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[J-2A-2025, J-2B-2025, J-2C-2025, J-2D-2025, J-2E-2025, J-2F-2025, J-2G-2025, J- 2H-2025, J-2I-2025, J-2J-2025, J-2K-2025, J-2L-2025, J-2M-2025, J-2N-2025 and J- 2O-2025] IN THE SUPREME COURT OF PENNSYLVANIA EASTERN DISTRICT TODD, C.J., DONOHUE, DOUGHERTY, WECHT, MUNDY, BROBSON, McCAFFERY, JJ. MICHAEL TRANTER, AS THE : No. 18 EAP 2024 ADMINISTRATOR OF THE ESTATE OF : J.V., A MINOR, AND ADMINISTRATOR AD : Appeal from the Superior Court PROSEQUENDUM OF THE ESTATE AND : Order dated October 11, 2023 at LUCERO VAZQUEZ, INDIVIDUALLY, : Nos. 1746, 2343, 2421, 2426, and VEYSEL ERDAL GULERTEKIN, AS THE : 2427 EDA 2022 Vacating the ADMINISTRATOR OF THE ESTATE OF : Philadelphia County Court of EILEEN ZELIS ARIA, HOLLY KEHLER, ON : Common Pleas Order dated June 3, BEHALF OF THE BENEFICIARIES OF THE : 2022 at Nos. 211001768, ESTATE OF DENNIS L. KEHLER, : 211201805, 211200570, and ANTHONY ELLIS, QUWANJAY ELLIS, : 211201583. CHENG YING LIAN, INDIVIDUALLY, AND : AS PARENT AND NATURAL GUARDIAN : ARGUED: March 4, 2025 OF I.O., A MINOR, JULIA KHAN, JORGE : MORETA, MELANIE MORETA, EDILMA : DEL ROCIO ESTUPINAN CABRERA, : DENNIS ANANE, HOULEYE CAMARA, AS : PARENT AND NATURAL GUARDIAN OF : M.F., A MINOR, AMINATA FOFANA, : FATOUMATA TRAORE, AS PARENT AND : NATURAL GUARDIAN OF A.D., A MINOR : FATOUMATA TRAORE, AS PARENT AND : NATURAL GUARDIAN OF A.A.D., A : MINOR AND FATOUMATA TRAORE, AS : PARENT AND NATURAL GUARDIAN OF : C.D., A MINOR : : : v. : : : Z&D TOUR, INC., OHIO COACH, INC. : D/B/A OHIOCOACH.COM, FEDERAL : EXPRESS CORPORATION, AND SIOUX : TRUCKING, INC. : : : APPEAL OF: FEDERAL EXPRESS : CORPORATION, SIOUX TRUCKING, INC., : AND BRANDON STOWERS : TAYLOR TEETS : No. 19 EAP 2024 : : Appeal from the Superior Court v. : Order dated October 11, 2023 at : Nos. 1746, 2343, 2421, 2426, and : 2427 EDA 2022 Vacating the UNITED PARCEL SERVICE, INC. C/O : Philadelphia County Court of CORPORATION SERVICE COMPANY, : Common Pleas Order dated June 3, UNITED PARCEL SERVICE, INC., : 2022 at Nos. 211001768, PENSKE TRUCK LEASING COMPANY, : 211201805, 211200570, and L.P., PENSKE TRUCK LEASING : 211201583. CORPORATION, PENSKE AUTOMOTIVE : GROUP, PENSKE CORPORATION, Z&D : ARGUED: March 4, 2025 TOURS, INC., JAGUAR TICKET, INC. : D/B/A OHIOCOACH.COM, FEDERAL : EXPRESS CORPORATION, FEDEX : CORPORATION, RYDER TRUCK RENTAL, : INC., RYDER SYSTEM, INC., SIOUX : TRUCKING, INC., BRANDON STOWERS : : : APPEAL OF: FEDERAL EXPRESS : CORPORATION, SIOUX TRUCKING, INC., : AND BRANDON STOWERS : LUCERO VAZQUEZ, AMAD HUSSAIN, : No. 20 EAP 2024 JULIA KHAN, AS PARENT AND NATURAL : GUARDIAN OF A.A., A MINOR, TAURELL : Appeal from the Superior Court FAVORS, AND ALEXIS HUMBLE : Order dated October 11, 2023 at : Nos. 1746, 2343, 2421, 2426, and : 2427 EDA 2022 Vacating the v. : Philadelphia County Court of : Common Pleas Order dated June 3, : 2022 at Nos. 211001768, Z&D TOUR, INC., OHIO COACH, INC. : 211201805, 211200570, and D/B/A OHIOCOACH.COM, FEDERAL : 211201583. EXPRESS CORPORATION, AND SIOUX : TRUCKING, INC. : ARGUED: March 4, 2025 : : : [J-2A-2025, J-2B-2025, J-2C-2025, J-2D-2025, J-2E-2025, J-2F-2025, J-2G-2025, J- 2H-2025, J-2I-2025, J-2J-2025, J-2K-2025, J-2L-2025, J-2M-2025, J-2N-2025 and J- 2O-2025] - 2 APPEAL OF: FEDERAL EXPRESS : CORPORATION, SIOUX TRUCKING, INC., : AND BRANDON STOWERS XUE-ZHEN CHEN, WEI-HUI HUANG, GUI- : No. 21 EAP 2024 YING REN, ZHEN FENG, ZI WEI LI, SUKIE : ZHENG AND SHENYUE CAO : Appeal from the Superior Court : Order dated October 11, 2023 at : Nos. 1746, 2343, 2421, 2426, and v. : 2427 EDA 2022 Vacating the : Philadelphia County Court of : Common Pleas Order dated June 3, FEDERAL EXPRESS CORPORATION, : 2022 at Nos. 211001768, FEDEX CORPORATION, RYDER TRUCK : 211201805, 211200570, and RENTAL, INC., RYDER SYSTEM, INC., : 211201583. SIOUX TRUCKING, INC., BRANDON : STOWERS, UNITED PARCEL SERVICE, : ARGUED: March 4, 2025 INC., UNITED PARCEL SERVICE, INC., : PENSKE TRUCK LEASING COMPANY, : L.P., PENSKE TRUCK LEASING : CORPORATION, PENSKE AUTOMOTIVE : GROUP, PENSKE CORPORATION, Z&D : TOUR, INC., JAGUAR TICKET, INC. : : : APPEAL OF: FEDERAL EXPRESS : CORPORATION, SIOUX TRUCKING, INC., : AND BRANDON STOWERS : XUE-ZHEN CHEN, WEI-HUI HUANG, GUI- : No. 22 EAP 2024 YING REN, ZHEN FENG, ZI WEI LI, SUKIE : ZHENG AND SHENYUE CAO : Appeal from the Superior Court : Order dated October 11, 2023 at : Nos. 1746, 2343, 2421, 2426, and v. : 2427 EDA 2022 Vacating the : Philadelphia County Court of : Common Pleas Order dated June 3, FEDERAL EXPRESS CORPORATION, : 2022 at Nos. 211001768, FEDEX CORPORATION, RYDER TRUCK : 211201805, 211200570, and RENTAL, INC., RYDER SYSTEM, INC., : 211201583. SIOUX TRUCKING, INC., BRANDON : STOWERS, UNITED PARCEL SERVICE, : ARGUED: March 4, 2025 INC., UNITED PARCEL SERVICE, INC., : PENSKE TRUCK LEASING COMPANY, : L.P., PENSKE TRUCK LEASING : [J-2A-2025, J-2B-2025, J-2C-2025, J-2D-2025, J-2E-2025, J-2F-2025, J-2G-2025, J- 2H-2025, J-2I-2025, J-2J-2025, J-2K-2025, J-2L-2025, J-2M-2025, J-2N-2025 and J- 2O-2025] - 3 CORPORATION, PENSKE AUTOMOTIVE : GROUP, PENSKE CORPORATION, Z&D : TOUR, INC., JAGUAR TICKET, INC. : : : APPEAL OF: FEDERAL EXPRESS : CORPORATION, SIOUX TRUCKING, INC., : AND BRANDON STOWERS : XUE-ZHEN CHEN, WEI-HUI HUANG, GUI- : No. 23 EAP 2024 YING REN, ZHEN FENG, ZI WEI LI, SUKIE : ZHENG AND SHENYUE CAO : Appeal from the Superior Court : Order dated October 11, 2023 at : Nos. 1746, 2343, 2421, 2426, and v. : 2427 EDA 2022 Vacating the : Philadelphia County Court of : Common Pleas Order dated June 3, FEDERAL EXPRESS CORPORATION, : 2022 at Nos. 211001768, FEDEX CORPORATION, RYDER TRUCK : 211201805, 211200570, and RENTAL, INC., RYDER SYSTEM, INC., : 211201583. SIOUX TRUCKING, INC., BRANDON : STOWERS, UNITED PARCEL SERVICE, : ARGUED: March 4, 2025 INC., UNITED PARCEL SERVICE, INC., : PENSKE TRUCK LEASING COMPANY, : L.P., PENSKE TRUCK LEASING : CORPORATION, PENSKE AUTOMOTIVE : GROUP, PENSKE CORPORATION, Z&D : TOUR, INC., JAGUAR TICKET, INC. : : : APPEAL OF: PENSKE TRUCK LEASING : COMPANY, L.P., PENSKE TRUCK : LEASING CORPORATION, PENSKE : AUTOMOTIVE GROUP, AND PENSKE : CORPORATION : MICHAEL TRANTER, AS THE : No. 24 EAP 2024 ADMINISTRATOR OF THE ESTATE OF : J.V., A MINOR, AND ADMINISTRATOR AD : Appeal from the Superior Court PROSEQUENDUM OF THE ESTATE AND : Order dated October 11, 2023 at LUCERO VAZQUEZ, INDIVIDUALLY, : Nos. 1746, 2343, 2421, 2426, and VEYSEL ERDAL GULERTEKIN, AS THE : 2427 EDA 2022 Vacating the ADMINISTRATOR OF THE ESTATE OF : Philadelphia County Court of EILEEN ZELIS ARIA, HOLLY KEHLER, ON : Common Pleas Order dated June 3, BEHALF OF THE BENEFICIARIES OF THE : 2022 at Nos. 211001768, [J-2A-2025, J-2B-2025, J-2C-2025, J-2D-2025, J-2E-2025, J-2F-2025, J-2G-2025, J- 2H-2025, J-2I-2025, J-2J-2025, J-2K-2025, J-2L-2025, J-2M-2025, J-2N-2025 and J- 2O-2025] - 4 ESTATE OF DENNIS L. KEHLER, : 211201805, 211200570, and ANTHONY ELLIS, QUWANJAY ELLIS, : 211201583. CHENG YING LIAN, INDIVIDUALLY, AND : AS PARENT AND NATURAL GUARDIAN : ARGUED: March 4, 2025 OF I.O., A MINOR, JULIA KHAN, JORGE : MORETA, MELANIE MORETA, EDILMA : DEL ROCIO ESTUPINAN CABRERA, : DENNIS ANANE, HOULEYE CAMARA, AS : PARENT AND NATURAL GUARDIAN OF : M.F., A MINOR, AMINATA FOFANA, : FATOUMATA TRAORE, AS PARENT AND : NATURAL GUARDIAN OF A.D., A MINOR : FATOUMATA TRAORE, AS PARENT AND : NATURAL GUARDIAN OF A.A.D., A : MINOR AND FATOUMATA TRAORE, AS : PARENT AND NATURAL GUARDIAN OF : C.D., A MINOR : : : v. : : : Z&D TOUR, INC., OHIO COACH, INC. : D/B/A OHIOCOACH.COM, FEDERAL : EXPRESS CORPORATION, AND SIOUX : TRUCKING, INC. : : : APPEAL OF: PENSKE TRUCK LEASING : COMPANY, L.P., PENSKE TRUCK : LEASING CORPORATION, PENSKE : AUTOMOTIVE GROUP, AND PENSKE : CORPORATION : TAYLOR TEETS : No. 25 EAP 2024 : : Appeal from the Superior Court v. : Order dated October 11, 2023 at : Nos. 1746, 2343, 2421, 2426, and : 2427 EDA 2022 Vacating the UNITED PARCEL SERVICE, INC. C/O : Philadelphia County Court of CORPORATION SERVICE COMPANY, : Common Pleas Order dated June 3, UNITED PARCEL SERVICE, INC., : 2022 at Nos. 211001768, PENSKE TRUCK LEASING COMPANY, : 211201805, 211200570, and L.P., PENSKE TRUCK LEASING : 211201583. [J-2A-2025, J-2B-2025, J-2C-2025, J-2D-2025, J-2E-2025, J-2F-2025, J-2G-2025, J- 2H-2025, J-2I-2025, J-2J-2025, J-2K-2025, J-2L-2025, J-2M-2025, J-2N-2025 and J- 2O-2025] - 5 CORPORATION, PENSKE AUTOMOTIVE : GROUP, PENSKE CORPORATION, Z&D : ARGUED: March 4, 2025 TOURS, INC., JAGUAR TICKET, INC. : D/B/A OHIOCOACH.COM, FEDERAL : EXPRESS CORPORATION, FEDEX : CORPORATION, RYDER TRUCK RENTAL, : INC., RYDER SYSTEM, INC., SIOUX : TRUCKING, INC., BRANDON STOWERS : : : APPEAL OF: PENSKE TRUCK LEASING : COMPANY, L.P., PENSKE TRUCK : LEASING CORPORATION, PENSKE : AUTOMOTIVE GROUP, AND PENSKE : CORPORATION : LUCERO VAZQUEZ, AMAD HUSSAIN, : No. 26 EAP 2024 JULIA KHAN, AS PARENT AND NATURAL : GUARDIAN OF A.A., A MINOR, TAURELL : Appeal from the Superior Court FAVORS, AND ALEXIS HUMBLE : Order dated October 11, 2023 at : Nos. 1746, 2343, 2421, 2426, and : 2427 EDA 2022 Vacating the v. : Philadelphia County Court of : Common Pleas Order dated June 3, : 2022 at Nos. 211001768, Z&D TOUR, INC., OHIO COACH, INC. : 211201805, 211200570, and D/B/A OHIOCOACH.COM, FEDERAL : 211201583. EXPRESS CORPORATION, AND SIOUX : TRUCKING, INC. : ARGUED: March 4, 2025 : : APPEAL OF: PENSKE TRUCK LEASING : COMPANY, L.P., PENSKE TRUCK : LEASING CORPORATION, PENSKE : AUTOMOTIVE GROUP, AND PENSKE : CORPORATION : XUE-ZHEN CHEN, WEI-HUI HUANG, GUI- : No. 27 EAP 2024 YING REN, ZHEN FENG, ZI WEI LI, SUKIE : ZHENG AND SHENYUE CAO : Appeal from the Superior Court : Order dated October 11, 2023 at : Nos. 1746, 2343, 2421, 2426, and v. : 2427 EDA 2022 Vacating the : Philadelphia County Court of : Common Pleas Order dated June 3, [J-2A-2025, J-2B-2025, J-2C-2025, J-2D-2025, J-2E-2025, J-2F-2025, J-2G-2025, J- 2H-2025, J-2I-2025, J-2J-2025, J-2K-2025, J-2L-2025, J-2M-2025, J-2N-2025 and J- 2O-2025] - 6 FEDERAL EXPRESS CORPORATION, : 2022 at Nos. 211001768, FEDEX CORPORATION, RYDER TRUCK : 211201805, 211200570, and RENTAL, INC., RYDER SYSTEM, INC., : 211201583. SIOUX TRUCKING, INC., BRANDON : STOWERS, UNITED PARCEL SERVICE, : ARGUED: March 4, 2025 INC., UNITED PARCEL SERVICE, INC., : PENSKE TRUCK LEASING COMPANY, : L.P., PENSKE TRUCK LEASING : CORPORATION, PENSKE AUTOMOTIVE : GROUP, PENSKE CORPORATION, Z&D : TOUR, INC., JAGUAR TICKET, INC. : APPEAL OF: PENSKE TRUCK LEASING : COMPANY, L.P., PENSKE TRUCK : LEASING CORPORATION, PENSKE : AUTOMOTIVE GROUP, AND PENSKE : CORPORATION : MICHAEL TRANTER, AS THE : No. 28 EAP 2024 ADMINISTRATOR OF THE ESTATE OF : J.V., A MINOR, AND ADMINISTRATOR AD : Appeal from the Superior Court PROSEQUENDUM OF THE ESTATE AND : Order dated October 11, 2023 at LUCERO VAZQUEZ, INDIVIDUALLY, : Nos. 1746, 2343, 2421, 2426, and VEYSEL ERDAL GULERTEKIN, AS THE : 2427 EDA 2022 Vacating the ADMINISTRATOR OF THE ESTATE OF : Philadelphia County Court of EILEEN ZELIS ARIA, HOLLY KEHLER, ON : Common Pleas Order dated June 3, BEHALF OF THE BENEFICIARIES OF THE : 2022 at Nos. 211001768, ESTATE OF DENNIS L. KEHLER, : 211201805, 211200570, and ANTHONY ELLIS, QUWANJAY ELLIS, : 211201583. CHENG YING LIAN, INDIVIDUALLY, AND : AS PARENT AND NATURAL GUARDIAN : ARGUED: March 4, 2025 OF I.O., A MINOR, JULIA KHAN, JORGE : MORETA, MELANIE MORETA, EDILMA : DEL ROCIO ESTUPINAN CABRERA, : DENNIS ANANE, HOULEYE CAMARA, AS : PARENT AND NATURAL GUARDIAN OF : M.F., A MINOR, AMINATA FOFANA, : FATOUMATA TRAORE, AS PARENT AND : NATURAL GUARDIAN OF A.D., A MINOR : FATOUMATA TRAORE, AS PARENT AND : NATURAL GUARDIAN OF A.A.D., A : MINOR AND FATOUMATA TRAORE, AS : PARENT AND NATURAL GUARDIAN OF : C.D., A MINOR : : : [J-2A-2025, J-2B-2025, J-2C-2025, J-2D-2025, J-2E-2025, J-2F-2025, J-2G-2025, J- 2H-2025, J-2I-2025, J-2J-2025, J-2K-2025, J-2L-2025, J-2M-2025, J-2N-2025 and J- 2O-2025] - 7 v. : : : Z&D TOUR, INC., OHIO COACH, INC. : D/B/A OHIOCOACH.COM, FEDERAL : EXPRESS CORPORATION, AND SIOUX : TRUCKING, INC. : : : APPEAL OF: UNITED PARCEL SERVICE, : INC. : TAYLOR TEETS : No. 29 EAP 2024 : : Appeal from the Superior Court v. : Order dated October 11, 2023 at : Nos. 17461746, 2343, 2421, 2426, : and 2427 EDA 2022 Vacating the UNITED PARCEL SERVICE, INC. C/O : Philadelphia County Court of CORPORATION SERVICE COMPANY, : Common Pleas Order dated June 3, UNITED PARCEL SERVICE, INC., : 2022 at Nos. 211001768, PENSKE TRUCK LEASING COMPANY, : 211201805, 211200570, and L.P., PENSKE TRUCK LEASING : 211201583. CORPORATION, PENSKE AUTOMOTIVE : GROUP, PENSKE CORPORATION, Z&D : ARGUED: March 4, 2025 TOURS, INC., JAGUAR TICKET, INC. : D/B/A OHIOCOACH.COM, FEDERAL : EXPRESS CORPORATION, FEDEX : CORPORATION, RYDER TRUCK RENTAL, : INC., RYDER SYSTEM, INC., SIOUX : TRUCKING, INC., BRANDON STOWERS : : : APPEAL OF: UNITED PARCEL SERVICE, : INC. : LUCERO VAZQUEZ, AMAD HUSSAIN, : No. 30 EAP 2024 JULIA KHAN, AS PARENT AND NATURAL : GUARDIAN OF A.A., A MINOR, TAURELL : Appeal from the Superior Court FAVORS, AND ALEXIS HUMBLE : Order dated October 11, 2023 at : Nos. 1746, 2343, 2421, 2426, and : 2427 EDA 2022 Vacating the v. : Philadelphia County Court of : Common Pleas Order dated June 3, : 2022 at Nos. 211001768, [J-2A-2025, J-2B-2025, J-2C-2025, J-2D-2025, J-2E-2025, J-2F-2025, J-2G-2025, J- 2H-2025, J-2I-2025, J-2J-2025, J-2K-2025, J-2L-2025, J-2M-2025, J-2N-2025 and J- 2O-2025] - 8 Z&D TOUR, INC., OHIO COACH, INC. : 211201805, 211200570, and D/B/A OHIOCOACH.COM, FEDERAL : 211201583. EXPRESS CORPORATION, AND SIOUX : TRUCKING, INC. : ARGUED: March 4, 2025 : : APPEAL OF: UNITED PARCEL SERVICE, : INC. : XUE-ZHEN CHEN, WEI-HUI HUANG, GUI- : No. 31 EAP 2024 YING REN, ZHEN FENG, ZI WEI LI, SUKIE : ZHENG AND SHENYUE CAO : Appeal from the Superior Court : Order dated October 11, 2023 at : Nos. 1746, 2343, 2421, 2426, and v. : 2427 EDA 2022 Vacating the : Philadelphia County Court of : Common Pleas Order dated June 3, FEDERAL EXPRESS CORPORATION, : 2022 at Nos. 211001768, FEDEX CORPORATION, RYDER TRUCK : 211201805, 211200570, and RENTAL, INC., RYDER SYSTEM, INC., : 211201583. SIOUX TRUCKING, INC., BRANDON : STOWERS, UNITED PARCEL SERVICE, : ARGUED: March 4, 2025 INC., UNITED PARCEL SERVICE, INC., : PENSKE TRUCK LEASING COMPANY, : L.P., PENSKE TRUCK LEASING : CORPORATION, PENSKE AUTOMOTIVE : GROUP, PENSKE CORPORATION, Z&D : TOUR, INC., JAGUAR TICKET, INC. : : : APPEAL OF: UNITED PARCEL SERVICE, : INC. : XUE-ZHEN CHEN, WEI-HUI HUANG, GUI- : No. 32 EAP 2024 YING REN, ZHEN FENG, ZI WEI LI, SUKIE : ZHENG AND SHENYUE CAO : Appeal from the Superior Court : Order dated October 11, 2023 at : Nos. 1746, 2343, 2421, 2426, and v. : 2427 EDA 2022 Vacating the : Philadelphia County Court of : Common Pleas Order dated June 3, FEDERAL EXPRESS CORPORATION, : 2022 at Nos. 211001768, FEDEX CORPORATION, RYDER TRUCK : 211201805, 211200570, and RENTAL, INC., RYDER SYSTEM, INC., : 211201583. SIOUX TRUCKING, INC., BRANDON : [J-2A-2025, J-2B-2025, J-2C-2025, J-2D-2025, J-2E-2025, J-2F-2025, J-2G-2025, J- 2H-2025, J-2I-2025, J-2J-2025, J-2K-2025, J-2L-2025, J-2M-2025, J-2N-2025 and J- 2O-2025] - 9 STOWERS, UNITED PARCEL SERVICE, : ARGUED: March 4, 2025 INC., UNITED PARCEL SERVICE, INC., : PENSKE TRUCK LEASING COMPANY, : L.P., PENSKE TRUCK LEASING : CORPORATION, PENSKE AUTOMOTIVE : GROUP, PENSKE CORPORATION, Z&D : TOUR, INC., JAGUAR TICKET, INC. : : : APPEAL OF: UNITED PARCEL SERVICE, : INC. : OPINION JUSTICE WECHT DECIDED: September 25, 2025 These consolidated appeals concern the doctrine of forum non conveniens. This legal principle and its associated procedural rule authorize intrastate transfer of a civil litigation from the venue in which the plaintiff chooses to file suit to one more appropriate under the circumstances.1 The instant cases arose from a multi-vehicle collision that occurred in Westmoreland County, in western Pennsylvania. The plaintiffs elected to bring suit across the state in Philadelphia County, on Pennsylvaniaâs eastern border. A judge of the Court of Common Pleas of Philadelphia County granted defense petitions to transfer the litigation to Westmoreland County on forum non conveniens grounds, 1 See Pa.R.Civ.P. 1006(d)(1) (âFor the convenience of parties and witnesses, the court upon petition of any party may transfer an action to the appropriate court of any other county where the action could originally have been brought.â). Transfer between counties within Pennsylvania under Rule 1006(d)(1) is distinct from the stay or dismissal of litigation that âshould be heard in another forum,â such as a different state. 42 Pa.C.S. § 5322(e). For a thorough discussion of the distinctions between the interstate and intrastate contexts in which forum non conveniens issues arise, and the differences in the available remedies, see Alford v. Philadelphia Coca-Cola Bottling Co., Inc., 531 A.2d 792, 793-94 (Pa. Super. 1987). The instant appeals solely concern the question of intrastate transfer, and the parties have not invoked 42 Pa.C.S. § 5322(e) or associated case law. [J-2A-2025, J-2B-2025, J-2C-2025, J-2D-2025, J-2E-2025, J-2F-2025, J-2G-2025, J- 2H-2025, J-2I-2025, J-2J-2025, J-2K-2025, J-2L-2025, J-2M-2025, J-2N-2025 and J- 2O-2025] - 10 highlighting the number of potential witnesses who would be forced to travel a great distance. The Superior Court reversed, concluding that the defendants failed to provide sufficient detail establishing that the identified individuals were âkey witnessesâ who would provide ârelevant and necessaryâ testimony that would be âcritical to their defenses.â2 Because the intermediate courtâs âkey witnessâ requirement finds no support in this Courtâs precedent and imposes an excessively high burden upon the defense, we reverse the Superior Courtâs order. The trial courtâs transfer to Westmoreland County was wholly proper. I. Background This litigation arose from a catastrophic multi-vehicle collision that occurred at approximately 3:30 a.m. on January 5, 2020. A motorcoach bus owned by Z&D Tour, Inc., was en route from New York City to Cincinnati, Ohio, with 59 passengers on board, in addition to its driver. The driver failed to navigate a curve on a section of I-70/I-76 near Mount Pleasant in Westmoreland County. The bus rolled over onto its side, blocking the westbound lanes of travel. A FedEx tractor-trailer then crashed into the bus, followed seconds later by a UPS tractor-trailer.3 A car swerved off the highway to avoid the wreck, but it was struck nonetheless by another UPS truck that also swerved off the road to avoid the pile-up. Five people died in the crashâthe bus driver, two bus passengers, and two 2 Tranter v. Z&D Tour, Inc., 303 A.3d 1070, 1075-78 (Pa. Super. 2023). 3 âFedExâ refers to the Federal Express Corporation. Although the party initially named in this litigation was FedEx Ground Package System, Inc., on August 23, 2024, we granted FedExâs application to substitute âFederal Express Corporationâ as the named party, due to a corporate merger. âUPSâ refers to United Parcel Service, Inc. FedEx leased the tractor-trailer involved in this litigation from Sioux Trucking, Inc. (âSioux Truckingâ). UPS leased both tractor-trailers involved in the crash from the Penske Truck Leasing Corporation, though numerous Penske entities were named as defendants (collectively, âPenskeâ). [J-2A-2025, J-2B-2025, J-2C-2025, J-2D-2025, J-2E-2025, J-2F-2025, J-2G-2025, J- 2H-2025, J-2I-2025, J-2J-2025, J-2K-2025, J-2L-2025, J-2M-2025, J-2N-2025 and J- 2O-2025] - 11 UPS drivers. Many others were injured, including nearly all of the bus passengers. Some were severely injured. Given the scale of the crash and the number of injured persons, the incident triggered an enormous emergency response. Scores of police officers, paramedics, EMTs, firefighters, and other first responders from around the area were needed to render aid, to secure and investigate the scene, and to transport numerous injured persons to regional hospitals for emergency medical treatment.4 Extensive investigations into the cause of the crash soon followed, not only on the part of law enforcement agencies and insurance companies, but also by the NTSB. 4 According to the report of the National Transportation Safety Board (âNTSBâ): Five volunteer fire departments in Westmoreland County responded to the crash. The chief of the Mt. Pleasant Township Fire Department assumed incident command at 3:36 a.m. (a state police officer took over command at 5:27 a.m.). Mt. Pleasant Township sent four fire and rescue units and 20 firefighters to the scene. Fire departments from the communities of Youngwood, Norvelt, Kecksburg, and Chestnut Ridge (Stahlstown) sent a total of seven fire and rescue units. One rescue unit from Fayette County responded as well. At 3:36 a.m., Mutual Aid Ambulance Service in Greensburg, which held the contract for ground and air ambulances where the crash occurred, received a call from the Westmoreland 911 center and began dispatching crews. According to the Turnpike Commissionâs log, the first ambulance arrived on scene at 3:49 a.m. Ambulances were also provided by 10 EMS agencies in surrounding towns and counties. Altogether, 20 ambulances were sent to the scene. Local hospitals sent doctors to the scene. The first ambulance left the scene at 4:05 a.m., and victims began arriving at area hospitals about 4:50 a.m. (the same time the last ambulance left the scene). NATIONAL TRANSPORTATION SAFETY BOARD, HIGHWAY INVESTIGATION REPORT: MULTIVEHICLE CRASH NEAR MT. PLEASANT TOWNSHIP, PENNSYLVANIA, JANUARY 5, 2020, at 6-7 (Feb. 8, 2022), https://www.ntsb.gov/investigations/AccidentReports/Reports/HIR2201.pdf (last visited June 13, 2025). [J-2A-2025, J-2B-2025, J-2C-2025, J-2D-2025, J-2E-2025, J-2F-2025, J-2G-2025, J- 2H-2025, J-2I-2025, J-2J-2025, J-2K-2025, J-2L-2025, J-2M-2025, J-2N-2025 and J- 2O-2025] - 12 Four sets of plaintiffs (named in the caption above) filed civil complaints in the Philadelphia County Court of Common Pleas against various defendants, including FedEx, FedEx driver Brandon Stowers, Sioux Trucking, UPS, and Penske. The plaintiffs reside in various places around the country and abroad. All of the corporate defendants conduct business nationwide. In response to preliminary objections in which FedEx and Sioux Trucking sought, inter alia, transfer and consolidation with a similar case pending in Allegheny County, the trial court entered an order directing the parties to conduct discovery limited to the issues of venue and forum non conveniens.5 Accordingly, the parties obtained statements from a large number of first responders and other potential fact witnesses, ultimately producing affidavits and conducting depositions of various witnesses. These individuals detailed the personal and professional hardships that they would face if required to travel to Philadelphia, as opposed to participating in litigation in Westmoreland County, which is much closer to their homes and jobs. Following the limited discovery proceedings, the defendants each filed and/or joined in petitions to transfer venue pursuant to Pa.R.Civ.P. 1006(d)(1), based upon forum non conveniens. The trial court granted the petitions and transferred all four cases to Westmoreland County. The court acknowledged that a party seeking transfer under forum non conveniens bears a heavy burden to demonstrate that the plaintiffâs chosen venue is, in the parlance of the doctrine, âoppressiveâ or âvexatious.â6 The court further 5 There was ultimately no dispute that the plaintiffsâ initial venue selection was permissible under the Pennsylvania Rules of Civil Procedure. 6 Tranter v. Z&D Tour, Inc., Case No. 211001768, at 2 (C.C.P. Philadelphia Oct. 4, 2022) (âTrial Ct. Op.â) (citing Cheeseman v. Lethal Exterminator, Inc., 701 A.2d 156, 162 (Pa. 1997)). Although herein we cite the trial courtâs opinion in the Tranter litigation, in each of the relevant cases, the court filed a substantively identical opinion in support of its order. [J-2A-2025, J-2B-2025, J-2C-2025, J-2D-2025, J-2E-2025, J-2F-2025, J-2G-2025, J- 2H-2025, J-2I-2025, J-2J-2025, J-2K-2025, J-2L-2025, J-2M-2025, J-2N-2025 and J- 2O-2025] - 13 noted that it must look to the âtotality of the circumstances,â and that relevant considerations include hardships imposed upon witnesses attributable to âdistance, burden of travel, time away from family or work, [and] disruption to business operations,â as well as the âdifficulty in obtaining witnessesâ and âaccess to proof.â7 The trial court emphasized that, in this case, âmuch of the critical trial testimony regarding the accident comes from third-party witnesses (such as state troopers, medical and emergency responders, and eyewitnesses) who reside in or near Westmoreland County.â8 Significant in the trial courtâs view was the fact that the defense had identified sixty-six potential witnesses who observed the incident or responded to the accident scene. The defendants additionally had produced affidavits from eleven potential witnesses, who testified that travel from Westmoreland County to Philadelphia to participate in the litigation âwould represent a significant financial burden (as they would have to pay for the costs associated with travel and lodging), and present significant disruptions to their personal and professional lives.â9 The court stressed that previous judicial decisions have held venues to be oppressive where witnesses would be forced to travel approximately one hundred miles for trial, while here the majority of witnesses would be required to travel well over double that distance.10 The trial court noted the plaintiffsâ counterargument that two potential witnesses lived closer to Philadelphia than to Westmoreland County. The trial court concluded that the location of these two individuals was outweighed by the fact that the âvast majority of 7 Id. (citing Lee v. Thrower, 102 A.2d 1018, 1022-23 (Pa. Super. 2014)). 8 Id. 9 Id. 10 Id. at 2-3 (citing Powers v. Verizon Pa., LLC, 230 A.3d 492, 499 (Pa. Super. 2020)). [J-2A-2025, J-2B-2025, J-2C-2025, J-2D-2025, J-2E-2025, J-2F-2025, J-2G-2025, J- 2H-2025, J-2I-2025, J-2J-2025, J-2K-2025, J-2L-2025, J-2M-2025, J-2N-2025 and J- 2O-2025] - 14 witnesses in this matter reside well over two-hundred (200) miles from Philadelphia County.â11 Although the plaintiffs had asserted that travel to Philadelphia would be more convenient for them, the trial court found that the weightier consideration was the greater burden placed upon the defendants and their significantly larger number of anticipated witnesses. Finally, and most significant for purposes of the issue before this Court, the trial court rejected the plaintiffsâ assertion that the identified witnesses were ânonmaterialâ and lacking in âpersonal knowledge of the facts and circumstances.â12 Citing Superior Court precedent (which is presently challenged), the trial court noted that the petitioner merely must âclearly specify the key witnesses to be called and must make a general statement [of] what their testimony will cover.â13 The trial court found this burden satisfied. Many of the identified witnesses were âpolice, investigators, medical providers, and first responders,â and the trial court reasoned that such individuals could provide important testimony on matters such as â(1) weather conditions; (2) road conditions; (3) vehicle conditions; (4) vehicle positions; (5) bus passenger positions; (6) bus passenger conditions; (7) the condition of the operator and codrivers of the tractor-trailers; (8) statements made at the scene; and (9) any investigations, including accident reconstructions.â14 The trial court highlighted as exemplary the anticipated testimony of a responding paramedic who stated that he had knowledge of the positions of the vehicles at the accident scene, as well as the conditions of injured persons. Similarly, the Deputy 11 Id. at 3. 12 Id. 13 Id. at 4 (quoting Petty v. Suburban Gen. Hosp., 525 A.2d 1230, 1234 (Pa. Super. 1987)). 14 Id. (numbering corrected). [J-2A-2025, J-2B-2025, J-2C-2025, J-2D-2025, J-2E-2025, J-2F-2025, J-2G-2025, J- 2H-2025, J-2I-2025, J-2J-2025, J-2K-2025, J-2L-2025, J-2M-2025, J-2N-2025 and J- 2O-2025] - 15 Coroner of Westmoreland County had indicated that he could testify to the manner in which certain injuries occurred, which would be important to determining liability. These potential witnesses, in the trial courtâs view, could provide material testimony, and they, like numerous others, also had âstated for the record that Philadelphia represents an oppressive and vexatious venue.â15 Thus, the trial court reasoned, it was appropriate to transfer the litigation to Westmoreland County pursuant to the doctrine of forum non conveniens. The Superior Court reversed the trial courtâs order. The intermediate court noted that its task on appeal was to review the trial courtâs decision for an abuse of discretion, and that the trial courtâs decision to transfer an action for forum non conveniens must be supported by a showing on the record that the plaintiffâs chosen venue is âoppressiveâ or âvexatious.â16 The Superior Court also related the defendantsâ position that Philadelphia is an âoppressiveâ venue due to the hardship imposed upon witnesses, and that there was no suggestion that the plaintiffsâ selection here was âdesigned to harassâ the defendants, so as to render it âvexatious.â17 The Superior Court then turned to its own precedent concerning the nature of the petitionerâs burden. Invoking its 1987 decision in Petty v. Suburban General Hospital, the Superior Court stated that a claim of witness hardship requires âa general statement of what testimony that witness will provide,â and that this statement âmust establish that the 15 Id. at 5. 16 Tranter, 303 A.3d at 1074-75, 1075 n.6 (citing Walls v. Phoenix Ins. Co., 979 A.2d 847, 850 n.3 (Pa. Super. 2009); Wood v. E.I. du Pont de Nemours & Co., 829 A.2d 707, 711-12 (Pa. Super. 2003) (en banc)). 17 Id. at 1075 n.6 (citing Wood, 829 A.2d at 712). [J-2A-2025, J-2B-2025, J-2C-2025, J-2D-2025, J-2E-2025, J-2F-2025, J-2G-2025, J- 2H-2025, J-2I-2025, J-2J-2025, J-2K-2025, J-2L-2025, J-2M-2025, J-2N-2025 and J- 2O-2025] - 16 potential witness is âkeyâ to the defense.â18 This âkey witnessâ criterion derived from Petty, the Superior Court explained, requires the petitioning defendant to âestablish that the witness possesses testimony that is relevant and necessary to the defense.â19 The Superior Court suggested that a trial court may not even consider any alleged hardships until the defendant has satisfied the âkey witnessâ requirement with âdetailed information on the record,â and that the âweight that the trial court places on the hardship should be in direct proportion to the degree of relevance or necessity of that witnessâ[s] testimony to the defense.â20 The Superior Court elsewhere characterized the defendantâs burden as requiring a showing that the testimony of the identified witness will be âcriticalâ to the defenseâa description that might be understood to exceed even the Petty/Ehmer threshold of ârelevant and necessary.â21 The Superior Court was unsatisfied with the defendantsâ efforts in these cases. The court acknowledged that the trial court had âsummarily concludedâ that the defendants had met its âkey witnessâ requirement through their eleven witness affidavits and supporting briefing.22 Nonetheless, the Superior Court faulted the defendants for failing to assert in their petitions that the âwitnesses who signed the affidavits were âkey witnessesâ for the defense.â23 Although the Superior Court criticized the content of the defendantsâ petitions and briefing, it went on to suggest that the witness affidavits 18 Id. at 1075 (citing Ehmer v. Maxim Crane Works, L.P., 296 A.3d 1202, 1207 (Pa Super. 2023); Petty, 525 A.2d at 1234). 19 Id. (quoting Ehmer, 296 A.3d at 1207-08). 20 Id. (quoting Ehmer, 296 A.3d at 1208, 1208 n.6) (brackets in original). 21 Id. at 1076. 22 Id. at 1074. 23 Id. at 1076. [J-2A-2025, J-2B-2025, J-2C-2025, J-2D-2025, J-2E-2025, J-2F-2025, J-2G-2025, J- 2H-2025, J-2I-2025, J-2J-2025, J-2K-2025, J-2L-2025, J-2M-2025, J-2N-2025 and J- 2O-2025] - 17 themselves must establish the purported necessity of the testimony to the defense. âContrary to the trial courtâs conclusion,â the Superior Court opined, âthe eleven affidavits and thirty-two unnotarized statements submitted in supportâ of the petitions failed to âindicate how the individuals are âkey witnessesâ for the defense.â24 The Superior Court dismissed the content of the affidavitsâwhich were from various first responders, the Westmoreland County Deputy Coroner, a FedEx corporate employee, and an insurance claims investigatorâbecause they âdescribe in nearly identical terms the hardships that traveling to Philadelphia to testify would present to the individual, or to unnamed individuals in their employ.â25 âNone of the affidavits,â the Superior Court concluded, âcontain information indicating how these potential witnessesâ testimonies would be relevant or necessaryâ to the defense.26 Where the trial court had discussed the statements of two witnesses whose anticipated testimony it found particularly likely to be relevant, the Superior Courtâs treatment of their affidavits gave some insight into the content that the intermediate court expects from a satisfactory âkey witnessâ showing. The Superior Court suggested that the witness must explain how his or her testimony will âbenefitâ the defense. âWith respect to the two individuals cited by the trial court in support of its decision to transfer,â the Superior Court declared, these witnesses âdid not indicate in their affidavits or during their depositions how their testimony would benefit the defense.â27 Specifically, âJoshua Zappone, the Westmoreland County Deputy Coroner, testified that he arrived at the scene 24 Id. at 1077. 25 Id. (typographical error corrected). 26 Id. 27 Id. [J-2A-2025, J-2B-2025, J-2C-2025, J-2D-2025, J-2E-2025, J-2F-2025, J-2G-2025, J- 2H-2025, J-2I-2025, J-2J-2025, J-2K-2025, J-2L-2025, J-2M-2025, J-2N-2025 and J- 2O-2025] - 18 hours after the crash to assess the fatalities, but he did not indicate how his assessment would benefit the defense.â28 The Superior Court thus reversed the trial courtâs decision, based exclusively upon the âkey witnessâ requirement that it derived from its own precedents in Petty and Ehmer. The Superior Court, moreover, interpreted this purported burden as one for which the defendantâs briefing and argument is not satisfactory, and which must be met substantively within a witness affidavit itself, and pursuant to the witnessâ own impression of the âbenefitâ that his or her testimony will provide to the defenseâs legal strategy. Thus, notwithstanding the defendantsâ production of eleven witness affidavits and thirty-two witness statements detailing the hardships of traveling from Westmoreland County to Philadelphia to participate in this litigation, the Superior Court declared that, âwithout any indication that these individuals are âkey witnessesâ to the defense,â the defendants had âfailed to meet their burden to overcome the plaintiffsâ choice of forum.â29 Defendants FedEx,30 Penske, and UPS each separately petitioned this Court for review of the Superior Courtâs decision. We granted allocatur in order to address the Superior Courtâs treatment of the doctrine of forum non conveniens, as applied to the facts of these cases.31 28 Id. 29 Id. at 1078. 30 Defendants Sioux Trucking and Brandon Stowers are also represented by counsel for FedEx, who has filed a joint brief on all their behalf. 31 We consolidated the appeals and granted review of a single issue, which we rephrased to encompass each of the defendantâs individual arguments, namely: âIn reversing the trial courtâs order, which transferred the underlying actions to the county in which the incident giving rise to the claims occurred, did the Superior Court misapply the doctrine of forum non conveniens?â Tranter v. Z&D Tour, Inc., 367-81 EAL 2023, 315 A.3d 1225 (Pa. 2024) (per curiam). [J-2A-2025, J-2B-2025, J-2C-2025, J-2D-2025, J-2E-2025, J-2F-2025, J-2G-2025, J- 2H-2025, J-2I-2025, J-2J-2025, J-2K-2025, J-2L-2025, J-2M-2025, J-2N-2025 and J- 2O-2025] - 19 II. Arguments The partiesâ arguments are straightforward. Defendants FedEx, Penske, and UPS agree that analysis of forum non conveniens principles under Rule 1006(d)(1) demands reference to this Courtâs decisions in Cheeseman v. Lethal Exterminator, Inc.,32 and Bratic v. Rubendall.33 Each defendant contends that the Superior Court erred by instead prioritizing its own, older decision in Petty, which, defendants argue, was legally flawed from the beginning, and, in any event, is inconsistent with the principles that this Court later articulated in Cheeseman and Bratic. The defendants maintain that the Superior Courtâs âkey witnessâ requirement imposes an excessive and unreasonable burden upon the petitioning party. Defendants point out that the forum non conveniens determination is made very early in a lawsuit, as the petitioner necessarily wishes to avoid engaging in extensive litigation in the very venue that it alleges is oppressive or vexatious. Requiring defendants to identify and disclose the identity of witnesses who will be âkeyâ to their legal strategy at so early a stage in the litigation, the defendants argue, imposes an unrealistic and excessively stringent burden upon them. Defendants also stress the deference owed to trial court discretion, and they argue that the evidence presented to the trial court in these matters amply satisfied their burden to obtain transfer to Westmoreland Countyâa decision that reveals no abuse of the trial courtâs discretion.34 32 Cheeseman v. Lethal Exterminator, Inc., 701 A.2d 156 (Pa. 1997). 33 Bratic v. Rubendall, 99 A.3d 1 (Pa. 2014). 34 The defendantsâ position is supported by amici curiae the Chamber of Commerce of the United States of America, the Pennsylvania Coalition for Civil Justice Reform, the Pennsylvania Chamber of Business and Industry, the Pennsylvania Medical Society, the Pennsylvania Chapter of the American College of Physicians, the Pennsylvania Chapter of the American Academy of Pediatrics, the University of Pittsburgh Medical Center, the Trucking Industry Defense Association, the American Trucking Associations, the Pennsylvania Motor Truck Association, the American Property Casualty Insurance (continuedâŚ) [J-2A-2025, J-2B-2025, J-2C-2025, J-2D-2025, J-2E-2025, J-2F-2025, J-2G-2025, J- 2H-2025, J-2I-2025, J-2J-2025, J-2K-2025, J-2L-2025, J-2M-2025, J-2N-2025 and J- 2O-2025] - 20 By contrast, the plaintiffs emphasize the importance of their right to choose the court in which they wish to proceed. The primary thrust of plaintiffsâ argument is that travel burdens are less salient in our era, as technological advancements allow for witnesses to testify remotely and documents to be transmitted electronically. Plaintiffs question the foundations of forum non conveniens, emphasizing that âmodern technology has rendered many of the original concerns obsolete, making the application of the . . . doctrine in todayâs context questionable.â35 Plaintiffs provide a detailed historical discussion of the development of forum non conveniens, seeking to illustrate that the challenges which necessitated invocation of the principle in the past are no longer extant, given the advent of technology allowing for virtual testimony and e-mail transmission of documents. Regarding application of forum non conveniens to these facts, plaintiffs assert that the trial court failed to recognize deficiencies in the defendantsâ petitions and supporting affidavits. While the trial court emphasized that defendants identified sixty-six potential witnesses who would be required to travel over two hundred miles, plaintiffs insist that the number of witnesses is immaterial. Plaintiffs opine that it is unlikely that all sixty-six witnesses ultimately would be called to testify. Plaintiffs further contend that the witness affidavits were deficient in various respects. For example, plaintiffs criticize certain affidavits for speculating as to how many hours would be required to travel to Philadelphia, and they object to numerous affidavits that assert similar claims of hardship. Plaintiffs assert as well that the affidavits do not adequately detail the witnessesâ personal Association, the Pennsylvania Association of Mutual Insurance Companies, Curi, and the Philadelphia Association of Defense Counsel. 35 Plaintiffsâ Br. at 17-18. [J-2A-2025, J-2B-2025, J-2C-2025, J-2D-2025, J-2E-2025, J-2F-2025, J-2G-2025, J- 2H-2025, J-2I-2025, J-2J-2025, J-2K-2025, J-2L-2025, J-2M-2025, J-2N-2025 and J- 2O-2025] - 21 knowledge of the facts and do not provide sufficient indication of what, precisely, their trial testimony will entail. Given these purported deficiencies, plaintiffs assert, the trial court abused its discretion in granting the petitions to transfer.36 FedEx, Penske, and UPS offer separate arguments in reply to the plaintiffsâ position, but their arguments again overlap. Most relevantly, defendants all point out that plaintiffsâ catch-all response to concerns with oppressive venuesâremote testimonyâ would effectively eliminate the doctrine of forum non conveniens and render a plaintiffâs choice of venue unchallengeable. The defendants argue that remote testimony is inferior to live, in-person testimony, and they point to scholarship indicating that remote testimony, along with the poor audio or video quality and connectivity problems that it sometimes entails, can negatively impact perceptions of witness testimony and credibility.37 Defendants assert that they are entitled to present their defenses in the manner that they see fit, and that they should not be forced to accept an inferior method of evidence presentation merely to accommodate plaintiffsâ selection of an oppressive venue. III. Analysis We begin with a review of the doctrine of forum non conveniens, which we explored in Cheeseman and Bratic. Review of those precedents reveals that the instant cases are controlled by the principles that we articulated there. The Superior Courtâs innovation and 36 The plaintiffsâ position is supported by amici curiae the Pennsylvania Association for Justice, the Center for Auto Safety, and the Attorneys Information Exchange Group. 37 See, e.g., FedExâs Reply Brief at 7-8 & 7 n.2 (citing, inter alia, Michael D. Roth, Laissez-Faire Videoconferencing: Remote Witness Testimony and Adversarial Truth, 48 UCLA L. REV. 185, 204, 204 n.107 (2000); Elena Bild, et al., Sound and Credibility in the Virtual Court: Low Audio Quality Leads to Less Favorable Evaluations of Witnesses and Lower Weighting of Evidence, 45 LAW & HUM. BEHAV. 481, 487 (2021)). [J-2A-2025, J-2B-2025, J-2C-2025, J-2D-2025, J-2E-2025, J-2F-2025, J-2G-2025, J- 2H-2025, J-2I-2025, J-2J-2025, J-2K-2025, J-2L-2025, J-2M-2025, J-2N-2025 and J- 2O-2025] - 22 imposition of a âkey witnessâ requirement is inconsistent with governing law. No further improvements upon the doctrine of forum non conveniens are necessary or warranted. Trial court decisions involving forum non conveniens are reviewed for abuse of discretion.38 We have stated that âthe trial courtâs ruling must be reasonable in light of the peculiar facts. If there exists any proper basis for the trial courtâs decision to transfer venue, the decision must stand.â39 Within the confines of our Rules of Civil Procedure,40 plaintiffs enjoy the right to make the âthe initial choice of the court in which to bring an action, if that court has jurisdiction.â41 This Court has âemphatically stated that the plaintiffâs choice of forum is entitled to weighty consideration,â and a trial court âmust give deference to the plaintiffâs choice of forum in ruling on a petition to transfer venue.â42 Nonetheless, the plaintiffâs selection is not unassailable. âAlthough a plaintiff, as a rule, may choose the forum in which to bring suit, that right is not absolute.â43 The doctrine of forum non conveniens provides âa necessary counterbalance to [e]nsure fairness and practicality.â 44 Any party to the litigation (but most often a defendant) may petition the trial court for transfer of 38 Cheeseman, 701 A.2d at 159; Bratic, 99 A.3d at 7. 39 Bratic, 99 A.3d at 7 (quoting Zappala v. Brandolini Prop. Mgmt., Inc., 909 A.2d 1272, 1284 (Pa. 2006)). 40 Venue selection is governed by Pa.R.Civ.P. 1006(a) (individual defendant), 2103 (political subdivisions), 2130 (partnerships), 2156 (unincorporated associations), and 2179 (corporations and similar entities). 41 Bratic, 99 A.3d at 6 (citing Plum v. Tampax, Inc., 160 A.2d 549, 552-53 (Pa. 1960)). 42 Id. at 6-7 (quoting Okkerse v. Howe, 556 A.2d 827, 832 (Pa. 1989) (cleaned up)); Cheeseman, 701 A.2d at 162. 43 Zappala, 909 A.2d at 1281 (typographical error corrected). 44 Bratic, 99 A.3d at 6 (quoting Okkerse, 556 A.2d at 832). [J-2A-2025, J-2B-2025, J-2C-2025, J-2D-2025, J-2E-2025, J-2F-2025, J-2G-2025, J- 2H-2025, J-2I-2025, J-2J-2025, J-2K-2025, J-2L-2025, J-2M-2025, J-2N-2025 and J- 2O-2025] - 23 venue pursuant to Rule 1006(d)(1) of the Pennsylvania Rules of Civil Procedure, which provides as follows: For the convenience of parties and witnesses, the court upon petition of any party may transfer an action to the appropriate court of any other county where the action could originally have been brought.45 Although Rule 1006(d)(1) speaks of the âconvenience of parties and witnesses,â the doctrine of forum non conveniens that is embodied in the Rule concerns more than âconvenienceâ in the common sense of the word. In order to overcome the deference due to the plaintiffâs choice of venue, âthe defendant must show more than that the chosen forum is merely inconvenient to him.â46 Rather, the defendant must demonstrate that the forum is âoppressiveâ or âvexatious.â A âvexatiousâ forum can be one that is âdesigned to harass the defendant, even at some inconvenience to the plaintiff himself.â47 âAlternatively, the defendant may meet his burden by establishing on the record that trial in the chosen forum is oppressive to him; for instance, that trial in another county would provide easier access to witnesses or other sources of proof, or to the ability to conduct a view of premises involved in the dispute.â48 The question in a forum non conveniens analysis is not whether the plaintiffâs initial venue choice is permissible; indeed, the doctrine assumes that it is. âThe doctrine of forum non conveniens is that a court may resist imposition upon its jurisdiction, even when jurisdiction is authorized by the letter of a general venue statute . . . .â49 A âRule 45 Pa.R.Civ.P. 1006(d)(1). 46 Cheeseman, 701 A.2d at 162. 47 Id. 48 Id. 49 Id. at 160 n.3 (citing Gulf Oil Corp. v. Gilbert, 330 U.S. 501, 506 (1947)). [J-2A-2025, J-2B-2025, J-2C-2025, J-2D-2025, J-2E-2025, J-2F-2025, J-2G-2025, J- 2H-2025, J-2I-2025, J-2J-2025, J-2K-2025, J-2L-2025, J-2M-2025, J-2N-2025 and J- 2O-2025] - 24 1006(d)(1) motion has little to do with whether the plaintiffâs choice of forum is technically proper at the outset, because even if it is, the trial court is still vested with discretion to transfer the action to another county if the defendant meets his burden of proving that the forum is oppressive or vexatious.â50 The burden to justify a change of venue lies with the petitioner, âand it has been consistently held that this burden includes the demonstration on the record of the claimed hardships.â51 This Court detailed the nature of the appropriate inquiry in Cheeseman, intending to clarify aspects of the Rule 1006(d)(1) analysis that had grown obscure over time. When we first addressed the necessary showing in Okkerse, this Court âborrowed a discussion of the considerations to be applied by federal courts in deciding whether to dismiss a federal diversity of citizenship action on the ground of forum non conveniens.â52 This standard suggested that a defendant could meet its burden by demonstrating either that the chosen forum is oppressive or vexatious, or alternatively by invoking âconsiderations affecting the courtâs own private and public interest factors,â most notably docket congestion in the plaintiffâs chosen court.53 Following this Courtâs decision in Okkerse, the Cheeseman Court noted, âa policy developed of according court congestion great 50 Zappala, 909 A.2d at 1283. As explained in Zappala, a challenge to the propriety of the plaintiffâs initial choice of venue must be raised via preliminary objections pursuant to Pa.R.Civ.P. 1006(e) and 1028(a)(1). An assertion of forum non conveniens under Rule 1006(d)(1), by contrast, is made by separate petition. See Zappala, 909 A.2d at 1281- 85; Pa.R.Civ.P. 1028(a)(1). 51 Bratic, 99 A.3d at 7 (quoting Okkerse, 556 A.2d at 832). 52 Cheeseman, 701 A.2d at 159-60 (discussing Okkerse) (emphasis omitted). 53 Okkerse, 556 A.2d at 832 (quoting Reyno v. Piper Aircraft Co., 630 F.2d 149, 159 (3d Cir. 1980), revâd, 454 U.S. 235 (1981)). [J-2A-2025, J-2B-2025, J-2C-2025, J-2D-2025, J-2E-2025, J-2F-2025, J-2G-2025, J- 2H-2025, J-2I-2025, J-2J-2025, J-2K-2025, J-2L-2025, J-2M-2025, J-2N-2025 and J- 2O-2025] - 25 weight at the expense of the plaintiff losing his chosen forum.â54 Although this Courtâs decision in Scola v. AC&S, Inc., was âintended to rectify this policy,â Scola repeated the âprivate and public interestâ language from Okkerse, which led to âobvious confusion . . . in the lower courts regarding the inquiry which a trial court must conduct in ruling on a petition to transfer venue pursuant to Rule 1006(d)(1).â55 Cheeseman made clear that court congestion is not a sufficient basis for granting a transfer of venue under Rule 1006(d)(1). This Court explained that the âpost-Scola confusion stems from the Okkerse language originating in federal diversity of citizenship cases,â and recognized that the interests implicated in diversity jurisdiction âare not necessarily identical to the concerns a trial court must assess in ruling on a Rule 1006(d)(1) petition asserting forum non conveniens.â56 Whereas federal diversity jurisdiction implicates choice-of-law issues, transfer petitions under Rule 1006(d)(1) pose âthe question of whether a transfer of venue of an action, appropriately filed with that forum, to another appropriate court in a county of this Commonwealth is necessary for the convenience of parties and witnesses.â57 âThe convenience to the court is not mentioned in Rule 1006(d)(1) and is not an appropriate consideration for a Rule 1006(d)(1) inquiry.â58 The Cheeseman Court commented that most Pennsylvania courts are busy, and it is thus âthe usual circumstance, rather than the unusual circumstance, 54 Cheeseman, 701 A.2d at 160. 55 Id. at 160-61 (discussing Scola v. AC&S, Inc., 657 A.2d 1234, 1241-42 (Pa. 1995)). 56 Id. at 161 (emphasis in original). 57 Id. 58 Id. [J-2A-2025, J-2B-2025, J-2C-2025, J-2D-2025, J-2E-2025, J-2F-2025, J-2G-2025, J- 2H-2025, J-2I-2025, J-2J-2025, J-2K-2025, J-2L-2025, J-2M-2025, J-2N-2025 and J- 2O-2025] - 26 that the chosen forum will be concerned about its own congestion.â59 Reliance upon court congestion would lead to venue transfers as a matter of course, which would contradict the principle that the plaintiffâs choice of venue is entitled to deference and âshould rarely be disturbed by the grant of a Rule 1006(d)(1) petition.â60 Under Cheeseman, a showing of oppressiveness or vexatiousness is essential to the forum non conveniens inquiry under Rule 1006(d)(1) in all cases. Cheeseman explained that, âto the extent that this court indicated in Scola, on the basis of the Okkerse test, that court congestion is an appropriate factor to be considered by a trial court ruling on a petition to transfer venue, this statement was misleading and should be treated as mere dicta.â61 Rather, âa petition to transfer venue should not be granted unless the defendant meets its burden of demonstrating, with detailed information on the record, that the plaintiffâs chosen forum is oppressive or vexatious to the defendant.â62 Our most recent discussion of forum non conveniens principles under Rule 1006(d)(1) is the one most directly applicable to the instant appeals. Our 2014 decision in Bratic provided important guidance on the nature of an âoppressiveâ venue and the evidentiary showing that a petitioner must provide in order to demonstrate such oppressiveness. Because Bratic is effectively dispositive of the instant cases, we must discuss its rationale in detail. Although it also concerned an effort to litigate in Philadelphia, the dispute in Bratic grew out of a lawsuit in Dauphin County. After the defendants in the Dauphin County suit 59 Id. 60 Id. at 162. 61 Id. 62 Id. [J-2A-2025, J-2B-2025, J-2C-2025, J-2D-2025, J-2E-2025, J-2F-2025, J-2G-2025, J- 2H-2025, J-2I-2025, J-2J-2025, J-2K-2025, J-2L-2025, J-2M-2025, J-2N-2025 and J- 2O-2025] - 27 prevailed on summary judgment, they filed a new action in Philadelphia County asserting wrongful use of civil proceedings and common law abuse-of-process claims against the plaintiffs in the Dauphin County action. The original plaintiffsânow defendants in the Philadelphia County actionâfiled a petition under Rule 1006(d)(1) to transfer the case to Dauphin County based upon forum non conveniens. They alleged that the relevant witnesses and evidence were located in Dauphin County, and they presented the affidavits of seven potential witnesses, all of whom resided over one hundred miles from Philadelphia. The affiants asserted that traveling to Philadelphia to participate in the litigation would be personally and professionally disruptive, as they would incur substantial costs and would each be forced to take off at least one full day from work for travel. The trial court in Philadelphia granted the transfer petition, but an en banc panel of the Superior Court ultimately reversed, concluding that the defendants failed to carry their burden to demonstrate that trial in Philadelphia would be oppressive or vexatious. This Court reversed. We held that the defendantsâ evidentiary showing was satisfactory and that the trial court did not abuse its discretion in transferring the action to Dauphin County. Bratic stressed the âconsiderable discretionâ of the trial court in ruling on a transfer petition, and noted that the trial court there had not premised its decision upon its own docket congestion, which premise would have violated Cheeseman.63 The Bratic Court noted that âCheeseman was not intended to increase the level of oppressiveness or vexatiousness a defendant must show; rather, understood in its articulated context, Cheeseman merely corrected the practice that developed in the lower 63 Bratic, 99 A.3d at 8. [J-2A-2025, J-2B-2025, J-2C-2025, J-2D-2025, J-2E-2025, J-2F-2025, J-2G-2025, J- 2H-2025, J-2I-2025, J-2J-2025, J-2K-2025, J-2L-2025, J-2M-2025, J-2N-2025 and J- 2O-2025] - 28 courts of giving excessive weight to âpublic interestâ factors when ruling on a forum non conveniens motion.â64 The Bratic plaintiffs had argued that the trial court gave excessive weight to the fact that none of them resided in Philadelphia, but this Court found no such error. Although the residence of the plaintiffs is âperipheral to the issue and insufficient to warrant transfer,â the Bratic Court noted that the trial court had merely mentioned the matter alongside other relevant considerations.65 âAs with other factors not sufficient for transfer themselves, if residence is probative of oppressiveness, it is not error to reflect upon it, so long as it is not the sole reason for the judgeâs decision.â66 The residence of the plaintiffs, indeed, can be a valid consideration, as Cheeseman had âpointed out that âaccess to witnesses or other sources of proofâ was an entirely legitimate factor when determining oppressiveness, and the plaintiffs are certainly âsources of proof.ââ67 The Superior Court had faulted the affidavits of the potential witnesses in Bratic for containing similar language and for failing to provide exacting detail on the nature of the disruption to their businesses and professional lives. This Court responded: 64 Id. at 7-8. As it concerns âpublic interestâ factors like court congestion, Bratic also took the opportunity to clarify that Cheeseman did not forbid all consideration of such. âWhatever public interest factors exist, they are not determinative; they are only a factor insofar as they bear directly on the ultimate test.â Id. at 8; see also id. ([âI]f efficient resolution is precluded by uniquely disruptive court volume, it cannot be impermissible for the court to so note, but only insofar as it bears on the ultimate consideration of venue as oppressive or vexatious. That is, if the congestion contributes to the oppressiveness of the chosen venue, it may be considered, though we reiterate it is not a factor sufficient by itself to warrant transfer, as was the holding of cases before Cheeseman.â). 65 Id. 66 Id. 67 Id. (quoting Cheeseman, 701 A.2d at 162) (internal citation omitted). [J-2A-2025, J-2B-2025, J-2C-2025, J-2D-2025, J-2E-2025, J-2F-2025, J-2G-2025, J- 2H-2025, J-2I-2025, J-2J-2025, J-2K-2025, J-2L-2025, J-2M-2025, J-2N-2025 and J- 2O-2025] - 29 We are unsure what extra detail must be enumeratedâthe interference with oneâs business and personal life caused by the participatory demands of a distant lawsuit is patent. The witnesses need not detail what clients or tasks will be postponed or opportunities lost in order for the judge to exercise common sense in evaluating their worth; indeed, no one can foretell such detail. One hopes a judge may comprehend the existence of relevant general disruption from the allegations in the affidavit, sufficiently to rule on the issue.68 As for the similarity in the language of the affidavits, this Court commented: The affidavits here, of course, employed nearly identical language, as the factual basis for each is nearly identicalâthe oppressiveness of trial 100 miles away, which is manifestly troublesome. The trial judge need not be told like a child how the distance in and of itself makes things more disagreeable and disruptive to the persons obliged to travel. Nor is it a secret requiring iteration that trial in Dauphin County would provide easier access to local appellants and their local witnesses, as well as the relevant court documents on which the very case is based.69 As this latter passage demonstrates, the distance that witnesses would have been forced to travelâover one hundred milesâfigured prominently in Braticâs analysis. âAs with other factors insufficient on their own, distance alone is not dispositive, but it is inherently part of the equation.â70 The Bratic Court pointed out that, whereas Cheeseman concerned a petition to transfer a case from Philadelphia to neighboring Bucks County, the distance involved in Bratic was more burdensome: Dauphin County, however, is not a neighbor of Philadelphia, and one needs no detailed affidavit to understand the difference in logistics necessitated by a separation of 100 miles. It is not necessary to articulate to a jurist the inherently empirical concept that distance and expedience are inversely proportional. The Superior Court speculated upon the eight witnesses, be they employees or professionals, and the economic consequences as to each is not of record, but it may be presumed without fear of contradiction 68 Id. at 9. 69 Id. at 10. 70 Id. at 9. [J-2A-2025, J-2B-2025, J-2C-2025, J-2D-2025, J-2E-2025, J-2F-2025, J-2G-2025, J- 2H-2025, J-2I-2025, J-2J-2025, J-2K-2025, J-2L-2025, J-2M-2025, J-2N-2025 and J- 2O-2025] - 30 that to each of these people, time indeed is money, and days of participating in trial in Philadelphia would impact their duties/operations. * * * As between Philadelphia and adjoining Bucks County, the situation in Cheeseman, we speak of mere inconvenience; as between Philadelphia and counties 100 miles away, simple inconvenience fades in the mirror and we near oppressiveness with every milepost of the turnpike and Schuylkill Expressway.71 In response to plaintiffsâ arguments concerning alleged inadequacies in the witness affidavits, Bratic pointed out that affidavits are not even necessarily required. Favorably quoting from an en banc decision of our Superior Court, Bratic noted that a âpetition to transfer venue must be supported by detailed information on the record, but âCheeseman and Rule 1006(d) do not require any particular form of proof. All that is required is that the moving party present a sufficient factual basis for the petition, and the trial court retains the discretion to determine whether the particular form of proof is sufficient.ââ72 Bratic cited the Superior Courtâs Wood decision for its collection of precedents illustrating that âaffidavits have never been held necessary to obtain transfer.â73 The Bratic Court summarized its holding as follows: We reaffirm the Cheeseman standard, but hold the showing of oppression needed for a judge to exercise discretion in favor of granting a forum non conveniens motion is not as severe as suggested by the Superior Courtâs post-Cheeseman cases. Mere inconvenience remains insufficient, but there is no burden to show near-draconian consequences.74 71 Id. at 9-10 (citation and internal quotation marks omitted). 72 Id. at 9 (quoting Wood, 829 A.2d at 714) (cleaned up). 73 Id. at 10 (citing Wood, 829 A.2d at 714 n.6). 74 Id. [J-2A-2025, J-2B-2025, J-2C-2025, J-2D-2025, J-2E-2025, J-2F-2025, J-2G-2025, J- 2H-2025, J-2I-2025, J-2J-2025, J-2K-2025, J-2L-2025, J-2M-2025, J-2N-2025 and J- 2O-2025] - 31 Bratic provides important guidance for courts assessing a claim of forum non conveniens based upon witness hardship. A defendant petitioning for transfer of venue must place the grounds on the record, but no âparticular form of proofâ is required. There is no fixed litmus for the content of a witness affidavit.75 Indeed, there is no âaffidavit requirementâ at all.76 Rather, as with the ultimate decision as to whether to transfer venue, the sufficiency of the evidentiary basis is left to the sound discretion of the trial court, subject to review for abuse of that discretion. Bratic also provides a useful guidepost for considering the effect of distance on the determination of venue oppressiveness. Bratic deemed it obvious that forcing witnesses to travel one hundred miles to participate in litigation was âmanifestly troublesome,â and that âone needs no detailed affidavit to understand the difference in logistics necessitated by a separation of 100 miles.â77 A distance of one hundred miles provides a valuable benchmark for distinguishing between oppressiveness and mere inconvenience. This guideline finds support in the observation that our Rules of Civil Procedure repeatedly use the same distanceâone hundred milesâas the triggering point for various provisions relating to the conduct and use of depositions, which similarly concern the burdens of requiring witnesses to travel.78 This is not to say that a venue is always oppressive where witnesses must travel further than one hundred miles, nor does it mean that a shorter distance can never contribute to a finding of oppressiveness. As Bratic explained, 75 Id. at 9 (quoting Wood, 829 A.2d at 714). 76 Wood, 829 A.2d at 714 n.6; see Bratic, 99 A.3d at 9-10. 77 Bratic, 99 A.3d 9-10. 78 See Pa.R.Civ.P. 4007.2(b)(2), 4008, 4020(a)(3)(b). [J-2A-2025, J-2B-2025, J-2C-2025, J-2D-2025, J-2E-2025, J-2F-2025, J-2G-2025, J- 2H-2025, J-2I-2025, J-2J-2025, J-2K-2025, J-2L-2025, J-2M-2025, J-2N-2025 and J- 2O-2025] - 32 âdistance alone is not dispositive, but it is inherently part of the equation.â79 As a general rule, however, consistent with the discussion in Bratic, a distance of one hundred miles is a reasonable line, for âas between Philadelphia and counties 100 miles away, simple inconvenience fades in the mirror and we near oppressiveness with every milepost of the turnpike and Schuylkill Expressway.â80 Returning to the instant cases, the Superior Courtâs departure from this Courtâs decision in Bratic is stark. Where Bratic deemed Philadelphia to be a patently oppressive venue on the basis of seven affidavits from witnesses who would be required to travel one hundred miles, here the petitioning defendants produced affidavits from eleven witnesses (and identified dozens more) who would be forced to travel well over two hundred miles. If âthe oppressiveness of trial 100 miles awayâ was âmanifestly troublesomeâ in Bratic, it is more than doubly so here.81 Tellingly, the Superior Court here cited Bratic only for general statements of legal standards applicable to forum non conveniens petitions, and it did not discuss the substance of Braticâs rationale at all.82 Because Bratic is impossible to square with the Superior Courtâs decision in these appeals, the omission is glaring. As for the core of the Superior Courtâs rationale, its imposition and treatment of a âkey witnessâ requirement bears no resemblance to any aspect of this Courtâs analyses in Bratic or Cheeseman, or any of our other precedents. This is not for lack of opportunity, for the Superior Court derived this standard from its decision in Petty, which predates 79 Bratic, 99 A.3d at 9. 80 Id. at 10. 81 Id. 82 See Tranter, 303 A.3d at 1075, 1075 n.7. [J-2A-2025, J-2B-2025, J-2C-2025, J-2D-2025, J-2E-2025, J-2F-2025, J-2G-2025, J- 2H-2025, J-2I-2025, J-2J-2025, J-2K-2025, J-2L-2025, J-2M-2025, J-2N-2025 and J- 2O-2025] - 33 Cheeseman by one decade and Bratic by almost three.83 Nonetheless, setting aside our precedent for a moment, we agree with the defendants here that the Superior Courtâs âkey witnessâ requirement, as articulated, cannot survive on its own merits. There is no error in requiring a Rule 1006(d)(1) petitioner claiming witness hardship to provide the trial court with a âgeneral statementâ of what the witnessâ testimony may be expected to entail.84 In order to claim that witnesses would be burdened by travel, the petitioner necessarily must know the identity of the witnesses and have some idea of what information they may possess that makes them likely witnesses in the first place. Providing the court with a general statement of potential witnessesâ identities and some sense of their anticipated testimony is essential to the entire exercise, for the âdefendant bears the burden of establishing the need for a transfer by detailed information in his petition,â and such âinformation should necessarily be adequate for the trial judge to rule upon the petition.â85 The Superior Courtâs articulation of its âkey witnessâ requirement, however, goes far beyond this basic requirement. The Superior Court declared that defendants categorically fail to carry their burden if they do not establish that the testimony of the 83 The Superior Courtâs decision in Petty, moreover, derived the âkey witnessâ language from the federal Third Circuit Court of Appealsâ decision in Reyno. See Petty, 525 A.2d at 1234 (quoting Reyno, 630 F.2d at 160-61). Reyno not only was reversed by the Supreme Court of the United States years before the Superior Court decided Petty, but it also was the very same decision from which this Court in Okkerse sourced language that Cheeseman found to be problematic in the context of intrastate transfer under Rule 1006(d)(1). See supra nn.52-53 and accompanying text; Cheeseman, 701 A.2d at 160- 61; Okkerse, 556 A.2d at 832. 84 Tranter, 525 A.2d at 1075 (citing Ehmer, 296 A.3d at 1207; Petty, 525 A.2d at 1234). 85 Cheeseman, 701 A.2d at 162 n.8. [J-2A-2025, J-2B-2025, J-2C-2025, J-2D-2025, J-2E-2025, J-2F-2025, J-2G-2025, J- 2H-2025, J-2I-2025, J-2J-2025, J-2K-2025, J-2L-2025, J-2M-2025, J-2N-2025 and J- 2O-2025] - 34 identified witnesses will be ânecessaryâ or âcriticalâ to their defenses.86 The Superior Courtâs discussion further suggested that this requirement must be established within a witness affidavit itself, and that the witness must explain how his or her testimony would âbenefit the defense.â87 There are numerous problems with these requirements. First, as the defendants all point out, forum non conveniens typically is raised quite early in the course of a lawsuitâoften before any substantive discoveryâprecisely because the defendant wishes to avoid extensive litigation in the very venue alleged to be oppressive or vexatious.88 Indeed, if a defendant waits too long to raise the matter, there is a risk that the court may cite the defendantâs participation thus far as an indication that the plaintiffâs chosen venue is not, in fact, oppressive or vexatious. Requiring the defense to identify and disclose the witnesses and testimony that will be ânecessaryâ or âcriticalâ to its position in effect demands that the defense present a fully developed trial strategy. At such an early stage of the litigation, this is an unreasonably high burden. Indeed, in many cases, because the lawsuit will not yet have proceeded to discovery, the defense may not yet even have a thorough understanding of the facts of the case. The defense may not 86 Tranter, 303 A.3d at 1075-77. 87 Id. at 1077 (âNone of the affidavits contain information indicating how these potential witnessesâ testimonies would be relevant or necessary to Appelleesâ respective defenses.â); id. (âWith respect to the two individuals cited by the trial court in support of its decision to transfer, Jason Beener and Joshua Zappone, we note that they did not indicate in their affidavits or during their depositions how their testimony would benefit the defense.â). 88 As noted above, forum non conveniens is properly asserted by separate petition rather than preliminary objection, and technically âthere are no time limitations placed on a motion to transfer venue pursuant to Rule 1006(d)(1).â Zappala, 909 A.2d at 1283; see supra n.50. Nonetheless, the defendantsâ arguments that the matter is best addressed in the early stages of a lawsuit are well-taken. [J-2A-2025, J-2B-2025, J-2C-2025, J-2D-2025, J-2E-2025, J-2F-2025, J-2G-2025, J- 2H-2025, J-2I-2025, J-2J-2025, J-2K-2025, J-2L-2025, J-2M-2025, J-2N-2025 and J- 2O-2025] - 35 be able to identify evidence that will be ânecessaryâ or âcriticalâ to its trial strategy for months, or even years in some cases.89 The same difficulties inhere in the Superior Courtâs suggestion that witness affidavits must include the witnessesâ explanation of how their testimony will âbenefit the defense.â Again, the details of the defenseâs legal strategy may not be anywhere near developed at the point that the witness produces the affidavit. Even more significantly, fact witnesses such as those that the Superior Court identified are not parties to the litigation, nor are they counsel for any party, nor are they economically interested in the outcome of the litigation. It is wholly unclear why the Superior Court insists that disinterested, nonlawyer fact witnesses would be required to offer a legal opinion on how their testimony would âbenefit the defense.â It is doubly unwarranted to require that such witnesses detail this expected âbenefitâ within the four corners of an affidavit, when affidavits are not even essential to the satisfaction of the defendantâs burden to obtain a transfer of venue.90 We reject the Superior Courtâs imposition of a âkey witnessâ requirement upon a Rule 1006(d)(1) petitioner asserting forum non conveniens on the grounds of witness hardship. The petitioner necessarily must be able to identify the burdened witnesses and to provide the court with a general statement regarding the expected testimony, for such 89 As FedEx persuasively argues, demanding that counsel for the defense disclose their opinions of which witnesses will be ânecessaryâ or âcriticalâ to their trial strategy also at least arguably contravenes the attorney work product doctrine, which protects âthe mental impressions and processes of an attorney acting on behalf of a client, regardless of whether the work product was prepared in anticipation of litigation.â BouSamra v. Excela Health, 210 A.3d 967, 976 (Pa. 2019); see also Pa.R.Civ.P. 4003.3 (â[D]iscovery shall not include disclosure of the mental impressions of a partyâs attorney or his or her conclusions, opinions, memoranda, notes or summaries, legal research or legal theories.â); FedExâs Br. at 29-31. 90 See Bratic, 99 A.3d at 9-10. [J-2A-2025, J-2B-2025, J-2C-2025, J-2D-2025, J-2E-2025, J-2F-2025, J-2G-2025, J- 2H-2025, J-2I-2025, J-2J-2025, J-2K-2025, J-2L-2025, J-2M-2025, J-2N-2025 and J- 2O-2025] - 36 is necessary to establish that the identified individuals are, indeed, potential witnesses. However, exacting detail on the precise content of future testimony is not and cannot be required, nor are petitioners obligated to disclose their ultimate legal strategy or to characterize anticipated testimony as ânecessary,â âcritical,â or a âbenefitâ to that legal strategy. The identification of ordinary fact witnesses who can provide testimony establishing the events at issue in the litigation can suffice to satisfy the petitionerâs burden. Whether the existence or concentration of such witnesses establishes or contributes to a determination that a venue is oppressive is a matter we entrust to the discretion of the trial court. âTrial courts are vested with considerable discretion when ruling on such a motion, and â[i]f there exists any proper basis for the trial courtâs decision to transfer venue, the decision must stand.ââ91 Here, the trial courtâs exercise of its discretion to transfer the instant cases to Westmoreland County was wholly proper. The trial court recognized the defendantsâ identification of a large number of âthird-party witnesses (such as state troopers, medical and emergency responders, and eyewitnesses) who reside in or near Westmoreland County,â and discussed the various details about the facts of the crash that such witnesses would be able to provide.92 The trial court correctly noted that the âvast majorityâ of such witnesses would be required to travel well over two hundred miles to participate in litigation in Philadelphia, and that Pennsylvania courts have found venues to be oppressive where witnesses would be required to travel one hundred miles.93 The trial court reviewed the affidavits of the potential witnesses, who explained that traveling 91 Id. at 8 (quoting Zappala, 909 A.2d at 1284). 92 Trial Ct. Op. at 2, 4. 93 Id. at 2-3. [J-2A-2025, J-2B-2025, J-2C-2025, J-2D-2025, J-2E-2025, J-2F-2025, J-2G-2025, J- 2H-2025, J-2I-2025, J-2J-2025, J-2K-2025, J-2L-2025, J-2M-2025, J-2N-2025 and J- 2O-2025] - 37 such a distance âwould represent a significant financial burdenâ and âpresent significant disruptions to their personal and professional lives.â94 With the grounds for transfer to Westmoreland County established on the record, the trial courtâs decision reflects no abuse of its discretion whatsoever. The plaintiffsâ arguments to the contrary are unavailing. Where the plaintiffs quibble over the content of certain affidavits, questioning, for instance, precise travel times to Philadelphia by road or by air, it remains that âone needs no detailed affidavit to understand the difference in logistics necessitated by a separation of [two hundred] miles.â95 âIt is not necessary to articulate to a jurist the inherently empirical concept that distance and expedience are inversely proportional.â96 Both the plaintiffs and the Superior Court criticized a number of the witnessesâ affidavits for containing ânearly identicalâ claims of hardship.97 Yet, even a cursory consultation of Bratic reveals that ânearly identicalâ witness statements are not a barrier to relief. âThe affidavits here, of course, employed nearly identical language, as the factual basis for each is nearly identicalâthe oppressiveness of trial [two hundred] miles away, which is manifestly troublesome.â98 94 Id. at 2. 95 Bratic, 99 A.3d at 9. 96 Id. 97 Tranter, 303 A.3d at 1077 (âEach of the affidavits and statements describe in nearly identical terms the hardships that travelling [sic] to Philadelphia to testify would present to the individual, or to unnamed individuals in their employ.â (emphasis added)); Plaintiffsâ Br. at 55 (âAll of these eight individuals signed nearly identical affidavits affirming generally to the facts that travel to Philadelphia for trial would pose a âhardship,â and/or a âsignificant financial burdenâ because the distance to the Philadelphia Court of Common Pleas was in excess of 200 miles and would require approximately four or more hours of travel.â (emphasis added)). 98 Bratic, 99 A.3d at 10. [J-2A-2025, J-2B-2025, J-2C-2025, J-2D-2025, J-2E-2025, J-2F-2025, J-2G-2025, J- 2H-2025, J-2I-2025, J-2J-2025, J-2K-2025, J-2L-2025, J-2M-2025, J-2N-2025 and J- 2O-2025] - 38 âThe trial judge need not be told like a child how the distance in and of itself makes things more disagreeable and disruptive to the persons obliged to travel.â99 The plaintiffsâ central argument, however, is that no distance is necessarily burdensome because modern technology allows witnesses to testify remotely. We cannot agree. To be sure, virtual court appearance is a valuable tool when live, in-person proceedings cannot occur. Such technology allowed us to keep our courts open during the worst of the COVID-19 pandemic.100 But it is not an adequate substitute in the ordinary course. Importantly, absent emergency circumstances such as those brought about by the pandemic, our Rules of Civil Procedure do not provide for the virtual appearance of witnesses at trial as a matter of course.101 The plaintiffs cite no rule that would authorize the solution that they propose. The core of the plaintiffsâ argument is premised upon purely hypothetical procedural rules, rather than actual practice in Pennsylvania courts. Even if we hypothesize a state of affairs in which the plaintiffsâ suggestion would be authorized by general rule, we still would reject virtual court appearance as a universal solution to the problems of witness hardship that are recognized within the doctrine of forum non conveniens. The defendantsâ reference to scholarship suggesting that remote testimony may negatively impact perceptions of witness credibility is certainly of interest, 99 Id. 100 See In re Gen. Statewide Jud. Emergency, 228 A.3d 1283, 1285 (Pa. Mar. 18, 2020) (per curiam) (authorizing and encouraging the â[u]se of advanced communication technology to conduct court proceedingsâ during the COVID-19 pandemic). 101 The Rules of Civil Procedure do provide for video depositions and electronic filing of documents. See Pa.R.Civ.P. 4017.1 (Video Depositions), 205.4 (Electronic Filing and Service of Legal Papers). These Rules do not, however, address the use of live, two-way video testimony at trial. [J-2A-2025, J-2B-2025, J-2C-2025, J-2D-2025, J-2E-2025, J-2F-2025, J-2G-2025, J- 2H-2025, J-2I-2025, J-2J-2025, J-2K-2025, J-2L-2025, J-2M-2025, J-2N-2025 and J- 2O-2025] - 39 but one need not consult academic studies in order to appreciate the far more tangible downsides of virtual court proceedings. Nearly all who have practiced law in recent years are familiar with the drawbacks inherent in the technology. Live, in-person court proceedings do not suffer from frustrating connectivity problems, inadvertently muted microphones (or sounds captured on microphones that should be muted), or video feeds stuck on comical camera filters.102 Virtual court appearance is, at best, a backup solution when the alternative is unavailable. It is preferable in every regard for the parties, the witnesses, the attorneys, the judge, and the jury to be in a room with one another. The most significant problem with the plaintiffsâ reliance upon remote testimony, however, is that it lacks any limiting principle. If every assertion of the oppressiveness of a venue is met with a suggestion of virtual litigation, then the doctrine of forum non conveniens would meet its end. Indeed, plaintiffs appear to acknowledge that this would be the case.103 We decline the plaintiffsâ invitation to depart so radically from well- established law. Within the confines of the rules governing venue, plaintiffs are entitled to select the court in which they wish to bring suit, and their choice is âentitled to weighty consideration.â104 Yet, as one of the only avenues available to challenge the plaintiffsâ selection, it is essential that the doctrine of forum non conveniens remains viable, as âa necessary counterbalance to [e]nsure fairness and practicality.â105 102 See, e.g., Christina Zdanowicz, Lawyer tells judge âIâm not a catâ after a Zoom filter mishap in virtual court hearing, CNN (Feb. 10, 2021), https://edition.cnn.com/2021/02/09/us/cat-filter-lawyer-zoom-court-trnd (last visited September 19, 2025). 103 See Plaintiffsâ Br. at 17-18, 20-32. 104 Bratic, 99 A.3d at 6-7 (quoting Okkerse, 556 A.2d at 832). 105 Id. at 6 (quoting Okkerse, 556 A.2d at 832). [J-2A-2025, J-2B-2025, J-2C-2025, J-2D-2025, J-2E-2025, J-2F-2025, J-2G-2025, J- 2H-2025, J-2I-2025, J-2J-2025, J-2K-2025, J-2L-2025, J-2M-2025, J-2N-2025 and J- 2O-2025] - 40 The instant litigation exemplifies this very problem. This is not a close case. Given the scale of the crash, the emergency response, and the ensuing investigations, the number of potential witnesses is undoubtedly quite large, and Westmoreland County is nearly as far from Philadelphia as any location in Pennsylvania. If this is not a circumstance appropriate to invoke forum non conveniens, then it is difficult to imagine a case that would be. Were we to dismiss the defendantsâ concerns for witness hardship by mere reference to remote testimony, we would effectively be eliminating the doctrine of forum non conveniens from Pennsylvania law. We decline to do so. Because this is not a particularly close case, our analysis here may not provide a ready answer for all future cases in which questions of forum non conveniens arise. This is by design, and it is precisely why such decisions are entrusted to the discretion of our trial courts, who are in the best position to evaluate the circumstances of particular cases and to make reasoned judgments about the appropriateness of transferring venue. To borrow a passage from the Supreme Court of the United States in its Gulf Oil decision: Wisely, it has not been attempted to catalogue the circumstances which will justify or require either grant or denial of remedy. The doctrine leaves much to the discretion of the court to which plaintiff resorts, and experience has not shown a judicial tendency to renounce oneâs own jurisdiction so strong as to result in many abuses.106 The trial court here did not abuse its discretion in transferring the instant cases to Westmoreland County. The order of the Superior Court is reversed. Chief Justice Todd and Justices Donohue, Dougherty, Brobson and McCaffery join the opinion. 106 Gulf Oil Corp., 330 U.S. at 508. [J-2A-2025, J-2B-2025, J-2C-2025, J-2D-2025, J-2E-2025, J-2F-2025, J-2G-2025, J- 2H-2025, J-2I-2025, J-2J-2025, J-2K-2025, J-2L-2025, J-2M-2025, J-2N-2025 and J- 2O-2025] - 41 Justice Mundy files a concurring opinion in which Justice McCaffery joins. [J-2A-2025, J-2B-2025, J-2C-2025, J-2D-2025, J-2E-2025, J-2F-2025, J-2G-2025, J- 2H-2025, J-2I-2025, J-2J-2025, J-2K-2025, J-2L-2025, J-2M-2025, J-2N-2025 and J- 2O-2025] - 42
Case Information
- Court
- Pa.
- Decision Date
- September 25, 2025
- Status
- Precedential