Sampson v. School District of Lancaster

262 F.R.D. 469, 2008 U.S. Dist. LEXIS 91421, 105 Fair Empl. Prac. Cas. (BNA) 96
CourtDistrict Court, E.D. Pennsylvania
DecidedNovember 5, 2008
DocketCivil Action No. 05-6414
StatusPublished
Cited by12 cases

This text of 262 F.R.D. 469 (Sampson v. School District of Lancaster) is published on Counsel Stack Legal Research, covering District Court, E.D. Pennsylvania primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Sampson v. School District of Lancaster, 262 F.R.D. 469, 2008 U.S. Dist. LEXIS 91421, 105 Fair Empl. Prac. Cas. (BNA) 96 (E.D. Pa. 2008).

Opinion

MEMORANDUM & ORDER

SURRICK, District Judge.

Presently before the Court are Plaintiffs Motion to Compel Deposition of Donna Weldon, Esquire (Doc. No. 49) and Defendants’ Response thereto and Cross Motion for Pro[472]*472tective Order (Doc. No. 51). For the following-reasons, Plaintiffs Motion will be denied, and Defendants’ Motion will be granted.

I. BACKGROUND

In July 2003, Plaintiff Rosemaria McNeil-Sampson (“Plaintiff’) began her employment as Defendants’ Assistant Superintendent of Curriculum and Instruction in Lancaster, Pennsylvania. (First Am. Compl. ¶¶ 4, 11; Defs.’ Ans. ¶¶4, 11.) In October 2004, Plaintiff alleges that she witnessed Defendant Superintendent Rita Bishop direct various racially discriminatory acts and comments toward Plaintiff and others. (First Am. Compl. ¶ 15.) Five months later, Plaintiff filed an EEOC charge alleging racial discrimination and a hostile work environment. (First Am. Compl. ¶ 22; Defs.’ Ans. ¶ 22.) On June 1, 2005, Plaintiff participated in a mediation with Defendants through the Equal Employment Opportunity Commission (“EEOC”). (First Am. Compl. ¶ 23; Defs.’ Ans. ¶ 23.) Diane Weldon, Esquire, (“Weldon”) represented Defendants throughout the EEOC proceedings and attended the mediation. (Pl.’s Mem. of Law at 1; Defs.’ Mem. of Law at 2.) No members of Defendants’ School Board attended the mediation. (Pl.’s Mem. of Law at 1.)

On June 14, 2005, Weldon prepared a memorandum about the EEOC mediation (the “Weldon Memorandum”) and directed it to the Board of School Directors.1 (Pl.’s Mem. of Law at 1; Defs.’ Mem. of Law at 2.) The Weldon Memorandum is labeled “confidential” and is “from Donna Weldon, Defense Counsel.” (Id.) The Weldon Memorandum discusses Defendants’ negotiations with Plaintiff about a potential settlement and, for purposes of obtaining settlement authority, includes Weldon’s recollections and impressions of the positions that both sides adopted at the EEOC mediation. For example, the Weldon Memorandum offers Weldon’s assessment to the Board of School Directors that Plaintiffs “allegations and her statements at the mediation arose from her feelings of being berated, demeaned, or marginalized by [Defendants] Dr. Bishop and the District....” (Pl.’s Mem. of Law at 2.) The Weldon Memorandum also states that “[t]he aggressive verbal tactics and perception of conspiracy [Plaintiff] demonstrated at the mediation are inconsistent with any ongoing relationship with the school district.” (Id.)

Plaintiff alleges that the President of the Board of School Directors, Patricia Dixon (“Dixon”), provided her with a copy of the Weldon Memorandum. (Pl.’s Mem. of Law at 7; Defs.’ Mem. of Law at 8.) Plaintiff does not state when Dixon gave her the Weldon Memorandum, and it is not apparent to this Court when Dixon might have done so. Plaintiff produced the Weldon Memorandum during discovery. (Pl.’s Mem. of Law at 2.)

On June 21, 2005, a week after Weldon prepared the memorandum, the Board of School Directors voted to terminate Plaintiffs employment contract.2 (First Am. Compl. ¶ 24; Defs.’ Ans. ¶24.) Plaintiffs termination of employment was effective shortly thereafter. (First Am. Compl. ¶ 24.) Plaintiff filed a second EEOC charge on October 24, 2005, alleging, among other things, that Defendants terminated her employment in retaliation for her participation in the June 1, 2005 mediation. (First Am. Compl. ¶ 56; Defs.’ Ans. ¶ 56.)

On December 13, 2005, Plaintiff brought this federal lawsuit alleging numerous causes of action arising out of the termination of her employment with the School District. (Doc. No. 1.) On January 12, 2006, Plaintiff filed a First Amended Complaint. (Doe. No. 2.) The First Amended Complaint includes the allegation that Defendants terminated Plaintiffs employment in retaliation for her partic[473]*473ipation in the mediation. (First Am. Compl. ¶25.) Defendants deny that Plaintiffs termination was because of her participation in the mediation and assert an affirmative defense that Plaintiffs termination “was in accordance with the contract to which Plaintiff agreed.” (Defs.’ Ans. ¶¶ 23, 25.) Defendants do not assert an affirmative defense that they relied on their attorney’s advice in the Weldon Memorandum in deciding to terminate Plaintiffs employment.

On or about September 15, 2008, Plaintiff noticed Weldon’s deposition. (Defs.’ Mem. of Law at 1); id., Ex. A (subpoena of Donna Weldon (undated)) (“Weldon Subpoena.”) The Weldon Subpoena commands Weldon to appear for a deposition on October 7, 2008, and directs her to bring the following documents:

1. All notes and other documents relating to the June 1, 2005 EEOC Mediation involving Rosemaria McNeil Sampson;
2. All notes and other documents relating to the June 14, 2005 meeting of the Board of School Directors of the School District of Lancaster.

(Defs.’ Mem. of Law, Ex. A.)

Plaintiff has moved to compel Weldon’s deposition. (Doc. No. 49.) Defendants oppose Plaintiffs motion and have moved for a protective order on grounds of attorney-client privilege, work product doctrine, and a purported federal mediation privilege. Defendants seek to quash the subpoena for Weldon’s deposition and to preclude Plaintiff “from utilizing the Weldon Memorandum for any purpose.” (Doc. No. 51.)

II. LEGAL STANDARD

Defendants base them opposition to Plaintiffs motion to compel and their motion for a protective order on three distinct privilege doctrines: (1) the attorney-client privilege; (2) the work product doctrine; and (3) a purported federal mediation privilege.

A. Attorney-Client Privilege

The attorney-client privilege limits the normally broad disclosure requirements of Federal Rule of Civil Procedure 26, which provide that relevant but privileged matters are not discoverable. Fed.R.Civ.P. 26(b)(1); Martin Marietta Materials, Inc. v. Bedford Reinforced Plastics, Inc., 227 F.R.D. 382, 389 (W.D.Pa.2005). As the “oldest of the privileges for confidential communications known to the common law,” it serves the purpose of “foster[ing] disclosure and communication between the attorney and the client.” Upjohn Co. v. United States, 449 U.S. 383, 389, 101 S.Ct. 677, 66 L.Ed.2d 584 (1981); In re Grand Jury Investigation, 599 F.2d 1224, 1235 (3d Cir.1979). The privilege “recognizes that sound legal advice or advocacy serves public ends and that such advice or advocacy depends upon the lawyer’s being fully informed by the client.” Upjohn, 449 U.S. at 389, 101 S.Ct. 677.

However, courts have recognized that “the privilege obstructs the search for the truth and because its benefits are, at best ‘indirect and speculative,’ it must be ‘strictly confined within the narrowest possible limits consistent with the logic of its principle.’ ” In re Grand Jury Investigation, 599 F.2d at 1235 (quoting 8 Wigmore on Evidence § 2291, at 545 (1961)).

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262 F.R.D. 469, 2008 U.S. Dist. LEXIS 91421, 105 Fair Empl. Prac. Cas. (BNA) 96, Counsel Stack Legal Research, https://law.counselstack.com/opinion/sampson-v-school-district-of-lancaster-paed-2008.