Montgomery v. Airbus Helicopters

Montgomery, 2018 OK 17 (Okla. 2018) · Supreme Court of Oklahoma · March 6, 2018 · No. 114045

Summary

The Oklahoma Supreme Court held that Oklahoma courts lacked specific personal jurisdiction over Airbus Helicopters, Inc. and Soloy, LLC, defendants in a products-liability and negligence action arising from an ambulance-helicopter crash in Oklahoma. The court concluded that the defendants' sales and contacts with EagleMed in Texas and Kansas, together with the helicopter's later use in Oklahoma, were insufficient under contemporary minimum-contacts principles, vacated the Court of Civil Appeals' opinion, and affirmed the trial court's dismissal.

Court
Supreme Court of Oklahoma
Writing for the Court
Kauger, J.; Combs, C.J.; Winchester, J.; Reif, J.; Wyrick, J.; Gurich, V.C.J.; Edmondson, J.; Colbert, J.
Jurisdiction
Oklahoma
Decision date
March 6, 2018
Docket number
114045
Procedural posture
The Oklahoma district court dismissed Airbus and Soloy from a products-liability and negligence action for lack of personal jurisdiction. The Court of Civil Appeals affirmed, and the Oklahoma Supreme Court granted certiorari.
Standard of review
Dismissal for lack of personal jurisdiction over a nonresident defendant is reviewed de novo. The party asserting jurisdiction bears the burden of establishing sufficient contacts, which must affirmatively appear in the record.
Precedential value
Oklahoma Supreme Court opinion; source notice states that the opinion had not been released for publication and remained subject to revision or withdrawal.
Parties
Anke Montgomery, individually and as personal representative of the Estate of Mark Montgomery, EagleMed, L.L.C., Starr Indemnity and Liability Company v. Airbus Helicopters, Inc., Soloy, LLC
Disposition
vacated

Topics

personal jurisdictioncivil procedureappellate procedurestandard of reviewnegligence

Practice areas

civil procedurepersonal jurisdictionproducts liabilitynegligenceappellate procedure

Questions Presented

  1. Whether Oklahoma courts could exercise specific personal jurisdiction over Airbus and Soloy based on their sales and related contacts with EagleMed, an entity operating helicopters in Oklahoma.
  2. Whether the helicopter's presence and crash in Oklahoma, together with the defendants' alleged knowledge that the helicopter would be used there, established the minimum contacts required by due process.
  3. Whether additional jurisdictional discovery was necessary before resolving the personal-jurisdiction motions.

Holdings

  1. Oklahoma lacked specific personal jurisdiction over Airbus and Soloy because their relevant contacts were with EagleMed in Texas and Kansas, not direct, purposeful contacts with Oklahoma connected to the claims.
  2. General jurisdiction did not exist over Airbus or Soloy because neither defendant was at home in Oklahoma.
  3. After Bristol-Myers Squibb, Oklahoma's prior sliding-scale, totality-of-contacts, and stream-of-commerce approaches cannot establish specific jurisdiction without a constitutionally sufficient connection between the defendants, Oklahoma, and the controversy.
  4. The trial court did not abuse its discretion by denying additional jurisdictional discovery because the relevant jurisdictional theory was legally insufficient under the governing specific-jurisdiction analysis.

Key quotations

Accordingly, a "sliding scale" approach, or "totality of the contacts" or "stream of commerce" approach is insufficient to establish specific personal jurisdiction. (¶ 36)
Consequently, minimum contacts with the State of Oklahoma were insufficient. (¶ 38)

Factual background

A helicopter purchased from Airbus in Texas was transported to Kansas, assembled there, and later used by EagleMed in a regional air-ambulance operation that included Oklahoma. Soloy supplied an engine-conversion kit to EagleMed in Kansas, and the helicopter later crashed shortly after takeoff in Oklahoma, killing the pilot and a flight nurse and seriously injuring a paramedic. Airbus and Soloy had no offices, employees, agents, property, or specifically directed marketing in Oklahoma, although Airbus knew the helicopter would be used in Oklahoma and maintained technical communications with EagleMed's Kansas headquarters.

Procedural history

The plaintiffs filed suit in Oklahoma County after an ambulance helicopter crashed in Oklahoma. Airbus and Soloy moved to dismiss for lack of personal jurisdiction and forum non conveniens. The trial court dismissed them for lack of personal jurisdiction, denied additional jurisdictional discovery, and stayed claims against Honeywell pending appeal. The Court of Civil Appeals affirmed; the Supreme Court vacated that opinion and affirmed the trial court.

Court Document

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