Bock v. Baker

44 Pa. D. & C.3d 60, 1987 Pa. Dist. & Cnty. Dec. LEXIS 270
CourtPennsylvania Court of Common Pleas, Armstrong County
DecidedOctober 20, 1987
Docketno. 1986-127
StatusPublished

This text of 44 Pa. D. & C.3d 60 (Bock v. Baker) is published on Counsel Stack Legal Research, covering Pennsylvania Court of Common Pleas, Armstrong County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Bock v. Baker, 44 Pa. D. & C.3d 60, 1987 Pa. Dist. & Cnty. Dec. LEXIS 270 (Pa. Super. Ct. 1987).

Opinion

HOUSE, P.J.,

— Before the court for disposition is a motion for sanctions filed on behalf of defendant, David Kent Baker; motions to amend answer and new matter filed on behalf of defendant Baker and additional defendant Zylinski; and a motion to direct plaintiff to appear for another deposition filed on behalf of defendant Baker.

FACTS

This action arose out of an automobile accident which occurred on May 8, 1985, in South Buffalo Township, Armstrong County. At the time of the ac[61]*61cident; plaintiff was riding as a passenger in her own vehicle which was being operated by additional defendant Zylinski. The vehicle with which they collided was being operated by defendant Baker.

Plaintiff filed her complaint in this matter on January 24, 1986, alleging that the accident and resultant injuries were caused by the negligence of defendant Baker. Thereafter, defendant Baker filed answer and new matter alleging that, at the time of the accident, additional defendant Zylinski was operating plaintiff’s vehicle as the agent, servant or employee of plaintiff in, about, and in furtherance of plaintiff’s business and that the accident and resultant injuries were caused by the negligence of Zylinski. In the alternative, defendant Baker alleges that plaintiff and Zylinski were on a joint venture or that the negligence of Zylinski should be imputed to plaintiff. Defendant Baker further asserts that the Pennsylvania Comparative Negligence Act applies and that plaintiff’s negligence exceeds that of defendant and, therefore, bars recovery by plaintiff. Defendant Baker then filed a complaint against additional defendant Zylinski. Plaintiff then filed her reply to new matter and additional defendant Zylinski filed his answer to defendant Baker’s complaint.

Defendant Baker filed the instant motion for sanctions due to plaintiff’s alleged failure to produce certain records requested by defendant in his interrogatories. Subsequently, defendant Baker and additional defendant Zylinski each filed motions to amend answers and new matter. Then, in May 1987, defendant Baker filed the instant motion to direct plaintiff to appear for a further deposition.

Briefs have been submitted by the parties and oral argument has been received in these matters which are now ready for disposition.

[62]*62ISSUES

I. Is defendant entitled to a copy of plaintiff’s medical records and a copy of her income tax records?

II. Should defendants be permitted to amend their answers and new matter to raise the so-called seat belt defense?

III. Should plaintiff be directed to appear for another disposition?

DISCUSSION

I. Motion for Sanctions

Defendant Baker filed. the instant motion for sanctions against plaintiff on the grounds that plaintiff had failed to execute certain authorizations which would enable defendant to obtain copies of plaintiff’s medical records and for failure to furnish the requested income tax returns. It is defendant’s contention that the requested records are relevant and' material to this matter and are, therefore, discoverable.

Regarding defendant’s request for production of plaintiff’s medical records, it appears to be plaintiff’s contention that, while defendant may, indeed, be entitled to obtain a copy of plaintiff’s medical records, he is only entitled to such records after plaintiff’s counsel has had an opportfinity to obtain the same and remove those portions of the records which would cause undue embarrassment or which are constitutionally privileged.

In Adams v. Armstrong County Memorial Hospital et al., C. P. Armstrong County, no. 1981-0029-Civil, this court discussed'at length the issue of production and inspection of a plaintiff’s medical records. We held therein that a defendant does, in[63]*63deed, have the right to view the medical records of a plaintiff and that the court can order a plaintiff to execute an authorization permitting the examination of those records. In so holding, we noted that the policy in Pennsylvania, is towards liberal construction of discovery rules. We also found that the interests of fairness and justice demand that, where a plaintiff has placed his or her condition at issue, both parties should have equal access to any relevant information concerning that condition. See, also Matychuck v. Purnell, 11 D.&C.2d 507 (1957); Yankovick v. Dicks, 14 D.&C.2d 53 (1957).

In the instant matter, plaintiff is alleging that she sustained injuries to her head, neck, right arm and lower back as a result of the accident. Thus, plaintiff has placed her condition at issue. For the reasons discussed above, it is, therefore, clear that defendant has a right to view any relevant information concerning the plaintiff’s medical condition. Because a patient’s medical records may, however, contain information relating to the treatment of medical problems which have no relationship whatsoever to the medical condition that is the subject of the pending action, or information which would cause undue embarrassment to plaintiff, or which is constitutionally privileged, this court will not require plaintiff to furnish authorizations making her entire medical file immediately available for defendant’s inspection. Rather, plaintiff’s counsel shall be permitted to examine plaintiff’s medical records initially and may object in writing to the disclosure of portions claimed to be privileged, etc. If objections are filed, the court shall examine the record in the light of the objections and make such rulings as may be indicated. Plaintiff shall then be directed to produce copies of all medical records then remaining which are or may be relevant to the medical con[64]*64dition or injuries which are the subject of this action.

Defendant is also requesting that plaintiff furnish to her copies of her federal income tax returns for the year of the' accident and the two years prior thereto.

Plaintiff objects to producing said tax returns on the ground of relevancy. It is plaintiff’s contention that the income tax returns may disclose personal income of plaintiff and/or deductions of business expenses taken by plaintiff which would be irrelevant in the instant matter and that the information defendant has already received, apparently consisting of income data from plaintiff’s employer, is all that defendant is entitled to receive. For reasons set out below, we do not agree with plaintiff’s contention.

Plaintiff is seeking to recover damages for injuries allegedly sustained as a result of an automobile accident. The complaint avers, inter alia, a loss of earnings on the part of plaintiff as a result of her injuries. The law is clear that there is no privilege to refuse to produce income tax returns for purposes of inspection where a party’s earnings are at issue. See, e.g. Kine v. Forman, 205 Pa. Super. 305, 209 A.2d 1 (1965); Winck v. Dailey Mack Sales Inc., 21 D.&C.3d 399 (1980). The fact that said returns may not be admissible at trial will not prevent discovery of the returns provided the returns would be both ' relevant and of substantial aid to the party seeking discovery. See Winck, supra; see also 10 GoodrichAmram 2d §4003.1:9 and §4009(a):4.

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Bluebook (online)
44 Pa. D. & C.3d 60, 1987 Pa. Dist. & Cnty. Dec. LEXIS 270, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bock-v-baker-pactcomplarmstr-1987.