Source: s3://data.kl3m.ai/documents/govinfo/USCOURTS/USCOURTS-cand-4_12-cv-05593/USCOURTS-cand-4_12-cv-05593-0/pdf.json

Nature of Suit Code: 791
Nature of Suit: Employee Retirement Income Security Act (ERISA)
Cause of Action: 28:1001 E.R.I.S.A.

---

Ropers Majeski Kohn & Bentley 

A Professional Corporation 

Redwood City 

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 

RC1/6694612.1/SMT STIPULATION AND ORDER STRIKING JURY DEMAND 

CASE NO. 4:12-CV-05593-YGR 

PAMELA E. COGAN (SBN 105089)

ROBERT M. FORNI, JR. (SBN 180841) 

ROPERS, MAJESKI, KOHN & BENTLEY 

1001 Marshall Street, Suite 500 

Redwood City, CA 94063-2052 

Telephone: (650) 364-8200 

Facsimile: (650) 780-1701 

E-mail: pcogan@rmkb.com, rforni@rmkb.com 

Attorneys for Defendants, 

LIBERTY LIFE ASSURANCE COMPANY OF BOSTON 

and THE CHARLES SCHWAB DISABILITY PLAN (erroneously sued as the 

“CHARLES SCHWAB & CO., INC., LONG TERM DISABILITY INCOME 

PLAN”)

UNITED STATES DISTRICT COURT 

NORTHERN DISTRICT OF CALIFORNIA 

JULIA BROWN, 

Plaintiff, 

v. 

LIBERTY LIFE ASSURANCE 

COMPANY OF BOSTON, CHARLES 

SCHWAB & CO., INC., LONG TERM 

DISABILITY INCOME PLAN, DOES 

ONE THROUGH DOE THIRTY-FIVE, 

INCLUSIVE, 

Defendants. 

CASE NO. 4:12-CV-05593-YGR

STIPULATION AND [PROPOSED] 

ORDER STRIKING PLAINTIFF’S JURY 

DEMAND FROM COMPLAINT 

WHEREAS, this action arises under the Employee Retirement Income Security Act of 

1974, as amended (“ERISA”), 29 U.S.C. Section 1132; 

WHEREAS, effective January 1, 2005, The Charles Schwab Disability Plan (“the Plan”), 

erroneously sued as the “Charles Schwab & Co., Inc., Long Term Disability Income Plan,” was 

insured under a group disability income policy issued by Liberty Life Assurance Company of 

Boston (“Liberty Life”) to Charles Schwab & Co., Inc, the sponsor of the Plan; 

WHEREAS, the complaint in this action pleads one claim against all defendants for relief 

under ERISA, arising from the denial of benefits under the Plan to which plaintiff alleges she is 

entitled; 

Case 4:12-cv-05593-YGR Document 10 Filed 01/03/13 Page 1 of 3
Ropers Majeski Kohn & Bentley 

A Professional Corporation 

Redwood City 

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 

-2-

RC1/6694612.1/

SMT

STIPULATION AND ORDER STRIKING JURY DEMAND 

CASE NO. 4:12-CV-05593-YGR 

WHEREAS, plaintiff requested a jury trial in this action in her Complaint, a request that 

cannot be granted under ERISA; 

IT IS STIPULATED that the jury trial requested by plaintiff shall be, and hereby is, 

stricken from her Complaint on the grounds that she has no right to a jury trial for her claim for 

relief under ERISA, because “the remedies available to a participant or beneficiary under ERISA 

are equitable in nature and the Seventh Amendment does not require that a jury trial be afforded 

for claims made by participants or beneficiaries.” (Thomas v. Oregon Fruits Products Co., 228 

F.3d 991, 997 (9th Cir. 2000).) 

All signatories to this Stipulation, and on whose behalf the filing is submitted, concur in 

the Stipulation’s content and have authorized its filing. 

IT IS SO STIPULATED. 

Dated: December 19, 2012 LAW OFFICES OF BENNETT M. COHEN 

By: /s/ Bennett M. Cohen 

BENNETT M. COHEN 

Attorneys for Plaintiff, JULIA BROWN 

Dated: December 19, 2012 ROPERS, MAJESKI, KOHN & BENTLEY 

By: /s/ Robert M. Forni, Jr. 

PAMELA E. COGAN 

ROBERT M. FORNI, JR. 

Attorneys for Defendants, LIBERTY LIFE 

ASSURANCE COMPANY OF BOSTON and 

The CHARLES SCHWAB DISABILITY PLAN

/// 

/// 

/// 

/// 

/// 

Case 4:12-cv-05593-YGR Document 10 Filed 01/03/13 Page 2 of 3
Ropers Majeski Kohn & Bentley 

A Professional Corporation 

Redwood City 

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 

-3-

RC1/6694612.1/

SMT

STIPULATION AND ORDER STRIKING JURY DEMAND 

CASE NO. 4:12-CV-05593-YGR 

[PROPOSED] ORDER 

 IT IS HEREBY ORDERED that, pursuant to the parties’ stipulation, plaintiff’s demand 

for jury trial is hereby stricken from in the complaint in this action. 

Dated: January 2, 2013 By: ____________________________________ 

YVONNE GONZALEZ ROGERS

UNITED STATES DISTRICT COURT JUDGE

Case 4:12-cv-05593-YGR Document 10 Filed 01/03/13 Page 3 of 3