Bowlin v. Duke University

457 S.E.2d 757, 119 N.C. App. 178, 1995 N.C. App. LEXIS 417
CourtCourt of Appeals of North Carolina
DecidedJune 6, 1995
DocketCOA94-807
StatusPublished
Cited by9 cases

This text of 457 S.E.2d 757 (Bowlin v. Duke University) is published on Counsel Stack Legal Research, covering Court of Appeals of North Carolina primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Bowlin v. Duke University, 457 S.E.2d 757, 119 N.C. App. 178, 1995 N.C. App. LEXIS 417 (N.C. Ct. App. 1995).

Opinion

JOHNSON, Judge.

In the Spring of 1986, plaintiff was diagnosed with breast cancer. She had a mastectomy and underwent chemotherapy. Her treating oncologist then referred her to Duke University Medical Center (DUMC) for participation in the bone marrow transplant program, a program allowing cancer patients to harvest their own bone marrow to be frozen and reimplanted in the case of recurrence of the disease.

In October 1986, plaintiff entered DUMC for the harvesting of her bone marrow. The procedure was performed on 6 October 1986 under general anesthesia and involved inserting a long needle into the posterior hip bone and extracting marrow. Defendant Dr. Roy B. Jones and a fourth year medical student acting under Dr. Jones’ direct supervision performed the harvest procedure. Immediately after the procedure, plaintiff noticed pain and numbness in her right buttock and posterior thigh. This pain has persisted and was diagnosed by plaintiffs experts as caused by a penetration injury to the medial portion of the sciatic nerve, the major nerve serving the leg and foot, and to the posterior femoral cutaneous nerve, the sensory nerve that serves the posterior thigh. The pain is constant and interferes with her ability to sleep, carry on daily activities or be gainfully employed.

In the original complaint filed 12 December 1988, plaintiff alleged damages occurring as a result of defendants’ negligence in performing the bone marrow harvest procedure, resulting in injury to her nerves. Because plaintiff was asleep during the surgery and because none of her doctors, until that time, had been able to identify the cause or mechanism of her nerve injury, she based her allegations of negligence on the doctrine of res ipsa loquitur. On 19 September 1989, plaintiff amended her complaint to add additional defendants and factual allegations relating to the active participation of a medical student in plaintiff’s operation.

*180 On 11 May 1991, plaintiff dismissed several of the individual defendants in connection with identifying expert witnesses. On 20 June 1990, defendants deposed Dr. Austin Sumner, plaintiffs principal expert on negligence and causation. Dr. Sumner testified that in his opinion plaintiff had suffered a needle penetration injury to the sciatic and posterior femoral cutaneous nerves where they exit the pelvis at the sciatic notch (a point of injury distant from the operative site), that the injury occurred during the bone marrow harvest procedure and that it was below the applicable standards of practice to permit the needle to penetrate those nerves in the course of performing the bone marrow harvest.

On 15 January 1990, defendants deposed a second expert for plaintiff, Dr. Guido Tricot, who testified that it would be a deviation from applicable standards of practice to inflict a needle penetration injury to these nerves in the course of the harvest procedure.

On 22 January 1991, defendants identified a total of six expert witnesses who were expected to testify as to the standards of practice in performing bone marrow harvest procedures and the cause of plaintiffs injury. These experts later testified by deposition in opposition to Dr. Sumner’s and Dr. Tricot’s testimony, addressing the issues of negligence, standards of practice and causation.

Bowlin I was set for trial in July 1991. Ten days before trial, defendants moved for summary judgment on all issues. Because this Court had recently held that the doctrine of res ipsa loquitur was inapplicable in most medical negligence cases, in Grigg v. Lester, 102 N.C. App. 332, 401 S.E.2d 657, disc. review denied, 329 N.C. 788, 408 S.E.2d 520 (1991), and because both the original complaint and the first amended complaint had been drafted to invoke the doctrine of res ipsa loquitur, in response to defendants’ motion for summary judgment on all issues, plaintiff filed a motion to amend the complaint to conform to the evidence on 10 July 1991 to allege a specific deviation from the standards of practice by defendants. These contentions had been the subject of discovery since June 1990, had been addressed specifically by defendants’ experts months before and were the basis for plaintiff’s response to the summary judgment motions.

The court heard arguments on defendants’ summary judgment motions and on plaintiff’s motion to amend on 15-17 July 1991. Plaintiff presented to the court all the evidence upon which she relied that defendants had deviated from applicable standards of practice *181 and that these deviations had caused her injury. Defendants asserted, through their respective counsel, that plaintiffs contention that the standards of practice had been violated was a “new” claim and that they were surprised and prejudiced by her attempt to assert this “new” claim at the last minute, because they had discovered and prepared the case as a res ipsa loquitur case and not as a standards of practice case. As a result, defendants argued, they were unprepared to defend allegations that deviations from standards of practice had caused injury to plaintiff, and they would therefore be severely prejudiced if the motion to amend were allowed.

In response to these arguments by defendants, Judge Jenkins indicated that he was inclined to allow summary judgment on res ipsa loquitur and to deny the motion to amend. Plaintiff then agreed that if the court would allow the motion to amend, she would immediately upon filing and service of the amended complaint take a voluntary dismissal without prejudice of the general negligence claims that remained in the second amended complaint. This would preserve her claims of ordinary negligence for hearing at a later date.

Defendants did not object to this procedure. The court entered partial summary judgment and then signed an order (drafted by defendants) allowing plaintiff’s motion to amend as to general negligence claims and respondeat superior but reserving ruling on the issue of relation back of the amendment. Judge Jenkins stated in court that he assumed the statute of limitations as to the claims in the second amended complaint was not in issue. Accordingly, after the court entered partial summary judgment and allowed the motion to amend as to general negligence, plaintiff filed and served the second amended complaint, which contained claims of general negligence and respondeat superior against defendants based upon the same factual allegations as were contained in the original complaint and the first amended complaint, both filed and served before the expiration of the statute of limitations. Plaintiff then filed her notice of voluntary dismissal of the second amended complaint. Plaintiff made clear at the hearing that the only claims being voluntarily dismissed were those on which summary judgment had not been entered, as set forth in the second amended complaint. At no time before the voluntary dismissal without prejudice was filed did defendants raise the statute of limitations as a defense or issue, nor did they object to the court’s failure to rule on the issue of relation back.

*182 Plaintiff filed notice of appeal from the order of partial summary judgment.

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Cite This Page — Counsel Stack

Bluebook (online)
457 S.E.2d 757, 119 N.C. App. 178, 1995 N.C. App. LEXIS 417, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bowlin-v-duke-university-ncctapp-1995.