Warner v. Talos E R T L L C

District Court, W.D. Louisiana·Decided June 8, 2022·No. 2:18-cv-01435·Unknown

Opinion

UNITED STATES DISTRICT COURT WESTERN DISTRICT OF LOUISIANA LAKE CHARLES DIVISION

ANIKA WARNER : CASE NO. 2:18-CV-01435 LEAD

VERSUS : JUDGE JAMES D. CAIN, JR.

TALOS E R T L L C ET AL : MAGISTRATE JUDGE KAY

MEMORANDUM OPINION AND ORDER

Before the court is a Motion to Compel filed by Plaintiff Anika Warner (“Warner”). Doc. 95. Warner sees to compel Defendant Talos ERT, LLC (“Talos”) to produce more complete answers to several categories of discovery. The motion is opposed by Talos. Doc. 113. Warner did not file a reply, and the time period for doing so has passed, making this motion ready for resolution. For the reasons stated herein, the motion is GRANTED part and DENIED in part. I. BACKGROUND

Plaintiff’s petition alleges that, on February 17, 2018, Walter Jackson (“Jackson”) was struck and killed by a falling piece of firewater piping on an oil and gas production platform in the Gulf of Mexico. Doc. 1, ¶ 4. Jackson was employed as a rigger by DLS, LLC (“DLS”). The incident took place on the WC 215A platform owned by Talos. Doc. 1, ¶ 3. Talos hired a DLS crew to assist in the removal of corroded firewater piping from the underside of the platform deck. Doc. 113, p. 1. Plaintiff Anika Warner, as Jackson’s surviving spouse and the guardian of his minor child, alleges that Jackson and other DLS employees were attempting to lower sections of corroded pipe from the platform when one of the sections came loose and struck Jackson, resulting in his death. Doc. 1, ¶¶ 3-4, 6. In her Motion to Compel and in other briefing to the court,1 Warner alleges that Talos employee Jeremy Borque was Talos’s Person in Charge and Ultimate Work Authority on the day of the incident, that he responsible for filling out a Job Safety Analysis (“JSA”), and did so negligently, contributing to the causation of the accident. Doc. 95, att. 1, p. 4. Warner contends that Talos has refused to produce relevant and probative documents in

several categories, including the employee records of Talos employees involved in the incident, records from Talos’s safety meetings, information concerning prior incidents and violations, and other instances of firewater piping removing on Talos’s platforms. Doc. 95, att. 1, p. 5. In its opposition memorandum, Talos repeatedly argues that the requested information is irrelevant because DLS rather than Talos is solely at fault for causing this accident. Doc. 113, p. 8, 10, 11, 12, 18. Talos urges that, because DLS was an independent contractor, Talos has no liability for the actions of its crew. Id. at 2. The court denied Talos’ motion for summary judgment on the independent contractor defense, finding that, “genuine issues of material exist as to whether Talos is vicariously liable in this matter.” Doc. 138, p. 7. In light of the district court’s ruling, the

undersigned discounts Talos’s relevance-based objections based on the argument that Talos bears no responsibility for the actions of independent contractor DLS or its employees. II. RELEVANT LAW Rule 26(b)(1) of the Federal Rules of Civil Procedure limits the scope of discovery to matters relevant to a claim or defense and proportional to the needs of the case. “Information within this scope of discovery need not be admissible in evidence to be discoverable.” Fed. R. Civ. P. 26(b)(1). Relevant information is defined as “any matter that bears on, or that reasonably

1 The allegations concerning Borque do not appear in the complaint itself. Doc. 1. could lead to other matter that could bear on, any issue that is or may be in the case.” Oppenheimer Fund, Inc. v. Sanders, 98 S. Ct. 2380, 2389 (1978); see also Fed. R. Evid. 401 (defining relevant evidence as that which makes a fact of consequence more or less probable). In explicitly defining the scope of discovery in terms of both relevance and proportionality, Rule 26(b) is designed reinforce the obligation of the parties to consider the proportionality factors in making discovery

requests. See Fed. R. Civ. P. 26(b) advisory committee’s note to 2015 amendment. The factors a court should consider when determining proportionality are “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 court may limit discovery when: (i) the discovery sought is unreasonably cumulative or duplicative, or can be obtained from some other source that is more convenient, less burdensome, or less expensive; (ii) the party seeking discovery has had ample opportunity to obtain the information by discovery in the action; or (iii) the proposed discovery is outside the scope permitted by Rule 26(b)(1).

Fed. R. Civ. P. 26(b)(2)(C). Hebert v. Lando, 99 S. Ct. 1635, 1649 (1979). The discovery rules are accorded a broad and liberal treatment to effect their purpose of adequately informing litigants in civil trials. Id. Nevertheless, discovery does have boundaries, Hickman v. Taylor, 67 S. Ct 385, 392 (1947). Control of discovery is limited to the trial court’s sound discretion. Van Duzer v. U.S. Bank Nat. Ass'n, 582 F. App'x 279, 283 (5th Cir. 2014); Burns v Thiokol Chemical Corp., 483 F.2d 300 (5th Cir.1973). On a motion to compel, the moving party “bears the burden of showing that the materials and information sought are relevant to the action or will lead to the discovery of admissible evidence.” Tingle v. Hebert, No. CV 15-626, 2016 WL 7230499, at *2 (M.D. La. Dec. 14, 2016) (quoting Mirror Worlds Technologies, LLC v. Apple Inc., 2016 WL 4265758, at *1 (E.D. Tex. Mar. 17, 2016))(internal quotation marks omitted). Once the moving party establishes that the information sought falls within the scope of permissible discovery, “the burden shifts to the party resisting discovery to show why the discovery is irrelevant, overly broad or unduly burdensome or oppressive, and thus should not be permitted.” Id.

III. THE PARTIES’ ARGUMENTS A. Plaintiff’s First Request for Production, No. 25: Personnel Files for Jackson’s Supervisors The first disputed request concerns the personnel files of certain unnamed individuals who “functioned as Plaintiff’s supervisor(s)” during an unidentified period leading up to the February 17, 2018, incident. The request reads as follows: 25. Produce all personnel files that refer to the individuals who functioned as Plaintiff’s supervisor(s) and/or the Vessel’s supervisor(s) during the time period when the events giving rise to this lawsuit occurred.

Doc. 95, att. 6, p. 16. There is no discussion in the briefing as to how many people might have been considered Jackson’s supervisor in the relevant period, other than Jeremy Borque. See Doc. 95, att. 1, p. 7 (“Plaintiff further clarified that the requested files specifically include the file of Jeremy Bourque”).

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