Szarowicz v. Birenbaum

California Court of Appeal
Not applicable to this text (2020)
ELI5:

Rule of Law:

The primary assumption of risk doctrine does not bar recovery when a co-participant in a recreational "no-check" sport intentionally injures another player or engages in conduct so reckless as to be totally outside the range of ordinary activity involved in that specific sport, thereby breaching a limited duty not to increase the inherent risks.


Facts:

  • In 2017, Michael Szarowicz and Jeremy Birenbaum were both members of the San Francisco Adult Hockey League (SFAHL), a recreational, "no-check" ice hockey league.
  • On January 30, 2017, Szarowicz and Birenbaum played on opposing teams in game three of the SFAHL championship series.
  • Earlier in the game, Szarowicz witnessed Birenbaum crosscheck a teammate, prompting Szarowicz to question Birenbaum's anger, and later Birenbaum crosschecked Szarowicz himself.
  • In the final minutes of the game, with Szarowicz's team leading by three goals, Birenbaum took at least six full strides parallel to the side of the rink and collided violently with Szarowicz, who was following the puck, propelling Szarowicz into the air and onto the ice.
  • Szarowicz was briefly knocked unconscious and suffered extensive injuries, including six broken ribs, a dislocated shoulder with three fractured bones, a torn rotator cuff, a fractured sternum, a fractured scapula, and a collapsed lung.
  • Szarowicz, his teammates, and an expert testified that Birenbaum's actions were inconsistent with making a legitimate play on the puck and instead suggested an intent to injure or reckless disregard for Szarowicz's safety.
  • Szarowicz's expert stated that "no-check" recreational hockey is distinct from full-contact hockey, prohibits checking, and participants in "no-check" leagues do not expect to be exposed to the types of severe injuries more common in full-contact leagues.

Procedural Posture:

  • On August 18, 2017, Michael Szarowicz initiated an action against Jeremy Birenbaum in San Francisco County Superior Court (trial court/court of first instance).
  • Szarowicz’s twice-amended complaint alleged causes of action for intentional tort and negligence, seeking compensatory and punitive damages.
  • Jeremy Birenbaum filed an answer to the complaint.
  • Birenbaum moved for summary judgment or, in the alternative, summary adjudication, based on the primary assumption of risk doctrine.
  • Szarowicz filed opposition to Birenbaum’s motion.
  • On November 7, 2018, the trial court granted Birenbaum's motion for summary judgment, concluding that checking is an inherent risk of no-check ice hockey and the primary assumption of risk doctrine barred Szarowicz's claims.
  • Judgment for Birenbaum was entered on December 18, 2018.
  • Michael Szarowicz, as appellant, timely appealed the summary judgment to the California Court of Appeal, First Appellate District, Division Two, with Jeremy Birenbaum as appellee.

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Issue:

Does the primary assumption of risk doctrine preclude liability for a recreational ice hockey player in a "no-check" league who allegedly intentionally injured a co-participant or engaged in reckless conduct so outside the ordinary activity of "no-check" hockey that it increased the inherent risks of the sport?


Opinions:

Majority - Richman, Acting P.J.

No, the primary assumption of risk doctrine does not preclude liability for a recreational ice hockey player when there is a triable issue of material fact as to whether the player intentionally injured a co-participant or engaged in conduct so reckless as to be totally outside the range of the ordinary activity involved in the specific "no-check" sport, thereby increasing the inherent risks. The court conducted a de novo review of the trial court’s summary judgment. While recreational ice hockey falls under the primary assumption of risk doctrine, meaning Birenbaum generally owed no duty to prevent harm from risks inherent in the sport (citing Knight v. Jewett, 1992), a sports participant does have a limited duty to not increase the risks to a co-participant over and above those inherent in the sport by intentionally injuring them or engaging in reckless conduct totally outside the ordinary activity of the sport. The trial court erroneously accepted Birenbaum's position that all checking, regardless of its degree, is exempt from liability because checking is an inherent risk in no-check hockey. The appellate court clarified that Avila v. Citrus Community College Dist. (2006), which extended Knight's principles to some intentional conduct (like being intentionally hit by a pitch in baseball), did not overturn Knight's holding regarding intentional injury or reckless conduct totally outside the sport's ordinary activity. Avila itself noted that not every intentional hit is an inherent risk (e.g., hitting a batter not at the plate). Szarowicz presented substantial evidence (his own deposition, declarations from teammates, and his expert's declaration) from which a reasonable trier of fact could conclude that Birenbaum’s violent, high-speed, open-ice check on an unsuspecting opponent, with no apparent attempt to play the puck, was either an intentional injury or reckless conduct totally outside the range of ordinary activity in "no-check" hockey. This evidence suggests that prohibiting such conduct—which is already prohibited by league rules—would neither deter vigorous participation nor fundamentally alter the nature of "no-check" hockey. Therefore, a triable issue of material fact exists regarding whether Birenbaum breached his limited duty of care. Furthermore, the court denied summary adjudication for the intentional tort claim and punitive damages. It questioned whether primary assumption of risk even applies to intentional torts alleging intent to harm. Regardless, the evidence of Birenbaum’s prior crosschecks, his team losing in the championship, the high-speed nature of the hit, lack of attempt to play the puck, and testimony indicating intent to harm or "despicable conduct with a willful and conscious disregard of the rights or safety of others" (under Civil Code § 3294) was sufficient to create a triable issue for a jury to consider punitive damages under the clear and convincing evidence standard.



Analysis:

This case significantly clarifies the application of the primary assumption of risk doctrine in recreational sports, particularly "no-check" leagues. It reinforces that while some contact is inherent, the doctrine does not provide blanket immunity for intentional harm or severely reckless conduct that falls outside the ordinary activities of the specific sport, especially when league rules explicitly prohibit such actions. The distinction drawn between a general "contact sport" and a "no-check" league highlights the critical importance of analyzing the specific nature of the recreational activity and its established rules in determining the scope of inherent risks. This ruling preserves an avenue for recovery for egregious acts that demonstrably increase risks beyond those reasonably accepted, while still protecting vigorous participation in sports from claims based on ordinary careless conduct.

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