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Kelly Systems v. Fiore, L. v. OGP Architects
198 A.3d 1087
Pa. Super. Ct.
2018
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Background

  • Kelly Systems (subcontractor) contracted with Fiore (general contractor) to install exterior panels; OGP was the architect under a separate subcontract.
  • Kelly claimed OGP’s drawings were defective, sought a $225,000+ change order from Fiore, and proceeded to implement its own solution after Fiore rejected the change order.
  • Kelly sued Fiore for payment (including Count for damages from defective specifications). Fiore answered and filed a joinder complaint adding OGP as an additional defendant, alleging OGP’s professional negligence caused Kelly’s damages.
  • OGP filed a Rule 1042.6 notice seeking non pros for Fiore’s failure to file a Certificate of Merit under Pa.R.C.P. 1042.3.
  • The trial court held Fiore did not need to file a Certificate of Merit because Fiore’s negligence allegations against OGP were related to the negligence alleged in Kelly’s original complaint, so Rule 1042.3(c)(2) applied.
  • OGP appealed; the Superior Court treated the appeal as a collateral order and affirmed the trial court.

Issues

Issue Kelly's Argument OGP's Argument Held
Whether Fiore had to file a Certificate of Merit when joining OGP as an additional defendant under Pa.R.C.P. 2252 Fiore relied on incorporation of Kelly’s complaint; the negligence alleged against OGP is related to the negligence alleged in Kelly’s complaint, so no separate Certificate of Merit required under Rule 1042.3(c)(2) Kelly’s claims against Fiore are contract-based; Fiore’s claims against OGP are tort-based and thus Fiore must file a Certificate of Merit (incorporation without admitting is insufficient) Court held Fiore need not file a Certificate of Merit because the negligence claims were related and Rule 1042.3(c)(2) applies
Whether OGP’s appeal was from an appealable collateral order (not asserted by Kelly) OGP argued immediate review was required to protect the Certificate of Merit mechanism and avoid irreparable loss Court found the order met collateral-order criteria (separable, important, irreparably lost) and exercised jurisdiction
Whether Kelly’s Count for defective specifications sounds in negligence or contract (relevant to Rule 1042.3 analysis) Kelly’s Count alleging defective specifications and damages arises from defective design and thus sounds in negligence requiring expert proof OGP argued Kelly’s claim flows from contract/change-order procedures and is contract-based Court concluded Count 2 sounded in negligence (design defect and causation are tort issues)
Whether incorporation of another party’s complaint without admission permits joinder under Rule 2252 without Certificate of Merit Fiore argued incorporation ties the negligence allegations together so no new, unrelated negligence claim is asserted against OGP OGP argued incorporation without admission should not circumvent Rule 1042.3 and allow tort claims without a Certificate of Merit Court held incorporation may suffice under Rule 1042.3(c)(2) if the negligent acts are related; a defendant need not admit plaintiff’s allegations to invoke the joinder exception

Key Cases Cited

  • Bruno v. Erie Ins. Co., 106 A.3d 48 (Pa. 2014) (articulates the "gist of the action" duty-based test to distinguish contract vs. tort claims)
  • Merlini ex rel. Martini v. Gallitzin Water Auth., 980 A.2d 502 (Pa. 2009) (distinguishes professional negligence from ordinary negligence)
  • Commonwealth v. Harris, 32 A.3d 243 (Pa. 2011) (sets collateral order three-part test under Pa.R.A.P. 313)
  • Melvin v. Doe, 836 A.2d 42 (Pa. Super. 2003) (counsels narrow construction of collateral order doctrine to avoid piecemeal appeals)
  • Rae v. Pennsylvania Funeral Dirs. Ass’n, 977 A.2d 1121 (Pa. 2009) (warns against piecemeal litigation and directs strict application of collateral order requirements)
Read the full case

Case Details

Case Name: Kelly Systems v. Fiore, L. v. OGP Architects
Court Name: Superior Court of Pennsylvania
Date Published: Oct 31, 2018
Citation: 198 A.3d 1087
Docket Number: 1714 WDA 2017
Court Abbreviation: Pa. Super. Ct.