Source: s3://data.kl3m.ai/documents/govinfo/USCOURTS/USCOURTS-azd-2_06-cv-02635/USCOURTS-azd-2_06-cv-02635-12/pdf.json

Nature of Suit Code: 110
Nature of Suit: Insurance
Cause of Action: 28:1332 Diversity-Insurance Contract

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IN THE UNITED STATES DISTRICT COURT

FOR THE DISTRICT OF ARIZONA

Jay A. Morrow, D.D.S.,

Plaintiff, 

vs.

Boston Mutual Life Insurance Company,

et al.,

Defendants. 

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No. CIV 06-2635-PHX-SMM

ORDER

On October 31, 2007, the Court held a telephonic discovery dispute in the abovecaptioned matter. The parties presented several issues for the Court’s determination, each

pertaining to Defendants BMI and Dr. Kilburn’s responses to discovery requests. The

hearing addressed BMI and Dr. Kilburn’s prior claim review work on behalf of DRMS, tax

records of BMI and Dr. Kilburn, BMI employees’ testimony in other matters, and Dr.

Kilburn’s notes relating to Plaintiff’s claim review. Pursuant to the decisions reached in that

hearing, IT IS HEREBY ORDERED as follows:

(1) Defendant BMI shall produce to Plaintiff a summary of previous claims reviews

performed by BMI for DRMS, including reviews conducted by Dr. Kilburn. Due to the

privacy interests involved in medical records, the summary shall consist of a case number

(e.g., “1") and the determination reached (e.g., “disabled”). BMI shall also maintain a master

list identifying which case numbers correspond to which files, in the event further disclosure

of the files is warranted.

Case 2:06-cv-02635-SMM Document 155 Filed 11/02/07 Page 1 of 2
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(2) Defendant Kilburn shall provide to Plaintiff a modified financial disclosure of all

IRS W-2 and 1099 forms for 2005, 2006, and 2007.

(3) Defendant BMI shall identify to Plaintiff the instances in which BMI employees

have testified, and shall identify whether a transcript is available of that testimony.

(4) Issues pertaining to whether Defendants waived their objections to discovery

requests shall be addressed as part of the Court’s consideration of the existing motions filed

by the parties.

(5) Plaintiff’s request that Defendant Kilburn produce the file and notes relating to

Plaintiff’s file review, or to state where those documents are, is denied as premature.

(6) As the Court has ruled for each party on issues brought before it, Plaintiff’s request

for attorneys’ fees is denied.

DATED this 1st day of November, 2007.

Case 2:06-cv-02635-SMM Document 155 Filed 11/02/07 Page 2 of 2