Principal Life Insurance Company v. Jones et al
Defendant: Kathleen Anne Jones and Sharon Ellis
Case Number: 3:2025cv00221
Filed: July 14, 2025
Court: U.S. District Court for the Southern District of Texas
Presiding Judge: Jeffrey V Brown
Referring Judge: Andrew M Edison
Nature of Suit: Insurance
Cause of Action: 28 U.S.C. ยง 1332 Diversity-Insurance Contract
Jury Demanded By: None
Docket Report

This docket was last retrieved on July 23, 2026. A more recent docket listing may be available from PACER.

Date Filed Document Text
November 4, 2025 Opinion or Order Filing 20 DOCKET CONTROL ORDER. Amended Pleadings due by 1/9/2026. Joinder of Parties due by 1/9/2026 Pltf Expert Witness List due by 3/27/2026. Pltf Expert Report due by 3/27/2026. Deft Expert Witness List due by 4/24/2026. Deft Expert Report due by 4/24/2026. Discovery due by 5/22/2026. Dispositive Motion Filing due by 5/29/2026. Non-Dispositive Motion Filing due by 7/10/2026. Exchange Pretrial Materials due by 9/4/2026. Docket Call set for 9/11/2026 at 09:30 AM in Sixth Floor Courtroom Galveston before Judge Jeffrey V Brown (Signed by Magistrate Judge Andrew M Edison) Parties notified. (agg3)
November 3, 2025 Filing 19 Minute Entry for proceeding held before Magistrate Judge Andrew M Edison on November 3, 2025. Status Conference held re mediation. Court to enter docket control order. Appearances: Andrew Whitaker for Plaintiff, Keith Gross for Kathleen A. Jones, Amanda Johnson for Sharon Ellis and now Kaitlyn Ellis. (Court Reporter: L. Wells), filed. (rrc3)
September 11, 2025 Deposit made into the Registry of the Court by Principal Life Insurance Co in the amount of $2094291.23, receipt number 300000465, filed. (ndb3)
August 22, 2025 Opinion or Order Filing 18 AGREED ORDER granting #17 Stipulation (Signed by Judge Jeffrey V Brown) Parties notified. (agg3)
August 21, 2025 Filing 17 STIPULATION re: for Order Granting Interpleader and Dismissal with Prejudice of Plaintiff Only by Principal Life Insurance Company, filed. (Attachments: #1 Proposed Order) (Whitaker, Andrew)
August 21, 2025 Filing 16 NOTICE of Setting. Parties notified. Status Conference set for 11/3/2025 at 10:00 AM by video before Magistrate Judge Andrew M Edison, filed. (rrc3)
August 21, 2025 Filing 15 Minute Entry for proceeding held before Magistrate Judge Andrew M Edison on August 21, 2025. Status Conference held. The parties will mediate the case in the next 60 days. Judge Edison set a status conference for November 3, 2025, at 10 am. Appearances: Andrew Whitaker for Plaintiff, Keith Gross for Defendant Kathleen A. Jones, Amanda Johnson for Defendant Sharon Ellis. (Court Reporter: L. Wells), filed. (rrc3)
August 18, 2025 Filing 14 NOTICE of Setting. Parties notified. Status Conference set for 8/21/2025 at 09:30 AM by video before Magistrate Judge Andrew M Edison, filed. (rrc3)
August 18, 2025 Filing 13 CLERKS NOTICE OF CANCELLATION Initial Conference set for 11/12/2025 at 09:00 AM is CANCELED. Parties notified, filed. (rrc3)
August 15, 2025 Opinion or Order Filing 12 ORDER REFERRING CASE to Magistrate Judge Andrew M. Edison. Pursuant to 28 U.S.C. 636(b)(1)(a), all non-dispositive pretrial matters in this case are hereby referred to United States Magistrate Judge Andrew M. Edison for determination. Pursuant to 28 U.S.C. 636(b)(1)(b), all dispositive pretrial matters in this case are hereby referred to United States Magistrate Judge Andrew M. Edison for Report and Recommendation to this court. All trial deadlines before this court remain in effect. (Signed by Judge Jeffrey V Brown) Parties notified. (dm4)
August 13, 2025 Filing 11 ANSWER to Complaint by Sharon Ellis, filed. (Johnson, Amanda)
July 23, 2025 Filing 10 ANSWER to Complaint by Kathleen Anne Jones, filed. (Gross, Keith)
July 22, 2025 Filing 9 RETURN of Service of SUMMONS Executed as to Sharon Ellison served on 7/19/2025, answer due 8/11/2025, filed. (Whitaker, Andrew)
July 22, 2025 Filing 8 RETURN of Service of SUMMONS Executed as to Kathleen Anne Jones served on 7/17/2025, answer due 8/7/2025, filed. (Whitaker, Andrew)
July 15, 2025 Filing 7 Summons Issued as to Sharon Ellison, Kathleen Anne Jones. Issued summons delivered to plaintiff by NEF, filed. (vp3)
July 15, 2025 Opinion or Order Filing 6 ORDER for Initial Pretrial and Scheduling Conference and Order to Disclose Interested Persons. Initial Conference set for 11/12/2025 at 09:00 AM by video before Magistrate Judge Andrew M Edison. (Signed by Judge Jeffrey V Brown) Parties notified. (vp3)
July 15, 2025 Filing 5 CLERKS NOTICE Regarding Consent to Jurisdiction of Magistrate Judge. Parties notified, filed. (vp3)
July 15, 2025 Referral Judge Selected: Magistrate Judge Andrew M. Edison selected to receive referrals. The selected Magistrate Judge is not assigned to this case until a District Judge refers the case or a motion or the parties consent to jurisdiction of the Magistrate Judge. Once a referral has been made, the name of the referral judge will appear at the top of the docket sheet. (vp3)
July 14, 2025 Filing 4 MOTION to Deposit Funds. by Principal Life Insurance Company, filed. Motion Docket Date 8/4/2025. (Attachments: #1 Proposed Order Granting Motion to Deposit Funds) (Whitaker, Andrew)
July 14, 2025 Filing 3 CORPORATE DISCLOSURE STATEMENT by Principal Life Insurance Company identifying Principal Financial Services, Inc. and Principal Financial Group, Inc. as Corporate Parent, filed. (Whitaker, Andrew)
July 14, 2025 Filing 2 Request for Issuance of Summons as to All Defendants, filed. (Whitaker, Andrew)
July 14, 2025 Filing 1 COMPLAINT in Interpleader against All Defendants (Filing fee $ 405 receipt number ATXSDC-33750333) filed by Principal Life Insurance Company. (Attachments: #1 Civil Cover Sheet) (Whitaker, Andrew)

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Defendant: Kathleen Anne Jones
Represented By: Keith Alexander Gross
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Defendant: Sharon Ellis
Represented By: Amanda Lynn Johnson
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