# Petition for Writ of Certiorari — Oryx Energy Co. v. Bourque

> Briefs, arguments, decisions, and more.

URL: https://www.frixlaw.com/law-library/documents/brief%3Amicro_IA40386012_1891%3A1

## Record

- **Collection:** Supreme Court brief
- **Document type:** Petition for Writ of Certiorari
- **Published:** January 1, 1995
- **Citation:** 516 U.S. 818

## Text

(OYPILS

9420.1 9 WN 120%;

OFFICE OF THE CLERK
No. 94-

IN THE

Supreme Court of the Gnited States

OCTOBER TERM, 1994

ORYX ENERGY COMPANY,

Petitioner,
v.

YVETTE BOURQUE, WIFE OF AND STEVEN BOURQUE,
SAFETY TECHNOLOGY AND OILFIELD PROTECTORS, INC. AND
AETNA CASUALTY & SURETY COMPANY,

Respondents.

On Petition for Writ of Certiorari to the
Louisiana Court of Appeal, First Circuit

PETITION FOR WRIT OF CERTIORARI

JOHN BLACKWELL

Counsel of Record
GIBBENS, BLACKWELL & STEVENS
P.O. Drawer 13910
New Iberia, LA 70562-3910
(318) 367-8517

Counsel for Petitioner

PRESS OF BYRON 8S. ADAMS, WASHINGTON, D.C. 1-800-347-8208

QUESTIONS PRESENTED

he Whether the state court of
appeal incorrectly decided that state law
determined whether an employee covered by
the Longshoremen's & Harbor Workers'
Compensation Act could recover from the
non-negligent charterer of a vessel for
personal injuries caused by the
charterer's ultrahazardous activity of
well testing from a vessel on navigable
waters because that activity was not a
traditional maritime activity and
therefore not within admiralty juris-

diction.

zs Whether the state court of
appeal incorrectly decided that state law
made void and unenforceable the defense
and indemmity provisions of a contract
under which the indemmitor leased

equipment to the indemnitee that provided

ii

it to a worker covered under the
Longshoremen's & Harbor Workers’
Compensation Act who was injured on a

vessel on navigable waters while engaged

in a maritime employment.

Oe Aha Link lode Min,

iii

PARTIES TO PROCEEDINGS BELOW

Petitioner/Defendant Below

Oryx Energy Company formerly called
Sun Exploration and Production Company was
incorporated in Delaware in 1971 under the
name Sun Oil Company (Delaware) and
succeeded to all of the U. S. exploration
and production assets of Sun Oil Company
which was a New Jersey corporation
pursuant to an agreement and plan of
reorganization effective September, 1993.
Oryx Energy Company's principal place of
business is 13155 Noel Road, Dallas,
Texas. Oryx Energy Company is in the
business of exploring for and producing
oil and gas throughout the United States

including the inland navigable waters of

Louisiana.

iv

Respondents/Plaintiffs, Defendants

and Intervenors Below

The respondents are Steven Bourque an
employee of Pressure Readout Technology,
Inc. and his wife Yvette Bourque both
citizens of Louisiana who were plaintiffs
below; Aetna Casualty & Surety Company
an insurance company that was intervenor
below and that paid workman's compensation
benefits to Steven Bourque under the
United States Longshoremen's & Harbor
Workers' Compensation Act, 33 U.S.C. Sec.
901, et seq., and Safety Technology and
Oilfield Protectors, Inc. a Louisiana
corporation with its principal place of |

business in Louisiana.

RULE 29.1 LISTING

ORYX ENERGY COMPANY

ORYX ENERGY COMPANY has no parent

companies.

The following are subsidiaries (except
wholly owned subsidiaries) (but including
all entities in which there is either a
direct or indirect ownership interest) of

ORYX ENERGY COMPANY:

113857 CANADA LTD.

ANTELOPE INSURANCE CO. LTD.

ORYX AUSTRALIA ENERGY COMPANY
PTs. UD.

ORYX U.K. (INDONESIAN HOLDINGS)

LIMITED
ORYX U.K. (KAKAP) LIMITED
ORYX U.K. (MALACCA STRAIT) LIMITED
ORYX U.K. (SOUTHEAST SUMATRA) LIMITED

ORYX (ZOC) ENERGY PTY. LTD.

CANYON REEF CARRIERS, INC.

EAST TEXAS SALT WATER DISPOSAL
COMPANY

MESBIC VENTURES, INC.

ORYX CRUDE TRADING & TRANSPORTATION
LIMITED PARTNERSHIP

ORYX DEVELOPMENT LIMITED PARTNERSHIP

ORYX GAS MARKETING LIMITED
PARTNERSHIP

ORYX PIPE LINT LIMITED PARTNERSHIP

SUN ENERGY PARTNERS, L.P.

SUN OFFSHORE GATHERING LIMITED
PARTNERSHIP

SUN OPERATING LIMITED PARTNERSHIP

SUN PENNSYLVANIA LIMITED PARTNERSHIP

vii

TABLE OF CONTENTS

QUESTIONS PRESENTED-------------..- i
PARTIES TO THE PROCEEDINGS BELOW--- iii
Petitioner/Defendant Below------ iii

Respondents/Plaintiffs, Defendant

and Intervenor Below------------ iv
RULE 29.1 LISTING------------------ V
TABLE OF CONTENTS------------------ vii
TABLE OF AUTHORITIES--------------- ix
OPINIONS BELOW--------------------- 1
JURISDICTION----------------------- 2

CONSTITUTIONAL PROVISION AND

STATUTES INVOLVED---------------- 3
STATEMENT OF THE CASE-------------- 7
I. Factual Background---------- 7
II. Proceedings Below----------- 9
REASONS FOR GRANTING THE PETITION-- 19

I. The Decision of The State

Court of Appeal Is In

Conflict With The Holdings
Of This Court--------------- 29

viii

II. The Decision Of The
State Court Of Appeal
Is Erroneous---------------- 36
III. The Questions Presented Are
Important ------------------ 42

CONCLUSION-----------------.......- 47

ix

TABLE OF AUTHORITIES
Page

Cases:

Executive Jet Aviation,

Inc. v. City of Cleveland,
409 U.S. 249, 93 S.Ct. 493,
34 L.Ed.2d 454 (1972)---------- 22

Foremost Ins. Co.v. Richardson,
457 U.S. 668, 102 S.Ct. 2654,
73 L.Ed.2d 300 (1982) ---------- 28

Green v. Industrial

Helicopters, Inc., 593
50.2d 634, (La. 1992)--------.. 21

Grubart v. Great Lakes

Dredge & Dock Co.,

U.S. =, £85 8.€r. 1043,
L.Ed.2d = (1995). -+-~-...-..- 19

Hess v. Upper Mississippi

Towing Corp., 559 F.2d

1030 (5th Cir. 1977),
rehearing denied 564 F.2d
97, cert. denied 435 U.S.
924, 98 S.Ct. 1489, 55 L.Ed.

Meloy v. Conoco, 504 So.2d
833 (La. 1987)-----------------

Offshore Logistics, Inc.

v. Tallentire, 477 U.S. 207,
106 U.S. 2485------------------

Richendollar v. Diamond M

Drilling Co., Inc., 784 F.2d
580 (5th Cir. 1986), on
rehearing 819 F.2d 124, cert.
denied 484 U.S. 944, 108 S.Ct.
331, 98 L.Ed.2d 358, rehearing

xi

denied 484 U.S. 1021, 108 S.Ct.
736, 98 L.Ed.2d 684------------ 37

Sisson v. Ruby, 497 U.S.
Jou, &ki0 8.60; 2692, 111
L.Ed.2d 292 (1990)------------- 19

Yamaha Motor Corporation

v. Calhoun, U.S. ,
hae: Bie ; L.Ed.2d
(1995) -----------------.--- 19

Constitutional Provisions:

U.S. Const. art. III, Sec, 2-<-<«- 3

Statutes and Regulations:

28 U.S.C. Sec. 1257------------- 2
28 U.S.C. Sec. 1333------------- 3
33 U.S.C. Sec. 901-------------- iv
33 U.S.C. Sec. 902(3)----------- 3

33 U.S.C. Sec. 902(21)---------- 3

xii

33 U.S.C. Sec. 905(b)----------- 4

Louisiana Statutes Annotated:

Revised Statutes 9:2780 ------- 5

Other Authorities:

Vol. 1 Schoenbaum, Admiralty and

Maritime Law, 2dEd., Section

3-10, p. 11l------------------- 34

:
:
i
:
{

xiii

NO.

In The
SUPREME COURT OF THE UNITED STATES
October Term, 1994

ORYX ENERGY COMPANY,
Petitioner,
V.

YVETTE BOURQUE, WIFE OF AND STEVEN
BOURQUE, SAFETY TECHNOLOGY AND OILFIELD
PROTECTORS, INC. and AETNA CASUALTY
& SURETY COMPANY,

Respondents.

On Petition for a Writ of Certiorari
to the Louisiana Court of Appeal,

First Circuit

PETITION FOR WRIT OF CERTIORARI

xiv

Oryx Energy Company ("petitioner")
respectfully petitions that a writ of
certiorari issue to review the judgment
and opinion of the Louisiana Court of
Appeal, First Circuit, entered on 7
October, 1994 in the matter of "Yvette
Bourque, Wife of and Steven Bourque v. Sun
Gas Company, Inc. and Safety Technology
and Oilfield Protectors, Inc.", Docket

Number: 93/CA/2213.

OPINIONS BELOW

The opinion and judgment of the
Louisiana Court of Appeal, First Circuit
is an unpublished decision (Appendix,
pages 58 through 139). The reasons for
judgment and judgment of the district
court below are also unpublished
(Appendix, pages 5 through 51). The
denial of Oryx's application for a writ of
certiorari and/or review by the Louisiana
Supreme Court on 13 January, 1995 is

reported at 648 So.2d 1340 (La. 1995)

(Appendix, page 140).

JURISDICTION

The judgment of the Louisiana Court
of Appeal, First Circuit was entered on /
October, 1994. A timely application for a
writ of certiorari was filed by petitioner
with the Louisiana Supreme Court on the
7th day of November, 1994 and the
application was denied on 13 January,
1995, 648 So.2d 1340 (La. 1995).
Petitioner timely moved for and received
an extension of time from this Court
within which to file a petition for writ
of certiorari up to and including 12 June,
1995. (Application No. A-721), Appendix

page 142). The jurisdiction of this Court

is invoked pursuant to 28 U.S.C. Sec.

1257.

CONSTITUTIONAL PROVISION AND
STATUTES INVOLVED

U.S. Const. art. III, Sec. 2:

"The judicial power shall extend

- to all cases of admiralty and
maritime jurisdiction."

28 U.S.C. Sec. 1333:

"The district courts shall have
original jurisdiction, exclusive of the
courts of the States, of:

(1) Any civil cases of admiralty or
maritime jurisdiction, saving to suitors
in all cases all other remedies to which
they are otherwise entitled."

33 U.S.C. Sec. 902(3):

"The term 'employee' means any person
engaged in maritime employment .. .."

33 U.S.C. Sec. 902(21):

"Unless the context requires
otherwise, the term 'vessel' means any

vessel upon which or in connection with

which any person entitled to benefits

under this chapter suffers injury or death
arising out of or in the course of his
employment, and said vessel's owner, owner
pro hac vice, agent, operator, charter or
bareboat charterer, master, officer or
crew member."

33 U.S.C. Sec. 905(b) (in pertinent
part):

"In the event of injury to a person
covered under this chapter caused by the
negligence of a vessel, then such person,
or anyone otherwise entitled to recover
damages by reason thereof, may bring an
action against such vessel as a third
party in accordance with provisions of
Section 933 of this title ... The
liability of the vessel under this
subsection shall not be based upon the
warranty of seaworthiness or a breach
thereof at the time the injury occurred.

The remedy provided in this subsection

shall be exclusive of all other remedies

against the vessel except remedies
available under this chapter."

Louisiana Statutes Annotated: Revised
Statutes 9:2780:

'A. The legislature finds that an
inequity is foisted on certain contractors
and their employees by the defense or
indemnity provisions, either or both,
contained in some agreements pertaining to
wells for oil, gas, or water, or drilling
for minerals which occur in a solid,
liquid, gaseous, or other state, to the
extent those provisions apply to death or
bodily injury to persons. It is the
intent of the legislature by this Section
to declare null and void and against
public policy of the state of Louisiana
any provision in any agreement which
requires defense and/or indemnification,
for death or bodily injury ‘ics. dalton:

where there is negligence or fault (strict

liability) on the part of the indemitee,

or an agent or employee of the indemnitee,
or an independent contractor who is
directly responsible to the indemnitee."
"B. Any provision contained in,
collateral to, or affecting an agreement
pertaining to a well for oil, gas, or
water, or drilling for minerals which
occur in a solid, liquid, gaseous, or
other state, is void and unenforceable to
the extent that it purports to or does
provide for defense or indemnity, or
either, to the indemmnitee against loss or
liability for damages arising out of or
resulting from death or bodily injury to
persons, which is caused by or results
from the sole or concurrent negligence or
fault (strict liability) of the
indemitee, or an agent, employee, or an

independent contractor who is directly

responsible to the indemnitee."

STATEMENT OF THE CASE
I, Factual Background.

Petitioner owned an oil well on
inland navigable waters near Belle Isle,
Louisiana. The well became non-producing
and petitioner reworked the well in late
1986 or early 1987. Petitioner then hired
Pressure Readout Technology, Inc.
("Protech") to provide well testers and
equipment to determine the rate of
production of the well, i.e., to doa
“well test". The well consisted of a
Christmas tree with cribbing and there was
no place for any of the test equipment on
the well. Therefore, petitioner chartered
two (2) barges from which to conduct the
well test. The barges were towed to the
location, moored next to the well and 4

pipe was installed to connect the well to

a tank on one of the barges.

The well test was conducted in three days
and at the conclusion the pipe was
disconnected and the barges towed off the

location.

Respondent Steven Bourque was a well
tester employed by Protech for this job.
He worked only on the barges and

periodically recorded the rate of flow

from the well by measuring the contents of

the tank.

Because the well had a history of
producing hydrogen sulfide, a deadly
organic gas, petitioner leased from
respondent Safety Technology and Oilfield
Protectors, Inc. ("Stop") self-contained
breathing apparatus ("SCBA") which would
allow workers to work safely even when
exposed to high levels of H2S. Stop also

provided and installed on the barges

safety equipment such as monitors and

OS Senay Oe ah a ee ey Roeee

alarms to detect and warn of the presence
of ambient hydrogen sulfide if it reached
potentially toxic levels. The lease
agreement between petitioner and Stop
contained an indemnity clause in favor of

petitioner,

On 9 February, 1987, Bourque and a
co-employee were on petitioner's barges
conducting the well test and measuring the
contents of the tanks. Bourque was
exposed to H2S during the well test on a
barge. As a result he Sustained a post

traumatic stress disorder.

II. Proceedings Below.

Bourque and his wife commenced a
state court suit against petitioner on the
grounds it was negligent and strictly

liable under Louisiana law because it was

engaged in well testing in the presence of

10

a toxic gas which was an ultrahazardous !
activity. They also claimed Stop was |

negligent for having furnished a defective

SCBA.

Petitioner denied liability and by an
amended answer filed on September > 8
igsat/, it affirmatively pleaded that
Bourque was covered by the Longshoremen's
& Harbor Workers' Compensation Act, that
it (petitioner) was the charterer of the
vessel and under 33 U.S.C. Sec. 905(b) it

could not be held strictly liable because

Pe ee Re ee we ep eee eae Ta. oe eee ”

905(b) does not permit recovery except
where the vessel's charterer has been
negligent. Petitioner filed a cross-claim
seeking contractual defense and indemity

from Stop. Stop denied liability on the

Se ee ee ee ee en

1/ Appendix, Pages 1 thru 4.

11

cross-claim on the basis the defense and
indemnity provisions were void and
unenforceable under the Louisiana Oilfield
Anti-Indemnity Act (LSA:R.S.9:2780). No
responsive pleading was filed by
petitioner to Stop's defense under state
law that the Louisiana Anti-Indemnity Act
applied, but it has Maintained in all
inferior courts that the anti-indemnity
act did not apply because the contract was

maritime in nature,

Aetna Casualty & Surety Company
("Aetna") intervened to assert subrogation
rights as the workmen's compensation
carrier of Protech for benefits provided
to Bourque under the United States Long-
shoremen's & Harbor Workers' Compensation

Act, 33 U.S.C. Sec. 901, et seq.

12

The state district court after trial
on the merits held in an unpublished
opinion that none of the claims and
defenses were within admiralty juris-
diction which precluded application of 33
U.S.C. Sec. 905(b). Therefore, it applied
Louisiana state law to all claims. The
district court found that neither
petitioner nor Stop were negligent but
that petitioner was strictly liable under
Louisiana law because it was engaged in an
ultrahazardous activity. The district
court held that state law was applicable
and there was no admiralty jurisdiction
because the relevant activity was "well
testing". The fact petitioner was
conducting the well test from barges was
not sufficient to imbue the case with a

maritime flavor and bring it within

the scope of admiralty jurisdiction.

13

Likewise, the district court held
that petitioner was not entitled to
defense and indemnity from Stop because
the contract was subject to the Louisiana
Oilfield Anti-Indemmity Act, LSA:R.S.
9:2780.

The district court rejected
petitioner's claims that the contract was
enforceable under maritime law on the
grounds that there was no maritime
jurisdiction because the relevant activity

was a well test. 2/

The district court found that Bourque
was guilty of substandard conduct in the
amount of 20%. The district court awarded
damages to Bourque and his wife but
reduced the award by the amount of

Bourque's own negligence. The district

2/ Appendix, Page 15.

14

court despite finding that Bourque was
paid benefits under the Longshoremen's &
Harbor Workers' Compensation Act reduced

Aetna's award by the amount of Bourque's

negligence pursuant to Louisiana state

law.

Te et eee wee Peat 5 4

An appeal was taken by petitioner to
the Louisiana Court of Appeal, First
Circuit. In an unpublished opinion, the
court of appeal ruled on the 7th of
October, 1994 that the district court
judgment was correct. The court of appeal
rejected petitioner's argument that
because the activity which resulted in
injury to a worker covered under the
United States Longshoremen's & Harbor
Workers' Compensation Act occurred on a
vessel on navigable waters that petitioner

could not be liable on the basis of strict

or absolute liability because it was ‘the

15

vessel", 3/ Likewise, the court of

appeal rejected petitioner's argument that
because Stop provided safety equipment
used by a worker covered under the United
States Longshoremen's §& Harbor Workers'
Compensation Act on a vessel on navigable
waters, the contract was subject to
maritime law and not the Louisiana

| Oilfield Anti-Indemnity Act. The court

of appeal commented that the plaintiff was
a covered worker under the Longshoremen's
& Harbor Workers' Compensation Act and
intimated that the district court was
wrong to reduce Aetna's recovery by the
amount of Bourque's negligence but that
Aetna could nor assert this error because

it had failed to appeal. 4/

3/ Appendix, Pages 80-81.
4/ Appendix, Pages 138-139.

16

The district court's ruling while
recognizing that the incident occurred on
a vessel on navigable waters held the case
was not within admiralty jurisdiction
because "... the ‘well testing’ process
was not performed in a manner different
from the way such testing would occur of
(sic) a land based well. The only
difference; according to the testimony
presented, would be the fact that the
equipment could be spread over a wider
area. The essential nature of the
activity is unchanged by its maritime
locale. .. .[{T]Jhe relevant activity,
well testing, ..., is an activity
related to the exploration for and

production of oil and gas. It is not

‘traditional maritime

17

activity'".2/ The court of appeal not
only accepted the district court's
rationale but added the gloss that "...
the mere use of barges, which, although
typically used for maritime purposes, were
used as platforms for the well testing
equipment in this case, does not
magically convert the activity of well
testing into one with a substantial
relationship to (a) traditional maritime

activity, "o/

The Louisiana Supreme Court refused
to review the case on petitioner's
application for certiorari. Petitioner
then satisfied the judgment but expressly

reserved the right to seek reimbursement

>/ Appendix, Page 14.
6/ Appendix, Pages 81-82.

18

if certiorari were granted by this Court

and the court of appeal's decision

reversed.

19

REASONS FOR GRANTING THE PETITION

Petitioner seeks a review by this
Court because the decision of the court of
appeal, although predating, is in
conflict with the decision of this Court
in Grubart v. Great Lakes Dredge & Dock
Co., Usd. . 4 LY §.Ce,. 1043, fis 2.
L.Ed.2d ss (1995). The decision of the

court of appeal also conflicts with the
holding in Sisson v. Ruby, 497 U.S. 358,
110 S.Ct. 2892, 111 L.Ed.2d 292 (1990).

Even though the test for admiralty
jurisdiction was very recently considered
by this Court in February of 1995 in

Grubart and certiorari has been granted in

Yamaha Motor Corporation v. Calhoun,
Ue LES 8.66. ‘ L.Ed.2d
(1995) (No. 94-1387) on a closely allied

issue - the application of state law in

cases of maritime jurisdiction - there

20

does exist a need for a clearer and
brighter line to determine admiralty
jurisdiction. One view of the decision of
the lower courts in this case is that they
correctly enunciated the elements of the
test but reached the wrong result. Under
this view, while the decision of the court
of appeal would be wrong, this case might
not represent the type of case in which
certiorari would be granted. However, the
fact that the court of appeal could reach
the result that it did highlights the
highly subjective nature of the present

test Grubart notwithstanding.

The present admiralty jurisdiction
test has produced holdings that a
passenger in a helicopter injured in an

emergency helicopter landing on the high

seas has a claim within maritime

21

jurisdiction’ but a worker covered

under the Longshoremen's & Harbor Workers'
Compensation Act engaged in maritime
employment injured on a vessel on
navigable waters has only a state claim.
Such a test probably should be abandoned
in favor of a test under which all
shipboard accidents on navigable waters
are within admiralty jurisdiction and only
off-vessel accidents must satisfy a

maritime nexus requirement.

Litigants in inferior courts would
benefit from a brighter, clearer test
which will save litigants expense and
conserve valuable judicial resources.

(Grubart, dissent of Justice Thomas

U.S. » 115 S.Ct. at p. 1056). Such a

7/ Green v. Industrial Helicopters,

Inc., 593 So.2d 634, 636-37 (La. 1992).

22

test was in place prior to Executive Jet

Aviation, Inc. v. City of Cleveland, 409
U.S. 249, 93 S.Ct. 493, 34 L.Ed.2d 454

(1972). Under that test if the injury
occurred on navigable waters, admiralty
tort jurisdiction was deemed to exist per

se. The pre Executive Jet jurisprudence

was clear and easy to apply. The present

test, as defined in Grubart, is still

subjective and therefore results will

continue to be difficult to predict.

Maritime contract jurisdiction has
not received the same recent attention in
this Court as admiralty tort jurisdiction.
The courts below applied the decisions of
the United States Court of Appeal for the
Fifth Circuit to hold that petitioner's
claims against Stop for contractual
defense and indemmification were subject
to state law. The court of appeal

"borrowed" from Executive Jet the locality

23

plus nexus" test enunciated for maritime
tort jurisdiction to decide maritime
contract jurisdiction. Again, the court
of appeal defined the relevant activity as
well testing which demonstrates that the
test means different things to different
people. Bourque was engaged in well
testing. However, the equipment furnished
by Stop was safety equipment intended for
the use and protection of a worker covered
by the Longshoremen's & Harbor Workers’
Compensation Act engaged in a maritime
employment on a vessel. Stop did not
furnish the equipment used for the well
Cest. It furnished equipment which was
used on a vessel on navigable waters which
enabled that vessel to perform its

intended function. The well test features

of this case were not relevant to

24

Stop. 2/

8/ The Louisiana Oilfield
Anti-Indemnity Act, LSA:R.S. 9:2780 would
not preclude indemnity if petitioner is
free of fault. This would be the case if
33 U.S.C. Sec. 905(b) is controlling
because petitioner was found not to be
negligent and ultrahazardous activity
should not be a recognizable cause of

action against a vessel. Hess v. Upper

Mississippi Towing Corp., 559 F.2d 1030

(5th Cir. 1977), rehearing denied 564 F.2d
97, cert. denied 435 U.S. 924, 98 S.Ct.
1489, 55 L.Ed. 518. Therefore, any
holding which in effect relieves
petitioner of fault would probably moot
the admiralty contract jurisdiction
aspects of the case because petitioner
then would be entitled to indemnity from
Stop even if the Louisiana Oilfield
Anti-Indemmity Act applies. See Meloy v.
Conoco, 504 So.2d 833 (La. 1987).

25

The decision of the court of appeal
was erroneous in allowing recovery for
strict liability because if it had held
that admiralty jurisdiction existed, it
would have been required to hold that 33
U.S.C. Sec. 905(b) controlled Bourque's
right of recovery against petitioner. One
of the changes wrought by the 1972
amendments to the Longshoremen's & Harbor
Workers' Compensation Act was 905(b) which
",.. Yestricted his (the injured employee)
recovery from the shipowner to

negligence." Hess vy. Upper Mississippi

Towing Corp., supra, 559 F.2d 1030 at

1032. Thus, the jurisdictional issue was
paramount - if state law applied, Bourque

had a claim for strict liability; if

26

admiralty law applied, he did not .2/

State law was applied because the court of
appeal erroneously concluded there was no

admiralty jurisdiction.

The savings to suitors clause allows
cases within the admiralty jurisdiction to
be brought in state courts. However, "the
‘savings to suitors' clause allows state

courts to entertain in personam maritime

causes of action, but in such cases the

extent to which state law may be used to

9/ Offshore Logistics, Inc. v.

Tallentire, 477 U.S. 207, 106 U.S.2485, 91

L.Ed.2d 207 (1986) holds that state law
cannot "supplement" federal maritime law
where Congress has pre-empted the field
with a statute which is applicable.
905(b) is such a statute and it pre-empts

state theories of strict liability. Hess,

supra.

ao Se

27

remedy maritime injuries is constrained by
a so-called 'reverse-Erie' doctrine which
requires that the substantive remedies
afforded by the States conform to
governing federal maritime standards."

Offshore Logistics, Inv. v. Tallentire,

Supra, 477 U.S. at 222-223, 106 S.Ct.
at 2494,

This case is important because state
courts would benefit from a clear bright
line test for admiralty jurisdiction and
an admonition that the uniformity
requirements of that law May not be
circumvented by jurisdictional means. Or,
stated another way, state courts would
benefit if the jurisdictional test was
easier to apply and the room to stray
eliminated. A clear bright line test like

the locality rule, stripped of the nexus

TR ainda hag eee mee

haere Rpe ones aero —

RIN: let tre or

28

remedy maritime injuries is constrained by
a so-called 'reverse-Erie' doctrine which
requires that the substantive remedies
afforded by the States conform to
governing federal maritime standards."

Offshore Logistics, Inv. v. Tallentire,

supra, 477 U.S. at 222-223, 106 S.Ct.
at 2494.

This case is important because state

courts would benefit from a clear bright
line test for admiralty jurisdiction and
an admonition that the uniformity
requirements of that law may not be
circumvented by jurisdictional means. Or,
stated another way, state courts would
benefit if the jurisdictional test was
easier to apply and the room to stray

eliminated. A clear bright line test like

the locality rule, stripped of the nexus

29

requirment save in non vessel related
incidents, would enable inferior courts to
see clearly the path that leads to the
application of the correct law (federal
maritime law) when a putative tort occurs

on a vessel on navigable waters.

I. THE DECISION OF THE STATE COURT

OF APPEAL IS IN CONFLICT WITH

THE HOLDINGS OF THIS COURT.

This Court recently wrote at length

about admiralty jurisdiction. Grubart

traced its evolution from the time when
locality alone ruled the day, to the
departure from the strict locality rule in
Executive Jet Aviation, Inc. v. City of
Cleveland, 409 U.S. 249, 93 S.Ct. 493, 34
L.Ed.2d 454 (1972) which added a "nexus"

requirement and the cases of Foremost Ins.

Co. v. Richardson, 457 U.S. 668, 102 S.Ct.

30

2654, 73 L.Ed.2d 300 (1982) and Sisson v.

Ruby, 497 U.S. 358, 110 S.Ct. 2892, 111
L.Ed.2d 292 (1990) which explained and
refined the nexus requirements. The nexus

test as applied in Grubart is two pronged,

"whether the incident involved was of the
sort with the potential to disrupt
maritime commerce" _U.S. ___, 115 $.Ct.
at 1050, and “whether the general
character of the activity giving rise to
the incident shows a substantial
relationship to traditional maritime
setivity”, Vee Lis: 3.6e. 2
1051.

There never has been any issue that
the locality aspect of admiralty juris-
diction, tort or contract, is met in this
case. All the activities pertinent to the
case occurred on vessels on navigable

waters. The deciding factor for the

|

31

application of state law by the lower
courts was the nexus requirement, the fact
that the activity in question as defined,
well testing, did not relate to a
traditional maritime activity. The court
of appeal did not differentiate principles
between admiralty tort and contract
jurisdiction when considering juris-
diction. It felt for either the
determining factor was that the relevant
activity was a well test and not that
petitioner was conducting this activity
from vessels on navigable waters. The

state court of appeal determined the

|
“relevant activity" to be the purpose for :
which the activity was conducted and not |
in terms of how the activity was

performed. In so doing, the court of

of this Court in Sisson. It also reached

a result which is contrary to Grubart

|

|

appeal failed to follow the prior holding |
|

|

H

32

although it had not yet been decided when
the state court of appeal ruled. The
error of the court of appeal lay in its
neglect of the consideration of the

“maritime connection enquiries", Grubart,

U.S. ~ $38 B.Ce.. at 1056... te

court of appeal did little more than

engage in a syllogism - well testing is

done on land, when it is done on water it
is done the same way as on land, therefore
well testing on water is a land activity.

Thus, the court of appeal failed to

ne Ee Pa ee

consider the first factor set forth in

Sisson and Grubart and misunderstood the

second.

Te Fe ee an Re ee De SF eee

Pe eee ee

Similar to the City of Chicago's

argument in Grubart that the relevant

activity was the maintaining and operation

of a tunnel, U.S. , SS. SCS, at

1052, the court of appeal in this case

33

looked to the broader purpose and failed
to consider that petitioner chartered the
barges and utilized them on navigable

waters as storage for a petroleum product.
The court of appeal violated (unknowingly

of course) the admonition of Grubart

against "hyper generalization", U.S.
» 114 S.Ct. at 1052.

The.decision of the court of appeal
here is an excellent example of the
possibility of "whimsy" mentioned in
Grubart, U.S. , 115 8.Ct. 1052.

But, to play the devil's advocate, the
whimsy resulted not from capriciousness
but because of the highly subjective
nature of the test - a subjectivity which

although lessened by Grubart, does still

exist. The court of appeal here was able

to find no admiralty jurisdiction because

it ignored the maritime aspects of

34

petitioner's activities. "The test turns
on the comparison of traditional maritime
activity to the arguably maritime
character of the tortfeasor's activity in
a given case; the comparison would merely
be frustrated by eliminating the maritime
aspects of the tortfeasor's activity from
consideration." __ U.S. __, 115 S.Ct.

at 1052.

Petitioner utilized vessels to
perform the well test. The well test was
done on navigable waters. The potential
for the disruption of maritime commerce as
a result of petitioner's activities was
not theoretical, it was palpable and real.
The character of the activity of
petitioner at the appropriate level of
generalization (not too high and not too
low) was the use of a vessel to store and

measure a liquid product which is closely

.

35

akin to the very traditional activity of
using vessels to store and transport
cargo. The court of appeal ignored these
aspects of petitioner's activity and in so
doing, reached a decision which directly

conflicts with Grubart.

The case for admiralty contract
jurisdiction is stronger. Stop was not
involved in the well test. Its contract .
was to furnish and install equipment on
the vessels for the purpose of allowing a

worker covered by the Longshoremen's &

Harbor Workers' Compensation Act to work
safely on navigable waters. "The only
general rule is that to be a maritime
contract, the subject matter of the
contract must be directly and intimately

related to the operation of a vessel and |

navigation ...". Vol. 1 Schoenbaum,

36

Admiralty and Maritime Law, 2dEd., Section

3-10, p. 111.

The same admonition against hyper-

generalization in tort cases a la Grubart

should apply in contract cases.

Petitioner leased the equipment from Stop

for use on a vessel in order to render the
vessel a safe place to work for a maritime
worker. Therefore, the contract was

within maritime jurisdiction.

II. THE DECISION OF THE STATE COURT

OF APPEAL IS ERRONEOUS.

The error of the state court of
appeal was in failing to use the proper

methodology as required by Grubart which

entailed consideration of the putative
tortfeasor's maritime activities. This

Court implied in Grubart that ordinarily a

37

putative tort involving a vessel will fall
within admiralty jurisdiction, W* . BeB
au,» *bh5 8.CO. at 1052. The grounds
enunciated by the state court of appeal
for rejecting admiralty jurisdiction here
fail to show an adequate basis for not

following the general rule.

The court of appeal dismissed
petitioner's vessel related activities on
the basis the vessels were used as
“platforms". (Appendix Page 82). The

Similar situation existed in Grubart

except there the vessel was "fastened to
the river bottom" and here they were

moored. In any event, Grubart established

that even if the vessels were "work
platforms" they retained the status of
"vessels" for admiralty tort purposes.

Grubart, supra, U.s. » £23. 8.Ct.

1049. Thus, the state court of appeal was

38

wrong to conclude that state law applied

on such a basis.

Petitioner was the "vessel" because
it was the charterer. 33 U.S.C. Sec.
902(2). 33 U.S.C. Sec. 905(b) allows
recovery from a vessel only where it has
been negligent. The term "negligence" is
a term connoting a limitation and by
history, an abnegation of any right of
recovery based on a theory of strict

liability. Hess v. Upper Mississippi

Towing Corp., supra. Had the lower court

held admiralty tort jurisdiction existed,
it should then have held that ultra-
hazardous activity was not a basis for

recovery under 905(b) and that state law

39

was pre-empted by 905(b). 19/ See

Offshore Logistics, Inc. v. Tallentire,

supra, for discussion of pre-emption.
Therefore, the decision of the state court
of appeal was erroneous and the error was

not harmless.

As previously stated, if Bourque's
judgment against petitioner is reversed,

the contract issues may be moot because

10/ 33 U.S.C. Sec. 905(b) is not
jurisdictional. It only applies if the
underlying claim is within admiralty

jurisdiction. Richendollar v. Diamond M

Drilling Co., Inc., 784 F.2d 580 (5th Cir.
1986), on rehearing 819 F.2d 124, cert.
denied 484 U.S. 944, 108 S.Ct. 331, 98
L.Ed.2d 358, rehearing denied 484 U.S.
1021, 108 S.Ct. 736, 98 L.Ed.2d 684.

40

even under state law, petitioner would
prevail against Stop and recover its cost

of defense. Meloy v. Conoco, Inc., supra.

If not, the admiralty contract issues
remain and so does the question of whether
the fact that petitioner's activity was
well testing is alone enough to defeat

such jurisdiction.

One thing is clear, while Bourque may
have been involved in the well test, Stop
was not. Its equipment was not used to
test the well. Its equipment was used to

make the vessels a safe place to work.

"(T]he basic rationale for federal
admiralty jurisdiction is ‘protection of
maritime commerce through uniform rules of

decision'...", Grubart, U.S. eee 3 8.

S.Ct. 1053. "{T]he maritime law ...

ordinarly treats an ‘appurtenance'

41

attached to a vessel in navigable waters
as part of the vessel itself." Grubart,

— U.S. ___, 115 S.Ct. at 1049. Stop

attached some of its equipment to the
vessels to detect H2S. It leased SCBA's
for personnel use on the vessels. SCBA's
are analytically similar to life
preservers. Why the fact that petitioner
was engaged in a well test is relevant to
its contract with Stop is largely
unexplained. The barges could have been
moored nearby the well engaged in some
purely maritime activity and because of
the H2S hazard, personnel would have been
required to wear SCBA's and the vessels
would have been equipped with H2S
monitors. For contract purposes, Oryx's
activity was not well testing - it was the
equipping of a vessel to allow it to

safely perform its mission. The court of

appeal by "hyper-generalization" defined

42

the different aspects of this case so
broadly as to bring different actors in
different capacities under one rubic -
"well test". It was error to hold the
contract under which the equipment used on
the vessel for non well test purposes was

not a maritime contract.
III. THE QUESTIONS ARE IMPORTANT.

Since the ink is barely dry on

Grubart, the question naturally presents

itself as to why another maritime
jurisdiction case should be considered at
this time. The answer is twofold: (1) an
apparent increasing number of admiralty
cases are being filed in state court under
the savings to suitors clause and these

courts would benefit from a completely

objective tort jurisdictional test, and

43

(2) Grubart did not address admiralty

contract jurisdiction.

A review of the West digest system
shows over the past ten or fifteen years,
state courts are more and more hearing !
cases in which admiralty issues are |
implicated. State district courts, unlike
federal district courts, have general
jurisdiction. The case load of a state
court may number in the thousands. With
more cases and sometimes less resources,
state courts would benefit from a clear
bright line test such as all shipboard
accidents on navigable waters are within
admiralty tort jurisdiction per se and the
hexus requirement ueed only be considered

in off-ship incidents such as aircraft

crashes,

44

The need to select the appropriate
level of generalization with a focus on
the putative tortfeasors' vessel related
activities may be something which
"admiralty lawyers understand vensouedty

well", Grubart, 115 S.Ct. at 1055. This

case shows the difficulty state courts
have with the issue. The district judge
in this case was a Louisiana State
University Law School professor sitting ad
hoc. Yet, his carefully crafted opinion
reflects confusion about admiralty tort

and contract jurisdiction.

Litigants and state courts would
benefit from a test which they can easily
understand and apply. A bright line test
for jurisdiction will enable litigants to
know when to retain admiralty lawyers.
With the present test, non admiralty

lawyers and judges will continue to be

’ ,

45

tempted to apply the law they know - state
law - in close cases or even in cases not
so close. Existing practice in state
court does not necessarily bear out the

observations in Grubart that the

“customary practice in seeing jurisdiction
as the norm when the tort originates with
a vessel in navigable waters, and in
treating departures from the locality
principle as the exception". 115 S.Ct. at
1055. The need will still exist post

Grubart for a test which is wholly

objective at least insofar as shipboard

incidents are concerned.

The case is also important from the
admiralty contract jurisdiction
Standpoint. The courts of appeal here
demonstrated a basic lack of understanding

about when a contract falls within

admiralty jurisdiction. The court of

46

appeal utterly failed to consider that
petitioner contracted with Stop for
equipment that was used on a vessel. The
nexus requirement for contract juris-
diction as defined by the admiralty tort
jurisdiction cases will cause courts to
continue to grapple with the problem of
whether an agreement to equip a vessel

should per se be recognized as within

admiralty contract jurisdiction.

47

5 EATER es DRM RENE SPIELE oe Le

CONCLUSION

Petitioner prays that certiorari

SOAR A Tyg Cr PRE RR EET OEE ONE BETS LRTI!

issue to the Louisiana Court of Appeal,

First Circuit for the foregoing reasons.

em 9

Respectfully submitted
John Blackwell,

Counsel of Record

NE eran ee OR A IES ALS 9

GIBBENS, BLACKWELL & STEVENS

ree ererer ogee

P. O. Drawer 13910
New Iberia, LA 70562-3910
Tel: (318) 367-8517

Counsel for Petitioner

LNT OE FOE RY BRN ONE OMEN EE = + Pree sa

a

By__}lan, :
|

John Blackwell

NO.

SUPREME COURT OF THE UNITED STATFS
October Term, 1994

ORYX ENERGY COMPANY,
Petitioner,

Vv.

YVETTE BOURQUE, WIFE OF AND STEVEN
BOURQUE, SAFETY TECHNOLOGY AND OILFIELD
PROTECTORS, INC. and AETNA CASUALTY
& SURETY COMPANY,

Respondents.

APPENDIX

INDEX FOR APPENDIX

Page
AMENDED ANSWER--------~--...___ l
REASONS FOR JUDGMENT OF STATE
TRIAL COURT-----~...............- 5
JUDGMENT OF STATE TRIAL COURT--- 51
OPINION OF STATE COURT OF
APPEAL----------.2--. 2222-22-88 58
DENIAL OF WRIT OF CERTIORARI BY
SUPREME COURT OF LOUISIANA------ 140
NOTICE OF EXTENSION OF TIME
TO FILE APPLICATION FOR
CERTIORARI << <00cc~s-ensnee cucu e 142

© DS 6 ey eh eee

YVETTE BOURQUE, : NO. 82,516-E
WIFE OF/AND
STEVE BOURQUE : 16TH JUDICIAL

DISTRICT COURT

PARISH OF ST. MARY

SUN GAS COMPANY,

INC., ET AL : STATE OF LOUISIANA

AMENDED ANSWER

Defendants, SUN GAS COMPANY, INC.,
SUN EXPLORATION AND PRODUCTION COMPANY and
SUN OPERATING LIMITED PARTNERSHIP,
appearing through undersigned counsel,
amend their answer to the petitions of
plaintiff as follows:

Ly

By adding as an additional paragraph

the following:

"At all times material herein,

plaintiff was working on a barge on

navigable waters in a maritime employment
such that he was a covered worker under
the United States Longshoremen's and
Harbor Workers' Compensation Act, 33
U.S.C. Section 901, et seq., that his
claim and all incidental claims are
governed by the maritime law and in
particular 33 U.S.C. Section 901, et seq,
to the exclusion of all state law claims
including all claims under Civil Code
Articies 2315, 2317, 2322, 2313.3 ane
further to the exclusion of any liability
for engaging in an ultrahazardous activity
and further defendants aver that at all
times material herein, they were the
"vessel".

WHEREFORE, defendants, SUN GAS
COMPANY, INC., SUN EXPLORATION AND
PRODUCTION COMPANY and SUN OPERATING
LIMITED PARTNERSHIP, pray that after due
proceedings had, the demands of Steve

Bourque and Yvette Bourque be rejected and

LE — eee

there be judgment in favor of defendants
dismissing plaintiff's petition with
prejudice at petitioner's cost and for all

other relief to which defendants are

entitled in the premises.
GIBBENS & BLACKWELL
P. O. Drawer 13910
New Iberia, Louisiana 70562-3910
Telephone: (318) 367-8517
Attorneys for Sun Gas Company,
Inc., Sun Exploration and
Production Company and Sun
Operating Limited Partnership
By/s/ John Blackwell

John Blackwell

ORDER

Considering the foregoing,
IT IS HEREBY ORDERED that defendants
be and the same are hereby allowed to file

the foregoing amended answer.

Franklin, Louisiana, this 2lst day of
September, 1988.

/s/ M. J. McNulty, Jr.

JUDGE, 16TH JUDICIAL DISTRICT COURT

CERTIFICATE OF SERVICE

I hereby certify that a copy of the
foregoing Amended Answer has this date
been forwarded to all counsel of record by
depositing a copy of same in the U.S.
Mail, postage prepaid.

New Iberia, Louisiana, this 20th day
of September, 1988.

/s/ John Blackwell

John Blackwell

YVETTE BOURQUE and DOCKET NO: 82,516,

STEVEN BOURQUE DIVISION G
16TH JUDICIAL
VERSUS DISTRICT COURT

PARISH OF ST. MARY
SUN GAS CO., ET AL STATE OF LOUISIANA

This is a tort suit filed by Yvette
Bourque and Steven Gerard Bourque against
Sun Gas (now Oryx Energy) and STOP
(Safety Technology Oilfield Protectors),
both corporate defendants having their
principal place of business in Texas but
operating in Louisiana. Aetna Casualty
and Surety intervened as the worker's
compensation carrier for the company
(Pro Tech) which employed Steven Bourque
at the time of the incident which gave
rise to this suit. Steven Bourque seeks
damages for his injury, his medical

expenses (past and future), and his lost

wages (past and future). Aetna seeks to
recover from the two defendants for
reimbursement for amounts paid to Steven
Bourque in weekly indemnity benefits and
medical expenses. Those amounts reached
a total of $106,515.53 by the time of the
trial of this matter - and Aetna seeks
recovery of additional benefits which may
be paid from the date of trial forward
until the case is ultimately resolved.
Yvette Bourque has claimed damages

for loss of consortium.

sa tae Bt

The incident which gave rise to this

action occurred on February 9, 1987 as the

plaintiff Steven Bourque and another

employee of Pro Tech (a company

specializing in contracting to perform
"well testing" activities) were engaged in
what was hoped to be a routine test of a
well located at Belle Isle #13 in the
navigable waters surrounding the well.

The purpose of the test was to

~~

determine the productive capacity of the
well for the purpose of deciding whether
to bring it back into production. This
process required the "flowing" of the well
and the test of levels of fluids (oil and
other fluids) which would flow through
tanks especially rigged and designed for
that purpose.

When such wells are tested, an ever
present danger from the possible presence
of hydrogen sulfide exists. Hydrogen
sulfide (H2S) is, as was described by the
various experts, a colorless gas which is
not succeptable of olfactory detection
except at very low levels of
concentration. H2S is apparently a common
byproduct of the disintegration of organic
Matter and is not infrequently found in
oil below the surface. As the oil is
released into a tank, the H2S separates

from the liquid solvent and forms a deadly

layer of gas. The gas is referred to by

experts as a “cytachrome oxidase
inhibitor" which interferes with the
ability of human cells to utilize oxygen.
The brain and the central nervous system
are described as "target organs" which are
very susceptible to its effects.

Because the "well testing" techniques
common in the industry in 1987, and today,
required a man to climb atop the test tank
and lift a hatch (called a "thief hatch")
in order to drop a metal strap into the
test tank as a means of measuring
productive capacity, the danger of
encountering H2S arising from the open
hatch is ever present when testing a "sour
well," i.e. one in which H2S is dissolved
in the subsurface oil reserves.

As a result of the danger of H2S
exposure, well testers are trained in the
dangerous properties of H2S and are

trained to use a self contained breathing

apparatus (SCBA) designed to permit a

re ~

worker with reasonable safety to enter an
IDLH atmosphere (immediately dangerous to
life and health) containing toxic levels
of H2S. Companies such as defendant STOP
provide such equipment and, if necessary,
training to employees of companies, such
as Pro Tech (plaintiff's employer) which
specialize in performing such tests for
oil companies such as defendant, Sun Gas.
The well test at Belle Isle #13 in
February of 1987 was being conducted with
an awareness of the presence of H2S.
Tests in 1981 indicated that the well was
"sour" and, although the degree of
concentration is a sharply contested
matter, all of the evidence clearly shows
that H2S was found to be present in
potentially toxic concentrations. The
uncontested evidence shows that sun Gas
contracted with STOP to provide SCBA

equipment and monitors to detect and sound

warning alarms if concentrations of a

10

relatively low amounts of H2S were
detected in the atmosphere.

The contract between STOP and Sun Gas
contains an indemnity agreement by which
STOP agreed to indemnify Sun Gas against
claims arising from the testing of the
well. Whether that contractual agreement
is enforceable as between the parties
(STOP and Sun Gas) in view of the
Louisiana anti-indemmity provisions of La.
R.S. 9:2780 is also an issue in this
litigation.

In order to test the well at Belle
Isle #13, the well testing equipment and
operations were set up on two barges which
were moved adjacent to one another and
adjacent to the well because the well was
located in navigable waters. Thus,
whether this case should be governed by
principles of Louisiana tort law or by
maritime law is also an issue.

The defendants have sharply contested

bic

11

plaintiff's claim that he was exposed to
the H2S. They further raise questions
concerning whether any of plaintiff's
alleged neurological defects were the
product of H2S exposure (if plaintiff was
exposed) or rather were the result of
pre-existing injury, or malingering.

The uncontested facts show that at
about 10:30 a.m., the plaintiff (Steven
Bourque) and Ricky Rochel, a fellow
employee of Pro Tech, donned self
contained breathing gear and walked from
the "safe barge" to the "work barge" on
which the well testing apparatus was
located for the purpose of conducting a
test. Steve Bourque climbed to the top of
the tank, opened the "thief hatch" and
dropped the metal strap into the tank. He
rolled up the strap, closed the hatch, and
descended the ladder to the deck of the

barge, and collapsed. Rochel and others

saw Bourque collapse and ran to this aid.

12

They helped Bourque to his feet and
carried him from the work barge to the
safe barge. Medical assistance was
summoned and Bourque was eventually
transported by boat and then by helicopter
to the Lakewood Hospital Emergency room in
Morgan City, Louisiana. Bourque was
examined and eventually released shortly
thereafter. He was driven home and was
instructed to contact his family
physician.

Thereafter began a series of events
which plaintiffs contend were the result
of H2S exposure. Subsequently, this suit
was filed.

Although the incident in question
occurred aboard a barge moved adjacent to
a well locexed in navigable waters, this
court is convinced that Louisiana tort
law, not general maritime or admiralty

law, applies. The mere proximity of the

incident to navigable waters and the mere

13

fact that the incident occurred on a barge

located in such waters does not give the

activity the "salty flavor" required in

order for federal maritime law to govern.

As Judge Brown said in Domingue v. Ocean

Drilling, 923 F. 2d 393 (5th Cir. 1991),
"A specialty services contract (Wire
Line Services) related to oil and
gas exploration and drilling takes
on a salty flavor when the perform-
ance of the contract is more than
incidently related to the execution
of the vessel's mission." Id. at
396.

In Domingue, the court held that wire

line services are “distinctly non-maritime
in nature." Id. at 396, citing Thurmond
v. Delta Wells Surveyors, 836 F. 2d 952
(Sth Cir. 1988). See also Bergeron v.
Blake Drilling, 599 So. 24 827 (La. App.
Ist Cir. 1992). As Judge Savoie noted in

Bergeron, the Supreme Court of the United

14

States has set forth "two requirements for
admiralty jurisdiction: maritime locality
and maritime flavor." Id. at 835.
Although maritime locality is certainly
present here, the "well testing" process
was not performed in a manner different
from the way such testing would occur of a
land based well. The only difference,
according to the testimony presented,
would be the fact that the equipment could
be spread over a wider area. The
essential nature of the activity is
unchanged by its mere maritime locale.

The mere fact that there were warnings for
watercraft to remain out of the area (due
to the potential danger from possible H2S
discharge from the vents of the well
testing apparatus) does not govern. As

noted in Bergeron, even if there is a

potential hazard to maritime activity,
"the party seeking to invoke admiralty

jurisdiction must show a substantial

15

relationship between the activity giving
rise to the incident and traditional

maritime activity ...." Bergeron at

836. As stated earlier, the relevant
activity, well testing, like wire line
services, is an activity related to the
exploration for and production of oil and
gas. It is not "traditional maritime
activity."

Therefore, from this conclusion, this
court must find that the Louisiana law of
torts governs. Further, this court
reaffirms its earlier determination that
the provisions of the Louisiana Oilfield
Indemnity Act have the effect of rendering
void the indemnity provision of the
contract between Sun Gas and STOP. See
Matte v. Zapafa Offshore, 784 F. 2d 628
("a Cir. 1986); Lirette v. Union Texas
Petroleum, 467 So. 2d 29 (La. App. lst

16

Cir. 1985). The fact that the contract
itself provides that Texas law (which does
not prohibit such indemnity agreements) is
to govern in construing the contract is of
no avail to Sun Gas. Although Louisiana
does permit parties to select the law
which controls their contractual
relationship, this right must yield when
the "choice of law" provision violates the
public policy of the State of Louisiana
(as expressed in La. R.S. 9:2780). See

Matte, above; Lirette, above. As Judge

Politz said in Matte, “we will not
participate in such an obvious end-run of
the Louisiana Legislature's effort to
improve oilfield safety." Matte at 631.
Because the law of Louisiana controls
the determination of the questions of law,
the nature of the activity becomes 4
prominent factor in this litigation.
Plaintiffs urge that “well testing" of

this type, like the wire line services

17

involved in Bergeron, should be deemed
“ultra hazardous". See Kent v. Gulf
States, 418 So.2d 493 (La. 1982); Bergeron
v. Blake Drilling, above. As Justice
Lemmon said in Kent, such activities,
while reasonable and socially beneficial,
create a "high enough" risk of harm that
"the party ought not undertake the
activity without assuming the
consequences." Kent at 498. See also T.
Galligan, Strict Liability in Action: The
Truncated Learned Hand Formula, 52 La. L.
Rev. 323 (1991). Im Kent, the court said:

"For these particular activities,
Louisiana courts have imposed an
absolute (emphasis in original)
liability . . ., which virtually
makes the enterpriser an insurer.
The enterpriser, whether or not
negligent in any respect, causes
the damage, and the injured party
recovers simply by proving damage

18

and causation (emphasis in

original. In these cases of
absolute liability (or liability
without proof of negligence or

other fault), liability is

imposed as a matter of policy when
harm results from the risks inherent

in the nature of the activity ....

Kent, at 498.

See also Bergeron, above, quoting from

Kent.

As Professor Galligan wrote in
describing the Louisiana doctrine of
"absolute Liability”:

"In Kent, . .. , Justice Lemmon

referred to this category of

tort liability as ‘absolute
liability.’ In essence, it is

Louisiana's version of Rylands.

My colleague, Professor Frank
Maraist, like Justice Lemmon,
also calls this type of liability

19

absolute liability. [F. Maraist,
Louisiana Tort Law Cases and
Materials, Ch. 16 (1990).]

kk RK *
Generally, if the activity is one
which exposes the defendant to
Rylands-type liability, he or she
is liable despite the fact that
the social utility of the activity
may outweigh its risk. The
activity presents a reasonable
risk of harm but the defendant is
OCLLi Baeble. 66544 Utility is
greater than risk but the defendant
would nevertheless be found liable
under an absolute liability theory.

kkk *
In any absolute liability case,
balancing is necessarily involved;
however, that balancing usually
takes place at the activity level.

Should one who engages in this

20

reasonable, but dangerous,
activity pay the damages she
causes even though she has acted
reasonably? Courts decide whether
or not, given the policies at stake,
it is appropriate to impose Rylands-
type liability upon the activity in
question. Once a court determines
an activity is within (or without)
the scope of Rylands absolute
liability, it, in effect, creates a
categorical rule. Trial courts do
not subsequently engage in a risk/
utility balance at a case specific
level." 52 La. L. Rev. at 336-337.
Professor Galligan also points out that
whether an activity is "ultra hazardous"
(abnormally dangerous) is a question of
law. 52 La. L. Rev. at 337. However, he
reminds the reader that “whether or not
the risk is within the scope of

defendant's absolute liability is always

21

an issue. ... [P]roximate cause or scope
of duty is still an issue." 52 La. L.
Rev. at 338.

This case thus requires this court to
determine whether the specific type of
activity involved should be deemed "ultra
hazardous." As the court of appeal in

Bergeron said:

"In Triplette v. Exxon Corp.,

554 So. 2d at 1362, the court
stated that the following elements
are used to determine whether an
activity is ultra hazardous; the
activity must relate to land or
some other immovable; the activity
itself must cause the injury, and
the defendant must be engaged
directly in the injury producing
activity; the activity must not
require substandard conduct to
cause injury. This third element

requires that the activity ‘can

22

cause injury to others even when
conducted with the greatest
prudence and care.' Triplette v.
Exxon, 554 So. 2d at 1362. In
Triplette, our court decided
whether the defendant was engaged
in an ultra hazardous activity on
the issue of whether the activity's
risk of harm could be eliminated
through due care to be the salient

issue ...." Bergeron, at 838.

The court must apply the principles
set forth to the activity involved in this
case: sending a man to the top of a tank
known to contain potentially toxic levels
of a deadly gas for the purpose of his
opening a hatch to test fluid levels, a
procedure which will release the gas, if
present, in close proximity to him. The
activity is, as was shown by the testimony
presented in this case, fraught with

danger even if the man is wearing a

23

positive pressure self contained breathing
apparatus which he has been trained to use
in a proper fashion. Although, as noted
by Justice Lemmon in Kent, and by
i »ofessor Galligan in his article,

Siana cases finding activities to be
"u. ca hazardous" normally involve
situations in which the "victim seldom has
the ability to protect himself," this
court is satisfied that this criteria, if
it is a "criteria," has been satisfied
here. See Kent, at 499. See also T.

Galligan, Strict Liability in Action,

above.

The procedures utilized by the
industry to endeavor to protect workers
who are sent into "IDLH" atmosphere
(immediately dangerous to life and health)
are not "fool proof." The positive
pressure respirators used in this well
test process (Litton SCBA units) were

shown to be "state of the art." A strong

24

emphasis was placed on safety training and
on being sure that the well testers were
skilled in the proper use of the
respirators and of the importance of
securing a good "face seal" despite the —
added safety of the “positive pressure"
respirators. In such devices, air flows
out of the mask if the seal is slightly
broken - rather than ambient air leaking
into the "negative pressure". The very
mature of the physical activity (climbing
ladders, opening hatches, dropping lines
into hatches, etc.) gives rise to a very
substantial risk that even a careful
worker may dislodge his mask. If the seal
is broken or is not fixed properly in the
first place, there is a risk that ambient
air may intrude into the mask. This court
accepts the testimony of the witnesses who
said that the "eddy effect" can produce an
intrusion despite the "positive pressure"

insiae the mask.

25

Despite the fact that the precautions
taken in the detonating procedures
employed in wire line testing are designed
to prevent premature explosions (and
resultant injury), the court of appeals in

Bergeron found wire line testing to be

“ultra hazardous." This court sees a
clear analogy between exposing (of
necessity) men to the risks associated
with detonation of explosives and exposing
(again, of necessity) men to highly toxic
gas (such as H2S).

The fact that the common practice in
the industry was not to have "sight
glasses" affixed to tanks for the purpose
of gauging production levels without
opening a hatch does not mean that the
entire industry is or was negligent. For
various sound reasons which were explained
by witnesses, the procedure utilized in
this case was the common practice in

February of 1987 - and remains so today.

26

The utility of the endeavor and the
industry's efforts to preclude injury by
taking reasonable and normally effective
safety measures does not preclude a
finding that the activity was ultra

hazardous. See Galligan, Strict Liability

in Action, above.

Having determined that the activity,
"strapping a well" through the "thief
hatch" in well testing a "sour (H2S) well"
is an ultra hazardous activity, this court
must determine whether the alleged injury
in this case fell within the scope of the
risk. This is a very easy decision. The
danger of H2S exposure is the danger which
makes this procedure "ultra hazardous"
and, obviously, such exposure is the
primary risk involved.

Thus, Sun Gas, not STOP, was engaged
in an ultra hazardous activity. It is
therefore "absolutely liable" if Steven

Bourque was injured and if such activity

27

was the cause of Steven Bourque's injury.
STOP's activity, rental of safety
equipment, is not ultra hazardous and STOP
is liable only if negligent conduct on
STOP's part was a contributing factor in
producing injury.

The evidence presented at trial
revealed no negligence on the part of
either STOP or Sun Gas. There is no
evidence that the equipment furnished by
STOP malfunctioned or that STOP was
negligent in any fashion. Furthermore,
despite the inherently dangerous nature of
the activity involved, Sun Gas did
everything feasible to eliminate risks of
harm. As was made clear, particularly by
the testimony of Mr. Montgomery, a
petroleum engineer with extensive
experience, there were no steps that Sun
Gas could have taken which might have
reduced the chance that an accidental

exposure, as was involved in this case,

would have occurred. The placement of

"bug blowers" was impractical due to the
configuration of the equipment. Burning
("flaring"), as opposed to "venting," the
H2S produced in the tank created risks of
its own. And, as noted, the use of "sight
glasses" to avoid the need to open the
tank (thereby eliminating the greatest
danger of H2S exposure) was not an
industry practice. Therefore, the court
rejects any suggestion that punitive
damages pursuant to La. C.C. art. 2315.3
are appropriate.

STOP would only be liable to judgment
if required to indemnify Sun Gas.
However, due to the unenforcibility of
that provision pursuant to the Louisiana
statute (discussed above), STOP is not
liable for any damages which may have been
occasioned by plaintiffs. This suit is
dismissed as to STOP.

—— OO eS es ee ee ee wee

29

The most difficult issues in this
case remain to be resolved. They
obviously are whether Steven Bourque
suffered an exposure to H2S (by the
invasion of the gas into his face mask)
and whether (and to what extent) he
suffered injury caused by his exposure.
Most of the testimony in this case focused
the court's attention on these issues. As
z this court stated at the end of the

presentation of evidence, counsel for all

t three of the principal parties in this
litigation (the Bourques, STOP, and Sun
4 Gas) did a remarkably excellent job in
presenting direct and circumstantial
evidence in support of their respective

¢ positions. While the highly competent and

Dh ee NN

professional job by counsel clearly
defined the issues of law and fact for the
court, the issues of fact were vigorously
contested and are very difficult to

: decide. Knowing that the court of appeal

30

can review the record in this case (as was
ably developed by counsel) and can correct
manifestly erroneous factual determina-
tions (as well as errors of law) provides
this trial court with some measure of
comfort to offset the difficulty in
deciding these basic factual issues.

Despite the presence of significant
conflicting evidence, this court finds
that the evidence preponderates in favor
of a finding that Steven Bourque was
exposed to hydrogen sulfide while
"strapping the tank” at about 10:30 a.m.
on February 9, 1987.

Several factors lead this court to
this conclusion. The major factor is the
obvious and unquestioned presence of
hydrogen sulfide being given off by the
"sour well" at Belle Isle #13 which was
being tested. Although there was a sharp
conflict over whether the concentration of

H2S was in the approximate range of 14,000

31

as opposed to 1400 ppm in the test tank,
either amount could produce serious injury
or death. At the higher concentration,
the gas is even more lethal and an
intrustion of a very small amount of
ambient air at that concentration could
produce serious consequences for a human
being who inhaled the gas. The evidence,
while conflicting, nevertheless clearly
shows that H2S was present in the tank in
concentrations which could produce the
symptoms displayed by Steven Bourque
immediately after inhaling. The fact that
the alleged damage was as mild as it was
in comparison to the possible harm from
H2S exposure of higher concentration is
not inconsistent with exposure even
accepting the defendants' evidence tending
to prove the lower concentration.

The court, as noted earlier, also
accepts the opinion expressed by

plaintiff's witnesses who testified that a

32

breach of the face seal of a "positive
pressure" respirator mask will sometimes
permit intrusion of ambient air due to an
“eddy effect." This is certainly a
critical finding because the court does
not find that the Litton SCBA unit being
used by Steven Bourque malfunctioned on
the day in question.

The inability of the defendant to
produce the unit used by Steven Bourque
does not lead the court to conclude that
the unit did not function properly.
Testimony established that all units
provided by STOP for the Sun Gas well test
at Belle Isle #13 were tested and found to
be in good working order. After the
incident, the unit worn by Steven Bourque
was tested, among the others, and was
found to be in good operating order.
Further, that unit was used by an employee

later that day. Steven Bourque did not

detect any problem with the unit he was

33

wearing at the time of the incident. He
was experienced and trained in the proper
use of a SCBA.

The failure of Sun Gas and STOP to
isolate effectively the unit Steven
Bourque was wearing is very unfortunate.
Its absence prevented Sun Gas from proving
that no intrustion could have occurred
even if the face seal was broken in such a
fashion as would only produce the alleged
"eddy effect" (rather than a larger breach
- which plaintiff would have noticed - and
which plaintiff testified did not occur).

The court is also impressed with the
fact that the circumstances and the
symptoms presented by Steve Bourque led
the various assembled other workers,
safety technicians, supervisors, etc. to
conclude the Mr. Bourque had suffered a
"hit" with H2S.- What they saw was, in
their minds, consistent with plaintiffs

position at trial: i.e., that he received

ce
Fs Be OES WS

sae

A oT ESS EE MLR ELAM NS ER TBO LPL

34

some degree of exposure. Although able
defense counsel elicited evidence that
Steven Bourque did not present certain
symptoms - and that some symptoms,
especially dizziness, were pre-existing
complaints in his military health records,
or could have been produced by fatigue,
the symptoms were consistent with an
exposure to the level of concentration
suggested by Dr. Alexander, one of the
plaintiff's experts.

If ambient air containing a fatal
concentration of H2S entered the mask due
to a breach in the face seal, the diluting
effect of the "good air" in the mask would
help to protect the SCBA wearer even
though some exposure might occur. The
exposure could not have been extremely
high because otherwise immediate loss of

consciousness or death would have

occurred.

35

In this case, Steven Bourque began to
feel “light headed," rolled up the tape,
closed the "thief hatch" and climbed down
the ladder to a point very close to the
barge deck - and collapsed, causing his
co-workers to come to his rescue.

The court does not believe that the
entire scenario was a "show" enacted for
the purpose of initiating this action.

The evidence convinces the court that
"something" made Steven Bourque feel the
necessity to dismount. He reacted as
responsibly as he could under the
circumstances and got down as promptly as
possible.

His earlier failure to achieve a good
face fit may have some bearing on this
matter. The testimony of the plaintiff
Steven Bourque established that he
initially failed to secure a good "face

fit." He subsequently adjusted his mask

and secured what he believed was a good

36

face fit. He did a "negative pressure"
exercise - breathing in with the mask in
place and lowering his head while shaking
his head to test whether the mask would
stay in place. He thereafter placed the
straps in place to hold the mask firmly
affixed in proper position. He then
proceeded to the work barge. Although he
felt on his second try that he had a good
fit, the court finds that the
circumstances, in light of subsequent
events, show that his "fit" did not hold.
He testified that he was unaware of the
problem and was sure that he did not hit
an object causing the mask to be
displaced. However, all of the evidence
convinces this court that the seal must
have been broken in a sufficient degree to
permit some “eddying intrustion" without

his being aware (until symptoms became

apparent) and without permitting intrusion

37

of a large enough quantity of the ambient
air to cause far more serious harm.

The only logical explanation (given
the finding that the Litton SCBA unit was
not deficient) is that Steven Bourque
failed to detect a face mask leak which,
due to the “eddy effect," allowed an
intrusion of H2S contaminated ambient air.
Because securing and maintaining a face
seal is the responsibility of the wearer
of the SCBA equipment, Steven Bourque was
to some degree at fault for the condition

which led to his H2S exposure.

Whether principles of "comparative
negligence" should apply to a case

involving absolute liability is not clear.

PA eA eT NT CINE Br WN tet NOR EH mR

» While Civil Code Article 2323 refers to
injury (loss) suffered "as a result partly
of his own negligence and partly as a
result of the fault of another," absolute

liability does not require a showing of i:

"fault" in the sense of

38

requiring proof of negligence.
Nevertheless, principles of comparative
fault have been applied in "strict
liability" cases. See Pelt v. City of
DeRidder, 553 So. 2d 1097 (La. App. 3rd
Cir. 1989) and the cases cited therein.

See also, Galligan, Strict Liability in

Action, above. Therefore, the court feels
bound to endeavor to assess a percentage
of "fault" to Steven Bourque.

Recognizing the inherent difficulty
in using mathematics to express a
relationship between the "inattention" of
Steven Bourque (which may easily have been
the product of fatigue), the court finds
that his failure to assure that his face
mask was properly in place must be
enukgeed 202% fault in connection with the
"loss" occasioned to him by the
overexposure.

The question remains regarding the

consequences or "loss" suffered by Steven

39

Bourque as a result of his exposure. That
question raises two complex issues: The
neurological effects (if any) produced by
the exposure (as opposed to effects
produced by other causes) and the economic
value to be assigned to such loss.

The parties presented the court with
a truly impressive array of conflicting
expert opinion presented by witnesses
infinitely better qualified than the court
to draw conclusions regarding "cause" and
"effect." Plaintiffs' experts gave very
convincing explanations of their opinions
that Steven Bourque suffers from
neurological defects which are consistent
with the type of neurological injury found
in persons known to have been exposed to
toxic concentrations of H2S. However, as
this court assesses that testimony, Steven
Bourque's prior head injury and

significant abuse of substances (alcohol

and marijuana) could also have produced

40

the detected anomalies. The defense
experts also gave very convincing
testimony to the effect that the
neurological tests and evaluations failed
to disclose the presence of the sorts of
defects alleged by the plaintiffs.

Considering all of the evidence of
the experts, and the evidence showing
Steven Bourque's- propensity to malinger
and prevaricate, the court does not find
that the evidence preponderates in favor
of finding that Steven Bourque suffered
permanent neurological damage from his
exposure to H2S on February 9, 1987.

The court was impressed with the
testimony of Dr. Thomas Latour, a
psychiatrist who treated Steven Bourque
for an extended period fo time. Dr.
Latour did not simply conduct evaluations
for purposes of rendering expert

testimony. He was trying to help Steven

Bourque, a man shown to have had

41

significant psychological disorders before

the incident in question, to cope with an

- en ae

anxiety disorder. Dr. Latour found

symptoms displayed by Steven Bourque which

Fa Ee FEE ON ee ee ee PO at ee
ae he ee a ee we ye 5 ke

convinced him (as the symptoms had earlier
convinced Dr. Boyer) that Bourque suffered
-a@ post-traumatic stress disorder of a
chronic type. Dr. Latour has treated
others who suffered for similar disorders
resulting from oilfield related accidents.
The court finds that Steven Bourque's
exposure to H2S on February 9, 1987 caused
him to experience such fear and anxiety
that he can no longer work as a well
tester. The court believes his testimony
about his grave anxieties concerning his
return to well testing. He was aware of
the dangers of H2S and when he became
aware that he experienced an exposure the
diagnosed post-traumatic stress disorder

resulted. Whether this condition would

have been produced in someone without

42

Steven Bourque's pre-existing emotional
disorders (as reflected by the various
psychological tests) is not at issue.

The diagnosis of Dr. Latour is
certainly consistent with the bizarre
behavior exhibited by Bourque in the
months following his accident. The court
does not believe that the nightmares and
instances of incontinence did not occur.
Dr. Latour's assessment explains the
plaintiff's behavior and is consistent
with his pre-existing problems, and is
consistent with the absence of H2S caused
neurological damage.

Thus, the court concludes that the
exposure to H2S caused Steven Bourque to
experience post-traumatic stress disorder
which has impaired his ability to seek
employment as a well tester (or in any

other job requiring him to be exposed to

the dangers normally associated with the

43

exploration and production of oil and
gas).

His disorder created a disruption of
his relationship with Yvette Bourque.
Although their relations were good at the
time of trial, she experienced a loss of
consortium during the months Steven
Bourque was endeavoring to reshape his
life following the accident.

Aetna as intervenor is also, through
this action, entitled to recover the
medical expenses and indemnity benefits

stipulated to have been paid.

Steven Bourque is also entitled to an

award which will cover his future expenses

for psychiatric treatment related to his
post-traumatic stress disorder. Steven
Bourque has further established that he
will not be returning to work in well
testing. He must seek, and the court
finds he is capable of seeking, other
compensable employment.

ie eee Se oe ee eee ee ry ~~ > |

a

4h

Fixing a monetary award is also very
difficult - except for the stipulated
medical expenses and indemnity benefits.
Those amounts were stipulated to come to a
total amount of $106,515.53. Those
expenses were occasioned as a result of
Bourque’s exposure and resultant post-
traumatic stress disorder.

Mrs. Yvette Bourque's loss of
consortium is difficult to evaluate. The
evidence portrayed a somewhat "stormy"
relationship wich is apparently better
(now that both have become active
Christians) than the relationship was
prior to the accident. His emotional
condition prior to the accident was less
than ideal. Nevertheless, during the
months following the accident, he was more
violent and difficult to live with than
before. Thus, Mrs. Bourque is entitled to

compensation for the "loss of consortium"

she experienced while Steven was

45

endeavoring to grapple with his stress
disorder. The court, recognizing the
difficulty of assessing value, awards
$3000.00 to Mrs. Bourque.

The award of future medical expenses,
by its very nature, tends to be somewhat
speculative. The plaintiff has, however,
proven that some psychiatric counseling
will likely be necessary in the future.
Dr. Latour felt that counseling will
likely be necessary from time to time
during periods of stress. The cost of
each session may range from $100.00 to
$250.00. Because of the difficulty of
predicting the need for future visits, the
court finds that plaintiff may need to
seek such treatment on numerous occasions
in the future. The court will use the
$250.00 per visit figure and award
$10,000.00 in future medical expenses to
the plaintiff.

46

Quantifying the plaintiff's damages
for the physical, psychiatric, and
emotional disorders occasioned by his H2S
exposure is difficult. The ill feelings,
nightmares, and emotional trauma are
certainly compensable. The "discomfort"
occasioned by the exposure was very real
to Steven Bourque. However, the evidence,
as noted earlier, shows that Steven
Bourque had significant pre-existing
problems. Discovering which were
"symptoms" of the post-traumatic stress
disorder, which were aggravated by the
disorder, and which were merely pre-
existing emotional problems which
continued to manifest themselves, is very
difficult. Understandably, the defendants
emphasized his record of complaints to the
Army medical personnel during his rather
brief and somewhat unsatisfactory military

career.

47

Considering all of the evidence, the
court is satisfied that the sum of
$15,000.00 is a fair amount.

As has been stated frequently by
courts of appeal, a trial court is engaged
in an often speculative inquiry in
endeavoring to determine a plaintiff's
loss of future income. Because the
primary injury here is the post-traumatic
stress disorder, determining the loss of
past income is also difficult. Plaintiff
tried to go back to the oilfield. He did
not try to find other employment. During
a period of time following his accident,
he was undoubtedly "disabled" from
performing any work due to his psychiatric
condition. However, he chose, for
laudable reasons, to pursue a career of
service to the church, a decision which
may ultimately provide him with far
greater rewards than this court could

award. ‘“evertheless, as much as this work

. eee : re aS Se rR A Oe TRE Te ee ee eee 5 Ii Bs
SAS Ee RE GRO ee Mea kat RT Ne ae rT pe BY erin Be 5 ma

48

has provided him (as confirmed by Dr.
Latour) with a sense of emotional and
spiritual growth and helped him to achieve
emotional stability, his choice to pursue
a relatively impecunious (but spiritually
rewarding) position in church work was a
voluntary decision. His injury did not,
from a legal perspective, "cause” him to
chose to follow the teaching of his
church.

The court has studied the economists’
reports and rehabilitation specialists’
reports which are included in the record.
The court is aware from the testimony that
"well testing” provides, like other
oilfield work, an uncertain future.
Whether Steven Bourque would have
voluntarily quit after a few more years is
not at issue. His post-traumatic stress
disorder deprived him of the opportunity

to continue to engage in well testing,

which was clearly shown to be the

49

most lucrative job plaintiff could
perform.

Nevertheless, considering all of the
evidence, some employment could have been
sought and provided plaintiff with income
prior to the trial - other than the low
paying church work which plaintiff chose

to pursue. aps

The court, recognizing the

speculative nature of this award, finds
that the dollar figure should be assigned

to plaintiff's loss past wages to be
$75,000.00, much of which was paid to him
in compensation benefits for which inter-
venor is entitled to be recompensated.
The court finds the amount of $150,000.00
to be a fair amount to compensate him for
his loss of earning capacity. The court,

in an effort to provide plaintiff a fair

opportunity to achieve his maximum earning

potential, will award an additional

50

$2,000.00 to assist plaintiff in securing
rehabilitation counseling.

Wherefore, the plaintiffs, Yvette and
Steven Bourque, and Aetna, as intervenor,
are entitled to judgment against Sun Gas
in the amounts set forth in this opinion,
with legal interest. The case is
dismissed against STOP. Sun Gas is
ordered to pay costs of these proceedings.

A judgment will be signed in
accordance with the cakatna set forth 2

herein.
This 15th day of October, 1992.

/s/ Cheney C. Joseph, Jr.

Chency C. Joseph, Jr.

Judge Pro Tempore

YVETTE BOURQUE,
WIFE OF/AND
STEVEN BOURQUE

VS.

SUN GAS COMPANY,
ET AL

51

NO. 82,516"E"

16TH JUDICIAL

DISTRICT COURT

PARISH OF ST. MARY

STATE OF LOUISIANA

RP lade oo itis pe ee he a oe NN EA

eo

JUDGMENT

This matter came on for trial on l

June, 1992 and following days.

a a

Bt Se RO ae.

52

PRESENT: STEPHEN B. MURRAY and
PATRICIA R. MURRAY attorneys for
plaintiffs YVETTE BOURQUE and STEVEN
BOURQUE:

JOHN BLACKWELL sttoukey ter ORYX
ENERGY COMPANY, formerly Sun Gas Company;

TIMOTHY F. BURR and SCOTT A. SOLE
attorneys for SAFETY TECHNOLOGY OILFIELD
PROTECTORS, INC.;

MICHAEL S. O'BRIEN attorney for
intervenor AETNA CASUALTY & SURETY
COMPANY.

The Court having heard the evidence
and considering the law and arguments of
counsel and for written reasons assigned
on 15 October, 1992, finding that G
Louisiana law is applicable to all claims;
that Oryx Energy Company and Safety
Technology Oilfield Protectors, Inc. were
not negligent but that Oryx Energy Company

was liable to plaintiffs because the

activity being performed at the time of

4's lil
errs,

53

the incident was ultrahazardous; that
plaintiff Steven Bourque was comparatively
at fault for 20% of his damages; that

Steven Bourque's damages were as follows:

Past medical expenses - $39,065.15
Future medical expenses - 10,000.00
Lost Wages - 75,000.00

Loss of earning capacity- 150,000.00
Vocational rehabilitation
counseling - 2,000.00
Physical and mental pain
and suffering - 15,000.00
that Yvette Bourgue's damages for loss of
consortium were $3,000.00; and, that Aetna
Casualty & Surety Company as intervenor
had paid in compensation benefits

$106,515.53.

WHEREFORE:
IT IS ORDERED, ADJUDGED AND DECREED

that there be judgment in favor of

54

intervenor AETNA CASUALTY & SURETY COMPANY
and against ORYX ENERGY COMPANY in the
amount of $85,212.42 with legal interest

from date of judicial demand;

IT IS FURTHER ORDERED, ADJUDGED AND
DECREED that there be judgment in favor of
STEVEN BOURQUE and against ORYX ENERGY
COMPANY in the amount of $147,639.70 with .
legal interest from date of judicial

demand;

IT IS FURTHER ORDERED, ADJUDGED AND
DECREED that there be judgment in favor of
YVETTE BOURQUE and against ORYX ENERGY 4
COMPANY in the amount of $2,400.00 with |
legal interest from date of judicial

demand;

IT IS FURTHER ORDERED, ADJUDGED AND
DECREED that the issue of Moody fees and

expenses is pretermitted and will be

55

decided by way of post-trial motions.

IT IS FURTHER ORDERED, ADJUDGED AND
DECREED that all claims including the
ES principal demand and the third party
: demand of Oryx Energy Company for
indemnity and contribution against SAFETY
TECHNOLOGY OILFIELD PROTECTORS, INC. be
and the same are hereby DISMISSED with

prejudice.

IT IS FURTHER ORDERED, ADJUDGED AND
DECREED that ORYX ENERGY COMPANY be cast

forall costs.

THUS DONE AND SIGNED this seventh day
of December, 1992, in :

Louisiana.

/s/ Marcus A. Broussard, Jr.

for CHENEY C. JOSEPH, JR.

JUDGE PRO TEMPORE

56

16TH JUDICIAL DISTRICT COURT
PARISH OF ST. MARY
STATE OF LOUISIANA

APPROVED AS TO FORM:

/s/ Stephen B. Murray

STEPHEN B. MURRAY

/s/ Patricia R. Murray

PATRICIA R. MURRAY

Attorneys for Plaintiffs

/s/ John Blackwell

JOHN BLACKWELL

Attorney for Oryx Energy

Company

57

/s/ TIMOTHY F. BURR
TIMOTHY F. BURR

Attorney for Safety
Technology Oilfield

Protectors, Inc.

not approved: M.S.O'B.

MICHAEL S. O'BRIEN |
|

Attorney for Intervenor

58

NOT DESIGNATED FOR PUBLICATION

STATE OF LOUISIANA

COURT OF APPEAL

FIRST CIRCUIT

93 CA 2213

YVETTE BOURQUE, WIFE OF, AND
STEVE BOURQUE

VERSUS

SUN GAS CO., INC. AND SAFETY TECHNOLOGY
AND OILFIELD PROTECTORS, INC., ET AL
(ORYX ENERGY COMPANY, THIRD PARTY
PLAINTIFF AND DEFENDANT-APPELLANT)
JUDGMENT RENDERED: October 7, 1994

59

ON APPEAL FROM THE SIXTEENTH JUDICIAL
_ DISTRICT COURT (NUMBER 82,516),
PARISH OF ST. MARY, STATE
OF LOUISIANA

HONORABLE MARCUS A. BROUSSARD, JR., JUDGE

AND HONORABLE CHENEY C. JOSEPH,

JUDGE PRO TEMPORE. |

ze aeaeKRkKR

Mr. Stephen B. Murray
Ms. Patricia R. Murray

New Orleans, Louisiana

Mr. John Blackwell

New Iberia, Louisiana

Counsel for
Plaintiffs/
Appellants,
Yvette and Steve
Bourque

Counsel for
Defendant /
Appellant, Sun

Gas Co., Inc.,/

Oryx Energy
Company

4
:
: *
oe
js
#

iH
y.
ie

Ae GROn NR ee ds pees ea RES ay Cem ee Ee aes

re coh

Tape ta thn phe king aah

ah at OS Oi ey tl iets ek Dy Bi

re peel eet

60

Mr. Michael S. O'Brien

Lafayette, Louisiana

Mr. Scott A. Soule

New Orleans, Louisiana

Mr. BP. Bruin Hays, If!

New Orleans, Louisiana

Counsel for
Intervenor, Aetna
Casualty & Surety
Counsel for
Defendant/
Appellee, Safety
Technology and
Oilfield

Protectors, Inc.

2:22: 3 2

BEFORE: GONZALES, FOGG AND PARRO, JJ.

GONZALES, J.

This is a tort suit filed by Steve

and Yvette Bourque for injuries sustained

by Mr. Bourque while engaged in the

testing of a well located near Belle Isle,

Louisiana. On December 7, 1992, the trial

i448
a AS

a

61

court signed a judgment , | finding (1)

that the owner of the well, Sun Gas
Company, Inc. (Sun Gas) (subsequently
referred to as Oryx Energy Company
(Oryx)), was liable to the Bourques based
on its conclusion that the activity at
issue was ultrahazardous; (2) that Mr.
Bourque was comparatively at fault for 202%
of his damages; (3) that Oryx was liable
to Aetna Casualty & Surety Company
(Aetna), the workers’ compensation insurer
of Mr. Bourque's employer, Pressure Read
Out Technology, Inc. (Pro-Tech), for
reimbursement of amounts paid to Mr.
Bourque; (4) that there was no negligence
on the part of Safety Technology and
Oilfield Protectors, Inc. (STOP), a

1 The Honorable Cheney C. Joseph,
Jr., Judge Pro Tempore, presided over the

trial of this case and also rendered the

December 7, 1992 judgment.

‘in hy
Ee a ee Fenn Oe

me A
rere te D ‘

ake

62

company which provided certain safety
equipment to Oryx for use during the well
testing, and that all claims by Oryx
against STOP were to be dismissed with
prejudice; and (5) that the issue of Moody
fees and expenses was to be pretermitted
for decision by way of post-trial motions.
On May 4, 1993, the trial court signed a
judgment , * denying plaintiffs' motion to
tax Moody costs, denying STOP's motion to
tax costs against plaintiffs, and granting
plaintiffs' motion and STOP's motion to
tax costs and expert fees against Oryx.

Following entry of the trial court
judgments, appeals were lodged by Oryx and
by Mr. and Mrs. Bourque.

2 The Honorable Marcus A. Broussard,

Jr. rendered the May 4, 1993 judgment.

63

Oryx raises the following assignments

of error:

Me The trial court erred as a
matter of law in applying state
law instead of maritime law and
finding Oryx was liable for
engaging in an ultrahazardous
activity.

as The trial court erred in holding
that the contract between Oryx
and STOP was not a maritime
contract and thus was voided by

the Louisiana Oilfield Anti-
Indemnity Act, La. R.S. 9:2780.

3. The trial court erred in finding
that a weil test conducted on a
barge in the presence of H2S was

3 an ultrahazardous activity

| because that activity does not
relate to land and if the

testing is done safely with

the proper equipment there can

64

be no injury unless there is
substandard conduct.

The trial court's finding that
the plaintiff was exposed to H2S
through an undetectable leak and
the eddy effect was manifestly
erroneous and against the great
weight of the evidence.

If the plaintiff inhaled H2S
because of an undetectable leak
in the mask produced by the eddy
effect, the trial court was in
error as a matter of law in
finding STOP was not strictly
liable under Civil Code Article
2317 and negligent under Civil
Code Article 2315 because (1) it
was the only party that was
aware of the eddy effect, and
(2) it was the custodian of a

thing which was unreasonably

dangerous in normal use, i.e.,

eaten Ts
See ae

65

a SCBA unit which could allow
the intrusion of H2S into a mask
without the knowledge of the
user.

The trial court was clearly
erroneous when it failed to
assess plaintiff's comparative
fault not only by reference to
his substandard conduct but
also by his "awareness of the
danger."

The trial court was in error in
finding that plaintiff was
entitled to loss of earning
capacity where he retained the
physical capacity to earn the
same wages as before the
accident.

The trial court erred in taxing

as cost expert fees for time

not spent in court, gathering

66

evidence or preparing to
testify.

The Bourques raise the following

assignments of error:

The trial court erred when it
held plaintiff to be 202% at
fault, despite its finding that
he performed as he had been
trained and instructed, and
responded toc the emergency in
which he found himself as
responsibly as he could under
the circumstances.

YB The trial court's awards of
$15,000.00 in general damages
to Steve Bourque and $3,000.00
for loss of consortium to Yvette
Bourque were grossly inadequate.

KS The trial court erred when it
failed to assess Moody costs

against Aetna, the compensation

insurer.

67

The facts of this case were
succinctly set forth by the trial court in
its October 15, 1992 reasons for judgment,
as follows:

The incident which gave rise to
this action occurred on February 9,
1987 as the plaintiff Steven Bourque
and another employee of Pro Tech (a
company specializing in contracting
to perform "well testing" activities)
were engaged in what was hoped to be
a routine test of a well located at
Belle Isle #13 in the navigable
waters surrounding the well.

The purpose of the test was to
determine the productive capacity of
the well for the purpose of deciding
whether to bring it back into
production. This process required

the "flowing" of the well and the

test of levels of fluids (oil and
other fluids) which would flow

68

through tanks especially rigged and
designed for that purpose.

When such wells are tested, an
ever present danger from the possible
presence of hydrogen sulfide exists.
Hydrogen sulfide (H2S) is, as was
described by the various experts, a
colorless gas which is not
succeptable[sic] of olfactory
detection except at very low levels
of concentration. H2S is apparently
a common byproduct of the
disintegration of organic matter and
is not infrequently found in oil
below the surface. As the oil is
released into a tank, the H2S
separates from the liquid solvent
and forms a deadly layer of gas. The
gas is referred to by experts as a
"cytachrome[sic] oxidase inhibitor"

which interferes with the ability of

human cells to utilize oxygen. The

69

brain and the central nervous system
are described as "target organs"
which are very susceptible to its
effects.

Because the "well testing"
techniques common in the industry in
1987, and today, required a man to
climb atop the test tank and lift a
hatch (called a "thief hatch") in
order to drop a metal strap into the
test tank as a means of measuring
productive capacity, the danger of
encountering H2S arising from the
open hatch is ever present when

testing a “sour well," i.e. one in

which H2S is dissolved in the
subsurface oil reserves.

As a result of the danger of
H2S exposure, well testers are
trained in the dangerous properties

of H2S and are trained to use a

self contained breathing apparatus

70

(SCBA) designed to permit a worker
with reasonable safety to enter an
IDLH atmosphere (immediately
dangerous to life and health)
containing toxic levels of H2S.
Companies such as defendant STOP
provide such equipment and, if
necessary, training to employees
of companies, such as Pro Tech
(plaintiff's employer) which
specialize in performing such tests
for oil companies such as
defendant, Sun Gas.

The well test at Belle isle #13
in February of 1987 was being
conducted with an awareness of the
presence of H2S. Tests in 1981
indicated that the well was "sour"
and, although the degree of
concentration is a sharply contested
matter, all of the evidence clearly

shows that H2S was found to be

71

present in potentially toxic
concentration. The uncontested
evidence shows that Sun Gas
contracted with STOP to provide
SCBA equipment and monitors to
detect and sound warning alarms if
concentrations of ... relatively low
amounts of H2S were detected in the
atmosphere. 7

The contract between STOP and
Sun Gas contains an indemmity
agreement by which STOP agreed to
indemify Sun Gas against claims
arising from the testing of the
well. Whether that contractual
agreement is enforceable as between
the parties (STOP and Sun Gas) in
view of the Louisiana anti-indemnity
provisions of La. R.S. 9:2780 is
also an issue in this litigation.

In order to test the well at

Belle Isle #13, the well testing

72

equipment and operations were set
up on two barges which were moved
adjacent to one another and adjacent
to the well because the well was
located in navigable waters. Thus,
whether this case should be governed
by principles of Louisiana tort law
or by maritime law is also an issue.

The defendants have sharply
contested plaintiff's claim that he
was exposed to the H2S. They
further raise questions concerning
whether any of plaintiff's alleged
neurological defects were the
product of H2S exposure (if
plaintiff was exposed) or rather
were the result of pre-existing
injury, or malingering.

The uncontested facts show that
at about 10:30 a.m., the plaintiff
(Steven Bourque) and Ricky Rochel, a

fellow employee of Pro Tech, donned

73

self contained breathing gear and
walked from the "safe barge" to the
“work barge” on which the well
testing apparatus was located for
the purpose of conducting a test.
Steve Bourque climbed to the top of
the tank, opened the "thief hatch"
and dropped the metal strap into the
tank. He rolled up the strap, closed
the hatch, and descended the ladder
to the deck of the barge, and
collapsed. Rochel and others saw
Bourque collapse and ran to this
[sic] aid. They helped Bourque to
his feet and carried him from the
work barge to the safe barge.
Medical assistance was summoned and
Bourque was eventually transported
by boat and then by helicopter to
the Lakewood Hospital Emergency

room in Morgan City, Louisiana.

Bourque was examined and eventually

74

released shortly thereafter. He

was driven home and was instructed

to contact his family physician.

Thereafter began a series of

events which plaintiffs contend were

the result of H2S exposure.

Subsequently, this suit was filed.
APPLICATION OF STATE TORT LAW RATHER THAN
MARITIME LAW AND THE NON-ENFORCEABILITY OF

THE INDEMNITY AGREEMENT

In its assignments of error numbers
one and two, Oryx claims that the trial
court erred in determining that state law
governed this case as opposed to maritime
law. As a result of the trial court's
choice of law, Oryx claims that the trial
court also erred in finding that an
indemnity clause in the contract between
Oryx and STOP, whereby STOP agreed to
indemnify Oryx against claims arising from

the testing of the well, was unenforceable

under La. R.S. 9:2780, the Louisiana
Oilfield Indemmity Act.

With regard to his finding that
Louisiana tort law governed rather than
maritime law, the trial court stated:

Although the incident in
question occurred aboard a barge
moved adjacent to a well located
in navigable waters, this court
is convinced that Louisiana tort
law, not general maritime or
admiralty law, applies. The

mere proximity of the incident to

navigable waters and the mere

fact that the incident occurred
on a barge located in such waters

does not give the activity the

"salty flavor" required in order

for federal maritime law to govern.
As Judge Brown said in Domingue v.
Ocean Drilling [and Exploration
Company], 923 F.2d 393 (5th Cir.

76

1991), (cert. denied, U.S. .,

112 S.Ct. 874, 116 L.Ed.2d 779

(1992)].
"A specialty services contract
[Wire Line Services] related
to oil and gas exploration
and drilling takes on a salty
flavor when the performance
of the contract is more than
incidently [sic] related to
the execution of the vessel's
mission." Id. at 396.

In Domingue, the court held that

wire line services are "distinctly
non-maritime in nature.” Id. at 396,
citing Thurmond v. Delta [Well]
Surveyors, 836 F.2d 952 (5th Cir.
1988). See also Bergeron v. Blake
Drilling [& Workover Company], 599

So.2d 827 (La. App. lst Cir.) [writs
denied, 605 So.2d 1117, 1119 (La.
1992)]. As Judge Savoie noted

77

in Bergeron, the Supreme Court of the

United States has set forth "two ;
requirements for admiralty
jurisdiction: maritime locality and
maritime flavor." Id. at 835.
Although maritime locality is
certainly present here, the “well
testing" process was not performed
in a manner different from the way
such testing would occur of a land
based well. The only difference,
according to the testimony
presented, wculd be the fact that
the equipment could be spread over

a wider area. The essential nature
of the activity is unchanged by its
mere maritime locale. The mere fact
that there were warnings for
watercraft to remain out of the area
(due to the potential danger from

possible H2S discharge from the

vents of the well testing apparatus)

78

does not govern. As noted in

Bergeron, even if there is a

potential hazard to maritime
activity, "the party seeking to
Linvobe: edebveies jurisdiction must
show a substantial relationship
between the activity giving rise
to the incident and traditional
maritime activity ....'' Bergeron
at 836. As stated earlier, the
relevant activity, well testing,
like wire line services is an
activity related to the exploration
for and production of oil and gas.
It is not “traditional maritime
activity."

Therefore, from this conclusion,
this court must find that the
Louisiana law of torts governs.
Further, this court reaffirms its

earlier determination that the

provisions of the Louisiana Oilfield

79

Indemnity Act have the effect of
rendering void the indemnity
provision of the contract between
Sun Gas and STOP. See Matte v.
Zapa(t]a Offshore, 784 F.2d 628
(5th Cir. 1986), [cert. denied,

479 U.S. 872, 107 S.Ct. 247, 93
L.Ed.2d 171 (1986)]; Lirette v.
Union Texas Petroleum, 467 So.2d

29 (La. App. lst Cir. 1985). The
fact that the contract itself
provides that Texas law (which

does not prohibit such indemnity
agreements) is to govern in
construing the contract is of no
avail to Sun Gas. Although Louisiana
does permit parties to select the
law which controls their contractual
relationship, this right must yield
when the "choice of law" provision
violates the public policy of the

State of Louisiana (as expressed

80

in La. R.S. 9:2780). See Matte,

above; Lirette, above. As Judge

Politz said in Matte, “we will not
participate in such an obvious
end-run of the Louisiana
Legislature's effort to improve
oilfield safety." Matte at 631.

We agree with the trial court's
finding that the well testing engaged in
by Oryx did not have sufficient maritime
flavor to qualify for maritime
jurisdiction. The seminal Supreme Court
cases on the reach of federal maritime

tort jurisdiction are Executive Jet

Aviation v. City of Cleveland, 409 U.S.
249, 93 S.Ct. 493, 34 L.Ed.2d 454 (1972),

Foremost Insurance Company v. Richardson,
457 U.S. 668, 102 S.Ct. 2654, 73 L.Ed.2d
300 (1982), and Sisson v. Ruby, 497 U.S.
358, 110 S.Ct. 2892, 111 L.Ed.2d 292
(1990). Executive Jet first established a

two-part "locality-plus-nexus" test for

81

maritime tort jurisdiction, which was

later affirmed and refined in Foremost and

Sisson. The tort must have occurred on or
over navigable waters, and the wrong
alleged must “bear a significant relation-
ship to traditional maritime activity."

Gaspard v. Amerada Hess Corp., 13 F.3d

165, 167 (5th Cir. 1994). The relevant
activity at issue is the testing of a well
located on a water location in an inlet
canal. Oryx, as the party seeking to
invoke maritime jurisdiction, has the
burden of proving a substantial
relationship between the well testing and
traditional maritime activity. See
Sisson, 497 U.S. at __, 110 S.Ct. at
2897.

In its attempt to meet this burden,
Oryx focuses on the fact that the use of
two barges was required for the well
testing due to the smallness of the well

structure. However, the mere use of

82

barges, which, although typically used for
maritime purposes, were used as platforms
for the well testing equipment in this
case, does not magically convert the
activity of well testing into one with a
substantial relationship to traditional
maritime activity. We agree with the
trial court's observation that the
relevant activity herein, well testing, is
an activity related to the exploration for
and production of oil and gas, not
traditional maritime activity. We find no
error in the trial court's determination
that Louisiana law rather than maritime
law governs this case.

Because we affirm the use of
Louisiana law in this case, we further
affirm the trial court's finding that the
indemnity agreement between Oryx and STOP

is unenforceable under the Louisiana

Oilfield Indemnity Act.

83

This assignment of error is without
merit.

TESTING OF A SOUR WELL AS AN
ULTRAHAZARDOUS ACTIVITY

In its assignment of error number
three, Oryx contends that the trial court
erred in finding that the well testing
activity at issue constitutes an ultra-
hazardous activity, subjecting Oryx to
absolute liability. According to Oryx,
the well testing is not an ultra-
hazardous activity (1) because it does not
relate to land and (2) because if the
testing is done safely with the proper
equipment, there can be no injury unless
there is substandard conduct.

With regard to its finding that the
well testing constitutes an ultra-
hazardous activity, the trial court
stated:

Because the law of Louisiana

controls the determination of the

84

questions of law, the nature of
the activity becomes a prominent
factor in this litigation. Plain-
tiffs urge that "well testing” of
this type, like the wire line

services involved in Bergeron,

should be deemed “ultra hazardous".
See Kent v. Gulf States [Utilities
Company], 418 So.2d 493 (La. 1982);
Bergeron v. Blake Drilling, above.
As Justice Lemmon said in Kent,
such activities, while reasonable
and socially beneficial, create a
"high enough" risk of harm that
"the party ought not undertake

the activity without assuming the
consequences." Kent at 498. See

also T. Galligan, Strict Liability

- in Action: The Truncated Learned

Hand Formula, 52 La. L.Rev. 323

(1991). In Kent, the court said:

85

"For these particular
activities, Louisiana courts

have imposed an absolute

{emphasis in original)
liability ..., which
virtually makes the enter-
priser-an insurer. The
enterpriser, whether or not
negligent in any respect,
causes the damage, and the
injured party recovers simply
by proving damage and

causation (emphasis in

original). In these cases of
absolute liability (or
liability without proof of
negligence or other fault),
liability is imposed as a
matter of policy when harm
results from the risks

inherent in the nature of

the activity. ..." Kent,

86

at 498.

See also Bergeron, above, quoting

from Kent.

As Professor Galligan wrote in
describing the Louisiana doctrine
of “absolute liability":

"In Kent, . .., Justice

Lemmon referred to this

category of tort liability

as ‘absolute liability.' In

essence, it is Louisiana's

versions of Rylands. My

colleague, Professor Frank
Maraist, like Justice Lemmon,
also calls this type of
liability absolute liability.
[F. Maraist, Louisiana Tort
Law Cases and Materials, Ch.
16 (1990).]

>: 2 2

Generally, if activity is one

which exposes the defendant

87

to Rylands-type liability, he
or she is liable despite the
fact that the social utility
of the activity may outweigh
its risk. The activity pre-
sents a reasonable risk of
harm but the defendant is
still liable.
Utility is greater than risk
but the defendant would never-
theless be found liable under
an absolute liability theory.
kkk
In any absolute liability case,
balancing is necessarily
involved; however, that
balancing usually takes place
at the activity level. Should
one who engages in this reason-
able, but dangerous, activity

pay the damages she causes even

though she has acted reasonably?

88

Courts decide whether or not,
given the policies at stake,
it is appropriate to impose
Rylands-type liability upon the
activity in question. Once a
court determines an activity is
within (or without) the scope of
Rylands absolute liability, it,
in effect, creates a categorical
rule. Trial courts do not sub-
sequently engage in a risk/
utility balance at a case
specific level." 52 La.L.Rev.
at 336-337.
Professor Galligan also points out
that whether an activity is "ultra
hazardous" (abnormally dangerous) is
a question of law. 52 La.L.Rev. at
337. However, he reminds the reader
that "whether or not the risk is

within the scope of defendant's

absolute liability is always an

89

issue.... [P]roximate cause scope
of duty is still an issue." 52
La.L.Rev. at 338.

This case thus requires this
court to determine whether the
specific type of activity involved
should be deemed "ultra hazardous."

As the court of appeal in Bergeron

said:
"In Triplette v. Exxon Corp.,
554 So.2d [(1361)], at 1362
{(La. App. lst Cir. 1989)],
the court stated that the
following elements are used
to determine whether an
activity is ultra hazardous;
the activity must relate to
land or some other Meares le;
the activity itself must cause
the injury, and the defendant

must be engaged directly in

the injury producing activity;

90

the activity must not require
substandard conduct to cause
injury. This third element
requires that the activity
"can cause injury to others
even when conducted with the
greatest prudence and care.’
Triplette v. Exxon, 554 So.2d
at 1362. In Triplette, our
court decided whether the
defendant was engaged in an
ultra hazardous activity on
the issue of whether the
activity's risk of harm could
be eliminated through due
care to be the salient issue

Bergeron, at 838.

The court must apply the prin-
ciples set forth to the activity
involved in this case: sending a man

to the top of a tank known to con-

tain potentially toxic levels of a

91

deadly gas for the purpose of his

opening a hatch to test fluid levels,

a procedure which will release the
gas, if present, in close proximity
to him. The activity is, as was
shown by the testimony presented in
this case, fraught with danger even
if the man is wearing a positive
pressure self contained breathing
apparatus which he has been trained
to use in a proper fashion.
Although, as noted by Justice Lemmon
in Kent, and by Professor Galligan
in his article, Louisiana cases
finding activities to be "ultra
hazardous" normally involve
situations in which the “victim
seldom has the ability to protect
himself," this court is satisfied
that this criteria, if it is a

“criteria,” has been satisfied

here. See Kent, at 499. See also

92

T, Galligan, Strict Liability in

Action, above.

The procedures utilized by the
industry to endeavor to protect
workers who are sent into "IDLH"
atmosphere[s] (immediately dangerous
to life and health) are not "fool
proof." The positive pressure
respirators weed in this well test
process (Litton SCBA units) were
shown to be "state of the art."

A strong emphasis was placed on
safety training and on being sure
that the well testers were skilled
in the proper use of the respirators
and of the importance of securing

a good "face seal" despite the

added safety of the "positive
pressure" respirators. In such
devices, air flows out of the mask

if the seal is slightly broken -

rather than ambient air leaking

93

into the "negative pressure." The
very nature of the physical
activity (climbing ladders, opening
hatches, dropping lines into
hatches, etc.) gives rise to a very
substantial risk that even a care-
ful worker may dislodge his mask.
If the seal is broken or is not
fixed properly in the first place,
there is a risk that ambient air
may intrude into the mask. This
court accepts the testimony of the
witnesses who said that the “eddy
effect" can produce an intrusion
despite the "positive pressure"
inside the mask.

Despite the fact that the
precautions taken in the detonating
procedures employed in wire line
testing are designed to prevent
premature explosions (and resultant

injury), the court of appeal[] in

94

Bergeron found wire line testing to

be “ultra hazardous."' This court
sees a clear analogy between
exposing (of necessity) men to the
risks associated with detonation
of explosives and exposing (again,
of necessity) men to highly toxic
gas (such as H2S).

The fact that the common
practice in the industry was not
to have "sight glasses" affixed to
tanks for the purpose of gauging
production levels without opening
a hatch does not mean that the
entire industry is or was negli-
gent. For various sound reasons
which were explained by witnesses,
the procedure utilized in this case
was the common practice in February
of 1987 - and remains so today.

The utility of the endeavor and

the industry's efforts to preclude

95

injury by taking reasonable and
normally effective safety measures
does not preclude a finding that the
activity was ultra hazardous. See

Galligan, Strict Liability in

Action, above.

Having determined that the
activity, "strapping a well" through
the "thief hatch" in well testing a
"sour (H2S) well" is an ultra
hazardous activity, this court must
determine whether the alleged injury
in this case fell within the scope
of the risk. This is a very easy
decision. The danger of H2S exposure
is the danger which makes this
procedure "ultra hazardous" and,
obviously, such exposure is the
primary risk involved.

Thus, Sun Gas, not STOP, was

engaged in an ultra hazardous

activity. It is therefore

yn ng og ae
eee ee Pe ee

Fi ECS Sey TD

96

"absolutely liable" if Steven

Bourque was injured and if such

activity was the cause of Steven

Bourque's injury.

As pointed out by the trial court, an
activity determined to be ultrahazardous
must, among other requirements, relate to
land or some other immovable, and must not
require substandard conduct to cause
injury. The trial court's written reasons
for judgment are silent regarding the
"relate to land" requirement.

Oryx first contends that the well
testing at issue does not relate to land
and therefore cannot constitute an ultra-
hazardous activity. While relation to
land is generally required for a finding
of ultrahazardous liability, such is not
always the case. The ultrahazardous

activity found in Bergeron v. Blake

Drilling & Workover Company, Inc., 599

So.2d 827 (La. App. lst Cir.), writ

97

denied, 605 So.2d 1117, 1119 (La. 1992),
occurred on "a drill barge, a vessel which
was floated to the location in Rice

Bayou." Bergeron, 599 So.2d at 837. The

trial court in Bergeron focused its

ultrahazardous inquiry on the nature of
the activity being conducted, as did this
court on appeal. We find no error in this
analysis.

Oryx further contends that the
testing of a sour well is not an activity
which can cause injury in the absence of
substandard conduct. In other words, it
is Oryx's position that with proper
equipment and proper training, a worker
can safely work in the presence of
hydrogen sulfide and that injury will only
occur when there is substandard conduct or
defective equipment.

Although there is evidence in the

record to support Oryx's position, there

is also evidence which supports the trial

98

court's conclusion that the testing of a
sour well can cause injury even when
conducted with the greatest care. Mr.
Paul Montgomery, an expert in the field of
petroleum engineering, testified at trial
regarding the sufficiency of the safety
equipment being used at the Oryx well. He
also testified that a well test operation
in the presence of hydrogen sulfide with
reported concentrations as high as 5000
ppm is an extremely hazardous operation
which could result in injury even in the
absence of any substandard conduct.
According to Mr. Montgomery, even the
slightest miscalculation or mishap could
result in death. Apparently based on this
testimony, the trial court concluded that
the third element of the ultrahazardous
activity determination had been met. The
determination that the well testing of a

sour well is an activity that can cause

injury even in the absence of substandard

99

conduct constitutes a finding of fact by
the trial court. A court of appeal may
not set aside a trial court's findings of
fact in the absence of "manifest error" or

unless they are “clearly wrong." Stobart

v. State, Department of Transportation and

Development, 617 So.2d 880, 882 (La.

1993). The issue to be resolved by a
reviewing court is not whether the trier
of fact was right or wrong, but whether
the factfinder's conclusion was a reason-
able one. Even though an appellate court
may feel its own evaluations and
inferences are more reasonable than the
factfinder's, reasonably evaluations of
credibility and reasonable inferences of
fact should not be disturbed upon review
where conflict exists in the testimony.

Stobart, 617 So.2d at 882. The rule that

questions of credibility are for the trier

of fact applies to the evaluation of

expert testimony, unless the stated

a

100

reasons of the expert are patently
unsound. Lirette v. State Farm Insurance

Company, 563 So.2d 850, 853 (La. 1990).

In order to reverse a trial court's
factual findings, the documents or
objective evidence in the case must so
contradict the evidence relied upon by the
trial court that a reasonable factfinder
would not credit the itheek Nonethe-
less, the reviewing court must always keep
in mind that if the trial court's findings
are reasonable in light of the record in
its entirety, the appellate court may not
reverse, even if convinced that had it
been sitting as the trier of fact, it
would have weighed the evidence

differently. Stobart, 617 So.2d at

882-883; Frost v. Metropolitan Life

Insurance Company, 93-0753 (La. App. lst
Cir. 4/8/94) 635 So.2d 706, 712, writ
denied, 94-1176 (La. 6/24/94).

101

After reviewing the record, we find a
reasonable basis exists for the trial
court's conclusion that the testing of a
sour well is an activity which can result
in injury even in the absence of
substandard care. Although conflicting
expert testimony was presented to the
trial court, we do not find that the
conflicting evidence so contradicts the
evidence relied upon by the trial court
that a reasonable factfinder would not
credit the evidence.

Because we find that all of the
requirements of an ultrahazardous activity
have been met, we conclude that the trial
court did not manifestly err in finding
that the well testing being conducted in
this case constitutes an ultrahazardous
activity.

This assignment of error is without
merit.

MR. BOURQUE'S EXPOSURE TO HYDROGEN SULFIDE

102

In its assignment of error number
four, Oryx contends that the trial court
committed manifest error in determining
that plaintiff was exposed to hydrogen
sulfide through an undetectable leak in
the face mask caused by the "eddy effect."

With regard to his findings on this
issue, the trial court stated:

The most difficult issues in
this case remain to be resolved.

They obviously are whether Steven

Bourque suffered an exposure to

H2S (by the invasion of the gas

into his face mask) and whether

(and to what extent) he suffered

injury caused by this exposure.

Most of the testimony in this |

case focused the court's attention

on these issues.
Despite the presence of

significant conflicting evidence,

this court finds that the evidence

103

preponderates in favor of a find-
ing that Steven Bourque was
exposed to hydrogen sulfide while
"strapping the tank" at about
10:30 a.m. on February 9, 1987.
Several factors lead this court
to this conclusion. The major
factor is the obvious and un-
questioned presence of hydrogen
sulfide being given off by the
"sour well" at Belle Isle #13
which was being tested. Although
there was a sharp conflict over
whether the concentration of H2S
was in the approximate range of
14,000 as opposed to 1400 ppm
[parts per million] in the test
tank, either amount could produce
serious injury or death. At the
higher concentration, the gas is

even more lethal and an intrusion

of a very small amount of ambient

104

air at that concentration could
produce serious consequences for
a human being who inhaled the gas.
The evidence, while conflicting,
nevertheless clearly shows that
H2S was present in the tank in
concentrations which could produce
the symptoms displayed by Steven
Bourque immediately after inhaling.
The fact that the alleged damage
was as mild as it was in compari-
son to the possible harm from
H2S exposure of higher concentration
is not inconsistent with exposure
even accepting the defendants’
evidence tending to prove the lower
concentration.

The court, as noted earlier,
also accepts the opinion expressed
by plaintiff[s'] witnesses who

testified that a breach of the face

seal of a "positive pressure”

105

respirator mask will sometimes
permit intrusion of ambient air due
to an “eddy effect." This is
certainly a critical finding

because the court does not find

that the Litton SCBA unit being used
by Steven Bourque malfunctioned on
the day in question.

The inability of the defendant
to produce the unit used by Steven
Bourque does not lead the court to
conclude that the unit did not
function properly. Testimony
established that all units provided
by STOP for the Sun Gas well test
at Belle Isle #13 were tested and
found to be in good working order.
After the incident, the unit worn
by Steven Bourque was tested,
among the others, and was found

to be in good operating order.

Further, that unit was used by an

106

employee later that day. Steven
Bourque did not detect any problem
with the unit he was wearing at
the time of the incident. He was
experienced and trained in the
proper use of a SCBA.

The failure of Sun Gas and STOP
to isolate effectively the unit
Steven Bourque was ‘rearing is very
unfortunate. Its absence prevented
Sun Gas from proving that no
intrusion could have occurred even
if the face seal was broken in such
a fashion as would only produce
the alleged "eddy effect" (rather
than a larger breach - which plain-
tiff would have noticed - and which
plaintiff testified did not occur).

The court is also i

[Text truncated at 120,000 characters. The full text is on the page linked above.]

---

Source: Frix Law Library, https://www.frixlaw.com/law-library/documents/brief%3Amicro_IA40386012_1891%3A1. Public record. Not legal advice.
