Jackson v. Schnitzer Steel Industries, Inc.
Annotate this CaseSchnitzer Steel Industries, Inc. sought a writ of mandamus to direct the Jefferson Circuit Court to vacate its order compelling discovery of a post-accident investigation report related to an accident that occurred at the Birmingham facility of Schnitzer Southeast, LLC (a subsidiary). In 2008, Jason Jackson had part of his leg amputated as a result of a workplace accident that occurred at Schnitzer Southeast's metal-recycling facility in Birmingham. After the accident, Schnitzer Steel instigated a post-accident investigation. Josephine Cetta, who was a safety director at Schnitzer Steel at the time of Jackson's accident, conducted the investigation. Cetta testified in her deposition that in-house counsel at Schnitzer Steel reviewed and edited the report. She also testified that in-house counsel marked the report as privileged. Sometime after the accident but before Cetta's report was created, Jackson filed a worker's compensation claim with Schnitzer Southeast. In September 2010, Jackson and his wife, Latonya Jackson, filed a separate action against Schnitzer Steel and certain of its employees, seeking additional recovery for the injuries Jackson suffered. The trial court ordered Schnitzer Steel to produce, among other things, "reports of safety inspections." Here, the evidence before the Supreme Court indicated that, although anticipation of litigation may not have been the sole factor for preparing the report, it was "a significant factor" in the company's decision to have the report prepared. The Supreme Court concluded that the trial court exceeded its discretion by ordering Schnitzer Steel to produce the report, which was prepared in reasonable anticipation of litigation. Therefore, the Court granted Schnitzer Steel's petition and issued the writ.
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