Document ID: s3://data.kl3m.ai/documents/govinfo/USCOURTS/USCOURTS-cand-3_13-cv-02501/USCOURTS-cand-3_13-cv-02501-1/pdf.json

Parties Involved:
Fredric Allen
Plaintiff
Phyllis Allen
Plaintiff
Commissioner of Internal Revenue
Defendant
United States of America
Defendant

Document Text:

STIPULATION AND ORDER

TO CONTINUE CASE MANAGEMENT

CONFERENCE, PRETRIAL DEADLINES

AND TRIAL DATE 

CIVIL NO. 3:13-CV-02501-WHO

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MELINDA HAAG (CABN 132612) 

United States Attorney 

THOMAS MOORE (ALBN 4305-O78T) 

Chief, Tax Division 

MICHAEL G. PITMAN (DCBN 484164) 

Assistant United States Attorney, Tax Division 

450 Golden Gate Ave., Box 36055 

San Francisco, CA 94102 

Telephone: (415) 436-6475 

Facsimile: (415) 436-7009 

Email: michael.pitman@usdoj.gov 

Attorneys for the United States of America 

UNITED STATES DISTRICT COURT 

NORTHERN DISTRICT OF CALIFORNIA 

SAN FRANCISCO DIVISION 

Fredric Allen & Phyllis Allen, 

 Plaintiffs, 

 v. 

United States of America, et al., 

 Defendants. 

Civil No. 3:13-cv-02501-WHO 

STIPULATION AND 

ORDER TO CONTINUE CASE 

MANAGEMENT CONFERENCE, 

PRETRIAL DEADLINES AND 

TRIAL DATE 

 

 IT IS HEREBY STIPULATED by and between Defendant the United States of America 

(“United States”),1 and Plaintiffs Frederic Allen and Phyllis Allen (“Plaintiffs”), by and through 

its undersigned counsel and pursuant to Fed. R. Civ. P. 16(b)(4) and Local Civil Rule 6-2, that 

good cause exists and the parties request that the Court continue the case management 

conference, and pretrial and trial deadlines set forth in the Court’s Order dated September 12, 

2013 (Doc. # 12), and state as follows in support: 

 

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 Plaintiffs have improperly named the “Commissioner of Internal Revenue” as a Defendant. The only proper 

Defendant in a civil tax refund suit such as this is the United States. See 26 U.S.C. § 7422(f)(1). 

Case 3:13-cv-02501-WHO Document 14 Filed 01/02/14 Page 1 of 4
 

STIPULATION AND ORDER

TO CONTINUE CASE MANAGEMENT

CONFERENCE, PRETRIAL DEADLINES

AND TRIAL DATE 

CIVIL NO. 3:13-CV-02501-WHO 

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 Pursuant to the Court’s September 12th Order, the following schedule is currently in 

place: 

 Further Case Management Conference: Jan. 7, 2014. 

 Discovery cutoff: Jan. 31, 2014 

 Expert Rebuttal: Jan. 31, 2014 

 Expert disclosure: Feb. 14, 2014 

 Expert discovery cutoff: Feb. 28, 2014 

 Motions heard by: April 16, 2014 

 Pretrial Conference: June 23, 2014 

 Trial: July 7, 2014 

 

 The parties are currently conducting discovery. The United States has produced Initial 

Disclosures pursuant to Fed. R. Civ. P. 26(a)(1), disclosed witnesses and documents pursuant to 

Rule 26(a)(1)(A)(i) & (ii). The United States has also propounded one set of Interrogatories and 

Requests for Production of Documents to Plaintiffs, and Plaintiffs have served timely responses 

thereto. The parties are currently attempting to schedule depositions. The parties hereby request 

an approximately 30 day extension of all existing deadlines, not for purposes of delay, but rather 

to allow the parties to complete discovery, explore the possibility of a negotiated resolution to 

this matter, and to prepare dispositive motions, if necessary. Specifically, the parties hereby 

respectfully request that the Court amend the schedule as follows (with the remaining provisions 

of the Court’s September 12th Order remaining unchanged): 

 Further Case Management Conference: Feb. 4, 2014. 

 Discovery cutoff: Feb. 28, 2014 

 Expert Rebuttal: Feb. 28, 2014 

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Case 3:13-cv-02501-WHO Document 14 Filed 01/02/14 Page 3 of 4
 

STIPULATION AND ORDER

TO CONTINUE CASE MANAGEMENT

CONFERENCE, PRETRIAL DEADLINES

AND TRIAL DATE 

CIVIL NO. 3:13-CV-02501-WHO 

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 Expert disclosure: March 14, 2014 

 Expert discovery cutoff: March 28, 2014 

 Motions heard by: May 14, 2014 

 Pretrial Conference: July 28, 2014 

 Trial: Aug. 4, 2014 

 The remaining provisions of the Court’s September 12th Order remain unchanged. 

 IT IS SO ORDERED. 

Date: __________________ _________________________________ 

 HONORABLE WILLIAM H. ORRICK 

 UNITED STATES DISTRICT JUDGE 

Case 3:13-cv-02501-WHO Document 14 Filed 01/02/14 Page 4 of 4