State v. Stevens: Reaffirming Blum on No Precedential Value of Overruled Court of Appeals Cases – With a Caveat

Precedent and authority are concepts with which students become familiar early in law school and grow to appreciate even more in practice. Law students learn to look to details such as jurisdiction, court hierarchy, status of a decision as published or unpublished, dates of decisions, and subsequent treatment and build on these foundations to evaluate precedential value and weight of authority. Students and legal researchers in Wisconsin had to rethink some of what had been considered established principles regarding precedent after the Wisconsin Supreme Court announced in Blum that court of appeals decisions that it overruled retained no precedential value absent an express statement that portions of a decision were left intact. Today, the court in State v. Stevens reaffirmed the holding in Blum, but did so with the caveat that courts may have to determine whether an opinion was really intended to overrule all of a decision or only a portion thereof when applying the rule retroactively.

In Blum v. 1st Auto Casualty & Insurance Co., 2010 WI 78, 326 Wis. 2d 729, 786 N.W.2d 78, a decision issued two years ago tomorrow, the Wisconsin Supreme Court held “that when the supreme court overrules a court of appeals decision, the court of appeals decision no longer possesses any precedential value, unless this court expressly states otherwise.”¶ 42. The court discussed several public policy and practical considerations that it deemed would be served by this “bright-line rule nullifying the precedential value of an overruled court of appeals decision.” ¶ 51. The court viewed the rule as one that would help eliminate confusion that had grown regarding precedential value of reversed and overruled opinions and that “clarifies the law for the public as a whole.” ¶ 55.

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Citing to the Record in Briefs

My students are currently finishing up their briefs on summary judgment. We have been discussing the importance of citing to the court filings in a summary judgment motion setting. Here are the major rules from the 19th edition of the Bluebook regarding record citation. “B” here refers to the rules from the Bluepages at the beginning of the Bluebook.

B7.1.1—Abbreviation in General

When citing to other court filings in the same case, abbreviate the titles of those documents and cite a paragraph or page within the document. The 19th edition of the Bluebook permits a writer to choose to enclose the cite in parentheses or not. For now, my preference is to use the parentheses. (What do readers think about this change in form?)

Example: (Jefferson Aff. ¶ 2.) or Jefferson Aff. ¶ 2.

Cites to the record use an “R. at page number” format. Example: R. at 5. or (R. at 5.)

If the citation refers to the entire sentence, it comes after the period in the sentence. Place a period before the end parenthesis.

Refer to B7.1.4 regarding citation with PACER/ECF.

Example: The Plaintiff was driving a blue Ford. (Williams Aff. ¶ 7.)

If the citation only refers to part of the sentence, place the citation within the sentence immediately after the fact supported by the cite. Assuming the sentence contains two cites, place the period for the second citation after the parenthesis to emphasize that the second cite refers to the latter half of the sentence.

Example: Jones was in studying in Chicago (Jones Aff. ¶ 6), and Carson was visiting South Dakota (Carson Aff. ¶ 8).

Example 2: Smith did not observe anything unusual that day (Smith Aff. ¶¶ 2-3), and he received no phone calls from Jones (Jones Aff. ¶ 10). Notice the hyphen in this example to show citation to consecutive paragraphs.

BT.1: Abbreviating Titles of Court Documents

This list should be used in conjunction with B7.1.1 to abbreviate titles of court documents.

Words of more than six letters may also be abbreviated, even if the words do not appear in the list.

Omit articles and prepositions.

Other words in a document title may be omitted if the document can be unambiguously identified.

B7.1.2—Pinpoint Citations

Use a page, paragraph, or line as a pincite (do not use p. before a page number). Separate line and page references with a colon.

Other subdivisions such as paragraphs should be identified. Per Bluebook Rule 3.3(c), use more than one paragraph symbol to indicate multiple paragraphs. Do not put a space between the two symbols (see examples above).

It’s customary to use “at” with appellate record cites, but the 19th edition does not require “at” with other page number references in record cites.

B7.1.3—Date

Use a date to emphasize a significant date or when documents are otherwise indistinguishable, such as when the same person has provided multiple affidavits.

Example: (Elliot Aff. ¶ 7, March 9, 2012) and (Eliott Aff. ¶ 6, March 29, 2012)

B7.2—Short Forms

Use short forms as applicable after the long form is first given.

The Bluebook allows the use of id. with record cites. Id. should be underlined or italicized consistently with other cites in the brief.

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The Top Five Skills Necessary to be a Lawyer

Hello to the blogosphere! Please allow me to introduce myself. My name is Joanne Lipo Zovic, and I am a 1999 MULS grad. By way of background, my current (and very schizophrenic) professional life is comprised of a small private practice, work on a court-appointment in Chapter 128 cases, and teaching both at MULS and UWM and some private training (my teaching is all in the field of Negotiations). This rather unique work life reflects my deliberate effort to have flexibility in order to fulfill my most demanding job as a mother of four teenagers. Crazy as it may appear, it works . . . most of the time.

When I was contacted about being an alumni blogger some time last year, I paused for a brief moment and then said yes. Like the bliss of pregnancy and the denial of eventual childbirth, blogging seemed painless. However, . . . it began to feel uncomfortable as February began to loom.

What could I possibly write about? And more . . . what can I write about that would be at all interesting to the readers, whoever they may be. I was reminded of the scene in “Planes, Trains and Automobiles” where Steve Martin’s character chides John Candy’s character as Candy blathers on and on endlessly. Martin advises Candy that when you tell a story, you should try to have a point because “it makes it so much more interesting for the listener.”

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