San Diego — Case Management Statement PR-157 (Rev: 09/13)

Source: https://www.sdcourt.ca.gov/sites/default/files/sdcourt/generalinformation/forms/probateforms/pr157.pdf

For your protection and privacy, press the Clear This Form button on the last page after printing.

ATTORNEY OR PARTY WITHOUT ATTORNEY (Name, State Bar number, and address): FOR COURT USE ONLY

TELEPHONE NO.: FAX NO.(Optional):

ATTORNEY FOR (Name):

SUPERIOR COURT OF CALIFORNIA, COUNTY OF SAN DIEGO CENTRAL DIVISION, CENTRAL COURTHOUSE, 1100 UNION ST., SAN DIEGO, CA 92101 CENTRAL DIVISION, MADGE BRADLEY, 1409 4TH AVE., SAN DIEGO, CA 92101

PETITIONER(S)

RESPONDENT(S)

CASE TITLE IN RE

CASE NUMBER

CASE MANAGEMENT STATEMENT

A CASE MANAGEMENT CONFERENCE is scheduled as follows: Date: Time: Dept.: Div.: Probate Room: Address of court (if different from the address above):

Notice of Intent to Appear by Telephone, by (name):

INSTRUCTIONS: All applicable boxes must be checked, and the specified information must be provided.

1. Party or parties (answer one): a. This statement is submitted by party (name): b. This statement is submitted jointly by parties (names):

2. Pending Petition(s) (to be answered by petitioner(s) only) a. Name of Petition and ROA (Register of Action) number: b. Petition was filed on (date): c. The response/objections to Petition, if any, was/were filed on (date): d. (For additional petitions, and corresponding response/objections, if any, check this box and attach a page designated as Attachment 2d.)

3. Notice (to be answered by petitioner(s) only) a. All parties required to receive notice under the Probate Code have received the required notice. b. The parties named in petition and other persons required to be noticed have not been served (specify names and explain why not): c. Attorney General has been served. d. All lienholders have been served. e. Bonding company has been served.

SDSC PR-157 (Rev. 9/13) CASE MANAGEMENT STATEMENT Page 1 of 4

PETITIONER(S) CASE NUMBER

RESPONDENT(S)

4. Description of case

   a. Provide a brief statement of the case:

   b. Estimated damages or amount at issue. (If damages are sought, specify damages claimed. If equitable relief is sought, describe the nature of the relief.):

   c. Identify all legal issues for resolution by the court:

   d. Identify all material factual issues:

   e. Prayer for relief:

   f. Brief statement of parties’ position:

SDSC PR-157 (Rev. 9/13) CASE MANAGEMENT STATEMENT Page 2 of 4

PETITIONER(S) CASE NUMBER

RESPONDENT(S)

5. Jury or nonjury trial The party or parties request a jury trial nonjury trial. (If more than one party, provide the name of each party requesting a jury trial):

6. Trial date a. The trial has been set for (date): b. Date parties anticipate case will be ready for trial: c. No trial date has been set.

   d. Dates on which parties or attorneys will not be available for trial (specify dates and explain reasons for unavailability):

   e. Parties are willing to stipulate to a temporary judge for trial.

7. Estimated length of trial The party or parties estimate that the trial will take (check one): a. days (specify number): b. hours (short causes) (specify): c. number of anticipated witnesses: d. number of expert witnesses:

8. Preference This case is entitled to preference (specify code section):

9. Alternative Dispute Resolution The party or parties are willing to participate in (check all that apply): (1) Mediation (2) Early settlement conference (specify when): (3) Other (specify):

10. Jurisdiction Indicate any matters that may affect the court's jurisdiction or processing of this case, and describe the status. Appeal Bankruptcy Other (specify): Status:

11. Related cases, consolidation, and coordination a. There are companion, underlying, or related cases. (1) Name of case: (2) Name of court: (3) Case number: (4) ROA number, if applicable: (5) Status of Related Case(s): Additional cases are described in Attachment 11a. b. A motion to consolidate coordinate wiII be filed by (name party):

12. Bifurcation The party or parties intend to request an order bifurcating, severing, or coordinating the following issues or causes of action (specify moving party, type of motion, and reasons):

SDSC PR-157 (Rev. 9/13) CASE MANAGEMENT STATEMENT Page 3 of 4

PETITIONER(S) CASE NUMBER

RESPONDENT(S)

13. Other motions The party or parties expect to file the following motions before trial (specify moving party, type of motion, and issues):

14. Discovery a. The party or parties have completed all discovery. b. The following discovery will be completed by the date specified (describe all anticipated discovery): Party Description Date

    c. The following discovery issues are anticipated (specify): d. Proposed discovery cut off date:

15. Other issues The party or parties request that the following additional matters be considered or determined at the case management conference (specify):

16. Meet and confer a. The party or parties have met and conferred with all parties on all subjects required by rule 3.724 of the California Rules of Court (if not, explain):

    b. After meeting and conferring as required by rule 3.724 of the California Rules of Court, the parties agree on the following (specify):

17. Total number of pages attached (if any) including any attachment necessary for additional signatures on the Statement. ____

I am completely familiar with this case and will be fully prepared to discuss the status of discovery and ADR, as well as other issues raised by this statement.

Date:

Type or print name Signature of Party or Attorney

Date:

Type or print name Signature of Party or Attorney

Additional signatures are attached

SDSC PR-157 (Rev. 9/13) CASE MANAGEMENT STATEMENT Page 4 of 4

Clear This Form