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HomeMy WebLinkAbout95-06704 j" " :>\ 't.' ~:~~;~~~:~c~'".-. &-~ lIT) .~ ~- , , '". , t it) J' filE COpy JONNIE LEAPHART Plaintiff IN THE COURT m' COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA NO, 95-6704 CIVIL TERM VI, CYNTHIA LONITA WITTIG Defendant CIVIL ACTION. LAW NOTICE OF HEARING BY BOARD OF AnBlTRA TORS YOU ARE HEREBY NOTIFIED that the Board of Arbitrators appointed by the Court In the abovc-captioned case will sit for the purpose of their appointmCllt in the above-captioned action on Tuesday, June 9, 1998 at 9:00 a,m, In the Second Floor Hcaring Room of the Old Cumberland County Courthouse, Carlisle, Pennsylvania. April 14, 1998 . BROUJOS, ESQUIRE, CHAIRMAN D DORER, ESQUIRE FALLER, lR., ESQUIRE COPIES TO: Mal/hew S. Crosby, Esquire HANDLER & WIENER AI/orney for Plaintiff Rolf E. Kroll,Esqulre REYNOLDS &: HAVAS AI/orney for Defendant //C-I.~ C;;..i ei eLl G (o1;).J L.d LJ-'--''' l.)~ o~ ~ ..li i) ,C:: 'I' ~~ George B. Faller, Jr.. Esq. to E, High Street rarlisle, P A 17013 . John H, Broujos, Esq, Donald Dorer, Esq. 214 Senate Ave. CampHiIl,PA 17011 ~L"" "U d Co..) BOARD OF ARBITRATORS Fri., April 24 Thurs., April 30 Fri., May I Mon., Mal 4 Thurs.. May 7 Fri.. May 8 Weds.. May 27 Fri., May 29 731.0988 (1' J I 11 .. p.:1 ]@ Fri.. May ., t"J2 . .J\'~ 29 243-3341 ~ Ill"'-- (/~19 01<- .- '0,C+, -ht ~ ."r- Jill I April '4 'fhmJi, J.p.-II '" ~ ~ _'HI~ ." ! ""7 'F.;. r'l~ ltJ 2:15 p,m, 9:00 a,m.l2:15 p.m. 9:00 a,m.l2:15 p.m. 9:00 a.m.l2:15 p.m. 2:15 p.m, 9:00 a.m.l2:15 p,m. 9:00 a.m.l2:15 p.m. 9:00 a.m.l2:15 p.m. .:1.I~ ....,.. v 9.Afl n ... :: 1 ~ 1 m. /' . ' t lie. / I ,{~ p.m. ~.:... a"'" , ,.1 ( '1""'1 l!J,' 2.1; I''''' 9.!}6 &A au :~ I~ p IR. ~:~~ ~~ /..61 QM."J 1" l'i I J ~jJO 12~";" ~ 9:.... 1- ,..1 ~ .. ~. 9: - _.....;8.1 r ",m. -~ "< ~ ~~ ~~ .-.'>f f /, " II: w ,Z !!! 'I ~ I~EI B D : ~ "":, a ~ 11.1' ~, , ",.,..' ',:;, ~ II: Q ~.. W · e; -,," ~ ii ll, D Z C :t .... . . . . . . ':;:, , ....... ." --...... --- . JONNIE LEAPHART, PllllntitT : IN TilE COURT OF COMMON PLEAS : CUI\IIIERL..\ND COUNTY, PENNSYLVANIA ", NO, 95-6704 Civil Term CYNTHIA LONI'fA WI1TIG, CIVII_ ACTION - l.A W Dcfcndllnt PETITION FOR APPOINTMENT OF ARBITRATORS TO TIlE HONORABLE, THE ,JUDGES OF SAID COlIRT: MATTHEW S, CROSBY, ESQ" counsel for the PlaintitTin the above action respectfully represents that: I, The above-captioned action is at issue, 2, The claim for thc Plaintiff in this action is $25,000, Thc countcrclaim of the Defcndant is $7,500, The following alloll1cys are intercsted in the case as counselor are othcrwise disqualified to sit as arbitrators: . R, James Reynolds, Jr., Esq,; John Havas, Esq,; Michael M. Badowski, Esq,: Stephen L. Banko, Jr., Esq.: Rolf E, Kroll, Esq.; Barry A. Kronlhal, Esq.: Lauralee B. Baker, Esq.; Michele J, Thorp, Esq. and any other attolllcys of the law linn of Reynolds & Havas, . Stcphen D, Tiley, Esq, WIIEREFORE, your Pctitioncr prays your Honorable Court to appoint three (3) arbitnllors to whom the cllse shall be submillcd, Respc IIA BY: Iy submitted, ER & WIENER DATE: 3117/q[( I , a t lew S, C osb , . sq. ID No, 69367 319 I\llIrkct 0 1',0, Box II 7 HlIrrisburg, PA 17108 717-238-2000 Allollleys for Plaintiff .., aRTIFICA TE OF SERVI~E; I hereby certify that a true and correct copy of the foregoing document was served on the Cynthia Lonita Wittig, by sending a copy of the same to her counsel of record, Rolf E. KrolI, Esq., REYNOLDS & HAVAS, 101 Pine St., P,O. Box 932, Harrisburg PA 17108. 0932, by United States Mail, regular service. in Harrisburg. Pennsylvania on March J:1, 1998. B R AND WIENER DATE: 3/17/QY , S, Crosby, Attorney 1.0, #693 P,O. Box 1177 Harrisburg, P A 17108 (717) 238-2000 Attorneys for Plaintiff " " ,,~ . . :.-' ., ~ ~~ 'l (i ~ n ~~ " IE W 'c" Z '8 " '", w' , ,,' ','., 1 ~! t i ',;;~ z'. C :J: . ~.- .. ;; .' .. ~/G~1.iD/1.apka~t.~. JONNIB LBAPHAIlT, I IN THB COURT OP COMMON PLEAS PLAINTIPP I CUMBBRLAND COUNTY, PBNNSfLVANIA I v. I NO. CIVIL, 1995 I I CIVIL ACTION - LAW CYNTH:!:A LONITA WITTIG, I DIlPINDANT I JURY TRIAL DEMANDBD COMPLAINT AND NOW, comes the Plaintiff, JONNIE LEAPHART, by and through her attorneys, HANDLER ~ WIENlR, and makes the within Complaint against the Defendant as follows: 1. Plaintiff, Jonnie Leaphart is an adult individual currently residing at 1809 Willow Road, Carlisle, Cumberland County, Pennsylvania, 17013. 2. Defendant, Cynthia Lonita Wittig, is an adult individual currently residing at 193 Lawrence Lane, Carlisle, Cumberland County, Pennsylvania, 17013, 3, At all times material to this action, Plaintiff, Jonnie Leaphart, was the owner and operator of a 1985 Ford Escort bearing vehicle identification number 41634591502" 4. At all times material to this action, Defendant, Cynthia Wittig, was the owner and operator of a 1992 Pontiac Grand prix, bearing vehicle identification number 45248664501, 5, On or about December 7, 1993, at approximately 4:15 P.M. Plaintiff, Jonnie Leaphart, was stopped at the bottom of the 1 . southbound off ramp of exit 16, on SR-81, in Middlesex Township, Cumberland County, Pennsylvania 6. On or about December 7, 1993, at approximately 4:15 P.M., Defendant's vehicle, was traveling on the southbound off-ramp of exit 16, on SR-81, in Middlesex Township, Cumberland County, Pennsylvania, 7. Suddenly, and without any warning, Defendant's vehicle collided with the rear end of Plaintiff's vehicle, 8. As a direct and proximate result of the negligence of Defendant, Plaintiff, Jonnie Leaphart, has suffered serious bodily injury as set forth in full hereinafter, COUNT I JONNIB LBAPHART v. CYNTHIA WITTIG 9, The occurrence of the aforesaid events and the injuries to Plaintiff, Jonnie Leaphart, resulting therefrom were caused directly and proximately by the negligence of the Defendant, Cynthia Wittig, generally and more specifically as set forth below: (a) In failing to keep a proper lookout for vehicles lawfully stopped on the southbound off-ramp of exit 16, in Middlesex Township, Cumberland County, Pennsylvania; . - (b) In failing to keep a proper lookout for the traffic conditions then and there existing; (c) In failing to be reasonably vigilant to observe Plaintiff's vehicle; (d) In failing to operate her vehicle in such a manner so that she could apply her brakes to avoid a collision with the Plaintiff; (e) In failing to operate her vehicle at a speed that was safe for existing conditions, in violation of 75 Pa,C,S,A, ~3361; and (f) In failing to exercise reasonable care in the operation and control of her vehicle, in violation of 75 Pa.C,S,A, ~3714; (g) In failing to operate her vehicle at a speed, and under such control, as to be able to stop within the assured clear distance ahead, in violation of 75 Pa.C.S,A, ~3361; (h) In following another vehicle more closely than is reasonable and prudent, without due regard for the speed of the vehicles and the traffic upon and the condition of the highway, in violation of 75 Pa,C,S.A, ~3310, 10, As a direct and proximate result of the negligence of Defendant, Cynthia Wittig, Plaintiff sustained severe injuries , < including but not limited to, the head, knee, abdomin, arms, and cervical spine. 11, As a result of the negligence of Defendant, Cynthia Wittig, Plaintiff has been and will in the future be hindered from performing the duties required by her usual occupation and from attending to her daily duties, to her great detriment, loss, humiliation, and embarrassment, 12, As a result of the negligence of the Defendant, Cynthia Wittig, Plaintiff has undergone great physical pain, discomfort, and mental anguish, and she will continue to endure the same for an indefinite period of time in the future, to her great physical, emotional, and financial detriment and loss, 13, As a result of the negligence of the Defendant, Cynthia Wittig, Plaintiff has been compelled, in order to effect a cure for aforesaid injuries, to expend large sums of money for medicine and medical attention, Plaintiff continues to receive treatment and incur expenses for said injuries, and will continue to do so in the future, to her great detriment and loss, 14. As a result of the negligence of Defendant, Cynthia Wittig, Plaintiff has suffered a loss of life's pleasures and she will continue to suffer the same in the future, to her great detriment and loss. 15, As a result of the negligence of Defendant, Cynthia Wittig, Plaintiff, has suffered a loss of wages and will continue to suffer the same in the future, to her great detriment and loss, . Date: 11-1 ~ _c{<) . 16. Plaintiff, Jonnie Leaphart, believes and therefore avers that her injuries are permanent in nature, WHIRIPORI, Plaintiff, Jonnie Leaphart, seeks damages from Defendant, Cynthia Wittig, in an amount in excess of Thirty-Five Thousand Dollars ($35,000.00), Respectfully submitted, HANDLIR ~ WIINIR thew S, Crosby, I.D, No. 69367 319 Market Street P ,0, Box 11 77 Harrisburg, PA 17108-1177 Attorney for Plaintiffs 5 VBRIPICATION I, JONNI. LBARBART hereby verify that the statements made in the foregoing pleading are true and correct to the best of my knowledge, information, and belief. I understand that false statements herein are made subject to the penalties of 18 Pa, C, S. Section 4904 relating to unsworn falsification to authorities, Date:-' I-I V - 9s ^ , 1 i I l' ~lI~n'lLU' ',,/\ "\L~.Ai( 'e. ' J JONNI. L BUT ',"'.( :(;,l,C '-'":'<'- -'-,:: ;~.~;: 'i-':~ ...->-.,-.-"'......>.. ~. ;... .... .; .... ~ '.." '.' -- '. ~~~~f':"~! ,':!! ~ , , ~....~ ....""".. r;l;,,~' ;" d\~~t),!;~S ~,' -- , !,"-:'-,">'''';' . ,.:,i'{1.:'::Wt\_,~ "i ,~: I~'1'~g,:::~~_;g.i.~:~ :. l{~ji:f;~:~:'::' ' )~~~t:JFi" ~\ .- ';V '~ i:<' QI ',!::iJ ,.(.,- . ,,', .~~ : ....5i ,..!f.&4,n~~ E~"'~ 1_.C)~~~ C~.. .!.c.:j", "''''.... =i"&"~ ...._ :z:mo.; .... ::>., :!;.. ~', . -.,--~ r'__.f; ~, N', Ii:,! IX w z w !" i~h:1 !:'I ~ I ~' w _ eo, ll' .:I .", D Z C X .-:('. !, , .. ,i. ;~' \~eAt~.l\~\dl.~oye~\~...~o\l.apba~t v. I I I I I I I I IN THB COURT or CODON PLDS CUMBERLAND COUNTY, PINNSYLVANIA NO.91-t,7()'/ CIVIL, Eq; JONNIE LDPIlART, PLAINTIrr CIVIL ACTION - LAW CYNTHIA LONITA WITTIG, DEPENDANT JURY TRIAL DJDlANDED PLAINTIrr's REQUESTS rOR PRODUCTION or DOCUKBNTS DIRECTED TO DlrENDANT. CYNTHIA LONITA WITTIG To: Defendant, CYNTHIA LONITA WITTIG: Cynthia L. Wittig 193 Lawrence Lane Carli.le, PA 17013 Pursuant to Pa, Rule of civil Procedure 4009, you are hereby requested to produce the below listed documents and/or items for purposes of discovery, This material will be examined and/or photocopied; photography negatives will be processed and photographs reproduced, Said documents obtained will be reproduced at the offices of Handler & Wiener, 319 Market street, P,O. Box 1177, Harrisburg, Pennsylvania, 17108, within thirty (30) days of the date of service hereof and supplemented thereafter, hew S, Crosby, 1.0. No, 69367 319 Market Street P,O, Box 1177 Harrisburg, PA 17108-1177 Attorney for Plaintiffs INSTIlUCTIONS 1, If you object to the production of any documents on the grounds that the attorney-client, attorney work product or any other privileges applicable thereto, with respect to that document, state: (a) its date; (b) identify its author; (c) identify each person who prepared or participated in preparation of the document; (d) identify each person who received it; (e) identify each person from whom the documents were received; (f) state the present location of the document and all copies thereof; (g) identify each person who has ever had possession, custody or control of it or a copy thereof; (h) provide additional information concerning the document and the circumstance thereof to explain the claim of privilege and to permit the adjudication of the propriety of that claim, 2, The term "identify" as used with respect to documents means to state the date, author, addressee, type of document (e.g. letter), to identify its last-known custodian and location and the exhibit number of the document if it has been marked during the course of a court proceeding. 2 3, The term "identify" as used with respect to non-written communication means state the date, persons that participated in the communication, type of communication (e,g, telephone conversation) and substance of the communication, 4, The term "identify" when used with respect to an individual, means to give the person's full name, all known aliases, present and last known business and home address, present and last known telephone number and present position or business affiliation. 5, The term "identify" when used with respect to any other person, means to give the person's official, legal and/or formal name and/or the name under which the person acts or conducts business; the address of the person's place of business, profession, commerce or home; and the identity of the person's principle or chief executive officer or person who occupies a position most clearly analogous to a chief executive, DOCUMENTS RBQUlSTBD 1. All statements, signed statements, transcripts of recorded statements or interviews of any person or witness relating to, referring to, or describing the incident which gave rise to this action, and any defenses thereto, 2. All photographs taken or diagrams prepared concerning this matter or any instruments involved therein. 3 , 3. Any and all documents containing the names and home and business addresses of all individuals who may be potential witnesses in this case. 4. All documents which you intend to rely upon or introduce at trial of this litigation, 5, The entire file accumulated by you or your insurance company relating to the incident which is the subject matter of this litigation, including, but not limited to, any item within the definition of documents explained above, as well as any other document, intangible object, correspondence, memoranda, notes, telephone log, guidelines, in the possession and control of your insurance company which in any way relate to the incident which is the subject matter of this litigation, 6. All expert opinions, reports, summaries or other writings in your custody or control or the cusotdy and control of your attorneys or insurers which relate to the subject matter of this litigation, 7. All exhibits intended to be used at trial. 4 8. Please also consider this a formal request for production of all documents referenced in your Answers to the within Interrogatories, HANDLIR AND WIINIR ~ ~ .J-, BY: ~ 5 Date: II-I ~ -'15"' tthew S. Crosby, e 1.0, No. 69367 319 Market Street P,O, Box 1177 Harrisburg, PA 17108-1177 Attorney for Plaintiffs 5 d ~ 0 i;; - I~ N ... _.'l< 8"" ::t: "-$ ., 0- (~::..; .'~ i'-' 8 .:r ~1'1 I ."" fi:~ - fj~ ~. , ,,1 r-: ~r. ~~ u.. -, :5 l5 .." 0', U II: W Z ,', wI"". I ;1 i il"Y' ! II: .2,1 w - ...'1'\ ' a '"" 'Z '~ ;' '., ,,~.,. \. .;"..... " .. ',-." f"" ,., ..... ",..,.., ,", .' '",-" .,'.i;.'-' " ,'. ~l- . ; 'I' ,.,)., , , ,I '. L~; ; ,\ '.~ ':'1,. . ",'..,. -- .j ,..~....1'M: ".~-- it-;: '''''.' '~~e - . ,.. dml \an."u\le"phart .nm JONNII LEAPHART, I IN THE COURT OP COMMON PLEAS plaintiff I CUMBERLAND COUNTY, PENNSYLVANIA I v, I NO. 95-6704 I CYNTHIA LONITA WITTIG, I CIVIL ACTION - LAW Defendant I JURY TRIAL DEMANDED PLAINTIPF'S ANSWER TO DEPENDANT'S NBW MATTER 17, Denied. The averment contained in Paragraph 17 of Defendant's New Matter represents a conclusion of law to which a response is not required. However, it if were judicially determined that a response was required, the averment is specifically denied, with strict proof thereof demanded at the time of trial, if deemed material, 18. Denied, The averment contained in Paragraph 18 of Defendant's New Matter represents a conclusion of law to which a response is not required. However, it if were judicially determined that a response was required, the averment is specifically denied, with strict proof thereof demanded at the time of trial, if deemed material, 19, Denied. The averment contained in Paragraph 19 of Defendant's New Matter represents a conclusion of law to which a response is not required, However, it if were judicially determined that a response was required, the averment is specifically denied, with strict proof thereof demanded at the time of trial, if deemed material. 20, Denied, The averment contained in Paragraph 20 of Defendant's New MaLter represents a conclusion of law to which a response is not required, However, it if were judicially determined that a response was required, the averment is specifically denied, with strict proof thereof demanded at the time of trial, if deemed material, 21. Denied. The averment contained in Paragraph 21 of Defendant's New Matter represents a conclusion of law to which a response is not required, However, it if were judicially determined that e response was required, the averment is specifically denied, with strict proof thereof demanded at the time of trial, if deemed material, 22. Denied. The averment contained in Paragraph 22 of Defendant's New Matter represents a conclusion of law to which a response is not required, However, it if were judicially determined that a response was required, the averment is specifically denied, with strict proof thereof demanded at the time of trial, if deemed material, Respectfully submitted, Date: 3-~'f-~1o JOWl. LIlAPHART, I IN THB COURT or COMMON PL..s PLAINTIFF I CUMBERLAND COUNTY, PBNNSYLVANIA I v, I NO, 95-6704 CIVIL TERM I I CIVIL ACTION - LAW CYNTHIA LONITA WITTIG, I DBFBNDANT I JURY TRIAL DEMANDED CERTIFICATE OF SERVICE I HEREBY CERTIFY that I have served a true and correct copy of Plaintiff's Answer to New Matter upon all counsel of record on this :.J~1-'" day of ~,<:Al , 1996, by placing the same in the U,S, first class mail, postage pre-paid, at Harrisburg, Pennsylvania addressed as follows: ll.mOLDS (0 HAVAS 101 Pine Street Harrisburg, PA 17108-0932 ATTN: Rolf E. Kroll, Esquire HANDLER AND WIBNER '3-;) 9-9" x. Date: tary to squire K, S, . ~ IIOLP I, 1tIIOU. IIClUIM ,,, AlIIHMy I.D. No. 47241 IlIYNOUIIt HAVAS "P'laI . .IIICofporlllon 101 rIne lIlreIl !'oil 0llI0e lox U2 ............. ~...... 1710NN2 1717)21W2OO "lIIlm8Y lor DoM.... CYNTHIA LON ITA W1rnG JONNIE LEAPHART, plaintiff I IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA CIVIL ACTION - LAW . . . . v.. I I NO. 9!5-6704 JURY TRIAL DEMANDED CYNTHIA LONITA WITTIG, Defendant I DEnNDANT' S MOTION 'l'O QUASH IIUJl8UANT 'l'O PAt R.C.P. NO. 234.2 AND OBJECTIONS TO SUBPOENA IIUJl8UANT 'l'O JWLE 4009.21 Defendant CYNTHIA LONITA WITTIG objects to and moves to quash the proposed subpoena that is attached hereto for the following reasons: l. On or about January 2, 1998, Defendant received a Notice of Intent to Serve a Subpoena upon the Records Custodian for Ellis F. Friedman, M.D. Dr. Friedman is the physician retained by Defendant to perform a physical examination of Plaintiff and to render opinions on the nature and extent of any injury Plaintiff sustained as result of the motor vehicle accident that is the subject of this lawsuit. A copy of the proposed subpoena is attached hereto as Exhibit "A". 2. By letter dated January 9, 1998, the undersigned objected to this discovery because the discovery request sought information beyond the scope of Pa, R.C.P. No. 4003.5. A copy of the January 9, 1998 letter is attached hereto as Exhibit "B". ('.~ ,.,.... '" .'. ~ ~ '''/)../'1.....,_ ". . \"''',,,, " '; "j.: .'~':...<.~ '1'"1... ' , ~.I/..: -9 J' ". '; "';;' I :)1 , .~ (.., '0) .lltl ':'I. ".-; ,I ~ ll...: '. ,'~-'\":.' ""';, L ::'\ " . '\"} '"., .. I . . ~~ ".'1", . 3. Counsel for Plaintiff disaqreed, By letter dated January l2, 1998, counsel for Plaintiff refused to withdraw the subpoena. 4. The undersiqned requested case law to support Plaintiff's discovery request. Counsel for Plaintiff provided the undersiqned with an unreported federal decision based upon the Federal Rules of Civil Procedure. 5. By letter dated January 19, 1998, the undersiqned advised counsel for Plaintiff that the Middle District case was based upon the Federal Rules of Civil Procedure and was inapposite to the instant case, and aqain requested vOluntary withdrawal of the subpoena. 6. Pat R.C.P. No. 4003.5(a) (2) demands that a party seekinq information from an expert witness beyond that contained in the expert's report, show cause why any further discovery beyond the report itself should be ordered sUbject to provisions concerninq fees and expenses. Pat R.C,P, No. 4003,5(a) (2). 7. Also, there is no support for the broad sweeping discovery sought by Plaintiff's subpoena found in Pat R.C.P. No. 40l0, qoverninq physical and mental examinations of persons. -2- . 8. Despite these rules and Plaintiff's notice of same, Plaintiff continues to insist upon moving forward with the subpoena. 9. Accordingly, the undersigned has been unnecessarily placed in the position of having to move to quash and/or object to Plaintiff's subpoena when under the rules, it is Pl.inti~~'. burden to ..tabli.h cau.. why .h. .hould be .ntitled to the di.cov.ry .ought. ~ Pat R,C,P. No, 4003.5(a) (2), lOt In addition to being beyond the scope of discovery pursuant to Pa, R.C,P. No. 4003.5(a) (2), the discovery sought is unreasonably burdensome as follows: (a) It is believed and therefore averred that Dr. Friedman does not keep records of his examinations by the requesting party; (b) It is believed and therefore averred that Dr. Friedman does not have his patient files indexed by their insurer or by referring attorney. Therefore, Plaintiff's request would require Dr. Friedman to examine each and every patient file for the past two years to determine whether the patient was seen at the request of the undersigned 2E any member of his law firm or on behalf of state Farm Mutual Automobile Insurance company. -3- e...-r.-rl!.a... a. .mK!tdIl!lIII.mm. Pur.uant to Local Rule 206-2, on January 21, 1998, coun.el for Defendant .ought concurrance fro. coun.el for plaintiff in the filing of the foregoing Motion. No concurrence ha. baen obtained. Date: /-~/yr ca,OIWEAI:m or PnNriLVAHIA c:aJNTY OF ClHBERLAND Jonnle Leaphart. Plaintiff . . I FUe No. 95-6704 . . SUBPOENA TO. Records Custodian. Ellis Friedman. M.D.. 320 Ablngton Drive. Wyomlsslng. PAt 17610 v. Cynthia Lonlta Witting. Defendant 1. You are ordered by the court to come to Handler & Wiener Law Office. 319 Market Street. Harrisburg. PAt 17610 at (Specify courtrocm or other place) County, Pennaylvlll\ia, on at o'clock, M., to testify on behalf of in the above case, and to remain until excused. 2. And bring with you the following. Any financial records specifically concerning any h1dependent medical examinations- ur rt::t;urd~ revlt:w "hen. Dr. frledlllGII Iaa:) 1-'1:1 FUlIlI''Cd Uti beha of Rnlf ~A krnl1. F-~nllirp nr nn hphAlf nf ~hp l~w firm nf ~Aynnlrlc I H~v~~_ or on behalf 0 State Farm Insurance Company within the last 24 months. Please Include the number of exams BlI1Qllnt ~h.aJ:oprl for thp "}tAme;. ~mQJ1nt t"hArrtiOrt fnr r" 1 Atpd cprv' (,PC: (x_~c. l,.. amount. If you 'fiiI to atteno or to produce the OOC\iiiiiiits or ffiings reqI.Ii.riii-oy-tIili 1!JtlpOena, you may be subject to the sanctions authorized by Rule 234.5 of the Pennlylvania It.IleI of Civil ~","edw:e, including but not limited to costs, attorney fees and iJlprilOrlMllt. ISSUED BY A PARTY/COUNSEL IN CCH'LIArU WI'nf Pa.R.C.P. No. 234.2(a) NAME. Matthew S. Crosby. Esquire Handler & Wiener ADDRESS. 319 Market Street HarrlsburQ. PA 17108 ~. (717) 238-2000 SUPREME COURT ID. 69367 BY 'nfE COURT. DATE. Prothonotary, Civil Division Seal of the Court Deputy OFFICI/.L N01'E. This fom of subpoena shall be used whenever a subpoena is issUllb1e, including hearings in connection with depcsitions and before ~itrators. masters, oonmissioners, etc. in coopliance with Pa.R.C.E'. No. 234.1. If a subpoena for production of doc:uIm\ts, records or things is desired, call11ete paragr~ 2. *charged for reports and testimony concerning those exams for the last 24 months. EXHIBIT (Rev. 1/90) A R, JAM" AnNOLOS, JR, JOHN HAV"S MICHAIL M. IAOOWIKI . ITlI'HIN L. 'ANKO. J". "OLP I. K"OLL .A....y A. K"ONTMAL LAU"ALII .. SAKI" MICHILI J. TMO"' REYNOLDS & HAVAS ... NU..MION..... COlNlllUftOH ATTORNlva AND eOUNIllORS AT lAW IOll'1Nl.TIIIIT POaT Q.,lel lOX '32 HARRI"URG. PeNNSVlVANIA 17108.0'32 TlLUHONI 17171231.3200 FAX 1717123"_3 I.MAIL f.vh.~.pl..n.' January 9, 1998 VYA FAX/FIRST CLASS MAlL Matthew S. Crosby, Esquire Handler & Wiener 319 Market Street Harrisburg, Pennsylvania 17108-1177 Re: Leaphart VB. Wittig Our File No. 3276-1 Dear Matt: I am in receipt of your subpoena directed to Dr. Friedman, to which I Object. Please adVit me immediately of your authority under Pat R.C.P. No. 03.5 that entitles you to the information sought in the subpo na. If you are able t.o produce same, I will be guided accordingly. Otherwise, I plan to seek sanctions with the court. sinc1lttl ./ E. Kroi, REX/mps .C.IIII..... C~~ TII" MY.....I. by the ~.IIIlNlIut. 01 fll" ~OI..y A ......,.,""..u ~om. COUll ,.."..11I" "'IN'I EXHIBIT B C..TI.IC&~ O. S..VIeR I hereby certify that a true and correct copy of the foregoing was served upon counsel of record on January 21, 1998, by forwarding same by United States First Class Mail, postage prepaid, at Harrisburg, Pennsylvania, addressed as follows: Matthew S. Crosby, Esquire Handler and Wiener Post Office Box 1177 Harrisburg, Pennsylvania 17108-1177 (Attorney for Plaintiff) .' I _., REYNOLDS & HAVAS A professional Corporation (3276) .q.: 00' ~'1 COO -!:!. .. €J .1 4 t=' b: 1"" "'- .,' LJ-; r.- i;.-: .. Ill~, 1 t~ ' ' ~ ( I ..~=:. 4" ,.... ri" I -,' (.)~'t: leT .., 9'" L... l: 0.': CJ\l~ ~j ':.':1' ('oJ w...:,'" : " '~ . .~,- ;~ ..'J. ,..1'1"1 ."J ~. !;J.. 11- '. 0 0:1 ~ :'1 0' (.:I . .. . , JONNIE LEAPIIART. Plointiff IN TIlE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY. PENNSYLVANIA v. CIVIL ACTION - LAW NO. 95-6704 CYNTIlIA LONITA WrrnNO, Defellllonl JURY TRIAL DEMANDED NOTICE OF INTENT TO SERVE A SUBPOENA TO PRODUCE DOCUMENTS AND THINGS FOR PISCOVERY PURSUANT TO RULE 4009.:n Plointiff intends to serve 0 subpoeno idenlicol to the one thot is ottoched to this notice. You hove twenty (20) doys from the dote listed below in which to file of record nod serve upon the undersigned on objection to the subpocno. Ifill! objection is mode. the subpoeno moy be served. By: ew S. Crosby. iDII 69367 319 Morket Street Ilorrisburg. I' A 17108 (717) 238-2000 Allorncys lor I'lointiff )LER AND WIENER Dote: December 30. 1997 t CO) [Pf~( ., . cx:tf'Q.WEAL'nf OF PE7MYLVAHIA CClJHI"{ OF Clt1BEJlLAN) Jonnle Leaphart, Plaintiff I I I File No. 95-6704 I I SUBPOENA TO. Records Custodian. Ellis Friedman. M.D.. 320 Ablngton Drive, Wyomlsslng. PAt 17610 v. Cynthia Lonlta Witting. Defendant 1. You are ordered by the court to come to Handler & Wiener Law Office, 319 Market Street. Harrisburg. PAt 17610 (Specify courtroom or other place) County, Pennsylvania, on at at o'clock, M., to testify on behalf of in the above case, and to remain until excused. 2. And bring with you the following. Any financial records specifically concerning any Independent medical examinations ur re\;urd) review ~haL Or. Fr Illdlllall Ila) I"" fUIIln::d UII behalf of Rnlf ~A krol1. ~~Qulrp. or on bphAlf nf thp lAW firm nf AAynnlrlc I H~V8S. or on behalf of State Farm Insurance Company within the last 24 months. Please Include the number of exams, a~unt ch.aJ::ppd for thp p~am~. amount charlu.rt for r"l.tpd .~"rv I r"~ (~-r~c. I " amount. If you 'fiiI to attend or to produce the 'OOCiJiiiints or tliIilgs reqwziln)y thiI subpOlNl, you may be subject to the sanctions authorized by Rule 234.5 of the PeMay1ven:i.a auel of Civil P~","edure, including but not limited to costs, attomey fees and iJIpri.~t. ISSUED BY A PARTY/COUNSEL IN CCH'LIANCE WI'nl Pa.R.C.P. No. 234.2(a) NAME. Matthew S. Crosby, Esquire Handler & Wiener ADDRESS. ~19 Market Street HarrlsburQ. PA 17108 ~I (717) 238-2000 SUPmtE COURT IDf 69367 -.~\ ~..-~>. f- .. -. ,--. (J (( ))I/;t), . --'.,' i If BY THE COURT I Prothonotary, Civil Divi.ion DATE. seal of the Court Deputy OFFICIAL N01'EI This fom of SUbpceM shall be used whenever a subpoena il illUllble, including hearings in coMection with depositions and before arbitrators, mutan, canmi..ioners, etc. in coopliance with Pa.R.C.P'. No. 234.1. If a subpoena for pxaduction of docuI8nts, records or things is delired, CXlI1Illete paragreph 2. *charged for reports and testimony concerning those exams for the last 24 months. (Rev. 1/90) " to Jonnle Leaphart. Plaintiff v. File No. 95-6704 . . Cynthia Lonlta Witting, Defendant : CERTIFICATE OF SERVICE AND NOW, this ~61l.'day of December, 1997, I, Matthew S. Crosby, hereby certify that on this day, I served a Noticc of Intent to Serve a Subpoena directed to the Records Custodian, Ellis Friedman, M.D. via First Class United States Mail and Certified, Return Receipt Requested, postage prepaid as follows: RolfE. Kroll REYNOLDS & HAVAS 101 Pine Street POBox 932 Harrisburg PA 17108-0932 DLER AND WIENER Date: Ja!3D!q7 w S. Crosby, Es 10# 69367 319 Market Street Harrisburg PA 17108 (717) 238-2000 Attorneys for PlaintilT ~ -. .... ~ \l'I .... C': r;; .. L" Ig - -.JOC. ~-):i': :c: l...)..o:: i1; a.. r1~! F.' N :':i~ .L ... I _..J..._ 't' .-. ' C!! ;;" ld& '.r-: ." ,t"} -, ~- t5. ex: i3 0' !. . . . , ,. " ,.j, Il W Z , w 8.- ~ i' ';:8: ;lJO l: .~8' , ,i' I i II il! ': "'j~ ! II: . ~ g . 0 ," w _ ,0, .J II . " o . z C :t ; 1\ ~fR ,~ 6 1998 . proposed subpoena, attached hereto, made a part hereof and marked "Exhibit A."). On January 21, 1998, Defendant filed a Motion to Quash Plaintiff's subpoena. II. QUlSTION PRESINTID A. WDTBJ:R PLAINTIFF BAS TBJ: RIGHT TO DISCOVER DOcmuarrS RELATING TO THE EXISTENCE OW A WINANCIAL RELATIONSHIP BETWEEN TBJ: DEWENDANT'S EXPERT, THE DEWENSE COUNSEL'S FIlii A!fD TBJ: DE'ENDANT'S INSURANCE COIIPANY WOR TBJ: P'ORPOSE OW IMPEACIDIINT IASJrD UPON INTEREST A!fD lIAS? (Propo.ed anlwer i. in the affirmative.) B. WDTBJ:R PLAINTIFF BAS THE RIGHT TO DISCOVER DOcmuarrS RELATING TO THE EXISTENCE OW A WINANCIAL RELATIONSHIP BETWEEN THE DE'ENDANT'S EXPERT, TBJ: DE'ENSE COUNSEL'S WIlli A!fD TBJ: DE'ENDANT'S INSURANCE COMPANY IECAUSE IT IS NOT UNREASONABLY l'lJRDENSOIm? (Propoled anlwer il in the affirmative.) III. DISCUSSION A. PLAINTI'W BAS THE RIGHT TO DISCOVER DOCUJDNTS ULATIHG TO TBJ: EXISTENCE 0' A WINANCIAL RELATIOHSBIP IETWEEN TBI D.WENDART'S EXPERT, TBJ: DEWENSE COUNSEL'S WIRK AHD TBI D.WENDART'S INSURANCE COJI1IANY 'OR TBI P'ORPOS. OW IIIPEACBIIKNT BASED UPON INTEREST AHD BIAS. The Rules governing discovery in Pennsylvania provide that, "a party may obtain discovery regarding any matter, not privileged, which is relevant to the subject matter involved in the pending action." ~ Pa.R.C.P. 4003.1. Furthermore, it is not grounds for objection that the information sought will be inadmissible at the trial if the information Bought appear. -2.. r.alonably calculated to lead to the dilcovery of adaillible evidence. ~ Pa.R.C.P. 4003.1(b) (emphasis added). It has been established by the Pennsylvania Supreme Court that it is permissible to impeach expert witnesses based upon their partiality to the party for whom the expert is testifying. Grutski v. Kline, 352 Pa. 401, 43 A.2d 142 (1945). It is proper to elicit from an expert the fee that the expert is being paid to testify and whether a personal relationship exists between the expert and either the party calling him or that party's counsel. Smith v. Celotex, 564 A.2d 209, 213 (Pa. Super. 19B9). As recently as December 17, 1997, it has been held that financial information, such as that sought by plaintiff in the present case, is discoverable. Koqod v. Spanqler, CV-97-060B (M.D. Pa. 1997). Defendant contends that the Koqod opinion is inapposite to the case at bar because it is based upon the Federal Civil Rules of Civil Procedure. Defendant fails to mention that Koqod also relies, in large part, on three State Court opinions that clearly were not interpreting the Federal Rules. (See the Koqod opinion, attached hereto, made a part hereof and marked "Exhibit B.") Furthermore, our Superior Court has also held that "a party is always entitled to explore the credibility of a witness and expose any bias or interest which might affect the witness's testimony." ~,Tiburzio-Kellvv. Montqomerv, 6B1 A.2d 757, 767 -3- (pa. Super. 1996) (citing Doualas v. Licciardi Construction Co., 386 Pa. Super. 292, 300, 562 A.2d 913, 917 (1989)). In its opinion, the Tiburzio-Kelly court wrote, inter alia, In the present case, appellants sought to show a professional relationship, beyond the confines of this case, between the experts and the defense attorneys. Certainly evidence of an ongoing relationship between the witnesses and attorneys is information which the jury would want to know about, and we believe is entitled to know about. Tiburzio-Kellv, at 767. In this case, plaintiff seeks to do just that. Plaintiff seeks to impeach Dr. Friedman with information directly related to his work as an expert for the defense. Moreover, the above-stated case law addresses ~ admiaaibilitv of evidence at trial. This case is not even at that stage. plaintiff is only seeking to discover this financial information. She has not yet used it. If the courts of our Commonwealth have consistently held that this type of financial information is admissible at trial, it logically follows that the same information is discoverable. Certainly, the discovery of information concerning the financial relationship between Dr. Friedman and the defense is reasonably calculated tQ ~ tQ the discovery of admissible evidence. The Pennsylvania Supreme Court has previously expressed its unqualified support that "the purpose of all impeachment, of course, is to affect the credibility of the witness... It is beyond dispute that the -4- interest in or bias of a witness towards either side of a lawsuit may be exposed upon cross-examination and ...the blocking of such a line of attack may constitute reversible error." Downev v. Weston, 451 Pa. 259, 263-265, 301 A.2d 635 (1973). For this reason, the discovery of this information should be pern\itted by the court. The Defendant also contends that the discovery sought by Plaintiff is beyond the scope of discovery permitted by Pa.R.C.P. No. 4003.5. Rule 4003.5, however, is not applicable to the subpoena in question. The Rule reads, in pertinent part, (a) Discoverv of facts known and ooinions held bv an expert, otherwise discoverable under the provisions of Rule 4003.1 and acquired or developed in anticipation of litigation or for trial, may be obtained as follows. Pa.R.C.P. No. 4003.5 (emphasis added). The Rule goes on to state the limits of discovery and the manner in which that discovery may be obtained. Defendant's reliance on Rule 4003.5 is misplaced, because the financial records sought by Plaintiff do not fall within the category of "facts known and opinions held by an expert." The information Plaintiff seeks goes only to Dr. Friedman's potential bias and prejudice. Therefore, based upon the plain reading of the Statute, Rule 4003.5 does not even apply to the issue before this Court. -5- B. PLAINTIFF BAS THE RIGHT TO DISCOVlR DO~uaadTS RELATING TO TEl EXISTENCE 0' A FINANCIAL RELATIONSHIP BETWEEN THE DEFENDANT'S EXPERT, THE DEFENSE COUNSEL'S FIRM AND THE DEFENDANT'S INSURANCE COMPANY BECAUSE IT IS NOT UNREASONABLY BURDENSOME Rule 4011 of the Pennsylvania Rules of Civil Procedure states that "No discovery shall be permitted which... (b) would cause unreasonable annoyance, embarrassment, oppression, burden, or expense to the deponent or any person or party." The burden is on the objecting party to establish that the discovery sought is unreasonably burdensome. Spence v. Caesars Paradise Stream Resort, 20 D.&C.4th 426, 429(1994). All discovery creates some degree of annoyance; therefore, if the benefits to be obtained by the discovery outweigh the annoyance or burden, the discovery should be permitted. ~ at 429, (quoting Lynn Enqineerinq & Mfq. Co. v. Achev, 73 D.&C.2d 129 (1976)). The Defendant contends that the discovery sought is unreasonably burdensome. The basis for this contention is that Defendant does not believe that Dr. Friedman has his patient files indexed by their referring insurance carrier or attorney. Surely, however, Dr. Friedman can easily distinguish between those patients who are part of his regular practice and those patients who he has either seen only once or not at all (the latter, being in the case of records reviews). Plaintiff further presumes that defense counsel could shed some light on those individuals his law firm has sent to Dr. Friedman. The benefits to be obtained by exposing Dr. Friedman's bias and partiality in .6- .': ~:"-:'~:'~#_'~'. .~~~;," f~'::C~'i2A:~y;K~,", '.', j, "i ;\' " e ., ''; !lCHIIUT " i' \' '...: . 'JI'1lJii!~Wi!lJ ~4~1;W,1Ib-..'uu 111m .l. ., -- --------....-"..------~ -_.-.-_.~~ HT__'''__....__ -.._- "."_.. - ,-",,--,"'.'~ "_:.u._.~...___ __~...... , . '.) 0 '" C'CH1JtM'.AL'nf OF ~EmSYLVANIA COONrY OF ClI1BEIU..AKl Jonnle Leaphart, Plaintiff v. I I I File No. 95-6704 I I SUBPOENA Cynthia Lonlta Witting, Defendant TO. Records Custodian. Ellis Friedman, M.D.. 320 Abtngton Drive, Wyomlsslng, PA. 17610 1. You are ordered by the court to come to Handler & Wiener Law Office. 319 Market Street. Harrisburg. PA, 17610 at (Specify courtroom or other place) County, Pennsylvlll\ia, on at o'clock, M., to testify on behalf of in the above case, and to remain until excused. 2. And bring with you the following I Any financial records specifically concerning any independent medical examinations ur rt:curd::i rt:vl~w lohdt. Dr. Friedman 1,0:) Jlt:I fUllucd VII behalt of Rnlf fa Kroll. E~qlJirp nr on hph~lf of thp lAW firm of ~pynnlr1c & Hava~. or on behalf of State Farm Insurance Company within the last 24 months. Please Include the number of exams. unt* I you to attend or to produce the CIocurents or t ' 911 re Y t a 15 you may be subject to the sanctions authorized by Rule 234.5 of the Pennsylvania 1l1le. of Civil ~........dure, including but not limited to costs, attorney fees liIld iqlril5Onnent. ISSUED BY A PARTY/COUNSEL IN c:cH'UANCE WI'nl Pa.R.C.P. No. 234.2(a) NAME I Matthew S. Crosby. Esquire Handler & Wiener ADDRESS I 319 Morket Street HarrlsburQ, PA 17108 .", ,-:.:--. "."(r\, ri'~'>" ~ ( ,I' ":,..' \. TELEPHONE. (717) 238-2000 SUPREME COURT IDf 69367 BY 'nfE COURT I DATt:1 Prothonotary, Civil Division Seal of the Court Deputy OFFICI/.L t<<:m:1 This fOIm of sUbpcena shall be used whenever a subpoena is issuable, including hearings in connection with depositions and before arbitrators, IlIIIlIters, ClOlmIissioners, etc. in conpliance with Pa.R.C.P'. No. 234.1. If II subpcena for production of doc:I.m!nts, reoords or things is desired, carplete paragraph 2. *charged for reports and testimony concerning those exams for the last 24 months. (Rev. 1/90) F.XNYlUT II ~~ ..".~ " "r !e 'I . -..-...."'.........-.......~~,.,_..~....-" - ----.-'"-.-~-_.__i4.,. li'l'lLa 'I~-- .-.' -~~.-"'--- "","- .".., .~.-_.._..,-,. .- .,... ~_. '. .'- ..._.-+~,~""'-----",.. .- '. UNITED STATES DISTRICT COURT FOR THE MIDDLE DISTRICT OF PENNSYLVANIA SANDRA KANU KOGOD, CIVIL NO. 1.CV-97-0608 Plaintiff (Judge Caldwell) v. (~agistrate Judge Smyser) ANITA M. SPANGLER, Defendant v. FILED HARRISBURG. PA LIAME WHITE, Third-Party Defendant, DEe 17 1997 ORDER , Ni"RE/\. r.L~"'( - The plaintiff commenced this action by filing a complaint on April 18, 1997. On May 12, 1997, the defendant filed an answer to the complaint, and on May 14, 1997, the defendant filed a third party complaint. On July 17, 1997, the third-party defendant filed an answer to the third-party complaint. I:XHTRTT R , "'0 72" (RIY 8182) November 13, 1997, the defendant filed a motion for a protective order and to quash the subpoena served by the plaintiff on the records custodian of Perry A. Eagle, M.D. On November 13, 1997, the defendant filed briefs in support of these motions. On November 24, 1997, the plaintiff filed briefs in opposition to the three motions filed by the defendant. No reply briefs have been filed. The defendant contends that the subpoena to State rarm Insurance Company should be quashed because evidence of insurance is not admissible, because evidence of other exams performed for State Farm or at the direction of defense counsel are not relevant, because an expert r.lay not be cross-examined with regard to receipt of fees for medical or legal cases other than the one being tried, and because the subpoena is unduly burdensome. The defendant contends that the subpoena to the records custodian at York Hospital should be quashed because evidence of Dr. Eagle's hospital privileges, operating schedule 5 , 1\0 721\ (Rty 8182) examine the defendants' experts to attempt to show a professional relationship, beyond the confines of the case at bar, of the experts and the defense attorneys) . The discovery sought by the plaintiff regarding Dr. Eagle'S work for State Farm and defendant's counsel may be relevant to Dr. Eagle's bias or prejudice. The discovery sought by the plaintiff regarding Dr. Eagle's hospital privileges, operating room schedule and procedures performed may be relevant to Dr. Eagle's qualifications as an expert. The defendant states in a conclusory fashion that the subpoenas are unduly burdensome. If information sought through discovery is relevant, the burden is on the party opposing discovery to show that the request is unduly burdensome. sea 51enerally Cipollone v I,i~51ett Group. Inc., 785 F.2d 1108, 1121 (3d Cir. 1986) ("Broad allegations of harm, unsubstantiated by specific examples or articulated reasoning, do not satisfy the Rule 26 (c) test."). The defendant has not explained how or why the subpoenas are unduly burdensome. 9 , 1.0 721. (R...81B2) aMI fiCA TE Qf SEflVICE I hereby certify that a true and correct copy of the foregoing document was served on Cynthia Lonita Wittig, by sending a copy of the same to her attorney of record, Rolf E. Kroll, Esq., REYNOLDS & HAVAS, 101 Pine St., P.O. Box 932, Harrisburg, PA 17108. 0932, by United States Mail, regular service, in Harrisburg, PeMsylvania on February 6, 1998. B ew S. Crosby' Attorney 1.0. #69367 P.O. Box 1177 Harrisburg, PA 17108 (717) 238.2000 Attorneys for Plaintiff DATE: ,),6 'fr . fal\an...r\l.aphart..q JONNIE LEAPHART, PLAINTIFF IN THE COURT OF COMMON PLEAS CUHBERLAND COUNTY, PENNSYLVANIA v. NO. 95-6704 CIVIL TERM () r" ~i\.1 g:\y JURY TRIAL DEMANDED r. :" .;~ t". ;:r: j ..... () ;.,,-~ PLAINTIFF'S ANSWER TO DEFENDANT'S MOTION TO OUASH~ PURSUANT TO PAt R.C.P. NO. 234.2 AND OBJEcTIONS TO SUBPOENA PURSUANT TO RULE 4009.21 ,rJ n \J' -\1 .., ':l rn ~., ;:g uJ I '()~ ,1' 1I I,:.,.., ::- ;;i~ . r o. - 5111 - .. ---I -~ :::> ~ C.:I .... CIVIL ACTION - LAW CYNTHIA LONITA WITTIG, DEFENDANT AND NOW comes the Plaintiff, JONNIE LEAPHART, by and through her attorneys, HANDLER & WIENER, by Matthew S. Crosby, Esq., and answers the Defendant's Motion to Quash as follows: 1. Admitted. 2. Admitted in part and Denied in part. It is admitted that defense counsel objected to Plaintiff's subpoena in a letter dated January 9, 1998. It is specifically denied, however, that the discovery sought is beyond the scope of Pa.R.C.P. No. 4003.5. By way of further answer, Rule 4003.5 does not apply in the instant case because the discovery sought does not deal with "facts known and opinions held by an expert." ~ Pa.R.C.P. 4003.5. -1- , 3. Admitted. 4. Admitted in part and Denied in part. It is admitted that defense counsel requested case law on this issue. It is specifically denied, however, that the opinion in Koqod v. Soanqler, CV-97-060B (M.D. Pa. 1997), was "based upon the Federal Rules of civil Procedure." In fact, the Koqod opinion relied primarily on Pennsylvania case law and cited no less than three Pennsylvania cases, including Grutski v. Kline, 43 A.2d 142 (1945), a Pennsylvania Supreme Court opinion. 5. Admitted in part and Denied in part. It is admitted that defense counsel requested a withdrawal of Plaintiff's subpoena in a letter dated January 19, 199B. It is again, however, specifically denied that the Koqod opinion was "based upon the Federal Rules of Civil Procedure." The Federal Rule of Civil Procedure defense counsel refers to is identical to Rule 4003.1 of the Pennsylvania Rules of Civil Procedure. 6. Denied. Pa.R.C.P 4003.5 governs the "discovery of facts known and opinions held by an expert," and does not apply in.the instant case because the discovery Plaintiff seeks does not include "facts known or opinions held" by Dr. Friedman. ~ Pa.R.C.P. 4003.5. 7. Denied. By way of further answer, Pa.R.C.P. 4010 does not apply in the instant case because it governs when a party shall be forced to undergo a physical or mental examination and when a party shall receive the physician's medical report based on this examination. This Rule does not govern the discovery -2- , sought in the instant case, namely, financial records of a third party that might indicate bias or partiality. ~ Pa.R.C.P. 4010. 8. Denied. By way of further answer, Plaintiff is merely following the procedure set forth in Pa.R.C.P. 4009.21 that governs the issuance and service of subpoenas upon persons not a party to the action. 9. Denied. By way of further answer, it is the objecting party who has the burden of proving why the discovery sought should not be permitted. This is expressly stated in Rule 4009.21. Also, as stated previously, Pa.R.C.P 4003.5 does not apply in the instant case, because the discovery plaintiff seeks does not include "facts known or opinions held" by Dr. Friedman. ~ Pa.R.C.P. Nos. 4003.5 and 4009.21 10. Denied. The averments contained in Paragraph 10 and subsections (a) and (b) are specifically denied. By way of further answer, the burden is on the Defendant to establish that the discovery sought is unreasonably burdensome. Defendant has not met this burden. 11. Denied. The averment contained in Paragraph 11 is specifically denied. By way of further answer, the discovery at issue was requested in order to show bias or partiality on behalf of Dr. Friedman toward defense counsel, defense counsel's law firm, and/or State Farm Insurance company. The courts of this commonwealth have consistently held that such information is -3- , extremely relevant. 12. The averment contained in Paragraph 12 does not require a response. .4- ,," L,', " (!>:~:i ' 'it':i'j:lS:,;,'lr .~ ;~~~r::' . ., , IE /w 'z I i 1= ~f:;~;i a II'. iIIS::;~:;;~i~ ~' iEit"j;,;!ld,: : ~:-'!'~.~ ~,i;~::.:,J:Y;';r.~t1 I \:'<'~}~i :1:' , .,.,,'," -... .. "'." ;,--;:;'" c .~. .. . . . , . ......" f ..r"r....- . ........ .' '-4l JOIINII LIAl'IlART, PLAINT II'I' IN THE COURT 01' COIIKON PLUS CUllBERLAND COmn'Y,pIDfNSYLVAHIA v. NO. 95-6704 CIVIL TERM CIVIL ACTION - LAW CYNTBIA LONITA WITTIG, DII'IDfDAHT JURY TRIAL DEHAHDED ORDER 01' COURT AND NOW, this ____day of 1998, upon consideration of the within pleading, IT IS RIRIBY ORDIRID that the Defendant's Motion to Quash Pursuant to Pa. R.C.P. No. 234.2 and Objections to subpoena Pursuant to Rule 4009.21 be dismissed and Plaintiff is hereby permitted to serve the subpoena on Dr. Ellis Friedman. BY THB COURT. J. hI\.......\l...b&rt. -'I JORRI. LUPBART, PLAINTI" IN TIm COUJI.T 01' COIIIION PLUS cmm.aLAlfD COUNTY, pmmSYLVANIA v. NO. 95-6704 CIVIL TKRK CIVIL ACTION - LA" Cl~&.IA LONITA "ITTIQ, D.I'DIlANT JURY TRIAL DIllAlQ)a) PLAINTIFF' S ANsna TO J).I'DtIANT' S IIOTIOR TO OUASH PURSUANT TO Pol. a.c.p. NO. 234.2 AHD OB3cTIOHS TO SUBPODA PURSUANT TO am. 4009.21 AND NO" comes the plaintiff, JONNIE LEAPHART, by and through her attorneys, HANDLER & WIENER, by Matthew S. Crosby, Esq., and answers the Defendant'S Motion to Quash as follows: 1. Admitted. 2. Admitted in part and Denied in part. It is admitted that defense counsel objected to plaintiff's subpoena in a letter dated January 9, 1998. It is specifically denied, however, that the discovery sought is beyond the scope of Pa.R.C.P. No. 4003.5. By way of further answer, Rule 4003.5 does not apply in the instant case because the discovery sought does not deal with "facts known and opinions held by an expert." SG Pa.R.C.P. 4003.5. -1- 3. Admitted. 4. Admitted in part and Denied in part. It is admitted that defense counsel requested case law on this issue. It is specifically denied, however, that the opinion in Kogod v. Spanaler, CV-97-0608 (M.D. Pa. 1997), was "based upon the Federal Rules of Civil Procedure." In fact, the Koaod opinion relied primarily on Pennsylvania case law and cited no less than three Pennsylvania cases, including Grutski v. Kline, 43 A.2d 142 (1945), a Pennsylvania Supreme Court opinion. 5. Admitted in part and Denied in part. It is admitted that defense counsel requested a withdrawal of Plaintiff's subpoena in a letter dated January 19, 1998. It is again, however, specifically denied that the Koaod opinion was "based upon the Federal Rules of Civil Procedure." The Federal Rule of Civil Procedure defense counsel refers to is identical to Rule 4003.1 of the Pennsylvania Rules of Civil Procedure. 6. Denied. Pa.R.C.P 4003.5 governs the "discovery of facts known and opinions held by an expert," and does not apply in the instant case because the discovery Plaintiff seeks does not include "facts known or opinions held" by Dr. Friedman. ~ Pa.R.C.P. 4003.5. 7. Denied. By way of furthe~ answer, Pa.R.C.P. 4010 does not apply in the instant case because it governs when a party shall be forced to undergo a physical or mental examination and when a party shall receive the physician's medical report based on this examination. This Rule does not govern the discovery -2- sought in the instant caso, namely, t.inancial records of a third party that might indicate bias or partiality. ~ Pa.R.C.P. 4010. 8. Denied. By way of further answer, Plaintiff is merely following the procedure set forth in Pa.R.C.P. 4009.21 that governs the issuance and nervice of subpoenas upon persons not a party to the action. 9. Denied. By way of further answer, it is the objecting party who has the burden of proving why the discovery sought should not be permitted. This is expressly stated in Rule 4009.21. Also, an stated previouslY, Pa.R.C.P 4003.5 does not apply in the instant case, bocause the discovery plaintiff seeks does not include "facts known or opinions held" by Dr. Friedman. SAA Pa.R.C.P. Nos. 4003.5 and 4009.21 10. Denied. The avsrments contained in paragraph 10 and subsections (a) and (b) are specifically denied. By way of further answer, the burden is on the Defendant to establish that the discovery sought is unreasonably burdensome. Defendant has not met this burden. 11. Denied. The averment contained in paragraph 11 is specifically denied. By way of further answer, the discovery at issue was requested in order to show bias or partiality on behalf of Dr. Friedman toward defense counsel, defense counsel's law firm, and/or State Farm Insurance company. The courts of this commonwealth have consistently held that such information is .J. JONNIE LEAPHART, Plaintiff IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA v. No. 95-6704 CYNTHIA LONIT A WITTING, Defendant CIVIL ACTION - LAW CERTIFICATE OF SERVICE I hereby certify that I have selVed a true and correct copy of the foregoing Notice To Attend on all counsel of record by placing the same in the United States Mail at Harrisburg, Pennsylvania, first-class postage prepaid, on the ~day of April, 1998, addressed as follows: RolfE. Kroll, Esquire REYNOLDS & HAVAS 101 Pine Street POBox 932 Harrisburg PA 17108-0932 (Counsel for Defendants) LER AND WIENER By: Matthew S. Crosby, Supreme Court ID /I 319 Market Street POBox 1177 Harrisburg P A 17108 (717) 238-2000 Attorneys for Plaintiff . ~ "I ~ '" .. a~ r '" ~~ :;:: uiE C4. ~ C!i;:! c:.' .:I' wi 1{ C'\I ~ 8.: oct' <;-' ~ ca a en - 0 Q -r .j o oJl .A" ~ In >- ~ - (~ Ll~ l~ - 8 t-' M ,;.. <. a ~Q. ) " ... 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IID100 MMtI:>> 0: LEAPHART. Plllntlrr : IN THE COURT OF COMMON PLEAS :CUMBERLAND COUNTY. PENNSYLVANIA : NO, 9!-6704 CIVIL TERM v. : CIVIL ACTION - LAW : JURY TRIAL DEMANDED CYNTHIA LONITA WITTIG Defendant ftlAJ:CIPE . TO THE PROTHONOTARY: Please mark the above-captioned matter settled, discontinued and satisfied. BY: DATE: I L?rJlq~ I Itthew S. 319 Market St. P.O. Box 1177 Hlrrlsburg. PA 17108 Tel. No.: 717-138-1000 Supreme Court ID No.69367 Attorneys for Plaintiff