noting that “we repeatedly have stressed the importance of resolving immunity questions at the earliest possible stage in litigation”
How later courts described this case
- noting that “we repeatedly have stressed the importance of resolving immunity questions at the earliest possible stage in litigation”
- “[A] district court may elect the defer-and- discover approach ‘when the defendant’s immunity claim turns at least partially on a factual question’ that must be answered before a ruling can issue.” (quoting Lion Boulos, 834 F.2d at 507)
- “When a defendant asserts qualified immunity, the plaintiff bears the burden of pleading facts that demonstrate liability and defeat immunity.” (citations omitted)
- “[T]his court has established a careful procedure under which a district court may defer its qualified immunity ruling if further factual development is necessary to ascertain the availability of that defense.”
Written by the judges who cited it.
The opinion
UNITED STATES DISTRICT COURT
NORTHERN DISTRICT OF TEXAS
LUBBOCK DIVISION
DEANGIILO HILL,
Institutional ID No. 208939
Plaintiff,
v. No. 5:21-CV-00007-H
KELLY ROWE,
Defendant.
ORDER ACCEPTING FINDINGS, CONCLUSIONS, AND
RECOMMENDATION OF THE UNITED STATES MAGISTRATE JUDGE
AND REQUIRING A MOTION ON QUALIFIED IMMUNITY
The United States Magistrate Judge made findings, conclusions, and a
recommendation (FCR) that this Court enter a limited scheduling order, requiring
Defendant Kelly Rowe to file a motion for summary judgment with supporting evidence,
for the purpose of making a preliminary determination on qualified immunity. (Dkt. No.
23.) No objections were filed. The District Court has reviewed the FCR for plain error.
Finding none, the Court accepts and adopts the findings, conclusions, and recommendation
of the United States Magistrate Judge.
In his Answer, Defendant Rowe asserted several affirmative defenses, including the
defense of qualified immunity. (See Dkt. No. 21.) As soon as a defendant invokes an
entitlement to qualified immunity, “the burden is on the plaintiff to demonstrate the
inapplicability of the defense.” McClendon v. City of Columbia, 305 F.3d 314, 323 (Sth Cir.
2002) (en banc) (per curiam); see also Hunter v. Bryant, 502 U.S. 224, 227 (1991) (noting that
“we repeatedly have stressed the importance of resolving immunity questions at the earliest
possible stage in litigation”); Harris v. Serpas, 745 F.3d 767, 771 (Sth Cir. 2014) (“Once the
defendant raises the qualified immunity defense, ‘the burden shifts to the plaintiff to rebut
this defense by establishing that the official’s allegedly wrongful conduct violated clearly
established law.’” (quoting Brumfield v. Hollins, 551 F.3d 322, 326 (Sth Cir. 2008))); Shaw v.
Villanueva, 918 F.3d 414, 416-17 (5th Cir. 2019) (“When a defendant asserts qualified
immunity, the plaintiff bears the burden of pleading facts that demonstrate liability and
defeat immunity.” (citations omitted)).
To promote the efficient determination of the qualified-immunity issues, the Court
will decide the question of qualified immunity by way of a motion for summary judgment.
Accordingly, Defendant Rowe is ordered to file a motion for summary judgment with
supporting evidence on the issue of qualified immunity no later than March 5, 2022.' The
summary- judgment motion, any response, and any reply must comply with the
requirements of the Local Civil Rules of the Northern District of Texas.
All discovery is stayed pending a ruling on the anticipated motion for summary
judgment or further order from the Court. See Wicks v. Miss. State Emp’t Servs., Inc., 41 F.3d
991, 994-95 (5th Cir. 1995); see also Backe v. LeBlanc, 691 F.3d 645, 648 (Sth Cir. 2012); Lion
Boulos v. Wilson, 834 F.2d 504, 507 (5th Cir. 1987); Webb v. Livingston, 618 F. App’x 201, 206
(5th Cir. 2015) (per curiam). If a claim survives summary judgment on immunity grounds,
then the parties are entitled to all appropriate discovery, even discovery that does not relate
to the qualified immunity defense. See Zantiz v. Seal, 602 F. App’x 154, 159 (Sth Cir. 2015)
(quoting Lion Boulos, 834 F.2d at 507-08).
After the issue of qualified immunity is resolved, an additional summary-judgment motion on any
or all remaining issues may be filed if need be. See LR 56.2(b).
When a defendant has asserted a qualified-immunity defense, the Court may, under
certain circumstances, permit limited discovery that is narrowly tailored to uncover facts
that the Court needs to rule on the qualified-immunity defense. See Wicks, 41 F.3d at 994.
On a proper request, the Court may authorize a plaintiff to conduct limited discovery in
order to respond to the qualified-immunity issues raised in the expected motion for
summary judgment. See Backe, 691 F.3d at 648 (“[T]his court has established a careful
procedure under which a district court may defer its qualified immunity ruling if further
factual development is necessary to ascertain the availability of that defense.”). Hinojosa v.
Livingston, 807 F.3d 657, 670 (Sth Cir. 2015) (“[A] district court may elect the defer-and-
discover approach ‘when the defendant’s immunity claim turns at least partially on a factual
question’ that must be answered before a ruling can issue.” (quoting Lion Boulos, 834 F.2d at
507)); of Nance v. Meeks, No. 3:17-cv-1882-L-BN, 2018 WL 5624202, at *4 (N.D. Tex. Aug.
1, 2018) (“[A] court’s qualified immunity inquiry at [the summary judgment] stage requires
that the Court ‘accept the plaintiff's version of the facts (to the extent reflected by proper
summary judgment evidence) as true.’” (quoting Haggerty v. Tex. S. Univ., 391 F.3d 653, 655
(5th Cir. 2004) (citations omitted)), rec. accepted, 2018 WL 5620469 (N.D. Tex. Oct. 30,
2018).
After defendant files his motion for summary judgment, the Court will issue a further
order setting forth procedures and deadlines for any possible request for limited discovery
related to the affirmative defense of qualified immunity. Plaintiff may file a response by no
later than 30 days from the date shown on the certificate of service attached to the motion
for summary judgment.
So ordered.
Dated January 4, 2022.
JAMES WESLEY HENDRIX
United States District Judge