintiff) was operating a high-lift loader at a construction site when he was injured due to losing control of the loader, resulting in him being struck by falling timber.

The loader was manufactured by Lull Engineering Co. (defendant) and leased from George M. Philpott Co., Inc. (defendant). Barker, inexperienced with the loader, claimed it was defectively designed, lacking safety features like seat belts and a roll bar, which he argued would have prevented his injuries.

Evidence presented showed that these features might have actually made the loader unsafe and that the accident was largely due to Barker’s inexperience.

At trial, the jury was instructed to consider whether the loader was ‘unreasonably dangerous for its intended use’ to determine if it was defectively designed. The jury sided with Lull and Philpott, leading Barker to appeal on grounds that the instruction was inconsistent with strict liability principles established in prior cases.

Procedural History

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  1. Barker sustained injuries while operating a high-lift loader and filed a suit alleging defective design.
  2. The jury ruled in favor of the defendants after being instructed to consider if the product was ‘unreasonably dangerous for its intended use.’
  3. Barker appealed the decision, challenging the jury instructions based on strict liability principles.

I.R.A.C. Format

Issue

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Whether the trial court erred in instructing the jury that strict liability for a product’s design defect is based on finding the product ‘unreasonably dangerous for its intended use’ as per the standards set in Cronin v. J.B.E. Olson Corp.

Rule of Law

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The rule of law in this case derives from strict product liability doctrine, which holds that a manufacturer is liable if a product has a defect that causes injury, without needing to prove negligence or unreasonable danger beyond ordinary consumer expectations.

Reasoning and Analysis

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The Supreme Court of California agreed with Barker, finding the trial court’s instruction erroneous. The court emphasized that strict liability should not depend on a product being unreasonably dangerous beyond what an ordinary consumer would expect, as this would impose an undue burden on the injured plaintiff.

Instead, the court clarified that a product is defective in design if it fails to perform safely as an ordinary consumer would expect or if its design caused injury and its risks outweigh its benefits—a dual standard approach.

The court further explained that the burden of proof regarding the risk-benefit analysis should shift to the defendants once a plaintiff makes a prima facie showing of injury caused by the product’s design. This maintains focus on the product’s condition rather than on the manufacturer’s conduct and aligns with Greenman’s principle of relieving plaintiffs from proving negligence in strict liability cases.

Conclusion

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The judgment in favor of Lull Engineering Co. and George M. Philpott Co., Inc. was reversed due to improper jury instructions that were inconsistent with strict liability principles.

Key Takeaways

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  1. The Supreme Court of California rejected the ‘unreasonably dangerous’ standard for strict liability as it places an excessive burden on plaintiffs.
  2. A product is considered defectively designed if it fails to meet ordinary consumer safety expectations or if its risks outweigh its benefits.
  3. The manufacturer bears the burden of proof in demonstrating that a product’s design is not defective once a plaintiff shows injury caused by the design.

Relevant FAQs of this case

What is the consumer expectations test for product defects, and how does it apply?

The consumer expectations test determines whether a product’s design is defective based on whether it fails to perform as safely as an ordinary consumer would expect when used in an intended or reasonably foreseeable manner. This standard takes into account the average use of a product without expert testimony, focusing on the common knowledge of its users.

  • For example: A coffee cup that disintegrates when filled with hot liquid would likely fail this test, as consumers expect it to hold liquid without falling apart.

How does the risk-benefit analysis compare to the consumer expectations test in product liability cases?

The risk-benefit analysis evaluates whether a product’s design is defective by weighing potential risks against its benefits, whereas the consumer expectations test focuses on whether the product meets the ordinary expectations of the consumer regarding safety. Risk-benefit analysis often requires expert testimony and considers technical details, which is not required in the consumer expectations test.

  • For example: In deciding on the safety of a pharmaceutical drug, the court may consider its effectiveness versus potential side effects, which would involve a risk-benefit analysis.

In what ways can a manufacturer meet their burden of proof when a plaintiff has made a prima facie case for product defect?

A manufacturer can meet their burden of proof by showing evidence that at the time of production, they employed all proper testing procedures, adhered to industry standards, incorporated state-of-the-art safety measures available, and provided adequate warnings about non-obvious dangers associated with the use of their product.

  • For example: A car manufacturer may demonstrate that they included all available advanced safety features and complied with government safety regulations at the time of manufacturing to counter claims of a defective design.

References

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