Van De Poel, Levy & Allen, LLP Cases & Rulings
FIRST-HAND EXAMINATION OF PLAINTIFF IS NOT REQUIRED FOR A MEDICAL EXPERT TO TESTIFY REGARDING PLAINTIFF’S MENTAL COMPETENCE
Date: 08.18.2011 Summarized by: Marilou R. Bustonera, Esq. April 29, 2011 California Court of Appeal, Second Appellate District
 
 
Case:

Kelley Angela Bell v. Reginald Mason - 11 C.D.O.S. 4976 – Second Appellate District

 
 
Why This Case Is Important:

Because it affirms that a lack of personal examination by a medical expert is no basis for excluding that expert’s testimony regarding Plaintiff’s mental competency at trial.

 
 
Synopsis:

Defendants’ medical expert did not perform an examination of Plaintiff and relied solely on Plaintiff’s medical records, reports prepared by others and deposition testimony as the basis for the expert’s opinions regarding Plaintiff’s mental competence.  Plaintiff attempted to exclude Defendants’ medical expert’s testimony claiming that the expert was not qualified to testify regarding Plaintiff’s mental competence because the expert had never examined Plaintiff.  However, the Court ruled that although the lack of personal examination may affect the weight of the medical expert’s testimony, it does not render the testimony inadmissible.

 
Detailed Discussion:

Defendants and appellants Reginald Mason and Shante Mason (“Defendants”) appeal a $700,000.00 judgment in favor of Plaintiff and respondent Kelly Angela Bell (“Plaintiff”) following a jury trial, as well as a post judgment order awarding Plaintiff $204,500.00 in attorney’s fees. 

Plaintiff sold her home to the Defendants for $130,000.00.  Plaintiff then sued Defendants alleging that Defendants took advantage of her mental retardation in gaining her trust and inducing her to enter into a transaction which deprived her of her home.

The defense theory is that Plaintiff is of normal intelligence and she knowingly entered into an arm’s length transaction for the sale of her property.  At trial, Defendants sought to call Dr. Samuel Black (“Black”) as an expert psychiatric witness to testify Plaintiff is not mentally retarded and that she was of average intelligence.   The trial court ruled Black could not testify regarding any issue pertaining to Plaintiff’s mental retardation because Black had not met or personally examined Plaintiff and that Defendants failed to lay a sufficient foundation for Black to testify (despite Black reviewing Plaintiff’s medical records, other expert reports and over 15 hours of Plaintiff’s videotaped deposition testimony).

Defendants appealed.
 
Analysis:

The trial court committed prejudicial evidentiary error in precluding defense expert Black from testifying regarding Plaintiff’s mental competence.  The fact that Black did not personally examine Plaintiff did not affect the admissibility of the evidence but merely went to the weight of Black’s testimony.

Various case law authorities have held that an expert’s testimony based in large part on reports by others rather than upon the expert’s own personal observations or of other persons displaying the syndrome may affect the weight of his testimony but does not render the testimony inadmissible if those reports meet the standard of reasonable reliability.  [People v. Brekke (1967) 250 Cal.App.2d  651, 661-662, People v. Phillips (1981) 122 Cal.App.3d 69, 85].

In the present action, Black had more than minimum acquaintance with the case in which he was called to testify.  As noted, Black reviewed Plaintiff’s medical records, other expert reports and over 15 hours of Plaintiff’s videotaped deposition testimony.  Therefore, Black established a solid foundation for his testimony.  The trial court’s exclusion of Black’s expert opinion regarding Plaintiff’s mental competence was erroneous.
 
Holding:

Reversal of the trial court’s ruling due to prejudicial evidentiary error.

 

 

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