A Crucial Element of Democracy

This is a blog by Robert Gutierrez ...
While often taken for granted, civics education plays a crucial role in a democracy like ours. This Blog is dedicated to enticing its readers into taking an active role in the formulation of the civics curriculum found in their local schools. In order to do this, the Blog is offering a newer way to look at civics education, a newer construct - liberated federalism or federation theory. Daniel Elazar defines federalism as "the mode of political organization that unites separate polities within an overarching political system by distributing power among general and constituent governments in a manner designed to protect the existence and authority of both." It depends on its citizens acting in certain ways which Elazar calls federalism's processes. Federation theory, as applied to civics curriculum, has a set of aims. They are:
*Teach a view of government as a supra federated institution of society in which collective interests of the commonwealth are protected and advanced.
*Teach the philosophical basis of government's role as guardian of the grand partnership of citizens at both levels of individuals and associations of political and social intercourse.
*Convey the need of government to engender levels of support promoting a general sense of obligation and duty toward agreed upon goals and processes aimed at advancing the common betterment.
*Establish and justify a political morality which includes a process to assess whether that morality meets the needs of changing times while holding true to federalist values.
*Emphasize the integrity of the individual both in terms of liberty and equity in which each citizen is a member of a compacted arrangement and whose role is legally, politically, and socially congruent with the spirit of the Bill of Rights.
*Find a balance between a respect for national expertise and an encouragement of local, unsophisticated participation in policy decision-making and implementation.
Your input, as to the content of this Blog, is encouraged through this Blog directly or the Blog's email address: gravitascivics@gmail.com .
NOTE: This blog has led to the publication of a book. The title of that book is TOWARD A FEDERATED NATION: IMPLEMENTING NATIONAL CIVICS STANDARDS and it is available through Amazon in both ebook and paperback versions.

Friday, September 28, 2018

BEGIN WITH BIGAN, A TAUNTER


[Note:  This posting is a continuation of a report on the development of a civics unit of study.  This unit is directing students to formulate informed positions on a governmental topic:  ground rules overseeing tort law.  It is being developed in real time.  Writer wants to identify his basic source of information, the Great Course’s course, Law School for Everyone.[1]]
Obviously, from what has already been described, one can see tort cases being about misfeasance and not nonfeasance.  And the question that one asks in regards with a misfeasance is straightforward:  did the defendant cause harm due to some negligence?  But, with these terms, one can begin to look at the case history that has dealt with this tension.
So, to refer to case history, a good case with which to begin looking at this tension emanates from the 1950s.  The case, Yania v. Bigan, in 1959, demonstrates how bizarre the determination of whether misfeasance and nonfeasance characterizes an incident can be.  John Bigan, the defendant, operated a coal strip-mine.  Part of that operation was to dig trenches by which to expose the coal and allow its removal. 
In one trench, in a mine in Pennsylvania, several feet of water were present.  To extract the water, Bigan placed a pump in the trench and someone needed to get in the water to start the pump.  Bigan, to encourage Yania (an operator of another strip mine) to jump in for that purpose, started taunting him. 
Despite his initial reluctance, Yania did eventually jump in and drowned.  His wife, as the dead man’s survivor, filed a suit against Bigan for wrongful death.  She, in court, emphasized Bigan’s taunting.  Yet, the trial court found in favor of the defendant and, upon appeal, the Pennsylvania Supreme Court upheld that finding.[1]
This case provides two useful bits of conceptual information.  Beyond providing an example of nonfeasance, it helps define the boundary between nonfeasance and misfeasance.  This does not mean a student need agree with the decision.  Like any case, the student can question not only how the court treated Yania’s widow, but how it treats anyone faced with a harm “caused” by what others say. 
In this case, the judge, Justice Benjamin R. Jones, held that Yania was a reasonable and prudent adult who could readily see and understand the dangers, but chose to jump in the water.  The taunting did not undo those factors nor place responsibility – negligence – on the shoulders of Bigan.  And, in analyzing this case, a teacher can point out that while someone might hold an emotional bias for the widow, the judges, that had any such emotions, kept them in check.  Having pointed that out, though, a student could still see the judgement as flawed.
Beyond the taunting, did Bigan have a duty to jump in himself and try to save the drowning man?  Here, again, the court ruled that he did not have such a duty.  Perhaps he had a moral duty, but not a legal one.  So, one can see, at least as this court ruled, the term “stranger”[2] is broad.  And it might not extend if Yania was a child or an infirmed person, but he was not; he was a “prudent” adult.
And so, the law draws a line between what is good from what is legal; but why?  Again, as with the question over the shift from strict liability and negligence, there is more than one explanation.  This blog has already claimed that this aspect of tort law challenges the federalist values that define what the nation’s constitution establishes; i.e., a citizenry that does not include citizens who are antagonistically arranged – or, at least, indifferently arranged – in their social interactions.  A federated citizen is expected to aid or help fellow citizens.
Before reviewing any explanation for a judicial bias that seems to counter the ideal of a federated citizenry, a federal value needs to be understood.  That value is constitutional integrity or federal liberty.  This blog has offered the following definition:  liberty is the freedom to do what one should do, not what one wants to do.  This emanates from the writings of John Winthrop all the way back to this nation’s colonial days. 
Again, it needs to be emphasized, this is ideal language, the espoused values of American generations from those of colonial days to the days after World War II.  But the common law that has led to this “un-federalist” bias predates that war and actually stretches back to British law.  Consequently, this apparent institutionalized divergence should be addressed.  Therefore, with that historical inconsistency noted, a review of a strain of explanations is in order. 
One account relies on a natural rights argument.  It states that liberty – a la natural rights values – means that a person simply has the liberty to ignore the cries of a flailing baby or stricken old man on some church steps.  That sense of liberty is silent in terms of what should be done in these types of situations – that’s up to the individual.  This view repeats the notion:  one has a right to wave his/her hands up to where someone else’s nose begins.  While this view has a good deal of support in the legal profession, there are other views.
A second explanation in this line of thinking can be stated as the concern:  if one places a legal obligation on one citizen to aid another (or at least not encourage dangerous behavior), where do the obligations end?  Can the law demand someone to do something or anything that might be needed by another party? 
For example, does that mean a person needs to bear burdens, such as money expenses, to aid a needy party?  Where does it end?  Providing duty in nonfeasance cases opens “slippery slope” situations or, at least, that is what defenders of the existing standard argue.
That is, a defender of the natural rights perspective might ask:  If such thinking takes hold, can public policy demand everyone to give up income or wealth so that everyone has enough to eat?  Just to be fair:  such thinking lines up with a federalist definition of equality – what can be called regulated equality or regulated condition.  But that value is not as stark as natural right advocates claim. 
Federalist values gauge such policy relative to a slew of factors including the wealth of a nation.  In terms of the US, the aim, to eliminate hunger, for example, is well within the financial means of the nation.  And this debate makes one wonder whether the debates over litigant responsibilities do not really reflect a concern for legal principles or justice but political and/or economic interests.
But that digresses and the concern for an inability to draw a limit on duties is well taken.  But does such a concern trump the demand for citizens to help others when it can be demonstrated that the conditions under question are obvious and serious in terms of another party’s health or some other essential condition?  Here, the question is asked, but not answered.  It is proposed as a question for citizens to consider.  Further, if the answer is yes, the solution will not be provided by common law, but by statutory law.
Then there is an extreme case that possibly demonstrates a serious shortcoming with holding nonfeasance beyond tort law review.  This case does not refer to a court case.  In 1964, in the borough of Queens, 38 normal New York residents heard the cries and saw the stabbing of Kitty Genovese.  None of those witnesses called the police or provided any assistance to Ms. Genovese; she subsequently died. 
Of course, none of those observers were subject to any tort or criminal action.  This case, in its extremity, brings up what many feel is offensive by the common law’s indifference to people in serious need.  Is there a compromise between complete indifference and mandated decrees that insist on affirmative duty to assist those who need help, sometimes to save their lives?
Some states have opted to what might be considered half-steps; i.e., enacting Good Samaritan laws that mostly protect “helpers” from liability when their efforts fail or cause further harm.  Other efforts include imposing small fines on those who fail to help someone in jeopardy of physical harm.  But there have been no meaningful laws insisting citizens need to help one another.
So, to refer to case history, a good case with which to begin looking at this tension emanates from the 1950s.  The case, Yania v. Bigan, in 1959, demonstrates how bizarre the determination of whether misfeasance and nonfeasance characterizes an incident can be.  John Bigan, the defendant, operated a coal strip-mine.  Part of that operation was to dig trenches by which to expose the coal and allow its removal. 
In one trench, in a mine in Pennsylvania, several feet of water were present.  To extract the water, Bigan placed a pump in the trench and someone needed to get in the water to start the pump.  Bigan, to encourage Yania (an operator of another strip mine) to jump in for that purpose, started taunting him. 
Despite his initial reluctance, Yania did eventually jump in and drowned.  His wife, as the dead man’s survivor, filed a suit against Bigan for wrongful death.  She, in court, emphasized Bigan’s taunting.  Yet, the trial court found in favor of the defendant and, upon appeal, the Pennsylvania Supreme Court upheld that finding.[1]
This case provides two useful bits of conceptual information.  Beyond providing an example of nonfeasance, it helps define the boundary between nonfeasance and misfeasance.  This does not mean a student need agree with the decision.  Like any case, the student can question not only how the court treated Yania’s widow, but how it treats anyone faced with a harm “caused” by what others say. 
In this case, the judge, Justice Benjamin R. Jones, held that Yania was a reasonable and prudent adult who could readily see and understand the dangers, but chose to jump in the water.  The taunting did not undo those factors nor place responsibility – negligence – on the shoulders of Bigan.  And, in analyzing this case, a teacher can point out that while someone might hold an emotional bias for the widow, the judges, that had any such emotions, kept them in check.  Having pointed that out, though, a student could still see the judgement as flawed.
Beyond the taunting, did Bigan have a duty to jump in himself and try to save the drowning man?  Here, again, the court ruled that he did not have such a duty.  Perhaps he had a moral duty, but not a legal one.  So, one can see, at least as this court ruled, the term “stranger”[2] is broad.  And it might not extend if Yania was a child or an infirmed person, but he was not; he was a “prudent” adult.
And so, the law draws a line between what is good from what is legal; but why?  Again, as with the question over the shift from strict liability and negligence, there is more than one explanation.  This chapter has already claimed that this aspect of tort law challenges the federalist values that define what the nation’s constitution establishes; i.e., a citizenry that does not include citizens who are antagonistically arranged – or, at least, indifferently arranged – in their social interactions.  A federated citizen is expected to aid or help fellow citizens.
Before reviewing any explanation for a judicial bias that seems to counter the ideal of a federated citizenry, a federal value needs to be understood.  That value is constitutional integrity or federal liberty.  This book has offered the following definition:  liberty is the freedom to do what one should do, not what one wants to do.  This emanates from the writings of John Winthrop all the way back to this nation’s colonial days. 
Again, it needs to be emphasized, this is ideal language, the espoused values of American generations from those of colonial days to the days after World War II.  But the common law that has led to this “un-federalist” bias predates that war and actually stretches back to British law.  Consequently, this apparent institutionalized divergence should be addressed.  Therefore, with that historical inconsistency noted, a review of a strain of explanations is in order. 
One account relies on a natural rights argument.  It states that liberty – a la natural rights values – means that a person simply has the liberty to ignore the cries of a flailing baby or stricken old man on some church steps.  That sense of liberty is silent in terms of what should be done in these types of situations – that’s up to the individual.  This view repeats the notion:  one has a right to wave his/her hands up to where someone else’s nose begins.  While this view has a good deal of support in the legal profession, there are other views.
A second explanation in this line of thinking can be stated as the concern:  if one places a legal obligation on one citizen to aid another (or at least not encourage dangerous behavior), where do the obligations end?  Can the law demand someone to do something or anything that might be needed by another party? 
For example, does that mean a person needs to bear burdens, such as money expenses, to aid a needy party?  Where does it end?  Providing duty in nonfeasance cases opens “slippery slope” situations or, at least, that is what defenders of the existing standard argue.
That is, a defender of the natural rights perspective might ask:  If such thinking takes hold, can public policy demand everyone to give up income or wealth so that everyone has enough to eat?  Just to be fair:  such thinking lines up with a federalist definition of equality – what can be called regulated equality or regulated condition.  But that value is not as stark as natural right advocates claim. 
Federalist values gauge such policy relative to a slew of factors including the wealth of a nation.  In terms of the US, the aim, to eliminate hunger, for example, is well within the financial means of the nation.  And this debate makes one wonder whether the debates over litigant responsibilities do not really reflect a concern for legal principles or justice but political and/or economic interests.
But that digresses and the concern for an inability to draw a limit on duties is well taken.  But does such a concern trump the demand for citizens to help others when it can be demonstrated that the conditions under question are obvious and serious in terms of another party’s health or some other essential condition?  Here, the question is asked, but not answered.  It is proposed as a question for citizens to consider.  Further, if the answer is yes, the solution will not be provided by common law, but by statutory law.
Then there is an extreme case that possibly demonstrates a serious shortcoming with holding nonfeasance beyond tort law review.  This case does not refer to a court case.  In 1964, in the borough of Queens, 38 normal New York residents heard the cries and saw the stabbing of Kitty Genovese.  None of those witnesses called the police or provided any assistance to Ms. Genovese; she subsequently died. 
Of course, none of those observers were subject to any tort or criminal action.  This case, in its extremity, brings up what many feel is offensive by the common law’s indifference to people in serious need.  Is there a compromise between complete indifference and mandated decrees that insist on affirmative duty to assist those who need help, sometimes to save their lives?
Some states have opted to what might be considered half-steps; i.e., enacting Good Samaritan laws that mostly protect “helpers” from liability when their efforts fail or cause further harm.  Other efforts include imposing small fines on those who fail to help someone in jeopardy of physical harm.  But there have been no meaningful laws insisting citizens need to help one another.
What if someone begins to help, but then changes his/her mind?  Does that pose a duty?  Next posting will look at these questions by looking at the 1930 case, Erie Railroad v. Stewart.



[1] Edward K. Cheng, “Torts,” Law School for Everyone – a transcript book (Chantilly, VA:  The Teaching Company/The Great Courses, 2017), 230-445.

[2] “Yania v. Bigan,” Case Briefs, Yania v. Bigan, 397 Pa. 316, 155 A. 2d 343, 1959 Pa. Lexis 457 (Pa. 1959), n. d., accessed September 26, 2018, https://www.casebriefs.com/blog/law/evidence/evidence-keyed-to-waltz/nonfeasance/yania-v-bigan/ .

[3] Referring to the legal tort standard:  “no duty to a stranger.”

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