Document ID: s3://data.kl3m.ai/documents/govinfo/USCOURTS/USCOURTS-cand-3_01-cv-04740/USCOURTS-cand-3_01-cv-04740-2/pdf.json

Parties Involved:
& Capital Partners, L.P.
Plaintiff
Leonard Bosack
Plaintiff
Internal Revenue Service
Defendant
Sandy Lerner
Plaintiff
Sandra K. Lerner
Plaintiff
David C. Soward
Plaintiff
United States of America
Defendant

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US_WEST:260057736.1

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STIPULATION TO STAY CASE MANAGEMENT PLAN AND [PROPOSED] ORDER; 

U.S.D.C. NOS. C 01-4740 MJJ, C 03-4579-MJJ 

 1940255.1 

PAUL J. SAX (CSBN #43980) 

GEORGE A. YUHAS (CSBN #78678) 

MICHAEL A. BECKIUS (CSBN #118967) 

ORRICK, HERRINGTON & SUTCLIFFE LLP 

The Orrick Building 

405 Howard Street 

San Francisco, CA 94105-2669 

Tel: 415-773-5700 

Fax: 415-773-5759 

Attorneys for Plaintiffs 

LEONARD BOSACK and SANDY LERNER 

MARTIN A. SCHAINBAUM (CSBN #37257) 

MARTIN A. SCHAINBAUM, P.C. 

351 California Street, Suite 800 

San Francisco, CA 94104 

Tel: 415-777-1040 

Fax: 415-981-1065 

Attorneys for Plaintiffs 

& CAPITAL PARTNERS, L.P. and DAVID C. 

SOWARD 

KEVIN V. RYAN (CSBN #118321) 

United States Attorney 

JAY R. WEILL (CSBN #75434) 

Assistant United States Attorney 

Chief, Tax Division 

JOSEPH A. SERGI (DCBN #480837) 

Trial Attorney, Tax Division 

U.S. Department of Justice 

P.O. Box 683 

Ben Franklin Station 

Washington, D.C. 20044 

Tel: 202-305-0868 

Fax: 202-307-0054 

Attorneys for Defendants. 

UNITED STATES DISTRICT COURT 

NORTHERN DISTRICT OF CALIFORNIA 

SAN FRANCISCO DIVISION 

& CAPITAL PARTNERS, L.P.; DAVID 

C. SOWARD, TMP; LEONARD 

BOSACK and SANDY LERNER, aka 

SANDRA K. LERNER, 

Plaintiffs, 

v. 

UNITED STATES OF AMERICA, 

DEPARTMENT OF THE TREASURY, by 

its agency, the INTERNAL REVENUE 

SERVICE, 

Defendants. 

Case No. C-01-4740 MJJ 

Case 3:03-cv-04579-MJJ Document 43 Filed 09/27/2006 Page 1 of 3
 Case 3:01-cv-04740-MJJ Document 71 Filed 10/05/06 Page 1 of 3
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US_WEST:260057736.1

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STIPULATION TO STAY CASE MANAGEMENT PLAN AND [PROPOSED] ORDER; 

U.S.D.C. NOS. C 01-4740 MJJ, C 03-4579-MJJ 

 1940255.1 

LEONARD BOSACK and SANDRA K. 

LERNER, 

Plaintiffs, 

v. 

UNITED STATES OF AMERICA, 

DEPARTMENT OF THE TREASURY, by 

its agency, the INTERNAL REVENUE 

SERVICE, 

Defendants.

Case No. C-03-4579 MJJ 

STIPULATION TO STAY CASE 

MANAGEMENT PLAN AND [Proposed] 

ORDER 

Plaintiffs & Capital Partners, L.P., David C. Soward, Leonard Bosack and Sandy Lerner, 

by and through their attorneys, and Defendants United States of America, Department of the 

Treasury, by its agency, the Internal Revenue Service (the “Defendants”), by and through their 

attorneys, hereby stipulate and agree as follows: 

WHEREAS, the parties are engaged in settlement discussions and are hopeful of resolving 

these cases without the necessity of trial; 

WHEREAS, the Amended Pretrial Orders signed by the Court on or about February 7, 

2006, as amended, set a cutoff date for non-expert discovery of September 26, 2006 and an 

October 17, 2006 hearing date for dispositive motions; 

WHEREAS, all parties to these cases have agreed through counsel that the potential 

settlement of this case justifies staying non-expert discovery and dispositive motions until after 

the Settlement Conference on January 18, 2007. 

/ 

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Case 3:03-cv-04579-MJJ Document 43 Filed 09/27/2006 Page 2 of 3
 Case 3:01-cv-04740-MJJ Document 71 Filed 10/05/06 Page 2 of 3
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STIPULATION TO STAY CASE MANAGEMENT PLAN AND [PROPOSED] ORDER; 

U.S.D.C. NOS. C 01-4740 MJJ, C 03-4579-MJJ 

 1940255.1 

/ 

IT IS THEREFORE STIPULATED THAT: 

Subject to the Court’s approval, the case management plan be stayed until January 27, 

2007. Should the case not be resolved, the parties will submit a Joint Case Management Plan on 

or before February 1, 2007. 

Dated: September 27, 2006 PAUL J. SAX 

GEORGE A. YUHAS 

MICHAEL A. BECKIUS 

Orrick, Herrington & Sutcliffe, LLP 

By /s Michael A. Beckius 

Michael A. Beckius 

Attorneys for Plaintiffs Leonard Bosack and 

Sandy Lerner 

Dated: September 27, 2006 MARTIN A. SCHAINBAUM 

 Martin A. Schainbaum, P.C. 

By /s Martin A. Schainbaum 

Martin A. Schainbaum 

Attorneys for Plaintiffs & Capital Partners, L.P. 

and David Soward 

Dated: September 27, 2006 KEVIN V. RYAN 

 United States Attorney 

By /s Joseph A. Sergi 

Joseph A. Sergi 

Attorneys for Defendant United States of 

America, Department of the Treasury, by its 

agency, the Internal Revenue Service 

IT IS SO ORDERED: 

Dated: September ___, 2006 

 

Martin J. Jenkins 

United States District Judge 

Case 3:03-cv-04579-MJJ Document 43 Filed 09/27/2006 Page 3 of 3

October 5

Case 3:01-cv-04740-MJJ Document 71 Filed 10/05/06 Page 3 of 3