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"" "23STCV06307" Exact match of phrase
* negligen* Match anything after the *
( ) "motion" AND ("dismiss" OR "summary") Grouping of terms
~ "motion to dismiss"~3 Maximum number of positions allowed between matching words
AND "damages" AND "injuries" AND "relief" Both terms must appear in document
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Jami Handelman Katz Vs. Merrill Lynch, Pierce, Fenner & Smith Et Al

Case Last Refreshed: 4 months ago

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Katz, Jami Handelman, filed a(n) Malpractice - Torts case represented by Putterman, Donald Jon, against Does 1-25, Inclusive, Merrill Lynch, Pierce, Fenner & Smith, represented by Haines, Kelsey D., Herrmann, Jodie, in the jurisdiction of San Francisco County. This case was filed in San Francisco County Superior Courts with Samuel K. Feng presiding.

Case Details for Katz, Jami Handelman v. Does 1-25, Inclusive , et al.

Case Number

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Judge

Samuel K. Feng

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Filing Date

November 25, 2020

Category

Professional Negligence

Last Refreshed

December 19, 2023

Practice Area

Torts

Filing Location

San Francisco County, CA

Matter Type

Malpractice

Parties for Katz, Jami Handelman v. Does 1-25, Inclusive , et al.

Plaintiffs

Katz, Jami Handelman

Attorneys for Plaintiffs

Putterman, Donald Jon

Defendants

Does 1-25, Inclusive

Merrill Lynch, Pierce, Fenner & Smith

Attorneys for Defendants

Haines, Kelsey D.

Herrmann, Jodie

Case Documents for Katz, Jami Handelman v. Does 1-25, Inclusive , et al.

for Jami Handelman Katz Vs. Merrill Lynch, Pierce, Fenner & Smith Et Al

REQUEST FOR JUDICIAL NOTICE (TRANSACTION ID # 200026340) FILED BY DEFENDANT MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Date: March 04, 2021
for Jami Handelman Katz Vs. Merrill Lynch, Pierce, Fenner & Smith Et Al

MOTION TO STRIKE COMPLAINT / NOTICE OF MOTION & MOTION TO STRIKE PUNITIVE DAMAGES ALLEGATIONS; MEMORANDUM OF POINTS & AUTHORITIES IN SUPPORT THEREOF (TRANSACTION ID # 200026340) FILED BY DEFENDANT MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED HEARING SET FOR APR-08-2021 AT 09:30 AM IN DEPT 302

Date: March 04, 2021
for Jami Handelman Katz Vs. Merrill Lynch, Pierce, Fenner & Smith Et Al

DECLARATION OF JODIE HERRMANN LAWSON (TRANSACTION ID # 200026340) FILED BY DEFENDANT MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Date: March 04, 2021
for Jami Handelman Katz Vs. Merrill Lynch, Pierce, Fenner & Smith Et Al

DEMURRER TO COMPLAINT / NOTICE OF DEMURRER & DEMURRER TO COMPLAINT; MEMORANDUM OF POINTS & AUTHORITIES IN SUPPORT THEREOF (TRANSACTION ID # 200026340) FILED BY DEFENDANT MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED HEARING SET FOR APR-08-2021 AT 09:30 AM IN DEPT 302

Date: March 04, 2021
for Jami Handelman Katz Vs. Merrill Lynch, Pierce, Fenner & Smith Et Al

MOTION TO COMPEL ARBITRATION / NOTICE OF MOTION & MOTION TO COMPEL ARBITRATION OF PLAINTIFF'S CLAIMS AND TO STAY PROCEEDINGS PENDING ARBITRATION; MEMORANDUM OF POINTS & AUTHORITIES IN SUPPORT THEREOF (TRANSACTION ID # 200026340) FILED BY DEFENDANT MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED HEARING SET FOR APR-08-2021 AT 09:30 AM IN DEPT 302

Date: March 04, 2021
for Jami Handelman Katz Vs. Merrill Lynch, Pierce, Fenner & Smith Et Al

NON-OPPOSITION TO DEFENDANT MERRILL LYNCH, PIERCE, FENNER & SMITH INC. APPLICATION FOR ORDER ADMITTING JODIE HERRMANN LAWSON AS ITS COUNSEL PRO HAC VICE (TRANSACTION ID # 100125808) FILED BY PLAINTIFF KATZ, JAMI HANDELMAN

Date: March 08, 2021
for Jami Handelman Katz Vs. Merrill Lynch, Pierce, Fenner & Smith Et Al

JAMI HANDELMAN KATZ NOTICE OF NON-OPPOSITION TO DEFENDANT MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED MOTION TO STRIKE PUNITIVE DAMAGES ALLEGATIONS (TRANSACTION ID # 100127363) FILED BY PLAINTIFF KATZ, JAMI HANDELMAN

Date: March 25, 2021
for Jami Handelman Katz Vs. Merrill Lynch, Pierce, Fenner & Smith Et Al

PROOF OF SERVICE (TRANSACTION ID # 200028501) FILED BY DEFENDANT MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Date: April 12, 2021
for Jami Handelman Katz Vs. Merrill Lynch, Pierce, Fenner & Smith Et Al

CASE MANAGEMENT STATEMENT (TRANSACTION ID # 200040312) FILED BY DEFENDANT MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED ESTIMATED TIME FOR TRIAL: 3.0 DAYS

Date: October 01, 2021
for Jami Handelman Katz Vs. Merrill Lynch, Pierce, Fenner & Smith Et Al

CASE MANAGEMENT STATEMENT (TRANSACTION ID # 200046820) FILED BY DEFENDANT MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED ALSO FILED BY PLAINTIFF KATZ, JAMI HANDELMAN ESTIMATED TIME FOR TRIAL: 3.0 DAYS

Date: December 27, 2021
for Jami Handelman Katz Vs. Merrill Lynch, Pierce, Fenner & Smith Et Al

ORDER DENYING PLAINTIFF'S MOTION TO STRIKE LEVAGGI TERMS AND CONDITIONS EXHIBITS SUBMITTED AS EVIDENCE IN DEFENDANT MOTION TO COMPEL ARBITRATION AND ALL SUPPORTIVE PAPERS THEREWITH

Date: April 08, 2021
for Jami Handelman Katz Vs. Merrill Lynch, Pierce, Fenner & Smith Et Al

NOTICE OF APPEARANCE OF KELSEY D. HAINES AS COUNSEL (TRANSACTION ID # 200026340) FILED BY DEFENDANT MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Date: March 04, 2021
for Jami Handelman Katz Vs. Merrill Lynch, Pierce, Fenner & Smith Et Al

NOTICE TO PLAINTIFF

Date: November 25, 2020
for Jami Handelman Katz Vs. Merrill Lynch, Pierce, Fenner & Smith Et Al

OPPOSITION TO PLAINTIFFS MOTION TO STRIKE LEVAGGI TERMS AND CONDITIONS EXHIBITS (TRANSACTION ID # 66478882) FILED BY DEFENDANT MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Date: April 01, 2021
for Jami Handelman Katz Vs. Merrill Lynch, Pierce, Fenner & Smith Et Al

REPLY IN SUPPORT OF ITS DEMURRER TO PLAINTIFFS COMPLAINT (TRANSACTION ID # 66478882) FILED BY DEFENDANT MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Date: April 01, 2021
for Jami Handelman Katz Vs. Merrill Lynch, Pierce, Fenner & Smith Et Al

ORDER GRANTING MOTION TO COMPEL ARBITRATION OF PLAINTIFF'S CLAIMS AND TO STAY PROCEEDINGS PENDING ARBITRATION

Date: April 08, 2021
for Jami Handelman Katz Vs. Merrill Lynch, Pierce, Fenner & Smith Et Al

ORDER TAKING DEFENDANT'S DEMURRER TO THE COMPLAINT OFF CALENDAR AS MOOT

Date: April 08, 2021
for Jami Handelman Katz Vs. Merrill Lynch, Pierce, Fenner & Smith Et Al

CASE MANAGEMENT STATEMENT (TRANSACTION ID # 100143884) FILED BY PLAINTIFF KATZ, JAMI HANDELMAN ESTIMATED TIME FOR TRIAL: 3.0 DAYS

Date: October 07, 2021
for Jami Handelman Katz Vs. Merrill Lynch, Pierce, Fenner & Smith Et Al

CASE MANAGEMENT CONFERENCE OF OCT-27-2021 CONTINUED TO JAN-12-2022 AT 10:30 AM IN DEPARTMENT 610 FOR STATUS OF ARBITRATION STAY. NOTICE SENT BY COURT.

Date: October 07, 2021
for Jami Handelman Katz Vs. Merrill Lynch, Pierce, Fenner & Smith Et Al

REPLY IN SUPPORT OF ITS MOTION TO COMPEL ARBITRATION (TRANSACTION ID # 66478882) FILED BY DEFENDANT MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Date: April 01, 2021
for Jami Handelman Katz Vs. Merrill Lynch, Pierce, Fenner & Smith Et Al

PROOF OF SERVICE (TRANSACTION ID # 200028090) FILED BY DEFENDANT MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Date: April 05, 2021
for Jami Handelman Katz Vs. Merrill Lynch, Pierce, Fenner & Smith Et Al

STIPULATION TO CONTINUE FILING OF CASE MANAGEMENT STATEMENT (TRANSACTION ID # 200028090) FILED BY DEFENDANT MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED AS TO PLAINTIFF KATZ, JAMI HANDELMAN

Date: April 05, 2021
for Jami Handelman Katz Vs. Merrill Lynch, Pierce, Fenner & Smith Et Al

ORDER TAKING DEFENDANT'S MOTION TO STRIKE PUNITIVE DAMAGES OFF CALENDAR AS MOOT

Date: April 08, 2021
for Jami Handelman Katz Vs. Merrill Lynch, Pierce, Fenner & Smith Et Al

NOTICE OF ENTRY OF ORDER/NOTICE OF RULING FILED (TRANSACTION ID # 200028501) FILED BY DEFENDANT MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Date: April 12, 2021
for Jami Handelman Katz Vs. Merrill Lynch, Pierce, Fenner & Smith Et Al

CASE MANAGEMENT CONFERENCE OF APR-28-2021 CONTINUED TO OCT-27-2021 AT 10:30 AM IN DEPARTMENT 610 FOR STATUS OF ARBITRATION STAY. NOTICE SENT BY COURT.

Date: April 15, 2021
for Jami Handelman Katz Vs. Merrill Lynch, Pierce, Fenner & Smith Et Al

PROOF OF SERVICE BY ELECTRONIC MAIL ON OPPOSITION TO DEMURRER, OPPOSITION TO MOTION TO COMPEL ARBITRATION, OPPOSITION TO MOTION TO STRIKE AND MOTION TO STRIKE (TRANSACTION ID # 100127363) FILED BY PLAINTIFF KATZ, JAMI HANDELMAN

Date: March 25, 2021
for Jami Handelman Katz Vs. Merrill Lynch, Pierce, Fenner & Smith Et Al

OPPOSITION TO DEFENDANT MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED DEMURRER TO PLAINTIFF COMPLAINT FOR PROFESSIONAL NEGLIGENCE (MALPRACTICE); BREACH OF FIDUCIARY DUTY; AND NEGLIGENT MISREPRESENTATION (TRANSACTION ID # 100127363) FILED BY PLAINTIFF KATZ, JAMI HANDELMAN

Date: March 25, 2021
for Jami Handelman Katz Vs. Merrill Lynch, Pierce, Fenner & Smith Et Al

MOTION TO ADMIT COUNSEL PRO HAC VICE / NOTICE OF APPLICATION & APPLICATION FOR ORDER ADMITTING JODIE HERRMANN LAWSON AS ITS COUNSEL PRO HAC VICE (TRANSACTION ID # 200026340) FILED BY DEFENDANT MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED HEARING SET FOR MAR-30-2021 AT 09:30 AM IN DEPT 302

Date: March 04, 2021
for Jami Handelman Katz Vs. Merrill Lynch, Pierce, Fenner & Smith Et Al

SUMMONS ON COMPLAINT (TRANSACTION ID # 100123036), PROOF OF SERVICE ONLY, FILED BY PLAINTIFF KATZ, JAMI HANDELMAN SERVED FEB-02-2021, PERSONAL SERVICE AS TO DEFENDANT MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, A DELAWARE CORPORATION

Date: February 02, 2021
for Jami Handelman Katz Vs. Merrill Lynch, Pierce, Fenner & Smith Et Al

PLAINTIFF NOTICE OF MOTION AND MOTION TO STRIKE LEVAGGI TERMS AND CONDITIONS EXHIBITS SUBMITTED AS EVIDENCE IN DEFENDANT MOTION TO COMPEL ARBITRATION AND ALL SUPPORTIVE PAPERS THEREWITH, POINTS AND AUTHORITIES (TRANSACTION ID # 100127363) FILED BY PLAINTIFF KATZ, JAMI HANDELMAN HEARING SET FOR APR-08-2021 AT 09:30 AM IN DEPT 302

Date: March 25, 2021
for Jami Handelman Katz Vs. Merrill Lynch, Pierce, Fenner & Smith Et Al

PROFESSIONAL NEGLIGENCE, COMPLAINT FILED BY PLAINTIFF KATZ, JAMI HANDELMAN AS TO DEFENDANT MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, A DELAWARE CORPORATION DOES 1-25, INCLUSIVE NO SUMMONS ISSUED, JUDICIAL COUNCIL CIVIL CASE COVER SHEET FILED CASE MANAGEMENT CONFERENCE SCHEDULED FOR APR-28-2021 PROOF OF SERVICE DUE ON JAN-25-2021 CASE MANAGEMENT STATEMENT DUE ON APR-05-2021

Date: November 25, 2020
for Jami Handelman Katz Vs. Merrill Lynch, Pierce, Fenner & Smith Et Al

DECLARATION OF SCOTT LEVAGGI (TRANSACTION ID # 200026340) FILED BY DEFENDANT MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Date: March 04, 2021
for Jami Handelman Katz Vs. Merrill Lynch, Pierce, Fenner & Smith Et Al

CASE MANAGEMENT STATEMENT (TRANSACTION ID # 210003911) FILED BY DEFENDANT MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED ALSO FILED BY PLAINTIFF KATZ, JAMI HANDELMAN ESTIMATED TIME FOR TRIAL: 3.0 DAYS

Date: March 29, 2022
for Jami Handelman Katz Vs. Merrill Lynch, Pierce, Fenner & Smith Et Al

CASE MANAGEMENT CONFERENCE OF JAN-12-2022 CONTINUED TO APR-13-2022 AT 10:30 AM IN DEPARTMENT 610 FOR STATUS OF ARBITRATION STAY. NOTICE SENT BY COURT.

Date: December 30, 2021
for Jami Handelman Katz Vs. Merrill Lynch, Pierce, Fenner & Smith Et Al

OPPOSITION TO DEFENDANT MERRIIL LYNCH, PIERCE, FENNER & SMITH INCORPORATED MOTION TO COMPEL ARBITRATION OF PLAINTIFF CLAIMS AND TO STAY PROCEEDINGS PENDING ARBITRATION (TRANSACTION ID # 100127363) FILED BY PLAINTIFF KATZ, JAMI HANDELMAN

Date: March 25, 2021
for Jami Handelman Katz Vs. Merrill Lynch, Pierce, Fenner & Smith Et Al

DISMISSAL OF ENTIRE ACTION OF ALL PARTIES AND ALL CAUSES OF ACTION WITHOUT PREJUDICE (TRANSACTION ID # 100163030)

Date: May 03, 2022
for Jami Handelman Katz Vs. Merrill Lynch, Pierce, Fenner & Smith Et Al

NOTICE SENT TO ATTORNEY JODIE HERRMANN TO PAY PRO HAC VICE RENEWAL FEE BY APR-27-2022

Date: March 09, 2022
for Jami Handelman Katz Vs. Merrill Lynch, Pierce, Fenner & Smith Et Al

ORDER GRANTING APPLICATION TO APPEAR AS COUNSEL PRO HAC VICE FOR ATTORNEY JODIE HERRMANN FILED BY COUNSEL FOR DEFENDANT MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Date: April 01, 2021

Case Events for Katz, Jami Handelman v. Does 1-25, Inclusive , et al.

Date Type Description
August 10, 2022 Hearing CASE MANAGEMENT CONFERENCE

Judge: SAMUEL K. FENG
May 05, 2022 Docket Event ATTORNEY JODIE HERRMANN INACTIVATED FOR FAILURE TO PAY PRO HAC VICE RENEWAL FEE.
May 03, 2022 Docket Event DISMISSAL OF ENTIRE ACTION OF ALL PARTIES AND ALL CAUSES OF ACTION WITHOUT PREJUDICE (TRANSACTION ID # 100163030)
View Document
April 27, 2022 Hearing PRO HAC VICE RENEWAL FEE CALENDAR FOR ATTORNEY JODIE HERRMANN

Judge: SAMUEL K. FENG
April 13, 2022 Hearing CASE MANAGEMENT CONFERENCE

Judge: SAMUEL K. FENG
April 01, 2022 Docket Event CASE MANAGEMENT CONFERENCE OF APR-13-2022 CONTINUED TO AUG-10-2022 AT 10:30 AM IN DEPARTMENT 610 FOR STATUS OF ARBITRATION STAY. NOTICE SENT BY COURT.
March 29, 2022 Docket Event CASE MANAGEMENT STATEMENT (TRANSACTION ID # 210003911) FILED BY DEFENDANT MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED ALSO FILED BY PLAINTIFF KATZ, JAMI HANDELMAN ESTIMATED TIME FOR TRIAL: 3.0 DAYS
View Document
March 09, 2022 Docket Event NOTICE SENT TO ATTORNEY JODIE HERRMANN TO PAY PRO HAC VICE RENEWAL FEE BY APR-27-2022
View Document
March 09, 2022 Hearing PRO HAC VICE RENEWAL FEE STATUS FOR ATTORNEY JODIE HERRMANN

Judge: SAMUEL K. FENG
January 12, 2022 Hearing CASE MANAGEMENT CONFERENCE

Judge: SAMUEL K. FENG
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