Orange — CM08 Standing Orders

Source: https://www.occourts.org/system/files/general/cm08-standing-order.pdf

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4 5 SUPERIORSUPERIOR COURTCOURT OFOF CALIFORNIA,CALIFORNIA, COUNTYCOUNTY OFOF ORANGEORANGE

6 COSTACOSTA MESAMESA JUSTICEJUSTICE COMPLEXCOMPLEX 7 8 InIn rere TrialTrial SettingSetting ConferencesConferences andand TrialsTrials PRETRIALPRETRIAL ORDERSORDERS ScheduledScheduled inin DepartmentDepartment CM08CM08 9 Commissioner: Commissioner: Hon.Hon. SharonSharon M.M. AndersonAnderson Dept:Dept: CM08CM0810

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12 TOTO ALLALL ATTORNEYSATTORNEYS ANDAND SELF-REPRESENTEDSELF-REPRESENTED PARTIESPARTIES ASSIGNEDASSIGNED FORFOR 13 TRIALTRIAL ININ DEPARTMENTDEPARTMENT CM08CM08 14 TheThe basicbasic functionfunction ofof anan independent,independent, impartial,impartial, andand honorablehonorable judiciaryjudiciary isis toto maintainmaintain 15 thethe utmostutmost integrityintegrity inin decisiondecision making.making. (Supreme(Supreme Court’sCourt ’s AdvisoryAdvisory CommitteeCommittee onon thethe CaliforniaCalifornia 16 CodeCode ofof JudicialJudicial Ethics;Ethics; CaliforniaCalifornia JudicialJudicial ConductConduct Handbook,Handbook, FourthFourth Edition,Edition, SectionSection 1:1.)1:1.) 17 InIn thethe pursuitpursuit ofof thethe aboveabove listedlisted basicbasic function,function, itit isis wellwell settledsettled thatthat thethe trialtrial courtcourt hashas 18 inherentinherent andand statutorystatutory discretiondiscretion toto controlcontrol thethe proceedingsproceedings toto ensureensure thethe effectiveeffective administrationadministration 19 ofof justice.justice. (People(People v.v. GonzalezGonzalez (2006)(2006) 3838 Cal.4Cal.4""th 932,932, 951.)951.) TheThe trialtrial courtcourt hashas thethe dutyduty toto keepkeep 2020 thethe trialtrial withinwithin thethe boundsbounds ofof thethe issuesissues andand notnot toto straystray intointo collateralcollateral andand irrelevantirrelevant matters.matters. 2121 (People(People v.v. AlfaroAlfaro (1976)(1976) 6161 Cal.App.3Cal-App.3rd™ 414,414, 421-424.)421–424.) TheThe trialtrial courtcourt alsoalso hashas thethe dutyduty toto seesee 2222 thatthat bothboth sidessides receivereceive aa fairfair trial,trial, andand thatthat justicejustice isis done.done. (Id.(Jd. atat p.p. 427;427; PeoplePeople v.v. WilliamsWilliams (2009)(2009) 2323 170170 Cal.App.4Cal.App.4"th 587,587, 615.)615.) 2424 2525 TheThe belowbelow listedlisted ordersorders andand expectationsexpectations areare intendedintended toto assistassist attorneysattorneys andand self-self- 2626 representedrepresented partiesparties inin presentingpresenting theirtheir casescases inin aa professionalprofessional andand welcomingwelcoming environmentenvironment inin 2727 DepartmentDepartment CM08,CM08, whilewhile atat thethe samesame timetime ensuringensuring thatthat properproper proceduresprocedures areare followed.followed.

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1 1.1. ExpectationsExpectations ofof CounselCounsel andand Self-RepresentedSelf-Represented Parties.Parties. 2 TheThe CourtCourt expectsexpects allall attorneysattorneys andand self-representedself-represented partiesparties toto actact atat allall timestimes ininaa 3 professionalprofessional manner,manner, andand toto followfollow thethe OrangeOrange CountyCounty BarBar AssociationAssociation CivilityCivility Guidelines.Guidelines. 4 TheThe CivilityCivility GuidelinesGuidelines maymay bebe foundfound at:at: 5 https://www.ocbar.org/Portals/0/pdf/docs/civility_guidelines.pdf.https://www.ocbar.org/Portals/0/pdf/docs/civility_guidelines.pdf.

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7 2.2. Pre-TrialPre-Trial ResponsibilitiesResponsibilities ofof AttorneysAttorneys andand Self-RepresentedSelf-Represented Parties.Parties. 8 AllAll pretrialpretrial documentsdocuments areare toto bebe filedfiled atat leastleast fivefive courtcourt daysdays beforebefore trial.trial. AttorneysAttorneys and/orand/or 9 self-representedself-represented partiesparties areare orderedordered toto complycomply withwith CivilCivil LocalLocal RuleRule 317317 andand allall ProbateProbate HearingHearing 10 andand TrialTrial Guidelines.Guidelines. CivilCivil LocalLocal RuleRule 317317 isis postedposted onon thethe OrangeOrange CountyCounty SuperiorSuperior Court’sCourt’s 11 PublicPublic WebsiteWebsite underunder LocalLocal andand StateState RulesRules ofof Court,Court, DivisionDivision 3,3, ChapterChapter 4,4, andand maymay alsoalso bebe 12 foundfound usingusing thisthis link:link: https://www.occourts.org/system/files/hr/div3.pdf.https://www.occourts.org/system/files/hr/div3.pdf. TheThe ProbateProbate HearingHearing 13 andand TrialTrial GuidelinesGuidelines areare postedposted onon thethe OrangeOrange CountyCounty SuperiorSuperior Court’sCourt ’s PublicPublic WebsiteWebsite underunder 14 ProbateProbate CourtroomCourtroom ScheduleSchedule && Requirements,Requirements, andand maymay alsoalso bebe foundfound usingusing thisthis link:link: 15 https://www.occourts.org/system/files/trial-hearing-rules-probate.pdf.https://www.occourts.org/system/files/trial-hearing-rules-probate.pdf. 16 InIn additionaddition toto complyingcomplying withwith thethe above-listedabove-listed rulesrules andand requirements,requirements, thethe 17 attorneysattorneys and/orand/or self-representedself-represented partiesparties shallshall deliverdeliver toto thethe clerkclerk inin DepartmentDepartment CM08,CM08, nono 18 laterlater thanthan thethe ONEONE dayday beforebefore thethe firstfirst dayday ofof trial,trial, oneone physicalphysical paperpaper copycopy ofof eacheach thethe 19 followingfollowing documents:documents:

2020 2121 a.a. JointJoint TrialTrial ExhibitExhibit List.List. b.b. JointJoint TrialTrial WitnessWitness List.List.2222 2323 c.c. JointJoint TrialTrial ListList ofof StipulatedStipulated Facts.Facts. 2424 d.d. JointJoint TrialTrial ListList ofof ControvertedControverted IssuesIssues forfor allall issuesissues thatthat areare toto bebe determineddetermined 2525 byby thethe Court.Court.

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1 3.3. MotionsMotions inin LimineLimine 2 MotionsMotions inin limine/imine mustmust bebe exchangedexchanged andand discusseddiscussed nono laterlater thanthan thethe IssueIssue ConferenceConference 3 requiredrequired underunder LocalLocal RuleRule 317.317. TheThe attorneysattorneys and/orand/or self-representedself-represented partiesparties mustmust meetmeet andand 4 conferconfer inin aa goodgood faithfaith efforteffort toto resolveresolve beforebefore trialtrial asas manymany motionsmotions inin liminelimine asas reasonablyreasonably 5 possible.possible. MeetingMeeting andand conferringconferring inin goodgood faithfaith shouldshould bebe conductedconducted consistentconsistent withwith moremore thanthan 6 oneone sideside attemptingattempting toto persuadepersuade thethe otherother sideside ofof thethe errorerror ofof theirtheir ways,ways, becausebecause thethe lawlaw requiresrequires 7 thatthat attorneysattorneys attemptattempt toto talktalk thethe mattermatter over,over, comparecompare theirtheir views,views, consult,consult, andand deliberate.deliberate. ThereThere 8 mustmust bebe aa seriousserious efforteffort atat informalinformal resolutionresolution ofof thethe issuesissues raisedraised inin thethe motionsmotions inin limine,limine, whichwhich 9 entailsentails somethingsomething moremore thanthan arguingarguing withwith opposingopposing counselcounsel becausebecause arguingarguing isis notnot thethe samesame asas 10 informalinformal goodgood faithfaith meetingmeeting andand conferring.conferring. (Townsend(Townsend v.v. SuperiorSuperior CourtCourt (1998)(1998) 6161 Cal.App.4Cal.App.4"th 11 1431;1431; ClementClement v.v. AlegreAlegre (2009)(2009) 177177 Cal.App.4thCal.App.4th 1277.)1277.)!1

12 13 4.4, In-PersonIn-Person TrialTrial 14 AllAll trialstrials inin DepartmentDepartment CM08CM08 areare toto bebe conductedconducted inin person.person. AllAll attorneysattorneys andand self-self- 15 representedrepresented partiesparties areare orderedordered toto bebe personallypersonally presentpresent inin DepartmentDepartment CM08CM08 throughoutthroughout thethe trial.trial. 16 AllAll witnesseswitnesses mustmust bebe presentpresent inin courtcourt inin personperson duringduring theirtheir testimony,testimony, unlessunless goodgood causecause isis 17 shown,shown, andand thisthis CourtCourt authorizesauthorizes aa witnesswitness toto testifytestify remotely.remotely. AnyAny requestrequest forfor aa witnesswitness toto testifytestify 18 remotelyremotely mustmust bebe submittedsubmitted toto thethe courtcourt inin writing,writing, inin advanceadvance ofof thethe trialtrial date,date, andand shouldshould includeinclude 19 goodgood legallegal causecause asas toto whywhy thethe witnesswitness shouldshould notnot bebe orderedordered toto testifytestify inin person.person.

2020 2121 5.5. WitnessesWitnesses 2222 WitnessWitness mustmust bebe linedlined upup andand readyready toto testifytestify soso asas toto avoidavoid anyany delays.delays. AttorneysAttorneys andand 2323 self-representedself-represented partiesparties shallshall adviseadvise thethe CourtCourt andand opposingopposing sideside promptlypromptly ofof anyany additionsadditions toto theirtheir witnesswitness list,list, oror problemsproblems withwith witnesseswitnesses’’ availability.availability. AttorneysAttorneys andand self-representedself-represented partiesparties2424 mustmust adviseadvise theirtheir witnesseswitnesses ofof rulingsrulings thatthat applyapply to,to, oror affect,affect, theirtheir testimony.testimony.2525

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2727 1' WheneverWhenever thethe attorneysattorneys and/orand/or self-representedself-represented partiesparties areare orderedordered toto meetmeet andand conferconfer asas listedlisted inin thisthis PretrialPretrial OrderOrder oror anyany ofof thethe rulesrules referencedreferenced inin thisthis PretrialPretrial Order,Order, suchsuch meetmeet andand conferconfer shallshall taketake placeplace consistentconsistent withwith thesethese guidelines.guidelines. 2828 --3-3 - PRETRIALPRETRIAL ORDERSORDERS -- DEPARTMENTDEPARTMENT CM08CM08 —– COMMISSIONERCOMMISSIONER ANDERSONANDERSON MAYMAY 20262026

1 IfIf aa witnesswitness oror aa partyparty needsneeds anan interpreter,interpreter, thethe attorneysattorneys and/orand/or self-representedself-represented partiesparties 2 shouldshould bringbring thisthis toto thethe attentionattention ofof thethe CourtCourt priorprior toto thethe commencementcommencement ofof trial.trial. 3

4 6.6. ObjectionsObjections 5 SpeakingSpeaking objectionsobjections areare notnot permitted.permitted. WhenWhen objecting,objecting, attorneysattorneys shouldshould statestate thethe wordword 6 “Objection”“Objection” alongalong withwith thethe legallegal basisbasis forfor thethe objectionobjection (e.g.,(e.g., “Objection,“Objection, Hearsay.”)Hearsay. ” ) NothingNothing 7 moremore shouldshould bebe statedstated byby thethe objectingobjecting side.side. AfterAfter thethe CourtCourt rulesrules onon thethe objection,objection, ifif anyany sideside 8 wisheswishes toto bebe heardheard regardingregarding thethe objectionobjection and/orand/or ruling,ruling, aa requestrequest toto bebe heardheard shouldshould bebe mademade toto 9 thethe Court.Court.

10 11 7.7. InterruptionsInterruptions andand DiscussionsDiscussions duringduring TrialTrial 12 AttorneysAttorneys andand self-representedself-represented partiesparties areare notnot allowedallowed toto interruptinterrupt eacheach otherother whilewhile thethe 13 CourtCourt isis inin session,session, otherother thanthan forfor raisingraising non-speakingnon-speaking objectionsobjections asas listedlisted above.above. AttorneysAttorneys andand 14 self-representedself-represented partiesparties shouldshould nevernever interruptinterrupt thethe Court.Court. WhileWhile thethe CourtCourt isis inin session,session, thethe 15 attorneysattorneys and/orand/or self-representedself-represented partiesparties shouldshould notnot engageengage inin aa discussiondiscussion amongstamongst themselves.themselves. 16 IfIf suchsuch discussiondiscussion isis needed,needed, thethe attorneyattorney and/orand/or self-representedself-represented partyparty shouldshould askask thethe CourtCourt forfor 17 aa recess,recess, andand ifif appropriate,appropriate, thethe CourtCourt willwill declaredeclare aa briefbrief recessrecess andand allowallow thethe attorneysattorneys and/orand/or 18 self-representedself-represented partiesparties toto havehave aa discussiondiscussion betweenbetween themselves,themselves, offoff thethe record.record.

19 2020 8.8. ExhibitsExhibits 2121 AllAll trialtrial exhibitsexhibits areare toto bebe uploadeduploaded toto thethe OrangeOrange CountyCounty SuperiorSuperior CourtCourt ElectronicElectronic 2222 EvidenceEvidence Portal.Portal. TheThe followingfollowing isis thethe linklink toto thethe OrangeOrange CountyCounty SuperiorSuperior Court’sCourt ’s PublicPublic WebsiteWebsite 2323 forfor ElectronicElectronic EvidenceEvidence wherewhere informationinformation cancan bebe foundfound aboutabout thethe ElectronicElectronic EvidenceEvidence Portal,Portal, 2424 includingincluding instructions:instructions: https://www.occourts.org/online-services/electronic-evidence-portal.https://www.occourts.org/online-services/electronic-evidence-portal. TheThe 2525 followingfollowing isis thethe linklink toto thethe ElectronicElectronic EvidenceEvidence PortalPortal wherewhere attorneysattorneys and/orand/or self-representedself-represented partiesparties cancan loglog intointo thethe systemsystem andand uploadupload trialtrial exhibits:exhibits:2626 2727 https://occourts.quetelcloud.com/TraQ7/account/login?returnurl=%2FTraQ7%2F.https://occourts.quetelcloud.com/TraQ7/account/login?returnurl=%2FTraQ7%2E.

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1 IfIf aa witnesswitness isis testifyingtestifying remotely,remotely, attorneysattorneys andand self-representedself-represented partiesparties mustmust meetmeet andand 2 conferconfer toto ensureensure thatthat thethe exhibitsexhibits toto bebe shownshown toto suchsuch witnesswitness isis consistentconsistent withwith thethe evidenceevidence pre-pre- 3 markedmarked andand uploadeduploaded toto thethe OrangeOrange CountyCounty SuperiorSuperior CourtCourt ElectronicElectronic EvidenceEvidence Portal.Portal. 4 AttorneysAttorneys andand self-representedself-represented partiesparties areare expected,expected, beforebefore thethe trialtrial starts,starts, toto attemptattempt toto 5 reachreach aa stipulation,stipulation, ifif reasonablyreasonably possible,possible, toto thethe admissibilityadmissibility and/orand/or foundationfoundation forfor allall 6 trialtrial exhibits,exhibits, andand suchsuch stipulationsstipulations shouldshould bebe reflectedreflected onon thethe JointJoint TrialTrial ExhibitExhibit List.List. 7 9.9. TranscriptsTranscripts 8 TranscriptsTranscripts mustmust bebe submittedsubmitted toto thethe Court,Court, andand providedprovided toto thethe opposingopposing side,side, forfor anyany audioaudio recordingrecording oror sound-and-videosound-and-video recordingrecording playedplayed duringduring thethe trial,trial, consistentconsistent withwith CaliforniaCalifornia 9 RulesRules ofof Court,Court, RuleRule 2.1040.2.1040.10 11 10.10. DepositionDeposition TranscriptsTranscripts 12 TheThe partiesparties shallshall meetmeet andand conferconfer andand bringbring toto CourtCourt certifiedcertified copiescopies ofof anyany depositiondeposition

13 transcriptstranscripts thatthat anyany sideside intendsintends toto useuse duringduring trial.trial. 14 11.11. TrialTrial ScheduleSchedule andand TrialTrial TimeTime EstimateEstimate 15 WhenWhen trialtrial starts,starts, DepartmentDepartment CM08CM08 willwill bebe inin trialtrial onon Friday’sFriday’s allall dayday beginningbeginning atat 9:009:00 16 AMAM andand continuingcontinuing untiluntil 11:4511:45 AM.AM. TheThe afternoonafternoon sessionsession startsstarts atat 1:301:30 PMPM andand endsends atat 4:154:15 17 PM.PM. TheThe CourtCourt takestakes aa briefbrief morningmorning breakbreak aroundaround 10:1510:15 AM,AM, andand anan afternoonafternoon briefbrief breakbreak 18 aroundaround 3:003:00 PM.PM. DepartmentDepartment CM08CM08 willwill generallygenerally onlyonly bebe availableavailable forfor trialtrial onon MondayMonday 19 afternoons,afternoons, TuesdayTuesday afternoonsafternoons andand Fridays.Fridays.

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1 WhenWhen agreeingagreeing toto aa trialtrial date,date, thethe attorneysattorneys and/orand/or self-representedself-represented partiesparties areare expectedexpected 2 toto bebe availableavailable continuouslycontinuously fromfrom thethe firstfirst dayday ofof trialtrial untiluntil thethe trialtrial concludes.concludes. Obviously,Obviously, ifif anan 3 attorneyattorney oror self-representedself-represented partyparty hashas anan unexpectedunexpected familyfamily commitment,commitment, oror anyany otherother 4 commitment,commitment, thethe courtcourt willwill dodo itsits utmostutmost bestbest toto accommodateaccommodate anyany reasonablereasonable requestrequest forfor aa 5 breakbreak duringduring thethe trial,trial, especiallyespecially toto accommodateaccommodate family/personalfamily/personal commitments.commitments. 6 AsAs farfar asas thethe timetime estimateestimate forfor trialtrial providedprovided byby thethe attorneysattorneys and/orand/or self-representedself-represented 7 parties,parties, thethe courtcourt willwill generallygenerally deferdefer to,to, andand respect,respect, suchsuch timetime estimate.estimate. TheThe attorneysattorneys shouldshould 8 bebe familiarfamiliar withwith thethe casecase ofof CaliforniaCalifornia CraneCrane School,School, Inc.Inc. etet allall v.v. NationalNational CommissionCommission forfor 9 CertificationCertification ofof CraneCrane OperatorsOperators etet allall (2014)(2014) 226226 Cal.App.4Cal.App.4""th 1212 regardingregarding thethe court’scourt’s 10 authority/discretionauthority/discretion whenwhen itit comescomes toto unreasonableunreasonable trialtrial timetime estimatesestimates andand unreasonableunreasonable 11 prolongmentsprolongments ofof aa trial.trial.

12 13 12.12. FailureFailure toto ComplyComply withwith StandingStanding OrderOrder 14 AnyAny violationviolation of,of, and/orand/or failurefailure toto complycomply with,with, thethe ordersorders setset forthforth hereinherein maymay resultresult inin 15 thethe CourtCourt continuingcontinuing thethe mattermatter oror issuingissuing sanctionssanctions pursuantpursuant toto CodeCode ofof CivilCivil ProceduresProcedures sectionssections 16 128.5128.5 and/orand/or 177.5.177.5.

17 18 ITIT ISIS SOSO ORDERED.ORDERED.

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2020 2121 Ou deta 2222 2323 DATE:DATE: MayMay 20,20, 20262026 Commissioner Commissioner SharonSharon M.M. AndersonAnderson OrangeOrange CountyCounty SuperiorSuperior CourtCourt2424

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