Intuit Inc. v. H&R Block, Inc.
| Intuit Inc. |
| H&R Block, Inc., HRB Tax Group, Inc. and HRB Digital LLC |
| 5:2024cv00253 |
| January 15, 2024 |
| US District Court for the Northern District of California |
| Beth Labson Freeman |
| Susan van Keulen |
| Other Statutory Actions |
| 15 U.S.C. § 1125 Trademark Infringement (Lanham Act) |
| Plaintiff |
Docket Report
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This docket was last retrieved on February 27, 2024. A more recent docket listing may be available from PACER.
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| Filing 49 ANSWER to Amended Complaint by HRB Digital LLC, HRB Tax Group, Inc.. (Bernstein, David) (Filed on 2/27/2024) |
| Filing 48 NOTICE of Appearance by David H. Bernstein (Bernstein, David) (Filed on 2/27/2024) |
| Motion Hearing set for 6/13/2024 VACATED #47 ORDER APPROVING 46 STIPULATION RE: DISMISSAL OF DEFENDANT H&R BLOCK, INC. (tsh, COURT STAFF) (Filed on 2/21/2024) |
Filing 47
ORDER APPROVING #46 STIPULATION RE: DISMISSAL OF DEFENDANT H&R BLOCK, INC. Signed by Judge Beth Labson Freeman on 2/20/2024. (blflc3, COURT STAFF)(Filed on 2/20/2024)
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| Filing 46 STIPULATION WITH PROPOSED ORDER re #31 MOTION to Dismiss for Lack of Jurisdiction ; Memorandum of Points & Authorities in Support Thereof filed by Intuit Inc.. (Mehta, Sonal) (Filed on 2/16/2024) |
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Filing 45
ORDER APPROVING #44 STIPULATION TO EXTEND TIME TO RESPOND TO AMENDED COMPLAINT. Signed by Judge Beth Labson Freeman on 2/12/2024. (blflc3, COURT STAFF)(Filed on 2/12/2024)
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| Filing 44 STIPULATION re #18 Amended Complaint / Stipulation To Extend Time To Respond To Amended Complaint filed by HRB Digital LLC, HRB Tax Group, Inc.. (Barker, Jeffrey) (Filed on 2/12/2024) |
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Filing 43
ORDER GRANTING #41 STIPULATION REGARDING PROPOSED BRIEFING SCHEDULE FOR H&R BLOCK, INC.'S MOTION TO DISMISS. Signed by Judge Beth Labson Freeman on 2/2/2024. (blflc3, COURT STAFF)(Filed on 2/2/2024)
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| Filing 42 CLERK'S NOTICE RESETTING MOTION HEARING AND CASE MANAGEMENT CONFERENCE. Motion Hearing as to #31 MOTION to Dismiss for Lack of Jurisdiction ; Memorandum of Points & Authorities in Support Thereof reset to for 6/13/2024 09:00 AM and Initial Case Management Conference set for 6/13/2024 11:00 AM before Judge Beth Labson Freeman. Case Management Statement due by 6/6/2024. (This is a text-only entry generated by the court. There is no document associated with this entry.) (tsh, COURT STAFF) (Filed on 2/2/2024) |
| Filing 41 STIPULATION WITH PROPOSED ORDER Regarding Proposed Briefing Schedule for H&R Block, Inc.'s Motion to Dismiss #31 filed by Intuit Inc.. (Mehta, Sonal) (Filed on 2/1/2024) |
| Filing 40 SUMMONS Returned Executed by Intuit Inc.. HRB Tax Group, Inc. served on 1/23/2024, answer due 2/13/2024. (Mehta, Sonal) (Filed on 1/29/2024) |
| Filing 39 SUMMONS Returned Executed by Intuit Inc.. HRB Digital LLC served on 1/23/2024, answer due 2/13/2024. (Mehta, Sonal) (Filed on 1/29/2024) |
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Filing 38
CONSENT ORDER. Signed by Judge Beth Labson Freeman on 1/29/2024. (blflc3, COURT STAFF)(Filed on 1/29/2024)
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| Filing 37 Proposed Order / Joint Proposed Consent Order by H&R Block, Inc.. (Barker, Jeffrey) (Filed on 1/26/2024) |
| Filing 36 Transcript of Proceedings held on 01/22/2024, before Judge Beth Labson Freeman. Court Reporter/Transcriber Summer Fisher, telephone number summer_fisher@cand.uscourts.gov. Per General Order No. 59 and Judicial Conference policy, this transcript may be viewed only at the Clerk's Office public terminal or may be purchased through the Court Reporter/Transcriber until the deadline for the Release of Transcript Restriction. After that date it may be obtained through PACER. Any Notice of Intent to Request Redaction, if required, is due no later than 5 business days from date of this filing. (Re #33 Transcript Order ) Redaction Request due 2/16/2024. Redacted Transcript Deadline set for 2/26/2024. Release of Transcript Restriction set for 4/25/2024. (Related documents(s) #33 ) (Fisher, Summer) (Filed on 1/26/2024) |
| Filing 35 NOTICE of Appearance by Peter D'Agostino on Behalf of H&R Block, Inc. (D'Agostino, Peter) (Filed on 1/26/2024) |
| Filing 34 TRANSCRIPT ORDER for proceedings held on 01/22/2024 before Judge Beth Labson Freeman by Intuit Inc., for Court Reporter Summer Fisher. (Mehta, Sonal) (Filed on 1/22/2024) |
| Filing 33 TRANSCRIPT ORDER for proceedings held on 1/22/2024 before Judge Beth Labson Freeman by H&R Block, Inc., for Court Reporter Summer Fisher. (Barker, Jeffrey) (Filed on 1/22/2024) |
| Filing 32 Minute Entry for proceedings held before Judge Beth Labson Freeman: Motion Hearing held on 1/22/2024 re #6 MOTION for Temporary Restraining Order and Preliminary Injunction filed by Intuit Inc. Total Time in Court: 2:39. Court Reporter: Summer Fisher. Plaintiff Attorney: Sonal Mehta, David Gringer, Stijin Talloer. Defendant Attorney: Jeffrey Barker, Scott Pink. (This is a text-only entry generated by the court. There is no document associated with this entry.) (tsh, COURT STAFF) (Date Filed: 1/22/2024) |
| Filing 31 MOTION to Dismiss for Lack of Jurisdiction ; Memorandum of Points & Authorities in Support Thereof filed by H&R Block, Inc.. Motion Hearing set for 4/18/2024 09:00 AM in San Jose, Courtroom 3, 5th Floor before Judge Beth Labson Freeman. Responses due by 2/2/2024. Replies due by 2/9/2024. (Attachments: #1 Exhibit A, #2 Exhibit B, #3 Proposed Order on Defendant H&R Block, Inc.'s Motion to Dismiss for Lack of Personal Jurisdiction)(Barker, Jeffrey) (Filed on 1/19/2024) |
| Filing 30 SUMMONS Returned Executed by Intuit Inc.. H&R Block, Inc. served on 1/16/2024, answer due 2/6/2024. (Mehta, Sonal) (Filed on 1/19/2024) |
| Filing 29 NOTICE of Appearance by Scott William Pink on behalf of Defendant H&R Block, Inc. (Pink, Scott) (Filed on 1/19/2024) |
| Filing 28 NOTICE of Appearance by Jeffrey A. Barker on behalf of Defendant H&R Block, Inc. (Barker, Jeffrey) (Filed on 1/19/2024) |
| Filing 27 Rule 7.1 Disclosures by H&R Block, Inc. identifying Other Affiliate BlackRock, Inc. for H&R Block, Inc.. (Barker, Jeffrey) (Filed on 1/19/2024) |
| Filing 26 DECLARATION of Heather Watts in Opposition to #6 MOTION for Temporary Restraining Order and Preliminary Injunction filed byH&R Block, Inc.. (Related document(s) #6 ) (Barker, Jeffrey) (Filed on 1/19/2024) |
| Filing 25 DECLARATION of Jeffrey A. Barker in Opposition to #6 MOTION for Temporary Restraining Order and Preliminary Injunction filed byH&R Block, Inc.. (Related document(s) #6 ) (Barker, Jeffrey) (Filed on 1/19/2024) |
| Filing 24 DECLARATION of Dominique Hanssens, Ph.D. in Opposition to #6 MOTION for Temporary Restraining Order and Preliminary Injunction filed byH&R Block, Inc.. (Related document(s) #6 ) (Barker, Jeffrey) (Filed on 1/19/2024) |
| Filing 23 Summons Issued as to HRB Digital LLC. (cv, COURT STAFF) (Filed on 1/19/2024) |
| Filing 22 Summons Issued as to HRB Tax Group, Inc.. (cv, COURT STAFF) (Filed on 1/19/2024) |
| Filing 21 OPPOSITION/RESPONSE (re #6 MOTION for Temporary Restraining Order and Preliminary Injunction ) filed byH&R Block, Inc.. (Barker, Jeffrey) (Filed on 1/19/2024) |
| Filing 20 Proposed Summons. (Mehta, Sonal) (Filed on 1/18/2024) |
| Filing 19 Proposed Summons. (Mehta, Sonal) (Filed on 1/18/2024) |
| Filing 18 AMENDED COMPLAINT against H&R Block, Inc., HRB Tax Group, Inc., HRB Digital LLC. Filed by Intuit Inc.. (Mehta, Sonal) (Filed on 1/18/2024) |
| CLERK'S NOTICE SETTING MOTION HEARING as to #6 MOTION for Temporary Restraining Order and Preliminary Injunction.Motion Hearing set for 1/22/2024 09:00 AM in San Jose, Courtroom 1, 5th Floor before Judge Beth Labson Freeman. (tsh, COURT STAFF) (Filed on 1/17/2024) |
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Filing 17
ORDER GRANTING #13 APPLICATION FOR ADMISSION OF ATTORNEY PRO HAC VICE (Heyen). Signed by Judge Beth Labson Freeman on 1/16/2024. (blflc3, COURT STAFF)(Filed on 1/16/2024)
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Filing 16
ORDER GRANTING #12 APPLICATION FOR ADMISSION OF ATTORNEY PRO HAC VICE (Gringer). Signed by Judge Beth Labson Freeman on 1/16/2024. (blflc3, COURT STAFF)(Filed on 1/16/2024)
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Filing 15
ORDER GRANTING #11 APPLICATION FOR ADMISSION OF ATTORNEY PRO HAC VICE (Woodman). Signed by Judge Beth Labson Freeman on 1/16/2024. (blflc3, COURT STAFF)(Filed on 1/16/2024)
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Filing 14
ORDER SETTING HEARING ON TRO AND PRELIMINARY INJUNCTION. Signed by Judge Beth Labson Freeman on 1/16/2024. (blflc3, COURT STAFF)(Filed on 1/16/2024)
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| Filing 13 MOTION for leave to appear in Pro Hac Vice ( Filing fee $ 328, receipt number ACANDC-19024831.) filed by Intuit Inc.. (Heyen, Kalyn) (Filed on 1/16/2024) |
| Filing 12 MOTION for leave to appear in Pro Hac Vice ( Filing fee $ 328, receipt number ACANDC-19024789.) filed by Intuit Inc.. (Gringer, David) (Filed on 1/16/2024) |
| Filing 11 MOTION for leave to appear in Pro Hac Vice ( Filing fee $ 328, receipt number ACANDC-19024719.) filed by Intuit Inc.. (Woodman, Derek) (Filed on 1/16/2024) |
| Filing 10 ADMINISTRATIVE MOTION For an Expedited Briefing Schedule and Hearing on Its Motion for Temporary Restraining Order and Preliminary Injunction filed by Intuit Inc.. Responses due by 1/22/2024. (Attachments: #1 Declaration of David Gringer in Support, #2 Proposed Order)(Mehta, Sonal) (Filed on 1/16/2024) |
| Filing 9 Initial Case Management Scheduling Order with ADR Deadlines: Notice: The assigned judge participates in the Cameras in the Courtroom Pilot Project. See General Order No. 65 and http://cand.uscourts.gov/cameras. Case Management Statement due by 4/11/2024. Initial Case Management Conference set for 4/18/2024 11:00 AM in San Jose, Courtroom 3, 5th Floor. (Attachments: #1 Notice of Eligibility for Video Recording)(cv, COURT STAFF) (Filed on 1/16/2024) |
| Filing 8 Summons Issued as to H&R Block, Inc.. (cv, COURT STAFF) (Filed on 1/16/2024) |
| Filing 7 Case assigned to Judge Beth Labson Freeman. Counsel for plaintiff or the removing party is responsible for serving the Complaint or Notice of Removal, Summons and the assigned judge's standing orders and all other new case documents upon the opposing parties. For information, visit E-Filing A New Civil Case at http://cand.uscourts.gov/ecf/caseopening.Standing orders can be downloaded from the court's web page at www.cand.uscourts.gov/judges. Upon receipt, the summons will be issued and returned electronically. A scheduling order will be sent by Notice of Electronic Filing (NEF) within two business days. (bw, COURT STAFF) (Filed on 1/16/2024) |
| Filing 6 MOTION for Temporary Restraining Order and Preliminary Injunction filed by Intuit Inc.. (Attachments: #1 Declaration of Joel H. Steckel, Ph.D in Support, #2 Declaration of Elizabeth Berger in Support, #3 Exhibit A, #4 Exhibit B, #5 Exhibit C, #6 Exhibit D, #7 Exhibit E, #8 Exhibit F, #9 Exhibit G, #10 Exhibit H, #11 Exhibit I, #12 Exhibit J, #13 Exhibit K, #14 Exhibit L, #15 Exhibit M, #16 Exhibit N, #17 Declaration of David Gringer in Support, #18 Exhibit O, #19 Exhibit P, #20 Proposed Temporary Restraining Order and Order to Show Cause, #21 Complaint)(Mehta, Sonal) (Filed on 1/15/2024) |
| Filing 5 CONSENT/DECLINATION to Proceed Before a US Magistrate Judge by Intuit Inc... (Mehta, Sonal) (Filed on 1/15/2024) |
| Filing 4 NOTICE of Appearance by Sonal N. Mehta (Mehta, Sonal) (Filed on 1/15/2024) |
| Filing 3 Corporate Disclosure Statement by Intuit Inc. identifying Corporate Parent No Corporate Parent and No Publicly Held Corporation Owns 10% or More of Its Stock for Intuit Inc.. (and Certificate of Interested Entities or Persons) (Mehta, Sonal) (Filed on 1/15/2024) |
| Filing 2 Proposed Summons. (Mehta, Sonal) (Filed on 1/15/2024) |
| Filing 1 COMPLAINT against H&R Block, Inc. ( Filing fee $ 405, receipt number ACANDC-19020654.). Filed by Intuit Inc.. (Attachments: #1 Civil Cover Sheet)(Mehta, Sonal) (Filed on 1/15/2024) |
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