Preview
CM-110
ATTORNEY OR PARTY wlTHOUT'TTORNEY IName, Sfale Baf numder a 0 address(
Alan F. Hunter, FOR COURT USE ONLY
Esq. (SBN 099805) Elizabeth Gong Landess, Esq (SBN 138353)
GAVIN CUNNINGHAM 8 HUNTER
1530 The Alameda, Suite 210 ELECTRONICALLY FILED
San Jose, CA 95126 Superior Court of California
408-294-8500
County of Santa Cruz
TELEPHONE NO FAX NO (Opao fi408-294-8596
Evpiu ADDREss (opfo hunter@gclittigation corn
6/24/2020 11:30 AM
aif landess gciltigation.corn
ATToRNEY FDR (Name(Def Rafael Garcia, Jr. Alex Calvo, Clerk
SUPERIOR COURT OF CALIFORNIA, COUN1'Y OF SANTA CRUZ By: Declan Salsedo, Deputy
sTREET ADDRESS 701 Ocean Street
MAILING ADDRESS
Santa Cruz, CA 95060
cITY AND z(P coDE
BRANcHNAMF Santa Cruz Courthouse
PLAINTIFF/PETITIONER Daphne Beletsis, et gi
DEFENDANT/RESPONDENT Theta Chi Fraternity, Inc
Bt ai
CASE MANAGEMENT STATEMENT
(Check one): ~» UNLIMITED CASE
(Amount demanded
~ LIMITED CASE
(Amount demanded is $ 25,000
CASE NUMBER
19CV03287
exceeds $ 25,000) or less)
A CASE MANAGEMENT CONFERENCE is
Date July 20, 2020 Time.
scheduled as follows.
8.30 am
Address of court (if different from the address above)
Dept.. 10 Div 'oom
~x Notice of Intent to Appear by Telephone, by (name): Alan F Hunter or Elizabeth Gong Landess
INSTRUCTIONS: All applicable boxes must be checked, and the specified information must be provided.
1
a
b.
~
Party or parties (answer one).
~ This statement is submitted by party (name). Defendant, Rafaei Garcia, Jr
This statement is submitted jointly by parties (names).
2 Complaint and cross-complaint (to be answered by plaintiffs and cross-compiamants oniy)
a. The complaint was filed on
b. ~ (date).
The cross-complaint, if any, was filed on(date).
3
a.
b.
~
Service (to be answered by plaintiffs and cross-comp(a(nants only)
~ Ail parties named in the complaint and cross-complaint have been served,
The following parties named inthe complaint or cross-complaint
have appeared, or have been dismissed
(1) ~ have not been served (specify names and exp/ain yvby nol).
(2) ~ have been served but have not appeared and have not been dismissed (specify names)
(3) ~ have had a default entered against them (spemfy names).
c. ~ The following additional parties may be added (specify names,
they may be served)
naiure of mvoiuementin case, and date by which
4. Description of case
a. Type of case in ~x complaint cross-complaint (Describe, rnciuding causes of action).
Vyrongful death and survival action
PageI of 5
Form Adopled for Mardatory iJse Cal
o'al forn a
Judfoal co nol CASE MANAGEMENT STATEMENT R les of Co
F„
f,es 3 720-3 730
CM-110IRey J 201II
ly I wwyyoomfs oa goy
CM-110
PLAINTIFF/PETITIONER
L
Daphne Beletsis, et Bl. CASE NUMBER
DEFENDANT/RESPONDENT Theta Chi Fraternity, Inc, et
Bl
19CV03287
4. b Provide a brief statement of the case, including any damages. (If persona/ in/ury damages are sought, specify the in/ury and
damages cia/med, inc/uding medical expenses to date (Indicate source and amount), estimated future medica/ expenses, lost
earnings to date,and estimated /u(ure lost earnrngs. If equi(able relieF is sought,
descnbe the nature of the relief)
This is a wrongful death and sunnval action ansing from the fall and eventual death of Plaintiffs'on from a second story
window. Plaintiffs are seeking damages arising from the wrongful death and the medical costs incurred pnor to his death
~ (If more space is needed,
Jury or nonjury trial
check thrs box and attach a page designated as Attachment 4b )
5
a The party or parties request ~5
requesting a jury tnat)
ajurytrtiai ~ a nonjurytrial (//more than one party, provide the name ofeach party
date
6.
a.
b
~
Trial
~x
The tnal has been set for
No tnal date has been set
(date)
This case will be ready for tnal within 12 months of the date of the filing of the complaint
(if
not,explain):
Due to the nature of the case, the number of parties and the Covid-19 closures it will not be ready for tnal by 2/2021
c Dates on which parsee or attorneys will not be available for trial (specify dates and explain reasons for unavailability)
Trials. 7/20-31/2020, 8/17-25/2020, 9/28-10/6/2020; 10/30-11/10/2020; 11/30-12/11/2020; 1/25-2/2/2021; 2/22-3/5/2021;
3/19-26/2021; 4/12-20/2021, and 1/1 4-1/25/2022
7. Estimated length of trial
The party or parties estimate that the trial take (check one):
will
a
8
~
~5 days (specify number). 10-15
hours (short causes) (specify)
Trial representation (to be answered for each party)
The party or parties will be represented at tnal ~x by the attorney or party hated in the caption by the following
a Attorney
b Firm.
c. Address:
d Telephone number f Fax number.
~
e E-mail address.
Additional representation is descnbed in Attachment 8.
Preference
g Party represented:
9.
10
~ This case is entitled to preference (specify code section)
Alternative dispute resolution (ADR)
a ADR information package. Please note that different ADR processes are available in different courts and communities, read
the ADR information package provided by the court under rule 3 221 for information about the processes available through the
court and community programs in this case
(1) For parties represented by counsel Counsel ~5 has ~ has not prowded the ADR information package identified
(2)
in rule 3 221
For self-represented parties: Party~ has ~
to the client and reviewed ADR options with the client.
has not rewewed the ADR information package identified in rule 3221.
b.
(1)~
Referral to judicial arbitration or civil action mediation (if available)
This matter is sublect to mandatory iudicial arbitration under Code of Civil Procedure section 1141
11 or to mvil action
mediation under Code of Civil Procedure section 1775 3 because the amount in controversy does not exceed the
(2)~ statutory limit.
Plaintiff elects to refer this case to judicial arbitration and agrees to limit recovery to the amount specified in Code of
(3)~ Civil Procedure section 1141 11.
This case is exempt from judicial arbitration under rule 3 811
mediation under Code of Civil Procedure section 1775 et seq
of the California Rules of Court or from civil action
(specity exemption).
CM 110 IR '.
0 ly 0011i
F505 2
CASE MANAGEMENT STATEMENT Of 5
CM-110
PLAINTIFF/PETITIONER'aphne Beletsis, et ai CASE NiJMSER
t 9CV03287
LDEFENDANT/RESPONDENT Theta Chi Fraternity, Inc, et ai
10. c, Indicate the ADR process or processes thai the party or parties are willing to participate in, have agreed to participate
in, or
have already participated in (check a/I that apply and provide the specified information).
The party or parties completing If the party or partres completing this form rn the case have agreed to
this form are willing to partiapate in or have already completed an ADR process or processes,
participate in the following ADR indicate the status of the processes (attach a copy of the parties'DR
processes (check a/I that apply). stipulation)
~x Mediation session not yet scheduled
(1) Mediation
~
~ Mediation session scheduled for (date)
Agreed to complete mediation by (date).
~ Mediation completed on (dale)
~x Settlement conference not yet scheduled
(2) Settlement
conference
~
~
Settlement conference scheduled for (dale)
Agreed to complete settlement conference by(date).
~ Settlement conference completed on (dale)
~
~ Neutral evaluation not yet scheduled
Neutral evaluation scheduled for
(3) Neutral evaluation
~
~
(dafe)
Agreed to complete neutral evaluation by (date).
Neutral evaluation completed on (dale):
~
~ Judicial arbitration not yet scheduled
Judiaal arbitration scheduled for
Nonbinding iudicial
(JI)
arbitration ~
~
(date).
Agreed to complete judiaal arbitration by
Judiaal arbitration completed on (date):
(dale)
~
~ Pnvate arbitration not yet scheduled
Pnvate arbitration scheduled for
(5) Binding private
arbitration ~
~
(datei
Agreed to complete pnvate arbitration by
Pnvate arbitration completed on (date):
(dale)
~
~ ADR session not yet scheduled
ADR session scheduled for
(6) Other (specify)
~
~ ADR completed on (dale).
(dale)
Agreed to complete ADR session by (dale):
CM-110 IR July
1,2011I Pugu3 uf
5
CASE MANAGEMENT STATEMENT
r
11
PLAINTIFF/PETITIONER.
DEFENDANT/RESPONDENT
Insurance
a. ~x
Daphne Beletsis et ai
Theta Chi Fraternity
Insurance carrier,
Inc, et ai
any, for party filing this statement
cess RBMBER
19ct/03287
CM-110
~ ~ (name)
if
b. Reservation of rights. Yes
c ~ Coverage issues
No
significantly affect resolution of this case
will (explain)
12 Jurisdiction
Status
Bankruptcy ~
indicate any matters that may affect the court's junsdiction or processing of this case and describe the status.
Other (specify):
13
a. ~
Related cases, consolidation, and coordination
There are companion, underlying, or related cases
(1) Name of case.
(2) Name ofcourt
(3) Case number
Status.
~ (4)
Additional cases are described inAttachment 13a.
b. ~ A motion to ~ consohdate ~ coordinate will be filed by
(name party)
14. Bifurcation
~ The party or parties intend to file a motion for an order bifurcating, sevenng, or coordinating the following issues or causes of
action (spec/fy moving party, type of motion,and reasons).
15 Other motions
~x The party or parties expect to file the following motions before trial
(specify moving party, type of motion,and issues)
The following motions are set Demurrer 7/22/20, Demurrer and Motion to Stnke 8/31/20
16 Discovery
a.
b
~
~x
The party or parties have completed all discovery
The following discovery will be completed by the date specified (descnbe a// anticipated discovery)
~Part Descnotion Date
Defendant I/1/ntten discovery and inspections December2020
Defendant Party and witness depositions May-June 2021
Defendant Expert discovery Per code
c. ~x The following discovery issues, including issues regarding the discovery of electronically stored information, are
anticipated (specify)
The parties are currently attempting to informally resolve a dispute over subpoenas to UC Santa Cruz for various records and
documents relating to the vanous defendants
Cia 110I,Re
ivy'.201II
CASE MANAGEMENT STATEMENT Page 4 of 5
CM-110
PLAINTIFF/PETITIONER Dsphne Beletsis, et ai CASF. NUMBER
DEFENDANT/RESPONDENT Theta Chi Fraternity, Inc, et al 19CV03287
17 Economic litigation
a. ~ This is a limited civil case (i e., the amount demanded is $ 25,000 or less) and the economic litigation procedures in Code
of Civil Procedure sections 90-98 will apply to this case
b. ~ This is a limited civil case and a motion to withdraw the case from the economic litigation procedures or for additional
discovery will be filed
(if checked, exp/am specifically why economic iiiiga(ion procedures relating io discovery or trial
should noi apply io th/s case)
18 Other issues
~ The party or parties request that the following additional matters be considered or determined at the case management
conference (specify)
19 Meet and confer
a. ~ The party or parties have met and conferred with all parties on all subiects required by rule 3 724 of the California Rules
of Court (if not,
expiain):
The parties have a conference call scheduled for 7/1/20 to discuss the discovery dispute and it is anticipated that other
issues, such as ADR will also be discussed that that time
b. ~ After meeting and conferring
(specify)
as required by rule 3 724 of the California Rules of Court, the parties agree on the following
20 Total number of pages attached (if any):
Iam completely familiar with this case and will be fully prepared to discuss the status of discovery and
as well as other issues raised by this statement, and will possess the authority to enter into stipulation
the case management conference, including the wntten authonty of the party where required
Date June 24, 2020
Elizabeth Gong Landess, Esq.
ITYPE OR PRINT NAME)
(TYPE OR PRINT NAME) 0
~
(SIONATURF OF P~RTY AITORNFY)
Additional signatures are attached
cM 110 IReY Tuv
I2511I
CASE MANAGEMENT STATEMENT PB 5 15
Case Name: Beletis. et al. v. Theta Chi Fraternitv, Inc„et al.
Case No.; 19CV03287
PROOF OF SERVICE
Icertify and declare as I'ollows: I am over the age of 18 years, and not a party to the within
2
action. My business address is 1530 The Alameda, Suite 210, San Jose, California 95126, v hich
a
is located in thc county where the mailing described belov, took place. The documents which are
4
the subject of this Proof of Service are:
5
CASE IVIANAGEMENT CONFERENCE STATEMFNT
On the date listed below, I served the above documents by placing a true and correct copy
thereof enclosed in a sealed envelope and served in the manner and/or manners described below to
9 each of the parties herein addresses as stated below:
SFE ATTACHED SERVICE LIST
United States Postal Service, U.S. Mail, v ith I'irst Class postage prepaid and deposited
in a sealed envelope at San Jose, California. I am readily familiar with the business practice at my
13 place of business for collection and processing of correspondence for mailing v'ith the United
States Postal Service. Correspondence so collected and processed is deposited with the United
14 States Postal Service that same day in the ordinary course of business.
15 IIFacsimile Transmission
16 I1Hand-Delivery
17 E By email transmission
18
Icertify under penalty ol'perjury under the laws of the State of California that the
19
foregoing is true and correct.
20
21 Executed on; Jutte 24, 2020
22
23
24
25
27
28
PROOF OF SERVICE -I
SERVICE LIST
Beletsis v Theta Chi, et al. — Santa Cruz County Superior Court Case ¹ 19CIN3287
Attornevs for Plaintiffs Daphne Beletsis 8 Attornevs for Defendants Emmanuel Thomas,
'vonne
I
Rainev Bobbv Karki and John Dvlan Leitch
Mary Childs, Esq.
Ivo M. Labar, Esq.
Sawyer 8 Labar LLP
Aaron Case, Esq.
201 Mission Street, Suite 2240 Yoka 8 Smith, LLP
San Francisco, CA 94105-1839 445 South Figueroa Street, 38th Floor
Tel: 415/262-3820 Los Angeles, CA90071
Fax: Tel: 213/427-2300
Email: labar@sawyerlabar.corn Fax: 213/427-2330
Email: mchiids@yokasmith.corn
Douglas E. Fierberg, Esq Pro Hac Vice Email: acase@yokasmith.corn
Jonathon N. Fazzola, Esq. Pro Hac Vice
Lisa N. Cloutier, Esq. Pro Hac Vice Attornevs for Defendant Quinn lt/lcLauahlin
The Fierberg National Law Group
Andrew M Lauderdale, Esq
161 East Front Street, Suite 200
Traverse City, Ml 49684 Hartsuyker, Stratman 8 Williams-Abrego
Tel 202/351-0510 One Almaden Boulevard ¹400
Fax: 231/252-8100 San Jose, CA 95113
Email. dfierberg@tfnlgroup.corn Tel 408/271-5325
Email: jfazzola@tfnlgroup.corn Fax: 408/271-5301
Email: Icloutier@tfnlgroup corn Email.
andrew.lauderdaie@farmersinsurance.corn
nevs for Defendant Nainreet Kahlon Attornevs for Defendant Jordan Takavama
an L. Chong, Esq. Julie Azevedo, Esq.
ph D. O'eil, Esq. Lewis Brisbois Bisgaard & Smith LLP
antha Lewin, Esq. 2185 N. California Boulevard, Suite 300
ngton, O'eill, Barrack 8 Chong Walnut Creek, CA 94596
Mission Street, Suite 710 Tel: 925/357-3441
San Francisco, CA 94105 Fax: 925/478-3260
Tel: 415/777-5501 Email: julie.azevedoOlewisbrisbois corn
Fax. 41 5/546-4962
Email: nchong@to2law corn
Email: loneil@to2law corn
Email: siewin@to2law.corn
Attornevs for Defendant Zacharv Nash Davis Attornevs for Defendant Theta Chi Fraternitv,
Ray Tamaddon, Esq. Inc.
Hinshaw 8 Culbertson LLP Michael C. Osborne, Esq
11601 Wilshire Blvd, Suite 800 Philip Downs, Jr., Esq.
Los Angeles, CA 99025 Jaskiran Samra, Esq.
Tel: 310/909-8078 Cokinos i
Young
Fax: 310/909-8001 One Embarcadero Center, Suite 390
Email; rtamaddon@hinshawlaw corn San Francisco, CA 94111
Tel 415/228-0208
Fax:
Email: mosborne cokinoslaw.corn
Email; jsamra@cokinoslaw.corn
pdownsC@cokinoslaw.corn
Attornevs for Defendant Christopher Guevara
Matthew C. Jaime, Esq.
Matheny Sears Linkert 8 Jaime, LLP
3638 Amencan River Drive
Sacramento, CA 95864
Tel: 916/978-3434
Fax: 916/978-3430
Email, mjaime mathenysears.corn
I tornevs for Defendants Brad Visacki and Attornevs for Defendant Stefan Leon
Christopher Guevara Ryne VV Osborne, Esq.
Derek lk Lim, Esq. Clara Porter, Esq.
Shannon Mallory, Esq. Veatch Garison, LLP
Dernier, Armstrong 8 Rowland, LLP 1055 VVilshire Boulevard, 11th Floor
1350 Treat Boulevard ¹400 Los Angeles, CA 90017
VValnut Creek, CA 94597 Tel; 213/381-2861
Tel: 415/949-1900 Fax 213/383-6370
Fax 415/354-8380 Email. rosborne@veatchfirm.corn
Email; lim@darlaw corn Email: cporter@veatchfirm.corn
Email mal@darlaw.corn
E-Mail List
labar@sawyerlabar.corn
dfierberg@tfnlgroup.corn
jfazzola@tfnlgroup.corn
Icloutier@tfnlgroup.corn
mchiids@yokasmith.corn
acase@yokasmith.corn
andrew.lauderdale@farmersinsurance.corn
nchong to2law.corn
joneii to2law.corn
slewin@to2law.corn
julie.azevedo@lewisbrisbois.corn
rtamaddon@hinshawlaw.corn
mosborne@cokinoslaw.corn
pdowns@cokinoslaw.corn
jsamra cokinoslaw.corn
lim@dariaw corn
mal dariaw.corn
rosborne@veatchfirm.corn
cporter@veatchfirm corn
miaime@mathenysears.corn
Preview
CM-110 ATTORNEY OR PARTY wlTHOUT'TTORNEY IName, Sfale Baf numder a 0 address( Alan F. Hunter, FOR COURT USE ONLY Esq. (SBN 099805) Elizabeth Gong Landess, Esq (SBN 138353) GAVIN CUNNINGHAM 8 HUNTER 1530 The Alameda, Suite 210 ELECTRONICALLY FILED San Jose, CA 95126 Superior Court of California 408-294-8500 County of Santa Cruz TELEPHONE NO FAX NO (Opao fi408-294-8596 Evpiu ADDREss (opfo hunter@gclittigation corn 6/24/2020 11:30 AM aif landess gciltigation.corn ATToRNEY FDR (Name(Def Rafael Garcia, Jr. Alex Calvo, Clerk SUPERIOR COURT OF CALIFORNIA, COUN1'Y OF SANTA CRUZ By: Declan Salsedo, Deputy sTREET ADDRESS 701 Ocean Street MAILING ADDRESS Santa Cruz, CA 95060 cITY AND z(P coDE BRANcHNAMF Santa Cruz Courthouse PLAINTIFF/PETITIONER Daphne Beletsis, et gi DEFENDANT/RESPONDENT Theta Chi Fraternity, Inc Bt ai CASE MANAGEMENT STATEMENT (Check one): ~» UNLIMITED CASE (Amount demanded ~ LIMITED CASE (Amount demanded is $ 25,000 CASE NUMBER 19CV03287 exceeds $ 25,000) or less) A CASE MANAGEMENT CONFERENCE is Date July 20, 2020 Time. scheduled as follows. 8.30 am Address of court (if different from the address above) Dept.. 10 Div 'oom ~x Notice of Intent to Appear by Telephone, by (name): Alan F Hunter or Elizabeth Gong Landess INSTRUCTIONS: All applicable boxes must be checked, and the specified information must be provided. 1 a b. ~ Party or parties (answer one). ~ This statement is submitted by party (name). Defendant, Rafaei Garcia, Jr This statement is submitted jointly by parties (names). 2 Complaint and cross-complaint (to be answered by plaintiffs and cross-compiamants oniy) a. The complaint was filed on b. ~ (date). The cross-complaint, if any, was filed on(date). 3 a. b. ~ Service (to be answered by plaintiffs and cross-comp(a(nants only) ~ Ail parties named in the complaint and cross-complaint have been served, The following parties named inthe complaint or cross-complaint have appeared, or have been dismissed (1) ~ have not been served (specify names and exp/ain yvby nol). (2) ~ have been served but have not appeared and have not been dismissed (specify names) (3) ~ have had a default entered against them (spemfy names). c. ~ The following additional parties may be added (specify names, they may be served) naiure of mvoiuementin case, and date by which 4. Description of case a. Type of case in ~x complaint cross-complaint (Describe, rnciuding causes of action). Vyrongful death and survival action PageI of 5 Form Adopled for Mardatory iJse Cal o'al forn a Judfoal co nol CASE MANAGEMENT STATEMENT R les of Co F„ f,es 3 720-3 730 CM-110IRey J 201II ly I wwyyoomfs oa goy CM-110 PLAINTIFF/PETITIONER L Daphne Beletsis, et Bl. CASE NUMBER DEFENDANT/RESPONDENT Theta Chi Fraternity, Inc, et Bl 19CV03287 4. b Provide a brief statement of the case, including any damages. (If persona/ in/ury damages are sought, specify the in/ury and damages cia/med, inc/uding medical expenses to date (Indicate source and amount), estimated future medica/ expenses, lost earnings to date,and estimated /u(ure lost earnrngs. If equi(able relieF is sought, descnbe the nature of the relief) This is a wrongful death and sunnval action ansing from the fall and eventual death of Plaintiffs'on from a second story window. Plaintiffs are seeking damages arising from the wrongful death and the medical costs incurred pnor to his death ~ (If more space is needed, Jury or nonjury trial check thrs box and attach a page designated as Attachment 4b ) 5 a The party or parties request ~5 requesting a jury tnat) ajurytrtiai ~ a nonjurytrial (//more than one party, provide the name ofeach party date 6. a. b ~ Trial ~x The tnal has been set for No tnal date has been set (date) This case will be ready for tnal within 12 months of the date of the filing of the complaint (if not,explain): Due to the nature of the case, the number of parties and the Covid-19 closures it will not be ready for tnal by 2/2021 c Dates on which parsee or attorneys will not be available for trial (specify dates and explain reasons for unavailability) Trials. 7/20-31/2020, 8/17-25/2020, 9/28-10/6/2020; 10/30-11/10/2020; 11/30-12/11/2020; 1/25-2/2/2021; 2/22-3/5/2021; 3/19-26/2021; 4/12-20/2021, and 1/1 4-1/25/2022 7. Estimated length of trial The party or parties estimate that the trial take (check one): will a 8 ~ ~5 days (specify number). 10-15 hours (short causes) (specify) Trial representation (to be answered for each party) The party or parties will be represented at tnal ~x by the attorney or party hated in the caption by the following a Attorney b Firm. c. Address: d Telephone number f Fax number. ~ e E-mail address. Additional representation is descnbed in Attachment 8. Preference g Party represented: 9. 10 ~ This case is entitled to preference (specify code section) Alternative dispute resolution (ADR) a ADR information package. Please note that different ADR processes are available in different courts and communities, read the ADR information package provided by the court under rule 3 221 for information about the processes available through the court and community programs in this case (1) For parties represented by counsel Counsel ~5 has ~ has not prowded the ADR information package identified (2) in rule 3 221 For self-represented parties: Party~ has ~ to the client and reviewed ADR options with the client. has not rewewed the ADR information package identified in rule 3221. b. (1)~ Referral to judicial arbitration or civil action mediation (if available) This matter is sublect to mandatory iudicial arbitration under Code of Civil Procedure section 1141 11 or to mvil action mediation under Code of Civil Procedure section 1775 3 because the amount in controversy does not exceed the (2)~ statutory limit. Plaintiff elects to refer this case to judicial arbitration and agrees to limit recovery to the amount specified in Code of (3)~ Civil Procedure section 1141 11. This case is exempt from judicial arbitration under rule 3 811 mediation under Code of Civil Procedure section 1775 et seq of the California Rules of Court or from civil action (specity exemption). CM 110 IR '. 0 ly 0011i F505 2 CASE MANAGEMENT STATEMENT Of 5 CM-110 PLAINTIFF/PETITIONER'aphne Beletsis, et ai CASE NiJMSER t 9CV03287 LDEFENDANT/RESPONDENT Theta Chi Fraternity, Inc, et ai 10. c, Indicate the ADR process or processes thai the party or parties are willing to participate in, have agreed to participate in, or have already participated in (check a/I that apply and provide the specified information). The party or parties completing If the party or partres completing this form rn the case have agreed to this form are willing to partiapate in or have already completed an ADR process or processes, participate in the following ADR indicate the status of the processes (attach a copy of the parties'DR processes (check a/I that apply). stipulation) ~x Mediation session not yet scheduled (1) Mediation ~ ~ Mediation session scheduled for (date) Agreed to complete mediation by (date). ~ Mediation completed on (dale) ~x Settlement conference not yet scheduled (2) Settlement conference ~ ~ Settlement conference scheduled for (dale) Agreed to complete settlement conference by(date). ~ Settlement conference completed on (dale) ~ ~ Neutral evaluation not yet scheduled Neutral evaluation scheduled for (3) Neutral evaluation ~ ~ (dafe) Agreed to complete neutral evaluation by (date). Neutral evaluation completed on (dale): ~ ~ Judicial arbitration not yet scheduled Judiaal arbitration scheduled for Nonbinding iudicial (JI) arbitration ~ ~ (date). Agreed to complete judiaal arbitration by Judiaal arbitration completed on (date): (dale) ~ ~ Pnvate arbitration not yet scheduled Pnvate arbitration scheduled for (5) Binding private arbitration ~ ~ (datei Agreed to complete pnvate arbitration by Pnvate arbitration completed on (date): (dale) ~ ~ ADR session not yet scheduled ADR session scheduled for (6) Other (specify) ~ ~ ADR completed on (dale). (dale) Agreed to complete ADR session by (dale): CM-110 IR July 1,2011I Pugu3 uf 5 CASE MANAGEMENT STATEMENT r 11 PLAINTIFF/PETITIONER. DEFENDANT/RESPONDENT Insurance a. ~x Daphne Beletsis et ai Theta Chi Fraternity Insurance carrier, Inc, et ai any, for party filing this statement cess RBMBER 19ct/03287 CM-110 ~ ~ (name) if b. Reservation of rights. Yes c ~ Coverage issues No significantly affect resolution of this case will (explain) 12 Jurisdiction Status Bankruptcy ~ indicate any matters that may affect the court's junsdiction or processing of this case and describe the status. Other (specify): 13 a. ~ Related cases, consolidation, and coordination There are companion, underlying, or related cases (1) Name of case. (2) Name ofcourt (3) Case number Status. ~ (4) Additional cases are described inAttachment 13a. b. ~ A motion to ~ consohdate ~ coordinate will be filed by (name party) 14. Bifurcation ~ The party or parties intend to file a motion for an order bifurcating, sevenng, or coordinating the following issues or causes of action (spec/fy moving party, type of motion,and reasons). 15 Other motions ~x The party or parties expect to file the following motions before trial (specify moving party, type of motion,and issues) The following motions are set Demurrer 7/22/20, Demurrer and Motion to Stnke 8/31/20 16 Discovery a. b ~ ~x The party or parties have completed all discovery The following discovery will be completed by the date specified (descnbe a// anticipated discovery) ~Part Descnotion Date Defendant I/1/ntten discovery and inspections December2020 Defendant Party and witness depositions May-June 2021 Defendant Expert discovery Per code c. ~x The following discovery issues, including issues regarding the discovery of electronically stored information, are anticipated (specify) The parties are currently attempting to informally resolve a dispute over subpoenas to UC Santa Cruz for various records and documents relating to the vanous defendants Cia 110I,Re ivy'.201II CASE MANAGEMENT STATEMENT Page 4 of 5 CM-110 PLAINTIFF/PETITIONER Dsphne Beletsis, et ai CASF. NUMBER DEFENDANT/RESPONDENT Theta Chi Fraternity, Inc, et al 19CV03287 17 Economic litigation a. ~ This is a limited civil case (i e., the amount demanded is $ 25,000 or less) and the economic litigation procedures in Code of Civil Procedure sections 90-98 will apply to this case b. ~ This is a limited civil case and a motion to withdraw the case from the economic litigation procedures or for additional discovery will be filed (if checked, exp/am specifically why economic iiiiga(ion procedures relating io discovery or trial should noi apply io th/s case) 18 Other issues ~ The party or parties request that the following additional matters be considered or determined at the case management conference (specify) 19 Meet and confer a. ~ The party or parties have met and conferred with all parties on all subiects required by rule 3 724 of the California Rules of Court (if not, expiain): The parties have a conference call scheduled for 7/1/20 to discuss the discovery dispute and it is anticipated that other issues, such as ADR will also be discussed that that time b. ~ After meeting and conferring (specify) as required by rule 3 724 of the California Rules of Court, the parties agree on the following 20 Total number of pages attached (if any): Iam completely familiar with this case and will be fully prepared to discuss the status of discovery and as well as other issues raised by this statement, and will possess the authority to enter into stipulation the case management conference, including the wntten authonty of the party where required Date June 24, 2020 Elizabeth Gong Landess, Esq. ITYPE OR PRINT NAME) (TYPE OR PRINT NAME) 0 ~ (SIONATURF OF P~RTY AITORNFY) Additional signatures are attached cM 110 IReY Tuv I2511I CASE MANAGEMENT STATEMENT PB 5 15 Case Name: Beletis. et al. v. Theta Chi Fraternitv, Inc„et al. Case No.; 19CV03287 PROOF OF SERVICE Icertify and declare as I'ollows: I am over the age of 18 years, and not a party to the within 2 action. My business address is 1530 The Alameda, Suite 210, San Jose, California 95126, v hich a is located in thc county where the mailing described belov, took place. The documents which are 4 the subject of this Proof of Service are: 5 CASE IVIANAGEMENT CONFERENCE STATEMFNT On the date listed below, I served the above documents by placing a true and correct copy thereof enclosed in a sealed envelope and served in the manner and/or manners described below to 9 each of the parties herein addresses as stated below: SFE ATTACHED SERVICE LIST United States Postal Service, U.S. Mail, v ith I'irst Class postage prepaid and deposited in a sealed envelope at San Jose, California. I am readily familiar with the business practice at my 13 place of business for collection and processing of correspondence for mailing v'ith the United States Postal Service. Correspondence so collected and processed is deposited with the United 14 States Postal Service that same day in the ordinary course of business. 15 IIFacsimile Transmission 16 I1Hand-Delivery 17 E By email transmission 18 Icertify under penalty ol'perjury under the laws of the State of California that the 19 foregoing is true and correct. 20 21 Executed on; Jutte 24, 2020 22 23 24 25 27 28 PROOF OF SERVICE -I SERVICE LIST Beletsis v Theta Chi, et al. — Santa Cruz County Superior Court Case ¹ 19CIN3287 Attornevs for Plaintiffs Daphne Beletsis 8 Attornevs for Defendants Emmanuel Thomas, 'vonne I Rainev Bobbv Karki and John Dvlan Leitch Mary Childs, Esq. Ivo M. Labar, Esq. Sawyer 8 Labar LLP Aaron Case, Esq. 201 Mission Street, Suite 2240 Yoka 8 Smith, LLP San Francisco, CA 94105-1839 445 South Figueroa Street, 38th Floor Tel: 415/262-3820 Los Angeles, CA90071 Fax: Tel: 213/427-2300 Email: labar@sawyerlabar.corn Fax: 213/427-2330 Email: mchiids@yokasmith.corn Douglas E. Fierberg, Esq Pro Hac Vice Email: acase@yokasmith.corn Jonathon N. Fazzola, Esq. Pro Hac Vice Lisa N. Cloutier, Esq. Pro Hac Vice Attornevs for Defendant Quinn lt/lcLauahlin The Fierberg National Law Group Andrew M Lauderdale, Esq 161 East Front Street, Suite 200 Traverse City, Ml 49684 Hartsuyker, Stratman 8 Williams-Abrego Tel 202/351-0510 One Almaden Boulevard ¹400 Fax: 231/252-8100 San Jose, CA 95113 Email. dfierberg@tfnlgroup.corn Tel 408/271-5325 Email: jfazzola@tfnlgroup.corn Fax: 408/271-5301 Email: Icloutier@tfnlgroup corn Email. andrew.lauderdaie@farmersinsurance.corn nevs for Defendant Nainreet Kahlon Attornevs for Defendant Jordan Takavama an L. Chong, Esq. Julie Azevedo, Esq. ph D. O'eil, Esq. Lewis Brisbois Bisgaard & Smith LLP antha Lewin, Esq. 2185 N. California Boulevard, Suite 300 ngton, O'eill, Barrack 8 Chong Walnut Creek, CA 94596 Mission Street, Suite 710 Tel: 925/357-3441 San Francisco, CA 94105 Fax: 925/478-3260 Tel: 415/777-5501 Email: julie.azevedoOlewisbrisbois corn Fax. 41 5/546-4962 Email: nchong@to2law corn Email: loneil@to2law corn Email: siewin@to2law.corn Attornevs for Defendant Zacharv Nash Davis Attornevs for Defendant Theta Chi Fraternitv, Ray Tamaddon, Esq. Inc. Hinshaw 8 Culbertson LLP Michael C. Osborne, Esq 11601 Wilshire Blvd, Suite 800 Philip Downs, Jr., Esq. Los Angeles, CA 99025 Jaskiran Samra, Esq. Tel: 310/909-8078 Cokinos i Young Fax: 310/909-8001 One Embarcadero Center, Suite 390 Email; rtamaddon@hinshawlaw corn San Francisco, CA 94111 Tel 415/228-0208 Fax: Email: mosborne cokinoslaw.corn Email; jsamra@cokinoslaw.corn pdownsC@cokinoslaw.corn Attornevs for Defendant Christopher Guevara Matthew C. Jaime, Esq. Matheny Sears Linkert 8 Jaime, LLP 3638 Amencan River Drive Sacramento, CA 95864 Tel: 916/978-3434 Fax: 916/978-3430 Email, mjaime mathenysears.corn I tornevs for Defendants Brad Visacki and Attornevs for Defendant Stefan Leon Christopher Guevara Ryne VV Osborne, Esq. Derek lk Lim, Esq. Clara Porter, Esq. Shannon Mallory, Esq. Veatch Garison, LLP Dernier, Armstrong 8 Rowland, LLP 1055 VVilshire Boulevard, 11th Floor 1350 Treat Boulevard ¹400 Los Angeles, CA 90017 VValnut Creek, CA 94597 Tel; 213/381-2861 Tel: 415/949-1900 Fax 213/383-6370 Fax 415/354-8380 Email. rosborne@veatchfirm.corn Email; lim@darlaw corn Email: cporter@veatchfirm.corn Email mal@darlaw.corn E-Mail List labar@sawyerlabar.corn dfierberg@tfnlgroup.corn jfazzola@tfnlgroup.corn Icloutier@tfnlgroup.corn mchiids@yokasmith.corn acase@yokasmith.corn andrew.lauderdale@farmersinsurance.corn nchong to2law.corn joneii to2law.corn slewin@to2law.corn julie.azevedo@lewisbrisbois.corn rtamaddon@hinshawlaw.corn mosborne@cokinoslaw.corn pdowns@cokinoslaw.corn jsamra cokinoslaw.corn lim@dariaw corn mal dariaw.corn rosborne@veatchfirm.corn cporter@veatchfirm corn miaime@mathenysears.corn