Genie Industries, Inc. v. Matak

462 S.W.3d 1 (2015)

Quick Summary

Genie Industries, Inc. (defendant) faced a wrongful-death lawsuit from Walter Matak’s estate (plaintiff) over an alleged design defect in their AWP-40S aerial lift. The lift could operate even when destabilized, leading to Matak’s fatal fall when it was moved with him elevated on the platform.

The core issue was whether the lift had a design defect that made it unreasonably dangerous. The Texas Supreme Court found no evidence supporting an unreasonable danger and reversed the appellate court’s decision in favor of Genie.

Facts of the Case

Genie Industries, Inc. (defendant) is a manufacturer of aerial lifts, which are platforms designed to raise workers to high places. The AWP-40S model is a lightweight lift capable of reaching up to 40 feet in the air.

To prevent tipping over, the lift is equipped with stabilizing outriggers, and safety measures prevent the platform from being raised unless the outriggers are properly engaged. Despite this, the lift can operate even if it becomes destabilized while already elevated.

The lift’s platform was used by employees James Boggan and Walter Matak (plaintiff) from an electric company hired by a church in Beaumont, Texas. The church allowed the use of its AWP-40S for a project.

Boggan and Matak initially operated the lift correctly but later began moving it with Matak elevated on the platform by releasing the outriggers, contrary to safety warnings.

This resulted in the lift tipping over and Matak’s fatal accident. Matak’s estate brought a wrongful-death action against Genie, alleging that a design defect in the AWP-40S caused the accident.

Procedural Posture and History

  1. The plaintiff’s estate filed a wrongful-death lawsuit against Genie Industries, Inc., claiming a design defect in the AWP-40S lift.
  2. A jury found in favor of the plaintiff’s estate.
  3. The appellate court affirmed the jury’s decision.
  4. Genie Industries, Inc. appealed to the Supreme Court of Texas.

I.R.A.C. Format


Whether the AWP-40S aerial lift manufactured by Genie Industries, Inc. had a design defect that caused Walter Matak’s death, and if such a defect existed, whether there was a safer alternative design.

Rule of Law

A product manufacturer is not liable for a design defect unless a safer alternative design exists and the defect renders the product unreasonably dangerous—meaning the risks outweigh its utility.

Reasoning and Analysis

The Supreme Court of Texas analyzed both the evidence of a safer alternative design and the risk-utility balance to determine if the AWP-40S lift was unreasonably dangerous. Expert testimony suggested possible alternative designs, but each had potential drawbacks that might introduce other risks or impair utility.

The court also considered the obviousness of the danger from misuse and the history of safe usage worldwide, concluding that reasonable minds could not differ on the risk-utility balance, and thus, as a matter of law, the product was not unreasonably dangerous.


The Texas Supreme Court reversed the decision of the appellate court and rendered judgment in favor of Genie Industries, Inc., finding no evidence that the AWP-40S lift was unreasonably dangerous.

Dissenting Opinions

Justice Boyd filed a dissenting opinion, joined by Justices Lehrmann and Devine, arguing that reasonable jurors could differ on whether the risks of the lift outweighed its utility and therefore the jury’s verdict should be respected.

Key Takeaways

  1. A product is not unreasonably dangerous if its risks do not outweigh its utility.
  2. Warnings about obvious dangers do not absolve manufacturers from liability if a safer design is feasible.
  3. Jury verdicts may be overturned on appeal if no reasonable interpretation of evidence supports them.

Relevant FAQs of this case

What legal principles apply when determining if a product's design is defective?

Product liability law applies, focusing on whether the product poses an unreasonable risk to the user when used as intended or foreseen. The assessment considers if there was a safer, feasible alternative that could have reduced the risk without impairing the product’s function or making it significantly more expensive.

  • For example: A car manufacturer designs a model with only three wheels to save on production costs. If the design leads to a high rollover rate, despite the savings, this design could be deemed defective because adding a fourth wheel – a common and safer design – would considerably increase stability without fundamentally altering the product’s purpose or incurring excessive costs.

How is the obviousness of danger in a product weighed against manufacturer liability?

The court will examine whether the danger was so apparent that an ordinary user could reasonably be expected to notice it and avoid harm. However, manufacturers may still be liable if they could have designed the product to eliminate the obvious danger without excessive cost or detrimental effect on utility.

  • For example: If a kitchen knife set is sold without a guard and someone gets cut, while knives are inherently sharp, providing a guard is a simple and low-cost measure that manufacturers could employ to prevent foreseeable injuries from handling or accidental contact.

Under what circumstances can expert testimony influence court decisions about product safety?

Expert testimony comes into play when specialized knowledge is required to understand whether a product is safe for its intended use. If experts can credibly demonstrate that there’s a safer design available which the manufacturer did not adopt, it can sway court decisions towards finding a product defect.

  • For example: In cases involving medical devices, if an expert biomechanical engineer testifies that introducing a specific type of plastic would reduce breakage without compromising other device functions, this could be pivotal in deeming the original design unsafe due to the availability of a better alternative.


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