Date: 02-07-2018

Case Style:

Case Number: CJ-2016-4617

Judge: Linda G. Morrissey

Court: District Court, Tulsa County, Oklahoma

Plaintiff's Attorney: Kenneth Cole, Adam Engel, Mark Engel, Steven Mansell

Defendant's Attorney: Jennifer H. Frank, Thomas F.A. Hetherington, Johan Burr Kendall

Description: Tulsa, OK - Tia Simmons Perkins, Michael Simmons and Vance Simmons sued PHL Variable Insurance Company and Monte K. Miron

Issue # 1. Issue: BREACH OF AGREEMENT - CONTRACT (CONTRACT)
Filed By: PERKINS, TIA SIMMONS
Filed Date: 12/20/2016
Party Name Disposition Information
Defendant: MIRON, MONTE K Disposed: DISMISSED - SETTLED, 01/04/2018. Dismissed- Settled
Defendant: PHL VARIABLE INSURANCE COMPANY Disposed: DISMISSED - SETTLED, 01/04/2018. Dismissed- Settled
Issue # 2. Issue: BREACH OF AGREEMENT - CONTRACT (CONTRACT)
Filed By: SIMMONS, MICHAEL
Filed Date: 12/20/2016
Party Name Disposition Information
Defendant: MIRON, MONTE K Disposed: DISMISSED - SETTLED, 01/04/2018. Dismissed- Settled
Defendant: PHL VARIABLE INSURANCE COMPANY Disposed: DISMISSED - SETTLED, 01/04/2018. Dismissed- Settled
Issue # 3. Issue: BREACH OF AGREEMENT - CONTRACT (CONTRACT)
Filed By: SIMMONS, VANCE
Filed Date: 12/20/2016
Party Name Disposition Information
Defendant: MIRON, MONTE K Disposed: DISMISSED - SETTLED, 01/04/2018. Dismissed- Settled
Defendant: PHL VARIABLE INSURANCE COMPANY Disposed: DISMISSED - SETTLED, 01/04/2018. Dismissed- Settled
Docket
Date Code Description Count Party Amount
12-20-2016 TEXT

CIVIL RELIEF MORE THAN $10,000 INITIAL FILING.
1
12-20-2016 CONTRACT

BREACH OF AGREEMENT - CONTRACT

12-20-2016 DMFE

DISPUTE MEDIATION FEE
$ 7.00
12-20-2016 PFE1

PETITION

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$ 163.00
12-20-2016 PFE7

LAW LIBRARY FEE
$ 6.00
12-20-2016 OCISR

OKLAHOMA COURT INFORMATION SYSTEM REVOLVING FUND
$ 25.00
12-20-2016 OCJC

OKLAHOMA COUNCIL ON JUDICIAL COMPLAINTS REVOLVING FUND
$ 1.55
12-20-2016 OCASA

OKLAHOMA COURT APPOINTED SPECIAL ADVOCATES
$ 5.00
12-20-2016 SSFCHSCPC

SHERIFF'S SERVICE FEE FOR COURTHOUSE SECURITY PER BOARD OF COUNTY COMMISSIONER
$ 10.00
12-20-2016 CCADMINCSF

COURT CLERK ADMINISTRATIVE FEE ON COURTHOUSE SECURITY PER BOARD OF COUNTY COMMISSIONER
$ 1.00
12-20-2016 CCADMIN0155

COURT CLERK ADMINISTRATIVE FEE ON $1.55 COLLECTION
$ 0.16
12-20-2016 SJFIS

STATE JUDICIAL REVOLVING FUND - INTERPRETER AND TRANSLATOR SERVICES
$ 0.45
12-20-2016 DCADMIN155

DISTRICT COURT ADMINISTRATIVE FEE ON $1.55 COLLECTIONS
$ 0.23
12-20-2016 DCADMIN05

DISTRICT COURT ADMINISTRATIVE FEE ON $5 COLLECTIONS
$ 0.75
12-20-2016 DCADMINCSF

DISTRICT COURT ADMINISTRATIVE FEE ON COURTHOUSE SECURITY PER BOARD OF COUNTY COMMISSIONER
$ 1.50
12-20-2016 CCADMIN04

COURT CLERK ADMINISTRATIVE FEE ON COLLECTIONS
$ 0.50
12-20-2016 LTF

LENGTHY TRIAL FUND
$ 10.00
12-20-2016 SMF

SUMMONS FEE (CLERKS FEE)-2
$ 20.00
12-20-2016 SMIMA

SUMMONS ISSUED - MAILED BY ATTORNEY-2

12-20-2016 EAA

ENTRY OF APPEARANCE

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SIMMONS, VANCE
12-20-2016 EAA

ENTRY OF APPEARANCE

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SIMMONS, MICHAEL
12-20-2016 EAA

ENTRY OF APPEARANCE

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SIMMONS, VANCE
12-20-2016 EAA

ENTRY OF APPEARANCE

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SIMMONS, VANCE
12-20-2016 TEXT

OCIS HAS AUTOMATICALLY ASSIGNED JUDGE MORRISSEY, LINDA G. TO THIS CASE.

12-20-2016 ACCOUNT

RECEIPT # 2016-3469022 ON 12/20/2016.
PAYOR: MANSELL & ENGEL TOTAL AMOUNT PAID: $ 252.14.
LINE ITEMS:
CJ-2016-4617: $183.00 ON AC01 CLERK FEES.
CJ-2016-4617: $6.00 ON AC23 LAW LIBRARY FEE CIVIL AND CRIMINAL.
CJ-2016-4617: $1.66 ON AC31 COURT CLERK REVOLVING FUND.
CJ-2016-4617: $5.00 ON AC58 OKLAHOMA COURT APPOINTED SPECIAL ADVOCATES.
CJ-2016-4617: $1.55 ON AC59 COUNCIL ON JUDICIAL COMPLAINTS REVOLVING FUND.
CJ-2016-4617: $7.00 ON AC64 DISPUTE MEDIATION FEES CIVIL ONLY.
CJ-2016-4617: $0.45 ON AC65 STATE JUDICIAL REVOLVING FUND, INTERPRETER SVCS.
CJ-2016-4617: $2.48 ON AC67 DISTRICT COURT REVOLVING FUND.
CJ-2016-4617: $25.00 ON AC79 OCIS REVOLVING FUND.
CJ-2016-4617: $10.00 ON AC81 LENGTHY TRIAL FUND.
CJ-2016-4617: $10.00 ON AC88 SHERIFF’S SERVICE FEE FOR COURT HOUSE SECURITY.

01-31-2017 A

DEFENDANT PHIL VARIABLE INSURANCE COMPANY'S ANSWER TO PLAINTIFFS' EETITION / CERTIFICATE OF SERVICE

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PHL VARIABLE INSURANCE COMPANY
01-31-2017 EAA

ENTRY OF APPEARANCE/ THOMAS FA HETHERINGTON / ENTERING AS COUNSEL / W-CS / CERTIFICATE OF SERVICE

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PHL VARIABLE INSURANCE COMPANY
03-01-2017 CTFREE

MORRISSEY, LINDA G; NOTICE OF SCHEDULING CONFERENCE ENTERED; THE CASE HAS BEEN SET FOR A SCHEDULING CONFERENCE ON 5-9-2017 AT 1:30 PM IN COURT ROOM 513; COUNSEL OR PARTIES WITHOUT COUNSEL MUST ATTEND THE SCHEDULING CONFERENCE OR DISPOSITION MAY BE MADE IN THEIR ABSENCE; CLERK FILED THE ORIGINAL NOTICE OF SCHEDULING CONFERENCE AND MAILED COPIES TO KENNETH COLE, ADAM ENGEL, MARK ENGEL, THOMAS F.A. HEATHERINGTON;

03-01-2017 NO

NOTICE OF SCHEDULING CONFERENCE / AFD OF MAILING

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03-06-2017 EAA

ENTRY OF APPEARANCE / CERT OF DELIVERY / COVER SHEET

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MIRON, MONTE K
03-08-2017 EAA

AMENDED ENTRY OF APPEARANCE / CERT OF DELIVERY

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03-13-2017 S

PARTY HAS BEEN SUCCESSFULLY SERVED./ FOR MONTE K MIRON / PER SRV / ON 2-13-17 / BY PS

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MIRON, MONTE K
03-27-2017 MO

MOTION TO ASSOCIATE COUNSEL / C2J

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PHL VARIABLE INSURANCE COMPANY
03-27-2017 CTFREE

MORRISSEY, LINDA G; ORDER ADMITTING TO PRACTICE ENTERED; JENNIFER H. FRANK; CLERK FILED THE ORIGINAL ORDER ADMITTING TO PRACTICE AND MAILED THE PROVIDED COPY IN THE PROVIDED RETURN ENVELOPE TO MS. JENNIFER H. FRANK;

03-28-2017 O

ORDER ADMITTING TO PRACTICE

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03-29-2017 A

DEFENDANT MONTE MIRON'S ANSWER

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MIRON, MONTE K
04-17-2017 CTFREE

MORRISSEY, LINDA G; AGREED SCHEDULING ORDER ENTERED; AS PER ENTRY OF THIS AGREED SCHEDULING ORDER, A PRETRIAL CONFERENCE HAS BEEN SET FOR 12-14-2017 AT 2:00 PM IN COURT ROOM 513 AND THE SCHEDULING CONFERENCE SET FOR 5-9-2017 AT 1:30 PM HAS NOW BEEN STRICKEN; COUNSEL OR PARTIES WITHOUT COUNSEL MUST ATTEND THE PRETRIAL CONFERENCE OR DISPOSITION MAY BE MADE IN THEIR ABSENCE; THE PARTIES ARE ATTENDING PRIVATE MEDIATION PRIOR TO THE DATE OF THE PRETRIAL CONFERENCE; CONTINUANCES OF THE PRETRIAL CONFERENCE WILL ONLY BE GRANTED WITH A SHOWING OF GOOD CAUSE; (((((AGREED SCHEDULING ORDER PLACED IN THE JUDGE'S OUTBOX TO BE PICKED UP FOR FILING)))))

04-18-2017 CTFREE

MORRISSEY, LINDA G; NOTICE OF PRETRIAL CONFERENCE ENTERED; 12-14-2017 AT 2:00 PM; CLERK FILED THE ORIGINAL NOTICE OF STATUS CONFERENCE AND MAILED COPIES TO STEVEN MANSELL, MARK ENGEL, KENNETH COLE, ADAM ENGEL, THOMAS HETHERINGTON, JENNIFER FRANK, AND KENT WEBB;

04-18-2017 NO

NOTICE OF PRETRIAL CONFERENCE / AFD OF MAILING

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04-20-2017 SO

AGREED SCHEDULING ORDER

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06-07-2017 CTFREE

MORRISSEY, LINDA G; STIPULATED AND AGREED PROTECTIVE ORDER ENTERED; BEFORE ANY DOCUMENT IS PRESENTED TO THE COURT CLERK TO BE FILED UNDER SEAL, THE PARTIES ARE ORDERED TO FILE A MOTION PURSUANT TO 12 O.S. § 3226(C)(2), 51 O.S. § 24A.29, AND 51 O.S. § 24A.30 AND THE SET THE MOTION FOR HEARING; (((((ORDER PLACED IN THE JUDGE'S OUTBOX TO BE PICKED UP FOR FILING)))))

06-09-2017 O

STIPULATED AND AGREED PROTECTIVE ORDER

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07-10-2017 MO

MOTION TO ASSOCIATE COUNSEL / C2J

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07-11-2017 CTFREE

MORRISSEY, LINDA G; ORDER ADMITTING TO PRACTICE ENTERED; KENDALL J. BURR; (((((CLERK FILED THE ORIGINAL ORDER ADMITTING TO PRACTICE AND MAILED THE PROVIDED COPY IN THE PROVIDED RETURN ENVELOPE TO MS. JENNIFER H. FRANK)))))

07-11-2017 O

ORDER ADMITTING TO PRACTICE / KENDAL J BURR

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07-27-2017 NO

NOTICE TO TAKE VIDEO DEPOSITION OF JACK MOROCCO / CERTIFICATE OF SERVICE

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PERKINS, TIA SIMMONS
07-27-2017 NO

NOTICE TO TAKE VIDEO DEPOSITION FO NEAL REGELS / CERTIFICATE OF SERVICE

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PERKINS, TIA SIMMONS
08-07-2017 EXHI

PLAINTIFF'S PRELIMINARY EXHIBIT LIST / CERTIFICATE OF SERVICE

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PERKINS, TIA SIMMONS
08-07-2017 EXHI

PLAINTIFF'S PRELIMINARY WITNESS LIST / CERTIFICATE OF SERVICE

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PERKINS, TIA SIMMONS
08-07-2017 EAA

ENTRY OF APPEARANCE/ JENNIFER H FRANK ENTERING AS COUNSEL / CERTIFICATE OF SERVICE

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PHL VARIABLE INSURANCE COMPANY
08-07-2017 EAA

ENTRY OF APPEARANCE/ KENDALL J BURR ENTERING AS COUNSEL / CERTIFICATE OF SERVICE

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PHL VARIABLE INSURANCE COMPANY
08-21-2017 MO

MOTION TO WITHDRAW (A/J)

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08-21-2017 CTFREE

MORRISSEY, LINDA G; ORDER ALLOWING WITHDRAWAL ENTERED; KENT R. WEBB; (((((ORDER PLACED IN THE JUDGE'S OUTBOX TO BE PICKED UP FOR FILING)))))

08-24-2017 O

ORDER ALLOWING WITHDRAWL ( KENT WEBB)

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10-10-2017 WL

PHL VARIABLE INSURANCE COMPANY'S FINAL WITNESS LIST

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PHL VARIABLE INSURANCE COMPANY
10-10-2017 EXHI

PHL VARIABLE INSURANCE COMPANY'S FINAL EXHIBIT LIST

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11-15-2017 MOSJ

DEFENDANT PHL VARIABLE INSURANCE COMPANY'S MOTION FOR PARTIAL SUMMARY JUDGMENT AND BRIEF IN SUPPORT

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$ 50.00
11-15-2017 ACCOUNT

RECEIPT # 2017-3666601 ON 11/15/2017.
PAYOR: CROWE & DUNLEVY TOTAL AMOUNT PAID: $ 50.00.
LINE ITEMS:
CJ-2016-4617: $50.00 ON AC01 CLERK FEES.

11-27-2017 MO

JOINT MOTION TO CONTINUE PRETRIAL CONFERENCE / A TO J / CERTIFICATE OF SERVICE

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11-30-2017 CTFREE

MORRISSEY, LINDA G; ORDER RESETTING PRE-TRIAL CONFERENCE ENTERED; THE PRETRIAL CONFERENCE ORIGINALLY SET FOR 12-14-2017 AT 2:00 PM HAS NOW BEEN RESET FOR 1-31-2018 AT 2:30 PM IN COURT ROOM 513; COUNSEL OR PARTIES WITHOUT COUNSEL MUST ATTEND THE PRETRIAL CONFERENCE OR DISPOSITION MAY BE MADE IN THEIR ABSENCE; (((((ORDER RESETTING PRE-TRIAL CONFERENCE PLACED IN THE JUDGE'S OUTBOX TO BE PICKED UP FOR FILING)))))

11-30-2017 CTFREE

MORRISSEY, LINDA G; NOTICE OF PRETRIAL CONFERENCE ENTERED; 1-31-2018 AT 2:30 PM; CLERK FILED THE ORIGINAL NOTICE OF PRETRIAL CONFERENCE AND MAILED COPIES TO STEVEN S. MANSELL, MARK A. ENGEL, KENNETH G. COLE, M. ADAM ENGEL, THOMAS F. A. HETHERINGTON, KENDALL J. BURR, JENNIFER H. FRANK, AND MONTE MIRON;

11-30-2017 NO

NOTICE OF PRETRIAL CONFERENCE / SEE ABOVE ENTRY / AFFIDAVIT OF MAILING

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12-01-2017 O

ORDER RESETTING PRE-TRIAL CONFERENCE / RESET FOR PRETRIAL CONFERENCE ON 1-31-18 @ 2:30 PM IN COURTROOM 513

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12-04-2017 CTFREE

MORRISSEY, LINDA G; ORDER ENTERED ON THE PLAINTIFFS' MOTION FOR EXTENSION OF TIME TO RESPOND TO PHL'S MOTION FOR SUMMARY JUDGMENT; THE RESPONSE SHALL BE FILED ON OR BEFORE 12-11-2017; (((((ORDER PLACED IN THE JUDGE'S OUTBOX TO BE PICKED UP FOR FILING)))))

12-04-2017 MO

PLAINTIFFS' UNOPPOSED MOTION FOR EXTENSION OF TIME TO RESPOND TO PHL VARIABLE INSURANCE COMPANY'S MOTION FOR SUMMARY JUDGMENT / A TO J / CERTIFICATE OF SERVICE

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PERKINS, TIA SIMMONS
12-07-2017 O

ORDER/ MOTION SHOULD BE AND HEREBY SUSTAINED / PLAINTIFFS SHALL FILE THEIR PHL'S MOTION OFR SUMMARY JUDGMENT ON OR BEFORE 12-11-17

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12-11-2017 RESP

PLAINTIFFS' RESPONSE AND OBJECTION TO DEFENDANT PHL VARIABLE INSURANCE COMPANY'S MOTION FOR SUMMARY JUDGMENT / C TO J / CERTIFICATE OF SERVICE

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PERKINS, TIA SIMMONS
12-19-2017 CNOTE

CLERK'S NOTE; CLERK REMAILED THE "NOTICE OF PRETRIAL CONFERENCE" THAT WAS FILED ON 11-30-2017 TO MONTE MIRON'S CORRECT ADDRESS AT 113 WEST NORMAN STREET, BROKEN ARROW OK 74012;

12-19-2017 RET

RETURN/ OF NOTICE OF PRETRIAL CONFERENCE / FOR MONTE MIRON / BY USPS / ATTEMPTED NOT KNOWN

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MIRON, MONTE K

Outcome: 01-04-2018 CNOTE

CLERK'S NOTE; AS PER VOICEMAIL FROM STEVE MANSELL, ATTORNEY FOR PLAINTIFF, THE CASE HAS SETTLED; THE PRETRIAL CONFERENCE SET FOR 1-31-2018 AT 2:30 PM IS NOW STRICKEN;

Plaintiff's Experts:

Defendant's Experts:

Comments: