Preface to Second Tentative Draft

            The materials in this casebook are selected to represent the full range of legal issues raised by horses and the horse industry in modern American society.  The issues raised by these materials cut across a broad range of legal fields: torts, contracts, land use regulation, insurance, employment relations, taxation, administrative law, criminal law and constitutional law. 

            There is a remarkable volume of contemporary litigation involving horses and the horse industry.  New appellate opinions are delivered each week.  The Equine Law and Horsemanship Safety web site, hosted by the Tarlton Law Library of the University of Texas School of Law and maintained by the American Association for Horsemanship Safety, contains well over 500 appellate opinions involving horses.  While one might think of horse litigation as being largely a pre-internal combustion engine phenomenon, nothing could be more incorrect.  Ninety-five percent of those 500 plus opinions were decided in 1995 or later.  Go to www.law.utexas.edu/dawson/ and then to Law Cases for Horsemen.

            The appellate opinions are selected for their presentation of intriguing and provocative facts and for the quality of their legal analyses.  That is not to say that each is a paragon of legal reasoning, but we have avoided the temptation to select opinions to illustrate mistakes in analysis.  We have freely chosen opinions without regard to whether the deciding court ordered the opinion to be published or unpublished.  Often, an unpublished opinion is the best source of discussion of an issue.  There is no prohibition on educational use of an unpublished opinion, only on citing it to a court as legal authority.  We have chosen opinions from state and federal courts in all parts of the United States.  The materials, therefore, do not comprehensively illustrate the law of any particular jurisdiction. 

            One theme of these materials is that lawyers and society in general do not understand horse physiology and psychology or the standards and practices of the horse industry sufficiently to evaluate horse legal issues adequately.  Accordingly, some of the materials focus on that lack of understanding and suggest alternative solutions to legal issues based a more accurate view of the horse world.

            A second theme is the role of the attorney as client counselor and the ability of the lawyer to prevent legal problems from arising by preventative client counseling.  Following many of the opinions there are Notes and Questions that contain materials in condensed form and that pose questions raised by the materials they follow.  As can be seen from most of the Questions, their intended focus is on the role of the attorney as counselor to horse professionals.  When we taught the course in Equine Law at the University of Texas School of Law from the casebook, the bulk of class time was devoted to applying the legal materials assigned to various hypothetical settings in which the students are required to imagine what advice they would give to a horse professional client that might have avoided the legal problems under discussion.  That approach has proven itself to be very effective.

                                                            Jan Dawson
                       
                                    Robert O. Dawson
                       
                                    Austin, Texas
                       
                                    December 2002


The Horse and the Law

Table of Contents

Chapter 1.  The Horse in Modern American Society..................1

A.  The American Horse Industry...................................1

1.        The American Horse Council Study........................2

2.        The United States Department of Agriculture Study.......3

B.  The Nature of the Horse.......................................5

1.        The Horse's Greatest Fear...............................6

2.        Characteristics that Protect the Horse..................6

3.        What Makes the Horse Want to Flee or Fight..............7

4.        Overcoming the Flee/Fight Reflex........................8

5.        How the Horse Likes To Be Touched.......................9

6.        A Horse is a Herd Animal................................9

7.        A Word About Response..................................10

C.  The Changing Relationship of Horses to Humans................11


Chapter 2.  Equine Activity Statutes.............................13

A.  A Typical Statute............................................13

B.  What Is an Inherent Risk?....................................17

C.  What Is an Equine Activity?..................................27

D.  What Persons Are Protected?..................................29

E.  Posting and Notice Requirements..............................33


Chapter 3.  Releases from Liability and Assumption of Risk.......41

A.  Issues of Release Validity and Construction..................41

B.  Releases for Children........................................49

C.  Assumption of Risk...........................................59


Chapter 4.  Riding Instructor’s Liabilities......................65

A.  The Duty to Provide a Safe Riding Lesson.....................65

B.  Continuing Duty to Provide a Safe Lesson.....................70

C.  Licensing Instructors........................................73


Chapter 5.  Mounted Accidents....................................84

A.  Social Guests................................................84

B.  Environmental Hazards........................................92

C.  Abnormally Dangerous Propensities...........................103

D.  Guided Trail Rides..........................................107


Chapter 6.  Ground Accidents....................................113

A.  Grooming Accidents..........................................113

B.  Loading Accidents...........................................115

C.  Kicking and Biting..........................................117

D.  Injuries to Professionals Servicing Horses..................128


Chapter 7.  Containment of Horses...............................134

A.  The Duty to Confine.........................................134

B.  Fencing Laws................................................138

C.  Open Range Laws.............................................145

D. Third-Party Liability........................................173

E.  Criminal Liability..........................................181


Chapter 8.  Land Occupier’s Liabilities.........................187

A.  Trespassers.................................................189

B.  Social Guests...............................................192

C.  Business Invitees...........................................200

D.  Boarded Horses..............................................205

E.  Children....................................................210


Chapter 9.  Land-Use Disputes...................................216

A.  Regulating Horse Density....................................216

B.  Regulating Horse-Related Structures.........................226

C.  Environmental Regulation....................................229

D.  Agricultural Protection Acts................................238


Chapter 10.  Transfer of Ownership of Horses....................246

A.  Sale by Private Treaty......................................246

B.  Sale by Public Auction......................................257

C.  Interstate Sales............................................264


Chapter 11.  Contractual Issues in Conducting a Horse Business..270

A.  Contracts for Boarding Horses...............................270

B.  Contracts for Services to Horses............................275

C.  Contracts for Hauling Horses................................281

D.  Forms of Business Association...............................288


Chapter 12.  Insurance..........................................301

A.  Homeowner’s Insurance Coverage..............................301

B.  Farm and Ranch Insurance Coverage...........................313

C.  Automobile Insurance Coverage...............................317

D.  Business Liability Coverage.................................320

E.  Equine Mortality and Loss of Use Coverage...................332


Chapter 13.  Employment.........................................340

A.  Injuries by Employees.......................................340

B.  Injuries to Employees:  Insurance Coverage..................344

C.  Injuries to Employees:  Worker’s Compensation...............351

D.  Volunteers..................................................362


Chapter 14.  Taxation...........................................370

A.  Income Taxes: The Hobby Rule................................370

B.  Property Taxes: Appraisal and Exemptions....................383


Chapter 15.  Injuries to Horses.................................393

A.  Abuse or Neglect by Owners..................................393

B.  Horse Protection Act........................................402

C.  Killing Horses for Insurance................................410

D.  Veterinary Malpractice......................................414

E.  Equine Infectious Anemia....................................427


Chapter 16.  Horse Registration.................................435

A.  Registration................................................435

B.  Registration Cancellation...................................444

C.  Ownership Disputes..........................................451


Chapter 17.  Horse Showing......................................454

A.  Show Recognition............................................454

B.  Performance Evaluation......................................462

C.  Membership Suspension and Expulsion.........................466


Chapter 18.  Horse Racing.......................................478

A.  Disputes Over Purses........................................478

B.  Injuries to Jockeys: Worker’s Compensation..................490

C.  Injuries to Jockeys:  Common Law Actions....................496

D.  Suspension and Expulsion: Grounds...........................508

E.  Suspension and Expulsion:  Procedures.......................521