Carter v. Monger

CourtDistrict Court, D. Colorado
DecidedApril 13, 2022
Docket1:19-cv-03555
StatusUnknown

This text of Carter v. Monger (Carter v. Monger) is published on Counsel Stack Legal Research, covering District Court, D. Colorado primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Carter v. Monger, (D. Colo. 2022).

Opinion

IN THE UNITED STATES DISTRICT COURT

FOR THE DISTRICT OF COLORADO

Civil Case No. 19-CV-03555-GPG

REBEKAH CARTER,

Plaintiff,

v.

TYRA MONGER,

Defendant.

OPINION AND ORDER (1) DENYING DEFENDANT’S MOTION TO EXCLUDE SELECT TESTIMONY AND (2) GRANTING PLAINTIFF’S MOTION TO LIMIT EXPERT TESTIMONY

This matter comes before the Court on Defendant’s motion to exclude select testimony of Jacquelyn N. Morris, RN, CRRN, CNLCP, under Federal Rule of Evidence 702 (D. 48)1, Plaintiff’s response (D. 51), and Defendant’s reply (D. 53). Also before this Court is Plaintiff’s motion to limit the testimony of Hal Wortzel, MD (D. 52), Defendant’s response (D. 56), and Plaintiff’s reply (D. 58). The Court has reviewed the pending motions, responses, replies, and all attachments. The Court has also considered the entire case file, the applicable law, and is sufficiently advised in the premises. Oral argument is not necessary. This Court DENIES Defendant’s motion to exclude select expert testimony of Morris and GRANTS Plaintiff’s motion to limit the expert testimony of Dr. Wortzel for the reasons specifically set forth below.

1 “(D. 48)” is an example of the stylistic convention used to identify the docket number assigned to a specific paper by the Court’s case management and electronic case filing system (CM/ECF). This convention is used throughout this Order. I. FACTS This Court is satisfied that jurisdiction is conferred upon this Court under 28 U.S.C. § 1332 because diversity exists between Plaintiff and Defendant, as they are citizens of different states, and the amount in controversy exceeds $75,000. 28 U.S.C. § 1332(a)(1). Because this case arises

under diversity jurisdiction, this Court applies state substantive law and federal procedural law. Racher v. Westlake Nursing Home Ltd. P’ship, 871 F.3d 1152, 1162 (10th Cir. 2017); Wade v. EMCASCO Ins. Co., 483 F.3d 657, 665 (10th Cir. 2007) (quoting Wankier v. Crown Equip. Corp., 353 F.3d 862, 866 (10th Cir. 2003)); see also Erie R. Co. v. Tompkins, 304 U.S. 64, 78 (1938). This action arises from a vehicular accident between Plaintiff’s motorcycle and Defendant’s truck in Grand Junction on September 13, 2017. (D. 1, p. 2). Plaintiff alleges that she sustained injuries, damages, and losses as a result of the accident and raises three claims for relief: (1) negligence; (2) negligence per se, in violation of Colorado Revised Statute § 42-4-1402; and (3) negligence per se, in violation of Colorado Revised Statute § 42-4-702. (Id., pp. 3-6). Plaintiff retained Jacquelyn Morris, RN, CRRN, CNLCP as an expert in life care planning and

nursing. (D. 48-5, p. 1). Defendant has retained Hal S. Wortzel, MD as an expert in the fields of neuropsychiatry and behavioral neurology. (D. 56, p. 1). Each party objects to the other’s retained expert and portions of the expert’s report.

II. LEGAL STANDARD Federal Rule of Evidence 702 permits: A witness who is qualified as an expert by knowledge, skill, experience, training, or education may testify in the form of an opinion or otherwise if: (a) the expert’s scientific, technical, or other specialized knowledge will help the trier of fact to understand the evidence or to determine a fact in issue; (b) the testimony is based on sufficient facts or data; (c) the testimony is the product of reliable principles and methods; and (d) the expert has reliably applied the principles and methods to the facts of the case.

Fed. R. Evid. 702. An expert must be qualified based upon knowledge, skill, experience, training, or education to testify in the form of an opinion in a particular subject area. Id. The district court has a general gatekeeping obligation that applies not only to testimony based on scientific knowledge but to all expert testimony. Kumho Tire Co. v. Carmichael, 526 U.S. 137, 141 (1999). To perform that gatekeeper function, a court must perform a two-step analysis: (1) the court must determine whether the expert is qualified by “knowledge, skill, experience, training, or education” to render an opinion, and (2) if the expert is sufficiently qualified, the court must determine whether the expert’s opinion is reliable under the principles set forth in Daubert, i.e., whether the proposed testimony is sufficiently relevant. 103 Invs. I, L.P. v. Square D Co., 470 F.3d 985, 990 (10th Cir. 2006) (citing Daubert v. Merrell Dow Pharms., Inc., 509 U.S. 579, 593–94 (1993)); Cook v. Rockwell Int’l Corp., 580 F. Supp. 2d 1071, 1082 (D. Colo. 2006). Where an expert witness relies on experience in stating opinions, the expert “must explain how that experience leads to the conclusion reached, why that experience is a sufficient basis for the opinion, and how that experience is reliably applied to the facts.” United States v. Medina- Copete, 757 F.3d 1092, 1104 (10th Cir. 2014) (citation omitted). The court has “broad discretion” in “deciding how to assess an expert’s reliability, including what procedures to utilize in making that assessment, as well as in making the ultimate

determination of reliability.” Dodge v. Cotter Corp., 328 F.3d 1212, 1223 (10th Cir. 2003). The party offering the expert opinion bears the burden of establishing its admissibility, including the foundational requirements by a preponderance of the evidence. United States v. Nacchio, 555 F.3d 1234, 1241 (10th Cir. 2009). The proponent does not need to prove that “the opinion is objectively correct”; rather, the proponent must prove that “the witness has sufficient expertise to choose and apply a methodology, that the methodology applied was reliable, that sufficient facts and data as required by the methodology were used and that the methodology was otherwise reliably applied.” United States v. Crabbe, 556 F. Supp. 2d 1217, 1221 (D. Colo. 2008) If the standard for reliability is met, the Court must then ensure that the proffered testimony

will be of assistance to the trier of fact. United States v. Rodriguez-Felix, 450 F.3d 1117, 1122-23 (10th Cir. 2006). “Relevant expert testimony must logically advance[ ] a material aspect of the case and be sufficiently tied to the facts of the case that it will aid the jury in resolving a factual dispute.” United States v. Garcia, 635 F.3d 472, 476 (10th Cir. 2011) (quotations and citations omitted).

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Related

Erie Railroad v. Tompkins
304 U.S. 64 (Supreme Court, 1938)
Daubert v. Merrell Dow Pharmaceuticals, Inc.
509 U.S. 579 (Supreme Court, 1993)
Kumho Tire Co. v. Carmichael
526 U.S. 137 (Supreme Court, 1999)
Lesch v. United States
612 F.3d 975 (Eighth Circuit, 2010)
United States v. Adams
271 F.3d 1236 (Tenth Circuit, 2001)
Wankier v. Crown Equipment Corp.
353 F.3d 862 (Tenth Circuit, 2003)
United States v. Rodriguez-Felix
450 F.3d 1117 (Tenth Circuit, 2006)
103 Investors I, LP v. Square D Company
470 F.3d 985 (Tenth Circuit, 2006)
Wade v. Emcasco Insurance
483 F.3d 657 (Tenth Circuit, 2007)
United States v. Garcia
635 F.3d 472 (Tenth Circuit, 2011)
United States v. Joey Toledo A/K/A Joey Toreneda
985 F.2d 1462 (Tenth Circuit, 1993)
Megan Sands v. Kawasaki Motors Corp. U.S.A.
513 F. App'x 847 (Eleventh Circuit, 2013)
United States v. Nacchio
555 F.3d 1234 (Tenth Circuit, 2009)
Cook v. Rockwell International Corp.
580 F. Supp. 2d 1071 (D. Colorado, 2008)
United States v. Medina-Copete
757 F.3d 1092 (Tenth Circuit, 2014)
Racher v. Westlake Nursing Home Ltd. Partnership
871 F.3d 1152 (Tenth Circuit, 2017)

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