The Guardian Life Insurance Company of America v. Estate of Edward A. Kohls

Federal Civil Lawsuit Wisconsin Western District Court, Case No. 3:17-cv-00427
District Judge James D. Peterson, presiding
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District Judge James D. Peterson
Last Updated July 30, 2025 at 2:33 AM EDT (1 year ago) Update UpdateSpaceE-Mail Alert AlertsSpaceJump Jump
Summary

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Parties
No Logo The Guardian Life Insurance Company Of America, Plaintiff

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

Name Phone Fax E-Mail
LEAD ATTORNEY, 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
LEAD ATTORNEY, ATTORNEY TO BE NOTICED Mark E. Schmidtke +1 219 242 8668 +1 219 242 8669 mark.schmidtke@ogletreedeakins.com
v.
No Logo Anonymized Party [3FD3F1D], Defendant

Represented by Unknown Firm

Name Phone Fax E-Mail
Space Glenn Richard White
No Logo Anonymized Party [437BD2E], Defendant

Represented by weldriley.com Law Firm Placeholder

Name Phone Fax E-Mail
Space Glenn Richard White +1 715 839 7786 +1 715 839 9609 rwhite@weldriley.com
No Logo Anonymized Party [E0B6479], Defendant

Represented by Unknown Firm

Name Phone Fax E-Mail
Space Matthew A. Biegert
No Logo Anonymized Party [F4E5984], Defendant

Represented by Unknown Firm

Name Phone Fax E-Mail
Space Matthew A. Biegert
No Logo Bruce A. Kohls, Defendant

Represented by doardrill.com Law Firm Placeholder

Name Phone Fax E-Mail
Space Matthew A. Biegert +1 715 246 2211 +1 715 246 4405 mbiegert@doardrill.com
No Logo Cody A. Kohls, Defendant

Represented by weldriley.com Law Firm Placeholder

Name Phone Fax E-Mail
Space Glenn Richard White +1 715 839 7786 +1 715 839 9609 rwhite@weldriley.com
No Logo Estate of Edward A. Kohls, Defendant

Represented by Unknown Firm

Name Phone Fax E-Mail
Space Matthew A. Biegert

Represented by doardrill.com Law Firm Placeholder

Name Phone Fax E-Mail
Space Matthew A. Biegert +1 715 246 2211 +1 715 246 4405 mbiegert@doardrill.com
No Logo Jennifer Powers, Defendant

Represented by Unknown Firm

Name Phone Fax E-Mail
Space Matthew A. Biegert

Represented by doardrill.com Law Firm Placeholder

Name Phone Fax E-Mail
Individually, and as Special Administrator of the Estate of Edward Kohls Matthew A. Biegert +1 715 246 2211 +1 715 246 4405 mbiegert@doardrill.com
No Logo Laurie R. Kohls, Defendant

Represented by doardrill.com Law Firm Placeholder

Name Phone Fax E-Mail
Space Matthew A. Biegert +1 715 246 2211 +1 715 246 4405 mbiegert@doardrill.com
No Logo Tammi Morken, Defendant

Represented by weldriley.com Law Firm Placeholder

Name Phone Fax E-Mail
Space Glenn Richard White +1 715 839 7786 +1 715 839 9609 rwhite@weldriley.com
Other Parties
No Logo Anonymized Party [437BD2E], Cross defendant

Represented by Unknown Firm

Name Phone Fax E-Mail
Space Glenn Richard White
No Logo Anonymized Party [E0B6479], Cross claimant

Represented by Unknown Firm

Name Phone Fax E-Mail
Space Matthew A. Biegert
No Logo Anonymized Party [F4E5984], Cross claimant

Represented by Unknown Firm

Name Phone Fax E-Mail
Space Matthew A. Biegert
Attributes
Citation Section 29 U.S.C. § 1132
Nature of Suit 791 - Labor: Employee Retirement Income Security Act (ERISA)
Jurisdiction Federal Question
Case Status closed
Jury Demand None
Anonymization By SCALES
Timeline
  Entries (20) Tab Overlap Calendar Events Tab Overlap Related (0) Tab Overlap Tools Right End
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Legal Document (Payment Possibly Required)  Filed: 1/26/2018, Entered: None Unknown Document Type
Pursuant to Fed. R. Civ. P. 41(a)(1), this case is closed without further order of the court. (arw/ikc)
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Legal Document (Payment Possibly Required)  Filed: 9/5/2017, Entered: None Unknown Document Type
Minute Entry for proceedings held before Magistrate Judge Stephen L. Crocker: Telephone Preliminary Pretrial Conference held on 9/5/2017 [:20] (cak)
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Legal Document (Payment Possibly Required)  Filed: 8/4/2017, Entered: None Unknown Document Type
Set Pretrial Conference: Telephone Pretrial Conference set for 9/5/2017 at 1:30 PM before Magistrate Judge Stephen L. Crocker. Counsel for Plaintiff responsible for setting up the call to chambers at (608) 264-5153. Standing Order Governing Preliminary Pretrial Conference attached. (arw)
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Legal Document (Payment Possibly Required)  Filed: 6/5/2017, Entered: None Unknown Document Type
Case randomly assigned to District Judge James D. Peterson and Magistrate Judge Stephen L. Crocker. (voc)
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Legal Document (Payment Possibly Required)  Filed: 6/5/2017, Entered: None Unknown Document Type
Standard attachments for Judge James D. Peterson required to be served on all parties with summons or waiver of service: NORTC, Corporate Disclosure Statement. (voc)
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Legal Document (Payment Possibly Required) 15 Filed: 1/25/2018, Entered: 1/25/2018
STIPULATION of Dismissal, (Attachments: # 1 Cover Letter, # 2 Text of Proposed Order) (White, Glenn)
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Legal Document (Payment Possibly Required) 14 Filed: 9/8/2017, Entered: 9/8/2017 Court Filing
Pretrial Conference Order: Amendments to the Pleadings due 10/20/2017. Dispositive Motions due 3/1/2018. Settlement Letters due 9/14/2018. Rule 26(a)(3) Disclosures and Motions in Limine due 9/21/2018. Responses due 10/5/2018. Final Pretrial Conference set for 10/17/2018 at 4:00 PM. Court Trial set for 10/24/2018 at 9:00 AM. Signed by Magistrate Judge Stephen L. Crocker on 9/8/2017. (arw)
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Legal Document (Payment Possibly Required) 13 Filed: 8/31/2017, Entered: 8/31/2017
Report of Rule 26(f) Planning Meeting. (Biegert, Matthew)
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Legal Document (Payment Possibly Required) 12 Filed: 8/4/2017, Entered: 8/4/2017
ANSWER and CROSSCLAIM against Defendant 437BD2E by Defendants Estate of Edward A. Kohls, Jennifer Powers, Bruce W. 437BD2E79 (Biegert, Matthew) Modified on 8/4/2017. (arw)
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Legal Document (Payment Possibly Required) 11 Filed: 8/3/2017, Entered: 8/3/2017
ANSWER by Defendant 3FD3F1D. (White, Glenn)
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Legal Document (Payment Possibly Required) 10 Filed: 8/3/2017, Entered: 8/3/2017
ANSWER by Defendant 437BD2E. (White, Glenn)
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Legal Document (Payment Possibly Required) 9 Filed: 7/7/2017, Entered: 7/7/2017
Waiver of Service Returned Executed by Defendant 3FD3F1D. 3FD3F1D waiver sent on 6/8/2017, answer due 8/7/2017. (Bryant, Rebecca)
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Legal Document (Payment Possibly Required) 8 Filed: 7/7/2017, Entered: 7/7/2017
Waiver of Service Returned Executed by Defendant Estate of Edward A. Kohls. Estate of Edward A. Kohls waiver sent on 6/8/2017, answer due 8/7/2017. (Bryant, Rebecca)
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Legal Document (Payment Possibly Required) 7 Filed: 7/7/2017, Entered: 7/7/2017
Waiver of Service Returned Executed by Defendant Jennifer Powers. Jennifer Powers waiver sent on 6/8/2017, answer due 8/7/2017. (Bryant, Rebecca)
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Legal Document (Payment Possibly Required) 6 Filed: 7/6/2017, Entered: 7/6/2017
Waiver of Service Returned Executed by Defendant F4E5984. F4E5984 waiver sent on 6/8/2017, answer due 8/7/2017. (Bryant, Rebecca)
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Legal Document (Payment Possibly Required) 5 Filed: 7/6/2017, Entered: 7/6/2017
Waiver of Service Returned Executed by Defendant E0B6479. E0B6479 waiver sent on 6/8/2017, answer due 8/7/2017. (Bryant, Rebecca)
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Legal Document (Payment Possibly Required) 4 Filed: 6/30/2017, Entered: 6/30/2017
Waiver of Service Returned Executed by Defendant 437BD2E. 437BD2E waiver sent on 6/8/2017, answer due 8/7/2017. (Bryant, Rebecca)
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Legal Document (Payment Possibly Required) 3 Filed: 6/6/2017, Entered: 6/6/2017
Corporate Disclosure Statement by Plaintiff The Guardian Life Insurance Company of America. (Bryant, Rebecca)
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Legal Document (Payment Possibly Required) 2 Filed: 6/5/2017, Entered: 6/5/2017
Summons Issued as to F4E598479 3FD3F1D, Jennifer Powers. (Attachments: # 1 Summons Jennifer Powers, # 2 Summons F4E5984, # 3 Summons E0B6479, # 4 Summons 3FD3F1D) (voc)
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Legal Document (Payment Possibly Required) 1 Filed: 6/2/2017, Entered: 6/2/2017
COMPLAINT IN INTERPLEADER against Estate of Edward F4E598479 3FD3F1D, Jennifer Powers. Service to be completed by Waiver of Service of Summons. ( Filing fee $ 400 receipt number 0758-2039389.), filed by The Guardian Life Insurance Company of America, (Attachments: # 1 Exhibit A - Plan Document, # 2 Exhibit B - Death Certificate, # 3 Exhibit C - Beneficiary Designation, # 4 Exhibit D - Claim Forms, # 5 JS-44 Civil Cover Sheet, # 6 Summons - 437BD2E, # 7 Summons - Jennifer Powers, # 8 Summons - F4E5984, # 9 Summons - E0B6479, # 10 Summons - 3FD3F1D) (Bryant, Rebecca) Modified on 6/5/2017. (lak)
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