Montez v. Perez CA2/7

CourtCalifornia Court of Appeal
DecidedMay 15, 2026
DocketB333369
StatusUnpublished

This text of Montez v. Perez CA2/7 (Montez v. Perez CA2/7) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Montez v. Perez CA2/7, (Cal. Ct. App. 2026).

Opinion

Filed 5/15/26 Montez v. Perez CA2/7 NOT TO BE PUBLISHED IN THE OFFICIAL REPORTS California Rules of Court, rule 8.1115(a), prohibits courts and parties from citing or relying on opinions not certified for publication or ordered published, except as specified by rule 8.1115(b). This opinion has not been certified for publication or ordered published for purposes of rule 8.1115.

IN THE COURT OF APPEAL OF THE STATE OF CALIFORNIA

SECOND APPELLATE DISTRICT

DIVISION SEVEN

VICTOR MONTEZ et al., B333369

Plaintiffs and Respondents, (Los Angeles County Super. Ct. No. MC027758) v.

DENNIS PEREZ,

Defendant;

FARMERS DIRECT PROPERTY & CASUALTY INSURANCE CO.,

Intervener and Appellant.

APPEAL from a judgment of the Superior Court of Los Angeles County, J. Stephen Czuleger, Judge. Reversed in part, affirmed in part and remanded with directions. Horvitz & Levy, Mitchell C. Tilner, Melissa B. Whalen; Wesierski & Zurek, Christopher P. Wesierski and Michelle R. Prescott for Intervener and Appellant. Parris Law Firm, R. Rex Parris, Khail A. Parris, Bruce L. Schechter and Misak Chanchikyan, for Plaintiffs and Respondents. __________________________

Farmers Direct Property & Casualty Insurance Co. (Farmers) appeals from a judgment entered in favor of Victor Montez and his wife Lisa Montez1 after a jury trial. After Victor sustained significant injuries in a car crash with a drunk driver, he and Lisa sued the driver for negligence and loss of consortium. Farmers intervened after the driver stopped participating in the case and went to prison for felony drunk driving. A jury awarded the Montezes a total of $8,862,730 in damages, including $1,002,730 for Victor’s past medical costs and $5,360,000 for future medical expenses. The award of economic damages for the medical costs totaling $6,362,730 is the only part of the judgment at issue here. Farmers contends the trial court erred by allowing the Montezes’ life care planning expert to testify at trial about the costs of Victor’s past and future medical care because the subject was outside the scope of his expert disclosure and deposition testimony. Farmers further asserts the verdict on the medical costs lacked substantial evidence because the expert improperly relayed another expert’s opinions regarding the medical costs, and therefore the testimony was hearsay and lacked foundation. We agree the court should not have admitted the challenged expert testimony on costs, the only evidence at trial regarding the

1 We refer to Victor Montez and Lisa Montez by their first name for clarity’s sake.

2 medical expenses, because it exceeded the scope of the expert’s disclosed subjects. We therefore reverse and remand for a new trial limited to economic damages.

FACTUAL AND PROCEDURAL BACKGROUND

A. The Car Accident, the Complaint, and Farmers’ Intervention In 2017 Perez was driving under the influence of alcohol and at a high rate of speed when he lost control of his car and collided head-on with Victor’s car. Victor suffered significant injuries. He was hospitalized for 40 days, transferred to a rehabilitation center for an additional three weeks, and then continued to need significant medical care and treatments once he returned home. Victor returned to work six months after the collision but continued to experience complications and pain from his injuries and retired three years later. In May 2018 Victor and Lisa sued Perez for negligence and loss of consortium. Perez answered the complaint, denying liability and asserting comparative fault and other affirmative defenses. Perez stopped participating in the case, and in June 2021 the trial court granted Farmers’ motion to intervene. The court then struck Perez’s answer and entered his default. In a criminal case, Perez pleaded no contest to a violation of Vehicle Code section 23153 for felony drunk driving, and he was sentenced to state prison.

B. Discovery Both parties designated numerous experts. The Montezes designated Thomas Zweber as a “Physiatrist Life Care Planning

3 Specialist” who would testify about “the nature, extent and cause of [Victor’s] injuries and the medical needs,” and “any life care planning needs of [Victor] as well the reasonableness of past medical care, and the cost of future health care expenses, including, but not limited to, assessment of [Victor’s] future care needs and associated costs.” They also designated Andrew Morris as a “Life Care Planner/Medical Biller” and stated Morris would testify about “the reasonableness of past medical care and treatment for [Victor and] the assessment of the costs of [Victor’s] future care.” Zweber issued a draft report on September 6, 2021. His report identified categories of medical care Victor would need, including medications, procedures, professional services “for independen[ce] and quality of life,” home modification, and therapy. There were no dollar amounts associated with the costs categories, other than for plastic surgery. Several days later, Farmers deposed Zweber. Zweber stated his testimony would address, in relevant part, “any life care planning needs of the plaintiff,” “the reasonableness of past medical care,” “the cost of future healthcare expenses,” and “plaintiff’s future care needs associated with the cost.” He testified the “care outlined” in his life care plan was complete, but the cost summary was not. The cost summary would be completed “[s]ometime soon and certainly before trial.” Zweber acknowledged the “costing of care” is an important component of a life care plan. When discussing the addition of cost figures, Zweber explained the law firm representing the Montezes had retained an economist to calculate the costs and add them to the life care plan, and “the draft report will become a final report when I go

4 over that and go item by item to make sure that it is reasonable.” Zweber explained, “In many of the life care plans that I put together, I collaborate with somebody to actually use the resources that [are] acceptable in the industry [and] apply the costs. This is a draft report. I review the final report and go line- by-line and look at the resources and ... at times I do some modification to the costs if ... it needs to be adjusted one way or another.” Zweber ultimately would confirm that the numbers supplied by the economist were correct and reasonable. When Farmers’ counsel asked questions suggesting one needs to know the actual cost estimate to evaluate the reasonableness of the care plan, the Montezes’ counsel interrupted and stated, “Counsel, let me put a stop to this. We have other experts for the line of questioning that you have. It is on your designation. You can’t sit here and harass one of our experts as to the topic that he has not been retained for. He’s a life—he was retained to provide a life care plan, future treatment that Mr. Montez will need. There are other experts that will give opinions as to how much that future treatment costs.” At another point he stated, “We have one expert who is going to be giving opinions as to future treatment [i.e., Zweber], another expert who is going to be giving opinions as to the costs of each specific future treatment.” In response to further questioning of Zweber regarding the costs, the Montezes’ counsel again interjected that “[t]here is a difference between the experts that we have. You are asking one expert to give opinions as to multiple different things. ... There is a difference between a life care planner and a medical biller. There is a big difference.” Farmers’ counsel then asked Zweber about the methodology for calculating future costs, and the Montezes’ counsel objected before Zweber could respond,

5 stating, “Lacks foundation and outside the scope.

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Bluebook (online)
Montez v. Perez CA2/7, Counsel Stack Legal Research, https://law.counselstack.com/opinion/montez-v-perez-ca27-calctapp-2026.