United States District Court, S.D. Mississippi, Northern Division
LARRY WELLS; DONNA WELLS; and, CONNIE FARMER, individually and as personal representative of Charles Farmer Plaintiffs,
ROBINSON HELICOPTER CO., INC., Defendant, WEBB GROUP, L.P., Plaintiff,
ROBINSON HELICOPTER CO., INC., Defendant. Consolidated with Cause No. 3:12-CV-613-CWR-FKB
CARLTON W. REEVES, District Judge.
Three motions in limine remain pending in this product liability and warranty case. Docket Nos. 223, 231, & 236; see Wells v. Robinson Helicopter Co., No. 3:12-CV-564, 2015 WL 1189847 (S.D.Miss. Mar. 16, 2015). The motions are thoroughly briefed and ready for adjudication.
I. Defendant's Motion to Exclude Evidence of Other Accidents 
Robinson moves to exclude all evidence of other accidents. Docket No. 237. Its principal argument is that "the other accidents involve different circumstances, models and ages of helicopter, and pilot skill levels." Id. at 2. The plaintiffs respond that the accidents are substantially similar and (at a minimum) show that Robinson was on notice of mast rocking before it sold the subject helicopter to Webb Group.
"Evidence of similar accidents occurring under substantially similar circumstances and involving substantially similar components may be probative of defective design." Jackson v. Firestone Tire & Rubber Co., 788 F.2d 1070, 1082 (5th Cir. 1986) (citations omitted). This evidence "might be relevant to the defendant's notice, magnitude of the danger involved, the defendant's ability to correct a known defect, the lack of safety for intended uses, strength of a product, the standard of care, and causation." Ramos v. Liberty Mut. Ins. Co., 615 F.2d 334, 338-39 (5th Cir. 1980) (citations omitted).
The question of admissibility of substantially similar accidents is necessarily determined on a case-by-case basis, with consideration to be given to any number of factors, including the product or component part in question, the plaintiff's theory of recovery, the defenses raised by the defendant, and the degree of similarity of the products and of the other accidents.
Brazos River Authority v. GE Ionics, Inc., 469 F.3d 416, 426 (5th Cir. 2006).
"Substantial similarity does not require an exact match." Green v. Schutt Sports Mfg. Co., 369 F.Appx. 630, 638 (5th Cir. 2010) (unpublished). The Fifth Circuit has dismissed as "disingenuous" the argument that all accidents are unique and no prior accidents are admissible, declining to adopt "such a narrow and unrealistic view of the matter." Jackson, 788 F.2d at 1083; e.g., Brazos River, 469 F.3d at 427 ("Because all the other fires appeared to involve at least two of these characteristics, they are similar' to the occurrence at BRA; the jury is to decide the weight to be given to any distinguishing factors."). The appellate court has instead ruled that "[t]he substantially similar' predicate for the proof of similar accidents is defined, again, by the defect (or, as we have also termed it, the product) at issue." Jackson, 788 F.2d at 1083 (emphasis added).
The "substantially similar" standard is lowered to "reasonable similarity" when other accidents are introduced to show that the defendant was on notice of the defect when it sold the product to the plaintiff. See Johnson v. Ford Motor Co., 988 F.2d 573, 580 (5th Cir. 1993); Willis v. KIA Motors Corp., No. 2:07-CV-62, 2009 WL 2351766, *1 (N.D. Miss. July 29, 2009); Bradley v. Cooper Tire & Rubber Co., No. 4:03-CV-94, 2007 WL 4624613, *3 (S.D.Miss. Aug. 3, 2007). "Any differences in the circumstances surrounding these occurrences go merely to the weight to be given the evidence." Jackson, 788 F.2d at 1083 (citations omitted).
The plaintiffs argue that accidents in California, Ohio, Florida, Northern Ireland, and Alaska are substantially similar to ours because, like our accident, they were R-44 helicopters with the same forward mounts, which experienced a severe vibration, leading to an unanticipated landing or crash. Robinson's reply points out a number of factual differences in the accidents, such as the model and weight of the helicopters involved, as well as the resulting damage and injuries sustained from the accidents. See Docket No. 264.
The Court has combed through the five briefs submitted on this issue and reviewed the parties' competing charts highlighting similarities and differences between the six accidents. In accordance with precedent it has placed more weight on the similarities of the product involved and the alleged defect, and less weight on other features of the accidents.
The most difficult question has been whether differences between the R-44 helicopter models are material to the similarity of the other accidents. Our crash involved a R-44 Raven I. Of the other accidents proffered by the plaintiffs, one involves the same model, one involves a R-44 Astro, and three involve a R-44 Raven II.
The testimony of Robinson's expert, Dr. Orloff, has been helpful on this question. Dr. Orloff has some familiarity with the California case, which involved a Raven II; he was designated as an expert by the plaintiffs in that case. While Dr. Orloff acknowledges in his deposition that there could be subtle differences between every helicopter, the significant difference he identifies between our accident and the California accident is not the model, but instead that in our case Robinson flight-tested the helicopter for mast-rocking tendencies before delivering it to Webb Group. Docket No. 128-1, at 22. To the extent there is ambiguity, Dr. Orloff later clarified that differences between the models did not matter to mast rocking tendencies. Id. at 29 ("There is no difference between R44s. Some have more propensity and are easier to induce when you are out of limits than others. That's the only difference, is the degree.").
Given this testimony on the models, the briefing, and the comparison charts, the Court is persuaded that the California accident is substantially similar to the subject accident. The products, alleged defect, number of occupants, weight, damage, and injuries, while not identical, are substantially similar. The same review also indicates that the Ohio and Florida accidents are substantially similar to the subject accident. They too were flights with one or two passengers and no weight problem which sustained significant damage after ...