Document ID: s3://data.kl3m.ai/documents/govinfo/USCOURTS/USCOURTS-cand-3_07-cv-04230/USCOURTS-cand-3_07-cv-04230-3/pdf.json

Parties Involved:
Sherry R. Carr
Plaintiff
Tamara Partridge
Plaintiff
Shea Mortgage, Inc.
Defendant

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SCOTT EDWARD COLE (State Bar No. 160744)

MATTHEW R. BAINER (State Bar No. 220972)

CARRIE S. LIN (State Bar No. 241849)

SCOTT COLE & ASSOCIATES, APC

1970 Broadway, Ninth Floor

Oakland, CA 94612

Telephone: (510) 891-9800

Facsimile: (510) 891-7030

E-mail: clin@scalow.com

Attorneys for Plaintiff TAMARA PARTRIDGE

MALCOLM A. HEINICKE (State Bar No. 194174)

TYLER ROOZEN (State Bar No. 248669)

MUNGER, TOLLES & OLSON LLP

560 Mission Street

Twenty-Seventh Floor

San Francisco, CA 94105

Telephone: (415) 512-4000

Facsimile: (415) 512-4001

E-mail: Malcolm.Heinicke@mto.com

Attorneys for Defendant

SHEA MORTGAGE INC.

UNITED STATES DISTRICT COURT

NORTHERN DISTRICT OF CALIFORNIA

SHERRY R. CARR individually, and on 

behalf of all others similarly situated,

Plaintiffs, vs.

SHEA MORTGAGE INC.,

Defendant.

CASE NO. C07-04230 BZ

STIPULATION AND [PROPOSED] 

ORDER SUBSTITUTING TAMARA 

PARTRIDGE IN AS NAMED 

PLAINTIFF/PROPOSED CLASS 

REPRESENTATIVE

Judge: Honorable Bernard Zimmerman

Case 3:07-cv-04230-BZ Document 23 Filed 04/14/08 Page 1 of 5
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- 1 - STIPULATION AND [PROPOSED] ORDER - CASE NO. C07-04230 BZ

WHEREAS the above-entitled action was pled as a putative class action on behalf 

of a proposed class of persons employed by Defendant Shea Mortgage, Inc. (hereinafter Shea

Mortgage ) as Loan Counselors (sometimes also referred to as Loan Representatives) during the 

proposed class period, and the action alleges, inter alia, misclassification of putative class 

members as exempt employees, resulting in failure to pay overtime wages and failure to 

provide meal and rest breaks; and other remedies associated with alleged misclassification; 

WHEREAS in a putative class action, one or more named plaintiffs brings the 

action and seeks to represent and act on behalf of the putative class;

WHEREAS the parties have conducted formal and informal discovery into the 

claims and defenses in this action;

WHEREAS pursuant to a stipulated case management order of this Court, the 

parties consented to and participated in private mediation on March 5, 2008 with respected 

employment mediator David Rotman, Esq.;

WHEREAS through hard-fought negotiations and with the considerable assistance 

of Mr. Rotman, putative Class Counsel Scott Cole & Associates, APC ( Class Counsel ) and 

Shea Mortgage and its counsel arrived at a class-wide settlement agreement, which is conditioned 

on Court approval;

WHEREAS current Class Representative Sherry R. Carr has declined to accept the 

terms of the above-referenced settlement agreement for herself or on behalf of the class;

WHEREAS Class Counsel believes that the terms of the tentative settlement 

agreement are fair and reasonable, and should be presented to the proposed class;

WHEREAS Tamara Partridge is a member of the proposed class who has been 

apprised of the terms of the tentative settlement agreement, and has expressly agreed to the terms 

of this settlement; 

WHEREAS Tamara Partridge has consented to be, and wishes to act as, the named 

plaintiff in this action, and is willing to serve as the putative Class Representative and will 

advocate for the settlement s approval on behalf of the class;

WHEREAS Tamara Partridge is represented by Class Counsel;

Case 3:07-cv-04230-BZ Document 23 Filed 04/14/08 Page 2 of 5
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- 2 - STIPULATION AND [PROPOSED] ORDER - CASE NO. C07-04230 BZ

WHEREAS based on the foregoing representations, Shea Mortgage has consented 

to the substitution of Tamara Partridge as the new named plaintiff and proposed class 

representative in place of Sherry R. Carr; 

WHEREAS as inherently recognized by this Court s March 19, 2008 Case

Management Conference Order (Dckt. # 19) requiring the parties to submit a stipulation such as 

the instant pleading, district courts have the authority to, and commonly do, permit the sort of 

substitution proposed in situations such as the one at bar, see, e.g., Olden v. LaFarge Corp., 472 

F.Supp.2d 922, 937-39 (E.D. Mich. 2007); Heit v. Van Ochten, 126 F.Supp.2d 487, 494-95 (W.D. 

Mich. 2001);

WHEREAS this Court s March 19, 2008 Case Management Conference Order 

(Dckt. # 19) requires the parties to submit a stipulation effectuating the substitution of Tamara 

Partridge for Sherry R. Carr as the named plaintiff and proposed class representative no later than

April 7, 2008;

WHEREAS per this Court s March 19, 2008 Case Management Conference Order 

(Dckt. # 19), Plaintiff Partridge plans to file a First Amended Complaint that will (1) reflect her 

substitution in as the named plaintiff and proposed representative plaintiff in this case, to wit 

replacing Sherry R. Carr as the named plaintiff and proposed representative plaintiff; and (2) add 

a claim for relief, i.e., a claim for failure to reimburse necessary business expenses;

WHEREAS Shea Mortgage stipulates to the filing of a First Amended Complaint 

consistent with the above, but in no way concedes any liability or prejudices its right to deny any 

or all such claims in any manner; and

WHEREAS Shea Mortgage will have thirty (30) to respond to the First Amended 

Complaint, unless the parties stipulate otherwise:

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Case 3:07-cv-04230-BZ Document 23 Filed 04/14/08 Page 3 of 5
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- 3 - STIPULATION AND [PROPOSED] ORDER - CASE NO. C07-04230 BZ

IT IS THEREFORE STIPULATED AND AGREED, by and between the parties 

hereto through their attorneys of record, that the Court enter the proposed Order set forth below. I, Malcolm A. Heinicke, attest that I have obtained concurrence from Scott Cole in 

the filing of this Stipulation and Proposed Order Substituting Tamara Partridge in as Named 

Plaintiff/Proposed Class Representative. See N.D. Cal. General Order 45 § 10(B). DATED: April 3, 2008 SCOTT COLE AND ASSOCIATES, APC

By: /s/ Scott Cole_______________

SCOTT COLE

Attorneys for Plaintiff

SHERRY R. CARR 

DATED: April 3, 2008 MUNGER TOLLES AND OLSON LLP

By /s/ Malcolm A. Heinicke_______

MALCOLM A. HEINICKE

Attorneys for Plaintiff

SHEA MORTGAGE INC.

Case 3:07-cv-04230-BZ Document 23 Filed 04/14/08 Page 4 of 5
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- 4 - STIPULATION AND [PROPOSED] ORDER - CASE NO. C07-04230 BZ

[PROPOSED] ORDER

GOOD CAUSE APPEARING, THE COURT HEREBY ORDERS AS 

FOLLOWS: Tamara Partridge is hereby substituted in as the named plaintiff and proposed class 

representative in this action, and Sherry R. Carr is removed from this position with no prejudice 

to her individual claims and no effect on her status as a member of the proposed class. All future 

filings in this case shall list Tamara Partridge as the plaintiff in the caption. No later than April 

21, 2008, Plaintiff Tamara Partridge shall file a First Amended Complaint per the terms of this 

stipulation, and Shea Mortgage shall have thirty (30) to respond to the First Amended Complaint, 

unless the parties stipulate otherwise.

Dated: April , 2008 By: _________________________________ Hon. Bernard Zimmerman,

United States Magistrate Judge

4764931.2

14

UNITED STATES DISTRICT COURT

NORTHERN DISTRICT OF CALIFORN

I

A

IT IS SO ORDERED

Judge Bernard Zimmerman

Case 3:07-cv-04230-BZ Document 23 Filed 04/14/08 Page 5 of 5