Petition for Writ of Certiorari — Melissa Suzette Arzu, Individually and as Administrator of the Estate of Kevin Greenidge, Petitioner v. American Airlines, Incorporated
Supreme Court briefAug 12, 2026
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No. ___________
In The
Supreme Court of the United States
MELISSA SUZETTE ARZU,
AS AN INDIVIDUAL AND AS THE ADMINISTRATOR OF THE
ESTATE OF KEVIN ISHMAEL GREENIDGE,
Petitioner,
v.
AMERICAN AIRLINES, INC.,
Respondent.
On Petition for a Writ of Certiorari
To The United States Court of Appeals
For The Fifth Circuit
PETITION FOR A WRIT OF CERTIORARI
DARREN P. NICHOLSON
Counsel of Record
HANNAH M. CROWE
ANNA KATHERINE BENEDICT
BURNS CHAREST LLP
901 Main Street, Suite 5800
Dallas, TX 75202
(469) 904-4550
dnicholson@burnscharest.com
Counsel for Petitioner
i
QUESTIONS PRESENTED
Article 17 of the Montreal Convention imposes
liability on a carrier for the death or bodily injury of a
passenger caused by an “accident” on an international
flight. In Air France v. Saks, this Court defined
“accident” as “an unexpected or unusual event or
happening that is external to the passenger,” and
instructed that this definition “should be flexibly
applied after assessment of all the circumstances
surrounding a passenger’s injuries.” 470 U.S. 392, 405
(1985). In Olympic Airways v. Husain, the Court
applied this definition to a flight crew’s deficient
response to a passenger’s fatal inflight medical
emergency. 540 U.S. 644 (2004).
In the decision below, the Fifth Circuit held
that a flight crew’s response to a passenger’s fatal
inflight medical emergency cannot be an Article 17
“accident” unless the plaintiff proves both “unusual
circumstances” and the crew’s “willing inaction.” App.
9a.
The questions presented are:
1. Whether a passenger seeking recovery under
Article 17 of the Montreal Convention for injuries
arising from a flight crew’s response to an inflight
medical emergency must prove the crew’s “willing
inaction.”
2. Whether the Montreal Convention preempts
a state law breach of contract claim seeking to enforce
a provision in a carrier’s conditions of carriage to
make a mandatory advance payment upon a
passenger’s death.
ii
PARTIES TO THE PROCEEDINGS BELOW
This case arises out of an action brought in the
Northern District of Texas. The plaintiff was Melissa
Suzette Arzu, as an individual and as the
Administrator of the Estate of Kevin Ishmael
Greenidge, deceased. Ms. Arzu was the appellant in
the Fifth Circuit below. The defendant in the district
court was American Airlines, Inc. American Airlines,
Inc. was the appellee in the Fifth Circuit below.
American Airlines, Inc.’s stock ticker symbol is AAL.
iii
STATEMENT OF RELATED CASES
Arzu v. American Airlines, Inc., No. 4:24-cv00433-P (N.D. Tex.) (judgment entered May 8, 2025);
Arzu v. American Airlines, Inc., No. 25-10606
(5th Cir.) (judgment entered May 14, 2026).
iv
TABLE OF CONTENTS
Page
QUESTIONS PRESENTED ....................................... i
PARTIES TO THE PROCEEDINGS BELOW .......... ii
STATEMENT OF RELATED CASES ...................... iii
TABLE OF CONTENTS ........................................... iv
TABLE OF APPENDICES ....................................... vi
TABLE OF AUTHORITIES .................................... vii
PETITION FOR A WRIT OF CERTIORARI .............1
INTRODUCTION .......................................................1
OPINIONS BELOW ....................................................3
JURISDICTION ..........................................................3
TREATY PROVISIONS INVOLVED .........................3
STATEMENT OF THE CASE ....................................5
A.
The Montreal Convention’s Uniform
Liability Regime ...............................................5
B.
Kevin’s Death On Flight 614 ...........................7
C.
The Proceedings Below ..................................10
REASONS FOR GRANTING THE PETITION .......12
I.
The Circuits Are Squarely Divided Over
the Definition of Article 17 Accident
When Analyzing a Carrier Crew’s
Response to a Passenger’s Inflight
Medical Emergency ........................................12
A.
The Fifth Circuit Alone Requires
Proof of the Crew’s Subjective
“Willing Inaction” ...................................13
v
II.
B.
The Eleventh Circuit Applies a
Purely Factual Analysis,
Irrespective of Any “Willing
Inaction”..................................................14
C.
The First, Second, and Ninth
Circuits Likewise Do Not Require
“Willing Inaction” ...................................15
D.
The Conflict Between Courts Is
Acknowledged, Entrenched, and
Outcome-Determinative .........................16
E.
Only This Court Can Restore
Uniformity ..............................................18
The Fifth Circuit’s Preemption Holding
Discards This Court’s Tseng Framework
as Obsolete and Relies on an Incorrect
Reading of the Provision at Issue ..................19
A.
The Panel Rejected This Court’s
Tseng Framework, Further
Confusing the Existing
Disagreement Among the Courts. .........19
B.
American Airlines’ Advance
Payment Provision Does Not Stem
From the Montreal Convention .............21
C.
Under the Fifth Circuit’s Decision
Below, Consumers Have No
Recourse for Contractual
Nonperformance .....................................22
III. The Fifth Circuit Decision Below Is
Wrong ..............................................................23
IV. This Case Is an Ideal Vehicle.........................25
CONCLUSION ..........................................................27
vi
TABLE OF APPENDICES
Page
APPENDIX A – OPINION OF THE UNITED
STATES COURT OF APPEALS FOR THE
FIFTH CIRCUIT, FILED MAY 14, 2026 ..............1a
APPENDIX B – OPINION AND ORDER OF
THE UNITED STATES DISTRICT COURT
FOR THE NORTHERN DISTRICT OF
TEXAS, FORT WORTH DIVISION, FILED
MAY 8, 2025 .........................................................21a
vii
TABLE OF AUTHORITIES
Cases
Page(s)
Air France v. Saks,
470 U.S. 392 (1985) ................ 1, 6, 12, 14, 23, 24, 25
Badar v. Swissport USA, Inc.,
53 F.4th 739 (2d Cir. 2022) ................................... 20
Blansett v. Continental Airlines, Inc.,
379 F.3d 177
(5th Cir. 2004) ...................... 2, 13, 16, 17, 18, 23, 24
Caman v. Cont’l Airlines, Inc.,
455 F.3d 1087 (9th Cir. 2006) ............................... 16
Campbell v. Air Jamaica Ltd.,
760 F.3d 1165 (11th Cir. 2014) ............................. 14
Cohen v. American Airlines, Inc.,
13 F.4th 240 (2d Cir. 2021) ............................... 7, 20
Eastern Airlines, Inc. v. Floyd,
499 U.S. 530 (1991) ......................................... 18, 25
El Al Israel Airlines, Ltd. v.
Tsui Yuan Tseng,
525 U.S. 155 (1999) ........ 2, 11, 18, 19, 20, 21, 25, 26
Fishman by Fishman v. Delta Air Lines, Inc.,
132 F.3d 138 (2d Cir. 1998) ...................... 15, 16, 24
In re Nigeria Charter Flights Contract Litig.,
520 F. Supp. 2d 447 (E.D.N.Y. 2007) ................... 20
Krys v. Lufthansa German Airlines,
119 F.3d 1515 (11th Cir. 1997) ....................... 14, 23
McCaskey v. Continental Airlines, Inc.,
159 F. Supp. 2d 562 (S.D. Tex. 2001) ................... 18
viii
Moore v. British Airways PLC,
32 F.4th 110 (1st Cir. 2022) ...................2, 15, 16, 17
Mullaney v. Delta Air Lines, Inc.,
No. 08 Civ. 7324,
2009 WL 1584899 (S.D.N.Y. June 3, 2009) .......... 20
Olympic Airways v. Husain,
540 U.S. 644 (2004) .... 1, 6, 12, 13, 16, 17, 18, 23, 25
Prescod v. AMR, Inc.,
383 F.3d 861 (9th Cir. 2004) ................................. 16
Safa v. Deutsche Lufthansa Aktiengesellschaft, Inc.,
621 F. App’x 82 (2d Cir. 2015) .............................. 24
Tavantzis v. American Airlines, Inc.,
No. 23-cv-05607,
2024 WL 5446322 (N.D. Cal. July 19, 2024) ........ 21
Watts v. American Airlines, Inc.,
No. 1:07-cv-0434,
2007 WL 3019344 (S.D. Ind. Oct. 10, 2007) ......... 17
Weiss v. El Al Israel Airlines, Ltd.,
433 F. Supp. 2d 361 (S.D.N.Y. 2006) .................... 20
Wolgel v. Mexicana Airlines,
821 F.2d 442 (7th Cir. 1987) ................................. 20
Yahya v. Yemenia-Yemen Airways,
No. 08-14789,
2009 WL 3424192 (E.D. Mich. Oct. 20, 2009) ...... 18
ix
Statutes and Other Authorities
28 U.S.C. § 1254(1)..................................................... 3
Ashley Tang, Comment, Surprises in the Skies:
Resolving the Circuit Split on How Courts
Should Determine Whether an “Accident” Is
“Unexpected or Unusual” Under the Montreal
Convention, 98 WASH. L. REV. 1449 (2023) .......... 17
Alexa West, Note, Defining “Accidents” in the
Air, 85 FORDHAM L. REV. 1465 (2016) ................... 17
Convention for the Unification of Certain Rules
for International Carriage by Air, May 28,
1999, S. Treaty Doc. No. 106-45,
2242 U.N.T.S. 309 ................................................ 3, 4
1
PETITION FOR A WRIT OF CERTIORARI
Petitioner Melissa Suzette Arzu respectfully
petitions for a writ of certiorari to review the
judgment of the United States Court of Appeals for
the Fifth Circuit.
INTRODUCTION
Fourteen-year-old Kevin Greenidge died of
cardiac arrest on board American Airlines Flight 614,
an international flight from Honduras to Miami.
While American’s own procedures and broader
industry standards require the cabin crew to
“immediately” notify the flight deck of any passenger
medical emergency, the flight crew on Kevin’s flight
failed to alert the flight deck to his emergency until
after a “significant time” had passed. R. 2759.
The Montreal Convention holds carriers
strictly liable, up to a fixed threshold, for a
passenger’s death or bodily injury caused by an
“accident” on an international flight. For forty years,
this Court’s decisions in Air France v. Saks and
Olympic Airways v. Husain have supplied the
governing definition: an accident is “an unexpected or
unusual event or happening that is external to the
passenger,” and that definition “should be flexibly
applied after assessment of all the circumstances.”
Husain, 540 U.S. at 651 (quoting Saks, 470 U.S. at
405). The courts of appeals have since sharply divided
over what the definition of accident entails when a
flight crew responds—or fails to respond—to a
passenger’s inflight medical emergency.
In the decision below, the Fifth Circuit staked
out the most restrictive position in the country.
2
Expanding on the court’s prior reasoning in Blansett
v. Continental Airlines, Inc., 379 F.3d 177 (5th Cir.
2004), the panel below held that a carrier crew’s
response to an inflight medical emergency cannot be
an Article 17 accident unless the passenger proves
both “unusual circumstances” and the crew’s “willing
inaction”—a subjective-intent element found nowhere
in the treaty’s text or this Court’s jurisprudence. App.
9a. The Fifth Circuit also held that the crew’s
departures from the carrier’s own emergency
procedures are “not relevant at all.” Id. In the First,
Second, Ninth, and Eleventh Circuits, by contrast, the
accident inquiry is objective. Those courts ask
whether the events surrounding the passenger injury
were unexpected or unusual, without regard to the
crew’s state of mind. The First Circuit previously
identified the Fifth Circuit’s approach as an “outlier”
and explicitly “reject[ed] its reasoning.” Moore v.
British Airways PLC, 32 F.4th 110, 119 n.7 (1st Cir.
2022) (disavowing Blansett reasoning). In other
words, the same record that ended this case as a
matter of law in the Fifth Circuit would have reached
a jury elsewhere.
The panel’s second holding compounds the
conflict. Declaring this Court’s framework in El Al
Israel Airlines, Ltd. v. Tsui Yuan Tseng, 525 U.S. 155
(1999) “obsolete,” the panel held that Article 29 of
the Convention “expressly preempts” a passenger’s
breach of contract claim to enforce the advance
payment provision in American’s own Department
of Transportation-approved conditions of carriage.
App. 18a–19a. But courts on the other side of the
disagreement hold that the Convention does not
reach claims to enforce obligations a carrier
3
voluntarily assumed. Under the decision below, no
passenger in the Fifth Circuit can enforce a promise
that nearly every major carrier incorporates into
every international itinerary.
Both questions are recurring and important.
Inflight medical emergencies number in the tens of
thousands each year, and the Convention exists to
secure a uniform liability regime for international air
carriage. Yet this Court has never construed the
Montreal Convention, and the operative rules now
change at circuit boundaries, hinging a family’s
ability to recover for an inflight death on where the
carrier can be sued.
The petition should be granted.
OPINIONS BELOW
The opinion of the court of appeals (App. 1a) is
reported at 176 F.4th 343. The district court’s order
granting summary judgment (App. 21a) is reported at
782 F. Supp. 3d 361.
JURISDICTION
The judgment of the court of appeals was
entered on May 14, 2026. This Court has jurisdiction
under 28 U.S.C. § 1254(1).
TREATY PROVISIONS INVOLVED
The preamble of the Convention for the
Unification of Certain Rules for International
Carriage by Air, May 28, 1999, S. Treaty Doc. No. 10645, 2242 U.N.T.S. 309 (hereinafter the “Montreal
Convention”) recognizes in relevant part: “the
importance of ensuring protection of the interests of
consumers in international carriage by air and the
4
need for equitable compensation based on the
principle of restitution[.]”
Article 17(1) of the Montreal Convention
provides: “The carrier 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.”
Article 21(1) provides: “For damages arising
under paragraph 1 of Article 17 not exceeding 100 000
Special Drawing Rights for each passenger, the
carrier shall not be able to exclude or limit its
liability.”
Article 25 provides: “A carrier may stipulate
that the contract of carriage shall be subject to
higher limits of liability than those provided for
in this Convention or to no limits of liability
whatsoever.”
Article 27 provides: “Nothing contained in this
Convention shall prevent the carrier from refusing to
enter into any contract of carriage, from waiving any
defences available under the Convention, or from
laying down conditions which do not conflict with the
provisions of this Convention.”
Article 28 provides: “In the case of aircraft
accidents resulting in death or injury of passengers,
the carrier shall, if required by its national law, make
advance payments without delay to a natural person
or persons who are entitled to claim compensation in
order to meet the immediate economic needs of such
persons. Such advance payments shall not constitute
5
a recognition of liability and may be offset against any
amounts subsequently paid as damages by the
carrier.”
Article 29 provides in relevant part: “In the
carriage of passengers, baggage and cargo, any action
for damages, however founded, whether under this
Convention or in contract or in tort or otherwise, can
only be brought subject to the conditions and such
limits of liability as are set out in this Convention
without prejudice to the question as to who are the
persons who have the right to bring suit and what are
their respective rights.”
Article 33 provides in relevant part: “An action
for damages must be brought . . . in the territory of
one of the States Parties, either before the court of the
domicile of the carrier or of its principal place of
business, or where it has a place of business through
which the contract has been made or before the court
at the place of destination.”
STATEMENT OF THE CASE
A. The
Montreal
Liability Regime.
Convention’s
Uniform
The Montreal Convention superseded and
modernized its predecessor, the Warsaw Convention,
which had governed international air carriage for
seventy years. The United States ratified the
Montreal Convention in 2003. Honduras is also a
signatory state. The Montreal Convention’s
preamble recognizes “the importance of ensuring
protection of the interests of consumers in
international carriage by air,” and its object is a
6
harmonized set of liability rules for international
carriage.
The Montreal Convention strikes a deliberate
bargain. Article 17 imposes liability on a carrier for a
passenger’s death or bodily injury “caused by an
accident” on board or in embarking or disembarking
from the aircraft. Under Article 21, the carrier “shall
not be able to exclude or limit its liability” up to a
certain monetary threshold measured in Special
Drawing Rights. The carrier may only present
defenses against damages above the strict liability
threshold. In exchange, Article 29 channels “any
action for damages,” however founded, through the
Convention’s “conditions and . . . limits of liability.”
This Court first examined the language of
Article 17 of the Warsaw Convention in Air France v.
Saks, establishing that an “accident” is “an
unexpected or unusual event or happening that is
external to the passenger,” and the definition “should
be flexibly applied after assessment of all the
circumstances surrounding a passenger’s injuries.”
470 U.S. at 405. In Olympic Airways v. Husain, the
Court affirmed Article 17 liability premised on a flight
attendant’s refusal to move an asthmatic passenger
away from the aircraft’s smoking section and rejected
the argument that crew inaction cannot be an
“accident,” explaining that “[t]he distinction between
action and inaction . . . would perhaps be relevant
were this a tort law negligence case,” but that the
Convention’s accident inquiry turns on the
unexpected or unusual nature of the event. 540 U.S.
at 654–55. While Husain and Saks examined Article
17 of the Warsaw Convention, the accident definition
articulated in these cases is uniformly applied to the
7
materially identical language of Article 17 of the
Montreal Convention. See Cohen v. American
Airlines, Inc., 13 F.4th 240, 245 (2d Cir. 2021)
(recognizing courts’ practice of analyzing Montreal
Convention “in accordance with case law arising from
substantively similar provisions of its predecessor,
the Warsaw Convention”).
B. Kevin’s Death On Flight 614.
Petitioner Melissa Arzu brought this action
under Article 17 of the Montreal Convention for the
wrongful death of her fourteen-year-old son, Kevin
Greenidge, on American Airlines Flight 614.
Petitioner also brought a breach of contract claim
based on American’s failure to tender payment to
Petitioner under the deceased passenger payment
provision of Tariff No. AA-1.
On June 4, 2022, Kevin Greenidge boarded
American Airlines Flight 614 from Ramón Villeda
Morales International Airport in Honduras to Miami
International Airport in Florida. Kevin was traveling
with several family members including his aunt,
Anna Arzu, and his uncle, Leonard Arzu. Although
Kevin had certain preexisting conditions such as
asthma, diabetes, sleep apnea, and obesity,
“American Airlines assessed Kevin Greenidge as fit to
travel without any special restrictions on AA614.” R.
2031.
During the flight, Kevin became distressed,
asked for his inhaler, clutched his chest, and lost
consciousness. R. 1683. Anna and Leonard called out
for help. After several minutes, a flight attendant
approached Kevin’s seat near the rear of the plane but
halted “like a deer in headlights” and ran away in the
8
opposite direction. A second flight attendant arrived
and called a “Code Red” to the other flight attendants,
signaling the occurrence of a medical emergency on
board. R. 1689, 1694. None of the Flight 614 flight
attendants alerted the flight deck to the “Code Red”
emergency.
The flight attendants requested assistance
from medically trained passengers. R. 1708. After
several minutes, a registered nurse, Karenna
Thatcher, and a general surgeon, Dr. Rachael
Amador, responded to the scene. Dr. Amador
described the emergency response scene as chaotic,
with “nothing [] really being done.” R. 1725. Dr.
Amador directed the flight attendants and other
passengers to assist her in moving Kevin from his seat
to the ground in the aft galley. R. 1709. Once Kevin
was on the ground, Dr. Amador and Nurse Thatcher
began CPR and the flight attendants retrieved the
onboard automated external defibrillator (“AED”)
machine. R. 1708–09, 1724.
After the AED pads were placed on Kevin and
the AED machine was turned on and analyzing his
heart rhythm, one of the flight attendants left the aft
galley to alert the flight deck to Kevin’s medical
emergency. It is undisputed that at this point in the
flight, “the pilots didn’t know what was going on.” R.
2757. It is also undisputed that the cabin crew on
American Airlines Flight 614 did not notify the
captain of Kevin’s medical emergency until a
“significant time” had passed from the initial “Code
Red” announcement. R. 2759. Industry standards and
American Airlines’ own policies require the cabin
crew to immediately notify the flight deck of
passenger medical emergencies. When asked whether
9
he should have been notified immediately by the
flight attendants of Kevin’s “Code Red” emergency,
the captain of American Airlines Flight 614 testified
“no comment.” R. 3292.
American Airlines Flight 614 was belatedly
diverted to Cancún, Mexico, where Kevin was
pronounced dead.
Kevin Greenidge’s itinerary was subject to
American Airlines Tariff No. AA-1, which states that
American Airlines “shall make an advance payment”
up to 113,100 Special Drawing Rights in cases of
bodily injury or death of a passenger and that “[i]n the
event of death of a passenger, the amount of the
advance payment shall not be less than 16,000 special
drawing rights, which shall be paid to a
representative of the passenger’s next of kin eligible
to receive such advance payment as determined by
[American Airlines] in its sole discretion.” R. 119.
Tariff No. AA-1 was approved by the United
States Department of Transportation in an Order
approving the Air Transport Association of America’s
(“ATA”) Application for Approval of Agreement,
Antitrust Immunity, and for Other Relief. American
Airlines, through its representative ATA, brought
this application to the Department of Transportation
and represented that it would “make mandatory
advance payments of not less than 16,000 SDRs in the
case of the death of a passenger.” R. 1629. American
Airlines further represented that “[a]lthough the
amount advanced for both injured and deceased
passengers is determined by the carrier in its sole
discretion, this paragraph provides a floor for
10
determining advance payments in the case of a
passenger’s death.” Id.
In its Order approving the agreement and
granting antitrust immunity for signatory carriers
(including American Airlines), the Department of
Transportation relied upon the mandatory nature of
the advance payment regime, emphasizing that “ATA
states that its advance payment provisions go as far as
practically possible at this time” and “make mandatory
an advance payment of not less than 16,000 SDRs in
the event of the death” of a passenger. R. 1662; see also
R. 1676 (certifying American Airlines’ “adherence” to
the agreement and “compliance with the regulations of
the Department in this area”).
Following Kevin’s death on American Airlines
Flight 614, American Airlines refused to tender the
mandatory payment to Petitioner Arzu. In the district
court, American Airlines took the position that the
advance payment is always in “the airline’s sole
discretion” and that there is no floor of 16,000 SDR in
the event of passenger death. R. 1460.
C. The Proceedings Below.
The district court granted summary judgment
to American across the board. App. 38a. The Fifth
Circuit affirmed1 in principal part. App. 20a.
On the Article 17 claim, the panel held that “a
deviation from internal policy is not relevant” when
determining whether an event is unexpected or
1 The Fifth Circuit opinion incorrectly identifies Petitioner as
Kevin’s aunt. App. 2a. Petitioner is Kevin’s mother, who brought
this suit individually and as the representative of her son’s
estate.
11
unusual. App. 2a; see also App. 9a (“Indeed, a crew’s
deviations from airline policy are not relevant at all.”).
The panel created a two-element rule for medical
emergency cases, proclaiming that “crew inaction is
an accident only when: (1) unusual circumstances
elevate it to an unexpected and unusual event, and (2)
the inaction is willing.” App. 9a. Because “no evidence
shows that the crew willingly denied appropriate
medical care, for example, by specifically refusing a
request for aid,” the court affirmed as a matter of law,
despite acknowledging that the crew’s response was,
on Petitioner’s evidence, “arguably imperfect” and at
points “chaotic.” App. 10a–12a.
On the contract claim, the parties briefed
preemption under this Court’s decision in Tseng. The
panel held that “the substantive scope test is now
obsolete” and that the Convention “expressly
preempts” Petitioner’s claim to enforce the advance
payment provision of American’s Department of
Transportation-approved conditions of carriage. App.
18a.
The Fifth Circuit also reversed in part, holding
that a genuine dispute of material fact exists as to
whether the onboard AED machine malfunctioned—
which could constitute an Article 17 accident—and
remanded to the district court.2 App. 16a.
2 Petitioner does not seek review of the court of appeals’ ruling
on the AED-malfunction theory, which is not presented by this
petition.
12
REASONS FOR GRANTING THE PETITION
I. The Circuits Are Squarely Divided Over the
Definition of Article 17 Accident When
Analyzing a Carrier Crew’s Response to a
Passenger’s Inflight Medical Emergency.
In the decades since the United States ratified
the Montreal Convention, courts have struggled to
articulate what constitutes an “accident” under
Article 17, particularly in the context of a passenger
medical emergency. This Court defined the term
under the Convention’s predecessor. In Saks, the
Court held that an accident is an “unexpected or
unusual event or happening that is external to the
passenger,” and that “[t]his definition should be
flexibly applied after assessment of all the
circumstances surrounding a passenger’s injuries.”
Saks, 470 U.S. at 405. In Husain, the Court
reaffirmed that flexible definition in affirming
liability where a crew member’s refusal to reseat an
asthmatic passenger was, as the lower courts had
found, an unexpected or unusual event causally
linked to the passenger’s death. Husain, 540 U.S. at
646, 653–57.
This Court has never addressed the definition
of accident under the successor Montreal Convention,
and lower courts have split over what a plaintiff must
show to prove accident. The sharpest divide among
courts is whether a crew’s response to a medical
emergency must reflect the crew’s “willing inaction.”
The circuits now occupy three camps. The First and
Eleventh Circuits apply a purely objective inquiry;
the Second and Ninth Circuits likewise reject any
13
intent element; and the Fifth Circuit alone requires
proof of the crew’s subjective willingness.
A. The Fifth Circuit Alone Requires Proof of
the Crew’s Subjective “Willing Inaction.”
In a sharp departure from other courts, the
decision below requires a showing of “willing inaction”
to establish an accident in the context of a passenger
medical emergency. The panel held that “crew
inaction is an accident only when: (1) unusual
circumstances elevate it to an unexpected and
unusual event, and (2) the inaction is willing.” App.
9a (first citing Blansett, 379 F.3d at 181; then citing
Husain, 540 U.S. at 651–57).
“In Blansett, we read Husain to restrict Article
17 claims based on inaction to claims of willing
inaction.” App. 11a. “Here though, no evidence shows
that the crew willingly denied appropriate medical
care, for example, by specifically refusing a request
for aid. Without willing inaction, Arzu’s claims based
on the crew’s response cannot succeed.” Id. Thus,
“absent unusual circumstances and willing inaction,
an ineffective response to a medical emergency is not
an Article 17 accident.” App. 7a. A Montreal
Convention plaintiff in the Fifth Circuit must now
demonstrate not only an unexpected or unusual
event, as this Court’s definition requires, but also the
crew’s subjective willingness.
The panel tacked on a second outlier rule by
further holding that “a crew’s deviations from airline
policy are not relevant at all” to the accident inquiry.
App. 9a. In the Fifth Circuit, then, a jury may never
learn that the carrier’s own manual required the crew
to do precisely what it failed to do. The Fifth Circuit
14
now requires a monumental hurdle for Montreal
Convention plaintiffs to prove that a crew’s response
to an inflight emergency constitutes an accident.
B. The Eleventh Circuit Applies a Purely
Factual Analysis, Irrespective of Any
“Willing Inaction.”
By contrast, the Eleventh Circuit prescribes a
purely factual analysis, devoid of any inquiry into the
carrier’s intent. Following Saks, it holds “that the
proper approach is indeed to look at a purely factual
description of the events that allegedly caused the
aggravation injury suffered by the plaintiff.” Krys v.
Lufthansa German Airlines, 119 F.3d 1515, 1521
(11th Cir. 1997). Looking to the factual events rather
than crew fault “is in accord with the design of the
Warsaw Convention, which provides carriers a ‘due
care’ defense”: “[h]aving provided for a defense
turning on the absence of negligence, we think it is
unlikely that the drafters intended that the initial
‘accident’ inquiry be resolved by reference to
negligence.” Id. at 1521–22.
The Eleventh Circuit has reaffirmed that
purely fact-based inquiry under the Montreal
Convention. “The fact that a series of events is alleged
to have been caused by ‘crew negligence’ does not
affect whether or not the event itself, as experienced
by the passenger, was unexpected.” Campbell v. Air
Jamaica Ltd., 760 F.3d 1165, 1172 (11th Cir. 2014).
Krys and Campbell make clear that accident turns on
what is unexpected or unusual, regardless of any
“willing inaction.”
15
C. The First, Second, and Ninth Circuits
Likewise Do Not Require “Willing
Inaction.”
Although the First, Second, and Ninth Circuits
vary somewhat in their articulations of accident,
these courts likewise do not require a showing of
“willing inaction” on the part of the carrier.
The First Circuit fixes the inquiry on the
perspective of a reasonable passenger. “[A]n event is
unexpected when a reasonable passenger with
ordinary experience in commercial air travel,
standing in the plaintiff’s shoes, would not expect that
event to happen.” Moore, 32 F.4th at 120–21. Whether
a crew member displayed “willing inaction” is
irrelevant, because “fixing the inquiry on the
passenger’s objectively reasonable expectations is
consistent with the specific purpose of holding
carriers liable (to a point) for injuries caused by
accidents, whether or not they acted negligently.” Id.
at 120. “[T]he plain meaning of the word ‘accident’ in
Article 17(1) of the Montreal Convention suggests a
focus on the perspective of the passenger, not the
airline.” Id. at 117.
The Second Circuit asks whether the injury
arose “from some inappropriate or unintended
happenstance in the operation of the aircraft or
airline.” Fishman by Fishman v. Delta Air Lines, Inc.,
132 F.3d 138, 143 (2d Cir. 1998). “[A]n injury
resulting from routine procedures in the operation of
an aircraft or airline can be an ‘accident’ if those
procedures or operations are carried out in an
unreasonable manner.” Id. In Fishman, a routine
16
measure—a hot compress for ear pain—became an
Article 17 accident because it “was carried out in a
way (using excessive, scalding water) that was not
expected, usual, normal, or routine.” Id. The inquiry
is objective; the crew’s intent plays no role.
The Ninth Circuit distinguishes acts of
“omission” from acts of “commission,” holding that a
carrier’s failure to warn of a risk of deep vein
thrombosis when flying was “an act of omission
(inaction that idly allows an unfolding series of events
to reach their natural conclusion) as opposed to an act
of commission (inaction that produces an effect, result
or consequence) as in Husain’s rejection of a direct
plea for help.” Caman v. Cont’l Airlines, Inc., 455 F.3d
1087, 1092 (9th Cir. 2006). The Ninth Circuit’s
inquiry turns on the nature of the event, not the
intent behind it. See also Prescod v. AMR, Inc., 383
F.3d 861, 866–68 (9th Cir. 2004) (considering airline
personnel’s seizure of ailing passenger’s carry-on bag
containing breathing device and medication an
Article 17 accident). Despite minor differences in
their articulations, the First, Second, Ninth, and
Eleventh Circuits agree on the crucial point that the
carrier’s state of mind is irrelevant to the accident
inquiry.
D. The
Conflict
Between
Courts
Is
Acknowledged,
Entrenched,
and
Outcome-Determinative.
The courts themselves have acknowledged the
conflict. In Moore, the First Circuit singled out the
Fifth Circuit’s foundational decision. “One outlier
may be Blansett . . . To the extent — if at all — that
Blansett spurns a passenger-focused perspective as to
17
whether an event is unexpected, we reject its
reasoning.” Moore, 32 F.4th at 119 n.7. Commentators
agree. See Ashley Tang, Comment, Surprises in the
Skies: Resolving the Circuit Split on How Courts
Should Determine Whether an “Accident” Is
“Unexpected or Unusual” Under the Montreal
Convention, 98 WASH. L. REV. 1449, 1449 (2023)
(explaining that “courts are now split on which
methods they should adopt to determine whether an
event constitutes an Article 17 ‘accident’”); Alexa
West, Note, Defining “Accidents” in the Air, 85
FORDHAM L. REV. 1465, 1476 (2016) (noting courts’
interpretations have “creat[ed] inconsistent and
heavily fact-based precedent”).
The conflict is entrenched. The Fifth Circuit
first read Husain to require “willing inaction” in its
2004 Blansett decision; the panel below concocted a
two-element rule that forecloses relief as a matter of
law. On the other side of the widening split, the First
Circuit adopted its objective standard in 2022 after
canvassing the competing case law and expressly
rejected Blansett’s reasoning, while the Eleventh
Circuit has adhered to its purely factual approach for
nearly three decades. Each camp has considered and
rejected the other’s position. Further percolation will
only deepen, not resolve, the division.
The conflict decides cases. In circuits without a
“willing
inaction”
requirement,
materially
indistinguishable claims involving ineffective crew
response, failure to divert, or deviation from
procedures have been recognized as viable claims that
can constitute Article 17 accidents. See, e.g., Watts v.
American Airlines, Inc., No. 1:07-cv-0434, 2007 WL
3019344 (S.D. Ind. Oct. 10, 2007) (considering crew’s
18
failure to recognize and respond to fatal heart attack
as potential accident); Yahya v. Yemenia-Yemen
Airways, No. 08-14789, 2009 WL 3424192 (E.D. Mich.
Oct. 20, 2009) (allowing amendment of complaint to
allege crew’s refusal to divert despite pleas for medical
attention as an Article 17 accident). Indeed, before
Blansett and Arzu, a district court in the Fifth Circuit
itself allowed such a claim to proceed. McCaskey v.
Continental Airlines, Inc., 159 F. Supp. 2d 562, 572–74
(S.D. Tex. 2001); see also Husain, 540 U.S. at 656
(examining hypothetical presented in McCaskey).
The disparity also
carries
structural
consequences. Article 33 of the Convention channels
many actions to the carrier’s domicile or principal
place of business—for American Airlines, the Fifth
Circuit. The most restrictive accident standard in the
country now governs claims against a major carrier in
its own forum. A family’s recovery for a loved one’s
death on an international flight now turns on the
happenstance of the carrier’s corporate headquarters.
E. Only This Court Can Restore Uniformity.
“The cardinal purpose of the Warsaw
Convention, we have observed, is to ‘achiev[e]
uniformity of rules governing claims arising from
international air transportation.’” Tseng, 525 U.S. at
169 (quoting Eastern Airlines, Inc. v. Floyd, 499 U.S.
530, 552 (1991)).
The Montreal Convention was adopted to
further the “harmonization” of the applicable rules
and to “ensur[e] protection of the interests of
consumers in international carriage by air.” But the
current jurisprudential landscape is neither uniform
nor harmonious.
19
Without this Court’s guidance, the lower courts
will continue to produce inconsistent, unpredictable
outcomes. Today, the ability of a plaintiff to seek
recourse for passenger injury or death depends on the
forum, as litigants face materially different
definitions of accident in different courts. A set of
facts sufficient to reach a jury in one circuit is
inadequate even to survive summary judgment in
another. Only this Court can restore the uniformity
the treaty promises.
II. The Fifth Circuit’s Preemption Holding
Discards This Court’s Tseng Framework as
Obsolete and Relies on an Incorrect Reading
of the Provision at Issue.
By holding that the Montreal Convention
preempts nonperformance contract claims, the Fifth
Circuit rendered American Airlines’ advance
payment provision meaningless. The consequences
are far-reaching. The millions of consumers traveling
internationally on American Airlines, and on the
many other major carriers whose conditions of
carriage contain the same provision, are now left
without any ability to address nonperformance of the
advance payment provision.
A. The Panel Rejected This Court’s Tseng
Framework, Further Confusing the
Existing Disagreement Among the Courts.
The Fifth Circuit panel below fashioned an
entirely new framework to consider preemption under
the Montreal Convention. The parties briefed
preemption under this Court’s decision in Tseng, which
asks whether a claim falls within the Convention’s
“substantive scope.” El Al Israel Airlines, Ltd. v. Tsui
20
Yuan Tseng, 525 U.S. 155, 172 (1999). The panel swept
that framework aside: “the substantive scope test is
now obsolete,” it held, because Article 29 “expressly
preempts” any action for damages in contract within
the Montreal Convention’s ambit. App. 15a. In doing
so, the Fifth Circuit rendered this Court’s governing
framework defunct. This alone warrants this Court’s
review. Other circuits, meanwhile, continue to apply
this Court’s framework. The Montreal Convention’s
“provisions may be analyzed in accordance with case
law arising from substantively similar provisions of its
predecessor, the Warsaw Convention.” Cohen, 13 F.4th
at 245.
The Fifth Circuit entered the fray of an existing
conflict among courts. The Seventh Circuit has long
held that claims for a carrier’s total nonperformance
of its contract of carriage fall outside the Convention.
Wolgel v. Mexicana Airlines, 821 F.2d 442 (7th Cir.
1987). The Second Circuit agrees, holding that the
Convention “does not . . . limit or preempt claims for
total non-performance of a contract of carriage.”
Badar v. Swissport USA, Inc., 53 F.4th 739, 744 (2d
Cir. 2022). District courts in the Second Circuit have
followed suit under the Montreal Convention. See In
re Nigeria Charter Flights Contract Litig., 520 F.
Supp. 2d 447, 453–56 (E.D.N.Y. 2007) (finding
contract claims for refusal to transport not
preempted); Weiss v. El Al Israel Airlines, Ltd., 433 F.
Supp. 2d 361, 369 (S.D.N.Y. 2006) (determining
denial of boarding was not preempted); Mullaney v.
Delta Air Lines, Inc., No. 08 Civ. 7324, 2009 WL
1584899, at *2 (S.D.N.Y. June 3, 2009) (“Claims for
non-performance are not preempted under Article 19
of the [Montreal] Convention.”). Other courts
21
disagree—indeed, the very advance payment
provision at issue here is currently being litigated
against American elsewhere, and a district court in
the Northern District of California recently held such
a claim preempted. See Tavantzis v. American
Airlines, Inc., No. 23-cv-05607, 2024 WL 5446322
(N.D. Cal. July 19, 2024). Whether Tseng’s framework
survives the Montreal Convention, and whether
claims to enforce a carrier’s voluntarily assumed
obligations survive Article 29, now depends on the
forum, and the decision below is the first published
circuit court decision extinguishing enforcement of
the industry-wide advance payment provision.
B. American Airlines’ Advance Payment
Provision Does Not Stem From the
Montreal Convention.
The panel held that the “allegedly breached
terms” of American’s Tariff “are materially identical
to Article 28,” and that because “American’s
continued antitrust immunity is contingent on
Department of Transportation (DOT) approval of the
Conditions, an advance payment was ‘required by its
national law.’” App. 19a. “As a result, any claim based
on their breach falls under Article 29,” and may be
brought only under the Convention’s “conditions and
… limits of liability.” Id.
That reasoning rests on a false premise. The
breached terms are not “identical” to Article 28.
American’s conditions of carriage provide that “[i]n
the event of death of a passenger, the amount of the
advance payment shall not be less than 16,000 special
drawing rights.” R. 119. Article 28, by contrast,
obliges advance payments only “if required by [the
22
carrier’s] national law.” A promise that exceeds the
treaty’s requirements certainly is not “materially
identical” to them. And the Montreal Convention
elsewhere preserves precisely this freedom of
contract. Article 27 permits carriers to “lay[] down
conditions which do not conflict with” the Convention,
and Article 25 permits carriers to assume obligations
greater than the Convention imposes. The mandatory
advance payment floor originates in the tariff
American presented to the Department of
Transportation—not in the Montreal Convention—
and a claim to enforce it is not preempted, expressly
or impliedly.
C. Under the Fifth Circuit’s Decision Below,
Consumers Have No Recourse for
Contractual Nonperformance.
American is not the only carrier that benefits
from the loophole created below. Nearly all major
domestic carriers include the same advance payment
provision in their international conditions of carriage.
With no ability for passengers to assert breach of
contract claims for nonperformance, carriers have no
incentive to make any advance payment, ever. Under
the decision below, no passenger is entitled to an
advance payment under a carrier’s international
conditions of carriage, even though American and
nearly all other domestic carriers represented to the
Department of Transportation, in exchange for
antitrust immunity, that such payments would be
“mandatory.” R. 1629. Preemption renders the
provision meaningless and works only to harm the
consumers it was written to protect.
23
III. The Fifth Circuit Decision Below Is Wrong.
Certiorari is warranted whatever the merits,
but the decision below is also incorrect. Article 17
conditions liability on an “accident”— “an unexpected
or unusual event or happening that is external to the
passenger.” Saks, 470 U.S. at 405. Nothing in that
definition, or in the treaty, asks whether the crew
subjectively willed its own inaction. Rather, the
Montreal Convention imposes strict liability up to a
threshold precisely so that recovery does not turn on
the carrier’s state of mind. The Eleventh Circuit made
the same structural point in Krys: having given
carriers a due-care defense, the drafters are unlikely
to have intended the threshold accident inquiry to
turn on the carrier’s culpability. Krys, 119 F.3d at
1521–22.
Husain forecloses the panel’s reading. There,
the airline argued that a flight attendant’s failure to
act could not be an “accident.” This Court disagreed
not because the flight attendant’s refusal was
“willing,” but because “[t]he distinction between
action and inaction . . . would perhaps be relevant
were this a tort law negligence case,” and the
Convention’s inquiry instead asks whether the event
was unexpected or unusual in all the circumstances.
Husain, 540 U.S. at 654–55. The Court added that
“the failure of an airline crew to take certain
necessary vital steps could quite naturally and, in
routine usage of the language, be an ‘event or
happening.’” Id. at 656 n.10. Husain does not hold
that inaction must be shown to be willing. Blansett
inferred that limit from Husain’s facts, and the
decision below has hardened the inference into a
required element. A gloss on a gloss has displaced the
24
Montreal Convention’s text and this Court’s
instruction that the definition “‘should be flexibly
applied.’” See id. at 651 (quoting Saks, 470 U.S. at
405).
The panel’s categorical rule that the carrier’s
own procedures are “not relevant at all” fares no
better. See App. 9a. Whether an event is “unexpected
or unusual” is necessarily measured against what is
usual, and the carrier’s own manuals, like industry
standards and federal regulations, are the most
natural evidence of “usual” operation. The Second
Circuit, for example, consistently recognizes this
principle. See Fishman by Fishman, 132 F.3d at 143
(emphasizing that routine treatment “carried out in
an unreasonable manner” can constitute accident);
Safa v. Deutsche Lufthansa Aktiengesellschaft, Inc.,
621 F. App’x 82, 83 (2d Cir. 2015) (noting district
court recognized “that an airline’s deviation from
expected policies and procedures can constitute an
‘accident’ under the Montreal Convention”). A
carrier’s internal policies and procedures are an
appropriate, important metric for understanding
what is expected and usual in air travel, and the Fifth
Circuit erred in disavowing their relevance.
The Fifth Circuit’s preemption holding inverts
the Montreal Convention. Article 29 of the
Convention subjects actions “for damages” to the
Convention’s “conditions and . . . limits.” It does not
erase obligations that a carrier voluntarily assumes
in its contract of carriage. What is more, Article 27
expressly preserves the carrier’s freedom to “lay[]
down conditions which do not conflict with” the
Convention, and Article 25 permits carriers to accept
obligations greater than the Convention imposes.
25
American’s advance payment provision does exactly
this by exceeding the bounds of the Montreal
Convention. Enforcing the provision does not conflict
with the Convention, and extinguishing the provision
entirely serves only to ignore the Convention’s
purpose of protecting consumers while rewarding a
carrier for flouting a mandatory contract provision.
IV. This Case Is an Ideal Vehicle.
This Court has never considered the Montreal
Convention. The treaty entered into force for the
United States more than two decades ago, yet every
decision of this Court in the field—Saks, Floyd, Tseng,
Husain—interpreted its predecessor, the Warsaw
Convention. While the Court’s interpretations of the
predecessor Warsaw Convention are widely applied,
the lower courts have since veered away from the
flexible application of accident mandated by Saks and
Husain, tacking on additional burdens and caveats
that plaintiffs must prove to establish accident. This
case offers the Court its first opportunity to construe
the treaty that now governs every consumer who
engages in international travel in the United States.
The proceedings below were dispositive and
concerned pure questions of law. The Fifth Circuit
rejected the crew-response theory as a matter of law
under its novel “willing inaction” rule, and it disposed
of the contract claim solely on preemption grounds.
Neither holding rests on a disputed fact. In affirming
the district court’s decision, the Fifth Circuit panel
accepted Petitioner’s version of events—an “arguably
imperfect,” “chaotic” response and a flight deck left
uninformed about a medical emergency for a
“significant” amount of time. App. 11a. The legal
26
questions were resolved on a complete summary
judgment record.
The facts present a recurring scenario in its
tidiest form: an undisputed inflight medical
emergency; undisputed deviations from the carrier’s
own procedures, including a flight deck not alerted to
a Code Red despite a requirement of immediate
notification; and testimony from disinterested
medical professionals who responded to the scene. If
the Fifth Circuit’s “willing inaction” rule controls this
record, it controls every case alleging an Article 17
accident due to a crew’s failure to properly respond to
a passenger’s inflight medical emergency.
Nor
are
there
antecedent
obstacles.
Jurisdiction is secure, the claims were timely, the
questions were the sole grounds of decision, and the
second question arises from the panel’s explicit
rejection of this Court’s framework in Tseng. A single
petition, arising from a single flight, presents both
conflicts cleanly.
This case also presents the Court with an
opportunity to promote the Montreal Convention’s
goal of uniform, harmonious liability for carriers in
international carriage. A liability rule that varies by
circuit defeats the Montreal Convention’s purpose
twice over: domestically, because identical claims fare
differently in different courts of appeals; and
internationally, because the United States cannot
speak with one voice to its treaty partners about how
its courts apply the Montreal Convention.
The preemption question affects millions of
consumers embarking on international travel. Nearly
all major domestic carriers’ international conditions
27
of carriage contain the same advance payment
provision. If the decision below stands, those
provisions are enforceable by no one. A representation
made to federal regulators in exchange for antitrust
immunity, and printed into every international
itinerary, can currently be broken without
consequence.
CONCLUSION
The petition for a writ of certiorari should be
granted.
Respectfully submitted,
DARREN P. NICHOLSON
Counsel of Record
HANNAH M. CROWE
ANNA KATHERINE BENEDICT
BURNS CHAREST LLP
901 Main Street, Suite 5800
Dallas, TX 75202
(469) 904-4550
dnicholson@burnscharest.com
Counsel for Petitioner
AUGUST 12, 2026
APPENDIX
i
TABLE OF APPENDICES
Page
APPENDIX A – OPINION OF THE UNITED
STATES COURT OF APPEALS FOR THE
FIFTH CIRCUIT, FILED MAY 14, 2026 . . . . . . . . 1a
APPENDIX B – OPINION AND ORDER OF
THE UNITED STATES DISTRICT COURT
FOR THE NORTHERN DISTRICT OF
TEXAS, FORT WORTH DIVISION, FILED
MAY 8, 2025 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21a
1a
APPENDIX A — Appendix
OPINIONAOF THE UNITED
STATES COURT OF APPEALS FOR THE
FIFTH CIRCUIT, FILED MAY 14, 2026
UNITED STATES COURT OF APPEALS
FOR THE FIFTH CIRCUIT
No. 25-10606
MELISSA SUZETTE ARZU, AS AN INDIVIDUAL
AND AS THE ADMINISTRATOR OF THE ESTATE
OF KEVIN GREENIDGE,
Plaintiff-Appellant,
v.
AMERICAN AIRLINES, INCORPORATED,
Defendant-Appellee.
OPINION
Filed May 14, 2026
Appeal from the United States District Court
for the Northern District of Texas
USDC No. 4:24-CV-433
Before Elrod, Chief Judge, and H igginbotham , and
Graves, Circuit Judges.
2a
Appendix A
James E. Graves, Jr., Circuit Judge:
At 14, Kevin Greenidge tragically died on an American
Airlines flight after his heart stopped. His aunt, Melissa
Arzu, sued to hold American liable under the Montreal
Convention, an international treaty that holds an airline
strictly liable for an injury caused by an “accident”—an
unexpected or unusual event external to the passenger—
on an international flight.
Arzu maintains that the f light crew’s arguably
imperfect medical response, which allegedly violated
American policy, was an accident under Article 17 of the
Convention. But a deviation from internal policy is not
relevant. Nor can an imperfect medical response alone
sustain Article 17 liability. So we AFFIRM summary
judgment on Arzu’s Article 17 and derivative loss of
consortium claims to the extent they rely on these theories.
But Arzu’s accident theory based on American’s
allegedly malfunctioning Automatic External Defibrillator
(AED) should proceed. Compliance with Federal Aviation
Administration (FAA) regulations informs whether an
event is unexpected or unusual. And the FAA required
American to equip Kevin’s flight with a functional AED.
Because a reasonable jury could find that the aircraft’s
AED malfunctioned, we REVERSE summary judgment
on Arzu’s Article 17 and derivative loss of consortium
claims to the extent they rely on her AED-malfunction
theory.
3a
Appendix A
I.
Background
A.
Despite efforts to resuscitate him, Kevin died
on an American Airlines flight.
In June 2022, Kevin Greenidge boarded an American
flight from Honduras to Florida with his family. Kevin
was in poor health. At 14, he weighed 319 pounds, and was
only 5’6” tall. He had asthma, high blood pressure, Type
II diabetes, and sleep apnea.
Forty-five minutes after takeoff, Kevin began
struggling to breathe and asked for his inhaler. The
inhaler did not help. Swiftly, he clutched his chest and lost
consciousness. His aunt and uncle cried for help.
Arguably, the initial response was chaotic. Kevin
lost consciousness during the drink service. This meant
that the drink carts obstructed the flight attendants’
paths toward Kevin. Attendant Judy Gilbert-Blanchard
responded first. Attendant De Fitzpatrick arrived
second, after clambering over a cart. They found Kevin
unresponsive. So Blanchard called a Code Red—a medical
emergency.
With difficulty, attendant Fitzpatrick and two
passengers extricated Kevin from his seat. At the same
time, attendant Brooke Anderson fetched an AED and a
medical kit. Cabin crew also sought medical help over the
intercom. Two medical professionals responded: a nurse,
Karenna Thatcher, and a surgical resident, Dr. Rachel
Amador.
4a
Appendix A
When Dr. Amador arrived, she saw “a lot of commotion
. . . [and] nothing was really being done.” She took charge.
She directed the flight attendants and nearby passengers
to move Kevin to the aft galley. It took at least three people
several minutes to carry him there. Once they arrived,
Dr. Amador and nurse Thatcher began Cardiopulmonary
Resuscitation (CPR) with attendant Fitzpatrick’s help.
Attendant Anderson soon arrived with the AED.
The parties dispute whether the AED malfunctioned.
Its pads initially had trouble sticking to Kevin. Once they
attached, the AED analyzed his heart rhythm. Because
Kevin was asystolic (no cardiac electric activity), it advised
continued CPR.1 After eight minutes, the AED detected
a shockable rhythm and advised a shock. Attendant
Fitzpatrick pressed the shock button. The AED’s internal
data recorded a shock. But four witnesses, including Dr.
Amador and nurse Thatcher, testified that Kevin received
no shock.
Only after retrieving the AED did attendant Anderson
alert the pilots. Although the pilots never contacted the
Physician on Call, 2 they diverted to Cancun immediately.
The flight landed seventeen minutes later. By then, Kevin
was dead.
1. An AED will defibrillate (shock) a patient only if they have
a “shockable rhythm.” Asystole does not respond to defibrillation.
So when a patient is asystolic, the AED will advise CPR to induce
a shockable rhythm. Only then will the machine advise a shock.
2. The Physician on Call is a ground-based service with
physicians “specially trained in handling inf light medical
emergencies and advising which diversion city is most capable of
handling the ill/injured person’s condition.”
5a
Appendix A
B. Arzu sued and the district court granted
summary judgment.
In 2024, Arzu sued American in federal court. She
alleged claims for liability and loss of consortium under
the Montreal Convention, and for Texas-law breach of
contract. After discovery, the parties cross-moved for
summary judgment. The district court granted American’s
motion. Arzu v. Am. Airlines, Inc., 782 F. Supp. 3d 361,
370 (N.D. Tex. 2025) (“Summary Judgment Ord.”).
II. Standard of Review
We review a grant of summary judgment de novo. First
Am. Bank v. First Am. Transp. Title Ins. Co., 585 F.3d
833, 836–37 (5th Cir. 2009). We affirm if the moving party
shows that no genuine dispute of material fact remains,
and it is entitled to judgment as a matter of law. Id. at 837.
“We view the evidence in the light most favorable to the
nonmovant and draw all reasonable inferences in [their]
favor.” Harrison Co. v. A-Z Wholesalers, Inc., 44 F.4th
342, 346 (5th Cir. 2022) (citation modified).
III. Discussion
Arzu appeals the district court’s grant of summary
judgment on her Montreal Convention and breach of
contract claims. To the extent Arzu’s Article 17 claim
relies on her AED-malfunction theory, we reverse. On all
other issues, we affirm.
6a
Appendix A
A.
We partially reverse summary judgment on
Arzu’s Article 17 claim.
A rticle 17 of the Montreal Convention holds a
carrier strictly liable for “death or bodily injury of a
passenger caused by an accident on” an international
flight. Convention for the Unification of Certain Rules
for International Carriage by Air art. 17(1), May 28,
1999, S. Treaty Doc. No. 106-45, 1999 WL 33292734
(“the Montreal Convention”). This is not a negligence
standard. See Air Fr. v. Saks, 470 U.S. 392, 396–408, 105
S.Ct. 1338, 84 L.Ed.2d 289 (1985). Instead, an accident
is “an unexpected or unusual event . . . external to the
passenger.” Id. at 405, 105 S.Ct. 1338. 3 We apply the
definition “flexibly,” assessing all of “the circumstances
surrounding a passenger’s injuries.” Id.
The injury’s cause, not its occurrence, must satisfy the
accident inquiry. Olympic Airways v. Husain, 540 U.S.
644, 650, 124 S.Ct. 1221, 157 L.Ed.2d 1146 (2004). So a
reaction to the “usual, normal, and expected operation of
[an] aircraft” is not an accident. Saks, 470 U.S. at 406, 105
S.Ct. 1338. But when an external, unexpected or unusual
event causes a passenger’s injury, the airline is liable. See
Husain, 540 U.S. at 649–52, 124 S.Ct. 1221.
3. Some cases explaining the term accident interpreted the
earlier Warsaw Convention. E.g., Saks, 470 U.S. at 396–408, 105
S.Ct. 1338. Because the Montreal Convention adopted Article 17
from the Warsaw Convention, those cases still inform the accident
inquiry. See White v. Emirates Airlines, Inc., 493 F. App’x 526,
529 (5th Cir. 2012).
7a
Appendix A
Arzu advances two accident theories, based on: (1) the
flight attendants’ allegedly ineffective medical response,
and (2) the inflight AED’s alleged malfunction. The former
theory fails, because absent unusual circumstances and
willing inaction, an ineffective response to a medical
emergency is not an Article 17 accident. The latter prevails
because the FAA required American to equip the flight
with a functional AED, and a genuine dispute remains
whether it functioned.
1.
We affirm summary judgment on Arzu’s
Article 17 claim to the extent it relies on
her ineffective response theory.
Arzu seeks to hold American liable for the crew’s
allegedly ineffective response to Kevin’s medical
emergency. She frames this theory as three “egregious
policy deviations”: (a) the failure to immediately notify the
flight deck, (b) the failure to contact the on-call physician,
and (c) the failure to begin CPR immediately.
To the extent Arzu advances a per se accident theory,
it fails. We first rejected a per se approach in Blansett v.
Continental Airlines, Inc., 379 F.3d 177 (5th Cir. 2004).
Blansett suffered a Deep Vein Thrombosis (DVT) episode
on a Continental flight. Id. at 178. Inflight pressurized
conditions exacerbate DVT risk. Id. Blansett argued
Continental’s failure to warn of this risk was necessarily
an accident because it unreasonably deviated from
industry standards. Id. at 179.
Our court disagreed. A per se rule departs from the
proper inquiry: “whether there was an ‘unexpected or
8a
Appendix A
unusual event.’” Id. at 182 (quoting Husain, 540 U.S.
at 657, 124 S.Ct. 1221). Because “Continental’s policy
was far from unique in 2001 and [complied] with [FAA]
expectations . . . [i]ts procedures were neither unexpected
nor unusual.” Id. In other words, the accident inquiry
depends on the frequency of the practice in the industry,
and whether it complies with regulations. See id. at 181–82.
A frequency approach comports with the plain
meanings of unexpected and unusual. An event is
unexpected if it is not “consider[ed] probable or certain.”
Expect, Merriam-Webster’s Collegiate Dictionary (11th
ed. 2020). An event is unusual if it is “uncommon” or
“rare.” Id. And FAA standards provide a commonsense
measure of whether an event is unexpected or unusual.
Passengers should expect an airline to comply with
regulations, and violations should be unusual.
Of course, Blansett addressed whether an internal
policy’s departure from an industry standard constitutes
an Article 17 accident, whereas Arzu relies on a flight
crew’s departure from internal policy. See Blansett, 379
F.3d at 180–82. But our court has relied on Blansett to
reject similar arguments twice. See White v. Emirates
Airlines, Inc., 493 F. App’x 526, 532–35 (5th Cir. 2012)
(per curiam) (no accident: failing to monitor passenger’s
breathing and pulse during CPR, as airline policy
required); Nguyen v. Kor. Air Lines Co., 807 F.3d 133,
138–40 (5th Cir. 2015) (no accident: failing to adhere to
a policy to search for passengers on the wheelchair list
with no wheelchair).
9a
Appendix A
So Blansett and subsequent decisions foreclose any
argument that the flight crew’s alleged deviations from
American’s policy are per se Article 17 accidents. Indeed,
a crew’s deviations from airline policy are not relevant at
all. To assess a policy, we consider its prevalence in the
flight industry and its compliance with regulations. See
Blansett, 379 F.3d at 181–82. Whether a crew complies
with internal airline policy adds little.
The inquiry is whether the underlying events are
“unexpected or unusual.” See Saks, 470 U.S. at 405, 105
S.Ct. 1338. Even crediting Arzu’s version, the crew’s
response does not meet that standard.
Crew inaction can be an Article 17 accident. Blansett,
379 F.3d at 181. But “unusual circumstances” must
“elevate the willing inaction of airline personnel from mere
inertia—from a non-event—to an event both unexpected
and unusual.” Id. In other words, crew inaction is an
accident only when: (1) unusual circumstances elevate it
to an unexpected and unusual event, and (2) the inaction is
willing. See id.; Husain, 540 U.S. at 651–57, 124 S.Ct. 1221.
Husain illustrates this standard. There, a passenger
with asthma was sensitive to cigarette smoke. Husain,
540 U.S. at 648–49, 124 S.Ct. 1221. Over his protests,
flight attendants seated him near the aircraft’s smoking
section. Id. at 647, 124 S.Ct. 1221. They refused his
multiple requests for a new seat. Id. at 647–48, 124 S.Ct.
1221. Eventually, he succumbed to his asthma and died.
Id. at 648, 124 S.Ct. 1221. Because the flight attendant’s
willing refusal to reseat him was unexpected and unusual,
it was an Article 17 accident. Id. at 651, 124 S.Ct. 1221.
10a
Appendix A
Relying on Husain, our court in White rejected a
passenger’s claim that the crew’s imperfect medical
response was an Article 17 accident. 493 F. App’x at
531–32. There, during the final descent, attendants
found a passenger collapsed inside the lavatory. Id. at
527. Although White quibbled with the crew’s emergency
response, they removed the passenger from the lavatory,
laid her on the floor, gave her oxygen, and “alerted the
captain, who notified [airport] medical personnel.” Id. at
528, 530. As a matter of law, these “actions were not so
unexpected or unusual” as to be an Article 17 accident.
Id. at 532.
White joined a chorus of previous decisions rejecting
Article 17 claims based on a crew’s imperfect medical
response. See Krys v. Lufthansa Ger. Airlines, 119 F.3d
1515, 1518–22 (11th Cir. 1997) (no accident: crew failed
to divert plane after passenger’s heart attack because
a physician passenger assured the crew that “there
was nothing to worry about”); Hipolito v. Nw. Airlines,
Inc., 15 F. App’x 109, 111–12 (4th Cir. 2001) (per curiam)
(no accident: crew provided imperfect medical aid but
passenger died of asthma attack); Rajcooar v. Air India
Ltd., 89 F. Supp. 2d 324, 326–28 (E.D.N.Y. 2000) (no
accident: airline employees failed to timely respond to
passenger’s heart attack).
Even crediting Arzu’s version (as we must), she shows
only an arguably imperfect response to Kevin’s emergency.
There is no genuine dispute that the crew: (1) removed
Kevin to the aft galley, (2) secured medical professionals’
help, (3) assisted with CPR, (4) fetched an AED promptly,
11a
Appendix A
and (5) alerted the captain, who (6) diverted to the closest
airport immediately. These facts track White neatly. 493
F. App’x at 527–28.
True, some evidence suggests that attendant
Blanchard could have responded faster. Or Anderson
could have alerted the pilots sooner. Or the pilots could
have contacted the on-call physician. Yet Arzu identifies no
circumstances that elevate the crew’s inaction to “an event
both unexpected and unusual.” See Blansett, 379 F.3d at
181 (citation modified). There is no evidence that the flight
crew’s response was unusually slow or chaotic compared
to other crew’s responses to similar emergencies.
The only unusual circumstance here is the challenge
Kevin’s size posed to the response. Although Arzu
claims that CPR should have begun immediately, a team
performing effective CPR on a 315-pound person in an
airplane aisle is implausible. And Kevin’s large frame
meant that it took at least three people several minutes
to extricate him from his seat and transport him to the
aft galley. Even so, the crew provided extensive aid.
Besides, while Arzu alleges crew inaction, no evidence
suggests that the inaction was willing. In Blansett, we read
Husain to restrict Article 17 claims based on inaction to
claims of willing inaction. Blansett, 379 F.3d at 181. Here
though, no evidence shows that the crew willingly denied
appropriate medical care, for example, by specifically
refusing a request for aid. Without willing inaction, Arzu’s
claims based on the crew’s response cannot succeed.
12a
Appendix A
Arzu counters that rejecting her ineffective-response
allegations would require us to resolve factual disputes.
But she fails to identify a fact dispute that, resolved in her
favor, would elevate the crew’s response to an Article 17
accident. Unlike a negligence standard, Article 17 sharply
restricts which events create liability. See Saks, 470 U.S.
at 405–08, 105 S.Ct. 1338. An arguably ineffective medical
response is not one of those events, without unusual
circumstances and willing inaction. See Blansett, 379
F.3d at 181; Husain, 540 U.S. at 649–57, 124 S.Ct. 1221.
Because Arzu offers no evidence of these requirements,
her ineffective-response theory fails as a matter of law.
There is no genuine dispute that American’s crew
provided extensive aid under challenging circumstances.
Nor is there evidence of unusual circumstances or willing
inaction that might elevate the response to an Article
17 accident. Hence no reasonable jury could find that
the crew’s response was an Article 17 accident. We thus
affirm summary judgment on Arzu’s Article 17 and loss
of consortium claims to the extent they rely on the crew’s
allegedly ineffective response.
2.
We reverse summary judgment on Arzu’s
Article 17 claim to the extent it relies on
her AED-malfunction theory.
But we reverse on Arzu’s Article 17 claim to the
extent it relies on her AED-malfunction theory. Whether
an airline complied with FAA regulations informs the
accident inquiry. And a genuine dispute remains whether
American equipped Kevin’s flight with a functional AED,
in violation of FAA regulations.
13a
Appendix A
Recall that we have generally rejected per se
approaches to Article 17 liability. See Nguyen, 807 F.3d
at 140. But as Blansett instructs, FAA expectations are
relevant to whether an event is unexpected or unusual.
379 F.3d at 182. The FAA did not require Deep Vein
Thrombosis warnings, which bolstered the conclusion
that failure to provide such warnings was not an Article
17 accident. Id. (citing Witty v. Delta Air Lines, Inc., 366
F.3d 380, 385 (5th Cir. 2004)). It follows that a failure to
comply with an FAA regulation is material evidence that
an event was unusual or unexpected. See id. at 181–82.
This is the theory Arzu advances. The FAA required
Kevin’s flight to carry “an approved [AED].” See 14 C.F.R.
§ 121.803(c). Yet four witnesses, two medically trained,
testified that the AED never shocked Kevin. This evidence
suggests that American failed to equip the plane with a
functional AED. Because FAA regulations are relevant, a
reasonable jury could find that this failure was “unusual
or unexpected”—and thus an Article 17 accident.
American urges us to credit its “objective evidence”
that the AED functioned over Arzu’s witness testimony
that it did not.
Granted, if the record “blatantly contradict[s]” a
party’s story, “so that no reasonable jury could believe
it,” that story cannot create a genuine factual dispute. See
Scott v. Harris, 550 U.S. 372, 380–81, 127 S.Ct. 1769, 167
L.Ed.2d 686 (2007). This principle arose in Scott, where
the plaintiff’s claims of lawful driving were untenable,
when a video showed a high-speed car chase. See id. Yet
14a
Appendix A
Scott is “an exceptional case with an extremely limited
holding.” Aguirre v. City of San Antonio, 995 F.3d 395,
410 (5th Cir. 2021). Indeed, our court has declined to apply
Scott’s principle to medical records that cast doubt on
plaintiff’s claims. See Anderson v. McCaleb, 480 F. App’x
768, 771–72 (5th Cir. 2012).
American maintains that the AED’s internal data
contradicts the testimony that it malfunctioned. The
AED’s data recorded a shock eight minutes after its
activation. From the data, American’s expert opined that
“there is no evidence that the AED was faulty.” But two
medically trained fact witnesses contradict this opinion.
Dr. Amador averred that “[a]t no point did the AED . . .
deliver a shock.” Nurse Thatcher could “not recall any
. . . signs from Kevin that would lead [her] to believe he
received a shock.” Two of Kevin’s relatives testified that
they saw no movement when the defibrillator supposedly
shocked Kevin.
American seeks to undermine this testimony. For
instance, it highlights that Kevin’s uncle’s belief that the
AED malfunctioned rests on his experience watching
films. That and similar quibbles are for cross-examination,
not a summary-judgment motion. And the AED data
cannot “show . . . whether the input is accurate, whether
the AED pad[s] . . . malfunction[ed] . . . or whether a shock
. . . was actually delivered.” With this conflicting evidence
and uncertainty, we cannot say that American’s AED data
“blatantly contradicts” the witnesses’ accounts. Cf. Scott,
550 U.S. at 380, 127 S.Ct. 1769.
15a
Appendix A
Nor does Gunter v. Township of Lumberton support
a different approach. 535 F. App’x 144 (3d Cir. 2013).
There, Gunter alleged that police officers delayed more
than ten minutes before rendering medical care. Id. at
146. The dispatch records and the AED activation time
contradicted this timeline, so Gunter’s testimony could
not raise a genuine fact dispute. Id. at 149–50.
Naturally, objective evidence can contradict a
witness’s subjective timeline. If Kevin’s uncle claimed that
the crew never activated the AED until the plane landed,
its internal time data would prevail. But the dispute here
is more complex. American urges us to disregard four
witnesses’ testimony that the AED malfunctioned. It does
so relying on data from the allegedly malfunctioning AED.
If we credit Arzu’s version, it would hardly be surprising
that the AED’s data was inaccurate. This assuredly differs
from Gunter, where the AED’s function was undisputed.
While violating an FA A regulation is not itself
an Article 17 accident, it informs whether an event is
unexpected or unusual. Blansett, 379 F.3d at 181–82. And
a genuine dispute remains whether American equipped
Kevin’s flight with a functional AED, as the FAA requires.4
4. Arzu also maintains that American failed to train its crew
to properly use the AED—another FAA requirement. This theory
finds no support in the record. All flight attendants had completed
the required annual AED training. And Arzu’s intimation that the
imperfect medical response shows that American failed to comply
with the AED-training requirement is an unreasonable inference.
After all, outside of a hospital, it would be difficult to find a team
able to execute their AED training flawlessly.
16a
Appendix A
From this, a reasonable jury could find that the alleged
AED malfunction was an Article 17 accident.
Thus, we reverse summary judgment on Arzu’s
Article 17 claim to the extent it relies on the alleged AED
malfunction. Because the district court granted summary
judgment on the same basis for Arzu’s loss of consortium
claim, we reverse summary judgment on that claim too.
B. We do not affirm on causation grounds.
Because the district court granted summary judgment
on Article 17-accident grounds, it never considered
causation. Summary Judgment Ord., 782 F. Supp. 3d at
367 n.7. But American urges us to affirm on causation
grounds. We decline.
Mostly, American conflates evidentiary admissibility
with evidentiary sufficiency. American argues that
Arzu’s medical expert’s opinion misapprehended survival
statistics for patients who receive defibrillation. And
it argues that the expert’s opinion relies on the faulty
assumption that the AED malfunctioned.
But whether expert testimony has “a reliable basis”
challenges its admissibility. See Daubert v. Merrell Dow
Pharms., Inc., 509 U.S. 579, 592, 113 S.Ct. 2786, 125
L.Ed.2d 469 (1993). If American wished to do so, it should
have moved under Evidence Rule 701 in the district court.
See FED. R. EVID. 701. Indeed, the defendants did just
that in the Texas-law case American cites to support its
reliability challenge. See Johnston v. Ferrellgas, Inc., 96
F.4th 852, 858 (5th Cir. 2024) (quoting Whirlpool Corp.
17a
Appendix A
v. Camacho, 298 S.W.3d 631, 637 (Tex. 2009)). We do not
consider these arguments further.
Admissibility aside, Arzu’s causation evidence creates
a genuine dispute on the issue. “[T]here are often multiple
interrelated factual events that combine to cause any given
injury.” Husain, 540 U.S. at 653, 124 S.Ct. 1221. So long as
an Article 17 accident is one of those events, causation is
satisfied. See id. In other words, to show causation, Arzu
must “prove that some link in the [causal] chain was an
unusual or unexpected event.” See id. at 652, 124 S.Ct.
1221 (citation modified).
Under this standard, Arzu offers sufficient evidence.
Her causation expert, Dr. Warmink, explained that
“prompt . . . CPR and appropriate AED usage results
in survival for a significant percentage of patients.”
Indeed, the fact that the AED detected a shockable
rhythm, “supports that if [CPR] and . . . defibrillation
had been initiated without a significant delay . . . Kevin’s
survival would have been several times more likely.” So
Dr. Warmink opined that “within a reasonable degree
of medical certainty, the delay in . . . [CPR] coupled with
the delayed and ineffectual [AED] usage contributed to”
Kevin’s death. In a later affidavit, Dr. Warmink clarified
that Kevin “more likely than not would have survived his
cardiac arrest” had the crew “promptly” begun CPR “and
effectively utilized a functional [AED].”
So Dr. Warmink opined that the medical response
on Kevin’s flight caused his death, and stood by it. This
is enough for a reasonable jury to find that the AED
malfunction was a “link in the chain” that caused Kevin’s
18a
Appendix A
death. See Husain, 540 U.S. at 653, 124 S.Ct. 1221. This
evidence creates a trial issue, at which American may
challenge his opinion and its basis.
C.
The Montreal Convention preempts Arzu’s
breach of contract claim.
Lastly, Arzu urges us to reverse summary judgment
on her breach of contract claim. In it, she alleges that
American’s Conditions of Carriage (Conditions) required
an advance payment for Kevin’s death. American counters
that the Montreal Convention preempts this claim. We
agree.
The parties rely on an outdated test. They cite
authority holding that the Warsaw (not the Montreal)
Convention displaces any state remedy within its
“substantive scope.” See Mbaba v. Societe Air Fr., 457 F.3d
496, 499 (5th Cir. 2006) (quoting El Al Isr. Airlines, Ltd.
v. Tseng, 525 U.S. 155, 172, 119 S.Ct. 662, 142 L.Ed.2d 576
(1999)). Yet the Montreal Convention, which superseded
the Warsaw Convention, expressly preempts domesticlaw claims. It provides that “any action for damages . . .
whether under this Convention or in contract or in tort or
otherwise, can only be brought subject to the conditions
and . . . limits of liability [of] this Convention.” Montreal
Convention art. 29. Because the Montreal Convention
now expressly preempts the Warsaw Convention, the
substantive scope test is now obsolete. 5
5. This contrasts with the Article 17-accident inquiry, which
persisted unchanged in the Montreal Convention.
19a
Appendix A
While the distinction is important, the result is the
same: the Montreal Convention preempts Arzu’s contract
claim. The allegedly breached terms are “materially
identical to Article 28.” Under that article, a carrier must,
“if required by its national law, make advance payments
. . . to a . . . person . . . entitled to . . . compensation . . .
to meet [their] immediate economic needs.” Montreal
Convention art. 28 (emphasis added).
Because American’s continued antitrust immunity
is contingent on Department of Transportation (DOT)
approval of the Conditions, an advance payment was
“required by . . . national law.” See Montreal Convention
art. 29. When the Montreal Convention replaced the
Warsaw, American joined other airlines to apply for
approval of their updated conditions of carriage to reflect
the new requirements. DOT approved these conditions,
which led to their inclusion in Kevin’s itinerary.
This approval requirement shows the Conditions are
“required by . . . national law.” See Montreal Convention
art. 28. As a result, any claim based on their breach falls
under Article 29. And if a claim falls under the Convention,
it may be brought only under its “conditions and . . . limits
of liability.” See Montreal Convention art. 28. Hence the
Montreal Convention expressly preempts Arzu’s breach
of contract claim.
***
20a
Appendix A
Thus, we REVERSE summary judgment on Arzu’s
Article 17 and derivative loss of consortium claims to the
extent she relies on her AED-malfunction allegations. On
all other issues, we AFFIRM.
21a
AppendixAND
B ORDER OF THE
APPENDIX B — OPINION
UNITED STATES DISTRICT COURT FOR THE
NORTHERN DISTRICT OF TEXAS,
FORT WORTH DIVISION, FILED MAY 8, 2025
UNITED STATES DISTRICT COURT
FOR THE NORTHERN DISTRICT OF TEXAS
FORT WORTH DIVISION
No. 4:24-cv-00433-P
MELISSA SUZETTE ARZU,
Plaintiff,
v.
AMERICAN AIRLINES, INC.,
Defendant.
Signed May 8, 2025
OPINION & ORDER
Before the Court are two cross-motions for summary
judgment: one filed by Melissa Suzette A rzu, the
administrator of the estate of Kevin Greenidge, and
another filed by American Airlines Inc. (“American
Airlines”). ECF Nos. 49, 53. Having considered both
Motions, other relevant docket filings, and the applicable
law, the Court will DENY Arzu’s Motion and GRANT
American Airlines’ Motion.
22a
Appendix B
BACKGROUND
This case follows the tragic death of fourteen-yearold Kevin Greenidge. On June 4, 2022, Kevin boarded
American Airlines Flight 614 from San Pedro Sula,
Honduras to Miami, Florida. Kevin flew with his aunt
Anna, his uncle Leonard, Leonard’s partner Janell, and
Leonard and Janell’s daughter. Leonard, Janell, and their
daughter sat in row 31. Anna and Kevin sat in row 32.
Kevin sat in the window seat and Anna in the aisle seat.
Nobody sat in the seat between Kevin and Anna.
Following a multi-hour weather delay, Flight 614
departed. After takeoff, Kevin asked Anna for his asthma
inhaler to help him breathe, which Anna provided. But
Kevin’s breathing only worsened. Shortly after reaching
altitude, Kevin became unconscious. Anna began calling
for help, and Leonard unsuccessfully attempted to lift
Kevin from his window seat in row 32.
When the flight attendants responded to Anna’s calls,
they found Kevin unconscious and unresponsive and
called a Code Red. The flight attendants made multiple
announcements requesting assistance from medically
trained passengers. The first passenger to respond was
Karenna Thatcher, a nurse. The second passenger to
respond was Rachel Amador, a general surgeon. When
Thatcher saw Kevin, she indicated that Kevin needed to be
placed on the floor. With the help of multiple people, Kevin
was removed from his seat and placed on the ground.
23a
Appendix B
Once Kevin was on the ground, Thatcher and Amador,
with the help of one flight attendant, began administering
CPR. Another flight attendant brought a medical kit and
an automated external defibrillator (“AED”). Thatcher
and Amador set up the AED and placed the pads on
Kevin. The flight deck was then alerted of the medical
emergency, and just over an hour into the flight, the pilots
began an emergency descent into Cancún International
Airport at 7:33 p.m. The plane arrived at the gate at 7:50
p.m. During the descent, Amador and Thatcher continued
administering CPR and applying the AED machine.
Emergency medical services were waiting at the gate to
transport Kevin to Amerimed Hospital via ambulance.
Kevin was pronounced dead at 8:45 p.m. At the time of
the flight, Kevin weighed 319 pounds and suffered from a
host of diagnosed health complications including asthma,
obesity, sleep apnea, and type II diabetes.
LEGAL STANDARD
Summary judgment is appropriate when the moving
party “shows that there is no genuine dispute as to any
material fact” and “is entitled to judgment as a matter
of law.” Fed. R. Civ. P. 56(a). A dispute is “genuine” if the
evidence presented would allow a reasonable jury to return
a verdict in favor of the non-moving party. Anderson v.
Liberty Lobby, Inc., 477 U.S. 242, 248, 106 S.Ct. 2505, 91
L.Ed.2d 202 (1986). A fact is “material” when it might
affect the outcome of a case. Id. Generally, the “substantive
law will identify which facts are material,” and “[f]actual
disputes that are irrelevant or unnecessary will not be
counted.” Id.
24a
Appendix B
When determining whether summary judgment is
appropriate, the Court views the evidence in the light
most favorable to the nonmovant. First Am. Title Ins.
Co. v. Cont’l Cas. Co., 709 F.3d 1170, 1173 (5th Cir. 2013).
In conducting its evaluation, the Court may rely on any
admissible evidence available in the record but need only
consider those materials cited by the parties. Fed. R. Civ.
P. 56(c)(1)-(3). The Court need not sift through the record
to find evidence in support of the nonmovant’s opposition
to summary judgment; the burden falls on the moving
party to simply show a lack of evidence supporting the
nonmovant’s case. See Malacara v. Garber, 353 F.3d 393,
404-05 (5th Cir. 2003).
ANALYSIS
American Airlines’ Motion seeks summary judgment
on all three of Arzu’s claims: (1) the Montreal Convention
claim; (2) the loss-of-consortium claim; and (3) the breachof-contract claim. Arzu’s Motion only seeks summary
judgment on her first and third claims. The Court will
address each claim in the order presented in American
Airlines’ Motion.
A. Montreal Convention Claim
Known formally as the Convention for Unification
of Certain Rules for International Carriage by Air, the
Montreal Convention is an international treaty to which
the United States is a signatory. The Montreal Convention
25a
Appendix B
“applies to all international carriage of persons, baggage
or cargo performed by aircraft for reward.”1
Article 17 provides a remedy to passengers for
damages caused by “accidents” on international flights. 2
Strict liability is imposed against air carriers “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.” 3 “Accident” is not defined anywhere in
the Montreal Convention. However, in Air France v.
Saks, the Supreme Court of the United States clarified
that an “accident” is “an unexpected or unusual event
or happening that is external to the passenger.” 470
U.S. 392, 395, 105 S.Ct. 1338, 84 L.Ed.2d 289 (1985).4
The Saks Court determined that “accident” should “be
1. Convention for the Unification of Certain Rules for
International Carrier by Air, art. 1(1), May 28, 1999, reprinted in
S. TREATY DOC. NO. 106-45, 1999 WL 33292734, at *33 1999
(hereinafter “Montreal Convention”).
2. See id. art. 17.
3. Id.
4. Air France v. Saks considered a claim under the Warsaw
Convention, which predated the Montreal Convention. In 1999, the
Montreal Convention replaced the Warsaw Convention, and courts
have found that interpretations of the Warsaw Convention, such
as in Saks, apply to the Montreal Convention. White v. Emirates
Airlines, Inc., 493 Fed. App’x 526 (5th Cir. 2012) (citations omitted)
(The Montreal Convention replaces the “Warsaw Convention and
all of its related instruments and . . . eliminate[s] the need for the
patchwork of regulation and private voluntary agreements.”).
26a
Appendix B
flexibly applied after assessment of all the circumstances
surrounding a passenger’s injuries.” Id. at 405, 105 S.Ct.
1338. In addition to identifying an unusual or unexpected
event, liability only arises if “a passenger’s injury is caused
by [the] . . . event.” Id. at 392, 105 S.Ct. 1338. The Court
further recognized that “[a]ny injury is the product of a
chain of causes.” Id. at 406, 105 S.Ct. 1338. Thus, when
evaluating causation, a plaintiff need only show that “some
link in the chain was an unusual or unexpected event
external to the passenger.” Id.
Roughly twenty years after Saks, another Supreme
Court case considered an “accident” that occurred when
an airline’s crew refused to help a passenger three
times. See Olympic Airways v. Husain, 540 U.S. 644,
124 S.Ct. 1221, 157 L.Ed.2d 1146 (2004). In Husain, two
airline passengers, husband and wife, boarded a flight
that allowed smoking. See id. at 646-47, 124 S.Ct. 1221.
The husband suffered from asthma and was sensitive
to secondhand smoke. Id. at 647, 124 S.Ct. 1221. Upon
boarding, the husband and wife were seated “three rows
in front of the economy-class smoking section.” Id. The
wife told a flight attendant about the husband’s condition
and asked to be moved, but the flight attendant refused,
saying the plane was full and she was too busy. See id.
Following two more refusals by the flight attendant to
aid the husband, the husband moved to the front of the
plane to get fresh air but soon after began struggling
to breathe and passed away. Id. at 648, 124 S.Ct. 1221.
The lower court determined that “the flight attendant’s
conduct in three times refusing to move [the husband]
was unusual or unexpected” and therefore constituted an
27a
Appendix B
“accident.” Id. at 652, 124 S.Ct. 1221. The lower court’s
finding of an “accident” was not challenged on appeal. Id.
As for causation, and despite the husband’s pre-existing
asthma condition, the Supreme Court found that the
“flight attendant’s refusal on three separate occasions
to move [the husband]” was “a link in the chain of causes
that led to [the husband’s] death.” Id. at 653, 124 S.Ct.
1221 (quotations omitted). Thus, the plaintiffs also proved
causation. Id.
On the other hand, courts have found that a flight
crew’s “imperfect” response to a passenger’s medical
emergency does not necessarily constitute an “accident.”
See, e.g., White v. Emirates Airlines, Inc., 493 Fed. App’x
526, 531 (5th Cir. 2012). For example, in White, a man
and his mother traveled aboard an Emirates Airlines
flight from Dubai to Houston. Id. at 527. As the plane
began its descent, the mother used the lavatory, and five
minutes later, a flight attendant found that the mother
had collapsed. Id. The flight crew took the mother out
of the lavatory, placed her on the ground, administered
oxygen through a mask, and alerted the captain. Id. The
plaintiff alleged that the flight crew’s non-compliance with
the man’s request that the flight crew perform CPR or
use a defibrillator constituted an “accident.” Id. at 530-31.
But the Fifth Circuit affirmed the district court’s grant
of summary judgment in the airline’s favor because “a
flight crew’s arguably imperfect response to a passenger’s
medical emergency does not necessarily constitute an
Article 17 ‘accident.’” Id. at 531.
28a
Appendix B
Plaintiff alleges that the American Airlines crew’s
response to Kevin’s emergency included four different
“accidents”: (1) failure to immediately notify the flight
deck; (2) failure to immediately administer CPR; (3)
failure to contact the physician on call; and (4) failure to
establish and adhere to emergency team roles. ECF No. 55
at 22-28. All four relate to policies found in the American
Airlines Inflight Manual.
For the first, the Inflight Manual requires that flight
attendants contact the flight deck immediately in the event
of a medical emergency. ECF No. 56, App. 045. Plaintiff
argues that the evidence shows such notification did not
occur immediately. See ECF No. 55 at 22. Rather, finding
Kevin unconscious and unresponsive, the flight attendant
waited until Kevin was transferred from his seat to the
galley, Thatcher and Amador began administering CPR,
and the AED began analyzing Kevin’s heart rhythm; only
then was the flight deck notified. Id.
As for the alleged failure to immediately administer
CPR , the In f l ight Manua l di rects that CPR be
“administered immediately” if an unconscious person
is not breathing and there are no signs of life. ECF
No. 56, App. 058. Plaintiff contends the flight crew did
not immediately administer CPR. ECF No. 55 at 24.
Instead, the flight attendants waited for medically trained
passengers to arrive and for Kevin to be removed from
his seat and placed in the galley. Id. At this time, Amador
initiated CPR. Id.
29a
Appendix B
Next, Arzu points out that the Inflight Manual states
that when there is a “Code Red,” the crew should contact
the physician on call. ECF No. 56, App. 042. The physician
on call is a doctor “specially trained in handling inflight
medical emergencies and advising which diversion city is
most capable of handling the ill/injured person’s condition.”
Id. The flight crew never contacted the physician on call.
Lastly, the Inflight Manual requires that flight
attendants establish and adhere to certain roles during
an inflight emergency. ECF No. 56, App. 057. Those
roles include establishing a communicator, responder,
and runner. Id. Arzu asserts that such roles were not
clearly established by the flight crew. ECF No. 55 at 26.
For example, one flight attendant was acting as both the
runner and the communicator. Id.
Even under Arzu’s version of the facts, the American
Airlines crew’s response to Kevin’s emergency does not
amount to an “accident” under the Montreal Convention. 5
This case is unlike other cases in which courts have
found an “accident.” For example, the facts here are not
5. In reaching this holding, the Court notes its agreement
with Judge Edward C. Burks of the Supreme Court of Virginia,
who in 1878, and writing in an equally heartrending opinion, stated:
“The unhappy condition of the appellee excites my commiseration;
but courts of justice are not allowed to be controlled in their
decisions by considerations of that character. ‘Compassion,’ said
an eminent Virginia chancellor, ‘ought not to influence a judge,
in whom, acting officially, apathy is less a vice than sympathy.’”
Harris v. Harris, 72 Va. 31 Gratt. 13, 32 (1878) (quoting Chancellor
George Wythe, Commentary on Field’s Ex’x v. Harrison & wife,
in Wythe’s Reports 282 (Minor’s Ed. 1794)).
30a
Appendix B
analogous to those in Husain, where the flight crew’s
multiple refusals to move the husband from the smoking
section constituted an “accident.” To the contrary, the four
instances highlighted by Arzu reflect concerted efforts
by the crew to provide emergency assistance to Kevin.
Moreover, courts have found that a departure from
an airline’s policy does not necessarily mean that an
“accident” occurred. See Blansett v. Cont’l Airlines, Inc.,
379 F.3d 177, 182 (5th Cir. 2004). In Blansett, the Fifth
Circuit held that there is no per se rule that any deviation
from an airline’s policy would constitute an “accident.” Id.
Instead, any departure from policy must still undergo the
“unexpected or unusual” analysis. See id. at 181-82.
For this reason, this case more closely resembles
White, in which the Fifth Circuit determined no accident
occurred. White, 493 Fed. App’x. at 535. Just as in White,
here it is “undisputed . . . that the [American Airlines]
flight crew responded to [Kevin’s family’s] request for
medical assistance.” Id. at 531. The Court accepts Arzu’s
contentions that there may have been reactionary delays,
confusion of roles, and departures from policy, such as the
failure to contact the physician on call. Notwithstanding
all of that, the flight crew “took action to assist” Kevin
in multiple ways. Id. at 531. The flight attendants sought
medical assistance from other passengers, provided a
medical kit and AED machine, and alerted the flight deck
to facilitate a diversion to Cancún for quicker medical
attention. The Court has little doubt that the American
31a
Appendix B
Airlines crew could have done more to aid Kevin.6 In
fact, there is rarely, if ever, a perfect response to a
medical emergency. But ultimately, even accepting Arzu’s
recitation of the facts, the failure of American Airlines to
follow all relevant procedures, “when evaluated in context
. . . was not unusual or unexpected.” Id. at 534.
Kevin’s underlying conditions also suggest that the
flight crew’s response was not unusual or unexpected.
Again, the unusual and unexpected inquiry must be applied
“flexibly” after “assessment of all the circumstances
surrounding a passenger’s injuries.” Saks, 470 U.S. at 405,
105 S.Ct. 1338. The Court finds that Kevin’s pre-existing
conditions including asthma, obesity, sleep apnea, and
diabetes complicated the flight crew’s emergency response
efforts. Indeed, amid the various emergency protocols,
the crew also navigated the unexpected difficulty of
removing Kevin from his seat, which required assistance
from multiple passengers. As a consequence, CPR could
not be administered immediately because Kevin needed
to be placed on the floor first, as Amador and Thatcher
directed. This complication also likely contributed to the
delay in alerting the flight deck of the emergency. Any
deficiency in following the protocol can, at least to some
extent, be attributed to unique challenges presented in
this situation.
For these reasons, the Court finds that American
Airlines’ response to Kevin’s medical emergency does not
6. The same argument was made in White. See White, 493
Fed. App’x at 531 (“[Plaintiff] faults the flight crew for failing to
do more.”).
32a
Appendix B
constitute an “accident” under the Montreal Convention
and will therefore grant summary judgment in favor of
American Airlines on this claim.7
B. Loss-of-Consortium Claim
Under Texas law, a loss-of-consortium claim is a
derivative claim. See, e.g., Brewerton v. Dalrymple, 997
S.W.2d 212, 217 (Tex. 1999). Arzu’s loss-of-consortium
claim is derivative of her Montreal Convention claim.
Accordingly, given the Court’s ruling on Arzu’s Montreal
Convention claim that there was no “accident,” American
Airlines is also entitled to summary judgment on the lossof-consortium claim.
C. Breach-of-Contract Claim
Both Parties move for summary judgment on Arzu’s
breach-of-contract claim. American Airlines makes two
arguments: (1) that Arzu’s breach-of-contract claim is
preempted by the Montreal Convention; and (2) that
American Airlines’ decision to make a payment was
merely discretionary under the terms of the contract and
therefore the claim fails as a matter of law. Arzu disputes
both contentions and argues that there is no genuine
dispute of material fact that American Airlines owes Arzu
7. Given the Court’s ruling, it need not determine whether
American Airlines was the “cause” of Kevin’s death. And as
a result, American Airlines’ Motion for Leave to File Reply
Appendix concerning expert opinion on the cause of Kevin’s death
is unnecessary. ECF No. 72.
33a
Appendix B
16,000 Special Drawing Rights (“SDR”)8 as a mandatory,
minimum payment. The Court will first discuss whether
the breach-of-contract claim is preempted by the Montreal
Convention before determining whether the agreement
required a discretionary or mandatory payment from
American Airlines.
1.
Preemption by the Montreal Convention
As discussed above, the Montreal Convention
applies to “accidents” that occur during the course of an
international flight.9 Generally, the Montreal Convention
provides an exclusive remedy to address injuries under
its purview.10 This is true even if “a passenger[’s] . . .
injury is not compensable under the Convention,” as
the Court has found here. El Al Israel Airlines, Ltd. v.
Tsui Yuan Tseng, 525 U.S. 155, 160, 119 S.Ct. 662, 142
L.Ed.2d 576 (1999); see also Best v. BWIA W. Indies
Airways Ltd., 581 F. Supp. 2d 359, 362 (E.D.N.Y. 2008)
(citations omitted) (“By its own terms, the [Montreal
Convention], where applicable, preempts the remedies of
a signatory’s domestic law, whether or not the application
of the [Montreal] Convention will result in recovery in a
particular case.”).
8. Approximately $21,000 USD.
9. See Montreal Convention, art. 17.
10. Id. art. 29 (“In the carriage of passengers . . . any action for
damages, however founded, whether under this Convention or in
contract or in tort or otherwise, can only be brought subject to the
conditions and such limits as are set out in this Convention. . . .”).
34a
Appendix B
Nonetheless, as cited by Arzu, there are instances
where the Montreal Convention does not preempt
contractual claims based on nonperformance. See Nankin
v. Cont’l Airlines, Inc., No. CV-09-07851, 2010 WL 342632,
at *7 (C.D. Cal. Jan. 29, 2010) (finding the Montreal
Convention not applicable to plaintiffs’ claims because
airlines refused to perform the contract); Mullaney v.
Delta Air Lines, Inc., No. 08-civ-7324, 2009 WL 1584899,
at *3 (S.D.N.Y. June 3, 2009) (same); In re Nigeria Charter
Flights Contract Litig., 520 F. Supp. 2d 447, 455 (E.D.N.Y.
2007) (same); Weiss v. El Al Israel Airlines, Ltd., 433
F. Supp. 2d 361, 369 (S.D.N.Y. 2006) (same). In each of
these cases, the plaintiff’s contract claim dealt with an
airline failing to transport a passenger. The court in
each case concluded that such nonperformance by the
airline was not preempted by the Montreal Convention
because such “claims [do] not fall within the scope of the
Montreal Convention.” See, e.g., Nankin, 2010 WL 342632,
at *7 (citations omitted). Arzu contends that, like these
cases, American Airlines failed to perform its contractual
obligations by not tendering an advance payment of at
least 16,000 SDR following Kevin’s death on Flight 614.
But unlike the cases A rzu cites, her claim of
nonperformance does not deal with an airline failing to
transport Kevin. This distinction is important because
in Nankin, for example, the court reasoned that the
Montreal Convention would preempt passengers’ claims
for “delays” but not nonperformance of transportation. Id.
And “courts scrutinize the facts to determine whether the
claim” actually related to a refusal to transport or just
a delay. Id. Thus, the cases cited by Arzu do not suggest
35a
Appendix B
that all suits involving nonperformance of contracts avoid
preemption by the Montreal Convention. Rather, they
stand for the proposition that an airline’s nonperformance
of transportation is not preempted because such claims
fall outside the scope of the Montreal Convention.
For this reason, if the Court concluded that Arzu’s
nonperformance claim of the advance payment was not
preempted by the convention, such a holding would expand
the preemption exceptions set forth in Arzu’s cases. The
Court is further wary of making such a determination
given that the nonperformance of the advance payment is
directly tied to Kevin’s death on Flight 614, and the death
of a passenger on an international flight is indisputably
covered by the Montreal Convention.
Nonetheless, the Court need not decide whether the
breach-of-contract claim was preempted by the Montreal
Convention because the Conditions of Carriage are
unambiguous and merely provide for a discretionary
payment by American Airlines. Therefore, the Court
declines to rule on whether Arzu’s breach-of-contract
claim is preempted by the Montreal Convention.
2.
Mandator y vs. Discretionar y Nature of
Contract
As discussed above, the Conditions of Carriage are
unambiguous and do not require any mandatory payment
by the “carrier”: American Airlines. The Conditions of
Carriage provides in relevant part:
36a
Appendix B
(2) In cases of bodily injury or death, the
Carrier shall make an advance payment where
[American] determines it is necessary to meet
the economic needs of, and hardship suffered
by, a Passenger as provided under the following
paragraphs:
(a) Unless a dispute arises over the identity of
the person to whom an advance payment shall
be made, [American] shall, without delay, make
the advance payment to the Passenger in an
amount or amounts determined by the Carrier
in its sole discretion. In the event of death of a
Passenger, the amount of the advance shall not
be less than 16,000 Special Drawing Rights,
which shall be paid to a representative of the
Passenger’s next of kin eligible to receive such
advance payment as determined by [American]
in its sole discretion.
ECF No. 18-3 ¶ 2.
The plain language of the Conditions of Carriage
suggests that American Airlines’ advance payment in
the event of a passenger’s death was non-mandatory.
As a threshold to making an advance payment for
bodily injury or death of a passenger, A merican
Airlines must “determine[] it is necessary to meet the
immediate economic needs of, and hardship suffered by,
a Passenger. . . .” Id. Subparagraph (a) then says that,
“in the event of death of a Passenger, the amount of the
advance payment shall not be less than 16,000 Special
Drawing Rights. . . .” Id. ¶ 2(a). Thus, American Airlines
37a
Appendix B
must first determine that such an advance payment is
necessary to meet the needs of a Passenger, and second, if
such a determination is made, and a death of a passenger
occurred, the payment must not be less than 16,000 SDR.
Given this threshold requirement, American Airlines was
not obligated to make any advance payment. And failure
to make a discretionary payment does not constitute a
breach of contract under Texas law. See, e.g., Farmer
v. Ben E. Keith Co., 919 S.W.2d 171, 177 (Tex. App.—
Fort Worth 1996, no writ) (employer’s failure to make
a discretionary payment to employee did not constitute
breach of contract).11
For these reasons, the Court finds there is no genuine
dispute of material fact that American Airlines did not
breach any agreement, and summary judgment should be
entered on behalf of American Airlines.
11. The Parties make various contentions about the origin
of the contractual language. American Airlines argues that the
Conditions of Carriage originate from the Montreal Convention
itself, further confirming that its provisions are potentially
preempted by the Convention. Arzu argues that the language
is taken from an order by the Department of Transportation
(“DOT”) and that American Airlines is estopped from making
its argument that the advance payment is discretionary given
previous arguments made by American Airlines’ representative
trade organization before DOT. Regardless, “[i]f a contract is
unambiguous on its face, the contract’s meaning and intent of the
parties must be sought within the four corners of the document
and cannot be explained or contradicted by extrinsic evidence.”
Shocklee v. Mass. Mut. Ins. Co., 369 F.3d 437, 439-40 (5th Cir.
2004). A determination of the origin of the Conditions of Carriage
is therefore unnecessary for this Court because the language of
the agreement is clear—the advance payment was non-mandatory.
38a
Appendix B
CONCLUSION
For the foregoing reasons, the Court DENIES Arzu’s
Motion. ECF No. 53. The Court GRANTS American
Airlines’ Motion and ENTERS summary judgment in
American Airlines’ favor on all three counts. ECF No.
49. Given the Court’s rulings, the Court further finds
that American Airlines’ Motion for Leave to File Reply
Appendix is MOOT. ECF No. 72.
SO ORDERED on this 8th day of May 2025.
/s/ Mark T. Pittman
Mark T. Pittman
United States District Judge
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