[Cite as Edy v. Farmers Property Casualty Ins. Co., 2024-Ohio-1047.]
IN THE COURT OF APPEALS FIRST APPELLATE DISTRICT OF OHIO HAMILTON COUNTY, OHIO
MELISSA EDDY, : APPEAL NO. C-230298 TRIAL NO. A-2202476 and : ALEXIS EDDY, : Plaintiffs-Appellees, O P I N I O N. : vs.
FARMERS PROPERTY CASUALTY : INSURANCE COMPANY, f.k.a. METROPOLITAN PROPERTY AND : CASUALTY INSURANCE COMPANY, : Defendant-Appellant.
Civil Appeal From: Hamilton County Court of Common Pleas
Judgment Appealed From Is: Affirmed
Date of Judgment Entry on Appeal: March 22, 2024
Rittgers Rittgers & Nakajima, Gus J. Lazares and Wesley M. Nakajima, for Plaintiffs- Appellees,
Collins Roche Utley & Garner, David W. Orlandini and Sunny L. Horacek, for Defendant-Appellant. OHIO FIRST DISTRICT COURT OF APPEALS
BOCK, Presiding Judge.
{¶1} This appeal requires us to examine whether an insurer’s claims file
created during the pendency of a lawsuit is discoverable when the insured
subsequently alleges that the insurer, in bad faith, delayed the handling, processing,
and ultimate payment of a benefits claim.
{¶2} Defendant-appellant Farmers Property Casualty Insurance Company,
formerly known as Metropolitan Property and Casualty Insurance Company
(“Farmers”), argues that its claims file is protected by the attorney-client privilege and
the work-product doctrine, and that the bad-faith exception does not apply after an
insured sues the insurer for coverage. But plaintiffs-appellees Melissa and Alexis
Eddy1 argue that an insurer’s allegedly delayed handling, processing, and paying a
claim in bad faith—as opposed to the insurer denying a claim in bad faith—renders the
claims file discoverable until the date of payment.
{¶3} We agree with the Eddys and hold that, in cases where insureds allege
that their insurer delayed their claim’s handling, processing, and payment in bad faith,
the insurer’s claims file is discoverable up to the date of payment. We further hold that
the trial court is not required to inspect a claims file in camera for privileged material
where the insurer’s assertions of the privilege are conclusory and fail to satisfy the
insurer’s burden under Civ.R. 26(B)(8).
I. Facts and Procedure
{¶4} In February 2020, Melissa sat in the passenger seat of a car driven by
her husband, Alexis, when Pamela Shooner crashed into the Eddys’ vehicle. Melissa
suffered neck injuries, ultimately requiring surgery.
1 As the Eddys share a surname, we refer to them individually by their first names.
2 OHIO FIRST DISTRICT COURT OF APPEALS
Negotiations and coverage lawsuit
{¶5} At the time of the crash, the Eddys held an underinsured motorist
(“UIM”) policy with Farmers, which provided coverage for injuries not covered by the
tortfeasor’s policy. Shooner’s policy covered up to $100,000 for bodily injury and
liability. The Eddy’s UIM policy limits were $250,000 per person and $500,000 per
accident.
{¶6} In June 2021, the Eddys informed Farmers that Shooner’s insurance
company tendered a $100,000 settlement offer, the policy maximum. Roughly one
week later, the Eddys demanded $150,000 under their UIM policy. Their demand
included medical records, bills, and a narrative from Melissa’s surgeon confirming
Melissa’s “spine surgery was directly related to acute injuries” from the collision. They
provided releases, a Medicare questionnaire, and a medical provider list to Farmers.
{¶7} In late July 2021, Farmers offered $33,312 to settle the Eddys’ UIM
claim. The following month, Farmers authorized acceptance of Schooner’s insurer’s
$100,000 settlement offer. Days later, the Eddys responded to the $33,312 offer with
a $148,000 demand, which Farmers countered with a $38,000 offer.
{¶8} In August 2021, the Eddys sued Farmers, asserting that they were
entitled to coverage under the policy, prejudgment interest, and costs.
{¶9} In late March 2022, Farmers offered the Eddys a $150,000 settlement,
conditioned on their waiver of any bad-faith claims. In April 2022, Farmers offered
the Eddys an unconditional $150,000 settlement to resolve their UIM benefits claims.
The Eddys accepted the April 2022 offer and dismissed the coverage action the
following month.
3 OHIO FIRST DISTRICT COURT OF APPEALS
Bad-faith lawsuit
{¶10} In July 2022, the Eddys sued Farmers for its alleged bad-faith
negotiation of their UIM claim, seeking compensatory damages, punitive damages,
attorney’s fees, prejudgment and postjudgment interest, and costs. The Eddys claimed
that Farmers “delayed in making any reasonable attempt to resolve” the claim and
“failed to promptly, adequately, and reasonably investigate the facts and
circumstances of the subject collision.” The Eddys alleged that Farmers “recklessly,
willfully, knowingly, intentionally, and/or maliciously” breached its duty and delayed
the resolution of the UIM claim “in the hopes that Plaintiffs would accept an amount
that was unreasonably low considering the nature and severity of Plaintiffs’ claims.”
{¶11} During discovery, the Eddys moved to compel Farmers’s discovery
responses. Relevant here, the Eddys requested Farmers’s “complete claim file for the
underlying claim.” Farmers immediately responded and produced portions of its
claims file. But the Eddys supplemented their motion, asserting that the response was
incomplete. The Eddys explained that Farmers withheld its claims file “from August
27, 2021 – April 4, 2022 (the day that Defendant finally offered to pay policy limits
without conditions)” and “provided no written responses or objections” regarding the
withheld portion of the claims file.
{¶12} Farmers’s memorandum in opposition challenged the relevancy of its
claims file after August 27, 2021, the day the Eddys filed their coverage complaint. The
parties filed responses and replies, disputing the appropriate cutoff dates for
discoverability of the claims file. In their final response to Farmers, the Eddys attached
a two-page privilege log from Farmers regarding the claims file.
{¶13} The trial court granted the Eddys’ motion to compel and ordered
Farmers to produce “the entire unredacted claim file up to the benefit-payment date 4 OHIO FIRST DISTRICT COURT OF APPEALS
of 04/11/22, which is the date of the check for underinsured motorist benefits to
Plaintiffs.” Further, the trial court overruled Farmers’s objections, explaining that
Farmers “has not provided written objections and responses to Plaintiffs’ Requests
[for Documents], thus any objections are waived.”
II. Law and Analysis
{¶14} On appeal, Farmers marshals two arguments in a single assignment of
error to challenge the trial court’s decision. First, it claims that the attorney-client
privilege and work-product doctrine protect the portions of its claim file created after
the Eddys filed their UIM coverage complaint. Second, Farmers argues that the trial
court was required to conduct an in-camera review of its claims file before ordering
the production of that file. On both points, we disagree.
Discovery, the attorney-client privilege, and the work-product doctrine
{¶15} Under Civ.R. 26, “[p]arties may obtain discovery regarding any matter,
not privileged, which is relevant to the subject matter involved in the pending action.”
Discovery is deliberately broad to facilitate “the free flow of information between the
parties,” because “ ‘[m]utual knowledge of all the relevant facts gathered by both
parties is essential to proper litigation.’ ” Weckel v. Cole + Russell Architects, 2013-
Ohio-2718, 994 N.E.2d 885, ¶ 24 (1st Dist.), quoting Hickman v. Taylor, 329 U.S. 495,
507, 67 S.Ct. 385, 91 L.Ed. 451 (1947). Generally, this court “review[s] the trial court’s
disposition of discovery issues under an abuse-of-discretion standard.” Grace v.
Mastruserio, 182 Ohio App.3d 243, 2007-Ohio-3942, 912 N.E.2d 608, ¶ 13 (1st Dist.).
{¶16} But when the “trial court’s discovery order involves an alleged privilege,
we review the order de novo.” Loukinas v. State Farm Mut. Auto. Ins. Co., 1st Dist.
Hamilton No. C-180462, 2019-Ohio-3300, ¶ 21, quoting Ward v. Summa Health Sys.,
128 Ohio St.3d 212, 2010-Ohio-6275, 943 N.E.2d 514, ¶ 13. Likewise, we review the 5 OHIO FIRST DISTRICT COURT OF APPEALS
trial court’s order to produce materials protected by the work-product doctrine de
novo. Shell v. Drew & Ward Co., L.P.A., 178 Ohio App.3d 163, 2008-Ohio-4474, 897
N.E.2d 201, ¶ 10 (1st Dist.).
{¶17} The attorney-client privilege is “ ‘one of the oldest recognized privileges
for confidential communications,’ ” and is governed by both R.C. 2317.02(A) and the
common law. Squire, Sanders & Dempsey, L.L.P. v. Givaudan Flavors Corp., 127 Ohio
St.3d 161, 2010-Ohio-4469, 937 N.E.2d 533, ¶ 17, quoting Swidler & Berlin v. United
States, 524 U.S. 399, 403, 118 S.Ct. 2081, 141 L.Ed.2d 379 (1998). The privilege
protects “confidences shared in the attorney-client relationship” to encourage legal
consultation and “ ‘aid in the administration of justice.’ ” Moskovitz v. Mt. Sinai Med.
Ctr., 69 Ohio St.3d 638, 660-661, 635 N.E.2d 331 (1994), quoting Lemley v. Kaiser,
6 Ohio St.3d 258, 264, 452 N.E.2d 1304 (1983). Communications are privileged if “ ‘(1)
legal advice of any kind is sought (2) from a professional legal adviser in his capacity
as such, (3) the communications relating to that purpose, (4) made in confidence (5)
by the client, (6) are at his instance permanently protected (7) from disclosure by
himself or by the legal adviser, (8) unless the protection is waived.’ ” Grace, 182 Ohio
App.3d 243, 2007-Ohio-3942, 912 N.E.2d 608, at ¶ 19, quoting Perfection Corp. v.
Travelers Cas. & Sur., 153 Ohio App.3d 28, 2003-Ohio-3358, 790 N.E.2d 817, ¶ 12
(8th Dist.). But the privilege is not absolute—it “applies only where necessary to
achieve its purpose and protects only those communications necessary to obtain legal
advice.” Perfection Corp. at ¶ 26.
{¶18} Beyond the attorney-client privilege, “certain aspects of an attorney’s
efforts on behalf of his client—reflected in ‘interviews, statements, memoranda,
correspondence, briefs, mental impressions, personal beliefs, and countless other
tangible and intangible ways’—may be protected from disclosure as attorney work 6 OHIO FIRST DISTRICT COURT OF APPEALS
product.” State v. Glenn, 165 Ohio St.3d 432, 2021-Ohio-3369, 179 N.E.3d 1205, ¶ 16,
quoting Hickman, 329 U.S. at 511, 67 S.Ct. 385, 91 L.Ed. 451. The law disfavors
disclosure of work product that “ ‘tends to reveal the attorney’s mental processes.’ ”
Id., quoting Upjohn Co. v. United States, 449 U.S. 383, 399, 101 S.Ct. 677, 66 L.Ed.2d
584 (1981). In Ohio, the work-product doctrine is governed by Civ.R. 26, which
protects “documents, electronically stored information and tangible things prepared
in anticipation of litigation or for trial by or for another party or by or for that other
party’s representative (including his attorney, consultant, surety, indemnitor, insurer,
or agent).” Civ.R. 26(B)(4). Yet, material that falls under this protection may be
discoverable “upon a showing of good cause thereof.” Id.
Discovery of claims file is not precluded in bad-faith actions
{¶19} In Ohio, it is well established that “documents and other things showing
the lack of a good faith effort to settle by a party or the attorneys acting on his or her
behalf are wholly unworthy of the protections afforded by any claimed privilege.”
Moskovitz, 69 Ohio St.3d at 661, 635 N.E.2d 331; see Givaudan Flavors, 127 Ohio
St.3d 161, 2010-Ohio-4469, 937 N.E.2d 533, at ¶ 30 (identifying exceptions to the
attorney-client privilege and explaining that the “privilege does not apply when the
client seeks to abuse the attorney-client relationship.”).
{¶20} Insurers like Farmers have a duty to handle and pay an insured’s claims
in good faith. See Stewart v. Siciliano, 2012-Ohio-6123, 985 N.E.2d 226, ¶ 12 (11th
Dist.). An insurer’s “breach of this duty gives rise to a cause of action in tort against
the insurer.” Id. Bad faith can be found where an insurer’s actions are “not predicated
upon circumstances that furnish reasonable justification therefor.” Zoppo v.
Homestead Ins. Co., 71 Ohio St.3d 552, 644 N.E.2d 397 (1994), paragraph one of the
syllabus. “An insurer lacks reasonable justification for denying a claim when its refusal 7 OHIO FIRST DISTRICT COURT OF APPEALS
to pay is based upon an arbitrary or capricious belief that the insured is not entitled to
coverage.” Drouard v. United Servs. Auto. Assn., 6th Dist. Lucas No. L-06-1275, 2007-
Ohio-1049, ¶ 17. Bad-faith claims include “an insurer’s ‘footdragging’ in handling and
evaluating the claim or an unreasonably low settlement offer.” Crane Serv. &
Inspections, LLC v. Cincinnati Specialty Underwriters Ins. Co., 12th Dist. Butler No.
CA2018-01-003, 2018-Ohio-3622, ¶ 24.
{¶21} In Moskovitz, the Ohio Supreme Court considered the scope of
discovery in an action for prejudgment interest for a lack of a good-faith effort to settle
and held that “neither the attorney-client privilege nor the so-called work product
exception precludes discovery of the contents of an insurer’s claims file.” Moskovitz at
paragraph three of the syllabus. Instead, “[t]he only privileged matters contained in
the file are those that go directly to the theory of defense of the underlying case in
which the decision or verdict has been rendered.” The court explained that materials
“showing the lack of a good faith effort to settle by a party or the attorneys acting on
his or her behalf are wholly unworthy of the protections afforded by any claimed
privilege.” Id. at 661. The court reasoned that typically “the only way for a party to
prove another party’s failure to make a good faith effort to settle is by obtaining the
claims file of an insurer.” Id. at 661. Denying access to the claims file in this context
would “undermine the entire purpose of a hearing on the issue of prejudgment
interest, i.e., to ascertain the truth regarding good faith efforts to settle.” Id. at 662.
{¶22} The Ohio Supreme Court extended that principle in Boone v. Vanliner
Ins. Co., 91 Ohio St.3d 209, 744 N.E.2d 154 (2001), and held, “in an action alleging
bad faith denial of insurance coverage, the insured is entitled to discover claims file
materials containing attorney-client communications related to the issue of coverage
that were created prior to the denial of coverage.” Id. at 214. In doing so, the court 8 OHIO FIRST DISTRICT COURT OF APPEALS
reaffirmed the principle that “claims file materials that show an insurer’s lack of good
faith * * * are unworthy of protection.” Id. at 213.
{¶23} The Boone court distinguished bad-faith coverage-denial claims from
bad-faith settlement claims when determining what parts of the claims file remain
protected. Because “the lack of a good faith effort to settle involves conduct that may
continue throughout the entire claims process,” documents “containing attorney-
client communications and work product that go directly to the theory of defense in
the underlying claim are protected.” Id. But in coverage-denial cases like Boone, “a
lack of good faith in determining coverage involves conduct that occurs when
assessment of coverage is being considered” and therefore documents related to a bad-
faith claim “would have been created prior to the denial of coverage.” Id.
The claims file is discoverable up to the date of payment
{¶24} Farmers equates the Eddys’ initiation of their UIM coverage lawsuit to
the insurer’s denial of coverage in Boone, arguing that the Eddys are entitled to the
contents of its claims file up to the “constructive denial date,” or the day the Eddys
filed their UIM coverage complaint. To support its “constructive denial date” theory,
Farmers relies on Chubb Custom Ins. Co. v. Grange Mut. Cas. Co., S.D.Ohio No. 2:07-
CV-1285, 2012 U.S. Dist. LEXIS 54305, 14 (Apr. 17, 2012). But in Chubb, the insurer
filed the action for a declaratory judgment in response to a demand for
indemnification, a filing that the insurer construed “as its formal denial of indemnity
coverage.” Id. at 14. Here, the Eddys sought to enforce their coverage rights in the
underlying UIM lawsuit. We decline to adopt the Eddys’ filing of the complaint as a
constructive denial of coverage.
{¶25} Farmers directs us to several cases from federal and state courts to argue
that an order to produce communications and documents created after litigation 9 OHIO FIRST DISTRICT COURT OF APPEALS
between an insurer and an insured party is improper, and that those materials “cannot
even be evidence of bad faith.” Farmers devotes a nontrivial portion of its brief to quote
the Supreme Court of Montana’s analysis of whether an insurer’s conduct in an
underlying suit is relevant and admissible2 in a subsequent bad-faith suit. See Palmer
by Diacon v. Farmers Ins. Exchange, 261 Mont. 91, 123, 861 P.2d 895 (1993). Farmers
is correct that the Palmer court reasoned that public policy favors “extreme caution in
deciding to admit such evidence even if it is relevant to the insurer’s initial decision to
deny the underlying claim.” Id. at 123. And it questioned the need to rely on litigation
conduct as evidence of an insurer’s bad faith. Id. But Farmers ignores the Palmer
court’s rejection of a “blanket prohibition” of an insurer’s litigation conduct as
evidence of bad faith, because “[i]n some instances, however, evidence of the insurer’s
post-filing conduct may bear on the reasonableness of the insurer’s decision and its
state of mind when it evaluated and denied the underlying claim.” Id.
{¶26} The Eddys argue, and we agree, that Unklesbay v. Fenwick, 167 Ohio
App.3d 408, 2006-Ohio-2630, 855 N.E.2d 516 (2d Dist.), governs the scope of
discovery in this case. In Unklesbay, Charles Unklesbay sued his insurer for UIM
benefits under his policy and included a bad-faith claim “based on Preferred Mutual’s
alleged refusal to investigate and failure to pay his claim.” Id. at ¶ 4. Following
discovery disputes, the trial court ordered the production of the “claims file materials
that were created prior to [Preferred Mutual]’s payment of insurance benefits.” Id. at
¶ 6. On appeal, the Second District relied on Boone to hold that “claims-file materials
showing an insurer’s lack of good faith in processing, evaluating, or refusing to pay a
claim are unworthy of the protection afforded by the attorney-client or work-product
2 We note that information “need not be admissible in evidence to be discoverable.” Civ.R. 26(B)(1).
10 OHIO FIRST DISTRICT COURT OF APPEALS
privilege. This is true regardless of whether the insurer ever denied the claim outright.”
Id. at ¶ 16. Addressing the cutoff date for discovery of the claims file, the Unklesbay
court held that “attorney-client and work-product documents relevant to Unklesbay’s
bad-faith claim could have been created until the time that Preferred Mutual quit
dragging its feet, settled his claim, and paid him benefits.” Id. at ¶ 26.
{¶27} The circumstances in this case differ from those in bad-faith lawsuits
filed after the insurer has denied a claim. When an insurer’s claim denial is at issue,
any evidence related to the insurer’s alleged bad-faith claims processing or denial
would have been created before the claim was denied and before the lawsuit was filed.
But here, Farmers agreed to pay the limits of the Eddys’ policy while the Eddys’
coverage lawsuit was pending. And Farmers does not suggest that its duty to process
and handle the Eddys’s claim in good faith ended when the Eddys filed their UIM
complaint. Indeed, it cited a case explaining as much. See Palmer, 261 Mont. at 113,
861 P.2d 895 (“Courts have held, and we agree, that an insurer’s duty to deal fairly and
not to withhold payment of valid claims does not end when an insured files a complaint
against the insurer.”).
{¶28} It follows that the claims file could include evidence related to the
Eddys’ allegations of bad faith up to the payment date. We adopt the reasoning of
Unklesbay and hold that when insureds like the Eddys allege that their insurer
unreasonably delayed its handling, processing, and payment of a benefits claim in bad
faith, the insureds are entitled to portions of the claims file showing a lack of good faith
up to the benefit-payment date.
Farmers failed to satisfy its burden under Civ.R. 26(B)(8)(a)
{¶29} Next, Farmers argues that the trial court failed to require a prima-facie
showing of bad faith and failed to conduct an in-camera review of the claims file as 11 OHIO FIRST DISTRICT COURT OF APPEALS
required by R.C. 2317.02(A)(2). Farmers maintains that an in-camera inspection of
the claims file is necessary as only materials related to an insurer’s bad faith are subject
to the bad-faith exception.
{¶30} R.C. 2317.02(A) sets forth exceptions to the attorney-client privilege
and provides, in relevant part:
[I]f the client is an insurance company, the attorney may be compelled
to testify, subject to an in camera inspection by a court, about
communications made by the client to the attorney or by the attorney to
the client that are related to the attorney’s aiding or furthering an
ongoing or future commission of bad faith by the client, if the party
seeking disclosure of the communications has made a prima-facie
showing of bad faith, fraud, or criminal misconduct by the client.
The parties dispute the application of R.C. 2317.02(A) to documents containing
privileged communications. Compare Grace, 182 Ohio App.3d 243, 2007-Ohio-3942,
912 N.E.2d 608, at ¶ 23, with Jackson v. Greger, 110 Ohio St.3d 488, 2006-Ohio-
4968, 854 N.E.2d 487, ¶ 7, fn. 1.
{¶31} But resolving this dispute is unnecessary as Farmers failed to satisfy its
initial burden when it opposed the Eddys’ motion to compel. Under Civ.R. 26(B)(8), a
party’s withholding information under a claim of privilege must be “supported by a
description of the nature of the documents, communications, or things not produced
that is sufficient to enable the demanding party to contest the claim.” Farmers, “the
party seeking protection under a privilege, * * * had the burden of demonstrating that
a privilege exists.” A Morgan Bldg. Group, LLC v. Owners Ins. Co., 2023-Ohio-3133,
224 N.E.3d 150, ¶ 14 (9th Dist.). Without sufficient information, a trial court is unable
12 OHIO FIRST DISTRICT COURT OF APPEALS
to “determine[] whether the information sought is privileged.” State v. E.I. Du Pont de
Nemours & Co., 4th Dist. Washington No. 20CA30, 2021-Ohio-2614, ¶ 18.
{¶32} The withholding party can satisfy this burden with a privilege log or any
form that furnishes a sufficiently “detailed account of the material for which privilege
is claimed.” N.E. Monarch Constr., Inc. v. Morganti Ent., 8th Dist. Cuyahoga No.
109845, 2021-Ohio-2438, ¶ 13. But regardless of form, “ ‘[m]erely stating a “broad and
generalized claim of attorney-client privilege” for all responsive communications that
are allegedly privileged is insufficient.’ ” Drummond v. State Farm Mut. Auto Ins. Co.,
2023-Ohio-283, 206 N.E.3d 1274, ¶ 25 (10th Dist.), quoting Total Quality Logistics,
LLC v. BBI Logistics LLC, 12th Dist. Clermont No. CA2021-04-012, 2022-Ohio-1440,
¶ 22, quoting Cousino v. Mercy St. Vincent Med. Ctr., 2018-Ohio-1550, 111 N.E.3d 529,
¶ 44 (6th Dist.). Rather, “ ‘there must be some factual basis to support the privilege
claim, such as “stat[ing] that communications were made between attorney and client
for the purpose of procuring legal advice or representation.” ’ ” Id., quoting Total
Quality Logistics at ¶ 22, quoting Cargotec, Inc. v. Westchester Fire Ins. Co., 155 Ohio
App.3d 653, 2003-Ohio-7257, 802 N.E.2d 732, ¶ 13 (6th Dist.).
{¶33} Farmers failed to respond to the Eddys’ initial motion to compel
discovery of the claim file. Farmers responded to the Eddys’ supplemental filing and
opposed the production of documents with a generalized claim that producing the
documents generated during the UIM coverage lawsuit “would involve production of
Farmers communications with counsel after litigation was initiated and its work-
product in defending the lawsuit filed by Plaintiffs.” Farmers supplemented that filing
with another broad assertion that “Ohio Law provides that Farmers’ claim file past
that point is protected by the work product and attorney client privileges.” With each
13 OHIO FIRST DISTRICT COURT OF APPEALS
filing, Farmers failed to support its assertion of privilege with a privilege log or other
information demonstrating grounds for its assertion.
{¶34} The record does include a privilege log from Farmers, which was
attached to the Eddys’ filing in support of their argument that the log was deficient.
The log identifies 20 documents created after the start of the UIM litigation, five of
which were withheld due to a claim of “work product privilege and attorney client
privilege.” Those five documents consist of (1) “Legal fee invoices from Roetzel &
Andress” authored by “Roetzel & Andress,” (2) “Claim file Log Notes created on
8/27/21 and after” authored by “Various,” (3) “Manual Injury Evaluation” authored
by “X,” and (4-5) two letters to Bradley Snyder authored by Vivian Hairston.
{¶35} But there is no indication that the invoices are itemized or contain a
narrative, and “ ‘a simple invoice ordinarily is not privileged.’ ” State ex rel. Dawson
v. Bloom-Carroll Local School Dist., 131 Ohio St.3d 10, 2011-Ohio-6009, 959 N.E.2d
524, ¶ 28, quoting Hewes v. Langston, 853 So.2d 1237, ¶ 45 (Miss.2003). And Farmers
provided no information about the other four documents that created a factual basis
to support its claimed privilege, that these communications related to legal advice. The
log merely states, in a conclusory manner, that the documents are privileged. This is
insufficient to satisfy Farmers’s burden under Civ.R. 26(B)(8).
{¶36} In sum, we hold that the trial court appropriately ordered the
production of Farmers’s claims file up to the benefits-payment date. In doing so, we
adopt the reasoning of Unklesbay. Furthermore, Farmers failed to satisfy its burden
under Civ.R. 26(B)(8) when it withheld information under a claim of privilege.
III. Conclusion
{¶37} We overrule the sole assignment of error and affirm the trial court’s
judgment. 14 OHIO FIRST DISTRICT COURT OF APPEALS
Judgment affirmed.
ZAYAS and KINSLEY, JJ., concur.
Please note:
The court has recorded its entry on the date of the release of this opinion.