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Rutherford v. Owens-Illinois, Inc.

Citations: 16 Cal. 4th 953; 67 Cal. Rptr. 2d 16; 941 P.2d 1203; 97 Cal. Daily Op. Serv. 6981; 97 Daily Journal DAR 11233; 1997 Cal. LEXIS 4981Docket: No. S046944

Court: California Supreme Court; August 28, 1997; California; State Supreme Court

Narrative Opinion Summary

This case involves a consolidated legal action concerning asbestos-related personal injuries and wrongful death claims against Owens-Illinois, Inc. The central legal issue pertains to the trial court's jury instruction that shifted the burden of proof onto the defendants to prove their products did not cause the plaintiff’s injuries, which Owens-Illinois contested. The plaintiffs needed to establish that they were exposed to defective asbestos products manufactured by Owens-Illinois, which was a substantial factor in causing their injuries. The Court of Appeal found that the burden-shifting instruction was erroneous and that Owens-Illinois should have been allowed to present a 'tobacco company defense.' The case was tried in phases, with the jury awarding damages and apportioning fault among the parties, ultimately attributing 1.2% fault to Owens-Illinois. Despite the appellate court's ruling on the burden-shifting instruction, it was determined not to be prejudicial against Owens-Illinois. The Supreme Court reviewed the burden-shifting issue and concluded that Owens-Illinois did not demonstrate a miscarriage of justice due to the instruction, leading to the reversal of the appellate court's decision. The case highlights the complexities of proving causation in asbestos litigation and the appropriateness of local procedural rules in such cases.

Legal Issues Addressed

Alternative Liability Theory

Application: The Court discussed the limitations of applying alternative liability theory in complex asbestos litigation, where multiple defendants are involved.

Reasoning: The alternative liability theory applies primarily to cases where all defendants' conduct creates a similar risk of harm.

Burden of Proof in Asbestos Litigation

Application: The Court of Appeal ruled that the trial court erred in providing a burden-shifting instruction that improperly shifted the burden of proof onto defendants in asbestos-related cases.

Reasoning: The Court of Appeal ruled the trial court erred in providing this burden-shifting instruction and that Owens-Illinois should have been allowed to present a 'tobacco company defense.'

Comparative Fault in Asbestos Litigation

Application: The jury assigned fault percentages to various parties, including Owens-Illinois, the decedent, and other entities based on comparative fault principles.

Reasoning: The jury assigned fault in Rutherford's case: 1.2% to Owens-Illinois, 2.5% to Rutherford, and 96.3% to other entities.

Local Rulemaking Authority and Burden-Shifting

Application: The Solano County General Order No. 21.00, which included a burden-shifting instruction, was found to conflict with established legal principles.

Reasoning: The instruction for burden-shifting in Solano County General Order No. 21.00 was deemed inappropriate in this case due to the absence of a theoretical basis for requiring an asbestos plaintiff to utilize an alternative liability theory to establish causation.

Substantial Factor Test in Causation

Application: Plaintiffs in asbestos-related cancer cases must demonstrate that exposure to the defendant's products was a substantial factor in the development of cancer.

Reasoning: Plaintiffs must only demonstrate that exposure to the defendant's products was a substantial factor in the development of cancer.