Potter v. South

2025 Ohio 2812
CourtOhio Court of Appeals
DecidedAugust 11, 2025
DocketCA2024-02-030
StatusPublished
Cited by1 cases

This text of 2025 Ohio 2812 (Potter v. South) is published on Counsel Stack Legal Research, covering Ohio Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Potter v. South, 2025 Ohio 2812 (Ohio Ct. App. 2025).

Opinion

[Cite as Potter v. South, 2025-Ohio-2812.]

IN THE COURT OF APPEALS

TWELFTH APPELLATE DISTRICT OF OHIO

BUTLER COUNTY

KEVIN POTTER, et al., : CASE NO. CA2024-02-030 Appellants, : O P I N I O N AND : JUDGMENT ENTRY - vs - 8/11/2025 :

CHRISTOPHER SOUTH, M.D., et al., :

Appellees. :

CIVIL APPEAL FROM BUTLER COUNTY COURT OF COMMON PLEAS Case No. CV 2022 07 1256

Statman Harris, LLC, and Alan J. Statman, for appellants.

Rendigs, Fry, Kiely & Dennis, LLP, and C. Jessica Pratt, for appellee, Mercy Health- Fairfield Hospital, LLC.

Calderhead, Lockemeyer & Peschke, and David C. Calderhead and Andrew B. Crane, for appellees, Christopher South, M.D. and GCGA Physicians, LLC dba Ohio Gastroenterology & Liver Institute

____________ OPINION

BYRNE, P.J.

{¶ 1} Kevin and Michelle Potter sued Dr. Christopher South, the Ohio Butler CA2024-02-030

Gastroenterology and Liver Institute ("Ohio GLI"), and Mercy Health Fairfield Hospital

("Mercy Health") (collectively, "the Defendants") for medical malpractice. The Butler

County Court of Common Pleas granted summary judgment to the Defendants on the

Potters' claims and the Potters appealed. For the reasons detailed below, we affirm the

common pleas court's summary judgment decision.

I. Procedural History

{¶ 2} The Potters originally filed a medical malpractice action in the Butler County

Court of Common Pleas on June 5, 2020, against one defendant, Dr. South. The

complaint alleged that Kevin Potter suffered injuries related to a medical procedure—a

celiac plexus block—performed by Dr. South on January 9, 2019, at Mercy Health. The

Potters attached to their complaint an "Affidavit of Merit" signed by Dr. Vladimir Kushnir,

dated June 2, 2020. The Affidavit of Merit was attached pursuant to Civ.R. 10(D)(2)(a),

which provides that when a complaint includes a "medical claim," the complaint "shall be

accompanied" by an "affidavit[] of merit" "provided by an expert witness."

{¶ 3} In October 2020, the trial court issued a pretrial order setting a trial date and

multiple discovery deadlines. Among those deadlines, the trial court ordered the Potters

to disclose any expert witnesses by June 1, 2021. On August 5, 2021, Dr. South moved

for summary judgment on the basis that the Potters "failed to file an expert disclosure,

failed to produce expert reports, failed to request an extension of expert deadlines, and,

finally, failed again to file an expert disclosure even after Dr. South had identified defense

experts." The next day the Potters voluntarily dismissed their complaint.

{¶ 4} Nearly one year later, on July 21, 2022, the Potters filed a new complaint

initiating the action now before us. They again named Dr. South as a defendant, but this

time they also named Ohio GLI and Mercy Health as codefendants. The complaint

-2- Butler CA2024-02-030

included multiple claims, all ultimately constituting medical malpractice claims.1 The

Potters again attached Dr. Kushnir's June 2, 2020 Affidavit of Merit to the new complaint.

{¶ 5} On September 20, 2022, the Potters served answers to Mercy Health's first

set of interrogatories. One of those interrogatories asked the Potters to identify "each and

every person who you expect to call as an expert witness . . . at trial." In response, the

Potters objected, then stated that, without waiving those objections, Dr. Kushnir was an

expert they intended to call. They also identified "[a]ny experts listed in Plaintiff's

Complaint and/or contained in relevant treatment records."

{¶ 6} On November 16, 2022, the Potters served answers to Dr. South's and Ohio

GLI's interrogatories. As with their answers to Mercy Health's interrogatories, they again

identified Dr. Kushnir as an expert they may call at trial and again referred to experts

identified in the complaint or treatment records.

{¶ 7} In January 2023, the trial court issued a pretrial order that required the

Potters to disclose any expert witnesses by November 13, 2023. The pretrial order

expressly incorporated the terms of a "Pretrial Preparation Packet" that was attached to

the pretrial order. The Pretrial Preparation Packet stated that a "party may not call an

expert witness to testify unless a written report has been procured from that witness and

provided to opposing parties. The report must be supplied no later than 30 days after the

deadline for the disclosure of the expert."

{¶ 8} There was no activity on the docket for the next seven months. During that

time, the Potters obtained new trial counsel. On August 8, 2023, the Potters' new trial

counsel entered his notice of appearance.

{¶ 9} On November 17, 2023, after the court's deadline to disclose expert

1. The Potters do not dispute this characterization of their claims on appeal. -3- Butler CA2024-02-030

witnesses had passed, Dr. South and Ohio GLI moved for summary judgment, arguing

summary judgment was required because of the Potters' "repeated and dispositive failure

to identify any experts," their "failure to produce expert reports," and their "failure to

request any additional time from the Court to belatedly identify experts." A few days later,

Mercy Health also moved for summary judgment, arguing that the Potters had "failed to

produce any expert testimony to establish [Mercy Health] ha[d] deviated from the

standard of care and/or ha[d] proximately caused injury to" the Potters. Mercy Health also

argued the Potters' complaint against it was barred by the applicable statute of limitations

set forth in R.C. 2305.113.

{¶ 10} In response to the pending summary judgment motions, the Potters

conceded that they failed to identify their expert within the deadline set by the court, but

argued that the Defendants were nonetheless "well aware of the identity and projected

testimony" of their expert because they disclosed Dr. Kushnir as their expert in their

discovery responses and because they attached his Affidavit of Merit to their complaint.

They also argued that the scheduling order was overlooked because of their change in

counsel and their counsel's other commitments. They further argued that summary

judgment would be a "very harsh sanction" not appropriate in the circumstances.

{¶ 11} The trial court set the summary judgment motions for a hearing on January

22, 2024. By this time the deadline to produce expert reports, which was set by the

scheduling order's incorporation of the terms of the Pretrial Preparation Packet, had

expired. The Potters' new trial counsel did not appear for the hearing but arranged for

substitute counsel to appear in his place. During the hearing, the trial court detailed the

procedural history of the case and permitted the parties the opportunity to clarify or place

further information on the record. The following exchange occurred:

THE COURT: This was originally a case, its first filing that was

-4- Butler CA2024-02-030

before Judge Pater. So I . . . saw that there was still no expert report filed on the [the Potters'] part. That was due on November 13th, 2023. As of today's date, we're still without that report or any request to [extend] the disclosure date for the [Potters].

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Bluebook (online)
2025 Ohio 2812, Counsel Stack Legal Research, https://law.counselstack.com/opinion/potter-v-south-ohioctapp-2025.