Opinion

R. Brown-Boyd, of the Estate of B. Watts v. SEPTA and S. Gonzales

Court
Commonwealth Court of Pennsylvania
Filed
Jul 15, 2024
Status
Published
On the bench
Wallace, J.
Cited by
0 cases
Authority
More cited than 30.3%

The opinion

IN THE COMMONWEALTH COURT OF PENNSYLVANIA

Roxanne Brown-Boyd, Executrix of :

the Estate of Brenda Watts :

:

v. : No. 1167 C.D. 2022

: Argued: April 9, 2024

Southeastern Pennsylvania :

Transportation Authority and :

Sharon Gonzales, :

Appellants :

BEFORE: HONORABLE MICHAEL H. WOJCIK, Judge

HONORABLE STACY WALLACE, Judge

HONORABLE MARY HANNAH LEAVITT, Senior Judge

OPINION

BY JUDGE WALLACE FILED: July 15, 2024

Southeastern Pennsylvania Transportation Authority and Sharon Gonzales

(Gonzales) (collectively, SEPTA) appeal from the order dated September 22, 2022,

of the Court of Common Pleas of Philadelphia County (Common Pleas), which

denied their motion for summary judgment in favor of Roxanne Brown-Boyd

(Brown-Boyd), Executrix of the Estate of Brenda Watts (Watts). Common Pleas

denied summary judgment because it concluded Brown-Boyd’s negligence action

fell within the vehicle exception to sovereign immunity at Section 8522(b)(1) of the

Judicial Code, 42 Pa.C.S. § 8522(b)(1).1 After careful review, we affirm.

1

Sections 8521-27 of the Judicial Code, 42 Pa.C.S. §§ 8521-27, are commonly known as the

Sovereign Immunity Act.

I. Background

This case involves injuries Watts allegedly suffered on September 30, 2019,

while attempting to exit a public bus that Gonzales was driving. Reproduced Record

(R.R.) at 12a. Watts was 67 years old at the time and suffering from multiple

myeloma, a form of cancer that weakened her bones and left her susceptible to

fractures “with very minimal trauma.” Id. at 10a-12a, 401a. Watts entered the bus

using a walker. Id. at 12a. According to Watts, she decided to exit the bus several

minutes later and asked Gonzales to lower the handicap ramp. Id. at 13a. Gonzales

refused, compelling Watts to exit by placing her walker outside the bus door and

stepping down. Id. When Watts attempted to step down with her right leg, her left

leg “twisted in an oblique manner,” resulting in a fracture to her left femur. Id. In

addition, Watts used “her arms to support her full weight to fully step off the bus,”

resulting in a fracture to her left humerus. Id. Watts was taken to a hospital, where

she underwent surgery for her injuries.2 Id.

Watts filed a praecipe for writ of summons on November 12, 2020, followed

by a complaint on December 21, 2020. SEPTA responded with preliminary

objections, and Watts filed an amended complaint on February 15, 2021. Watts

alleged, pertinently, that Gonzales stopped the bus at an unsafe distance from the

curb. R.R. at 13a, 17a-21a. She alleged the position of the bus caused her injuries

because she was unable to place her walker down entirely on the road or entirely on

the sidewalk, and, “due to her disability and the close proxim[ity] of the [bus’s] step

to the back of the walker[, she] was unable to move her left leg in order to step down

2

A video of the incident is contained in the record. The video shows Watts stepping down with

her right leg while holding onto the bus. Watts does not fall but pauses and leans on her walker,

which remains upright, while stepping down with her left leg. After stepping down from the bus,

Watts stands with her walker, apparently unable to move, until others assist her to the sidewalk.

2

in a safe manner.” Id. Moreover, Watts alleged Gonzales caused her injuries by

failing to lower the handicap ramp on the bus. Id. Watts acknowledged sovereign

immunity protected SEPTA from suit but argued this case fell within the vehicle

exception at Section 8522(b)(1), which applies to negligent acts involving “[t]he

operation of any motor vehicle in the possession or control of a Commonwealth

party.” 42 Pa.C.S. § 8522(b)(1).

SEPTA filed preliminary objections to Watts’ amended complaint on March

8, 2021, asserting sovereign immunity and challenging Watts’ claim for attorney’s

fees. By order dated April 14, 2021, Common Pleas dismissed Watts’ claim for

attorney’s fees but otherwise overruled the preliminary objections. SEPTA filed an

answer with new matter, to which Watts filed a response. Watts passed away on

September 13, 2021, and Brown-Boyd filed a praecipe to substitute herself as

plaintiff. On August 1, 2022, SEPTA filed a motion for summary judgment, once

again asserting sovereign immunity. Further, SEPTA contended Brown-Boyd failed

to produce evidence to support her negligence claims. Brown-Boyd filed a response

in opposition to the motion for summary judgment on September 1, 2022.

Common Pleas denied SEPTA’s motion for summary judgment by order

dated September 22, 2022, and SEPTA timely filed a notice of appeal.3 In its

opinion, Common Pleas concluded Brown-Boyd’s negligence claim involved the

“operation” of a vehicle under Section 8522(b)(1). Common Pleas discussed the

Pennsylvania Supreme Court’s decision in Balentine v. Chester Water Authority,

191 A.3d 799 (Pa. 2018), which interpreted the term “operation” more expansively

than it had been in the past. Under Balentine, “operation” of a vehicle “reflects a

3

An order denying summary judgment based on immunity is appealable as a collateral order under

Rule 313 of the Pennsylvania Rules of Appellate Procedure, Pa.R.A.P. 313. See Brooks v. Ewing

Cole, Inc., 259 A.3d 359, 360-61 (Pa. 2021).

3

continuum of activity, which entails a series of decisions and actions, taken together,

which transport the individual from one place to another.” Id. at 810 (citation and

quotation marks omitted). Common Pleas explained, in relevant part, that the

decision of “where to and how far away from the curb . . . to stop, kneel, and curb a

bus is reasonably related to the decision-making process necessary to safely operate

a bus and a part of the continuum of acts” necessary to transport patrons. R.R. at

483a. Common Pleas explained lowering and raising the handicap ramp was also

part of the “continuum of acts” and decisions necessary to transport patrons with

disabilities. Id. at 486a.

On appeal, SEPTA argues (1) Common Pleas misinterpreted the term

“operation” in Section 8522(b)(1) and our Supreme Court’s discussion of that term

in Balentine, (2) Common Pleas failed to determine whether Gonzales’s alleged

actions or inactions caused Watts’ injuries and, regardless, Brown-Boyd failed to

produce the necessary expert report establishing causation, and (3) Common Pleas

applied the incorrect legal standard when ruling on summary judgment and generally

misinterpreted or misapplied the evidence.4

II. Discussion

We review Common Pleas’ order for an error of law or abuse of discretion.

Balentine, 191 A.3d at 803 n.3 (citing Yenchi v. Ameriprise Fin., Inc., 161 A.3d 811,

818 (Pa. 2017)). Summary judgment should be granted “only in those cases where

the record clearly demonstrates that there is no genuine issue of material fact and

4

The Pennsylvania Association for Justice has filed an amicus curiae brief supporting Brown-

Boyd.

4

that the moving party is entitled to judgment as a matter of law.”5 Sellers v. Twp. of

Abington, 106 A.3d 679, 684 (Pa. 2014) (quoting Summers v. Certainteed Corp.,

997 A.2d 1152, 1159 (Pa. 2010)). Whether genuine issues of material fact exist is a

question of law, “and therefore, on that question our standard of review is de novo.

This means we need not defer to the determinations made by the lower tribunals.”

Weaver v. Lancaster Newspapers, Inc., 926 A.2d 899, 902-03 (Pa. 2010) (citations

omitted). We must review the record, including “all pleadings, as well as any

depositions, answers to interrogatories, admissions, affidavits, and expert reports, in

a light most favorable to the non-moving party, and we resolve all doubts as to the

existence of a genuine issue of material fact against the moving party.” Moon v.

Dauphin Cnty., 129 A.3d 16, 19 (Pa. Cmwlth. 2015) (quoting LJL Transp., Inc. v.

Pilot Air Freight Corp., 962 A.2d 639, 647 (Pa. 2009)).

The Commonwealth and its agencies, officials, and employees are generally

immune from suits for damages when acting within the scope of their duties. Log

5

Although case law indicates summary judgment may “only” be granted if no genuine issues of

material fact exist, Rule 1035.2 of the Pennsylvania Rules of Civil Procedure provides two

circumstances where summary judgment is appropriate:

After the relevant pleadings are closed, but within such time as not to unreasonably

delay trial, any party may move for summary judgment in whole or in part as a

matter of law

(1) whenever there is no genuine issue of any material fact as to a

necessary element of the cause of action or defense which could be

established by additional discovery or expert report, or

(2) if, after the completion of discovery relevant to the motion,

including the production of expert reports, an adverse party who will

bear the burden of proof at trial has failed to produce evidence of

facts essential to the cause of action or defense which in a jury trial

would require the issues to be submitted to a jury.

Pa.R.Civ.P. 1035.2.

5

Cabin Prop., LP v. Pa. Liquor Control Bd., 276 A.3d 862, 870 (Pa. Cmwlth. 2022)

(en banc) (citing Stackhouse v. Pa. State Police, 892 A.2d 54, 58 (Pa. Cmwlth.

2006); Pa. Const. art. I, § 11), aff’d sub nom. MFW Wine Co., LLC v. Pa. Liquor

Control Bd., ___ A.3d ___ (Pa., Nos. 75-76 MAP 2022, filed July 2, 2024). The

Judicial Code lists exceptions to sovereign immunity, which apply to “damages

arising out of a negligent act where the damages would be recoverable under the

common law or a statute creating a cause of action if the injury were caused by a

person not having available the defense of sovereign immunity.” 42 Pa.C.S. §

8522(a). The vehicle exception, which is at the heart of this dispute, appears at

Section 8522(b)(1):

(b) Acts which may impose liability.--The following acts by a

Commonwealth party may result in the imposition of liability on the

Commonwealth and the defense of sovereign immunity shall not be

raised to claims for damages caused by:

(1) Vehicle liability.--The operation of any motor vehicle

in the possession or control of a Commonwealth party. As

used in this paragraph, “motor vehicle” means any vehicle

which is self-propelled and any attachment thereto,

including vehicles operated by rail, through water or in the

air.

42 Pa.C.S. § 8522(b)(1).6

In its first issue, SEPTA argues Common Pleas misinterpreted the term

“operation” in Section 8522(b)(1) and our Supreme Court’s discussion of that term

in Balentine. To understand SEPTA’s argument, we begin with a brief discussion

6

Section 8501 of the Judicial Code defines a “Commonwealth party” as “[a] Commonwealth

agency and any employee thereof, but only with respect to an act within the scope of his office or

employment.” 42 Pa.C.S. § 8501. SEPTA is a “Commonwealth party” for purposes of sovereign

immunity. Se. Pa. Transp. Auth. v. Holmes, 835 A.2d 851, 854 (Pa. Cmwlth. 2003) (citing

Feingold v. Se. Pa. Transp. Auth., 517 A.2d 1270 (Pa. 1986)).

6

of Love v. City of Philadelphia, 543 A.2d 531 (Pa. 1988). In Love, a disabled woman

fell while exiting a van owned by the City of Philadelphia. Id. at 531. Our Supreme

Court interpreted the vehicle exception to governmental immunity at Section

8542(b)(1) of the Judicial Code, 42 Pa.C.S. § 8542(b)(1), which similarly requires

“[t]he operation of any motor vehicle.” The Court concluded the woman’s injury

did not fall within the exception because “[g]etting into or alighting from a vehicle

are merely acts ancillary to the actual operation of that vehicle.” Love, 543 A.2d at

533. The Court explained: “to operate something means to actually put it in motion.

Merely preparing to operate a vehicle, or acts taken at the cessation of operating a

vehicle are not the same as actually operating that vehicle.” Id. (emphasis in

original).

Our Supreme Court decided Balentine just over 30 years later. Balentine

involved a contractor who was working near a parked Chester Water Authority

vehicle, which was struck from behind by another vehicle and moved forward,

fatally injuring the contractor. 191 A.3d at 802. The contractor’s widow filed a

lawsuit against Chester Water Authority, among others, alleging it negligently

parked the vehicle. Id. at 807. The Court concluded the widow’s negligence claim

fell within the vehicle exception to governmental immunity at Section 8542(b)(1).

Id. at 810. The Court overruled Love, explaining its requirement that a vehicle must

be in motion to be “operated” had “impeded the development of consistent and

logical case law.” Id. at 808. In its place, the Court adopted the definition of

“operation” from Justice Newman’s dissent in Warrick v. Pro Cor Ambulance, Inc.,

739 A.2d 127 (Pa. 1999):

The process of operating a vehicle encompasses more than simply

moving the vehicle. When a person “operates” a vehicle, he makes a

series of decisions and actions, taken together, which transport the

7

individual from one place to another. The decisions of where and

whether to park, where and whether to turn, whether to engage brake

lights, whether to use appropriate signals, whether to turn lights on or

off, and the like, are all part of the “operation” of a vehicle.

...

The term “operation” reflects a continuum of activity, the boundaries

of which this Court should define. “Operation” does not mean simply

moving forward or backwards, but instead includes the decision making

process that is attendant to moving the vehicle. Had the legislature

intended that recovery was permissible only when the vehicle was

actually in motion, the legislature would not have used a word that

implies a process, such as the term “operation.” Moreover, the term

“operation” of a motor vehicle occurs in other statutory provisions and

in those cases, we have not required that the term “operation” means

that the automobile actually be in motion. For example, in the context

of the offense of driving under the influence (DUI), to find that a motor

vehicle is in operation requires evidence that the driver was in actual

physical control of the vehicle, but not that the vehicle was actually “in

motion.”

Balentine, 191 A.3d at 809 (quoting Warrick, 739 A.2d at 128-29 (Newman, J.,

dissenting)) (citations omitted).7

SEPTA advances two lines of reasoning for why the vehicle exception to

sovereign immunity should not apply under the facts of this case, despite Balentine’s

more expansive definition of “operation.” SEPTA argues Love has not been entirely

overruled and remains good law to the extent that ingress and egress from a parked

vehicle is not “operation” of that vehicle. SEPTA’s Br. at 19-22. Further, SEPTA

7

In Warrick, a public bus dropped two children off at the wrong bus stop, near a dangerous

intersection. 739 A.2d at 127. The bus prevented the children from seeing approaching traffic as

they crossed the street. Id. A passing ambulance hit one of the children, inflicting fatal injuries.

Id. at 127-28. Justice Newman emphasized that the purpose of a bus was to pick up and drop off

passengers, explaining: “Because the driver is carrying out a necessary function to the operation

of the bus when, along his route, he stops to let his passengers off, he must therefore have the

corresponding duty to stop in a safe location.” Id. at 128-29.

8

argues Balentine did not disturb prior case law holding that the failure to use a

vehicle’s attachments, like a handicap ramp, is not “operation.” Id. at 22-26.

Initially, SEPTA cites then-Justice, later Chief Justice, Baer’s concurring

opinion in Balentine for the proposition that Love has not been entirely overruled.8

SEPTA’s Br. at 21. SEPTA argues Justice Baer’s concurrence is “informative”

because it demonstrates that the majority opinion in Balentine “did not address the

holding in Love ‘that ingress and egress from a parked vehicle does not constitute

‘operation’” but focused on its “gratuitous dicta” that “unnecessarily equates

movement and operation.” Id. (quoting Balentine, 191 A.3d at 812 (Baer, J.,

concurring)).

We disagree with SEPTA’s characterization. In his concurring opinion,

Justice Baer acknowledged Love improperly equated “operation” with “movement,”

but he considered this language to be mere dicta. Balentine, 191 A.3d at 811 (Baer,

J., concurring). He believed Love decided, correctly, the narrow issue of whether

“[g]etting into or alighting from a vehicle are merely acts ancillary to the actual

operation of that vehicle” and, thus, acts for which there is no exception to sovereign

immunity. Id. (quoting Love, 543 A.2d at 533). The Majority in Balentine expressly

overruled Love, explaining it was “wrong in principle and therefore properly

abandoned.” Id. at 810 n.5. Because Balentine overruled Love, it must be inferred

that the Supreme Court did not agree with Justice Baer that egress and ingress are

acts “merely ancillary” to operation.

In addition, SEPTA argues a vehicle is not in operation “when the sovereign

is not actively operating an attachment to the vehicle.” SEPTA’s Br. at 22. SEPTA

largely relies on cases decided before Balentine, which in turn relied on Love’s

8

Justice Donohue joined Justice Baer’s concurring opinion.

9

requirement that a vehicle must be in motion for “operation” to occur. See id. at 23

(citing Sonnenberg v. Erie Metro. Transit Auth., 586 A.2d 1026 (Pa. Cmwlth. 1991);

Mannella ex rel. Mannella v. Port Auth. of Allegheny Cnty., 982 A.2d 130 (Pa.

Cmwlth. 2009); Royal v. Se. Pa. Transp. Auth., 10 A.3d 927 (Pa. Cmwlth. 2010)).

SEPTA places particular reliance on Royal, which involved the failure to lower a

public bus so that a passenger with a cane could exit. 10 A.3d at 928. This Court

cited Love, among other cases, asserting that the vehicle exception did not apply

because the bus was stopped “and all of its parts and attachments were motionless.

No movement of the bus, part of the bus, or attachment to the bus caused [the

plaintiff’s] injury.” Id. at 931. Royal displays the same “emphasis on motion” that

our Supreme Court rejected in Balentine, 191 A.3d at 810, and, therefore, does not

control the outcome of this case.

SEPTA also cites Podejko v. Department of Transportation, 236 A.3d 1216

(Pa. 2020) (en banc), which this Court decided after Balentine. In Podejko, a fire

department diverted water from a flooded road to a nearby property using a “pumper

truck” and allegedly damaged a preschool. Id. at 1217. The trial court concluded

the pumper truck was not in “operation” at the time it was diverting water because

it was not being used to transport people from one place to another. Id. at 1223-24.

This Court rejected the trial court’s reasoning, as follows:

The trial court’s interpretation that the Pumper Truck’s operation is

limited to decisions [related to] transporting an individual from one

place to another is too narrow in this particular case. Based upon

Balentine, the courts cannot ignore the purpose for which the vehicle is

operated[.] Here, the purpose of the Fire Department’s Pumper Truck

was not only to transport firefighters to where they were needed, but its

parts were also expressly designed to disperse water onto fires or, in

this case, to remove flood waters. Because the Fire Department

controlled the parts of the Pumper Truck that removed the water from

10

[the road] and redirected it from the Pumper Truck’s rear, the Fire

Department operated the vehicle.

Id. at 1224-25 (citations, emphasis, footnote, and quotation marks omitted). Thus,

Podejko stands for the proposition that a vehicle may be “operated” even when it is

not being used to transport people, particularly when the vehicle’s purpose extends

beyond providing transportation. Podejko did not hold that a vehicle’s attachments

must be “actively operat[ed]” as SEPTA suggests. See SEPTA’s Br. at 22.

This leaves us with the plain language of Section 8522(b)(1) and our Supreme

Court’s discussion in Balentine. As summarized above, the vehicle exception

applies to “damages arising out of a negligent act.” 42 Pa.C.S. § 8522(a). The

exception also represents one of several types of “acts by a Commonwealth party”

that may result in liability. 42 Pa.C.S. § 8522(b). Although Section 8522 references

the “acts” of a Commonwealth party, the Judicial Code defines an “act” as including

“a failure to act.” 42 Pa.C.S. § 8501. Our Supreme Court has recognized, for

example, that both acts and failures to act fall within the real property exception to

governmental immunity, 42 Pa.C.S. § 8542(b)(3). In Brewington for Brewington v.

City of Philadelphia, 199 A.3d 348, 355 (Pa. 2018), the Court held the real property

exception applied where a school failed to install safety mats on a concrete gym wall,

explaining that “neither the terms of the [statute], nor any reasonable construction of

its real estate exception, requires an affirmative act on the part of the local agency.”9

Consistent with Section 8522(b)(1)’s plain language and the discussion in

Brewington, our Supreme Court contemplated in Balentine that “operation” of

vehicle would include both acts and failures to act. Under Balentine, “operation” of

a vehicle includes decisions like “whether to engage brake lights, whether to use

9

The Court decided Balentine on August 21, 2018, and Brewington on December 28, 2018.

11

appropriate signals, and whether to turn lights on or off.” 191 A.3d at 810 (quoting

Warrick, 739 A.2d at 128 (Newman, J., dissenting)). We can discern no meaningful

distinction between the negligent failures to act our Supreme Court listed in

Balentine, like failing to use lights or turn signals, and the alleged failure to lower

the handicap ramp in this case. For these reasons, we reject SEPTA’s argument that

failure to engage attachments, such as a handicap ramp, cannot constitute the

“operation” of a public bus.

SEPTA argues in its second issue that Common Pleas failed to determine

whether Gonzales’s operation of the bus caused Watts’ injuries. SEPTA suggests

Watts may not have been injured while exiting the bus, highlighting her history of

falls and the presence of bystanders who assisted her after she exited. SEPTA’s Br.

at 30-32. In addition, SEPTA argues Brown-Boyd failed to produce the necessary

expert report establishing causation. SEPTA acknowledges Brown-Boyd produced

an expert report from Saqib Rehman, M.D. (Dr. Rehman) but argues the report is

inadequate because Dr. Rehman did not opine on when or how Watts’ injuries

occurred. Id. at 29-31.

Our review of the record reveals evidence establishing a causal connection

between Gonzales’s operation of the bus and Watts’ injuries. Medical

documentation indicates Watts had no “acute facture” to her left leg after falling in

August 2019, R.R. at 128a-36a, and was discharged from a physical rehabilitation

facility on or about September 26, 2019, id. at 139a-51a. However, Watts’ femur

was broken after attempting to exit the bus only four days later, on September 30,

2019. Id. at 168a-76a. During her deposition,10 Watts explained she asked Gonzales

to lower the handicap ramp, and Gonzales responded she did not “put the ramp down

10

SEPTA indicates Watts passed away before her deposition could be completed. See SEPTA’s

Br. at 6.

12

unless it’s a wheelchair thing.” Id. at 335a. Watts explained she then attempted to

exit the bus when “my whole leg, my whole foot went like this. And I was in so

much pain, and screaming. . . . It was so painful. My leg just went like this. It went

to the right.” Id. at 336a.

SEPTA’s insistence that Brown-Boyd failed to produce an expert report is

also misplaced. SEPTA relies in part on our Supreme Court’s decision in Hamil v.

Bashline, 392 A.2d 1280 (Pa. 1978). In Hamil, our Supreme Court recognized the

cause of an injury may sometimes be inferred by the circumstances of an accident,

but expert testimony is generally required when “the complexities of the human body

place questions as to the cause of pain or injury beyond the knowledge of the average

layperson.” 392 A.2d at 1285 (collecting cases); see also Polett v. Pub. Commc’ns,

Inc., 126 A.3d 895, 931 (Pa. 2015). Brown-Boyd produced Dr. Rehman’s report,

which explained how the bus incident would have caused Watts’ injury to a

reasonable degree of medical certainty. R.R. at 399a. Dr. Rehman reviewed Watts’

medical records and the video of the September 30, 2019 incident, explaining as

follows:

Review of the written medical records indicates that [Watts] fell down

the steps while getting off [the bus]. My review of the video shows that

she did not quite fall to the ground, but stumbled and used her walker

to support herself, and she was unable to take any steps with the walker,

despite another person trying to help her. The walker did stop her from

going to the ground. . . .

....

Given Ms. Watts’ underlying condition of multiple myeloma, she was

unfortunately susceptible to pathological fractures. That is, her cancer

had weakened her bones and allowed them to fracture with very

minimal trauma. This is consistent with the clinical history in the

medical record, and a viewing of the SEPTA video confirms this.

That is, a patient without bone cancer like multiple myeloma would

13

not sustain a femoral fracture (and likely not a humerus fracture),

from stumbling the way Ms. Watts did. A patient with osteoporosis

could fracture a hip with a fall directly onto the hip from a standing

position. A patient with normal healthy bone would require much more

trauma, such as a fall down the stairs or a motor vehicle collision to

sustain a femur fracture.

R.R. at 399a-401a (emphasis added). We reject SEPTA’s contention that Brown-

Boyd’s evidence of causation, including an expert report, was insufficient to get to

the jury on the issue of causation.

SEPTA’s third and final issue is actually several issues combined. SEPTA

argues it filed its motion for summary judgment under Rule 1035.2(2) of the

Pennsylvania Rules of Civil Procedure, which applies when “an adverse party who

will bear the burden of proof at trial has failed to produce evidence of facts essential

to the cause of action or defense which in a jury trial would require the issues to be

submitted to a jury.” Pa.R.Civ.P. 1035.2(2). SEPTA contends Common Pleas

incorrectly decided its motion under Rule 1035.2(1), which applies “whenever there

is no genuine issue of any material fact as to a necessary element of the cause of

action or defense which could be established by additional discovery or expert

report.” Pa.R.Civ.P. 1035.2(1). SEPTA maintains Brown-Boyd “failed to adduce

admissible evidence to establish causation or . . . a statutory exception to immunity”

under Rule 1035.2(2). SEPTA’s Br. at 33. Even applying Rule 1035.2(1), SEPTA

continues, there are no genuine issues of material fact relevant to its immunity from

suit. Id.

SEPTA also argues Common Pleas denied summary judgment based on

“unsupported allegations and arguments, irrelevant facts, inadmissible hearsay,

mischaracterization of testimony, and speculation,” rather than record evidence.

SEPTA’s Br. at 34. SEPTA challenges the factual summary in Common Pleas’

14

opinion, arguing Common Pleas inaccurately describes the circumstances of Watts’

injury. Id. at 35-36. SEPTA contends there is no evidence that Gonzales stopped

the bus at an unsafe distance from the curb, or that the position of the bus relative to

the curb caused Watts’ injury. Id. at 36-39. Further, SEPTA contends Common

Pleas improperly focused on bus driver training and policies, particularly because it

discussed “whether Gonzales proactively assisted or provided aid” after Watts was

injured. Id. at 40-41.

Because we have already rejected SEPTA’s arguments regarding causation

and sovereign immunity, its assertion that Common Pleas should have granted

summary judgment for those reasons fails. Moreover, we reiterate that our standard

of review in these circumstances is de novo. Weaver, 926 A.2d at 902-03; see also

SEDA-COG Joint Rail Auth. v. Carload Express, Inc., 238 A.3d 1225, 1232 (Pa.

2020). This means we do not defer to Common Pleas’ determinations, and any

inaccuracies or flaws in Common Pleas’ reasoning do not require that we reverse the

order on appeal, so long as our independent review supports its decision. Based on

our discussion above, Brown-Boyd produced sufficient evidence of facts essential

to her cause of action under Rule 1035.2(2), and in turn established the existence of

genuine issues of material fact under Rule 1035.2(1). This evidence includes Watts’

deposition testimony, indicating Gonzales refused to lower the handicap ramp and

compelled Watts to exit the bus by stepping down onto the street, and Dr. Rehman’s

expert report, which connects Watts’ attempt to exit the bus with her injuries. R.R.

at 335a, 401a.

III. Conclusion

Brown-Boyd’s negligence claim falls within the vehicle exception at Section

8522(b)(1). Gonzales was “operating” the bus when she stopped to allow Watts to

15

exit and, allegedly, refused to lower the handicap ramp. See Balentine, 191 A.3d at

809 (quoting Warrick, 739 A.2d at 128-29 (Newman, J., dissenting)). Brown-Boyd

also produced sufficient evidence, including evidence of causation, to survive

summary judgment. Accordingly, we affirm Common Pleas’ order dated September

22, 2022.

______________________________

STACY WALLACE, Judge

16

IN THE COMMONWEALTH COURT OF PENNSYLVANIA

Roxanne Brown-Boyd, Executrix of :

the Estate of Brenda Watts :

:

v. : No. 1167 C.D. 2022

:

Southeastern Pennsylvania :

Transportation Authority and :

Sharon Gonzales, :

Appellants :

ORDER

AND NOW, this 15th day of July 2024, the order of the Court of Common

Pleas of Philadelphia County, dated September 22, 2022, is AFFIRMED.

______________________________

STACY WALLACE, Judge

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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