Judge: Melvin D. Sandvig, Case: 22CHCV01259, Date: 2023-09-12 Tentative Ruling

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Case Number: 22CHCV01259    Hearing Date: September 12, 2023    Dept: F47

Dept. F47

Date: 9/12/23                                                                    TRIAL DATE: 8/12/24

Case #22CHCV01259

 

MOTION TO QUASH DEPOSITION SUBPOENAS

 

Motion filed on 8/22/23.

 

MOVING PARTY: Plaintiff Eric Iriarte

RESPONDING PARTY: Defendants Quikrete Holdings, Inc.; Penske Truck Leasing Co., L.P.; and Hector Deharo

NOTICE: ok

 

RELIEF REQUESTED: An order quashing the subpoenas previously issued and served on Blue Shield of California and Mark Schneider, MD on 7/12/23.  Additionally, Plaintiff requests an order awarding attorneys’ fees and costs in the amount of $2,000.

 

RULING: The motion is denied.   

 

SUMMARY OF FACTS & PROCEDURAL HISTORY

 

This action arises out of a motor vehicle collision that occurred on 3/29/21 between Plaintiff Eric Iriarte (Plaintiff) and Defendant Hector Deharo (Deharo).  Plaintiff alleges that Deharo was in the course and scope of his employment with Defendant/Cross-Complainant Quikrete Holdings, Inc. (Quikrete) and operating a vehicle owned by Defendant/Cross-Complainant Penske Truck Leasing Co., L.P. (Penske) at the time of the incident.  Plaintiff claims that he suffered personal injuries as a result of the collision. 

 

On 6/5/23, Defendants issued a subpoena to Blue Shield of California (Blue Shield) and on 6/13/23, Defendant’s issued a subpoena to Mark Schneider MD (Dr. Schneider).  (Daneshrad Decl., Ex.A).  On 6/20/23 and 7/18/23, Plaintiff’s counsel sent meet and confer letters regarding the subpoenas claiming that they were improper, overbroad, and not limited in time and scope.  (Id., Ex.B).  Thereafter, Defendants indicated that they would limit the subpoenas in time, but refused to limit them to only body parts Plaintiff claimed to be at issue (i.e., lower back as indicated in Plaintiff’s response to Form Interrogatory 6.2).  (Id., Ex.C).  Plaintiff contends that after receiving (an) amended subpoena(s) that were(was) issued and served on 8/7/23 and limited as to time, Plaintiff sent another meet and confer letter and an objection.  (Id., Ex.D, E).  Defendants refused to further limit the subpoenas.  (Id., Ex.F).

 

On 8/22/23, Plaintiff filed and served the instant motion seeking an order quashing the subpoenas previously issued and served on Blue Shield of California and Mark Schneider, MD on 7/12/23.  Additionally, Plaintiff requests an order awarding attorneys’ fees and costs in the amount of $2,000.  Defendants have opposed the motion.  Although Plaintiff filed a late separate statement after the opposition was filed, Plaintiff did not file a reply to the opposition. 

 

 

ANALYSIS

 

The instant motion suffers from several defects.

 

First, it is not clear which subpoenas are at issue.  See CRC 3.1110(a).  The notice of motion indicates that Plaintiff is seeking “an order to quash the subpoena [singular] previously issued and served on Blue Shield of California and Mark Schneider, MD on July 12, 2023 and for an order for attorneys’ fees and costs in the amount of $2,000.”  (See Notice of Motion, p.2:5-7).  However, two different subpoenas were initially issued and served on Blue Shield and Dr. Schneider on  6/5/13 and 6/13/23, respectively and no subpoena was issued or served on 7/12/23.  (Daneshrad Decl., Ex.A).  Moreover, the motion indicates that after meet and confer efforts, Defendants issued revised subpoenas on 8/7/23.  (See Motion, p.4:4-5; Daneshrad Decl. ¶10, Ex.D).  However, Plaintiff only attached a new subpoena served on Blue Shield on 8/7/23 to the motion.  (Daneshrad Decl., Ex.D).  Further, the late separate statement filed and served by Plaintiff in support of the motion only addresses the 8/7/23 subpoena issued to Blue Shield.  An amended subpoena was issued to Dr. Schneider on 7/25/23.  (Nacharyan Decl., Ex.17).   

 

Second, the motion was not accompanied by a separate statement as required by CRC 3.1345(a)(5).  After the opposition to the motion was filed and served pointing out this defect, Plaintiff filed a belated separate statement on 9/1/23 (served on 8/31/23) which addresses only the 8/7/23 subpoena issued to Blue Shield.  All documents in support  of  the motion were required to be filed and served at least 16 court days before the hearing date.  See CCP 1005(b). 

 

Based on the argument contained in the motion, it appears that Plaintiff is attempting to challenge both subpoenas issued and served on 7/25/23 as to Dr. Schneider and on 8/7/23 as to Blue Shield on the ground that they are overbroad because they are not limited to the body parts Plaintiff claims were injured as a result of the incident which is the subject of this action, specifically, Plaintiff’s lower back as identified in his response to Form Interrogatory 6.2.  (See Motion, p.5:6-p.7:12; Daneshrad Decl. ¶7).  If this is the case, Plaintiff should have made two separate motion reservations, paid two filing fees and filed two separate motions addressing each subpoena.  See Government Code 70617. 

 

Third, Plaintiff has failed to electronically bookmark the declaration and exhibits attached to the motion as required.  (See 5/3/19 First Amended General Order Re Mandatory Electronic Filing for Civil; “TECHNICAL REQUIREMENTS,” p.4:4-p.5:12; CRC 3.1110(f)(4)). 

In addition to the foregoing defects, the motion fails on the merits. 

 

The 7/25/23 subpoena issued to Dr. Schneider requests:

 

“Any and all medical records, files, reports, correspondence, whatsoever, relating to any care, treatment, diagnosis, prognosis, consultation and/or findings, including but not be limited to, any and all emergency room records, nurses notes, SOAP notes, operative reports, radiology reports, pathology reports, all test and test results, medication records, physical and/or occupational therapy records, workers’ compensation records, sign-in sheets, color photographs, patient information sheets, handwritten notes, transcriptions, prescriptions, telephone messages, electronic media and any documents in the file from other health care providers, from 3/2018 to the present date pertaining to Eric Iriarte; DOB: SS#: XXX-XX-XXXX. Documents produced should also include, but not be limited to, any and all electronically stored documents in your possession.”

 

(Nacharyan Decl. ¶17, Ex.L).

 

The 8/7/23 subpoena issued to Blue Shield requests:

 

“ANY AND ALL RECORDS REFLECTING EXPLANATION OF BENEFITS (EOBS), FOR THE PERIOD COMMENCING 07/2013 THROUGH AND INCLUDING THE PRESENT, PERTAINING TO ERIC IRIARTE; DOB: SS# UNKNOWN; ID No.: XEH9034050088.”

 

(Nacharyan Decl. ¶18, Ex.M). 

 

In a personal injury action, discovery is permitted with regard to the physical conditions the patient-litigant has placed in issue.  See Britt (1978) 20 C3d 844, 863-864; Vinson (1987) 43 C3d 833, 842; Lantz (1994) 28 CA4th 1839, 1854-1855, 1857; Heller (1994) 8 C4th 30, 43, 55.  Here, Plaintiff claims that only injuries to his lower back are at issue based his response to Form Interrogatory 6.2. (Nacharyan Decl. ¶5, Ex.A).  However, Defendants have provided evidence that Plaintiff has made complaints of other injuries as a result of the incident which is the subject of this action.  Plaintiff testified at his deposition that he sustained injuries to his lower back, neck, trapezius, and left shoulder which were allegedly caused by Defendants.  (Nacharyan Decl. ¶6, Ex.B, p.67:20-p.68:5, p.72:5-7).  Additionally, Plaintiff claims he needs a two-level fusion due to the injury to his back as a result of the incident.  (Nacharyan Decl. ¶5, Ex.A, Response to Form Interrogatory 6.7).  In April of 2021, Plaintiff complained to his treating chiropractor at Hunt Chiropractic of not only low back pain but also neck pain with the neck pain traveling to the upper back.  (Nacharyan Decl. ¶7, Ex.C).  At a visit to Dr. Moheiman in June of 2021, Plaintiff complained of low back pain and also indicated he had difficulty sleeping and grinding in the neck.  (Nacharyan Decl. ¶ 8, Ex.D).

 

Based on the foregoing evidence, Plaintiff has placed more than the condition of his lower back at issue in this action.  As such, Defendants may conduct discovery to evaluate these alleged injuries and Plaintiff’s claimed damages which include pain and suffering, including whether the claimed injuries were caused by other factors such as secondary effects from preexisting conditions which may not be related to those same exact body parts.  The Court finds that the subpoenas Defendants issued to Dr. Schneider on 7/25/23 and Blue Shield on 8/7/23, as set forth above, are properly limited in time and scope as they relate to the discovery of medical records from Plaintiff’s provider from the past five years and EOBS (explanation of benefits) from Plaintiff’s health insurance provider from the past ten years which are the only means by which Defendants can assess Plaintiff’s alleged injuries resulting from the subject incident. 

 

CONCLUSION

The motion is denied.  The documents responsive to the subject subpoenas are ordered to be produced within 20 days subject to a Stipulated Protective Order as offered by Defendants during the meet and confer process.  (See Nacharyan Decl. ¶20, Ex.O).   

 

Plaintiff’s counsel is reminded that in the future electronic bookmarks of declarations and exhibits are required.  Continued failure to comply with these requirements, may result in matters being placed off calendar, papers not being considered, matters being continued so that papers can be resubmitted in compliance and/or the imposition of sanctions.