deposition

After testifying at her deposition that she had no intention to undergo surgery, Plaintiff Yvonne Terrell changed her mind and testified at trial that she would have the surgery, causing the Appellate Division in Terrell v. Chitra, 2026 N.J. Super. Unpub. LEXIS 84 (Jan. 16, 2026), to consider whether that changed testimony would allow her to claim future medical costs from the surgery.

After a motor vehicle accident in 2018, Terrell sued Defendant Penafranc Chitra for injuries to her neck, back, and right shoulder. Noting the acute, traumatic herniated disc in her spinal column, Terrellโ€™s primary treating doctor, an orthopedic surgeon, recommended she have a cervical discectomy and fusion. He explained the significant risks of the surgery to Terrell, which included paralysis and death. Terrell, a nurse and primary care-giver for a disabled son, worried about how a surgery would affect her and did not have the surgery in 2019 or 2020. Even after several other doctorsโ€™ opinions, she testified at her deposition that she felt the risks were too great to have the surgery. In his report in mid-2022, her medical expert stated Terrell, though still in pain, chose not to have the recommended surgery. Prior to trial she never amended any of her discovery responses to indicate any intention to have the neck surgery.

Ahead of trial, Chitra conceded that the accident was her fault, allowing the case to proceed on the issue damages alone. Working off of Terrellโ€™s choice not to have surgery, Chitraโ€™s attorneys asked the court to bar any evidence Terrell intended to introduce regarding the future medical costs of her surgery. The court agreed, and prevented her medical expert from offering an opinion as to those future medical costs.

At trial in the Fall of 2023, Terrell changed her story. She said her son had recently passed away and, since she intended to retire shortly and she did not want to have pain for the rest of her life, stated โ€œsurgery may help,โ€ and she wanted to have the surgery โ€“ but made no firm decision to do so. In light of that testimony, Terrell, over the defenseโ€™s objection, asked the court to reconsider itโ€™s decision on barring evidence of her future medical costs. The trial court agreed, and allowed her to introduce her medical expertโ€™s testimony as to both her need for the surgery and its cost, $250,000. Upon hearing this testimony, the jury returned a verdict of $1,300,000; $1,000,000 for pain and suffering and $300,000 for future medical costs, including the surgery.

Chitra appealed. Critically, she claimed that Terrellโ€™s future medical costs were inadmissible due to both her failure to disclose her intention to have the surgery prior to trial and because the introduction of the cost of the claimed surgery tainted the juryโ€™s award on pain and suffering.

The Appellate Division agreed. It found that Terrellโ€™s failure to amend her discovery responses at any time before trial to show any intention to have the surgery prejudiced defendantโ€™s ability to defend against her claims that the surgery may occur. At no time from her deposition until she testified, including a lengthy pre-trial process and Chitraโ€™s motion to strike evidence of future medical costs, did Terrell provide any suggestion she considered surgery; if she had done so, the defense could have prepared their defense accordingly. Because she did not, the Court determined, she prejudiced Chitraโ€™s defense. The Court also noted she never made a definitive statement that she would have the surgery and, as her attorney admitted at oral argument before them, she still had not had it by late 2025.

Finally, the Court determined that because the trial court improperly allowed Terrell to present her expertโ€™s opinion of her future medical costs related to the surgery, that evidence tainted  the jury as to the value of her injuries and affected their decision on pain and suffering. As a result, the Court vacated the full $1,300,000 judgment and sent the entire case back to the trial court for a new trial on damages, barring Terrell from introducing any of the contested evidence as to the purported surgery or its costs.

Of note, affecting the Courtโ€™s determination of prejudice, the Court found that had Terrell made a definitive statement as to surgery before the close of discovery in 2021, or if she had the surgery, that surgery would have been covered by her Personal Injury Protection (PIP) benefits available through her auto insurance. But, because of her indecision and failure to have the surgery, the PIP statute of limitations may have expired, barring Chitra to seek reimbursement from the insurer.  The Court found that Terrell must bear the consequences of failing to choose to have surgery when PIP benefits would have been available to pay for it. Moreover, by rule, PIP-payable future medical costs are not admissible at trial and should not have been presented to the jury.

Both federal and state courts in New Jersey require that the fee charged by an expert for a deposition be paid by the party requesting the deposition.ย  Hence, if a defendant wishes to take the deposition of plaintiffโ€™s expert, the defendant would be required to pay that expertโ€™s reasonable fee.ย  However, often an issue arises as to what would be a โ€œreasonableโ€ fee. ย The issue in the federal case of Salmon v. Lewis, 2025 U.S. Dist. LEXIS 260053 (D.N.J. Dec. 16, 2025) was whether the defendants would be required to pay the flat fee of $12,000 for a full day deposition of plaintiffโ€™s expert, Dr. Roman Shulkin, an anesthesiologist. ย Additionally, there was an issue as to whether the fee of the plaintiffโ€™s orthopedic surgeon, who demanded $1,250 per hour, equating to $10,000 for a full day deposition, was a reasonable fee.ย 

This case involved personal injuries resulting from a motor vehicle accident.  Plaintiff was driving a truck within the scope of his employment when a collision occurred with the defendant Roger Lewis, also operating a truck within the scope of his employment.  Plaintiff alleged that Lewis was negligent, resulting in a collision with his vehicle, and sued Lewis and his employer.   As a result of the accident, plaintiff claimed to have suffered severe and permanent injuries.

In discovery, plaintiff identified both Dr. Roman Shulkin, an anesthesiologist, and Dr. Howard Baum, an orthopedic surgeon, as his experts.ย  The defendants reached out to plaintiff to schedule the deposition of both experts and asked as to their fees for appearing at the deposition.

Dr. Shulkin demanded a fee of $12,000 for a full day of testimony or $8,000 for a half day of testimony but did not provide an hourly fee.  The defendants filed a motion with the court to set a reasonable fee for Dr. Shulkin and asked the court to set the fee at $450 an hour, which the defendants argued was a reasonable fee for an anesthesiologist.

As for Dr. Baum, he demanded a fee of $1,250 per hour to appear for his deposition, which would equate to about $10,000 for a full day deposition.  The defendants filed another motion to set a reasonable expert fee for Dr. Baum, again asking the court to set the fee at $450 per hour, which defendants claimed was the prevailing rate for orthopedic surgeons to testify at a deposition. 

In response to the motions, the Court noted that the federal court rules required that the expert be paid a โ€œreasonableโ€ fee for time spent in responding to discovery.  Moreover, the party taking the expertโ€™s deposition would bear the cost charged by the expert for the testimony.  However, the party seeking reimbursement of their expertโ€™s fee would bear the burden of showing that the requested fees and costs are reasonable.

Thus, the Court had to determine the reasonableness of fees owed by the deposing party and must adjust fees that are deemed unreasonable.

In this matter, the defendants did not object to paying a fee for the depositions of plaintiffโ€™s experts.  They merely disputed the amount of that fee.  Thus, the only issue before the Court was the reasonableness of both of the doctorโ€™s respective fees.  The Court noted that it had virtually no information before it to determine what constituted a reasonable fee.

The defendantsโ€™ argument that the reasonable fee should be $450 per hour was made with no support for this conclusory statement, making it impossible for the Court to evaluate the factors courts would normally consider when setting expert fees.  The defendants failed to provide any comparative data concerning fees charged by similarly-situated doctors in other cases.  The only useful information that the defendants provided to the court in a footnote was where defendants cited to U.S. Bureau of Labor Statistics data for the mean annual income for an anesthesiologist. 

Similarly, the defendants provided no evidence or data to support their contention that the prevailing rate for an orthopedistโ€™s deposition should be $450 per hour.  Again, the only information provided was the U.S. Bureau of Labor Statistics mean annual income for an orthopedic surgeon. 

However, the Court pointed out that the plaintiff carries the burden of demonstrating the reasonableness of his expertsโ€™ demanded fees.  Plaintiff did not oppose either motion or provide the Court with any information that might explain why both of these doctorsโ€™ fees were reasonable.  Plaintiff did not even provide the Court with the expertsโ€™ curriculum vitae.

Because the Court was provided no information about either doctorsโ€™ training, education, experience or the complexity of their anticipated deposition testimony, the anticipated length of their deposition, the fees being charged to plaintiff, or the fees defendants were paying for a similarly situated experts, the Court was left to use its own discretion to determine a reasonable expert fee.  The Court conducted research with courts around the country and concluded that the reasonable deposition fee for an orthopedic surgeon varied from $400 per hour to over $1,500 per hour.  The Court located only one case addressing the reasonable deposition fee for an anesthesiologist who set the fee at $600 per hour.

Due to the scant evidence before it, and the complete silence from plaintiff on this issue, the Court determined that $850 per hour was a reasonable hourly rate for the orthopedic surgeon, Dr. Baum.  It set that fee as a midpoint between the demanded fee of $1,250 and the $450 rate defendants proposed.  It also was roughly a midpoint for deposition fees set around the country for orthopedic surgeons, with a slightly higher rate to account for inflation and the generally higher rates charged in this geographic area.

As for Dr. Shulkin, the anesthesiologist, although no hourly rate was provided, but based upon his flat fee demands, the Court concluded that his actual rate was $2,000 for the first four hours and $1,500 for the remaining four hours.  In setting a reasonable hourly rate, the only case the Court discovered from its own research set the expert fee for an anesthesiologist at $600 per hour.  However, the Court noted that this case was 15 years old and emanated from the Northern District of Indiana.  Due to the passage of time and accounting for the historically higher rates charged in this area, the court also set a reasonable expert fee for Dr. Shulkin at $850 per hour.

Finally, the Court noted that should either doctor insist on being paid their demanded fees to sit for a deposition, then plaintiff must pay the excess amount between the rate set by the Court and the rate demanded by the doctor. 

This case is instructive for setting the reasonable fee of an expert.  Note that in this case, the plaintiff did not submit any response to these motions and, hence, was stuck with the courtโ€™s ruling.  If the plaintiffโ€™s experts do not accept the fee set by the court, then the plaintiff will be stuck paying the balance of the fee, which could be substantial.  On the other hand, the defendants could have provided better data to justify their requested fee of $450 per hour.  Without providing any data, the defendants are now stuck paying almost twice what they suggested was a reasonable fee for deposing plaintiffโ€™s experts.

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