Opinion
12907-22
07-02-2024
MARTIN PLANTATION, LLC, PIEDMONT PRIVATE EQUITY MANAGER, LLC, PARTNERSHIP REPRESENTATIVE, Petitioner v. COMMISSIONER OF INTERNAL REVENUE, Respondent
ORDER
Travis A. Greaves Judge
This case is calendared at a Special Trial Session of the Court in Jacksonville, Florida, beginning on September 22, 2025.
On June 24, 2024, the parties filed a joint Status Report that included a proposed pretrial schedule.
Upon due consideration, it is
ORDERED that the parties comply with the following deadlines and requirements, unless the Court, upon request, grants an extension:
Rule
Description
Due Dates (on or before)
91
Lodge First Stipulation of Facts
January 31, 2025
71, 72, 90
Serve Formal Discovery, Including Interrogatories, Requests for Production of Documents, and Requests for Admission
April 1, 2025
104
Motions to Compel Answers to Interrogatories, Production of Documents, and Review Sufficiency of Admissions
May 16, 2025
74
Serve notice(s) of party and non-party fact witness depositions
May 16, 2025
74(c)
File motion(s) with respect to party and non-party depositions. Response due within 14 days after motion is filed. Reply due with 7 days after response is filed.
June 6, 2025
121
Motions for Summary Judgment. Response due 30 days after motion is filed. Reply due 15 days after response is filed.
June 16, 2025
143(g)
Exchange and Lodge Expert Reports
June 26, 2025
Exchange Workpapers and Documents Relied Upon by Expert
July 2, 2025
74
End deposition period with respect to party and non-party fact witness depositions
July 18, 2025
143(g)
Exchange and Lodge Rebuttal Expert Reports, if any
July 24, 2025
Exchange Documents Relied Upon by Rebuttal Expert, if Rebuttal Report Lodged
July 31, 2025
91
Lodge second Stipulation
August 1, 2025
of Facts with Court. Additional Stipulations of Fact may be lodged after this date.
Pretrial Memorandum
August 18, 2025
Exchange Documents Not Stipulated (excluding trial demonstratives and documents used solely for impeachment)
August 22, 2025
File Motions in Limine
August 29, 2025
File Opposition to Motions in Limine
September 5, 2025
Submit to Court Documents Not Stipulated (excluding trial demonstratives and documents used solely for impeachment)
September 10, 2025
Trial Commences
September 22, 2025