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IN THE UNITED STATES DISTRICT COURT FOR THE DISTRICT OF NEBRASKA
MARGARET SHERMAN AND )RICHARD SHERMAN, )
)Plaintiffs, )
)
vs. ))) WINCO FIREWORKS, INC., AND )
WINCO FIREWORKS )INTERNATIONAL, LLC, )
)Defendants. )
CASE NO. 8:04CV300
JURY INSTRUCTIONS
INSTRUCTION NO. 1
2
EXPLANATORY
Members of the jury, the instructions I gave at the beginning of the trial and during
the trial remain in effect. I now give you some additional instructions.
You must, of course, continue to follow the instructions I gave you earlier, as well
as those I give you now. You must not single out some instructions and ignore others,
because all are important. This is true even though some of those I gave you at the
beginning of the trial are not repeated here.
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INSTRUCTION NO. 2
JUDGE’S OPINION
Neither in these instructions nor in any ruling, action, or remark that I have made
during the course of this trial have I intended to give any opinion or suggestion as to
what your verdict should be.
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INSTRUCTION NO. 3
CREDIBILITY OF WITNESSES
In deciding what the facts are, you may have to decide what testimony you
believe and what testimony you do not believe. You may believe all of what a witness
said, or only part of it, or none of it.
In deciding what testimony to believe, you may consider a witness’s intelligence,
the opportunity a witness had to see or hear the things testified about, a witness’s
memory, any motives a witness may have for testifying a certain way, the manner of a
witness while testifying, whether a witness said something different at an earlier time,
the general reasonableness of the testimony, and the extent to which the testimony is
consistent with any evidence that you believe.
In deciding whether or not to believe a witness, keep in mind that people
sometimes hear or see things differently and sometimes forget things. You need to
consider therefore whether a contradiction is an innocent misrecollection or lapse of
memory or an intentional falsehood, and that may depend on whether it has to do with
an important fact or only a small detail.
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INSTRUCTION NO. 4
BURDEN OF PROOF
In these instructions you are told that your verdict depends on whether you find
certain facts have been proved. The burden of proving a fact is upon the party whose
claim or defense depends upon that fact. The party who has the burden of proving a
fact must prove it by the preponderance, or greater weight, of the evidence. To prove
something by the preponderance, or greater weight, of the evidence is to prove that it is
more likely true than not true. It is determined by considering all of the evidence and
deciding which evidence is more believable. If, on any issue in the case, the evidence is
equally balanced, you cannot find that issue has been proved.
The preponderance, or greater weight, of the evidence is not necessarily
determined by the greater number of witnesses or exhibits a party has presented.
You may have heard of the term “proof beyond a reasonable doubt.” That is a
stricter standard that applies in criminal cases. It does not apply in civil cases such as
this. You should, therefore, put it out of your minds.
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INSTRUCTION NO. 5
MULTIPLE DEFENDANTS
There are two Defendants in this lawsuit who are present at trial. They are Winco
Fireworks, Inc., and Winco Fireworks International, LLC. The interests of Winco
Fireworks, Inc., and Winco Fireworks International, LLC are the same. If you find in
favor of one of them, you must find in favor of both of them. If you find against one of
them, you must find against both of them.
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INSTRUCTION NO. 7
STATEMENT OF THE CASE
This case involves a civil action brought by the Plaintiffs Margaret Sherman and
Richard Sherman. The Plaintiffs allege that on July 3, 2002, while they were watching a
fireworks display in the backyard of Margaret Sherman’s daughter, one of the fireworks,
a Saturn Missile, malfunctioned and flew directly into Margaret Sherman’s eye, causing
permanent damage.
The Plaintiff Margaret Sherman claims that the Winco Defendants distributed the
Saturn Missile in question, and that the Winco Defendants were negligent by failing to
use reasonable care to see that the product was safe for its intended use; that the
Winco Defendants were negligent by failing to properly warn those persons reasonably
expected to be endangered by the probable use of the Saturn Missile; and that the
Winco Defendants breached an implied warranty of merchantability. The Plaintiff
Richard Sherman claims that, because of the injury to his wife, he has been
deprived of her affection, companionship, comfort, and assistance.
The Winco Defendants deny that they were involved in the distribution of the
firework in question. Further, they deny the allegations that they were negligent in failing
to use reasonable care to see that the product was safe for its intended use; that they
were negligent in failing to properly warn those reasonably expected to be endangered
by the probable use of the Saturn Missile; and that they breached an implied warranty
of merchantability. Finally, the Winco Defendants claim that there are third parties who
are
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not or are no longer parties to this litigation whose actions were the sole or partial
proximate cause of the injuries sustained by the Plaintiff Margaret Sherman. These third
parties are (1) Stanley Kapustka and Nathan Kapustka; (2) Hale Fireworks, Inc.; and (3)
Shiu Fung Fireworks Co. Ltd.
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INSTRUCTION NO. 7
NEGLIGENT FAILURE TO USE REASONABLE CARE TO SEE THAT GOODS ARE SAFE FOR INTENDED USE
A. ISSUES
The Plaintiff Margaret Sherman claims that the Winco Defendants were negligent
in failing to use reasonable care to see that the Saturn Missile was safe for the use for
which it was distributed, supplied, or sold.
B. BURDEN OF PROOF
Before the Plaintiff Margaret Sherman can recover against the Winco Defendants
on her claim that the Winco Defendants failed to use reasonable care to see that the
Saturn Missile was safe for the use for which it was distributed, supplied, or sold, the
Plaintiff Margaret Sherman must prove, by the preponderance, or greater weight, of the
evidence, each and all of the following:
1. That the Saturn Missile was distributed, supplied, or sold by the Defendants;
2. That the Plaintiff Margaret Sherman was among the group of people that the
Winco Defendants should reasonably have expected would be endangered by
the probable use of the Saturn Missile;
3. That the Winco Defendants failed to use reasonable care to see that the Saturn
Missile was safe for the use for which it was distributed, supplied, or sold;
4. That this failure to use reasonable care to see that the Saturn Missile was safe for
the use for which it was distributed, supplied, or sold was the proximate cause of
some damage to the Plaintiff Margaret Sherman; and
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5. The nature and extent of that damage.
C. EFFECT OF FINDINGS
If the Plaintiff Margaret Sherman h as met this burden of proof, then your verdict
must be for the Plaintiff Margaret Sherman and against the Winco Defendants on the
Plaintiff’s claim of negligent failure to use reasonable care to see that goods are safe for
intended use.
If the Plaintiff Margaret Sherman has not met this burden of proof, then your
verdict must be for the Winco Defendants and against the Plaintiff Margaret Sherman
on the Plaintiff’s claim for negligent failure to use reasonable care to see that goods are
safe for intended use.
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INSTRUCTION NO. 8
NEGLIGENT FAILURE TO WARN
A. ISSUES
The Plaintiff Margaret Sherman claims that the Winco Defendants were negligent
in failing to warn the Plaintiff Margaret Sherman that the Saturn Missile was dangerous.
B. BURDEN OF PROOF
Before the Plaintiff Margaret Sherman can recover against the Winco Defendants
on her claim that the Winco Defendants failed to warn her that the Saturn Missile was
dangerous, the Plaintiff Margaret Sherman must prove, by the preponderance, or
greater weight, of the evidence, each and all of the following:
1. That the Saturn Missile was distributed, supplied, or sold by the Defendants;
2. That the Plaintiff Margaret Sherman was among the group of people that the
Winco Defendants should reasonably have expected would be endangered by
the probable use of the Saturn Missile;
3. That the Saturn Missile had a label that failed to state conspicuously those
statements required by the Federal Hazardous Substances Act as set forth in
Instruction No. 9;
4. That this failure to state conspicuously those statements required by the Federal
Hazardous Substances Act was the proximate cause of some damage to the
Plaintiff Margaret Sherman; and
5. The nature and extent of that damage.
C. EFFECT OF FINDINGS
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If the Plaintiff Margaret Sherman has met this burden of proof, then your verdict
must be for the Plaintiff Margaret Sherman and against the Winco Defendants on the
Plaintiff’s claim for negligent failure warn.
If the Plaintiff Margaret Sherman has not met this burden of proof, then your
verdict must be for the Winco Defendants and against the Plaintiff Margaret Sherman
on the Plaintiff’s claim for negligent failure warn.
INSTRUCTION NO. 9
13
FEDERAL HAZARDOUS SUBSTANCES ACT—GENERALLY
Parts of the Federal Hazardous Substances Act govern the label on the Saturn
Missile, and are incorporated into your decision with respect to Instruction No. 8.B.3.
Under the Federal Hazardous Substances Act, the label on the Saturn Missile must
state conspicuously:
(A) The name and place of the manufacturer, packer, distributor or seller;
(B) The signal word “WARNING” or “CAUTION” on all other hazardous
substances;
(C) An affirmative statement of the principal hazard(s), such as “Flammable,”
“Combustible,” “Vapor Harmful,” “Causes Burns,” “Absorbed Through
Skin,” or similar wording descriptive of the hazard(s);
(D) Precautionary measures describing the action to be followed or avoided;
(E) Instruction, when necessary or appropriate, for first aid treatment;
(F) Adequate directions for the protection of children from the hazard(s); and
These statements must be located prominently on the label, be in the English language
in conspicuous and legible type of contrast by typography, layout, or color with other
printed matter on the label.
INSTRUCTION NO. 10
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FEDERAL HAZARDOUS SUBSTANCES ACT—“PROMINENTLY” AND “CONSPICUOUS” DEFINED
As used in the Federal Hazardous Substances Act and Instruction No. 8, the
terms “Prominently” and “Conspicuous” mean that, under customary conditions of
purchase, storage, and use, the required information shall be visible, noticeable, and in
clear and legible English. Some factors affecting a warning’s prominence and
conspicuousness are: location, size of type, and contract of printing against background.
Terms of cautionary labeling required by the Federal Hazardous Substances Act
must appear on a display panel. A display panel includes any surface of the immediate
container which bears labeling. A product may have more than one display panel. The
name and place of the manufacturer, packer, distributor, or seller may appear separately
on any display panel. The size of cautionary labeling must be reasonably related to the
type size of any other printing appearing on the same display panel. All statements of
principal hazard or hazards on a label must appear in the same size and style of type,
and must appear in the same color or have the same degree of boldness. The signal
word and the statement(s) of principal hazard(s) must be in capital letters. Where color
is the primary method to achieve appropriate contrast, the color of any cautionary
labeling statement shall be in sharp contrast with the color of the background upon
which such a statement appears. Examples of combinations of colors which may not
satisfy the requirement for sharp contrast are: black letters on a dark blue or dark green
background, dark red letters on a light background, light red letters on a reflective silver
background, and white letters
15
on a light gray or tan background.
INSTRUCTION NO. 11
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DEFINITION OF NEGLIGENCE
Negligence is doing something that a reasonably careful person would not do
under similar circumstances, or failing to do something that a reasonably careful person
would do under similar circumstances.
INSTRUCTION NO. 12
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PROXIMATE CAUSE
A proximate cause is a cause that produces a result in a natural and continuous
sequence, and without which the result would not have occurred.
INSTRUCTION NO. 13
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BREACH OF IMPLIED WARRANTY OF MERCHANTABILITY
A. ISSUES
The Plaintiff Margaret Sherman claims that the Winco Defendants breached an
implied warranty of merchantability.
B. BURDEN OF PROOF
Before the Plaintiff Margaret Sherman can recover against the Winco Defendants
on her claim of breach of implied warranty of merchantability, the Plaintiff Margaret
Sherman must prove, by a preponderance, or greater weight, of the evidence, each and
all of the following:
1. That the Winco Defendants sold the Saturn Missle;
2. That, at the time of the sale, the Winco Defendants were merchants with respect
to goods of that kind;
3. That, at the time the Saturn Missile was sold by the Winco Defendants, it was not
merchantable, as defined in Instruction No. 14;
4. That the failure of the Saturn Missile to perform as warranted was a proximate
cause of some damage to the Plaintiff Margaret Sherman; and
5. The nature and extent of that damage.
C. EFFECT OF FINDINGS
If the Plaintiff Margaret Sherman has met this burden of proof, then your verdict
must be for the Plaintiff Margaret Sherman and against the Winco Defendants on the
Plaintiff’s claim for breach of implied warranty of merchantability.
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If the Plaintiff Margaret Sherman has not met this burden of proof, then your
verdict must be for the Winco Defendants and against the Plaintiff Margaret Sherman
on the Plaintiff’s claim for breach of implied warranty of merchantability.
INSTRUCTION NO. 14
20
IMPLIED WARRANTY OF MERCHANTABILITY DEFINED
To be merchantable, goods must:
1. Be such as would pass without objection in the trade as goods of that kind;
2. Be fit for the ordinary purposes for which such goods are used;
3. Be adequately contained, packaged, and labeled; and
4. Conform to the promises or affirmations of fact made on the container or the
label, if any.
INSTRUCTION NO. 15
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CORPORATE PARTY
All of the parties to a lawsuit are entitled to the same fair and impartial
consideration, whether they are corporations or individuals.
INSTRUCTION NO. 16
22
AGENCY
A corporation acts only through its agents or employees and any agent or
employee of a corporation may bind the corporation by acts and statements made while
acting within the scope of the authority delegated to the agent by the corporation, or
within the scope of his/her duties as an employee of the corporation.
INSTRUCTION NO. 17
23
EVALUATION OF DEPOSITION EVIDENCE
During the trial, testimony was presented to you by deposition. Such testimony is
under oath and is entitled to the same fair and impartial consideration you give other
testimony.
INSTRUCTION NO. 18
24
EXPERT TESTIMONY
A witness who has special knowledge, skill, experience, training, or education in a
particular area may testify as an expert in that area. You determine what weight, if any,
to give to an expert’s testimony just as you do with the testimony of any other witness.
You should consider the expert’s credibility as a witness, the expert’s qualifications
as an expert, the sources of the expert’s information, and the reasons given for any
opinions expressed by the expert.
INSTRUCTION NO. 19
25
PROXIMATE CAUSE—CONDUCT OF NONPARTY THIRD PERSON
The Winco Defendants claim that nonparty third persons’ conduct was the only
proximate cause of the occurrence. By doing so, the Winco Defendants are simply
denying that their negligence was a proximate cause of the occurrence. Remember, the
Plaintiff Margaret Sherman must prove that the Winco Defendants’ negligence was a
proximate cause of the occurrence.
INSTRUCTION NO. 20
26
FAULT ALLOCATION
If you find that at least some of the Plaintiff Margaret Sherman’s injury was
proximately caused by the Winco Defendants, you will be required to consider and
assign the respective shares of fault, if any, of the Winco Defendants against the
persons or entities with whom the Plaintiffs have settled.
The fact that a person or entity entered into a release, covenant not to sue, or
similar agreement is not evidence of liability of that person or entity.
All of the persons and entities to be considered are:
1. Shiu Fung Fireworks Co. Ltd.;
2. Hale Fireworks, Inc.;
3. Stanley Kapustka and Nathan Kapustka; and
4. The Winco Defendants.
INSTRUCTION NO. 21
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NEGLIGENCE—CHILDREN
In the case of a child, negligence is the failure to use the care that would be used
by a reasonably careful child of like age, intelligence, and experience under similar
circumstances.
INSTRUCTION NO. 22
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GENERAL INSTRUCTION ON DAMAGES IN A TORT ACTION WHERE JOINT AND SEVERAL LIABILITY IS AN ISSUE—ECONOMIC AND NONECONOMIC DAMAGES
If you find for the Plaintiff Margaret Sherman and against the Winco Defendants,
you are required to determine her damages and identify those damages as either
economic or noneconomic damages.
ECONOMIC DAMAGES
I am about to give you a list of things you may consider in making your decision
regarding economic damages. From this list, you must only consider those things you
decide were proximately caused by the Winco Defendants’ negligence.
1. The reasonable value of medical, hospital, nursing, and similar care and supplies
reasonably needed by and actually provided to the Plaintiff Margaret Sherman,
and reasonably certain to be needed and provided in the future; and
2. The reasonable value of the earning capacity, business or employment
opportunities the Plaintiff Margaret Sherman is reasonably certain to lose in the
future.
NONECONOMIC DAMAGES
I am about to give you a list of things you may consider in making your decision
regarding noneconomic damages. From this list, you must only consider those things
you decide were proximately caused by the Winco Defendants’ conduct.
1. The reasonable monetary value of the physical pain and mental suffering and
emotional distress the Plaintiff Margaret Sherman has experienced and is
29
reasonably certain to experience in the future;
2. The reasonable monetary value of the inconvenience the Plaintiff Margaret
Sherman has experienced and is reasonably certain to experience in the future;
3. The reasonable monetary value of loss of society and companionship suffered by
the Plaintiff Margaret Sherman and reasonably certain to be suffered in the
future;
4. The reasonable monetary value of any injury to the Plaintiff Margaret Sherman’s
reputation; and
5. The reasonable monetary value of any humiliation the Plaintiff Margaret Sherman
has experienced and is reasonably certain to experience in the future.
ECONOMIC AND NONECONOMIC DAMAGES
In your determination of economic and noneconomic damages, you must
consider the nature and extent of the injury, including whether the injury is temporary or
permanent and whether any resulting disability is partial or total.
INSTRUCTION NO. 23
30
LOSS OF CONSORTIUM—RICHARD SHERMAN
If, and only if, you find for the Plaintiff Margaret Sherman and against the Winco
Defendants, then you are required to determine Richard Sherman’s damages, if any, for
his claim for loss of consortium.
Consortium means those things to which a person is entitled by reason of the
marriage relationship. It includes affection, love, companionship, comfort, assistance,
moral support, and the enjoyment of intimate relations. Loss of consortium is a
noneconomic damage.
INSTRUCTION NO. 24
31
MORTALITY TABLES
There is evidence before you from life expectancy tables. This evidence may
assist you in determining probable life expectancy. This is only an estimate based on
average experience. It is not conclusive. You should consider it along with any other
evidence bearing on probable life expectancy, such as evidence of health, occupation,
habits, and the like.
INSTRUCTION NO. 25
32
VERDICT DETERMINED BY CHANCE—QUOTIENT VERDICT
The law forbids you to return a verdict determined by chance. You may not, for
instance, agree in advance that each juror will state an amount to be awarded in
damages, that all of those amounts will be added together, that the total will be divided
by the number of jurors, and that the result will be returned as the jury's verdict. A
verdict determined by chance is invalid.
INSTRUCTION NO. 26
33
PRESENT CASH VALUE
If you decide that the Plaintiffs are entitled to recover damages for any future
losses, then you must reduce those damages to their present cash value. You must
decide how much money must be given today to compensate them fairly for their future
losses.
INSTRUCTION NO. 27
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ELECTION OF FOREPERSON; DUTY TO DELIBERATE; COMMUNICATIONS WITH
COURT; CAUTIONARY; UNANIMOUS VERDICT; VERDICT FORM
In conducting your deliberations and returning your verdict, there are certain rules
you must follow.
First, when you go to the jury room, you must select one of your members as your
foreperson. That person will preside over your discussions and speak for you here in
court.
Second, it is your duty, as jurors, to discuss this case with one another in the jury
room. You should try to reach agreement if you can do so without violence to individual
judgment, because a verdict must be unanimous.
Each of you must make your own conscientious decision, but only after you have
considered all the evidence, discussed it fully with your fellow jurors, and listened to the
views of your fellow jurors.
Do not be afraid to change your opinions if the discussion persuades you that you
should. But do not come to a decision simply because other jurors think it is right, or
simply to reach a verdict. Remember at all times that you are not partisans. You are
judges - judges of the facts. Your sole interest is to seek the truth from the evidence in
the case.
Third, if you need to communicate with me during your deliberations, you may
send a note to me through the marshal or bailiff, signed by one or more jurors. I will
respond as soon as possible either in writing or orally in open court. Remember that
INSTRUCTION NO. 27
35
you should not
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tell anyone - including me - how your votes stand numerically.
Fourth, your verdict must be based solely on the evidence and on the law which I
have given to you in my instructions. The verdict must be unanimous. Nothing I have
said or done is intended to suggest what your verdict should be - that is entirely for you
to decide.
Finally, the verdict form is simply the written notice of the decision that you reach
in this case. You will take this form to the jury room, and when each of you has agreed
on the verdict, your foreperson will fill in the form, sign and date it, and advise the
marshal or bailiff that you are ready to return to the courtroom.
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INSTRUCTION NO. 28
“ALLEN CHARGE”
As stated in my instructions, it is your duty to consult with one another and to
deliberate with a view to reaching agreement if you can do so without violence to your
individual judgment. Of course you must not surrender your honest convictions as to the
weight or effect of the evidence solely because of the opinions of other jurors or for the
mere purpose of returning a verdict. Each of you must decide the case for yourself; but
you should do so only after consideration of the evidence with your fellow jurors.
In the course of your deliberations you should not hesitate to reexamine your own
views, and to change your opinion if you are convinced it is wrong. To reach a
unanimous result you must examine the questions submitted to you openly and frankly,
with proper regard for the opinions of others and with a willingness to re-examine your
own views.
Finally, remember that you are not partisans; you are judges - judges of the facts.
Your sole interest is to seek the truth from the evidence. You are the judges of the
credibility of the witnesses and the weight of the evidence.
You may conduct your deliberations as you choose. But I suggest that you
carefully consider all the evidence bearing upon the questions before you. You may
take all the time that you feel is necessary.
There is no reason to think that another trial would be tried in a better way or that
a more conscientious, impartial or competent jury would be selected to hear it. Any
future jury must be selected in the same manner and from the same source as you. If
37
you should fail to agree on a verdict, the case is left open and must be disposed of at
some later time.
37
Please go back now to finish your deliberations in a manner consistent with your
good judgment as reasonable persons.