Midwest Sports Medicine & Orthopedic Surgery, Inc. v. United States

73 F. Supp. 2d 870, 84 A.F.T.R.2d (RIA) 6270, 1999 U.S. Dist. LEXIS 15328, 1999 WL 907530
CourtDistrict Court, S.D. Ohio
DecidedSeptember 9, 1999
DocketC-3-95-443
StatusPublished

This text of 73 F. Supp. 2d 870 (Midwest Sports Medicine & Orthopedic Surgery, Inc. v. United States) is published on Counsel Stack Legal Research, covering District Court, S.D. Ohio primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Midwest Sports Medicine & Orthopedic Surgery, Inc. v. United States, 73 F. Supp. 2d 870, 84 A.F.T.R.2d (RIA) 6270, 1999 U.S. Dist. LEXIS 15328, 1999 WL 907530 (S.D. Ohio 1999).

Opinion

DECISION AND ENTRY OVERRULING PLAINTIFF’S MOTION TO JOIN ADDITIONAL PARTIES (DOC. #34) AND ITS MOTION TO ENFORCE SETTLEMENT AGREEMENT (DOC. #29); CONFERENCE CALL SET

RICE, Chief Judge.

The Plaintiff, Midwest Sports Medicine and Orthopedic Surgery, Inc., Pension Plan Trust (“Midwest Pension Plan”) initiated this litigation against the United States' of America (“United States”), pursuant to 26 U.S.C. § 7426, for wrongful levy of property belonging to a person other than the taxpayer (Doc. # 1). Specifically, Midwest Pension Plan alleged that the United States wrongfully seized its property, held by Smith Barney, Inc., as the property of Midwest Sports Medicine and Orthopedic Surgery, Inc. (“Midwest”), and of William H. and Anne E. Donahue (“the Donahues”). 1 (Id.) On July 2, 1997, Midwest Pension Plan filed a Second Amended Complaint (Doc. # 16), which claimed that the property wrongfully seized also included additional investments held by Bank One Dayton, N.A.

Pending before the Court is Plaintiffs Motion to Enforce Settlement Agreement (Doc. #29) and its Motion to Join Additional Parties (Doc. # 34). For the reasons assigned, Plaintiffs Motions are OVERRULED.

I. Background 2

The claims asserted by Midwest Pension Plan against the United States have largely been resolved. 3 See Mem. of United States in Opp. to Joinder of Add’l Parties (Doc. # 23 at 1-2) (“The United States has already conceded that its levy of the Smith-Barney accounts belonging to the plaintiff was wrongful and has agreed to refund those assets. It does not now contend that the funds from the Pension Plan accounts belong to anyone but the Pension Plan. There is no longer any justiciable controversy.”) 4 At this juncture, however, *872 the seized funds remain with the United States.

Rather than return the seized funds and settle this litigation thereby, the parties have sought to enter into a “global settlement”, whereby they would resolve, in one agreement, this litigation and the dispute between the Internal Revenue Service (“IRS”) and the Donahues regarding their federal tax liability. It is the pursuit of this global settlement that has caused this litigation to continue for nearly four years.

At numerous times during the course of this litigation, the parties have represented that they were close to reaching a settlement. The Court has held a number of status conferences and has offered its assistance to the parties in their pursuant of an agreement (Doc. # 11, # 21, # 25, # 28). Consistently, Plaintiff has eagerly sought the Court’s aide in reaching and enforcing a settlement. Equally consistently, the United States has contested the Court’s jurisdiction to involve itself in the pursuit of a settlement between the United States and the Donahues regarding payment of their tax liability, an issue which is not part of this litigation, but is a part of the sought-after global settlement.

II. Motion to Join Additional Parties (Doc. #34)

The issue of joinder of the Donahues as parties to this litigation was raised during the status conference held on December 16, 1997. At that time, the Court requested that the parties submit memoranda addressing that concern. The parties complied with that request, with Plaintiff filing its memorandum (Doc. # 22) on December 30, 1997, and the United States filing an Opposition Memorandum (Doc. #23) on January 8, 1998. In bringing its Motion to Join Additional Parties (Doc. # 34), Midwest Pension Plan incorporates its previous memorandum on that issue. The Memorandum of the United States in Opposition to Plaintiffs Motion to Join Additional Parties (Doc. # 35) similarly incorporates its previous memorandum.

Plaintiff asserts that numerous avenues exists for properly joining the Donahues as parties to its lawsuit, to wit: (1) an amended complaint, pursuant to Fed.R.Civ.P. 15, whereby the Donahues would be added as party-plaintiffs to a claim for declaratory judgment; (2) intervention as of right, pursuant to Fed.R.Civ.P. 24(a)(2); and (3) permissive intervention, pursuant to Fed. R.Civ.P. 24(b). As discussed below, the Court concludes that joinder is not appropriate.

A. Intervention Pursuant to Fed. R.Civ.P. 24

Plaintiff asserts that joinder of the Don-ahues may be accomplished by intervention as of right or by permissive intervention. Rule 24(a)(2) permits intervention as of right:

when the applicant claims an interest relating to the property or transaction which is the subject of the action and the applicant is so situated that the disposition of the action may as a practical matter impair or impede the applicant’s ability to protect that interest, unless the applicant’s interest is adequately represented by existing parties.

Fed.R.Civ.P. 24(a)(2). Rule 24(b), addressing permissive intervention, gives the court discretion to allow intervention “when the applicant’s claim or defense and the main action have a question of law or fact in common.”

The procedure for seeking intervention is set forth in Rule 24(c). It states, in pertinent part, “A person desiring to intervene shall serve a motion to intervene upon the parties as provided in Rule 5. The motion shall state the grounds therefor and shall be accompanied by a pleading setting forth the claim or defense for which intervention is sought.” Because Rule 24 requires that the person seeking to be joined as a party file a motion for intervention, that Rule does not constitute a means by which Midwest Pension Plan, already a party to the litigation, may seek joinder of the Donahues, a third-party. It is the Donahues, the party seeking to join *873 this litigation, who must file a Rule 24 motion to intervene. Although Midwest Pension Plan desires the Donahues to be joined as parties, there is no evidence before the Court that the Donahues have served a motion to intervene upon the parties. No motion for intervention has been filed by them with the Court. Accordingly, a motion for the Donahues to intervene in the present litigation has not been properly raised.

B. Amended Complaint Pursuant to Fed.R.Civ.P. 15

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73 F. Supp. 2d 870, 84 A.F.T.R.2d (RIA) 6270, 1999 U.S. Dist. LEXIS 15328, 1999 WL 907530, Counsel Stack Legal Research, https://law.counselstack.com/opinion/midwest-sports-medicine-orthopedic-surgery-inc-v-united-states-ohsd-1999.