SUSANNAH KAY & Another v. TOWN OF CONCORD

CourtMassachusetts Appeals Court
DecidedMarch 28, 2025
Docket23-P-1271
StatusPublished

This text of SUSANNAH KAY & Another v. TOWN OF CONCORD (SUSANNAH KAY & Another v. TOWN OF CONCORD) is published on Counsel Stack Legal Research, covering Massachusetts Appeals Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
SUSANNAH KAY & Another v. TOWN OF CONCORD, (Mass. Ct. App. 2025).

Opinion

APPEALS COURT

SUSANNAH KAY & another[1] vs. TOWN OF CONCORD

Docket: 23-P-1271
Dates: September 9, 2024 – March 28, 2025
Present: Blake, Walsh, & Hodgens, JJ.
County: Middlesex
Keywords: Public Records. Open Meeting Law. Privileged Communication. Municipal Corporations, Public record, Town counsel, Outside legal counsel, Officers and agents, Open meetings. Attorney at Law, Attorney-client relationship, Work product.

      Civil actions commenced in the Superior Court Department on March 18, 2022, and May 24, 2022.

     After consolidation, the case was heard by Joshua I. Wall, J., on motions for summary judgment.

     Robert Nislick for the plaintiffs.

     Austin P. Anderson for the defendant.

     Denise English Haartz, Ellen Emerson, Pierce B. Browne, Eleanor Bemis, & Lansing Old, pro se, amici curiae, submitted a brief.

     WALSH, J.  The plaintiffs, Susannah Kay and Brooks S. Read (collectively, the Read-Kays), filed a complaint in the Superior Court against the town of Concord (town) under the Massachusetts public records law, G. L. c. 66, § 10, seeking unredacted versions of fourteen e-mail messages (e-mails) sent between the town manager, members of the town select board, and two town employees.  The town refused, citing the attorney-client privilege and, in one instance, the work product doctrine.  At the parties' joint request, a judge reviewed the e‑mails in camera.  He agreed with the town and found that the redacted portions of the e-mails were protected by the attorney-client privilege and, as to one e-mail, the work product doctrine.  On cross motions for summary judgment, the judge allowed the town's motion, denied the plaintiffs' motion, and entered judgment for the town.  The Read-Kays have appealed and contend that the judge erred in finding that the e-mails were protected by the attorney-client privilege and work product doctrine, respectively.  They also argue that, even if a privilege exists, the Massachusetts open meeting law, G. L. c. 30A, §§ 18–25, operates as an automatic waiver of the privilege.  We affirm in part and reverse in part.

     Background.  This action follows a lawsuit filed in the Land Court (2017 action) in which the town sued a group of individuals, including the Read-Kays, seeking to settle the property rights to an unpaved path known as Estabrook Trail (trail).  The Read-Kays own property abutting the trail, which had been used by the public to access the publicly owned portions of Estabrook Woods.  By 2016, problems with the public's use of the trail became a concern to abutting property owners.  Various incidents occurred, including trail users yelling at property owners and, on one occasion, off-leash dogs causing a rider to fall from her horse.  As a result, in early 2016, the town sought a legal opinion from town counsel regarding public access to the trail.  In 2017, landowners abutting the trail erected a gate at the entrance, asserting that they had the right to prohibit the public from accessing the trail.  The town requested that the property owners remove the gate, and, when they refused to do so, filed the 2017 action.

     The fourteen e-mails at issue (dated March 29, 2016, through November 16, 2017) were first produced in discovery with redactions in connection with the 2017 action.[2]  Generally, the e-mails concern the ongoing controversy regarding the trail.  The Land Court judge ultimately found that the trail was a public way and entered a judgment in favor of the town.  That judgment was affirmed.  See Concord v. Rasmussen, 104 Mass. App. Ct. 831, 843 (2024), further appellate review granted, 495 Mass. 1104 (2025).

     In 2019, while the 2017 action was pending, the Read-Kays filed a complaint with the division of open government of the office of the Attorney General alleging that some of the e-mails produced in discovery showed that the town violated the open meeting law, G. L. c. 30A, §§ 18–25.  The Attorney General concluded that the select board had engaged in improper deliberations in four of the e-mails at issue in this case.  She ordered the town to release the e-mails to the public but did not address the redactions.[3]

     Still desiring to access the unredacted e-mails, the Read-Kays filed a public records request with the town clerk pursuant to G. L. c. 66, § 10.  In response, the town released a single redacted e-mail which had been omitted from the original discovery response.  The town maintained its position that the redacted portions of the e-mails were protected by the attorney-client privilege and the work product doctrine.  This litigation followed.

     Discussion.  As to thirteen of the contested e-mails, the key issue is whether the attorney-client privilege applies to communications among the town manager and select board members where no attorney is involved.  The Read-Kays' theory is straightforward -- the absence of an attorney in the communication renders the privilege inapplicable.  They contend that communications solely between members of the select board and the town manager are per se unprivileged regardless of the nature of the communications.  Next, the Read-Kays argue that the open meeting law, which applies to only four of the e-mails at issue, operates as a statutory waiver of the privilege.  Finally, they assert that the single contested e-mail between members of the town's public works department is not protected under the work product doctrine.  We address each issue in turn.

     1.  Standard of review.  We review a grant of summary judgment de novo.  See Metcalf v. BSC Group, Inc., 492 Mass. 676, 680 (2023).  We determine "whether, viewing the evidence in the light most favorable to the nonmoving party, all material facts have been established and the moving party is entitled to a judgment as a matter of law."  Augat, Inc. v. Liberty Mut. Ins. Co., 410 Mass. 117, 120 (1991).  "A party asserting the attorney-client privilege (or protected work product) has the burden to show that the privilege applies."  Hanover Ins. Co. v. Rapo & Jepsen Ins. Servs., Inc., 449 Mass. 609, 619 (2007) (Hanover Ins.).  We do not accord the judge's factual findings any special deference where, as here, they are based solely on documentary evidence.  See Commissioner of Revenue v. Comcast Corp., 453 Mass. 293, 302 (2009) (Comcast).

     2.  The attorney-client privilege.  The traditional formulation of the attorney-client privilege protects "all confidential communications between a client and its attorney undertaken for the purpose of obtaining legal advice."  Attorney Gen. v. Facebook, Inc., 487 Mass. 109, 121 (2021) (Facebook), quoting Suffolk Constr. Co. v. Division of Capital Asset Mgt., 449 Mass. 444, 448 (2007) (Suffolk Constr.).  The privilege exists because we are governed by laws "so numerous and complex" that people require the advice of attorneys, "both in ascertaining their rights in the country, and maintaining them most safely in courts."  Hanover Ins., 449 Mass. at 615, quoting Hatton v. Robinson, 31 Mass. 416, 422 (1833).  The attorney-client privilege flows in both directions and "enable[s] clients to make full disclosure to legal counsel of all relevant facts," which allows counsel to "render fully informed legal advice."  Comcast, 453 Mass.

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SUSANNAH KAY & Another v. TOWN OF CONCORD, Counsel Stack Legal Research, https://law.counselstack.com/opinion/susannah-kay-another-v-town-of-concord-massappct-2025.