MEMORANDUM AND ORDER WITH REGARD TO PETITION TO COMPEL DOCUMENT PRODUCTION BY BERKSHIRE HEALTH SYSTEMS, INC. (Docket No. 01)
Elsie Storck (“Petitioner”) is the executrix of the estate of her late husband Edward J. Storck. Relying on Fed.R.Civ.P. 27 and 34, Petitioner asks the court to order Berkshire Health Systems, Inc. (“Berkshire Health”), to produce certain documents in its possession relating to the death of her husband. As grounds, Petitioner states that “these doc
The underlying facts of the case need not be set forth in detail, given that the parties appear to be in essential agreement about the surgery and blood transfusion which ultimately led to Mr. Storck’s death “consistent with septic shock.” Petitioner now seeks a variety of documents which she previously requested in a series of letters to various administrators at Berkshire Health. In response to the petition, Berkshire Health has either provided the documents sought by Petitioner or avows, through various affidavits, that the remaining documents simply do not exist. The only document which Berkshire Health acknowledges as existing but undiscovered are minutes of its Transfusion Committee which, Berkshire Health asserts, are protected from disclosure by law.
Fed.R.Civ.P. 27, upon which Petitioner relies, enables a person under certain limited circumstances to seek the perpetuation of testimony prior to commencement of suit. In the Matter of the Application of Sitter,
Even were the court to conclude that the production of documents in this manner would be appropriate under Rule 27, as was true in the unique situation presented in Petition of Thomas (death row inmate petitioning for discovery to obtain evidence establishing that sentence of death by lethal gas constitutes cruel and unusual punishment), that situation is not presented here. However it is used, Rule 27 still has as its underlying purpose the preservation of evidence which would be unavailable otherwise. The rule is not designed to allow pre-complaint discovery. See Penn Mut. Life Ins. Co. v. United States,
In the case at bar, Petitioner makes little secret of the fact that her purpose in seeking the documents is discovery. “An order compelling production of the documents sought by [Petitioner] is essential, since without such documents, [Petitioner] will lack the basic information needed to bring suit against any party that may have been negligent in her husband’s death.” Petition (Docket No. 01) at 6. To accomplish her goal, however, Petitioner simply ignores, if not distorts, the preservation component of the rule. For example, Petitioner asserts, relying on Petition of State of North Carolina,
Having failed to convince the court of the need to perpetuate the one document which evidently remains outstanding, Petitioner’s request is clearly inadequate on its face. Accordingly, the court need not address Berkshire Health’s contention with respect to that one document, that it is protected from disclosure by operation of law. As a result, even though Berkshire Health cites a number of cases for the proposition that medical peer review committee notes are protected from disclosure, see Swatch v. Treat,
For the foregoing reasons, the Petition is DENIED.
