PRESENT: All the Justices
LAWRENCE J. MONAHAN
Record Number 051592 OPINION BY
v. JUSTICE G. STEVEN AGEE
April 21, 2006
OBICI MEDICAL MANAGEMENT SERVICES, INC.
FROM THE CIRCUIT COURT OF THE CITY OF SUFFOLK
Rodham T. Delk, Jr., Judge
The Circuit Court of the City of Suffolk entered judgment
on a jury verdict in favor of Lawrence J. Monahan in his medical
malpractice action against Obici Medical Management Services,
Inc. (“Obici”) and awarding him damages in the amount of
$215,000. Monahan appeals from the trial court's decisions to
instruct the jury on mitigation of damages and to deny his
motion to strike certain evidence related to the issue of
mitigation. He requests a new trial as to damages only. For
the reasons set forth below, we will affirm the judgment of the
trial court in part, and reverse in part.
I. BACKGROUND AND MATERIAL PROCEEDINGS BELOW
On the morning of Tuesday, August 28, 2001, Monahan, a
construction subcontractor,1 was working on a construction
project when he informed his supervisor, Johnnie Presson, that
he felt unwell and had double vision. Presson noticed that
Monahan “wasn’t moving quite right” and contacted Monahan’s
1
Monahan was employed full-time as a subcontractor with
Rickmond General Contracting, a general contractor.
wife. He had a co-worker drive Monahan to Wakefield Medical
Center2 ("Wakefield") for a medical evaluation.3
When Monahan arrived at Wakefield, the office was closed
for lunch, but the receptionist admitted Monahan into the clinic
building after observing that he was unusually “hot and sweaty.”
Anita Curl, the practice manager, escorted Monahan to an
examination room. She testified that Monahan appeared “hot and
tired,” and that he was walking “slow” and “unsteady.” Barbara
P. Carr, a licensed practical nurse, took Monahan’s vital signs
and recorded his blood pressure to be “200 over 95.” Carr also
noted that Monahan felt dizzy and had double vision.
Carrie Wiggins, a nurse practitioner at Wakefield, examined
Monahan about 1:00 p.m. Wiggins checked Monahan’s chart, retook
his blood pressure twice, and performed a quick neurologic exam,
which she determined was normal. She concluded that Monahan was
having a hypertension crisis and gave him some samples of
Micardis (a blood pressure medication4). Wiggins testified that
she told Monahan to rest through Friday, August 31, 2001,
scheduled him to return in two weeks to have his blood pressure
2
Wakefield is owned and operated by Obici. Carrie Wiggins,
the nurse practitioner who examined Monahan, was an employee of
Wakefield and, thus, Obici. At trial, Obici stipulated that
Wiggins was one of its employees.
3
Monahan had been a patient at Wakefield for many years.
4
Monahan had a history of high blood pressure.
2
checked, and wrote in his medical chart that if his condition
did not improve Monahan “should come back the next day.”
Monahan then left Wakefield and walked to the adjacent
pharmacy. Curl observed Monahan at the pharmacy and stated that
he appeared “very sick and was walking to the front, walking
like somebody that was drunk and dizzy.” She returned to
Wakefield and informed Wiggins, who went outside and found
Monahan leaning against the building and again discussed his
condition with him. She then prescribed Meclizine for Monahan’s
dizziness.
There was considerable conflict in the evidence as to what
Wiggins advised Monahan to do during their discussion of his
condition at Wakefield. Obici contends that Wiggins advised
Monahan that his high blood pressure could lead to a stroke and
that he should go to the emergency room at a hospital. When
Monahan did not respond to her, Wiggins assumed from his silence
that he was refusing to go to the emergency room. Monahan
maintained that Wiggins never told him that he needed to go to
the emergency room and never mentioned the possibility of him
having a stroke.
Wiggins testified on direct examination:
I was really concerned about his blood pressure being
elevated.
And I said, [b]ecause your blood pressure is
elevated, that could mean several things. It could
mean that you might be having a stroke. So you really
3
need to go to the emergency room for further
evaluation.
. . . .
His response was nothing. He didn’t say anything
at that particular time.
Wiggins then testified that she reiterated her advice that
Monahan go to the emergency room when she talked with him
outside the pharmacy:
[W]hen I realized that he was dizzy, I sat out
there with him on the side of the pharmacy and said,
Mr. Monahan, I’m really, really concerned about you.
I said, I saw you when you were walking, and I feel
like you need to go to the emergency room.
And he kept saying, Well, I just called my wife,
and she’s going to be at home probably by the time I
get there.
However, on cross examination, Wiggins testified that her
advice to Monahan was given in the form of alternatives, that
either he could go to the emergency room or go home and rest to
see if his condition changed.
Q [Monahan’s Counsel:] So you gave him the option of
either going to the emergency department or telling
his wife to take him to the emergency department . . .
if there’s any change in the least? . . . [I]sn’t that
what you told him?
A [Wiggins:] Yes.
. . . .
Q[:] And in response to you saying to him either go
to the emergency department or go home, lay down, and
tell your wife to take you to the emergency department
if you have any change, he said okay, didn’t he?
A[:] He said okay.
4
. . . .
Q[:] And when you gave him the option of going home,
laying down, and telling his wife to take him to the
emergency department if there was any change in him in
the least, that, you believe, was one option for his
treatment at that time, correct?
A[:] Not for his treatment, definitely not for his
treatment, but to make sure that he got to the
emergency room.
Q[:] Right. But that was one alternative you gave
him?
A[:] That was one alternative I gave him.
Monahan’s medical chart at Wakefield for August 28, 2001
contained the written statement “Refused to go to ER now,” but
no other entry regarding any discussion between Wiggins and
Monahan on the need to go to an emergency room.
At some time after 1:00 pm, Wakefield’s receptionist
telephoned Sandra Rickmond, the wife of Monahan’s boss Richard
E. Rickmond, and advised her that Monahan was ready to leave the
facility. According to Mrs. Rickmond, that is all anyone from
Wakefield told her.
Mrs. Rickmond then went to Wakefield and drove Monahan to
his home. On the drive home, Monahan complained of dizziness
and double vision. Upon arriving at his home, Monahan went to
bed.
Mrs. Monahan testified that when she arrived home, her
husband said that Wiggins told him to go home, get in bed, and
5
return on Friday. Mrs. Monahan left the bedroom briefly, and
when she returned, Monahan had fallen out of bed. After failing
to reach anyone at Wakefield on the telephone, Mrs. Monahan
decided to drive her husband to Riverside Hospital in Newport
News. En route to the hospital, Mrs. Monahan telephoned
Wakefield again and spoke to Curl. She informed Curl that she
was driving her husband to Riverside. Curl testified that she
encouraged Mrs. Monahan to drive her husband to the Smithfield
rescue squad for transport to a hospital. Their conversation
ended abruptly apparently due to a disruption in the cellular
telephone service.
The Monahans arrived at Riverside at approximately 3:00
p.m. and Monahan was diagnosed as having suffered a stroke.5 One
of Monahan’s rehabilitation physicians, Dr. Mark A. Ross,
testified that as a result of the stroke, Monahan had incurred
permanent problems with his speech, vision, movement and
mobility, and balance. Ross further testified that Monahan
needed “ongoing medical management” to prevent future strokes
and “can’t be left alone for long periods of time and be counted
on to tend to his own needs properly.” A vocational specialist
testified that the stroke had left Monahan “unable to perform
5
The exact time the stroke occurred is unknown because it
was a “stroke in evolution” in that it “progresses – it starts,
and it goes on for a few hours.” One of Monahan’s expert
witnesses testified that it most likely occurred “while
[Monahan] was being transported to Riverside.”
6
. . . gainful, competitive employment” because of his
“difficulty with walking, his balance difficulties, his
communication impairments, and his fatigue.”
Monahan filed a motion for judgment, which he later
amended, against Obici alleging Obici failed to provide adequate
medical care to him on August 28, 2001, and that he suffered a
stroke as a result of Obici’s negligent treatment.6 Monahan
asserted Obici deviated from established standards of care
because Wiggins failed to properly diagnose Monahan’s condition
and ensure that he received the immediate emergency room care
that he needed to prevent or lessen the effect of a stroke.
Monahan requested damages in the amount of $1,600,000. Neither
Obici’s grounds of defense nor its amended grounds of defense
raised Monahan’s failure to mitigate damages as a defense.
Apart from denying the allegations alleged in Monahan’s Motion
for Judgment, Obici pled the affirmative defenses of
contributory negligence and assumption of the risk.
After the parties had presented their evidence to the jury,
Monahan moved the trial court to “instruct the jury to
disregard” the evidence concerning Mrs. Monahan’s actions in
transporting her husband to Riverside Hospital rather than a
6
Monahan also named Wiggins as a party defendant, but later
took a nonsuit as to her. Wiggins is thus not a party to this
appeal.
7
closer hospital.7 Obici cross-examined Mrs. Monahan regarding
her decision to drive her husband to Riverside Hospital even
though it was “farther away” than two other emergency room
facilities. Mrs. Monahan admitted driving to Riverside even
though it was “[n]ot quite 20 [minutes further away,] but I knew
it was a little further” than [Obici]. Mrs. Monahan also
acknowledged that she elected not to stop at “a rescue squad
along the way in Smithfield.”
Obici also questioned Dr. J. Gordon Burch, one of Monahan’s
expert witnesses, regarding the time it took for Mrs. Monahan to
drive to Riverside. The cross-examination of Dr. Burch contains
the following colloquy:
Q [Obici’s counsel:] [Y]ou’ve read that [Ms. Monahan]
could have gotten [Monahan] to Obici in 30 minutes,
and she took him to Riverside, and it took about 50
minutes; is that correct?
7
This motion was only made orally, and Monahan did not
elaborate as to what particular testimony he sought to strike.
Similarly, Monahan’s brief does not indicate any specific
testimony; instead, he claims “Obici failed to show that the
decision to go to Riverside hospital, which was approximately 20
minutes farther away than another hospital, can be used against
Plaintiff to minimize his damages.”
Mrs. Monahan testified that she chose to take her husband
to Riverside as opposed to other area hospitals because she
worked as a medical transcriptionist at Riverside and “I knew
all the doctors there, because I knew exactly where to go to the
emergency room. I knew the emergency room physicians. I knew
the emergency room nurses, the techs.” Obici did direct
attention to that decision in its closing argument to the jury
and the fact that may have delayed Monahan’s access to emergency
room treatment.
8
A [Dr. Burch:] Yes. I am aware of that. There’s
other testimony in the record that indicates that it
might have been a harder trip to Obici because of
lights and traffic and so on, and actually the time
may have been very comparable. Riverside is the
better hospital to go to because of their expertise in
neurological medicine and general medicine. It’s a
major medical center.
Q[:] But it added at least 20 minutes beyond the
drive to Obici to take him to Riverside?
A[:] I don’t know the area well, and I don’t dispute
that, but I understand from the record that there’s
some difference of opinion as to the time it would
take to get to both places.
Responding to Monahan’s motion to instruct the jury, in
effect a motion to strike, Obici contended that even though
“[i]t’s true that there isn’t an expert that said by taking this
patient to Riverside, that there was additional damage caused,”
the evidence was relevant because Monahan’s theory of negligence
was “predicated on the notion of timely presentation to an
emergency department.”
The trial court did not grant Monahan’s motion and ruled
the act of Ms. Monahan in determining to take Mr.
Monahan to Riverside Hospital for the reasons she said
as opposed to Obici Hospital, that is – this is not
causally connected in the sense of an act of
negligence and some consequence . . . it is related to
the issue of damages if that issue – if the jury gets
[to] that issue.
Monahan also moved to exclude Obici’s proposed mitigation
of damages instruction on the grounds that Obici failed to plead
mitigation of damages as an affirmative defense and there was
9
insufficient evidence for an instruction. The trial court
overruled the motion finding that mitigation “is a duty on the
part of every plaintiff, and I don’t find that it’s an
affirmative defense.” Over Monahan’s objection, the trial court
gave Obici’s requested instruction to the jury: “The plaintiff
has a duty to minimize his damages. If you find that the
plaintiff did not act reasonably to minimize his damages and
that, as a result, they increased, then he cannot recover the
amount by which they increased.”
The jury returned a verdict in favor of Monahan in the
amount of $215,000. The trial court entered judgment approving
the verdict by final order of April 15, 2005 to which Monahan
objected on the basis of the mitigation instruction and the
refusal to strike the testimony on the choice of hospital as
proper evidence regarding mitigation of damages.
We awarded Monahan this appeal.
II. ANALYSIS
Monahan’s assignments of error raise three issues for our
review. First, whether the trial court erred in finding that
mitigation of damages was not an affirmative defense that must
be specifically pled in order to be raised as a defense.
Second, whether the trial court erred in denying Monahan’s
motion to strike the evidence that Monahan’s wife chose to
transport him to Riverside Hospital as opposed to a closer
10
hospital. And third, whether the trial court erred in finding
sufficient evidence existed to support a mitigation of damages
instruction. We consider each issue in turn.
A. Pleading Mitigation of Damages
Monahan contends that mitigation of damages cannot be
raised as a defense unless it has been specifically pled by the
defendant. This is so, he asserts, because mitigation is an
affirmative defense and “[i]t is axiomatic that an affirmative
defense must be specifically pled, but also must be
affirmatively pled.” Monahan cites no case law to support his
contention, but references a treatise that states: “[t]here are
numerous issues that the defendant must himself plead as
affirmative defenses. If he fails to raise these issues they
are deemed to be waived.”8 Monahan also argues that Rule
3:18(e)9 “contemplates that affirmative defenses must be pled”
because it states that they “may . . . be included in the same
paper” as a defendant’s grounds of defense, counterclaims,
cross-claims, pleas, demurrers, and other motions. Because
Obici did not raise mitigation in its initial or amended Grounds
of Defense, or in any other written pleading, Monahan avers
“Obici failed to properly place the question of mitigation in
8
W. Hamilton Bryson, Bryson on Civil Procedure
§ 6.03[8][a], at 6-40 to –41 (4th ed. 2005).
9
Former Rule 3:16(f).
11
issue, and was not entitled to pursue it or obtain an
instruction on it.”
Obici responds by arguing that although Virginia case law
identifies mitigation as an affirmative defense, it “has never
mandated that mitigation of damages must be specifically pled.”
Obici contends that an affirmative defense such as mitigation of
damages does not have to be specifically pled, but “may be
forthcoming from the evidence adduced at trial.”
Whether mitigation of damages must be specifically pled is
an issue of first impression in Virginia. For the reasons that
follow, we agree with Obici that mitigation of damages need not
be specifically pled in order for a defendant to assert it,
provided the issue has otherwise been shown by the evidence.
We have held on numerous occasions that mitigation of
damages is an affirmative defense.10 Forbes v. Rapp, 269 Va.
374, 380, 611 S.E.2d 592, 596 (2005) (“An assertion that an
injured party has failed to mitigate damages is an affirmative
defense”); see also R.K. Chevrolet v. Bank of the Commonwealth,
256 Va. 74, 77, 501 S.E.2d 769, 771 (1998); Marefield Meadows,
Inc. v. Lorenz, 245 Va. 255, 266, 427 S.E.2d 363, 369 (1993);
10
The trial court was incorrect when, in reference to
mitigation, it opined, “I don’t find that it’s an affirmative
defense.” However, this ruling was harmless error as it did not
affect the ultimate conclusion that a specific pleading of
mitigation was not required. Blue Stone Land Co. v. Neff, 259
Va. 273, 279, 526 S.E.2d 517, 519-20 (2000).
12
Foreman v. E. Caligari & Co., 204 Va. 284, 290, 130 S.E.2d 447,
451 (1963). Consequently, the defendant bears the burden of
proving that the plaintiff failed to mitigate his damages. R.K.
Chevrolet, 256 Va. at 77, 501 S.E.2d at 771.
It has long been required that a party raise specific
defenses (just as a plaintiff must give notice of claims) so
that surprise and prejudice at trial from late revelation of
unanticipated legal theories is avoided. See, e.g., Chesapeake
& O. Ry. v. Osborne, 154 Va. 477, 506, 153 S.E. 865, 873 (1930)
(filing of a grounds of defense by defendant “limited in its
defenses to the ground there stated”); see also City Gas Co. v.
Poudre, 113 Va. 224, 226, 74 S.E. 158, 160 (1912) (purpose of
requiring a grounds of defense is “to give the plaintiff
reasonable notice of the particular defense upon which the
defendant expects to rely, so that he may not be prejudiced by
surprise”). This has generally led to a requirement that
affirmative defenses must be pled in order to be relied upon at
trial. See, e.g., Brooks v. Bankson, 248 Va. 197, 206, 445
S.E.2d 473, 478 (1994) (defense of fraud).
Exceptions to this general rule have been recognized in
some factual contexts where the issue addressed by an
affirmative defense was not disclosed in a plaintiff’s pleading,
and only became apparent as the evidence was being received at
trial. In such instances, it has been held that an affirmative
13
defense issue is properly heard even though it was not pled.
See, e.g., Lawson v. States Constr. Co., 193 Va. 513, 521, 69
S.E.2d 450, 455 (1952) (statute of frauds); McKee v. McKee, 206
Va. 527, 532, 145 S.E.2d 163, 166 (1965) (condonation); Franklin
Jewelry Co. v. Masch, 160 Va. 756, 764-65, 169 S.E. 583, 584
(1933) (ultra vires); see also Twardy v. Twardy, 14 Va. App.
651, 656-57, 419 S.E.2d 848, 851 (1992) (estoppel need not have
been pled because “nothing of record suggested that the issue of
estoppel would be involved” until later in the proceedings).
Other affirmative defenses have been addressed by statute,
which either obviate the need for pleading, or expressly require
that a particular defense be pled. Compare Roanoke Mtg. Co. v.
Henritze, 151 Va. 220, 225, 144 S.E. 430, 431 (1928) (under
prior law, usury shown on the face of the contract precluded
recovery of interest, even if not pled), with, e.g., Jones v.
Jones, 249 Va. 565, 571-72, 457 S.E.2d 365, 369 (1995) (under
Code § 8.01-235 an affirmative defense of the statute of
limitations must be specifically pled: “[t]he objection that an
action is not commenced within the limitation period prescribed
by law can only be raised as an affirmative defense specifically
set forth in responsive pleading”).
It is generally true that mitigation of damages, like other
defenses, is routinely and properly raised in a defendant’s
pleadings. However, the requirements for raising mitigation of
14
damages in a pleading have not been addressed by statute, and no
prior case law has affirmatively noted that failure to plead
this particular defense waives the right to rely on such proof
at trial.
While our prior cases have not directly addressed the
pleading of mitigation, our decision in Chappell v. Smith, 208
Va. 272, 156 S.E.2d 572 (1967), is instructive on the issue
before us. Our decision in Chappell addresses what evidence a
defendant in default for failing to file either a responsive
pleading or a grounds of defense could present during the trial
for damages. This Court held: “Neither [former] Rule 3:19 nor
any statute prohibits counsel for a defendant in default from
. . . offering evidence in mitigation of damages.” Id. at 276,
156 S.E.2d at 575. The defendant was thus permitted to raise
the affirmative defense of mitigation of damages despite that
defense not having been specifically pled.
Our holding in Chappell highlights the distinctive
characteristics that mitigation of damages has as an affirmative
defense. Unlike most affirmative defenses, mitigation of
damages is not a defense that, if proven, constitutes an
absolute bar to the plaintiff’s claim. Instead, a defense of
mitigation recognizes that a plaintiff’s conduct following the
defendant’s negligence “may be a reason for reducing damages,”
but it does not necessarily bar all recovery. Sawyer v.
15
Comerci, 264 Va. 68, 77, 563 S.E.2d 748, 754 (2002). This
context distinguishes mitigation of damages from those other
affirmative defenses or special pleas, which, if proven,
constitute an absolute defense to the claim. See, e.g., Nelms
v. Nelms, 236 Va. 281, 289, 374 S.E.2d 4, 9 (1988) (listing as
“[f]amiliar illustrations” such defenses as statute of
limitations, absence of proper parties, res judicata, usury, a
release, prior award, infancy, bankruptcy, denial of
partnership, bona fide purchaser, and denial of an essential
jurisdictional fact alleged in the bill) (citing E. Meade,
Lile’s Equity Pleading and Practice, § 199, p. 114 (3d ed.
1952)).
Because neither statute nor our precedent requires that
mitigation of damages be specifically pled as a condition
precedent to its assertion as an affirmative defense, and taking
into account the unique characteristics of this defense, we hold
that mitigation of damages is not required to be specifically
pled before a defendant may assert it, provided the issue has
been otherwise shown by the evidence.11 The trial court thus did
not err in permitting Obici to offer a mitigation of damages
instruction despite its failure to plead that defense, subject
to the presence of sufficient evidence, which we address below.
11
Our holding is limited solely to mitigation of damages as
an affirmative defense and we express no opinion as to the
specific pleading of any other affirmative defense.
16
B. Choice of Hospital as Mitigation Evidence
Monahan also assigns error to the trial court’s failure to
grant his motion to instruct the jury to disregard the evidence
regarding the emergency room facility to which Monahan was taken
following his examination at Wakefield. He asserts “[t]he
evidence shows that the decision to take Monahan to Riverside
hospital was made solely by his wife” and that her conduct
cannot be imputed to him for the purpose of proving a failure to
mitigate his damages. Monahan emphasizes that Obici conceded at
trial that no evidence suggested that the decision to take
Monahan to Riverside “was a direct and proximate cause of any of
his injuries or damages.”
Obici responds that Monahan’s own theory of the case put at
issue the timeliness of treatment, including the relevance of
the delay in treatment caused by going to Riverside instead of a
closer facility. It argues that concluding the jury used the
choice of hospital evidence to reduce damages is “the stuff of
speculation” that ignores the other evidence supporting the
defense of failure to mitigate damages.
Obici conceded that the evidence did not support a
claim that the decision of which emergency care facility to
use was a direct or proximate cause of any damages Monahan
suffered. Obici acknowledged to the trial court that
“there isn’t an expert that said by taking this patient to
17
Riverside, that there was additional damage caused.”
Furthermore, Obici submitted it was not arguing that this
evidence “was a superseding or intervening cause” of the
stroke.
As such, there was no evidence that by going to Riverside
rather than another facility, Monahan’s injuries were in any way
affected. Thus, any evidence about choice of emergency room
facility was irrelevant to whether Monahan failed to mitigate
his damages. The trial court therefore erred in refusing to
instruct the jury to disregard that evidence as Monahan properly
requested.
Furthermore, this error cannot be considered harmless. The
jury was improperly permitted to consider this testimony when
deciding a verdict and, as discussed below, the jury was
erroneously instructed regarding mitigation of damages. We have
previously said, “where evidence and an instruction have been
erroneously submitted to the jury and the record does not
reflect whether such evidence and instruction formed the basis
of the jury’s verdict, we must presume that the jury relied on
such evidence and instruction in making its decision.” Johnson
v. Raviotta, 264 Va. 27, 39, 563 S.E.2d 727, 735 (2002).
Accordingly, we must presume the jury’s consideration of damages
was affected by the ability to consider the improper choice of
hospital evidence under the mitigation instruction.
18
C. Sufficiency of the Evidence to Support the Mitigation
Instruction
Monahan further contends the trial court erred in granting
a jury instruction on mitigation of damages because the evidence
did not support such an instruction. Even if Obici was not
required to specifically plead mitigation as we have decided,
Monahan asserts there was no evidentiary basis for the
mitigation instruction. Monahan contends “there is insufficient
evidence that Monahan refused any treatment recommended by
Wiggins” and therefore there is no independent basis upon which
the trial court could give a mitigation instruction. We agree
with Monahan.
Wiggins testified that she gave Monahan a choice to go to
the emergency room while at Wakefield or to go home to rest and
have his wife take him to the emergency room if his condition
worsened. Monahan avers he complied with this instruction by
choosing the given alternative of going home, getting into bed
and waiting for his wife.
Obici responds that there was “ample evidence” to support
the mitigation instruction. Obici cites the testimony of not
only Wiggins, but also Monahan’s expert witnesses, to support
its contention that “the jury was required to determine whether
Monahan had ignored Wiggins’ medical advice and in doing so,
failed to minimize his damages.”
19
A patient’s duty to mitigate damages after receiving
negligent medical care is a specific application of the general
requirement that:
One who is injured by the wrongful or negligent acts
of another, whether as the result of a tort or of a
breach of contract, is bound to exercise reasonable
care and diligence to avoid loss or to minimize or
lessen the resulting damage, and to the extent that
his damages are the result of his active and
unreasonable enhancement thereof or are due to his
failure to exercise such care and diligence, he cannot
recover.
Lawrence v. Wirth, 226 Va. 408, 412, 309 S.E.2d 315, 317 (1983)
(quoting Haywood v. Massie, 188 Va. 176, 182, 49 S.E.2d 281, 284
(1948)). A mitigation of damages instruction is thus
appropriate when the evidence shows that a plaintiff failed to
mitigate his damages by “neglect[ing] his health following his
physician’s negligent treatment.” Sawyer, 264 Va. at 77, 563
S.E.2d at 754 (quoting Lawrence, 226 Va. at 412, 309 S.E.2d at
317).
When asked to review jury instructions given by a trial
court, “our responsibility is to see that the law has been
clearly stated and that the instructions cover all issues which
the evidence fairly raises.” Lombard v. Rohrbaugh, 262 Va. 484,
498, 551 S.E.2d 349, 356 (2001) (quoting Swisher v. Swisher, 223
Va. 499, 503, 290 S.E.2d 856, 858 (1982)) (internal quotation
marks omitted). Under well-settled principles, “[a] jury
instruction may be given only if there is evidence to support
20
the instruction.” Pollins v. Jones, 263 Va. 25, 28, 557 S.E.2d
713, 714 (2002) (citing Van Buren v. Simmons, 235 Va. 46, 51,
365 S.E.2d 746, 749 (1988)). “The evidence presented in support
of a particular instruction ‘must amount to more than a
scintilla.’” Schlimmer v. Poverty Hunt Club, 268 Va. 74, 78,
597 S.E.2d 43, 45 (2004) (quoting Justus v. Commonwealth, 222
Va. 667, 678, 283 S.E.2d 905, 911 (1981)).
In the case at bar, the record is insufficient to sustain
the mitigation of damages instruction because it does not
reflect any act of neglect by Monahan following Wiggins’
treatment. Wiggins’ testimony clearly reflects that she gave
Monahan a choice of either going to the emergency room or going
home:
Q [Monahan’s counsel:] [I]sn’t it true that you told
Larry that he either needed to go to the emergency
room or please tell your wife to take you there if
there’s any change in the least?
A [Wiggins:] Yes.
Q[:] So you gave him the option of either going to
the emergency department or telling his wife to take
him to the emergency department . . . isn’t that what
you told him?
A[:] Yes.
The uncontradicted evidence shows that Monahan chose one of
the options his health care provider, Wiggins, offered to him:
he had someone drive him home and went to bed. After his wife
arrived home, his condition had worsened, and he was taken to an
21
emergency room, as Wiggins had suggested. Because Wiggins gave
Monahan the alternative course of action of either going to the
emergency room or going home, and because Monahan complied with
that advice by electing to go home, his decision cannot be the
basis for a mitigation of damages instruction. Monahan did not
act contrary to the advice given to him by his health care
provider, but followed one of the courses offered. Therefore,
no act of negligence supporting a failure to mitigate damages
can be attributed to him based on his following the course of
action offered by Wiggins. Obici points to no other evidentiary
basis for the instruction.
The trial court thus erred in granting Obici’s instruction
on mitigation of damages, as there was no evidentiary basis to
support it. “If an issue is erroneously submitted to a jury, we
presume that the jury decided the case upon that issue.”
Clohessy v. Weiler, 250 Va. 249, 254, 462 S.E.2d 94, 97 (1995).
Accordingly, we cannot say that the trial court’s error in
instructing the jury on the plaintiff’s duty to mitigate his
damages was harmless. We must presume the jury’s consideration
of damages was affected by the improperly given mitigation
instruction.
III. CONCLUSION
Obici did not assign cross-error to the trial court’s
judgment that it was negligent. Thus, we do not review that
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issue and will affirm the trial court’s judgment as to Obici’s
liability. Upon retrial, the finding of liability is binding
upon Obici, and Monahan will not be required to establish that
Obici was negligent. We will also affirm that portion of the
trial court’s judgment that Obici was not required to
specifically plead mitigation of damages as a condition
precedent to asserting that defense. However, we will reverse
the trial court’s judgment as to damages because it was error to
give the instruction on mitigation of damages and not to grant
the motion to strike the evidence concerning the decision to
drive Monahan to Riverside Hospital.
We will therefore remand the case for a new trial limited
to the issue of damages. See Jenkins v. Pyles, 269 Va. 383,
390, 611 S.E.2d 404, 408 (2005); Rawle v. McIlhenny, 163 Va.
735, 750, 177 S.E. 214, 221 (1934) (“Where the verdict is for
substantial though inadequate damages, it cannot upon any
reasonable theory be considered a finding for the defendant, and
it should be set aside, and a new trial granted which ordinarily
should be limited to the question of the amount of damages”).
Affirmed in part,
reversed in part,
and remanded.
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