Majority
Opinion
The City of Oceanside (City) and Rodney Ferris (together with City, Defendants), defendants in a personal injury action brought by the real party in interest, plaintiff Tracie G. MacDonald, filed a petition for a peremptory writ of mandate seeking reversal of an order denying their motion for summary judgment. Defendants contend the firefighter’s rule applies as a matter of law and is a complete defense to MacDonald’s action.[1] We agree and grant the petition.
Factual and Procedural Background
In July 1996 City lifeguards, including Ferris, and Camp Pendleton lifeguards, including MacDonald, conducted a joint operation to rescue a jet ski collision victim who was stranded in ocean water adjacent to a Camp Pendleton jetty. The lifeguards placed the victim on a backboard and attempted to carry him over the jetty rocks. After the lifeguards made only limited progress in transporting the victim along the jetty rocks, Ferris asserted authority over the joint rescue operation and directed MacDonald and other lifeguards to lower the victim off the rocks onto a floating sled behind a jet ski, which would ferry the victim to a nearby harbor patrol boat. While MacDonald stood in the water to assist the victim off the rocks and onto the sled, a wave pushed her against the jetty rocks. She sustained back and other injuries.
MacDonald filed a personal injury action against Defendants, alleging Ferris was negligent in directing her to follow an unreasonable rescue plan. Defendants filed a motion for summary judgment or, in the alternative, summary adjudication of issues, asserting MacDonald’s action was barred
1 City alternatively contends it is statutorily immune from liability under Government Code section 820.2. Because we dispose of the petition on grounds of the firefighter’s rule we do not address City’s statutory immunity claim.
I
Defendants filed this petition for a peremptory writ of mandate, prohibition or other relief. We issued an order to show cause and a stay of trial and discovery pending disposition of the petition.
Discussion
Summary Judgment Standard of Review
The purpose of a motion for summary judgment is “to discover whether the parties possess evidence requiring the fact-weighing procedures of a trial. [Citations.]” (Appalachian Ins. Co. v. McDonnell Douglas Corp. (1989) 214 Cal.App.3d 1 , 10 [ 262 Cal.Rptr. 716 ].) Code of Civil Procedure section 437c, subdivision (c) provides that a motion for summary judgment must be granted “if all the papers submitted show that there is no triable issue as to any material fact and that the moving party is entitled to a judgment as a matter of law.” As an appellate court, we conduct a de novo review to determine whether there are any genuine issues of material fact. (Appalachian Ins. Co., supra, at p. 11.) An appellate court “make[s] its own independent determination of the construction and effect of the papers submitted [citation], and the validity of the ruling is reviewable irrespective of the reasons stated. [Citation.]” ((Preis v. American Indemnity Co. (1990) 220 Cal.App.3d 752 , 757 [ 269 Cal.Rptr. 617 ].)
We strictly construe the moving party’s papers and liberally construe the opposing party’s papers. (Molko v. Holy Spirit Assn. (1988) 46 Cal.3d 1092 , 1107 [ 252 Cal.Rptr. 122 , 762 P.2d 46 ], superseded by statute on other grounds as noted in Scheiding v. Dinwiddle Construction Co. (1999) 69 Cal.App.4th 64 , 70-73 [ 81 Cal.Rptr.2d 360 ].) “Doubts as to the propriety of summary judgment should be resolved against the moving party. [Citation.]” (Salasguevara v. Wyeth Laboratories, Inc. (1990) 222 Cal.App.3d 379 , 383 [ 271 Cal.Rptr. 780 ].) Furthermore, “[i]t is the moving party’s burden to make a sufficient showing that the claim is entirely without merit and if that showing is deficient summary judgment must be denied. [Citation.]” (Id. at p. 384.)
II
Firefighter’s Rule Generally
In 1968 California adopted the almost century-old, common law firefighter’s rule. (Giorgi v. Pacific Gas & Elec. Co. (1968) 266 Cal.App.2d 355 , 357-360 [ 72 Cal.Rptr. 119 ]; Lipson v. Superior Court (1982) 31 Cal.3d 362 , 367 [ 182 Cal.Rptr. 629 , 644 P.2d 822 ]; Walters v. Sloan (1977) 20 Cal.3d 199 , 202 [ 142 Cal.Rptr. 152 , 571 P.2d 609 ].) Although generally “[w]e all have the duty to use due care to avoid injuring others,” the firefighter’s rule provides an exception to that general duty of care; it is “a special rule . . . [that] limit[s] the duty of care the public owes to firefighters and police officers.” (Neighbarger v. Irwin Industries, Inc. (1994) 8 Cal.4th 532 , 536, 538 [ 34 Cal.Rptr.2d 630 , 882 P.2d 347 ] (hereafter Neighbarger).) Neighbarger stated: “Under the firefighter’s rule, a member of the public who negligently starts a fire owes no duty of care to assure that the firefighter who is summoned to combat the fire is not injured thereby. [Citations.] Nor does a member of the public whose conduct precipitates the intervention of a police officer owe a duty of care to the officer with respect to the original negligence that caused the officer’s intervention. [Citations.]” (Id. at p. 538, fn. omitted.)
“The undergirding legal principle of the rule is assumption of the risk . . . .” (Calatayud v. State of California (1998) 18 Cal.4th 1057 , 1061 [ 77 Cal.Rptr.2d 202 , 959 P.2d 360 ] (hereafter Calatayud).) Firefighters, “ ‘whose occupation by its very nature exposes them to particular risks of harm,
However, the firefighter’s rule is subject to a common law exception. “The firefighter does not assume every risk of his or her occupation. [Citation.] The rule does not apply to conduct other than that which necessitated the summoning of the firefighter or police officer, and it does not apply to independent acts of misconduct that are committed after the firefighter or police officer has arrived on the scene. [Citations.]” (Neighbarger, supra, 8 Cal.4th at p. 538.) The firefighter’s rule is also subject to a statutory exception. In 1982 Civil Code[2] section 1714.9[3] was enacted, “codifying certain exceptions” to the firefighter’s rule. (Calatayud, supra, 18 Cal.4th at p. 1063, fn. omitted.) Section 1714.9 permits liability for negligent acts of any person that cause injury to a police officer, firefighter, or emergency
2 All further statutory references are to the Civil Code unless otherwise specified.
3 Section 1714.9 provides in part: “(a) Notwithstanding statutory or decisional law to the contrary, any person is responsible not only for the results of that person’s willful acts causing injury to a peace officer, firefighter, or any emergency medical personnel employed by a public entity, but also for any injury occasioned to that person by the want of ordinary care or skill in the management of the person’s property or person, in any of the following situations: [ID (1) Where the conduct causing the injury occurs after the person knows or should have known of the presence of the peace officer, firefighter, or emergency medical personnel. [^[] (2) Where the conduct causing the injury occurs after the person knows or should have known of the presence of the peace officer, firefighter, or emergency medical personnel, violates a statute, ordinance, or regulation, and was the proximate cause of an injury which the statute, ordinance, or regulation was designed to prevent, and the statute, ordinance, or regulation was designed to protect the peace officer, firefighter, or emergency medical personnel. [^]. . . ft[] (3) Where the conduct causing the injury was intended to injure the peace officer, firefighter, or emergency medical personnel.” (Italics added.) Enactment of section 1714.9 “was prompted by the decision in Hubbard v. Boelt (1980) 28 Cal.3d 480 [ 169 Cal.Rptr. 706 , 620 P.2d 156 ], in which the court rejected a policeman’s suit based on the negligent conduct of a fleeing suspect, as a result of whose negligence the officer was involved in an automobile accident during the pursuit. [Citation.]” (Seibert Security Services, Inc. v. Superior Court (1993) 18 Cal.App.4th 394 , 407 [ 22 Cal.Rptr.2d 514 ]; City of Redlands v. Sorensen (1985) 176 Cal.App.3d 202 , 208-209 [ 221 Cal.Rptr. 728 ].)
III
The Calatayud Decision and Public Policy Considerations Underlying the Firefighter’s Rule
In Calatayud, supra, 18 Cal.4th 1057 , the California Supreme Court addressed factual circumstances similar to those in this case and concluded the section 1714.9(a)(1) exception to the firefighter’s rule did not apply to permit a police officer to sue another agency’s officer who accidentally shot him during a joint law enforcement operation. (18 Cal.4th at pp. 1059-1061.) In Calatayud two California Highway Patrol officers responded to a reported shooting and on arrival at the scene attempted to detain the suspect. Pasadena Police Officer Calatayud responded to an “officer needs assistance” call, drove to the scene and during his assistance of the Highway Patrol officers in detaining the suspect was accidentally shot by one of the Highway Patrol officers. Officer Calatayud sued the State of California and the Highway Patrol officer who accidentally shot him. The defendants unsuccessfully interposed the firefighter’s rule as a bar to liability and the jury returned a verdict for Officer Calatayud that resulted in a $400,000 judgment in his favor. The Court of Appeal affirmed the judgment, finding the section 1714.9(a)(1) exception to the firefighter’s rule applicable. The California Supreme Court granted review to determine the scope of the section 1714.9(a)(1) exception to the firefighter’s rule. (18 Cal.4th at p. 1061.)
Calatayud addressed the question whether the phrase “any person” in section 1714.9(a)(1) “includes public safety members employed by a different agency.” (Calatayud, supra, 18 Cal.4th at p. 1064.) It found “no evidence the Legislature used the phrase ‘any person’ to encompass other jointly involved public safety members or to extend the scope of section 1714.9(a)(1) to injury caused by them.” (Id. at p. 1068.) “Viewed in context, the provision demonstrates singular concern with the prototypical case in which the firefighter’s rule is invoked to shield a defendant whose original misconduct occasioned an officer’s presence and whose subsequent acts caused injury. Manifestly, that was ‘the evil to be prevented by the legislation.’ [Citation.] Thus, whatever literal meaning ‘any person’ may have in
Calatayud further reasoned that public policy considerations supported its interpretation that section 1714.9(a)(1) did not preclude application of the firefighter’s rule in actions by one public safety officer against another in joint public safety operations. (Calatayud, supra, 18 Cal.4th at pp. 1068-1072.) One public policy consideration cited by the court was public safety. The Calatayud court believed public safety would be impaired or compromised if public safety officers were threatened with potential personal injury lawsuits by fellow public safety officers for actions taken in furtherance of joint public safety operations. The court stated:
“To begin, the effect of section 1714.9(a)(1) is to reimpose a duty of ordinary care (see Civ. Code, § 1714), which would otherwise be abrogated by the firefighter’s rule. [Citation.] Public safety members, however, have a primary responsibility for the protection of the public they serve. [Citations.] Sound policy mandates that the discharge of these duties takes precedence over avoiding injury to fellow officers, particularly when responding to a rapidly developing emergency or crisis. [Citations.]
“If section 1714.9(a)(1) were extended to jointly engaged fellow officers, the potential for conflicting duties is substantial given the size of the class of possible defendants and the scope of liability. For example, the list of persons designated as ‘peace officers’ lengthens regularly [citations], and peace officers have statewide authority to operate regardless of their original jurisdiction [citations]. The reliance on mutual aid agreements further increases the likelihood of joint operations involving public safety officers employed by different agencies. [Citations.] Moreover, the statute broadens the common law exception by eliminating the requirement that the injury result from subsequent independent acts of misconduct committed after the defendant becomes aware of the officer’s presence. [Citation.] The expansive reach of the statute could seriously compromise public safety during joint operations if the threat of a lawsuit accompanied every failure to exercise due care in effecting an arrest, quelling a disturbance, extinguishing a fire, or handling any of the other functions public safety members routinely discharge. [Citation.] We decline to ascribe to the Legislature any intent to generate conflicting duties on the part of peace officers and firefighters or to undermine their primary commitment to the public’s essential safety and protection for fear of personal liability for injury to fellow officers.” (Calatayud, supra, 18 Cal.4th at pp. 1068-1069, original italics, fn. omitted.)
A second public policy consideration cited by the court was “the cost-spreading rationale . . . underlying the firefighter’s rule.” (Calatayud, supra,
A third public policy consideration cited by the court was efficient judicial administration. The court stated: “[Extending section 1714.9(a)(1) to fellow officers jointly discharging their duties would impair efficient judicial administration, another policy served by the firefighter’s rule. [Citation.] The ‘difficult problems’ of determining causation [citation] are multiplied in cases turning on the propriety of chosen police tactics or emergency procedures and in reality may simply involve a judgment call on the part of the officer who inadvertently inflicts injury. [Citations.]” (Calatayud, supra, 18 Cal.4th at p. 1071, italics added.) The court further stated: “The taxpayers ultimately compensate for the injury regardless of the cause; a lengthy trial only determines from which account, inevitably at additional overall expenditure. In ‘reversing the effect’ of Hubbard [v. Boelt, supra, 28 Cal.3d 480 ], the Legislature intended to make third party tortfeasors bear the consequences of their misconduct, not burden the public with greater costs for police, fire, and medical emergency protection.” (Calatayud, supra, at pp. 1071-1072.)
A fourth public policy consideration cited by the court was the exclusivity of California’s worker’s compensation system. The court stated: “Construing section 1714.9(a)(1) as extending to jointly engaged fellow officers would also create serious anomalies in the law because section 1714.9 preserves the
IV
Calatayud concluded that “any person,” as used in section 1714.9(a)(1), does not include fellow public safety officers jointly engaged in a public safety operation and the statutory exception to the firefighter’s rule is inapplicable to actions between public safety officers arising out of conduct during a joint public safety operation. Accordingly, the court reversed the judgment for the plaintiff. (Calatayud, supra, 18 Cal.4th at p. 1072.)
The Firefighter’s Rule Applies in This Case to Bar MacDonald’s Action Against Defendants
Defendants contend that Calatayud and the public policy considerations underlying the firefighter’s rule compel application of the firefighter’s rule in this case to bar MacDonald’s action against them. MacDonald contends to the contrary and that Calatayud is limited to an interpretation of the section 1714.9(a)(1) statutory exception to the firefighter’s rule, and that even if the statutory exception is inapplicable the common law exception to the firefighter’s rule applies in this case and permits her action against Defendants.
A
The parties do not address, and the cases cited by the parties and the cases we have reviewed do not discuss, whether the firefighter’s rule extends to publicly employed lifeguards. This issue appears to be one of first impression in California.
We discern no compelling reason to distinguish publicly employed lifeguards from publicly employed firefighters, police officers and emergency
A lifeguard typically acts in a similar fashion. The lifeguard responds to a report of water-related emergency or crisis that endangers lives of the public. The only discernible distinction between the functions of firefighters and lifeguards is that they generally respond to different hazards. Firefighters typically respond to fires; lifeguards typically respond to water-related emergencies. We believe this is a distinction without a difference. We further note that Calatayud often referred to “public safety members” when discussing the firefighter’s rule. (Calatayud, supra, 18 Cal.4th at pp. 1060, fn. 2, 1068-1072.) Its use of that phrase supports a conclusion that the firefighter’s rule applies to all public safety personnel and is not limited to firefighters, police officers and emergency medical personnel. Because publicly employed lifeguards undoubtedly are employed for public safety purposes, we conclude the firefighter’s rule extends to publicly employed lifeguards.
B
Calatayud did not expressly decide whether the common law exception to the firefighter’s rule for independent acts allows a personal injury action for injuries suffered by a safety officer in the course of a joint rescue operation. However, we conclude Calatayud’s rationale for holding the section 1714.9(a)(1) statutory exception inapplicable to actions between safety officers engaged in a joint operation applies , equally to the common law independent acts exception.
Calatayud expressly limited its holding to interpretation of section 1714.9(a)(1). (Calatayud, supra, 18 Cal.4th at p. 1064, fn. 9.) However, in reaching its conclusion that the section 1714.9(a)(1) exception did not apply, Calatayud expressly discussed the public policy considerations that supported its implicit conclusion that the firefighter’s rule should apply in cases of joint public safety operations. The primary public policy consideration is public safety. If the statutory exception to the firefighter’s rule applied,
A second public policy consideration cited by Calatayud is the cost-spreading policy of taxpayer-funded compensation and other benefits for injured public safety officers. The firefighter’s rule relieves public agencies of the cost and burden of lawsuits over subrogation rights because the public fisc ultimately pays for injuries suffered by public safety officers. (Calatayud, supra, 18 Cal.4th at p. 1070.) This cost-spreading policy supports application of the firefighter’s rule in a joint public safety operation. Application of the common law exception for independent acts for injuries suffered by public safety officers because of negligent acts of fellow public safety officers in the course of a joint rescue operation would only increase the cost ultimately borne by the public fisc. The cost-spreading policy supports a conclusion that the common law exception to the firefighter’s rule should not apply to public lifeguards in joint water rescue operations.
A third public policy consideration cited by Calatayud is efficient judicial administration. The application of the statutory exception to the firefighter’s rule would detract from the policy favoring efficient judicial administration
A fourth public policy consideration cited by Calatayud is the exclusivity of the workers’ compensation system. There is no rational reason to allow an injured public safety officer to sue a public safety officer employed by another agency but not one employed by the same agency. (Calatayud, supra, 18 Cal.4th at p. 1072.) Similarly, in this case application of the firefighter’s rule avoids that anomaly and preserves the exclusivity of the workers’ compensation system for injuries suffered in the course of a joint rescue operation and that under those circumstances the common law independent acts exception is inapplicable.
The reasons for not applying the statutory exception to the firefighter’s rule are equally applicable for not applying the common law independent acts exception. We therefore conclude that the firefighter’s rule applies to preclude an action between lifeguards for injuries suffered in the course of a joint rescue operation and in this case bars MacDonald’s action against Defendants.
C
MacDonald correctly argues that under the common law application of the firefighter’s rule has been limited to the negligent acts that caused the presence of the public safety officers at the scene of injury and that negligent conduct thereafter is independent, permitting a personal injury action to be maintained. Calatayud quoted Neighbarger’s description of the exception: “ ‘The [firefighter’s] rule does not apply to conduct other than that which necessitated the summoning of the firefighter or police officer, and it does not apply to independent acts of misconduct that are committed after the firefighter or police officer has arrived on the scene. [Citations.]’ (Neighbarger, supra, 8 Cal.4th at p. 538.)” (Calatayud, supra, 18 Cal.4th at p. 1063.) Lipson stated: “The [firefighter’s] rule has only been applied to prohibit a fireman from recovering for injuries caused by the very misconduct which created the risk which necessitated his presence.” (Lipson v. Superior Court, supra, 31 Cal.3d at p. 369, original italics, fn. omitted.) However, we conclude that the common law exception should not apply in this case to the actions of a lifeguard in the course of conducting a joint
Furthermore, although Calatayud initially described the common law exception for independent acts using its limited, technical wording, the court later concluded that the section 1714.9(a)(1) exception “broadens the common law exception by eliminating the requirement that the injury result from subsequent independent acts of misconduct committed after the defendant becomes aware of the officer’s presence.” (Calatayud, supra, 18 Cal.4th at p. 1069, original italics.) By concluding that the section 1714.9(a)(1) exception was broader than the common law exception and then concluding that the section 1714.9(a)(1) exception did not apply to allow actions against fellow public safety officers for actions taken in the course of joint public safety operations, Calatayud implicitly held, or at least supports the conclusion, that if the section 1714.9(a)(1) statutory exception is inapplicable then the common law exception for independent acts is also inapplicable and does not allow a personal injury action by a public safety officer against a fellow public safety officer for actions taken in furtherance of a joint public safety operation.
D
MacDonald cites Rose v. City of Los Angeles (1984) 159 Cal.App.3d 883 [ 206 Cal.Rptr. 49 ] in support of her assertion that the common law independent acts exception to the firefighter’s rule applies in this case. In Rose a San Fernando police officer was shot by a Los Angeles police officer in the course of a joint law enforcement operation to serve search warrants on a suspected narcotics dealer. (Id. at pp. 885-886.) The injured officer filed a personal injury action against the City of Los Angeles and its officer, and the
Rose is factually similar to Calatayud and this case. All three cases involve joint operations during which a fellow public safety officer injures another public safety officer in the course of the joint operation. Rose appears closer to the facts of Calatayud because they both involved shots fired by a police officer during the course of a joint law enforcement operation. However, because of Calatayud’s express holding regarding the section 1714.9(a)(1) exception and its reliance on public policy considerations underlying the firefighter’s rule, we conclude Calatayud implicitly overruled the holding in Rose. To the extent Calatayud did not overrule Rose, we decline to follow it in the circumstances of this case. Rather, we conclude Calatayud.’ s reasoning and the public policy considerations underlying the firefighter’s rule compel the conclusion that the independent acts exception does not apply in the circumstances of this case.
E
MacDonald asserts that Calatayud and the firefighter’s rule should not be applied in this case because she did not receive the special benefits or compensation that firefighters and police officers receive when they are injured in the performance of their duties. She asserts she received only ordinary workers’ compensation benefits. Although cases often cite the special benefits and compensation that firefighters and police officers receive as one reason underlying the firefighter’s rule, no case has held that receipt of or eligibility for those benefits is a requirement for application of the firefighter’s rule. On the contrary, cases have concluded receipt of special compensation or benefits is not a requirement for application of the rule. (Hodges v. Yarian (1997) 53 Cal.App.4th 973 , 983 [ 62 Cal.Rptr.2d 130 ]; Neighbarger, supra, 8 Cal.4th at p. 544; Baker v. Superior Court (1982) 129 Cal.App.3d 710 , 717-718 [ 181 Cal.Rptr. 311 ].) In Baker, volunteer firefighters who were paid a mere $5 per call for firefighting were barred from maintaining personal injury actions because the firefighter’s rule applied. (Baker, supra, at pp. 717-718; Neighbarger, supra, at p. 544.) Hodges
F
We conclude the firefighter’s rule applies in this case to bar MacDonald’s personal injury action against Defendants. The primary public policy underlying the firefighter’s rule is public safety. Application of the firefighter’s rule to preclude lawsuits by injured lifeguards against fellow lifeguards or other public safety officers for their actions taken in furtherance of a joint rescue or other public safety operation promotes public safety. Publicly employed lifeguards and other public safety officers are employed and specially trained to respond to public safety emergencies or crises. “As a matter of public policy and fairness, when firefighters and police officers [and lifeguards] are injured by the very hazard they have been employed to confront, they are generally precluded from recovering in tort damages from private persons. [Citations.] The firefighter’s rule is based on the public policy that officers injured in the line of duty should be compensated through the public fisc rather than by individual tort recoveries. [Citation.]” (Tilley v. Schulte, supra, 70 Cal.App.4th at p. 83, italics added.) In this case, MacDonald, as a publicly employed lifeguard, voluntarily and knowingly undertook the hazards involved in the joint operation to rescue the victim in this case. Defendants owed MacDonald no duty of care to avoid injuring her in the course of the joint rescue operation. Therefore, Defendants have shown there is a complete defense to MacDonald’s action and the trial court erred by denying their motion for summary judgment. (Code Civ. Proc., § 437c, subd. (o)(2).)
Let a peremptory writ of mandate issue directing the superior court to vacate its order denying petitioners’ motion for summary judgment, enter a new order granting the motion and enter judgment for petitioners. Petitioners are entitled to costs.
Benke, Acting P. J., and Haller, J., concurred.
Cases cited
- Appalachian Insurance v. McDonnell Douglas Corp. 214 Cal.App.3d 1 at 10 p. 273
- Preis v. American Indemnity Co. 220 Cal.App.3d 752 at 757 p. 273
- Leal v. Holy Spirit Ass'n for Unification of World Christianity 46 Cal.3d 1092 at 1107 p. 273
- Scheiding v. Dinwiddie Construction Co. 69 Cal.App.4th 64 at 70-73 p. 273
- Salasguevara v. Wyeth Laboratories, Inc. 222 Cal.App.3d 379 at 383 p. 273
- Giorgi v. Pacific Gas & Electric Co. 266 Cal.App.2d 355 at 357-360 p. 274
- Lipson v. Superior Court 31 Cal.3d 362 at 367 p. 274
- Walters v. Sloan 20 Cal.3d 199 at 202 p. 274
- Neighbarger v. Irwin Industries, Inc. 8 Cal.4th 532 at 536, 538 p. 274
- Calatayud v. State 18 Cal.4th 1057 at 1061 p. 274, p. 276
- Tilley v. Schulte 70 Cal.App.4th 79 at 83 p. 275
- Hubbard v. Boelt 28 Cal.3d 480 p. 278
- Rose v. City of Los Angeles 159 Cal.App.3d 883 p. 283
- Baker v. Superior Court 129 Cal.App.3d 710 at 717-718 p. 284