Opinion

Urbach

Court
District Court, E.D. New York
Filed
Oct 20, 2025
Cited by
0 cases
Authority
More cited than 35.8%

“The Montreal Convention’s text ‘hews closely’ to that of its predecessor”

How later courts described this case

  • “The Montreal Convention’s text ‘hews closely’ to that of its predecessor”
  • “This definition should be flexibly applied after assessment of all circumstances surrounding a passenger’s injuries.”
  • “an injury resulting from routine procedures . . . can be an ‘accident’ if those procedures or operations are carried out in an unreasonable manner.”
  • “a plaintiff’s unusual reaction to a routine and expected incident of airline travel, including any procedure that is conducted in the routine and expected manner, is no accident within the meaning of the Convention.”

Written by the judges who cited it.

The opinion

UNITED STATES DISTRICT COURT

EASTERN DISTRICT OF NEW YORK

---------------------------------------------------------- X

BENTZION URBACH, :

:

Plaintiff, :

MEMORANDUM DECISION AND

:

ORDER

- against - :

:

25-cv-2030 (BMC)

DEUTSCHE LUFTHANSA AG, :

:

Defendant. :

---------------------------------------------------------- X

COGAN, District Judge.

This action arises out of a pre-flight incident between a passenger and crew. Before

takeoff, flight attendants found plaintiff in his seat unconscious and unresponsive. The flight

attendants were eventually able to wake him up and thereafter made him disembark the plane.

Plaintiff has sued for $20,000 in damages under the Convention for the Unification of Certain

Rules for International Carriage by Air (May 28, 1999), Int’l Civ. Aviation Org. Doc. No. 9740,

reprinted in S. Treaty Doc. No. 106-45, 1999 WL 33292734 (the “Montreal Convention”).

Because the Montreal Convention requires a “accident which caused [a bodily] injury,” and

plaintiff has failed to raise a factual issue that the incident falls within this definition, the Court

grants defendant’s summary judgment motion.

BACKGROUND

Lufthansa flight LH 405 was supposed to take off from New York to Germany. Plaintiff,

who was traveling to Tel Aviv, boarded the flight without issue, early enough to settle into his

seat and fall asleep. The flight attendants woke plaintiff up and explained they were concerned

for his health because he was unresponsive. Plaintiff assured them he was “okay to fly.”

Nonetheless, LH 405 returned to the gate, where plaintiff was asked to, and did, disembark.

Plaintiff believes he was asked to disembark LH 405 because of antisemitic animus. In

his complaint, plaintiff describes himself as “the only visibly religiously dressed Jewish

passenger” and in the next sentence states he received “hostile glares from two flight attendants.”

Plaintiff testified that “the experience was mortifying” and that “[e]very aspect of it caused

emotional distress [and] embarrassment.” After disembarking LH 405, Plaintiff spent the night

at the airport and purchased another ticket to Tel Aviv from another air carrier. Plaintiff claims

he was physically and psychologically injured by defendant asking him to disembark LH 405.

For purposes of this motion, the Court assumes there was some physical contact between

the flight attendants and plaintiff when they tried to wake him up and escort him off the plane.

But plaintiff has described that contact, and the results of that contact, vaguely, and in different

ways. In the original and amended complaint, plaintiff alleged the flight attendants “pinched

[him] hard enough that he had a visible bruise on his arm.” At his deposition, when asked

whether he sustained any injuries, plaintiff testified, “like, nothing long term . . . maybe a little

bruise from the pinch or something.” He then testified that he “didn’t really see that there

was . . . a bruise there, but [felt] a little soreness.” He finally testified that he had some

“soreness” on the upper left side of his body, “from maybe shoving, I don’t know.” In his

opposition memorandum, plaintiff backtracked further on the alleged visible bruise,

acknowledging that “the injury complained of did not manifest itself on the surface of the skin

such that it was photographable.”

In its responses to plaintiff’s interrogatories as to why he was asked to disembark LH

405, defendant stated: “Plaintiff was deplaned from the aircraft due to a medical safety concern.

Members of the crew may have knowledge.” And in its initial disclosures (and separately in

another interrogatory), defendant identified by name the crew members working aboard LH 405

that day, and informed plaintiff they could be contacted by counsel. Plaintiff forwent that

opportunity and in turn, deposed no witnesses. Discovery then closed and the Court set the

matter down for final pretrial proceedings.

The parties filed a joint proposed pretrial order stipulating to the following facts, among

others:

• Plaintiff did not acquire any costs regarding emergency treatment following the

subject incident.

• Plaintiff did not acquire any costs for mental health treatment following the subject

incident.

• Plaintiff did not acquire any costs for physical therapy following the subject incident.

• Plaintiff did not acquire any costs for medications following the subject incident.

• Plaintiff did not sustain any costs as a result of the soreness that he experienced from

the subject incident.

• Plaintiff is not claiming loss of income in connection to the subject incident.

• Plaintiff had no hotel expenses in connection to the subject incident.

• Plaintiff did not incur any international cellphone roaming fees in connection with the

subject incident.

• Plaintiff did not incur any expenses for baggage delay in connection to the subject

incident.

• Plaintiff secured substitute travel arrangements on a different carrier in connection to

the subject incident.

• Plaintiff did not seek medical attention form a doctor for the soreness he described

occurring from the subject incident.

Defendants have moved for summary judgment. In opposing, plaintiff request that the

Court reopen discovery. For the reasons below, the Court declines to reopen discovery, grants

defendant’s motion, and dismisses plaintiff’s claims.

DISCUSSION

I. Request to Reopen Discovery

Plaintiff states that discovery must be reopened so that he can identify “Lufthansa

employees who were present and involved with the instant dispute” because he is “entitled to

depose and/or question the flight attendants and other employees involved to understand the

extent of incident, force used, and other relevant information to prove an injury occurred.” But

that plane took off long ago. As described above, defendant identified the “Lufthansa employees

who were present an involved with the instant dispute” practically immediately, in its initial

disclosures. It did so again in response to plaintiff’s interrogatories, naming eleven crew

members working on LH 405 that day. Whatever plaintiff’s reasons were for not acting on this

information at the time, it is not good cause warranting additional discovery.

Plaintiff tells the Court that defendant has been noncompliant in its discovery obligations,

but his assertion is conclusory. He has simply annexed defendant’s responses, apparently

expecting the Court to plow through them and reach its own determination that his conclusory

assertion is correct. Putting aside the adage that “judges are not like pigs, hunting for truffles

buried in the record,” Kane v. DiBlasio, 19 F.4th 152, 167 n.15 (2d Cir. 2021) (quoting United

States v. Morton, 993 F.3d 198, 204 n.10 (3d Cir. 2021)), plaintiff still has not addressed the

central issue – he had the names of defendant’s employees he now wants to depose at the

inception of discovery and never took any action to follow up.

Plaintiff is charged with knowing his obligations under Section I(E)(2) of the Court’s

Individual Practice Rules to promptly, upon any noncompliance with discovery, exhaust all legal

remedies to obtain compliance, and that his failure to do so “may result in a waiver of the

requested discovery.” By waiting to raise these concerns until filing his opposition

memorandum on summary judgment, plaintiff failed to act promptly, and thereby waived any

ability to seek additional discovery.

Finally, because of the conclusions of law the Court reaches below, any further discovery

would be futile. Even if a Lufthansa employee were to admit at deposition that plaintiff was

removed from LH 405 because he was dressed as an Orthodox Jew – which seems exceedingly

unlikely – plaintiff still has no case because that would still not meet the requirements of an

accident under the Montreal Convention. Similarly, it is farfetched to suppose that a Lufthansa

employee would testify to witnessing or inflicting a bodily injury severe enough to fall within the

Montreal Convention, when, as shown below, even plaintiff himself does not do so. From a

proportionality perspective, coupled with plaintiff’s failure to pursue discovery in this case, there

is no basis to reopen discovery.

II. Summary Judgment Standard

Rule 56 provides that summary judgment is warranted where the moving party – here,

defendant – “shows that there is no genuine dispute as to any material fact and the movant is

entitled to judgment as a matter of law.” Fed. R. Civ. P. 56(a). The Court must view all facts “in

the light most favorable to the nonmoving party.” Scott v. Harris, 550 U.S. 372, 380 (2007).

There is no genuine issue of material fact “where the record taken as a whole could not lead a

rational trier of fact to find for” plaintiff. See id. (plaintiff “must do more than simply show that

there is some metaphysical doubt as to the material facts”) (quoting Matsushita Elec. Industrial

Co. v. Zenith Radio Corp., 475 U.S. 574, 586 (1986); see also Anderson v. Liberty Lobby, Inc.,

477 U.S. 242, 247-48 (1986) (“the mere existence of some alleged factual dispute between the

parties will not defeat a properly supported motion for summary judgment”). Plaintiff must fight

facts with facts – it is not enough to simply deny the facts submitted by defendant. See Goenaga

v. March of Dimes Birth Defects Found., 51 F.3d 14, 18 (2d Cir. 1995). Rather, plaintiff must

marshal “concrete evidence from which a reasonable juror could return a verdict in his favor.”

See Anderson, 477 U.S. at 256.

III. The Montreal Convention

Defendant is an international air carrier, and therefore its liability is “governed by

international agreement rather than the local law of individual nations.” Badar v. Swissport

USA, Inc., 53 F.4th 739, 743 (2d Cir. 2022). The international agreement here is the Montreal

Convention, which succeeded the Warsaw Convention, keeping many of the same, if not

substantially similar provisions. Indem. Ins. Co. of N. Am. v. Unitrans Int’l Corp., 98 F.4th 73,

78 (2d Cir. 2024) (“The Montreal Convention’s text ‘hews closely’ to that of its predecessor”)

(quoting Badar, 53 F.4th at 744). For that reason, “Montreal Convention provisions may be

analyzed in accordance with case law arising from substantively similar provisions of . . . the

Warsaw Convention.” Cohen v. Am. Airlines, Inc., 13 F.4th 240, 245 (2d Cir. 2021).

Plaintiff seeks recovery under Articles 17 and 19 of the Montreal Convention. Defendant

asserts that it is entitled to summary judgment because plaintiff cannot show a genuine dispute of

a material fact supporting a claim under either Article.

A. Article 17

Under Article 17, defendant “is liable for damage sustained in case of death or bodily

injury of a passenger upon condition only that the accident which caused the death or injury took

place on board the aircraft or in the course of any of the operations of embarking or

disembarking.” Montreal Convention art. 17(1); see also E. Airlines, Inc. v. Floyd, 499 U.S.

530, 552 (1991) (“international carriers [are subject] to strict liability for Article 17 injuries

sustained on flights connected with the United States”). There are thus two questions for the

Court. The first question is if there is a genuine dispute of material fact bearing on whether

plaintiff disembarking LH 405 was an “accident” within the Montreal Convention. If so, the

second question is whether there is a genuine dispute of a material fact bearing on whether

plaintiff suffered a “bodily injury” from that accident.

1. Accident

Neither party addresses the Montreal Convention’s “accident” element in their motion

papers. Plaintiff’s opposition omits the word entirely, and defendant relies on its conclusion as

to the “bodily injury” element mooting the “accident” element. Because the Court must view the

facts in the light most favorable to the plaintiff, the Court proceeds to determine whether the

facts here could allow a reasonable jury to conclude that plaintiff’s disembarkation of LH 405

was an “accident” within the Montreal Convention.

The Second Circuit defines an Article 17 accident as “an unexpected or unusual event or

happening that is external to the passenger.” Cohen, 13 F.4th at 244 (quoting Air France v. Saks,

470 U.S. 392, 405 (1985)); see also Saks, 470 U.S. at 405 (“This definition should be flexibly

applied after assessment of all circumstances surrounding a passenger’s injuries.”). However,

any “procedure that is conducted in the routine and expected manner” is not an “accident within

the meaning of the Convention,” even if a passenger is injured. Fishman by Fishman v. Delta

Air Lines, 132 F.3d 138, 143 (2d Cir. 1998) (“a plaintiff’s unusual reaction to a routine and

expected incident of airline travel, including any procedure that is conducted in the routine and

expected manner, is no accident within the meaning of the Convention.”). But routine

procedures that are “carried out in an unreasonable manner” could be an accident, and any injury

sustained thereby might fall in the scope of Article 17. Id. (“an injury resulting from routine

procedures . . . can be an ‘accident’ if those procedures or operations are carried out in an

unreasonable manner.”)

The question is thus two-fold. The Court must first determine whether making a

passenger disembark for medical concerns is routine and expected. If so, the Court must then

determine whether it was conducted in an unreasonable manner.

Air carriers have broad authority to “refuse to transport a passenger [that] the carrier

decides is, or might be, inimical to safety.” 49 U.S.C. § 44902. “An airline’s discretion to reject

a passenger must be accepted if exercised in good faith and for a rational reason” because “the

airline must often make such decisions on the spur of the moment, shortly before the plane takes

off, and therefore without the benefit of complete and accurate information.” Ruta v. Delta

Airlines, Inc., 322 F. Supp. 2d 391, 397 (S.D.N.Y. 2004). And incidents “arising from a

passenger’s medical conditions are . . . not ‘accidents’ under the Montreal Convention.” Safa v.

Deutsche Lufthansa AG, 42 F. Supp. 3d 436, 441 (E.D.N.Y. 2014) (even “an airlines failure to

respond with adequate medical assistance to an injury suffered on board an aircraft does not

constitute an ‘accident’ under the Montreal Convention.”) (collecting cases). It is therefore

difficult to conclude that making a passenger disembark a plane for medical concerns, as plaintiff

acknowledged in his interrogatory answer, is anything but routine and expected.

Plaintiff alleges that this routine and expected procedure was carried out in an

unreasonable manner – namely, that defendant did so with antisemitic animus.1 These

allegations have no bearing on plaintiff’s claims under the Montreal Convention. See King v.

Am. Airlines, 284 F.3d 352, 355 (2d Cir. 2002) (plaintiff’s “discrimination claim . . . is not

1 Plaintiff does not make this argument explicitly in his complaint or summary judgment papers. But the court,

interpreting the facts in the light most favorable to plaintiff, finds this to be the most cognizable argument

attributable to plaintiff’s description of the facts.

actionable under the treaty.”); see also Agmon v. Jetblue Airways Corp., No. 24-cv-2393, 2025

WL 2733289, at *1 (E.D.N.Y. Sep. 25, 2025) (“even intentional discrimination claims . . . are

not . . . actionable under the Montreal Convention”).

Plaintiff’s case is similar to Agmon. There, “an orthodox Jewish family . . . wrapped

tefillin, put on yarmulkes, and prayed in Hebrew” in front of airline employees who gave them

“dirty looks after observing [their] religious practices and overhearing [them] speaking Hebrew.”

2025 WL 2733289, at *1. After boarding, one member of the family removed his sanitary face

mask, ostensibly in violation of COVID restrictions, and they were asked to disembark from the

plane. Although the family argued the mask removal “was pretextual and in reality motivated by

the [airline’s] discriminatory animus,” the court dismissed the claims because discrimination

cannot be an accident – an “injury-causing event” – under Article 17. Id.

There is no genuine dispute that plaintiff was made to disembark from LH 405 after flight

attendants found him unconscious and unresponsive in his seat. Beyond the conclusory

allegations of discrimination, plaintiff’s account shows that disembarkation was “conducted in

the routine and expected manner.” Delta Air Lines, 132 F.3d at 143. For that reason, plaintiff

has failed to show that there was a genuine dispute of material fact bearing on whether his

removal was an “accident” under Article 17 of the Montreal Convention.

2. Injury

Even assuming that plaintiff being made to disembark LH 405 was an “accident,” that

would not change the result because there is no genuine dispute of material fact bearing on

whether plaintiff suffered a “physical injury.” As a preliminary matter, it is irrelevant whether

plaintiff had a visible bruise, because Article 17 encompasses “death, physical injury, or physical

manifestation of injury.” Floyd, 499 U.S. at 552. “Injury” in this context is rooted in the treaty’s

original French – dommage survenu en cas de . . . lesion corporelle – and means “bodily injury.”

Ehrlich, 360 F.3d at 375.

The distinction of “physical injury” and “physical manifestation of injury” warrants a

brief discussion. A physical injury is a physiological change to the body, such as “bruises,

lacerations and broken bones” which are caused by an objective, verifiable impact. See

Vumbaca v. Terminal One Grp. Ass’n, L.P., 859 F. Supp. 2d 343, 365 (E.D.N.Y. 2012) (listing

examples of bodily injuries that passengers suffer during an airplane accident) (quoting Jack v.

Trans World Airlines, 854 F. Supp. 654, 664 (N.D. Cal. 1994)). Of course, all physical bodily

injuries are accompanied by a physical manifestation of that bodily injury: a bruise manifests in

skin discoloration; a laceration manifests in parted flesh; and a broken bone manifests in, well, a

broken bone.

But not all physical manifestations of bodily injuries are visible to the naked eye. A

cerebral contusion, for example, occurs when brain tissue is bruised by impact, which remains

hidden under the skin. Still, most doctors can diagnose a cerebral contusion without opening a

patient’s skull, and often even without a CT or MRI scan. That’s because a cerebral contusion

manifests itself in known physical sensations: headache, dizziness, and loss of consciousness, for

instance. These invisible physical sensations are the physical manifestations of a cerebral

contusion, and thus a cerebral contusion (and other like injuries) could be a bodily injury within

the gambit of Article 17.

The problem is that not all invisible physical sensations are physical manifestations of a

bodily injury. Indeed, “[h]eadache, nausea, hunger, thirst, and discomfort” do not by themselves

constitute Article 17 injuries because they are not “the result of an objectively verifiable disease

or impact on the body [and] they are difficult to quantify and easy to fabricate.” Vumbaca, 859

F. Supp. 2d at 372. In short, an invisible physical sensation alone won’t cut it – an Article 17

plaintiff must connect the invisible physical sensation to an objective, verifiable impact to his

body.

Here, plaintiff admits that there was no visible bodily injury. Plaintiff agreed at his

deposition that he “didn’t really see that there was . . . a bruise there, but [felt] a little soreness.”

The question therefore is whether his invisible physical sensation – a little soreness – is a

physical manifestation of a bodily injury. The answer is no, because plaintiff cannot connect his

soreness to an “objectively verifiable . . . impact on [his] body.” See Vumbaca, 859 F. Supp. 2d

at 372. Indeed, plaintiff himself cannot identify the catalyst of his soreness, speculating

simultaneously that it was “maybe . . . from the pinch or . . . [f]rom maybe shoving” but

ultimately said, “I don’t know.” All plaintiff offers is that after he fell asleep, he was woken up

by flight attendants and made to disembark the plane, and thereafter felt sore. That is simply not

enough.

That is what the court held in Tharp v. Delta Air Lines, Inc., 552 F. Supp. 3d 1091, 1100

(D. Or. 2021). There, the court granted summary judgment for the airline defendant because

there was “no evidence of a physical injury resulting from the event other than [the plaintiff’s]

unsubstantiated claim that the contact to her arm caused ‘irritation and redness’ on her skin that

‘lasted for hours after the flight.’” Id. As in Tharp, our plaintiff offers no evidence of a physical

injury other than his unsubstantiated claim that some contact to his arm made him feel some

soreness. Even viewing that in the light most favorable to plaintiff, no jury could find it to be a

“bodily injury” under the Montreal Convention.

Absent physical injuries, the Court cannot consider plaintiff’s alleged psychological

injuries. See Floyd, 499 U.S. at 552-53 (air carriers could not be held liable under Article 17 for

mental injuries that did not accompany bodily injuries); Ehrlich, 360 F.3d at 366 (Article 17

provides no relief for “mental injuries that . . . are not caused [by] bodily injuries”).

Because there is no genuine dispute as to whether plaintiff’s soreness is attributable to an

objective, identifiable impact, there is no dispute that plaintiff did not suffer an “injury” under

Article 17 of the Montreal Convention.

B. Article 19

Under Article 19, defendant “is liable for damage occasioned by delay [unless] it proves

that it and its servants and agents took all measures that could reasonably be required to avoid

the damage or that it was impossible for it or them to take such measures.” Montreal Convention

art. 19. While the “Supreme Court has indicated that Article 19 covers harms that are distinct

from the ‘personal injuries’ recoverable under Article 17,” Vumbaca, 859 F. Supp. 2d at 367

(citing El Al Isr. Airlines v. Tsui Yuan Tseng, 525 U.S. 155, 168-69 (1999), “[c]ourts in the

Second Circuit have found that Article 19 only applies to ‘economic loss occasioned by delay in

transportation” and thus “[e]motional harms are not compensable under Article 19.” Id. (quoting

Sobol v. Cont’l Airlines, No. 05-cv-8992, 2006 WL 2742051, at *5 (S.D.N.Y. Sept. 26, 2006)).

Plaintiff’s stipulation that he “is not claiming loss of income . . . hotel expenses . . . [nor]

any expenses for baggage delay in connection to the subject incident” is dispositive. There is no

genuine dispute of a material fact bearing on whether plaintiff suffered any purely economic loss

from the delay.

CONCLUSION

Defendants’ motion for summary judgment is granted.

SO ORDERED.

U.S.D.J.

Dated: Brooklyn, New York

October 18, 2025

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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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