Judge: Bryant Y. Yang, Case: 20STCV16994, Date: 2024-01-16 Tentative Ruling



Case Number: 20STCV16994    Hearing Date: January 16, 2024    Dept: L

Plaintiffs Laura Rocha, Ezekiel Rocha, and Javier Lopez’s Motion to Compel Further Response to Request for Production of Documents, Set Three is DENIED.  Plaintiffs’ request for monetary sanctions against Defendant Mi Sueno Speech Therapy, Inc. or Counsel Brian P. Kamel is DENIED.

I.                BACKGROUND

On May 5, 2020, Plaintiff Laura Rocha, as parent guardian ad litem for Ezekiel Rocha and Javier Lopez (“Plaintiffs”), filed an action against Defendants Diana Arreola (“Arreola”), Mi Sueno Speech Therapy, Inc. (“Defendant”), and Does 1-50, alleging that Arreola was caught on camera violently hitting Plaintiff Ezekiel Rocha, a two-year-old with developmental delays, during their weekly speech therapy sessions.  Plaintiffs asserted four causes of action: (1) negligence; (2) negligent infliction of emotional distress; (3) negligent hiring, supervision, and retention of an employee; and (4) battery.  Plaintiffs filed the Second Amended Complaint on February 2, 2021, asserting the same causes of action in the Complaint, plus separate causes of action for negligent infliction of emotional distress against Arreola and Defendant.

On April 7, 2023, Plaintiffs served Defendant’s counsel with a Request for Production of Documents, Set Three.  (Rabi Decl. ¶ 3, Ex. A.)  On May 30, 2023, Defendant initially only served objections to Plaintiffs’ request.  (Id. at ¶ 4, Ex. B.)  On May 31, 2023, Plaintiffs served a thirty-three page meet and confer letter and gave Defendant until June 14, 2023, to provide supplemental responses.  (Id. at ¶ 6, Ex. C.)  On August 1, 2023, Defendant’s counsel produced redacted documents.  (Id. at ¶ 7, Ex. D.)  Plaintiffs’ counsel asserts that further attempts to meet and confer were ignored.  (Id.)

 On September 28, 2023, Plaintiffs filed a Motion to Compel Further Response to Requests for Production of Documents, Set Three.  Plaintiffs argue that Defendant has raised unmeritorious objections and have produced documents so heavily redacted that they are unintelligible.  (Mem. P&A at p. 8.)  Plaintiffs also contend that the documents requested are neither attorney-client privileged communications or work-product privileged documents because the documents are from September 2019 to December 2019, four months before the assault and battery caught on camera.  (Id. at p. 5.)  Plaintiffs request that the produced documents be presented unredacted to the Court for in-camera review.  (Id. at p. 8.)

On November 17, 2023, Defendant filed an Opposition.  Defendant asserts that Plaintiffs did not attach the documents at issue in the instant motion and, therefore, the Court cannot evaluate Defendant’s production without the documents.  (Opp’n at p. 2.)  Defendant contends that all the documents have been produced, never existed, or will have been produced by November 20, 2023.  (Id. at p. 2.)  Defendant asserts that the information requested is not limited to communication regarding the Plaintiffs; the requested documents allegedly contain the names and medical history of other patients, which are not relevant to the instant case and protected from disclosure under state and federal law.  (Id. at pp. 2-4.) 

No reply was filed.  A hearing on the present Motion and Status Conference Re: Discovery Referee, Mandatory Settlement Conference, and Mediation Setting is set for January 16, 2024.

II.             DISCUSSION

A.    Motion to Compel Further Response

Plaintiffs move to compel Defendant to provide further response to Plaintiffs’ Requests for Production of Documents, Set Three.  For the following reasons, the Court DENIES Plaintiffs’ motion.

1.     Legal Standard

A party may file a motion to compel further production if it concludes that the “statement of compliance with the demand is incomplete,” a “representation of inability to comply is inadequate, incomplete, or evasive,” and “[a]n objection in the response is without merit or too general.”  (Code Civ. Proc., § 2031.310, subd. (a).)  The motion must be accompanied with a meet and confer declaration.  (Id., § 2031.310, subd. (b)(2).)  Furthermore, the motion must be accompanied by a separate statement, unless no response has been provided to the request for discovery or where the court has allowed the moving party to submit in place a concise outline of the discovery request and each response in dispute.  (Cal. Rules of Court, rules 3.1345(a)(2) and (3), 3.1345(b).)  The separate statement must provide “all the information necessary to understand each discovery request and all the responses to it that are at issue.”  (Cal. Rules of Court, rules 3.1345(c).)

To prevail, the moving party must first offer specific facts demonstrating “good cause justifying the discovery sought by the demand.” (Code Civ. Proc., § 2031.310, subd. (b)(1).)  This burden “is met simply by a fact-specific showing of relevance.”  (TBG Ins. Services Corp. v. Superior Court (2002) 96 Cal.App.4th 443, 448.)  If “good cause” is shown by the moving party, the burden shifts to the responding party to justify any objections made to document disclosure.  (Kirkland v. Superior Court (2002) 95 Cal.App.4th 92, 98.)¿¿

The court must impose sanctions on a party who unsuccessfully makes or opposes a motion to compel further unless the party acted with substantial justification or other circumstances make imposing a sanction unjust.  (Code Civ. Proc., § 2031.310, subd. (h).) “[A]bsent exceptional circumstances, the court shall not impose sanctions on a party or any attorney of a party for failure to provide electronically stored information that has been lost, damaged, altered, or overwritten as the result of the routine, good faith operation of an electronic information system.”  (Id., § 2031.310, subd. (j)(1).) 

2.     Plaintiffs Failed to File a Separate Statement.

Here, Plaintiffs did not file a separate statement for the Motion to Compel Further Response in violation of the California Rules of Court, rule 3.1345.  In the Notice of Motion, Plaintiffs identified a “Separate Statement of Items in Dispute,” but no such statement was actually filed concurrently with the Motion to Compel Further Response.  It is unclear if Plaintiffs’ meet-and-confer letter attached to the Declaration of Counsel Justin Rabi contain the contents required in a separate statement.  Even if it did, the Court did not grant Plaintiffs permission to submit in place a concise outline of the discovery request and each response in dispute.

Because Plaintiffs did not file a separate statement and because the Court has not allowed Plaintiffs to submit in place a concise outline, the Court DENIES Plaintiff’s Motion to Compel Further Response.  (See BP Alaska Exploration, Inc. v. Super. Ct. (1988) 199 Cal.App.3d 1240, 1270 [trial court may take a discovery motion off calendar for failure to comply with the California Rules of Court].)

B.    Sanctions

Plaintiffs request sanctions in the amount of $2,220.00 against Defendant and its attorney of record, Brian P. Kamel, for having to bring the instant Motion to Compel Further Response.  (Mem. P&A at p. 8.)  In opposition, Defendant seeks monetary sanctions against Plaintiff in the amount of $2,062.50.  (Opp’n at p. 6.)

The Court declines to award sanctions to Plaintiffs or Defendant in this case because the Court denies Plaintiffs’ Motion to Compel Further for failure to file a separate statement.  Based on the circumstances, the imposition of sanctions would be unjust due to the procedural defects.  Accordingly, Plaintiffs’ request for monetary sanctions against Defendant is DENIED. Defendant’s request for monetary sanctions against Plaintiff is also DENIED. 

III.           CONCLUSION

             For the foregoing reasons, Plaintiffs’ Motion to Compel Further Response to Requests for Production of Documents, Set Three is DENIED.  Plaintiff’s requests for monetary sanctions against Defendant Mi Sueno Speech Therapy, Inc. is DENIED.  Defendant’s request for monetary sanctions against Plaintiff is also DENIED.


DATED: January 15, 2024

 

____________________

Hon. Bryant Y. Yang
      Judge of the Superior Court