422 P.3d 95
Mont.2018Background
- In Dec. 2006 David Bushong presented to podiatrist Dr. David Huebner with a soft‑tissue mass on the sole of his right foot; Huebner diagnosed a probable benign ganglion cyst, aspirated bloody fluid, sent fluid for infection testing but did not send it for cytology or biopsy, and advised surgery was not emergent.
- About five months later Dr. Ronald Ray ordered a new MRI and referred Bushong to the University of Washington, where he was diagnosed with extraskeletal osteosarcoma; Bushong died in March 2009.
- Plaintiffs (estate, widow, children) sued Huebner and the Great Falls Clinic for medical malpractice alleging failure to diagnose or take steps to diagnose the cancer; after a nine‑day trial the jury found no negligence by Huebner and thus did not reach causation or damages.
- Plaintiffs moved for a new trial raising three primary complaints: refusal to give a statutory loss‑of‑chance jury instruction (§ 27‑1‑739, MCA), exclusion/limitation of testimony and impeachment of treating physician Dr. Ray, and alleged defense counsel misconduct during trial.
- The District Court denied relief; Plaintiffs appealed and the Montana Supreme Court considered standards of review for jury instructions, evidentiary rulings, and motions for new trial.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Whether jury should have been instructed on loss of chance under § 27‑1‑739 | Loss of chance is part of causation and need not be separately pleaded; experts provided sufficient testimony to warrant instruction | Instruction unnecessary here and was not pleaded separately; in any event jury found no negligence so instruction would be moot | No reversible error: because jury found no negligence, any instructional error was harmless and did not affect substantial rights |
| Whether court erred in barring Dr. Ray from testifying that Huebner breached the standard of care and in limiting impeachment on redirect | Dr. Ray was disclosed as a treating physician and later supplementation identified his opinion that Huebner breached standard of care; plaintiffs should be allowed to elicit that opinion and impeach him | Dr. Ray repeatedly stated in two depositions he would not offer standard‑of‑care opinions; defendants lacked adequate notice of any new expert opinion; redirect question was outside scope and plaintiffs failed to preserve offer of proof | Court did not abuse discretion: Dr. Ray disclaimed expert breach opinions so defendants lacked adequate notice; plaintiff failed to make timely offer of proof regarding impeachment, so appellate review not preserved |
| Whether defense counsel's alleged misconduct warranted a new trial | Counsel made repeated inappropriate and prejudicial remarks about plaintiffs' experts and vouched for defense experts, depriving plaintiffs of a fair trial | Remarks were isolated, within bounds of aggressive advocacy, and did not materially prejudice plaintiffs | No manifest abuse of discretion in denying new trial: remarks, though inappropriate, were isolated and did not undermine trial fairness to an extent requiring retrial |
Key Cases Cited
- Seltzer v. Morton, 154 P.3d 561 (Mont. 2007) (deference to jury verdict; reluctance to disturb jury factfinding)
- Kneeland v. Luzenac Am., Inc., 961 P.2d 725 (Mont. 1998) (standard on interfering with jury decision)
- S & P Brake Supply, Inc. v. STEMCO LP, 385 P.3d 567 (Mont. 2016) (prejudice to substantial right required to reverse evidentiary exclusion)
- Aasheim v. Humberger, 695 P.2d 824 (Mont. 1985) (loss‑of‑chance theory is part of causation)
- Norris v. Fritz, 270 P.3d 79 (Mont. 2012) (notice required for non‑retained treating physicians to offer expert opinions)
- Pula v. State, 40 P.3d 364 (Mont. 2002) (harmless error doctrine when an instruction could not have affected outcome)
- Cooper v. Hanson, 234 P.3d 59 (Mont. 2010) (attorney misconduct can require new trial when it invites jurors to decide on improper grounds)
- Evans v. Scanson, 396 P.3d 1284 (Mont. 2017) (standard for manifest abuse of discretion on motions for new trial)
