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.

Court of Appeals of Texas·Decided November 6, 2008·No. 03-07-00372-CV·Published

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.”

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.

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.

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 defendant’s negligence deprives the patient of only a 50% or less chance of survival. See Park Place Hosp. v. Milo, 909 S.W.2d 508, 511 (Tex. 1995); Kramer v. Lewisville Mem’l Hosp., 858 S.W.2d 397, 400 (Tex. 1993) (holding that Texas law does not recognize action for loss of chance of survival in medical malpractice cases). Dr. Weatherby argued that the report failed to state facts supporting Dr. Cohen’s conclusions that the delayed chemotherapy proximately caused the progression of Mr. Schooley’s cancer and his death and that Mr. Schooley’s death would not have occurred if the

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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).

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.) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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