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Defense Digest

On the Pulse…Recent Appellate Victories*

Defense Digest, Vol. 31, No. 4, December 2025

December 1, 2025

Carol VanderWoude (Philadelphia, PA) convinced the Commonwealth Court of Pennsylvania to reverse the trial court’s denial of motions for post-trial relief and to direct entry of judgment notwithstanding the verdict (jnov) in favor of Marshall Dennehey’s client. The plaintiff alleged he was injured while standing unsupported on a moving bus. He claimed that he lost his balance when the bus accelerated away from a bus stop and that he grabbed an overhead bar to keep from falling and injured his arm. The video showed only that the plaintiff lost his balance when the bus started moving. At trial, the defense moved for nonsuit and directed verdict, arguing that the evidence was insufficient, particularly in light of the video evidence, to overcome the jerk-and-jolt doctrine applicable to a passenger injured on a moving bus. Submission of a jerk-and-jolt case to a jury requires a sudden stop or jerk so unusual and extraordinary as to be beyond a passenger’s reasonable anticipation. The trial court denied our motions for nonsuit and directed verdict, as well as post-trial motions, having determined that the video evidence presented a jury question under the jerk-and-jolt doctrine. After independently reviewing the video evidence, the Commonwealth Court reversed and granted jnov to the defendant, pointing out that various of the trial court’s observations “were not supported by the video or testimony” adduced at trial. 

Carol and Aaron Moore (Wilmington, DE) obtained the Delaware Supreme Court’s affirmance of the trial court’s dismissal of a complex legal malpractice claim. The plaintiffs, seven affiliated companies and their owners in the business of developing property, had been sued by their bank for defaulting on multiple lines of credit. The bank filed multiple lawsuits against the property developers, claiming approximately $7 million in damages, plus attorneys’ fees, which were recoverable pursuant to the terms of the promissory notes. The property developers retained our client to defend the lawsuits, asserting that the amounts claimed to be owed to the bank were significantly overstated. Our client vigorously defended the bank’s underlying lawsuits. Ultimately, the property developers settled the bank’s lawsuits for the entire amount owed, plus interest, and the bank’s legal fees. The developers argued that its attorneys should have advised them to settle the bank’s claims after the lawsuits were commenced and that, if they had done so, they would not have had to pay the bank’s legal fees ($825,000), our client’s legal fees ($485,000), our expert witness fees ($335,000), or the additional interest on the loan. The property developers also claimed that not settling with the bank earlier caused them lost business opportunities valued at nearly $1 million. The plaintiffs’ legal malpractice claims were dismissed because their expert witness, a Maryland attorney with no business litigation experience, was not qualified to serve as an expert and because their damage claims were speculative.

Kimberly Berman and Matthew Wildner (both of Fort Lauderdale, FL) succeeded in obtaining an affirmance by the Fourth District Court of Appeal of a final order dismissing claims against Marshall Dennehey’s client, a professional engineer and his engineering firm, in a construction defect case in Florida. The appeal presented an issue of whether a non-supervisory engineer and his firm, who were retained by a third party to examine and inspect a contractor’s work, which third party then told the contractor to stop work, could be held liable for professional negligence. The trial court dismissed the professional negligence claims with prejudice, and without oral argument. The appellate court affirmed. 

Kimberly House (Philadelphia, PA) convinced the Pennsylvania Superior Court to dismiss the plaintiffs’ appeal of a judgment on a defense verdict for our client that was obtained by Allison Krupp (Harrisburg, PA). Our client issued a professional liability insurance policy to the plaintiffs, who were sued for legal malpractice. They notified our client of the suit and asked them to provide counsel to defend the matter. The plaintiffs never agreed to counsel proposed by our client. The plaintiffs then proceeded to mediation in the legal malpractice action and settled the matter without notifying our client. As a result, our client denied the plaintiffs’ request for indemnification. The plaintiffs brought suit for breach of contract and bad faith. In the trial handled by Allision, the jury returned a defense verdict, and the plaintiffs filed post-trial motions, which were denied. On appeal, the plaintiffs argued that the trial court erred in allowing the jury to see a copy of the insurance contract during their deliberations. The Superior Court dismissed the appeal, finding that the plaintiffs waived their argument by failing to cite to relevant legal authority in their appellate brief. The Superior Court also stated in a footnote that, should the court have reached the issue on appeal, it would have found it meritless because the insurance contract was a central piece of evidence to which the plaintiffs did not object during trial. 

Kimberly and Scott Gemberling (both of Philadelphia, PA) successfully defended the plaintiff’s appeal of a trial court decision sustaining a preliminary objection on the ground of improper venue. In the underlying case, the Philadelphia Court of Common Pleas found that venue was improper in Philadelphia County and ordered that the case be transferred to Centre County, and the plaintiff appealed. The Pennsylvania Superior Court, in a precedential decision, affirmed the trial court’s decision and found that there was no abuse of discretion. In support of its decision, the Superior Court found that the plaintiff’s arguments were unsupported by Pennsylvania law. The Superior Court, in finding waiver of an issue, quoted directly from the brief prepared by Kim. 

Audrey Copeland (King of Prussia, PA) obtained the Pennsylvania Commonwealth Court en banc’s affirmance of the grant of summary judgment on remand in favor of our client, which had been obtained by Patricia Monahan (Pittsburgh, PA). The court denied the plaintiff’s (a retiring police officer) claim for unjust enrichment and breach of contract regarding his pension benefits. It was the law of the case from the prior appeal that, although the plaintiff’s employment contract stated that he would be entitled to Act 600 pension benefits, he had an existing Act 15 pension pursuant to an ordinance under the Pennsylvania Municipal Retirement Law and the defendant Borough had never enacted an ordinance to establish an Act 600 pension. The Borough was not unjustly enriched by not providing the plaintiff with such a plan and, too, the Borough did not “fail” to contribute the plaintiff’s pension contributions to a pension plan. The court also upheld denial of the plaintiff’s breach of contract claim. 

Audrey also persuaded the Pennsylvania Superior Court to affirm the trial court’s transfer of venue from Philadelphia County to York County obtained by her and Edward McGinn (King of Prussia, PA) for our client. The court had found that our client had no Philadelphia presence, customers, or sales and was in the business of processing and packaging canned and frozen vegetables. The Superior Court found that importing raw vegetable material through the Port of Philadelphia and the use of third-party vendors to carry out the importation and transportation was analogous to the purchase of supplies and did not meet the standard of “regularly conducting business.” Venue was also not proper merely because the defendant’s products were offered for sale in Philadelphia stores. 

Audrey and Suzanne Utke (Philadelphia, PA) obtained the dismissal of the plaintiff’s appeal of judgment in favor of Marshall Dennehey’s client as the plaintiff and his attorney failed to file post-trial motions after the defense verdict. Therefore, they had waived all issues for appeal. 

John Hare and Shane Haselbarth (both of Philadelphia, PA) conduced a successful oral argument before the Supreme Court of Pennsylvania that resulted in the Court’s unanimous ruling to uphold statutory employer immunity on Pennsylvania construction sites. The six Justices who voted rejected the plaintiff’s arguments that such immunity should be overturned as antiquated and should be deemed waivable. Read more about this case in The Legal Intelligencer. 

*Results do not guarantee a similar result. 


Defense Digest, Vol. 31, No. 4, December 2025, is prepared by Marshall Dennehey to provide information on recent legal developments of interest to our readers. This publication is not intended to provide legal advice for a specific situation or to create an attorney-client relationship. ATTORNEY ADVERTISING pursuant to New York RPC 7.1. © 2025 Marshall Dennehey. All Rights Reserved. This article may not be reprinted without the express written permission of our firm. For reprints, contact tamontemuro@mdwcg.com.

Firm Highlights

Thought Leadership

Legal Update for Special Education Law: Recent Positive Outcomes From the Group

Hearing Officer Confirms District Acted Appropriately Under IDEA and Section 504 William J. McPartland (Scranton) obtained a finding in favor of our client, a school district, on all issues following a due process hearing. The parent had filed a due process complaint alleging that the school district had breached its child find duty under the IDEA and Section 504, that the school district had discriminated against the student on the basis of disability in violation of Section 504, and that the school district had denied a free and appropriate public education to the student both by developing inadequate IEPs and via an actionable procedural violation.  Specifically, the student had received a Section 504 evaluation in October 2023, after a number of behavioral infractions culminating in a fight in September 2023, was identified as having anxiety and a sleep disorder, and received appropriate Section 504 accommodations. The student had never previously demonstrated signs of a learning disability, and the parent denied the school district permission to evaluate the student for special education needs in November 2023, and January 2024. The parent granted the district permission to evaluate the student in October 2024, after a private psychologist diagnosed the student with Attention Deficit Hyperactivity Disorder, possible Oppositional Defiance Disorder, a learning disorder, and anxiety. The school district issued a special education evaluation report in December 2024, finding that the student had an emotional disturbance and other health impairment, and an IEP providing an itinerant level of emotional support, as well as instruction in academics and social skills, was issued in January 2025, and amended in February, March, and April 2025. The student withdrew from the school district in April 2025, to attend a cyber charter school. The hearing officer determined that the school district had not violated its child find duty to the student in violation of either the IDEA or Section 504 where the district developed a Section 504 plan for the student within a month and a half of the parent’s first request for a Section 504 evaluation and where the parent repeatedly denied consent to conduct an IDEA evaluation of the student. The hearing officer noted that the student’s sporadic record of behavioral infractions prior to September 2023, did not suggest that the student had a disability prior to the parent’s initial request for an evaluation. The hearing officer further determined that no evidence had been produced to suggest that the student was discriminated against on the basis of disability in violation of Section 504. Additionally, the hearing officer determined that the IEP offered to the student was substantively adequate and that, to the extent the social and emotional programming offered by the school district was not received by the student, this resulted from the parent’s refusal to accept the same. The hearing officer finally determined that the school district did not commit an actionable procedural violation by delaying development of an IEP for the student where the parent repeatedly denied consent to evaluate the student. Court Dismisses Three of Four Claims Against School District Christopher J. Conrad and Daniel P. McGannon (Harrisburg) achieved a significant early victory on behalf of a school district client in. The team successfully obtained dismissal of three of the four claims asserted in the plaintiff’s amended complaint. The former district superintendent brought multiple claims arising out of his alleged “forced resignation,” including age discrimination under the ADEA, a Section 1983 Equal Protection claim, a Pennsylvania Whistleblower claim, and breach of contract. On behalf of the district, the defense team moved to dismiss the complaint in part, arguing: The plaintiff failed to plead sufficient facts to support a prima facie case of age discrimination. The equal protection claim was barred because the ADEA provides the exclusive federal remedy for age-based employment claims. The breach of contract claim could not stand because the underlying employment agreement had expired prior to the alleged breach. The court agreed, dismissing the ADEA, equal protection, and breach of contract claims in their entirety. As a result, only a single claim under the Pennsylvania Whistleblower Law remains pending. This outcome substantially narrows the scope of the litigation and positions the client for a more efficient defense moving forward.

Result

No-Cause Jury Verdict Secured in Wrongful Death Trial

We successfully obtained a no-cause jury verdict in a 13-day wrongful death trial. The decedent, a 59-year-old man, was admitted to the emergency room on February 15, 2019, with complaints of abdominal pain, decreased appetite, and constipation, despite the use of laxatives. The patient did not complain of any nausea, vomiting, or diarrhea. He had a significant medical history including diabetes, hypertension, prior coronary artery stenting, morbid obesity (with past gastric bypass surgery), longstanding ventral hernia, and back pain. A CT scan revealed multiple hernias and a potential closed-loop bowel obstruction, leading to a surgery consultation. Our client, an emergency general surgeon, interpreted that the patient did not have a closed loop or any significant obstruction and recommended non-surgical management. The patient was approved to have clear liquids, and had a vomiting incident shortly after, but our client was not notified. The patient was returned to NPO status, and after improving overnight, he was returned to “clears” and additional medical and renal consults were ordered. Our client did not receive any communications from the residents/nurses of any changes in the patient’s condition. On February 18, 2019, two rapid responses were called due to increased heart rate and vomiting. It is believed that the vomiting resulted in aspiration, causing sepsis, ultimately leading to the patient’s death. During the trial, the plaintiff’s sole medical expert highlighted imaging on the wrong hernia, which called into question all of his opinions in the case. We made key objections related to the expert testimony, limiting what the allegations were, and preventing new allegations from being made. After approximately two and a half hours of deliberating, the jury returned a no-cause verdict. 

Thought Leadership

Featured Conversations... Key Takeaways from A.M. Best’s Webinar on the Misuse Defense in Product Liability Claims, Featuring Michael Salvati

Michael Salvati, shareholder in our Philadelphia office, was a panelist for the April A.M. Best webinar, “The Misuse Defense: Strategic Approaches to Defending Product Liability Claims for Insurers.” During the program, Michael and his fellow panelists offered practical, jurisdiction‑specific guidance on how misuse and failure‑to‑warn theories intersect in modern product liability litigation. Michael emphasized the unique challenges these claims present—particularly in states like Pennsylvania, where evidentiary rules diverge sharply from those applied in many other jurisdictions. Failure to Warn as the “Flip Side” of Misuse Salvati explained that failure‑to‑warn allegations often arise as a direct counter to a misuse defense. As he noted, “If our misuse defense is that the plaintiff didn't use a product properly or safely, then the failure to warn claim is that we didn't tell them how to use it properly.” He emphasized that these claims can stem from either the absence of warnings or criticisms of existing warnings, such as insufficient specificity or lack of clarity about risks. Pennsylvania’s Unique Evidentiary Landscape One of Salvati’s most notable points was the stark difference in how Pennsylvania treats evidence of compliance with industry standards. He highlighted that Pennsylvania is “one of the only states…where that evidence is not admissible” in strict liability cases. Manufacturers cannot rely on compliance with ANSI, UL, ISO, or even federal safety standards to defend the product against a strict liability claim—because the focus is solely on the product itself, not the manufacturer’s conduct. Salvati acknowledged the challenge this creates for defense counsel and clients who expect such compliance to carry weight. Understanding the Three Defect Theories Salvati also walked through the three primary defect theories recognized in many jurisdictions: - Design defect – a flaw in the product’s intended design - Manufacturing defect – a deviation affecting a specific unit - Failure to warn – inadequate instructions or warnings He noted that warnings claims are increasingly significant and sometimes stand alone when design or manufacturing theories are weak. As he put it, plaintiffs often default to warnings claims because “the default position seems to be, ‘If I got hurt, there must be something wrong.’” Warranties and State‑by‑State Variations Salvati addressed how breach‑of‑warranty claims fit into the broader framework, explaining that implied warranties—such as merchantability—often overlap with strict liability in Pennsylvania. He emphasized the importance of understanding local nuances, as warranty law and admissibility rules vary widely across states. Looking Ahead: The Growing Importance of Warnings In his closing remarks, Salvati stressed that warnings should never be treated as an afterthought in product liability defense. He observed that warnings‑only claims are becoming more common and urged manufacturers and insurers to continually evaluate the clarity and completeness of their instructions and warnings. His takeaway: “We should always be talking about what are the instructions that come with our products…to bolster a misuse defense.” Listen to the complete webinar here: https://www3.ambest.com/conferences/events/eventregister.aspx?event_id=WEB1074.