Appell v. Muguerza

329 S.W.3d 104, 2010 Tex. App. LEXIS 9299, 2010 WL 4749676
CourtCourt of Appeals of Texas
DecidedNovember 23, 2010
Docket14-09-00932-CV
StatusPublished
Cited by24 cases

This text of 329 S.W.3d 104 (Appell v. Muguerza) is published on Counsel Stack Legal Research, covering Court of Appeals of Texas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Appell v. Muguerza, 329 S.W.3d 104, 2010 Tex. App. LEXIS 9299, 2010 WL 4749676 (Tex. Ct. App. 2010).

Opinion

OPINION

KEM THOMPSON FROST, Justice.

A doctor’s patient and her mother sued the doctor asserting claims for assault based on the doctor’s alleged physical assault of the patient and her mother in an examination room at the doctor’s office. The plaintiffs allege that the doctor punched his patient in the nose and mouth, violently threw her to the ground, and violently shoved her mother. Based on their assertion that the claims are not health care liability claims, the plaintiffs did not file an expert report under section 74.351 of the Texas Civil Practice and Remedies Code. After the doctor died, the executrix of his estate was substituted as the defendant, and she moved for dismissal, asserting that these claims are subject to section 74.351. The trial court denied this motion, and the executrix appeals this ruling. We affirm in part and reverse and remand.

I. Factual and PROCEDURAL Background

Appellees/plaintiffs Shari Muguerza and Cyrene. Muguerza (collectively “the Mu-guerzas”) filed suit against Dr. Rodney Appell, alleging that he assaulted them in an examination room in his medical office. In response, Dr. Appell asserted various defenses, including self-defense. He also moved to dismiss the Muguerzas’ claims based on their failure to file an expert report under section 74.351, 1 which Dr. Appell alleged applies to the Muguerzas’ claims. In addition, Dr. Appell asserted a counterclaim against Shari alleging the following:

• Dr. Appell is a licensed physician specializing in the practice of urology.

• On March 1, 2007, Shari presented herself to Dr. Appell’s medical office requesting that Dr. Appell examine her for urologically related complaints.

• Dr. Appell examined Shari in the presence of her mother and one of Dr. Appell’s medical assistants. Following the urological examination, Dr. Appell left the examination room while Shari got dressed.

*108 • Dr. Appell returned to the examination room to discuss his medical findings and recommendations. Shortly after he started talking, Shari launched an unprovoked assault on Dr. Appell by trying to hit him with her fist, while cursing at him and telling him she was going to hurt him badly.

• Dr. Appell defended himself from Shari’s blows, and his nurses and assistants entered the room to assist and to control Shari.

• During the scuffle, Shari bit Dr. Ap-pell’s left hand, causing a nasty skin tear. As a result of Shari’s assault, Dr. Appell experienced a significant physical injury to his left hand that necessitated emergency medical attention as well as inoculations against tetanus and other diseases.

• Nothing Dr. Appell did or failed to do caused or contributed to cause Shari’s unprovoked assault on him.

• Shari intentionally, knowingly, or recklessly caused bodily injury to Dr. Ap-pell, for which Dr. Appell seeks to recover his medical expenses and damages for pain and suffering.

After Dr. Appell died, the Muguerzas amended their petition, making similar allegations and claims but naming appellant Susan E. Appell, Executrix of the Estate of Rodney Appell, M.D., Deceased (the “Executrix”) as the defendant instead of Dr. Appell. In their live petition against the Executrix, the Muguerzas allege the following:

• On or about March 1, 2007, Shari and Cyrene sought medical treatment at Dr. Appell’s medical office.

• Shari and Cyrene were escorted to an examination room.

• In the examination room, Dr. Appell assaulted Shari and Cyrene.

• Shari suffered physical and psychological injuries when Dr. Appell punched Shari in the nose and mouth, and when Dr. Appell and “his cohorts” threw her violently to the ground.

• Cyrene suffered trauma when Dr. Ap-pell violently shoved her into a cabinet, cutting and injuring her arm, and then was forced to watch her daughter being beaten and abused by Dr. Appell.

• Nothing the Muguerzas did or failed to do was a proximate cause of the assault or resultant injuries or damages.

• Dr. Appell acted intentionally, knowingly, or recklessly.

• Dr. Appell made contact with Shari’s person and Cyrene’s person.

• Dr. Appell’s contact caused bodily injury to Shari and Cyrene.

• Shari and Cyrene suffered mental anguish, and Cyrene was traumatized by having to observe the assault of Shari.

• Shari and Cyrene seek relief for past and future medical expenses, past and future pain and suffering, past and future mental anguish, pre-judgment interest, post-judgment interest, and court costs.

In response, the Executrix did not assert a counterclaim; however, in her answer, she alleged that the Muguerzas’ damages were the result of their voluntary actions. The Executrix also asserted as a defense the Muguerzas’ failure to file an expert report under section 74.351. Based on this failure, the Executrix filed a motion to dismiss the Muguerzas’ claims. In this motion, the Executrix asserted that the Muguerzas’ claims were health care liability claims. The Executrix also relied upon Shari’s discovery responses. In a response to a request for disclosure, when asked to identify the legal theories and general factual bases of her claims, Shari responded as follows:

*109 Due to the negligence of this Defendant, Plaintiff suffered injuries and continues to suffer from the incident that makes [sic] the basis of this suit. It is expected that the testimony of Plaintiff as well as her treating physicians will clearly set forth the negligence of this Defendant.

In one of his interrogatories, Dr. Appell asked Shari the following: “To the extent not included in your Response to Rodney Appell, M.D.’s Request for Disclosure, with regard to the incident made the basis of this suit, identify the act(s) and/or action(s), if any, which you claim to have constituted assault.” In her answer to this interrogatory, Shari stated as follows:

Dr. Appell aggressively jammed a catheter in my vagina causing significant pain. When I winced at the pain, he responded “Shut up! I have kids that are better patients than you!” He continued to physically attack both myself and my mother before summoning his nurse, Susan Peterson. Susan then entered the room and continued the assault by grabbing my hair. Because of the screaming, Mike, the janitor, entered the room and detained me by pinning me on the floor while wrenching my arm behind my back.

Dr. Appell and the Executrix both relied upon these discovery responses in their motions to dismiss. The trial court denied the motion in October 2009. In a single appellate issue, the Executrix challenges the trial court’s ruling. She asserts that the trial court erred in denying her motion to dismiss under section 74.351(b). 2

II. Analysis

Generally, we review a trial court’s order granting or denying a motion to dismiss under section 74.351(b) under an abuse-of-discretion standard. See Wasserman v. Gugel, No.

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Cite This Page — Counsel Stack

Bluebook (online)
329 S.W.3d 104, 2010 Tex. App. LEXIS 9299, 2010 WL 4749676, Counsel Stack Legal Research, https://law.counselstack.com/opinion/appell-v-muguerza-texapp-2010.