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