Avery v. Nelson

1969 OK 75, 455 P.2d 75
CourtSupreme Court of Oklahoma
DecidedApril 22, 1969
Docket43305
StatusPublished
Cited by5 cases

This text of 1969 OK 75 (Avery v. Nelson) is published on Counsel Stack Legal Research, covering Supreme Court of Oklahoma primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Avery v. Nelson, 1969 OK 75, 455 P.2d 75 (Okla. 1969).

Opinions

LAVENDER, Justice:

In this original proceeding for a writ of prohibition and/or mandamus against the respondent trial judge we are asked to hold that where one files a damage suit in which he seeks to recover for certain personal injuries that he thus voluntarily injects his physical condition in the case as an issue and thereby waives the privilege against disclosure of the physician-patient communications protected by 12 O.S. 1961, § 385(6).

The statute involved provides in part:

“The following persons shall be incompetent to testify:
******
“6. A physician or surgeon concerning any communication made to him by his patient with reference to any physical or supposed physical disease, or any knowledge obtained by a personal examination of any such patient: Provided, that if a person offer himself as a witness, that is to be deemed a consent to the examination; also, if an attorney, clergyman or priest, physician or surgeon on the same subject, within the meaning of the last three subdivisions of this Section.”

The plaintiff in the trial court is not a party in this proceeding; however, for simplicity she will sometimes be referred to herein as “plaintiff.” The petitioner herein is the defendant in the trial court. She will be hereafter referred to as either “petitioner” or “defendant.” The respondent is the judge of the district court of Tulsa County, Oklahoma.

Plaintiff’s petition, filed in the court below, alleged in part that she was injured by the negligence of the defendant and she asked damages for such injuries from the defendant. The injuries were generally [77]*77described in the petition, a copy of which is annexed to one of the briefs. The allegations of the plaintiff’s petition regarding her injuries were placed in issue by the filing of defendant’s answer. Thereafter the defendant attempted — first by interrogatories and then by serving a notice to take the plaintiff’s doctors’ depositions— to discover the evidence which plaintiff probably will present at the trial of the cause to establish her injuries and disability. The plaintiff, at the pretrial of the cause, moved to restrain the taking of her doctors’ depositions and the trial court sustained her motion. The motion was upon the grounds that such evidence was privileged from disclosure by the above statute. The defendant’s motion that the testimony of plaintiff’s doctors be excluded from the trial until defendant has an opportunity to take the depositions was denied by the trial court. At the pretrial, the plaintiff listed as two of the witnesses she intends to call upon at the trial the names of two doctors. It is these doctors’ depositions that petitioner seeks to obtain.

The petitioner argues that the modern view is to permit full discovery of any and all evidence which might be material to prove or disprove the issues in litigation; that lawsuits are not surprise parties nor guessing games, but are solemn proceedings in which the primary concern of the law is to find the truth and that this result is better accomplished when both parties to the litigation have equal access to the evidence which will be offered at the trial.

While the court finds itself in complete accord with the views expressed in the preceding paragraph, we also find ourselves facing a statutory proviso regarding the waiver of the protection of the statute, which we believe is controlling, under the circumstances here.

Initially we think it should be said that while the right to take pretrial discovery depositions is afforded by our statutes, even though the purpose may merely be to prepare the taker for trial, the right is qualified by the statute with which we are concerned here and does not include the right to discover privileged information. Title 12 O.S. 1968 Supp. 434 and Title 12 O.S. 1961 § 435. State ex rel. Westerheide v. Shilling (1942), 190 Okl. 305, 123 P.2d 674. In St. Louis-San Francisco Railway Co. v. Kilgore (1961), Okl., 366 P.2d 936, we said:

“ * * * It was the right and privilege of the plaintiff to refuse the request of the defendants that her doctors be permitted to release information they had received from her or obtained by their examination and treatment of her, as to her injuries or physical condition. * *”

12 O.S. 1968 Supp. § 548 relating to discovery and production of documents, etc. is limited to those things “not privileged.”

This brings us to the question of whether the privilege against disclosure protected by 12 O.S. 1961, § 385(6) has been waived by the plaintiff in the proceeding in the trial court.

Petitioner argues that the plaintiff appeared and answered certain questions at the taking of her deposition by the defendant, which answers pertained to communications she had had with her doctors as well as the extent of her physical disability. We think that a waiver of the privilege statute to be effective must be voluntary. We hold that merely testifying in response to questions of opposing counsel on the occasion of the taking of the plaintiff’s deposition as an aid to the defendant does not amount to voluntarily offering oneself as a witness. The situation is comparable to that which existed in Massachusetts Bonding & Ins. Co. v. Jones (1939), 185 Okl. 551, 94 P.2d 885 in which we held that a witness does not wave the privilege by testifying on cross-examination concerning the protected information. See also Bond v. Independent Order of Foresters, 1966, 69 Wash.2d 879, 421 P.2d 351.

Petitioner, arguing that by plaintiff raising the issue of her physical condition [78]*78in the litigation thereby waived the statutory privilege, calls our attention to the previous decision of this court in Application of Paul H. Umbach to Enforce Subpoena Duces Tecum Against A. L. Solli-day (1960), Okl., 350 P.2d 299. In the cited case we were asked to compel production of income tax records of an individual witness in a lawsuit. The privilege against disclosure of the federal tax returns is guaranteed by a federal statute. We quoted from various federal decisions pertaining to the matter and concluded that because Solliday was only a witness in the litigation we would not compel him to disclose his tax returns. Even if such opinion should be taken as establishing the precedent that injection of income by a party litigant into the cause shall ipso facto operate to waive the federal privilege statute, it does not necessarily follow that the same would be true concerning communications between physician and patient, especially where the specific prohibition of the statute is against a physician testifying to such information unless the patient first testifies concerning it or offers the testimony of the physician on the matter.

In Witte v. Fullerton (1962), Okl., 376 P.2d 244, also cited by petitioner, we recognized the inherent power of a trial court in this state to compel a litigant in a personal injury action to submit to a physical examination by a court-appointed physician. The power was seen as arising from the basic purpose of the administration of justice, which is to ascertain the truth and to administer justice in accord therewith. In that case we did not have before us a statutory privilege against such procedure. The case is not applicable.

In other cases cited by petitioner, which include: Terrell v. First National Bank and Trust Co. (1950), 204 Okl. 24, 226 P.2d 431; Lazzell v.

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Avery v. Nelson
1969 OK 75 (Supreme Court of Oklahoma, 1969)

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Bluebook (online)
1969 OK 75, 455 P.2d 75, Counsel Stack Legal Research, https://law.counselstack.com/opinion/avery-v-nelson-okla-1969.