Morris v. National Seating & Mobility, Inc.
Filing
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REPORT AND RECOMMENDATIONS re 11 Motion for Leave to File Document filed by James E. Morris, 8 Motion for Summary Judgment filed by National Seating & Mobility, Inc. The United States District Clerk shall serve a copy of this Report and Reco mmendation on all parties by either (1) electronic transmittal to all parties represented by attorneys registered as afiling user with the clerk of court, or (2) by mailing a copy to those not registered by certified mail, return receipt requested. Signed by Judge Elizabeth S. Chestney. (wg)
IN THE UNITED STATES DISTRICT COURT
FOR THE WESTERN DISTRICT OF TEXAS
SAN ANTONIO DIVISION
JAMES E. MORRIS,
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Plaintiff,
vs.
NATIONAL SEATING & MOBILITY,
INC.,
Defendant.
SA-18-CV-00048-FB
REPORT AND RECOMMENDATION
OF UNITED STATES MAGISTRATE JUDGE
To the Honorable United States District Judge Fred Biery:
This Report and Recommendation concerns Defendant National Seating & Mobility,
Inc.’s, Motion for Summary Judgment [#8]. Also before the Court is Plaintiff James E. Morris’
Motion for Modification of Scheduling Order and for Leave of Court to File First Amended
Complaint [#11]. On January 7, 2019, the Honorable Fred Biery referred all pre-trial proceedings
in this case to the undersigned for disposition pursuant to Rule 72 of the Federal Rules of Civil
Procedure and Rules CV-72 and 1(c) of Appendix C of the Local Rules of the United States District
Court for the Western District of Texas [#17]. The undersigned has authority to issue this Report
and Recommendation pursuant to 28 U.S.C. § 636(b)(1)(B). For the reasons set forth below, it is
recommended that Defendant’s Motion for Summary Judgment be GRANTED and Plaintiff’s
Motion for Modification of Scheduling Order and for Leave of Court to File First Amended
Complaint be DENIED.
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I. Procedural Background
On December 12, 2017, Plaintiff James E. Morris (“Plaintiff”) filed a complaint against
Defendant National Seating & Mobility, Inc. (“Defendant”), in the 37th Judicial District Court of
Bexar County, Texas, alleging claims for strict products liability, breach of warranty, and
negligence.1 Plaintiff served Defendant through its registered agent on December 21, 2017, and
Defendant timely filed its Notice of Removal [#1] in this Court on January 17, 2018.
The Court entered a scheduling order on April 19, 2018 [#6]. The Scheduling Order set
the deadline for amendment of pleadings as July 20, 2018. (Scheduling Order [#6] at ¶ 3.) The
Scheduling Order also set the deadline for Plaintiff to designate testifying experts as August 15,
2018, but Plaintiff has not designated any experts or served any expert reports. (Id. at ¶ 4.)
Discovery closed on November 15, 2018. (Id. at ¶ 6.)
On November 30, 2018, Defendant filed a motion for summary judgment [#8]. A response
[#9], a reply [#10], and two sur-replies [#15, #20] have been filed. On January 4, 2019, Plaintiff
filed a motion to modify the scheduling order and for leave to file a first amended complaint [#11].
Defendant filed a response [#18].
II. Facts Established by the Summary Judgment Record
The material facts in the summary judgment record, viewed in the light most favorable to
Plaintiff, the non-movant, are as follows. In 2013, Plaintiff purchased a motorized wheelchair
from Defendant’s San Antonio branch. (Doc. 9-3 at 1–8.) Plaintiff is a paraplegic and is
“completely dependent” on his wheelchair for his mobility needs.
(Id. at 56.)
Plaintiff’s
wheelchair was manufactured and assembled by Pride Mobility Products Corporation and
A copy of Plaintiff’s Original Petition is attached as part of Exhibit A to Defendant’s Notice of
Removal [#1].
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Quantum Rehab. (Aff. of Robert Black [#8-2] at ¶ 4.) Defendant was involved in the process of
fitting Plaintiff for the wheelchair, ordering the wheelchair from the manufacturers, delivering the
wheelchair to Plaintiff, and providing maintenance and repair services for the wheelchair. (Id. at
¶¶ 4–5.) When he purchased the wheelchair, Plaintiff weighed 255 pounds, and the wheelchair
had a maximum weight capacity of 300 pounds. (Doc. 9-3 at 5, 42, 45.)
By August 2014, the wheelchair required repairs. (Id. at 55–56.) The wheelchair was
returned and Plaintiff received a replacement wheelchair on February 12, 2015. (Id. at 80–85.)
Within two months of receiving the replacement wheelchair, it too required repairs. (Id. at 88.) It
was returned and Plaintiff received another wheelchair on August 20, 2015. (Id. at 95, 109–10.)
On September 15, 2015, Albert Dutson documented that Plaintiff weighed 305 pounds. (Id. at 95.)
That same day, Dutson emailed Robert Black, the branch manager of Defendant’s San Antonio
branch, “James’s new weight is now 305Lbs and he is blowing the circuit breaker he is now over
the weight cap. of this PWC what is our plan of attack on this Issue ?” (Id.)
On November 10, 2015, Amy McEwen documented that Defendant received a call from
Plaintiff’s wife, Jenny Blair, “requesting that the arms on his chair be tightened” because “the arm
on the driver’s side of the control keeps falling off, and the armrest is leaning down a little too
much. The control box keep falling off.” (Id. at 112.) On November 22, 2015, Kris Herchberger,
a technician for Defendant, made “some minor adjustments” to the wheelchair. (Id.) Herchberger
made several additional repairs to the wheelchair between November 22, 2015, and January 12,
2017, the date of Plaintiff’s accident.
On February 28, 2016, Plaintiff was examined by Aria Dayani, M.D., who recorded that
Plaintiff weighed 305 pounds. (Id. at 126.) Defendant received a copy of Dr. Dayani’s medical
report on May 20, 2016. (Id. at 127.) On August 25, 2016, Herchberger noted on a repair sheet:
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“Need to know weight cap. 350# per tech line.” (Id. at 221.) On August 29, 2016, Herchberger
documented that the powered wheelchair “is rated for 350# the client weighs 325#.” (Id. at 206.)
On January 12, 2017, while transferring from his wheelchair to his vehicle, the
wheelchair’s right armrest broke and Plaintiff fell to the ground and broke his left leg. (Id. at 301.)
On February 7, 2017, Herchberger noted that the bolt for the adjustment of the pitch of the armrest
was broken. (Id.) In a Wheelchair/Scooter/Stroller Seating Assessment Form, dated May 26,
2017, Jeff Witten, a physical therapist for Defendant, documented Plaintiff’s weight as 333 pounds
and listed the maximum weight capacity of his wheelchair as 300 pounds. (Id. at 328, 331.) Then,
in the section asking for an explanation of “why current seating system is not meeting client’s
needs,” Witten explained: “He nows weighs over #300 and the chair is not built to withstand those
forces, He has multiple break downs and has broken the back and the seat elevator post which
leaves him bed bound.” (Id. at 331.) On July 2, 2017, Plaintiff received a new wheelchair with a
maximum weight capacity of 450 pounds. (Id. at 382, 386.)
III. Legal Standard
Summary judgment is appropriate under Rule 56 of the Federal Rules of Civil Procedure
only “if the pleadings, depositions, answers to interrogatories, and admissions on file, together
with the affidavits, if any, show that there is no genuine issue as to any material fact and that the
moving party is entitled to a judgment as a matter of law.” Celotex Corp. v. Catrett, 477 U.S. 317,
322 (1986); see also Fed. R. Civ. P. 56(c). A dispute is genuine only if the evidence is such that a
reasonable jury could return a verdict for the non-moving party. See Anderson v. Liberty Lobby,
Inc., 477 U.S. 242, 248 (1986).
The party moving for summary judgment bears the initial burden of informing the district
court of the basis for its motion and identifying those portions of the record that it believes
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demonstrate the absence of a genuine issue of material fact. See Celotex Corp., 477 U.S. at 323.
Once the movant carries its burden, the burden shifts to the non-moving party to establish the
existence of a genuine issue for trial. See Matsushita Elec. Indus. Co., Ltd. v. Zenith Radio Corp.,
475 U.S. 574, 587 (1986); Wise v. E.I. Dupont de Nemours & Co., 58 F.3d 193, 195 (5th Cir.
1995). The non-movant must respond to the motion by setting forth particular facts indicating that
there is a genuine issue for trial. See Miss. River Basin Alliance v. Westphal, 230 F.3d 170, 174
(5th Cir. 2000). The parties may satisfy their respective burdens by tendering depositions,
affidavits, and other competent evidence. See Topalian v. Ehrman, 954 F.2d 1125, 1131 (5th Cir.
1992). The Court will view the summary judgment evidence in the light most favorable to the
non-movant. See Rosado v. Deters, 5 F.3d 119, 123 (5th Cir. 1993).
“After the non-movant has been given the opportunity to raise a genuine factual issue, if
no reasonable juror could find for the non-movant, summary judgment will be granted.” Westphal,
230 F.3d at 174. However, if the party moving for summary judgment fails to satisfy its initial
burden of demonstrating the absence of a genuine issue of material fact, the motion must be denied,
regardless of the non-movant’s response. See Little v. Liquid Air Corp., 37 F.3d 1069, 1075 (5th
Cir. 1994) (en banc).
IV. Analysis
There are no genuine issues of material fact and Defendant is entitled to summary
judgment as a matter of law. Plaintiff has not designated any expert witnesses, and expert
testimony is required to establish the element of causation in Plaintiff’s state-law negligence claims
against Defendant. Furthermore, Plaintiff has abandoned all other claims previously asserted
against Defendant. (Pl.’s Sur-Reply to Def.’s Mot. for Summ. J. [#15] at 4.) Thus, the undersigned
recommends that Defendant’s Motion for Summary Judgment be granted. In addition, the
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undersigned recommends that Plaintiff’s Motion for Leave to File First Amended Complaint be
denied because, first, Plaintiff filed his motion over five months after the deadline for filing
amended pleadings had expired, and, second, the proposed amended pleading would be futile.
A.
Defendant’s Motion for Sum mary Judgment should be granted.
In his Original Petition, Plaintiff asserted claims for strict products liability based on a
design defect, a manufacturing defect, a marketing defect, and a failure to warn, negligence, gross
negligence, breach of express warranty, breach of implied warranty of merchantability, and breach
of implied warranty of fitness for a particular purpose. Plaintiff subsequently abandoned his strict
products liability and warranty claims, leaving only his negligence and gross negligence claims.
(Id.). Defendant is entitled to summary judgment on both remaining claims.
Under Texas law, to establish liability based on negligence, a plaintiff “must produce
evidence of a legal duty owed by the defendant to the plaintiff, a breach of that duty, and damages
proximately caused by that breach.” Lee Lewis Const., Inc. v. Harrison, 70 S.W.3d 778, 782 (Tex.
2001) (citing Praesel v. Johnson, 967 S.W.2d 391, 394 (Tex. 1998)). “The two elements of
proximate cause are cause in fact (or substantial factor) and foreseeability.” IHS Cedars Treatment
Ctr. of DeSoto, Tex., Inc. v. Mason, 143 S.W.3d 794, 798 (Tex. 2004) (citing D. Hous., Inc. v.
Love, 92 S.W.3d 450, 454 (Tex. 2002)). “Proximate cause cannot be established by mere guess
or conjecture, but rather must be proved by evidence of probative force.” McClure v. Allied Stores
of Tex., Inc., 608 S.W.2d 901, 903 (Tex. 1980); see also Akin, Gump, Strauss, Hauer & Feld,
L.L.P. v. Nat’l Dev. & Research Corp., 299 S.W.3d 106, 122 (Tex. 2009) (“Causation must be
proved, and conjecture, guess, or speculation will not suffice as that proof.”).
“The test for cause in fact is whether the negligent ‘act or omission was a substantial factor
in bringing about injury,’ without which the harm would not have occurred.” Doe v. Boys Clubs
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of Greater Dall., Inc., 907 S.W.2d 472, 477 (Tex. 1995) (quoting Prudential Ins. Co. of Am. v.
Jefferson Assocs., Ltd., 896 S.W.2d 156, 161 (Tex. 1995)). Thus, “the cause-in-fact standard
requires not only that the act or omission be a substantial factor but also that it be a but-for cause
of the injury or occurrence.” Rogers v. Zanetti, 518 S.W.3d 394, 403 (Tex. 2017). “A plaintiff
proves foreseeability of the injury by establishing that ‘a person of ordinary intelligence should
have anticipated the danger created by a negligent act or omission.’” Stanfield v. Neubaum, 494
S.W.3d 90, 97 (Tex. 2016) (quoting Doe, 907 S.W.2d at 478).
Gross negligence is “as an act or omission involving subjective awareness of an extreme
degree of risk, indicating conscious indifference to the rights, safety, or welfare of others.” State
v. Shumake, 199 S.W.3d 279, 287 (Tex. 2006). “Texas law is well-settled that, in order to prevail
on a claim for gross negligence, a plaintiff must first show ordinary negligence.” Taylor v. Alonso,
Cersonsky & Garcia, P.C., 395 S.W.3d 178, 188 (Tex. App.—Houston [1st Dist.] 2012, no pet.);
see also Haddock v. Gruber, No. 05-16-01113-CV, 2018 WL 1417453, at *14 (Tex. App.—Dallas
Mar. 22, 2018, pet. denied) (mem. op.) (“In order to prevail on a claim for gross negligence, a
plaintiff must first show ordinary negligence.”).
The Court’s Scheduling Order set the deadline for Plaintiff to designate testifying experts
as August 15, 2018, but Plaintiff has not designated any experts or served any expert reports.
(Scheduling Oder at ¶ 4.) Defendant argues that Plaintiff’s failure to designate an expert to testify
concerning proximate causation of his injuries is fatal to his case. The undersigned agrees.
“Lay testimony may be used as evidence of causation in certain circumstances, but ‘[w]hen
expert testimony is required, lay evidence supporting liability is legally insufficient.’” Jelinek v.
Casas, 328 S.W.3d 526, 533 (Tex. 2010) (quoting City of Keller v. Wilson, 168 S.W.3d 802, 812
(Tex. 2005)). “Proof other than expert testimony will constitute some evidence of causation only
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when a layperson’s general experience and common understanding would enable the layperson to
determine from the evidence, with reasonable probability, the causal relationship between the
event and the condition.” Mack Trucks, Inc. v. Tamez, 206 S.W.3d 572, 583 (Tex. 2006). Thus,
“[e]xpert testimony is required when an issue involves matters beyond jurors’ common
understanding.” Id.; see also FFE Transp. Servs., Inc. v. Fulgham, 154 S.W.3d 84, 90 (Tex. 2004)
(“Expert testimony is necessary when the alleged negligence is of such a nature as not to be within
the experience of the layman.”) (quoting Roark v. Allen, 633 S.W.2d 804, 809 (Tex. 1982)). In
particular, “when the causal link is beyond the jury’s common understanding, expert testimony is
necessary.” Alexander v. Turtur & Assocs., Inc., 146 S.W.3d 113, 119–20 (Tex. 2004) (citations
omitted). “Whether expert testimony is necessary to prove a matter or theory is a question of law.”
Mack Trucks, 206 S.W.3d at 583 (citing Fulgham, 154 S.W.3d at 89).
This case illustrates the type of complex causation theory that requires “expert testimony
and objective proof.” Gharda USA, Inc. v. Control Sols., Inc., 464 S.W.3d 338, 348 (Tex. 2015).
Plaintiff’s claims are based on the theory that Defendant was negligent in failing to properly
design, assemble, inspect, and maintain the motorized wheelchair in question (as well as failing to
warn him) and that Plaintiff’s injuries could have been avoided had Defendant used due care.
(Def.’s Mot. for Summ. J. [#8] at 2–3.) Plaintiff specifically alleges that, at the time of the
accident, he exceeded the wheelchair’s maximum weight capacity of three hundred pounds, which
caused the wheelchair’s right armrest to break while he was transferring from his wheelchair to
his vehicle. (Id. at 3.)
Essentially, then, Plaintiff alleges that deficiencies or defects in the design, assembly,
inspection, and maintenance of the wheelchair caused its right armrest to break, resulting in his
injuries. Yet, the Supreme Court of Texas has “consistently required expert testimony and
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objective proof to support a jury finding that a product defect caused the plaintiff’s condition.”
Gharda, 464 S.W.3d at 348; see also Ford Motor Co. v. Ledesma, 242 S.W.3d 32, 42–43 (Tex.
2007) (“If juries were generally free to infer a product defect and injury causation from an accident
or product failure alone, without any proof of the specific deviation from design that caused the
accident, expert testimony would hardly seem essential. Yet we have repeatedly said otherwise.”).
A lay juror’s general experience and common knowledge do not extend to whether the fact that
Plaintiff exceeded the wheelchair’s maximum weight capacity caused the wheelchair’s right
armrest to break. Stated differently, what effect, if any, being over a wheelchair’s maximum
weight capacity has on the wheelchair’s armrest is not a matter within the common knowledge of
a layperson.
Furthermore, the proper design, assembly, inspection, and maintenance of a motorized
wheelchair are not, as Plaintiff claims, matters “within the knowledge of the average person” that
“can be easily understood by the fact-finder without the assistance of expert or scientific evidence.”
(Doc. 9 at 9); see Coppock v. Nat’l Seating & Mobility, Inc., 121 F. Supp. 3d 661, 670 (W.D. Tex.
2015) (holding, in the context of a negligence and products liability case based on the failure of a
wheelchair and the consequent injury to the plaintiff, that the defendant was entitled to summary
judgment because the plaintiff offered no expert testimony regarding the wheelchair’s alleged
defect); cf. Sims v. Kia Motors of Am., Inc., 839 F.3d 393, 409 (5th Cir. 2016) (recognizing that,
in the context of allegations that a vehicle’s fuel tank was defectively designed, “expert testimony
is crucial in establishing that the alleged design defect caused the injury”); Nissan Motor Co. v.
Armstrong, 145 S.W.3d 131, 137 (Tex. 2004) (stating, in the context of an unintended acceleration
case, that liability cannot be based on lay testimony regarding its cause and further stating that this
requirement is “not peculiar to unintended acceleration cases”).
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Plaintiff’s causation theory, therefore, “involves matters beyond jurors’ common
understanding.” Mack Trucks, 206 S.W.3d at 583. Hence, Plaintiff must have supported his
causation theory with expert testimony and objective proof, and his failure to do so is fatal to his
Original Petition. See Gomez v. Ford Motor Co., No. 5:15-CV-866-DAE, 2018 WL 3603119, at
*3 (W.D. Tex. Feb. 5, 2018).
Plaintiff’s arguments to the contrary are unpersuasive. First, Plaintiff asserts that it has
been repeatedly held that expert testimony is unnecessary to prove causation in cases involving
wheelchair accidents. On this point, Plaintiff cites various cases from Michigan, Ohio, and
Louisiana, but none from Texas. Of course, Texas substantive law governs this case. And, under
Texas law, without expert testimony, Plaintiff cannot establish a prima facie case of negligence.
Plaintiff also states that, since he abandoned his strict products liability and warranty
claims, his remaining claims against Defendant are for simple negligence and not for products
liability. While not disputing that expert testimony may be required in a products liability case,
Plaintiff insists that such testimony is not necessary in a simple negligence case such as this one.
“Generally, strict products liability and negligence are separate causes of action with
different elements.” Carpenter v. Campbell Hausfeld Co., No. 01-13-00075-CV, 2014 WL
1267008, at *7 (Tex. App.—Houston [1st Dist.] Mar. 27, 2014, no pet.) (mem. op.). However, as
explained above, proximate cause is an essential element of every negligence claim in Texas, and
expert testimony is necessary to establish that Defendant’s alleged negligence in designing,
assembling, inspecting, and maintaining the wheelchair (as well as failing to warn Plaintiff)
proximately caused Plaintiff’s injuries. See Horak v. Pullman, Inc., 764 F.2d 1092, 1095 (5th Cir.
1985) (“Whether applying the law of strict liability or negligence, Texas law requires that the
defect or the negligent actions must be a producing and proximate cause of the accident.”); see
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also Emerson v. Johnson & Johnson, No. CV H-17-2708, 2019 WL 764660, at *3 (S.D. Tex. Jan.
22, 2019) (citing Horak for the proposition that “[c]ausation is a critical element of product liability
claims, regardless whether the claim arises in strict liability or negligence”). Therefore, Plaintiff
cannot escape his burden of offering expert testimony to support his causation theory merely by
pleading that this is a case of simple negligence, rather than strict products liability.
In sum, Plaintiff’s failure to designate an expert to testify concerning proximate causation
of his injuries is fatal to his case. Therefore, Plaintiff’s negligence claims should be dismissed.
Additionally, because Plaintiff’s negligence claims should be dismissed, his remaining claims for
gross negligence and res ipsa loquitur should also be dismissed. See Haddock v. Arnspiger, 793
S.W.2d 948, 950 (Tex. 1990) (“Res ipsa loquitur is simply a rule of evidence by which negligence
may be inferred by the jury; it is not a separate cause of action from negligence.”); Nowzaradan v.
Ryans, 347 S.W.3d 734, 739 (Tex. App.—Houston [14th Dist.] 2011, no pet.) (“[I]t is well
established that a finding of ordinary negligence is prerequisite to a finding of gross negligence.”);
Trevino v. Lightning Laydown, Inc., 782 S.W.2d 946, 949 (Tex. App.—Austin 1990, writ denied)
(stating that “one’s conduct cannot be grossly negligent without being negligent”).2
B.
Plaintiff’s Motion for Modification of Scheduling Order and for Leave of Court to
File First Amended Complaint should be denied.
Plaintiff’s motion to modify the scheduling order and for leave to file a first amended
complaint should be denied because he has not shown the requisite “good cause” to modify the
Court’s Scheduling Order and, at any rate, the proposed amended complaint would be futile.
The Fifth Circuit has held that Rule 16(b) of the Federal Rules of Civil Procedure, rather
than the more liberal standard of Rule 15(a), governs amendment of pleadings after a scheduling
2
Because Defendant is entitled to summary judgment on this basis, the Court need not address
Defendant’s other arguments in support of summary judgment.
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order deadline has expired. See S&W Enterprises, L.L.C. v. SouthTrust Bank of Ala., NA, 315 F.3d
533, 535 (5th Cir. 2003). Under Rule 16(b), “[a] schedule may be modified only for good cause.”
Fed. R. Civ. P. 16(b)(4). “Four factors are relevant to good cause: ‘(1) the explanation for the
failure to timely move for leave to amend; (2) the importance of the amendment; (3) potential
prejudice in allowing the amendment; and (4) the availability of a continuance to cure such
prejudice.’” Fahim v. Marriott Hotel Servs., Inc., 551 F.3d 344, 348 (5th Cir. 2008) (quoting Sw.
Bell Tel. Co. v. City of El Paso, 346 F.3d 541, 546 (5th Cir. 2003)). “Mere inadvertence on the
part of the movant and the absence of prejudice to the non-movant are insufficient to establish
‘good cause.’” Anderson v. City of Dall., Tex., 210 F.R.D. 579, 581 (N.D. Tex. 2002); see also
McCranie v. Home Depot U.S.A., Inc., No. 415CV00423ALMCAN, 2016 WL 7551419, at *3
(E.D. Tex. Aug. 24, 2016) (“The absence of prejudice, alone, does not impart ‘good cause’ to allow
an amendment.”). Instead, the movant must show “that the deadlines cannot reasonably be met
despite the diligence of the party needing the extension.” S&W Enterprises, 315 F.3d at 535
(internal quotation marks and citation omitted).
Here, Plaintiff has not shown diligence. The Court’s Scheduling Order set the deadline for
amendment of pleadings as July 20, 2018. (Scheduling Order at ¶ 3.) Yet, Plaintiff waited until
January 4, 2019, over five months after the deadline for filing amended pleadings had expired and
over two years after commencing this case, to file his proposed amended complaint. See Smith v.
Gerhardt, Civ. A. No. 04–2236, 2006 WL 1895490, at *1 (W.D. La. July 10, 2006) (agreeing with
the magistrate judge’s determination that there was not good cause to amend a complaint after the
scheduling order’s deadline because five months had passed since the deadline). Plaintiff’s
proffered justification for his undue delay in filing his proposed amended complaint—that he
believed that this case might settle—is not “good cause” for failing to abide by the deadline set by
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the Scheduling Order. See, e.g., Navarro v. Microsoft Corp., 214 F.R.D. 422, 423 (N.D. Tex.
2003) (denying the plaintiffs’ motion for leave to amend the complaint after the scheduling order’s
deadline had passed where the “[p]laintiffs stated reason for delay is that they thought the case
would settle at mediation”); cf. Kirkwood v. Inca Metal Prod. Corp., No. 3:04-CV-0226-D, 2007
WL 2325222, at *2 (N.D. Tex. Aug. 13, 2007) (“Even if plaintiffs reasonably believed the case
would settle, this does not excuse them from their duty to complete discovery by the deadline.”).
In addition, the proposed amended complaint would be futile. In his proposed amended
complaint, Plaintiff drops his claims against Defendant for strict products liability and breach of
warranty and “supplement[s] the factual allegations of his general negligence and gross negligence
claims.” (Pl.’s Mot. for Leave to File First Am. Compl. [#11] at ¶ 8.) However, because the
proposed amended complaint raises essentially the same negligence and gross negligence claims
as the Original Petition, the Court’s summary judgment analysis would be unaffected. Rather, the
claims in Plaintiff’s proposed amended complaint would still suffer from the same fatal defect
discussed above—that is, that without expert testimony, Plaintiff cannot establish a prima facie
case of negligence (or gross negligence). That Plaintiff’s proposed amended complaint would be
futile is a second reason for denying his motion to amend. See Marucci Sports, L.L.C. v. Nat’l
Collegiate Athletic Ass’n, 751 F.3d 368, 378 (5th Cir. 2014) (“Denying a motion to amend is not
an abuse of discretion if allowing an amendment would be futile.”); Stripling v. Jordan Prod. Co.,
LLC, 234 F.3d 863, 872–73 (5th Cir. 2000) (“It is within the district court’s discretion to deny a
motion to amend if it is futile.”).
V. Conclusion and Recommendations
Having considered the motions, the record, and the applicable law, the undersigned
recommends that Defendant National Seating & Mobility, Inc.’s, Motion for Summary Judgment
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[#8] be GRANTED and that Plaintiff James E. Morris’ Motion for Modification of Scheduling
Order and for Leave of Court to File First Amended Complaint [#11] be DENIED.
VI. Instructions for Service and Notice of Right to Object/Appeal
The United States District Clerk shall serve a copy of this Report and Recommendation on
all parties by either (1) electronic transmittal to all parties represented by attorneys registered as a
“filing user” with the clerk of court, or (2) by mailing a copy to those not registered by certified
mail, return receipt requested. Written objections to this Report and Recommendation must be
filed within fourteen (14) days after being served with a copy of same, unless this time period is
modified by the district court. See 28 U.S.C. § 636(b)(1); Fed. R. Civ. P. 72(b). The party shall
file the objections with the clerk of the court, and serve the objections on all other parties. A party
filing objections must specifically identify those findings, conclusions, or recommendations to
which objections are being made and the basis for such objections; the district court need not
consider frivolous, conclusive, or general objections. A party’s failure to file written objections to
the proposed findings, conclusions, and recommendations contained in this Report and
Recommendation shall bar the party from a de novo determination by the district court. See
Thomas v. Arn, 474 U.S. 140, 149–52 (1985); Acuña v. Brown & Root, Inc., 200 F.3d 335, 340
(5th Cir. 2000). Additionally, failure to file timely written objections to the proposed findings,
conclusions, and recommendations contained in this Report and Recommendation shall bar the
aggrieved party, except upon grounds of plain error, from attacking on appeal the unobjected-to
proposed factual findings and legal conclusions accepted by the district court. See Douglass v.
United Servs. Auto. Ass’n, 79 F.3d 1415, 1428–29 (5th Cir. 1996) (en banc).
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SIGNED this 3rd day of June, 2019.
ELIZABETH S. ("BETSY") CHESTNEY
UNITED STATES MAGISTRATE JUDGE
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