Knowlton v. Rowe

Superior Court of Maine·Decided July 17, 2007·No. PENcv-06-206·Unpublished

Opinion

STATE OF MAINE SUPERIOR COURT PENOBSCOT, SSe CIVIL ACTION DOCKET

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NO. CV-06-206

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ALAN D. KNOWLTON, )

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v. ) \ Jt i! t "/ ZL~ '1 \ PEN08~COT COUNTY :

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G. STEVEN ROWE, et al., )

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Defendant. )

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This matter is before the court on a Rule 26(g) .;

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discovery dispute regarding whether the plaintiff may ~~~ \)

depose the defendants' attorney and obtain other documents

and information regarding certain insurance complaint negotiations.

BACKGROUND

Plaintiff Alan Knowlton ("Knowlton") is a former employee of Bankers Life and Casualty Company ("Bankers Life"). He was terminated pursuant to one of the terms of a consent agreement entered into between Bankers Life and the defendants in this matter, the Maine Attorney General's office and the Superintendent of the Bureau of Insurance (collectively referred to in this order as "the State"). The consent agreement reportedly represented the culmination of negotiations pertaining to consumer complaints received by the State against Bankers Life

between 2002 and 2005. The Bankers Life consent agreement with the State was executed on April 11, 2005.

Knowlton had reached an earlier consent agreement with the State when he was accused of misrepresenting the financial strength rating of Bankers Life in a recruiting effort. This consent agreement provided, among other things, that the State would forgo any other disciplinary action against Knowlton with respect to his misconduct. The Knowlton consent agreement with the State was executed on March 28, 2005. In fact, following the execution of the State/Bankers Life consent agreement, Knowlton was fired consistent with the terms of that agreement which directed that he be fired.

In his original complaint against the State, Knowlton brought suit under separate contract and tort claims for violation of his personal consent agreement with the State. At that time, he requested to depose the State's attorney, Assistant Attorney General Andrew Black (UAttorney Black"), regarding the negotiations that led into the consent agreement between the State and Bankers Life. In addition, he requested that Attorney Black provide any documents relating to such negotiations. The State objected on grounds of statutory confidentiality pursuant to 24 M.R.S.A. § 206(2). Justice Mead sustained the objection in

a March 7, 2007 order, stating: nThe court is satisfied that the negotiation process is subject to statutory confidentiality. The court is further satisfied that the current configuration of the matter does not justify judicial abrogation of the confidentiality established by the statute." However, Justice Mead did state that the issue could be raised without prejudice should Knowlton's tort claims survive a motion for summary judgment on the procedural issues.

Following this order, however, Knowlton agreed to dismiss his tort claim, acknowledging that it was barred by the Maine Tort Claims Act. Subsequently, the court granted Knowlton's request to amend his complaint in order to incorporate several claims under 42 U.S.C. § 1983. In order to obtain evidence in support of his 1983 claims, Knowlton renewed his request for Attorney Black's deposition, which brings us to the discovery dispute now before the court.

DISCUSSION

The defendants renew their argument that the negotiation process is subject to confidentiality provisions of Maine statutory law. Pursuant to the Maine Insurance Code, all Bureau records are subject to public inspection except for nrecords, correspondence and reports

of investigation in connection with actual or claimed violations of this Title or prosecution or disciplinary action for those violations," which are confidential. 24-A M.R.S.A. § 216(2). Nonetheless, "[a]ll records and documents of the bureau are subject to subpoena by a court of competent jurisdiction." Id. § 216(3). That suggests to the court that there are limits on the claim for confidentiality by the State.

The State first directs the court to Justice Mead's March 2007 order and argues that the court cannot now allow the deposition pursuant to the doctrine of the law of the case. This doctrine applies to "proceedings involving the same case." Monopoly, Inc. v. Aldrich, 683 A.2d 506, 510 (Me. 1996) (quoting Grant v. City of Saco, 436 A.2d 403, 405 (Me. 1981)). This is not the same "configuration" that was before Justice Mead and which was the subject of his order. As such, the court has authority to examine the discovery motion with regard to the current case posture.

Second, the State argues that there are "several flaws" in each of Knowlton's 1983 claims and, in this sense, "Knowlton's constitutional claims have no more potential viability than did his barred tort claim." (State's Mem. of Law at 3-4). Although the defendants question the validity of the 1983 claims, this dispute is

before the court solely on a discovery dispute and not as a motion to dismiss.

Having addressed these initial arguments, this court finds that the plaintiff should have the opportunity to develop his case. Although the 1983 claims are separate and distinct from the now dismissed tort claims, the State previously recognized with respect to the tort claims that uMr. Knowlton is at least entitled to the opportunity to attempt to develop his case." (State's 2/23/2007 Mem. of Law at 6). Likewise, Knowlton is entitled the opportunity to develop his 1983 claims. Furthermore, section 216(2) is concerned with public exposure to records and other information concerning investigations and negotiations pertaining to insurance violations. As the State points out, there is a risk that public exposure to the information requested by Knowlton would chill ucandid exchange of information in Bureau investigations." (State's Mem. of Law at 5). In order to prevent such a chilling effect, the court can and does order, pursuant to its subpoena power under section 216(3), that Knowlton will be able to take the deposition of Attorney Black, however, in the interest of preventing inappropriate public exposure of the Bureau's 'records,' all records and transcripts from the deposition, including deposition exhibits, will remain

confidential and will be kept in the custody of each counsel who appear in this litigation for use exclusively in this litigation. Copies of the deposition transcript will not be provided to any third parties (including expert consultants for any party) without an order of the Court authorizing that disclosure, following a hearing, or by the mutual agreement in writing of all counsel who appear in this litigation. The court is prepared to revisit this issue following the completion of the deposition, at the request of any party, to further balance the interest of the Bureau to confidentiality as against Knowlton's interest in protecting his rights in this litigation.

CONCLUSION

The entry is:

For the above stated reasons, the court can and does order, pursuant to its subpoena power under 24-A M.R.S.A. section 216(3), that Knowlton will be able to take the deposition of Attorney Black, however, in the interest of preventing inappropriate public exposure of the Bureau's 'records,' all records and transcripts from the deposition, including deposition exhibits, will remain confidential and will be kept in the custody of each counsel who appear in this litigation for use exclusively in this litigation.

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