JONES v. SWEPI LP

District Court, W.D. Pennsylvania·Decided October 28, 2020·No. 2:19-cv-00050·Unknown

Opinion

IN THE UNITED STATES DISTRICT COURT FOR THE WESTERN DISTRICT OF PENNSYLVANIA

ROSA JONES, ADMINISTRATIX of ) the ESTATE of MARC JONES, ) DECEASED, ) ) Plaintiff, ) 2:19-cv-00050 ) v. ) ) SWEPI L.P. et al., ) ) Defendants. )

OPINION Mark R. Hornak, Chief United States District Judge Pending before the Court is Defendant Consolidated Rig Works, L.P.’s (“Consolidated Rig”) Motion for a Protective Order seeking to prevent discovery of multiple email threads, field service reports, and an internal memorandum. (ECF No. 95.) Plaintiff Rosa Jones asserts that Consolidated Rig’s “blanket assertions” that the disputed documents are work product falls well short of meeting the invoking-party’s burden. (ECF No. 96.) And even if blanket assertions were enough, Ms. Jones argues that the documents at issue were not created primarily for the purpose of litigation, thus placing the documents outside the work product doctrine’s protection. For the reasons that follow, except for the December 12, 2018, emails identified in paragraph thirty-six (36) of its Motion, Consolidated Rig’s Motion is DENIED. Because Ms. Jones withdrew her request for the December 12, 2018 emails (ECF No. 96, at ¶ 36), Consolidated Rig’s Motion as to those emails is DENIED AS MOOT. I. LEGAL STANDARD Federal Rule of Civil Procedure 26(b)(3) governs work product protection for documents. The Rule provides: “Ordinarily, a party may not discover documents and tangible things that are prepared in anticipation of litigation or for trial by or for another party or its representative (including the other party’s attorney, consultant, surety, indemnitor, insurer, or agent).” Fed. R. Civ. P. 26(b)(3). But the Rule allows for disclosure of otherwise protected work product if the requesting “party shows that it has substantial need for the materials to prepare its case and cannot, without undue hardship, obtain their substantial equivalent by other means.” Id.

To determine whether the work product doctrine protects a document, the Court conducts a two-part inquiry: First, the Court asks whether litigation could reasonably have been anticipated when the document was created. Second, the Court asks whether the document was prepared primarily for the purpose of litigation. See United States v. Rockwell Int’l, 897 F.2d 1255, 1265– 66 (3d Cir. 1990). “Documents prepared for other purposes that prove useful in subsequent litigation are not attorney work-product.” In re Gabapentin Pat. Litig., 214 F.R.D. 178, 184 (D.N.J. 2003). The party invoking work product protection bears the burden of establishing both parts of the Court’s inquiry. See Highland Tank & Mfg. Co. v. PS Int’l, Inc., 246 F.R.D. 239, 246 (W.D. Pa. 2007). “Blanket assertions are not enough to shift the burden to the party seeking discovery.”

Id. (citing S. Union Co. v. Sw. Gas Corp., 205 F.R.D. 542, 549 (D. Ariz. 2002)). II. DISCUSSION Consolidated Rig moved for a protective order preventing the discovery of multiple emails, field service reports, and an internal memorandum. (ECF No. 95.) For some of these documents, Consolidated Rig attached redacted versions as an exhibit to its Motion. For others, Consolidated Rig withheld the document altogether. Jones filed a Response in opposition, arguing that Consolidated Rig’s assertion of work product was too generalized; the requested documents were not work product; and even if the documents were work product, Jones has a substantial need for their production. (ECF Nos. 96 and 97.) The Court reviewed Consolidated Rig’s exhibits (ECF Nos. 95-1 and 95-2) and reviewed the withheld or redacted documents in camera. (ECF Nos. 104 and 106.) For simplicity, the Court’s discussion will group the contested documents into four (4) categories. First, the Court will discuss the withheld field service reports.1 Second, the redacted emails.2 (ECF Nos. 95-1 and 95-2.) Third, the withheld emails.3 And fourth, the withheld internal

memorandum.4 Based on its review, the Court concludes that none of the withheld documents are protected by the work product doctrine. A. The Withheld Field Service Reports Consolidated Rig provided the Court with eight (8) field service reports it withheld on work product grounds. The Court then conducted an in camera review of these contested documents and concludes that they are not work product. All of the withheld field service reports were created between November 7 and November 14, 2018—shortly after Mr. Jones’s death. In them, a Consolidated Rig technician, Donald Taylor, documents maintenance performed on the snubbing rig involved in Mr. Jones’s tragic accident

(“snubbing rig # 10”). (ECF No. 95, at 19–25.) In its Motion, Consolidated Rig states that because Mr. Taylor created the reports after the accident, Consolidated Rig “reasonably anticipated the prospect of litigation resulting from the accident.” (Id.) Consolidated Rig further asserts that the reports “contain mental impressions and opinions from Consolidated Rig personnel concerning areas of the snubbing rig where Mr. Taylor’s focus should be concentrated.” (Id.) Thus, Consolidated Rig argues, disclosure of the field service reports “could reveal Consolidated Rig

1 The withheld field service reports are identified in paragraphs 38, 39, 40, 41, 42, 43, 44, 45.

2 The redacted emails are identified in paragraphs 27, 28, 29, 32, 33, 34, 35, 36.

3 The withheld emails are identified in paragraphs 24, 25, 26, 30, 31.

4 The withheld internal memo is listed in paragraph 37. personnel’s thought processes, opinions and conclusions concerning possible contributing factors to the plaintiff’s accident, whether Consolidated Rig would have potential liability based upon those contributing factors, and strategy respecting Consolidated Rig’s defenses to anticipated litigation.” (Id.) Consolidated Rig does not offer any more substantive justification for why these particular

withheld field service reports are work product, other than what the Court quoted above. Based on the Court’s in camera review, the field service reports are not work product. In them, Mr. Taylor simply details maintenance he performed on the snubbing rig involved in the accident that killed Mr. Jones. Nothing about the reports facially suggests that they were created for the primary purpose of litigation. Rockwell Int’l, 897 F.2d at 1265–66. Instead, they facially appear to document the work Mr. Taylor performed on the snubbing rig in the weeks following the accident. What’s more, Consolidated Rig has offered up no extrinsic evidence—for example, affidavits from its general counsel or outside counsel—to suggest it sent Mr. Taylor to the accident site for some litigation-centric purpose. Because work product protection only extends to documents that are

created primarily for litigation, not just any document that is later useful for litigation, the field service reports fall outside Rule 26(b)(3)’s protection. In re Gabapentin Pat. Litig., 214 F.R.D. at 184. B. The Redacted Emails Consolidated Rigs next supplied to the Court, for in camera review, the redacted emails identified in paragraphs twenty-seven (27), twenty-eight (28), twenty-nine (29), thirty-two (32), thirty-three (33), thirty-four (34), thirty-five (35), and thirty-six (36) of its Motion. (ECF No. 95.) Following its review, the Court concludes that the contested redactions do not constitute work product. The redacted emails that Consolidated Rig seeks to protect are part of an email chain that is partially an internal Consolidated Rig conversation and partly correspondence with a representative of Shell. The email chain’s subject line reads: “Re: Issuance of Industry Learning from Incident.” (ECF No.

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