Lutz v. Kaleida Health
Plaintiff: MARY ELLEN LUTZ, LEA SHURMATZ, KRISTIN SCHWARTZ, LINDA SPRING and ALEXIA CHRISTODOULIDES
Defendant: KALEIDA HEALTH, KALEIDA HEALTH RETIREMENT PLAN COMMITTEE, SUSAN VALLANCE, BOARD OF DIRECTORS OF KALEIDA, KALEIDA HEALTH INVESTMENT COMMITTEE, NICHOLAS J. AQUINO, MATTHEW L. BROWN, LORRIE A. CLEMO, AMY L. CLIFTON, GARRY M. CROSBY, FRANK CURCI, EVAN EVANS, KEVIN GIBBONS, CHRISTOPHER T. GREENE, KATHLEEN T. GRIMM, ROBERT HALONEN, JAMES R. KASKIE, DARREN J. KING, JOHN R. KOELMEL, JODY L. LOMEO, WILLIAM J. MAGGIO, JR., GEORGE E. MATTHEWS, BRENDA L. MCGEE, DAVID A. MILLING, HERMAN S. MOGAVERO, JR., PAUL O'LEARY, CHRISTOPHER ROSS, MARY LOU RUSIN, DALE N. SCHUMACHER, FRANCISCO M. VASQUEZ, PETER WINKELSTEIN, ROBERT M. ZAK and JOHN DOES 1-80
Case Number: 26-1175
Filed: April 30, 2026
Court: U.S. Court of Appeals, Second Circuit
Nature of Suit: LABOR LAWS-Retirement Act 1974
Docket Report

This docket was last retrieved on April 30, 2026. A more recent docket listing may be available from PACER.

Date Filed Document Text
April 30, 2026 Filing 5 NON-ADMITTED ATTORNEY, Marissa A. Coheley, orally informed to apply for admission forthwith and submit Addendum A to Notice of Appearance, NOTIFIED. [Entered: 04/30/2026 04:44 PM]
April 30, 2026 Filing 4 CIVIL APPEAL, on behalf of Appellant Amy L. Clifton, Board of Directors of Kaleida, Brenda L. McGee, Christopher Ross, Christopher T. Greene, Dale N. Schumacher, Darren J. King, David A. Milling, Evan Evans, Francisco M. Vasquez, Frank Curci, Garry M. Crosby, George E. Matthews, Herman S. Mogavero, Jr., James R. Kaskie, Jody L. Lomeo, John Does 1-80, John R. Koelmel, Kaleida Health, Kaleida Health Investment Committee, Kaleida Health Retirement Plan Committee, Kathleen T. Grimm, Kevin Gibbons, Lorrie A. Clemo, Mary Lou Rusin, Matthew L. Brown, Nicholas J. Aquino, Paul O'Leary, Peter Winkelstein, Robert Halonen, Robert M. Zak, Susan Vallance, William J. Maggio, Jr., OPENED. [Entered: 04/30/2026 04:42 PM]
April 29, 2026 Filing 3 PAYMENT OF DOCKETING FEE, on behalf of Appellant Amy L. Clifton, Board of Directors of Kaleida, Brenda L. McGee, Christopher Ross, Christopher T. Greene, Dale N. Schumacher, Darren J. King, David A. Milling, Evan Evans, Francisco M. Vasquez, Frank Curci, Garry M. Crosby, George E. Matthews, Herman S. Mogavero, Jr., James R. Kaskie, Jody L. Lomeo, John Does 1-80, John R. Koelmel, Kaleida Health, Kaleida Health Investment Committee, Kaleida Health Retirement Plan Committee, Kathleen T. Grimm, Kevin Gibbons, Lorrie A. Clemo, Mary Lou Rusin, Matthew L. Brown, Nicholas J. Aquino, Paul O'Leary, Peter Winkelstein, Robert Halonen, Robert M. Zak, Susan Vallance, William J. Maggio, Jr., district court receipt # ANYWDC5808360, FILED. [Entered: 04/30/2026 04:39 PM]
April 29, 2026 Filing 2 DISTRICT COURT ORDER ON MOTION FOR SUMMARY JUDGMENT, dated 03/27/2026, RECEIVED. [Entered: 04/30/2026 04:36 PM]
April 29, 2026 Filing 1 NOTICE OF INTERLOCUTORY CIVIL APPEAL, with district court docket, on behalf of Appellant Amy L. Clifton, Board of Directors of Kaleida, Brenda L. McGee, Christopher Ross, Christopher T. Greene, Dale N. Schumacher, Darren J. King, David A. Milling, Evan Evans, Francisco M. Vasquez, Frank Curci, Garry M. Crosby, George E. Matthews, Herman S. Mogavero, Jr., James R. Kaskie, Jody L. Lomeo, John Does 1-80, John R. Koelmel, Kaleida Health, Kaleida Health Investment Committee, Kaleida Health Retirement Plan Committee, Kathleen T. Grimm, Kevin Gibbons, Lorrie A. Clemo, Mary Lou Rusin, Matthew L. Brown, Nicholas J. Aquino, Paul O'Leary, Peter Winkelstein, Robert Halonen, Robert M. Zak, Susan Vallance, William J. Maggio, Jr., FILED. [Entered: 04/30/2026 04:35 PM]

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Search for this case: Lutz v. Kaleida Health
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Plaintiff: MARY ELLEN LUTZ
Represented By: J. Nelson Thomas
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Plaintiff: LEA SHURMATZ
Represented By: J. Nelson Thomas
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Plaintiff: KRISTIN SCHWARTZ
Represented By: J. Nelson Thomas
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Plaintiff: LINDA SPRING
Represented By: J. Nelson Thomas
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Plaintiff: ALEXIA CHRISTODOULIDES
Represented By: J. Nelson Thomas
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Defendant: KALEIDA HEALTH
Represented By: Marissa A. Coheley
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Defendant: KALEIDA HEALTH RETIREMENT PLAN COMMITTEE
Represented By: Marissa A. Coheley
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Defendant: SUSAN VALLANCE
Represented By: Marissa A. Coheley
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Defendant: BOARD OF DIRECTORS OF KALEIDA
Represented By: Marissa A. Coheley
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Defendant: KALEIDA HEALTH INVESTMENT COMMITTEE
Represented By: Marissa A. Coheley
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Defendant: NICHOLAS J. AQUINO
Represented By: Marissa A. Coheley
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Defendant: MATTHEW L. BROWN
Represented By: Marissa A. Coheley
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Defendant: LORRIE A. CLEMO
Represented By: Marissa A. Coheley
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Defendant: AMY L. CLIFTON
Represented By: Marissa A. Coheley
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Defendant: GARRY M. CROSBY
Represented By: Marissa A. Coheley
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Defendant: FRANK CURCI
Represented By: Marissa A. Coheley
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Defendant: EVAN EVANS
Represented By: Marissa A. Coheley
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Defendant: KEVIN GIBBONS
Represented By: Marissa A. Coheley
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Defendant: CHRISTOPHER T. GREENE
Represented By: Marissa A. Coheley
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Defendant: KATHLEEN T. GRIMM
Represented By: Marissa A. Coheley
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Defendant: ROBERT HALONEN
Represented By: Marissa A. Coheley
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Defendant: JAMES R. KASKIE
Represented By: Marissa A. Coheley
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Defendant: DARREN J. KING
Represented By: Marissa A. Coheley
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Defendant: JOHN R. KOELMEL
Represented By: Marissa A. Coheley
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Defendant: JODY L. LOMEO
Represented By: Marissa A. Coheley
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Defendant: WILLIAM J. MAGGIO, JR.
Represented By: Marissa A. Coheley
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Defendant: GEORGE E. MATTHEWS
Represented By: Marissa A. Coheley
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Defendant: BRENDA L. MCGEE
Represented By: Marissa A. Coheley
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Defendant: DAVID A. MILLING
Represented By: Marissa A. Coheley
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Defendant: HERMAN S. MOGAVERO, JR.
Represented By: Marissa A. Coheley
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Defendant: PAUL O'LEARY
Represented By: Marissa A. Coheley
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Defendant: CHRISTOPHER ROSS
Represented By: Marissa A. Coheley
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Defendant: MARY LOU RUSIN
Represented By: Marissa A. Coheley
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Defendant: DALE N. SCHUMACHER
Represented By: Marissa A. Coheley
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Defendant: FRANCISCO M. VASQUEZ
Represented By: Marissa A. Coheley
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Defendant: PETER WINKELSTEIN
Represented By: Marissa A. Coheley
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Defendant: ROBERT M. ZAK
Represented By: Marissa A. Coheley
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Defendant: JOHN DOES 1-80
Represented By: Marissa A. Coheley
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