QUESTIONNAIRE
FOR JUDGE’S BENCHBOOK
Fourth District Court, Utah County, Provo District
1. Scheduling Conferences
Q: Are scheduling conferences needed or used in your court? If so,
are they conducted in person or by telephone?
A: Yes, I conduct scheduling conferences. I am happy to conduct
them by telephone if necessary. In some instances, the court calls counsel,
and in some instances, the lawyers place the call.
Q: What are your preferences regarding Case Management Orders/Scheduling
Orders? Do you require that specific things be included in such orders?
A: I require that Scheduling Orders contain all dates as to discovery,
motions to be filed, etc.
2. Motions Practice
Q: Do you appreciate courtesy copies of briefs being delivered to your
chambers prior to hearing on a motion? If so, how early do you want
them?
A: Yes, I appreciate courtesy copies of briefs, and prefer that
they are hand-delivered to chambers one week prior to the hearing if
possible.
Q: Do you schedule hearings on motions automatically upon receiving
notices to submit, or do you prefer or require that counsel call to
schedule hearings?
A: I do not automatically set oral argument on all motions, and
the Rules do not require that. If I feel I need it I will set it. Counsel
may requestit if it is permitted under the rules.
Q: What is your policy on allowing overlength memoranda?
A: I generally do not allow overlength memoranda.
Q: What separates a useful brief from one that is unhelpful?
A: A useful brief contains good application of the facts of the
particular case to the applicable law.
Q: Do you prefer that counsel provide copies of the relevant cases
prior to a hearing?
A: It is helpful, but not necessary.
Q: What makes an effective motions argument?
A: Not simply reciting the written material.
Q: Is there anything about the way you handle requests for temporary
restraining orders and preliminary injunctions that you think the bar
should be aware of?
A: Just follow the rules.
3. Final Pretrial Conference
Q: In your view, what is the purpose of a final pretrial conference?
A: To set trial date.
Q: What steps do you take, if any, at a final pretrial conference to
encourage settlement of the case?
A: I will inquire as to mediation and may order it depending on
the case.
Q: Do you require clients to be present at final pretrial conferences?
A: No.
4. Jury Trial Practice
Jury Selection:
Q: How is voir dire conducted in your courtroom?
A: Attorneys may submit questions to me, but I do the asking to
the panel.
Q: What is your due date for requested voir dire questions?
A: Between 10 days to a week before trial.
Q: Do you allow or encourage the use of jury questionnaires?
A: Yes. I like them and use in all civil cases and criminal as
well.
Requested Instructions:
Q: When do you require requested instructions to be submitted?
A: I require instructions to be submitted at the same time as voir
dire.
Q: What form do you prefer requested instructions to take (e.g., do
you prefer instructions accompanied by supporting cases, etc.)? Is a
citation to MUJI sufficient legal authority?
A: Just what the rule says, with clean copy as required.
Q: Do you have a set of stock jury instructions that you use?
A: Yes.
Q: Do you prefer to receive an electronic copy of requested instructions?
A: No.
Trial Procedures:
Q: What is your preferred trial schedule (e.g., 9 to 5 with an hour
for lunch, 8 to 2 with no lunch, etc.)?
A: 8:30 to 12:00, and then 1:15 - 5:00 or so.
Q: What are your preferences with respect to motions in limine and
other trial related motions?
A: I prefer that such issues be resolved before trial.
Q: What are your preferences and/or procedures related to witness scheduling?
A: Lawyers control this aspect of trial.
Q: What are your preferences with respect to trial exhibits?
A: If there are many, I like them to be pre-marked with my clerk
the week before trial.
5. Bench Trial Practice
Q: What are the major differences, in your courtroom, between bench
trials and jury trials?
A: Bench trials are not as formal, maybe more relaxed as to evidence,
although this will depend on the particular case.
Q: Do you appreciate or require proposed findings of fact and conclusions
of law from counsel?
A: No.
Q: Do you appreciate or require trial briefs from counsel?
A: Sometimes they are helpful.
6. Thoughts on Effective Advocacy
Q: What makes an effective advocate in jury arguments?
A: Make your point and sit down.
Q: What are the most common mistakes made in argument?
A: The most common mistake I see in my courtroom is counsel taking
much too long to make the argument.
Q: Do you find the use of computer-assisted presentations (e.g., PowerPoint)
effective and/or useful?
A: To me, sometimes yes; for Jury, I don’t know.
7. Criminal Matters
Q: How do you handle requests for continuance on pretrials, arraignments
or roll calls?
A: Stipulations or conference calls.
Q: When may the issue of bail best be addressed in your courtroom?
A: Usually at the first appearance.
Q: What information do you want from counsel at the time of sentencing?
A: Anything helpful to the court.
Q: Are private pre-sentence evaluations useful or encouraged?
A: They are sometimes helpful.
Q: Do you have any standard sentences the bar should be advised about,
i.e., DUI sentencings, acceptance of alcohol-related reckless?
A: None.
Q: How should counsel on busy law and motion calendar handle calling
a case?
A: I usually take them as they are listed, unless the case can
be resolved without discussion by new date, etc.
8. Special Issues for Domestic Cases
Q: Are there any special issues that arise in your courtroom in domestic
cases of which you would like the bar to be aware?
A: No.
Q: What do you want to have on temporary order issues?
A: These are addressed with the commissioner.
Q: Do you have a policy on child interviews with respect to custody?
A: Yes. I will do if both parties agree. They are done with the
child only—no counsel or parent present.
9. Discovery Practices
Q: What is your approach to resolving discovery disputes?
A: If counsel cannot resolve the disputes, I will address the dispute
on motion. However, I do require that the attorneys first make an effort
to resolve the situation before bringing it to me.
Q: What are your thoughts on imposing sanctions for discovery abuses?
A: Only if abuses, on a case by case review.
Q: Are you generally available to solve problems that arise during
a deposition?
A: Sure.
10. Thoughts on Courtroom Protocol
Q: Is civility ever a problem in your courtroom? If so, do you take
steps to improve civility in your courtroom?
A: Not very often a problem. I will step in if the situation warrants.
Q: Do you impose any limitations on courtroom movement (approaching
witnesses, podium, etc.)?
A: Not usually—just be polite, and orderly. Counsel must,
however, stay by the microphone.
11. Other Miscellaneous Issues
Q: What are your opinions regarding courtroom dress?
A: Coats for men, good grooming and professional appearance for
all.
Q: Do you allow children in your courtroom?
A: Yes, unless they are disruptive.
Q: Do you allow cellphones in your courtroom?
A: NO! Not without permission, which is given in special situations
only.
Q: What, if anything, do you do to enforce promptness in your courtroom?
A: Strike cases, dismiss claims, or whatever is appropriate. I
do expect attorneys to be on time.
12. Clerk’s Comments
Q: The name and phone number of my clerk(s) is:
A: Keri Sargent, 801-429-1065
Q: My clerk wants you to please do these things:
A: Not be unreasonable.
Contact the Section:
litigationsec@utahbar.org
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