Marshall v. Taylor-Wharton Co.

599 N.E.2d 1015, 234 Ill. App. 3d 596, 175 Ill. Dec. 1, 1992 Ill. App. LEXIS 1080, 1992 WL 152256
CourtAppellate Court of Illinois
DecidedJune 30, 1992
Docket1-90-0210
StatusPublished
Cited by11 cases

This text of 599 N.E.2d 1015 (Marshall v. Taylor-Wharton Co.) is published on Counsel Stack Legal Research, covering Appellate Court of Illinois primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Marshall v. Taylor-Wharton Co., 599 N.E.2d 1015, 234 Ill. App. 3d 596, 175 Ill. Dec. 1, 1992 Ill. App. LEXIS 1080, 1992 WL 152256 (Ill. Ct. App. 1992).

Opinions

JUSTICE LORENZ

delivered the opinion of the court:

Plaintiff, Ronald Marshall, filed suit alleging that defendant, Taylor-Wharton Company, defectively manufactured and designed a tractor-trailer which rolled over causing plaintiff severe injuries. After trial, the jury awarded plaintiff an $8.2 million verdict. Defendant appealed. We consider: (1) whether, in light of Supreme Court Rule 220(b) (134 Ill. 2d R. 220(b)), the trial court erred denying defendant’s motion to continue the trial date to at least 60 days after defendant completed the discovery of plaintiff’s last-minute substitute expert; and (2) whether, in light of Supreme Court Rule 220(d) (134 Ill. 2d R. 220(d)), the testimony of plaintiff’s expert at trial went beyond the fair scope of the facts known or opinions disclosed during the discovery proceedings.

We reverse and remand for a new trial.

Relevant to our disposition are the following facts as disclosed by the record. On September 12, 1978, plaintiff sustained injuries while driving a tractor-trailer truck owned by his employer, Chemtron, Inc. The trailer portion of the truck contained 66 tubes used to transport hydrogen gas. The tubes were 24 feet long, spaced apart with special pads, and were connected to bulkheads protruding from plates connected to the end walls of the trailer.

While in the midst of a left turn at an intersection, plaintiff swerved to avoid an ambulance which approached from behind. The trailer rolled over dragging the tractor with it. The accident rendered the plaintiff a quadriplegic.

On August 18, 1980, plaintiff filed his complaint naming as defendants: Taylor-Wharton Company, the manufacturer of the trailer; International Harvester Company, the manufacturer of the truck; and Hickey-Vandenberg Ambulance, Inc., the ambulance company that arrived on the scene. Taylor-Wharton and Hickey-Vandenberg joined Chemtron as a third-party defendant. Plaintiff settled with HickeyVandenberg and International Harvester prior to trial. Chemtron was dismissed pursuant to an agreement concerning workers’ compensation.

Plaintiff’s case did not go to trial until July 11, 1989, nine years after the complaint was filed. The progress of the case was typified by the following. On December 17, 1984, the court ordered that all discovery be closed on April 11, 1985. On October 25, 1985, the court assigned the case for pretrial hearings. Pretrial hearings were then scheduled and continued on three separate occasions. On February 24, 1987, the court ordered that the case be returned to the trial call. On October 27, 1987, plaintiff filed a motion to advance the case to trial. That motion was transferred and then continued to December 18, 1987. On April 18, 1989, the court entered an order assigning the case for trial to Judge Levin. On that same day, plaintiff moved for a change of venue and two days later the case was assigned to Presiding Judge Cawley.

Also on April 18, 1989, plaintiff notified defendant by letter that his expert witness, Dr. Jack Clemens, would be unable to testify because of an eye ailment. The record reflects that plaintiff had disclosed Dr. Clemens in 1987 and defendant had deposed Dr. Clemens first on February 27, 1989, and again on April 10, 1989, just 10 days prior to the receipt of plaintiff’s letter. Neither Dr. Clemens nor plaintiff’s counsel mentioned the eye ailment at the depositions. At any rate, in early May, plaintiff retained Dr. Ronald Ruhl, a consulting engineer and adjunct professor at the University of Illinois, as a substitute expert. Dr. Ruhl began working on the case on May 24 after receiving Dr. Clemens’ file.

On May 23 defendant moved the court to bar the testimony of Dr. Ruhl pursuant to Supreme Court Rule 220(b) (134 Ill. 2d R. 220(b)). This hearing was not transcribed. The court denied the motion and ordered the following: that Dr. Ruhl be presented for deposition within two weeks; that defendant answer plaintiff’s Rule 220 interrogatories and supplemental production request within seven days of the taking of the deposition; and that defendant produce its own expert, Dr. Uzgiris, for Dr. Ruhl within three days thereafter. Trial was tentatively set for June 12.

Defendant proceeded to depose Dr. Ruhl twice, first on June 8 and again on June 22. Defendant’s expert, Dr. Uzgiris, was in attendance during both depositions. Dr. Ruhl had reviewed all of Dr. Clemens’ work and read plaintiff’s deposition testimony prior to the depositions.

At the June 8 deposition, Dr. Ruhl testified that he had not yet made his own calculations or measurements. He based his testimony on the deposition testimony of plaintiff and on information given to him by plaintiff's counsel. Dr. Ruhl remarked that plaintiff’s deposition testimony provided “very reasonable numbers.” It was Dr. Ruhl’s opinion that the “torsional rigidity” and the “tube banding system” of the trailer caused the trailer to be unreasonably dangerous. At the end of the deposition, plaintiff’s counsel stated, “just for the record, Dr. Ruhl has indicated he would like to do certain things, and we are going to ask him to do whatever he’d like to do. So at some point when he finishes his calculations we will let you know that and go further.” Three days later, defendant received 26 pages of Dr. Ruhl’s calculations.

Before Dr. Ruhl’s (second) June 22 deposition, the parties convened for several hearings before the court. On June 14 plaintiff argued numerous motions in limine. Plaintiff moved to bar, in part, evidence that defendant had not already produced pursuant to plaintiff’s supplemental discovery requests. Plaintiff argued that discovery had been going on for several years and that any new evidence that defendant might produce would constitute unfair surprise to plaintiff.

Also on June 14 defendant filed (but did not argue) a memorandum in support of its May 23 motion to bar the testimony of Dr. Ruhl pursuant to Rule 220. The memorandum stated that after reviewing Dr. Ruhl’s deposition and the 26 pages of calculations there was evidence of a substantial shift in the theories between Dr. Ruhl and Dr. Clemens. In fact, Dr. Ruhl had criticized portions of Dr. Clemens’ theory. Defendant argued that Dr. Clemens’ eye ailment was “merely a pretext to allow plaintiff the opportunity to create a new theory of liability on the eve of trial.”

On the following Monday, June 16, the court held a hearing in which the parties and the court argued extensively over the merits of defendant’s motion to bar Dr. Ruhl. First, plaintiff produced Dr. Clemens to testify about the legitimacy of his eye ailment. Dr. Clemens testified that he had numerous operations on both of his eyes “some years back” and at subsequent intervals “had completely lost vision in both eyes.” His eye problems had persisted. He would likely have additional operations in the future. If Dr. Clemens testified at trial, he believed he would have great difficulty reading from the necessary documents.

Defendant did not cross-examine Dr. Clemens. Instead, defendant argued that, based on the shift in the theories and the complexity of Dr. Ruhl’s 26 pages of calculations, Dr. Ruhl should be barred. During the hearing, plaintiff’s counsel chastised defendant’s expert who, as an engineer, was supposed to be able to understand the calculations. The court denied the request to bar Dr. Ruhl stating:

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Larry Karchmar, Ltd. v. Nevoral
707 N.E.2d 223 (Appellate Court of Illinois, 1999)
Jarke v. Jackson Products, Inc.
668 N.E.2d 46 (Appellate Court of Illinois, 1996)
Holston v. Sisters of Third Order of St. Francis
650 N.E.2d 985 (Illinois Supreme Court, 1995)
Cox v. Doctor's Associates, Inc.
613 N.E.2d 1306 (Appellate Court of Illinois, 1993)
Harmon v. Patel
617 N.E.2d 183 (Appellate Court of Illinois, 1993)
Lucht v. Stage 2, Inc.
606 N.E.2d 750 (Appellate Court of Illinois, 1992)
Marshall v. Taylor-Wharton Co.
599 N.E.2d 1015 (Appellate Court of Illinois, 1992)

Cite This Page — Counsel Stack

Bluebook (online)
599 N.E.2d 1015, 234 Ill. App. 3d 596, 175 Ill. Dec. 1, 1992 Ill. App. LEXIS 1080, 1992 WL 152256, Counsel Stack Legal Research, https://law.counselstack.com/opinion/marshall-v-taylor-wharton-co-illappct-1992.