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HomeMy WebLinkAbout96-02344 , , '1' ~ " .. I. " '" , , '! ',' i i ,I " , ~ , I J I I , ,I , " \ i,.' " I " ~ ~ } I, " . \ \ 1 ,\ I .' ) // " 'I , ;' ! " ' I I' , 1 I I I F 1 1 1 " I J I I ! I, j, III, , ,1\ j "", " ( ,,<\ ", JASON J. GEHMAN, Plaintiff v. I I I I I I I I I I I I IN THE COURT OF COMMON PLEAS OF CUMBBRLAND COUNTY, PENNSYLVANIA CIVIL ACTION - LAW JAMES E. GALLAGHER, PETER A. O'SHEA and RELIABLE FOUNDATION WATER PROOFING AND RESTORATION, ,INC., and AMERICAN BASEMENT SYSTEMS, INC., Defendants NO. 96-2344 CIVIL TERM IN REI DEFENDANTS' PRELIMINARY OQ,~CTIONS BEFORE HOFFER and OLER. JJ. OPINION and ORDER OF COURT O,ler, J. This civil action, involving corporations and shareholder., arises out of an alleged effort by two shareholder. of one corporation to exclude a third shareholder from various benefits of corporate ownership, and to divert business to a second corporation, which they owned alQne. For disposition at this tim. are Defendants' preliminary objections in the form of (a) a demurrer to a claim for an accounting, (b) a demurrer to claims for civil conspiracy, and (c) a motion for a more specific pleading. For the reasons etated in this opinion, the demurrer to the claim for an accounting will be sustained and the preliminary objections will be otherwise denied. STATEMENT OF FACTS The allegations of Plaintiff's complaint may be summarized a. followsl Plaintiff Jaeon J. Gehman and Defendants James E. Gallagher and Peter A. O'Shea formed Defendant American Basement NO. 96-2344 CIVIL TERM Systems, Inc., in 1993.1 The company engaged in the business of waterproofing baaements.' Each individual owned a third of the corporate stock.' Defendants Gallagher and O'Shea undertook to exclude Plaintiff from the bueiness.. Paragraph 9 of Plaintiff's complaint state. u follows. 9. Shortly after the cODUllencement of business operations, Defendants O'Shea and Gallagher engaged in a course of unlawful conduct whose purpose and affect was to squeeze Plaintiff out of the business and to enrich and advantage themselves at the expense of Plaintiff individually, and to the detriment of ADS, including, inter AliA, as follows. a. The individual Defendants acting in concert with each other coerced Plaintiff Gehman into permitting them to establish a separate corporation, [Defendant] Reliable [Foundation Water Proofing and Restoration, Inc.], for the purpose of performing installation services for [Defendant American Basement Systems, Inc.] b. The individual Defendants then began a pattern of directing more and more of the installation work of ADS to Reliable. - 1 Plaintiff's complaint, paragraphs 1-6. , Id., paragraph 6. , Id. . Id" paragraph 9. 2 NO. 96-2344 CIVIL TERM establish his own business, but reneged on the agreement after he had resigned as an employee of Defendant American Basement. Paragraph 13 of Plaintiff's complaint alleges as followsl l3. From July 1994 to the present, the individual Defendants have failed and refused to enter into negotiations for the purchase of Plaintiff's interest; have diverted income due to ASS to themselves personally have diverted monies from ASS to their own corporation Reliable, ostensibly for installation fees but which fees are groB8ly inflated and thus serves to divert income from [Defendant American Basement Systems, Inc.)' At various points in the complaint, Defendants' actions are characterized as "illegal, oppressive, and/or fraudulent." See Plaintiff's complaint, paragraphs 17, 21, 45-47, 52. Among the fourteen counts in Plaintiff's complaint are a claim for an accounting by Defendant Reliable (the second corporation) (count 14), and claims for civil conspiracy against Defendant Gallagher (Count 9) and Defendant O'Shea (Count lO). Other claime by Plaintiff are for an accounting by, and dissolution of, Defendant American Basement (the first corporation),. appointment of a custodian of Defendant American Basement,' breaches of , Id., paragraph l3. Id., Count 1. Id., Count 2. . . 4 NO. 96-2344 CIVIL TERM fiduciary duty, 10 usurpations of corporate opportunities, II convendonu and unjust enrichment.13 Dofendant's preliminary objections are in the form of (a) a demurrer to the claim for an accounting by Defendant Reliable (Count 14), (b) a demurrer to the claims for civil conspiracy against Defendant Gallagher (Count 9) and Defendant O'Shea (Count 10), and (c) a motion for a more specific pleading with respect to the aspect of fraud contained in the complaint., with regard to the first demurrer, Plaintiff's counsel indicated at oral argument and in Plaintiff's brief" that he did not intend to pursue the claim for an accounting by Defendant Reliable, and Defendants' rationale for this preliminary objection need not be examined further. with regard to the second demurrer, Defendants maintain that the claims for civil conspiracy against Defendants Gallagher and I. Id., Counts 3 (Defendant Gallagher) and 4 ( Defendant O'Shea) . II Id., Counts 5 (Defendant Gallagher) and 6 ( Def.mdant O'Shea) . 12 Id., Counts 7 (Defendant Gallagher) and 8 (Defendant O'Shea) . II Id. , CQunts 11 (Defendant Gllllagher) , l2 ( Defendant O'Shea) , and 13 (Defendant Reliable). In reciting the facts alleged in Plaintiff's complaint, the court is not expressing an opinion ae to the accuracy of the allegations. " Plaint.iff' s Brief in Opposition to Defendants' Preliminary Objections at 7 n.l. 5 NO. 96-2344 CIVIL TERM O'Shea are based upon "the collective judgment of two individuals within the same entity' .... "U It is contended that such "conduct, if challenged, becomes that of the single, corporate entity,"" and that, consequently, such activity will not 8upport a cause of action for a con8piracy - a combination of person.." with, regard to the motion for a more 8pecific pleading, Defendant8 maintain that tho allegations of fraudulent conduct contained in the complaint are merely general." It is suggested that the pleading is therefore violative of Pennsylvania Rule of Civil Procedure lOl9 (b), which requires that "avltrments of fraud ... be pleaded with particularity."" PISCUSSIOH Demurrer to Claim for Accountina bv Defendsnt ReliaQll Plaintiff'. counsel has indicated that plaintiff does not intend to pursue hi. claim for an accounting by Defendant Reliable. Accordingly, Count 14 of plaintiff's complaint will be dismissed. 15 Defendant's Brief in Support of Preliminary Objections at 4. " rd. 11 rd. at 4-5. II rd. at 6-9. " rd. 6 NO. 96-2344 CIVIL TERM Demurrer to Claims for Civil ConsDiracv aaainst Defendant. ~aaher and O'She~ "In order to sustain a [contested) demurrer, it is es.ential that an opponent' I!I pleading indicate on its face that hi. claim... cannot be sustained. The question to be decided is .. . whether, upon the facts averred, it shows with certainty that the law will not uphold the pleading." 2 Goodrich-Amram 2d SlOI7(b) 127, at 271 (l99l) . In Pennsylvania, "[t)o provo a civil conspiracy, it must be shown that two or more persons combined or agreed with intent to do an unlawful act or to do an otherwise lawful act by unlawful means." Thompson Coal Co. v. Pike Coal Co., 488 Pa. 198, 211, 412 A.2d 466, 472 (l979). As a general rule a corporation can not conspire with its sole owner,'. and an exerciee of judgment on behalf of an entity s~ch as a state university by a corromittee will not support a claim of civil conspiracy. Keddie v. Pennsylvania State University, 412 F. Supp. 1264 (M.D. Pa. 1976). In this case, Plaintiff has alleged that the individual dofendants conspired with each other to deprive him of his rights as a part-owner of one corporate defendant, and to divert business to a second corporate defendant in which he had no interest. The rule that a corporation can not conspire with its owner. doe. not ,. Thompson Coal Co. v. Pike Coal Co., 488 Pa. 198, 412 A.2d 466 (l979). 7 NO. 96-2344 CIVIL TERM preclude the p088ibility of recovery on the part of Plaintiff. Nor does the rule that an exercise of judgment by a committee of an educational institution is not a conspiracy preclude such a possibility. Motion for a More Soecific Pleadin9 Under Pennsylvania Rule of Civil Procedure 10l9, "[t)he material facts on which a cause of action ... is based [must) be stated in a concise and summary form,"" and "[a)vermentlll of fraud ... [must) be averred with particularity. ,," On the other hand, "[e]vidence from which material facts may be inferred not only need not but should not be alleged in a pleading." 2 Goodrich-Amram 2d S10l9(a)16, at 321 (l99l). "Generally speaking, a pleading should be sufficiently specific so as to enable an oppoBing party to prepare his or her response." Id. SlOl914, at 313. In determining whether fraud has been pleaded with the required particularity, a court must examine a complaint as a whole. Rule l019(b) requires only that the facts constituting fraud be alleged and that fraud not be pleaded as a legal conclusion, not that ~he allegations of fact be drawn with pleading skill and be arranged in logical and proper sequence. rd. S1019(b)11, at 330. 21 Pa. R.C.P. 10l9(a). Pa. R.C.P. 1019(b). 22 8 NO. 96-2344 CIVIL TBRM In addition, "[ilt hu been held that [al preliminary objection in the naturo of a motion for a more specific pleading will be denied ... where the objecting party may be presumed to have at least as much knowledge of the information sought as does the pleader ...." Kromer v. Goodling, No. 94-2988 Equity Term, slip. op. at 5 (Cumberland Co., June 12, 1996); Stone v. Dauphin DepoBit Bank, No. 3933 Civil 1991, slip. op. at 4 (Cumberland Co. February 24,1992); Bee 2 Goodrich-Amram 2d Sl019:5, at 314 (199l). Finally, "when a party states a case in a manner that fully advises an opponent of the nature of the case and of the matters with which the opponent will be confronted at trial, there is no need for a motion for a more specific pleading; the opponent should seek discovery if he or she needs more information ...... Id. Sl017(b)124, at 268. In this case, Plaintiff's complaint does not contain a count for fraud. Although at various points the complaint characterizes Defendants' activities as illegal, oppressive and/or .. fraudulent," these terms must be read in the context of the allegations preceding them. In this context, in the court's view, the pleading a8 it relates to allegedly fraudulent conduct (a) is sufficiently specific to apprise Defendants of the nature of the case against them and to enable them to prepare responsos, (b) deals with matters which are presumably as much within Defendant's knowledge 9 3. Admitted in part and denied in part. It is admitted that Defendant Peter A. 0' Shea is an adult individual. The correct address is 1100 Andersontown Road, Mechanicsburg, York Count;y, Pennsylvania. 4. Admitted. 5. Admitted. 6. Admitted. 7. Denied. It is denied that Jason Gehman was necessary to establish credentials with the Better Business Bureau or that he was essential to the viabiJ.ity of the business venture. It is further denied that Plaintiff had the initial capital necessary to commence business operations. On the contrary, each of the three original stockholders put J.n an equal amount of $18,000.00 to start the business. The remainder of the averments of paragraph 7 are neither admitted nor denied in that after reasonable investigation this Defendant is without sufficient information to form a belief as to the truth of the averments and they are therefore deemed to be denied and proof thereof is demanded. 8. DenJ.ed. It is specifically denied that the individual Defendants "had experience in sales generally but only a limited experience in the sales of waterproofing systems for basements, had no construction business experience, had no established reputation or credentials, and would have been unable to establish themselves in the business had it not been for the involvement, credentials - 2 - and moneys of Plaintiff. II On the contrary, Defendant 0' Shea prior to the formation of ASS was the Regional Manager for Mid-Atlantic Waterproofing and hired and trained Jason Gehman at Mid-Atlantic and Jason Gehman was there for less than one year. In addition, James Gallagher had more experience at Mid-Atlantic than Jason Gehman and he had extensive experience in construction, By way of further response, each of the original three (3) stockholders put up an equal amount of money to start the business and Jason Gehman did not put up any additional money or p~omise to put up additional money. 9. It is specifically denied that shortly after the commencement of business operations Defendants 0' Shea and Gallagher engaged in a course of unlawful conduct whose purpose and affect was to squeeze Plaintiff out of the business and to enrich and advantage themselves at the expense of Plaintiff, individually and to the detriment of ASS. On the contrary, Defendants O'Shea and Gallagher at all times acted app.opriately and in the interest of ABS. (a) It is specifically denied that the individual Defendants acting in concert with each other coerced Plaintiff Gehman into permitting them to establish a separate corporation, Reliable, for the purpose of performing installation services for ABS. On the contrary, Jason Gehman freely consented and agreed to the establishment of Reliable. There was no coercion. It was - 3 - agreed that Jason Gehman would concentrate on sales and that the individual Defendants would assure good quality installation through the use of Reliable. (b) It is admitted that ADS directed installation work to Reliable. This was done to assure good quality installation and was done in an appropriate manner. (c) Admitted in part and denied in part. It is admitted that Defendant Reliable's two shareholders are Peter A. 0' Shea and James E. Gallagher. It is denied that they took salaries from both corporat.ions. On the contrary, they were paid salary by Defendant ASS. It is denied that Gallagher and O'Shea began performing less services for ASS. On the contrary, it was the efforts of these two individuals that made ASS a viable corporate entity. (d) Denied, It is specifically denied that the individual Defendants engaged in a pattern of conduct constituting tax fraud, including taking payment in kind from customers and diverting funds from ASS without properly repo~,ting income. On the contrary, the individual Defendants acted at all times appropriately and in accordanr.e with their duties to ADS. (e) Denied. It is specifically denied that the individual Defendants directed leads away from Plaintiff and kept him from information essential to the operations of the business. On the contrary, Plaintiff Jason Gehman did from time to time limit himself as to leads he would accept on a geographic basis. - 4 - If) Denied, It is 'specifically denied that the individual Defendants removed and converted assets of ASS to their own use including income, equipment, receivables, customer lists and pro~pects, and have paid personal expenses and obligations out of corporate aasets. On the contrary, the individual Defendants have acted at all times appropriately and in accordance with the interests of ASS. 10. Denied. It is specifically denied that the individual Defendants engaged in the wrongful conduct alleged and it is denied that Plaintiff voiced concern and objection regarding conduct of the individual Defendants, It is denied that there was any wrongful behavior to be altered. 11. Denied. It. is denied that the individual Defendants engaged in conduct to cause Plaintiff Gehman to not work with the indi vidual Defendants. On the contrary, Gehman's role in the Company was as a salesman and he did not want to run leads. He voluntarily withdrew from the active conduct of the business. It is admitted that the individual Defendants eventually offered to buy Gehman's share of the business. Gehman did not respond for an extended period of time and then asked for an unreasonable amount for his interest in the business. It is denied that Gehman ever discussed with Gallagher and O'Shea, establishing his O'tln waterproofing business and it is denied that Defendants Gallagher and O'Shea or. ASS agreed to same. - 5 - 12. Denied. It is denied that in July 1994, Plaintiff Gehman resigned his position as an employee of ASS on the representation from the individual Defendants that they would enter into good faith discussions for a buy-out of his shares in the corporation. On the contrary, Gehman resigned his position as an officer (Secretary-Treasurer). He did this in writing by dropping a letter off at the office. His resignation was never tied to discussion of a buy-o,ut of his shares in the corporat i.on. 13. Denied. It is denied that Gallagher and O'Shea failed and refused to enter into negotiations for purchase of Plaintiff's interest. On the contrary, Gallagher and 0' Shea have tried to negotiate purchase of Gehman's interest. It is denied that Gallagher and O'Shea diverted income due to ABS to themselves or improperly diverted monies from ASS to Reliable. It is denied that any fees paid to Reliable for installation are grossly inflated and it is denied that Defendants diverted income from ABS. Fees paid by ASS to Reliable have been fair and reasonable. 14. Denied. It is specifically denied that Gallagher and O'Shea promoted their personal interest over the interests of ABS. On the contrary, Gallagher and 0' Shea have extended great effort to make ASS a successful business organization, 15. Denied. It is specifically denied that Gallagher and 0' Shea have directly or indirectly used their positions with ASS to obtain improper personal profit and to gain unjust enrichment. On - 6 - the contrary, Gallagher and O'Shea have extended great effort to make ADS a successful business and have been paid appropriately for their efforts. COUNT I 16. The Defendants incorporate by reference their responses to paragraphs 1 through 15 of Plaintiff's Complaint as if set forth at length herein. 17. Denied. It is denied that the acts of the individual Defendants were illegal, oppressive or fraudulent and it is denied that it is beneficial to the interests of the shareholders that the Corporation be wound up and dissolved. 18. Denied. It ia specifically denied that corporation assets are being misapplied or wasted and it is denied that it is beneficial to the interest of the shareholders that the Corporation be wound up and dissolved. WHEREFORE, the Defendants James E. Gallagher, Peter O'Shea and American Basement Systems, Inc, ask that the relief requested by Plaintiff Jason J. Gehman be denied. COUNT II 19, The Defendants incorporate by reference their responses to paragraphs 1 through 18 of Plaintiff's Complaint as if aet forth at length herein. 20. Admitted. - 7 - 21. It is specifically denied that the Directors other than Plaintiff or those in control of Defendant American Basement Systems, Inc. havE! acted illegally, oppressively and/or fraudulently toward Jason J. Gehman in his capacity as shareholder or in his capacity as Officer and employee of Defendant American Basement Systems, Inc. It is further denied that h~ is a minority shareholder. On the contrary, there are three shareholders who each hold one-third (1/3) of the outstanding shares of stock. WHEREFORE, the Defendants James E. Gallagher, Peter A. O'Shea and American Basement Systems, Inc. request that the relief asked for by Plaintiff Jason J. Gehman be denied. COUNT III 22. The Defendants incorporate by reference their responses to paragraphs 1 through 21 of Plaintiff's Complaint as if set forth at length herein. 23. Denied. It is denied that Gallagher and 0' Shea have engaged in any unlawf.ul acts and it is denied that any of their actions constitute breach of fiduciary duty or duties of good faith, loyalty and fair dealing toward Gehman or ASS. 24. Denied. It is denied that Gallagher and O'Shea engaged in any unlawful conduct and it is denied that any condu~t on their part constitutes a failure to exercise reasonable care, skill and diligence that persons of ordinary prudence in their position would use with respect to the interests and business of ABS. On the - 8 - . contrary, Gallagher and 0' Shea have at all times IIcted appropriately and in the interests of ADS. 25. Deni~d. It is denied that Gallagher and O'Shea violated any duties and it ilil denied that Gehman has suffered or will continue to suffer any damages, losses or irreparable h~rm. WHEREFORE, the Defendants James E. Gallagher, Peter A. O'Shea and American Basement Systems, Inc. demand that Judgment be entered in their favor and against the Plaintiff Jason J. Gehman. COUNT IV 26. The Defendants incorporate by reference their responses to paragraphs 1 through 25 of !?laintiff' s Complaint as if set fort,h at length herein. WHEREFORE, the Defendants James E. Gallagher, Peter A. O'Shea and American Basement Systems, Inc. demand that Judgment be entered in their favor and against the Plaintiff Jason J. Gehman. COUNT V 27. The Defendants incorporate by reference their responses to paragraphs 1 through 26 of Plaintiff's Complaint as if set forth at length herein. 28. Denied. It is specifically denied that Gallagher and 0' Shea have failed to devote themselves to the corporate af.fairs of ADS with a view to promoting common interest. On the contrary, Gallagher and O'Shea have at all time~ acted appropriately and in the interests of ADS. - 9 - 29. Denied. It is specifically denied that Gallagher and O'Shea engaged in self-dealing and diversion of business to their own account or the account of Reliable or other individuals or entities constituting an unla....ful usurpation of corporate opportunity. On the contrary, Gallagher and O'Shea have acted at all times appropriately and in the interests of ADS. 30. Denied. It is specifically denied that Gallagher and O'Shea diverted corporate opportunities within the scope of corporate activities conducted by ADS. On the contrary, Gallagher and O'Shea had acted at all times appropriately and in accordance with the interests of ADS. 31. Denied. It is specifically denied that Gallagher and O'Shea unlawfully usurped or. exploited any corporate opportunities at the expense of ASS. 32. Denied. It is specifically denied that Gallagher and O'Shea usurped any corporate opportunities and it is specifically denied that they have been unjustly enriched and it is specifically denied that Gehman has suffered or will continue to suffer any damages, losses or irreparable harm. WHEREFORE, the Defendants James E. Gallagher, Peter O'Shea and American Basement Systems, Inc. demand that ,rudgment be entered in their favor and against the Plaintiff Jason J. Gehman. - 10 - COUNT VI 33. The Defendants incorporate by reference their responses to paragraphs 1 through 32 of Plaintiff's Complaint as if set forth at length herein. WHEREFORE, the Defendants James E. Gallagher, Peter A. O'Shea and American Basement Systems, Inc. demand that Judgment be entered in their favor and against the Plaintiff Jason J. Gehman. COUNT VII 34. The Defendants incorporate by reference their responses to paragraphs 1 through 33 of Plaintiff's Complaint as if set forth at length herein. 35. Denied, It is specifically denied that Gallagher and O'Shea have willfully interfered without legal justification with ADS's dominion and control over its property. On the contrary, Gallagher and O'Shea acted at all times appropriately and in the interests of ADS. 36. Denied. It is specifically denied that Gallagher and O'Shea have unlawfully converted corporate property for their own use and deprived ABS of its use and possession. On the contrary, Gallagher and O'Shea have at all times acted appropriately and in accordance with the interests of ADS, 37. Denied, It is specifically denied that Gallagher and O'Shea converted corporate property and it is denied that ADS has suffered and will continue to suffer any damages, losses or - 11 - irreparable harm. On the contrary, Defendants Gallagher and 0' Shea acted at all times appropriately and in accordance with the interests of ABS. 38. Denied. It is specifically denied that any conversion was committed by Gallagher and O'Shea and it is specifically denied that Gehman has suffered or will continue to suffer any damages, losses or irreparable harm. WHEREFORE, the Defendants James E. Gallagher, Peter A. O'Shea and American Basement Systems / Inc. demand that Judgment be entered in their favor and against the Plaintiff Jason J. Gehman. COUNT VI II 39. The Defendants incorporate by reference their responses to paragraphs 1 through 38 of Plaintiff's Complaint as if set forth at length herein. WHEREFORE, the Defendants James E. Gallagher, Peter A. O'Shea and American Basement Systems / Inc. demand that Judgment be entered in their favor and against the Plaintiff Jason J, Gehman. COUNT IX 40. The Defendants incorporate by reference their responses to paragraphs 1 through 39 of Plaintiff's Complaint as if set forth at length herein. 41. Denied. It is specifically denied that any actions of Gallagher and 0' Shea in concert with each other constituted any unlawful conspiracy designed and intended to injure Gehman. On the - 12 - contrary, Defendants Gallagher and 0' Shea acted at all times appropriately and in accordance with the interests of ABS. 42. Denied. It is specificaJ,ly denied that there was any unlawful conspiracy or acts in furtherance thereof by Gallagher and O'Shea and it is denied that Gehman has suffered or will continue to suffer any damages, losses or irreparable harm. WHEREFORE, Defendants James E. Gallagher, Peter A. O'Shea and American Basement Systems, Inc. demand that Judgment be entered in their favor and against the Plaintiff Jason J. Gehman. COUNT X 43. The Defendants incorporate by reference their responses to paragraphs 1 through 42 of Plaintiff's Complaint as if set forth at length herein. WHEREFORE, the Defendants James E. Gallagher, Peter A. O'Shea and American Basement Systems, Inc. demand that Judgment be entered in their favor and againRt the Plaintiff Jason J. Gehman, COUNT XII 49. The Defendants incorporate by reference their responses to paragraphs 1 through 48 of Plaintiff's Complaint as if set forth at length herein. WHEREFORE, the Defendants James E. Gallagher, Peter A. O'Shea and American Basement Systems, Inc. demand that Judgment be entered in their favor and against the plaintiff Jason J. Gehman. - 13 - COUNT XIII 50. The Defendants incorporate by reference their responses to paragraphs 1 through 49 of Plaintiff's Complaint as if set forth at length herein. WHEREFORE, the Defendants James E. Gallagher, Peter A, O'Shea and American Basement Systems, Inc. demand that Judgment be entered in their favor and against the Plaintiff Jason J. Gehman. COUNT XIV 51-53. Count XIV of Plaintiff's Complaint has been dismissed by Order of Court and therefore no response is required. WHEREFORE, the Oefendants James E. Gallagher, Peter A. O'Shea and American Basement Systems, Inc. demand that Judgment be entered in their fav0r and against the Plaintiff Jason J. Gehman. NBW MATTBR 54. Defendants Gallagher and 0' Shea acted at all times in good faith. 55. The relation of Defendants O'Shea and Gallagher to Reliable Foundation Water Proofing and Restoration, Inc. (Reliable) was disclosed to American Basement Systems, Inc, (ABS) and its shareholders including Jaoon Gehman. 56. Any transactions between ABS and Reliable were fair and reasonable. 57. Defendants Gallagher and 0' Shea did not wrongfully profit at the expense of ABS. - 14 - 58. Defendants Gallagher and O'Shea have not been in any way unjustly enriched. 59. Defendants Gallagher and O'Shea did not wrongfully use corporate resources or their positionB with ABS. 60. Defendants Gallagher and 0' Shea at all times devoted themselves to the corporate affairs of ADS with a view to promoting the common interests of ADS and its shareholders. 61. Any and all actions of Defendants Gallagher and 0' Shea were appropriately ratified by ADS and its shareholders including Jason Gehman. 62. Defendants Gallagher and 0' Shea have dealt with the property of ADS in the common interest of all shareholders and ADS and there was no unjust enrichment to Defendants Gallagher and 0' Shea. 63. Defendants Gallagher and O'Shea have acted at all times reasonably with due care and good faith in carrying out their responsibilities with ASS. 64. Defendant Gallagher and 0' Shea acted at all times in accordance with any fiduciary obligations in regard to ASS and its shareholders including Jason Gehman. 65. Defendants Gallagher and O'Shea appropriately exercised their discretion in the conduct of ASS's corporation affairs. 66. Any breach of any fiduciary obligation shown on the part of defendants Oallagher and O'Shea, was not the proximate or legal - 15 - cause of any injury to ABS or its shareholders including Jason Gehman. 67. Any transactions entered into for ABS by Defendants Gallagher and O'Shea served legitimate corporate purposes. 68. Any and all actions of Defendants Gallagher and 0' Shea were based upon sound business judgment. 69. All material facts of the transactions and business of ABS were known to the shareholders including Jason Gehman. 70. Defendants Gallagher and 0' Shea acted at all times in compliance with the Pennsylvania Business Corporation Law and assert all defenses available therein. 71. Defendants Gallagher and O'Shea acted at all times in accordance with the ABS Articles of Incorporation, By-Laws" and Corporate Resolutions. 72. ABS, Gallagher and O'Shea at all times exercised good faith, due care and diligence to protect the interests of Jason Gehman. 73. All salary or compensation paid by ABS to Defendantll Gallagher and O'Shea bears a reasonable relation to their ability and the quantity and quality of their services rendered to ABS. 74. It is not in the best interests of ABS or its shareholders to have an appointment of a custodian, accounting and corporation dissolution. - 16 - 75. Plainti~f' s claims are barred by the applicable statutef..' of limitation. 76. Plaintiff's claims are barred by laches. 77. Plaintiff's claims should be dismissed based upon the doctrine of unclean hands. 78. Plaintiff's claims are barred by his own causal contributory negligence. 79. Plaintiff consented to any alleged conduct of the Defendants. 80. Plaintiff is estopped from making these claims based upon his agreement that Gallagher and 0' Shea could form Reliable Foundation Water Proofing and Restoration, Inc. to do construction for ADS and Gehman's conduct in forming a directly competing waterproofing business. WHEREFORE, the Defendants American Basement Systems, Inc. James E. Gallagher and Peter O'Shea demand that Plaintiff's action be dismissed and judgment be entered in favor of the Defendante. COUNTBRCLAIM 81. Jason Gehman owes ADS $28,000.00 as an unearned draw against commissions. 82. Jason Gehman is a shareholder in the close corporation ADS and has violated his fiduciary duty to ASS by starting a directly competing waterproofing busir.ess In sole pursuit of his - 17 - . own financial interests, and usurping corporate opportunities of ABS and causing Gehman to be unjustly enriched. 83. As a result of the violation by Jason Gehman of his duties aforesaid ABS and its shareholders have suffered and will continue to suffer damages, losses and irreparable harm as set forth above and as yet to be discovered. 84. Gehman has failed to devote himself to the corporate affairs of ABS with a view to promoting common interest. 85. Gehman's diversion of business to his own waterproofing business Absolute Basement Concepts or other entities constitutes an unlawful usurpation of corporate opportunity. 86. The corporate opportunities diverted by Gehman come w~thin the scope of corporate activities conducted by ABS. 87. At all times relevant hereto ABS was capable of taking and exploiting the corporate opportunities usurped by Jason Gehman. 88. As a result of the usurpation of corporate opportunities as aforesaid Gehman has been unjustly enriched and ABS and its shareholders have suffered and will continue to suffer damages, losses and irreparable harm as set forth above and as yet to be discovered. 89. Jason Gehman should be ordered to disgorge any and all monies derived from his wrongful conduct as alleged and pay said monies to ABS t.ogether with interest, costs, and reasonable - 18 - . . . CIRTI'ICATI 0' SIRVICI I, RANDALL G. GALl, ISQUIRI, Attorney for Defendants, do hereby certify that a copy of the foregoing ANSWlR AND NBW HATT8R ~ COUNTIRCLAIM was served upon the following by enclosing a true and correct copy in envelopes addressed as follows, postage prepaid, and depositing same in Harrisburg, Pennsylvania, on the , 1996: the United States Mail at I tt/i day of ~~ Luther E. Milspaw, Jr., Esquire MILSPAW & BESHORE 130 State Street P,O. Box 946 Harrisburg, PA 17108-0946 THOMAS, THOMAS & HAFER By R~~tf.,6:!:iro 305 North Front Street P.O. Box 999 Harrisburg, PA 17108 (717) 255-7648 - 20 - ':-- '0 , i c.;" ~,( .( r"' 1- - ..... ,,' ~): i )1, "., "! .iill I U:', !I' , ;~" "Ii i I,:: 'k~ .' r- ',J (.,1 ()" \.,) <5 10.1 E It: 0 . iii J ~ Z 1: . w . ~ VI ..J W ~ ~ 0 10.1 ~ << ~ ~ CD . II) ~ j 1/1 W ~ '" . ~ ~ ~ r . III W E ~ ,a. II) 0 oj ~ ~ ~ 0 .: ~ '" 0 II) ~ al J. -l 1/1 i ~ << ~ . . . .. HIll"I." lOI" II' "'1"" J"II..' O'II'.KH 00.1,1 'tH'I1 M"J\Yl"11V JUOB J. GIIWYU, . IB UI COVll'1' or COIIIIOB .LIU 'laiDtiff . CUDIJILUD COUll'l'Y, .....n.VAlfIa Y. I I CIVIL AC'l'IO. - LAW JUl. I. GALLAGla, . .nD A. 0' ..D aDeI I BO. UU . un .ILIUL. 'OUIIDA'1'IOB D'1'D . 'ROOrIBca UD aU'l'OD'1'IOB, IBC.. aDeI AIIIIlICU IUIIIIII'l' IY.'l'IIIa, I IBC., . ':IefeDeI_Dta .LAIII'1'Irr'. a.'L Y '1'0 DI.BIIDAIl'l'.' ... IIJl.'1'TIlR AJlD COmITDCLAIII AND NOW comes the Plaintiff, Jason J. Gehman, by and through hi. attorney, Luther E. Mil.paw, Jr., Esquire, and replies to the New Matter and counterclaim of Defendants as follow.: ..'LY '1'0 Bft IIJl.T'1'D 54. Denied. The allegations constitute leqal conclusion. and 110 re.pon.e i. required. In further reply, for the rea.on. stated in the Co.plai~t, Defendant. Gallaqher and O'Shea did not act in good faith. 55. Admitted. 56. Denied. The allegations constitute leqal conclusions and no re.pon.e i. required. In further reply, for the reason. .tated in the Complaint, the transactions between ASS and Reliable were not fair and rea.onable. 57. Denied. The allegations con.titute leqal conclusion. and no re.pon.e i. required. In further reply, for the rea.on. .tated P:\UlItlIUI'IOA TlIOllIlMANIAlIJlIl....UYS\UPL Y in the Complaint, Defendant. Gallaqher and 0' Shea wronljJfully profited at th. expen.e of ABS. 58. Denied. The alleqation. con.titute l.qal conclu.ion. and no re.pon.e i. required. In further reply, for the rea.on. .tated in the Complaint, Defendant. Gallagher and O'Shea were unju.tly enriched. 59. Denied. The allegation. con.titute legal conclu.ion. and no r..pon.e i. required. In further reply, for the rea.one .tated in the Complaint, Defendant. Gallagher and O'Shea wrongfully u.ed corporate re.ource. and their po.itionB with ABS. 60. Denied. The allegation. con.titute legal conclu.ion. and no re.pon.e i. required. In further reply, for the rea.on. atated in the Complairt, Defendant. Gallagher and O'Shea did not at all time. devote them.elvea to the corporate affair. of ABS with a view to prolDoti~g the common intereat. of ADS and it. .hareholder.. 61. D.nied. The allegatione con.titute legal conclu.ion. and no re.pon.e i. required. In further reply, for the reason. atated in the Complaint, ABS and it. .hareholdera, including Plaintiff Gehman, did not ratify Defendant. Gallagher and O'Shea'. action.. 62. Denied. The allegation. con.titute legal conclu.ion. and no re.pon.e i. ~equired. In further reply, tor the rea.on. .tated in the Complaint, Def.ndanta Gallagher and O'Shea have not dealt with the property of ABS in the co_on intere.t of all .hareholder. and ABS and have been unju.tly enriched a. a re.ult. ':\LDIIUl'1OA TI\OEIOtIAIl\AMIlII....UVIW!IL V :3 63. Denied. The allegation. conatitute legal conclu.iona and no re.pon.e ia required. In further reply, for the reaaon. atat.d in the Complaint, Defendant. Gallagher and O'Shea have not acted at all ti.e. rea.onably with due care and good faith in carrying out their reapon.ibilitie. with ABS. 64. Denied. The allegation. con.titute legal concluaiona and no reapon.e ia required. In further reply, for the rea.on. .tated in the Complaint, Defendanta Gallagher and O'Shea have not acted at all time. in accordance with their fiduciary obligation to ABS and it. .hareholder., including Plaintiff Gehman. 65. Denied. The allegation. conatitute legal concluaiona and no re.pon.e i. required. In further reply, for the rea.on. .tated in the Complaint, Detendanta Gallagher and O'Shea did not appropriately exerci.e their di.cretion in the corduct ot ADS'a corporation affaira. 66. Denied. The allegation. conatitute legal conclu.iona and no re.pon.e i. ~equired. In further reply, for the rea.on. .tated in the Complaint, Detendant. Gallagher and O'Shea'. breach of fiduciary obligation. wa. the proximate and/or legal cause of the injury to ADS and ita .hareholder., including Plaintitf Gehman. 67. Denied. The allegation. con.titute legal conclueion. and no reapon.e ia required. In further reply, for the rea.on. .tated in the Complaint, not all of the tran.action. entered into tor ABS by Defendant. Gallagher and O'Shea aerved legitimate corporate P:I1.IIMILmOATI\OI!HMAN\A/oOlII.8AI",YSIIJlPL Y 3 purposes, rather Dafendants Gallaqher and O'Shea entered into numerous transactions for their own personal benefit. 68. Denied. The alleqations constitute legal conclusions and no response is required. In furthar raply, for the reasons stated in the Complaint" the actions of Defendants Gallagher and O'Shea were not based upon sound business jUdgment. 69. Denied. The allegations constitute legal conclusions and no response is required. In further reply, for the reasons stated in the Complaint" Plaintiff Gehman did not know all the material facts of the transactions and bUlJiness between ABS and Reliable. 70. Denied. The allegations constitute legal conclusions and no response is required. After reasonable investiqation, the Plaintiff is without knowledge or information sufficient to form a belief as to the truth of the averment and the same is therefore denied. 71. Denied. The allegations constitute legal conclusions and no re.ponse is required. In further reply, after reasonable investigation, the Plaintiff is without knowledge or information 8uff,icient to form a beliet as to the truth of the averment and the same is therefore denied. 72. Denied. The allegations constitute legal conclusions and no response is required. In further reply, for the reaeons stated in the Complaint" Defendants Gallagher and O'Shea did not at all P:\UIoIIUI'tOAT1I01IIDIAM\AMIlR,IAUYSlIlIlPL Y 4 ti.e. exerci.e good f.ith, due care .nd diligence to protect the intere.t. of Pl.intiff Gehm.n. 73. Deni.d. The all.g.tion. con.titut. leg.l conclu.ion. and no re.pon.e i. r.quir.d. In further reply, for the r..son. .tated in the Complaint" all .alary .nd comp.n..tion p.id by ASS to Def.nd.nt. G.ll.gher and O'Shea doe. not bear a reasonable r.l.tion to their ability and the quantity and quality of their service. rendered to ABS. 74. Denied. The allegation. con.titute legal conclu.ion. and no re.pon.e is r.quir.d. In furth.r r.ply, for the r.a.on. .tated in the Complaint" it is in the be.t intere.ts .:>f ABS and it. .harehold.r. that a cu.todian be appointed, an accounting of all ....t., li.bilitie. and transt.r. of ASS be made and the corporation be di.solved. 75. Deni.d. The allegations constitute legal conclusion. .nd no re.pon.e i. r.quired. In further reply, The allegations in P.r.graph 7!,; are conclusions ot law and theretore requit'e no r..pon.e. 76. D.nied. The all.gation. con.titute legal conclu.ion. .nd no re.pon.e i. required. In further reply, The allegation. in Paragraph 76 are conclu.ion. ot law .nd therefore require no re.pon.e. 77. Denied. The alleg.tion. constitute leg.l conclu.ion. .nd no re.pon.e i. r.quired. ':ILBM\UI'IOIoTIIOIllOlAlllAMIIa,IIAS,SYSIIUlPI. Y 5 78. Denied. The allegation. constitute legal conclu.ions and no response i. required. 79. Denied. The allegation. con.titute legal conclusions and no respon.e i. required. In further reply, tor the reason. stated in the Complaint, Plaintiff Gehman did not con.ent to the conduct of Detendant.. 80. Deni.d. The allegation. con5titute legal conclu.ion. and no respon.e i. required. WHEREFORE, plaintift Jason J. Gehman reque.ts that judgment be entered in hi. favor. ..PLY ~ COu.rKRCLAIM 81. Denied. Atter reasonable inve.tigation, the Plaintitt i. without knowledqe or intormation sufficient to form a belief as to the truth of the averment and the .ame i. therefore denied. 82. Denied. The allegations constitute legal conclu.ions and no respon.e i. required. In further reply, Jason Gehman has not violated his fiduciary duty to ADS by startinq a directly competing waterproofing business in Bole pur.suit ot his own financial interest and/or usurpinq corporate opportunitie. of ASS which cau.ed him to be unjustly enriched. 83. Denied. The alleqations constitute leqal conclusions and no response i. required. In further reply, as .tated above, Ge~an P:\LIlM\LlrIOATIIOIllOlAN\ANIlIl-IIAUYlII1lPL Y 6 has not violat.d hi. fiduciary duty to ABS and a. a r..ult i. not liable to ABS and it. .har.holder. for any dllmaq.., lo.... or irr.parabl. harm. 84. D.ni.d. Th. all.qation. con.titut. l.gal conclu.ion. and no r..pon.. i. r.quir.d. In furth.r r.ply, G.hman ha. not fail.d to d.vot. hi...lf to the corporat. affair. of ABS. 85. D.ni.d. Th. alleqation. con.titut. l.qal conclu.ion. and no r..pon.e i. requir.d. In furth.r r.ply, Gehman ha. not div.rted the bu.ine.. of ABS to hie own waterproofinq bu.ine.a or other .ntitiell. 86. Deni.d. The alleqation. con.titute leqal concluaion. and no re.pon..e ia r.quired. In further reply, G.hman haa not div.rt.d any corporat. opportunities away from ABS. 87. D.ni.d. Th. alleqation. con.titut. leqal conclu.ion. and no r..pon.. i. required. In furth.r r.ply, Gehman ha. not u.urp.d any of ABS'. corporat. opportunitie.. 88. Deni.d. The alleqation. cun.titut. l.qal conclu.ion. and no re.pon.. i. required. In furth.r reply, Gehman ha. not u.urped any of ABS'. corporat. opportuniti.. which have unju.tly enrich.d him and cau..d or will cau.. ASS to .uff.r damaq.., lo.... or irr.parable harm. 89. Deni.d. Th. alleqation. con.titut. l.qal conclu.ion. and no re.pon.. i. r.quired. .:ILIlNIUrIOATIIOIlIDWM_.IIAUYSlIEPL Y 7 JASON J. GEHMAN Plaintiff IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY / PENNSYLVANIA v. JAMES E. GALLAGHER, PETER A. O'SHEA and RELIABLE FOUNDATION WATER PROOFING AND RESTORATION, INC. and AMERICAN BASEMENT SYSTEMS, INC. CIVIL ACTION - LAW NO. 2344 - S - 1996 Defendant ANSWIlR AND NBW MA'l'TBR OP DBPBNDANTS RBLIABLB POUNDATION WATBR PROOPING AND RBSTORATION, INC. AND NOW, comes the Defendant Reliable Foundation Water Proofing and Restoration, Inc. and files this Answer and New Matter to the Complaint of Plaintiff Jason J. Gehman. 1-80. The Defendant Reliable Foundation Water Proofing and Restoration, Inc. incorporates by reference and adopts the Answer and New Matter, paragraphs 1 through 80, of Defendants James E. Gallagher, Peter A. O'Shea and American Basement Systems, Inc. WHEREFORE, the Defendant Reliable Foundation Water Proofing and Restoration, Inc. demands that judgment be entered in its favor and against the Plaintiff Jason J.Gehman. THOMAS, THOMAS & HAFER By r:~r:~~ Ran~.{ G. Gale, Esquire Attorney No. 26149 305 North Front Street P.O. Box 999 Harrisburg, PA 17108 (717) 255-7648 VERIFICATION 1/ RANDALL G. GALE. ESQUIRE, hava read the foregoing ANSWER AND NEW MATTER OF DEFENDANT RELIABLE FOUNDATION WATER PROOFING AND RESTORATION. INC. IInd heraby IIfflrm that It is trua and correct to the best of my personlll knowledge or Informlltion IInd belief. This Verlflcstlon IInd stetement is made subject to the penslties of 18 PII.C.S. 14904 rllllltlng to unsworn felslflclltion to euthorities; I verify thllt all the statements mllde in the foregoing are true end correct end thet felse statements mey subject me to the penllltlllll &~~ec RANDALL G. GALE. ESQUIRE of 18 PII.C.S. S4904. This Verificetlon is teken by mil es Veriflcetlon cannot be obtllinlld within the time allowed for filing the Pleedlng. Dllted: 'l- (7r C( ? ,. ~ C'J ~~ ,'. " ". ~' . I~ .. .1:$ N ,)t." - \" J:-i' ~i'! :t.: 'I::, n.. l:,}~i' >1, en ";~ ., , -. ":[-5 , "' G~ "Il " "'J 'i,lQ,. f u.. a ~) r- Q\ 'I' I' " 'I",; ,! II , , " .';', a'C1~..OA~"".. 6: 7fa/'~' . ',71,"""';"~' .fo", 'OllllOln" '110'" lIfll.tf ' , " o..IOX ... M~M.'UIlO,JOjl,l7Joa .': 1,',.\ ,. ,)1,1,' ,l ';l:"I! 'I' ,. , 1'1,. , ' h , " " , , " , , ", " , 1&1JmtJ.':' OAfI'*r'& 1f+r 71,,.,,,.,,. ", J'"... .oil ~M r,lI!l~ lI~lIUf. ilt 0. .oX ... "AIIll1l1tU'" JOjl, 1110. 'I, " .r ,toL, ,.,I: ii :",,-;' ,',' },' , ,,, ~ January 31, 1997, Petitioner has received no fee or reimbursement for expenses from the Defendanta for repreaenting them in this action. 3. Petitioner did on several occasiona indicate to Defendanta that they would have to bring their past due billings up-to-date and on January 6, 1997 did by letter inform Defendanta that if their bills for legal services were not brought current by January 31, 1997/ Petitioner would seek Court permiasion to withdraw as counsel. 4. No payments have been forthcoming. 5. The continued representation of Defendants without payment of Petitioner's feee or reimbursement for exp~nses, or the prospect of such payment, has resulted and will further result in an unreasonable financial burden on Petitioner, and good cause exists for Petitioner's withdrawal. 6. This matter is not currently on any trial list and currently is in the discovery phase of the case; withdrawal at this time can be accomplished without material adverse effect on the interests of the client. - ::I - . ILl " 'I, ~ If) i>.; It: '~ I~ .. <~ ,J.( - Uz \i r. 'J...r: < " ~'l t, . ~ifj ,..., .~ cr, ~,' I.. '/" en ~:l(j L.. C' ~ u.: ~ B :5 r- , , Q' , " , , ,':>. rr ,,' ll,l ('< ,'" '- , Ir), r,j,' fl~' f I t L, l..., ,.., ''- C", I' ~' ,.., 'II (oj -:J W ~ .. 'r-l: "I ;; I .l ~j, /. " .,/,.' j::. .,-1 '>"1) ., ~... " ~ (i.1 " "- :. I....) 0 IoJ ~ It ( 0 ~ ~ f iii J: ( w ( ~ 1/1 ..J ~ n 0 IoJ ~ ~ ~ III ( <n d III W '" tiI · . ~ ~ ~ ( al W E ~ ," <n o ' , " ~ ~ ~ g .. << , 1/1 .:c m I .J III .. i ii << ( r " , . " ...- C') j''': <,'. i u"'" , ,r u/ ',,) " 9' : ~'.':' f " ,,:j '-' 'j 9, (? /l ell , eel' " ;'li -:~'I' (, u.. . ~ 1.1.- , :::;.; LI: r- ~: v cr 1 I I I I " I, , . 0,' , " FlLr;Q.OFFlCF. ~,~ r~m: 11"1~ 'I')r/~RY 97, APR -7 Mi lOt :1 9 CL,l'd,'I, ' .' ,"~ i i.. 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'\., '~ll~,!t.}, .H:'lJ~\\(.qi:'P'.';,,)':'~:,.;q;\',ol:'~.,' ",,' :'1', ,\1,'1',':"/ '1"JfJp'"hj,:it ~lJlll~~ I:N;~.I,).'k~:"'JI '_'_:,!.1 ':; '/,-':1 ' I I" ' 1,1' 11, ,(' '1 '"" t"..f 'I: I I' 'I"'i~ L,'i;/)i'~ h , Fl rc ' C::r::CE OF 1. rWF!""1!1rARY , , 97 ~rp It] r;;.?: ~E CGi. ""I!)' PL~.\r',:':; a.\,'~ : 1\':,,\ , ' " , , I, , I' " , 'I ", " ,', ~ ", . ' JASON J. GEHMAN Plaintiff, .N THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA CIVIL ACTION - LAW NO. 2344 - S - 1996 v. JAMES E. GALLAGHER, PETER A. O'SHEA and RELIABLE FOUNDATION WATER PROOFING AND RESTORATION, INC. and AMERICAN BASEMENT SYSTEMS, INC. Defendant. PETITION FOR HEARING AND NOW, comes Randall G, Gale, Esquire and Thomae, Thomas and Hafer and files this request for a hearing. 1. On February 19/ 1997 a Petition of Defendants' Counsel for Leave to Withdraw was tiled by the Attorneys for the Defendante, Randall G. Gale, Esquire and his firm, Thomas, Thomas and Hafer, 2. On Februar.y 21, 1997 a Rule was issued by Honorable Kevin H. Hess to Show Cause why the Petition should not be granted, 3. By letter dated March 12/ 1997 Defendant Peter A, 0/ Shea filed a letter opposing withdrawal, 4. Therefore, Randall G, Gale, Esquire and Thomas, Thomas and Hafer request a hearing to resolve this mattel. WHEREFORE, Counsel for the Defendante, Randall G. Gale, Eequire and Thomas, Thomas and Hafer request that a hearing be set on their petition to Withdraw. THOMAS, THOMAS & HAFER By 17108 ir- C:;) ,. ...1' ..:I r... ,.., .. '. ~" ('1 ~ ,Ij ..t': 8 i, I.J 1,1> .I.';"'" '.) ..~ ",r: ~ J.. " ~( ~ ~.:J ,r\ -. .,'.t .- ~II. ; ,,.) ,:.lLt' 1-' (, (... ... , :ir() f ",; ...., \u. .' r- r' ~ U 7) ~' (,) ! ~ ,.... ~ ll; -:;:., ~ , I'; I , V!, ; , IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CIVIL ACTION. LAW JASON J. GEHMAN, Plaintiff JAMES E. GALLAGHER, PETER A, O'SHEA and RELIABLE FOUNDATION WATER PROOFING AND RESTORATION, INC., and AMERICAN BASEMENT SYSTEMS, INC., , Defendants Randall G, Gale, Esquire For the Defendants e.....~.... ~.~,<l ielfel'l'1- I ~ ~ ,,0 f', AJL 96-2344 CIVIL IN RE: MOTION TO COMPEL ORDER AND NOW, this It.. day of Junc, 1997, upon agreement of the partie!, a protective order being entered of even datc hercwith, thc motion of the plaintiff to compel discovery is GRANTED and the defcndants arc directed to respond to thc outstanding requests of the plaintiff for production of documents on or beforc July ,'11, 1997, BY THE COURT, Luther E. Milspaw, Jr" Esquire For the Plaintiff :rlm i ,n " n " -I "I, -,", , , , ,~\ , . . ~'1 - , 1 I .. ~ , j,i.'f" 1 ,tj , , , l',,~ 0\ , ' ..~. ' ~ r ", '\ " i " ,I.") :. ' , ~ '} t'Il ", , " , , :.11 ".J1 , C.l -. , , " ,'I , , I I , " , , " i' I ,\ . ~ .... 0' ~"<,? n' ll". ........ I':: ,:; .- 1'1' (\ L',.'. "- .; ",' I.'CI " ~. . ',' ... u c..,) "~ ", " ., C"'- t':',l 'Ill ~_ It L.l.. .' I ~... ~ '0, \'~: ~ ~ L' '.. 4 ~ 0 III ~ It 0 . Iii J >- I :t . '" . , U) ., r p <l III >- >- ~ ED . III · i ~ '" I N l/J " >- g '" " ~ P Go F. 0 ~ J Q. ~ g Go I U) 0( - oJ i & . :t , . i-lMMII.I' ~O"'14." ""ufo' ....."'14. OH,,"~H O~~,..". .,.,n3111'f11'11\1' . rl/- . oJUOII oJ. GIIDIUI, I Plaintiff I V. I l JAMBS I. GALLAGHIR, I PITIR A. 0'8HEA and I RlLIABLI FOUNDATION WATBR I PROOFING AND RlSTORATION, INC.l and AMBRICAN BASBMINT SYSTIMS,I INC., I Defendant. III TH. COURT OJ' COHllOII PLIAS CU~.RLAND COUNTY, P."SYLVANIA CIVIL ACTION ~ LAW NO. 2344 8 11196 ORDER AND NOW, this day of January, 1997, upon presentation and consideration of the within Motion, it is ordered that Plaintiff's Motion to Compel Under Pa.R.C,P. 4019(a) is hereby granted and it is held and ordered that Defendants must permit the inspection of: 1. All documents which support any allegation Defendants asserted or will be asserting in their Answer to the complaint; 2, All documents which refer, relate, or pertain to, or in any way support, Defendants Answers to Plaintiff's Interrogatories; 3. ~he Customer List for Reliable Foundation Water Proofing and Restoration, Inc.; and 4. All records maintained for each salesperson and utilized for calculation of their pay and commission. BY THE COURT: J. ,,\LI"\LITIGATI\GIHMAN\AHIR'.AS.STS\MOTJON.tOM JAIOII J. GIIDlAII, Plaintiff I I I I JAIUII I. GALLAGHIR, I .ITIR A. O'IRIA and I RlLIABLI rOVIIDATIOII WATIR I .aoorIIIG AIID "STORATION, INC.I and AKIRICAII BAI.MINT 8Y8TIM8,1 INC., I v. IN THI COURT or CONKOII .LIAS CUKBIRLAND COUNTY, .IHNIYLVAIIIA CIVIL ACTION - LAW NO. 23... 8 1911. Defendant. MOTION TO COMPEL U.HDER Pa.R.C. p, 4019 lal, AND NOW Plaintiff Jason J. Gehman movea the Court for an order to compel pursuant to Rule 4019(a) of the pennsylvania Rules of Civil Procedure against Defendants James E. Gallagher, Peter A. O'Shea, Reliable Foundation Waterproofing and Restoration, Inc, and American Basement Systems, Inc. The grounds to support this Motion are: 1. On or about November 21, 1996, Plaintiff served on all of the Defendants a Rsquest for Production of Documents, A true and correct copy of Plaintiff's Request for Production of Documents is attached hereto as Exhibit "A". 2. On or about January 8, 1997, Defendants served on Plaintiff a Response of Defendants to Plaintiff's Request for Production. A true and correct copy of the Response of Defendants to Plaintiff's Request for Production is attached hereto aD Exhibit "B". 3 . Defendants did not file appropriate obj ections to certain ',\LIM\LITIGATI\GIHMAN\AMIR-IAS,SIS\MOTION.COM of Plaintiff's Raquests for Production of Documents, as required by Pa,R,C.P, 4019(a)(2). 4. Defendants' objection to Plaintiff'a requeat for all documents which support any allegation Defendants asserted or will be asserting in their Answer to the Complaint and all documents which refer, relate, or pertain to, or in any way support, Defendants' Answers to Plaintiff'a Interrogatories is not an appropriate objection. a. Plaintiff's request Plaintiff has requested documents from Defendants. b. Plaintiff is not slileking the disclosure of the mental impressions of Defendants' Attorney or his conclusions, opinions and legal theoriea. c. Plaintiff is requesting not only the relevant records of American Basement Systems, Inc., but is also request.ing all documents which support any allegation Defendants asserted or will be asserting in their Answer to the Complaint and all documents which refer, relate, or pertain to, or in any way support, Defendanta' Answers to Plaintiff's Interrogatories. 5. In response to Plaintiff's request for the customer liat of Reliable Foundation waterproofing and Reatoration, Inc. Defendants asserted that "(t]he request for the job fHea of is not general specific and and vague. identifiable ,,\LIM\LITIGATI\GIHMAH\AMIA-8AS.SYS\MOTION,COM Reliable Foundation Waterproofing and Restoration, Inc, is appropriately directed to that entity which ia not a party to this suit." Reliable Foundation Waterproofing and Restoration, Inc. is a party to this suit. Moreover, Plaintiff requested the customer list from Reliable Foundation Waterproofing and Restoration, Inc., not its job files, , 6. RUle 4009 (b) (2) states in relevant part that "the reaponae [to the request for production of documents] shall state, with respect to each item or category, that inapection and related activities will be permitted as requested, unless the request is objected to, in which event the reasons for objection shall be atated." Defendants have failed to either state that inspection of all records maintained for each salesperson and utilized for calculation of their pay and commission will be permitted or to object to the inspection of thede records. WHEREFORE, Plaintiff Jason J. Gehman respectfully requests this Honorable Court to order Defendants to permit the inspection of: 1. All documents which support any allegation Defendants aaserted or will be asserting in their Answer to the Complaint I 2, All documents which refer, relate, or pertain to, or in any way eupport, Defendants Answers to Plaintiff's InterrogatorieSI 3. The Customer List for Rel iable Foundation Water Proofing and Restoration, Inc.; and 1:\LIM\LITIGATI\GEHMAN\4MIR'iAS,SYS\MOTION.COM - 3 - 4. All recorde maintained tor each ealesperson and utili.ed tor calculation ot their pay and commission, Respecttully Submitted, Date I January 14, 1997 By I Esquire 17108-0946 " ,: , ' ,.\LIM\LITIOATIIGIHMAN\AMlR.'AS.IYS\MOTJON.COM - 4 - IldM A JAIOH J. OIlRKMf, Plaintiff I I I I JAHKI I. OALUOBIR, I PITla A. O'8BIA and I RlLIAlLI ~OUKDATlOH .ATIR I PROO~lHO AND RlITORATION, lNC.1 alld aKBaICAH IA8I1CIl1lT IYITIKI, I INC., I v. IN THI COURT O~ COKMON PLIA. CllJHllRLAND COUNTY, PllQf8YLVAHlA CIVIL ACTION ~ UW NO. UU I 1116 Defendants PLAINTI..'8 REOUIlST ~OR PRODUCTION O~ QaCUXINT8 DIRECTED TO DIl~ENDANTB Pursuant to Pennsylvania Rules of Civil Procedure 4001, et al- and 4009 specifically, you are hereby requested to produce the below listed dOGuments and items for purposes of discovery, This material will be examined and photocopied; photograph negatives will be processed and photographs reproduced. Said documents or tangible things are to be produced at the offices of MILSPAW & BESHORE, 130 State street, Harrisburg, PA 17101, within thirty (30) days of the date of service hereof. Plaintiff's attorney will be responsible for these documents so long as they are in his possession. copying will be done at Plaintiff's expense and the documents will be properly returned after copying has been completed. This request is intended tco cover all documents in the possession, custody and control of Defendants, their agents, employees, representatives, insurance carriers and attorneys.. This request is deemed to be continuing so that if any document or object responsive to these requests later becomes available or ':'LI~'LITIGATI'GIH~'H"~IR.I'S,S'S'RIQOOCS fall. into the possession, custody and control of the Defendant., their agents, employees, representatives, insurance carritir. or attorney., any response to the.. reque.t. .hall be timely .upplemented, DIIJ'INITIOIIS AND INSTRUCTIONS 1. If you object to the production of any document on the qrounda that the attorney-client, attorney work-product, or any other privilege is applicable thereto, you shall, with reapect to that document: a. State its date, b. Identify its author: c. Identity each person who prepared or participated in the preparation of the document: d. Identify each person who received it: e, Identify each person from whom the documont was received: f. State the present location of the document and all copies thereof: g. Identify each person who has ever had possession, custody or control of it or a copy thereof: and h. Provide sutficient information concerning the document and the circumstances thereof to explain "\LIM\LITIGATI\GIHMAN\AMI....S,STS\.IQDOCS DOCUMENTS RBOUZSTBD 1. All documents identified in your Answers to Plaintiff'. Interrogatorie.. 2, All document. which support any allegation you a..erted or will be asserting in your Answer to the Complaint. All documents which reter, relate, or pertain to, or in support, your Answers to Plaintitf's Interrogatories, All documents you intend to use as exhibits at triftl, The Customer List for both Amer5can Bas.ment Systems, Reliable Foundation Water Proofing and Restoration, Inc. 6. All of the job files for which installation was subcontracted out by American Basement Systems, Inc. to Reliable Foundation Water PrOOfing and Restoration, Inc. 7. All records maintained for each salesperson and utilized for calculation of their pay and commission. 3. any way 4. 5, Inc. and Respectfully Submitted, Date: November 20, 1996 By Lut r E. Milsp Esquire Attorney 1.0. No, 130 State Street P. O. Box 946 Harrisburg, PA 17108-0946 (717) 236-0781 Attorneys for Plaintiff ':\L.M\LlfIGATI\GlH..N\AM..'.AS.S'S\.IQOOCS - 4 - IExIIIIlII B IIU II~ liT I~:~I ",1.\ ;17~:IUII;\1 \111.\"\\\~'II:\III1Hf: 3~80H J. Q.~, I I PlaiDtitf I I V. I I I JUl. B. ftu.t.ll.O.D, I Pll'l'd :.. 0'8RO aDd I aELXAlL- POUWOATXOM WATER : .ROO'INO 1HP aBBTORATIOH, INC.: and AKBRICAJII BNlIIKBJIT SYBTmiB,: INC., I Defendant. I. TaB eOU.T OP CONHOM PLIA8 CUJIJIDL,IUID COUIlTY, PZIllll8YLnIII~ CIVIL ACTIO' - LAW NO. UU 8 19" P~TIVB Qi!L,Q AND NOW, this ___ _ day of Jun., 1997, upon the .qr....at or counsel to enter t.his order, it if! hereby Ordered and decreed t.hat: 1. All documents or any information produced by ont' party in re"ponsiP. to the other party's requA<<t shall be deemed to be confidential information subject, to the terms of this Protective Order (hereinafter referred to ae "cunfidentia I In(orlll(ltion"); shall be uced solely for the purposes of the litigation be,twcen the parties in the above-captioned action, including use during testimony ard as exhibits at triaL, or in connection with motions, depositions or witness prep(iration, subject to the rentrictionr.; of this protective Order. Plaintiff shall not use any confidential Information produced by Defendants in his separate businesscn, and Defendants shall not use any Confidential 1n[ormat.;on produced by Plaintiff in ~heir neparate businesses. ", "confi.dential rnform"tion" may bfl disl:loscd to the followinq persona only: ItIJlIIl;! IItj 111\ Oi l2: ~ I F.'" 7' I 'j :!:\tjlli., t \111 'd' \\\KIII':~lIl1lt1 10111111:1 II. The pl.\rthlR, their directors. officers, partners, prind,pah and omployees (prov:<ded that each director. oi'ticer. partner, principal or employee with whom tho "confidential Intorlllatlon"b to be discussed or to wholll it is to 1:>0 shown. rirst ..xecutes on "Acknowlcdg.lInent" in the form at.tached hare to as Exhibit "A"t; b. Attorneys of' rncord for all parties in the Ilbove- captionod action and their lawyers, legal assistants, secretarial and clerical personnel who are enqaqcd in assi~tinq them in this litigation; c. outside Inve!<tig"tors ftnd expertG, including but not. limited to expert witnesses and their clerical aGsislants, who are engaged in Ilsalsting tho attorneys of record in the preparation or conduct of thio caoe, but only upon tho execution of an Acknowledgment attached hereto aa Exhibit "A" prior to such discloilurc, which Acknowledgment shall be retained by the ilttorney ot record ror the party that dinclo,,;os such "Conf identia 1 Tnformation"; d. The Court and its court personnel; o. Any deposition or trial witness, who in tho judgment of an attornoy of records required to be Khown such material in order to aosist Duch ~ttorney in the preparation for or the conduct ot thi~ litigation, but onlY upon the exenution by such pArson of an AcknowlodgelDont in tho form olittnc:hed hnreto U Lxhlbil "A" prior 2 IIIJ 11:\ IIi I:!:~I 1'.\\ ;lj~.')t\lli~1 'IJI.'d'\\\t\III.'lllllIH I...~ UIl I to such di~clo..ure which ,t.cknowlod'J"ment shall be retllineu by the attorney at recol'd for the party thllt discloses euch "Confidential Inforlllation"I t. Any in&uranc~ repres~ntative havinq claims handlinq responsibility or responsibility for evaluation of thIs action. J. A1l trarulcripts of depositions sha 1 1 be deul!Ied "Confld",ntilll lnformat.lon" and covered by this prote<.:tlvc Order tor ten (10) business days following receipt oC the transcript by the cOWlsel for the party. prior to the expiration of this ten (10) day per 10<1, the designating p..rty may designate port lonG of the depo~ltion trans<.:rlpt, at page and line number, whiCh the designated party bel ieves constitute~ or contains "confld~ntlal Intorlllation". ThClreafter, such del' 19nat ion discovery lIIatl1r io.1l lIha11 be deemed "cont identia 1 1nformation" subject to t.he terms ot t.h is pro-c.oct i ve Order. The ba 1 anee of the transcript which ha'; nol bflun dQsiqnated "confidential Information" sha 11, after lhe expiration of thfl ten (10) day period, no longer be qoverned by this Protective Order. 4" "confidential InforJlliltion" sha 11 be kept in a secure location when not in use, and accnr.s to thOGe facilities ~h~ll be qiven only to the attorneys of rocord de$cribod b.dow, and their a"soci!lted law'fers, legBl accistants, secretarial and cleric~l personnel who are cn9agr.d in aS8i~tinq thalli in these actions. 5. All "confidential Information" which 1s ti led with the Court Shall be filed in a sealed onvelope with a notation thereof :I that the contnntl> Ill.... t ll.d pur13uant to th i a !'rotcctl ve order Ilnd that envelup.a shriLl not be openlld cor ittl contents disclosed (other than to the court) until Order of the court, entered aCter notlcfi to the part hs In thls case. 6. Cunfidential information may be diocloned in tho course of 11 deposition to a deponent, who oy virtue of his or hor position, has aCCQ9S to or knowledge of such confidential document.s, or of in(orlDl'tion cont.dim''-' thnrein. In I'll other circumslancQfJ, dlscln13ure or "confidential 1nroI1llation" lIIa)l be made to a deponent in the course oC the deposition, but only upon the execution by the d(;pOnent of an I'cknowledgolllent which shall be reteltned by the attorney ot' n,cord for the party that dincloses such "Conf identia 1 Informat",ion". A deponent. shall hlo' permitted to examine a,ny portion of the tranflcript at his or her depot>ition (including Exhibits) but chall not, be permitted to retain a copy of any "Confidential Tnformation". 7. In the event any "Cont idcntia 1 1nCormat ion" is included with or the contents thereof are in any way disclosed in any pleading, motion, deposition, tramlcript, or other paper fll.ed with the clerk and/or '-he court, such "Confidential Information" shall be kept under seal by the clerk until order of t~e court. copies of such "Confidential Infor.a~ionn, if required to be served upon opposing counsel, shall be placed In t~e soaled envelope with the fo.llowing statement. placed upon the outside thereof "confi.dential !nforlllatiun". Such information sha 1.1 be sorvfld onlY upon the . attorneyc of record. AI! oth~r service or informational copies Khall hl:lve "Confidential Inforllll.'ltion" d<lletnd therefrom. Further, a dupl \cate copy thereof, with th.. "conf ident 11.'11 Information" deloted therefrom, may be placed in the public record. Flnl:llly, any party may slilck rc! ieC from the Court d I reet Lng that d.1scovery material de6iqnllted "Confidential !nforllllltion" not be discussed in open court in the prccenco of those not SUbject to this Protective Order, or. alternatively, that portionc of Court tr~nscript5 vhich contain testimony or colloquy regardinq discovery material designated "Confidentia I Information" be given add i tiona 1 protection. Nothing in this provision chal! prnclude Ilny party from challenqing thl! admissibility of any discovery material designated "Confidential Information", H, Prior to oral hearinqc or testimony at the trial of this case, the parties, in the event that it is known reasonilbly in advance of suCh hear Lng or teetimony that lDatteI'(; inVOlving "Confid<mtia! lnform:'ltion" will be raised, shall roo advise ellch other, If such information is expected to be rcferrnd to or discussed, the partie.. may ask the Court t.o consider me~SUrefl to insure the prc6ervHtion of the confidentiality of the information, 9. with respect to any "Conf idential Infot'1llation" covered by this Protcctivo Order, any part,y to this case may rile a motion vi th the Court that such mater i alG should not be deemed confidf!ntilll lind, therefore, not sUbjll>Ct. to the terms of this Order. Tho execution oC thl.. Ord"r r;hould not be> qlven any weiqht 5 110 II~ liT I~'~I 'F,\,\ TIT~,'III1T~1 \III,';f'\\'~IlI,.';II"llF .:ru01l J. GIIBJlAII. I I uabtirr I I ". I I I J.JUIJ8 .. O:ALL1oGBBIl. 1 V.TO A. 0'811D and 1 aZLlA8La rOUKDATIOII waTKR · vaoorIIIO AND ..8TORA'tIOII, IIIC.I aDd AJ(IlRlCU 8UDJUIT SYBTIDl8,1 XIIC. . ;ur T" canT or COIOIOII PLBU cUMBDLAJfO COUM'l''lf, 'ZIUISY'LVU:A CIVIL ACTIOII - LAW 110. U44 II 1991 Defendants . . M:l9!OnJ,l)lmL~~c.UT~QL ~J~lW1J~2RIILQ" DX~~L~IROT,.~,...sl!Y)g 1, I hereby acknowledge that t have road the confidentiality provision of the Protective Order entered in the above-captioned action and agreed upon by and between all counsel to tho parties involved in that litiqation. 2. In the course of my employment or consultation with one of the parties in that. lit.i.gation. I will b(l receiving "Confidential Informiltion" i:Hi defi.ned in that Order. 3, 1 heroby ilccept the confidontiality terms and provisionn of that order, and agree to bound by such terms and their proviuion.. in t,hnir entiroty as if I were a party to a signatory of the Order, IIDIBXT ..... JASON J. GEHMAN IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA Plaintiff, v. JAMES E. GALLAGHER, PETER A. O'SHEA and AMERICAN BASEMENT SYSTEMS, INC. CIVIL ACTION - LAW NO. 2344 - S - 1996 Defendant. RBSPONSI OP DBPBNDANTS TO TO PLAINTlrpS' MOTION TO CONPBL AND NOW, come the Defendants and file this Response of Defendants to Plaintiff's Motion to Compel. 1- Admitted. 2. Admitted. 3 . Denied. On the contrary, Defendants did assert appropriate objections to Plaintiff'B Request for Production, 4. Denied. Plaintiff's requests are too general and vague for rasponse and seek disclosure of the mental impressions of the Defendants' Attorney or his concluaions, opinions and legal theories. The Defendants did indicate that corporate recorda were available for inapection. 5, Defendant Jamea Gallagher has testified at his deposition of January 13, 1997 at page 60 there are not computerized or other customer lists maintained. Customers can be aacertaincd from the job files of the corporationa and Defendants have indicated such I Mulli-PlIgc'" PallO 56 Pag~ 5,X I !}I($ with .1 Sal':Sl11lm \\111 \.:.111, ~l~k fllr lJ'i, .ullllht."n hJ\'1! 2 111<:" que,uon" In oth<r wor~s ., 3 Q nus is while th<y're ollhe 'ile wilh Ihe 4 ~uslllmer, and lhey <:411 with Iholie klOd of questions'l , ^ This i~ while, 6 Q Whll" Ih~Y'N Jllli< "I~'! 7 ^ Yt.:nh, 'Whtl~ Ihl,.'y'n: .11 lill! "1111.: It Q Hut on~ those q~JI,.'SII\)nS ute ~sot\'\,:LJ. lflhl.'rc 9 un: llIIY, th" ..I"smen hJI'e Ih~ aUlhonly from Ihe "ompuny 10 to enter inlo I ~ontlllCI at a set pncc for Ihal job? II A Correcl, Ihey ~o, 12 Q So Ih~y com" hack 1\llh IIIIS conlraCI III pl,Ie'c, 13 and Ihcy1re ..JUtnlllhc \\ur~ urdl.'r? 14 A Corr""t IS Q Al that p0101 10 tllnc th" o~luallio.:uml'lll, 6 which is the compony's <opy of Ihe aareemml wilh the , 7 ~uslomer, 0 copy of thai IS k"pI by Ihe ~ompany, ( assum"; 18 is Ihol righ!'1 19 A Contra"t'! ,20 Q Ycah 121 A Yes, ~'I' 2 Q Does Ih" SIllcsml'll kiXp a ~opy'l J ^ No. no, ~USlom"r gels a ~opY. ond Ihe o(fi~e nail 4 hIlS nlhe eUSlomer aClually g"IS two copies, hecouse we S lhere's the rl~h[ of n:SC1SSltlll, lllrw day>; to i.:h.If1!{1,.' yom Pogo 57 - JAMES E. OALLAOHEI JANUARY 13,199 PlIio6t 1 th" g"~s IIlto'! nu Y"U malntolO anylhin8 by ~omputer? 2 A NOllhall'm DWun: of, No hsl. The only lISt 3 thai we would hove of "'2y CUSlomer~ IIl'C people Ihol would 4 be On 0 referenc.: IiSllhal w~'ve ..sked if il would be 011 S nghlto use Ihe" nam~ and th"ir oreo if someone in their ~ aNa wuuld hale a question or woul~ like 10 SllC Ihe job 7 allually In'lalled, 8 In ath<r wonts, w< do 0 job for somebody, 9 Th"y'N satislied, They soY. hey. you did a beauliful 10 Job, My basement wus blah. blah, blah, And lhen we ~ome II In, Wuuld il h" all righllo go on nur reference Iis!'1 12 n'al's Ihe unly IlsI of customers we would 13 iI,IIC And thaI', nonnally brok"n 11110 llreIIs. Stale 14 Cullege utea, Philadclplua urea, whalever area, IS Q Now. if you come bock wilh 0 ~onlrOCI for a 16 cUSlomer, whol happens 10 Ihe lead ~urd for Ihol customer? 17 (, IhcN 0 nOlalion made on Ihatlead curd? 18 ^ Yes, wid and Ihe anlOunl of foot.. Ihe amounl II') of 1''''1, Ihe ,lep"'lllf any, whelher it's a fillanceJob , ,0 where Ih" people pay al Ihe job completion. and lhe amount 21 of pumps and the ""hedule dale, if possible, If il is 22 scheduled 01 thai time, 23 In otller words. loday's Monday, If you sell 0 24 jllh today, you Wanl Ihe job 10 go in next Monday, that ,5 wUllld h,: p'" IIlllhe lead card, th" day of inslollalion Page 5~ 1 mind, So Ihey kiXp Ih<II copy and 0 rescISSIon CIlPY, 2 where iflhey deCided to Cha"~elhell mind, ('d ilkolo 3 cancellhis Ironsaclion, thoy ~Ign thai and IiC'ld illo us, 4 Should do il by mail. S Q So the salesmen lom<s hack, he gives all hIS 16 copies of those UOCUIn":IlIS It) thl..' l.:ol1lpJny and l.:Omp/l,,'h:s the.: 17.. , 8 ^ Correcl, Ihe conlrUCI? I~ Ihol whal you're 9 saying? o Q Yeah, II A Yes, ,12 Q And those arc Ihen Jiicli separ,'t",y ~omepl,\Cc" 13 A Yes, 14 Q And then he ~omplelcs a work order" S A Concel. 6 Q And what happens wilh thai work ordcr? 17 A Thai's also wllh Ih" eonlracl 10 a iii" 18 Q "ow do you k,,,p YOllr liles ,II Ihat P"'"!' n, , Ihe floor J9 custom..:r'! Do you 11<1\1.: .1 (lhlnt111.:r 1'111..' (11.11 h".; Ih..: 20 aw,reement 10 It plus the \...mk un..lI.:r In It',) \Vh.1t kind (If 1 ntcs arc you malntalnlnw for thl.: \.:u~tomt:rs" 2 A Alphabetical 23 Q Alphabetical by "USlomer" 24 ^ Um'hum, 2' Q Do you hJVI: ;.my ";Llll1l1l1l..'r1/I.:d (ill..:'i llh,:n I!l;!l ::;~M~lUGIIES, ALBRJGtIT, FOLTZ & NATALE . 17-232'S644/393-S 101 Ih~n a vith his .nd, II'S 0 whal he I then ;wilh , field till: 'y of the 11."S h lob ormlnB nl of Ihe '81he '"110 :d by "uthonty o do whal ,Ie he all <or 'r done .~ Pogo 61 I Q TIlen whal happens 10 thai lead cord? 2 ^ II goes wilh Ihe .. the contrucl and lhe: work ) order In Ihe Ii Ie 4 Q Well, IS Ihere a ""Py ma~" of thuIleod e.rd IIl...t"! o ^ No, 7 Q If you don'l get a job. if he comes bock and he 8 hasn'l golten the job with thai pani~ular lead ~ord, whol 9 happens 10 Ihe lead card? 10 A 11101 goes in a tile. totally differenllile. II card file i 12 Q Scparale file" I) A Yeah, 14 Q lead file'! 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II V;\;~;:!"f< ,i::'_;t;;~::":,I_;.-~'~i\'):.',',\'., ':.. \" .\(' ~.~ _".,,"1,;, >i,::: ',:I,'t:<I!F::~;f.;)~;IN,;,(,:,!;1l;()f,i~ t ".'!:.' !'i'll:.hL,:,;"{.;,", ,I,.' I, " . 'I," "I" -,.\ ,. '-i',,"~' "'---w, . "q,",>r"':::, ,;;,f, .;~/':t'\'i;tdll."," ~"'HI,-.t')~"I'" 'J''-'"'''' "I. ..~.I "'1'"'' .-'.i;'--I,.j"I;"""{f""I'--jr':;~" j-~" ,-J',",::. _;')'Jl \" i,I' !'I ,"':" . ",1, -..,'1'.' >. "Iii: ,"--1 'i)',',' ',"1.1. <.-;'t'll',';, 1'1 ,.-'-' J.ii'!i', ..,r''t''\n;'":'''~''' I,"! ;'1 '" -'IilU...UUM......!Htlo.a' """"'(""";1,1;..,.,'",;.,.",1',',."-';', It;':'!;'!I'I" ,,- i, " I. "r~'''l".-''I''''''''"Tfr; ,.... f, I - .. I. _ -;' I;',';'!.~'~~, " I!~_,---:~', i '1'1 \' I .'1. I JASON J. GEHMAN Plaintiff IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA v, CIVIL ACTION. LAW JAMES E. GALLAGHER, PETER A. O'SHEA Ilnd RELIABLE FOUNDATiON WATER PROOFING AND RESTORATION, INC. and AMERICAN BASEMENT SYSTEMS, INC. NO, 2344. S . 1996 Defendant ORDER AND NOW, THIS DA Y OF / 1997/ IT IS ORDERED that the Motion to Compel of Plaintiff Jeson J. Gehman is denied. BY THE COURT: J. " , i" J ~ ~ ~ j 3 co E I l I; co i co ~ ~ .. ~. i :) ~ ! i d lD .. .. i f ~ ~ ~ % ~ . , ' . !\i,l; II ll'iOatt . A civil conspiracy is a combination of two or more oersons to an unlawful or criminal act or do a lawful act by unlawful means or for an unlawful purpose, Baker v. RanllOS, 229 Pa. Super. 333, __, 324 A,2d 498, 506 (1974), A conspiracy becomes actionable when some overt act is done in pursuance of the common purpose or design held by the conspirators and actual legal damage results, 151, It follows from the definition that a complaint must allege facts showing the existence of all of the elements indicated above, Specifically, Plaintiffs complaint fails here because it does not allege a combination of two or more persons. The general rule in Pennsylvania is that a corporation cannot conspire with itself, Thomason Coal ComDanv v, Pike Coal ComDany, 488 Pa. 198,412 A,2d 466 (1979), nor with its officers and agents when they act solely for the corporation and not on their own behalf, Johnston v, Baker, 445 F,2d 424 (3rd Cir, 1971), However, a corporation can conspire with its agents or employees if the agents or employees are acting not for the corporation, but for personal reasons, and one of the panies to the conspiracy is not an agent or employee of the corporation, Johnston, 445 F,2d at 426-27, More specifically, and applicable here, a conspiracy also requires more than the collective judgment of two individuals with,in the same entity, for their conduct, if challenged, becomes that of the single, corporate entity, Ja~ieslki v, PackalZe Machine Comaw, 489 F. Supp. 232 (E,O. Pa, 1980); see also Keddie v. Pennsvlvania State Universitv, 412 F, Supp, 1264 (M,O, Pa, 1976). 4 Hue, individual defendants at all times were acting on behalf of the corporation, Defendant ADS, Plaintiff himself even agreed to the formation of Defendant Reliable by the individual Defendants, and knew of its stated purpose, Notwithstanding this, the complaint does not allege that the individual Defendants, hoth officers and/or employees of Defendant ADS, conspired with someone outside of ADS, an element necessary for the formation of a conspiracy in this selling, As such, Plaintiff's counts for civil conspiracy are legally insufficient and Delimdantb' demurrer to the same should be sustained, 2, Accounting of Reliable Count 14 of Plaintiff's complaint requests the Court to grant an accounting of Defendant Reliable. Specifically, Plaintiff asks for an accounting of all Defendant Reliable's asset., and liabilities, including transfers from Defendant ADS to Defendant Reliable, As a basis for his request, Plaintiff believes and therefore avers that the corporate assets of Defendant ADS are being "misapplied and/or wasted or illegally used by Defendant Reliable," Complaint' 53, An accounting of Defenr.lant Reliable is both improper and unnecessary, As a factual maller, the cost to Defendant Reliable, or any other subcontractor, in performing services for or on behalf of Defendant ADS is hardly relevant to the issue of the fairness of any transactions with Defendant ADS, The market price of services of similar quality is more relevant to this determination, Given the fact that Plaintiff has set up a business in direct competition with Defendant ADS, it seems reasonable to assume that Plaintiff would be in the best position to be aware of the costs of similar services, 5 Plaintiff should be required to specifically plead dates. limes, places, amount, and Individuals to whom he is referring, Plaintiff avers further that the individual Defendants directed leads away from the Plaintiff and kept him from infonnation essential to the operation of the business [Defendant ADS]. Complaint' 9(e), Again, Plaintiff should be made to plead specifics as to who, where, when and what is being referred to, and what is meant by the telms "leads" and "infonnation," In other words, Plaintiff should be ordered to demonstrate what infonnation, if any was withheld from Plaintiff with respect to Defendant ADS, Without these more specific factulll avennents, Plaintiffs allegation of fraud with respect to this malter is legally deficient. Plaintiff next alleges that individual Defendants ~ngaged in unlawful and/or fraudulent conduct in that they "removed and convt:rted assets of [Defendant ADS] to their own use including income, equipment, receivables, customer lists and prospects, and paid personal expenses and obligations out of corporate assets," Complaint' 9(t). It should be noted that Plaintiff has not alleged what assets, if any, of Defendant ADS were allegedly removed and/or converted for the individual Defendants' own use, In addition, Plaintiff has not pled any specifics as to who, what, where, when or which amounts were allegedly "removed" or "converted" from Defendant ADS to fulfill their own personal expenses and obligations, For this reason, paragraph 9(t) of the Complaint should be stricken, In paragraph 10 of his Complaint, Plaintiff contends that he voiced his concerns and objections regarding the alleged conduct of individual Defendants directly to the individual 8 Defendants, but they failed and refused to alter their behavior in any manner whatsoever, Plaintiff has failed to allege what the content of his objections and/or concerns were to individual Defendants, In addition, Plaintiff fails to allege specifically when he made these statements and/or objections to individual Defendants and through what medium these objections were made. Accordingly, this allegation of the Complaint should be stricken, In addition to the paragraphs referenced above, paragraphs 17. 21, 45, 46, 47 and 52 of Plaintiff's Complaint also allege various instances of fraud on behalf of individual Defendants and corporate Defendants, These allegal.ions of fraud, however, refer back to the factual premises set fonh in the introductory paragraphs of the Complaint. For the reasons stated above, these allegations of fraud. too, should be stricken from the Complaint as lacking the requisite specificity pursuant to Pa.R.C,P, 101 9(b) , 9. " . " u B '" a ~ ..... Ul .. " 0 ...:l .. . Ul c loJ ;; p., IIJ C I>- '" "0'" Ul fl. o I:' II: . Z .... ~r: .. 0 ~ ~ .... .. " IIJ .. ~ :r ~ >- z ~ '... '" a '" '" . w . 0 .. "11 a .. .. 11:. C '... 1/1 oJ w ~ > 8 " C .. 0 0 Kl . 0 S loJ >- ~ . " ~ '... lV I'l:l ,,.., .., ~:i", ,.., '1""4 ...~ >- 01 > ~~ m . OJ) . " '" ..c .. Ul Ul ....... ~ a..... 0llQ'j"'1IJ.:'j .. '" !: 'M tV '" W . ~I 1p., .. "'''' '" '''' ~ II; .. '" > " 0 ;; 00 ..... ..c c ..... r 0 p., ~ ~ . III 0- ;; ~U~ ""''''''11 a z '" "- " d 8!~ IIJ ra - 0 ra 0'" .., 8'- Ul ..; W '" OOr,&..njy ..... r. Ul ~ ~ 0 a. ~ z '... f-<.". .... .. C l') 0 u :> .1.1 0.0 Ir-4 U.". ....1 C C 0 1/1 " I ~"l~ .., >"l <.....CQI <M 'M .,.., C'(J.,.., ..J . a. .0 '... .\! N .. 11" i ii a Ul .."'.... ...:l I:: '+.. CJ . z~~ @ IIJ QI .,..f 0 ..... .... Q) IV QI . m.......o-gu :> . ru'l"'f I~...., X '" ~ Q) ~ c Gll. ~ ,.. C1I..o .....Up., .., ~~~~l'I:Jfoool p..~~O .:': ~'.. ~~~l~. ~.~\~~~i~~".. I . . I, ( j JASOIr J. G.KHAN, I IN THI COURT or COKNON 'LIAS Plaintiff I CUKBIRLAKD COUNTY, PllfJflYLVUIA V. I I CIVIL ACTION - LAW JAMIS I. GALLAGRIR, I 'ITIR A. O'SHBA and I NO. 2344 S 1U6 RlLIABLB rOUNDATION WATIR I 'ROOFING AND RBSTORATION, INC. I and AIlIRICAN BASIKBNT SYSTBMS,1 INC., I Defendant. I PLAINTlrF JASON J. GEHMAN'S BRIE' IN OPPOSITION TO DEFBNDANTS' PRBLIMIN~RY OBJBCTIONS 'ROCIDURAL HISTORY AND STATEMBNT OF FACTSI Defendant American Basement Systems, Inc. ("ABS") was formed in early April, 1993. Its primary business activity is basement waterproofing systems. In conjunction with its formation Plaintiff Jason J. Gehman ("Gehman") , Defendant James E, Gallaghar ("Gallagher") and Defendant Peter A. O'Shea ("O'Shea") were each issued 100 shares of common stock. Gehman, Gallagher and O'Shea are the sole shareholders in ABS. At the time of the formation of the ABS, Plaintiff Gehman had extensive experience in the home building and construction industry, he had earned an established reputation and sound credit rating and he was a member of the National Association of Homebuilders and Association of Pennsylvania Builders, all of which were required to establish credentials with the Better Business Bureau, which was essential to the viability of the new business venture, Plaintiff also had the initial additional capital necessary to commence business operations. While Defendanta Gallagher and O'Shea had experience in sales generally, they had only limited experience in the sale of water proofing systems for basements, had no construction buainess experience and had no established reputation or credentials. Defendants Gallagher and O'Shea would not have been able to establish themselves in the business had it not been for the involvement, credentials and monieD of Plaintiff. Shortly after the commencement of business operations, Defendants Gallagher and O'Shea engaged in a courae of unlawful conduct whose purpose and effect was to squeeze Plaintiff out of the business and to enrich and advantage themselves at the expense of Plaintiff individually, and to the detriment of ABS, including, inter Alli, as follows: Defendant:; Gallagher and O'Shea acting in concert with each other coerced Plaintiff Gehman into permitting them to establish Reliable Foundation Water Proofing and Restoration, Inc. ("Reliable"), for the purpose of performing installation services for ABS; they began a pattern of directing more and morE' of the installation work of ABS to Reliable; Gallagher and O'Shea began performing less and less services for ABS while continuing to draw salaries from both ABS, as well as from their own corporation, Reliable; they engaged in a pattern of conduct which Plaintiff believed constituted tax fraud, including taking payment in kind from customers, and diverting funds from ABS, without properly reporting the income on all relevant income tax returns; the individual Defendants directed leads away from 2 Plaintiff and kept from him information essential to the operations of the buainess; and they removed and converted asseta of ABS to their own use including income, equipment, receivables, customer lists and prospacts, and paid personal expenses and obligations out of corporate assets. Plaintiff Gehman voiced his concern and objection regarding their conduct to Gallagher and O'Shea, but they failed and refusad to alter their behavior in any manner whatsoever. As a result, t~e relationship between the individual partl.es continued to deteriorate to the point where Plaintiff could no longer in good conscious continue to work with the individual Defendants and in July of 1994 discussed with them being bought out of the corporation as a shareholder and establishing his own busineas. The individual Defendants agreed and on their representation that they would enter into good faith diacussions for a buy-out of his sharas in the corporation, Plaintiff Gehman resigned his position as an employee of ABS in July, 1994. From July, 1994 to the present, the individual Defendants have failed and refused to enter into negotiations for the purchase of Plaintiff's interest; have diverted income due to ABS to themselves personally; and have diverted monies from ABS to their own corporation Reliable, ostensibly for installation fees, however these fees are grossly inflated and are a means to divert income from ABS. As a result of Defendants Gallagher and O'Shea having directly and/or indirectly used their position with ABS to obtain personal 3 ARGUIIINTI 1. fBJ COURT 8HOULD OVIRRULI DlrINDANT8' DIMURRlR TO COUMT8 t AND 10 or PLAINTlrr'8 COMPLAINT BICAU81 PLAINTIFF BA8 8TATID A CLAIM rOR CIVIL CON8PIRACY AGAIN8T TBI ~VIDUAL DBrINDANT8. In rUling on a demurrer, "a reviewing court must regard a. true all well-pleaded facts and reasonable inferences deducible therefrom." Barbet v. Edelstein, :146 Pa.Super. 488, 490, 499 A,2d 1106, 1107 (1985) (citations omitted). "A demurrer will be sustllined only when it appears, with certainty, that the law permits no recovery under the allegations pleade~, any doubts in the determination should ba resolved by overruling the objection." Judo. v, Allentown and Sacred Heart Hos~, ~, 90 Pa.Cmwlth. 520, 525, 496 A.2d 92, 95 (1985) (citations omitted), "Therefore, if any theory of law will support the claim raised by the petition, a dismissal is improper." cianfrani v, Commonwealth. State EmDlovees' Retirement Board, 505 Pa. 294, 297, 479 A,2d 469, 470 (1984) . Defendants maintain that Plaintiff has failed to state a claim for civil conspiracy because Plaintiff has not alleged a combination of two or more persons. It is, indeed, the general rule in Pennsylvania that a corporation cannot conspire with itself, ThomDson Coal Co. rv. Pilce Coal Co.1, [488 Pa. 198, 213-14,] 412 A.2d [466], 473 [1979], nor with its officers and agents when they act solely for the corporation and not on their own behalf. Johnston v. Balcer, 445 F.2d 424, 426 (3d cir. 1971). However, a corporation can conspire with it. agent. or employees if the agent or employees are acting not for tho corporation, but for personal reasons, and one of the parties to the conspiracy is not an agent or 5 employee of the corporation, Johnston, 445 F.2d at 426- 27. This rule has been read eXDansively to allow a claim for civil consDiracy to co forward where aqents or .mcloyees act outeide of their roles as otticers and emcloyees of the corDoration even in the absence of a coconscirator from outaide of the cor~oration. Sanzone v. Phoenix Technolocies. Inc., No. 89-5397, 1990 WL 50732, at *10-11, 1990 U.S.Dist. LEXlS 4656, at *33 (E.D.Pa,1983) I O'Neill v, ARA Services. lnc" 457 F.Supp, 182, 188 (E.D.Pa. 1978), Doe v. Kohn Nast & Graf. P.C., 862 F.Supp. 1310, 1328 (E,D. Pa. 1994) (emphasis added). Defendants Gallagher and O'Shea were clearly acting outside of their roles as officers of ABS when they harmed Plaintiff and ABS and consequently the requirement that one of the parties to the conspiracy not be an agent or employee of the corporation is not applicable. The individual Defendants' motivation for squeezing Plaintiff out of the business was to enrich and advantage solely themselves at the expenae of ABS, After coarcing Plaintiff into permitting them to establish Reliable, the individual Defendants began directing more and more of the installation work of ABS to Reliable. Complaint,!! 9(e), 9(b). Defendants Gallagher and O'Shea were not acting in their roles as officers of ABS when they diverted funds from ABS and removed and converted assets of ABS to their own use including income, equipment, receivables, customer lists and prospects, Complaint, ! 9(f). Nor were they acting in their roles as officer of ABS when they chose to pay ~ersonal expenses and obligations out of corporate assets, ~. Because Defendants Gallagher and O'Shea were acting outside of their rolea as corporate officers, ABS waG 6 not conRpiring with itself, and plaintiff has properly asserted a claim for civil conspiracy by pleading that "'two or more persons combined or agreed with intent to do an unlawful act or to do an otherwise lawful act by unlawful means.'" Doe v, Kohn Nast , Graf. ~, 862 F,Supp. 1310, 1328 (E.D. Pa. 1994) (citing ThOmpson Coal Co. v. Pike Coal Co., 488 Pa. 198, 412 A.2d 466, 472 (1979)).' 2. THZ COURT SHOULD OVERRULI DBrIHDANTS' MOTION rOR MORB IIIQIrIC PLIADING AND/OR MOTION TO STRIII .ICAUS. PA.R.C.P. lOlllb) IS NOT APPLICABLI WHIRl PLAINTlrr HAS NOT 8TATID A CLAIM rOR rRAUD. While Defendants are correct that Rule 1019 (b) of the Pennsylvania Rules of civil Procedure requires that averments of fraud in a Complaint be averred with particularity, Plaintiff has not stated a claim for fraud against Defendants in his complaint, rather, he has stated claims of accounting and corporate dissolution; appolntment of a custodian, bl'each of fiduciary duty, duty of good faith, loyalty and fair dealing; usurpation of corporate opportunities; conversion; civil conspiracy and unjust enrichment. In support of these claims, Plaintiff has mada many factual averments, including averments of fraud. In determining whether the complaint avers fraud with sufficient apecificity, this Court must look to the complaint as a whole and ascertain whether it adequately 'Plaintiff at t~ia time withdraws Count 14 of his Complaint. By withdrawing his claim for an accounting against Defendant Reliable, Plaintiff by no means submits that the reasons cited by Defendants in aupport of their preliminary Objection to Count 14 arft accurate statements of law or of fact. 7 explains the nature of the claim to the defendants so that they may prepare a defense, and whether it is sufficiently specific to convinca the court that the averments therein are not merely a subterfuge, Martin v. Lancaster Batterv Co.. Inc., 530 Pa. 11, 606 A,2d 444 (1992). However, a plaintiff is not required to plead evidence in his or her complaint, and therefore, need not allege all of the factual details underlying the claim of fraud, 3 Standard PennsYlvania Practice 2d 16: 34, at 514 (1981), Maleski bv Tavlor v. DP Realtv, 653 A.2d 54, 65 (pa. Cmwlth. 1994) (emphasis added), Because Plaintiff has not stated a claim for fraud in his Complaint, Rule 1019(b) is not applicable. Defendants cannot cite isolated paragraphs of Plaintiff's complaint detailing the material facts of the case and on that baais alone assert that Plaintiff has atated a claim for fraud that lacks the requisite sptilcificity, Moreover, Plaintiff's Complaint is sufficiently specific to enable Defendants to respond. "Pennsylvania is a fact-pleading state. Pa.R.C.P. 1019(a), A complaint must not only give the defendant notice of what the plaintiffs' claim is and the grounds upon which it rests, but it must alao formulate the issues by summarizing those fact:!! essential to support the claim." AlDha Tau Om.aa Fraternity v. University of PennsYlvania, 318 Pa,Super. 293, 298, 464 A.2d 1349, 1352 (1983) (citations omitted). Nevorthaless, "[i]t is sufficient to identify time in a manner which leaves no uncertainty as to what is intended, even though there is no exaot precision." Goodrich Amram 2d U019(f):2. Plaintiff in paragraphs 9 and 10 of the Complaint has 8 sununarhed the facts essential to support his claims aqainst Defendants. In Paragraph 9 of tha Complaint Plaintiff described the actions Defendants Gallaqher and O'Shea enqaqed in since shortly after the commencement of business operations which harmed Plaintiff and ABS. These actions includod coercinq Plaintiff into permittinq them to establish a separate corporation, Reliable, to perform installation services for ABS: directinq more and more of the installation work of ABS to Reliable, perfornling less and less services for ABS while continuing to draw salaries from both ABS as well as their own corporation Reliable; engaging in a pattern of conduct which Plaintiff believed constituted tax fraud, includinq takinq payment in kind from customers, and diverting funds from ABS, without properly reporting the income on all relevant income tax returns, directing leads away from Plaintiff and keeping from him information essential to the operations of the busin.ss, and removinq and converting assets of ABS to their own use includinq income, equipment, receivables, customer lists and prospects, and paying personal expenses and obligations out of corporate assets. Furthermore, in paragraph 10 Plaintiff described the actions he took to remedy the situation and the individual Defendants' response. Consequently, because Pla intiff has clearly assertecJ facts sufficient to support his claims, no further information is needed for Defendants to fully respond to Plaintiff's Complaint. 9 JASOII J. GEKHAII, I IN THE COURT or COHMOII PLEA. Plaintiff I CUMBERLAND COUNTY, PE"SYLVAKIA v. I I CIVIL ACTION - LAW JAJlB8 E. GALLAGSIR, . PETER A. O'SHEA and I NO. 2344 S 19'" RELIABLE rOUNDATION WATER . PROOrING AND RIISTORATION, INC. I and AIUlRICAH BASEKENT SYSTEMS,. IlfC. , . Defendant. I PLAINTIpr JASON J. GEKMAN'S BRIE' I~ OPPOSITION TO DI'ENDANTS' PReLIMINARY OBJECTIONS PROCEDURAL HISTORY AND STATIMENT 01' PACTSr Defendant American Basement systems, Inc. ("ABS") was for.med in early April, 1993. Its primary business activity is basement waterproofing systems. III conjunction with its formation Plaintiff Jason J. Gehman ("Gehman"), Oefendant James E. Gallaqher ("Gallaqher") and Defendant Peter A. O'Shea ("O'Shea") were each issued 100 shares of common stock. Gehman, Gallagher and O'Shea are the sole shareholders in ABS. At the time of the formation of the ABS, Plaintiff Gehman had extensive experience in the home buildinq and construction industry, he had earned an established reputation and sound credit ratinq and he was a member of the National Association of Homebuilders and Association of Pennsylvania Builders, all of which were required to establish credentials with the Better Businell. Bureau, which was essential to the viability of the new business venture. Plaintiff also had the initial additional capital necessary to commence business operations. While Defendants Gallagher and O'Shea had experience in sales generally, they had only limited experience in the sale of water proofing systems for basements, had no construction business experience and had no established reputation or credentials. Defendants Gallaqher and O'Shea would not have been able to establish themselves in the business had it not beel~ for the involvement, credentials and monies of Plaintiff. Shortly after the commencement ut business operations, Defendants Gallagher and O'Shea engaged in a course of unlawful conduct whose purpose and effect was to squeeze Plaintiff out of the business and to enrich and advantage theMselves at the expense of Plaintitf individually, and to tho detriment of ABS, inclUding, inter AliA, as follows: Defendants Gallagher and O'Shea acting in concert with each other coerced Plaintiff Gehman into permittinq them to establish Reliable Foundation Water proofing and Restoration, Inc. ("Reliable"), for the purpose of pertorminq installation services for ABS, they began a pattern of directinq more and more of the installation work ot ABS to Reliable, Gallagher and O'Shea began performing less and less services for ABS while continuing to draw salaries from both ABS, as well as from their own corporation, Reliable, they enqaged in a pattern of conduct which Plaintiff believed constituted tax fraud, includinq taking payment in kind from customers, and divertinq funds from ABS, without properly reporting the income on all relevant income tax returns, the individual Defendants directed leads away from 2 Plaintiff and kept from him information essential to the operations of the business, and they removed and converted assets of ABa to their own use including income, equipment, receivables, customer lists and prospects, and paid personal expenses and obliqations out of corporate assets. Plaintiff Gehman voiced his concern and objection reqardinq their conduct to Gallagher and O'Shea, but they failed and refused to alter their behavior in any manner whatsoever. As a result, the relationship between the individual parties continued to deteriorate to the point where Plaintiff could no longer in good conscious continue to work with the individual Defendants and in July of 1994 discussed with them being bouqht out of the corporation BS a shareholder and establishinq his own business. The individual Defendants agreed and on their representation that they would enter into good faith discussions for a buy-out of his shares in the corporation, Plaintiff Gehman resigned his position as an employee of ABS in July, 1994. From July, 1994 to the present, the individual Defendants have failed and refused to enter into negotiations for the purchase of Plaintiff's interest; have diverted income due to ABS to themselves personally; and have liiverted monies from ABS to their own corporation Reliable, ostensiLly for installation fees, however these fees are grossly inflated and are a means to divert income from ABS. As a result of Defendants Gallaqher and 0' Shea havinq directly and/or indirectly used their position with ABS to obtain personal 3 ARGUHBNTl 1. TRE COURT SHOULD OVERRULE DErINDANTS' DEMURRER TO COUNTS . AHQ 10 or PLAINTIrr's COMPLAINT BICAUSE PLAINTIr. BAa alATED A CLAIM rOR CIVIL CONSPIRACY AGAINST TR. INDIVIDUAL DErENDANTS. In rulinq on a demurrer, "a reviewing court must reqard as true all well-pleaded facts and reasonable inferences deducible therefrom." Barbet v. Edelstein, 346 Pa.Super. 488, 490, 499 A.2d 1106, 1107 (1985) (citations omitted). "A demurrer will be sustained only when it appears, with certainty, that the law permits no recovery under the alleg~tions pleaded, any doubts in the determination should be resolved by overruling the objection." Judoe v. Allentown and Sacred Heart HOSD. ctr., 90 Pa.cmwlth. 520, 525, 496 A.2d 92, 95 (1985) (citations omitted). "Therefore, if any theory of law will support the claim raised by the petition, a dismissal is improper." cianfrani v. Commonwealth. State Emnlovees' Retirement Board, 505 Pa. 294, 297, 479 A.2d 469, 470 (1984). Defendants maintain that Plaintiff has failed to state a claim for civil conspiracy because Plaintiff has not alleqed a combination of two or more persons. It is, indeed, the general rule in Pennsylvania that a corporation cannot conspire with itself, ~omDson CQAl Co. rv. pike Coal Co.1, [488 Pa. 198, 213-14,] 412 A.2d [466), 473 [1979), nor with its officers and aqents wh~n they act solely for the corporation and not on their own behalf. Johnston v. Baker, 445 F.2d 424, 426 (3d Cir. 1971). However, a corporation can conspire with its agents or employees if the agent or employees are actinq not for the corporation, but for personal reasons, and one of the parties to the conspiracy is not an aqent or 5 employee of the corporation. ~ohnston, 445 F.2d at 426- 27. This rule has been rea~ exoansivelv to allow 11 ctaim for civil consoiracv to gO forward where agents or 81'Qnlovees !lct: outside ot their roles as officers and emDlovees of the corDoration even in the absence of a coconsDirator frOM outside of the cO:t'ooration. Sanzone ~hoenix Technologies. Inc., No. 89-5397, 1990 WL 50732, at *10-11, 1990 U.s.Dist. LEXIS 4656, at *33 (E.D.Pa.1983) 1 O'Neill v. ARA Services. Inc., 457 F.SUpp. 182, 188 (E.D.Pa. 1978). Doe v. Kohn Nast & Graf. P.C., 862 F.Supp. 1310, 1328 (E.D. Pa. 1994) (emphasis added). Defendants Gallagher and 0' Shea were clearly acting outside of their roles as officers of ABS when they harmed Plaintiff and ABS and consequently the requirement that one of the parties to the conspiracy not be an agent or employee of the corporation is not applicable. The individual Defendants' motivation for squeezing Plaintiff out of the business was to enriCh and advantage solely themselves at the expense of ABS. After coercing Plaintiff into permitting them to establish Reliable, the individual Defendants began directing more and more of the installation work of ABS to Reliable. Complaint,!! 9(a), 9 (b) . Defendants Gallagher and O'Shea were not acting in their roles as officers of ABS when they diverted funds from ABS and removed and converted assets of ABS to their own use including income, equipment, receivables, customer lists and prospects. Complaint, '9(f). Nor were they acting in their roles as officer of ABS when they chose to pay pCllrsonal expenses and obligations out of corporate assets. ~. Because Oefendants Gallagher and O'Shea were actinq outside of their roles as corporate officers, ABa was 6 not conspiring with itsolf, and Plaintiff has properly asserted a claim for civil conspiracy by pleading that lI'two or more persons combined or agreed with intent to do an unlawful act or to do an otherwise lawful act by unlawful means.'" Doe v. l{ohn Nast & Graf. ~, 862 F.SUPP. 1310, 1328 (E.D. fa. 1994) (citing Thompson Coal Co. v. Pike Coal Co., 488 Pa. 198, 412 A.2d 466, 472 (1979)).' 2 . THE COUR'J' SHOULD OVIlRRULB DII'BHDAHTS' MOTIOIf rOR MOD SPBClrIC PLEADING AND/OR MOTION TO STRIKE BECAU.B PA.R.C.P. lOlllb) IS NOT APPLICABLB WHIRE PLAINTI,r BAS NOT STATID A CLAIM rOR rRAUD. While Defendants are correct that Rule 1019(b) of the Pennsylvania Rules of Civil Procedure requires that averments of fraud in a Complaint be averred with particularity, Plaintiff has not stated a claim for fraud against Defendants in his Complaint, rather, he has stated claims of accountinq and corporate dissolution, appointment of a custodian, breach of fiduciary duty, duty of qood faith, loyalty and fair dealing: usurpation of corporate opportunities: conversion: civil conspiracy and unjust enrichment. In support of these claims, Plaintiff has made many factual averm~nts, including averments of fraud. In determining whether the complaint avers fraud with sufficient specificity, this Court must look to the complaint as a whole and ascertain whether it ad~quately 'Plaintiff at this time withdraws Count 14 of his complaint. By withdrawing ;~is claim for an accounting against Defendant Reliable, Plaintiff by no means submits that the reasons cited by Defendants in support of their Preliminary Objection to Count 14 are accurate statements of law or of fact. 7 explains the nature of the claim t~ the defendants so that they may prepare a defense, and whether it is sufficiently specific to convince the court that the averments therein are not merely a subterfuge. MartinJU.. Lancaster Batterv Co.. Inc., 530 Pa. 11, 606 A.2d 444 (1992). However, a plaintiff is not required to plead evidence in his or her complaint, and therefore, need not allege all of the factual details underlying the claim of fraud. 3 Standard PennsYlvania Practice 2d 16:34, at 514 (1981) . Maleski bv Tavlor v. DPJRealtv, 653 A.2d 54, 65 (pa. Cmwlth. 1994) (emphasis added). Because Plaintiff has not stated a claim for fraud in his Complaint, Rule 1019(b) is not applicable. Defendants cannot cite isolated paragraphs of Plaintiff's Complaint detailin9 the material facts of the case and on that basis alone assert that Plaintiff has stated a claim for fraud that lacks the requisite specificity. Moreover, Plaintiff's Complaint is sufficiently specific to enable Defendants to respond. "Pennsylvania is a fact-pleadinq state. Pa.R.C.P. 1019(a). A complaint must not only give the defendant notice of what the plaintiffs' claim is and the qrounds upon Which it rests, but it must also formulate the issues by summarizing those facts essential to support the claim. II A1Dha Tau Omeaa Fraternitv v. University of PennsvlvaniA, 318 pa.Super. 293, 298, 464 A.2d 1349, 1352 (1983) (citations omitted). Nevertheless, "[i]t is sufficient to identify time in a manner Which leavos no uncertainty as to what is intended, even though there is no exact precision. II Goodrich Amram ~d H019(f):2. Plaintiff in Paragraphs 9 and 10 of the Complaint has 8 summarized the facts essential to support his claims aqainst Defendants. In Paraqraph 9 of the Complaint Plaintiff described the actions Defendants Gallaqher and O'Shea engaqed in since shortly after the commencement of business operations which harmed Plaintiff and ABS. These actions included coercing Plaintiff into permitting them to establish a separate corporation, Reliable, to perform installation services for ABS, directing more and more of the installation work of ABS to Reliable; performing less and less services for ABS while continuing to draw salaries from both ABa as well as their own corporation Reliable; engaginq in a pattern of conduct which Plaintiff believed constituted tax fraud, includinq takinq payment in kind from customers, and diverting funds from ABS, without properly reporting the income on all relevant income tax returns; directing leads away from Plaintiff and keepinq from him information essential to the operations of the business; and removing and converting assets of ABS to their own use includinq income, equipment, receivables, customer lists and prospects, and paying personal expenses and obligations out of corporate asset.. Furthermore, in Paragraph 10 Plaintiff described the actions he took to remedy the situation and the individual Defendants' response. Consequently, because Plaintiff has clearly asserted facts sufficient to support his claims, no further information is needed for Defendants to fully respond to Plaintiff's Complaint. 9 Here, individual defendallts at all times were acting on behalf of the corporation, Defendant ADS. Plaintiff himself even agreed to the formation of Defendant Reliable by the individual Defendants, and knew of its stated purpose. Notwithstanding this, the complaint does not allege that the individual Defendants, both officers and/or employees of Defendant ABS, conspired with someone outside of ABS, an element necessary for the formation of a conspiracy in this sening. As such, Plaintifrs counts for civil compiracy are legally insufficient and Defendanlli' demurrer to the same should be sustained. 2. Accountlna of Reliable Count 14 of Plaintifrs complaint requests the Court to grant an accounting of Defendant Reliable. Specifically, Plaintiff asks for an accounting of all Defendant Reliable's assets and liabilities, including transfers from Defendant ADS to Defendant Reliable. As a basis for his request, Plaintiff believes and therefore avers that the corporate assets of Defendant ADS are being "misapplied and/or wasted or illegally used by Defendant Reliable." Complaint 1 S3. An accounting of Defendant Reliable is both improper and uMecessary. As a factual maner, the cost to Defendant Reliable, or any other subcontractor, in performing services for or on behalf of Defendant ABS is hardly relevant to the issue of the fairness of any transactions with Defendant AD:;. The market price of services of similar quality is more relevant to this determination. Given the fact that Plaintiff has set up a business in direct competition with Defendant ABS, it seems reasonable to assume that Plaintiff would be in the best position to be aware of the costs of similar services. S Plaintiffs Complaint are insufficient, as Pa.R,C.P. 1019(b) requires averments of fraud or mistake to be averred with panicularity. ~ Sevin v. Kelshaw, 411 Pa. Super. 1,611 A.2d 1232 (1992). Pennsylvania is a fact-pleading stale, and thus the Complaint must not only give Defendants notice of what Plaintiffs claim is and grounds upon which it rests, but it also must fonnulate issues by summarizing those faclS essential to support the claim. Alpha Tau Omella FraternilV v, UniversilV of Pennsvlvania, 318 Pa. Super. 293, 464 A.2d 1349 (1983). With respect to allegations of fraud, Pa,R.C.P. 1019(b) provides that charges offraud must be averred with particularity and, as such, is one of the expresses bases for a motion for specificity with its object being to dispel the alluring generality of the tenn "fraud" when it appears without basic factual allegations. Location No. 163 IntI. Union of United Brewerv. Flower. Cereal. Softdrink and Distillerv Workers of America v. Watkins, 417 Pa. 120, 207 A.2d 776 (1965). Allegations of fraud must also consist of more than mere legal conclusions. Bash v, Bell TeleDhone Company of Pepnsvlvania, 411 Pa. Super. 347, 601 A.2d 825 (1992). Paragraph 9(d) of the Complaint alleges a panern of conduct constituting tax fraud including taking payment in kind from customers and diverting funds and not properly reporting income on relevant income tax returns. Complamt, 1 9(d). This allegation is factually insufficient in that it does not explain what is meant by "taking payment in kind from customers and diverting funds from [Defendant) ABS . . . ." hi, Not only is the allegation unclear, but 7 Plaintiff should be required to specifically plead dates, times, places, amounts and individuals to whom he is referring. Plaintiff avers further that the individual Defendants directed leads away from the Plaintiff and kept him from information essential to the operation of the business [Defendant ABS). Complaint 19(e). Again, Plaintiff should be made to plead specifics as to who, where, when and what is being referred to, and what Is meant by the tenns 'leads' and 'information.' In other words, Plaintiff should be ordered to demonstrate whatlnfonnation, If any was withheld from Plaintiff with respect to Defendant ABS. Withoutlhese more specific factual averments, Plaintiffs allegation of fraud with respect to this mailer is lellally deficient. Plaintiff next alleges that individual Defendants engaged in unlawf\JI and/or fraudulent conduct in that they "removed and converted assets of (Defendant ABSI to their own use including income, equipment, receivables, customer lists and prospects, and paid personal expenses and obligations out of corporate assets." Complainl' 9(1). It should be noted thaI Plaintiff has not alleged what assets, if any, of Defendanl ABS were allegedly removed and/or converted for tlle individual Defendants' own use. In addition, Plaintiff has not pled any specifics as to who, what, where, when or which amounts were allegedly "removed' or "converted' from Defendant ABS to fulfill their own personal expenses and obligations. For this reason, paragraph 9(t) of the Complaint should be stricken. In paragraph 10 of his Complaint, Plaintiff contends that he voiced his concerns and objections regarding the alleged conduct of individual Defendants directly to the individual 8 JUO. J. G.BIIU, Plaintiff I. TH. COURT or COMMO. PLaA8 CUIUlDLUD COUIITY, P....YLVAIIIA v. CIVIL ACTIO. - LAW NO. 8 lU' JAIUl8 .. GALLAGH.R, P.TIR A. 0'8HIA and ..LIlILB rOUHDATIO. WAT.. p.OOrIMa AKD ..STORATION, INC. and AHIIlICAH BUU.NT 8Y8TINS, I.C., Defeudants NOTICIA Le han demandado a usted en la corte. si usted guiere defenderse de estas demundas expuestas en las paginas siguienteB, usted tiene viente (20) dias de plazo al partir de 1ft fecha de la demanda y la notificacion. Ueted debe pre.entar una apariencia e.crita 0 en persona 0 por ab09ado y archivar on la corte en forma escrita sus defensas 0 sus oblecioneB a laB demandas en contra de su persona. Sea avisado que s usted no se defiende, la sin previo aviso 0 notificacion y por cualquier queja 0 alivio que es pedido en la petie ion de demanda. Usted puede perder dinero 0 sus propiedades 0 otros derechoe importantee para usted. LLEVE ES'rA DEMANDA A UN ABODAGO IMMEDIATAMENTE. 51 NO TIENE ABOGADO 0 SI NO TIENE EL DINERO SUFICIENTE DE PAGAR TAL SERVICIO, VAYA EN PERSONA 0 LLAME POR TEI,EFONO A LA OFICINA CUYA DIRECCION SE ENCUENTRA ESCRITA ABAJO PARA AVERICUAR DONDE SE PUEDE CONSEGUIR ASSISTENCIA LEGAL. DAUPHIN COUNTY LAWYER REFERRAL SERVICE 213 North Front street Harr1sburq, PA 17101 (717) 232-7536 P1\l.Dl11.1r1l1A7II01IDCANIA1IIIIl.M...V.ICOMftAIIl.... 2 JUOII J. GalUlU, Plaintiff III THa COURT or COKKOII PLEU CUIUlIRLAHD COVIITY, p.....nLVUU Y. CIVIL ACTIOII - LAW 110. . 1'" '/(,.- .:J1'/'f &~"fj-- JAMI8 .. GALLAGHER, PITIR A. 0'8HEA, AHIRICAIr BA8IXIKT 8Y8TIXS, I.C., aDd aaLIABL. rOUHDlrIOII WATER paOOrIIIQ AID .ISTORATIOII, IIIC. Defendants ~PLllINT AND NOW comes the Plaintiff, Jason J. Gehman, by his attorneys, Milspaw " Beshore, and demands relief against the Defendants James E. Gallagher, Peter A. O'Shea, American Basement systems, Inc., and Reliable Foundation Water Proofinq, Inc., upon the followi.ng grounds: PARTIIIS 1. Plaintiff Jason J. Gehman is an adult individual with a residence address of 90 Holman Drive, Duncannon, Perry County, Pennsylvania. 2. Defendant James E. Gallagher is an adult individual with an address of 110 Andersontown Road, Mechanicsburq, Cumberland County, Pennsylvania. 3. Defendant Peter A. O'Shea is an adult individual with an address of 110 Andersontown Road, Mechanicsburq, Cumberland County, Pennsylvania. ':ILllN\UfIOA nOI!llMANlAMP.l.BAS.SYSlCOMPIAIH.PIH 3 , 4. Defendant Amsrican Basement systems, Inc. ("ABS") ia a business corporation orqan!zed and exiating under the laws of Pennsylvania with ite principal place of business at 75 Utley Drive, camp Hill, Cumberland county, pennsylvania 17011. 5. Defendant Reliable Foundation Water Proofinq and Restoration, Inc. ("Reliable") is a Penneylvania corporation duly existing under the laws of the Commonwealth of Pennsylvania with its principal place of business at 75 Utley Drive, camp Hill, Cumberland county, pennsylvania 17011. 6., All the issued and outstandinq shares of ABS are owned by Plaintiff and the individual Defendants, each owinq 100 shares of common stock. The corporation was formed and the shares issued in early April, 1993, and its primary business activity is basement waterproofing systems. 7. At the time of the formation of the ABS, Plaintiff Gehman had extensive explllrience in the home building and construction industry, had earned an established reputation and sound credit rating, was a member of the National Association of Homebuilder. and Association of Pennsylvania Builders. All of the foreqoinq were required to establish credentials with the Better Business Bureau essential to the viability of the new business venture. Plaintiff also had the initial additional capital necessary to commence business operations. 8. The individual Defendants had expecience in sales P:\LIlaI\UfKL\ rnOBHNANIAMBIl-IIAS.SYSlCOMPtAIN. PIN 4 qenerally but only: limited sxperien~e in the s..les of wabr proofinq systems for basements, had no construction busine.s experience, had no established reputation or credentials, and would have been unable to establish them.elves in the business had it not been for the invQlvement, credentials and monies of Plaintiff. 9. Shortly after the commencement of business operations, Defendants 0' Shea and Gallagher enqaged in a course of unhwful conduct whose purpose and affect was to squeeze Plaintiff out of the business and to enrich and advantage themselves at the expense of Plaintiff individually, and to the detriment of ABS, includinq, inter AliA, as follows: a. The individual Defendants acting in concert with each other coerced Plaintiff Gehman into permittinq them to establish a separate corporatioll, Reliable, for the purpose of per.forminq installation services for ABS. b. The individual Defendants then beqan a pattern of directing more and more of the installation work of ABS to Raliable. c. The individual Defendants began performinq less and less services for ABS while continuinq to draw salaries from both ABS as well as their own corporation Rsliable. Reliable has as its only two shareholders the individual Defendants. d. The individual Defendants enqaged in a pattern P:IUlIol\LITIOA1'11OI!HMANlAMEI-IlIlI.IYSICOMPLAIN. fIN 5 of conduct which Plaintiff believed constituted tax . ftaud, includinq taking payment in kind from cu.tomers, and divertinq funds from ABS, without properly reporting the income on all relevant income tax returns. e. The individual Defendant. directed leads away from Plaintiff and kept him from information es.ential to the operations of the busine.s. f. The individual Defendant. removed and conv..rted assets of ABS to their own use including income, equipment, receivables, customer lists and prospect., and have paid personal expenses and obliqations out of corporate asset.. 10. The Plaintiff voiced his concern and objection regarding the Defendants' conduct to the individual Defendants but they failed and refused to alter their behavior in any manner whatsoever. 11. The relationship between the individual parties continued to deteriorate to the point where Plaintiff could no longer in good conscious continue to work with the individual Defendants and in July of 1994, discussed with the individual Defendants being bought out of the corporation as a shareholder and establishing his own business, to which the individual Defendants agreed. 12. In July 1994, Plaintiff Gehman resigned his position as an employee of ABS, on the representation from the individual Defe~eants that they would enter into good faith discussions for a P:\LEMlLrrJOA TMIlIIMAIMMI!R-BAUVS\COMPIAIN .PIN 6 buy-~t ot'his shares in the corporation;' , 13. ,From July 1994 to the present, the individual Defendant. have failed and refused to enter into neqotiations for the purchase of Plaintiff's interest; have diverted income due to ABS to themselves personally have diverted monies from ABS to their own corporation Reliable, ostensibly for installation fees but which fees are qrossly inflated and thus serves to divert income from ABS. 14. Gallagher and O'Shea have promoted their personal interest over the interests of ABS. 15. Gallagher and O'Shea have directly and/or indirectly ussd their position with ABS to obtain personal profit and qain unjust enrichment. COUNT 1 GBHHAH v. ANERICAN BASBKINT 8Y8TZMS. INC. ACCOUNTING AND CORPORATE DISSOLUTION 16. The averments contained in the preceding paragraphs are incorporated herein by reference as if set forth again in full. 17. The acts ?f the individual Defendants in control of Defendant American Basement Systems, Inc. are illegal, oppressive, and/or fraudulent and it is beneficial to the interests of the shareholders that the corporation be wound up and dissolved. 18. It is believed and therefore averred that the norporate assets are beinq misapplied or wasted and it is beneficial to the ':\IJlM\LrrIOA TJlOEIfNAN\AMI!II.BAS.SYSICOMPL/lIll.PIN 7 cHssolved. WHEREFORE, Plaintiff Jaeon J. Gehman respectfully requellte this 1I0norable Court to enter an Order requirinq an i_ediate accounting of all assets, liabilities and transfers of Defendant American Basement Systems, Inc., appoiuting a liquidating receiver for Defendant American Basement Systems, Inc., I~c., and providing for the dissolution and winding up of corporate affairs and subsequent distribution of the proceeds of its remaininq assets to the shareholders as this Court shall deem just and equitable under the circumstances. COUNT 2 GEHHAH v. AHIlRICAH BA8IlN.NT 8Y8TZM8. INC. APPOINTMINT or A CU8TODI~ 19. The averments contained in the precedinq paragraphs are incorporated herein by reference as if set forth aqain in full. 20. Defendant American Basement Systems, Inc. is a closely held corporation. 21. The directors other than Plaintiff or those in control of Defendant Am6rican Basement systems, Inc. have acted illeqally, oppressively, and/or fraudulently toward Jason J. Gehman, who is a minority shareholder in his capacity as owner of one-third of the outstanding shares of stock and so acted toward him in his former capacity as officer and employee of Defendant American Basement P:lLU4lLmOAttlOIlllMAN\AMIIa-IAI.IYI'.COMPLAIN .PIN 8 systems, tnc.. WHEREFORE, Plaintiff Jason J. Gehman respectfully requests thie Honorable Court to enter an Order appointin~ a cus~odian pursuant to 15 Pa.C.S. 517.7 who shall continue the busine.s ot the corporation for the benetit of all shareholders as directed and approved by this Court. COUNT 3 BREACH or rIDUCIARY DUTY. DUTY or GOOD rAITH. LOYALITY snd rAta DBALING GZKMAH V. OALLAGHIR 22. The averments contained in the preceding paragraphs are incorporated herein by reference as if set forth again in tull. 23. The unlawful acts of Gallagher and O'Shea constitute a breach of their fiduciary duties and their duties ot good taith, loyality and fair dealing toward Gehman and ABS. 24. Gallagher and O'Shea's unlawful conduct constitutes a failure to exercise the reasonable care, skill and diligence that persons ot ordinary prudence in their position would use with respect to the interests in business of ABS. 25. As a result of the violation of their dutieo aforesaid, Gehman has suffered and will continue to sutter damaqes, losses and irreparable harm as set forth above and as yet to be discovered. WHEREFORE, Plaintiff Jason J. Gehman requellts that judqrnent be entered in his favor in the amount in excess of Twenty Thousand P:ILI!M\LmOA nOIlHJoCAN\AIdP".""S.SYSlCOMP\.AII'I.FIN 9 ($20,000.00) Dollars plus interest, costs, reasonable attorneys fses and such other remedies as this Court deems just. comrr c BRBACB or PIDUCIARY DUTY. DUTY or GOOD .Al~H. LOYALITY an4 ..1. D.ALIHd OBHMAH v. O'SBEA 26. The averments contained in the preceding paraqraphs are incorporated herein by reference as if set forth again in full. WHEREFORE, Plaintiff Jason J. Gehman requests that judqment be entered in his favor in the amount in excess of Twenty Thousand ($20,000.00) Dollars plus interest, costs, reasonable attorneys fees and such other remedies as this Court deems just. COUNT 5 USURPATION or CORPORATB OPPORTUHITI" GIHMAH v. GALLLAGRIR 27. The averments contained in the preceding paragraphs are incorporated herein by reference as if set forth again in full. 28. Gallagher and O'Shea have failed to devote themselves to the corporate affairs of ABS with a view to promoting common interest. 29. Gallagher and O'Shea's self dealinq and diversion of business to their own account or the account of Reliable and or other individuals or entities constitutes an unlawful usurpation of corporate opportunity. 30. The corporate opportunities diverted by Gallaqher and O'Shea comes within the scope of corporate activities conducted by ABS. P:\UlNILI'l1OA TMIlllMANlAMBIl-8AUYSlt"OMPLAIN.FIN 10 31. At all relevant times her.to, ABS was capabl. of taking and exploitin9 the corporate opportunities unlawfully usurped by Gallagher and O'Shea. 32. As a result of tho usurpation of corporate opportunities aforesaid, Gallagher and O'Shea have been unjustly enriched and GehmAn has suffered and will continue to suffer damages, loss.s and irreparable harm as set forth above and as yet to be discovered. WHEREFORE, Plaintiff Jason J. Gehman requests that judgment be entered in his favor in the amount in excess of Twenty Thousand ($20,000.00) Dollars plus interest, costs, reasonable attorneys fees and such other remedies as this Court deems just. COUNT . U8URPATION or CORPORAT. OPPORTUHITIB8 GBHMAH Y. O'8HKA 33. The averments contained in the preceding paragraphs are incorporated herein by reference as if set forth again in full. WHEREFORE, Plaintiff Jason J. Gehman requests that judgment be entered in his favor in the amount in excess of Twenty Thousand ($20,000.00) Dollars plus interest, costs, reasonable attorneys fees and such other remedie~ as this Court deems just. COUNT i' CONVBR8ION GBHHAN v. GALLAGalR 34. The averments contained in the preceding paraqraphs are incorporated herein by reference as if set forth aqain in full. P:\LIlIN.II'IOAT~(JIlIIMAN\AIoOlI.IIA.,SY.\COMPlAIN,PIN 11 3~. Gallaqher and O'Shea have willfully int.rfered without leqaljustification with ABS/. dominion and control over its prop.rty. 36. Gallaqher and O'Shea have unlawfully converted corporate property for their own u.e and deprived ABS of its us. and possession. 37. As a result of Gallagher and O'Shea's conduct in converting its property, ABS has .uffered and will continue to suffer damages, lo.ses and irreparable harm. 38. A. a result of the conversion afore.aid, Gehman has suffered and will continue to suffer damages, lo.s.s and irreparable as an equal shareholder with Gallagher and O'Shea. WHEREFORE, Plaintiff Jason J. Gehman requests that judgment be entered in his favor in the amount in excess of TWenty Thou.and ($20,000.00) Dollars plus intere.t, co.ts, rea.onable attorneys fees and such other remedies as this Court deems just. COUNT . CONVIlRSION GEHMAN v. O'SHIlA 39. The averments contained in the preceding paragraphs are incorporated herein by reference as if set forth again in full. WHEREFORE, plaintiff Jason J. Gehman request. that judgment be entered in his favor in the amount in excess of Twenty Thousand ($20,000.00) Dollars plus intereet, CORte, reasonable attorn.ys fees and such other remedies as this Court deems just. P:\Ll!IoIIuno^T~OEllMANlAMP.R.8A9 ,9Y9\COMPLAIN ,PIN 12 COUHT . CIVIL COM.PIRACY a.vu.u v. a.LLAGH.. 40. The averments contained in the precedinq paraqraphs are incorporated herein by reference as if set forth again in full. 41. The actions of Gallagher and O'Shea in concert with each other constitute and unlawful conspiracy desiqned and intended to injure Gehman. 42. As a result of the conspiracy and acts in furtherance thereof of Gallaqher and 0' Shea, Gehmann has suffered and will continue to suffer damages, losses and irreparable harm as set forth above and as yet to be cJiscovered. WHEREFORE, Plaintiff Jason J. Gehman requests that judqment be entered in his favor in the amount in excess of Twenty Thousand ($20,000.00) Dollars plus interest, costs, reasonable attorneys fees and such other remedies as this Court deems jUGt. COUNT 10 CIVIL CONSPIRACY GIHMAH v. 0'8HIA 43. The averments contained in the precedinq paragraphs are incorporated herein by reference as if set forth aqain in full. WHEREFORE, Plaintiff Jason J. Gehman requests that judqment be sntered in his favor in the amount in excess of Twenty Thousand ($20,000.00) Dollars plus interest, costs, reasonable attorneys fees and such other remedies as this Court deems just. P:IUMlurIOAT1IOIlHMANlAMJJa-BAS,SYSlCOMPl-'IN, PIN 13 aomrr 11 d..xAII V. daLLAGR.. UIIJU8T IDIClHMINT 44. The averments contained in the preoedinq paraqraphs are incorporated herein by reference as if oet forth aqain in full. 45. Defendants O'Shea, Gallagher and Reliable have received and knowinqly retained the financial benefits conferred by thll illegal, oppressive, and/or fraudulent conduct aforesaid. 46. The benefits received and retained by Defendants O'Shea, Gallagher and Reliable as a result of the illeqal, oppr.essive, and/or fraudulent conduct aforesaid have been far in excess of the compensation, benefits and distributions made to Plaintiff in his relationship with Defendant American Basement Systems, Inc.. 47. Defendants have been unjustly enriched as a result of the illeqal, oppressive and/or fraudulent acts aforesaid, to the detriment of Plaintiff. 48. If relief sought is not granted, resultinq injustice will occur. WHEREFORE, Plaintiff Jason J. Gehman requests that judqment be entered in his favor in the amount in excess of Twenty Thousand ($20,000.00) Dollars plus interest, costs, reasonable attorneys fees and such other remedies as this Court deems just. P:I1.UIILmOATJIOIllMANlAIoIIla.......Y.ICOMPlAIN.,.. 14 ~J1 a.HKaM V. 0'1..& UNJU8T INRICJOgD 49. The averments contained in the precedinq paraqraphs are incorporated herein by reference as if set forth aqain in full. WHEREFORE, Plaintiff Jason :1. Gehman requests that judgment b.. entered in his favor in the amount in excess of Twenty Thousand ($20,,000.00) Dollars plus interest, costs, reasonable attorneys fees and such other remedies as this Court deems just. COOlfT U GEHMAN V. RELIABLI rOUHDATION WATIR PROOrIHG AND RISTORATIOH. INC. UNJUST ENRICHMENT 50. The averments contained in the precedinq paraqraphs are incorporated herein by reference as if set forth aqain in full. WHEREFORE, Plaintiff Jason J. Gehman request. that judgment be entered in his favor in the amount in excess of Twenty Thousand ($20,000.00) Dollars plus interest, costs, reasonabls attorneys fee. and such other remedies as this Court deems just. COUNT 14 GIHMAN V. RILIABLI rOUHDATION WATIR PRoorINO AND RI8TORATION INC. A9COUNTIHG 51. The averments contained in the precedinq paragraphs ars incorporated herein by reference as if set f~rth again in full. 52. The' acts of Defendant Reliable and those in control thereof inclUding the ,individual Defendants were illeqal, oppressive and/or fraudulent. ':\U!M\UI1OATIIOI!llMAlllAMEIl.IlAI,IYIICOMPLAIN,PIN 15 c; e. , , " r- ~ ' , i' '.1") -0 '0 i ...:; ~ L\JI ,:) '. ~ " (. ). ' ; C' ' , -J ". \.... 'oj '" C! ,~~.) " ~ ~ ~ l.!- li,'''' " ! "i_I ..:J <:l .. '~ ........ -, , 'J .. " " , (\-{ 'ii' , , 'Y.. '~ J, ) ~~ --- V , , I I I .r 'f I I " " , J " , , , .... v, ~ co ">- .-- <C 'i~ o' r .:I j ~ ::r: Cl... )1 ~ r- '. 'J ~ ~ \~fe ~ ~ ~ .' , JASON J. GEHMAN Plaintiff IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA v. JAMES E. GALLAGHER, PETER A. O'SHEA and RELIABLE FOUNDATION WATER PROOFING AND RESTORATION, INC. and AMERICAN BASEMENT SYSTEMS, INC. CIVIL ACTION - LAW NO. 2344 - S - 1996 Defendant PRAlCIP. TO STRIX. 'ROM ARGUIOINT LIST TO: PROTHONOTARY Pursuant to agreement of Counsel please strike this case from the Argument List for June 26, 1996. THOMAS, THOMAS & HAFER By ~L' (a~,,4,(/~da-0 ~~~~e, Esquire Attorney No. 26149 305 North Front Street P.O. Box 999 Harrisburg, PA 17108 (717) 255-7648 Dated: r;"lf46 CERTIrICATE or S.RVICE I, RANDALL G. GALE, ESQUIRIl, Attorney for Defendants, do hereby certify that a copy of the foregoing PRAIlCIPE TO STRIK. rROM ARGUNBNT LIST was served upon the following by enclosing a true and correct copy in envelopes addressed as follows, postage prepaid, and depos.i.ting same in the United States Mail Pepnsylvania, on the Iv/lit day of ~U..f7 Luther E. Milspaw, Jr., Esquire MILSPAW & BESHORE 130 State Street P.O. Box 946 Harrisburg, PA 17108-0946 at Harrisburg, , 1996: THOMAS, THOMAS & HAFER By 17108 .2- ',' " . i i tilL 0' (I:'; II. f', ;r\ . 0:' ~~~. , r-. 1;'; " r:~) .;"'-.' 1'1 l':"'" ,'j" , CJ '.,", t.'~ .,,/ " " ", " .. , ' " ~. Id',ll i Ii L f:i 1:1;11/,1-, I. Ii;; I /\'i1-: IlJi, J'i Ii' :.;.1 I f ',,1111, Ir1"~I-: i\l, JII1!r ) 'i ,Ilil" i 1.'1 1\1: /, lillflTI f i! L i 11-(lIl;;hl ,',~'lt,' I:, jilll\q , , , ., ., IIII 'i: f'i\l.I.Mi!/I,,"" IAliL' 1.:1,,1 i\[, 1,1',1,' 'Y II': I lill"III','I" ,11 I 1, I ,'1!'\ 1.; r., f ,\ n I (', ',' 111\ '. 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I~l Jt .J , ,"1111'11.:1\'[ AVI': , ",-.,," , I !,I 11 Br;f1L.11m " f' , "J ~ 1 I. 'I , rlflL>:tl',';'Jlil'J, tl,/ h'Hiljl,li\~ l,.j IHJhf.'l': ,Il. t11':T::~)r~t, 11'.:,>_. " '_11.11' .ifll ,jl I ,,;.:I_P'.1 ";"'1',' I) It,ll" FE')lF:':r 11,111 F'h'!:1 A '111',1'; · ',liJ','l.I,., J ~J \.t' '~I,rlljUlitd;y rRI.IT:::" iTl:rll "I.~lil':1'i 111'-' ..l~ tll'." :jIlH.' I J!lI.~' dll'i"('t inl.. HI. '-J\:l".'I\l.t"'11 t,.' '_h,; 'illl. 'r:1 I t'.tJl;J .>I! ~. :),'-'J \ if ('/l, t,. "'""":'. (l,[,'/ 'II ",~~~~~ 1.11, [",', ':\ I I ':'J ','\ (I,III,fd'.'il' '.;;ul'_:h i("/(' I.n. 'ill;l ..~. r.1 '~I . I"l!,~ :.:.,1:)1,' ll'""II>,; ') ="1, ,n,I,j l,lIt'.;'I/'(.i,I;,I,11'1;"1 r .' ", ,'I c.'t' ql,. , Cj,~ 111,_',) t, ,[ l~ c,~ .~.. r ),',,', I .' i ).------,J ' - JASON J. GEHMAN Plaintiff IN TIlE COURT OF COMMOl-r PLEAS CUMBERLAND COUNTY, PENNSYLVANIA v. JAMES E. GALLAGHER, PETER A. O'SHEA and RELIABLE FOUNDATION WATER PROOFING AND RESTORATION, INC. and AMERICAN BASEMENT SYSTEMS, INC. CIVIL ACTION - LAW NO. 2344 - S - 1996 Defendant PRABCIPB 'OR BNTRY or APP~\HCE TO: PROTHONOTARY Please enter the appearance of the undersigned as attorneys for the Defendants in the above-captioned matter. 'l'HOMAS, THOMAS & HAFER By /7;L. /~r;." 2 . ~ Ga~ire Attorney No. 26149 305 North Front Street P.O. Box 999 Harrisburg, PA 17108 (717) 255-7648 Dated: f... ~~ -f~ Ii " .' , , r:: ,,} ,.. ; ;'!J , l,l,I' :. .'r; , ,. " f'" .. , I";' (" Co:.. :1-.1 Ii:') "".t { ~'\I , 'J " ; L.: , .' ,j I" I ,'... l'.. , ~ .J () ;,' I~, , , J " \., . , MOTION rOR MORE SP.CIrIC PLBADING 3. Plaintiff has made numerous allegations of fraud in the Complaint which must be pleaded with specificity pursuant to Pa. R. Civ. P. 1019(b). 4. Plaintiff has not pleaded fraud with the required r;pecif icity. 5. Paragraph 9. d. of the Complaint alleges a pattern of conduct constituting tax fraud including taking payment in kind from customers and diverting funds and not properly reporting income on relevant income tax returns; Plaintiffs should be made to specifically plead dates, times, places, amounts, and who is being referred to. 6. In Paragraph 9.e. of the Complaint it is alieged that the individual Defendants directed leads away from Plaintiff and kept information essential to the operations of the business; Plaintiffs should be made to plead specifica as to who, where, when and what is being referred to both in terms of "leads" and "informatioll." 7. paragraph 7.f. of the Complaint alleges that the Defendants removed certain assets of ASS to their own use including income, equipment, receivables, customer lists and prospects and paid personal expenses and obligations out of corporate assets without pleading any specifics ao to who, what, where or when or amounts. - 2 - CBRTIPICATB OP SIRVICI I, RANDALL G. GALE, IlSgUIRB, Attorney for Defendants, do hereby certify that a copy of the foregoing PRILIMINARY OBJBCTIONS or DEPBNDAHTS was served upon the following by enclosing a true and correct copy in envelopes addressed as follows, postage prepaid, and deposit.ing same in the Uni ted ,').g't~ day of States Mail at Harrisburg, Luther E. Milspaw, Jr., Esquire MILSPAW & BESHORE 130 State Street P.O. Box 946 Harrisburg, PA 17108-0946 ?t~ L~7 , 1996: Pennsylvania, on the THOMAS, THOMAS & HAFER BY_&~d{4f~~re 305 North Front Street P.O. Box 999 Harrisburg, PA 17308 (717) 255-7648 , - 4 - . \ . , " I' , , " ~I~ H) .. . l' tt/ l OJ, , , ( . I ., I '. l I , , :1 , ! t, , t -'I' I I . , " .' , , , , ., ,. , \ "