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McJunkin v. Kaufman & Broad Home Systems, Inc., 748 P.2d 910 (1987)

Citation
McJunkin v. Kaufman & Broad Home Systems, Inc., 748 P.2d 910 (1987)
Parent Document
McJunkin v. Kaufman & Broad Home Systems, Inc., 748 P.2d 910 (1987)
Jurisdiction
Montana (state)
Effective Date
1987-12-22

Full Text

21,701 chars
The issue before us is not novel. In McGregor v. Momrner
(Mont. 1986), 714 P.2d 536, 43 St.Rep. 206 and Dunfee v.
Raskin-Robbins, Inc. (Mont. 1986), 720 P.2d 1148, 43 St.Rep.
964, we rejected similar instructions which defined good
faith and fair dealing as "honesty in fact." As Nicholson
indicates, the covenant of good faith and fair dealing is
more than "honesty in fact." Dunfee, 720 P.2d at 1152, 43
St.Rep. at 969. "It requires, at a minimum, that defendants'
actions were arbitrary, capricious or unreasonable and
exceeded plaintiffs' justifiable expectations."    McGregor,
714 P.2d at 543, 4 3 St.Rep. at 214.
     We hold the District Court correctly refused to give the
instruction.
                            Fraud
     The District Court granted a directed verdict in favor
of the defendants on the McJunkins claim of constructive
fraud.     The McJunkins contend that the District Court
incorrectly determined that a fiduciary duty is necessary for
a constructive fraud claim to lie.        We agree with the
McJunkins. However, we find the error to be harmless.
     Constructive fraud is defined in 5 28-2-406, MCA.     It
provides :
     Constructive fraud consists in:
     (1) any breach of duty which, without an actually
     fraudulent intent, gains an advantage to the person
     in fault or anyone claiming under him by misleading
     another to his prejudice or to the prejudice of
     anyone claiming under him; or
     (2) any such act or omission as the law especially
     declares to be fraudulent, without respect to
     actual fraud.
     By its terms, the statute does not require that the
plaintiff demonstrate a fiduciary relationship.    It merely
requires the establishment of a duty.    We have recognized
that a sufficient duty can arise in a commercial transaction
such as the one at hand.     Woodahl v. Mathews (1982), 196
Mont. 445, 639 P.2d 1165; Mends v. Dykstra (1981), 195 Mont.
440, 637 P.2d 502; Moschelle v. Hulse (1980), 622 P.2d 155,
37 St.Rep. 1506.    We find the defendants had a duty to
refrain from intentionally or negligently creating a false
impression by words or conduct. Moschelle, 622 P.2d at 159,
37 St.Rep. 1509.
     In the instant case, the McJunkins' complaint stated
that   Ponderosa's representations constituted     negligent
misrepresentation.   The next count contends that the same
representations also constituted constructive fraud. Had the
jury been instructed on both theories, the damages would have
been the same. Thus, the error is harmless.
     As the McJunkins' brief only refers to Ponderosa, we do
not address the issue as to K & B. Nor do we reach the issue
of actual fraud.    The District Court did not address the
issue because actual fraud was not pleaded or raised by the
McJunkins.
               Implied Warrant - Habitability
                                of
     The McJunkins allege the District Court improperly
granted a directed verdict on the implied warranty of
habitability because the defects precluded "realisticw
habitation.   In Chandler v. Madison (1982), 197 Mont. 234,
642 P.2d 1028, we recognized that the doctrine of caveat
emptor no longer reflects the realities of the modern home
market.   197 Mont. at 239, 642 P.2d at 1031. We therefore
held that the builder-vendor of a new home impliedly warrants
that the residence is constructed in such a manner as to be
suitable for habitation.    Chandler, 197 Mont. at 239, 642
P.2d at 1031. The implied warranty of habitability does not
require that the home be defect free, however.
     In the instant case, the District Court found that the
mobile home was habitable. We agree. The trailer did not
constitute a health or safety hazard.     Nor was the mobile
home so riddled with defects as to reasonably preclude its
use as a residence. The critical determination for a breach
of habitability is whether the defects relate to the useful
occupancy of the house.       Although the problems were a
constant source of irritation for the McJunkins, the experts
for both parties agreed that the trailer was habitable. The
warranty of habitability is not so broad as to provide a
remedy for minor defects and annoyances. See Klos v. Gockey
(Wash. 1976), 554 P.2d 1349.
                         Merchantabilitv
     The District Court also granted a directed verdict on
the McJunkinsl claim of breach of the implied warranty of
merchantability because "it is excluded by the express
language of the sales document."        The language in question
provides :
     8. WARRANTIES: THE DEALER SHALL GIVE OVER TO THE
     BUYER COPIES OF ANY AND ALL WRITTEN WARRANTIES
     COVERING THE WITHIN DESCRIBED UNIT, OR ANY
     APPLIANCE OR COMPONENT THEREIN, WHICH HAVE BEEN
     PROVIDED BY THE MANUFACTURER OF THE UNIT OR
     APPLIANCE OR COMPONENT, RESPECTIVELY.            IT -IS
     UNDERSTOOD AND AGREED THAT EXCEPT AS MS BE
     REQUIRED UNDER    APPLICABL-TATE        LAW T DEAL=
                                                   H E
     MAKES NO WARRANTIES WHATSOEVER REG~~TRT~INGTHE UNIT
     OR ANY-APPLIANCE
     - -                  OR COMPONENT CONTAINED THERETK
     -
     THE   DEALER   E X P R ~ S L Y DISCLAIMS ANY    IMPLIED
     WARRANTIES, INCLUDING THE IMPLIED W ~ A N T I E S OF
     MERCHANTABILITY - F I T N ~
                      OR             FOR USE.
                                     --         A
                                                 (Em~hasisin
                                                 .
     original.)
     The McJunkins contend that the "disclaimer" is invalid
because there is no evidence they ever saw or were made aware
of the disclaimer, nor were they made aware of its
significance. Section 30-2-316, MCA, does not require that a
disclaimer of implied warranties be specifically pointed out
to the consumer. In order to "exclude or modify the implied
warranty of merchantability or any part of it the language
must mention merchantability and in case of a writing must be
conspicuous. . .."  Section 30-2-316(2), MCA.
     In the instant case, the disclaimer was not hidden in
the fine print. The language was in larger, darker, bolder
type. It was also capitalized and underlined. The fact that
the disclaimer appeared on the back of the purchase agreement
is not per se sufficient to render the disclaimer
ineffective. It is fundamental that a person is presumed to
have read the contractual agreements that they enter into.
We find that the disclaimer at issue satisfies the
requirements of 5 30-2-316(2), MCA. See Schlenz v. John Deer
Co. (D. Mont. 1981), 511 F.Supp. 224, 228.
                       Strict Liability
      The McJunkins contend that the District Court should
have instructed the jury on the theory of strict liability.
Defendants contend that the McJunkins failed to plead strict
liability as a theory of recovery. The issue requires two
considerations,    whether   the   evidence   justified   such
instructions, and whether the failure to plead strict
liability constituted such a lack of notice of the issues to
the defendants that such instructions would be improper or no
amendment to the pleadings could be granted.
      In Brandenburger v. Toyota Motor Sales (1973), 162 Mont.
506, 513 P.2d 268, this Court joined a growing number of
states which had adopted strict liability as defined by 2
Restatement (Second) of Torts, 5 402A. Mr. Justice Harrison,
speaking for the Court, indicated that the essential
rationale behind the theory of strict liability was to afford
the consuming public maximum protection from defective
products by requiring the manufacturer who reaps the profit
of sales to also bear the burden of injuries and loss. 162
Mont. at 517, 513 P.2d at 275. For, "it is apparent from a
reading of the Restatement, and the leading cases on this
subject, that the doctrine of strict liability was evolved to
place liability on the party primarily responsible for [an!
injury occurring, that is, the manufacturer of the defective
product." 162 Mont. at 514, 513 P.2d at 273.
      In the nearly 15 years since Brandenburger, this Court
has repeatedly returned to the source of Montana's theory of
strict liability.     In Thompson v. Nebraska Mobile Homes
 (1982), 198 Mont. 461, 647 P.2d 334, we were confronted with
whether a claim for strict liability in tort would lie where
the only harm was to the consumer's property. Thompson also
involved a "lemon" mobile home. Mrs. Thompson was plagued by
cold air blowing through the home's outlets, cupboards and
closets. After several phone calls during a two year period,
a factory man visited the home and caulked the bedroom closet
floor.    The caulking was insufficient, however.         Mrs.
Thompson found it necessary to install a gas heater as well
as several electrical heaters in an effort to keep warm.
     Sometime after the caulking was performed, Mrs. Thompson
noticed   that   the   living   room  ceiling was      sagging
approximately four inches and that the walls of the mobile
home were bowed. Her pleas for assistance fell on dea.f ears.
     Consistent with     the  Brandenburger    rationale, an
unanimous court found strict liability applicable:
     The rationale [cited] in Brandenburger also applies
     under these circumstances. The public remains in
     an unfair bargaining position as compared to the
     manufacturer.   In the case of damage arising only
     out of loss of the product, this inequality in
     bargaining position becomes more        pronounced.
     Warranties are easily disclaimed.     Negligence is
     difficult, it not impossible, to prove.          The
     consumer does not generally have large damages to
     attract the attention of lawyers who must handle
     these cases on a contingent fee. We feel that the
     consumer should be protected by affording a legal
     remedy which causes the manufacturer to bear the
     cost of its own defective products. By allowing a
     claim for strict liability in tort we are joining
     with the jurisdictions of New Jersey, Wisconsin,
     Michigan, Minnesota and Colorado in affording legal
     recourse to all victims damaged by defects
     resulting from the manufacturing process.
198 Mont at 466-67, 647 P.2d at 337.
     In the instant case, we are confronted with a situation
very similar to Thompson. The District Court found that the
McJunkins failed to satisfy the elements of 5 402A, however.
It provides:
     (1) One who sells any product in a defective
     condition unreasonably dangerous to the user or
     consumer or to his property is subject to liability
     for physical harm thereby caused to the ultimate
     user or consumer, or to his property, if
     (a) the seller is engaged       in the business   of
     selling such a product, and
     (b) it is expected to and does reach the user or
     consumer without     substantial change in   the
     condition in which it is sold.
     (2) The rule   stated   in   Subsection   (1) applies
     although
     (a) the seller has exercised all possible care in
     the preparation and sale of his product, and
     (b) the user or consumer has        not   bought the
     product from or entered into        any   contractual
     relation with the seller.
     The defendants contend that the McJunkins failed to
establish that the mobile home was in a "defective condition
unreasonably dangerous."   (Emphasis added.) Thus, the first
question for determination is whether a plaintiff is required
to show that the product is defective and also that it was
unreasonably dangerous.
     The dual test propounded by the commentaries to Section
402A of the Restatement (Second) of Torts has been criticized
as "vague and very imprecise." See Keeton, Product Liability
- - Meaning - Defect, 5 St. Mary's L. J. 30, 32 (1973).
and the         of
     It is unfortunate perhaps that Section 402A of the
     Restatement (Second) of Torts provides that as a
     basis for recovery it must be found that the
     product was both "defective" and "unreasonably
     dangerous" when as a matter of fact the term
     "unreasonably dangerous" was meant only as a
     definition of defect. The phrase was not intended
     as setting forth two requirements but only
     one ...
Keeton, 5 St. Mary's L. J. at 32.    Professor Keeton ' s
argument has merit.  We agree with the drafters of the
Uniform Products Liability Act that a modified approach is
needed.    The position taken in the commentaries is not
consistent with the mandate of Brandenburger and Thompson.
We have stated that this Court shall not blindly follow the
dictates of the Restatement commentaries.
     We emphasize that this Court adopted the rule as
     set out in the Restatement, but we did not and do
     not intend the restraints in the comments to this
     rule to hamstring us in developing and refining the
     rule of strict liability. To the extent that the
     comments are helpful in our development of the law,
     we shall accept them; but we will reject them where
     we believe a more appropriate explanation of the
     rule of strict liability can be provided.
Stenberg v. Beatrice Foods Co. (19781, 176 Monte 1231
128-129, 576 P.2d 725, 729. We believe the central issue is
whether the product is defective.      We therefore chart a
separate course.
     In Rix v. General Motors Corp. (Mont. 1986), 723 ~ . 2 d
195, 43 St.Rep. 1296, we distinguished a design defect from a
manufacturing defect.   Under a manufacturing defect theory,
the central question is whether the product is flawed due to
improper construction.
     [MIanufacturing   defects,   by   definition,   are
     "imperfections that inevitably occur in a typically
     small percentage of products of a given design as a
     result of the fallibility of the manufacturing
     process. A [defectively manufactured] product does
     not conform in some significant aspect to the
     intended design, nor does it conform to the great
     majority of products manufactured in accordance
     with that design. "    ...   Stated differently, a
     defectively manufactured product is flawed because
     it is misconstructed without regard to whether the
     intended design of the manufacturer was safe or
     not.   Such defects result from some mishap in the
     manufacturing process itself, improper workmanship,
     or because defective materials were used in
     construction . . .. (Emphasis added.)
     In contrast, a design defect is one which "presents
     an unreasonable risk of harm, notwithstanding that
     it was meticulously made according to [the]
     detailed   plans   and   specifications" of     the
     manufacturer. Thus, unlike manufacturing defects,
     design defects involve products which are made in
     precise conformity with the manufacturer's design
     but nevertheless result in injury to the user
     because the design itself was improper.
723 P.2d at 200, 43 St.Rep. at 1301-02.
     Naturally, a product is defective it if is unreasonably
dangerous. Rost v. C. F. & I. Steel Corp. (1980), 189 Mont.
485, 488, 616 P.2d 383, 385. The lack of a dangerous aspect
does not automatically preclude a finding that the product is
defective, however.        As  Thompson   demonstrates, the
Brandenburqer rationale is equally appropriate in situations
of purely economic loss without a finding of unreasonable
danger.
     We do not adopt a theory of absolute liability for all
defects.   As - indicates, in order for a product to be
              Rix
"defective" within the meaning of a manufacturing defect
theory, the defect must be significant. Strict liability is
not intended to replace a breach of contract action for minor
defects. However, defining strict liability solely in terms
of unreasonably dangerous does not adequately set forth the
concept enunciated in Brandenburger.    The proper test of a
defective product is whether the product was unreasonably
unsuitable for its intended or foreseeable purpose.      If a
product fails this test, it will be deemed defective.
     In the instant case, the McJunkins failed to demonstrate
the product was defective or unreasonably dangerous.      The
testimony of the experts indicated that the trailer was in
fact habitable. Consequently, we find that the trailer was
fit, suitable, and safe for its intended purpose i.e. a
residence. We need not decide defendants' contention that:
the McJunkins failed to plead strict liability.
                       Punitive Damaaes
      The   McJunkins   contend  that   the   District   Court
erroneously determined that "there's insufficient proof to
justify the giving of such an instruction." We hold the
District Court was correct.
      At the time of trial, S 27-1-221, MCA (1985), delineated
when punitive damages were proper. It provides, in pertinent
part:
      When exem lary damages allowed.    (1) Subject to
      -+     ,
      subsection       in any action for a breach of an
      obligation not arising from contract where the
      defendant has been guilty of oppression, fraud, or
      malice, actual or presumed, the jury, in addition
      to the actual damages, may give damages for the
      sake of example and by way of punishing the
      defendant.
    (2) The jury may not award exemplary or punitive
    damages unless the plaintiff has proved all
    elements of the claim for exemplary or punitive
    damages by clear and convincing evidence.    Clear
    and convincing evidence means evidence in which
    there is no serious or substantial doubt about the
    correctness of the conclusions drawn from the
    evidence.   It is more than a preponderance of
    evidence, but less than beyond a reasonable doubt.
     (3) Presumed malice exists when a person has
    knowledge of facts, intentionally avoids learning
    of facts, or recklessly disregards facts, knowledge
    of which may be proven by direct or circumstantial
    evidence, which creates a high degree of risk of
    harm to the substantial interests of another, and
    either deliberately proceeds to act in conscious
    disregard of or indifference to that risk or
    recklessly proceeds in unreasonable disregard of or
    indifference to that risk.
    (4) The plaintiff may not present, with respect to
    the issue of exemplary or punitive damages, any
    evidence to the jury regarding the defendant's
    financial affairs or net worth unless the judge
     first rules, outside the presence of the jury, that
     the plaintiff has presented a prima facie claim for
     exemplary or punitive damages.
     (5) A defendant is guilty of oppression if he
     intentionally causes cruel and unjust hardship by:
     (a) misuse   or abuse of authority or power; or
     (b) taking advantage of some weakness, disability,
     or misfortune of another person.
      We find that the McJunkins failed to demonstrate
oppression, fraud, or malice, actual or presumed by clear and
convincing evidence. At most, the McJunkins showed that the
defendant ' s repeated attempts to repair the defects were
ineffective. We hold the District Court correctly refused to
instruct on punitive damages.
                           Jury View
      Prior to the time of trial, Ponderosa added furniture,
drapes, and minor decorations to the mobile home in question.
Lt is alleged that permitting the jury to view the property
in this altered state prejudiced the McJunkins' case.      We
disagree.
      The decision to permit or deny a jury view of the
property in question is left to the sound discretion of the
trial court. Section 25-7-401, MCA, provides, in pertinent
part:
     When in the opinion of the Court, it is proper for
      the jury to have a view of the property which is
      the subject of the litigation ...   , it may order
      the jurors to he conducted in a body, under charge
      of an officer and one person representing each
      party.. . .
     The addition of furniture or minor cosmetic changes is
not dispositive. It is generally held that even where there
has been changes in the condition of the object of litgation,
a jury view is still within the discretion of the court.
Clark v. Worrall (1965), 146 Mont. 374, 379, 406 P.2d 822,
824. It is not an abuse of discretion to allow the jury to
view the premises where the changes are not material. Clark,
146 Mont. at 379, 406 P.2d at 825. In the instant case, the
changes were not material.    We find the District Court did
not abuse its discretion.
          Negligence - Negligent Misrepresentation
                     and
      Ponderosa contends that the District Court incorrectly
refused to grant a directed verdict on the negligent
misrepresentation claim. When deciding whether a motion for
directed verdict is proper, a case should not be withdrawn
from the jury if reasonable men may differ as to the
conclusions drawn from the evidence. Solich v. Hale (1967),
150 Mont. 358, 435 P.2d 883. The evidence showed that Gusick
told the McJunkins not to worry, that all the problems would
be taken care of.     The numerous problems were not in fact
remedied. When the McJunkins complained about the problems
and ineffective repairs, Ponderosa often answered it was K &
B's problem. We hold the issue was properly submitted to the
jury.
      Similarly, K & B contends that there was insufficient
evidence to submit the negligence claim to the jury. We find
K & B's claim frivolous.   It is not necessary to repeat the
laundry list of defects which riddled the mobile home.
     The judgment of the District Court is affirmed.
                               f-\ /      Justice