Source: s3://data.kl3m.ai/documents/govinfo/USCOURTS/USCOURTS-cand-3_07-cv-04127/USCOURTS-cand-3_07-cv-04127-3/pdf.json

Nature of Suit Code: 110
Nature of Suit: Insurance
Cause of Action: 29:1001 E.R.I.S.A.: Employee Retirement

---

STIPULATION AND [PROPOSED] ORDER TO CONTINUE DISCOVERY CUT-OFF 

CASE NO. C07-04127 WHA

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

STEVEN O. TEAL (SBN 58454) 

MICHAEL S. HENDERSON (SNB 175608) 

TEAL & MONTGOMERY 

815 Fifth Street, Suite 

Santa Rosa, CA 95404 

Tel. (707) 525-1212 

Fax: (707) 544-1388 

Attorneys for Plaintiff, 

JO ANNE WHITMAN 

THOMAS M. HERLIHY (SBN 83615) 

JOHN T. BURNITE (SBN 162223) 

KELLY, HERLIHY & KLEIN LLP 

44 Montgomery Street, Suite 2500 

San Francisco, CA 94104-4798 

Tel.: (415) 951-0535 

Fax: (415) 391-7808 

Email: herlihy@kelher.com

jtb@kelher.com

Attorneys for Defendant 

UNUM LIFE INSURANCE COMPANY 

OF AMERICA 

UNITED STATES DISTRICT COURT 

NORTHERN DISTRICT OF CALIFORNIA 

JO ANNE WHITMAN, 

 Plaintiff, 

 vs. 

UNUM LIFE INSURANCE COMPNAY OF 

AMERICA, and DOES 1 through 100, 

inclusive, 

 Defendant. 

) 

) 

) 

) 

) 

) 

) 

) 

) 

) 

Case No.: C07-04127 WHA 

STIPULATION AND [PROPOSED] 

ORDER TO CONTINUE DISCOVERY 

CUT-OFF 

 

Case 3:07-cv-04127-WHA Document 24 Filed 03/14/08 Page 1 of 3
-1- 

STIPULATION AND [PROPOSED] ORDER TO CONTINUE DISCOVERY CUT-OFF 

CASE NO. C07-04127 WHA

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

Plaintiff Jo Anne Whitman and defendant Unum Life Insurance Company of America 

through their respective attorneys of record hereby request that the deadline to complete nonexpert discovery and designate experts be continued from May 2, 2008 to May 29, 2008. The 

following facts establish the good cause for this request: 

1. WHEREAS counsel for both the parties contacted witnesses (the Schools 

of the Sacred Heart and The Independent School Group Life and LTD 

Insurance Trust) in December 2007 to determine whether ERISA applied 

to this matter, but were unable to reach agreement on the issue; 

2. WHEREAS on December 19, 2007, Magistrate Judge Spero scheduled a 

settlement conference for April 14, 2008; 

3. WHEREAS one of the primary reasons in setting the settlement 

conference for April 2008 was to conduct discovery related to the ERISA 

issue and resolve the ERISA issue; 

4. WHEREAS plaintiff noticed a Person Most Knowledgeable Deposition 

for the Schools of the Sacred Heart for January 23, 2008. However, 

counsel for the school requested a short continuance, and the deposition 

was reset to February 5. Due to plaintiff counsel’s illness on February 4, 

the deposition had to be rescheduled. The deposition was taken on 

February 21, 2008. 

5. WHEREAS the court reporter has not yet prepared the February 21 

deposition transcript (due to recent illness); 

6. The motion for summary judgment regarding the ERISA issue has been 

unexpectedly delayed based on the foregoing; counsel for Unum Life will 

file the motion as quickly as possible upon receipt of the deposition 

transcript. 

7. This stipulation is not presented for the purpose of delay; 

Case 3:07-cv-04127-WHA Document 24 Filed 03/14/08 Page 2 of 3
-2- 

STIPULATION AND [PROPOSED] ORDER TO CONTINUE DISCOVERY CUT-OFF 

CASE NO. C07-04127 WHA

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

8. By continuing the discovery cut-off and expert designation date to May 

29, 2008, no other pre-trial dates will be changed. 

Respectfully submitted, 

 TEAL & MONTGOMERY 

Dated: March 14, 2008 By ____________/s/_________________ 

 Michael S. Henderson 

 Attorneys for Plaintiff 

 Jo Anne Whitman 

 KELLY, HERLIHY & KLEIN LLP 

Dated: March 14, 2008 By__________/s/__________________ 

 John T. Burnite 

 Attorneys for Defendant 

UNUM Life INSURANCE COMPANY OF 

AMERICA 

IT IS SO ORDERED: 

The discovery cutoff and designation of experts is continued from May 2, 2008 to 

May 29, 2008. 

 _________________________________ 

 UNITED STATES DISTRICT JUDGE 

E:\27193\P14.doc 

U

NITED STATES DISTRICT COURT

NORTHERN DISTRICT OF CALIFORNIA

IT IS SO ORDERED

Judge William Alsup

U

NITED STATES DISTRICT COURT

NORTHERN DISTRICT OF CALIFORNIA

IT IS SO ORDERED

Judge William Alsup

Case 3:07-cv-04127-WHA Document 24 Filed 03/14/08 Page 3 of 3