gtrachtenberg
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23 Sep 2011 05:37 PM |
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Petition to Amend Rule 4.1(i), Ariz. R. Civ. P. Would permit service of process on an administrative assistant or employee of a chief executive officer, secretary, clerk, or recording officer of a public entity's governing group Petitioners: Geoffrey M. Trachtenberg (019338) LEVENBAUM & COHEN 362 North Third Avenue Phoenix, Arizona 85003 (602) 271-0183, Fax: (602) 271-4018 [email protected] Co-Petitioner David L. Abney, Esq. (009001) KNAPP & ROBERTS, P.C. 8777 North Gainey Center Drive, Suite 181 Scottsdale, Arizona 85258 (480) 991-7677; Cell: (480) 734-8652 [email protected], [email protected] Co-Petitioner Filed: September 26, 2011 The Court issued the following Order on August 30, 2012: IT IS ORDERED that the attached draft amendment, which is based on the proposal made by the State Bar of Arizona in its comment, shall be opened for comment until November 9, 2012. COMMENTS DUE November 9, 2012. ADOPTED as modified, effective January 1, 2013. Attachment 1: Order reopening matter for comment on modified State Bar draft Attachment 2: Original Petition to Amend Ariz. R. Civ. P. 4.1(i)
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rplattner
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25 Oct 2011 07:10 PM |
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Richard S. Plattner Plattner Verderame P.C. P.O. Box 36570 Phoenix, AZ 85067-6570 [email protected] I support the Petition for the reasons stated by Geoff Trachtenberg and Dave Abney. The existing rule is a trap for the unwary, and a substantial and unjustified expense for the wary -- and sometimes the rule is impossible to comply with, especially in the context of Notices of Claim. Service of claims and lawsuits on governmental entities should be simple and easy, so that citizens' constitutional right to seek redress of government wrongs is a meaningful and protected right.
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khammond
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02 Nov 2011 10:49 AM |
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Kent Hammond Law Offices of Rudolph & Hammond, LLC 8686 E. San Alberto Drive, Suite 200 Scottsdale, AZ 85258 Phone 480.951.9700 Fax 480.951.1185 [email protected] State Bar #015100 I support the Petition for the reasons stated by Geoff Trachtenberg and Dave Abney. The existing rule is a trap for the unwary, and in most cases results in unwarranted costs and expenes. As noted by Mr. Plattner, service of claims and lawsuits on governmental entities should be simple and easy.
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eawerkamp
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09 Nov 2011 05:25 PM |
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Eric C. Awerkamp 1930 S. Alma School Rd. Ste. A-115 Mesa, AZ 85210-3065 480-632-9800 [email protected] I support the Petition for the reasons stated by Geoff Trachtenberg and Dave Abney. The existing rule is a trap for the unwary, and in most cases results in unwarranted costs and expenes. As noted by Mr. Plattner, service of claims and lawsuits on governmental entities should be simple and easy. Sincerely, Eric Awerkamp
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PageMarks
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10 Nov 2011 02:01 PM |
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Page Chancellor Marks Management Attorney Goldberg & Osborne 33 N. Stone, Suite 900 Tucson, AZ 85701 [email protected] 520-909-0915 State Bar No. 014732 I support Petition R-11-0031 for the reasons stated by Geoff Trachtenberg, Dave Abney and others. I am a Management Attorney for Goldberg & Osborne. I personally monitor our attorneys' compliance with all statute of limitations and deadline dates. As a result, I review all governmental notice claims and the service of such claims. Service of claims and lawsuits on governmental entities should be simple and easy, so that citizens' constitutional rights to seek redress of government wrongs is meaningful and protected. As the rule currently reads, service of such claims and lawsuits is extremely difficult and costly. It is a trap for the unwary. It creates substantial and unjustified expense. Many of our clients must spend hundreds of dollars to serve a governmental notice claim and subsequent lawsuit. In regards to school boards, the most prudent client, under the current rule and caselaw, must serve each of the school board members, the superintendent, and the responsible employee. In some cases, one might have to serve up to ten people with a notice of claim and attachments. Imagiine the amount of costs that go into copying and serving ten claim letters. We try to save costs of service, by serving the school board members at their meetings, however, say one officer misses the meeting, we must find that person and serve them either during their work hours or at home. This is an extreme inconvenience to the board member, plus costs significant amounts of money. Furthermore, it is an extreme waste of resources and money since the school board was on notice of the claim once any one of the members (especially the clerk of the board) was served at the meeting. As the Court is aware, Rule 4.1(j) has long allowed for service upon one member of a public body and that is the "default rule" when Rule 4.1(i) is not applicable. It makes no sense to allow this kind of service under one rule but not the other. With respect to serving an administrative assistant or similar employee, this change simply creates a long over-due efficiency and recognizes the modern reality that high-level officials subject to service have security concerns. As a result, it is frequently not possible for strangers effecting service to get access to these persons without undue expense and unreasonable tactics. The Petition should be adopted in full. Sincerely, Page Chancellor Marks
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ShaneHarward
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11 Nov 2011 07:53 AM |
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Shane Harward Law Offices of Shane L. Harward, P.L.C. 10575 N. 114th Street, Suite 103 Scottsdale, Arizona 85259 Phone 480.874.2918 Fax 480.588.5063 [email protected]State Bar #016532 I agree with Mr. Trachtenberg and Mr. Abney and support the Petition. Rule 1, ARCP indicates that ALL rules should be construed to secure the just, speedy, and inexpensive determination of every action. Unfortunately, the existing Rule 4.1(i) ARCP is the exact opposite. As noted by my colleagues, it is literally a very expensive, and unjustified, trap. Service of process is to give the wrongdoer notice of a claim and lawsuit. It is nonsensical to force service on every single member of a public body when each individual member has been elected or appointed to supervise and oversee these important public functions. Service of claims and lawsuits on governmental entities should not be so complicated and expensive that it thwarts our citizens' constitutional right to seek redress for the harm caused by a government entity. As the Court is aware, Rule 4.1(j) has long allowed for service upon one member of a public body and that is the "default rule" when Rule 4.1(i) is not applicable. Why allow this kind of service under one rule but not the other? Allowing service on administrative assistant or similar employee simply creates a long over-due efficiency and recognizes the modern reality that high-level officials subject to service have security concerns. As a result, it is frequently not possible for strangers effecting service to get access to these persons without undue expense and unreasonable tactics. The Petition should be adopted in full.
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mfmagee
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15 Nov 2011 01:08 PM |
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Michael Magee The Magee Law Firm, PLC 7411 E. Sixth Ave, Suite 106 Scottsdale AZ 85251 [email protected] I support Petition R-11-0031 for the reasons stated by Geoff Trachtenberg, Dave Abney and others. Service of claims and lawsuits on governmental entities should be simple and easy, so that citizens' constitutional rights to seek redress of government wrongs is meaningful and protected. The existing rule is a trap for the unwary and creates substantial and unjustified expense. With respect to serving one member of a group, the problems with the existing rule became most evident after the Falcon decision which, in part, based its holding upon "fulfill[ing] the purposes of the notice-of-claim statute." The Court in Falcon, however, should not have interposed any Legislative intent while interpreting the Court's own Rules of Civil Procedure since the Legislature has no role in promulgating those rules. In addition, to the extent the Falcon decision rests upon concerns related to allowing service upon "one member" of a public body, it is important for the Court to recognize that these persons were elected or appointed to supervise and oversee important public functions. It certainly seems reasonable for those persons to be able to accept basic service related to their public office and, to the extent they cannot appreciate the significance of being served, its hard to imagine the entire group would be any better at appreciating the significance. As the Court is aware, Rule 4.1(j) has long allowed for service upon one member of a public body and that is the "default rule" when Rule 4.1(i) is not applicable. It makes no sense to allow this kind of service under one rule but not the other. With respect to serving an administrative assistant or similar employee, this change simply creates a long over-due efficiency and recognizes the modern reality that high-level officials subject to service have security concerns. As a result, it is frequently not possible for strangers effecting service to get access to these persons without undue expense and unreasonable tactics. The Petition should be adopted in full.
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lincolncombs
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15 Nov 2011 01:59 PM |
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Lincoln Combs Gallagher & Kennedy, P.A. 2575 E. Camelback Road Phoenix, Arizona 85016 602-530-8022 [email protected] State Bar No. 025080 I support Petition R-11-0031 for the reasons stated by Geoff Trachtenberg, Dave Abney and others. Service of claims and lawsuits on governmental entities should be simple and logical, so that citizens' constitutional rights to seek redress of government wrongs is meaningful and protected. The existing rule is a trap for the unwary and creates substantial and unjustified expense. With respect to serving an administrative assistant or similar employee, this change simply creates a long over-due efficiency and recognizes the modern reality that high-level officials subject to service have security concerns. As a result, it is frequently not possible for strangers effecting service to get access to these persons without undue expense and unreasonable tactics. The Petition should be adopted in full.
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jtorgenson
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15 Nov 2011 04:45 PM |
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John P. Torgenson (AZ Bar # 23505) Benedetto Torgenson, PLC An Arizona Professional Limited Liability Company The Phoenix Plaza | 2901 N. Central Ave., Suite 200 | Phoenix, Arizona 85012 602.759.0013 (office) | 602.513.7066 (facsimile) www.bentorg.com [email protected] I support Petition R-11-0031 for the reasons stated by Geoff Trachtenberg, Dave Abney and others. Service of claims and lawsuits on governmental entities should be simple and easy, so that citizens' constitutional rights to seek redress of government wrongs is meaningful and protected. The existing rule is a trap for the unwary and creates substantial and unjustified expense. With respect to serving one member of a group, the problems with the existing rule became most evident after the Falcon decision which, in part, based its holding upon "fulfill[ing] the purposes of the notice-of-claim statute." The Court in Falcon, however, should not have interposed any Legislative intent while interpreting the Court's own Rules of Civil Procedure since the Legislature has no role in promulgating those rules. In addition, to the extent the Falcon decision rests upon concerns related to allowing service upon "one member" of a public body, it is important for the Court to recognize that these persons were elected or appointed to supervise and oversee important public functions. It certainly seems reasonable for those persons to be able to accept basic service related to their public office and, to the extent they cannot appreciate the significance of being served, its hard to imagine the entire group would be any better at appreciating the significance. As the Court is aware, Rule 4.1(j) has long allowed for service upon one member of a public body and that is the "default rule" when Rule 4.1(i) is not applicable. It makes no sense to allow this kind of service under one rule but not the other. With respect to serving an administrative assistant or similar employee, this change simply creates a long over-due efficiency and recognizes the modern reality that high-level officials subject to service have security concerns. As a result, it is frequently not possible for strangers effecting service to get access to these persons without undue expense and unreasonable tactics. The Petition should be adopted in full. ______________________________
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SSiesco
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15 Nov 2011 04:51 PM |
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Sara Siesco 2141 East Camelback, Suite 100 Phoenix, Arizona 85016 602-840-8787 602-840-0425 [email protected] State Bar #027803 Petition R-11-0031 should be adopted in full. Service of claims and lawsuits on governmental entities should be simplified so that citizens' constitutional rights to seek redress of government wrongs are protected. The existing rule is a trap for the unwary and creates substantial and unjustified expense. The changes suggested by Geoff Trachtenberg and David Abney would create efficiency, preserve resources and relieve officials of security concerns due to invasive tactics used in effectuating service of process. With respect to serving one member of a group, the problems with the existing rule became most evident after the Falcon decision which, in part, based its holding upon "fulfill[ing] the purposes of the notice-of-claim statute." The Court in Falcon should not have interposed any Legislative intent while interpreting the Court's own Rules of Civil Procedure because the Legislature has no role in promulgating those rules. To the extent the Falcon decision rests upon concerns related to allowing service upon "one member" of a public body, it is important for the Court to recognize that these persons were elected or appointed to supervise and oversee important public functions. It is reasonable for those persons to be able to accept basic service related to their public office. Furthermore, Rule 4.1(j) is the "default rule" when Rule 4.1(i) is not applicable and allows for service upon one member of a public body. It makes no sense to allow this kind of service under one rule but not the other.
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bbacon
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15 Nov 2011 04:52 PM |
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William C. Bacon Goldberg & Osborne 33 N. Stone 900 Tucson, AZ 85701 520-879-7165 Fax-520-620-3991 [email protected] State Bar #004895 I support Petition R-11-0031 for the reasons stated by Geoff Trachtenberg, Dave Abney and others. Service of claims and lawsuits on governmental entities should be simple and easy, so that citizens' constitutional rights to seek redress of government wrongs is meaningful and protected. The existing rule is a trap for the unwary and creates substantial and unjustified expense. With respect to serving one member of a group, the problems with the existing rule became most evident after the Falcon decision which, in part, based its holding upon "fulfill[ing] the purposes of the notice-of-claim statute." The Court in Falcon, however, should not have interposed any Legislative intent while interpreting the Court's own Rules of Civil Procedure since the Legislature has no role in promulgating those rules. In addition, to the extent the Falcon decision rests upon concerns related to allowing service upon "one member" of a public body, it is imp ortant for the Court to recognize that these persons were elected or appointed to supervise and oversee important public functions. It certainly seems reasonable for those persons to be able to accept basic service related to their public office and, to the extent they cannot appreciate the significance of being served, its hard to imagine the entire group would be any better at appreciating the significance. As the Court is aware, Rule 4.1(j) has long allowed for service upon one member of a public body and that is the "default rule" when Rule 4.1(i) is not applicable. It makes no sense to allow this kind of service under one rule but not the other. With respect to serving an administrative assistant or similar employee, this change simply creates a long over-due efficiency and recognizes the modern reality that high-level officials subject to service have security concerns. As a result, it is frequently not possible for strangers effecting service to get access to these persons without undue expense and unreasonable tactics. The Petition should be adopted in full.
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Cole.Sorenson
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15 Nov 2011 04:57 PM |
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Cole D. Sorenson, #013097 CANTOR LAW GROUP, PLLC One East Washington St., Suite 1800 Phoenix, Arizona 85004 Telephone: (602) 254-8880 Facsimile: (602) 255-0815 Email: [email protected]When I began practicing law in 1990 notice of claims were simple. You sent a letter to the governmental agency/risk management stating that you had a claim and the same could be settled for a certain figure. I left the practice of law for several years due to personal issues and when I came back we had the Deer Valley case. Since that time I have followed the roller coaster of decisions and have been amazed at the interpretation of the statute and rules and how even an educated lawyer with experience in these areas can fall into the "notice/service" trap. The purpose of the statute is simple: Put the State on notice and give them the opportunity to resolve meritorious claims. It's nothing more and nothing less. I support Petition R-11-0031 for the reasons stated by Geoff Trachtenberg, Dave Abney and others. Bring common sense back into this legal morass.
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rhinsch
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15 Nov 2011 05:42 PM |
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Randall A. Hinsch Plattner Verderame P.C. 316 E. Flower St. Phoenix, AZ 85012 (602)266-2002 (602)266-6908 [email protected] #010280 I support Petition R-11-0031 for the reasons stated by Geoff Trachtenberg, Dave Abney and others. Service of claims and lawsuits on governmental entities should be simple and easy, so that citizens' constitutional rights to seek redress of government wrongs is meaningful and protected. The existing rule is a trap for the unwary and creates substantial and unjustified expense. With respect to serving one member of a group, the problems with the existing rule became most evident after the Falcon decision which, in part, based its holding upon "fulfill[ing] the purposes of the notice-of-claim statute." The Court in Falcon, however, should not have interposed any Legislative intent while interpreting the Court's own Rules of Civil Procedure since the Legislature has no role in promulgating those rules. In addition, to the extent the Falcon decision rests upon concerns related to allowing service upon "one member" of a public body, it is important for the Court to recognize that these persons were elected or appointed to supervise and oversee important public functions. It certainly seems reasonable for those persons to be able to accept basic service related to their public office and, to the extent they cannot appreciate the significance of being served, its hard to imagine the entire group would be any better at appreciating the significance. As the Court is aware, Rule 4.1(j) has long allowed for service upon one member of a public body and that is the "default rule" when Rule 4.1(i) is not applicable. It makes no sense to allow this kind of service under one rule but not the other. With respect to serving an administrative assistant or similar employee, this change simply creates a long over-due efficiency and recognizes the modern reality that high-level officials subject to service have security concerns. As a result, it is frequently not possible for strangers effecting service to get access to these persons without undue expense and unreasonable tactics. The Petition should be adopted in full.
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bdombrowski
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15 Nov 2011 05:46 PM |
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Bonnie Shore Dombrowski Jacoby & Meyers Law Offices 2343 E. Broadway Suite 112 Tucson, Az. 85719 520-622-2350 phone 520-622-4543 Fax Bar # 011981 Email [email protected] I support Petition R-11-0031 for the reasons stated by Geoff Trachtenberg, Dave Abney and others. Service of claims and lawsuits on governmental entities should be simple and easy, so that citizens' constitutional rights to seek redress of government wrongs is meaningful and protected. The existing rule is a trap for the unwary and creates substantial and unjustified expense. With respect to serving one member of a group, the problems with the existing rule became most evident after the Falcon decision which, in part, based its holding upon "fulfill[ing] the purposes of the notice-of-claim statute." The Court in Falcon, however, should not have interposed any Legislative intent while interpreting the Court's own Rules of Civil Procedure since the Legislature has no role in promulgating those rules. In addition, to the extent the Falcon decision rests upon concerns related to allowing service upon "one member" of a public body, it is important for the Court to recognize that these persons were elected or appointed to supervise and oversee important public functions. It certainly seems reasonable for those persons to be able to accept basic service related to their public office and, to the extent they cannot appreciate the significance of being served, its hard to imagine the entire group would be any better at appreciating the significance. As the Court is aware, Rule 4.1(j) has long allowed for service upon one member of a public body and that is the "default rule" when Rule 4.1(i) is not applicable. It makes no sense to allow this kind of service under one rule but not the other. With respect to serving an administrative assistant or similar employee, this change simply creates a long over-due efficiency and recognizes the modern reality that high-level officials subject to service have security concerns. As a result, it is frequently not possible for strangers effecting service to get access to these persons without undue expense and unreasonable tactics. The Petition should be adopted in full.
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Posts:
15 Nov 2011 06:52 PM |
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Joey A. Flynn 2200 E. Speedway Blvd. Tucson, AZ 85719-4727 [email protected] I wholeheartedly agree with Mr. Plattner and I echo the sentiments of Page Chancellor Marks regarding service of notices of claims on individual members of school boards. It is onerous, expensive, and can be cost-prohibitive in smaller-sized legitimate claims. The Petition should be adopted in full. Joey A. Flynn
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dsethi
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16 Nov 2011 11:46 AM |
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Dev K. Sethi Kinerk Schmidt & Sethi PLLC 1790 E. River Rd. Ste. 300 Tucson, AZ 85718-5958 [email protected] I am a civil trial lawyer based in Tucson, with a practice throughout the state. My practice has included representing defendants, including public entities and public employees, in tort cases. For the past decade my practice has been limited to representing plaintiffs in tort cases. I am a past Chair of the State Bar of Arizona's Trial Practice Committee and Past President of the Arizona Minority Bar Association. I am involved in a variety of professional activities where defense side and plaintiff side lawyers share views and discuss issues relevant to our respective practices. With all of this background, I support the Petitioners' proposal to change Rule 4.1(i). The rule change should be adopted in its entirety. Nobody likes to be served. My experience has been that service of process is cumbersome, often embarrassing and often accompanied by private investigators or a server tracking down the subject -- even a public employee who is being served only in his or her official capacity. There is no reason why a duly authorized front line employee should not be authorized to accept service on behalf of a government agency. There is no danger that the agency won't have actual notice of the claim. There is no downside to the proposed change. Service of process on a public agency should be an easy, inexpensive and routine thing to accomplish. The current rule leads to an increase in delay, cost and inefficiency. These are the very things that Rule 1 so clearly directs against. For these reasons, and the reasons so well articulated by others who have commented in favor of this rule change, I urge its adoption.
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mikebell
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16 Nov 2011 12:24 PM |
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Michael J. Bell Busby, Bell & Biggs P.C. 1241 E. Prince Rd Tucson AZ 85719 Fax # 1-520-293-8347 [email protected] State Bar # 009020 I support Petition R-11-0031 for the reasons stated by Geoff Trachtenberg, Dave Abney and others. Service of claims and lawsuits on governmental entities should be simple and easy, so that citizens' constitutional rights to seek redress of government wrongs is meaningful and protected. The existing rule is a trap for the unwary and creates substantial and unjustified expense. As the Court is aware, Rule 4.1(j) has long allowed for service upon one member of a public body and that is the "default rule" when Rule 4.1(i) is not applicable. It makes no sense to allow this kind of service under one rule but not the other. With respect to serving an administrative assistant or similar employee, this change simply creates a long over-due efficiency and recognizes the modern reality that high-level officials subject to service have security concerns. As a result, it is frequently not possible for strangers effecting service to get access to these persons without undue expense and unreasonable tactics. The Petition should be adopted in full.
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Robert Ramirez
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16 Nov 2011 12:30 PM |
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Robert P. Ramirez The Robert P. Ramirez Law Firm, PLLC 826 N. 3rd Ave. Phoenix, AZ 85003 623-322-3400 623-322-3412 [email protected]BAR# 0192655 Petition R-11-0031 should be adopted in full for all of the reasons stated by Geoff Trachtenberg, Dave Abney and others. The purpose behind service of process is to place a Defendant or party on Notice of pending litigation. Under the current rules, formality and confusion are trumping the purpose behind the service of process rules. The existing rule is a trap for the unwary and creates substantial and unjustified expense. As Plaintiff's Counsel in Batty v. Glendale Union High School District No. 205, 221 Ariz. 592, 595 ¶ 11, 212 P.3d 930, 933 ¶ 11 (App. 2009), I can tell you first hand that much confusion exists over whom to serve for various public entities. What is appropriate for one body politic may not be for another. And what is required for service on certain Public Entities is not detailed or explained (at least the interpretation is not explained or detailed at all). Such should not be the case.... All that should be required is to place the body politic on notice of the litigation. How that is to be done should be spelled out specifically and clearly so that there is no confusion. To accomplish these goals the Petition should be adopted in full.
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stevenevans1
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16 Nov 2011 12:41 PM |
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Steven L. Evans Steven L. Evans, PLC 322 W. Roosevelt St. Phoenix, AZ 85003 (602) 288-3325 (602) 288-3328 [email protected] AZ BAr No. 012998 I support Petition R-11-0031 for the reasons stated by Geoff Trachtenberg, Dave Abney and many others. Service of claims and lawsuits on governmental entities should be simple and easy, so that citizens' constitutional rights to seek redress of government wrongs is meaningful and protected. The existing rule is a trap for the unwary and creates substantial and unjustified expense. With respect to serving one member of a group, the problems with the existing rule became most evident after the Falcon decision which, in part, based its holding upon "fulfill[ing] the purposes of the notice-of-claim statute." The Court in Falcon, however, should not have interposed any Legislative intent while interpreting the Court's own Rules of Civil Procedure since the Legislature has no role in promulgating those rules. In addition, to the extent the Falcon decision rests upon concerns related to allowing service upon "one member" of a public body, it is important for the Court to recognize that these persons were elected or appointed to supervise and oversee important public functions. It certainly seems reasonable for those persons to be able to accept basic service related to their public office and, to the extent they cannot appreciate the significance of being served, its hard to imagine the entire group would be any better at appreciating the significance. As the Court is aware, Rule 4.1(j) has long allowed for service upon one member of a public body and that is the "default rule" when Rule 4.1(i) is not applicable. It makes no sense to allow this kind of service under one rule but not the other. With respect to serving an administrative assistant or similar employee, this change simply creates a long over-due efficiency and recognizes the modern reality that high-level officials subject to service have security concerns. As a result, it is frequently not possible for strangers effecting service to get access to these persons without undue expense and unreasonable tactics. The Petition should be adopted in full.
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shumwayg
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16 Nov 2011 08:21 PM |
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G. Lynn Shumway Law Office of G. Lynn Shumway 4647 N. 32nd Street, Suite 230 Phoenix, Arizona 85018 Phone 602 795-3720 Fax 602 795-3728 [email protected] Arizona State Bar No. 011714 I support Petition R-11-0031 for the reasons stated by Geoff Trachtenberg, Dave Abney and many others. Lynn Shumway
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