3M Co. v. Engle

328 S.W.3d 184 (Ky. 2010) · Supreme Court of Kentucky · December 27, 2010 · No. 2010-SC-000125-MR; 2010-SC-000163-MR

Summary

The Supreme Court of Kentucky held that the Court of Appeals erred in issuing a writ of prohibition preventing the deposition of the plaintiffs' attorney. The court concluded that the plaintiffs impliedly waived attorney-client privilege by placing the timing and substance of attorney communications at issue in their statute-of-limitations defense. It reversed and vacated the writ, holding that the requested deposition satisfied the requirements for deposing opposing counsel.

Court
Supreme Court of Kentucky
Writing for the Court
Justice Schroder; Schroder
Jurisdiction
Kentucky
Decision date
December 27, 2010
Docket number
2010-SC-000125-MR; 2010-SC-000163-MR
Procedural posture
3M Company and American Optical Corporation appealed the Kentucky Court of Appeals' issuance of a writ of prohibition preventing the deposition of plaintiffs' attorney in an underlying products-liability action.
Standard of review
The Supreme Court conducted de novo review of the Court of Appeals' writ decision. Whether to issue a writ is discretionary; for the relevant class of writ, the petitioner must show that the lower court is acting erroneously within its jurisdiction, that no adequate remedy exists by appeal or otherwise, and that great injustice and irreparable injury will result.
Precedential value
Published Kentucky Supreme Court opinion; precedential
Parties
3M Company, American Optical Corporation v. Hon. William Engle III, Judge, Perry Circuit Court, Delbert Miller, et al.
Disposition
reversed_and_remanded

Topics

attorney client privilegediscovery disputestatute of limitationswrit of certiorariappellate procedure

Practice areas

Civil procedureEvidenceAttorney-client privilegeStatute of limitationsAppellate procedure

Questions Presented

  1. Whether the Court of Appeals properly issued a writ of prohibition to prevent the trial court from compelling the deposition of plaintiffs' attorney.
  2. Whether plaintiffs impliedly waived attorney-client privilege by asserting that their claims accrued only when their attorney informed them of a possible causal connection between their disease and respirator equipment.
  3. Whether defendants satisfied the requirements for deposing opposing counsel by showing that the information sought was relevant and not privileged, unavailable through other means, and crucial to the preparation of the case.

Holdings

  1. Plaintiffs impliedly waived attorney-client privilege with respect to communications concerning when they and their attorneys learned of a possible connection between the respirators and coal workers' pneumoconiosis because plaintiffs placed those communications directly at issue in opposing the statute-of-limitations defense.
  2. Defendants satisfied the requirements for deposing opposing counsel because the information sought was relevant and not privileged, could not be obtained through other means, and was crucial to preparation of the statute-of-limitations defense.
  3. The writ of prohibition was improper because the trial court did not act erroneously in compelling attorney Holliday to appear for deposition.

Key quotations

Under McMurry, opposing counsel may only be deposed upon a showing by the party seeking discovery that (1) the information sought is relevant and not privileged, (2) no other means exist to obtain the information, and (3) the information is crucial to the preparation of the case. (188)
The inquiry for the trial court "is whether allowing the privilege to protect against disclosure of the information would be manifestly unfair to the opposing party." (189)
The information the Defendants seek to obtain by deposing Holliday is relevant and not privileged, not capable of being obtained by other means, and crucial to the preparation of the case. (190)

Factual background

Coal miners and estates alleging coal workers' pneumoconiosis sued manufacturers and distributors of respirator equipment, including 3M Company and American Optical Corporation, claiming the equipment was defective. Defendants asserted that the claims were barred by the one-year statute of limitations, while plaintiffs claimed they did not learn of a possible causal connection between their disease and the respirators until their attorney informed them. After plaintiffs placed the timing and substance of attorney-client communications at issue, defendants sought to depose attorney James Holliday regarding when he and the plaintiffs learned of the possible connection.

Procedural history

Coal miners and estates sued manufacturers and distributors of allegedly defective respirator equipment. After defendants moved for summary judgment based on the one-year statute of limitations, the trial court found a genuine issue of material fact concerning accrual and denied the motions. The trial court later denied plaintiffs' motion for a protective order and ordered their attorney, James Holliday, to appear for deposition. The Court of Appeals granted plaintiffs' writ of prohibition, and the Supreme Court of Kentucky reversed and vacated that writ.

Remand instructions

The Supreme Court reversed and vacated the Court of Appeals' issuance of the writ of prohibition. The opinion does not state additional specific remand instructions.

Court Document

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