Axelson, Inc. v. McIlhany

755 S.W.2d 170, 1988 Tex. App. LEXIS 1294, 1988 WL 54448
Court of Appeals of Texas·Decided May 31, 1988·No. 07-87-0256-CV·Published·Cited by 10 cases

Opinions

[172] DODSON, Justice.

In this original mandamus proceeding, Axelson, Inc. (“Axelson”) and U.S. Industries, Inc. (“USI”), hereinafter referred to as “relators,” request this Court to direct the Honorable Grainger W. Mcllhany, Judge of the Blst Judicial District of Wheeler County, to order discovery of certain matters in a cause of action pending in that court. In that regard, the relators have sought extensive discovery from Apache Corporation (“Apache”) and El Paso Exploration Company, n/k/a Meridian Oil Production, Inc. (“El Paso”), some of which has been denied by the trial court. Specifically, relators have requested (1) photographs of the well-site taken by Apache’s experts and attorneys (“the photographs”); (2) depositions of experts originally designated testifying experts by parties who later settled with Apache, now designated consulting experts (“the Arkla/Key experts”); (3) gas analyses performed at the request of one of Apache’s experts (“the Thurmond-McGlothlin gas analyses”); (4) depositions from several of Apache’s consulting experts (“the dual capacity witnesses”); and (5) documents reflecting Apache’s internal investigation of kickback schemes (“Apache’s kickback investigation”). Relators bring this mandamus proceeding complaining of the denial of these requests and ask this Court to direct discovery on these matters. We conditionally grant the writ of mandamus on items one and three above and deny the petition for writ of mandamus on the remaining matters.

The underlying suit from which discovery is sought arose from the 4 October 1981 blowout of the Key 1-11 gas well in Wheeler County, Texas. Apache was the operator of the well and a fifty percent working interest owner at the time of the blowout. El Paso owned the remaining fifty percent working interest. As a result of the blowout, several mineral owners brought suit against Apache and El Paso. Apache and El Paso, real parties in interest, subsequently filed a third party action against Axelson and USI, relators, for damages in connection with the cost of controlling the well and for the loss of their own property interest.

In Jampole v. Touchy, 673 S.W.2d 569, 572-73 (Tex.1984), the Court determined that mandamus is a proper remedy to correct trial court action where there has been an abuse of discretion by not permitting discovery and there is no remedy by appeal “that is ‘equally convenient, beneficial, and effective as mandamus.’ ” In that regard, the party resisting discovery has the burden of affirmatively pleading and establishing that discovery does not lie. Peeples v. Hon. Fourth Supreme Judicial Dist., 701 S.W.2d 635, 637 (Tex.1985); Giffin v. Smith, 688 S.W.2d 112, 114 (Tex.1985). In this instance, we will examine each discovery request individually to determine if Apache and El Paso have met their burden.

The Photographs

Relators sought discovery of several photographs of the Key 1-11 well-site and well equipment by filing, in the trial court, their First Request for Production addressed to Apache. Apache objected to this request on the basis that the photographs were taken by experts who had not been designated as testifying experts. The trial court denied relators’ request for the photographs. Relators then filed two more requests for production, each requesting, inter alia, all photographs of the Key 1-11 well. Apache responded by asserting the work product and consulting expert privileges of Texas Rule of Civil Procedure 166b(3)(a) and (c) * and refused to produce the requested photographs. Relators then filed a Motion for Inspection and Copying of Photographs and Negatives, which was granted by the court with the exception of the photographs subject to Apache’s work product and consulting expert exemptions under Rule 166b(3)(a) and (c). The trial court denied discovery of all photographs taken by Apache’s attorneys and consulting experts. Relators now seek a writ of [173] mandamus ordering the trial judge to allow discovery of these photographs.

At oral argument, counsel for Apache averred that its liability experts had been designated to testify and all photographs taken by those experts had been delivered to relators. Relators, in rebuttal, stated they had received the photographs taken by the experts, but claimed certain photographs taken by Apache’s attorneys had not been produced. By their first mandamus point, relators continue to maintain that the photographs taken by Apache’s attorneys have not been produced and are discoverable. We agree and conditionally grant the writ with regard to the photographs taken by Apache’s attorneys.

Apache claims these photographs are its attorneys’ work product and, therefore, exempt from discovery under Rule 166b(3)(a). The purpose of the work product exemption is to shelter the mental processes of the attorney, providing a privileged area within which the lawyer can analyze and prepare his or her case. United States v. Nobles, 422 U.S. 225, 238, 95 S.Ct. 2160, 2170, 45 L.Ed. 141 (1975) (applying the work product exemption to criminal trials). However, the leading case of Hickman v. Taylor, 329 U.S. 495, 511, 67 S.Ct. 385, 393-94, 91 L.Ed. 451 (1947), states that the broad policy against invasion of the attorney’s files does not make them absolutely immune from discovery.

In Texas, the work product exemption protects against disclosure of specific documents, reports, communications, memoranda, mental impressions, conclusions, opinions, or legal theories prepared and assembled in actual anticipation of litigation or for trial. It is not an umbrella for materials gathered in the ordinary course of the lawyer’s business. Evans v. State Farm Mut. Auto Ins. Co., 685 S.W.2d 765, 767 (Tex.App.—Houston [1st Dist.] 1985, writ ref'd n.r.e.).

The photographs sought by relators cannot be characterized as materials assembled in the ordinary course of business. However, Apache has presented no evidence that these photographs reflect the mental impressions, opinions, or legal theories of an attorney. The record merely contains the oral arguments of the attorneys in the trial court. No testimonial or affidavit evidence can be found in the record with regard to the photographs. Although an in camera inspection was requested, the trial court refused to grant the inspection, and neither party complains on appeal of that refusal. By presenting no evidence of the exemption, Apache has failed to meet its burden of proving the work product exemption. The photographs do not fall within the protected categories described in Evans; therefore, they are discoverable.

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Axelson, Inc. v. McIlhany, 755 S.W.2d 170, 1988 Tex. App. LEXIS 1294, 1988 WL 54448 (Tex. Ct. App. 1988).

755 S.W.2d 170 (Axelson, Inc. v. McIlhany) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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Axelson, Inc. v. McIlhany
755 S.W.2d 170 (Court of Appeals of Texas, 1988)