Opinion
12236-20
08-08-2024
BEAR CREEK LH HOLDINGS, LLC, BEAR CREEK INVESTORS, LLC, TAX MATTERS PARTNER, Petitioner v. COMMISSIONER OF INTERNAL REVENUE, Respondent
ORDER
Christian N. Weiler, Judge
This case is calendared for trial at a two-week special trial session of this Court commencing on June 2, 2025, at 10:00a.m. (EST) in Room 1136, Russell Federal Building & Courtroom, 75 Ted Turner Drive, S.W., Atlanta, Georgia 30303.
On June 5, 2024, after calendaring this case for trial, the Court directed the parties to file a status report listing proposed pretrial deadlines. On July 22, 2024, the parties filed a joint status report and attached thereto proposed pretrial deadlines for our consideration. The report also requested that the Court issue an order directing the parties to file a further status report in 90 days to provide the then-current status of this case.
After due consideration and for the efficient disposition of this case, it is
ORDERED that the parties shall file a joint status report on or before October 21, 2024. It is further
ORDERED that any informal discovery requests shall be made before October 18, 2024. It is further
ORDERED that any stipulation to be bound, either to bind other cases to this case or to bind this case to other cases, shall be filed on or before December 3, 2024. It is further
ORDERED that all written discovery requests, including requests for interrogatories, production of documents, or for admission, shall be served on or before December 4, 2024. It is further
ORDERED that any motions for summary judgment or other dispositive motions shall be filed on or before January 3, 2025. It is further
ORDERED that all expert witness reports, if any, including copies of any non-publicly available documents referenced or relied upon by said expert in preparation of the report, shall be lodged with the Court and exchanged between the parties on or before March 19, 2025. It is further
ORDERED that any motions to compel responses to discovery or stipulations shall be filed on or before March 19, 2025. It is further
ORDERED that all expert workpapers related to opening reports shall be exchanged between the parties on or before March 26, 2025. It is further
ORDERED that any motions for continuance shall be filed on or before April 3, 2025. It is further
ORDERED that all rebuttal expert witness reports, if any, including copies of any non-publicly available documents referenced or relied upon by said expert in preparation of the report, shall be lodged with the Court and exchanged between the parties on or before April 28, 2025. It is further
ORDERED that a list of all witnesses who will or may testify at trial, including all experts and brief summaries of the anticipated testimony of those witnesses, shall be filed on or before April 28, 2025. Witnesses who are not identified will not be permitted to testify at trial without leave of Court upon sufficient showing of good cause. It is further
ORDERED that each party shall file a pretrial memorandum on or before May 2, 2025. The pretrial memorandum shall set forth:
(1)(a) The issues of fact (including any issues subsidiary to the ultimate issues) and (b) the issues of law (including any issues subsidiary to the ultimate issue) to be resolved by the Court. Such issues should be set forth in sufficient detail to enable the Court to decide the case in its entirety by addressing each of the issues listed; and
(2)(a) A description of any major evidentiary issues expected to arise at trial and (b) a description of any other significant problems on which a ruling will be required.
The pretrial memorandum shall also advise the Court of the estimated trial time. It is further
ORDERED that an executed first stipulation of fact, together with exhibits, shall be filed on or before May 5, 2025. Any supplemental stipulations of facts may be filed with the Court on or before May 27, 2025. It is further
ORDERED that all expert workpapers related to rebuttal reports shall be exchanged between the parties on or before May 5, 2025. It is further
ORDERED that all motions in limine or any other pretrial motions, if any, shall be filed on or before May 5, 2025, and opposition to any motion in limine shall be filed on or before May 27, 2025. It is further
ORDERED that all documents or materials (except impeachment documents or materials) that a party expects to use at trial and are not in the Stipulation of Facts, shall be identified and exchanged between the parties on or before May 16, 2025. The Court may refuse to receive into evidence any document or material that is not exchanged on or before May 16, 2025. It is further
ORDERED that all demonstrative exhibits intended for use in opening statements shall be identified and exchanged between the parties on or before May 27, 2025.
This Order constitutes official notice of its contents to the parties.