Lebovitz v. Hartford Insurance
918 F. Supp. 2d 422
W.D. Pa.2013Background
- Plaintiff seeks $2,000,000 in stacked uninsured motorist benefits under a Pennsylvania policy; case removed to federal court on diversity grounds.
- Defendant subpoenas Plaintiff’s marriage counseling records from Dr. Deborah West; Plaintiff consents, but ex-wife Pilar Tanning does not consent to release.
- Magistrate Judge ordered redaction of non-Plaintiff material from Dr. West’s records; Dr. West resists production and moves to quash.
- Court analyzes Pennsylvania privileges and privacy rights to determine if records may be produced; finds no applicable statutory or broad privacy privilege
- Discovery is within Rule 26(b)(1); privilege questions are governed by Pennsylvania law; if needed, special master or testimony could resolve scope and costs.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Discoverability despite non-consent | Plaintiff consent covers release; records are relevant to defenses. | Ms. Tanning’s non-consent and privacy interests require production with limits. | Order not clearly erroneous; Dr. West must comply with the subpoena. |
| Applicability of Pennsylvania psychologist privilege to a social worker | No broad extension should bar disclosure of Dr. West’s records. | Psychologist privilege should prevent release of communications and records. | Pennsylvania social workers lack a statutory/recognized privilege; privilege not extended to Dr. West. |
| Privacy-based privilege under Pennsylvania law | Ms. Tanning’s privacy rights shield records. | Privacy rights do not categorically bar production and must be weighed with need for discovery. | No broad privacy privilege overrides the discovery order; limitations balanced with Ms. Tanning’s interests. |
| Validity of the Magistrate Judge’s Order and remedies | Order should be reconsidered or narrowed; possible in camera review. | Order appropriately balances interests; no error. | Order not clearly erroneous or contrary to law; potential for in camera review or Special Master if needed. |
Key Cases Cited
- In re L.F., 995 A.2d 356 (Pa. Super. Ct. 2010) (Pa. social worker privilege not clearly established)
- Commonwealth v. Simmons, 719 A.2d 336 (Pa. Super. Ct. 1998) (social worker privilege not uniformly recognized)
- In re June Grand Jury (Petition of Lanni), 490 Pa. 143 (Pa. 1980) (privacy-based grand jury privilege discussed)
- In the Matter of T.R., J.M., C.R. and C.R. (Appeal of A.W.), 557 Pa. 99 (Pa. 1999) (privacy rights under Pennsylvania Constitution discussed)
- Miller v. Roberts, 38 Pa. D. & C.3d 74 (Pa. Dist. & Ct. 1985) (counselor privilege extension contested)
- Hahnemann Univ. Hosp. v. Edgar, 74 F.3d 456 (3d Cir. 1996) (comments on Pennsylvania confidentiality of psychiatric records)
- Commonwealth v. Kyle, 367 Pa. Super. 484 (Pa. Super. Ct. 1987) (due process and privilege interplay; in camera review context)
- Jaffee v. Redmond, 518 U.S. 1 (U.S. 1996) (federal privilege framework; state law controls when only state claims)
- U.S. v. Nixon, 418 U.S. 683 (U.S. 1974) (judicial review of privilege claims; in camera consideration)
