MEMORANDUM AND ORDER
Defendant United States of America moves pursuant to Rule 26(e)(2) of the Federal Rules of Civil Procedure for a protective order barring disclosure of certain materials until after plaintiff George Rofail has been deposed. For the reasons below, the motion is denied.
BACKGROUND
This is a personal injury case brought under the Jones Act. See 46 U.S.C.App. § 688 (2004). Ship personnel took plaintiffs statement soon after plaintiffs accident aboard the USNS Denebola on January 15, 2003. Ship personnel also took statements from other crew members and prepared an accident report. Plaintiff requests that all the statements and the report be produced before his deposition. Defendant brings the present motion.
DISCUSSION
It is within my discretion to time document production. Cruden v. Bank of New York,
The court’s discretion is in some respects required given the liberality of the discovery rules. Hasbrouck v. BankAmerica Housing Services,
Rule 26(c) provides that for good cause shown, the court “may make any order which justice requires to protect a party or person from annoyance, embarrassment, oppression, or undue burden or expense[.]” Fed.R.Civ.P. 26(e). Under Rule 26(c), the court can order a stay of discovery or provide other protections to the moving party, including ordering discovery take place in a particular sequence. Id.; Hasbrouck,
A. Plaintiffs Statement
Under Rule 26(b)(3), a party may obtain discovery of materials prepared for litigation by its adversary if the party makes the proper showing. The party must show that it is unable to obtain the substantial equivalent of the materials without undue hardship. Fed.R.Civ.P. 26(b)(3). An exception to this rule is that “[a] party may obtain without the required showing a statement concerning the action or its subject matter previously made by the party.” Id. In other words, a party is “entitled as a matter of right” to obtain a copy of the statement it made, “merely upon request and without any showing of any kind.” Vinet v. F & L Marine Mgmt., Inc., No. 04-594,
The 1970 Advisory Committee Notes to Rule 26(b)(3), in a discussion of the statement exception, recognized that a party giving a statement to its adversary-usually before commencement of litigation-was likely unrepresented and at a disadvantage. The rules thus require parties in possession of statements to turn them over before trial so that the party making them can explain discrepancies which may exist between the original statement and the party’s contention at trial. This is designed to ensure that any such discrepancies, which might have been the result of memory lapse or inaccuracy, are not given prominence they do not deserve. See Fed.R.Civ.P. advisory committee notes 153.
The advisory committee notes also state that “[i]n appropriate cases the court may order a party to be deposed before his statement is produced.” Id. The notes cite two cases where courts found it appropriate to delay production. The two cases do not have anything in common which show what made this action “appropriate” other than that in each case the party in possession of the statement asked the court for an order delaying production. See Smith v. Central Linen Serv. Co.,
A review of the ease law suggests it is common practice for defendants to request, and for courts to grant, stays of production of the statements of parties (and of other investigative materials) until after the party has been deposed. See, e.g., Mills v. Energy Transp. Corp., No. 96 Civ. 4828,
The Rule 26(c) cases cited above require good cause be shown before a court issues a protective order staying production of materials. These good cause cases usually involve a litigant’s concern that private information obtained in discovery will become public. See, e.g., Hashrouck,
Stays of production of a party’s statement under Rule 26(b)(3) must be granted or denied pursuant to a litigant’s motion for a protective order under Rule 26(c). Requests for stays of production of party’s statements, viewed in the Rule 26(e) context, are thus a category of limited protective orders. Both Rule 26(b)(3) and 26(c) operate within the system described in Rule 26(d): “Unless the court upon motion, for the convenience of parties and witnesses and in the interests of justice, orders otherwise, methods of discovery may be used in any sequence, and the fact that a party is conducting discovery, whether by deposition or otherwise, does not operate to delay any other party’s discovery.” Fed.R.Civ.P. 26(d); see also Fed.R.Civ.P. 26(b)(1) (allowing discovery of any relevant non-privileged matter, with appropriate limits). Courts which routinely allow stays of production of party statements until after deposition are ignoring both the Rule 26(e) requirement that a litigant demonstrate good cause for the stay and the general rule that discovery by one party does not interrupt discovery of the other.
The movant in this case, defendant United States, does not dispute that Rule 26(c) controls. See Defendant’s Letter Motion of December 22, 2004 (“we are moving for a protective order pursuant to Fed.R.Civ.P. 26(c)(2)”). But despite moving under Rule 26(c), defendant does not attempt to establish good cause, by specific facts or articulated reasoning, to justify the grant of a protective order. Defendant simply notes that courts permit stays of production of party statements until after the party’s deposition. It says that there is a danger that plaintiff may tailor his testimony to the statement. No case describes the possibility that a plaintiff might tailor testimony to a prior statement as good cause pursuant to a Rule 26(c) analysis. Furthermore,
[defendant’s contentions] are merely eonclusory allegations, unsupported by any particular and specific demonstration of fact. Civil discovery is not a game of ambush. A clear requirement in the rules, as in Rule 26(b)(3), may not be evaded by such unsubstantiated surmise. To conclude that a witness would lie because his accidents were unwitnessed or would testify truthfully only because of the threat that his prior statements might contradict him is simply stereotyping, as is the assumption that his post-accident statements are the only “true” versions of the facts.
Vinet v. F & L Marine Mgmt.,
In its motion to quash, General Houses also asked that its interrogatories be answered before the deposition. The order of examination is at the discretion of the trial judge and we can not say there was an abuse of discretion here.
General Houses,
Mills relied also on Meisch v. Fifth Transoceanic Shipping Co., 94 Civ. 0683,
If courts routinely grant stays because parties cite the possibility of tailoring in a request for a stay, making the request creates good cause.
Defendant has not established good cause for a protective order. Accordingly, I do not attempt to balance the countervailing interests.
B. Statements of Witnesses and Accident Report
The other investigative materials for which the United States requests delay are the statements of other witnesses and an accident report prepared by defendant. Defendant is willing to turn over these items, but would like to wait until after the deposition. The rationale for the delay is the same as that for delaying production of the party’s statement: plaintiff may tailor his deposition to conform to the investigative materials.
A party can apply for a Rule 26(c) protective order for these other investigative materials. It has to make the same showing of good cause discussed above. See Fed. R.Civ.P. 26(c); AMW Materials,
Defendant argues that “plaintiff can point to no rationale as to why he needs to refresh his recollection with statements of other witnesses” and surmises that the “only possible rationale for attempting to use these state
CONCLUSION
I have no basis to conclude that plaintiff will tailor his testimony to his own prior statement or the investigative materials withheld by defendant. Defendant’s motion to stay production of plaintiffs statement and the other investigative materials is DENIED. Defendant is ORDERED to produce plaintiffs statement and the other investigative materials before plaintiffs deposition. If defendant plans on arguing that any portion of the witness statements or accident report is protected by a qualified immunity under Rule 26(b)(3), it is directed to so inform the court.
Any objections to this Order must be filed with the Clerk of the Court, with a copy to the undersigned, within ten (10) days of receipt of this Order. Failure to file objections within the specified time waives the right to assign as error a defect in the Order. See 28 U.S.C. § 636(b)(1)(A); Fed.R.Civ.P. 72, 6(a), 6(e).
SO ORDERED.
Notes
. There is some uncertainty, at least in the Southern District of New York, about what is necessary to establish good cause for a protective order. See Condit v. Dunne,
. The cases cited in the advisory committee notes were decided when the federal rules were different than they are now. See Smith,
Smith was also decided when good cause was required before a party could obtain any document discovery. See Smith,
. The commentators on federal practice agree:
It is not a sufficient answer to say that a truthful person will tell his or her attorney the same things he or she told the adversary. Even the most honest person may well forget particular details with the passage of time. Frequently, too, the statement in question will not be a verbatim account of what the party has said, but will represent a summary, prepared by the opponent and signed by the party, of his version of the events in question. In such a process, inaccuracies or differences in emphasis are not unknown.
8 C. Wright, A. Miller & R. Marcus, Federal Practice and Procedure § 2027 at 410 (West 1994). The court in Vinet also quotes Wright & Miller’s collection of court comments:
[S]ee the comments of an experienced federal judge, Guy Bard, in answer to the contention that the only result of giving the party a copy of his own statement will be that he will change his story, and thus remove one of the safeguards of cross-examination: “I think while there is some danger that unscrupulous people may conform their proof, the benefits gained far overshadow that danger. When we say that they conform the proof, there seems to be an assumption by most of the bar that any statement made or taken down immediately after the accident occurs, is of course, a true statement. I am a great admirer of the Federal Bureau of Investigation. When those special agents take down any statement from any witness or party, and give a report in court, I generally find it to be correct. I am sorry I cannot say the same for the claim agents of certain corporations.” The Practical Operation of Federal Discovery,12 F.R.D. 131 , 156— 157 (1951).
Judge Lay has written: "Whether the problem be one of fault in communication to a good faith interrogator or culpable strategy of the examiner, is immaterial. The fact remains, most ex parte statements reflect the subjective interest and attitude of the examiner as well.” Goings v. U.S., [377 F.2d 753 , 762 n. 13 (8 th Cir.1967) ].
Judge Nordbye has said: "The Court is not so naive as to assume that there are no accident investigations by claim agents where the latter in taking a statement from an injured person does not tend to favor defendant's version of*58 the accident rather than the plaintiff's.” Hudalla v. Chicago, [10 F.R.D. 363 , 365 (D.C.Minn.1950)].
8 Charles A. Wright, Arthur R. Miller & Richard L. Marcus , § 2027 at pp. 410-11 n. 10; quoted in Vinet,
. Smith provides the proposition that asking for a protective order staying production of the statement until after the deposition is enough to obtain one.
. Taking this result to its logical conclusion, it is then arguably negligent for an attorney defending a client which has taken a statement to fail to ask for the stay of production.
. If I was to balance the interests, I would still find for plaintiff. See Parla,
Like Smith and McCoy, which were cited in the 1970 advisory committee notes as examples of courts finding it appropriate to stay production of a statement, Parla was decided under a different set of federal rules. I have considered the changes in discovery nature and practice over the last forty years, and I recognize that any discrepancies between statements could be the result of an honest mistake or a difference in emphasis or wording between sophisticated interviewer and unsophisticated, injured interviewee. I note as well that defendant will still have plaintiff's deposition testimony for use in impeaching plaintiff's trial testimony. Balancing the possibility that plaintiff would tailor his testimony against the certainty that he is operating from a disadvantage, having given a statement to his employer the day of the accident, I would consider plaintiff's entitlement to his statement to outweigh defendant's interest in obtaining unrefreshed deposition testimony.
. I note that New York state has an absolute rule that surveillance videotapes must be turned over, and slate trial judges do not have discretion to stay production until after the party's deposition. Tran v. New Rochelle Hospital Medical Ctr.,
