Renee Hummel v. Adam B. Smith, Adam Smith, M.D., P.C., and Tri-State Specialists, L.L.P.

CourtSupreme Court of Iowa
DecidedDecember 22, 2023
Docket22-1572
StatusPublished

This text of Renee Hummel v. Adam B. Smith, Adam Smith, M.D., P.C., and Tri-State Specialists, L.L.P. (Renee Hummel v. Adam B. Smith, Adam Smith, M.D., P.C., and Tri-State Specialists, L.L.P.) is published on Counsel Stack Legal Research, covering Supreme Court of Iowa primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Renee Hummel v. Adam B. Smith, Adam Smith, M.D., P.C., and Tri-State Specialists, L.L.P., (iowa 2023).

Opinion

IN THE SUPREME COURT OF IOWA

No. 22–1572

Submitted November 15, 2023—Filed December 22, 2023

RENEE HUMMEL,

Appellee,

vs.

ADAM B. SMITH, ADAM SMITH, M.D., P.C., and TRI-STATE SPECIALISTS, L.L.P.,

Appellants.

Appeal from the Iowa District Court for Woodbury County, Roger L. Sailer,

Judge.

The defendants in a medical malpractice case seek interlocutory review of

an order denying their motion to strike and for summary judgment because the

expert who signed the plaintiff’s certificate of merit did not have an active license

to practice medicine. REVERSED AND REMANDED.

Mansfield, J., delivered the opinion of the court, in which Christensen,

C.J., and Waterman, McDonald, and Oxley, JJ., joined, and in which McDermott and May, JJ., joined in part. McDermott, J., filed a special concurrence, in which

May, J., joined.

Jeff W. Wright and Zack A. Martin of Heidman Law Firm, P.L.L.C., Sioux

City, for appellants.

Jon Specht of Trial Lawyers for Justice, Decorah, for appellee. 2

MANSFIELD, Justice. I. Introduction.

To establish a prima facie case of medical malpractice, the plaintiff must

ordinarily provide expert testimony that the defendant breached the relevant

standard of care. See Oswald v. LeGrand, 453 N.W.2d 634, 635 (Iowa 1990). In

such a case, the plaintiff must submit a certificate of merit affidavit signed by an

expert witness within sixty days of the defendant’s answer. Iowa Code

§ 147.140(1)(a) (2020). Failure to substantially comply with this requirement will

lead, upon motion, to dismissal of the case with prejudice. Id. § 147.140(6). Iowa

law also requires that an expert witness on standard of care or its breach be

“licensed to practice in the same or a substantially similar field as the

defendant.” Id. § 147.139(1).

In this medical malpractice case, the plaintiff submitted a certificate of

merit signed by a physician who had practiced in the same field—plastic

surgery—as the defendant. But due to his retirement, the physician’s active

practice licenses had expired and become inactive, meaning that he was no

longer able to practice medicine. The defendants moved to strike the expert and

for summary judgment on this ground. After the district court denied the defendants’ motion, we granted their application for an interlocutory appeal.

We now conclude that the “licensed to practice” language in the statute

requires the expert to have an active license that allows the actual practice of

medicine; an inactive license does not meet this requirement. Therefore, we

reverse the district court’s ruling and remand for entry of judgment in favor of

the defendants.

II. Background Facts and Proceedings.

On March 23, 2020, Renee Hummel sued Dr. Adam Smith and entities that employed him for injuries she sustained as a result of a 2018 breast 3

reduction surgery.1 Hummel’s petition alleged negligence, breach of warranty,

and failure to obtain informed consent. On June 15, pursuant to Iowa Code

section 147.140, Hummel submitted a certificate of merit affidavit signed by

Richard Marfuggi, M.D. Dr. Marfuggi’s affidavit stated that Smith had breached

the standard of care with respect to Hummel’s surgery and follow-up care. The

affidavit also stated that Dr. Marfuggi had actively performed plastic surgery and

postsurgical care in the five years leading up to April 26, 2018, the date of

Hummel’s surgical procedure.

However, Dr. Marfuggi acknowledged in the affidavit that he had retired

from clinical practice on July 1, 2019. As it turned out, by the time Dr. Marfuggi

signed the affidavit, both his New York and New Jersey licenses had become

“inactive” or “retired,” meaning that he was no longer authorized to practice

medicine in either state.

Later, Hummel designated Dr. Marfuggi as an expert witness for purposes

of Iowa Code section 668.11. In an expert report, Dr. Marfuggi explained in

greater detail the ways in which he believed Dr. Smith had breached the

applicable standard of care.

On April 25, 2022, Dr. Smith moved to strike Dr. Marfuggi as an expert witness and moved for summary judgment. Dr. Smith contended that the case

should be dismissed because Dr. Marfuggi had not met the expert witness

requirements of Iowa Code section 147.139(1). See Iowa Code § 147.140(1)(a)

(stating that the expert witness for a certificate of merit affidavit “must meet the

qualifying standards of section 147.139”). Section 147.139(1) requires—among

other things—that a person serving as an expert witness in a medical malpractice

1For the sake of simplicity, we will refer to the defendants collectively as “Dr. Smith.” 4

case be “licensed to practice in the same or a substantially similar field as the

Hummel resisted Dr. Smith’s motion. She later supplemented her

resistance with a sworn declaration from Dr. Marfuggi stating that he was eligible

to restore his New Jersey license to “active” status and was in the process of

doing so.

Following a hearing, the district court denied Dr. Smith’s motions. The

court reasoned that Dr. Marfuggi’s status as “licensed” in New Jersey and New

York was sufficient for purposes of Iowa Code section 147.139(1). It noted that

Iowa Code section 147.139(1) only requires the expert to be “licensed to practice,”

while in the very next subsection, the statute requires that the expert have

“actively practiced” within the five years preceding the alleged negligence. See id.

§ 147.139(2). In the district court’s view, this contrast in wording meant that a

“license to practice” need not be “active,” and it held that Dr. Marfuggi’s inactive

and retired licenses satisfied the statutory requirements for in section 147.139(1)

for an expert witness.

Dr. Smith filed a timely application for an interlocutory appeal. We granted

the application and stayed district court proceedings. We retained the appeal. III. Standard of Review.

The issue is one of statutory interpretation. “Our review is . . . for

correction of errors at law.” State v. Ness, 907 N.W.2d 484, 487 (Iowa 2018)

(quoting State v. Albrecht, 657 N.W.2d 474, 479 (Iowa 2003)).

IV. Analysis.

In 2017, the Iowa legislature amended Iowa Code section 147.139 relating

to expert witness standards. See 2017 Iowa Acts ch. 107, § 3 (codified at Iowa

Code § 147.139 (2018)). Previously, Iowa law simply required that the standard-of-care expert’s “medical or dental qualifications relate directly to the 5

medical problem or problems at issue and the type of treatment administered in

the case.” Iowa Code § 147.139 (2016). The 2017 legislation established more

elaborate standards, as follows:

If the standard of care given by a health care provider, as defined in section 147.136A, is at issue, the court shall only allow a person the plaintiff designates as an expert witness to qualify as an expert witness and to testify on the issue of the appropriate standard of care or breach of the standard of care if all of the following are established by the evidence:

1.

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

Related

Cite This Page — Counsel Stack

Bluebook (online)
Renee Hummel v. Adam B. Smith, Adam Smith, M.D., P.C., and Tri-State Specialists, L.L.P., Counsel Stack Legal Research, https://law.counselstack.com/opinion/renee-hummel-v-adam-b-smith-adam-smith-md-pc-and-tri-state-iowa-2023.