Bates v. John Hancock Life Insurance Company (U.S.A)
Plaintiff: James Bates, Sr.
Counter Defendant: James Bates, Jr.
Counter Claimant: John Hancock Life Insurance Company (U.S.A)
Not Classified By Court: Gregory P. Holder
Case Number: 8:2023cv02150
Filed: September 22, 2023
Court: US District Court for the Middle District of Florida
Presiding Judge: William F Jung
Referring Judge: Christopher P Tuite
Nature of Suit: Insurance
Cause of Action: 28 U.S.C. § 1332 Diversity-Insurance Contract
Jury Demanded By: None
Docket Report

This docket was last retrieved on November 14, 2023. A more recent docket listing may be available from PACER.

Date Filed Document Text
November 14, 2023 Opinion or Order Filing 16 ENDORSED ORDER noting the suggestion of death. Signed by Judge William F. Jung on 11/14/2023. (Jung, William)
November 14, 2023 Opinion or Order Filing 15 ENDORSED ORDER granting unopposed #13 Motion for Extension of Time to Answer. James Bates, Jr.'s answer or response due 1/10/2024. Signed by Judge William F. Jung on 11/14/2023. (CCB)
November 14, 2023 Filing 14 MOTION for Miscellaneous Relief, specifically by James Bates, Jr. (Attachments: #1 Exhibit Death Certificate)(Matthews, Derek)
November 14, 2023 Filing 13 First MOTION for Extension of Time to File Answer by James Bates, Jr. (Matthews, Derek)
November 1, 2023 Opinion or Order Filing 12 CASE MANAGEMENT AND SCHEDULING ORDER: Discovery is due by 8/19/2024. Dispositive motions are due by 9/19/2024. Pretrial statement due by 2/6/2025. Final Pretrial Conference is set for 2/13/2025 at 09:00 AM in Tampa Courtroom 15 B before Judge William F. Jung. Bench Trial is set for the March 2025 Trial Term commencing 3/3/2025 at 09:00 AM in Tampa Courtroom 15 B before Judge William F. Jung. Signed by Judge William F. Jung on 11/1/2023. (JCG)
October 31, 2023 Filing 11 CASE MANAGEMENT REPORT. (Fichera, Stephanie)
October 20, 2023 Filing 10 AMENDED ANSWER to Defendant John Hancock Life Insurance Company (U.S.A.)'s Amended Answer and Defenses to Plaintiff's Complaint and Counter-Plaintiff John Hancock Life Insurance Company (U.S.A.)'s, COUNTERCLAIM against James Bates, Jr by John Hancock Life Insurance Company (U.S.A). (Attachments: #1 Exhibit A - Policy, #2 Exhibit B - 03-20-23 Letter, #3 Exhibit C - 05-12-23 Letter)(Fichera, Stephanie)
September 29, 2023 Filing 9 ANSWER and affirmative defenses to Complaint by John Hancock Life Insurance Company (U.S.A).(Fichera, Stephanie)
September 27, 2023 Filing 8 NOTICE of Appearance by David Robert Wright on behalf of John Hancock Life Insurance Company (U.S.A) (Wright, David)
September 26, 2023 Filing 7 NOTICE TO COUNSEL Derek T. Matthews of Local Rule 2.01(a), which requires membership or special admission in the Middle District bar to practice in the Middle District, except for the limited exceptions identified in the Rule. To apply for membership in the Middle District, visit www.flmd.uscourts.gov/for-lawyers. (Signed by Deputy Clerk). (KME)
September 26, 2023 Filing 6 NOTICE informing the parties that they may consent to the jurisdiction of a United States magistrate judge by filing Form AO 85 Notice, Consent, and Reference of a Civil Action to a Magistrate Judge using the event Consent to Jurisdiction of US Magistrate Judge. (Signed by Deputy Clerk). (JCG)
September 26, 2023 Filing 5 NOTICE of Local Rule 1.07(c), Local Rule 3.02(a)(2), and Local Rule 3.03. -Local Rule 1.07(c) requires lead counsel to promptly file a Notice of a Related Action that identifies and describes any related action pending in the Middle District or elsewhere. -Local Rule 3.02(a)(2) requires the parties in every civil proceeding, except those described in subsection (d), to file a case management report (CMR) using the uniform form at www.flmd.uscourts.gov. The CMR must be filed (1) within forty days after any defendant appears in an action originating in this court, (2) within forty days after the docketing of an action removed or transferred to this court, or (3) within seventy days after service on the United States attorney in an action against the United States, its agencies or employees. Judges may have a special CMR form for certain types of cases. These forms can be found at www.flmd.uscourts.gov under the Forms tab for each judge. -Local Rule 3.03 requires each party to file a disclosure statement. Counsel must make their disclosures using the standard court form. The Disclosure Statement form can be found at www.flmd.uscourts.gov. (Signed by Deputy Clerk). (JCG)
September 25, 2023 Opinion or Order Filing 4 ORDER appointing Gregory P. Holder as mediator in this action. Signed by Judge William F. Jung on 9/25/2023. (CCB)
September 25, 2023 Filing 3 NEW CASE ASSIGNED to Judge William F. Jung and Magistrate Judge Christopher P. Tuite. New case number: 8:23-cv-2150-WFJ-CPT. (ARC)
September 25, 2023 Filing 2 CORPORATE Disclosure Statement by John Hancock Life Insurance Company (U.S.A) identifying Corporate Parent Manulife Financial Corporation for John Hancock Life Insurance Company (U.S.A). (Fichera, Stephanie) Modified on 9/25/2023 (KME).
September 22, 2023 Filing 1 COMPLAINT and NOTICE OF REMOVAL from 5th Judicial Circuit In and For Hernando County, Florida, case number 2023-CA-001428 filed in State Court on July 31, 2023. Filing fee $402, receipt number AFLMDC-21283503 filed by John Hancock Life Insurance Company (U.S.A). (Attachments: #1 State Court COMPLAINT, #2 State Court Docket Sheet, #3 State Court Other Documents, #4 Civil Cover Sheet)(Fichera, Stephanie) Modified text on 9/26/2023 (KME).

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Counter defendant: James Bates, Jr.
Represented By: Derek T. Matthews
Represented By: Glen R. Lansky
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Plaintiff: James Bates, Sr.
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Counter claimant: John Hancock Life Insurance Company (U.S.A)
Represented By: Stephanie Ann Fichera
Represented By: David Robert Wright
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Not classified by court: Gregory P. Holder
Represented By: Gregory P. Holder
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