Your case is unique, but you are not alone.

About 41,000 new cases are filed in U.S. courts every weekday. Behind each one is a person trying to understand what happens next. Here’s what the public record can tell you about this matter — and about the people deciding it.

  • Know your judge

    Every judge has a pattern — what they grant, what they deny, how they handle the kinds of motions your case will see.

  • Know your attorney

    See an attorney’s actual track record — case types, courts, and how they’ve performed in front of this judge before.

  • Know your court

    Every courthouse has its own rhythm — filing-to-resolution times, common dispositions, how often cases like yours settle.

Is this judge more likely to rule for the plaintiff or the defendant in cases of this type?

How has your attorney actually performed in front of this judge?

AICasePredict surfaces patterns from public court records. We don’t predict outcomes and we don’t recommend changing your attorney — that’s a conversation for you and them. We just show you what the record already says.

Full Analytics Report

  • Complete case narrative
  • Judge details and rulings
  • Case disposition and outcome
  • All docket entries
  • Related cases and filings
$20
One-time purchase
Photo of Windham County

Court

Windham County

Connecticut

View Court Profile

Case Information

Filed 2022-06-09
Type W 10 Wills Construction Of Wills And Trusts
Docket 171 entries

Parties

Plaintiff Roger C. Underwood Jr|Victoria Underwood 'veka' By And Through Her Father Roger C. Underwood Jr.|Alexander Underwood 'sasha'
Defendant Roger C. Underwood Sr|The Roger Calvin Underwood Sr. Grandchildren Irrevocable Trust, Trustee Roger C. Underwood, Sr.|The Roger Calvin Underwood Sr. Irrevocable Trust, Trustee Roger C. Underwood, Sr.|Charles Schwab Bank Upon Its Registered Agent For Service Removed|Jpmorgan Chase Bank With Service Upon Its Registered Agent Non Appearing

Lawyers

Docket Entries

  1. ORDER Signed Order
  2. APPEARANCE Appearance
  3. APPEARANCE Appearance
  4. APPEARANCE Appearance
  5. APPEARANCE Appearance
  6. NOTICE OF EX PARTE PREJUDGMENT REMEDY (JD-CV-55)
  7. APPLICATION FOR PREJUDGMENT REMEDY RESULT: Order 3/19/2023 HON MATTHEW AUGER
  8. PROPOSED WRIT SUMMONS AND COMPLAINT
  9. PRE-SERVICE ORDER FOR HEARING AND NOTICE
  10. SUMMONS
  11. MOTION FOR DISCLOSURE OF ASSETS RESULT: Denied 3/27/2023 HON ERIK LOHR
  12. AFFIDAVIT
  13. CONTINUATION OF PARTIES
  14. ORDER re: Mot. Disclosure of Assets #100.35 RESULT: Denied 3/27/2023 HON ERIK LOHR
  15. NOTICE
  16. PROPOSED ORDER
  17. ORDER RESULT: Denied 6/9/2022 HON ERIK LOHR
  18. RETURN OF SERVICE INCLUDING NOTICE OF 7/5/22 HEARING
  19. COMPLAINT SIGNED AND SERVED ON 6/13/2022 & 6/14/2022
  20. SUMMONS AND COMPLAINT SUMMONS ONLY - SIGNED AND SERVED ON 6/13/22 & 6/14/22
  21. MOTION FOR DEFAULT-FAILURE TO APPEAR AND JUDGMENT UNDER PB SECTION 17-23 AGAINST TRUST DEFENDANTS RESULT: Denied 8/15/2022 HON ERIK LOHR
  22. ORDER RESULT: Denied 8/15/2022 HON ERIK LOHR
  23. MOTION FOR DEFAULT-FAILURE TO PLEAD AS TO ROGER UNDERWOOD SR AND TRUST DEFENDANTS RESULT: Denied 9/22/2022 BY THE COURT
  24. ORDER RESULT: Denied 9/22/2022 BY THE COURT
  25. CASEFLOW REQUEST (JD-CV-116) FOR CONTINUATION OF 8/15/22 PJR HEARING (FIRST AVAILABLE FULL DAY)
  26. CASEFLOW REQUEST (JD-CV-116) REQUEST FOR EXCUSAL FROM 9/23/22 HEARING RESULT: Granted 9/20/2022 HON ERIK LOHR
  27. ORDER RESULT: Granted 9/20/2022 HON ERIK LOHR
  28. ANSWER AND SPECIAL DEFENSE
  29. MOTION FOR CONTINUANCE
  30. ORDER RESULT: Granted 9/22/2022 HON ERIK LOHR
  31. REPLY TO SPECIAL DEFENSE
  32. CERTIFICATE OF CLOSED PLEADINGS AND CLAIM FOR TRIAL LIST
  33. CASEFLOW REQUEST (JD-CV-116) PLAINTIFFS JOINING IN DEFENDANTS' MOTION TO CONTINUE
  34. ORDER RESULT: Granted 9/22/2022 HON ERIK LOHR
  35. CASEFLOW REQUEST (JD-CV-116) EXCUSAL FROM 10/11/22 & 10/21/22 Hearings - Charles Schwab Bank RESULT: Granted 9/30/2022 HON ERIK LOHR
  36. ORDER RESULT: Granted 9/30/2022 HON ERIK LOHR
  37. SCHEDULING ORDER by agreement of the parties - INDICTV
  38. ORDER RESULT: Granted 1/10/2023 HON MATTHEW AUGER
  39. WITHDRAWAL OF MOTION - APPLICATION FOR PREJUDGMENT REMEDY
  40. CASEFLOW REQUEST (JD-CV-116) EXCUSAL FROM 1/19/2023 STATUS CONFERENCE RESULT: Granted 12/12/2022 HON ERIK LOHR
  41. ORDER RESULT: Granted 12/12/2022 HON ERIK LOHR
  42. MOTION FOR ORDER TO UNFREEZE SCHWAB ACCOUNTS RESTRICTED PER PJR ORDER RESULT: Order 2/6/2023 HON JACK FISCHER
  43. ORDER RESULT: Order 2/6/2023 HON JACK FISCHER
  44. NOTICE Defendant's Notice of Filing Request for Admissions
  45. NOTICE Defendant's Notice of Filing Interrogatories and Req. for Production
  46. ORDER RESULT: Order 1/19/2023 HON MATTHEW AUGER
  47. OBJECTION TO MOTION TO UNFREEZE DEFENDANTS' CHARLES SCHWAB ACCOUNTS
  48. CASEFLOW REQUEST (JD-CV-116) EXCUSAL FROM 8-3-23 PRETRIAL CONFERENCE RESULT: Granted 2/2/2023 HON ERIK LOHR
  49. ORDER RESULT: Granted 2/2/2023 HON ERIK LOHR
  50. CASEFLOW REQUEST (JD-CV-116) EXCUSAL FROM 9-18-23 COURT TRIAL RESULT: Granted 2/2/2023 HON ERIK LOHR
  51. ORDER RESULT: Granted 2/2/2023 HON ERIK LOHR
  52. NOTICE OF SERVICE OF REQUEST FOR ADMISSION PB 13-22 INTERROGATORIES AND REQUESTS FOR PRODUCTION
  53. LIST OF EXHIBITS (JD-CL-28/JD-CL-28a)
  54. LIST OF EXHIBITS (JD-CL-28/JD-CL-28a) PLAINTIFFS
  55. NOTICE Compliance with Plaintiff's Requests for Admissions
  56. MOTION FOR SUMMARY JUDGMENT RESULT: Denied 3/27/2023 HON ERIK LOHR
  57. ORDER RESULT: Denied 3/27/2023 HON ERIK LOHR
  58. MEMORANDUM IN SUPPORT OF MOTION Motion for Summary Judgment
  59. MOTION FOR PERMISSION TO AMEND MOTION OR PLEADING TO WITHDRAW OR AMEND PLAINTIFF'S RESPONSES TO DEFENDANT'S REQUESTS FOR ADMISSIONS RESULT: Order 3/19/2023 HON MATTHEW AUGER
  60. ORDER RESULT: Order 3/19/2023 HON MATTHEW AUGER
  61. MOTION FOR EXTENSION OF TIME RE DISCOVERY MOTION OR REQUEST PB CH13 RESULT: Granted 3/27/2023 HON ERIK LOHR
  62. ORDER RESULT: Order 3/19/2023 HON MATTHEW AUGER
  63. ORDER RESULT: Granted 3/27/2023 HON ERIK LOHR
  64. ORDER RESULT: Granted 3/27/2023 HON ERIK LOHR
  65. OBJECTION 133.00 and 134.00 RESULT: Overruled 3/27/2023 HON ERIK LOHR
  66. ORDER RESULT: Overruled 3/27/2023 HON ERIK LOHR
  67. REPLY MEMORANDUM TO DEFENDANT'S OBJECTION TO PLAINTIFF'S MOTION TO WITHDRAW OR AMEND RESPONSES TO ADMISSIONS
  68. MOTION FOR EXTENSION OF TIME TO RESPOND TO OR OBJECT TO DEFENDANTS' MOTION FOR SUMMARY JUDGMENT RESULT: Denied 3/27/2023 HON ERIK LOHR
  69. ORDER RESULT: Denied 3/27/2023 HON ERIK LOHR
  70. ORDER Regarding Application for PJR #100.31 RESULT: Order 3/19/2023 HON MATTHEW AUGER
  71. ORDER Regarding Motion for disclosure of assets 100.35 RESULT: Off 3/19/2023 HON MATTHEW AUGER
  72. CASEFLOW REQUEST (JD-CV-116) REQUEST FOR EXCUSAL FROM 3/27/23 HEARING
  73. ORDER RESULT: Granted 3/24/2023 HON ERIK LOHR
  74. MOTION FOR EXTENSION OF TIME RE DISCOVERY MOTION OR REQUEST PB CH13 RESULT: Granted 3/29/2023 HON ERIK LOHR
  75. ORDER RESULT: Granted 3/29/2023 HON ERIK LOHR
  76. SCHEDULING ORDER MODIFIED BY AGREEMENT AND WITH COURT APPROVAL
  77. MOTION TO QUASH Subpoena of Brendan Larkin RESULT: Withdrawn 5/4/2023 BY THE DEFENDANT
  78. NOTICE OF COMPLIANCE PLAINTIFFS RESPONSE TO DEFENDANTS REQ FOR ADMISSIONS DATED 1/18/23
  79. WITHDRAWAL OF MOTION 143.00
  80. NOTICE OF COMPLIANCE with Defendants' Interrogatories and Requests for Production
  81. NOTICE OF COMPLIANCE with Plaintiff's Request for Interrogatories and Production
  82. MOTION FOR ORDER TO REMOVE TRUSTEE, COMPEL ACCOUNTING AND APPOINT INDEPENDENT TRUSTEE RESULT: Off 6/22/2023 HON ERIK LOHR
  83. ORDER RESULT: Off 6/22/2023 HON ERIK LOHR
  84. ORDER RESULT: Granted 7/31/2023 HON ERIK LOHR
  85. LIST OF EXHIBITS (JD-CL-28/JD-CL-28a)
  86. MOTION FOR ORDER OF COMPLIANCE - PB SEC 13-14 (INTERR/PROD - 13-6/13-9) RESULT: Granted 7/10/2023 HON KAREN DEMEOLA
  87. ORDER RESULT: Granted 7/10/2023 HON KAREN DEMEOLA
  88. CASEFLOW REQUEST (JD-CV-116) REQUEST TO SCHEDULE TMC
  89. ORDER RESULT: Denied 7/31/2023 HON ERIK LOHR
  90. CASEFLOW REQUEST (JD-CV-116)
  91. CASEFLOW REQUEST (JD-CV-116) EXCUSAL FROM 7/31/23 REMOTE HEARING ON RECORD
  92. CASEFLOW REQUEST (JD-CV-116) EXCUSAL FROM 9/11/23 TMC RESULT: Granted 7/17/2023 HON ERIK LOHR
  93. ORDER RESULT: Granted 7/17/2023 HON ERIK LOHR
  94. MOTION FOR PROTECTIVE ORDER PB 13-5 TO CLOSE PLAINTIFF'S ROGER UNDERWOOD JR'S DEPOSITION
  95. ORDER RESULT: Granted 7/31/2023 HON ERIK LOHR
  96. CASEFLOW REQUEST (JD-CV-116) PARTIES' JOINT REQUEST TO RESOLVE DEPOSITION DISPUTE
  97. ORDER RESULT: Denied 7/31/2023 HON ERIK LOHR
  98. OBJECTION TO MOTION For Protective Order, Docket Entry 154.00
  99. MOTION FOR ORDER To Compel Plaintiff's Deposition
  100. WITHDRAWAL OF ACTION AGAINST PARTICULAR DEFENDANT(S) - CASE REMAINS PENDING CHARLES SCHWAB ONLY
  101. MOTION FOR ORDER OF COMPLIANCE - PB SEC 13-14 (INTERR/PROD - 13-6/13-9)
  102. DISCLOSURE OF EXPERT WITNESS Plaintiff's Disclosure of Expert Witness
  103. NOTICE OF COMPLIANCE PLAINTIFF'S SUPPLEMENTAL AND AMENDED RESPONSE TO INTERROGATORIES & RFP
  104. MOTION FOR EXTENSION OF TIME TO DISCLOSE EXPERT
  105. REPLY TO DEFENDANT'S MOTION FOR EXTENSION OF TIME TO DISCLOSE EXPERT
  106. NOTICE OF COMPLIANCE SECOND SUPPLEMENTAL
  107. OBJECTION TO DEFENDANT'S MOTION FOR ORDER OF COMPLIANCE RESULT: Off 9/11/2023 HON ERIK LOHR
  108. ORDER RESULT: Off 9/11/2023 HON ERIK LOHR
  109. MOTION FOR EXTENSION OF TIME Motion for Extension of Time to Disclose Expert RESULT: Off 9/11/2023 HON ERIK LOHR
  110. ORDER RESULT: Off 9/11/2023 HON ERIK LOHR
  111. REPLY TO DEFENDANT'S 2ND MOTION FOR EXTENSION OF TIME TO DISCLOSE EXPERT
  112. DISCLOSURE OF EXPERT WITNESS
  113. TRIAL MANAGEMENT REPORT Joint Trial Management Report
  114. MOTION FOR EXTENSION OF TIME Motion for Extension of Time to File Exhibits with Clerk's Office RESULT: Granted 9/11/2023 HON ERIK LOHR
  115. ORDER RESULT: Granted 9/11/2023 HON ERIK LOHR
  116. STIPULATION BY AGREEMENT OF THE PARTIES - TRUST DISBURSEMENT TO PLAINTIFF RESULT: Order 9/18/2023 HON ERIK LOHR
  117. ORDER RESULT: Order 9/18/2023 HON ERIK LOHR
  118. LIST OF EXHIBITS (JD-CL-28/JD-CL-28a)
  119. RETURN OF SERVICE Subpoena Duces Tecum - Roger Underwood Sr.
  120. MEMORANDUM PLAINTIFFS' TRIAL MEMORANDUM
  121. LIST OF EXHIBITS (JD-CL-28/JD-CL-28a)
  122. MEMORANDUM Defendant's Trial Memorandum
  123. MOTION IN LIMINE TO PRECLUDE EVIDENCE DENYING GRANTOR DESIGNATION, MISTAKE & EXPERT PELOQUIN
  124. NOTICE Supplemental Discovery
  125. CASEFLOW REQUEST (JD-CV-116) SEEKING DATES TO CONTINUE BENCH TRIAL
  126. LIST OF EXHIBITS (JD-CL-28/JD-CL-28a) Watermark Last Updated: Entry Number - 01/25/2024
  127. LIST OF EXHIBITS (JD-CL-28/JD-CL-28a)
  128. LIST OF EXHIBITS (JD-CL-28/JD-CL-28a) Exhibit List as of 9/29/2023 Last Updated: Entry Number - 01/25/2024
  129. CASEFLOW REQUEST (JD-CV-116) Requesting additional consecutive days to conclude remote trial
  130. NOTICE OF EX PARTE PREJUDGMENT REMEDY (JD-CV-55) RESULT: Denied 3/1/2024 HON MARK ALTERMATT
  131. ORDER RESULT: Denied 3/1/2024 HON MARK ALTERMATT
  132. MOTION FOR TEMPORARY INJUNCTION EX PARTE RESULT: Denied 3/1/2024 HON MARK ALTERMATT
  133. ORDER RESULT: Denied 3/1/2024 HON MARK ALTERMATT
  134. SUMMONS FOR HEARING
  135. ORDER HEARING AND NOTICE
  136. PROPOSED ORDER
  137. RETURN OF SERVICE EX PARTE INJUNCTION
  138. LIST OF EXHIBITS (JD-CL-28/JD-CL-28a) Watermark
  139. LIST OF EXHIBITS (JD-CL-28/JD-CL-28a)
  140. LIST OF EXHIBITS (JD-CL-28/JD-CL-28a) PLAINTIFFS EXHIBIT LIST CONTINUED
  141. LIST OF EXHIBITS (JD-CL-28/JD-CL-28a)
  142. BRIEF PLAINTIFFS' POST TRIAL BRIEF
  143. BRIEF PLAINTIFFS' POST TRIAL BRIEF - UNPUBLISHED CASE LAW OPINIONS (2)
  144. BRIEF Defendant's Post-Trial Brief
  145. REPLY PLAINTIFFS' REPLY TO DEFENDANTS' POST TRIAL BRIEF
  146. CASEFLOW REQUEST (JD-CV-116) CONTINUANCE BY AGREEMENT AND PROPOSED ORDERS TO REFORM TRUSTS RESULT: Granted 12/3/2024 HON ERIK LOHR
  147. ORDER RESULT: Granted 12/3/2024 HON ERIK LOHR
  148. ORDER Signed Stipulation
  149. CASEFLOW REQUEST (JD-CV-116) WITH AMENDED ORDER TO INCLUDE LEGAL NAMES OF CHILDREN (NOT NICKNAMES) RESULT: Granted 12/11/2024 HON ERIK LOHR
  150. ORDER RESULT: Granted 12/11/2024 HON ERIK LOHR
  151. ORDER Signed Order
  152. MEMORANDUM OF DECISION Signed Transcript of 10/4/24 Hearing
  153. CASEFLOW REQUEST (JD-CV-116) FOR COURT MEDIATION (HALF-DAY)
  154. CASEFLOW REQUEST (JD-CV-116) PLAINTIFFS' REQUEST TO CONTINUE 6/10/2025 STATUS CONFERENCE RESULT: Granted 6/6/2025 HON MARK ALTERMATT
  155. ORDER RESULT: Granted 6/6/2025 HON MARK ALTERMATT
  156. MOTION FOR CONTINUANCE 7/15/2025 - STATUS CONFERENCE RESULT: Granted 7/14/2025 HON MARK ALTERMATT
  157. ORDER RESULT: Granted 7/14/2025 HON MARK ALTERMATT
  158. CASEFLOW REQUEST (JD-CV-116) TRUST SEEKS REMOTE CONFERENCE TO DISCUSS RETURN OF TAX REFUND MONEY
  159. CASEFLOW REQUEST (JD-CV-116) Joint request for 30-day continuance of 11/12/2025 status conference RESULT: Granted 11/7/2025 HON MARK ALTERMATT
  160. ORDER RESULT: Granted 11/7/2025 HON MARK ALTERMATT
  161. CASEFLOW REQUEST (JD-CV-116) OF 12/16/2025 COURT EVENT UNTIL 1/6/2026 RESULT: Granted 12/15/2025 HON MARK ALTERMATT
  162. ORDER RESULT: Granted 12/15/2025 HON MARK ALTERMATT
  163. CASEFLOW REQUEST (JD-CV-116) RESULT: Granted 1/8/2026 HON ERIK LOHR
  164. ORDER RESULT: Granted 1/8/2026 HON ERIK LOHR
  165. MOTION FOR ORDER BY COURT APPROVING REVISED AND RESTATED TRUST
  166. ORDER SIGNED ORDER RESULT: Order 1/8/2026 HON ERIK LOHR
  167. ORDER RESULT: Order 3/2/2026 HON MARK ALTERMATT
  168. CASEFLOW REQUEST (JD-CV-116) REQUEST FOR ADDITIONAL TIME TO SUBMIT STIPULATED JUDGMENT RESULT: Granted 3/6/2026 HON ERIK LOHR
  169. ORDER RESULT: Granted 3/6/2026 HON ERIK LOHR
  170. MOTION FOR ORDER AMENDED - SEEKING APPROVAL OF AMENDED ORDER AND AMENDED TRUST RESULT: Granted 3/6/2026 HON ERIK LOHR
  171. ORDER RESULT: Granted 3/6/2026 HON ERIK LOHR

See the patterns behind this case

The free view above tells you who’s in the room. The detailed reports below show how the room tends to behave — using the same public records lawyers quietly rely on before every hearing.

  • Judge Report

    How this judge has ruled in cases like yours — case mix, motion outcomes, and historical docket. Judges set the floor of what’s possible in your courtroom.

  • Attorney vs Judge Report

    Everything in the Judge Report, plus how your attorney has actually performed in front of this judge. Attorneys move you off the floor — or don’t.

One-time payment, no subscription. Reports describe past public court activity — they don’t predict outcomes and they aren’t legal advice.

Get Free Case Details

Enter your email to receive case information including parties, docket entries, and status updates.

By submitting you agree to our Privacy Policy.

Need this case removed? Enter your email above — the confirmation email includes a case removal link.

Full Analytics Report

  • Complete case narrative
  • Judge details and rulings
  • Case disposition and outcome
  • All docket entries
  • Related cases and filings
$20
One-time purchase

Legal Analytics Has Been Featured In

Featured in Forbes, Bloomberg, The New Yorker, Above The Law, American Bar Association, and more