New v. JP Morgan Chase, NA

Nature of the Order

This is an initial pretrial and case-management order. The opinion does not state the nature of Rob D. New’s claims, JP Morgan Chase, NA’s defenses, or any merits ruling.

Conference and Required Filings

The court scheduled an initial pretrial conference for January 23, 2024, at 10:00 a.m. Eastern Time, to be held through Microsoft Teams. Counsel were directed to confer before the conference about settlement and the subjects covered by Federal Rule of Civil Procedure 16, which governs pretrial case management.

The parties were ordered to file a joint letter through the court’s electronic filing system by January 18, 2024. The letter had to address the action’s nature, principal defenses, major legal and factual issues, the basis for jurisdiction and venue, existing deadlines, outstanding motions, completed and needed discovery, settlement discussions, alternative dispute resolution, and other information that could help move the case toward settlement or trial. A proposed Civil Case Management Plan and Scheduling Order had to be attached to the joint letter.

Other Directions

If the case had been settled or otherwise terminated before the conference, counsel did not have to submit the letter or appear, provided proof of termination was filed before the conference date. Requests to extend a deadline or adjourn the conference had to be made by letter-motion at least two business days beforehand and include the information required by the court’s practices.

Counsel who had appeared were also directed to serve the order and the judge’s Individual Practices on counsel or parties who had not appeared and to file proof of that notice.

Disposition and Effect

The court issued the scheduling and notice directives described above. It did not decide any claim, defense, motion, or other underlying legal issue. Judge Dale E. Ho signed the order.