CAMPBELL v. Garlock, Inc. and Parker-Hannifin Corporation, Defendants-Appellants.  (Appeal No. 2.) (2007)

 Plaintiffs commenced this action seeking damages for injuries sustained by David W. Campbell (plaintiff) as a result of his exposure to asbestos.   Supreme Court properly granted plaintiffs' motion for a protective order directing defendants to return a document that was inadvertently disclosed to defendants' attorneys on the ground that it was protected by the attorney-client privilege.   The document at issue is a factual chronology written by plaintiff concerning the history of his asbestos exposure, and a review of the document establishes that it was prepared by plaintiff at the request of plaintiffs' attorneys in preparation for their first meeting “for the purpose of obtaining legal advice or services” (Matter of Priest v. Hennessy, 51 N.Y.2d 62, 69, 431 N.Y.S.2d 511, 409 N.E.2d 983).   The record establishes that plaintiffs' attorneys took reasonable precautions to prevent the disclosure and that plaintiff did not waive the attorney-client privilege when the document was inadvertently disclosed (see Manufacturers & Traders Trust Co. v. Servotronics, Inc., 132 A.D.2d 392, 399, 522 N.Y.S.2d 999).   The record further establishes that plaintiffs' attorneys promptly asserted the privilege, i.e., within a day of discovery of the inadvertent disclosure (see Baliva v. State Farm Mut. Auto. Ins. Co., 275 A.D.2d 1030, 1032, 713 N.Y.S.2d 376).   Finally, defendants failed to establish that plaintiff reviewed the document in order to prepare for his deposition or to refresh his recollection with respect to his deposition testimony and thereby waived the attorney-client privilege (see Maisch v. Millard Fillmore Hosps. [Appeal No. 1], 278 A.D.2d 838, 718 N.Y.S.2d 776).

It is hereby ORDERED that the amended order so appealed from be and the same hereby is unanimously affirmed without costs.

MEMORANDUM: