ERA13LA374

NTSB accident investigation · Mooney M20J · Marco Island, FL · August 24, 2013

Accident · Minor injuriesLimited investigationFinal report
Date
August 24, 2013, 10:30 local (14:30 UTC)
Place
Marco Island, FL
Injuries
1 minor
Damage
Substantial damage
Phase of flight
Takeoff
Aircraft
N3700HMooney M20J
Defining event
Takeoff: Loss of control in flight
Weather
Visual (VMC) · Day
Status
Completed · report January 12, 2015
Report
Approved by Office Director
NTSB office
Eastern Region Aviation
Parties
FAA/FSDO
Case key
87859

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

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Probable cause

The pilot’s improper pitch trim setting before takeoff, which resulted in the airplane’s rapid, nose-high pitch at takeoff and the pilot’s subsequent loss of control.

Findings · 3

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: stabilizer actuatorAircraft › Aircraft systems · Incorrect use/operationMooney M20J: 1 caseAll aircraft: 1 case
Action: incorrect action performancePersonnel issues › Action/decision · PilotMooney M20J: 4 casesAll aircraft: 1,386 casesProbable cause
Use of equip/info: aircraft controlPersonnel issues › Task performance · PilotMooney M20J: 36 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 pilot stated that he set the flaps at 15 degrees for takeoff and that the flap position indicator and the adjacent pitch trim position indicator appeared to "line up," which was normal. However, during the takeoff, the airplane pitched up more rapidly than normal, and the pitch trim did not seem to be working. The event occurred too quickly for the pilot to abort the takeoff, and, because of the relatively low airspeed and the high engine torque and P-factor, he was unable to counteract the airplane's left turning tendency. The airplane subsequently descended into a swamp left of the runway. At the accident scene, the airplane's flap and trim position annunciators indicated that the flaps were in the "takeoff" position but that the pitch trim was in the "up" position; the Pilot's Operating Handbook stated that the pitch trim was to be set to the "takeoff" position for takeoff. For pitch trim control, the airplane's entire empennage would have pivoted to increase or decrease the horizontal stabilizer angle. The system used a worm gear, which would have prevented the annunciated trim position from moving when the airplane impacted the ground. Pitch trim was subsequently tested electrically to the stops with no binding noted. The pilot did not report any runaway pitch anomalies.

Factual narrative

On August 24, 2013, about 1030 eastern daylight time, a Mooney M20J, N3700H, was substantially damaged when it impacted swampy terrain during a takeoff attempt from Marco Island Airport (MKY), Marco Island, Florida. The airline transport pilot sustained minor injuries. Visual meteorological conditions prevailed, and no flight plan was filed for the flight, to Wing South Airpark (FA37), Naples, Florida. The personal flight was operating under the provisions of 14 Code of Federal Regulations Part 91. According to the pilot, he set the flaps at 15 degrees for takeoff, and the flap indicator and trim indicator next to each other appeared to line up, which was normal. However, during the takeoff, at an approximate rotation speed of 63 knots indicated, the airplane pitched up more rapidly than normal and the stabilizer trim did not seem to be working. The event occurred so suddenly that the pilot did not have an opportunity to abort the takeoff with a power reduction. "It was an uncommanded pitch-up and the yoke would not respond to counteract the pitch and turn The rudder and ailerons were stuck in the neutral position and would not move in the direction to initiate a right counteracting turn. Although the left turning tendencies are well known on takeoff with high power and angle of attack ("P" factor, torque and slipstream affect all work together requiring lots of right rudder), something caused the stab trim to go forward and prevent the normal rudder and aileron coordination for a turn to the right to counteract the left turning tendencies." The airplane then descended into the swamp to the left of the runway. According to the pilot's operating handbook (POH), "Push-pull tubes with self-aligning rod end bearings actuate the primary flight control surfaces. A spring-loaded interconnect device indirectly joins the aileron and rudder control systems to assist in lateral stability during flight maneuvers." In addition, "For pitch control, the entire empennage pivots on the tail cone attachment points to increase or decrease the horizontal stabilizer angle. This design allows flight trim establishment with minimum control surface deflection. A trim indicator on the console indicates stabilizer trim position. In flight, forward rotation of the trim wheel lowers the nose; rearward rotation raises the nose." A photograph of the trim/flap annunciator taken at the accident site by a Federal Aviation Administration (FAA) inspector showed separate indicators for each, with positions noted as "Down", "Takeoff" and "Up." The flap indication was in the "Takeoff" position, while the trim indication was in the "Up" position. A corner of the photograph also showed the autopilot controller, which indicated the autopilot as being "Off." According to a representative of Mooney, and as verified in the M20J Illustrated Parts Catalog, trim position was established via a "trim screw assembly" (worm drive) which would not have been movable as a result of ground impact.The representative also noted that according to a company engineer, earlier models of the airplane "could jam if the trim was electrically or manually run hard up against the stops. The jack screw and jam nuts have since been re-designed to resolve the issue." After the airplane had been moved to a storage facility, the FAA inspector tested the trim electrically to the stops and noted no binding. According to the pilot, he was a partial owner of the airplane and the only one to fly it. He did not run the trim to the stops during the preflight checks, and he didn't know why the trim would have been in the "Up" position. Per the M20J Pilot Operating Handbook, Before Takeoff checklist, "Trim – Takeoff Setting."

Aircraft

Registration
N3700H
Reported as
Mooney M20J
Category
Airplane
Serial number
24-1038
Airframe hours
4,631
Engine
Lycoming I0-360-A3B6D, 200 horsepower, reciprocating
Damage
Substantial damage
Flight
Personal · Part 91
Airworthiness certificate
Standard, Normal
Last inspection
Annual · March 1, 2013 · 74 hours before
Departed
MKY · Marco Island, FL
Destination
FA37 · Naples, FL
Airport
MKY · Marco Island, runway 17, 5,000 × 100 ft, asphalt
Equipment
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
70
Injuries
Minor
Certificate
Airline transport
Airplane ratings
Single-engine land, Single-engine sea
Instrument ratings
Airplane
Medical
Class 2, Without waivers/limitations
Last flight review
October 15, 2012
Seat
Left
Flight hours
20,238 total · 2,250 in this make and model · 19,750 as pilot in command · 113 in the last 90 days · 40 in the last 30 days · 3 in the last 24 hours

Weather

Conditions
Visual (VMC) · Day
Wind
120° at 4 knots
Visibility
10 statute miles
Lowest ceiling
None
Temperature
84 °F, dew point 70 °F
Altimeter
30.06 inHg
Observed at
MKY

Docket · 5

The files NTSB released with the investigation on November 25, 2014, on NTSB’s docket system: statements, records, photos and specialists’ reports. 5.9 MB in all.