Casas v. Mita

Case Date: 12/14/1994
Court: United States Court of Appeals
Docket No: 94-1067



UNITED STATES COURT OF APPEALS
FOR THE FIRST CIRCUIT
____________________

No. 94-1067

CASAS OFFICE MACHINES, INC.,

Plaintiff, Appellee,

v.

MITA COPYSTAR AMERICA, INC., ET AL.,

Defendants, Appellants.

____________________

APPEAL FROM THE UNITED STATES DISTRICT COURT

FOR THE DISTRICT OF PUERTO RICO

[Hon. Gilberto Gierbolini, U.S. District Judge] ___________________

____________________

Before

Torruella, Circuit Judge, _____________

Campbell, Senior Circuit Judge, ____________________

and Boudin, Circuit Judge. _____________

____________________

Ricardo F. Casellas, with whom Mario Arroyo, and Fiddler, _____________________ _____________ ________
Gonzalez & Rodriguez, were on brief for appellants. ____________________

Luis A. Melendez-Albizu, with whom Luis Sanchez-Betances, Sanchez ________________________ _____________________ _______
Betances & Sifre, Nilda M. Cordero de Gomez, and Jorge E. Perez-Diaz, ________________ _________________________ ___________________
Federal Litigation Division, United States Department of Justice, were
on brief for appellee.
____________________
December 14, 1994
____________________



CAMPBELL, Senior Circuit Judge. Mita Copystar of _____________________

America, Inc. ("Mita") appeals from the district court's

order granting summary judgment and issuing a permanent

injunction in favor of Casas Office Machines, Inc. ("Casas").

The action began when Casas sued Mita and two fictitious

defendants, John Doe and Richard Roe, in the Superior Court

of Puerto Rico, San Juan Part. Organized under the laws of

California and with its principal place of business in New

Jersey, Mita removed the action to the United States District

Court for the District of Puerto Rico. After removal, Casas,

by an amendment to its complaint, replaced the fictitious

defendants with two named defendants, Caguas Copy, Inc. and

Oficentro J.P., Inc., which, like Casas, are Puerto Rico

corporations. Complete diversity of citizenship between the

parties was thus destroyed, although this fact was not called

to the district court's attention at the time. The district

court proceeded to deny Mita's motions to dismiss and for

summary judgment, and it allowed Casas's motion for a

permanent injunction enjoining Mita from impairing a contract

entered into with Casas. Now, for the first time on appeal,

Mita points out the jurisdictional problem caused by the

addition of the nondiverse parties. Mita asks us to vacate

the judgment below and order the district court to remand the

action to the Superior Court of Puerto Rico. Mita also

attacks the district court's decision on the merits, arguing

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that summary judgment was improper and that the district

court erred in granting the permanent injunction.

I.

Incorporated in Puerto Rico, Casas sells and

distributes office and photocopying equipment in that

Commonwealth. In 1983, Casas entered into an agreement with

Mita, a supplier of office and photographic equipment, to

distribute Mita products in Puerto Rico. As noted, Mita is a

California corporation with its principal place of business

in New Jersey. Following a period of strained business

relations, Casas and Mita executed a second agreement in 1989

(the "1989 Agreement") granting Casas the exclusive right to

distribute Mita's products in the "Greater San Juan" area.

Paragraph 5 of the 1989 Agreement, however, provided that

Casas's inability to meet or exceed 85% of a set sales quota

would result in termination of the exclusivity provisions of

the contract. Asserting that Casas had failed to achieve the

85% threshold, Mita terminated Casas's exclusive distribution

rights but retained Casas as a distributor and

designated two new distributors in the "Greater San Juan"

area.

Casas responded on February 1, 1991, by suing Mita,

John Doe, and Richard Roe1 in the Superior Court of Puerto
____________________

1. Paragraph 3 of Casas's complaint said:
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Rico, San Juan Part. Casas alleged that (1) Mita had

deprived Casas of its exclusive distribution rights without

just cause in violation of P.R. Laws Ann. tit. 10, 278-

278d 91976) (referred to in the complaint and hereinafter as

"Law 75"), (2) defendants had conspired to deprive Casas of

its right to sell and distribute Mita products, (3) Mita had

impaired Casas's exclusive distribution agreement, and (4)

defendants had intentionally interfered with Casas's

contractual relationship with Mita. Casas sought preliminary

and permanent injunctive relief, as well as monetary damages.

Alleging the existence of diversity jurisdiction,

Mita removed the action to the United States District court

for the District of Puerto Rico on March 6, 1991.

Thereafter, Casas amended its complaint twice. An amendment
____________________

Codefendants John Doe and Richard Roe are
fictitious names used to refer to
defendants whose names are unknown at
present. Said defendants are the natural
persons and/or corporate and/or judicial
entities who together with MITA have
conspired, with knowledge of the
contractual relationship between MITA and
Casas, to deprive the latter of said
contractual relationship, directly and
indirectly interfering therewith, causing
the damages hereinafter itemized. To __
plaintiff's best knowledge and _________________________________________
understanding, John Doe and Richard Roe _________________________________________
are citizens and residents of the _________________________________________
Commonwealth of Puerto Rico and are also _________________________________________
liable to plaintiff pursuant to the _________________________________________
allegations mentioned hereinafter. _________________________________

(emphasis added).

-4-

filed on March 9, 1992, added a fifth count,2 and eliminated

Casas's request for a preliminary (but not a permanent)

injunction. By a second motion to amend, brought on May 14,

1992, Casas sought to replace the fictitious defendants with

Caguas Copy, Inc. ("Caguas") and Oficentro J.P., Inc.

("Oficentro") the corporations that Mita had designated as

new distributors in the Greater San Juan area upon

terminating Casas's exclusive distribution rights. Paragraph

3 of Casas's Second Amended Complaint read:

Codefendants Caguas Copy, Inc. and _________________________________________
Oficentro J.P., Inc. are, upon _________________________________________
information and belief, corporate _________________________________________
entities organized pursuant to the laws _________________________________________
of the Commonwealth of Puerto Rico, with _________________________________________
Principal offices located at Suite B-3, _________________________________________
Goyco Street # 10, Caguas, P.R., and _________________________________________
Diamante Street # 24, Villa Blanca, _________________________________________
Caguas, P.R., respectively. Said ______________________________
defendants are the corporate and/or
judicial entities who together with MITA
have conspired, with knowledge of the
contractual relationship between MITA and
Casas, to deprive the latter of said
contractual relationship, directly and
indirectly interfering therewith, causing
the damages hereinafter itemized. To __
plaintiff's best knowledge and _________________________________________
understanding, Caguas Copy, Inc. and _________________________________________
Oficentro J.P., Inc. are citizens and _________________________________________
residents of the Commonwealth of Puerto _________________________________________
Rico and are also liable to plaintiff ____
pursuant to the allegations mentioned
hereinafter.

____________________

2. Count Five alleged that defendants had illicitly and
tortiously contracted for the distribution of Mita products
in Puerto Rican territories in which Mita had granted Casas
the exclusive right to distribute its products.

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(emphasis added). Four days later, on May 18, 1992, Casas

moved the district court for an expedited review of its

second motion to amend its complaint. Such review was

necessary, said Casas, because Oficentro was under the

protection of the United States Bankruptcy Court for the

District of Puerto Rico which had ordered that all

creditors file their proof of claims on or before June 8,

1992 and Casas could not file a proof of claim until its

motion to amend was granted. The district court allowed

Casas's second amendment in early June 1992.

In the meantime, Mita had moved for summary

judgment on February 12, 1992. It argued primarily that (1)

Mita did not impair its contractual relationship with Casas

because it merely enforced its rights under the terms of the

1989 Agreement, (2) even if it were found that Mita impaired

its contractual relationship with Casas, Mita had just cause

to do so, and (3) Casas's suit was barred by the equitable

doctrine of laches. On March 16, 1992, Casas opposed Mita's

motion for summary judgment, and brought a cross-motion for

partial interlocutory summary judgment on its Law 75 claims

(Counts One and Three), renewing its request for a permanent

injunction.3 Mita, in turn, filed, on April 13, 1992, an

____________________

3. In its original complaint, Casas had requested the
district court to

issue a permanent injunction against
Mita, ordering it [(1)] to cease and

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opposition to Casas's cross-motion for summary judgment in

which it maintained, inter alia, that (1) permanent _____ ____

injunctive relief is not available under Law 75, and (2)

ordering permanent injunctive relief in this case would be

unconstitutional. Finally, in a separate motion, filed on

June 4, 1992, Mita sought to dismiss Casas's complaint on the

grounds that Casas had engaged in a fraud upon the court.

The United States magistrate judge reviewed Mita's

motions to dismiss and for summary judgment, as well as

Casas's cross-motion for summary judgment. In a report and

recommendation issued on September 2, 1993, the magistrate

judge concluded that (1) Casas had not committed fraud on the

court, (2) Casas was not barred by the doctrine of laches

from pursuing its claims under Law 75, (3) Mita did not have

just cause under Law 75 to terminate Casas's exclusive

distribution rights because it failed to demonstrate that the

quota provision in the 1989 Agreement was reasonable at the
____________________

desist from continuing with the acts
which constitute impairment of the terms
of the distribution relationship existing
between it and Casas, . . . [(2)] to
abstain from appointing, choosing,
designating or arranging for other
additional distributors and/or in
substitution of Casas[,] and . . . [(3)]
to abstain from terminating and/or
altering the distribution relationship
existing between both parties or
performing any act or omission whatsoever
in impairment thereof, all pursuant to
the provisions of Law 75.

-7-

time of Casas's nonperformance, (4) a permanent injunction

may be ordered under Law 75, and (5) Mita had impaired its

contractual relationship with Casas. Consequently, the

magistrate judge recommended that the district court deny

Mita's motions to dismiss and for summary judgment, and grant

Casas's cross-motion for summary judgment.

In its opinion and order filed on November 18,

1993, the district court adopted all of the magistrate

judge's recommendations, thereby granting Casas's cross-

motion for summary judgment on its Law 75 claims (Counts One

and Three).4 Casas Office Machines v. Mita Copystar ________________________ ______________

Machines, 847 F. Supp. 981, 983 (D.P.R. 1993). In a judgment ________

entered the same day, the district court denied Mita's

motions to dismiss and for summary judgment, and granted

Casas's motion for an injunction permanently enjoining Mita

from impairing the 1989 Agreement without just cause.5 ____________________

Mita, pursuant to 28 U.S.C. 1292(a)(1) (1988),6 appeals

____________________

4. The district court did not decide Counts Two, Four, and
Five of Casas's complaint, and, to our knowledge, they remain
unresolved.

5. The district court emphasized in its opinion and order
that it was not placing Mita in involuntary servitude.
According to the district court, Mita could impair its
contractual relationship with Casas in the future if it could
demonstrate just cause for doing so.

6. Section 1292(a)(1) provides in relevant part:

[T]he courts of appeals shall have
jurisdiction of appeals from:
-8-

from this interlocutory decision. Mita argues principally:

(1) that diversity jurisdiction was defeated when Caguas and

Oficentro were substituted for the fictitious defendants; (2)

that the district court improperly entered summary judgment;

and (3) that the district court improperly issued a permanent

injunction.

II.

Before we reach the issue of subject matter

jurisdiction, we respond to Casas's challenge to our

appellate jurisdiction. Casas maintains that, under Carson ______

v. American Brands, Inc., 450 U.S. 79, 101 S. Ct. 993, 67 L. ______________________

Ed. 2d 59 (1981), jurisdiction under 1292(a)(1) does not

exist unless the appellant demonstrates that the district

court's interlocutory order "might have a serious, perhaps

irreparable, consequence, and that the order can be

effectually challenged only by immediate appeal." 450 U.S.

at 84 (internal quotations omitted). According to Casas,

Mita has failed to satisfy these requirements. Casas's

argument is not well taken.

____________________

(1) Interlocutory orders of
the district courts of the
United States . . ., or of the
judges thereof, granting,
continuing, modifying, refusing
or dissolving injunctions, or
refusing to dissolve or modify
injunctions, except where a
direct review may be had in the
Supreme Court.
-9-

The Supreme Court has said that 1292(a)(1)

provides appellate jurisdiction over two types of orders:

those "that grant or deny injunctions and [those] that have

the practical effect of granting or denying injunctions and

have `serious, perhaps irreparable, consequence[s].'"

Gulfstream Aerospace Corp. v. Mayacamas Corp., 485 U.S. 271, __________________________ _______________

287-88, 108 S. Ct. 1133, 99 L. Ed. 2d 296 (1988) (quoting

Carson, 450 U.S. at 84). Thus, courts of appeals, in ______

determining whether they have appellate jurisdiction under

1292(a)(1), must, in the first instance, decide "`whether the

order appealed from specifically [granted or] denied an

injunction or merely had the practical effect of doing so.'"

Morgenstern v. Wilson, 29 F.3d 1291, 1294 (8th Cir. 1994) ___________ ______

(quoting Kausler v. Campey, 989 F.2d 296, 298 (8th Cir. _______ ______

1993)). If the interlocutory order in question "expressly

grants or denies a request for injunctive relief, the Carson ______

requirements need not be met and the order is immediately

appealable as of right under 1292(a)(1)." Morgenstern, 29 ___________

F.3d at 1294-95 (observing that the majority of the circuits

agree with this principle, and citing cases); see Feinstein ___ _________

v. Space Ventures, Inc., 989 F.2d 49, 49 n.1 (1st Cir. 1993) ____________________

(accepting appellate jurisdiction under 1292(a)(1), and

noting the distinction between "an interlocutory order which

has the incidental effect of denying [or granting] injunctive

relief" and an order that "clearly and directly grant[s] a[n]

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. . . injunction"). On the other hand, "if an order merely

has the practical effect of granting or denying an

injunction, the Carson . . . test[s] must be satisfied." ______

Morgenstern, 29 F.3d at 1295. ___________

Here, the district court's order expressly granted

Casas's motion for an injunction barring Mita from impairing

the 1989 Agreement without just cause. Casas, 847 F. Supp. _____

at 990. Accordingly, for the reasons discussed, the district

court's order was immediately appealable as of right, and

Mita was not required to satisfy the Carson criteria. Thus, ______

we have appellate jurisdiction. We now consider our subject

matter jurisdiction.

III.

Mita argues that there is no subject matter

jurisdiction in federal court because complete diversity of

citizenship was destroyed when the fictitious defendants were

replaced with Caguas and Oficentro after removal. Although

Mita raises this issue for the first time on appeal, we are

obliged to address it because a defense of lack of

jurisdiction over the subject matter is expressly preserved

against waiver by Fed. R. Civ. P. 12(h)(3). E.g., Halleran ____ ________

v. Hoffman, 966 F.2d 45, 47 (1st Cir. 1992). Casas responds _______

that, diversity jurisdiction, once established at the time of

removal, could not be lost by replacement of the fictitious

defendants with Caguas and Oficentro, which Casas describes

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as nondiverse, dispensable parties. Alternatively, if ___________

jurisdiction was indeed defeated by the substitution of

Caguas and Oficentro after removal, Casas asks us to restore

it, nunc pro tunc, by dismissing the diversity-spoiling _______________

defendants without prejudice. _________________

A.

This case involves no federal question.

Jurisdiction stands or falls upon diversity of citizenship.

It has long been settled that a "lack of `complete diversity'

between the parties deprives the federal courts of

jurisdiction over the lawsuit." Sweeney v. Westvaco Co., 926 _______ ____________

F.2d 29, 41 (1st Cir.) (citing Strawbridge v. Curtiss, 7 U.S. ___________ _______

(3 Cranch) 267, 2 L. Ed. 435 (1806)), cert. denied, 112 S. _____________

Ct. 274, 116 L. Ed. 2d 226 (1991). There was complete

diversity between the parties on March 6, 1991, when Mita

removed the case to federal court: Casas is a Puerto Rico

corporation, and Mita was incorporated in California and

maintains its principal place of business in New Jersey.

That the fictitious defendants, John Doe and Richard Roe,

might reside in Puerto Rico as suggested by Casas in the

original complaint was properly disregarded under 28

U.S.C. 1441(a) (1988), which provides in relevant part:

"For purposes of removal . . ., the citizenship of defendants

sued under fictitious names shall be disregarded." After

removal, however, Casas replaced the fictitious defendants

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with Caguas and Oficentro, which were clearly identified as

Puerto Rico corporations, like Casas itself. The issue is

whether this substitution, which unquestionably destroyed

complete diversity, also defeated federal subject matter

jurisdiction. We hold that it did.

Casas argues that as diversity jurisdiction was

established at the commencement of the proceeding, it was not

later defeated by the mere naming of the fictitious parties,

who were dispensable, not indispensable. E.g., Freeport- ____ _________

McMoRan Inc. v. K N Energy, Inc., 498 U.S. 426, 428, 111 S. _____________ ________________

Ct. 858, 112 L. Ed. 2d 951 (1991) (per curiam) (holding that,

because there was complete diversity when the action

commenced, diversity jurisdiction was not defeated by the

addition of a nondiverse plaintiff, which was not

indispensable); Wichita R.R. & Light Co. v. Public Util. __________________________ _____________

Comm'n, 260 U.S. 48, 54, 43 S. Ct. 51, 67 L. Ed. 124 (1922). ______

Under the general principle reflected in the above cases, the

existence of federal jurisdiction here might seem to depend

simply upon whether Caguas and Oficentro were dispensable or

indispensable parties. But "[f]ederal courts are courts of

limited jurisdiction, and . . . may exercise only the

authority granted to them by Congress." Commonwealth of ________________

Mass. v. Andrus, 594 F.2d 872, 887 (1st Cir. 1979); e.g., _____ ______ ____

Owen Equip. & Erection Co. v. Kroger, 437 U.S. 365, 374, 98 __________________________ ______

S. Ct. 2396, 57 L. Ed. 2d 274 (1978) ("The limits upon

-13-

federal jurisdiction, whether imposed by the Constitution or

by Congress, must be neither disregarded nor evaded.").

Thus, specific legislative directives override the general

principles announced in these cases, e.g., 28 U.S.C. ____

1367(b) (Supp. V 1993) (supplemental jurisdiction).7 Here,

as we explain below, Congress has indicated that federal

diversity jurisdiction is defeated so long as, after removal,

fictitious defendants are replaced with nondiverse, named

defendants, regardless of whether they happen to be

dispensable or indispensable to the action.

As part of the Judicial Improvements and Access to

Justice Act of 1988, Pub. L. No. 100-702, 102 Stat. 4669

(1988), Congress enacted 28 U.S.C. 1447(e) (1988), which

provides:

If after removal the plaintiff seeks
to join additional defendants whose
joinder would destroy subject matter
jurisdiction, the court may deny joinder,
____________________

7. Under 28 U.S.C. 1367(b), for instance, federal courts,
sitting in diversity, "shall not have supplemental
jurisdiction . . . over claims by plaintiffs against persons
made parties under Rule 14, 19, 20, or 24 of the Federal
Rules of Civil Procedure . . . when exercising supplemental
jurisdiction over such claims would be inconsistent with the
jurisdictional requirements of section 1332." This statute,
which refers expressly to both compulsory and permissive
joinder, "does not allow joinder of additional parties if to
do so would defeat the rule of complete diversity." Charles
A. Wright, Law of Federal Courts 9, at 38 (1994). Thus, _____________________
where Congress has specifically so provided, the addition of
nondiverse, dispensable parties will defeat diversity
jurisdiction, even if such jurisdiction has already been
established at the start of the federal proceeding.

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or permit joinder and remand the action
to the State court.

Although this provision relates expressly to joinder, the

legislative history to the Judicial Improvements and Access

to Justice Act of 1988 indicates that 1447(e) applies also

to the identification of fictitious defendants after removal.

H.R. Rep. No. 889, 100th Cong., 2d Sess. 72-73 (1988),

reprinted in 1988 U.S.C.C.A.N. 5982, 6033 ("Th[e] provision ____________

also helps to identify the consequences that may follow

removal of a case with unidentified fictitious defendants.");

e.g., Lisa Combs Foster, Note, Section 1447(e)'s ____ ___________________

Discretionary Joinder and Remand: Speedy Justice or Docket _____________________________________________________________

Clearing?, 1990 Duke L.J. 118, 121, 132 ("[I]f after removal _________

the plaintiff identifies the Doe defendant as a nondiverse

party, then pursuant to section 1447(e) the court may either

deny joinder or permit joinder and remand.").

Federal courts and commentators have concluded

that, under 1447(e), the joinder or substitution of

nondiverse defendants after removal destroys diversity

jurisdiction, regardless whether such defendants are __________

dispensable or indispensable to the action. E.g., Yniques v. ____ _______

Cabral, 985 F.2d 1031, 1034 (9th Cir. 1993); Washington ______ __________

Suburban Sanitary Comm'n v. CRS/Sirrine, Inc., 917 F.2d 834, ________________________ _________________

835 (4th Cir. 1990); Rodriguez by Rodriguez v. Abbott Lab., ______________________ ___________

151 F.R.D. 529, 533 n.6 (S.D.N.Y. 1993); Vasilakos v. _________

Corometrics Medical Sys., Inc., No. 93-C-5343, 1993 WL _________________________________
-15-

390283, at *1-2 (N.D. Ill. 1993); Righetti v. Shell Oil Co., ________ _____________

711 F. Supp. 531, 535 (N.D. Cal. 1989); David D. Siegel,

Commentary on 1988 and 1990 Revisions of Section 1441, in 28 ______________________________________________________ __

U.S.C.A. 1441 (1994) (observing that when a plaintiff moves

to substitute a nondiverse, named defendant for a fictitious

defendant, "the plaintiff will meet the new subdivision (e)

of 1447, which leaves it entirely to the court to determine

whether to refuse the addition and keep the case or allow the

addition and then remand the case for want of federal

jurisdiction (caused by the loss of diversity)"); Foster,

Note, supra, at 121 ("Significantly, section 1447(e) does not _____

require the court, in considering whether joinder of a

nondiverse party should be permitted to deprive the court of

jurisdiction, to determine whether the party is

`indispensable' to the action according to Federal Rule

19(b). Unlike the approach under the Federal Rules, joinder

of a non-indispensable party can deprive the court of

jurisdiction."). We find these decisions persuasive. We

conclude that diversity jurisdiction was lost in the present

case when the court allowed Casas to identify the fictitious

defendants as Caguas and Oficentro.

Section 1447(e)'s legislative history supports this

conclusion. In enacting 1447(e), Congress considered a

proposal that would have allowed the joinder of certain

nondiverse parties and, at the same time, permitted the

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district court, in its discretion, to keep the case and

decide it on the merits. H.R. Rep. No. 889, 100th Cong., 2d

Sess. 72-73 (1988), reprinted in 1988 U.S.C.C.A.N. 5982, _____________

6033-34 ("The most obvious alternative [to 1447(e)] would

be to provide that `the court may deny joinder, dismiss the

action, or permit joinder and either remand to the state

court or retain jurisdiction.'"); see David D. Siegel, ___

Commentary on 1988 Revision of Section 1447, in 28 U.S.C.A. ___________________________________________ __

1447 (1994); Foster, Note, supra, at 137-38. Congress _____

rejected the proposal, however, because it would have

represented a "departure from the traditional requirement of

complete diversity," and "provide[d] a small enlargement of

diversity jurisdiction." H.R. Rep. No. 889, 100th Cong., 2d

Sess. 72-73 (1988), reprinted in 1988 U.S.C.C.A.N. 5982, _____________

6033-34. We think that, had Congress decided that federal

courts could retain jurisdiction over cases in which

plaintiffs joined or substituted dispensable, nondiverse

defendants after removal, it would have made that plain in

1447(e).

This is not to say that it is unimportant whether a

nondiverse defendant whom a plaintiff seeks to join or

substitute after removal is dispensable or indispensable to

the action. If the defendant is indispensable, the district

court's choices are limited to denying joinder and dismissing

the action pursuant to Fed. R. Civ. P. 19, or else allowing

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joinder and remanding the case to the state court pursuant to

1447(e). See Yniques, 985 F.2d at 1035. If, on the other ___ _______

hand, the defendant is dispensable, the district court has

the options, pursuant to 1447(e), of denying joinder and

continuing its jurisdiction over the case, or permitting

joinder and remanding the case to state court.8 Id. A ___

district court may not, however, do what the court below did

here, that is, substitute the nondiverse, named defendants

for the fictitious defendants thereby defeating federal

diversity jurisdiction and then continue to deal with the

merits of the dispute.

B.

Although diversity jurisdiction was defeated when

Caguas and Oficentro were substituted for the fictitious

defendants after removal, jurisdiction could be restored

retroactively in appropriate circumstances, if Caguas and

Oficentro were dispensable parties, by dismissing them from

the action. In Newman-Green, Inc. v. Alfonzo-Larrain, 490 __________________ _______________

U.S. 826 109 S. Ct. 2218, 104 L. Ed. 2d 893 (1989), the

Supreme Court held that federal courts of appeals have the

authority like that given to the district courts in Fed.

____________________

8. "[A] district court, when confronted with an amendment to
add a nondiverse nonindispensable party, should use its
discretion in deciding whether to allow that party to be
added." Hensgens v. Deere & Co., 833 F.2d 1179, 1182 (5th ________ ___________
Cir. 1987) (describing factors that district courts may
consider in deciding whether or not to permit the addition of
dispensable, nondiverse parties).

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R. Civ. P. 21 to dismiss dispensable, nondiverse parties ___________

to cure defects in diversity jurisdiction. 490 U.S. at 832-

38. Casas asks us to exercise this power here by dismissing

Caguas and Oficentro without prejudice. _________________

Courts may not, of course, dismiss indispensable _____________

parties from an action in order to preserve federal

jurisdiction. But, contrary to Mita's assertions, we

conclude that Caguas and Oficentro are dispensable parties.

Mita's principal contention is that Casas is barred by the

doctrine of judicial estoppel from asserting that Caguas and

Oficentro are dispensable parties because Casas, in a motion

requesting relief from the automatic stay, represented to the

United States Bankruptcy Court for the District of Puerto

Rico that Oficentro is an indispensable party. In that

motion, Casas argued in the bankruptcy court that:

2. Creditor CASAS wishes to duly
serve process, litigate and try the above
mentioned lawsuit in the U.S. District
Court against Debtor [(Oficentro)], and
the other defendants [(Mita and Caguas)]
before a jury. If CASAS is not allowed ________________________
to serve process and litigate its claims _________________________________________
against Debtor, CASAS would be _________________________________________
effectively precluded from obtaining _________________________________________
recovery under its tortious interference _________________________________________
and contract in prejudice of third _________________________________________
party's claims, due to a lack of an _________________________________________
indispensable party. Concomitantly, _________________________________________
CASAS' constitutional right to have a _________________________________________
trial by jury on all its legally tenable _________________________________________
claims would be impaired. ________________________

(emphasis added).
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While this assertion is manifestly at odds with

Casas's present position, we are disinclined under all the

circumstances to find that it created an estoppel. Judicial

estoppel is a judge-made doctrine designed to prevent a party

who plays "fast and loose with the courts" from gaining

unfair advantage through the deliberate adoption of

inconsistent positions in successive suits. See Scarano v. ___ _______

Central R.R. Co., 203 F.2d 510, 513 (3d Cir. 1953). Here, it ________________

does not appear that Casas succeeded in gaining any advantage

as a result of its earlier inconsistent statement made to the

bankruptcy court. While the court granted Casas's motion to

lift the stay, it did so on grounds other than Casas's

representation that Caguas and Oficentro were indispensable.

Mita itself does not allege that it relied on or was

prejudiced by the statement in any way. There is the further

fact that Mita has played as "fast and loose" as has Casas

with the issue of subject matter jurisdiction. It was Mita

the party now seeking remand to the Commonwealth courts

that removed the case here. After the fictitious parties

were identified, it made no effort to remand. Only after the

district court ruled against it did Mita decide that federal

jurisdiction was a mistake. We conclude that Casas is not

estopped from taking the position it adopts now. See Milgard ___ _______

Tempering, Inc. v. Selas Corp., 902 F.2d 703, 716-17 (9th _______________ ___________

-20-

Cir. 1990); 18 Charles Wright et al., Federal Practice and _____________________

Procedure 4477, at 781 (Supp. 1994).9 _________

Mita next argues that Caguas and Oficentro are

indispensable parties under a Federal Rules of Civil

Procedure 19(b) analysis. It submits that, because the

permanent injunction compels it to resume an exclusive

distribution relationship with Casas in the Greater San Juan

area, Caguas's and Oficentro's contractual rights to

distribute Mita products in that area are necessarily

canceled. Moreover, Mita points out that Casas is seeking a

declaratory judgment decreeing Mita's distribution agreements

with Caguas and Oficentro null and void. Under these

circumstances, says Mita, this action cannot "in equity and

good conscience" proceed without Caguas and Oficentro, which

are entitled to protect their contractual interests. We are

not persuaded. A leading commentator writes:

When a person is not a party to the
contract in litigation and has no rights
or obligations under that contract, even
though he may have obligated himself to
abide by the result of the pending action
by another contract that is not at issue,
he will not be regarded as an
indispensable party in a suit to
determine obligations under the disputed
____________________

9. We agree with Casas that International Travelers Cheque _______________________________
Co. v. Bankamerica Corp., 660 F.2d 215, 223-24 (7th Cir. ___ __________________
1981) is distinguishable. In that case, the district court
had expressly relied on plaintiff's previous statement that a
party was indispensable. There was no such reliance in this
case.

-21-

contract, although he may be a Rule 19(a)
party to be joined if feasible.

7 Charles A. Wright et al., Federal Practice and Procedure ______________________________

1613, at 199-200 (1986) (footnotes omitted) (citing cases);

see Ferrofluidics Corp. v. Advanced Vacuum Components, Inc., ___ ___________________ _________________________________

968 F.2d 1463, 1472 (1st Cir. 1992) ("`[I]t is generally

recognized that a person does not become indispensable to an

action to determine rights under a contract simply because

that person's rights or obligations under an entirely

separate contract will be affected by the result of the

action.'" (quoting Helzberg's Diamond Shops, Inc. v. Valley ______________________________ ______

West Des Moines Shopping Ctr., Inc., 564 F.2d 816, 820 (8th ____________________________________

Cir. 1977) (explaining the rationale for the rule))). The

present case fits within this principle. As to Casas's

request for declaratory judgment, Casas, in its appellate

brief, "voluntarily relinquishes its request for a

declaratory judgment seeking the annulment of [Caguas's] and

[Oficentro's] dealership agreements."

Although the only claims before us on appeal are

those alleging violation of Law 75, we note that Caguas and

Oficentro are similarly dispensable parties with respect to

the remaining claims. In each of the remaining claims, the

defendants are alleged to be joint tortfeasors or co-

conspirators and are thus jointly and severally liable. It

is well-established that joint tortfeasors and co-

conspirators are generally not indispensable parties. See ___
-22-

Goldman, Antonetti, Ferraiuoli, Axtmayer & Hertell v. Medfit ___________________________________________________ ______

Int'l, 982 F.2d 686, 691 (1st Cir. 1993); 7 Charles Wright et _____

al., Federal Practice and Procedure 1623, at 346-47 (2d ed. ______________________________

1986) ("[C]o-conspirators, like other joint tortfeasors, will

not be deemed indispensable parties.")

That Caguas and Oficentro are dispensable to this

action does not, in and of itself, compel their dismissal.

While the Supreme Court held in Newman-Green that "the courts ____________

of appeals have the authority to dismiss a dispensable

nondiverse party," 490 U.S. at 837, it "emphasize[d] that

such authority should be exercised sparingly," id. The Court ___

explained: "the appellate court should carefully consider

whether the dismissal of a nondiverse party will prejudice

any of the parties in the litigation. It may be that the

presence of the nondiverse party produced a tactical

advantage for one party or another." Id. at 838. In this ___

context, Mita argues that Casas gained a tactical advantage

by Caguas's and Oficentro's presence in the case because

Casas was able to obtain financial and business records under

Federal Rules of Civil Procedure 33(a) and 34(a), which apply

expressly to parties. We do not agree, however, with Mita's

suggestion that these records would have been beyond Casas's

reach had Caguas and Oficentro not been designated as

parties. Under Fed. R. Civ. P. 34(c), "A person not a party

to the action may be compelled to produce documents and

-23-

things or to submit to an inspection as provided in Rule

45."10

Thus, neither Casas nor Mita gained a significant

tactical advantage by the presence of Caguas and Oficentro in

the lawsuit. Nevertheless, we are concerned that Caguas and

Oficentro could themselves face prejudice if dismissed from

this suit. Caguas and Oficentro, while initially

characterized as John Doe and Richard Roe, were contemplated

as parties to this litigation from the start, and have

actively participated in it since June of 1992, when they

were substituted for the fictitious defendants. Had the

jurisdictional defect been called to the district court's

attention at that point, the district court would have either

dismissed Caguas and Oficentro from this action, thereby

requiring Casas to sue them separately in the commonwealth

court, or joined them to this action, thereby remanding the

entire case to the commonwealth court. Either way, Caguas

and Oficentro would have had their liability determined in a

single proceeding. Instead, because of the jurisdictional

oversight, dismissal of Caguas and Oficentro at this stage

could subject them to a new lawsuit before a new judge in the

Superior Court of Puerto Rico.
____________________

10. Mita baldly asserts that Casas could not have secured
under Rule 45 the documents and information it obtained under
Rules 33 and 34. Mita fails, however, to explain why this
would be so.

-24-

In Newman-Green, there was a similar difficulty. ____________

The problem there was remedied by terminating the litigation

against the dismissed defendant with prejudice. 490 U.S. at

838. A similar remedy may be appropriate in this case. We

note, however, that Newman-Green presents a stronger case ____________

than this one for dismissing the nondiverse party with

prejudice, since the nondiverse party in that case had

already had its claim adjudicated by the district court.

Here, by contrast, Caguas and Oficentro have not yet had

their claims adjudicated by the district court. Since this

case is closer than the case in Newman-Green and since this ____________

issue has not been argued by either party, we think it best

to allow it to be decided initially by the district court, on

remand, where the parties will have an opportunity to present

their arguments.

Accordingly, we dismiss Caguas and Oficentro from

this action to preserve jurisdiction but direct the district

court, on remand, to determine whether the injury to Caguas

and Oficentro from being dismissed from this proceeding is

such that their dismissal should be ordered to be with

prejudice to any further suit by Casas. Caguas and Oficentro

having been dismissed, complete diversity is restored per

Newman-Green, and we retain subject matter jurisdiction over ____________

the claims between Casas and Mita.

IV.

-25-

Having disposed of the jurisdictional issues, we

come to the merits of Mita's appeal. This appeal, of course,

is interlocutory, see note 6, supra, being taken solely from _____

the granting of the injunction against Mita. But the

injunction can stand only if the court properly awarded

summary judgment. We accordingly confront the merits of that

ruling.

On summary judgment, we review the district court's

decision de novo. Velez-Gomez v. SMA Life Assur., Co., 8 __ ____ ___________ _____________________

F.3d 873, 874-75 (1st Cir. 1993). A court of appeals will

uphold summary judgment only if the record, viewed in the

light most favorable to the nonmovant, reveals that there are

no genuine issues of material fact and that the movant is

entitled to judgment as a matter of law. Celotex Corp. v. ______________

Catrett, 477 U.S. 317, 324-25, 106 S. Ct. 2548, 91 L. Ed. 2d _______

265 (1986).

Mita's primary argument is that genuine issues of

material fact preclude the granting of summary judgment to

Casas on its Law 75 claims. Specifically, Mita argues that

genuine issues exist as to: (1) whether Mita impaired its

contract with Casas and (2) whether Mita had "just cause" to

do so. To understand these arguments, we will need to step

back and take a look at the applicable law.

Law 75 protects Puerto Rico-based dealers from

summary cancellation of their dealership contracts by their

-26-

principal suppliers after the dealers have established a

favorable market for the principal's goods. See Warner ___ ______

Lambert Co. v. Superior Court of Puerto Rico, 101 P.R. Dec. ___________ ______________________________

378, 387 (1973), translated in, 1 Official Translations 527, ______________

541 (1973). The stated purpose of the law is to protect

local dealers from abusive practices by suppliers who are

financially stronger than they are. See Medina & Medina v. ___ ________________

Country Pride Foods, Ltd., 88 J.T.S. 6162, 6168 (1988), ___________________________

translated in, 858 F.2d 817, 820 (1st Cir. 1988). Toward _____________

that end, Law 75 prohibits suppliers from taking any actions

that would impair such contracts, unless they have "just

cause" for doing so:

Notwithstanding the existence in a
dealer's contract of a clause reserving
to the parties the unilateral right to
terminate the existing relationship, no
principal or grantor may directly or
indirectly perform any act detrimental to
the established relationship or refuse to
renew said contract on its normal
expiration, except for just cause.

P.R. Laws Ann. tit. 10, 978a.

Law 75 establishes a rebuttable presumption of

impairment when a supplier a