UNITED STATES DISTRICT COURT FOR 

THE DISTRICT OF ARIZONA

 __________________________________________

Case No. 2:17-cv-02520-DGC 

MDL No. 15-02641-PHX DGC

In Re: BARD IVC FILTERS PRODUCTS 

LIABILITY LITIGATION

__________________________________________ 

This Document Relates to: 

No. 2:17-cv-02520-DGC

BARBARA LAGERMAN

_______________________________________ 

MOTION TO SUBSTITUTE PARTY PLAINTIFF AND 

FOR LEAVE TO AMEND SHORT FORM COMPLAINT 

Counsel, pursuant to Rule 25 (a)(1) of the Federal Rules of Civil Procedure, moves this Court

for an Order substituting James Lagerman on behalf of his wife, Barbara Lagerman. 

1. Barbara Lagerman filed a products liability lawsuit against Defendants on July 28,

2017, in the District of Arizona - MDL No. 15-02641-PHX DGC. 

2. On November 20, 2017, Plaintiff filed and served a Suggestion of Death [Doc 3].

3. James Lagerman, surviving husband of Barbara Lagerman, is the proper party to

substitute for Plaintiff-decedent Barbara Lagerman and has proper capacity forward with the 

surviving products liability lawsuit on his behalf, pursuant to Fed. R. Civ. P. 25(a)(1). “If a party 

dies and the claim is not extinguished, the Court may order substitution of the proper party. A 

motion for substitution may be made by any party or by the decedent’s successor or 

representative.” 

James Lagerman further seeks leave to file the attached amended short form complaint to 

substitute herself as Plaintiff on behalf of Plaintiff-decedent Barbara Lagerman and to add 

wrongful death and survival action claims. James Lagerman did not pass away until after the 

Case 2:15-md-02641-DGC Document 8878 Filed 11/27/17 Page 1 of 10
2 

original filing of the Complaint, and therefore, the survival action claims could not be made until 

this time. (see Amended Short Form Complaint, attached hereto as Exhibit 1). 

Based on the foregoing, James Lagerman requests that this Court grant her request for 

substitution of Plaintiff in this action and for leave to file the Amended Short Form Complaint, 

and direct the Clerk to file the attached Amended Short Form Complaint. 

Date: November 27, 2017 Respectfully submitted, 

ROSENBAUM & ROSENBAUM, P.C.

By: /s/Craig D. Rosenbaum

Craig Rosenbaum (NY Bar No. 22761997) 

(admitted pro hac vice) 

100 Wall Street

New York, NY 10005

(212) 514-5007

(212) 514- 9178 (fax)

CR@Rosenbaumnylaw.com

Attorneys for Plaintiff 

Case 2:15-md-02641-DGC Document 8878 Filed 11/27/17 Page 2 of 10
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CERTIFICATE OF SERVICE 

I hereby certify that on November 28, 2017, a copy of the foregoing was served 

electronically and notice of the service of this document will be sent to all parties by operation 

of the Court’s electronic filing system to the CM/ECF participants registered to receive service 

in this matter. Parties may access the filing through the Court’s system. 

/s/ Craig D. Rosenbaum

Case 2:15-md-02641-DGC Document 8878 Filed 11/27/17 Page 3 of 10
Exhibit 1

Case 2:15-md-02641-DGC Document 8878 Filed 11/27/17 Page 4 of 10
IN THE UNITED STATES DISTRICT COURT 

FOR THE DISTRICT OF ARIZONA 

IN RE BARD IVC FILTERS 

PRODUCTS LIABILITY LITIGATION 

No. MD-15-02641-PHX-DGC 

AMENDED SHORT FORM 

COMPLAINT

Plaintiff(s) named below, for their Complaint against Defendants named below, 

incorporate the Master Complaint for Damages in MDL 2641 by reference (Doc.___). 

Plaintiff(s) further show the Court as follows: 

1. Plaintiff/Deceased Party:

James Lagerman, as Administrator of the Estate of Barbara Lagerman

2. Spousal Plaintiff/Deceased Party’s spouse or other party making loss of

consortium claim:

Not Applicable

3. Other Plaintiff and capacity (i.e., administrator, executor, guardian, conservator):

James Lagerman, as Administrator of the Estate of Barbara Lagerman

4. Plaintiff’s/Deceased Party’s state(s) [if more than one Plaintiff] of residence at

the time of implant:

____________Florida _ _ __________________________________________________

Case 2:15-md-02641-DGC Document 8878 Filed 11/27/17 Page 5 of 10
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5. Plaintiff’s/Deceased Party’s state(s) [if more than one Plaintiff] of residence at

the time of injury:

________________________________________________________________

6. Plaintiff’s current state(s) [if more than one Plaintiff] of residence:

________________________________________________________________

7. District Court and Division in which venue would be proper absent direct filing:

________________________________________________________________

8. Defendants (check Defendants against whom Complaint is made):

Ƒ C.R. Bard Inc.

Ƒ Bard Peripheral Vascular, Inc.

9. Basis of Jurisdiction:

Ƒ Diversity of Citizenship

Ƒ Other: ________________________________________________

a. Other allegations of jurisdiction and venue not expressed in Master

Complaint:

________________________________________________________________

________________________________________________________________

________________________________________________________________ 

10. Defendants’ Inferior Vena Cava Filter(s) about which Plaintiff(s) is making a

claim (Check applicable Inferior Vena Cava Filter(s)):

Ƒ Recovery® Vena Cava Filter

Ƒ G2® Vena Cava Filter

Florida

Florida

The United States District Court for the Middle District of Florida, Orlando Division

Case 2:15-md-02641-DGC Document 8878 Filed 11/27/17 Page 6 of 10
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€ G2® Express (G2®X) Vena Cava Filter

€ Eclipse® Vena Cava Filter

€ Meridian® Vena Cava Filter

€ Denali® Vena Cava Filter

€ Other: ____________________________________________________

11. Date of Implantation as to each product:

________________________________________________________________

________________________________________________________________

12. Counts in the Master Complaint brought by Plaintiff(s):

Ƒ Count I: Strict Products Liability – Manufacturing Defect 

Ƒ Count II: Strict Products Liability – Information Defect (Failure to 

Warn)

Ƒ Count III: Strict Products Liability – Design Defect 

Ƒ Count IV: Negligence - Design 

Ƒ Count V: Negligence - Manufacture 

Ƒ Count VI: Negligence – Failure to Recall/Retrofit 

Ƒ Count VII: Negligence – Failure to Warn

Ƒ Count VIII: Negligent Misrepresentation

Ƒ Count IX: Negligence Per Se

Ƒ Count X: Breach of Express Warranty 

Ƒ Count XI: Breach of Implied Warranty 

Ƒ Count XII: Fraudulent Misrepresentation

The Bard IVC Filter was implanted on August 16, 2013. 

Case 2:15-md-02641-DGC Document 8878 Filed 11/27/17 Page 7 of 10
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Ƒ Count XIII: Fraudulent Concealment

Ƒ Count XIV: Violations of Applicable ________________ (insert state)

Law Prohibiting Consumer Fraud and Unfair and Deceptive Trade

Practices

Ƒ Count XV: Loss of Consortium

Ƒ Count XVI: Wrongful Death

Ƒ Count XVII: Survival

Ƒ Punitive Damages

Ƒ Other(s): ___________________ (please state the facts supporting

this Count in the space immediately below)

__________________________________________________________

__________________________________________________________

__________________________________________________________

__________________________________________________________

__________________________________________________________

Florida

Case 2:15-md-02641-DGC Document 8878 Filed 11/27/17 Page 8 of 10
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RESPECTFULLY SUBMITTED this7th day of November 201. 

526(1%$80 & 526(1%$80,3&

By: V&UDLJ5RVHQEDXP

&UDLJ'5RVHQEDXP(VT

:DOO6W

1HZ<RUN1<

Attorney for Plaintiffs 

I hereby certify that on this day of 28thGD\RINovember I electronically 

transmitted the attached document to the Clerk’s Office using the CM/ECF System for 

filing and transmittal of a Notice of Electronic Filing. 

/s/ Craig Rosenbaum 

Case 2:15-md-02641-DGC Document 8878 Filed 11/27/17 Page 9 of 10
IN THE UNITED STATES DISTRICT 

COURT FOR THE DISTRICT OF ARIZONA

 __________________________________________

IN RE BARD IVC FILTERS PRODUCTS No. MD-15-02641-PHX-DGC 

LIABILITY LITIGATION

__________________________________________ 

This Document Relates to: 

2:17-cv-02520

BARBARA LAGERMAN

_______________________________________ 

ORDER 

IT IS ORDERED that the Motion to Substitute Party and File Amended Short Form 

Complaint is hereby GRANTED, and the Clerk of the Court is directed to file the Amended 

Short Form Complaint into the record in this matter. 

Signed this ____ day of ________________, 2017. 

_____________________________ 

Honorable Judge David G. Campbell

United States District Judge 

District of Arizona 

A copy of the foregoing was served to all registered counsel of record via the Court’s ECF System. Lead CoCounsel for Plaintiffs will serve any non-CM/ECF registered parties. 

Case 2:15-md-02641-DGC Document 8878 Filed 11/27/17 Page 10 of 10