Collateral Estoppel (Issue Preclusion)

A party that actually litigated and lost on an issue in a prior proceeding is barred from re-litigating that same issue in subsequent proceedings, even if the claims are different.

Elements / Test

  1. Same issue — identical factual or legal question
  2. Actually litigated and determined — not just pleaded; must have been contested and decided
  3. Necessary and essential to the prior judgment — if issue was one of multiple alternative grounds, neither may be preclusive under Restatement (Second)
  4. Full and fair opportunity to litigate in the prior proceeding

Exceptions and Edge Cases

Mutuality rule (traditional): Only parties to the prior suit could invoke preclusion. Now largely abandoned:

  • Defensive non-mutual estoppel: Defendant uses prior judgment against plaintiff (Blonder-Tongue) — permitted
  • Offensive non-mutual estoppel: Plaintiff uses prior judgment against defendant (Parklane Hosiery) — permitted in federal court with discretion; Parklane factors: (1) plaintiff could have joined earlier suit; (2) defendant had incentive to litigate fully; (3) no inconsistent prior judgments; (4) no procedural opportunities unavailable in first suit

Criminal → Civil preclusion: Criminal conviction may preclude relitigation of issues in subsequent civil case; acquittal generally does not (different burden of proof).

Administrative proceedings: Issue preclusion can apply to final administrative adjudications (United States v. Utah Construction).

Policy Rationale

Prevents inconsistent judgments; judicial efficiency; reliance on prior determinations. Offensive use is more controversial because it permits free-riding by plaintiffs who wait for others to litigate first.

Key Cases

CaseRule
Blonder-Tongue Labs. v. University of Illinois Foundation (1971)Defensive non-mutual collateral estoppel permitted
Parklane Hosiery Co. v. Shore (1979)Offensive non-mutual collateral estoppel permitted with judicial discretion
Allen v. McCurry (1980)State court criminal conviction bars re-litigation of Fourth Amendment issues in § 1983 action

Covered In