HomeMy WebLinkAbout96-4556 CivilLARRY NORTON and
ALISA NORTON,
Plaintiffs
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SHASHIKANT B. PATEL, MD.,:
ANDREWS & PATEL
ASSOCIATES, P.C.,
ANASTASIUS O. PETER, M.D.,:
SUSQUEHANNA SURGEONS,
LTD., STEPHENSON
SWAMIDOSS, M.D., DEAN G.
TAYLOR, M.D., and
CYTOMETRY ASSOCIATES,
Defendants
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION - LAW
NO. 96-4556 CIVIL TERM
ALISA NORTON, Individually
and as Executrix of the ESTATE
OF LARRY NORTON,
Deceased,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
Vo
CIVIL ACTION - LAW
KLAUS F. HELM, M.D., THE
HERSHEY MEDICAL CENTER,:
HIM G. KWEE, M.D.,
HARRISBURG HOSPITAL, and:
HOLY SPIRIT HOSPITAL,
Defendants
NO. 97-7057 CIVIL TERM
IN RE: MOTION FOR SUMMARY JUDGMENT OF
STEPHENSON SWAMIDOSS, M.D.
BEFORE HOFFER, P.J., OLER and GUIDO, JJ.
OPINION and ORDER OF COURT
OLER, J., October 15, 2002.
In this medical malpractice case, Plaintiff,~ representing the estate of the decedent,
Larry Norton, has sued, inter alia, Defendant Stephenson Swamidoss, M.D., a pathologist
who served as a consultant in the diagnosis of Mr. Norton. In Plaintiff's complaint, it was
alleged that Defendant Swamidoss, who was provided with a lymph node specimen taken
from Mr. Norton by his treating physicians, "was negligent in his treatment and care" of
Mr. Norton based on his incorrect diagnosis of the cancer present in the specimen as
lymphoma, the type of cancer for which Mr. Norton was treated, and on his failure to
recommend further testing on the specimen to exclude the possibility of leukemia, the
type of cancer from which Mr. Norton actually suffered and eventually died)
Plaintiff did not submit an expert report critical of Defendant Swamidoss with
respect to his conduct in examining the specimen.3 However, shortly before the close of
discovery in this case, Defendant Cytometry Associates submitted an expert report that
asserted that Defendant Swamidoss, in failing to recommend additional testing in the
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specimen, did not act within the applicable standard of care.
~ Larry Norton died shortly after commencement of the original action in this
consolidated case. See supra note 2. Accordingly, although two parties are listed as
plaintiffs in this case, the court will use the term in its singular capacity, and, for purposes
of this opinion, all references to Plaintiff should be construed as meaning Alisa Norton.
2 Pl.'s Compl., filed Aug. 14, 1996, paras. 8, 23, 76, 106. This case was originally
commenced as two separate actions, docketed at No. 96-4556 Civil Term and at No. 97-
7057 Civil Term. The two actions were later consolidated for purposes of discovery and
trial at No. 96-4556 Civil Term. Order of Ct., May 29, 1998.
3 During the discovery phase of this case, Defendant Swamidoss moved for court
approval of a discontinuance of the action as to Defendant Swamidoss on the ground that
no expert reports had been produced that were critical of Defendant Swamidoss. Plaintiff
did not object to the discontinuance, and the motion was granted by the court conditioned
on the continued lack of expert reports critical of Defendant Swamidoss. Order of Ct.,
June 5, 2002. Following this order, Defendant Cytometry produced expert reports critical
of Defendant Swamidoss with respect to his participation in the care of Mr. Norton, and,
as such, the discontinuance as to Defendant Swamidoss was vacated by a subsequent
order of court. Order of Ct., July 16, 2002.
4 See Mot. for Summ. J. of Stephenson Swamidoss, M.D., filed July 17, 2002, ex. 2
(expert report of Kenneth M. Algazy, M.D., on behalf of Defendant Cytometry).
2
Soon after the close of discovery, Defendant Swamidoss filed a motion for
summary judgment with respect to Plaintiff's claims against him. Presently, no other
claims are outstanding against Defendant Swamidoss. In his briefs and at oral argument,
Defendant Swamidoss advanced two principal arguments in favor of summary judgment:
(1) although Defendant Cytometry submitted an expert report critical of Defendant
Swamidoss, summary judgment is appropriate because Plaintiff, who bears the burden of
proof for its claims, failed to submit an expert report critical of Defendant Swamidoss
and, thus, failed to establish a primafacie cause of action for medical malpractice; and,
(2) if the court does consider, for purposes of ruling on the motion for summary judgment
as to Plaintiff's claims, the expert reports submitted by Defendant Cytometry, summary
judgment is appropriate because the assertions of negligence contained in the expert
report do not relate, and are not material, to the theories of liability suggested by the
allegations in PlaintiWs complaint, and, as such, a prima facie cause of action has not
been established.
For the reasons stated in this opinion, the motion will be denied.
STATEMENT OF FACTS
In the context of a motion for summary judgment, the record, defined as "any"
pleadings, depositions, answers to interrogatories, affidavits, admissions, and expert
reports, see Pa. R.C.P. 1035.1, "must be viewed in the light most favorable to the [non-
moving] party, and all doubts as to the existence of a genuine issue of material fact must
be resolved against the moving party." Dean v. Commonwealth, 561 Pa. 503, 507, 751
A.2d 1130, 1132 (2000). Upon application of this standard of review to the record as it
has developed, the relevant facts of this case may be summarized as follows:
In 1995, Larry Norton, the decedent, consulted physicians concerning, inter alia,
skin lesions on various parts of his body and was initially diagnosed with lymphoma, a
type of cancer affecting the lymph nodes.5 After taking a biopsy of Mr. Norton's lymph
5 P1.'s Compl., filed Aug. 14, 1996, paras. 2-4, 14, 16; Answer and New Matter of Defs.
Shashikant B. Patel, M.D. and Andrews and Patel Associates, P.C., filed Oct. 23, 1996,
paras. 2-4, 14, 16; Answer and New Matter of Def., Stephenson Swamidoss, M.D. to
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nodes, the treating physicians sent a specimen to Defendant Stephenson Swamidoss,
M.D., a pathologist, who also concluded that the lymph nodes showed signs of
lymphoma.6 The specimen was then forwarded to Defendant Cytometry Associates, an
organization that, among other things, provides laboratory evaluations on biopsied
materials to detect indications of various types of cancers, including lymphoma and
leukemia.7
Following initial testing, Defendant Cytometry reported to Defendant Swamidoss
that the specimen was consistent with lymphoma, but additional testing was being
conducted to confirm this conclusion.8 In approximately July 1995, Defendant
Swamidoss reported this finding to the treating physicians, who began a procedure
referred to as "CHOP" chemotherapy, a procedure used to treat lymphoma, but not
leukemia.9
In late July 1995, while Mr. Norton was being treated through CHOP
chemotherapy, Defendant Cytometry sent to Defendant Swamidoss the final results of the
testing, which suggested only an eleven-percent likelihood that the specimen exhibited
Pls.' Compl., filed Sept. 26, 1996, paras. 2-4, 14, 16; see a/xo Pl.'s Expert Submissions,
filed Feb. 11, 2002, pts. 1, 5.
6 Pl.'s Compl., filed Aug. 14, 1996, paras. 22-23; Answer and New Matter of Defs.
Shashikant B. Patel, M.D. and Andrews and Patel Associates, P.C., filed Oct. 23, 1996,
paras. 22-23; Answer and New Matter of Def., Stephenson Swamidoss, M.D. to Pis.'
Compl., filed Sept. 26, 1996, paras. 22-23; see a/xo Pl.'s Expert Submissions, filed Feb.
11, 2002, pts. 1, 5.
7 Pl.'s Compl., filed Aug. 14, 1996, paras. 10, 25; Answer and New Matter of Defs.
Shashikant B. Patel, M.D. and Andrews and Patel Associates, P.C., filed Oct. 23, 1996,
paras. 10, 25; Answer and New Matter of Def., Stephenson Swamidoss, M.D. to Pis.'
Compl., filed Sept. 26, 1996, paras. 10, 25; see a/xo Pl.'s Expert Submissions, filed Feb.
11, 2002, pts. 1, 5.
8 Pl.'s Expert Submissions, filed Feb. 11, 2002, pts. 1, 5; see Mot. for Summ. J. of
Stephenson Swamidoss, M.D., filed July 17, 2002, ex. 2 (expert report of Kenneth M.
Algazy, M.D., on behalf of Defendant Cytometry).
9 Pl.'s Expert Submissions, filed Feb. 11, 2002, pts. 1, 5; see Mot. for Summ. J. of
Stephenson Swamidoss, M.D., filed July 17, 2002, ex. 2 (expert report of Kenneth M.
Algazy, M.D., on behalf of Defendant Cytometry).
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signs of lymphoma, rather than another condition such as leukemia,l° Defendant
Swamidoss forwarded these results to the treating physicians without requesting
additional explanation or further testing by Defendant Cytometry and without advising
physicians to stop the CHOP chemotherapy. The treating physicians received the report
but proceeded with the chemotherapy treatments for lymphoma. ~
In 1996, after it became clear that the chemotherapy treatments were unsuccessful,
Mr. Norton visited Johns Hopkins Medical Center, where he was diagnosed with "acute
myelogenous leukemia" (AML). At this stage of the disease, several treatment options
had been foreclosed because of the delay in diagnosis and the inappropriate use of CHOP
chemotherapy. Mr. Norton died later that year.
DISCUSSION
With respect to Defendant Swamidoss's first argument, that summary judgment
should be granted because Plaintiff did not submit an expert report critical of Defendant
Swamidoss, the court is of the opinion that it would be improper to grant the motion for
summary judgment solely on that basis when a co-defendant has introduced an expert
report that supports a finding of liability against the moving defendant. Pennsylvania
Rule of Civil Procedure 1035.2, which establishes the procedure and standards applicable
to a motion for summary judgment, provides as follows:
After the relevant pleadings are closed, but within such time as not to
unreasonably delay trial, any party may move for summary judgment in
whole or in part as a matter of law
(1) whenever there is no genuine issue of any material fact as to a
necessary element of the cause of action or defense which could be
established by additional discovery or expert report, or
(2) if, after the completion of discovery relevant to the motion,
including the production of expert reports, an adverse party who will
l0 Pl.'s Expert Submissions, filed Feb. 11, 2002, pt. 5.
~ Pl.'s Expert Submissions, filed Feb. 11, 2002, pts. 1, 5; see Mot. for Summ. J. of
Stephenson Swamidoss, M.D., filed July 17, 2002, ex. 2 (expert report of Kenneth M.
Algazy, M.D., on behalf of Defendant Cytometry).
~2 Pl.'s Expert Submissions, filed Feb. 11, 2002, pt. 1.
bear the burden of proof at trial has failed to produce evidence of facts
essential to the cause of action or defense which in a jury trial would
require the issues to be submitted to a jury.
Pa. R.C.P. 1035.2. Under subparagraph (2), summary judgment is proper if the record,
defined as "any" pleadings, depositions, answers to interrogatories, affidavits,
admissions, and expert reports, see Pa. R.C.P. 1035.1, "contains insufficient evidence of
facts to make out a prima facie cause of action or defense and, therefore, there is no issue
to be submitted to a jury." Pa. R.C.P. 1035.2 note.
As stated in Rule 1035.2, summary judgment is proper when the record presents
insufficient evidence to "require the issues to be submitted to a jury." Pa. R.C.P.
1035.2(2). Several courts have recognized that this language essentially equates the
standard to be applied in the context of a motion for summary judgment with that of a
motion for compulsory nonsuit at trial. See, e.g., Schindler v. Sofamor, Inc., 774 A.2d
765, 775 n. ll (Pa. Super. Ct. 2001); Berman Props., Inc. v. Delaware County Bd of
Assessment & Appeals', 658 A.2d 492, 494 (Pa. Commw. Ct. 1995). Although the latter
may be made only at the close of the plaintiff's case-in-chief, whereas a motion for
summary judgment must be made before trial, the standard applicable to each is
"substantially the same," and both challenge the sufficiency of the evidence with respect
to one or more claims as against any or all defendants. Schindler, 774 A.2d at 775 n. ll;
see also Gallagher v. Harleysville Mut. Ins. Co., 421 Pa. Super. 192, 202, 617 A.2d 790,
796 (1992). Therefore, in determining whether summary judgment should be granted, it
is appropriate to consider whether, on the basis of the existing record taken in the light
most favorable to the non-moving party, the moving party would be entitled to a
compulsory nonsuit at trial.
Pennsylvania Rule of Civil Procedure 230.1, which establishes the standard
applicable to a motion for compulsory nonsuit at trial, provides, in pertinent part, as
follows:
(c) In an action involving more than one defendant, the court may not
enter a nonsuit of any plaintiff prior to the close of the case of all plaintiffs
against all defendants. The nonsuit may be entered in favor of
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(1) all of the defendants, or
(2) any of the defendants who have moved for nonsuit if all of the
defendants stipulate on the record that no evidence will be presented
that would establish liability of the defendant who has moved for the
nonsuit.
Pa. R.C.P. 230.1. Under this rule, granting compulsory nonsuit in favor of a single
defendant is proper only if it is clear that other defendants will not introduce evidence
tending to establish liability of the moving defendant. See id; see also Frank v. 144. S.
Losier & Co., Inc., 361 Pa. 272, 276, 64 A.2d 829, 830-31 (1949) (stating that the rule
permitting compulsory nonsuit to be granted in favor a single defendant "certainly was
not intended to deprive a defendant of the right to present testimony before a co-
defendant should be relieved from liability by a nonsuit or a directed verdict in his
favor").
Thus, the summary judgment standard under Pennsylvania Rule of Civil
Procedure 1035.2(2), as informed by the rule relating to compulsory nonsuits at trial, may
be stated as follows: Summary judgment is proper "if, after the completion of discovery
relevant to the motion, including the production of expert reports," the record, including
pleadings, depositions, answers to interrogatories, affidavits, admissions, and expert
reports submitted by "any" party, "contains insufficient evidence of facts to make out a
prima facie cause of action or defense and, therefore, there is no issue to be submitted to
a jury.''13 Pa. R.C.P. 1035.1-.2. Because Defendant Cytometry has submitted an expert
report allegedly critical of Defendant Swamidoss, summary judgment should not be
granted solely on the ground that Plaintiff has not submitted an expert report critical of
Defendant Swamidoss.
With respect to Defendant Swamidoss's second argument, that summary judgment
should be granted because the assertions of negligence contained in the expert report
13 The conclusion that the court should consider evidence presented by other defendants
on ruling on a motion for summary judgment is also supported by the definition of
"record" in Rule 1035.1, which includes "any" of the pleadings, depositions, answers to
interrogatories, affidavits, admissions, and expert reports, not merely those submitted by
the plaintiff.
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submitted by Defendant Cytometry are not material to the theories of liability suggested
by Plaintiff's complaint, the court is of the opinion that Defendant Swamidoss has failed
to show clearly that the expert reports, considered in the light most favorable to the non-
moving parties, could not support the allegations of Plaintiff's complaint. "Summary
judgment may be granted only in those cases where the right is clear and free from
doubt," Laich v. Bracey, 776 A.2d 1022, 1024 (Pa. Commw. Ct. 2001), and when the
record "contains insufficient evidence of facts to make out a prima facie cause of action
or defense and, therefore, there is no issue to be submitted to a jury." Pa. R.C.P. 1035.2
note. Generally, in order to establish a prima facie cause of action in circumstances in
which the "alleged negligence is medical in nature," the non-moving parties are required
to introduce expert reports that, when considered "in the light most favorable" to the non-
moving parties, support the allegations of the complaint. Watkins v. Hosp. of Univ. of Pa.,
737 A.2d 263,265-66 (Pa. Super. Ct. 1999); see also Mitzelfelt v. Kamrin, 526 Pa. 54, 62,
584 A.2d 888, 891 (1990); Beach v. Burns Int'l Sec. Servs., 406 Pa. Super. 160, 164, 593
A.2d 1285, 1286 (1991).
At this stage, the court is unable to find, with the degree of certainty required to
entitle Defendant Swamidoss to judgment as a matter of law, that the expert report
introduced by Defendant Cytometry could not reasonably support the allegations of the
complaint. In the expert report introduced by Defendant Cytometry, the following
assertions regarding Defendant Swamidoss are made:
The pathologist, Dr. Swamidoss, was acting as a consultant in
analyzing the tissue and ordering appropriate tests. [Dr. Swamidoss] failed
to recommend definitive testing to rule out AML. This fell below the
standard of care for pathologists working in concert with an oncologist on a
differential diagnosis of lymphoma vs. leukemia.
Furthermore, Dr. Swamidoss failed to secure an expert consultation
from Cytometry Associates or others concerning interpretations of the test
results, while admitting he was unfamiliar with the same. Upon receipt of
the final test results, Dr. Swamidoss, should have recommended stopping
CHOP until flow cytometry was performed on the bone marrow to rule out
alternative disorders (AML). This action is below the standard of care
particularly when the therapies for the disorder are so mutually exclusive. ~4
In the view of the court, this language may support a finding of negligence based on
"failing to diagnose [Mr. Norton's] AML leukemia," "erroneously interpreting bone
marrow aspirate as a lymphoma rather than a leukemia," and "[erroneously]
recommending 'CHOP' chemotherapy without ruling out AML leukemia," all of which
are allegations pertaining to Defendant Swamidoss included in Plaintiff's complaint.~5
Because the assertions in the report potentially may have a "direct" effect on the
disposition of these allegations, Defendant Swamidoss has not proven the lack of any
issue of material fact or entitlement to judgment as a matter of law. 16 As such, in the view
of the court, it would be inappropriate to foreclose consideration of the merits of these
issues at trial.
For the foregoing reasons, the following order will be entered:
ORDER OF COURT
AND NOW, this 15th day of October, 2002, upon consideration of the "Motion
for Summary Judgment of Stephenson Swamidoss, M.D.," and for the reasons stated in
the accompanying opinion, the motion is denied.
~4 See Mot. for Summ. J. of Stephenson Swamidoss, M.D., filed July 17, 2002, ex. 2
(expert report of Kenneth M. Algazy, M.D., on behalf of Defendant Cytometry).
~ See Pl.'s Compl., filed Aug. 14, 1996, para. 106.
16 Defendant Swamidoss also argued, in a supplemental brief, that federal law prohibits
pathologists such as Defendant Swamidoss from ordering additional testing without a
request from the treating physicians, see 42 U.S.C. § 1395nn(h)(5)(c), and, as such,
Defendant Swamidoss cannot be held liable for failing to order testing to rule out the
possibility of leukemia. Assuming argttendo that federal law would prohibit recovery on a
claim that a pathologist failed to order such testing, the expert report submitted on behalf
of Defendant Cytometry suggests that Defendant Swamidoss was negligent for failing to
recommend, not necessarily to order, additional testing. As such, the statutory provisions
cited by Defendant Swamidoss do not entitle him to judgment as a matter of law.
9
BY THE COURT,
/s/J. Wesley Oler, Jr.
J. Wesley Oler, Jr., J.
Joseph M. Melillo, Esq.
4503 North Front Street
Harrisburg, PA 17110
Attorney for Plaintiff
Randall G. Gale, Esq.
305 North Front Street
6th Floor
P.O. Box 999
Harrisburg, PA 17108
Attorney for Defendants Shashikant B. Patel, MD., Andrews & Patel Associates, P.C.
Andrew H. Foulkrod, Esq.
1800 Linglestown Road
Suite 305
Harrisburg, PA 17110
Attorney for Defendant Stephenson Swamidoss, M.D.
Katherine B. Kravitz, Esq.
126 East King Street
Lancaster, PA 17602
Attorney for Defendant Holy Spirit Hospital
Sharon M. O'Donnell, Esq.
Timothy J. McMahon, Esq.
4200 Crams Mill Road
Suite B
Harrisburg, PA 17112
Attorneys for Defendant Cytometry Associates
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LARRY NORTON and
ALISA NORTON,
Plaintiffs
Vo
SHASHIKANT B. PATEL, MD.,:
ANDREWS & PATEL
ASSOCIATES, P.C.,
ANASTASIUS O. PETER, M.D.,:
SUSQUEHANNA SURGEONS,
LTD., STEPHENSON
SWAMIDOSS, M.D., DEAN G.
TAYLOR, M.D., and
CYTOMETRY ASSOCIATES,
Defendants
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION - LAW
NO. 96-4556 CIVIL TERM
ALISA NORTON, Individually
and as Executrix of the ESTATE
OF LARRY NORTON,
Deceased,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
Vo
CIVIL ACTION - LAW
KLAUS F. HELM, M.D., THE
HERSHEY MEDICAL CENTER,:
HIM G. KWEE, M.D.,
HARRISBURG HOSPITAL, and:
HOLY SPIRIT HOSPITAL,
Defendants
NO. 97-7057 CIVIL TERM
IN RE: MOTION FOR SUMMARY JUDGMENT OF
STEPHENSON SWAMIDOSS, M.D.
BEFORE HOFFER, P.J., OLER and GUIDO, JJ.
ORDER OF COURT
AND NOW, this 15th day of October, 2002, upon consideration of the "Motion
for Summary Judgment of Stephenson Swamidoss, M.D.," and for the reasons stated in
the accompanying opinion, the motion is denied.
BY THE COURT,
J. Wesley Oler, Jr., J.
Joseph M. Melillo, Esq.
4503 North Front Street
Harrisburg, PA 17110
Attorney for Plaintiff
Randall G. Gale, Esq.
305 North Front Street
6th Floor
P.O. Box 999
Harrisburg, PA 17108
Attorney for Defendants Shashikant B. Patel, MD., Andrews & Patel Associates, P.C.
Andrew H. Foulkrod, Esq.
1800 Linglestown Road
Suite 305
Harrisburg, PA 17110
Attorney for Defendant Stephenson Swamidoss, M.D.
Katherine B. Kravitz, Esq.
126 East King Street
Lancaster, PA 17602
Attorney for Defendant Holy Spirit Hospital
Sharon M. O'Donnell, Esq.
Timothy J. McMahon, Esq.
4200 Crams Mill Road
Suite B
Harrisburg, PA 17112
Attorneys for Defendant Cytometry Associates