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Patrowicz v. Wolff
110 So. 3d 973
Fla. Dist. Ct. App.
2013
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Background

  • Patrowicz, as Personal Representative, petitions for writ of certiorari to quash a discovery order to produce documents allegedly protected by attorney-client privilege.
  • Wolff sought a subpoena to Linde for the entire estate planning file, including communications between attorney and client.
  • Linde objected; trial court overruled and ordered production without evidence on privilege.
  • Linde based objection on attorney-client privilege; Wolff did not assert any privilege exceptions.
  • Rule 1.351 objections are self-executing and require a deposition of the records custodian; the trial court failed to conduct an in camera privilege review.
  • The court grants the petition, quashes the order, and remands for proceedings consistent with the opinion.

Issues

Issue Plaintiff's Argument Defendant's Argument Held
Whether the trial court departed from essential requirements by ordering disclosure without privilege review Patrowicz argues yes Wolff argues no Yes, order quashed
Whether an attorney-client privilege objection requires deposition and in camera review Patrowicz relies on privilege; deposition required Wolff's position relies on procedural rules Yes, in camera review and deposition required
Whether certiorari review is proper to address erroneous privilege disclosure orders Patrowicz seeks certiorari to correct departure Wolff contends standard court reviews inquiry Proper vehicle; certiorari granted
Whether the subpoena should have proceeded to deposition rather than hearing Objection triggers deposition per Rule 1.351 Proceedings improper; hearing acceptable Deposition appropriate; order quashed

Key Cases Cited

  • Russell v. Stardust Cruisers, Inc., 690 So.2d 743 (Fla. 5th DCA 1997) (self-executing objection terminates subpoena process and requires deposition)
  • ABC Liquors, Inc. v. Berkey, 589 So.2d 457 (Fla. 5th DCA 1991) (objection destroys production until deposition occurs)
  • Morgan, Colling & Gilbert, P.A. v. Pope, 756 So.2d 201 (Fla. 2d DCA 2000) (basis for objection need not be specified until deposition)
  • Bennett v. Berges, 84 So.3d 373 (Fla. 4th DCA 2012) (reviewable by certiorari; in camera review required for privilege)
  • Nationwide Mut. Fire Ins. Co. v. Hess, 814 So.2d 1240 (Fla. 5th DCA 2002) (in camera review consistent with privilege protection)
  • Snyder v. Value Rent-A-Car, 736 So.2d 780 (Fla. 4th DCA 1999) (failure to address privilege before disclosure departs from essential requirements)
Read the full case

Case Details

Case Name: Patrowicz v. Wolff
Court Name: District Court of Appeal of Florida
Date Published: Apr 5, 2013
Citation: 110 So. 3d 973
Docket Number: No. 2D12-5535
Court Abbreviation: Fla. Dist. Ct. App.