Basu v. Massachusetts Mutual Life Insurance Company, No. 2:2020cv01432 - Document 94 (D. Nev. 2023)
Court Description: ORDER Granting 93 Joint Pretrial Order. Calendar Call set for 1/17/2024 at 01:30 PM in LV Courtroom 6A before Judge James C. Mahan. Jury Trial set for 1/22/2024 at 09:00 AM in LV Courtroom 6A before Judge James C. Mahan. Signed by Judge James C. Mahan on 3/20/2023. (Copies have been distributed pursuant to the NEF - TRW)
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Basu v. Massachusetts Mutual Life Insurance Company Doc. 94 Case 2:20-cv-01432-JCM-BNW Document 94 93 Filed 03/20/23 03/16/23 Page 1 of 22 1 2 3 4 5 6 7 8 9 10 Matthew L. Sharp, Esq. NV Bar No. 4746 MATTHEW L. SHARP, LTD. 432 Ridge Street Reno, NV 89501 (775) 324-1500 matt@mattsharplaw.com Sean K. Claggett, Esq. (NV Bar No. 008407) Samuel A. Harding, Esq. (NV Bar No. 001877) Shannon L. Wise (NV Bar No. 014509) CLAGGETT & SYKES LAW FIRM 4101 Meadows Lane, Suite 100 Las Vegas, NV 89107 (702) 655-2346 sclaggett@claggettlaw.com sharding@claggettlaw.com swise@claggettlaw.com Attorneys for Plaintiff 11 UNITED STATES DISTRICT COURT 12 DISTRICT OF NEVADA 13 14 SANGHAMITRA BASU, Plaintiff, 15 16 17 18 CASE NO.: 2:20-cv-01432-JCMBNW v. MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY JOINT PRETRIAL ORDER Defendant. 19 20 21 The parties to this consolidated action, through counsel and in accordance with LR II 163, submit this Joint Pretrial Order. 22 After pretrial proceedings in this case, 23 IT IS ORDERED: 24 I. 25 This is an action for: Dr. Sangha Basu is insured under an individual disability income 26 insurance policy issued by MassMutual. Dr. Sangha Basu alleges that MassMutual breached the 27 policy when it determined that her claim for total disability benefits was subject to the policy’s 28 1 Dockets.Justia.com Case 2:20-cv-01432-JCM-BNW Document 94 93 Filed 03/20/23 03/16/23 Page 2 of 22 1 mental disorder limitation. MassMutual contends that it did not breach the policy and that Dr. 2 Basu is not totally disabled due to physical conditions. 3 II. 4 Statement of Jurisdiction: Jurisdiction exists under 28 U.S.C § 1332(a). Plaintiff is 5 resident of Nevada. Defendant is a resident of Massachusetts. The amount in controversy 6 exceeds $75,000. 7 III. 8 9 The following facts are admitted by the parties and require no proof: 1. Dr. Basu is insured under MassMutual disability income insurance policy no. 8455557 10 (the “Policy”). 11 2. The Policy includes the relevant terms governing Dr. Basu’s claim. 12 3. Dr. Basu’s occupation was a pain management specialist. 13 4. In December 2015, Dr. Basu stopped working as a pain management physician. 14 IV. 15 16 The following facts, though not admitted, will not be contested at trial by evidence to the contrary. 17 Not applicable 18 V. 19 The following issues of fact to be tried and determined at trial. 20 The parties agree that the following issues of fact are to be tried and determined at trial: 21 1. ber 16, 2021 based upon the mental disorder limitation? 22 23 Did MassMutual breach the Policy when it stopped paying Dr. Basu’s claim on Novem- 2. If MassMutual breached the disability insurance policy, what are Dr. Basu’s damages to 24 Dr. Basu? 25 Defendant maintains, and Plaintiff disagrees, that the following issues of fact are also to 26 be tried and determined at trial: 27 1. Why did Dr. Basu stop working as a pain management physician in December 2015? 28 2 Case 2:20-cv-01432-JCM-BNW Document 94 Filed 03/20/23 Page 3 of 22 Case 2:20-cv-01432-JCM-BNW Document 94 Filed 03/20/23 Page 4 of 22 Case 2:20-cv-01432-JCM-BNW Document 94 Filed 03/20/23 Page 5 of 22 Case 2:20-cv-01432-JCM-BNW Document 94 Filed 03/20/23 Page 6 of 22 Case 2:20-cv-01432-JCM-BNW Document 94 Filed 03/20/23 Page 7 of 22 Case 2:20-cv-01432-JCM-BNW Document 94 Filed 03/20/23 Page 8 of 22 Case 2:20-cv-01432-JCM-BNW Document 94 Filed 03/20/23 Page 9 of 22 Case 2:20-cv-01432-JCM-BNW Document 94 Filed 03/20/23 Page 10 of 22 Case 2:20-cv-01432-JCM-BNW Document 94 93 Filed 03/20/23 03/16/23 Page 11 of 22 1 2 Documents Produced by Non-Parties to this Litigation in Response to Subpoenas This general category of identification is not reasonable under LR16-3 or 16-4. This general category of identification is not reasonable to specifically identify objections. Plaintiff objects to the exhibits on the basis FRE 402, 403, 801, 802; FRCP 26(a)(1), FRCP 26(a)(2); authenticity and foundation. All pleadings filed in this litigation. This general category of identification is not reasonable under LR16-3 or 16-4. This general category of identification is not reasonable and is not identifiable by Batesstamp nos. Plaintiff objects to the exhibits on the basis FRE 402, 403, 801, 802; FRCP 26(a)(1), FRCP 26(a)(2); authenticity and foundation. 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 Defendant’s Position: 19 Defendant reserves the right to utilize and/or introduce at trial any documents identified 20 or produced by any party to this litigation, including but not limited to purposes of impeachment 21 and/or rebuttal. By identifying the foregoing documents, Defendant does not waive any right under the 22 23 Federal Rules of Civil Procedure and the Federal Rules of Evidence to object to Plaintiff’s 24 introduction of all or a portion of the foregoing documents, depending on the context in which 25 the evidence is offered. Nothing contained herein shall be deemed a waiver or admission of any 26 kind. 27 /// 28 /// 11 Case 2:20-cv-01432-JCM-BNW Document 94 93 Filed 03/20/23 03/16/23 Page 12 of 22 1 Plaintiff’s Position: 2 Defendant’s reservation of rights to rely upon any documents identified or produced by 3 any party to this litigation for any purpose is inconsistent with LR 16-3(c). 4 (c) 5 Plaintiff intends to use presentation software to present evidence to the jury. They do not 6 separately intend to introduce evidence in its electronic form. The Plaintiff will contact the court 7 clerk or administrator to assure the presentation will be done consistent with electronic capability. 8 Plaintiff objects to the introduction of the PDF or JPEG format of any exhibit identified by either 9 party and objection to admission of any video deposition or any portion including Dr. Basu or 10 Electronic evidence: Souresh Basu on the basis of hearsay and FRCP 32. 11 MassMutual intends to present electronic evidence to the Court, including PDFs, JPEGs, 12 videos (e.g., Docket Entry Nos. 54-59 and 54-60 and excerpts from the videotaped depositions of 13 Dr. Basu and Souresh Basu), etc. to jurors for the purposes of jury deliberations. MassMutual 14 will provide such electronic evidence in a format compatible with the Court’s electronic jury 15 evidence display system, and MassMutual will contact the courtroom administrator for 16 instructions about how to prepare evidence in an electronic format and other requirements for the 17 Court’s electronic jury display system. 18 (d) 19 The parties agree that David Tupper, Ph.D. is the only witness who was deposed in this 20 lawsuit whose entire testimony at trial is anticipated to be provided through deposition 21 testimony. The Plaintiff stipulates that Dr. Basu and Dr. Nagy will testify at trial during Plaintiff’s 22 case in chief. Defendant stipulates that Sabitri Mangal will be made available to testify at trial 23 during Plaintiff’s case in chief. In the event a witness who has been deposed in this matter is 24 unavailable or unable to provide live testimony pursuant to FRCP 32 at the time of trial, the parties 25 stipulate that the witness’ deposition testimony may be offered by the parties at the time of trial 26 in lieu of live testimony. The parties will work in good faith to designate the portions of the 27 deposition testimony that each party will offer and the objections that the opposing party has to 28 the introduction of such testimony. The parties stipulate that each party has the right to utilize Depositions: 12 Case 2:20-cv-01432-JCM-BNW Document 94 93 Filed 03/20/23 03/16/23 Page 13 of 22 1 deposition testimony in the examination of witnesses as permitted by the Federal Rules of 2 Evidence and the Federal Rules of Civil Procedure, and the opposing party may object to such 3 deposition testimony at the trial. The parties agree they will not object to a party utilizing the 4 deposition testimony in the examination of a witness on the basis that deposition testimony was 5 not disclosed in this Joint Pretrial Order under Section VII(d). 6 (1) 7 Plaintiff may offer the following deposition: a. David Tupper: 8 Plaintiff will object to Dr. Tupper’s testimony in its entirety on the basis of relevancy and 9 undisclosed expert testimony pursuant to FRCP 26(a)(2). In the event the objection is overruled, 10 Plaintiff will offer the following deposition testimony in her case in chief or cross-designations 11 listed in Section VII(d)(1): 12 48:25-50:7 13 66:11-80:3 14 15 (2) Defendant may offer the following deposition testimony: 15:4-17 Dr. David Tupper 16 16:11-20:3 17 20:20-21:6 23:17-24:8 18 25:17-26:3 19 28:1-16 20 30:21-31:10 21 37:6-15 37:19-38:2 22 38:24-39:20 23 42:13-18 24 45:5-46:7 25 46:12-47:11 49:4-20 26 50:14-51:23 27 52:3-53:7 28 53:13-54:5 13 Case 2:20-cv-01432-JCM-BNW Document 94 93 Filed 03/20/23 03/16/23 Page 14 of 22 54:17-55:5 1 57:6-59:5 2 60:9-61:10 3 64:20-66:3 4 71:4-17 5 72:18-23 6 Defendant’s Position: 7 Defendant reserves the right to supplement and/or amend the list of testimony that it may 8 introduce at trial. Nothing herein shall be construed as a waiver of any rights or objections. Plaintiff’s Position: 9 Defendant’s rights to supplement or amend testimony is governed by LR 16-3. 10 (e) Objections to depositions: 11 (1) 12 Without waiver of Defendant’s right to object to the introduction of deposition 13 testimony at or prior to trial, and as permitted under the Federal Rules of Civil Procedure and the 14 Federal Rules of Evidence, Defendant objects to the deposition testimony that Plaintiff has 15 identified as follows: 16 17 18 19 Dr. David Tupper Testimony Objections 48:25-50:7 Calls for Speculation; Inadmissible Hearsay; Misleads the Jury; Undue Prejudice; Best Evidence Rule; and Lacks Foundation 66:11-80:3 Calls for Speculation; Inadmissible Hearsay; Misleads the Jury; Undue Prejudice; Best Evidence Rule; and Lacks Foundation 20 21 By making the foregoing objections, Defendant does not waive any evidentiary right 22 under the Federal Rules of Civil Procedure and/or the Federal Rules of Evidence to introduce any 23 admissible testimony at trial. 24 25 Defendant reserves the right to supplement and/or amend these objections prior to or at trial. 26 Plaintiff’s Position: 27 Defendant’s reservation of rights and assertion that it does waive any right is inconsistent 28 with LR 16-3. 14 Case 2:20-cv-01432-JCM-BNW Document 94 93 Filed 03/20/23 03/16/23 Page 15 of 22 1 (2) 2 Plaintiff objects to defendant’s depositions as follows: a. Dr. David Tupper: 3 Plaintiff will object to Dr. Tupper’s testimony in its entirety on the basis of relevancy and 4 undisclosed expert testimony pursuant to FRCP 26(a)(2). In the event the objection is overruled, 5 Plaintiff will offer the cross-designations listed in Section VII(d)(1), and Plaintiff will offer the 6 following objections to the testimony cited by Defendant: 7 • 16:11-20:3 - FRE 402, 403, 702, lack of foundation and FRCP 26(a)(2) 8 • 20:20-21:6 - FRE 402, 403, 702, lack of foundation and FRCP 26(a)(2) 9 • 23:17-24:8 - FRE 402, 403, 702, lack of foundation and FRCP 26(a)(2); lack of completeness FRCP 32(a)(6). 10 • 25:17-26:3 - FRE 402, 403, 702, lack of foundation and FRCP 26(a)(2); lack of completeness FRCP 32(a)(6). • 28:1-16 FRE 402, 403, 702, lack of foundation and FRCP 26(a)(2); lack of completeness FRCP 32(a)(6) 13 • 30:21-31:10 - FRE 402, 403, 702, 801, lack of foundation and FRCP 26(a)(2) 14 • 37:6-15 - FRE 402, 403, 702, lack of foundation and FRCP 26(a)(2) 15 • 37:19-38:2 - FRE 402, 403, 702, lack of foundation and FRCP 26(a)(2); 16 • 38:24-39:20 - FRE 402, 403, 702, lack of foundation and FRCP 26(a)(2) 17 • 42:13-18 - • 45:5-46:7 FRE 402, 403, 702, lack of foundation and FRCP 26(a)(2); lack of completeness FRCP 32(a)(6) 19 • 46:12-47:11 - FRE 402, 403, 702, lack of foundation and FRCP 26(a)(2). 20 • 54:17-55:5 - Lack of completeness FRCP 32(a)(6) 21 • 57:6-59:5 - FRE 402, 403, 702, lack of foundation and FRCP 26(a)(2) 11 12 18 FRE 402, 403, 702, lack of foundation and FRCP 26(a)(2) VIII. 22 23 The following witnesses may be called by the parties at trial: 24 (a) 1. 25 26 27 28 Plaintiffs’ Witnesses Sanghamitra Basu c/o Matthew L. Sharp, Ltd. 432 Ridge Street Reno, Nevada 89501 /// 15 Case 2:20-cv-01432-JCM-BNW Document 94 93 Filed 03/20/23 03/16/23 Page 16 of 22 1 2. Stuart Kaplan, M.D. Western Regional Center for Brain & Spine Surgery 3061 S. Maryland Pkwy. Las Vegas, Nevada 89109 3. Katherine Travnicek, M.D. Pain Institute of Nevada W. Azure Drive, Ste 190 Las Vegas, NV 89130 4. Walter M. Kidwell, M.D. Pain Institute of Nevada W. Azure Drive, Ste 190 Las Vegas, Nevada 89106 5. Steven D. Lockman, M.D. Minnesota Neurorehabilitation Institute 12805 Hwy 55, Suite 304 Plymouth, MN 55441 6. Elhain Taherian, M.D. Dignity Health Medical Group 10001 S. Eastern Ave., Ste. 203 Henderson, NV 89052 7. Travis Snyder, D.O. SimonMed Imaging 7455 W. Washington Ave., Ste. 120 Las Vegas, NV 89128 (702) 433-6455 8. Terry Van Noy 2312 Prometheus Court Henderson, NV 89074 9. Terrence Clauretie, Ph.D. 217 Palmetto Point Dr. Henderson NV 89012 10. Sabitri Mangal Faegre, Drinker, Biddle & Reath 191 North Wacker Dr., Ste 3700 Chicago, IL 60606 11. Anamika Das 4124er Saxon Drive North Las Vegas, Nevada 89085 12. Sam Scire 9013 Raven Avenue Las Vegas, Nevada 89143 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 /// 16 Case 2:20-cv-01432-JCM-BNW Document 94 93 Filed 03/20/23 03/16/23 Page 17 of 22 1 13. Nicole Ducker 1231 Chambers Road St. Louis, MO 63137 14. Michael B. Lee 1820 E. Sahara Ave, #110 Las Vegas, NV 89104 2 3 4 5 6 (b) Defendants’ Witnesses: 1. Sanghamitra Basu c/o Matthew L. Sharp Law Offices of Matthew L. Sharp 432 Ridge Street Reno, NV 89501 2. Souresh Basu 7405 Midnight Rambler Street Las Vegas, NV 89149 3. Abraham Nagy, M.D. Nevada Headache Wellness 8285 West Arby Avenue, Suite 320 Las Vegas, NV 89113 4. Katherine Travnicek, M.D. Pain Institute of Nevada 7435 West Azure Drive, Suite 190 Las Vegas, NV 89130 5. Walter Kidwell, M.D. Pain Institute of Nevada 7435 West Azure Drive, Suite 190 Las Vegas, NV 89130 6. John Thompson, D.O. Desert Oasis Clinic 6316 South Rainbow Boulevard, Suite 100 Las Vegas, NV 89118 7. David Tupper, M.D. Hennepin County Medical Center Minneapolis, MN 55415 8. Jason Jaeger, D.C. 6592 North Decatur Boulevard, Suite 115 Las Vegas, NV 89131 9. Reva B. Klein, M.D. c/o Faegre Drinker Biddle & Reath LLP 320 S. Canal Street, Suite 3300 Chicago, IL 60606 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 17 Case 2:20-cv-01432-JCM-BNW Document 94 93 Filed 03/20/23 03/16/23 Page 18 of 22 1 10. Frederick Kadushin, Ph.D. 1380 Main Street, Suite 205 Springfield, MA 01103 11. Lori Folk-Barron, Psy.D. c/o Faegre Drinker Biddle & Reath LLP 320 S. Canal Street, Suite 3300 Chicago, IL 60606 12. Ann Markes, M.D. c/o Faegre Drinker Biddle & Reath LLP 320 S. Canal Street, Suite 3300 Chicago, IL 60606 13. Mark Jackowitz, M.D. c/o Faegre Drinker Biddle & Reath LLP 320 S. Canal Street, Suite 3300 Chicago, IL 60606 14. Sabitri Mangal c/o Faegre Drinker Biddle & Reath LLP 320 S. Canal Street, Suite 3300 Chicago, IL 60606 15. Jeff Stasiowski c/o Faegre Drinker Biddle & Reath LLP 320 S. Canal Street, Suite 3300 Chicago, IL 60606 16. Karen Schuster c/o Faegre Drinker Biddle & Reath LLP 320 S. Canal Street, Suite 3300 Chicago, IL 60606 17. Jasmine Caruk c/o Faegre Drinker Biddle & Reath LLP 320 S. Canal Street, Suite 3300 Chicago, IL 60606 18. Akhil Chhatre, M.D. c/o Faegre Drinker Biddle & Reath LLP 320 S. Canal Street, Suite 3300 Chicago, IL 60606 19. Kristin Wiggs, M.D. Hennepin County Medical Center 825 S. 8th Street, Suite 600 Minneapolis, MN 55404 20. Charles Bernick, M.D. Cleveland Clinic – Lou Revo Center for Brain Health 888 West Bonneville Avenue Las Vegas, NV 89106 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 18 Case 2:20-cv-01432-JCM-BNW Document 94 93 Filed 03/20/23 03/16/23 Page 19 of 22 1 21. Jeffrey Gross, M.D. Comprehensive Injury Institute 2779 W. Horizon Ridge Parkway, #200 Henderson, NV 89502 22. Erin Bigler, Ph.D. University of Utah School of Medicine 729 Arapeen Way Salt Lake City, UT 84108 23. Leo Germin, M.D. 7751 Flamingo Road, Suite A-100 Las Vegas, NV 89147 24. Richard Cestkowski, D.O. 6655 W. Sahara Avenue, Suite D100 Las Vegas, NV 89146 25. Zoran Maric, M.D. 333 W. Thomas Road, Suite 202 Phoenix, AZ 85013 26. Samir Bangalore, M.D. Nevada Neurosciences Institute 3201 S. Maryland Parkway, Suite 220 Las Vegas, NV 89109 27. Tanvir Hossein, M.D. Sunrise Hospital & Medical Center 3196 S. Maryland Parkway, Suite 202 Las Vegas, NV 89109 28. Howard Tung, M.D. University of California San Diego 9350 Campus Point Drive La Jolla, CA 92037 29. Joseph Schifini, M.D. Control Pain 600 S. Tonopah Drive, #240 Las Vegas, NV 89106 30. Barry Hendin, M.D. Banner Health 4444 N. 32nd Street Phoenix, AZ 85018 31. Stephen Rothman, M.D. 9233 W. Pico Boulevard Los Angeles, CA 90035 32. Kimberley C. Meyers 10550 West Alexander Road Las Vegas, NV 89129 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 19 Case 2:20-cv-01432-JCM-BNW Document 94 93 Filed 03/20/23 03/16/23 Page 20 of 22 2 David E. Fish, M.D. UCLA Health 1131 Wilshire Boulevard, Suite 100 Santa Monica, CA 90401 3 IX. 1 4 5 33. The attorneys or parties have met and jointly offer these three trial start dates: October 30, 2023; January 15, 2024; and February 26, 2024. 6 It is expressly understood by the undersigned that the court will set the trial of this matter 7 on one of the agreed-upon dates if possible; if not, the trial will be set at the convenience of the 8 court’s calendar. 9 X. 10 It is estimated that the trial will take a total of 7-10 days. 11 APPROVED AS TO FORM AND CONTENT: 12 DATED this 16th day of March 2023. DATED this 16th day of March 2023. 13 MATTHEW L. SHARP, LTD. WRIGHT, FINLAY & ZAK, LLP 17 /s/ Matthew L. Sharp Matthew L. Sharp, Esq. Nevada Bar No. 4766 432 Ridge St. Reno, NV 89501 /s/ Robert A. Riether Robert A. Riether, Esq. Nevada Bar No. 12076 7785 W. Sahara Avenue, Suite 200 Las Vegas, NV 89117 18 Attorneys for Plaintiff Sanghamitra Basu Attorneys for Defendant Massachusetts Mutual Life Insurance Company 14 15 16 19 20 DATED this 16th day of March 2023. DATED this 16th day of March 2023. CLAGGETT & SYKES LAW FIRM FAEGRE DRINKER BIDDLE & REATH LLP /s/ Sean K. Claggett Sean K. Claggett, Esq. Nevada Bar No. 8407 Samuel A. Harding, Esq. Nevada Bar No. 1877 Shannon L. Wise Nevada Bar No. 14509 4101 Meadows Lane, Suite 100 Las Vegas, NV 89107 /s/ Kimberly A. Jones Kimberly A. Jones, Esq. Admitted pro hac vice 191 N. Wacker Drive, Suite 3700 Chicago, IL 60606 Eric F. Au, Esq. Admitted pro hac vice One Logan Square, Suite 2000 Philadelphia, PA 19103 21 22 23 24 25 26 27 Attorneys for Defendant Massachusetts Mutual Life Insurance Company Attorneys for Plaintiff Sanghamitra Basu 28 20 Case 2:20-cv-01432-JCM-BNW Document 94 93 Filed 03/20/23 03/16/23 Page 21 of 22 1 XI. 2 ACTION BY THE COURT: 3 This case is set for court trial on the stacked calendar January 22, 2024 at 4 9:00 a.m. Calendar call will be January 17, 2024, at 1:30 p.m. 5 This pretrial order has been approved by the parties to this action as evidenced by their 6 signatures or the signatures of their attorneys hereon, and the order is hereby entered and will 7 govern the trial of this case. This order may not be amended except by court order and based 8 upon the parties’ agreement or to prevent manifest injustice. March 20, 2023 DATED: _______________________ 9 10 11 12 ______________________________________ UNITED STATES DISTRICT JUDGE 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 21 Case 2:20-cv-01432-JCM-BNW Document 94 93 Filed 03/20/23 03/16/23 Page 22 of 22 1 CERTIFICATE OF SERVICE 2 Pursuant to FRCP 5(b), I hereby certify that I am an employee of MATTHEW L. 3 SHARP, LTD., and that on March 16, 2023, I electronically filed the foregoing with the Clerk 4 of the Court by using the CM/ECF system which will send a notice of electronic filing to: 5 6 7 8 Robert Riether @ rriether@wrightlegal.net Eric F. Au @ eric.au@faegredrinker.com Kimberly Jones @ kimberly.jones@faegredrinker.com Attorneys for Defendant DATED this 16th day of March 2023. 9 10 11 /s/ Suzy Thompson An Employee of Matthew L. Sharp, Ltd. 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 22
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