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REBECCA FAERBER.CHRENCIK &
PAULA MCKAIN TOOMEY
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
PLAINTIFFS
\'.
NO. 1997-1288
JURY TRIAL DEMANDED
ROYAL CARRlBEAN CRUISES L TO.
DEFENDANT
NOTICE
YOU HAVE BEEN SUED IN COURT. If you wish to defend against the claims set forth in the fonowing
pages. you must take action within twenty (20) days after this Complaint and Notice are served, by entering
a written appearance personally or by sttomey and filing in writing with the Court your defenses or
ol!jections to the claims set forth against you. You are warned that if you fail to do so the case may proceed
without you and ajudgment may be entered against you by the Court without further notice for any money
claimed in the Complaint or for any other claim or relief requested by the Plaintiff. You may lose money or
property or other rights important to you.
YOU SHOULD TAKE TInS PAPER TO YOUR LAWYER AT ONCE. IF YOU DO NOT HAVE A LAWYER
OR CA."iNOT AFFORD ONE. GO TO OR TELEPHONE THE OFFICE SET FORTH BELOW TO FIND
OUT WHERE YOU CAN GET LEGAL HELP.
COURT ADMINISTRATOR OF CUMBERLA1'ID COUN1Y
THIRD FLOOR. CUMBERLA."iD COUNTY COURTHOUSE
1 Courthouse Square
Carlisle. PA 17013
717-697-0371
NOTICIA
Le ban demsndado a usted en Ia corte. Si usted quiere defenderse de estas demsndas expuestas en
!as paginas sigtlientes, usted tiene viente (20) dias de plazo aI partir de Ia fecha de Ia demanda y Ia
notAdciurL Usted debe presentar una apariencia escrita 0 en persona 0 par abogado y arcllivar en Ia corte
en forma escrita sua defensas 0 $US objeciones a !as demandas en contra de au persona. See avisado que si
usted no se deflellde. Ia corte tomara medidas y puede entrar una orden contra lISted sin previa eviso 0
notiftcaclon y par cua1quier queja 0 aIivio que es pedido en Ia peticion de demsnda. Usted puede perder
dinero 0 sua propiedades 0 otros dereehoe importantes para usted,
IJ..EVE ESTA DEMA1..'DA A UN ABOGADO INMEDIATAME.V\'E. 51 NO TIENE ABOGADO 0
SI NO 11ENE EL DINERO 5UFICIE.''TE DE P AGAR TAL SERVICIO. VA Y A EN PERSONA 0 lJ.AME
POR TELEFONO A LA OFICINA CL'YA DIRECCION SE ENCUE.''TRA ABAJO PARA AVERlGUAR
DONDE SE PUEDE CONSEGUIR ASISTENCIA LEGAL.
COURT ADMINISTRATOR OF CUMBERLAND COUN1Y
nURD FLOOR. CUMBERLAND COU!-.'TY COURTHOUSE
1 ~Sq\llln
C.arlisho. PA 17013
11 H1lJ7-0371
REBECCA FAERBER-CHRENCIK &
PAULA MCKAIN TOOMEY
IN TIlE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYL VANIA
PLAINTIFFS
\'.
NO. 1997-1288
JURY TRIAL DEMANDED
ROYAL CARRIBEAN CRUISES L TO.
DEFENDANT
CIVIL ACfION-LA W
AMENDED COMPLAINT
1. The Plaintiffs are adult individuals with:
a. Rebecca Faeber-Chrencik with an address at 457
Country Club Drive, Camp Hill, PA 17011.
b. Paula McKain Toomey is an adult individual with
an address of BBB Millersville Road, Lancaster, PA
17603.
2. The Defendant is a Florida Corporation regularly doing
business in Pennsylvania with a principal place of
business 1050 Carribean Way, Miami, FL 33132.
3. Venue is proper because one of the Plaintiffs resides in
Cumberland County.
4. Jurisdiction is proper under 42 PS ~5322 because the
Defendant solicited clients and transacted business for
the purpose of pecuniary gain in Pennsylvania and also in
Cumberland County.
5. The Plaintiffs are podiatrists, who contracted with the
Defendant through the Bannockburn Travel Agency to take
a cruise en the Splendeur of the Seas on or about
February 22, 1997 for the purpose of participation in a
continuing medical education course and cruise around the
islands in Carribean surrounding St. Maarten.
6. The Splendcur of the Seas was owned by the Defendant and
at all times relevant hereto, rne~~ers of her crew, the
ship's doctor, and captain. ,"'ere agents. servants, or
employees. under the :1\ reet nmtrQl of the Defendant.
7. The Plaintiffs flew to Florida on Sunday, February 22,
1997 to board the Splendour of the Seas, and shared a
luxury cabin together.
8. On Tuesday February 24, 1997, Ms. McKain-Toomey
discovered some minor, vaginal spotting and telephoned
her husband, a physician, who, after listening to his
wife's symptoms, determined that she had had a
miscarriage.
9. Her husband indicated that there was no medical emergency
and that she should relax, enjoy herself and continue her
vacation.
10. As a precaution, he indicated that she should inform the
ship's doctor of what had occured.
11. When the Plaintiffs went to the ship's doctor, he
declared immediately a medical emergency, without
bothering to examine Ms. McKain-Toomey beyond taking her
pulse and blood pressure, which were normal.
12. ~he Plaintiffs were informed that a blood transfusion was
possibly needed and despite the fact there was minimal
bleeding, they would be removed from the Splendour of the
Seas.
13. Despite verbal protests from the Plaintiffs that this was
unnecessary, both women were forcibly evicted from their
cabin.
14. The women were informed they would be transferred to a
boat offshore containing medical personnel and taken to
CUracao to treat Ms. McKain-Toomey's non-existent medical
emergency.
15. In fact, they were transferred to a tugboat at
niqhttime, which had no medical facilities, no medical
personnel, and whose crew spoke no English.
16. The two women were premised that a ship's agent would
attend them throulhcu~ theIr stay on Curacao, but nothing
of the sort occurred.
17. Despite the promise of medical treatment, no medical
treatment was ever given to Ms. McKain-Toomey, although
the hopsital on Curacao took a "deposit" of $2000.
lB. After being medically discharged, Ms. McKain-Toomey and
the Plaintiff boarded a plane to St Maarten's, where a
"luxury hotel room" awaited them until the Splendour of
the Seas docked on Thursday, February 26, 1997.
19. The "luxury hotel room" was infested by vermin, dirty,
and small.
20. When the two women were permitted to reboard the
Splendour of the Seas on February 26, 1997, they were
locked out of her cabin, had no place to stay, and the
Plaintiff missed the educational lectures, which was the
original purpose of the trip.
21. As a result of the acts of the Defendants and its agents,
servants, or employees, the Plaintiff suffered pecuniary
damage, harassment, humiliation, and unlawful restraint.
COUNT I--BREACH OF CONTRACT(FAEBER-CHRENCIK)
22. All preceding paragraphs are incorporated as if
incorporated herein.
23. The Plaintiff, Faeber-Chrencik, and the Defendant entered
into a contract for services, a partial copy is attached
as Exhibit A to the original complaint.
24. The acts described herein by the Defendant constitute a
breach of that contract.
25. As a result of that breach of contract the Plaintiff
suffered injury:
a. A complete loss of value of the trip.
b. Additional costs and expenseS once she was forcibly
removed from the Splendour of the Seas.
c. Consequential damages to her medical practice.
WHEREFORE, the Plaintiff demands judgment in an amount not to
exceed $35,000.
COUNT II--FALSE IMPRISONMENT (FAEBER-CHRENCIK)
27. All preceding paragraphs are incorporated as if
incorporated herein.
28. The Defendant, its agents, servants, and employees,
intentionally, forcibly, and unlawfully restrained th~
Plaintiff, Faeber-Chrencik, against her will, when they
were without reason to do so.
29. As a result of that breach of contract the Plaintiffs
suffered injury:
a. A complete loss of value of the trip.
b. Additional costs and expenses once she was forcibly
removed from the Splendour of the Seas.
c. Consequential damages to her medical practice.
d. Embarrassment.
e. Humiliation.
WHEREFORE, the Plaintiff demands judgment in an amount
not to exceed $35,000.
COUNT III--NECLlGENCE (FAEBER-CHRJ:NCIlC)
30. All preceding paragraphs are incorporated as if
incorporated herein.
31. The Defendant is in the business of providing
entertairunent to its passengers and owes a duty of
reasonable to its passengers for their protection and
safety.
32. The Defendant breached that duty in the acts described
herein.
33. As a result of that breach of contract the Plaintiff.
Faeber Chrencik. suffered injury:
a. A complete 1055 of value of the trip.
b. Additional costs and expenses once she was forCibly
removed from the Splendour of the Seas.
c. Consequential damages to her medical prilcticll.
d. Embarrassment.
e. Humiliation.
WHEREFORE, the Plaintiff demands judgment in an amount
not to exceed $35,000.
COUNT IV--BREACH OF CONTRACT (MCKAIN-TOOHEY)
23. All preceding paragraphs are incorporated as if
incorporated herein.
24. The Plaintiff, McKain-Toomey, and the Defendant entered
into a contract for entertainmNlt services, a partial
copy is attached hereto as Exhiblt A.
25. The acts described herein by the Defendant constitute a
breach of that contract.
26. As a result of that breach of contract the Plaintiff,
McKain Toomey, suffered injury:
f. A complete loss of value of the trip.
g. Additional costs ami expense$ "nee she was forcibly
removed from the Splendl.'\lf of the Seas.
h. Consequential diimaqes to her medical practice.
WHEREFORE, the Plaintiff demand~ }ll<iqment HI /In amount not to
exceed $35,000.
COONT V--FALSE IMPRISOMCl'IT (MCKAIN-TOOHI1l
27. All precedinq paraqraphll ar.. ItV'orporated as if
incorporated herelll.
28. The Defendant. liS iHI'mtt;. s..rviH\lll. and employees,
intentionally. flHCllly, ilH.j unlawful ty Tl!iHrained the
Plaintiff. McKaln"T.",,,,,,y, _\i,l.l\tf'st hl!r will. when they
were with()~Jt r~~~c:tl t();Ji 5-<;~
29. As 3 fl!lult nr tn.t br.a~h of nlntr.ct thi! Plaintiff.
McKain T'('E.\tT.,..~'1l. ~',jff"~'lt"d '~fl1~Jlft
4.
A u:'ltpl€t!'
:1,:5 c,.,'! \',\ j ,,~~ t t t~~~ t t' 1 p.
removed from the Splendour of the Seas.
c. Consequential damages to her medical practice.
d. Embarrassment.
e. Humiliation.
WHEREFORE, the Plaintiff demands judgment in an amount
not to exceed $35,000.
COUNT VI--NEGLIGENCE (MCKAIN-TOOHEY)
30. All preceding paragraphs are incorporated as if
incorporated herein.
31. The Defendant is in the business of providing
entertainment to its passengers and owes a duty of
reasonable to its passengers for their protection and
safety.
32. The Defendant breached that duty in the acts described
herein.
33. As a result of that breach of contract the Plaintiff,
McKain-Toomey, suffered injury:
a. A complete loss of value of the trip.
b. Additional costs and expenses once she was forcibly
removed from the Splendour of the Seas.
c. Consequential damages to her medical practice.
d. Embarrassment.
e. Humiliation.
WHEREFORE, the Plaintiff demands judgment in an amount not to
exceed $35,000.
RESPECTFULLY SUBMITTED,
.. ~
. { ~ J \..------
Shawn A. o%arth tsquire
Attorney At Law
12Q South Street
Harrisburg, PA lil01
.11"-=3~-4227
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REBECCA FAERBER-CHRENCIK
& PAULA MCKAIN TOOMEY
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
PLAINTIFFS
v.
NO. 1997-4288
ROY AL CARRIBEAN CRUISES LTD.
DEFENDANT
JURY TRIAL DEMANDED
BRIEF IN OPPOSITION TO TilE DEFENDANT'S
MOTION FOR SUMMARY JUDGEMENT
I. FACTS
This controversy arises from injuries sustained between two Pennsylvania residents, one of
whom is a Cumberland County resident, while ashore and onboard one of the Defendant's cruise
ships in February 1997. The purpose of this trip by both these professional women was continuing
medical education credits with other doctors.
On February 22, 1997. Paula McKain-Toomey was pregnant and suffered a miscarriage in
her stateroom onboard the Defendant's ship Splendour of the Seas. She contacted her physician
Iwsband. who indicated that there was no medical emergency. but that as a precaution. she should
mention the miscarriage to the ship's doctor. Accompanied by Plaintiff Faerber-Chrena'k, the two
women went to the infirmary. they were ordered off the the ship by the ship's doctor. When they
protested, the doctor declared a medical emergency and ordered them ashore. Where the ship's
doctor promised a boat with medical facilities to take them ashore., the two women and their luggage
were transferred to a tiny tug boat without any medical personnel or facilities, pitchil18 at night in a
hea~ sea. piloted by men who spoke no English. When they arrived on shore.. they were supposed
to be met by the shippins1ine's agent, they weren'.. When they were taken to the hospital, they were
shaken down for $2000 before medical treatment was offered to them When no medical treatment
was Jiven or needed to be mldefed, their money was !lOt mbnded When the local agent arrived.,
he promitod them a clean room on the IIC'tt isIand fur them to rest When they arm-cd. the room was
fiUed .ith \~ Mer this ordftlthey met up \tit" the SpIendoor of the Sets, hours befOre the
trip YoU to C!Ild. only to ~ their room tacrvllD\ hid been canc:dled and thty cautd not hdy
came and 10
A complaint was filed in August 1997 originally with only Faerber-Chrencik as Plaintiff.
These preliminary objections are to the amended complaint filed on August 21, 1997, which added
Paula McKain-Toomey, as a Plaintiff. The Preliminary Objections to the Amended Complaint were
based on paragraph of an unsilllled fonn contract, which at paragraph six contains a forum selection
clause:
6. IT IS AGREED BY AND BElWEEN PASSENGER AND
CARRRIER mAT ALL DISPUTES AND MAnERS
WHA TSOEVERARISING UNDER. IN CONNECTIONS WITH
OR INCIDENT TO TillS CONTRACT SHALL BE
LITIGATED, IF AT ALL, IN AND BEFORE A COURT
LOCATED IN MIAMI, FLORIDA, U.S.A. TO mE
EXCLUSION OF THE COURTS OF ANY OTHER STATE.
TERRITORY, OR COUNTRY.
After oral arguments on December 10. 1997. this Court denied the Preliminary Objections in
connection with paragraph 6 beclllw the Plaintiffs did not have notice of the previously cited
contract provision.
Thereafter, depositions of both Plaintiffs were conducted, which established that Plaintiff
Faerber, which established the following :
I. Both Plaintiffs purchased their tickets through a travel agent who did not forward the
tickets until the day before they \eft on the trip. at which time they had committed they had no choice
to negotiate or question. NT.28.)O
2. Both tickets were in the possasion ofPlaintitTF aerber throughout the journey and Plaintiff
Toomey had never seen her ticket. N.T..J7.lI.
J, Plaintiff Faerber only noticed the provisions cited by the Defendants liter her odyssey with
the Defendant liter the trip.
It ISSUE
WHETHER mE FORUM SELECTION AT PARAGRAPH 6 DEPRIVES
PENNSYLV ANtA COURTS Of JUltISDK'TION IN T.,1I5 MA 1TEIl
1
III. ARGUMENT
THE PLAINTIFFS DID NOT HAVE NOTICE OF THE FORUM SELECTION CLAUSE
PRIOR TO PURCHASING THEIR TICKETS AND THUS, UNDER THIS COURT'S JANUARY
IS, 1998 RULING, THE FORUM SELECTION CLAUSE IS UNENFORCEABLE.
Preliminarily. we note that under Pa.R.C.P. 1035.2 (2), a summary judgement motion is to
be granted:
"if, after the completion of discovet)' relevant to the motion, including
the production of experts reports, an adverse party who will bear the
burden of proof at trial has failed to produce evidence of facts
essential to the cause of action or defense which in a jury trial would
require the issues to be submitted.>>
As the Defendant concedes this Motion For Summary Judgement is a renewal of the
Preliminary Objections, this resolution of this Motion for Summary Judgement turns on the specific
reason why those Objections were denied. As the court put it in the text ofits
AND NOW, this 15. day of January 1998, it appearing that
the plaintiffs have not conceded the question whether they had
sufficient notice of the forum clause before entering into the contract
for a auise. unlike the situation presented in Caraival Cra.1e Una
v. Shute, 499 V.s. sas. 113 L.Ed. 611. III Supmne Ct. 1512
(1991) and it being othawise not clear that the defendant is entitled
to relief, the preliminary objections of Royal Cam'bean Cruises Ltd.
are DENIED
BY THE COURT:
'" Kevin A. Hess, J,
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n..s. notice to the Plaintiff.Mor to enterina into the contract remains the essential fact
outlined by the Court upon which the Defendant is barred &om a dismissal or the case or transfer to
Florida'
The cited ~bon pages daIrty establish that the Plaintift's did not have notice orthe fonnn
'..O~. since we are bc)oCId one year from the date the CIIdC or action vote. if'this
ma lei ittelf IIllI eaIbn:a the choice or fonnn dau.. it wilt efl<<tiYe!y .hnisl the AftltllChd
CompIaiat becane the Plailltift'rekd 011 the Court's action wflidI ~lIIitted the case 10 10
l\1I want ill ~\iS)"'anla IIllI brouPt 110 ... m f10ridI
2
Likewise, arguments that passenger tickets are unenforccable as contracts of adhesion arc
swiftly rejectcd under maritime law, Wilkinson v. Carniml Cruise Lines, 1986 A,M.C. 2322
(S.D.Tx. 1985).
In Wille \', Nederlandsch, 96 F.Supp. 485 (D.NJ. 195\), a ticket was considered that limited
liability for any claim to six months afier the claim arose, or, in the case of bodily injury claims, to
one year computed from the day of the injury, That provision is similar in content to the ticket at
issue now since ReeL's ticket limits actions for personal injury or death to one year, and all other
claims. including breach of contract, to six months.
The court in JVitte stated that:
It is now well established that the prO\isions set fOM [above] are
contractual and as such binding upon the parties, ., The rights of the
plaintiff and the duty to him oflhe defendant arise from his status as
a passenger which is established by the contract of carriage of which
the limitation clause is part. The nature of this entire contract
between the parties to this suit is what detennines whether it is one of
admiralty jurisdiction. Obviously, the contract is wholly maritime
and properly of admiralty jurisdiction.
Jd. at 486.
The court noted the supremacy of federal law over any state statute of limitations and went
on to hold that:
Section I 83b, although added in 1935, is an integral part of TitIe 46,
Chapter 8 entitled "Limitation of Vessel Owners' Liability." This
chapter provides a comprehensin body of regulations declaratory of
federal policy with respect to the specinc matters with which they
deal.
The purpose of these provisions was to encourage shipbuilding and
thev should be hber.llly construed in the shinowner's favor...., Read in
this COlItnt. Section 183b is not. as appellant argues, an isoIatCl1
enacnncnt whose negahve language should be namlwly constroN.
but is a decLuation ofCon~ssional policy as to lawfUl contractual
tl1DC hmitatlOns anJ one which in the inktnt of ul1lf\ll1l\itv should be
constroed to e:\dude $late statuln of hmitation
lJ. at 48ft (CltatlonS ()mmf'JI tenlf'ham added)
.6.
Two other cases directly on point concerning the forum selection clause are allached hereto.
They are unreponed decisions. In the first. Amador. AI'i1es \'. Royal Caribbean Cmise, No. CIV. 96.
2470 (DRD), 1997 Wl 397741 AT "2 (0. Puerto Rico July 2, 1997). (transferring the case to Florida
due to forum selection clause), the factual issue was again simple and uncomplicated. PlaintilTs
purchased a cruise and were issued a ticket containing a forum selection clause. Citing Shllle. the
District Coun in Puerto Rico ordered that the case be transferred to Florida. likewise, in Morailes v.
Royal Caribbean Cmises. LId., No. 94 C 3762, 1994 Wl 405919 at"3 (N,D. III. July 29,1994),
(transferring the case to Florida due to forum selection clause). plaintilTpassengers in Illinois were
ordered to litigate their dispute pursuant to the forum tenns in the ticket in question.
There are a host of cases enforcing the one )'ear time limitation that also appears in the
RCCl passenger ticket. They are called to the Court's attention because the threshold question in
each of those decisions was also whether the ticket reasonably communicated its tenns. In each. it
was held that it did. If the ticket reasonably communicated the time limitation provision, it cenainly
reasonably communicated every other valid provision in the ticket. including the forum selection
clause. Decisions upholding the Royal Caribbean ticket with respect to the time limitation include
Caprio/a \'. Roya/ Caribbean Cruist's, LId., No. 97 CV 3433.1997 Wl 666287 at"3 (ED.N.Y.
1997); Lomarariall v. Royal Caribbeall Corp.. 951 F.2d 7.12 (lSI Cir. 1991); WilliamH'. Royal
Caribbean Cnlise Une,lne,. Civ. A. No. 90.1010,1990 Wl 284517 al"8 (D.N.J. 1990); Ueb v,
Royal Caribbean Cruise Lillt', 645 F. Supp. 232.234-35 (S.D.N.Y. 1986); Faga" \'. Nonlic PriflCt..
IlIc. allll RO.llJl Caribbean Cnliu's,l.JJ,. ("i\', A. No, 91-5143.1992 Wl361704 at "7.8 (D.N.J.
1992); Berg". RO.llJI Caribbt-an Cruises. LIJ. Civ. A. No. 91-4957,1992 Wl60980J at "6 (D.N.J.
1992\'; each holJina that a time lunit in lhe ti.:ket Nmd p1amtiff's claim and ennting defendant's
motion for summaI')' juJgment.
'C"lf'les of cases not rep.'l1N III F SUN'. are am.:hN
.9.
~ot Reported in F.8upp.
(Cite as: 1997 WL 397741 (D. Puerto Rico))
Milagros AMADOR.A VILES, Plaintiff,
v,
ROYAL CARIBBEAN CRUISE,
DeCendant.
No, CIV, 96-2470 IDRDI,
United States District Court, D. Puerto Rico.
July 2, 1997.
DO:\ID:GUEZ, District Judge,
ORDER
-I Based on the Corum selection clause
contained in the passenger ticket establishing
Miami, Florida as the proper Corum for
disputes, prima Cacie valid under Cederal1aw
pursuant to the case oC Carnival Cruise Line v
. Shute, 499 '(;.S. 585 (1991), as amended by
law, 42 ,(;,S.C,App ~ 183C, the Court
dismissed the above captioned damages
complaint. Plaintiff alleged damages suffered
while a passenger on the cruise ship, Legend
of the Sea, on February 1996. The complaint
avers that the ladder provided by the ship for
use of the top berth oC plaintiffs cabin slipped
while she elUted the top berth causing a
broken ankle. Plaintiff purchased the tickets
in Puerto Rico. The cruise started in Puerto
Rico and was to end in :\te,uco with
subsequent air transportation to Puerto Rico.
Plaintiff filed a timely notice for
reconsideration alleging that "inconvenience
and expense oC prosecution" deprived Plaintiff
of her day in court should the forum clause
pnvail (%Jtion for Reconsideration, Docket
No. 10, p. 2 ~ U Plaintiff further alleged lack
of re1stionship of the :\tiami, Florida forum
because the plaintiff resides in Puerto Rico
and the cruise starts and ends in Puerto Rico
(Docket No. 10, p. 3 ~ 61. The Defendant
opposed the reconsideration (Docket No 11 l.
Plaintiff nquested a hearing (Docket No 121
which was continued be<:ause the defendant
did not receive notice and because the Court
wished to orient the parties u to a ...cent
decision of the District Court of this
junsdiction (Docket No. H!
Page 1
An evidentiary hearing was held late on June
25, 1997. Plaintiff, a widow, was the only
witness to testify. She testified that her only
income is S515 received from Social Security,
S142 from the Army, and S140 from running a
lottery agency. Further, Plaintiff testified to
expenses higher than her income. On cross
examination she admitted to having taken,
after widow status, other cruise vacations in
January 1995 (six days cruise) and a sixteen.
day vacation in South America in December
1996. Plaintiff further admitted that all her
children are over aged and gainfully
employed.
The First Circuit Court has established a two.
prong test in the cases of l.ousarian v. Royal
Caribbean, 951 F2d 7, 8,9 (1st Cir.1990) and
Shankles v. Costa Armatori, 722 F.2d 861 (1st
Cir.1983) in evaluating the legitimacy of
forum selection clauses under the case of
Carnival Cruise Lines, Inc. v, Shute, 495 U,S,
585 (1991). The two.prong test coined as the
"reasonable communicativeness test," is the
following:
First, a court must examine the facial clarity
oC the ticket contract and whether its
language and appearance make the relevant
provisions sufficiently obvious and
undemandab1e, The second prong Cocuses on
'the cirl:umstances of the passenger's
possession and Camiliarity with the ticket,'
id., which involves scrutiny oC 'any extrinsic
factors indicating the passenger's ability to
become meaningfully informed of the
contractual tenns at stake,' id. (Citation
omitted). Given this two.step analysis, it is
obvious that the determination oC
enforceability must be made on a case.by case
basis ... (citing Shankles. 722 F.2d at 864-66)
-2 The first part of the test examines the
Cscia.l clarity oC the clause in the ticket. Thi.
part of the test is easily complied with since
the clause is emphasized by being typed in red
mk in the same t)1le of lettering u all the
remaining dauses typed in black lettering.
The second part of the test (OCUIeS on "the
cU'CUlDStaJ\Ces of the puseneer', po1IlII!Slion
and f.\ltUliarity 'nth the licltet," The licket
was in Plaint1..r. po_uion days beC,," the
cruu;e ~lhered by a Cellow paaseneer. The
COpt' · W<!It 199!; No Cfaun t" Onll I: S G.l,'t Woru
Wf:''ffi.t\W
,
Not Reported in F.Supp.
1995 A.M.C. 348
(Cite as: 1994 WL 405919 (N.D.III.11
John MORAITES, Plaintiff,
v.
ROYAL CARIBBEAN CRUISES. L TD,.
Defendant,
No. 94 C 3762.
United States District Court, :-;,D. lllinois.
Eastern Division.
July 29, 1994.
~1E~IORA.'mUM 01'1::\10:-; A."D ORDER
CASTILLO, District Judge.
-I This action arises out of a personal injury
sustained by plaintiff, John :'Ioraites, while he
was a passenger on one of defendant Royal
Caribbean Cruises Ltd.'s cruise ships.
Defendant has moved to dismiss uruIer Rule
12(bX6). claiming that venue is not proper in
the N orthem District of illinois because the
cruise ticket plaintiff purchased contains a
forom.selection claw<<! requiring that all
disputes arising in connection with the cruise
be litigated in a court in :'liami, Florida,
Specifically, the ticket states:
It is agreed by and between passenger and
carrier that all disputes and matters
whatlOever arising under, in cOMection with
or incident to this contract shall be litigated,
if at all. in and before a court located in
~liami, Florida. U.sA,. to the exclusion of
the courts of any other state, territory or
country. Passenger hereby wains any venue
or other objection that he may have to any
such action or proc:eedin& being brouaht in
any court located in :'liami, Florida,
Defendant &fIIles in the alternative that the
court lIhould transfer this action to the l' nited
States District Court for the Southern District
of Florida pumwlt to 28 US C. I 1406ls1
A. s pneral rule. furum.se1ectwn daUlts an
"prima facie valid and ahauld be enforeed
unleu enfortSment il ahawn by the reSlltlllC
party to be W\l'nl!Gna~.Je IlNMr the
cimlmltancu" :\1S 8f.llIltn \' lapatA Oft'
Shere Co. tlr. US I. 10 1)~-r.1\ Ev.n -hel'1l
the fUNm d.t... esUbl1shl'l It remote forum
Pal:e I
for resolution of conflicts, the resisting party
bears a "heavy burden of proof' of unfairness.
ld. at Ii.
In a case strikingly similar to this case, the
Supreme Court upheld the enforceability of a
forum.selection dause in Carnival Cruise Line
, Inc. v. Shute, 499 U.S. 585 (1991). Like :'lr.
:'loraites, the plaintiff in Shute purchased a
ticket containing a clause selecting Florida as
the forum, was injured on the cruise, and filed
suit against the cruise line in her home state
of Washington alleging negligence. The cruise
line moved to dismiss for improper venue and
the district court granted the motion.
Follo,.;ng reversal by the court of appeals, the
Supreme Court held that the court of appeals
erred in refusing to apply the forom,se1ection
clause. In doing so, the Court rejected the
argument that a non, negotiated forom,
selection clause is per se unenforceable. Id. at
593. Rather, the Court listed several
justifications for permitting the cruise line to
insert a reasonable forum clause in a form
contract, including the cruise line's "special
interest" in limiting the number of fora in
which it potentially could be sued, the
"salutary effect" of dispelling any confusion
about where suits arising from the contract
must be broueht and defended, and increased
benefits to passengers in the form of reduced
fares reflecting the savings that the cruise line
enjoys by limiting the fora in which it may be
sued. Id, at 593,94,
The Court also held that the forom selection
clause did not violate the Limitation of V_I
Owner'1 Liability Act, 46 l' .s.C.App. I 183c
which stales:
-2 It shall be unlawful for the ... owner of al'\1
vessel transporting passengers between ports
of thl' United States or between any IUch port
and a fOl'llign port to insert in any rule.
I'lleulation, contract. or qreement any
pronllon or limitation .., (21 purportina in
IUCh ..ent to lessen, weallen, or avoid the
nght of all)' claimant to a tnal by ttlurt of
COmfl'tlent ;unsdlction on the qu.ltion of
habll1t, fcr Nch lOl!l or lI\lUt')' , or the
me,",," d <Umaps thl'l'1Ir", All fUch
proV\Sl~f\i C!' 11m1Ullons tt'!\t1ll.ned in any
C<>;r · We.t I~:'\o Cl1llo'n 10 On, l: S G..\\t. Watlu
\\1 SHAW
,
:\ot Reported in F.Supp.
(Cite as: 1994 WI. 405919. "2 (N.D.lII.))
such role, regulation, contract, or agreement
are hereby declared to be against public
policy and shall be null and void and of no
effect.
As the Court explained, "the clause states
specifically that actions arising out of the
passage contract shall be brought 'if at all: in
a court 'located in the State of Florida: which,
plainly, is a 'court of competent jurisdiction'
within the meaning of the statute." 1d. at 596.
Plaintiff makes no effort to distinguish Shute.
Rather, plaintiff claims that Shute no longer
accurately reflects the law. Without citing
any authority, he argues that the :\ovember 4,
1992 amendment of 46 U.S.C.App. ~ 183c by
Pub,L. 102,587 changed the law so that ~ 183c
now forbids the use of a forum.se1ection clause
which limits an injured passenger's selection
of judicial forum in any way. The Xovember
1992 amendment substituted the words "any
court" for the word "court." 1.' nder plaintiffs
interpretation. the amendment prohibits the
use of a forum.selection clause at all.
Plaintiffs interpretation is completely
unsupported by the legislative history or the
case law. On the contrary, recent decisions in
this jurisdiction post.dating the ~ovember
1992 amendment indicate that Shute is alive
and well. See. e.g.. Hugel v. Corporation of
Lloyd's, 999 F.2d 206. 210 (7th Cir.1993)
(citing Shute in the context of a discussion
stating that forum stipulation dauses are
prima fscie valid and routinely enfotted
absent a flnding of unreasonableness); crr
Grou~Credit Finance, Inc. T. Lott, Xo. 93 C
548. 1993 WL 157617 (:-I.D.m, ~tay 13, 1993)
(sa.me).
:MoreDver. plaintiffs interpretation is refuted
by the subsequent history of the mtute itself.
On December 20, 1993 Congress amended the
mtute again. _ Pub,L. 103.206, this time to
cha.nge the words "any court" bal:k to "court."
Thus. enn if Conaresa had intended the
:-;'ovember 1992 amendment to have the
coruequences attnbuted to it by plainuff (an
l\!"iUlMnt the court rt}e(l$ \, C oncreu had
chanced its mitld by ~mber 1993
B<<lluse this case is lI'lvernrd by Shute, the
Page 2
court would be justified in dismissing the
action for improper venue. However, rather
than dismissal, the court believes justice
would be better served by transferring the
case to the United States District Court for the
Southern District of Florida under 28 1.'.S.C. ~
1406<a). See, e.g., Benvenuti & Stein, Inc. v.
Computer Software Specialists, lnc,. No. 87 C
2507,1987 WL 12699 (:-;'.0.01. June 12,1987)
(court applied forum.selection clause in
contract and trar.sferred case to Florida
pursuant to 28 1.'.S.C. ~ 14Q6(a)).
"3 Plaintiff has tried to avoid this result by
arguing that Chicago, lllinois is a more
convenient forum in which to conduct this case
than ~1iami, Florida. According to plaintiff.
many of the witnesses reside in llIinois,
plaintiff himself resides in nlinois, and
plaintiff was treated for some of his injuries in
OIinois. Defendant has countered with its own
list of factors favoring transfer: defendant's
corporate office is located in Florida, the
documents relating to the accident are located
in Florida, and the persoMel aboard the
cruise ship at the time of plaintiffs accident
were employed in Florida, The accident itself
occurred in the Pacific Ocean off the coast of
~Iexico,
The Supreme Court weighed many of these
same facton; in Shute and found them
insufficient to override the forum.se1ection
clause. ~trs. Shute resided in Washington. the
defendant cruise line had its principal place of
business in Florida, and the accident occurred
off the coast of ~te:lico. The Court noted that
"Florida is oot a 'remote alien forum: nor-
given the fact that ~trs, Shute's accident
occurred off the coast of Mexico-is this diJpute
an essentially local one iJ1herently more suited
to resolution in the State of W uhington than
In Florida." Id. at 594. Therefore. abient an
alleption thai ~Irs. Shute lacked notice oC the
forum clause, the Court concluded that Mn.
Shute had "not satisfied the 'heavy burden of
proof,' required to set aside the clause on
rrounds ofiN:Onvenoenee" Id. at 595"
The fJft&ent facts compel the same result,
Ptainlilf halO "ul ,were<! th.1 he lacked noUtt
oC the CUI'\lll\ dause or WI he was itld\Ked to
Copr · We'lt 1m So Cla:.m to One t: 5 (10\1 Worb
\\1.s11..\\\'
.
Not Reported in F.Supp.
(Cite as: 1997 WL 666287 (E,D.N.Y.))
Phyllis CAPRlOLA and Anthony
Capriola, Plaintiffs,
v.
ROYAL CARIBBEAN CRUISES. LTD.
Defendant.
No. 97 CV 3433,
United States District Court, E.D. New York,
Sept. 5. 1997.
Peter A. Junge, Esq., Lambos & Junge. New
York, N.Y.
Eric S. Roseb1um. Esq., Law Offices of Eric S.
Rosenblum, Levittown, N.Y.
ME:>.10RANDUM A..'-m ORDER
GLASSER, District J.
S1;'}1MARY
-IOn June 18, 1995, while on a vacation
cruise aboard the :\IN Monarch of the Seas,
Phyllis Caprio1a slipped and fell on a wet floor
and suffered the if\iuries that give rise to this
litigation. On February 18, 1997, she and her
husband, Anthony Capriola, filed this
negligence action against Royal Caribbean
Cruises, Ltd. ("RCCL "J, the ov.-ner and
operator of the Monarch of the Seas. Phy Ilis
Caprio1a seeks recovery for the i!\iuries she
sustained aboard the ship, and Anthony seeks
recovery for 1058 of the society. services. and
cOnllOrtium of his wife, ReCL has moved for
summary iUl!iment on the ground that the
action was commenced after the expiration of
the one-year limitations period contained in
plaintiffs' passenger ticket contract. For the
rusona set forth below, RCeL'. motion II
cranted.
BACKGROUND
The facu art undisputed. Pnor lD boardine
the eMse slup. the Caprio1as were issued
ReeL pane""r ticket bookldS, ..lud\
cons\$ted nf .veral coupons _1UIIori", three
and. one-quamr iftclw. by eictlt _hes. Otf
~ It I State,. , 3 n.. cover p&8'I ef the bookl"t
Page 1
is printed on ivory card stock and bears the
following admonition in navy blue letters:
J:\IPORTA..'n NOTICE
The tan pages of this booklet contain your
cruise ticket contract which limits your
rights. It is important that you carefully read
all the tenns of the contract and retain it for
future reference.
Id, et 1 4,
Among the coupons contained in the booklet
is the RCCL cruise ticket contract. The cruise
ticket contract has a box that measures
approximately one inch by three inches in the
right,hand corner in which the following
notice is printed:
THIS IS YOUR TICKET CONTRACT. IT IS
J:\1PORTA.'IT THAT YOU READ ALL
TER.\IS OF THIS CONTRACT (pp. 1.4).
THIS TICKET IS NOT TRA.~SFERABLE
A.~D IS NOT SUBJECT TO ALTERATION
BY THE PASSEXGER,
Id. at 1 5. Beneath this warning is a space for
the passenger to sign. The signed ticket
(known as the "Lifted Ticket") is removed
from the booklet by RCCL personnel at the
time of boarding and the passenger retains a
duplicate copy,
The back of the Cruise Ticket Contract
retained by the passenger is the passenger
ticket contract. Id. st 1 6. The passenger
ticket contract is printed on rattan patterned
tan eardstock and contains twenty numbered
clauses spread o\'er four pages of the booklet.
In the upper right,hand comer of the
contract's rlnt page the follOwing wamine
appears in navy blue bold letterine:
I:\1PORTA.""T.,PASSEXGERS READ ALL
CLAUSES <PAGE 1,41
The c1allH relevant lD this case. 'j(Bl. IIIdvi..e
nf a one.year contractual limitations period fllr
personal if\iury c1aiJns qainst the carrier. In
contrast to thtt other c1allHs, which .,..
printed in blue. 7\Bl is pnnted in bricht red.
It provides
SO St'rr SHALL BE MAL'\"TAINABLE
AG,ID;ST (' ARRtER OR THE \T.SS!L FOR
_. I'ER..~NAL t.~Jt'RY . . OF PASSE.'\aER
Copr. · ""nt 1998 X" Claun t<\ Orii US {'l.lvt. Works
\\lsrt. \\\'
.
~ot Reported in F.Supp.
(Cite as: 1997 WL 666287,01 (E,D.N.Y,))
UNLESS WRmE~ ;';OTlCE OF THE
CLAL\I, \\1TH FULL PARTICULAHS,
SHALL BE DELIVERED TO THE CARRIER
AT ITS PRINCIPAL OFFICE \\1THIN SIX
(6) MONTHS rnG:\1 THE DAY WHE;';
SUCH PERSO~AL D:JURY
OCCURRED; A.'1D IN ~O EVE;';T SHALL
A.'1Y SUCH SUlT FOR A.'1Y CAUSE
AGAINST CARRIER OR THE VESSEL FOR
PERSO;';AL INJURY BE
MAINTAINABLE UNLESS SUCH SUIT
SHALL BE CO:\L\IE;';CED (FILED) WITHD:
ONE (1) YEAR FRO:\1 THE DAY \\llE;';
THE ... PERSO~AL INJURY OCCURRED
A.."<D PROCESS SERVED ~1THD: THffiTY
(30) DAYS AFTER FILD:G,
NOTWITHSTA.'1DD:G A."Y PROVISION
OF LAW OF A.'1Y STATE OR COCNTRY
TO THE CO:-nRARY.
o2ld. at'7.
D1SCCSSIO;';
I, Summary Judgment Standard
Summary judgment should be granted if "the
pleadings ... and admissions on file ... show
that there is no genuine issue as to any
material fact and that the moving party is
entitled to judgment as a matter of law."
Fed.RCiv.P, 56(c). See Celotex Corp. v.
Catrett, 477 C.S. 317, 322,23, 106 5.Ct. 2548,
91 L.Ed.2d 265 (19961; :\latsushita Electric
Indus. Co. v. Zenith Radio Corp., 475 C.S.
574, 596.97. 106 S.Ct. 1348, 89 L.Ed.2d 538
(19861. In ruling on a summary judgment
motion, a court must "resolve all ambiguities
and draw all reasonable inferences in favor of
the party qaln.st whom judgment is sought ..,
with the burden on the moving party to
demonstrate the sbsence of any material
factual inue genuinely in dillPute " HeymM
v. Commerce and Indu.s, Ins. Co, 52~ F.2d
1317, 1320 (2d Cir,l975l,
n. The Applicable LAw
It is ne.. Mu1ed that a pllS5eflitlr cnUN ticket
is a marttime contn.:t. and the liJrulAtioM
polrWd to be applied in a polnoMl II',/ury action
is C'l""mt'd by fed.mu manturn, 1a...
Vavows v. Kloster Cru:S4! I.td to:;:2 FSullP
979 IE 0 N Y 199.1lcltl1'.c C.umval Cl'Illll<!
Page 2
Lines, Inc. v. Shute, 499 U.S. 585, 111 S.Cl.
1522, 113 L,Ed.2d 622 (1991); :\lilanovich v.
Costa Crodere, S.p.A., 954 F.2d 763
<D.C.Cir,1992); and other cases)).
ill, The One,Year Limitations Period
There are two requirements on a sea carrier's
use of a contractual limitations period. First,
the passenger must be allowed at least one
year from the date of injury to sue. See 46
C.S.C,App. 183(b) [F;:>;ll; Spataro v. Kloster
Cruise Ltd., 894 F.2d 44 (2d Cir,1990).
Second, the ticket must suffiCiently alert the
passenger to the restriction. Id. at 45. The
seminal case in this regard is Silvestri v.
Italia Societa Per Azioni Di N avigazione. 388
F.2d 11 (2d Cir.l968XFriendly, J.), which the
Second Circuit has read to require that sea
carriers "reasonably communicate" any
limitations period to their passengers. See
Spataro, 894 F .2d at 46, "Whether this
standard has been met is a question of law for
the court," Kientzler v. Sun Line Greece
Special Shipping Co.. 779 F.Supp. 342, 346
(S.D:\.Y.1991l.
~1. ~6 L.SC..o.rr 183,b' prOVIdes'
II ,hall be unL1" ful for lhe ... 0"'" of .ny s..,
gc.lt'", \e~sel ... rransronmg pU5~ncen. ,.. to
pro"-lIJe l\y n.de. !;onrni.'1, reguJ~lKm or otherwise I
,hilMer reri",d fl.1r ginnj; rhlUCe of. or rum. cWms
fl.lr ilWr, \l{ Me or budtl), mjury than sit munths. and
fpT the inslln.ulPn i.J( SlUts \1n Sf.K.h ,bUM. lhln one
}-ur. su\:b I ~rtl-td fi.'r trntltUllUn of 5UltS to be
<omru..<I from lhe do) ..hen lhe dtadl or injury
txcurred.
The only iuue here is whether the ticket
issued to the C apriolas nlaIlOl1llbly
communicated the one. year limitations period
to then The court finds that it does. Thi, I,
not a cue of ill] condltion ... camouflapd iJl.
Wliputian print... :that islunnoticesble and
unreadable. " Lisi v. Alitalia. Linee Acree
italiaN'. 253 r Supp. ZJ~, 2~3 iSD S. 'i. 19661.
atrd 370 rZd 5\10; (2d Ctr.1966l, atrd. 390
L" S 455, &\ S('t 1193, 20 L EdZd 27 0968\
The VlU'lcut "&rlUncs "tWine the
i.mpcrt1f'll:e of r\':tdtnc the tiCket &re tlnrl,.
pnnt4!d .snd "!auy "auble :>;othin( o~
them or lunders the ahllty ot the l'PWr to
c~ · w...t 1m :>;0 Cl&m w Or.c l" $ C..;'l W"l'U
m:,11AW
-
:\ot Reported in F.Supp.
1991 A.M,C. 237
(Cite as: 1990 WL 284517 m.N.J.))
Helene and Charles WILLIAMS,
Plaintiffs,
\',
ROYAL CARIBBEAN CRUISE LINE,
INC,. Defendant,
Clv, A. No. 90-1010,
United States District Court, D. New Jersey.
Aug. 14, 1990.
~lichael 0, Kassak. \\1tite and Williams,
Westmont, :\.,1.. for plaintiffs.
G1?orge J. Koelzer, Ober, Kaler, Grimes &
Shriver, John P. Flanagan, Edison, N.J., for
defendant.
OPIXION
COHEN, Senior District Judge:
I. l);TRODCCTlON
-I This negligence action comes before the
court on a motion by deiendant, Royal
Caribbean Cruise Line, Inc., ("Royal
Caribbean"), for summary judgment on all
counts of plaintiffs, Helene & Charles
Williams' ("Williams") complaint. Because the
aftidavita submitted by the parties indicate
that plaintiffs' complaint is time barred.
defendant's motion shall be granted.
n. F ACTC At A..\;D PROCEDCRAL
BACKGROCND
On or about :'Itarch 2. 1988. plaintiffs paid the
sum of $4,690.00 to defendant, Royal
Caribbean, for a ten day cruise aboard the
vesael. Sun Viking. Prior to Ole start of the
cruise. Helene Williams _eh't'd a copy of her
passenger ticket which established the terms
and conditions of the voyage. On the cover
sheet of the ticket, a bold faced clause st3ted:
P:wengers read all clauSt's
Allain. on the rU'$t page c>i the ti<bt. thIS
time in bold f.1C1!d, capital leu"n. paSllI!ngers
_n! informH that
Page 1
THIS IS YOCR CONTRACT. IT IS
I:\lPORTA.,\;T TIIAT YOU READ ALL
TER:\IS m' THIS CONTRACT. PAGES I, 2,
& 3 NON.TRANSFERABLE. ALTERATIONS
VOID TICKET.
Finally, paragraph seven of the ticket
contract states in smaller, but nevertheless
bold faced capital letters:
NO SCIT SIIAl.L BE :'IJAD;TAD:ABLE
AGAL\;ST TIlE CARRIER OR VESSEL
UPON ASY CLAI:\I IX CO:\XECTION
WITH THIS TRA.,\;SPORTATION OR
CONTRACT RELATIXG TO BAGGAGE OR
A..\;Y PROPERTY C:\LESS WRITfE:\
NOTICE OF THE CLA[\!, WITH FCLL
PARTlCCLARS SHALL BE DELIVERED TO
THE CARRIER OR ITS AGE:\T AT ITS
OFFICE AT THE PORT OF SAILIXG OR AT
THE PORT OF TER.'IISATlO:\ \\1THIX
THmTY (30l DAYS AFTER TER.'IISATION
OF THE VOYAGE TO WHICH THIS
CONTRACT RELATES: A..\;D L\; NO
EVE:\T SHALL ASY SL"IT FOR A."Y
CAt:SE AG.\D;Sf THE CARRIER OR
VESSEL "1TH RESPECT TO BAGGAGE OR
PROPERTY BE :'IJAD;TAIXABLE t::\LESS
St:IT SHALL BE CmI:\IE:\CED \\1THIX
ONE (!) YEAR AFTER THE TER.'1L\;ATION
OF TIlE VOYAGE. NO St:IT SHALL BE
~L\INTAL'\ED AGAl:\ST THE CARRIER OR
\"E--<:SEL FOR DEL\\'. DETE:\TlON,
PERSONAL L\;Jl:RY, ILLNESS OR DEATH
ot" THE P:\.."SE:\GER t:NLE..."S WRITfEN
NOTICE OF THE CLADI \..1TH FCLL
PARTICt:LARS BE DELrVERED TO THE
CARRIER OR ITS AGE:\T AT ITS OFFICE
AT THE PORT OF SAll.IXG OR AT THE
PORT OF TER.'IL'\ATION \\1TUl); SIX (61
~IO"-"THS FRO~I THE DAY WHEN St:CH
DELAY. DETE"-"TION, PERSONAL
IXJl.'RY. ILL'\ESS, OR DEATH OF THE
PA5SE:\GER OCCl'RRED: A.'\D IX NO
EVENT SHALL A.'\Y st:rr FOR A.."Y
CAl'SE AGAL'\ST THE CARRIER OR
VESSEL WITH RE..';;PECT TO DELAY.
DETENTION. PER."l)NAL l"Jl.'RY,
IUSES,';; OR DEATlI DE :'.l\L'\"TAI;.iABLE.
l::\lE..'S snr SIL\Ll aE co:>.t\lESCED
\\1THIX o;\r \1' YEAR FRO:'.l TUE DAY
("pi' t W.<t 1 ~ :,\" ClaUf\ 1<, {~ L:i (j,,,t W,oru
WESTI ..\W
,
:\'ot Reported in F.Supp.
(Cite as: 1990 WL 28451;. "I (D,N.J.))
\\1IE:-; THE DELA Y, DETE:\'T10:\',
PERSO:-<AL INJURY, ILLNESS OR DEATH
OF THE PASSENGER OCCURRED,
NOT\VITHSTA.'oWlNG A..'iY PROVLSIO:-< OF
A.."Y STATE OR COUNTRY TO TIlE
CONTRARY.
On "'larch 6, 1988. while aboard the cruise,
Helene Williams slipped and fell aboard the
Sun Viking allegedly as a result of the
presence of oil on the deck of the ship. Mrs.
Williams alleges in her complaint that as a
result of defendant's negligence, she suffered
severe and disabling injuries. Subsequent to
sustaining these injuries, Helene Williams
was treated aboard the ship, and immediately
thereafter informed representatives of her
intention to file a claim. Shortly thereafter,
she spoke with Deborah Higginbotham, a
representative of Royal Caribbean. who
allegedly informed her that "Royal Caribbean
would take care of all [her] injuries and would
quickly settle [her] claim. She did not
mention anything about filing suit within one
year." Williams Affidavit at p. 5. ~1rs.
Williams avers to the following, additional
relevant facts in her affida\'it:
"2 (61 Soon after returning from the cruise, I
spoke to Anthony Picciurro of Southern
~Iarine Claims Service regarding my claim,
Mr. Picciurro told me 1 should not get a
lawyer and assured me that Royal Canbbean
would settle my claim quickly. In addition.
Mr. Picciurro promised that Royal Caribbean
,,'ould pay all my medical bills. At that time
~fr. Picciurro also offered $4,000.00 in full
settlement of my claim, I rejected this
settlement offer.
(j) At various times during the fi"t ~'ear after
my injury, Mr. Picciurro intentionally
discouraged me from filing suit and insisted
that I should wait until after all my medic31
treatment had been concluded before I filed
suit.
IS'The commenu mad.t hy :\b HiCltinootham
and:\1r. f'lCCIUlT'O "'"re l!'ltentiona1ly ~1ve
and W"re made for tM ~~$ "f del*J11\I
the iNtttutwn cf Sillt B~ an the!le
cot'T\nWnU I "'as lord to ...h.,,,, tMt R.,yal
Page 2
Caribbean was accepting responsibility for my
injuries and would pay my claim. In addition,
1 was led to believe that 1 should wait until
after my treatment was complete to file suit.
(9) On :o.larch 1, 1990, 1 filed a lawsuit in the
United States District Court for the District of
New Jersey due to the fact that my claim had
not been settled.
(10l At no time prior to the filing of the
complaint on March I, 1990 was I aware that
it would be necessary to file suit within one
year of injury,
(11) At all times prior to the filing of the
lawsuit, I was under the impression that the
defendant would settle my claim and would
pay my medical bills.
(12) Prior to the e:o.lliration of the one year
suit limitation. I provided "'fr. Picciurro with
copies of all my medical bills and other
documentation supporting my claim.
(131 I received a copy of the ticket for the
cruise which has been attached as Exhibit A to
defendant's motion for summary judgment in
the mail. At no time did Royal Caribbean
inform me that any suit for damages would
have to be filed within one year.
(141 After reviewing the ticket for my cruise, I
was not aware that any lawsuits had to be
instituted within one year.
(15) When I reviewed the one year luit
limitation provision contained in the ticket, I
did not understand it. In fact, I waa under the
impression that it would apply only to the
extent that it waa not inconsistent with New
Je,.y state la....
Despite the alleged statements made by
defendant's qents, by at least October 27th,
1985, plaintiff "'tained the fmn of White and
\\'ilhams to handle her pe"",na1 injury daim.
In an October 27. 19!!c!l letter from ~cllAel 0,
K.-k, Esquin<. of Wlute and Williama, to
Anwll1 PiwUl"rn of &,ut.'Iern ~arine Claim.
Slrnlce.1w statu
r"F · W".t l\hl!i. ",' n.wn \{j Onil' t: S ('"wt \\,,,,,1<8
\\1..:,lL\W
,
~ot Reported in F.Supp.
(Cite as: 1990 WL 284517, '2 <D.N.J.))
Please be advised that I have been retained to
represent Helene Williams with respect to lU1
accident occurring on ~Iarch 13, 1988 on the
Sun Viking cruise. Helene has already
submitted a number of medical bills and we
will be submitting further documentation as
times de,'elops (sic). Please feel free to contact
me regarding this case.
Suit was instituted in the United States
District Court for the District of New Jersey
on March 1, 1990 over 1 year and 11 months
from the date of the accident. Subsequently
on April 17, 1990, an amended complaint was
filed. On July 10, 1990, defendant, Royal
Caribbean filed the instant motion for
summlUj' judgment on all counts of plaintiffs'
complaint. According to defendant, the action
was not commenced within the one year
limitation period set forth in paragraph seven
of the voyage ticket and consequently, the
claim should be treated as time bUTed,
II. DLSCt:SSIO~
A. SummlUj' Judgment
"3 The standard for granting swnmlUj'
judgment is a stringent one. A court may
grant SU1Tl1nlUj' judgment only when the
materials of record "show that there is no
genuine issue as to any material fact and that
the moving party is entitled to judgment as a
matter oflaw." Fed.R.Ci..P.56icl; see Hersh
v. Allen Prods. Co., 789 F,2d 230, 232 (3d
Cir.l986); Lang v. New York Life Ins, Co..
721 F.2d 118, 119 (3d Cir.1983l. In deciding
whether there is a disputed issue of material
fact the court must determine all doubt in
favor of the non,mo,ing party. Meyer v,
Rieeel Prods, Corp., 720 F.2d 303. 307 n. 2 (3d
Cir.l9831, cert. denied, 465 U.S, 1091 0984\;
Smith v. Pittsburgh Gage & Supply Co., 464
F.2d 870. 874 (3d Cir.I9721. The threshold
inquiry is whether there are any "genuine
factual iuues that properly can be resoh-ed
only by . finder of fact because they may
realOnably be re1lO1ved in favor of either
party. Andenon v. Uberty Lobby. Inc. 477
t:.S 24:1, 250(\9861
Recent Supnome Court decisiON tna.Itlbte
thaI a "mouQ/\ f{lt' SU1llmlU7 Judil'ln"nt mUllt be
Page 3
granted unless the party opposing the motion
can produce evidence which, when considered
in light of that party's burden of proof at trial,
could be the basis for a jury finding in that
party's favor." J.E. ~Iamiye & Sons, Inc., v.
Fidelity Bank, 813 F.2d 610, 618 (3d Cir.19871
(Becker, J., concurring) (citing Anderson, 477
U.S. 242 and Celotex Corp, v. Catrett, 477
U.S. 317 (1986)). :\Ioreover, once the moving
party has carried its burden of establishing
the absence of genuine issues of material fact,
"its opponent must do more than simply show
that there is some metaphysical doubt as to
material facts." Matsushita Elec. Indus. Co. v.
Zenith Radio Corp., 475 IJ.S. 574, 586 (1986).
Thus, if the non. movant's evidence is merely
"colorable" or is "not significantly probative,"
the court must grant summlUj' judgment.
Anderson, 4771J.S. at 249,50.
B. Limitation on Ticket
46 IJ.S,C, I 183lbXa) provides:
lilt shall be unlawful for the manager, agent
master or owner of any seagoing vessel...
transporting passengers or merchandise or
property from or between ports of the IJnited
Slates and foreign ports to provide by rule,
contract, regulation, or otherwise a shorter
period for giving notice of, or filing claims for
loss of life or bodily i~ury, than six months,
and for institution of suits on such claims than
one year, such period for institution of suits to
be computed from the day the death or i~ury
ocrorred,
Clauses such as in i!SUC in the present case,
and which are specifically authorized by the
aforemenlioned federal statute, have been
addressed by the courts as far back 85 .
century ago in The :\fajeslic, 166 U.S, 375
(1897\ and mcst recently by the Third Circuit
in Morek v. ~torpon Two, Inc., 817 F.2d 242
13d Cir.I987)
In :'Iorek. the Third Circuit affinned .
district cow"!" order .. hkh iTanted summary
judcnent to a crui!;e lhip due to plaintiff,
fitilun! to Institute swt w.tlun the t1m.
~bed an the ~ng\'r lidlet, In that
CMl!. pwntJil' mstalned plnon.al il\juries
COpt' · Wnt 1m ~o ClAIm to On, l'S (;'w\ Woru
\\1:",11.\\\'
,
Not Reported in F.Supp.
(Cite as: 1990 WL 284517, .3 <D.N.J,))
while aboard a vessel but did not institute suit
until over one year had passed. The district
court granted swnmary judgment and
concluded both that the contractual limitation
of liability was valid and that it was
reasonably communicative. Marek, 817 F.2d
at 244.45,
.4 In affuming the district court, Chief Judge
Higginbotham recognized that in such cases,
the most relevant issue is not whether the
time limitations are permissible. but rather,
whether the time limitations for suit are
"reasonably communicative". Id. at 2~5. In
resolving such issues, Chief Judge
Higginbotham set forth the following
reasoning:
[tlhis determination, in turn, is best
understood as a pair of distinct legal
examinations. One focal point is the adequacy
of so-called "warning language" often found on
the front cover of a cruise ticket. directing a
passenger to read the particular terms inside
the ticket, The other focal point is the ticket
terms themselves, and concerns such physical
characteristics as the location of the terms
within the ticket. the size of the typeface in
which they are printed. and the simplicity of
the language they employ. The question is
thus whether, "taken together, the various
notices and provisions of this cruise ticket
contract" suffice legally to gi ve effect to the
time limit it contains (citation omitted).
. ".
The seminal opinion in this field, as in so
many others, is one authored by Judge Her.ry
Friendly. In Silvestri v. ltalia Societa Per
MolIi Di Navipzione, 388 F2d 11 (2d
Cir.I968). Judie Friendly concluded that "the
thread that runs implicitly thrcU(h the cases
rustaininl (such cruise ticket time 1imitationsl
is that the steamship has done all it
reasonably could to warn thl! puse.r that
the terms of contract alfectinc his 1epl
ncl\ts." Id. at 17. As lhe district court
f'etOCN_ howtlvu. this statfm..nt of the
1ecal test. If talten btenlly. is lunply too
rlrtd There 15 no sit\l.lltiol\ when fro.m
hindJ1tht. one could net ~ the
Page 4
shipowner doing some little bit more to draw
attention to the limitation clause.... Thus,
even though the courts continue to use the "all
it could reasonably could" language.
application of the standard invol ves notions of
reasonableness and not hypothesizing some
further step the shipowner could possibly have
taken. We therefore follow in the wake of
those courts. including those in our Ciralit,
that have adopted the more practical
"standard of reasonable
communicativeness.... "
Id. at 245, citing, Shannon, 640 F,Supp. at
374; Valenti v. Home Lines Cruises, Inc.. 614
F.Supp, 1, 4. <D.N.J.1984); Strauss ex,re.
Strauss, 613 F.Supp. at 7; Gardner v. Greek
Line, 388 F.Supp. 856, 857 OI.D,Pa.1975),
The passenger ticket in :-.tarek, which is
strikingly similar to the ticket in the instant
matter, contained the following warning
....hich was printed in capital letters:
ACCEPfA.'.;CE OF THIS TICKET
CONSTITUTES A CO:\'TRACT. THE
TER.\IS A.'.;D CONDITIONS OF WHICH
ARE SET FORTH DiSIDE. PLEASE READ
CAREFULLY.
:o;'ext, the ticket contained, on the second
page. the following statement:
Conditions of the Contract Acceptance of this
ticket shall constitute an acceptance by the
panenger, as that word has been defined. of
all the tenns and conditions set forth herein.
.S Finally, a third warning. also in bold
letters stated:
ACCEPfA.'.;CE OF THIS TICKET
CONSTITlrn:S A CO:\'TRACT. READ
TER.\lS A.'.;D CONDITIONS CAREFULLY.
Pl.aintitr in Mu9!l, as plaintur.' do herein.
maintained that the aforementioned daUlll.
did not I'IlPQw1y communicate the .simnee
aM i.mpIlru.nce of the tum. of the COIl.uact.
Marek. 81~ r 2d at 2.6 The CU1.Itt diSSll'"d
...ith p1alllUff and noted that the notice
Il""riSIOns did ...hat ...as re~ tlI
C"pr t West l~" :"" Chum tlI l)nc US G.nt Works
\\1 Sl1.\\\
,
Not Reported in F.Supp.
(Cite as: 1990 WL 284517, *5 (D,N.J.))
communicate that the tenns of the contract
existed and hence ought to be read.
Further, the court upheld the reasonableness
of the provision notwithstanding the fact that
the ticket did not have warnings specifically
directing the passenger to the limitations
clause. Recognizing that nonnally, "cases in
which the carrier's liability limitations have
been honored generally involve tickets with
conspicuous warnings directing the
passenger's attention to the tenns contained
elsewhere," the court nonetheless held that
"no case stands for the proposition that a
warning is legally insufficient unless it
includes explicit references naming each of the
contractual tenns or conditions having the
potential to affect the legal rights of
passengers. It is sufficient that the ticket
contains three conspicuous warnings directing
a passenger's attention to the terms and
conditions inside the folder." Id. at 246.
Finally, the court rejected p1aintiJfs
argument that the ticket's print was too small
to read, The court noted that the print was
not "so muddled or illegible as to be
unenfol'teab1e." More importantly, the court
recognized that "the t~.pe size in which [the
time limitations) clause is printed is not the
significant matter; there is both ample time
and powerful incentive to study the passage
contract ticket promptly after a loss has
occurred." Id. at 247, citing, Lipton v.
National Hellenic Am. Lines, 294 F.Supp.
308,311 (E.D.N.Y.l968l.
Applying the ~tsrek, principles to the case at
bar, the court concludes that as a matter of
law, the various notice and other proviSIOns of
the contract when taken together su.flIee
legally to eive effect to the time limitations it
contains. Initially, plaintiff maintains that
"Royal Caribbean did not explain any of the
provisions contained in the ticket. In fact at
net time prior to the flUng of suit of ~tarch 1,
1990. did Royal Caribbean explain I.,",
existence of the on year Sillt l.urutatton to the
p1aintiffl (emphasisluwHedl "
Plaintiffs argument strikes th" Ct)urt ..
illu!lOry tll'lC'e it a;:p<>3J'S that \he IS rt'qlUnl'lll
Page :;
vocal confmnation from defendant of the
limitation period. ;-';otwithstanding the fact
that defendant has no such duty, plaintiff in
her own affidavit admits to having reviewed
the ticket and the one year limitation. Having
concluded that the ticket is reasonably
communicative, see infra, defendant owes
plaintiff nothing more.
Plaintiff specincall)' challenges the
reasonableness of the notice provision by
stating that the ticket did not make a
"reasonable effort to warn passengers of
liability limitations" because the face of the
ticket (did notl contain conspicuous language
warning the passenger's of the contractual
tenns contained in other material furnished
by the carrier. Plaintiffs' Brief In Opposition
at 9. However, the clause of the ticket did in
fact direct plaintiff to read all of the clauses,
and is not unlike the notice provisions in
Marek, As ~tarek. informs, no case stands for
the proposition that a warning is legally
insufficient unless it includes having explicit
references [tal contractual terms ... [which
ha,'eJ the potential to affect the legal right of
passengers. "
*6 Faced with the validity of the limitations
clause and the consequent dismissal of their
claims, plaintiffs maintain that "defendant
has wai,'ed and is estopped from asserting the
one year suit limitatIOn provision," Brief at 3,
According to plaintil!s, soon after the cruise
ended, ~In Williams came into contact with
Anthony PiCCiWTO, representative from
Southern ~Iarine Claims Sen'ice. Plain1i.fl'
avers that PicciWTO informed her that she
should not obtain a 1a"'Yer since Royal
Caribbean would promptly settle her claim..
Williams AffIdavit at n 6.8. further,
Williams states that Picciurro told her that
she should not file SUit due to the fact thst she
...as still rt'Cei\'i"., medical treatment. Mr.
PiCCiWTO purportedly N;nsented that
defendant "",uld talte t'are of all of p1amtiff's
IlU'dical bllls and offered $4,000 00 in full
rettlemer.t of her claims, ....hith .....
ultunat..ly NJ<<ied by plaint1ft' Accordi"" to
r1alftttff. W N bed en t."",,, OOll\lMntt il'l
dnldtl'lll nol tZ' file ~Ult UIItU :\tarcl\ I, 1m
C"pr · Wellt 199. ~~ (bun t~ Onjl t'S (',,"'1 \\;'rk8
\\1 Sf L\\\'
Not Reported in F .Supp.
(Cite as: 1990 WL 284517, .6 (I).N.J.))
The equitable doctrine of estoppel was
described by the Third Circuit in Burke v.
Gateway Clipper, Inc., 441 F.2d 9,16 (3d
Cir.19;l) as follows,
[tlhe equitable principle which will allow "no
man to take advantage of his own "TOng"
[and] will prevent a defendant, whose
representations or other conduct have ca1'Sed a
p1aintUf to delay filing suit until after the
running of the statutory period. to assert the
statute of limitations as a a bar to the action,
. . .
The nature of the representations and of the
conduct of the defendant are of crucial
significance in detennining if the p1aintUf is
to be allowed to im'oke this equitable
principle of estoppel. This is a question of law
to be detennined by the court. In a motion for
summary judgement, the burden is on the
p1aintUf to present facts, in accordance with
Fed.R.Civ.P, 5ti(c) and (el, which if true would
require a court as a matter of law to estop the
defendant from asserting the statute of
limitations (emphasis supplied) (citation
omitted).
Thus. a plaintiff must do more than prove
inequitable conduct on the part of the
defendant. Even accepting as true such
behavior, a p1aintUf seeking to invoke this
equitable doctrine must come forward with
sufficient facts which infer that such ronduct
actually caused her delay in filing suit. It is
the absence of the element of causation that is
fatal to plaintUfs' estoppel argument.
When the sequence of eventi in this case are
reviewed, it is evident that the failure to file
suit was not due to any action of the
defendant. As early SJ October 2;, 1988,
plaintiffs had retained co\lJ'la1 and apparently
fill l'urt.her commW\ications had taken place
between any a(ent of defendant and plaintiffs.
In fact, It is uncontroverted tfutt Piwunu
never commwucated WIth pl3.lntiff.' counsel.
Further. the very fact that phunuJf. retained
cOUl1HI wlUun the one )'''''r 1l.!'l'Utatl0n pE'ncd
behe. a.'ly imertnce that sh. "hed upon ::ll\Y
st:ltement d the defendu.t to ntt:u,.. !Mm
Palte 6
filing suit. To the contrary, it is the court's
conclusion that this is clear evidence that she
ignored the advice.
.7 What can be gleaned from the submissions
to this court, both by plaintUf and her counsel,
is that the sole reason this action was not filed
until after the one year limitation period had
lapsed was the apparent unfamiliarity counsel
had with the applicable limitations period.
For example, in p1a1ntUfs' brief, it states.
"there is no question that the plaintiffs' cause
of action was commenced within two years of
the date of injury." This comment. when
coupled with the fact that the action was filed
within days of the two year period, suggests
that plaintiffs' counsel was under the
assumption that this simple negligence action
was governed by New Jersey's two year
limitations period for personal injuries.
P1aintUfs' reliance on Keefe v. Bahama
Cruise Line, Inc., 867 F,2d 1318 (lIth
Cir.19891, is misplaced, In that case the court
concluded that a defendant who misled
plaintiffs attorney into thinking a settlement
was complete would be equitably estopped
from invoking the one year limitation on the
passenger ticket. In that case. defendant
falsely stated to plaintiff's counsel that
defendant had secured a release of liability
from plaintiff and had paid her medical bills
in full. The court found that there it was this
misrepresentation which caused plaintiff's
counsel to delay filing suit until a.ft.er the
limitation pericd had lapsed.
In the present case, no such re liance too k
place In fact, the uncontro,'erted affidavit of
PicciUlTO reveals that he did not contact
plaintiffs' counsel at all a.ft.er his receipt of :'1r.
Kossack's October 27, 1!)90 letter, Fur1.her.
plaintiff has not pronded the court with any
evidence that defendant contacted phuntiff or
her counsel after Wa date Thus, the failunl
of plamtiffs' counsel In filine awt. wilike in
Keefe, ...as not the result of aiflrmauve
statements of dflendant, but ramer, the
actiON!. or inactlCn. of p1aintJ'f,' coW'M1
Even h3d def..nd.U\t contacted plamtl!fs'
ccu~l and lnf"nned lu.'n that Mttlemtnt
C~'",f' t' W'..,.1 1~\'" S" (}~um t.J t1t-tg e S (..wt \\\~r'kl
wr~ll...\W
:\ot Reported in F.Supp.
(Cite as: 1990 WL 284517, .7 (I),:-l.J.))
negotiations were pending, this does not
excuse the failure to institute suit. As a
district judge in this district has previously
held in an identical case,
There was no reason for plaintiJf s attorney to
rely [on defendant's! letter as a basis for not
filing suit within the time limits set forth in
the contract. In his responsibility to his client,
plaintiffs attorney should have filed suit to
protect her claim, and continued to pursue
settlement while suit was pending. Plaintiffs
attorney cannot now correct his error by
means of a dubious theory of equitable
estoppel.
~liche10tti v. Home Lines Cruises, 1986
A,~1.C. 480 lD.:-<.J.1985) <Debevoise, J.l
C. Cross motion to amend
In its motion for summary judgment,
defendant argues that it was the general sales
agent for a disclosed principal, Royal
Caribbean, Ltd., and is therefore not the
proper party defendant, Plaintiffs respond to
this contention by requesting to amend the
pleadings to name Royal Caribbean, Ltd.,
pursuant to Fed,R.Civ.P. 15(c), which provides
that an amendment of a pleading changing
the party against ,,'hom a claim is asserted
relates back to the original date of filing. As
stated in the rule,
.S (w )henever the cllWll or defense asserted in
the amended pleading arose out of the
conduct, transaction. or occurrence set forth or
attempted to be set forth in the original
plesdifllf. the amendment relates baek to the
date of the oriiinal plesdifllf. An amendment
changifl( the party lIIainst whom a claim is
uaermi relates back if the foregoing provision
is satisfied and. within the penod provided by
law for commencifl( the setlon against the
party to be broUJht in by M".endment that
party III has recel\'ed aucll notice of the action
thaI the party ...m nol be prejudiced in
maintaHufl( his defe". on the menls, and .2)
Uww or should fi... lul<!wn thaI, bul for s
lNsta." rolnM\ifll the .dent.ty of the proper
p4rty, the action "'cWd han Mn hrmiltllt
aglllnst to'lot party (emph:ws su.1'l'hed1
Page 7
The plain language of the rule indicates that
a pleading can only be amended to relate back
if the entity received notice of the action
"witltin the period provided by law for
commencing the action." Schiavone v. Time,
Inc., 477 U.S. 21, 31 (985) ("The linchpin is
notice and notice within the limitations
period. ")
In the present action, it is beyond dispute that
plaintiffs' complaint against Royal Caribbean
Cruise Line, Inc.. was not filed within the
applicable time period. Further, the amended
complaint seeking to name Royal Caribbean.
Ltd., a party covered by the time limitation in
the ticket, is likewise time barred. As such,
and because an amendment of the complaint
would be futile, plaintiffs' request shall be
denied.
Ill. CO:\CLUSION
For the aforementioned reasons. defendant's
motion for summary judgment shall be
granted. Additionally, plaintiffs' motion to
amend its complaint shall be denied. An
appropriate order follows.
E:-<D OF OOCL'ME~-r
COF · W,," 1m ~<I Chum to One l'S Gon \\'""ks
\ \ 1.";1 L \\ \
K ot Reported in F .Supp.
1994 ,\,:'I.C, 806
(Cite as: 1992 WL 609803 m.N..J,))
~llchael A. BERG, et al., Plaintiff.
v,
ROYAL CARIBBEAN CRUISES. LTD.. et
al., Defendants,
Clv. A. No, 91-4957,
United States District Court, D. ~ew Jersey.
Feb. 20. 1992.
David P. Pepe, Ribis, Graham & Curtin
Morristown, :-;J, for plaintiffs.
George J. Koelzer. John P. Flanagan, Ober,
Kaler, Grimes & Schriver, Edison, for
defendants,
OPL"IOS
WOLI:\', District Judge.
01 'Ibis is a diversity action based on personal
injuries sustained by plaintiff Laura Berg
during the course of a cruise vacation booked
with defendant Royal Caribbean Cruises, Ltd.
("Royal Caribbean"). Before the Court is the
motion of Royal Caribbean for summary
judgment on all counts of the complaint on the
grounds that the contractual limitation of
actions period had run before suit was
commenced, and that as a matter of law Royal
Caribbean is not estopped from asserting the
limitation of actions pro>-uion. For the
reasons that follow. the Court will grant Royal
Caribbean's motion.
BACKGROt:~
On October 12. 1990, while on a honeymoon
c.Nise, Laura Berg ....as injured on the Island
of Labadee. s scheduled port of call for the ~L'
V Sene of America, a \-esse1 owned and
operated by Royal Caribbean. Laura and
:.ticl\u1 Berg ha"" alleged on infonnation and
belief that the private beach facility ....here the
in,jury o<<un-ed wp owned. leased. operated or
otberwUe under the contrll1 of R"yal
Canbbean. ~L.chae1 Bera has alleged a chum
per quod coNOl'tiwn am.jsU.
1,\\"
11'-
Page 1
Laura Berg's cruise passenger ticket contract
states prominently on the cover page:
TillS IS YOL"R TICKET COSTRACT. IT IS
nlPORTA.'.;T THAT YOU READ ALL
TER.\IS OF THlS Cm_TRACT. THlS
TICKET lS ~OT TRA.'.;SFERABLE AND IS
SOT SUBJECT TO ALTERATION BY THE
PASSE~GER.
(Berg Cruise Ticket Cover Page, annexed as
Exhibit A to the Affidavit of Wendy Zepemick
dated ~ovember 23, 1991). Paragraph 2(vii) of
the ticket contract sets forth a contractual
limitation of actions period. That paragraph
stands out prominently from other provisions
of the contract in that it is printed in upper
case letters of a large type size. and is set forth
in white print against a dark colored
background, unlike the other tenns of the
contract. The second sentence of that
paragraph states, in relevant part:
~O St1T SHALL BE ),w:-.'TAI:\ABLE
AGAI:\ST THE CARRIER OR VESSEL FOR
... PERSO~AL I:\'Jt."RY ... OF THE
PASSESGER l"SLESS \\"RmE~ NOTICE
OF THE CLAnI. \\1TH FULL
PARTICULARS, SHALL BE DELIVERED
TO THE CARRIER OR ITS AGEST AT ITS
OFFICE AT THE PORT OF SAll..I:\'G OR
AT THE PORT OF TER.\lr<ATIO~ WITHIN
SIX (6) :'IO~THS FRO:'I THE DA Y WHE~
SL'CH ... PER..."O:\AL I:\'Jt."RY ... OF THE
PASSE:\GER OeCL"RRED; A.'lD D; ~O
EVE;I., SUALL A.'.;Y seeu SeIT FOR
A.'.;Y CAUSE AGAI:\'ST THE CARRIER OR
vrS.<:EL FOR... PERSOSAL IXJt."RY ... BE
:'lAI.""'TADiABLE L"SLESS SeCH SUIT
SHALL BE CO~I)IE:\eED WITUD; O~E III
YEAR FRO~I THE DAY \\1IE.".; THE ...
PER..."ONAL I:\'Jt."RY OF THE
PASSESGER OCCURRED,
NOT\\1TIL."1'A.'.;DI:\'G A.'.;Y PROVISION
OF LAW OF A.'.;Y STATE OR COU;I."TRY
TO TUE CO;l."TRARY.
(Cruise licut. ll:me:rea as Exhibit B to the
Affiwl\-it of Wendy Zepemiclt dated ~v""mber
23,1991\
The Berp, th.rou;t!lrttained COUNt'I. notified
R~yll1 Canbbean of Utel.l' ifllW'let and made a
dt'mand for parme nt of $150.000 00 in a letter
d:tt~ 5to~mbfHo t;. 1991. In the 1Mt
Copr · Wen 1m No Cl~ to l'n&, t: S G,,~t ""Jrb
\\I~l1.AW
,
Not Reported in F,Supp.
(Cite as: 1992 WL 609803, .1 (D.N.J,))
paragraph of that letter, the Bergs' counsel
stated that the offer would remain "open until
Octcber 8. 1991, at which time a Complaint
will be filed." (Exhibit A to the Berg Brief in
Opposition).
.2 In response to the September 6, 1991
letter, Henry C. Hentschel, a claims adjuster
for Royal Caribbean, wrote a letter dated
September 25, 1991 in which he acknowledged
that Laura Berg's i1\jury "was an unfortunate
incident albeit a very minor one", and stated
that "We hope we can agree it is not law suit
material". (Exhibit B to the Berg Brief in
Opposition). Further, Hentschel wrote that
Royal Caribbean "would be willing to settle
with Michael and Laura Berg for $1500 plus
any out-of,pocket expenses, " <Id.l.
Significantly, in a clear reference to the one
year limitation period. Hentschel wrote in the
last sentence of the letter: "We look forward
to hearing from you before October 12, 1991."
(lei.).
The Bergs' counsel wrote a second letter to
Royal Caribbean dated October la, 1991, in
which the settlement demand was reduced to
$75,000. Inexplicably, the letter further states
that the "offer remains open until October 28,
1991. at which time a complaint will be filed."
(Exhibit C to the Berg Brief in Opposition).
Apparently, after the one year limitations
period had run. on October 21, 1991,
Hentschel informed the Bergs' counsel in a
telephone conversation that the Betis' claims
were time.barred under the ticket contract. In
a letter dated October 22. 1991, Hentschel
memorialized the telephone conversation and
further extended a settlement olfu of $3000, a
111m that Hentschel estimated would be
expended by Royal Caribbean to answer any
complaint filed by the Bergs and to Iile a
motion for summary iud&ment based on the
contractual time bar. (Exhibit 0 to the Bert
Brief in Opposltion).
On October 21, 1991, more tIwI one year
after LaW'S Beti sustAined iJliury on Labaclee,
the Bergs tiled SU1t in ltA1e roI.II1 &l1ell\ng
thrto1o counts of I\eC'lipllCe The C;lmplalnt was
amended on October ZS, 1991 tI'l ;add rounts of
bteac..1t of the implied CO"tMnI cl rood ftith
Page 2
and fair dealing, and estoppel. Both of these
counts are based on the correspondence
between Hentschel and the Bergs' counsel.
Count Four alleges that Royal Caribbean
"lull[ed] plaintiJTs into believing that
meaningful settlement negotiations were
taking place, only to use these negotiations to
allow the contractual statute [sic] of
limitations to lapse." (Amended Complaint
Fourth Count 1 7). Count Five alleges that
Royal Caribbean "misrepresented its
intentions in continuing settlement
negotiations" and that "plaintiffs have
rightfully relied upon said misrepresentations
to their detriment." <Id. at Fifth Count '1 2.
3).
Royal Caribbean removed this action from
state court on November 13, 1991. It then
filed its answer and now moves for summary
judgment on all five counts of the complaint.
[FNI]
DISCt:SSION
Summary judgment shall be granted if "the
pleadings, depositions, answers to
interrogatories, and admissions on file,
together with the affidavits, if any. show that
there is no genuine issue as to any material
fact and that the mo\'ng party is entitled to a
judgment as a matter of law." Fed.R.Civ.P.
56ie); see Hersch v. Allen Products Co.. 789
F2d 230, 232 (3d Cir.1986l. In making this
determination. II rourt must. draw all
reasonable inferences in favor of the non,
movant. Meyer v. Riegel Prod&. Corp., 720
F,2d 303, 307 n. 2 (3d Cir.l983l, cert.
dismissed, 465 t:.S, 1091, 104 S.Ct. 2144
<l984\.
A. Counts One throUlfh Three
.3 Limitations pro\.lsiona in p&s8l!JtC!!r ticl<et
contracts an! enfotUable. 10 Inn<< as they have
been nuonabl:r =wucated to the
passencer. Marek v. Ma.rpan Two. Inc., 817
F2d :Wl 13d Cir.l9871. P1~ do not
di$p\l1e that the limitations provision wu
"ruilOnably rorM\\I.l\icated" to t.~"tn In the
t.cket contract. \\Mlher terms of a pas-ncer
cefttr:ld h:ne been l'\!ucMbly co~ated
COll" · W<'II 1m Xu Oa..n t<1 OnlT l'S C,,}<'! Wcrll.s
\\1 Sn"AW
.
Not Reported in F.Supp.
(Cite as: 1992 WL 609l:l03. .3 (D.N.J.n
is a question of law to ba determined by the
Court. Hodes v. S.N.C. Achille Lauro, 858
F.2d 905,908 (3d Cir.1988).
The Court finds that the limitation of actions
provision was adequately displayed in the
contract such that it was reasonably
communicated to the Bergs. Unlike most of
the contract, that provision was set out in
upper case letters and was printed in white on
a dark background. Additionally, the type
size used is larger than is used for other terms
of the contract. Last, on the very first page of
the contract, the passenger is told. in similarly
large upper case print set out on a dark
background, that it is important to read all
terms of the contract, A similar provision was
found reasonably communicative by the late
Judge :'Utchell H, Cohen of this District in
Williams v. Royal Caribbean Cruise Lines,
Inc,. 1991 A,:'I.C. 237 (D.N.J.I990). This
Court finds that Williams is persuasive
authority. Hence. the limitations provision is
enforceable against the Bergs to the extent
that it is applicable,
The only issue raised by this motion is
whether the limitations provision in Laura
Berg's ticket contract is broad enough to
encompass claim! arising from a passenger's
activities on land at a scheduled port of call.
Royal Caribbean asserts that the contractual
provision bars any claim against Royal
Caribbean that arose during the cruise and
that wu not filed within one year of the
occurrence. Berg asserta that she is suing
Royal Caribbean in its capacity as an owner or
operator of land. and not "as a ship owner or
operator." (Bel'lt Brief in Opposition at 71
Therefore, ahe contends that the contractual
pro\ision simply doe. not apply to this sction.
In Hodes, the Third Cirtuit held that
A passeneer ti.:ket for an ocean royage is s
maritime contract Aecording1y, whether
ticllet c:onditillns fonn part of the penenger'.
contract and the effect such conditions ahould
be aft'orded are lIUttcn g;J'~me4 by the
c.neral maritim.. not the local statl!. law
Hodes, &M F2d at 900 \CIUtiON umlttedi
Thu.. the breadth of allPuc:lt\On of the
limitatioN prc'"~\U\ c.f bun twl'lt'. t1cklft
Page 3
contract is a question of federal maritime law.
IF:\21
The parties both concede that there is no
extant case law authority in which a plaintiff
was injured, at a scheduled port of call during
the course of a cruise. on land owned by the
carrier, and precluded from suit by a time
limitation contained in a passenger ticket
contract. Nevertheless. that plaintiff was
injured on land instead of on board the cruise
vessel is not a critical distinction per se. What
is critical is whether the contract, by its terms,
properly reaches actions arising on land owned
by Royal Caribbean. After closely examining
the language of the ticket contract. the Court
concludes that, as a matter of law, plaintiffs'
claims are time,barred. IFN31
.4 "Passenger" is defined in the contract as
including "all persons travelling under this
ticket and his and their heirs and
representatives." (Cruise Ticket, page I. Exh,
B, Zepernick AffJ (emphasis added), It is
significant that "passenger", as that term is
used in the contract. is defined as a person
"travelling under" the contract. When
p1:lintiff was injured, she had not yet reached
her final destination. She had merely stopped
over briefly at a port of call scheduled on the
cruise itinerary, and disembarked for an
activity "scheduled by the Royal Caribbean
staff." (Affidavit of Laur' Berg, , 21. It wu
clear that Royal Canobean's contractual
obligations to Laura Berg had not ended, and
that she would return to the veue1 to continue
her travels, She...as thereCore clearly
"travelling under" the ticket contract at the
time of her ~W')'. Thus. under the plain
language of the ticket contract, at the time or
her injuries, Laura Bel'lt was a "puNnee'"
within the meaning or the contract, it IIOt
within the meaning oC the geflt!ral maritime
law. tFN41
Furtht!r. "Carrier" is defined. in relevant
pert. as "Royal Canbbean Cruises, Lid." ad,'.
This dlffir.ltion is plaln and wwnbiJtVous. It
do.>s Mt' as p1a,lntlffs IUlfgHt. limit the
lnt':uung of "eani<l,' tu lWyal Canbbean
ACtinc III IU eapae1t). as t:uTle,. as that tnm is
understood und.1r IPlWral mArttune law. To
Copr · West li~ :\,) Cl.um 1.:1 Onl r S ('.0.)\,\. W".u
\ \ 1.'111~ \\ \"
!
~ot Reported in F.Supp.
(Cite as: 1992 WL 609803,04 (D.N.J,))
impose such a constroction on the ticket
contract would burden that contract with an
artificial limitation at variance with its plain
import. Thus, as with "passenger", see supra
note 4, the term "carrier" is deflIlCd more
broadly under the contract than it is by the
general maritime law.
Read together with the definitions, the
actions limitation provision in the ticket
contract unambiguously covers Laura Berg's
causes of action arising from her injuries
sustained on Labadee. C nder that provision.
any claim against Royal Caribbean in any
capacity for personal injury sustained by
Laura Berg while "travelling under the
ticket" must have been commenced within one
year from the date of that injury. The Bergs
did not comply with this contractual
requirement. Therefore, their claimS are
time. barred.
B. Counts Four and Fh'e
Royal Caribbean has also moved for summary
judgment on counts four and five of the Bergs'
complaint. Those counts. which arise out of
communications between Royal Caribbean
and the Bergs' counsel, allege that the
contractual limitations period should not be
enforced due to the bad faith conduct of Royal
Caribbean in leading the Bergs' counsel to
delay in filing suit. Although the Bergs set
forth a claim sounding in contract as well as
under the theory of estoppel, the Court will
consider them together, since the claims are
indistinguishable in substance. C nder the
cimJInStlUlUl clearly presented in the
correspondence submitted to the Court. these
counts border on the frivolous.
,.. these claims arise out of the ticket
contract. they are /IOvemed by federal
maritime, not &tate, law Hodes, 858 F.2d at
909. Trol is not a novel issue of law. Two
other judps in this dilltnct ha,... previously
rejeeted similar daimS &!e ~l.ichelotti v.
Hame LiN!1 CruiHI. W., 1986 A.M.C 4S0,
4M tUN J 1985\ io.bevoise, Jl, atrd, 786
F 2d 1 H7 13d Clr 1~\ ltable\~ Williams.
1~1 A.~tC at 247,Cahen. JJ
Page 4
05 Plaintiffs assert that Royal Caribbean
"intentionally protracted the settlement
negotiations as an attempt to use the one.year
statute of limitations [sicl as a shidd ta the
Bergs' claim." (Berg Brief in Opposition at
16). For any affmnative misconduct to create
an estoppel, plaintiffs must have relied on
that conduct to their detriment. Burke v.
Gateway Clipper, W., 441 F.2d 946, 948 (3d
Cir.1971) (conduct must have "caused a
plaintiff to delay ruing suit until after running
of the statutory period"). [FN5] Further, as an
equitable doctrine, estoppel "is a question of
law to be detennined by the court." ld.
~othing in any of the correspondence
contains any representation or promise that
can in any way be characterized as
misleading. nor has any evidence been
presented that Royal Caribbean engaged in
conduct that could be construed as misleading.
Indeed, in its September 25, 19911etter to the
Bergs' counsel, Hentschel virtually brought
the provision directly to the attention of the
Bergs' counsel when he made e:<presa
reference to the limitations period in stating
that Royal Caribbean hoped to hear from
counsel before October 12. 1991, the last day
to file suit under the contract. Wholly absent
here is any affirmath-e conduct intended to
deceive plaintiffs into delaying the filing of
their complaint. Thus. unlike in Keefe v.
Bahama Cruise Line,w., 867 F.2d 1318 mth
Cir.19891. where the carrier's claims
representative had falsely represented to
p1aintifrs attorney that a full release had
already been obtained from plaintiff, id. at
1324. there is no basis in this record for
fUlding that the Bergs' counsel had been led to
delay the filing of their complaint.
Royal Willi under no obligation to exprenl,.
inform the Bergs' coUl1l!4!I before October 12,
1991 that it intended to invoke the limitations
provision. Further, plaintiffs' claim that Royal
Caribbean's fallure to invoke the su month
notice of claim provillon somehow col\ltituted
s.tJ\.rm&tive bad faith conduct is without merit,
A1iy waiver by Royal Canbbean of Its riChu
under the Mllee provision did not col\ltitute a
_aiver of ita nahts under the actions
linut.ttion proriliefl., or constitute a
Calli' t Wtst 1998:\0 Claun ~ One l'S Govt WOrkl
Wb I L\\\'
I
Kot Reported in Jo'$upp,
(Cite as: 1992 WI. 609803. .5 (D,N.J.))
Page 5
misrepresentation as to its intent to waive
that provision. Absent an express
representation to that effect, there is no basis
for fuuiing bad faith. Plaintiffs' further claim
that they relied on any conduct by Royal
Caribbean in delaying the filing of suit is
belied by their concession that "in the instant
action [they) rightfully relied upon the [two
year New Jersey} statute of limitations due to
the fact that the ifliwy occurred on land."
(Berg Brief in Opposition at 15, 16) (emphasis
added). Thus, plaintiffs have not raised any
issue of fact as to the bad faith of Royal
Caribbean.
~2. Thai i~ nor to \JY thai lhe incident thai
I.1ccurrcd on l.1nl.! I~ a mariurne ton governed by
nJ.ullirr~ law, h is likely thai the law governmg
plalDuff, claim, " thai of either New Jersey or
Halli. To the Ulent that any common law turt rlj.hts
and duties have been ahered by contract. however.
they arc governed by marinrne law.
FN3. A, . claim dependent on the validity of laura
Berg', ClallO. ~lJchael Berg', per ~uod cl.im i, al,o
barred by the licket Conlracl. lieb v. Roy.1
Caribbean Crui,e line. Inc.. 64S F.Supp. 232. 23S
(S.D.:-I.Y.1986).
CO~CLL'SION
~4. Under general marilune law. the term
.p3~~enger. !us acquired meaning for purposes of
defmmg the rigbts of marine travelers vis~a.vis meiT
carrier. Thu,. u h... been ,.id thaI 'the relalionship
of pas"engers and carrier ... exISts from shore to
'hip and ,hip to ,hore.' Chervy v, Peninsular and
Onental 51eam Sang.tion Co.. 243 F.Supp.
(S.D.CaI.I96J); 'ee also lawlor v, Incre. S.....u
Sle;unship lllle. Inc.. 19S8 A.M.C, 1701. I70S
iD.Ma".19'81.
Some authorities ha\'e connrued the pas$en.er.
i.:aerier rtbUOlUhip even more broadly. 5Uting thaI it
does not .nd UllIU .the 'e"el ha, reacheJ the (IOn of
the passenge" de'lWoon and the passenger ha, left
me \'e~sel and the shipowner's dock or premises." I
:-;"'m,. ManlD 1.. The law uf Maroime Personal
InJur.., t 3.1 at 61 lath ed.I990) lempha,i, added);
'ee Shulnun v. Comp.gDle Generale
TraosJllanll'lue. IS2 F.Supp. 833, 8)6
IS.DN.Y.19'7) 'liability limltalll1n u,ending . '10
the period whde the passenger and'or his bagg.ge ...
are on board the ""el ... and"or the premise' of the
carner' ... coven ... the relationship between
[pl'lOlItfl and the (defendant) as pmelller and
carner.' iellll'haslS added)). n.... under this IiIIe
of authonty. . " (IO"ible thaI the Be... m'llu ...0
be c",,"'Id.red .p....OC.". as a malter of law, since
the) allet. that they depaned defendanr', ve".1 )'fl
ne'er left the defend.ull', prem;,e. bem uura
~r; ..as U1Jured. lIecause the C,,,,,, <o""lude, WI
t"~ <<>llV><lUlIl'fl"'''''''' is broader llWl the ae&eraI
mantll11e lllle'l'fetalll'''' "f the pas.elller";lmer
relallomhlJ', d _ IlOl de<:1de "'he\ller under
Shulm.sn rlallllllh ".re 'passe.gtn' Ii a maar of
tNt"lftlot UW
This case does not involve the inaction of a
plaintiff not knowledgeable about limj~ations
periods and the law. It involves an attorney
retained by plaintiffs to protect their interests.
What Judge Debevoise said in )-lichelotti is
very appropriate in this case:
.6 There was no reason for plaintiff's
attorney to rely on [defendant's} letter as a
basis for not filing suit within the time limits
set forth in the contract. In his responsibility
to his client, plaintiff's attorney should have
filed suit to protect her daim, and continued
to pursue settlement while suit was pending,
Plaintiff's attorney cannot now correct his
error by means of a dubious theory of
equitable estoppel.
)-lichelotti, 1986 A)-I.C. at 485. Accordingly,
summary judgment will be granted dismissing
counts four and five of plaintiffs' complaint.
For the reasons set forth above, Royal
Caribbean', motion for summary judgment
will be granted, and Counts One. Two, Three,
Four and Five ,,;11 be dismissed with
prejudice.
FN I. The Coun Il<'Ifi lltal the t>t",rs 'ullmilled b)'
Ro)'.1 C",bbean dol Il<lI cOlllpI)' with local Rule
278 in lhar the)' cnntamed Ill> ta"'~ of cn_ or
lab!. of .ulllur1lle' A1lhNCb '1r",1 <""'P""nce *1Ih
1111. reqUlRl11t1lf " 001 ellll'fCed, the ",Ie " II> pia.:.
~'r I rea"",. and the C,..." r",fen Ilw ~ be
(\'mr11itd .tth to tln.l1't.lte me (",'U.n'. \l~ .'rt Uk\~
b,,,,f..
f"i< ....llIll'ueh Ilune .....ol.ed a ,ta""'>ry, "
.'l'1".....t 10 """,""II.al. luntlat."", ""llOIl. there IS ""
Copr · \\'ut 1~ ~<l Claim to On.r l'S. r..,vt. Works
\\lSI1.t\W
~
.
.I,
REBECCA FAERBER-CHRENCIK
PLAINTIFF
\',
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY. PENNSYL VANIA
NO, 17 - I!-'t-Y-K (I ~(,~L
JURY TRIAL DEMANDED
ROYAL CARP.IBEAN CRUISES L TO
DEFENDANT
CIVIL ACTION-LAW
NOTICE
YOU HAVE BEEN SUED IN COURT. If you wish to defend against the claims set forth in the foDowing
pages, you must take action within twenty (20) days after this Complaint and Notice are served, by entering
a written appearance personaUy or by attorney and filing in writing with the Court your defenses or
ol!jections to the claims set forth against you. You are warned that if you fail to do so the case may proceed
without you and ajudgment may be entered against you by the Court without further notice for any money
claimed in the Complaint or for any other claim or relief requested by the PlaintiIT. You may lose money or
property or other rights important to you.
YOU SHOULD TAKE THIS PAPER TO YOUR LAWYER AT ONCE. IF YOU DO NOT HAVE A LAWYER
OR CANNOT AFFORD ONE, GO TO OR TELEPHONE THE OFFICE SET FORTH BELOW TO FIND
OUT WHERE YOU CAN GET LEGAL HELP.
COURT ADMINISTRATOR OF CUMBERLA1'olD COUNTY
THIRD FLOOR. CUMBERLAND COUNTY COURTHOUSE
1 Courthouse Square
Carlisle, PA 17013
717-697-()371
NOTICIA
Le han demandado a usted en Ia corte. Si usted quiere defenderse de estas demandas expuestas en
!as paginas siguientes, usted tiene viente (20) dias de plazo aI partir de la fecba de la demanda y Ia
notiflCBCion. Usted debe presentar una apariencia escrita 0 en persona 0 por abogado y archivar en Ia corte
en forma escrita BUS defensas 0 sus objeciones a !as demandas en contra de su persona. Sea avisado que si
usted no se defiende. III corte tomara medidas y puede entrar una orden contra usted sin prev10 av1so 0
notirlCacion y por cualquier queja 0 alivio que es pedido en III peticion de demanda. Usted puede perder
dinero 0 BUS propiedades 0 otros dereehos importantes para usted.
LLEVE ESTA DEMM'DA A UN ABOGADO L....MEDIATAMENTF:. 51 NO TIENE ABOGADO 0
51 NO TIENE EL DINERO SUFICIENTE DE PAGAR TAL SERVICIO, VAYA EN PERSONA 0 LLAME
POR TELEFONO A LA OFICINA CUYA DIRECCION SE ENCUENTRA ABAJO PARA AVERlGUAR
OONDE SE PUEDE CONSEGmR ASISTE.....CIA LEGAL.
COURT ADMINISTRATOR OF CUMBERIA....D COUNTY
nURD FLOOR. CUMBERIA'I;D COUJIi"TY ~"OURTHOUSE
1 Courthouse Square
C.arlisIl', PA 17013
11 7-(191-0071
.
REBECCA FAERBER.CHRENCIK
PLAINTIFF
\',
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY. PENNSYLVANIA
NO. (j '7 - ".l r J' {~v.J -r:;,.~
ROYAL CARRlBEAN CRUISES L TO.
DEFENDANT
JURY TRIAL DEMANDED
CIVIL ACTION-LAW
COMPLAINT
1. The Plaintiff is an adult individual with an address at
457 Country Club Drive, Camp Hill, PA 17011.
2. The Defendant is a Florida Corporation regularly doing
business in Pennsylvania with a principal place of
business 1050 Carribean Way, Miami, FL 33132.
3. Venue is proper because the Plaintiff resides in
Cumberland County.
4. Jurisdiction is proper under 42 PS ~5322 because the
Defendant solicited clients and transacted business for
the purpose of pecuniary gain in Pennsylvania and also in
Cumberland County.
5. The Plaintiff is a pOdiatrist, who contracted with the
Defendant through the Bannockburn Travel Agency to take
a cruise on the Splendour of the Seas on or about
February 22, 1997 for the purpose of participation in a
continuing medical education course and cruise around the
islands in Carribean surrounding St. Maarten.
6. The Splendour of the Seas was owned by the Defendant and
at all times relevant hereto, members of her crew, the
ship's doctor, and captain, were agents, servants, or
employees, under the direct control of the Defendant.
7. The Plaintiff flew to Florida on Sunday, February 22,
1997 to board the Splendour of the Seas, and shared a
luxury cabin by her friend, Paula McKain-Toomey.
8. On TUesday February "4, 19\17, Ms. McKain-Toomey
discovere,:l ,~mlne l!\H:or, \'",'1(",\1 spcttinq and telephoned
.
her husband, a physician, who, after listening to his
wife's symptoms, determined that she had had a
miscarriage.
9. Her husband indicated that there was no medical emergency
and that she should relax, enjoy herself and continue her
vacation.
10. As a precaution, he indicated that she should inform the
ship's doctor of what had occured.
11. When the Plaintiff and went to the ship's doctor, he
declared immediately a medical emergency, without
bothering to examine Ms. McKain-Toomey beyond taking her
pulse and blood pressure, which were normal.
12. The Plaintiff and Ms. McKain-Toomey were informed that
a blood transfusion was needed and despite the fact there
was no bleeding, they would be removed from the Splendour
of the Seas.
13. Despite verbal protests from the Plaintiff and from Ms.
McKain-Toomey that this was unneccessary, both women were
forcibly evicted from their cabin.
l4. The women were informed they would be transferred to a
boat offshore containing medical personnel and taken to
Curacao to treat Ms. McKain-Toomey's non-existent medical
emergency.
15. In fact, they were transferred to a tugboat at
nighttime, which had no medical facilities, no medical
personnel, and whose crew spoke no English.
16. The two women were promised that a ship's agent would
attend them throughout their stay on Curacao, but nothing
of the sort occurred.
17. Despi te the promise of medical treatment, no medical
treatment was ever given to Ms. McKain-Toomey, although
the hopsital on Curacao took a "depositH of $2000.
18. After checking herself out of the hospital, Ms. McKain-
Toomey and the Plaintiff boarded a plane to St Kaarten's,
"
where a "luxury hotel room" awaited then until the
Splendour of the Seas docked on Thursday, February 26,
1997.
19. The "luxury hotel room" was infested by vermin, dirty,
and small.
20. When the two women were permiited to reboard the
Sp1endour of the Seas on February 26, 1997, they were not
permitted to go back to their cabin, had no place to
stay, and the Plaintiff missed the educational lectures,
which was the original purpose of the trip.
21. As a result of the acts of the Defendants and its agents,
servants, or employees, the Plaintiff suffered pecuniary
damage, harrassment, humiliation, and unlawful restraint.
COUNT I--BREACH OF CONTRACT
23. All preceding paragraphs are incorporated as if
incorporated herein.
24. The Plaintiff and the Defendant entered into a contract
for entertainment services, a partial copy is attached
hereto as Exhibit A.
25. The acts described herein by the Defendant constitute a
breach of that contract.
26. As a result of that breach of contract the Defendant
suffered injury:
a. A complete loss of value of the trip.
b. Additional costs and expenses once she was forcibly
removed from the Splendour of the Seas.
c. Consequential damages to her medical practice.
WHEREFORE, the Plaintiff demands judgment in an amount not to
exceed $35,000.
COUNT U"I'ALSE IHPRIS<>>IHENT
27..
."
1'\..
preced i r,q
paragraphs
are
incorporated
as
if
incorporated herein.
28. Th€ t'efendant# lt~ aq:t~'nt$, $i,H"VAnt.:;, arid employe-es,
,
intentionally, forcibly, and unlawfully restrained the
Plaintiff against her will, wh~n they were without reason
to do so.
29. As a result of that breach of contract the Defendant
suffered injury:
a. A complete loss of value of the trip.
b. Additional costs and expenses once she was forcibly
removed from the Splendour of the Seas.
c. Consequential damages to her medical practice.
d. Embarrassment.
e. Humiliation.
W!ii:..REFORE, the Plaintiff demands judgment in an amount
not to exceed $35,000.
COUNT III--NEGLlGENCE
30. All preceding paragraphs are incorporated as if
incorporated herein.
31. The Defendant is in the business of providing
entertainment to its passengers and owes a duty of
reasonable to its passengers for their protection and
safety.
32. The Defendant breached that duty in the acts described
herein.
33. As a result of that breach of contract the Defendant
34. suffered injury:
a. A complete loss of value of the trip.
b. Additional costs and expenses once she was forcibly
removed from the Splendour of the Seas.
c. Consequential damages to her medical practice.
d. Embarrassment.
e. Humiliation.
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((f!1)Sonesta Beach Resort
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REBECCA F AERBER-CHRESClK &.
PAUlA MCK,Wo: TOOMEY
IS 11iE COL"RT OF COMMOS PLEAS OF
CUMBERLA.''D COI,;'1IoTY, PE!Io"SSY1.\'A.'1A
PLIDTIFFS
\',
SO 199i -4288
}li"RY TRIAL DE~''DED
ROY Ai CARRlBEAN CRI,;1SES L TO
DEFEND"'."T
SOT1CE
YOU HAVE BEE~ SUED IN COL"RT, If you wish to defend against the claims set forth in the foUowing
paaes. you must take action within twenty (20) days al\er this Complaint and N oti<:e are served. by entering
a written appearance personally or by attorney and Iilini in writini with the Court your defenses or
olljectioas to the c:Iaims set forth against you. Yau are warned that if you fail to do so the case may proceed
without you and aj1~v-t may be entered against you by the Court without further notice for any money
claimed in the Cnn,pLoTrlt or for any other claim or relief requested by the Plaintiff. Yau may 10se money or
property or other rights important to yolL
YOU SHOL"LD TAKE THIS PAPER TO YOL"R LAV.'YER AT ONCE. IF YOU 00 SOT HAVE A LAWYER
OR CA....1\OT AFFORD OJli"E. GO TO OR TELEPHO~"E THE OFFICE SET FORnI BELOW TO FD;D
OUT WHERE YOU CA.~ GET LEGAL HELP.
COL"RT ADMI!\1STRATOR OF ct"MBERLA....i> COtTl-"TY
THIRD FLOOR. ct"MBERIA'i> COUNTY COT.:'RnIOt:SE
1 Courthouse Square
Carlisle. PA 17013
717-697-()371
SOTICIA
Le ban ~ a lISted en Ia corte, Si usted quiere defender5e de estas demandas espuest.as en
!as pqina.s siJuientes, USted tiene \;ente (20) dias de plazo aI partir de 1a fecha de la demanda yla
O(..f!......,. Usted debe presenter W\& apariencia escrita 0 en persona 0 por abopdo y arclIivv en 1a corte
en forma l!ICrita IUS defelllU 0 IUS objeciones alai d._nil", tIl contra de au pertOlIL S. avlsado que Ii
lISted 110 lie defiende, la corte tomara medidas y puede entrv W\& ordtll COIltra lISted IIin prevlo &YWo 0
notificacion y par c:uaIquier que;. 0 aImo que es pedido tIlla petic:ion de de-""" U Red puede perder
dinero 0 &UI pr..p;edades 0 otros derecboI importantes pII'& usted.
lJ.EVE ESTA DEKA....'DA A t"N ABOGAOO I!\"MEDlATA.'dENTE. 51 NO TIE.'"E ABOGADO 0
51 NOTJE.>.,"EELDI!\'EROSt"FICIE.''TE DE PAGAR TAiSERVICIO. VAYAE.~ PERSONAO!,! .~
POR TELEFO~O A LA OFICDtA ct"YA DIRECCIOS SE E.~ct"E~'TRA ABAJO PARA AVERlGUAR
DO~i>E SE PL"EDE CONSEGt1R ASISTE.~CIA LEGAL.
cot"RT ADMI!\1STRATOR OF ct'llBERLA..''D cot;!\."TY
THIRD FLOOR. ct"XBERLA.'i> cot'NTY COt1tTHOl'SE
1 CounhouM Squan
Carli*. PA 17013
71NI1l1.0311
REBECCA FAERBER-cHRElIiClK &:.
PAULA MCKAIN TOOMEY
PLAn\. 'TIFFS
IN TIiE COL'RT OF CO~l\lOS PLEAS OF
CL'MBERLA.''D COL"!\iY. PE!I.~S't1.VA."'lA
v,
NO, 1997-4288
IL'RY TRIAL DEMA.....'OED
ROY At. CARRIBEAN CRllSES L 11>,
DEFE!I.'OA.... i
CIVIL ACTIOS-LA W
AMENDED COMPLAINT
1. The Plaintiffs are adult individuals with:
a. Rebecca Faeber-Chrencik with an address at 457
Cou~try Club Drive, Camp Eill, FA 17011.
b. Paula McKain Too~ey is a~ a~~:: i~div:c~al wit~
an address of 888 ~illersville Read, Lar.easter, PA
17603.
2. The De!e~:ant is a Flo::da Co:pcra::c~ ~e~Jlarly doi~;
busi~ess in Pe:l.~sylvania with a pri~cipal place o~
busir.ess 1050 Carribear. Way, Mi~i, r: 33132.
3. Venue is p:oper because c~e of :he ?:a:~:i!fs resides in
Cumberlar.d County.
4. Jurisdiction is proper ur.der ';2 FS 55322 tecause the
Defendant solicited clients and trar.saeted business for
the purpose of pecuniary gain in Per.nsylvania L~d also in
Cumb.rland County.
S. Th. Plaintiffs are podiatrists, who contracted with the
Defer.dant through the Bar.nockburn Travel Ager.cy to take
a cruise en tte Splendour of the Sea.s C~ cr about
February 22, 1997 for the purpcse cf participation in a
conti~'''~~ -e~' ~al ....':Jeat' ~~ -~"~se L~~ --,. se ar-"-d ....
..-....... .... -..."",.. - ........... ............ ....... ......-.... ............ ......
islands in Carribean surro~~ding St. Mal:ten.
6. the S;lendour of the Seas was ~.d :y tr.e ~ef.~dant and
at .:l :i:.s r.l.va~t he:e:c. =e~@=s c~ her crew, the
ship'S doc:cr. and captain, we:e a;.~~s. serVant., or
.:plc-l....s, ;,.;~der the di:ec: ccr~~rol o! t~.e refer.dant.
7. :~e ?lai~::f:s flew to Flcrida O~ E~~=ay, :ebr~a~y 22,
199i to beard the Sple~dQur c: :he S~as, and shared a
l~xury ca=in together.
0:: ':'uesday February
8.
24,
1997,
Vc
4..- .
McKai::-Toomey
and telephoned
c:scovere= some minor,
vaginal spotting
~e= husta~d, a ;hysi~::~, who, a::er :isteninq to his
wi:e's s~~ptoms, determined that s~e had had a
miscarriage.
9. Her husb~~d indicated that there was no medical emergency
~~d that she should relax, enjoy herself and continue her
vacatio:-:.
10. ~~ a preca~tion, he indicated ttat s~e s~ould i~:c~ the
ship's dcctor of what had occured.
11. W~e:-: the Plaintiffs went to the s~ip's docter, he
declared immediately a medical emergency, without
bctherin; to exa:ine Ms. McKain-Toomey =eyond taki::g her
~~_se and blood p=ess~re, which we=e ~:~al.
12. The Plai:::iffs were info~ed that a :1000 transfusion was
pcssibly needed a::d despite the fact there was minir~l
bleeding, they would be r~~oved from the Splendour of the
Seas.
13. Despite verbal protests from the Plaintiffs that this was
unnecessary, both women were forcibly evicted from their
cabin.
14. The wemen were informed they would be transferred to a
beat offshore containinq medical ~er$o::nel and taken to
C~=acao t: treat Ms. Mc.~ain-rocmey.s nc~-exi!tent medical
emer<;e~::j; .
15.
In fact.
they
wl'lich
were
transferred
.~
..~
a
tuqboat at
no medical
~i;::~:.:.:te.
had no medical tacil::les,
pe:s:~~e:, a~j wh~se crew spcke ~c ~~;:~st.
16. '1'::e two \oI;aen were promised that a !~~?' s aqent would
a:t~d :~~ thre~~out their s:ay ~~ Curacao, but noth1nq
of the sc~t occurred.
17. Jespi~e ::..e p==mise of Ir'ledical ::eatnle::t, :-.: ::'.edical
treatme~: was ever give~ to Ms. McKai~-:oomey, altho~gh
the hOFsi:al on Curacao took a "deposit" of $2000.
18. After bei~g medically discharged, ~s. McKain-Toomey and
the Plai~ti:f boarded a plane to St Maarten's, where a
"lux~=y t::el room" awaited them ~~:il :~e Sple~dc~r o~
the Seas d~cked o~ Thursday, Feb:t:a:y 26, 199i.
19. The "luxt:ry hotel room" was infested by vermin, dirty,
and small.
20. When the two women were permitted to rehoard the
Sp1endcur a: the Seas on February 26, 1997, they were
:ocked :~: 0: her cabin, had ~~ p:a=e to stay, and the
Plaintiff missed the educational lectures, Which was the
oriqina: ;u:pose of the trip.
21. As a resu:t of the acts of the Defendants ~~d its agents,
serv~~t$t cr e:ployees, the Plain:i~~ suffered pec~niary
damage, ta=ass~e~t, h~~iliatic~, and ~~law!ul restrain:.
COUNT I --BREACH OF CONTRACT (FAEBER-CHRENCIK)
22. .~ll prece:1ing paragraphs are incorporated as if
incorporated herein.
23. The Plaintiff, raeber-Chrencik, and the Defendant entered
into a contract for services, a partial copy is attached
as Exhibit A to the original camplaint.
24. The acts described herein by the Defenda~t constitute a
:reach o~ :~at co~tract.
25. .\5 a re!:;lt of :hat breAch of cC:-'.::ract ~h. Plaintiff
suttered ;':i;:'...:y:
a. A ce~p:e~e less of value of tht trip.
...
-.
A~d:t::~I: costs and exp~n!es c~c~ she was forcibly
:.~=Vf: t:cm :~e Spl.~de~: c~ :~e Sets.
c. C;~s.~~fr.:il: da~a;.s to h.r e.j1ca~ practlce.
WH!~FORE. :~. ;:l.~:l~~ j~~ands ~~d~..~~ ~~ an ~ount not to
removed from the Splendour of ~he Seas.
c. Cc~se~;ential d~~ages to her rr.edical practice.
d. E~arrassment.
e. Humiliation.
WHEREFORE, the Plaintiff demands j~d~ent in an ~ount
not to exceed $35,OO~.
COUNT IV--BREACH OF CONTRACT (MCKAIN-TOOHEY)
23. All preceding paragraphs are incorporated as if
incorporated herein.
24. The Plaintiff, McKain-Toomey, and the Defendant entered
into a con:ract for entertai=ent services, a partial
copy is at:ached hereto as Exhibit A.
25. The acts described herein by the ~efendant constitute a
breach of ~hat contract.
26. As a result of that breach of contract the Plai~tiff,
McKain Toomey, suffered injury:
f. A complete loss of value of the trip.
g. Additional costs and expenses once she was forcibly
removed from the Splendour of the Seas.
h. Conse~~ential damages to her medical practice.
WHEREFORE, the Plaintiff demands judgment in an amount not to
exceed $35,000.
27.
COUNT V--FALSl
All preceding
tMPIUSONHEMT (!CJCAIN-TClCIG:Y)
paragraphs are inccrporated
as
if
incorporated herein.
28. The Defendant, its agents. servants, and employees,
intentionally, forcibly, and unlawfully restrained the
Plaintiff. KcKl1n-Tooluy. aqainst her will. when they
were with:~t reasen to de so.
29. As I res...;:: o~ that ::eaeh of ccn::-ac:t the Plaintiff.
MCKain Toomey, suffered injury:
a. A complete less of value of the trip.
removed from the Splendour of ~he Seas.
c. Co~s~~~en~:al d~~ages ~o her rned:cal prac:ice.
d. ~~a=:assment.
e. H~~liation.
WHEREFORE, the Plaintiff de:ands jud~ent in an amount
not to exceed $35,:00.
COUNT VI--NEGLlGENCE (MCKAIN-TOOMEY)
30. All preceding paragraphs are incorpor~ted as if
incorporated herein.
31. The Defendant is in the business of providing
entertai:-..::lent to its passengers a=:c owes a duty of
reascna::e to i~s passengers for ~~eir protection a=:c
safety.
32. The Defendant breached that duty in the acts described
herein.
33. As a res~lt of that breach of co=:tract the Flaintiff,
McKain-::cmey, suffered injury:
a. A co=plete loss of value of the trip.
b. Additional costs and expenses once she was forcibly
re~:ved from the Splendour of the Seas.
c. Consequential damages to her medical practice.
d. tml::arrasSlllent.
e. Humiliation.
WHEREFORE, ~~. Plaintiff demands judgment in an amount not to
exceed $35,000.
RESPECrrJLLY SU3MITTED,
71Ic.
Shawn A. 90larth Esqulre
A:torney A: Law
120 South Stree:
Harrisburg, PA 17101
717-232-4227
i
III
U'
':T
g
o
~ot Reported in F,Supp,
1995 A.M.C, 348
(Cite as: 1994 WL 405919 <N.D.m.))
John MORAITES, Plalntltf,
v.
ROYAL CARIBBEAN CRl:ISES, LTD..
DefendanL
No. 94 C 3762.
l:nited States District Court. ~,D, Winois,
Eastern Division.
July 29, 1994,
~(E~lORA.."'DL,)[ OPDiIO~ .-\.."'0 ORDER
CA,:,'TILLO, District Judge,
-I This action ariaes out of a personal iJIiury
sustained by plaintifi'. John ~[oraites, while he
..as a passell(er on one of defendant Royal
Caribbean Cruises Ltd. 's cruise ships,
Defendant has moved to dismiss under Rule
121bXS), claiming that venue is not proper in
the Northern District of illinois because the
cruise ticket plaintifi' purchased contains a
forum-selection clause requirill( that all
disputes arisiII( in connection with the cruise
be litigated in a court in ~liami. Florida.
Specifically, the ticket states:
It is acreed by and betwHn passenpr and
carrier that all dispute S and matte"
..h.1uoever arisinc under. in connection with
or incident to this contract ..'W.l be lincated,
if at all. in and before a court located in
~liami, Florida, t:,S,A., to the exclusion of
the COurtll of any other state, territory or
country, Pauencer hereby ..ai ves any venue
or other objection that he may have to any
such action or proceedinc bein( b1wcht in
any court I.....t~ in Miami, Florida.
Defendant &J'IUeS in the alternative that the
court should :nnsfer this action to the United
States District Court for the :5outhem District
ofFIorida punuant to 2g l"SC I U06Ial,
..u s pllitral rule. Corum'Mlection clauses are
"prima facie y&lid and should be enforced
unl... enfortelD<tnt is shown by the resiJtiJI(
patty to be W1Auonabl. und<tr' the
cU'CWlIStanc'es, " ~S Brelllltn y Zapata Otf,
5h"re Co . ~,)~ l- 5 l. 10 i I~~!\ [v.n ..h<tre
th.. i;,n.uu ds~ .subllsh<ts s relllOte for'W!l
Page 1
for resolution of conf1icu, the resisting party
bears a "hea,1' burden of prool"' of unf:timess,
ld, at 1~.
In a case strtkill(ly sunilar to this case, the
Supreme Court upheld the enforceability of a
forwn-sel.,.,tion clause in Carnival Cruise Line
, Inc, v, SI.ute, 499 (;,5, 585(1991). Like Mr,
~Ioraltes. :he plaintiff in Shute purchased a
ticket contai ning a clause selecting Florida as
the forum, '" as injured on the cruise, and filed
suit aga11lSt the cruise line in her home state
of Washington allecing negligence, The cruise
line moved to dismiss for improper venue and
the district court cranted the motion.
Following revenal by the court of appeals, the
Supreme Court held that the court of appeall
erred in refusing to apply the forum,selection
clause, In doing so, the Court rejected the
argument that a non-negotiated forum.
selection clause is per se unenforceable, Id. at
593, Rather, the Court listed several
j~'tifications for permitting the cruise line to insert a reasonable forum clause in a form
contract, including the cruise line's "special
interest" in limiting the number of fora in
..hich it potentially could be sued. the
"sa1uta.l7 effect" of dispellinc any confusion
about ..here suits arising from the contract
must be brought and deitnded. and increased
benefiu to passell(en in the form of reduced
fares retlectinf the savill(s that the cruise line
ellioys by limitini the fora in ..hich it may be
sued, Id. at 593.94,
The Court also h.ld that the forum selection
clause did not violate the Limitation of V_I
Owner's Liability Act, 46 U,S,C,App, t 183c
..hich lUtes:
-2 It slWl be unlawful Cor the ," owner of any
v'SHI tranlportinC' passell(.n between porta
of the l'nited States or betwHn any ruch port
and .1 foreicn port to insert in any rul.,
~gulation. contract. or acnem.nt any
provUion or limitation ., 121 purportinC in
such e..nt to I....n. ..eaken. or aYOid the
ngllt of any clsimant to a tnal by court of
competent jurudiction on the qu.stion of
bability for such I"" or injl.\rY. or the
meu.tre Jf d~s therefor All such
pl":lVUIOIl.l or Iillut.ttlJM c.lnt.l1llitd in any
C"pt' · 'i\'flt 1997 ~o Ctwn tJ '-'"' l' S G.l~. ViMU
\ '. I "! I \\ '.
.
~ot Reported in F,Supp,
(Cite as: 1994 WL 405919. "2 C'i.O.D1.))
such rule, regulation, contract. or agreement
are hereby declared to be against public
policy and shall be null and void and of no
effect,
As the Court explained. "the clause states
specifically that actions arisin&' out of the
Passllie contract shall be brought 'if at all,' in
a court 'Iocated in the State of Florida,' which.
plainly, Is a 'court of competent jurisdiction'
within the meanin&' of the statute," Id. at 596,
Plaintiff'makes no effort to distinguish Shute,
Rather, plaintiff' claims that Shute no longer
accurately reflects the law, Without citing
any authority, he lU'iUes that the ~ovember 4,
1992 amendment o( 46 U,S,C,App, I 183c by
Pub,L, 102.587 chanied the law so that 1183c
now forbids the use of a forum. selection clause
which limiu an injured passenger's selection
of judicial forum in any way, The November
1992 amendment substituted the words "any
court" Cor the word "court." l" ruler plaintiffs
interpretation, the amendment prohibiu the
use of a forum,selection clause at all,
Plaintiffs interpretation 11 completely
WlSUpported by the leiislative history or the
case law, On the contrary. recent decisioDl in
this jurisdiction post-dating the ~ovember
1992 amendment indicate that Shute is alive
and ...ell, See, e.jf,. Hugel v, Corporation of
Lloyd's. 999 F,2d 206, 210 ,7th Cir,19931
'~ltilli Shute in the conten ~i a discussion
natilli that (men stipulati.,n cl:l.uses are
prima facie valid and routinely enforced
absent a findin( o( unreasonableness); crr
Group Credit Finance, Inl:, v, Lott. No, 93 C
548, 1993 WL 15761i' rn,o,m. 30lay 13, 1993)
I same I.
~Ioreover. plaintiffs interpret.nion is refuted
by the subsequent history of the statute itself,
On DKember 20. 1993 Coll(l"tSS amended the
statute again, see Pub,L, 11)3.2~6, this time to
chance the words "any court" baclt to "court..
Thus, enn if COnereH had Intended the
:-.iovember 1992 amendment to ban the
COllSl!quences attributed to it by plaintiff' (an
:1\'IU1Ilent the court l'tJeCU1, C oneresa had
ch~ IU IlUnd by OKemller : ~1
Bot<.l... tN, '... IS f')vernttd by Shute. the
Page 2
court would be justified in dismissing the
action for improper venue, However, rather
than dismissal, the court believes justice
would be better served by tr:lllSferring the
case to the l'nited States District Court for the
Southern District of Florida under 28 L',S,C, I
UQ6!a), See. e,g" Benvenuti & Stein. Inc, v,
Computer Software Specialists, Inc,. No, 87 C
2507, 198i' WL 12699 rn,D,ru, June 12. 1987)
(court applied forum, selection clause in
contract and tr:lllSfelTed case to Florida
pursuant to 28 1".S,C, ~ UI)6!all,
"3 Plaintiff' has tried to avoid this result by
arguing that ChiclliO, illinois is a more
convenient forum in ..hich to conduct this cue
than Miami, Florida. Accordin( to plaintiff,
many of the witnesses reside in illinois,
plaintiff himself resides in illinois. and
plaintiff was treated for some of his izliuries in
nlinois, Defendant has countered with its own
list of factors favoring transfer: defendant's
corporate office is located in Florida. the
documents relating to the accident are located
in Florida. and the personnel aboard the
cn1ise ship at the time of plaintiffs lIC1:ident
were employed in Florida. The accident itself
ocCUl'nd in the Paciiic Ocean off the coast of
~Iexico,
The Supreme Cour: weighed IIl3JlY of these
same f3CtOrs i.'\ Shute and found them
Insufficient to override the forum,selection
clause, '-Irs, Shute resided in Washiniton, the
defendant cruise line had its prinl:ipal place of
bu.siN!sa in Florida. and the accident occurred
off the coast of 3olexico, The Court noted that
"Florida is not a 'remote alien forum,' 110I'-
iiven the fact that :'Irs. Shute's 8<<ident
occurnd off the coast of :'lexico-is this c!ilpute
an essentially 10C3l one inherently more suited
to resolution in the State of Was/uncton than
in Florida," Id at 5:J.1 Therefore, absent an
alIeralion that 3olrs, Shute laclted notice of the
forum clause. the Court conclud.td that :!tIn,
Shute had "not satisfied the 'Mary burden of
proof: required to set :aside the clause on
iJ'Ounds of incon'Nlruelll:e." Id. at 595
The present flCtJ :omptl the same result.
P\aintl.t1' W lli.lt c1ll,,(ed that hot laclted notice
of the f~rum cl.l~" :r that hit w;u Induced to
Colpr · W!st lq<J; :-Ill Cla1m to Onl t" S G.lvt Woru
\" .. '\'
\ i :., II \ \
.
REBECCA FAERBER-CHRENCIK 81.
PAULA MCKAIN TOOMEY
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY , PENNSYLVANIA
PLAINTIFFS
NO, 1997-4288
v,
JURY TRIAL DEMANDED
ROYAL CARRIBEAN CRUISES LTO,
DEFENDANT
ANSWER TO PRELIMINARY OBJECTIONS
\. Admilled
2, Admilled
), Admilled
4, Admitted,
5, Admitted in part and denied in part Admitted to the extent that whal is included at
Exhibit A is an unsigned portion of a form cruise ticket prepared by the Defendant,
but denied to the extent that this constiutes the whole titket,
6, Denied as a c:onc:lusion oflaw for which no response is required,
7, Admitted in part and denied in part, Admitted that the unsigned portion oftlle ticket
prepared by the Defendant contains a boilerplate provision seven! pages into the
ticket with paragraph 6 in it, but denied that the client knew, agreed. or
acknowledged the terms as recited therein
8. Denied as a conclusion of law
9. Denied III c:onclusion oflaw
10 Denied IS . c:onclusion of law
II . Denied IS I c:onelusion of law
12 Denied as. conclusion oflaw
\\lIEREFORE. the P1aintiA's demand the pmiminary objections be dismissed
RESPECTfUl.L Y SUBMITTED.
~.G~
ShaWft A Botll1b Esqui~
120 Sooth Stnd
IIanisburJ. r ^ 111 0 I
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9, Denied, After reasonable investigation. answering Defendant is without infonnation or
knowledge sufficient to fonn a bcliefas to the truth of the avennents of Paragraph 9 of the Complaint
and they arc therefore denied,
10. Denied. After reasonable investigation. answering Defendant is without infonnalion or
knowledge suffieienl to fonn a bcliefas to the truth of the avennents of Paragraph 10 of the Complaint
and they arc therefore denied,
II. Denied, After reasonable investigation. answering Defendanl is withoul infonnation or
knowledge sufficient to fonn a belief as to the truth of the avennents of Paragraph II of the Complaint
and they arc therefore denied,
12, Denied, After reasonable invesligation. answering Defendanl is without infonnation or
knowledge sufficient to fonn a belief as to the truth of the avennenls of Paragraph 12 of the Complaint
and they arc therefore denied,
13, Denied, After reasonable invcstigation. answering Defendant is ",ithout infonnation or
knowledge sufficient to fonn a belief as to the truth of the avennents of Paragraph 13 of the Complaint
and they arc lberefore denied,
14, Denied. After reasonable invcsligation. answering Defendant is without infonnation or
knowledge sufficient to fonn a belief as to the truth of the a\ennents of Paragraph 14 oftbe Complaint
and they arc therefore deniC\l,
IS, DeniC\l, After reasonable investigation. answering Defendant is w;thout infonnation or
knowlC\lge sufficient to fonn a behef as to the truth of the lI\ennents of Paragraph IS \,lfthe Complalllt
:and they arc therefOl'C deniC\l,
',l.
16, Denied, Aller reasonable investigation. answering Defendant is wilhout infomlation or
knowledge sufficient to foml a belief as to the truth of the avemlenls of Paragraph 16 of the Complaint
.md they are therefore denied,
17, Denied, Aller reasonable il1\'eSligalion. answering Defendant is without infomlalion or
knowledge sufficient to form a belief as to lhe truth of the averments of Paragraph 17 of the Complaint
and they are therefore denied,
18, Denied. After reasonable investigation, answering Defendant is wilhout information or
knowledge sufficient to form a belief as to the truth of the averments of Paragraph 18 oflhe Complaint
and they are therefore denied,
19, Denied, After reasonable investigalion. answering Defendant is without information or
knowledge sufficient to form a belief as to the truth of the averments of Paragraph 19 ofthe Complaint
and they are therefore denied,
20. Denied, After reasonable im'estigation. answering Defendant is wilhout information or
knowledge sufficient to form a belicf as to the truth oflhe averments of Paragraph 20 of the Complaint
and they are therefore denied.
21, Denied, Aller reasonable investigation. answering Defendant is without information or
knowledge sufficient to form a belief as to the truth of the a\erments of Paragraph 21 of the Complaint
and they are therefore denied,
COl1NT I . BREACH OF COt\'TRACT
22. Denied except as otherwise admitted,
2.l Admitted,
-4-
REBECCA FAERBER-CHRENCIK &
PAULA MCKAIN TOOMEY
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
PLAINTIFFS
v,
NO, 1997-4288
ROYAL CARRIBEAN CRUISES L TO,
DEFENDANT
JURY TRIAL DEMANDED
RESPONSE TO MOTION FOR SUMMARY JUDGEMENT
1. Admitted,
2, Admitted in part and denied in part, One of the counts in lhe complaint is indeed a
breach of contract, However. the Complaint in addition establishes that the whole
cruise as it concerned the women was filled with negligence and wrongful actions by
the Defendant.
), Denied, Plaintiff Faerber was instructed to leave the boat at the time as Plaintiff
Toomey,
4, Admitted in part and denied in part, The Motion for Summary Judgema1l reiterates
the argument which the Defendant made in Preliminary Objections and which this
Court rejected because even iftrue. the Plaintiffs had to have "sufficient notice of the
forum clause before entering into the contract for I cruise" and as indicated at 8, they
did not and could not have had such notice,
S, Admitted.
6, Admiued,
7, Admitted,
I, Denied for the reason that the paragraph in question is buried on pap 12 of the ticket
as contained in Exhibit B of the Plaintiffs Motion and It the ~ trlnJa'ipt
contained at Exhibit C, Faaber indicated complete surprise at the uistence of such
I pnwiaiM NT- Jo-1I, 34
9 Dtnied for the rebOft that tllm is I flCt\lll ambipity about whether the PWntitrs had
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siates, "[ilt is agreed by and between the passenger and carrier Ihat all dispules and mailers
whatsoever arising under, in conneclion with or incident 10 this contract sh~1I be litigated, if at
all, in and before a court located in Miami, Florida...... See Ticket Conlracl' 6. It cannot be
disputed that the alleged injuries, for which Plainliffs complain. arise, are connected with or are
incident to Plaintiffs' voyage on Ihe "Splendour of the Seas" for which the contractualtenns
conlained in Plaintiffs' ticket control. In fact, Ihis point is impliedly conceded by Plaintiffs as
their complainl is based on the breach of that very contract which contains the forum selection
clause. See Plaintiffs' Complaint, Counts I and IV.
In addilion, il is well-established that federal maritime law governs Ihe validity and effect
of the pro\;sions of passenger cruise tickets even if the suit arises from an accident that took
place on shore. See.. e g , Colhy v ~egian Crui~e I ine~, In" . 921 F. Supp, 86 (0, Conn.
1996); Bctg \'. Royal Carihhean f'rnis~ I TO, 1992 \\'1609803 (0, NJ, 1992) (attached as
Exhibit" A"), In Cclhy, the plaintiff was traveling in Ihe Caribbean as a passenger aboard a
cruise chip when she went ashore in Jamaica to go horseback riding resulting in injury when she
was thrown from the horse. Cclhy, 921 F. Supp. at 87. The court rejected the plaintiff's
argument that Connecticut law should determine the validity of the forum selection clause in the
passenger ticket and explained thai federal maritime law applies even iflhe suit arises from an
accident that took place on shore. Ill. at 88 (holding that forum selection clause n:quiring aU
suits to be broqht in Florllh was vahd and enforceable). In Ber&. the plaintiffwas injured while
on land durin. . pori of caU, The court after examining the terms of the contract as written on
the RCCL ticket (the same ticket contract as before this Coun). found that the ticket's terms
-3-
~
::T
[
>
Not Reported in F,Supp,
1994 A,M,C, 806
(Cile as: 1992 WL 609803 (D. N.J.))
Page I
Michael A. BERG, et aI., P1aintifT,
..
ROYAL CARIBBEAN CRLlSES, LTD., et
aI., Defendants.
OPllI,nos
lAura Berg's cruise passenger ticket
cootract slales prominently on the cover page:
nus IS YOUR TICKET CONTRACT, IT
IS IMPORTANT THAT YOU READ ALL
TERMS OF THIS CONTRACT. THIS
TICKET IS NOT TRA.'':SFERABLE AND IS
NOT SUBJECT TO ALTERATION BY THE
PASSENGER,
(Be.. Cruise Ticket Cover Page. anDexed as
Exhibit A to the Affidavit of Weody Zepemick
daled November 23. 1991), Paragraph 2(vii) of
Ibe ticket contract sets forth a cootractual
Iimilatioo of ..tiDOS period, That paragraph
SlaDds out prominently from olber provisiDOS
of Ibe CODtnct in that it is priDted in upper
case leuen of a large l)'pe size, and is set forth
in wbite print against a darlt colored
backgrouDd, unlike the other terms of the
cootract, The secood sentence of that
paragraph Slales. io relevanl part:
SO SUIT SHALL BE MAI:o.,AlSABLE
AGAI!\ST THE CARRIER OR VESSEL
FOR .., PERSONAL lNIL'RY .., OF THE
PASSE."GER UNLESS WRITTES SOTICE
OF THE CLAlM, \\lTH FULL
PARTICULARS. SHALL BE DEUVERED
TO THE CARRIER OR ITS AGE." AT ITS
OFFICE AT THE PORT OF SAlUSG OR
AT THE PORT OF TER.\IISATIOS
\\lTHIS SLX (6) MOSTHS FROM THE
DA Y \\'lIES Sl.'CH PERSOSAL
ISJURY OF THE PASSE....GER
OCCURRED; ""''D IS NO EVE.', SHALL
"""'Y SUCH SUIT FOR """'Y CAUSE
AGAINST THE CARRIER OR VESSEL
FOR .., PERSONAL INfu'RY ... BE
MAINTAINABLE UNLESS SUCH SUIT
SHALL BE COMMENCED \\100."1 ONE
(I) YEAR FROM THE DAV \\'HE.... THE..,
PERSOSAL ISJURY OF THE
PASSE....GER OCCL'RIlEO.
NOT'l\TrnST"""OISG ...."'V PROVISION
OF LAW OF A.''Y STAn OR COUIIo'TRV
TO lHE COlli'TRAR V,
(Cruise Tocket. _xed as El!Ubit B 10 dtt
AffIdavit of v.'eody Zepemick dated November
23, 1991).
Ci.. A. No. 91-4957.
Uoited Slat.. District Court, D, Sew lersey,
Feb, :0, 199:,
Dlvid p, Pope. Ribis. Graham &. Curtin
Morristowo, Nl. for plaintiffs,
Geo..el. Koelzer. 101m p, FJaoagan, Obet,
Kaler. Grimes &. Schriver, Edisoo, for
defeodaotJ.
WOUS. District Judge,
01 This is I diversit)' I:tioo based DO
penooal injuries sustained b" plaintiff lAura
Berg duriog the course of a cruise vacatioo
booked with defeDdaot Royal Caribbean
Cruises, Ltd, (.Royal Caribbea:l'), Befon: the
Court is the motion of Royal Caribbean for
sumawy judgmellt 00 all :OUlltJ of the
complaint on tbe grounds that the CODtractual
limilalion of actiOlls period bid fUll before suit
wu commeoced. and that u a mailer of law
Royal Caribbean is DOt estopped from
....rting the limitatioll of acliODS prD\isioD,
For the IUJODJ that follow. the Court will
grant Royal Caribbean'. moIioo,
BACKGROI.::o.'O
On October 12, 1990, whil. 00 a bOlll!YIllOOll
crui... lAura Berg was injurtd OD the Island
of lAt.dee. a scbeduled port of call for the MI
\' Song of America. I v....1 ....1Ied and
operated by Royal Caribbean, lAura aad
Michael ... have alleged 011 illformatioo and
belief that dllt private beadl facility ..here dllt
injury oceumod ..u OWMd, Ieued. ..po. 'M or
otberwi. lIIIder the CCCltrol of floyal
Caribbee_ MkbaeI", bas aile'" a claim
per qIIOcI CGlIIDCti... IlIlisit,
The lIerp. tbroIlJh retaiDed e-..l.
aotif\ed floral Caribbean of theit iI\iuria IIId
...... a demud for po~ of '150.00000 ia
Cop< · 'I.'... 1997 So Claim to on., U,$ Go\t \\'01\.
\\ 1....1 U\\
I
Not Reported in F,Supp,
(Cite as: 1992 WL 609803, 01 tD.N.J.))
I letter dated September 6, 1991. In the IISI
pltlgrapb of thlt letter, the Bergs' counsel
silled thallbe offer would remain .open unlil
October 8, 1991, II w'bich time I Complaint
will be filed.. (Exhibil A to the Ber, Brief in
Opposition),
02 In response to the September 6, 1991
letter, Henry C. Henl.Jc:hel, I claims adjuster
for Royal Caribbean. wrote I Ielter dated
September 25. 1991 in which be ..,knowledged
thlt LAura Berg's injury 'WIS an unfortuolte
incident albeil I very minor oDe., and Silted
thai .We bope we can Igree it is nOlllw suit
material., (Exhibit B to the Berg Brief in
Opposition), Further, Henl.Jc:bel wrote that
Royal Caribbean .would be willing 10 settle
with Micbaeland LAura Berg for SISOO plus
any out-of-pockel upenses.. (ld,),
Significantly, in I clear reference 10 the one
year limilltion period. Henucbel wrole in the
last ....tence of the letter: . W e look fo"...rd
10 bearing from you before Oc,~ber 12. 1991..
(ld,),
The Ber,s' counsel wrote a secoocl letter 10
Royal Caribbean dated October 10, 1991. in
wbicb the settlemenl demand .. IS reduced 10
S75,ooo, Illtxplieably, the leu" further states
that the .offer remains open UDtil October 28.
1991,1\ ",hicb time I compllint "'ill be filed,'
(Exhibit C to the Be.. Brief III Opposition),
Applrallly, after the one ~ eu limilltioos
period bad NO, on Octcber 21, 1991.
Henucbel informed the Bergs' counal in I
telephone CODvenatiCD that the Bergs' claims
were time4lund wsder tIse titbt c:ontnct. In
I letter dated October 22. 1991. HtlIbcbcI
memoriaJiad tIse telephone c:onvenatioa and
further utonded I settlemenl offer of $3000, I
sum thai Henl.Jc:hcl estimated "'",,Id be
upended by Royal Caribbean '0 lIISWer any
complainl filed by the Bergs and 10 iii. I
motioa for IlIIIlIlSIly judglllOtlt buod CD the
tOIllnCtIIII time bar, (Elhibit D 10 tIse Bera
Brier Us Opposition),
OIl OclDber 21, 1991. _ diu _ ,_
Il\.or LAlan Berg ......i-t uvury CD I ......,
tIse Beras IIItd Illit ill __ cotIl1 al1qiq
tluee COUIStI or ....lia-co' 1\0 cDlllplalal_
.~ 011 Octaller 21, 199111I add ~1I 0(
Pllie 2
breacb of the implied covenant of good faith
and fair dealing, and estoppel. Both of these
counts Ire based 00 the correspondence
berween H.nucbel and the Bergs' counsel.
Count Four aI'eges that Royal Caribbean
.Iull[ed) plaintiffs into believin, thai
meaningful settlemenl negoliltions were
taking place, only 10 use these negotiations 10
allow the contracruaJ slltute [sic) of
limitations 10 Ilpse,. (Amended Complainl
Fourth Counl , 7), Counl Five alle,es thll
Royal Caribbean .misrepresented iu
intentioos in conlinuin, seltlement
negotiations. and thlt .plaintiffs bave
righlfully relied upon said misrepresenlltions
10 their delriment.. (Id. at Fifth Count " 2-
3),
Royal Caribbean removed this action from
sllte Courl on November 13, 1991. It then
filed iu answer and now moves for summary
judgDleftI on all Ii\e counts of the compllint,
[FSI)
DISCUSS/OS
Summary judgment sball be granted if .the
pleadings, depositioos, lDIWen to
interrogatories. and admissioos on file,
together w'ith the Iffidaviu. if an)', sbow that
there is no genuine iuue as to any malerial
r..,t and thai the 1DO\'ing pony is entilled 10 I
judgmenl IS I matter or Ilw,. Fed,R.Civ,P,
56(c); .... Hench v, Allen Products Co" 719
F,2d 230, 232 (3d Cir,I986), In making this
detetminatioo. . court lllllSl dn,... all
reunaal>le iDCeretsceo Us (avor or the _-
~anL Meyer v, Riegel Proda, COlp,. 720
F,2d 303. 307 Q, 2 (3d Cir,I983). c:ert,
dismiued, 465 V.5, 1091, 104 $,0, 210U
(\9841.
A, Counta OtIe through Three
OJ Umiwiou provbiou ia .......
licbt CODll'IlctJ are ealorceabIe. .. .... u
tIse7 !law .... IWI"'lI"\lI)' - Ti,.....T~ 10
IM...-aw. Want.. MII'JIIII Two. r.e"
III F,U 242 (3d Qr,I9IT). PIaiJltilfl . DOl
di.... dill tIse limilatiou pl'OV1aiots _
.~"'WJ (Q UI 1/--1- to ... ill dae
ticbt L<ll4U..t, 9<1ledIer tersssI of . ~
C.." · Wilt 19n ~ Claim... ong, U.S. Go\I, "'on..
\\ I S 11.\\\'
a
Not Reported in F.Supp,
(Cite as: 1992 WL 609803, 03 (D.N.J,))
contract bave been reasonably communicated
is a question of law to be determined by Ibe
Court, Hodes v, S,N,C, Acbille uuro, 8S8
F.2d 90S, 908 (3d Cir,1988),
The Court finds that tbe limitation of
actions provision was adequately displayed in
the contract sucb that it was reasonably
communicated 10 tbe Bergs, Unlike most of
the conlract. thaI provision was set OUI in
upper case leuers and was prinled in wbite on
a dark background. Additionally, the I)'pe
size used is larger than is used for other terms
of the contract. lAst, on the very first page of
the contract, the pa.sseoaer is told. in similarly
larae upper case print set out on a darIt
background, that it is important to read all
terms of the contract. A similar provision was
found reasonably communicative by the late
Judae Mitcbell H, Cohen of this District in
Williams v, Royal Caribbean Cruise Lines.
Inc,. 1991 A,M,C. ~37 (D,S,J, 1990), This
Court finds that Williams is persuasive
authoril)'. Hence. the limitations pro\'ision is
enforceable against the Bergs to tbe eXleDt
that it is applicable,
The only issue raised by this motion is
wbether the limitalioos provision in uura
Berg's ticket contract is broad CllOUp to
encompass claims arising from a pa.sseoger's
activities on land at a scboduled port of call.
Royal Caribbean useru that the COIltractuaJ
provision ban any claim apinst Royal
Caribbean that &rOM durica the cruise and
that was DOl filed within one year of the
0CCIImlDCC. &era userts that she is _a
Royal Caribbeatl in ill c:&J*'it)' as an owner or
operator of land. and DOl .u I ship _ or
operator, . (Bera Brief iB Opposition at 7),
Therefore. she cootendJ that the COlltraetual
provision simply does DOl apply to this action,
III Hodes. the Third Cimoit beld that
A pa.sseop ticket for an _ ''O)'IP is .
maritime contnd. Aerordiqly. .'hedlcr
ticket ecaditiou form JlUl of tlIa pa.sseop'l
eoetnll:t and tlIa .ffIe' Illell eonditiou
sbollIcI be a/fcmW ale lIIIIIen IO"'lmecl by
the pun! mariti_. 110I the IoeaJ .....,
.....,
Hodes. an F,:of II t09 {cilalioD1 ami.....},
Paae 3
Thus, the breadth of Ipplication of the
limitations provision of uura Berg's ticket
contract is I question of federal maritime IIW,
[FN2)
The parties both concede thaI there is no
extant ease law authoril)' in wbicb a plaintiff
wu inju~, Ita scbeduled port of c:al1 durina
the course of . cruise. on land owned by the
carrier, and prcc:luded from suil by I time
limitation contained in I pusenser licket
contract. Nevertheless, that plainliff wu
injured on land instead of on board the cruise
vessel is not I critic:al dislinclion per Ie, What
ia critic:al is whether the contract, by ill terms.
properly reacb.. actions arisina on land owned
by Royal Caribbean, After dosely euminiaS
the IanJUAle of the ticket contract, the Court
cooeludes thai, u a matter of IIW, plaintiffs'
daims an: time-bamd. [FN3)
04 'Passenser. is defined in the contract u
indudinS .IU penons t","ellinS under this
ticket and his and their heirs and
representatives,. (Cruise Ticket. pap I, Exb,
8, Zeperoick Aff,) (emphasis added), It is
significant that "puleD,er', u that term is
used in the contract, is defined u I penoa
"Iravellin, under' the cootract, When
plaintiff wu injured, sbe bad not yet reached
bet final destination, She bad merely stopped
over brieny 11 a pan of call scheduled 00 the
cruise itinerary. and disembarked for an
activil)' "",beduled by the Royal Caribbeatl
ltalf.. (Affidnit of Laura 1lerJ, . 2), It wu
dear that Royal Caribbean's eootnctuaJ
obliptioos to uura Bera bad DOl ended. and
that she would returIllO the _I to .....ip....
bet travels. She...u therefore clearly
.travclliaJ under. the ticket COIItraet at the
time of ber injury, Thus. under the pIaill
lanpaae of the ticket cootract. at the time of
bet injuries, uura BetJ ...'u I "pa.sseop.
within lbe mouiaa of lbe coattllCl. if DOl
within the mouiaa of the a-nI mAritia.
law, [fN~)
fIutber. "Carrier. is deftaed, ill ralnut
part. u .Royal CaribbuD eNi.... ltd,. (14,).
This clallDitloll it pWa IIl4 __.-. It
.. DOt. u plUtilfs IUJIIII. limit ..
R' -Ifta of .carrier' 10 Royal eanw-.
o.,.r. · 'to'11I1991 No Clai.... on" U,S, Gooi, Wocb
\ \ i .'> i i \\ \
.
Not R.ported in F,Supp,
(Cit. as: 1992 WL 609803, .4 (D. N.J.))
Icting in its caplcily .. carri.r. IS thatt.rm is
und.nlood und.r g.n.raI maritime Ilw. To
impose such I constNclion on the tick'l
contract would burd.n thll contract with an
artificial Iimil.ltion It varianc. with its plain
import. Thus, IS witb .p....ng.r.. see supra
nol. 4. th. t.rm .carri.r. is d.fined more
broadly und.r th. contracl liwl it is by the
g.n.raI maritime Ilw.
Read tog.th.r wilb th. d.finilions, the
Ictions limil.ltion provision in the tick'l
contract unambiguously cov.n Laura Berg's
causes of action arising from b.r injuries
sustained on Labadee, Under that provision,
any claim Igainst Royal Caribbean in any
capacily for personal injury sustained by
Laura Berg wbil. .trav.lling under the
lick.l. must blv. been commenced within on.
year from the date of that injury, Th. Bergs
did oot comply with this contractual
requirement. Th.refor.. Iheir claims are
lime-barred,
8, Counts Four and Five
Ro)'a1 Caribbean has also moved for
summary judgment on counts four IIld five of
the Bergs' COmplainl, ~ counts, wbicb
arise 0'111 of communications between Royal
Caribbean IIld the Bergs' counsel. all.,. thaI
Ih. conlractual limitations period should oot
be enfon:ed due 10 the bad faith conduct of
Royal Caribbean in leading the Be..s' counsel
to delay in filing suit. A1thouch the Jler&s set
forth I claim soundin, in contract IS well IS
under the theory of estoppel, the Court will
coosider them lO,ethu, liDee the claims are
indislin"usbabl. in subsl.lllce, Under the
cin:umstances clearly p......ted in the
correspondence submined 10 lhe Court, th_
counts boldtr on the frivolous,
As these claims arioe out of the ticket
<<>nlract, they are ",Vented by federal
maritime. DOC Sllle. law, Hodes, 55. F,:d at
909, TIlis is IlOl I DOvel i..... of Ilw, T\t.oo
other jud,. in tllis c1i1lrict have l"'I"iousIy
"ieeloed similar c1ai... See Mi<helocti v,
H_ wes CM", lac" 1986 A,M,C, 410.
41$ (DN,U9S5) (Dehe\'Oiw. J), Ilrd. 716
F,2d 1147 (3d Cir,19I6) (lattl<<); William&.
Page 4
1991 A,M.e, 11247 (Coh.n, J,),
.5 Plaintiffs ....rt thaI Royal Caribbean
.intentionally protracted the selllem.nt
nelloUltioDJ IS an Inempt to use the on.-year
sllNte of Iimilltiona [sic) IS I sbi.ld 10 the
Bergs' c1lim,. (Berg 8rief in Opposition It
16), For any Iffirmativ. misconduct to creat.
an eslOppel. plaintiffs musl blv. relied on
thll conducl to th.ir detriment, 8urke v,
GltewlY Clipper. Ioc.. 441 F.2d 946, 948 (3d
Cir,1911) (conduct must blv. .caused I
plaintiff to dellY filin,l suit until aft.r running
of the sl.llulOry period.), [FNS) Furth.r. IS an
equitabl. doctrin., estoppel .is I question of
IIW 10 be del.rmined by the court,. Id,
Nothing in any of the correspondence
contains any represenl.ltion or promise that
can in any ,"'I) be cblraclerized IS
misleading, nor has any evid.nc. heeo
presented lbat Ro)'a1 Caribbean .npged in
conduct thaI could be constNed IS misleading,
Indeed. in its September:!S, 1991 lell.r to the
Bergs' counsel. Hentscb.1 \'irtua/ly brouchl
the provision directly to the Il1enIion of the
Bergs' counsel wben h. mad. expms
reference 10 the limilllions period in silting
that Royal Caribbean hoped 10 bear from
counsel before October I~. 1991. the IISI dal
10 fil. suil under the COlllract, "''bolly absenl
b.... is any Iffirmativ. conduct intended to
deceive plaintiffs inlO d.laying lb. filing of
their complaint, Thus, unlik. in Keef. v,
Rah..... eMse Line. IDe" 861 F,:d 1318 (11th
Cit.I989), where the carrier's claims
,....._lItiv. bad falsely represenled 10
plaintiffl 1\1onley that I full reI_ had
aIrady been obtained from plaintiff. id, at
1324, there is DO basis in thil record for
finding that the Be..s' counsel bad been led 10
d.lay the filin. of their complaint,
Royal WIS WIder no obligation 10 txpreuly
inform the aer,.' counsel before October 12.
1991 sbat it inteDded 10 in\'ok. the limillliou
provUioa, Fwther, plaintift'I' clailll sbat
Royal Caribbeu'l fail..... 10 iavole tlle lix
moeda DOtiee of claim provisioa llCllIltlIow
eoutillllecl affirmative bad faim ronftet il
widaolat merit. AAy waiver by Royal
Carillllca of ita rights lIIIdet tile ~
c"'" · \\'est 1091 No Claim to Ori" U,S, Go\'I \\'01'\1
\ \ I :-.1I_ \\ \
t
Not R.ported in F.Supp,
(Cite as: 1992 ....1.. 609803, .5 (D.N,J.))
Pa&e 5
provision did nol constitut. I waiv.r of its
rights und.r the actions Ii.rotation provision.
or constitut. I misrepresentalion u to its
int.nt 10 waive thl! provision, Absent III
.xpress represenlation to thlt effect, there is
no wis for finding bad faith. Plaintiffs'
furth.r claim thlt they relied on illY conduct
by Royal Caribbeaa in d.llying the filing of
suit is belied by th.ir cnncession thaI .in the
inslalltaction [th.y] rightfully relied upon the
[two year New J....y] .latu~ of limilalioos
due to the fact thlt the injury occurred co
Illld,. (Berg Brief in Opposition It 15-16)
(empwis added), Thus. plaintiffs have not
raised illY issue of fact u to the bad faith of
Royal Caribbeaa.
briefl.
FN2. ThI1 i. nOl to ..y dill die incident lhal
occurred on land i. I maritime tort gov.rned by
maritime law, It is Iik.ly dill die law governing
plointifl"s cWma is lhal of .idler New leney or
Haiti. To dI. ....nt dill illY c~mmon Ilw tort
ripu and duties hav. been aI1ered by contrlct,
however. the)' are &ovemed by maritime I.....
FN3. As I claim dependent on die ,sIidi!)' of Llura
Berg's claim. MIchael Berfs per quod claim is .....
b&rn:d by die ticket contrlCl, Lieb v, Royal
Caribbean C"'Ue Line, loe,. 64S F.Supp, 232. 23S
(S,D.N.Y.1916),
CONCLUSlOS
FN4. Under general maritime IIW, dI. lemI
.puaenpr. hu ICquired meaning for purposa of
de6ning die ri&h1S of marine lravelen vlH'vis !heir
cvrier. Thu.. il hu been IIid dill .dI. reIatioashlp
of ~ and carrier ,.. exi... from shnn to
sIup and sIup to shore." Chet'\'), v, PeninJular and
0rimIIJ Slam Navigltion Co,. :43 F,Supp,
(S.D,CaI,1 %4): ... also LAwlor v, loe.... Nu..u
Steamship Line. I..". 1951 A,M.C, 1701. 170$
{D.M...,19S1), SoIM IUlhorities hlv. conoInIOd
the pasoencer<arrier relllionship .'en more
hroadIy. sutia& ~ it don _ end unlll "Ill. vOSRl
hu .-hecI .... ron of dI. passenger's _n._
and the pusen&er hu left dI. vOSRl and the
shipowner's dock or prema...,. I Nums. Mania
I.. The LAw of Maritime Personal Injurie. t 3,2 11
61 (4th ed,t990) <...... added); ... Shulman v,
Coqoopie GenenIo TI'IDUIIantiquc, 152 F ,s..pp.
133. 136 (S,D.N,Y,I9S7) (IiAhihIy linIItion
......uc . 'to lit. period while Ihe .......,... an4I
or Ilis be""", ,.. .... .... boatdlhe vtuel ... aodIor
.. ...... '- of the curier. ... coven ,.. the
mati, Lip betw.a fpIaintitlI and die ldofeMutl
10 puI01l&"f and .......,. (empIwiI added\),
n-. under du. Iino of 1Illh<onty. it i. J'<'Alble ~
Ihe IIerp -&ht ...u be co. . led .puaencan. u
I _ of low. ...... lhey allege ~ lhey ...,....,
.f r ~ ~'. veneI )'fl erver kft .. 41ft ..I MO,
r '- before l..aun Bera .... injuTed. ........
Ihe COOll1 c_..... ... die _lllaI ............ is
...... _.... .-u - ....,....., 10f
.... ~"""1 -~."It.... ""'...
........... SIltt.Imu...... wen ...,Ull.....'.
UI_of_low,
Thi. case does Dot involve the inaction of a
plaintiff Dot knowledgeabl. about limitatioos
periods Illd the IIW, It invohes III IUOrney
rel&ined by plainliffs to protect th.ir intereJts,
\\ 'bal Judge Debevoise said ill ~lich.lotti i.
very appropria.. in this case:
., Th.re wu no reason for plaintiff's
attontey to rely on [defendant's] letter u a
basis for not filing sui. v. ithin the time
limits set forth in the COCtrlC\. III his
responsibility to his c1iect, plaintiff's
altome>, should hlv. filed suit 10 protect her
claim. and continued to pursu. settlement
v.hil. suil wu pending, P1ai:ltiff's Ittorney
CIllQOl now correct his error by means of I
dubious theory of equitable estoppel,
Michelotti, 1986 A.M,C, I! 485, AcconliDlly,
SUIIIIftIt)' judamenl ....ill be annted dillllissinl
COIIDts four and five of p1aintiff,' complaint.
For the nt&SOlII let forth above. Royal
Caribbeaa's motion for summary judg_t
..ill be Il'IIIted. and COUI". 0"., Two. Three.
Four and Five ..'ill be dismissed _jth
prejudice.
FNI, The Court -. ~ tho llriet. Nt 'n.. J lty
Royal C......... .. "'" ......,ty '"'" Local 1ltsIo
211 ill .. duty, ' '-' .. III>Ie of _ CIt
..... 01 .r.a.df..... AI60tip *'id ,n,r --I
..,....n..Mll .....~......ia.
,.... .... . _ .... ... C.-. pnten flat It be
".."1...... to ~.... C,*,'. _ of_
FN" ,""" &II hrb ill..... . ~. ..
Copr ' lao'", 1997 No au to on,. U,S, GoV\, WCllts
\ \ I :> 1 L \\ \
.
I. IMPROPER VENUE
Royal Cruises hereby objects to PlaintilTs' complaint pursuant to Pa.R.Civ.P. 1028(a)( I) because
PlaintilTs' selection of venue is improper and in support thereof avers as follows:
I. This is an alleged breach of contract, false imprisonment and negligence claim. A true and
correet copy of Plain tilTs' complaint is attached hereto as Exhibit "A".
2. The gravamen of Plaintiffs' complaint is that Royal Cruises breached its eontract with PlaintilTs
when it evacuated PlaintilTDr. Paula McKain Toomey from the cruise ship after she infonned
the on-board physician that she had sulTered a spontaneous miscarriage and was bleeding
vaginally.
3. Plaintiff Dr. Rebecea Forbcar-Chrencik's claims are based on her decision to accompany Dr.
Toomey during her medical emergency evacuation.
4. Defendant Royal Cruises is a Florida Corporation with its principal place of business located at
1050 Caribbean Way, Miami, Florida 33132.
5. Plaintiffs and Royal Cruises entered into a binding contract pertaining to Plaintiffs' cruise on the
"Splendor ofthe Seas" on or about February 22. 1997. A true and complete copy of the contract
is attached hereto as Exhibit "B".
6. Plaintiffs admit and aver the existence and binding nature of the contract. See PlaintilTs'
Amended Complaint" 5, 22-25, 23-26 and Exhibit A to PlaintilTs Complaint.
7. Under the terms ofthe contract. Plaintiffs and Royal Cruises agreed that all disputes arising
under the contract or incident to the contract shall he litigated in MiamL Florida. The sp<<ilic
relevant Ianpage printed in bold face t)l'e and set apart from other contractual clauses is as
follows:
2
~
=r
6'
::;:
)>
REBECCA FAERBER-CHRENCIK &
PAULA MCKAIN TOOMEY
IN TIlE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY. PENNS\1.. VANIA
PLAIJI,IIFFS
\',
NO. 1997-4288
JURY llUAL DEMA1...'DED
ROYAL CARRJBEAN CRUISES L m
DEFENDAJIIT
NOTICE
YOU HAVE BEEN SUED IN COURT. lfyou wish to defend against the claims set forth in the following
pages, you mUSl take action within twenty (20) days after this Complaint and Notice are served, by entering
a written appearance personally or by attorney and filing in writiDi with the Court your defenses or
oliectioos to the claims set forth against you. You are warned that iryou fail to do so the case ma,y proceed
without you and a judgment ma,y be entered against you by the Court without further notice for any money
claimed in the C~Ail\t or for any other claim or relief requested by the Plaintiff. You may lose money or
property or other rights important to you.
YOU SHOULD TAKE THlS PAPER TO YOUR LAW'I'ER AT ONCE. IFVOU DO NOT HAVE A LA\\'YER
OR CA.'"NOT AFFORD 0l'\"E. GO TO OR TELEPHO!l."E THE OFFICE SET FORTH BELOW TO m"D
OUT WHERE YOU CA.'" GET LEGAL HELP.
COURT ADMl!\1STRATOR OF CUMBERLA.'''D COUNTY
THIRD FLOOR. CUMBER.I.M"D COUNTY COtJRTHOUSE
1 Courthouse Square
Carlisle, PA 17013
71 Hi9i-0371
NOTICIA
Le ban ~ldIodo a USled en la corte. Si USled quiere defenderse dO! _ demandas expuestu en
\as pacinas .eutes, usted tiene \;ente (20) dial de pluo al partir de Ia fecba de Ia demanda y Ia
[p. .11._ ~ A UIled debe preentar una apariencia esaita 0 en persona 0 par abopdo., archivar en Ia corte
en forma ncrita _ def_ 0 IUS objeciones a \as demandas en contra de IU persona. Sea avisado que ai
uated DO Ie defiende, 1a torte tomara medidas y pued" entrar una orden contra usted Bin previo aviso 0
noti1k8cion y par cualquier qUO!ja 0 alMo que es pedido en Ia peticion de demanda. U ated puede perder
dinero 0 IUS propiedades 0 otroI .xl lcllca importantes palll USled.
IJ.EVE ESTA DEMAND A A t"N ABOGADO n."MEDIATA..\lE.VI'E. SI NO TIE...."E ABOGAOO 0
SI NO'l'lm."E EL Dn."ERO st'FICIE..',-r: DE PAGAR TAL SERVlClO, VAYA L'" PERSONA 0 LLA..'fE
POR TELEFONO A LA OnCIXA ct:"'YA DIRECC10N BE ENCUE$TRA ABAJO PARA AVERIGUAR
DONDE BE PUEDE CONSEG1.;m ASISTE1',CIA LEGAL.
COURT ADMn.1STRATOR OF CUMBERLAND comn
THIRD FLOOR. CUMBERLA.'''D COUNTY COURTHOUSE
1 Cow1houIe Square
Carlisle. PA 17013
71Nl9HI371
REBECCA FAERBER-cHRENCIK &
PAULA MCKAIN TOOMEY
IN TIlE COURT OF COMMON PLEAS OF
CUMBERLA."lD COLTJI,TY. PENNS'I1..VANlA
PLAINTIFFS
\'.
NO. 1997-4288
JURY TRIAL DEMAJII'DED
ROYAL CARRJBEAN CRUISES L m,
DEFENDANT
CIVIL ACTION-LAW
AMENDED COMPLAINT
1. The Plaintiffs are adult individuals with:
a. Rebecca Faeber-Chrencik with an address at 457
Country Club Drive, Camp Hill, FA 17011.
b. Paula McKain Toomey is an ad~lt individual with
an address of BBS ~illersville Read, Lancaster, PA
17603.
2. The Defendant is a Florida Corporation regularly doing
business in Pennsylvania with a principal place of
business 1050 Carribean Way, Miami, FL 33132.
3. Venue is proper because one of the Plaintiffs resides in
Cumberland County.
4. Jurisdiction is proper under 42 fS S5322 because the
Defendant solicited clients and transacted business for
the purpose of pecuniary gain in Pennsylvania and also in
CUmberland County.
5. The Plaintiffs are podiatrists, who contracted with the
Defendant through the Bannockburn Travel Agency to take
a cruise on the Splendour of the Seas on or about
February 22, 1997 for the purpose of participation in a
continuinq medical education course and cruise around the
islands in Carribean surrounding St. Kaarten.
6. The Splendour of the Seas was owned by the Defendant and
at all times relevant hereto, members of her crew. the
ship's doctor. and captain, were agents. servants, or
employees, under the direct control of the Defendant.
7. The Plaintiffs flew to Florida o~ E~nday, February 22,
1997 to board the Sple~dQur of the Eeas, and shared a
luxury cabin together.
8. On Tuesday February 24, 1997, l>!s. McKain-Toomey
discovered some minor, vaginal spotting and telephoned
her husband, a physician, who, after listening to his
wife's symptoms, determined that she had had a
miscarriage.
9. Her husband indicated that there was no medical emergency
and that she should relax, enjoy herself and continue her
vacation.
10. As a precaution, he indicated that s~e should inform the
ship's doctor of what had occ~red.
11. When the Plaintiffs went to the ship's doctor, he
declared immediately a medical emergency, without
bothering to examine Ms. McKain-Toomey beyond taking her
pulse and blood pressure, which were normal.
12. The Plaintiffs were informed that a blood transfusion was
possibly needed and despite the fact there was minimal
bleeding, they would be removed from the Splendour of the
Seas.
13. Despite verbal protests from the Plaintiffs that this was
unnecessary, both women were forcibly evicted from their
cabin.
14. The women were informed they would be transferred to a
boat offshore containing medical personnel and taken to
Curacao to treat Ms. McKain-Toomey's non-existent medical
emergency.
In fact.
nigt:.ttitt'.e.
they
which
were transferred to a tugboat at
had no medical facllities, no medical
15.
persc~nel. and whose crew spoke no English.
IE. The twe wemen were ~romlsed that a ship's agent would
attend them throughout their stay on CUracao. but nothing
of the sort occurred.
17. Despite the promise of medical treatment, no medical
treatment was ever given to Ms. McKain-Toomey, although
the hopsital on Curacao took a "deposit" of $2000.
18. After being medically discharged, ~s. McKain-Toomey and
the Plaintiff boarded a plane to St Maarten's, where a
"luxury hotel room" awaited them until the Splendour of
the Seas docked on Thursday, February 26, 1997.
19. The "luxury hotel room" was infested by vermin, dirty,
and small.
20. When the two women were permitted to reboard the
Splendour of the Seas on February 26, 1997, they were
locked out of her cabin, had no place to stay, and the
Plaintiff missed the educational lectures, which was the
original purpose of the trip.
21. As a result of the acts of the Defendants and its agents,
servants, or employees, the Plaintiff suffered pecuniary
damage, harassment, humiliation, and unlawful restraint.
COUNT I--BREACH OF CONTRACT(FAEBER-CHRENCIK)
22. All preceding paragraphs are incorporated as if
incorporated herein.
23. The Plaintiff, Faeber-Chrencik, and the Defendant entered
into a contract for services, a partial copy is attached
as Exhibit A to the original complaint.
24. The acts described herein by the Defendant constitute a
breach of that contract.
25. As a result of that breach of ccntract the Plaintiff
suffered injury:
a. A complete less of value of the trip.
b. Additicnal costs and expenses o,-ce she was forcibly
removed fro~ the Splendour of the Seas.
c. Conse~Jentlal damages to her medical practice.
WHEREFORE. the Flaintiff de~~nds judqment in an amount not to
->r'l"'-'.....
.... --.~,
exceed $35,000.
COUNT II--FALSE IMPRISONMENT (FAEBER-CHRENCIK)
27. All preceding paragraphs are i::lcorporated as if
incorporated herein.
28. The Defendant, its agents, serva..:s, and employees,
intentionally, forcibly, and unlaw:~lly restrained the
Plaintiff, Faeber-Chrencik, against her will, when they
were without reason to do so.
29. As a result of that breach of contract the Plaintiffs
suffered injury:
a. A complete loss of value of tte trip.
b. Additional costs and expenses c..ce she was forcibly
removed from the Splendour 0: :~e Seas.
c. Consequential damages to her medical practice.
d. Embarrassment.
e. Humiliation.
WHEREFORE, the Plaintiff demands j~dgment in an amount
not to exceed $35,000.
COUNT III--NEGLIGENCE (FAEBER-CHRENCIK)
30. All preceding paragraphs are i::lcorporated as if
incorporated herein.
31. The Defendant is in the busi..ess of providing
entertainment to its passengers i!:1d owes a duty of
reasonable to its passengers fer their protection and
safety.
32. The Defendant breached that duty i:1 the acts described
herein.
33. As a result of that breach of contract the Plaintiff,
raeber Chrencik, suffered injury:
a. A complete loss of value of the trip.
b. Additional costs and expenses o..ce she was forcibly
removed from the Splendour of the Seas.
c. Conse~Jential damages to her medical practice.
d. Embarrassment.
e, Humiliation.
WHEREFORE, the Plaintiff demands judgment in an amount
not to exceed $35,000.
COUNT IV--BREACH OF CONTRACT (MCKAIN-TOOHEY)
23. All preceding paragraphs are incorporated as if
incorporated herein.
24. The Plaintiff, McKain-Toomey, and the Defendant entered
into a contract for entertainment services, a partial
copy is attached hereto as Exhibit A.
25. The acts described herein by the Defendant constitute a
breach of that contract.
26. As a result of that breach of contract the Plaintiff,
McKain Toomey, suffered injury:
f. A complete loss of value of the trip.
g. Additional costs and expenses once she was forcibly
removed from the Splendour of the Seas.
h. Consequential damages to her medical practice.
WHEREFORE, the Plaintiff d~~nds jUdgment in an amount not to
exceed $35,000.
COUNT V--FALSE IMPRISONMENT (MCXAIN-TOCIG:Y)
27. All preceding paragraphs are incorporated as if
incorporated herein.
28. The Defendant, its agents, servants, and employees,
intentionally, forcibly, and unlawfully restrained the
Plaintiff, McKain-Toomey, Iqainst her will, when they
were withcut reason to do so.
29. As a result of that breach of contract the Plaintiff,
McKain Toomey, suffered injury:
I. A complete less of value of the trip.
removed fro~ the Splendour of the Seas.
c. Consequential damages to her medical practice.
d. Embarrassment.
e. Humiliation.
WHEREFORE, the Plaintiff demands judgment in an amount
not to exceed $35,000.
COUNT VI--NEGLlGENCE (HCI<AIN-TQCJ€y)
30. All preceding paragraphs are incorporated as if
incorporated herein.
31. The Defendant is in the business of providing
entertainment to its passengers and owes a duty of
reasonable to its passengers for t~eir protection and
safety.
32. The Defendant breached that duty in the acts described
herein.
33. As a result of that breach of contract the Plaintiff,
McKain-Toomey, suffered injury:
a. A complete loss of value of the trip.
b. Additional costs and expenses once she was forcibly
removed from the Splendour of the Seas.
c. Consequential damages to her medical practice.
d. Embarrassment.
e. Humiliation.
WHEREFORE, the Plaintiff demands judgment in an amount not to
exceed $35,000.
RESPECTFULLY SUBMITTED,
711(,
Shawn A. &ozarth Esquire
Attorney At Law
120 South Street
Harrisburg. FA 17101
'7l1-232-4227
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Not Reported in F.Supp.
1995 A.M.C. 348
(Cite as: 1994 WL 405919 (N.D. III.))
John MORAITES. Plaintiff,
v.
ROYAL CARIBBEAN CRUISES, LTD.,
Defendant.
No. 94 C 3762.
United States District Court, N,D, llIinois,
Eastern Division.
July 29, 1994.
~1E.\IORA1'1DtJ}1 OPDIION A.'<D ORDER
CASTILLO, District Judge.
.1 This action arises out of a personal injury
sustained by plaintiff, John Moraites, while he
was a passenger on one of defendant Royai
Caribbean Cruises Ltd.'s cruise ships.
Defendant has moved to dismiss under Rule
12(b.6), claiming that venue is not proper in
the N orthem District of llJjnois because the
cruise ticket plaintiff purchased contains a
forum.selection clause requir'ini that all
disputes arising in connection with the cruise
be litigated in a court in ~liami, Florida.
Specifically. the ticket states:
It is agreed by and between passenger and
carrier that ail disputes and matters
whatsoever arising under, in connection with
or incident to thi5 contract shall be litigated,
if at all, in and before a court located in
~liami, Florida, U,S.A., to the exchllion of
the courts of any other state, territory or
country. Paaaenger hereby waives any venue
or other objection that he may have to any
such action or proceeding being brought in
any court located in ~liami. Florida.
Defendant lU"\lUeS in the alternative that the
court should tranafer this action to the United
States District Court for the Southern District
of Florida punuant to 28 US.C t !tOOa!.
As a general rule. forwn.aelection clauses are
"prima facie valid and should be enforced
unIe.. enforunwnt is sho..n by the resUting
party to be unreuoMbl.. under the
ci.m1mtltano:es. " ~l S 8f9l11<tn v Zapata Olt
SMre Co . 407 l" S I. 10119:'11 Even whel'\!
the forum <lause .stabhws s ....""'1.. furum
Page 1
for resolution of conflicta, the resisting pariy
bears a "heavy burden of proof' of unfairness,
Id, at 17.
In a case strikingly similar to this case, the
Supreme Court upheld the enforceability of a
forum.selection clause in Carnival Cruise Line
, Inc. v, Shute, 499 U.S. 585/1991l. Like Mr,
~Ioraites, the plaintiff in Shute purchased a
ticket cont'lining a clause selecting Florida as
the fonun, was il\iured on the cruise, and rued
suit against the cruise line in her home state
of Washington alleging negligence, The cruise
line moved to dismiss for improper venue and
the district court granted the motion.
Following reversal by the court of appeals. the
Supreme Court held that the court of appeals
erred in refusing to apply the forum-selection
clause, In doing so, the Court rejected the
argument that a non-negotiated forum-
selection clause is per se ur.enforceable, lei. at
593. Rather, the Court listed several
jUSlifications for permitting the cruise line to
insert a reasonable fonun clause in a form
contract, includifli the cruise line's "speciai
interest" in limiting the number of fora in
which it potentiaily could be sued. the
"salutary effect" of dispelling any confusion
about where suits arising from the contract
must be brought and defended, and increased
benefits to passengers in the form of reduced
fares reflecting the savings that the cruise line
eflioys by limiting the fora in which it may be
sued. Id. at 593.94.
The Court also held that the forum selection
clause did not violate the Limitation of V_I
Owner's Liability Act, 46 U.s.C.App. , 183c
which states:
.2 It shall be unlawful for the" owner of any
vessel tranaportinc pas&elllfers between ports
of the United States or between any such port
and a foreign port to insert in any rule.
recutation, contract. or acreement any
proYUion or limitation. 121 purportuljf in
such ewnt to le_n, weaken, or avoid the
nfht of any claimant to a trial by colUt or
comprtent JUrittdlCtIon on the quotion or
lIabillty for such ,"'" or l1'\IUl)'. or the
-~ "f dllJl1AC'!s the",ror All such
proVUi"M ur hnutatt\l/\II cu.ntallwd in any
r"p" . \\'..", 19':t7 :'\0 rt&1m to) '}nll l" S Govt Works
\\1 '11.\\\
.
.' .
Not Reported in F.Supp.
(Cite as: 1994 WL 405919, 02 <N.D.m.))
such rule, regulation, contract, or agreement
are hereby declared to be against public
policy and shall be null and void and of no
effect.
As the Court explained, "the clause states
specifically that actions arising out of the
passage contract shall be brought 'if at all,' in
a court 'located in the State of Florida,' which,
plainly, is a 'court of competent jurisdiction'
within the meaning of the statute." Id. at 596,
Plaintiff makes no effort to distinguish Shute.
Rather, plaintiff claims that Shute no longer
accurately rellects the law. Without citing
any authority, he argues that the November 4,
1992 amendment of 46 U.S.C,App. 1 183c by
Pub,L. 102.587 changed the law so that 11830
now forbids the use of a forum.selection clause
which limits an injured passenger's selection
of judicial forum in any way. The November
1992 amendment substituted the words "any
court" for the word "court." l: nder plaintiffs
interpretation, the amendment prohibits the
use of a forum.selection clause at all.
Plaintiffs interpretation is completely
unsupported by the legislative history or the
case law. On the contrary, recent decisions in
this jurisdiction post-dating the :O<ovember
1992 amendment indicate that Shute is alive
and well. See, e,g" Hugel v. Corporation of
Lloyd's, 999 F.2d 206, 210 17th Cir.I9931
Iciting Shute in the conten of a discu88ion
stating that forum stipulatIOn clauses are
pnma facie valid and routinely enf'orced
absent a finding of unreasonableness); crr
Group.Credit Finance, Inc. v. Lott, No. 93 C
548, 1993 \IlL 157617 (N.Oill. ~lay 13, 1993)
(same),
:\[omlver, plaintiffs interpretation is refuted
by the subsequent history of the statute itself.
On December 20, 1993 Congress amended the
statute lIiain. see Pub.L. 103.206, this time to
change the "'OnU "any court" back to .court. "
Thw, even If Congress had intended the
November 1992 amendment to have the
cOns<'quence' attnbuted to It by plaintiff (an
ilfi\UMnt the court rejtoctsl. C ongreu had
changed its nund by Oe<<mber 1993
o".,ause th.. cue is I"venwd by Shute. the
Page 2
court would be justified in dismissing the
action for improper venue, However, rather
than dismissal, the court believes justice
would be better served by transferring the
case to the United States District Court for the
Southern District of Florida under 28 U,S.C. 1
1406la). See, e.g., Benvenuti & Stein, Inc. v.
Computer Software Specialists, lnc" No. 87 C
2507, 1987 \IlL 12699 (N.n.m. June 12, 1987)
(court applied forum.selection clause in
contract and transferred case to Florida
pursuant to 28 (;,S.C. ~ U06laH,
03 Plaintiff has tried to avoid this result by
arguing that Chicago, minois is a more
convenient forum in which to conduct this case
than Miami, Florida. According to plaintiff,
many of the witnesses reside in illinois,
plaintiff himself resides in illinois, and
plaintiff was treated for some of his il\iuries in
minois. Defendant has countered with its own
list of factors favoring transfer: defendant's
corporate office is located in Florida, the
documents relating to the accident are located
in Florida, and the personnel aboard the
cruise ship at the time of plaintiffs accident
were employed in Florida. The accident itself
occurred in the Pacific Ocean off the coast of
~[exico.
The Supreme Court weighed many of these
same factors in Shute and found them
insufficient to override the forum.selection
clause. :\lrs, Shute reSided in Washington, the
defendant cruise line had its principal place of
business in Florida. and the accident occurred
off the coast of ~[exico. The Court noted that
.Florida is not a 'remote alien forum,' nor..
given the fact that Mrs. Shute's accident
occurred off the coast of Menco..is this dispute
an essentially local one inherently more suited
to resolution in the State of Waslungton than
in Florida" Id at 59.. Th"....,fore. abwnt an
allegation that ~1n. Shute lacked notice of the
forum clallR. the Court concluded that :\In.
Shute Iud "not satisfied the 'heavy burden of
proof,' required to set aside the clause on
ll1"Ounds "f inconvenience" Id, at 595
The prt'sent f.hCts '"ilmP\'1 the same ....,sult.
PlAintiff h.. not a1~ that he lacbd notiee
of the forum dause 0. that he ... iftducft to
C~1lf' · West 1997 So CWm to Onl l'S ri<m Works
\\1:.11.\\\
.
.
~
:l
52
~
)
REBECCA FAERBER-CHRENCIK &
PAULA MCKAIN TOOMEY
IN TIlE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYL VANIA
PLAINTIFFS
v.
NO, 1997-1288
JURY llUAL DEMANDED
ROYAL CARRJBEAN CRUISES L m,
DEFENDANT
NOTICE
YOU HAVE BEEN SUED IN COURT. If you wish to defend against the claims set forth in the following
pagl!S, you must take action within twenty (20) days after this Complaint and Notice are served, by entering
a written appearance personally or by attorney and filing in writing with the Court your defenses or
oi:6ections to the claims set forth against you. You are warned that if" you fail to do so the case may proceed
without you and a judgment may be entered against you by the Court without further notice for any money
claimed in the Complaint or for any other claim or relief requested by the Plaintiff. You may lose money or
property or other rights important to you.
YOU SHOULD TAKE TIllS PAPER TO YOUR LAWYER AT ONCE. IFYOU DO NOT HAVE A LAWYER
OR CA1"-lNOT AFFORD ONE, GO TO OR TELEPHONE THE OFFICE SET FORTH BELOW TO FL.'\'D
OUT WHERE YOU CAN GET LEGAL HELP.
COURTAD~TRATOROFCUMBE~'\'DCOUNTY
THIRD FLOOR, CUMBERLAND COUNTY COURTHOUSE
1 Courthouse SqUlll"e
Carlisle, PA 17013
717-697-0371
NOTICIA
Le ban demandado a usted en Ia corte. Si usted quiere deCenderse de estas demandas expuestas en
!as paginas siguientes, usted tiene viente (20) diM de plazo at partir de Ia fecha de Ia demanda y Ia
notif..aci...c~ Usted debe presentar una apariencia escrita 0 en persona 0 por abogado y archivar en Ia corte
en forma escrita lIWI defensas 0 sus objeciolll!S a \as demandas en contra de su persona. Sea avisado que si
usted no se deflende, Ia corte tomara medidas y puede entrar una orden contra usted sin previo aviso 0
notifkacion y par cua1quier queja 0 alivio que es pedido en Ia peticion de demanda. Usted puede perder
dinero 0 IUS propiedades 0 otros derechos importantes para usted,
LLEVEESTADEMA..''DAA UN ABOGADO ImlEDlATAMENTE. SI NOTIENE ABOGADOO
SI NOTIENE EL DlNERO SUFIclE."ITE DE PAGAR TAL SERVICIO, VAYA EJ, PERSONA 0 LLAME
POR TELEFONO A LA OFICINA CUYA DIRECCION SE El...CUE...."TRA ABAJO PARA AVERlGUAR
DONnE SE PU'EDE CONSEGUlR ASISTE.....C1A LEGAL.
COURT ADMINISTRATOR OF Cl'MBE~''D COUNTY
THIRD FLOOR, Cl'MBEJtI.A''D COm."TY COURTHOUSE
t Courthouse Square
Carii*. PA 17013
11 N191-0311
REBECCA FAERBER.CHRE!\CIK &
PAULA MCKAIN TOOMEY
PLAINTIFFS
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYL VANIA
v,
NO. 1997-1288
ROYAL CARR/BEAN CRUISES L m,
DEFEt..'DANT
JURY llUAL DEMANDED
CIVIL ACTION-LAW
AMENDED COMPLAINT
1. The Plaintiffs are adult individuals with:
a, Rebecca Faeber-Chrencik with an address at 457
Country Club Drive, Camp Hill, PA 17011.
b. Paula McKain Toomey is an adult individual with
an address of 888 Millersville Road, Lancaster, PA
17603.
2. The Defendant is a Florida Corporation regularly doing
business in Pennsylvania with a principal place of
business 1050 Carribean Way, Miami, FL 33132.
3. Venue is proper because one of the Plaintiffs resides in
C~erland County.
4. Jurisdiction is proper under 42 PS S5322 because the
Defendant solicited clients and transacted business for
the purpose of pecuniary gain in Pennsylvania and also in
Cumberland County,
5. The Plaintiffs are podiatris~s, who contracted with the
Defendant through the Bannockburn Travel Agency to take
a cruise on the Splendcur of the Seas en or about
February 22, 1997 for the purpose of participation in a
continuing medical education course and cruise around the
islands in Carribean surrounding S~. Maarten.
6. The Splendour of the Seas was owned by the Defendant and
at all times relevant heretc, ~e~~er5 of her Crew. the
ship's docter, ar,d caFt,un, were aqents. !l!'fVants, or
employees. under the direct ccn~rc: ~f t~e refendant.
.
7. The Plaintiffs flew to Florida on Sunday, February 22,
1997 to board the Splendour of the Seas, and shared a
luxury cabin together.
8. On Tuesday February 24, 1997, Ms. McKain-Toomey
discovered some minor, vaginal spotting and telephoned
her husband, a physician, who, after listening to his
wife's symptoms, determined that she had had a
miscarriage.
9. Her husband indicated that there was no medica! emergency
and that she should relax, enjoy herself and continue her
vacation.
10. As a precaution, he indicated that she should inform the
ship's doctor of what had occured.
11. When the Plaintiffs went to the ship's doctor, he
declared i~~ediately a medical emergency, without
bothering to examine Ms. McKain-Toomey beyond taking her
pulse and blood pressure, which were normal.
12. The Plaintiffs were informed that a blood transfusion was
possibly needed and despite the fact there was minimal
bleeding, they would be removed from the Splendour of the
Seas.
13. Despite verbal protests from the P!aintiffs that this was
unnecessary, both women were forcibly evicted from their
cabin.
14. The women were inforr.ed they would be transferred to a
boat offshore containing medical personnel and taken to
Curacao to treat Ms. McKain-Toomey's non-existent medical
emergency.
15. In fact, they were transferred to a tugboat at
nighttime, which had no medical facilities, no medical
! d;. ... '.;.
p.rsonne , an w,-cse crew SpCK", no <.nqus...
16. The two women were promised that a ship's agent would
attend them thr~ughout their stay en Curacao. but nothing
of the sort occurred.
17. Despite the promise of medical treatment, no medical
treatment was ever given to Ms. McKain-Toomey, although
the hopsital on Curacao took a "deposit" of $2000.
lB. After being medically discharged, Ms. McKain-Toomey and
the Plaintiff boarded a plane to St Maarten's, where a
"luxury hotel room" awaited them until the Splendour of
the Seas docked on Thursday, February 26, 1997.
19. The "luxury hotel room" was infested by vermin, dirty,
and sma 11.
20. When the two women were permitted to reboard the
Splendour of the Seas on Febr~ary 26, 1997, they were
locked out of her cabin, had no place to stay, and the
Plaintiff missed the educational lectures, which was the
original purpose of the trip.
21. As a result of the acts of the Defendants and its agents,
servants, or employees, the Plaintiff suffered pecuniary
damage, harass~ent, h~~iliation, and unlawful restraint.
COUNT I--BREACH OF CONTRACTCFAEBER-CHRENCIK)
22, All precedinq paraqraphs are incorporated as if
incorporated herein.
23. The Plaintiff, Faeber-Chrencik, and the Defendant entered
into a contract for services, a partial copy is attached
as Exhibit A to the oriqinal complaint.
24. The acts described herein by the Defendant constitute a
breach of that contract.
25. As a result of that bruch of con::ract the Plaintiff
suffered injury:
a. A complete loss of value of the trip.
b. Additiona~ costs and .xpenses once she was forCibly
removed from the Splendcur of the Seas.
c. ConseqJential cta~a~~~ to her ~~jical practice.
Wh,"!p.ErO~E. th. Plaintiff de-r:-.and$ j\ldi~.nt i~ An a~ot,;ntr:ot tc
exceed $35,000.
COUNT II--FALSE IMPRISONMENT (FAEBER-CHRENCIK)
27. All preceding paragraphs are incorporated as if
incorporated herein.
28. The Defendant, its agents, servants, and employees,
intentionally, forcibly, and unlawfully restrained the
Plaintiff, Faeber-Chrencik, against her will, when they
were without reason to do so.
29. As a result of that breach of contract the Plaintiffs
suffered injury:
a. A complete loss of value of the trip.
b. Additional costs and expenses once she was forcibly
removed from the Splendour of the Seas.
c. Consequential damages to her medical practice.
d. ~barrassment_
e. Humiliation.
WHEREFORE, the Plaintiff demands jud~,ent in an amount
not to exceed $35,000.
COUNT III--NEGLIGENCE (FAEBER-CHRENCIK)
30. All preceding paragraphs are incorporated as if
incorporated herein.
31. The Defenda:J.t is in the business of providinq
entertair.ment to its passengers and owes a duty of
reasonable to its passengers for their protection and
safety,
32. The Defendant breached that duty in the acts described
herein.
33. As a result of that breach of contract the Plaintiff,
Faeb.r Chrenclk, suffered injury:
a. ^ c0~rlete less of value of the trip.
b. ~1dl:ional C~!t! a~d ex~~s.s once !he W3$ !orcibly
removed from the Splendour of the Seas.
c. Consequential damages to her medical practice.
d. Embarrassment.
e. Humiliation.
WHEREFORE, the Plaintiff demands judgment in an amount
not to exceed $35,000.
COUNT IV--BREACH OF CONTRACT (MCl<AIN-TOOMEY)
23. All preceding paragraphs are incorporated as if
incorporated herein.
24. The Plaintiff, McKain-Toomey, and the Defendant entered
into a contract for entertainment services, a partial
copy is attached hereto as Exhibit A.
25. The acts described herein by the Defendant constitute a
breach of that contract.
26. As a result of that breach of contract the Plaintiff,
McKain Toomey, suffered injury:
f. A complete loss of value of the trip.
q. Additional costs and expenses once she was forcibly
removed fro~ the Splendour of the Seas.
h. Consequential damages to her medical practice.
WHEREFORE, the Plaintiff demands judgment in an a~ount not to
exceed $35,000.
COUNT V--FALSE IMPRlSONHINT (MCKAIN-TOCIG:Y)
27. All preceding paragraphs are incorporated as if
incorporated herein.
28. The Defendant, its agents, servants, and employees,
intentionally, forcibly, and unlawfully restrained the
Plaintiff, McKain-Toomey, against her will. when they
we~e without reason to do so.
29. As a resu:'t of that bruch of contract tr.e Plair,tiff,
McKain ~oc~ey. suffered injury:
6. A cc:~lete :'05S of value of the trip.
.
removed from the Splendour of the Seas.
c. Consequential damages to her medical practice.
d. Embarrassrrent.
e. Humiliation.
WHEREFORE, the Plaintiff demands judgment in an amount
not to exceed $35,000.
COUNT VI--NEGLIGENCE (MCKAIN-TOOMEY)
30. All preceding paragraphs are incorporated as if
incorporated herein.
31. The Defendant is in the business of providing
entertainment to its passengers and owes a duty of
reasonable to its passengers for their protection and
safety.
32. The Defendant breached that duty in the acts described
herein.
33. As a result of that breach of contract the Plaintiff,
McKain-Toomey, suffered injury:
a. A complete loss of value of the trip.
b. Additional costs and expenses o~ce she was forcibly
removed from the Splendour of the Seas.
c. Consequential damages to her medical practice.
d. Embarrassment.
e. Humiliation.
WHEREfORE, the Plaintiff demands judgment in an amount not to
exceed $35,000.
RESPECTFULLY sua~tTTED,
711(.
$ha~~ A. Bozarth Esquire
Attcrney At Law
120 SC'Jth Str@et
Harrisbur9. FA Iilel
711-23;-41;-:
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.
liRoYAL
BBEAN
I . , 0 . r A . r . 0 r Ie E
The lID pi8es of Ihls booklel eool.lo ,our mise llckel
eoolrlel "hleh limits ,our rWul. Ills Importutlbl
JOu e.refuU, reld IUlerms of Ihe CODlrKlIDd reWa It
for fature rerereace.
BANNOCKBURN TRAVEL. INC.:MARCY
25.9 IAUKEGAN ROAD
BANNOCKlURN IL 88115 USA
REBECCA FAERBER CHRENCIK
SPLENOOUR OF THE SEAS
FEa 22 2211B12 GWOUP ...
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EXHIBIT PAGE
DESCRIPTION
Letter
Ticket booklet
Cruise ticket
contract
3 unidentified
3A Unidentified
3B Unidentified
*4 Medical release
*5 Business card
*6 Statement
*7 Statement of Paula
Toomey
*8 Expense summary
NUMBER
1
2
*2B
*(EXHIBITS ATTACHED ONLY)
PAGE
IDENTIFIED
28
28
38
53
97
97
97
105
Sargent'. Court Reporting Service, Inc.
(814) S3<<;.n08
1 Q. That's fine. That's fine.
2 That's what I would have expected. Did
3 you --- you have already indicated, I
4 think, that your concern was to have a
5 suite with a balcony. Were there any
6
7
8
9
10
11 be where we needed to be when we needed
12 to be there, but other than that, no.
13 Q, Did it make any difference to you
14 or had you given any thought to what
15 terms the ticket might have concerning
16 where any lawsuits that might ultimately
17 arise from this would have to be brought?
18 A. Never dreamt we'd be in the
19 situation we got into.
20 Q. Is it fair then to say that had
21 you known ahead of time that there was a
22 provision in the ticket which suggests
23 that lawsuits have to be brought in
24 Florida, that would have made a
25 difference aa to whether or not you took
other specifics that you were interested
in in connection with booking this
cruise?
A. No, other than dates and arrival
times. We wanted to be sure we needed to
Sargent'. Court Reporting Service, Ine.
(814) 516-8908
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this trip?
A. I probably would have assumed
that it would never have pertained to me.
I wouldn't be in that situation.
Q. Okay. Did you, when you got your
travel documents on Thursday or Friday
before the cruise, look at your ticket?
A. I did. I looked at the ticket
and I made sure it had our three names.
I made sure they were spelled properly
because we had passports that needed to
be ---. I made sure the date was correct
and the ship was correct. And I believe
I looked to see if our room number was on
there because we had specifically
selected that room off of the description
from the booking for Marcy.
Q. By the way, do podiatrists
prescribe prescription medication?
A. Yep. Anything we want.
Q. And I take it you have occasion
as a podiatrist to refer to the ~ on
occasion for
A.
Q.
Yes, I do.
--- de8cription of drug8 that you
Sargent'. COurt Reporting Service. Inc,
(114) !in-UOS
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are prescribing?
A. I'm familiar with the PDR.
Q. Let me just backtrack a minute,
because we marked a letter from
Bannockburn as Faerber Chrencik One and
then the whole ticket booklet, I suppose,
on the back as Two.
(Exhibit Numbers One and
Two marked for
identification.)
OFF RECORD DISCUSSION
BY ATTORNEY BACH:
Q. Let me go back, if I can, give
you a document that we have marked for
identification as Chrencik Number Two,
which is a bOOklet which on the front of
it has in blue printing in the upper
left-hand corner Royal Caribbean. Could
you please tell me what that is?
A. This is my ticket issued to me
from Bannockburn Travel for our cruise on
February 22nd, 1997 on Splendour of the
Seas for a luxury cabin on the eighth
f 100 r.
Q.
And that 18 the ticket that you
Sargent's COurt Reporting Service. Ine.
(814) SH;-U08
1 received along with other travel
2 documents on either the Thursday or
3 Friday before you left?
4 A. Correct.
5 Q. And is that the document that you
6 referred to to make sure that they had
7 your name right, the sailing date right
8 and the cabin information right?
9 A. Correct.
10 Q. Was there any other information
11 in that ticket that you looked at?
12 A. There is not.
13 Q. Is that ticket as it appears in
14 front of you now intact? In other words,
15 is that the same --- do you have all
16 sheets to that ticket that you did when
17 it was delivered to you?
18 A. I don't know. If the airline
19 tickets were in here, they may have been
20 pulled out, which I believe they were.
21 And your bag tag is on here which is
22 pulled out.
23 Q. Now, that ticket booklet, is that
24 something that you had with you in your
25 custody during the cruise?
Sargent's COurt Reporting Service, Inc.
(814) 536-8908
.-
- .
1 A. Every minute.
2 Q. And is that something that you
3 have had in your custody since returning
4 from the cruise?
5 A. It's been in the file, uh-huh
6 (yes)
7 Q. Have you had whatever opportunity
8 you may have wished to take to look
9 through that ticket since the cruise?
10 A. After the cruise I did read the
11 back of the ticket based on the
12 information that I was told about filing
13 a suit. We did read the back of the
14 ticket upon arriving home and trying to
15 pursue our case.
16 Q. Can you give me a date as to when
17 you might have read through the rest of
18 the ticket?
19 A. Probably the week we came home.
20 Q. SO late February or March of
21 1997?
22 A. Probably the second week of
23 March, something like that.
24 Q. Okay. I think you said that you
25 looked at the back of the ticket when you
Sargent'. Court Reporting Service, Inc.
18141 536-8908
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came home.
Did that include reading the
particular terms?
A. I read the ticket, yes.
Q. Did that include reading the
language in the ticket that refers to
where lawsuits have to be filed?
A. I don't recall hearing that
information. I don't recall remembering
that information from the beginning. I
don't know when I became officially aware
that you wanted us to file suit in Miami.
Q. Could I ask you, please, to look
at what appears to be page two of the
ticket terms? And it is a page on which
there is a block of terms highlighted in
red. Can you please begin reading that
block to us?
A. Number six, it is agreed by and
between passenger and carrier that all
disputes and matters whatsoever arising
under, in connection with or incident of
this contract shall be litigated. if at
all, in and before a court located in
Miami, Florida. U.S.A., to the exclusion
of the court. of any other state,
Sal~ent's Court Reporting Service. Inc.
(814) 536-8908
1 territory or country. Passenger herein
2 waives any venue or other objection that
3 he may have to any such action or
4 proceeding being brought in any court
5 located in Miami, Florida.
6 7A, no suit shall be maintainable
7 against carrier or the vessel upon any
8 claim relating to loss of or damage to
9 property unless written notice of the
10 claim. with full particulars. shall be
11 delivered to carrier at its principal
12 office within ten days after termination
13 of voyage to which this contract relates.
14 and in no event shall any such suit for
15 any cause against carrier or the vessel
16 relating to loss of or damage to property
17 be maintainable unless such suit shall be
18 commenced, filed. within six months after
19 the termination of the voyage and process
20 served within 30 days after filing.
21 notwithstanding any provisions of law of
22 any state or country to the contrary.
23 7B. no suit shall be maintainable
24 against carrier or vessel for delay,
25 detention, personal injury, illness or
Sargent's Court Reporting Service, Inc.
(8141 536-8908
1 death of passenger unless written notice
2 of the claim, with full particulars,
3 shall be delivered to carrier at its
4 principal office within six months from
5 the day of such delay, detention,
6 personal injury, illness or death of
7 passenger occurred, and in no event shall
8 any such suit for any cause against
9 carrier or vessel for delay, detention,
10 personal injury, illness or death be
11 maintainable unless such suit shall be
12 commenced, filed, within one year from
13 the date within the delay, detention,
14 personal injury, illness or death
15 occurred and process served within 30
16 days after filing, notwithstanding any
17 provision of law or state or country to
18 the contrary.
19 Q. Okay. Thank you. You have no
20 idea how painful that can be in some
21 depositions. Did you have any difficulty
22 understanding what you just read?
23 A. Not right now. No, I did not.
24 Q. Do you have any recollection,
25 having read that again, when you first
Sargent's Court Reporting Service, Inc.
(8141 536-8908
1 may have either been told or read these
2 ticket terms that tell you that suits
3 have to be brought in Florida and within
4 one year?
5 A. Well, I can't recall exactly when
6 I learned that information, but I did
7 understand that Royal Caribbean preferred
8 us to file suit in Miami.
9 Q. You don't have any --- was it
10 within one year that you understood that?
11 A. It was within the year, sure.
12 And the I didn't remember the exact
13 day I learned of that information.
14 Q. All right. When did you first
15 is Mr. Bozarth the only attorney that
16 you have consulted in connection with the
17 claim against Royal Caribbean?
18 A. The fir8t attorney that I had
19 left her firm.
20 Q. Who was the first attorney that
21 you had?
22 A, Deanna Smith (phoneticl.
23 Q. And when did you fir8t consult
24 with Deanna Smith?
25 A. Probably the .econd week of
Sargent'. oouTt Reporting service. Inc.
(114) 53'.19QI
1 March. Soon as we got back.
2 Q. And with what firm was Diana
3 Smith Deanna Smith employed?
4 ATTORNEY BOZARTH:
5 Krimsky and Rosen
6 (phonetic)
7 BY ATTORNEY BACH:
8 Q. Did Ms. Deanna Smith review the
9 ticket with you?
10 A. No, she did not,
11 Q. Did you make the ticket available
12 to her to review?
13 A. We didn't get that far.
14 Q. Because of a discussion we had
15 before going formally on the record, I am
16 led to believe, and I'm not asking Doctor
17 Toomey this question, but I'm led to
18 believe that we will not have available
19 to us for Doctor Toomey's deposition a
20 similar ticket booklet at least for
21 today's purposes. However, Doctor ---
22 I'll get your name wrong, Chrencik, a K
23 on the end of it.
24 A. You can say Faerber.
25 Q. Okay. Doctor Faerber, thank you.
Sargent'. Court Reporting Service, Inc.
(814) 536-8908
1 Was a ticket booklet similar to the one
2 or identical to the one that we have
3 marked as your Exhibit Two, was a similar
4 ticket issued to Doctor Toomey and sent
5 to you for delivery to Doctor Toomey?
6 A. To the best of my knowledge, it's
7 identical other than her name.
8 Q. And did you give Doctor Toomey
9 her ticket?
10 A. In Philadelphia before we boarded
11 the plane I probably showed everyone here
12 our tickets.
13 Q. Do you have any recollection as
14 to who would have held onto Doctor
lS Toomey's ticket between Philadelphia and
16 ---?
17 A. I more than likely I had
18 almost every document.
19 Q. How about once you got on the
20 ship, would you have held onto her ticket
21 or would you have given it to her then?
22 A. We got on the ship all at the
23 same time and we just all stood there and
24 handed the three tickets to the operator.
25 Q. when whoever that the boarding
SArgent' 6 Cout't Report 109 Service. tnc.
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agent or whatever took the tickets, did
he hand them back again to you
individually and to Doctor Toomey
individually or did you hold onto all of
them?
A.
Q.
A.
I don't remember.
At the ---.
I probably took them back.
I
don't remember.
Q. Was it necessary for you to carry
your tickets to get on and off the ship?
A. No.
Q. Would --- do you know who took
Doctor Toomey's ticket at the end of the
cruise when the two of you headed back
home?
A. I was still holding --- well, she
was ill or basically I had all the
documents. That's all I I kept
everything. I was in charge of that.
Q. At some point --- since you don't
have Doctor Toomey's ticket here I'm
assuming that Doctor Toomey's ticket
found its way to Doctor Toomey?
A. When we got home we started to
Sargent.'. COUI"t Reporting S.u'Vice. Inc.
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split our things and we only got back to
Harrisburg and at the airport we split up
our papers and she took hers and I took
mine.
Q. Did Doctor Toomey, I'm certain,
have access to her ticket had she wanted
to look at it before, during or after the
cruise?
Certainly.
(Exhibit Number 2B marked
for identification.)
BY ATTORNEY BACH:
Q. I'd like to show you a document
that we have marked as Exhibit 2B to your
deposition and ask if you can tell me
what that is, what it appears to be.
A. It states that it's a Royal
Caribbean cruise ticket contract. And
the passenger is me. There's a booking
10 number of 3121558. The ship is
Splendour of the Seas. Embark ---
embarkation, 1 think that's what it's
abbreviated, begins at 1:00 p.m. on
Friday, February 22nd. Ship s.ils 1:30
a.m., February 22nd. Cabin/category,
A.
Sargent'. COurt Reporting Service, Inc.
(814) 536-8908
1 8036/C, party of three and air/sea travel
2 through Philadelphia, I guess. Cabin
3 fare as agreed it also states. And
4 that's my signature on the bottom.
5 Q. Was a --- to your knowledge was a
6 similar document contained in the cruise
7 ticket contract that was issued to Doctor
8 Toomey?
9 A. I assume.
10 Q. You have no reason to suspect
11 that it was not?
12 A. Correct.
13 Q. And would you expect in the
14 absence of any facts to suggest to you
15 otherwise that Doctor Toomey would have
16 countersigned that embarkation coupon as
17 did you?
18 A. I'm sure she did.
19 Q. The cruise began Saturday the
20 22nd the 22nd of February was a
21 Saturday; is that correct?
22 A. Correct.
23 Q. Did you actually --- because of
24 the delaya in the air freight, I just
2S want to make sure I'm not assuming
Sargent'. Court R.portinq Service, Inc.
(814) ~)'-'90'
1 something, were you able to reach the
2 vessel that day or was there a delay in
3 sailing?
4 A. Well, as our document states, it
S was supposed to sail at 10:00 p.m. that
6 evening and instead it left at 1:30 a.m.
7 on Sunday morning.
8 Q. Do you fault ---?
9 ATTORNEY BACH:
10 Do you want me to hold
11 on, Counsel?
12 ATTORNEY BOZARTH:
13 It's all right. Go
14 ahead.
lS BY ATTORNEY BACH:
16 Q. Do you fault Royal Caribbean at
17 all for the air arrangements that you
18 either endured or had between here and
19 the vessel?
20 A. We were significantly
21 inconvenienced by the horrendous travel
22 rearrangement.
23 Q. I guess what I'm trying to get at
24 i8 it your impression that Royal
25 Caribbean'. --- a. a result of actions by
Sargent's COurt Reporting Service, Inc.
(8Ul 516-11901
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IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY, PA
DIVISION
· · · · · ORIGINAL
REBECCA FAERBER CHRENCIK,.
CIVIL
. . .
et al. , . No. 1997-4288
Plaintiffs .
vs. .
ROYAL CARIBBEAN CRUISES. .
LTD. , .
Defendant .
* * . * . . * .
DEPOSITION OF
PAULA McKAIN-TOOMEY. D.P.M.
MA Y 1. 1 9 9 8
Any reproduction ot this tran.cript i.
prohibited without authorization by the
certifying agency
Sargent'. COurt Reporting Service. Inc,
(IU) 5H.-n08
1 A. Yes, it is.
2 Q. Okay. And we'll just leave that
3 with the Court Reporter to be attached to
4 the transcript. Now, you were here and
5 present while Doctor Faerber testified
6 about the events that led up to taking
7 this cruise; were you not?
8 A. Yes.
9 Q. Do you have anything to add to
10 your reasons why, your expectations for
11 the cruise or what it was that you had
12 asked to have available or what you
13 wanted on this cruise?
14 A. No. We basically had the same
15 expectations.
16 Q. Is it correct that Doctor Faerber
17 made the arrangements with the travel
18 agent for the ticketing and booking?
19 A. Yes.
20 Q. When did you first receive ---?
21 ATTORNEY BACH:
22 And, Doctor Faerber. if I
23 could impoa. on you to pull back
2. out Exhibit Number Two, which i.
25 the booklet.
Sargent's COurt Reporting Service. Inc.
11141 5)6-8908
....-.
1 BY ATTORNEY BACH:
2 Q. When did you first receive a
3 booklet similar --- perhaps I should
4 start with this question. Did you, in
5 fact, receive a ticket booklet similar to
6 the booklet that you saw us use and mark
7 during Doctor Faerber's deposition as
8 Exhibit Two on the back of that. It's
9 marked Chrencik Number Two. Did you
10 receive a ticket booklet similar to that?
11 A. Yes, I did.
12 Q. Okay. When did you first receive
13 a ticket booklet similar to that?
14 A. I looked at it, got to see the
15 front of it when we were getting ready to
16 board in Philadelphia.
17 Q. Board the airplane in
18 Philadelphia?
19 A. Yes.
20 Q. Did you carry your cruise ticket
21 with you? I want to distinguish between
22 the airline ticket and the cruise ticket,
23 which I'm calling the Royal Caribbean
24 ticket. Did you carry your cruise ticket
25 with you during t~~ air travel?
Sargent'. Court Reporting Service, Inc.
lU4) S)6-U08
1 A. I don't really remember, but I
2 believe that Doctor Faerber carried all
3 of the documents.
4
5
6
7
8
9 A. Sure.
10 Q. you would have had the
11 opportunity to do that?
12 A. Yes.
13 Q. Okay. Where is your ticket now?
14 A. I believe that it's with my
15 attorney in Lancaster.
16 Q. Whose name is what, please?
17 A. Michael O'Day.
18 Q. Ie he still your attorney or is
19 he no longer ---I
20 A. He is no longer representing me.
21 Q. Is there any doubt in your mind
22 that you had a ticket similar to this
23 document Exhibit Two ---I
24 A. No doubt in my mind. I
25 definitely had that.
Q. You will agree - - -?
A. Except for the airline tickets.
Q. Is it accurate that had you
wanted to, you know, flip through your
ticket and spend the time to read it,
Sargent'. Court Reporting Service, Inc.
(8141 S)fi-U08
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Q. You came back from the cruise
with it and you gave it to your attorney.
A. Yes.
Q. Now, as I imposed on Doctor
Faerber to do, could you please take a
moment to look at --- the inside of the
ticket there's a page two, one of the
internal flyers of that ticket. Do you
see the language that's highlighted in
red printing there?
A. Yes.
Q. Did you have any occasion to look
at that language prior to taking the
cruise?
A.
Q.
No.
Did you look at it after the
cruise?
A. Yes.
Q. When did you first look at it
after the cruise?
A. I don't recall exactly when, but
I believe it was possibly brought to my
attention by Mr. O'Day.
Q. Okay. I won't ask ..- you're a
well-educated professional. Are you able
Sargent" COurt Reporting Sel~ice, Inc.
(8141 516-8908
1 to read the English language and read the
2 language that's printed in the red
3 lettering there?
4 A. Yes.
5 Q. And do you understand what it
6 says? Whether you agree with it or not
7 is something else, but do you at least
8 understand what it says?
9 A. Yes.
10 Q. Okay. Do you claim that the
11 miscarriage --- first of all, do you
12 agree with what has been indicated
13 earlier that you, in fact, did suffer a
14 miscarriage aboard the vessel?
15 A. Yes.
16 Q. Did you have any inkling that
17 there was anything wrong with this
18 pregnancy that was likely to cause it to
19 terminate by miscarriage?
20 A. No.
21 Q. Did you experience cramping or
22 pains prior to, I think it was, Tuesday
23 that you were in Curacao and noticed some
:14 spotting?
25 A. No.
Sargent'. Court Reporting Service, Inc.
1814) 536-8908
RCCL's tickets arc issued to adults and the size of the tickets is designed for the passenger's
convenience. A billboard size warning is not required for the ticket's teons and conditions to be
valid.
While all of the cases cited above deal with the one year time limitation, they discuss the
issue of delivery of tickets that reasonably communicate their teons to passengers who are bound to
those teons by use of the ticket whether or not they have actually read the teons. Any doubt as to
the validity of the forum selection clause in issue before this Court was resolved in 1991 as
explained below.
D. THE RCCL TICKET TERMS REGARDING THE SELECTION OF A FORUM IS
V AUD ^,~D ENFORCEABLE
The ticket in question or its predecessor has been thoroughly scrutinized and tested by many
courts. The tickets in question also compare favorably with the tickets issued by other cruise lines as
discussed in dozens of opinions that even casual legal research readily discloses.
The case most opinions cite as the logical starting point for the analysis of the enforceability
of a forum selection clause in a passenger ticket is Camil'tli Crvise UM! v. SIIule. 499 U.s. 585. III
s.n 1522, I \3 L.Ed.2d 622 (\ 991).
The SIIule case was clearly considered by this Court when it ruled on the pRliminary
objections. While implicitly recognizing that SIIUIt' contained the controlling law, this Honorable
('ourt denied the pRliminary objections because plaintiffs had not CIn."Cded the question oh.hcther
they had sufficient notice of the forum selectlOD clause.
To the e\tent that the fa..'tUa1 bac~ of tile SIIutt' Ik\;ISIOft can be di.~ from the
SuJlrentc Coon "","1Oft and the opinKlllS of the IoWCI' rouns. It 110ft not appear to be any dllTereftt
I",,", tM ta.:tlYl gl\l.1t"llIlft this ,oUe in "hl.h r1allltilTs selected a ,'rutS( and weft tuued a tid.d
.7_
Two other cases directly on point conccming the forum selection clause are attached hereto.
They are unreported decisions. In the first. Amador- AI'iles I'. Royal Caribbean Cn/i.fe, No. CIV. 96.
2470 (DRD), 1997 WL 397741 AT .2 (I). Puerto Rico July 2. 1997), (transferring the case to Florida
due to forum selection clause), the factual issue was again simple and uncomplicated. Plaintiffs
purchased a cruise and were issued a ticket containing a forum selection clause. Citing Shute, the
District Court in Puerto Rico ordered that the case be transferred to Florida. Likewise, in Moraites v.
Royal Caribbean Cruises. Ltd., No. 94 C 3762.1994 WL 405919 at.3 (N.D. III. July 29,1994),
(transferring the case to Florida due to forum selection clause), plaintiff passengers in Illinois were
ordered to litigate their dispute pursuant to the forum tenns in the ticket in question.
There are a host of cases enforcing the one year time limitation that also appears in the
RCCL passenger ticket. They are called to the Coun's attention because the threshold question in
each of those decisions was also whether the ticket reasonably communicated its tenos. In each, it
was held that it did. If the ticket reasonably communicated the time limitation pro\;sion, it certainly
reasonably communicated every other valid provision in the ticket. including the forum selection
clause. Decisions upholding the Royal Caribbean ticket with respect to the time limitation include
Coprima v. Royal Caribb...an Cruises. Ltd., No. 97 CV 3433. 1997 WL 666287 at.3 (E.D.N.Y.
1997); LousarariUlu'. Rorul Caribbean Corp., 951 F.2d 7.12 (IstCir. 19911; WilliamH'. Royal
Caribbeall Cruise Lille. I",'., Civ. A. No. 90-1010, 1990 WL 284517 at .S (D.N.J. 1990); Lit''' I'.
Royal Caribbeall Cruisf' Lille. 645 F. Supp. 232. 2-'4.35 (S.D.N.Y. 1986); FdglIlI I'. Non/I(: PriMe.
IllC'. <lIId Ro)'ul CariMetm Crui.res. Ltd.. Civ. A. No. 91-5143. 1992 WI. 361704 It .7-8 ID.N.J.
1992); Ikrg I'. R''J'UI Caribbeall Cruisvs. Ltd., Ci\. A. N.:l. 91.4957,1992 \\1. 609tI03 at.6 (D.NJ
199~"; each hoWlng thaI a Ii_limn in the IIdet barred pbintllfs daim Ind grantinJ defmdant's
IMtIOll fur summary judcment.
'n",," of C~ IItlt rqlOrted In ~. S~ art Ilta\:hN
.9.
Not Reported in F.Supp.
(Cite as: 1997 WL 397741 (D.Puerto Rico))
l\fiIagros AMADOR.A VILES, Plaintiff,
v.
ROYAL CARIBBEAN CRUISE,
Defendant.
No. CIV. 96-2470 (DR D).
United States District Court, D. Puerto Rico.
July 2, 1997.
DOMINGUEZ, District Judge.
ORDER
-I Based on the forum selection clause
contained in the passenger ticket establishing
Miami, Florida as the proper forum for
disputes, prima facie valid under federal law
pursuant to the case of Carnival Cruise Line v
. Shute, 499 U.S. 585 (1991), as amended by
law, 42 U.S.C.App ~ 183C, the Court
dismissed the above captioned damages
complaint. Plaintiff alleged damages suffered
while a passenger on the cruise ship, Legend
of the Sea, on FebrulUy 1996. The complaint
avers that the ladder provided by the ship for
use of the top berth of plaintiff's cabin slipped
while she exited the top berth causing a
broken ankle. Plaintiff purchased the tickets
in Puerto Rico. The cruise started in Puerto
Rico and was to end in ),Iexico with
subsequent air transportation to Puerto Rico.
Plaintiff filed a timely notice for
reconsideration alleging that "inconvenience
and expense of prosecution" deprived Plaintiff
of her day in court should the forum clause
prevail (Motion for Reconsideration, Docket
No. 10, p. 2 , 4). Plaintiff further alleged lack
of relationship of the Miami, Florida forum
because the plaintiff resides in Puerto Rico
and the cruise starts and ends in Puerto Rico
(Docket No. 10, p. 3 , 6). The Defendant
opposed the reconsideration (Docket No. lit
Plaintiff requested a hearing (Docket No. 12)
which was continued because the defendant
did not receive notice and because the Court
wished to orient the parties as 10 a rete.nt
decision of the District Court of this
jurisdiction (Docket No 10
. ,,'
-' -:. \ '~'.'
. . .
;:",_ '" .l._t
Page 1
An evldentilUy hearing was held late on June
25, 1997. Plaintiff, a widow, was the only
witness to testify. She testified that her only
income is $515 received from Social Security,
$142 from the Army, and $140 from running a
lottery agency. Further, Plaintiff testified to
expenses higher than her income. On cross
examination she admitted to having taken,
after widow status, other cruise vacations in
JanulUy 1995 (six days cruise) and a sixteen.
day vacation in South America in December
1996. Plaintiff further admitted that all her
children are over aged and gainfully
employed.
The First Circuit Court has established a two.
prong lest in the cases of Lousarian v. Royal
Caribbean, 951 F2d 7, 8.9 (1st Cir.19901 and
Shankles v. Costa Armatori, 722 F.2d 861 (1st
Cir.1983) in evaluating the legitimacy of
forum selection clauses under the case of
Carnival Cruise Lines, Inc. v. Shute, 495 U.S.
585 (1991). The two.prong test coined as the
"reasonable communicativeness test," is the
following:
First, a court must examine the facial clarity
of the ticket contract and whether its
language and appearance make the relevant
provisions sufficiently obvious and
understandable. The second prong focuses on
'the cirtumstances of the passenger's
possession and familiarity with the ticket,'
id., which involves scrutiny of 'any extrinsic
factors indicating the passenger's ability to
become mean.ingfu.1ly informed of the
contractual terms at stake,' id. (Citation
omitted). Given this two.step analysis, it is
ob\oious that the determination of
enforceability must be made on a case.by case
basis... (clting Shankles, 722 F.2d at 864-661
-2 The (lrst part of the test examines the
facial clarity of the clause in the ticket. This
part of the test is easily complied with since
the clause i. emphasized by being typed in red
ink in the same type of lettering as all the
remaining clauses typed in black letterina.
The second part of the test focuses on "the
circumsUl\Cts of the passenger'. po.seuion
and familiarity with the ticket." The licket
was in Plaintiff. possclllion days before the
cruis.e delivered by a fellow passenger. The
C"llr · \\"est 19M :-:<\ Claim to Ong Us. C..,vt. \\"orks
\ nS1l./\\\'
I
Not Reported in F.Supp.
(Cite os: 1997 WL 397741, "2 <D. Puerto Rico))
Page 2
ticket contained both the sea cruise itinerary
os well os return air itinerary from Mejico to
Puerto Rico together with a statement on the
cover page signed by Plaintiff which states:
"This is your cruise ticket contract. It is
important that you read all terms of this
contract. Signed Milagros Amador. " The Court
finds no extrinsic significant factor leading to
Plaintiff not being significantly informed of
the forum selection clause.
IT IS SO ORDERED.
END OF DOCUMENT
Plaintiff alleges lack of economic means to
litigate in Miami, Florida. She alleges that
her income is around $800.00 with a heavy
economic burden. However, notwithstanding
said averment, between 1995 and 1996
Plaintiff has had sufficient economic means to
take two cruises and a sixteen.day South
American vacation. [FN 11
FNI. Plaintiff"s lottery conunission income seems to
be undersuted.
Plaintiff further alleges that her medical
expert resides in Puerto Rico together with the
witnesses of the ease. However, there is
nothing that impedes Plaintiff from taking
depositions of experts and witnesses in Puerto
Rico and using them in Florida os authorized
under FRCP No. 30 Plaintiff may even use
depositions upon written interrogatories under
FRCP No. 31 to further curtail the potential
expenses of the deposing of her witnesses. The
Court, therefore concludes that Plaintiff has
not satisfied the "heavy burden of proof
required to IIet aside the clause on grounds of
inconvenience.. Shute, 499 U.S. at 595. IFN2)
FN2. The Illeptioa of lad of rel.llionsbip widllbe
Miami Florida rorwn is misplaced. In C.rnival
Cruise l.iae. Int. v Shu... III SCt m2 m4- ms
lbe rorwn claU>e of Florida '"u found valid
""",wlll14in& dloc Ibe ctllise '"u from I'IIeno
V.UIna. Mtjico 10 t.e. ",*,". Clltfumio IlllI
pllintilli ...... MI R\idna of Rurido but of tbf
SUIt of WuIlmalOll.
The ~foti.on for RecoNideration ia DE1'HED.
The Court tr&I'Isfen the we \0 the United
Statu DiWid Court for the Southern Disvict
of Florida. Jlld&'nwnt \0 be ~
actMiincly.
COfr. · Welt 1996 No Claim to Oric. US Gort Worb
\\ I sn. \\\'
.
Not Reported in F.Supp.
1995 A.M.C. 348
(Cite as: 1994 WL 405919 (N.D.I1l.11
John MORAITES, Plaintiff,
v.
ROYAL CARIBBEAN CRUISES, L TD..
Defendant.
No. 94 C 3762.
United States District Court, N.n. minois,
Eastern Division.
July 29, 1994.
MEMORAN'DUM OPINION AND ORDER
CASTILLO, District Judge.
.1 This action arises out of a personal injury
sustained by plaintiff, John Moraites. while he
was a passenger on one of defendant Royal
Caribbean Cruises Ltd:s cruise ships.
Defendant has moved to dismiss under Rule
12<bX6l, claiming that venue is not proper in
the Northern District of Ulinois because the
cruise ticket plaintiff purchased contains a
forum.selection clause requiring that all
disputes arising in connection with the cruise
be litigated in a court in ~1iami, Florida.
Specifically, the ticket states:
It is agreed by and between passenger and
carrier that all disputes and matters
whatsoever arising under, in connection with
or incident to this contract shall be litig&ted,
if at all, in and before a court located in
:'1iami, Florida, U.S.A., to the exclusion of
the courts of any other state. territory or
country. Passenger hereby waives any venue
or other objection that he may have to any
such action or proceeding being brought in
any court located in Miami, Florida.
Defendant argues in the alternative that the
court should transfer this action to the United
States District Court for the Southern District
of Florida pursuant to 28 V.S.C. t 1406lal.
As a general rule. fonun lll!lection clauses an
"prima facie valid and should be enfon:ed
unle.. enforcement is ahown by the resisting
party to be UDnllllOnable under the
cirtumstances." '-1S Iln>men v Zapata Off
Short' Ca , t07 l'S 1. 10 11972\ Even where
the f,mun c!;lw;e esUbhshes a remote forum
Page I
for resolution of conflicts, the resisting party
bears a "heavy burden of proof' of unfairness.
Id. at 17.
In a case strikingly similar to this case, the
Supreme Court upheld the enforceability of a
forum.selection clause in Carnival Cruise Line
, Inc. v. Shute, 499 U.S. 585(991). Like Mr.
~toraites, the plaintiff in Shute purchased a
ticket containing a clause selecting Florida as
the forum, was injured on the cruise, and filed
suit against the cruise line in her home state
of Washington alleging negligence. The cruise
line moved to dismiss for improper venue and
the district court granted the motion.
Following reversal by the court of appeals, the
Supreme Court held that the court of appeals
erred in refusing to apply the forum.selection
clause. In doing so, the Court rejected the
nrgwnent that a non. negotiated forum.
selection clause is per se unenforceable. Id. at
593. Rather, the Court listed several
justifications for permitting the cruise line to
insert a reasonable forum clause in a fonn
contract. including the cruise line's "special
interest" in limiting the number of fora in
which it potentially could be sued. the
"salutary effect" of dispelling any confusion
about where suits arising from the contract
must be brought and defended. and increased
benefits to passengers in the fonn of reduced
fares reflecting the savings that the cruise line
enjoys by limiting the fora in which it may be
sued. Id. at 593.94.
The Court also held that the forum selection
clause did not violate the Limitation of Vessel
Owner's Liability Act, 46 U.S.C.App. I 183c
which states:
.2 [t shall be unla..fuj for the ... owner of any
vessel transporting passengers between porta
of the United States or between any such port
and a foreign port to insert in any rule,
rellUlation. contr:lct. or agreement any
prorision or limi tation .. 121 puIllOrting in
such event to lessen. wealLen. or avoid the
nght of any claimant to a trial by cwrt of
competent Juri.mction on the queation of
liab.hty for such Iou Of' i.n,jury. or the
measure of d1Un8t:f:!l the...,ftlr. All such
provisions or limitations conwned in any
C"P" · West l~ :0.;0 Chum to On, t: S (;'"t Worlul
\\,1:,1'1. \\\'
t
Not Reported in F.Supp.
(Cite os: 1994 WL 405919. -2 (N,D,llI.ll
such rule, regulation, contract, or agreement
are hereby declared to be against public
policy and shall be null and void and of no
effect.
As the Court explained, "the clause states
specifically that actions arising out of the
passage contract shall be brought 'if at all: in
a court 'located in the State of Florida,' which,
plainly, is a 'court of competent jurisdiction'
within the meaning ofthe statute." 1d. at 596.
Plaintiff makes no effort to distinguish Shute.
Rather, plaintiff claims that Shute no longer
accurately reflects the law. Without citing
any authority, he argues that the November 4,
1992 amendment of 46 U.S.C.App. ~ 183c by
Pub.L. 102.587 changed the law so that t 183c
now forbids the use of 0 forum. selection clause
which limits an injured passenger's selection
of judicial forum in any way. The November
1992 amendment substituted the words "any
court" for the word "court." Under plaintiffs
interpretation, the amendment prohibits the
use of a forum.selection clause at all.
PlaintiEs interpretation is completely
unsupported by the legislative history or the
case law. On the contrary, recent decisions in
this jurisdiction post-dating the November
1992 amendment indicate that Shute is alive
and well. See. e.g., Hugel v. COlllOration of
Lloyd's, 999 F.2d 206, 210 (7th Cir.19931
(citing Shute in the context of a discussion
stating that forum stipulation clauses are
prima facie valid and routinely enforced
absent a finding of unrellJlOnablenessl; CIT
GroupCl1!cIit Finance, Inc. v Lott. No. 93 C
548, 1993 WL 157617 tN.Om. :'lay 13, 1993)
(&amel.
:.toreover, plaintift"s interpretation il refuted
by the mblequent history of th;t stat1.lte itlelf
On ~ber 20, 1993 Congre!lll amended the
statute ..ain, IIH Pub. L. 103206, Ws time to
change the words "any court. back to "court.
Thua, nen ,f CongrelUl !lad intended the
November 1992 amend.rNnt w have the
coNll'<l\Wnces attnbuted to It by platntllf I i\1I
~ftt the l'Ourt ",jC'Cbl, Congre.. ",,{
dI~ Its mind by ~b,r 1993
n.c:.1lIOf this u. is ~ftmrd l!y S1'lulC'. the
Page 2
court would be justified in dismissing the
action for improper venue. However, rather
than dismissal. the court believes justice
would be better served by transferring the
case to the U niled States District Court for the
Southern District of Florida under 28 U.S.C. I
1406lal. See, e.g., Benvenuti & Stein, Inc. v.
Compuler Software Specialists. Inc.. No. 87 C
2507, 1987 WL 12699 (N .D.ill. June 12, 1987)
(court applied forum.selection clause in
contract and transferred case to Florida
pursuant to 28 U.S.C. ~ 14061all.
-3 Plaintiff has tried to avoid this result by
arguing that Chicago, illinois is a more
convenient forum in which to conduct this case
than Miami, Florida. According to plaintiff,
many of the witnesses reside in illinois,
plaintiff himself resides in illinois, and
plaintiff was treated for some of his injuries in
lllinois. Defendant has countered with its own
list of factors favoring transfer. defendant's
cOlllOrate office is located in Florida, the
documents relating to the accident are located
in Florida. and the personnel aboard the
cruise ship at the time of plaintift"s accident
were employed in Florida. The accident itself
occurred in the Pacific Ocean off the coast of
:.texico.
The Supreme Court weighed many of these
same factors in Shute and found them
insufficient to override the forum.selection
clause. Mrs. Shute resided in Washington, the
defendant cruise liJ\e had ill principal place of
business in t'lorida, and the accident occurred
off the coast of Mexico. The Court noted that
"Florida i. not a 'remote alien fonun,' nor..
given the fact that Mrs. Shute's accident
occurred off the ~oast of :.texicohil w. diapute
an essentially local one inherently more suited
to rellOlution in the State of Washington thall
In Florida.. ld. at 594. Therefore, absent an
ltllegallon that Mrs Shute lacked l10tice of the
forum daWle. the Court concluded that Mrs.
Shute lI&i "not astufied the .heavy burden of
proof: n>qUll\'ll to ., UIOe the clause on
J1'U~ uf lnron>'elllence. 1d at 595
The JftM'nt facti ~I the _ rHUlt.
l'Iatnttft' has 001 ltll.p! that he lacked not1C9
,If the ~ daUllt <>I' that hot wu indueed til
f"pI' . WC"!It l~ x" n""", ", Orlll ~ S (j"vl Wvrts
\ \ l.sn.'\\\'
.
Not Reported in F.Supp.
(Cite as: 1997 WL 666287 (E.D.N.Y.))
Phyllis CAPRIOLA and Anthony
Capriola, PlainUCfs,
v.
ROYAL CARIBBEAN CRUISES, LTD.
Defendant.
No. 97 CV 3433.
United States District Court, E.n. New York.
Sept. 5. 1997.
Peter A. Junge, Esq., Lambos & Junge, New
York. N.Y.
Eric S. Roseblum, Esq., Law Offices of Eric S.
Rosenblum, Levittown, N.Y.
MEMORANDUM AND ORDER
GLASSER, District J.
SIDThtARY
-IOn June 18, 1995, while on a ,'acation
cruise aboard the MIV l\lonarch of the Seas.
Phyllis Capriola slipped and fell on a wet floor
and suffered the i~uries that give rise to this
litigation. On February 18. 1997, she and her
husband, Anthony Capriola. filed this
negligence action against Royal Caribbean
Cruises, Ltd. ("RCCL "), the owner and
operator of the Monarch of the Seas. Phy Ilis
Capriola seeks recovery for the i~uries she
sustained aboard the ship, and Anthony IieCks
recovery for loss of the society, services. and
consortium of his wife. RCCL has moved for
summary judgment on the ground that the
action was commenced after the expiration of
the one. year IimitatiOIl8 period contained in
plaintiffs' passenger ticket contract. For the
reasons set forth below, RCCL's motion is
granted.
BACKGROUND
The facts are undisputed. Prior to boarding
the cruise ship. the Capriolaa were issued
ReeL passenger ticket booklets. which
coll8isted of lleVl!raJ coupons measuri ng thrft
and one quArter inches by eight inclws. Dre
j( If! State, , J The cover p&llIl or the boolUet
.' .
Page I
is printed on ivory card stock and bears the
following admonition in n.wy blue letters:
~U)ORTA.!\n NOTICE
The tan pages of this booklet contain your
cruise ticket contract which limits your
rights. It is important that you carefully read
all the terms of the contract and retain it for
future reference.
Id. at , 4.
Among the coupons contained in the booklet
is the RCCL cruise ticket contract. The cruise
ticket contract has a box that measures
approximately one inch by three inches in the
right.hand comer in which the following
notice is printed:
THIS IS YOUR TICKET CONTRACT. IT IS
IMPORTA."lT THAT YOU READ ALL
TER.\IS OF THIS CONTRACT (pp. 1-41.
THIS TICKET IS NOT TRA."lSFERABLE
A."lD IS NOT SUBJECT TO ALTERATION
BY THE PASSENGER.
Id. at , 5. Beneath this warning is a space for
the passenger to sign. The signed ticket
(known as the "Lifted Ticket") is removed
from the booklet by RCCL personnel at the
time of boa."'liing and the passenger retains a
duplicate copy.
The back of the Cruise Ticket Contract
retained by the passenger is the passenger
ticket contract. Id. at , 6. The passenger
ticket contract is printed on rattan patterned
tan cardstock and contains twenty numbered
clauses spread over four pages of the booklet.
In the upper right.hand corner or the
contract's first page the follOwing warning
appears in navy blue bold lettering:
~fPORTAl"I-.PASSEXGERS READ ALL
CLAeSES (PAGE 141
The clause relevant to this case. 7(B). advises
or a one. year contractuallimitatiolll plIriod for
personal in,iury claims against the carrier. In
contrast to the other clauses. which are
pnnted in blue. 7(m is pnnted in bricht red.
It po1lVldea:
:\0 SeIT SHALL BE ~lAD<'TAIXABLE
AGAIXST CARRIER OR TlIE VESSEL FOR
I'ER.<;t1SAI. DlJt'RY . . OF }'ASSE.'\GER
Copr. · Welt 19':18 :\0 Claun to On, C S ('s<>vt. Works
\\ISlL\W
.
Not Reported in F.Supp.
(Cite as: 1997 WL 666287, "I (E.D.N. Y.))
UNLESS WRITrEN NOTICE OF TilE
CLAIM, WITH FULL PARTICULARS,
SHALL BE DELIVERED TO THE CARRIER
AT ITS PRINCIPAL OFFICE WITHIN SIX
(6) MONTHS FROM THE DAY WIlEN
SUCH PERSONAL INJURY
OCCURRED; AND IN NO EVENT SHALL
ANY SUCH SUIT FOR ANY CAUSE
AGAINST CARRIER OR THE VESSEL FOR
PERSONAL L"'JURY BE
MAINTAINABLE UNLESS SUCH SUIT
SHALL BE COMMENCED <FILED> WITHIN
ONE 01 YEAR FROM TilE DAY WHEN
THE ... PERSONAL INJURY OCCURRED
AND PROCESS SERVED WITIIIN THmTY
(30) DAYS AFTER FILING,
NOTWITHSTA1'oWING ^,'<Y PROVISION
OF LAW OF ANY Sf ATE OR COUNTRY
TO THE CONTRARY.
.2Id. at 17.
DISCUSSION
I. Summll1'Y Judgment Standard
Summary judgment should be granted If "the
pleadings ... and admissions on me ... show
that there Is no genuine issue as to any
material fact and that the moving party is
entitled to judgment as a matter of law."
Fed.R.Civ.P. 561c). See Celotex Corp. v.
Catrett, 477 U.S. 317, 322.23, 106 S.Ct. 2548,
91 L.Ed.2d 265 (19961; Matsushita Electric
Indus. Co. v. Zenith Radio Corp.. 475 U.S.
574, 596-97, 106 S.Ct. 1348, 89 L.Ed.2d 538
(1986). In ruling on a swnmary judgment
motion, a coUlt must "resolve all ambiguities
and draw all reasonable inferences in favor of
the party against ....hom judgment is sought ."
with the burden on the moving party to
demonstrate the ablena! of any material
factual ill5Ue genuinely in dispute." Heyman
v. Commerce and Indus. Ins. Co., 524 F.2d
1317, 1320 (2d Cir.19751.
n. The Applicable Law
It ia now settled that a palRnpr cruise ticket
i. a mU'itlme contnct. and the limitations
period to be app1~ in . penona\ if\iUQ' actlon
i. lO\'enwd b)' feden1 maritime law.
VaY1'lUlu v. Klostet- Cruise Ltd. 822 F~
919 ItD N.Y.I993-titillC C&mi"a! Cruise
Page 2
Lines, Inc. v. Shute, 499 U.S. 585, 111 S.Ct.
1522, 113 L.Ed.2d 622 (991); :\lilanovieh v.
Costa Croeiere, S.p.A., 954 F.2d 763
<D.C.Cir.1992l; and other cases)).
m. The One-Year Limitations Period
There are two requirements on a sea carrier's
use of a contractual limitations period. First,
ilie passenger must be allowed at least one
year from the date of injUQ' to sue. See 46
U.S.C.App. 183Cb) [FNI); Spataro v. Kloster
Cmise Ltd., 894 F.2d 44 (2d Cir.19901.
Second, ilie ticket must sufficiently alert the
passenger to the restriction. Id. at 45. The
seminal case in this regard is Silvestri v.
Italla Soeieta Per Azioni Di N avigazione, 388
F.2d 11 (2d Cit.1968ffriendly, J.), which ilie
Second Circuit has read to require that sea
carriers "reasonably communicate" any
limitations period to their passengers. See
Spataro, 894 F.2d at 46. "Wheilier this
standard has been met is a question of law for
the court." Kient%ler v. Sun Line Greece
Special Shipping Co., 779 F.Supp. 342, 346
IS.D.N.Y.1991l.
FNI. 46l!.S.C.Arr. 183(bl provide"
II ,h.tll be unlawful for the ... owner of .ny ....
golOg \'es.\el ... uans.poning pa.s~ngen ... 10
provide by !\lie. contract. regulation or otherwISe.
,honer period for IlVlIlg ootlce of. or ming claims
for 10" of hfe '" bodily lDJUry than .it 1IIOIllIIs. .n<I
for th~ lllStJtU.tlon of SUlU on !iucla claims. than one
yur. .uch . po""" for ""unlllun of ,uils to be
computell from the <lay ..hen the dum or injury
""cum<!.
The only issue here is whether the ticket
issued to the Capriolas reuonably
communicated the one-year limitations period
to them. The court finds that it does. Thia il
not a cue of 'al condition ... camouflaged in
Lilliputian print .., (that isl unnoticeable and
unreadable." Lisi v. Alitalia.Linee Aeree
Italiane, 253 F.Supp. 237.243 (5.0 N.Y.l966I,
alfel 370 F.26 508 (26 Cir.19661. alfel 390
U.S. 455,88 5.Ct. 1193. 20 L.Eli.2d 27 (l9661.
The various wami"" rqardinc the
importante or l1ladinc the ticllet an cleerb
printed and easily readable. Nol.hinc obleures
them Of hintlen the ahtlity of the reader to
C. · West 1M No CI~ to Onlt US Glrt. Wor\I
\ \ I 3rL \\\'
~
Not Reported in F.Supp.
1991 A.:\I.C. 237
(Cite as: 1990 WL 284517 <D.N..J.ll
Helene and Charles WILLIAMS.
Plainurfs.
v.
ROYAL CARIBBEAN CRUISE I.INE.
INC.. Defendant.
Clv. A. No. 90-1010.
United States District Court, D. ~ew ,Jersey.
Aug. 14, 1990.
:\1ichael O. Kossak, White and Williams.
Westmont, ~.J., for plaintiffs.
George J. Koelzer, Ober. Kaler, Grimes &
Shriver. John P. Flanagan. Edison. ~.J., for
defendant.
OPINIO~
COHE~, Senior District Judge:
I. INTRODCCTIO~
-I This negligence action comes before the
court on a motion by defendant, Royal
Caribbean Cruise Line, Inc., ("Royal
Caribbean "J, for summary judgment on all
counU of plaintiffs, Helene & Charles
Williams' ("WilIiams"J complwnt. Because the
affidaviu submitted by the parties indicate
that plaintiffs' complaint is time barred,
defendant's motion shall be granted.
n. FACTUAL A."D PROCEDl1L\L
BACKGROC~D
On or about Marclt 2, 1988, plaintiffs paid the
sum of $4,690.00 to defendant, Royal
Caribbean. for a ten day cruise aboard the
vesael. Sun Viking. Prior to the start of the
cruise, Helene Williams l'Kl!ived a copy of her
JlUMncer ticket which established the tenna
and conditions of the vayap. On the cover
sheet of the ticket, a bold faced c1aWll! stated:
r-ncers ",ad all c1a\l5t'l
A!rain.. on the fIrSt p,'lll'! of the ticket. this
tllne 1ft blldfaced. capital letten. pa-ncers
10m! Informed that:
Page I
TIllS IS YOUR Cm,TRACT. IT IS
I:\IPOHTA~T TIIAT YOU READ ALL
TER:\IS OF TillS CO~TRACT, PAGES I, 2,
& :I ~ON.TRA~SFEHABI.E, ALTEHATlONS
vom TICKET.
Finally, paragraph seven of the tir.ket
contract stales in smaller. but nevertheless
bold faced capital letters:
~O SCIT SIIALL BE :\LU."TAINABLE
AGAINST TilE CARRIER OR VESSEL
UPON A."Y CLADI IN CONNECTION
WITH TIllS TRANSPORTATION OR
CONTRACT RELATL"G TO BAGGAGE OR
A." 'I' PROPERTY UNLESS WRITTEN
NOTICE OF THE CLAI:\I. WITH FCLL
PARTICCLARS SIIALL BE DELIVERED TO
THE CARRIER OR ITS AGENT AT ITS
OFFICE AT TilE PORT OF SAILL"G OR AT
THE PORT OF TER.\IINATION WITHIN
THnny (30l DAYS AFTER TER.\IL"ATION
OF TilE VOYAGE TO \\lIICH THIS
CONTRACT RELATES; A."D IN NO
EVE:'.. SIIALL A."Y SCIT FOR A."Y
CACSE AGAINST THE CARRIER OR
VESSEL WITH RESPECT TO BAGGAGE OR
PROPERTY BE :\LU."TAINADLE CNLESS
SCIT SHALL BE CO:\l\IENCED WITHIN
ONE 11l YEAR AFTER TIlE TER.\IINATION
OF THE VOYAGE. NO SCIT SIIALL BE
:\L\INTAL"ED AGAINST THE CARRIER OR
VE..<iSEL FOR DELAY, DETENTIO:-:,
PERSONAL L"JllW. ILL~F~<;S OR DEATH
OF THE PASSE~GER C:-:LE..<;S ....'RITTEN
~OTICE OF THE CLADI WITH FCLL
PARTICULARS BE DELIVERED TO THE
CARRIER OR ITS AGE:'.. AT ITS OFFICE
AT THE PORT OF SAILL"G OR AT TlfE
PORT OF TER.\UNATION WITIfIN SIX 16J
MO~TIIS FROM TlfE 0,\'1' WilEN SCCII
DELAY, DETE~T10~, Pt:RSO:-:,\L
INJl1tY. IU.....ESS. OR Dt:ATH OF TIfE
PASSENGER OCCl1tRED: ,\,"0 L" ~O
E\'E:'.. SHALL ,\....'1' Sl'rr FOR A."Y
CACSE MjAL"~. TilE c.UtRlER OR
n:","EL WITH RF~'iPEct TO OF-LAY.
DETE:\.IOS. Pt:R.~)St\1. INJlllY,
11.t.~~:..'lS OR 1lE,\TIIIlf: :\1..\1:'\1,\ 1:'\.\L1 L[,
D;L1''&'' seIT SIIALL HE C\)~l\U:NCED
WITllI:'\ O:>\F. III YF.AR fRO:'.1 Tilt: DAY
Co~ 'Wf_t 1!I9<'\ :,\" rta.m h.Onll t's {,,,to Work.
Wlsn \\\.
,
Not Reported in F.Supp.
(Cite as: 1990 WI. 284517. .1 (\l.N.,!.))
\\lIEN TilE DELAY. DI.;n::-:TION,
PERSONAL INJURY. ILLNESS OR DEATII
OF TilE PASSENGt:R OCCURRED.
NOTWITHSTANDING ANY PHOVISION OF
A,.-;Y STATE OR COUNTRY TO TilE
CONTRARY.
On Mmch 6, 1988, while aboard the cruise,
Helene Williams slipped and fell aboard the
Sun Viking allegedly as a result of the
presence of oil on the deck of the ship. :\lrs.
Williams alleges in her complaint that as a
result of defendant's negligence, she suffered
severe and disabling injuries. Subsequent to
sustaining these injuries, Helene Williams
was treated aboard the ship, and immediately
thereafter infonned representatives of her
intention to file a claim. Shortly thereafter,
she spoke with Deborah Higginbotham, a
representative of Royal Caribbean. who
allegedly infonned her that "Royal Caribbean
would take care of all [herl injuries and would
quickly settle [herl claim. She did not
mention anything about filing suit within one
year." Williams Affidavit at p. 5. Mrs.
Williams avers to the following, additional
relevant facts in her affidavit:
.2 (61 Soon after returning from the cruise. I
spoke to Anthony Picciurro of Southern
Marine Claims Service regarding my claim.
Mr. Picciurro told me I should not get a
lawyer and lISllured me that Royal Caribbean
would settle my claim quickly. In addition,
Mr. Picciurro promised that Royal Caribbean
would pay all my medical bills. At that time
Mr. Picciurro also offered $4,000.00 in full
settlement of my claim. I rejet:ted this
settlement offer.
171 At various times during the first yem after
my injury, ~tr. Picciurro intentionally
diSCOUTaged me from filing suit and insisted
that I should wait until after all my medical
treatment had been concludE'd before I filed
sui\.
Illl The comments made by :\15 IIigginbotham
and:\lr PlcciurTll we", inwntionally det:eptive
and "lire made for the putllO~" of ddl\)'lng
the iNltit utlOR of 1IUlt n<lsed on thew
romtt'Wnts I was ll'd to bt>heve that Itdyal
Page 2
Caribbe:m was accepting responsibility for my
injuries and would pay my claim. In addition,
I was led to believe that I should wait until
after my treatment was complete to file swt.
(9) On :'Iarch I, 1990, I filed a lawsuit in the
United States District Court for the District of
New Jersey due to the fact that my claim had
not been settled.
(I Q) At no time prior to the filing of the
complaint on Mmch I, 1990 was I aware that
it would be necessary to file suit within one
yem of injury.
(I I) At all times prior to the filing of the
lawsuit, I was under the impression that the
defendant would settle my claim and would
pay my medical bills.
(12) Prior to the expiration of the one year
suit limitation, I provided :\Ir. Picciurro with
copies of all my medical bills and other
documentation supporting my claim.
(13) I received a copy of the ticket for the
cruise which has been attached as Exhibit A to
defendant's motion for summary judgment in
the mail. At no time did Royal Caribbean
infonn me that any suit for damages would
have to be filE'd within one year.
(14) After reviewing the ticket for my cruise, I
was not aware that any lawsuits had to be
institutE'd within one yem.
(15) When I reviewed the one year suit
limitation provision contained in the ticket, I
did not understand it. In fact., I was under the
impreSllion that it would apply only to the
ext4!nt that it was not inconsimnt with New
Jersey state law.
Despite the alleged statements made by
defendant's agents. by at least October 27th,
1988. plaintiff retained the fmn of White and
Williams to handle her personal injury claim.
In an October 27. 1988 letter from Michael O.
Kassack. Esquire, of \\1\.114' and Williams, to
Anthony Plcmll"\'o of Southern :\1llJ'ine Claims
Service, he "late!l:
C"pr. ' W""t \~ X" ClAim to Onll' I:S Go.! W"ru
\\rSTI.\\\'
\
Not Reported in F.Supp.
(Cite as: 1990 WL 284517. .2lD.N.J.))
Please be advised that I ha\'e been retained to
represent Helene Williams with respect to an
accident occurring on March 13, 1988 on the
Sun Viking cruise. Helene has already
submitted a number of medical bills and we
will be submitting further documentation as
times develops (sic). Please feel free to contact
me regarding this case.
Suit was instituted in the United States
District Court for the District of :-Iew Jersey
on March I, 1990 over 1 year and \1 months
from the date of the accident. Subsequently
on April 17, 1990. an amended complaint was
filed. ;n July 10, 1990, defendant. Royal
Caribbelin filed the instant motion for
sumIn81')' judgment on all counts of plaintiffs'
complain~. According to defendant, the action
was not commenced within the one year
limitation period set forth in paragraph seven
of the voyage ticket and consequently, the
claim should be treated as time barred.
n. DISCUSSION
A. Summary Judgment
"3 The standard for granting summ81')'
judgment is a stringent one. A court may
grant summary judgment only when the
materials of record "show that there is no
genuine issue as to any material fact and that
the moving party is entitled to judgment as a
matter of law." Fed.R.Civ.P. Wcl; see Hersh
v. Allen Prods. Co.. 789 F.2d 230, 232 (3d
Cir.1986l; Lang v. New York Life Ins. Co..
72! F.2d 118. 119 (3d Cir.19831. In deciding
whether there is a disputed issue of material
fact the court must detennine all doubt in
favor of the non. moving party, ~teyer v.
Riegel Prods. Corp., 720 F 2d 303. 307 n. 2 (3d
Cir.19831. c:ert. denied. 465 U,S. 1091 1\984l;
Smith v. Pittsburgh Gage " Supply Co. 46-1
F.2d 8iO, 874 (3d Cir.I972I. The threshold
inquiJ'y is whether there are any "genuine
factual issues that properly can be resolved
only by a finder of fact because they may
reuonably be resolV1!d In favor of either
party." A.niHJ'lIOn v Liberty Lobby, lnc. 477
US 242.250 119861
~nt Suprenw C"W1 d.>clsions mand.l\te
that a "motion for 5Wnm.vy Judgment mullt be
Page 3
granted unless the party opposing the motion
can produce evidence which, when considered
in light of that party's burden of proof at trial,
could be the basis for a jury finding in that
party's favor." J.E. Mamiye & Sons. Inc., v.
Fidelity Dank, 813 F.2d 610, 618 (3d Cir.19871
!Decker, J., concurring) (citing Anderson, 477
U.S. 242 and Celotex Corp. v. Catrett, 477
U.S. 31711986)). Moreover, once the moving
party has carried its burden of establishing
the absence of genuine issues of material fact,
"its opponent must do more than simply show
that there is some metaphysical doubt as to
material facts." :\latsushita Elec. Indus. Co. v.
Zenith Radio Corp.. 475 U.S. 574, 586(1986).
Thus, if the non.movant's evidence is merely
"colorable" or is "not Significantly probative,"
the court must grant sununary judgment.
Anderson. 477 U.S. at 249.50.
B. Limitation on Ticket
46 U.S.C. t 183lbhl provides:
Ii It shall be unlawful for the manager, agent
master or owner of any seagoing ves&el ...
transporting passengers or merchandise or
property from or between ports of the United
States and foreign ports to provide by role.
contract. regulation. or otherwise a shorter
period for giving notice of, or filing claims for
loss of life or bodily injury, than six months.
and for institution of suits on such claims than
one year. such period for institution of suitt to
be computed from the day the death or injury
occurred.
Clauses such aa in issue in the present CllllC.
and which are specifically authorized by the
aforementioned federal statute, have been
addressed by the courts as far back as a
century aco in The ~ajestic, 166 U.S, 3i5
(U19il and most A'Cently by the Third Cirtuit
in Morek v. ~lorpon Two. Inc., 817 F2d 2~2
(3d Cir 1ge7l
!:l :\tore ll. tll\! Third C imllt aft\nned .
di5trict court', Ol"der which granted SUJrIIlW'Y
~nt to a mUw rohip due to pl&intll'l'a
fAlIIlN 10 imIt\au _t wIthin tlw l-'-
Pf"C1"Ibed en the puMlllfiU tidll~t In tlIat
e_, plalnulT .ust.:uned petWna! i~
(\,~ . WRI I~ Sa fh..m I" Ontf t'S fl.w! "'Mil..
\\ rS'1L\W
\
Not Reported in F.Supp.
(Cite as: 1990 WL 284517, .3 (I).N..J.))
while aboard a vessel but did not institute suit
until over one year had passed. The district
court granted summary judgment and
concluded both that the contractual limitation
of liability was valid and that it was
reasonably communicative. Marek. 817 F.2d
at 244-45.
.4 In afilnning the district court, Chief Judge
Higginbotham recognized that in such cases,
the most relevant issue is not whether the
time limitations are pennissible. but rather,
whether the time limitations for suit are
"reasonably communicative". Id. at 245. In
resolving such issues, Chief Judge
Higginbotham set forth the following
reasoning:
[tlhis detennination, in turn, is best
understood as a pair of distinct legal
examinations. One focal point is the adequacy
of so-called "warning language" often found on
the front cover of a cruise ticket. directing a
passenger to read the particular tenns inside
the ticket. The other focal point is the ticket
tenns themselves, and concerns such physical
characteristics as the location of the terms
within the ticket, the size of the typeface in
which they are printed, and the simplicity of
the language they employ. The question is
thus whether, "taken together, the various
notices and provisions of this cruise ticket
contract" suffice legally to give effect to the
time limit it contains (cit:ltion omittedl.
. . .
The seminal opinion in this field. as in so
many othen, is one authored by Judge Heruy
Friendly. In Silvestri v. Italia Societa Per
Alioni Di Navigazione, 388 F.2d 11 (2d
Cir.I968I. Judge Friendly concluded that "the
thread that runs implicitly through the cases
sustainin( [such cruise ticket time limitations!
is that the steamship has done all it
reasonably could to "'am the pas&engt'r that
the ternu of contract affl'Cting his legal
rights" Id at 17 As the distnct court
recogniwd. hewn"r. Uus Iltatt'ment of th..
l~al tm. if taken lllt>rally. is simply too
rigid. Thi>re is 1l<1 ..tuallan "heN from
hind8l(ht. nne could fl\lt im.tg1 ne the
Page 4
shipowner doing some little bit more to draw
attention to the limitation clause.... Thus,
even though the courts continue to use the "all
it could reasonably could" language,
application of the standard involves notions of
reasonableness and not hypothesizing some
further step the shipowner could possibly have
taken. We therefore follow in the wake of
those courts, including those in our Circuit,
that have adopted the more practical
"standard of reasonable
communicativeness.... "
Id. at 245. citing. Shannon, 640 F.Supp. at
374; Valenti v. Home Lines Cruises, Inc., 614
F.Supp. I, 4, lD.N.J.19841; Strauss eX.re.
Strauss, 613 F.Supp. at 7; Gardner v. Greek
Line, 388 F.Supp. 856, 857 (~1.D.Pa.1975).
The passenger ticket in ~Iarek, which is
strikingly similar to the ticket in the instant
matter. contained the following warning
which was printed in capitalletten;:
ACCEPfA."CE OF TillS TICKET
CONSTITUTES A CONTRACT. THE
TER.\lS A."D CONDITIONS OF WHlCH
ARE SET FORTH INSIDE. PLEASE READ
CAREFULLY.
Next, the ticket contained. on the second
page. the following statement:
Conditions of the Contract Acceptance of thiI
ticket shall constitute an acceptance by the
passenger, as that word has been defined, of
all the terms and conditions set forth herein.
os Finally, a third warning, also in bold
letters stated:
ACCEPfA."CE OF THlS TICKET
CONSTITUTES A CONTRACT. READ
TER.\lS A."D CO~mlTlONS CAREFULLY.
Plaintiff in :Marek. lIS plaintiffs' do herein.
maintairwd that the afo",m..ntioned clause.
did not n>a!lOnably commUNcate the uiltt'nce
and imllOrt~ (If th.. terms of the c:ontrlld.
~Iarek. i'\li F 2d at :.H6 The court disav-!
W\th pliUntiff and ooled that the notice
pI"lVIS.OM did wbat was reasonable to
C.>pf' '\\,,,'1 I ~~ N,) Cl.;W\\ to On, l.::; ('"".. \\\"ks
\\l~lu\\\'
Not Reported in F.Supp.
<Cite as: 1990 WL 284517, .5 <D.N.,J.ll
communicate that the terms of the contract
existed and hence ought to be read.
Further, the court upheld the reasonableness
of the provisior. notwithstanding the fact that
the ticket did not have warnings speCifically
directing the passenger to the limitations
clause. Recognizing that normally, "cases in
which the carrier's liability limitations have
been honored generally involve tickets with
conspicuous warnings directing the
passenger's attention to the terms contained
elsewhere," the court nonetheless held that
"no case stands for the proposition that a
warning is legally insufficient unless it
includes explicit references naming each of the
contractual terms or conditions having the
potential to affect the legal rights of
passengers. It is sufficient that the ticket
contains three conspicuous warnings directing
a passenger's attention to the terms and
conditions inside the folder." Id. at 246.
Finally, the court rejected plaintiffs
argument that the ticket's print was too small
to read. The court noted that the print was
not "so muddled or illegible as to be
unenfon:eable." More importantly. tht' court
recognized that "the type size in which [the
time limitationsl clause is printed is not the
significant mattt'r; there is both ample time
and powerful iru:entivt' to study tht' passage
contract ticket promptly after a loss has
occurred." Id. at 24i. citing, Lipton v.
National Hellenic Am. Lines, 294 F.Supp.
308,311 <E.D.N.Y.I9GB).
Applying the ~tarek. priru:iples to tht' case at
bar, the court conc1 udes that as a mattt'r of
law, the various notict' and other pro\'lSIOns of
the contract when taken together suffice
legally to give e!Tect to the time limitations it
contains. Initially. plaintiff maintalns that
"Royal Caribbean did not explain any of the
provisions contairwd in the ticket. In fact at
not time prior to the filing of SUIt of March I.
1990, did Royal Caribbean explain the
existence of the on year IUlt limitation to tM
plaintiffs (emphuis SUpplied) .
Plaintiffs lIJ'1lUIlWnt stnltt's the court 1\5
illusory SUite it appean that she 15 n-qumllg
Page 5
vocal confirmation from defendant of the
limitation period. Notwithstanding the fact
that defendant has no such duty, plaintiff in
her own affidavit admits to having reviewed
the ticket and the one year limitation. Having
concludt'd that the ticket is reasonably
communicative, see infra, defendant owes
plaintiff nothing more.
Plaintiff specifically challenges the
reasonableness of the notice provision by
stating that the ticket did not make a
"reasonable e!Tort to warn passengers of
liability limitations" because the face of the
ticket [did notl cont3in conspicuous language
warning the passenger's of the contractual
terms contained in other material furnished
by the carrier. Plaintiffs' Brief In Opposition
at 9. However, tht' clause of the ticket did in
fact direct plaintiff to read all of the clauses,
and is not unlike the notice provisions in
Marek. As Marek. informs, no case stands for
the proposition that a warning is legally
insufficient unless it includes having explicit
refereru:es Itol contractual terms ... [which
havel the pott'ntial to affect the legal right of
passengt'rs. .
.6 Faced with tht' \'alidity of the limitations
clause and the consequent dismissal of their
claims. plaintiffs maintain that "defendant
has wai,'ed and is estopped from asserting the
one year suit limitation provision." Brief at 3.
According to plaintilTs. soon after the cruise
ended. Mrs. Williams came into contact with
Anthony PicciWTO. representative from
Southern :\Iarine Claims Service. Plaintiff
avers that PicciWTO informed her that she
should not obtain a lawyer since Royal
Caribbean would promptly settle her claim.
Williams Affidavit at "6.8. Further,
Wilhams states that PicciWTO told her that
she should not Ill... suit due to the fact that she
was &till receiving medical treatment Mr.
Pltcll1TTO purportedly represented that
ckf..ndant ""Quid talLe care of all of plaintiff.
mediCal bills and o!T...red 54.00000 in full
wtU..ment of Mr c1aima, ...hich was
ultll1\3tely rt'Jt'Ctl'd by plaintiff AerordilllJ to
I'blntiff. w ....hed on these comments in
di"Ctdlllg not to nIt! ~wt until :\IM'Ch I. 1990
C~pI' , W..lt 1\I!l'O ~o ClaIm t., tlnll l" S ('o(l\'t W,'rko
\ \ rSrI ...\\\'
Not Reported in F.Supp.
(Cite as: 1990 WL 284517, .6 m.N..J.))
The equitable doctrine of estoppel was
described by the Third Circuit in Burke v.
Gateway Clipper, Inc., 441 F.2d !J.l6 1:1d
Cir.1971l as follows,
[tlhe equitable principle which will allow "no
man to take advantage of his own wrong"
[and] will prevent a defendant, whose
representations or other conduct have caused a
plaintiff to delay filing suit until after the
running of the statutory period, to assert the
statute of limitations as a a bar to the action.
. . .
The nature of the representations and of the
conduct of the defendant are of crucial
significance in determining if the plaintiff is
to be allowed to invoke this equitable
principle of estoppel. This is a question of law
to be determined by the court. In a motion for
summary judgement. the burden is on the
plaintiff to present facts, in accordance with
Fed.R.Civ.P. 56<cl and (el, which iftrue would
require a court as a matter of law to estop the
defendant from asserting the statute of
limitations (emphasis supplied) (citation
omitted).
Thus, a plaintiff must do more than prove
inequitable conduct on the part of the
defendant. Even accepting as true such
behavior, a plaintiff seeking to invoke this
equitable doctrine must come forward with
sufficient facts which infer that such conduct
actually caused her delay in filing suit. It is
the absence of the element of causation that is
fatal to plaintiffs' estoppel argument.
When the sequence of events in this C:J.Se are
reviewed, it is evident that the failure to file
IUit was not due to any action of the
defendant. As early as October 27, 1988,
plaintiffs had I'l'tained counsel and apparently
no further communications had talen place
betwl!en any agent of defendant and p!l1lntiffs.
In fact. it IS uncontroverted that ''1ccil1tT'O
never communicak'<i with plaintiffs' counsel
Further. the v..ry fact that pli\lntiJTs ...1""",<1
coWIMI within th.. ollt! )'ear Iimitall"" pt'nod
belies any inf..l'l'nce that !.he reiit'd upon :any
.tate_nt of the def..ndmt to l't'fr:t.n from
Page 6
filing suit. To the contrary, it is the court's
conclusion that this is clear evidence that she
ignored the advice.
.7 What can be gleaned from the submissions
to this court, both by plaintiff and her counsel,
is that the sole reason this action was not filed
until after the one year limitation period had
lapsed was the apparent unfamiliarity counsel
had with the applicable limitations period.
For example. in plaintiffs' brief, it states,
"there is no question that the plaintiffs' cause
of action was commenced within two years of
the date of irijury." This comment, when
coupled with the fact that the action was filed
within days of the two year period, suggests
that plaintiffs' counsel was under the
assumption that this simple negligence action
was governed by ~ew Jersey's two year
limitations period for personal injuries.
Plaintiffs' reliance on Keefe v. Bahama
Cruise Line, Inc.. 867 F.2d 1318 <lIth
Cir.19891, is misplaced. In that case the court
concluded that a defendant who misled
plaintiffs attorney into thinking a settlement
was complete would be equitably estopped
from invoking the one year limitation on the
passenger ticket. In that case, defendant
falsely stated to plaintiJl"s counsel that
defendant had secured a I'l'lease of liability
from plaintiff and had paid her medical bills
in full. The court found that there it was this
misrepresentation which caused plaintitrs
counsel to delay filing suit until after the
limitation period had lapsed.
In the present case, no such reliance took
place. In fact, the uncontroverted affidavit of
Picciurro reveals that he did not contact
plaintiffs' cou.nsel at all after his l't'CCipt onlT.
Kosaa.:k'8 October 27, 1m letter. Further,
plaintiff has not provided the court with any
eVidence that defendant contacted plaintiff or
ht-r coul\SO'l after this dale Thus. the fl1llure
of plalntlffs' counsel in filing SUit, unlike in
K.,.,fe, 'us nol th" result of nlTum4tl ve
5t3tf>lft<!n18 of ,k-f..nd.~t, but rat""r, the
actIOns. or .n;Kllon. "f pl.ltnllffs, Ctlunsel
EH'n Iud dt-fendanl rt'ntactl'<i pl~ntilT'.'
cou"",,1 llnd Informed hun that tlettlement
Copr' W.'lIt 1!~:'\ffCl.ltmwl)n.. \,:-; {<on W.'rks
\\ l:.'llL\\\"
Not Reported in F.Supp.
(Cite as: 1990 WL 284517, .7 (I).N.J.))
negotiations were pending, this does not
excuse the failure to institute suit. As a
district judge in this district has previously
held in an identical case,
There was no reason for plaintiffs attorney to
rely [on defendant's! letter as a basis for not
filing suit within the time limits set forth in
the contract. In his responsibility to his client.
plaintilfs attorney should have filed suit to
protect her claim, and continued to pursue
settlement while suit was pending. Plaintilfs
attorney cannot now correct his error by
means of a dubious theory of equitable
estoppel.
l\lichelotti v. Home Lines Cruises. 1986
A.l\tC. 480 lO.N .J.1985) (Debevoise, J.l
C. Cross motion to amend
In its motion for summary judgment,
defendant argues that it was the general sales
agent for a disclosed principal, Royal
Caribbean, Ltd., and is therefore not the
proper party defendant. Plaintiffs respond to
this contention by requesting to amend the
pleadings to name Royal Caribbean, Ltd.,
pursuant to Fed.R.Civ.P. 15(c), which provides
that an amendment of a pleading changing
the party against whom a claim is asserted
relates back to the orilrinal date of filing. As
stated in the Nle,
Page 7
The plain language of the rule indicates that
a pleading can only be amended to relate back
if the entity received notice of the action
"within the period provided by law for
commencing the action." Schiavone v. Time,
Inc., 477 U.S. 21, 31 (985) ("The linchpin is
notice and notice within the limitations
period. ")
In the present action, it is beyond dispute that
plaintiffs' complaint against Royal Caribbean
Cruise Line, Inc., was not filed within the
applicable time period. Further, the amended
complaint seeking to name Royal Caribbean,
Ltd., a party covered by the time limitation in
the ticket, is likewise time barred. As such,
and because an amendment of the complaint
would be futile, plaintiffs' request shall be
denied.
m. CONCLUSION
For the aforementioned reasons, defendant's
motion for summary judgment shall be
granted. Additionally, plaintiffs' motion to
amend its complaint shall be denied. An
appropriate order follows.
END OF DOCUMENT
.8 [w ]henever the claim or defense asserted in
the amended pleading arose out of the
conduct. tranaac:tion, or ocCWTence set forth or
attempted. to be set forth in the orilrinal
pleading, the amendment relates back to the
date of the original pleading. An amendment
changing the party against ..hom a claim is
asRrted relates back if the forellOing provision
i. aatiafled and. within the period provided by
law for commencing the action against the
party to be brought in by amendment that
party (J) haa n!'C1.!ived such Illltice of the action
that the party ..ill not be prl'judlced in
maintaining hi. defense on the menta, and ell
knew or should have known that. but for a
rrtistw concenung the identity of the propu
pany, the action wuuid have beton brouaht
against the party iClmphasi. wppliedl .
Copr. ~ \\'nt 1998 No Claim to on,. U.s Gon. Works
\\ISfl.\\\'
.
Not Reported in F.Supp.
1994 A.M.C. 806
(Cite as: 1992 WL 609803 <D.N.J.ll
Michael A. BERG, et 01., Plaintiff,
v.
ROYAL CARIBBEAN CRUISES, LTD., et
01., Defendants.
Clv. A. No. 914957.
United States District Court, D. New Jersey.
Feb. 20, 1992.
David P. Pepe, Ribis, Graham & Curtin
~lorristown, NJ, for plaintiffs.
George J. Koelzer, John P. Flanagan, Ober,
Kaler, Grimes & Schriver, Edison, for
defendants.
OPL"ION
WOLIN, District Judge.
.1 nus is a diversity action based on personal
injuries sustained by plaintiff Laura Berg
during the course of a c:nrise vacation booked
with defendant Royal Caribbean Cruises, Ltd.
("Royal Caribbean"). Before the Court is the
motion of Royal Caribbe&II for summary
judgment on all counts of the complaint on the
grounds that the contractual limitation of
actions period had run before suit was
commenced, and that as a matter of law Royal
Caribbean is not estopped from asserting the
limitation of actions provision. For the
reasons that follow, the Court will grant Royal
Caribbean's motion.
BACKGROUND
On Octllber 12, 1990, while on a honeymoon
c:nrise, Laura Bera was i~ured on the bland
of Labadee, a lICheduled port of call for the M.I
V Sone of America, a vesael owned and
operated by Royal Caribbean. Laura and
Michael Bera haft allqed on information and
belief that the pri,.ale beach facility where the
injury occurred Will owned. leased. operated or
otherw\1Ie uncWr the control of Royal
Canb<<>an. MiehHI Uera has a1lqed a claim
per quad rotlIIOl"tlwn amisit.
. "\ \ t.
II
Page 1
Laura Berg's cruise passenger ticket contract
stales prominently on the cover page:
THIS IS YOUR TICKET CONTRACT. IT IS
r:\IPORTANT THAT YOU READ ALL
TER.\1S OF THlS COl'olTRACT. THIS
TICKET IS NOT TRANSFERABLE AND IS
NOT SUBJECT TO ALTERATION BY THE
PASSENGER.
(Berg Cruise Ticket Cover Page, annexed as
Exhibit A to the Affidavit of Wendy Zepernick
dated November 23, 1991). Paragraph 2(viil of
the ticket contract sets forth a contractuo1
limitation of actions period. That paragraph
stands out prominently from other provisions
of the contract in that it is printed in upper
case letters of a large type size. and is set forth
in white print against a dark colored
background, unlike the other terms of the
contract. The second sentence of that
paragraph states, in relevant part:
NO SUIT SHALL BE MAINTAINABLE
AGAINSf THE CARRIER OR VESSEL FOR
... PERSONAL INJURY... OF THE
PASSENGER UNLESS ""RmEN NOTICE
OF THE CLm!, WITH FULL
PARTICULARS. SHALL BE DELIVERED
TO THE CARRIER OR ITS AGENT AT ITS
OFFICE AT THE PORT OF SAILING OR
AT THE PORT OF TER.'vlINATION WITHIN
SIX (6) ~lO~llS FRO~! THE DAY WHEN
SUCH ... PERSONAL INJIJRY .., OF THE
PASSENGER OCCLitRED; A."D IN NO
EVENT SHALL A....Y SUCH SUIT FOR
AJ.....Y CAUSE AGAINSf THE CARRIER OR
VESSEL FOR ... PERSONAL INJURY... BE
~L\INTAINABLE UNLESS SUCH SUIT
SHALL BE COl\r:\IENCED WITHIN ONE (1)
YEAR FROM THE DAY WIlL... THE n'
PERSOSAL INJURY OF THE
PASSESGER OCCURRED.
NOTWITusrA."DING AJ....Y PROVlSION
OF LAW OF A.....Y Sf ATE OR COUNTRY
TO THE CONTRARY.
(Cruise Tick.et. annelled as Exhibit B to the
Affidavit of Wendy Ze~rnitk. dated Sovember
23, 1991l.
The lMrgs, throuah retained COUIlIIt!I. notified
Royal Carib<<>an of their injuri.. and made a
demand fur paylMnt ofSl50.000.00 in a letler
dattd ~ptember 6. 1991. In the last
Copr. e West \998 S<l Claim to Orie US. Gon Woru
\ \l~l1.;\\ \'
.
Not Reported in F.Supp.
(Cite as: 1992 WL 609803, *1 (D.N..J.))
paragraph of that letter, the Bergs' counsel
stated that the offer would remain "open until
October 8, 1991, at which time a Complaint
will be filed." (Exhibit A to the Berg Brief in
Opposition).
*2 In response to the September 6, 1991
letter, Henry C. Hentschel, a claims adjuster
for Royal CaribbelUl, wrote a letter dated
September 25, 1991 in which he acknowledged
that Laura Berg's injury "was an unfortunate
incident albeit a very minor one", and stated
that "We hope we can agree it is not law suit
material". (Exhibit B to the Berg Brief in
Opposition). Further, Hentschel wrote that
Royal Caribbean "would be willing to settle
with Michael and Laura Berg for $1500 plus
any out.of.pocket expenses." <Id.l.
Significantly, in a clear reference to the one
year limitation period, Hentschel wrote in the
last sentence of the letter: "We look forward
to hearing from you before October 12, 1991."
<Id.).
The Bergs' counsel wrote a second letter to
Royal Caribbean dated October 10. 1991, in
which the settlement demand was reduced to
$75,000. Inexplicably, the letter further states
that the "offer remains open until October 28,
1991, at which time a complaint will be filed."
(Exhibit C to the Berg Brief in Oppositionl.
Apparently, after the one year limitations
period had nm, on October 21. 1991,
Hentschel informed the Bergs' counsel in a
telephone convenation that the Bergs' claims
were time. barred under the ticket contract. In
a letter dated October 22, 1991, Hentschel
memorialized the telephone conversation and
further extended a seulement offer of $3000, a
sum that Hentschel estimated would be
expended by Royal Caribbean to answer any
complaint filed by the Bergs and to file a
motion for summary judgment based on the
contractual time bar. lExhibit D to the Berg
Brief in Opposition).
On October 21, 1991. more than one year
after Laura Berg sustained injury on Labadee.
the &.... med suit in state court allell'ng
thrYe counla of negligence. The complaint was
amended on October 28, 1991 to add counts of
bnach of the implit/d covenant uf llOOd faith
Page 2
and fair dealing, and estoppel. Both of these
counts are based on the correspondence
between lIentschel and the Bergs' counsel.
Count Four alleges that Royal Caribbean
"Iullfed] plaintiffs into believing that
meaningful settlement negotiations were
taking place, only to use these negotiations to
allow the contractual statute [sic] of
limitations tu lapse." (Amended Complaint
Fourth Count , 71. Count Five alleges that
Royal Caribbean "misrepresented its
intentions in continuing settlement
negotiations" and that "plaintiffs have
rightfully relied upon said misrepresentations
to their detriment." <Id. at Fifth Count " 2.
3).
Royal Caribbean removed this action from
state court on November 13, 1991. It then
med its answer and now moves for summary
judgment on all live counts of the complaint.
(F~l)
DISCUSSION
Sununary judgment shall be granted if "the
pleadings, depositions, answers to
interrogatories, and admissions on file.
together with the affidavits, if any, show that
there is no genuine issue as to any material
fact and that the moving party is entitled to a
judgment as a matter of law." Fed.R.Civ.P.
561c); see Hersch v. Allen Products Co.. 789
F.2d 230, 232 (3d Cir.1986). In making this
determination, a court must draw all
reasonable inferences in favor of the non.
movant. ~Ieyer v. Riegel Prods. Corp., 720
F.2d 303, 307 n. 2 (3d Cir.1983), ten.
dismissed, 465 U.S. 1091, 104 S.Ct. 2144
11984).
A. Counts One through Three
*3 Limitations provisions in pauenger ticket
contracts are enforceable. 10 long as they have
been relUlOnably communicated to the
passenger. Marek v. Marpan Two, Inc., 811
F2d 242 13d Cir.1987) P1aintitTs do not
dispute that the limitationa provision was
"reasonably communicated" to them in the
ticlu~t contTIKt, Whether terms of a pusengw
rontTIKt have been reallOnably communicated
COpl'. · West 1998 ~Il Cla\J'll to One US GO\'l. Works
Wl~ll.t\\\'
t
Not Reported in F.Supp.
(Cite as: 1992 WI. 609803, *3 <D.N.J.I)
is a question of law to be determined by the
Court. Hodes v. S.N.C. Achille Lauro, 858
F.2d 905,908 (3d Cir.198B).
The Court finds that t.he limitation of actions
provision was adequately displayed ir. the
contract such that it was reasonably
communicated t.o the Bergs. Unlike most of
the contract, t.hat provision was set out in
upper case letters and was print.ed in white on
a dark background. Additionally, the type
size used is larger than is used for other t.erms
of the contract. Last, on the very first page of
the contract, the passenger is told, in similarly
large upper case print set out on a dark
background, that it. is important to read all
terms of the contract. A similar provision was
found reasonably communicative by the lat.e
Judge Mitchell H. Cohen of this District in
Williams v. Royal Caribbean CruiSE' Lines,
Inc., 1991 A.~I.C. 237 (O.~.J.1990). This
Court finds that Williams is persuasi ve
authority. Hence, the limitations provision is
enforceable against the Bergs to the extent
that it is applicable.
The only issue raised by this motion is
whether the limitations provision in Laura
Berg's ticket contract is broad enough to
encompass claims arising from a passenger's
activities on land at 1\ scheduled port of call.
Royal Caribbean asserts that the contractual
provision bars any claim against Royal
Caribbean that arose during the cruise and
that was not. rued wit.hin one year of the
OCCUITeru:e. Berg asserts that she is suing
Royal Caribbean in its capacity as an owner or
operator of laM, and not "as a ship owner or
operator." (Berg Brief in Opposition at 7).
Therefore, she contends that the contractual
provision simply does not. apply to this action.
In Hodes, the Third Cirtuit held that
A passenger ticket for an QCl!an voyage is a
maritime contract. Acconiingly, whether
ticket conditioltli fonn part of the passenger's
contract and the effect such condit.ions should
be afforded are matters governed by the
general maritime, not the 1()(a1 state. law.
Hodea. 858 F 2d at 909 (citations omitted).
Thus, the breadth of application of the
limitations proviSIon of Laura !krg's ticket
Page 3
contract is a quest.ion of federal maritime law.
IFN2]
The parties both concede that there is no
extant case law authorit.y in which a plaintiff
was injured, at a scheduled port of call during
the course of a cruise, on land owned by the
carrier, and precluded from suit by a time
limitation contained in a passenger ticket
contract. Nevertheless, that plaintiff was
injured on land instead of on board the cruise
vessel is not a critical distiru:tion per &e. What.
is critical is whether the contract, by its terms,
properly reaches actions arising on land owned
by Royal Caribbean. After closely examining
the language of the t.icket contract, the Court
concludes that, as a matter of law, plaintiffs'
claims are time.blllTlld. (FN3]
*4 "Passenger" is defined in the contract as
including "all persons t.ravelling under this
ticket and his and their heirs and
representatives." <Cruise Ticket, page I, Exh.
B. Zepemick AfT.) (emphasis addedl. It is
significant that "passenger", as that term is
used in the contract, is defined as a person
"travelling under" the contract. When
plaintiff was injured, she had not yet reached
her final destination. She had merely stopped
<,ver briefly at a port of call scheduled on the
cruise itinerary, and disembarked for anractivit.y "scheduled by the Royal Caribbean
staff." <Affidavit. of Laura Berg. 1 2). It. was
clear that Royal Caribbean's contractual
obligations to Laura Berg had not. ended, and
that she would ret.urn to the vessel to continue
her travels. She was therefore clearly
"trave1l.i.ng under" the ticket. contract. at \.he
time of her injury. Thus, under the plain
language of the ticket. contract. at the time of
her injuries, Laura Berg was a "passenger"
within the meaning of the contract, if not
within the meaning of the general maritime
law.IF;';4]
Further, 'Carrier" is defined. in relevant
part, as "Royal Caribbean Cruises, Ltd.' (ld.I.
This deClnition is plain and unambiguous. It
dOt'S not, as plaintiffs suggest. limit the
meaning of "carrier" to Royal Caribbean
acting in Ita capacity as carrier, U that tenn is
Wldentood WIder general marit.ime law. To
Copr. · Wut 1m ~o Chum to Orie. US, Govt. Works
\\ T~Il..:\\\'
I
Not Reported in F.Supp.
(Cite as: 1992 WL 6098(;3. '4lD.N.J.))
impose such n construction on the ticket
contract would burden that contract with an
artificial limitation at variance with its plain
import. Thus, as with "passenger", see supra
note 4, the tenn "carrier" is defined more
broadly under the contract than it is by the
general maritime law.
Read together with the definitions, the
actions limitation provision in the ticket
contract unambiguously covers Laura Berg's
causes of action arising from her injuries
sustained on Labadee. Under that provision.
any claim against Royal Caribbean in any
capacity for personal injury sustained by
Laura Berg while "travelling under the
ticket" must have been commenced within one
year from the date of that injury. The Bergs
did not comply with this contractual
requirement. Therefore, their claims are
time-barred.
B. Counts Four and Five
Royal Caribbean has also moved for summary
judgment on counts four and five of the Bergs'
complaint. Those counts. which arise out of
communications bet....een Royal Caribbean
and the Bergs' counsel. allege that the
contractual limitations period should not be
enforced due to the bad faith conduct of Royal
Caribbean in leading the Bergs' counsel to
delay in filing suit. Although the Bergs set
forth a claim sounding in contract as well as
under the theol)' of estoppel, the Court will
consider them together. since the claims are
indistinguishable in substance. Under the
cin:umstances clearly presented in the
correspondence submitted to the Court. these
countl border on the Cri valous.
AI. these claims arise out of the tic ket
contract. they are governed by federal
maritime. not lUte. law. Hodes, 858 F2d at
909. This is not a novel iuue of law. Two
other judges in this district have prniously
rejeded similar claims. See Michelolli v
lIame Lines Cruises, Inc. 1986 A.M.C t~,
485 ION J 191\5) l~beV1lise, Jl. alrd. 7116
.. 2d 1147 13d Cir 191\6) ltable\; Willi4lT\s.
1991 A:\t.C at 247 ICob..n. Jt
Page 4
'5 I'laintitTs assert that Royal Caribbean
"intentionally protracted the settlement
negotiations as an attempt to use the one.year
statute of limitations Isicl as a shield to the
Bergs' claim." !Berg Brief in Opposition at
16). For any affinnative misconduct to create
an estoppel, plaintitTs must have relied on
that conduct to their detriment. Burke v,
Gateway Clipper, Inc., 441 F.2d 946, 948 (3d
Cir.1971) (conduct must have "caused a
plaintitT to delay filing suit until after running
of the statutory period"). (FN51 Further, as an
equitable doctrine, estoppel "is a question of
law to be detennined by the court." lei.
Nothing in any of the correspondence
contains any representation or promise that
can in any way be characterized as
misleading, nor has any evidence been
presented that Royal Caribbean engaged in
conduct that could be construed as misleading.
Indeed. in its September 25, 1991 letter to the
Bergs' counsel. lIentschel virtually brought
the provision directly to the attention of the
Bergs' counsel when he made express
reference to the limitations period in stating
that Royal Caribbean hoped to hear from
counsel before October 12, 1991. the last day
to file suit under the contract. Wholly absent
here is any affinnative conduct intended to
deceive plaintiffs into delaying the filing of
their complaint. Thus, unlike in Keefe v.
Bahama Cruise Une, Inc., 867 F.2d 1318111th
Cir.19891. where the carrier's claims
representative had falsely represented to
plaintiffs attorney that a full release had
already been obtained from plaintitT, id. at
1324, there is no basis in this record for
finding that the Bergs' counsel had been led to
delay the filing of their complaint.
Royal was wuler no obligation to expreuly
inform the Bergs' counsel before October 12.
1991 that It intended to invoke the Umitatiollll
prevision. Further. plaintitTs' claim that Royal
Canbbean's failure to invoke the six month
notice of cll\lJtl provision IiOmehow collltituted
at1\nnaU\"t! bad faith conduct is wil.hout merit.
Any watver by Royal Canbbean of its rillhtl
under W notice provision did not constitute a
waiver (If its rillhtl und..r the act.iOIlll
linutaUoft provision. or constitute a
Copr. · W...t 1991\ :\" Cloum t"llnr t'S ,"mot Woru
\\'IS11.\\\'
~
Not Reported in F.Supp.
(Cite as: 1992 WL 609803, .5 (D. N.J.))
Page 5
misrepresentation as to its intent to waive
that provision. Absent an express
representation to that effect, there is no basis
for finding bad faith. Plaintiffs' further claim
that they relied on any conduct by Royal
Caribbean in delaying the filing of suit is
belied by their concession that "in the instant
action [they) rightfully relied upon the [two
year New Jersey] statute of limitations due to
the fact that the il\iury occurred on land."
(Berg Brief in Opposition at 15. 16) (emphasis
addedl. Thus, plaintiffs h'lve not raised any
issue of fnet as to the bad faith of Royal
Caribbean.
FN2. That i\ not In \ay thai the incident thai
tlccurn:d nn land is a marilime ton governed by
manllme law. II" likely mal me law governing
pl.mlllr, claim, II mal of e,mer New Je"ey or
II,JlI1. Tn the e~lenllhat any t:ommon law tort rights
and duties have been altered by contract however.
lhey are glwemed by marilime law.
FN3. A, a claim deperulenl on me validil)' of Laura
Berg', cI.lIn. M,chael Berg', per quod claim i, also
barred by lbe lickel contrac!. Lieb v. Royal
Canbbean CruISe Line. loe.. 645 F.Supp. 232. 235
ISD.N.Y.1986).
CONCLUSION
FN.. Under general marilime Law. Ihe lerm
.p.l!'lsenger" has acquired meaning for purposes of
defining the nghts of marine travelers ,"is-a-vis their
camero Thu,. it ba, been said lilal -Ihe relationship
of p.usengers and canier ... exists from shore to
,hip and ,hip 10 ,bore. - Chervy v. P"niMuLar anI1
Orienl..1 SIc..m Navlgallon Co.. 2.3 F.Supp.
(S.D.Cal.l%l); ,ee ..I", l.1wlor v. Incre, Na....u
SlCamshlp Line. lnc.. 1958 A.M.C. 1701. 1705
ID.Ma".1958l.
Some aulhonues ha\>e con.1itrued the passen.er.
curier reblkll\~hlp (Ven more broadly. su.ting bl it:
doe. 001 end Unlt! '!be ve,sel ba, rC.lCbed Ihc pon of
!be p""enger's desllllJlIOn and Ihc pa,senger bas left
!be vessel ..nd the ,hipov.1lCr', dock or premises." I
No"". Manin 1.. The t..w of Manrimc Penollill
InJune, t 3.2 at 61 (.m ed.I990) l""'l'ba.1S added);
,ee Shulm"" v. COllipllgnic Gencralc
Tran",'Lanllque. 1~2 F.Supp. 833. 836
(SD.N.Y.1951) lh.bdil)' limlUlhlO e"ending . '10
!be peIMld v.bde the p.."enger .ndlor hi. banate ...
.;are on board the "fuel ... J.ndJ(\r me premises or the
carrier' ... ctlvtn ... me relanonship befWftll
IpLainld'tl and Ihe Idefcnd.Jnt1 ... pa.sene" anI1
c",ricr." iempba,,, .Jddedn. Thus. under dlis line
of ..uthonl)'. . IS posslbl. llw Ihc Beras might ",,0
be considered "p""engen' ... .. llI.IllCr of law. ,ince
Ihcy alleee WI Ihcy dcpaned dcm.d.lnl's v....1 ycr
lJCver \ell !be dcfendaltl's prnrll>Cs before l.1l1ta
BetC was injured. Bee..... Ihc C,_ <oncluoln dlII
Ihc <o.lra"....1 ptm...""n " bro.sder llwllhc CfllCraI
....nnme il1Ierpret..llo... or lbe p........r..amcr
reIaIM.n;hlfl. . need "'" de<ide ..belhcr .....
ShulllI.In "",...db w.,.. .p.....nge... .. .. _r of
matd.tnW lAv-
This case does not involve the inaction of a
plaintiff not knowledgeable about limitations
periods and the law. It involves an attorney
retained by plaintiffs to protect their interests.
What Judge Debevoise said in :\fichelotti is
vel)' appropriate in this case:
-6 There was no reason for plainti.trs
attorney to rely on [defendant's] letter as a
basis for not filing suit within the time limits
set forth in the contract. In his responsibility
to his client, plaintift's attorney should have
filed suit to protect her claim. and continued
to pursue settlement while suit was pending.
Plaintiffs attorney cannot now colTCCt his
elTOr by means of a dubious theol)' of
equitable estoppel.
r.fichelotti, 1986 A.M.C. at 485. Accordingly.
summary judgment will be granted dismissing
counts four and five of plaintiffs' complaint.
For the rellSOlIS set forth above, Royal
Caribbean', motion for sumnuuy judp!ent
will be granted, and Counts One, Two. Three.
Four and Five will be dismissed with
pnjudice .
FN I. The Ct>IIIt no',,, dlII !be bnce. ,uhmlllcd by
Royal C..""""an did DOl comply ..tlh Local R.1e
278 in dlII Ihe) co.....incd no lilble "f c_ or
IIble ..f ..lIlIM....."'.. AkhootCh ,m.:1 ',_I...... ..llh
th.. 1'fqIllnl1lt1ll .. 001 flll\m:td. lhc Nle " .. pl.1<e
'>t .. ....""'. and Ihe C...... I'ffltn tha. . be
<omrhcsi ..tdl k' f.1<~...", lhc n......' u... (-I """'f
!met';.
1'N5 Aklt.lIl.h BlUh IO,,~.\ISI . ,-..,.. as
''l'I'''''"'' k' "_a<lIIOl. IIm_ pon>d. dleft IS 110
Copr · Wflt I~ ~o l'141m to Onll US Govt. Works
\ \"l 511.'\\ \'
t
97-1288 CIVIL
I laving reccived their tickets two or three days before departure. the plaintiffs
new to Florida on February 22.1997. Two days later, while aboard the Splendour of the
Seas, Ms. McKain Toomey discovered somc vaginal spotting. She telephoned her
husband, a physician. who concluded that his wife had had a miscarriage. He indicated
that there was no mcdical emergency. that his wife should relax and enjoy herself and
continue her vacation. lie did suggest. however, that she infonn the ship's doctor of what
had occurred. Again according to the complaint. when the plaintiffs went to the ship's
doctor. he declared an immediate medical emergency. opined that a blood transfusion
might be needed. and that they would be removed from the ship. Despite protests from
the plaintiffs that this was unnecessary. both women were evicted from their cabin. They
were infonned that they would be transferred to a boat, containing medical personnel
who would escort Ms. McKain Toomey to Curacao for treatment. They were, instead.
transferred to what the)' describe as a ""tugboaC which contained no medical personnel.
and whose crew spoke no English. Arriving for treatment (which the plaintiffs continued
to believe wa.~ unnecessary). they were I\."quired to give the hospital a ""deposit"" of
52.000. D~spite the d\.'posil. no treatment was rendered. following discharge from the
hospital. the plaintiffs l1ew to St. Maarten where the)' were to stay in a luxury hotel room.
The accommodation were anything but luxurious. \\lh\.'1\ the two women reboarded the
Splendour of the Se-dS on Fehruary 26. 1997. they found that they had been evicted lrom
their cabin. had no place tt) stay and had. in any cwn!. missed the educational I<<tures
which had been one of the purposes of the trir.
It is un.Ji$pUt\."Il that the tid.(t is-."Il to both plaintiffs included a paraaraph
C\'Itltlinintt a l,lf\IIfl scl<<Iklft dllU'll: II fCaIl, ~ t..>lktWli:
~
97-1288 CIVIL
complaint. The matter of cancellation is rclerred to in paragraph 10 of the ticket contract.
It reads as follows:
10. Refunds for Passenger cancellations prior to sailing
are limited to Carrier's refund policy. Passengers arc
advised to consult the Details in Carrier's cruise brochure
1(1f the tenns of Carrier's refund policy.
llte only "brochure" attached to the complaint makes reference in Section A to "Travel
Arrangement I'rotection:' It provides for cancellation under certain circumstances:
namely. if the traveler suffers an injury. sickness or death. the traveler is hijacked.
quarantined. subpoena~-d or required to serve on a jury. has lx'Come the victim of a
natural disaster or is directly in\'olwd in a documented traffic accident while en route to
departure. We do not diseem any evidence of either the right to cancel or to receive a
refund in the event that the traveler would take umbrage at a forum selection clause.
Neither has the defendant admitted. in this case. that it would have refunded the fare.
thr~-e days prior to the cruise. had the plaintilTs objected to the tcons and conditions of the
ticket contract. Nor arc we otherwise troubkd by the argument that a forum selection
clause ought to be fn.-ely bargained lor. Accordingly. we will deny the defendant's
motion for summary judgment.
We underscore that lllday's disposition of this case is based only on the record
thus far adduced. We make this o~rvation in light of a comment in the plaintitTs' brief
which we find curious. PlaintitTs note:
How'C\u, since we arc ~ond l>nc ~ear frum the date the
cause of action 3n>se. if this lcourtl re\~ itself and
enforces the choice of li>Nm clause. it will dl<<tiwly
dismiss the Amended (.'llI11r1aint lw~ the Plaintilf
IIImJ on the COUI1's actkWl "hid\ l'-nnit1ed till: C~ 10
go fOl\\;srd in ""_~ Innia and lln~ht no Mlit in
Fklfida. (tmpha..<J, aMedl-
.