Nader v. New York Life Insurance Company
Plaintiff: Jose A. Nader
Defendant: New York Life Insurance Company
Case Number: 1:2023cv02037
Filed: October 17, 2023
Court: US District Court for the Northern District of Ohio
Presiding Judge: J Philip Calabrese
Nature of Suit: Insurance
Cause of Action: 28 U.S.C. ยง 1332 Diversity-Insurance Contract
Jury Demanded By: Plaintiff
Docket Report

This docket was last retrieved on December 19, 2023. A more recent docket listing may be available from PACER.

Date Filed Document Text
December 7, 2023 Filing 12 Brief Regarding The Amount in Controversy filed by New York Life Insurance Company. Related document(s) #9 . (Attachments: #1 Exhibit A - Declaration of Marc Champoux, CPA, #2 Exhibit A-1 - Simple Interest Table, #3 Exhibit A-2 - Compound Interest Table, #4 Exhibit B - Declaration of Olivia L. Southam, #5 Exhibit B-1 - Claim File Excerpt) (Bacon, Brett)
December 6, 2023 Filing 11 Plaintiff's Statement Regarding Amount in Controversy filed by All Plaintiffs. (Sanders, Rodd)
December 4, 2023 Opinion or Order Filing 10 Order Setting Mediation Conference: Mediation conference to be held on 2/15/2024 at 10:00 AM in Chambers 11B (Cleveland) before Magistrate Judge Thomas M. Parker. Mediation statements are due on or before 2/8/2024. Upon receipt of this order, counsel shall contact the magistrate judge's courtroom deputy via email to schedule an ex-parte telephone conference. See Order for additional information and requirements. Magistrate Judge Thomas M. Parker on 12/4/2023. (D,JJ)
November 29, 2023 Filing 9 Case Management Plan and Scheduling Order: The Court enters the following Case Management Order: Standard track. Case referred to ADR. Parties do not consent to the jurisdiction of a Magistrate Judge. The Court sets the following schedule: Jurisdictional briefing on the amount in controversy due: December 7, 2023. Judge J. Philip Calabrese on November 29, 2023. (Y,A)
November 29, 2023 Minutes of proceedings [non-document] before Judge J. Philip Calabrese. The Court held a case management conference by Zoom on November 29, 2023. Rodd A. Sanders appeared for Plaintiff. Olivia Lin Southam appeared for Defendant. The Court requested that the parties discuss the amount-in-controversy as it relates to subject-matter jurisdiction and requested briefing on the issue, which it will address in a separate entry. Also by separate order, the Court will refer the matter for early mediation. Counsel discussed the background of the case and the need for discovery to resolve some or all of the contract questions in dispute. The Court expressed its tentative view in favor of an early partial summary judgment on an agreed record interpreting the insurance contract at issue to narrow the issues and focus any discovery that might be necessary for a final adjudication of all issues. If necessary, after mediation, the Court will discuss that approach with counsel before so ordering or setting a schedule. Time: 35 minutes. (Y,A)
November 29, 2023 Opinion or Order Order [non-document]: Under N.D. Ohio Local Rule 16.4(e), the Court REFERS this matter to United States Magistrate Judge Thomas M. Parker for mediation. Counsel will receive further instructions from Judge Parker's Chambers. Judge J. Philip Calabrese on November 29, 2023. (Y,A)
November 21, 2023 Filing 8 Report of Parties' Planning Meeting Rule 26(f) Report of the Parties - the parties do not consent to the jurisdiction of a United States Magistrate Judge filed by Jose A. Nader. (Sanders, Rodd)
November 21, 2023 Opinion or Order Order [non-document]: At the request of counsel, the Court will conduct the initial case management conference on November 29, 2023 at 1:00 p.m. by Zoom. Judge J. Philip Calabrese on November 21, 2023.(Y,A)
October 27, 2023 Filing 7 Joint Motion for Remote Case Management Conference filed by New York Life Insurance Company (Bacon, Brett). Modified on 11/1/2023 to correct event (H,SP).
October 25, 2023 Filing 6 Case Management Conference Scheduling Order with case management conference to be held on November 29, 2023 at 1:00 p.m. in Chambers 16B before Judge J. Philip Calabrese. Judge J. Philip Calabrese on October 25, 2023. (Attachments: #1 Rule 26 Report of Parties)(Y,A)
October 24, 2023 Filing 5 Answer to Complaint (Related Doc #1 ) filed by New York Life Insurance Company. (Bacon, Brett)
October 17, 2023 Filing 4 Magistrate Consent Form issued. (F,AW)
October 17, 2023 Filing 3 Corporate Disclosure Statement filed by New York Life Insurance Company. (Southam, Olivia)
October 17, 2023 Filing 2 Supplement to Notice of Removal, - Civil Cover Sheet, filed by New York Life Insurance Company. Related document(s) #1 . (Bacon, Brett)
October 17, 2023 Filing 1 Notice of Removal from Cuyahoga County Court of Common Pleas, case number CV-23-985355 with jury demand. Filing fee paid $402.00, receipt number AOHNDC-12231345. Filed by New York Life Insurance Company. (Attachments: #1 Notice of Removal Summons & Complaint) (Bacon, Brett)
October 17, 2023 Judge J. Philip Calabrese assigned to case. (F,AW)
October 17, 2023 Random Assignment of Magistrate Judge pursuant to Local Rule 3.1. In the event of a referral, case will be assigned to Magistrate Judge Thomas M. Parker. (F,AW)

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Plaintiff: Jose A. Nader
Represented By: Rodd A. Sanders
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Defendant: New York Life Insurance Company
Represented By: Olivia Lin Southam
Represented By: Brett K. Bacon
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