Judge: Armen Tamzarian, Case: 23STCV05906, Date: 2023-11-02 Tentative Ruling

Case Number: 23STCV05906    Hearing Date: November 2, 2023    Dept: 52

Plaintiff Blade Thomas’s Motions to Compel Further Responses to (1) Form Interrogatories, (2) Special Interrogatories, (3) Requests for Production

Separate Statements

            Defendant Cedars-Sinai Medical Center’s oppositions to plaintiff’s motions argue the separate statements are defective because they incorporate material by reference.  “The separate statement must be full and complete so that no person is required to review any other document in order to determine the full request and the full response.  Material must not be incorporated into the separate statement by reference.”  (Cal. Rules of Court, rule 3.1345(c).)  Plaintiff’s separate statements are full and complete.  Each separate statement merely incorporates earlier parts of itself—e.g., the reasons to compel further responses to No. 2 incorporate the reasons stated for No. 1.  Doing so is permitted and preferable to copying the same text repeatedly.

Form Interrogatories

Plaintiff Blade Thomas, by and through his successor in interest, Alissa Thomas, moves to compel defendant Cedars-Sinai Medical Center to serve further responses to form interrogatories Nos. 12.6 and 17.1.

A party propounding interrogatories may move to compel further responses when an answer “is evasive or incomplete,” “[a]n exercise of the option to produce documents under Section 2030.230 is unwarranted or the required specification of those documents is inadequate,” or “[a]n objection to an interrogatory is without merit or too general.”  (CCP § 2030.300(a).)

Form interrogatory – general No. 12.6 asks: “Was a report made by any PERSON concerning the INCIDENT? If so, state: (a) the name, title, identification number, and employer of the PERSON who made the report; (b) the date and type of report made; (c) the name, ADDRESS, and telephone number of the PERSON for whom the report was made; and (d) the name, ADDRESS, and telephone number of each PERSON who has the original or a copy of the report.”

Defendant made various objections, referred to its privilege log, and referred to a document produced in response to a deposition notice.  Defendant’s answer is insufficient.  This question does not ask for the contents of the reports.  Defendant articulates no reason why the answers to questions 12.6(a)-(d), as opposed to the contents of the reports themselves, are privileged.

Referring to the specified document (attached as Exhibit 1 to plaintiff’s separate statement) is an unwarranted exercise of the option to produce documents under Code of Civil Procedure section 2030.230.  The document is two pages, so no summary or compilation was necessary.  Moreover, it is, as plaintiff describes it, “blank.”  It is a blank form for incident reports in general.  It does not answer the questions asked.

Defendant’s objections to form interrogatory No. 12.6 are overruled.  Plaintiff is entitled to a further response to form interrogatory No. 12.6.

Form interrogatory No. 17.1 asks defendants to (a) identify requests for admission they did not admit, (b) state supporting facts, (c) identify all witnesses with knowledge of those facts, and (d) identify all supporting documents, including by stating the contact information for any person who has each document.  

Plaintiff moves to compel further responses regarding requests for admission Nos. 8, 9, 10, 15 and 16-31.  Defendant did not provide a sufficient answer to No. 17.1(b) as to requests for admission Nos. 8 and 10.  Defendant responded by identifying numerous witnesses and providing an appendix of contact information, but did not provide contact information for all the employees.  For example, defendant named Rachel Whitaker, RN as a person with knowledge of the facts but did not include her in the appendix of contact information.   

Defendant’s remaining responses are valid.  Defendant answered each subpart for each request it denied.  For 17.1(b), plaintiff argues that defendant failed to provide adequate details in support of its denials.  For example, No. 16 asked defendant to admit it “did not have a ‘method for establishing staffing requirements per unit, patient and shift.’ ”  Nos. 23 and 24 asked defendant to admit it did not possess “competency evaluations” for some of its personnel.  Defendant responded that it did have a method for establishing staffing requirements and it did possess the “competency evaluations.”    

Plaintiff’s arguments largely focus on the substance of whether defendant had a sufficient method for establishing staffing requirements or had sufficient “competency evaluations,” and so on.  That defendant’s answers purportedly do not describe a sufficient method for establishing staffing requirements is not grounds for compelling a further response.  To the contrary, if defendant’s response describes an insufficient method for establishing staffing requirements, that response supports plaintiff’s case.  To require further responses would allow the requesting party to endlessly expand the interrogatory to demand further details. 

Plaintiff is not entitled to a further response to form interrogatory No. 17.1, except for 17.1(c) as to requests for admission No. 8 and 10.

Special Interrogatories

            Plaintiff moves to compel further responses to special interrogatories Nos. 24, 25, 26, and 29.  Plaintiff’s separate statement in support of the motion includes special interrogatory No. 22 instead of No. 25.  The motion, meanwhile, does not mention No. 22.  The motion is therefore procedurally defective as to Nos. 22 and 25.  The court only reaches the merits of Nos. 24, 26, and 29.

            Nos. 24 and 26 ask defendant to identify each person working “as a certified nursing assistant” and “as a licensed vocational nurse,” respectively, at any location where plaintiff resided.  Defendant responded, “[A]fter a diligent search and reasonable inquiry, Responding Party does not have any responsive information to this interrogatory as there were no ‘certified nursing assistants’/ ‘licensed vocational nurses’ employed by Responding Party on any wing, station or unit of the HOSPITAL in which Blade Thomas resided.” 

            These answers are sufficient.  Plaintiff argues the answers constitute “semantical gamesmanship” because, in response to other discovery requests, defendant provided job descriptions including “licensed vocational nurse” and “clinical partners” who must be certified nursing assistants.  That defendant did not employ any such people is a complete and direct response.  Whether the response is true is a question of credibility, not whether defendant complied with the Civil Discovery Act.  (See Saxena v. Goffney (2008) 159 Cal.App.4th 316, 333 [“serving a willfully false answer to an interrogatory” is “not specifically covered by the Civil Discovery Act”].) 

            No. 29 asks defendant to identify and provide contact information for each member of the hospital’s governing body.  Defendant identified numerous people but did not provide contact information for them.  Defendant stated they can be contacted through defendant’s counsel.  Even assuming defendant represents these individuals (see Cal. Rules of Prof. Conduct, rule 1.13(a) [“the client is the organization itself”]) such that plaintiff’s counsel may not communicate with them under the California Rules of Professional Conduct (rule 4.2(a), (b), (d)), those are not rules of discovery.  Plaintiff may discover their contact information. 

In its opposition, defendant states it served an appendix of contact information on September 6, 2023.  (Aziz Decl., Ex. B.)  That appendix does not include contact information for all people defendant identified in response to special interrogatory No. 29.  Plaintiff is therefore entitled to a further response to special interrogatory No. 29. 

Requests for Production

            Plaintiff Blade Thomas moves to compel further responses to requests for production Nos. 2 and 33.   Plaintiff’s separate statement in support of the motion includes request for production No. 3 instead of No. 2.  The motion, meanwhile, does not mention No. 3.  The motion is therefore procedurally defective as to Nos. 2 and 3.  The court only reaches the merits of No. 33. 

A requesting party may move to compel further responses if “[a] statement of compliance with the demand is incomplete,” “[a] representation of inability to comply is inadequate, incomplete, or evasive,” or “[a]n objection in the response is without merit or too general.”  (CCP § 2031.310(a).)

No. 33 demands “all DOCUMENTS upon which the responding party relied during the time period of April 1, 2021 through December 14, 2021 to ensure that HOSPITAL patient care personnel who, on behalf of the HOSPITAL, provided any BASIC SERVICES to Blade Thomas were fit to perform their job duties in the HOSPITAL.”

Defendant responded with various objections and ultimately gave the following substantive response: “Responding Party complies with this demand and has already produced all responsive documents that are in the possession, custody, and control of Responding Party as Exhibits 8 and 18.” 

In its opposition, defendant acknowledges it withheld so-called “fitness documents” including job applications and performance reviews.  Defendant argues it may withhold these documents solely by relying on what the court stated at an informal discovery conference: “The Court noted that plaintiff had not alleged a cause of action for Negligent Hiring, Supervision, and/or Retention. The Court acknowledged that, if required to do a balancing test, the employees’ information is not relevant as it pertains to this case.  Further, the Court also acknowledged that employee applications or other documents would not be relevant either.”  (Opp., p. 11.)

As plaintiff argues, however, recovering enhanced remedies for elder abuse by an employer requires showing that “the employer had advance knowledge of the unfitness of the employee and employed him or her with a conscious disregard of the rights or safety of others” (Civ. Code, § 3294(b); Welf. & Inst. Code, § 15657(c) [incorporating Civ. Code § 3294(b)].) 

Plaintiff’s need for disclosure justifies discovery of the employees’ private information.  “The party asserting a privacy right must establish a legally protected privacy interest, an objectively reasonable expectation of privacy in the given circumstances, and a threatened intrusion that is serious.”  (Williams v. Superior Court (2017) 3 Cal.5th 531, 552.)  If the objecting party shows all three elements, then the court must balance the need for disclosure against the right to privacy.  (Ibid.)  “[T]he party seeking protection may identify feasible alternatives that serve the same interests or protective measures that would diminish the loss of privacy.”  (Ibid.)

Defendant establishes each element.  People have a right to privacy in their personnel files and other employment records.  (Board of Trustees v. Superior Court (1981) 119 Cal.App.3d 516, 528-530.)  These employees have an objectively reasonable expectation that employment records remain between them and their employer.  Discovering documents such as performance evaluations and disciplinary reports is a serious intrusion.

Disclosing these documents is the most reasonable and reliable way for plaintiff to discover potential evidence that defendant’s officers or managing agents knew its employees were unfit.  Plaintiff has no practical alternative way to learn this information.  Entering a protective order, as plaintiff proposed, will adequately serve to mitigate the intrusion into employees’ privacy rights. 

Defendant’s objections to request for production No. 33 are overruled.  Plaintiff is entitled to a further response to No. 33.

Sanctions

            Plaintiff moves for monetary sanctions against defendant in each motion.  Plaintiff’s motions were only partially successful.  Defendant acted with substantial justification in opposing each motion.  No sanctions are warranted.

Disposition

            Plaintiff Blade Thomas’s motion to compel further responses to form interrogatories is granted in part as to form interrogatory No. 12.6 and No. 17.1(c) regarding requests for admission Nos. 8 and 10.  Defendant Cedars-Sinai Medical Center is ordered to provide further verified responses without objections to form interrogatory No. 12.6 and No. 17.1(c) regarding requests for admission Nos. 8 and 10 within 30 days. 

Plaintiff Blade Thomas’s motion to compel further responses to special interrogatories is granted in part as to special interrogatory No. 29.  Defendant Cedars-Sinai Medical Center is ordered to provide a further verified response without objections to special interrogatory No. 29 within 30 days.  

Plaintiff Blade Thomas’s motion to compel further responses to requests for production is granted in part as to request No. 33.  Subject to a protective order limiting disclosure of the documents and information about defendant’s employees, defendant Cedars-Sinai Medical Center is ordered to produce all additional documents responsive to request for production No. 33 within 30 days.