Cupples Products Co. v. Marshall
Diana Wright filed a gross negligence claim against Cupples Products, her husband’s employer, after his death, subsequent to settling a workers’ compensation claim with Liberty Mutual Insurance Company, Cupples’ insurer. Wright sought discovery from Liberty Mutual, requesting statements, reports, photographs, diagrams, sketches, and accident/inspection reports related to her husband's accident. The trial court, presided over by Judge John McClellan Marshall, ordered the production of these documents for an in camera inspection. Cupples Products and Liberty Mutual, as relators, filed a petition for a writ of mandamus, contending that the documents were exempt from discovery under TEX.R.CIV.P. 166b(3)(b) and (d), arguing they were privileged communications made in connection with the investigation of the occurrence. The appellate court agreed with the relators, holding that any investigation by an agent of a party, made subsequent to the occurrence out of which the claim has arisen, is privileged and exempt from discovery, even if it was initially for a different claim (workers' compensation). The court conditionally granted the petition for the writ of mandamus, expecting the trial judge to vacate the discovery orders.