Ulrich et al v. Federal Insurance Company
| Douglas Ulrich and Beth Ann Congel-Ulrich |
| Federal Insurance Company |
| 9:2025cv81282 |
| October 16, 2025 |
| U.S. District Court for the Southern District of Florida |
| Aileen M Cannon |
| Ryon M McCabe |
| Insurance |
| 28 U.S.C. § 1332 Diversity-Notice of Removal |
| Defendant |
Docket Report
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This docket was last retrieved on April 7, 2026. A more recent docket listing may be available from PACER.
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Filing 30
ORDER ADMINISTRATIVELY CLOSING CASE. Any scheduled hearings are CANCELED, any pending motions are DENIED AS MOOT, and all deadlines are TERMINATED. Signed by Judge Aileen M. Cannon on 4/7/2026. See attached document for full details. (ebz)
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| Filing 29 NOTICE of Settlement by Federal Insurance Company (Schwartz, Todd) |
| Filing 28 NOTICE of Attorney Appearance by Jordan B Fertel on behalf of Beth Ann Congel-Ulrich, Douglas Ulrich. Attorney Jordan B Fertel added to party Beth Ann Congel-Ulrich(pty:pla), Attorney Jordan B Fertel added to party Douglas Ulrich(pty:pla). (Fertel, Jordan) |
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Filing 27
ORDER FOLLOWING STATUS CONFERENCE AND REQUIRING DISCOVERY STATUS REPORT re 26 Status Conference. (Status Report due by 4/6/2026.) Signed by Judge Aileen M. Cannon on 3/13/2026. See attached document for full details. (ebz)
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| Filing 26 PAPERLESS ORDER and MINUTE ENTRY for proceedings held before Judge Aileen M. Cannon: Status Conference held on February 2, 2026. The parties updated the Court on the status of discovery, reporting no current discovery issues or other matters requiring the Court's attention. Plaintiffs directed to send written discovery requests to Defendant on or before February 4, 2026. Order requiring Joint Discovery Status Report to follow. Total time in court: 13 minutes. Attorney appearances: Julianna Toberman, Todd Adam Schwartz. Court Reporter: Laura Melton, 772-467-2327 / [email protected]. (jj02) |
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Filing 25
PAPERLESS ORDER granting #24 Plaintiffs' unopposed motion for extension of time. Plaintiffs shall respond to Defendant's discovery requests thirty days from the date of this order. Signed by Magistrate Judge Ryon M. McCabe on 1/26/2026. (sim)
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| Filing 24 MOTION for Extension of Time to Respond to Discovery by Beth Ann Congel-Ulrich, Douglas Ulrich. Responses due by 2/5/2026. (Toberman, Julianna) |
| Filing 23 NOTICE of Mediation Hearing. In Person Mediation Hearing set for 5/12/26 at 12:00pm. (Kleinman, Eric) |
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Filing 22
ORDER SCHEDULING MEDIATION AND SETTING MEDIATION PROCEDURES before Mediator Eric Kleinman. Mediation Hearing set for 5/12/2026 12:00 PM. Signed by Judge Aileen M. Cannon on 12/18/2025. See attached document for full details. (ebz)
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| Filing 21 First NOTICE of Mediator Selection. Douglas Ulrich and Beth Ann Congel-Ulrich (Plaintiffs) and Federal Insurance Company Defendant) Selected/Added Eric S Kleinman as Mediator. (Toberman, Julianna) |
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Filing 20
PAPERLESS ORDER striking #18 Joint Notice of Mediator Selection and #19 denying Joint Motion for Leave to Mediate by Video Conference. Pursuant to the Court's Scheduling Order #14 , mediation must take place in person. On or before December 14, 2025, the parties shall meaningfully confer and file an amended joint notice of mediator selection that fully complies with the Court's Order. Signed by Judge Aileen M. Cannon on 12/9/2025. (jj02)
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| Filing 19 Consent to Mediation byFederal Insurance Company(Schwartz, Todd) |
| Filing 18 (STRICKEN) NOTICE of Mediator Selection. Selected/Added Eric S Kleinman as Mediator. (Attachments: #1 Text of Proposed Order proposed Mediation Order)(Toberman, Julianna) Modified per DE 20 on 12/9/2025 (amb). |
| Filing 17 Statement of: Plainitffs' Disclosure Statement (Civil) Under Rule 7.1, Federal Rules of Civil Procedure by Beth Ann Congel-Ulrich, Douglas Ulrich (Toberman, Julianna) |
| Filing 16 PAPERLESS NOTICE of Hearing: Status Conference set for 2/2/2026 at 9:00 AM before Judge Aileen M. Cannon via Zoom. The Zoom link and information will be emailed to the parties of record before the scheduled hearing. All participants are expected to appear by audio and video in a professional and quiet setting, with a reliable internet connection tested sufficiently in advance of the scheduled hearing. The parties shall prepare in advance and be ready to discuss the status and background of the case in detail, including the nature of the claim(s) at issue and all completed and outstanding discovery. All counsel appearing before the Court must have a properly filed Notice of Appearance on the docket prior to the hearing and be fully familiar with the specifics of the case, including discovery. If any non-party member of the public wishes to access the audio portion of this Zoom conference, consistent with the Judicial Conference Revised Remote Access Policy, https://jnet.ao.dcn/policy-guidance/guide-judiciary-policy/volume-10-public-access-and-records/ch-4-cameras-courtroom, he or she shall contact Chambers at (772) 467-2340 to receive the audio call-in information. (sm1) |
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Filing 15
ORDER SETTING DISCOVERY PROCEDURE. Signed by Magistrate Judge Ryon M. McCabe on 11/12/2025. See attached document for full details. (ebz)
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Filing 14
ORDER SETTING JURY TRIAL, SETTING PRE-TRIAL DEADLINES, AND REFERRING CERTAIN MATTERS TO MAGISTRATE JUDGE: ( Jury Trial set for 12/14/2026 09:00 AM in Fort Pierce Division before Judge Aileen M. Cannon., Calendar Call set for 12/8/2026 01:45 PM in Fort Pierce Division before Judge Aileen M. Cannon., Amended Pleadings due by 11/20/2025., Discovery due by 7/14/2026., Expert Discovery due by 7/14/2026., Fact Discovery due by 7/14/2026., Joinder of Parties due by 11/20/2025., Mediation Deadline 7/28/2026., In Limine Motions due by 11/6/2026., Dispositive Motions due by 8/5/2026., Motions due by 8/5/2026., Pretrial Stipulation due by 11/6/2026.), ORDER REFERRING CASE to Magistrate Judge Ryon M. McCabe for Discovery Matters. Signed by Judge Aileen M. Cannon on 11/12/2025. See attached document for full details. (ebz) #Pattern Jury Instruction Builder - To access the latest, up to date changes to the 11th Circuit Pattern Jury Instructions go to https://pji.ca11.uscourts.gov or click here.
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| Filing 13 NOTICE of Attorney Appearance by Julianna Toberman on behalf of Beth Ann Congel-Ulrich, Douglas Ulrich (Toberman, Julianna) |
| Filing 12 Joint SCHEDULING REPORT - Rule 26(f) by Federal Insurance Company (Schwartz, Todd) |
| Filing 11 Corporate Disclosure Statement by Federal Insurance Company identifying Corporate Parent Chubb Group Holdings Inc., Corporate Parent FEDERAL INSURANCE COMPANY DBA CHUBB, Corporate Parent Chubb INA Holdings Inc., Corporate Parent Chubb Limited (NYSE: CB), Other Affiliate Claim Pros, LLC for Federal Insurance Company (Schwartz, Todd) |
| Filing 10 Clerk's Notice to Filer re #9 Certificate of Other Affiliates/Corporate Disclosure Statement,. Other Affiliates/Corporate Parents Not Entered; ERROR - The Filer failed to enter all Other Affiliates/Corporate Parents from the Certificate of Other Affiliates/Corporate Disclosure Statement. Filer is instructed to refile their Certificate of Other Affiliates/Corporate Disclosure Statement and enter the missing Other Affiliates/Corp Parents. Note - Other Affiliates/Corporate Parents do not appear on the docket sheet. (ebz) |
| Filing 9 Corporate Disclosure Statement by Federal Insurance Company identifying Corporate Parent Chubb Group Holdings Inc., Corporate Parent Chubb INA Holdings Inc., Corporate Parent Chubb Limited (NYSE: CB) for Federal Insurance Company (Schwartz, Todd) |
| Filing 8 STATUS REPORT by Federal Insurance Company (Schwartz, Todd) |
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Filing 7
ORDER REQUIRING JOINT SCHEDULING REPORT AND CERTIFICATES OF INTERESTED PARTIES. Joint Scheduling Report due by 11/10/2025. Signed by Judge Aileen M. Cannon on 10/24/2025. See attached document for full details. (ebz)
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| Filing 6 ANSWER and Affirmative Defenses to Complaint re the Notice of Removal with Jury Demand by Federal Insurance Company. (Schwartz, Todd) |
| Filing 5 NOTICE OF COURT PRACTICES IN REMOVAL CASES. ( Status Report due by 11/3/2025.) Signed by Judge Aileen M. Cannon on 10/22/2025. See attached document for full details. (kpe) |
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Filing 4
NOTICE OF COURT PRACTICES ON SEALING/REDACTION: Notwithstanding the requirements of Local Rule 5.4 and/or any protective order, the parties are prohibited from filing anything under seal or from redacting any content from a court filing or exhibit/attachment (except for the personal data identifiers listed in Section 6A of this District's CM/ECF Administrative Procedures) unless the party with a stated interest in sealing/redaction first seeks and obtains permission from the Court via a motion for leave. The motion for leave must be filed after meaningful conferral with the opposing party (or parties) and be filed publicly except as authorized by prior Court order. Additionally, the motion for leave shall specify the particularized basis for sealing the proposed material; shall describe the information/documents to be sealed with as much specificity as possible but without attaching the proposed sealed material; shall indicate the proposed duration of the seal request and the reasons why means other than sealing are unavailable or unsatisfactory; shall contain a separate certificate of conference section indicating the results of the parties' meaningful conferral; and shall be filed at last three business days before any related deadline to permit adequate Court consideration. The party seeking authorization to seal material shall not file or otherwise attach the subject material until the Court has ruled on the motion for leave. Finally, all parties are advised that mere designation of material as confidential and/or otherwise subject to a protective order does not bind the Court, does not supplant the requirements of the Local Rules on sealing, and does not otherwise relieve the party seeking sealing/redaction from justifying its request under applicable legal principals governing the presumption of public access to civil proceedings. Failure to comply with this Notice may result in immediate unsealing of any unauthorized shielded material. Signed by Judge Aileen M. Cannon on 10/17/2025. (jj02)
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| Filing 3 Bar Letter re: Admissions sent to attorney Julianna Toberman, mailing date October 17, 2025 (nwn) |
| Filing 2 Clerks Notice of Judge Assignment to Judge Aileen M. Cannon. Pursuant to 28 USC 636(c), the parties are hereby notified that the U.S. Magistrate Judge Ryon M. McCabe is available to handle any or all proceedings in this case. If agreed, parties should complete and file the Consent form found on our website. It is not necessary to file a document indicating lack of consent. (blc) |
| Filing 1 NOTICE OF REMOVAL (STATE COURT COMPLAINT - Plaintiff's Complaint For Damages and Designation of Email Address Pursuant to Rule 2.516) Filing fee $ 405.00 receipt number AFLSDC-18877483, filed by Federal Insurance Company. (Attachments: #1 Exhibit - State Court Complaint, #2 Exhibit Exhibit 2, #3 Exhibit Exhibit 3, #4 Exhibit Exhibit 4, #5 Exhibit Exhibit 5, #6 Civil Cover Sheet Civil Cover Sheet, #7 Docket Sheet)(Schwartz, Todd). No Answer/Motion to Dismiss filed. Modified text on 10/17/2025 (blc). |
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