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Palermo v. Bolivar Yacht Basin

Court of Appeals of Texas, First District, Houston
Aug 8, 2002
84 S.W.3d 746 (Tex. App. 2002)

Summary

holding lessor not liable as it retained no control of leased dock

Summary of this case from Shell Oil Co. v. Khan

Opinion

No. 01-01-00366-CV

Opinion issued August 8, 2002

On Appeal from the 10th District Court, Galveston County, Texas, Trial Court Cause No. 99-CV-1272-A

Jill S. Chatelain, Provost, Umphrey L.L.P., Beaumont, for appellant.

Stephen Douglas Pritchett, Vinson Elkins, Houston, for appellee.

Panel consists of Justices NUCHIA, RADACK, and PRICE.

The Honorable Frank C. Price, former Justice, Court of Appeals, First District of Texas at Houston, participating by assignment.


OPINION


Appellant, Randy J. Palermo, challenges the trial court's decision to grant Bolivar Yacht Basin, Inc.'s (Bolivar) motion for summary judgment. Appellant, in two points of error, argues that Bolivar owed him a duty and breached that duty. We affirm.

Background

Appellant sustained injuries to his left leg and face when he stepped from his boat onto the Bolivar Bait Camp dock. Appellant's fall and resulting injuries were caused by an unsecured board. Bolivar, as lessor, leased Bolivar Bait Camp to Paul and Leabeth Bernard (lessees). The Bolivar Bait Camp included the bait house, dock area, and fuel pump. Appellant sued both Bolivar and lessees under a premise-liability cause of action. Both Bolivar and lessees separately moved for summary judgment. The trial court granted Bolivar's motion for summary judgment and then severed appellant's claim against Bolivar and rendered a final judgment.

Discussion

A rendition of summary judgment must be strictly construed. Int'l Ins. v. Herman G. West, Inc., 649 S.W.2d 824, 825 (Tex.App.-Fort Worth 1983, no writ). Summary judgment is proper only when the movant establishes there is no genuine issue of material fact and the movant is entitled to judgment as a matter of law. Randall's Food Mkts., Inc. v. Johnson, 891 S.W.2d 640, 644 (Tex. 1995); Lawson v. B Four Corp., 888 S.W.2d 31, 34 (Tex.App.-Houston [1st Dist.] 1994, writ denied). The purpose of summary judgment is the elimination of patently umeritorious claims or untenable defenses; it is not intended to deprive litigants of their right to a full hearing on the merits of any real issue of fact. Levesque v. Wilkens, 57 S.W.3d 499, 503 (Tex.App.-Houston [14th Dist.] 2001, no pet.) (quoting Gulbenkian v. Penn, 252 S.W.2d 929, 931 (Tex. 1952)). In reviewing a summary judgment, we must indulge every reasonable inference in favor of the nonmovant and resolve any doubts in its favor. Randall's Food Mkts., 891 S.W.2d at 644; Lawson, 888 S.W.2d at 33. We take all evidence favorable to the nonmovant as true. Randall's Food Mkts., 891 S.W.2d at 644.

As movant, a defendant is entitled to summary judgment if the evidence disproves as a matter of law at least one element of each of the plaintiff's causes of action. Lear Siegler, Inc. v. Perez, 819 S.W.2d 470, 471 (Tex. 1991); Marchal v. Webb, 859 S.W.2d 408, 412 (Tex.App.-Houston [1st Dist.] 1993, writ denied). After the defendant produces evidence entitling it to summary judgment, the burden shifts to the plaintiff to present evidence creating a fact issue. Walker v. Harris, 924 S.W.2d 375, 376 (Tex. 1996).

If the trial court's judgment does not specify the ground on which the trial court relied for its ruling, the summary judgment must be affirmed if any of the grounds advanced are meritorious. Bradley v. State, 990 S.W.2d 245, 247 (Tex. 1999). In this case, the trial court granted Bolivar's motion for summary judgment without specifying the grounds. We will affirm the trial court's judgment if any of the grounds advanced by Bolivar in its motion for summary judgment are meritorious.

Duty

Appellant, in point of error one, argues that Bolivar owed him a duty to exercise ordinary care to protect appellant from not only those risks of which Bolivar was actually aware, but also from those risks of which Bolivar should have been aware after reasonable inspection. See Motel 6 G.P., Inc. v. Lopez, 929 S.W.2d 1, 3 (Tex. 1996) (presenting the standard of care owed to an invitee). The existence of a duty is a question of law for the court to decide from the facts surrounding the case. Walker, 924 S.W.2d at 377. The Texas Supreme Court has stated, "In determining whether a legal duty exists, we take into account not only the law and policies of this State, but the law of other states and the United States, and the views of respected and authoritative restatements and commentators." Smithkline Beecham Corp. v. Doe, 903 S.W.2d 347, 351 (Tex. 1995).

A lessor generally has no duty to tenants or their invitees for dangerous conditions on the leased premises. Brownsville Navigation Dist. v. Izaguirre, 829 S.W.2d 159, 160 (Tex. 1992) (citing Restatement (Second) of Torts § 356 (1965)). "This general rule stems from the notion that a lessor relinquishes possession or occupancy of the premises to the lessee." Johnson County Sheriff's Posse, Inc. v. Endsley, 926 S.W.2d 284, 285 (Tex. 1996).

The Texas Supreme Court has recognized several exceptions to this rule. Endsley, 926 S.W.2d at 285. For example, a lessor who makes repairs may be liable for injuries resulting from the lessor's negligence in making the repairs. Id. at 285 (citing Flynn v. Pan Am. Hotel Co., 183 S.W.2d 446, 448 (Tex. 1944)); see also Restatement (Second) of Torts § 357 (1965). A lessor who conceals defects on the leased premises of which the lessor is aware may also be liable. Endsley, 926 S.W.2d at 285 (citing Morton v. Burton-Lingo Co., 150 S.W.2d 239, 240 (Tex. 1941)); see also Restatement (Second) of Torts § 358 (1965). In addition, a lessor may be liable for injuries caused by a defect on a portion of the premises that remains under the lessor's control. Endsley, 926 S.W.2d at 285 (citing Parker v. Highland Park, Inc., 565 S.W.2d 512, 514-15 (Tex. 1978)); see also Restatement (Second) of Torts §§ 360, 361 (1965). Appellant argues that the third exception applies to this case because Bolivar retained actual control over the area of the premises where appellant was injured. We disagree.

Bolivar presented summary-judgment proof that it retained neither contractual nor actual control over the dock area. Appellant concedes that Bolivar held no contractual right to control the leased premises; a lease paragraph negates Bolivar's contractual rights to control. It reads,"Lessee shall be totally responsible for any and all needed repairs as well as maintaining the property in a safe and non-hazardous condition. . . ." Regarding lessees' actual control, Leabeth Bernard testified, "My husband and I had exclusive control over the premises, and in particular, the dock area on which Plaintiff alleges he was injured. We were responsible for making needed repairs, and in fact made such repairs as necessary." (Emphasis added).

Appellant argues the trial court erred by granting Bolivar's motion for summary judgment because a fact issue remains whether Bolivar, through its representative, Mr. Van Leuzen, retained actual control over the area where appellant was injured. To support his argument, appellant relies on testimony offered by Leabeth and Paul Bernard during their respective depositions.

Leabeth Bernard testified as follows:

Q. Did Mr. Van Leusen [sic] ever come out on that property to look at it?

A. Yes.

Q. Okay. How often would he come look at that property?

A. He's at the yacht basin almost daily, and he'll come down to the bait camp sometimes. He's there-he's there quite often.

Q. Does he ever work on the docks or the bait camp?

A. No. That is totally our responsibility. . . .

Q. Do you know whether or not Mr. Van Leuzen ever inspects the property for unsafe conditions?

A. Yes. He does.

Bolivar notes Leabeth Bernard testified "[H]e [Mr. Van Leuzen] will walk out on the dock and just be talking to us or something; and he'll just kind of be looking around, you know. And he-he's aware of everything going on. He's very astute, you know; and he's just-it's not a formal inspection."

Q. And is that property that's covered by the lease he inspects? [sic]

A. Yes.

Q. And how often does he do that?

• Whenever he happens to be walking around out there.

• Has there ever been a time when he's come to either you or your husband and said, "I found such and such, and I think it's a hazard. Ya'll need to get it fixed"? [sic]

• No, because we fix things as we find them. We keep it in repair.

• If he was inspecting out there and found something that was unsafe, would you expect him to come to you?

A. Yes, and tell us; and we fix it.

Paul Bernard testified as follows:

Q. Okay. Have you ever seen Mr. Van Leuzen out there looking at the property?

A. Almost every day. . . .

Q. Has he ever made any comment to you about the condition of the dock or asked you about inspecting it?

A. If he seen [sic] a loose board, he would tell me there was a loose board; and I'd nail it.

Q. Okay. Has that happened before?

A. Maybe once or twice.

Here, after indulging every reasonable inference in favor of appellant and resolving all doubts in his favor, we hold appellant's summary-judgment proof was insufficient to present evidence creating a fact issue with regard to Bolivar's actual control over the dock area. The record shows that: (1) Bolivar relinquished its contractual control over the leased premises; (2) Bolivar never controlled the dock by undertaking repairs; (3) Bolivar never instructed lessee how to repair the premises; and (4) the lessees testified that the dock area was under their exclusive control.

Our decision in this case is supported by Endsley. In Endsley, the Texas Supreme Court held the lessor of an arena owed no duty to a spectator who was injured by an object kicked into the air by a horse. 926 S.W.2d at 285. In reaching its decision, the court held: (1) the landlord had a policy requiring its tenants to maintain and prepare the arena grounds for their particular event; (2) equipment was available to prepare the grounds, but no instruction was offered to the tenants in preparing the grounds; (3) control of the premises was yielded to the tenants; and (4) it was the tenant's responsibility to prepare the arena to fit their needs. Id. at 286. Like Endsley, we conclude the facts in this case are insufficient to raise a fact issue regarding whether Bolivar retained actual control over the area where appellant was injured. Thus, the lessor-liability exception does not apply, and Bolivar accordingly did not owe a duty to appellant.

Appellee urges that the Restatement (Second) of Torts serves to remove it from the lessor-liability exception. We agree. The Restatement supports the proposition that a lessor may be liable for injuries caused by a defect on a portion of the premises that remains under the lessor's control. See Endsley, 926 S.W.2d at 285; Restatement (Second) of Torts §§ 360, 361 (1965). However, a number of cases which have imposed liability on the landlord on the basis of retained control deal with injuries sustained when the landlord has failed to maintain in responsibly safe condition parts of the premises which are used in common by all tenants. See, e.g., Parker, 565 S.W.2d at 514-15; Osti v. Saylors, 927 S.W.2d 623 (Tex.App.-Houston [1st Dist.] 1999, no pet.); Harris v. H.G. Smithy Co., 429 F.2d 744 (D.C. Cir. 1970); Levine v. Katz, 407 F.2d 303 (D.C. Cir. 1968). Implicit in these decisions is the notion that since no individual tenant controls the common area, control remains with the landlord. See, e.g., Fitzpatrick v. Ford, 372 S.W.2d 844, 849 (Mo. 1963).

Common areas to which a landlord's duty has been extended include "the hall, stairs, elevators, and other approaches to the part of the land leased to the lessee as a flat, office, or room in a tenement or boardinghouse" and "to such other parts of the land or building to the use of which by the express or implied terms of the lease the lessee is entitled, usually in common with other lessees, such as a bathroom in a boardinghouse and the roof or yard of a tenement building or apartment house." Restatement (Second) of Torts § 360 cmt. d. (1965). The lessor is only liable for the portion of the leasehold over which he retains control such as the "walls, roofs, and foundations of an apartment house or office building," or "any other part of the land the careful maintenance of which is essential to the safe use of the . . . portion of land leased to the various lessees, such as the central heating, lighting, or water system." Restatement (Second) of Torts § 361 cmt. b. (1965).

In this case, Bolivar was an out-of-possession landlord having leased to a single tenant the bait house, dock area, and fuel pump. Because the dock is limited in use by the sole tenant, its customers, and guests, it does not constitute a common area, but instead is part of the entire leased premises. Appellant has misapplied the lessor-liability exception to this case because the dock area cannot be classified as a common area and therefore falls outside of the Restatement's exception for lessor liability.

We overrule point of error one. Because we overrule point of error one, we need not reach point of error two.

Conclusion

We affirm the trial court's judgment.


Summaries of

Palermo v. Bolivar Yacht Basin

Court of Appeals of Texas, First District, Houston
Aug 8, 2002
84 S.W.3d 746 (Tex. App. 2002)

holding lessor not liable as it retained no control of leased dock

Summary of this case from Shell Oil Co. v. Khan
Case details for

Palermo v. Bolivar Yacht Basin

Case Details

Full title:RANDY J. PALERMO, Appellant v. BOLIVAR YACHT BASIN, INC., Appellee

Court:Court of Appeals of Texas, First District, Houston

Date published: Aug 8, 2002

Citations

84 S.W.3d 746 (Tex. App. 2002)

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