Bonner v. American Golf Corp. of California ( 2024 )


Menu:
  • 814                    October 31, 2024                  No. 37
    IN THE SUPREME COURT OF THE
    STATE OF OREGON
    Kerrie BONNER,
    Personal Representative of the
    Estate of David W. Bonner, Deceased,
    Plaintiff,
    v.
    AMERICAN GOLF CORPORATION
    OF CALIFORNIA, INC.,
    dba Oregon Golf Club,
    fdba The Oregon Golf Club, a foreign corporation;
    and American Golf Corporation,
    dba Oregon Golf Club, fdba The Oregon Golf Club,
    a foreign corporation,
    Defendants.
    (United States District Court for the District of Oregon
    No. 322cv01582SI)(SC S070183)
    En Banc
    On certified question from the United States District
    Court for the District of Oregon; certified order dated April 25,
    2023, certification accepted May 18, 2023.
    Argued and submitted September 14, 2023.
    Rachel M. Jennings, Pickett Dummigan Weingart, LLP,
    Portland, argued the cause and filed the brief for plaintiff.
    Also on the briefs were J. Randolph Pickett, Shangar S.
    Meman, and Kyle T. Sharp.
    Andrew J. Lee, Schwabe, Williamson & Wyatt, P.C.,
    Portland, argued the cause and filed the brief for defen-
    dants. Also on the brief were Jeffrey S. Eden, Sara Kobak,
    and Mario E. Delegato.
    Lisa T. Hunt, Law Office of Lisa T. Hunt, LLC., Lake
    Oswego, filed the brief for amicus curiae Oregon Trial
    Lawyers Association.
    Cite as 
    372 Or 814
     (2024)                            815
    Alice S. Newlin, Lindsay Hart, LLP, Portland, filed
    the brief for amicus curiae Oregon Association of Defense
    Counsel. Also on the brief was Michael J. Estok.
    MASIH, J.
    The certified question is answered.
    816               Bonner v. American Golf Corp. of California
    MASIH, J.
    Servers of alcohol in Oregon have a duty not to
    serve alcohol to “visibly intoxicated” persons, but ORS
    471.565(1) limits servers’ liability in some circumstances
    even if the person is visibly intoxicated. Under that stat-
    ute, “[a] patron or guest who voluntarily consumes alcoholic
    beverages served by [a licensed server or social host] does
    not have a cause of action, based on statute or common law,
    against the person serving the alcoholic beverages, even
    though the alcoholic beverages are served to the patron or
    guest while the patron or guest is visibly intoxicated.” In
    this case, which comes before us on a certified question of
    Oregon law from the United States District Court for the
    District of Oregon, we are asked to determine to what
    extent, if any, ORS 471.565(1) violates the remedy clause of
    Article I, section 10, of the Oregon Constitution. As we will
    explain, Oregon’s common law has long held that a person
    has a remedy against the server of alcohol for injuries that
    the person suffered as a result of consuming alcohol involun-
    tarily, meaning after the point that the person has lost the
    “sense of reason and volition.” See Ibach v. Jackson, 
    148 Or 92
    , 
    35 P2d 672
     (1934) (setting that standard). A statute that
    precluded such a recovery would violate the remedy clause.
    However, ORS 471.565(1), by its terms, does not reach that
    far. On the contrary, it bars a claim only by a person who
    “voluntarily consumes” alcohol. Accordingly, application of
    ORS 471.565(1) to bar a plaintiff’s claim against a licensed
    server or social host does not violate the remedy clause of
    Article I, section 10, because it does not bar a claim by a per-
    son who involuntarily consumed alcohol served by a licensed
    server or social host.
    I. CERTIFIED QUESTION
    In this case, plaintiff, a patron of a golf club that
    was hosting a golf championship, brought suit against defen-
    dants, the owners of the golf club, for, among other things,
    common-law negligence, based on allegations that he was
    served alcohol when he was visibly intoxicated and then fell
    off a golf cart and was seriously injured.1 Defendants moved
    1
    The case was originally filed by plaintiff’s guardian ad litem in the
    Multnomah County Circuit Court in August 2022. In October 2022, defendants
    Cite as 
    372 Or 814
     (2024)                                                        817
    to dismiss the complaint under FRCP 12(b)(6) for failure to
    state a claim, on the ground that plaintiff’s claim is barred
    by ORS 471.565(1). Plaintiff responded that, to the extent
    that that statute barred his claim,2 it deprived him of a rem-
    edy in violation of Article I, section 10.
    With the consent of the parties, the district court
    certified the following question to this court:
    “Does ORS 471.565(1) violate the Remedy Clause of the
    Oregon Constitution, Article I, § 10, by denying a remedy
    to a plaintiff who sustains injury due to his or her own vol-
    untary intoxication and who sues a licensed server or social
    host in their role as such?”
    In its certification order, the district court noted
    that the Court of Appeals had held in 2017, in Schutz v. La
    Costita III, Inc., 
    288 Or App 476
    , 478, 406 P3d 66 (2017)
    (Schutz II), aff’d on other grounds, 
    364 Or 536
    , 436 P3d 776
    (2019) (Schutz III), that ORS 471.565(1) violated the plain-
    tiff’s constitutional right to a remedy.3 In reaching that
    conclusion, the Court of Appeals relied on this court’s then-
    recent decision in Horton v. OHSU, 
    359 Or 168
    , 218-19, 376
    P3d 998 (2016). According to the Court of Appeals, the court
    in Horton held that a statute deprives a person of a remedy
    if the common law at the time that the statute was enacted
    removed the complaint to the United States District Court for the District of
    Oregon. Shortly thereafter, plaintiff died. In February 2023, plaintiff’s ex-wife
    became the personal representative of plaintiff’s estate, and, in that role, she was
    substituted as plaintiff in this case.
    2
    Plaintiff’s complaint also included a claim of negligence based on premises
    liability, a theory of liability that rests on a defendant’s negligent conduct as a
    premises owner and operator. At oral argument, defendants agreed that a claim
    for premises liability would not fall within the scope of the immunity provided by
    ORS 471.565(1), which only bars claims based on the service of alcohol to a patron
    or guest.
    3
    Four years earlier, in a case involving the same plaintiff but different defen-
    dants, the Court of Appeals held that ORS 471.565(1) did not violate the plain-
    tiff’s constitutional right to a remedy, because the plaintiff in that case would
    not have had a viable common-law negligence claim against the defendants when
    the Oregon Constitution was adopted. Schutz v. La Costita III, Inc., 
    256 Or App 573
    , 302 P3d 460, rev den¸ 
    354 Or 148
     (2013) (Schutz I). In Schutz I, the Court
    of Appeals relied on the remedy clause analysis set out in Smothers v. Gresham
    Transfer, Inc., 
    332 Or 83
    , 23 P3d 333 (2001) (concluding that a statute deprives
    a person of a remedy under Article I, section 10, only if the common law would
    have provided a remedy for the same type of claim in 1857, when the Oregon
    Constitution was adopted). This court overruled Smothers in part in Horton v.
    Oregon Health & Sci. Univ., 
    359 Or 168
    , 376 P3d 998 (2016).
    818             Bonner v. American Golf Corp. of California
    would have provided a remedy for the same type of claim.
    Schutz II, 288 Or at 485-88. The district court further noted
    that this court affirmed the Court of Appeals’ decision in
    Schutz II, but on a different ground: We held that, given
    that the plaintiff’s allegations of negligence against the
    defendants arose out of their roles as employer and supervi-
    sor and not out of their roles as servers or social hosts, the
    defendants were not entitled to statutory immunity under
    ORS 471.565(1) and, thus, it was unnecessary to resolve the
    constitutional question. Schutz III, 
    364 Or at 537
    .
    Based on its reading of those cases, the district
    court certified the question to this court, stating:
    “Because the Oregon Supreme Court interpreted ORS
    471.565 more narrowly in Schutz [III], it is ambiguous,
    at best, whether the constitutional analysis in Schutz [II]
    still applies. Thus, the precedential value of Schutz [II] is
    unclear and likely leaves this important question with-
    out controlling precedent from either the Oregon Court of
    Appeals or the Oregon Supreme Court. Final resolution by
    the Oregon Supreme Court would be helpful in resolving
    both counts of plaintiff’s negligence claim and have broad
    legal consequence in the state and federal systems.”
    We accepted the certified question under ORS
    28.200. However, we observe that the district court’s ques-
    tion does not reflect the terms of ORS 471.565(1). The dis-
    trict court’s question asks whether the statute is unconsti-
    tutional as applied to a “plaintiff who sustains injury due
    to his or her own voluntary intoxication and who sues a
    licensed server or social host in their role as such.” However,
    ORS 471.565(1) does not use the term “voluntary intoxica-
    tion”; it bars a claim by a patron who “voluntarily consumes
    alcoholic beverages” against a server for “injury, death, or
    damages caused by intoxication,” “even though the alcoholic
    beverages are served to the patron or guest while the patron
    or guest is visibly intoxicated.”
    This court has discretion to reframe a certified
    question. Western Helicopter Services v. Rogerson Aircraft,
    
    311 Or 361
    , 370, 
    811 P2d 627
     (1991); McFadden v. Dryvit
    Sys., Inc., 
    338 Or 528
    , 532-33, 112 P3d 1191 (2005). The con-
    cepts of the voluntary consumption of alcohol and visible
    Cite as 
    372 Or 814
     (2024)                                                   819
    intoxication are both found in the statute. Because both are
    necessary to our constitutional analysis but are distinct, we
    think it appropriate to slightly reframe the district court’s
    question. We therefore exercise our discretion to modify the
    certified question as follows:
    “Does ORS 471.565(1) violate the Remedy Clause of the
    Oregon Constitution, Article I, section 10, by preventing
    a plaintiff who voluntarily consumes alcoholic beverages
    served to the plaintiff by a licensed server or social host
    when the plaintiff was visibly intoxicated and who sustains
    injury as a result from suing the licensed server or social
    host in their role as such?”
    II. ANALYSIS
    Before we commence our analysis of the consti-
    tutionality of ORS 471.565(1), we address a more general
    issue that defendants have raised in their brief to this court.
    Namely, defendants invite the court to revisit the meaning of
    the remedy clause. Defendants explain that, in Horton, this
    court considered itself constrained by its earlier decisions
    interpreting the remedy clause, and, therefore, it declined to
    “decide how we would interpret Oregon’s remedy clause if we
    were considering it for the first time.” Horton, 359 Or at 218.
    In a concurring opinion, Justice Landau urged the court to
    undertake a wholesale review of its remedy clause jurispru-
    dence. Id. at 254-86 (Landau, J., concurring). Defendants
    now ask this court to align itself with Justice Landau’s con-
    currence and hold that the remedy clause serves to “pro-
    tect[ ] against executive and legislative interference with
    judicial independence and access to the courts”4 and, con-
    versely, that it was not intended to limit “the otherwise ple-
    nary authority of the legislature to determine rights and
    remedies.” Id. at 286.
    Although we appreciate defendants’ thorough and
    thoughtful explication of the origins and history of the
    remedy clause, we decline their request to reconsider our
    4
    Defendants ask us only to revisit the Article I, section 10, remedy clause
    analysis in Horton. Defendants do not advance any argument that the remedy
    clause analysis and the right to a jury trial may be interdependent and that,
    therefore, the court should also reassess Horton’s analysis under Article I,
    section 17, of the Oregon Constitution, along the lines proposed by Justice Landau
    in Busch v. McInnis Waste Systems, Inc., 
    366 Or 628
    , 652, 468 P3d 419 (2020).
    820             Bonner v. American Golf Corp. of California
    decision in Horton. In that case, the court took into account
    both the legislature’s right to refine public policy set out
    in Article IV, section 1, and Article VIII, section 7, of the
    Oregon Constitution, and the right of injured Oregonians
    to access the courts under Article I, section 10, to obtain a
    remedy for an injury done them in their person, property,
    or reputation through a civil jury trial under Article I, sec-
    tion 17. Horton, 359 Or at 218-19. We find no fault with that
    approach.
    In addition, defendants acknowledge that the path
    that they urge us to take necessarily would involve overrul-
    ing all of our remedy clause cases decided before 2001. It is
    defendants’ burden to establish that we must disavow our
    earlier cases. See State v. Ciancanelli, 
    339 Or 282
    , 290, 121
    P3d 613 (2005) (“[T]he party seeking to change a precedent
    must assume responsibility for affirmatively persuading us
    that we should abandon that precedent.”). Defendants have
    not met that burden here.
    In State v. Owen, 
    369 Or 288
    , 302, 505 P3d 953
    (2022), the court set out the various considerations that may
    lead the court to overrule precedent in statutory, common
    law, and constitutional cases. The court stated that litigants
    urging the court to overturn a case must consider stare deci-
    sis and the competing interests at stake; they must identify
    a deficit in the analytical process that the court used in that
    case to interpret the statute, common law, or constitutional
    provision at issue; they must show that, under a correct inter-
    pretation, the holding in that case was incorrect; and they
    must convince us that abandoning the holding in that case is
    prudent. 
    Id.
     Defendants have not explained how those factors
    establish that the change in precedent that they urge is war-
    ranted. Moreover, we agree with Justice Balmer’s statement
    in his concurring opinion in Busch v. McInnis Waste Systems,
    Inc., 
    366 Or 628
    , 660-61, 468 P3d 419 (2020) (Balmer, J., con-
    curring): “Oregon courts for more than 150 years have held
    * * * that the remedy clause imposes some kind of substantive
    limit on the extent to which the legislature may modify or
    abolish existing rights and remedies” and “[t]here is simply
    too much water under the bridge * * * to ignore or overturn so
    many of our cases.” (Emphasis in original.)
    Cite as 
    372 Or 814
     (2024)                                                  821
    For those reasons, we decline defendants’ invitation
    to revisit the history and intent of the remedy clause in the
    manner requested, and we proceed to consider the consti-
    tutionality of ORS 471.565(1) in light of the Horton remedy
    clause analysis.
    A. Remedy Clause Analysis Under Horton
    The “remedy clause” is part of Article I, section 10,
    of the Oregon Constitution, which provides:
    “No court shall be secret, but justice shall be adminis-
    tered openly and without purchase, completely and without
    delay, and every man shall have remedy by due course of law
    for injury done him in his person, property, or reputation.”
    (Emphasis added.)
    As discussed, in 2016, in Horton, this court recon-
    sidered its approach to determining when a statute vio-
    lates the remedy clause. The court overruled its decision in
    Smothers and adopted a paradigm for analyzing asserted
    remedy clause violations that focuses on the state of the
    common law at the time that the statute in question was
    enacted, not when the constitution was adopted. In so
    doing, the court explained that the text of the remedy
    clause “is as much about the availability of a remedy as
    it is about the ‘due course of law’ by which the remedy is
    to be administered.” Horton, 359 Or at 180. And, the court
    stated, there is “no basis in the text of the remedy clause,
    its context, or its history from which we can conclude that
    the framers intended to limit the meaning of that clause
    to the concept of injury as it was defined in 1857.”5 Id. at
    183. To the contrary, the court stated, “when the framers
    drafted the Oregon Constitution in 1857, they would have
    understood that the common law was not tied to a partic-
    ular point in time but instead continued to evolve to meet
    changing needs.” Id. Thus, the court stated, “common-law
    causes of action and remedies provide a baseline for mea-
    suring the extent to which subsequent legislation conforms
    5
    In Horton, we traced the history of the remedy clause to the constitution
    of Indiana and back further through Blackstone’s Commentaries on the Laws of
    England to Edward Coke’s The Second Part of the Institutes of the Laws of England
    concerning Chapter 29 of the Magna Carta of 1225, which, in turn, derived from
    Chapter 40 of the 1215 version of the Magna Carta. 359 Or at 189-205.
    822                  Bonner v. American Golf Corp. of California
    to the basic principles of the remedy clause—ensuring the
    availability of a remedy for persons injured in their person,
    property, and reputation.” Id. at 218.
    The court in Horton recognized that legislation can
    affect a person’s constitutional right to a remedy in different
    ways. It explained that, sometimes, legislation does not alter
    a duty that one person owes to another, but it eliminates an
    existing remedy for a person injured as a result of a breach
    of that duty or it provides only an insubstantial remedy for a
    breach of a recognized duty. Id. at 219. Statutes that fall into
    that category violate the remedy clause. Id. Sometimes, the
    legislation does not alter or eliminate an existing duty, but
    it adjusts a person’s rights and remedies as part of a larger
    statutory scheme in which a quid pro quo may or may not be
    present for the altered right and remedy. Id. We have held
    that statutes that fall into that category may or may not
    violate the remedy clause depending on whether the alter-
    native remedy is “substantial” in light of the overall statu-
    tory scheme and other factors, including but not limited to
    the existence of a quid pro quo to counterbalance the plain-
    tiff’s loss of a common-law remedy. Id. And finally, there
    may be situations where legislation modifies common-law
    duties or eliminates common-law causes of action, but the
    circumstances that required the imposition of those duties
    and the recognition of those causes of action have changed
    to such an extent that the interests that fueled the court’s
    concern no longer require protection. Id. at 219-20. Statutes
    that fall into that category do not violate the remedy clause.6
    Id. The court stated that the court’s grouping of legislation
    into those categories cannot be applied mechanically for
    purposes of a remedy clause analysis. Id. at 220. Rather, to
    determine whether “the legislature’s actions impair a per-
    son’s right to a remedy under Article I, section 10, we must
    consider the extent to which the legislature has departed
    from the common-law model measured against its reasons
    for doing so.” 359 Or at 220.
    6
    See Horton, 359 Or at 182 (citing as examples legislative abolishment of the
    common-law torts of criminal conversation and alienation of affections because
    those “actions for invasion of the family relationship were considered outmoded
    by changing views of marriage, divorce, and sexual relations” (citation and inter-
    nal quotation marks omitted)).
    Cite as 
    372 Or 814
     (2024)                                                     823
    Nothing in ORS 471.565(1) eliminates the duty
    that has existed since at least the early twentieth century
    not to serve alcohol to a “visibly intoxicated” person. That
    duty continues to exist and is currently reflected in multiple
    statutes, including ORS 471.315(1)(a)(H),7 which subjects an
    Oregon Liquor and Cannabis Commission (OLCC) licensee
    who allows a visibly intoxicated person to consume alcohol
    on the licensed premises to various administrative conse-
    quences and penalties; ORS 471.410(1), which generally pro-
    hibits the provision of alcohol to a visibly intoxicated per-
    son; ORS 471.412(1), which prohibits an OLCC licensee from
    permitting a visibly intoxicated person to consume alcohol
    on the licenses premises; and ORS 471.565(2)(a), which pro-
    vides that an OLCC licensee may be liable for damages
    caused by intoxicated patrons to third parties if the licensee
    served the patron when the patron was visibly intoxi-
    cated. In addition, there has been no suggestion that ORS
    471.565(1) adjusts a person’s rights and remedies as part of
    a larger statutory scheme or that the policy underlying the
    duty has no continuing purpose.8 Thus, if ORS 471.565(1)
    falls into any Horton category, it is the first. Consequently,
    whether the legislature’s enactment of that statute impairs
    a person’s right to a remedy under Article I, section 10, the
    7
    ORS 471.315 was amended during the 2024 regular legislative session. Or
    Laws 2024, ch 40, § 9. Because those amendments do not affect our analysis, we
    refer to the current version of the statute in this opinion.
    8
    The legislation would not fall into the quid pro quo, comprehensive scheme
    category, because the legislature has not provided some alternative remedy or
    quid pro quo. The inclusion of the second sentence in ORS 471.565(1)—stating
    that the statute is inapplicable to claims for relief based on negligent or inten-
    tional acts other than the service of alcohol—adds nothing that a plaintiff other-
    wise would not have had at common law. That sentence simply affirms that the
    legislation does not alter the common law of premises liability, which requires a
    proprietor to make its premises reasonably safe for its invitees. It has nothing to
    do with a proprietor’s liability to a patron who suffers injury after having been
    served alcohol while visibly intoxicated.
    The legislation also would not fall into the category in which the policy under-
    lying the duty has no continuing purpose. To the contrary, the dangers inherent
    in over-service of alcohol were recognized by legislators during the process of
    enacting ORS 471.565(1), as demonstrated by the colloquy between certain legis-
    lators that we discuss below. Although the bill that became ORS 471.565(1) was
    ostensibly designed to procure some measure of personal responsibility on the
    part of the patron or guest whose voluntary conduct contributes to the injury,
    that interest was being served by the state’s comparative fault system. That sys-
    tem allows a jury to compare the relative fault of a server and a patron in its
    apportionment of responsibility for a plaintiff’s injuries.
    824             Bonner v. American Golf Corp. of California
    issue boils down to whether ORS 471.565(1) eliminated an
    existing remedy for a person injured as a result of a breach
    of the server’s duty not to serve alcohol to a “visibly intoxi-
    cated” person.
    That, in turn, begs the question: How do we deter-
    mine whether the “common-law model” provided a remedy
    for a breach of that duty at the time when the legislation
    was enacted? The Court of Appeals in Schutz II understood
    Horton to hold that, if a person would have had a common-law
    cause of action for negligence on the date that the statute
    eliminating that cause of action was enacted, then the stat-
    ute would fall into the first category identified by the court
    in Horton, and it would be unconstitutional. 288 Or App at
    485 (explaining that “it is the common-law causes of action
    and remedies that exist at the time legislation is enacted”
    that provide the baseline for measuring whether legisla-
    tion unconstitutionally eliminates a common-law remedy
    (emphasis in original)). Defendants disagree with that inter-
    pretation. They point out that, in Horton, this court held
    that the Smothers court had “erred in holding that the rem-
    edy clause locks the courts and the legislature into a static
    conception of the common law as it existed in 1857.” 359 Or
    at 218-19. Moreover, they argue that the court recognized
    that the remedy clause does not prevent the legislature from
    eliminating common-law actions or conditioning recovery on
    proof of new elements or avoidance of new defenses. Horton,
    359 Or at 193-94, 209-10, 219. For those reasons, defendants
    argue that the legislature could, consistent with the remedy
    clause, eliminate an existing remedy that was not deeply
    rooted in the common law—meaning a remedy that had not
    traditionally been available to an injured person but rather
    had been more recently recognized by the court. According
    to defendants, in that circumstance, the statute should be
    seen as simply restoring the “traditional” common law.
    Defendants further argue that that analysis
    applies to ORS 471.565(1). As we will explain in more detail
    below, what is now ORS 471.565(1) was enacted in 2001, in
    response to this court’s decision in Fulmer v. Timber Inn
    Restaurant and Lounge, Inc., 
    330 Or 413
    , 427, 9 P3d 710
    (2000), in which the court held that a “plaintiff may bring
    Cite as 
    372 Or 814
     (2024)                               825
    a common-law negligence action against a person or entity
    that negligently supplied alcohol to the plaintiff when he or
    she already was visibly intoxicated and the plaintiff suf-
    fered injuries caused by that negligent conduct.” Defendants
    contend that the court’s holding in Fulmer does not repre-
    sent the “common-law model,” because, according to defen-
    dants, the court in that case allowed a claim that had never
    previously been recognized: a common-law negligence claim
    on behalf of a person who “voluntarily consumed” alcohol.
    Because Fulmer had been decided only a year before the
    legislature enacted ORS 471.565(1), defendants assert, the
    legislature’s action should be seen as merely restoring the
    historic common-law prohibition on such claims.
    Defendants are correct that, in rejecting the
    Smothers conception of the remedy clause, the court in
    Horton stated that the framers of our constitution would
    have understood that the common law is not tied to a par-
    ticular point in time, “but instead continued to evolve to
    meet changing needs.” 359 Or at 183. But beyond that, the
    court did not express a view about whether the constitution-
    ality of the legislative change should be measured by con-
    sidering only a single moment in time—whether a plaintiff
    had a cause of action for a similar injury at the time that
    the statute eliminating the cause of action was enacted—or
    whether the full sweep of the common law, from the found-
    ing of the state through the date of the legislation, must
    be considered to determine whether the right to a remedy
    was firmly rooted in the common law when the statute was
    enacted.
    We do not need to resolve that issue in this case
    because, as we will explain, we conclude that ORS 471.565(1),
    as we interpret it here, is consistent with the common law
    as it had existed for decades prior to the statute’s enact-
    ment. We begin our analysis by examining that statute to
    understand the types of causes of action that the statute
    precludes. See State v. Ausmus, 
    336 Or 493
    , 499, 85 P3d
    864 (2004) (“Because we cannot address [the] constitutional
    challenges until we first discern the conduct that [the chal-
    lenged statute] proscribes, we begin our analysis by constru-
    ing that statute.”). That analysis includes consideration of
    826               Bonner v. American Golf Corp. of California
    the legislative history of the statute, which, in turn, necessi-
    tates a close examination of the state of the common law at
    the time, because, as noted, the statute was enacted in part
    in reaction to this court’s decision in Fulmer.
    B.    Scope of ORS 471.565(1)
    To construe ORS 471.565(1), we apply the methodol-
    ogy set forth in State v. Gaines, 
    346 Or 160
    , 171-72, 206 P3d
    1042 (2009): We consider the text of the statute, its context,
    including other provisions of the same statute and related
    statutes, and any useful legislative history. Id.
    1. Text and context of ORS 471.565(1)
    To repeat, ORS 471.565(1) provides, in relevant
    part:
    “A patron or guest who voluntarily consumes alco-
    holic beverages served by a person licensed by the Oregon
    Liquor and Cannabis Commission, a person holding a per-
    mit issued by the commission or a social host does not have
    a cause of action, based on statute or common law, against
    the person serving the alcoholic beverages, even though the
    alcoholic beverages are served to the patron or guest while
    the patron or guest is visibly intoxicated. The provisions
    of this subsection apply only to claims for relief based on
    injury, death or damages caused by intoxication[.]”
    The plain words of that statute preclude a remedy for injury,
    death, or damages caused by intoxication only for those who
    have “voluntarily” consumed alcohol. Neither the word “vol-
    untarily” nor “voluntary” is defined in the statute. The dic-
    tionary defines “voluntary,” as relevant here, as “proceeding
    from the will : produced in or by an act of choice” and “of
    or relating to the will : subject to or regulated by the will.”
    Webster’s Third New Int’l Dictionary 2564 (unabridged ed
    2002). In other words, a person acts voluntarily when the
    person makes a deliberate choice to perform an act, which,
    in turn, presumes that the person is capable of making a
    choice. Thus, a person who is injured as a result of choosing
    to consume alcohol is barred from suing the server of the
    alcohol. However, a patron or guest whose consumption of
    alcohol is involuntary is incapable of making a choice and
    continues to have a cause of action against the server.
    Cite as 
    372 Or 814
     (2024)                                                       827
    In addition, the statute provides that a patron or
    guest whose intoxication was voluntary does not have a
    cause of action for injury, death, or damages even if the
    person was “visibly intoxicated” when being served. Thus,
    the legislature has expressly differentiated between visi-
    ble intoxication and involuntary intoxication, meaning that
    the former does not necessarily imply the latter. Although
    the legislature has not defined “visibly intoxicated,” stat-
    utes began using that term in 1933, when the legislature
    enacted a Special Session law that provided, among other
    things, that the Oregon Liquor Commission could cancel or
    suspend a liquor license if the licensee “knowingly has sold
    alcoholic liquor to persons * * * known to be drunkards, to
    interdicted persons, or to persons visibly intoxicated at the
    time of sale.” Or Laws 1933, ch 17, § 18 (2nd Spec Sess).9
    Similar wording eventually was incorporated into ORS
    chapter 471, regulating alcoholic liquors generally. As noted,
    those statutes impose a duty on providers of alcohol not to
    serve visibly intoxicated persons. See, e.g., ORS 471.315
    (1)(a)(H); ORS 471.410(1); ORS 471.412(1); ORS 471.565
    (2)(a). But, again, none of those statutes defines the phrase
    “visibly intoxicated.” Likewise, we are aware of no admin-
    istrative rule that defines that term, although OAR 845-
    009-0135 requires servers to be trained to recognize visibly
    intoxicated persons.
    As a matter of common parlance, “visible intoxica-
    tion” can mean anything from appearing slightly tipsy to
    appearing incoherent or even immobilized. The OLCC has
    produced a list of 50 common signs of visible intoxication,
    9
    As early as 1876, criminal statutes made it a crime to furnish alcohol to an
    “intoxicated person.” See, e.g., The Codes and General Laws of Oregon, ch VIII,
    title II, § 1914 (Hill 1887) (“It shall be unlawful for any person to knowingly sell
    * * * any spirituous or other intoxicating liquors * * * to any intoxicated person, or
    to any person who is in the habit of becoming intoxicated[.]”). In 1913, the legis-
    lature enacted the first Dram Shop Act, imposing civil liability in some circum-
    stances for serving or selling alcohol to minors and intoxicated persons. Oregon
    Laws 1913, ch 51, § 1. Section 1 of the 1913 statute provided that a person who
    served alcohol to an “intoxicated person or habitual drunkard” was liable to the
    spouse, parent, and child of that person for damages resulting from the service
    of alcohol to that person. Id. § 1. Dram Shop Acts in various iterations contin-
    ued to exist until 1979, when former ORS 30.730 (1977) was repealed by Oregon
    Laws 1979, chapter 801, section 4. None of those statutes defined “intoxicated” or
    described the level of intoxication that would trigger a server’s criminal or civil
    liability.
    828                   Bonner v. American Golf Corp. of California
    which include disheveled clothing and boasting as well as
    disorientation and falling off chairs.10 At one end of the
    spectrum, a visibly intoxicated person may be consuming
    alcohol “voluntarily.” At the other end, the patron or guest
    may no longer be capable of making reasoned decisions, and
    further consumption of alcohol beyond that point may not
    be truly voluntary. The wording of ORS 471.565(1) reflects
    that the fact that a person is “visibly intoxicated” does not
    necessarily mean that that person’s consumption of alcohol
    was involuntary.
    We have stated that context includes this court’s
    interpretations of the statute at issue. Liberty Northwest
    Ins. Corp. v. Watkins, 
    347 Or 687
    , 692, 227 P3d 1134 (2010).
    This court has not previously considered the precise ques-
    tion before us today. As discussed, in Schutz II, the Court of
    Appeals held that ORS 471.565(1) denied the plaintiff there
    a remedy in violation of Article I, section 10, but on review,
    this court affirmed for a different reason. Schutz III, 
    364 Or at 538
    . We held that ORS 471.565(1) provides immunity for
    servers and social hosts only for their conduct in their roles
    as servers and social hosts and that, although the defen-
    dants in Schutz III were social hosts, the plaintiff’s specifi-
    cations of negligence were based on the defendants’ alleged
    roles as the plaintiff’s employer and supervisor and not on
    their roles as servers of alcohol. The court therefore con-
    cluded that the defendants were not immune from liability
    for their tortious conduct, if any, in those roles. 
    Id. at 556
    . In
    so holding, this court did not endorse the Court of Appeals’
    conclusions in Schutz v. La Costita III, Inc., 
    256 Or App 573
    ,
    302 P3d 460, rev den¸ 
    354 Or 148
     (2013) (Schutz I), and in
    Schutz II that the plaintiff’s consumption of alcohol had
    been voluntary. In fact, it did not consider or interpret the
    terms “voluntarily” or “visibly intoxicated” as they are used
    in ORS 471.565(1).11
    10
    Oregon Liquor and Cannabis Commission, 50 Signs of Visible Intoxication
    (Rev 2022), https://www.oregon.gov/olcc/docs/publications/50_signs_visible_
    intoxication.pdf (accessed October 22, 2024).
    11
    To the contrary, the court expressly noted that, if the bar “had a duty to act
    affirmatively to protect [the] plaintiff from harm, a question we do not address,
    that duty, as alleged, could arise only from its role in having served alcoholic bev-
    erages to [the] plaintiff after she became visibly intoxicated.” 
    Id. at 555
     (emphasis
    added).
    Cite as 
    372 Or 814
     (2024)                                    829
    2. Legislative history
    We turn to the legislative history. As we have noted,
    the history of the enactment of ORS 471.565(1) starts in
    2000, with this court’s decision in Fulmer, because the fol-
    lowing year, in response to that decision, the legislature pro-
    posed Senate Bill (SB) 925 (2001), which eventually became
    ORS 471.565(1).
    a. This court’s decision in Fulmer and the cases on
    which Fulmer was based
    In Fulmer, the plaintiffs, husband and wife, sought
    recovery from the defendants, the owners of a bar, for inju-
    ries that the husband sustained in a fall on the defendants’
    premises after having been served alcohol when he was
    intoxicated. 
    330 Or at 416
    . The plaintiffs alleged eight claims
    for relief, including, among others, common-law negligence
    based on the defendants’ service of alcohol to the husband.
    
    Id.
     The complaint alleged that the defendants “caus[ed]
    plaintiff * * * to become poisoned with alcohol, to lose his
    sense of reason and volition; and * * * knowing plaintiff * * *
    was in such condition and visibly intoxicated, continu[ed] to
    ply plaintiff * * * with alcohol * * *.” 
    Id. at 419
     (internal quo-
    tation marks omitted). The defendants in that case argued
    that Oregon law did not recognize a common-law claim in
    favor of a person whose injury results from the person’s own
    consumption of alcohol. 
    Id.
     In support of that argument, the
    defendants cited Miller v. City of Portland, 
    288 Or 271
    , 279,
    
    604 P2d 1261
     (1980) (so stating), and Sager v. McClenden,
    
    296 Or 33
    , 35, 
    672 P2d 697
     (1983) (same). In response, the
    plaintiffs contended that the court had recognized such a
    claim in 1934, in Ibach. The court agreed with the plain-
    tiffs, concluding that Ibach controlled and that the court’s
    reasoning in Miller and Sager was not persuasive. Fulmer,
    
    330 Or at 425-26
    .
    Ibach was a wrongful death action in which the
    plaintiff, the administrator of the decedent’s estate, filed
    a complaint alleging that the defendant had enticed the
    decedent to go to his hotel room and then “wrongfully and
    unlawfully served [the decedent] large quantities of intoxi-
    cating alcoholic liquors * * * and induced her, * * * to drink
    830              Bonner v. American Golf Corp. of California
    the same in large quantities sufficient to and which did
    cause her to become ill and to suffer from acute alcoholism,”
    causing her death. 
    148 Or at 94-95
    . The plaintiff later filed
    an amended complaint that repeated the allegations in the
    original complaint and further alleged that defendant:
    “wilfully, unlawfully, and wrongfully forced [the decedent]
    to partake of intoxicating liquors to such an extent that
    she lost her sense of reason and volition * * * and while in
    a state of intoxication and unable to control her own action
    and movements * * * [she sustained various injuries], and
    thereafter, the defendant carelessly and negligently left
    [the decedent] while she was in said condition in said hotel
    room alone, where she died sometime during the night, as
    a direct and proximate result thereof.”
    
    Id. at 95-96
    . The trial court granted the defendant’s motion
    to strike the amended complaint, and it issued a judgment
    in favor of the defendant.
    On the plaintiff’s appeal, this court held that the
    trial court had erred in striking the amended complaint.
    The court stated:
    “[I]t is wrongful for any person repeatedly and continuously
    to ply another person with intoxicating liquor until intox-
    ication is produced. An action by a woman so mistreated
    could be maintained unless by voluntary participation
    therein she could herself be said to be at fault. It is alleged
    in the amended complaint, as it may be inferred from the
    original complaint, that after decedent lost her sense of
    reason and volition, defendant continued to administer
    liquor to her. If decedent had survived such an indignity,
    she would have had a right of action against defendant for
    such damages as she sustained thereby.”
    
    Id. at 102-03
    .
    The defendant petitioned for a rehearing, object-
    ing to one of the inferences that the court drew from the
    allegations in the complaint: namely, that, “after decedent
    lost her sense of reason and volition, defendant continued
    to administer liquor to her.” 
    Id. at 107
    . On rehearing, this
    court adhered to its previous decision. The court explained
    that, given the procedural posture of the case—defendant
    having filed an answer to the complaint months earlier—the
    Cite as 
    372 Or 814
     (2024)                                      831
    court was required to draw inferences favorable to the plain-
    tiff and “it [was] clearly inferable from the language of the
    complaint quoted in the original opinion herein that part
    of the liquor was given decedent before, and part of it after,
    she had passed the crucial period of transition from con-
    scious volition” to a loss of reason and volition. Id. at 108.
    Ultimately, the court held:
    “To say that the administration of liquor in such large quan-
    tities as to cause death is not a breach of the duty which one
    human being owes to every other human being with whom
    he comes in contact, namely, the duty to observe ordinary
    care to prevent injury, is to shock the fundamental and
    rudimentary principles of decency and order. For this rea-
    son[,] we hold that a breach of duty was so pleaded in the
    original complaint. The same breach of duty is alleged in
    the amended complaint.”
    Id. at 112.
    After summarizing the court’s decision in Ibach,
    the court in Fulmer concluded:
    “Thus, in Ibach, this court recognized the claim that plain-
    tiffs bring in this case, namely, a common-law claim in favor
    of an intoxicated person on the theory that the defendant
    negligently had served alcohol to the person. Defendants’
    argument that there is no prior case law holding that a
    common-law negligence claim exists in favor of an intoxi-
    cated person under such circumstances is incorrect.”
    
    330 Or at 421
    . The court rejected the defendants’ argu-
    ment that Ibach was distinguishable because the plain-
    tiff in Ibach was “forced” to consume alcohol, whereas the
    plaintiff in Fulmer “voluntarily” participated in his alco-
    hol consumption. 
    Id.
     The court observed that, in Ibach, the
    court had clarified that the allegation in the amended com-
    plaint concerning the defendant’s use of force was imma-
    terial: “ ‘Whether constructive force or actual force, or no
    force at all was employed, the violation of duty is shown by
    the facts alleged[.]’ ” 
    Id.
     (quoting Ibach, 
    148 Or at 111
    ). The
    court stated that, similarly, the fact that the defendants in
    Fulmer did not “force” the plaintiff to consume alcohol did
    not mean that the plaintiff had not alleged facts sufficient
    to state a claim for negligence. 
    Id.
     In other words, the fact
    832             Bonner v. American Golf Corp. of California
    that the plaintiff had not been forced to consume alcohol
    did not mean that the plaintiff’s consumption of alcohol was
    voluntary.
    The court then turned to its earlier decisions in
    Miller, in which the court stated that this court had “never
    previously recognized a common-law cause of action in favor
    of a person who suffers injury resulting from his or her own
    consumption of alcohol,” 
    288 Or at 279
    , and Sager, in which
    the court repeated that statement, Sager, 
    296 Or at 35
    .
    In Miller, one of the issues presented was whether
    the defendant tavern owners could be held liable to a minor
    who was injured as a result of having been served alcohol
    when she was visibly intoxicated. 
    288 Or at 273
    . In that
    case, the defendants had served alcohol to two minors
    without requiring proof of their age and continued serving
    them alcohol after both minors were visibly intoxicated.
    The minors left the tavern on a motorcycle and were struck
    by a City of Portland police car. 
    Id. at 273
    . One of the two
    minors—the passenger—was injured in the collision and
    sued the City of Portland for personal injuries. 
    Id.
     After the
    city settled with the plaintiff, the city impleaded the tav-
    ern owners as third-party defendants, seeking contribution
    from them on the ground that they were also responsible for
    the accident. 
    Id.
     Among other things, the complaint against
    the tavern owners alleged a common-law negligence cause of
    action based on allegations that the defendants had served
    the plaintiff alcohol when she was visibly intoxicated and
    that she was injured as a result. 
    Id.
    On review, this court declined to recognize a
    common-law negligence claim for physical injury to a person
    caused by the person’s own illegal purchase and consump-
    tion of alcohol. 
    Id. at 279
    . In so doing, the court did not cite
    Ibach. Rather, the court stated that “[t]his court has never
    previously recognized a common law cause of action in favor
    of a person who suffers injury from his or her own consump-
    tion of alcohol.” 
    Id.
    The court then stated that it would be inappropri-
    ate to create such a cause of action for two reasons. First,
    recognizing a negligence claim “for physical injury to minors
    Cite as 
    372 Or 814
     (2024)                                                      833
    caused by their illegal purchase of alcoholic liquor” would be
    “contrary to apparent legislative policy.”12 
    Id.
     And second, the
    court stated that, at the time of the collision, the Dram Shop
    Act, former ORS 30.730 (1977), repealed by Or Laws 1979,
    ch 801, § 4, was in effect in Oregon, and that statute provided
    that a person who served alcohol to “any intoxicated person
    or habitual drunkard” was liable for resulting damages in
    an action brought by the wife, husband, or child of the intoxi-
    cated person. Miller, 
    288 Or at 280
    . The court explained that
    that statute did not include the intoxicated person among
    the individuals legislatively entitled to relief, and, because
    the legislature had “considered the liability to the inebriate’s
    immediate family * * * but [had] refrained from giving [the
    intoxicated person] a cause of action, we conclude it is proba-
    ble it must have considered the matter and rejected any cause
    of action for [the intoxicated person].” 
    Id.
    In Fulmer, the court dismissed Miller’s reliance
    on the Dram Shop Act as a basis for refusing to “create” a
    common-law claim. 
    330 Or at 422
    . Among other things, the
    court noted that it had previously held, in Wiener v. Gamma
    Phi, ATO Frat., 
    258 Or 632
    , 638 n 2, 
    485 P2d 18
     (1971), that
    the legislature did not intend for the Dram Shop Act to be
    the sole remedy against persons who had provided alcohol
    to others. Fulmer, 
    330 Or at 424
    . The court recognized that
    Miller and Ibach had reached different results with respect
    to first party negligence claims, but it noted that Miller did
    not expressly overrule Ibach. 
    Id. at 424
    . The court also con-
    cluded that Miller did not overrule Ibach sub silentio:
    “We acknowledge, at the outset, that the court in Miller
    went further than simply failing to mention Ibach—it affir-
    matively asserted that this court never had recognized a
    first-party claim in these circumstances—an assertion
    that patently was inaccurate. Second, not only was Miller
    incorrect in its characterization of the state of the law, the
    court based its entire analysis concerning the plaintiff’s
    first-party negligence claim on that faulty premise. Third,
    12
    Context suggests that, by “apparent legislative policy,” the court was refer-
    ring to ORS 471.430 (1979) (making purchase and consumption of alcohol by
    minors illegal) and the notion that it would be “inconsistent with apparent legis-
    lative policy to reward the violator with a cause of action based upon [the] conduct
    which the legislature has chosen to prohibit and penalize.” Miller, 
    288 Or at 279
    (applying similar reasoning to reject the plaintiff’s negligence per se claim).
    834                  Bonner v. American Golf Corp. of California
    and finally, we note that the court in Miller predicated its
    refusal to ‘create * * * a common law cause of action for the
    benefit of the intoxicated person’ solely on its mistakenly
    narrow reading of the Dram Shop Act [former ORS 30.730
    (1977)]. * * * Accordingly, absent legislative or judicial abro-
    gation, the common-law rule established in Ibach was in
    effect when this court decided Miller.”
    
    Id.
     (emphasis in original).13
    The court then turned to Sager, where the court
    cited Miller and again stated that “ ‘Oregon never has rec-
    ognized a common law claim against alcohol providers in
    favor of a person who suffers injury resulting from his or her
    own intoxication.’ ” Fulmer, 
    330 Or at 425
     (quoting Sager,
    
    296 Or at 35
    ). The Fulmer court explained that not only
    was that statement inaccurate in light of the court’s ear-
    lier decision in Ibach, it also was a dictum, because the sole
    issue presented in Sager was whether former ORS 30.950
    (1983), renumbered as ORS 471.565 (2001) (providing that
    licensee who served alcohol to a visibly intoxicated patron
    was liable for damages caused by that patron off the licens-
    ee’s business premises) authorized a claim by an intoxicated
    person against a person who served the person alcohol when
    the person was visibly intoxicated. 
    Id.
     In other words, the
    plaintiff’s claim in Sager was based on negligence per se,
    and therefore, the court stated, the court’s holding in that
    case had no bearing on the issue presented in Fulmer. 
    Id.
    Finally, the court rejected the defendant’s argu-
    ment that the court should not “create”14 a negligence claim
    13
    The court in Fulmer did not remark on Miller’s apparent reliance on the fact
    that the minor was engaged in illegal activity when she was injured or the fact that
    the plaintiff in Miller had not alleged that she was served alcohol after she had
    lost her sense of reason and volition. Those considerations distinguish Miller from
    Ibach, and, thus, the court in Fulmer was incorrect to suggest that the court had
    reached different results under similar circumstances in those cases. Nonetheless,
    we agree with the court in Fulmer that the Miller court’s assertion that this court
    “never previously recognized a common law cause of action in favor of a person who
    suffers injury resulting from his or her own consumption of alcohol” was inaccu-
    rate, because the plaintiff in Ibach was injured as a result of “her own consumption
    of alcohol” and the court recognized her common-law cause of action in that case.
    14
    The court did not accept the defendants’ characterization of its recognition
    of a common-law negligence cause of action in the circumstances of the case as
    the “creation” of such a cause of action. Rather, as discussed, it understood that
    such a common-law cause of action already existed, and, when referring to the
    defendants’ arguments against the creation of a claim on behalf of an injured
    Cite as 
    372 Or 814
     (2024)                                                     835
    on behalf of an intoxicated patron because a person whose
    voluntary act resulted in injury should be responsible for
    that injury. Id. at 426. The court stated that defendants, “in
    effect ask us to rule that plaintiff’s ‘participation’ in the ‘con-
    dition’ that led to his injuries should lead to the dismissal
    of a common-law claim in his favor—a ruling that would
    revive by court decision the doctrines of contributory fault
    and assumption of the risk that the legislature has abol-
    ished.” Id. The court rejected that invitation, stating that
    its decision did “not relieve intoxicated patrons of their own
    responsibility to act reasonably to take care of themselves.”
    Id. at 427. Rather, the court explained, “[u]nder the compar-
    ative fault statute, a properly instructed jury may reduce
    significantly or negate any recovery when the plaintiff’s
    own unreasonable conduct has contributed to the plaintiff’s
    injuries.”15 Id.
    intoxicated person, it put the words “create” and “creation” in quotation marks.
    Fulmer, 
    330 Or at 421, 422, 426
    .
    15
    The court was referring to the 1971 legislative adoption of the stat-
    utory defense now referred to as “comparative fault,” under which the amount
    of damages that a plaintiff can recover in a negligence action is reduced based
    upon the degree to which the plaintiff’s own negligence contributed to cause the
    injury. Or Laws 1971, ch 668, § 1 (enacting what is now ORS 31.600). Notably, the
    year before the legislature’s adoption of comparative fault, this court was urged
    to judicially abolish the common-law rule of contributory negligence and adopt
    the doctrine of comparative fault. The court declined; it concluded that the issue
    whether to abandon contributory negligence and adopt a form of comparative
    fault was one of public policy and was the type of determination best made by
    the legislature. Peterson v. Culp, 
    255 Or 269
    , 270, 
    465 P2d 876
     (1970). With the
    enactment of former ORS 18.470 (1971), renumbered as ORS 31.600 (2003), the
    legislature made that determination.
    Plaintiff in this case raises an argument that is the inverse of the defen-
    dants’ argument in Fulmer, which the court rejected; he argues that applying
    ORS 471.565(1) to bar an injured person’s claims when they are caused at least in
    part by voluntary intoxication effectively bars recovery based on the person’s con-
    tributory negligence. Plaintiff argues that interpreting ORS 471.565(1) in that
    way effectively resurrects the doctrine of contributory negligence, which, as we
    have explained, the legislature abandoned in 1971, and is contrary to the intent
    of the legislature in enacting ORS 471.565(1). See Testimony, House Committee
    on Judiciary, Subcommittee on Civil Law, SB 925, May 14, 2001, Ex E (writ-
    ten statement of Bill Perry, Director of Government Relations for the Oregon
    Restaurant Association) (“SB 925 is not a bill that changes Oregon’s compara-
    tive negligence laws or revives a contributory negligence or assumption of risk
    standard.”). However, the question whether our interpretation of ORS 471.565(1)
    is consistent with the doctrine of comparative fault is outside the scope of our
    inquiry here, which is concerned with whether that statute deprives a person of a
    remedy in violation of Article I, section 10, and we leave that question for another
    day.
    836                  Bonner v. American Golf Corp. of California
    Ultimately, the court in Fulmer held that “absent
    legislative or judicial abrogation, the common-law rule
    established in Ibach was in effect when this court decided
    Miller” and that “Ibach remain[ed] an accurate statement
    of the common-law rule in Oregon.” Fulmer, 
    330 Or at 424, 425
    . It allowed the plaintiffs’ negligence claim to proceed.
    b.    Legislative reaction to Fulmer
    The following year, in 2001, the Oregon Restaurant
    Association sponsored SB 925 in reaction to the court’s deci-
    sion in Fulmer. The association described the bill, in rele-
    vant part, as “legislation to ensure that an establishment is
    not liable if customers who consume alcohol under their own
    free-will injure themselves.” Testimony, Senate Committee
    on Judiciary, SB 925, Mar 13, 2001, Ex A (written state-
    ment of Bill Perry, Director of Government Relations for the
    Oregon Restaurant Association). Among other things, SB
    925 provided that a person who voluntarily consumes alco-
    hol does not have a common-law cause of action in negligence
    or negligence per se against the server of the alcohol, even if
    the person was visibly intoxicated when served.16 That part
    of SB 925 was codified at ORS 471.565(1).
    16
    SB 925 also was prompted, in part, by this court’s decision in Grady
    v. Cedar Side Inn, Inc., 
    330 Or 42
    , 
    997 P2d 197
     (2000), abrogated in part by
    Deckard v. Bunch, 
    358 Or 754
    , 370 P3d 478 (2016), which was decided four months
    before the court decided Fulmer. In Grady, the court held that a plaintiff who
    was injured by the actions of an intoxicated person may bring a common-law
    negligence action against the person or entity who furnished the alcohol to the
    intoxicated person, even if the plaintiff contributed to the intoxication by pur-
    chasing the alcohol for the intoxicated person. Id. at 50. The bill abrogated the
    court’s decision in Grady by providing that a plaintiff does not have a cause of
    action against a person who served alcohol to a visibly intoxicated person for
    injuries caused by the intoxicated person unless the plaintiff proves by clear and
    convincing evidence, that, among other things, the plaintiff did not contribute
    to the person’s intoxication. That provision was codified at ORS 471.565(2). In
    addition, during the legislative process, legislators amended SB 925 to add a
    second sentence to the provision addressing the court’s decision in Fulmer, which
    was designed to leave intact the part of the court’s holding in Fulmer address-
    ing premises liability. Tape Recording, House Committee on Judiciary, SB 925A,
    May 23, 2001, Tape 69, Side A (statement of Bill Perry, Director of Government
    Relations for the Oregon Restaurant Association). In Fulmer, the court had found
    that the plaintiff had pleaded facts sufficient to establish a common-law claim for
    premises liability because, “it is well-established in Oregon that a proprietor’s
    obligation to make its premises reasonably safe for its invitees includes taking
    into account the use to which the premises are put” and “one of the primary pur-
    poses of defendants’ invitation to their tavern is the consumption of alcohol by
    customers, [so] defendants [are] obligated to make their premises reasonably safe
    Cite as 
    372 Or 814
     (2024)                                                     837
    The legislative history of ORS 471.565(1) reveals
    that the legislature’s express purpose in enacting that pro-
    vision was to eliminate the common-law cause of action
    that it understood the court to have recognized in Fulmer.
    In testimony before the House Judiciary Committee, a rep-
    resentative of the Oregon Restaurant Association told the
    committee that “[t]he court in [Fulmer] recognized that the
    legislature has the power to abolish rules of the common law
    by statute and that is what SB 925 seeks to do.”17 Testimony,
    House Committee on Judiciary, SB 925, May 14, 2001, Ex E
    (written statement of Bill Perry, Director of Government
    Relations for the Oregon Restaurant Association). During a
    hearing of the House Judiciary Committee, members of the
    committee discussed the effect of the proposed statute on
    first-party claims:
    “REPRESENTATIVE V. WALKER: * * * [S]o here’s
    the scenario that I’ve got in my mind. You’re in a bar drink-
    ing. The bartender does not cut you off and you are visibly
    intoxicated, which I think there is some liability there. But
    anyway, you get in your own car and you drive home and
    you smash your car and you die. Is—your estate cannot sue
    the bar.
    “REPRESENTATIVE SHETTERLY:                        Right.
    “REPRESENTATIVE V. WALKER: Is that what this
    bill would be?
    “REPRESENTATIVE SHETTERLY: That would be
    the effect of it.
    “REPRESENTATIVE V. WALKER: So there’s no lia-
    bility on the part of the bartender to stop serving you alco-
    hol at some point?
    “REPRESENTATIVE SHETTERLY:                        Mr. Chair?
    “CHAIR WILLIAMS: Yes.
    in light of that purpose.” Id. at 429. The second sentence of ORS 471.565(1) thus
    clarifies that that provision does not apply to claims for relief that are based on
    negligent or intentional acts other than the service of alcohol to a visibly intoxi-
    cated patron or guest.
    17
    See Fulmer, 
    330 Or at 424
     (noting that “the legislature may abrogate rules
    of the common law by statute”). Of course, those changes must still comply with
    Article I, section 10.
    838             Bonner v. American Golf Corp. of California
    “REPRESENTATIVE SHETTERLY: I would bet that
    in most cases this is not a problem, because I would expect
    that the bar owner is going to be a lot more concerned about
    your risk of harm to * * * third persons. So this is not going
    to * * * to create an incentive for bar owners to serve people
    in an intoxicated state.
    “REPRESENTATIVE V. WALKER:             Right.
    “REPRESENTATIVE SHETTERLY: And clearly it’s
    not, because the greater risk is they’re going to go out and
    hurt somebody else, in which case then the bar owner is
    still going to be liable. But I think to the extent that this
    recognizes some element of personal responsibility for dam-
    ages that you cause to yourself through your own voluntary
    intoxication, I think it’s a fair balancing.”
    Tape Recording, House Committee on Judiciary, SB 925,
    May 23, 2001, Tape 69, Side A. The staff measure summaries
    for the bill and a legal analysis accompanying the Oregon
    Restaurant Association’s statement support the committee
    members’ understanding of the bill’s purpose and effect. See
    Exhibit A, Senate Committee on Judiciary, SB 925, Mar 13,
    2001 (legal analysis by Mills & McMillin, PC, accompanying
    statement of Bill Perry, Director of Government Relations
    for the Oregon Restaurant Association); Staff Measure
    Summary, House Committee on Judiciary, SB 925, May 25,
    2001; Staff Measure Summary, Senate Committee on
    Judiciary, SB 925, Mar 19, 2001.
    Thus, the legislative history shows that ORS
    471.565(1) was intended to eliminate a cause of action in
    negligence that the legislature understood to have been cre-
    ated by Fulmer, a claim by or on behalf of a person who was
    injured as a result of the person’s voluntary consumption
    of alcohol, against the person or entity who served the per-
    son the alcohol, even if the person was served when visibly
    intoxicated.
    C. Did the Legislature, in Enacting ORS 471.565(1),
    Eliminate a Remedy That the Common Law Had
    Recognized?
    In deciding whether a statute violates the rem-
    edy clause, Horton asks us to “consider the extent to which
    the legislature has departed from the common-law model,
    Cite as 
    372 Or 814
     (2024)                                      839
    measured against its reasons for doing so.” 359 Or at 220.
    As we have demonstrated, the legislature believed that it
    was departing from the common-law model set out in Fulmer
    when it enacted ORS 471.565(1), and its reason for doing so
    was a concern that bar and restaurant owners and servers
    were bearing liability for patrons’ and guests’ voluntary con-
    sumption of alcohol. We turn to examine whether and to what
    extent ORS 471.565(1) departed from the common-law model.
    1. Defendants’ argument that the court in Fulmer cre-
    ated a new cause of action
    As we have stated, ORS 471.565(1) was intended to
    and does bar a negligence claim against a server of alcohol
    based on a person’s voluntary consumption of alcohol, even if
    the person was visibly intoxicated when served. Defendants,
    like the legislature that enacted ORS 471.565(1), under-
    stand Fulmer to have created a first-party negligence claim
    based on a person’s voluntary consumption of alcohol, and
    they argue that this court should not treat that claim as
    part of the “common-law model” in determining whether the
    statute eliminating such a claim violates the remedy clause,
    because the right to a remedy for such a claim was not firmly
    rooted in the common law when the statute was enacted.
    Specifically, defendants argue that, notwithstand-
    ing the court’s conclusion to the contrary in Fulmer, the
    court had never recognized a cause of action based on the
    plaintiff’s voluntary intoxication before it decided Fulmer.
    They contend that, in Ibach, the court recognized that, if a
    plaintiff “voluntarily participates in the wrongful act and
    by such participation contributes to the cause of the damage
    sustained, an action cannot be maintained.” 
    148 Or at 98
    .
    Similarly, they note that the court in Ibach had stated that
    a woman who had been plied with alcohol “until intoxication
    is produced” could maintain an action against the person
    who furnished the alcohol, “unless by voluntary participa-
    tion therein she could herself be said to be at fault.” 
    Id. at 102-03
    . But, according to defendants, that is not how the
    court described what happened in Ibach:
    “It is alleged in the amended complaint * * * that after dece-
    dent lost her sense of reason and volition, defendant contin-
    ued to administer liquor to her. If decedent had survived
    840             Bonner v. American Golf Corp. of California
    such an indignity, she would have had a right of action
    against defendant for such damages as she sustained
    thereby.”
    
    Id. at 103
     (emphasis added). In other words, defendants
    contend that the court in Ibach held that a plaintiff had
    a common-law cause of action for injuries sustained as a
    result of intoxication only if the plaintiff’s consumption of
    alcohol was involuntary. Only in such a case must the person
    “imposing the draught upon him * * * answer in damages
    for the injury that ensues.” 
    Id. at 104
     (citation and internal
    quotation marks omitted).
    Defendants argue that, unlike in Ibach, the plain-
    tiff’s consumption of alcohol in Fulmer was voluntary, and,
    thus, in allowing a person harmed by his or her own vol-
    untary intoxication to pursue claims for injuries caused by
    that intoxication, the court in Fulmer recognized a cause
    of action that had not previously existed. It follows, they
    argue, that the remedy that the court in Fulmer recognized
    was not deeply rooted in the common law, and, in enacting
    ORS 471.565(1) to eliminate that remedy only a year later,
    the legislature merely restored the “traditional” common
    law. For that reason, defendant’s contend, that statute does
    not violate the remedy clause of Article I, section 10, of the
    Oregon Constitution.
    Defendants are correct that the court in Ibach
    recognized a cause of action against a server of alcohol for
    injuries sustained as a result of intoxication only when the
    plaintiff’s conduct was involuntary, but defendant’s argu-
    ment that Fulmer involved the plaintiff’s voluntary intoxica-
    tion is incorrect. As noted, the court in Fulmer stated that
    the plaintiffs’ common-law negligence claim alleged that
    the defendants were negligent in “causing plaintiff * * * to
    become poisoned with alcohol, to lose his sense of reason and
    volition; and * * * knowing plaintiff * * * was in such condition
    and visibly intoxicated, continu[ing] to ply plaintiff * * * with
    alcohol[.]” 330 Or at 419 (emphasis added; internal quotation
    marks omitted). In other words, the plaintiffs’ allegation of
    negligence in Fulmer was identical in material respect to
    the allegation that the court in Ibach found to have stated
    a cause of action. Thus, as in Ibach, the plaintiffs in Fulmer
    Cite as 
    372 Or 814
     (2024)                                                  841
    alleged that the husband’s consumption of alcohol, leading
    to his injury, was involuntary.
    Nonetheless, we recognize that the court in Fulmer
    described the issue presented in the case as “whether a
    common-law negligence claim exists in favor of an intoxicated
    person who suffered injury on the premises of an establish-
    ment against the server or establishment that supplied alcohol
    to the injured person when the person was visibly intoxicated.”
    Id. at 419 (emphasis added). Likewise, in conclusion, the court
    stated, “We hold that a plaintiff may bring a common-law
    negligence action against a person or entity that negligently
    supplied alcohol to the plaintiff when he or she already was
    visibly intoxicated and the plaintiff suffered injuries caused
    by that negligent conduct.” Id. at 427 (emphasis added). As we
    will explain, those statements sweep more broadly than was
    required of the court given the facts of the case.
    The court in Fulmer had expressly emphasized (1)
    that the court’s holding in Ibach was based on its finding
    that the defendant had served the plaintiff alcohol after she
    had “lost her sense of reason and volition” and (2) that the
    plaintiffs in Fulmer had alleged that the husband also had
    been served alcohol after he had “los[t] his sense of reason
    and volition.” Thus, Ibach required, and the complaint in
    Fulmer alleged, that the plaintiff’s consumption of alcohol
    was not voluntary; the plaintiff in Fulmer had been served
    alcohol after he had, in the words of the court in Ibach,
    “passed the crucial period of transition from conscious voli-
    tion” to a loss of reason and volition. Ibach, 
    148 Or at 108
    .
    The plaintiff in Fulmer therefore had a cause of action in
    negligence against the server under Ibach.
    However, in discussing its reasoning, Fulmer, rather
    than referring to the voluntariness of a person’s consump-
    tion of alcohol, referred to the person’s “visible intoxica-
    tion.” As we have stated, neither the legislature nor this
    court has ever defined the term “visible intoxication,” and,
    in common parlance, that term does not necessarily encom-
    pass the loss of a sense of reason and volition that the court
    described in Ibach.18 Thus, in stating that liability could
    18
    However, it should go without saying that a person who has lost the sense
    of reason and volition will show signs of visible intoxication.
    842                   Bonner v. American Golf Corp. of California
    be imposed based solely on the service of alcohol to a “vis-
    ibly intoxicated” person—and thereby including circum-
    stances in which the person’s consumption of alcohol may be
    voluntary—the Fulmer court’s description of its holding
    encompasses circumstances not presented by the facts of the
    case or justified by the court’s earlier case law.19
    Nonetheless, we do not see Fulmer as announcing a
    new common-law standard. Indeed, as noted, the court pur-
    ported to be following Ibach. Rather, it appears to us that the
    court was attempting to accommodate the fact that, since
    Ibach had been decided, the legislature had abrogated the
    doctrines of contributory negligence and assumption of risk
    and replaced them with a comparative fault scheme that
    weighed the extent to which a person’s own negligence con-
    tributed to the injury. Thus, in referring to “visible” rather
    than “voluntary” intoxication, the court in Fulmer seemed to
    be suggesting that, with the adoption of comparative fault,
    the distinction between voluntary and involuntary intoxica-
    tion was less important. For those reasons, we understand
    Fulmer simply as recognizing that the statutory landscape
    had changed since the court first recognized a first-party
    negligence claim based on a plaintiff’s consumption of alco-
    hol, rather than as breaking new ground and creating a new
    common-law cause of action.
    2. Application of Horton to ORS 471.565(1)
    As we mentioned earlier, the court explained in
    Horton that legislation that affects a person’s right to a rem-
    edy under Article I, section 10, generally falls into one of
    three categories, and the constitutionality of the legislation
    in each category depends on the extent to which the legisla-
    tion alters an existing duty, eliminates an existing remedy,
    provides a substantial alternative remedy including, among
    other things, by providing a quid pro quo, or was intended
    19
    We also note that, in concluding that the plaintiffs had alleged facts that
    stated a viable negligence claim, this court did not necessarily endorse all of the
    plaintiff’s allegations of negligence. Rather, the court held that the trial court
    erred in granting the defendant’s motion to dismiss because the plaintiffs had
    alleged that the defendant’s service of alcohol to the plaintiff “caus[ed the] plain-
    tiff * * * to lose his sense of reason and volition; and [that,] * * * knowing plaintiff
    * * * was in such condition * * * [the defendant] continu[ed] to ply [the] plaintiff
    * * * with alcohol,” an allegation that gave rise to a viable claim under Ibach.
    Fulmer, 330 Or at 419 (internal quotation marks omitted).
    Cite as 
    372 Or 814
     (2024)                                 843
    to protect an interest that no longer needs to be protected.
    The court stated in Horton that those categories cannot be
    applied mechanically; rather, we must consider the extent
    to which the legislature has departed from the common law.
    359 Or at 220.
    We turn to consider whether or how Horton applies
    to ORS 471.565(1). Once again, that statute bars a claim
    by a person who is injured as a result of the voluntary con-
    sumption of alcohol, even if the person was visibly intoxi-
    cated when served, and nothing in that statute eliminates
    the duty that has existed since at least the early twenti-
    eth century not to serve alcohol to a visibly intoxicated per-
    son. Thus, the question before the court is whether ORS
    471.565(1) eliminated a common-law remedy for a violation
    of that duty in that circumstance.
    As we have explained, this court has never held
    that a person who contributes to their own intoxication by
    voluntarily consuming alcohol, and is injured as a result,
    has a common-law right to recover in negligence from the
    person who served the alcohol. Therefore, to the extent that
    the term “visibly intoxicated” in ORS 471.565(1) encom-
    passes something less than having lost the sense of reason
    and volition, which would render the person’s intoxication
    involuntary, that statute does not eliminate a remedy for a
    breach of an existing duty. It follows that, in that situation,
    the statute does not fall into any of the three categories that
    the court identified in Horton, and it does not violate the
    remedy clause of Article I, section 10.
    However, a different question would be presented
    with respect to a server who serves alcohol to a “visibly
    intoxicated” person who has reached the point at which
    further consumption is involuntary because the person has
    lost the sense of reason and volition. That is so because a
    server continues to have a legal duty not to serve alcohol to
    visibly intoxicated patrons or guests, and, at the time that
    ORS 471.565(1) was enacted, a person whose consumption
    of alcohol can be said to be involuntary did have an existing
    common-law negligence claim against the server who pro-
    vided the alcohol, for injuries sustained as a result of the
    person’s intoxication. For that reason, if ORS 471.565(1)
    844             Bonner v. American Golf Corp. of California
    were to be applied to preclude a cause of action in negligence
    on behalf of an injured, intoxicated patron or guest in such a
    situation, it would fall into the first category that the court
    in Horton identified—encompassing statutes that deny
    a remedy to a person injured as a result of a breach of an
    existing common-law duty—and it would violate Article I,
    section 10, of the Oregon Constitution.
    It is a maxim of statutory construction that, when
    a statute is capable of more than one plausible interpre-
    tation, the court will avoid an interpretation that raises a
    constitutional problem. State v. Stoneman, 
    323 Or 536
    , 540
    n 5, 
    920 P2d 535
     (1996). We therefore hold that, for pur-
    poses of ORS 471.565(1), when a person has lost the “sense
    of reason and volition,” the person does not “voluntarily con-
    sume[ ] alcoholic beverages.” So interpreted, the statute is
    constitutional.
    III.   CONCLUSION
    For the foregoing reasons, we conclude that ORS
    471.565(1) does not deny a remedy in violation of Article I,
    section 10, of the Oregon Constitution, to a plaintiff who has
    voluntarily consumed alcohol, for injuries sustained by the
    plaintiff resulting from the plaintiff’s intoxication, even if
    the plaintiff was visibly intoxicated when served the alcohol,
    so long as the server did not provide alcohol to the plaintiff
    after the point at which the plaintiff had lost the sense of
    reason and volition and the plaintiff’s consumption of alco-
    hol can no longer be said to be voluntary.
    The certified question is answered.
    

Document Info

Docket Number: S070183

Judges: Masih

Filed Date: 10/31/2024

Precedential Status: Precedential

Modified Date: 11/5/2024