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Defense Digest

On the Pulse…Recent Appellate Victories*

Defense Digest, Vol. 32, No. 2, June 2026

June 30, 2026

by Audrey L. Copeland

Shane Haselbarth (Philadelphia) succeeded in obtaining summary judgment in a federal district court and an affirmance on appeal to the Third Circuit in a police shooting case resulting in a fatality. Dispatch relayed news of a 911 call for a stabbing, and two police officers approached the scene. Multiple bystanders informed them that the suspect had a gun, and the officers converged toward him. With the benefit of a body-mounted camera recording, the officers ordered the suspect to drop his gun. He did so, and the officers ordered him to step away from the gun, but the suspect inexplicably reached down and picked up the gun again. The officers held their fire and ordered him again to drop his gun—until the suspect raised his gun and aimed it in the direction of one officer and the suspect’s mother, whom the suspect had brutally stabbed (leading to the 911 call from the suspect’s terrorized sister). Since the suspect aimed his gun at his mother and/or the police officer, the officers used deadly force against him, and only did so when the suspect repeatedly raised his gun as though to shoot it.  The district court held that the police officers’ conduct violated no clearly established right under the Fourth Amendment despite the suspect’s death from gunshot wounds. On appeal, the Third Circuit went further and held that the police officers’ conduct did not violate any right at all under the Fourth Amendment. Their use of deadly force, while tragic, was wholly reasonable given the facts and circumstances which they encountered on the night in question. 

Carol VanderWoude (Philadelphia) succeeded in obtaining reversal of a trial court’s order overruling preliminary objections as to venue. The plaintiff filed suit in the Philadelphia County Court of Common Pleas alleging negligence for injuries sustained in a car accident. The accident occurred in Lebanon County between the plaintiff’s vehicle and a school bus driven by an employee of the defendant transportation company. The corporate defendant provided transportation services to school districts in Lebanon and Lancaster Counties, and had no clients in Philadelphia County. The trial court overruled the preliminary objections to venue, reasoning the act of transporting students into Philadelphia for approximately two-dozen field trips during the pertinent school-year satisfied the quality-quantity venue analysis. The Superior Court agreed with the arguments raised on appeal and held that the field trips simply aided in the corporate defendant’s main purpose of providing transportation services as directed by its clients located outside Philadelphia County and that those field trips were not conducted regularly enough to satisfy the quantity portion of the venue analysis.

Kimberly Berman (Fort Lauderdale) and Jonathan Kanov (Fort Lauderdale) succeeded in obtaining an affirmance by the Fourth District Court of Appeal of a final judgment entered in favor of Marshall Dennehey’s clients, a law firm and managing lawyer. The law firm and lawyer issued an opinion letter on behalf of his clients as part of a commercial loan transaction for $7.5 million. After the client defaulted on the loan, the plaintiffs, sophisticated lenders, sued 20 different named defendants involved in the transaction. They sued the law firm and lawyer for negligent misrepresentation and breach of fiduciary duty for its role in issuing the third-party opinion letter. The trial court granted summary judgment in the law firm and lawyer’s favor, finding in an arm’s length transaction, there was no duty owed to nonclients. The lender appealed, phrasing the issue as a pure legal question of an attorney’s professional responsibility: “When an attorney issues an opinion letter – (i) knowing that the letter is attendant to a transaction in which a non-client party to that transaction will necessarily rely on the letter (as a condition precedent to the transaction); and (ii) invites reliance on the letter without qualification—does that attorney owe any duty of care to the intended non-client recipient?” After oral argument, the Fourth District rejected the lender’s arguments attempting to extend a duty in these circumstances and affirmed the final judgment.

Kimberly Berman (Fort Lauderdale) and Dante Rohr (Orlando) succeeded in obtaining an affirmance by the Second District Court of Appeal of a final judgment on a cross-claim for defense and indemnity in a construction defect matter for Marshall Dennehey’s client, a window and door subcontractor. The plaintiffs were residential homeowners who sued the general contractor for construction defects following the construction of their luxury home. They also sued the window and door subcontractor for negligent misrepresentation in its recommendation to install windows and doors manufactured by a German manufacturer. The general contractor filed a cross claim against the window and door subcontractor and third-party claims against the other subcontractors involved in the construction for defense and indemnification. During litigation, the case was referred to nonbinding arbitration, where the arbitrator found that the general contractor was not negligent, but that it breached the contract and warranties. The arbitrator also found there was no negligent misrepresentation on behalf of the window and door subcontractor. The arbitrator awarded the plaintiffs $3.1 million in damages. The general contractor moved for trial de novo on the cross claim and third-party claims only, accepting the $3.1 million award entered against it. Thereafter, the window and door subcontractor moved for summary judgment on the cross claim, asserting there was no obligation to defend or indemnify based on the express terms of the indemnification clause in the subcontract. The court granted summary judgment in the window and door subcontractor’s favor. After oral argument, the Second District Court of Appeal affirmed the final judgment in the window and door subcontractor’s favor.

Patricia McDonagh (Roseland) succeeded in obtaining an affirmance by the Appellate Division of the Supreme Court of New York, First Department, of an order granting summary judgment to Marshall Dennehey’s client, a building owner. Plaintiffs brought suit against the building owner after allegedly sustaining injuries when ceiling tiles fell onto them. The First Department held that defendant established that it was an out-of-possession landlord with no course of conduct of making repairs after the tenant assumed possession and control of the premises. The court further held that plaintiffs failed to raise a triable issue of fact in opposition and improperly made arguments for the first time on appeal.

Walter Kawalec (Mt. Laurel) succeeded in obtaining an affirmance from the New Jersey Appellate Division of a directed verdict in a medical malpractice action. The plaintiff’s decedent was a patient in our client’s nursing home and suffered from dysphagia, or difficulty swallowing. As a result, he was on a mechanically soft diet along with moderate supervision by the nursing staff. Plaintiff’s nursing expert opined that this level of supervision required the nurse to be in the room or at least the doorway when the decedent ate. The decedent was fed an appropriate meal of eggs for his breakfast, but choked on the meal while the nurse was outside the room, and eventually died as a result. The Appellate Division agreed with our argument that because the plaintiff’s experts only established a breach of the standard of care, and the cause of death, but did not establish proximate causation between the breach and the decedent’s death, a directed verdict was warranted, and the case was properly dismissed.

*Results do not guarantee a similar result.

Firm Highlights

Thought Leadership

What’s Hot in Workers’ Comp - News and Results*

RESULTS Lela Eke (Roseland) secured a significant victory in a catastrophic injury workers’ compensation matter involving an above-knee amputation and approximately $2 million in past medical bills. After more than a year of litigation over Motions for Medical and Temporary Benefits and a subsequent Motion to Compel/Payment of Bills, the claimant sought an order requiring payment of medical expenses for which certain providers had intervened and were pursuing their own claims through separate counsel. We argued that the intervenors’ bills were not properly before the court and should not be included in the MMT Order. The court agreed, finding that the bills were outside the scope of the MMT Order and further determining that the employer had complied with the other applicable requirements. As a result, the claimant’s counsel was not entitled to a potential 25% fee on the approximately $2 million in intervenors’ medical bills, preserving up to approximately $500,000 in potential savings. The ruling also preserved the client’s ability to negotiate the outstanding medical bills rather than requiring their immediate payment. Andrew Maffett (Harrisburg) obtained a favorable result in a Pennsylvania workers’ compensation matter. The matter involved the employer’s petitions to suspend and terminate workers’ compensation benefits arising from a July 22, 2024 work injury. With respect to the suspension petition, the employer presented fact-witness testimony that modified-duty work was available within the claimant’s treating physician’s restrictions. The judge credited that testimony and granted the suspension petition effective May 19, 2025. With respect to the termination petition, the employer presented testimony from an expert that the claimant had fully recovered from the work injury. The judge credited that testimony and granted the termination petition effective June 5, 2025. As a result, the employer was permitted to discontinue indemnity and medical benefits related to the July 22, 2024 injury and pursue supersedeas fund reimbursement for wage loss and medical benefits paid during the litigation. Perry Merlo (Harrisburg) secured a favorable decision in a Pennsylvania workers’ compensation matter involving a dispute over wage-loss benefits. The parties stipulated that the claimant had sustained a work injury but left unresolved whether he was entitled to indemnity benefits for the period from June 2, 2025, through November 17, 2025. The claimant testified that the employer had failed to accommodate his work restrictions during that time. In response, we presented testimony from an employer fact witness establishing that the claimant had been provided work within his restrictions without any loss of wages. The judge credited the employer’s witness over the claimant and denied the claim for approximately five months of wage-loss benefits, resulting in a favorable decision for the employer. William Murphy (Roseland) obtained a favorable resolution in a New Jersey workers’ compensation matter pending in Newark. The claim involved alleged injuries to the lower back, bilateral knees, and bilateral hands. We filed a motion seeking dismissal as to the carrier, arguing that coverage was not in effect on the date of the alleged accident. The judge granted the motion and entered an order dismissing the carrier from the case. William Murphy (Roseland) obtained a dismissal in a New Jersey workers’ compensation matter. The claim involved allegations of occupational exposure resulting in orthopedic, neurologic, and pulmonary disabilities. After numerous delays by the claimant’s counsel in prosecuting the matter, we successfully obtained a dismissal for lack of prosecution. The dismissal resulted in a complete resolution of the claim. William Murphy (Roseland) successfully dismissed a New Jersey workers’ compensation claim involving allegations of a decade-long occupational exposure. The claimant alleged orthopedic, neurologic, and pulmonary disabilities arising from the exposure. After the claimant’s counsel failed to take the necessary steps to advance the matter, we pursued dismissal for lack of prosecution. The court granted the request, bringing the claim to a complete and favorable conclusion. William Murphy (Roseland) successfully secured the dismissal with prejudice of two New Jersey workers’ compensation medical provider applications seeking a combined $71,534.47. The applications arose from medical treatment allegedly related to a September 11, 2021 workplace injury. We challenged the claims on jurisdictional grounds, arguing that the underlying accident occurred in New York and lacked a sufficient connection to New Jersey. Despite the two matters being assigned to different judges of compensation, both judges agreed with the jurisdictional argument and entered orders dismissing the respective claims with prejudice on July 23 and 24, 2026. The result eliminated $71,534.47 in claimed exposure. Tony Natale (King of Prussia) obtained a defense verdict in a workers' compensation case in Pennsylvania. The claimant sustained a work-related injury in the form of a bilateral knee strain during the course and scope of employment. She continued to treat for these injuries without cessation. She originally refused a job offer to return to work and continued treatment. A board-certified orthopedic surgeon who specializes in knee injuries examined her and found that despite the varied and somewhat bizarre subjective pain complaints, there were no objective corroborative findings to support ongoing injury or disability. This medical expert testimony was proffered and accepted by the court as credible, resulting in a full defense verdict. Michele Punturi (Philadelphia) successfully prosecuted a Termination Petition involving a 71-year-old certified nursing assistant who suffered a work injury to the lumbar spine with a pre-existing back condition, the latter of which the claimant denied. The defense medical expert, a Board-certified orthopedic surgeon with a specialty in surgical treatment of spinal injuries, examined the claimant and his opinions were found competent, credible and persuasive supporting a full recovery based upon a comprehensive physical examination, review of medical records and x-rays of the lumbar spine as well as three MRIs of the lumbar spine in 2023, 2024 and 2025 revealing no post-traumatic findings nor an aggravation of her pre-existing lumbar condition. Michele demonstrated claimant’s expert lacked the expertise and experience and his focus was on pain management. The judge rejected claimant’s medical expert as not credible even though he attempted to support an aggravation of her underlying degenerative disc disease. The judge further rejected claimant’s testimony given her efforts to unequivocally deny prior back injury going as far as to say it would be a lie to say she had a prior low back injury despite the medical records that clearly demonstrated prior treatment along with medication for her lumbar spine. Also, the demonstration of her sporadic treatment further supported a lack of credibility as did favorable surveillance showing her active.   *Prior Results Do Not Guarantee a Similar Outcome NEWS Judd Woytek (King of Prussia) is speaking at the National Comp conference in Las Vegas in September. He joins a group of panelists to present “Older, Wiser, But Costlier to Heal: What an Aging Workforce Means for Employers and for the Industry,” a discussion focused on the challenges employers face in balancing safety, compliance, and productivity as the workforce continues to age. Judd and his co-presenters will address proactive strategies to reduce workplace risk, support older employees, navigate age-discrimination and workers’ compensation issues, and build a safer, more resilient workforce. For more information, visit National Comp. Conference and Trade Show.