Osburn v. Columbia Acorn fund et al

Federal Civil Lawsuit Massachusetts District Court, Case No. 1:04-cv-11750-REK
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Summary

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Parties
Defendant: Allan B. Muchin, Charles P. McQuaid, Columbia Acorn fund, Columbia Acorn International Fund, Columbia Acorn International Select Fund, Columbia Acorn Select, Columbia Acorn Trust, Columbia Acorn USA, Columbia Asset Allocation Fund, Columbia Balanced Fund, Columbia Balanced Fund Inc./or Columbia Common Stock Fund Inc, Columbia California Tax-Exempt Fund, Columbia Common Stock Fund, Columbia Connecticut Intermediate Municipal Bond, Columbia Connecticut Tax-Exempt Fund, Columbia Contrarian Income Fund, Columbia Corporate Bond Fund, Columbia Daily Income Company, Columbia Daily Income Company Fund, Columbia Disciplined Value Fund, Columbia Dividend Income Fund, Columbia Europe Fund, Columbia European Thematic Equity Fund, Columbia Federal Securities fund, Columbia Fixed Income Securities Fund Inc., Columbia Floating Rate Advantage Fund, Columbia Floating Rate Fund, Columbia Florida Intermediate Municipal Bond Fund, Columbia Funds Distributor, Inc., Columbia Global Equity Fund, Columbia Global Thematic Equity Fund, Columbia Growth & Income Fund, Columbia Growth Fund, Columbia Growth Fund Inc., Columbia Growth Stock Fund, Columbia High Yield fund, Columbia High Yield Fund Inc., Columbia High Yield Municipal Fund, Columbia High Yield Opportunity fund, Columbia Income Fund, Columbia Institutional Floating Rate Income Fund, Columbia Intermediate Bond Fund, Columbia Intermediate Government Income Fund, Columbia Intermediate Tax-Exempt Bond Fund, Columbia International Equity fund, Columbia International Stock Fund, Columbia International Stock Fund Inc., Columbia Large Cap Core Fund, Columbia Large Cap Growth Fund, Columbia Large Company Index Fund, Columbia Liberty Fund, Columbia Managed Municipals Fund, Columbia Management Advisors, Inc., Columbia Management Group Inc., Columbia Massachusetts Intermediate Municipal Bond Fund, Columbia Massachusetts Tax-exempt fund, Columbia Mid Cap Growth Fund, Columbia Mid Cap Growth Fund Inc., Columbia Mid Cap Value Fund, Columbia Money Market Fund, Columbia Municipal Money Market Fund, Columbia National Municipal Bond Fund Inc., Columbia New Jersey Intermediate Municipal Bond fund, Columbia New York Intermediate Municipal Bond Fund, Columbia New York Tax-Exempt fund, Columbia Newport Asia Pacific Fund, Columbia Newport Greater china fund, Columbia Newport Japan Opportunities Fund, Columbia Newport Tiger Fund, Columbia Oregon Municipal Bond Fund Inc., Columbia Pennsylvania Intermediate Municipal Bond Fund, Columbia Quality Plus Bond Fund, Columbia Real Estate Equity Fund, Columbia Real Estate Equity Fund Inc., Columbia Rhode Island Intermediate Municipal Bond Fund, Columbia Short Term Bond Fund, Columbia Short Term Bond Fund Inc., Columbia Small Cap Fund, Columbia Small Cap Growth Fund, Columbia Small Cap Growth Fund Inc., Columbia Small Cap Value Fund, Columbia Small Company Equity Fund, Columbia Small Company Index Fund, Columbia Strategic Income fund, Columbia Strategic Investor Fund Inc., Columbia Tax-Exempt Fund, Columbia Tax-exempt Insured Fund, Columbia Tax-Managed Aggressive Growth Fund, Columbia Tax-Managed Growth Fund, Columbia Tax-Managed Growth Fund II, Columbia Tax-Managed Value Fund, Columbia Technology Fund, Columbia Technology Fund Inc., Columbia Thermostat Fund, Columbia US Treasury Index Fund, Columbia Utilities Fund, Columbia Wanger Asset Management, L.P., Columbia Young Investor Fund, David C. Kleinman, Fleetboston Financial Corporation, Jerome Kahn, Jr., John A. Wing, John Does 1-100, Leo Guthart, Margaret Eisen, Ralph Wanger, Robert R. Nason, Steven Kaplan
Plaintiff: Gene F. Osburn
Attributes
Office Boston
Filed 8/10/2004
Jury Demand Plaintiff
Demand
Nature of Suit 160 - Contract: Stockholders' Suits
Cause Unknown
Jurisdiction Federal Question
Disposition Transfer/Remand - Transfer to Another District
County Suffolk
Terminated 11/30/2005
Origin 1
Reopened None
Lead Case None
Related Case
Other Court Case None
Def Custody Status
Flag CLOSED
Timeline
  Entries (15) Tab Overlap Calendar Events Tab Overlap Related (0) Tab Overlap Tools Right End
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Blank -- Filed: 11/30/2005, Entered: 6/15/2006 Terminated Case
Civil Case Terminated. (Folan, Karen)
LREF
Notice of Appearance with OCR 9 Filed: 4/7/2005, Entered: 4/7/2005 Notice of Appearance
NOTICE of Appearance by Brian E. Pastuszenski on behalf of Columbia Thermostat Fund, Columbia Acorn International Fund, Columbia Acorn International Select Fund, Columbia Acorn fund, Columbia Acorn Select, Columbia Acorn USA (Pastuszenski, Brian)
LREF
Blank -- Filed: 2/1/2005, Entered: 2/1/2005 Order on Motion for Leave to Appear
Judge Robert E. Keeton : Electronic ORDER entered granting [4] Motion for Leave to Appear Pro Hac Vice Added John W. Rotunno for Jerome Kahn, Jr; Steven Kaplan; David C. Kleinman; Allan B. Muchin; Robert R. Nason; John A. Wing; Margaret Eisen and Leo Guthart, Kenneth E. Rechtoris for Jerome Kahn, Jr; Steven Kaplan; David C. Kleinman; Allan B. Muchin; Robert R. Nason; John A. Wing; Margaret Eisen and Leo Guthart, Daniel Hayes for Jerome Kahn, Jr; Steven Kaplan; David C. Kleinman; Allan B. Muchin; Robert R. Nason; John A. Wing; Margaret Eisen and Leo Guthart, Todd E. Pentecost for Jerome Kahn, Jr; Steven Kaplan; David C. Kleinman; Allan B. Muchin; Robert R. Nason; John A. Wing; Margaret Eisen and Leo Guthart (Folan, Karen)
LREF
Blank -- Filed: 1/25/2005, Entered: 2/1/2005 Filing Fee/Payment Received
Filing fee: $ 200., receipt number 321 61652 regarding pro hac vice motions for Daniel Hayes, Kenneth Rechtoris, John Rotunno, and Todd Pentecost (Folan, Karen)
LREF
Affidavit in Support with OCR 8 Filed: 11/30/2004, Entered: 11/30/2004 Affidavit in Support
AFFIDAVIT in Support of Motion to Admit Counsel Pro Hac Vice of Todd E. Pentecost. (Egan, Timothy)
LREF
Affidavit in Support with OCR 7 Filed: 11/30/2004, Entered: 11/30/2004 Affidavit in Support
AFFIDAVIT in Support of Motion to Admit Counsel Pro Hac Vice of Daniel J. Hayes. (Egan, Timothy)
LREF
Affidavit in Support with OCR 6 Filed: 11/30/2004, Entered: 11/30/2004 Affidavit in Support
AFFIDAVIT in Support of Motion to Admit Counsel Pro Hac Vice of Kenneth E. Rechtoris. (Egan, Timothy)
LREF
Affidavit in Support with OCR 5 Filed: 11/30/2004, Entered: 11/30/2004 Affidavit in Support
AFFIDAVIT in Support of Motion to Admit Counsel Pro Hac Vice of John W. Rotunno. (Egan, Timothy)
LREF
Motion for Leave to Appear Pro Hac Vice with OCR 4 Filed: 11/30/2004, Entered: 11/30/2004, Terminated: 2/1/2005 Motion for Leave to Appear Pro Hac Vice
MOTION for Leave to Appear Pro Hac Vice by Kenneth E. Rechtoris, John W. Rotunno, Daniel J. Hayes and Todd E. Pentecost by Margaret Eisen, Leo Guthart, Jerome Kahn Jr., Steven Kaplan, David C. Kleinman, Allan B. Muchin, Robert R. Nason, John A. Wing.(Egan, Timothy)
LREF
Notice of Appearance with OCR 3 Filed: 11/30/2004, Entered: 11/30/2004 Notice of Appearance
NOTICE of Appearance by Timothy O. Egan on behalf of Margaret Eisen, Leo Guthart, Jerome Kahn Jr., Steven Kaplan, David C. Kleinman, Allan B. Muchin, Robert R. Nason, John A. Wing (Egan, Timothy)
LREF
Blank -- Filed: 9/10/2004, Entered: 9/10/2004 Notice of correction to docket made by Court staff.
Notice of correction to docket made by Court staff. Correction: Notice of appearance entered on September 9, 2004 deleted and re-entered to properly add Attorneys Frances Cohen and Matthew Lyons. Party 'Advisor/Distributor Defendants' removed from docket, as there is no such party named on the complaint. (Hurley, Virginia)
LREF
Notice of Appearance with OCR 2 Filed: 9/9/2004, Entered: 9/10/2004 Notice of Appearance
NOTICE of Appearance by Matthew M. Lyons, Frances S. Cohen on behalf of Columbia Funds Distributor, Inc., Columbia Management Advisors, Inc., Columbia Management Group Inc., Columbia Wanger Asset Management, L.P., Fleetboston Financial Corporation (Re-entered and redocketed to correct errors) (Hurley, Virginia)
LREF
Complaint with OCR 1 Filed: 8/10/2004, Entered: 8/18/2004 Complaint
COMPLAINT Filing fee: $ 150, receipt number 57889, filed by Gene F. Osburn. (Attachments: # (1) complaint part 2)(Folan, Karen)
LREF
Blank -- Filed: 8/10/2004, Entered: 8/18/2004 Magistrate Judge Assignment
If the trial Judge issues an Order of Reference of any matter in this case to a Magistrate Judge, the matter will be transmitted to Magistrate Judge Bowler. (Folan, Karen)
LREF
Blank -- Filed: 8/10/2004, Entered: 8/18/2004 Summons Issued
Summons Issued as to Columbia Funds Distributor, Inc., Columbia Management Advisors, Inc., Columbia Management Group Inc., Columbia Wanger Asset Management, L.P., Margaret Eisen, Fleetboston Financial Corporation, Leo Guthart, Jerome Kahn Jr., Steven Kaplan, David C. Kleinman, Charles P. McQuaid, Allan B. Muchin, Robert R. Nason, Ralph Wanger, John A. Wing. (Folan, Karen)
LREF

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