Bakerwest G.P. v. USI Insurance Services L.L.C.
| Bakerwest G.P. |
| USI Insurance Services L.L.C. |
| 3:2020cv00899 |
| October 20, 2020 |
| US District Court for the Middle District of Tennessee |
| Jeffery S Frensley |
| Eli J Richardson |
| Insurance |
| 28 U.S.C. § 1332 Diversity-Breach of Fiduciary Duty |
| Plaintiff |
Docket Report
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This docket was last retrieved on March 1, 2022. A more recent docket listing may be available from PACER.
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| Filing 61 ENTRY OF JUDGMENT re: #60 Order Dismissing Case. (mg) |
Filing 60
ORDER DISMISSING CASE: The parties have filed a Joint Stipulation of Dismissal (Doc. No. #59 ) stating that no claims remain for resolution by the Court. Accordingly, the Court acknowledges that this action has been DISMISSED with prejudice, and the Clerk is directed to close the file. This Order shall constitute final judgment for purposes of Fed. R. Civ. P. 58. Signed by District Judge Eli J. Richardson on 3/1/2022. (DOCKET TEXT SUMMARY ONLY-ATTORNEYS MUST OPEN THE PDF AND READ THE ORDER.)(mg)
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| Filing 59 STIPULATION of Dismissal with Prejudice by USI Insurance Services L.L.C.. (Grant, Charles) |
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Filing 58
ORDER granting #57 Motion for Extension of Time to File Stipulation of Dismissal to March 4, 2022. Signed by District Judge Eli J. Richardson on 2/4/2022. (mg)
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| Filing 57 Joint MOTION for Extension of Time to File Stipulation of Dismissal by USI Insurance Services L.L.C.. (Grant, Charles) |
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Filing 56
ORDER: The mediator, John Houseal, Jr., reported that the parties settled this case. (Doc. No. #55 ). Accordingly, the parties shall file a stipulation of dismissal by February 14, 2022. Signed by District Judge Eli J. Richardson on 1/25/2022. (ln)
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| Filing 55 REPORT of Mediation filed by John I. Houseal, Jr., Mediator. (***CASE SETTLED***) (bs) |
| Filing 54 SUPPLEMENT filed by USI Insurance Services L.L.C. re #50 Declaration,,,. (Attachments: #1 Exhibit R1 to Declaration)(Grant, Charles) |
| Filing 53 Sealed Document Exhibit R1 to Declaration filed by USI Insurance Services L.L.C.. (Grant, Charles) |
| Filing 52 Sealed Document Exhibit P to Declaration filed by USI Insurance Services L.L.C.. (Grant, Charles) |
| Filing 51 MOTION for Leave to File Document Under Seal Exhibits P and R1 to Declaration of Zachary Berk by USI Insurance Services L.L.C.. (Grant, Charles) |
| Filing 50 DECLARATION of Zachary W. Berk filed by USI Insurance Services L.L.C. re: #47 MOTION for Summary Judgment . (Attachments: #1 Exhibit A - Baker depo, #2 Exhibit B - Boozer appraisal, #3 Exhibit C - Wynne depo, #4 Exhibit D - Email string, #5 Exhibit E - Email string, #6 Exhibit F - Email string, #7 Exhibit G - Insurance application, #8 Exhibit H - Sullivan depo, #9 Exhibit I - Reqs for Admission to Plaintiff, #10 Exhibit J - Central Policy (2019-2020), #11 Exhibit K - Email string, #12 Exhibit L - Email string, #13 Exhibit M - Correspondence with K Baker, #14 Exhibit N - Hayes depo, #15 Exhibit O - Contract, #16 Exhibit Q - Curry depo, #17 Exhibit R - Vertex Cost Analysis, #18 Exhibit S - Stanovich expert report)(Grant, Charles) |
| Filing 49 STATEMENT of facts filed by USI Insurance Services L.L.C. in support of #47 Motion for Summary Judgment. (Grant, Charles) |
| Filing 48 MEMORANDUM in Support of #47 MOTION for Summary Judgment filed by USI Insurance Services L.L.C. . (Grant, Charles) |
| Filing 47 MOTION for Summary Judgment by USI Insurance Services L.L.C.. (Grant, Charles) |
| Filing 46 ANSWER to #45 Amended Complaint by USI Insurance Services L.L.C..(Grant, Charles) |
| NOTICE TO FILER re DE#45 : Pursuant to Local Rule 5.01, Certificates of Service shall identify by name the person served, what was served, the method of service, and date of service. Counsel did not include a certificate of service. Please FILE a conformed Certificate of Service for this document. (mg) |
| Filing 45 AMENDED COMPLAINT for Damages against USI Insurance Services L.L.C., filed by Bakerwest G.P..(Songstad, Randall) |
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Filing 44
ORDER granting #43 Motion to Modify Expert Discovery Deadlines. The deadline for the defendant to make its expert disclosures is extended to December 22, 2021, and the deadline for the Parties to complete expert depositions is extended to January 19, 2022. Signed by Magistrate Judge Jeffery S. Frensley on 11/29/2021. (DOCKET TEXT SUMMARY ONLY-ATTORNEYS MUST OPEN THE PDF AND READ THE ORDER.)(mg)
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| Filing 43 Joint MOTION to Amend/Correct (Joint Motion to Modify Expert Discovery Deadlines) by USI Insurance Services L.L.C.. (Grant, Charles) |
| Filing 42 NOTICE of Filing by Bakerwest G.P. of Rule 26 Expert Disclosures (Songstad, Randall) |
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Filing 41
ORDER granting #34 Motion to Amend Complaint. Signed by Magistrate Judge Jeffery S. Frensley on 10/26/2021. (jm)
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| Filing 40 NOTICE by USI Insurance Services L.L.C. re #34 MOTION to Amend/Correct #1 Complaint of No Opposition to Plaintiff's Motion to Amend Complaint (Grant, Charles) |
| Filing 39 NOTICE by Bakerwest G.P. to Take Deposition - Wynne (Songstad, Randall) |
| Filing 38 NOTICE by Bakerwest G.P. to Take Deposition - USI Rep (Songstad, Randall) |
| Filing 37 NOTICE by Bakerwest G.P. to Take Deposition - Sullivan (Songstad, Randall) |
| Filing 36 NOTICE by Bakerwest G.P. to Take Deposition - Martin (Songstad, Randall) |
| Filing 35 MEMORANDUM in Support of #34 MOTION to Amend/Correct #1 Complaint filed by Bakerwest G.P. . (Songstad, Randall) |
| Filing 34 MOTION to Amend/Correct #1 Complaint by Bakerwest G.P.. (Songstad, Randall) |
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Filing 33
ORDER granting #32 JOINT MOTION TO MODIFY DEADLINE FOR COMPLETION OF FACT DISCOVERY. Signed by Magistrate Judge Jeffery S. Frensley on 9/28/2021. (bs) Modified on 9/29/2021 (bs).
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| Filing 32 Joint MOTION for Extension of Time to Complete Discovery by USI Insurance Services L.L.C.. (Grant, Charles) |
| Filing 31 Joint Case Resolution Status Report by USI Insurance Services L.L.C.. (Grant, Charles) |
| Minute Entry for proceedings held before Magistrate Judge Jeffery S. Frensley: Case Management Conference by Telephone held on 7/19/2021. (Hearing lasted :17)(ms) |
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Filing 30
ORDER RESETTING CASE FOR TRIAL: Jury Trial is reset for 6/7/2022 at 09:00 AM in Courtroom 874 before District Judge Eli J. Richardson. Pretrial Conference set for 5/26/2022 at 01:00 PM before District Judge Eli J. Richardson. Joint Proposed Pretrial Order due by 5/19/2022; Exhibit List due by 5/19/2022; and Witness List due by 5/19/2022. All lawyers who will participate in the trial must attend the pretrial conference. Signed by District Judge Eli J. Richardson on 6/25/2021. (DOCKET TEXT SUMMARY ONLY-ATTORNEYS MUST OPEN THE PDF AND READ THE ORDER.)(mg)
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Filing 29
ORDER: After consultation with Judge Richardson's chambers, the Motion #28 is GRANTED. The undersigned recommends a jury trial date of June 7, 2022. Completion of fact discovery new deadline is November 3, 2021; Filing of dispositive motions new deadline is January 19, 2022; and Trial Date is set for June 7, 2022. Signed by Magistrate Judge Jeffery S. Frensley on 6/18/2021. (DOCKET TEXT SUMMARY ONLY-ATTORNEYS MUST OPEN THE PDF AND READ THE ORDER.)(mg)
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| Filing 28 Joint MOTION to Continue Trial Date and to Modify Initial Case Management Order Deadlines by USI Insurance Services L.L.C.. (Grant, Charles) |
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Filing 27
ORDER: Pending before the Court is a Joint Motion to Modify the Initial Case Management Order Deadlines. Docket No. #26 . For the reasons set forth herein the Motion to Modify Deadlines (Docket No. #26 ) is DENIED WITHOUT PREJUDICE. The Parties may resubmit the motion to comply with Local Rule 16.01(h)(1) or file a motion to continue the trial for Judge Richardson's consideration. Signed by Magistrate Judge Jeffery S. Frensley on 6/9/2021. (DOCKET TEXT SUMMARY ONLY-ATTORNEYS MUST OPEN THE PDF AND READ THE ORDER.)(mg)
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| Filing 26 Joint MOTION to Modify Initial Case Management Order Deadlines re #17 Case Management Order, by USI Insurance Services L.L.C.. (Grant, Charles) |
| Filing 25 NOTICE by Bakerwest G.P. Service of Plaintiff's Responses to First Set of Interrogatories and Requests for Production (Songstad, Randall) |
| Filing 24 NOTICE by Bakerwest G.P. Service of Plaintiff's First Set of Interrogatories and Request for Production of Documents (Songstad, Randall) |
| Filing 23 NOTICE by Bakerwest G.P. Service of Initial Disclosures (Songstad, Randall) |
| Filing 22 BUSINESS ENTITY DISCLOSURE STATEMENT filed by Bakerwest G.P.. (Songstad, Randall) |
| Filing 21 BUSINESS ENTITY DISCLOSURE STATEMENT filed by USI Insurance Services L.L.C.. (Grant, Charles) |
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Filing 20
ORDER granting #14 : Having satisfied the requirements of Local Rule 83.01(b), the Motion to Appear Pro Hac Vice of Zachary W. Berk is granted. Signed by Vicki Kinkade, Chief Deputy Clerk, on 12/17/20. (vk)
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Filing 19
ORDER granting #8 and #10 : Having satisfied the requirements of Local Rule 83.01(b), the Motion to Appear Pro Hac Vice and the Amended Motion to Appear Pro Hac Vice of Edward Joseph Baines are granted. Signed by Vicki Kinkade, Chief Deputy Clerk, on 12/17/20. (vk)
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| MA State Bar status verified as active for Zachary W. Berk not admitted to this court - Local counsel secured. (mg) |
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Filing 18
ORDER SETTING CASE FOR TRIAL: Jury Trial set for 3/22/2022 at 9:00 AM in Courtroom 874 before District Judge Eli J. Richardson. Pretrial Conference set for 3/14/2022 at 8:30 AM in Courtroom 874 before District Judge Eli J. Richardson. Joint Proposed Pretrial Order due by 3/7/2022; Exhibit List due by 3/7/2022; and Witness List due by 3/7/2022. All lawyers who will participate in the trial must attend the pretrial conference. Signed by District Judge Eli J. Richardson on 12/15/2020. (DOCKET TEXT SUMMARY ONLY-ATTORNEYS MUST OPEN THE PDF AND READ THE ORDER.)(mg)
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Filing 17
CASE MANAGEMENT ORDER: Amended Pleadings due by 2/26/2021; Discovery due by 8/20/2021; and Motions due by 11/5/2021. Telephone Conference is set for 7/19/2021 at 8:30 AM before Magistrate Judge Jeffery S. Frensley. Signed by Magistrate Judge Jeffery S. Frensley on 12/15/2020. (DOCKET TEXT SUMMARY ONLY-ATTORNEYS MUST OPEN THE PDF AND READ THE ORDER.)(ln)
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| Filing 16 NOTICE by Bakerwest G.P. of Change of Email Address (Songstad, Randall) |
| Minute Entry for proceedings held before Magistrate Judge Jeffery S. Frensley: Case Management Conference by Telephone held on 12/15/2020. (Hearing lasted :10)(ms) |
| Filing 15 CERTIFICATE OF GOOD STANDING of Attorney Zachary W. Berk from the United States District Court for the District of Massachusetts filed by USI Insurance Services L.L.C.. (Grant, Charles) |
| Filing 14 MOTION for attorney Zachary W. Berk to Appear Pro Hac Vice (paid $150 PHV fee; receipt number 0650-3274998) by USI Insurance Services L.L.C.. (Grant, Charles) |
| Filing 13 MOTION for Leave to Appear Telephonically by Bakerwest G.P.. (Songstad, Randall) |
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Filing 12
ORDER: The Initial Case Management Conference set for December 15, 2020 at 10:00 a.m. will be conducted by telephone. As such, the Defendant's Motion to Participate in the Conference Telephonically is GRANTED. All parties shall call 1-877-336-1831, and when prompted for the access code, enter 7039387# to participate in the Case Management Conference. Signed by Magistrate Judge Jeffery S. Frensley on 12/11/2020. (DOCKET TEXT SUMMARY ONLY-ATTORNEYS MUST OPEN THE PDF AND READ THE ORDER.)(mg)
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| MD State Bar status verified as active for Edward Baines not admitted to this court - Local counsel secured. (mg) |
| Reset Hearing: The Case Management Conference by Telephone set for 12/15/2020 at 10:00 AM before Magistrate Judge Jeffery S. Frensley. (mg) |
| Filing 11 CERTIFICATE OF GOOD STANDING of Attorney Edward Joseph Baines from the United States District Court for the District of Maryland filed by USI Insurance Services L.L.C.. (Grant, Charles) |
| Filing 10 Amended MOTION to Appear Pro Hac Vice (fee paid with original filing) re #8 MOTION for attorney Edward Joseph Baines to Appear Pro Hac Vice (paid $150 PHV fee; receipt number 0650-3273298) by USI Insurance Services L.L.C.. (Grant, Charles) |
| Filing 9 Unopposed MOTION for Approval for Counsel to Participate in Initial Case Management Conference Telephonically by USI Insurance Services L.L.C.. (Grant, Charles) |
| Filing 8 MOTION for attorney Edward Joseph Baines to Appear Pro Hac Vice (paid $150 PHV fee; receipt number 0650-3273298) by USI Insurance Services L.L.C.. (Grant, Charles) |
| TN State Bar status verified as active for Charles K. Grant admitted to this court. (mg) |
| Filing 7 ANSWER to #1 Complaint by USI Insurance Services L.L.C..(Grant, Charles) |
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Filing 6
ORDER: This case is REFERRED to the Magistrate Judge. Signed by District Judge Eli J. Richardson on 10/22/2020. (DOCKET TEXT SUMMARY ONLY-ATTORNEYS MUST OPEN THE PDF AND READ THE ORDER.)(ln)
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| Filing 5 NOTICE of Initial Case Management Conference set for 12/15/2020 at 10:00 AM in Courtroom 783 before Magistrate Judge Jeffery S. Frensley. (mg) |
| Filing 4 Summons issued as to USI Insurance Services L.L.C. Service copies will be returned to counsel by mail. (mg) |
| Filing 3 NOTICE/INFORMATION regarding Consent of the Parties to the Magistrate Judge. (mg) |
| Filing 2 NOTICE of Business Entity Disclosure Statement filing requirement. (mg) |
| Filing 1 COMPLAINT against USI Insurance Services L.L.C. (Filing fee $400, Receipt number 0650-3238338), filed by Bakerwest G.P.. (Attachments: #1 Attachment - Civil Cover Sheet)(mg) |
| TN State Bar status verified as active for Randall Songstad admitted to this court. (mg) |
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| Plaintiff: Bakerwest G.P. | |
| Represented By: | Randall Songstad |
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| Defendant: USI Insurance Services L.L.C. | |
| Represented By: | Charles K. Grant |
| Represented By: | Edward Baines |
| Represented By: | Zachary W. Berk |
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