Case Details

Case Number
37-2024-00026191-CU-PO-CTL
Case Title
Bi vs Surrogate Alternatives Inc [IMAGED]
Case Category
Civil
Case Type
(U)Other PI/PD/WD: PI/PD Other
Case Status
Pending
Date Filed
06/04/2024
Case Age
345
Location
Central
Judicial Officer
WOHLFEIL, JOEL R
Name Role Representation
Bi, Xinjuan Plaintiff Molina, Marco
Buck, Dr Jamie Defendant
Carilion Roanoke Memorial Hospital Defendant
Clarity Fund Management LLC Defendant McIntyre, Monty A
Curtis, Dr Dianna Defendant
Kane, Dr Brittany Defendant
Pierson, Shelley Ann Defendant
Surrogate Alternatives Inc Defendant
Valdeiglesias, Jorge Plaintiff Molina, Marco
Welchman, Dr Caroline Defendant
Whillock Insurance Services & Risk Management LLC Defendant Morton, Melinda M
Name Address Phone Number
McIntyre, Monty A Law Office of Montv A. Mclntvre, 2801 B Street #164, San Diego, CA 92102 619-685-3003
Molina, Marco Baker & Hostetler LLP, 600 Anton Boulevard, Suite 900, Costa Mesa, CA 92626-7221 714-754-6600
Morton, Melinda M Procopio Cory Hargreaves & Savitcg LLP, 3000 El Camino Real Five Palo Alto SQ 400, Palo Alto, CA 94306 650-645-9000
Hearing Date and Time Hearing Department Hearing Type / Comments
5/16/2025 09:00 AM Department: C-73 (Cancelled) Case Management Conference
CMC to be heard with motion
5/16/2025 09:00 AM Department: C-73 (Cancelled) Motion Hearing
1/30/2026 02:00 PM Department: C-73 Status Conference
ROA Number Event Date Event Type / Comments
Documents
116 3/12/2025 Substitution of Attorney Civil (without Court Order)
Filed by Xinjuan Bi, Jorge Valdeiglesias
Filed By: Plaintiff Valdeiglesias, Jorge
Plaintiff Bi, Xinjuan
Preview Substitution of Attorney Civil (without Court Order)
  • Page Count: 2
115 3/10/2025 Order
Granting Stipulation to Continue Hearing on Defendant Clarity Fund Management LLCs Motion To Compel Arbitration and for Stay of Proceedings and Case Management Conference Filed by Xinjuan Bi, Jorge Valdeiglesias
Filed By: Plaintiff Valdeiglesias, Jorge
Plaintiff Bi, Xinjuan
Preview Order (Granting Stipulation to Continue Hearing on Defendant Clarity Fund Management LLCs Motion To
  • Page Count: 4
3/7/2025 09:30 AM (Cancelled) Motion Hearing
  • Hearing Date: 3/7/2025 09:30 AM
  • Judges: Central, C-71; POLLACK, GREGORY W.;
  • Department: C-71
  • Cancellation Reason: Vacated
 N/A
3/7/2025 09:30 AM (Cancelled) Motion Hearing
  • Hearing Date: 3/7/2025 09:30 AM
  • Judges: Central, C-71; POLLACK, GREGORY W.;
  • Department: C-71
  • Cancellation Reason: Court's Own Motion
 N/A
3/7/2025 09:30 AM (Cancelled) Motion Hearing
  • Hearing Date: 3/7/2025 09:30 AM
  • Judges: Central, C-71; POLLACK, GREGORY W.;
  • Department: C-71
  • Cancellation Reason: Court's Own Motion
 N/A
3/7/2025 09:30 AM (Cancelled) Motion to Quash
  • Hearing Date: 3/7/2025 09:30 AM
  • Judges: Central, C-71; POLLACK, GREGORY W.;
  • Department: C-71
  • Cancellation Reason: Court's Own Motion
 N/A
2/28/2025 09:30 AM (Cancelled) Motion to Quash
  • Hearing Date: 2/28/2025 09:30 AM
  • Judges: Central, C-71; POLLACK, GREGORY W.;
  • Department: C-71
  • Cancellation Reason: Court's Own Motion
 N/A
114 2/25/2025 Stipulation - Fee Due
to Continue Hearing on Defendant Clarity Fund Management LLCs Motion To Compel Arbitration and for Stay of Proceedings and Case Management Conference Filed by Xinjuan Bi, Clarity Fund Management LLC, Jorge Valdeiglesias
Filed By: Plaintiff Valdeiglesias, Jorge
Plaintiff Bi, Xinjuan
Defendant Clarity Fund Management LLC
Preview Stipulation - Fee Due (to Continue Hearing on Defendant Clarity Fund Management LLCs Motion To Compe
  • Page Count: 5
112 2/4/2025 Order
Granting Stipulation to Continue Hearing on Defendants Motion to Compel Arbitration Filed by Xinjuan Bi, Jorge Valdeiglesias
Filed By: Plaintiff Valdeiglesias, Jorge
Plaintiff Bi, Xinjuan
Preview Order (Granting Stipulation to Continue Hearing on Defendants Motion to Compel Arbitration)
  • Page Count: 4
1/17/2025 09:30 AM (Cancelled) Motion Hearing
Motion to be Relieved as Counsel
  • Hearing Date: 1/17/2025 09:30 AM
  • Judges: Central, C-71; POLLACK, GREGORY W.;
  • Department: C-71
  • Cancellation Reason: Vacated
 N/A
110 1/17/2025 Notice of Rescheduled Hearing
Preview Notice of Rescheduled Hearing SD
  • Page Count: 2
111 1/14/2025 Stipulation - Fee Due
to Continue Hearing on Defendants Motion to Compel Arbitration Filed by Xinjuan Bi, Jorge Valdeiglesias
Filed By: Plaintiff Valdeiglesias, Jorge
Plaintiff Bi, Xinjuan
Preview Stipulation - Fee Due (to Continue Hearing on Defendants Motion to Compel Arbitration)
  • Page Count: 5
12/13/2024 01:30 PM (Cancelled) Case Management Conference
  • Hearing Date: 12/13/2024 01:30 PM
  • Judges: Central, C-71; POLLACK, GREGORY W.;
  • Department: C-71
  • Cancellation Reason: Court's Own Motion
 N/A
107 12/10/2024 Order
Granting Stipulation to Continue Filed by Xinjuan Bi, Jorge Valdeiglesias
Filed By: Plaintiff Valdeiglesias, Jorge
Plaintiff Bi, Xinjuan
Preview Order (Granting Stipulation to Continue)
  • Page Count: 4
108 12/5/2024 Stipulation - Fee Due
to Continue Filed by Xinjuan Bi, Clarity Fund Management LLC, Jorge Valdeiglesias
Filed By: Plaintiff Valdeiglesias, Jorge
Plaintiff Bi, Xinjuan
Defendant Clarity Fund Management LLC
Preview Stipulation - Fee Due (to Continue)
  • Page Count: 5
106 12/5/2024 Notice of Rescheduled Hearing
Preview Notice of Rescheduled Hearing SD
  • Page Count: 2
105 11/25/2024 Clerk's Certificate of Service by Mail
Preview Clerk's Certificate of Service By Mail SD - Selected Addressees
  • Page Count: 1
104 11/25/2024 Minute Order
Preview Minute Order SD (JO Signature)
  • Page Count: 2
11/22/2024 09:00 AM Motion Hearing
Motion to compel Arbitration
  • Hearing Date: 11/22/2024 09:00 AM
  • Judges: Central, C-73; WOHLFEIL, JOEL R;
  • Department: C-73
 N/A
11/22/2024 09:00 AM Motion Hearing
Motion to seal
  • Hearing Date: 11/22/2024 09:00 AM
  • Judges: Central, C-73; WOHLFEIL, JOEL R;
  • Department: C-73
 N/A
11/22/2024 09:00 AM Motion Hearing
Motion to compel Arbitration
  • Hearing Date: 11/22/2024 09:00 AM
  • Judges: Central, C-73; WOHLFEIL, JOEL R;
  • Department: C-73
 N/A
103 11/22/2024 Declaration
CONFIDENTIAL: FILED UNDER SEAL SUPPLEMENTAL DECLARATION OF LYNN R. LEVITAN, ESQ. IN SUPPORT OF SPECIALLY APPEARING DEFENDANTS MOTION TO SEAL RECORDS, OR ALTNERATIVELY, STRIKE NAME FROM ALL PLEADINGS (Declarations)
Refers To: Defendant Pierson, Shelley Ann
Preview Declaration (CONFIDENTIAL: FILED UNDER SEAL SUPPLEMENTAL DECLARATION OF LYNN R. LEVITAN, ESQ. IN SUP
  • Page Count: 4
102 11/22/2024 Appointment of Official Reporter Pro Tempore
Cathy Bell CSR 5454
 Preview Appointment of Official Reporter Pro Tempore
  • Page Count: 1
101 11/22/2024 Minute Order
Preview Minute Order SD
  • Page Count: 1
100 11/22/2024 Matter Taken Under Submission
N/A
99 11/22/2024 Notice of Related Case
Notice of Related Case
Refers To: Defendant Whillock Insurance Services & Risk Management LLC
Defendant Surrogate Alternatives Inc
Preview Notice of Related Case (Notice of Related Case)
  • Page Count: 4
98 11/21/2024 Tentative Ruling Published
Tentative Rulings
  • Page Count: 8
97 11/15/2024 Reply
Defendants' Reply in Support of Motion to Compel Arbitration and for Stay of Proceedings
Refers To: Defendant Whillock Insurance Services & Risk Management LLC
Defendant Surrogate Alternatives Inc
Preview Reply (Defendants' Reply in Support of Motion to Compel Arbitration and for Stay of Proceedings)
  • Page Count: 14
96 11/15/2024 Reply
Reply (Comment)
Refers To: Defendant Pierson, Shelley Ann
Preview Reply (Reply (Comment))
  • Page Count: 8
95 11/15/2024 Reply
Reply (Comment)
Refers To: Defendant Pierson, Shelley Ann
Preview Reply (Reply (Comment))
  • Page Count: 12
92 11/13/2024 System Generated Notice E-mailed
N/A
90 11/13/2024 Rejected Filing
Peremptory Challenge
Filed By: Defendant Buck, Dr Jamie
Defendant Kane, Dr Brittany
Defendant Welchman, Dr Caroline
Defendant Curtis, Dr Dianna
Preview E-Filing Rejection Notice SD
  • Page Count: 1
89 11/8/2024 Opposition
Plaintiffs Opposition to Defendant Shelley Ann Piersons Motion to Seal Records or Alternatively, Strike Name From All Pleadings (Oppositions)
Refers To: Plaintiff Valdeiglesias, Jorge
Plaintiff Bi, Xinjuan
Preview Opposition (Plaintiffs Opposition to Defendant Shelley Ann Piersons Motion to Seal Records or Altern
  • Page Count: 11
88 11/8/2024 Declaration
Declaration of Xinjuan Bi in Support of Plaintiffs Opposition to Defendant Shelley Ann Piersons Motion To Seal Records or Alternatively, Strike Name From All Pleadings (Declarations)
Refers To: Plaintiff Valdeiglesias, Jorge
Plaintiff Bi, Xinjuan
Preview Declaration (Declaration of Xinjuan Bi in Support of Plaintiffs Opposition to Defendant Shelley Ann
  • Page Count: 10
87 11/8/2024 Opposition
Plaintiffs Opposition to Defendant Shelley Ann Piersons Motion to Compel Arbitration and for Stay of Proceedings (Oppositions)
Refers To: Plaintiff Valdeiglesias, Jorge
Plaintiff Bi, Xinjuan
Preview Opposition (Plaintiffs Opposition to Defendant Shelley Ann Piersons Motion to Compel Arbitration and
  • Page Count: 17
86 11/8/2024 Opposition
Plaintiffs Opposition to Defendants Surrogate Alternatives, Inc. And Whillock Insurance Services & Risk Management, Llcs Motion to Compel Arbitration and for Stay of Proceedings (Oppositions)
Refers To: Plaintiff Valdeiglesias, Jorge
Plaintiff Bi, Xinjuan
Preview Opposition (Plaintiffs Opposition to Defendants Surrogate Alternatives, Inc. And Whillock Insurance
  • Page Count: 16
11/1/2024 09:00 AM (Cancelled) Motion Hearing
  • Hearing Date: 11/1/2024 09:00 AM
  • Judges: Central, C-73; WOHLFEIL, JOEL R;
  • Department: C-73
  • Cancellation Reason: Off Calendar by Defendant
 N/A
85 10/31/2024 Proof of Service
Proof of Service (Comment) Filed by Clarity Fund Management LLC
Filed By: Defendant Clarity Fund Management LLC
Preview Proof of Service (Proof of Service (Comment))
  • Page Count: 2
84 10/31/2024 Memorandum of Points & Authorities
Memorandum of Points & Authorities (Memos) Filed by Clarity Fund Management LLC
Filed By: Defendant Clarity Fund Management LLC
Preview Memorandum of Points and Authorities (Memorandum of Points & Authorities (Memos))
  • Page Count: 8
83 10/31/2024 Declaration
Of Monty A. Mcintyre Filed by Clarity Fund Management LLC
Filed By: Defendant Clarity Fund Management LLC
Preview Declaration (Of Monty A. Mcintyre )
  • Page Count: 184
82 10/31/2024 Amended Motion
Filed by Clarity Fund Management LLC
Filed By: Defendant Clarity Fund Management LLC
Preview Amended Motion
  • Page Count: 2
78 10/29/2024 Notice of Remote Appearance
Notice of Remote Appearance
Refers To: Defendant Whillock Insurance Services & Risk Management LLC
Defendant Surrogate Alternatives Inc
Preview Notice of Remote Appearance (Notice of Remote Appearance)
  • Page Count: 4
10/25/2024 09:00 AM (Cancelled) Motion to Quash
Carlion Medical center- Motion to Quash
  • Hearing Date: 10/25/2024 09:00 AM
  • Judges: Central, C-73; WOHLFEIL, JOEL R;
  • Department: C-73
  • Cancellation Reason: Off Calendar by Defendant
 N/A
10/25/2024 09:00 AM (Cancelled) Motion to Quash
Dr Welchmen, Dr Buck etc -Motion to Quash Summons
  • Hearing Date: 10/25/2024 09:00 AM
  • Judges: Central, C-73; WOHLFEIL, JOEL R;
  • Department: C-73
  • Cancellation Reason: Off Calendar by Defendant
 N/A
113 10/24/2024 Request for Dismissal of Party, Cause of Actn, or Cross-Comp
Eighth Cause of Action as to Willock Insurance Services & Risk Management LLC Filed by Xinjuan Bi, Jorge Valdeiglesias
Filed By: Plaintiff Valdeiglesias, Jorge
Plaintiff Bi, Xinjuan
Preview Request for Dismissal of Party, Cause of Action, or Cross-Complaint (Eighth Cause of Action as to Wi
  • Page Count: 5
76 10/23/2024 Notice of Related Case
Notice of Related Case (Notices)
Refers To: Plaintiff Valdeiglesias, Jorge
Plaintiff Bi, Xinjuan
Preview Notice of Related Case (Notice of Related Case (Notices))
  • Page Count: 5
72 10/18/2024 Notice of Related Case
Notice of Related Case
Refers To: Defendant Pierson, Shelley Ann
Preview Notice of Related Case (Notice of Related Case)
  • Page Count: 4
109 10/15/2024 Notice
SPECIALLY APPEARING DEFENDANTS NOTICE OF RESCHEDULING OF HEARINGS ON MOTION TO SEAL AND MOTION TO COMPEL ARBITRATION AND STAY PROCEEDINGS Filed by Shelley Ann Pierson
Filed By: Defendant Pierson, Shelley Ann
Preview Notice (SPECIALLY APPEARING DEFENDANTS NOTICE OF RESCHEDULING OF HEARINGS ON MOTION TO SEAL AND MOTI
  • Page Count: 4
94 10/11/2024 Order
Filed by Xinjuan Bi, Surrogate Alternatives Inc, Jorge Valdeiglesias, Whillock Insurance Services & Risk Management LLC
Filed By: Plaintiff Valdeiglesias, Jorge
Plaintiff Bi, Xinjuan
Defendant Whillock Insurance Services & Risk Management LLC
Defendant Surrogate Alternatives Inc
Preview Order
  • Page Count: 5
10/10/2024 08:30 AM (Cancelled) Ex Parte Hearing
  • Hearing Date: 10/10/2024 08:30 AM
  • Judges: Central, C-73; WOHLFEIL, JOEL R;
  • Department: C-73
  • Cancellation Reason: Off Calendar by Plaintiff
 N/A
93 10/10/2024 Stipulation - Fee Due
Filed by Xinjuan Bi, Surrogate Alternatives Inc, Jorge Valdeiglesias, Whillock Insurance Services & Risk Management LLC
Filed By: Plaintiff Valdeiglesias, Jorge
Plaintiff Bi, Xinjuan
Defendant Surrogate Alternatives Inc
Defendant Whillock Insurance Services & Risk Management LLC
Preview Stipulation - Fee Due
  • Page Count: 6
81 10/10/2024 Order
TO CONTINUE HEARING ON DEFENDANT Filed by Xinjuan Bi, Jorge Valdeiglesias
Filed By: Plaintiff Valdeiglesias, Jorge
Plaintiff Bi, Xinjuan
Preview Order (TO CONTINUE HEARING ON DEFENDANT)
  • Page Count: 5
80 10/8/2024 Stipulation - Fee Due
TO CONTINUE HEARING ON DEFENDANTS Filed by Xinjuan Bi, Surrogate Alternatives Inc, Jorge Valdeiglesias, Whillock Insurance Services & Risk Management LLC
Filed By: Plaintiff Valdeiglesias, Jorge
Plaintiff Bi, Xinjuan
Defendant Surrogate Alternatives Inc
Defendant Whillock Insurance Services & Risk Management LLC
Preview Stipulation - Fee Due (TO CONTINUE HEARING ON DEFENDANTS)
  • Page Count: 6
79 10/8/2024 Request for Dismissal
PARTY Filed by Xinjuan Bi, Jorge Valdeiglesias
Filed By: Plaintiff Valdeiglesias, Jorge
Plaintiff Bi, Xinjuan
Refers To: Defendant Carilion Roanoke Memorial Hospital
Defendant Welchman, Dr Caroline
Defendant Buck, Dr Jamie
Defendant Curtis, Dr Dianna
Defendant Kane, Dr Brittany
Preview Request for Dismissal (PARTY)
  • Page Count: 5
71 9/19/2024 Notice of Appearance (Unlimited)
Filed by Xinjuan Bi, Jorge Valdeiglesias
Filed By: Plaintiff Valdeiglesias, Jorge
Plaintiff Bi, Xinjuan
Preview Notice of Appearance (Unlimited)
  • Page Count: 5
70 9/4/2024 Notice
Notice of Ruling on SAI's Ex Parte Application to Remove or Seal Confidential Documents from the Register of Actions Filed by Surrogate Alternatives Inc
Filed By: Defendant Surrogate Alternatives Inc
Refers To: Plaintiff Bi, Xinjuan
Plaintiff Valdeiglesias, Jorge
Defendant Pierson, Shelley Ann
Defendant Clarity Fund Management LLC
Defendant Whillock Insurance Services & Risk Management LLC
Defendant Carilion Roanoke Memorial Hospital
Defendant Welchman, Dr Caroline
Defendant Buck, Dr Jamie
Defendant Kane, Dr Brittany
Defendant Curtis, Dr Dianna
Preview Notice (Notice of Ruling on SAI's Ex Parte Application to Remove or Seal Confidential Documents from
  • Page Count: 7
77 8/27/2024 Notice
Notice of Rescheduled Hearing re SAI's and Whillock Insurance Services & Rick Management, LLC's Motion to Compel Arbitration and Stay Proceedings Filed by Surrogate Alternatives Inc, Whillock Insurance Services & Risk Management LLC
Filed By: Defendant Whillock Insurance Services & Risk Management LLC
Defendant Surrogate Alternatives Inc
Preview Notice (Notice of Rescheduled Hearing re SAI's and Whillock Insurance Services & Rick Management, LL
  • Page Count: 4
67 8/27/2024 Proof of Service
Proof of Service (Comment) Filed by Shelley Ann Pierson
Filed By: Defendant Pierson, Shelley Ann
Preview Proof of Service (Proof of Service (Comment))
  • Page Count: 3
66 8/23/2024 Order
Granting Defendant Surrogate Alternatives Inc's Ex Parte Application to Remove or Seal Confidential Documents from the Court's Register of Actions
 Preview Order
  • Page Count: 2
8/22/2024 08:30 AM Ex Parte Hearing
  • Hearing Date: 8/22/2024 08:30 AM
  • Judges: Central, C-73; WOHLFEIL, JOEL R;
  • Department: C-73
 N/A
75 8/22/2024 Notice of New Hearing Date
Notice of New Hearing Date/Rescheduled Hearing re Motion to Quash Filed by Carilion Roanoke Memorial Hospital
Filed By: Defendant Carilion Roanoke Memorial Hospital
Preview Notice of New Hearing Date (Notice of New Hearing Date/Rescheduled Hearing re Motion to Quash)
  • Page Count: 6
74 8/22/2024 Notice of New Hearing Date
Filed by Dr Jamie Buck, Dr Dianna Curtis, Dr Brittany Kane, Dr Caroline Welchman
Filed By: Defendant Buck, Dr Jamie
Defendant Kane, Dr Brittany
Defendant Welchman, Dr Caroline
Defendant Curtis, Dr Dianna
Preview Notice of New Hearing Date
  • Page Count: 4
68 8/22/2024 Proposed Order
Filed By: Defendant Surrogate Alternatives Inc
Preview Proposed Order
  • Page Count: 2
65 8/22/2024 Minute Order
Preview Minute Order SD (JO Signature)
  • Page Count: 1
73 8/21/2024 Notice of Remote Appearance
Filed by Xinjuan Bi, Jorge Valdeiglesias
Filed By: Plaintiff Valdeiglesias, Jorge
Plaintiff Bi, Xinjuan
Preview Notice of Remote Appearance
  • Page Count: 2
57 8/21/2024 Declaration
Declaration (Declarations)
Filed By: Defendant Whillock Insurance Services & Risk Management LLC
Defendant Surrogate Alternatives Inc
Preview Declaration (Declaration (Declarations))
  • Page Count: 3
56 8/21/2024 Proposed Order
Proposed Order (Orders)
Filed By: Defendant Whillock Insurance Services & Risk Management LLC
Defendant Surrogate Alternatives Inc
Preview Proposed Order (Proposed Order (Orders))
  • Page Count: 2
55 8/21/2024 Proof of Service
Proof of Service (Comment)
Filed By: Defendant Whillock Insurance Services & Risk Management LLC
Defendant Surrogate Alternatives Inc
Preview Proof of Service (Proof of Service (Comment))
  • Page Count: 3
54 8/21/2024 Ex Parte Application and Supporting Documents
Ex Parte Application and Supporting Documents - $60.00 (Applications)
Filed By: Defendant Whillock Insurance Services & Risk Management LLC
Defendant Surrogate Alternatives Inc
Preview Ex Parte Application and Supporting Documents (Ex Parte Application and Supporting Documents - $60.0
  • Page Count: 6
64 8/12/2024 Motion - Other
TO SEAL RECORDS Filed by Shelley Ann Pierson
Filed By: Defendant Pierson, Shelley Ann
Preview Motion - Other (TO SEAL RECORDS )
  • Page Count: 7
63 8/12/2024 Motion - Other
TO COMPEL ARBITRATION AND FOR STAY OF PROCEEDINGS Filed by Shelley Ann Pierson
Filed By: Defendant Pierson, Shelley Ann
Preview Motion - Other (TO COMPEL ARBITRATION AND FOR STAY OF PROCEEDINGS)
  • Page Count: 8
62 8/12/2024 Declaration
Declaration (Declarations) Filed by Shelley Ann Pierson
Filed By: Defendant Pierson, Shelley Ann
Preview Declaration (Declaration (Declarations))
  • Page Count: 5
61 8/12/2024 Declaration
Declaration (Declarations) Filed by Shelley Ann Pierson
Filed By: Defendant Pierson, Shelley Ann
Preview Declaration (Declaration (Declarations))
  • Page Count: 2
60 8/12/2024 Proposed Order
Order (Orders) Filed by Shelley Ann Pierson
Filed By: Defendant Pierson, Shelley Ann
Preview Proposed Order (Order (Orders))
  • Page Count: 2
59 8/12/2024 Proposed Order
Order (Orders) Filed by Shelley Ann Pierson
Filed By: Defendant Pierson, Shelley Ann
Preview Proposed Order (Order (Orders))
  • Page Count: 2
58 8/12/2024 Notice of Lodgment
NOTICE OF LODGMENT OF RECORDS UNDER SEAL (Notices) Filed by Shelley Ann Pierson
Filed By: Defendant Pierson, Shelley Ann
Preview Notice of Lodgment (NOTICE OF LODGMENT OF RECORDS UNDER SEAL (Notices))
  • Page Count: 2
69 8/8/2024 Notice of Appearance (Unlimited)
Notice of Appearance Filed by Surrogate Alternatives Inc
Filed By: Defendant Surrogate Alternatives Inc
Preview Notice of Appearance (Unlimited) (Notice of Appearance )
  • Page Count: 4
53 8/8/2024 Proof of Service
Proof of Service Filed by Surrogate Alternatives Inc
Filed By: Defendant Surrogate Alternatives Inc
Preview Proof of Service (Proof of Service)
  • Page Count: 3
52 8/8/2024 Proposed Order
Proposed Order Filed by Surrogate Alternatives Inc
Filed By: Defendant Surrogate Alternatives Inc
Preview Proposed Order (Proposed Order)
  • Page Count: 2
51 8/8/2024 Declaration
Declaration of Vivian Wilborne in Support Filed by Surrogate Alternatives Inc
Filed By: Defendant Surrogate Alternatives Inc
Declaration (Declaration of Vivian Wilborne in Support)
  • Page Count: 21
50 8/8/2024 Declaration
Declaration of Vivian Wilborne in Support Filed by Surrogate Alternatives Inc
Filed By: Defendant Surrogate Alternatives Inc
Preview Declaration (Declaration of Vivian Wilborne in Support)
  • Page Count: 21
49 8/8/2024 Memorandum of Points & Authorities
Defendant Surrogate Alternatives, Inc. Memorandum of Points & Authorities in Support of its Motion to file the Surrogate Alternatives, Inc. (SAI) Retainer Agreement Under Seal Filed by Surrogate Alternatives Inc
Filed By: Defendant Surrogate Alternatives Inc
Preview Memorandum of Points and Authorities (Defendant Surrogate Alternatives, Inc. Memorandum of Points &
  • Page Count: 5
48 8/8/2024 Motion
Defendant Surrogate Alternatives, Inc. Notice of Motion to File Surrogate Alternatives, Inc.'s (SAI) Retainer Agreement Under Seal Filed by Surrogate Alternatives Inc
Filed By: Defendant Surrogate Alternatives Inc
Preview Motion (Defendant Surrogate Alternatives, Inc. Notice of Motion to File Surrogate Alternatives, Inc.
  • Page Count: 2
47 8/8/2024 Proof of Service
Proof of Service Filed by Surrogate Alternatives Inc, Whillock Insurance Services & Risk Management LLC
Filed By: Defendant Whillock Insurance Services & Risk Management LLC
Defendant Surrogate Alternatives Inc
Preview Proof of Service (Proof of Service)
  • Page Count: 3
46 8/8/2024 Proposed Order
Proposed Order Filed by Surrogate Alternatives Inc, Whillock Insurance Services & Risk Management LLC
Filed By: Defendant Whillock Insurance Services & Risk Management LLC
Defendant Surrogate Alternatives Inc
Preview Proposed Order (Proposed Order)
  • Page Count: 2
45 8/8/2024 Declaration
Declaration of Melinda M. Morton in Support Filed by Surrogate Alternatives Inc, Whillock Insurance Services & Risk Management LLC
Filed By: Defendant Whillock Insurance Services & Risk Management LLC
Defendant Surrogate Alternatives Inc
Preview Declaration (Declaration of Melinda M. Morton in Support)
  • Page Count: 10
44 8/8/2024 Declaration
Declaration of Staci Whillock in Support Filed by Surrogate Alternatives Inc, Whillock Insurance Services & Risk Management LLC
Filed By: Defendant Whillock Insurance Services & Risk Management LLC
Defendant Surrogate Alternatives Inc
Preview Declaration (Declaration of Staci Whillock in Support)
  • Page Count: 6
43 8/8/2024 Declaration
Declaration of Vivian Wilborne in Support Filed by Surrogate Alternatives Inc, Whillock Insurance Services & Risk Management LLC
Filed By: Defendant Whillock Insurance Services & Risk Management LLC
Defendant Surrogate Alternatives Inc
Preview Declaration (Declaration of Vivian Wilborne in Support)
  • Page Count: 3
42 8/8/2024 Memorandum of Points & Authorities
Memorandum of Points & Authorities in Support of Defendants' Motion to Compel Arbitration and for Stay of Proceedings Filed by Surrogate Alternatives Inc, Whillock Insurance Services & Risk Management LLC
Filed By: Defendant Whillock Insurance Services & Risk Management LLC
Defendant Surrogate Alternatives Inc
Preview Memorandum of Points and Authorities (Memorandum of Points & Authorities in Support of Defendants' M
  • Page Count: 15
41 8/8/2024 Motion
Defendants' Notice of Motion to Compel Arbitration and Stay Proceedings Filed by Surrogate Alternatives Inc, Whillock Insurance Services & Risk Management LLC
Filed By: Defendant Whillock Insurance Services & Risk Management LLC
Defendant Surrogate Alternatives Inc
Preview Motion (Defendants' Notice of Motion to Compel Arbitration and Stay Proceedings)
  • Page Count: 2
40 8/8/2024 Notice of Hearing
Preview Notice of Hearing SD
  • Page Count: 2
39 8/8/2024 Notice of Case Reassignment SD
Preview Notice of Case Reassignment SD
  • Page Count: 2
38 8/6/2024 Answer/Response/Denial (Unlimited)
Filed By: Defendant Whillock Insurance Services & Risk Management LLC
Refers To: Plaintiff Bi, Xinjuan
Preview Answer/Response/Denial (Unlimited)
  • Page Count: 34
36 7/19/2024 Proof of Service
Proof of Service (Comment) Filed by Clarity Fund Management LLC
Filed By: Defendant Clarity Fund Management LLC
Preview Proof of Service (Proof of Service (Comment))
  • Page Count: 2
35 7/19/2024 Memorandum of Points & Authorities
Memorandum of Points & Authorities (Memos) Filed by Clarity Fund Management LLC
Filed By: Defendant Clarity Fund Management LLC
Preview Memorandum of Points and Authorities (Memorandum of Points & Authorities (Memos))
  • Page Count: 8
34 7/19/2024 Motion - Other
TO COMPEL ARBITRATION AND STAY PROCEEDINGS Filed by Clarity Fund Management LLC
Filed By: Defendant Clarity Fund Management LLC
Preview Motion - Other (TO COMPEL ARBITRATION AND STAY PROCEEDINGS)
  • Page Count: 2
17 7/15/2024 Proof of Service
Proof of Service of Motion to Quash
Filed By: Defendant Buck, Dr Jamie
Refers To: Defendant Kane, Dr Brittany
Defendant Welchman, Dr Caroline
Defendant Curtis, Dr Dianna
Preview Proof of Service (Proof of Service of Motion to Quash)
  • Page Count: 3
33 7/12/2024 Declaration
Declaration OF LVS ISO MTQ w-Exhibits
Filed By: Defendant Buck, Dr Jamie
Refers To: Defendant Kane, Dr Brittany
Defendant Welchman, Dr Caroline
Defendant Curtis, Dr Dianna
Preview Declaration (Declaration OF LVS ISO MTQ w-Exhibits)
  • Page Count: 91
32 7/12/2024 Proposed Order
Proposed Order re MTQ Filed by Dr Jamie Buck, Dr Dianna Curtis, Dr Brittany Kane, Dr Caroline Welchman
Filed By: Defendant Buck, Dr Jamie
Defendant Kane, Dr Brittany
Defendant Welchman, Dr Caroline
Defendant Curtis, Dr Dianna
Preview Proposed Order (Proposed Order re MTQ)
  • Page Count: 2
31 7/12/2024 Declaration
Declaration of Dr. Kane ISO MTQ Filed by Dr Jamie Buck, Dr Dianna Curtis, Dr Brittany Kane, Dr Caroline Welchman
Filed By: Defendant Buck, Dr Jamie
Defendant Kane, Dr Brittany
Defendant Welchman, Dr Caroline
Defendant Curtis, Dr Dianna
Preview Declaration (Declaration of Dr. Kane ISO MTQ)
  • Page Count: 4
30 7/12/2024 Declaration
Declaration of Dr. Curtis ISO MTQ Filed by Dr Jamie Buck, Dr Dianna Curtis, Dr Brittany Kane, Dr Caroline Welchman
Filed By: Defendant Buck, Dr Jamie
Defendant Kane, Dr Brittany
Defendant Welchman, Dr Caroline
Defendant Curtis, Dr Dianna
Preview Declaration (Declaration of Dr. Curtis ISO MTQ)
  • Page Count: 4
29 7/12/2024 Declaration
Declaration of Dr. Buck ISO MTQ Filed by Dr Jamie Buck, Dr Dianna Curtis, Dr Brittany Kane, Dr Caroline Welchman
Filed By: Defendant Buck, Dr Jamie
Defendant Kane, Dr Brittany
Defendant Welchman, Dr Caroline
Defendant Curtis, Dr Dianna
Preview Declaration (Declaration of Dr. Buck ISO MTQ)
  • Page Count: 4
28 7/12/2024 Declaration
Declaration of Dr. Welchman ISO MTQ Filed by Dr Jamie Buck, Dr Dianna Curtis, Dr Brittany Kane, Dr Caroline Welchman
Filed By: Defendant Buck, Dr Jamie
Defendant Kane, Dr Brittany
Defendant Welchman, Dr Caroline
Defendant Curtis, Dr Dianna
Preview Declaration (Declaration of Dr. Welchman ISO MTQ)
  • Page Count: 4
27 7/12/2024 Declaration
Declaration OF LVS ISO MTQ Filed by Dr Jamie Buck, Dr Dianna Curtis, Dr Brittany Kane, Dr Caroline Welchman
Filed By: Defendant Buck, Dr Jamie
Defendant Kane, Dr Brittany
Defendant Welchman, Dr Caroline
Defendant Curtis, Dr Dianna
Preview Declaration (Declaration OF LVS ISO MTQ)
  • Page Count: 4
26 7/12/2024 Memorandum of Points & Authorities
Memorandum of Points & Authorities Filed by Dr Jamie Buck, Dr Dianna Curtis, Dr Brittany Kane, Dr Caroline Welchman
Filed By: Defendant Buck, Dr Jamie
Defendant Kane, Dr Brittany
Defendant Welchman, Dr Caroline
Defendant Curtis, Dr Dianna
Preview Memorandum of Points and Authorities (Memorandum of Points & Authorities)
  • Page Count: 13
25 7/12/2024 Motion to Quash Service of Summons
Motion to Quash Service of Summons Filed by Dr Jamie Buck, Dr Dianna Curtis, Dr Brittany Kane
Filed By: Defendant Buck, Dr Jamie
Defendant Kane, Dr Brittany
Defendant Curtis, Dr Dianna
Refers To: Defendant Welchman, Dr Caroline
Preview Motion to Quash Service of Summons (Motion to Quash Service of Summons)
  • Page Count: 4
24 7/12/2024 Proof of Service
Proof of Service in support of Motion to Quash Filed by Carilion Roanoke Memorial Hospital
Filed By: Defendant Carilion Roanoke Memorial Hospital
Preview Proof of Service (Proof of Service in support of Motion to Quash)
  • Page Count: 3
23 7/12/2024 Proposed Order
Proposed Order Sustaining Motion to Quash Filed by Carilion Roanoke Memorial Hospital
Filed By: Defendant Carilion Roanoke Memorial Hospital
Preview Proposed Order (Proposed Order Sustaining Motion to Quash)
  • Page Count: 2
22 7/12/2024 Notice of Lodgment
Notice of Lodgment in support of Motion to Quash Filed by Carilion Roanoke Memorial Hospital
Filed By: Defendant Carilion Roanoke Memorial Hospital
Preview Notice of Lodgment (Notice of Lodgment in support of Motion to Quash)
  • Page Count: 2
21 7/12/2024 Request for Judicial Notice
Request for Judicial Notice in support of Quash Filed by Carilion Roanoke Memorial Hospital
Filed By: Defendant Carilion Roanoke Memorial Hospital
Preview Request for Judicial Notice (Request for Judicial Notice in support of Quash)
  • Page Count: 3
20 7/12/2024 Declaration
Declaration in support of Motion to Quash Filed by Carilion Roanoke Memorial Hospital
Filed By: Defendant Carilion Roanoke Memorial Hospital
Preview Declaration (Declaration in support of Motion to Quash)
  • Page Count: 3
19 7/12/2024 Memorandum of Points & Authorities
Memorandum of Points & Authorities Filed by Carilion Roanoke Memorial Hospital
Filed By: Defendant Carilion Roanoke Memorial Hospital
Preview Memorandum of Points and Authorities (Memorandum of Points & Authorities)
  • Page Count: 21
18 7/12/2024 Motion to Quash Service of Summons
Motion to Quash Service of Summons Filed by Carilion Roanoke Memorial Hospital
Filed By: Defendant Carilion Roanoke Memorial Hospital
Preview Motion to Quash Service of Summons (Motion to Quash Service of Summons)
  • Page Count: 3
91 7/10/2024 Peremptory Challenge
Filed by Dr Jamie Buck, Dr Dianna Curtis, Dr Brittany Kane, Dr Caroline Welchman
Filed By: Defendant Welchman, Dr Caroline
Defendant Buck, Dr Jamie
Defendant Kane, Dr Brittany
Defendant Curtis, Dr Dianna
Preview Peremptory Challenge
  • Page Count: 2
37 7/8/2024 Substitution of Attorney Civil (without Court Order)
Filed By: Plaintiff Valdeiglesias, Jorge
Plaintiff Bi, Xinjuan
Preview Substitution of Attorney
  • Page Count: 3
16 7/1/2024 Proof of Service of 30-day Summons & Complaint
Proof of Service of 30-day Summons & Complaint - Substitute filed by Bi, Xinjuan; Valdeiglesias, Jorge.; Transaction Number: 22105913
Filed By: Plaintiff Bi, Xinjuan
Plaintiff Valdeiglesias, Jorge
Refers To: Defendant Clarity Fund Management LLC
Preview Proof of Service of 30-day Summons & Complaint - Substitute
  • Page Count: 3
15 6/24/2024 Proof of Service - Certified Mail - Out of State
Proof of Service - Certified Mail - Out of State filed by Bi, Xinjuan; Valdeiglesias, Jorge.; Transaction Number: 22099400
Filed By: Plaintiff Valdeiglesias, Jorge
Plaintiff Bi, Xinjuan
Refers To: Defendant Pierson, Shelley Ann
Preview Proof of Service - Certified Mail - Out of State
  • Page Count: 4
14 6/24/2024 Proof of Service - Certified Mail - Out of State
Proof of Service - Certified Mail - Out of State filed by Bi, Xinjuan; Valdeiglesias, Jorge.; Transaction Number: 22099352
Filed By: Plaintiff Bi, Xinjuan
Plaintiff Valdeiglesias, Jorge
Refers To: Defendant Carilion Roanoke Memorial Hospital
Preview Proof of Service - Certified Mail - Out of State
  • Page Count: 3
13 6/24/2024 Proof of Personal Service - Petition
Proof of Personal Service - Petition filed by Bi, Xinjuan; Valdeiglesias, Jorge.; Transaction Number: 22098823
Filed By: Plaintiff Valdeiglesias, Jorge
Plaintiff Bi, Xinjuan
Refers To: Defendant Whillock Insurance Services & Risk Management LLC
Preview Proof of Personal Service - Petition
  • Page Count: 3
12 6/24/2024 Proof of Service - Certified Mail - Out of State
Proof of Service - Certified Mail - Out of State filed by Bi, Xinjuan; Valdeiglesias, Jorge.; Transaction Number: 22098681
Filed By: Plaintiff Valdeiglesias, Jorge
Plaintiff Bi, Xinjuan
Refers To: Defendant Carilion Roanoke Memorial Hospital
Preview Proof of Service - Certified Mail - Out of State
  • Page Count: 3
11 6/24/2024 Proof of Service - Certified Mail - Out of State
Proof of Service - Certified Mail - Out of State filed by Bi, Xinjuan; Valdeiglesias, Jorge.; Transaction Number: 22098545
Filed By: Plaintiff Valdeiglesias, Jorge
Plaintiff Bi, Xinjuan
Refers To: Defendant Curtis, Dr Dianna
Preview Proof of Service - Certified Mail - Out of State
  • Page Count: 4
10 6/24/2024 Proof of Service - Certified Mail - Out of State
Proof of Service - Certified Mail - Out of State filed by Bi, Xinjuan; Valdeiglesias, Jorge.; Transaction Number: 22098526
Filed By: Plaintiff Bi, Xinjuan
Plaintiff Valdeiglesias, Jorge
Refers To: Defendant Welchman, Dr Caroline
Preview Proof of Service - Certified Mail - Out of State
  • Page Count: 4
9 6/24/2024 Proof of Service - Certified Mail - Out of State
Proof of Service - Certified Mail - Out of State filed by Bi, Xinjuan; Valdeiglesias, Jorge.; Transaction Number: 22098504
Filed By: Plaintiff Valdeiglesias, Jorge
Plaintiff Bi, Xinjuan
Refers To: Defendant Buck, Dr Jamie
Preview Proof of Service - Certified Mail - Out of State
  • Page Count: 4
8 6/24/2024 Notice and Acknowledgment of Receipt
Notice and Acknowledgment of Receipt filed by Bi, Xinjuan; Valdeiglesias, Jorge.; Transaction Number: 22098426
Filed By: Plaintiff Valdeiglesias, Jorge
Plaintiff Bi, Xinjuan
Refers To: Defendant Surrogate Alternatives Inc
Preview Notice and Acknowledgment of Receipt
  • Page Count: 1
7 6/5/2024 Case initiation form printed.
Preview Notice of Case Assignment SD
  • Page Count: 2
6 6/5/2024 Civil Case Management Conference scheduled for 12/13/2024 at 01:30:00 PM at Central in C-71 Gregory W Pollack.
N/A
4 6/5/2024 Summons issued.
N/A
5 6/4/2024 Case assigned to Judicial Officer Pollack, Gregory.
N/A
2 6/4/2024 Civil Case Cover Sheet
Civil Case Cover Sheet filed by Bi, Xinjuan; Valdeiglesias, Jorge.; Transaction Number: 22079965
Filed By: Plaintiff Bi, Xinjuan
Plaintiff Valdeiglesias, Jorge
Refers To: Defendant Surrogate Alternatives Inc
Defendant Whillock Insurance Services & Risk Management LLC
Defendant Pierson, Shelley Ann
Defendant Carilion Roanoke Memorial Hospital
Defendant Welchman, Dr Caroline
Defendant Kane, Dr Brittany
Defendant Clarity Fund Management LLC
Defendant Buck, Dr Jamie
Defendant Curtis, Dr Dianna
Preview Civil Case Cover Sheet
  • Page Count: 2
3 6/4/2024 Summons (Civil)
Original Summons filed by Bi, Xinjuan; Valdeiglesias, Jorge.; Transaction Number: 22079965
Filed By: Plaintiff Valdeiglesias, Jorge
Plaintiff Bi, Xinjuan
Refers To: Defendant Clarity Fund Management LLC
Defendant Welchman, Dr Caroline
Defendant Pierson, Shelley Ann
Defendant Carilion Roanoke Memorial Hospital
Defendant Kane, Dr Brittany
Defendant Surrogate Alternatives Inc
Defendant Whillock Insurance Services & Risk Management LLC
Defendant Buck, Dr Jamie
Defendant Curtis, Dr Dianna
Preview Original Summons
  • Page Count: 2
1 6/4/2024 Civil Complaint
Complaint filed by Bi, Xinjuan; Valdeiglesias, Jorge.; Transaction Number: 22079965 Filed by Xinjuan Bi, Jorge Valdeiglesias
Filed By: Plaintiff Valdeiglesias, Jorge
Plaintiff Bi, Xinjuan
Refers To: Defendant Pierson, Shelley Ann
Defendant Surrogate Alternatives Inc
Defendant Whillock Insurance Services & Risk Management LLC
Defendant Clarity Fund Management LLC
Defendant Carilion Roanoke Memorial Hospital
Defendant Welchman, Dr Caroline
Defendant Kane, Dr Brittany
Defendant Buck, Dr Jamie
Defendant Curtis, Dr Dianna
Preview Complaint
  • Page Count: 64
Printable ROA
THE INFORMATION IN THIS REGISTER OF ACTIONS IS PROVIDED AS IS, WITHOUT WARRANTY BY THE SAN DIEGO SUPERIOR COURT AS TO CONTENT OR ACCURACY OF THE INFORMATION. The Entry Date on the Register of Actions may not always reflect the actual filing date of a document and not all documents filed with the Court are listed on the Register of Actions. It is recommended that users refer to the case file for confirmation.