JESSICA WALTERS v. STEPHEN L. MURRAY

CourtCourt of Appeals of Georgia
DecidedMay 13, 2026
DocketA26A0775
StatusPublished

This text of JESSICA WALTERS v. STEPHEN L. MURRAY (JESSICA WALTERS v. STEPHEN L. MURRAY) is published on Counsel Stack Legal Research, covering Court of Appeals of Georgia primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
JESSICA WALTERS v. STEPHEN L. MURRAY, (Ga. Ct. App. 2026).

Opinion

FIRST DIVISION BARNES, P. J., MARKLE and HODGES, JJ.

NOTICE: Motions for reconsideration must be physically received in our clerk’s office within ten days of the date of decision to be deemed timely filed. https://www.gaappeals.gov/rules

May 13, 2026

In the Court of Appeals of Georgia A26A0774. FALCON MARKETING, LLC v. MURRAY et al. A26A0775. WALTERS v. MURRAY et al.

BARNES, Presiding Judge.

These companion appeals arise out of a discovery dispute between the

defendants and certain non-parties in a personal injury action. As part of that dispute,

the trial court entered an order granting in part and denying in part non-party Falcon

Marketing, LLC’s (“Falcon”) motion to quash a subpoena for the deposition of its

company representative and the production of documents, denying the motion to

quash a subpoena for the deposition of non-party Jessica Walters (Falcon’s National

Sales Director), and granting Falcon a protective order but with restrictions to its

scope requested by the defendants. In Case No. A26A0774, Falcon challenges the trial court’s denial in part of its motion to quash, and in Case No. A26A0775, Walters

challenges the court’s denial of her motion to quash.1 Both appellants also challenge

certain terms of the protective order. For the reasons discussed below, we affirm in

part, vacate in part, and remand for further proceedings consistent with this opinion

in Case No. A26A0774. We affirm in Case No. A26A0775.

The record reflects that Sebrina Michael sued Stephen Murray, New Leaf

Landscape Services, Inc., and John and Jane Doe defendants for damages arising from

an automobile accident.2 As part of her damages, Michael sought to recover the full

value of her past and future medical expenses, including expenses for treatment

provided by Ortho Sport & Spine Physicians, LLC (“Ortho Sport”). Ortho Sport is

an orthopedic medical practice with locations in several states. See Medernix v.

Snowden, 372 Ga. App. 48, 48 (903 SE2d 728) (2024).

1 Falcon and Walters were entitled to directly appeal the trial court’s order. See WellStar Kennestone Hosp. v. Roman, 344 Ga. App. 375, 377 n.6 (810 SE2d 600) (2018) (“[An] order denying a disinterested non-party’s motion to quash or modify a subpoena is directly appealable under the collateral order doctrine.”). 2 In reciting the factual and procedural history of these companion appeals, we have taken into account the appellate records from both cases. See Sentinel Offender Svcs. v. Glover, 296 Ga. 315, 321 n.13 (766 SE2d 456) (2014) (reviewing courts may take judicial notice of the records in companion appeals). 2 During the ensuing litigation, the defendants served Falcon, a marketing agency

that performed marketing services for Ortho Sport, with a subpoena and notice to take

the deposition of a company representative under OCGA § 9-11-30(b)(6) (“Rule

30(b)(6)”) accompanied with a list of deposition topics and requests for the

production of documents. The defendants sought information about referrals to Ortho

Sport by Michael’s attorneys and other law firms, the efforts of Ortho Sport to market

and solicit referrals from law firms, and the corporate structure of Falcon and its

business relationship with Ortho Sport and its subsidiaries. Additionally, the

defendants served Walters, Falcon’s National Sales Director, with a subpoena and

notice to take her deposition.3

3 The defendants also served Ortho Sport and its claims manager, Medernix, LLC, with requests for production of documents and database materials. After a dispute arose over those discovery requests, the trial court entered an order granting the defendants’ motion to compel production of the database report and other requested materials, as well as a protective order requiring redactions of patients’ personal health information. Ortho Sport and Medernix appealed the trial court’s orders to this Court. Relying on Medernix, 372 Ga. App. 48, we vacated those orders to the extent that they required Ortho Sport and Medernix to create and produce the database report and remanded for further proceedings consistent with our opinion. See Ortho Sport & Spine Physicians v. Murray, A24A1310, A24A1311, slip. op. at 5-6 (Ga. App. Sept. 13, 2024) (unpublished). While the defendants originally requested that Falcon produce the same database report, they later withdrew that request. 3 Falcon and Walters filed a joint motion to quash the subpoenas and for entry of

a protective order, contending that the deposition topics and document requests

sought irrelevant information for a car accident case and were overly broad and unduly

burdensome in light of the scope and number of topics and requests. They further

contended that to the extent that the discovery sought by the defendants was relevant,

the proper source of the information was Ortho Sport, “not a nonparty marketing

company and its employee.”

In response to the motion to quash, the defendants, relying on LinkedIn profiles

of Falcon and Ortho Sport employees, social media posts, deposition testimony, and

other documents, alleged that Falcon was “an entity created and operated by Ortho

Sport for the purposes of marketing to attorneys, soliciting attorney referrals of

personal injury patients, and tracking those same referrals” so that Ortho Sport could

“conceal its marketing and referral seeking efforts” and “evade discovery

obligations.” According to the defendants, Falcon possessed database information

showing “how many referrals Ortho Sport has gotten from [Michael’s] attorneys in

this case, personal injury attorneys in general, and the amount of money Ortho Sport

is making from those referral streams.” Relying on our decision in Medernix, 372 Ga.

4 App. 48, the defendants asserted that the attorney referral information was

discoverable because it was relevant to the bias, intent, and motive of the Ortho Sport

physicians who treated Michael and would be testifying in the case.

Following a hearing, the trial court entered its order granting in part and

denying in part the motion to quash. The trial court agreed with the defendants that

attorney “referral information can be relevant to show the bias of a treating physician

and is discoverable” and that the deposition topics and document requests were

“reasonably calculated to lead to the discovery of evidence relevant to Ortho Sport

and its physicians’ bias, intent, and motive as well as the reasonableness and necessity

of Ortho Sport’s medical bills issued to [Michael].” The trial court, however, limited

the scope and time frame covered by some of the Rule 30(b)(6) deposition topics and

document requests. As to Walters, the trial court denied her motion to quash her

deposition, finding that “she is likely to have knowledge regarding attorney referrals

to Ortho Sport as well as discoverable information regarding Ortho Sport’s efforts to

market and solicit referrals from personal injury attorneys.” Additionally, the trial

court granted a protective order prohibiting the publication or distribution of Falcon’s

marketing materials outside of the case, “except that Defendants and/or their counsel

5 will be permitted to provide any part of Falcon[’s] ... production to any other Court

or judge on an in-camera basis as reasonably necessary.” The trial court further

specified that “[m]aterials as defined in this protective order are limited to documents

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Sechler Family Partnership v. Prime Group, Inc.
567 S.E.2d 24 (Court of Appeals of Georgia, 2002)
Harrison v. Regents of the University System
109 S.E.2d 854 (Court of Appeals of Georgia, 1959)
Wachovia Insurance Services, Inc. v. Fallon
682 S.E.2d 657 (Court of Appeals of Georgia, 2009)
Canada v. Shropshire
501 S.E.2d 860 (Court of Appeals of Georgia, 1998)
Sentinel Offender Services, LLC v. Glover
766 S.E.2d 456 (Supreme Court of Georgia, 2014)
Bowden v. the Medical Center, Inc.
773 S.E.2d 692 (Supreme Court of Georgia, 2015)
Wellstar Kennestone Hospital v. Roman.
810 S.E.2d 600 (Court of Appeals of Georgia, 2018)
ML Healthcare Services, LLC v. Publix Super Markets, Inc.
881 F.3d 1293 (Eleventh Circuit, 2018)
Stephens v. Castano-Castano.
814 S.E.2d 434 (Court of Appeals of Georgia, 2018)
Northside Hospital Inc. v. E. Kendrick Smith
820 S.E.2d 758 (Court of Appeals of Georgia, 2018)
Lloyd v. State
149 S.E. 174 (Court of Appeals of Georgia, 1929)
A Southern Outdoor Promotions, Inc. v. National Banner Co.
449 S.E.2d 684 (Court of Appeals of Georgia, 1994)
Chrysler Grp. LLC v. Walden
812 S.E.2d 244 (Supreme Court of Georgia, 2018)
Norfolk Southern Railway v. Hartry
729 S.E.2d 656 (Court of Appeals of Georgia, 2012)
In re Whittle
793 S.E.2d 123 (Court of Appeals of Georgia, 2016)
CHRYSLER GROUP LLC v. WALDEN
303 Ga. 358 (Supreme Court of Georgia, 2018)
GENERAL MOTORS, LLC v. BUCHANAN
874 S.E.2d 52 (Supreme Court of Georgia, 2022)

Cite This Page — Counsel Stack

Bluebook (online)
JESSICA WALTERS v. STEPHEN L. MURRAY, Counsel Stack Legal Research, https://law.counselstack.com/opinion/jessica-walters-v-stephen-l-murray-gactapp-2026.