Under Mass. R. Civ. P. 26 (b )(4)(A)(i), 365 Mass. 772 [1974], where a party intends to use the opinions of experts, the party is obligated “to disclose the substance of and grounds for the opinions of the expert witness.” (Kace v. Liang (2015) 36 N.E.3d 1215, 1217 [“conclud[ing] that the plaintiff met the basic disclosure requirements of rule 26 (b )(4)(A)(i), although the disclosure was not as clear or complete as it could have been and the expert witness's trial testimony was inappropriately used by the plaintiff's counsel.”])
Massachusetts rules of civil procedure “require a party to respond to expert witness interrogatories by disclosing the identity of each expected expert witness as well as ‘the substance of the facts and opinions to which the expert is expected to testify and a summary of the grounds for each opinion.’” (Kace v. Liang (2015) 36 N.E.3d 1215, 1221 citing Mass. R. Civ. P. 26 (b ) (4)(A)(i).)
“The rules also require supplementation of an expert interrogatory response if there are any changes or additions to it.” (Kace v. Liang (2015) 36 N.E.3d 1215, 1221 citing Mass. R. Civ. P. 26 (e )(1)(B).) The goal is obvious: to facilitate the fair exchange of information about critical witnesses and to prevent unfair surprise. (Kace, id., citing Resendes v. Boston Edison Co. (1995) 38 Mass.App.Ct. 344, 351; Thibeault v. Square D Co. (1992) 960 F.2d 239, 244 [1st Cir] quoting United States v. Procter & Gamble Co. (1958) 356 U.S. 677, 682 [Fed.R.Civ.P. 26 is “consonant with the federal court's desire to ‘make a trial less a game of blindman's buff and more a fair contest with the basic issues and facts disclosed to the fullest practical extent’”]; Licciardi v. TIG Ins. Group (1998) 140 F.3d 357, 363 [1st Cir.][discussing Fed.R.Civ.P. 26.] )
Exclusion of expert testimony or opinion is but one of several consequences for failure to provide timely and complete responses. Indeed, “[a] judge has broad discretion to admit or exclude ‘expert testimony when the proponent has not given proper notice of ... the subject matter of the expert's anticipated testimony, either in his answers to interrogatories or in his supplementary responses.’” (Kace v. Liang (2015) 36 N.E.3d 1215, 1221 citing Elias v. Suran (1993) 35 Mass.App.Ct. 7, 10.)
In the absence of “prejudicial error resulting from an abuse of discretion,” we “will not disturb a judge's exercise of discretion” regarding expert witness disclosures (See Wilson v. Honeywell, Inc. (1991) 409 Mass. 803, 809.)
Under Mass. R. Sup. Ct. 9C (a) [Effective September 1, 2021], “Counsel for each of the parties shall confer in advance of filing any motion, except motions governed by Rule 9A(d) and Standing Order 1-96, and make a good faith effort to narrow areas of disagreement to the fullest extent. Counsel for the party who intends to serve the motion shall be responsible for initiating the conference, which conference shall be by telephone or in person. All such motions shall include a certificate stating that the conference required by this Rule was held, together with the date and time of the conference and the names of all participating parties, or that the conference was not held despite reasonable efforts by the moving party to initiate the conference, setting forth the efforts made to speak by telephone or in person with opposing counsel. Motions unaccompanied by such certificate will be denied without prejudice to renew when accompanied by the required certificate.” (See Mass. R. Sup. Ct. 9C.)
“The admissibility of belatedly disclosed expert opinion rests within the sound discretion of the trial judge.” (Hammell v. Shooshanian Engineering Associates, Inc. (2009) 73 Mass. App. Ct. 634, 638 citing Resendes v. Boston Edison Co. (1995) 38 Mass. App. Ct. 344, 350.)
It is well settled that, pursuant to Mass.R.Civ.P. 37(d), 365 Mass. 797 (1974), “when a party wilfully fails to appear for a properly noticed deposition, fails to answer interrogatories, or fails to serve a written response to a request for documents, a judge on motion ‘may make such orders in regard to the failure as are just.’ This may include, pursuant to rule 37(b)(2)(C), an order dismissing the action or any part thereof, or entering default judgment against the disobedient party. Rule 37(d) also provides that in lieu of, or in addition to, any order, ‘the court may require the party failing to act or the attorney advising him or both to pay the reasonable expenses, including attorney's fees, caused by the failure.’” (See Surabian v. Billings (2017) 75 N.E.3d 1147.)
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COMMONWEALTH OF MASSACHUSETTS WORCESTER, ss WORCESTER SUPERIOR COURT DOCKET NO.: a ANVSS3RG BRENDA KASPER Plaintiff, FILED Vv. FLEXIBLE FUNDAMENTALS, INC., JENNIFER MCGEE, AND MIRICK, O’CONNELL, DEMALLIE & MAY 14 …
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3 pages
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Middlesex County, MA
May 03, 2024
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May 03, 2024
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Nantucket County, MA
May 03, 2024
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9 pages
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May 03, 2024
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Worcester County, MA
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108 pages
None
Worcester County, MA
Apr 30, 2024
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7 pages
Date Filed 4/30/2024 6:45 PM Superior Court - Worcester Docket Number 1885CV01613 COMMONWEALTH OF MASSACHUSETTS WORCESTER, SS: SUPERIOR COURT NO: 1885CV01613 JOHN MCGARVIN, Individually and In his capacity as …
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Apr 30, 2024
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38 pages
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Middlesex County, MA
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Middlesex County, MA
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90 pages
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Middlesex County, MA
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Middlesex County, MA
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Middlesex County, MA
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Suffolk County, MA
Apr 25, 2024
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7 pages
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Suffolk County, MA
Apr 24, 2024
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Feb 10, 2022
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Suffolk County, MA
Apr 24, 2024
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50 pages
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Middlesex County, MA
Apr 24, 2024
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8 pages
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Other Negligence - Personal Injury / Property Damage
3 pages
COMMONWEALTH OF MASSACHUSETTS SUPERIOR COURT DEPARTMENT PLYMOUTH, ss. PLYMOUTH COUNTY DIVISION Docket No. ZUG 30V 093 (® ALI GHEITA, Petitioner, EX PARTE MQFION-FOR FUNDS. V. …
Plymouth County, MA
Apr 22, 2024
Appeal from District Court Commitment G.L. c. 123 § 9(b)
4 pages
Date Filed 4/22/2024 10:09 AM Superior Court - Suffolk SL Docket Number 2284CV00323 37 COMMONWEALTH OF MASSACHUSETTS SUFFOLK, SS. SUPERIOR COURT DEPARTMENT O…
Feb 10, 2022
02/10/2022
Suffolk County, MA
Apr 22, 2024
Sale or Lease of Real Estate
2 pages
Date Filed 4/22/2024 10:09 AM Superior Court - Suffolk Docket Number 2284CV00323 COMMONWEALTH OF MASSACHUSETTS SUFFOLK, SS. SUPERIOR COURT DEPARTMENT OF THE TRIAL COURT CHERYL APPEL, Plaintiff, Vv. C.A. No. 2284CV00323 …
Feb 10, 2022
02/10/2022
Suffolk County, MA
Apr 22, 2024
Sale or Lease of Real Estate
29 pages
Date Filed 4/22/2024 10:09 AM Superior Court - Suffolk Docket Number 2284CV00323 SL 39 COMMONWEALTH OF MASSACHUSETTS SUFFOLK, ss. SUPERIOR COURT DEPARTMENT OF THE TRIAL COURT …
Feb 10, 2022
02/10/2022
Suffolk County, MA
Apr 22, 2024
Sale or Lease of Real Estate
7 pages
Date Filed 4/22/2024 10:09 AM Superior Court - Suffolk Docket Number 2284CV00323 SL 40 COMMONWEALTH OF MASSACHUSETTS SUFFOLK, SS. SUPERIOR COURT DEPARTMENT OF THE TRIAL COURT …
Feb 10, 2022
02/10/2022
Suffolk County, MA
Apr 22, 2024
Sale or Lease of Real Estate
7 pages
Iq x Ye COMMONWEALTH OF MASSACHUSETTS SUFFOLK, ss SUPERIOR COURT DEPARTMENT CIVIL ACTION NO. gL{-O{O …
Suffolk County, MA
Apr 22, 2024
Appeal from Administrative Agency G.L. c. 30A
4 pages
Ylaalat COMMONWEALTH OF MASSACHUSETTS SUPERIOR COURT DEPARTMENT PLYMOUTH, ss. PLYMOUTH COUNTY DIVISION Docket No. TEVON CAMPBELL, Petitioner, EX PARTE MOTION FOR FUNDS Vv, FOR INDEPEN…
Plymouth County, MA
Apr 22, 2024
Appeal from District Court Commitment G.L. c. 123 § 9(b)
61 pages
Date Filed 4/22/2024 10:09 AM Superior Court - Suffolk SL Docket Number 2284CV00323 38 COMMONWEALTH OF MASSACHUSETTS SUFFOLK, SS. SUPERIOR COURT DEPARTMENT OF THE TRIAL COURT …
Feb 10, 2022
02/10/2022
Suffolk County, MA
Apr 22, 2024
Sale or Lease of Real Estate
9 pages
COMMONWEALTH OF MASSACHUSETTS SUFFOLK, ss. SUPERIOR COURT f4 C.ALNO. MERCK & CO., INC. and MERCK SHARP& - (o&C DOHME CORP.,! | …
Apr 19, 2024
04/19/2024
Suffolk County, MA
Apr 19, 2024
Foreign Discovery Proceeding
14 pages
C4 \ 4 aw Vn COMMONWEALTH OF MASSACHUSETTS “A vt : DLESEX, ss. SUPERIOR COURT Civil Action No.: 1881CV02603 1 WENDELL TANG, M.D., As Representative of the Estate of LUK…
Middlesex County, MA
Apr 19, 2024
Wrongful Death - Non-medical, G.L.c.229, §2A
18 pages
Date Filed 4/18/2024 12:20 PM Superior Court - Bristol Docket Number 2473CV00092 ¥ II. COMMONWEALTH OF MASSACHUSETTS BRISTOL, SS. SUPERIOR COURT DEPARTMENT Civil Action No.: 2473CV0092 B QUIN…
Bristol County, MA
Apr 18, 2024
Products Liability
47 pages
aY¥ COMMONWEALTH OF MASSACHUSETTS NORFOLK, ss. SUPERIOR COURT DEPARTMENT CIVIL ACTION GLORIA SHALDERS PLAINTIFF ‘ * ) CASE NO: 228…
Norfolk County, MA
Apr 18, 2024
Other Tortious Action
1 page
Date Filed 4/15/2024 9:34 AM Superior Court - Essex Docket Number 2277CV00887 ALLOWED in part. The plaintiff shall make her expert disclosures in 16 compliance with Mass, . Civ. P. 26(b)(4) and Superior Court Rule 30B by oN aaa RECEIVED May 17, 2024 | Col …
Sep 19, 2022
09/19/2022
Essex County, MA
Apr 17, 2024
Motor Vehicle Negligence - Personal Injury / Property Damage
14 pages
qh os id i COMMONWEALTH OF MASSACHUSETTS MIDDLESEX, ss. SUPERIOR COURT Civil Action No.: 1881CV02603 WENDELL TANG, M.D., As Representative of the Estate of LUKE TANG, Plaintiff Vv. MELANIE NORTHROP, MSW, LICSW, Defendant DEFENDANT, MELANIE NORTHROP, MSW, …
Middlesex County, MA
Apr 17, 2024
Wrongful Death - Non-medical, G.L.c.229, §2A
1 page
Date Filed 3/13/2024 12:46 PM ‘Superior Court - Essex Docket Number 2477CV00144 ° 4 COMMONWEALTH OF MASSACHUSETTS ESSEX, ss. SUPERIOR COURT DEPARTMENT CIVIL ACTION NO. 2477CV00144 After hearing, ALLOWED. The pl…
Essex County, MA
Apr 17, 2024
Other Tortious Action
11 pages
Date Filed 4/17/2024 3:33 PM Superior Court - Middlesex Docket Number 1881CV02603 93 COMMONWEALTH OF MASSACHUSETTS MIDDLESEX, ss. SUPERIOR COURT DEPT. C.A. No.: 1881CV02603 ______________________________ …
Middlesex County, MA
Apr 17, 2024
Wrongful Death - Non-medical, G.L.c.229, §2A
24 pages
Date Filed 4/15/2024 9:34 AM ‘Superior Court - Essex Docket Number 2277CV00887 16.1 COMMONWEALTH OF MASSACHUSETTS ESSEX, SS. SUPERIOR COURT PATRICIA SHOLDS, P…
Sep 19, 2022
09/19/2022
Essex County, MA
Apr 15, 2024
Motor Vehicle Negligence - Personal Injury / Property Damage
26 pages
Date Filed 4/15/2024 9:34 AM Superior Court - Essex Docket Number 2277CV00887 16 RECEIVED COMMONWEALTH OF MASSACHUSETTS ESSEX, SS. SUPERIOR COURT PATRICIA SHOLDS, Plaintiff …
Sep 19, 2022
09/19/2022
Essex County, MA
Apr 15, 2024
Motor Vehicle Negligence - Personal Injury / Property Damage
10 pages
Date Filed 4/15/2024 11:19 AM Superior Court - Essex Docket Number 2277CV00887 18 RECEIVED COMMONWEALTH OF MASSACHUSETTS ESSEX, SS. SUPERIOR COURT PATRICIA SHOLDS, ‘Plaintiff …
Sep 19, 2022
09/19/2022
Essex County, MA
Apr 15, 2024
Motor Vehicle Negligence - Personal Injury / Property Damage
4 pages
Date Filed 4/11/2024 4:17 PM Superior Court - Worcester E-FILED Docket Number 2185CV01162 COMMONWEALTH OF MASSACHUSETTS WORCESTER, ss. SUPERIOR COURT DEPARTMENT CIVIL…
Worcester County, MA
Apr 11, 2024
Governance, Conduct, Internal Affairs of Entities
4 pages
Date Filed 4/11/2024 3:02 PM Superior Court - Middlesex Docket Number 1881CV01002 26 1 COMMONWEALTH OF MASSACHUSETTS MIDDLESEX, ss. SUPERIOR COURT …
Middlesex County, MA
Apr 11, 2024
Wrongful Death - Non-medical, G.L.c.229, §2A
33 pages
Date Filed 4/9/2024 8:48 AM Superior Court - Essex Docket Number 2377CV00627 43 COMMONWEALTH OF MASSACHUSETTS ESSEX, SS SUPERIOR COURT Concetta Orlando, Plaintiff Vv. …
1 page
Date Filed 4/4/2024 3:53 PM Superior Court - Bristol Docket Number 2373CV001 07 ( 40. COMMONWEALTH OF MASSACHUSETTS BRISTOL, SS. SUPERIOR COURT DEPARTMENT a CIVIL ACTION NO.: 2373CV00107 …
Bristol County, MA
Apr 09, 2024
Malpractice - Medical
10 pages
. / COMMONWEALTH OF MASSACHUSETTS SUFFOLK, ss. SUPERIOR COURT DEPARTMENT 27/5 eet ON NO. …
Suffolk County, MA
Apr 08, 2024
Construction Dispute
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