Tyler Shelbert v. Baxter International, Inc.

District Court, N.D. Illinois·Decided August 26, 2026·No. 1:26-cv-06266·Unknown

Opinion

THE UNITED STATES DISTRICT COURT FOR THE NORTHERN DISTRICT OF ILLINOIS EASTERN DIVISION ) TYLER SHELBERT, ) ) Plaintiff, ) No. 26 C 6266 v. ) ) Chief Judge Virginia M. Kendall BAXTER INTERNATIONAL, INC., ) ) Defendant. ) )

MEMORANDUM OPINION AND ORDER

Plaintiff Tyler Shelbert moves to strike nine of Defendant Baxter International, Inc.’s affirmative and other defenses from its Answer under Federal Rule of Civil Procedure 12(f). (Dkt. 12). For the reasons below, the Court grants in part and denies in part Tyler’s Motion. (Id.) The Court grants Tyler’s Motion as to Affirmative Defense Nos. 1, 10, 11, 12, 13, and grants Baxter 14 days to amend its Answer to replead these Affirmative Defenses. (Id.) The Court denies Tyler’s Motion as to Affirmative Defense Nos. 5, 7, 8, 14. (Id.) Tyler asserts that nine of Baxter’s Affirmative Defenses—Nos. 1, 5, 7, 8, 10, 11, 12, 13, and 14—should be stricken because they: (1) “are not affirmative defenses as a matter of law”; (2) “merely restate” Baxter’s “denials of” Tyler’s allegations or “invoke equitable or procedural doctrines without alleging any facts supporting their application”; and (3) “are facially inapplicable” to Tyler’s “ADA and USERRA claims.” (Dkt. 12 at 3). Specifically, Tyler first asserts that Baxter’s Affirmative Defense Nos. 1, 7, and 14 are not “true” affirmative defenses because they “merely negate[] an element” of Tyler’s “prima facie case or simply den[y] liability[.]” (Id. at 3-5). Second, Tyler contends that Baxter’s Affirmative Defense Nos. 11, 12, and 13 fail to provide fair notice because they are “conclusory invocations of equitable and procedural doctrines” that lack “any factual basis supporting their application to this case.” (Id. at 5-6). Third, Tyler claims that Baxter’s Affirmative Defense Nos. 5, 8, and 10 “should be stricken because they bear no apparent relationship to the claims asserted in this action or the factual allegations contained in” Baxter’s Answer and are thus “facially inapplicable.” (Id. at 6-9). Alternatively, Tyler

asks the Court to order Baxter “to replead” the 9 contested Affirmative Defenses “with sufficient factual and legal specificity to provide fair notice of the issues genuinely in dispute.” (Id. at 9-10). Baxter responds that Tyler’s Motion—filed “[w]ithin two hours” of Baxter filing its Answer—should be denied because he failed to carry his burden. (Dkt. 15 at 1, 5-6). Baxter asserts that Tyler failed to “include any argument that striking any defense would alter the pretrial process or prevent prejudice” to him (id. at 5); it further notes that he “never explains how striking these defenses would generate any efficiency, narrow discovery, or otherwise alter the pretrial process in a meaningful way.” (Id. at 6). Rather, Baxter maintains that pleading “defenses early ensures that the case runs smoothly and proceeds without delay.” (Id.) Baxter counters Tyler’s claim that its defenses are conclusory by noting that, when viewed as a whole—instead of in a “vacuum”—

Baxter pleaded “sufficient facts to support [its] defenses” and “to put [Tyler] on notice of [Baxter’s] position.” (Id. at 7). “Regardless of whether they are true affirmative defenses,” Baxter continues, its “defenses meet the pleading standard under Rule 8, which requires only a short and plain statement of the defense.” (Id. at 9). In the alternative, Baxter seeks leave to amend under Federal Rule of Civil Procedure 15(a)(2) “[i]f the Court determines that any of [Baxter’s] defenses do not satisfy the pleading standards or should not be part of its responsive pleading[.]” (Id. at 9-10). LEGAL STANDARD Motions to strike are governed by Federal Rule of Civil Procedure 12(f) which provides that “[t]he court may strike from a pleading an insufficient defense or any redundant, immaterial, impertinent, or scandalous matter.” Fed. R. Civ. P. 12(f). “Motions to strike are not favored and will not be granted unless it appears to a certainty that plaintiffs would succeed despite any state of the facts which could be proved in support of the defense and are inferable from the pleadings.” Williams v. Jader Fuel Co., 944 F.2d 1388, 1400 (7th Cir. 1991) (cleaned up). “Affirmative

defenses are pleadings and, therefore, are subject to all pleading requirements of the Federal Rules of Civil Procedure.” Heller Fin., Inc. v. Midwhey Powder Co., 883 F.2d 1286, 1294 (7th Cir. 1989). Federal Rule of Civil Procedure 8(a) requires a “‘short and plain statement’” of the asserted defense Id. (quoting Fed. R. Civ. P. 8(a)). “Ordinarily, defenses will not be struck if they are sufficient as a matter of law or if they present questions of law or fact.” Id. Thus, the Court will only strike affirmative defenses “when they are insufficient on the face of the pleadings.” Id. ANALYSIS Tyler’s first argument is that Baxter’s Affirmative Defense Nos. 1, 7, and 14 are not true Affirmative Defenses. (Dkt. 12 at 3-5). These Affirmative Defenses are as follows: 1. The Complaint fails to state facts sufficient to constitute a cause of action for which relief may be granted.

7. Any and all conduct of which Plaintiff complains or which is attributed to Defendant was a just and proper exercise of management discretion, at all times privileged and justified, and undertaken for fair and honest reasons, for good cause, and in good faith and without malice.

14. Plaintiff’s claims are barred, in whole or in part, because the decisions made in regard to his employment were for legitimate, non-discriminatory, and non- pretextual reasons.

(Dkt. 9 at 22-24). “To survive a motion to strike, an affirmative defense must satisfy a three-part test: ‘(1) the matter must be properly pleaded as an affirmative defense; (2) the matter must be adequately pleaded under the requirements of Federal Rules of Civil Procedure 8 and 9; and (3) the matter must withstand a Rule 12(b)(6) challenge.’” See Crumpton v. Octapharma Plasma, Inc., 513 F. Supp. 3d 1006, 1012 (N.D. Ill. 2021) (quoting Sarkis’ Café, Inc. v. Sarks in the Park, LLC, 55 F. Supp. 3d 1034, 1039 (N.D. Ill. 2014)); see also Intercon Sols., Inc. v. Basel Action Network, 969 F. Supp. 2d 1026, 1059 (N.D. Ill. 2013), aff’d, 791 F.3d 729 (7th Cir. 2015) (applying same standard); Microthin.com, Inc. v. Siliconezone USA, LLC, 2006 WL 3302825, at *9 (N.D. Ill. Nov.

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Tyler Shelbert v. Baxter International, Inc., (N.D. Ill. 2026).

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