Preview
CM-110
ATTORNEYOR PARTYWITHOUTATTORNEY(Name,
State Bar number,
and address): FOR COURTUSEONLY
MICHAEL A.J. NANGANO, ESQ. SBN 133999
MICHAEL A.J. NANGANO, A LAW CORPORATION
133 North Altadena Drive, Suite 403
Pasadena, CA 91107
TELEPHONENO: (626) 796-9998 FAX (213)
NO.(Optiona): 232-3252
E-MAILADDRESS
(Optional):
Mnangano@lacounsel.com
ATTORNEYFOR(Name):
Erik Ludwick, et al.
SUPERIOR COURT OF CALIFORNIA, COUNTY OF Placer
streetappress: 10820 Justice Center Drive
ADDRESS:
MAILING
ak Chatters
Officer & Clerk
cityanozipcooe: Roseville, CA 95678 Executive bard, Deputy
srancHname: Bill Santucci Justice Center
PLAINTIFF/PETITIONER: Pacific Union International, Inc.
DEFENDANT/RESPONDENT: Erik Ludwick, et al.
CASE MANAGEMENT STATEMENT CASENUMBER:
(Check one): [Z] UNLIMITED CASE (-) LiMiTED CASE SCV0042080
(Amount demanded (Amount demanded is $25,000
exceeds $25,000) or less)
A CASE MANAGEMENT CONFERENCE is scheduled as follows:
Time: 10:00 a.m. Dept.: 40 Div.: Room:
Date: March 12, 2019
Address of court from
(if different the address above):
(] Notice of Intentto Appear by Telephone, by (name): Michael AJ Nangano, Esq.
boxes must be checked, and the specified information must be provided.
INSTRUCTIONS: All applicable
1. Party orparties (answer one):
by party(name): Defendants Erik Ludwick, Anything Trustaand PaulD. Booth, Trustee
a. QW] This statement issubmitted
b. (C] Thisstatement issubmitted jointlyby parties(names):
(tobe answered by and
plaintiffs cross-complainants only)
2. Complaint and cross-complaint
a. The complaint was filedon (date):
b. [C] The cross-complaint, was
if any, filedon (date):
3. Service (tobe answered by and
plaintiffs cross-complainants only)
complaint and cross-complainthave been served, have appeared, or have been dismissed.
a. [YJ] Allpartiesnamed inthe
b. (C] The followingpartiesnamed inthe complaint orcross-complaint
(1) (C] have not been served (specifynames and explainwhy not):
served but have not appeared and have notbeen dismissed (specifynames):
(2) (CJ have been
(3) (CQ have had a default entered againstthem (specifynames):
parties may be added (specifynames, natureof involvement incase, and thedate by which
c. () The followingadditional
they may be served):
4. Description of case
(C] cross-complaint (Describe,including causes of action):
a. Type ofcase in (] complaint
a its
trust, trusteeand thebenificiaryofthe trustforbreach of contract,breach of
The complaint alleges claimsagainst
dealing,common count, interference
intentional with contractualrelations,intentional
implied covenant of good faithand fair
misrepresentation,
intentional specificperformance and, declaratoryrelief,
interferencewith prospectiveeconomic advantage,
the payment ofa contractuallyagreed upon commission from the saleof a home.
basedupon theirinterferencewith Page1 of 5
ForndopesteMase Ue Cry essential CASE MANAGEMENT STATEMENT ca amet oo
www.courts.ca.gov
1, 2011]
July
(Rev.
CM-110 cabeom| f2\Forms
LUDWICK, ERIK
PLAINTIFF/PETITIONER:Pacific
CM-110
Union International, Inc. CASENUMBER:
SCV0042080
DEFENDANT/RESPONDENT: Erik Ludwick, etal.
Providea brief
statement ofthe case, includingany damages. (If personal
injurydamages are sought,specify the injury
and
damages claimed, includingmedical expenses todate [indicate
source and amount], estimated futuremedical expenses, lost
eamings todate, and estimated futurelosteamings. If equitable
relief is
sought, describe the nature ofthe relief.)
Plaintiffseeks torecover a contractually agreed upon commission after sellinga piece of realestate. The
coe has been held inan escrow accoun tsinceNovember 2017 due to a dispute regarding the amount owed
to Plaintiff.
(J (if morespace isneeded, check thisbox and attacha page designated asAttachment 4b.)
5. Jury or nonjury trial
The partyor partiesrequest [YJ a jurytrial ~[] a nonjurytrial. (If morethan one party,provide the name ofeach party
requestinga jurytrial):
6. Trialdate
a. (L) The trial
has been setfor (date):
b. [QZ] No trial
date has been set.This case willbe readyfor trial
within12 months of thedate of the filing
ofthe complaint (if
not,explain):
c. Dates on which parties orattorneys will
not be availablefortrial
yaad dates and explain reasons forunavailability):
3/18 Hrng; 4/19 Hrng; 4/26 Hrng; 5/6 Trial;5/14 Hrng; 4/30 Hrng;6/6 - 6/7 Trial;6/28 Pro-Tem; 9/20 Hrng; 9/17 Hrng; 10/7
- 10/11 Trial;10/11 Pro-tem; 10/28 Hrng;11/18 Hrng; 12/2 -12/17 Trial;1/3/20 Hrng; 1/10/20 Hrng; 1/20/19 Trial
7. Estimated length oftrial
The party orpartiesestimate thatthe trial
willtake (check one):
a. [Q] days (specifynumber): 10-15
b. (] hours (shortcauses) (specify):
8. Trialrepresentation (tobe answered foreach party)
The partyor partieswillbe represented at trial LY] by theattorney orparty listed
inthe caption WY] by the following:
a. Attorney: Co-Counsel Lawrence E. Skidmore, Esq.
b. Firm: Aronowitz Skidmore Lyon
c. Address: 200 Auburn Folsom Road, Ste. 305, Auburn, CA 95603
d. Telephone number: 530-823-9736 f. Fax number: 530-823-5241
e. E-mail address: g. Party represented: Defendants, Erik Ludwick, etal.
(_} Additionalrepresentationis described inAttachment 8.
9. Preference
(C} Thiscase isentitled
to preference (specifycode section):
10. Alternative dispute resolution (ADR)
a. ADR information package. Please note thatdifferent
ADR processes are availableindifferentcourtsand communities; read
the ADR informationpackage provided by the courtunder rule3.221 forinformation about the processes availablethrough the
courtand community programs inthiscase.
(1) Forparties represented by counsel: Counsel [has [CJ] has not providedthe ADR information package identified
inrule3.221 to theclientand reviewed ADR optionswith theclient.
(2) Forself-represented parties:Party [Jhas [_] has not reviewed theADR informationpackage identifiedinrule3.221.
b. Referral tojudicialarbitration or civil
action mediation (if available).
(1) (C] This matteris subjectto mandatory judicial
arbitration
under Code ofCivilProcedure section1141.11 orto civil
action
mediation under of Code ofCivilProcedure section 1775.3 because theamount in controversydoes not exceed the
statutorylimit.
(2) (] elects
Plaintiff to referthiscase tojudicial and
arbitration agrees to recovery
limit tothe amount specifiedin Code of
CivilProcedure section 1141.11.
(3) [This case isexempt from under
arbitration
judicial rule3.811 of the Rules
California ofCourt or from action
civil
mediation under Code of Procedure
Civil section1775 et seq. (specifyexemption):
Amount requested exceeds limits.
July1, 2011]
[Rev.
CM-110 CASE MANAGEMENT STATEMENT Page2of §
CEB
[2°
| Eiforme:
| Essential
LUDWICK, ERIK
CM-110
PLAINTIFF/PETITIONER:Pacific Union International, Inc. CASENUMBER:
SCV0042080
DEFENDANT/RESPONDENT: Erik Ludwick, et al.
10. c. Indicatethe ADR process or processes thatthe partyorpartiesare willingtoparticipatein,have agreed toparticipatein,or
have already participatedin(check allthat applyand provide the specifiedinformation):
The partyor partiescompleting If the
party orpartiescompleting thisform inthe case have agreed to
thisform are willing to Participate
in orhave alreadycompleted an ADR process orprocesses,
participateinthe followingADR indicatethe statusofthe processes (attacha copy of theparties' ADR
processes (check allthatapply): stipulation):
(] Mediation session not yet scheduled
(1)Mediation Ww (J Mediation session scheduled for(date):
Cj Agreed tocomplete mediation by (date):
() Mediation completed on (date):
(_] Settlement conference notyet scheduled
(2)Settlement oO (] Settlement conference scheduled for (date):
eomteinnes CJ Agreed tocomplete settlement conference by (date):
(_] Settlement conference completed on (date):
(-} Neutralevaluationnot yet scheduled
(3)Neutralevaluation oO (-} Neutral evaluationscheduled for(date):
(_] Agreed tocomplete neutralevaluation by (date):
| Neutralevaluation completed on (date):
(} Judicialarbitration
not yet scheduled
(4)Nonbinding judicial Cj (.} Judicialarbitration
scheduled for(date):
alain (_] Agreed tocomplete judicial
arbitrationby (date):
(_)}Judicialarbitration
completed on (date):
(-) Private arbitration
not yetscheduled
(5)Binding private CJ (_] Privatearbitration
scheduled for(date):
arhitration (_] Agreed tocomplete privatearbitrationby(date):
() Privatearbitration
completed on (date):
(_} ADR session not yet scheduled
(6)Other (specify): | (J ADR sessionscheduled for(date):
(-] Agreed tocomplete ADR session by (date):
[_] ADR completed on (date):
CM-110
[Rev.
July
1, 2011] CASE MANAGEMENT STATEMENT Page3 of 5
CEB’ Essential
ceb.comfe]Forms-
LUDWICK, ERIK
PLAINTIFF/PETITION CM-110
Pacific
ER: Union International, Inc. CASENUMBER:
SCV0042080
DEFENDANT/RESPONDENT: Erik Ludwick, et al.
11. Insurance
a. (.] Insurance carrier,if any,
for partyfiling
thisstatement (name):
b. Reservation of rights: Cy Yes (CC) No
c CJ Coverage issues willsignificantly
affectresolutionofthis case (explain):
12. Jurisdiction
Indicateany matters thatmay affectthecourt'sjurisdictionorprocessing of thiscase, and describe the status.
(YJ Bankruptcy Other (specify):Defendants’ motion totransfervenue to theLos Angeles Superior Court (LASC)
Status: iscurrently pending before the Court. Ifthe matter isnot transferred, a related civilaction willbe filedin
LASC by Defendants against Plaintiffs and others.
13. Related cases, consolidation, and coordination
a. () There are companion, underlying, or relatedcases.
(1) Name of case:
(2) Name of court:
(3) Case number:
(4) Status:
(_] Additionalcases are described inAttachment 13a.
b. YY Amotionto (WZ) consolidate [2] coordinate willbe filed
by (name party):
Defendants in LASC against Plaintiffs.
14. Bifurcation
(} The party orparties intendto file
a motion for an orderbifurcating,severing,or coordinatingthe following issues orcauses of
action (specifymoving party, type ofmotion, and reasons):
15. Other motions
(] The party orpartiesexpect to filethefollowing motions beforetrial(specifymoving party, type ofmotion, and issues):
Defendants may file 1)Motion to Transfer basedon Forum Non Conveniens (ifnecessary);
2) MSJ/MSAI
16. Discovery
a. [W] The party orparties have completed alldiscovery.
b. (C) The followingdiscovery willbe completed by the date specified(describeallanticipated discovery):
Party Description Date
Defendants Written discovery Per Code
Defendants Deposition discovery Per Code
Defendants Expert discovery Per Code
c. [L] The followingdiscovery issues,including issuesregarding the discovery ofelectronicallystored information,are
anticipated(specify):
CM-410
(Rev.
July
1, 2011] CASE MANAGEMENT STATEMENT Page4 of
§
‘TR ntial
CEB | ESfonme LUDWICK, ERIK
CM-110
PLAINTIFF/PETITIONER: Pacific Union International, Inc. CASENUMBER:
SCV0042080
DEFENDANT/RESPONDENT: Erik Ludwick, et al.
17. Economic litigation
a. (.) This isa limitedcivil
case (i.e.,
the amount demanded is$25,000 orless)and theeconomic litigation
procedures inCode
ofCivilProcedure sections 90-98 willapply tothiscase.
b. (]) This isa limitedcivil
case and a motion towithdraw the case from the economic litigation
procedures orforadditional
discovery willbe filed
(if checked,explain specifically
why economic litigation
procedures relatingtodiscovery or trial
should not apply tothiscase):
18. Other issues
(] The party orpartiesrequest that thefollowing additionalmattersbe considered ordetermined at thecase management
conference (specify): See, 12, 13 and 15
19. Meet and confer
a. [Q] The partyor partieshave met and conferred withallpartieson allsubjects requiredby rule 3.724 ofthe CaliforniaRules of
Court (if not,
explain):
b. Aftermeeting and conferringas required by rule3.724 of theCaliforniaRules of Court,the parties agree on thefollowing
(specify):
20. Total number ofpages attached (if any)? SSE
| am completelyfamiliarwith thiscase and willbe fullyprepared to discussthe statusof discovery and alternativedispute resolution,
as wellas otherissues raised by thisstatement, and willpossess the authoritytoenter intostipulationson these issues atthe time of
the case management conference, includingthe writtenauthorityof theparty where require
Date: 3/1/2019 fi,
Lawrence E. Skidmore Lh oo CM Cee
(TYPEORPRINTNAME) Lo (SIGNATUREOFPARTYOR ATTORNEY)
>
(TYPEORPRINTNAME) (SIGNATURE
OF PARTYOR ATTORNEY)
(-] Additionalsignatures are attached.
1, 2011]
July
[Rev.
CM-110 CASE MANAGEMENT STATEMENT Page5of 5
‘CR’|Essential
CEB | fsieorms: LUDWICK, ERIK
— PROOF OF SERVICE
| am employed in the County of Los Angeles, State of California. Iam over the age of 18
and not a party to the within action. My business address is 133 N. Altadena Drive, Suite 403,
Pasadena, CA 91107.
On March 1, 2019, I served the following document(s) described as:
CASE MANAGEMENT STATEMENT
on allinterested parties in this action by placing [X]atrue copy [ | the original thereof enclosed
in sealed envelopes addressed as follows:
SEE ATTACHED MAILING LIST
[| (BY FACSIMILE) The facsimile machine Iused complied with Rule 2003(3) and no error
10 was reported by the machine. Pursuant to Rule 2008(e)(4), Icaused the machine to print a
record of the transmission.
11
(BY MAIL, 1013a, 2015.5 C.C.P.) Lam readily familiar with the firm’s practice for
12 collection and processing correspondence for mailing. Under that practice, this document
will be deposited with the U.S. Postal Service on this date with postage thereon fully prepaid
13 at Los Angeles, California inthe ordinary course of business. |am aware that on motion of
the party served, service is presumed invalid if postal cancellation date or postage meter date
14 is more than one day after date of deposit formailing in affidavit.
15 (BY OVERNIGHT DELIVER Y/COURIER) I served the above referenced document(s)
enclosed in a sealed package, for collection and for delivery marked for next day delivery in
16 the ordinary course of business, addressed to the office of the addressee(s) listed above or on
attached sheet.
17
(BY HAND DELIVERY) I caused to be delivered by hand the foregoing envelope to the
18 offices of the addressee.
19 (BY E-MAIL) I transmitted a copy of the foregoing document(s) via e-mail to the
addressee(s). Courtesy copy
(STATE) I declare under penalty of perjury under the laws of the State of California that the
21 above istrue and correct.
22 (FEDERAL) | declare that | am employed in the office of a member of the bar of this Court
at whose direction the service was made.
23
Executed on March 1, 2019, at Pasadena, California.
24
25
ricia M. Poole
]
PROOF OF SERVICE
MAILING LIST
Pacific Union International, Inc. v. Ludwick, et al.
Case No. SCV0042080
Shannon B. Jones, Esq.
Shannon B. Jones Law Group, Inc.
208 W. El Pintado Road
Danville, CA 94526
10
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Lo
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PROOF OF SERVICE
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CM-110 ATTORNEYOR PARTYWITHOUTATTORNEY(Name, State Bar number, and address): FOR COURTUSEONLY MICHAEL A.J. NANGANO, ESQ. SBN 133999 MICHAEL A.J. NANGANO, A LAW CORPORATION 133 North Altadena Drive, Suite 403 Pasadena, CA 91107 TELEPHONENO: (626) 796-9998 FAX (213) NO.(Optiona): 232-3252 E-MAILADDRESS (Optional): Mnangano@lacounsel.com ATTORNEYFOR(Name): Erik Ludwick, et al. SUPERIOR COURT OF CALIFORNIA, COUNTY OF Placer streetappress: 10820 Justice Center Drive ADDRESS: MAILING ak Chatters Officer & Clerk cityanozipcooe: Roseville, CA 95678 Executive bard, Deputy srancHname: Bill Santucci Justice Center PLAINTIFF/PETITIONER: Pacific Union International, Inc. DEFENDANT/RESPONDENT: Erik Ludwick, et al. CASE MANAGEMENT STATEMENT CASENUMBER: (Check one): [Z] UNLIMITED CASE (-) LiMiTED CASE SCV0042080 (Amount demanded (Amount demanded is $25,000 exceeds $25,000) or less) A CASE MANAGEMENT CONFERENCE is scheduled as follows: Time: 10:00 a.m. Dept.: 40 Div.: Room: Date: March 12, 2019 Address of court from (if different the address above): (] Notice of Intentto Appear by Telephone, by (name): Michael AJ Nangano, Esq. boxes must be checked, and the specified information must be provided. INSTRUCTIONS: All applicable 1. Party orparties (answer one): by party(name): Defendants Erik Ludwick, Anything Trustaand PaulD. Booth, Trustee a. QW] This statement issubmitted b. (C] Thisstatement issubmitted jointlyby parties(names): (tobe answered by and plaintiffs cross-complainants only) 2. Complaint and cross-complaint a. The complaint was filedon (date): b. [C] The cross-complaint, was if any, filedon (date): 3. Service (tobe answered by and plaintiffs cross-complainants only) complaint and cross-complainthave been served, have appeared, or have been dismissed. a. [YJ] Allpartiesnamed inthe b. (C] The followingpartiesnamed inthe complaint orcross-complaint (1) (C] have not been served (specifynames and explainwhy not): served but have not appeared and have notbeen dismissed (specifynames): (2) (CJ have been (3) (CQ have had a default entered againstthem (specifynames): parties may be added (specifynames, natureof involvement incase, and thedate by which c. () The followingadditional they may be served): 4. Description of case (C] cross-complaint (Describe,including causes of action): a. Type ofcase in (] complaint a its trust, trusteeand thebenificiaryofthe trustforbreach of contract,breach of The complaint alleges claimsagainst dealing,common count, interference intentional with contractualrelations,intentional implied covenant of good faithand fair misrepresentation, intentional specificperformance and, declaratoryrelief, interferencewith prospectiveeconomic advantage, the payment ofa contractuallyagreed upon commission from the saleof a home. basedupon theirinterferencewith Page1 of 5 ForndopesteMase Ue Cry essential CASE MANAGEMENT STATEMENT ca amet oo www.courts.ca.gov 1, 2011] July (Rev. CM-110 cabeom| f2\Forms LUDWICK, ERIK PLAINTIFF/PETITIONER:Pacific CM-110 Union International, Inc. CASENUMBER: SCV0042080 DEFENDANT/RESPONDENT: Erik Ludwick, etal. Providea brief statement ofthe case, includingany damages. (If personal injurydamages are sought,specify the injury and damages claimed, includingmedical expenses todate [indicate source and amount], estimated futuremedical expenses, lost eamings todate, and estimated futurelosteamings. If equitable relief is sought, describe the nature ofthe relief.) Plaintiffseeks torecover a contractually agreed upon commission after sellinga piece of realestate. The coe has been held inan escrow accoun tsinceNovember 2017 due to a dispute regarding the amount owed to Plaintiff. (J (if morespace isneeded, check thisbox and attacha page designated asAttachment 4b.) 5. Jury or nonjury trial The partyor partiesrequest [YJ a jurytrial ~[] a nonjurytrial. (If morethan one party,provide the name ofeach party requestinga jurytrial): 6. Trialdate a. (L) The trial has been setfor (date): b. [QZ] No trial date has been set.This case willbe readyfor trial within12 months of thedate of the filing ofthe complaint (if not,explain): c. Dates on which parties orattorneys will not be availablefortrial yaad dates and explain reasons forunavailability): 3/18 Hrng; 4/19 Hrng; 4/26 Hrng; 5/6 Trial;5/14 Hrng; 4/30 Hrng;6/6 - 6/7 Trial;6/28 Pro-Tem; 9/20 Hrng; 9/17 Hrng; 10/7 - 10/11 Trial;10/11 Pro-tem; 10/28 Hrng;11/18 Hrng; 12/2 -12/17 Trial;1/3/20 Hrng; 1/10/20 Hrng; 1/20/19 Trial 7. Estimated length oftrial The party orpartiesestimate thatthe trial willtake (check one): a. [Q] days (specifynumber): 10-15 b. (] hours (shortcauses) (specify): 8. Trialrepresentation (tobe answered foreach party) The partyor partieswillbe represented at trial LY] by theattorney orparty listed inthe caption WY] by the following: a. Attorney: Co-Counsel Lawrence E. Skidmore, Esq. b. Firm: Aronowitz Skidmore Lyon c. Address: 200 Auburn Folsom Road, Ste. 305, Auburn, CA 95603 d. Telephone number: 530-823-9736 f. Fax number: 530-823-5241 e. E-mail address: g. Party represented: Defendants, Erik Ludwick, etal. (_} Additionalrepresentationis described inAttachment 8. 9. Preference (C} Thiscase isentitled to preference (specifycode section): 10. Alternative dispute resolution (ADR) a. ADR information package. Please note thatdifferent ADR processes are availableindifferentcourtsand communities; read the ADR informationpackage provided by the courtunder rule3.221 forinformation about the processes availablethrough the courtand community programs inthiscase. (1) Forparties represented by counsel: Counsel [has [CJ] has not providedthe ADR information package identified inrule3.221 to theclientand reviewed ADR optionswith theclient. (2) Forself-represented parties:Party [Jhas [_] has not reviewed theADR informationpackage identifiedinrule3.221. b. Referral tojudicialarbitration or civil action mediation (if available). (1) (C] This matteris subjectto mandatory judicial arbitration under Code ofCivilProcedure section1141.11 orto civil action mediation under of Code ofCivilProcedure section 1775.3 because theamount in controversydoes not exceed the statutorylimit. (2) (] elects Plaintiff to referthiscase tojudicial and arbitration agrees to recovery limit tothe amount specifiedin Code of CivilProcedure section 1141.11. (3) [This case isexempt from under arbitration judicial rule3.811 of the Rules California ofCourt or from action civil mediation under Code of Procedure Civil section1775 et seq. (specifyexemption): Amount requested exceeds limits. July1, 2011] [Rev. CM-110 CASE MANAGEMENT STATEMENT Page2of § CEB [2° | Eiforme: | Essential LUDWICK, ERIK CM-110 PLAINTIFF/PETITIONER:Pacific Union International, Inc. CASENUMBER: SCV0042080 DEFENDANT/RESPONDENT: Erik Ludwick, et al. 10. c. Indicatethe ADR process or processes thatthe partyorpartiesare willingtoparticipatein,have agreed toparticipatein,or have already participatedin(check allthat applyand provide the specifiedinformation): The partyor partiescompleting If the party orpartiescompleting thisform inthe case have agreed to thisform are willing to Participate in orhave alreadycompleted an ADR process orprocesses, participateinthe followingADR indicatethe statusofthe processes (attacha copy of theparties' ADR processes (check allthatapply): stipulation): (] Mediation session not yet scheduled (1)Mediation Ww (J Mediation session scheduled for(date): Cj Agreed tocomplete mediation by (date): () Mediation completed on (date): (_] Settlement conference notyet scheduled (2)Settlement oO (] Settlement conference scheduled for (date): eomteinnes CJ Agreed tocomplete settlement conference by (date): (_] Settlement conference completed on (date): (-} Neutralevaluationnot yet scheduled (3)Neutralevaluation oO (-} Neutral evaluationscheduled for(date): (_] Agreed tocomplete neutralevaluation by (date): | Neutralevaluation completed on (date): (} Judicialarbitration not yet scheduled (4)Nonbinding judicial Cj (.} Judicialarbitration scheduled for(date): alain (_] Agreed tocomplete judicial arbitrationby (date): (_)}Judicialarbitration completed on (date): (-) Private arbitration not yetscheduled (5)Binding private CJ (_] Privatearbitration scheduled for(date): arhitration (_] Agreed tocomplete privatearbitrationby(date): () Privatearbitration completed on (date): (_} ADR session not yet scheduled (6)Other (specify): | (J ADR sessionscheduled for(date): (-] Agreed tocomplete ADR session by (date): [_] ADR completed on (date): CM-110 [Rev. July 1, 2011] CASE MANAGEMENT STATEMENT Page3 of 5 CEB’ Essential ceb.comfe]Forms- LUDWICK, ERIK PLAINTIFF/PETITION CM-110 Pacific ER: Union International, Inc. CASENUMBER: SCV0042080 DEFENDANT/RESPONDENT: Erik Ludwick, et al. 11. Insurance a. (.] Insurance carrier,if any, for partyfiling thisstatement (name): b. Reservation of rights: Cy Yes (CC) No c CJ Coverage issues willsignificantly affectresolutionofthis case (explain): 12. Jurisdiction Indicateany matters thatmay affectthecourt'sjurisdictionorprocessing of thiscase, and describe the status. (YJ Bankruptcy Other (specify):Defendants’ motion totransfervenue to theLos Angeles Superior Court (LASC) Status: iscurrently pending before the Court. Ifthe matter isnot transferred, a related civilaction willbe filedin LASC by Defendants against Plaintiffs and others. 13. Related cases, consolidation, and coordination a. () There are companion, underlying, or relatedcases. (1) Name of case: (2) Name of court: (3) Case number: (4) Status: (_] Additionalcases are described inAttachment 13a. b. YY Amotionto (WZ) consolidate [2] coordinate willbe filed by (name party): Defendants in LASC against Plaintiffs. 14. Bifurcation (} The party orparties intendto file a motion for an orderbifurcating,severing,or coordinatingthe following issues orcauses of action (specifymoving party, type ofmotion, and reasons): 15. Other motions (] The party orpartiesexpect to filethefollowing motions beforetrial(specifymoving party, type ofmotion, and issues): Defendants may file 1)Motion to Transfer basedon Forum Non Conveniens (ifnecessary); 2) MSJ/MSAI 16. Discovery a. [W] The party orparties have completed alldiscovery. b. (C) The followingdiscovery willbe completed by the date specified(describeallanticipated discovery): Party Description Date Defendants Written discovery Per Code Defendants Deposition discovery Per Code Defendants Expert discovery Per Code c. [L] The followingdiscovery issues,including issuesregarding the discovery ofelectronicallystored information,are anticipated(specify): CM-410 (Rev. July 1, 2011] CASE MANAGEMENT STATEMENT Page4 of § ‘TR ntial CEB | ESfonme LUDWICK, ERIK CM-110 PLAINTIFF/PETITIONER: Pacific Union International, Inc. CASENUMBER: SCV0042080 DEFENDANT/RESPONDENT: Erik Ludwick, et al. 17. Economic litigation a. (.) This isa limitedcivil case (i.e., the amount demanded is$25,000 orless)and theeconomic litigation procedures inCode ofCivilProcedure sections 90-98 willapply tothiscase. b. (]) This isa limitedcivil case and a motion towithdraw the case from the economic litigation procedures orforadditional discovery willbe filed (if checked,explain specifically why economic litigation procedures relatingtodiscovery or trial should not apply tothiscase): 18. Other issues (] The party orpartiesrequest that thefollowing additionalmattersbe considered ordetermined at thecase management conference (specify): See, 12, 13 and 15 19. Meet and confer a. [Q] The partyor partieshave met and conferred withallpartieson allsubjects requiredby rule 3.724 ofthe CaliforniaRules of Court (if not, explain): b. Aftermeeting and conferringas required by rule3.724 of theCaliforniaRules of Court,the parties agree on thefollowing (specify): 20. Total number ofpages attached (if any)? SSE | am completelyfamiliarwith thiscase and willbe fullyprepared to discussthe statusof discovery and alternativedispute resolution, as wellas otherissues raised by thisstatement, and willpossess the authoritytoenter intostipulationson these issues atthe time of the case management conference, includingthe writtenauthorityof theparty where require Date: 3/1/2019 fi, Lawrence E. Skidmore Lh oo CM Cee (TYPEORPRINTNAME) Lo (SIGNATUREOFPARTYOR ATTORNEY) > (TYPEORPRINTNAME) (SIGNATURE OF PARTYOR ATTORNEY) (-] Additionalsignatures are attached. 1, 2011] July [Rev. CM-110 CASE MANAGEMENT STATEMENT Page5of 5 ‘CR’|Essential CEB | fsieorms: LUDWICK, ERIK — PROOF OF SERVICE | am employed in the County of Los Angeles, State of California. Iam over the age of 18 and not a party to the within action. My business address is 133 N. Altadena Drive, Suite 403, Pasadena, CA 91107. On March 1, 2019, I served the following document(s) described as: CASE MANAGEMENT STATEMENT on allinterested parties in this action by placing [X]atrue copy [ | the original thereof enclosed in sealed envelopes addressed as follows: SEE ATTACHED MAILING LIST [| (BY FACSIMILE) The facsimile machine Iused complied with Rule 2003(3) and no error 10 was reported by the machine. Pursuant to Rule 2008(e)(4), Icaused the machine to print a record of the transmission. 11 (BY MAIL, 1013a, 2015.5 C.C.P.) Lam readily familiar with the firm’s practice for 12 collection and processing correspondence for mailing. Under that practice, this document will be deposited with the U.S. Postal Service on this date with postage thereon fully prepaid 13 at Los Angeles, California inthe ordinary course of business. |am aware that on motion of the party served, service is presumed invalid if postal cancellation date or postage meter date 14 is more than one day after date of deposit formailing in affidavit. 15 (BY OVERNIGHT DELIVER Y/COURIER) I served the above referenced document(s) enclosed in a sealed package, for collection and for delivery marked for next day delivery in 16 the ordinary course of business, addressed to the office of the addressee(s) listed above or on attached sheet. 17 (BY HAND DELIVERY) I caused to be delivered by hand the foregoing envelope to the 18 offices of the addressee. 19 (BY E-MAIL) I transmitted a copy of the foregoing document(s) via e-mail to the addressee(s). Courtesy copy (STATE) I declare under penalty of perjury under the laws of the State of California that the 21 above istrue and correct. 22 (FEDERAL) | declare that | am employed in the office of a member of the bar of this Court at whose direction the service was made. 23 Executed on March 1, 2019, at Pasadena, California. 24 25 ricia M. Poole ] PROOF OF SERVICE MAILING LIST Pacific Union International, Inc. v. Ludwick, et al. Case No. SCV0042080 Shannon B. Jones, Esq. Shannon B. Jones Law Group, Inc. 208 W. El Pintado Road Danville, CA 94526 10 11 Ie 13 14 15 16 17 18 Lo 20 21 22 z23 24 25 26 27 28 2 PROOF OF SERVICE