Crabtree v. The Guardian Life Insurance Company of America

Federal Civil Lawsuit Tennessee Middle District Court, Case No. 3:16-cv-00976
District Judge Judge Terrence G. Berg, presiding
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District Judge Judge Terrence G. Berg
Last Updated July 29, 2025 at 5:47 PM EDT (1 year ago) Update UpdateSpaceE-Mail Alert AlertsSpaceJump Jump
Summary

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Parties
No Logo Anonymized Party [EA0ABA5], Plaintiff

Represented by Cody Allison & Associates, PLLC

Name Phone Fax E-Mail
Space K Cody Allison +1 615 234 6000 +1 615 727 0175 cody@codyallison.com
No Logo Suzanne Crabtree, Plaintiff

Represented by Cody Allison & Associates, PLLC

Name Phone Fax E-Mail
ATTORNEY TO BE NOTICED K Cody Allison +1 615 234 6000 +1 615 727 0175 cody@codyallison.com
v.
No Logo The Guardian Life Insurance Company Of America, Defendant

Represented by Ogletree, Deakins, Nash, Smoak & Stewart, PC

Name Phone Fax E-Mail
ATTORNEY TO BE NOTICED Rebecca Kay Bryant +1 312 558 1252 +1 312 807 3619 rebecca.bryant@ogletreedeakins.com
Space Rebecca Kay Bryant +1 312 558 1252 +1 312 807 3619 rebecca.bryant@ogletreedeakins.com
Space Casey M. Parker +1 615 254 1900 +1 615 254 1908 casey.parker@ogletree.com
ATTORNEY TO BE NOTICED Casey M. Parker +1 615 254 1900 +1 615 254 1908 casey.parker@ogletree.com
ATTORNEY TO BE NOTICED Mark E. Schmidtke +1 219 242 8668 +1 219 242 8669 mark.schmidtke@ogletreedeakins.com
Space Mark E. Schmidtke +1 219 242 8668 +1 219 242 8669 mark.schmidtke@ogletreedeakins.com
Attributes
Citation Section 29 U.S.C. § 1001
Nature of Suit 791 - Labor: Employee Retirement Income Security Act (ERISA)
Jurisdiction Federal Question
Case Status closed
Jury Demand None
Anonymization By SCALES
Timeline
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Legal Document (Payment Possibly Required) 30 Filed: 1/25/2017, Entered: None Unknown Document TypeCourt Filing
ORDER granting 28 Motion for Rebecca Kay Bryant to Appear Pro Hac Vice. Motion granted. Signed by Magistrate Judge Jeffery S. Frensley on 1/25/17. (am) (Entered: 01/26/2017)
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Legal Document (Payment Possibly Required) 28 Filed: 1/23/2017, Entered: None Unknown Document Type
MOTION for attorney(s) Rebecca Kay Bryant to Appear Pro Hac Vice ( paid ) by The Guardian Life Insurance Company of America. (Attachments: # 1 Attachment - Certificate of Good Standing)(am) (Entered: 01/24/2017)
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Legal Document (Payment Possibly Required)  Filed: 4/11/2017, Entered: None Unknown Document Type
Due to the resignation of Chief Judge Kevin H. Sharp and pursuant to Administrative Order Nos. 138 and 24, this case is transferred to the Honorable Terrence G. Berg, United States District Judge for the Eastern District of Michigan for all purposes. (gb)
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Legal Document (Payment Possibly Required)  Filed: 3/28/2017, Entered: None Unknown Document Type
DISREGARD DE:34, FILED IN WRONG CASE. (am)
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Legal Document (Payment Possibly Required)  Filed: 3/13/2017, Entered: None Unknown Document Type
Minute Entry for proceedings held before Magistrate Judge Jeffery S. Frensley: Telephone Conference held on 3/13/2017. Parties shall confer and file a proposed briefing schedule by 3/17/17. Parties also still in settlement discussions. (Not recorded..) (hv)
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Legal Document (Payment Possibly Required)  Filed: 1/27/2017, Entered: None Unknown Document Type
Minute Entry for proceedings held before Magistrate Judge Jeffery S. Frensley: Telephone Conference held on 1/27/2017. Parties are still trying to settle the case. Reset TC for 30 days. (hv)
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Legal Document (Payment Possibly Required)  Filed: 1/24/2017, Entered: None Unknown Document Type
State Bar status verified as active for Rebecca Kay Bryant. (am)
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Legal Document (Payment Possibly Required)  Filed: 12/1/2016, Entered: None Unknown Document Type
Minute Entry for proceedings held before Magistrate Judge Jeffery S. Frensley: Case Management Conference held on 12/1/2016, by telephone. Parties trying to settle. Order to enter. (hv)
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Legal Document (Payment Possibly Required)  Filed: 10/13/2016, Entered: None Unknown Document Type
Due to the retirement of Magistrate Judge Knowles effective 10/7/16 and pursuant to Administrative Order No. 138 entered on 10/11/16, the magistrate judge now assigned to this case is Magistrate Judge Jeffery S. Frensley. (gb)
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Legal Document (Payment Possibly Required)  Filed: 7/25/2016, Entered: None Unknown Document Type
Minute Entry for proceedings held before Magistrate Judge E. Clifton Knowles: Initial Case Management Conference held on 7/25/2016. Order to enter. (Recording: 25jul2016.) (hv)
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Legal Document (Payment Possibly Required)  Filed: 6/24/2016, Entered: None Unknown Document Type
Note to filer re DE: 8 : Pursuant to Local Rule 83.01, an Original Certificate of Good Standing, signed by a UNITED STATES DISTRICT COURT to which admitted, should be filed. (am)
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Legal Document (Payment Possibly Required)  Filed: 6/24/2016, Entered: None Unknown Document Type
BAR STATUS FOR ATTORNEY MARK E. SCHMIDTKE OF IN VERIFIED ACTIVE ON THIS DATE. (am)
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Legal Document (Payment Possibly Required)  Filed: 6/23/2016, Entered: None Unknown Document Type
BAR STATUS FOR ATTORNEY CASEY MCCLUSKEY PARKER OF TN VERIFIED ACTIVE ON THIS DATE. (am)
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Legal Document (Payment Possibly Required)  Filed: 5/25/2016, Entered: None Unknown Document Type
BAR STATUS FOR ATTORNEY K. CODY ALLSION of TN verified active on this date. (am)
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Legal Document (Payment Possibly Required) 36 Filed: 5/24/2017, Entered: 5/24/2017 Court Filing
ORDER DISMISSING CASE. Signed by Judge Terrence G. Berg on 5/24/17. (DOCKET TEXT SUMMARY ONLY-ATTORNEYS MUST OPEN THE PDF AND READ THE ORDER.)(am)
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Legal Document (Payment Possibly Required) 35 Filed: 4/10/2017, Entered: 4/10/2017
STIPULATION of Dismissal by The Guardian Life Insurance Company of America. (Attachments: # 1 Attachment Proposed Order)(Schmidtke, Mark)
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Legal Document (Payment Possibly Required) 34 Filed: 3/28/2017, Entered: 3/28/2017 Court Filing
**DISREGARD FILED IN WRONG CASE**ORDER REFERRING CASE to Magistrate Judge John S. Bryant. The parties contacted the Court to request a settlement conference with Magistrate Judge Bryant in the above-mentioned case. Upon consultation with Judge Bryants assistant, this case is REFERRED to Judge Bryant to conduct a settlement conference on April 19, 2017. Judge Bryant will enter a separate order setting forth his procedures for the conference. Signed by Magistrate Judge Jeffery S. Frensley on 3/28/17. (am) Modified on 3/28/2017 (am).
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Legal Document (Payment Possibly Required) 33 Filed: 3/28/2017, Entered: 3/28/2017 Court Filing
ORDER: The Court was contacted to advise that the parties have reached a settlement in this case. On or before April 10, 2017, the parties shall submit an agreed order of dismissal or other appropriately captioned document. The Clerk is directed to forward this file to the Honorable Kevin H. Sharp, District Judge, for his consideration of the agreed order of dismissal to be submitted on or before April 10, 2017. Any request for an extension of this deadline should be directed to Judge Sharp. Unless otherwise directed by the Court or upon motion of the parties, there will be no further proceedings before the Magistrate Judge.Judge Magistrate Judge Jeffery S. Frensley no longer assigned to case. Signed by Magistrate Judge Jeffery S. Frensley on 3/28/17. (am)
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Legal Document (Payment Possibly Required) 32 Filed: 2/14/2017, Entered: 2/14/2017 Court Filing
ORDER: Due to a conflict in the Court's calendar, the Telephonic Case Management Conference previously set for March 2, 2017, at 11:00 a.m. is continued to March 13, 2017, at 1:30 p.m. Counsel for Plaintiff shall initiate the call. Signed by Magistrate Judge Jeffery S. Frensley on 2/14/17. (am)
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Legal Document (Payment Possibly Required) 31 Filed: 1/27/2017, Entered: 1/27/2017 Court Filing
ORDER: A telephonic case management conference was held on January 27, 2017, with the undersigned. The parties advised they were still trying to work things out. The Case Management Conference is continued to March 2, 2017, at 11:00 a.m., by telephone. Plaintiff shall initiate the call. Signed by Magistrate Judge Jeffery S. Frensley on 1/27/17. (am)
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Legal Document (Payment Possibly Required) 30 Filed: 1/25/2017, Entered: 1/26/2017 Court Filing
ORDER granting 28 Motion for Rebecca Kay Bryant to Appear Pro Hac Vice. Motion granted. Signed by Magistrate Judge Jeffery S. Frensley on 1/25/17. (am)
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Legal Document (Payment Possibly Required) 29 Filed: 1/23/2017, Entered: 1/24/2017
RECEIPT #34675044372 in the amount of $75.00 posted by The Guardian Life Insurance Company of America re 28 Motion to Appear Pro Hac Vice. (am)
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Legal Document (Payment Possibly Required) 28 Filed: 1/23/2017, Entered: 1/24/2017
MOTION for attorney(s) Rebecca Kay Bryant to Appear Pro Hac Vice ( paid ) by The Guardian Life Insurance Company of America. (Attachments: # 1 Attachment - Certificate of Good Standing)(am)
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Legal Document (Payment Possibly Required) 27 Filed: 12/1/2016, Entered: 12/1/2016 Court Filing
ORDER: Telephone Conference set for 1/27/2017 10:00 AM before Magistrate Judge Jeffery S. Frensley. Signed by Magistrate Judge Jeffery S. Frensley on 12/1/16. (DOCKET TEXT SUMMARY ONLY-ATTORNEYS MUST OPEN THE PDF AND READ THE ORDER.)(am)
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Legal Document (Payment Possibly Required) 26 Filed: 11/30/2016, Entered: 11/30/2016
NOTICE of Change of Address by K. Cody Allison (Allison, K.)
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Legal Document (Payment Possibly Required) 25 Filed: 11/7/2016, Entered: 11/7/2016 Court Filing
ORDER: Due to a conflict in the Court's calendar, the Initial Case Management Conference previously set for November 9, 2016, at 11:00 a.m., is hereby RESET for December 1, 2016, at 10:30 a.m. by telephone. Counsel for the Defendant shall initiate the conference, then contact the Court at telephone number 615-736-7344. Signed by Magistrate Judge Jeffery S. Frensley on 11/7/16. (am)
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Legal Document (Payment Possibly Required) 24 Filed: 11/3/2016, Entered: 11/3/2016 Court Filing
ORDER: The Initial Case Management Conference previously set for November 3, 2016, at 10:00 a.m., is hereby RESET for November 9, 2016, at 11:00 a.m. by telephone. Counsel for the Defendant shall initiate the conference, then contact the Court at telephone number 615-736-7344. The parties shall confer on a proposed case management order which shall be filed three (3) business days prior to the conference. Signed by Magistrate Judge Jeffery S. Frensley on 11/3/16. (am)
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Legal Document (Payment Possibly Required) 23 Filed: 11/1/2016, Entered: 11/1/2016
STATUS REPORT on Parties' efforts to resolve case by EA0ABA5. (Allison, K.)
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Legal Document (Payment Possibly Required) 22 Filed: 10/31/2016, Entered: 10/31/2016 Court Filing
ORDER granting 21 Motion for Leave to Appear By Telephone. This matter is before the Court on the Defendant's Unopposed Motion to Appear by Telephone at the Case Management Conference scheduled for November 3, 2016 at 10:00 a.m. The Court, having reviewed said Motion and being duly advised, now GRANTS same. IT IS THEREFORE ORDERED all parties, including Defendant's lead counsel, Mark E. Schmidtke, shall participate in the Case Management Conference on November 3, 2016 at 10:00 a.m. by telephone. Defendant's counsel shall initiate the conference call to the Court at telephone number 615-736-7344. Signed by Magistrate Judge Jeffery S. Frensley on 10/31/16. (am)
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Legal Document (Payment Possibly Required) 21 Filed: 10/27/2016, Entered: 10/27/2016
Consent MOTION for Leave to to Appear by Telephone at Case Management Conference on November 3, 2016 at 10:00 a.m. by The Guardian Life Insurance Company of America. (Attachments: # 1 Attachment Proposed Order)(Schmidtke, Mark)
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Legal Document (Payment Possibly Required) 20 Filed: 10/25/2016, Entered: 10/25/2016
NOTICE of Filing by The Guardian Life Insurance Company of America of Administrative Record and Request for Briefing Schedule (Attachments: # 1 Attachment Claim File Part 1, # 2 Attachment Claim File Part 2, # 3 Attachment Claim File Part 3, # 4 Attachment Claim File Part 4, # 5 Attachment Claim File Part 5, # 6 Attachment Claim File Part 6, # 7 Attachment Plan Docs. Part 1, # 8 Attachment Plan Docs. Part 2)(Schmidtke, Mark)
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Legal Document (Payment Possibly Required) 19 Filed: 10/3/2016, Entered: 10/3/2016
NOTICE by EA0ABA5 Agreed Notice Re: Contents of Claims Record (Allison, K.)
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Legal Document (Payment Possibly Required) 18 Filed: 7/25/2016, Entered: 7/25/2016 Court Filing
INITIAL CASE MANAGEMENT ORDER: Subsequent Case Management Conference set for 11/3/2016 at 10:00 AM in Courtroom 661 before Magistrate Judge E. Clifton Knowles. Motions To Amend due by 9/21/2016. Discovery due by 1/13/2017. Signed by Magistrate Judge E. Clifton Knowles on 7/25/16. (DOCKET TEXT SUMMARY ONLY-ATTORNEYS MUST OPEN THE PDF AND READ THE ORDER.)(am)
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Legal Document (Payment Possibly Required) 17 Filed: 7/25/2016, Entered: 7/25/2016 Court Filing
ORDER granting 15 Motion for Leave to Appear By Telephone. Signed by Magistrate Judge E. Clifton Knowles on 7/25/16. (am)
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Legal Document (Payment Possibly Required) 16 Filed: 7/21/2016, Entered: 7/21/2016
PROPOSED CASE MANAGEMENT ORDER filed by The Guardian Life Insurance Company of America. (Parker, Casey)
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Legal Document (Payment Possibly Required) 15 Filed: 7/20/2016, Entered: 7/20/2016
MOTION for Leave to Appear via Telephone by The Guardian Life Insurance Company of America. (Parker, Casey)
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Legal Document (Payment Possibly Required) 14 Filed: 7/19/2016, Entered: 7/19/2016
ANSWER to 1 Complaint by The Guardian Life Insurance Company of America.(Parker, Casey)
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Legal Document (Payment Possibly Required) 13 Filed: 6/28/2016, Entered: 6/28/2016 Court Filing
ORDER granting 8 Motion for Mark E. Schmidtke to Appear Pro Hac Vice. Signed by Magistrate Judge E. Clifton Knowles on 6/28/16. (am)
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Legal Document (Payment Possibly Required) 12 Filed: 6/27/2016, Entered: 6/27/2016
NOTICE of Filing by The Guardian Life Insurance Company of America re 8 MOTION for attorney(s) Mark Eugene Schmidtke to Appear Pro Hac Vice (paid $75 PHV fee; receipt number 0650-2229295) (Attachments: # 1 Exhibit A - Certificate of Good Standing)(Parker, Casey)
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Legal Document (Payment Possibly Required) 11 Filed: 6/24/2016, Entered: 6/24/2016 Court Filing
ORDER granting 9 Motion for Extension of Time to File. Signed by Magistrate Judge E. Clifton Knowles on 6/24/16. (am)
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Legal Document (Payment Possibly Required) 10 Filed: 6/24/2016, Entered: 6/24/2016
CORPORATE DISCLOSURE STATEMENT filed by The Guardian Life Insurance Company of America. (Parker, Casey)
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Legal Document (Payment Possibly Required) 9 Filed: 6/23/2016, Entered: 6/23/2016
MOTION for Extension of Time to File Responsive Pleading by The Guardian Life Insurance Company of America. (Parker, Casey)
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Legal Document (Payment Possibly Required) 8 Filed: 6/23/2016, Entered: 6/23/2016
MOTION for attorney(s) Mark Eugene Schmidtke to Appear Pro Hac Vice (paid $75 PHV fee; receipt number 0650-2229295) by The Guardian Life Insurance Company of America. (Attachments: # 1 Exhibit A - Certificate of Good Standing)(Parker, Casey)
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Legal Document (Payment Possibly Required) 7 Filed: 6/22/2016, Entered: 6/22/2016
NOTICE of Appearance by Casey M. Parker on behalf of The Guardian Life Insurance Company of America (Parker, Casey)
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Legal Document (Payment Possibly Required) 6 Filed: 6/17/2016, Entered: 6/20/2016
SUMMONS returned executed The Guardian Life Insurance Company of America served on 6/6/2016. (am)
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Legal Document (Payment Possibly Required) 5 Filed: 5/26/2016, Entered: 5/26/2016
RECEIPT #34675041297 in the amount of $400.00 posted by EA0ABA5 re 1 Complaint. (am)
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Legal Document (Payment Possibly Required) 4 Filed: 5/25/2016, Entered: 5/25/2016
Summons issued as to The Guardian Life Insurance Company of America. (Summons mailed to Attorney.) (am)
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Legal Document (Payment Possibly Required) 3 Filed: 5/25/2016, Entered: 5/25/2016 Court Filing
NOTICE of Initial Case Management Conference set for 7/25/2016 at 10:00 AM in Courtroom 661 before Magistrate Judge E. Clifton Knowles. (am)
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Legal Document (Payment Possibly Required) 2 Filed: 5/25/2016, Entered: 5/25/2016 Court Filing
NOTICE/INFORMATION regarding Consent of the Parties to the Magistrate Judge. (am)
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Legal Document (Payment Possibly Required) 1 Filed: 5/25/2016, Entered: 5/25/2016
COMPLAINT against The Guardian Life Insurance Company of America, filed by EA0ABA5. (Attachments: # 1 Attachment - Civil Cover Sheet)(am)
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