Jether Christian and Derek George v. Oceanwide America, Inc.

Court of Appeals of Texas·Decided December 31, 2020·No. 01-19-00557-CV·Published

Opinion

Opinion issued December 31, 2020

In The

Court of Appeals

For The

First District of Texas

not. Both appealed the judgment, raising evidentiary issues. Specifically, Christian contends the trial court abused its discretion in permitting an undesignated medical expert to testify about Christian’s medical condition. Both contend the trial court abused its discretion in denying their request to call Oceanwide America, Inc.’s corporate representative late in the trial.

We reverse in part and affirm in part.

Procedural Background and Witness Matters The barge incident occurred in 2015. Christian and George filed suit in 2015. Experts were designated in 2016. The two suits were consolidated in 2017. Expert designations were supplemented multiple times in 2018.

George and Christian each designated experts. Christian designated his treating orthopedic surgeon, Dr. Zoran Cupic, and a life care planner, Dr. Sasha Iversen, among others.

When the defendant entities designated experts, they did not elect to designate the same experts for both cases. On the issue of Christian’s medical condition, prognosis, and treatment, the defendants designated Dr. Vanderweide to “offer opinions and/or rebuttal opinions” related to Christian’s “claim of injuries to his neck, back, chest, hands and other parts of his body.” In addition, Vanderweide was designated to opine about Christian’s “claim for physical impairment and physical pain.”

On the issue of George’s medical condition, prognosis, and treatment, the defendants designated Dr. Edward C. Murphy. They disclosed that Murphy may testify regarding George’s “alleged back, neck and hip pain” that “allegedly resulted from the incident and may opine as to the cause of the spinal condition and the diagnosis, necessity, and reasonableness of surgical treatment to address those conditions.” Dr. Murphy was designated for George only: he was not designated as an expert in the Christian litigation.

At the consolidated jury trial, the defendants brought Murphy to testify live about George. They did not bring Vanderweide to testify live, instead choosing to read portions of Vanderweide’s deposition transcript discussing Christian.

The consolidated trial began in September 2018. Cupic testified during Christian’s case-in-chief on Thursday, September 13. He testified that he treated Christian a couple years earlier, Christian was not a candidate for surgery at that time, so his medical records did not reflect a need for surgery. Christian was not a candidate for surgery at the time of trial because conservative therapies were continuing to provide relief, but Cupic agreed with Iversen that Christian may need surgery in the distant future.

On Monday, September 17—four days later—the defendants raised for the first time calling Murphy—who was designated in the George litigation—to testify

as a rebuttal witness in the Christian litigation about Christian’s medical records and to opine whether Christian required back and neck surgery.

Defense counsel offered that the rebuttal testimony from the undisclosed witness was appropriate because Christian’s treating physician, Cupic, had just offered “surprise” testimony from the stand that “surgery is going to be required for Mr. Christian.”

Christian’s counsel pointed out that they had produced the expert report of the life care planner, Iversen, years earlier, the defendants were aware that there would be testimony that future surgeries were required to a reasonable degree of medical probability, and the defendants had designated an expert, Vanderweide, to testify, including in rebuttal, that such surgery would not be necessary.

Christian argued there was no basis for permitting testimony from an undisclosed witness because the topic of rebuttal testimony was reasonably anticipated and actually anticipated, Vanderweide was timely designated as an expert on that very topic, Vanderweide was a local physician who could be called live if the defendants chose, and there was no basis for permitting Murphy to testify in Vanderweide’s stead.

Defense counsel countered that they had not planned to call Vanderweide live and “he is not available to come here.” Defense counsel did not account for the four-day period between when Cupic had testified and when they first raised an

emergent need for rebuttal testimony from an undisclosed expert. They did not provide any insight into Vanderweide’s future availability, including whether Vanderweide might be available to testify live any of the remaining four days of trial, if not that particular day. Nor did they seek a continuance to permit Vanderweide to appear and testify in response to Cupic’s testimony the week before.

The trial court asked Christian’s counsel to articulate an objection to the testimony, counsel explained Christian’s position, and the trial court overruled the objection and permitted the testimony. This procedure suggests that the trial court burdened Christian with disproving good cause instead of requiring the defendants to meet their burden to establish good cause (or lack of unfair surprise or prejudice), as the law requires.1 After the trial court overruled Christian’s objection, defense counsel called Murphy to testify as an undisclosed rebuttal expert against Christian on Monday, September 17. Trial continued until that Friday, September 21, a full week after

Cupic testified. 1 When a party seeks to call an expert to testify who was not designated as an expert witness in the litigation, the burden is on the party seeking to offer that testimony to establish good cause for the failure to timely make, amend, or supplement the discovery response to include the undisclosed witness or that the failure to do so will not unfairly surprise or prejudice the other parties. Homeyer v. Farmer, No.

10-11-00009-CV, 2011 WL 6004338, at *9 (Tex. App.—Waco Nov. 23, 2011, no pet.) (mem. op.); Jurek v. Herauf, No. 14-07-00727-CV, 2009 WL 179204, at *3 (Tex. App.—Houston [14th Dist.] Jan. 27, 2009, no pet.) (mem. op.); see Tex. R.

Civ. P. 192.3(d), 193.6.

Murphy testified at length that the accident did not cause Christian’s herniations, that his nine documented herniations would simply “heal themselves,” and that Christian’s treating doctor, Cupic, was medically irresponsible.

The defense later called the designated expert, Vanderweide, by deposition as planned. In one excerpt, plaintiff’s counsel asked Vanderweide about the disparity between the large number of times he has testified by deposition and the minimal number of times he has testified live at trial. Vanderweide testified that the source of the disparity is that he “charge[s] an exorbitant amount of money to leave [his] office for the day,” specifically, “$10,000.” Plaintiff’s counsel then asked,

And instead of coming to the trial of this matter and sitting in front of the jury with all of us there in the courtroom, it is your choice here today to give a deposition at a lower rate than what it would be to go to the actual courtroom. Is that correct?

And he answered, I think that’s true, but I’m available.

Through his deposition testimony, which was read to the jury, Vanderweide opined that the barge incident caused Christian’s chest wall contusion but did not cause his herniations. Vanderweide acknowledged that Christian had multiple herniations but stated that surgery was not appropriate. He testified that he had read Iversen’s

report and, in his professional medical opinion, her medical conclusions had “no substantiation whatsoever.”

After all evidence was received and the parties closed, the jury found Oceanwide America and Gabriella USA liable for Christian’s injuries and awarded Christian just over $50,000 in past damages. The jury did not award him any future damages. The jury did not find any defendant liable for George’s injuries; instead, it found that George was 100 percent responsible for his injuries. The jury awarded no damages to George.

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Jether Christian and Derek George v. Oceanwide America, Inc., (Tex. Ct. App. 2020).

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