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CASE LAW - 2001
Property Owners Responsible for Tort Damages in Premises
Liability Cases for Accidents Occurring on Adjacent Property.
Ann Alpert v. Villa Romano Homeowners Association
(2000) 81 Cal.App.4th 1320, 96 Cal.Rptr.2d
364 [originally in Guralnick & Gilliland's Fifteenth
Annual Legislative Update]
INTRODUCTION
Ann Alpert was injured after she tripped on a crack in a
sidewalk owned by the City of Los Angeles adjacent to the
Villa Romano condominium complex. Alpert lost at trial when
the Court concluded that the Villa Romano Homeowners Association
did not owe any duty of care to Alpert, a pedestrian, and
excluded evidence that the Villa Romano Board of Directors
had been aware of the cracks. Alpert appealed. It is clear
in the Court of Appeal's opinion where the Court of Appeals
sympathies lie:
In the late morning of July 27, 1992, Alpert, then 69
and in good health, took her four-year-old dog, BJ, a poodle
weighing approximately eight pounds, for a walk near her home
in Marina del Rey. She had BJ on a leash. Alpert walked her
dog several times a day, but had never fallen before while
walking him. This day, on the way home, she passed in front
of the VRHA condominium property. ... The weather was dry
and clear; the summer sun was overhead. Alpert's walk ended
when one of her feet came in contact with an upturned, jagged
piece of sidewalk, causing her to lose her balance and fall,
face first, to the sidewalk. After her fall, she noticed that
there was grass growing in this break in the sidewalk... At
the time of trial, she was unable to walk more than a block
without pain, and was using a wheelchair to go longer distances.
The Court of Appeal reversed and remanded the case back to
the Trial Court, holding that the Association had a duty to
protect third persons from hazards on the adjacent sidewalk,
and that the Trial Court was required to admit evidence that
the Board of Directors had been aware of the cracks in the
sidewalk.
ANALYSIS
The Trial Court held that the City of Los Angeles, and not
the Association, owned the sidewalk and that therefore the
Association was not liable to Alpert for her injuries. The
Court of Appeal disagreed and reversed. The Appellate Court
relied primarily upon a 1997 decision of the California Supreme
Court, Alcaraz v. Vece (1997) 14 Cal.4th 1149. (See
Guralnick & Gilliland Twelfth Annual Legislative Update
- 1998 Edition, p. 52, for our analysis.) In Alcaraz,
the plaintiff sued his landlord, the owner of the apartment
building in which he resided, for injuries sustained when
Alcaraz stepped into an open utility meter box located in
the city-owned lawn next to the sidewalk in front of that
residence. The California Supreme Court held that there was
a triable issue of fact as to whether the property owner had
exercised control
over the area in which the utility box was located, even though
that area was owned by the City. The California Supreme Court
held that if the property owner did exercise such control,
then it had a duty to warn Alcaraz of the danger, or protect
him from that danger, and that this duty was owed to all persons
who foreseeably may be in the area.
Based upon Alcaraz, the Court in Alpert stated
that
The proper test to be applied to the liability of the
possessor of land ... is whether in the management of his
property [the possessor] has acted as a reasonable man in
view of the probability of injury to others. ... This
duty to maintain land in one's possession in a reasonably
safe condition exists even where the dangerous condition on
the land is caused by an instrumentality that the landowner
does not own or control.
The Court of Appeal concluded that the Association had a
duty to "take reasonable measures to protect persons from
dangerous conditions on adjoining land", such as the
sidewalk owned by the City, if
it "exercised possession or control" over that sidewalk.
If so, the Association owed a duty to act as a reasonable
person in view of the probability of injury to others.
In determining whether the Association had "exercised possession
or control" over the adjacent sidewalk, the Court of Appeal
noted that the Association had planted and maintained all
of the trees and vegetation on both sides of the sidewalk,
had installed sprinklers on both sides of that walkway and,
most importantly, had watered and trimmed the trees which
grew the roots which caused the sidewalk to be uplifted and
crack. Additionally, the Association employed a person to
trim trees on the lawn between the sidewalk and the condominium
property and on the portion of the lawn between the sidewalk
and the street. Based upon these facts, the Court of Appeal
ruled that there was sufficient evidence that the Association
had exercised possession and control over the sidewalk and
that it owed a duty to Alpert to either warn her of or protect
her from the sidewalk cracks.
The Court of Appeal also held that the Trial Court erred
in refusing to admit evidence that the Association had been
aware of the cracks in the sidewalk for some time. For example,
the gardener was aware of the break in the sidewalk, and it
had been there for a few years prior to the date of Alpert's
fall. Elihu Crane, a board member prior to Alpert's accident,
testified that the City of Los Angeles controlled the sidewalks
and that the Association's responsibility was limited to keeping
the sidewalk clean. Judith Crane was the chairperson of the
Association's Gardening Committee. She inspected the property
shortly prior to Alpert's accident, and she had been aware
for some time of the existence of cracks in the sidewalk in
the area in which Alpert fell.
However, the Trial Court refused to permit Alpert to question
the Board and committee members about a discussion at the
Association's November 1997 Board of Directors' meeting and
refused to permit Alpert to introduce minutes of that meeting
into evidence. The minutes of a Board of Directors' meeting
in June of the same year (prior to Alpert's fall) reflected
a discussion about bids to repair sidewalk "bumps", the condition
of the sidewalk, and the need to repair it. The Appellate
Court in Alpert noted that the evidence of the Board's
discussion of possible repairs to the sidewalk was highly
relevant regarding whether the Association "exercised control"
over the sidewalk owned by the City. The Court concluded,
again based upon Alcaraz, that Evidence Code
§ 1151 did not preclude the introduction of this evidence,
stating, "[W]e may consider such evidence in determining
whether ... defendants exercised control over the strip of
land and thus owed a duty of care to plaintiff."
PRACTICAL APPLICATION
It is unfortunate to see that the Courts appear to be determined
to continue their line of cases holding property owners responsible
for tort damages in premises liability cases for accidents
occurring on adjacent property which they do not own, but
which they may be deemed to "control". The Alpert case,
like the Alcaraz case before it, fails to provide
any standards or guidance for an association to determine
exactly when its routine maintenance and landscaping upon
or adjacent to areas it may not own, including public sidewalks,
may be ruled by a Court as having "control" over that property
and therefore creating liability for any injury which may
occur on that property.
In Alpert, the Association merely maintained the
landscaped areas on both sides of the sidewalk and kept the
sidewalk clean. Almost all homeowners associations perform
similar landscape maintenance adjacent to a public sidewalk
or street. We recommend that community associations may attempt
to limit their liability by taking the following steps:
* Review their general liability insurance policy. The policy
should cover all land that the Association either owns or
has a responsibility to maintain under the CC&Rs, as well
as any adjacent property that the Association is maintaining
based upon aesthetics or common sense.
* Where the Association has been maintaining a portion of
adjacent property for which it is not responsible under the
CC&Rs, the Association may decide to notify the adjacent
landowner of his/her responsibility to maintain the area in
question, particularly if the Association is not insured for
the area.
* Based upon Alpert, it appears that any association
which performs landscape maintenance on areas adjacent to
public sidewalks may be liable for injuries to pedestrians
who trip on cracks or other defects in the sidewalk, particularly
if the defect may caused by growth of tree roots owned by
the Association. Associations should consult with an arborist
to limit, where possible, the intrusion of tree roots into
the sidewalks or other walkways where they may cause dangerous
cracks.
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