Donna Schooley, Individually and on Behalf of the Estate of Clifford Schooley And John Gabriel Schooley and Erika Nicole Schooley v. Karman Weatherby, M. D.

CourtCourt of Appeals of Texas
DecidedNovember 6, 2008
Docket03-07-00372-CV
StatusPublished

This text of Donna Schooley, Individually and on Behalf of the Estate of Clifford Schooley And John Gabriel Schooley and Erika Nicole Schooley v. Karman Weatherby, M. D. (Donna Schooley, Individually and on Behalf of the Estate of Clifford Schooley And John Gabriel Schooley and Erika Nicole Schooley v. Karman Weatherby, M. D.) is published on Counsel Stack Legal Research, covering Court of Appeals of Texas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

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Donna Schooley, Individually and on Behalf of the Estate of Clifford Schooley And John Gabriel Schooley and Erika Nicole Schooley v. Karman Weatherby, M. D., (Tex. Ct. App. 2008).

Opinion

TEXAS COURT OF APPEALS, THIRD DISTRICT, AT AUSTIN

NO. 03-07-00372-CV

Donna Schooley, Individually and on Behalf of the Estate of Clifford Schooley; and John Gabriel Schooley and Erika Nicole Schooley, Appellants

v.

Karman Weatherby, M.D., Appellee

FROM THE DISTRICT COURT OF TOM GREEN COUNTY, 340TH JUDICIAL DISTRICT NO. C-06-1599-C, HONORABLE THOMAS J. GOSSETT, JUDGE PRESIDING

MEMORANDUM OPINION

In this appeal, we must decide whether the trial court properly dismissed a health care

liability claim based on the claimants’ failure to serve an adequate expert report in compliance

with chapter 74 of the civil practice and remedies code. See Tex. Civ. Prac. & Rem. Code Ann.

§ 74.351(a), (l) (West Supp. 2008). Donna Schooley, individually and on behalf of the Estate of

Clifford Schooley, John Gabriel Schooley, and Ericka Nicole Schooley contend that the trial court

abused its discretion by dismissing their suit against Karman Weatherby, M.D., because their

survival claim was adequately pled and because their wrongful-death claim was supported by

expert reports that provided a fair summary of the experts’ opinions about causation. See id.

§ 74.351(l), (r)(6).

Because we conclude that the Schooleys’ wrongful-death claim was not supported

by an expert report that provided a fair summary of the expert’s opinion about causation, the trial court’s order is affirmed in part. However, review of the record demonstrates that

the Schooleys’ pleadings support a survival claim and that the survival claim was not addressed

by Dr. Weatherby’s motion to dismiss. Because we conclude that the order dismissing the

Schooleys’ suit granted greater relief than requested by Dr. Weatherby’s motion and was an abuse

of discretion, the trial court’s order is reversed in part, and this cause is remanded to the trial court

for further proceedings.

BACKGROUND

After being diagnosed with colorectal cancer, Mr. Schooley was scheduled for

surgery1 at San Angelo Community Hospital with Dr. Weatherby. Mr. Schooley’s preoperative CT

scan suggested a potential liver metastasis, but it was not confirmed on later CT scans. During the

surgery on September 27, 2004, Dr. Weatherby nicked Mr. Schooley’s spleen, causing bleeding that

Dr. Weatherby treated with cauterization of the wound and placement of a drain along the injury site

to monitor the bleeding postoperatively. Mr. Schooley’s internal bleeding continued postoperatively,

and daily laboratory tests revealed his decreasing hemoglobin and hematocrit levels. Five days after

surgery, Mr. Schooley passed out and fell from his hospital bed. His wife caught him, eased him to

the floor, and called for nursing assistance. Mr. Schooley’s bleeding from the drain increased. Two

1 The surgery was a “low anterior resection of the colon and rectum with primary anastomosis.”

2 days later, Dr. Weatherby ordered a CT scan and performed exploratory surgery on Mr. Schooley,

who was found to have a large internal blood clot and ruptured anastomosis,2 resulting in sepsis.3

Dr. Weatherby performed four additional surgeries to control Mr. Schooley’s sepsis.

Mr. Schooley remained hospitalized in the intensive care unit until November 22, 2004, when he was

discharged to a rehabilitation center for wound care. Because of his ongoing sepsis, Mr. Schooley

was readmitted to San Angelo Community Hospital three times. In April 2005, a CT scan showed

that Mr. Schooley’s cancer had metastasized to his liver, but he was unable to start chemo-radiation

treatment until May 2005 because of his multiple complications and prolonged recovery after the

initial surgery. He passed away on June 11, 2006.

The Schooleys sued Dr. Weatherby, contending that Mr. Schooley experienced

significant pain, suffering, and mental anguish in the months after his initial surgery and that he

would have been able to start proper and timely cancer treatment if he had received the acceptable

standard of care preoperatively and postoperatively from Dr. Weatherby. In support of their

claim, the Schooleys timely served two experts’ reports. See id. § 74.351(a). The report from

Dr. Omar Barakat, a surgeon and liver disease specialist, was offered to address Dr. Weatherby’s

negligence with regard to his management of the splenic injury and his untimely detection and

management of the postoperative bleeding. The report from Dr. Stephen C. Cohen, a board-certified

oncologist, was offered to address the consequences of the delay in Mr. Schooley’s chemotherapy.

2 Anastomosis, in this context, is the union of blood vessels. See Webster’s Collegiate Dictionary 42 (10th ed. 2001). 3 Sepsis is a toxic condition resulting from the spread of bacteria or their products from a focus of infection. Id. at 1064.

3 Dr. Weatherby filed a motion seeking to dismiss only the Schooleys’ claim for

wrongful-death. He alleged that the reports of the Schooleys’ experts were inadequate, individually

and collectively, because they did not state how any breach of the standard of care by Dr. Weatherby

proximately caused Mr. Schooley’s death. See id. § 74.351(r)(6). Both reports, Dr. Weatherby

noted, lacked any reference to the proper causation standard: whether, by a preponderance of the

evidence, the negligent act or omission is shown to be a substantial factor in bringing about the harm,

and without which the harm would not have occurred. See IHS Cedars Treatment Ctr. of Desoto,

Tex., Inc. v. Mason, 143 S.W.3d 794, 799 (Tex. 2004).

Dr. Barakat’s report, in Dr. Weatherby’s view, was inconclusive because it stated

only that an oncologist thought that chemotherapy was necessary and that there was a delay, but it

did not set forth causation as to Mr. Schooley’s death.4 The Schooleys responded that Dr. Weatherby

did not challenge the causal link that Dr. Barakat’s report made between Dr. Weatherby’s breach of

the standard of care and Mr. Schooley’s postoperative complications before his death. They further

noted that Dr. Barakat did not offer an opinion about the causal significance of the delayed

4 Dr. Weatherby criticizes the following paragraph in Dr. Barakat’s report:

In reasonable medical probability, the splenic bleed which developed into a large intra-abdominal hematoma for 5 days resulted in the colonic leak, and consequently severe sepsis and then septic shock, multi-organ failure, prolonged hospitalization with attendant expense and extreme pain and suffering. All of these events caused many months of delay in Mr. Schooley receiving adjuvant chemo-radiation therapy that Dr. Rahman the oncologist felt he needed to complete his battle against advanced rectal cancer. A leak following a low anterior resection is a recognized complication. However, in reasonable medical probability, this colonic leak would have been avoided with proper management of the splenic tear and timely detection and management of postoperative bleeding when the hemoglobin and hematocrit dropped by 2 grams in one day.

4 chemotherapy because he is not an oncologist, but that the causation element was addressed in

Dr. Cohen’s report.

Dr. Cohen’s report, according to Dr. Weatherby, was conclusory because it opined

that Mr. Schooley had a cure rate of greater than 50% but did not contain facts establishing that at

the time of the alleged malpractice Mr. Schooley had a 50% or greater chance of recovery despite

his stage III cancer diagnosis.5 Recovery on a health care liability claim is barred when the

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