Opinion

A. Turner & T. Govan-Turner v. Lower Merion S.D.

Court
Commonwealth Court of Pennsylvania
Filed
May 10, 2024
Status
Published
On the bench
Wallace, J.
Cited by
0 cases
Authority
More cited than 16.0%

The opinion

IN THE COMMONWEALTH COURT OF PENNSYLVANIA

Anthony Turner and :

Tobi Govan-Turner, :

Appellants :

:

v. : No. 657 C.D. 2023

: Submitted: April 9, 2024

Lower Merion School District :

BEFORE: HONORABLE MICHAEL H. WOJCIK, Judge

HONORABLE STACY WALLACE, Judge

HONORABLE MARY HANNAH LEAVITT, Senior Judge

OPINION

BY JUDGE WALLACE FILED: May 10, 2024

Anthony Turner (Anthony) and his mother, Tobi Govan-Turner (collectively,

the Turners), appeal the order of the Court of Common Pleas of Montgomery County

(Common Pleas), dated January 13, 2023, which granted the Lower Merion School

District’s (School District) motion for judgment on the pleadings and dismissed the

Turners’ complaint with prejudice. Common Pleas concluded the School District

was entitled to governmental immunity under Section 8541 of the Judicial Code, 42

Pa.C.S. § 8541, because the Turners’ negligence claim did not meet the requirements

of the real property exception to immunity under Section 8542(b)(3) of the Judicial

Code, 42 Pa.C.S. § 8542(b)(3).1 After careful review, we affirm.

1

Sections 8541-42 of the Judicial Code, 42 Pa.C.S. §§ 8541-42, are commonly known as the

Political Subdivision Tort Claims Act.

I. Background

We take the alleged facts of this matter from the Turners’ complaint. Anthony

was a high school student in the School District. Reproduced Record (R.R.) at 6a.

On or about June 5, 2019, Anthony attended a physical education class, during which

School District staff directed him to participate in a kickball game.2 School District

staff “utilized temporary bases which were not affixed to the ground” for the game.

Id. While participating, Anthony ran to a base, which slid out from under him. Id.

Anthony “experience[d] a pop” and fell to the ground, suffering “a displaced fracture

of the posterior margin of the distal tibia with localized soft tissue swelling, noted as

a Salter-Harris type II fracture with a permanent decrease in functional mobility,

stiffness, pain, weakness, and physical discomfort.” Id. at 7a.

The Turners filed their complaint against the School District on June 3, 2021,

alleging the School District was negligent by failing to safely maintain the field used

during the kickball game, resulting in Anthony’s injury. Specifically, the Turners

alleged the School District did not “install and use a hook or clip or a type of fastener

to be made part of the real estate” to affix the temporary bases to the ground or did

not use “non-slip bases for kickball games during physical education classes.” R.R.

at 9a. The School District filed an answer with new matter on September 8, 2022,

denying it acted negligently and, in relevant part, contending it was immune from

liability under the Judicial Code. The School District filed a motion for judgment

on the pleadings on September 28, 2022, contending once again that it was immune.

The School District acknowledged the Judicial Code’s exception to immunity under

Section 8542(b)(3) for the negligent “care, custody or control of real property in the

2

Although not explained in the Turners’ complaint, the record indicates the kickball game was

played outdoors on AstroTurf. R.R. at 57a. Anthony was 16 years old at the time of the game and

is now an adult. See id.

2

possession of the local agency.” 42 Pa.C.S. § 8542(b)(3). It argued, however, that

the bases used during the kickball game were personalty, not real property, such that

Section 8542(b)(3) did not apply.

The Turners filed a reply to the School District’s new matter on September

28, 2022, followed by an answer in opposition to the School District’s motion for

judgment on the pleadings on October 28, 2022. The Turners argued their lawsuit

involved the School District’s failure to install fasteners for the bases to the kickball

field, i.e., its failure to make the real property safe, rather than a defect with the bases

themselves. In addition, the Turners argued the School District’s contentions were

inconsistent with Brewington for Brewington v. City of Philadelphia, 199 A.3d 348

(Pa. 2018), in which the Pennsylvania Supreme Court applied Section 8542(b)(3) to

a boy who tripped and fell into a concrete wall during physical education class. The

School District filed a surreply on November 10, 2022.

By order dated January 13, 2023, Common Pleas granted the School District’s

motion for judgment on the pleadings and dismissed the complaint with prejudice.

The Turners timely filed this appeal.3 In its opinion, Common Pleas first discussed

Section 8542(a), concluding the Turners failed to establish an action at common law

that would permit them to recover damages absent the School District’s immunity.

R.R. at 138a. Common Pleas reasoned a possessor of land, like the School District,

has a duty to protect invitees from latent unreasonable risks that the possessor should

expect the invitees not to discover or recognize. Id. at 139a (citing Brewington, 199

A.3d at 355; Restatement (Second) of Torts § 343 (Am. L. Inst. 1965)). It was

3

The Turners filed their notice of appeal with the Pennsylvania Superior Court, which transferred

the matter to this Court. The Turners also filed a motion for reconsideration. Common Pleas did

not formally rule on the Turners’ motion for reconsideration but expressed disagreement with the

motion in its opinion, which we discuss below. See R.R. at 143a.

3

“obvious and unhidden” that the bases were unaffixed to the ground, Common Pleas

explained, and Anthony “must have been aware that he was participating in a gym

class kickball game with temporary bases.”4 Id. (emphasis in original).

In addition, Common Pleas addressed Section 8542(b)(3), concluding the real

property exception did not apply because this case involved personalty, rather than

real property. R.R. at 142a-43a. Common Pleas reasoned Anthony “was not injured

as a result of the field being negligently maintained, nor was he injured by the land

itself. The injury occurred because he slipped on a temporary base placed on the

land for a temporary purpose.” Id. at 144a. It distinguished Brewington, explaining

the boy in that case was injured by a concrete wall, which was real property. Id. at

142a. Common Pleas cited another Pennsylvania Supreme Court decision, Blocker

v. City of Philadelphia, 763 A.2d 373 (Pa. 2010), which held Section 8542(b)(3) did

not apply to a woman who was injured when a bleacher she was sitting on during a

concert collapsed. R.R. at 143a-44a.

Common Pleas also discussed its decision to dismiss the Turners’ complaint

with prejudice. Common Pleas asserted there was no way the Turners could amend

their complaint to bring a negligence claim under Section 8542(b)(3). R.R. at 144a-

45a. The Turners acknowledged the base on which Anthony slipped was temporary

and unaffixed to real estate. Id. at 144a. Common Pleas concluded, therefore, that

no matter how they amended their complaint, “the fact remains that [Anthony’s] foot

made contact with personalty which led to his harm and [the School District] remains

4

Common Pleas rejected an argument the Turners made that Major League Baseball rules require

attaching bases to the ground. See R.R. at 57a. Common Pleas explained: “Major League Baseball

may establish regulations for professional baseball teams and ballparks under its control, but those

obligations do not create a duty for high school physical education kickball.” Id. at 139a.

4

immune from suit. Trial in this matter would be a fruitless exercise.” Id. at 145a

(citing Beardell v. W. Wayne Sch. Dist., 496 A.2d 1373, 1375 (Pa. Cmwlth. 1985)).

On appeal, the Turners argue Common Pleas erred by concluding the School

District was immune from liability and did not fall within the real property exception

under Section 8542(b)(3). They argue, in the alternative, that Common Pleas should

have allowed them to amend their complaint.

II. Discussion

When reviewing an order granting judgment on the pleadings, the Court must

determine whether the law makes recovery impossible on the facts averred. Cagey

v. Commonwealth, 179 A.3d 458, 463 (Pa. 2018) (citing Emerich v. Phila. Ctr. for

Hum. Dev., Inc., 720 A.2d 1032, 1034 (Pa. 1998)). We confine our review “to the

pleadings and documents properly attached thereto. Accordingly, [we] must accept

as true all well[-]pleaded statements of fact, admissions, and any documents properly

attached to the pleadings presented by the party against whom the motion is filed,

considering only those facts which were specifically admitted.” Foust v. Pa. Dep’t

of Hum. Servs., 305 A.3d 1128, 1132 n.3 (Pa. Cmwlth. 2023) (quoting Angino &

Rovner v. Jeffrey R. Lessin & Assocs., 131 A.3d 502, 507 (Pa. Super. 2016)).

Our analysis focuses on the real property exception under Section 8542(b)(3),

which is dispositive. The Judicial Code provides governmental immunity for local

agencies. Under Section 8541, “no local agency shall be liable for any damages on

account of any injury to a person or property caused by any act of the local agency

or an employee thereof or any other person.”5 42 Pa.C.S. § 8541. Section 8542 lists

5

A “local agency” is a “government unit other than the Commonwealth government.” Section

8501 of the Judicial Code, 42 Pa.C.S. § 8501. The School District qualifies as a local agency. See,

e.g., Brewington, 199 A.3d at 350.

5

exceptions to immunity that apply if certain conditions are met. 42 Pa.C.S. § 8542.

It provides as follows, in relevant part:

(a) Liability imposed.--A local agency shall be liable for damages on

account of an injury to a person or property within the limits set forth

in this subchapter if both of the following conditions are satisfied and

the injury occurs as a result of one of the acts set forth in subsection (b):

(1) The damages would be recoverable under common law

or a statute creating a cause of action if the injury were

caused by a person not having available a defense under

section 8541 (relating to governmental immunity

generally) or section 8546 (relating to defense of official

immunity); and

(2) The injury was caused by the negligent acts of the local

agency or an employee thereof acting within the scope of

his office or duties with respect to one of the categories

listed in subsection (b). As used in this paragraph,

“negligent acts” shall not include acts or conduct which

constitutes a crime, actual fraud, actual malice or willful

misconduct.

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

agency or any of its employees may result in the imposition of liability

on a local agency:

....

(3) Real property.--The care, custody or control of real

property in the possession of the local agency, except that

the local agency shall not be liable for damages on account

of any injury sustained by a person intentionally

trespassing on real property in the possession of the local

agency. As used in this paragraph, “real property” shall

not include:

(i) trees, traffic signs, lights and other traffic

controls, street lights and street lighting

systems;

6

(ii) facilities of steam, sewer, water, gas and

electric systems owned by the local agency

and located within rights-of-way;

(iii) streets; or

(iv) sidewalks.

42 Pa.C.S. § 8542(a), (b)(3).

In Blocker, as summarized above, our Supreme Court held Section 8542(b)(3)

did not apply to a woman who was injured when a bleacher she was sitting on during

a concert collapsed. 763 A.2d at 374. The Court reasoned the bleacher was not

attached to the ground and could not “be a fixture of the real property.” Id. at 375-

76. The Court quoted from its previous decision in Clayton v. Lienhard, 167 A. 321

(Pa. 1933), distinguishing between the different types of chattels “used in connection

with real estate,” as follows:

Chattels used in connection with real estate are of three classes: First,

those which are manifestly furniture, as distinguished from

improvements, and not peculiarly fitted to the property with which they

are used; these always remain personalty. . . . Second, those which are

so annexed to the property that they cannot be removed without

material injury to the real estate or to themselves; these are realty, even

in the face of an expressed intention that they should be considered

personalty-to them the ancient maxim “Quicquid plantatur solo, solo

cedit”[6] applies in full force. . . . Third, those which, although

physically connected with the real estate, are so affixed as to be

removable without destroying or materially injuring the chattels

themselves, or the property to which they are annexed; these become

part of the realty or remain personalty, depending upon the intention of

the parties at the time of the annexation; in this class fall such chattels

as boilers and machinery affixed for the use of an owner or tenant but

readily removable. . . .

6

“[W]hatever is annexed to the land becomes land.” Blocker, 763 A.2d at 375 (quoting Powell on

Real Property, Ch. 57, ¶ 649[1], at 57–5 (1992)).

7

Blocker, 763 A.2d at 375 (quoting Clayton, 167 A. at 322).

Conversely, in Brewington, our Supreme Court applied Section 8542(b)(3) to

a boy who tripped and fell into a concrete wall during physical education class. 199

A.3d at 350. The boy’s mother alleged the school negligently failed to install safety

mats on the wall. Id. The Court explained that “the real property exception, by its

express definitional terms, includes a failure to provide safety features in situations

where such a duty otherwise exists,” and that local agencies would be subject to suit

for acts “which render a property unsafe for ‘the activities for which it is regularly

used, for which it is intended to be used, or for which it may reasonably be foreseen

to be used.’” Id. at 357 (quoting Mascaro v. Youth Study Ctr., 523 A.2d 1118, 1124

(Pa. 1987)). The Court also discussed Blocker:

Our decision in Blocker focused solely on the collapsed bleachers,

which caused the plaintiff’s injury; as chattel that was not affixed to

realty, it constituted personalty which did not fall within the real

property exception. The chattel in Blocker was the cause of the injury.

Here, it was the wall, which is not chattel, but real property, that caused

[the boy’s] injuries. Thus, we find the instant matter, unlike the

situation in Blocker, comfortably fits within the real property exception.

Accordingly, we reaffirm our decision in Blocker to the extent it holds

personalty alone may not serve as the basis to trigger the real property

exception to governmental immunity . . . .

Id. at 357-58.

The Turners aver in their complaint that Anthony was injured because School

District staff “utilized temporary bases which were not affixed to the ground” for the

kickball game. R.R. at 6a. Because the bases were not affixed to the kickball field,

they were personalty, like the bleacher in Blocker. The Turners anticipate this issue,

averring the School District failed to install fasteners for bases to the kickball field,

“rendering the property unreasonably unsafe.” Id. In other words, the Turners aver

8

it was the kickball field that caused Anthony’s injury by lacking fasteners for bases,

rather than the bases themselves. The Turners’ brief advances the same idea, arguing

the School District failed to provide a kickball field that was reasonably safe for its

intended use. Turners’ Br. at 7-8, 13-16.

The Turners are not entitled to relief. The Turners’ complaint does not point

to an unsafe condition of the real property but to a way that the School District could

have changed the real property to make personalty safer, i.e., installing fasteners for

kickball bases to the ground. This argument lacks support in case law, which

“centers on the cause of the injury, rather than the nature of the remedy that should

have been provided.” See Brewington, 199 A.3d at 357. It also contravenes our

Supreme Court’s directive that “exceptions to governmental immunity must be

narrowly construed.” See id. at 355-56 (citing Dorsey v. Redman, 96 A.3d 332, 341

(Pa. 2014)). We agree with Common Pleas that our Supreme Court’s reasoning in

Blocker controls, and that the Turners’ claim does not meet the requirements of the

real property exception under Section 8542(b)(3).7

The Turners argue, in the alternative, that Common Pleas should have allowed

them to file an amended complaint. We review Common Pleas’ decision to grant or

deny leave to amend for an abuse of discretion. See Lacava v. Se. Pa. Transp. Auth.,

157 A.3d 1003, 1017 (Pa. Cmwlth. 2017) (citing Weaver v. Franklin Cnty., 918 A.2d

194, 203 (Pa. Cmwlth. 2007)). A party may amend a pleading at any time, either by

filed consent of the adverse party or leave of court. Rule 1033(a) of the Pennsylvania

Rules of Civil Procedure, Pa.R.Civ.P. 1033(a). However, “the trial court does not

abuse its discretion in failing to grant leave to amend where further amendment could

7

Given this disposition, we do not address Common Pleas’ belief that the Turners would be unable

to establish a cause of action at common law that would permit them to recover damages absent

the School District’s immunity. See R.R. at 138a-40a.

9

not circumvent a defendant’s immunity.” Sobat v. Borough of Midland, 141 A.3d

618, 627 (Pa. Cmwlth. 2016) (citing Holt v. Nw. Pa. Training P’ship Consortium,

Inc., 694 A.2d 1134, 1138 n.9 (Pa. Cmwlth. 1997)).

The Turners’ brief does not explain what amendment they could make to bring

a negligence claim within Section 8542(b)(3). The section of the brief addressing

their request to file an amended complaint merely emphasizes Anthony was a minor

when he was injured, and the statute of limitations had not yet expired. Turners’ Br.

at 18-19. Elsewhere in the brief, the Turners contend they were entitled to discovery,

which would reveal “the nature of the relationship of the bases to the real property.”

Id. at 16-18. They propose that the kickball field “might” have been slippery, or

“that the offending base was the only base not to be secured.” Id. at 16. The Turners’

counsel made similar points during argument before Common Pleas on January 9,

2023, when explaining why she should be permitted to file an amended complaint.

R.R. at 81a-95a.

Review of the record demonstrates the Turners’ proposed amendment would

not have circumvented the School District’s immunity. See Sobat, 141 A.3d at 627.

Although the Turners’ counsel suggested the kickball field might have been slippery,

her theory was that the slippery field may have made the base that caused Anthony’s

injury unsafe. See R.R. at 81a-83a, 86a (“[P]erhaps this base was not appropriate

for AstroTurf; perhaps this base was made for natural grass and dirt and, therefore,

it may have not slid had it been used on a different surface . . . .”). She also suggested

School District staff might have affixed the base that caused Anthony’s injury to the

field, “and it should have stayed but didn’t.” Id. at 84a-85a, 91a. Counsel was not

apparently suggesting that the base was meant to be permanently affixed to the field,

but that it was a temporary base, which did not stay affixed or was never affixed as

10

it should have been. See id. at 91a (“[M]aybe that base was the only one that wasn’t

attached. Maybe the coach should have attached it, but the field itself was defective,

the real property was defective for the purpose that it was being used.”). Thus, even

after the amendment, the Turners’ complaint would continue to depend on an injury

caused by personalty, i.e., an unattached base. We discern no abuse of discretion by

Common Pleas in dismissing the complaint with prejudice.

III. Conclusion

We conclude Common Pleas did not err or abuse its discretion by granting the

School District’s motion for judgment on the pleadings and dismissing the Turners’

complaint with prejudice. Therefore, we affirm Common Pleas’ order dated January

13, 2023.

______________________________

STACY WALLACE, Judge

11

IN THE COMMONWEALTH COURT OF PENNSYLVANIA

Anthony Turner and :

Tobi Govan-Turner, :

Appellants :

:

v. : No. 657 C.D. 2023

:

Lower Merion School District :

ORDER

AND NOW, this 10th day of May 2024, the order of the Court of Common

Pleas of Montgomery County, dated January 13, 2023, 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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