’WPC× ›Ž~æ\b6,”–Äļ‹pŌČÕ^D‚³ĢB'i³ā³–|˜?#Q“9ŗ6'"Ę9qŌNų¶6¤F;“ł}łS0“ Væv4nSÅėśĆķ²žWÕ’F¦¦`Ņ+ccģj{mĀŃų„3ājT#/’¦ŖBé$“J¹ āˆ­øø…ÖŸdG,é«}`y|"?_Z?9€FĄŚ—M Ż¾°©ž ż-N/ŖŒ9?<-żŹĆG9Ó¦ \Ōų;w Ś!w=„¾ä7g„ŒYš¶ ž“—v )«M«É{e›ė[Ź4Ņ”Uņ hiš-½•ÉĆśš°ž >įŚÖ"±ßē†žčoįC2błø– Ķ˜†³c°łĄoĢļų’” oÅć«Jčņ «cķF9:–3SĻI`Ć~½„—1č¢·Ć‹Żp“$tÖ„NƂuŃŪbG_Ź™³¼°ēG ¢¬ńS·(«tŗGåw)ž„mŽ™y‹ŗuo:ß“Ž”ńgwe朜÷g³]÷3LŅĢ°/:E·÷‚QĮ³„æ|ūÖŻq›“‰øø— eŃLōāæØņ-PH'XµHæ,`Æ8\VwģÖ«,F‘\åkļÜ÷5Q2#Į&UNē %5 0:;^ uw4…™Ø mŖNĮUFĆ 1u  72~ 0c°UFbYa 0VyĻ˜HP LaserJet 4000 Series PCL$,,,,$0(ÖĆ9 Z‹6Times New Roman RegularX(üœ$””ŌUSUS.,Ōł˜Ó,ā rVĆ,ź:i¢×+003|xk’U‹’ĄĄĄ<4šŪ 9Z+.Courier New Regular3#37=CIQYag­­1.a.i.(1)(a)(i)1)a) i)(;3£$““Ō2#ŌŚ  Ś0Ś  Ś.Ō3  Ōą0  ą<4šŪ 9Z+‹.Courier New Regular- ł- Ń°°Ń(.3½Ž$©©Ż ƒüœ!ŻŌUSUS.,ŌŻ  Ż Ż ƒüœ!ŻŌUSUS.,ŌŻ  ŻŌ_ŌŃX°ŃŌ€X09XXXŌŃ€ŃŃ8€ņŌXXdģdČ8ŃŃ  ŃŃ€‡•Ńą@| | ģąCOURT€OF€APPEALS€STANDING€COMMITTEE€ˆŠ ° Šą@ō ō ģąņņON€RULES€ą@@ģąOF€PRACTICE€AND€PROCEDUREóóˆŠ †Ö ŠĢĢÓÓą  ąMinutes€of€a€meeting€of€the€Rules€Committee€held€at€theŠ X ŠSheraton€International€Hotel€„„€Ō_ŌBWIŌ_Ō€Airport,€7032€Elm€Road,Š “  ŠBaltimore,€Maryland,€on€April€12,€2002.Š ` ° ŠÓÓĢą  ąMembers€present:Š ā 2  ŠĢHon.€Joseph€F.€Murphy,€Jr.Š ŽŽ  ŠLinda€M.€Ō_ŌSchuettŌ_Ō,€Esq.Š d“  ŠĢLowell€R.€Bowen,€Esq.ą0 h ąą0Ąh(#h(#ąą0Ą(#Ą(#ąHon.€John€F.€Ō_ŌMcAuliffeŌ_ŌŠ` (#(# ŠAlbert€D.€Ō_ŌBraultŌ_Ō,€Esq.ą0 h ąą0Ąh(#h(#ąą0Ą(#Ą(#ąHon.€William€D.€MissouriŠę6(#(# ŠHon.€Ellen€M.€Hellerą0 h ąą0Ąh(#h(#ąą0Ą(#Ą(#ąHon.€John€L.€Norton,€IIIŠ¼ (#(# ŠŌ_ŌBayardŌ_Ō€Z.€Ō_ŌHochbergŌ_Ō,€Esq.ą0 h ąą0Ąh(#h(#ąą0Ą(#Ą(#ąAnne€C.€Ō_ŌOgletreeŌ_Ō,€Esq.Š’ā(#(# ŠHon.€G.€R.€Ō_ŌHoveyŌ_Ō€Johnsoną0 h ąą0Ąh(#h(#ąą0Ą(#Ą(#ąDebbie€L.€Potter,€Esq.Šhø(#(# ŠHon.€Joseph€H.€H.€Kaplaną0 h ąą0Ąh(#h(#ąą0Ą(#Ą(#ąLarry€W.€Ō_ŌShipleyŌ_Ō,€ClerkŠ>Ž(#(# ŠRobert€D.€Klein,€Esq.ą0 h ąą0Ąh(#h(#ąą0Ą(#Ą(#ąMelvin€J.€Sykes,€Esq.Šd(#(# ŠJoyce€H.€Knox,€Esq.ą0  ąą0h(#(#ąą0Ąh(#h(#ąą0Ą(#Ą(#ąRoger€W.€Titus,€Esq.Šź:(#(# ŠTimothy€F.€Ō_ŌMaloneyŌ_Ō,€Esq.ą0 h ąą0Ąh(#h(#ąą0Ą(#Ą(#ąRobert€A.€Ō_ŌZarnochŌ_Ō,€Esq.ŠĄ(#(# ŠĢĢą  ąIn€attendance:Š B’ ŠĢSandra€F.€Haines,€Esq.,€ReporterŠ ī> ŠŌ_ŌSherieŌ_Ō€B.€Libber,€Esq.,€Assistant€ReporterŠ Ä ŠĢĢą  ąThe€Chair€convened€the€meeting.Š F –! ŠĢĢAgenda€Item€1.€€Reconsideration€of€proposed€amendments€to€certainŠ Č"$ Š€€rules€in€Title€4,€Criminal€Causes:€Rule€4„243€(PleaŠ ž#ī% Š€€Agreements),€Rule€4„342€(Sentencing€š!š€Procedure€in€Non„CapitalŠ t$Ä& Š€€Cases),€and€Rule€4„343€(Sentencing€š!š€Procedure€in€CapitalŠ J%š ' Š€€Cases)Š  &p!( Š_________________________________________________________________Š ö&F") ŠĢÓÓą  ąJudge€Johnson€presented€Rule€4„243,€Plea€Agreements,€for€theŠ ¢(ņ#+ ŠCommitteeššs€consideration.€€€Š N*ž%- ŠĢĢŠ R/¢*3 Š‡Ņ` °ŅŅ` °ŅÓÓą@˜ ˜ ģąMARYLAND€RULES€OF€PROCEDUREˆŠ ° ŠĢą@ģąTITLE€4€„€CRIMINAL€CAUSESˆŠ \¬ ŠĢą@0 0 ģąCHAPTER€200€„€PRETRIAL€PROCEDURESˆŠ X ŠĢĢą ø ąAMEND€Rule€4„243€to€add€certainŠ Š Ś Šprovisions€concerning€notice€to€victims€andŠ ` ° Švictimsšš€representatives,€as€follows:Š 6 †  ŠĢĢRule€4„243.€€PLEA€AGREEMENTSŠ ø  ŠĢĢ€€(a)€€Conditions€for€AgreementŠ :Š  ŠĢ€€€€ū’’dū(1)€€Termsü’’düŠ ę6 ŠĢą ø ą€€€€The€defendant€may€enter€into€anŠ ’ā Šagreement€with€the€State's€Attorney€for€aŠ hø Šplea€of€guilty€or€nolo€contendere€on€anyŠ >Ž Šproper€condition,€including€one€or€more€ofŠ d Šthe€following:€€Š ź: ŠĢ€€€€ņ ņ(1)ó ó€ū’’dū(A)ü’’dü€That€the€State's€Attorney€willŠ –ę Šamend€the€charging€document€to€charge€aŠ l¼ Šspecified€offense€or€add€a€specified€offense,Š B’ Šor€will€file€a€new€charging€document;€€Š h ŠĢ€€€€ņ ņ(2)ó ó€ū’’dū(B)ü’’dü€That€the€State's€Attorney€willŠ Ä Šenter€a€nolle€prosequi€pursuant€to€Rule€4-247Š šź Š(a)€or€move€to€mark€certain€charges€againstŠ pĄ  Šthe€defendant€stet€on€the€docket€pursuant€toŠ F –! ŠRule€4-248€(a);€€Š !l" ŠĢ€€€€ņ ņ(3)ó ó€ū’’dū(C)ü’’dü€That€the€State's€Attorney€willŠ Č"$ Šagree€to€the€entry€of€a€judgment€of€acquittalŠ ž#ī% Šon€certain€charges€pending€against€theŠ t$Ä& Šdefendant;€€Š J%š ' ŠĢ€€€€ņ ņ(4)ó ó€ū’’dū(D)ü’’dü€That€the€State€will€not€chargeŠ ö&F") Šthe€defendant€with€the€commission€of€certainŠ Ģ'#* Šother€offenses;€€Š ¢(ņ#+ ŠĢ€€€€ņ ņ(5)ó ó€ū’’dū(E)ü’’dü€That€the€State's€Attorney€willŠ N*ž%- Šrecommend,€not€oppose,€or€make€no€comment€toŠ $+t&. Šthe€court€with€respect€to€a€particularŠ ś+J'/ Šsentence,€disposition,€or€other€judicialŠ Š, (0 Šaction;€€Š ¦-ö(1 ŠŠ |.Ģ)2 ŠŃ‡•Ńā āŃ°°Ńā āŃ  р€€€ņ ņ(6)ó ó€ū’’dū(F)ü’’dü€That€the€parties€will€submit€aŠ ° Šplea€agreement€proposing€a€particularŠ †Ö Šsentence,€disposition,€or€other€judicialŠ \¬ Šaction€to€a€judge€for€consideration€pursuantŠ 2‚ Što€section€(c)€of€this€Rule.€Š X ŠĢ€€€€ū’’dū(2)€€Notice€to€Victimsü’’dü€Š “  ŠĢą ø ą€€€€ū’’dūThe€Stateššs€Attorney€shall€giveŠ ` ° Šprior€notice,€if€practicable,š€of€the€terms€ofŠ 6 †  Šthe€plea€agreement€to€each€victim€or€victimššsŠ  \  Šrepresentative€who€has€filed€a€Crime€VictimŠ ā 2  ŠNotification€Request€form€or€who€hasŠ ø  Šsubmitted€a€request€to€the€Stateššs€AttorneyŠ ŽŽ  Špursuant€to€Code,€Criminal€Procedure€Article,Š d“  Ššš11„104.ü’’düŠ :Š  ŠĢ€€(b)€€Recommendations€of€State's€Attorney€onŠ ę6 ŠSentencingŠ ¼  ŠĢą ø ą€€The€recommendation€of€the€State'sŠ hø ŠAttorney€with€respect€to€a€particularŠ >Ž Šsentence,€disposition,€or€other€judicialŠ d Šaction€made€pursuant€to€subsection€ņ ņ(a)(5)ó óŠ ź: Šū’’dū(a)(1)(E)ü’’dü€of€this€Rule€is€not€binding€on€theŠ Ą Šcourt.€€The€court€shall€advise€the€defendantŠ –ę Šat€or€before€the€time€the€State's€AttorneyŠ l¼ Šmakes€a€recommendation€that€the€court€is€notŠ B’ Šbound€by€the€recommendation,€that€it€mayŠ h Šimpose€the€maximum€penalties€provided€by€lawŠ ī> Šfor€the€offense€to€which€the€defendant€pleadsŠ Ä Šguilty,€and€that€imposition€of€a€penalty€moreŠ šź Šsevere€than€the€one€recommended€by€theŠ pĄ  ŠState's€Attorney€will€not€be€grounds€forŠ F –! Šwithdrawal€of€the€plea.€€Š !l" ŠĢ€€(c)€€Agreements€of€Sentence,€Disposition,Š Č"$ Šor€Other€Judicial€ActionŠ ž#ī% ŠĢ€€€€(1)€€Presentation€to€the€CourtŠ J%š ' ŠĢą ø ą€€€€If€a€plea€agreement€has€been€reachedŠ ö&F") Špursuant€to€subsection€ņ ņ(a)(6)ó ó€ū’’dū(a)(1)(F)ü’’dü€ofŠ Ģ'#* Šthis€Rule€for€a€plea€of€guilty€or€noloŠ ¢(ņ#+ Šcontendere€which€contemplates€a€particularŠ x)Č$, Šsentence,€disposition,€or€other€€judicialŠ N*ž%- Šaction,€the€defense€counsel€and€the€State'sŠ $+t&. ŠAttorney€shall€advise€the€judge€of€the€termsŠ ś+J'/ Šof€the€agreement€when€the€defendant€pleads.€Š Š, (0 ŠThe€judge€may€then€accept€or€reject€the€pleaŠ ¦-ö(1 Šand,€if€accepted,€may€approve€the€agreementŠ |.Ģ)2 Šor€defer€decision€as€to€its€approval€orŠ ° Šrejection€until€after€such€pre-sentenceŠ †Ö Šproceedings€and€investigation€as€the€judgeŠ \¬ Šdirects.€€Š 2‚ ŠĢ€€€€(2)€€Not€Binding€on€the€CourtŠ Ž. ŠĢą ø ą€€€€The€agreement€of€the€State'sŠ Š Ś ŠAttorney€relating€to€a€particular€sentence,Š ` ° Šdisposition,€or€other€judicial€action€is€notŠ 6 †  Šbinding€on€the€court€unless€the€judge€to€whomŠ  \  Šthe€agreement€is€presented€approves€it.€€Š ā 2  ŠĢ€€€€(3)€€Approval€of€Plea€AgreementŠ ŽŽ  ŠĢą ø ą€€€€If€the€plea€agreement€is€approved,Š :Š  Šthe€judge€shall€embody€in€the€judgment€theŠ `  Šagreed€sentence,€disposition,€or€otherŠ ę6 Šjudicial€action€encompassed€in€the€agreementŠ ¼  Šor,€with€the€consent€of€the€parties,€aŠ ’ā Šdisposition€more€favorable€to€the€defendantŠ hø Šthan€that€provided€for€in€the€agreement.€€ū’’dūŠ >Ž ŠThe€court€shall€determine€whether€theŠ d Šrequirements€of€Code,€Criminal€ProcedureŠ ź: ŠArticle,€šš11„104€(e)€have€been€satisfied.ü’’dü€Š Ą ŠĢCommittee€note:€€As€to€whether€sentenceŠ l¼ Šimposed€pursuant€to€an€approved€pleaŠ B’ Šagreement€may€be€modified€on€post€sentenceŠ h Šreview,€see€ņņŌ_ŌChertkovŌ_Ō€v.€Stateóó,€335€Md.€161Š ī> Š(1994).Š Ź ŠĢ€€€€(4)€€Rejection€of€Plea€AgreementŠ vĘ  ŠĢą ø ą€€€€If€the€plea€agreement€is€rejected,Š "!r" Šthe€judge€shall€inform€the€parties€of€thisŠ ų!H# Šfact€and€advise€the€defendant€(A)€that€theŠ Ī"$ Šcourt€is€not€bound€by€the€plea€agreement;€(B)Š ¤#ō% Šthat€the€defendant€may€withdraw€the€plea;€andŠ z$Ź& Š(C)€that€if€the€defendant€persists€in€theŠ P%  ' Šplea€of€guilty€or€nolo€contendere,€theŠ &&v!( Šsentence€or€other€disposition€of€the€actionŠ ü&L") Šmay€be€less€favorable€than€the€pleaŠ Ņ'"#* Šagreement.€€If€the€defendant€persists€in€theŠ Ø(ų#+ Šplea,€the€court€may€accept€the€plea€of€guiltyŠ ~)Ī$, Šonly€pursuant€to€Rule€4-242€(c)€and€the€pleaŠ T*¤%- Šof€nolo€contendere€only€pursuant€to€RuleŠ *+z&. Š4-242€(d).€€Š ,P'/ ŠĢ€€€€(5)€€Withdrawal€of€PleaŠ ¬-ü(1 ŠŠ ‚.Ņ)2 Šą ø ą€€€€If€the€defendant€withdraws€the€pleaŠ ° Šand€pleads€not€guilty,€then€upon€theŠ †Ö Šobjection€of€the€defendant€or€the€State€madeŠ \¬ Šat€that€time,€the€judge€to€whom€the€agreementŠ 2‚ Šwas€presented€may€not€preside€at€a€subsequentŠ X Šcourt€trial€of€the€defendant€on€any€chargesŠ Ž. Šinvolved€in€the€rejected€plea€agreement.€€Š “  ŠĢ€€(d)€€Record€of€ProceedingsŠ ` ° ŠĢą ø ą€€All€proceedings€pursuant€to€this€Rule,Š  \  Šincluding€the€defendant's€pleading,€advice€byŠ ā 2  Šthe€court,€and€inquiry€into€the€voluntarinessŠ ø  Šof€the€plea€or€a€plea€agreement€shall€be€onŠ ŽŽ  Šthe€record.€€If€the€parties€stipulate€to€theŠ d“  Šcourt€that€disclosure€of€the€plea€agreementŠ :Š  Šor€any€of€its€terms€would€cause€a€substantialŠ `  Šrisk€to€any€person€of€physical€harm,Š ę6 Šintimidation,€bribery,€economic€reprisal,€orŠ ¼  Šunnecessary€annoyance€or€embarrassment,€theŠ ’ā Šcourt€may€order€that€the€record€be€sealedŠ hø Šsubject€to€terms€it€deems€appropriate.Š >Ž ŠņņóóĢSource:€€This€Rule€is€derived€from€formerŠ ź: ŠRule€733€and€Ō_ŌM.D.R.Ō_Ō€733.Š Ą ŠĢĢŅ°` ŅŅ°` Ņą  ąRule€4„243€was€accompanied€by€the€following€Reporterššs€Note.ņņóóŠ B’ ŠĢŅ` °ŅŅ` °Ņą ø ąIn€response€to€a€request€made€by€theŠ ī> ŠStephanie€Roper€Committee,€Inc.,€the€RulesŠ Ä ŠCommittee€recommends€the€addition€of€newŠ šź Šsubsection€(a)(2),€Notice€to€Victims,€to€RuleŠ pĄ  Š4„243.€€Š F –! ŠĢą ø ąThe€Committee€also€recommends€that€a€newŠ ņ!B# Šsentence€be€added€to€subsection€(c)(3)€of€theŠ Č"$ ŠRule€to€require€the€judge€who€approves€a€pleaŠ ž#ī% Šagreement€to€make€a€determination€as€toŠ t$Ä& Šwhether€the€requirements€of€Code,€CriminalŠ J%š ' ŠProcedure€Article,€šš11„104€(e)€have€beenŠ  &p!( Šsatisfied.€€The€Committee€rejected€a€proposalŠ ö&F") Šthat€would€have€required€a€postponement€ifŠ Ģ'#* Šthe€victim€had€not€been€notified€of€the€pleaŠ ¢(ņ#+ Šagreement.€€The€Committee€was€concerned€thatŠ x)Č$, Šif,€for€example,€a€plea€agreement€is€reachedŠ N*ž%- Šat€a€š šmotions€hearingšš€which€the€victim€didŠ $+t&. Šnot€attend,€unnecessary€delay€would€occur€ifŠ ś+J'/ Ša€postponement€is€required.€€During€theŠ Š, (0 Šdelay,€the€defendant€could€change€his€or€herŠ ¦-ö(1 Šmind,€the€case€would€not€have€progressedŠ |.Ģ)2 Šbeyond€the€š šmotions€hearingšš€stage,€and€anŠ ° Šappropriate€plea€agreement€resolving€the€caseŠ †Ö Šmay€have€become€impossible€to€reach.€€Š \¬ ŠĢą ø ąThe€Committee€believes€that€its€proposedŠ X Šadditions€to€the€Rule€will€emphasize€theŠ Ž. Šimportance€of€victim€notification€andŠ “  Šencourage€compliance€with€the€notificationŠ Š Ś Šrequirements€of€Code,€Criminal€ProcedureŠ ` ° ŠArticle,€šš11„104€(e).Š 6 †  ŠĢĢŅ°` ŅŅ°` ŅÓÓą  ąJudge€Johnson€explained€that€the€Stephanie€Roper€Committee,Š ø  ŠInc.€had€requested€the€addition€of€subsection€(a)(2)€to€Rule€4„Š d“  Š243.€€The€new€language€provides€for€notice€to€victims€or€victimsššŠ `  Šrepresentatives€of€the€terms€of€any€plea€agreement€involving€theŠ ¼  Šdefendant.€€The€Roper€Committee€also€requested€the€change€toŠ hø Šsubsection€(c)(3),€which€requires€the€judge€who€approves€a€pleaŠ d Šagreement€to€make€a€determination€as€to€whether€the€requirementsŠ Ą Šof€Code,€Criminal€Procedure€Article,€šš11„104€(e)€have€beenŠ l¼ Šsatisfied.Š h Šą  ąThe€Vice€Chair€commented€that€she€is€not€certain€as€toŠ Ä Šwhether€subsection€(a)(2)€necessitates€a€postponement€for€failureŠ pĄ  Što€comply€with€the€requirements€of€Code,€Criminal€ProcedureŠ !l" ŠArticle,€šš11„104€(e).€€No€sanction€is€stated€in€the€Rule€forŠ Č"$ Šfailure€to€comply.€€The€possibility€of€a€postponement€is€leftŠ t$Ä& Šopen.€€The€court€can€look€to€section€(a)€of€Rule€1„201,€Rules€ofŠ  &p!( ŠConstruction,€the€last€sentence€of€which€reads,Š Ģ'#* ŠŅ` °ŅŅ` °ŅÓÓą ø ąIf€no€consequences€are€prescribed,€theŠ x)Č$, Šcourt€may€compel€compliance€with€the€rule€orŠ N*ž%- Šmay€determine€the€consequences€of€theŠ $+t&. Šnoncompliance€in€light€of€the€totality€of€theŠ ś+J'/ Šcircumstances€and€the€purpose€of€the€rule.Š Š, (0 ŠĢŅ°` ŅŅ°` ŅÓÓŠ |.Ģ)2 ŠShould€this€Rule€be€cross€referenced?€€The€Chair€suggested€thatŠ ° Šthe€language€of€subsection€(a)(2)€could€provide€that€the€courtŠ \¬ Šmay€approve€a€plea€agreement€even€if€the€requirements€are€notŠ X Šsatisfied.€€It€would€be€up€to€the€judge€to€decide€what€to€do.€Š “  ŠThe€Vice€Chair€pointed€out€that€the€notice€requirement€isŠ ` ° Šconditioned€upon€notice€being€practicable.€€If€a€plea€agreementŠ  \  Šis€reached€on€the€spot€at€a€hearing,€it€may€not€be€practicable€toŠ ø  Šgive€advance€notice.€€Š d“  Šą  ąJudge€Heller€remarked€that€victims€would€be€given€advanceŠ `  Šnotice€of€the€trial€or€hearing€date,€time,€and€place.€€At€theŠ ¼  Šproceeding,€the€judge€could€inquire€if€the€victim€or€the€victimššsŠ hø Šrepresentative€had€been€told€of€the€plea.€€Mr.€Sykes€added€thatŠ d Šthe€defendant€may€change€to€a€guilty€plea€at€a€motions€hearing€toŠ Ą Šavoid€notice€to€the€victim.€€The€Chair€commented€that€the€victimŠ l¼ Šor€the€victimššs€representative€is€always€notified€of€the€date€ofŠ h Šthe€motions€hearing€but€may€not€know€that€at€the€hearing,€thereŠ Ä Šis€the€possibility€that€the€defendant€could€plead€guilty.€€TheŠ pĄ  Švictim€knows€about€the€hearing,€but€the€prosecutor€has€to€goŠ !l" Šfurther€and€explain€that€at€the€motions€hearing,€there€is€theŠ Č"$ Špossibility€of€the€defendant€pleading€guilty.€€Judges€should€beŠ t$Ä& Šencouraged€to€make€sure€that€victims€receive€notice,€so€theŠ  &p!( Šjudgesšš€hands€are€not€tied.€€€Š Ģ'#* Šą  ąThe€Chair€said€that€his€preference€is€for€an€expressŠ x)Č$, Šstatement€in€the€Rule€to€the€effect€that€a€judge€may€approve€aŠ $+t&. Šplea€agreement€even€if€there€has€not€been€compliance€with€theŠ Š, (0 Šnotice€requirements€of€the€Code.€€Judge€Ō_ŌMcAuliffeŌ_Ō€responded€thatŠ |.Ģ)2 Šthis€is€counter€to€the€legislation.€€The€Rule€has€a€nice€balanceŠ ° Šand€leaves€open€the€question€of€whether€the€judge€could€proceedŠ \¬ Šwithout€compliance€with€the€Code€provision.€€The€Rule€should€notŠ X Šmake€a€blanket€statement€that€the€judge€can€go€forward€withoutŠ “  Šcompliance.€€The€Chair€suggested€that€another€way€to€handle€thisŠ ` ° Šis€to€include€language€to€the€effect€that€if€the€requirements€ofŠ  \  Šthe€Code€have€not€been€satisfied,€the€court€shall€not€approve€ofŠ ø  Ša€plea€agreement,€unless€the€court€finds€that€it€is€notŠ d“  Špracticable€to€comply€with€the€requirements.€€The€Vice€ChairŠ `  Šreiterated€that€the€only€language€that€needs€to€be€added€is€aŠ ¼  Šcross€reference€to€Rule€1„201.€€Š hø Šą  ąMr.€Sykes€commented€that€a€standard€is€needed€for€the€judgeŠ d Što€determine€how€to€proceed.€€Judge€Heller€expressed€the€opinionŠ Ą Šthat€the€Criminal€Subcommittee€was€correct€in€not€includingŠ l¼ Šlanguage€requiring€a€postponement.€€The€burden€is€on€theŠ h Šprosecutorššs€office€to€notify€the€victim,€but€this€is€not€alwaysŠ Ä Šeasy.€€The€victim€may€have€moved€or€does€not€get€the€messages€theŠ pĄ  Šprosecutor€leaves.€€Mr.€Sykes€suggested€that€the€judge€shouldŠ !l" Šstate€on€the€record€why€he€or€she€approves€the€plea€agreementŠ Č"$ Ševen€though€the€victim€is€not€present€and€may€not€have€beenŠ t$Ä& Šnotified.€€Mr.€Brault€asked€if€the€victim€can€object.€€The€ChairŠ  &p!( Šsaid€that€the€victim€may€not€object,€but€may€want€to€be€heard.€Š Ģ'#* ŠJudge€Norton€observed€that€the€judge€will€review€the€claim€of€theŠ x)Č$, ŠStateššs€Attorney€that€notice€to€the€victim€was€impracticable.€€Š $+t&. Šą  ąMr.€Hochberg€commented€that€he€reads€subsection€(b)(3)€toŠ Š, (0 Šmean€that€the€judge€does€not€have€the€discretion€to€go€forwardŠ |.Ģ)2 Šwith€the€proceeding.€€The€Vice€Chair€said€that€she€initially€hadŠ ° Šread€subsection€(b)(3)€that€way,€and€she€reiterated€herŠ \¬ Šsuggestion€that€a€cross€reference€to€Rule€1„201€should€be€addedŠ X Šat€the€end€of€the€subsection.€€Sanctions,€including€postponement,Š “  Šfor€lack€of€compliance€with€the€requirements€of€Code,€CriminalŠ ` ° ŠProcedure€Article,€šš11„104€(e)€may€be€appropriate.€€The€ChairŠ  \  Šsuggested€that€the€new€language€could€be:€š šBefore€approving€aŠ ø  Šplea€agreement,€the€court€shall€determine€whether€theŠ d“  Šrequirements€of€Code,€Criminal€Procedure€Article,€šš11„104€(e)Š `  Šhave€been€satisfied.šš€€The€Vice€Chair€noted€that€an€earlier€draftŠ ¼  Šamendment€to€this€Rule€provided€that€the€court€would€have€toŠ hø Špostpone€the€proceeding€if€the€Code€requirements€had€not€beenŠ d Šsatisfied.€€Š Ą Šą  ąThe€Reporter€pointed€out€that€language€which€was€recentlyŠ l¼ Šadded€to€section€(c)€of€Rule€4„345,€Sentencingš!šRevisory€Power€ofŠ h ŠCourt,€is€clear€that€the€court€cannot€go€forward€under€that€RuleŠ Ä Šunless€the€notice€requirements€have€been€satisfied.€€That€Rule€isŠ pĄ  Šdifferent,€because€the€defendant€is€already€serving€a€sentence,Š !l" Šthe€defendant€is€requesting€a€modification€of€that€sentence,€andŠ Č"$ Šthe€notice€is€clear€as€to€the€purpose€of€the€hearing.€€However,Š t$Ä& Šunder€Rule€4„243,€a€plea€agreement€could€be€reached€at€a€hearingŠ  &p!( Šthat€began€as€a€motions€hearing.€€The€victim€may€have€decidedŠ Ģ'#* Šthat€he€or€she€did€not€wish€to€attend€a€motions€hearing.€€TheŠ x)Č$, ŠStateššs€Attorney€could€attempt€to€give€the€best€notice€possibleŠ $+t&. Šunder€the€circumstances€and€call€the€victim€to€alert€him€or€herŠ Š, (0 Šthat€a€plea€may€be€worked€out.€€Cross€referencing€Rule€1„201€isŠ |.Ģ)2 Šthe€correct€approach.€€€€Š ° Šą  ąThe€Chair€suggested€that€the€new€language€in€subsectionŠ \¬ Š(b)(3)€be€deleted.€€Mr.€Sykes€agreed€with€the€Chair,€pointing€outŠ X Šthat€this€language€is€unclear€as€to€whether€the€judge€has€to€makeŠ “  Ša€finding€before€the€proceeding€can€go€forward.€€The€Vice€ChairŠ ` ° Šinquired€if€this€language€is€in€the€statute,€and€the€ReporterŠ  \  Šreplied€that€it€is€not.Š ø  Šą  ąMr.€Sykes€moved€to€delete€the€new€language€in€subsectionŠ d“  Š(b)(3),€the€motion€was€seconded,€and€it€passed€unanimously.€€TheŠ `  ŠCommittee€approved€the€Rule€as€amended.Š ¼  Šą  ąJudge€Johnson€presented€Rule€4„342,€Sentencing€š!š€ProcedureŠ hø Šin€Non„Capital€Cases,€for€the€Committeeššs€consideration.€€€Š d ŠŅ` °ŅŅ` °ŅÓÓĢą@˜ ˜ ģąMARYLAND€RULES€OF€PROCEDUREˆŠ –ę ŠĢą@ģąTITLE€4€„€CRIMINAL€CAUSESˆŠ B’ ŠĢą@ō ō ģąCHAPTER€300€„€TRIAL€AND€SENTENCINGˆŠ ī> ŠĢĢą ø ąAMEND€Rule€4„342€to€add€a€new€sectionŠ pĄ  Šconcerning€notice€to€victims€and€victimsššŠ F –! Šrepresentatives€and€their€right€to€addressŠ !l" Šthe€court,€as€follows:Š ņ!B# ŠĢĢRule€4-342.€SENTENCING€„„€PROCEDURE€IN€NON„Š t$Ä& ŠCAPITAL€CASESŠ J%š ' ŠĢĢ€€(a)€€ApplicabilityŠ Ģ'#* ŠĢą ø ą€€This€Rule€applies€to€all€cases€exceptŠ x)Č$, Šthose€governed€by€Rule€4-343.€€Š N*ž%- ŠĢ€€(b)€€Statutory€Sentencing€ProcedureŠ ś+J'/ ŠĢą ø ą€€When€a€defendant€has€been€found€guiltyŠ ¦-ö(1 Šof€murder€in€the€first€degree€and€the€StateŠ |.Ģ)2 Šhas€given€timely€notice€of€intention€to€seekŠ ° Ša€sentence€of€imprisonment€for€life€withoutŠ †Ö Šthe€possibility€of€parole,€but€has€not€givenŠ \¬ Šnotice€of€intention€to€seek€the€deathŠ 2‚ Špenalty,€the€court€shall€conduct€a€sentencingŠ X Šproceeding,€separate€from€the€proceeding€atŠ Ž. Šwhich€the€defendant's€guilt€was€adjudicated,Š “  Šas€soon€as€practicable€after€the€trial€toŠ Š Ś Šdetermine€whether€to€impose€a€sentence€ofŠ ` ° Šimprisonment€for€life€or€imprisonment€forŠ 6 †  Šlife€without€parole.€€Š  \  ŠĢCross€reference:€€Code,€Article€27,€šššš412€andŠ ø  Š413.€€Š ŽŽ  ŠĢ€€(c)€€JudgeŠ :Š  ŠĢą ø ą€€If€the€defendant's€guilt€isŠ ę6 Šestablished€after€a€trial€has€commenced,€theŠ ¼  Šjudge€who€presided€shall€sentence€theŠ ’ā Šdefendant.€€If€a€defendant€enters€a€plea€ofŠ hø Šguilty€or€nolo€contendere€before€trial,€anyŠ >Ž Šjudge€may€sentence€the€defendant€except€that,Š d Šthe€judge€who€directed€entry€of€the€pleaŠ ź: Šshall€sentence€the€defendant€if€that€judgeŠ Ą Šhas€received€any€matter,€other€than€aŠ –ę Šstatement€of€the€mere€facts€of€the€offense,Š l¼ Šwhich€would€be€relevant€to€determining€theŠ B’ Šproper€sentence.€€This€section€is€subject€toŠ h Šthe€provisions€of€Rule€4-361.€€Š ī> ŠĢ€€(d)€€Presentence€Disclosures€by€the€State'sŠ šź ŠAttorneyŠ pĄ  ŠĢą ø ą€€Sufficiently€in€advance€of€sentencingŠ !l" Što€afford€the€defendant€a€reasonableŠ ņ!B# Šopportunity€to€investigate,€the€State'sŠ Č"$ ŠAttorney€shall€disclose€to€the€defendant€orŠ ž#ī% Šcounsel€any€information€that€the€StateŠ t$Ä& Šexpects€to€present€to€the€court€forŠ J%š ' Šconsideration€in€sentencing.€€If€the€courtŠ  &p!( Šfinds€that€the€information€was€not€timelyŠ ö&F") Šprovided,€the€court€shall€postponeŠ Ģ'#* Šsentencing.€€Š ¢(ņ#+ ŠĢ€€ū’’dū(e)€€Notice€and€Right€of€Victim€to€Address€Š N*ž%- Šthe€Courtü’’düą  ąą h ąŠ $+t&. ŠĢ€€€€ū’’dū(1)€€Notice€and€Determinationü’’düŠ Š, (0 ŠĢą ø ą€€€€ū’’dūNotice€of€proceedings€under€thisŠ |.Ģ)2 ŠRule€to€a€victim€or€a€victimššs€representativeŠ ° Šis€governed€by€Code,€Criminal€ProcedureŠ †Ö ŠArticle,€šš11„104€(e).€€The€court€shallŠ \¬ Šdetermine€whether€the€requirements€of€thatŠ 2‚ Šsection€have€been€satisfied.ü’’düŠ X ŠĢ€€€€ū’’dū(2)€€Right€to€Address€the€Courtü’’düŠ “  ŠĢą ø ą€€€€ū’’dūThe€right€of€a€victim€or€a€victimššsŠ ` ° Šrepresentative€to€address€the€court€during€aŠ 6 †  Šsentencing€hearing€under€this€Rule€isŠ  \  Šgoverned€by€Code,€Criminal€Procedure€Article,Š ā 2  Ššš11„403.ü’’düŠ ø  Šū’’dūĢCross€reference:€See€Code,€Criminal€ProcedureŠ d“  ŠArticle,€šššš11„103€(b)€and€11„403€(e)Š :Š  Šconcerning€the€right€of€a€victim€or€victimššsŠ `  Šrepresentative€to€file€an€application€forŠ ę6 Šleave€to€appeal.ü’’düŠ ¼  ŠĢ€€ņ ņ(e)ó ó€ū’’dū(f)ü’’dü€Allocution€and€Information€inŠ hø ŠMitigationŠ >Ž ŠĢą ø ą€€Before€imposing€sentence,€the€courtŠ ź: Šshall€afford€the€defendant€the€opportunity,Š Ą Špersonally€and€through€counsel,€to€make€aŠ –ę Šstatement€and€to€present€information€inŠ l¼ Šmitigation€of€punishment.€€Š B’ ŠĢ€€ņ ņ(f)ó ó€ū’’dū(g)ü’’dü€ReasonsŠ ī> ŠĢą ø ą€€The€court€ordinarily€shall€state€onŠ šź Šthe€record€its€reasons€for€the€sentenceŠ pĄ  Šimposed.€€Š F –! ŠĢ€€ņ ņ(g)ó ó€ū’’dū(h)ü’’dü€Credit€for€Time€Spent€in€CustodyŠ ņ!B# ŠĢą ø ą€€Time€spent€in€custody€shall€beŠ ž#ī% Šcredited€against€a€sentence€pursuant€to€Code,Š t$Ä& ŠCriminal€Procedure€Article,€šš6„218.€€Š J%š ' ŠĢ€€ņ ņ(h)ó ó€ū’’dū(i)ü’’dü€Advice€to€the€DefendantŠ ö&F") ŠĢą ø ą€€At€the€time€of€imposing€sentence,€theŠ ¢(ņ#+ Šcourt€shall€cause€the€defendant€to€be€advisedŠ x)Č$, Šof€any€right€of€appeal,€any€right€of€reviewŠ N*ž%- Šof€the€sentence€under€the€Review€of€CriminalŠ $+t&. ŠSentences€Act,€any€right€to€move€forŠ ś+J'/ Šmodification€or€reduction€of€the€sentence,Š Š, (0 Šand€the€time€allowed€for€the€exercise€ofŠ ¦-ö(1 Šthese€rights.€€At€the€time€of€imposing€aŠ |.Ģ)2 Šsentence€of€incarceration€for€a€violent€crimeŠ ° Šas€defined€in€Code,€Correctional€ServicesŠ †Ö ŠArticle,€šš7„101€and€for€which€a€defendantŠ \¬ Šwill€be€eligible€for€parole€as€provided€inŠ 2‚ Ššš7„301€(c)€or€(d)€of€the€CorrectionalŠ X ŠServices€Article,€the€court€shall€state€inŠ Ž. Šopen€court€the€minimum€time€the€defendantŠ “  Šmust€serve€for€the€violent€crime€beforeŠ Š Ś Šbecoming€eligible€for€parole.€€The€circuitŠ ` ° Šcourt€shall€cause€the€defendant€who€wasŠ 6 †  Šsentenced€in€circuit€court€to€be€advised€thatŠ  \  Šwithin€ten€days€after€filing€an€appeal,€theŠ ā 2  Šdefendant€must€order€in€writing€a€transcriptŠ ø  Šfrom€the€court€stenographer.€€Š ŽŽ  ŠĢCross€reference:€€Code,€Criminal€ProcedureŠ :Š  ŠArticle,€šššš8„102€„€8„109.Š `  ŠĢCommittee€note:€€Code,€Criminal€ProcedureŠ ¼  ŠArticle,€šš6„217€provides€that€the€court'sŠ ’ā Šstatement€of€the€minimum€time€the€defendantŠ hø Šmust€serve€for€the€violent€crime€beforeŠ >Ž Šbecoming€eligible€for€parole€is€forŠ d Šinformational€purposes€only€and€may€not€beŠ ź: Šconsidered€a€part€of€the€sentence,€and€theŠ Ą Šfailure€of€a€court€to€comply€with€thisŠ –ę Šrequirement€does€not€affect€the€legality€orŠ l¼ Šefficacy€of€the€sentence€imposed.Š B’ Š€€Š h Š€€ņ ņ(i)ó ó€ū’’dū(j)ü’’dü€Terms€for€ReleaseŠ ī> ŠĢą ø ą€€On€request€of€the€defendant,€the€courtŠ šź Šshall€determine€the€defendant's€eligibilityŠ pĄ  Šfor€release€under€Rule€4-349€and€the€termsŠ F –! Šfor€any€release.€€Š !l" ŠĢ€€ņ ņ(j)ó ó€ū’’dū(k)ü’’dü€Restitution€from€a€ParentŠ Č"$ ŠĢą ø ą€€If€restitution€from€a€parent€of€theŠ t$Ä& Šdefendant€is€sought€pursuant€to€Code,Š J%š ' ŠCriminal€Procedure€Article,šš11„604,€the€StateŠ  &p!( Šshall€serve€the€parent€with€notice€ofŠ ö&F") Šintention€to€seek€restitution€and€file€a€copyŠ Ģ'#* Šof€the€notice€with€the€court.€€The€court€mayŠ ¢(ņ#+ Šnot€enter€a€judgment€of€restitution€againstŠ x)Č$, Šthe€parent€unless€the€parent€has€beenŠ N*ž%- Šafforded€a€reasonable€opportunity€to€be€heardŠ $+t&. Šand€to€present€evidence.€€The€hearing€onŠ ś+J'/ Šparental€restitution€may€be€part€of€theŠ Š, (0 Šdefendant's€sentencing€hearing.€€€Š ¦-ö(1 ŠŠ |.Ģ)2 ŠCross€reference:€€Parent's€liability,Š ° Šhearing,€recording€and€effect,€Rule€11-118.€Š †Ö Š€ĢSource:€€This€Rule€is€derived€as€follows:Š 2‚ Š€€Section€(a)€is€derived€from€former€Rule€772Š X Ša.Š Ž. Š€€Section€(b)€is€new.Š “  Š€€Section€(c)€is€derived€from€former€Rule€772Š Š Ś Šb€and€M.D.R.€772€a.€€€€Section€(d)€is€derivedŠ ` ° Šfrom€former€Rule€772€c€and€M.D.R.€772€b.Š 6 †  Š€€ū’’dūSection€(e)€is€new.ü’’düŠ  \  Š€€Section€ņ ņ(e)ó ó€ū’’dū(f)ü’’dü€is€derived€from€former€RuleŠ ā 2  Š772€d€and€M.D.R.€772€c.Š ø  Š€€Section€ņ ņ(f)ó ó€ū’’dū(g)ü’’dü€is€derived€from€former€RuleŠ ŽŽ  Š772€e€and€M.D.R.€772€d.Š d“  Š€€Section€ņ ņ(g)ó ó€ū’’dū(h)ü’’dü€is€derived€from€former€RuleŠ :Š  Š772€f€and€M.D.R.€772€e.Š `  Š€€Section€ņ ņ(h)ó ó€ū’’dū(i)ü’’dü€is€in€part€derived€fromŠ ę6 Šformer€Rule€772€h€and€M.D.R.€772€g€and€inŠ ¼  Špart€new.Š ’ā Š€€Section€ņ ņ(i)ó ó€ū’’dū(j)ü’’dü€is€new.Š hø Š€€Section€ņ ņ(j)ó ó€ū’’dū(k)ü’’dü€is€new.Š >Ž ŠĢĢŅ°` ŅŅ°` Ņą  ąRule€4„342€was€accompanied€by€the€following€Reporterššs€Note.Š Ą ŠĢŅ` °ŅŅ` °Ņą ø ąThe€Stephanie€Roper€Committee,€Inc.€hasŠ l¼ Šrequested€that€provisions€be€added€to€Rule€4„Š B’ Š342€concerning€notice€to€and€the€right€ofŠ h Švictims€and€victimsšš€representatives€toŠ ī> Šaddress€the€court€at€sentencing.Š Ä ŠĢą ø ąThe€Rules€Committee€recommends€theŠ pĄ  Šaddition€to€the€Rule€of€proposed€new€sectionŠ F –! Š(e),€which€states€that€notice€and€the€rightŠ !l" Što€address€the€court€are€governed€by€Code,Š ņ!B# ŠCriminal€Procedure€Article,€šššš11„104€(e)€andŠ Č"$ Š11„403,€respectively.€€Additionally,€theŠ ž#ī% Šsecond€sentence€of€proposed€new€subsectionŠ t$Ä& Š(e)(1)€requires€that€the€court€determineŠ J%š ' Šwhether€the€notice€requirements€of€theŠ  &p!( Šstatute€have€been€satisfied.Š ö&F") ŠĢą ø ąThe€Rules€Committee€also€recommends€theŠ ¢(ņ#+ Šaddition€of€a€cross€reference€followingŠ x)Č$, Šsection€(e),€concerning€the€right€of€a€victimŠ N*ž%- Šor€victimššs€representative€to€file€anŠ $+t&. Šapplication€for€leave€to€appeal€in€accordanceŠ ś+J'/ Šwith€Code,€Criminal€Procedure€Article,€šššš11„Š Š, (0 Š103€(b)€and€11„403€(e).Š ¦-ö(1 ŠŠ |.Ģ)2 Š‡Ņ°` ŅŅ°` ŅÓÓą  ąMr.€Sykes€suggested€that€the€second€sentence€of€subsectionŠ ° Š(e)(1)€should€be€deleted€to€be€consistent€with€the€change€made€toŠ \¬ ŠRule€4„243.€€Judge€McAuliffe€responded€that€this€Rule€isŠ X Šdifferent.€€The€statute€provides€a€sanction€for€non„compliance,Š “  Šwhich€is€filing€an€application€for€leave€to€appeal.€€The€languageŠ ` ° Šof€the€Rule€could€be€tightened€to€provide€that€the€court€may€notŠ  \  Šproceed€unless€the€requirements€of€the€statute€have€beenŠ ø  Šsatisfied.€€€Judge€Heller€expressed€the€view€that€the€newŠ d“  Šlanguage€is€appropriate.€€It€reminds€the€prosecutor€that€theŠ `  Šcourt€will€check€on€compliance.€€The€Committee€approved€the€RuleŠ ¼  Šby€consensus.Š hø Šą  ąJudge€Johnson€presented€Rule€4„343,€Sentencingš!šProcedure€inŠ d ŠCapital€Cases,€for€the€Committeeššs€consideration.€€Š Ą ŠŅ` °ŅŅ` °ŅÓÓĢą@˜ ˜ ģąMARYLAND€RULES€OF€PROCEDUREˆŠ B’ ŠĢą@ģąTITLE€4€„€CRIMINAL€CAUSESˆŠ ī> ŠĢą@ō ō ģąCHAPTER€300€„€TRIAL€AND€SENTENCINGˆŠ šź ŠĢĢą ø ąAMEND€Rule€4„343€to€add€a€new€sectionŠ !l" Šproviding€for€the€right€of€victimsššŠ ņ!B# Šrepresentatives€to€address€the€jury€and€toŠ Č"$ Šconform€the€rule€to€a€proposed€amendment€toŠ ž#ī% ŠRule€4„342,€as€follows:Š t$Ä& ŠĢĢRule€4-343.€€SENTENCING€„„€PROCEDURE€INŠ ö&F") ŠCAPITAL€CASESŠ Ģ'#* Š€€€€Š ¢(ņ#+ ŠĢ€€(a)€€ApplicabilityŠ N*ž%- ŠĢą ø ą€€This€Rule€applies€whenever€a€sentenceŠ ś+J'/ Šof€death€is€sought€under€Code,€Article€27,Š Š, (0 Ššš413.€€Š ¦-ö(1 ŠŠ |.Ģ)2 Š€€(b)€€Statutory€Sentencing€ProcedureŠ ° ŠĢą ø ą€€When€a€defendant€has€been€found€guiltyŠ \¬ Šof€murder€in€the€first€degree,€the€State€hasŠ 2‚ Šgiven€the€notice€required€under€Code,€ArticleŠ X Š27,€šš412€(b)(1),€and€the€defendant€may€beŠ Ž. Šsubject€to€a€sentence€of€death,€a€sentencingŠ “  Šproceeding,€separate€from€the€proceeding€atŠ Š Ś Šwhich€the€defendant's€guilt€was€adjudicated,Š ` ° Šshall€be€conducted€as€soon€as€practicableŠ 6 †  Šafter€the€trial€pursuant€to€the€provisions€ofŠ  \  ŠCode,€Article€27,€šš413.€€A€separate€FindingsŠ ā 2  Šand€Sentencing€Determination€form€thatŠ ø  Šcomplies€with€sections€ņ ņ(g)€and€(h)ó ó€ū’’dū(h)€andŠ ŽŽ  Š(i)ü’’dü€of€this€Rule€shall€be€completed€withŠ d“  Šrespect€to€each€death€for€which€the€defendantŠ :Š  Šis€subject€to€a€sentence€of€death.€€Š `  ŠĢ€€(c)€€Presentence€disclosures€by€the€State'sŠ ¼  ŠAttorneyŠ ’ā ŠĢ€€€€€€€Sufficiently€in€advance€of€sentencingŠ >Ž Što€afford€the€defendant€a€reasonableŠ d Šopportunity€to€investigate,€the€State'sŠ ź: ŠAttorney€shall€disclose€to€the€defendant€orŠ Ą Šcounsel€any€information€that€the€StateŠ –ę Šexpects€to€present€to€the€court€or€jury€forŠ l¼ Šconsideration€in€sentencing.€€Upon€request€ofŠ B’ Šthe€defendant,€the€court€may€postponeŠ h Šsentencing€if€the€court€finds€that€theŠ ī> Šinformation€was€not€timely€provided.€€Š Ä Š€€Š šź Š€€(d)€€Reports€of€Defendant's€ExpertsŠ pĄ  ŠĢą ø ą€€Upon€request€by€the€State€after€theŠ !l" Šdefendant€has€been€found€guilty€of€murder€inŠ ņ!B# Šthe€first€degree,€the€defendant€shall€produceŠ Č"$ Šand€permit€the€State€to€inspect€and€copy€allŠ ž#ī% Šwritten€reports€made€in€connection€with€theŠ t$Ä& Šaction€by€each€expert€the€defendant€expectsŠ J%š ' Što€call€as€a€witness€at€the€sentencingŠ  &p!( Šproceeding,€including€the€results€of€anyŠ ö&F") Šphysical€or€mental€examination,€scientificŠ Ģ'#* Štest,€experiment,€or€comparison,€and€shallŠ ¢(ņ#+ Šfurnish€to€the€State€the€substance€of€anyŠ x)Č$, Šsuch€oral€report€or€conclusion.€€TheŠ N*ž%- Šdefendant€shall€provide€this€information€toŠ $+t&. Šthe€State€sufficiently€in€advance€ofŠ ś+J'/ Šsentencing€to€afford€the€State€a€reasonableŠ Š, (0 Šopportunity€to€investigate€the€information.€Š ¦-ö(1 ŠIf€the€court€finds€that€the€information€wasŠ |.Ģ)2 Šnot€timely€provided,€the€court€may€postponeŠ ° Šsentencing€if€requested€by€the€State.€€Š †Ö ŠĢ€€(e)€€JudgeŠ 2‚ ŠĢą ø ą€€Except€as€provided€in€Rule€4-361,€theŠ Ž. Šjudge€who€presides€at€trial€shall€preside€atŠ “  Šthe€sentencing€proceeding.€Š Š Ś ŠĢ€€ū’’dū(f)€Notice€and€Right€of€VictimššsŠ 6 †  ŠRepresentative€to€Address€the€Court€or€Juryü’’düŠ  \  ŠĢ€€€€ū’’dū(1)€€Notice€and€Determinationü’’düŠ ø  ŠĢą ø ą€€€€ū’’dūNotice€of€proceedings€under€thisŠ d“  ŠRule€to€a€victimššs€representative€is€governedŠ :Š  Šby€Code,€Criminal€Procedure€Article,€šš11„104Š `  Š(e).€€The€Court€shall€determine€whether€theŠ ę6 Šrequirements€of€that€section€have€beenŠ ¼  Šsatisfied.ü’’düŠ ’ā ŠĢ€€€€ū’’dū(2)€€Right€to€Address€the€Court€or€Juryü’’düŠ >Ž ŠĢą ø ą€€€€ū’’dūThe€right€of€a€victimššsŠ ź: Šrepresentative€to€address€the€court€during€aŠ Ą Šsentencing€hearing€under€this€Rule€isŠ –ę Šgoverned€by€Code,€Criminal€Procedure€Article,Š l¼ Ššš11„403.€€The€right€of€a€victimššsŠ B’ Šrepresentative€to€address€the€jury€during€aŠ h Šsentencing€hearing€under€this€Rule€isŠ ī> Šgoverned€by€Code,€Criminal€Procedure€Article,Š Ä Ššš11„404.ü’’düŠ šź Šū’’dūĢCross€reference:€See€Code,€Criminal€ProcedureŠ F –! ŠArticle,€šššš11„103€(b),€11„403€(e),€and€11„404Š !l" Š(c)€concerning€the€right€of€a€victimššsŠ ņ!B# Šrepresentative€to€file€an€application€forŠ Č"$ Šleave€to€appeal.ü’’düŠ ž#ī% ŠĢ€€ņ ņ(f)ó ó€ū’’dū(g)ü’’dü€AllocutionŠ J%š ' ŠĢą ø ą€€Before€sentence€is€determined,€theŠ ö&F") Šcourt€shall€afford€the€defendant€theŠ Ģ'#* Šopportunity,€personally€and€through€counsel,Š ¢(ņ#+ Što€make€a€statement,€and€shall€afford€theŠ x)Č$, ŠState€the€opportunity€to€respond.€€Š N*ž%- ŠĢCommittee€note:€€A€defendant€who€elects€toŠ ś+J'/ Šallocate€may€do€so€before€or€after€theŠ Š, (0 ŠState's€rebuttal€closing€argument.€€IfŠ ¦-ö(1 Šallocution€occurs€after€the€State's€rebuttalŠ |.Ģ)2 Šclosing€argument,€the€State€may€respond€toŠ ° Šthe€allocution.Š †Ö ŠĢ€€ņ ņ(g)ó ó€ū’’dū(h)ü’’dü€Form€of€Written€Findings€andŠ 2‚ ŠDeterminationsŠ X ŠĢą ø ą€€Except€as€otherwise€provided€inŠ “  Šsection€ņ ņ(h)ó ó€ū’’dū(i)ü’’dü€of€this€Rule,€the€findingsŠ Š Ś Šand€determinations€shall€be€made€in€writingŠ ` ° Šin€the€following€form:€€Š 6 †  ŠĢŅ°` ŅŅ°` Ņą@XX%ģą(CAPTION)€€ˆŠ ā 2  ŠĢą@Œ Œ ģąFINDINGS€AND€SENTENCING€DETERMINATION€€€ˆŠ ŽŽ  ŠĢą@ō ō ģąVICTIM:€€[Name€of€murder€victim]€€ˆŠ :Š  ŠĢą@XX%ģąSection€I€€ˆŠ ę6 ŠĢÓÓą  ąBased€upon€the€evidence,€we€unanimously€find€that€each€ofŠ ’ā Šthe€following€statements€marked€"proven"€has€been€proven€BEYOND€AŠ >Ž ŠREASONABLE€DOUBT€and€that€each€of€those€statements€marked€"notŠ ź: Šproven"€has€not€been€proven€BEYOND€A€REASONABLE€DOUBT.€€Š –ę Š€€€€1.€The€defendant€was€a€principal€in€the€first€degree€to€theŠ B’ Šmurder.€Š ī> ŠÓӀ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€______€€€€€______€Š šź Š€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€proven€€€€€not€€Š pĄ  Š€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€proven€Š F –! ŠĢÓӀ€€€2.€The€defendant€engaged€or€employed€another€person€to€commitŠ ņ!B# Šthe€murder€and€the€murder€was€committed€pursuant€to€an€agreementŠ ž#ī% Šor€contract€for€remuneration€or€the€promise€of€remuneration.€Š J%š ' ŠÓӀ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€______€€€€€______€Š ö&F") Š€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€proven€€€€€not€€Š Ģ'#* Š€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€proven€Š ¢(ņ#+ ŠĢÓӀ€€€3.€The€victim€was€a€law€enforcement€officer€who,€while€in€theŠ N*ž%- Šperformance€of€the€officer's€duties,€was€murdered€by€one€or€moreŠ ś+J'/ Špersons,€and€the€defendant€was€a€principal€in€the€second€degreeŠ ¦-ö(1 Šwho:€€(A)€willfully,€deliberately,€and€with€premeditationŠ ° Šintended€the€death€of€the€law€enforcement€officer;€(B)€was€aŠ \¬ Šmajor€participant€in€the€murder;€and€(C)€was€actually€present€atŠ X Šthe€time€and€place€of€the€murder.€Š “  ŠÓӀ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€______€€€€€______€Š ` ° Š€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€proven€€€€€not€€Š 6 †  Š€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€proven€Š  \  ŠĢ(If€one€or€more€of€the€above€are€marked€"proven,"€proceed€toŠ ø  ŠSection€II.€€If€all€are€marked€"not€proven,"€proceed€to€SectionŠ ŽŽ  ŠVI€and€enter€"Life€Imprisonment.")€Š d“  ŠĢĢĢą@XX%ģąSection€II€ˆŠ ¼  ŠĢÓӀ€€€Based€upon€the€evidence,€we€unanimously€find€that€theŠ hø Šfollowing€statement,€if€marked€"proven,"€has€been€proven€BY€AŠ d ŠPREPONDERANCE€OF€THE€EVIDENCE€or€that,€if€marked€"not€proven,"€itŠ Ą Šhas€not€been€proven€BY€A€PREPONDERANCE€OF€THE€EVIDENCE.€Š l¼ ŠĢ€€€€At€the€time€the€murder€was€committed,€the€defendant€wasŠ Ä Šmentally€retarded.€Š pĄ  ŠÓӀ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€______€€€€€______€Š !l" Š€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€proven€€€€€not€€Š ņ!B# Š€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€proven€Š Č"$ ŠĢ(If€the€above€statement€is€marked€"proven,"€proceed€to€Section€VIŠ t$Ä& Šand€enter€"Life€Imprisonment."€If€it€is€marked€"not€proven,"Š J%š ' Šcomplete€Section€III.)€Š  &p!( ŠĢ€€€€Š Ģ'#* ŠĢĢą@$ģąSection€III€ˆŠ N*ž%- ŠĢÓӀ€€€Based€upon€the€evidence,€we€unanimously€find€that€each€of€theŠ ś+J'/ Šfollowing€aggravating€circumstances€that€is€marked€"proven"€hasŠ ¦-ö(1 Šbeen€proven€BEYOND€A€REASONABLE€DOUBT€and€we€unanimously€findŠ ° Šthat€each€of€the€aggravating€circumstances€marked€"not€proven"Š \¬ Šhas€not€been€proven€BEYOND€A€REASONABLE€DOUBT.€Š X ŠĢ€€€€1.€The€victim€was€a€law€enforcement€officer€who,€while€in€theŠ ` ° Šperformance€of€the€officer's€duties,€was€murdered€by€one€or€moreŠ  \  Špersons.€Š ø  ŠÓӀ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€______€€€€€______€Š d“  Š€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€proven€€€€€not€€Š :Š  Š€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€proven€Š `  ŠĢÓӀ€€€2.€The€defendant€committed€the€murder€at€a€time€when€confinedŠ ¼  Šin€a€correctional€institution.€Š hø ŠÓӀ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€______€€€€€______€Š d Š€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€proven€€€€€not€€Š ź: Š€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€proven€Š Ą ŠĢÓӀ€€€3.€The€defendant€committed€the€murder€in€furtherance€of€anŠ l¼ Šescape€from€or€an€attempt€to€escape€from€or€evade€the€lawfulŠ h Šcustody,€arrest,€or€detention€of€or€by€an€officer€or€guard€of€aŠ Ä Šcorrectional€institution€or€by€a€law€enforcement€officer.€Š pĄ  ŠÓӀ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€______€€€€€______€Š !l" Š€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€proven€€€€€not€€Š ņ!B# Š€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€proven€Š Č"$ ŠĢÓӀ€€€4.€The€victim€was€taken€or€attempted€to€be€taken€in€theŠ t$Ä& Šcourse€of€a€kidnapping€or€abduction€or€an€attempt€to€kidnap€orŠ  &p!( Šabduct.€Š Ģ'#* ŠÓӀ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€______€€€€€______€Š x)Č$, Š€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€proven€€€€€not€€Š N*ž%- Š€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€proven€Š $+t&. ŠĢÓӀ€€€5.€The€victim€was€a€child€abducted€in€violation€of€Code,Š Š, (0 ŠArticle€27,€šš2.€Š |.Ģ)2 ŠÓӀ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€______€€€€€______€Š ° Š€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€proven€€€€€not€€Š †Ö Š€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€proven€Š \¬ ŠĢÓӀ€€€6.€The€defendant€committed€the€murder€pursuant€to€anŠ X Šagreement€or€contract€for€remuneration€or€the€promise€ofŠ “  Šremuneration€to€commit€the€murder.€Š ` ° ŠÓӀ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€______€€€€€______€Š  \  Š€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€proven€€€€€not€€Š ā 2  Š€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€proven€Š ø  ŠĢÓӀ€€€7.€The€defendant€engaged€or€employed€another€person€to€commitŠ d“  Šthe€murder€and€the€murder€was€committed€pursuant€to€an€agreementŠ `  Šor€contract€for€remuneration€or€the€promise€of€remuneration.€Š ¼  ŠÓӀ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€______€€€€€______€Š hø Š€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€proven€€€€€not€€Š >Ž Š€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€proven€Š d ŠĢÓӀ€€€8.€At€the€time€of€the€murder,€the€defendant€was€under€theŠ Ą Šsentence€of€death€or€imprisonment€for€life.€Š l¼ ŠÓÓą  ąą ` ą€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€______€€€€€______€Š h Š€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€proven€€€€€not€€Š ī> Š€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€proven€Š Ä ŠĢÓӀ€€€9.€The€defendant€committed€more€than€one€offense€of€murder€inŠ pĄ  Šthe€first€degree€arising€out€of€the€same€incident.€Š !l" ŠÓӀ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€______€€€€€______€Š Č"$ Š€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€proven€€€€€not€€Š ž#ī% Š€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€proven€Š t$Ä& ŠĢÓӀ€€€10.€The€defendant€committed€the€murder€while€committing€orŠ  &p!( Šattempting€to€commit€a€carjacking,€armed€carjacking,€robbery,Š Ģ'#* Šarson€in€the€first€degree,€rape€in€the€first€degree,€or€sexualŠ x)Č$, Šoffense€in€the€first€degree.€Š $+t&. ŠÓӀ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€______€€€€€______€Š Š, (0 Š€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€proven€€€€€not€€Š ¦-ö(1 Š€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€proven€Š |.Ģ)2 Š‡Ģ(If€one€or€more€of€the€above€are€marked€"proven,"€completeŠ †Ö ŠSection€IV.€If€all€of€the€above€are€marked€"not€proven,"€do€notŠ \¬ Šcomplete€Sections€IV€and€V€and€proceed€to€Section€VI€and€enterŠ 2‚ Š"Life€Imprisonment.")€Š X ŠĢ€€€€Š “  Šą@XX%ģąSection€IV€ˆŠ Š Ś ŠĢÓӀ€€€Based€upon€the€evidence,€we€make€the€following€determinationsŠ 6 †  Šas€to€mitigating€circumstances:€Š ā 2  ŠĢ€€€€1.€The€defendant€has€not€previously€(i)€been€found€guilty€ofŠ :Š  Ša€crime€of€violence;€(ii)€entered€a€plea€of€guilty€or€noloŠ ę6 Šcontendere€to€a€charge€of€a€crime€of€violence;€or€(iii)€beenŠ ’ā Šgranted€probation€on€stay€of€entry€of€judgment€pursuant€to€aŠ >Ž Šcharge€of€a€crime€of€violence.€Š ź: ŠÓӀ€€€(As€used€in€the€preceding€paragraph,€"crime€of€violence"Š –ę Šmeans€abduction,€arson€in€the€first€degree,€carjacking,€armedŠ l¼ Šcarjacking,€escape€in€the€first€degree,€kidnapping,€mayhem,Š B’ Šmurder,€robbery,€rape€in€the€first€or€second€degree,€sexualŠ h Šoffense€in€the€first€or€second€degree,€manslaughter€other€than€Š ī> Šinvoluntary€manslaughter,€an€attempt€to€commit€any€of€theseŠ Ä Šoffenses,€or€the€use€of€a€handgun€in€the€commission€of€a€felonyŠ šź Šor€another€crime€of€violence.)€Š pĄ  ŠĢą@šš"ģą(Mark€only€one.)€ˆŠ !l" ŠĢÓӀ€[€]€(a)€We€unanimously€find€by€a€preponderance€of€the€evidenceŠ Č"$ Š€€€€€€€€€€that€the€above€circumstance€exists.€Š t$Ä& Š€€[€]€(b)€We€unanimously€find€by€a€preponderance€of€the€evidenceŠ  &p!( Š€€€€€€€€€€that€the€above€circumstance€does€not€exist.€Š Ģ'#* Š€€[€]€(c)€After€a€reasonable€period€of€deliberation,€one€or€moreŠ x)Č$, Š€€€€€€€€€€of€us,€but€fewer€than€all€12,€find€by€a€preponderance€Š $+t&. Š€€€€€€€€€€of€the€evidence€that€the€above€circumstance€exists.€Š Š, (0 ŠŠ |.Ģ)2 Š€€€€2.€The€victim€was€a€participant€in€the€defendant's€conduct€orŠ ° Šconsented€to€the€act€which€caused€the€victim's€death.€Š \¬ Šą@šš"ģą(Mark€only€one.)€ˆŠ X Š€€[€]€(a)€We€unanimously€find€by€a€preponderance€of€the€evidenceŠ “  Š€€€€€€€€€€that€the€above€circumstance€exists.€Š ` ° Š€€[€]€(b)€We€unanimously€find€by€a€preponderance€of€the€evidenceŠ  \  Š€€€€€€€€€€that€the€above€circumstance€does€not€exist.€Š ø  Š€€[€]€(c)€After€a€reasonable€period€of€deliberation,€one€or€moreŠ d“  Š€€€€€€€€€€of€us,€but€fewer€than€all€12,€find€by€a€preponderanceŠ `  Š€€€€€€€€€€of€the€evidence€that€the€above€circumstance€exists.€Š ¼  ŠĢ€€€€3.€The€defendant€acted€under€substantial€duress,€domination,Š d Šor€provocation€of€another€person,€even€though€not€so€substantialŠ Ą Šas€to€constitute€a€complete€defense€to€the€prosecution.€Š l¼ Šą@šš"ģą(Mark€only€one.)€ˆŠ h Š€€[€]€(a)€We€unanimously€find€by€a€preponderance€of€the€evidenceŠ Ä Š€€€€€€€€€€that€the€above€circumstance€exists.€Š pĄ  Š€€[€]€(b)€We€unanimously€find€by€a€preponderance€of€the€evidenceŠ !l" Š€€€€€€€€€€that€the€above€circumstance€does€not€exist.€Š Č"$ Š€€[€]€(c)€After€a€reasonable€period€of€deliberation,€one€or€moreŠ t$Ä& Š€€€€€€€€€€of€us,€but€fewer€than€all€12,€find€by€a€preponderanceŠ  &p!( Š€€€€€€€€€€of€the€evidence€that€the€above€circumstance€exists.€Š Ģ'#* ŠĢ€€€€4.€The€murder€was€committed€while€the€capacity€of€theŠ $+t&. Šdefendant€to€appreciate€the€criminality€of€his€or€her€conduct€orŠ Š, (0 Što€conform€his€or€her€conduct€to€the€requirements€of€law€wasŠ |.Ģ)2 Šsubstantially€impaired€as€a€result€of€mental€incapacity,€mentalŠ ° Šdisorder,€or€emotional€disturbance.€Š \¬ Šą@šš"ģą(Mark€only€one.)€ˆŠ X Š€€[€]€(a)€We€unanimously€find€by€a€preponderance€of€the€evidenceŠ “  Š€€€€€€€€€€that€the€above€circumstance€exists.€Š ` ° Š€€[€]€(b)€We€unanimously€find€by€a€preponderance€of€the€evidenceŠ  \  Š€€€€€€€€€€that€the€above€circumstance€does€not€exist.€Š ø  Š€€[€]€(c)€After€a€reasonable€period€of€deliberation,€one€or€moreŠ d“  Š€€€€€€€€€€of€us,€but€fewer€than€all€12,€find€by€a€preponderanceŠ `  Š€€€€€€€€€€of€the€evidence€that€the€above€circumstance€exists.€Š ¼  ŠĢ€€€€5.€The€defendant€was€of€a€youthful€age€at€the€time€of€theŠ d Šcrime.€Š Ą Šą@šš"ģą(Mark€only€one.)€ˆŠ l¼ Š€€[€]€(a)€We€unanimously€find€by€a€preponderance€of€the€evidenceŠ h Š€€€€€€€€€€that€the€above€circumstance€exists.€Š Ä Š€€[€]€(b)€We€unanimously€find€by€a€preponderance€of€the€evidenceŠ pĄ  Š€€€€€€€€€€that€the€above€circumstance€does€not€exist.€Š !l" Š€€[€]€(c)€After€a€reasonable€period€of€deliberation,€one€or€moreŠ Č"$ Š€€€€€€€€€€of€us,€but€fewer€than€all€12,€find€by€a€preponderanceŠ t$Ä& Š€€€€€€€€€€of€the€evidence€that€the€above€circumstance€exists.€Š  &p!( ŠĢ€€€€6.€The€act€of€the€defendant€was€not€the€sole€proximate€causeŠ x)Č$, Šof€the€victim's€death.€Š $+t&. Šą@šš"ģą(Mark€only€one.)€ˆŠ Š, (0 Š€€[€]€(a)€We€unanimously€find€by€a€preponderance€of€the€evidenceŠ |.Ģ)2 Š€€€€€€€€€€that€the€above€circumstance€exists.€Š ° Š€€[€]€(b)€We€unanimously€find€by€a€preponderance€of€the€evidenceŠ \¬ Š€€€€€€€€€€that€the€above€circumstance€does€not€exist.€Š X Š€€[€]€(c)€After€a€reasonable€period€of€deliberation,€one€or€moreŠ “  Š€€€€€€€€€€of€us,€but€fewer€than€all€12,€find€by€a€preponderanceŠ ` ° Š€€€€€€€€€€of€the€evidence€that€the€above€circumstance€exists.€Š  \  ŠĢ€€€€7.€It€is€unlikely€that€the€defendant€will€engage€in€furtherŠ d“  Šcriminal€activity€that€would€constitute€a€continuing€threat€toŠ `  Šsociety.€Š ¼  Šą@šš"ģą(Mark€only€one.)€ˆŠ hø Š€€[€]€(a)€We€unanimously€find€by€a€preponderance€of€the€evidenceŠ d Š€€€€€€€€€€that€the€above€circumstance€exists.€Š Ą Š€€[€]€(b)€We€unanimously€find€by€a€preponderance€of€the€evidenceŠ l¼ Š€€€€€€€€€€that€the€above€circumstance€does€not€exist.€Š h Š€€[€]€(c)€After€a€reasonable€period€of€deliberation,€one€or€moreŠ Ä Š€€€€€€€€€€of€us,€but€fewer€than€all€12,€find€by€a€preponderanceŠ pĄ  Š€€€€€€€€€€of€the€evidence€that€the€above€circumstance€exists.€Š !l" ŠĢ€€€€8.€(a)€We€unanimously€find€by€a€preponderance€of€the€evidenceŠ t$Ä& Šthat€the€following€additional€mitigating€circumstances€exist:€Š  &p!( Š_________________________________________________________________Š Ģ'#* ŠĢĢ_________________________________________________________________Š Š, (0 Š_________________________________________________________________Š |.Ģ)2 Š_________________________________________________________________€Š ° Šą@l l ģą(Use€reverse€side€if€necessary)€ˆŠ \¬ ŠĢ€€€€(b)€One€or€more€of€us,€but€fewer€than€all€12,€find€by€aŠ “  Špreponderance€of€the€evidence€that€the€following€additionalŠ ` ° Šmitigating€circumstances€exist:€Š  \  ŠĢ_________________________________________________________________Š d“  Š_________________________________________________________________Š `  Š_________________________________________________________________Š ¼  Š_________________________________________________________________€Š hø Šą@l l ģą(Use€reverse€side€if€necessary)€ˆŠ d ŠĢÓÓ(If€the€jury€unanimously€determines€in€Section€IV€that€noŠ l¼ Šmitigating€circumstances€exist,€do€not€complete€Section€V.Š B’ ŠProceed€to€Section€VI€and€enter€"Death."€If€the€jury€or€any€jurorŠ h Šdetermines€that€one€or€more€mitigating€circumstances€exist,Š ī> Šcomplete€Section€V.)€Š Ä ŠĢĢą@””%ģąSection€V€ˆŠ F –! ŠĢÓӀ€€€Each€individual€juror€shall€weigh€the€aggravatingŠ ņ!B# Šcircumstances€found€unanimously€to€exist€against€any€mitigatingŠ ž#ī% Šcircumstances€found€unanimously€to€exist,€as€well€as€against€anyŠ J%š ' Šmitigating€circumstance€found€by€that€individual€juror€to€exist.€Š ö&F") Š€€€€We€unanimously€find€that€the€State€has€proven€BY€AŠ ¢(ņ#+ ŠPREPONDERANCE€OF€THE€EVIDENCE€that€the€aggravating€circumstancesŠ N*ž%- Šmarked€"proven"€in€Section€III€outweigh€the€mitigatingŠ ś+J'/ Šcircumstances€in€Section€IV.€Š ¦-ö(1 ŠÓÓą  ą€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€______€€€€€______€Š ° Š€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€yes€€€€€€€€€no€€€Š †Ö ŠĢą@XX%ģąSection€VI€ˆŠ 2‚ ŠĢÓӀ€€€Enter€the€determination€of€sentence€either€"LifeŠ Ž. ŠImprisonment"€or€"Death"€according€to€the€following€instructions:€Š Š Ś Š€€€€1.€If€all€of€the€answers€in€Section€I€are€marked€"notŠ 6 †  Šproven,"€enter€"Life€Imprisonment."€Š ā 2  Š€€€€2.€If€the€answer€in€Section€II€is€marked€"proven,"€enterŠ ŽŽ  Š"Life€Imprisonment."€Š :Š  Š€€€€3.€If€all€of€the€answers€in€Section€III€are€marked€"notŠ ę6 Šproven,"€enter€"Life€Imprisonment."€Š ’ā Š€€€€4.€If€Section€IV€was€completed€and€the€jury€unanimouslyŠ >Ž Šdetermined€that€no€mitigating€circumstance€exists,€enter€"Death."€Š ź: Š€€€€5.€If€Section€V€was€completed€and€marked€"no,"€enter€"LifeŠ –ę ŠImprisonment."€Š B’ Š€€€€6.€If€Section€V€was€completed€and€marked€"yes,"€enterŠ ī> Š"Death."€Š šź ŠWe€unanimously€determine€the€sentence€to€be€______________.€Š F –! ŠĢą@$ģąSection€VII€ˆŠ ž#ī% Š€€€€If€"Life€Imprisonment"€is€entered€in€Section€VI,€answer€theŠ J%š ' Šfollowing€question:€Š ö&F") ŠĢ€€€€Based€upon€the€evidence,€does€the€jury€unanimously€determineŠ N*ž%- Šthat€the€sentence€of€life€imprisonment€previously€entered€shallŠ ś+J'/ Šbe€without€the€possibility€of€parole?€Š ¦-ö(1 ŠÓӀ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€______€€€€€______€Š ° Š€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€yes€€€€€€€€€no€€€Š †Ö ŠĢĢĢ_________________________€€€€€€€€€____________________________€Š Ž. Š€€€€€€€€€Foreman€€€€€€€€€€€€€€€€€€€€€€€€€€€€€Juror€7€Š “  ŠĢĢ____________________________€€€€€€€€€____________________________€Š 6 †  Š€€€€€€€€€Juror€2€€€€€€€€€€€€€€€€€€€€€€€€€€€€€Juror€8€Š  \  ŠĢĢ____________________________€€€€€€€€€____________________________€Š ŽŽ  Š€€€€€€€€€Juror€3€€€€€€€€€€€€€€€€€€€€€€€€€€€€€Juror€9€Š d“  ŠĢĢ____________________________€€€€€€€€€____________________________€Š ę6 Š€€€€€€€€€Juror€4€€€€€€€€€€€€€€€€€€€€€€€€€€€€€Juror€10€Š ¼  ŠĢĢ__________________________€€€€€€€€€____________________________€Š >Ž Š€€€€€€€€€Juror€5€€€€€€€€€€€€€€€€€€€€€€€€€€€€€Juror€11€Š d ŠĢĢ___________________________€€€€€€€€€____________________________€Š –ę Š€€€€€€€€€Juror€6€€€€€€€€€€€€€€€€€€€€€€€€€€€€€Juror€12€Š l¼ ŠĢĢ€€€€€€€€€€€€€€€€€€€€€€€€€or,€€€€€€€€€____________________________€Š ī> Š€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€JUDGE€Š Ä Š€€Š šź ŠĢŅ` °ŅŅ` °Ņ€€ņ ņ(h)ó ó€ū’’dū(i)ü’’dü€Deletions€from€FormŠ F –! ŠĢą ø ą€€€€Section€II€of€the€form€set€forth€inŠ ņ!B# Šsection€ņ ņ(g)ó ó€ū’’dū(h)ü’’dü€of€this€Rule€shall€not€beŠ Č"$ Šsubmitted€to€the€jury€unless€the€issue€of€Š ž#ī% Šmental€retardation€is€generated€by€theŠ t$Ä& Ševidence.€€Unless€the€defendant€requestsŠ J%š ' Šotherwise,€Section€III€of€the€form€shall€notŠ  &p!( Šinclude€any€aggravating€circumstance€that€theŠ ö&F") ŠState€has€not€specified€in€the€noticeŠ Ģ'#* Šrequired€under€Code,€Article€27,€šš412€(b)(1)Š ¢(ņ#+ Šof€its€intention€to€seek€a€sentence€of€death.€Š x)Č$, ŠSection€VII€of€the€form€shall€not€beŠ N*ž%- Šsubmitted€to€the€jury€unless€the€State€Š $+t&. Šhas€given€the€notice€required€under€Code,Š ś+J'/ ŠArticle€27,€šš412€(b)(2)€of€its€intention€toŠ Š, (0 Šseek€a€sentence€of€imprisonment€for€lifeŠ ¦-ö(1 Šwithout€the€possibility€of€parole.€Š |.Ģ)2 ŠCommittee€note:€€Omission€of€some€aggravatingŠ ° Šcircumstances€from€the€form€is€not€intendedŠ †Ö Što€preclude€argument€by€the€defendantŠ \¬ Šconcerning€the€absence€of€thoseŠ 2‚ Šcircumstances.€Š X Š€€Š Ž. Š€ņ ņ(i)ó ó€ū’’dū(j)ü’’dü€Advice€of€the€JudgeŠ “  ŠĢą ø ą€€At€the€time€of€imposing€a€sentence€ofŠ ` ° Šdeath,€the€judge€shall€advise€the€defendantŠ 6 †  Šthat€the€determination€of€guilt€and€theŠ  \  Šsentence€will€be€reviewed€automatically€byŠ ā 2  Šthe€Court€of€Appeals,€and€that€the€sentenceŠ ø  Šwill€be€stayed€pending€that€review.€€At€theŠ ŽŽ  Štime€of€imposing€a€sentence€of€lifeŠ d“  Šimprisonment,€the€court€shall€cause€theŠ :Š  Šdefendant€to€be€advised€in€accordance€withŠ `  ŠRule€4-342€ņ ņ(h)ó ó€ū’’dū(i)ü’’dü.€Š ę6 ŠĢCross€reference:€€Rule€8-306.€Š ’ā Š€€Š hø Š€ņ ņ(j)ó ó€ū’’dū(k)ü’’dü€Report€of€JudgeŠ >Ž ŠĢą ø ą€€After€sentence€is€imposed,€the€judgeŠ ź: Špromptly€shall€prepare€and€send€to€theŠ Ą Šparties€a€report€in€the€following€form:€Š –ę ŠĢŅ°` ŅŅ°` ŅĢą@””%ģą(CAPTION)€ˆŠ h ŠĢą@ÄÄģąREPORT€OF€TRIAL€JUDGE€ˆŠ Ä ŠĢI.€Data€Concerning€Defendant€Š pĄ  Š€€€€A.€Date€of€Birth€Š F –! Š€€€€B.€Sex€Š !l" Š€€€€C.€Race€Š ņ!B# Š€€€€D.€Address€Š Č"$ Š€€€€E.€Length€of€Time€in€Community€Š ž#ī% Š€€€€F.€Reputation€in€Community€Š t$Ä& Š€€€€G.€Family€Situation€and€Background€Š J%š ' Š€€€€€€€1.€Situation€at€time€of€offense€(describe€defendant'sŠ  &p!( Š€€€€€€€€€€living€situation€including€marital€status€and€numberŠ ö&F") Š€€€€€€€€€€and€age€of€children)€Š Ģ'#* Š€€€€€€€2.€Family€history€(describe€family€history€includingŠ ¢(ņ#+ Š€€€€€€€€€€pertinent€data€about€parents€and€siblings)€Š x)Č$, Š€€€€H.€Education€Š N*ž%- Š€€€€I.€Work€Record€Š $+t&. Š€€€€J.€Prior€Criminal€Record€and€Institutional€History€(list€anyŠ ś+J'/ Š€€€€€€€prior€convictions,€disposition,€and€periods€ofŠ Š, (0 Š€€€€€€€incarceration)€Š ¦-ö(1 Š€€€€K.€Military€History€Š |.Ģ)2 Š€€€€L.€Pertinent€Physical€or€Mental€Characteristics€or€History€Š ° Š€€€€M.€Other€Significant€Data€About€Defendant€Š †Ö ŠII.€Data€Concerning€Offense€Š \¬ Š€€€€A.€Briefly€describe€facts€of€offense€(include€time,€place,Š 2‚ Š€€€€€€€and€manner€of€death;€weapon,€if€any;€other€participantsŠ X Š€€€€€€€and€nature€of€participation)€Š Ž. Š€€€€B.€Was€there€any€evidence€that€the€defendant€was€impaired€byŠ “  Š€€€€€€€alcohol€or€drugs€at€the€time€of€the€offense?Š Š Ś Š€€€€€€€If€so€describe.€Š ` ° Š€€€€C.€Did€the€defendant€know€the€victim€prior€to€the€offense?€Š 6 †  ŠĢ€€€€€€€Yes€€.......€€€€No€€.......€Š ā 2  Š€€€€€€€1.€If€so,€describe€relationship.€Š ø  Š€€€€€€€2.€Did€the€prior€relationship€in€any€way€precipitate€theŠ ŽŽ  Šoffense?€If€so,€explain.€Š d“  Š€€€€D.€Did€the€victim's€behavior€in€any€way€provoke€the€offense?Š :Š  ŠIf€so,€explain.€Š `  Š€€€€E.€Data€Concerning€Victim€Š ę6 Š€€€€€€€1.€Name€Š ¼  Š€€€€€€€2.€Date€of€Birth€Š ’ā Š€€€€€€€3.€Sex€Š hø Š€€€€€€€4.€Race€Š >Ž Š€€€€€€€5.€Length€of€time€in€community€Š d Š€€€€€€€6.€Reputation€in€community€Š ź: Š€€€€F.€Any€Other€Significant€Data€About€Offense€Š Ą ŠĢIII.€A.€Plea€Entered€by€Defendant:€Š l¼ Š€€€€€Not€guilty€€.....;€guilty€€.....;€not€criminally€Š B’ Š€€€€€responsible€€.....€Š h Š€€€€€B.€Mode€of€Trial:€Š ī> Š€€€€€€€€Court€€.....€Jury€€.....€Š Ä Š€€€€€If€there€was€a€jury€trial,€did€defendant€challenge€the€juryŠ šź Š€€€€€selection€or€composition?€€If€so,€explain.€Š pĄ  Š€€€€€C.€Counsel€Š F –! Š€€€€€€€1.€Name€Š !l" Š€€€€€€€2.€Address€Š ņ!B# Š€€€€€€€3.€Appointed€or€retained€Š Č"$ Š€€€€€€€€€€(If€more€than€one€attorney€represented€defendant,Š ž#ī% Š€€€€€€€€€€provide€data€on€each€and€include€stage€of€proceeding€atŠ t$Ä& Š€€€€€€€€€€which€the€representation€was€furnished.)€Š J%š ' Š€€€€D.€Pre-Trial€Publicity€-€Did€defendant€request€a€mistrial€orŠ  &p!( Š€€€€€€€a€change€of€venue€on€the€basis€of€publicity?€€If€so,€Š ö&F") Š€€€€€€€explain.€€Attach€copies€of€any€motions€made€and€exhibitsŠ Ģ'#* Š€€€€€€€filed.€Š ¢(ņ#+ Š€€€€E.€Was€defendant€charged€with€other€offenses€arising€out€ofŠ x)Č$, Š€€€€€€€the€same€incident?€€If€so,€list€charges;€state€whetherŠ N*ž%- Š€€€€€€€they€were€tried€at€same€proceeding,€and€give€disposition.€Š $+t&. ŠĢIV.€Data€Concerning€Sentencing€Proceeding€Š Š, (0 Š€€€€A.€List€aggravating€circumstance(s)€upon€which€State€reliedŠ ¦-ö(1 Š€€€€€€€in€the€pretrial€notice.€Š |.Ģ)2 Š€€€€B.€Was€the€proceeding€conducted€Š ° Š€€€€€€€before€same€judge€as€trial?€€€€€€€€€€€€€€€€€€.......€Š †Ö Š€€€€€€€before€same€jury?€€€€€€€€€€€€€€€€€€€€€€€€€€€€.......€€Š \¬ Š€€€€€€€If€the€sentencing€proceeding€was€conducted€before€a€juryŠ 2‚ Š€€€€€€€other€than€the€trial€jury,€did€the€defendant€challenge€theŠ X Š€€€€€€€selection€or€composition€of€the€jury?€€If€so,€explain.€Š Ž. Š€€€€C.€Counsel€-€If€counsel€at€sentencing€was€different€fromŠ “  Š€€€€€€€trial€counsel,€give€information€requested€in€III€C€above.€Š Š Ś Š€€€€D.€Which€aggravating€and€mitigating€circumstances€were€raisedŠ ` ° Š€€€€€€€by€the€evidence?€Š 6 †  Š€€€€E.€On€which€aggravating€and€mitigating€circumstances€were€theŠ  \  Š€€€€€€€€jury€instructed?€Š ā 2  Š€€€€F.€Sentence€imposed:€€€€€€€€€€€€€Life€imprisonment€Š ø  Š€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€Death€Š ŽŽ  Š€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€Life€imprisonment€withoutŠ d“  Š€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€the€possibility€of€parole€Š :Š  ŠV.€Chronology€Š `  Š€€€Date€of€Offense€Š ę6 Š€€€Arrest€Š ¼  Š€€€Charge€Š ’ā Š€€€Notification€of€intention€to€seek€penalty€of€death€Š hø Š€€€Trial€(guilt/innocence)€-€began€and€ended€Š >Ž Š€€€Post-trial€Motions€Disposed€of€Š d Š€€€Sentencing€Proceeding€-€began€and€ended€Š ź: Š€€€Sentence€Imposed€Š Ą ŠVI.€Recommendation€of€Trial€Court€As€To€Whether€Imposition€ofŠ –ę Š€€€€Sentence€of€Death€is€Justified.€Š l¼ ŠVII.€€A€copy€of€the€Findings€and€Sentencing€Determination€made€inŠ B’ Š€€€€€€this€action€is€attached€to€and€made€a€part€of€this€report.€Š h Š€€€€€€€€€€€€€€€€€€€€............................................Š ī> Š€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€Judge€€€€€€€€€€€€€€€€€€Š Ä ŠĢ€€€€Š pĄ  Šą@¤¤#ģąCERTIFICATION€ˆŠ F –! ŠĢ€€€€I€certify€that€on€the€€........€day€of€....................,€Š ņ!B# Š€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€(month)Š Č"$ ŠĢ......,€I€sent€copies€of€this€report€to€counsel€for€the€partiesŠ t$Ä& Š€yearŠ J%š ' ŠĢfor€comment€and€have€attached€any€comments€made€by€them€to€thisŠ ö&F") ŠĢreport.€Š ¢(ņ#+ ŠĢ€€€€€€€€€€€€€€€€€€€€€€€..........................................Š N*ž%- Š€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€Judge€€€€€€€€€€€€€€€€€€Š $+t&. ŠÓÓĢWithin€five€days€after€receipt€of€the€report,€the€parties€mayŠ ¦-ö(1 Šsubmit€to€the€judge€written€comments€concerning€the€factualŠ ° Šaccuracy€of€the€report.€€The€judge€promptly€shall€file€with€theŠ \¬ Šclerk€of€the€trial€court€and€with€the€Clerk€of€the€Court€ofŠ X ŠAppeals€the€report€in€final€form,€noting€any€changes€made,Š “  Štogether€with€any€comments€of€the€parties.€€Š ` ° ŠÓÓCommittee€note:€€The€report€of€the€judge€is€filed€whenever€aŠ  \  Šsentence€of€death€is€sought,€regardless€of€the€sentence€imposed.Š ā 2  ŠĢSource:€€This€Rule€is€derived€from€former€Rule€772A,€with€theŠ ŽŽ  Šexception€of€sections€(c)€and€(d),€which€are€new,€and€section€ņ ņ(f)ó óŠ d“  Šū’’dū(g)ü’’dü,€which€is€derived€from€former€Rule€772€d€and€M.D.R.€772€c.Š :Š  ŠĢĢą  ąRule€4„343€was€accompanied€by€the€following€Reporterššs€Note.Š ¼  ŠĢŅ` °ŅŅ` °Ņą ø ąThe€Stephanie€Roper€Committee,€Inc.,€hasŠ hø Šrequested€that€provisions€be€added€to€Rule€4„Š >Ž Š343€concerning€notice€and€the€right€ofŠ d Švictimsšš€representatives€to€address€the€courtŠ ź: Šor€jury€at€sentencing.Š Ą ŠĢą ø ąThe€Rules€Committee€recommends€proposedŠ l¼ Šamendments€to€Rule€4„343€that€track€theŠ B’ Šproposed€amendments€to€Rule€2„342,€except€forŠ h Šthe€inclusion€of€references€to€Code,€CriminalŠ ī> ŠProcedure€Article,€šš11„404,€which€isŠ Ä Šapplicable€when€the€defendant€has€elected€toŠ šź Šbe€sentenced€by€a€jury.Š pĄ  ŠĢą ø ąAdditionally,€an€internal€reference€inŠ !l" Šsection€(j)€is€amended€to€conform€to€theŠ ņ!B# Šproposed€addition€of€section€(e)€to€Rule€4„Š Č"$ Š342.Š ž#ī% ŠĢĢŅ°` ŅŅ°` ŅÓÓą  ąJudge€Johnson€explained€that€a€change€similar€to€the€newŠ  &p!( Šlanguage€being€proposed€in€Rule€4„342€is€also€being€proposed€forŠ Ģ'#* ŠRule€4„343.€€Judge€McAuliffe€suggested€that€a€Committee€note€beŠ x)Č$, Šadded€to€the€Rule€concerning€the€right€of€the€victimššsŠ $+t&. Šrepresentative€to€allocute.€€Victim€impact€testimony€in€capitalŠ Š, (0 Šcases€used€to€be€prohibited,€but€the€restriction€was€reversed€inŠ |.Ģ)2 Špart€by€the€U.S.€Supreme€Court.€€The€concern€is€that€the€victimššsŠ ° Šrepresentative€may€go€too€far€in€addressing€the€jury,€and€dueŠ \¬ Šprocess€problems€would€result.€€The€Committee€note€could€be€addedŠ X Šafter€subsection€(f)(2)€and€reads€as€follows:Š “  ŠŅ` °ŅŅ` °ŅÓÓą ø ąPursuant€to€šš11„404€of€the€CriminalŠ ` ° ŠProcedure€Article,€the€court€may€hold€aŠ 6 †  Šhearing€outside€the€presence€of€the€jury€toŠ  \  Šdetermine€whether€a€victimššs€representativeŠ ā 2  Šmay€present€an€oral€address€to€the€jury€andŠ ø  Šmay€limit€any€unduly€prejudicial€portion€ofŠ ŽŽ  Šthe€proposed€oral€statement.€€See€ņņPayne€v.Š d“  ŠTennesseeóó,€501€U.S.€808€(1991)€generallyŠ @  Špermitting€victimššs€family€members€to€provideŠ l  Šinformation€concerning€the€individuality€ofŠ ņB Šthe€victim€and€the€impact€of€the€crime€on€theŠ Č Švictimššs€survivors€to€the€extent€that€theŠ žī Špresentation€does€not€offend€the€Due€processŠ tÄ ŠClause€of€the€Fourteenth€Amendment,€butŠ Jš Šleaving€undisturbed€a€prohibition€againstŠ  p Šinformation€concerning€a€victimššs€familyŠ öF Šmemberššs€characterization€of€and€opinionsŠ Ģ Šabout€the€crime,€the€defendant,€and€theŠ ¢ņ Šappropriate€sentence.Š xČ ŠĢĢŅ°` ŅŅ°` ŅÓÓą  ąJudge€McAuliffe€moved€that€the€Committee€note€be€added,€theŠ śJ Šmotion€was€seconded,€and€it€passed€unanimously.€€The€CommitteeŠ ¦ö Šapproved€the€Rule€as€amended.Š R ¢! ŠÓÓĢAgenda€Item€2.€€Consideration€of€certain€rules€changes€proposedŠ Ō"$$ Š€€by€the€Discovery€Subcommittee€„€Amendments€to:€Rule€2„402Š Ŗ#ś% Š€€(Scope€of€Discovery),€Rule€2„411€(Deposition€„€Right€to€Take),Š €$Š& Š€€Rule€2„412€(Deposition€„€Notice),€Rule€2„415€(Deposition€„Š V%¦ ' Š€€Procedure),€Rule€2„504€(Scheduling€Order);€ConformingŠ ,&|!( Š€€amendments€to:€Rule€2„419€(Deposition€„€Use),€Rule€2„432Š 'R") Š€€(Motion€Upon€Failure€to€Ō_ŌProvideŌ_Ō€Discovery),€Rule€4„261Š Ų'(#* Š€€(Depositions),€Rule€16„808€(Proceedings€Before€Commission),Š ®(ž#+ Š€€Form€No.€3€(General€Interrogatories),€and€Form€No.€7€(MotorŠ „)Ō$, Š€€Vehicle€Tort€Interrogatories)Š Z*Ŗ%- Š_________________________________________________________________Š 0+€&. ŠĢĢÓÓą  ąThe€Vice€Chair€said€that€a€package€of€Rules€pertaining€toŠ ²-)1 Šdiscovery€issues,€some€of€which€originally€had€been€generated€byŠ ° Šthe€Trial€Subcommittee€when€H.€Thomas€Howell,€Esq.€was€chair€orŠ \¬ Šit,€will€be€presented€today.€€The€Vice€Chair€presented€Rules€Š X Š2„402,€Scope€of€Discovery,€2„432,€Motions€Upon€Failure€to€ProvideŠ “  ŠDiscovery,€and€16„808,€Proceedings€Before€Commission,€for€theŠ ` ° ŠCommitteeššs€consideration.€€€Š  \  ŠŅ` °ŅŅ` °ŅÓÓĢĢą ø ąą  ąą h ąą Ą ą€€ąH\ \ °ąMARYLAND€RULES€OF€PROCEDUREˆŠ d“  ŠĢą ø ąą  ąą h ąą Ą ą€€ąHP P °ąTITLE€2€„€CIVIL€PROCEDURE„„CIRCUIT€COURTˆŠ `  ŠĢą ø ąą  ąą h ąą Ą ą€€ąHLL°ąCHAPTER€400€„€DISCOVERYˆŠ ¼  ŠĢĢą ø ąAMEND€Rule€2„402€to€add€a€new€provisionŠ >Ž Šconcerning€time€limitations€on€the€length€ofŠ d Šdepositions,€to€expand€the€scope€of€discoveryŠ ź: Šby€interrogatory€concerning€expert€witnesses,Š Ą Što€specify€that€any€discovery€beyondŠ –ę Šinterrogatories€concerning€expert€witnessesŠ l¼ Šwill€consist€of€depositions,€to€add€certainŠ B’ Šprovisions€concerning€expert€witness€fees,Š h Šand€to€add€a€Committee€note,€as€follows:Š ī> ŠĢĢRule€2„402.€€SCOPE€OF€DISCOVERYŠ pĄ  Šą ø ąĢĢą ø ąUnless€otherwise€limited€by€order€of€theŠ ņ!B# Šcourt€in€accordance€with€these€rules,€theŠ Č"$ Šscope€of€discovery€is€as€follows:Š ž#ī% ŠĢ€€(a)€€GenerallyŠ J%š ' ŠĢą ø ą€€A€party€may€obtain€discovery€regardingŠ ö&F") Šany€matter,€not€privileged,€including€theŠ Ģ'#* Šexistence,€description,€nature,€custody,Š ¢(ņ#+ Šcondition,€and€location€of€any€documents€orŠ x)Č$, Šother€tangible€things€and€the€identity€andŠ N*ž%- Šlocation€of€persons€having€knowledge€of€anyŠ $+t&. Šdiscoverable€matter,€if€the€matter€sought€isŠ ś+J'/ Šrelevant€to€the€subject€matter€involved€inŠ Š, (0 Šthe€action,€whether€it€relates€to€the€claimŠ ¦-ö(1 Šor€defense€of€the€party€seeking€discovery€orŠ |.Ģ)2 Što€the€claim€or€defense€of€any€other€party.€Š ° ŠIt€is€not€ground€for€objection€that€theŠ †Ö Šinformation€sought€is€already€known€to€orŠ \¬ Šotherwise€obtainable€by€th€party€seekingŠ 2‚ Šdiscovery€or€that€the€information€will€beŠ X Šinadmissible€at€the€trial€if€the€informationŠ Ž. Šsought€appears€reasonably€calculated€to€leadŠ “  Što€the€discovery€of€admissible€evidence.€€AnŠ Š Ś Šinterrogatory€or€deposition€questionŠ ` ° Šotherwise€proper€is€not€objectionable€merelyŠ 6 †  Šbecause€the€response€involves€an€opinion€orŠ  \  Šcontention€that€relates€to€fact€or€theŠ ā 2  Šapplication€of€law€to€fact.Š ø  ŠĢ€€ņņ(b)€€LimitationsóóŠ d“  ŠĢą ø ą€ņņBy€order,€the€court€may€alter€theŠ `  Šlimits€in€these€rules€on€the€number€ofŠ ę6 Šdepositions€and€interrogatories€or€the€lengthŠ ¼  Šof€depositions€under€Rule€2„411.€€By€order,Š ’ā Šthe€court€may€also€limit€the€number€ofŠ hø Šrequests€for€admissions€under€Rule€2„424.€Š >Ž ŠThe€court€shall€limit€the€frequency€or€extentŠ d Šof€use€of€the€discovery€methods€otherwiseŠ ź: Špermitted€under€these€rules€if€it€determinesŠ Ą Šthat€(1)€the€discovery€sought€is€unreasonablyŠ –ę Šcumulative€or€duplicative€or€is€obtainableŠ l¼ Šfrom€some€other€source€that€is€moreŠ B’ Šconvenient,€less€burdensome,€or€lessŠ h Šexpensive;€(2)€the€party€seeking€discoveryŠ ī> Šhas€had€ample€opportunity€by€discovery€in€theŠ Ä Šaction€to€obtain€the€information€sought;€orŠ šź Š(3)€the€burden€or€expense€of€the€proposedŠ pĄ  Šdiscovery€outweighs€its€likely€benefit,Š F –! Štaking€into€account€the€needs€of€the€case,Š !l" Šthe€amount€in€controversy,€the€partiesššŠ ņ!B# Šresources,€the€importance€of€the€issues€atŠ Č"$ Šstake€in€the€litigation,€and€the€importanceŠ ž#ī% Šof€the€proposed€discovery€in€resolving€theŠ t$Ä& Šissues.€€The€court€may€act€on€its€ownŠ J%š ' Šinitiative€after€reasonable€notice€orŠ  &p!( Špursuant€to€a€motion€under€Rule€2„403.óóŠ ö&F") ŠĢ€€ņ ņ(b)ó ó€ņņ(c)óó€Insurance€AgreementŠ ¢(ņ#+ ŠĢą ø ą€€A€party€may€obtain€discovery€of€theŠ N*ž%- Šexistence€and€contents€of€any€insuranceŠ $+t&. Šagreement€under€which€any€person€carrying€onŠ ś+J'/ Šan€insurance€business€might€be€liable€toŠ Š, (0 Šsatisfy€part€or€all€of€a€judgment€that€mightŠ ¦-ö(1 Šbe€entered€in€the€action€or€to€indemnify€orŠ |.Ģ)2 Šreimburse€for€payments€made€to€satisfy€theŠ ° Šjudgment.€€Information€concerning€theŠ †Ö Šinsurance€agreement€is€not€by€reason€ofŠ \¬ Šdisclosure€admissible€in€evidence€at€trial.€Š 2‚ ŠFor€purposes€of€this€section,€an€applicationŠ X Šfor€insurance€shall€not€be€treated€as€part€ofŠ Ž. Šan€insurance€agreement.Š “  ŠĢ€€ņ ņ(c)ó ó€ņņ(d)óó€Trial€Preparation€š!š€MaterialsŠ ` ° ŠĢą ø ą€€Subject€to€the€provisions€of€sectionsŠ  \  Šņ ņ(d)ó ó€ņņ(e)óó€and€ņ ņ(e)ó ó€ņņ(f)óó€of€this€Rule,€a€party€mayŠ ā 2  Šobtain€discovery€of€documents€or€otherŠ ø  Štangible€things€prepared€in€anticipation€ofŠ ŽŽ  Šlitigation€or€for€trial€by€or€for€anotherŠ d“  Šparty€or€by€or€for€that€other€partyššsŠ :Š  Šrepresentative€(including€an€attorney,Š `  Šconsultant,€surety,€indemnitor,€insurer,€orŠ ę6 Šagent)€only€upon€a€showing€that€the€materialsŠ ¼  Šare€discoverable€under€section€(a)€of€thisŠ ’ā ŠRule€and€that€the€party€seeking€discovery€hasŠ hø Šsubstantial€need€for€the€materials€in€theŠ >Ž Špreparation€of€the€case€and€is€unable€withoutŠ d Šundue€hardship€to€obtain€the€substantialŠ ź: Šequivalent€of€the€materials€by€other€means.€Š Ą ŠIn€ordering€discovery€of€these€materials€whenŠ –ę Šthe€required€showing€has€been€made,€the€courtŠ l¼ Šshall€protect€against€disclosure€of€theŠ B’ Šmental€impressions,€conclusions,€opinions,€orŠ h Šlegal€theories€of€an€attorney€or€otherŠ ī> Šrepresentative€of€a€party€concerning€theŠ Ä Šlitigation.Š šź ŠĢ€€ņ ņ(d)ó ó€ņņ(e)óó€Trial€Preparation€š!š€Partyššs€or€Š F –! ŠWitnessšš€Own€StatementŠ !l" ŠĢą ø ą€€A€party€may€obtain€a€statementŠ Č"$ Šconcerning€the€action€or€its€subject€matterŠ ž#ī% Špreviously€made€by€that€party€without€theŠ t$Ä& Šshowing€required€under€section€ņ ņ(c)ó ó€ņņ(d)óó€ofŠ J%š ' Šthis€Rule.€€A€person€who€is€not€a€party€mayŠ  &p!( Šobtain,€or€may€authorize€in€writing€a€partyŠ ö&F") Što€obtain,€a€statement€concerning€the€actionŠ Ģ'#* Šor€its€subject€matter€previously€made€by€thatŠ ¢(ņ#+ Šperson€without€the€showing€required€underŠ x)Č$, Šsection€ņ ņ(c)ó ó€ņņ(d)óó€of€this€Rule.€€For€purposesŠ N*ž%- Šof€this€section,€a€statement€previously€madeŠ $+t&. Šis€(1)€a€written€statement€signed€orŠ ś+J'/ Šotherwise€adopted€or€approved€by€the€personŠ Š, (0 Šmaking€it,€or€(2)€a€stenographic,€mechanical,Š ¦-ö(1 Šelectrical,€or€other€recording,€or€aŠ |.Ģ)2 Štranscription€thereof,€that€is€aŠ ° Šsubstantially€verbatim€recital€of€an€oralŠ †Ö Šstatement€by€the€person€making€it€andŠ \¬ Šcontemporaneously€recorded.Š 2‚ ŠĢ€€ņ ņ(e)ó ó€ņņ(f)óó€Trial€Preparation„„ExpertsŠ Ž. ŠĢ€€€€(1)€€Expected€to€Be€Called€at€TrialŠ Š Ś ŠĢą ø ą€€€€Discovery€of€ņņtheóó€findings€andŠ 6 †  Šopinions€of€expertsņ ņ,€otherwise€discoverableŠ  \  Šunder€the€provisions€of€section€(a)€of€thisŠ ā 2  ŠRule€and€acquired€or€developed€inŠ ø  Šanticipation€of€litigation€or€for€trial,ó ó€mayŠ ŽŽ  Šbe€obtained€ņ ņwithout€the€showing€requiredŠ d“  Šunder€section€(c)€of€this€Rule€onlyó ó€asŠ :Š  Šfollows:€€(A)€ņ ņAó ó€ņņaóó€party€by€interrogatoriesŠ `  Šmay€require€any€other€party€to€identify€eachŠ ę6 Šperson€whom€the€other€party€expects€to€callŠ ¼  Šas€an€expert€witness€at€trial,€to€state€theŠ ’ā Šsubject€matter€on€which€the€expert€isŠ hø Šexpected€to€testify,€to€state€the€substanceŠ >Ž Šof€the€findings€and€the€opinions€to€which€theŠ d Šexpert€is€expected€to€testify€and€a€summaryŠ ź: Šof€the€grounds€for€each€opinion,€and€toŠ Ą Šproduce€any€written€report€made€by€the€expertŠ –ę Šconcerning€ņ ņthoseó ó€ņņthe€expert'sóó€findings€andŠ l¼ Šopinions;€(B)€ņņwith€respect€to€an€expert€whoseŠ B’ Šfindings€and€opinions€were€acquired€or€obtainŠ h Šin€anticipation€of€litigation€for€for€trial,Š ī> Ša€party€by€interrogatories€may€also€requireŠ Ä Šthe€other€party€to€summarize€theŠ šź Šqualifications€of€the€expert,€to€produce€anyŠ pĄ  Šavailable€list€of€publication€written€by€theŠ F –! Šexpert,€and€to€state€the€terms€of€theŠ !l" Šexpertššs€compensation;€and€(C)óó€a€party€mayŠ ņ!B# Šņ ņobtain€further€discovery,€by€deposition€orŠ Č"$ Šotherwise,€of€the€findings€and€opinions€toŠ ž#ī% Šwhich€an€expert€is€expected€to€testifyó ó€ņņtakeŠ t$Ä& Šthe€deposition€of€an€expert€expected€to€beŠ J%š ' Šcalled€as€a€witnessóó€at€trialņ ņ,€including€anyŠ  &p!( Šwritten€reports€made€by€the€expert€concerningŠ ö&F") Šthose€findings€and€opinionsó ó.Š Ģ'#* ŠĢ€€€€(2)€€Not€Expected€to€Be€Called€at€TrialŠ x)Č$, ŠĢą ø ą€€€€When€an€expert€has€been€retained€byŠ $+t&. Ša€party€in€anticipation€of€litigation€orŠ ś+J'/ Špreparation€for€trial€but€is€not€expected€toŠ Š, (0 Šbe€called€as€a€witness€at€trial,€discovery€ofŠ ¦-ö(1 Šthe€identity,€findings,€and€opinions€of€theŠ |.Ģ)2 Šexpert€may€be€obtained€only€if€a€showing€ofŠ ° Šthe€kind€required€by€section€ņ ņ(c)ó ó€ņņ(d)óó€of€thisŠ †Ö ŠRule€is€made.Š \¬ ŠĢ€€€€(3)€€Fees€and€ExpensesŠ X ŠĢ€€€€€€€€€Unless€manifest€injustice€wouldŠ “  Šresult,€ņ ņ(A)ó ó€the€court€shall€require€that€theŠ Š Ś Šparty€seeking€discovery€pay€the€expert€aŠ ` ° Šreasonable€fee€for€time€spent€in€ņ ņrespondingŠ 6 †  Što€discovery€under€subsections€(e)(1)(B)€andŠ  \  Š(e)(2)€of€this€Rule;€and€(B)€with€respect€toŠ ā 2  Šdiscovery€obtained€under€subsection€(e)(1)(B)Š ø  Šof€this€Rule€the€court€may€require,€and€withŠ ŽŽ  Šrespect€to€discovery€obtained€underŠ d“  Šsubsection€(e)(2)€of€this€Rule€the€courtŠ :Š  Šshall€require,€the€party€seeking€discovery€toó óŠ `  Šņņ(A)€attending€a€deposition€and€for€time€andŠ ę6 Šexpenses€reasonably€incurred€in€travel€to€andŠ ¼  Šfrom€the€deposition€and€(B)€preparing€for€andŠ ’ā Šresponding€to€discovery€with€respect€toŠ hø Šdiscovery€obtained€under€subsection€(f)(2)€ofŠ >Ž Šthis€Ruleóó€ņ ņpay€the€other€party€a€fair€portionŠ d Šof€the€fees€and€expenses€reasonably€incurredŠ ź: Šby€he€latter€party€in€obtaining€findings€andŠ Ą Šopinions€from€expertsó ó.€€ņņUnless€manifestŠ –ę Šinjustice€would€result,€a€party€seekingŠ l¼ Šdiscovery€shall€not€be€required€to€pay€a€feeŠ B’ Što€an€expert€witness€for€attending€aŠ h Šdeposition€under€subsection€(f)(1)(B)€of€thisŠ ī> ŠRule€that€exceeds€the€hourly€rate€charged€byŠ Ä Šthat€expert€for€time€spent€preparing€for€theŠ šź Šdeposition,€and€an€expert's€fee€for€timeŠ pĄ  Šspent€preparing€for€a€deposition€underŠ F –! Šsubsection€(f)(1)(B)€shall€be€charged€to€theŠ !l" Šparty€retaining€the€expert.óóŠ ņ!B# ŠĢSource:€€This€Rule€is€derived€as€follows:Š ž#ī% Š€€Section€(a)€is€derived€from€former€Rule€400Š t$Ä& Šc€and€FRCP€33€(b).Š J%š ' Š€€ņņSection€(b)€is€new€and€is€derived€fromŠ  &p!( ŠFederal€Rule€26€(b)(2).óóŠ ö&F") Š€€Section€ņ ņ(b)ó ó€ņņ(c)óó€is€new€and€is€derived€fromŠ Ģ'#* ŠFRCP€26€(b)(2).Š ¢(ņ#+ Š€€Section€ņ ņ(c)ó ó€ņņ(d)óó€is€derived€from€former€RuleŠ x)Č$, Š400€d.Š N*ž%- Š€€Section€ņ ņ(d)ó ó€ņņ(e)óó€is€derived€from€former€RuleŠ $+t&. Š400€e.Š ś+J'/ Š€€Section€ņ ņ(e)ó ó€ņņ(f)óóŠ Š, (0 Š€€€€Subsection€(1)€is€derived€from€FRCP€26Š ¦-ö(1 Š(b)(4)€and€former€Rule€400€f.Š |.Ģ)2 Š€€€€Subsection€(2)€is€derived€from€FRCP€26Š ° Š(b)(4)€and€former€Rule€U12€b.Š †Ö Š€€€€Subsection€(3)€is€derived€from€FRCP€26Š \¬ Š(b)(4).Š 2‚ ŠĢĢŅ°` ŅŅ°` Ņą  ąRule€2„402€was€accompanied€by€the€following€Reporterššs€Note.Š “  ŠĢĢŅ` °ŅŅ` °Ņą ø ąThe€Discovery€Subcommittee€recommendsŠ 6 †  Šthe€addition€of€a€limitations€provision€inŠ  \  Šsection€(b)€allowing€the€court€to€alter€theŠ ā 2  Šlimits€provided€for€in€the€Discovery€Rules.€Š ø  ŠThis€provision€is€derived€from€Federal€RuleŠ ŽŽ  Š26€(b)(2).Š d“  ŠĢą ø ąRule€2„402€(f)(1)€is€amended€in€threeŠ `  Šrespects.€€First,€the€language€š šacquired€orŠ ę6 Šdeveloped€in€anticipation€of€litigation€orŠ ¼  Šfor€trialšš€has€been€deleted€to€eliminate€theŠ ’ā Šdistinction€between€an€expert€who€wasŠ hø Šautomatically€involved€in€the€case€and€oneŠ >Ž Šspecifically€acquired€to€testify€for€theŠ d Štrial.€€This€solves€the€problem€in€the€caseŠ ź: Šof€ņņDorsey€v.€Noldóó,€362€Md.€241€(2001),€inŠ Ą Šwhich€the€court€made€that€distinction€inŠ œģ Šterms€of€the€medical€examiner€in€a€case€whoŠ rĀ Šdid€not€develop€his€opinion€as€to€the€causeŠ H˜ Šof€death€in€anticipation€of€litigation€or€forŠ n Štrial€and€thus€did€not€have€to€be€disclosedŠ ōD Što€the€other€side€as€a€witness.€€Second,Š Ź Šsubsection€(f)(1)(A)€is€expanded€so€as€toŠ  š Šenable€a€party€to€discover€by€interrogatoryŠ vĘ  Šthe€expertššs€qualifications,€any€availableŠ L œ! Šlist€of€publications€written€by€the€expert,Š "!r" Šand€the€terms€of€the€expertššs€compensation,Š ų!H# Šincluding€hourly€rates.€€This€discovery€isŠ Ī"$ Šsimilar€to€the€disclosures€set€forth€inŠ ¤#ō% ŠF.R.C.P.€26€(a)(2)(B).€€Third,€subsectionŠ z$Ź& Š(f)(1)(B)€is€narrowed€and€clarified€in€orderŠ P%  ' Što€specify€that€further€discovery€(beyondŠ &&v!( Šinterrogatories)€will€consist€of€theŠ ü&L") Šdeposition€of€the€expert€that€another€partyŠ Ņ'"#* Šexpects€to€call€at€trial.€€See€Fed.€R.€Civ.Š Ø(ų#+ ŠP.€26€(b)(4)(A),€allowing€a€party€to€š šdeposeŠ ~)Ī$, Šany€person€who€has€been€identified€as€anŠ T*¤%- Šexpert€whose€opinions€may€be€presented€atŠ *+z&. Štrial.ššŠ ,P'/ ŠĢą ø ąRule€2„402€(f)(3)€is€amended€withŠ ¬-ü(1 Šrespect€to€the€allocation€of€expert€fees€andŠ ‚.Ņ)2 Šexpenses.€€The€fee€and€expense€provisions€setŠ ° Šforth€in€the€proposed€amendment€areŠ †Ö Šapplicable€"unless€manifest€injustice€wouldŠ \¬ Šresult."€€Subsection€(f)(3)(A)€is€reorganizedŠ 2‚ Šso€as€to€apply€only€to€depositions€takenŠ X Šunder€subsection€(f)(1)(B).€€Instead€of€theŠ Ž. Švague€allowance€of€a€fee€for€time€spent€"inŠ “  Šresponding€to€discovery,"€subsectionŠ Š Ś Š(f)(1)(B)€authorizes€a€fee€only€for€time€inŠ ` ° Šattending€the€deposition€and€in€travel€to€andŠ 6 †  Šfrom€the€deposition,€plus€travel€expenses.€Š  \  ŠSubsection€(f)(3)€further€limits€the€rateŠ ā 2  Šthat€a€party€seeking€discovery€must€pay€to€anŠ ø  Šexpert€for€attending€a€deposition€underŠ ŽŽ  Šsubsection€(f)(1)(B)€to€the€hourly€rateŠ d“  Šcharged€by€the€expert€for€time€spentŠ :Š  Špreparing€for€the€deposition.€€TheŠ `  Šresponsibility€for€the€expert's€fee€for€timeŠ ę6 Šspent€preparing€for€the€deposition€is€imposedŠ ¼  Šupon€the€party€retaining€the€expert.€€ThisŠ ’ā Šconforms€to€the€policy€reflected€in€LocalŠ hø ŠRule€104.11.€a.€of€the€Rules€of€the€UnitedŠ >Ž ŠStates€District€Court€for€the€District€ofŠ d ŠMaryland.Š ź: ŠĢĢĢĢĢĢĢĢą@˜ ˜ ģąMARYLAND€RULES€OF€PROCEDUREˆŠ pĄ  ŠĢą@  ģąTITLE€2€„€CIVIL€PROCEDURE€„„€CIRCUIT€COURTˆŠ !l" ŠĢą@ˆˆģąCHAPTER€400€„€DISCOVERYˆŠ Č"$ ŠĢĢĢą ø ąAMEND€2„432€(c)€for€conformity€withŠ  &p!( Šproposed€amendments€to€Rule€2„402,€asŠ ö&F") Šfollows:Š Ģ'#* ŠĢĢRule€2-432.€€MOTIONS€UPON€FAILURE€TO€PROVIDEŠ N*ž%- ŠDISCOVERY€Š $+t&. ŠĢĢ€€€.€.€.Š ¦-ö(1 ŠŠ |.Ģ)2 Š€€(c)€€By€Nonparty€to€Compel€Production€ofŠ ° ŠStatementŠ †Ö ŠĢą ø ą€€If€a€party€fails€to€comply€with€aŠ 2‚ Šrequest€of€a€nonparty€made€pursuant€to€RuleŠ X Š2-402€ņ ņ(d)ó ó€ņņ(e)óó€for€production€of€a€statement,Š Ž. Šthe€nonparty€may€move€for€an€order€compellingŠ “  Šits€production.Š Š Ś ŠĢ€€€.€.€.Š 6 †  ŠĢĢŅ°` ŅŅ°` Ņą  ąRule€2„432€was€accompanied€by€the€following€Reporterššs€Note.Š ø  ŠĢŅ` °ŅŅ` °Ņą ø ąThe€proposed€amendment€to€Rule€2„432Š d“  Šconforms€the€Rule€to€proposed€changes€to€RuleŠ :Š  Š2„402.Š `  ŠĢĢĢĢĢĢĢŌ‡ XäöXXX09Ōą@˜ ˜ ģąMARYLAND€RULES€OF€PROCEDUREˆŠ Ą ŠĢą@Œ Œ ģąTITLE€16€„€COURTS,€JUDGES,€AND€ATTORNEYSˆŠ l¼ ŠĢą@˜ ˜ ģąCHAPTER€800€„€MISCELLANEOUSˆŠ h ŠĢĢą ø ąAMEND€Rule€16„808€(g)(1)€for€conformityŠ šź Šwith€proposed€amendments€to€Rule€2„402,€asŠ pĄ  Šfollows:Š F –! ŠĢĢRule€16-808.€€PROCEEDINGS€BEFORE€COMMISSION€Š Č"$ ŠĢĢ€€€.€.€.Š J%š ' ŠĢ€€(g)€€Exchange€of€InformationŠ ö&F") ŠĢ€€€€(1)€€Upon€request€of€the€judge€at€anyŠ ¢(ņ#+ Štime€after€service€of€charges€upon€the€judge,Š x)Č$, ŠInvestigative€Counsel€shall€promptly€(A)Š N*ž%- Šallow€the€judge€to€inspect€the€CommissionŠ $+t&. ŠRecord€and€to€copy€all€evidence€accumulatedŠ ś+J'/ Šduring€the€investigation€and€all€statementsŠ Š, (0 Šas€defined€in€Rule€2-402€ņ ņ(d)ó ó€ņņ(e)óó€and€(B)Š ¦-ö(1 Šprovide€to€the€judge€summaries€or€reports€ofŠ |.Ģ)2 Šall€oral€statements€for€whichŠ ° Šcontemporaneously€recorded€substantiallyŠ †Ö Šverbatim€recitals€do€not€exist,€and€€Š \¬ ŠĢ€€€€(2)€€Not€later€than€30€days€before€theŠ X Šdate€set€for€the€hearing,€InvestigativeŠ Ž. ŠCounsel€and€the€judge€shall€each€provide€toŠ “  Šthe€other€a€list€of€the€names,€addresses,€andŠ Š Ś Štelephone€numbers€of€the€witnesses€that€eachŠ ` ° Šintends€to€call€and€copies€of€the€documentsŠ 6 †  Šthat€each€intends€to€introduce€in€evidence€atŠ  \  Šthe€hearing.€€Š ā 2  ŠĢ€€€€(3)€€Discovery€is€governed€by€Title€2,Š ŽŽ  ŠChapter€400€of€these€Rules,€except€that€theŠ d“  ŠChair€of€the€Commission,€rather€than€theŠ :Š  Šcourt,€may€limit€the€scope€of€discovery,Š `  Šenter€protective€orders€permitted€by€RuleŠ ę6 Š2-403,€and€resolve€other€discovery€issues.€€Š ¼  ŠĢ€€€€(4)€€When€disability€of€the€judge€is€anŠ hø Šissue,€on€its€own€initiative€or€on€motion€forŠ >Ž Šgood€cause,€the€Chair€of€the€Commission€mayŠ d Šorder€the€judge€to€submit€to€a€mental€orŠ ź: Šphysical€examination€pursuant€to€Rule€2-423.€€Š Ą ŠĢ€€€.€.€.Š l¼ ŠĢĢŅ°` ŅŅ°` Ņą  ąRule€16„808€was€accompanied€by€the€following€ReporterššsŠ ī> ŠĢNote.Š šź ŠĢĢŅ` °ŅŅ` °Ņą ø ąThe€proposed€amendment€to€Rule€16„808Š !l" Šconforms€the€Rule€to€proposed€changes€to€RuleŠ ņ!B# Š2„402.Š Č"$ ŠŌ#†X09XX Xäö^ƒ#ŌĢĢŅ°` ŅŅ°` ŅÓÓą  ąThe€Vice€Chair€pointed€out€that€new€section€(b)€allows€theŠ J%š ' Šcourt€to€impose€limits€on€the€number€of€depositions€andŠ ö&F") Šinterrogatories€or€the€length€of€depositions.€€The€new€provisionŠ ¢(ņ#+ Šis€Federal€Rule€of€Civil€Procedure€(Fed.€R.€Civ.€P.)€26€(b)(2)Š N*ž%- Šverbatim.€€The€new€language€lists€the€criteria€the€court€can€useŠ ś+J'/ Šin€making€the€decision€to€limit€discovery.€€The€court€may€act€onŠ ¦-ö(1 Šits€own€initiative€or€pursuant€to€a€motion€under€Rule€2„403.Š ° ŠÓ€ (#33 Óą  ąMr.€Titus€commented€that€an€arbitrary€judge€can€strip€downŠ \¬ Šdiscovery€routinely€in€scheduling€orders.€€He€expressed€hisŠ X Šdisappointment€that€the€initial€conference€is€not€moreŠ “  Šmeaningful.€€It€could€provide€an€ideal€time€for€the€judge€to€findŠ ` ° Šout€why€it€is€necessary€to€have€so€many€depositions€in€the€case.€Š  \  ŠThe€Vice€Chair€inquired€as€to€why€the€federal€rule€does€not€referŠ ø  Što€requests€for€production€of€documents.€€Mr.€Maloney€respondedŠ d“  Šthat€the€local€federal€rules€provide€for€an€express€limitation€onŠ `  Šproduction€of€documents.€€The€Chair€suggested€that€language€beŠ ¼  Šadded€to€section€(b)€providing€for€limits€on€requests€forŠ hø Šproduction€of€documents.€€€Š d Šą  ąMr.€Sykes€questioned€as€to€what€gives€parties€the€right€toŠ Ą Šrespond€after€reasonable€notice.€€Does€the€last€sentence€ofŠ l¼ Šsection€(b)€mean€after€reasonable€notice€and€the€opportunity€toŠ h Šrespond?€€He€suggested€that€the€language€š šin€a€particular€caseššŠ Ä Šbe€added€after€the€words€š š[b]y€orderšš€and€that€the€Rule€provideŠ pĄ  Šthat€the€court€may€act€on€its€own€initiative€after€reasonableŠ !l" Šnotice€and€an€opportunity€for€parties€to€be€heard.€€The€ViceŠ Č"$ ŠChair€said€that€the€Subcommittee€was€in€agreement€with€theseŠ t$Ä& Šsuggestions.€€She€asked€whether€adding€the€phrase€š šan€opportunityŠ  &p!( Što€be€heardšš€requires€that€a€hearing€be€held.€€Mr.€Sykes€answeredŠ Ģ'#* Šthat€there€will€be€a€hearing€if€the€parties€so€request€or€theŠ x)Č$, Šmatter€could€be€settled€in€a€conference.€€Judge€McAuliffeŠ $+t&. Šinquired€if€a€telephone€conference€would€be€sufficient.€€DueŠ Š, (0 Šprocess€requires€notice€and€an€opportunity€to€be€heard.€€Š |.Ģ)2 Šą  ąMr.€Brault€remarked€that€a€problem€exists€because€the€numberŠ ° Šof€depositions€is€not€limited.€€The€Rule€should€provide€that€theŠ \¬ Šcourt€may€limit€the€number€of€depositions€or€requests€forŠ X Šproduction€of€documents€or€property€and€may€alter€the€limits€onŠ “  Šinterrogatories€and€the€length€of€depositions.€€Mr.€HochbergŠ ` ° Špointed€out€that€since€Rule€2„311,€Motions,€does€not€require€aŠ  \  Šhearing,€it€might€be€helpful€to€provide€in€section€(b)€of€Rule€2„Š ø  Š402€that€no€hearing€is€required.€€He€inquired€as€to€whether€theŠ d“  Šinterrogatories€should€be€limited€to€one€set.€€Mr.€Titus€repliedŠ `  Šthat€the€1994€amendments€to€Rule€2„124€allow€a€party€to€propoundŠ ¼  Šseveral€sets€of€interrogatories€to€another€party,€provided€thatŠ hø Šthe€total€number€of€interrogatories€to€that€party€is€not€moreŠ d Šthan€30.€€The€second€set€can€be€narrowly€tailored€in€light€of€theŠ Ą Šresponses€to€the€first€set.Š l¼ Šą  ąThe€Vice€Chair€stated€that€the€Honorable€Paul€V.€Niemeyer,Š h ŠCircuit€Judge€of€the€U.S.€Court€of€Appeals€for€the€FourthŠ Ä ŠCircuit,€who€was€formerly€a€member€of€the€Rules€Committee,Š pĄ  Šspearheaded€the€change€to€the€federal€rules€to€provide€thatŠ !l" Šdepositions€should€take€less€than€seven€hours.€€Most€states€areŠ Č"$ Šlimiting€the€length€of€depositions.€€This€Rule€provides€forŠ t$Ä& Šlimits€in€a€particular€case.€€She€noted€that€the€suggestedŠ  &p!( Šchanges€to€section€(b)€are€(1)€to€add€the€language€š šin€aŠ Ģ'#* Šparticular€casešš€near€the€beginning,€(2)€to€alter€the€limits€onŠ x)Č$, Šthe€length€of€depositions,€(3)€to€provide€for€limits€on€requestsŠ $+t&. Šfor€production€of€documents,€and€(4)€to€provide€in€the€lastŠ Š, (0 Šsentence€for€parties€to€have€an€opportunity€to€be€heard.€€TheŠ |.Ģ)2 ŠCommittee€agreed€by€consensus€to€these€changes.Š ° Šą  ąMr.€Bowen€asked€about€the€language€in€subsection€(3)€ofŠ \¬ Šsection€(b)€which€refers€to:€š šthe€needs€of€the€case,šš€andŠ X Šsuggested€that€the€word€š šneedsšš€should€be€replaced€by€the€wordŠ “  Šš šcomplexity.šš€€The€Vice€Chair€responded€that€this€language€can€beŠ ` ° Šdiscussed€by€the€Style€Subcommittee.€€Š  \  Šą  ąTurning€to€subsection€(f)(1),€the€Vice€Chair€told€theŠ ø  ŠCommittee€that€the€proposed€changes€were€in€response€to€the€caseŠ d“  Šof€ņņDorsey€v.€Noldóó,€362€Md.€241€(2001),€which€held€that€there€isŠ `  Šno€requirement€for€a€party€to€identify€someone€as€an€expertŠ ¼  Šwitness€if€the€witness€was€not€obtained€in€anticipation€ofŠ hø Šlitigation€or€for€trial.€€One€of€the€changes€is€to€subsectionŠ d Š(f)(1)(A)€providing€that€a€party€may€request€by€interrogatory€Š Ą Šthe€identity€of€all€experts€that€the€party€expects€to€call€atŠ l¼ Štrial.€€Subsection€(f)(1)(B)€provides€that€by€interrogatory€aŠ h Šparty€may€require€the€other€parties€to€summarize€theŠ Ä Šqualifications€of€the€expert,€to€produce€any€available€list€ofŠ pĄ  Špublications€written€by€the€expert,€and€to€state€the€terms€of€theŠ !l" Šexpertššs€compensation.€€This€list€applies€only€to€experts€whoseŠ Č"$ Šfindings€and€opinions€were€acquired€or€obtained€in€anticipationŠ t$Ä& Šof€litigation€or€for€trial.€€It€would€not€apply€to€the€treatingŠ  &p!( Šphysician.€€Part€B€of€subsection€(f)(1)€applies€only€to€expertsŠ Ģ'#* Šobtained€in€anticipation€of€litigation€or€for€trial;€parts€(A)Š x)Č$, Šand€(C)€apply€to€all€experts€expected€to€be€called€at€trial.€€Š $+t&. Šą  ąMr.€Brault€commented€that€this€flies€in€the€face€of€caseŠ Š, (0 Šlaw.€€Maryland€often€cites€the€opinions€of€the€District€ofŠ |.Ģ)2 ŠColumbia.€€Essentially,€the€opinion€is€that€the€treatingŠ ° Šphysician€is€not€an€expert€witness,€but€he€or€she€is€a€factualŠ \¬ Šwitness€who€participated€in€the€events€and€is€being€called€forŠ X Šfactual€information,€which€may€include€an€opinion€formed€at€theŠ “  Štime€of€the€incident€at€issue.€€Changing€Rule€2„402€to€requireŠ ` ° Šparties€to€list€any€factual€expert€is€a€significant€change.€€TheŠ  \  ŠVice€Chair€remarked€that€the€scope€of€the€term€š šexpertšš€is€broad,Š ø  Šand€it€would€include€a€mechanic.€€The€Subcommittee€was€torn€aboutŠ d“  Šthis€issue.€€The€members€considered€the€case€of€ņņTurgut€v.€Levineóó,Š `  Š79€Md.€App.€279€(1989),€which€held€that€a€party€whose€allegedŠ ¼  Šnegligence€is€the€subject€of€the€complaint€need€not€list€himselfŠ hø Šor€herself€as€an€expert€in€response€to€an€interrogatory€in€orderŠ d Što€enable€that€party€to€express€an€expert€opinion€as€to€whetherŠ Ą Šthe€conduct€in€question€was€in€accordance€with€the€recognizedŠ l¼ Šstandard€of€care.€€Mr.€Brault€commented€that€it€would€be€aŠ h Šmistake€to€change€Rule€2„402.€€Š Ä Šą  ąThe€Chair€said€that€the€Subcommittee€is€proposing€to€changeŠ pĄ  Šthe€Rule€to€try€to€avoid€trial€by€ambush.€€The€ņņDorseyóó€case€heldŠ !l" Šthat€defense€counsel€did€not€have€to€be€told€that€the€plaintiffŠ Č"$ Šwas€calling€the€coroner€as€a€witness.€€The€coroner€was€not€listedŠ t$Ä& Šon€voir€dire€lists,€and€this€was€unfair.€€The€standard€should€beŠ  &p!( Šthat€an€expert€who€is€testifying€to€something€that€requiresŠ Ģ'#* Šexpertise€should€be€disclosed.€€The€Vice€Chair€noted€thatŠ x)Č$, Šinterrogatories€ask€for€personal€knowledge€and€for€experts.€€ItŠ $+t&. Šis€not€always€clear€what€type€of€witness€one€is.€€Mr.€BraultŠ Š, (0 Šexpressed€some€doubts€about€parties€being€ambushed.€€Š |.Ģ)2 Šą  ąThe€Chair€commented€that€in€circuit€court,€discovery€may€beŠ ° Ša€š šneedle€in€the€haystackšš€approach.€€A€huge€list€of€names€isŠ \¬ Šgiven€to€the€other€side.€€The€criminal€rule,€Rule€4„263,Š X ŠDiscovery€in€Circuit€Court,€provides€that€upon€the€defendantššsŠ “  Šrequest,€the€Stateššs€Attorney€shall€disclose€the€name€and€addressŠ ` ° Šof€each€person€whom€the€State€intends€to€call€as€a€witness€at€theŠ  \  Štrial.€€In€the€ņņDorseyóó€case€at€the€pre„hearing€conference,€eachŠ ø  Šside€told€the€other€side€who€the€witnesses€were,€but€the€coronerŠ d“  Šwas€not€on€the€plaintiffššs€list.€€The€Court€of€Appeals€held€thatŠ `  Šthe€coroner€did€not€have€to€be€on€the€plaintiffššs€witness€list,Š ¼  Šbecause€he€did€not€acquire€the€basis€of€his€opinion€by€contactŠ hø Šwith€counsel.€€€Š d Šą  ąJudge€Heller€observed€that€identifying€the€treatingŠ Ą Šphysician€or€the€mechanic€who€will€be€a€witness€in€a€case€willŠ l¼ Šhelp€resolve€problems€with€the€case.€€She€cautioned€that€becauseŠ h Šof€discovery€deadlines€in€the€scheduling€order,€if€a€list€ofŠ Ä Šwitnesses€is€not€provided€until€the€pretrial€conference,Š pĄ  Šdiscovery€has€already€closed,€and€it€would€be€difficult€toŠ !l" Šexplore€witnesses€for€further€information.€€Mr.€Brault€remarkedŠ Č"$ Šthat€in€the€first€set€of€interrogatories,€a€party€could€inquireŠ t$Ä& Šas€to€who€the€fact€witnesses€are.€€Mr.€Titus€responded€that€it€isŠ  &p!( Šdifficult€to€ascertain€the€witnesses€at€trial€from€a€long€list€ofŠ Ģ'#* Šwitnesses€to€the€occurrence.€€Judge€Missouri€commented€that€theŠ x)Č$, ŠņņDorseyóó€case€surprised€people.€€In€Prince€Georgeššs€County,€forŠ $+t&. Šcases€on€the€complex€litigation€track,€the€scheduling€orderŠ Š, (0 Šincludes€a€reminder€to€attorneys€that€the€experts€are€not€justŠ |.Ģ)2 Šthose€acquired€in€anticipation€of€litigation€or€trial,€but€anyoneŠ ° Šwho€is€qualified€as€an€expert.€€This€is€to€avoid€the€ņņDorseyóó€caseŠ \¬ Šsituation.€€The€Chair€said€that€some€attorneys€are€sending€theirŠ X Šclients€to€the€treating€physician€for€an€evaluation€and€opinion,Š “  Šand€then€the€attorney€makes€the€argument€that€the€physician€doesŠ ` ° Šnot€have€to€be€listed€as€an€expert€witness€because€he€or€she€isŠ  \  Šthe€treating€physician.€€The€goal€is€to€eliminate€this.€€JudgeŠ ø  ŠHeller€remarked€that€there€is€a€requirement€to€supplementŠ d“  Šdiscovery€when€a€new€expert€opinion€is€formed.€€The€ChairŠ `  Šcommented€that€judges€have€discretion€to€allow€other€expertŠ ¼  Štestimony.€€The€circuit€court€can€ask€a€party€if€he€or€she€wasŠ hø Šsurprised€when€an€unknown€witness€appeared.€€A€treating€physicianŠ d Šmay€be€in€a€better€position€than€a€retained€expert€to€express€anŠ Ą Šopinion.€€Š l¼ Šą  ąThe€Vice€Chair€stated€that€the€proposed€language€inŠ h Šsubsection€(f)(3)€is€not€precisely€the€language€of€Fed.€R.€ofŠ Ä ŠCiv.€P.€26€(a)(2),€but€it€moves€in€the€direction€of€disclosure€ofŠ pĄ  Šanyone€expressing€an€expert€opinion.€€Mr.€Brault€remarked€that€itŠ !l" Šis€difficult€to€obtain€an€expert€for€a€federal€case€and€onerousŠ Č"$ Što€respond€to€discovery€as€to€the€expert.€€Mr.€Maloney€noted€thatŠ t$Ä& Šthe€local€federal€rules€exempted€Maryland€federal€practice€fromŠ  &p!( ŠFed.€R.€Civ.€P.€26€(a)(2).€€Rule€104.10€of€the€Local€Rules€of€theŠ Ģ'#* ŠU.S.€District€Court€states€that€Fed.€R.€Civ.€P.€Rule€26€(a)(2)Š x)Č$, Šdisclosures€need€not€be€provided€as€to€hybrid€fact/expertŠ $+t&. Šwitnesses,€such€as€treating€physicians.€€Ms.€Potter€observed€thatŠ Š, (0 Šin€the€Reporterššs€note,€the€letters€identifying€the€sections€areŠ |.Ģ)2 Šnot€correct.€€The€Vice€Chair€agreed€that€the€Reporterššs€noteŠ ° Šneeds€to€be€rewritten.€€€€Š \¬ Šą  ąMr.€Maloney€suggested€designating€treating€physicians€asŠ X Šš šhybrid€fact/expert€witnesses,šš€using€the€federal€terminology.€€Š “  ŠJudge€Daniels€remarked€that€trial€attorneys€may€not€understandŠ ` ° Šthis,€so€the€Rule€should€be€as€explicit€as€possible.€€The€ViceŠ  \  ŠChair€agreed€with€Mr.€Maloney,€and€she€suggested€that€either€theŠ ø  ŠRule€use€clarifying€language€or€a€Committee€note€be€added.€€Mr.Š d“  ŠHochberg€added€that€a€relevant€case€should€be€cited€in€the€noteŠ `  Šdefining€the€term€š šexpert.šš€€Mr.€Sykes€observed€that€the€federalŠ ¼  Šrule€does€not€use€the€word€š šexpert.šš€€This€term€should€beŠ hø Šexplained€in€the€Committee€note.€€The€Vice€Chair€expressed€herŠ d Šagreement,€commenting€that€the€Rule€needs€to€be€clearer.€€ItŠ Ą Šshould€distinguish€between€anyone€with€an€opinion€and€thoseŠ l¼ Špersons€retained€in€anticipation€of€litigation.€€The€SubcommitteeŠ h Šwill€rewrite€the€Rule,€and€then€the€Rules€Committee€can€look€atŠ Ä Šit€again.€€Š pĄ  Šą  ąMr.€Brault€cautioned€that€when€the€Rule€is€redrafted,€theŠ !l" Šrequirement€that€a€party€must€be€able€to€give€an€opinion€shouldŠ Č"$ Šbe€included.€€The€Chair€reiterated€that€this€comes€from€theŠ t$Ä& ŠņņTurgutóó€case.€€Mr.€Brault€remarked€that€there€is€a€Maryland€caseŠ  &p!( Šwhich€allows€the€plaintiff€to€require€the€defendant€to€give€anŠ Ģ'#* Šexpert€opinion.€€Mr.€Sykes€said€that€this€case€is€ņņState,€Use€ofŠ x)Č$, ŠMiles€v.€Brainanóó,€224€Md.€156€(1961).€€Mr.€Brault€agreed€with€Mr.Š $+t&. ŠMaloney€that€parties€should€have€to€identify€witnesses€whoŠ Š, (0 Šparticipated€in€the€events€in€question€and€who€give€expertŠ |.Ģ)2 Šopinions.€€Š ° Šą  ąThe€Vice€Chair€inquired€if€the€Committeeššs€view€is€that€aŠ \¬ Šperson€who€is€sued€and€who€can€testify€as€to€the€standard€of€careŠ X Šshould€be€identified€as€a€witness.€€The€Chair€said€that€theŠ “  Šplaintiff€should€have€the€right€to€call€the€defendant€to€theŠ ` ° Šstand€and€question€him€or€her€with€respect€to€standard€of€careŠ  \  Šand€treatment.€€The€plaintiff€can€name€the€defendant€as€aŠ ø  Šwitness.€€Mr.€Brault€noted€that€this€would€change€discoveryŠ d“  Špractice.€€The€Chair€disagreed,€stating€that€this€would€onlyŠ `  Šresolve€the€problem€of€the€ņņDorseyóó€case.€€The€Court€of€AppealsŠ ¼  Šheld€that€the€plaintiffššs€attorney€violated€the€scheduling€orderŠ hø Šby€not€naming€the€witness.€€The€scheduling€order€is€not€aŠ d Šdiscovery€order,€so€there€is€no€sanction.€€Either€the€Rule€shouldŠ Ą Šrequire€that€a€witness€who€is€called€is€to€be€listed,€or€itŠ l¼ Šshould€provide€a€sanction€for€failure€to€name€the€witness.€€Mr.Š h ŠBrault€expressed€his€preference€for€the€Rule€as€it€stands€now,Š Ä Šwhich€is€that€the€defendant€should€not€be€included€as€a€witness.Š pĄ  Šą  ąThe€Vice€Chair€suggested€that€the€federal€rules€should€beŠ !l" Šresearched€on€this€point.€€Mr.€Sykes€pointed€out€that€in€advanceŠ Č"$ Šof€trial,€the€attorney€may€not€know€who€has€knowledge€of€theŠ t$Ä& Šfacts€of€the€case€and€may€not€know€who€the€witnesses€will€beŠ  &p!( Šuntil€the€defense€has€the€view€of€the€plaintiffššs€case.€€Mr.Š Ģ'#* ŠTitus€commented€that€opinion€testimony€is€different€from€factŠ x)Č$, Štestimony.€€The€Rule€should€ask€which€witnesses€will€giveŠ $+t&. Šopinions.€€The€Chair€inquired€if€this€should€include€lay€opinionŠ Š, (0 Ševidence€permitted€by€Rule€5„701.€€Judge€Daniel€remarked€that€theŠ |.Ģ)2 Šquestion€of€what€is€an€opinion€is€a€philosophical€one.€€It€is€aŠ ° Šproblem€to€be€asked€to€disclose€every€person€with€any€opinion.€Š \¬ ŠThis€is€a€slippery€slope.€€The€Chair€suggested€that€this€could€beŠ X Škeyed€to€Rule€5„702,€Testimony€by€Experts.€€Mr.€Brault€expressedŠ “  Šthe€view€that€there€should€be€some€definition€of€a€š šhybridššŠ ` ° Šwitness.Š  \  Šą  ąMr.€Hochberg€questioned€as€to€the€justification€forŠ ø  Šsubsection€(f)(2).€€Ms.€Ogletree€noted€that€this€is€common€inŠ d“  Šcondemnation€proceedings.€€Mr.€Klein€cited€a€situation€where€heŠ `  Šhad€learned€of€the€existence€of€an€expert€used€by€the€other€sideŠ ¼  Šin€a€case€involving€an€automobile€fire.€€Although€not€expected€toŠ hø Šbe€called€as€a€witness€at€trial,€the€expert€had€investigated€theŠ d Šfire€and€taken€photographs.€€This€unique€information€enabled€theŠ Ą Šexperts€on€the€other€side€of€the€case€to€form€opinions.€€TheŠ l¼ Šdisclosure€of€the€file€was€required€at€a€hearing€on€the€matter,Š h Šand€the€file€was€critical€to€Mr.€Kleinššs€case.€€Mr.€BraultŠ Ä Šobserved€that€this€is€an€exception€to€the€work€product€principle.Š pĄ  Šą  ąThe€Vice€Chair€drew€the€Committeeššs€attention€to€subsectionŠ !l" Š(f)(3).€€The€proposed€language€is€for€the€purpose€of€clarifyingŠ Č"$ Šthe€prior€language€which€had€not€been€clear.€€The€court€canŠ t$Ä& Šrequire€that€the€party€seeking€discovery€pay€the€expert€a€fee€forŠ  &p!( Šattending€the€deposition,€for€time€and€expenses€incurred€inŠ Ģ'#* Štravel€to€and€from€the€deposition,€and€for€preparing€for€andŠ x)Č$, Šresponding€to€discovery€obtained€under€subsection€(f)(2).€€ToŠ $+t&. Šobtain€discovery€of€the€identity,€findings,€and€opinions€ofŠ Š, (0 Šexperts€not€expected€to€be€called€at€trial,€a€party€must€make€theŠ |.Ģ)2 Šshowing€described€in€section€(d)€of€Rule€2„402.€€In€subsectionŠ ° Š(f)(3),€the€references€to€š šsubsection€(f)(1)(B)šš€are€incorrect;Š \¬ Šthey€should€read€š šsubsection€(f)(1)(C).šš€€€Š X Šą  ąMr.€Sykes€asked€how€the€situation€where€an€expert€who€hasŠ “  Šnever€testified€and€has€not€charged€an€hourly€rate€for€time€spentŠ ` ° Šshould€be€handled.€€The€Vice€Chair€responded€that€this€onlyŠ  \  Šapplies€to€experts€retained€in€anticipation€of€litigation€or€forŠ ø  Štrial.€€The€party€seeking€discovery€cannot€be€charged€more€thanŠ d“  Šwhat€the€expert€charges€the€party€retaining€the€expert€for€timeŠ `  Šspent€preparing€for€a€deposition.€€Mr.€Sykes€expressed€hisŠ ¼  Šdisagreement€with€the€word€š šhourlyšš€before€the€word€š šratešš€in€theŠ hø Šsecond€sentence€of€subsection€(f)(3).€€The€Vice€Chair€suggestedŠ d Šthat€the€word€š šhourlyšš€be€deleted,€and€the€Committee€approvedŠ Ą Šthis€change€by€consensus.€€Š l¼ Šą  ąMr.€Titus€suggested€that€the€principles€of€the€local€federalŠ h Šrule,€Rule€104.11€(b)€of€the€Rules€of€the€U.S.€District€Court€forŠ Ä Šthe€District€of€Maryland,€which€provides€that€a€treatingŠ pĄ  Šphysician€shall€not€charge€a€fee€higher€than€the€hourly€fee€thatŠ !l" Šhe€or€she€customarily€charges€for€in„office€patient€consultationŠ Č"$ Šor€$200€per€hour€(whichever€is€lower)€for€any€work€that€he€or€sheŠ t$Ä& Šperforms€in€connection€with€any€discovery€matter,€should€beŠ  &p!( Šapplied€to€subsection€(f)(3).€€The€Vice€Chair€said€that€thisŠ Ģ'#* Šrelates€to€the€treating€physician,€which€comes€up€in€theŠ x)Č$, ŠSubcommitteeššs€proposed€amendment€to€Rule€2„412,€Deposition€š!šŠ $+t&. ŠNotice.€€This€language€is€only€for€experts€retained€inŠ Š, (0 Šanticipation€of€litigation€or€for€trial,€not€the€treatingŠ |.Ģ)2 Šphysician.€€Mr.€Brault€commented€that€language€could€be€addedŠ ° Šwhich€provides€that€each€side€pays€the€expenses€and€fees€of€hisŠ \¬ Šor€her€own€expert.€€This€would€eliminate€game„playing.€€Š X Šą  ąMs.€Potter€suggested€that€the€provision€pertaining€to€theŠ “  Šhybrid€fact/expert€witness€should€be€separated€out€from€theŠ ` ° Šlanguage€covering€other€expert€witnesses.€€The€Chair€suggestedŠ  \  Šthat€the€part€of€the€Rule€pertaining€to€experts€retained€inŠ ø  Šanticipation€of€litigation€or€for€trial€should€be€placed€in€aŠ d“  Šseparate€section.€€The€Rule€will€go€back€for€further€revision€byŠ `  Šthe€Discovery€Subcommittee.€€The€Vice€Chair€stated€that€Rules€2„Š ¼  Š432€and€16„808€will€be€amended€to€be€consistent€with€Rule€2„402Š hø Šafter€its€reconsideration.Š d Šą  ąThe€Vice€Chair€presented€Rule€2„411,€Depositionš!šRight€toŠ Ą ŠTake,€for€the€Committeeššs€consideration.€€Š l¼ ŠŅ` °ŅŅ` °ŅÓÓĢą@˜ ˜ ģąMARYLAND€RULES€OF€PROCEDUREˆŠ ī> ŠĢą@  ģąTITLE€2€„€CIVIL€PROCEDURE€„„€CIRCUIT€COURTˆŠ šź ŠĢą@ˆˆģąCHAPTER€400€„€DISCOVERYˆŠ F –! ŠĢĢĢą ø ąAMEND€Rule€2„411€to€provide€for€a€seven„Š ž#ī% Šhour€limitation€on€the€length€of€depositions,Š t$Ä& Šas€follows:Š J%š ' ŠĢĢRule€2„411.€€DEPOSITION€š"š€RIGHT€TO€TAKEŠ Ģ'#* ŠĢĢą ø ąAny€party€to€an€action€may€cause€theŠ N*ž%- Štestimony€of€a€person,€whether€or€not€aŠ $+t&. Šparty,€to€be€taken€by€deposition€for€theŠ ś+J'/ Špurpose€of€discovery€or€for€use€as€evidenceŠ Š, (0 Šin€the€action€or€for€both€purposes.€€Leave€ofŠ ¦-ö(1 Šcourt€must€be€obtained€to€take€a€depositionŠ |.Ģ)2 Š(a)€before€the€earliest€day€on€which€anyŠ ° Šdefendantššs€initial€pleading€or€motion€isŠ †Ö Šrequired;€ņ ņoró ó€ū’’dū(b)€of€a€duration€that€is€longerŠ \¬ Šthan€one€day€(seven€hours),€unless€theŠ 2‚ Šparties€stipulate€otherwise€under€Rule€2„401Š X Š(g);ü’’dü€ņ ņ(b)ó ó€ū’’dū(c)ü’’dü€of€an€individual€who€hasŠ Ž. Špreviously€been€deposed€in€the€same€action;Š “  Šor€ņ ņ(c)ó ó€ū’’dū(d)ü’’dü€of€an€individual€confined€inŠ Š Ś Šprison.€€Leave€of€court€may€be€granted€onŠ ` ° Šsuch€terms€as€the€court€prescribes.Š 6 †  ŠĢSource:€€This€Rule€is€derived€from€formerŠ ā 2  ŠRule€401€ū’’dūand€Federal€Rule€30€(d)(2)ü’’dü.Š ø  ŠĢĢŅ°` ŅŅ°` Ņą  ąRule€2„411€was€accompanied€by€the€following€Reporterššs€Note.Š :Š  ŠĢŅ` °ŅŅ` °Ņą ø ąThe€Discovery€Subcommittee€is€proposingŠ ę6 Što€add€a€new€provision€which€would€limit€theŠ ¼  Štime€of€a€deposition€to€one€day€of€sevenŠ ’ā Šhours€with€additional€time€allowed€by€theŠ hø Šcourt€under€certain€circumstances.€€ThisŠ >Ž Šwould€make€the€Rule€consistent€with€FederalŠ d ŠRule€30€(d)(2).Š ź: ŠĢĢŅ°` ŅŅ°` ŅÓÓą  ąThe€Vice€Chair€commented€that€the€average€length€of€time€forŠ l¼ Šdepositions€across€the€country€is€three€to€four€hours.€€JudgeŠ h ŠNiemeyer€has€opined€that€the€maximum€length€of€time€for€aŠ Ä Šdeposition€should€be€five€hours€in€the€absence€of€a€stipulationŠ pĄ  Šby€the€parties€or€a€court€ordering€otherwise.€€Mr.€BraultŠ !l" Šsuggested€that€the€length€of€time€for€a€deposition€should€be€fourŠ Č"$ Šhours,€which€is€half€a€day.€€Depositions€take€longer€when€theŠ t$Ä& Šattorneys€are€inexperienced.€€Mr.€Titus€remarked€that€sometimesŠ  &p!( Šit€is€necessary€to€spend€more€than€seven€hours€on€a€deposition.€€Š Ģ'#* ŠMr.€Sykes€added€that€sometimes€the€witnesses€are€slow„speakingŠ x)Č$, Šand€long„thinking.€€Mr.€Hochberg€observed€that€there€may€be€threeŠ $+t&. Šor€four€attorneys€involved€in€a€case.Š Š, (0 Šą  ąThe€Chair€suggested€that€the€maximum€number€of€hours€shouldŠ |.Ģ)2 Šbe€eliminated€from€the€Rule.€€If€the€party€wants€to€be€protected,Š ° Šhe€or€she€could€seek€appropriate€relief€from€the€court€under€RuleŠ \¬ Š2„402.€€The€danger€of€having€a€seven„hour€limitation€in€the€RuleŠ X Šis€that€some€lawyers€may€be€inclined€to€expand€a€short€depositionŠ “  Što€the€full€seven€hours.€€The€Vice€Chair€noted€that€people€whoŠ ` ° Šcould€finish€within€four€or€five€hours€may€take€two€days€if€thereŠ  \  Šis€no€limitation€in€the€Rule.€€The€burden€should€be€on€the€personŠ ø  Šwho€wants€to€take€two€days€for€a€deposition.€€Mr.€Titus€commentedŠ d“  Šthat€seven€hours€strikes€a€fair€balance.€€Mr.€Bowen€said€that€theŠ `  Šparties€can€stipulate€to€more€time€if€it€is€needed.€The€StyleŠ ¼  ŠSubcommittee€will€look€at€this€Rule.€€The€Committee€approved€theŠ hø ŠRule€as€presented.Š d Šą  ąThe€Vice€Chair€presented€Rules€2„412,€Depositionš!šNotice,€Š Ą Š2„419,€Deposition€š!š€Use,€and€4„261,€Depositions,€for€theŠ l¼ ŠCommitteeššs€consideration.€€€Š h ŠŅ` °ŅŅ` °ŅÓÓĢą ø ąą  ąą h ąą Ą ą€€ąH\ \ °ąMARYLAND€RULES€OF€PROCEDUREˆŠ šź ŠĢą ø ąą  ąą h ąą Ą ą€€ąHP P °ąTITLE€2€„€CIVIL€PROCEDURE„„CIRCUIT€COURTˆŠ F –! ŠĢą ø ąą  ąą h ąą Ą ą€€ąHLL°ąCHAPTER€400€„€DISCOVERYˆŠ ņ!B# ŠĢĢą ø ąAMEND€Rule€2„412€by€adding€a€new€sectionŠ t$Ä& Š(e)€and€redesignating€former€section€(e)€asŠ J%š ' Šsection€(f),€as€follows:Š  &p!( ŠĢĢRule€2„412.€€DEPOSITION„„NOTICEŠ ¢(ņ#+ ŠĢĢ€€€.€.€.Š $+t&. ŠĢ€€ū’’dū(e)€€Treating€Physicianü’’düŠ Š, (0 ŠĢą ø ą€€ū’’dūAny€party€serving€a€notice€to€take€theŠ |.Ģ)2 Šdeposition€of€a€treating€physician€shallŠ ° Šconfer€with€opposing€counsel€and€advise€theŠ †Ö Šphysician€in€the€notice€of€the€total€numberŠ \¬ Šof€hours€that€will€be€required€for€theŠ 2‚ Šdeposition,€including€travel€time.€€TheŠ X Štreating€physician€may€not€charge€a€feešŠ Ž. Šhigher€than€the€hourly€fee€customarilyŠ “  Šcharged€for€in„office€patient€consultationŠ Š Ś Šfor€any€work€performed€in€connection€with€anyŠ ` ° Šdiscovery€matter€or€for€the€taking€of€aŠ 6 †  Šdeposition;€may€not€charge€for€any€hoursŠ  \  Šexceeding€the€time€estimate€set€forth€in€theŠ ā 2  Šnotice,€provided€that€the€deposition€isŠ ø  Šcompleted€within€the€estimate;€and€mayŠ ŽŽ  Šterminate€the€deposition€when€the€estimatedŠ d“  Štime€has€elapsed.ü’’düŠ :Š  ŠĢū’’dūCross€reference:€€Rule€2„402€(e).ü’’düŠ ę6 ŠĢ€€ņ ņ[ó ó(e)ņ ņ]ó ó€ņņ(f)óó€€Objection€to€FormŠ ’ā ŠĢ€€€.€.€.Š Lœ ŠĢSource:€€This€Rule€is€derived€as€follows:Š ųH ŠĢ€€€.€.€.Š ¤ō ŠĢ€€ņņSection€(e)€is€new.óóŠ P  Š€€Section€ņ ņ[ó ó(e)ņ ņ]ó ó€ņņ(f)óó€is€derived€from€formerŠ &v ŠRule€412€a.Š  Z ŠĢĢĢŅ°` ŅŅ°` Ņą  ąRule€2„412€was€accompanied€by€the€following€Reporterššs€Note.Š b ²! ŠĢŅ` °ŅŅ` °Ņą ø ąA€treating€physician€may€be€consideredŠ "^# Šboth€a€fact€witness€and€an€expert€whose€lossŠ ä"4$ Šof€time€in€deposition€is€recognized€asŠ ŗ# % Šdeserving€of€compensation.Š $ą& ŠĢą ø ąNew€section€(e)€is€derived€in€part€fromŠ <&Œ!( Šsection€11€(b)€of€Rule€104€of€the€Rules€ofŠ 'b") Šthe€United€States€District€Court€for€theŠ č'8#* ŠDistrict€of€Maryland.€€It€is€intended€toŠ ¾($+ Šrequire€a€discovering€party€to€reimburse€theŠ ”)ä$, Šphysician€for€time€spent€attending€and€inŠ j*ŗ%- Štravel€to€and€from€the€deposition€and€toŠ @+&. Šestimate€the€total€number€of€hours€that€willŠ ,f'/ Šbe€required.€Š ģ,<(0 ŠĢŠ ˜.č)2 Š‡ą ø ąą  ąą h ąą Ą ą€€ąH\ \ °ąMARYLAND€RULES€OF€PROCEDUREˆŠ ° ŠĢą ø ąą  ąą h ąą Ą ą€€ąHP P °ąTITLE€2€„€CIVIL€PROCEDURE„„CIRCUIT€COURTˆŠ \¬ ŠĢą ø ąą  ąą h ąą Ą ą€€ąHLL°ąCHAPTER€400€„€DISCOVERYˆŠ X ŠĢĢą ø ąAMEND€Rule€2„419€(d)€for€conformity€withŠ Š Ś Šproposed€amendments€to€Rule€2„412,€asŠ ` ° Šfollows:Š 6 †  ŠĢĢRule€2-419.€€DEPOSITION€š!š„€USEŠ ø  ŠĢĢ€€€.€.€.€Š :Š  ŠĢ€€(d)€€Objection€to€AdmissibilityŠ ę6 ŠĢą ø ą€€Subject€to€Rules€2-412€ņ ņ(e)ó ó€ņņ(f)óó,€2-415Š ’ā Š(g)€and€(i),€2-416€(g),€and€2-417€(c),€anŠ hø Šobjection€may€be€made€at€a€hearing€or€trialŠ >Ž Što€receiving€in€evidence€all€or€part€of€aŠ d Šdeposition€for€any€reason€that€would€requireŠ ź: Šthe€exclusion€of€the€evidence€if€the€witnessŠ Ą Šwere€then€present€and€testifying.Š –ę ŠĢ€€€.€.€.Š B’ ŠĢĢŅ°` ŅŅ°` Ņą  ąRule€2„419€was€accompanied€by€the€following€Reporterššs€Note.Š Ä ŠĢŅ` °ŅŅ` °Ņą ø ąThe€proposed€amendment€to€Rule€2„419Š pĄ  Šconforms€the€Rule€to€proposed€changes€to€RuleŠ F –! Š2„412.Š !l" ŠĢĢĢĢĢĢą@˜ ˜ ģąMARYLAND€RULES€OF€PROCEDUREˆŠ ö&F") ŠĢą@ģąTITLE€4€„€CRIMINAL€CAUSESˆŠ ¢(ņ#+ ŠĢą@0 0 ģąCHAPTER€200€„€PRETRIAL€PROCEDURESˆŠ N*ž%- ŠĢĢą ø ąAMEND€Ruleņņóó€4„261€(h)(4)€for€conformityŠ Š, (0 Šwith€proposed€amendments€to€Rule€2„412,€asŠ ¦-ö(1 Šfollows:Š |.Ģ)2 Š‡Rule€4-261.€€DEPOSITIONS€Š ° ŠĢĢ€€€.€.€.Š 2‚ ŠĢ€€(h)€€UseŠ Ž. ŠĢ€€€€(1)€€Substantive€EvidenceŠ Š Ś ŠĢą ø ą€€€€At€a€hearing€or€trial,€all€or€partŠ 6 †  Šof€a€deposition,€so€far€as€otherwiseŠ  \  Šadmissible€under€the€rules€of€evidence,€mayŠ ā 2  Šbe€used€as€substantive€evidence€if€the€courtŠ ø  Šfinds€that€the€witness:€(A)€is€dead,€or€(B)Š ŽŽ  Šis€unable€to€attend€or€testify€because€ofŠ d“  Šage,€mental€incapacity,€sickness,€orŠ :Š  Šinfirmity,€or€(C)€is€present€but€refuses€toŠ `  Štestify€and€cannot€be€compelled€to€testify,Š ę6 Šor€(D)€is€absent€from€the€hearing€or€trialŠ ¼  Šand€that€the€party€offering€the€depositionŠ ’ā Šhas€been€unable€to€procure€the€witness'Š hø Šattendance€by€subpoena€or€other€reasonableŠ >Ž Šmeans,€unless€the€absence€was€procured€by€theŠ d Šparty€offering€the€deposition.€€Š ź: ŠĢ€€€€(2)€€ImpeachmentŠ –ę ŠĢą ø ą€€€€At€a€hearing€or€trial,€a€depositionŠ B’ Šmay€be€used€by€any€party€for€the€purpose€ofŠ h Šcontradicting€or€impeaching€the€testimony€ofŠ ī> Šthe€deponent€as€a€witness€to€the€extentŠ Ä Špermitted€by€the€rules€of€evidence.€€Š šź ŠĢ€€€€(3)€€Partial€UseŠ F –! ŠĢą ø ą€€€€If€only€part€of€a€deposition€isŠ ņ!B# Šoffered€in€evidence€by€a€party,€an€adverseŠ Č"$ Šparty€may€require€the€offering€party€toŠ ž#ī% Šintroduce€at€that€time€any€other€part€that€inŠ t$Ä& Šfairness€ought€to€be€considered€with€the€partŠ J%š ' Šoffered,€so€far€as€otherwise€admissible€underŠ  &p!( Šthe€rules€of€evidence,€and€any€party€mayŠ ö&F") Šintroduce€any€other€part€in€accordance€withŠ Ģ'#* Šthis€Rule.€€Š ¢(ņ#+ ŠĢ€€€€(4)€€Objection€to€AdmissibilityŠ N*ž%- ŠĢą ø ą€€€€Subject€to€Rules€2-412€ņ ņ(e)ó ó€ņņ(f)óó,Š ś+J'/ Š2-415€(g)€and€(h),€2-416€(g),€and€2-417€(c),Š Š, (0 Šan€objection€may€be€made€at€the€hearing€orŠ ¦-ö(1 Štrial€to€receiving€in€evidence€all€or€part€ofŠ |.Ģ)2 Ša€deposition€for€any€reason€that€wouldŠ ° Šrequire€the€exclusion€of€the€evidence€if€theŠ †Ö Šwitness€were€then€present€and€testifying.€€Š \¬ ŠĢ€€€.€.€.Š X ŠĢĢŅ°` ŅŅ°` Ņą  ąRule€4„261€was€accompanied€by€the€following€Reporterššs€Note.Š Š Ś ŠĢŅ` °ŅŅ` °Ņą ø ąThe€proposed€amendment€to€Rule€4„261Š 6 †  Šconforms€the€Rule€to€proposed€changes€to€RuleŠ  \  Š2„412.Š ā 2  ŠĢĢŅ°` ŅŅ°` ŅÓÓą  ąThe€Vice€Chair€explained€that€the€proposed€amendment€to€RuleŠ d“  Š2„412€is€modeled€after€Local€Rule€104.11€(b)€of€the€Rules€of€theŠ `  ŠUnited€States€District€Court€for€the€District€of€Maryland.€€It€isŠ ¼  Šnot€exactly€the€same€as€the€federal€local€rule,€which€states€thatŠ hø Ša€party€requesting€a€deposition€must€confer€with€opposing€counselŠ d Šbefore€advising€the€physician€of€the€number€of€hours€that€will€beŠ Ą Šrequired€for€the€deposition.€€This€provision€is€not€in€sectionŠ l¼ Š(e)€of€Rule€2„412.€€Mr.€Sykes€observed€that€the€language€whichŠ h Šprovides€that€the€treating€physician€may€not€charge€a€fee€higherŠ Ä Šthan€the€hourly€fee€customarily€charged€for€in„office€patientŠ pĄ  Šconsultation€puts€no€limit€on€the€hourly€charge.€€Mr.€MaloneyŠ !l" Šremarked€that€the€$200€cap€adopted€by€the€federal€rules€solvesŠ Č"$ Šthe€problem.€€The€Vice€Chair€said€that€some€attorneys€charge€moreŠ t$Ä& Šthan€$200€an€hour,€and€setting€a€dollar€limit€on€what€physiciansŠ  &p!( Šcan€charge€to€give€testimony€in€a€deposition€offends€her€sense€ofŠ Ģ'#* Šfairness.€Š x)Č$, Šą  ąThe€Vice€Chair€stated€that€the€physician€should€not€be€ableŠ $+t&. Što€receive€more€for€the€deposition€than€he€or€she€earns€forŠ Š, (0 Šproviding€patient€care.€€Mr.€Bowen€commented€that€what€theŠ |.Ģ)2 Šphysician€charges€is€not€necessarily€what€the€physician€earns,Š ° Šand€he€referred€to€physicians€who€work€in€managed€care.€€The€ViceŠ \¬ ŠChair€added€that€with€managed€care,€the€physician€gets€a€certainŠ X Šamount€from€the€insurance€company,€which€is€not€related€to€theŠ “  Šhourly€rate€the€physician€charges.€€Mr.€Titus€added€that€the€feesŠ ` ° Šare€not€based€on€the€time€the€physician€actually€spends€with€aŠ  \  Špatient.€€Š ø  Šą  ąMs.€Potter€suggested€that€in€the€second€sentence,€theŠ d“  Šlanguage€š šany€work€performed€in€connection€with€any€discoveryŠ `  Šmatter€or€foršš€should€be€deleted.€€Judge€Heller€pointed€out€thatŠ ¼  Šthe€federal€rule€contains€the€language€š šunless€ordered€by€theŠ hø Šcourtšš€and€the€language€š šor€$200€per€hour,€whichever€is€lower,ššŠ d Šbut€this€language€has€not€been€used€into€section€(e)€of€Rule€2„Š Ą Š412.€€The€Vice€Chair€noted€that€section€(e)€only€deals€withŠ l¼ Šnotices€of€deposition,€and€she€agreed€with€Ms.€Potter€that€theŠ h Šlanguage€š šin€connection€with€any€discovery€matteršš€should€beŠ Ä Šdeleted.€€Mr.€Hochberg€suggested€expanding€section€(e)€to€anyŠ pĄ  Šparticipation€in€matters€connected€with€the€case,€particularly€atŠ !l" Štrial.€€€Š Č"$ Šą  ąMr.€Bowen€suggested€that€section€(e)€should€apply€to€theŠ t$Ä& Štime€the€physician€spends€in€connection€with€preparing€for€orŠ  &p!( Šattending€a€deposition.€€Mr.€Brault€cautioned€that€this€may€openŠ Ģ'#* Šthe€door€to€the€physician€charging€any€fee€he€or€she€wishes.€Š x)Č$, ŠJudge€McAuliffe€suggested€that€this€could€be€combined€with€theŠ $+t&. Šconcept€of€the€customary€charge€either€in€the€office€or€forŠ Š, (0 Šdiscovery€matters,€whichever€is€less.€€Judge€Daniels€inquired€asŠ |.Ģ)2 Što€whether€most€physicians€charge€an€hourly€fee.€€Mr.€TitusŠ ° Šremarked€that€often€physicians€charge€for€different€levels€ofŠ \¬ Šconsultation.€€Mr.€Bowen€added€that€physicians€sometimes€scheduleŠ X Šin€15„minute€increments€of€time,€and€the€level€of€consultationŠ “  Šoften€is€based€on€the€number€of€increments€used.Š ` ° Šą  ąMr.€Brault€suggested€that€in€place€of€the€language€inŠ  \  Šsection€(e)€which€reads€š šany€work€performed€in€connection€withŠ ø  Šany€discovery€matter€or€for€the€taking€of€a€deposition,šš€theŠ d“  Šfollowing€language€should€be€substituted:€š šfor€attending€theŠ `  Šdeposition.šš€€The€Committee€agreed€by€consensus€to€this€change.€€Š ¼  Šą  ąJudge€Missouri€asked€if€the€Subcommittee€consulted€anyŠ hø Šphysicians€about€this€Rule.€€The€Vice€Chair€answered€that,Š d Šinitially,€representatives€from€the€Medical€and€ChirurgicalŠ Ą ŠFaculty€(š šMed„Chišš)€were€participating€in€SubcommitteeŠ l¼ Šdiscussions,€but€they€stopped€attending€the€meetings.€€JudgeŠ h ŠMissouri€remarked€that€some€physicians€have€refused€to€testify,Š Ä Šbecause€they€are€not€being€compensated€enough.€€He€suggested€thatŠ pĄ  ŠMed„Chi€could€approve€a€fee€schedule€for€the€compensation€ofŠ !l" Šphysicians.€€The€Reporter€said€that€the€Subcommittee€hadŠ Č"$ Špreviously€asked€Med„Chi€about€this.€Š t$Ä& Šą  ąThe€Chair€suggested€that€section€(e)€should€be€tied€to€whatŠ  &p!( Šthe€physician€earns€for€a€patient€consultation€in€the€office.€€Š Ģ'#* ŠMr.€Brault€pointed€out€that€this€would€avoid€violating€theŠ x)Č$, ŠSherman€Act€(15€U.S.C.S.€1),€which€does€not€permit€a€publishedŠ $+t&. Šfee€schedule.€€Mr.€Hochberg€observed€that€a€physician€is€notŠ Š, (0 Šbound€by€the€Maryland€Rules€of€Procedure€and€does€not€have€toŠ |.Ģ)2 Šfollow€Rule€2„412.€€Mr.€Sykes€questioned€as€to€whether€it€wouldŠ ° Šbe€unethical€for€an€attorney€to€make€up€the€difference€if€theŠ \¬ Šphysician€is€not€willing€to€testify€for€the€amount€of€money€theŠ X ŠRule€allows.€€The€Vice€Chair€responded€that€the€witness€is€theŠ “  Šone€with€whom€the€attorney€contracted.€€Judge€Heller€pointed€outŠ ` ° Šthat€section€(e)€pertains€to€the€treating€physician,€and€not€theŠ  \  Šexpert€witness€to€whom€Mr.€Sykes€referred.€€Ms.€Potter€noted€thatŠ ø  Šit€is€the€š šluck€of€the€drawšš€as€to€who€the€treating€physician€is.€Š d“  ŠMr.€Sykes€inquired€if€it€is€fair€to€specify€the€number€of€hoursŠ `  Šrequired€for€the€physician€to€testify.€€This€includes€travelŠ ¼  Štime,€and€there€may€be€traffic€problems€that€cannot€be€foreseen.€Š hø ŠAn€attorney€may€specify€seven€hours€for€a€deposition€but€onlyŠ d Šneed€three€hours.€€Mr.€Bowen€said€that€the€physician€is€beingŠ Ą Štaken€away€from€his€or€her€practice,€and€may€have€cancelled€sevenŠ l¼ Šhours€of€appointments.€€Mr.€Brault€remarked€that€if€the€physicianŠ h Šhad€been€told€that€the€deposition€would€take€two€hours€and€itŠ Ä Štakes€four€hours,€he€or€she€could€leave€if€necessary.€€TheŠ pĄ  Šphysician€can€ask€for€more€money.€€The€Committee€approved€Rule€Š !l" Š2„412€as€amended.€€The€Vice€Chair€stated€that€the€Rule€will€go€toŠ Č"$ Šthe€Style€Subcommittee.€€The€Committee€approved€the€changes€toŠ t$Ä& ŠRules€2„419€and€4„261€as€presented.Š  &p!( Šą  ąThe€Vice€Chair€presented€Rule€2„415,€Depositionš!šProcedure,Š Ģ'#* Šfor€the€Committeeššs€consideration.€€€Š x)Č$, ŠŅ` °ŅŅ` °ŅÓÓĢŠ  ś+J'/ Šą@˜ ˜ ģąMARYLAND€RULES€OF€PROCEDUREˆŠ ° ŠĢą@  ģąTITLE€2€„€CIVIL€PROCEDURE€„„€CIRCUIT€COURTˆŠ \¬ ŠĢą@ˆˆģąCHAPTER€400€„€DISCOVERYˆŠ X ŠĢĢą ø ąAMEND€Rule€2„415€to€allow€for€moreŠ Š Ś Šliberal€correction€of€deposition€transcripts,Š ` ° Šas€follows:Š 6 †  ŠĢĢRule€2„415.€€DEPOSITION€„š!š€PROCEDUREŠ ø  ŠĢĢ€€€.€.€.Š :Š  ŠĢ€€(d)€€Correction€and€SignatureŠ ę6 ŠĢą ø ą€€The€officer€shall€submit€theŠ ’ā Štranscript€to€the€deponent€for€correction€andŠ hø Šsigning,€unless€waived€by€the€deponent€andŠ >Ž Šthe€parties.€€Any€ņ ņcorrectionsó ó€ņņchanges€to€formŠ d Šor€substanceóó€desired€by€the€deponent€ņ ņtoŠ ź: Šconform€the€transcript€to€the€testimonyó ó€shallŠ Ą Šbe€made€on€a€separate€sheet€and€attached€byŠ –ę Šthe€officer€to€the€transcript.€€CorrectionsŠ l¼ Šmade€by€the€deponent€become€part€of€theŠ B’ Štranscript€unless€the€court€orders€otherwiseŠ h Šon€a€motion€to€suppress€under€section€(i)€ofŠ ī> Šthis€Rule.€€If€the€transcript€is€not€signedŠ Ä Šby€the€deponent€within€30€days€after€itsŠ šź Šsubmission,€the€officer€shall€sign€it€andŠ pĄ  Šstate€why€the€deponent€has€not€signed.€€TheŠ F –! Štranscript€may€then€be€used€as€if€signed€byŠ !l" Šthe€deponent,€unless€the€court€finds,€on€aŠ ņ!B# Šmotion€to€suppress€under€section€(i)€of€thisŠ Č"$ ŠRule,€that€the€reason€for€refusal€to€signŠ ž#ī% Šrequires€rejection€of€all€or€part€of€theŠ t$Ä& Štranscript.Š J%š ' ŠĢ€€€.€.€.Š ö&F") ŠĢĢŅ°` ŅŅ°` Ņą  ąRule€2„415€was€accompanied€by€the€following€Reporterššs€Note.Š x)Č$, ŠĢŅ` °ŅŅ` °Ņą ø ąThe€Discovery€Subcommittee€recommendsŠ $+t&. Šthat€section€(d)€of€Rule€2„415€be€amended€toŠ ś+J'/ Šallow€for€more€liberal€correction€of€Š  Š, (0 Šdeposition€transcripts.€€The€amendmentŠ ° Šconforms€the€Rule€to€Federal€Rule€of€CivilŠ †Ö ŠProcedure€30€(e).Š \¬ ŠĢĢŅ°` ŅŅ°` ŅÓÓą  ąThe€Vice€Chair€explained€that€Rule€2„415€has€been€modifiedŠ Ž. Što€conform€to€federal€practice.€€Mr.€Klein€added€that€theŠ Š Ś ŠDiscovery€Subcommittee€was€of€the€opinion€that€the€proposedŠ 6 †  Šamendments€to€the€Rule,€which€allow€changes€to€depositionŠ ā 2  Štestimony,€were€a€step€in€the€direction€of€solving€problems€withŠ ŽŽ  Šsummary€judgments€and€sham€affidavits.€€What€is€implicit€in€theŠ :Š  Šcurrent€Rule,€but€is€not€clear,€is€that€if€someone€fails€toŠ ę6 Šcorrect€a€deposition€within€30€days,€the€person€has€waived€his€orŠ ’ā Šher€right€to€object€later.€€Mr.€Titus€noted€that€this€is€a€majorŠ >Ž Šdeparture€from€practice€in€Maryland.€€The€question€is€how€toŠ ź: Šprevent€abuses€from€occurring€under€the€proposed€new€procedure€ifŠ –ę Šone€can€make€a€statement€at€the€deposition€and€change€theŠ B’ Štestimony€a€few€days€later.€€Mr.€Klein€pointed€out€that€inŠ ī> Šsection€(i)€of€the€Rule,€a€party€can€object€to€the€changes€byŠ šź Šfiling€a€motion€to€suppress.€€Š F –! Šą  ąThe€Chair€suggested€that€the€second€sentence€of€section€(d)Š ņ!B# Šread€as€follows:€š šWithin€30€days€after€its€submission,€theŠ ž#ī% Šdeponent€shall€make€any€changes€to€form€or€substance€and€attachŠ J%š ' Šon€a€separate€sheet.šš€€The€Vice€Chair€referred€to€the€30„dayŠ ö&F") Šrequirement,€asking€the€outcome€if€the€transcript€is€not€signedŠ ¢(ņ#+ Šwithin€30€days€with€or€without€the€errata€sheet.€€The€ChairŠ N*ž%- Šproposed€that€the€fourth€sentence€of€the€Rule€could€begin€asŠ ś+J'/ Šfollows:€€š šIf€the€transcript€is€not€corrected€and€signed€withinŠ ¦-ö(1 Š30€days...šš.€€Mr.€Brault€responded€that€this€language€suggestsŠ ° Štoo€strongly€that€the€transcript€should€be€corrected.€€HeŠ \¬ Šinquired€as€to€whether€once€the€deposition€transcript€has€beenŠ X Šaltered,€the€deponent€can€be€impeached€by€reference€to€theŠ “  Šoriginal€statement.€€There€are€federal€cases€on€this€issue.€€Mr.Š ` ° ŠKlein€observed€that€the€Rule€provides€that€someone€can€ask€forŠ  \  Šanother€deposition€pursuant€to€section€(i)€of€the€Rule,€whichŠ ø  Šprovides€this€as€a€remedy€if€a€motion€to€suppress€is€granted.Š d“  Šą  ąMs.€Potter€suggested€that€the€Rule€could€provide€that€oneŠ `  Šmay€file€a€motion€pursuant€to€Rule€2„411.€€Mr.€Klein€expressedŠ ¼  Šthe€view€that€someone€should€be€able€to€correct€an€answer.€€TheŠ hø Šproposed€language€is€a€way€of€stating€that€the€transcript€has€toŠ d Šbe€corrected€immediately,€which€would€avoid€playing€games€later.€Š Ą ŠMr.€Titus€commented€that€the€Rule€needs€more€work.€€LanguageŠ l¼ Šshould€be€added€which€would€state€that€the€errata€sheet€will€beŠ h Šprovided€to€the€other€parties.€€Mr.€Titus€remarked€that€often€heŠ Ä Šdoes€not€get€a€copy€of€the€errata€sheet€when€one€has€been€filed.€€Š pĄ  Šą  ąMs.€Ogletree€commented€that€an€example€of€an€error€in€theŠ !l" Štranscript€would€be€a€sentence€which€left€out€the€word€š šnot,ššŠ Č"$ Šentirely€changing€the€meaning.€€Mr.€Titus€said€that€a€statementŠ t$Ä& Šwhich€provides€that€the€traffic€light€was€green€instead€of€redŠ  &p!( Šwould€be€a€major€factual€change.€€Ms.€Ogletree€added€that€inŠ Ģ'#* Šcases€with€complicated€issues,€the€court€reporter€might€not€beŠ x)Č$, Šfamiliar€with€the€terms€used€by€the€parties.€€Judge€HellerŠ $+t&. Šremarked€that€if€changes€to€the€substance€of€the€transcript€areŠ Š, (0 Špermitted,€an€unscrupulous€attorney€may€suggest€that€the€witnessŠ |.Ģ)2 Šchange€a€true€response€that€otherwise€could€have€lead€to€theŠ ° Šgranting€of€a€motion€for€summary€judgment€against€the€attorneyššsŠ \¬ Šclient.€€The€Vice€Chair€said€that€the€Subcommittee€was€of€theŠ X Šopinion€that€if€transcripts€can€be€changed,€the€change€should€beŠ “  Šmade€within€30€days,€and€then€the€other€parties€can€file€a€motionŠ ` ° Što€suppress.€€Mr.€Titus€commented€that€the€federal€approach€makesŠ  \  Šhim€uncomfortable.€€Currently€in€Maryland,€the€transcript€cannotŠ ø  Šbe€changed€to€state€that€the€traffic€light€was€not€red€as€statedŠ d“  Šat€the€deposition,€but€it€was€green.€€There€could€be€a€separateŠ `  Šcategory€for€substantive€corrections,€which€would€be€listed€in€aŠ ¼  Šdocument€that€is€separate€from€the€errata€sheet.€€There€should€beŠ hø Ša€set€period€of€time€in€which€the€corrections€can€be€made.€€€Š d Šą  ąThe€Vice€Chair€commented€that€Rule€2„415€does€not€refer€toŠ Ą Šan€š šerrata€sheetšš€and€gives€no€details€as€to€the€form€of€theŠ l¼ Šsheet€containing€the€corrections.€€Š h Šą  ąMr.€Brault€remarked€that€if€someone€has€changed€theŠ Ä Šsubstance€of€the€testimony,€there€should€be€authority€from€theŠ pĄ  Štrial€judge€to€use€the€original€testimony€for€impeachmentŠ !l" Špurposes.€€Mr.€Titus€suggested€that€there€should€be€two€separateŠ Č"$ Šcategories€of€corrections€„š!š€those€of€substance€and€those€ofŠ t$Ä& Šform.€€The€Vice€Chair€responded€that€sometimes€it€is€difficult€toŠ  &p!( Šknow€whether€the€correction€is€of€form€or€substance.€€The€ViceŠ Ģ'#* ŠChair€stated€that€the€Rule€could€be€expanded€to€clarify€the€typeŠ x)Č$, Šof€correction.€€Judge€Kaplan€observed€that€the€correction€may€beŠ $+t&. Šbecause€a€party€misunderstood€the€question€during€the€deposition.€Š Š, (0 ŠMr.€Titus€added€that€a€party€may€not€have€remembered€a€fact€untilŠ |.Ģ)2 Šafter€the€deposition.€Š ° Šą  ąThe€Chair€pointed€out€that€the€danger€of€allowingŠ \¬ Šcorrections€is€that€they€will€be€made€in€every€case.€€Mr.€TitusŠ X Šreiterated€that€there€should€be€two€kinds€of€corrections€š!š„Š “  Štypographical€errors€and€substantive€changes.€€The€Vice€ChairŠ ` ° Šresponded€that€the€distinction€may€not€be€that€clear.€€JudgeŠ  \  ŠMcAuliffe€asked€if€there€is€the€opportunity€for€impeachment€if€aŠ ø  Šsubstantive€change€to€the€transcript€is€made.€€Ms.€PotterŠ d“  Šcommented€that€there€could€be€an€attorney„client€privilege€issueŠ `  Šinvolved.€€Judge€McAuliffe€questioned€as€to€what€the€federalŠ ¼  Šprocedure€is.€€Mr.€Titus€noted€that€if€one€makes€a€substantiveŠ hø Šchange,€there€should€be€an€automatic€right€to€redepose€the€partyŠ d Šmaking€the€change.€€Mr.€Brault€remarked€that€the€originalŠ Ą Štestimony€and€any€corrections€made€to€the€deposition€are€part€ofŠ l¼ Šthe€transcript.€€If€the€transcript€is€corrected,€which€version€isŠ h Šthe€actual€transcript?€€The€Chair€suggested€that€the€lastŠ Ä Šsentence€of€section€(d)€could€begin€as€follows:€š šThe€transcript,Š pĄ  Šincluding€any€changes,€may€then€be€used...šš.€€Judge€HellerŠ !l" Špointed€out€that€Fed.€R.€Civ.€P.€30€(e)€states:€š šThe€officer€...Š Č"$ Šshall€append€any€changes€made€by€the€deponent€during€the€periodŠ t$Ä& Šallowed.šš€Š  &p!( Šą  ąThe€Vice€Chair€said€that€the€Rule€should€go€back€to€theŠ Ģ'#* ŠDiscovery€Subcommittee€for€two€reasons:€to€make€clear€that€anyŠ x)Č$, Šchanges€must€be€made€within€30€days€after€receiving€theŠ $+t&. Štranscript€and€to€research€whether€or€not€someone€can€beŠ Š, (0 Šimpeached€by€the€original€testimony€if€a€change€in€substance€hasŠ |.Ģ)2 Šbeen€made€to€the€transcript.€€Mr.€Bowen€expressed€the€opinionŠ ° Šthat€it€is€difficult€to€separate€changes€in€form€from€changes€inŠ \¬ Šsubstance.€€He€suggested€that€the€third€sentence€of€section€(d)Š X Šshould€begin€as€follows:€š šThe€sheet€containing€the€changes€madeŠ “  Šby€the€deponent€becomes€part€of€the€transcript...šš.€€Judge€KaplanŠ ` ° Šagreed€that€the€Rule€should€go€back€to€the€Subcommittee,€but€itŠ  \  Šshould€contain€the€change€suggested€by€Mr.€Bowen.€€The€CommitteeŠ ø  Šagreed€by€consensus€with€Judge€Kaplanššs€suggestion.€Š d“  Šą  ąMr.€Brault€referred€to€service€of€the€errata€sheet,Š `  Šsuggesting€that€copies€of€the€sheet€should€be€distributed€to€theŠ ¼  Šother€parties.€€Mr.€Titus€commented€that€he€disliked€the€taglineŠ hø Šof€section€(i),€suggesting€that€the€tagline€should€be€š šObjectionsŠ d Što€Corrections€to€Depositions.šš€€€The€standard€should€be€that€ifŠ Ą Šthe€court€concludes€that€the€correction€is€substantive,€the€courtŠ l¼ Šshould€freely€grant€leave€to€reopen€the€deposition.€€The€ViceŠ h ŠChair€said€that€the€Rule€already€provides€this,€and€the€minutesŠ Ä Šshould€make€this€clear.€€Rule€4„215€was€remanded€to€the€DiscoveryŠ pĄ  ŠSubcommittee.Š !l" Šą  ąThe€Vice€Chair€presented€Rule€2„504,€Scheduling€Order,€forŠ Č"$ Šthe€Committeeššs€consideration.€€€Š t$Ä& ŠŅ` °ŅŅ` °ŅÓÓĢą@˜ ˜ ģąMARYLAND€RULES€OF€PROCEDUREˆŠ ö&F") ŠĢą@P P ģąTITLE€2€„€CIVIL€PROCEDURE€š"š€CIRCUIT€COURTˆŠ ¢(ņ#+ ŠĢą@xx!ģąCHAPTER€500€„€TRIALˆŠ N*ž%- ŠĢĢą ø ąAMEND€Rule€2„504€(b)€to€add€moreŠ Š, (0 Šcategories€of€information€to€the€schedulingŠ ¦-ö(1 Šorder,€which€information€parties€mustŠ |.Ģ)2 Šdisclose€and€to€conform€the€Rule€to€proposedŠ ° Šamendments€to€Rule€2„402,€as€follows:Š †Ö ŠĢĢRule€2-504.€€SCHEDULING€ORDERŠ X ŠĢĢ€€(a)€€Order€RequiredŠ Š Ś ŠĢ€€€€(1)€€Unless€otherwise€ordered€by€theŠ 6 †  ŠCounty€Administrative€Judge€for€one€or€moreŠ  \  Šspecified€categories€of€actions,€the€courtŠ ā 2  Šshall€enter€a€scheduling€order€in€every€civilŠ ø  Šaction,€whether€or€not€the€court€orders€aŠ ŽŽ  Šscheduling€conference€pursuant€to€RuleŠ d“  Š2-504.1.€€Š :Š  ŠĢ€€€€(2)€€The€County€Administrative€JudgeŠ ę6 Šshall€prescribe€the€general€format€ofŠ ¼  Šscheduling€orders€to€be€entered€pursuant€toŠ ’ā Šthis€Rule.€A€copy€of€the€prescribed€formatŠ hø Šshall€be€furnished€to€the€Chief€Judge€of€theŠ >Ž ŠCourt€of€Appeals.€€Š d ŠĢ€€€€(3)€€Unless€the€court€orders€a€schedulingŠ Ą Šconference€pursuant€to€Rule€2-504.1,€theŠ –ę Šscheduling€order€shall€be€entered€as€soon€asŠ l¼ Špracticable,€but€no€later€than€30€days€afterŠ B’ Šan€answer€is€filed€by€any€defendant.€€If€theŠ h Šcourt€orders€a€scheduling€conference,€theŠ ī> Šscheduling€order€shall€be€entered€promptlyŠ Ä Šafter€conclusion€of€the€conference.€€Š šź ŠĢ€€(b)€€Contents€of€Scheduling€OrderŠ F –! ŠĢ€€€€(1)€€RequiredŠ ņ!B# ŠĢą ø ą€€€€A€scheduling€order€shall€contain:€€Š ž#ī% ŠĢ€€€€€€(A)€an€assignment€of€the€action€to€anŠ J%š ' Šappropriate€scheduling€category€of€aŠ  &p!( Šdifferentiated€case€management€systemŠ ö&F") Šestablished€pursuant€to€Rule€16-202;Š Ģ'#* ŠĢą ø ą€ū’’dū(B)€one€or€more€dates€by€which€eachŠ x)Č$, Šparty€shall€identify€by€name,€address,€andŠ N*ž%- Štelephone€number€each€non„expert€whom€theŠ $+t&. Šparty€expects€to€call€as€a€witness€at€trialŠ ś+J'/ Š(other€than€solely€for€impeachment)Š Š, (0 Šseparately€identifying€those€whom€the€partyŠ ¦-ö(1 Šmay€call€only€if€the€need€arises;ü’’düŠ |.Ģ)2 Š‡ą ø ą€ū’’dū(C)€one€or€more€dates€by€which€eachŠ ° Šparty€shall€(i)€designate€those€witnessesŠ †Ö Šwhose€testimony€is€expected€to€be€presentedŠ \¬ Šby€means€of€a€deposition€(other€than€solelyŠ 2‚ Šfor€impeachment)€and€(ii)€provide€aŠ X Štranscript€of€the€pertinent€portions€of€anyŠ Ž. Šdeposition€testimony€that€was€not€takenŠ “  Šstenographically;ü’’düŠ Š Ś ŠĢ€€€€€€ņ ņ(B)ó ó€ū’’dū(D)ü’’dü€one€or€more€dates€by€which€eachŠ 6 †  Šparty€shall€identify€each€person€whom€theŠ  \  Šparty€expects€to€call€as€an€expert€witness€atŠ ā 2  Štrial,€including€all€information€specified€inŠ ø  ŠRule€2-402€ņ ņ(e)ó ó€ū’’dū(f)ü’’dü(1)(A);Š ŽŽ  ŠĢą ø ą€ū’’dū(E)€one€or€more€dates€by€which€eachŠ :Š  Šparty€shall€identify€each€document€or€otherŠ `  Šexhibit€that€the€party€expects€to€offer€atŠ ę6 Štrial€(other€than€solely€for€impeachment)Š ¼  Šseparately€identifying€those€which€the€partyŠ ’ā Šmay€offer€only€if€the€need€arises;ü’’düŠ hø ŠĢ€€€€€€ņ ņ(C)ó ó€ū’’dū(F)ü’’dü€one€or€more€dates€by€which€eachŠ d Šparty€shall€file€the€notice€required€by€RuleŠ ź: Š2-504.3€(b)€concerning€computer-generatedŠ Ą Ševidence;€€Š –ę ŠĢ€€€€€€ņ ņ(D)ó ó€ū’’dū(G)ü’’dü€a€date€by€which€all€discoveryŠ B’ Šmust€be€completed;€€Š h ŠĢ€€€€€€ņ ņ(E)ó ó€ū’’dū(H)ü’’dü€a€date€by€which€all€dispositive€Š Ä Šmotions€must€be€filed;€and€€Š šź ŠĢ€€€€€€ņ ņ(F)ó ó€ū’’dū(I)ü’’dü€any€other€matter€resolved€at€aŠ F –! Šscheduling€conference€held€pursuant€to€RuleŠ !l" Š2-504.1.€€Š ņ!B# ŠĢ€€€€(2)€€PermittedŠ ž#ī% ŠĢą ø ą€€€€A€scheduling€order€may€also€contain:€Š J%š ' ŠĢ€€€€€€(A)€any€limitations€on€discoveryŠ ö&F") Šotherwise€permitted€under€these€rules,Š Ģ'#* Šincluding€reasonable€limitations€on€theŠ ¢(ņ#+ Šnumber€of€interrogatories,€depositions,€andŠ x)Č$, Šother€forms€of€discovery;€€Š N*ž%- ŠĢ€€€€€€(B)€the€resolution€of€any€disputesŠ ś+J'/ Šexisting€between€the€parties€relating€toŠ Š, (0 Šdiscovery;€€Š ¦-ö(1 ŠŠ |.Ģ)2 Š€€€€€€(C)€a€date€by€which€any€additionalŠ ° Šparties€must€be€joined;€€Š †Ö ŠĢ€€€€€€(D)€a€specific€referral€to€or€directionŠ 2‚ Što€pursue€an€available€and€appropriate€formŠ X Šof€alternative€dispute€resolution,€includingŠ Ž. Ša€requirement€that€individuals€with€authorityŠ “  Što€settle€be€present€or€readily€available€forŠ Š Ś Šconsultation€during€the€alternative€disputeŠ ` ° Šresolution€proceeding,€provided€that€theŠ 6 †  Šreferral€or€direction€conforms€to€theŠ  \  Šlimitations€of€Rule€2-504.1€(e);€€Š ā 2  ŠĢ€€€€€€(E)€an€order€designating€or€providingŠ ŽŽ  Šfor€the€designation€of€a€neutral€expert€to€beŠ d“  Šcalled€as€the€court's€witness;€€Š :Š  ŠĢ€€€€€€(F)€a€further€scheduling€conference€orŠ ę6 Špretrial€conference€date;€and€€Š ¼  ŠĢ€€€€€€(G)€any€other€matter€pertinent€to€theŠ hø Šmanagement€of€the€action.€€Š >Ž ŠĢCross€reference:€€See€Rule€5-706€forŠ ź: Šauthority€of€the€court€to€appoint€expertŠ Ą Šwitnesses.€€Š –ę ŠĢSource:€€This€Rule€is€new.Š B’ ŠĢĢŅ°` ŅŅ°` Ņą  ąRule€2„504€was€accompanied€by€the€following€Reporterššs€Note.Š Ä ŠĢŅ` °ŅŅ` °Ņą ø ąThe€Discovery€Subcommittee€recommendsŠ pĄ  Šthat€categories€of€information€consistentŠ F –! Šwith€those€of€Federal€Rule€26€(a)(3)€beŠ !l" Šdisclosed€to€parties,€and€that€this€beŠ ņ!B# Šaccomplished€by€amending€the€requiredŠ Č"$ Šcontents€of€the€scheduling€order.Š ž#ī% ŠĢą ø ąThe€proposed€amendment€to€Rule€2„504Š J%š ' Š(b)(1)(B)€conforms€the€Rule€to€proposedŠ  &p!( Šchanges€to€Rule€2„402.Š ö&F") ŠĢĢŅ°` ŅŅ°` ŅÓÓą  ąThe€Vice€Chair€explained€that€the€amended€language€addsŠ x)Č$, Šthree€items€to€the€scheduling€order.€€The€first€is€the€date€byŠ $+t&. Šwhich€the€party€identifies€each€non„expert€witness,€the€second€isŠ Š, (0 Šthe€date€by€which€the€party€must€designate€the€witnesses€whoseŠ |.Ģ)2 Štestimony€is€expected€to€be€presented€by€means€of€a€deposition,Š ° Šand€the€third€is€the€date€by€which€the€party€must€identify€eachŠ \¬ Šdocument€or€other€exhibit€that€the€party€expects€to€offer€atŠ X Štrial.€€Š “  Šą  ąMs.€Potter€suggested€that€this€language€should€be€moved€toŠ ` ° ŠRule€2„504.2,€Pretrial€Conference,€because€it€is€too€difficult€toŠ  \  Šprovide€this€information€as€early€as€the€time€of€the€schedulingŠ ø  Šorder.€€Mr.€Brault€pointed€out€that€at€the€pretrial€conference,Š d“  Šdiscovery€has€already€closed.€€Mr.€Titus€remarked€that€a€partyŠ `  Šmay€not€know€which€witnesses€the€party€will€use€to€support€theŠ ¼  Špartyššs€position€until€just€before€the€trial.€€The€Vice€ChairŠ hø Šexpressed€her€agreement€with€Ms.€Potter€and€Mr.€Titus.€€She€saidŠ d Šthat€the€Rule€should€go€back€to€the€Subcommittee€for€furtherŠ Ą Šmodification.€€Ms.€Ogletree€pointed€out€that€in€her€county,€thereŠ l¼ Šare€no€pretrial€conferences,€only€settlement€conferences.€€€Š h Šą  ąThe€Chair€stated€that€this€new€language€should€go€into€theŠ Ä Šscheduling€order.€€Judge€Heller€commented€that€the€informationŠ pĄ  Šcould€be€provided€at€the€pretrial€conference.€€If€the€informationŠ !l" Šis€not€available€at€that€time,€the€judge€can€put€in€the€date€whenŠ Č"$ Šit€will€be€available.€€Mr.€Titus€said€that€in€a€simple€case,€itŠ t$Ä& Šis€not€necessary€to€mandate€the€witness€and€exhibit€list.€€TheŠ  &p!( ŠChair€noted€that€if€there€is€a€failure€to€name€a€witness,€theŠ Ģ'#* Šparty€gives€up€the€right€to€call€that€witness.€€The€other€partiesŠ x)Č$, Šshould€not€find€out€at€ņņvoiróó€ņņdireóó€who€the€witnesses€are.€€Ms.Š $+t&. ŠPotter€commented€that€if€the€new€language€remains€in€Rule€2„504,Š Š, (0 Šit€should€go€into€subsection€(b)(2)€as€optional.€€Š |.Ģ)2 Šą  ąMs.€Ogletree€pointed€out€that€ņņproóó€ņņseóó€litigants€do€notŠ ° Šunderstand€how€this€works.€€If€there€is€an€attorney€on€the€otherŠ \¬ Šside,€relevant€testimony€may€be€excluded.€€Mr.€Klein€commentedŠ X Šthat€the€court€has€to€set€a€pretrial€conference€which€can€coverŠ “  Šthe€additional€information€provided€in€the€new€language.€€Ms.Š ` ° ŠOgletree€estimated€that€only€about€1%€of€the€cases€in€her€countyŠ  \  Šhave€a€specific€pretrial€order.€€Putting€this€into€Rule€2„504.2Š ø  Šwill€disadvantage€the€many€ņņproóó€ņņseóó€litigants.€€Mr.€Brault€asked€ifŠ d“  Šthese€litigants€are€excused€from€answering€interrogatories.€€Ms.Š `  ŠOgletree€answered€that€the€domestic€relations€master€usuallyŠ ¼  Šallows€non„complying€information,€because€so€many€people€do€notŠ hø Šhave€counsel.€€Her€problem€with€the€rule€change€concerns€who€theŠ d Šparties€will€Ō_ŌcallŌ_Ō€at€trial.€€Mr.€Titus€expressed€the€opinion€thatŠ Ą Šthe€new€language€should€be€put€into€Rule€2„504.2.€€Judge€MissouriŠ l¼ Šadded€that€the€judge€needs€to€know€this€information.€€JudgeŠ h ŠHeller€agreed€with€moving€the€new€language€to€Rule€2„504.2.€€Š Ä Šą  ąThe€Reporter€questioned€as€to€whether€the€language€š šone€orŠ pĄ  Šmore€datesšš€should€be€deleted.€€The€Vice€Chair€said€that€thereŠ !l" Šseems€to€be€a€consensus€as€to€moving€the€new€language€to€Rule€2„Š Č"$ Š504.2.€€She€noted€that€it€could€be€discretionary€if€it€were€inŠ t$Ä& Šsubsection€(b)(2)€of€Rule€2„504.€€Ms.€Ogletree€expressed€herŠ  &p!( Šagreement€with€moving€the€new€language.€€Judge€Missouri€movedŠ Ģ'#* Šthat€the€new€language€could€be€placed€in€subsection€(b)(2)€ofŠ x)Č$, ŠRule€2„504€which€would€make€it€permissive.€€The€motion€wasŠ $+t&. Šseconded,€and€it€failed€on€a€vote€of€six€to€nine.€€The€CommitteeŠ Š, (0 Šagreed€by€consensus€to€place€the€new€language€in€Rule€2„504.2.€€Š |.Ģ)2 Šą  ąAfter€lunch,€the€Vice€Chair€presented€Form€No.€3,€GeneralŠ ° ŠInterrogatories,€and€Form€No.€7,€Motor€Vehicle€TortŠ \¬ ŠInterrogatories,€which€have€been€proposed€to€be€changed€toŠ X Šconform€to€changes€made€today.Š “  ŠŅ` °ŅŅ` °ŅÓÓĢŌ‡ XäöXXX09Ōą@˜ ˜ ģąMARYLAND€RULES€OF€PROCEDUREˆŠ 6 †  ŠĢą@,,"ģąAPPENDIX:€€FORMSˆŠ ā 2  ŠĢą@<< ģąFORM€INTERROGATORIESˆŠ ŽŽ  ŠĢĢą ø ąAMEND€Form€No.€3€„„€GeneralŠ `  ŠInterrogatories,€to€conform€Standard€GeneralŠ ę6 ŠInterrogatory€No.€2€to€an€amendment€to€Rule€Š ¼  Š2„402€which€expands€the€scope€of€discovery€byŠ ’ā Šinterrogatory€concerning€expert€witnesses,€asŠ hø Šfollows:Š >Ž ŠĢĢForm€No.€3€„€General€Interrogatoriesņ ņŠ Ą Šó óĢĢą@hh#ģąņ ņInterrogatoriesó óˆŠ B’ ŠĢĢ€€€€1.€€ņ ņIdentifyó ó€each€ņ ņpersonó ó,€other€than€aŠ Ņ" Šņ ņpersonó ó€intended€to€be€called€as€an€expertŠ ¶ Šwitness€at€trial,€having€discoverableŠ šź  Šinformation€that€tends€to€support€a€positionŠ p Ą! Šthat€you€have€taken€or€intend€to€take€in€thisŠ F!–" Šaction,€including€any€claim€for€damages,€andŠ "l# Šstate€the€subject€matter€of€the€informationŠ ņ"B$ Špossessed€by€that€ņ ņpersonó ó.€€(Standard€GeneralŠ Č#% ŠInterrogatory€No.€1.)Š ¬$ü& ŠĢ€€€€2.€€ņ ņIdentifyó ó€each€ņ ņpersonó ó€whom€you€expectŠ X&Ø!( Što€call€as€an€expert€witness€at€trial,€stateŠ <'Œ") Šthe€subject€matter€on€which€the€expert€isŠ (b#* Šexpected€to€testify,€state€the€substance€ofŠ č(8$+ Šthe€findings€and€opinions€to€which€the€expertŠ ¾)%, Šis€expected€to€testify€and€a€summary€of€theŠ ”*ä%- Šgrounds€for€each€opinion,€ņņand€with€respect€toŠ j+ŗ&. Šan€expert€whose€findings€and€opinions€wereŠ @,'/ Šacquired€in€anticipation€of€litigation€or€forŠ -f(0 Štrial,€summarize€the€qualifications€of€theŠ ģ-<)1 Šexpert,€state€the€terms€of€the€expert'sŠ ° Šcompensation,óó€and€attach€to€your€answers€ņņanyŠ †Ö Šavailable€list€of€publications€written€by€theŠ \¬ Šexpert€andóó€any€written€report€made€by€theŠ 2‚ Šexpert€concerning€ņ ņthoseó ó€ņņthe€expert'sóó€findingsŠ X Šand€opinions.€€(Standard€GeneralŠ Ž. ŠInterrogatory€No.€2.)Š “  ŠĢ€€€€3.€€If€you€intend€to€rely€upon€anyŠ ` ° Šņ ņdocumentsó ó€or€other€tangible€things€to€supportŠ 6 †  Ša€position€that€you€have€taken€or€intend€toŠ  j  Štake€in€the€action,€including€any€claim€forŠ š @  Šdamages,€provide€a€brief€description,€byŠ Ę  Šcategory€and€location,€of€all€such€ņ ņdocumentsó óŠ œģ  Šand€other€tangible€things,€and€ņ ņidentifyó ó€allŠ €Š  Šņ ņpersonsó ó€having€possession,€custody,€orŠ d“  Šcontrol€of€them.€€(Standard€GeneralŠ H˜  ŠInterrogatory€No.€3.)Š n ŠĢ€€€€4.€€Itemize€and€show€how€you€calculateŠ Ź Šany€economic€damages€claimed€by€you€in€thisŠ  š Šaction,€and€describe€any€non„economic€damagesŠ vĘ Šclaimed.€€(Standard€General€Interrogatory€No.Š Lœ Š4.)Š "r ŠĢ€€€€5.€€ņ ņó óIf€any€ņ ņpersonó ó€carrying€on€anŠ Ī Šinsurance€business€might€be€liable€to€satisfyŠ ² Špart€or€all€of€a€judgment€that€might€beŠ ˆŲ Šentered€in€this€action€or€to€indemnify€orŠ ^® Šreimburse€for€payments€made€to€satisfy€theŠ 4„ Šjudgment,€ņ ņidentifyó ó€that€ņ ņpersonó ó,€state€theŠ  Z Šapplicable€policy€limits€of€any€insuranceŠ ī> Šagreement€under€which€the€ņ ņpersonó ó€might€beŠ Ä  Šliable,€and€describe€any€question€orŠ Ø ų! Šchallenge€raised€by€the€ņ ņpersonó ó€relating€toŠ ~!Ī" Šcoverage€for€this€action.€€(Standard€GeneralŠ b"²# ŠInterrogatory€No.€5.)Š 8#ˆ$ Šņ ņĢCommittee€note:ó ó€€These€interrogatories€areŠ ņ$B & Šgeneral€in€nature€and€are€designed€to€be€usedŠ Ö%&!' Šin€a€broad€range€of€cases.Š ¬&ü!( ŠĢĢŅ°` ŅŅ°` Ņą  ąForm€No.€3€was€accompanied€by€the€following€Reporterššs€Note.Š .)~$+ ŠĢŅ` °ŅŅ` °Ņą ø ąThe€proposed€amendment€to€StandardŠ Ś**&- ŠGeneral€Interrogatory€No.€2€conforms€theŠ °+'. Šlanguage€of€that€Interrogatory€to€theŠ †,Ö'/ Šlanguage€of€the€proposed€amendment€to€Rule€2„Š \-¬(0 Š402€(f)(1)(B)€which€(1)€allows€a€party€byŠ 2.‚)1 Šinterrogatories€to€require€the€other€party€toŠ ° Šsummarize€the€qualifications€of€an€expert,Š †Ö Š(2)€to€produce€any€available€list€ofŠ \¬ Špublications€written€by€the€expert,€and€(3)Š 2‚ Što€state€the€terms€of€the€expertššsŠ X Šcompensatory,€all€of€which€apply€when€theŠ Ž. Šexpert€is€one€whose€findings€and€opinionsŠ “  Šwere€acquired€or€obtained€in€anticipation€ofŠ Š Ś Šlitigation€or€for€trial.Š ` ° ŠŌ#†X09XX Xäöʘ#ŌĢĢĢĢĢĢĢą@˜ ˜ ģąMARYLAND€RULES€OF€PROCEDUREˆŠ `  ŠĢą@hh#ģąAPPENDIX:€FORMSˆŠ ¼  ŠĢą@<< ģąFORM€INTERROGATORIESˆŠ hø ŠĢĢą ø ąAMEND€Form€No.€7€„€Motor€Vehicle€TortŠ ź: ŠInterrogatories,€for€conformity€with€proposedŠ Ą Šamendments€to€Rule€2„402,€as€follows:Š –ę ŠĢĢņ ņForm€7.€€Motor€Vehicle€Tort€Interrogatories.ó óŠ h ŠĢĢą@hh#ģąņ ņInterrogatoriesó óˆŠ Øų ŠĢ€€€.€.€.Š b ²! ŠĢą ø ą12.€€ņ ņIdentifyó ó€all€ņ ņpersonsó ó€who€have€givenŠ "^# Šyou€"statements,"€as€that€term€is€defined€inŠ ņ"B$ ŠRule€2-402€ņ ņ(d)ó ó€ņņ(e)óó,€concerning€the€action€orŠ Č#% Šits€subject€matter.€€For€each€statement,Š ž$ī& Šstate€the€date€on€which€it€was€given€andŠ t%Ä ' Šņ ņidentifyó ó€the€custodian.€(Standard€MotorŠ J&š!( ŠVehicle€Tort€Interrogatory€No.€12.)Š .'~") ŠĢ€€€.€.€.Š Ś(*$+ ŠĢĢŅ°` ŅŅ°` Ņą  ąForm€No.€7€was€accompanied€by€the€following€Reporterššs€Note.Š \+¬&. ŠĢŅ` °ŅŅ` °ŅŠ  -X(0 Šą ø ąThe€proposed€amendment€to€Form€No.€7Š ° Šconforms€the€Form€to€proposed€changes€to€RuleŠ †Ö Š2„402.Š \¬ ŠĢĢŅ°` ŅŅ°` ŅÓÓą  ąThe€Committee€agreed€by€consensus€to€the€changes,€which€willŠ Ž. Šbe€redrafted€if€Rule€2„402€is€changed€by€the€Subcommittee.€€Š Š Ś ŠÓÓĢAgenda€Item€3.€€Consideration€of€Source€Note€UpdatesŠ  \  Š________________________________________________________________Š ā 2  ŠĢĢÓÓą  ąThe€Vice€Chair€told€the€Committee€that€while€working€on€theŠ d“  Šthird€edition€of€her€book,€ņņMaryland€Rules€Commentaryóó,€she€noticedŠ `  Šthat€in€the€Discovery€Rules,€the€source€notes€that€refer€to€theŠ ¼  Šfederal€rules€are€no€longer€accurate.€€Should€these€be€updated?€€Š hø ŠThe€printed€e„mail€from€the€Reporter€to€the€Vice€Chair€in€theŠ d Šmeeting€materials€points€out€that€it€depends€on€the€philosophy€ofŠ Ą Šsource€notes.€€If€the€philosophy€is€that€the€Maryland€Rule€isŠ l¼ Šbased€upon€the€federal€rule€as€it€existed€on€the€date€that€theŠ h ŠMaryland€rule€was€adopted,€then€a€parenthetical€date€that€showsŠ Ä Šthe€year€of€the€applicable€historical€version€of€the€federal€ruleŠ pĄ  Šcan€be€inserted.€€If,€however,€the€philosophy€of€source€notes€isŠ !l" Šthat€they€should€function€more€like€cross€references€to€theŠ Č"$ Šcomparable€provisions€in€the€federal€rules,€then€all€federalŠ t$Ä& Šsource€notes€should€be€updated€to€the€current€location€of€theŠ  &p!( Šcomparable€provision.€€The€Chair€commented€that€using€theŠ Ģ'#* Šrenumbered€federal€rules€would€not€be€helpful€if€the€MarylandŠ x)Č$, Šrule€is€derived€from€an€earlier€version€that€uses€a€differentŠ $+t&. Šnumber.€€Š Š, (0 Šą  ąThe€Reporter€said€that€the€rulesšš€history€files€could€beŠ |.Ģ)2 Šchecked€to€see€which€federal€rule€the€Maryland€Rule€was€takenŠ ° Šfrom€at€the€time€it€was€drafted.€€Mr.€Klein€commented€that€thereŠ \¬ Šwould€be€an€obligation€to€keep€the€federal€rule€current€beyondŠ X Šthe€origin.€€The€Reporter€remarked€that€there€is€no€automaticŠ “  Šsource€of€flagging€these€changes.€€€The€Chair€stated€that€theŠ ` ° Šcitation€should€be€the€appropriate€federal€rule€and€year,€as€ofŠ  \  Šthe€adoption€fo€the€Maryland€Rule.€€Judge€McAuliffe€suggestedŠ ø  Šthat€this€could€be€worked€into€the€text€of€the€source€note.€€TheŠ d“  ŠVice€Chair€suggested€the€language,€š šRule€___€is€derived€from€theŠ `  Šņņ[year]óó€version€of€Fed.€R.€Civ.€P.€_____.€€The€Committee€agreed€byŠ ¼  Šconsensus€with€this€suggestion,€and€the€Reporter€stated€thatŠ hø Šsource€notes€that€contain€references€to€the€federal€rules€will€beŠ d Šamended€accordingly.Š Ą ŠÓÓĢAgenda€Item€4.€€Consideration€of€proposed€amendments€to€Rule€Š B’ Š€€9„105€(Show€Cause€Order;€Disability€of€a€party;€Other€Notice)Š h Š_________________________________________________________________Š ī> ŠĢĢÓÓą  ąMs.€Ogletree€presented€Rule€9„105,€Show€Cause€Order;Š pĄ  ŠDisability€of€a€Party;€Other€Notice,€for€the€CommitteeššsŠ !l" Šconsideration.€€€Š Č"$ ŠŅ` °ŅŅ` °ŅÓÓĢą@˜ ˜ ģąMARYLAND€RULES€OF€PROCEDUREˆŠ J%š ' ŠĢą@\ \ ģąTITLE€9€„€FAMILY€LAW€ACTIONSˆŠ ö&F") ŠĢą@| | ģąCHAPTER€100€„€ADOPTION;€GUARDIANSHIPˆŠ ¢(ņ#+ Šą@˜ ˜ ģąTERMINATING€PARENTAL€RIGHTSˆŠ x)Č$, ŠĢĢą ø ąAMEND€Rule€9„105€to€conform€to€statutoryŠ ś+J'/ Šchanges€pertaining€to€notice€to€parents€ofŠ Š, (0 Špersons€for€whom€a€guardian€is€to€beŠ ¦-ö(1 Šappointed,€as€follows:Š |.Ģ)2 Š‡ĢRule€9-105.€€SHOW€CAUSE€ORDER;€DISABILITY€OFŠ †Ö ŠA€PARTY;€OTHER€NOTICE€Š \¬ ŠĢĢ€€€.€.€.Š Ž. ŠĢ€€(b)€€Persons€to€be€ServedŠ Š Ś ŠĢ€€€€(1)€€In€Adoption€ProceedingŠ 6 †  ŠĢ€€€€€€(A)€€Subject€to€paragraphs€(1)(B),Š ā 2  Š(1)(C),€(1)(D),€and€(1)(E)€of€this€section,Š ø  Šif€the€petition€seeks€adoption,€the€showŠ ŽŽ  Šcause€order€shall€be€served€on€(i)€the€personŠ d“  Što€be€adopted,€if€the€person€is€10€years€oldŠ :Š  Šor€older;€(ii)€the€parents€of€the€person€toŠ `  Šbe€adopted;€and€(iii)€any€other€person€theŠ ę6 Šcourt€directs€to€be€served.€€Š ¼  ŠĢ€€€€€€(B)€€If€the€parental€rights€of€theŠ hø Šparents€of€the€person€to€be€adopted€have€beenŠ >Ž Šterminated€by€a€judgment€of€guardianship€withŠ d Šthe€right€to€consent€to€adoption,€serviceŠ ź: Šshall€be€on€the€guardian€instead€of€theŠ Ą Šparents.€€Š –ę Š€€€€€€(C)€€If€an€attorney€has€been€appointedŠ l¼ Što€represent€a€parent€or€the€person€to€beŠ B’ Šadopted,€service€shall€be€on€the€attorneyŠ h Šinstead€of€the€parent€or€person€to€beŠ ī> Šadopted.€€Š Ä ŠĢCross€reference:€€See€Rule€9-106€(a)Š pĄ  Šconcerning€appointment€of€attorney.Š F –! ŠĢ€€€€€€(D)€If€a€person€to€be€adopted€has€beenŠ ņ!B# Šadjudicated€to€be€a€child€in€need€ofŠ Č"$ Šassistance€in€a€prior€juvenile€proceeding€andŠ ž#ī% Šthe€court€is€satisfied€by€affidavit€orŠ t$Ä& Štestimony€that€the€petitioner€has€madeŠ J%š ' Šreasonable€good€faith€efforts€to€serve€theŠ  &p!( Šshow€cause€order€on€the€personššs€parent€byŠ ö&F") Šboth€certified€mail€and€private€process€atŠ Ģ'#* Šthe€addresses€specified€in€Code,€Family€LawŠ ¢(ņ#+ ŠArticle,€šš5-322€(b)€and€at€any€other€addressŠ x)Č$, Šactually€known€to€the€petitioner€as€one€whereŠ N*ž%- Šthe€parent€may€be€found,€the€court€shallŠ $+t&. Šorder€notice€by€publication€as€to€that€parentŠ ś+J'/ Špursuant€to€section€(c)€of€this€Rule.Š Š, (0 ŠĢ€€€€€€(E)€The€show€cause€order€need€not€beŠ |.Ģ)2 Šserved€on€a€person€who€has€executed€a€writtenŠ ° Šconsent€pursuant€to€Rule€9„102.Š †Ö ŠĢ€€€€(2)€€In€a€Guardianship€ProceedingŠ 2‚ ŠĢ€€€€€€(A)€€Subject€to€paragraphs€(2)(B)ņņ,óó€ņ ņandó óŠ Ž. Š(2)(C)ņņ,€and€(2)(D)óó€of€this€section,€if€theŠ “  Špetition€seeks€guardianship,€the€show€causeŠ Š Ś Šorder€shall€be€served€on€(i)€the€parents€ofŠ ` ° Šthe€person€for€whom€a€guardian€is€to€beŠ 6 †  Šappointed€and€(ii)€any€other€person€that€theŠ  \  Šcourt€directs€to€be€served.€€Š ā 2  ŠĢ€€€€€€(B)€€If€an€attorney€has€been€appointedŠ ŽŽ  Što€represent€a€parent€or€the€person€for€whomŠ d“  Ša€guardian€is€to€be€appointed,€service€shallŠ :Š  Šbe€on€the€attorney€instead€of€the€parent€orŠ `  Šperson€for€whom€a€guardian€is€to€beŠ ę6 Šappointed.€€Š ¼  ŠĢ€€€€€€(C)€€ņ ņThe€show€cause€order€need€not€beŠ hø Šserved€on:€(i)€a€parent€of€a€person€for€whomŠ >Ž Ša€guardian€is€to€be€appointed€if€theó ó€ņņIf€aóóŠ d Šperson€for€whom€a€guardian€is€to€be€appointedŠ ź: Šhas€been€adjudicated€to€be€a€child€in€need€ofŠ Ą Šassistance€in€a€prior€juvenile€proceeding€andŠ –ę Šthe€court€is€satisfied€by€affidavit€orŠ l¼ Štestimony€that€the€petitioner€has€madeŠ B’ Šreasonable€good€faith€efforts€to€serve€theŠ h Šshow€cause€order€on€the€ņņpersonššsóó€parent€byŠ ī> Šboth€certified€mail€and€private€process€atŠ Ä Šthe€addresses€specified€in€Code,€Family€LawŠ šź ŠArticle,€šš5-322€(b)€and€at€any€other€addressŠ pĄ  Šactually€known€to€the€petitioner€as€one€whereŠ F –! Šthe€parent€may€be€foundņ ņ;€or€(ii)€a€person€whoŠ !l" Šhas€executed€a€written€consent€pursuant€toŠ ņ!B# ŠRule€9-102ó óņņ,€the€court€shall€order€notice€byŠ Č"$ Špublication€as€to€that€parent€pursuant€toŠ ž#ī% Šsection€(c)€of€this€Ruleóó.Š t$Ä& ŠĢ€€€€€€ņņ(D)€The€show€cause€order€need€not€beŠ  &p!( Šserved€on€a€person€who€has€executed€a€writtenŠ ö&F") Šconsent€pursuant€to€Rule€9„102.óóŠ Ģ'#* ŠĢ€€(c)€€Method€of€ServiceŠ x)Č$, ŠĢą ø ą€€Except€as€otherwise€provided€in€thisŠ $+t&. ŠRule,€the€show€cause€order€shall€be€served€inŠ ś+J'/ Šthe€manner€provided€by€Rule€2-121.€€If€theŠ Š, (0 Šcourt€is€satisfied€by€affidavit€or€testimonyŠ ¦-ö(1 Šthat€the€petitioner€or€a€parent,€afterŠ |.Ģ)2 Šreasonable€efforts€made€in€good€faith,€hasŠ ° Šbeen€unable€to€ascertain€the€identity€orŠ †Ö Šwhereabouts€of€a€parent€entitled€to€serviceŠ \¬ Šunder€section€(b)€of€this€Rule,€the€court€mayŠ 2‚ Šorder,€as€to€that€parent,€that€the€show€causeŠ X Šorder€be€published€at€least€one€time€in€oneŠ Ž. Šor€more€newspapers€of€general€circulationŠ “  Špublished€in€the€county€in€which€the€petitionŠ Š Ś Šis€filed€and,€if€different,€in€the€county€ofŠ ` ° Šthat€parentššs€last€known€address.€€When€aŠ 6 †  Šshow€cause€order€is€published,€unless€theŠ  \  Šcourt€orders€otherwise,€the€show€cause€orderŠ ā 2  Šshall€identify€the€individual€who€is€theŠ ø  Šsubject€of€the€proceeding€only€as€"a€childŠ ŽŽ  Šborn€to"€followed€by€the€name€of€any€knownŠ d“  Šparent€of€the€child€and€shall€set€forth€theŠ :Š  Šmonth,€year,€county,€and€state€of€the€child'sŠ `  Šbirth,€to€the€extent€known.€€Š ę6 ŠĢCross€reference:€€See€Code,€Family€LawŠ ’ā ŠArticle,€šš5-322€(e),€setting€forth€theŠ hø Šefforts€necessary€to€support€a€finding€that€aŠ >Ž Šreasonable,€good€faith€effort€has€been€madeŠ d Šby€a€local€department€of€social€services€toŠ ź: Šlocate€a€parent.€€Š Ą ŠĢ€€€.€.€.Š l¼ ŠĢĢŅ°` ŅŅ°` Ņą  ąRule€9„105€was€accompanied€by€the€following€Reporterššs€Note.Š ī> ŠĢŅ` °ŅŅ` °Ņą ø ąChapter€496,€Acts€of€2001€(HB€705),Š šź Šmodified€notice€to€parents€of€persons€to€beŠ pĄ  Šadopted€by€providing€that€if€the€person€to€beŠ F –! Šadopted€already€has€been€adjudicated€to€be€aŠ !l" Šchild€in€need€of€assistance€and€theŠ ņ!B# Špetitioner€has€made€good€faith€efforts€toŠ Č"$ Šserve€a€show€cause€order€on€the€parent€byŠ ž#ī% Šcertified€mail€and€private€process,€the€courtŠ t$Ä& Šshall€order€notice€by€publication,€instead€ofŠ J%š ' Šwaiving€notice€which€the€previous€version€ofŠ  &p!( Šthe€statute€allowed.€€Publication€is€to€be€inŠ ö&F") Šone€or€more€newspapers€of€general€circulationŠ Ģ'#* Šin€the€county€in€which€the€petition€wasŠ ¢(ņ#+ Šfiled.€€The€same€modifications€also€apply€toŠ x)Č$, Šnotice€to€parents€of€persons€for€whom€aŠ N*ž%- Šguardian€is€to€be€appointed,€and€theŠ $+t&. Šappropriate€parallel€changes€to€subsectionŠ ś+J'/ Š(b)(2)€were€inadvertently€omitted€when€theŠ Š, (0 ŠRule€was€initially€revised.Ō‡XņŌXXX09ŌŠ ¦-ö(1 ŠŌ#†X09XXXņŌā#ŌŠ |.Ģ)2 Š‡Ņ°` ŅŅ°` ŅÓÓą  ąMs.€Ogletree€explained€that€Rule€9„105€was€changed€toŠ ° Šconform€to€statutory€changes€made€last€year€pertaining€to€noticeŠ \¬ Što€parents€of€persons€to€be€adopted.€€The€Rule€needs€to€beŠ X Šfurther€amended,€because€the€statutory€change€also€applied€toŠ “  Šnotice€to€parents€of€persons€for€whom€a€guardian€is€to€beŠ ` ° Šappointed,€and€this€part€of€the€Rule€was€not€amended€at€the€timeŠ  \  Šof€the€previous€change.€€The€amendments€to€subsection€(b)(2)Š ø  Šconform€to€the€amendments€already€made€to€subsection€(b)(1)€ofŠ d“  Šthe€Rule.€€The€Committee€agreed€by€consensus€to€the€changes€toŠ `  Šsubsection€(b)(2).€Š ¼  Šą  ąThe€Reporter€said€that€the€format€of€showing€changes€to€theŠ hø ŠRules€needs€to€be€modified,€because€the€shading€showing€newŠ d Šlanguage€is€difficult€to€read,€particularly€when€a€rule€is€e„Š Ą Šmailed€or€faxed.€€The€amendments€to€Rule€9„105€are€presented€in€aŠ l¼ Šproposed€revised€format.€€Instead€of€shading,€the€new€language€isŠ h Šunderlined.€€Deleted€language€is€shown€by€š šstrike„throughs.šš€€ForŠ Ä Šrules€changes,€the€Maryland€Register€uses€italics€for€newŠ pĄ  Šlanguage€and€brackets€for€deleted€language.€€The€Chair€does€notŠ !l" Šlike€brackets€around€deleted€language,€because€it€is€difficult€toŠ Č"$ Štell€where€the€deletion€begins€and€ends.€€The€Reporter€asked€ifŠ t$Ä& Šthe€Committee€agrees€with€using€strike„throughs€to€show€theŠ  &p!( Šdeletion€of€language€and€underlining€to€show€new€language.€€TheŠ Ģ'#* ŠChair€said€that€anything€easy€to€read€would€be€appropriate,€andŠ x)Č$, Šthe€Committee€agreed.Š $+t&. ŠÓÓĢŠ  ¦-ö(1 ŠAgenda€Item€5.€€Consideration€of€proposed€amendments€to€Rule€8.2Š ° Š€€(Judicial€and€Legal€Officials)€of€the€Maryland€Lawyersšš€RulesŠ †Ö Š€€of€Professional€ConductŠ \¬ Š_________________________________________________________________Š 2‚ ŠĢĢÓÓą  ąMr.€Brault€presented€Rule€8.2,€Judicial€and€Legal€Officials,Š “  Šfor€the€Committeeššs€consideration.€€€Š ` ° ŠŅ` °ŅŅ` °ŅÓÓĢŌ‡ XäöXXX09Ōą@˜ ˜ ģąMARYLAND€RULES€OF€PROCEDUREˆŠ ā 2  ŠĢą@l l ģąAPPENDIX€„€THE€MARYLAND€RULES€OFˆŠ ŽŽ  ŠĢą@<< ģąPROFESSIONAL€CONDUCTˆŠ :Š  ŠĢĢĢą ø ąAMEND€Rule€8.2€(b)€and€the€accompanyingŠ ’ā ŠComment€to€conform€them€to€the€language€ofŠ hø Šproposed€revised€Canon€5B€of€Rule€16„813,Š >Ž ŠCode€of€Judicial€Conduct,€as€follows:Š d ŠĢĢRule€8.2.€€JUDICIAL€AND€LEGAL€OFFICIALSŠ –ę ŠĢĢ€€(a)€€A€lawyer€shall€not€make€a€statementŠ h Šthat€the€lawyer€knows€to€be€false€or€withŠ ī> Šreckless€disregard€as€to€its€truth€or€falsityŠ Ä Šconcerning€the€qualifications€or€integrity€ofŠ šź Ša€judge,€adjudicatory€officer€or€public€legalŠ pĄ  Šofficer,€or€of€a€candidate€for€election€orŠ F –! Šappointment€to€judicial€or€legal€office.€€Š !l" ŠĢ€€(b)€€A€candidate€for€judicial€ņ ņpositionó óŠ Č"$ Šū’’dūofficeü’’dü€shall€not€make€ņ ņor€suffer€others€toŠ ž#ī% Šmake€for€him,€promises€of€conduct€in€officeŠ t$Ä& Šwhich€appeal€to€the€cupidity€or€prejudices€ofŠ J%š ' Šthe€appointing€or€electing€power;€he€shallŠ  &p!( Šnot€announce€in€advance€his€conclusions€ofŠ ö&F") Šlaw€on€disputed€issues€to€secure€classŠ Ģ'#* Šsupport,€and€he€shall€do€nothing€while€aŠ ¢(ņ#+ Šcandidate€to€create€the€impression€that€ifŠ x)Č$, Šchosen,€he€will€administer€his€office€withŠ N*ž%- Šbias,€partiality€or€improper€discriminationó óŠ $+t&. Šū’’dūpledges€or€promises€of€conduct€in€officeŠ ś+J'/ Šother€than€the€faithful€and€impartialŠ Š, (0 Šperformance€of€the€duties€of€that€office,Š ¦-ö(1 Šshall€not€announce€the€candidateššs€views€onŠ |.Ģ)2 Šdisputed€legal€or€political€issues,€and€shallŠ ° Šnot€misrepresent€the€identity€orŠ †Ö Šqualifications€of€the€candidate€or€anŠ \¬ Šopponent€or€other€factü’’dü.€€Š 2‚ ŠĢą@HH'ģąCOMMENTˆŠ Ž. ŠĢą ø ąAssessments€by€lawyers€are€relied€on€inŠ Š Ś Ševaluating€the€professional€or€personalŠ ` ° Šfitness€of€persons€being€considered€forŠ 6 †  Šelection€or€appointment€to€judicial€officeŠ  \  Šand€to€public€legal€offices,€such€as€attorneyŠ ā 2  Šgeneral,€prosecuting€attorney€and€publicŠ ø  Šdefender.€€Expressing€honest€and€candidŠ ŽŽ  Šopinions€on€such€matters€contributes€toŠ d“  Šimproving€the€administration€of€justice.Š :Š  ŠConversely,€false€statements€by€a€lawyer€canŠ `  Šunfairly€undermine€public€confidence€in€theŠ ę6 Šadministration€of€justice.Š ¼  ŠĢą ø ąTo€maintain€the€fair€and€independentŠ hø Šadministration€of€justice,€lawyers€areŠ >Ž Šencouraged€to€continue€traditional€efforts€toŠ d Šdefend€judges€and€courts€unjustly€criticized.Š ź: ŠĢĢCode€Comparison.š!š„€With€regard€to€Rule€8.2Š l¼ Š(a),€DR€8-102€(A)€provides€that€"A€lawyerŠ B’ Šshall€not€knowingly€make€false€statements€ofŠ h Šfact€concerning€the€qualifications€of€aŠ ī> Šcandidate€for€election€or€appointment€to€aŠ Ä Šjudicial€office."€€DR€8-102€(B)€provides€thatŠ šź Š"A€lawyer€shall€not€knowingly€make€falseŠ pĄ  Šaccusations€against€a€judge€or€otherŠ F –! Šadjudicatory€officer."€€Š !l" ŠĢą ø ąRule€8.2€(b)€is€ņ ņidenticaló ó€ū’’dūsimilarü’’dü€toŠ Č"$ ŠCanon€ņ ņXXIX€of€the€Canons€and€Rules€ofŠ ž#ī% ŠJudicial€Ethicsó ó€ū’’dū5B€of€Rule€16„813€of€theŠ t$Ä& ŠMaryland€Code€of€Judicial€Conductü’’dü,€which€isŠ J%š ' Šapplicable€to€judges€who€are€candidates€forŠ  &p!( Šjudicial€office.€€ņ ņAlthough€the€MarylandŠ ö&F") ŠDisciplinary€Rules€have€no€counterpart€toŠ Ģ'#* ŠRule€8.2€(b),€DR€8-103€of€the€Model€Code,Š ¢(ņ#+ Šadopted€by€the€ABA€after€the€Code€was€adoptedŠ x)Č$, Šin€Maryland,€is€the€same€as€Rule€8.2€(b)€inŠ N*ž%- Šsubstance.ó óŠ $+t&. ŠĢĢŅ°` ŅŅ°` Ņą  ąRule€8.2€was€accompanied€by€the€following€Reporterššs€Note.Š ¦-ö(1 ŠŠ |.Ģ)2 ŠŅ` °ŅŅ` °Ņą ø ąDuring€the€consideration€of€the€revisionŠ ° Šof€the€Code€of€Judicial€Conduct€(Rule€16„Š †Ö Š813),€M.€Peter€Moser,€Esq.,€a€consultant€whoŠ \¬ Šis€an€expert€in€legal€and€judicial€ethics,Š 2‚ Šsuggested€that€Rule€8.2€(b)€should€beŠ X Šconformed€to€the€standards€in€proposedŠ Ž. Šrevised€Canon€5B€of€Rule€16„813€of€theŠ “  ŠMaryland€Code€of€Judicial€Conduct€pertainingŠ Š Ś Što€candidates€for€judicial€office.Š ` ° ŠŌ#†X09XX Xäögģ#ŌĢĢŅ°` ŅŅ°` ŅÓÓą  ąMr.€Brault€explained€that€the€American€Bar€AssociationŠ ā 2  Šchanged€its€ethical€rules€for€attorneys€running€for€judicialŠ ŽŽ  Šoffice.€€The€idea€is€to€equate€the€ethical€constraints€of€anŠ :Š  Šattorney€seeking€judicial€office€to€those€of€a€judge€seekingŠ ę6 Šjudicial€office.€€The€proposed€new€language€is€derived€from€theŠ ’ā Šlanguage€of€proposed€revised€Canon€5B€of€Rule€16„813€of€theŠ >Ž ŠMaryland€Code€of€Judicial€Conduct€pertaining€to€candidates€forŠ ź: Šjudicial€office.€€This€would€place€a€judge€and€an€attorneyŠ –ę Šrunning€for€judicial€office€on€the€same€footing.€€Mr.€SykesŠ B’ Šquestioned€whether€the€U.S.€Supreme€Court€is€addressing€thisŠ ī> Šissue.€€Mr.€Brault€answered€that€the€Supreme€Court€is€currentlyŠ šź Šconsidering€this€in€ņņRepublican€Party€v.€Kellyóó,€247€F.€3d€854€(8ņņthóóŠ F –! ŠCir.€2001),€cert.€granted,€122€S.€Ct.€643€(2001).€€In€that€case,Š ņ!B# Šthe€lower€court€held€that€Minnesota€Code€of€Judicial€Conduct,Š ž#ī% ŠCanon€5,€which€restricts€candidates€for€judicial€office€fromŠ J%š ' Šattending€and€speaking€at€partisan€political€gatherings€andŠ ö&F") Šannouncing€their€views€on€disputed€legal€and€political€issues,Š ¢(ņ#+ Šwas€constitutional.€€Judge€McAuliffe€pointed€out€that€theŠ N*ž%- Šlanguage€in€the€Judicial€Ethics€Rule€is€š š...shall€not€announceŠ ś+J'/ Šthe€candidateššs€views€on€disputed€legal€or€political€issuesŠ ¦-ö(1 Šņņlikely€to€come€before€the€judgeóó.šš€€He€asked€why€the€last€sixŠ ° Šwords€had€been€deleted€from€the€new€language.€€The€AssistantŠ \¬ ŠReporter€said€that€this€language€had€been€taken€out€because€RuleŠ X Š8.2€only€applies€to€attorneys.€€Judge€McAuliffe€expressed€theŠ “  Šview€that€the€language€should€be€added€to€Rule€8.2.€€€Š ` ° Šą  ąMr.€Titus€asked€if€an€attorney€who€is€running€for€judge€canŠ  \  Šstate€in€his€or€her€campaign€that€if€the€attorney€is€chosen€as€aŠ ø  Šjudge,€he€or€she€will€be€very€strict€with€persons€charged€withŠ d“  Šdriving€while€intoxicated.€€Judge€McAuliffe€responded€that€aŠ `  Šjudge€cannot€discuss€his€or€her€views€on€a€subject€such€as€this.€Š ¼  ŠM.€Peter€Moser,€Esq.,€a€consultant€to€the€General€CourtŠ hø ŠAdministration€Subcommittee€who€is€an€expert€on€judicial€ethics,Š d Šhad€suggested€that€the€judicial€ethics€rule€add€the€languageŠ Ą Šš šlikely€to€come€before€the€judge,šš€and€the€same€language€shouldŠ l¼ Šbe€added€in€to€Rule€8.2.€€The€Vice€Chair€suggested€that€the€addedŠ h Šlanguage€could€be:€š šlikely€to€appear€before€the€candidate,€if€theŠ Ä Šcandidate€were€elected.šš€€Mr.€Brault€suggested€that€the€could€beŠ pĄ  Šlanguage€š šlikely€to€come€before€the€court€to€which€the€lawyerŠ !l" Šseeks€to€be€elected.šš€€The€Chair€commented€that€this€would€tieŠ Č"$ Šthe€language€to€the€judicial€ethics€rule.Š t$Ä& Šą  ąThe€Chair€said€that€a€candidate€who€is€an€attorney€and€whoŠ  &p!( Šsteps€out€of€line€but€is€not€elected€to€be€a€judge€may€faceŠ Ģ'#* Šattorney€discipline€proceedings€before€the€Attorney€GrievanceŠ x)Č$, ŠCommission.€€If€the€attorney€were€elected,€he€or€she€could€faceŠ $+t&. Šproceedings€before€the€Judicial€Disabilities€Commission.€€Mr.Š Š, (0 ŠTitus€questioned€whether€an€attorney€running€for€judicial€officeŠ |.Ģ)2 Šcan€state€that€he€or€she€will€be€more€strict€as€to€crime€thanŠ ° Šsome€judges€and€will€put€more€people€in€jail.€€Mr.€BraultŠ \¬ Šremarked€that€statements€of€opinion,€such€as€that€the€candidateŠ X Šis€opposed€to€abortion€and€divorce,€would€cross€the€line€as€toŠ “  Šwhat€is€proper.€€The€Vice€Chair€suggested€that€the€languageŠ ` ° Šš šlikely€to€come€before€the€court€to€which€the€lawyer€seeks€to€beŠ  \  Šelectedšš€should€be€added€to€section€(b)€of€Rule€8.2€to€conform€itŠ ø  Što€the€judicial€ethics€rule.€€Š d“  Šą  ąMr.€Titus€expressed€the€view€that€the€language€š šdisputed€...Š `  Špolitical€issuesšš€is€dangerous.€€Mr.€Maloney€suggested€that€theŠ ¼  Šlanguage€š šon€disputed€legal€or€political€issuesšš€should€beŠ hø Šdeleted.€€Judge€McAuliffe€pointed€out€that€this€language€hasŠ d Šalready€been€approved€in€the€corresponding€judicial€ethics€rule.€€Š Ą ŠMr.€Brault€added€that€it€should€be€the€same€rule€for€both.€€TheŠ l¼ ŠCommittee€approved€by€consensus€the€addition€of€language€similarŠ h Što€š šlikely€to€come€before€the€court€to€which€the€lawyer€seeks€toŠ Ä Šbe€elected.šš€€The€Reporter€said€that€the€Style€Subcommittee€willŠ pĄ  Šrevise€this€language.€€Š !l" ŠÓÓĢAgenda€Item€6.€€Reconsideration€of€proposed€amendments€to:€RuleŠ ž#ī% Š€€2„510€(Subpoenas),€Rule€3„510€(Subpoenas),€and€Rule€4„266Š t$Ä& Š€€(Subpoenas€š!š€Generally)Š J%š ' Š_________________________________________________________________Š  &p!( ŠĢÓÓą  ąMr.€Hochberg€presented€Rules€2„510,€Subpoenas,€3„510,Š Ģ'#* ŠSubpoenas,€and€Rule€4„266,€Subpoenas€š!š€Generally,€for€theŠ x)Č$, ŠCommitteeššs€consideration.€€Š $+t&. ŠŅ` °ŅŅ` °ŅÓÓĢŌ‡ XäöXXX09ŌŠ  ¦-ö(1 Šą@˜ ˜ ģąMARYLAND€RULES€OF€PROCEDUREˆŠ ° ŠĢą@P P ģąTITLE€2€„€CIVIL€PROCEDURE€„€CIRCUIT€COURTˆŠ \¬ ŠĢą@xx!ģąCHAPTER€500€„€TRIALˆŠ X ŠĢĢą ø ąAMEND€Rule€2„510€to€provide€additionalŠ Š Ś Šmethods€of€service€of€a€subpoena,€to€expandŠ ` ° Šthe€procedure€for€obtaining€hospital€recordsŠ 6 †  Što€apply€to€the€records€of€all€health€careŠ  \  Šproviders,€and€to€add€a€cross€reference€toŠ ā 2  ŠCode,€Health„General€Article,€šš4„306,€asŠ ø  Šfollows:Š ŽŽ  ŠĢĢRule€2„510.€€SUBPOENASŠ `  ŠĢĢ€€(a)€€UseŠ ’ā ŠĢą ø ą€€A€subpoena€is€required€to€compel€theŠ >Ž Šperson€to€whom€it€is€directed€to€attend,€giveŠ d Štestimony,€and€produce€designated€documentsŠ ź: Šor€other€tangible€things€at€a€courtŠ Ą Šproceeding,€including€proceedings€before€aŠ –ę Šmaster,€auditor,€or€examiner.€€A€subpoena€isŠ l¼ Šalso€required€to€compel€a€nonparty€and€may€beŠ B’ Šused€to€compel€a€party€over€whom€the€courtŠ h Šhas€acquired€jurisdiction€to€attend,€giveŠ ī> Štestimony,€and€produce€and€permit€inspectionŠ Ä Šand€copying€of€designated€documents€or€otherŠ šź Štangible€things€at€a€deposition.€€A€subpoenaŠ pĄ  Šshall€not€be€used€for€any€other€purpose.€IfŠ F –! Šthe€court,€on€motion€of€a€party€alleging€aŠ !l" Šviolation€of€this€section€or€on€its€ownŠ ņ!B# Šinitiative,€after€affording€the€allegedŠ Č"$ Šviolator€a€hearing,€finds€that€a€party€orŠ ž#ī% Šattorney€used€or€attempted€to€use€a€subpoenaŠ t$Ä& Šfor€a€purpose€other€than€a€purpose€allowedŠ J%š ' Šunder€this€section,€the€court€may€impose€anŠ  &p!( Šappropriate€sanction€upon€the€party€orŠ ö&F") Šattorney,€including€an€award€of€a€reasonableŠ Ģ'#* Šattorney's€fee€and€costs,€the€exclusion€ofŠ ¢(ņ#+ Ševidence€obtained€by€the€subpoena,€andŠ x)Č$, Šreimbursement€of€any€person€inconveniencedŠ N*ž%- Šfor€time€and€expenses€incurred.€€Š $+t&. ŠĢ€€(b)€€IssuanceŠ Š, (0 ŠĢą ø ą€€On€the€request€of€a€person€entitled€toŠ |.Ģ)2 Šthe€issuance€of€a€subpoena,€the€clerk€shallŠ ° Šissue€a€completed€subpoena,€or€provide€aŠ †Ö Šblank€€form€of€subpoena€which€shall€be€filledŠ \¬ Šin€and€returned€to€the€clerk€to€be€signed€andŠ 2‚ Šsealed€before€service.€€On€the€request€of€anŠ X Šattorney€or€other€officer€of€the€courtŠ Ž. Šentitled€to€the€issuance€of€a€subpoena,€theŠ “  Šclerk€shall€issue€a€subpoena€signed€andŠ Š Ś Šsealed€but€otherwise€in€blank,€which€shall€beŠ ` ° Šfilled€in€before€service.€€Š 6 †  ŠĢ€€(c)€€FormŠ ā 2  ŠĢą ø ą€€Every€subpoena€shall€contain:€(1)€theŠ ŽŽ  Šcaption€of€the€action,€(2)€the€name€andŠ d“  Šaddress€of€the€person€to€whom€it€is€directed,Š :Š  Š(3)€the€name€of€the€person€at€whose€requestŠ `  Šit€is€issued,€(4)€the€date,€time,€and€placeŠ ę6 Šwhere€attendance€is€required,€(5)€aŠ ¼  Šdescription€of€any€documents€or€otherŠ ’ā Štangible€things€to€be€produced,€and€(6)€whenŠ hø Šrequired€by€Rule€2-412€(d),€a€notice€toŠ >Ž Šdesignate€the€person€to€testify.€€Š d ŠĢ€€(d)€€ServiceŠ Ą ŠĢą ø ą€€A€subpoena€shall€be€served€byŠ l¼ Šdelivering€a€copy€either€to€the€person€namedŠ B’ Šor€to€an€agent€authorized€by€appointment€orŠ h Šby€law€to€receive€service€for€the€personŠ ī> Šnamed€ū€€€(ūor€as€permitted€by€Rule€2„121€(a)(3).€Š Ä ŠService€of€a€subpoena€upon€a€partyŠ šź Šrepresented€by€an€attorney€may€be€made€byŠ pĄ  Šservice€upon€the€attorney€as€permitted€byŠ F –! ŠRule€1„321€(a)ü€€€(ü.€€A€subpoena€may€be€served€byŠ !l" Ša€sheriff€of€any€county€or€by€any€person€whoŠ ņ!B# Šis€not€a€party€and€who€is€not€less€than€18Š Č"$ Šyears€of€age.€€Unless€impracticable,€a€partyŠ ž#ī% Šshall€make€a€good€faith€effort€to€cause€aŠ t$Ä& Štrial€or€hearing€subpoena€to€be€served€atŠ J%š ' Šleast€five€days€before€the€trial€or€hearing.€€Š  &p!( ŠĢCross€reference:€€See€Code,€Courts€Article,Š Ģ'#* Ššš6„410,€concerning€service€upon€certainŠ ¢(ņ#+ Špersons€other€than€the€custodian€of€publicŠ x)Č$, Šrecords€named€in€the€subpoena€if€theŠ N*ž%- Šcustodian€is€not€known€and€cannot€beŠ $+t&. Šascertained€after€a€reasonable€effort.Š ś+J'/ ŠĢ€€(e)€€Objection€to€Subpoena€for€CourtŠ ¦-ö(1 ŠProceedingsŠ |.Ģ)2 Š‡ą ø ą€€On€motion€of€a€person€served€with€aŠ ° Šsubpoena€to€attend€a€court€proceedingŠ †Ö Š(including€a€proceeding€before€a€master,Š \¬ Šauditor,€or€examiner)€filed€promptly€and,Š 2‚ Šwhenever€practicable,€at€or€before€the€timeŠ X Šspecified€in€the€subpoena€for€compliance,€theŠ Ž. Šcourt€may€enter€an€order€that€justiceŠ “  Šrequires€to€protect€the€person€fromŠ Š Ś Šannoyance,€embarrassment,€oppression,€orŠ ` ° Šundue€burden€or€expense,€including€one€orŠ 6 †  Šmore€of€the€following:€€Š  \  ŠĢ€€€€(1)€€that€the€subpoena€be€quashed€orŠ ø  Šmodified;€€Š ŽŽ  ŠĢ€€€€(2)€€that€the€subpoena€be€complied€withŠ :Š  Šonly€at€some€designated€time€or€place€otherŠ `  Šthan€that€stated€in€the€subpoena;€€Š ę6 ŠĢ€€€€(3)€€that€documents€or€other€tangibleŠ ’ā Šthings€designated€in€the€subpoena€be€producedŠ hø Šonly€upon€the€advancement€by€the€partyŠ >Ž Šserving€the€subpoena€of€the€reasonable€costsŠ d Šof€producing€them;€or€€Š ź: ŠĢ€€€€(4)€€that€documents€or€other€tangibleŠ –ę Šthings€designated€in€the€subpoena€beŠ l¼ Šdelivered€to€the€court€at€or€before€theŠ B’ Šproceeding€or€before€the€time€when€they€areŠ h Što€be€offered€in€evidence,€subject€to€furtherŠ ī> Šorder€of€court€to€permit€inspection€of€them.€€Š Ä ŠĢ€€(f)€€Objection€to€Subpoena€for€DepositionŠ pĄ  ŠĢą ø ą€€A€person€served€with€a€subpoena€toŠ !l" Šattend€a€deposition€may€seek€a€protectiveŠ ņ!B# Šorder€pursuant€to€Rule€2-403.€€If€theŠ Č"$ Šsubpoena€also€commands€the€production€ofŠ ž#ī% Šdocuments€or€other€tangible€things€at€theŠ t$Ä& Šdeposition,€the€person€served€may€seek€aŠ J%š ' Šprotective€order€pursuant€to€Rule€2-403€orŠ  &p!( Šmay€file,€within€ten€days€after€service€ofŠ ö&F") Šthe€subpoena,€an€objection€to€production€ofŠ Ģ'#* Šany€or€all€of€the€designated€materials.€€TheŠ ¢(ņ#+ Šobjection€shall€be€in€writing€and€shall€stateŠ x)Č$, Šthe€reasons€for€the€objection.€€If€anŠ N*ž%- Šobjection€is€filed,€the€party€serving€theŠ $+t&. Šsubpoena€is€not€entitled€to€production€of€theŠ ś+J'/ Šmaterials€except€pursuant€to€an€order€of€theŠ Š, (0 Šcourt€from€which€the€subpoena€was€issued.€€AtŠ ¦-ö(1 Šany€time€before€or€within€15€days€afterŠ |.Ģ)2 Šcompletion€of€the€deposition€and€upon€noticeŠ ° Što€the€deponent,€the€party€serving€theŠ †Ö Šsubpoena€may€move€for€an€order€to€compel€theŠ \¬ Šproduction.€€Š 2‚ ŠĢ€€(g)€€Protection€of€Persons€Subject€toŠ Ž. ŠSubpoenasŠ “  ŠĢą ø ą€€A€party€or€an€attorney€responsible€forŠ ` ° Šthe€issuance€and€service€of€a€subpoena€shallŠ 6 †  Štake€reasonable€steps€to€avoid€imposing€undueŠ  \  Šburden€or€expense€on€a€person€subject€to€theŠ ā 2  Šsubpoena.€€Š ø  ŠĢCross€reference:€€For€the€availability€ofŠ d“  Šsanctions€for€violations€of€this€section,€seeŠ :Š  ŠRules€1-201€(a)€and€1-341.Š `  ŠĢ€€(h)€€Hospital€RecordsŠ ¼  ŠĢ€€€€(1)€€A€ņ ņhospitaló ó€ū’’dūhealth€care€provider,€asŠ hø Šdefined€by€Code,€Courts€Article,€šš3„2A„01Š >Ž Š(e),ü’’dü€served€with€a€subpoena€to€produce€atŠ d Štrial€records,€including€x-ray€films,Š ź: Šrelating€to€the€condition€or€treatment€of€aŠ Ą Špatient€may€comply€by€delivering€the€recordsŠ –ę Što€the€clerk€of€the€court€that€issued€theŠ l¼ Šsubpoena€at€or€before€the€time€specified€forŠ B’ Šproduction.€€The€ņ ņhospitaló ó€ū’’dūhealth€careŠ h Šproviderü’’dü€may€produce€exact€copies€of€theŠ ī> Šrecords€designated€unless€the€subpoenaŠ Ä Šspecifies€that€the€original€records€beŠ šź Šproduced.€€The€records€shall€be€delivered€inŠ pĄ  Ša€sealed€envelope€labeled€with€the€caption€ofŠ F –! Šthe€action,€the€date€specified€forŠ !l" Šproduction,€and€the€name€and€address€of€theŠ ņ!B# Šperson€at€whose€request€the€subpoena€wasŠ Č"$ Šissued.€€The€records€shall€be€accompanied€byŠ ž#ī% Ša€certificate€of€the€custodian€that€they€areŠ t$Ä& Šthe€complete€records€for€the€patient€for€theŠ J%š ' Šperiod€designated€in€the€subpoena€and€thatŠ  &p!( Šthe€records€are€maintained€in€the€regularŠ ö&F") Šcourse€of€business€of€the€ņ ņhospitaló ó€ū’’dūhealthŠ Ģ'#* Šcare€providerü’’dü.€€The€certification€shall€beŠ ¢(ņ#+ Šprima€facie€evidence€of€the€authenticity€ofŠ x)Č$, Šthe€records.€€Š N*ž%- ŠĢ€€€€(2)€€Upon€commencement€of€the€trial,€theŠ ś+J'/ Šclerk€shall€release€the€records€only€to€theŠ Š, (0 Šcourtroom€clerk€assigned€to€the€trial.€TheŠ ¦-ö(1 Šcourtroom€clerk€shall€return€the€records€toŠ |.Ģ)2 Šthe€clerk€promptly€upon€completion€of€trialŠ ° Šor€at€an€earlier€time€if€there€is€no€longer€aŠ †Ö Šneed€for€them.€€Upon€final€disposition€of€theŠ \¬ Šaction€the€clerk€shall€return€the€originalŠ 2‚ Šrecords€to€the€ņ ņhospitaló ó€ū’’dūhealth€care€providerü’’düŠ X Šbut€need€not€return€copies.€€Š Ž. ŠĢ€€€€(3)€€When€the€actual€presence€of€theŠ Š Ś Šcustodian€of€medical€records€is€required,€theŠ ` ° Šsubpoena€shall€so€state.€€Š 6 †  ŠĢCross€reference:€€Code,€Courts€Article,Š ā 2  Ššš10-104€includes€an€alternative€method€ofŠ ø  Šauthenticating€medical€records€in€certainŠ ŽŽ  Šcases€transferred€from€the€District€CourtŠ d“  Šupon€a€demand€for€a€jury€trial.€€ū’’dūCode,Š :Š  ŠHealth„General€Article,€šš4„306€requires€thatŠ `  Ša€subpoena€to€produce€medical€records€withoutŠ ę6 Šthe€authorization€of€a€person€in€interestŠ ¼  Šmust€be€accompanied€by€a€certification€that€aŠ ’ā Šcopy€of€the€subpoena€has€been€served€on€theŠ hø Šperson€whose€records€are€being€sought€or€aŠ >Ž Šcertification€that€service€of€the€subpoenaŠ d Šhas€been€waived€by€the€court€for€good€causeŠ ź: Šshown.ü’’düŠ Ą ŠĢ€€(i)€€AttachmentŠ l¼ ŠĢą ø ą€€A€witness€served€with€a€subpoena€underŠ h Šthis€Rule€is€liable€to€body€attachment€andŠ ī> Šfine€for€failure€to€obey€the€subpoena€withoutŠ Ä Šsufficient€excuse.€€The€writ€of€attachmentŠ šź Šmay€be€executed€by€the€sheriff€or€peaceŠ pĄ  Šofficer€of€any€county€and€shall€be€returnedŠ F –! Što€the€court€issuing€it.€€The€witnessŠ !l" Šattached€shall€be€taken€immediately€beforeŠ ņ!B# Šthe€court€if€then€in€session.€€If€the€courtŠ Č"$ Šis€not€in€session,€the€witness€shall€be€takenŠ ž#ī% Šbefore€a€judicial€officer€of€the€DistrictŠ t$Ä& ŠCourt€for€a€determination€of€appropriateŠ J%š ' Šconditions€of€release€to€ensure€the€witness'Š  &p!( Šappearance€at€the€next€session€of€the€courtŠ ö&F") Šthat€issued€the€attachment.€€Š Ģ'#* ŠĢSource:€€This€Rule€is€derived€as€follows:€€Š x)Č$, Š€€Section€(a)€is€new€but€the€second€sentenceŠ N*ž%- Šis€derived€in€part€from€former€Rule€407€a.€€Š $+t&. Š€€Section€(b)€is€new.€€Š ś+J'/ Š€€Section€(c)€is€derived€from€former€RulesŠ Š, (0 Š114€a€and€b,€115€a€and€405€a€2€(b).€€Š ¦-ö(1 Š€€Section€(d)€is€derived€from€former€RulesŠ |.Ģ)2 Š104€a€and€b€and€116€b.€€€€Section€(e)€isŠ ° Šderived€from€former€Rule€115€b.€€Š †Ö Š€€Section€(f)€is€derived€from€FRCP€45€(d)Š \¬ Š(1).€€Š 2‚ Š€€Section€(g)€is€derived€from€FRCP€45€(c)Š X Š(1).€€Š Ž. Š€€Section€(h)€is€new.€€Š “  Š€€Section€(i)€is€derived€from€former€RulesŠ Š Ś Š114€d€and€742€e.Š ` ° ŠĢĢŅ°` ŅŅ°` Ņą  ąRule€2„510€was€accompanied€by€the€following€Reporterššs€Note.Š ā 2  ŠĢŅ` °ŅŅ` °Ņą ø ąAmendments€to€Rules€2„510€and€3„510€areŠ ŽŽ  Šbeing€proposed€to€provide€additional€methodsŠ d“  Šof€serving€subpoenas€and€to€expand€theŠ :Š  Šprocedure€for€obtaining€hospital€records€toŠ `  Šinclude€records€of€all€health€care€providers.Š ę6 ŠĢą ø ąProposed€amendments€to€Rules€2„510€(d)Š ’ā Šand€3„510€(d)€provide€in€each€Rule€twoŠ hø Šadditional€methods€of€serving€a€subpoena.Š >Ž ŠĢą ø ąThe€first€additional€method€is€š šasŠ ź: Špermitted€byšš€subsection€(a)(3)€of€Rule€2„121Š Ą Šor€3„121.€€That€subsection€reads€as€follows:Š –ę ŠĢŅø ` ŅŅø ` Ņ€€(a)€€GenerallyŠ B’ ŠĢą  ą€€Service€of€process€may€beŠ ī> Šmade€within€this€State€or,€whenŠ Ä Šauthorized€by€the€law€of€thisŠ šź ŠState,€outside€of€this€State€.€.€.Š pĄ  Š(3)€by€mailing€to€the€person€to€beŠ F –! Šserved€a€copy€of€the€summons,Š !l" Šcomplaint,€and€all€other€papersŠ ņ!B# Šfiled€with€it€by€certified€mailŠ Č"$ Šrequesting:€š šRestricted€Delivery€š"šŠ ž#ī% Šshow€to€whom,€date,€address€ofŠ t$Ä& Šdelivery.šš€€Service€by€certifiedŠ J%š ' Šmail€under€this€Rule€is€completeŠ  &p!( Šupon€delivery.€€Service€outside€ofŠ ö&F") Šthe€state€may€also€be€made€in€theŠ Ģ'#* Šmanner€prescribed€by€the€court€orŠ ¢(ņ#+ Šprescribed€by€the€foreignŠ x)Č$, Šjurisdiction€if€reasonablyŠ N*ž%- Šcalculated€to€give€actual€notice.Š $+t&. ŠĢŅ` ø ŅŅ` ø Ņą ø ąThe€second€additional€method€applies€toŠ Š, (0 Šservice€of€a€subpoena€on€a€party€representedŠ ¦-ö(1 Šby€an€attorney.€€The€proposed€amendmentŠ |.Ģ)2 Šallows€service€to€be€made€on€the€attorney€š šasŠ ° Špermitted€by€Rule€1„321€(a).šš€€Rule€1„321€(a)Š †Ö Šreads€as€follows:Š \¬ ŠĢĢŅø ` ŅŅø ` Ņ€€(a)€€GenerallyŠ Ž. ŠĢą  ą€€Except€as€otherwise€providedŠ Š Ś Šin€these€rules€or€by€order€ofŠ ` ° Šcourt,€every€pleading€and€otherŠ 6 †  Špaper€filed€after€the€original€Š  \  Špleading€shall€be€served€upon€eachŠ ā 2  Šof€the€parties.€€If€service€isŠ ø  Šrequired€or€permitted€to€be€madeŠ ŽŽ  Šupon€a€party€represented€by€anŠ d“  Šattorney,€service€shall€be€madeŠ :Š  Šupon€the€attorney€unless€serviceŠ `  Šupon€the€party€is€ordered€by€theŠ ę6 Šcourt.€€Service€upon€the€attorneyŠ ¼  Šor€upon€a€party€shall€be€made€byŠ ’ā Šdelivery€of€a€copy€or€by€mailing€itŠ hø Što€the€address€most€recently€statedŠ >Ž Šin€a€pleading€or€paper€filed€by€theŠ d Šattorney€or€party,€or€if€notŠ ź: Šstated,€to€the€last€known€address.Š Ą ŠDelivery€of€a€copy€within€this€RuleŠ –ę Šmeans:€handing€it€to€the€attorneyŠ l¼ Šor€to€the€party;€or€leaving€it€at€Š B’ Šthe€office€of€the€person€to€beŠ h Šserved€with€an€individual€inŠ ī> Šcharge;€or,€if€there€is€no€one€inŠ Ä Šcharge,€leaving€it€in€a€conspicuousŠ šź Šplace€in€the€office;€or,€if€theŠ pĄ  Šoffice€is€closed€or€the€person€toŠ F –! Šbe€served€has€no€office,€leaving€itŠ !l" Šat€the€dwelling€house€or€usualŠ ņ!B# Šplace€of€abode€of€that€person€withŠ Č"$ Šsome€individual€of€suitable€age€andŠ ž#ī% Šdiscretion€who€is€residing€there.€Š t$Ä& ŠService€by€mail€is€complete€uponŠ J%š ' Šmailing.€Š  &p!( ŠŅ°ø ŅŅ°ø ŅĢĢŅ` °ŅŅ` °Ņą ø ąThe€Vice€Chair€of€the€Rules€CommitteeŠ ¢(ņ#+ Šhas€requested€that€the€procedure€forŠ x)Č$, Šobtaining€hospital€records€by€subpoena€inŠ N*ž%- Šsection€(h)€be€extended€to€other€types€ofŠ $+t&. Šrecords.€€The€Trial€Subcommittee€inŠ ś+J'/ Šconsidering€this€issue€did€not€want€to€extendŠ Š, (0 Šthe€procedure€to€obtaining€all€types€ofŠ ¦-ö(1 Šrecords,€but€they€feel€that€it€would€beŠ |.Ģ)2 Šappropriate€for€obtaining€the€records€of€allŠ ° Šhealth€care€providers€as€defined€in€Code,Š †Ö ŠCourts€Article,€šš3„2A„01€(e).€€TheŠ \¬ ŠSubcommittee€added€a€cross€reference€to€Code,Š 2‚ ŠHealth„General€Article,€šš4„306€so€that€theŠ X Šbar€will€be€aware€that€a€certificate€ofŠ Ž. Šservice€must€be€made€on€the€person€whoseŠ “  Šrecords€are€being€sought€without€theirŠ Š Ś Šauthorization.Š ` ° ŠŌ#†X09XX Xäö.#ŌĢĢĢĢĢĢĢĢŌ‡ XäöXXX09Ōą@˜ ˜ ģąMARYLAND€RULES€OF€PROCEDUREˆŠ ę6 ŠĢTITLE€3€„€CIVIL€PROCEDURE€„€DISTRICT€COURTŠ ’ā ŠĢą@xx!ģąCHAPTER€500€„€TRIALˆŠ >Ž ŠĢĢą ø ąAMEND€Rule€3„510€to€provide€additionalŠ Ą Šmethods€of€service€of€a€subpoena,€to€expandŠ –ę Šthe€procedure€for€obtaining€hospital€recordsŠ l¼ Što€apply€to€the€records€of€all€health€careŠ B’ Šproviders,€and€to€add€a€cross€reference€toŠ h ŠCode,€Health„General€Article,€šš4„306,€asŠ ī> Šfollows:Š Ä ŠĢĢRule€3„510.€€SUBPOENASŠ F –! ŠĢĢ€€(a)€€UseŠ Č"$ ŠĢą ø ą€€A€subpoena€is€required€to€compel€theŠ t$Ä& Šperson€to€whom€it€is€directed€to€attend,€giveŠ J%š ' Štestimony,€and€produce€designated€documentsŠ  &p!( Šor€other€tangible€things€at€a€courtŠ ö&F") Šproceeding,€including€proceedings€before€anŠ Ģ'#* Šexaminer.€€A€subpoena€is€also€required€toŠ ¢(ņ#+ Šcompel€a€nonparty€and€may€be€used€to€compel€aŠ x)Č$, Šparty€over€whom€the€court€has€acquiredŠ N*ž%- Šjurisdiction€to€attend,€give€testimony,€andŠ $+t&. Šproduce€and€permit€inspection€and€copying€ofŠ ś+J'/ Šdesignated€documents€or€other€tangible€thingsŠ Š, (0 Šat€a€deposition€taken€pursuant€to€Rule€3-401Š ¦-ö(1 Šor€3-431.€€A€subpoena€shall€not€be€used€forŠ |.Ģ)2 Šany€other€purpose.€€If€the€court,€on€motionŠ ° Šof€a€party€alleging€a€violation€of€thisŠ †Ö Šsection€or€on€its€own€initiative,€afterŠ \¬ Šaffording€the€alleged€violator€a€hearing,Š 2‚ Šfinds€that€a€party€or€attorney€used€orŠ X Šattempted€to€use€a€subpoena€for€a€purposeŠ Ž. Šother€than€a€purpose€allowed€under€thisŠ “  Šsection,€the€court€may€impose€an€appropriateŠ Š Ś Šsanction€upon€the€party€or€attorney,Š ` ° Šincluding€an€award€of€a€reasonable€attorney'sŠ 6 †  Šfee€and€costs,€the€exclusion€of€evidenceŠ  \  Šobtained€by€the€subpoena,€and€reimbursementŠ ā 2  Šof€any€person€inconvenienced€for€time€andŠ ø  Šexpenses€incurred.€€Š ŽŽ  ŠĢ€€(b)€€IssuanceŠ :Š  ŠĢą ø ą€€On€the€request€of€a€person€entitled€toŠ ę6 Šthe€issuance€of€a€subpoena,€the€clerk€shallŠ ¼  Šissue€a€completed€subpoena,€or€provide€aŠ ’ā Šblank€form€of€subpoena€which€shall€be€filledŠ hø Šin€and€returned€to€the€clerk€to€be€signed€andŠ >Ž Šsealed€before€service.€€On€the€request€of€anŠ d Šattorney€or€other€officer€of€the€courtŠ ź: Šentitled€to€the€issuance€of€a€subpoena,€theŠ Ą Šclerk€shall€issue€a€subpoena€signed€andŠ –ę Šsealed€but€otherwise€in€blank,€which€shall€beŠ l¼ Šfilled€in€before€service.€€Š B’ ŠĢ€€(c)€€FormŠ ī> ŠĢ€€€€€€€Every€subpoena€shall€contain:€(1)€theŠ šź Šcaption€of€the€action,€(2)€the€name€andŠ pĄ  Šaddress€of€the€person€to€whom€it€is€directed,Š F –! Š(3)€the€name€of€the€person€at€whose€requestŠ !l" Šit€is€issued,€(4)€the€date,€time,€and€placeŠ ņ!B# Šwhere€attendance€is€required,€(5)€aŠ Č"$ Šdescription€of€any€documents€or€otherŠ ž#ī% Štangible€things€to€be€produced.€€Š t$Ä& ŠĢ€€(d)€€ServiceŠ  &p!( ŠĢą ø ą€€A€subpoena€shall€be€served€byŠ Ģ'#* Šdelivering€a€copy€either€to€the€person€namedŠ ¢(ņ#+ Šor€to€an€agent€authorized€by€appointment€orŠ x)Č$, Šby€law€to€receive€service€for€the€personŠ N*ž%- Šnamed€ū€€€(ūor€as€permitted€by€Rule€3„121€(a)(3).€Š $+t&. ŠService€of€a€subpoena€upon€a€partyŠ ś+J'/ Šrepresented€by€an€attorney€may€be€made€byŠ Š, (0 Šservice€upon€the€attorney€as€permitted€byŠ ¦-ö(1 ŠRule€1„321€(a)ü€€€(ü.€€A€subpoena€may€be€served€byŠ |.Ģ)2 Ša€sheriff€of€any€county€or€by€any€person€whoŠ ° Šis€not€a€party€and€who€is€not€less€than€18Š †Ö Šyears€of€age.€€Unless€impracticable,€a€partyŠ \¬ Šshall€make€a€good€faith€effort€to€cause€aŠ 2‚ Štrial€or€hearing€subpoena€to€be€served€atŠ X Šleast€five€days€before€the€trial€or€hearing.Š Ž. ŠĢCross€reference:€€See€Code,€Courts€Article,Š Š Ś Ššš6„410,€concerning€service€upon€certainŠ ` ° Špersons€other€than€the€custodian€of€publicŠ 6 †  Šrecords€named€in€the€subpoena€if€theŠ  \  Šcustodian€is€not€known€and€cannot€beŠ ā 2  Šascertained€after€a€reasonable€effort.€€Š ø  ŠĢ€€(e)€€Objection€to€Subpoena€for€CourtŠ d“  ŠProceedingsŠ :Š  ŠĢą ø ą€€On€motion€of€a€person€served€with€aŠ ę6 Šsubpoena€to€attend€a€court€proceedingŠ ¼  Š(including€a€proceeding€before€an€examiner)Š ’ā Šfiled€promptly€and,€whenever€practicable,€atŠ hø Šor€before€the€time€specified€in€the€subpoenaŠ >Ž Šfor€compliance,€the€court€may€enter€an€orderŠ d Šthat€justice€requires€to€protect€the€personŠ ź: Šfrom€annoyance,€embarrassment,€oppression,€orŠ Ą Šundue€burden€or€expense,€including€one€orŠ –ę Šmore€of€the€following:€€Š l¼ ŠĢ€€€€(1)€€that€the€subpoena€be€quashed€orŠ h Šmodified;€€Š ī> ŠĢ€€€€(2)€€that€the€subpoena€be€complied€withŠ šź Šonly€at€some€designated€time€or€place€otherŠ pĄ  Šthan€that€stated€in€the€subpoena;€€Š F –! ŠĢ€€€€(3)€€that€documents€or€other€tangibleŠ ņ!B# Šthings€designated€in€the€subpoena€be€producedŠ Č"$ Šonly€upon€the€advancement€by€the€partyŠ ž#ī% Šserving€the€subpoena€of€the€reasonable€costsŠ t$Ä& Šof€producing€them;€or€€Š J%š ' ŠĢ€€€€(4)€€that€documents€or€other€tangibleŠ ö&F") Šthings€designated€in€the€subpoena€beŠ Ģ'#* Šdelivered€to€the€court€at€or€before€theŠ ¢(ņ#+ Šproceeding€or€before€the€time€when€they€areŠ x)Č$, Što€be€offered€in€evidence,€subject€to€furtherŠ N*ž%- Šorder€of€court€to€permit€inspection€of€them.€€Š $+t&. ŠĢ€€(f)€€Objection€to€Subpoena€for€DepositionŠ Š, (0 ŠĢ€€€€€€€A€person€served€with€a€subpoena€toŠ |.Ģ)2 Šattend€a€deposition€may€seek€a€protectiveŠ ° Šorder€pursuant€to€Rule€2-403.€€If€theŠ †Ö Šsubpoena€also€commands€the€production€ofŠ \¬ Šdocuments€or€other€tangible€things€at€theŠ 2‚ Šdeposition,€the€person€served€may€seek€aŠ X Šprotective€order€pursuant€to€Rule€2-403€orŠ Ž. Šmay€file,€within€ten€days€after€service€ofŠ “  Šthe€subpoena,€an€objection€to€production€ofŠ Š Ś Šany€or€all€of€the€designated€materials.€€TheŠ ` ° Šobjection€shall€be€in€writing€and€shall€stateŠ 6 †  Šthe€reasons€for€the€objection.€€If€anŠ  \  Šobjection€is€filed,€the€party€serving€theŠ ā 2  Šsubpoena€is€not€entitled€to€production€of€theŠ ø  Šmaterials€except€pursuant€to€an€order€of€theŠ ŽŽ  Šcourt€from€which€the€subpoena€was€issued.€€AtŠ d“  Šany€time€before€or€within€15€days€afterŠ :Š  Šcompletion€of€the€deposition€and€upon€noticeŠ `  Što€the€deponent,€the€party€serving€theŠ ę6 Šsubpoena€may€move€for€an€order€to€compel€theŠ ¼  Šproduction.€€Š ’ā ŠĢ€€(g)€€Protection€of€Persons€Subject€toŠ >Ž ŠSubpoenasŠ d ŠĢ€€€€€€€A€party€or€an€attorney€responsible€forŠ Ą Šthe€issuance€and€service€of€a€subpoena€shallŠ –ę Štake€reasonable€steps€to€avoid€imposing€undueŠ l¼ Šburden€or€expense€on€a€person€subject€to€theŠ B’ Šsubpoena.€€Š h ŠĢCross€reference:€€For€the€availability€ofŠ Ä Šsanctions€for€violations€of€this€section,€seeŠ šź ŠRules€1-201€(a)€and€1-341.€€Š pĄ  ŠĢ€€(h)€€Hospital€RecordsŠ !l" ŠĢ€€€€(1)€€A€ņ ņhospitaló ó€ū’’dūhealth€care€provider,€asŠ Č"$ Šdefined€by€Code,€Courts€Article,€šš3„2A„01Š ž#ī% Š(e),ü’’dü€served€with€a€subpoena€to€produce€atŠ t$Ä& Štrial€records,€including€x-ray€films,Š J%š ' Šrelating€to€the€condition€or€treatment€of€aŠ  &p!( Špatient€may€comply€by€delivering€the€recordsŠ ö&F") Što€the€clerk€of€the€court€that€issued€theŠ Ģ'#* Šsubpoena€at€or€before€the€time€specified€forŠ ¢(ņ#+ Šproduction.€€The€ņ ņhospitaló ó€ū’’dūhealth€careŠ x)Č$, Šproviderü’’dü€may€produce€exact€copies€of€theŠ N*ž%- Šrecords€designated€unless€the€subpoenaŠ $+t&. Šspecifies€that€the€original€records€beŠ ś+J'/ Šproduced.€€The€records€shall€be€delivered€inŠ Š, (0 Ša€sealed€envelope€labeled€with€the€caption€ofŠ ¦-ö(1 Šthe€action,€the€date€specified€forŠ |.Ģ)2 Šproduction,€and€the€name€and€address€of€theŠ ° Šperson€at€whose€request€the€subpoena€wasŠ †Ö Šissued.€€The€records€shall€be€accompanied€byŠ \¬ Ša€certificate€of€the€custodian€that€they€areŠ 2‚ Šthe€complete€records€for€the€patient€for€theŠ X Šperiod€designated€in€the€subpoena€and€thatŠ Ž. Šthe€records€are€maintained€in€the€regularŠ “  Šcourse€of€business€of€the€ņ ņhospitaló ó€ū’’dūhealthŠ Š Ś Šcare€providerü’’dü.€€The€certification€shall€beŠ ` ° Šprima€facie€evidence€of€the€authenticity€ofŠ 6 †  Šthe€records.€€Š  \  ŠĢ€€€€(2)€€Upon€commencement€of€the€trial,€theŠ ø  Šclerk€shall€release€the€records€only€to€theŠ ŽŽ  Šcourtroom€clerk€assigned€to€the€trial.€TheŠ d“  Šcourtroom€clerk€shall€return€the€records€toŠ :Š  Šthe€clerk€promptly€upon€completion€of€trialŠ `  Šor€at€an€earlier€time€if€there€is€no€longer€aŠ ę6 Šneed€for€them.€€Upon€final€disposition€of€theŠ ¼  Šaction€the€clerk€shall€return€the€originalŠ ’ā Šrecords€to€the€ņ ņhospitaló ó€ū’’dūhealth€care€providerü’’düŠ hø Šbut€need€not€return€copies.€€Š >Ž ŠĢ€€€€(3)€€When€the€actual€presence€of€theŠ ź: Šcustodian€of€medical€records€is€required,€theŠ Ą Šsubpoena€shall€so€state.€€Š –ę ŠĢCross€reference:€€Code,€Courts€Article,Š B’ Ššš10-104€includes€an€alternative€method€ofŠ h Šauthenticating€medical€records€in€certainŠ ī> Šcases.€€ū’’dūCode,€Health„General€Article,€šš4„306Š Ä Šrequires€that€a€subpoena€to€produce€medicalŠ šź Šrecords€without€the€authorization€of€a€personŠ pĄ  Šin€interest€must€be€accompanied€by€aŠ F –! Šcertification€that€a€copy€of€the€subpoena€hasŠ !l" Šbeen€served€on€the€person€whose€records€areŠ ņ!B# Šbeing€sought€or€a€certification€that€serviceŠ Č"$ Šof€the€subpoena€has€been€waived€by€the€courtŠ ž#ī% Šfor€good€cause€shown.ü’’düŠ t$Ä& Š€Ģ€€(i)€€AttachmentŠ  &p!( ŠĢą ø ą€€A€witness€served€with€a€subpoena€underŠ Ģ'#* Šthis€Rule€is€liable€to€body€attachment€andŠ ¢(ņ#+ Šfine€for€failure€to€obey€the€subpoena€withoutŠ x)Č$, Šsufficient€excuse.€€The€writ€of€attachmentŠ N*ž%- Šmay€be€executed€by€the€sheriff€or€peaceŠ $+t&. Šofficer€of€any€county€and€shall€be€returnedŠ ś+J'/ Što€the€court€issuing€it.€€The€witnessŠ Š, (0 Šattached€shall€be€taken€immediately€beforeŠ ¦-ö(1 Šthe€court€if€then€in€session.€€If€the€courtŠ |.Ģ)2 Šis€not€in€session,€the€witness€shall€be€takenŠ ° Šbefore€a€judicial€officer€of€the€DistrictŠ †Ö ŠCourt€for€a€determination€of€appropriateŠ \¬ Šconditions€of€release€to€ensure€the€witness'Š 2‚ Šappearance€at€the€next€session€of€the€courtŠ X Šthat€issued€€the€attachment.€€Š Ž. ŠĢSource:€€This€Rule€is€derived€as€follows:€€Š Š Ś Š€€Section€(a)€is€new€but€the€second€sentenceŠ ` ° Šis€derived€in€part€from€former€Rule€407€a.€€Š 6 †  Š€€Section€(b)€is€new.€€Š  \  Š€€Section€(c)€is€derived€from€former€M.D.R.Š ā 2  Š114€a€and€b€and€115€a.€€Š ø  Š€€Section€(d)€is€derived€from€former€M.D.R.Š ŽŽ  Š104€a€and€b€and€116€b.€€Š d“  Š€€Section€(e)€is€derived€from€former€M.D.R.Š :Š  Š115€b.€€Š `  Š€€Section€(f)€is€derived€from€FRCP€45€(d)Š ę6 Š(1).€€Š ¼  Š€€Section€(g)€is€derived€from€FRCP€45€(c)Š ’ā Š(1).€€Š hø Š€€Section€(h)€is€new.€€Š >Ž Š€€Section€(i)€is€derived€from€former€M.D.R.Š d Š114€d€and€742€e.Š ź: ŠĢĢŅ°` ŅŅ°` Ņą  ąRule€3„510€was€accompanied€by€the€following€Reporterššs€Note.Š l¼ ŠĢŅ` °ŅŅ` °Ņą ø ąSee€the€Reporterššs€note€to€the€proposedŠ h Šamendment€to€Rule€2„510.Š ī> ŠĢĢĢĢĢĢĢĢŌ#†X09XX Xäö˜c#Ōą@˜ ˜ ģąMARYLAND€RULES€OF€PROCEDUREˆŠ t$Ä& ŠĢą@ģąTITLE€4€„€CRIMINAL€CAUSESˆŠ  &p!( ŠĢą@0 0 ģąCHAPTER€200€„€PRETRIAL€PROCEDURESˆŠ Ģ'#* ŠĢĢą ø ąAMEND€Rule€4„266€to€provide€anŠ N*ž%- Šadditional€method€of€service€of€a€subpoena,Š $+t&. Šas€follows:Š ś+J'/ ŠĢĢŠ  |.Ģ)2 ŠRule€4-266.€€SUBPOENAS€„„€GENERALLYŠ ° ŠĢĢ€€(a)€€FormŠ 2‚ ŠĢą ø ą€€Every€subpoena€shall€contain:€(1)€theŠ Ž. Šcaption€of€the€action,€(2)€the€name€andŠ “  Šaddress€of€the€person€to€whom€it€is€directed,Š Š Ś Š(3)€the€name€of€the€person€at€whose€requestŠ ` ° Šit€is€issued,€(4)€the€date,€time,€and€placeŠ 6 †  Šwhere€attendance€is€required,€and€(5)€aŠ  \  Šdescription€of€any€documents,€recordings,Š ā 2  Šphotographs,€or€other€tangible€things€to€beŠ ø  Šproduced.€€Š ŽŽ  ŠĢ€€(b)€€ServiceŠ :Š  ŠĢą ø ą€€A€subpoena€shall€be€served€byŠ ę6 Šdelivering€a€copy€either€to€the€person€namedŠ ¼  Šor€to€an€agent€authorized€by€appointment€orŠ ’ā Šby€law€to€receive€service€for€the€personŠ hø Šnamed€ū’’dūor€as€permitted€by€Rule€2„121€(a)(3)ü’’dü.€Š >Ž ŠA€subpoena€may€be€served€by€a€sheriff€of€anyŠ d Šcounty€or€by€a€person€who€is€not€a€party€andŠ ź: Šwho€is€not€less€than€18€years€of€age,€and€inŠ Ą Šthe€District€Court,€if€the€administrativeŠ –ę Šjudge€of€the€district€so€directs,€by€mail.Š l¼ ŠĢCross€reference:€€See€Code,€Courts€Article,Š h Ššš6„410,€concerning€service€upon€certainŠ ī> Špersons€other€than€the€custodian€of€publicŠ Ä Šrecords€named€in€the€subpoena€if€theŠ šź Šcustodian€is€not€known€and€cannot€beŠ pĄ  Šascertained€after€a€reasonable€effort.Š F –! ŠĢ€€(c)€€Protective€OrderŠ ņ!B# ŠĢą ø ą€€Upon€motion€of€a€party€or€of€theŠ ž#ī% Šwitness€named€in€the€subpoena€filed€promptlyŠ t$Ä& Šand,€whenever€practicable,€at€or€before€theŠ J%š ' Štime€specified€in€the€subpoena€forŠ  &p!( Šcompliance,€the€court€may,€for€good€causeŠ ö&F") Šshown,€enter€an€order€which€justice€requiresŠ Ģ'#* Što€protect€the€party€or€witness€fromŠ ¢(ņ#+ Šannoyance,€embarrassment,€oppression,€orŠ x)Č$, Šundue€burden€or€expense,€including€one€of€theŠ N*ž%- Šfollowing:€€Š $+t&. ŠĢ€€€€(1)€that€the€subpoena€be€quashed;€€Š Š, (0 ŠĢ€€€€(2)€that€the€subpoena€be€complied€withŠ |.Ģ)2 Šonly€at€some€designated€time€or€place€otherŠ ° Šthan€that€stated€in€the€subpoena,€or€before€aŠ †Ö Šjudge,€or€before€some€other€designatedŠ \¬ Šofficer;€€Š 2‚ ŠĢ€€€€(3)€that€certain€matters€not€be€inquiredŠ Ž. Šinto€or€that€the€scope€of€examination€orŠ “  Šinspection€be€limited€to€certain€matters;€€€€€Š Š Ś ŠĢ€€€€(4)€that€the€examination€or€inspection€beŠ 6 †  Šheld€with€no€one€present€except€parties€toŠ  \  Šthe€action€and€their€counsel;€€Š ā 2  ŠĢ€€€€(5)€that€the€transcript€of€anyŠ ŽŽ  Šexamination€or€matters€produced€or€copies,Š d“  Šafter€being€sealed,€not€be€opened€or€theŠ :Š  Šcontents€be€made€public€only€by€order€ofŠ `  Šcourt;€or€€Š ę6 ŠĢ€€€€(6)€that€a€trade€secret€or€otherŠ ’ā Šconfidential€research€development€orŠ hø Šcommercial€information€not€be€disclosed€or€beŠ >Ž Šdisclosed€only€in€a€designated€way.€€Š d ŠĢ€€(d)€€AttachmentŠ Ą ŠĢą ø ą€€A€witness€personally€served€with€aŠ l¼ Šsubpoena€under€this€Rule€is€liable€to€a€bodyŠ B’ Šattachment€and€fine€for€failure€to€obey€theŠ h Šsubpoena€without€sufficient€excuse.€€The€writŠ ī> Šof€attachment€may€be€executed€by€the€sheriffŠ Ä Šor€peace€officer€of€any€county€and€shall€beŠ šź Šreturned€to€the€court€issuing€it.€The€witnessŠ pĄ  Šattached€shall€be€taken€immediately€beforeŠ F –! Šthe€court€if€then€in€session.€If€the€court€isŠ !l" Šnot€in€session,€the€witness€shall€be€takenŠ ņ!B# Šbefore€a€judicial€officer€of€the€DistrictŠ Č"$ ŠCourt€for€a€determination€of€appropriateŠ ž#ī% Šconditions€of€release€to€ensure€the€witness'Š t$Ä& Šappearance€at€the€next€session€of€the€courtŠ J%š ' Šthat€issued€the€attachment.€€Š  &p!( ŠĢSource:€€This€Rule€is€derived€as€follows:€€Š Ģ'#* Š€€Section€(a)€is€derived€from€former€Rule€742Š ¢(ņ#+ Šc€and€M.D.R.€742€b.€€€€Š x)Č$, Š€€Section€(b)€is€derived€from€former€Rule€737Š N*ž%- Šb€and€M.D.R.€737€b.€€€€Š $+t&. Š€€Section€(c)€is€derived€from€former€Rule€742Š ś+J'/ Šd€and€M.D.R.€742€c.€€€€Š Š, (0 Š€€Section€(d)€is€derived€from€former€Rule€742Š ¦-ö(1 Še€and€M.D.R.€742€d.€€Š |.Ģ)2 Š‡Ņ°` ŅŅ°` Ņą  ąRule€4„266€was€accompanied€by€the€following€Reporterššs€Note.Š ° ŠĢŅ` °ŅŅ` °Ņą ø ąThe€Rules€Committee€approved€changes€toŠ \¬ ŠRules€2„510€and€3„510,€allowing€for€serviceŠ 2‚ Šof€subpoenas€by€certified€mail,€restrictedŠ X Šdelivery,€in€civil€actions.€€A€similar€changeŠ Ž. Što€Rule€4„266€is€proposed€for€service€ofŠ “  Šsubpoenas€in€criminal€causes.Š Š Ś ŠĢą ø ąThe€sentence,€š šService€of€a€subpoenaŠ 6 †  Šupon€a€party€represented€by€an€attorney€mayŠ  \  Šbe€made€by€service€upon€the€attorney€asŠ ā 2  Špermitted€by€Rule€1„321€(a),šš€which€isŠ ø  Šproposed€to€be€added€to€Rules€2„510€and€3„510Š ŽŽ  Šhad€been€proposed€for€addition€to€section€(b)Š d“  Šof€this€Rule,€but€was€rejected€by€theŠ :Š  ŠCommittee€at€its€June€2001€meeting.€€SeeŠ `  Špages€25„32€of€the€minutes€of€that€meeting.Š ę6 ŠŌ‡ XäöXXX09ŌĢŌ#†X09XX Xäö“#ŌĢŅ°` ŅŅ°` ŅÓÓą  ąMr.€Hochberg€explained€that€Rules€2„510,€Subpoenas,€and€3„Š hø Š510,€Subpoenas,€had€been€discussed€at€the€May€2001€and€June€2001Š d Šmeetings,€along€with€Rule€4„266,€Subpoenaš!šGenerally.€€Two€changesŠ Ą Šhad€been€made€to€Rules€2„510€and€3„510.€€The€first€was€to€broadenŠ l¼ Šthe€method€of€service€of€subpoenas€to€include€service€pursuant€toŠ h Šsubsection€(a)(3)€of€Rule€2„121,€Processš!šServiceš!šIn€Personam,Š Ä Šwhich€permits€mailing€to€the€person€to€be€served€a€copy€of€theŠ pĄ  Šsubpoena€by€certified€mail,€restricted€delivery.€€This€wasŠ !l" Šapproved€at€the€May€2001€Rules€Committee€meeting,€but€the€issueŠ Č"$ Šwas€raised€again€at€the€June€meeting.€€The€purpose€of€the€changeŠ t$Ä& Šis€to€save€money€because€mailing€is€less€expensive€than€serviceŠ  &p!( Šby€the€sheriff€or€by€a€private€process€server,€which€can€costŠ Ģ'#* Šfrom€$25€to€$45.€€If€eight€or€ten€subpoenas€are€being€served,Š x)Č$, Šthis€can€be€very€expensive.€€€Š $+t&. Šą  ąThe€second€change€is€allowing€service€on€a€partyššs€attorney.€Š Š, (0 ŠMany€attorneys€are€already€accepting€service€of€subpoenas€onŠ |.Ģ)2 Šbehalf€of€clients,€and€there€have€been€no€problems.€€Š ° Šą  ąThe€Vice€Chair€expressed€the€concern€that€there€is€noŠ \¬ Šproblem€with€the€informal€practice€of€serving€a€subpoena€on€theŠ X Šattorney,€as€long€as€the€client€and€the€attorney€have€agreed€toŠ “  Šthis€method.€€However,€if€the€person€does€not€appear€at€theŠ ` ° Šhearing€or€trial€because€the€subpoena€was€never€served€on€theŠ  \  Šperson,€the€person€may€be€subject€to€a€body€attachment€or€to€aŠ ø  Šcontempt€proceeding.€€Mr.€Hochberg€pointed€out€that€other€typesŠ d“  Šof€court€orders€are€served€by€mailing€to€counsel.€€The€Vice€ChairŠ `  Šcautioned€that€a€default€judgment€may€be€entered€against€theŠ ¼  Šparty€who€does€not€appear.€€Mr.€Hochberg€noted€that€orders€toŠ hø Šproduce€discovery€are€served€by€mail,€but€the€Vice€ChairŠ d Šexpressed€the€opinion€that€this€is€not€a€good€comparison.€€€Š Ą Šą  ąJudge€Heller€remarked€that€the€court€does€not€have€to€issueŠ l¼ Ša€body€attachment.€€The€Chair€added€that€the€judge€can€ask€theŠ h Šattorney€if€he€or€she€had€notified€the€client€who€does€notŠ Ä Šappear.€€Judge€Heller€commented€that€if€a€person€is€notŠ pĄ  Šrepresented€by€counsel,€then€he€or€she€is€personally€notified.€Š !l" ŠThe€attorney€is€the€spokesperson€for€and€representative€of€theŠ Č"$ Šclient.€€Judge€Missouri€stated€that€this€new€procedure€will€notŠ t$Ä& Šbe€abused.€€The€Chair€pointed€out€that€there€are€ways€that€aŠ  &p!( Šparty€can€duck€or€evade€service,€forcing€the€other€party€to€incurŠ Ģ'#* Šexpenses.€€The€problem€is€the€client€who€is€playing€games.Š x)Č$, Šą  ąTurning€to€section€(h)€of€Rules€2„510€and€3„510,€Mr.Š $+t&. ŠHochberg€said€that€the€Discovery€Subcommittee€proposed€amendingŠ Š, (0 Šthis€provision€to€allow€all€health€care€providers,€and€not€simplyŠ |.Ģ)2 Šhospitals,€to€produce€subpoenaed€records€by€delivering€them€toŠ ° Šthe€clerk€of€the€court.€€€The€Subcommittee€used€the€definition€of€Š \¬ Šš šhealth€care€provideršš€in€Code,€Courts€Article,€šš3„2A„01€(e).€Š X ŠJudge€Missouri€read€from€the€statute€which€includes€in€the€listŠ “  Šof€health€care€providers:€€a€physician,€an€osteopath,€anŠ ` ° Šoptometrist,€a€chiropractor,€a€registered€or€licensed€practicalŠ  \  Šnurse,€a€dentist,€a€podiatrist,€a€psychologist,€a€licensedŠ ø  Šcertified€social€worker„clinical,€and€a€physical€therapist.€€Š d“  ŠJudge€Heller€asked€if€midwives€are€included,€since€they€can€beŠ `  Šthe€subject€of€lawsuits,€and€Mr.€Brault€answered€that€they€areŠ ¼  Šusually€registered€nurses€or€nurse€practitioners€who€would€beŠ hø Šincluded.€€Mr.€Hochberg€added€that€a€certificate€of€service€wouldŠ d Šalso€be€required,€which€is€prima€facie€evidence€of€service,€butŠ Ą Šit€can€be€challenged.Š l¼ Šą  ąMs.€Potter€pointed€out€that€the€tagline€of€section€(h)€needsŠ h Što€be€changed€from€š šhospital€records.šš€€Mr.€Brault€suggested€thatŠ Ä Šthe€tagline€be€š šmedical€records.šš€€The€Chair€suggested€that€theŠ pĄ  Štagline€of€section€(h)€be€š šrecords€of€health€care€providers,šš€andŠ !l" Šthe€Committee€agreed€by€consensus€with€this€suggestion.€€Š Č"$ Šą  ąMr.€Hochberg€pointed€out€that€the€cross€reference€at€the€endŠ t$Ä& Šof€section€(h)€has€been€expanded€to€refer€to€Code,€Health„GeneralŠ  &p!( ŠArticle,€šš4„306,€which€states€that€a€subpoena€to€produce€medicalŠ Ģ'#* Šrecords€without€the€authorization€of€a€person€in€interest€must€beŠ x)Č$, Šaccompanied€by€a€certification€that€a€copy€of€the€subpoena€hasŠ $+t&. Šbeen€served€on€the€person€whose€records€are€being€sought.€€Mr.Š Š, (0 ŠHochberg€told€the€Committee€that€he€had€distributed€to€them€anŠ |.Ģ)2 Šexample€of€such€a€certificate€of€service.€€Š ° Šą  ąMr.€Hochberg€noted€that€Rule€4„266€also€allows€service€of€aŠ \¬ Šsubpoena€by€registered€mail.€€The€Chair€commented€that€the€ideaŠ X Šof€issuing€bench€warrants€for€defendants€who€had€been€served€byŠ “  Šmail€makes€him€uneasy,€but€there€has€been€no€outcry€so€far.€Š ` ° ŠBaltimore€City€is€issuing€bench€warrants€on€the€basis€of€serviceŠ  \  Šby€mail.€€The€Reporter€inquired€as€to€who€is€served.€€The€ViceŠ ø  ŠChair€replied€that€if€the€person€has€an€attorney,€the€attorney€isŠ d“  Šthe€person€served.€€The€Chair€commented€that€a€practical€problemŠ `  Šexists€if€the€defendant€does€not€appear€for€trial.€€It€is€betterŠ ¼  Što€serve€the€defendant€directly.Š hø Šą  ąThe€Vice€Chair€asked€if€the€last€sentence€of€section€(b)€isŠ d Šintended€to€allow€service€by€ordinary€mail.€€Judge€McAuliffeŠ Ą Šquestioned€as€to€why€a€subpoena€would€be€served€by€ordinary€mail.€Š l¼ ŠJudge€Norton€replied€that€in€the€District€Court,€the€volume€ofŠ h Šsubpoenas€served€necessitates€service€by€ordinary€mail.€€JudgeŠ Ä ŠMcAuliffe€commented€that€the€Court€of€Appeals€had€refused€toŠ pĄ  Šhonor€a€Virginia€statute€permitting€service€by€regular€mail€on€aŠ !l" Šnon„resident,€because€it€violates€due€process.€€The€issuance€ofŠ Č"$ Šbody€attachments€when€a€subpoena€is€mailed€by€ordinary€mail€isŠ t$Ä& Šnot€before€the€Committee€today.€€Judge€Norton€remarked€thatŠ  &p!( Šletters€may€be€undelivered€or€it€may€be€unknown€as€to€whoŠ Ģ'#* Šreceived€a€letter€sent€by€certified€mail.€€Different€judges€haveŠ x)Č$, Šdifferent€procedures€to€handle€this.€€Some€issue€bodyŠ $+t&. Šattachments.€Š Š, (0 Šą  ąMr.€Titus€said€that€the€Rule€could€provide€that€a€bodyŠ |.Ģ)2 Šattachment€does€not€issue€if€a€subpoena€is€sent€by€ordinary€mail,Š ° Šand€the€recipient€does€not€appear€for€the€hearing€or€trial.€€Mr.Š \¬ ŠBrault€commented€that€the€issue€of€how€judges€handle€theŠ X Šindividuals€who€fail€to€appear€can€be€addressed€through€judicialŠ “  Šeducation.€€The€Reporter€pointed€out€that€first€class€mail€oftenŠ ` ° Šis€more€likely€than€certified€mail€to€reach€the€addressee,Š  \  Šbecause€many€people€will€not€sign€for€their€certified€mail.€€TheŠ ø  ŠVice€Chair€suggested€that€the€last€sentence€of€section€(b)€beŠ d“  Šclarified€by€using€the€language,€š šby€first€class€mail,€postageŠ `  Šprepaid.šš€€The€Committee€agreed€by€consensus€to€this€suggestion.Š ¼  ŠThe€Committee€approved€by€consensus€the€changes€to€Rules€2„510,€Š hø Š3„510,€and€4„266€as€amended.Š d Šą  ąThe€Chair€adjourned€the€meeting.Š Ą Š