J.K. & Susie L. Wadley Research Institute & Blood Bank v. Whittington

843 S.W.2d 77, 1992 WL 238123
CourtCourt of Appeals of Texas
DecidedSeptember 9, 1992
Docket05-92-01018-CV
StatusPublished
Cited by14 cases

This text of 843 S.W.2d 77 (J.K. & Susie L. Wadley Research Institute & Blood Bank v. Whittington) 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.

Bluebook
J.K. & Susie L. Wadley Research Institute & Blood Bank v. Whittington, 843 S.W.2d 77, 1992 WL 238123 (Tex. Ct. App. 1992).

Opinion

OPINION

LAGARDE, Justice.

Relator J.K. and Susie L. Wadley Research Institute and Blood Bank seeks a *79 writ of mandamus against respondent the Honorable Mark Whittington, Judge of the 160th District Court of Dallas County, Texas. Wadley argues that the trial court abused its discretion by compelling the production of certain documents and by not restricting the private investigative activities of the real parties in interest, the immediate family members of decedent Ruth Perkins. The 160th Court signed two orders on March 30, 1992, containing the discovery rulings about which Wadley complains. The court also, however, gave Wadley thirty days to produce the documents at issue and stayed the Perkins family from conducting any private investigation for thirty days. The thirty days ended on April 29. At about 4:15 p.m. on April 29, Wadley filed its motion for leave to file its petition for writ of mandamus and tendered the petition itself. We issued a temporary stay against any further discovery proceedings, to give us a chance to examine the petition. The next morning, on April 30, we summarily denied leave to file the petition for writ of mandamus with respect to some of the 160th Court’s discovery rulings 1 and, reserving ruling on the remainder of the motion for leave with respect to one discovery ruling by the 160th Court, we requested the Perkins family to respond. We have reviewed the response. For the reasons given below, we now deny the remainder of Wadley’s motion for leave and vacate the stay that we had earlier granted.

Background

In August 1984, a person to whom we shall refer as Mr. Donor donated some blood to Wadley. Subsequently, Ruth Perkins underwent hospital surgery and received a unit of Mr. Donor’s blood components. At about the same time, another unrelated patient, to whom we shall refer as Mr. Recipient, received another unit of Mr. Donor’s blood components. Perkins died on June 14,1991, of AIDS-related complications.

The Perkins family brought suit and, in the course of discovery, learned that Mr. Donor also had contracted AIDS. After protracted discovery battles and pursuant to a court order, Wadley produced a redacted copy of Mr. Donor’s death certificate. Wadley’s petition for writ of mandamus says that the redacted certificate omitted Mr. Donor’s real name and the name of the physician who signed the certificate, but it included the date of death, December 7, 1988, and the cause of death: “cardio respiratory [sic] failure as a consequence of auto immune deficiency syndrome.” After more discovery battles, the Perkins family sought to learn whether the physician who signed the death certificate was the treating physician for Mr. Donor during the terminal stages of Mr. Donor’s illness in late 1991. 2 The Perkins family announced its intention to depose the treating physician. Wadley argued, both to the 160th Court and to this Court in its petition for writ of mandamus, that the state of Mr. Donor’s health, some seven years after he gave the original donation in 1984, was irrelevant. The Perkins family also intended to search the Dallas County Public Records to obtain a complete copy of Mr. Donor’s death certificate. At some point — we are not told when, nor do we have a copy of the order — the 160th Court placed certain restrictions on the Perkins family’s counsel, prohibiting him from conducting a private investigation to determine Mr. Donor’s identity.

In the meantime, the Perkins family learned that Mr. Recipient also had contracted serious health problems. He was treated at Granville C. Morton Hospital, *80 which, at the time, was owned and operated by Wadley. The hospital is no longer in operation, but Wadley maintains its records. The Perkins family sought Morton Hospital’s records concerning Mr. Recipient’s treatment. Wadley filed a crossmotion for a protective order. Wadley argued that anything connected with Mr. Recipient’s medical treatment was irrelevant to whether Ruth Perkins contracted AIDS from Mr. Donor, because the original donation was given in 1984 and Mr. Donor reached the terminal stages of his illness in 1991. 3 But Mr. Donor never returned to Wadley after the 1984 donation, medical technology was not equipped to test for the presence of the HIV virus (the precursor to AIDS) in 1984, and therefore there was no proof of when Mr. Donor first became infected. The Perkins family countered that, if Mr. Recipient also had contracted AIDS after receiving Mr. Donor’s blood component, it would be at least information appearing reasonably calculated to lead to the discovery of admissible evidence.

The discovery hearings

The 160th Court conducted at least two hearings on the matter. Morton Hospital produced its custodian of records, Earl Greathouse, who testified as follows:

Q. At the time the records in question — at the time the records in question were prepared, was the Morton Hospital one of several separate distinct entities that made up the J.K. and Susie L. Wad-ley Research Institute and Blood Bank?
A. Yes, they were.
Q. Mr. Greathouse, I’m handing you what has been marked as [Wadley’s] Exhibit Number A. Is this the notice of intention to take deposition upon written questions that you received asking Morton to produce medical records in this case?
A. Yes, I believe it is.
Q. And have you had an opportunity to inquire as to what would be involved, Mr. Greathouse, in the production of these records?
A. Yes, I have.
******
Q. Okay. Now as it relates to the records at Morton Hospital for that donor, can you describe to the Court how those records are housed?
A. They’re in deep storage in a warehouse. They are on microfilm and they, along with all the medical records for Morton Hospital, are so stored.
Q. Have you made a cursory review of those documents?
A. Yes. The clerk I have employed has located at least one film strip, and by count and by number of feet, we determined that this record would probably be in excess of a thousand pages. At the end of that tape there was a note “see next volume,” and we as yet have not located that second volume.
******
Q. Do you have any way of estimating approximately how long, it would take you to get all of those records out of storage?
A. Again, it would be hard to guess at this point in time. Based on some other records, it would be in the weeks area. I could not tell you exactly because I don’t — we have not located the next volume, and it could also say “see the next volume.” That I haven’t found yet, so I don’t know how long this might take, but it would be in weeks, two or more.
******
Q. Have you made a determination, Mr.

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Cite This Page — Counsel Stack

Bluebook (online)
843 S.W.2d 77, 1992 WL 238123, Counsel Stack Legal Research, https://law.counselstack.com/opinion/jk-susie-l-wadley-research-institute-blood-bank-v-whittington-texapp-1992.