DocketNumber: No. 98AP-1535.
Judges: BOWMAN, J.
Filed Date: 12/2/1999
Status: Non-Precedential
Modified Date: 7/6/2016
Verona was insured by State Farm Insurance Company, who offered to settle Boone's claim for the full policy limits of $100,000. Boone sought underinsurance coverage from defendant-appellant, Vanliner Insurance Company, which had issued policies to Boone personally, as well as to his employer. Vanliner denied coverage. Boone filed a declaratory judgment action seeking a judgment that he was entitled to uninsured/underinsured coverage and that Vanliner was obligated to pay him for the uninsured coverage. Boone also filed a claim alleging that Vanliner denied coverage in bad faith. To support his bad-faith claim, Boone sought Vanliner's claims file in discovery. Vanliner filed a motion for a protective order and objected to the disclosure of the documents based upon relevancy, attorney-client privilege and work-product privilege. The trial court conducted an in camera inspection of the claims file and sustained the objection as to some documents, overruled the objection as to other documents and ordered them to be produced with some of the documents containing redactions. Vanliner has appealed, pursuant to R.C.
THE TRIAL COURT COMMITTED PREJUDICIAL ERROR BY ORDERING DEFENDANT-APPELLANT TO PRODUCE TO PLAINTIFF-APPELLEE DOCUMENTS PROTECTED BY THE ATTORNEY-CLIENT PRIVILEGE AND WORK-PRODUCT PRIVILEGE.
In its brief, Vanliner claimed that the documents are not discoverable based only upon the attorney-client privilege and the work product doctrine, but, during oral argument, Vanliner also argued that the documents were irrelevant to the bad-faith claim.
"``[T]he burden of showing that testimony [or documents] sought to be excluded under the doctrine of privileged attorney-client communications rests upon the party seeking to exclude [them].'" Peyko v. Frederick (1986),
The following persons shall not testify in certain respects:
(A) An attorney, concerning a communication made to the attorney by a client in that relation or the attorney's advice to a client, except that the attorney may testify by express consent of the client or, if the client is deceased, by the express consent of the surviving spouse or the executor or administrator of the estate of the deceased client and except that, if the client voluntarily testifies or is deemed by section
2151.421 of the Revised Code to have waived any testimonial privilege under this division, the attorney may be compelled to testify on the same subject[.]
In the syllabus of State v. McDermott (1995),
Civ.R. 26(B)(3) provides that a party may obtain discovery of documents prepared in anticipation of litigation upon a showing of good cause. In Zoppo v. Homestead Ins. Co. (1994),
The trial court relied upon Peyko and Moskovitz to determine that the documents were discoverable. In Moskovitz, the Supreme Court excluded from discovery for purposes of R.C.
The documents have been numbered from 000000-001741 and are organized into three volumes. Vanliner contends that the trial court erred in ordering the production of the following documents: 581, 582, 597-601, 676, 677, 885-890, 892, 896, 899-900, 902-907, 1106, 1107, 1151, 1152 and 1153. Documents 597-601 were generated before the lawsuit was filed on June 12, 1997, and Vanliner has agreed that these documents are discoverable; however, Vanliner has requested that parts of these documents should be redacted because they contain references to communications with Vanliner's counsel while the trial court found that the documents should be produced without redactions. Documents 597, 598, 600 and 601 are simply duplicates of documents 858, 859, 861 and 862. The trial court redacted the requested portions of 858, 859, 861 and 862, but not of 597, 598, 600 and 601. Since these documents are duplicates, the trial court erred in not ordering similar redactions of 597, 598, 600 and 601.
Document 599 is a duplicate of 860, but the trial court did not order a redaction in either document. The requested redaction in document 599 merely states facts already in evidence and is not privileged.
The remainder of the documents (581,1 582, 676, 677, 885-890, 892, 896, 899, 900, 902-907, 1106, 1107, 1151-1153) were generated after the lawsuit was filed, and consist of handwritten notes or memos relating to Boone's lawsuit and are protected under the attorney-client privilege or the work-product doctrine.
As such, Vanliner must produce the following documents: 597, 598, 600 and 601 with requested redactions, and 599. The remainder of the documents are privileged and need not be produced. Vanliner's assignment of error is well-taken in part.
For the foregoing reasons, Vanliner's assignment of error is sustained in part and overruled in part, and the judgment of the Franklin County Court of Common Pleas is affirmed in part and reversed in part, and this cause is remanded to that court for further proceedings consistent with this decision.
Judgment affirmed in part, reversed in part and cause remanded.
KENNEDY and BRYANT, JJ., concur.