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Case 2023CV000345 Document 33 Filed 05-15-2023 Page 1 of 25

FILED
05-15-2023
Clerk of Circuit Court
Outagamie County
2023CV000345

STATE OF WISCONSIN CIRCUIT COURT OUTAGAMIE COUNTY


______________________________________________________________________________

SCOTT SCHARA, individually, and as the


Administrator of the Estate of Grace Schara,
Case No. 23-CV-345
Plaintiff,
Case Code 30105, 30104,
30103, 30701

WISCONSIN DEPARTMENT OF HEALTH


SERVICES,

Involuntary Plaintiff,

vs.

ASCENSION HEALTH, et al.,

Defendants.
______________________________________________________________________________

ASCENSION HEALTH, HOLLEE MCINNIS, RN, AND ALISON BARKHOLTZ, RN’S


ANSWER TO THE COMPLAINT
______________________________________________________________________________

NOW COME the Defendants, Ascension Health, Hollee McInnis, RN, and Alison

Barkholtz, RN, by their Attorneys, Otjen Law Firm, S.C., and as and for an Answer to the

Plaintiff’s Complaint admit, deny, and affirmatively allege as follows:

INTRODUCTION

In answer to the section of the Complaint entitled “Introduction,” deny each and every

allegation contained therein.

1. In answer to ¶ 1 of the Complaint, admit that the Complaint purports to advance the

claims described. As to any and all specific allegations against any party contained in ¶ 1 of the

Complaint, deny each and every said allegation.

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2. In answer to ¶ 2 of the Complaint, admit that the Complaint purports to advance the

claims described. As to any and all specific allegations against any party contained in ¶ 2 of the

Complaint, deny each and every said allegation.

3. In answer to ¶ 3 of the Complaint, admit that the Complaint purports to advance the

claims described. As to any and all specific allegations against any party contained in ¶ 3 of the

Complaint, deny each and every said allegation.

4. In answer to ¶ 4 of the Complaint, deny each and every allegation contained therein.

THE PARTIES, VENUE, AND JURISDICTION

5. In answer to ¶ 5 of the Complaint, deny knowledge sufficient to form a belief as to

the truth or falsity of the allegations contained therein and therefore deny and put the Plaintiff to

his strict proof thereon.

6. In answer to ¶ 6 of the Complaint, deny that Ascension Health directly provides

health care services. Deny that Ascension Health employs any Defendant or any member of the

hospital staff involved in the care of Grace Schara. Deny that Ascension Health played any role

relative to any of the allegations of this lawsuit. Deny that Ascension Health is a proper party to

this lawsuit. As to any and all further allegations contained in ¶ 6, deny knowledge sufficient to

form a belief as to the truth or falsity of the allegations contained therein and therefore deny and

put the Plaintiff to his strict proof thereon.

7. In answer to ¶ 7 of the Complaint, state affirmatively that ¶ 7 of the Complaint is

directed to an individual other than these answering Defendants, and therefore no answer is

required from these answering Defendants. To the extent that an answer is required, deny

knowledge sufficient to form a belief as to the truth or falsity of the allegations contained therein

and therefore deny and put the Plaintiff to his strict proof thereon.

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8. In answer to ¶ 8 of the Complaint, state affirmatively that ¶ 8 of the Complaint is

directed to an individual other than these answering Defendants, and therefore no answer is

required from these answering Defendants. To the extent that an answer is required, deny

knowledge sufficient to form a belief as to the truth or falsity of the allegations contained therein

and therefore deny and put the Plaintiff to his strict proof thereon.

9. In answer to ¶ 9 of the Complaint, state affirmatively that ¶ 9 of the Complaint is

directed to an individual other than these answering Defendants, and therefore no answer is

required from these answering Defendants. To the extent that an answer is required, deny

knowledge sufficient to form a belief as to the truth or falsity of the allegations contained therein

and therefore deny and put the Plaintiff to his strict proof thereon.

10. In answer to ¶ 10 of the Complaint, state affirmatively that ¶ 10 of the Complaint

is directed to an individual other than these answering Defendants, and therefore no answer is

required from these answering Defendants. To the extent that an answer is required, deny

knowledge sufficient to form a belief as to the truth or falsity of the allegations contained therein

and therefore deny and put the Plaintiff to his strict proof thereon.

11. In answer to ¶ 11 of the Complaint, state affirmatively that ¶ 11 of the Complaint

is directed to an individual other than these answering Defendants, and therefore no answer is

required from these answering Defendants. To the extent that an answer is required, deny

knowledge sufficient to form a belief as to the truth or falsity of the allegations contained therein

and therefore deny and put the Plaintiff to his strict proof thereon.

12. In answer to ¶ 12 of the Complaint, admit that Hollee McInnis, RN is, and at all

relevant times was, a licensed and skilled registered nurse. Deny that Hollee McInnis, RN is a

proper party to the instant lawsuit. Deny that Hollee McInnis, RN may be held independently

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liable on any of the claims asserted in the Complaint. As to any and all further allegations

contained in ¶ 12, deny knowledge sufficient to form a belief as to the truth or falsity of the

allegations contained therein and therefore deny and put the Plaintiff to his strict proof thereon.

13. In answer to ¶ 13 of the Complaint, admit that Alison Barkholtz, RN is, and at all

relevant times was, a licensed and skilled registered nurse. Deny that Alison Barkholtz, RN is a

proper party to the instant lawsuit. Deny that Alison Barkholtz, RN may be held independently

liable on any of the claims asserted in the Complaint. As to any and all further allegations

contained in ¶ 13, deny knowledge sufficient to form a belief as to the truth or falsity of the

allegations contained therein and therefore deny and put the Plaintiff to his strict proof thereon.

14. In answer to ¶ 14 of the Complaint, admit that the Complaint refers to certain parties

to the instant lawsuit as the “professional defendants.” Deny that Hollee McInnis, RN and Alison

Barkholtz, RN are properly named as defendants in the instant lawsuit. As to any and all specific

allegations asserted in the Complaint as to any of these answering Defendants, deny any and all

such allegations contained in ¶ 14 of the Complaint or elsewhere in the Complaint.

15. In answer to ¶ 15 of the Complaint, state affirmatively that ¶ 15 of the Complaint

is directed to an entity other than these answering Defendants, and therefore no answer is required

from these answering Defendants. To the extent that an answer is required, deny knowledge

sufficient to form a belief as to the truth or falsity of the allegations contained therein and therefore

deny and put the Plaintiff to his strict proof thereon.

16. In answer to ¶ 16 of the Complaint, state affirmatively that ¶ 16 of the Complaint

is directed to an entity other than these answering Defendants, and therefore no answer is required

from these answering Defendants. To the extent that an answer is required, deny knowledge

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sufficient to form a belief as to the truth or falsity of the allegations contained therein and therefore

deny and put the Plaintiff to his strict proof thereon.

17. In answer to ¶ 17 of the Complaint, deny that § 801.50 Wis. Stats. is the proper

venue statute applicable to a medical malpractice action in Wisconsin. As to any and all further

allegations contained in ¶ 17, deny knowledge sufficient to form a belief as to the truth or falsity

of the allegations contained therein and therefore deny and put the Plaintiff to his strict proof

thereon.

18. In answer to ¶ 18 of the Complaint, state affirmatively that ¶ 18 of the Complaint

advances a legal conclusion to which no answer is necessary. To the extent that an answer is

deemed necessary to ¶ 18, deny that the cited statute, § 801.01(1) stands for the proposition for

which it is cited in ¶ 18. As to any and all further allegations set forth in ¶ 18, deny knowledge

sufficient to form a belief as to the truth or falsity of the allegations contained therein and therefore

deny and put the Plaintiff to his strict proof thereon.

FACTS

19. In answer to ¶ 19 of the Complaint, deny knowledge sufficient to form a belief as

to the truth or falsity of the allegations contained therein and therefore deny and put the Plaintiff

to his strict proof thereon.

20. In answer to ¶ 20 of the Complaint, deny knowledge sufficient to form a belief as

to the truth or falsity of the allegations contained therein and therefore deny and put the Plaintiff

to his strict proof thereon.

21. In answer to ¶ 21 of the Complaint, deny knowledge sufficient to form a belief as

to the truth or falsity of the allegations contained therein and therefore deny and put the Plaintiff

to his strict proof thereon.

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22. In answer to ¶ 22 of the Complaint, deny knowledge sufficient to form a belief as

to the truth or falsity of the allegations contained therein and therefore deny and put the Plaintiff

to his strict proof thereon.

23. In answer to ¶ 23 of the Complaint, deny knowledge sufficient to form a belief as

to the truth or falsity of the allegations contained therein and therefore deny and put the Plaintiff

to his strict proof thereon.

24. In answer to ¶ 24 of the Complaint, deny knowledge sufficient to form a belief as

to the truth or falsity of the allegations contained therein and therefore deny and put the Plaintiff

to his strict proof thereon.

25. In answer to ¶ 25 of the Complaint, admit that Grace Schara was at one point

admitted to Ascension St. Elizabeth Hospital. As to any and all further allegations contained in ¶

25, deny knowledge sufficient to form a belief as to the truth or falsity of the allegations contained

therein and therefore deny and put the Plaintiff to his strict proof thereon.

26. In answer to ¶ 26 of the Complaint, affirmatively state that Grace Schara’s medical

records speak for themselves. As to any and all further specific allegations contained in ¶ 26, deny

knowledge sufficient to form a belief as to the truth or falsity of the allegations contained therein

and therefore deny and put the Plaintiff to his strict proof thereon.

27. In answer to ¶ 27 of the Complaint, affirmatively state that Grace Schara’s medical

records speak for themselves. As to any and all further specific allegations contained in ¶ 27, deny

knowledge sufficient to form a belief as to the truth or falsity of the allegations contained therein

and therefore deny and put the Plaintiff to his strict proof thereon.

28. In answer to ¶ 28 of the Complaint, deny each and every allegation contained

therein.

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29. In answer to ¶ 29 of the Complaint, affirmatively state that Grace Schara’s medical

records speak for themselves. As to any and all further specific allegations contained in ¶ 29 of

the Complaint, deny knowledge sufficient to form a belief as to the truth or falsity of the allegations

contained therein and therefore deny and put the Plaintiff to his strict proof thereon.

30. In answer to ¶ 30 of the Complaint, admit that Grace Schara was at one point in

time an inpatient at St. Elizabeth Hospital. As to any and all further allegations contained in ¶ 30,

deny knowledge sufficient to form a belief as to the truth or falsity of the allegations contained

therein and therefore deny and put the Plaintiff to his strict proof thereon.

31. In answer to ¶ 31 of the Complaint, affirmatively state that Grace Schara’s medical

records speak for themselves. As to any and all further specific allegations contained in ¶ 31, deny

knowledge sufficient to form a belief as to the truth or falsity of the allegations contained therein

and therefore deny and put the Plaintiff to his strict proof thereon.

32. In answer to ¶ 32 of the Complaint, affirmatively state that Grace Schara’s medical

records speak for themselves. As to any and all further specific allegations contained in ¶ 32, deny

knowledge sufficient to form a belief as to the truth or falsity of the allegations contained therein

and therefore deny and put the Plaintiff to his strict proof thereon.

33. In answer to ¶ 33 of the Complaint, affirmatively state that Grace Schara’s medical

records speak for themselves. As to any and all further specific allegations contained in ¶ 33, deny

knowledge sufficient to form a belief as to the truth or falsity of the allegations contained therein

and therefore deny and put the Plaintiff to his strict proof thereon.

34. In answer to ¶ 34 of the Complaint, affirmatively state that Grace Schara’s medical

records speak for themselves. As to any and all further specific allegations contained in ¶ 34, deny

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knowledge sufficient to form a belief as to the truth or falsity of the allegations contained therein

and therefore deny and put the Plaintiff to his strict proof thereon.

35. In answer to ¶ 35 of the Complaint, deny each and every allegation contained

therein.

36. In answer to ¶ 36 of the Complaint, state affirmatively that Grace Schara’s medical

records speak for themselves. Deny that Grace Schara ever became “oversedated” from Precedex

or any other medication. As to any and all further allegations contained in ¶ 36, deny knowledge

sufficient to form a belief as to the truth or falsity of the allegations contained therein and therefore

deny and put the Plaintiff to his strict proof thereon.

37. In answer to ¶ 37 of the complaint, affirmatively state that Grace Schara’s medical

records speak for themselves. As to any and all further specific allegations contained in ¶ 37, deny

knowledge sufficient to form a belief as to the truth or falsity of the allegations contained therein

and therefore deny and put the Plaintiff to his strict proof thereon.

38. In answer to ¶ 38 of the Complaint, affirmatively state that Grace Schara’s medical

records speak for themselves. As to any and all further specific allegations contained in ¶ 38, deny

knowledge sufficient to form a belief as to the truth or falsity of the allegations contained therein

and therefore deny and put the Plaintiff to his strict proof thereon.

39. In answer to ¶ 39 of the Complaint, admit that Alison Barkholtz, RN had an

encounter with plaintiff Scott Schara in October of 2021. Deny that Alison Barkholtz, RN had

plaintiff “removed from the hospital by armed guard.” As to any and all further allegations

contained in ¶ 39, deny each and every said allegation.

40. In answer to ¶ 40 of the Complaint, deny that Scott Schara was “removed” from the

hospital. Further deny that Grace Schara was ever “without family present or advocacy for about

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30 hours” or any period of time. As to any and all further allegations contained in ¶ 40, deny

knowledge sufficient to form a belief as to the truth or falsity of the allegations contained therein

and therefore deny and put the Plaintiff to his strict proof thereon.

41. In answer to ¶ 41 of the Complaint, deny each and every allegation contained in ¶

41 to the extent that said allegations are advanced against any of these answering Defendants.

Deny that Scott Schara was ever “removed” from the hospital. As to any other further allegation

contained in ¶ 41, deny knowledge sufficient to form a belief as to the truth or falsity of the

allegations contained therein and therefore deny and put the Plaintiff to his strict proof thereon.

42. In answer to ¶ 42 of the Complaint, deny that Scott Schara was ever “removed”

from the hospital. As to any and all further allegations contained in ¶ 42, deny knowledge

sufficient to form a belief as to the truth or falsity of the allegations contained therein and therefore

deny and put the Plaintiff to his strict proof thereon.

43. In answer to ¶ 43 of the Complaint, deny knowledge sufficient to form a belief as

to the truth or falsity of the allegations contained therein and therefore deny and put the Plaintiff

to his strict proof thereon.

44. In answer to ¶ 44 of the Complaint, deny knowledge sufficient to form a belief as

to the truth or falsity of the allegations contained therein and therefore deny and put the Plaintiff

to his strict proof thereon.

45. In answer to ¶ 45 of the Complaint, deny knowledge sufficient to form a belief as

to the truth or falsity of the allegations contained therein and therefore deny and put the Plaintiff

to his strict proof thereon.

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46. In answer to ¶ 46 of the Complaint, deny knowledge sufficient to form a belief as

to the truth or falsity of the allegations contained therein and therefore deny and put the Plaintiff

to his strict proof thereon.

47. In answer to ¶ 47 of the Complaint, deny knowledge sufficient to form a belief as

to the truth or falsity of the allegations contained therein and therefore deny and put the Plaintiff

to his strict proof thereon.

48. In answer to ¶ 48 of the Complaint, deny that hospital staff ever “violated” any

“agreement” with any Plaintiff or any party. As to any and all further allegations contained in ¶

48 of the complaint, deny knowledge sufficient to form a belief as to the truth or falsity of the

allegations contained therein and therefore deny and put the Plaintiff to his strict proof thereon.

49. In answer to ¶ 49 of the Complaint, deny that the hospital ever “violated” any

“agreement” with the Plaintiff or any party. Further deny that Grace Schara was “without family

present or advocacy” for any period of time. As to any further allegations contained in ¶ 49, deny

knowledge sufficient to form a belief as to the truth or falsity of the allegations contained therein

and therefore deny and put the Plaintiff to his strict proof thereon.

50. In answer to ¶ 50 of the Complaint, affirmatively state that Grace Schara’s medical

records speak for themselves. As to any and all further specific allegations contained in ¶ 50, deny

knowledge sufficient to form a belief as to the truth or falsity of the allegations contained therein

and therefore deny and put the Plaintiff to his strict proof thereon.

51. In answer to ¶ 51 of the Complaint, deny each and every allegation contained

therein.

52. In answer to ¶ 52 of the Complaint, affirmatively state that Grace Schara’s medical

records speak for themselves. As to any and all further specific allegations contained in ¶ 52, deny

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knowledge sufficient to form a belief as to the truth or falsity of the allegations contained therein

and therefore deny and put the Plaintiff to his strict proof thereon.

53. In answer to ¶ 52 of the Complaint, affirmatively state that Grace Schara’s medical

records speak for themselves. As to any and all further specific allegations contained in ¶ 53, deny

knowledge sufficient to form a belief as to the truth or falsity of the allegations contained therein

and therefore deny and put the Plaintiff to his strict proof thereon.

54. In answer to ¶ 54 of the Complaint, affirmatively state that Grace Schara’s medical

records speak for themselves. As to any and all further specific allegations contained in ¶ 54, deny

knowledge sufficient to form a belief as to the truth or falsity of the allegations contained therein

and therefore deny and put the Plaintiff to his strict proof thereon.

55. In answer to ¶ 55 of the Complaint, affirmatively state that Grace Schara’s medical

records speak for themselves. As to any and all further specific allegations contained in ¶ 55, deny

knowledge sufficient to form a belief as to the truth or falsity of the allegations contained therein

and therefore deny and put the Plaintiff to his strict proof thereon.

56. In answer to ¶ 56 of the Complaint, affirmatively state that Grace Schara’s medical

records speak for themselves. As to any and all further specific allegations contained in ¶ 56, deny

knowledge sufficient to form a belief as to the truth or falsity of the allegations contained therein

and therefore deny and put the Plaintiff to his strict proof thereon.

57. In answer to ¶ 57 of the Complaint, affirmatively state that Grace Schara’s medical

records speak for themselves. As to any and all further specific allegations contained in ¶ 57, deny

knowledge sufficient to form a belief as to the truth or falsity of the allegations contained therein

and therefore deny and put the Plaintiff to his strict proof thereon.

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58. In answer to ¶ 58 of the Complaint, deny that any policy and procedure of

Ascension Health or St. Elizabeth Hospital establishes the applicable standard of care under

Wisconsin law. As to any and all further allegations contained in ¶ 58, deny each and every said

allegation.

59. In answer to ¶ 59 of the Complaint, affirmatively state that Grace Schara’s medical

records speak for themselves. As to any and all specific allegations contained in ¶ 59, deny

knowledge sufficient to form a belief as to the truth or falsity of the allegations contained therein

and therefore deny and put the Plaintiff to his strict proof thereon.

60. In answer to ¶ 60 of the Complaint, affirmatively state that Grace Schara’s medical

records speak for themselves. As to any and all specific allegations contained in ¶ 60, deny

knowledge sufficient to form a belief as to the truth or falsity of the allegations contained therein

and therefore deny and put the Plaintiff to his strict proof thereon.

61. In answer to ¶ 61 of the Complaint, affirmatively state that Grace Schara’s medical

records speak for themselves. As to any and all specific allegations contained in ¶ 61, deny

knowledge sufficient to form a belief as to the truth or falsity of the allegations contained therein

and therefore deny and put the Plaintiff to his strict proof thereon.

62. In answer to ¶ 62 of the Complaint, deny each and every allegation set forth therein.

63. In answer to ¶ 62 of the Complaint, affirmatively state that Grace Schara’s medical

records speak for themselves. As to any and all specific allegations contained in ¶ 63, deny

knowledge sufficient to form a belief as to the truth or falsity of the allegations contained therein

and therefore deny and put the Plaintiff to his strict proof thereon.

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64. In answer to ¶ 64 of the Complaint, deny knowledge sufficient to form a belief as

to the truth or falsity of the allegations contained therein and therefore deny and put the Plaintiff

to his strict proof thereon.

65. In answer to ¶ 65 of the Complaint, affirmatively state that Grace Schara’s medical

records speak for themselves. As to any and all specific allegations contained in ¶ 65, deny

knowledge sufficient to form a belief as to the truth or falsity of the allegations contained therein

and therefore deny and put the Plaintiff to his strict proof thereon.

66. In answer to ¶ 66 of the Complaint, deny that the hospital’s nursing staff ever

refused to assist Grace Schara or any other patient at any time. Affirmatively state that Grace

Schara’s medical records speak for themselves. As to any and all specific allegations contained in

¶ 66, deny knowledge sufficient to form a belief as to the truth or falsity of the allegations contained

therein and therefore deny and put the Plaintiff to his strict proof thereon.

67. In answer to ¶ 67 of the Complaint, deny each and every allegation contained

therein.

68. In answer to ¶ 68 of the Complaint, deny each and every allegation contained

therein.

69. In answer to ¶ 69 of the Complaint, deny each and every allegation contained

therein.

70. In answer to ¶ 70 of the Complaint, deny each and every allegation contained

therein.

71. In answer to ¶ 71 of the Complaint, deny knowledge sufficient to form a belief as

to the truth or falsity of the allegations contained therein and therefore deny and put the Plaintiff

to his strict proof thereon.

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72. In answer to ¶ 72 of the Complaint, deny each and every allegation contained

therein.

73. In answer to ¶ 73 of the Complaint, deny knowledge sufficient to form a belief as

to the truth or falsity of the allegations contained therein and therefore deny and put the Plaintiff

to his strict proof thereon.

74. In answer to ¶ 74 of the Complaint, admit that Grace Schara passed away. As to

any and all further allegations contained in ¶ 74 of the Complaint, deny each and every allegation.

75. In answer to ¶ 75 of the Complaint, deny knowledge sufficient to form a belief as

to the truth or falsity of the allegations contained therein and therefore deny and put the Plaintiff

to his strict proof thereon.

76. In answer to ¶ 76 of the Complaint, deny each and every allegation advanced in ¶

76 or any subsection of ¶ 76 to the extent that such allegations are asserted against any of these

answering Defendants. As to any and all further allegations contained in ¶ 76 or any of its subparts,

deny knowledge sufficient to form a belief as to the truth or falsity of the allegations contained

therein and therefore deny and put the Plaintiff to his strict proof thereon.

77. In answer to ¶ 77 of the Complaint, deny knowledge sufficient to form a belief as

to the truth or falsity of the allegations contained therein and therefore deny and put the Plaintiff

to his strict proof thereon.

CLAIM I: WRONGFUL DEATH


As to all Defendants

78. In answer to ¶ 78 of the Complaint, these answering Defendants reallege and

incorporate herein each and every answer to ¶¶ 1-77 of the Complaint, above, as if set forth fully

herein.

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79. In answer to ¶ 79 of the Complaint, admit that the Plaintiff purports to bring claims

under § 895.04 Wis. Stats. Deny that the allegations contained in ¶ 79 state a claim under 895.04

or otherwise as a matter of law. Deny that the Plaintiff has any viable claim against any defendant

in this lawsuit under § 895.04 Wis. Stats.

80. In answer to ¶ 80 of the Complaint, deny each and every allegation contained

therein.

81. In answer to ¶ 81 of the Complaint, deny each and every allegation contained

therein, and affirmatively allege that ¶ 81 fails to state a claim for relief as a matter of law.

82. In answer to ¶ 82 of the Complaint, deny each and every allegation contained in

¶ 82 of the Complaint and in any subpart of paragraph 82 of the Complaint, and affirmatively

allege that ¶ 82 fails to state a claim for relief as a matter of law.

CLAIM II – MEDICAL NEGLIGENCE


As to all Defendants

83. In answer to ¶ 83 of the Complaint, these answering Defendants reallege and

incorporate herein each and every answer set forth in ¶¶ 1-82, above, as if set forth fully herein.

84. In answer to ¶ 84 of the Complaint, deny that Ascension Health employed any

individual who rendered care to Grace Schara at any material time. Further deny that Ascension

Health played any role related to any of the allegations set forth in the Complaint, and therefore

deny that Ascension Health is a proper party to this lawsuit. Deny each and every specific

allegation contained in ¶ 84.

85. In answer to ¶ 85 of the Complaint, affirmatively state that ¶ 85 sets forth legal

conclusions to which no answer is necessary. To the extent that an answer is necessary in response

to ¶ 85 of the Complaint, deny that Ascension Health played any role related to any of the

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allegations set forth in the Complaint, and therefore deny that Ascension Health is a proper party

to this lawsuit. Deny each and every specific allegation contained in ¶ 85.

86. In answer to ¶ 86 of the Complaint, deny that Ascension Health played any role

related to any of the allegations set forth in the Complaint, and therefore deny that Ascension

Health is a proper party to this lawsuit. Deny each and every specific allegation contained therein.

87. In answer to ¶ 87 of the Complaint, affirmatively state that ¶ 87 sets forth a legal

conclusion to which no answer is necessary. To the extent that an answer is deemed necessary to

¶ 87, deny that Ascension Health employed any individual who rendered care to Grace Schara at

any relevant time, and further deny that Ascension Health played any role related to any of the

allegations set forth in the Complaint, and therefore deny that Ascension Health is a proper party

to this lawsuit. Affirmatively state that ¶ 87 sets forth an improper standard of care. Deny each

and every specific allegation contained in ¶ 87.

88. In answer to ¶ 88 of the Complaint, deny that Ascension Health employed any

individual who rendered care to Grace Schara at any relevant time, and further deny that Ascension

Health played any role related to any of the allegations set forth in the Complaint, and therefore

deny that Ascension Health is a proper party to this lawsuit. Deny each and every specific

allegation contained in ¶ 88.

89. In answer to ¶ 89 of the Complaint, deny that Ascension Health employed any

individual who rendered care to Grace Schara at any relevant time, and further deny that Ascension

Health played any role related to any of the allegations set forth in the Complaint, and therefore

deny that Ascension Health is a proper party to this lawsuit. Deny each and every specific

allegation contained in ¶ 89.

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90. In answer to ¶ 90 of the Complaint, deny that Ascension Health employed any

individual who rendered care to Grace Schara at any relevant time, and further deny that Ascension

Health played any role related to any of the allegations set forth in the Complaint, and therefore

deny that Ascension Health is a proper party to this lawsuit. Deny each and every specific

allegation made in ¶ 90.

91. In answer to ¶ 91 of the Complaint, deny that Ascension Health employed any

individual who rendered care to Grace Schara at any relevant time, and further deny that Ascension

Health played any role related to any of the allegations set forth in the Complaint, and therefore

deny that Ascension Health is a proper party to this lawsuit. Deny each and every specific

allegation made in ¶ 91.

CLAIM III – MEDICAL BATTERY


As to the Professional Defendants

92. In answer to ¶ 92 of the Complaint, these answering Defendants reallege and

incorporate herein each and every answer to ¶¶ 1-92 of the Complaint, set forth above, as if set

forth fully herein.

93. In answer to ¶ 93 of the Complaint, affirmatively state that ¶ 93 sets forth a legal

conclusion to which no answer is necessary. To the extent that an answer is deemed necessary to

¶ 93, deny that Wisconsin law recognizes the term “medical battery,” and therefore deny the

allegations of ¶ 93, as alleged, and affirmatively state that ¶ 93 sets forth an incomplete statement

of the law. As to any and all specific allegations contained in ¶ 93, deny each and every such

allegation.

94. In answer to ¶ 94 of the Complaint, affirmatively state that ¶ 94 sets forth a legal

conclusion to which no answer is necessary. Assert further that § 448.30, together with interpreting

caselaw, speaks for itself. To the extent that an answer is deemed necessary to ¶ 94, deny that any

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of these answering Defendants have or had at any relevant time any duty under § 448.30 Wis.

Stats. As to any other further allegations contained in ¶ 94 of the Complaint, deny knowledge

sufficient to form a belief as to the truth or falsity of the allegations contained therein and therefore

deny and put the Plaintiff to his strict proof thereon.

95. In answer to ¶ 95 of the Complaint, affirmatively state that ¶ 95 sets forth a legal

conclusion to which no answer is necessary. Assert further that § 448.30, together with interpreting

caselaw, speaks for itself. To the extent that an answer is deemed necessary to ¶ 94, deny that any

of these answering Defendants have or had at any relevant time any duty under § 448.30 Wis.

Stats. As to any other further allegations contained in ¶ 95 of the Complaint, deny knowledge

sufficient to form a belief as to the truth or falsity of the allegations contained therein and therefore

deny and put the Plaintiff to his strict proof thereon.

96. In answer to ¶ 96 of the Complaint, deny that any of these answering Defendants

have or had at any relevant time any duty to obtain informed consent from or on behalf of any

person. As to any and all further allegations contained in ¶ 96 of the Complaint, deny each and

every allegation contained therein.

97. In answer to ¶ 97 of the Complaint, deny that any of these Answering Defendants

have or had at any relevant time any duty to obtain informed consent. As to any further allegations

contained in ¶ 97 of the Complaint, deny knowledge sufficient to form a belief as to the truth or

falsity of the allegations contained therein and therefore deny and put the Plaintiff to his strict

proof thereon.

98. In answer to ¶ 98 of the Complaint, deny that any of these answering Defendants

have or had at any relevant time any duty to obtain informed consent. As to any and all further

allegations contained in ¶ 98, deny each and every allegation set forth therein.

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99. In answer to ¶ 99 of the Complaint, deny that any of these answering Defendants

have or had at any relevant time any duty to obtain informed consent at any time. As to any and

all further allegations contained in ¶ 98, deny each and every allegation set forth therein.

CLAIM IV – NEGLIGENT INFLICTION OF EMOTION DISTRESS


As to all Defendants

100. In answer to ¶ 100 of the Complaint, these answering Defendants reallege and

incorporate herein each and every answer to ¶¶ 1-99, above, as if set forth fully herein.

101. In answer to ¶ 101 of the Complaint, affirmatively assert that ¶ 101 sets forth a legal

conclusion to which no response is necessary. Affirmatively state that ¶ 101 asserts an incomplete

or incorrect statement of law. To the extent that a response is deemed necessary to ¶ 101, deny

knowledge sufficient to form a belief as to the truth or falsity of the allegations contained therein

and therefore deny and put the Plaintiff to his strict proof thereon.

102. In answer to ¶ 102 of the Complaint, deny each and every allegation contained

therein.

103. In answer to ¶ 103 of the Complaint, deny knowledge sufficient to form a belief as

to the truth or falsity of the allegations contained therein and therefore deny and put the Plaintiff

to his strict proof thereon.

104. In answer to ¶ 104 of the Complaint, deny that any of the “professional defendants”

was negligent at any time. As to any and all further allegations contained in ¶ 104, deny knowledge

sufficient to form a belief as to the truth or falsity of the allegations contained therein and therefore

deny and put the Plaintiff to his strict proof thereon.

105. In answer to ¶ 105 of the Complaint, deny that Plaintiff suffered injury as a result

of any alleged act or omission of any of these answering Defendants. As to any further allegation

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Case 2023CV000345 Document 33 Filed 05-15-2023 Page 20 of 25

contained in ¶ 105, deny knowledge sufficient to form a belief as to the truth or falsity of the

allegations contained therein and therefore deny and put the Plaintiff to his strict proof thereon.

106. In answer to ¶ 106 of the Complaint, deny that Plaintiff suffered any compensable

injury as a result of any alleged act or omission of any of these answering Defendants. As to any

further allegation contained in ¶ 106, deny knowledge sufficient to form a belief as to the truth or

falsity of the allegations contained therein and therefore deny and put the Plaintiff to his strict

proof thereon.

CLAIM V – DECLARATORY JUDGMENT

107. In answer to ¶ 107 of the Complaint, these answering Defendants reallege and

incorporate herein the answers to ¶¶ 1-106, above, as if set forth fully herein.

108. In answer to ¶ 108 of the Complaint, admit that the Plaintiff purports to seek a

declaratory judgment in this lawsuit. Deny that the Plaintiff is entitled to declaratory judgment

under § 806.04 Stats., or otherwise, under the circumstances and allegations of the Complaint.

109. In answer to ¶ 109 of the Complaint, deny each and every allegation contained

therein.

110. In answer to ¶ 110 of the Complaint, deny each and every allegation contained

therein.

111. In answer to ¶ 111 of the Complaint, deny that the Plaintiff is entitled to declaratory

judgment under the circumstances and allegations of the Complaint. As to any and all further

allegations contained in ¶ 111, deny each and very said allegation.

112. In answer to ¶ 112 of the Complaint, deny that the Plaintiff is entitled to declaratory

judgment under the circumstances and allegations of the Complaint. As to any and all further

allegations contained in ¶ 112, deny each and very said allegation.

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Case 2023CV000345 Document 33 Filed 05-15-2023 Page 21 of 25

113. In answer to ¶ 113 of the Complaint, deny that the Plaintiff is entitled to declaratory

judgment under the circumstances and allegations of the Complaint. As to any and all further

allegations contained in ¶ 113, deny each and very said allegation.

AFFIRMATIVE DEFENSES

Pursuant to the Wisconsin statutes which obligate Defendants to preserve affirmative

defenses, these answering Defendants allege, upon information and belief, as follows:

1. As and for a separate and affirmative defense, these answering Defendants allege,

that the liability of Defendants is limited pursuant to Wis. Stat. §§ 893, 895 and 655, and other

related statutes, and by caselaw interpreting said statutes.

2. As and for a separate and affirmative defense, these answering Defendants allege

that any damages for which these answering defendants may be held responsible are limited by

Wis. Stat. § 893.55, Chapter 655 of the Wis. Stats., and other related statutes, and by caselaw

interpreting said statutes.

3. As and for a separate and affirmative defense, these answering Defendants allege,

upon information and belief, that Plaintiff has failed to join all parties necessary to a complete

adjudication of this matter, including but not limited to the decedent, the decedent’s Estate, and all

parties making payment for medical expenses incurred herein.

4. Subrogated/involuntary Plaintiffs are governed by Wis. Stats. §803.03 and are

liable for costs as set forth in Wis. Stats. §814.04 if these answering Defendants prevail regardless

of whether the providers participate in trial.

5. As and for a separate and affirmative defense, these answering defendants allege

that the injuries and damages allegedly sustained by Plaintiff were caused by third-parties over

whom these answering Defendants had no duty to anticipate or right to control.

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6. Any and all injuries or damages sustained by Plaintiffs may be a direct and

proximate result of the negligence and/or decisions made by Plaintiffs.

7. As and for a separate and affirmative defense, these answering Defendants allege

that the injuries and damages, if any, sustained by the Plaintiff, were a result of one or more

superseding, intervening acts or omissions.

8. As and for a separate and affirmative defense, these answering Defendants allege

that the injuries and damages allegedly sustained by Plaintiff may have been caused by a naturally

progressing disease, a pre-existing condition, or a superseding or intervening cause, that is beyond

the control of, and unrelated to, the acts, omissions or conduct of these answering Defendants.

9. As and for a separate and affirmative defense, these answering Defendants allege,

upon information and belief, that Plaintiffs may have failed to mitigate their damages.

10. Plaintiff has failed to state a claim for relief for wrongful death arising out of the

death of Grace Schara, including but not limited to any claim for loss of society and companionship

under the Wisconsin wrongful death statute.

11. Plaintiff has failed to state a claim for recovery of punitive damages, as punitive

damages are not permitted under Wisconsin law in medical malpractice actions.

12. Plaintiff has failed to state a claim for informed consent/medical battery against

these answering Defendants, as nurses and hospitals have no duty to obtain a patient’s medical

informed consent under Wisconsin law.

13. The claims in this case are subject to the exceptions to informed consent set forth

in Wis. Stat. §448.30.

14. Plaintiff has failed to state a valid claim for negligent infliction of emotional distress

under Wisconsin law.

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Case 2023CV000345 Document 33 Filed 05-15-2023 Page 23 of 25

15. Plaintiff has failed to state a valid claim for declaratory judgment.

16. Named defendants Hollee McInnis, RN and Alison Barkholtz, RN have been

improperly named as party defendants in the Complaint in this lawsuit, which is based upon

allegations of medical malpractice, and both McInnis and Barkholtz should be dismissed from the

action, as neither can be held personally liable on claims arising out of allegations of medical

malpractice.

17. Plaintiff has failed to state a claim for relief against Ascension Health, as it is not a

proper party to this lawsuit; it does not provide health care services; it does not employ health care

providers nor did it employ anyone who rendered care to Grace Schara at any time material,

including but not limited to any of the Defendants in this action; and Ascension Health has

insufficient contacts with the state of Wisconsin to confer subject matter jurisdiction upon the

Court.

18. The summons is defective and therefore, the Court may lack personal jurisdiction

over these answering Defendants at this time.

19. This Court may lack jurisdiction over the allegations of the Complaint as asserted

against one or more of these answering Defendants on the basis that service of process was not

properly accomplished upon each of these answering Defendants as set forth and required under

the Wisconsin statutes.

20. One or more of the Plaintiffs’ claims may be barred by the applicable statute of

limitations.

21. Any liability of these answering Defendants is subject to, or may be barred entirely

or in part by, common law immunity or immunity imposed by statute or caselaw, including but

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Case 2023CV000345 Document 33 Filed 05-15-2023 Page 24 of 25

not limited to, The Public Readiness and Emergency Preparedness (PREP) Act, and/or similar

federal or state laws.

22. The Wisconsin Supreme Court has determined statutory non-economic damage

caps applicable to medical malpractice actions to be constitutional.

23. The plaintiffs cannot recover medical expenses that have been paid for by

individuals, parties or entities that are not a party to this suit.

24. To the extent that the Complaint asserts allegations of intentional conduct under

one or more of Plaintiffs’ causes of action, Plaintiff has not stated a claim upon which relief may

be granted on a claim of negligence.

25. These answering Defendants reallege and incorporate as if fully set forth herein all

affirmative defenses asserted or that subsequently may be asserted by any co-defendant in this

action, to the extent that such affirmative defenses are not raised herein, and are not inconsistent

with the answer and affirmative defenses of these answering Defendants.

26. These answering Defendants hereby assert each and every affirmative defense

permitted under the Wisconsin statutes to the extent applicable, and these answering Defendants

further reserve the right to add and assert any additional specific affirmative defenses to the extent

that such become known or applicable as discovery proceeds in this lawsuit.

27. These answering Defendants also join any motion to dismiss filed by any other

Defendant to this lawsuit, to the extent that such motion is not inconsistent with the answer and

affirmative defenses, above, filed by these answering Defendants.

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Case 2023CV000345 Document 33 Filed 05-15-2023 Page 25 of 25

Dated this 15th day of May, 2023.

OTJEN LAW FIRM, S.C.


Attorneys for Ascension Health, Hollee
McInnis, RN & Alison Barkholtz, RN

s/ Jason J. Franckowiak
Jason J. Franckowiak, SBN 1030873

PO ADDRESS:
20935 Swenson Drive, Suite 310
Waukesha, WI 53186
Phone: 262-777-2222
Fax: 262-777-2201
jfranckowiak@otjen.com

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