Judge: Steven A. Ellis, Case: 20STCV35691, Date: 2023-08-11 Tentative Ruling

Case Number: 20STCV35691    Hearing Date: April 11, 2024    Dept: 29

Motion for Leave to Conduct Mental Examination of Plaintiff filed by Defendant Shaw Industries Group, Inc.

Tentative

The motion is granted.

Background 

On September 17, 2020, Plaintiff Yanera Cooper (“Plaintiff”) filed a complaint against Richard Marc Zucker (“Zucker”), Shaw Industries, Inc. (“Shaw”), and Does 1 through 50, asserting a cause of action for negligence arising from an automobile accident occurring on October 3, 2020.  Zucker and Shaw filed their answer to the complaint on April 15, 2022.

On March 6, 2024, Shaw filed this motion for leave to conduct a mental examination of Plaintiff.  The motion was initially set for hearing on June 10 and was advanced to April 11 on the moving party’s ex parte application.

No opposition has been filed.

Legal Standard

“Any party may obtain discovery . . . by means of a physical or mental examination of (1) a party to the action, (2) an agent of any party, or (3) a natural person in the custody or under the legal control of a party, in any action in which the mental or physical condition (including the blood group) of that party or other person is in controversy in the action.” (Code Civ. Proc., § 2032.020, subd. (a).)

In a personal injury action, the defendant may demand one physical examination of plaintiff as of right, without advance leave of the court.  (Code Civ. Proc., § 2032.220.) 

If a defendant seeks a further physical examination of plaintiff, or a mental examination, the defendant must first file a motion and “obtain leave of court.” (Id., § 2032.310, subd. (a).) Such a motion must “specify the time, place, manner, conditions, scope, and nature of the examination, as well as the identity and the specialty, if any, of the person or persons who will perform the examination.” (Id., subd. (b).) The court may grant such a motion “only for good cause shown.” (Id., § 2032.320, subd. (a).) A showing of good cause generally requires “that the party produce specific facts justifying discovery and that the inquiry be relevant to the subject matter of the action or reasonably calculated to lead to the discovery of admissible evidence.” (Vinson v. Super. Ct. (1987) 43 Cal.3d 833, 840.) 

“An order granting a physical or mental examination shall specify the person or persons who may perform the examination, as well as the time, place, manner, diagnostic tests and procedures, conditions, scope, and nature of the examination.”  (Code Civ. Proc., § 2032.320, subd. (d).) “The court is to describe¿in detail¿who will conduct the examination, where and when it will be conducted, the conditions, scope and nature of the examination, and the diagnostic tests and procedures to be employed.  The way to describe these ‘diagnostic tests and procedures’—fully¿and¿in detail—is to list them by name.” (Carpenter v. Super. Ct.¿(2006) 141 Cal.App.4th 249, 260.)¿¿ 

The moving party¿must support the motion with a meet and confer declaration.  (Code Civ. Proc., § 2032.310, subd. (b).) A meet and confer declaration must state facts “showing a reasonable and good faith attempt at an informal resolution of each issue presented by the motion.”¿ (Id., § 2016.040.)¿¿¿¿ 

The examination will be limited to whatever condition is “in controversy” in the action.¿ (Id., § 2032.020, subd. (a).) A mental examination is appropriate only if the plaintiff alleges continuing emotional distress. (Doyle v. Super. Ct. ¿(1996) 50 Cal.App.4th¿1878, 1886-1887.) “While a plaintiff may place his mental state in controversy by a general allegation of severe emotional distress, the opposing party may not require him to undergo psychiatric testing solely on the basis of speculation that something of interest may surface.”  (Vinson,¿supra, 43 Cal.3d at 840.) By alleging a causal link between the emotional distress and the defendant's conduct, however, a plaintiff “implicitly claims it was not caused by a preexisting mental condition, thereby raising the question of alternative sources for the distress.” (Ibid.

Discussion

The Court begins with two threshold issues.

First, the Court finds that the meet and confer requirement has been satisfied.  (Mathis Decl., ¶ 8.)

Second, on March 8, Shaw filed and served a document entitled “Amended Demand for Independent Neuropsychological Examination of Plaintiff Yanera Cooper.”  It is unclear to the Court what this document is.  A neuropsychological examination is a mental examination, and the Civil Discovery Act does not permit a party to make a unilateral “demand” for a mental examination; rather, a party must seek and obtain leave from the Court for such an examination.  (Code Civ. Proc., § 2032.310, subd. (a).)  To the extent that this document is intended to update the relief sought by motion (and only to that extent), the Court will consider it.

Turning now to the merits of the motion, Shaw seeks leave of court to conduct a mental examination of Plaintiff.  Shaw has shown good cause for such an examination.  At Plaintiff’s deposition, she attributed ongoing mental health and emotional distress injuries to the accident.  (Mathis Decl., ¶ 5 & Exh. C, at 59:7-60:12.)  Subsequently, in interrogatory responses, Plaintiff attributed “emotional disturbances” to the accident.  (Id., ¶ 6 & Exh. D, Response to Special Interrogatory No. 45.)

In the motion, as updated and amended by the so-called “Amended Demand” and the Supplemental Declaration filed on March 29, Shaw seeks leave for the examination to be conducted by George K. Henry, PhD/ABPP-CN, a clinical neuropsychologist, on April 23, at 9 am, at his office.  The motion, as updated and amended, explains that the examination will consist of two parts.  In the first part, the examiner will obtain information from Plaintiff regarding her history and her complaints.  In the second part, the examiner will administer certain enumerated tests.  The entire examination will take approximately eight hours.

Certain aspects of Shaw’s motion require some additional discussion.

First, the motion states that the tests that the examiner will administer “may include, but [are] not limited to, the following [tests] as well as others.”  That is not permissible.  The tests that will be administered must be identified, by name, in the order.  The examiner may choose to omit tests that are listed in this order, but he may not add to the list or administer any test not named in this order, below.

Second, Plaintiff has the right to record the examination by audio technology.  (Code Civ. Proc., § 2032.250, subd. (a).) 

Third, in granting the motion, the Court is not adopting or agreeing with the statements in Shaw’s moving papers about various circumstances under which Plaintiff might be responsible for costs or fees. 

The motion is granted.

Conclusion

The Court GRANTS Shaw’s motion for leave to conduct a mental examination of Plaintiff.

The Court ORDERS Plaintiff to appear and be examined by George K. Henry, PhD/ABPP-CN, at 2450 Colorado Avenue, Suite 100E, Santa Monica, California 90404, telephone number 310-457-0777, on April 23, 2024, beginning at 9:00 am.

The examination is not to exceed eight hours in length (excluding breaks).

In the first part of the examination, the examiner will obtain information from Plaintiff regarding her history and her alleged injuries.

In the second part, the examiner will administer the following tests, and no others:  Wechsler Adult Intelligence Scale – III or IV; Wechsler Abbreviated Scale of Intelligence-II; Test of Nonverbal Intelligence-4; Mini-Mental Status Examination; Modified Somatic Perception Questionnaire; Color Trails Test; Wide Range Achievement Test-5; Wechsler Memory Scale-IV; Symptom Identity Scale; Sensory-Motor Assessment Battery; Continuous Visual Memory Test; Pain Catastrophizing Scale; Trail Making Test; Minnesota Multiphasic Personality Inventory-2-RF; Boton Naming Test; D KEFS Battery; Rey Auditory Verbal Test; Cognitive Performance Battery; Woodcock Johnson 3; Beck Anxiety Inventory; PTSD Checklist for DSM-5 (PCL-5); Memory Complaints Inventory; Rey Complex Figure; Hooper Visual Organization Test; Symbol Digit Modalities Test; Pain Disability Index; Illness Beliefs Questionnaire; Millon Multiaxial Clinical Inventory III; Trauma Symptom Inventory-2; Delis-Kaplan Executive Function System; Ruff Figural Fluency Test; Pain Patient Profile-3; Judgment of Line Orientation; Performance Validity Battery; Brief Visuospatial Memory Test-Revised; Wisconsin Card Sorting Test; Test of Premorbid Functioning; Hopkins Verbal Learning Test R; California Verbal Learning Test 3; Pain Catastrophizing Scale; Halstead Reitan Battery; Beck Depression Inventory 2; Rivermead PCS Questionnaire.

The examiner may record the examination by audio technology.

Plaintiff may record the examination by audio technology. 

Moving Party is ordered to give notice forthwith and to file proof of notice with the Court.