Newsome by and Through Newsome v. Lowe

699 S.W.2d 748, 1985 Ky. App. LEXIS 611
CourtCourt of Appeals of Kentucky
DecidedJuly 5, 1985
StatusPublished
Cited by22 cases

This text of 699 S.W.2d 748 (Newsome by and Through Newsome v. Lowe) is published on Counsel Stack Legal Research, covering Court of Appeals of Kentucky primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Newsome by and Through Newsome v. Lowe, 699 S.W.2d 748, 1985 Ky. App. LEXIS 611 (Ky. Ct. App. 1985).

Opinions

[749]*749McDONALD, Judge:

This opinion is in response to a writ of prohibition sought by the plaintiffs in a medical malpractice action. The plaintiffs, petitioners in this court, are seeking to narrow the discovery methodology available to the respondent whom they have charged with negligence in handling the birth of Jarred Newsome. Prior to filing suit, and in anticipation of litigation, counsel for petitioner retained the services of Dr. Bernard Nathanson, a board-certified obstetrician and expert medical doctor, for the purpose of obtaining a professional evaluation consultation based upon the medical records related to petitioner’s birth. The physician’s report was tendered by letter on December 28, 1982, as a means of informing counsel of the merits of petitioner’s claim. It was not until January 19, 1983, that suit was filed against the attending physician, Dr. Harry Altman.

Alleging negligence by action and by omission, the factual basis underlying petitioner’s claim discloses an elderly multípara whose medical history reflected obesity, personal and familial diabetes, and previous delivery of an excessively sized infant. Under the care of Dr. Altman throughout her pregnancy, petitioner’s mother was admitted to Methodist Hospital on February 12, 1979, at 4:40 p.m. experiencing contractions every twenty to thirty minutes. The birth process was lengthy and tedious. After an 18-hour labor period petitioner’s mother was delivered of an 11-pound, 5-ounce male infant under general anesthesia. The infant suffered a significant shoulder dystocia and a left Erb’s palsy. It is petitioner’s contention that the mother’s medical history and present condition were indicative of delivery of an oversized infant with shoulder dystocia and the necessity of performing a Caesarean section rather than attempting a vaginal delivery. Petitioner’s claim of negligence is predicated upon Dr. Altman’s alleged departure and deviation from customarily expected medical standards in consideration of the mother’s medical history.

Discovery was initiated on February 23, 1983, when counsel for Dr. Altman served interrogatories upon petitioner seeking responses to basic questions permitted under CR 26.02(4)(a)(ii) and inclusive of (1) identification of each expert witness, (2) the subject matter, (3) the substance of facts and opinions, and (4) summary of the grounds for each opinion. Response was tendered on March 18,1983, indicating petitioner had made no determination as to which experts would be called to testify. A choice subsequently was made; petitioner named Dr. Nathanson and fully answered the interrogatories. Petitioner’s counsel then consented to the discovery deposition of Dr. Nathanson without a court order pursuant to CR 26.02(4)(a)(ii). The cooperative efforts of counsel resulted in the taking of Dr. Nathanson’s discovery and videotaped evidentiary deposition on consecutive days. During the discovery deposition defendant’s counsel learned of and requested production of the December 28, 1982 letter of consultative evaluation. Petitioner’s counsel refused the request. In response, counsel for Dr. Altman complained to the trial court that he had been unable to ascertain the specific acts of negligence upon which petitioner’s claim was based and sought an order compelling production of the disputed letter of consultative evaluation.

Petitioner seeks a Writ of Prohibition alleging the letter to be work product protected from discovery by CR 26.02. In response, defendant Dr. Altman contends the letter does not fall within the orbit of work product and that CR 26.02(3) permits discovery upon a showing of substantial need. Hickman v. Taylor, 329 U.S. 495, 67 S.Ct. 385, 91 L.Ed. 451 (1947), is the landmark case outlining the basic boundaries of attorney work product as that concept is applied to the rules of discovery. Some of the language, and all of the spirit, of Hickman v. Taylor, was codified in the federal civil rules amendments to Federal Rules of Civil Procedure 26(b). The Kentucky civil rules closely follow the federal rules and actually are cut from the federal cloth, as Fed.R.Civ.P. 26(b) is reflected in our rule [750]*750CR 26.02, which reads as follows in pertinent parts:

Rule 26.02 Scope of Discovery
(1) In General. Parties may obtain discovery regarding any matter, not privileged, which is relevant to the subject matter involved in the pending action, whether it relates to the claim or defense of the party seeking discovery or to the claim or defense of any other party, including the existence, description, nature, custody, condition and location of any books, documents, or other tangible things and the identity and location of persons having knowledge of any discoverable matter. It is not ground for objection that the information sought will be inadmissible at the trial if the information sought appears reasonably calculated to lead to the discovery of admissible evidence.
(3) Trial Preparation: Materials.
(a) Subject to the provisions of paragraph (4) of this Rule, a party may obtain discovery of documents and tangible things otherwise discoverable under paragraph (1) of this Rule and prepared in anticipation of litigation or for trial by or for another party or by or for that other party’s representative (including his attorney, consultant, surety, indemnitor, insurer, or agent) only upon a showing that the party seeking discovery has substantial need of the materials in the preparation of his case and that he is unable without undue hardship to obtain the substantial equivalent of the materials by other means. In ordering discovery of such materials when the required showing has been made, the court shall protect against disclosure of the mental impressions, conclusions, opinions, or legal theories of an attorney or other representative of a party concerning the litigation.
(b) A party may obtain without the required showing * a statement concerning the action or its subject matter previously made by that party. Upon request, a person not a party may obtain without the required showing * a statement concerning the action or its subject matter previously made by that person. If the request is refused the person may move for a court order. The provisions of Rule 37.01(4) apply to the award of expenses incurred in relation to the motion. For purposes of this subparagraph (b), a statement previously made is (i) a written statement signed or otherwise adopted or approved by the person making it, or (ii) a stenographic, mechanical, electrical, or other recording, or a transcription thereof, which is a substantially verbatim recital of an oral statement by the person making it and contemporaneously recorded.
(4) Trial Preparation: Experts.

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

Related

Melvin Hensley v. Haynes Trucking, LLC
Kentucky Supreme Court, 2018
Hensley v. Haynes Trucking, LLC
549 S.W.3d 430 (Missouri Court of Appeals, 2018)
Nebraska Alliance Realty Co. v. Brewer
529 S.W.3d 307 (Court of Appeals of Kentucky, 2017)
Young v. U.S. Bank, Inc.
343 S.W.3d 618 (Court of Appeals of Kentucky, 2011)
O'CONNELL v. Cowan
332 S.W.3d 34 (Kentucky Supreme Court, 2010)
Commonwealth, Cabinet for Health & Family Services v. Chauvin
316 S.W.3d 279 (Kentucky Supreme Court, 2010)
COM., CABINET FOR HEALTH & FAM. v. Chauvin
316 S.W.3d 279 (Kentucky Supreme Court, 2010)
Curtis Green & Clay Green, Inc. v. Clark
318 S.W.3d 98 (Court of Appeals of Kentucky, 2010)
RT Vanderbilt Co., Inc. v. Franklin
290 S.W.3d 654 (Court of Appeals of Kentucky, 2009)
Kemper v. Gordon
272 S.W.3d 146 (Kentucky Supreme Court, 2008)
Sowders v. Lewis
241 S.W.3d 319 (Kentucky Supreme Court, 2007)
CSX Transportation, Inc. v. Ryan
192 S.W.3d 345 (Kentucky Supreme Court, 2006)
Alliant Hospitals, Inc. v. Benham
105 S.W.3d 473 (Court of Appeals of Kentucky, 2003)
Wal-Mart Stores, Inc. v. Dickinson
29 S.W.3d 796 (Kentucky Supreme Court, 2000)
Morrow v. Stivers
836 S.W.2d 424 (Court of Appeals of Kentucky, 1992)
Newsome by and Through Newsome v. Lowe
699 S.W.2d 748 (Court of Appeals of Kentucky, 1985)

Cite This Page — Counsel Stack

Bluebook (online)
699 S.W.2d 748, 1985 Ky. App. LEXIS 611, Counsel Stack Legal Research, https://law.counselstack.com/opinion/newsome-by-and-through-newsome-v-lowe-kyctapp-1985.