Morgan et al v. Lincoln National Corporation
| Henry Morgan, Susan Smith, Charles Smith, Laura Seale, Terri Cogburn, Laura Baesel, Toni Hale, Kathleen Walton and Terry Warner |
| Lincoln National Corporation d/b/a Lincoln Financial Group, The Lincoln National Life Insurance Co., Lincoln Life & Annuity Company of New York, FMR, LLC, Fidelity Product Services, LLC, Lincoln National Corporation doing business as Lincoln Financial Group, The Lincoln National Life Insurance Co, FMR LLC and Fidelity Product Services LLC |
| 3:2023cv00697 |
| March 31, 2023 |
| US District Court for the Northern District of Texas |
| Ed Kinkeade |
| Torts/Pers Prop: Other Fraud |
| 28 U.S.C. § 1332 Diversity-Fraud |
| None |
Docket Report
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This docket was last retrieved on May 25, 2023. A more recent docket listing may be available from PACER.
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Filing 25
ELECTRONIC ORDER: Before the Court is Plaintiffs' Agreed Motion for Extension of Time to File Response to Defendants' Rule 12(b)(6) Motions to Dismiss (Doc. No. 24). Having carefully considered the Motion, the Court finds good cause exists for the requested extension of time. Accordingly, the Court GRANTS the Motion. Plaintiffs shall file their responses to the Motions to Dismiss by July 17, 2023. Defendants shall file their respective replies by August 17, 2023. (Ordered by Judge Ed Kinkeade on 5/25/2023) (chmb)
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| Filing 24 MOTION for Extension of Time to File Response/Reply to #15 MOTION to Dismiss for Lack of Jurisdiction , #12 MOTION to Dismiss filed by Henry Morgan (Attachments: #1 Proposed Order Proposed Order) (McCaffity, Sean) |
| Filing 23 (Document Restricted) Sealed Attorney Contact Information (Sealed pursuant to SO 19-1, statute, or rule) filed by FMR LLC, Fidelity Product Services LLC (Scorcio, Matthew) |
| Filing 22 NOTICE of Attorney Appearance by Matthew Scorcio on behalf of FMR LLC, Fidelity Product Services LLC. (Filer confirms contact info in ECF is current.) (Scorcio, Matthew) |
| Filing 21 NOTICE of Attorney Appearance by Johanna Esther Smith on behalf of FMR LLC, Fidelity Product Services LLC. (Filer confirms contact info in ECF is current.) (Smith, Johanna) |
| Filing 20 CERTIFICATE OF INTERESTED PERSONS/DISCLOSURE STATEMENT by Henry Morgan. (Clerk QC note: Affiliate entry indicated). (McCaffity, Sean) |
| Filing 19 CERTIFICATE OF INTERESTED PERSONS/DISCLOSURE STATEMENT by FMR LLC, Fidelity Product Services LLC. (Clerk QC note: No affiliate entered in ECF). (Costa, Gregg) |
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Filing 18
ORDER REQUIRING SCHEDULING CONFERENCE AND REPORT FOR CONTENTS OF SCHEDULING ORDER. (Ordered by Judge Ed Kinkeade on 5/9/2023) (chmb)
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| Filing 17 Appendix in Support filed by FMR LLC, Fidelity Product Services LLC re #15 MOTION to Dismiss for Lack of Jurisdiction (Costa, Gregg) |
| Filing 16 Brief/Memorandum in Support filed by FMR LLC, Fidelity Product Services LLC re #15 MOTION to Dismiss for Lack of Jurisdiction (Costa, Gregg) |
| Filing 15 MOTION to Dismiss for Lack of Jurisdiction filed by FMR LLC, Fidelity Product Services LLC (Attachments: #1 Proposed Order) (Costa, Gregg) |
| Filing 14 Appendix in Support filed by Lincoln Life & Annuity Company of New York, Lincoln National Corporation, The Lincoln National Life Insurance Co re #12 MOTION to Dismiss (Attachments: #1 Volume 1, #2 Volume 2, #3 Volume 3) (Miller, David) |
| Filing 13 Brief/Memorandum in Support filed by Lincoln Life & Annuity Company of New York, Lincoln National Corporation, The Lincoln National Life Insurance Co re #12 MOTION to Dismiss (Miller, David) |
| Filing 12 MOTION to Dismiss filed by Lincoln Life & Annuity Company of New York, Lincoln National Corporation, The Lincoln National Life Insurance Co (Attachments: #1 Proposed Order) (Miller, David) |
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Filing 11
ELECTRONIC ORDER granting #9 Application for Admission Pro Hac Vice of Edmund Scott Sauer. Important Reminder: Unless excused for cause, an attorney who is not an ECF user must register within 14 days of the date the attorney appears in a case pursuant to LR 5.1(f) and LCrR 49.2(g). (Ordered by Judge Ed Kinkeade on 4/5/2023) (chmb)
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Filing 10
ELECTRONIC ORDER granting #8 Application for Admission Pro Hac Vice of Jason A Walters. Important Reminder: Unless excused for cause, an attorney who is not an ECF user must register within 14 days of the date the attorney appears in a case pursuant to LR 5.1(f) and LCrR 49.2(g). (Ordered by Judge Ed Kinkeade on 4/5/2023) (chmb)
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| Filing 9 Application for Admission Pro Hac Vice with Certificate of Good Standing (Filing fee $100; Receipt number ATXNDC-13641581) filed by Lincoln Life & Annuity Company of New York, Lincoln National Corporation, The Lincoln National Life Insurance Co (Attachments: #1 Proposed Order)Attorney Edmund Scott Sauer added to party Lincoln Life & Annuity Company of New York(pty:dft), Attorney Edmund Scott Sauer added to party Lincoln National Corporation(pty:dft), Attorney Edmund Scott Sauer added to party The Lincoln National Life Insurance Co(pty:dft) (Sauer, Edmund) |
| Filing 8 Application for Admission Pro Hac Vice with Certificate of Good Standing (Filing fee $100; Receipt number ATXNDC-13641521) filed by Lincoln Life & Annuity Company of New York, Lincoln National Corporation, The Lincoln National Life Insurance Co (Attachments: #1 Proposed Order)Attorney Jason A Walters added to party Lincoln Life & Annuity Company of New York(pty:dft), Attorney Jason A Walters added to party Lincoln National Corporation(pty:dft), Attorney Jason A Walters added to party The Lincoln National Life Insurance Co(pty:dft) (Walters, Jason) |
| Filing 7 (Document Restricted) Sealed Attorney Contact Information (Sealed pursuant to SO 19-1, statute, or rule) filed by FMR LLC, Fidelity Product Services LLC (Falconer, Russell) |
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Filing 6
ELECTRONIC ORDER: Before the Court is Defendants' Agreed Motion for Extension of Time to Respond to the Original Class Action Petition (Doc. No. 4). Having considered the Motion, the Court finds good cause exists for the requested extension and, therefore, GRANTS the Motion. Defendants shall answer or otherwise respond to Plaintiffs' Petition by May 8, 2023. (Ordered by Judge Ed Kinkeade on 4/4/2023) (chmb)
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| Filing 5 (Document Restricted) Sealed Attorney Contact Information (Sealed pursuant to SO 19-1, statute, or rule) filed by Lincoln Life & Annuity Company of New York, Lincoln National Corporation, The Lincoln National Life Insurance Co (Miller, David) |
| Filing 4 Agreed Motion for Extension of Time to File Answer to the Original Class Action Petition filed by Lincoln Life & Annuity Company of New York, Lincoln National Corporation, The Lincoln National Life Insurance Co (Attachments: #1 Proposed Order) (Miller, David) |
| Filing 3 New Case Notes: A filing fee has been paid. Pursuant to Misc. Order 6, Plaintiff is provided the Notice of Right to Consent to Proceed Before A U.S. Magistrate Judge (Judge Horan). Clerk to provide copy to plaintiff if not received electronically. (acm) |
| Filing 2 CERTIFICATE OF INTERESTED PERSONS/DISCLOSURE STATEMENT by Lincoln Life & Annuity Company of New York, Lincoln National Corporation d/b/a Lincoln Financial Group, The Lincoln National Life Insurance Co.. (Clerk QC note: No affiliate entered in ECF). (Miller, David) |
| Filing 1 NOTICE OF REMOVAL filed by The Lincoln National Life Insurance Co., Lincoln Life & Annuity Company of New York, Lincoln National Corporation d/b/a Lincoln Financial Group. (Filing fee $402; receipt number BTXNDC-13632375) In each Notice of Electronic Filing, the judge assignment is indicated, and a link to the # Judges Copy Requirements and # Judge Specific Requirements is provided. The court reminds the filer that any required copy of this and future documents must be delivered to the judge, in the manner prescribed, within three business days of filing. Unless exempted, attorneys who are not admitted to practice in the Northern District of Texas must seek admission promptly. Forms and Instructions found at www.txnd.uscourts.gov, or by clicking here: # Attorney Information - Bar Membership. If admission requirements are not satisfied within 21 days, the clerk will notify the presiding judge. (Attachments: #1 Exhibit(s) Index of State Court Documents, #2 Exhibit(s) State Court Docket Sheet, #3 Cover Sheet, #4 Cover Sheet Supplement) (Miller, David) |
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