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NOTICE This opinion is
subject to further editing and modification.
The final version will appear in the bound volume of the official
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No. 94-2549-FT
STATE OF WISCONSIN
: IN SUPREME COURT
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MATTHEW VERDOLJAK, PLAINTIFF-APPELLANT-PETITIONER, v. MOSINEE PAPER CORPORATION, DEFENDANT-RESPONDENT. |
FILED MAY 10,
1996 Marilyn L. Graves Clerk of Supreme Court Madison, WI |
REVIEW
of a decision of the Court of Appeals. Affirmed.
JANINE P. GESKE,
J. Matthew Verdoljak (Verdoljak) petitioned this court for review of
a decision of the court of appeals affirming the order of the Circuit Court for
Douglas County dismissing his negligence action against Mosinee Paper
Corporation (Mosinee). The order was
entered by Judge Joseph A. McDonald upon granting the defendant's motion for
summary judgment on the grounds that the claim was barred under the
"recreational use" statute, Wis. Stat. § 895.52[1]
which "limits a property owner's liability for an injury to, or caused by,
someone engaging in a recreational activity on the owner's property." Sievert v. American Family Mut. Ins. Co.,
190 Wis. 2d 623, 626, 528 N.W.2d 413 (1995).
We granted the petition for review to resolve the issue of whether §
895.52 was properly applied to immunize Mosinee from liability for injuries
Verdoljak sustained while riding his motorbike on a logging road owned by
Mosinee. We conclude that the
recreational use statute does not require an owner to "open" his or
her lands in order to be afforded immunity from liability to a person injured
while engaging in recreational activity on the owner's property. We affirm the decision of the court of appeals
and hold that the recreational use statute does apply to owners like Mosinee,
even when they place some restrictions on the public's use of their lands.
FACTS
The material facts are
undisputed. On July 27, 1992, Verdoljak
transported his Honda 125 "dirt bike" by truck to a location where he
intended to meet friends to go riding "for fun." Upon arriving and not finding his friends,
Verdoljak unloaded his motorbike and went riding alone at a nearby sand
pit. After a short time, he decided to
try to meet up with his friends and headed back along a dirt or sandy trail
through a forested area. Verdoljak had
used the logging trail before and viewed it as a "short-cut" to the
area where he intended to meet his friends.
He was injured when he drove into a gate blocking the road which
consisted of a one-half-inch steel rod suspended by chains hung from posts on
either side of the trail.
Mosinee owns the section of
forest where the accident occurred.
Several trails or logging roads wind through the property to provide
Mosinee's logging trucks and equipment access to the forest land during harvest
season. For the protection of the
property, the public, loggers and logging equipment, the gate is closed during
active harvesting operations to block access by private vehicles or
individuals. However, when logging is
not in progress, the property is open to the public for hunting and fishing[2]
and permits could be obtained to gather firewood. There were no "no trespassing" signs posted. Nor were there signs prohibiting motorbike
use on the trail or specifically designating the trail for such use.
RECREATIONAL
USE IMMUNITY
We review a grant of summary
judgment by applying the same standards used by the circuit court in making its
initial determination--those set forth in Wis. Stat. § 802.08(2). Shannon v. Shannon, 150 Wis. 2d 434,
441, 442 N.W.2d 25 (1989). Summary
judgment is appropriate where there is no genuine issue of material fact and
the moving party is entitled to judgment as a matter of law. Linville v. City of Janesville, 184
Wis. 2d 705, 714, 516 N.W.2d 427 (1994).
Resolution of this case requires us to apply the recreational use
statute to the undisputed facts which presents a question of law requiring de
novo review. Sievert, 190 Wis.
2d at 628.
Verdoljak argues that Mosinee is not entitled to invoke the
protection of the recreational use statute in this case because Mosinee had not
"opened" its property for the particular recreational use of
motorbiking at the particular time of the accident. He asserts that the legislative history and the decisions of
Wisconsin courts have made it clear that a private landowner is only afforded
immunity for lands "opened" to public use. He argues further that Mosinee cannot claim the benefit of having
"opened" its lands for recreational use because it took
"affirmative steps to expressly forbid" the use of motorbikes on the
property.[3] Under Verdoljak's theory, landowners should
permit the public full access to their land for all recreational uses because
any restrictions would expose an owner to liability. In short, he contends that landowners must open all of their
land, to all recreational uses, at all times, in order to benefit from full
protection of the recreational use statute.
We reject this argument. Rather, we concur with the position taken by
the court of appeals which found that the meaning of Wis. Stat. § 895.52
is "straightforward and plain: It limits 'the liability of property owners
toward others who use the property for recreational activities'; it does not
purport to condition that limit to owners who open their land to those
who use it for recreational activities."
Verdoljak v. Mosinee Paper Corp., 192 Wis. 2d 235, 246, 531
N.W.2d 341 (Ct. App. 1995). There are
large sections of land in Wisconsin on which a member of the public will be
greeted by neither a "Welcome" nor a "No Trespassing" sign. Under Wis. Stat. § 895.52(2) the owner
of the property is clearly, unambiguously immune from liability for injury
suffered or caused by a person engaging in recreational activity on the
property. The focus is on the activity
of the person who enters and uses the land, not upon any obligation on the part
of the owner to affirmatively demonstrate that the land is open.[4]
As in all instances when our
inquiry centers on a statute, our primary objective is to ascertain and give
effect to the intent of the legislature.
State v. Olson, 175 Wis. 2d 628, 633, 498 N.W.2d 661 (1993). Here, the legislature has provided us with a
clear statement of intent contained in the introductory language to 1983
Wisconsin Act 418 which created Wis. Stat. § 895.52:
Legislative intent. The legislature intends by this act to limit
the liability of property owners toward others who use their property for
recreational activities under circumstances in which the owner does not derive
more than a minimal pecuniary benefit.
While it is not possible to specify in a statute every activity which
might constitute a recreational activity, this act provides examples of the
kinds of activities that are meant to be included, and the legislature intends
that, where substantially similar circumstances or activities exist, this
legislation should be liberally construed in favor of property owners to
protect them from liability.
Neither the statement of
legislative intent nor the language of Wis. Stat. § 895.52 contains the word
"open." This stands in
contrast with the introductory language of 1963 Wis. Act 89 which created the
predecessor immunity statute, Wis. Stat. § 29.68[5],
describing it as "relating to the limitations on liability of landowners
who open private lands for recreational purposes." However, this introductory language was
altered three times prior to the creation of § 895.52 in subsequent amendments,
none mentioning an obligation to "open" land but rather referring to:
"a landowner who gives another permission to use his land for a
recreational purpose" (1965 Wis. Act 190); "landowners who permit
people to cut or remove wood from their land" (1977 Wis. Act 75); and
finally "landowners who allow their land to be used for certain outdoor
recreational activities" (1977 Wis. Act 123).
We have found that the nature
and language of amendments are significant and that the omission of a word or
phrase is indicative of an intent to alter statutory meaning. Cardinal v. Leader Nat. Ins. Co., 166
Wis. 2d 375, 388, 480 N.W.2d 1 (1992).
Further, where a statute has been repealed and recreated on the same
subject, any changes in language are presumed to be the result of conscious
deliberation on the part of the legislature.
Kerkvliet v. Kerkvliet, 166 Wis. 2d 930, 945-46, 480 N.W.2d 823
(Ct. App. 1992). Here, the newly
created statute is essentially a complete rewrite, containing none of the
previous references to "open[ing] land" and giving or granting
"permission" to enter. Again,
the legislature has provided clear guidance in its statement of its intent as
to the focus of the current statute as contrasted with its predecessor:
"[1983 Wis. Act 418] is intended to overrule any previous Wisconsin
supreme court decisions interpreting section 29.68 of the statutes if the
decision is more restrictive than or inconsistent with the provisions of this
act."
The unambiguous language of
the recreational use statute sets the following precondition for immunity--that
the injury be to or caused by "a person engaging in a recreational
activity on the owner's property . . ."
Wis. Stat. § 895.52(2)(b).
There is no language that conditions immunity upon affirmative acts on
the part of the owner to grant permission or otherwise "open" land.[6] The legislature has made it clear that
previous decisions by Wisconsin courts that are more restrictive, implying a
requirement that lands be "open," are overruled.
We must presume that the
legislature intends for a statute to be interpreted in a manner that advances
the purposes of the statute. GTE
North Inc. v. Public Service Comm., 176 Wis. 2d 559, 566, 500 N.W.2d 284
(1993). This court and the court of
appeals have recognized that the purpose of the recreational immunity statute
is to encourage property owners to allow use of their lands for recreational
activities by removing the potential for liability arising out of negligence
actions brought against them by persons who use the land for such recreational
purposes. See, e.g., Linville,
184 Wis. 2d at 715; Silingo v. Village of Mukwonago, 156 Wis. 2d 536,
544, 458 N.W.2d 379 (Ct. App. 1990); Bystery v. Village of Sauk City,
146 Wis. 2d 247, 252, 430 N.W.2d 611 (Ct. App. 1988). This purpose would be defeated if Verdoljak's interpretation were
adopted because property owners would lose the certainty that a true immunity
statute like § 895.52 provides. Owners
would be encouraged to close all of their lands to all purposes if they feared
that a partial restriction covering particular activities would actually expose
them to greater, rather than lesser, liability.[7] Public policy is well-served by the current
statute under which landowners are encouraged to allow public access to their
property and those who take advantage of this access by recreating cannot sue
for ordinary negligence.
According to Verdoljak, each
case is fact-governed and immunity should only apply to injuries sustained in
recreational activities that are specifically permitted on a given
property. In investigating this line of
thought, the following hypothetical was posed during oral argument: Farmer A
allows public access to a lake on his property for public swimming, but posts a
sign prohibiting skateboarding on a hilly area next to the lake. Verdoljak stated that, under his
interpretation, the statute would immunize the property owner from suit by an
injured swimmer but not by a skateboarder.
Adherence to the canons of
statutory construction as well as common sense require us to reject this
argument. We will not adopt an
interpretation that would lead to an absurd or unreasonable result. Cardinal, 166 Wis. 2d at 390. The above scenario does present just such an
absurd result. This line of questioning
in oral argument also raised the issue of whether, if Verdoljak were determined
to have been trespassing at the time and point of his accident, Mosinee would
be barred from claiming statutory immunity.
We take this opportunity to state that the applicability of Wis. Stat. §
895.52 does not hinge on the injured party's status as a non-trespasser, but
rather on his or her use of the property for recreational purposes. We reject the notion that the recreational
use statute could confer greater protection to a trespasser than to one who was
lawfully using the premises and, conversely, that it could expose a property
owner to greater liability to one engaging in prohibited activity than to
members of the public utilizing the property as intended. Again, we avoid constructions of a statute
that lead to absurd results.
Although our decision today
is based on interpretation of Wisconsin's recreational use statute which
predates that of many other jurisdictions[8],
we note that our holding is in conformance with that reached by many other
state and federal courts faced with similar scenarios. For example, in Holden v. Schwer, 495
N.W.2d 269 (Neb. 1993), the Supreme Court of Nebraska concluded that the
state's Recreation Liability Act immunized a farmer, who allowed the public to
use his property with permission, from suit by a plaintiff who was injured when
she drove a three-wheeled vehicle into a barbed wire fence. The court commented that "[i]t would
not encourage landowners to allow others to use their property if, to come
under the protection of the act, they had to allow any person, at any time,
under any circumstances, to come onto their property and use it in any manner
that person saw fit." Holden,
495 N.W.2d at 273.[9]
Our decision follows the
legislative directive contained in 1983 Wis. Act 418 that the recreational use
statute "should be liberally construed in favor of the property owners to
protect them from liability." See
also Linville, 184 Wis. 2d at 715.
In keeping with that directive, and to give effect to the intent of the
legislature, we conclude that under Wisconsin's recreational use statute, §
895.52(2)(a), Mosinee owed no duty to Verdoljak who had entered the property to
engage in a recreational activity and, therefore, Mosinee is not liable for the
injury incurred by Verdoljak while engaging in that activity. Thus, we affirm the decision of the court of
appeals.
By the Court.—The decision of the court of appeals is affirmed.
SUPREME
COURT OF WISCONSIN
Case No.: 94-2549-FT
Complete Title
of Case: Matthew Verdoljak,
Plaintiff-Appellant-Petitioner,
v.
Mosinee Paper Corporation,
Defendant-Respondent.
_______________________________________
REVIEW OF A DECISION OF THE COURT OF APPEALS
Reported at: 192 Wis. 2d
235, 531 N.W.2d 341
(Ct. App. 1995)
PUBLISHED
Opinion Filed: May 10, 1996
Submitted on Briefs:
Oral Argument: February
1, 1996
Source of APPEAL
COURT: Circuit
COUNTY: Douglas
JUDGE: JOSEPH A. MCDONALD
JUSTICES:
Concurred:
Dissented:
Not Participating:
ATTORNEYS: For the plaintiff-appellant-petitioner
there was a brief by Toby E. Marcovich, George L. Glonek and Marcovich,
Cochrane & Milliken, Superior, and oral argument by George L.
Glonek.
For the
defendant-respondent there was a brief by Mark A. Siefert and Stilp,
Cotton and Wells, Eau Claire and oral argument by Mark A. Siefert.
[1] Wis.
Stat. § 895.52 provides in relevant part:
Recreational activities; limitation of property
owners' liability. (1) Definitions. In this section:
. . . .
(g) "Recreational activity" means any
outdoor activity undertaken for the purpose of exercise, relaxation or
pleasure, including practice or instruction in any such activity. "Recreational activity" includes,
but is not limited to, hunting, fishing, trapping, camping, picnicking,
exploring caves, nature study, bicycling, horseback riding, bird-watching,
motorcycling . . . .
. . . .
(2) No duty; immunity from liability. (a)
Except as provided in subs. (3) to (6), no owner and no officer, employe or agent
of an owner owes to any person who enters the owner's property to engage in
recreational activity:
1. A duty to keep the property safe for
recreational activities.
. . . .
3. A duty to give warning of an unsafe condition,
use or activity on the property.
(b) Except as provided in subs. (3) to (6), no owner and no officer, employe or agent of an owner is liable for any injury to, or any injury caused by, a person engaging in a recreational activity on the owner's property or for any injury resulting from an attack by a wild animal.
[2] Mosinee
allows hunting and fishing on its land under the dictates of Wis. Stat. §
77.83(2), which requires that, in order to qualify for certain property tax
incentives, an owner of "managed forest land shall permit public access to
the land for hunting, fishing, hiking, sight-seeing and cross-country
skiing."
Mosinee contends that the concept that
owners can limit the types of recreation allowed on their land and yet still
benefit both the public and themselves by "opening" the land to
public access is not only contemplated by the above statute (which enumerates
only specific activities) but is explicitly permitted under Wis. Admin. Code §
NR 46.21(3)(b), which provides that:
Open areas may be posted in conformance with this section and s. 943.13, Stats., against uses other than hunting, fishing, hiking, sight-seeing and cross-country skiing as long as the post signs indicate the land is managed forest land and the land is open to the public for hunting, fishing, hiking, sight-seeing and cross-country skiing.
[3] During oral argument, the only conduct that Verdoljak could point to as "expressly forbidding" motorbiking was the placement of the gate across the road.
[4] This is not to say that there are no circumstances under which a landowner may be held liable to a person injured while recreating on his or her property. Wisconsin Statute § 895.52 expressly provides that liability is not limited if: (a) the private property owner collects money, goods or services in excess of $2,000 per annum in payment for use of the property for recreational activity; or if the injury is: (b) caused by a malicious failure of the owner, his or her employe or agent to warn of a known, unsafe condition; (c) caused by a malicious act by the owner, his or her employe or agent; (d) to a social guest expressly and individually invited by the owner for the specific occasion; or (e) to an employe acting in the scope of his or her duties. See Wis. Stat. § 895.52(6).
[5] The now
repealed statute read, in relevant part:
29.68
Liability of landowners.
(2) Permission. An owner, lessee or occupant of premises who gives permission to another to hunt, fish, trap, camp, hike, sightsee, berry pick or to proceed with water sports or recreational uses upon such premises does not thereby extend any assurance that the premises are safe for such purpose, or constitute the person to whom permission is granted an invitee to whom a duty of care is owed, or assume responsibility for or incur liability for any injury to person or property caused by any act of persons to whom the permission is granted, . . .
[6] Even
following the passage of Wis. Stat. § 895.52, both this court and the
court of appeals have frequently commented that the underlying purpose of the
statute is to expand opportunities for recreation through encouraging landowners
to open their lands without fear of liability to those who enter to engage in
recreational activities. See, e.g.,
Linville v. City of Janesville, 184 Wis. 2d 705, 715, 516 N.W.2d
427 (1994) ("The policy behind the statute is to encourage property owners
to open their lands for recreational activities by removing a property user's
potential cause of action against a property owner's alleged
negligence."). See also Szarzynski
v. YMCA, Camp Minikani, 184 Wis. 2d 875, 888, 517 N.W.2d 135 (1994); Crowbridge
v. Village of Egg Harbor, 179 Wis. 2d 565, 572, 508 N.W.2d 15 (Ct.
App. 1993); Mooney v. Royal Ins. Co., 164 Wis. 2d 516, 522-23, 476
N.W.2d 287 (Ct. App. 1991); Nelson v. Schreiner, 161 Wis. 2d 798,
802, 469 N.W.2d 214 (Ct. App. 1991); Ervin v. City of Kenosha, 159
Wis. 2d 464, 477, 464 N.W.2d 654 (1991); Kruschke v. City of New
Richmond, 157 Wis. 2d 167, 173, 458 N.W.2d 832 (Ct. App. 1990); Silingo
v. Village of Mukwonago, 156 Wis. 2d 536, 544, 458 N.W.2d 379 (Ct.
App. 1990); Bystery v. Village of Sauk City, 146 Wis. 2d 247, 252,
430 N.W.2d 611 (Ct. App. 1988).
As the courts of Wisconsin have used it, the concept of "openness" relates to public policy and legislative purpose--it has never been and is not now, as this opinion clarifies, an "element" of the statute that a landowner needs to satisfy in order to be afforded immunity.
[7] The inherent irony if such an interpretation were adopted is illustrated by Mosinee's situation where the company restricted access to that area of the forest during harvesting operations, at least in part, due to its concerns for safety.
[8] The original Wisconsin recreational use statute, Wis. Stat. § 29.68, enacted in 1963 was one of the earliest in the country, predating the model act developed by the Council of State Governments in 1965 which forms the basis for the statutes subsequently adopted in many states. See LePoidevin v. Wilson, 111 Wis. 2d 116, 131 n.8, 330 N.W.2d 555 (1983).
[9] See also Hubbard v. Brown, 785 P.2d 1183 (Cal. 1990) (affirming that holder of federal grazing permit immunized from suit by motorcyclist who collided with barbed wire gate under California code which makes "recreational users responsible for their own safety and eliminat[es] the financial risk that had kept land closed"); Sega v. State of New York, 456 N.E.2d 1174, 1175 (N.Y. 1983) (finding operator of all-terrain vehicle who drove into cable blocking roadway in no-fee State park barred from suing State under statute immunizing landowners who "gratuitously allow persons to use their property for certain enumerated recreational activities").