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Prior to acquiring a C337 I had single engine land & instrument airplane ratings. My ME training and checkride was in the 337 resulting in a CLT restriction. The ME check ride could be taken either VFR or IFR, if VFR then a VFR only restriction would have been added. If you demonstrate instrument proficieny, then no restriction. I do not see why Pat could not obtain his instrument rating SE, then use his CFII to come up to speed in the 337. Your ticket then reads SE Land, ME Land, Instrument Airplane. It's not apparent to me what would trigger another ME checkride but the worst case would be to retake the ME checkride IFR which would probably result in an IFR CLT restriction which he has said would not be a problem. Just my uneducated observation, for what its worth.
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