URI:
   DIR Return Create A Forum - Home
       ---------------------------------------------------------
       Kanagaroo Kort
  HTML https://kangarookort.createaforum.com
       ---------------------------------------------------------
       *****************************************************
   DIR Return to: Civil Procedure
       *****************************************************
       #Post#: 50--------------------------------------------------
       Civil Procedure I - Outline 2
       By: SunsetSailor Date: February 17, 2011, 9:23 pm
       ---------------------------------------------------------
       Civil Procedure I
       Where can suit be filed?
       I. Subject Matter Jurisdiction of Federal Courts – Limited
       Jurisdiction
       a. Limited by statute AND
       i. Define the actual scope of jurisdiction
       b. Article III of the Constitution
       i. Section 1 – created the Supreme Court; permission to
       establish lower federal courts
       ii. Section 2 - defines permissible scope of federal judicial
       power, listing all those areas in which federal subject-matter
       jurisdiction may be asserted
       c. Extended in special circumstances
       i. Supplemental jurisdiction (state and federal claims in one
       suit)
       ii. Removal (state to federal court) - ’s option
       II. Federal Question
       a. Case must “arise under” the Constitution or some other aspect
       of federal law and that this fact appear on the face of a
       well-pleaded complaint
       b. “Well pleaded” complaint
       i. Must be demonstrated at the outset by party seeking to invoke
       FQ
       1. If a substantial federal issue is not raised as a legitimate
       part of ’s own claim for relief, there is no FQ
       jurisdiction under the statute
       ii. Cannot be conferred by consent of the parties; absence
       cannot be waived
       iii. Issues that  raises in the answers or issues
       relating to defense that  anticipates, are irrelevant
       for jurisdictional purposes (Louisville & Nashville Railroad v.
       Mottley)
       1. If defect exists, it may be raised at ANY time, even by the
       court without prompting – case will be dismissed
       c. “Arise under”
       d. Need to determine whether FQ jurisdiction exists either
       statute or exclusive area
       i. Ask – does the relation of fed law to case such that it may
       be said to be one “arising under” that law (Article III, Section
       2)
       ii. Statute
       iii. Exclusive areas (listed below)
       iv. Constitutional issues
       v. U.S. treaties
       e. §1331 – The district courts shall have original jurisdiction
       of all civil actions arising under the Constitution, laws, or
       treaties of the United States
       f. Exclusive to Federal Courts
       i. Patent and trademark - §1338
       ii. U.S. Postal system - §1339
       iii. Federal securities - §1335
       iv. Maritime law - §1333
       v. Bankruptcy - §1334
       vi. Anti-trust - §1337
       vii. IRS - §1340
       g. Exception – domestic relation and probate cases
       III. Diversity
       a. Look at citizenship at the time when complaint is filed
       (later changes in domicile do not matter)
       b. ALL parties on ( side need to have different citizenship than
       ALL parties on  side
       c. Two basic requirements
       i. Domiciled within a state
       1. Domicile – residence AND intent to stay for indefinite period
       2. Have only one domicile at a time
       3. Domicile once established continues unless and until a new
       one is acquired
       4. Factors considered:
       a. Current residence
       b. Voting or automobile registration
       c. Location of personal or real property
       d. Location of bank accounts
       e. Place of employment
       f. Membership in unions, churches, and other associations
       g. Participation in civic affairs
       h. Personal declaration of domicile
       ii. U.S. citizen
       d. Representatives
       i. Deemed to be a citizen only of the same state as the
       decedent, infant or incompetent
       e. §1332 – amount in controversy is >$75K AND controversy is
       between:
       i. 1332a1 – citizens of different states
       ii. 1332a2 – citizens of a state, and citizens and subjects of a
       foreign state
       iii. 1332a3 – citizens of different states and in which foreign
       states or citizens or subjects thereof are additional parties
       f. Corporations - §1332c
       i. Citizenship – has dual
       1. State of incorporation
       2. Principal place of business
       a. Muscle test
       i. Major production or service activities = location of major
       corporate assets
       b. Nerve center test
       i. Where corporate policy is made
       ii. Executive and administrative functions
       c. Activities test
       i. Hybrid of nerve and muscle tests
       ii. Central location of manufacturing or services controls
       iii. Exception – when evenly divided, look to corporate HQ
       ii. Limited partnerships
       1. Not juridical citizens as are corporations
       2. Citizenship of ALL partners must be considered
       g. Amount in controversy - > $75K
       i. Exclusive of interests and costs
       ii. If exactly $75K or less, no jurisdiction
       iii. Sum claimed by  controls - must appear to a “legal
       certainty” that the claim is really for less
       iv. If  recovers less, it does not affect validity of
       judgment
       v. Aggregation of claims
       1. Single 
       a. single  w/ 1 claim > $75k may add other unrelated
       claims < $75k against the same &#916;
       b. single &#61520; may add claims against a single &#916; to >
       $75k
       c. for a &#928; to bring in another &#916;, claims against that
       &#916; must > $75k
       2. Multiple &#61520;s
       a. 2 &#61520;s v. 1 &#61508; - each &#61520; is <$75K,
       aggregation not permitted if claims are “separate and distinct”
       b. 1 &#928; meets amount others may join, "supplemental
       jurisdiction"
       c. no single &#928; meets amount - not allowed (unless &#928;s
       interest is undivided)
       d. class action: traditionally, every &#928; had to satisfy
       amount; modern approach - only the named class members
       vi. Counterclaims: (by &#916;)
       1. Compulsory:  arising out of same transaction does not need to
       meet the amount requirement.
       2. Permissive:  arising out of an unrelated transaction must
       have an independent jurisdictional basis, thus must meet the
       amount.
       vii. Removal from state to Fed: (by &#916; only!) (&#928; claim
       < $75k & &#916;'s > $75)
       1. if Permissive counterclaim &#916; may not remove.
       2. if Compulsory counterclaim, courts are split….
       IV. Supplemental Jurisdiction - §1367
       a. §1367 – Supplemental Jurisdiction
       i. 1367a - Federal courts have the power to exercise
       supplemental jurisdiction “over all claims that are so related
       to claims that are so related to claims in the action within
       such original jurisdiction that they form part of the same case
       or controversy under Article III of USC.
       ii. 1367b - Not permitted over claims by &#61520; against any
       jurisdictional made a party through joinder – incompatible with
       complete diversity
       iii. 1367c - Decline supplemental jurisdiction under certain
       circumstances
       b. Two-part inquiry
       i. Do the courts have the power to hear the case?
       1. Article III, Section 2
       2. §1367
       3. Should they exercise discretion to hear the case?
       c. Pendant jurisdiction (Gibbs)
       i. FQ claim and state claim
       ii. For claims in &#61520;’s original complaint
       iii. If arise from same nucleus of operative fact; closely
       related
       d. Ancillary jurisdiction
       i. FQ claim and diversity jurisdiction
       ii. claims arising after &#61520;’s claims are filed
       iii. claims asserted by &#61508; if related to &#61520;’s claims
       iv. If arise from same nucleus of operative fact; closely
       related
       e. FQ and diversity – Court and Congress narrow jurisdiction
       f. Policy reasons
       i. Avoids duplicative state and federal cases
       ii. Gives parties the right to have the full case in federal
       court
       iii. Avoids waste
       iv. Judicial economy
       v. Fairness to litigants
       vi. Convenience
       V. Removal – §1441
       a. &#61508; forces &#61520; to litigate in federal court instead
       of state court originally selected
       b. protects &#61508; against “local bias” of state court – may
       be advantage to &#61520;
       c. 1441a & b – Which cases can &#61508; remove
       i. Removable only if it originally could have been brought in a
       federal court
       1. Look at FQ, diversity and amt. in controversy
       ii. Only from state &#61664; federal; NOT the reverse
       iii. Limited to civil actions
       iv. Limited to &#61508;s
       d. 1441b – case can be removed on basis of diversity only if
       none of the &#61508;s is a citizen of the forum state
       i. If FQ case - &#61508; can remove w/out regard to citizenship
       of the parties
       e. 1441c – allows removal of entire action whenever a separate
       and independent action is joined
       i. court can remand to state “all matters in which state law
       predominates”
       ii. Policy
       1. Promotes judicial economy; no need for parallel state
       litigation
       2. &#61508; would be forced to defend two separate actions if
       the district court could not hear entire lawsuit
       f. 1441e – can hear a case even though state court was improper
       venue (i.e. filing a patent case in state court) – can still be
       “removed” to federal court
       g. 1442 – 1445 – special removal provisions
       h. 1446 – procedure for removal
       i. &#61508; files a notice of removal (usually within 30 days
       after receiving complaint) – sets out facts to justify
       ii. Give written notice to &#61520; and file a copy of notice
       with the state court
       iii. &#61508; may waive right to remove by taking a defensive
       action in the state court before petition for removal
       1. filing a counterclaim
       2. engaging in discovery
       i. 1447 – procedures after removal – motion to remand
       VI. Personal Juris
       a. Within long arm statute?
       b. Does constitution authorize personal juris?
       i. In personam
       1. personally served with process within the court’s territory
       (i.e. within the state)
       ii. In rem
       1. jurisdiction over &#61508;’s property
       iii. Quasi in rem
       1. Actions brought against known persons
       2. Attach property to a suit to get to &#61508;.
       3. Substitute for in personam – property, not person in the
       forum state
       4. If &#61520; wins, property can be sold and proceeds awarded
       to &#61520;
       5. No concern with contacts w/ forum state, only presence or
       absence within the state
       c. History – Pennoyer to International Shoe and progeny
       i. Pennoyer – constitutionality is based on state territorial
       rules and concepts of claims
       6. If personal jurisdiction is valid – entitled to “full faith
       and credit” – Article IV, Section 1
       7. Jurisdiction
       a. In personam – over person within state borders
       i. Length of stay doesn’t matter
       b. In rem – over property within state borders
       c. Consent
       iv. International Shoe
       1. Changed in personam jurisdiction
       2. Minimum contacts
       a. Logic - &#61508; enjoys benefits of conducting business there
       also has an obligation to respond to suit there
       b. Depends on “quality and nature of the activity in relation to
       fair and orderly administration of the laws.”
       i. Two questions
       1. Is activity in the forum continuous and systematic?
       2. Is the cause of action related to that activity?
       3. Fair play
       4. Substantial justice
       5. Contacts between &#61508;, state, cause of action – general
       and specific
       6. Due Process – two-step analysis:
       a. Court determines if &#61508; has minimum contacts with the
       forum, IF YES
       b. Does the assertion of jurisdiction comport with “traditional
       notions of fair play and substantial justice.”
       v. World-Wide Volkswagen
       1. foreseeability alone, without “purposeful availment” is not
       enough for jurisdiction.  &#61508;’s conduct and connection with
       the forum state are such that he should reasonably anticipate
       being haled into court there
       2. &#61508;’s conduct remains the central concern
       vi. Asahi Metal
       1. “Stream of commerce”
       2. Two step analysis
       a. Sufficiency of &#61508;’s contacts
       b. Does the assertion of jurisdiction comport with “traditional
       notions of fair play and substantial justice.”
       3. O’Connor – manufacturer’s contacts be “more purposefully
       directed at the forum State than the mere acts of placing a
       product in the stream of commerce.”
       4. Brennan – no requirement for any “additional conduct” beyond
       the placement of a product into “the regular and anticipated
       flow of products from manf. to dist. to retail sale.”
       vii. Shaffer
       1. All questions of jurisdiction subject to International Shoe
       and its progeny
       2. Use for in personam, in rem and quasi in rem
       viii. Burnham
       1. Jurisdiction based on “physical presence alone” does not
       violate due process, and &#61532; need not be subjected to the
       International Shoe minimum contacts analysis
       2. Minimum contacts was developed to serve as a substitute for
       physical presence
       ix. How to attack defect in personal jurisdiction
       1. Direct attack
       a. 12(b)(2)
       b. Special appearance
       2. Collateral attack
       a. General jurisdiction
       ii. Substantial and continuous contacts – even if activities are
       unrelated to action
       iii. Corporations
       1. Incorporated
       2. Principal place of business
       iv. Individuals
       1. Domicile
       b. Specific jurisdiction
       v. Sporadic contacts with forum – action arises out of those
       contacts
       vi. 3-step test
       1. Are there minimum contacts? - &#61508;, forum, COA AND
       “purposeful availment”
       a. Did ( purposefully direct/target state
       Stream of commerce
       O’Connor and Brennan
       Awareness
       Awareness plus
       b. Does jurisdiction offend fair play and substantial justice?
       c. Is personable jurisdiction reasonable?
       Reasonableness factors
       1. Burden on (
       2. Interests of the forum state
       3. (’s interest
       4. Efficient resolutions
       5. Substantive social policies
       2. Interaction of two parts of test
       a. Asahi
       b. Burger King
       Brennan – two part min contacts test
       vii. Analysis
       1. Most of the time minimum contacts are enough
       2. Some time – 5 factors outweigh minimum contacts
       d. Long-arm statutes
       i. Three factors to use long-arm statute
       1. statutory language must apply to the cause of action alleged
       2. judicially developed standards that have emerged under the
       statute must be satisfied
       3. consistent with federal, as well as any applicable state and
       constitutional standards
       a. Constitutional inquiry is most important
       e. How challenge personal juris?
       i. 12(b)(2), (g), (h)
       ii. Special appearance
       1. Rule 12(b)(4) – Insufficiency of process (summons itself is
       not accurate)
       2. Rule 12(b)(5) - Insufficiency of service of process (service
       is not proper)
       3. (4) and (5) are waived if they are not answered immediately
       iii. Collateral attack
       f. Consent
       i. By waiver
       1. Failing to file 12(b)(2)
       2. failing to give documents
       3. Making a K
       4. If have bargaining power, say no
       ii. By contract – forum selection clause
       1. Valid even if a contract of adhesion
       2. Airline, cruise, etc…
       3. Argue don’t have notice of provision, argue it on K, coercion
       (unconscionable)
       VII. Notice - Within statute or Rule 4?
       a. Constitutional obligation to provide &#61508; with proper
       notice and the opportunity to be heard is an additional aspect
       of the due process limitation on a court’s ability to exercise
       jurisdiction
       b. &#61508; has been provided notice when he has received a
       process
       i. Process
       1. Summons, and if applicable procedural rules apply
       2.  Copy of complaint
       ii. 4c – Service with Complaint; by Whom Made
       1. 4c1 – summons served together with a copy of the complaint; (
       is responsible for service within the time allowed by 4m
       2. 4c2 – service may be made by anyone who is not a party and is
       at least 18
       iii. 4d – Waiver of Service; Duty to Save Costs; Request to
       Waive
       1. 4d1 – waiver of service does not waive objection to service
       2. 4d2 – To avoid costs, &#61520; may notify &#61508; of
       commencement of action and request &#61508; to waive service –
       “carrot and stick”
       a. In writing and addressed directly to &#61508;
       b. Sent through 1st class mail
       3. 4d3 – &#61508; returns waiver, does not have to reply to
       complaint for 60 days (90 if &#61508; outside U.S.)
       4. 4d4 – filing date of waiver, treated as filing date of
       summons and complaint – no proof of service req.
       5. 4d5 – &#61508; must pay costs of summons if he fails to waive
       iv. 4e – Service upon Individuals in U.S.
       1. 4e1 - Use state law (i.e. if mail allowed, use mail)
       2. 4e2 - Hand deliver to anyone at (’s dwelling that is of
       suitable age and discretion – can serve agent of &#61508;
       v. 4f – Service in a Foreign Country
       1. 4f2 – use law of country in which service is taking place
       vi. 4k -  Territorial Limits of Effective Service
       1. 4k1 – personal jurisdiction when authorized by a federal
       statute or when consistent with the long-arm statute of the
       state in which the district court is located
       2. 4k1A – allows a federal court to adopt state law bases of
       jurisdiction
       3. 4k1B – “bulge” provision – permits service on certain persons
       in multiparty actions within 100 miles from the place from which
       the summons issues
       4. 4k2 - “long arm statute” for federal courts
       a. Used for &#61508;s who have min. contacts with U.S., but not
       subject to personal jurisdiction on the basis of contacts with
       any individual state
       b. Territorial limit for Federal Court &#61664; entire U.S.
       c. Rests on the Fifth, rather than the Fourteenth Amendment
       vii. 4m – Time Limit for Service
       1. Service must be made within 120 days of filing complaint
       2. Court may extend time if &#61520; “show good cause for the
       failure”
       3. Does not apply to service in a foreign country
       4. If no extension given, court will dismiss the action without
       prejudice
       c. Constitutional under Mullane?
       i. International Shoe of notice
       ii. Do whatever is reasonable under all the circumstances, to
       contact &#61508; so they may appear in court and be heard
       iii. “Process which is a mere gesture is not due process”
       iv. Broad notice is not enough
       1. Many party’s addresses are known
       2. Have been sent income payments in the past
       3. Not difficult to serve notice
       4. Not very expensive
       v. Mail is adequate
       1. All we need to do is hit almost everyone
       VIII. Venue
       a. In General
       i. Purely statutory
       ii. 1391 or specific statute (ex. 1441(a))
       iii. Vary from jurisdiction to jurisdiction
       iv. Used to identify a convenient forum for the resolution of
       disputes
       b. Factors considered
       i. Functional
       1. Where the subject matter of the action is located
       2. Where the cause of action arose
       3. Where ( resides
       4. Where seat of government is located (suits involving gov.)
       ii. Nonfunctional
       1. Where some fact connected with the case occurred
       2. Where &#61508; may be found
       3. Where &#61508; may be served with process
       4. In county designated in &#61520;’s complaint
       5. In any county at all
       c. Venue Generally - §1391
       1. 1391(a) – A civil action wherein jurisdiction is founded only
       on diversity of citizenship may, except as otherwise provided by
       law, be brought only in the judicial district where all
       plaintiffs or all defendants reside, or in which the claim rose
       2. 1391(b) – action where jurisdiction is not founded solely on
       diversity may be brought in:
       a. judicial district where &#61508; resides
       b. judicial district in which a substantial part of property
       subject to the action is located
       c. judicial district where any &#61508; may be found, if there
       is no other district where action may be brought
       3. 1391(c) – A corporation may be sued in any judicial district
       in which it is incorporated or licensed to do business or is
       doing business, and such judicial district shall be regarded as
       the residence of such corporation for venue purposes
       4. 1391d – an alien may be sued in any district
       d. How challenge?
       i. 12(b)(3) – Decline jurisdiction
       e. If venue appropriate, sometimes can dismiss – forum non
       conveniens
       i. Only used if venue is appropriate in the first place
       ii. Can never apply if there is absence of jurisdiction or
       mistake of venue
       iii. Must have an alternative forum in which suit can be
       prosecuted
       f. If venue appropriate, when transfer – 1404(a)
       i. For the convenience of parties and witnesses, in the interest
       of justice, a district court may transfer any civil action to
       any district or division where it might have been brought (all 3
       factors are met – SM juris, personal juris and venue)
       ii. Change of courtroom, NOT a change of law
       iii. 1404(a) - We don’t care about 1391 (is change of venue
       appropriate?) – already know that venue is appropriate for each
       party; we know because it was already removed
       iv. Only transfer to another federal court, NOT a state court
       g. If venue is not appropriate, can dismiss – 12(b)(3), 1406(a)
       i. 12(b)(3) – improper venue
       ii. 1406(a) – filed in wrong district court; can dismiss Forum
       non conveniens
       h. If venue or personal juris is not appropriate, can transfer –
       1406(a)
       i. The district court in which is filed a case laying venue in
       the wrong district shall dismiss or if it be in the interest of
       justice, transfer such case to any district or division in which
       it could have been brought.
       ii. Change of law AND change of courtroom
       i. If personal jurisdiction wrong, can dismiss 12(b)(2)
       i. lack of jurisdiction over the party
       j. If personal jurisdiction wrong, sometimes can transfer –
       1406(a), 1631
       i. 1631 – Transfer to cure want of jurisdiction
       ii. Court will transfer case to right court and proceed as
       though it was filed there originally.  Date of filing shall be
       the date case was filed at the wrong court.
       iii. Public interest factors
       iv. Private interest factors
       k. Applicable law
       i. If all 3 factors apply (SM juris, Personal juris and venue)
       law stays with the original venue regardless of what courtroom
       the case is transferred to.
       ii. If not, the law of the court where the case is heard is the
       controlling law.
       l. 1406(a)
       i. The district court of a district in which a case is filed a
       case laying venue in the wrong division or district shall
       dismiss, or if it be in the interest of justice, transfer such
       case to any district or division in which it could have been
       brought.
       m. 1407 – Multi-district Litigation
       i. Authorizes temporary transfer of two or more civil actions
       “involving one or more common questions of fact” that are
       pending in different districts, to a single district “for
       coordinated or consolidated pretrial proceedings.”
       ii. Transfer will be ordered only if three conditions are
       satisfied:
       1. Common questions of fact
       2. Transfer will serve the “convenience of parties and
       witnesses”, AND
       3. Transfer will promote the just and efficient conduct of the
       actions to be consolidated
       IX. Erie – in a diversity case, does federal or state law
       govern?
       a. Is the source of the federal law or a federal rule or federal
       statute?
       b. Yes – use test in Hanna
       c. If federal rule ask:
       i. Is FRCP broad enough to conflict with state law?
       1. Yes – go on
       2. No – use federal rule
       ii. Is the REA constitutional? Supreme Court has said yes
       iii. Does rule comply with REA requirement that rule govern
       “practice and procedure”, not substance?
       1. Test whether the rule really regulates procedure – the
       judicial process for enforcing rights and duties
       2. Procedure if “rationally capable of classification as either”
       a. Committee, Sup. Ct. and Congress all passed rules before
       adopted
       iv. Is the FRCP constitutional?
       d. If federal stat, ask:
       i. Is the statute broad enough to cause a conflict with state
       law?
       ii. Is the statute constitutional
       1. Art III and Art I permit Congress to create procedure for fed
       courts
       2. Can regulate matters, which thru falling w/in the uncertain
       area btw. Substance and procedure are “rationally capable of
       classification as either”
       e. Is the source of the federal law common law or custom, rather
       than fed rule or statute?
       f. Yes – Dicta in Hanna (modified “outcome determinative” test
       AND/OR Byrd balancing test
       i. Outcome determinative test (modified Hanna)
       1. Would the federal practice encourage forum shopping?
       2. Would the federal practice result in inequitable
       administration of justice?
       3. If the answer to both is “no” – follow federal law
       4. If the answer to either OR both is “yes” – follow state law
       5. Sup. Ct has never told us which test to use, let’s look at
       the Byrd Balancing
       ii. Byrd balancing test
       1. Is the state law “bound up with rights and obligations”
       (substantive law)?
       2. Yes – state law controls
       3. No – it is “form or mode” – court must balance 3 factors
       a. Is the application of the fed rule outcome determinative?
       i. If yes, we will most likely use state law – unless there are
       strong countervailing federal interests
       b. What is the strength of the federal interests?
       i. Cost prohibitive
       ii. 7th Amendment (right to a jury trial)
       c. What is the strength of the state interests?
       i. Efficiency
       ii. Could be outcome determinative
       g. Erie
       i. There is no federal common law
       ii. Apply
       1. state -  substantive law
       2. federal – procedural law
       iii. Same year FRCP were introduced
       h. York
       i. Hard to distinguish between substantive and procedural
       ii. Look to policy of Erie – federal law should not be applied
       when it would change the outcome
       iii. Very protective of state law
       i. Byrd
       i. State law doesn’t always control
       ii.
       j. Hanna
       i. Federal rules and statutes not governed by Erie
       X. Pleading
       a. Functions
       i. Permit the elimination from consideration of contentions that
       have no legal significance
       1. &#61520; sets forth an alleged claim for which the law
       provides no redress, the matter should be disposed of
       immediately
       ii. Guide the parties and the court in the conduct of the cases
       1. Settle what facts the parties agree occurred as it is to
       determine what matters are in controversy
       b. Types
       i. Complaint
       1. &#61520; sets forth allegations and a prayer for relief
       ii. Answer
       1. &#61508; may deny allegations in the complaint and may set
       forth affirmative defenses and counteractions
       iii. Reply
       1. Rarely used
       c. Requirements
       i. Party must provide “a short and plain statement of the claim
       showing that the pleader is entitled to relief.”
       ii. Broad rules of discovery allow additional pertinent facts to
       be given later
       iii. Court and opposing party need to understand – that is all
       d. Special Rules
       i. Fraud claims – “disfavored action”
       1. Require very specific facts to support allegation (when,
       where, etc..)
       e. Clarification
       i. Rule 12e – clarification of a pleading that is so uncertain
       that a proper response cannot be made
       ii. Not to be used as a substitute for discovery
       f. Truthfulness in Pleading
       i. Attorney signature requirement
       1. Ensure truthful pleading and deter frivolous litigation
       2. Attorney can be sanctioned
       ii. Verification
       XI. Complaint
       a. Commences the action.  The date of filing of the filing of
       the filing of the complaint is what counts for statute of
       limitations purposes.
       b. Rule 8a - &#61520; must make a “short and plain statement” of
       the claim sowing that she is entitled to relief
       c. Rule 10 - Format
       i. Caption, Title of Action, Names of the parties
       ii. Jurisdiction allegation
       1. Must show that this court has jurisdiction over the parties
       iii. Body of allegations
       1. Cause of action (statement of the claim)
       2. Must set forth sufficient information to allege a right to
       relief
       3. Party bears the responsibility for pleading those matters
       upon which the party must produce proof at trial
       iv. Prayer
       1. Demand for relief
       d. Rule 8 - Notice pleading
       i. What do we do when we answer?  Rule 8 tells us to do two
       things when we answer – 8b, 8c
       ii. 8b – Defenses; Form of Denials
       1. Ways to admit or deny
       a. Don’t have knowledge sufficient to admit or deny
       i. Serves as a denial
       b. If you think a part is true, you have to admit it
       iii. 8c – Affirmative Defenses
       1. Duress, estoppel, etc
       iv. 8d – Effect of Failure to Deny
       1. Those which are not admitted or denied will be considered
       answered in the affirmative
       v. Rule10 – Form of Pleadings
       1. applies to answer as well
       vi. Rule 12g – you may make a pre-answer motion and if you do
       and leave something out it is waived
       vii. If they filed a 12b motion, then you can’t put those
       answers unless they are protected under 12h2
       1. state a claim which relief can be granted
       2. failure to join a party
       viii. Rule 8e – Pleading in the alternative
       1. A party may set forth two or more statements or defense
       alternately
       a. Example – In count 1, &#61520; claims that work done for
       &#61508; was done under a valid written contract.  In count 2,
       &#61520; claims that if the K was not valid, &#61520; rendered
       value to &#61508; and can recover as much as it’s worth.
       e. Rule 9b – Fraud
       i. Requirements
       1. Detailed statements that &#61508; contends are fraudulent
       2. Identify the speaker
       3. State where and when the statements were made
       4. Explain why statements are fraudulent
       ii. Why strict hurdles?
       1. fraud is ugly, &#61508;s have to take this seriously
       2. saving &#61508;s from these nasty allegations
       iii. Very difficult to prove fraud
       f. Disfavored claims – FRCP 9 and civil rights and 12b6
       g. Rule 11
       XII. Responding to a Complaint
       a. Answer – 8b, c, d
       b. Motion to dismiss
       c. Don’t do anything
       XIII. Pre-Answer Motion
       a. &#61508; draws it up and serve it on &#61508;’s counsel
       b. 20 days to file (Rule 12a1) after being served, or service
       has been waived you 60 days (or 90)
       c. 12b Motions
       i. 12b1 – lack of juris over subject matter
       ii. 12b2 – lack of juris over the person
       iii. 12b3 – improper venue
       iv. 12b4 – insufficiency of process
       v. 12b5 – insufficiency of service of process
       vi. 12b6 – failure to state a claim upon which relief may be
       granted
       1. generally made before &#61508; files his answer.  After
       &#61508; has filed an answer, and the pleadings are complete,
       &#61508; can accomplish the same result by making a Rule 12c
       motion “judgment on the pleadings”
       vii. 12b7 – failure to join necessary party under Rule 19
       d. 12e – more definite statement
       e. 12f – motion to strike
       i. derogatory comments – ex. “Car is a death trap”
       XIV. Amendments – Rule 15
       a. Liberal policy - you can amend as a matter of course &#61508;
       anytime before the responsive pleading is filed, if no answer if
       required then the party may amend within 20 days thereafter
       b. 15b
       i. can bring things up at trial that are not within the
       pleadings
       ii. so that the pleadings conform to the issues presented at
       trial
       iii. if objections are raised and the other party can’t show
       prejudice or weren’t given notice then those amendments are
       freely allowed
       c. 15c2
       i. relates back means arose out of the conduct
       XV. Rule 11
       a. 11a – at least one attorney has to sign every pleading,
       written motion and any other paper
       i. If not corrected promptly, will be stricken
       b. Why this requirement?
       i. You stand behind its contents, and if there are certain
       conducts then I am liable
       ii. What type of problems – 11b
       1. Harass
       2. Increase cost of litigation
       3. Any improper purpose
       4. If you have a claim, defense or position that is supported by
       law, or that existing law should be reversed or modified, etc..
       5. That you have support, or after discovery you will have
       evidence to support your claims – got to point something out
       that shows you likely have support
       You can serve your motion, but you have to wait 21 day “safe
       harbor” to file it.  You must first file and ask the parties to
       change their ways.
       XVI. Answer
       a. Purpose
       i. Determine which allegations in the complaint a &#61508;
       intends to contest at trial
       ii. Permit &#61508; to raise additional matters as defenses or
       claims
       iii. Raise technical defenses
       1. lack of jurisdiction
       2. misjoinder, lack of joinder
       3. validity of service of process
       iv. Must be filed in a timely manner
       b. Admissions
       i. &#61508; will either admit allegations by
       1. stating in the answer they are true, OR
       2. failing to deny them
       ii. Why admit?
       1. good faith
       2. immoral but not illegal conduct – don’t want to bring up in
       court
       c. Denials
       i. General
       1. &#61508; denies each and every allegation of &#61520;’s
       complaint
       ii. Specific
       1. Denying only those allegations that &#61508; intends to
       contest
       iii. Knowledge or information
       1. &#61508; may make a denial of knowledge or information, by
       which he says that he does not have enough knowledge or
       information sufficient
       iv. Must use proper form – or may be admitted
       d. Affirmative Defenses – Rule 8c
       i. &#61508; can present additional facts to establish a defense
       XVII. Reply and Subsequent Pleadings
       a. Reply
       i. Not used to reply to affirmative defenses set forth in
       &#61508;’s answer – do that at trial
       XVIII. Challenges to Pleadings
       a. Motion to dismiss for failure to state a claim
       b. Motion to strike an insufficient answer
       c. Failure to state a claim is not fatal – pleader can in good
       faith alter the pleading to remedy the defect
       XIX. Time table
       a. Complaint
       i. Service must usually occur within 120 days – Rule 4m
       b. Answer
       i. Must be served within 20 days after the service of the
       complaint, except that
       1. Rule 12 motion
       2. Waiver of formal service (Rule 12a1B)
       Remedies
       I. Substitutionary
       a. Used to give a reasonable substitute for what a person wants
       b. Usually money
       c. What can we give?
       II. Hatahley Case
       a. Court laid out some damages in monetary terms
       b. Replacement Cost
       i. Look to market value &#61508; so not would make this person
       whole again, but what would make average whole &#61508;
       ii. Factor in the cost of training animals
       iii. Look to the reasonable prudent, and how long he/she would
       bought new horses….&#61508; has high burdens for proving damages
       iv. You need to show damages to a reasonable degree of certainty
       III. Punitive Damages
       a. These are used to punish &#61508; for extreme wrongdoing
       b. It is punishment because &#61508; did wrong and we want to
       deter them and others like them
       IV. What do we tell a jury?
       a. We tell them &#61508; has done wrong and we want to deter
       them and others like them
       b. What is the jury to do with those instructions?
       i. In most jurisdictions look to net worth  (what will it take
       to punish them)
       ii. An award will violate the Due Process clause if it is
       “grossly excessive.”
       V. Due Process Problem
       a. If the court can’t review the jury award the jury can award
       more than necessary, and even arbitrary amounts, and without
       judicial review there is a violation.
       b. How do we tell if something violates the Due Process Clause?
       i. The amount is grossly excessive (substantive issue)
       ii. No review is allowed (procedural due process problem)
       1. We can tell this by looking to the Due Process Clause which
       provides certain procedures, which we have always had at common
       law, which is judicial review.  We have said that with respect
       to punitive damages on key check is review.
       iii. If we don’t allow a judicial review, it doesn’t mean that
       it is unconstitutional, just an indication that it is
       VI. What about the amount?
       a. Look to BMW v. Gore
       b. &#61508; is entitled to notice that his conduct is wrong and
       the severity of the punishment to be imposed
       VII. Three Factors
       a. Degree of reprehensibility
       b. Disparity between the harm or potential harm suffered by one
       and the punitive damages award
       c. Difference between this remedy and the civil penalties
       authorized or imposed in similar cases
       VIII. Specific Remedies
       a. In some cases we can give what was specifically lost
       b. &#61520; has to show that money really isn’t good enough
       c. Sigma Chemical v. Harris
       i. Injunctive relief – the standard is that ( is being
       threatened by some injury for which no legal remedy (and
       balancing of the hardships…and who is the hardship going to be
       worse for? – actually part of one analysis).
       IX. Permanent Injunction
       a. The key thing about this is that it happens at the END of the
       trial (we already know at this point ( is entitled to relief)
       i. PERMANENT INJUNCTION
       1. &#61520; wins on the merits
       2. balance hardships on &#61508; and &#61520;
       3. &#61520; must have no adequate legal remedies
       X. Test for Permanent Injunction
       a. &#61520; will suffer irreparable harm
       b. &#61520; will probably win on the merits
       c. Balance equities
       d. Granting is in public interest
       XI. Alternative Test
       a. &#61520; will suffer irreparable harm
       b. Either
       i. Possible success and possible irreparable injury
       ii. Serious questions on merits and balance or hardships sharply
       in &#61520;’s favor
       iii. Granting is in public interest
       XII. Temporary Restraining Order
       a. May be granted to &#61508; without notice if
       i. It appears from affidavit/verified complaint that immediate
       or irreparable injury will result before we can hear from an
       adverse party, AND
       ii. Attorney certifies in writing attempts to give notice
       b. Issued Without Notice
       i. Shall state irreparable damage and why no notice
       ii. Shall expire no later than 10 days
       iii. Court shall set for hearing at earliest possible time
       iv. On two days notice to party who obtained TRO, adverse party
       may move for dissolution
       c. TRO’s and preliminary injunctions USE THE SAME TEST
       i. If a court uses both tests they will use both tests for both
       types, one test for both types if they only use one
       XIII. Declaratory Relief
       a. You can get a declaration of what the law is (the case cannot
       be hypothetical)
       i. Available even if &#61520; does not show irreparable damages
       ii. Federal question must be in true &#61520;’s complaint
       XIV. Financing the Litigation
       a. American Rule
       i. Each party pays his own fees
       1. Enables &#61520; to sue
       2. Private persons play a big role in protecting constitutional
       rights
       b. English Rule
       i. Loser pays both parties fees’
       c. Expectations to the American Rule
       i. Contract for fee shifting (loser pays winner’s fees)
       ii. Common law requires (malicious prosecution, courts inherent
       power)
       iii. If statute requires
       1. Many federal statutes – mine safety; environmental, truth in
       lending
       2. Many such statutes are asymmetrical
       a. A losing &#61508; pays a prevailing &#61520;’s attorney’s
       fees
       b. A losing &#61520; pays &#61508;’s fees only if &#61520;’s
       claim was frivolous, unreasonable, or groundless
       XV. One Way Fee Shifting
       a. &#61508; pays prevailing &#61520;’s attorney fees
       b. &#61520; pays prevailing &#61508;’s fees only if claim
       frivolous or unreasonable
       c. Encourages civil rights litigation
       XVI. Rule 68 and Fee Shifting
       a. An offer not accepted shall be deemed withdrawn and evidence
       thereof is not admissible except in a proceeding to determine
       costs.  If the judgment finally obtained by the offeree is not
       more favorable than the offer, the offeree must pay the cost
       incurred after the making of the offer.  The fact that an offer
       is made but not accepted does not preclude a subsequent offer.
       #Post#: 85--------------------------------------------------
       Re: Civil Procedure I - Outline 2
       By: Hisojas Date: April 22, 2015, 6:48 am
       ---------------------------------------------------------
       We continue to fight for a better future life.
       #Post#: 114--------------------------------------------------
       Re: Civil Procedure I - Outline 2
       By: Nathaniel Date: February 1, 2018, 1:42 am
       ---------------------------------------------------------
       These are good information you should read.
       #Post#: 153--------------------------------------------------
       Re: Civil Procedure I - Outline 2
       By: Radfrod Date: June 4, 2019, 2:47 am
       ---------------------------------------------------------
       Thanks for the info Hope to have this kind of information again
       *****************************************************