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Bjurstrom v. Commonwealth Edison Co.

OPINION FILED JUNE 6, 1986.

DONALD BJURSTROM, PLAINTIFF-APPELLEE,

v.

COMMONWEALTH EDISON COMPANY, DEFENDANT-PETITIONER.



Appeal from the Circuit Court of Cook County; the Hon. Philip A. Fleischman, Judge, presiding.

JUSTICE PINCHAM DELIVERED THE OPINION OF THE COURT:

Defendant, Commonwealth Edison (Edison), appeals from an order of the circuit court of Cook County which denied its forum non conveniens motion to transfer the case from Cook County to Rock Island County. We reverse and remand.

Plaintiff, Donald Bjurstrom (Bjurstrom), filed a one-count Structural Work Act complaint against Edison in the circuit court of Cook County for personal injuries sustained in Rock Island County. Edison moved to transfer the suit to the Fourteenth Judicial Circuit in Rock Island County based on forum non conveniens. In support of the motion, Edison stated that the injuries alleged in Bjurstrom's complaint occurred in Rock Island County, 150 miles from Chicago; that Bjurstrom resided in Rock Island County; that all the treatment for Bjurstrom's injuries was rendered in Rock Island County; that all the witnesses resided in or near Rock Island County; and that none of the matters alleged in plaintiff's complaint had any relationship to Cook County.

In opposition to Edison's motion to transfer the cause to Rock Island County, Bjurstrom contended that pretrial discovery was available in Cook County; that Edison failed to identify the witnesses who would be compelled to travel from Rock Island County to Cook County; that the accident scene was irrelevant because governmental regulations prevented access to the nuclear power station in Rock Island County where the accident occurred; and that the cause would come to trial more expeditiously in Cook County than in Rock Island County. Bjurstrom further relied on an affidavit which stated that in seven pending cases involving Edison outside Cook County, discovery documents were made available at Edison's Chicago office, and Bjurstrom claimed that Edison's officers were deposed in Chicago in those seven cases. Edison relied on the counteraffidavit of John Walker, a senior claims adjuster in its employ, who stated that Edison did not have a policy which required that depositions be taken or documents be produced in Chicago. Edison further contended that all documents involved in the case, except the construction contract, were in the nuclear power station in Rock Island County and were available for inspection there; and that a photocopy of the construction contract was also available for inspection in Rock Island County. Edison additionally urged that the two witnesses, i.e., Bjurstrom's foreman and an occurrence witness, whose names were given by defendant, resided in the Rock Island County area; and that all the nuclear power station employees were available for depositions in Rock Island County.

The trial court heard arguments on the forum non conveniens motion and denied it. Edison petitioned for leave to appeal pursuant to Supreme Court Rule 306(a)(1)(ii) (103 Ill.2d R. 306(a)(1)(ii)), and we granted leave.

Edison contends for reversal that the trial court abused its discretion in denying the forum non conveniens motion to transfer the action to Rock Island County inasmuch as Bjurstrom and all witnesses reside in or near Rock Island County; the injury precipitating the cause of action occurred in Rock Island County; treatment for the injury occurred in Rock Island County; and Cook County has no connection with the case.

• 1-3 The forum non conveniens doctrine is premised on convenience (Lowe v. Norfolk & Western Ry. Co. (1984), 124 Ill. App.3d 80, 86, 463 N.E.2d 792), and applies when convenience, fairness and efficient judicial administration demand that a trial be held in a forum which bears a relationship to the litigation (Torres v. Walsh (1983), 98 Ill.2d 338, 344-45, 456 N.E.2d 601). Application of the doctrine is not governed by a litigant's fulfillment of the minimum venue criteria. The doctrine presupposes the existence of more than one forum with jurisdiction over the parties and subject matter in which the controversy may be tried. (Wieser v. Missouri Pacific R.R. Co. (1983), 98 Ill.2d 359, 364, 456 N.E.2d 98.) Jurisdiction is not an issue. Although a forum may have jurisdiction to adjudicate the controversy, the forum non conveniens doctrine is premised on that forum which is most convenient for trial. In applying the doctrine, consideration is given to whether the litigation has an adequate nexus with the forum to warrant trial in that forum, and the convenience of the witnesses in the selected forum. The selected forum may decline to exercise jurisdiction when it appears that another forum can more conveniently try the action. 98 Ill.2d 359, 365, 456 N.E.2d 98.

• 4 Plaintiff's home forum is presumed to be a convenient forum. The deference accorded a plaintiff's choice of forum is diminished when the plaintiff chooses a foreign forum (Lowe v. Norfolk & Western R.R. Co. (1984), 124 Ill. App.3d 80, 86, 463 N.E.2d 792), and the presumption of plaintiff's convenience does not exist (Wieser v. Missouri Pacific R.R. Co. (1983), 98 Ill.2d 359, 367-68, 456 N.E.2d 98; Petersen v. Chicago & North Western Transportation Co. (1983), 117 Ill. App.3d 163, 167, 453 N.E.2d 27).

• 5 Although Bjurstrom did not state his tactical reason for choosing the Cook County forum, Edison argues the probability that Bjurstrom's choice of Cook County as the forum was influenced by Bjurstrom's hope to obtain a larger judgment in Cook County than he might obtain in Rock Island County. Although a forum's judgment potential is a permissible consideration for a plaintiff in choosing a forum, such consideration is not a valid basis for judicial approval of the chosen forum. Wieser v. Missouri Pacific R.R. Co. (1983), 98 Ill.2d 359, 368, 456 N.E.2d 98.

The Illinois Supreme Court in Torres v. Walsh (1983), 98 Ill.2d 338, 351, 456 N.E.2d 601, criticized "jockeying" for a favorable forum which had no connection with the litigation, when the court stated, "We hope to promote fair play between plaintiffs and defendants and discourage incessant jockeying for a more sympathetic jury, likely to come forward with a more substantial award." The Supreme Court of the United States expressed similar disapproval for favorable forum jockeying in Gulf Oil Corp. v. Gilbert (1947), 330 U.S. 501, 91 L.Ed. 1055, 67 S.Ct. 839.

• 6 Whether the facts of a particular case requires the allowance of a motion to dismiss or transfer the cause under the doctrine of forum non conveniens is within the sound discretion of the trial court and the trial court will be reversed only for an abuse of that discretion. Wieser v. Missouri Pacific R.R. Co. (1983), 98 Ill.2d 359, 365, 456 N.E.2d 98.

Both plaintiff and defendant rely on the guidelines to be followed in the trial court in the exercise of its discretion, enunciated by the supreme court in Torres v. Walsh (1983), 98 Ill.2d 338, 456 N.E.2d 601, in support of their respective positions before this court. In Torres, the court stated:

"In finding that the trial courts have such authority, we emphasize the factors to be taken into consideration in making the decision: the availability of an alternate forum, the access to sources of proof, the accessibility of witnesses, the relative advantages and obstacles to obtaining a fair trial, the congestion of the court dockets, and the convenience of the parties. We also caution our trial courts that unless those factors strongly favor the defendant, then the plaintiff should be allowed to exercise his choice in deciding in what forum to bring the case when venue is proper.

If there are sufficient factors that favor the plaintiff's choice of forum, then the defendant's inconvenience should not be considered provided venue is proper. For unless the balance strongly favors the defendant, then the plaintiff should be able to exercise his statutory right ...


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