Howard v. Lincoln National Life Insurance Company et al
| Lorena Howard |
| Lincoln National Life Insurance Company and Wells Fargo & Company Long Term Disability Plan |
| 2:2023cv01884 |
| September 8, 2023 |
| US District Court for the District of Arizona |
| Susan R Bolton |
| Labor: E.R.I.S.A. |
| 29 U.S.C. § 1002 E.R.I.S.A.: Employee Retirement |
| None |
Docket Report
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This docket was last retrieved on November 6, 2023. A more recent docket listing may be available from PACER.
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Filing 22
ORDER denying the Joint #20 Motion to Amend Scheduling Order. Signed by Senior Judge Susan R. Bolton on 11/6/2023. (ESG)
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Filing 21
AMENDED SCHEDULING ORDER: Limited Discovery due by 12/1/2023. Plaintiff's Opening Brief shall be filed no later than 8/16/2024. Defendant's Response Brief shall be filed no later than 9/13/2024. Plaintiff's Reply Brief shall be filed no later than 10/11/2024. The Opening Brief and Response Brief shall not exceed 30 pages. The Reply Brief shall not exceed 20 pages. See attached Order for complete details. Signed by Senior Judge Susan R. Bolton on 11/3/2023. (ESG)
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| Filing 20 Joint MOTION to Amend/Correct #19 Scheduling Order, by Lorena Howard. (Attachments: #1 Proposed Order)(Ronstadt, Erin) |
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Filing 19
SCHEDULING ORDER: Limited Discovery due by 12/1/2023. Plaintiff's Opening Brief shall be filed no later than 8/16/2024. Defendant's Response Brief shall be filed no later than 9/13/2024. Plaintiff's Reply Brief shall be filed no later than 10/11/2024. The Opening Brief and Response Brief shall not exceed 30 pages. The Reply Brief shall not exceed 20 pages. See attached Order for complete details. Signed by Senior Judge Susan R. Bolton on 11/2/2023. (ESG)
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| Filing 18 MINUTE ENTRY for proceedings held before Senior Judge Susan R. Bolton: Scheduling Conference held on 11/2/2023. Deadlines discussed and entered. Scheduling Order to follow. ZOOM APPEARANCES: Erin Ronstadt for Plaintiff. Iwana Rademaekers for Defendant. (Court Reporter Christine Coaly) Hearing held 11:19 AM to 11:33 AM. This is a TEXT ENTRY ONLY. There is no PDF document associated with this entry. (ESG) |
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Filing 17
*ORDER The Rule 16 Scheduling Conference set on November 2, 2023 at 11:15 a.m. will be conducted in person and/or via Zoom. Counsel shall advise the Court by email at bolton_chambers@azd.uscourts.gov no later than 12:00 p.m., October 31, 2023 if they will be appearing via Zoom or appearing in person. This Courts staff will provide counsel with the Zoom link for said hearing. Signed by Senior Judge Susan R. Bolton on 10/30/2023. (ESG) *Modified to reflect duplicate of doc #16 on 10/31/2023 (CEI).
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Filing 16
ORDER: Counsel shall advise the Court by email no later than 12:00 p.m. 10/31/2023 if they will be appearing via Zoom or appearing in person. Signed by Senior Judge Susan R Bolton on 10/30/2023. (KJ)
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| Filing 15 REQUEST re: to Appear Via Videoconference at Scheduling Conference by Defendant Lincoln National Life Insurance Company. (Rademaekers, Iwana) |
| Filing 14 REPORT of Rule 26(f) Planning Meeting by Lorena Howard. (Ronstadt, Erin) |
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Filing 13
ORDER the #12 Stipulation is GRANTED. Plaintiff may respond to Defendant's Counterclaim on or before Monday, November 27, 2023. Signed by Senior Judge Susan R. Bolton on 10/18/2023. (ESG)
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| Filing 12 STIPULATION re: #8 Answer to Complaint, Counterclaim for Extension of Time to Respond to Defendant's Counterclaim by Lorena Howard. (Attachments: #1 Proposed Order)(Ronstadt, Erin) |
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Filing 11
ORDER SETTING RULE 16 CASE MANAGEMENT CONFERENCE Pursuant to Rule 16 of the Federal Rules of Civil Procedure, a Case Management Conference is set for November 2, 2023 at 11:15 a.m. in Courtroom 502, Sandra Day O'Connor U.S. Courthouse, 401 W. Washington St., Phoenix, Arizona 85003. The parties are directed to meet and confer at least 10 days before the Case Management Conference as required by Federal Rule of Civil Procedure 26(f). The parties shall jointly file the Case Management Report with the Clerk not less than seven days before the Case Management Conference. See attached Order for complete details. Signed by Senior Judge Susan R. Bolton on 10/05/2023. (ESG)
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Filing 10
ORDER pursuant to the parties' #7 Stipulation, IT IS HEREBY ORDERED that Defendant Wells Fargo & Co. Long-Term Disability Plan be and hereby is dismissed without prejudice in this action, and that Plaintiff shall bear her own costs and attorneys' fees with regard to such claims. Signed by Senior Judge Susan R. Bolton on 10/5/2023. (ESG)
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| Filing 9 Corporate Disclosure Statement by Lincoln National Life Insurance Company identifying Corporate Parent Lincoln National Corporation for Lincoln National Life Insurance Company. (Rademaekers, Iwana) |
| Filing 8 ANSWER to #1 Complaint , COUNTERCLAIM against Lorena Howard by Lincoln National Life Insurance Company.(Rademaekers, Iwana) |
| Filing 7 STIPULATION of Dismissal of Wells Fargo & Co. Long-Term Disability Plan by Lincoln National Life Insurance Company. (Attachments: #1 Proposed Order)(Rademaekers, Iwana) |
| Remark: Pro hac vice motion(s) granted for Iwana Rademaekers on behalf of Defendant Lincoln National Life Insurance Company. This is a TEXT ENTRY ONLY. There is no PDF document associated with this entry. (BAS) |
| Filing 6 SERVICE EXECUTED filed by Lorena Howard: Declaration of Service re: summons, complaint, civil cover, notice of availability of magistrate upon Wells Fargo & Co. Long-Term Disability Plan on 9/20/2023. (Attachments: #1 Attachment Certified Mail Receipt, #2 Attachment US Post Office Confirmation of Delivery)(Ronstadt, Erin) |
| Filing 5 SERVICE EXECUTED filed by Lorena Howard: Affidavit of Service re: summons, complaint, civil cover, notice of availability of magistrate upon The Lincoln National Life Insurance Company on 9/13/2023. (Ronstadt, Erin) |
| Filing 4 Summons Issued as to Lincoln National Life Insurance Company, Wells Fargo & Company Long Term Disability Plan. (Attachments: #1 Summons)(BAS). *** IMPORTANT: When printing the summons, select "Document and stamps" or "Document and comments" for the seal to appear on the document. |
| Filing 3 SUMMONS Submitted by Lorena Howard. (Attachments: #1 Summons Wells Fargo)(Ronstadt, Erin) |
| Filing 2 Filing fee paid, receipt number AAZDC-22281709. This case has been assigned to the Honorable Susan R Bolton. All future pleadings or documents should bear the correct case number: CV-23-1884-PHX-SRB. Notice of Availability of Magistrate Judge to Exercise Jurisdiction form attached. (MCO) |
| Filing 1 COMPLAINT. Filing fee received: $ 402.00, receipt number AAZDC-22281709 filed by Lorena Howard. (Ronstadt, Erin) (Attachments: #1 Civil Cover Sheet)(MCO) |
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