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Subject:
From:
"Mottern.John" <[log in to unmask]>
Reply To:
Records Management Program <[log in to unmask]>
Date:
Tue, 18 Jul 2006 17:00:57 -0400
Content-Type:
text/plain
Parts/Attachments:
text/plain (192 lines)
Yes. You know mortgage statements, birth certificates, tax returns and
the like. Thanks.

John H. Mottern, Jr.
Senior Contract Specialist
Mail Code: GA-ATL-4161
250 Piedmont Avenue, N.E.
Suite 980
Atlanta, GA 30308
(P) 404.813.3168
(F) 404.588.8405
(E) [log in to unmask]


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-----Original Message-----
From: Records Management Program [mailto:[log in to unmask]] On
Behalf Of Steve Morgan
Sent: Tuesday, July 18, 2006 3:37 PM
To: [log in to unmask]
Subject: Re: [RM] Individual Record Keeping Guidelines

Do you mean personal? 


Steve Morgan
C.J. Segerstrom & Sons, Records Manager
[log in to unmask]
(714) 438-3228 phone
(714) 546-9835 fax

-----Original Message-----
From: Records Management Program [mailto:[log in to unmask]] On
Behalf Of Mottern.John
Sent: Tuesday, July 18, 2006 12:24 PM
To: [log in to unmask]
Subject: Individual Record Keeping Guidelines

Does anyone have any information on individual record keeping
guidelines?  Thanks.

 

John H. Mottern, Jr.

Senior Contract Specialist

Mail Code: GA-ATL-4161

250 Piedmont Avenue, N.E.

Suite 980

Atlanta, GA 30308

(P) 404.813.3168

(F) 404.588.8405

(E) [log in to unmask]

 

 

Confidentiality

 

The information contained in this transmission is intended only for the
individual or entity named above and may contain information that is
privileged or confidential. If the reader of this message is not the
intended recipient, or the employee or agent responsible to deliver it
to the intended recipient, you are hereby notified that any
dissemination, distribution or copying of this communication is strictly
prohibited. Receipt by anyone other than the intended recipient is not a
waiver of any attorney-client or work-product privilege. If you have
received this communication in error, please notify us immediately. We
would appreciate your returning the original to us.

 

-----Original Message-----
From: Records Management Program [mailto:[log in to unmask]] On
Behalf Of Brent D. Smith
Sent: Monday, July 17, 2006 5:39 PM
To: [log in to unmask]
Subject: [RM] Law putting a greater burden of discovery on the defendant

 

I recently read a comment indicating that  while the plaintiff or the
court

used to request specific records, the burden of knowing what records
were

relevant to a case has been shifted to the defendant.  That is: if you
are

being sued, you may be required to determine what records might be
relevant

to the case and to produce any or all of them.

I failed to make a note of the related citations.   Can anyone help me
to

identify the citation or comments.  I think that I read them here on the

listserv, not more than a few weeks ago.

 

Thanks,

 

Brent D. Smith

Corporate Records System Administrator

Guardian Life Insurance Co.

 

 

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