Cordy v. Sherwin-Williams Co.

156 F.R.D. 575, 1994 WL 388902
CourtDistrict Court, D. New Jersey
DecidedApril 25, 1994
DocketCiv. A. No. 94-184(JBS)
StatusPublished
Cited by36 cases

This text of 156 F.R.D. 575 (Cordy v. Sherwin-Williams Co.) is published on Counsel Stack Legal Research, covering District Court, D. New Jersey primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Cordy v. Sherwin-Williams Co., 156 F.R.D. 575, 1994 WL 388902 (D.N.J. 1994).

Opinion

OPINION

KUGLER, United States Magistrate Judge:

In this day of divided and shifting loyalties, when it is not unknown for lawyers to change firms in the middle of litigation,1 we are faced with the phenomenon of an expert essentially doing the same thing by changing sides in the litigation. The question for the Court is whether he should get away with it.

The underlying lawsuit involves a claim by plaintiff Sterling Cordy for damages for massive injuries he suffered while riding his bicycle over a railroad track crossing in Linden-wold, New Jersey, on August 30, 1991. Plaintiff alleges that defendant SherwinWilliams Company owns the crossing and is liable to him for damages.

Before the Court are cross-motions. Defendant first moved for an Order compelling Plaintiffs counsel to produce the bicycle for examination and testing by their expert, James Marley Green. Plaintiff moved for an Order barring Defendant from using Green as their expert, and further to disqualify the law firm of Marshall, Dennehey, Warner, Coleman & Goggin, from further representing Sherwin-Williams Company in this case. Plaintiff contends that he had first retained Green to work on his behalf, and that Green changed sides in the middle of this litigation.

Both sides submitted briefs and affidavits. Because the affidavits raised stark factual disputes, the Court heard testimony on March 22, 1994, from Terrence Tuttle, William Cook, Esquire, Barbara J. Davis, Esquire, John Penders, Esquire and James Marley Green. Seventeen Plaintiffs exhibits (P-1 through and including P-17) and five defense exhibits (D-l through and including D-5) were marked and received into evidence. Counsel subsequently sent the Court letters addressing the claim that Plaintiffs exhibit 10 — a three-ring binder of allegedly confidential information that Plaintiff gave Green for review — was protected from disclosure. It was admitted under seal.

I. THE FACTS

Having had an opportunity to review the affidavits and judge the credibility of the witnesses through hearing their testimony the Court makes the following findings:

1. James Marley Green is the principal of Resource Engineering, Inc. He is a forensic engineer who specializes in, among other things, accidents involving bicycles. He claims to be chairman of the Ethics Committee of the National Academy of Forensic Engineers. It is likely that he has sufficient training, education and knowledge to qualify as an expert witness in this case.

2. The law firm of Brown & Connery, representing Plaintiff, contacted James Green in May of 1993, for the purpose of consulting him in his professional capacity regarding this case. There were telephone calls on May 14, 1993, May 17, 1993 (twice) May 18, 1993, May 24, 1993, June 11, 1993 and July 1, 1993, from Brown & Connery to Resource Engineering (P-9). There were calls from Resource Engineering to Brown & Connery on May 14, 1993, May 17, 1993 and May 26, 1993 (D-4, D-5).

[577]*5773. Green prepared and submitted a retainer agreement to Brown & Connery, When he realized it hadn’t been signed by an attorney from the firm he resubmitted it to the firm on May 27,1993, for the signature of an attorney (P-3).

4. William Cook, Esquire, ultimately signed the retainer agreement on behalf of Brown & Connery on June 1, 1993. Green had signed on behalf of Resource Engineering on May 27, 1993.

5. Brown & Connery forwarded a check, payable to Resource Engineering, in the amount of $3,000, to Resource on May 24, 1993 (P-2). Resource deposited the check in its bank account on May 25, 1993 (P-2) and acknowledged its receipt by invoice to Brown & Connery dated May 28, 1993 (P-4).

6. Cook forwarded to Green under cover of a letter dated May 24, 1993, a three ring binder containing the investigation conducted by plaintiffs counsel (P-10).2 This includes a cover letter with counsel’s impression of the ease, a police report, witness interview, summary memorandum photographs, and an Engineering Report of another expert.

7. Resource forwarded Brown & Connery a bill dated June 28, 1993, for 27 hours of work done on behalf of Plaintiff in investigating this claim (P-5). The invoice shows an outstanding balance due of $2,094.23.

8. By letter of July 1, 1993 (faxed the same day), to Green, Cook complains of the bill of June 28, 1993. This letter ends with: ‘Where is your report? Please advise.” OP-11).

9. Green never rendered a written report to Brown & Connery.

i0. By letter dated July 6, 1993, to Cook, Green invoked the 30-day resignation provisi0n of the retainer agreement and returned the $3,000, retainer (P-13).

11. Green did render at least one oral opinion to Plaintiffs firm concerning the cause of the accident. There is a heated dispute as to the nature of that opinion and the time when it was communicated to Brown & Connery:

a. Terrence Tuttle, a paralegal employed by Brown & Connery, testified consistently with a memorandum he prepared dated May 26,1993, and marked P-8. Essentially, he recalls that Green indicated that the accident was caused by the railroad track and not the bicycle. Tuttle believes this conversation took place in May of 1993, but cannot provide an exact date. Finding 2, ante, indicates the dates of those calls, but the longest was 2.8 minutes (May 17,1993). It is unlikely that Tuttle and Green could have discussed his opinion in that short a time. However, the May 17,1993, call from Resource to Brown & Connery lasted 20.6 minutes, and the call of May 26, 1993, lasted 5.5 minutes. Either would seem of sufficient duration for Green to disclose his opinion.
b. Green testified that sometime in mid-June he informed Brown & Connery that they had no case against the owner of the railroad crossing. Green has no record of any such call. The call of June 11, 1993, from Brown & Connery to Resource, lasted one minute and does not seem long enough for the parties to have discussed Green’s opinion. However, there is a ref[578]*578erence in the invoice dated June 18, 1993, for eight hours of work for Brown & Connery. And it begins, “as directed by attorney ...”3

12. Green and Plaintiffs firm discussed potential defendants in this lawsuit. When that occurred is not clear.

13. Green maintained no notes, records or memoranda of his discussions with Plaintiffs law firm. Green has no record of any telephone calls to Plaintiffs firm in mid-June, 1993. He cannot locate any hotel or motel records for that period which reflect a telephone call to plaintiffs law firm.

14. The repeated references in Green’s affidavits to conversations he had with Cook are incorrect. Green never spoke with Cook. Green actually spoke at all times with Tuttle.4

15. The initial contact between Green and defense counsel was initiated by Barbara J. Davis, of Marshall, Dennehey, Warner, Coleman & Goggin, an associate in the New Jersey office. She testified that she made a number of unsuccessful attempts to call Green. It is not clear when they first spoke. Green believes it to have been October 18, 1993.

16. Davis testified that during the initial conversation, Green revealed that he had been “consulted” by Brown & Connery.

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Cite This Page — Counsel Stack

Bluebook (online)
156 F.R.D. 575, 1994 WL 388902, Counsel Stack Legal Research, https://law.counselstack.com/opinion/cordy-v-sherwin-williams-co-njd-1994.