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Docket for 06-666
No. 06-666
Title:
Department of Revenue of Kentucky, et al., Petitioners
v.
George W. Davis, et ux.
Docketed:November 15, 2006
Lower Ct:Court of Appeals of Kentucky
  Case Nos.:(2004-CA-001940-MR)
  Decision Date:January 6, 2006
Discretionary Court  
  Decision Date:August 17, 2006
Questions Presented

~~~Date~~~ ~~~~~~~Proceedings  and  Orders~~~~~~~~~~~~~~~~~~~~~
Nov 9 2006 Petition for a writ of certiorari filed. (Response due December 15, 2006)
Nov 16 2006 Waiver of right of respondents George W. Davis, et ux. to respond filed.
Dec 6 2006 DISTRIBUTED for Conference of January 5, 2007.
Dec 14 2006 Response Requested . (Due January 16, 2007)
Jan 16 2007 Motion for leave to file amicus brief filed by National Association of State Treasurers.
Jan 16 2007 Brief of respondents George W. Davis and Catherine V. Davis in opposition filed.
Jan 31 2007 DISTRIBUTED for Conference of February 16, 2007.
Feb 6 2007 Reply of petitioners Department of Revenue of the Finance and Administration Cabinet, Commonwealth of Kentucky, et al. filed. (Distributed)
May 7 2007 DISTRIBUTED for Conference of May 10, 2007.
May 14 2007 DISTRIBUTED for Conference of May 17, 2007.
May 21 2007 Motion for leave to file amicus brief filed by National Association of State Treasurers GRANTED.
May 21 2007 Petition GRANTED.
Jun 12 2007 Consent to the filing of amicus briefs in support of either party or neither party received from counsel for the petitioners.
Jun 14 2007 The time to file petitioners' brief on the merits and the joint appendix is extended to and including July 19, 2007.
Jul 13 2007 Consent to the filing of amicus curiae briefs in support of either or neither party received from counsel for respondents.
Jul 19 2007 Brief amicus curiae of National Association of State Treasurers filed.
Jul 19 2007 Brief amicus curiae of Nuveen Investments, Inc. filed.
Jul 19 2007 Joint appendix filed.
Jul 19 2007 Statement of costs for printing received
Jul 19 2007 Brief of petitioners Department of Revenue of Kentucky, et al. filed.
Jul 19 2007 Brief amicus curiae of National Federation of Municipal Analysts in support of neither party filed.
Jul 19 2007 Brief amicus curiae of Securities Industry and Financial Markets Association filed.
Jul 19 2007 Brief amicus curiae of Dupree Mutual Funds filed.
Jul 19 2007 Brief amici curiae of North Carolina, et al. filed.
Jul 19 2007 Brief amici curiae of Government Finance Officers Association, et al. filed.
Jul 19 2007 Brief amicus curiae of Multistate Tax Commission filed.
Jul 19 2007 Brief amici curiae of Churchill Tax-Free Fund of Kentucky, et al. filed.
Aug 7 2007 The time to file respondents' brief on the merits is extended to and including September 21, 2007.
Aug 30 2007 SET FOR ARGUMENT Monday, November 5, 2007.
Sep 20 2007 CIRCULATED.
Sep 21 2007 Record received from the Supreme Court of Kentucky. (1 envelope)
Sep 21 2007 Brief of respondents George W. Davis, et ux. filed.
Sep 21 2007 Appendix of George W. Davis, et ux. filed.
Sep 21 2007 Brief amicus curiae of Tax Foundation filed.
Sep 21 2007 Brief amici curiae of Alan D. Viard, et al. filed.
Oct 10 2007 Record received from Jefferson County Circuit Court. (1 box)
Oct 26 2007 Reply of petitioners Department of Revenue of Kentucky, et al. filed. (Distributed)
Oct 31 2007 Letter from counsel for petitioners proposing to lodge copies of record material of the cited case Bonaparte v. Tax Court, 104 U.S. 592 (1881).
Nov 5 2007 Argued. For petitioners: C. Christopher Trower, Atlanta, GA For respondents: G. Eric Brunstad, Jr., Hartford, Conn.
Nov 14 2007 Copies of record material of the cited case Bonaparte v. Tax Court, 104 U.S. 592 (1881) LODGED by petitioner at the request of the Clerk. (Distributed)
May 19 2008 Judgment REVERSED and case REMANDED. Souter, J., announced the judgment of the Court and delivered the opinion of the Court, except as to Part III-B. Stevens and Breyer, JJ., joined that opinion in full; Roberts, C. J., and Ginsburg, J., joined all but Part III-B; and Scalia, J., joined all but Parts III-B and IV. Stevens, J., filed a concurring opinion. Roberts, C.J., and Scalia, J., filed opinions concurring in part. Thomas, J., filed an opinion concurring in the judgment. Kennedy, J., filed a dissenting opinion, in which Alito, J., joined. Alito, J., filed a dissenting opinion.
Jun 20 2008 MANDATE ISSUED.
Jul 1 2008 Acknowledgement of receipt (06/23/08) of judgment from Clerk, Court of Appeals of Kentucky received.
Aug 18 2008 Record returned to the Jefferson County Circuit Court.
Aug 18 2008 Record returned to the Appeal Court of Kentucky.
Aug 18 2008 Record returned to the Supreme Court of Kentucky.



~~Name~~~~~~~~~~~~~~~~~~~~~    ~~~~~~~Address~~~~~~~~~~~~~~~~~~   ~~Phone~~~
Attorneys for Petitioners:
C. Christopher Trower electrilaw.com(404) 816-5066
    Counsel of Record3159 Rilman Rd., N.W.
Atlanta, GA  30327-1503
ctrower@electriclaw.com
Party name: Department of Revenue of Kentucky, et al.
 
Douglas M. Dowell Sr. Office of Legal Services(502) 564-3112
Finance and Administration Cabinet of Kentucky
501 High Street
P.O. Box 423
Frankfort, KY  40602-0423
douglas.dowell@ky.gov
Party name: Department of Revenue of Kentucky, et al.
Attorneys for Respondents:
G. Eric Brunstad Jr. Dechert LLP(860) 524-3999
    Counsel of Record90 State House Square
Hartford, CT  06103
eric.brunstad@dechert.com
Party name: George W. Davis, et ux.
 
David J. Guin Donaldson & Guin LLC(205) 226-2282
505 20th Street North
Suite 1000
Birmingham, AL  35203
davidg@dglawfirm.com
Party name: George W. Davis and Catherine V. Davis
 
Matthew Thomas Heffner Susman Heffner & Hurst LLP(312)-346-3466
Two First National Plaza
Suite 600
Chicago, IL  60603
mheffner@shhllp.com
Party name: George W. Davis, et ux.
 
Matthew Todd Hurst 20 South Clark Street(312)-346-3466
Suite 600
Chicago, IL  60603
mhurst@shhllp.com
Party name: George W. Davis, et ux.
 
Arthur T. Susman Susman Heffner & Hurst LLP(312) 346-3466
Two First National Plaza
Suite 600
Chicago, IL  60603
asusman@shhllp.com
Party name: George W. Davis, et ux.
 
Charles Robert Watkins 122 S. Michigan Ave., Suite 1850(312) 427-3600
Chicago, IL  60603
cwatkins@futtermanhoward.com
Party name: George W. Davis, et ux.
Other:
Brian E. Bailey Ice Miller LLP(317)-236-2426
One American Square
Suite 3100
Indianapolis, IN  46282
brian.bailey@icemiller.com
Party name: Tax Foundation
 
Christopher G. Browning Jr. Solicitor General(919) 716-6900
North Carolina Department of Justice
P.O. Box 629
114 West Edenton Street
Raleigh, NC  27602-0629
CBrowning@ncdoj.gov
Party name: North Carolina, et al.
 
Sheldon H. Laskin Multistate Tax Commission(202) 624-8699
444 No. Capital Street, NW
Suite 425
Washington, DC  20001-1538
Party name: Multistate Tax Commission
 
Robert A. Long Jr. Covington & Burling LLP(202) 662-6000
1201 Pennsylvania Avenue, N.W.
Washington, DC  20004
rlong@cov.com
Party name: National Association of State Treasurers
 
Lucinda Omea McConathy The Portrait Building(202) 261-2960
701 Eight Street, N.W.
Washington, DC  20001
Party name: Alan D. Viard, et al.
 
Carter G. Phillips Sidley Austin LLP(202) 736-8270
1501 K Street, N.W.
Washington, DC  20005
cphillips@sidley.com
Party name: Securities Industry and Financial Markets Association
 
Richard Ruda 108 Newlands St.(202) 365-1363
Chevy Chase, MD  20815
rmruda@hotmail.com
Party name: Government Finance Officers Association, et al.
 
P. Anthony Sammons Woodward Hobson & Fulton LLP(859) 244-7100
200 W. Vine Street, Fifth Floor
Lexington, KY  40507
Party name: Dupree Mutual Funds
 
Michael F. Smith The Smith Appellate Law Firm(202) 454-2860
1747 Pennsylvania Ave., NW
Ste. 300
Washington, DC  20006
smith@smithpllc.com
Party name: Churchill Tax-Free Fund of Kentucky, et al.
 
Barry Sullivan Jenner & Block LLP(312) 222-9350
330 North Wabash Avenue
Chicago, IL  60611
Party name: Nuveen Investments, Inc.
 
Leonard Weiser-Varon Mintz Levin Cohn Ferris Glovsky and Popeo PC(617) 542-6000
One Financial Center
Boston, MA  02111
Party name: National Federation of Municipal Analysts
October 24, 2014 | Version 2014.1