Deeds, N. v. University of Pennsylvania , 110 A.3d 1009 ( 2015 )


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  • J-A33035-14
    
    2015 Pa. Super. 21
    NIAJAH DEEDS, A MINOR BY HER LEGAL                 IN THE SUPERIOR COURT OF
    GUARDIAN, JULIA RENZULLI                                 PENNSYLVANIA
    Appellant
    v.
    UNIVERSITY OF PENNSYLVANIA
    MEDICAL CENTER, HOSPITAL OF THE
    UNIVERSITY OF PENNSYLVANIA AND
    TRUSTEES OF THE UNIVERSITY OF
    PENNSYLVANIA
    Appellees                    No. 755 EDA 2014
    Appeal from the Order of January 28, 2014
    In the Court of Common Pleas of Philadelphia County
    Civil Division at No.: 2558 May Term, 2011
    BEFORE: LAZARUS, J., WECHT, J., and STRASSBURGER, J.*
    OPINION BY WECHT, J.:                                 FILED JANUARY 30, 2015
    In this medical negligence action, Niajah Deeds, a minor by her legal
    guardian, Julia Renzulli, appeals from the jury verdict in favor of the
    University of Pennsylvania Medical Center, Hospital of the University of
    Pennsylvania (“HUP”), and Trustees of the University of Pennsylvania
    (“Trustees”) (collectively, “Appellees”).      Following due review, we reverse
    and remand for a new trial.
    The trial court set forth the following facts:1
    ____________________________________________
    *
    Retired Senior Judge assigned to the Superior Court.
    J-A33035-14
    On November 27, 2000, [Deeds’] mother, Tamika Peterson,[ 2]
    presented to HUP with back and abdominal pain. She was
    diagnosed with “common discomfort of pregnancy” and given
    preterm labor instruction sheets.       She again presented on
    January [18], 2001 with complaints of headache, uterine
    contractions, and blurred vision. She reported cocaine and
    cigarette use. Ms. Peterson’s records also indicated a physically
    small placenta and history of sickle cell disease, and physical
    trauma. Ms. Peterson was evaluated and instructed to return for
    a follow up visit on January 20, 2001. She was also given an
    instruction sheet for warning signs of preeclampsia.
    Ms. Peterson did not return to HUP until 6:20 p.m. on January
    20, 2001 with complaints of vaginal bleeding. Ms. Peterson
    suffered a placental abruption and gave birth via an emergency
    cesarean section. [Deeds] was born with severe birth defects.
    Trial Court Opinion (“T.C.O.”), 5/21/2014, at 2.        Renzulli, Deeds’ legal
    guardian, filed suit on Deeds’ behalf on May 23, 2013, alleging that
    Appellees negligently failed to diagnose Peterson with preeclampsia when
    she was seen on January 18, 2001. The matter proceeded to a jury trial on
    October 25, 2013. At the end of the first day of trial, Deeds informed the
    court that the parties had stipulated that “all the people who provided
    medical treatment to Ms. Peterson were agents of Defendant HUP [and]
    asked the [c]ourt to dismiss the other defendants from the case.” Id. The
    _______________________
    (Footnote Continued)
    1
    The Honorable Gary F. DeVito retired after presiding over the jury trial.
    The Honorable Mark I. Bernstein was assigned to write the opinion of the
    trial court.
    2
    Ms. Peterson is not a party to this case. In 2008, Deeds was removed
    from Ms. Peterson’s home and placed in the foster care system. In October
    of 2008, Julia Renzulli became Deeds’ foster parent, and Deeds’ legal
    guardian in late 2009.
    -2-
    J-A33035-14
    court denied the motion to dismiss the other defendants, thus permitting
    both HUP and the Trustees to be represented separately by individual
    counsel, each of whom then presented separate arguments and conducted
    separate examinations of witnesses throughout trial. Only HUP, and not the
    Trustees, appeared on the verdict sheet.
    On November 12, 2013, the jury returned a verdict in favor of
    Appellees.    Deeds timely filed post-trial motions requesting judgment
    notwithstanding the verdict or, alternatively, a new trial. The court denied
    the post-trial motions on January 28, 2014, and Deeds timely appealed. In
    response to the trial court’s order, Deeds filed a statement of errors
    complained of on appeal pursuant to Pa.R.A.P. 1925(b) on March 31, 2014,
    and the trial court entered its Pa.R.A.P. 1925(a) opinion on May 21, 2014.
    Deeds presents three questions for our review:
    1.     In accordance with this Court’s recognition of a per se rule
    entitling the plaintiff to a new trial following a defense verdict
    where counsel for defendant has improperly informed the jury
    that the plaintiff’s injuries are being adequately cared for due to
    the availability of government benefits, should not [Deeds]
    receive a new trial here because [Appellees’] counsel committed
    this very transgression, to the likely prejudice of [Deeds]?
    2.   Did the trial court err or otherwise abuse its discretion in
    not granting [Deeds] a new trial because the trial court
    improperly allowed two separate attorneys representing two
    separate defendants to question witnesses and present closing
    arguments even after the parties stipulated that this case would
    proceed only against a single defendant?
    3.    Did the trial court err or otherwise abuse its discretion in
    permitting defendant Dr. Samuel Parry to testify as an expert
    witness beyond the scope of his actual treatment of the birth
    mother, even though defense counsel failed in violation of
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    applicable procedures to identify him as an expert witness and
    disclose his expert opinions during discovery?
    Deeds’ Brief at 5-6.
    In her first issue, Deeds argues that she is entitled to a new trial
    because the trial court violated the collateral source rule when it “improperly
    allowed [Appellees] to inform the jury that [Deeds’] substantial medical
    needs were all being attended to at little to no cost to [Deeds’] legal
    guardian due to the existence of state and federal education and medical
    benefits programs.” 
    Id. at 16-17.
    We agree.
    Our standard of review regarding a trial court’s denial of a
    motion for a new trial is limited. The power to grant a new trial
    lies inherently with the trial court and we will not reverse its
    decision absent a clear abuse of discretion or an error of law
    which controls the outcome of the case.
    Maya v. Johnson & Johnson & McNeil-PPC, Inc. (In re McNeill-PPC,
    Inc.), 
    97 A.3d 1203
    , 1224 (Pa. Super. 2014) (citation omitted).
    Generally, “the collateral source rule provides that
    payments from a collateral source shall not diminish the
    damages otherwise recoverable from the wrongdoer.”
    Johnson v. Beane, 
    664 A.2d 96
    , 100 (Pa. 1995). This
    rule “was intended to avoid precluding a claimant from
    obtaining redress for his or her injury merely because
    coverage for the injury was provided by some collateral
    source, e.g. insurance.” Beechwoods Flying Service,
    Inc. v. Al Hamilton Contracting Corp., 
    476 A.2d 350
    ,
    352 (Pa. 1984); see also 
    id. at 353
    (the rule is “intended
    to prevent a wrongdoer from taking advantage of the
    fortuitous existence of a collateral remedy”); Denardo v.
    Carneval, 
    444 A.2d 135
    , 140 (Pa. Super. 1982)
    (“Pennsylvania law is clear; the victim of a tort is entitled
    to the damages caused by the tortfeasor’s negligence
    regardless of compensation the victim receives from other
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    J-A33035-14
    sources”), citing, inter alia, Boudwin v. Yellow Cab Co.,
    
    188 A.2d 259
    (Pa. 1963).
    Griesser v. National R.R. Passenger Corp., 
    761 A.2d 606
    ,
    609 (Pa. Super. 2000).
    Further, “when improperly admitted testimony may have
    affected a verdict, the only correct remedy is the grant of a new
    trial.” 
    Id. at 608
    (citing Collins v. Cooper, 
    746 A.2d 615
    , 620
    (Pa. Super. 2000)).
    Nigra v. Walsh, 
    797 A.2d 353
    , 356 (Pa. Super. 2002) (citations modified).
    In the instant case, Deeds identifies, and the record confirms, several
    instances in which Appellees elicited evidence of government benefits and
    collateral sources of compensation to Deeds. At trial on October 31, 2013,
    while cross-examining Deeds’ expert witness (certified life care planner3
    Kathleen Corrigan, RN, CEN, CLCP), counsel for the Trustees elicited the
    following:
    [Counsel for the Trustees]: . . . It’s not your opinion that Miss
    Renzulli is paying that out-of-pocket cost [for Deeds’
    medications]? You don’t have that opinion, do you?
    [Corrigan]: That she is paying for the medication?
    [Counsel for the Trustees]:        That they’re being charged the out-
    of-pocket cost?
    [Corrigan]: I believe Medicaid is paying for the medication.
    ____________________________________________
    3
    A certified life care planner reviews medical records and bills to
    formulate an expert opinion projecting the future medical costs of an
    individual over her lifetime. In the instant case, the parties also stipulated
    that the “necessary and reasonable medical expenses for Naijah Deeds’ past
    medical treatment is $2,227,312.66.”         Notes of Testimony (“N.T.”),
    10/31/2013, at 5-6.
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    J-A33035-14
    [Counsel for the Trustees]: Okay.     And they don’t pay that
    walk up pay out of their pocket price either, do they?
    [Counsel for Deeds]: Objection, Your Honor. That’s not the
    legal standard of what the plaintiff is entitled to recover,
    and it’s a total collateral source rule and we have a
    stipulation of what past medical costs are.
    [The Court]:     I’ll sustain in part, but it’s certainly okay to ask
    how she determined what the costs are.
    Notes of Testimony (“N.T.”), 10/31/2013, at 64-65. The court did not issue
    any curative instructions to the jury. Later that same day, counsel for the
    Trustees asked Nurse Corrigan “how the guarantee issue and the individual
    mandate portions of President Obama’s Affordable Care Act will actually
    affect the future care costs in this case[.]”   
    Id. at 81.
    Counsel for Deeds
    objected, and the trial court sustained the objection, but again, did not issue
    a curative instruction or provide any context for the jury.
    During closing argument on November 8, 2013, counsel for the
    Trustees stated:
    But here’s what’s critical, Ladies and Gentlemen, about Nurse
    Corrigan. Every item that she claims that Miss Deeds has, Miss
    Deeds already receives, except for a new house. She didn’t tell
    you that Miss Deeds is lacking in a single care need; not one.
    She has morning care, day care, afternoon care, overnight care,
    that is already provided in an obviously caring house. She has
    medical care, specialists, top rate schools, communication
    boards.     Everything Nurse Corrigan mentioned, Miss Deeds
    already receives.
    N.T., 11/8/2013, at 205.      The overall effect of these comments was to
    suggest that Deeds’ medical costs were being covered by Medicaid and the
    Affordable Care Act, and that she did not require (and accordingly could not
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    J-A33035-14
    properly seek) any additional compensation. This is a patent violation of the
    collateral source rule. In this case, the violation requires remand for a new
    trial.
    Whether remarks by counsel warranted a new trial requires a
    determination based upon an assessment of the circumstances
    under which the statements were made and the precaution
    taken by the court and counsel to prevent such remarks from
    having a prejudicial effect. It is the duty of the trial judge to
    take affirmative steps to attempt to cure harm. However, there
    are certain instances where the comments of counsel are so
    offensive or egregious that no curative instruction can
    adequately obliterate the taint.
    Poust v. Hylton, 
    940 A.2d 380
    , 386 (Pa. Super. 2007) (citation and
    emphasis omitted).
    While the primary focus of the collateral source rule is to avoid
    the preclusion or diminution of the damages otherwise
    recoverable from the wrongdoer based on compensation
    recovered from a collateral source, in some instances, the
    violation of the collateral source rule can affect the jury’s
    deliberation and decision on the issue of liability.      As our
    Supreme Court noted in Lobalzo v. Varoli, 
    185 A.2d 557
    (Pa.
    1962), in some cases where there is a violation of the collateral
    source rule,
    it is impossible to conjecture what influence the
    erroneously     admitted   evidence     on     workmen’s
    compensation and unemployment compensation, as well
    as the misleading charge, had in bringing the jury to the
    conclusion it reached. When an error in a trial is of such
    consequence that, like a dash of ink in a can of milk, it
    cannot be strained out, the only remedy, so that justice
    may not ingest a tainted fare, is a new trial.         The
    defendants’ improper emphasis on the subject of an
    assumed double or triple payment may well have caused
    the jury to disbelieve the plaintiff with regard to his
    testimony on the manner in which the accident occurred.
    
    Id. at 561.
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    Walsh, 797 A.2d at 360
    (citations modified).
    Instantly, the Trustees’ argument that Deeds’ medical needs are
    currently being met may well have permitted Appellees impermissibly to
    benefit from “the fortuitous existence of a collateral remedy.” Beechwoods
    Flying Serv., 
    Inc., 476 A.2d at 353
    .       Although the trial court sustained
    Deeds’ objections in the first two instances, it offered no curative or limiting
    instructions, nor did it otherwise direct the jury as to how it could or should
    evaluate the objectionable testimony.     See 
    Poust, 940 A.2d at 386
    . The
    teachings of our case law are clear: such suggestions by the Trustees may
    have improperly influenced the jury’s determination. See 
    Walsh, 797 A.2d at 260
    . On this record, we can have little confidence that the verdict as to
    Appellees’ negligence vel non was unaffected by the collateral source
    evidence and argument.         Accordingly, the trial court erred in denying
    Deeds’ motion for a new trial. See 
    Maya, 97 A.3d at 1224
    . The ink was in
    the milk; we cannot now extract it through magic or chemistry.
    Inasmuch as we reverse and remand on the first issue, the prospect of
    a new trial requires that we address Deeds’ remaining allegations of error.
    In her second issue, Deeds contends that the trial court erred in permitting
    separate counsel - - one representing the Trustees and one representing
    HUP - - to examine witnesses and present arguments individually to the
    jury, despite the fact that the Trustees were not an active party in the
    litigation and despite the fact that the Trustees did not appear on the verdict
    sheet. Deeds argues that this had the effect of “allowing the lone defendant
    -8-
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    on the verdict slip to present two separate closing arguments and to
    examine witnesses as though the case involved two separately represented
    defendants.” Deeds’ Brief at 35. The trial court stated:
    [Deeds] fails to demonstrate any specific prejudice that resulted
    from the presence of two defense lawyers. Although Judge
    DeVito refused to remove counsel for the Trustees, he restricted
    cumulative questioning and limited counsel for the Trustees to
    questions related to the allegations against the Trustees[’]
    employee, Dr. Ural. The presence of two separate defense
    counsel in and of itself cannot constitute reversible error.17
    17
    This [c]ourt cannot find anywhere in the record where
    the Trustees were dismissed as a party. If the Trustees
    remained a party, they were entitled to representation. If
    they did not remain in the case, there is still no error since
    [Deeds] points to no particular question by Defense
    Counsel that was improper or duplicative.
    T.C.O. at 5 (one footnote and record citation omitted). We disagree with the
    learned trial court. Our review of the trial transcript reveals a deficiency in
    that   court’s   description   of   the   Trustees’   participation.   Under   the
    circumstances, we are constrained to conclude that the trial court abused its
    discretion when it permitted counsel for the Trustees to remain.
    After the first day of trial, once the jury was excused, Deeds’ counsel
    challenged the propriety of allowing multiple advocates for the defense:
    [Counsel for the Trustees]: We have a stipulation that all the
    people who treated Tamika Peterson were the employees—
    I’m sorry, were the agents of the Hospital of the University
    of Pennsylvania.
    *      *    *
    [Counsel for Deeds]: Okay. But, in other cases that we’ve
    have [sic], so we can just give the [c]ourt a reference, and
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    in answers to interrogatories, they say that the Hospital of
    University   of   Pennsylvania    is   an    unincorporated
    sub[div]ision of the Trustees of the University of
    Pennsylvania.
    Essentially, Your Honor, my belief would be, since
    everybody worked just for the Hospital of University of
    Pennsylvania, there should be one attorney representing
    the defendants in this matter. The defendants shouldn’t
    get two openings, two cross-examinations, two closing[s],
    and maybe even tonight with Doctor Fox, a direct and a
    cross, okay.
    I think there should be one attorney for the hospital. They
    all work for the hospital. The hospital is a division of—it
    says an unincorporated division of the Trustees of the
    University of Pennsylvania.
    You shouldn’t get two bites at the apple because they
    decide to say, we’re different people.
    *     *      *
    I think, Your Honor, there should be one lawyer for the
    defendants in this case. The defendants have agreed in a
    stipulation that we read to the [c]ourt this morning and
    put on the record that they all work for HUP and, at best,
    [Dr.] Ural is an employee of the Trustees.
    I don’t think being an employee of the Trustees necessarily
    means he’s their agent. They didn’t stipulate that he was
    an agent, and they want to keep two defendants in for
    some coverage issues that they have with [the Medical
    Care Availability and Reduction of Error Act (“MCARE”)].
    N.T., 10/29/2013, at 163-66.
    Counsel for HUP challenged the timing of Deeds’ objection, arguing
    that “[i]f this was something that [Deeds] had an issue with, counsel needs
    to bring this up before.” 
    Id. at 168.
    Counsel for the Trustees maintained
    that Deeds’ concern was raised too late, and argued that the Trustees and
    HUP are “two separate entities” and that the stipulation “was for coverage
    - 10 -
    J-A33035-14
    reasons.” 
    Id. at 169.
    Counsel for Deeds disagreed, asserting that the issue
    could not have been raised earlier because Dr. Ural’s employment status had
    been left opaque by the fact that the Trustees had not “answer[ed]
    interrogatories or answer[ed] the complaint in any kind of fair way.” 
    Id. at 171.
    The trial court agreed with Appellees, stating:
    It should have been raised pre-trial because the jury has already
    heard about who [counsel for the Trustees] represents in his
    opening to the jury.
    I think [counsel for HUP] is correct. It’s waived, it has not been
    raised prior to trial.
    
    Id. Thereafter, counsel
    for the Trustees remained an active participant in
    the trial, and was permitted to examine witnesses and to present closing
    arguments. Nonetheless, when the case was sent back with the jury, only
    HUP appeared on the verdict slip.
    Pursuant to Pa.R.C.P. 230, a plaintiff may declare a voluntary nonsuit
    to terminate litigation against a defendant once trial has commenced. 4      In
    this case, however, counsel for Deeds did not declare a voluntary nonsuit
    against the Trustees.           Nor did Deeds identify any other procedural
    ____________________________________________
    4
    “Pa.R.C.P. 230 declares a voluntary nonsuit to be the exclusive
    method of voluntary termination by a plaintiff during trial; that it may not be
    suffered without leave of court after plaintiff has rested his case; and that it
    is not permissible at all after the close of all of the evidence.” Deigan v.
    Deigan, 
    232 A.2d 227
    , 229 (Pa. Super. 1967).
    - 11 -
    J-A33035-14
    mechanism to remove the Trustees prior to submission of the verdict slip,
    which only named HUP. The trial court’s conclusion that the Trustees were
    not dismissed as a party is correct. See T.C.O. at 5.
    Pursuant to Pa.R.C.P. 223(2), the trial court may “[l]imit[] the number
    of attorneys representing the same party or the same group of parties, who
    may actively participate in the trial of the case or may examine or cross-
    examine a witness or witnesses[.]” Pa.R.C.P. 223(2).
    Under Rule 223 of the Pennsylvania Rules of Civil Procedure,
    local courts are empowered to make and enforce rules regulating
    the number and length of addresses to the jury. . . . Further, it
    has long been established that the addresses of counsel to the
    jury are especially subject to the regulatory powers of the trial
    judge. So long as no clear abuse of discretion exists or rights of
    due process are violated, an appellate court should not interfere.
    Burish v. Digon, 
    206 A.2d 497
    , 499 (Pa. 1965).
    In Burish, which involved cross claims for comparative negligence in a
    car accident, our Supreme Court found no error or abuse of discretion in the
    trial court’s decision to limit Burish’s counsel to one closing argument despite
    the fact that Burish was separately represented by counsel as an individual
    and by counsel for his insurance company because:
    The cross actions consolidated for trial arose out of the same
    facts and involved identical parties. Burish received the same
    treatment as his opposing litigant. None gained special
    advantage over the other. Burish was represented by [ ] both
    counsel as an individual, even though one may have been
    present to protect the interests of a company carrying liability
    insurance on his automobile. The fact that his counsel could not
    agree between themselves as to what the closing argument
    should include should not vitiate Digon’s fairly won verdict. It
    must be further noted that if the second counsel were permitted
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    to argue, it was his declared purpose to maintain that both
    drivers were guilty of negligence and, therefore, neither should
    recover.
    
    Burish, 206 A.2d at 499
    .
    At the trial of the instant case, the Trustees argued that they remained
    an essential party because of coverage questions under MCARE.            N.T.,
    10/29/2013, at 163-66, 169. Under similar circumstances in 
    Burish, supra
    ,
    our Supreme Court determined that the trial court properly limited the two
    attorneys with similar interests (one of which was financial coverage), to a
    single closing argument.    
    Burish, 206 A.2d at 499
    .     Here, the facts and
    claims pleaded against HUP and the Trustees were identical. Moreover, HUP
    and the Trustees had asserted no cross-claims against one another.       HUP
    and the Trustees shared expert witnesses as well. They were members of
    “the same group of parties,” and the matter of coverage alone did not
    require counsel for the Trustees’ active participation. See Pa.R.C.P. 223(2);
    
    Burish, 206 A.2d at 499
    . There were in fact mechanisms for removing the
    Trustees once trial commenced. Contrary to the trial court’s assertion that
    “[i]f the Trustees remained a party, they were entitled to representation,”
    T.C.O. at 5, the trial court had discretion to limit trial participation by
    counsel for the Trustees.
    We are unable to agree with the trial court’s assertion that Deeds “fails
    to demonstrate any specific prejudice that resulted from the presence of two
    defense lawyers” because the court “limited counsel for the Trustees to
    questions related to the allegations against the Trustees[’] employee, Dr.
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    Ural” and “[Deeds] points to no particular question by Defense Counsel that
    was improper or duplicative”. T.C.O. at 5. As discussed above, counsel for
    the Trustees transgressed the collateral source rule on at least three
    occasions, transgressions which form the basis for the award of a new trial in
    this case.   See 
    Walsh, 797 A.2d at 360
    .      The Trustees’ questions, which
    involved improper inquiries into Deeds’ existing financial coverage for her
    medical needs, went well beyond the scope of Deeds’ allegations of
    negligence against Dr. Ural. See N.T., 10/31/2013, at 64-65, 81. Hence it
    cannot be maintained that the active and duplicative participation of counsel
    for the Trustees caused no prejudice to Deeds.      Cf. T.C.O. at 5. The trial
    court abused its discretion by permitting counsel for the Trustees and
    counsel for HUP effectively to “tag team” Deeds at trial while representing
    the same interest. See 
    Burish, 206 A.2d at 499
    .
    Finally, inasmuch as we order a new trial, we must address Deeds’
    contention that the trial court erred and abused its discretion by “permit[ing]
    Dr. Samuel Parry, the attending physician for [Deeds’] c-section delivery [on
    January 20, 2001], to offer expert opinion testimony about the care the birth
    mother received from others two days earlier on the mother’s previous visit
    to HUP’s [Perinatal Evaluation Center (‘PEC’)].”        Deeds’ Brief at 40.
    Specifically, Appellees “did not identify Dr. Parry as an expert witness, nor
    was he identified in [Appellees’] answers to interrogatories as a treating
    physician who would be providing opinion testimony” but nonetheless “asked
    his opinion concerning whether [Deeds’] mother had preeclampsia on
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    January 18th, the equivalent of asking him as to whether or not [Appellees]
    violated the standard of care by not diagnosing [Deeds’] mother with
    preeclampsia on January 18th.”        
    Id. at 41-42.
       After careful review, we
    disagree.
    Our standard of review for evidentiary rulings is narrow:
    When we review a trial court’s ruling on admission of evidence,
    we must acknowledge that decisions on admissibility are within
    the sound discretion of the trial court and will not be overturned
    absent an abuse of discretion or misapplication of law. In
    addition, for a ruling on evidence to constitute reversible error, it
    must have been harmful or prejudicial to the complaining party.
    The admissibility of expert testimony is soundly committed to
    the discretion of the trial court, and the trial court’s decision will
    not be overruled absent a clear abuse of discretion.
    Polett v. Public Communs., Inc., 
    83 A.3d 205
    , 218-19 (Pa. Super. 2013)
    (citations omitted).
    “[T]he division [sic]whether testimony constitutes fact or opinion may
    be difficult, for there is no litmus test for fact versus opinion.” Bucchianeri
    v. Equitable Gas Co., 
    491 A.2d 835
    , 839 (Pa. Super. 1985) (internal
    quotation marks omitted). “[T]echnical expertise does not ipso facto convert
    a fact witness, who might explain how data was gathered, into an expert
    witness, who renders an opinion based on the data.” Branham v. Rohm &
    Haas Co., 
    19 A.3d 1094
    , 1110 (Pa. Super. 2011).
    A pre-trial report    by a non-party expert serves to inform the
    opposing side of       the identity of a party’s experts and the
    conclusions of the    experts in order to prevent unfair surprise and
    prejudice at trial.   However, a physician who is also a defendant
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    J-A33035-14
    may testify as a fact witness in his own behalf without the prior
    filing of an expert’s report.
    Havasy v. Resnick, 
    609 A.2d 1326
    , 1333 (Pa. Super. 1992).                   “Fact
    testimony may include opinion or inferences so long as those opinions or
    inferences are rationally based on the witness’s perceptions and helpful to a
    clear understanding of his or her testimony.” Brady by Brady v. Ballay,
    
    704 A.2d 1076
    , 1082 (Pa. Super. 1997).
    In the instant case, Dr. Parry treated Deeds’ mother, Tamika Peterson,
    on November 27, 2000, when she initially presented to HUP with back pain.
    Dr. Parry did not see Peterson on January 18, 2001, when she complained of
    headache, uterine contractions, and blurred vision, but was sent home.
    However, Dr. Parry was the attending physician on January 20, 2001, when
    Peterson suffered a placental abruption and Deeds was delivered by
    emergency caesarian section.        Prior to Dr. Parry’s testimony, Deeds
    objected, arguing:
    Doctor Parry . . . did not see the patient on [January] 18th, did
    not participate in the care on the 18th, and Doctor Parry will start
    talking about the care that took place on the 18th is not needed
    [sic].
    I’ve asked for an offer of proof and counsel told me well, he’s
    going to talk about how the PEC worked and how the PEC was
    set up and how people were assigned to the PEC. We have
    already heard from every defense witness with the exception of
    Doctor Schwartz, who just left, about the PEC, how it was
    working, how it was set up.
    So, this is nothing but repetitive testimony by someone who is
    not there during any of the critical events that occurred.
    *     *      *
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    So, I have to wonder, Your Honor, what he is going to testify to.
    If he is going to testify about the care that he rendered on the
    20th, and the 21st, and the discharge summary that he wrote,
    then I think that he is a treating physician.
    N.T., 11/6/2013 (Morning Session), at 113-15.             After hearing from
    Appellees, the court held that Dr. Parry would be permitted to “testify about
    his contacts with Tamika Peterson,” 
    id. at 127,
    and to the extent that Dr.
    Parry relied upon notes in Peterson’s file from the January 18, 2001 visit in
    order to diagnose the placental abruption on January 20, he would be
    permitted to so testify.    
    Id. at 134.
      Thereafter, Dr. Parry was sworn in
    without being qualified as an expert witness.     N.T., 11/6/2013 (Afternoon
    Session), at 7.     Dr. Parry testified that he diagnosed Peterson with a
    placental abruption on January 20, and that after the emergency caesarian
    section, her blood pressure remained high. 
    Id. at 60-61.
    He then explained
    as follows:
    So, otherwise, I thought Ms. Peterson was doing well. So I
    wrote routine post-op care. And now we have to from this
    point on make a decision why we had these elevated
    pressures because if I do think it’s pre-eclampsia, pre-
    eclampsia after delivery, before delivering any time can
    lead to major medical problems for the mother. It can
    affect the liver, it can affect the kidneys. It can cause a
    woman to have a seizure. It can cause stroke.
    One of the major things it does is causes seizure. Pre-
    eclampsia then becoming eclampsia. When a woman has
    a seizure and if I think a woman has pre-eclampsia, I have
    to give her medicine to prevent a seizure which is
    magnesium sulfate. They hate that. It makes them feel
    weak like they have the flu. It’s not a nice drug to give a
    woman. I don’t give it to any woman that I have any
    suspicion of pre-eclampsia. We have to know for sure,
    does she have it or not. If she has, she has to get
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    J-A33035-14
    magnesium sulfate for the next day to prevent her from
    having a seizure.
    [Counsel for the Trustees]: Doctor, if a patient truly has pre-
    eclampsia and doesn’t get magnesium sulfate, what could
    happen?
    [Parry]:    She could have a seizure.
    [Counsel for the Trustees]:   Does any of that happen?
    [Parry]:    No.
    
    Id. at 62-63.
    Dr. Parry described the monitoring and lab work performed to
    satisfy his diagnosis that Ms. Peterson did not have preeclampsia, and stated
    that he successfully treated her pregnancy-induced hypertension with
    magnesium sulfate.      
    Id. at 63-66.
      Thereafter, counsel for the Trustees
    asked:
    There is a distinction between—there is a mild pre-
    eclampsia and a severe pre-eclampsia, right, Doctor? Did
    she have either mild pre-eclampsia or severe pre-
    eclampsia on January 20?
    [Parry]:    No.
    [Counsel for the Trustees]: Did she have either mild pre-
    eclampsia or severe pre-eclampsia on January 18?
    [Parry]:    No.
    [Counsel for Deeds]:    Objection.
    [Counsel for the Trustees]: We went through the notes that he
    reviewed from the two days before.
    The Court: Overruled.
    
    Id. at 66.
    Deeds argues that Dr. Parry’s testimony that Deeds’ mother did not
    have preeclampsia on January 18, 2001 expressed an expert opinion as to
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    J-A33035-14
    standard of care. However, Dr. Parry’s testimony that Peterson did not have
    preeclampsia on January 18 was based on his treatment and observation of
    Peterson, and was “helpful to a clear understanding of his . . . testimony.”
    
    Brady, 704 A.2d at 1082
    . Although Dr. Parry discussed the basis for the
    course of Peterson’s medical treatment and provided an explanation as to
    how she received care at the PEC based on his experience as an attending
    physician at the PEC, he did not render any opinion as to whether the PEC
    violated a standard of care on January 18. Therefore, the trial court did not
    err in admitting his testimony as a fact witness.      See 
    Polett, 83 A.3d at 218-19
    ; see also 
    Branham, 19 A.3d at 1110
    ; 
    Bucchianeri, 491 A.2d at 839
    .      Hence, to the extent that this issue might arise upon retrial, we
    observe that Deeds’ third issue would not merit relief on the present appeal.5
    Having concluded that Deeds was irreparably prejudiced by Appellees’
    violations of the collateral source rule and “tag team” representation at trial,
    we reverse the judgment in favor of Appellees, and we remand for a new
    trial.
    Reversed and remanded for new trial. Jurisdiction relinquished.
    Judge Lazarus joins the opinion.
    Judge Strassburger files a concurring and dissenting opinion.
    ____________________________________________
    5
    Necessarily, we do not opine with respect to the permissibility at retrial
    of questions or answers different than those challenged on this appeal.
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    J-A33035-14
    Judgment Entered.
    Joseph D. Seletyn, Esq.
    Prothonotary
    Date: 1/30/2015
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