CEN23FA304

NTSB accident investigation · Piper PA28 · Osage Beach, MO · July 13, 2023

Accident · FatalClass 3 · FieldFinal report
Date
July 13, 2023, 11:57 local (16:57 UTC)
Place
Osage Beach, MO · Heavily wooded area on private property
Injuries
2 fatal, 1 serious
Damage
Substantial damage
Phase of flight
Takeoff
Aircraft
N8225NPiper PA28
Defining event
Takeoff: Loss of control in flight
Weather
Visual (VMC) · Day
Status
Completed
Report
Approved by Office Director
Investigation class
Class 3
NTSB office
Central Region
Parties
Lycoming Engines, FAA Kansas City FSDO, Piper Aircraft
FAA report
20230713010389A
Case key
192625

From the NTSB’s public API. By law, NTSB reports can’t be used as evidence in lawsuits over the accident.

On this page

Probable cause

The pilot’s failure to properly set the stabilator trim before takeoff, which resulted in an exceedance of the airplane’s critical angle of attack and an aerodynamic stall during takeoff.

Findings · 5

NTSB’s coded findings. Those marked are part of the probable cause; the rest are factors or other findings. Under each, the cases with the same finding.

Flight control system: elevator control systemAircraft › Aircraft systems · Incorrect use/operationPiper PA-28-140: 2 casesAll aircraft: 74 casesProbable cause
Action: incorrect action selectionPersonnel issues › Action/decision · PilotPiper PA-28-140: 6 casesAll aircraft: 397 casesProbable cause
Performance/control parameters: angle of attackAircraft › Aircraft oper/perf/capability · Capability exceededPiper PA-28-140: 14 casesAll aircraft: 990 casesProbable cause
Use of equip/info: aircraft controlPersonnel issues › Task performance · PilotPiper PA-28-140: 103 casesAll aircraft: 9,295 casesProbable cause

Sequence of events

The events NTSB coded, in order, by phase of flight. The defining event is the one that best describes the accident. Under each, the cases with the same event anywhere in their sequence.

Analysis

The surviving passenger reported that the airplane did not seem to be climbing as well as it should have during the takeoff for the local sightseeing flight. The passenger believed the pilot was perhaps fighting the flight controls for an unknown reason. Shortly after takeoff, the airplane made a “violent turn” to the right, and it seemed like the airplane went straight down. The turn to the right and the airplane going straight down seemed to happen at the same time. The airplane came to rest nose down near multiple large trees. The accident site was about 0.55 mile from the departure end of the runway. The airplane sustained substantial damage to the fuselage, both wings, and the empennage. Two witnesses reported observing the airplane during the takeoff with its nose “pitched up in the air” and “the tail was lower than the nose.” A review of local area surveillance video recordings showed the airplane in flight with a nose-up attitude. Examination of the wreckage did not reveal any preimpact mechanical malfunctions or failures with the airframe or the engine that would have precluded normal operation. During the examination, the stabilator trim was found in the full nose-up position. The takeoff checklist for the airplane included instructions to properly set the stabilator trim before takeoff. The passenger did not recall if the pilot used the checklist or adjusted the stabilator trim once before takeoff. It is likely that the stabilator trim position resulted in the airplane's extreme nose-up attitude, which led to an exceedance of the airplane's critical angle of attack and an aerodynamic stall during the takeoff. It is also likely the stabilator trim was left at the setting from when the airplane landed at the airport the day before. It was undetermined why the pilot did not set the stabilator trim before takeoff.

Factual narrative

The FAA Airplane Flying Handbook FAA-H-8083-3C discusses when an elevator stall may occur and states in part: This situation may occur during a go-around procedure from a normal landing approach or a simulated, forced-landing approach, or immediately after a takeoff, with the trim set for a normal landing approach glide at idle power. The owner of the airplane reported there were no known mechanical issues with the airplane. A review of the airframe and engine maintenance records revealed no outstanding mechanical anomalies with the airplane. The airplane had a manual trim system. The manual trim control was located on the top of the cockpit, on the interior roof. The airplane was equipped with a stall warning system that includes a red light that illuminates on the left side of the instrument panel between 5 and 10 mph above the stall speed. A calculation of weight and balance numbers showed the airplane was within limitations for the accident flight. According to the Piper Cherokee 140 B Owner’s Handbook, the takeoff checklist states, “trim tab set.” The airplane was equipped with a stabilator, as opposed to a stabilizer-elevator configuration. On July 13, 2023, about 1157 central daylight time, a Piper PA-28-140 airplane, N8225N, sustained substantial damage when it was involved in an accident in Osage Beach, Missouri. The pilot and one passenger sustained fatal injuries. One passenger sustained serious injuries. The airplane was operated as a Title 14 Code of Federal Regulations Part 91 personal flight. The pilot flew the airplane from its home base at the Carrollton Memorial Airport (K26), Carrollton, Missouri, to the Grand Glaize-Osage Beach Airport (K15), Osage Beach, Missouri. The airplane arrived at K15 on July 12, 2023, about 1030. According to the airport manager, the airplane did not refuel at the airport. The purpose of the flight was to take the two passengers on a sightseeing flight in the local area to view scenery around the Lake of the Ozarks. According to the owner of the airplane, the airplane should have had about 25 gallons of fuel onboard for the flight. The surviving passenger reported that the flight was going to last about 30 minutes. During the preflight inspection of the airplane, the pilot did not mention any concerns with the airplane to the passenger. The pilot did not ask the two passengers for their weights before departing, nor did the pilot conduct a safety briefing with the two passengers. The pilot was sitting in the front left seat, the surviving passenger was in the front right seat, and the other passenger was in the rear left seat. The two passengers did not use the available lap belt restraint systems for the flight. The passenger stated that he did not recall if the pilot used a checklist after they boarded the airplane. He also stated that he does not recall if the pilot adjusted the manual trim before or during the takeoff. The airplane departed from runway 32 at K15. During the takeoff, it seemedlike the airplane was not climbing as much as it should have according to the passenger. Also, during the takeoff, it seemed that the pilot was perhaps fighting the flight controls for an unknown reason. The pilot then said, “what the [expletive].” The passenger did not know what the pilot meant by saying that. Shortly after the pilot said that statement out loud, the passenger reported the airplane entered a “violent turn” to the right, and it seemed like it went straight down. The turn to the right and the airplane going straight down seemed to happen at the same time. The pilot did not say anything else after the “what the [expletive]” statement. The passenger reported that he and the other passenger did not touch the flight controls in the airplane at any time, nor did he hear any sputtering or coughing noises from the engine during the runup or the takeoff. The passenger did not recall seeing any cockpit lights illuminate or hear any cockpit alarms activate during the takeoff. The passenger did not recall any events after the descending right turn. The airplane came to rest nose down near multiple large trees. The accident site was about 0.55 mile from the departure end of runway 32. The airplane sustained substantial damage to the fuselage, both wings, and the empennage. Two witnesses reported observing the airplane during the takeoff with its nose “pitched up in the air” and “the tail was lower than the nose.” A review of local area surveillance video recordings showed the airplane in flight with a nose-up attitude. An autopsy of the pilot was performed by Southwest Missouri Forensics, Ozark, Missouri. The autopsy report was reviewed by the NTSB Investigator-In-Charge. According to the autopsy report, the cause of death was blunt force injuries, and the manner of death was accident. Toxicology testing was performed at the Federal Aviation Administration Forensic Sciences Laboratory. The test results were negative for substances tested. The estimated density altitude for the closest meteorological reporting station was 3,552 ft above mean sea level. The father of the pilot reported that his son was scheduled to take his certificated flight instructor check ride on July 18, 2023. A review of Federal Aviation Administration (FAA) records showed that the pilot had successfully passed the Fundamentals of Instructing examination on March 31, 2023, and the Flight Instructor Airplane examination on May 26, 2023. An examination of the airframe confirmed flight control continuity. The trim tab jackscrew was found extended above the drum, with about 17 threads exposed (about 1 and ¾ inch), that corresponded to a full nose-up stabilator trim setting. The stall warning system lift detector was intact, and the switch was heard to make an audible “click” when actuated. The engine crankshaft was rotated by turning the crankshaft propeller mounting flange and continuity of the crankshaft to the rear gears and to the valvetrain was observed. Compressionand suction were observed from all four cylinders. The interiors of the cylinders were observed using a lighted borescope and no anomalies were noted. The two-blade aluminum propeller was found separated from the engine. The propeller bolts were found broken, and the propeller and starter ring gear separated from the engine crankshaft flange. The propeller showed some chordwise scratching on both blades, on both the forward and aft faces. One blade was found with slight aft bending and the other blade was bent, about ¾ span from the root, rearward about 80 degrees. There were no preimpact mechanical malfunctions or failures with the airframe or the engine that would have precluded normal operation.

Aircraft

Registration
N8225N
Reported as
Piper PA28 (140)
Category
Airplane
Serial number
28-25430
Built
1969
Airframe hours
5,444.24
Engine
Lycoming Engines O-320-E2A, 150 horsepower, reciprocating
Damage
Substantial damage
Flight
Personal · Part 91
Airworthiness certificate
Standard, Normal
Last inspection
Annual · August 19, 2022 · 36.57 hours before
Equipment
Electronic flight bag or handheld device, Stall warning system

Matched to the registry by N-number and the event date; the registry’s history has gaps, so older matches can be wrong. Compare the reported make and model.

Flight crew

As NTSB recorded them. NTSB leaves out names.

Role
Pilot
Age
22
Injuries
Fatal
Certificate
Commercial
Airplane ratings
Single-engine land
Instrument ratings
Airplane
Medical
Class 1, Without waivers/limitations
Last flight review
March 15, 2023
Seat
Left
Restraint
Lap only
Toxicology
Performed
Flight hours
240 total · 165 as pilot in command

Weather

Conditions
Visual (VMC) · Day
Wind
270° at 6 knots
Visibility
9 statute miles
Lowest ceiling
2,600 ft broken
Temperature
86 °F, dew point 72 °F
Altimeter
29.86 inHg
Observed at
KTBN, 34 nm away
METAR
KTBN 131655Z AUTO 27006KT 9SM BKN026 30/22 A2986 RMK AO2 SLP101 T03020221 $

Docket · 25

The files NTSB released with the investigation on November 21, 2024, on NTSB’s docket system: statements, records, photos and specialists’ reports. 3.5 GB in all.

Accident photographsItem 1 · PDF · 16 pages · 7.1 MBGrand glaize airport - video footage 1 (.avi file)Item 2 · AVI · 67.4 MBGrand glaize airport - video footage 2 (.avi file)Item 3 · AVI · 579 MBGrand glaize airport - video footage 3 (.avi file)Item 4 · AVI · 144 MBGrand glaize airport - video footage 4 (.avi file)Item 5 · AVI · 22.4 MBLake regional hospital - additional parking lot video footage (.avi file)Item 6 · AVI · 1.0 GBLake regional hospital - emergency room parking lot video footage (.avi file)Item 7 · AVI · 1.5 GBAccident sequence witness statementsItem 8 · PDF · 11 pages · 28.8 MBAdditional accident sequence witness statementsItem 9 · PDF · 2 pages · 75 KBAdditional statementsItem 10 · PDF · 5 pages · 87 KBPilot logbook excerptsItem 11 · PDF · 12 pages · 1.5 MBAdditional pilot informationItem 12 · PDF · 1 page · 63 KBN8225N airframe and engine examination reportItem 13 · PDF · 8 pages · 177 KBN8225N recent airframe maintenance recordsItem 14 · PDF · 5 pages · 7.8 MBN8225N recent engine maintenance recordsItem 15 · PDF · 6 pages · 13.8 MBN8225N recent propeller maintenance recordsItem 16 · PDF · 2 pages · 1.0 MBAirplane weight and balance sheetItem 17 · PDF · 1 page · 1.7 MBAirplane weight and balance calculationsItem 18 · PDF · 4 pages · 1.1 MBN8225N cockpit checklist placardItem 19 · PDF · 1 page · 4.9 MBPiper cherokee 140B owner's handbook - excerptsItem 20 · PDF · 4 pages · 1.7 MBAdditional Piper PA-28-140 cherokee checklistItem 21 · PDF · 2 pages · 5.5 MBWeather informationItem 22 · PDF · 2 pages · 2.3 MBFAA forensic toxicology reportItem 23 · PDF · 1 page · 98 KBRelease of aircraft wreckage, NTSB form 6120.15Item 24 · PDF · 2 pages · 421 KBNTSB party member formsItem 25 · PDF · 2 pages · 430 KB

FAA reports on this event · 1

The FAA’s own accident and incident reports, matched to the aircraft by N-number and date.

Other investigations on N8225N · 2

Matched to the same aircraft by N-number and date.