RENDERED: JUNE 12, 2026; 10:00 A.M. NOT TO BE PUBLISHED
Commonwealth of Kentucky Court of Appeals
NO. 2025-CA-0822-MR
ESTATE OF MATTHEW A. GADD, BY NANCY GADD, EXECUTRIX APPELLANT
APPEAL FROM BOONE CIRCUIT COURT v. HONORABLE RICHARD A. BRUEGGEMANN, JUDGE ACTION NO. 21-CI-01202
JASIAH A. TANNER AND KENTUCKY FARM BUREAU MUTUAL INSURANCE COMPANY APPELLEES
OPINION AFFIRMING
** ** ** ** **
BEFORE: ECKERLE, A. JONES, AND L. JONES, JUDGES.
ECKERLE, JUDGE: This matter arose from an automobile accident between
Matthew A. Gadd (“Gadd”) and Appellee, Jasiah A. Tanner (“Tanner”). Although
Gadd originated the suit as Plaintiff, Appellant, the Estate of Matthew A. Gadd by
Nancy Gadd, Executrix (“the Estate”), substituted Gadd as the party-Plaintiff following his death due to an unrelated cancer. The Estate appeals from the Boone
Circuit Court’s Judgment on Directed Verdict issued on June 18, 2025, and the
Court’s Order on Motion for Costs dated August 4, 2025 (collectively, “Orders”).
The Estate, having failed to present a prima facie case for negligence, and Tanner,
being entitled to costs as the successful party, we affirm.
Factual and Procedural Background
Approximately five years ago, on May 26, 2021, Gadd and Tanner
were involved in an automobile accident at the intersection of Old Union Road and
Orleans Boulevard in Florence, Kentucky. Tanner, who was 16 years of age and
driving on a temporary learner’s permit, stopped at a stop sign before turning left
from Orleans Boulevard on to Old Union Road. Tanner’s mother, Sarah, was a
passenger. Gadd was traveling south on Old Union Road when his and Tanner’s
vehicles crashed. Apparently, police were called to the scene, and an officer issued
a Kentucky Uniform Police Traffic Collision report, dated May 26, 2021, which
was not addressed at trial (and would not generally have been admissible). No
airbags deployed; no party required medical treatment; and both parties drove
away from the incident.
On the following day, May 27, 2021, Gadd visited St. Elizabeth
Hospital’s emergency room (“ER”) for lumbar strain. After prescription pain
medication, iced treatment, and rest at home did not relieve his pain, on June 17,
-2- 2021, Gadd saw an orthopedist, who ordered an x-ray of his back and directed him
to follow-up with his practice, Beacon Orthopaedics and Sports Medicine
(“Beacon”). Although he waited one month for the scheduled appointment, Gadd
did return to the ER for continued back pain during that time.
On July 17, 2021, Gadd saw Dr. David Sower (“Sower”) at Beacon.
Relying almost exclusively on Gadd’s patient history and self-reported back and
leg pain symptoms, Sower diagnosed Gadd with a lumbar injury and radiculopathy
resulting from a herniated disc after the accident. Deposition (“Depo.”), Sower at
10. Sower treated Gadd with medication, therapeutic exercises, and an epidural
injection for pain. Depo., Sower at 7. On August 6, 2021, Gadd received an MRI,
which revealed lesions on his spine. Following this medical revelation, Gadd
underwent a bone scan, and on August 26, 2021, was diagnosed with metastatic
lung cancer that had spread to the bones in his back, hips, and femur. Tragically,
despite subsequent oncology treatment, radiation, and surgery, Gadd died on
December 31, 2021. His cause of death, confirmed by his widow at trial, was
stage-four lung cancer. Video Record (“VR”), 6/12/2025, at 1:40:30.
On August 6, 2021, only weeks prior to his diagnosis, Gadd filed his
negligence suit against Tanner and Appellee, Kentucky Farm Bureau Mutual
Insurance Company (“KFB”), where Tanner held a policy for underinsured
benefits (“UIB”). Trial Record (“TR”) at 1-5. Gadd alleged that he sustained
-3- damages that exceeded the policy limits, entitling him to statutory UIB and excess
damages exceeding the jurisdictional minimum. TR at 4. On May 3, 2022, the
Trial Court issued an order substituting the Estate as party-Plaintiff. TR at 22.
Discovery ensued, including depositions of Sower, Tanner, and Tanner’s expert
witnesses.1
On February 22, 2024, the Trial Court issued an Order bifurcating
Gadd’s underinsured motorist (“UIM”) claim against KFB from the trial, which
commenced on June 12, 2025. The Estate called the following witnesses: Nancy
Gadd, Executrix of the Estate and widow of Gadd; Martha Gadd, Gadd’s mother;
and Joe Lonnemann and Dennis Fabiani, Gadd’s brothers-in-law. By agreement of
the parties, the Estate also presented the video deposition of Sower and read into
the record the deposition testimony of Matt Andrews, Gadd’s employer. Gadd’s
widow testified that Gadd’s car, a 2011 Toyota Camry, was totaled after the
accident but did not produce an estimate of the damages or comparative value.
VR, 6/12/2025, at 12:35:50 and 1:23:00. She and the other listed family members
testified regarding Gadd’s level of activity prior to and after the accident and
described their observations of his pain. However, Gadd’s employer’s deposition
testimony, as well as his family’s testimony, confirmed that Gadd reported to work
1 Tanner did not call either of his two expert witnesses at trial, and he did not introduce their depositions. Similarly, Tanner’s response to interrogatories was not introduced at trial. Therefore, these records are not included in the TR on appeal.
-4- regularly with no loss of pay or medical leave between the date of the accident in
May until his cancer diagnosis in late August. Sower’s video deposition presented
his diagnosis of Gadd’s lumbar radiculopathy caused by a herniated disc and
subsequent treatment before Gadd’s cancer diagnosis. VR at 2:44-3:16.
After the presentation of Sower’s video deposition, the Trial Court
conducted a bench conference, during which it asked the Estate if it had any
additional witnesses and asked for a summary of Tanner’s anticipated witnesses.
VR at 3:16-3:19. Upon returning on the record, the Trial Court asked, “Plaintiff,
do you have any additional witnesses you wish to call?” VR at 3:19:50. Counsel
for the Estate stated, “I do not, your honor.” Id. With that response, the Trial
Court addressed the jury, stating the following: “That means plaintiff has rested its
case.” VR at 3:19:55. The Estate did not object or contradict the Trial Court’s
statement. The Trial Court released the jury for the day.
After the jury’s departure, Tanner moved for a directed verdict
pursuant to Kentucky Rule of Civil Procedure (“CR”) 50.01, arguing that the
Estate had failed to present a prima facie case of negligence. VR at 3:22:25-
3:24:20. Specifically, Tanner argued that, in the absence of evidence of duty or
breach, the Estate had failed to meet its burden of proof, and the Trial Court was
required to declare a directed verdict. Id. In response, the Estate communicated
that there may have been a misunderstanding, but that it should not be expected to
-5- “officially rest” until after Tanner and her mother had testified. VR at 3:24:20-37.
Further, while conceding that Tanner and her mother were its only “liability”
witnesses, the Estate contended that they were not under its control, and the Estate
had planned to obtain their testimony after the witnesses were called by Tanner.
VR at 3:25-3:29. Tanner responded that she did not bear the burden of proof and,
pursuant to the rules of trial procedure, the Estate should not have the ability to
present affirmative evidence to the jury after it rested its case. VR at 3:24-3:25.
The Trial Court communicated that it understood that the Estate had clearly rested
its case and was inclined to grant the motion for directed verdict. However, the
Court gave the Estate until the following day to research the law and present
further arguments.
On June 13, 2025 (which was to be the second day of trial), the Estate
presented caselaw purporting to allow a Trial Court to reopen a plaintiff’s case
provided that it does not cause undue surprise or prejudice to a defendant. VR,
6/13/2025, at 8:06:20-30. The Estate argued that, because it identified Tanner as
its liability witness in an email to her counsel, there was no surprise or prejudice.
VR at 8:06:54. Finally, it lamented that if the Trial Court did not reopen the case,
the Estate and executrix, Gadd’s widow, would not have “her day in Court.” VR at
8:07. Tanner disputed the Estate’s arguments and caselaw, contending that CR
43.02 clearly sets the order of procedure for the trial and that, after Plaintiff rested
-6- its case without meeting its burden of proof, upon a motion pursuant to CR 50.02,
the Trial Court was compelled to award a directed verdict. VR at 8:19-20.
After hearing arguments from the parties, the Trial Court observed
that, in addition to not meeting its burden to present evidence of duty or breach, the
Estate had also tendered failing jury instructions, which did not establish any
questions or queries concerning Tanner’s liability. VR at 8:21-35. Thus, the Trial
Court stated that the Estate’s omissions were suggestive of “a feature and not a
gaffe.” VR at 8:21:40. Further, the Court addressed sua sponte the Estate’s failure
to meet the statutory minimum of $1,000 in medical expenses or proof of a
permanent impairment. VR at 8:22:20. The Trial Court found that, even if it were
to reopen its case, the Estate did not establish a prima facie case of negligence and
could not, as a matter of law, meet a “threshold verdict.” VR at 8:22-8:24.
Therefore, the Trial Court granted Tanner’s motion for directed verdict and denied
the Estate’s motion to reopen its case. VR at 8:24:50.
Five days later, on June 18, 2025, the Trial Court memorialized its
prior oral decision by written Order granting a directed verdict in Tanner’s favor.
Thereafter, pursuant to CR 54.04, the Trial Court awarded Tanner her reasonable
costs totaling $3,917.13. The Estate appeals from both Orders.
-7- Analysis
I. Reopening the Case
The Estate focuses its appeal primarily on the Trial Court’s denial of
its request to reopen its case and allow it to present additional evidence. The
“order of presentation of proof during a trial” is governed by CR 43.02. Fraser v.
Miller, 427 S.W.3d 182, 184 (Ky. 2014). Our Supreme Court has summarized the
application of CR 43.02 as follows:
The rule makes clear that the party with the burden of proof must first produce evidence and should “exhaust his evidence before the other begins.” CR 43.02(c). The rule further permits the trial court to allow the parties to rebut evidence “for good reasons in furtherance of justice.” CR 43.02(d). It is within the sound discretion of the trial court to regulate the order of presentation of proof during a trial. Commonwealth, Dept. of Highways v. Ochsner, 392 S.W.2d 446, 448 (Ky. 1965). The test to determine if the trial court abused its discretion is to ask whether its decision was “arbitrary, unreasonable, unfair, or unsupported by sound legal principles.” Commonwealth v. English, 993 S.W.2d 941, 945 (Ky. 1999).
Id. Accordingly, we review for abuse of discretion the Trial Court’s denial of the
Estate’s request to reopen its case. Id.; see also Logan v. Logan, 432 S.W.2d 34,
35–36 (Ky. 1968).
The Estate advances two complaints for its assertion that the Trial
Court abused its discretion. First, the Estate argues that it did not intend to rest its
-8- case-in-chief. We note that the video record clearly refutes this claim. The Trial
Court respectfully disabused the Estate of the notion that it somehow
misunderstood the Estate’s intention. The Estate very plainly advised the Trial
Court at the bench and again on the record that it had no additional witnesses to
call. Similarly, given the opportunity to object to the Trial Court’s statement that it
had rested its case, the Estate failed to do so. Finally, when Tanner initiated her
motion for a directed verdict, the Estate made no initial objection to the order of
procedure. Given that a party may only move “for a directed verdict at the close of
the evidence offered by an opponent[,] . . . the party opposing the motion for
directed verdict [has] an opportunity to present its proof prior to being foreclosed
from doing such.” Holland v. United Servs. Auto. Ass’n, 707 S.W.3d 541, 551
(Ky. App. 2025) (citing CR 50.01). Had the Estate intended to call additional
witnesses – such as Tanner herself whom the Estate had identified in an email as a
liability witness – or otherwise introduce supplemental evidence, including its own
deposition of Tanner, it should have taken this opportunity before, not after,
Tanner showed her hand by clearly articulating and setting out her very specific
grounds for a directed verdict. Thus, we affirm the Circuit Court’s finding that the
Estate had indeed rested its case.
Second, the Estate argues that, if it were determined that it rested its
case, the Trial Court abused its discretion by failing to allow it to reopen its case to
-9- cure the defects on which Tanner relied as grounds for her motion. Specifically,
those grounds were that the Estate failed to introduce any evidence that Tanner
owed Gadd a duty of care or that she breached such a duty. And, as the Trial Court
observed, the Estate’s neglecting to offer such questions in their proposed jury
instructions demonstrated that this failure was not a mistake, but rather a central
“feature” at the heart of the Estate’s case. VR, 6/13/2025, at 8:21:40. In spite of
this failure and without citing the proper rule of procedure, the Estate essentially
argues that the Trial Court should have permitted it to offer additional evidence-in-
chief “for good reasons in furtherance of justice.” CR 43.02(d). Instead, the Estate
cites a series of antiquated cases that clearly pre-date Kentucky’s Rules of Civil
Procedure.
For example, in Louisville & N.R. Co. v. Jolly’s Adm’x, a Trial Court
granted an estate administrator’s motion to reopen the case to introduce additional
evidence “after an argument had been addressed to the jury[.]” 232 Ky. 702, 23
S.W.2d 564, 567 (1930). Kentucky’s Court of Appeals held that: “[t]he whole
matter of reopening a case for further testimony rests in the discretion of the trial
court . . . and [t]hat discretion is a judicial, not an arbitrary one, and this court will
not interfere with its exercise unless it is palpably abused.” Id. at 573–74 (citations
omitted). The Court found that the plaintiff’s presentation of additional evidence
“caused no material delay, and the facts brought into the record were known in
-10- advance to the defendant . . . [and] constituted no surprise and possibly prevented
the necessity of another trial of the case.” Id. at 573. Similarly, in Insko v.
Cummins, a contributory negligence case involving an automobile accident, the
Court of Appeals held that “it was within the sound discretion of the trial court to
permit the introduction of the additional witness even after the [plaintiffs] had
closed their case.” 423 S.W.2d 261, 264 (Ky. 1968). Far from aiding the Estate
here, however, both cases simply hold that whether to allow reopening of a party’s
case-in-chief, rather than to confine it to rebuttal evidence, falls squarely within the
discretion of the Trial Court as CR 43.02 now provides.2
After the adoption of CR 43.02, the Kentucky Supreme Court has held
that, if an appellant “had ample opportunity to introduce” evidence during its case-
in-chief, a motion to reopen to “correct [its] failures . . . should not be permitted
except in extraordinary cases to prevent a manifest injustice.” Logan, 432 S.W.2d
at 35–36. Moreover, in the case sub judice, the Estate sought to introduce
additional evidence to cure the defects in its case only after Tanner clearly and
specifically pointed out those failings. Allowing a party to reopen its case-in-chief
under these circumstances would upend the “orderly” conduct of litigation and the
2 One of the other cases that the Estate cites is Prather v. Naylor’s Adm’r, 40 Ky. 244, 244 (1841), which is not only an older judicial decision but is clearly outdated, ill‑fitting, and no longer relevant to our modern jurisprudence. Specifically, its facts relate to Kentucky’s history of slavery, under which the legal conflict concerned the ownership and transfer of a human being trapped in bondage.
-11- principle of fair play that ensures equitable legal proceedings for all parties. Id. at
35. Therefore, we hold that the Trial Court, which awarded the Estate extra time to
research the issue and make its arguments, did not abuse its discretion in denying
the Estate’s request to reopen its case to call Tanner or her mother as principal
witnesses or otherwise to present additional evidence.
II. Directed Verdict
Next, we consider whether the Trial Court erred in granting Tanner’s
motion for a directed verdict. This Court explained the appropriate standard of
review for a directed verdict in Daniels v. CDB Bell, L.L.C., in which we stated:
When a directed verdict is appealed, the standard of review on appeal consists of two prongs. The prongs are: “a trial judge cannot enter a directed verdict unless there is a complete absence of proof on a material issue or if no disputed issues of fact exist upon which reasonable minds could differ.” Bierman v. Klapheke, 967 S.W.2d 16, 18–19 (Ky. 1998). “A motion for directed verdict admits the truth of all evidence which is favorable to the party against whom the motion is made.” National Collegiate Athletic Ass’n By and Through Bellarmine College v. Hornung, 754 S.W.2d 855, 860 (Ky. 1988), citing Kentucky & Indiana Terminal R. Co. v. Cantrell, 298 Ky. 743, 184 S.W.2d 111 (1944).
300 S.W.3d 204, 215 (Ky. App. 2009). In conducting its review, an appellate court
“must ascribe to the evidence all reasonable inferences and deductions which
support the claim of the prevailing party.” Bierman, 967 S.W. 2d at 18 (citing
Meyers v. Chapman Printing, Inc., 840 S.W.2d 814 (Ky. 1992)). Put another way,
-12- “a reviewing court cannot substitute its judgment for that of the trial judge unless
the trial judge was completely erroneous.” Davis v. Graviss, 672 S.W.2d 928 (Ky.
1984), overruled on other grounds by Savage v. Three Rivers Medical Center, 390
S.W.3d 104 (Ky. 2012).
“It is well-argued and documented that a motion for a directed verdict
raises only questions of law as to whether there is any evidence to support a
verdict.” Gibbs v. Wickersham, 133 S.W.3d 494, 496 (Ky. App. 2004) (citing
Harris v. Cozatt, Inc., 427 S.W.2d 574, 575 (Ky. 1968)). Further, our
jurisprudence provides that “[w]hile it is the jury’s province to weigh evidence, the
court will direct a verdict where there is no evidence of probative value to support
the opposite result[,] and the jury may not be permitted to reach a verdict based on
mere speculation or conjecture.” Id. (citing Wiser Oil Co. v. Conley, 380 S.W.2d
217, 219 (Ky. 1964)).
In this case, the Estate was required to carry the burden, as a matter of
law, to produce evidence of the mandatory elements for the tort of negligence:
“(1) a legally-cognizable duty, (2) a breach of that duty, (3) causation linking the
breach to an injury, and (4) damages.” Patton v. Bickford, 529 S.W.3d 717, 729
(Ky. 2016) (citing Pathways, Inc., v. Hammons, 113 S.W.3d 85, 88 (Ky. 2003) and
Mullins v. Commonwealth Life Insurance Co., 839 S.W.2d 245, 247 (Ky. 1992)).
Therefore, “[t]he issue before the trial court at the close of appellant’s case was
-13- whether or not appellant sustained [its] burden of proving [its] claim by at least a
scintilla of probative evidence capable of inducing conviction in reasonable
minds.” Wyant v. SCM Corp., 692 S.W.2d 814, 816 (Ky. App. 1985) (citing James
v. England, 349 S.W.2d 359 (Ky. 1961)).
As Tanner pointedly states in her brief, the Estate presented “[n]o
single piece of evidence . . . as to how the accident occurred, nor any evidence that
Tanner breached any duty owed to [Gadd].” Appellant’s Brief at 1. The Estate
admitted that it intended to wait until after it closed its case to question Tanner,
presumably on cross-examination, and make her its “liability witness.” VR,
6/13/2025, at 8:06-8:07. However, while it had every opportunity to call Tanner,
who was in the courtroom during the entirety of the Estate’s case-in-chief, it
simply chose not to do so. As this Court has observed:
“Kentucky does not recognize a general ‘universal duty of care’ that goes ‘beyond the most general expression of negligence theory.’” New Albany Main Street Properties, LLC v. Stratton, 677 S.W.3d 345, 351 (Ky. 2023) (quoting Jenkins v. Best, 250 S.W.3d 680, 691 (Ky. App. 2007)). Ordinary care is defined as “such care as a reasonably prudent person would exercise under the circumstances.” Wright v. House of Imports, Inc., 381 S.W.3d 209, 213 (Ky. 2012) (quoting Slusher v. Brown, 323 S.W.2d 870, 872 (Ky. 1959)). Moreover, while the duty may be labeled “universal,” it is not without bounds. See T&M Jewelry, Inc. v. Hicks ex rel. Hicks, 189 S.W.3d 526, 531 (Ky. 2006).
-14- Lhotsky as Next Friend for Lhotsky v. Sutcliffe, 723 S.W.3d 842, 851 (Ky. App.
2025). Without presenting any facts concerning the automobile accident, which
was the very subject of the negligence suit, the Estate provided absolutely no
evidence upon which the Trial Court could assess what, if any, legally-cognizable
duty Tanner may have owed to Gadd to address one of the required elements.
Patton, 529 S.W.3d at 729.
Perhaps more significantly and shockingly, the Estate offered no
evidence whatsoever regarding the other requisite elements of whether Tanner
breached this undefined duty or whether her actions could be causally linked to
Gadd’s injuries. At best, and drawing upon all inferences in its favor, the Estate
presented Sower’s opinion that Gadd’s back pain and radiculopathy “[were]
brought on by the automobile accident.” Depo. Sower, at 10, 16. However, that
general evidence does not indicate that Tanner was liable for the accident.
Moreover, Sower based his opinion solely on Gadd’s patient history and x-rays
taken roughly two months after the accident. Without evidence of what occurred
leading up to the collision and immediately thereafter, “any jury conclusion would
have been speculative or conjectural[.]” Gibbs, 133 S.W.3d at 496. Being
presented with no evidence of what occurred during the accident, “a reasonable
jury could only conclude that [Tanner – as the party without a burden of proof] was
entitled to a verdict.” Holland, 707 S.W.3d at 550 (citing Buchholtz v. Dugan, 977
-15- S.W.2d 24, 26 (Ky. App. 1998)). Finally, as the Trial Court properly held, the
Estate failed to establish by medical records or expert testimony the threshold
medical expenses required by Kentucky law.3 Therefore, “it [was] appropriate for
[Tanner] to seek a directed verdict based on the failure to prove a single element of
the whole.” Holland, 707 S.W.3d at 551.
In light of the complete absence of proof of duty or breach and very
limited evidence of causation despite several missed opportunities to do so, and as
the Estate failed to establish threshold medical expenses, we find that there were
no disputed issues of material fact on which reasonable minds could differ.
Therefore, the Estate did not meet its burden to prove prima facie its claim of
negligence, and the Trial Court properly granted a directed verdict.
3 Kentucky Revised Statute (“KRS”) 304.39-060(1)(b) provides that: “In any action of tort brought against the owner, registrant, operator or occupant of a motor vehicle with respect to which security has been provided as required in this subtitle, or against any person or organization legally responsible for his or her acts or omissions, a plaintiff may recover damages in tort for pain, suffering, mental anguish and inconvenience because of bodily injury, sickness or disease arising out of the ownership, maintenance, operation or use of such motor vehicle only in the event that the benefits which are payable for such injury as “medical expense” or which would be payable but for any exclusion or deductible authorized by this subtitle exceed one thousand dollars ($1,000), or the injury or disease consists in whole or in part of permanent disfigurement, a fracture to a bone, a compound, comminuted, displaced or compressed fracture, loss of a body member, permanent injury within reasonable medical probability, permanent loss of bodily function or death. Any person who is entitled to receive free medical and surgical benefits shall be deemed in compliance with the requirements of this subsection upon a showing that the medical treatment received has an equivalent value of at least one thousand dollars ($1,000).”
-16- III. Award of Costs
Finally, the Estate disputes the Trial Court’s award of costs to Tanner
in the amount of $3,917. Prior to the jury trial and pursuant to CR 68, Tanner
made an offer of judgment, which the Estate rejected. After the Trial Court issued
the directed verdict, Tanner sought reimbursement of her costs under CR 68 and
54. In her motion for recovery of these costs, she included $3,570 in fees paid to
her medical expert, Arthur Lee, M.D., and notified the Trial Court that she would
later submit for reimbursement the fees paid to her engineering expert, Tyler
Kress. TR at 249-50. Although not detailed in its written Order, the Trial Court
awarded a sum that did not include Tanner’s expert witness fees but awarded the
remaining balance of $3,917.
The Estate takes exception with certain itemized expenses, which it
argues are not specifically authorized for reimbursement under CR 54.
Specifically, it disputes the costs for a medical canvass, death certificate, litigation
support services, and an expedited transcript of the Trial Court’s hearing on
Tanner’s motion for directed verdict. It also claims that Tanner’s invoices for
deposition transcripts did not distinguish between the original and certified copies
and should be reduced by one-third.
CR 68(3) provides that, when a party makes a valid offer of judgment
and “the judgment finally obtained by the offeree is not more favorable than the
-17- offer, the offeree must pay the costs incurred after the making of the offer.” CR
54.04(1) lists the types of costs and the criteria for recovery and provides that a
prevailing party is entitled to costs “unless the court otherwise directs.” Costs
subject to award may include:
[F]iling fees, fees incident to service of process and summoning of witnesses, jury fees, warning order attorney, and guardian ad litem fees, costs of the originals of any depositions (whether taken stenographically or by other than stenographic means), fees for extraordinary services ordered to be paid by the court, and such other costs as are ordinarily recoverable by the successful party.
CR 54.04(2). “‘Significant discretion is clearly afforded the trial judge under the
plain language of this rule[,]’ and we review the Trial Court’s ruling on costs for
an abuse of discretion.” Hamilton v. P.B. Stratton Fam. P’ship, L.L.C., 709
S.W.3d 287, 319 (Ky. App. 2024), review denied (Apr. 16, 2025) (quoting Lewis v.
Charolais Corp., 19 S.W.3d 671, 677 (Ky. App. 1999)).
This Court has previously opined that “[c]ase expenses should be
treated like attorney fees; that is, statutory authority must be given in order to
allocate such costs.” Shelter Mut. Ins. Co. v. McCarthy, 896 S.W.2d 17, 19 (Ky.
App. 1995). Specifically, “[f]ees paid by a party to expert witnesses are not
recoverable as part of the cost of the action, unless specifically authorized by
statute.” Brookshire v. Lavigne, 713 S.W.2d 481, 481 (Ky. App. 1986) (quoting 20
-18- AM. JUR.2D Costs § 65 (1965)). Without specific statutory authority, Tanner’s
costs were limited to those recoverable under CR 54.04. Accordingly, the Trial
Court properly disallowed recovery of Tanner’s expert witness fees.
Regarding depositions, the invoices that Tanner submitted appear to
bill one lump sum for the original and one certified copy, and no additional copies
or alternate formats are billed. The expedited transcript Tanner sought directly
related to the hearing on the motion for a directed verdict, during which the Estate
disputed that it had closed its case. The remainder of the costs appear incident to
the jury trial presentation, which are “ordinarily recoverable by the successful
party” under CR 54.04 and specifically permitted under CR 68(3). Therefore,
having reviewed the Trial Court’s assignment of costs, we hold that there was no
abuse of discretion.
Conclusion
For the foregoing reasons, the Orders of the Boone Circuit Court
issuing a directed verdict and awarding costs are hereby AFFIRMED.
ALL CONCUR.
-19- BRIEF FOR APPELLANT: BRIEF FOR APPELLEE JASIAH TANNER: Larry Hicks Edgewood, Kentucky John M. Dunn Bryce A. Madden Ft. Mitchell, Kentucky
-20-