Judge: Michael Shultz, Case: 23CMCV00250, Date: 2024-10-15 Tentative Ruling

Case Number: 23CMCV00250    Hearing Date: October 15, 2024    Dept: A

23CMCV00250 Veronica Alejandra Segura v. Walmart, Inc.

Tuesday, October 15, 2024, at 8:30 a.m.

 

[TENTATIVE] ORDER GRANTING PLAINTIFF’S MOTION TO COMPEL CODE COMPLIANT DEFENSE MEDICAL REPORT AND REQUEST FOR MONETARY SANCTIONS

 

I.        BACKGROUND      

       This is a premises liability action arising from injuries Plaintiff allegedly sustained after falling at Defendant’s store. Plaintiff requests an order compelling Defendant to produce its expert’s medical report. Plaintiff served the motion on defense counsel for the hearing set for July 25, 2024. The court served notice on all counsel that the hearing was continued to October 15, 2024.

       Plaintiff argues that Defendant’s expert, Russell W. Nelson, M.D., prepared a report regarding his examination of Plaintiff, however the report did not provide the information required. The report is vague and incomplete and prevents Plaintiff’s meaningful cross-examination of Dr. Nelson.

       In opposition, Defendant argues that Plaintiff has not met and conferred in good faith about the reports at issue. Dr. Nelson prepared a detailed report. Dr. Nelson did not include Plaintiff’s most recent back surgery in the report because Defendant was not aware of it and did not possess the records regarding the procedure.

       Defendant has since provided the discovery regarding the surgery to Dr. Nelson once the Plaintiff’s medical records were received. Plaintiff imposed an arbitrary deadline for Defendant to produce a complete report. Dr. Nelson issued a supplemental report on June 28, 2024, incorporating previous findings and review of the newly discovered documents, which renders Plaintiff’s motion moot.

       In reply, Plaintiff argues that Plaintiff was forced to file the motion because on June 28, 2024, Defendant insisted that the report was code compliant. Plaintiff was required to file the motion by the deadline of July 1, 2024. Defendant provided the supplemental report on July 2, 2024, which Plaintiff acknowledges is code compliant. (Reply, 2:18-19.) Plaintiff requests imposition of sanctions.

       Plaintiff is entitled to a detailed written report setting out the history, examinations, findings, "including the results of all tests made, diagnoses, prognoses, and conclusions of the examiner." (Code Civ. Proc., § 2032.610.) Defendant acknowledges the report lacked required information because their expert lacked the medical records concerning the back surgery.  (Mallinson decl., ¶ 14.)

       Despite acknowledging that the report was incomplete given the missing surgical records,  Defendant refused to provide Plaintiff a reciprocal agreement to extend Plaintiff’s time to file this motion. Propounding discovery to determine why Plaintiff believed the report to be deficient was unnecessary; the issue was clear given the parties’ meet and confer efforts.  (Id. Ex. E, .pdf p. 59).

       That Plaintiff did not respond to prior discovery propounded by Defendant was irrelevant to Defendant’s statutory duty to provide a complete and timely report. Defendant would not allow Plaintiff an extended deadline to file this motion until Plaintiff complied with Defendant’s demands on a separate issue. (Id.)

       As Plaintiff acknowledges that the supplemental report complies with statute, an order compelling compliance is no longer necessary. However, using a discovery method in a manner that causes undue burden and expense and opposing this motion without substantial justification are abuses of the discovery process for which monetary sanctions are warranted. (Code Civ. Proc., §§  2023.010; 2032.620.)

       The court finds that a reduced fee of $395 per hour is reasonable for this discovery motion. Accordingly, sanctions of $2,627.50 ($395 per hour x 6.5 hours to prepare the motion and reply, to appear, and a $60 filing fee) are imposed against Defendant and counsel Lisa Mallinson, jointly and severally, payable to Plaintiff within 10 days.