UNITED STATES BANKRUPTCY COURT DISTRICT OF MAINE ************************************ In re: Debtor ************************************ * * Chapter * Case No. * * * * Adversary No. * * * * * * * Plaintiff v. Defendant ************************************ JOINT PRETRIAL STATEMENT/PRETRIAL ORDER The parties to this proceeding submit the following Joint Pretrial Statement ("JPS") and agree that, upon the court's endorsement, its terms shall govern pretrial proceedings. I. Pleadings: (a) The pleadings ___ are ___ are not complete. (b) If the pleadings are not yet complete, the following additional pleadings are anticipated: ____________________________________________________________________ ______________________________________________________________________________ _____________________________________________________________________________. (c) The parties ___ agree ___ do not agree that the additional pleadings described in (b) may be filed without motion or order. (Absent agreement, motion and order will be required to the extent required by applicable rules.) American LegalNet, Inc. www.FormsWorkFlow.com II. Statement of Legal Issues: ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ _________________.. III. Statement of Anticipated Factual Issues: . IV. Jurisdiction. ___ (a) This is a core matter, in its entirety, on which the bankruptcy court will enter final judgment. ___ (b) This is a non-core matter, in its entirety, and the parties hereby state that the bankruptcy court judgment. ___ (c) This adversary proceeding embraces core and non-core matters as follows: ________________________________________________________________________ ________________________________________________________________________ ____________. As to those matters that are non-core, the bankruptcy court ___has the parties' consent ___ does not have the parties' consent to enter final judgment. ___ (d) (Understanding that the distinction is of importance only if consent to bankruptcy court's entry of final judgment is not provided) the parties disagree as to the core or non-core nature of the matters within this action as follows: ________________________________________________________________________ 2 ___ has their consent ___ does not have their consent to enter final American LegalNet, Inc. www.FormsWorkFlow.com ________________________________________________________________________ ________________________________________________________________________ ________________________________________________ The court will rule on the core/non-core character of claims forthwith. The parties may submit memoranda addressing those issues, if at all, within 14 days of the court's endorsing this document. V. Jury Trial. ___ (a) Neither party seeks a jury trial. ___ (b) The plaintiff demands a jury trial. ___ (c) The defendant demands a jury trial. (d) The parties ___ agree ___ disagree re: jury entitlement. Disagreements re: jury entitlement will be addressed at the final pretrial conference and determined immediately thereafter, unless the parties request an initial pretrial conference in accordance with Part VIII below and convince the court that the issue should be resolved earlier. (e) If a jury trial is warranted, the parties ___ consent ___ do not consent to jury trial in the bankruptcy court. VI. Disclosures. ___ (a) The plaintiff shall have 14 days from the date of the court's endorsement of this document to make initial disclosures, including disclosure of expert witnesses, if any. The defendant shall have 14 days thereafter to make initial disclosures, including any expert witnesses. Each party's expert disclosure shall include the data or other information considered by the witness in forming the testimony; any exhibits to be used 3 American LegalNet, Inc. www.FormsWorkFlow.com as a summary of or support for the testimony; the qualifications of the witness; the compensation paid or to be paid to the expert witness; and copies of any reports prepared by the expert. All reasonably anticipated objections to the testimony and all motions to limit testimony of an expert witness identified by an opposing party as an expert shall be filed with the court and served on the opposing parties within 14 days after the receipt of the expert designation required by this paragraph. ___ (b) The parties agree to a schedule for expert and non-expert disclosures as follows: ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________ VII. Discovery. (a) Discovery will be completed on or before _________________. Discovery shall be initiated sufficiently in advance of the deadline so as to be timely completed by the deadline. (The court will independently review the discovery deadline set by the parties and may shorten or extend it when endorsing this pleading, with or without prior notice.) (b) Electronic Discovery. (1) Are specific provisions regarding the discovery of electronic information required? __yes __no __parties do not agree (2) If needed, the parties agree to proceed with the discovery of electronic information as follows: _____________________________________________________________________________________________ _____________________________________________________________________________________________ _____________________________________________________________________________________________ _____________________________________________________________________________________________ _____________________________________________________________________________________________ 4 American LegalNet, Inc. www.FormsWorkFlow.com (3) If the parties cannot agree on the need for, or content of, provisions governing the discovery of electronic information, the parties respective positions are as follows: _____________________________________________________________________________________________ _____________________________________________________________________________________________ _____________________________________________________________________________________________ ______________________________________________