Helmick, J. v. Indiana Regional Medical Center ( 2018 )


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  • J-S82040-17
    NON-PRECEDENTIAL DECISION – SEE SUPERIOR COURT I.O.P. 65.37
    JAMES E. HELMICK, JR., EXECUTOR OF       :     IN THE SUPERIOR COURT OF
    THE ESTATE OF LINDA L. HELMICK,          :           PENNSYLVANIA
    DECEASED, AND JAMES HELMICK IN           :
    HIS OWN RIGHT,                           :
    :
    Appellant                :
    :
    v.                    :
    :
    INDIANA REGIONAL MEDICAL CENTER,         :
    ARTHUR J. DEMARSICO, D.O., NANCY         :
    R. FLYNN-MCGARVIE, M.D., AND JOHN        :
    POLENTA, M.D.,                           :
    :
    Appellees                :      No. 1066 WDA 2017
    Appeal from the Order July 13, 2017,
    in the Court of Common Pleas of Indiana County,
    Civil Division at No(s): 10156 C.D. 2014
    BEFORE:       BENDER, P.J.E., STEVENS, P.J.E.,* and STRASSBURGER, J.**
    MEMORANDUM BY STRASSBURGER, J.:                        FILED: March 1, 2018
    James E. Helmick, Jr., as Executor of the Estate of Linda L. Helmick
    (Linda), and James Helmick in his own right (collectively, Helmick), appeals
    from the order entered on July 13, 2017, which made final the order granting
    summary judgment in favor of Dr. Arthur J. DeMarsico.1 We affirm.
    1 On June 16, 2017, the trial court entered an order granting summary
    judgment in favor of Dr. DeMarsico. Helmick timely filed an application for
    determination of finality pursuant to Pa.R.A.P. 341(c), which provides as
    follows:
    When more than one claim for relief is presented in an action,
    whether as a claim, counterclaim, cross-claim, or third-party claim
    or when multiple parties are involved, the trial court or other
    government unit may enter a final order as to one or more but
    * Former Justice specially assigned to the Superior Court.
    **Retired Senior Judge assigned to the Superior Court.
    J-S82040-17
    On June 14, 2011, Linda sought emergency treatment at the Indiana
    Regional Medical Center (IRMC) for severe leg pain. She was seen by Dr.
    Michael Merrell, an emergency room physician. He evaluated and released
    her with a prescription for pain medication and instructed she follow up with
    her doctor if needed.
    Linda saw her primary care physician, Dr. Joseph Lamantia, the
    following day, reporting numbness in her left foot and other issues.      Dr.
    Lamantia ordered tests, prescribed medication, and instructed Linda to return
    in two weeks. The following day, Linda returned to the IRMC emergency room,
    as she was in more pain and allegedly unable to walk. She was seen by Dr.
    Nancy R. Flynn-McGarvie.       After an examination, Dr. Flynn-McGarvie
    prescribed pain medication and released Linda.
    Linda returned the following day to the IRMC emergency room reporting
    increased pain. She was seen by Dr. John Polenta, who began an intravenous
    infusion of pain medication.    Dr. Polenta consulted via phone with Dr.
    DeMarsico, a vascular surgeon, that evening. Dr. Polenta placed the following
    note in Linda’s chart: “Discussed case with on-call physician Dr. DR (sic)
    fewer than all of the claims and parties only upon an express
    determination that an immediate appeal would facilitate resolution
    of the entire case. Such an order becomes appealable when
    entered.
    Pa.R.A.P. 341(c). On July 13, 2017, the trial court granted Helmick’s motion.
    Thus, this appeal is properly before us.
    -2-
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    DeMarsico start PLETAL 100[.]”2 Complaint, 8/31/2013, at ¶ 59. Linda was
    then discharged from the IRMC.
    Linda returned to the IRMC emergency room the following afternoon
    with severe pain.    Upon evaluation, it was determined that Linda needed
    emergency vascular intervention. She was transferred to UPMC Shadyside
    Hospital in Pittsburgh, where she was diagnosed with a “complete occlusion
    of all three tibial arteries in the left leg, as well as a calcification and free
    floating thrombus (clot) in the distal aorta, which was felt to be responsible
    for the left leg’s arterial embolic event.” Id. at ¶ 70. Despite intervention,
    Linda developed gangrene in her foot, and on June 22, 2011, Linda’s leg was
    amputated below the knee.
    On August 31, 2013, Helmick3 filed a medical malpractice complaint in
    the Court of Common Pleas of Allegheny County4 against IRMC, Dr. DeMarsico,
    and several other doctors, alleging all deviated from the standard of care or
    increased Linda’s risk of harm, which resulted in the amputation of her leg.
    With respect to Dr. DeMarsico, Helmick claims “[h]e … should have been aware
    2 PLETAL is “an FDA approved drug for patients that have claudication,”
    otherwise known as a limp. N.T., 12/2/2015, at 47.
    3Linda died on July 14, 2016, during the pendency of this litigation. Thus,
    her husband, as executor of her estate, was substituted as plaintiff.
    4 On September 25, 2013, the parties stipulated to transfer of venue to
    Indiana County.
    -3-
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    that Linda [] had signs of an acute arterial occlusion, which would require
    prompt intervention.” Id. at ¶ 117. Helmick avers that Dr. DeMarsico should
    have evaluated Linda in person or advised that she be transported to another
    facility.
    After filing preliminary objections, Dr. DeMarsico eventually filed an
    answer and new matter on September 4, 2014. On February 12, 2015, Dr.
    DeMarsico requested that Helmick file an expert report. In December 2015,
    Helmick took Dr. DeMarsico’s deposition.5      At that time, Dr. DeMarsico
    requested Helmick respond to expert interrogatories.        Helmick did not
    respond, and Dr. DeMarsico followed up with a letter to Helmick in July 2016
    again making this request.
    On August 26, 2016, Dr. DeMarsico filed a motion to compel answers to
    expert interrogatories. Counsel for Helmick failed to appear for argument,
    and on October 12, 2016, the motion was granted. Helmick was given until
    5 In that deposition, Dr. DeMarsico explained that because IRMC does not have
    a vascular surgeon on staff, he travels from Altoona to Indiana one to two
    times per month to see patients. In that capacity, he would perform minimally
    invasive endovascular procedures when needed. He saw Linda in this setting
    in July and August of 2010. Then, on June 17, 2011, Dr. DeMarsico received
    a call from Dr. Polenta about a female emergency room patient. Dr. DeMarsico
    did not document the conversation, but recalled having a short dialogue about
    that patient. Although Dr. Polenta asked about PLETAL, Dr. DeMarsico stated
    that he did not prescribe it because (1) he did not have enough information
    about the patient as he did not examine her, and (2) he is neither an on-call
    doctor for the IRMC nor does he see patients there with acute medical
    problems.
    -4-
    J-S82040-17
    November 28, 2016, to comply with this discovery request. Helmick did not
    comply.
    On May 5, 2017, Dr. DeMarsico filed a motion for summary judgment.
    In that motion, Dr. DeMarsico argued, inter alia, that “despite efforts on the
    part of Dr. DeMarsico to force [Helmick] to provide evidence that they can
    establish prima faci[e] case, and despite an [o]rder of [c]ourt setting the
    deadline for production of [Helmick’s] expert report against Dr. DeMarsico, no
    such report has been forthcoming.” Motion for Summary Judgment, 5/5/2017,
    at ¶ 2. Thus, Dr. DeMarsico requested summary judgment be granted in his
    favor.
    Helmick filed a response, arguing that the reason they could not provide
    an expert report was because of purportedly contradictory information
    provided by Dr. DeMarsico. According to Helmick, in his September 14, 2014
    answer and new matter, Dr. DeMarsico “fail[ed] to make specific denials to
    allegations of identity, employment or control,” which resulted in judicial
    admissions.6 Response, 6/2/2017, at ¶ 4.           Helmick suggests that in his
    6 Pa.R.C.P. 1029(e)(1) governs the effect of failure to deny averments in a
    complaint and provides the following.
    (e) In an action seeking monetary relief for bodily injury, death or
    property damage, averments in a pleading to which a responsive
    pleading is required may be denied generally except the following
    averments of fact which must be denied specifically:
    (1) averments relating to the identity of the person by
    whom a material act was committed, the agency or
    -5-
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    December 2, 2015 deposition testimony, Dr. DeMarsico reversed these
    purported judicial admissions, resulting in Helmick’s being unable to produce
    a report. Id. at ¶ 12. In addition, Helmick requested additional time to file an
    expert report. On June 16, 2017, the trial court granted summary judgment
    in favor of Dr. DeMarsico. The trial court concluded that summary judgment
    was proper because
    [Helmick has] had nearly two years to obtain an expert report or
    alternatively[,] to review the discrepancies they now complain of
    in [Dr.] DeMarsico’s deposition and inform this [c]ourt of any
    resulting difficulties. Instead, even having been afforded multiple
    extensions, [Helmick] repeatedly failed to meet deadlines for
    obtaining an expert witness without explanation nor any prior
    attempt to bring this to the [c]ourt’s attention.
    Trial Court Opinion, 9/6/2017, at 4. In addition, the trial court concluded that
    the items which Helmick claims are admissions “did not fall within the
    categories under Rule 1029(e)(1) for which a specific denial is required.” Id.
    at 3. Therefore, the trial court rejected Helmick’s position that Dr.
    “DeMarsico’s responses are preventing them from obtaining an expert report.”
    Id.
    Helmick timely filed a notice of appeal, and both Helmick and the trial
    court complied with Pa.R.A.P. 1925. On appeal, Helmick argues that (1) the
    employment of such person and the ownership,
    possession    or   control of the property or
    instrumentality involved;
    Pa.R.C.P. 1029(e)(1).
    -6-
    J-S82040-17
    trial court erred in concluding that the failure to deny specifically certain
    allegations were judicial admissions; and (2) that the trial court erred in not
    striking the portions of Dr. DeMarsico’s deposition testimony that were
    contrary to these judicial admissions.
    Before we consider these issues, we begin with our standard of review
    in cases involving summary judgment for failure to file an expert report in
    medical malpractice cases.
    A party may move for summary judgment
    (1)   whenever there is no genuine issue of any material fact as
    to a necessary element of the cause of action or defense
    which could be established by additional discovery or expert
    report, or
    (2)   if, after the completion of discovery relevant to the motion,
    including the production of expert reports, an adverse party
    who will bear the burden of proof at trial has failed to
    produce evidence of facts essential to the cause of action or
    defense which in a jury trial would require the issues to be
    submitted to a jury.
    Pa.R.C.P. 1035.2. In reviewing an order granting summary
    judgment, we view the facts in the light most favorable to the
    non-moving party and reverse the order only if there has been an
    error of law or a clear abuse of discretion. … [E]stablishing the
    elements of a medical malpractice cause of action generally
    requires the plaintiff to submit the opinion of a medical expert.
    Where the plaintiff fails to do so, the defendant is entitled to
    summary judgment unless the matter … is so simple, and the lack
    of skill or want of care so obvious, as to be within the range of
    ordinary experience and comprehension of even non professional
    persons.
    Masgai v. Franklin, 
    787 A.2d 982
    , 987–88 (Pa. Super. 2001) (internal
    citations and quotation marks omitted). “Where a plaintiff fails to produce an
    -7-
    J-S82040-17
    expert in a situation requiring one, the court should grant a defendant’s
    motion for summary judgment.” 
    Id. at 985
    .
    Here, Helmick does not dispute that he needs an expert report to
    establish a prima facie case, but contends that his failure to produce one is
    the fault of Dr. DeMarsico due to conflicts between his September 14, 2014
    answer and deposition testimony. Helmick’s argument is belied by the record.
    Even if the trial court were to conclude that Dr. DeMarsico’s general denials
    constituted admissions,7 Helmick would still have to produce an expert report.
    Helmick has not done so.         Moreover, if these alleged discrepancies were
    actually the reasons Helmick could not produce an expert report, there was
    no reason to wait until the filing of a motion for summary judgment to bring
    this to the court’s attention.     Thus, because Helmick failed to produce an
    7 According to Helmick, Dr. DeMarsico tried to deny in his deposition that Linda
    was his patient, even though he “admitted” this in his answer. Helmick’s Brief
    at 20. Our review of Dr. DeMarsico’s deposition testimony, as outlined supra,
    reveals that Dr. DeMarsico simply was explaining the nature of his relationship
    with Linda. Helmick also claims that Dr. DeMarsico “admitted” he was an on-
    call physician in his answer, then claimed in his deposition testimony that he
    was not. Id. at 21. Again, we conclude that Dr. DeMarsico’s deposition
    testimony explains the nature of his relationship to IRMC. Finally, Helmick
    claims that Dr. DeMarsico “admitted” that he prescribed Pletal and concurred
    with Linda’s discharge. Id. at 23-24. Again, Dr. DeMarsico’s deposition
    testimony explains his understanding of the conversation between him and
    Dr. Polenta. We are hard pressed to see how these purported discrepancies
    prevented Helmick from obtaining an expert for two years.
    -8-
    J-S82040-17
    expert report where one was required,8 we conclude that the trial court did
    not err in granting summary judgment. See Masgai, 
    787 A.2d at 988
    .
    Order affirmed.
    Judgment Entered.
    Joseph D. Seletyn, Esq.
    Prothonotary
    Date: 3/1/2018
    8 Moreover, Helmick’s emergency medicine expert, Dr. Michael B. Stone,
    appears to explain why Helmick is having difficulty obtaining an expert report
    with respect to Dr. DeMarsico. In Dr. Stone’s report, he states: “While
    consultation with a vascular surgeon was clearly indicated in this case, the
    available documentation suggests that the emergency nature of [Linda’s]
    condition was neither recognized by Dr. Polenta nor communicated to Dr.
    DeMarsico.” Helmick’s Pre-trial Statement, Report of Dr. Michael B. Stone,
    at 4 (emphasis added).
    -9-
    

Document Info

Docket Number: 1066 WDA 2017

Filed Date: 3/1/2018

Precedential Status: Precedential

Modified Date: 3/1/2018