In re Greenwood Air Crash

161 F.R.D. 387, 1995 WL 265345
District Court, S.D. Indiana·Decided February 7, 1995·No. No. IP 93-9446-CV-T/F·Published·Cited by 1 cases

Opinion

ENTRY AND ORDERS

on Solar Sources’ Motion to Compel (docket no. 71).

FOSTER, United States Magistrate Judge.

This matter is before the Court on the defendant Solar Sources, Inc.’s motion to compel plaintiff Marianne Williams McKinney, personal representative of the estate of Frank E. McKinney, Jr., deceased, to answer certain interrogatories and requests for production of certain documents. Mrs. McKinney responded to the majority of Solar Sources’ requests, but objected to interrogatory nos. 3(d), 48, and 49 in Sojar Sources’ “First Set of Interrogatories” and request nos. 11, 13, and 14 in its “First Request for Production”. In addition, Solar Sources contends that Mrs. McKinney’s response to request for production no. 3 was inadequate.1

1. Interrogatory no. 3(d).

Interrogatory no. 3(d) asks Mrs. McKinney to provide:

The names and addresses of each of decedent’s spouse’s employers for the past ten (10) years, a description of the services or work performed, and average weekly wage from each.

Mrs. McKinney’s response was “N/A”. Solar Sources thought this response was too abbreviated. In the ensuing exchange of correspondence between counsel, Mrs. McKinney explained that she interpreted the question,

to be a general information inquiry as to whether an employee/employer relationship, within the traditional meaning of the word, existed between Mrs. McKinney and some other entity or individual. We responded appropriately since no such relationship existed. If you attempt to expand the scope of the inquiry to include Mrs. McKinney’s personal finances, which are irrelevant and ‘not applicable’ to the wrongful death claim, we will continue to object.

(Solar Sources’ Motion, Exhibit D). In this motion, Solar Sources complains that Mrs. McKinney’s response is insufficient because it fails to state whether she was engaged in any vocation or work outside the home “even if such endeavors were charitable.” Solar Sources argues that, because the wrongful death statute permits Mrs. McKinney to recover for the deprivation of Mr. McKinney’s love, care, and affection, information on her outside activities is relevant to “the tangible impact of her husband’s death”, (Solar Sources’ Brief at 4), because “[t]he measure of damages between a widow who had no interests outside the home and one who was or is busily engaged in corporate and philanthropic affairs may be different”, (Solar Sources’ Reply at 9).

The substance of Mrs. McKinney’s response to the interrogatory, as subsequently clarified through counsel’s correspondence on August 18, 1994, is sufficient. First, regardless of whether information concerning Mrs. McKinney’s philanthropic, corporate, or other activities outside the home is relevant, Solar Sources asked solely for information regarding her employment history. She was asked only for the names of her “employers” and the “average weekly wage” she earned from each; the interrogatory did not ask for information regarding volunteer, philanthropic, or charitable work—or any non-employee/employer work, such as services performed as an independent contractor. In the subsequent correspondence, Mrs. McKinney stated that she was not involved in a traditional employer-employee relationship during the period in question. She is entitled to rely on the plain meaning of the interrogatory. If Solar Sources wanted a comprehensive list of all of Mrs. McKinney’s “outside activities”, they did not ask for one. Secondly, on the merits, I find Solar Sources’ asserted relationship between a wife’s outside activities and the extent of her loss as a result of the deprivation of her husband’s love, care, [392]*392and affection too tenuous to satisfy the liberal relevancy threshold of Fed.R.Civ.P. 26(b)(1).

Solar Sources’ motion to compel is denied to the extent that it requires Mrs. McKinney to provide a further substantive response to Interrogatory no. 3(d). However, inasmuch as interrogatories must be answered under oath and signed, Fed.R.Civ.P. 33(b)(1) and (2), the motion is granted to the extent that Mrs. McKinney is ordered to provide her counsel’s August 18,1994 supplemental answer in the proper Rule 33(b) form.

2. Interrogatory nos. 48 and 49.

Interrogatory no. 48 asks: “For the five (5) years preceding the death of the decedent, did you have income from any source?”. Subparts request Mrs. McKinney to identify the source, amount, reason for and duration of any such income, and whether the income continued after the decedent’s death. Interrogatory no. 49 requests similar information for the period after the decedent’s death. Mrs. McKinney responded as follows to Interrogatory no. 48:

See Answer to Interrogatory No. 11. Plaintiff objects for the further reason that said information is private and confidential. The discovery of which is not contemplated by Rule 26 of the Federal Rules of Civil Procedure or the Indiana Rules of Trial Practice.

Interrogatory no. 11 asked for information concerning objections to Mr. McKinney’s will. Mrs. McKinney objected:

Plaintiff objects to Interrogatory No. 11 for the reason that decedent’s Will, the terms of the Will, whether an objection was made to the Will, or any other information pertaining to decedent’s estate is irrelevant and immaterial and is not calculated to lead to discoverable information. The wealth, property or lack thereof of the decedent, the plaintiff or any potential beneficiary is not a relevant factor in determining pecuniary injuries compensable under the Indiana Wrongful Death Statute. A jury may not consider evidence of the wealth or property of the decedent or other potential beneficiary to determine damages resulting from the decedent’s death. Therefore, such information is not discoverable under the Federal Rules of Civil Procedure or the Indiana Rules of Trial Procedure.

Mrs. McKinney’s response to Interrogatory no. 49 simply referred to her response to no. 48.

Solar Sources argues that discovery of Mrs. McKinney’s income is “necessary for a complete understanding of a number of damage issues” and cites Indiana decisions in which, it contends, courts considered a surviving spouse’s income in evaluating the ex-cessiveness of a wrongful death award and in determining thé amount of pecuniary loss suffered by the surviving spouse. Relying on the language of the wrongful death statute, I.C. § 34-1-1-2, and the Indiana Pattern Jury Instructions, § 11.62, which state that the measure of wrongful death damages is the amount of support furnished by the decedent or the value of benefits the beneficiaries could have reasonably expected to receive from the decedent, and analogizing to the collateral source rule barring evidence of benefits received from other sources, Mrs. McKinney argues that her own wealth or poverty as a beneficiary is irrelevant in determining damages.

Mrs. McKinney is correct that a spouse’s wealth or poverty per se

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In re Greenwood Air Crash, 161 F.R.D. 387, 1995 WL 265345 (S.D. Ind. 1995).

161 F.R.D. 387 (In re Greenwood Air Crash) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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