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State Ex Rel. Dawson v. Bloom-Carroll Local School District
131 Ohio St. 3d 10
| Ohio | 2011
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Background

  • Dawson sought mandamus to obtain itemized law-firm invoices and insurer communications identifying Janet Cooper as district's attorney in a Dawson-related matter.
  • District provided invoice summaries but withheld itemized descriptions as confidential attorney-client information.
  • Dawson later requested insurer letter appointing Cooper and describing district/insurer liability; district identified one responsive document and declined further disclosure.
  • Motions and evidentiary proceedings followed, including an order for in camera review and submission of unredacted records.
  • District argued records are exempt under attorney-client privilege and trial-preparation; Dawson argued waiver through public disclosure.
  • Court ultimately held the records were exempt and denied the mandamus relief, including any fees or damages.

Issues

Issue Plaintiff's Argument Defendant's Argument Held
Are itemized attorney-fee bills exempt from disclosure? Dawson claims itemized bills are not privileged and must be disclosed. District asserts itemized bills reveal confidential communications and are privileged. Yes; itemized bills tied to privileged communications are exempt.
Is the February 9, 2010 insurer letter naming Cooper as district's attorney privileged? Dawson contends the letter is a public-records item subject to disclosure. District asserts the letter is protected by attorney-client privilege as a communications from insurer/defense counsel. Yes; the letter is privileged as an insurer-attorney communication.
Has voluntary disclosure waived the privilege? Dawson argues board/public disclosures waive any exemption. District contends disclosure did not reveal contents or undermine privilege. No; waiver not established by the disclosed board/public references.
Did the district meet its burden to prove applicability of the privilege? Dawson asserts insufficient showing to withhold records. District provided affidavits and evidence supporting privilege. Yes; burden met, records properly exempt.

Key Cases Cited

  • State ex rel. Cincinnati Enquirer v. Dupuis, 98 Ohio St.3d 126 (2002-Ohio-7041) (waiver by voluntary disclosure requires showing of content disclosure)
  • State ex rel. Taxpayers Coalition v. Lakewood, 86 Ohio St.3d 385 (1999) (attorney-client privilege extends to confidential records and billing narratives)
  • State ex rel. Toledo Blade Co. v. Toledo–Lucas Cty. Port Auth., 121 Ohio St.3d 537 (2009-Ohio-1767) (records law balanced with privilege; contents matter for disclosure)
  • State ex rel. Cincinnati Enquirer v. Jones-Kelley, 118 Ohio St.3d 81 (2008-Ohio-1770) (strict construction of exceptions; custodian bears burden)
  • Mahajan v. State Med. Bd. of Ohio, 127 Ohio St.3d 497 (2010-Ohio-5995) (public-records claims must have merit; discretionary costs)
  • Swidler & Berlin v. United States, 524 U.S. 399 (1998) (attorney-client privilege fosters candid communications)
Read the full case

Case Details

Case Name: State Ex Rel. Dawson v. Bloom-Carroll Local School District
Court Name: Ohio Supreme Court
Date Published: Nov 29, 2011
Citation: 131 Ohio St. 3d 10
Docket Number: 2011-0145
Court Abbreviation: Ohio