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Court Rules
Judge

Judge James E. Kallaher

Individual Rules, Standing Orders & Policies

Rules last changed:
Fourth Judicial Circuit of Florida, Clay, Duval and Nassau Counties

Limits & Logistics

Courtesy Copies

Courtesy copies

  • Upon Filing

Motion

  • 1 copy
  • Email

Motion, Joint Stipulation

Notice of Settlement or Dismissal

  • Email

Communication

Email

Chambers

brewerm@clayclerk.com
Scheduling
Phone
(904)255-1695
Email
Court-wide

Clerk

durhaml@clayclerk.com
Scheduling
Filters:

Document Format Requirements2 rules

FormattingImportant

Orders are electronically signed and should be submitted to the Court in Word format.

File type
Word
Applies to
  • Proposed order

Formatting

  • Electronically signed
FormattingNote

Consent judgments signed by the parties may be sent in .pdf.

File type
PDF
Applies to
  • Consent judgment

Document Filing Requirements58 rules

Filing RequirementsMandatory

The Petition includes decedent’s date of death. The Petition contains a legal description of the property (a street address is insufficient).

Checklist-for-Petition-to-Determine-Homestead · p. 1
|SectionCHECKLIST FOR PETITION TO DETERMINE HOMESTEAD
Filing RequirementsMandatory

Please review and sign the applicable certification clause at the end of the checklist prior to submitting it with your Petition.

Document
Checklist
Placement
Certificate section
Checklist-for-Petition-to-Determine-Homestead · p. 1
|SectionCHECKLIST FOR PETITION TO DETERMINE HOMESTEAD
Filing RequirementsMandatory

The Petition is verified and signed by the Petitioner.

Checklist-for-Petition-to-Determine-Homestead · p. 1
|SectionCHECKLIST FOR PETITION TO DETERMINE HOMESTEAD
Filing RequirementsMandatory

The undersigned Petitioner☐ (print name)__________________________/Attorney ☐ (print name)_____________________________certifies that he/she has reviewed the information necessary to support the Petition to Determine Homestead. The Petitioner ☐/Attorney ☐ further certifies that all the required information was previously filed or filed concurrently with the Petition.

Filing RequirementsMandatory

The proposed order must identify the beneficiaries, describe the real property, determine protected homestead status, and direct surrender of the homestead property.

Court's wording

The proposed order reflects title passing to the correct beneficiaries. The proposed order describes the real property and determines whether any of the real property constitutes the protected homestead of the decedent and directs the personal representative/debtors of the decedent to surrender the homestead property.

Checklist-for-Petition-to-Determine-Homestead · p. 2
|SectionCHECKLIST FOR PETITION TO DETERMINE HOMESTEAD
Filing RequirementsMandatory

The publication period for the notice to creditors has expired and proof of notice to AHCA has been filed

Checklist-for-Petition-to-Determine-Homestead · p. 2
|SectionCHECKLIST FOR PETITION TO DETERMINE HOMESTEAD
Filing RequirementsMandatory

If the Petitioner is represented by counsel, only counsel must complete the applicable Certification Clause. If the Petitioners is pro se then the applicable Certification must be completed by the Petitioner.

Document
Certification
Placement
Certificate section
Filing RequirementsMandatory

Attorney’s signature:______________________________ Signed on_________________________, 20____

Placement
Signature block
Filing RequirementsMandatory

The undersigned Petitioner☐ (print name)__________________________/Attorney ☐ (print name)_____________________________certifies that he/she has reviewed the information necessary to support the Petition to Determine Homestead.

Filing RequirementsMandatory

Petitioner’s signature:______________________________ Signed on_________________________, 20____

Placement
Signature block
Filing RequirementsMandatory

The Petitioner ☐/Attorney ☐ certifies that, after a diligent search and reasonable effort, the Petitioner ☐/Attorney ☐ was unable to submit the following information for the following reasons:

Filing RequirementsMandatoryCivil cases

a concise statement of those facts which are admitted and will not require proof at trial;

Order-Setting-Case-for-Jury-Trial · p. 2
|SectionREQUIREMENTS OF THE JOINT PRE-TRIAL STIPULATION
Filing RequirementsMandatoryCivil cases

The parties must prepare and sign the Joint Pre-Trial Stipulation, file it at the Pre-Trial Conference, and include all eight categories of specified trial-preparation information.

Court's wording

The parties shall cooperate in preparation of the Joint Pre-Trial Stipulation which shall be signed by both signed by the parties or their counsel and filed with the Court at the Pre-Trial Conference. The suggested format for the Joint Pre-Trial Stipulation can be found at the Court’s webpage and shall contain at least the following:

Order-Setting-Case-for-Jury-Trial · p. 2
|SectionREQUIREMENTS OF THE JOINT PRE-TRIAL STIPULATION
Filing RequirementsMandatoryCivil cases

a complete list of witnesses, including anticipated impeachment witnesses, specifying the name and address of each;

Order-Setting-Case-for-Jury-Trial · p. 2
|SectionREQUIREMENTS OF THE JOINT PRE-TRIAL STIPULATION
Filing RequirementsMandatoryCivil cases

a statement reflecting objections to specific portions of video deposition, testimony, or video exhibits which may be offered at trial; and

Order-Setting-Case-for-Jury-Trial · p. 2
|SectionREQUIREMENTS OF THE JOINT PRE-TRIAL STIPULATION
Filing RequirementsMandatoryCivil cases

a concise statement of those facts which remain to be litigated;

Order-Setting-Case-for-Jury-Trial · p. 2
|SectionREQUIREMENTS OF THE JOINT PRE-TRIAL STIPULATION
Filing RequirementsMandatoryCivil cases

All exhibits intended to be offered at trial shall be exhibited to all opposing counsel at the Attorney Conference.

Filing RequirementsMandatoryCivil cases

a concise factual statement of the nature of the action which shall be read to the jury by the Court to apprise the jury of the nature of the case, all claims of any party to be tried;

Order-Setting-Case-for-Jury-Trial · p. 2
|SectionREQUIREMENTS OF THE JOINT PRE-TRIAL STIPULATION
Filing RequirementsMandatoryCivil cases

exhibit list including the specific objections to any exhibit. The suggested Trial Exhibit table can be found at the Court’s webpage;

Include

  • Exhibit list
Order-Setting-Case-for-Jury-Trial · p. 2
|SectionREQUIREMENTS OF THE JOINT PRE-TRIAL STIPULATION
Filing RequirementsMandatoryCivil cases

Each defendant's expert-witness notice must contain the same information required for Plaintiff's retained-expert notice.

Court's wording

No later than [90DAYS] prior to the Pre-Trial Conference, each Defendant shall serve on all other counsel and file with the Court a Notice containing the same information regarding each expert witness who will testify at trial on behalf of that Defendant.

Order-Setting-Case-for-Jury-Trial · p. 3
|Section6. RETAINED AND NON-RETAINED EXPERTS
Filing RequirementsMandatoryCivil cases

Plaintiff's retained-expert notice must state each expert's identity and address, expertise, expected testimony, facts and opinions, and the grounds supporting each opinion.

Court's wording

No later than [120 DAYS] prior to the Pre-Trial Conference, Plaintiff shall serve on all opposing counsel and file with the Court a Notice containing the following information regarding each retained expert witness who will testify at trial on behalf of Plaintiff: a) the name and address of the expert witness; b) the area(s) of expertise of the witness: c) the subject matter of the expected testimony or the witness; d) the substance of the facts and opinions about which the witness is expected to testify; and e) a summary of the grounds on which each of the opinions of the witness will be based.

Order-Setting-Case-for-Jury-Trial · p. 3
|Section6. RETAINED AND NON-RETAINED EXPERTS
Filing RequirementsMandatoryCivil cases

The Motion in Limine shall state with particularity the grounds upon which it is based and the substantial matters of law to be argued and shall identify any evidence or supporting material on which the movant relies.

Order-Setting-Case-for-Jury-Trial · p. 4
|Section9. MOTIONS IN LIMINE
Filing RequirementsMandatoryCivil cases

Motions in Limine must be case specific.

Order-Setting-Case-for-Jury-Trial · p. 4
|Section9. MOTIONS IN LIMINE
Filing RequirementsMandatoryCivil cases

Any expert related motions or objections shall state with particularity the grounds upon which they are based and the substantial matters of law to be argued, and shall identify any evidence or supporting material upon which the movant relies.

Filing RequirementsMandatoryCivil cases

The parties shall include each treating physician and non-retained expert witness who will testify at trial as an expert witness in their disclosure and disclose the same information as retained experts.

Order-Setting-Case-for-Jury-Trial · p. 4
|Section6. RETAINED AND NON-RETAINED EXPERTS
Filing RequirementsMandatoryCivil cases

The proposed instructions and verdict form will be submitted to the Court at the Pre-Trial Conference. All instructions will be in a form suitable for submission to the jury with a face sheet which identifies the proposing party and a numbered list of the proposed instructions. A party may attach citations of authority for individual instructions, but such citations shall not be contained on the instructions to be submitted to the jury.

Order-Setting-Case-for-Jury-Trial · p. 5
|Section11. JURY INSTRUCTIONS AND VERDICT FORMS.
Filing RequirementsMandatoryCivil cases

The parties shall seek to agree on a verdict form and submit one agreed form. If the parties cannot agree, each party shall submit its own proposed form.

Order-Setting-Case-for-Jury-Trial · p. 5
|Section11. JURY INSTRUCTIONS AND VERDICT FORMS.
Filing RequirementsMandatoryCivil cases

Plaintiff shall provide a complete set of proposed jury instructions.

Order-Setting-Case-for-Jury-Trial · p. 5
|Section11. JURY INSTRUCTIONS AND VERDICT FORMS.
Filing RequirementsMandatoryCivil cases

Defendant shall provide only special instructions not included in Plaintiff’s submission.

Order-Setting-Case-for-Jury-Trial · p. 5
|Section11. JURY INSTRUCTIONS AND VERDICT FORMS.
Filing RequirementsMandatoryCivil cases

Requests for an examination must set forth the time, place, manner, conditions, and scope of the examination as well as the name of, and the qualifications of, the person conducting the examination with some specificity.

CME-Guidelines-for-Counsel · p. 1
|SectionRequest for, Objections to and Hearings on
Filing RequirementsMandatoryCivil cases

The objections must state the specific reasons for the objections.

CME-Guidelines-for-Counsel · p. 1
|SectionRequest for, Objections to and Hearings on
Filing RequirementsMandatoryCivil cases

Examinations sought under Fla. R. Civ. P. 1.360(a)(1)(B) must be obtained with an order from this Court, or with a written agreement of all parties.

CME-Guidelines-for-Counsel · p. 1
|SectionRequest for, Objections to and Hearings on
Filing RequirementsMandatoryCivil cases

Out of county examinations must be approved by the Court but only after an evidentiary hearing and the proper record having been made.

CME-Guidelines-for-Counsel · p. 2
|SectionLocation of Examination
Filing RequirementsMandatory

The motion seeking leave to use telephone or Zoom at a non-evidentiary hearing over 30 minutes must include a proposed consent order emailed to the Court.

Court's wording

Should counsel desire to attend a non-evidentiary hearing scheduled for more than thirty (30) minutes via telephone or Zoom, counsel must seek leave of Court by filing a written Motion and providing a courtesy copy of the Motion setting forth good cause to grant the Motion pursuant to Rule 2.530, Fla. R Gen. Prac. &. Jud. Admin. and proposed consent Order to the Court via electronic mail.

Filing RequirementsMandatory

The motion seeking leave to present remote testimony at an evidentiary hearing must include a proposed consent order emailed to the Court.

Court's wording

Should counsel desire to participate in an evidentiary hearing and present testimony through Zoom or other communication technology, regardless of the duration of the hearing, counsel must seek leave of Court by filing a written motion setting forth good cause to grant the motion pursuant to Rule 2.530(b)(2), Fla. R Gen. Prac. & Jud. Admin. and providing a courtesy copy of the Motion and a proposed Consent Order to the Court via electronic mail.

Filing RequirementsMandatory

Any hearing notebooks, legal memorandums or briefs, along with hard copies of the significant cited authorities, must be provided to the Court at least three (3) business days before the hearing, or immediately if the hearing is scheduled within that time period.

Kallaher-Division-B-Procedures-Judge-Kallaher-updated-MAY-2026 · p. 3
|SectionHearing Notebooks, Legal Memorandums, and Citations
Filing RequirementsMandatory

Counsel must file with the Notice of Hearing a “Certificate of Conferral Prior to Scheduling the Motion for Hearing” certifying that the meet and confer occurred (or did not occur and setting out the good faith attempts to schedule the conference) and identifying the date of the conference, the names of the participating attorneys, and the specific results obtained.

Document
Notice of hearing

Must include

  • Certificate of conference
Kallaher-Division-B-Procedures-Judge-Kallaher-updated-MAY-2026 · p. 4
|SectionMeet and Confer Requirement Prior to Scheduling a Hearing on the Motion
Filing RequirementsMandatory

All Substitutions of Counsel, even if they are within the same firm, must include the client’s written signature indicating knowledge and consent.

Kallaher-Division-B-Procedures-Judge-Kallaher-updated-MAY-2026 · p. 6
|SectionPROPOSED AGREED OR CONSENT ORDERS, OR ORDERS ON MOTIONS NOT OBJECTED TO, WITHOUT A HEARING
Filing RequirementsMandatory

Filer must submit both a cover letter in PDF format and a proposed order in Word format.

Kallaher-Division-B-Procedures-Judge-Kallaher-updated-MAY-2026 · p. 6
|SectionPROBATE, MENTAL HEALTH AND GUARDIANSHIP ORDERS
Filing RequirementsMandatory

Requests for relief must be in the form of a motion or pleading and filed with the Clerk.

Filing RequirementsMandatory

The order’s certificate should reflect “Counsel to mail copies to:” and counsel shall mail copies of the conformed order to the parties.

Document
Conformed order
Placement
Certificate section
Filing RequirementsMandatory

If you have a matter to bring to the Court’s attention, please file the proper motion with the Clerk of Court and copy all parties and/or counsel in the case with said motion.

Kallaher-Division-B-Procedures-Judge-Kallaher-updated-MAY-2026 · p. 7
|SectionEX PARTE PERSONAL COMMUNICATIONS/CORRESPONDENCE
Filing RequirementsMandatoryCivil cases

and shall file with the court at the time of filing of the motion a statement certifying that he or she has so conferred with opposing counsel and that counsel have been unable to resolve the dispute.

Document
Discovery motion

Must include

  • Certificate of conference
First-Amended-AO-88-2 · Jul 2020 · p. 1
|SectionRE: FLORIDA RULE CIVIL PROCEDURE 1.380 — FAILURE TO MAKE DISCOVERY; SANCTIONS
Filing RequirementsMandatoryCivil cases

A notice of hearing on a motion to compel must include a statement certifying compliance with Rule 1.380(a)(2) and acknowledging that the noticed hearing requires the judge's consent to cancel.

Court's wording

The moving party’s notice of hearing on a motion to compel shall include the following statement: Undersigned counsel certifies that he or she: (1) has complied with Fla. R. Civ. P. 1.380(a)(2) by conferring, or attempting to confer, in good faith with the opposing party in an effort to resolve the discovery dispute without court action; and (2) is aware of the provisions in First Amended Administrative Order No. 88-2 that the hearing noticed hereby may not be cancelled by the agreement of the parties or counsel, but only by first obtaining the judge’s consent.

First-Amended-AO-88-2 · Jul 2020 · p. 2
|SectionRE: FLORIDA RULE CIVIL PROCEDURE 1.380 — FAILURE TO MAKE DISCOVERY; SANCTIONS
Filing RequirementsImportant

The signature page of the proposed order contains at least four (4) lines of text and has the case number on it.

Document
Proposed order
Placement
Signature block
Checklist-for-Petition-to-Determine-Homestead · p. 2
|SectionCHECKLIST FOR PETITION TO DETERMINE HOMESTEAD
Filing RequirementsImportant

The Petitioner ☐/Attorney ☐ acknowledges that a hearing may be required concerning the deficiency.

Filing RequirementsImportantCivil cases

any proposed amendments to the pleadings;

Include

  • Any proposed amendments to the pleadings
Order-Setting-Case-for-Jury-Trial · p. 2
|SectionREQUIREMENTS OF THE JOINT PRE-TRIAL STIPULATION
Filing RequirementsImportantCivil cases

a list of any undisposed matters to be heard prior to trial.

Order-Setting-Case-for-Jury-Trial · p. 2
|SectionREQUIREMENTS OF THE JOINT PRE-TRIAL STIPULATION
Filing RequirementsImportantCivil cases

- [Please use the Trial Exhibit List Table, or similar format, stating the specific objections, if any, to each exhibit.]

Document
Trial exhibits

Include

  • Exhibit list
Filing RequirementsImportantCivil cases

A request that an examination be done out of state, if not agreed to, will require a hearing.

CME-Guidelines-for-Counsel · p. 2
|SectionLocation of Examination
Filing RequirementsImportantCivil cases

Examinations should occur in the county where the case is pending absent agreement of counsel to the contrary.

CME-Guidelines-for-Counsel · p. 2
|SectionLocation of Examination
Filing RequirementsImportantCivil cases

The date and time of the examination must be coordinated with opposing counsel.

CME-Guidelines-for-Counsel · p. 2
|SectionThe Examination
Filing RequirementsImportant

The letter must state that opposing counsel/unrepresented party has been provided with the same materials being provided to the Court and whether opposing counsel/unrepresented party agrees with the language of the proposed Order.

Kallaher-Division-B-Procedures-Judge-Kallaher-updated-MAY-2026 · p. 6
|SectionPROPOSED AGREED OR CONSENT ORDERS, OR ORDERS ON MOTIONS NOT OBJECTED TO, WITHOUT A HEARING
Filing RequirementsImportant

The service list on the Order must contain e-filing addresses for opposing counsel/unrepresented parties.

Kallaher-Division-B-Procedures-Judge-Kallaher-updated-MAY-2026 · p. 6
|SectionPROPOSED AGREED OR CONSENT ORDERS, OR ORDERS ON MOTIONS NOT OBJECTED TO, WITHOUT A HEARING
Filing RequirementsImportant

A Probate Petition for Administration must state that separately deposited documents were deposited and include the deposit case number.

Court's wording

In Probate cases, if a will or other document has been deposited separately with the Clerk of Court, the Petition for Administration must include language indicating that the documents have been deposited and provide the case number assigned to the deposit.

Kallaher-Division-B-Procedures-Judge-Kallaher-updated-MAY-2026 · p. 6
|SectionPROBATE, MENTAL HEALTH AND GUARDIANSHIP ORDERS
Filing RequirementsImportant

Orders should contain one signature line for Judge’s electronic signature (no other signature lines).

Filing RequirementsImportant

Cover letters should be scanned as separate documents.

Filing RequirementsNote

The certificate of conferral may follow either form in Exhibit A and should appear directly above the notice of hearing's signature block.

Document
Certificate of conferral
Placement
Signature block

Court's wording

The Court will accept a certificate 4 of conferral substantially in the form provided in Exhibit “A”, either First Option or Second Option, attached to these “Policies and Procedures” set forth directly above the signature block of the Notice of Hearing for the motion.

Kallaher-Division-B-Procedures-Judge-Kallaher-updated-MAY-2026 · p. 4
|SectionMeet and Confer Requirement Prior to Scheduling a Hearing on the Motion

Filing & Service rules

Electronic Filing Rules

The petition checklist must be completed and filed electronically with the petition.

This checklist shall be completed and e-filed with your Petition.

Page 1 | CHECKLIST FOR PETITION TO DETERMINE HOMESTEAD

The Summary Administration Checklist must be completed and e-filed before the Order for Summary Administration is submitted.

This checklist shall be completed and e-filed prior to submission of the Order for Summary Administration.

Civil cases

Page 1 | Checklist for Summary Administration

Proposed Orders are to be submitted to the Court via the e-Portal.

Proposed Orders are to be submitted to the Court via the e-Portal.

Page 5 | PROPOSED ORDERS FOLLOWING A HEARING

Proposed orders in Probate, Mental Health, and Guardianship cases must be filed directly to the judge’s queue through the Florida E-Filing Portal rather than as a motion.

Effective 3-1-22, all proposed orders for Probate, Mental Health and Guardianship cases must be submitted directly to the Judge’s queue through the Florida E-Filing Portal (filed different than a motion).

Page 6 | PROBATE, MENTAL HEALTH AND GUARDIANSHIP ORDERS

Filing Timing and Cure Windows

Each defendant must file and serve a notice of its trial expert witnesses no later than 90 days before the pre-trial conference.

No later than [90DAYS] prior to the Pre-Trial Conference, each Defendant shall serve on all other counsel and file with the Court a Notice containing the same information regarding each expert witness who will testify at trial on behalf of that Defendant.

Civil cases

Page 3 | 6. RETAINED AND NON-RETAINED EXPERTS

Plaintiff must file and serve a notice of retained expert witnesses no later than 120 days before the pre-trial conference.

No later than [120 DAYS] prior to the Pre-Trial Conference, Plaintiff shall serve on all opposing counsel and file with the Court a Notice containing the following information regarding each retained expert witness who will testify at trial on behalf of Plaintiff:

Civil cases

Page 3 | 6. RETAINED AND NON-RETAINED EXPERTS

Expert-related motions and objections must be filed and served at least 60 days before trial begins.

All expert related motions or objections shall be filed and served at least sixty (60) days prior to the first day the case is set for trial.

Civil cases

Page 4 | 8. EXPERT ISSUES

Case-specific motions in limine must be filed, served, noticed, and heard or agreed to no later than 15 days before trial.

All case specific Motions in Limine shall be filed, served, noticed and heard or agreed to by the parties no later than fifteen (15) days prior to the first day that the case is set for trial.

Civil cases

Page 4 | 9. MOTIONS IN LIMINE

The filing party must ensure that each expert-related issue is resolved by agreement or court ruling no later than 15 days before trial.

The party filing expert related motions or objections shall be responsible for taking the necessary steps to see that the issue is resolved by agreement or by the Court no later than fifteen (15) days prior to the first day that the case is set for trial.

Civil cases

Page 4 | 8. EXPERT ISSUES

Objections to a Rule 1.360(a)(1)(A) examination request must be filed within 30 days of the written request, provided process was served at least 15 days before the request was served.

Objections to "Examination of Persons" under Fla. R. Civ. P. 1.360(a)(1)(A) must be filed no later than 30 days from the written request assuming service of process has occurred at least 15 days prior to the request being served.

Civil cases

Page 1 | Request for, Objections to and Hearings on

A hearing must be requested immediately upon filing any objection to the examination request.

A hearing must be immediately requested on any objection filed.

Civil cases

Page 1 | Request for, Objections to and Hearings on

A motion must be entered on the Clerk’s docket, with its docket number available, before hearing time may be requested.

Motions must appear on Clerk’s docket prior to requesting hearing time. Clerk’s docket number required.

Page 2 | SETTING HEARINGS

Prospective hearing dates are not reserved or guaranteed until confirmation, and a notice of hearing may not be filed before confirmation is provided.

Prospective dates are provided for counsel to coordinate and are not held or guaranteed until a confirmation email is received. Please do not file a notice of hearing until hearing confirmation is provided.

Page 2 | SETTING HEARINGS

The hearing package is due at least three business days before the hearing, but must be provided immediately if the hearing falls within that three-business-day period.

Any hearing notebooks, legal memorandums or briefs, along with hard copies of the significant cited authorities, must be provided to the Court at least three (3) business days before the hearing, or immediately if the hearing is scheduled within that time period.

Page 3 | Hearing Notebooks, Legal Memorandums, and Citations

The order must be submitted to the Court within seven days after the hearing, with a copy to opposing counsel.

must be submitted to the Court within seven (7) days of the hearing, with a copy to opposing counsel.

Page 5 | PROPOSED ORDERS FOLLOWING A HEARING

Court staff will not review the petition until the necessary information has been accepted into the OLS and/or e-filing system.

The Petitioner ☐/Attorney ☐ acknowledges that the Petition will not be reviewed by Court staff until the necessary information has been accepted into the OLS and/or e-filing system.

Page 2 | CERTIFICATION A

Within 30 days after service of the defendants' expert disclosure, Plaintiff may file and serve notice of retained rebuttal experts using the same required information.

No later than thirty (30) days after service of the Defendant’s expert witness disclosure, the Plaintiff may serve on all other counsel and file with the Court a Notice containing the same information regarding retained rebuttal expert witnesses, if any, who will testify at trial on behalf of Plaintiff.

Civil cases

Page 3 | 6. RETAINED AND NON-RETAINED EXPERTS

A written request for an examination should be made no later than 70 days before the pretrial date.

If examinations under these rules are requested such written request should be made no later than 70 days before the pretrial date to allow time for objections, hearings on same, and an opportunity to reset the examination.

Civil cases

Page 1 | Request for, Objections to and Hearings on

Failure to set an objection for an immediate hearing is treated as abandonment of the examination request.

Failure to set the objection for immediate hearing will be deemed an abandonment of the "Request" under the rules.

Civil cases

Page 1 | Request for, Objections to and Hearings on

A requested order should be drafted and circulated to opposing counsel within three working days.

If counsel is asked to prepare an order, the order should be drafted and circulated to opposing counsel within three (3) working days

Page 5 | PROPOSED ORDERS FOLLOWING A HEARING

Guardianship parties may not submit the proposed annual-plan or accounting approval order until the Clerk’s Report has been finalized and docketed.

In Guardianship cases, parties shall not submit a Proposed Order Approving Annual Plan or a Proposed Order Approving Accounting until after the Report of Clerk has been finalized and docketed.

Page 6 | PROBATE, MENTAL HEALTH AND GUARDIANSHIP ORDERS

Service and Proof of Service Rules

Formal notice of the petition must be served on all outstanding creditors, if any.

The Petitioner served formal notice of the Petition to Determine Homestead on all outstanding creditors, if any.

Page 1 | CHECKLIST FOR PETITION TO DETERMINE HOMESTEAD

For each homestead beneficiary, either file a consent to the petition or serve formal notice and file a certificate demonstrating proper service.

Consents to the Petition have been filed from each homestead beneficiary, or the Petitioner has served formal notice of the Petition on each homestead beneficiary and filed a certificate that shows proper service.

Page 2 | CHECKLIST FOR PETITION TO DETERMINE HOMESTEAD

Case-specific motions in limine must be served no later than 15 days before the first day set for trial.

All case specific Motions in Limine shall be filed, served, noticed and heard or agreed to by the parties no later than fifteen (15) days prior to the first day that the case is set for trial.

Civil cases

Page 4 | 9. MOTIONS IN LIMINE

All expert-related motions and objections must be served at least 60 days before trial begins.

All expert related motions or objections shall be filed and served at least sixty (60) days prior to the first day the case is set for trial.

Civil cases

Page 4 | 8. EXPERT ISSUES

The same cover letter and hearing items must be provided to all opposing counsel.

Please be sure to provide all opposing counsel with the same cover letter and item(s).

Page 3 | Hearing Notebooks, Legal Memorandums, and Citations

The hearing items must be accompanied by a cover letter and may be hand delivered to the Court.

Such item(s) are to be hand delivered with a cover letter or mailed with a cover letter.

Page 3 | Hearing Notebooks, Legal Memorandums, and Citations

Counsel must mail copies of the conformed order to the parties when the party lacks an email designation.

The order’s certificate should reflect “Counsel to mail copies to:” and counsel shall mail copies of the conformed order to the parties.

Page 7 | PRO SE LITIGANTS

Emails, correspondence, and pleadings filed with the court must be copied to opposing counsel for the inquiry to be considered.

The parties must also copy opposing counsel on any emails, correspondence and pleadings filed with the Court, without which the inquiry may not be considered.

Page 7 | PRO SE LITIGANTS

A party who has not filed a notice designating an email address cannot be served electronically as the sole means of service.

If a party has not filed a Notice of Designation of Email Address, the Court cannot e-serve the party as the sole means of service.

Page 7 | PRO SE LITIGANTS

Every pro se party must serve a designation of a primary email address and may obtain the form from the clerk.

Pursuant to Fla. R. Gen. Prac. & Jud. Admin. 2.516(b)(1)(C), all pro se parties must serve a designation of a primary email address and may obtain a form to do so from the Clerk of Court.

Page 7 | PRO SE LITIGANTS

Courtesy Copy Requirements

A copy of every expert-related motion or objection must be delivered to the court when it is filed and served.

A copy of all such motions or objections shall be delivered to the Court at the same time as filing and service.

Civil cases

Page 4 | 8. EXPERT ISSUES

A copy of each case-specific motion in limine must be delivered to the court when it is filed and served.

A copy of all such motions shall be delivered to the Court at the same time that they are filed and served.

Civil cases

Page 4 | 9. MOTIONS IN LIMINE

To present testimony by Zoom or other communication technology at an evidentiary hearing, counsel must file a written motion, email a courtesy copy showing good cause, and email a proposed consent order to the Court.

Should counsel desire to participate in an evidentiary hearing and present testimony through Zoom or other communication technology, regardless of the duration of the hearing, counsel must seek leave of Court by filing a written motion setting forth good cause to grant the motion pursuant to Rule 2.530(b)(2), Fla. R Gen. Prac. & Jud. Admin. and providing a courtesy copy of the Motion and a proposed Consent Order to the Court via electronic mail.

Page 2 | SETTING HEARINGS

To appear by telephone or Zoom at a non-evidentiary hearing lasting more than 30 minutes, counsel must file a written motion, email a courtesy copy showing good cause, and email a proposed consent order to the Court.

Should counsel desire to attend a non-evidentiary hearing scheduled for more than thirty (30) minutes via telephone or Zoom, counsel must seek leave of Court by filing a written Motion and providing a courtesy copy of the Motion setting forth good cause to grant the Motion pursuant to Rule 2.530, Fla. R Gen. Prac. &. Jud. Admin. and proposed consent Order to the Court via electronic mail.

Page 2 | SETTING HEARINGS

When a case settles or is voluntarily dismissed, the Judicial Assistant must receive an emailed courtesy copy of the e-filed notice immediately.

If a case settles or is voluntarily dismissed, please provide the Court’s Judicial Assistant with a courtesy copy of an e-filed Notice of Settlement or Dismissal immediately by email to allow the Court to free up hearing/trial time for other cases.

Page 5 | SETTLEMENT OR DISMISSAL OF CASES

A courtesy copy of the motion, joint stipulation, or related material underlying the proposed order must be provided.

A courtesy copy of the motion, joint stipulation, etc. related to the proposed Order must be provided.

Page 6 | PROPOSED AGREED OR CONSENT ORDERS, OR ORDERS ON MOTIONS NOT OBJECTED TO, WITHOUT A HEARING

Any courtesy copy of the motion must be appended to the PDF cover letter, producing one combined PDF document.

If you would like to submit a courtesy copy of your motion, it must be submitted as an additional page(s) to the PDF cover letter resulting in one single PDF document.

Page 6 | PROBATE, MENTAL HEALTH AND GUARDIANSHIP ORDERS

Filing Bundling Requirements

The parties may attach the plaintiff’s and defendant’s trial witness lists to the joint pre-trial stipulation as exhibits.

- Witness Lists can be attached as exhibits.

Civil cases

Page 1 | V. Trial Witness List

Pre-Motion Conference Requirements

Except for the listed motion types, counsel must meet and confer before a hearing on a motion in Circuit Civil Division B can be scheduled.

A mandatory meet and confer process is hereby established as set forth below, for all motions to be set for hearing in Circuit Civil Division B and to occur before scheduling the hearing except for the following motions: injunctive relief without notice; judgment on the pleadings; default, default final judgment, default summary judgment; summary judgment; or to permit maintenance of a class action.

Page 3 | Meet and Confer Requirement Prior to Scheduling a Hearing on the Motion

A qualifying conference requires a substantive, good-faith conversation in person, by telephone, or through communication technology; exchanging ultimatums by fax, email, or letter does not constitute conferral.

The term “confer” requires a substantive conversation in person, by telephone, or by communication technology in a good faith effort to resolve the motion without the need to schedule a hearing and does not envision an exchange of ultimatums by fax, email or letter. Counsel who merely attempt to confer have not conferred for purposes of this Order.

Page 3 | Meet and Confer Requirement Prior to Scheduling a Hearing on the Motion

Counsel with settlement authority must confer before scheduling a motion hearing and include a certificate of conferral with the notice of hearing; counsel scheduling the hearing is responsible for arranging the conference.

Counsel with full authority to resolve the matter shall confer before scheduling the hearing on the motion to attempt to resolve or otherwise narrow the issues raised in the motion and include a Certificate of Conferral Prior to Scheduling Motion for Hearing that the conference has occurred with the Notice of Hearing filed with the court. It shall be the responsibility of counsel who schedules the hearing to arrange the conference.

Page 3 | Meet and Confer Requirement Prior to Scheduling a Hearing on the Motion

After three unsuccessful good-faith contact attempts, the noticing counsel must list the dates and times of those attempts in the certificate of conferral.

If ===== PAGE 4 ===== counsel who notices the hearing is unable to reach opposing counsel to conduct the conference after three (3) good faith attempts, counsel who notices the hearing must identify in the Certificate of Conferral Prior to Scheduling the Motion for Hearing the dates and times of the efforts made to contact opposing counsel.

Page 4 | Meet and Confer Requirement Prior to Scheduling a Hearing on the Motion

Failure to make a good-faith effort may lead to cancellation of the hearing, striking or denial of the motion, sanctions, or denial of requested sanctions, although the court may waive the requirement in appropriate circumstances.

Failure to make a good-faith effort to resolve the issues raised in the motion before scheduling a hearing on the motion may, in the Court’s discretion, result in the hearing being canceled, the motion stricken from the Court’s calendar or denied, the imposition of sanctions, and/or the denial of any monetary or non-monetary sanctions requested by movant in the motion. The Court may waive this good-faith effort requirement under appropriate circumstances.

Page 4 | Meet and Confer Requirement Prior to Scheduling a Hearing on the Motion

A calendared motion-to-compel hearing may not be canceled without the judge's consent.

When a hearing on a motion to compel has been placed on a judge's calendar, the hearing may not be cancelled without the judge’s consent.

Civil cases

Page 1 | RE: FLORIDA RULE CIVIL PROCEDURE 1.380 — FAILURE TO MAKE DISCOVERY; SANCTIONS

Before filing a Rule 1.380 motion to compel or a motion for a protective order under Rule 1.280(c), moving counsel must confer with opposing counsel in a good-faith effort to resolve the raised issues.

Before filing a motion to compel pursuant to Rule 1.380, Florida Rules of Civil Procedure, or a motion for a protective order, as provided in Rule l.280(c), Rules of Civil Procedure, counsel for the moving party shall confer with counsel for opposing party in a good-faith effort to resolve by agreement the issues raised

Civil cases

Page 1 | RE: FLORIDA RULE CIVIL PROCEDURE 1.380 — FAILURE TO MAKE DISCOVERY; SANCTIONS

If counsel cannot agree on an examination date within 20 days of the request, the Court will select the date upon a written motion.

If the attorneys can not agree on a mutually convenient date for the examination to occur within 20 days of the request, the Court, upon written motion, will pick the date without consultation with counsels' calendars.

Civil cases

Page 2 | The Examination

Counsel must promptly respond when opposing counsel who noticed the hearing attempts to schedule the conference.

Counsel must respond promptly to inquiries and communications from opposing counsel who notices the hearing and is attempting to schedule the conference.

Page 3 | Meet and Confer Requirement Prior to Scheduling a Hearing on the Motion

Counsel who noticed the hearing must ensure that the Court and judicial assistant are informed of any issue narrowing or resolution resulting from the conference.

Counsel who notices the hearing shall ensure that the Court and the Court’s Judicial Assistant are aware of any narrowing of the issues or other resolution as a result of the conference.

Page 4 | Meet and Confer Requirement Prior to Scheduling a Hearing on the Motion

Chambers Communication Rules

A hearing request must be emailed to the Judicial Assistant, copied to opposing counsel’s assistants or the pro se parties, and include the case number, motions, docket numbers, and requested hearing duration.

The party requesting the hearing shall email the Court’s Judicial Assistant and copy the assistant(s) for opposing counsel, or the pro se parties, and must provide the case number, the motion(s) to be set for hearing, corresponding docket number(s), and how much time is being requested.

Page 2 | SETTING HEARINGS

All hearing scheduling must be conducted by email at brewerm@clayclerk.com.

All scheduling is conducted by email (brewerm@clayclerk.com).

Page 2 | SETTING HEARINGS

A hearing is not cancelled merely by filing a notice; cancellation must be confirmed by the Court, and the Judicial Assistant should be contacted again if confirmation is not received.

DO NOT assume the hearing is automatically removed from the Court’s calendar. If you do not receive an email confirming the cancellation, please try contacting the Judicial Assistant again. A Notice of Cancellation that has been e- filed with the Clerk is not sufficient notice of a cancellation. Cancellation of a hearing MUST be confirmed with and by the Court.

Page 5 | CANCELLATION OF HEARING

Parties may request excusal from the case management conference by emailing the Judicial Assistant a completed Division F Trial Set Memorandum and accepting the projected trial date.

If the parties agree that the CMC is not necessary, they may request to be excused by emailing the Court’s Judicial Assistant a completed Division F Trial Set Memorandum and accepting the projected trial date.

Page 1 | CASE MANAGEMENT ORDERS

A hearing cancellation may be communicated by email to the Judicial Assistant with opposing counsel copied.

When cancelling a hearing, you may email the Judicial Assistant and copy opposing counsel notifying the Judicial Assistant of the cancellation.

Page 5 | CANCELLATION OF HEARING

Counsel must notify the Court of pending hearings that will be cancelled because of a settlement.

Counsel shall also notify the Court of any pending hearings that will be canceled as a result of the settlement.

Page 5 | SETTLEMENT OR DISMISSAL OF CASES

The court will not engage in or accept ex parte personal communications or correspondence regarding a case.

The Court WILL NOT engage in nor accept any ex-parte personal communications or correspondence on a case.

Page 7 | EX PARTE PERSONAL COMMUNICATIONS/CORRESPONDENCE

The court will not communicate with parties outside a hearing and will not consider ex parte communications.

The Court is not permitted to communicate with parties outside of a hearing. The Court is unable to consider ex parte communication.

Page 7 | PRO SE LITIGANTS

A person needing a disability accommodation must contact the ADA Coordinator by phone or email at least seven days before the court appearance, or immediately if less than seven days remain.

Please contact the ADA Coordinator at (904)255-1695 or crtintrp@coj.net at least seven (7) days before your scheduled court appearance, or immediately upon receiving this notification if the time before the scheduled appearance is less than seven (7) days.

Civil cases

Page 6 | ADA notice

Court-wide rules

Applies court-wide

These 62 rules apply across Fourth Judicial Circuit of Florida, Clay, Duval and Nassau Counties. Where this judge's own standing orders above address the same topic, the judge's requirement controls.

Filing Requirements

All 30
  • Applies to
    Motion to set for hearing

    A motion to set a hearing is required when the requested hearing will exceed one hour.

  • Applies to
    Notice of hearing

    The notice of hearing must satisfy Rule 2.530(b), including identifying the communication technology and providing access directions.

  • Applies to
    Remote hearing request

    A motion is required for remote non-evidentiary hearings over 30 minutes, evidentiary hearings, trials, and requests to present testimony through communication technology.

Filing Timing

All 13
  • Counsel may not file a notice of hearing until the court confirms the hearing by email.

  • Counsel must file a compliant notice of hearing within three days after hearing confirmation, identifying the communication technology and providing access directions.

  • A motion or order to cancel a sale must be received at least three days before the sale date.

Communication

All 7
  • Contact
    Email

    Proposed orders subject to this direction must be emailed directly to the judicial assistant.

  • The court will not consider ex parte communications by telephone, email, or mail.

  • Contact
    Email to chambers

    Emergency motions may be emailed to the judicial assistant for court review.

Service

All 6
  • Service
    Electronic service

    The court cannot use electronic service as the sole method for a party who has not filed a Notice of Designation of Email Address.

  • Service
    Email

    All pro se parties must serve a designation of a primary email address, and may obtain the form from the clerk of court.

  • Applies to
    Papers and pleadings
    Service
    Mail to opposing party

    All further papers and pleadings shall be served by mail to Plaintiff’s designated email address(es) or, if none, to Plaintiff’s mailing address, pursuant to paragraph six above. Service shall be complete upon mailing or emailing.

About Judge James E. Kallaher

Division or court number: B Court level: Circuit Address: Hearing Room 4-077, Judge William A. Wilkes Judicial Complex (Clay County Courthouse), 825 North Orange Avenue, Green Cove Springs, FL 32043 Judicial assistant: Melissa Brewer Email: brewerm@clayclerk.com Phone: (904) 284-6302

Common questions about Judge James E. Kallaher's rules

Are courtesy copies required for Judge James E. Kallaher?

Details: delivery upon filing. A copy of every expert-related motion or objection must be delivered to the court when it is filed and served.

View ruleSource: page 4, section 8. EXPERT ISSUES

Does Judge James E. Kallaher require a pre-motion conference or letter before filing a motion?

Except for the listed motion types, counsel must meet and confer before a hearing on a motion in Circuit Civil Division B can be scheduled.

View ruleSource: page 3, section Meet and Confer Requirement Prior to Scheduling a Hearing on the Motion

What formatting rules apply to filings before Judge James E. Kallaher?

Judge James E. Kallaher's formatting rule includes file format docx and electronically signed. Orders must be electronically signed and submitted in Word format.

View ruleSource: page 6, section PROPOSED ORDERS FOLLOWING A HEARING

What must be included with petition filings before Judge James E. Kallaher?

The petition must be verified and signed by the petitioner.

View ruleSource: page 1, section CHECKLIST FOR PETITION TO DETERMINE HOMESTEAD

What must be included with proposed order filings before Judge James E. Kallaher?

The rule requires proposed order. The proposed order must identify the beneficiaries, describe the real property, determine protected homestead status, and direct surrender of the homestead property.

View ruleSource: page 2, section CHECKLIST FOR PETITION TO DETERMINE HOMESTEAD

How may parties contact Judge James E. Kallaher's chambers?

The rule lists email brewerm@clayclerk.com. All hearing scheduling must be conducted by email at brewerm@clayclerk.com.

View ruleSource: page 2, section SETTING HEARINGS

Does Judge James E. Kallaher require motion papers to be bundled?

The parties may attach the plaintiff’s and defendant’s trial witness lists to the joint pre-trial stipulation as exhibits.

View ruleSource: page 1, section V. Trial Witness List

Is electronic filing required before Judge James E. Kallaher?

Yes. Electronic filing is required for the covered filings. The petition checklist must be completed and filed electronically with the petition.

View ruleSource: page 1, section CHECKLIST FOR PETITION TO DETERMINE HOMESTEAD

What filing deadlines does Judge James E. Kallaher set?

Plaintiff must file and serve a notice of retained expert witnesses no later than 120 days before the pre-trial conference.

View ruleSource: page 3, section 6. RETAINED AND NON-RETAINED EXPERTS

What service or proof of service rules apply before Judge James E. Kallaher?

For each homestead beneficiary, either file a consent to the petition or serve formal notice and file a certificate demonstrating proper service.

View ruleSource: page 2, section CHECKLIST FOR PETITION TO DETERMINE HOMESTEAD
Complete rules summary for Judge James E. Kallaher

For each homestead beneficiary, either file a consent to the petition or serve formal notice and file a certificate demonstrating proper service.

The petition checklist must be completed and filed electronically with the petition.

The petition must be verified and signed by the petitioner.

Formal notice of the petition must be served on all outstanding creditors, if any.

The proposed order must identify the beneficiaries, describe the real property, determine protected homestead status, and direct surrender of the homestead property.

The proposed order's signature page must contain at least four lines of text and the case number.

When notice to creditors is required, the publication period must have expired and proof of notice to AHCA must be filed.

The applicable certification clause must be reviewed and signed before submitting the checklist with the petition.

For a represented petitioner, only counsel completes the applicable certification clause; for a pro se petitioner, the petitioner completes it.

Court staff will not review the petition until the necessary information has been accepted into the OLS and/or e-filing system.

If information cannot be submitted, the petitioner or attorney must certify that a diligent search and reasonable effort were made and state the reasons the information could not be submitted.

The petitioner must sign and date the document.

The undersigned Petitioner☐ (print name)__________________________/Attorney ☐ (print name)_____________________________certifies that he/she has reviewed the information necessary to support the Petition to Determine Homestead. The Petitioner ☐/Attorney ☐ further certifies that all the required information was previously filed or filed concurrently with the Petition.

Certification B must acknowledge that a hearing may be required concerning the deficiency.

Attorney’s signature:______________________________ Signed on_________________________, 20____

Certification B must include the petitioner or attorney’s printed name and certification that the information necessary to support the Petition to Determine Homestead has been reviewed.

The petition must include the decedent's date of death and a legal description of the property, not merely a street address.

The Joint Pre-Trial Stipulation must identify any proposed pleading amendments.

Within 30 days after service of the defendants' expert disclosure, Plaintiff may file and serve notice of retained rebuttal experts using the same required information.

The parties must prepare and sign the Joint Pre-Trial Stipulation, file it at the Pre-Trial Conference, and include all eight categories of specified trial-preparation information.

The Joint Pre-Trial Stipulation must concisely state the nature of the action and all claims to be tried for the Court to read to the jury.

The Joint Pre-Trial Stipulation must concisely identify admitted facts that will not require proof at trial.

The Joint Pre-Trial Stipulation must list all undisposed matters to be heard before trial.

exhibit list including the specific objections to any exhibit. The suggested Trial Exhibit table can be found at the Court’s webpage;

All trial exhibits must be shown to opposing counsel at the Attorney Conference.

Plaintiff must file and serve a notice of retained expert witnesses no later than 120 days before the pre-trial conference.

Plaintiff's retained-expert notice must state each expert's identity and address, expertise, expected testimony, facts and opinions, and the grounds supporting each opinion.

Each defendant must file and serve a notice of its trial expert witnesses no later than 90 days before the pre-trial conference.

Treating physicians and non-retained experts who will testify must be included in the disclosure and described with the same information required for retained experts.

Expert-related motions and objections must be filed and served at least 60 days before trial begins.

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