Trull v. Mag Mutual Insurance Company

District Court, S.D. West Virginia·Decided September 5, 2025·No. 3:24-cv-00202·Unknown

Opinion

IN THE UNITED STATES DISTRICT COURT FOR THE SOUTHERN DISTRICT OF WEST VIRGINIA

HUNTINGTON DIVISION

DEVAN TRULL,

Plaintiff,

v. CIVIL ACTION NO. 3:24-cv-00202

MAG MUTUAL INSURANCE COMPANY,

Defendant.

ORDER

This matter is before the Court on the Motion for Protective Order filed by Defendants, West Virginia Mutual Insurance Company (“WVMIC”)1 and MAG Mutual Insurance Company (“MagMutual”) on July 22, 2025. (ECF No. 172). Therein, Defendants raise a discovery dispute between the parties regarding entry of a protective order limiting the areas of examination that Plaintiff, Devan Trull, D.O., may pursue in her deposition of MagMutual’s corporate representative pursuant to Rule 30(b)(6) of the Federal Rules of Civil Procedure. See id. For the reasons set forth herein, IT IS ORDERED that Defendants’ Motion for Protective Order (ECF No. 172) is hereby GRANTED IN PART and DENIED IN PART. I. BACKGROUND The undersigned’s summary of Plaintiff’s allegations is set forth in the August 13, 2025, Order, see (ECF No. 191), and is hereby incorporated by reference. The subject of

1 On September 2, 2025, the parties filed a Stipulation and Dismissal of West Virginia Mutual Insurance Company as a Defendant. (ECF No. 216). Accordingly, Mag Mutual is the only remaining defendant as of the date of this Order. Defendants’ Motion for Protective Order is Plaintiff’s Notice of Rule 30(b)(6) Deposition, filed on June 3, 2025. (ECF No. 130). Despite some concessions from both sides, the parties remain at an impasse regarding several of the noticed areas of examination propounded by Plaintiff. In its motion, MagMutual asks the Court to enter a protective order “limiting the proposed

topics for MagMutual’s corporate representative deposition.” (ECF No. 172 at 2). Notably, MagMutual does not seek a protective order with respect to Noticed Topics 1, 2, 8, 10, and 11.2 See id. Topics 4, 5, 6, 7, and 12, meanwhile, relate to other claims handled by MagMutual for the past ten years. According to MagMutual, “Plaintiff has agreed to limit these topics to cases or claims involving other excess verdicts or bad faith lawsuits/claims/findings by has not agreed to any further limitation of scope.” (Id. at 5). MagMutual contends that “the scope of these requests is burdensome, irrelevant, and not proportionate to the needs of the case.” (Id.). Accordingly, MagMutual has “agreed to produce a witness to testify regarding non-privileged information related to lawsuits or administrative findings against MagMutual in the last five years, where MagMutual has not contested coverage, which involve allegations that MagMutual failed to reasonably

settle the underlying malpractice claim within insurance policy limits,” in response to Topics 4-7. (Id. at 6). However, it seeks protection from the Court as to any matters outside of this scope for Topics 4-7 and for full protection from discovery on Topics 3 and 12.

2 Plaintiff notes in her Response in Opposition that the request for Topic 9 has been satisfied. (ECF No. 187 at 4). Accordingly, the Court will not address that Topic. Plaintiff filed a response in opposition on August 5, 2025, maintaining her position that her noticed topics are necessary and appropriate. (ECF No. 187). Defendants filed a reply brief on August 12, 2025. (ECF No. 189). As such, the motion is ripe for adjudication. II. LEGAL STANDARD Rule 26(b)(1) sets forth the scope of discovery under the Federal Rules of Civil

Procedure, providing that “[p]arties may obtain discovery regarding any nonprivileged matter that is relevant to any party’s claim or defense and proportional to the needs of the case[.]” Fed. R. Civ. P. 26(b)(1). “Relevance is not, on its own, a high bar.” Va. Dep't of Corrs. v. Jordan, 921 F.3d 180, 188 (4th Cir. 2019). As such, information “need not be admissible in evidence to be discoverable.” Fed. R. Civ. P. 26(b)(1). Information sought is relevant if it “bears on, [or] reasonably could lead to other matter that could bear on, any issue that is or may be in the case.” Oppenheimer Fund, Inc. v. Sanders, 437 U.S. 340, 351 (1978). While discovery under the Federal Rules is broad, “all permissible discovery must be measured against the yardstick of proportionality” under the Rule 26(b)(1) standard. United States v. Neuberger, 22-cv-2977, 2024 WL 3370582, at *1 (D. Md. Apr. 16, 2024). Determining whether discovery is “proportional to the needs of the case”

pursuant to Rule 26(b)(1) requires consideration of six factors: “the importance of the issues at stake in the action, the amount in controversy, the parties’ relative access to relevant information, the parties’ resources, the importance of the discovery in resolving the issues, and whether the burden or expense of the proposed discovery outweighs its likely benefit.” Fed. R. Civ. P. 26(b)(1). The Federal Rules of Civil Procedure specifically permit a party to notice a corporate defendant’s deposition. Pursuant to Federal Rule 30(b)(6), “a party may name as the deponent a public or private corporation, a partnership, an association, a governmental agency, or other entity[.]” Fed. R. Civ. P. 30(b)(6). In its notice or subpoena setting the deposition, the party seeking the corporate-entity deposition “must describe with reasonable particularity the matters for examination.” Id. Furthermore, either “[b]efore or promptly after the notice or subpoena is served, the serving party and the organization must confer in good faith about the matters for examination.” Id.

However, “[s]imply because information is discoverable under Rule 26 . . . does not mean that discovery must be had.” Scott Hutchison Enters., Inc., 3:15-cv-13415, 2016 WL 5219633, at *2 (S.D. W. Va. Sept. 20, 2016) (citing Nicholas v. Wyndham Int’l, Inc., 373 F.3d 537, 543 (4th Cir. 2004)). Notwithstanding the broad scope of discovery, Federal Rule 26(c) provides that “[t]he court may, for good cause, issue an order to protect a party or person from annoyance, embarrassment, oppression, or undue burden or expense.” Fed. R. Civ. P. 26(c). Further, the court must also limit the frequency or extent of discovery otherwise allowed if it determines that: the discovery sought is unreasonably cumulative or duplicative, can be obtained from some other source that is more convenient, less burdensome, or less expensive; or the party seeking discovery has had ample opportunity to obtain the information by discovery in the action. Fed. R. Civ. P. 26(b)(2)(C).

Importantly, the party moving for a protective order must set forth a specific reason for the protective order, and it bears the burden of establishing good cause. See, e.g., Citynet, LLC v. Frontier W. Va., Inc., 2:14-cv-15947, 2022 WL 2335332, at *4 (S.D.W. Va. June 28, 2022) (“The party moving for a protective order bears the burden of establishing good cause.”); United Property & Casualty Ins. v. Couture, 2:19-cv-01856, 2021 WL 5141292, at *2 (D.S.C. Nov.

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