Req. No. 10587 Page 1 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 STATE OF OKLAHOMA 1st Session of the 60th Legislature (2025) HOUSE BILL 1596 By: Lepak AS INTRODUCED An Act relating to civil procedure; amending 12 O.S. 2021, Sections 2008 and 2009, which relate to general rules and special matters; modify ing requirements for certain claims and averments; defining term; conforming language; making language gender neutral; and providing an effective date . BE IT ENACTED BY THE PEOPLE OF THE STATE OF OKLAHOMA: SECTION 1. AMENDATORY 12 O.S. 2021, Section 2008, is amended to read as follows: Section 2008. GENERAL RULES OF PLEADING A. CLAIMS FOR RELIEF. A pleading which sets forth a claim for relief, whether an original claim, counterclaim, cross -claim or third-party claim, shall contain: 1. A short and plain statement , made with particularity of all material facts known to the pleading party that support the claim showing, that creates a reasonable inference that the pleader is plausibly entitled to relief. For the purposes of this paragraph, a material fact is a fact that is necessary to the claim a nd without which the claim could not be supported. As to facts pleaded on Req. No. 10587 Page 2 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 belief, the pleading party shall set forth with particularity the factual information supporting the pl eading party's belief; and 2. A demand for judgment for the relief to which he or she deems himself or herself entitled. Every pleading demanding relief for damages in money in excess of the amount required for diversity jurisdiction pursuant to Section 1332 of Title 28 of the United States Code shall, without demanding any specif ic amount of money, set forth only that the amount sought as damages is in excess of the amount required for diversity jurisdiction pursuant to Section 1332 of Title 28 of the Un ited States Code, except in actions sounding in contract. Every pleading demanding relief for damages in money in an amount that is required for diversity jurisdiction pursuant to Section 1332 of Title 28 of the United States Code or less shall specify the amount of such damages sought to be recovered. Relief in the alternative or of several different types may be demanded. B. DEFENSES; FORM OF DENIALS. A party shall state in short and plain terms his or her defenses to each claim asserted and shall admit or deny the averments upon which the adverse party relies. If he or she is without knowledge or information sufficient to form a belief as to the truth of an averment, he or she shall so state and this statement has the effect of a denial. Denials sha ll fairly meet the substance of the averments denied. When a pleader intends in good faith to deny only a part or a qualification of an averment, he or she shall specify so much of it as is true and material and Req. No. 10587 Page 3 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 shall deny only the remainder. Unless the pleader intends in good faith to controvert all the averments of the preceding pleading, he or she may make his or her denials as specific denials of designated averments or paragraphs or he or she may generally deny all the averments except such designate d averments or paragraphs as he or she expressly admits; but, when he or she does so intend to controvert all its averments, he or she may do so by general denial subject to the obligations set forth in Section 2011 of this title. C. AFFIRMATIVE DEFENSES. In pleading to a preceding pleading, a party shall set forth affirmatively: 1. Accord and satisfaction; 2. Arbitration and award; 3. Assumption of risk; 4. Contributory negligence; 5. Discharge in bankruptcy; 6. Duress; 7. Estoppel; 8. Failure of consideration; 9. Fraud; 10. Illegality; 11. Injury by fellow servant; 12. Laches; 13. License; 14. Payment; Req. No. 10587 Page 4 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 15. Release; 16. Res judicata; 17. Statute of frauds; 18. Statute of limitations; 19. Waiver; and 20. Any other matter constituting an avoidance or affirmative defense. When a party has mistakenly designated a defense as a counterclaim or a counterclaim as a defense, the court on terms, if justice so requires, shall treat the pleading as if there had been a proper designation. D. EFFECT OF FAILURE TO DENY. Averments in a pleading to which a responsive pleading i s required, other than those as to the amount of damage, are admitted when not denied in the responsive pleading. Averments in a pleading to which no responsive pleading is requ ired or permitted shall be taken as denied or avoided. E. PLEADING TO BE CONCISE AND DIRECT; CONSISTENCY ALTERNATIVE STATEMENTS; INCONSISTENCY . 1. Each averment of a pleading shall be simple, concise, and direct. No technical forms of pleadings or motio ns are required. 2. A party may set forth, and at trial rely on, two or more statements of a claim or defense alternately or hypothetically, either in one count or defense or in separate counts or defenses. When two or more statements are made in the alt ernative and one of Req. No. 10587 Page 5 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 them if made independently would be sufficient, the pleading is not made insufficient by the insufficiency of one or more of the alternative statements. A party may also state as many separate claims or defenses as he or she has regardless of consistency and whether based on legal or equitable grounds. All stat ements shall be made subject to the obligations set forth in Section 2011 of this title. F. CONSTRUCTION OF PLEADINGS. All pleadings shall be so construed as to do substantial justice. SECTION 2. AMENDATORY 12 O.S. 2021, Section 2009, is amended to read as follows: Section 2009. PLEADING SPECIAL MATTERS A. CAPACITY. It is not necessary to aver the capacity of a party to sue or be sued or the authority of a party to sue or be sued in a representative capacity or the legal existe nce of an organized association of persons that is made a party. When a party desires to raise an issue as to the legal existence of any party or the capacity of any party to su e or be sued or the authority of a party to sue or be sued in a representative capacity, he or she shall do so by negative averment, which shall include such supporting particulars as are peculiarly within the pleader 's knowledge, and he or she shall have the burden of proof on that issue. Req. No. 10587 Page 6 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 B. FRAUD, MISTAKE, CONDITION OF THE MIND. In accordance with paragraph 1 of subsection A of Section 2008 of this title, in all averments of fraud or mistake, the circumstances constituting fraud or mistake shall be stat ed with particularity. Malice, intent, knowledge, and other condition of mind of a person may be averred generally. C. CONDITIONS PRECEDENT. In pleading the performance or occurrence of conditions precedent, if the pleading otherwise satisfies the requirements of paragraph 1 of subsection A of Section 2008 of this title, it is sufficient to aver generally that all conditions precedent have been performed or have occurred. A denial of performance or occurrence shall be made specifically and with particularity. D. OFFICIAL DOCUMENT OR ACT. In pleading an official document or official act it is sufficient to aver that the document was issued or the act done in compliance with law. E. JUDGMENT. In pleading a judgment or decision of a domestic or foreign court, judicial or quasi -judicial tribunal, or of a board or officer, it is su fficient to aver the judgment or decision without setting forth matter showing jurisdiction to render it. F. TIME AND PLACE. For the purpose of testing the sufficiency of a pleading, averments of time and place are material and shall be considered like all other averments of material matter. Req. No. 10587 Page 7 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 G. SPECIAL DAMAGE. When items of special damage are claimed, their nature shall be specifically stated. In actions where exemplary or punitive damages are sought, the petition shall not state a dollar amount for da mages sought to be recovered but shall state whether the amount of damages sought to be recovered is in excess of or not in excess of the amount required for diversity jurisdiction pursuant to Section 1332 of Title 28 of the United States Code. H. MOTION TO CLARIFY DAMAGES. If the amount of damages sought to be recovered by the plaintiff is less than the amount required for diversity jurisdiction pursuant to Section 1332 of Titl e 28 of the United States Code, the defendant may file, for purposes of establishing diversity jurisdiction only, a Motion to Clarify Damages prior to the pretrial order to require the plaintiff to show by a preponderance of the evidence that the amount of damages, if awarded, will not exceed the amount required for diversity. If the court finds that any damages awarded are more likely than not to exceed the amount of damages required for diversity jurisdiction, the plaintiff shall amend his or her pleadin gs in conformance with paragraph 2 of subsection A of Section 2008 of this tit le. SECTION 3. This act shall become effective November 1, 2025. 60-1-10587 AQH 12/29/24