delivered the opinion of the court:
In this appeal, we determine whether the circuit court properly declined to transfer venue based on intrastate forum non conveniens where the original action was brought in the forum where the injury occurred and where several key witnesses resided and, following voluntary dismissal, was refiled in a forum other than where plaintiff resided. alleging they were negligent in their treatment of decedent, which occurred in McHenry County. Plaintiff originally filed this action in McHenry County, where defendant Sherman Hospital was a resident. After discovery had proceeded for almost two years, plaintiff voluntarily dismissed the action and refiled in Cook County, where two physical therapy facilities of Sherman Hospital were located, but which were not related to the treatment at issue, bringing the same claims and making the same allegations contained in her prior complaint. Defendants filed motions to transfer venue based on the doctrine of intrastate forum non conveniens. The trial court denied the motions. For the following reasons, we reverse and remand the matter to the circuit court with directions to transfer the cause to McHenry County.
Plaintiff Paula Bruce, special administrator of the estate of Michael Bruce, brought wrongful death and survival claims against defendants,
BACKGROUND
Plaintiff filed this action in McHenry County on March 10, 2006, grounded on claims for wrongful death and survival, alleging that defendants negligently failed to diagnose decedent’s deep vein thrombosis, resulting in his death on March 18, 2004. Plaintiff s allegations stemmed in part from the treatment decedent received at Sherman Hospital and the Sherman Hospital Immediate Care Center, located in McHenry County, following an injury to his left leg. Defendant Sherman Health Systems, a resident of Kane County, is the parent corporation of Sherman Hospital. Plaintiffs allegations against defendant Dr. Arsenio Atadero were based on the care he rendered to decedent on March 10, 2004, in his medical office in McHenry County. Decedent was treated and died in the emergency department at Sherman Hospital’s main facility in Kane County.
Decedent was a resident of Kane County. Plaintiff and decedent’s two minor children likewise presently reside in that forum. Defendant Dr. Atadero is a resident of McHenry County, where he also maintains his office. He has privileges to practice and sees patients at hospitals located in McHenry and Kane Counties. Dr. Atadero’s nurse and potential witness, Joanna Pledger, works in McHenry County and lives in Kane County.
Defendant Sherman Hospital’s main facility is in Kane County, but the treatment rendered to decedent primarily occurred at facilities in McHenry County. Nurse Jason Carman, who treated decedent at Sherman Hospital’s Immediate Care Center in McHenry County, resides in McHenry County. Nurse Carman presently works at a different hospital in Cook County, Illinois. Two other nurses who were involved in the care of decedent at Sherman Hospital Immediate Care Center, Debra Wojcik and Bonnie Gabriel, work in McHenry County.
The witnesses who provided treatment to decedent the day of his death at Sherman Hospital in Kane County are: nurses Michael Taster and Susan Hacke, who reside in McHenry County; Dr. Timothy Wang, who resides in Kane County; Dr. Dalia Gvildys, who resides in Du Page County; and Dr. Douglas Jackson, who resides in Cook County.
Plaintiff listed the following individuals as damage and loss-of-society witnesses: plaintiff, her two sons, and her neighbors, who all reside in Kane County; and plaintiffs mother and father, who reside in Indiana. Plaintiff also listed seven loss-of-society witnesses who live in Cook County, including plaintiffs aunt and uncle; plaintiffs cousin; and plaintiffs two sisters. The only witness to the initial accident and injury to decedent’s leg was David Spagnola, who was decedent’s coworker. Spagnola resides in Cook County.
The case was pending in McHenry County for almost two years before plaintiff voluntarily dismissed it and refiled in Cook County. Defendants moved to dismiss or transfer the case back to McHenry County under the doctrine of intrastate forum non conveniens. On August 19, 2009, the circuit court entered a 16-page memorandum opinion and order denying defendants’ motion. Defendants filed a petition for leave to appeal pursuant to Supreme Court Rule 306(a)(2) (210 111. 2d R. 306(a)(2)). Pursuant to supervisory order of the Illinois Supreme Court, we granted defendants’ petition for leave to appeal.
ANALYSIS
Defendants Sherman Hospital and Sherman Health Systems maintain that the circuit court abused its discretion in giving undue weight to the fact that Sherman Hospital was a resident of Cook County for venue purposes. Defendants contend that plaintiffs choice of Cook County was entitled to less deference because the plaintiff did not reside in the county and the incident did not occur there and the public and private interest factors strongly favored transfer from Cook County back to McHenry County. Defendants further argue that plaintiffs selection of forum upon refiling should be afforded even less deference given there is a clear inference of forum shopping due to the fact that she previously filed her cause of action in McHenry County, the situs of the wrongful conduct. Plaintiff maintains that the balance of all private and public factors weighs in favor of allowing her choice of forum and that her prior filing of this action is irrelevant to a forum non conveniens analysis and does not lessen the deference due to her choice of forum.
Our precedent instructs that forum non conveniens is an equitable doctrine founded on considerations of fundamental fairness and the sensible and effective administration of justice. Langenhorst v. Norfolk Southern Ry. Co.,
In determining the appropriate forum in which the case should be tried, it is incumbent upon the court to balance the prevailing private and public interests. Glass,
Our consideration of the issue makes clear that the burden is on the defendant to show that the relevant private and public interest factors “strongly favor” the defendant’s choice of forum to warrant disturbing plaintiff’s choice. Langenhorst,
Nonetheless, “the plaintiff’s interest in choosing the forum receives somewhat less deference when neither the plaintiffs residence nor the site of the accident or injury is located in the chosen forum.” Guerine,
Prevailing practice further dictates that the determination of a forum non conveniens motion lies within the sound discretion of the trial court. Glass,
Here, our analysis yields the conclusion that the circuit court abused its discretion in its findings regarding the balance of private and public factors. As a preliminary consideration we note that the court, in its 16-page memorandum opinion and order, afforded inordinate weight to the fact that Sherman Hospital operates two physical therapy facilities in Cook County and therefore was a resident of Cook County:
“As to the private factors in this case, it has not been shown that it would be more convenient to litigate this case in McHenry than it would be to litigate it in Cook County. Although [p]laintiff’s choice of Cook County as forum is given less deference as she is not a resident of Cook County and the actions giving rise to her claims did not occur in Cook County, [p]laintiffis choice of forum is still given deference. Sherman is a resident of Cook County. Plaintiff has identified fifteen witnesses who will testify as to damages. Eight of these witnesses reside in Cook County, five reside in Kane County and include Plaintiff, and two live in Indiana. Even assuming that not all of [p]laintiff s identified witnesses will testify at trial, the expected witnesses identified by [p]laintiff are scattered across Cook and Kane Counties, as well as Indiana. David Spagnola, who was [d]ecedent’s co-worker, also resides in Cook County and is expected to testify regarding the accident that led to the injuries for which [pjlaintiff was treating with [djefendants.
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Dr. Douglas, a physician who treated [d]ecedent at Sherman, is a resident of Cook County and has been identified as a potential witness. *** In evaluating the private interest factors, transferring this case to McHenry County has not been shown to be strongly favored as Sherman is a resident of Cook County and witnesses from Cook County are expected to offer testimony.
In evaluating the public interest factors, it is clear that Cook County residents have an interest in deciding this controversy which involves a resident of this county. Sherman resides in Cook County and witnesses who are expected to testify, including Dr. Douglas and eight of [pjlaintiff s damage witnesses, reside in Cook County. As such, it would not be unfair to impose the expense of a trial and the burden of jury duty on the residents of Cook County.
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In this case, Cook County has an interest in deciding a controversy involving one of its residents — Sherman.
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This case is distinguishable from Evans [v. MD Con, Inc.,
***
Here, although [p]laintiffs do not reside [in] Cook County, Sherman is a resident of Cook County.” (Emphasis added.)
We concur in defendants’ argument that the court indeed gave undue weight to the fact that Sherman Hospital was a resident of Cook County. As defendants maintain, while the existence of those additional facilities in Cook County renders Sherman Hospital a resident of Cook County for purposes of venue under section 2 — 102(a) of the Illinois Code of Civil Procedure (735 ILCS 5/2 — 102(a) (West 2008)), the inquiry in a forum non conveniens analysis requires a court to look beyond the statutory criteria for venue and to determine the relative convenience of competing forums. Williams,
Moreover, we determine that the private interest factors clearly weigh in favor of defendants. Regarding convenience of the parties, defendants presented affidavits averring that it would be more convenient to have this matter tried in McHenry County. Dr. Atadero attested in his affidavit that a trial in McHenry County would be more convenient than a trial in Cook County because it would allow him to see patients and fulfill some of his daily responsibilities, given the location of his office and the hospitals where he has privileges. Nurse Jason Carman, whose conduct is also central to the allegations in plaintiffs complaint, likewise averred that a trial in McHenry County would be more convenient than a trial in Cook County.
Regarding the ease of access to sources of evidence, the trial court also placed considerable reliance on the fact that plaintiffs damage witnesses were located across several counties, while ignoring that the vast majority of the key medical witnesses, whose treatment of decedent was at issue in this case, reside in McHenry County. Four of the five medical providers who treated decedent, Dr. Dalia Gvildys and nurses Michael Taster, Jason Carman, and Susan Hacke, reside in McHenry County. The fifth treatment provider resides in Kane County. Only Dr. Douglas, who treated decedent at Sherman, is a resident of Cook County. Plaintiff, her two sons, and two neighbors, disclosed as damage witnesses, reside in Kane County. Although we recognize that the witness to the accident initially causing plaintiff’s injury, Spagnola, resides in Cook County, we do not perceive the initial accident to be a significant issue in this case. The only other witnesses residing in Cook County are further damage witnesses: decedent’s mother, decedent’s brother, and plaintiffs aunt, uncle, cousin and two sisters.
It is therefore apparent that the majority of witnesses who have knowledge of the conduct allegedly resulting in decedent’s wrongful death reside in McHenry County. Defendant Dr. Atadero resides in McHenry County. Thus, the convenience of the parties weighs in favor of defendants. The fact that several, perhaps cumulative, damage witnesses reside across several counties simply does not weigh in favor of plaintiffs choice of Cook County. This is especially true considering that plaintiff’s residence is not in Cook County, her newly chosen forum, and the wrongful acts and omissions alleged all occurred in McHenry County, the forum of her original choice.
We have previously noted that “the location of documentary evidence has become less significant because today’s technology allows documents to be copied and transported easily and inexpensively.” Ammerman v. Raymond Corp.,
We further determine that the public interest factors likewise weigh heavily in favor of having the matter tried in McHenry County. Given that the acts or omissions alleged to have caused the wrongful death of decedent occurred in McHenry County, the forum of the injury clearly has a public interest in the medical care provided at its medical facilities by physicians to its residents. Although court congestion alone is relatively insignificant and does not justify a venue transfer (Dowdy,
In Gundlach v. Lind,
In Gundlach, the public interest factors also weighed strongly in favor of transferring the case to McHenry County because the litigation arose from alleged negligence during a medical procedure performed at a McHenry hospital, and as such, it was a local controversy that would be of interest to the citizens of McHenry County, whereas the citizens of Cook County had no interest in the litigation. Gundlach,
In the case sub judice, the circuit court here found that “Gundlach is distinguishable from [the instant case] in that all of the defendants in Gundlach were residents of the county where the defendants were attempting to transfer the case.” However, we find this sole distinction unavailing, as Sherman Hospital is a resident of McHenry County as well. Notably, plaintiff has no argument against the application of Gundlach to this case.
Moreover, we find the circuit court abused its discretion in giving scant consideration to the fact that plaintiff had originally filed her action in McHenry County. Although the court noted defendants’ argument concerning plaintiff’s previous filing in McHenry County and inference of forum shopping, it was not moved by this consideration. In this case, given that plaintiff is not a resident of Cook County and the acts or omissions did not occur in Cook County, but rather in McHenry County, plaintiffs previously chosen forum, with no change in circumstances such that Cook County would be a more convenient forum, we find that plaintiff is engaging in forum shopping. When the plaintiff is foreign to the chosen forum and the action that gives rise to the litigation did not occur in the chosen forum, “ ‘it is reasonable to conclude that the plaintiff engaged in forum shopping to suit his individual interests, a strategy contrary to the purposes behind the venue rules.’ ” Dawdy,
Our supreme court embodied this concern in the analysis from the very beginning upon its adoption of the doctrine in Torres:
“In recognizing the discretion of the trial court to dismiss a case within its jurisdiction when a more appropriate intrastate forum is available and when maintenance of the action in the original forum causes unnecessary hardship to the defendant and other interested parties, we hope to promote fair play between plaintiffs and defendants and discourage the incessant jockeying for a more sympathetic jury likely to come forward with a more substantial award.” Torres,98 Ill. 2d at 351 ,456 N.E.2d at 607 .
“Subsequent decisions have reiterated that forum nonconveniens is founded in considerations of fundamental fairness and sensible and effective judicial administration.” Peile v. Skelgas, Inc.,
The plaintiff in Peile, who was injured in a gas explosion at his Pike County home, originally filed his case in Madison County, but it was later transferred to Pike County. Peile,
Adhering to the principles espoused in Peile, in Czarnecki v. Uno-Ven Co.,
On appeal, we held that the trial court abused its discretion in denying the motion to transfer, finding that the private interest factors favored the transfer of the case back to Will County, since the plaintiff was a Will County resident; the place of his injury was in Will County; and five potential witnesses, including the sole occurrence witness, were located in Will County. Czarnecki,
We further held that plaintiff’s original decision to file in Will County, his voluntary dismissal on the brink of trial, and the subsequent filing of a nearly identical claim in Cook County strongly implied that plaintiff was engaging in impermissible forum shopping. Czarnecki,
In Wagner v. Eagle Food Centers, Inc.,
In analyzing the public interest and private interest factors, we found that the fact that plaintiffs litigated their initial action in Will County for a number of years suggested that Will County was a convenient forum for them, and at no time during those seven years was there any evidence that the plaintiffs did not consider Will County to be a convenient and appropriate forum. Wagner,
Similarly, in the case sub judice, plaintiff originally filed her action in McHenry County, where the case remained pending for two years, and plaintiff at no time indicated an inconvenience in her chosen forum. All treatment of decedent occurred in McHenry County. The bulk of the occurrence witnesses for decedent’s treatment are in McHenry County. Defendant Atadero resides in McHenry County. Plaintiff relies on nothing other than the technical residence of Sherman Hospital in Cook County based on the location of two facilities totally unrelated to this case and the residence of several other damage witnesses in Cook County. Defendant’s presence in Cook County for venue purposes does not establish a connection with this action for forum non conveniens purposes. We also do not give undue weight to the residence of several damage witnesses in Cook County, when other damage witnesses are in other counties and most of the key witnesses regarding the treatment of decedent at issue in her wrongful death claim are in McHenry County. The lack of any real connection to Cook County is patent. In short, the present case presents just such an instance suggesting forum shopping that our supreme court has expressly held should not be permitted. The trial court abused its discretion in denying defendants’ motion.
Further, we are of the opinion that directing the trial court to transfer the case to McHenry County, rather than merely dismissing the action in Cook County, is the proper disposition. See Wakehouse v. Goodyear Tire & Rubber Co.,
CONCLUSION
For the foregoing reasons, we reverse the trial court’s denial of defendant’s motion and remand the matter to the circuit court with directions to transfer the action to McHenry County.
Reversed and remanded.
FITZGERALD SMITH, EJ., and HOWSE, J„ concur.
