Smith v. Walgreen Co.

2024 IL App (5th) 240394-U
Appellate Court of Illinois·Decided November 27, 2024·No. 5-24-0394·Unpublished·Cited by 2 cases

Opinion

NOTICE

2024 IL App (5th) 240394-U NOTICE

Decision filed 11/27/24. The This order was filed under text of this decision may be NO. 5-24-0394 Supreme Court Rule 23 and is changed or corrected prior to not precedent except in the the filing of a Petition for IN THE limited circumstances allowed Rehearing or the disposition of under Rule 23(e)(1).

the same.

APPELLATE COURT OF ILLINOIS

FIFTH DISTRICT

THERESA L. SMITH, Special Administrator ) Appeal from the of the Estate of John R. Brumley Jr., Deceased, ) Circuit Court of ) St. Clair County.

Plaintiff-Appellee, )

)

v. ) No. 23-LA-345 )

WALGREEN CO.; DR. BARBARA J. GREEN; ) PHYSICIAN GROUPS, L.C., d/b/a BJC Medical ) Group of Missouri; and BJC HEALTH SYSTEM, ) d/b/a BJC Healthcare, )

)

Defendants ) Honorable ) Kevin T. Hoerner,

(Walgreen Co., Defendant-Appellant). ) Judge, presiding.

JUSTICE SHOLAR delivered the judgment of the court.

Presiding Justice Vaughan and Justice Boie concurred in the judgment.

ORDER

¶1 Held: The circuit court abused its discretion by denying defendant Walgreen’s motion to transfer based on forum non conveniens where private and public interest factors strongly favored the transfer.

¶2 The defendant, Walgreen Co. (defendant), appeals the February 20, 2024, order of the circuit court of St. Clair County that denied defendant’s motion to transfer pursuant to the forum non conveniens doctrine. For the reasons that follow, we reverse and remand with directions for the circuit court to enter an order granting defendant’s motion and transferring the cause to Christian County.

¶3 I. BACKGROUND

¶4 We limit our recitation of the facts to those relevant to our disposition on appeal. We will recite additional facts in the analysis section as needed to address the specific arguments of the parties.

¶5 On November 18, 2022, the plaintiff, Theresa L. Smith, special administrator of the Estate of John R. Brumley Jr., filed a petition in St. Louis County, Missouri, against Walgreen Co., Barbara Green M.D., and Physician Groups, L.C. The petition alleged that defendant was negligent by improperly filling a prescription for oral prednisone for John Brumley ordered by Dr. Green. Walgreen Co. filed a motion to dismiss arguing the Missouri court did not have personal jurisdiction over it, which was granted on September 6, 2023. The Missouri suit remains pending against Dr. Green and Physician Groups, L.C.

¶6 On March 15, 2023, plaintiff filed suit in St. Clair County, Illinois, naming Walgreen Co., Dr. Green, Physician Groups, L.C., and BJC Health System as defendants. The complaint alleged that Walgreen Co. improperly filled Brumley’s prescription for oral prednisone. Dr. Green, Physician Groups, L.C., and BJC Health System filed motions to dismiss for lack of personal jurisdiction. On February 1, 2024, the circuit court granted the motions and dismissed defendants Dr. Green, Physician Groups, L.C., and BJC Health System from the case. 1

¶7 On May 22, 2023, defendant filed a motion to transfer pursuant to forum non conveniens. Defendant argued that the suit must be transferred to Christian County, because the action giving rise to the litigation occurred in Christian County. In the motion to transfer, defendant argued that the public interest factors favored transfer to Christian County. Defendant argued that plaintiff’s choice of forum, St. Clair County, should be given less deference because plaintiff was not a

1

Plaintiff appealed the circuit court’s February 1, 2024, order, in Smith v. Green, et al., No. 5-24-

0246.

resident of St. Clair County and none of the alleged negligent conduct took place in St. Clair County. Defendant also argued Christian County has a greater local interest, because both the alleged act of negligence and the injury occurred in Christian County. Further, defendant argued that Christian County is less congested than St. Clair County. Turning to the private interest factors, defendant’s motion to transfer argued that the residencies of the parties did not heavily impact the analysis. Defendant further argued any potential witnesses’ access to the venue and possibility of viewing the premises favor Christian County.

¶8 In her response to defendant’s motion to transfer based on forum non conveniens, plaintiff argued that St. Clair County is more convenient to all parties. Plaintiff alleged as follows. Theresa Smith is the guardian of Brumley’s disabled adult daughter, and they reside in Madison County. Further, she alleged that Dr. Green and BJC are significantly closer to St. Clair County than Christian County, as both are located in St. Louis, Missouri. Plaintiff further alleged that St. Clair County is more convenient to defendant as Walgreen Co.’s headquarters are in Lake County, Illinois.

¶9 Plaintiff’s response to defendant’s motion further alleged that evidence in the case is likely to be in the form of medical records and corporate documents in addition to testimony. Plaintiff argued this factor weighs in favor of St. Clair County. Plaintiff further alleged that practical problems relative to trial weigh in favor of St. Clair County. Plaintiff argued there is no accident site to view, however any witnesses that may be required to travel to testify would benefit greatly from the proximity of St. Clair County to Lambert St. Louis Airport as opposed to having to travel from St. Louis to Christian County.

¶ 10 Plaintiff further alleged that public interest factors weigh in favor of St. Clair County. Plaintiff argued that the issue at the heart of the case is one of national, and perhaps global, import.

Plaintiff argued that, because St. Clair County has four times as many Walgreen Co. stores than Christian County, the issues of the case are of more interest to the residents of St. Clair County. Plaintiff further argued that the burden and expense on St. Clair County is substantially less than the burden of trial in Christian County. Plaintiff also argued that court congestion weighed in favor of St. Clair County, as St. Clair County employed 20 judges while Christian County employed 2.

¶ 11 The circuit court held a hearing on defendant’s motion to transfer on December 20, 2023. Following arguments of the parties, the court took the case under advisement. On February 20, 2024, the circuit court issued a written order denying defendant’s motion to transfer. On March 20, 2024, defendant filed a timely petition for leave to appeal pursuant to Illinois Supreme Court Rule 306(a)(2) (eff. Oct. 1, 2020), which this court granted. This appeal followed.

¶ 12 II. ANALYSIS

¶ 13 Initially, we address defendant’s motion to strike. On August 19, 2024, defendant filed a motion to strike portions of plaintiff’s brief pursuant to Illinois Supreme Court Rule 341 (eff. Oct. 1, 2020). We took defendant’s motion with the case. In the motion to strike, defendant argues that plaintiff’s brief violates Illinois Supreme Court Rule 341(i), Illinois Supreme Court Rule 341(h)(6), and Illinois Supreme Court Rule 341(h)(7). 2

¶ 14 First, defendant argues that plaintiff’s statement of facts contained no citations to the record. Rule 341(h)(6), read in conjunction with Rule 341(i), provides that an appellee’s brief may contain a statement of facts “which shall contain the facts necessary to an understanding of the case, stated accurately and fairly without argument or comment, and with appropriate reference to the pages of the record on appeal.” Ill. S. Ct. R. 341(h)(6) (eff. Oct. 1, 2020). Additionally,

2 Throughout defendant’s motion to strike portions of plaintiff’s brief, defendant refers to “Illinois Supreme Court Rule 341(j)(7).” However, defendant actually quotes Illinois Supreme Court Rule 341(h)(7). As Rule 341(j)(7) does not exist, we presume that defendant’s references to Rule 341(j)(7) are understood as referring to Rule 341(h)(7).

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Smith v. Walgreen Co., 2024 IL App (5th) 240394-U (Ill. Ct. App. 2024).

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