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Case Citation: Delahanty v. Hinckley, 564 A.2d 758 (D.C.
1989).
Parties: Thomas and Jean Delahanty, Plaintiffs / Appellants
John Hinckley, Defendant / Appellee
Facts: Thomas Delahanty was seriously injured when John
Hinckley attempted to assassinate
President Ronald Reagan. John Hinckley used a “Saturday
Night Special” in the assassination
attempt that was manufactured by R. G. Industries, a subsidiary
of Roehm.
Procedural History: Appellants filed suit in U.S. District Court
for the District of Columbia
against John Hinkley, R.G. Industries, the gun manufacturer,
Roehm, the manufacturer’s foreign
parent company, and individual officers of Roehm, for injuries
Appellant Thomas Delahanty
suffered when Hinkley attempted to assassinate President
Ronald Reagan. The District Court
dismissed appellants’ complaint against R.G. Industries, Roehm,
and individual officers of
Roehm for failure to state a claim. On appeal, the U.S. Court of
Appeals for the District of
Columbia Circuit certified the question of whether, in the
District of Columbia, “manufacturers
and distributors of Saturday Night Specials may be strictly
liable for injuries arising from these
guns’ criminal use” to the District of Columbia Court of
Appeals.
Issues:
Issue 1: Whether, in the District of Columbia, manufacturers
and distributors of Saturday Night
Specials may be held strictly liable for injuries arising from
their criminal use?
Issue 2: Whether established theories of tort law in the District
of Columbia provide a cause of
action against gun manufacturers and distributors for injuries
arising from the guns’ criminal
uses?
Holdings:
Issue 1: No. Manufacturers and distributors of Saturday Night
Specials are not strictly liable for
injuries arising from these guns’ criminal use.
Issue 2: No. Established theories of tort law in the District of
Columbia do not provide a cause
of action against gun manufacturers and distributors for injuries
arising from the guns’ criminal
uses.
Reasoning: Appellants advanced the following three theories in
support of their position:
Issue 1:
a. Strict liability for sale of defective product
The court rejected this theory of liability because appellants put
on no evidence that the weapon
Hinkley purchased and later used in the assassination attempt
was in any way defective. Rather,
appellants argued that the manufacturers had a duty to warn of
the dangers of criminal misuse of
the gun. The court found this argument unpersuasive, pointing
out that a manufacturer has no
duty to warn because the dangerous nature of guns self-evident.
b. Strict liability for abnormally dangerous activity
Appellants argued that the manufacturer should be held liable
because the Saturday Night
Special is “inherently and abnormally dangerous with no social
value. The “abnormally
dangerous activity” doctrine had never been applied to gun
manufacturers in the District of
Columbia. The Court rejected this application of the doctrine,
since selling weapons is not an
abnormally dangerous activity “in and of itself.” In response to
appellants’ reliance on Kelly v.
R.G. Industries, 304 Md. 124, 497 A.2d 1143 (1985), the court
stated that it is not just cheap
guns that may potentially by used to commit crimes, and that
the Maryland legislature had
specifically overridden the Kelly decision.
Issue 2:
While the general rule is that no tort liability exists for harm
resulting from the criminal acts of
third parties, an exception sometimes comes in to play when a
special relationship exists between
parties. Examples of such “special” relationships include
landlord / tenant, hospital / patient, and
school / student relationships. The court declined to extend this
special relationship status to gun
manufacturers and sellers / gun purchaser, as Appellants neither
argued that any special
relationship existed, nor suggested any way that gun
manufacturers could prevent their gun
purchasers from misusing the purchased gun for criminal acts.
Decision:
Affirmed. The court answered the certified question from the
U.S. Court of Appeals for the
District of Columbia. Traditional tort theories, such as
negligence and strict liability, provide no
basis for holding a gun manufacturer liable for injuries caused
by a buyer of the gun to a third
party.
Comment: This case gives a good example of how appellate
courts may certify issues to other
courts (either lower or in different jurisdictions) for opinions.
In this case, the U.S. Circuit Court
of Appeals for the District of Columbia (federal appellate court)
certified the issue to a
Washington D.C. court because it presented a question of local
law, not federal law.
1
H ow to B r ief a C ase
P r epa r ed for the L egal Studies P rogr am
A me r ican P ublic U nive rsity System
D ecembe r 2013
I ntrodu ction : A case brief is a concise summary of the
significance of a case. It is a bit
like but with very special rules! It is a time-honored practice
used throughout
the legal profession and law schools. As a teaching tool, the
case brief forces the student to
identify and provide a written description of the most important
aspects of a case. Legal
precedent, also known as Stare D ecisis, is a doctrine which
governs much of our legal process.
and the
rationale underlying it ---- that is, how the judges arrived at
their decision ---- is essential to
the study of law. The case brief serves as a very useful vehicle
by means of which to analyze
and understand judicial decisions.
A case brie
aspects of a case. A case brief is not an invitation to re-write
the opinion or to paste together
ed on your
understanding of the case. Of cour words can be useful, if used
sparingly. A case brief should be concise; it should be no more
than 1-2 pages. There are at least
several different methods or models for writing the case brief;
these are based on personal
preferences. In the Legal Studies Program, however, the
format described here will be used for
all of the case briefs which you are required to write in your
courses. By using this uniform
format, you will gain familiarity with the case analysis and
brief writing process.
opinion, rather than a mere summary. Therefore, the first step
in the brief writing process is
always to thoroughly read the entire case. This includes reading
any concurring and dissenting
opinions of members of the court. In this regard, be very sure
that you are reading the entire
opinion! In some internet based sources, the Syllabus
(headnotes/summary) of the opinion is
presented at one link, the majority opinion is presented at
another link, etc. You need to read all
portions of the opinion as all of them are relevant to your
analysis of the case. For example, if
there are strong dissenting opinions based on key legal points,
this could predict what the court
might decide in the future on similar issues.
1. C ase N ame and C itation: As a header on the first page of
your brief, you should state
citation to the case. (See Bluebook resources in the APUS
library for more information about
Bluebook format.) It is essential that the reader of your case
brief know who initiated the
litigation and who appealed. For example, in the sample case
brief of the D elahanty case (see
accompanying materials), Thomas and Jean Delahanty are
clearly identified as the plaintiffs
(parties who initiated the litigation) and as appellants (parties
who sought appellate review of the
2
legal reporter in which the opinion is found, the volume and
page on which the case appears, and
the year in which the case was decided.
2. F acts: The Facts section is a short synopsis of the most
important facts of the case.
on of the court. Your
facts which were analyzed by the court. Although other factual
details might be interesting, only
include them if they give the reader t
include the nature of the lawsuit and the parties in the lawsuit.
The goal in the Facts section is to
would understand the facts of the case.
3. Proc edu ral H istory: The Procedural History section is a
summary of previous
proceedings between the parties from the time the case was
initially filed to the present. This is
important because most reported cases are appellate cases in
which a previous decision was
rendered in a trial court. It is essential that you understand how
the case arrived in the court, the
opinion of which you are briefing. Indeed, in many case brief
assignments, you will brief an
Opinion of the United States Supreme Court; in those instances,
the case will likely have been in
several different courts previously.
that you understand that the losing party appeals to the next
level of court.
The D elahanty case is an example of a somewhat unusual case,
but the unusual nature of
the case is a good illustration of why the Procedural History of
the case is so important. The
civil lawsuit was filed by the Delahantys in federal court
(United States District Court in the
District of Columbia). Their case was dismissed and they
appealed to the next level of federal
court (the United States Court of Appeals for the District of
Columbia Circuit). That federal
appellate court needed to obtain the view of the court in the
applicable local jurisdiction (the
District of Columbia) on a specific legal question. In order to
obtain that view, the federal
about the opinion which was rendered by the local court, the
District of Columbia Court of
Appeals.
4. Issue(s): The issue should be a yes/no question which
identifies the specific question
the court must decide in order to rule in the case.
distributors of Saturday Night Specials strictly liable for
injuries arising from their criminal use
There may be more than one main issue that the court must
decide.
If there are multiple issues, the issues should be set forth in a
number f
etc.
5. H olding(s):The Holding section succinctly states how the
court answered the issues
presented. Typically it includes a yes/no answer followed by
the issue presented written in an
answer format. It includes the legal principle relied on by the
court. If there are multiple issues,
there must be a corresponding number of holdings.
3
6. R easoning: This is a very important part of the brief. The
Reasoning section
describes why and how the court reached its holding in the case.
This may include an
application or revision of pre-existing legal principles, policy
reasons and/or negative effects
resulting from a different court ruling. If there are both a
majority and dissenting opinion issued
analyses. Likewise, if there is a concurring opinion, a brief
description should be included in an
additional subsection. If there are multiple issues, there must
be a corresponding number of sub-
sections within the Reasoning section.
7. D ecision: This section gives the Judgment rendered by the
court. Describe the final
it for additional proceedings?
8. C omments: Is there anything else that should be mentioned
about this case? Is it a
in the sense that the court significantly changed the law
concerned a particular
For example, in the D elahanty sample brief, a useful comment
would be that the case is a
good example of how appellate courts certify issues to other
courts in order to obtain the legal
opinion of the other court on a particular issue.
Powered by iRubricLegal Studies Case Brief
100 %
Exemplary
4 pts
Accomplished
3.4 pts
Developing
3 pts
Beginning
2.6 pts
Did not attempt
0 pts
Case Name & Case
Citation
5 % Complete identification
of case name and the parties
to the case.
Exemplary
Case name is correctly
stated and parties correctly
identified by name and by
their role in the litigation;
citation to the case itself is
complete and accurate and
comports with Bluebook
format.
Accomplished
Case name is present and
parties are identified;
citation to the case is
given; jurisdiction is
evident; errors are
minimal.
Developing
The Opinion can be located
based on the information
provided and the court
which rendered it can be
discerned, but elements of
the case name and/or
citation are missing.
Beginning
The Opinion cannot be
accurately identified based
on the information given
and/or the parties’ role in
the litigation cannot be
discerned.
Did not attempt
The required element does
not exist in the brief or is
unrecognizable in the brief.
Facts
10 % Key/relevant facts are
fully provided and easily
understandable.
Exemplary
All key/relevant facts are
provided; additional facts
provided only as necessary
for the reader to
understand the decision
and the court’s analysis;
facts are presented clearly
and concisely and without
error or confusion.
Accomplished
Most key/relevant facts are
provided; irrelevant facts
are omitted; statement of
facts is understandable to
the reader.
Developing
Important facts are missing
and/or unnecessary detail
is included; reader is
confused by the
presentation.
Beginning
Factual statement is
incomplete or erroneous,
rendering the brief
unusable to the reader, at
least in part.
Did not attempt
The required element does
not exist in the brief or is
unrecognizable in the brief.
Procedural Posture
10 % Demonstrated all
essential information dealing
with the history of the case.
Exemplary
All essential information
concerning the history of
the case (origin, sequence
of case events in various
courts, and current
posture) is included;
courts’ names,
jurisdictions, and actions
are provided and are
accurate.
Accomplished
The history of the case
(where it started and how
it came to this court) is
presented with minimal
errors in sequence or
process.
Developing
Gaps in the history of the
case or errors in case
sequence or case events
exist.
Beginning
Procedural history does not
enable the reader to
understand the history of
the case and/or how it
arrived in this court.
Did not attempt
The required element does
not exist in the brief or is
unrecognizable in the brief.
Issue
10 % Proper statement and
framing of the legal
question/s.
Exemplary
The legal question or
questions before this court
are correctly and succinctly
stated and the Issue if
framed in terms of a
question.
Accomplished
The legal question is
presented accurately, but
lacking in precision and/or
is not framed as a
question.
Developing
The legal issue is identified
as a general topic and/or is
stated in an overly broad
manner; precision is
lacking.
Beginning
The legal issue is
incorrectly stated.
Did not attempt
The required element does
not exist in the brief or is
unrecognizable in the brief.
Holding
5 % Full restatement of the
court's resolution.
Exemplary
The court’s resolution of
the legal issue is correctly
and succinctly stated and is
not confused with the
Judgment or procedural
disposition of the case;
Issue and Holding “match”.
Accomplished
The court’s resolution of
the legal issue is accurate
but is lacking in precision.
Developing
The court’s resolution of
the legal issue is overly
broad or is inaccurate in
some regard.
Beginning
The court’s resolution of
the legal issue is incorrectly
presented and/or the
Holding of a different court
is presented, thus
presenting an inaccurate
picture of this court’s
decision.
Did not attempt
The required element does
not exist in the brief or is
unrecognizable in the brief.
Judgment/Disposition
5 % Complete restatement
of the court's disposition.
Exemplary
The disposition of the case
and the relief, if any,
granted by the court is
accurately and clearly
stated.
Accomplished
The disposition of the case
is accurately stated, but
lacks precision.
Developing
The disposition of the case
can be discerned but is
unclear to the reader.
Beginning
The disposition of the case
is erroneously presented.
Did not attempt
The required element does
not exist in the brief or is
unrecognizable in the brief.
Rationale/Analysis
25 % Thorough explanation
of how the court reached its
holding.
Exemplary
The court’s reasoning,
analysis, and rationale are
presented in a complete,
succinct, and
understandable manner. All
relevant considerations are
included.
Accomplished
The court’s reasoning and
rationale are accurately
presented; some analytical
detail may be missing, but
there are no errors.
Developing
The court’s reasoning is
presented in only general
terms which are not
instructive to the reader.
Beginning
The court’s reasoning is
erroneously presented,
thereby misleading the
reader.
Did not attempt
The required element does
not exist in the brief or is
unrecognizable in the brief.
Dissent/Comment
/Significance/Impact
10 % Identification and
presentation of additional
information that is needed to
present a complete picture
of the case.
Exemplary
The student made a correct
decision concerning
whether there is additional
information or commentary
which should be conveyed
to the reader, including
information about a
Dissenting opinion; the
information is conveyed in
a clear and accurate
manner. Impact on society,
if any, is conveyed.
Accomplished
The student correctly noted
the existence of a
Dissenting opinion, if any,
and accurately described it;
information/comments, if
any, relate to the opinion in
a logical manner.
Developing
The student noted a
Dissent and/or the
significance of the case but
described same in an
unclear manner.
Beginning
The student failed to
present necessary
information about a Dissent
or about the significance of
the case or presented same
in an inaccurate or
misleading manner.
Did not attempt
The required element does
not exist in the brief or is
unrecognizable in the brief.
Writing Standards
10 % Demonstrate the
correct usage of grammar,
spelling, and writing
techniques.
Exemplary
Student demonstrates
consistent and correct use
of the rules of grammar
usage, punctuation, and
spelling. Language is clear
and precise. Sentences
display consistently strong,
varied structure. Headings
are used and correspond to
the required elements of
the case brief.
Accomplished
Student demonstrates
consistent and correct use
of the rules of grammar
usage, punctuation and
spelling, with a few minor
errors. Headings are used
and correspond to the
required elements of the
case brief.
Developing
Paper contains several
grammatical, punctuation,
and/or spelling errors.
Language lacks clarity or
includes some use of
jargon and /or
conversational tone. Some
headings are missing or fail
to correspond to the
required elements of the
case brief.
Beginning
Paper contains numerous
grammatical, punctuation,
and spelling errors.
Language uses jargon or
conversational tone; OR
brief fails to use Headings.
Did not attempt
The required element does
not exist in the brief or is
unrecognizable in the brief.
Citation of Sources
10 % Proper usage of the
BlueBook citation style.
Exemplary
Student accurately quotes,
paraphrases, and cites
information in ways that
are true to the original
context with no errors.
Accomplished
Student quotes,
paraphrases and cites
information correctly and
consistently, using
information in ways that
are true to the original
context, with minimal
errors.
Developing
Student quotes,
paraphrases and cites
information mostly
correctly and consistently,
in ways that are largely
true to the original context.
Beginning
Student quotes,
paraphrases and cites
information but may have
many errors of use the
information out of context.
Did not attempt
The required element does
not exist in the brief or is
unrecognizable in the brief.
Page
1 of 1 DOCUMENT
UNIVERSITY OF TEXAS AT ARLINGTON, PETITIONER, v.
SANDRA WILLIAMS AND STEVE WILLIAMS,
RESPONDENTS
NO. 13-0338
SUPREME COURT OF TEXAS
459 S.W.3d 48; 2015 Tex. LEXIS 268; 58 Tex. Sup. J. 514
October 9, 2014, Argued
March 20, 2015, Opinion Delivered
PRIOR HISTORY: [**1] ON PETITION FOR REVIEW FROM
THE COURT OF APPEALS FOR THE SECOND DISTRICT OF
TEXAS.
Univ. of Tex. at Arlington v. Williams, 455 S.W.3d 640, 2013
Tex. App. LEXIS 3985 (Tex. App. Fort Worth, Mar. 28, 2013)
CASE SUMMARY:
OVERVIEW: HOLDINGS: [1]-The recreational use statute,
Tex. Civ. Prac. & Rem. Code Ann. §§ 75.001-75.007, did not
bar the spectator's underlying premises liability action after she
fell at a college stadium because the activity of being a
spectator at a competitive-sports event was too dissimilar to the
others on the list under Tex. Civ. Prac. & Rem. Code Ann. §
75.001(3), to be included and thus, it was not "recreation" under
the statute; [2]-Although soccer might be played in an open-air
stadium, a soccer game, as ordinarily understood, was not
associated with nature in the sense indicated by the statutory
definition of "recreation." Because the outdoors and nature were
not integral to the enjoyment of this activity and because the
activity was unlike the others the statute uses to define
"recreation," § 75.001(3)(L), the so-called "catch-all", did not
catch that activity.
OUTCOME: Judgment affirmed.
CORE TERMS: recreational use, outdoor, sport, recreation,
stadium, enjoying, plurality, recreational activity, competitive,
soccer, spectator, immunity, daughter's, recreational,
playground, enjoyment, catchall, playing, team, spectating,
swimming, gate, Tex Gen Laws, camping, outdoor activities,
landowner, boating, driving, governmental unit, fishing
LexisNexis(R) Headnotes
Torts > Premises Liability & Property > General Premises
Liability > Premises > Recreational Facilities > Recreational
Use Statutes
[HN1] The recreational use statute, Tex. Civ. Prac. & Rem.
Code Ann. §§ 75.001-75.007, provides limited protection to
landowners and occupants who open their property for public
recreational purposes. When applicable, the statute effectively
immunizes the landowner or occupant from ordinary negligence
claims associated with the property's recreational use by
requiring the plaintiff to establish gross negligence, Tex. Civ.
Prac. & Rem. Code Ann. § 75.002(c)-(d), (f). The statute,
however, only applies to certain recreational uses that it defines
through a list of activities it considers to be recreation, Tex.
Civ. Prac. & Rem. Code Ann. § 75.001(3).
Torts > Premises Liability & Property > General Premises
Liability > Premises > Recreational Facilities > Recreational
Use Statutes
[HN2] Tex. Civ. Prac. & Rem. Code Ann. §§ 75.003(g) and
101.058 provide that, to the extent the recreational use statute,
Tex. Civ. Prac. & Rem. Code Ann. §§ 75.001-75.007, applies, it
controls over the Tort Claims Act.
Torts > Premises Liability & Property > General Premises
Liability > Premises > Recreational Facilities > Recreational
Use Statutes
[HN3] When applicable, the recreational use statute limits the
liability of landowners by requiring proof of their gross
negligence, malicious intent, or bad faith in the premises
liability case, Tex. Civ. Prac. & Rem. Code Ann. § 75.002(d).
Civil Procedure > Appeals > Appellate Jurisdiction >
Interlocutory Orders
[HN4] Interlocutory appeals are generally final in the court of
appeals unless there is a dissent in that court or a conflict with
another decision, Tex. Gov't Code Ann. §§ 22.001(a)(2),
22.225(b)(3), (c).
Governments > Courts > Judicial Precedents
[HN5] Decisions conflict when there is an inconsistency in the
respective decisions that should be clarified to remove
unnecessary uncertainty in the law and unfairness to litigants,
Tex. Gov't Code Ann. § 22.225(e).
Torts > Premises Liability & Property > General Premises
Liability > Premises > Recreational Facilities > Recreational
Use Statutes
[HN6] The recreational use statute, Tex. Civ. Prac. & Rem.
Code Ann. §§ 75.001-75.007, protects landowners who open
property for recreational purposes, limiting their liability to the
recreational user. The statute accomplishes this by elevating the
burden of proof in premises liability cases in which it applies.
The statute effectively requires either gross negligence or an
intent to injure. The statute, however, only applies to
recreational uses, which the statute defines through a non-
exclusive list of included activities.
Torts > Premises Liability & Property > General Premises
Liability > Premises > Recreational Facilities > Recreational
Use Statutes
[HN7] See Tex. Civ. Prac. & Rem. Code Ann. § 75.001(3).
Governments > Legislation > Interpretation
[HN8] General terms and phrases should be limited to matters
similar in type to those specifically enumerated. When words of
a general nature are used in connection with the designation of
particular objects or classes of persons or things, the meaning
of the general words will be restricted to the particular
designation. In a similar vein, context is fundamental to
understanding the use of language and that meaning cannot
ordinarily be drawn from isolated words or phrases but must
typically be determined from statutory context. Courts are also
typically inclined to apply a term's common meaning unless a
contrary intention is apparent from the statute's context.
Governments > Legislation > Interpretation
Torts > Premises Liability & Property > General Premises
Liability > Premises > Recreational Facilities > Recreational
Use Statutes
[HN9] The Legislature did not provide that the recreational use
statute, Tex. Civ. Prac. & Rem. Code Ann. §§ 75.001-75.007,
was to cover recreation generally but rather defined the term
through the list of included activities under Tex. Civ. Prac. &
Rem. Code Ann. § 75.001(3). Although the Legislature has
broadened the statute's reach over the years, it has not made it
generally applicable to all refreshing, relaxing, or enjoyable
activities. "Recreation" under the statute has remained more
specific than the word's ordinary meaning.
Torts > Premises Liability & Property > General Premises
Liability > Premises > Recreational Facilities > Recreational
Use Statutes
[HN10] Under the recreational use statute, Tex. Civ. Prac. &
Rem. Code Ann. §§ 75.001-75.007, there was nothing illogical
about the Legislature's decision to include bird-watching as a
covered recreational activity, but not spectating at outdoor
sports stadiums. A landowner who allows a person to bird-watch
opens his property for use in its natural state. The landowner
does not build a stadium or otherwise make improvements for
that purpose as in the case of organized-sporting activity.
Torts > Premises Liability & Property > General Premises
Liability > Premises > Recreational Facilities > Recreational
Use Statutes
[HN11] If the Legislature intended for the recreational use
statute, Tex. Civ. Prac. & Rem. Code Ann. §§ 75.001-75.007, to
apply generally to competitive sports and their spectators, the
catchall provision is a curious choice as it apparently applies to
some competitions but not others, that is, those played in open-
air stadiums instead of enclosed facilities. It is apparent from
the statute's development that Tex. Civ. Prac. & Rem. Code
Ann. § 75.001(3)(L) "catchall" was not intended simply to
incorporate all other outdoor activities into the statute. Had that
been the Legislature's intent, it would not have continued to add
specific outdoor activities after adding the "catchall" in 1997.
But § 75.001(3)(L) must catch some unlisted activities;
otherwise, it would have no purpose.
Torts > Premises Liability & Property > General Premises
Liability > Premises > Recreational Facilities > Recreational
Use Statutes
Governments > Legislation > Interpretation
[HN12] The meaning of individual words may be ascertained by
reference to words associated with them in the statute. Where
two or more words of analogous meaning, such as "nature" and
"the outdoors", are employed together in a statute, they are
understood to be used in their cognate sense, to express the
same relations and give color and expression to each other.
Because of its association with nature, "enjoying the outdoors"
cannot include every enjoyable outside activity. It must also be
associated with nature, or "that part of the physical world that is
removed from human habitation." In this sense, the "outdoors"
is not integral to the enjoyment of competitive sports because
the focus of that activity is the competition itself, not where the
competition takes place.
Governments > Legislation > Interpretation
Torts > Premises Liability & Property > General Premises
Liability > Premises > Recreational Facilities > Recreational
Use Statutes
[HN13] Although soccer may be played in an open-air stadium,
a soccer game, as ordinarily understood, is not associated with
nature in the sense indicated by the statutory definition of
"recreation." Because the outdoors and nature are not integral to
the enjoyment of this activity and because the activity is unlike
the others the statute uses to define "recreation," Tex. Civ. Prac.
& Rem. Code Ann. § 75.001(3)(L), the so-called "catch-all",
does not catch this activity.
Torts > Premises Liability & Property > General Premises
Liability > Premises > Recreational Facilities > Recreational
Use Statutes
[HN14] The Texas statute mentions only "water sports" among
its list of recreational activities, Tex. Civ. Prac. & Rem. Code
Ann. § 75.001(3)(K). The only other part of the statute that
arguably associates recreational activity with any type of
competitive sport is Tex. Civ. Prac. & Rem. Code Ann. §
75.002(e), which adds adds certain hockey and skating
activities, as well as soap box derby and paintball uses as
recreational activities if the activities take place on premises
owned, operated, or maintained by a governmental unit.
Torts > Premises Liability & Property > General Premises
Liability > Premises > Recreational Facilities > Recreational
Use Statutes
[HN15] See Tex. Civ. Prac. & Rem. Code Ann. § 75.002(e).
Torts > Premises Liability & Property > General Premises
Liability > Premises > Recreational Facilities > Recreational
Use Statutes
[HN16] None of the amendments in the recreational use statute,
Tex. Civ. Prac. & Rem. Code Ann. §§ 75.001-75.007, suggest
that the Legislature intended to include competitive sports and
spectating as recreational activities under the statute.
COUNSEL: Amicus Curiae for Texas City Attorneys
Association, Texas Municipal League: Laura F. Mueller, Texas
Municipal League, Austin, TX.
For University of Texas at Arlington, Petitioner: Arthur
Cleveland D'Andrea, Assistant Solicitor General, Austin, TX;
Daniel T. Hodge, First Assistant Attorney General, Austin, TX;
Dustin Mark Howell, Office of the Attorney General of Texas,
Austin, TX; Greg W. Abbott, Attorney General of Texas,
Austin, TX; Jonathan F. Mitchell, Solicitor General, Office of
the Attorney General, Austin, TX; Kevin Desiderio Molina,
Attorney General's Office, Tort Litigation Division, Austin, TX.
For Sandra Williams, Steve Williams, Respondent: Christopher
J. Harris, David Lee Cook, Kimberly Fitzpatrick, Harris Cook
LLP, Arlington, TX.
JUDGES: JUSTICE DEVINE announced the judgment of the
Court and delivered an opinion, in which CHIEF JUSTICE
HECHT, JUSTICE GREEN, and JUSTICE LEHRMANN joined.
JUSTICE GUZMAN filed a concurring opinion, in which
JUSTICE WILLETT joined. JUSTICE BOYD filed a concurring
opinion. JUSTICE JOHNSON filed an opinion, concurring in
part and dissenting in part, in which JUSTICE BROWN joined.
OPINION BY: John P. Devine
OPINION
[*49] [HN1] The recreational use statute provides limited
protection to landowners and occupants who open their property
for public recreational purposes. See Tex. Civ. Prac. & Rem.
Code §§ 75.001-.007 (the recreational use statute). When
applicable, the statute effectively immunizes the landowner or
occupant from ordinary negligence claims associated with the
property's recreational use by requiring the plaintiff to establish
gross negligence. See id. § 75.002(c)-(d), (f). The statute,
however, only applies to certain recreational uses that it defines
through a list of activities it considers to be "recreation." Id. §
75.001(3).
The question here is whether the statute's recreational-activity
list reasonably includes a spectator at a competitive-sports
event. The court of appeals [**2] concluded that this activity
was too dissimilar to the others on the list to be included and
accordingly held it was not "recreation" under the statute.455
S.W.3d 640, 648, 2013 Tex. App. LEXIS 3985 (Tex. App.--Fort
Worth 2013) (mem. op.). We agree. Although members of this
Court have different views on the nature of the injury-producing
activity in this case, we agree that the recreational use statute
does not bar the underlying action. The court of appeals'
judgment is accordingly affirmed.
I
Sandra Williams and her husband sued the University of Texas
at Arlington (UTA) for injuries Williams sustained when she
fell at Maverick Stadium. The stadium is a 12,500 seat,
multipurpose facility located on the western edge of the UTA
campus. It served as UTA's football stadium through the 1985
season, after which the university gave up its football program.
The stadium is now used by the university's track-and-field
teams and is also leased to the Arlington Independent School
District for football games and other events. The Williamses
were at the stadium to watch their daughter's high school soccer
game.
[*50] After the game, Williams walked down the stadium stairs
to wait for her daughter, stopping at a guard rail that separates
the stands from the playing field. The [**3] stands are elevated
above the field, but a gate in the railing provides access to the
field when portable stairs are in place. On this occasion, the
stairs were not there, and the gate was closed.
The gate's latch had previously broken off, but the gate was
secured with a chain and padlock. While waiting for her
daughter, Williams leaned against this gate, which unexpectedly
opened. Williams fell five feet to the artificial-turf field below,
injuring a rib and her left arm.
In her premises liability suit against the university, Williams
alleged that UTA was negligent and grossly negligent in
securing the gate with a chain and lock it knew to be
inadequate, and in failing to maintain the gate and repair its
broken latch. UTA responded with a general denial, a plea to
the jurisdiction, and a motion to dismiss, asserting sovereign
immunity and the recreational use statute. See Tex. Civ. Prac. &
Rem. Code §§ 75.003(g), 101.058 ( [HN2] providing that to the
extent the recreational use statute applies, it controls over the
Tort Claims Act).
Williams argued that the recreational use statute did not apply
because she was not engaged in a recreational activity at the
time of the accident. In the alternative, she argued [**4] that, if
the statute applied, UTA's plea and motion to dismiss should
still be denied because she had raised a fact question regarding
UTA's gross negligence. [HN3] When applicable, the
recreational use statute limits the liability of landowners by
requiring proof of their gross negligence, malicious intent, or
bad faith in the premises liability case. Tex. Civ. Prac. & Rem.
Code § 75.002(d).
The trial court denied UTA's plea and motion, apparently
agreeing with Williams' arguments. The court of appeals
affirmed.455 S.W.3d 642, 2013 Tex. App. LEXIS 3985. UTA
appealed. We granted UTA's petition to consider whether
attending a soccer game as a spectator is a recreational activity
under the recreational use statute.
II
We begin, however, with our own jurisdiction, which is limited
when the appeal is from an interlocutory order, such as the trial
court's order here denying UTA's plea to the jurisdiction. UTA,
a state university, argues that we have jurisdiction under section
51.014(a)(8) of the Civil Practice and Remedies Code, which
authorizes an interlocutory appeal from the grant or denial of "a
plea to the jurisdiction by a governmental unit" such as UTA.
[HN4] Interlocutory appeals, however, are generally final in the
court of appeals unless there is a dissent in that court or a
conflict with another decision. [**5]See Stephen F. Austin State
Univ. v. Flynn, 228 S.W.3d 653, 656 (Tex. 2007); see also Tex.
Gov'T Code §§ 22.001(a)(2), 22.225(b)(3), (c).
UTA argues that the court of appeals' decision here conflicts
with one of our prior decisions. See City of Bellmead v. Torres,
89 S.W.3d 611 (Tex. 2002). In City of Bellmead, we concluded
that the recreational use statute applied to the user of
playground equipment in a city park because the activity was of
a type that the Legislature intended to include as recreation. Id.
at 615. UTA argues that the users of stadiums and sports fields
are similarly engaged in recreation under the statute and that the
court of appeals' determination to the contrary is in conflict
with City of Bellmead. UTA further points out that the court of
appeals' decision here conflicts with another court of appeals'
decision, which applied the recreational use statute to a
spectator at a baseball game. See Sam Houston State [*51]
Univ. v. Anderson, No. 10-07-00403-CV, 2008 Tex. App.
LEXIS 8614, 2008 WL 4901233, at *3 (Tex. App.--Waco Nov.
12, 2008, no pet.) (mem. op.) (concluding that statute applied to
a spectator whose arm was broken when the bleachers collapsed
during a baseball game).
[HN5] Decisions conflict when there is an "inconsistency in
[the] respective decisions that should be clarified to remove
unnecessary uncertainty in the law and unfairness to litigants."
Tex. Gov'T Code § 22.225(e). The conflict here satisfies that
definition and thus supports our [**6] jurisdiction. We turn
then to the recreational use statute and the question presented:
whether a spectator at a competitive-sports event is engaged in
"recreation" under the recreational use statute.
III
[HN6] The recreational use statute protects landowners who
open property for recreational purposes, limiting their liability
to the recreational user. State v. Shumake, 199 S.W.3d 279, 284
(Tex. 2006). The statute accomplishes this by elevating the
burden of proof in premises liability cases in which it applies.
See Stephen F. Austin State Univ., 228 S.W.3d at 659 (noting
that the statute "effectively requires . . . either gross negligence
or an intent to injure"). The statute, however, only applies to
recreational uses, which the statute defines through a non-
exclusive list of included activities. Under the statute,
[HN7] "Recreation" means an activity such as:
(A) hunting;
(B) fishing;
(C) swimming;
(D) boating;
(E) camping;
(F) picnicking;
(G) hiking;
(H) pleasure driving, including off-road motorcycling and off-
road automobile driving and the use of all-terrain vehicles;
(I) nature study, including bird-watching;
(J) cave exploration;
(K) waterskiing and other water sports;
(L) any other activity associated with enjoying nature or the
outdoors;
(M) bicycling and mountain biking;
(N) disc golf;
(O) on-leash [**7] and off-leash walking of dogs; or
(P) radio control flying and related activities.
Tex. Civ. Prac. & Rem. Code § 75.001(3) (emphasis added).
The issue in this case is whether the statutory term "recreation"
reasonably includes competitive sports and their spectators. We
did not answer that question in City of Bellmead v. Torres. See
89 S.W.3d at 614 (declining to decide whether "softball is . . .
recreation within the meaning of the Statute"). We did,
however, apply subpart (L) in that case to enlarge the statutory
list to include an omitted activity. Id. at 615. Because
competitive team sports--like soccer--and spectating are also
omitted from the recreational-activities list, the focus again is
on subpart (L)'s "any other activity associated with enjoying
nature or the outdoors."
As mentioned, we did not decide whether playing or watching
softball was "recreation" in City of Bellmead. The court of
appeals there, however, considered the issue and decided it was
not under the statute. Torres v. City of Bellmead, 40 S.W.3d
662, 664-65 (Tex. App.--Waco 2001), rev'd on other grounds,
89 S.W.3d 611 (Tex. 2002). Although Torres had gone to the
city's softball complex to play softball, we declined to consider
her purpose for [*52] entering the park, reasoning that her
purpose for entry did not control the statute's application. City
of Bellmead, 89 S.W.3d at 614 [**8] . Instead of softball, we
focused on Torres' use of a swing set in the park because that
was the activity that led to her injury. Id. In reversing the court
of appeals, we reasoned that the use of playground equipment,
although not specifically included in the statutory list as a
recreational activity, was nevertheless covered as "the type of
activity 'associated with enjoying . . . the outdoors'" under
subpart (L). Id. at 615 (quoting Tex. Civ. Prac. & Rem. Code §
75.001(3)(L)).
UTA argues that Williams was also engaged in recreation at the
time of her accident because her attendance at the soccer game
was similarly an "activity associated with enjoying nature or the
outdoors." Tex. Civ. Prac. & Rem. Code § 75.001(3)(L). UTA
describes subpart (L) as a "broad catchall provision" sufficient
to include spectators in stadiums who watch competitive-sports
events.
Williams responds that subpart (L) is not so broad. She argues
that the meaning of "any other activity associated with enjoying
nature or the outdoors" is informed by the other listed activities
and that none of these are similar to watching competitive
sports at a large, multipurpose stadium. Underpinning Williams'
argument is the principle of ejusdem generis.
That principle is a familiar canon of statutory construction,
which provides that [HN8] general terms and phrases should be
limited to matters similar in type to those specifically
enumerated. City of Houston v. Bates, 406 S.W.3d 539, 545
(Tex. 2013); see also Hilco Elec. Coop. v. Midlothian Butane
Gas Co., 111 S.W.3d 75, 81 (Tex. 2003) (noting that "when
words of a general nature are used in connection with the
designation of particular objects [**9] or classes of persons or
things, the meaning of the general words will be restricted to
the particular designation"). In a similar vein, we have noted
that context is fundamental to understanding the use of language
and that meaning cannot ordinarily be drawn from isolated
words or phrases but must typically be determined from
statutory context. TGS-NOPEC Geophysical Co. v. Combs, 340
S.W.3d 432, 439 (Tex. 2011).
We are also "typically inclined to apply a term's common
meaning [unless] a contrary intention is apparent from the
statute's context." Bates, 406 S.W.3d at 544. Were we to apply
recreation's ordinary meaning here, we would unquestionably
include competitive team sports and spectators within its scope.
See, e.g., Webster'S Ninth New Collegiate Dictionary 985
(1984) (defining "recreation" generally as refreshment from
work or a diversion; in other words, something done to relax or
have fun). But [HN9] the Legislature did not provide that the
statute was to cover recreation generally but rather defined the
term through section 75.001(3)'s list of included activities. And
although the Legislature has broadened the statute's reach over
the years, it has not made it generally applicable to all
refreshing, relaxing, or enjoyable activities. "Recreation" under
the statute has remained more specific [**10] than the word's
ordinary meaning.
When first enacted in 1965, the Legislature limited the statute
to hunting, fishing, or camping on private property.1 Over the
last fifty years, the Legislature has added to the recreational-
activities list, but as a class these activities have generally
remained consistent. For example, the list [*53] was enlarged
in 1981 to include "activities such as hunting, fishing,
swimming, boating, camping, picnicking, hiking, pleasure
driving, nature study, water skiing and water sports."2 An
accompanying bill analysis explained that the statute's "original
purpose" had been "to keep private land open for hunting,
fishing, and camping" but that "many other recreational
activities [had] gained popularity" since the law's original
enactment, "such as water skiing and cross-country hiking,
which require wide open spaces or lakes and streams that may
not be available in public parks or preserves near urban
centers."3 The analysis concluded that expanding the list of
activities "would encourage owners to open more land for such
uses."4
1 See Act of May 29, 1965, 59th Leg., R.S., ch. 677, § 1, 1965
Tex. Gen. Laws 1551 (protecting "any owner, lessee or
occupant of real property giv[ing] permission [**11] to another
to enter the premises for purposes of hunting, fishing and/or
camping").
2 See Act of May 30, 1981, 67th Leg., R.S., ch. 349, § 2, sec.
6(b), 1981 Tex. Gen. Laws 934.
3 House Study Group, Bill Analysis, Tex. H.B. 749, 67th Leg.,
R.S. (1981).
4 Id.
For the next fifteen years, the recreational-activities list
remained relatively unchanged. During this period, the statute
was recodified as chapter 75 of the Civil Practice and Remedies
Code,5 and in 1995 it was amended to extend its protection to
publicly held land.6
5 Act of May 17, 1985, 69th Leg., R.S., ch. 959, § 1, sec.
75.001-.003, 1985 Tex. Gen. Laws 3242, 3299.
6 Act of May 26, 1995, 74th Leg., R.S., ch. 520, § 2, 1995 Tex.
Gen. Laws 3276; see also Tex. Civ. Prac. & Rem. Code §
75.003(e) (noting chapter 75's general application to the
government); Shumake, 199 S.W.3d at 284 (noting statute's
application to both public and private land).
What UTA refers to as the "catchall" provision was added in
1997.7 The recreational-activities list was amended that year to
include "bird watching and any other activity associated with
enjoying nature or the outdoors."8 Bird-watching was added to
subpart (I)'s nature-study provision, while the "catchall" was
added at the list's end as subpart (L). See Tex. Civ. Prac. &
Rem. Code [**12] § 75.001(3)(I), (L). In 2005, more activities
were added.9 Bicycling and mountain biking, disc golf, and dog
walking joined the list, following the "catchall" provision as
subparts (M), (N), and (O). See id. § 75.001(3)(M)-(O). Off-
road motorcycling, off-road automobile driving, and the use of
all-terrain vehicles were also added that year, grouped together
with an existing subpart that identified pleasure driving as a
recreational activity. See id. § 75.001(3)(H). Two years later,
radio controlled flying and related activities were added.10 See
id. § 75.001(3)(P).
7 Act of April 24, 1997, 75th Leg., R.S., ch. 56, § 1, 1997 Tex.
Gen. Laws 123, 124.
8 See House Comm. on Civil Practices, Bill Analysis, Tex. H.B.
2664, 75th Leg., R.S. (1997).
9 Act of May 27, 2005, 79th Leg., R.S., ch. 932, § 1, 2005 Tex.
Gen. Laws 3178.
10 Act of May 23, 2007, 80th Leg., R.S., ch. 659, § 1, 2007
Tex. Gen. Laws 1235.
Justice Johnson argues that the 1997 amendments, which added
both bird-watching and the catchall provision to the statute's
recreational-activities list, enlarged the statute's reach to
outdoor sports and spectating because each is an "activity
associated with enjoying nature or the outdoors." S.W.3d at
(Johnson, J., concurring and dissenting) (quoting Tex. Civ.
Prac. & Rem. Code § 75.001(3)(L)). This amendment, [**13]
according to JUSTICE JOHNSON's writing, expanded statutory
"recreation" to include enjoyable outdoor activities, irrespective
of their connection to the more specific activities listed in the
statute. Principles of ejusdem generis, however, counsel that a
general or [*54] broad provision included within a more
specific list should be read in context and limited to matters
similar in type to those specifically enumerated. Bates, 406
S.W.3d at 545. Although Justice Johnson's writing correctly
observes that the statute's list of recreational activities is non-
exclusive, he nevertheless reads the statute's "catchall"
provision as far too inclusive. Subpart (L) does not "catch" an
activity simply because it occurs outside.
Justice Johnson further finds it illogical that the recreational
use statute should cover bird-watchers without including sports
spectators. But even bird-watching was arguably not a
recreational activity under the statute until 1997, when it was
expressly added to the existing nature-study activity.11 [HN10]
We see nothing illogical about the Legislature's decision to
include bird-watching as a covered recreational activity, but not
spectating at outdoor sports stadiums. A landowner who allows
a person to [**14] bird-watch opens his property for use in its
natural state. The landowner does not build a stadium or
otherwise make improvements for that purpose as in the case of
organized-sporting activity.
11 Act of April 24, 1997, 75th Leg., R.S., ch. 56, § 1, 1997 Tex.
Gen. Laws 123, 124 (amending "nature study" to include "bird-
watching").
Justice Johnson argues, however, that the statute does not limit
itself to natural conditions and therefore must also apply to
improvements, such as the 12,500-seat stadium here. S.W.3d
at . But subpart (L), the provision he relies on to draw this
stadium into the Act, refers to activities associated with the
enjoyment of nature or the outdoors. "Nature" and the
"outdoors" are synonyms, descriptive of "that part of the
physical world that is removed from human habitation." The
Merriam-Webster Thesaurus 472 (2005). Gathering together in a
stadium to cheer a soccer team is not to remove oneself from
human habitation but to embrace it; it is not the pursuit of
nature but rather the celebration of organized human activity.
The recreational use statute was originally enacted to encourage
landowners to open private land for natural pursuits.12 A
subsequent amendment extended the statute [**15] to public
lands and additional amendments have perhaps moved beyond
the original purpose, but the bird-watching amendment is not
one of them. Bird-watching conforms with the statute's original
purpose and provides no support for extending the statute to
spectators at a sports stadium. Indeed, [HN11] if the
Legislature intended for the recreational use statute to apply
generally to competitive sports and their spectators, the catchall
provision is a curious choice as it apparently applies to some
competitions but not others, that is, those played in open-air
stadiums instead of enclosed facilities.
12 See supra text accompanying notes 3-4.
It is apparent from the statute's development that subpart (L)'s
"catchall" was not intended simply to incorporate all other
outdoor activities into the statute. Had that been the
Legislature's intent, it would not have continued to add specific
outdoor activities after adding the "catchall" in 1997. But
subpart (L) must catch some unlisted activities; otherwise, it
would have no purpose. In City of Bellmead, we concluded that
it did catch the use of playground equipment because that was
"the type of activity 'associated with enjoying . . . the
outdoors'" that [**16] the Legislature had in mind when it
added subpart (L). City of Bellmead, 89 S.W.3d at 615 (quoting
Tex. Civ. Prac. & Rem. Code § 75.001(3)(L)).
[*55] But if the statute applies to a park playground, why
should it not also apply to a sports stadium and to parents
watching their children play there? UTA argues that no
difference exists between playgrounds and sports stadiums or
between those who watch or play at either place because both
activities are "associated with enjoying nature or the outdoors"
within the meaning of subpart (L). We disagree.
While both activities are more likely than not to occur outside,
their association with the enjoyment of nature or the outdoors is
different. [HN12] "The meaning of individual words 'may be
ascertained by reference to words associated with them in the
statute.'" Jaster v. Comet II Const., Inc., 438 S.W.3d 556, 566
(Tex. 2014) (plurality op.) (quoting Cnty. of Harris v. Eaton,
573 S.W.2d 177, 181 (Tex. 1978) (Steakley, J., dissenting)).
"[W]here two or more words of analogous meaning"--such as
"nature" and "the outdoors"--"are employed together in a
statute, they are understood to be used in their cognate sense, to
express the same relations and give color and expression to each
other." Id. (quoting Eaton, 573 S.W.2d at 181). Because of its
association with nature, "enjoying the outdoors" cannot include
every enjoyable outside activity, as Justice Boyd notes.
[**17]See S.W.3d at (Boyd, J., concurring). It must also
be associated with nature, or "that part of the physical world
that is removed from human habitation." In this sense, the
"outdoors" is not integral to the enjoyment of competitive sports
because the focus of that activity is the competition itself, not
where the competition takes place. In contrast, a park
playground is not so much a celebration of organized human
activity as it is a respite from it--a place where children can
run, play, and otherwise enjoy the outdoors. The enjoyment of
nature or the outdoors is thus a significant part of playground
activity, but is not integral to the enjoyment of competitive
sports. [HN13] Although soccer may be played in an open-air
stadium, a soccer game, as ordinarily understood, is not
associated with nature in the sense indicated by the statutory
definition of "recreation." Because the outdoors and nature are
not integral to the enjoyment of this activity and because the
activity is unlike the others the statute uses to define
"recreation," we conclude that subpart (L)'s so-called "catch-
all" does not catch this activity. See Tex. Civ. Prac. & Rem.
Code § 75.001(3) (listing the activities that define recreation
under the [**18] statute).
UTA, however, cites cases from several other states purportedly
holding that competitive sports and spectators are included as
recreational pursuits under their respective statutes. See, e.g.,
Catanzarite v. City of Springfield, 32 Mass. App. Ct. 967, 592
N.E.2d 752, 752-53 (Mass. App. Ct. 1992) (noting that "active
pursuits" like playing baseball and "passive pursuits" like
watching baseball are covered by the statute); see also Algave
v. Mayor & City Council of Ocean City, 5 F. Supp. 2d 354, 355
(D. Md. 1998) (playing soccer);13 Ambrose ex rel. Ambrose v.
Buhl Joint Sch. Dist., 126 Idaho 581, 887 P.2d 1088, 1089
(Idaho Ct. App. 1994) (playing baseball); Lowman ex. rel.
Lowman v. Ind. Area Sch. Dist., 96 Pa. Commw. 389, 507 A.2d
1270, 1273 (Pa. Commw. Ct. 1986) (baseball spectator); Brooks
v. Northwood Little League, Inc., 489 S.E.2d 647, 651, 327 S.C.
400 (S.C. Ct. App. 1997) (baseball spectator); Miller ex rel.
Fehring v. Wausau Underwriters Ins. Co., 2003 WI App 58, 260
Wis. 2d 581, 659 N.W.2d 494, 497-98 (Wis. Ct. App. 2003)
(playing soccer). UTA submits that these cases "illustrate [*56]
the way a recreational use statute is supposed to work."
13 This case does not apply Maryland's recreational use statute
but instead holds that summary judgment was correctly rendered
under principles of governmental immunity.
What these cases illustrate to us, however, is that recreational
use statutes throughout the country are neither uniform nor
uniformly applied.14 For example, Massachusetts, unlike Texas,
does not attempt to define recreation but instead extends its
statute's protection to any person "who lawfully permits the
public to use such land for recreational, conservation, scientific,
educational, environmental, ecological, research, religious, or
charitable purposes without imposing a charge or fee [**19]
therefor." Mass. Gen. Laws ch. 21, § 17C(a). As already
discussed, the ordinary meaning of the word "recreation" is
sufficiently broad to include competitive sports and their
spectators. Similarly, the Maryland statute defines "recreational
purpose" as "any recreational pursuit" and extends coverage to
land open "to the public for any recreational and educational
purpose." Md. Code Ann. Nat. Res. §§ 5-1101(g), 5-1102(a).
14 See generally Robin Cheryl Miller, Annotation, Effect of
Statute Limiting Landowner's Liability for Personal Injury to
Recreational User, 47 A.L.R. 4th 262 (1986). For a complete
list of recreational use statutes of the fifty states, see Elizabeth
R. Springsteen & Rusty W. Rumley, States' Recreational Use
Statutes, Nat'l Agric. L. Center,
http://archive.nationalaglawcenter.org/assets/recreationaluse/ind
ex.html (last visited Mar. 13, 2015).
Pennsylvania's recreational use statute is more like our own,
defining a "recreational purpose" to include "hunting, fishing,
swimming, boating, . . . camping, picnicking, hiking, pleasure
driving, nature study, water skiing, water sports, cave
exploration and viewing or enjoying historical, archaeological,
scenic, or scientific sites." 68 Pa. Stat. Ann. § 477-2(3). And as
UTA argues, an intermediate court in that state has said that
baseball should be included as a recreational purpose under
Pennsylvania's statute. Lowman, 507 A.2d at 1273. The
Pennsylvania Supreme Court, however, would seem [**20] to
disagree, as it has limited the state's recreational use statute to
land that remains largely in its natural state. Mills v.
Commonwealth, 534 Pa. 519, 633 A.2d 1115, 1118 (Pa. 1993);
see also Brown v. Tunkhannock Twp., 665 A.2d 1318, 1322 (Pa.
Commw. Ct. 1995) (recognizing that Lowman no longer
controls). It has noted that the statute "was not intended to
insulate owners of fully developed recreational facilities from
the normal duty of maintaining their property in a manner
consistent with the property's designated and intended use by
the public." Mills, 633 A.2d at 1119.
Unlike the Massachusetts, Maryland, and Pennsylvania statutes,
the Idaho statute includes "athletic competition" among its list
of "[r]ecreational purposes," and the South Carolina statute lists
"summer and winter sports" in its "[r]ecreational purpose" list.
Idaho Code Ann. § 36-1604(b)(4); S.C. Code Ann. § 27-3-20(d).
Wisconsin's statute also mentions "outdoor sport" as a
recreational activity but exempts certain organized team sports
from the definition. Wis. Stat. § 895.52(1)(g).15
15 The Wisconsin statute states that a "'[r]ecreational activity'
means any outdoor activity undertaken for the purpose of
exercise, relaxation or pleasure [and] . . . includes . . . any other
outdoor sport, game or educational activity [but] . . . does not
include any organized team sport activity sponsored by the
owner of the property on which the activity takes place." [**21]
WIS. STAT. § 895.52(1)(g). The Wisconsin Supreme Court has
said that despite this broad definition, "every outdoor activity is
not a recreational activity" for purposes of the statute. Minn.
Fire & Cas. Ins. Co. v. Paper Recycling of La Crosse, 2001 WI
64, 244 Wis. 2d 290, 627 N.W.2d 527, 533 (2001).
In contrast to these statutes, [HN14] the Texas statute mentions
only "water sports" [*57] among its list of recreational
activities.16 The only other part of the statute that arguably
associates recreational activity with any type of competitive
sport is section 75.002(e). Tex. Civ. Prac. & Rem. Code §
75.002(e). Section 75.002(e) adds certain hockey and skating
activities, as well as soap box derby and paintball uses as
recreational activities "if the activities take place on premises
owned, operated, or maintained by a governmental unit."17
16 Tex. Civ. Prac. & Rem. Code § 75.001(3)(K). It may be that
"disc golf," which was added to the list in 2005, is also a sport.
Id. § 75.001(3)(N).
17 Section 75.002(e) provides:
[HN15] (e) In this section, "recreation" means, in addition to
its meaning under Section 75.001, the following activities only
if the activities take place on premises owned, operated, or
maintained by a governmental unit for the purposes of those
activities:
(1) hockey and in-line hockey;
(2) skating, in-line skating, roller-skating, skateboarding, and
roller-blading;
(3) soap box derby use; and
(4) paintball use.
The hockey and skating activities [**22] were added in 1999,
when the Legislature decided to extend the statute's protection
to municipalities that provide a place for these activities, if they
"take place inside a facility owned, operated, or maintained by a
municipality."18 The bill analysis at the time described these
activities as "popular 'extreme sports.'"19 In 2003, the
Legislature amended the section to explain that the activities
did not have to be indoors for the statute to apply; "inside a
facility" was replaced with "on premises."20 The liability
limitation for these activities was further extended to any
governmental unit and is thus no longer specific to
municipalities.21 Soap box derby and paintball uses were
subsequently added.22 [HN16] But none of these amendments
suggests that the Legislature intended to include competitive
sports and spectating as recreational activities under the statute.
18 Act of May 20, 1999, 76th Leg., R.S., ch. 734, § 1, 1999
Tex. Gen. Laws 3345 (emphasis added).
19 See House Comm. on Civil Practices, Bill Analysis, Tex.
H.B. 1058, 76th Leg., R.S. (1999.)
20 Act of May 23, 2003, 78th Leg., R.S., ch. 739, § 1, 2003
Tex. Gen. Laws 2171.
21 Id.
22 Act of May 27, 2005, 79th Leg., R.S., ch. 932, § 2, 2005
Tex. Gen. Laws 3178, 3179; Act of May [**23] 10, 2007, 80th
Leg., R.S., ch. 227, § 1, 2007 Tex. Gen. Laws 315.
Because we conclude that the recreational use statute does not
apply to the activity in this case, we affirm the court of appeals'
judgment.
John P. Devine
Justice
Opinion Delivered: March 20, 2015
CONCUR BY: GUZMAN; WILLETT; BOYD; JOHNSON;
BROWN
CONCUR
Justice Guzman, joined by Justice Willett, concurring.
In City of Bellmead v. Torres, we held that whether the
recreational use statute applies depends on the particular
activity the plaintiff was engaging in at the time of the injury.
Here, the plaintiff was injured while attempting to acquire and
sign forms authorizing a high school to release her daughter
after the conclusion of a high school soccer match. Under City
of Bellmead, we must examine whether this particular activity
qualifies as recreational use. Under the statute's plain language
and our precedent, it does not. Justice Devine's plurality
opinion, however, departs from the precision our jurisprudence
[*58] requires by focusing on the activity the plaintiff had
completed before she was injured--spectating. Thus, while I join
in the Court's judgment that the recreational use statute does not
apply, I do so on different grounds. Accordingly, I [**24]
respectfully concur in the Court's judgment.
Absent gross negligence, malicious intent, or bad faith, the
recreational use statute protects property owners from claims
for personal injuries that occur on their property during
recreational activities. See Tex. Civ. Prac. & Rem. Code §
75.002(d). In City of Bellmead v. Torres, we explained that the
statute is a premises defect statute and, as a result, whether a
particular action qualifies as "recreation" turns entirely on the
precise activity the plaintiff was engaged in when the injury
occurs. 89 S.W.3d 611, 614 (Tex. 2002). Accordingly, we
categorized the various exploits the plaintiff engaged in while at
the park--playing softball and swinging on the swing--and then
focused narrowly on the activity the plaintiff was performing
when she was injured. Id. at 612, 614. In pinpointing the action
that caused the injury, we disregarded both the reasons the
plaintiff went to the park and the pursuits the plaintiff engaged
in before the injury occurred. Id. at 612. City of Bellmead
provides the framework for analyzing the applicability of the
recreational use statute to the circumstances in this case: (1)
what is the precise activity the plaintiff was engaged in when
she was injured and (2) does that particular [**25] activity
qualify as "recreation" under the statute?
There is no dispute that Sandra Williams had attended her
daughter's high school soccer game at the University of Texas
football stadium in Arlington and pursued that action to its
conclusion without incident. However, per the high school's
athletics policy, Williams's daughter could not leave the
stadium with her family after the game until a parent signed a
release form. Attempting to comply with school policy,
Williams walked down the stadium's steps to the field after the
game ended to gain access to the clipboard containing the form
she needed to sign to leave the stadium with her child. In the
process of acquiring the clipboard, Williams leaned on a gate
that provides access from the stands to the field. The gate
opened unexpectedly, and Williams fell five feet to the field
below, injuring her rib and left arm. It defies logic to conclude
Williams could have been a spectator when her injury occurred
because the match had ended. Instead, at the time Williams was
injured, she had fully transitioned to a new activity--acquiring
and signing a release form in accordance with school policy.
Because Williams was injured while acquiring [**26] a release
form, City of Bellmead requires us to determine whether this
activity is "recreation." As defined by statute, "recreation"
expressly includes: hunting, fishing, swimming, boating,
camping, picnicking, hiking, pleasure driving, nature study,
cave exploration, water sports, bicycling, mountain biking, disc
golf, dog walking, and radio control flying. Tex. Civ. Prac. &
Rem. Code § 75.001(3). None of these activities encompass the
act of retrieving one's child after a school sporting event. See
id. Thus, to be protected, the activity must fall within a catchall
provision extending the definition of recreation to "any other
activity associated with enjoying nature or the outdoors." Id. §
75.001(3)(L). To qualify as recreation, the principle of ejusdem
generis requires the activity be similar to those sports and
hobbies expressly identified in the statute. Cf. City of Houston
v. Bates, 406 S.W.3d 539, 545 (Tex. 2013). And in keeping with
this principle, Texas precedent identifies a number of similar
and thus qualifying recreational activities. See, e.g., City of
Bellmead, [*59] 89 S.W.3d at 614--15 (swinging); Univ. of
Tex. Health Science Center v. Garcia, 346 S.W.3d 220, 226
(Tex. App.--Houston [14th Dist.] 2011, no pet.) (playing beach
volleyball); Garcia v. City of Richardson, No. 05--01--01755--
CV, 2002 Tex. App. LEXIS 5556, 2002 WL 1752219, at *2--3
(Tex. App.--Dallas July 30, 2002, pet. denied) (mem. op., not
designated for [**27] publication) (playing an informal soccer
game); Kopplin v. City of Garland, 869 S.W.2d 433, 441 (Tex.
App.--Dallas 1993, writ denied) (playing on playground
equipment). In stark contrast to these obvious recreational
activities, the act of acquiring and signing a release form as a
precursor to leaving the stadium with your child is not akin to
the sports and hobbies expressly listed in the statute.
Justice Boyd asserts that the Legislature defined recreation to
broadly include activities that are incident to, but may not
themselves qualify, as "enjoying nature or the outdoors." Slip
op. at (BOYD, J., concurring). I disagree. Construing the
catchall provision to broadly encompass independent ancillary
activities--such as signing a consent authorization form--does
not comport with the principle of ejusdem generis, rendering the
prior and subsequent statutorily enumerated activities
superfluous. Rather, we must construe the catchall phrase no
more broadly than the Legislature intended. Bates, 406 S.W.3d
at 545.
The Legislature did not purport to incorporate an activity
merely because its occurs outdoors. See Sullivan v. City of Fort
Worth, No. 02-10-00223-CV, 2011 Tex. App. LEXIS 3866,
2011 WL 1902018, at *7 (Tex. App.--Fort Worth May 19, 2011,
pet. denied) (mem. op. on reh'g) (holding that a guest attending
a wedding in a city garden was not engaged in recreation when
she fell on an unlit pathway, [**28] reasoning that "[a]
wedding is not the type of activity in which people engage
assuming a risk of injury from physical activity. Thus, we do
not think that the wedding transforms from a ceremony to
recreation simply because it occurred outside."). Nor did the
Legislature intend to include activities that, while temporally
related to a recreational activity, have no actual connection to
an individual's enjoyment of nature or the outdoors. Instead, we
must construe the catchall provision narrowly to encompass
only those activities closely connected to enjoying the outdoors.
See Webster'S New Universal Abridged Dictionary 126 (1996)
("associate" means "usually accompanying"); Webster'S New
Collegiate Dictionary 67 (1980) (defining "associate" as
"closely connected."). Signing an authorization form, even when
it occurs at an outdoor stadium, bears no relationship to
activities associated with enjoying nature or the outdoors--
Williams could just as easily have arrived at the stadium solely
for the purpose of retrieving her child. In contrast, when the
evidence indicates an activity is closely related to a recreational
activity, the statute may apply. See, e.g., City of Plano v.
Homoky, 294 S.W.3d 809, 817 (Tex. App.--Dallas 2009, no
pet.) (falling in the clubhouse [**29] immediately after turning
in a golf scorecard is closely related to playing golf). Because
signing an authorization form is an activity unrelated to
enjoying the outdoors, I cannot conclude that the Legislature
intended that catchall provision to encompass this particular
activity.
Because Williams was not engaged in recreation at the time of
her injury, the recreational use statute does not bear on this
dispute, and we need not address whether spectating, in and of
itself, is a recreational use. Thus, I concur only in the Court's
judgment.
Eva M. Guzman
Justice
Justice Boyd, concurring.
Legend has it that Midas secured his father's ox cart to a
hitching post in ancient [*60] Phrygia using a knot that only
the future king of all of Asia could untie. The insoluble Gordian
Knot held fast for centuries, and even Alexander the Great
could not unwind its woven strands of bark.1 I think Midas
would have been quite proud of the Texas recreational use
statute and its definition of the word "recreation." Tex. Civ.
Prac. & Rem. Code §§ 75.001(3), .002(e).
1 See, e.g., Prudential Ins. Co. of Am. v. Nat'l Park Med. Ctr.,
Inc., 154 F.3d 812, 818 n.3 (8th Cir. 1998) (citing Funk and
Wagnalls Standard Dictionary of Folklore, Mythology, and
Legend 460 (Maria Leach ed., Funk & Wagnalls 1972) and
Bulfinch's Mythology 44 (Richard [**30] P. Martin ed., 1991));
Carl Michael Szabo, Thwack!! Take That, User-Generated
Content!: Marvel Enterprises v. NCSoft, 62 Fed. Comm. L. J.
541, 543 n.6 (2010) (citing Lynn E. Roller, Midas and the
Gordian Knot, 3 Classical Antiquity 256 (1984)); Jim Chen, The
Midas Touch, 7 Minn. J. L. Sci. & Tech. i nn.1--2 (2005) (citing
Thomas Bulfinch, Bulfinch'S Mythology: Illustrated Edition 46-
-48 (1979) and 2 W.W. Tarn, Alexander the Great 262 (1948));
Joseph H. King, Jr., The Misbegotten Libel-Proof Plaintiff
Doctrine and the "Gordian Knot" Syndrome, 29 Hofstra L. Rev.
343, 343--44 (2000) (citing Zbigniew Herbert, The Gordian
Knot, Kenyon Rev. 34 (Summer 1984) (John Carpenter &
Bogdana Carpenter trans.)); Edward J. Imwinkelried, The
Gordian Knot of the Treatment of Secondhand Facts Under
Federal Rule of Evidence 703 Governing the Admissibility of
Expert Opinions: Another Conflict Between Logic and Law, 3
U. Denv. Crim. L. Rev. 1, 28 (2013) (citing John Maxwell
O'Brien, Alexander the Great: The Invisible Enemy: A
Biography 69 (1992)).
The Court makes a valiant effort to determine what qualifies
under the statute as "any other activity associated with enjoying
nature or the outdoors." Id. § 75.001(3)(L). For the reasons
JUSTICE DEVINE explains in the plurality opinion, I agree that
the doctrine [**31] of ejusdem generis requires us to construe
that phrase to include only activities that are "similar in type"
to the specific activities the statute lists. Ante at . But the
plurality never defines what that "type" is, nor can it, because it
is not possible to fit all of the listed activities into any
particular "type." I agree with Justice Johnson that we cannot
say, as the plurality seems to suggest, that the "type" of
activities listed are only those that:
- use the property "in its natural state," ante at , because the
statute expressly defines "premises" to include "buildings" and
"structures"2 and lists several activities that often involve
improvements like pools (swimming), cabins (camping), ramps
(boating), tables (picnicking), and roads ("pleasure driving" and
bicycling);3
- are not a sport, or a team sport, or even a competitive team
sport, ante at , because the list includes several activities that
can be all of these, like fishing, swimming, boating, water
sports, bicycling, and disc golf;4
- do not involve "spectating," ante at , because the list
includes "bird-watching" and other activities in which much of
the enjoyment often derives from what the participant observes,
[**32] like boating, camping, picnicking, hiking, pleasure
driving, and cave exploration;5 or
- focus on "that part of the physical world that is removed from
human habitation," ante at , as opposed to a "celebration of
organized human activity," ante at , because the list includes
activities that are often enjoyed among groups of people and in
areas where [*61] people live and gather, like dog-walking,
hockey, and roller-skating.6
2 Tex. Civ. Prac. & Rem. Code § 75.001(2).
3 Id. § 75.001(3)(C)--(F), (H), (M).
4 Id. § 75.001(3)(B)--(D), (K), (M)--(N).
5 Id. § 75.001(3)(D)--(J).
6 Id. §§ 75.001(3)(O), 75.002(e)(1), (2).
Despite the plurality's admirable efforts, it is simply not
possible to describe a "type" of activity that includes things as
varied as swimming, disc golf, dog-walking, and hockey, but
does not include every activity "associated with enjoying nature
or the outdoors"--which would include spectating at an outdoor
competitive sporting event.
I am therefore sympathetic to Justice Johnson's conclusion that
"[t]he Legislature has not specified that . . . the activities must
be for enjoying the outdoors in limited, certain ways[.]" Post at
. But I cannot reach that conclusion because it ignores both the
rule of ejusdem generis and the reality that people can enjoy
doing almost anything outdoors. Applying the rule of ejusdem
generis [**33], I cannot conclude that "recreation" includes
eating on the patio at a local restaurant, walking from one store
to the next at an outlet mall, or driving to work with the top
down or windows open, even though "enjoyment of nature or
the outdoors" is "integral to the enjoyment of th[e] activity."
Ante at . Nor could I conclude that a person who "enjoys"
mowing the lawn is engaged in "recreation" but a person who
considers it to be an undesirable chore is not. Like the plurality,
I conclude that the statute limits the meaning of "recreation,"
but like Justice Johnson, I conclude that the statute provides no
clear guidance as to what those limits are.
Justice Guzman, meanwhile, would narrow our focus from the
broader purpose of the outing to "the particular activity the
plaintiff was engaging in at the time of the injury." Ante at .
Although the plaintiff in this case was at a stadium to watch her
daughter play soccer, she was actually injured "while attempting
to acquire and sign forms authorizing a high school to release
her daughter" after the game had ended. Ante at . Our
decision in City of Bellmead v. Torres provides some support
for JUSTICE GUZMAN's conclusion that we must focus [**34]
on the more narrow activity, 89 S.W.3d 611, 614 (Tex. 2002),
but the statute does not support her application of that principle
here. In my view, Justice Guzman's application of Bellmead
ultimately ignores both the statute's reference to any activity
"associated with" enjoying the outdoors and the reality that
every "recreational" activity includes more mundane actions
that are only "incident to" or "temporally related to," ante at ,
but may not themselves qualify as, "enjoying nature or the
outdoors." I would conclude, for example, that a camper is still
camping when he's walking to the park office to renew his
permit to stay another night, a boater is still boating when she's
tying the boat up to the dock, and a hunter is still hunting when
he's climbing out of the blind to grab another drink from the
cooler, even though these are only "temporally related," rather
than "closely connected," and may "have no actual connection
to an individual's enjoyment of nature or the outdoors." Ante at
.
Each of my colleagues' opinions in this case represents a
diligent and reasoned effort to make sense of the recreational
use statute, but I ultimately conclude that the statute cannot be
sensibly applied, at least without [**35] the aid of additional
canons of statutory construction. Alexander the Great himself
could not figure this one out. Instead, I suspect he would do
what legend says he did with Gordian's Knot: he would
unsheathe his sword and be done with it.7
7 See supra note 1.
[*62] Fortunately, we have a sword that is custom-made for a
statute like this one. As we have repeatedly explained, "if a
statute . . . deprives a person of a common law right, the statute
will be strictly construed in the sense that it will not be
extended beyond its plain meaning or applied to cases not
clearly within its purview." Satterfield v. Satterfield, 448
S.W.2d 456, 459 (Tex. 1969).8 "Of course, statutes can modify
common law rules, but before we construe one to do so, we
must look carefully to be sure that was what the Legislature
intended." Energy Serv. Co. of Bowie v. Superior Snubbing
Servs., Inc., 236 S.W.3d 190, 194 (Tex. 2007). Because statutes
abrogating common law causes of action are disfavored, we will
apply them only when there is "a clear repugnance between the
common law and statutory causes of action." Cash Am. Int'l Inc.
v. Bennett, 35 S.W.3d 12, 16 (Tex. 2000).
8 See Sw. Bell Tel., L.P. v. Harris Cnty. Toll Rd. Auth., 282
S.W.3d 59, 64 (Tex. 2009); Smith v. Sewell, 858 S.W.2d 350,
354 (Tex. 1993); Dutcher v. Owens, 647 S.W.2d 948, 951 (Tex.
1983). Justice Johnson declines to apply this canon of
construction in part because no party has argued "a question of
the . . . statute's constitutionality or the effect of its impairment
of a common law right." Post at . But this canon does not
apply only when there [**36] are constitutional challenges, and
it is the proper practice of this Court to rely on applicable
canons whenever we "cannot discern legislative intent in the
language of the statute itself." Tex. Lottery Comm'n v. First
State Bank of DeQueen, 325 S.W.3d 628, 639 (Tex. 2010). A
party does not "waive" the applicability of a canon of
construction by failing to raise it, and if our goal is to correctly
determine the meaning of an ambiguous statute, we cannot
refuse to rely on our guiding principles simply because no one
asks us to do so.
As the plurality notes, the recreational use statute "effectively
immunizes the landowner or occupant from ordinary negligence
claims[.]" Ante at . Because the statute deprives invitees of
their common law right to recover for injuries caused by a
landowner's negligence, and instead permits them to recover
only upon proof of gross negligence, malicious intent, or bad
faith, see Tex. Civ. Prac. & Rem. Code § 75.002(d), we must
strictly construe it and apply it only to cases that are "clearly
within its purview." Satterfield, 448 S.W.2d at 459 (emphasis
added). As the Court's varying opinions here demonstrate, this
case is not "clearly within [the] purview" of the statute. I would
therefore hold that the statute does not apply. I would not hold,
however, that the statute can [**37]never apply to a case
involving an activity that the statute does not list as an example
of "recreation." It may be, for example, that jogging, rock-
climbing, or repelling "clearly [fits] within [the] purview" of an
"activity associated with enjoying nature or the outdoors," as
limited by the doctrine of ejusdem generis, but we cannot
decide that issue here. What we must decide here is whether
spectating at a soccer game or retrieving a child after the game
fits that description, and since it does not do so clearly, I would
hold that the statute does not apply.
I must address one final point, however, regarding a different
"sword" that potentially clashes with the one I apply here.
When, as here, the defendant is a governmental unit that enjoys
sovereign immunity, see Univ. of Tex. Health Sci. Ctr. at San
Antonio v. Bailey, 332 S.W.3d 395, 397 n.5 (Tex. 2001) ("State
universities and their component entities are governmental
entities within the meaning of the Texas Tort Claims Act."), the
recreational use statute limits the scope of the Tort Claims Act's
waiver of immunity. See Tex. Civ. Prac. & Rem. Code §§
101.021(2) (providing that governmental units are liable for
"personal injury and death so caused by a [*63] condition or
use of . . . real property"), 101.025(a) (waiving immunity "to
the [**38] extent of liability created by this chapter"), 101.058
(providing that the recreational use statute controls "[t]o the
extent that [it] limits the liability of a governmental unit under
circumstances in which the governmental unit would be liable").
In this sense, the recreational use statute defines the extent of
the waiver of immunity, and "[w]e have repeatedly affirmed that
any purported statutory waiver of sovereign immunity should be
strictly construed in favor of retention of immunity." Prairie
View A & M Univ. v. Chatha, 381 S.W.3d 500, 513 (Tex.
2012). It could thus be argued that we should construe and
apply the statute broadly, rather than narrowly, to minimize the
extent of the statutory waiver and maximize the extent to which
the governmental unit retains its immunity. Cf. In re Smith, 333
S.W.3d 582, 587 (Tex. 2011) (explaining that "a statutory
waiver of sovereign immunity must be construed narrowly" and
"must be clear and unambiguous") (citing Mission Consol.
Indep. Sch. Dist. v. Garcia, 253 S.W.3d 653, 655 (Tex. 2008);
Wichita Falls State Hosp. v. Taylor, 106 S.W.3d 692, 697 (Tex.
2003); Tex. Gov't Code § 311.034).
I conclude, however, that the canon we announced in Satterfield
prevails here for at least three reasons. First, we are construing
the recreational use statute in this case, not the Tort Claims Act,
and because the recreational use statute applies to all owners,
lessees, and occupants of real property, including private parties
[**39] as well as governmental units, see Tex. Civ. Prac. &
Rem. Code §§ 75.002(a), .003(c), its primary effect is to
abrogate a common law cause of action. Creating an exception
to the Tort Claims Act's waiver of sovereign immunity is only a
secondary effect resulting from that Act's incorporation of the
statute by reference. Second, the recreational use statute
expressly states that it does not "create liability" or "waive
immunity," and that it controls over any conflict with the Tort
Claims Act. See id. § 75.003(d), (f). And third, in my view, the
canon of construction that requires courts to narrowly construe
a statute that waives immunity does not also require courts to
broadly construe separate statutes that provide exceptions to the
waiver as a secondary effect.
In summary, consistent with our well-established canons of
construction, I would hold that the recreational use statute does
not apply here because it deprives the claimant of a common
law right and the claimant's activities at issue here are not
"clearly within [the statute's] purview." I thus concur in the
Court's judgment affirming the court of appeals' judgment, but
for the different reasons I have explained.
Jeffrey S. Boyd
Justice
DISSENT BY: JOHNSON; BROWN
DISSENT
Justice Johnson [**40] , joined by Justice Brown, concurring
and dissenting.
I concur in the Court's judgment as to the Williamses' gross
negligence claim, but for two reasons I dissent from its
judgment as to their ordinary negligence claim. The first reason
I dissent is based on the language of the recreational use statute
by which Justice Devine reaches his decision in his plurality.
The second, which should be the first because it implicates the
University of Texas at Arlington's (UTA) immunity but which is
not addressed by the plurality, is based on the interaction of the
recreational use statute and the Texas Tort Claims Act as noted
by Justice Boyd in his concurring opinion. Tex. Civ. Prac. &
Rem. Code §§ 75.002 (recreational use statute), 101.021(2)
(Tort Claims Act).
As to the first reason I dissent--the language of the statute--the
recreational use statute includes bird watching among several
activities listed as being "recreation." Id. § 75.001(3)(I). Yet,
despite the statute [*64] specifying that "recreation" includes
persons engaged in outdoor activities "such as" the listed
activities and separately specifying that it also includes persons
engaged in "any other activity associated with enjoying nature
or the outdoors," id. § 75.001(3)(L) [**41] , the plurality
concludes that the Legislature intended that a parent engaged in
outdoor child watching and associated activities is not included.
S.W.3d , . The language of the statute does not support this
conclusion; the principle of ejusdem generis does not support it;
and I do not believe the Legislature intended it.
The plurality identifies the issue in this appeal as "whether the
statutory term 'recreation' reasonably includes competitive
sports and their spectators" when those subjects are not listed in
the recreational use statute, and concludes that it does not. Id. at
. In reaching this conclusion, the plurality notes that words in a
statute are generally interpreted according to their common
meaning unless a contrary intention is apparent from the
statute's context. Id. at (citing City of Houston v. Bates, 406
S.W.3d 539, 544 (Tex. 2014)). The plurality recognizes that
applying "recreation's" ordinary broad meaning--refreshment
from work or a diversion--would include both competitive
sports and spectating within its scope. Id. (citing Webster's
Ninth New Collegiate Dictionary 985 (1984)). The plurality
nevertheless concludes that this definition should not be applied
because the Legislature defined "recreation" more precisely
through a list of activities, and those do not include the
activities of a mother who watched her daughter's soccer game
and then was injured when a gate swung [**42] open while she
was in the process of waiting for and signing her daughter out
after the game. Id. at . I disagree with that conclusion.
The recreational use statute specifies that the term "recreation"
means activities "such as" those it lists, clearly indicating
legislative intent that the list is non-exclusive. Tex. Civ. Prac.
& Rem. Code § 75.001(3). The statute then enlarges even on its
broadly inclusive "such as" language by providing in a discrete
subdivision that "recreation" means an activity "such as . . . any
other activity associated with enjoying nature or the outdoors."
Id. § 75.001(3)(L) (emphasis added). Not surprisingly, this
Court has construed that language as reflecting legislative intent
for the statute to encompass activities not specifically listed,
including swinging on a swing. City of Bellmead v. Torres, 89
S.W.3d 611, 615 (Tex. 2002). In City of Bellmead the Court
said that "[w]hile the Recreational Use Statute does not
specifically list swinging as an example of recreation, it is
certainly within the type of activity 'associated with enjoying ...
the outdoors.'" Id. But according to the plurality, City of
Bellmead does not control here because "[t]he enjoyment of
nature or the outdoors is thus a significant part of playground
activity, but is not integral to [**43] the enjoyment of
competitive sports." S.W.3d at . The plurality attempts to
distinguish enjoying "nature" and the "outdoors" from organized
soccer by saying that "nature" and "outdoors" equate to that part
of the world removed from human habitation, while gathering in
a stadium to watch soccer is not removing oneself from human
habitation, but rather celebrating and embracing it. But there is
no contention or evidence that Williams either was in, or would
have been in, UTA's stadium or by the gate where she fell,
independent of her daughter's activities. What Williams was
embracing was not human habitation, but her daughter's
participation in outdoor athletic activities, just as parents
embrace their children's participation in all the outdoor
activities listed in [*65] the statute. A parent's enjoyment of
nature or the outdoors for the activities of visiting a playground
with a child or going boating, camping, picnicking, hiking, or
waterskiing with a child is hard to differentiate from what
Williams was doing when she was injured: participating to the
extent she could in her daughter's outdoor activities.
The plurality also distinguishes Williams's attending her
daughter's soccer game in a stadium [**44] from a parent's
attending a child's playdate at a playground by implicitly
categorizing playing--and spectating--at a playground as
enjoying "nature" which the plurality says is "that part of the
physical world that is removed from human habitation."
S.W.3d at . But by doing so, the plurality ignores the reality
that most playgrounds are designed to be in, and are constructed
in or close to, areas inhabited by humans; otherwise the
playground improvements would not be fully enjoyed and used.
The plurality points to no language in the statute differentiating
between competitive and non-competitive activities. That is
because nothing in the statute demonstrates legislative intent to
single out and exclude competitive sports from its reach.
Moreover, several of the listed activities such as fishing,
swimming, boating, off-road driving, water sports, bicycling,
disc golf, and radio-controlled airplane flying typically include
both non-competitive and competitive aspects.
Finally, the statute does not contain any language
differentiating team sports and activities from non-team sports
and activities. And certainly many of the listed activities such
as swimming, bicycling, water sports, boating, and fishing
[**45] include team competitions. To be sure, some teams may
have two or three members, some may have five or six
members, and others may have ten or eleven members or more.
But it is simply part of the human experience for leisure-time
activities to induce competitions, and competitions inevitably
lead to teams. And the statute does not exclude either from its
broad language.
As to Williams being a spectator or picking her daughter up
after the game, the Legislature could hardly have intended to
include only adult participants in activities covered by the
statute without at least some language in the statute saying so.
Yet that would be the effect of excluding parents and other
persons who make children's participation in outdoor activities
possible. Parents and adults typically take children to their
activities, sign them in, and remain to mix and mingle with
other parents while enjoying the outdoor activities as much as
(and possibly more than) the children, then sign the children out
and pick them up to take them home--just the type of activity in
which Williams was engaged. To hold that Williams is excluded
because she was either a spectator as to her daughter's outdoor
sports activities [**46] or in the process of picking her
daughter up after the game, both of those being activities
closely "associated with" the daughter's soccer game, reads the
language of § 75.001(3)(L) out of the statute. The holding
effectively means that the statute does not cover parents
engaging in activities associated with their children's
participation in outdoor sports, such as taking the children to
practices, games, and even simple play dates at a park where
there are swings and other improvements for the children to
enjoy, along with signing them in or out of those activities as
part of a security process, or sitting in stands or standing around
the field spectating and socializing with other parents and
participants (and occasionally offering coaching advice) while
waiting to take their children home.
[*66] The plurality argues that spectating at organized sporting
activities is distinguishable from bird watching because the
landowner who opens property for bird watching opens the
property in its natural state and does not build a stadium or
otherwise make improvements for that purpose. But nothing in
the statute says or indicates that it applies only when land is in
a natural state without improvements. Here, [**47] Williams's
injury was caused by an improvement to UTA's land--a gate that
swung open. Land that is fit for, and open for, birdwatching,
hunting, camping, swimming, cycling, and other activities listed
in the recreational use statute will almost invariably have some
type of improvements, including fences, gates, and swings. The
plurality's narrowing of the statute by effectively reading words
into it will bring into question the statute's application to
injuries causally related to various types of improvements to
land even though the activities are otherwise covered by the
statute. So in my view, the fact that UTA's property included
improvements and the Williamses' claims arose from one of
them, does not exclude the claim based on language in the
statute. Nor is it a distinguishing factor from the activities
listed any more than the statute distinguishes children playing
soccer from children swimming, diving from various heights of
diving boards, or playing water polo in teams at an outdoor
swimming pool--surely an improvement to a premises--or
children at a lake beach area cordoned off for swimming and
water sports, and the parents who take them there, sign them in
and out, and watch [**48] over them.
Simply put, people enjoy many kinds of outdoor activities in
different ways, in individual, group and team activities, in non-
competitive and competitive activities, and even in different
types of weather. The activities for the most part take place on
land that has improvements and the activities frequently have
associated requirements such as registering, signing in and out,
and in the case of children, having parents or responsible adults
perform those requirements. The Legislature has not specified
that in order for activities to come within the recreational use
statute, the activities must be for enjoying the outdoors in
limited, certain ways such as non-competitive, non-team
activities, or on land with limited or no improvements. The
statute only specifies that the activity must be recreational
"such as" in the ways listed in the statute, including the specific
subsection specifying "any other activity associated with
enjoying nature or the outdoors." Tex. Civ. Prac. & Rem. Code
§ 75.001(3)(L). The plurality narrows the scope of what it
concedes is broad statutory language. But narrowing the scope
of statutory language, even if it is as broad as the language in §
75.001(3)(L), is not a judicial [**49] prerogative. This Court
has explicated simple rules for reading language into or out of a
statute--to effect clear legislative intent, or to avoid a statute's
having an arbitrary, absurd or nonsensical effect. See Union
Carbide Corp. v. Synatzske, 438 S.W.3d 39, 54 (Tex. 2014)
(interpreting a statutory testing requirement to include a
relevance requirement not included in the statutory language in
order to yield a non-arbitrary, non-absurd result); City of
Rockwall v. Hughes, 246 S.W.3d 621, 630 (Tex. 2008)
("[C]hanging the meaning of the statute by adding words to it,
we believe, is a legislative function, not a judicial function.").
In my view there is no need to read words into or out of the
recreational use statute to effect clear legislative intent or to
avoid an arbitrary, absurd, or nonsensical result.
Justice Boyd raises two issues that bear addressing. As to the
first, he concludes that different canons of statutory
construction should be used to decide the issue [*67] because
the recreational use statute's primary purpose is to abrogate or
impair a common law cause of action. Without addressing the
merits of his reasoning, I disagree with this approach
procedurally because the question of the recreational use
statute's constitutionality or the effect of its impairment of a
Case Citation Delahanty v. Hinckley, 564 A.2d 758 (D.C. 1989).docx
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Case Citation Delahanty v. Hinckley, 564 A.2d 758 (D.C. 1989).docx

  • 1. Case Citation: Delahanty v. Hinckley, 564 A.2d 758 (D.C. 1989). Parties: Thomas and Jean Delahanty, Plaintiffs / Appellants John Hinckley, Defendant / Appellee Facts: Thomas Delahanty was seriously injured when John Hinckley attempted to assassinate President Ronald Reagan. John Hinckley used a “Saturday Night Special” in the assassination attempt that was manufactured by R. G. Industries, a subsidiary of Roehm. Procedural History: Appellants filed suit in U.S. District Court for the District of Columbia against John Hinkley, R.G. Industries, the gun manufacturer, Roehm, the manufacturer’s foreign parent company, and individual officers of Roehm, for injuries Appellant Thomas Delahanty suffered when Hinkley attempted to assassinate President Ronald Reagan. The District Court dismissed appellants’ complaint against R.G. Industries, Roehm, and individual officers of Roehm for failure to state a claim. On appeal, the U.S. Court of Appeals for the District of Columbia Circuit certified the question of whether, in the District of Columbia, “manufacturers and distributors of Saturday Night Specials may be strictly liable for injuries arising from these guns’ criminal use” to the District of Columbia Court of Appeals.
  • 2. Issues: Issue 1: Whether, in the District of Columbia, manufacturers and distributors of Saturday Night Specials may be held strictly liable for injuries arising from their criminal use? Issue 2: Whether established theories of tort law in the District of Columbia provide a cause of action against gun manufacturers and distributors for injuries arising from the guns’ criminal uses? Holdings: Issue 1: No. Manufacturers and distributors of Saturday Night Specials are not strictly liable for injuries arising from these guns’ criminal use. Issue 2: No. Established theories of tort law in the District of Columbia do not provide a cause of action against gun manufacturers and distributors for injuries arising from the guns’ criminal uses. Reasoning: Appellants advanced the following three theories in support of their position: Issue 1: a. Strict liability for sale of defective product
  • 3. The court rejected this theory of liability because appellants put on no evidence that the weapon Hinkley purchased and later used in the assassination attempt was in any way defective. Rather, appellants argued that the manufacturers had a duty to warn of the dangers of criminal misuse of the gun. The court found this argument unpersuasive, pointing out that a manufacturer has no duty to warn because the dangerous nature of guns self-evident. b. Strict liability for abnormally dangerous activity Appellants argued that the manufacturer should be held liable because the Saturday Night Special is “inherently and abnormally dangerous with no social value. The “abnormally dangerous activity” doctrine had never been applied to gun manufacturers in the District of Columbia. The Court rejected this application of the doctrine, since selling weapons is not an abnormally dangerous activity “in and of itself.” In response to appellants’ reliance on Kelly v. R.G. Industries, 304 Md. 124, 497 A.2d 1143 (1985), the court stated that it is not just cheap guns that may potentially by used to commit crimes, and that the Maryland legislature had specifically overridden the Kelly decision. Issue 2: While the general rule is that no tort liability exists for harm resulting from the criminal acts of third parties, an exception sometimes comes in to play when a
  • 4. special relationship exists between parties. Examples of such “special” relationships include landlord / tenant, hospital / patient, and school / student relationships. The court declined to extend this special relationship status to gun manufacturers and sellers / gun purchaser, as Appellants neither argued that any special relationship existed, nor suggested any way that gun manufacturers could prevent their gun purchasers from misusing the purchased gun for criminal acts. Decision: Affirmed. The court answered the certified question from the U.S. Court of Appeals for the District of Columbia. Traditional tort theories, such as negligence and strict liability, provide no basis for holding a gun manufacturer liable for injuries caused by a buyer of the gun to a third party. Comment: This case gives a good example of how appellate courts may certify issues to other courts (either lower or in different jurisdictions) for opinions. In this case, the U.S. Circuit Court of Appeals for the District of Columbia (federal appellate court) certified the issue to a Washington D.C. court because it presented a question of local law, not federal law.
  • 5. 1 H ow to B r ief a C ase P r epa r ed for the L egal Studies P rogr am A me r ican P ublic U nive rsity System D ecembe r 2013 I ntrodu ction : A case brief is a concise summary of the significance of a case. It is a bit like but with very special rules! It is a time-honored practice used throughout the legal profession and law schools. As a teaching tool, the case brief forces the student to identify and provide a written description of the most important aspects of a case. Legal precedent, also known as Stare D ecisis, is a doctrine which governs much of our legal process. and the rationale underlying it ---- that is, how the judges arrived at their decision ---- is essential to the study of law. The case brief serves as a very useful vehicle by means of which to analyze and understand judicial decisions. A case brie aspects of a case. A case brief is not an invitation to re-write the opinion or to paste together ed on your
  • 6. understanding of the case. Of cour words can be useful, if used sparingly. A case brief should be concise; it should be no more than 1-2 pages. There are at least several different methods or models for writing the case brief; these are based on personal preferences. In the Legal Studies Program, however, the format described here will be used for all of the case briefs which you are required to write in your courses. By using this uniform format, you will gain familiarity with the case analysis and brief writing process. opinion, rather than a mere summary. Therefore, the first step in the brief writing process is always to thoroughly read the entire case. This includes reading any concurring and dissenting opinions of members of the court. In this regard, be very sure that you are reading the entire opinion! In some internet based sources, the Syllabus (headnotes/summary) of the opinion is presented at one link, the majority opinion is presented at another link, etc. You need to read all portions of the opinion as all of them are relevant to your analysis of the case. For example, if there are strong dissenting opinions based on key legal points, this could predict what the court might decide in the future on similar issues. 1. C ase N ame and C itation: As a header on the first page of your brief, you should state citation to the case. (See Bluebook resources in the APUS library for more information about
  • 7. Bluebook format.) It is essential that the reader of your case brief know who initiated the litigation and who appealed. For example, in the sample case brief of the D elahanty case (see accompanying materials), Thomas and Jean Delahanty are clearly identified as the plaintiffs (parties who initiated the litigation) and as appellants (parties who sought appellate review of the 2 legal reporter in which the opinion is found, the volume and page on which the case appears, and the year in which the case was decided. 2. F acts: The Facts section is a short synopsis of the most important facts of the case. on of the court. Your facts which were analyzed by the court. Although other factual details might be interesting, only include them if they give the reader t include the nature of the lawsuit and the parties in the lawsuit. The goal in the Facts section is to would understand the facts of the case. 3. Proc edu ral H istory: The Procedural History section is a summary of previous
  • 8. proceedings between the parties from the time the case was initially filed to the present. This is important because most reported cases are appellate cases in which a previous decision was rendered in a trial court. It is essential that you understand how the case arrived in the court, the opinion of which you are briefing. Indeed, in many case brief assignments, you will brief an Opinion of the United States Supreme Court; in those instances, the case will likely have been in several different courts previously. that you understand that the losing party appeals to the next level of court. The D elahanty case is an example of a somewhat unusual case, but the unusual nature of the case is a good illustration of why the Procedural History of the case is so important. The civil lawsuit was filed by the Delahantys in federal court (United States District Court in the District of Columbia). Their case was dismissed and they appealed to the next level of federal court (the United States Court of Appeals for the District of Columbia Circuit). That federal appellate court needed to obtain the view of the court in the applicable local jurisdiction (the District of Columbia) on a specific legal question. In order to obtain that view, the federal about the opinion which was rendered by the local court, the District of Columbia Court of Appeals. 4. Issue(s): The issue should be a yes/no question which identifies the specific question the court must decide in order to rule in the case.
  • 9. distributors of Saturday Night Specials strictly liable for injuries arising from their criminal use There may be more than one main issue that the court must decide. If there are multiple issues, the issues should be set forth in a number f etc. 5. H olding(s):The Holding section succinctly states how the court answered the issues presented. Typically it includes a yes/no answer followed by the issue presented written in an answer format. It includes the legal principle relied on by the court. If there are multiple issues, there must be a corresponding number of holdings. 3 6. R easoning: This is a very important part of the brief. The Reasoning section describes why and how the court reached its holding in the case. This may include an application or revision of pre-existing legal principles, policy reasons and/or negative effects resulting from a different court ruling. If there are both a majority and dissenting opinion issued
  • 10. analyses. Likewise, if there is a concurring opinion, a brief description should be included in an additional subsection. If there are multiple issues, there must be a corresponding number of sub- sections within the Reasoning section. 7. D ecision: This section gives the Judgment rendered by the court. Describe the final it for additional proceedings? 8. C omments: Is there anything else that should be mentioned about this case? Is it a in the sense that the court significantly changed the law concerned a particular For example, in the D elahanty sample brief, a useful comment would be that the case is a good example of how appellate courts certify issues to other courts in order to obtain the legal opinion of the other court on a particular issue. Powered by iRubricLegal Studies Case Brief 100 % Exemplary
  • 11. 4 pts Accomplished 3.4 pts Developing 3 pts Beginning 2.6 pts Did not attempt 0 pts Case Name & Case Citation 5 % Complete identification of case name and the parties to the case. Exemplary Case name is correctly stated and parties correctly identified by name and by their role in the litigation; citation to the case itself is complete and accurate and comports with Bluebook format. Accomplished Case name is present and parties are identified; citation to the case is
  • 12. given; jurisdiction is evident; errors are minimal. Developing The Opinion can be located based on the information provided and the court which rendered it can be discerned, but elements of the case name and/or citation are missing. Beginning The Opinion cannot be accurately identified based on the information given and/or the parties’ role in the litigation cannot be discerned. Did not attempt The required element does not exist in the brief or is unrecognizable in the brief. Facts 10 % Key/relevant facts are fully provided and easily understandable. Exemplary
  • 13. All key/relevant facts are provided; additional facts provided only as necessary for the reader to understand the decision and the court’s analysis; facts are presented clearly and concisely and without error or confusion. Accomplished Most key/relevant facts are provided; irrelevant facts are omitted; statement of facts is understandable to the reader. Developing Important facts are missing and/or unnecessary detail is included; reader is confused by the presentation. Beginning Factual statement is incomplete or erroneous, rendering the brief unusable to the reader, at least in part. Did not attempt
  • 14. The required element does not exist in the brief or is unrecognizable in the brief. Procedural Posture 10 % Demonstrated all essential information dealing with the history of the case. Exemplary All essential information concerning the history of the case (origin, sequence of case events in various courts, and current posture) is included; courts’ names, jurisdictions, and actions are provided and are accurate. Accomplished The history of the case (where it started and how it came to this court) is presented with minimal errors in sequence or process. Developing Gaps in the history of the case or errors in case sequence or case events
  • 15. exist. Beginning Procedural history does not enable the reader to understand the history of the case and/or how it arrived in this court. Did not attempt The required element does not exist in the brief or is unrecognizable in the brief. Issue 10 % Proper statement and framing of the legal question/s. Exemplary The legal question or questions before this court are correctly and succinctly stated and the Issue if framed in terms of a question. Accomplished The legal question is presented accurately, but lacking in precision and/or is not framed as a
  • 16. question. Developing The legal issue is identified as a general topic and/or is stated in an overly broad manner; precision is lacking. Beginning The legal issue is incorrectly stated. Did not attempt The required element does not exist in the brief or is unrecognizable in the brief. Holding 5 % Full restatement of the court's resolution. Exemplary The court’s resolution of the legal issue is correctly and succinctly stated and is not confused with the Judgment or procedural disposition of the case; Issue and Holding “match”. Accomplished
  • 17. The court’s resolution of the legal issue is accurate but is lacking in precision. Developing The court’s resolution of the legal issue is overly broad or is inaccurate in some regard. Beginning The court’s resolution of the legal issue is incorrectly presented and/or the Holding of a different court is presented, thus presenting an inaccurate picture of this court’s decision. Did not attempt The required element does not exist in the brief or is unrecognizable in the brief. Judgment/Disposition 5 % Complete restatement of the court's disposition. Exemplary The disposition of the case
  • 18. and the relief, if any, granted by the court is accurately and clearly stated. Accomplished The disposition of the case is accurately stated, but lacks precision. Developing The disposition of the case can be discerned but is unclear to the reader. Beginning The disposition of the case is erroneously presented. Did not attempt The required element does not exist in the brief or is unrecognizable in the brief. Rationale/Analysis 25 % Thorough explanation of how the court reached its holding. Exemplary The court’s reasoning,
  • 19. analysis, and rationale are presented in a complete, succinct, and understandable manner. All relevant considerations are included. Accomplished The court’s reasoning and rationale are accurately presented; some analytical detail may be missing, but there are no errors. Developing The court’s reasoning is presented in only general terms which are not instructive to the reader. Beginning The court’s reasoning is erroneously presented, thereby misleading the reader. Did not attempt The required element does not exist in the brief or is unrecognizable in the brief.
  • 20. Dissent/Comment /Significance/Impact 10 % Identification and presentation of additional information that is needed to present a complete picture of the case. Exemplary The student made a correct decision concerning whether there is additional information or commentary which should be conveyed to the reader, including information about a Dissenting opinion; the information is conveyed in a clear and accurate manner. Impact on society, if any, is conveyed. Accomplished The student correctly noted the existence of a Dissenting opinion, if any, and accurately described it; information/comments, if any, relate to the opinion in a logical manner. Developing
  • 21. The student noted a Dissent and/or the significance of the case but described same in an unclear manner. Beginning The student failed to present necessary information about a Dissent or about the significance of the case or presented same in an inaccurate or misleading manner. Did not attempt The required element does not exist in the brief or is unrecognizable in the brief. Writing Standards 10 % Demonstrate the correct usage of grammar, spelling, and writing techniques. Exemplary Student demonstrates consistent and correct use of the rules of grammar usage, punctuation, and spelling. Language is clear and precise. Sentences
  • 22. display consistently strong, varied structure. Headings are used and correspond to the required elements of the case brief. Accomplished Student demonstrates consistent and correct use of the rules of grammar usage, punctuation and spelling, with a few minor errors. Headings are used and correspond to the required elements of the case brief. Developing Paper contains several grammatical, punctuation, and/or spelling errors. Language lacks clarity or includes some use of jargon and /or conversational tone. Some headings are missing or fail to correspond to the required elements of the case brief. Beginning Paper contains numerous grammatical, punctuation,
  • 23. and spelling errors. Language uses jargon or conversational tone; OR brief fails to use Headings. Did not attempt The required element does not exist in the brief or is unrecognizable in the brief. Citation of Sources 10 % Proper usage of the BlueBook citation style. Exemplary Student accurately quotes, paraphrases, and cites information in ways that are true to the original context with no errors. Accomplished Student quotes, paraphrases and cites information correctly and consistently, using information in ways that are true to the original context, with minimal errors. Developing
  • 24. Student quotes, paraphrases and cites information mostly correctly and consistently, in ways that are largely true to the original context. Beginning Student quotes, paraphrases and cites information but may have many errors of use the information out of context. Did not attempt The required element does not exist in the brief or is unrecognizable in the brief. Page 1 of 1 DOCUMENT UNIVERSITY OF TEXAS AT ARLINGTON, PETITIONER, v. SANDRA WILLIAMS AND STEVE WILLIAMS, RESPONDENTS NO. 13-0338 SUPREME COURT OF TEXAS
  • 25. 459 S.W.3d 48; 2015 Tex. LEXIS 268; 58 Tex. Sup. J. 514 October 9, 2014, Argued March 20, 2015, Opinion Delivered PRIOR HISTORY: [**1] ON PETITION FOR REVIEW FROM THE COURT OF APPEALS FOR THE SECOND DISTRICT OF TEXAS. Univ. of Tex. at Arlington v. Williams, 455 S.W.3d 640, 2013 Tex. App. LEXIS 3985 (Tex. App. Fort Worth, Mar. 28, 2013) CASE SUMMARY: OVERVIEW: HOLDINGS: [1]-The recreational use statute, Tex. Civ. Prac. & Rem. Code Ann. §§ 75.001-75.007, did not bar the spectator's underlying premises liability action after she fell at a college stadium because the activity of being a spectator at a competitive-sports event was too dissimilar to the others on the list under Tex. Civ. Prac. & Rem. Code Ann. § 75.001(3), to be included and thus, it was not "recreation" under the statute; [2]-Although soccer might be played in an open-air stadium, a soccer game, as ordinarily understood, was not associated with nature in the sense indicated by the statutory definition of "recreation." Because the outdoors and nature were not integral to the enjoyment of this activity and because the activity was unlike the others the statute uses to define "recreation," § 75.001(3)(L), the so-called "catch-all", did not catch that activity. OUTCOME: Judgment affirmed. CORE TERMS: recreational use, outdoor, sport, recreation, stadium, enjoying, plurality, recreational activity, competitive, soccer, spectator, immunity, daughter's, recreational,
  • 26. playground, enjoyment, catchall, playing, team, spectating, swimming, gate, Tex Gen Laws, camping, outdoor activities, landowner, boating, driving, governmental unit, fishing LexisNexis(R) Headnotes Torts > Premises Liability & Property > General Premises Liability > Premises > Recreational Facilities > Recreational Use Statutes [HN1] The recreational use statute, Tex. Civ. Prac. & Rem. Code Ann. §§ 75.001-75.007, provides limited protection to landowners and occupants who open their property for public recreational purposes. When applicable, the statute effectively immunizes the landowner or occupant from ordinary negligence claims associated with the property's recreational use by requiring the plaintiff to establish gross negligence, Tex. Civ. Prac. & Rem. Code Ann. § 75.002(c)-(d), (f). The statute, however, only applies to certain recreational uses that it defines through a list of activities it considers to be recreation, Tex. Civ. Prac. & Rem. Code Ann. § 75.001(3). Torts > Premises Liability & Property > General Premises Liability > Premises > Recreational Facilities > Recreational Use Statutes [HN2] Tex. Civ. Prac. & Rem. Code Ann. §§ 75.003(g) and 101.058 provide that, to the extent the recreational use statute, Tex. Civ. Prac. & Rem. Code Ann. §§ 75.001-75.007, applies, it controls over the Tort Claims Act. Torts > Premises Liability & Property > General Premises Liability > Premises > Recreational Facilities > Recreational Use Statutes [HN3] When applicable, the recreational use statute limits the liability of landowners by requiring proof of their gross negligence, malicious intent, or bad faith in the premises liability case, Tex. Civ. Prac. & Rem. Code Ann. § 75.002(d).
  • 27. Civil Procedure > Appeals > Appellate Jurisdiction > Interlocutory Orders [HN4] Interlocutory appeals are generally final in the court of appeals unless there is a dissent in that court or a conflict with another decision, Tex. Gov't Code Ann. §§ 22.001(a)(2), 22.225(b)(3), (c). Governments > Courts > Judicial Precedents [HN5] Decisions conflict when there is an inconsistency in the respective decisions that should be clarified to remove unnecessary uncertainty in the law and unfairness to litigants, Tex. Gov't Code Ann. § 22.225(e). Torts > Premises Liability & Property > General Premises Liability > Premises > Recreational Facilities > Recreational Use Statutes [HN6] The recreational use statute, Tex. Civ. Prac. & Rem. Code Ann. §§ 75.001-75.007, protects landowners who open property for recreational purposes, limiting their liability to the recreational user. The statute accomplishes this by elevating the burden of proof in premises liability cases in which it applies. The statute effectively requires either gross negligence or an intent to injure. The statute, however, only applies to recreational uses, which the statute defines through a non- exclusive list of included activities. Torts > Premises Liability & Property > General Premises Liability > Premises > Recreational Facilities > Recreational Use Statutes [HN7] See Tex. Civ. Prac. & Rem. Code Ann. § 75.001(3). Governments > Legislation > Interpretation [HN8] General terms and phrases should be limited to matters similar in type to those specifically enumerated. When words of a general nature are used in connection with the designation of
  • 28. particular objects or classes of persons or things, the meaning of the general words will be restricted to the particular designation. In a similar vein, context is fundamental to understanding the use of language and that meaning cannot ordinarily be drawn from isolated words or phrases but must typically be determined from statutory context. Courts are also typically inclined to apply a term's common meaning unless a contrary intention is apparent from the statute's context. Governments > Legislation > Interpretation Torts > Premises Liability & Property > General Premises Liability > Premises > Recreational Facilities > Recreational Use Statutes [HN9] The Legislature did not provide that the recreational use statute, Tex. Civ. Prac. & Rem. Code Ann. §§ 75.001-75.007, was to cover recreation generally but rather defined the term through the list of included activities under Tex. Civ. Prac. & Rem. Code Ann. § 75.001(3). Although the Legislature has broadened the statute's reach over the years, it has not made it generally applicable to all refreshing, relaxing, or enjoyable activities. "Recreation" under the statute has remained more specific than the word's ordinary meaning. Torts > Premises Liability & Property > General Premises Liability > Premises > Recreational Facilities > Recreational Use Statutes [HN10] Under the recreational use statute, Tex. Civ. Prac. & Rem. Code Ann. §§ 75.001-75.007, there was nothing illogical about the Legislature's decision to include bird-watching as a covered recreational activity, but not spectating at outdoor sports stadiums. A landowner who allows a person to bird-watch opens his property for use in its natural state. The landowner does not build a stadium or otherwise make improvements for that purpose as in the case of organized-sporting activity. Torts > Premises Liability & Property > General Premises
  • 29. Liability > Premises > Recreational Facilities > Recreational Use Statutes [HN11] If the Legislature intended for the recreational use statute, Tex. Civ. Prac. & Rem. Code Ann. §§ 75.001-75.007, to apply generally to competitive sports and their spectators, the catchall provision is a curious choice as it apparently applies to some competitions but not others, that is, those played in open- air stadiums instead of enclosed facilities. It is apparent from the statute's development that Tex. Civ. Prac. & Rem. Code Ann. § 75.001(3)(L) "catchall" was not intended simply to incorporate all other outdoor activities into the statute. Had that been the Legislature's intent, it would not have continued to add specific outdoor activities after adding the "catchall" in 1997. But § 75.001(3)(L) must catch some unlisted activities; otherwise, it would have no purpose. Torts > Premises Liability & Property > General Premises Liability > Premises > Recreational Facilities > Recreational Use Statutes Governments > Legislation > Interpretation [HN12] The meaning of individual words may be ascertained by reference to words associated with them in the statute. Where two or more words of analogous meaning, such as "nature" and "the outdoors", are employed together in a statute, they are understood to be used in their cognate sense, to express the same relations and give color and expression to each other. Because of its association with nature, "enjoying the outdoors" cannot include every enjoyable outside activity. It must also be associated with nature, or "that part of the physical world that is removed from human habitation." In this sense, the "outdoors" is not integral to the enjoyment of competitive sports because the focus of that activity is the competition itself, not where the competition takes place. Governments > Legislation > Interpretation Torts > Premises Liability & Property > General Premises
  • 30. Liability > Premises > Recreational Facilities > Recreational Use Statutes [HN13] Although soccer may be played in an open-air stadium, a soccer game, as ordinarily understood, is not associated with nature in the sense indicated by the statutory definition of "recreation." Because the outdoors and nature are not integral to the enjoyment of this activity and because the activity is unlike the others the statute uses to define "recreation," Tex. Civ. Prac. & Rem. Code Ann. § 75.001(3)(L), the so-called "catch-all", does not catch this activity. Torts > Premises Liability & Property > General Premises Liability > Premises > Recreational Facilities > Recreational Use Statutes [HN14] The Texas statute mentions only "water sports" among its list of recreational activities, Tex. Civ. Prac. & Rem. Code Ann. § 75.001(3)(K). The only other part of the statute that arguably associates recreational activity with any type of competitive sport is Tex. Civ. Prac. & Rem. Code Ann. § 75.002(e), which adds adds certain hockey and skating activities, as well as soap box derby and paintball uses as recreational activities if the activities take place on premises owned, operated, or maintained by a governmental unit. Torts > Premises Liability & Property > General Premises Liability > Premises > Recreational Facilities > Recreational Use Statutes [HN15] See Tex. Civ. Prac. & Rem. Code Ann. § 75.002(e). Torts > Premises Liability & Property > General Premises Liability > Premises > Recreational Facilities > Recreational Use Statutes [HN16] None of the amendments in the recreational use statute, Tex. Civ. Prac. & Rem. Code Ann. §§ 75.001-75.007, suggest that the Legislature intended to include competitive sports and spectating as recreational activities under the statute.
  • 31. COUNSEL: Amicus Curiae for Texas City Attorneys Association, Texas Municipal League: Laura F. Mueller, Texas Municipal League, Austin, TX. For University of Texas at Arlington, Petitioner: Arthur Cleveland D'Andrea, Assistant Solicitor General, Austin, TX; Daniel T. Hodge, First Assistant Attorney General, Austin, TX; Dustin Mark Howell, Office of the Attorney General of Texas, Austin, TX; Greg W. Abbott, Attorney General of Texas, Austin, TX; Jonathan F. Mitchell, Solicitor General, Office of the Attorney General, Austin, TX; Kevin Desiderio Molina, Attorney General's Office, Tort Litigation Division, Austin, TX. For Sandra Williams, Steve Williams, Respondent: Christopher J. Harris, David Lee Cook, Kimberly Fitzpatrick, Harris Cook LLP, Arlington, TX. JUDGES: JUSTICE DEVINE announced the judgment of the Court and delivered an opinion, in which CHIEF JUSTICE HECHT, JUSTICE GREEN, and JUSTICE LEHRMANN joined. JUSTICE GUZMAN filed a concurring opinion, in which JUSTICE WILLETT joined. JUSTICE BOYD filed a concurring opinion. JUSTICE JOHNSON filed an opinion, concurring in part and dissenting in part, in which JUSTICE BROWN joined. OPINION BY: John P. Devine OPINION [*49] [HN1] The recreational use statute provides limited protection to landowners and occupants who open their property for public recreational purposes. See Tex. Civ. Prac. & Rem. Code §§ 75.001-.007 (the recreational use statute). When applicable, the statute effectively immunizes the landowner or occupant from ordinary negligence claims associated with the
  • 32. property's recreational use by requiring the plaintiff to establish gross negligence. See id. § 75.002(c)-(d), (f). The statute, however, only applies to certain recreational uses that it defines through a list of activities it considers to be "recreation." Id. § 75.001(3). The question here is whether the statute's recreational-activity list reasonably includes a spectator at a competitive-sports event. The court of appeals [**2] concluded that this activity was too dissimilar to the others on the list to be included and accordingly held it was not "recreation" under the statute.455 S.W.3d 640, 648, 2013 Tex. App. LEXIS 3985 (Tex. App.--Fort Worth 2013) (mem. op.). We agree. Although members of this Court have different views on the nature of the injury-producing activity in this case, we agree that the recreational use statute does not bar the underlying action. The court of appeals' judgment is accordingly affirmed. I Sandra Williams and her husband sued the University of Texas at Arlington (UTA) for injuries Williams sustained when she fell at Maverick Stadium. The stadium is a 12,500 seat, multipurpose facility located on the western edge of the UTA campus. It served as UTA's football stadium through the 1985 season, after which the university gave up its football program. The stadium is now used by the university's track-and-field teams and is also leased to the Arlington Independent School District for football games and other events. The Williamses were at the stadium to watch their daughter's high school soccer game. [*50] After the game, Williams walked down the stadium stairs to wait for her daughter, stopping at a guard rail that separates the stands from the playing field. The [**3] stands are elevated above the field, but a gate in the railing provides access to the field when portable stairs are in place. On this occasion, the stairs were not there, and the gate was closed. The gate's latch had previously broken off, but the gate was
  • 33. secured with a chain and padlock. While waiting for her daughter, Williams leaned against this gate, which unexpectedly opened. Williams fell five feet to the artificial-turf field below, injuring a rib and her left arm. In her premises liability suit against the university, Williams alleged that UTA was negligent and grossly negligent in securing the gate with a chain and lock it knew to be inadequate, and in failing to maintain the gate and repair its broken latch. UTA responded with a general denial, a plea to the jurisdiction, and a motion to dismiss, asserting sovereign immunity and the recreational use statute. See Tex. Civ. Prac. & Rem. Code §§ 75.003(g), 101.058 ( [HN2] providing that to the extent the recreational use statute applies, it controls over the Tort Claims Act). Williams argued that the recreational use statute did not apply because she was not engaged in a recreational activity at the time of the accident. In the alternative, she argued [**4] that, if the statute applied, UTA's plea and motion to dismiss should still be denied because she had raised a fact question regarding UTA's gross negligence. [HN3] When applicable, the recreational use statute limits the liability of landowners by requiring proof of their gross negligence, malicious intent, or bad faith in the premises liability case. Tex. Civ. Prac. & Rem. Code § 75.002(d). The trial court denied UTA's plea and motion, apparently agreeing with Williams' arguments. The court of appeals affirmed.455 S.W.3d 642, 2013 Tex. App. LEXIS 3985. UTA appealed. We granted UTA's petition to consider whether attending a soccer game as a spectator is a recreational activity under the recreational use statute. II We begin, however, with our own jurisdiction, which is limited when the appeal is from an interlocutory order, such as the trial court's order here denying UTA's plea to the jurisdiction. UTA, a state university, argues that we have jurisdiction under section
  • 34. 51.014(a)(8) of the Civil Practice and Remedies Code, which authorizes an interlocutory appeal from the grant or denial of "a plea to the jurisdiction by a governmental unit" such as UTA. [HN4] Interlocutory appeals, however, are generally final in the court of appeals unless there is a dissent in that court or a conflict with another decision. [**5]See Stephen F. Austin State Univ. v. Flynn, 228 S.W.3d 653, 656 (Tex. 2007); see also Tex. Gov'T Code §§ 22.001(a)(2), 22.225(b)(3), (c). UTA argues that the court of appeals' decision here conflicts with one of our prior decisions. See City of Bellmead v. Torres, 89 S.W.3d 611 (Tex. 2002). In City of Bellmead, we concluded that the recreational use statute applied to the user of playground equipment in a city park because the activity was of a type that the Legislature intended to include as recreation. Id. at 615. UTA argues that the users of stadiums and sports fields are similarly engaged in recreation under the statute and that the court of appeals' determination to the contrary is in conflict with City of Bellmead. UTA further points out that the court of appeals' decision here conflicts with another court of appeals' decision, which applied the recreational use statute to a spectator at a baseball game. See Sam Houston State [*51] Univ. v. Anderson, No. 10-07-00403-CV, 2008 Tex. App. LEXIS 8614, 2008 WL 4901233, at *3 (Tex. App.--Waco Nov. 12, 2008, no pet.) (mem. op.) (concluding that statute applied to a spectator whose arm was broken when the bleachers collapsed during a baseball game). [HN5] Decisions conflict when there is an "inconsistency in [the] respective decisions that should be clarified to remove unnecessary uncertainty in the law and unfairness to litigants." Tex. Gov'T Code § 22.225(e). The conflict here satisfies that definition and thus supports our [**6] jurisdiction. We turn then to the recreational use statute and the question presented: whether a spectator at a competitive-sports event is engaged in "recreation" under the recreational use statute. III
  • 35. [HN6] The recreational use statute protects landowners who open property for recreational purposes, limiting their liability to the recreational user. State v. Shumake, 199 S.W.3d 279, 284 (Tex. 2006). The statute accomplishes this by elevating the burden of proof in premises liability cases in which it applies. See Stephen F. Austin State Univ., 228 S.W.3d at 659 (noting that the statute "effectively requires . . . either gross negligence or an intent to injure"). The statute, however, only applies to recreational uses, which the statute defines through a non- exclusive list of included activities. Under the statute, [HN7] "Recreation" means an activity such as: (A) hunting; (B) fishing; (C) swimming; (D) boating; (E) camping; (F) picnicking; (G) hiking; (H) pleasure driving, including off-road motorcycling and off- road automobile driving and the use of all-terrain vehicles; (I) nature study, including bird-watching; (J) cave exploration; (K) waterskiing and other water sports; (L) any other activity associated with enjoying nature or the outdoors; (M) bicycling and mountain biking; (N) disc golf; (O) on-leash [**7] and off-leash walking of dogs; or (P) radio control flying and related activities. Tex. Civ. Prac. & Rem. Code § 75.001(3) (emphasis added). The issue in this case is whether the statutory term "recreation" reasonably includes competitive sports and their spectators. We did not answer that question in City of Bellmead v. Torres. See 89 S.W.3d at 614 (declining to decide whether "softball is . . .
  • 36. recreation within the meaning of the Statute"). We did, however, apply subpart (L) in that case to enlarge the statutory list to include an omitted activity. Id. at 615. Because competitive team sports--like soccer--and spectating are also omitted from the recreational-activities list, the focus again is on subpart (L)'s "any other activity associated with enjoying nature or the outdoors." As mentioned, we did not decide whether playing or watching softball was "recreation" in City of Bellmead. The court of appeals there, however, considered the issue and decided it was not under the statute. Torres v. City of Bellmead, 40 S.W.3d 662, 664-65 (Tex. App.--Waco 2001), rev'd on other grounds, 89 S.W.3d 611 (Tex. 2002). Although Torres had gone to the city's softball complex to play softball, we declined to consider her purpose for [*52] entering the park, reasoning that her purpose for entry did not control the statute's application. City of Bellmead, 89 S.W.3d at 614 [**8] . Instead of softball, we focused on Torres' use of a swing set in the park because that was the activity that led to her injury. Id. In reversing the court of appeals, we reasoned that the use of playground equipment, although not specifically included in the statutory list as a recreational activity, was nevertheless covered as "the type of activity 'associated with enjoying . . . the outdoors'" under subpart (L). Id. at 615 (quoting Tex. Civ. Prac. & Rem. Code § 75.001(3)(L)). UTA argues that Williams was also engaged in recreation at the time of her accident because her attendance at the soccer game was similarly an "activity associated with enjoying nature or the outdoors." Tex. Civ. Prac. & Rem. Code § 75.001(3)(L). UTA describes subpart (L) as a "broad catchall provision" sufficient to include spectators in stadiums who watch competitive-sports events. Williams responds that subpart (L) is not so broad. She argues that the meaning of "any other activity associated with enjoying nature or the outdoors" is informed by the other listed activities and that none of these are similar to watching competitive
  • 37. sports at a large, multipurpose stadium. Underpinning Williams' argument is the principle of ejusdem generis. That principle is a familiar canon of statutory construction, which provides that [HN8] general terms and phrases should be limited to matters similar in type to those specifically enumerated. City of Houston v. Bates, 406 S.W.3d 539, 545 (Tex. 2013); see also Hilco Elec. Coop. v. Midlothian Butane Gas Co., 111 S.W.3d 75, 81 (Tex. 2003) (noting that "when words of a general nature are used in connection with the designation of particular objects [**9] or classes of persons or things, the meaning of the general words will be restricted to the particular designation"). In a similar vein, we have noted that context is fundamental to understanding the use of language and that meaning cannot ordinarily be drawn from isolated words or phrases but must typically be determined from statutory context. TGS-NOPEC Geophysical Co. v. Combs, 340 S.W.3d 432, 439 (Tex. 2011). We are also "typically inclined to apply a term's common meaning [unless] a contrary intention is apparent from the statute's context." Bates, 406 S.W.3d at 544. Were we to apply recreation's ordinary meaning here, we would unquestionably include competitive team sports and spectators within its scope. See, e.g., Webster'S Ninth New Collegiate Dictionary 985 (1984) (defining "recreation" generally as refreshment from work or a diversion; in other words, something done to relax or have fun). But [HN9] the Legislature did not provide that the statute was to cover recreation generally but rather defined the term through section 75.001(3)'s list of included activities. And although the Legislature has broadened the statute's reach over the years, it has not made it generally applicable to all refreshing, relaxing, or enjoyable activities. "Recreation" under the statute has remained more specific [**10] than the word's ordinary meaning. When first enacted in 1965, the Legislature limited the statute to hunting, fishing, or camping on private property.1 Over the last fifty years, the Legislature has added to the recreational-
  • 38. activities list, but as a class these activities have generally remained consistent. For example, the list [*53] was enlarged in 1981 to include "activities such as hunting, fishing, swimming, boating, camping, picnicking, hiking, pleasure driving, nature study, water skiing and water sports."2 An accompanying bill analysis explained that the statute's "original purpose" had been "to keep private land open for hunting, fishing, and camping" but that "many other recreational activities [had] gained popularity" since the law's original enactment, "such as water skiing and cross-country hiking, which require wide open spaces or lakes and streams that may not be available in public parks or preserves near urban centers."3 The analysis concluded that expanding the list of activities "would encourage owners to open more land for such uses."4 1 See Act of May 29, 1965, 59th Leg., R.S., ch. 677, § 1, 1965 Tex. Gen. Laws 1551 (protecting "any owner, lessee or occupant of real property giv[ing] permission [**11] to another to enter the premises for purposes of hunting, fishing and/or camping"). 2 See Act of May 30, 1981, 67th Leg., R.S., ch. 349, § 2, sec. 6(b), 1981 Tex. Gen. Laws 934. 3 House Study Group, Bill Analysis, Tex. H.B. 749, 67th Leg., R.S. (1981). 4 Id. For the next fifteen years, the recreational-activities list remained relatively unchanged. During this period, the statute was recodified as chapter 75 of the Civil Practice and Remedies Code,5 and in 1995 it was amended to extend its protection to publicly held land.6
  • 39. 5 Act of May 17, 1985, 69th Leg., R.S., ch. 959, § 1, sec. 75.001-.003, 1985 Tex. Gen. Laws 3242, 3299. 6 Act of May 26, 1995, 74th Leg., R.S., ch. 520, § 2, 1995 Tex. Gen. Laws 3276; see also Tex. Civ. Prac. & Rem. Code § 75.003(e) (noting chapter 75's general application to the government); Shumake, 199 S.W.3d at 284 (noting statute's application to both public and private land). What UTA refers to as the "catchall" provision was added in 1997.7 The recreational-activities list was amended that year to include "bird watching and any other activity associated with enjoying nature or the outdoors."8 Bird-watching was added to subpart (I)'s nature-study provision, while the "catchall" was added at the list's end as subpart (L). See Tex. Civ. Prac. & Rem. Code [**12] § 75.001(3)(I), (L). In 2005, more activities were added.9 Bicycling and mountain biking, disc golf, and dog walking joined the list, following the "catchall" provision as subparts (M), (N), and (O). See id. § 75.001(3)(M)-(O). Off- road motorcycling, off-road automobile driving, and the use of all-terrain vehicles were also added that year, grouped together with an existing subpart that identified pleasure driving as a recreational activity. See id. § 75.001(3)(H). Two years later, radio controlled flying and related activities were added.10 See id. § 75.001(3)(P). 7 Act of April 24, 1997, 75th Leg., R.S., ch. 56, § 1, 1997 Tex. Gen. Laws 123, 124. 8 See House Comm. on Civil Practices, Bill Analysis, Tex. H.B. 2664, 75th Leg., R.S. (1997). 9 Act of May 27, 2005, 79th Leg., R.S., ch. 932, § 1, 2005 Tex.
  • 40. Gen. Laws 3178. 10 Act of May 23, 2007, 80th Leg., R.S., ch. 659, § 1, 2007 Tex. Gen. Laws 1235. Justice Johnson argues that the 1997 amendments, which added both bird-watching and the catchall provision to the statute's recreational-activities list, enlarged the statute's reach to outdoor sports and spectating because each is an "activity associated with enjoying nature or the outdoors." S.W.3d at (Johnson, J., concurring and dissenting) (quoting Tex. Civ. Prac. & Rem. Code § 75.001(3)(L)). This amendment, [**13] according to JUSTICE JOHNSON's writing, expanded statutory "recreation" to include enjoyable outdoor activities, irrespective of their connection to the more specific activities listed in the statute. Principles of ejusdem generis, however, counsel that a general or [*54] broad provision included within a more specific list should be read in context and limited to matters similar in type to those specifically enumerated. Bates, 406 S.W.3d at 545. Although Justice Johnson's writing correctly observes that the statute's list of recreational activities is non- exclusive, he nevertheless reads the statute's "catchall" provision as far too inclusive. Subpart (L) does not "catch" an activity simply because it occurs outside. Justice Johnson further finds it illogical that the recreational use statute should cover bird-watchers without including sports spectators. But even bird-watching was arguably not a recreational activity under the statute until 1997, when it was expressly added to the existing nature-study activity.11 [HN10] We see nothing illogical about the Legislature's decision to include bird-watching as a covered recreational activity, but not spectating at outdoor sports stadiums. A landowner who allows a person to [**14] bird-watch opens his property for use in its natural state. The landowner does not build a stadium or otherwise make improvements for that purpose as in the case of organized-sporting activity.
  • 41. 11 Act of April 24, 1997, 75th Leg., R.S., ch. 56, § 1, 1997 Tex. Gen. Laws 123, 124 (amending "nature study" to include "bird- watching"). Justice Johnson argues, however, that the statute does not limit itself to natural conditions and therefore must also apply to improvements, such as the 12,500-seat stadium here. S.W.3d at . But subpart (L), the provision he relies on to draw this stadium into the Act, refers to activities associated with the enjoyment of nature or the outdoors. "Nature" and the "outdoors" are synonyms, descriptive of "that part of the physical world that is removed from human habitation." The Merriam-Webster Thesaurus 472 (2005). Gathering together in a stadium to cheer a soccer team is not to remove oneself from human habitation but to embrace it; it is not the pursuit of nature but rather the celebration of organized human activity. The recreational use statute was originally enacted to encourage landowners to open private land for natural pursuits.12 A subsequent amendment extended the statute [**15] to public lands and additional amendments have perhaps moved beyond the original purpose, but the bird-watching amendment is not one of them. Bird-watching conforms with the statute's original purpose and provides no support for extending the statute to spectators at a sports stadium. Indeed, [HN11] if the Legislature intended for the recreational use statute to apply generally to competitive sports and their spectators, the catchall provision is a curious choice as it apparently applies to some competitions but not others, that is, those played in open-air stadiums instead of enclosed facilities. 12 See supra text accompanying notes 3-4. It is apparent from the statute's development that subpart (L)'s
  • 42. "catchall" was not intended simply to incorporate all other outdoor activities into the statute. Had that been the Legislature's intent, it would not have continued to add specific outdoor activities after adding the "catchall" in 1997. But subpart (L) must catch some unlisted activities; otherwise, it would have no purpose. In City of Bellmead, we concluded that it did catch the use of playground equipment because that was "the type of activity 'associated with enjoying . . . the outdoors'" that [**16] the Legislature had in mind when it added subpart (L). City of Bellmead, 89 S.W.3d at 615 (quoting Tex. Civ. Prac. & Rem. Code § 75.001(3)(L)). [*55] But if the statute applies to a park playground, why should it not also apply to a sports stadium and to parents watching their children play there? UTA argues that no difference exists between playgrounds and sports stadiums or between those who watch or play at either place because both activities are "associated with enjoying nature or the outdoors" within the meaning of subpart (L). We disagree. While both activities are more likely than not to occur outside, their association with the enjoyment of nature or the outdoors is different. [HN12] "The meaning of individual words 'may be ascertained by reference to words associated with them in the statute.'" Jaster v. Comet II Const., Inc., 438 S.W.3d 556, 566 (Tex. 2014) (plurality op.) (quoting Cnty. of Harris v. Eaton, 573 S.W.2d 177, 181 (Tex. 1978) (Steakley, J., dissenting)). "[W]here two or more words of analogous meaning"--such as "nature" and "the outdoors"--"are employed together in a statute, they are understood to be used in their cognate sense, to express the same relations and give color and expression to each other." Id. (quoting Eaton, 573 S.W.2d at 181). Because of its association with nature, "enjoying the outdoors" cannot include every enjoyable outside activity, as Justice Boyd notes. [**17]See S.W.3d at (Boyd, J., concurring). It must also be associated with nature, or "that part of the physical world that is removed from human habitation." In this sense, the "outdoors" is not integral to the enjoyment of competitive sports
  • 43. because the focus of that activity is the competition itself, not where the competition takes place. In contrast, a park playground is not so much a celebration of organized human activity as it is a respite from it--a place where children can run, play, and otherwise enjoy the outdoors. The enjoyment of nature or the outdoors is thus a significant part of playground activity, but is not integral to the enjoyment of competitive sports. [HN13] Although soccer may be played in an open-air stadium, a soccer game, as ordinarily understood, is not associated with nature in the sense indicated by the statutory definition of "recreation." Because the outdoors and nature are not integral to the enjoyment of this activity and because the activity is unlike the others the statute uses to define "recreation," we conclude that subpart (L)'s so-called "catch- all" does not catch this activity. See Tex. Civ. Prac. & Rem. Code § 75.001(3) (listing the activities that define recreation under the [**18] statute). UTA, however, cites cases from several other states purportedly holding that competitive sports and spectators are included as recreational pursuits under their respective statutes. See, e.g., Catanzarite v. City of Springfield, 32 Mass. App. Ct. 967, 592 N.E.2d 752, 752-53 (Mass. App. Ct. 1992) (noting that "active pursuits" like playing baseball and "passive pursuits" like watching baseball are covered by the statute); see also Algave v. Mayor & City Council of Ocean City, 5 F. Supp. 2d 354, 355 (D. Md. 1998) (playing soccer);13 Ambrose ex rel. Ambrose v. Buhl Joint Sch. Dist., 126 Idaho 581, 887 P.2d 1088, 1089 (Idaho Ct. App. 1994) (playing baseball); Lowman ex. rel. Lowman v. Ind. Area Sch. Dist., 96 Pa. Commw. 389, 507 A.2d 1270, 1273 (Pa. Commw. Ct. 1986) (baseball spectator); Brooks v. Northwood Little League, Inc., 489 S.E.2d 647, 651, 327 S.C. 400 (S.C. Ct. App. 1997) (baseball spectator); Miller ex rel. Fehring v. Wausau Underwriters Ins. Co., 2003 WI App 58, 260 Wis. 2d 581, 659 N.W.2d 494, 497-98 (Wis. Ct. App. 2003) (playing soccer). UTA submits that these cases "illustrate [*56] the way a recreational use statute is supposed to work."
  • 44. 13 This case does not apply Maryland's recreational use statute but instead holds that summary judgment was correctly rendered under principles of governmental immunity. What these cases illustrate to us, however, is that recreational use statutes throughout the country are neither uniform nor uniformly applied.14 For example, Massachusetts, unlike Texas, does not attempt to define recreation but instead extends its statute's protection to any person "who lawfully permits the public to use such land for recreational, conservation, scientific, educational, environmental, ecological, research, religious, or charitable purposes without imposing a charge or fee [**19] therefor." Mass. Gen. Laws ch. 21, § 17C(a). As already discussed, the ordinary meaning of the word "recreation" is sufficiently broad to include competitive sports and their spectators. Similarly, the Maryland statute defines "recreational purpose" as "any recreational pursuit" and extends coverage to land open "to the public for any recreational and educational purpose." Md. Code Ann. Nat. Res. §§ 5-1101(g), 5-1102(a). 14 See generally Robin Cheryl Miller, Annotation, Effect of Statute Limiting Landowner's Liability for Personal Injury to Recreational User, 47 A.L.R. 4th 262 (1986). For a complete list of recreational use statutes of the fifty states, see Elizabeth R. Springsteen & Rusty W. Rumley, States' Recreational Use Statutes, Nat'l Agric. L. Center, http://archive.nationalaglawcenter.org/assets/recreationaluse/ind ex.html (last visited Mar. 13, 2015). Pennsylvania's recreational use statute is more like our own, defining a "recreational purpose" to include "hunting, fishing, swimming, boating, . . . camping, picnicking, hiking, pleasure driving, nature study, water skiing, water sports, cave
  • 45. exploration and viewing or enjoying historical, archaeological, scenic, or scientific sites." 68 Pa. Stat. Ann. § 477-2(3). And as UTA argues, an intermediate court in that state has said that baseball should be included as a recreational purpose under Pennsylvania's statute. Lowman, 507 A.2d at 1273. The Pennsylvania Supreme Court, however, would seem [**20] to disagree, as it has limited the state's recreational use statute to land that remains largely in its natural state. Mills v. Commonwealth, 534 Pa. 519, 633 A.2d 1115, 1118 (Pa. 1993); see also Brown v. Tunkhannock Twp., 665 A.2d 1318, 1322 (Pa. Commw. Ct. 1995) (recognizing that Lowman no longer controls). It has noted that the statute "was not intended to insulate owners of fully developed recreational facilities from the normal duty of maintaining their property in a manner consistent with the property's designated and intended use by the public." Mills, 633 A.2d at 1119. Unlike the Massachusetts, Maryland, and Pennsylvania statutes, the Idaho statute includes "athletic competition" among its list of "[r]ecreational purposes," and the South Carolina statute lists "summer and winter sports" in its "[r]ecreational purpose" list. Idaho Code Ann. § 36-1604(b)(4); S.C. Code Ann. § 27-3-20(d). Wisconsin's statute also mentions "outdoor sport" as a recreational activity but exempts certain organized team sports from the definition. Wis. Stat. § 895.52(1)(g).15 15 The Wisconsin statute states that a "'[r]ecreational activity' means any outdoor activity undertaken for the purpose of exercise, relaxation or pleasure [and] . . . includes . . . any other outdoor sport, game or educational activity [but] . . . does not include any organized team sport activity sponsored by the owner of the property on which the activity takes place." [**21] WIS. STAT. § 895.52(1)(g). The Wisconsin Supreme Court has said that despite this broad definition, "every outdoor activity is not a recreational activity" for purposes of the statute. Minn. Fire & Cas. Ins. Co. v. Paper Recycling of La Crosse, 2001 WI
  • 46. 64, 244 Wis. 2d 290, 627 N.W.2d 527, 533 (2001). In contrast to these statutes, [HN14] the Texas statute mentions only "water sports" [*57] among its list of recreational activities.16 The only other part of the statute that arguably associates recreational activity with any type of competitive sport is section 75.002(e). Tex. Civ. Prac. & Rem. Code § 75.002(e). Section 75.002(e) adds certain hockey and skating activities, as well as soap box derby and paintball uses as recreational activities "if the activities take place on premises owned, operated, or maintained by a governmental unit."17 16 Tex. Civ. Prac. & Rem. Code § 75.001(3)(K). It may be that "disc golf," which was added to the list in 2005, is also a sport. Id. § 75.001(3)(N). 17 Section 75.002(e) provides: [HN15] (e) In this section, "recreation" means, in addition to its meaning under Section 75.001, the following activities only if the activities take place on premises owned, operated, or maintained by a governmental unit for the purposes of those activities: (1) hockey and in-line hockey; (2) skating, in-line skating, roller-skating, skateboarding, and roller-blading; (3) soap box derby use; and (4) paintball use. The hockey and skating activities [**22] were added in 1999, when the Legislature decided to extend the statute's protection to municipalities that provide a place for these activities, if they "take place inside a facility owned, operated, or maintained by a
  • 47. municipality."18 The bill analysis at the time described these activities as "popular 'extreme sports.'"19 In 2003, the Legislature amended the section to explain that the activities did not have to be indoors for the statute to apply; "inside a facility" was replaced with "on premises."20 The liability limitation for these activities was further extended to any governmental unit and is thus no longer specific to municipalities.21 Soap box derby and paintball uses were subsequently added.22 [HN16] But none of these amendments suggests that the Legislature intended to include competitive sports and spectating as recreational activities under the statute. 18 Act of May 20, 1999, 76th Leg., R.S., ch. 734, § 1, 1999 Tex. Gen. Laws 3345 (emphasis added). 19 See House Comm. on Civil Practices, Bill Analysis, Tex. H.B. 1058, 76th Leg., R.S. (1999.) 20 Act of May 23, 2003, 78th Leg., R.S., ch. 739, § 1, 2003 Tex. Gen. Laws 2171. 21 Id. 22 Act of May 27, 2005, 79th Leg., R.S., ch. 932, § 2, 2005 Tex. Gen. Laws 3178, 3179; Act of May [**23] 10, 2007, 80th Leg., R.S., ch. 227, § 1, 2007 Tex. Gen. Laws 315. Because we conclude that the recreational use statute does not apply to the activity in this case, we affirm the court of appeals' judgment. John P. Devine Justice Opinion Delivered: March 20, 2015 CONCUR BY: GUZMAN; WILLETT; BOYD; JOHNSON;
  • 48. BROWN CONCUR Justice Guzman, joined by Justice Willett, concurring. In City of Bellmead v. Torres, we held that whether the recreational use statute applies depends on the particular activity the plaintiff was engaging in at the time of the injury. Here, the plaintiff was injured while attempting to acquire and sign forms authorizing a high school to release her daughter after the conclusion of a high school soccer match. Under City of Bellmead, we must examine whether this particular activity qualifies as recreational use. Under the statute's plain language and our precedent, it does not. Justice Devine's plurality opinion, however, departs from the precision our jurisprudence [*58] requires by focusing on the activity the plaintiff had completed before she was injured--spectating. Thus, while I join in the Court's judgment that the recreational use statute does not apply, I do so on different grounds. Accordingly, I [**24] respectfully concur in the Court's judgment. Absent gross negligence, malicious intent, or bad faith, the recreational use statute protects property owners from claims for personal injuries that occur on their property during recreational activities. See Tex. Civ. Prac. & Rem. Code § 75.002(d). In City of Bellmead v. Torres, we explained that the statute is a premises defect statute and, as a result, whether a particular action qualifies as "recreation" turns entirely on the precise activity the plaintiff was engaged in when the injury occurs. 89 S.W.3d 611, 614 (Tex. 2002). Accordingly, we categorized the various exploits the plaintiff engaged in while at the park--playing softball and swinging on the swing--and then focused narrowly on the activity the plaintiff was performing when she was injured. Id. at 612, 614. In pinpointing the action that caused the injury, we disregarded both the reasons the plaintiff went to the park and the pursuits the plaintiff engaged in before the injury occurred. Id. at 612. City of Bellmead provides the framework for analyzing the applicability of the
  • 49. recreational use statute to the circumstances in this case: (1) what is the precise activity the plaintiff was engaged in when she was injured and (2) does that particular [**25] activity qualify as "recreation" under the statute? There is no dispute that Sandra Williams had attended her daughter's high school soccer game at the University of Texas football stadium in Arlington and pursued that action to its conclusion without incident. However, per the high school's athletics policy, Williams's daughter could not leave the stadium with her family after the game until a parent signed a release form. Attempting to comply with school policy, Williams walked down the stadium's steps to the field after the game ended to gain access to the clipboard containing the form she needed to sign to leave the stadium with her child. In the process of acquiring the clipboard, Williams leaned on a gate that provides access from the stands to the field. The gate opened unexpectedly, and Williams fell five feet to the field below, injuring her rib and left arm. It defies logic to conclude Williams could have been a spectator when her injury occurred because the match had ended. Instead, at the time Williams was injured, she had fully transitioned to a new activity--acquiring and signing a release form in accordance with school policy. Because Williams was injured while acquiring [**26] a release form, City of Bellmead requires us to determine whether this activity is "recreation." As defined by statute, "recreation" expressly includes: hunting, fishing, swimming, boating, camping, picnicking, hiking, pleasure driving, nature study, cave exploration, water sports, bicycling, mountain biking, disc golf, dog walking, and radio control flying. Tex. Civ. Prac. & Rem. Code § 75.001(3). None of these activities encompass the act of retrieving one's child after a school sporting event. See id. Thus, to be protected, the activity must fall within a catchall provision extending the definition of recreation to "any other activity associated with enjoying nature or the outdoors." Id. § 75.001(3)(L). To qualify as recreation, the principle of ejusdem generis requires the activity be similar to those sports and
  • 50. hobbies expressly identified in the statute. Cf. City of Houston v. Bates, 406 S.W.3d 539, 545 (Tex. 2013). And in keeping with this principle, Texas precedent identifies a number of similar and thus qualifying recreational activities. See, e.g., City of Bellmead, [*59] 89 S.W.3d at 614--15 (swinging); Univ. of Tex. Health Science Center v. Garcia, 346 S.W.3d 220, 226 (Tex. App.--Houston [14th Dist.] 2011, no pet.) (playing beach volleyball); Garcia v. City of Richardson, No. 05--01--01755-- CV, 2002 Tex. App. LEXIS 5556, 2002 WL 1752219, at *2--3 (Tex. App.--Dallas July 30, 2002, pet. denied) (mem. op., not designated for [**27] publication) (playing an informal soccer game); Kopplin v. City of Garland, 869 S.W.2d 433, 441 (Tex. App.--Dallas 1993, writ denied) (playing on playground equipment). In stark contrast to these obvious recreational activities, the act of acquiring and signing a release form as a precursor to leaving the stadium with your child is not akin to the sports and hobbies expressly listed in the statute. Justice Boyd asserts that the Legislature defined recreation to broadly include activities that are incident to, but may not themselves qualify, as "enjoying nature or the outdoors." Slip op. at (BOYD, J., concurring). I disagree. Construing the catchall provision to broadly encompass independent ancillary activities--such as signing a consent authorization form--does not comport with the principle of ejusdem generis, rendering the prior and subsequent statutorily enumerated activities superfluous. Rather, we must construe the catchall phrase no more broadly than the Legislature intended. Bates, 406 S.W.3d at 545. The Legislature did not purport to incorporate an activity merely because its occurs outdoors. See Sullivan v. City of Fort Worth, No. 02-10-00223-CV, 2011 Tex. App. LEXIS 3866, 2011 WL 1902018, at *7 (Tex. App.--Fort Worth May 19, 2011, pet. denied) (mem. op. on reh'g) (holding that a guest attending a wedding in a city garden was not engaged in recreation when she fell on an unlit pathway, [**28] reasoning that "[a] wedding is not the type of activity in which people engage
  • 51. assuming a risk of injury from physical activity. Thus, we do not think that the wedding transforms from a ceremony to recreation simply because it occurred outside."). Nor did the Legislature intend to include activities that, while temporally related to a recreational activity, have no actual connection to an individual's enjoyment of nature or the outdoors. Instead, we must construe the catchall provision narrowly to encompass only those activities closely connected to enjoying the outdoors. See Webster'S New Universal Abridged Dictionary 126 (1996) ("associate" means "usually accompanying"); Webster'S New Collegiate Dictionary 67 (1980) (defining "associate" as "closely connected."). Signing an authorization form, even when it occurs at an outdoor stadium, bears no relationship to activities associated with enjoying nature or the outdoors-- Williams could just as easily have arrived at the stadium solely for the purpose of retrieving her child. In contrast, when the evidence indicates an activity is closely related to a recreational activity, the statute may apply. See, e.g., City of Plano v. Homoky, 294 S.W.3d 809, 817 (Tex. App.--Dallas 2009, no pet.) (falling in the clubhouse [**29] immediately after turning in a golf scorecard is closely related to playing golf). Because signing an authorization form is an activity unrelated to enjoying the outdoors, I cannot conclude that the Legislature intended that catchall provision to encompass this particular activity. Because Williams was not engaged in recreation at the time of her injury, the recreational use statute does not bear on this dispute, and we need not address whether spectating, in and of itself, is a recreational use. Thus, I concur only in the Court's judgment. Eva M. Guzman Justice Justice Boyd, concurring. Legend has it that Midas secured his father's ox cart to a hitching post in ancient [*60] Phrygia using a knot that only
  • 52. the future king of all of Asia could untie. The insoluble Gordian Knot held fast for centuries, and even Alexander the Great could not unwind its woven strands of bark.1 I think Midas would have been quite proud of the Texas recreational use statute and its definition of the word "recreation." Tex. Civ. Prac. & Rem. Code §§ 75.001(3), .002(e). 1 See, e.g., Prudential Ins. Co. of Am. v. Nat'l Park Med. Ctr., Inc., 154 F.3d 812, 818 n.3 (8th Cir. 1998) (citing Funk and Wagnalls Standard Dictionary of Folklore, Mythology, and Legend 460 (Maria Leach ed., Funk & Wagnalls 1972) and Bulfinch's Mythology 44 (Richard [**30] P. Martin ed., 1991)); Carl Michael Szabo, Thwack!! Take That, User-Generated Content!: Marvel Enterprises v. NCSoft, 62 Fed. Comm. L. J. 541, 543 n.6 (2010) (citing Lynn E. Roller, Midas and the Gordian Knot, 3 Classical Antiquity 256 (1984)); Jim Chen, The Midas Touch, 7 Minn. J. L. Sci. & Tech. i nn.1--2 (2005) (citing Thomas Bulfinch, Bulfinch'S Mythology: Illustrated Edition 46- -48 (1979) and 2 W.W. Tarn, Alexander the Great 262 (1948)); Joseph H. King, Jr., The Misbegotten Libel-Proof Plaintiff Doctrine and the "Gordian Knot" Syndrome, 29 Hofstra L. Rev. 343, 343--44 (2000) (citing Zbigniew Herbert, The Gordian Knot, Kenyon Rev. 34 (Summer 1984) (John Carpenter & Bogdana Carpenter trans.)); Edward J. Imwinkelried, The Gordian Knot of the Treatment of Secondhand Facts Under Federal Rule of Evidence 703 Governing the Admissibility of Expert Opinions: Another Conflict Between Logic and Law, 3 U. Denv. Crim. L. Rev. 1, 28 (2013) (citing John Maxwell O'Brien, Alexander the Great: The Invisible Enemy: A Biography 69 (1992)). The Court makes a valiant effort to determine what qualifies under the statute as "any other activity associated with enjoying nature or the outdoors." Id. § 75.001(3)(L). For the reasons JUSTICE DEVINE explains in the plurality opinion, I agree that
  • 53. the doctrine [**31] of ejusdem generis requires us to construe that phrase to include only activities that are "similar in type" to the specific activities the statute lists. Ante at . But the plurality never defines what that "type" is, nor can it, because it is not possible to fit all of the listed activities into any particular "type." I agree with Justice Johnson that we cannot say, as the plurality seems to suggest, that the "type" of activities listed are only those that: - use the property "in its natural state," ante at , because the statute expressly defines "premises" to include "buildings" and "structures"2 and lists several activities that often involve improvements like pools (swimming), cabins (camping), ramps (boating), tables (picnicking), and roads ("pleasure driving" and bicycling);3 - are not a sport, or a team sport, or even a competitive team sport, ante at , because the list includes several activities that can be all of these, like fishing, swimming, boating, water sports, bicycling, and disc golf;4 - do not involve "spectating," ante at , because the list includes "bird-watching" and other activities in which much of the enjoyment often derives from what the participant observes, [**32] like boating, camping, picnicking, hiking, pleasure driving, and cave exploration;5 or - focus on "that part of the physical world that is removed from human habitation," ante at , as opposed to a "celebration of organized human activity," ante at , because the list includes activities that are often enjoyed among groups of people and in areas where [*61] people live and gather, like dog-walking, hockey, and roller-skating.6 2 Tex. Civ. Prac. & Rem. Code § 75.001(2).
  • 54. 3 Id. § 75.001(3)(C)--(F), (H), (M). 4 Id. § 75.001(3)(B)--(D), (K), (M)--(N). 5 Id. § 75.001(3)(D)--(J). 6 Id. §§ 75.001(3)(O), 75.002(e)(1), (2). Despite the plurality's admirable efforts, it is simply not possible to describe a "type" of activity that includes things as varied as swimming, disc golf, dog-walking, and hockey, but does not include every activity "associated with enjoying nature or the outdoors"--which would include spectating at an outdoor competitive sporting event. I am therefore sympathetic to Justice Johnson's conclusion that "[t]he Legislature has not specified that . . . the activities must be for enjoying the outdoors in limited, certain ways[.]" Post at . But I cannot reach that conclusion because it ignores both the rule of ejusdem generis and the reality that people can enjoy doing almost anything outdoors. Applying the rule of ejusdem generis [**33], I cannot conclude that "recreation" includes eating on the patio at a local restaurant, walking from one store to the next at an outlet mall, or driving to work with the top down or windows open, even though "enjoyment of nature or the outdoors" is "integral to the enjoyment of th[e] activity." Ante at . Nor could I conclude that a person who "enjoys" mowing the lawn is engaged in "recreation" but a person who considers it to be an undesirable chore is not. Like the plurality, I conclude that the statute limits the meaning of "recreation," but like Justice Johnson, I conclude that the statute provides no clear guidance as to what those limits are. Justice Guzman, meanwhile, would narrow our focus from the broader purpose of the outing to "the particular activity the plaintiff was engaging in at the time of the injury." Ante at . Although the plaintiff in this case was at a stadium to watch her daughter play soccer, she was actually injured "while attempting
  • 55. to acquire and sign forms authorizing a high school to release her daughter" after the game had ended. Ante at . Our decision in City of Bellmead v. Torres provides some support for JUSTICE GUZMAN's conclusion that we must focus [**34] on the more narrow activity, 89 S.W.3d 611, 614 (Tex. 2002), but the statute does not support her application of that principle here. In my view, Justice Guzman's application of Bellmead ultimately ignores both the statute's reference to any activity "associated with" enjoying the outdoors and the reality that every "recreational" activity includes more mundane actions that are only "incident to" or "temporally related to," ante at , but may not themselves qualify as, "enjoying nature or the outdoors." I would conclude, for example, that a camper is still camping when he's walking to the park office to renew his permit to stay another night, a boater is still boating when she's tying the boat up to the dock, and a hunter is still hunting when he's climbing out of the blind to grab another drink from the cooler, even though these are only "temporally related," rather than "closely connected," and may "have no actual connection to an individual's enjoyment of nature or the outdoors." Ante at . Each of my colleagues' opinions in this case represents a diligent and reasoned effort to make sense of the recreational use statute, but I ultimately conclude that the statute cannot be sensibly applied, at least without [**35] the aid of additional canons of statutory construction. Alexander the Great himself could not figure this one out. Instead, I suspect he would do what legend says he did with Gordian's Knot: he would unsheathe his sword and be done with it.7 7 See supra note 1. [*62] Fortunately, we have a sword that is custom-made for a statute like this one. As we have repeatedly explained, "if a statute . . . deprives a person of a common law right, the statute
  • 56. will be strictly construed in the sense that it will not be extended beyond its plain meaning or applied to cases not clearly within its purview." Satterfield v. Satterfield, 448 S.W.2d 456, 459 (Tex. 1969).8 "Of course, statutes can modify common law rules, but before we construe one to do so, we must look carefully to be sure that was what the Legislature intended." Energy Serv. Co. of Bowie v. Superior Snubbing Servs., Inc., 236 S.W.3d 190, 194 (Tex. 2007). Because statutes abrogating common law causes of action are disfavored, we will apply them only when there is "a clear repugnance between the common law and statutory causes of action." Cash Am. Int'l Inc. v. Bennett, 35 S.W.3d 12, 16 (Tex. 2000). 8 See Sw. Bell Tel., L.P. v. Harris Cnty. Toll Rd. Auth., 282 S.W.3d 59, 64 (Tex. 2009); Smith v. Sewell, 858 S.W.2d 350, 354 (Tex. 1993); Dutcher v. Owens, 647 S.W.2d 948, 951 (Tex. 1983). Justice Johnson declines to apply this canon of construction in part because no party has argued "a question of the . . . statute's constitutionality or the effect of its impairment of a common law right." Post at . But this canon does not apply only when there [**36] are constitutional challenges, and it is the proper practice of this Court to rely on applicable canons whenever we "cannot discern legislative intent in the language of the statute itself." Tex. Lottery Comm'n v. First State Bank of DeQueen, 325 S.W.3d 628, 639 (Tex. 2010). A party does not "waive" the applicability of a canon of construction by failing to raise it, and if our goal is to correctly determine the meaning of an ambiguous statute, we cannot refuse to rely on our guiding principles simply because no one asks us to do so. As the plurality notes, the recreational use statute "effectively immunizes the landowner or occupant from ordinary negligence claims[.]" Ante at . Because the statute deprives invitees of their common law right to recover for injuries caused by a
  • 57. landowner's negligence, and instead permits them to recover only upon proof of gross negligence, malicious intent, or bad faith, see Tex. Civ. Prac. & Rem. Code § 75.002(d), we must strictly construe it and apply it only to cases that are "clearly within its purview." Satterfield, 448 S.W.2d at 459 (emphasis added). As the Court's varying opinions here demonstrate, this case is not "clearly within [the] purview" of the statute. I would therefore hold that the statute does not apply. I would not hold, however, that the statute can [**37]never apply to a case involving an activity that the statute does not list as an example of "recreation." It may be, for example, that jogging, rock- climbing, or repelling "clearly [fits] within [the] purview" of an "activity associated with enjoying nature or the outdoors," as limited by the doctrine of ejusdem generis, but we cannot decide that issue here. What we must decide here is whether spectating at a soccer game or retrieving a child after the game fits that description, and since it does not do so clearly, I would hold that the statute does not apply. I must address one final point, however, regarding a different "sword" that potentially clashes with the one I apply here. When, as here, the defendant is a governmental unit that enjoys sovereign immunity, see Univ. of Tex. Health Sci. Ctr. at San Antonio v. Bailey, 332 S.W.3d 395, 397 n.5 (Tex. 2001) ("State universities and their component entities are governmental entities within the meaning of the Texas Tort Claims Act."), the recreational use statute limits the scope of the Tort Claims Act's waiver of immunity. See Tex. Civ. Prac. & Rem. Code §§ 101.021(2) (providing that governmental units are liable for "personal injury and death so caused by a [*63] condition or use of . . . real property"), 101.025(a) (waiving immunity "to the [**38] extent of liability created by this chapter"), 101.058 (providing that the recreational use statute controls "[t]o the extent that [it] limits the liability of a governmental unit under circumstances in which the governmental unit would be liable"). In this sense, the recreational use statute defines the extent of the waiver of immunity, and "[w]e have repeatedly affirmed that
  • 58. any purported statutory waiver of sovereign immunity should be strictly construed in favor of retention of immunity." Prairie View A & M Univ. v. Chatha, 381 S.W.3d 500, 513 (Tex. 2012). It could thus be argued that we should construe and apply the statute broadly, rather than narrowly, to minimize the extent of the statutory waiver and maximize the extent to which the governmental unit retains its immunity. Cf. In re Smith, 333 S.W.3d 582, 587 (Tex. 2011) (explaining that "a statutory waiver of sovereign immunity must be construed narrowly" and "must be clear and unambiguous") (citing Mission Consol. Indep. Sch. Dist. v. Garcia, 253 S.W.3d 653, 655 (Tex. 2008); Wichita Falls State Hosp. v. Taylor, 106 S.W.3d 692, 697 (Tex. 2003); Tex. Gov't Code § 311.034). I conclude, however, that the canon we announced in Satterfield prevails here for at least three reasons. First, we are construing the recreational use statute in this case, not the Tort Claims Act, and because the recreational use statute applies to all owners, lessees, and occupants of real property, including private parties [**39] as well as governmental units, see Tex. Civ. Prac. & Rem. Code §§ 75.002(a), .003(c), its primary effect is to abrogate a common law cause of action. Creating an exception to the Tort Claims Act's waiver of sovereign immunity is only a secondary effect resulting from that Act's incorporation of the statute by reference. Second, the recreational use statute expressly states that it does not "create liability" or "waive immunity," and that it controls over any conflict with the Tort Claims Act. See id. § 75.003(d), (f). And third, in my view, the canon of construction that requires courts to narrowly construe a statute that waives immunity does not also require courts to broadly construe separate statutes that provide exceptions to the waiver as a secondary effect. In summary, consistent with our well-established canons of construction, I would hold that the recreational use statute does not apply here because it deprives the claimant of a common law right and the claimant's activities at issue here are not "clearly within [the statute's] purview." I thus concur in the
  • 59. Court's judgment affirming the court of appeals' judgment, but for the different reasons I have explained. Jeffrey S. Boyd Justice DISSENT BY: JOHNSON; BROWN DISSENT Justice Johnson [**40] , joined by Justice Brown, concurring and dissenting. I concur in the Court's judgment as to the Williamses' gross negligence claim, but for two reasons I dissent from its judgment as to their ordinary negligence claim. The first reason I dissent is based on the language of the recreational use statute by which Justice Devine reaches his decision in his plurality. The second, which should be the first because it implicates the University of Texas at Arlington's (UTA) immunity but which is not addressed by the plurality, is based on the interaction of the recreational use statute and the Texas Tort Claims Act as noted by Justice Boyd in his concurring opinion. Tex. Civ. Prac. & Rem. Code §§ 75.002 (recreational use statute), 101.021(2) (Tort Claims Act). As to the first reason I dissent--the language of the statute--the recreational use statute includes bird watching among several activities listed as being "recreation." Id. § 75.001(3)(I). Yet, despite the statute [*64] specifying that "recreation" includes persons engaged in outdoor activities "such as" the listed activities and separately specifying that it also includes persons engaged in "any other activity associated with enjoying nature or the outdoors," id. § 75.001(3)(L) [**41] , the plurality concludes that the Legislature intended that a parent engaged in outdoor child watching and associated activities is not included. S.W.3d , . The language of the statute does not support this conclusion; the principle of ejusdem generis does not support it; and I do not believe the Legislature intended it. The plurality identifies the issue in this appeal as "whether the
  • 60. statutory term 'recreation' reasonably includes competitive sports and their spectators" when those subjects are not listed in the recreational use statute, and concludes that it does not. Id. at . In reaching this conclusion, the plurality notes that words in a statute are generally interpreted according to their common meaning unless a contrary intention is apparent from the statute's context. Id. at (citing City of Houston v. Bates, 406 S.W.3d 539, 544 (Tex. 2014)). The plurality recognizes that applying "recreation's" ordinary broad meaning--refreshment from work or a diversion--would include both competitive sports and spectating within its scope. Id. (citing Webster's Ninth New Collegiate Dictionary 985 (1984)). The plurality nevertheless concludes that this definition should not be applied because the Legislature defined "recreation" more precisely through a list of activities, and those do not include the activities of a mother who watched her daughter's soccer game and then was injured when a gate swung [**42] open while she was in the process of waiting for and signing her daughter out after the game. Id. at . I disagree with that conclusion. The recreational use statute specifies that the term "recreation" means activities "such as" those it lists, clearly indicating legislative intent that the list is non-exclusive. Tex. Civ. Prac. & Rem. Code § 75.001(3). The statute then enlarges even on its broadly inclusive "such as" language by providing in a discrete subdivision that "recreation" means an activity "such as . . . any other activity associated with enjoying nature or the outdoors." Id. § 75.001(3)(L) (emphasis added). Not surprisingly, this Court has construed that language as reflecting legislative intent for the statute to encompass activities not specifically listed, including swinging on a swing. City of Bellmead v. Torres, 89 S.W.3d 611, 615 (Tex. 2002). In City of Bellmead the Court said that "[w]hile the Recreational Use Statute does not specifically list swinging as an example of recreation, it is certainly within the type of activity 'associated with enjoying ... the outdoors.'" Id. But according to the plurality, City of Bellmead does not control here because "[t]he enjoyment of
  • 61. nature or the outdoors is thus a significant part of playground activity, but is not integral to [**43] the enjoyment of competitive sports." S.W.3d at . The plurality attempts to distinguish enjoying "nature" and the "outdoors" from organized soccer by saying that "nature" and "outdoors" equate to that part of the world removed from human habitation, while gathering in a stadium to watch soccer is not removing oneself from human habitation, but rather celebrating and embracing it. But there is no contention or evidence that Williams either was in, or would have been in, UTA's stadium or by the gate where she fell, independent of her daughter's activities. What Williams was embracing was not human habitation, but her daughter's participation in outdoor athletic activities, just as parents embrace their children's participation in all the outdoor activities listed in [*65] the statute. A parent's enjoyment of nature or the outdoors for the activities of visiting a playground with a child or going boating, camping, picnicking, hiking, or waterskiing with a child is hard to differentiate from what Williams was doing when she was injured: participating to the extent she could in her daughter's outdoor activities. The plurality also distinguishes Williams's attending her daughter's soccer game in a stadium [**44] from a parent's attending a child's playdate at a playground by implicitly categorizing playing--and spectating--at a playground as enjoying "nature" which the plurality says is "that part of the physical world that is removed from human habitation." S.W.3d at . But by doing so, the plurality ignores the reality that most playgrounds are designed to be in, and are constructed in or close to, areas inhabited by humans; otherwise the playground improvements would not be fully enjoyed and used. The plurality points to no language in the statute differentiating between competitive and non-competitive activities. That is because nothing in the statute demonstrates legislative intent to single out and exclude competitive sports from its reach. Moreover, several of the listed activities such as fishing, swimming, boating, off-road driving, water sports, bicycling,
  • 62. disc golf, and radio-controlled airplane flying typically include both non-competitive and competitive aspects. Finally, the statute does not contain any language differentiating team sports and activities from non-team sports and activities. And certainly many of the listed activities such as swimming, bicycling, water sports, boating, and fishing [**45] include team competitions. To be sure, some teams may have two or three members, some may have five or six members, and others may have ten or eleven members or more. But it is simply part of the human experience for leisure-time activities to induce competitions, and competitions inevitably lead to teams. And the statute does not exclude either from its broad language. As to Williams being a spectator or picking her daughter up after the game, the Legislature could hardly have intended to include only adult participants in activities covered by the statute without at least some language in the statute saying so. Yet that would be the effect of excluding parents and other persons who make children's participation in outdoor activities possible. Parents and adults typically take children to their activities, sign them in, and remain to mix and mingle with other parents while enjoying the outdoor activities as much as (and possibly more than) the children, then sign the children out and pick them up to take them home--just the type of activity in which Williams was engaged. To hold that Williams is excluded because she was either a spectator as to her daughter's outdoor sports activities [**46] or in the process of picking her daughter up after the game, both of those being activities closely "associated with" the daughter's soccer game, reads the language of § 75.001(3)(L) out of the statute. The holding effectively means that the statute does not cover parents engaging in activities associated with their children's participation in outdoor sports, such as taking the children to practices, games, and even simple play dates at a park where there are swings and other improvements for the children to enjoy, along with signing them in or out of those activities as
  • 63. part of a security process, or sitting in stands or standing around the field spectating and socializing with other parents and participants (and occasionally offering coaching advice) while waiting to take their children home. [*66] The plurality argues that spectating at organized sporting activities is distinguishable from bird watching because the landowner who opens property for bird watching opens the property in its natural state and does not build a stadium or otherwise make improvements for that purpose. But nothing in the statute says or indicates that it applies only when land is in a natural state without improvements. Here, [**47] Williams's injury was caused by an improvement to UTA's land--a gate that swung open. Land that is fit for, and open for, birdwatching, hunting, camping, swimming, cycling, and other activities listed in the recreational use statute will almost invariably have some type of improvements, including fences, gates, and swings. The plurality's narrowing of the statute by effectively reading words into it will bring into question the statute's application to injuries causally related to various types of improvements to land even though the activities are otherwise covered by the statute. So in my view, the fact that UTA's property included improvements and the Williamses' claims arose from one of them, does not exclude the claim based on language in the statute. Nor is it a distinguishing factor from the activities listed any more than the statute distinguishes children playing soccer from children swimming, diving from various heights of diving boards, or playing water polo in teams at an outdoor swimming pool--surely an improvement to a premises--or children at a lake beach area cordoned off for swimming and water sports, and the parents who take them there, sign them in and out, and watch [**48] over them. Simply put, people enjoy many kinds of outdoor activities in different ways, in individual, group and team activities, in non- competitive and competitive activities, and even in different types of weather. The activities for the most part take place on land that has improvements and the activities frequently have
  • 64. associated requirements such as registering, signing in and out, and in the case of children, having parents or responsible adults perform those requirements. The Legislature has not specified that in order for activities to come within the recreational use statute, the activities must be for enjoying the outdoors in limited, certain ways such as non-competitive, non-team activities, or on land with limited or no improvements. The statute only specifies that the activity must be recreational "such as" in the ways listed in the statute, including the specific subsection specifying "any other activity associated with enjoying nature or the outdoors." Tex. Civ. Prac. & Rem. Code § 75.001(3)(L). The plurality narrows the scope of what it concedes is broad statutory language. But narrowing the scope of statutory language, even if it is as broad as the language in § 75.001(3)(L), is not a judicial [**49] prerogative. This Court has explicated simple rules for reading language into or out of a statute--to effect clear legislative intent, or to avoid a statute's having an arbitrary, absurd or nonsensical effect. See Union Carbide Corp. v. Synatzske, 438 S.W.3d 39, 54 (Tex. 2014) (interpreting a statutory testing requirement to include a relevance requirement not included in the statutory language in order to yield a non-arbitrary, non-absurd result); City of Rockwall v. Hughes, 246 S.W.3d 621, 630 (Tex. 2008) ("[C]hanging the meaning of the statute by adding words to it, we believe, is a legislative function, not a judicial function."). In my view there is no need to read words into or out of the recreational use statute to effect clear legislative intent or to avoid an arbitrary, absurd, or nonsensical result. Justice Boyd raises two issues that bear addressing. As to the first, he concludes that different canons of statutory construction should be used to decide the issue [*67] because the recreational use statute's primary purpose is to abrogate or impair a common law cause of action. Without addressing the merits of his reasoning, I disagree with this approach procedurally because the question of the recreational use statute's constitutionality or the effect of its impairment of a