Morrison v. Secretary of Health and Human Services
CourtUnited States Court of Federal Claims
Date FiledOctober 19, 2026
Docket22-0609V
JudgeChristian J. Moran
StatusPublished
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Full Opinion
In the United States Court of Federal Claims
OFFICE OF SPECIAL MASTERS
*************************
ROBIN MORRISON, * No. 22-609V
*
Petitioner, *
* Special Master Christian J. Moran
v. *
* Filed: September 14, 2026
SECRETARY OF HEALTH *
AND HUMAN SERVICES, *
*
Respondent. *
*************************
Sean Franks Greenwood, The Greenwood Law Firm, Houston, TX, for petitioner;
Madylan Louise Yarc, United States Dep’t of Justice, Washington, D.C., for respondent.
PUBLISHED DECISION DENYING ATTORNEYS’ FEES AND COSTS1
Petitioner, Robin Morrison, sought compensation through the Vaccine Program. 42
U.S.C. § 300aa-10 through 34. Through an amended petition, Ms. Morrison claimed that a
varicella vaccine caused her to suffer systemic lupus erythematosus. Ms. Morrison did not
receive compensation. However, as the Vaccine Act allows, Ms. Morrison requests an award of
attorneys’ fees and costs. The Secretary argues that Ms. Morrison does not qualify for a
discretionary award of attorneys’ fees and costs because she has not established a prerequisite,
namely, she failed to establish that her claims were supported by reasonable basis.
The Secretary’s opposition is well-founded. Ms. Morrison has not carried her burden to
show that reasonable basis supported her claim that she suffered from lupus. Ms. Morrison’s
claim is contradicted by reports from her treating rheumatologist, who stated that she did not
fulfill the diagnostic criteria for lupus. Thus, the evidence weighs against a finding that Ms.
1
Because this Decision contains a reasoned explanation for the action taken in this case,
it must be made publicly accessible and will be posted on the United States Court of Federal
Claims’ website, and/or at https://www.govinfo.gov/app/collection/uscourts/national/cofc, in
accordance with the E-Government Act of 2002. 44 U.S.C. § 3501 note (2018) (Federal
Management and Promotion of Electronic Government Services). This means the Decision will
be available to anyone with access to the internet. In accordance with Vaccine Rule 18(b), the
parties have 14 days to identify and move to redact medical or other information, the disclosure
of which would constitute an unwarranted invasion of privacy. Any changes will appear in the
document posted on the website.
Morrison’s claim was supported by reasonable basis. Without this showing, she cannot be
awarded attorneys’ fees and costs.
I. Events in Ms. Morrison’s Life2
A. Before Vaccination and Vaccination
Ms. Morrison was born in 1963. Exhibit 1 (Ms. Morrison’s affidavit) ¶ 1. Before the
allegedly causal vaccination, she was considered to be pre-diabetic. Exhibit 20 at 10, 105-16,
122-31, 157-71; Exhibit 6 at 6. In 2019, based upon complaints of chronic lethargy and diffuse
joint pains, a rheumatologist evaluated her for rheumatoid arthritis but did not make that
diagnosis. Exhibit 20 at 199-230, 248-64.
In 2019, Texas Children’s Hospital was interested in hiring Ms. Morrison. As part of this
process, a test revealed that she had not been immunized against chicken pox. So, her future
employer required her to receive the varicella vaccine. Exhibit 1 ¶ 2-3.3 Ms. Morrison received
the varicella vaccine on June 3, 2019. Exhibit 2 (Individual Immunization Compliance Report).
B. Initial Symptoms and Out-Patient Care
About two weeks after vaccination, Ms. Morrison sought care from Excel Urgent Care.
Exhibit 12 at 11 (June 18, 2019). She complained about left arm pain and swelling, which
started on June 12, 2019. The doctor noted a single pustule on petitioner’s left arm surrounded
by an area of erythema, that was “hard, hot and tender to [the] touch.” Id. The doctor diagnosed
Ms. Morrison with cellulitis and prescribed antibiotics.
Although the sequence is not entirely clear, it appears that Ms. Morrison informed her
employer that the varicella vaccine caused her to develop chicken pox. See Exhibit 19-2 at 116
(first report of injury, dated June 19, 2019, stating she was diagnosed with chicken pox on June
20, 2019). This claim for workers’ compensation benefits led Ms. Morrison to being directed to
see a designated doctor, Steve Schierman. Id. at 119-20 (also stating the employer and insurance
carrier were accepting the claim for varicella without complication).
Dr. Schierman saw Ms. Morrison on June 20, 2019. Ms. Morrison complained about a
rash that had spread over her body. Dr. Schierman, in turn, noted the presence of a rash with
pruritic vesicles. He diagnosed her as having varicella without complication. He also noted that
“varicella post vaccination is an unusual occurrence.” Exhibit 3 at 14.
C. First Sugar Land Hospitalization: June 24, 2019 to July 2, 2019
On June 24, 2019, Ms. Morrison sought care at the emergency department of Houston
Methodist Sugar Land Hospital (“Sugar Land Hospital”) complaining of fever, myalgias, itching,
2
A thorough summary of the medical records is found in the Secretary’s report, filed on March 27, 2024.
For a shorter account, see Pet’r’s Mot. for an Award of Attorneys’ Fees and Costs on an Interim Basis, filed Mar.
14, 2024, at ¶¶ 9-39.
3
Another term for “chicken pox” is “varicella.” See Dorland’s Illus. Med. Dict. 337 (33rd ed.). Chicken
pox (or varicella) is an infectious disease caused by human herpesvirus 3. Id.
2
rash, pruritus, and headaches. Exhibit 9 at 445. She was diagnosed with varicella with
complications and skin rash. Id. Ms. Morrison was admitted that same day. Id. at 439-40.
Part of her treatment was acyclovir.4 After improving, Ms. Morrison was discharged on
July 2, 2019. Exhibit 9 at 488.
About three weeks later, she returned to Dr. Schierman.5 She complained about
generalized weakness, which was improving. Dr. Schierman stated that her rash was resolving.
Exhibit 3 at 16.
D. Second Sugar Land Hospitalization: August 2, 2019 to August 3, 2019
Ms. Morrison returned to the Sugar Land Hospital’s emergency department on August 2,
2019. She was complaining about chest pain. Extensive testing did not show any significant
problems. She was discharged on August 3, 2019. Exhibit 9 at 245.
E. Outpatient Fall 2019 to Early 2020
Ms. Morrison saw Dr. Schierman twice in August 2019, complaining about fatigue and
swelling. In the earlier appointment, Dr. Schierman stated that an appointment with a specialist
in infectious diseases, Dr. Zuniga, was pending. In the latter appointment, Dr. Schierman stated
that Dr. Zuniga had referred Ms. Morrison to an immunologist. Exhibit 3 at 18 (Aug. 14, 2019)
and 19 (Aug. 28, 2019).6
Ms. Morrison consulted another doctor, David Amran at Sugar Land Allergy, Asthma &
Immunology Center, on September 30, 2019, for “immune issues.” Exhibit 4 at 6-7. He ordered
labs and diagnosed her with chicken pox with complications.
The results of the lab testing were discussed during an appointment on October 15, 2019
and showed “no abnormalities with her Varicella zoster antibodies.” Exhibit 4 at 14. Dr. Amran
wondered if chicken pox or allergies were causing her swelling and fatigue. He prescribed
Allegra, Zyrtec and Pepcid. Exhibit 4 at 14.
Ms. Morrison returned to Dr. Amran on October 29, 2019. She had increased fatigue,
rash, and a fever. Dr. Amran wondered whether the varicella had affected her allergies. He
ordered various tests, including a “lupus analyzer.” Id. at 17-18.
44
Acyclovir is effective against most known species of human herpesvirus. Dorland’s at 24.
5
Dr. Schierman’s records repeat information from one note to the next. Consequently, determining which
problems are new is difficult.
6
It is not readily apparent that Ms. Morrison produced a medical record from Dr. Zuniga as neither her
petition nor the Secretary’s report refer to this doctor. See also Exhibit 19-2 at 108 (report from a doctor who
evaluated Ms. Morrison for the purposes of assigning a disability rating for workers’ compensation stating that
medical records appeared missing); Exhibit 1 (affidavit) ¶ 11 (asserting that Dr. Zuniga recommended that Ms.
Morrison obtain a CT scan for swelling in her left arm).
3
The tests showed, among other things, a positive anti-nuclear antibody (“ANA”) and a
positive rheumatoid factor (“RF”). Exhibit 4 at 22.7 Dr. Amran referred Ms. Morrison to a
rheumatologist and a nephrologist. Id. (Nov. 12, 2019).
Ms. Morrison again saw Dr. Schierman on November 15, 2019. Dr. Schierman recorded
that Ms. Morrison told him that an “immunologist diagnosed [her] with SLE secondary to
immune trigger (Varicella ).” Exhibit 3 at 21. The basis for this statement is not readily apparent
as Dr. Amran appears not to have diagnosed Ms. Morrison with lupus. See Exhibit 4; see also
Resp’t’s Rep., at 9. Dr. Schierman planned to see Ms. Morrison in January after she saw a
rheumatologist. Exhibit 3 at 21.
As Dr. Amran recommended, Ms. Morrison saw a rheumatologist, J. Edward Hernandez,
on November 19, 2019. Exhibit 5 at 2. A reason for this visit was Ms. Morrison’s positive ANA.
Other laboratory tests were negative, including tests for anti-double stranded DNA, Smith
antibodies, and Sjogren’s antibodies.8 Dr. Hernandez included lupus as among potential
diagnoses along with rheumatoid arthritis and Sjogren’s syndrome. He wanted to monitor her for
a sub occult connective tissue disease. (In this context, “occult” means “concealed from
observation.” Dorland’s at 1293.)
Ms. Morrison went back to Dr. Amran because of ongoing fatigue, some swelling in the
left arm, and facial swelling. Exhibit 4 at 25. Dr. Amran noted that Ms. Morrison had some
proteinuria and her IgE was high which could “explain the facial swelling.” Id. at 26. Still, he
wished to wait for the complete workup from rheumatology and nephrology before deciding a
treatment course. Id. Dr. Amran discussed petitioner’s case with infectious disease “who was
involved with the vaccine development” and concluded that Ms. Morrison’s vaccination was
“coincidental and not likely as cause and effect.” Id.
In the next month, Ms. Morrison complained about more swelling to Dr. Amran.
Exhibit 4 at 29 (Jan. 16, 2020). Dr. Amran stated that Ms. Morrison’s symptoms were
“[u]nlikely to be due to previous Varicella vaccination.” Id. at 30. Dr. Amran ordered more
laboratory studies.
On January 21, 2020, Ms. Morrison returned to Dr. Hernandez for a follow-up. Exhibit 5
at 6. Her primary complaint was generalized fatigue. Id. She reported transient arthralgias but
did not complain of any swelling in any specific joint. Id. Results from laboratory tests showed
an elevated ANA at 1:80. However, other tests including dsDNA, SSA, SSB, and Smith, were
again negative. Id. In addition, on this set of tests, Ms. Morrison’s rheumatoid factor and CCP
tests were negative. Id. Ms. Morrison’s urinalysis was again unremarkable, with no hematuria
or proteinuria. Id. Dr. Hernandez stated that he could not diagnose Ms. Morrison with “a
7
Antinuclear antibodies are “almost invariably found in systemic lupus erythematosus and are frequently
found in rheumatoid arthritis, scleroderma . . . Sjögren syndrome, and mixed connective tissue disease.” Dorland’s
at 99. Rheumatoid factor antibodies are usually found in people with rheumatoid arthritis but are also found in
people with other connective tissue disorders. Id. at 669.
8
Antibodies against a specific type of double-stranded DNA are “found in the serum of patients with
systemic lupus erythematosus.” Dorland’s at 99.
4
clinically definable systemic connective tissue disorder.” Id. at 8. Instead, he planned to monitor
her. He wanted to see her again in “5-6 months.”
To refresh, at the end of October, Dr. Amran had referred Ms. Morrison to a nephrologist
because she had protein in her urine. The appointment with a nephrologist, Premal P. Joshi, took
place on January 30, 2020. In this visit, Ms. Morrison “[felt] fine…denie[d] any specific
complaints but occasionally notice[d] flank pain.” Id. Ms. Morrison’s physical exam was
normal. Id. Dr. Joshi concluded the “[e]tiology of [petitioner’s] proteinuria [was] unclear at
[the] present time.” Id. at 7.
F. Remainder of 2020
In March and April 2020, which was during the Coronavirus pandemic, Dr. Schierman
saw Ms. Morrison. The April appointments were by telemedicine. Ms. Morrison reported that
her fatigue was continuing. Dr. Schierman did not prescribe any medications. He recommended
that she continue to see her other doctors. Exhibit 3 at 23-25.
In May 2020, Ms. Morrison had appointments with Dr. Schierman and Dr. Amran.
Exhibit 3 at 26; Exhibit 4 at 72-80. She complained about shortness of breath for which she was
prescribed medication. Otherwise, these records appear not relevant to her claim that the
varicella vaccine caused her to suffer lupus.
On June 11, 2020, Ms. Morrison saw Dr. Amran. Ms. Morrison reported that her
shortness of breath (dyspnea) was helped with a medication, she had vague flank pain that her
nephrologist thought was not related to her kidney, and swelling in her left arm. Exhibit 4 at 86.
The medical record also states that she came to Dr. Amran for skin testing and “shape,” which
the Secretary defined as “Submaximal Heart And Pulmonary Evaluation.” See Resp’t’s Rep. at
12. After an examination, one of Dr. Amran’s recommendations was for Ms. Morrison to see a
rheumatologist because “without any specific autoimmune disease[,] [it’s] likely that her
symptoms of dyspnea and swelling may be related to IGE mediated pathway despite not being
helped with antihistamines, may be a good candidate for Xolair.”9 Exhibit 4 at 87. Dr. Amran
wanted her to return in one week or two weeks.
Eight days later, Ms. Morrison returned to Dr. Amran. The relevant part of her history of
present illness concerns a possible lupus diagnosis:
Pt saw [her] rheumatologist on Tuesday, patient reports that she
was diagnosed with lupus.
She reports that the rheumatologist prescribed her
Hydroxychloroquine.
She has pending CT of joints.
9
“Xolair” is a trademarked name for a medication that decreases allergic reactions by interacting with IgE.
It is used to treat asthma and is administered by injection. See Dorland’s at 2057 (defining “Xolair”) and at 1301
(defining omalizumab).
5
Exhibit 4 at 90 (June 19, 2020). Consistent with this report, the list of medications includes
“HYDROXYCLOROQUINE by mouth for – days.” Id.10
However, a problem with this history is that there is no evidence that Ms. Morrison saw a
rheumatologist between June 11 and June 19. Certainly, the records from the rheumatologist
whom she had been seeing, Dr. Hernandez, do not reflect a visit in this time. Moreover, the
Secretary pointed out the absence of confirmation of the report about a rheumatologist relatively
early in the case. Resp’t’s Rep., filed Mar. 27, 2024, at 13 n.10.11 Having been alerted to a gap
in the records, Ms. Morrison could have presented a report from a rheumatologist from early
June 2020. But, Ms. Morrison did not.
Dr. Amran prescribed various medications, including Xolair, which was pending
approval. Dr. Amran also directed Ms. Morrison to follow up with rheumatology as she had
recently started Plaquenil. Exhibit 4 at 91.12
The report of Plaquenil continues in the June 29, 2020 telemedicine appointment with Dr.
Schierman. Exhibit 3 at 29. Ms. Morrison told Dr. Schierman that she had not noticed any
improvement on this medication. Dr. Schierman memorialized that the rheumatologist had
ordered an “echocardiogram, ophthalmology exam baseline for HCQ therapy.” Id. But, again,
the rheumatologist’s order does not appear in this record.
According to a July 8, 2020 report to Dr. Amran, Ms. Morrison began taking Plaquenil
“for the past 8 days” (or about June 30, 2020). Her problems included not feeling well and
allergies. Dr. Amran planned to start Xolair soon. He also encouraged Ms. Morrison to follow
up with her rheumatologist because she was taking Plaquenil. Exhibit 4 at 94-97.
Medical records from Dr. Schierman from July through September 2020 provided little
new information. These medical records do not refer to Plaquenil. See Exhibit 3 at 30-35.
Across the same span of months, Ms. Morrison saw Dr. Amran for Xolair treatments to
help her breathing problems. These records memorialize that Ms. Morrison reported she was
taking hydroxychloroquine and that she should follow up with her rheumatologist. Exhibit 4 at
100-14.
An appointment at Fort Bend Rheumatology with Heather Woodin, PA-C, took place on
September 23, 2020. Near the beginning of this note, Ms. Woodin wrote: “As discussed at her
last visit 4 weeks ago, she was to have labs and x-rays to help guide our treatment decisions. She
did not receive x-ray orders we mailed to her and did not have labs either.” Exhibit 5 at 12. The
reference to a visit “4 weeks ago” suggests that Ms. Morrison had another rheumatology visit in
August 2020, but there is no record from that date. Similarly, Dr. Hernandez wrote: “She was
started on HCQ in 400 mg QD in June 2020. She reports she has seen significant improvement
10
“Hydroxychloroquine sulfate” is used to suppress lupus erythematosus. Dorland’s at 870.
This portion of the Secretary’s report contains an error in that the Secretary refers to medications that Dr.
11
Hernandez prescribed. However, the appointment on June 19, 2020 was with Dr. Amran.
12
“Plaquenil” is a trademarked name for hydroxychloroquine. Dorland’s at 1434.
6
in leg pain compared to prior virtual visits.” Id. at 13. But, there is no record of a visit from
June 2020.13
In terms of current complaints, Ms. Woodin memorialized that: “She generally feels
fatigued. Otherwise denies new systemic symptoms, specifically no new pulmonary concerns,
rashes, or other neurologic issues.” Exhibit 5 at 13. For a plan, Ms. Woodin re-ordered
laboratory studies. Ms. Woodin determined that “She persists with myalgia and polyarthralgia
without criteria met to diagnosis RA/SLE/MCTD.” Id.14 Ms. Woodin continued the
hydroxychloroquine.
In the following month, Ms. Morrison told Dr. Amran that she was “experiencing pain in
the tips of her right fingers which moved to her left hand.” Exhibit 4 at 116 (Oct. 15, 2020). She
advised Dr. Amran that she was seeing a rheumatologist for possible diagnosis of rheumatoid
arthritis. Id. This report appears inconsistent because Ms. Woodin, as just noted, stated that she
did not meet the criteria for rheumatoid arthritis.
In this appointment, Ms. Morrison requested a note from Dr. Amran excusing her from
her employer’s requirement that she receive a flu vaccination. Exhibit 4 at 116. Dr. Amran
wrote: “Pt [patient] is EXCUSED from getting the flu shot due to a PMHX [past medical history]
of severe side effects to previous vaccines. Excuse note was given to the pt for work.” Id. at 118.
Dr. Amran also suggested that the rheumatologist might increase the dose of
hydroxychloroquine.
Ms. Morrison returned to Fort Bend Rheumatology on December 30, 2020, for another
appointment with Ms. Woodin. The complaint was pain in her ankles and feet. Exhibit 5 at 17.
Ms. Woodin recorded that the labs from October 2020 “showed neg[ative] ANA and negative
autoimmune subsets.” Id. at 18. In the assessment, Ms. Woodin wrote: Ms. Morrison “continues
to endorse intermittent joint pain which she [feels is] improved on Plaquenil and will continue
this.” Id. at 20. Ms. Woodin added: “I have again reviewed that she does not currently have dx
[diagnostic] criteria for SLE/RA/MCTD.” Id.
Also, during this visit, Ms. Morrison informed Ms. Woodin that she “had varicella
vaccine in past few months and is concerned that she is developing ‘lupus from the vaccine.’”
Exhibit 5 at 18.15 In response to this concern, Ms. Woodin “asked her to follow up directly with
office where vaccine was administered.” Id. at 21.
13
Ms. Morrison did not note the September 23, 2020 rheumatology record’s references to recent events.
See Pet’r’s Mot. for Interim Fees, filed Mar. 14, 2024, ¶ 35.
14
Ms. Morrison’s interpretation of this note is that “Dr. Hernandez believed that Petitioner’s continued
joint pain could be indicative of RA/SLR/MCTD.” Pet., filed June 3, 2022, ¶ 28; accord Pet’r’s Mot. for Interim
Fees, filed Mar. 14, 2024, ¶ 35. The underlying September 23, 2020 record, however, was signed by Heather
Woodin, PA-C. Ms. Morrison’s interpretation also seems difficult to reconcile with Ms. Woodin’s statement that
Ms. Morrison was “without” the criteria for SLE.
15
Contrary to the report about a varicella vaccine in the last few months, Ms. Morrison actually received
the varicella vaccine in June 2019, about 18 months earlier.
7
G. Records Created after 2020
The parties’ detailed summaries of medical records essentially end at this point. See
Pet’r’s Mot. for Interim Fees at 7-8. The Secretary goes farther, asserting in two paragraphs that
Ms. Morrison continued to see different doctors who did not diagnose Ms. Morrison with lupus.
Resp’t’s Resp. at 14-15. In this context, the Secretary notes that on July 21, 2021, an
administrative law judge of the division of workers’ compensation in the Texas department of
insurance determined that her claim for benefits did not extend to include lupus. The
administrative law judge stated: “It was unclear from the medical records and Claimant’s
testimony which doctor diagnosed this condition.” Exhibit 19.2 at 7.16
After the decision by the administrative law judge, Ms. Morrison continued to see
doctors. Most importantly, Ms. Morrison continued to receive care at Fort Bend Rheumatology
through February 2023. Exhibit 17 at 47. At her February 2023 visit, Deanna Wallace, PA-C,
maintained that Ms. Morrison did not meet the diagnostic criteria for “systemic connective tissue
disorder.” Id. at 50.
Ms. Morrison switched rheumatologists in May 2024, when she saw Padma Chimata. In
Dr. Chimata’s medical record, the “past medical history” includes lupus. Ms. Morrison informed
Dr. Chimata that she had been treated by Dr. Hernandez “last seen at least 4 years ago.”
Exhibit 24 at 2. This history is inaccurate because Ms. Morrison continued to receive care at
Fort Bend Rheumatology through February 2023, about 15 months ago. After an examination
and reviewing records, Dr. Chimata assessed Ms. Morrison with five problems. None of these
problems were lupus. Id. at 4. Dr. Chimata ordered laboratory work up and a follow up in 3-4
weeks. Id. at 7. However, there are no additional materials within Exhibit 24.
II. Procedural History
A. Activities before Petition was Filed
Ms. Morrison first consulted the law firm that represented her in the Vaccine Program,
The Greenwood Law Firm, on June 5, 2020.17 A relatively early entry (September 2, 2020)
shows that a paralegal spoke to Ms. Morrison about issues in her workers’ compensation claim.
Over the next months, paralegals collected medical records. At the end of April 2022, JO
began reviewing medical records and drafting an affidavit. More than 50 hours have been
charged for these combined tasks.18 Starting at the end of May 2022, JO spent approximately
16
Ms. Morrison did not have the benefit of an attorney representing her in this proceeding, but she did have
assistance from an ombudsman.
17
Activities of Ms. Morrison’s attorneys and their staff through February 21, 2024, are described in the
invoice, which was filed as Exhibit 22.
18
In the future, the attorneys and paralegals should identify which medical records are being reviewed.
8
nine hours drafting the petition.19 Some pre-petition time was spent researching lupus. E.g.,
entries for May 26, 2022; June 2, 2022.
B. Petition
Ms. Morrison filed her petition on June 3, 2022. Ms. Morrison stated that, after receiving
a varicella vaccine on June 3, 2019, she experienced an allergic reaction and was diagnosed with
herpes zoster and, later, systemic lupus erythematosus (“SLE”). Pet. at 1. Ms. Morrison claimed
that the vaccine was the cause in fact of her allergic reaction, herpes zoster, and SLE, and that the
symptoms continued for more than six months. Pet. at 5-6.
With respect to the claim that she suffered from lupus, the petition asserts “Petitioner was
diagnosed with SLE.” Pet. ¶ 16. The lack of citation to a medical record is noticeably absent as
virtually every other paragraph ends with a cite to evidence supporting the assertion. Although
the petition (¶ 30) characterizes the December 30, 2020 encounter as a visit with Dr. Hernandez,
the petition does not state that the contemporaneous record reflects that Ms. Morrison “does not
currently have dx [diagnostic] criteria for SLE/RA/MCTD.” Exhibit 5 at 20.
C. Other Activities during Entitlement Phase
Ms. Morrison filed her medical records over the next 18 months. The case was then
reassigned to the undersigned special master on February 7, 2024.
Ms. Morrison requested attorneys’ fees and costs on an interim basis. Pet’r’s Interim
Fees Mot., filed Mar. 14, 2024. The Secretary opposed an award. The Secretary was “not yet
satisfied that the statutory requirements for an award of interim attorneys’ fees and costs” had
been met, specifically questioning whether Ms. Morrison had a reasonable basis for her claim.
Interim Fees Resp., filed Mar. 27, 2024, at 5. The Secretary argued that Ms. Morrison had not
preponderantly proven that she had SLE or any other autoimmune disease and that she did not
meet the six-month severity requirement for varicella. Id. at 5-11.
The Secretary repeated these points in his Rule 4(c) Report, also filed March 27, 2024.
The Secretary again argued that Ms. Morrison had not preponderantly proven that she suffers
from SLE, noting that although she received various diagnoses and treatments in the months and
years following her vaccination, her treating immunologist never diagnosed her with SLE or any
other autoimmune condition. Resp’t’s Rep. at 16-20. The Secretary also contended that Ms.
Morrison’s Varicella “more likely than not resolved by July of 2019,” and therefore she would
not satisfy the six-month severity requirement. Id. at 20-21.
Ms. Morrison argued that she had reasonable basis for her claim, highlighting
discrepancies in medical records and her treaters’ concerns for SLE. Interim Fees Reply, filed
Apr. 3, 2024, at 4-8. Ms. Morrison noted that she had not yet had an opportunity to consult with
an expert to opine on vaccine causation, SLE, and her changes in health. She asked that she be
awarded interim fees and afforded the opportunity to retain an expert. Id. at 9-10.
19
Given that the petition is approximately six double-spaced pages and largely tracks information presented
in Ms. Morrison’s affidavit, it is not readily apparent why so much time was spent drafting the petition.
9
A status conference was held on April 16, 2024. Ms. Morrison stated that she would not
be pursuing a claim for varicella, but maintained that she had reasonable basis for her lupus
claim, as her symptoms matched the symptoms of SLE and arose within a couple weeks of her
vaccination. Further, Ms. Morrison stated that although her treating doctors had not formally
diagnosed her with SLE, they expressed concern for SLE and prescribed hydroxychloroquine,
which is used to treat SLE. Ms. Morrison also argued that the Workers’ Compensation physicians
who ruled out SLE and vaccine causation were not qualified to opine on the matter. Finally, Ms.
Morrison noted that she had an appointment with a rheumatologist at the end of the month, and
that she would determine whether she would continue pursuing her lupus claim after this
appointment. See Order, issued April 16, 2024.
On the same day as the status conference (presumably after the status conference), Mr.
Greenwood spent 0.4 hours conferring with a “lupus specialist,” who was not identified by name,
and 0.4 hours corresponding with an unnamed expert “re: varicella/lupus connection.”20 One of
these people was David Axelrod, who has sometimes assisted petitioners claiming compensation
through the Vaccine Program. See Supp’l Mot., Appendix C at 10 (copy of check to Dr.
Axelrod).
Ms. Morrison amended her petition on May 31, 2024, pursuing only a claim that the
varicella vaccine caused her to suffer SLE. On June 24, 2024, Mr. Greenwood’s office received
records from Dr. Chimata’s office, reflecting a visit on May 7, 2024. See Exhibit 24. As noted
in the summary of medical records, Dr. Chimata did not assess Ms. Morrison as suffering from
lupus.
After reviewing Ms. Morrison’s records, her expert witness requested additional
information from Ms. Morrison’s rheumatologist, Dr. Chimata. Pet’r’s Status Rep., filed July 22,
2024; see also time entries for July 11, 2024 (indicating that “JJK” drafted questions for Dr.
Chimata). Ms. Morrison submitted questions to Dr. Chimata.
After Mr. Greenwood’s office did not receive a response from Dr. Chimata, Ms. Morrison
requested authority to depose her. Pet’r’s Mot., filed Oct. 21, 2024. This motion was granted.
Order, issued Oct. 21, 2024. After Dr. Chimata was served with the deposition notice, Dr.
Chimata’s attorney communicated with Mr. Greenwood. Time entry for Nov. 1, 2024.
In response to the deposition notice from the Greenwood Law Firm, Dr. Chimata
prepared a medical summary, dated November 8, 2024. Dr. Chimata concluded that “for now we
have insufficient clinical criteria for Systemic Lupus.” Exhibit 26, filed Dec. 11, 2024.
Dr. Chimata’s opinion that Ms. Morrison did not suffer from lupus was mentioned in Mr.
Greenwood’s motion to withdraw, filed Dec. 5, 2024 at 2. Eventually, a status conference was
held during which Ms. Morrison, Attorney Greenwood, and an attorney representing the
Secretary attended. Ms. Morrison expressed that she was unable to find alternate counsel and
that she did not want to continue her case pro se. She understood that her case would be
dismissed. See Order, issued Mar. 12, 2025.
20
Appendix B to the supplemental motion for attorneys’ fees, filed Mar. 11, 2025, presents information
about activities of the attorneys starting February 22, 2024.
10
Mr. Greenwood supplemented the pending motion for an award of attorneys’ fees and
costs. Pet’r’s Supp’l Mot., filed Mar. 11, 2025. This supplemental motion includes an invoice
listing activities performed starting February 22, 2024.
The entitlement phase ended when a decision found that she was not entitled to
compensation. Decision Denying Entitlement, issued Mar. 14, 2025, 2025 WL 1069272.
D. Attorneys’ Fees Phase
Activities concerning Ms. Morrison’s requests for attorneys’ fees and costs happened at
several times. First, in March and April 2024, Ms. Morrison sought an award of attorneys’ fees
and costs on an interim basis. The Secretary opposed this award, arguing that Ms. Morrison had
not established that reasonable basis supported her claims.
In March 2025, Mr. Greenwood added to the amount requested by submitting an
additional timesheet from his law firm as well as a few items of additional costs. Pet’r’s Supp’l
Mot., filed Mar. 11, 2025. The argument as to why Ms. Morrison’s case possessed reasonable
basis was contained in approximately two paragraphs. Id. at 14-15. Essentially, Ms. Morrison
argued that the case had reasonable basis because Mr. Greenwood investigated it.
These arguments were insufficient and Ms. Morrison was directed to advance more
detailed arguments. Order, issued Mar. 12, 2025. The parties complied with this order. Ms.
Morrison argued that her case was supported by reasonable basis via a primary brief, filed Mar.
27, 2025, and a reply brief, filed May 1, 2025. In between, the Secretary maintained his
opposition. Resp’t’s Resp., filed Apr. 28, 2025.
The request for attorneys’ fees is ready for adjudication.
III. Standards for Adjudication
The Vaccine Act provides for an award of reasonable attorneys’ fees and costs to a
petitioner who receives compensation. 42 U.S.C. § 300aa–15(e)(1). When, as here, a petitioner
does not receive compensation, a special master may nevertheless award reasonable attorneys’
fees and costs if “the petition was brought in good faith and there was a reasonable basis for the
claim for which the petition was brought.” Id. The petitioner bears the burden of establishing
reasonable basis. McKellar v. Sec’y of Health & Hum. Servs., 101 Fed. Cl. 297, 305 (2011).
Good faith and reasonable basis are distinct requirements. Simmons v. Sec’y of Health &
Hum. Servs., 875 F.3d 632, 635-36 (Fed. Cir. 2017). Good faith is a subjective inquiry, while
reasonable basis is an objective one. Id. at 636. Thus, the reasonable-basis inquiry focuses on
objective evidence supporting the claim rather than counsel’s conduct in investigating or
pursuing it. Id.; Cottingham v. Sec’y of Health & Hum. Servs., 971 F.3d 1337, 1344-45 (Fed.
Cir. 2020). Here, the Secretary does not challenge Ms. Morrison’s good faith. Accordingly, the
disputed prerequisite is reasonable basis.
The quantum of evidence necessary to establish reasonable basis is lower than the
preponderance of the evidence required to establish entitlement. The Federal Circuit has
explained that “more than a mere scintilla but less than a preponderance of proof could provide
11
sufficient grounds for a special master to find reasonable basis.” Cottingham, 971 F.3d at 1346.
Medical records, affidavits, and sworn testimony may constitute objective evidence supporting
reasonable basis. James-Cornelius v. Sec’y of Health & Hum. Servs., 984 F.3d 1374, 1379-81
(Fed. Cir. 2021). Further, “the absence of an express medical opinion on causation is not
necessarily dispositive,” particularly during the early stages of a case. Id. at 1379. Nevertheless,
because causation is a necessary element of a Vaccine Act claim, a petitioner must point to
objective evidence supporting a causal relationship between the vaccination and the alleged
injury. Cottingham, 971 F.3d at 1346. And the existence of more than a mere scintilla of
evidence does not compel a finding of reasonable basis. Cottingham v. Sec’y of Health & Hum.
Servs., 159 Fed. Cl. 328, 336 (2022), aff’d without op., 2023 WL 7545047 (Fed. Cir. 2023).
In evaluating reasonable basis, a special master may consider the same statutory elements
that a petitioner ultimately must establish to receive compensation. Cottingham, 971 F.3d at
1345-46. For an off-Table claim, causation is ordinarily analyzed under the three-prong
framework established in Althen v. Secretary of Health & Human Services, 418 F.3d 1274 (Fed.
Cir. 2005): “(1) a medical theory causally connecting the vaccination and the injury; (2) a logical
sequence of cause and effect showing that the vaccination was the reason for the injury; and (3) a
showing of a proximate temporal relationship between vaccination and injury.” Id. at 1278. A
special master may use these Althen prongs to organize the reasonable-basis analysis. Sheller v.
Sec’y of Health & Hum. Servs., 121 F.4th 1301, 1305-07 (Fed. Cir. 2024). However, Sheller
cautions against applying the Althen factors rigidly at the reasonable-basis stage because
requiring a particular quantum of evidence for every prong could impose a burden greater than
the reasonable-basis standard requires. Id. at 1307.
With these principles in mind, the question is not whether Ms. Morrison ultimately could
have established entitlement to compensation. Rather, the question is whether the objective
evidence provided a reasonable basis for the claim she pursued—that the varicella vaccination
caused her to develop SLE. As explained below, the evidence did not provide reasonable basis
for that claim.
IV. Analysis
The Vaccine Act links reasonable basis to what a petitioner is claiming. A “special master
. . . may award . . . reasonable attorneys’ fees . . . if the special master . . . determines that the
petition was brought in good faith and there was a reasonable basis for the claim for which the
petition was brought.” 42 U.S.C. § 300aa—15(e).
Here, arguably, there is some lack of precision. In the June 3, 2022 petition, Ms.
Morrison asserted that the varicella vaccine caused her to develop lupus and chicken pox.21
Later, the May 31, 2024 amended petition asserted that the varicella vaccine caused Ms.
Morrison only to develop lupus.
Whether the reasonable basis analysis should go back to claims asserted in an original
petition, but not pursued in an amended petition, is not required to be addressed here. Ms.
21
Technically, the petition actually alleged “herpes zoster.” This terminology is interpreted as intending to
mean “varicella zoster.”
12
Morrison’s arguments regarding reasonable basis concern her claim for lupus, not chicken pox.
See Pet’r’s Br., filed Mar. 27, 2025. Because Ms. Morrison ultimately abandoned her separate
varicella claim and pursued only the claim that the vaccination caused SLE, it is unnecessary to
resolve the parties’ dispute concerning whether the earlier varicella illness independently
satisfied the Vaccine Act’s six-month severity requirement. Thus, arguments regarding lupus will
be the only arguments considered.
In support of her contention that reasonable basis supports her claim regarding lupus, Ms.
Morrison presents two arguments, which overlap to a degree. The first argument is based upon
the evidence. The second argument is based upon her attorneys’ conduct. This second argument
about how her attorneys represented her connects with the first argument in the sense that
(unsurprisingly) Ms. Morrison’s attorneys see the evidence as supporting her claim.
A. Point One: Evaluation of the Evidence
Two topics affect an analysis of whether reasonable basis supports the amended petition’s
assertion that the vaccination caused Ms. Morrison to suffer from lupus. These are whether Ms.
Morrison suffered from lupus and