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Barrick v. Holy Spirit Hospital of the Sisters of Christian Charity
32 A.3d 800
| Pa. Super. Ct. | 2011
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Background

  • Barrick v. Holy Spirit Hospital and Sodexho entities; appellate review of subpoena enforcement order.
  • Plaintiffs allege spinal injuries from a hospital cafeteria chair collapse; Dr. Green treated Barrick as orthopedist.
  • Sodexho served subpoenas under Pa.R.C.P. 4009.21 seeking complete Barrick medical chart from Appalachian; update provided in 2009.
  • Appalachian produced medical records and a separate update noting some non-treatment records not produced.
  • Sodexho moved to enforce the subpoena on June 29, 2009; trial court held an in camera review and then granted enforcement.
  • Court of appeals held the subpoena exceeded the scope of 4003.5 and the communications were not discoverable; reversed and remanded.

Issues

Issue Plaintiff's Argument Defendant's Argument Held
Whether the subpoena seeking Dr. Green's and counsel's communications is proper Barrick argues 4003.5 limits to expert testimony; letters fall outside scope. Sodexho contends broader discovery permitted; communications may be relevant to expert testimony. Order reversed; communications not discoverable under 4003.5 and 4003.3

Key Cases Cited

  • Cooper v. Schoffstall, 588 Pa. 505 (2006) (restricts scope of discovery from non-party experts; cause shown required for further discovery)
  • McGovern v. Hospital Service Assoc., 785 A.2d 1012 (Pa. Super. 2001) (untimely objections may still preserve privilege challenge in discovery)
  • T.M. v. Elwyn, Inc., 950 A.2d 1050 (Pa. Super. 2008) (work-product doctrine; in camera review may be needed to determine privilege scope)
  • Womer v. Hilliker, 589 Pa. 256 (2006) (substantial compliance standard for procedural rules)
  • Bednar v. Dana Corp., 962 A.2d 1232 (Pa. Super. 2008) (construction of discovery rules; intent of Supreme Court controls)
  • Gocial v. Independence Blue Cross, 827 A.2d 1216 (Pa. Super. 2003) (work-product doctrine explained; scope and exceptions)
Read the full case

Case Details

Case Name: Barrick v. Holy Spirit Hospital of the Sisters of Christian Charity
Court Name: Superior Court of Pennsylvania
Date Published: Nov 23, 2011
Citation: 32 A.3d 800
Docket Number: 1856 MDA 2009
Court Abbreviation: Pa. Super. Ct.