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HomeMy WebLinkAbout00-04794 .' ~ - " ' ~~ ". ~ ", hC" JOHN T. LEWIS and CLAUDIA R. GIRRBACH, Plaintiffs : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYL VANIA v. : NO. 00-4794 CIVIL TERM WESTHAFER CONSTRUCTION, INC., Defendant : CIVIL ACTION - LAW *********************** WESTHAFER CONSTRUCTION, INC., Plaintiff v. : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA : NO. 99-6418 MLD TERM JOHN T. LEWIS and CLAUDIA R. GIRRBACH, : CIVIL ACTION - LAW Defendants TRIAL MEMORANDUM OF JOHN T. LEWIS AND CLAUDIA R. GIRRBACH I, FACTUAL BACKGROUND AND PROCEDURAL HISTORY This action arises out of a contract between Westhafer Construction, Inc. (hereinafter "Westhafer") and John T. Lewis and Claudia R. Girrbach (hereinafter referred to collectively as "Lewis"), under which Westhafer agreed to provide labor and materials for the improvement of the Lewis home at 301 Harmony Lane, Camp Hill, Pennsylvania (hereinafter the "Project"). Although Westhafer asserts that the contract between the parties was oral, there is a written proposal by Westhafer. The proposal contains a scope of work to be performed by Westhafer and a price to be paid by Lewis for the work. The evidence will show that Lewis accepted the proposal. On or about May 24, 1999, Westhafer submitted to Lewis a schedule of completion which was agreed upon by the parties. Pursuant to the schedule prepared by Westhafer, Westhafer was to complete all work on or before August 13, 1999. Under the agreement, Lewis agreed to pay a lump sum price of $202,074.58. On or about July 23,1999, Westhafer submitted its first invoice to Lewis in the amount of $95, 180.80. Inasmuch as the agreement between the parties was silent as to when . . ~ ~~ '.c< Westhafer's invoices were to be paid, Lewis paid the invoice within thirty (30) days, minus a 10% amount set aside for retainage to be held by Lewis consistent with the custom and practice for construction projects. Lewis' payment was made on August 24, 1999, in the amount of $85,662.70, reflecting 90% of West hafer's July 23, 1999, invoice. Westhafer submitted two (2) additional invoices for payment by Lewis: one invoice dated August 24, 1999, in the amount of $62,330.42; and another invoice dated August 26,1999, in the amount of$4,635.86. The evidence will show that Westhafer had abandoned the Project prior to the date of these invoices. It will also show that Westhafer included in its invoices representations that certain elements of the Project were 100% complete when in fact those items were not completed. In particular the I heating, ventilating and air conditioning system and the radiant heat system which Westhafer had indicated being 100% complete were f~r from complete and needed extensive additional work to I make the systems operable. TIre evidence will further showl that although Westhafer had agreed to complete the Project by August 13, 1999, Westhafer had in fact abandoned the Project by that date even though the Project was far from COmplete. The evidence will show that Lewis sent Westhafer a written notice to cure the default in September of 1999. Westhafer never responded to the notice to cure. Instead, without any explanation or effort to cure the default, Westhafer responded by filing a Mechanics' Lien Claim on or about October 21, 1999 against the Lewis property in the amount of$66,966.28. Westhafer followed the Mechanics' Lien Claim by filing a Complaint to enforce the Mechanics' Lien Claim on February 10, 2000. Lewis filed an Answer to Westhafer's Complaint with New Matter and a Counterclaim in the nature of a setoff. Lewis asserted a Counterclaim in the nature of a setoff because, following Westhafer's abandonment of the Project, L~wis was forced to hire replacement contractors to complete and/or repair the work for 2 """'--"" ~~ ~ .-- ~.",".~.. ~ ~ . ~~_"~~ ~> M" " which Westhafer was seeking payment. It is important to note that although the Mechanics' Lien action ofWesthafer is an action in rem, Westhafer has included a purported claim under the Pennsylvania Contractor and Subcontractor Payment Act seeking to recover statutory interest, penalties and attomeys' fees from Lewis personally. Such a claim is barred by the Mechanics' Lien Law (See discussion infra). On or about July 5, 2000, Lewis filed a Complaint in this Court docketed at 00-4794 Civil Term seeking damages for breach of contract and violation ofthe Pennsylvania Unfair Trade Practices and Consumer Protection Law in an amount in excess of$83,525.68. Lewis has requested treble damages and attomeys' fees pursuant to the Pennsylvania Unfair Trade Practices and Consumer Protection Law, because of misrepresentations contained in Westhafer's applications for payment. By Order of this Court dated September 8, 2000, Westhafer's Mechanics' Lien Claim action and Lewis' action were consolidated for the purposes of trial. II. DISCUSSION A. WRONGFUL JOINDER OF CAUSES OF ACTION In its complaint to enforce its Mechanics' Lien Claim, Westhafer seeks to append a claim for a violation of the Pennsylvania Contractor and Subcontractor Payment Act (73 P.S. 9501 et. seq.)(See Westhafer Complaint at paragraphs 15, 16 and Wherefore clause.) A mechanics' lien claim, much like a mortgage foreclosure action, is an action in rem, as opposed to an action in personam. See Mattemas v Stehman, 642 A.2d 1120 (pa. Super. 1994). The claim asserted by Westhafer under the Contractor and Subcontractor Payment Act is a statutory action seeking damages including statutory interest, penalties and attorneys' fees from the Lewis' personally. Pennsylvania Rule of Civil Procedure 1657 specifically prohibits this. 3 -~~,- -~ - . - ~........~ m~ Pennsylvania Rule of Civil Procedure 1657 concerning actions on Mechanics' Lien Claims states as follows: "Joinder of causes of action prohihited No other cause of action may he joined with an action to ohtain judgment on a claim except that where the improvement is located in more than one county and clail1'1s have heen filed in more than one of said counties the Plaintiff may joint the claims in a single action. "( emphasis added) Because the Pennsylvania Rules of Civil Procedure specifically prohibit Westhafer from asserting a claim under the Pennsylvania Contractor and Subcontractor Payment Act within its Complaint to enforce the Mechanics' Lien Claim, this Honorable Court must dismiss this claim along with Westhafer's demand for statutory interest, statutory penalties and attorneys' fees with prejudice. B. WESTHAFER'S ABANDONMENT CONSTITUTES A BREACH OF CONTRACT. Although, by Westhafer's own schedule it was to complete the Lewis Project on or before August 13, 1999, the evidence will show that the work was far from complete when Westhafer, without explanation, discontinued all progress on the Project. Evidence will be presented at the trial of this matter indicating the specific items that remained to be completed by Westhafer at the point in time when Westhafer inexplicably discontinued its work. In its New Matter to the Lewis Complaint, Westhafer asserts that its abandonment of the Project was justified due to Lewis' alleged failure to pay invoices timely, Lewis' wrongful withholding of retain age, and the addition of alleged change orders. None ofthese reasons were raised or mentioned by Westhafer I either orally or in writing prior to its ul!J.ilateral decision to discontinue all work. Indeed, there is no evidence that Westhafer provided Lewis with any written notice setting forth the reasons why i it was abandoning the Project. 4 ~'- - -"' ~ -" - Lewis will offer as evidence a letter dated August 23, 1999, in which he requested I Westhafer to provide a revised schedule in light of the fact that the scheduled time for completion had passed. There was no response to this letter. Moreover, by way of a letter dated , September 8, 1999, Lewis sent Westhafer a notice to cure the default under the construction contract in order to avoid the necessity that Lewis hire a replacement contractor to complete the work under W esthafer' s contract. Westhafer never returned to the Proj ect to cure the default. Westhafer's only response to the notice to cure was, by its own admission, a Mechanics' Lien Claim. (See Westhafer's Answer to Lewis Complaint at paragraphs 6 and 7.) Westhafer's decision to abandon the Project before completion without any notice to Lewis was unjustified and constitutes a material breach of the contract. Under the Restatement (Second) Contracts 9235(2), "When performance of a duty under a contract is due, any non- performance is a breach." Pennsylvania cases interpreting the Restatement (Specifically 9237) have consistently held if a breach constitutes a material failure of performance, then the non- breaching party is discharged from all liability under the contract. Oakridge Construction Company v Tolley, 351 Pa.Super. 32, 504 A.2d 1343 (Pa.Super 1985). Restatement (Second) Contracts 9241 sets forth the factors to consider in determining whether a failure of performance is material as follows: (a) the extent to which the injured party will be deprived of the benefit which he reasonably expected; (b) the extent to which the injured party can be adequately compensated for that part ofthat benefit for which he will be deprived; (c) the extent to which the party failing to perform or to offer to perform will suffer forfeiture; 5 - "l'~ - -~ ~ ~"""",;., (d) the likelihood that the party failing to perform or offer to perform will cure his failure, taking account of all the circumstances including any reasonable assurances; (e) the extent to which the behavior of the party failing to perform or offer to perform comports with standards of good faith and fair dealing. The evidence to be offered at the trial of this matter will show that W esthafer' s breach by way of abandoument was material in light of the factors enumerated in the Restatement (Second) Contracts 9241. First, the Lewis' were deprived of the expected benefits of their contract (i.e. receiving a completed home in accordance with the contract) by Westhafer's stoppage of work and that Lewis can be adequately compensated for that deprivationlbreach by an award of damages. Furthermore, it will be shown at trial that Westhafer gave no indication that it would cure its failure to perform. Finally, it will be shown that Westhafer's unilateral abandonment, with no explanation or justification, constitutes a complete failure of W esthafer' s conduct to comport with standards of good faith and fair dealing and that the logical conclusion ofthe evidence presented on this issue will be that Westhafer materially breached the contract. Thus the Lewis' are discharged from any and all liability under the contract. With respect to W esthafer' s unjustified abandonment and material breach of the contract, the Oakridge case is instructive. Oakridge involved a dispute relating to the drilling of a well. The owners of the home sent a letter to the contractor indicating that the charges for the drilling of the well were in dispute and that all work for the water supply was to cease pending satisfactory resolution of settlement or settlement under arbitration. As a result, the contractor stopped work. The Court found that the contractor was unjustified in stopping all remaining work on the home even in light of the homeowner's letter. The Court further held that the home 6 ~.....:- "'- -~,~ ~ "" - -- -.-.:. owners did not anticipatorily breach the contract. Based upon an analysis using the factors set forth in Restatement (Second) Contracts 9241, the Court held that the construction contractor materially breached the contract by stopping its work without indication that it would cure its failure to perform. Using a similar analysis, the facts as set forth above support a conclusion of material breach on the part of Westhafer. The appropriate measure of damage for a breach of construction contract where the contractor fails to complete or properly complete the work under the contract is the cost of completing the contract minus any unpaid balance on the contract. Oelschlegel v Mutual Real Estate Investment Trust, 429 Pa.Super 594,633 A.2d 181 (Pa.Super 1993). Here, Lewis agreed to pay Westhafer a total amount of $202,074.58 in exchange for Westhafer's complete and workmanlike construction of all items under the contract. The evidence will show that Lewis paid to Westhafer $85,662.70. The evidence will further show that following Westhafer's abandonment of the Project, Lewis was forced to hire other contractors to complete and/or repair Westhafer's contract work and has incurred additional costs in the amount of$219,194.90. Thus, combined with the payment of $85,662.70 to Westhafer, Lewis has paid $304,857.60 for a project which Westhafer was contractually obligated to complete for $202,074.58. As a result, Lewis has incurred increased costs to complete the Project in the amount of$102,783.02. In addition, because the Project was not completed in accordance with the schedule, Lewis could not move into the house and incurred additional storage costs for storing furniture in the amount of $4,805.54. Thus, the total damages incurred by Lewis as a result of Westhafer's breach of contract is $107,588.54. Lewis will introduce invoices, purchase orders, and proof of payment supporting the aforementioned damages. 7 -- ~ ~~~-"~~.,~~ .=~-".~,~ ~ - ~ ~. . C. WESTHAFER'S VIOLATION OF PENNSYLVANIA'S UNFAIR TRADE PRACTICES AND CONSUMER PROTECTION LAW Lewis will offer documentary evidence that Westhafer billed Lewis for work not completed. Specifically, documents provided by Westhafer to Lewis in support of its invoices indicated that several items of work were 100% complete when in fact those items of work were not completed. In addition, other items were indicated on W esthafer' s invoices as being nearly completed when in fact they were not. Included in these items are the following: the electrical work, garage work, atrium work, windows and sliders, skylights, the HV AC system, the family room addition, radiant heat, framing for the first floor and basement, roofing, and work on the shop. The evidence will show that Westhafer submitted applications for payment/invoices demanding payment for quantities of work which had not in fact been performed by Westhafer. Under the Pennsylvania Unfair Trade Practices and Consumer Protection Law (73 P.S. 9201-1 et. seq., (hereinafter the "Act"), at 920l-2( 4)(v), "It is an unfair method of competition and/or unfair or deceptive act to represent that goods or services have sponsorship, approval, characteristics, ingredients, uses, benefits, or quantities that they do not have or that a person has a sponsorship, approval, status, affiliation or connection that he does not have." (emphasis added) Photographs to be offered at the trial ofthis matter depicting the actual conditions and status of completion at the time Westhafer last performed work will indicate that items that Westhafer represented as being 100% complete clearly were not. It is alleged and will be shown that Westhafer knew that the invoices it submitted to Lewis did not accurately reflect the quantity of work completed and that the invoices were submitted with the intent that Lewis pay an amount in excess of the 8 - .~ ~" .., M~_ quantity of work actually completed. These actions by Westhafer constitute a violation of the Act. The evidence to be presented at trial will show that Lewis suffered damages as a result of Westhafer's violation of the Act as follows: (a) $21,625.94 to complete the electrical, heating, air conditioning and sky lights for which Westhafer had billed 100%; and (b) $8,655.00 to complete the remaining work that was represented by Westhafer to be 100%, or nearly 100% complete. Thus, Lewis will show damages on its claim under the Act in the amount of $30,280.94. In addition, the Act at 9201-9.2 specifically authorizes the award of treble damages, costs and attorneys' fees, which Lewis seeks in this action. Date: January 5, 2001 I Theodore A. Adler, Esquire Attorney J.D. No. 16267 Thomas O. Williams, Esquire Attorney J.D. No. 67987 2331 Market Street CampHill,PA 17011-4642 Telephone: (717) 763-1383 / I RespectfUll REAGER Attorneys for John T. Lewis and Claudia R. Girrbach 9 ~ '" CRRTIFICATR OF SRRVICR AND NOW, this 5th day of January, 2001, I hereby verify that I have caused a true and correct copy of the foregoing Trial Memorandum of John T. Lewis And Claudia R. Girrbach to be hand delivered as follows: Craig A. Diehl, Esquire Linda A. Clotfelter, Esquire LAW OFFICES OF CRAIG A. DIEHL 3464 Trindle Road CampHill,PA 17011 -11d!m j 10 , ~ ~o ~ - " -> JOHN T. LEWIS and CLAUDIA R. GIRRBACH, Plaintiffs IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA V. 00-4794 CIVIL TERM ~ WESTHAFER CONSTRUCTION, INC., Defendant CIVIL ACTION - LAW ( * * * * * * * * * * * WESTHAFER CONSTRUCTION, INC., plaintiff IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA V. 99-6418 MLD TERM ?,,/ JOHN T. LEWIS and CLAUDIA R. GIRRBACH, Defendants CIVIL ACTION - LAW ORDER OF COURT AND NOW, this 8th day of January, 2001, having used up the full day and one half allotted to try this case, and counsel having indicated that an additional half day is needed to complet,e testimony, proceedings will recommence on Monday, April 2, 2001, at 8:15 a.m. By the Court, Edward E. Guido, J. It L:~l'O l) -fYI ojJ 01-10-01 ~K-3 Theodore Adler, Esquire For J. Lewis & C. Girrbach Craig A. Diehl, Esquire For Westhafer Construction L. - Il~f.~ .J~ ~ !III!!'II,'P" Dl J or"~ ~"- ~-"~ . _"M ~o ~~ ...'.TiHy il: rie CUi\/i8Lj~'Li"i'L ~C)Ui~TY PENNSYl~,I/\N!/\ IN,,,~ ll1_Y_Jf-W~~l\~lWl!~__ ,~,__a~~ "","e~ ~~'!"''=; ,.-" -~ ....[lio'~ <- " WESTHAFER CONSTRUCTION, : IN THE COURT OF COMMON PLEAS OF INC., CUMBERLAND COUNTY, PENNSYL VANIA Plaintiff V. JOHN T. LEWIS and CLAUDIA R. GIRRBACH, Defendant : NO. 99-6418 CIVIL TERM JOHN T. LEWIS and CLAUDIA R. GIRRBACH, Plaintiffs : IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA V. WESTHAFER CONSTRUCTION, : NO. 2000-4794 CIVIL TERM INC., Defendants : CIVIL ACTION LAW ORDER OF COURT AND NOW, this 3RD day of APRIL, 2001, at the request of defendant and defendant's counsel the hearing scheduled for April 2, 2001, at 8: 15 a.m. on the above captioned matter is CONTINUED. The next scheduled date and time will be Monday. JUNE 11.2001. at 8:15 a.m. in Courtroom # 5. Edward E. Guido, J. Craig A. Diehl, Esquire Theodore A. Adler, Esquire Court Administrator "'j I - , ~ ~_.~ '" " ., (,.,. k. ~I ~,:'lLEr)-()(TlCE:. '..',.JT'/"yYr"R..( , "_,J ~,-)Ir\f U'll'(~"-I I r!/-.~ I . AN Ij: n6 CUM8i:1~L.,SNO COUNTY ~ PENNSYLV,~NiA (J1rr.~~~r.-~lli =",. ~lillt'"~~~!!l~..j!(liI'miffi~#_"if:AWJi"'1;'?\F:;q1':H.7i0flilj'1ij"~~_'Wii@ua1i*1iii;~!fii'~lNm~,[jml~\I1l!l!r . ..4.. WESTHAFER CONSTRUCTION, : IN THE COURT OF COMMON PLEAS OF INC., : CUMBERLAND COUNTY, PENNSYLVANIA Plaintiff V, JOHN T. LEWIS and CLAUDIA R. GIRRBACH, Defendant : NO. 99-6418 CIVIL TERM JOHN T. LEWIS and CLAUDIA R. GIRRBACH, Plaintiffs : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA V. WESTHAFER CONSTRUCTION, : NO. 2000-4794 CIVIL TERM INC., Defendants : CIVIL ACTION LAW ORDER OF COURT AND NOW, this 8TH day of SEPTEMBER, 2000, the hearing scheduled for October 6, 2000, at 9:30 a.m. on the case docketed to 99-6418 is CONTINUED. A non- jury trial is scheduled on both cases fof)"anua~iffiITAr8:3"'0~lt'n1:;-continuing into ~ '-'....... January 8, 2001. ,">,1 '>- " ,; t:; \~:..\ :::: ~-- '-::~~ ~~,- ".<" """ -", >- ::0 :2 ~~. -j(Q ~ig~.'bieh], Esquire ... .::> ,-"""""' Q ~ Edward E. Guido, J. ;~'" 1_- (,-:J -' .-~-..... Theodore A. Adler, Esquire -- 'j / .. ,~/,'" 5 /N "/7/>!) - / 3 O'?, - I if In VVi /1"' /t ,_ V' ~ D_ Court Administrator . .- " ~. ,-- i"'... " ..... . JOHN T. LEWIS and CLAUDIA R. GIRRBACH, : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYLVANIA Plaintiffs v. : NO. 00-4794 CIVIL TERM '. WESTHAFER CONSTRUCTION, INC., : CIVIL ACTION - LAW Defendant *********************** WESTHAFER CONSTRUCTION, INC., : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA Plaintiff v. : NO. 99-6418 MLD TERM JOHN T. LEWIS and CLAUDIA R. GIRRBACK, : CIVIL ACTION - LAW Defendants ORDER Jt.\ AND NOW, this 13 day of September, 2000, upon agreement of the parties, it is hereby ORDERED that the above captioned cases are consolidated for all future proceedings, including trial. Edward E. Guido, J. . . ..... c:,CI) d,-' j t) \, ~ " '2.; t-S3 , '-r'v " CU\jl'~ \ \ GJ\.J\i);:;:-~\>;":'iC:.'J\ \fl::,~.'~\l\ Pt.\~\'.;,v \ I.- _1IIlI. ~....~-,~" i;1:H~ " .fJ~~" ,ijI" ~ ~ JT....I~'~W'!'!'ll!/ti~;1!t",",r-.fH~mj~1ffl~!~~~~~l'I1!~ir'fl:mB., I ~ nr'.'1 ;:C,=-j,i~>1: ( f" , l <' ~ JOHN T. LEWIS and CLAUDIA R. GIRRBACH, : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYLVANIA Plaintiffs v. : NO. ff1J - 47 q '-f Cw.L.e T oU-<-- WESTHAFER CONSTRUCTION, INC., : CNIL ACTION - LAW Defendant NOTICR You have been sued in court. If you wish to defend against the claims set forth in the following pages, you must take action within twenty (20) days after this complaint and notice are served, by entering a written appearance personally or by attorney and filing in writing with the court your defenses or objections to the claims set forth against you. You are warned that if you fail to do so the case may proceed without you and a judgment may be entered against you by the court without further notice for any money claimed in the complaint or for any other claim or relief requested by the plaintiff. You may lose money or property or other rights important to you. YOU SHOULD TAKE TIllS PAPER TO YOUR LAWYER AT ONCE. IF YOU DO NOT HA VB A LAWYER OR CANNOT AFFORD ONE, GO TO OR TELEPHONE THE OFFICE SET FORTH BELOW TO FIND OUT WHERE YOU CAN GET LEGAL HELP. Cumberland County Bar Association 2 Liberty Avenue Carlisle, P A 17013 (717) 249-3166 ~ '_,~ _"<_,-_~,,_ ,-CO"'. _ ~~_ ~-_b'", ,c- , ' .,;" ;..,'''_~"''"~_ . ~_ ., --~-'" ' '<. --1__," \;';";80L;.;w:;~'-"^ _', "; --~-i"" JOHN T. LEWIS and CLAUDIA R. GIRRBACH, : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYLVANIA Plaintiffs v. , I WESTHAFER CONSTRUCTION, INC., : NO. fJ-o. !..f1Cf'f ~.-~ : CIVIL ACTION - LAW Defendant COMPLAINT 1. The Plaintiffs are John T. Lewis and Claudia R. Girrbach, husband and wife (hereinafter referred to collectively as "Lewis"), are adult individuals residing at 301 Harmony Lane, Carnp Hill, Cumberland County, Pennsylvania. 2. The Defendant is Westhafer Construction, Inc., a corporation organized and doing business under the laws of the Commonwealth ofPeunsylvania (hereinafter "Westhafer"), with its principal place of business located at 120 West Allen Street, Mechanicsburg, Cumberland County, Pennsylvania. COUNT T - BREACH OF CONTRACT 3. Lewis and Westhafer entered into a written contract on or about April 22, 1999, whereby Westhafer agreed to provide labor and materials for certain alteration work on Lewis' home, and in exchange for Westhafer's workmanlike completion of said work under the written agreement, Lewis agreed to pay to Westhafer the fixed sum of$202,074.58. A true and correct copy of the proposal prepared by Westhafer' s estimator, Ed Barnes, which proposal contains the essential h - "~,. "j t ( " ( 11. Lewis did not in any way prevent or hinder Westhafer from completing its work in a timely and workmanlike manner. 12. All conditions precedent for the bringing of this action have occurred and/or have been performed. 13. As of September 8, 1999, the date on which Lewis sent Westhafer a notice to cure its default, Lewis had paid Westhafer $85,662.70. 14. As a result of the aforementioned breaches of contract by Westhafer, Lewis was forced to hire replacement contractors to repair and/or complete the work within the scope of Westhafer's work. 15. As a result ofthe aforementioned breaches of contract by Westhafer, Lewis has spent $195,132 to complete and/or repair the aforementioned defective or incomplete work. 16. Combined with the payment of $85,662.70 paid to Westhafer, Lewis has spent $280,794.70 to build a project for which Westhafer was contractually required to complete for $202,074.58. Thus, the increased costs to Lewis to complete the project was $78,720.12. 17. Because the project was not completed in accordance with the schedule, Lewis could not move into the house and incurred additional storage costs for storing their furniture in the amount of$4,805.54. WHEREFORE, Plaintiffs, John T. Lewis and Claudia R. Girrbach, respectfully request this Honorable Court to enter judgment under Count I in their favor and against Defendant, Westhafer Construction, Inc., in an amount in excess of$83,525.68, plus costs and interest. 5 ~ "" ( , .: ... COUNTTT - VTOLATIONOF THE PENNSYT,VANTA TJNFATR TRADE PRACTICES AND CONSUMER PROTECTION LAW (73 P S 920]-1 et seq) 18. The Plaintiffs incorporate herein by reference the averments of paragraphs one (1) through seventeen (17) above as if set forth fully herein. 19. Under the Pennsylvania Unfair Trade Practices and Consumer Protection Law (73 P .8. S20l-l et seq.) (hereinafter the "Act'), at S20l-2(4)(v), it is an unfair method of competition and/or unfair or deceptive act to represent that goods or services have sponsorship, approval, characteristics, ingredients, uses, benefits or quantities that they do not have or that a person has a sponsorship, approval, status, affiliation or connection that he does not have. (emphasis added) 20, On August 24, 1999, Westhafer submitted a breakdown to Lewis purportedly showing the work that it had completed on the project. A copy of the breakdown is attached hereto as Exhibit D. Westhafer invoiced Lewis and sought payment therefor based on Exhibit D. 21. Westhafer misrepresented the work it had performed and for which it sought payment in that: a. the electrical work and the electrical extras were not completed at the percentages shown; b. the garage work shown was not 100% completed; c. the atrium work shown as not 100% completed; d. the windows and sliders were not 100% completed; e. the skylights were not 100% completed; f. the HV AC was not completed at the percentages shown; 6 " . .' . _";;1 < < <' g. the family room addition was not 100% completed; h. the radiant heat was not installed properly and did not operate properly; 1. the framing for the I st floor and basement was not 100% completed; J. the roofing was not 100% completed; and k. the shop work shown was not 100% completed. 22. Westhafer submitted applications for payment/invoices to Lewis demanding payment for quantities of work which had not, in fact, been performed by Westhafer. 23. Westhafer knew that the invoices it submitted to Lewis did not accurately reflect the quantity of work completed and the invoices were submitted with the intent that Lewis pay an amount in excess of the quantity of work actually completed. 24. Westhafer' s actions in submitting invoices demanding payment for quantities of work which had not yet been performed constitute a violation of the Act. 25. Under g201-2(4)(xxi), it is a violation of the Act to engage in any fraudulent or deceptive conduct which creates a likelihood of confusion or of misunderstanding to a consumer. 26. Westhafer violated g20 1-2( 4)(xxi) by submitting invoices/applications for payment which did not accurately reflect the quantity of work performed but rather overstated the quantity of work completed, which created confusion for Lewis. 27. Westhafer submitted applications for payment/invoices to Lewis demanding payment in which Westhafer represented that it had completed certain items when, in fact, those items were not completed. 7 i% ~,.- t < < 28. Westhafer' s actions as set forth above constitute violations ofthe Act. 29. As a result ofWesthafer's violation of the Act, Lewis has suffered the following damages: a. To complete the electrical, heating, air conditioning and skylights, for which Westhafer had billed 100%: $21,625.94. b. To complete remaining work that was represented to be 100% completed: an amount in excess of $25,000.00. 30.. Section 201-9.2 ofthe Act authorizes the award of treble damages and attomeys' fees. WHEREFORE, Plaintiffs, John T. Lewis and Claudia R. Girrbach, respectfully request this Honorable Court to enter judgment under Count II in their favor and against Defendant, Westhafer Construction, Inc., in an amount in excess of$46,625.94 plus interest, treble damages and attorneys' fees. 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Fv"-"'.JI-;S; h. AND p.,.;O ;p'IlS l7f'U.. D//.'{w~ I'hvO t:1~I''sr-I).J~ ~ c;.."e,.rs of' f".~wr ;p....s7'J4-U- R,.O,-A-T CtJlL /k.".,.- ;;)..' a,ucA t:r7'Y' . /::::""1"2....,,'[" Hw() J7.-1S~ 1;1" x.IZ" I/CJ 17vF ,:>,n) p~O (2. . I2vPLJll<.$ OXls r i;Wrn.".,."ve<:::; D~ 12. IA/"""H Alt::-W Pl;~ (JOO ~ A?R. 22 '99 (THi.i) 12; 35 COMMUNICA'TION NQ;:2 ?AGE.10 ~ OS/24/1999 11:15 7176976307 M~l (}J/ (LA DtA-NT ,.-' 4/). Mf:t!~/~ Schedule of John Lewi. HOIJ$. RenOVlltions May u-May za / ~< ' c" ~, -7' I L lOC- \1'--\C,4'- " Frame I" floor walls '-- I;; . Dig garap. addition. remove auium slab ,-- . Cut ho--,.nt ftoor tbr plumbins ' ----+, Vv h Y ( . PrqJtixartbr~8<additJon ...::- ~- . , Inspect fbotn " Pour fuoten . Roogh plumbing in concrete floor in basement . InspecI plumbing . Pour plumbing trenc:hes in basement ' . Con't to rmlOve exterior brick ~ June 1- JUlie 4 Con't 1St tloorframing ()o~ Complete removal of exterioc briclt-__ Remove esistiDg atrium roof Complete removal of existing atriullI roof Early start of block @8ara!le. additioa 8< steps . " ~ . . . Jane7-J_U ....-:::c;nmlete I" floor framing --::::. .'-.::. Start to fnme b....ment w.tls . Late start ofbloclc @ garage, additioa 8t steps . Start to liame exterior walls . ,Plumbing on I" floor .. (Early) complete block@ garage; addition and steps ,llUle 14 - SlIIUl 18 . Complete extaior wall framing . COI1Ipleto block @ sarage, addition &: steps . Early start to frame garage aDd addition . Insulate exterior walls . Sheet exterior walls 0 Instsll ~ bibs on exterior walls . Stan radiant heat . Complete radi8lll heat . Slan.elect, I" floor . Start HV AC I- floor . POUt' gange, alrium &: addition floon " Complete elee: I" floor . Complete Hv AC 1- floor . lnspec:tiooslelect . COl1l1'lete buemenl framing 1,J ~ c.-v<AlSV', Y.AY. 24 '99 (MO::\') COY.MwN!CAT:O~ Ko:.. ?AGE. 2 -> 'i P.AGfi: 02 ~ .~ ~ OS/24/1~99 11:15 71 76976307 1 une 11 - JIUIe 2S . Complete garage &: addition ftaming . EItd. In garage. addition . Frame lll:rium IIld _ _ . InlIhl11 wilidowl &:. doors . iDJuIate I. floor interior wells and SII'88" . Insull shingles OIl Dew garage . Remove shiDs1es from existing house . Elect. In basement wells . Plumbing in basement wall. . InstoII new garage door &:. windows in garage June %1- July 2 . Complete atrium &:. new entraDce way . Start siding &:. soffit . Stan shiDs1es on main roofworbbop . Frame wor1c shop . Hang drywall in new garage &:. worlcJhop .. Insulate basemont walls &:. ceilings . Bol< oul chimney as per p1an July S - Silly 9 . ~ drywall in I" floor . Stan to bang basement drywall . Elect. In lIIrium .. !naa1I skylight 8< windows in atrium . Install new ~e door .. Start to finish drywall in garage&:. woricsbop . Insulate atrium . Complete shingles on main roof workshop &: addition ' .. Complete siding &:. soffit July 12 - July if; . Start to 1iniJh I" floor drywall .. Compete hanging of basement drywall . Complete finish in garage 8< workshop . Complete shingles on atrium . Trim CUt garage 8< workshop . Paint garaee . workshop wall. Y.AY. 24 . 99 (MON) ",:6 I COMMUNICAT:O~ ~c," :"', PoAGE;: 03 PAGE. :3 ,~ " . OS/24/1999 11:15 7176976307 Jaly 19 - JIIly U .. Start to finish basemem drywall .. Complete cIry1lIaIl (mieb on I" floor .. Start to finish alrium drywall .. Start to trim I" floor . Start to pnm.1" ll00r wall. . CollJjllete trillll" floor .. Insulate c:eilings July 16-JuIy 3& . Stan to install .......me floorinp .. COllJjllete III floor painting .. Complete drywall finish in balement, . Stattto triOl out basement .. Complere bafe!neJtI rim .. Install vcr tile in laundry room Aapat2-AlIPIt6 <> Continuo to inIlaII coraotie flooring .. limlalI kitchen cabinets It. eoumer tops .. Install blllh room cabinets It counter tops .. Install blllh rOOlll tixtures .. Install eleetrical trilll .. Start to IandlCafl'l disturiled area AupS! 9 . AllgllSt 13 .. Completion of all ~e flooring .. Complete basomelll \lIinting .. Install earpeI in basement .. Install laundry room fixtures c!t cabinels .. Install hand ralllngs @ lIlepa in atriwrl .. Completions ofjo!> Y.Ay, 24 . 99 (:MON) : 17 - COMMU~iCATION ~o:.. '~ . t,j PAG\: 04 ?AGE. 4 I 'J l 05/03/1999 __12: 3~, 7176976307 , , - ~ ",~, FlAG!;: 02 . \ . ~' \-0 \ ';'f... "\1-, , , . . , \ 't ,\ . ~ 1- l='( , \t>. <..J ..... . . \ . . \ ;111101 f~1 :~ ii~ io 3 I ~z I P: o t 11 ~ -< z p . . @\o ):'\'3.. .. H' z ''4 a \_~ M \"C .5?: \.'" ....,.~ o~ ~<I' . \ . . \ . . \ . . \ . . \ i"'i ~ -", 'pz ~~~ !~lil g<-~ ~~g 10 o' z . ...~ ~ilil ~i~~ ..~z .~,..~ ""tllf;ia ;~I~ f I 1- '" % ~ ~~ ~~ ~ .......... Z ..~ ~~ ......... .......~ _/-~-- ~ ~........" ~~/ COMMt:NICA7":QN ?'"Q; 57 ?AGE. 2 :; ~ },l..AY. 03 . 99 (MON: :2:37 I . . ,', . --~_..-""...... " . , , September 8, 1999 Steve Westhafer Westhafer Construction Inc, 120 West Allen Street Mechanicsburg, PA 17055 Re: Construction work at 301 Harmony Lane, Camp Hill, PA Dear Mr. Westhafer: As you know, no work is being performed by your company on our house, You last performed any work on August 16, 1999, By letter dated August 23, 1999, I sent you a check for $85,662,79, which represents payment for the work completed through July 23, 1999, less 10% retainage, You cashed that check, In the August 23, 1999 letter, 1 asked you to provide me with a new progress schedule by August 24, 1999, Instead, on August 24, 1999, you sent me another application for payment seeking an additional payment of $45,618,17, plus release of the retainage previously withheld and an additional $7,194,16 for 5% overhead and profit on scheduled values, Your letter also identifies a significant amount of work as being 100% completed when it does not appear to have reached that stage, 1n any event, it appears that you have abandoned the project. Moreover, you did not secure the house when you left and damage has occurred from the recent heavy rains, You are hereby notified that your actions constitute a default of your contractual obligations, You are given seven (7) days from the date of this letter to cure the default by doing the following: (a) return to the project and resume work; and (b) provide a proposed schedule for completing the remaining work, As to your August 24, 1999, invoice, 1 am in the process of determining the status of the items listed in your invoice, If I deterrnine that any additional payment is due, I will make , " . .' . ,. , Steve Westhafer September 8, 1999 Page 2 payrnent into an escrow account provided you have cured the default and progress is being made on the project, We note that only two weeks have passed since I received your invoice. Since it is customary for payment to be net thirty days, no payment would be due until September 24, 1999, Before any payment is released, however, we will require waivers of liens from your subcontractors and suppliers, If you do not cure the default as demanded herein, I will have no choice but to retain a replacement contractor. If this becomes necessary. you will be liable for the additional costs to complete the renovations and you will also be liable for all consequential damages such as additional rent incurred by us, It is in the interest of all parties to resolve this without costly litigation, I trust you agree and will cure your default. Very truly yours, ~leJlS' John Lewis /Iar . . ~ t . '). ."'~c:1 'i Ii " :i " II !I "~" - ,_ f JIll " CONSTRjUCTION.. INC. (71 7) 697-6305 . FAX (71 7) 697-6307 J 20 West Allen Street. Mechanicsburg. PA 17055 August 24, 1999 John T. Lewis Claudia R. Girrback PO Box 1277 Camp Hill, PA 17011 Re: Construction work at 301 Harmony Lane, Camp Hill, PA Description of Work Scheduled Value Previous Total % Total Due Application Completed Demo $9,354,00 $9,354,00 100% $0,00 Electrical as per proposal $6,566,00 $3,282,00 85% $2,299,10 Electrical extras per owner $1,055,00 $0,00 100% $1,055,00 Plumbing $8,993,00 $5,395,00 85% $2,249,05 Flooring Re-plywood $4,197,91 $4,197,91 100% $0,00 Trees $4,100,00 $0,00 100% $4,100,00 Garage Footer Excavation $1,600,00 $1,600,00 100% $0,00 Concrete Footers $756,00 $756,00 100% $0,00 Masonary $480,00 $480,00 100% $0,00 stone Pad $150,00 $150,00 100% $0,00 Framing $2,450,00 $1,960,00 100% $490,00 Concrete Floor $1,460,00 $0,00 100% $1,460,00 Atrium: Demo concrete & Footer Excavation $1,000,00 $1,000,00 100% $0,00 Footer placement $245,00 $245,00 100% $0,00 Masonary $480,00 $480,00 100% $0,00 Stone Pad $277.50 $0,00 100% $277.50 Framing $3,600,00 $3,600,00 100% $0,00 Concrete Floor $79000 $0,00 100% $790,00 -~~, " -~ "~, . . w . . ".J . 10 J -, Mr, John T, Lewis Claudia R. Girrback August 24, 1999 Page 2 Description of Work Schedluled Value From Previous Total % Total Due /Windows & Sliders Application, Completed $13,429,67 $13,429,67 100% $0,00 / Skylights $4,171,21 $4,171,21 100% $0,00 ,.Y Additional Skylight and window materials $2,765,29 $0,00 100% $2,765,29 Basement stairwell: Masonary $500,00 $500,00 100% $0,00 Concrete pad $200,00 $200,00 100% $0,00 Excavation $400,00 $400,00 100% $0,00 (HVAC as per proposal $7,500,00 $6,000,00 90% $750,00 0-iVAC additions per owner $1,675,00 $0,00 100% $1,675,00 ,Family Room Addition $7,019,00 $5,264,25 100% $1,754,75 j Radiant Heat as per proposal $15,038,00 $14,288,00 100% $750,00 Radiant Heat Styrofoam $802,10 $0,00 100% $802,10 Framing Labor: 1st Floor $3,600,00 $3,600,00 100% $0,00 Relocate Ceiling joists $2,160,00 $2,160,00 100% $0,00 Exterior wall build out $2,160,00 $2,160,00 100% $0,00 Basement framing $2,400,00 $2,400,00 100% $0,00 Roofing: Roofing Re-plywood $2,200,00 $0,00 100% $2,200,00 Roof Shingling $4,008,73 $0,00 100% $4,008,73 Insulation $6,536,00 $0,00 100% $6,536,60 Shop: Framing Labor $864,00 $0,00 100% $864,00 Concrete Floor $1,150,00 $0,00 100% $1,150,00 Surveying Company $74000 $0,00 100% $740,00 Materials Eberly Lumber $13,463,39 $7,768,36 100% $5,695,03 Mike Walaman CAD work $2,645,75 $0,00 100% $2,645,75 Nail Fasteners $409,92 $271,13 100% $137,92 L.. """~, . . 1iI . . , J . .'-j John T. Lewis Claudia R. Girrback August 24, 1999 Page 3 French Drain Labor French Drain Materials Gas Piping Labor Gas Piping Material Septic Tank Pumping Portable Toilet $55,00 $89,22 $180,00 $81,82 $119,00 $136,70 $143,883,17 $0,00 $0,00 $0.00 $0,00 $0,00 $68,35 $95,180,80 $55,00 $89,22 $180,00 $81,82 $119,00 $68,35 $45,618,17 Sub-Total: $45,618.17 100% 100% 100% 100% 100% 100% Retainage Held from 1 st Payment $9,518,09 OH & P 5% of Scheduled Value $7,194,16 includes Supervison Wages TOTAL DUE: $62,330.42 . Please sign for acknowledgement and agreement for payment. Authorized Representative Westhafer Construction Co, John T. Lewis or Claudia R, Girrback Resident of 301 Harmony Lane, Camp Hill, PA - . ... . . -.I . .. . ~ " VERIFICATION I, JOHN T, LEWIS hereby verify that the averments of the foregoing pleading are true and correct to my personal knowledge, information and belief, I understand that false statements herein are made subject to the penalties of 18 Pa,C,S, ~4904, relating to unsworn falsification to authorities, 1 ~\S. JOHN T, LEWIS Date: ioj30loo ,~ -' ;".,r~';;;i " 1 .. JOHN T, LEWIS and CLAUDIA R. GIRRBACH, : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYL V ANlA Plaintiffs v, : NO, 00-4794 CIVIL TERM WESTHAFER CONSTRUCTION, INC" : CIVIL ACTION - LAW Defendant ACCEPTANCE OF SERVICE As attorney for Defendant Westhafer Construction, Inc" I hereby accept service of the Complaint in the captioned matter on its behalf, and am authorized to do so, ~,~d Craig A. iehl, EsqUIre DATE: ::r:/r /I, ~ODO " , ':"""~ , " I '" _"c''-' -' '" , , - - ",,,-,,,. '" , '."-,"' '" "', ,~,-, -". ^ ... -.'''"'''' -.-"-~",,-.,-", - ~-".'~ ~~~--~--_.' ~'-'-' [CC'~ -~1~ .;), Co- L.~-~ (~ ~ i",lJ [::~ I-"" ! """'1 C~ N 'J r"'~ f',) ',J ......... - c:::;) ~ = ' i~~'L . ~ .~_~~JJ (c, ." =;;1 ,,-,._-~--~,,~':::;I " ~. "'..,,"..'~""'"0'.....",,".. "..''of '",0"" " _n__";'.~ . .". , > , , ~ JOHN T, LEWIS and CLAUDIA R, GIRRBACH, ; IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYLVANIA Plaintiffs v, : NO, 00 - l./7q 1.1 CI vii ierm WESTHAFER CONSTRUCTION, INC" : CNIL ACTION - LAW Defendant PROOF OF SERVICE I, Theodore A. Adler, verify that on August 4, 2000, I caused the Notice which is attached hereto as Exhibit A to be placed in the United States mail, first class, postage prepaid and addressed to Defendant c/o its attorney, Craig H, Diehl, Esquire, at 3464 Trind1e Road, Camp Hill, Pennsylvania 1701 L A copy of the certificate of mailing is attached hereto as Exhibit B, Respectfully submitted, Date: August 7,2000 COGNETTI, P,C, Theo ore A, Adler, Esquire Attorney LD, No, 16267 2331 Market Street Camp Hill, PA 17011-4642 Telephone: (717) 763-1383 Attorneys for Plaintiffs ".,,-~p >~~..~, " , I' :~j I:: , !' I' I, jf: I., " Ii' I I, I:: ..""",,"1-. ~"-,~ " - " ' - , '-,,' .=- -~j'."-''"'~L' JOHN T, LEWIS and CLAUDIA R. GIRRBACH, : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYL V ANlA Plaintiffs v, : NO, WESTHAFER CONSTRUCTION, INC" : CIVIL ACTION - LAW Defendant To: Westhafer Construction, Inc. c/o its attorney, Craig H. Diehl, Esquire Date of Notice: August 3, 2000 IMPORT ANT NOTTCR YOU ARE IN DEFAULT BECAUSE YOU HAVE FAILED TO ENTER A WRITTEN APPEARANCE PERSONALLY OR BY ATTORNEY AND FILE IN WRITING WITH THE COURT YOUR DEFENSES OR OBJECTIONS TO THE CLAIMS SET FORTH AGAINST YOU. UNLESS YOU ACT WITHIN TEN (10) DAYS FROM THE DATE OF THIS NOTICE, '.A JUDGMENT MAY BE ENTERED AGAINST YOU WITHOUT A HEARING AND YOU MAY LOSEYOUR PROPERTY OR OTHER IMPORTANT RIGHTS. YOU SHOULD TAKE TillS NOTICE TO A LAWYER AT ONCE. IF YOU DO NOT HAVE A LAWYER, OR CANNOT AFFORD ONE, GO TO OR TELEPHONE THE FOLLOWING OFFICE TO FIND OUT WHERE YOU CAN GET LEGAL HELP. Cumberland County Bar Association 2 Liberty Avenue Carlisle, P A 17013 (717) 249-3166 .. . / Theodore A, Adler, Esquire Attorney I.D, No, 16267 2331 Market Street Camp Hill, PA 17011-4642 Telephone: (717) 763-1383 Attorneys for Plaintiffs , "'~ I , \'. I, I t I ~! I I I U,S, POSTAL SERVICE C RTIFICA TE OF MAILING MA v BE USED FOR DOMESTIC AND INTERNATIONAL MAil. DOES NOT PROVIDE FOR INSURANCE-POSTMASTER Recei'tied From: ji M Ii " fJ Ii I' M I I l; " PS Form 3817. Ma" 1989 .U.S. G.P.O.: 1992. 329-823/6923: i~ Ii f ~i I " I' I r , <...-"_..","".,-, ... ,,-,..--. - '.," ,- ^" . ,. '; ,~:.,-, ' . -'>>~,-~- -- c- ---.,-~,,<-j;;-, . _-S'",_"":",~_, ,.-"" -"i~ , JOHN T. LEWIS and CLAUDIA R. GIRRBACH, Plaintiffs : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYLVANIA v. : NO. 00-4794 CIVIL TERM WESTHAFER CONSTRUCTION, INC., : CIVIL ACTION - LAW Defendant NOTICE TO PLEAD TO: John T, Lewis and Claudia R. Girrbach c/o Theodore A. Adler, Esquire REAGER, ADLER & COGNETTI, P,C, 2331 Market Street Camp Hill, PA 17011-4642 YOU ARE HEREBY NOTIFIED TO FILE A WRITTEN RESPONSE TO THE ENCLOSED NEW MATTER WITHIN TWENTY (20) DAYS FROM SERVICE HEREOF OR A mDGMENT MAYBE ENTERED AGAINST YOU, Respectfully submitted, LAW OFF1CES OF CRAIG A. DIEHL Date:-.A "JU4 t 'l, ~ODO By: ~Q, lr.11 Craig ~, Diehl, Esquire Attorney ID No, 52801 3464 Trindle Road Camp Hill, PA 17011 (717) 763-7613 Attorney for Defendant ,- " ~'~ - . -~. ,,--.-, '" '.'~. ,-,' " . ",_0,"0,__ '.;,;.h ",= ., ~ ..I _,_,.~.,;" ' C;.~. ,-,~--;.,.';, ,'~- ,JJ'~ _ '''''''';:,j I JOHN T. LEWIS and CLAUDIA R. GIRRBACH, Plaintiffs : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYLVANIA v. : NO. 00-4794 CIVIL TERM WESTHAFER CONSTRUCTION, INC., : CIVIL ACTION - LAW Defendant ANSWER WITH NEW MATTER 1. Admitted, 2, Admitted, COUNT I - BREACH OF CONTRACT 3, Denied, No written contract exists, A written bid was prepared, Work by Defendant was to be performed on a time and material basis. A price not to exceed based upon the allowances set forth in the bid was agreed upon at $202,074,58, The written proposal speaks for itself. 4, Admitted in part, Denied in remainder. It is admitted that a schedule of completion was agreed upon prior to commencement of work, However, Plaintiffs requested numerous changes and directly caused significant delays which adversely impacted the schedule of completion as hereinafter described: A. Numerous electrical changes; B, No design for front porch; I - , ,.. c e_" -,"" "". ,~.,"C. - "'__.-'. 'Y, ~; w.,_,,,.,_ .;__, _'" ,'_ _ ".'0,,,",, ,-...",-.,;o,"0.,"""";-''''~\'''' ,'"," :(f; C, Extra skylights; D, Interior wall changes; E, Delays waiting for CCD cabinet; F, Extra floor drains in basement; G, Replacement of rotten sub floor; H, Delay by Mr, Lewis in obtaining new roof sheeting; and I. Delay by Mr, Lewis in installing snow guard, It is denied that Defendant was the cause for failure to complete the project on time, 5, Denied, Defendant last performed work on August 20, 1999, 6, Admitted in part, Denied in remainder. It is admitted that a letter dated September 8, 1999 exists, Any and all contents of said letter are denied in that Plaintiffs refused to pay outstanding invoices, 7, Denied, Defendant responded to Plaintiffs' letter by sending a Notice of Mechanics Lien Claim to Plaintiffs, Defendant did not complete the project due to nonpayment by Plaintiffs, 8, Denied, Defendant performed the following work in a workmanlike manner: A. Demolition was completed; B, Electrical work performed consisted of: (1) All boxes were set for switches and receptacles, however, Plaintiffs requested Defendant to relocate many of them; (2) CCD Panels were never received; 2 0"'0. ---, 'c_.'-' - " ,,',,<".'..z,; .~~~;, -"0'/-_ ., ,,~,i " ' ";",'.,f _ .:.: ~,,-,;,>~,,,<,~<,,c.-J_> ,-, ,_"~r'..,,_ .. "<"L:";c<, (3) Defendant had to relocate many light locations pursuant to Plaintiffs' requests; C, Cleaning and grubbing were completed; D, Framing was completed per proposal except for front porch in which Defendant never received any prints and changes made by Plaintiffs; E, Windows and sliders were installed per bid; F, Skylights were not part of bid and was an extra; 0, Heating and air conditioning was 90% complete; H. Roof was completed except for changes made to the front porch; , L Insulation was completed; J, Gas piping was completed even though it was an extra cost; I K, Sheet rock was not completed because Plaintiffs chose to handle themselves; L, Painting was not completed because drywall was not completed; M, Siding, gutters and flashing were not completed because Plaintiffs chose to handle themselves; N, Grading and seeding were not completed because Plaintiffs desired to complete themselves, Also, was not part of bid; 0, Paving of driveway was not completed because Plaintiffs desired to complete themselves, Also, was not part of bid; 3 _J T" k , .,~ --, ,', ;~ ,', '.",' -,~,' ~'''--", "'- - ';-'-'~":~ ~,~;,,~>,- ".- ,,,,~,,,<.--",,",-$,'. p, Flooring, tile and carpet were not completed because Plaintiffs chose not to accept the designated allowances per the bid and agreed to take care of themselves; Q. 1nterior and exterior doors were not completed because Defendant pulled off job for nonpayment; R. Kitchen cabinets were not completed because Plaintiffs chose not to accept the designated allowances and hired Mateer Custom Cabinetry; S, Kitchen counter tops and appliances were to be handled directly by Plaintiffs; and T, Interior trim was not completed because Defendant pulled off job for nonpayment. 9, Denied, Such averment contains conclusions of law to which no responsive pleading is required, 10, Denied, A. All employees and subcontractors were duly qualified; B, Installation of materials and systems were done pursuant to code or good, workmanlike standards; C, Due to numerous changes and delays caused directly by Plaintiffs, it became impossible to complete the job as originally agreed upon; D, Plaintiffs failed to provide necessary materials and withheld monies which were never agreed to, Plaintiffs also refused to pay for completed work; 4 ;'N '-,-,' "-".,-" , -~-. --.'-' --~.,,--, ..,-.-,.>" "',-"-__,_~;~._'_o,i'f.'_'_*'..k",' '-.:.";"_ ~"" -,,-~-.. -.! E, Defendant believes that all percentages reflected on invoices accurately depict the progress of the project; F, Defendant constructed all work in a workmanlike manner combined with an accepted quality of construction; and G, Plaintiffs' actions made it impossible to complete the job on time, 11, Denied, Plaintiffs requested Defendant to modify the framing, electrical, and numerous other items on almost a daily basis, 12, Denied, Plaintiffs did not pay Defendant and subsequently informed Defendant that payment was not due until the project was complete, 13, Denied, Although a partial payment was made, Defendant disputes that any payment made was for an accurate amount. 14, Denied, It was the breaches by Plaintiff and refusal to pay invoices that caused Defendant to stop work on the project. 15, Denied, After reasonable investigation, Defendant is without sufficient knowledge to form a belief as to the truth of said averment. 16, Denied, After reasonable investigation, Defendant is without sufficient knowledge to form a belief as to the truth of said averment. 17, Denied, After reasonable investigation, Defendant is without sufficient knowledge to form a belief as to the truth of said averment. WHEREFORE, Defendant, Westhafer Construction, Inc" respectfully requests this Honorable Court to dismiss Count I with prejudice and order such other relief as is just and equitable, 5 ..............- .,J -,-~ .. "',' . :..:;, ''''''--',.;c,'>- -'."ii.._"''''' . -_,,-, , -'-"-~-'",.;",_o,\,_-. "(,""0"" " --:"'';-,,( COUNT II - VIOLATION OF THE PENNSYLVAN1A UNFAIR TRADE PRACTICES AND CONSUMER PROTECTION LAW 18, Denied, Defendant incorporates its answers to the averments of paragraphs 1-17 above as if set forth fully herein, 19, Denied, Said averment contains conclusions of law to which no responsive pleading is required, 20, Admitted, Defendant confirms that the breakdown shown on Exhibit "D" accurately reflects the work completed, 21, a,-k, Denied, Defendant did not misrepresent the work performed and for which payment is sought. Exhibit "D" properly reflects the work performed, 22, Denied, Defendant's request for payment was accurate and based on work completed, 23, Denied, Defendant's request for payment was accurate and based on work completed, 24, Denied, Said averment contains conclusions of law to which no responsive pleading is required, 25, Denied, Said averment contains conclusions of law to which no responsive pleading is required, 26, Denied, Defendant did not misrepresent the work performed and for which payment is sought. Exhibit "D" properly reflects the work performed, 27, Denied, Defendant's request for payment was accurate and based on work completed, 6 " >', _"<co, <' ." :"~.. ---"-"_,,,,, "^">'-'> ,,.-"~" '''.-'''''"'~:'; "".,.^",~".-- ":''-''<<,-0' "\'-,;il 28, Denied, Said averment contains conclusions of law to which no responsive pleading is required, 29, a,-b, Denied, After reasonable investigation, Defendant is without sufficient knowledge to form a belief as to the truth of said averment. 30, Denied, Said averment contains conclusions of law to which no responsive pleading is required, WHEREFORE, Defendant, Westhafer Construction, Inc., respectfully requests this Honorable Court to dismiss Count 11 with prejudice and for such other relief that this Court deems just. NEW MATTER 31, Plaintiffs requested and consented to numerous change orders but have failed to pay for these requested changes, 32, Plaintiffs' actions resulted in making it impossible to perform the project per the completion schedule due to their failure to pay invoices timely, unilaterally deciding to hold a retainage amount which was never agreed upon, failure to provide prints to complete the front porch, and failure to timely perform tasks which Plaintiffs wanted to handle themselves, 33, Defendant was justified in refusing to complete the project due to nonpayment by Plaintiffs, withholding retainage amounts never agreed upon, and failing to pay for "extras" that Plaintiffs requested, WHEREFORE, Defendant, Westhafer Construction, Inc" respectfully requests this Honorable Court to dismiss the Complaint with prejudice, 7 ,- --~ , Dated: August -1-, 2000 . ,-_ -. ~-__l'~' _ ~, - .,,>..,' .<f;'~'. _''_' ."d-., ;,,-,_- ;;..,b,Si"" i~~,__-~'-;i;,i,..-.;:~>"-"~;"<;-:.~,,,,..-~_ ., _",_c_,;~ Respectfully submitted, LAW OFFICES OF CRA1G A. DIEHL By: ~a.lJ~ Craig K Diehl, Esquire Attorney 1D No, 52801 3464 Trindle Road Camp Hill, PA 17011 (717) 763-7613 Attorney for Defendant 8 I" .-,,~ '.' ' _. ,e._;";-- ,- 0'_' '- <: -, ,,_-"~_ . -'" '_."~~.:.._,;i;.: <" :;,,~. ,._~',,,,,;~ ':;,.;. ;--!, -$~ ;;..~-:-S,;,,,,:;;.~;;.;-,;,S <~J\ <.:-_~' <--~::; JOHN T. LEWIS and CLAUDIA R. GIRRBACH, Plaintiffs : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYLVANIA v. : NO. 00-4794 CNIL TERM WESTHAFER CONSTRUCTION, INC., : CIVIL ACTION - LAW Defendant VERIFICATION I, STEVE E. WESTHAFER, President of WESTHAFER CONSTRUCTION, INC., VERIFY that the statements set forth in the foregoing ANSWER WITH NEW MATTER are true and correct to the best of my knowledge, information and belief, I understand that false statements herein are made subject to the penalties of 18 Pa, C,S, 4904 relating to unsworn falsification to authorities, WESTHAFER CONSTRUCTION, me. Dated: g/3/BO f I By: ~ --, -.J.,__,,,_,"_ - -,,-'-- '-,- "~-'-'~- -, _,:;;., '0'--' -"^":':,,.- ;.;_._,__ ,;,.~-,_-~"': ~__c:i;!-:~;j':'-J:;~','~<j,;;";>_~.::e_-_}' ,," ~ / ,J:: _'-';' I . JOHN T. LEWIS and CLAUDIA R. GIRRBACH, Plaintiffs : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYLVANIA v. : NO. 00-4794 CIVIL TERM WESTHAFER CONSTRUCTION, INC., : CIVIL ACTION - LAW Defendant CERTIFICATE OF SERVICE The undersigned hereby certifies that on the date hereof, a copy of the foregoing ANSWER WITH NEW MATTER was served by way of United States mail, first class, postage prepaid, addressed as follows: Theodore A. Adler, Esquire REAGER, ADLER & COGNETTI, P,C, 23 31 Market Street Camp Hill, PA 17011-4642 LAW OFFICES OF CRAIG A. DIEHL Dated: August L, 2000 By ~_-' 1, /? ~mussen, Legal Assistffiit 3464 Trindle Road Camp Hill, P A 17011 (717) 763-7613 ~ .. .. JOHNT, LEWIS and CLAUDIA R. GIRRBACH, : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYLVANIA Plaintiffs v, : NO, 00-4794 CIVIL TERM WESTHAFER CONSTRUCTION, INe" : CNIL ACTION - LAW Defendant PLAINTIFFS' RRPLY TO NRW MATTRR 31. DenIed, On July 23, 1999, Defendant submitted to Plaintiffs an application for payment in the amount of$95,180,80, On August 16, 1999, it abandoned the Project. On August 23,1999, Plaintiffs mailed a check to Defendant in the amount of$85,662,79, representing ninety percent (90%) of the application for payment. Ten percent (10%) was held back for retainage, by agreement of the parties, Defendant cashed the check without protest. Defendant never returned to the Project, nor did it ever claim that it had abandoned the Project because of unpaid change orders, 32" Denied, Plaintiff received one application for payment prior to Defendant abandoning the Project. It was paid within thirty (30) days, less ten percent (10%) for retainage as agreed to by the parties, All necessary plans were provided to Defendant and Plaintiffs did not perform any work. Moreover, at no time did Defendant advise Plaintiffs that it was "impossible" for it to perform its work in accordance with the completion schedule, 33, Denied as a legal conclusion, In further response, Plaintiffs incorporate herein by reference their replies to paragraphs 31 and 32 of Defendant's New Matter. Jj , ^ " , .. '. WHEREFORE, Plaintiffs, John T, Lewis and Claudia R. Girrbach, respectfully request this Honorable Court to enter judgment as demanded in Counts I and II of the Complaint. Date: August 22, 2000 ~~/ Theodor A, Adler, Esquire Attorney I.D, No, 16267 Thomas 0, Williams, Esquire Attorney I.D, No, 67987 2331 Market Street Camp Hill, PA 17011-4642 Telephone: (717) 763-1383 Attorneys for Plaintiffs 2 ~ , , . . VERIFICA TION I, JOHN T, LEWIS hereby verify that the averments of the foregoing pleading are true and correct to my personal knowledge, information and belief, I understand that false statements herein are made subject to the penalties of 18 Pa.C.S, ~4904, relating to unsworn falsification to authorities, ~-\S JOHN T, LEWIS Date: ''g'-;;J -(? 0 "') - .. . CERTIFICATE OF SERVICE AND NOW, this 22nd day of August, 2000, I hereby verify that I have caused a true and correct copy of the DEFENDANTS' REPLY TO NEW MATTER to be placed in the US, mail, first class, postage prepaid and addressed as follows: Craig A, Diehl, Esquire Linda A. Clotfelter, Esquire LAW OFFICES OF CRAIG A. DIEHL 3464 Trind1e Road Camp Hill, P A 17011 THEO ORE A. ADLER, ESQUIRE I"" !.' .,,-';"-- "i<-"'~i.-'O ,"",,;J, '""lInli'"'~'"'' '':'ldI.''''~Mll-~'' . " ,-~ ~ :.iiliiIiid j-. H,<,,",,_ '.., # (") 0 ,-' C D ~< -< ",. -0 [C r- rn no; d5 " z ::r., , , z C ", ~ ~::'-~: 1""'::' ,.., C::C.I .... , c:) j;: C) , ~ =, ;i;~~ :eel :...~) Pc:: <) -7 -" L- "",- =< c..""> :0 -:;: ~ I i ! ~- 'I"~' ~ , - =" "-"'. - , WESTHAFER CONSTRUCTION, : IN THE COURT OF COMMON PLEAS OF INC" : CUMBERLAND COUNTY, PENNSYLVANIA J;'laintiff V. JOHN T, LEWIS and CLAUDIA R. GIRRBACH, Defendant : NO, 99-6418 CIVIL TERM JOHN T, LEWIS and CLAUDIA R. GIRRBACH, Plaintiffs : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA V. WESTHAFER CONSTRUCTION, : N ,2000-4794 CIVIL TERM INC" Defendants : CIVIL ACTION LAW ORDER OF COURT AND NOW, this 8TH day of SEPTEMBER, 2000, the hearing scheduled for October 6, 2000, at 9:30 a.m. on the case docketed to 99-6418 is CONTINUED, A llilll: im:y tria] is scheduled on both cases for JanullQ' 5_ 2001. at 8-30 a m., continuing into January 8, 2001. Court Administrator ErlWMdE2:: ~ 9 - '8-00 "R X.3 Craig A, Diehl, Esquire Theodore A, Adler, Esquire ,~~',,~ ~~ . ~ ~ ----lilllllll"- .,,'".,,~ ,,~. , ~ JOHN T, LEWIS and CLAUDIA R, GIRRBACH, : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYLVANIA Plaintiffs :/ : NO, 00-4794 CIVIL TERM v, WESTHAFER CONSTRUCTION, INC" : CIVIL ACTION - LAW Defendant *********************** WESTHAFER CONSTRUCTION, INC" : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA Plaintiff v, : NO, 99-6418 MLD TERM JOHN T, LEWIS and CLAUDIA R. GIRRBACK, : CNIL ACTION - LAW Defendants ORDER J.\ AND NOW, this /3 day of September, 2000, upon agreement of the parties, it is hereby ORDERED that the above captioned cases are consolidated for all future proceedings, including trial. Edward E, Guido, J, . ~\)O ~/ o.:.\~ , -. < ~ _1l!I..;'4J!''-:$1!tIJI__I\...__ ~ _~I .~ ~.,~'",. " {\ !~ :._- '- '-: ,.)...",/!....'.,:;",(...-, FEI\!i\!-3 ',,'t " ,~,: I.: 9 (\'--J: i\i'-I'J ~~...,./....... I \ I tIJ/'i\iIA ~m~'!f',t!'i!\,mlii$;'l'F~';m,1l~'111~j~"lIilIjl'!IfM""_,!Il~~I!lI'~~~~"",,,,,,~,~~ - "" - . ~ j"-,,,:, " REAGER, ADLER & COGNETTI, PC ATTORNEYS AND COUNSELORS AT LAW o SEP 13 2000 2331 MARKET STREET CAMP Hill, PENNSYLVANIA 17011-4642 717-763-1383 TElEFAX 717-730-7366 WEBSITE: ReagerAdlerPC,com THEODORE A. ADLER + DAVID W, REAGER MARIA p, COGNETTI ++ , LINUS E. FENIClE DEBRA DENISON CANTOR THOMAS 0, WilLIAMS SUSAN H, CONFAIR PETER L. lEONE Writer's E-Mail Address:taadler@epix.net + Certified Civil Trial Specialist ++ Fellow, American Academy of Matrimonial Lawyers September 11, 2000 Honorable Edward E, Guido Cumberland County Courthouse 1 Courthouse Square Carlisle, P A 17013-3387 RE: John T. Lewis and Claudia R, Girrbach v, Westhafer Construction, Inc. Our File No, 99-724 Dear Judge Guido: Pursuant to your directions, r am enclosing a proposed Consolidation Order in the captioned matter, A copy of this proposed order is also being sent to Mr, Diehl. rfyou have any questions regarding the proposed Order, please do not hesitate to contact me, TAA/cmc Enclosure cc: Craig Diehl, Esq, (w/encl.) ~= ~: JOHN T, LEWIS and CLAUDIA R, GlRRBACH, : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYL V ANlA Plaintiffs v, : NO, 00-4794 CNIL TERM WESTHAFER CONSTRUCTION, INC" : CNIL ACTION - LAW Defendant CERTIFICATE OF SERVICE AND NOW, this 6th day of October, 2000, I hereby verifY that I have caused a true and correct copy of the Plaintiffs' Answer to Defendant's First Request for Production of Documents to be placed in the U,S, mail, first class, postage prepaid and addressed as follows: Craig A, Diehl, Esquire Linda A, Clotfelter, Esquire LAW OFFICES OF CRAIG A, DIEHL 3464 Trind1e Road Camp Hill, P A 17011 /1 1 i ! /7" '..V' i T eodore A. Adler, Esquire ~~lr~itt~.!r~tM"~~~ .~ -~" ~ ",.' -. . .-~ ~iU ,",w--lIIlt!-I.~ll o S -oi~~ rnfn Z:D ;;;;r:;::: ~tj ~;8 >t= ~ =< '-' H o o .::::> c.., -~~ () -on o -~ ,~~~;, ,@~ --1 ,~. :q "" ~ r::- o V' 02 ,- ~~~ ~., "''''i JOHN T, LEWIS and CLAUDIA R. GIRRBACH, : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYL V ANlA Plaintiffs v, : NO, 00-4794 CNIL TERM WESTHAFER CONSTRUCTION, INC" : CNIL ACTION - LAW Defendant CERTIFICATE OF SERVICE AND NOW, this 6th day of October, 2000, I hereby verify that I have caused a true and correct copy of the Plaintiffs' Answer to Defendant's First Set of Interrogatories to be placed in the U.S, mail, first class, postage prepaid and addressed as follows: Craig A, Diehl, Esquire Linda A. Clotfelter, Esquire LAW OFFICES OF CRAIG A. DIEHL 3464 Trindle Road Camp Hill, PA 17011 The dore A. Adler, Esquire 'l' "," R__41~~]fij[mJ.i'-n.t~flfi~__~~.Mlii1Iil!'Wm--.&""' , <" ,_J" .lllmUlf ",",,' " __'IU1V". "' o c < L1C~ nlQ~: Z_'~ Z'':;; (J) "'.:-, -<:~ r:: C) >C" Zt--< S>C ~ L..; -', C) c:) o (') --1 o -n o C) -!", -_.::.-n ':..;C~ )':.:;l'f'l "_J > :::< -::J r :::> Ul -'~ I i ~~~! " c.~~- - "- ~-~ ~"'" "=~_ " ~ -" "':U~~'"l " ~'~-j,!h' -~ tJ. NDV 0 1 2000ih JOHN T, LEWIS and CLAUDIA R, GIRRBACH, : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYL V ANlA Plaintiffs v, : NO, 00-4794 CIVIL TERM ./ WESTHAFER CONSTRUCTION, INC" : CIVIL ACTION - LAW Defendant *********************** WESTHAFER CONSTRUCTION, INC" : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYL V AN1A Plaintiff v, : NO, 99-6418 MLD TERM JOHN T, LEWIS and CLAUDIA R. GIRRBACH, : CIVIL ACTION - LAW Defendants ORDER (..'" AND NOW, this day of November, 2000, upon consideration of the Motion of John T, Lewis and Claudia R, Girrbach to compel answers to request for production of documents propounded upon Westhafer Construction, Inc" it is hereby ORDERED that W esthafer Construction, Inc, shall serve upon Lewis and Girrbach' s counsel documents responsive to the request for production of documents within Z () days of the date of this Order. -It is fUJ.ti:J.cr ORDERED LlJ.dt ~[th" aesaHlems arg "l'\nt cprvprlllprm r.rmnF:el within - day", \Vl;;"tiJ.af,-,J. vv~ll ~'-' pJ.,-,,-,ll.ld,-,d frenlsfferiHg a8SlUIlsRts at the. triaJ ^ft"h-ij!' ~a"p---., /(1 '1,h;,...h ~'-.T8l:tld IJ.avl;; bt:it:lllti"pvu,:)~v,-, tv 1iJ.~ H"''iuti~l [UI pludu",L~Ull U[ dU\,jWll~Hl,:)" Lt is:R.niJ.:ier OItD[,REfJ. dIal ~~ti~dJ.afG.L CSREtl:llrtiQ:t:l3 Tn,... ~ ch~l1 p:::l)l tn T P:url~ :::lnil Okibadl tile; alllUUul U[ $: for attorneys fees in preoarinf and pre."ntin~ .aid ~ By the Court, J / . A~ J, t" __1Il'l "l1'~" * ,.. Jm!Illil " ~. ~ r , Fl. ED-OfFICE OF ' ,cr::TO\lOTl\.qy j ~~ 13, f J~ 00 Nt)\! -6 1;.1'\ 10: 4! CU\viBtHi...A'iD COUNTY PENNSYLVANIA , .... '- r !J!.l!_11ll!%!lllf~_~~~"fl"-"l"""~%1!0'~'~ ~~!W!m~iW~~ -'~~" .- , " ~--~ ""~ ~ ~ '-, L:." , JOHN T, LEWIS and CLAUDIA R. GIRRBACH, : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYLVANIA Plaintiffs v, : NO, 00-4794 CIVIL TERM WESTHAFER CONSTRUCTION, INC., : CNIL ACTION - LAW Defendant *********************** WESTHAFER CONSTRUCTION, INC" : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA Plaintiff v, : NO, 99-6418 MLD TERM JOHN T, LEWIS and CLAUDIA R, GIRRBACH, : CNIL ACTION - LAW Defendants MOTION OF JOHN T. LEWIS AND CLAUDIA R. GIRRBACH TO COMPEL ANSWERS TO REQUEST FOR PRODUCTION OF DOCUMENTS PROPOUNDED UPON WESTHAFER CONSTRUCTION, INC. AND NOW, come John T, Lewis and Claudia R. Girrbach, by and through their attorneys Reager & Adler, P,C, and file this motion to compel answers to request for production of documents propounded upon Westhafer Construction, Inc, and in support thereof aver the following: . 1. On or about February 14, 2000, Westhafer Construction, Inc. (hereinafter "Westhafer") filed a Complaint to enforce a mechanics' lien claim filed against real property owned by John T, Lewis and Claudia R. Girrbach, (hereinafter "Lewis and Girrbach") which Complaint was docketed at No,: 99-6418 in the Court of Common Pleas of Cumberland County, Pennsylvania, ~- . '" - T'--- ~. ," , ~~ - ;:n lir," 2, On or about July 5, 2000, Lewis and Girrbach filed a Complaint against Westhafer arising from the same subject matter as Westhafer's aforesaid Complaint which Complaint was docketed at No,: 00-4794 in the Court of Common Pleas of Cumberland County, Peunsylva]1ia, 3, By Order of this Honorable Court dated September 13, 2000, the aforesaid two (2) cases were consolidated for all future proceedings including trial. 4, On or about September 6, 2000, Westhafer served upon Lewis and Girrbach Interrogatories and Requests for Production of Documents, Lewis and Girrbach served timely answers to all discovery requests, 5, On or about September 8, 2000, Lewis and Girrbach served Westhafer with a request for production of documents, A true and correct copy of the aforesaid request (with cover letter) is attached hereto as Exhibit "A", 6, On or about September 7, 2000, Westhafer filed a Petition for Continuance, a true and correct copy of the aforesaid Petition for Continuance is attached hereto as Exhibit "B", 7, In the Petition for Continuance W esthafer specifically represented to the Court that it needed additional time to conduct discovery, 8, By Order of this Honorable Court dated September 8, 2000, the Court continued the case docketed to 99-6418 and scheduled a new non-jury trial on both cases for January 5, 2001. 9, In accordance with the Pennsylvania Rules of Civil Procedure, Westhafer's responses to the Request for Production of Documents propounded by Lewis and Girrbach on September 8, 2000, were required to be served upon Lewis and Girrbach on or before the expiration of thirty (30) days, or October 8, 2000, 2 -'''''~'~~~~~ ~." ~ ._, .. " . ~ ..........- .... 'i'~' ~, 10, By way ofa letter dated October 16, 2000, counsel for Lewis and Girrbach notified Westhafer' s counsel that the deadline for responding to the discovery requests had passed, A true and correct copy ofthe aforesaid letter is attached hereto as Exhibit "C", II, By way of a letter dated October 19, 2000, counsel for Lewis and Girrbach notified Westhafer' s counsel that if answers to the outstanding discovery were not received by October 30,2000, a motion to compel the answers would be filed, A true and correct copy of the aforesaid letter is attached hereto as Exhibit "D", 12, Despite assurances by Westhafer, by and through its counsel, that the discovery responses would be served upon Lewis and Girrbach's counsel on or before October 30, 2000, the answers to discovery have not been forthcoming, 13, As of the date of this motion no answers to the discovery have been received, 14, As of the date of this motion no objections to the discovery requests have been received or filed, 15, Inasmuch as this Honorable Court has set a trial date for the consolidated cases for January 5, 2001, Lewis and Girrbach are prejudiced by Westhafer's failure and refusal to provide answers to the discovery, 16, Westhafer' s failure and refusal to provide answers to the discovery requests constitutes a violation of the Pennsylvania Rules of Civil Procedure, 3 -"..~...,,-~, ~}.l "H. ~. ~',; WHEREFORE, John T, Lewis and Claudia R. Girrbach respectfully request this Honorable Court to enter an Order compelling Westhafer Construction, Inc, to provide documents responsive to the request for production of documents and to further award Lewis and Girrbach the cost and attorneys fees in preparing and presenting this Motion to Compel and to further preclude Westhafer from offering documents at the trial of this case that would have been responsive to the Request for Production of Documents, Respectfully submitted, REAGER LE P, Date: 1!?- 31- (')0 \ The dore A. A er, Esquire Attorney I.D, No, 16267 Thomas 0, Williams, Esquire Attorney I.D, No, 67987 2331 Market Street Camp Hill, PA 17011-4642 Telephone: (717) 763-1383 Attorneys for John T, Lewis and Claudia R, Girrbach 4 ,~ - "'" '"' ,-," ", (j JOHN T. LEWIS and CLAUDIA R GIRRBACH, : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYLVANIA Plaintiffs v. : NO. 00-4794 CML TERM WESTHAFER CONSTRUCTION, INC" : CML ACTION - LAW Defendant PI,AINTIFFS' REQlJEST FOR PROnIJCTTON OF nOCIJMF.NTS PROPOlJNT)RD UPON TIm DEFENDANT Pursuant to Pa, RC,P, 4003.3 and 4009, please furnish, at my expense, to my office within thirty (30) days, a photostatic copy or like reproduction of the following materials concerning this action or its subject matter which are in your possession, custody or control and which are not protected by the attorney/client privilege; or, in the alternative, produce the said matter at said time to permit inspection and copying thereof, I. Definitions and Instructions. As used herein: 1. The term "you" shall be deemed to mean and refer to the Defendant, Westhafer Construction, Inc, 2, "Document" means and includes any kind of written, typewritten or printed material whatsoever, including but not limited to papers, agreements, contracts, notes, memoranda, comments, correspondence, letters, telegrams, statements, invoices, record books, reports, studies, minutes, records, accounting books, transcriptions and recordings of which you have any knowledge or information, whether in your possession or under your control, relating to or pertaining in any way to the subject matters in connection with which it is used, and includes, without limitation, originals, all file copies, all other copies, no matter how or by whom prepared, and all drafts prepared in connection with such writings, whether or not used. 3, "Person" means and includes natural persons, corporations, partnerships, associations and any other kind of business or legal entity, 4, "IdentifY" or "identity," when used with respect to a person or persons, means to state the full name of each such person, his or her present or last known address, and his or her present or last known business affiliation, ,,"" :- ;.",-.i:':'::-':~j 5, "IdentifY" or "identity," when used with respect to a document or documents, means to: a. IdentifY each person or persons who wrote, signed, initialed, dictated, or otherwise participated in the creation thereof; b. State the date of preparation; c. IdentifY the addressee of all persons receiving copies thereof; d. Describe the type of document; e. State its present location; f, IdentifY each person who has custody or control thereof; and g, If the document was, but is no longer, in your possession or control or that of your agent or representative, state what disposition was made of the document. 6, "IdentifY" or "identity," when used with respect to oral communication or oral communications rneans to: a, IdentifY each person who participated in the making thereof; b. State the date of making; c, State the place of making; d. IdentifY each person who was present when such oral communication was made; e. IdentifY any document or other form of record made regarding the content of the oral communication; f: Describe the type of document; g, State the record's present location; and h, IdentifY each person who has custody or control of such record, 2 ,'I 7, "Refers to" means any document that relates to, mentions, concerns, reflects, discusses, analyzes, records, reports, or studies a particular subject or some aspect of the subject, or transmits, accompanies, forwards or is attached to documents relating to a particular subject; or which describes a particular subject regardless of whether the proper name, designation or title of the subject is specifically mentioned. Nonverbal documents relate to a subject if they depict or represent in any fashion the indicated subject. 8. The following general instructions shall govern the interpretation of responses made to these requests: a. Objections. If you contend that a response to a request for production calls, in whole or in part, for privileged documents, or if you otherwise object to any part of a request, or contend that any identified document would be excludible from production and discovery, please specify: 1. the reason for each such objection or ground for exclusion; 11, the identity of each person having knowledge of the factual basis, if any, on which the privilege or other ground is asserted; iii. the individual documents alleged to be privileged, the author thereof, the addressee, the date, and all copy recipients, b. Scope of Documents. Documents called for in these requests encompass all variety or character of materials in Defendant's custody and under his control. These requests admit no exception because documents are classified as "private," "personal," "sensitive," "proprietary," or the like. c. Lost or Destroyed Documents. Where documents responsive to these requests have been lost or destroyed, state: the date, last known location of the document, the last person in control or custody of the document and the reason for the document's loss or destruction, d, Revised, Amended and Superseded Documents. Documents called for herein include all documents relating to the indicated subject regardless of whether a particular document has been superseded, amended, revised, rewritten, redrafted, rejected or rendered obsolete, e, Marginalia, Notations, Etc, Documents, or copies of documents, otherwise identical, should be each individually produced if individual documents contained any communication, notation or recording that does not appear in another copy or that does not appear in the original. 3 , ~ " ,,- -, f. General Not Qualified by a Specific. In these requests, a gener~l and categorical request is no way limited to or qualified by specific items that are provided as examples of the general category. The enumeration of specific items is for illustrative purposes only and is not considered as a limitation. DOCUMF.NTS TO RF. PRODUCF.D 1. All documents prepared by and/orrefemid to by Westhafer Construction, Inc. (hereinafter "Westhafer'') in preparing its bid and/or estimate for the Project which is the subject of this lawsuit. 2. All project schedules prepared by and/or referred to by Westhafer for the Project which is the subject of this lawsuit. 3. All subcontracts including change orders with any and all subcontractors for the Project which is the subject of this lawsuit. 4, All purchase orders for materials ordered by Westhafer for the Project which is the subject of this lawsuit. 5, All proof of payment and documents of any kind evidencing payment by Westhafer to any and all suppliers and/or subcontractors for the Project which is the subject of this lawsuit. 6, All invoices and/or applications for payment from subcontractors for the Project which is the subject of this lawsuit. 7, All invoices and/or bills from material suppliers for the Project which is the subject of this lawsuit. 8, All documents indicating or evidencing payment from Westhafer to Westhafer's employees for the Project which is the subject of this lawsuit. 9, All foremen daily reports, superintendent reports or documentation of any kind regarding the work performed by Westhafer for the Project which is the subject of this lawsuit. 10, All records reflecting time worked by Westhafer employees and subcontractors on the Project which is the subject of this lawsuit. 4 =~, '-'''''-;;:::1 11. All delivery slips/tickets relating to materials delivered to the Project which is the subject of this lawsuit. 12. To the extent not produced under previous requests, any and all notes, reports, memoranda or docwnents of any kind whether in electronic form or written form relating to the Project which is the subject of this lawsuit. 13. To the extent not produced under previous requests, any and all correspondence between Westhafer and the Plaintiffs relating to the Project which is the subject of this lawsuit. 14. To the extent not previously produced under previous requests, any and all correspondence between Westhafer and any and all material suppliers or subcontractors relating to the Project which is the subject of this lawsuit. 15, Any and all time sheets submitted by or on behalf of all employees ofWesthaferworking on the Project which is the subject of this lawsuit. 16. Any and all photographs or videotapes depicting the Project which is the subject of this lawsuit. 17, Any and all documents Westhafer claims contain the terms of the agreement between Westhafer and the Plaintiffs including any and all change orders, 18. All docwnents Westhafer intends to offer or introduce as exhibits at the trial of this case. Date: September 8, 2000 Theodo e A. Adler, Esquire Attorney I,D. No, 16267 Thomas 0, Williams, Esquire Attorney I.D, No. 67987 2331 Market Street Camp Hill, PA 17011-4642 (717) 763-1383 Attorneys for Plaintiffs 5 , ~~~=~~ , '" ,-- ~.'. "" ~"- ~ -;;;""-"i.ii CRRTTFTCATR OF SRRVTCF, AN][) NOW, this 8th day of September, 2000, I hereby verify that I have caused a true and correct copy of the Plaintiffs' Request For Production ofDocUIDents Propounded on Defendant to' be placed in the U.S, mail, first class, postage prepaid and addressed as follows: Craig A. DieW, Esquire Linda A. Clotfelter, Esquire LAW OFFICES OF CRAIG A, DIEHL 3464 Trindle Road Camp Hill, PA 17011 !~ {;y Theodore A. Adler, Esquire i~" ~ ~ -- ~ 0 ~ 'k. . ,. '1 R...~GER, ADLER & COGNETTI, ~., ATTORNEYS AND COUNSELORS AT LAW 2331 MARKET STREET CAMP HILL, PENNSYLVANIA 17011-4642 717-763-1383 TELEFAX 717-730-7366 WEBSITE: ReagerAdlerPC,com THEODORE A, ADLER + DAVID W,REAGER MARIA p, COGNETTI ++ LINUS E. FENICLE DEBRA DENISON CANTOR THOMAS 0, WILLIAMS SUSAN H, CONFAIR Writer's E-Mail Address:taadler@epix.net + Certifted Civil Trial Specialist ++ Fellow. AmeriCan Academy of Matrimonial Lawyers September 8, 2000 Craig A. Diehl, Esquire LAW OFFICES OF CRAIG A, DIEHL 3464 Trindle Road Camp Hill, PA 17011 RE: John T. Lewis and Claudia R. Girrbach v, Westhafer Construction, Inc, Our File No, 99-724 Dear Craig: Enclosed for service upon you, please find Plaintiffs' Request for Production of Documents Propounded upon the Defendant in the above-captioned matter. TAAlcmc Enclosure cc: John T. Lewis (w/o encl.) ~ "'~. " "~~\;ci SEP 0 7 2000rf' JOHN T. LEWIS and CLAUDIA R. GIRRBACH, Plaintiffs : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYLVANIA v. : NO. 00-4794 CIVIL TERM 0 => , ~ c a .' -- ,; g}~r' ;/) .--- ,." '- -u '- ;.:. C~ u: '-- -" r;C: , '-' :.c- .~~ ::-=-' ~c .. -~(-- .. >~ CJ " 2: ~, '" =< ,......). ~> 'D --, =< WESTHAFER CONSTRUCTION, INC., : CIVIL ACTION - LAW Defendant PETITION FOR CONTINUANCE To The Honorable Edward E, Guido: AND NOW COMES Defendant, Westhafer Construction, Inc" by and through its counsel, Law Offices of Craig A. Diehl, and respectfully presents this petition for continuance of the hearing scheduled for October 6, 2000, setting forth the following reasons and facts relied upon to justify a continuance: 1. Plaintiffs filed their Complaint on July 5, 2000 and service was accepted on July 11, 2000. 2. Defendant's Answer was filed on August 9,2000 which contained New Matter and a Notice to Plead, 3, Plaintiffs' Reply to New Matter was received on August 22,2000, 4, Based on the pleadings, Defendant needs a sufficient amount of time to conduct discovery. 1 , ~ . ~_ 0 < - ';~ ~ ..'.f' - ",. 5. Defendant served Plaintiffs with written Interrogatories and a Request for Production of Documents on September 6, 2000, a mere nine (9) business days from the close of pleadings. 6. Responses to these discovery requests would not be due until the date set for trial. 7, Counsel for Defendant will also be unavailable on October 6, 2000. 8, Defendant's counsel.was selected on September 1, 2000 to represent the Middle States Tennis Association in a professional tennis tournament in Jackson, Mississippi which runs from October 4-8, 2000, 9, Counsel for Plaintiff has not had an opportunity to consult with his clients regarding the requested continuance as of the time of filing said petition, 10" This is the first request for a continuance. WHEREFORE, Defendant, Westhafer Construction, Inc" respectfully requests that this Honorable Court grant a continuance of this action. Respectfully submitted, LAW OFFICES OF CRAIG A, DIEHL Dated: .c;', A te.~ bu 6, 1.QCO I By: ~, /s.;1.e Craig . Diehl, EsqUlre Attorney ID No. 52801 3464 Trindle Road CampHill,PA 17011 (717) 763-7613 Attorney for Defendant 2 .~w;w"'--- , JOHN T. LEWIS and CLAUDIA R. GIRRBACH, Plaintiffs : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYLVANIA v. : NO. 00-4794 CIVIL TERM WESTHAFER CONSTRUCTION, INC., Defendant : CIVIL ACTION - LAW CERTIFICATE OF SERVICE The undersigned hereby certifies that on the date hereof, a copy of the foregoing PETITION FOR CONTINUANCE was served by way of United States mail, first class, postage prepaid, addressed as follows: Theodore A. Adler, Esquire REAGER, ADLER & COGNETTI, p,c. 2331 Market Street Camp Hill, PA 17011-4642 LAW OFFICES OF CRAIG A. DIEHL Dated: September l, 2000 ~ / B~ Helen , asmussen, Legal Assistant 3464 Trindle Road Camp Hill, PAl 70 11 (717) 763-7613 o.>..:;j;,i"ti REAGER & ADLER, PC ATTORNEYS AND COUNSELORS AT LAW 2331 MARKET STREET CAMP HILL, PENNSYLVANIA 17011-4642 717-763-1383 TELEFAX 717-73()"7366 WEBSITE: ReagerAdlerPC,com THEODORE A. ADLER + DAVID W, REAGER LINUS E, FENICLE DEBRA DENISON CANTOR THOMAS 0, WILlIAMS SUSAN H. CQ~., PETER L.~~. "'o~,",,_ :"~:' +certifiedCiviITriaI'~';: Writer's E-Mail Address:taadler@epix.net October 16, 2000 via Telecopier Craig A. Diehl, Esquire LAW OFFICES OF CRAIG A. DIEm;,': ' 3464 Trind1e Road Camp Hill, P A 17011 RE: John T, Lewis and Claudia R. Girrbach v. Westhafer Construction, Inc. Our File No, 99-724 Dear Craig: The deadline for responding to our discovery requests has passed, Pleas advise me when I will receive your answer, Also, if you wish to inspect the property, it must be done within the next three (3) weeks, since the property may be sold by mid November, Please advise, Tht / Very truly TAAlcmc cc: John T. Lewis ~< ^. ~:! " ~~ , ~ ~~ ""'~~'" Send Confirmation Report IO: 717 730 7366 Name: REAGER & ADLER pc- 10116100 14:23 Page 1 Pages Mode Status 21 2 EC 96 completed....,..,......,..,........,....,..,.... Usage Phone Number or IO Type JOb Start time 265 10/16 14:22,:.. Total: 1 '01" 7638293................l......... Send............ 1 J01" Pages sent: 2 Pages printed: 0 .C____'d_. "'"">"':';C"V.' ~-- o,o~!"'''''_''':' ',',"'-, -...,',', ,-=-- ,i$"',.' ".;, --.----.c-. F A c s I M I L E To: Craig A. Diehl, Esquire Fax: (717) 763-8293 Re: Our File No,: 99-724 Pages: 6 including this cover sheet. Date: October 16, 2000 Message: Please call Chris at (717) 763-1383 if there is any problem in transmission. The information contained in this telefacsimile is transmitted by an attorney. It is privileged and confident'ial, intended only for the use of the individual or entity named above. If the reader of this message is not the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. .fthis communication has been received in error, please immediately notify us by telephone, collect if necessary, and return the original message to us at the above address via the U.S. Postal Service (we will reimburse postage). Thank you. From the desk of... Theodore A. Adler, Esquire Reager & Adler, PC 2331 Market Street Camp Hill, P A 17011 717-763-1383 Fax: 717-730-7366 ~ -, ,- ~- ~,,--' REAGER & ADLER, PC ATTORNEYS AND COUNSELORS AT LAW 2331 MARKET STREET CAMP HILL, PENNSYLVANIA 17011-4642 717-763-1383 TELEFAX 717-730-7366 WEBSITE: ReagerAdlerPC,com THEODORE A ADLER + DAVID W, REAGER LINUS E, FENICLE DEBRA DENISON CANTOR THOMAS 0, WILLIAMS SUSAN H. CONFAlR PETER L, LEONE Writer's E-MaU Add....: taadlOf@epix,net + Certified Civil Trial S_ October 19,2000 via Telecopier Craig A. Diehl, Esquire , LAW OFFICES OF-GRAIG A. DIEHL 3464 Trindle Road Camp Hill, PA 17011 RE: John T, Lewis and Claudia R. Girrbach v. Westhafer Construction, Inc, Our File No, 99-724 Dear Craig: This will confirm that the Lewis/Girrbachs have an agreement to sell the captioned property, Because of the mechanics' lien that has been attached to the property, we have agreed to escrow an amount equal to the lien from the proceeds of the sale. In exchange, your client will agree to release the property from the lien, The funds will be placed in an interest bearing escrow account and will be released at the conclusion of the litigation, I will forward to you a proposed escrow agreement and release oflien within the next week, As to the outstanding discovery, please advise Mr. Westhafer that if! do not receive his answers by October 30, 1000, we will have no choice but to seek an order from the court compelling the answers. Thank you, TAAlcmc cc: John T, Lewis ~ ',"",0 .~~,_ ~ Name: REAGER & ADLER PC- Send Confirmation Report 1D: 717 730 7366 10/19/00 11 :39 Page 1 Job Start time Usage Phone Number or 10 Type Pages Mode S1;atus 347 10/19 11 :38,.., 0'50. 7638293,..""",.."..""",.. , Send....,......, 2/ 2 EC 96 Compl et ed,..",..""..,.", .................... Total: 0'50. Pages sent: 2 Pages printed: 0 -~ri . . F A c s M I L E To: Craig A. Diehl, Esquire Fax: (717) 763-8293 Re: Our File No.: 99-724 Pages: ;2, including this cover sheet. Date: OctOber 19,2000 Message: Please call Chris at (717) 763.1383 ifthere is any problem in transmission. The information contalned in this telefacsimile is transmitted by an attorney. It is privileged and confidential, intended only for the use of the individual or entity named above. If the reader of this message is not the intended recipient, you are hereby notlfied that any dissemination, distribution or copying of this communication is strictly prohibited. ~f this communication has been received in error, please immediately notify us by telephone, collect if necessary, and return the original message to us at the above address via the U.S. Postal Service (we will reimburse postage). Thank you. From the desk of... Theodore A. Adler, Esquire Reager & Adler, PC 2331 Market Street Camp Hill, PA 17011 717-763-1383 Fax: 717-730-7366 " .,~",~"= ~. ~< , ., L CERTIFICATE OF SERVICE AND NOW, this 31" day of October, 2000, 1 hereby verifY that I have caused a true and correct copy ofthe foregoing document to be placed in the u.s, mail, first class, postage prepaid and addressed as follows: THO~= . ~~~;;-~ f<I '9. I" '" ""'-' -"-'1~,' . '..... WESTHAFER CONSTRUCTION, INC. , IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA plaintiff V. JOHN T, LEWIS and CLAUDIA R. GIRRBACK, Defendants CIVIL ACTION - LAW NO, 99-6418 CIVIL TERM IN RE: PRETRIAL CONFERENCE A pretrial conference was held on Monday, June 26, 2000, before the Honorable Edward E. Guido, Judge. Present for the Plaintiff was Craig A. Diehl, Esquire, and present for the Defendants was Theodore A. Adler, Esquire, The parties have indicated that this trial will take at least one and one half days. Therefore, we are continuing the matter from August 21, 2000, at 10:15 a.m, to October 6, 2000, at 9:30 a.m. We are also allowing the morning of October 9, 2000, to complete testimony in this mat'ter. This action is a Mechanic's Lien action to which the Defendants have interposed a defense. The parties have agreed that Defendants will file their Breach of Contract action within ten business days of today's date, The parties will then take steps to consolidate these matters for trial, if possible. In the alternative, the parties will attempt to make arrangements for escrow or bonding to make the Mechanic's Lien procedure moot. In any event, it is the intention of the parties and the Court to try all ..;,"~ ~"" - .. ~'h ,. . ,'" claims at one time. The parties are to keep the Court apprised of their progress in that regard. All exhibits shall be marked prior to trial and shared with the other party two weeks prior to trial. Any objections to the admissibility of any exhibits shall be set forth in a motion in limine as hereinafter set forth. Any motions in limine, with supporting authority, shall be filed by close of business on Tuesday, October 3, 2000. Any responses thereto, with supporting authority, shall be filed at the commencement of trial. Edward E. Guido, J. Craig A, Diehl, Esquire For the plaintiff Theodore A. Adler, Esquire For the Defendant :lfh ~ "~~ ~ . '. WESTHAFER CONSTRUCTION, INC., Plaintiff IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA V. JOHN T. LEWIS and CLAUDIA R. GIRRBACK, Defendants NO, 99-6418 MLD TERM CIVIL ACTION - LAW ORDER OF COURT AND NOW, this 14TH day of JUNE, 2000, a pretrial conference in the above-captioned matter is SCHEDULED for Monday. June 26, 2000. at 10:00 a.m. in Chambers of the undersigned judge, Cumberland County Courthouse, Carlisle, Pennsylvania. Pretrial memorandum shall be submitted by counsel in accordance with C.C.R.P. 212-4, at least five (5) days prior to the pretrial conference. TRIAL in the matter will be held in Courtroom # 5 on Monday, August 21. 2000. at 10:15 a.m. Edward E. Guido, J. cc: Craig A. Diehl, Esquire Theodore A. Adler, Esquire Assistant Court Administrator TarynDixon . . ,,,,,." " ,,- ~, ! r~~""""c Fit Fi)-r"If-T/nc ()L:" ~-I -~" ....;i) '..i~ \..1' !..,,::: :Y':-'l""'!'."'JI-I~'r " """'",J';',~IARY 00 JUN I 1.: 1'''1 J[' 2: L Q ~ C,,,,,-,,,, vJl/itj~:Hi..;\>JU COl JNTY PI:NNSYlVANiA' I -~~ , "~ ", J !IR~, '^; "f lI'~'!!I!'1!"'l'i~"'H""ii'l!JI'iP'_~H;;!l1i'Jj\'''1l,,",!I~~~~~II'l~~~~ ~'o =, -~ 'l!!P .-.'-- . .:.:..~, ... 't JOHN T, LEWIS and CLAUDIA R, GIRRBACH, : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYL V ANlA Plaintiffs v, : NO, 00-4794 CNIL TERM WESTHAFER CONSTRUCTION, INC" : CNIL ACTION - LAW Defendant CERTIFICA TE OF SERVICE AND NOW, this 19th day of December, 2000, I hereby verify that I have caused a true and correct copy ofthe Plaintiffs' Supplemental Answers to Defendant's First Set of Interrogatories to be placed in the U,S, mail, fIrst class, postage prepaid and addressed as follows: Craig A. Diehl, Esquire Linda A, Clotfelter, Esquire LAW OFFICES OF CRAIG A, DIEHL 3464 Trindle Road Camp Hill, P A 17011 /7 i / / ! I / ;' I / - [/ Theo~ore A. Adler, Esquire u '" , ., "~- ~I'~ 'i .-4 I DEe 1 3 ZOOCl~ JOHNT. LEWIS and CLAUDIA R. GIRRBACH, : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYL V ANlA Plaintiffs v, ~ NO, 00-4794 CIVIL TERM /' WESTHAFER CONSTRUCTION, INC" : C1VIL ACTION - LAW Defendant *********************** -.' WESTHAFER CONSTRUCTION, INC" : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYL V ANlA Plaintiff v, : NO, 99-6418 MLD TERM JOHNT, LEWIS and CLAUDIA R, GlRRBACH, : C1VIL ACTION - LAW Defendants ORDER AND NOW, this day of ,200_, upon consideration of the Motion of John T, Lewis and Claudia R. Girrbach to compel answers to request for production of documents and interrogatories propounded upon Westhafer Construction, Inc" it is hereby ORDERED that Westhafer Construction, Inc, shall serve upon Lewis and Girrbach's counsel documents responsive to the request for production of documents within days of the date of this Order. It is further ORDERED that if the documents are not served upon counsel within days, Westhafer will be precluded from offering documents at the trial of this case which would have: been responsive to the request for production of documents and/or interrogatories. It is further ORDERED that Westhafer Construction, Inc" shall pay to Lewis and Girrbach the amount of $ for attorneys fees in preparing and presenting said motion, By the Court, r J. .= ' 'l! ,( . L'~ JOHN 1. LEWIS and CLAUDIA R. GIRRBACH, : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYLVANIA Plaintiffs v, : NO, 00-4794 CNIL TERM WESTHAFER CONSTRUCTION, INe., : CIVIL ACTION - LAW Defendant *********************** WESTHAFER CONSTRUCTION, INC" : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA Plaintiff v, : NO, 99-6418 MLD TERM -~.- JOHN T, LEWIS and CLAUDIA R. GIRRBACH, : CNIL ACTION - LAW Defendants RULE AND NO{\", this '51- day of (y,'~ref , 2000, rule is issued upon Westhafer Construction, 1nc, to show cause why the Motion of John T, Lewis and Claudia R. Girrbach to Compel Answers to Request for Production of Documents and Interrogatories Propounded upon Westhafer Construction, Inc, and Request for Expedited Determination of Motion, should not be '"""lO....... Ll,) ,,'</""""- 'I granted, Rule returnable within Jii~'e (S)-days ofthe date ofthis Order. n BY THE COURT: Ad J. . T~= " .I"l"_~ , , () ~ ..,.,. ~"'" _vQJ !;2f!1 >;:::!i QJ)::- :<: C" <t) )S. -;;;><'C\ ~c5 ~c 2: =< Q Q a f?J c-:. o n .:;::1 :~.-!J f- Ag ?') 1-1 ,3j~~ ~ -< - 1.0 ;J ::i,;:: '0 \0 " 1?'r~",,~ii!l~~~ ,. " ~ ' ,;.",- , JOHNT, LEWIS and CLAUDIA R, GIRRBACH, : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYLVANIA Plaintiffs v, : NO, 00-4794 CIVIL TERM WESTHAFER CONSTRUCTION, INC., : CIVIL ACTION - LAW Defendant *********************** WESTHAFER CONSTRUCTION, INC" : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA Plaintiff v, : NO, 99-6418 MLD TERM JOHN T, LEWIS and CLAUDIA R. GIRRBACH, : CIVIL ACTION - LAW Defendants MOTION OF JOHN T. LEWIS AND CLAUDIA R. GIRRBACH TO COMPEL ANSWERS TO REQUEST FOR PRODUCTION OF DOCUMENTS AND INTERROGATORIES PROPOUNDED UPON WESTHAFER CONSTRUCTION, INC. AND REQUEST FOR EXPEDITED DETERMINATION OF MOTION AND NOW, come John T, Lewis and Claudia R. Girrbach, by and through their attorneys Reager & Adler, P ,C, and file this motion to compel answers to request for production of documents propqunded upon Westhafer Construction, Inc. and in support thereof aver the following: 1. On or about February 14,2000, Westhafer Construction, Inc, (hereinafter "Westhafer") filed a Complaint to enforce a mechanics' lien claim filed against real property owned by John T. Lewis and Claudia R, Girrbach, (hereinafter "Lewis and Girrbach") which ~~ "--" "'~ """""!~I1:I!~ Complaint was docketed at No,: 99-6418 in the Court of Common Pleas of Cumberland County, Pennsylvania, 2, On or about July 5, 2000, Lewis and Girrbach filed a Complaint against Westhafer arising from the same subject matter as Westhafer's aforesaid Complaint which Complaint was docketed at No,; 00-4794 in the Court of Common Pleas of Cumberland County, Pennsylvania, 3, By Order of this Honorable Court dated September 13, 2000, the aforesaid two (2) cases were consolidated for all future proceedings including trial. 4, On or about September 6, 2000, Westhafer served upon Lewis and Girrbach Interrogatories and Requests for Production of Documents, Lewis and Girrbach served timely answers to all discovery requests, 5, On or about September 8, 2000, Lewis and Girrbach served Westhaferwith a request for production of documents, A true and correct copy ofthe aforesaid request (with cover letter) is attached hereto as Exhibit "A", 6, On or about September 7, 2000, Westhafer filed a Petition for Continuance, a true and correct copy of the aforesaid Petition for Continuance is attached hereto as Exhibit "B", 7, In the Petition for Continuance W esthafer specifically represented to the Court that it needed additional time to conduct discovery, 8, By Order of this Honorable Court dated September 8, 2000, the Court continued the case docketed to 99-6418 and scheduled a new non-jury trial on both cases for January 5, 2001. 2 ,., \'-1. 9, On Friday, October 27,2000, counsel for both parties and three (3) ofWesthafer's employees met at the Lewis Property and walked through the property, During the walk through the Westhafer employees took photographs and notes, 10, Under the Pennsylvania Rules of Civil Procedure Lewis and Girrbach's Request for Production of Documents served upon Westhafer on or about September 8, 2000, which requests included specific requests for notes and photographs, is continuing in nature and that all subsequently obtained documents subject to the requests must be provided without a further request. 11, By way ofa letter dated November 6,2000, from Lewis and Girrbach's attorney to Westhafer's attorney, Lewis and Girrbach requested the notes and photographs, A true and correct copy oft1le aforesaid letter is attached hereto as Exhibit "c", 12" As ofthe date of this motion Westhafer has failed and refused to provide the requested notes and photographs, 13., As of the date of this motion no objections to the continuing discovery requests for notes and photographs have been received or filed, 14" Inasmuch as this Honorable Court has set a trial date for the consolidated cases for January 5, 2001, Lewis and Girrbach are prejudiced by Westhafer's failure and refusal to provide answers to the discovery, 15" Westhafer's failure and refusal to provide the requested notes and photographs constitutes a violittion of the Peunsylvania Rules of Civil Procedure, 16" On or about, November 10, 2000, Lewis and Girrbach served Westhaferwith Interrogatories, A true and correct copy of the Interrogatories are attached hereto as Exhibit "D", 3 - ~~ __,;; '..J~~", 17, As of the date of this Motion, W esthafer has failed to provide answers to the Interrogatories, , 18, As of the date of this Motion, no objections to the Interrogatories have been received or filed, 19, W esthafer' s failure and Irefusal to provide answers to the Interrogatories as set forth herein above constitutes a violation ofthe Pennsylvania Rules of Civil Procedure, WHEREFORE, John T, Lewis and Claudia R. Girrbach respectfully request this Honorable Court to make an expedited determination of this Motion and to enter an Order compelling Westhafer Construction, Inc, to provide documents responsive to the request for production of documents (as continuing) and Interrogatories and to further award Lewis and Girrbach the cost and attorneys fees in preparing and presenting this Motion to Compel and to further preclude Westhafer from offering documents at the trial ofthis case that would have been responsive to the Request for Production of Documents, Date: JP- /3 -tJo Respectfully submitted, REA(~t, ,0 Theod6re A. Adler, Esquire Attorney I.D, No, 16267 Thomas 0, Williams, Esquire Attorney I.D, No, 67987 2331 Market Street Camp Hill, PA 17011-4642 Telephone: (717) 763-1383 Attorneys for John T, Lewis and Claudia R. Girrbach 4 ,-~ "_~ 0 ""-<> -, ( ('" JOHN T, LEWIS and CLAUDIA R, GIRRBACH, : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYLVANIA Plaintiffs v, : NO. 00-4794 CIVIL TERM WESTHAFER CONSTRUCTION, INC., : CIVIL ACTION - LAW Defendant PLAINTIFFS' REQUEST FOR PRODUC:TTON OF DOC:TJMENTS PROPOUNDED UPON THE DEFENDANT Pursuant to Pa. RC.P. 4003.3 and 4009, please furnish, at my expense, to my office within thirty (30) days, a photostatic copy or like reproduction of the following materials concerning this action or its subject matter which are in your possession, custody or control and which are not protected by the attorney/client privilege; or, in the alternative, produce the said matter at said time to permit inspection and copying thereof. I. Definitions and Instructions. As used herein: 1. The term "you" shall be deemed to mean and refer to the Defendant, Westhafer Construction, Inc. 2. "Document" means and includes any kind of written, typewritten or printed material whatsoever, including but not limited to papers, agreements, contracts, notes, rnemoranda, comments, correspondence, letters, telegrams, statements, invoices, record books, reports, studies, minutes, records, accounting books, transcriptions and recordings of which you have any knowledge or information, whether in your possession or under your control, relating to or pertaining in any way to the subject matters in connection with which it is used, and includes, without limitation, originals, all file copies, all other copies, no matter how or by whom prepared, and all drafts prepared in connection with such writings, whether or not used, 3, "Person" means and includes natural persons, corporations, partnerships, associations and any other kind of business or legal entity. 4. "Identity" or "identity," when used with respect to a person or persons, means to state the full name of each such person, his or her present or last known address, and his or her present or last known business affiliation, .-. ~~ -<;)',- (, r 5, "Identify" or "identity," when used with respect to a document or documents, means to: a. Identify each person or persons who wrote, signed, initialed, dictated, or otherwise participated in the creation thereof; b, State the date of preparation; c. Identify the addressee of all persons receiving copies thereof; d, Describe the type of document; e. State its present location; f, Identify each person who has custody or control thereof; and g, If the document was, but is no longer, in your possession or control or that of your agent or representative, state what disposition was made of the document. 6, "Identify" or "identity," when used with respect to oral communication or oral communications means to: a. Identify each person who participated in the making thereof; b, State the date of making; c, State the place of making; d. Identify each person who was present when such oral communication was made; e. Identify any document or other form of record made regarding the content of the oral communication; f. Describe the type of document; g. State the record's present location; and h, Identify each person who has custody or control of such record, 2 ~ -. - -=,-. f-- ,... 7, "Refers to" means any document that relates to, mentions, concerns, reflects, discusses, analyzes, records, reports, or studies a particular subject or some aspect of the subject, or transmits, accompanies, forwards or is attached to documents relating to a particular subject; or which describes a particular subject regardless of whether the proper name, designation or title of the subject is specifically mentioned. Nonverbal documents relate to a subject if they depict or represent in any fashion the indicated subject. 8, The following general instructions shall govern the interpretation of responses made to these requests: a. Objections. If you contend that a response to a request for production calls, in whole or in part, for privileged documents, or if you otherwise object to any part of a request, or contend that any identified document would be excludible from production and discovery, please specify: 1. the reason for each such objection or ground for exclusion; 11, the identity of each person having knowledge of the factual basis, if any, on which the privilege or other ground is asserted; lll. the individual documents alleged to be privileged, the author thereof, the addressee, the date, and all copy recipients, b, Scope of Documents, Documents called for in these requests encompass all variety or character of materials in Defendant's custody and under his control. These requests admit no exception because documents are classified as "private," "personal," "sensitive," "proprietary," or the like, c. Lost or Destroyed Documents. Where documents responsive to these requests have been lost or destroyed, state: the date, last known location of the document, the last person in control or custody of the document and the reason for the document's loss or destruction, d. Revised, Amended and Superseded Documents, Documents called for herein include all documents relating to the indicated subject regardless of whether a particular document has been superseded, amended, revised, rewritten, redrafted, rejected or rendered obsolete, e. Marginalia, Notations, Etc. Documents, or copies of documents, otherwise identical, should be each individually produced if individual documents contained any communication, notation or recording that does not appear in another copy or that does not appear in the original. 3 --'- -" ~~ ~ Co <&"h (" ,... f. General Not Qualified by a Specific. In these requests, a general and categorical request is no way limited to or qualified by specific items that are provided as examples of the general category. The enumeration of specific items is for illustrative purposes only and is not considered as a limitation, DOCUMF.NTS TO BE PRODUCED 1, All documents prepared by and/or referred to by Westhafer Construction, Inc. (hereinafter "Westhafer') in preparing its bid and/or estimate for the Project which is the subject of this lawsuit. 2. All project schedules prepared by and/or referred to by Westhafer for the Project which is the subject of this lawsuit. 3, All subcontracts including change orders with any and all subcontractors for the Project which is the subject of this lawsuit. 4, All purchase orders for materials ordered by Westhafer for the Project which is the subject of this lawsuit. 5, All proof of payment and documents of any kind evidencing payment by Westhafer to any and all suppliers and/or subcontractors for the Project which is the subject of this lawsuit. 6, All invoices and/or applications for payment from subcontractors for the Project which is the subject of this lawsuit, 7. All invoices and/or bills from material suppliers for the Project which is the subject of this lawsuit. 8. All documents indicating or evidencing payment from Westhafer to Westhafer' s employees for the Project which is the subject of this lawsuit. 9, All foremen daily reports, superintendent reports or documentation of any kind regarding the work performed by Westhafer for the Project which is the subject of this lawsuit. 10. All records reflecting time worked by Westhafer employees and subcontractors on the Project which is the subject of this lawsuit. 4 ~ , ~h r ,.. 11. All delivery slips/tickets relating to materials delivered to the Proj~ct which is the subject of this lawsuit. 12, To the extent not produced under previous requests, any and all notes, reports, memoranda or docwnents of any kind whether in electronic form or written form relating to the Project which is the subject of this lawsuit. 13. To the extent not produced under previous requests, any and all correspondence between Westhafer and the Plaintiffs relating to the Project which is the subject of this lawsuit. 14. To the extent not previously pro~uced under previous requests, any and all correspondence between Westhafer and any and all material suppliers or subcontractors relating to the Project which is the subject of this lawsUit. I 15. Any and all time sheets submitted by or on behalf of all employees ofWesthafer working on the Project which is the subject ofthis lawsuit. 16, Any and 'all photographs or videotapes depicting the Project which is the subject of this lawsuit. 17, Any and all docwnents Westhafer claims contain the terms of the agreement between Westhafer and the Plaintiffs including any and all change orders, 18. All docwnents Westhafer intends to offer or introduce as exhibits at the trial of this case. Date: September 8, 2000 Respectfully sub . tted, / :,/~COGNETTI,P.C. I{JY Theodo e A. Adler, Esquire Attorney I.D. No. 16267 Thomas 0, Williams, Esquire Attorney I,D. No. 67987 2331 Market Street Camp Hill, PA 17011-4642 (717) 763-1383 Attorneys for Plaintiffs 5 " < -~lij, r r CERTIFICATE OF SERVICE AND NOW, this 8th day of September, 2000, I hereby verify that I have caused a true and correct copy of the Plaintiffs' Request For Production of Documents Propounded on Defendant to be placed in the U,S. mail, first class, postage prepaid and addressed as follows: Craig A. Diehl, Esquire Linda A. Clotfelter, Esquire LAW OFFICES OF CRAIG A. DIEHL 3464 Trindle Road Camp Hill, PA 17011 Theodore A. Adler, Esquire ';:~":'-T,-_' ;;~~~-'::.i~,,:'- -\:a::t...." ., " "'-<.~ ~-:, (" (' SEP 0 7 2000rfJ JOHN T. LEWIS and CLAUDIA R. GIRRBACH, Plaintiffs : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYLVANIA v. : NO. 00-4794 CIVIL TERM 0 = , c C) " :->~ :'~ eJ ',-:,: fr, C;' ~l 2' ""';) -'l /_- S -. ~ .' ' . (l -- - ,~ p- c'=---- c::: , ;~;: :,.) ;::;:--, -{ -~ :- -< \ D :"~J -< WESTHAFER CONSTRUCTION, INC., : CIVIL ACTION - LAW Defendant PETITION FOR CONTINUANCE To The Honorable Edward E. Guido: AND NOW COMES Defendant, Westhafer Construction, Inc" by and through its counsel, Law Offices of Craig A. Diehl, and respectfully presents this petition for continuance of the hearing scheduled for October 6, 2000, setting forth the following reasons and facts relied upon to justify a continuance: 1. Plaintiffs filed their Complaint on July 5, 2000 and service was accepted on July 11,2000. 2, Defendant's Answer was filed on August 9, 2000 which contained New Matter and a Notice to Plead, 3. Plaintiffs' Reply to New Matter was received on August 22, 2000, 4, Based on the pleadings, Defendant needs a sufficient amount of time to conduct dis90very, 1 .. -~.~.~~':t ' ~- ' ~ , ~=, .. '. {' (" 5. Defendant served Plaintiffs with written Interrogatories and a Request for Production of Documents on September 6, 2000, a mere nine (9) business days from the close of pleadings, 6. Responses to these discovery requests would not be due until the date set for trial. 7. Counsel for Defendant will also be unavailable on October 6, 2000, 8, Defendant's counsel was selected on September 1, 2000 to represent the Middle States Tennis Association in a professional tennis toumajl1ent in Jackson, Mississippi which runs from October 4-8, 2000, 9, Counsel for Plaintiff has not had an opportunity to consult with his clients regarding the requested continuance as of the time of filing said petition. 10. This is the first request for a continuance, WHEREFORE, Defendant, Westhafer Construction, Inc" respectfully requests that this Honorable Court grant a continuance of this action. Respectfully submitted, LAW OFFICES OF CRAIG A. DIEHL Dated: .c;', A tt-t<4 Au 6, l.g00 I By: ~a, 1r:1J.. Craig ,Diehl, Esquire Attorney ID No, 52801 3464 Trindle Road Camp Hill, PA 17011 (717) 763-7613 Attorney for Defendant 2 ,-,,,_;'r~~'i:~~;:-{ j L' , ,.' -.- .,~" r r- JOHN T. LEWIS and CLAUDIA R. GIRRBACH, Plaintiffs : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYLVANIA v. : NO. 00-4794 CIVIL TERM WESTHAFER CONSTRUCTION, INC., : CIVIL ACTION - LAW Defendant CERTIFICATE OF SERVICE The undersigned hereby certifies that on the date hereof, a copy of the foregoing PETITION FOR CONTINUANCE was served by way of United States mail, first class, postage prepaid, addressed as follows: Theodore A. Adler, Esquire REAGER, ADLER & COGNETTI, P.C. 2331 Market Street Camp Hill, PA 17011-4642 LAW OFFICES OF CRAIG A, DIEHL Dated: September l, 2000 Helen smussen, Legal Assistant 3464 Trindle Road Camp Hill, PAl 70 11 (717) 763-7613 .--.:.:>;.:. "~', i>./~- :"-;.,-;",,,,~~~,:;,:,;:~~~~~~,:;- r~ REAGER & ADLER, PC ATTORNEYS AND COUNSELORS AT LAW ~ 2331 MARKET STREET CAMP Hill. PENNSYLVANIA 17011-4642 717-763-1383 TElEFAX 717-730-7366 WEBSITE: ReagerAdlerPC,com THEODORE /Ie ADLER + DAVID W, REAGER llNUS E, FENICLE DEBRA DENISON CANTOR THOMAS 0, WilliAMS SUSAN H, CONFAlR PETER L. lEONE Writer's E.Mail Address: tornwill@epix.net + Certified Civil Trial Specialist November 6, 2000 via Telecopier & First Class Mail Craig A. Diehl, Esquire LAW OFFICES OF CRAIG A. DIEHL 3464 Trindle Road Camp Hill, P A 17011 RE: John T. Lewis and Claudia R, Girrbach v, Westhafer Construction, Inc, Docket No, 00-4794 Civil Term Westhafer Construction, Inc, v. John T. Lewis and Claudia R. Girrbach Docket No.: 99-6418 MLD Term Our File No,: 99-724 Dear Craig: As you will recall when I met with you and your clients at our client's house on Friday, October 27, 2000, representatives frorn your client took photographs and notes during the walk through, It is our contention that all of these documents and photographs are discoverable and we hereby request that the same be produced to our office. We further believe that it is not necessary to serve an additional request for production of documents inasmuch as our previous request is a continuing request under the Rules of Civil Procedure. You will note that Item No, 12 under our original request for production of documents sets forth a request for any and all notes, reports, memoranda, or documents of any kind relating to the project. In addition, Item No, 16 under the original request for production of documents requests photographs or video tapes depicting the project. Please let me know when the requested items will be produced. Should you have any questions regarding this matter, please do not hesitate to call me. Very truly yours, _ /" - 1 ( ~/,' /r /) / I y/,___,~ '_ ,A, ,,----, Thomas 6. Williams TOW/cmc cc: John T. Lewis ., ~~ JOHN T. LEWIS and CLAUDIA R. GIRRBACH, : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYL VANIA Plaintiffs v. : NO. 00-4794 CIVIL TERM WESTHAFER CONSTRUCTION, INC" : CIVIL ACTION - LAW Defendant *********************** WESTHAFER CONSTRUCTION, INC., : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA Plaintiff v, : NO. 99-6418 MLD TERM JOHNT, LEWIS and CLAUDIA R, GIRRBACH, : CIVIL ACTION - LAW Defendants INTERROGATORIES OF JOHN T. LEWIS AND CLAUDIA R. GIRRBACH PROPOUNDED UPON WESTHAFER CONSTRUCTION, INC. I. INSTRUC.TIONS You are directed to submit written answers under oath to each of the following questions, pursuant to Pa. R.C,P. 4005 and 4009. You must make reasonable efforts to obtain answers to any question as to which information may be available to you. If you gain information at some later time which causes you to know that your answers were incorrect when made of have become incorrect, you must supplement the answers you give in response to these questions, as provided in Pa. R.C.P. 4006, If you gain information at some later time respecting the identify of persons about whom a question is asked, you must supplement the answers you give in response to these questions, as provided in Pa. RC.P, 4006. Within thirty (30) days, you must return the signed original of these interrogatories to counsel for Lewis and Girrbach, In answering these questions, assume that all words used have their ordinary meanings in normal English usage, except as provided below or where contest requires other interpretation. -~ . ~," II, DEFINITIONS "Identify", when used in respect of a person, means to state that person's name, address, telephone number, job classification and such other information as would enable counsel for Lewis and Girrbach to locate the person, interview him or her, or serve a subpoena upon him or her, When used in respect of a document, the date ofits making or execution, the identity of the person or persons who made or executed it, and the particular part, paragraph, or other subdivision there of which is particularly relevant to the question; also state the place where it is kept and identify the person in whose custody it may be found, with such specificity as will enable counsel for Lewis and Girrbach to obtain the document through the use of a subpoena. When used in respect of a communication, it means to identify the parties to the communication that means of communication, and the date and time thereof. "You" or "Your" means W esthafer Construction, Inc, "Person" means any natural or juridical person, group of persons, or association, "Communication" means any transmission or exchange of information or meaning between two or more persons in any form, "D@cument" means any writing, recording or other material substance having on it a representation of some information, whether in the form of magnetic impulses, printing, or any other medium in which information may be preserved, III, SPEC} A I. INSTRIJCTTONS 1. If you do not answer an interrogatory, in whole or in part, because ofa claim or privilege, set forth the privilege claimed, identify the facts upon which you rely to support the claim of privilege; and identify all documents for which such privilege is claimed. In particular, if you refuse to identify a communication because of a claim of the attorney/client privilege, identify the speaker or author of the communication the capacity in which the speaker or author was acting when he made the communication; the recipient of the communication, any persons present when the communication was made, and the subject or topics discussed in the communication. 2. Unless otherwise specified, each interrogatory requires a continuing answer. Each separate part of each interrogatory shall be separately answered, 3, Along with the answer to each numbered interrogatory, identify each person who participated in or supplied information with respect to the preparation of the response to such interrogatory, specifying whether each of such persons supplied relevant information, participated in the preparation of the response, or both, If the response to any interrogatory contains information supplied by more than one person, specify the particular information supplied by each such person, State whether he/she had first-hand information as to the matters 2 '- ^ . ~ ~- - ,"' c:",' contained in your answers, and if so, the manner in which he acquired such information, or if not, the basis for his participation or involvement. 4, As specified by the Pennsylvania Rules of Civil Procedure, you are required seasonably to supplement or amend your responses to these interrogatories based upon any and all information obtained after filing such responses. IV, SPRCIAT. INSTRUC.TION AS TO ORAl, COMMlJNJC.ATTONS ANn WRITTRN COMMIJNICA TJONS 1. With respect to any interrogatory in which reference is made to this special instruction, set forth with regard to each oral communication the following: A. The name, company or other affiliation, title or other identifying feature of the individual who made the oral communication. B, State the name(s) of each individual to whom such oral communication was made, including such description of those individuals as to enable counsel for Lewis and Girrbach to identify those individuals as to their affiliation, title or responsibility. C. State the date upon which such oral communication was made. D, State the place where such oral communication was made. E. State the name and identification of each individual who heard the oral communication if different or in addition to those individuals to whom such oral communication was made, F. State in detail the nature of the words communicated during such oral communication repeating the actual words used to the extent possible and, when not possible, paraphrasing those words. G, State if any individual to whom such oral communication was made, made any statements in response to said communication, and if so, identify such responses in sufficient detail by quoting the precise words used or by otherwise phrasing those words, H, State if said oral communication(s) was/were ever memorialized in any document or set forth a copy of same, 3 " .c_" .- , ~~~~, I. If response to any interrogatory refers to a written communication, set forth the following: (a) a copy of such written communication; or (b) a detailed identification of such written document, including at least the following: (i) the date of the document; (ii) the name of the party who wrote the document; (iii) the name of the party to whom such documents were sent and the date upon which such documents were sent; (iv) the date upon which such document was received by the recipient; if known; (v) a full description of the contents ofthe document; (vi) if any response to said document was received and, if so, identify said response in sufficient detail so as to include the same information indicated in the preceding subparts of this instruction. 4 ..J. ,.. INTERROGATORIES 1. Identify each expert you intend to call as a witness at the trial of this matter, and for each expert state: (a) The subject matter about which the expert is expected to testify; and (b) The substance of the facts and opinions to which the expert is expected to testify and a summary of the grounds for each opinion. (You may file as your answer to this interrogatory the report of the expert or have the interrogatory answered by your expert.) ANSWER: 5 , Y" .' 2. Identify each person you intend to call as a non-expert witness at the trial of this case, and for each person identified, state your relationship with the witness and the substance of the facts to which the witness is expected to testify. ANSWER: 6 ~ " -":'"- ~ ,--'- -- -: ~ _. . -0 - > 3. State the subject about which each witness listed on the document attached hereto identified as Exhibit "A" will testify. ANSWER: J Dated: November 10, 2000 By: Theo ore A. Adler, Esquire Attorney I.D. No. 16267 2331 Market Street Camp Hill, PA 17011-4642 Telephone: (717) 763-1383 Attorneys for Lewis and Girrbach _ .J - - '"', .:. -~~ EXHIBIT "A" . -,,:. . ," . ~,;', . - . ;.. . . ~ '". ...~ '..:.::': . ,-:::.,-. :. ,'. ." .,- .<; :}'z;><' . ...<:~~.,;-~'~":",:~~. ."... .. ;'.~(:.. 1- ': . . '~'. '. > :: \ .~. ':,~ ;~:i '~.<.~~:_~~'.~~ .:~ \ ,: ~.: '": ',- ,:..,', ~':,", .:~: .' :.. >:;' ," ,," ...... ."", ~. . .' Witnesses Sam Turpin Brian Matter Dennis Mucholland - George Shickley Dick Price Barry Chriss Tony Miller Don McGowan AI Buerk Mr. Wensler Mike Williman Dallas Barton Flash Electric Mateer Cabnetry Flooring Contractor Alside ~upply PNC Bank Loan Officer Rite Aid Corporation Rite Aid Corporation PNC Bank Buerks Painting & Remodeling PNC Bank M. H. Williman Drafting I Design Barton Tree Service ,..j- . ~,. CERTIFICA TE OF SERVICE AND NOW, this lOth day of November, 2000, I hereby verifY that I have caused a true and correct copy of the foregoing Interrogatories to be placed in the U.S. mail, first class, postage prepaid and addressed as follows: Craig A. Diehl, Esquire LAW OFFICES OF CRAIG A. DIEHL 3464 Trindle Road Camp Hill, PA 17011 8 EJli' , -> .. .~ . .l. _ \_~_ . CERTIFICATE OF SERVICE AND NOW, this /3.Jt. day of December, 2000, I hereby verify that I have caused a true atld correct copy of the foregoing Motion of John T. Lewis and Claudia R. Girrbach to Compel Answers to Request for Production of Documents and Interrogatories Propounded upon Westhafer Construction, Inc. and Request for Expedited Determination of Motion to be placed in the U.S. mail, first class, postage prepaid and addressed as follows: Craig A. Diehl, Esquire Linda A. Clotfelter, Esquire LAW OFFICES OF CRAIG A. DIEHL 3464 Trindle Road Camp Hill, P A 17011 THOMAS O. WILLIAMS, ESQ RE - ~-~ " " , JOHN T. LEWIS and CLAUDIA R. GIRRBACH, : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYL VANIA Plaintiffs v. : NO. 00-4794 CIVIL TERM 0 CJ 0 C C::J ",'I s: ;~ --1 -" n::: rq ~c_ r1"1 fTl n I )"! I - 2::0 ~"-n ~ii~ ,,- j,~J .r. I.;.~/) -t) .... " , , ~O .",,- ~.~,- ' h -,,,.. ..,::,",-.. ",;:.. ;~n )>(= - q .. ~ Z. 10"" ~15 =< &" =< WESTHAFER CONSTRUCTION, INe., : CIVIL ACTION - LAW Defendant *********************** WESTHAFER CONSTRUCTION, INC., : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA Plaintiff v. : NO. 99-6418 MLD TERM JOHNT. LEWIS and CLAUDIA R. GIRRBACH, : CIVIL ACTION - LAW Defendants MOTION OF JOHN T. LEWIS AND CLAUDIA R. GIRRBACH TO COMPEL ANSWERS TO REQUEST FOR PRODUCTION OF DOCUMENTS AND INTERROGATORIES PROPOUNDED UPON WESTHAFER CONSTRUCTION, INC. AND REQUEST FOR EXPEDITED DETERMINATION OF MOTION AND NOW, come John T. Lewis and Claudia R. Girrbach, by and through their attorneys Reager & Adler, P.C. and file this motion to compel answers to request for production of documents propounded upon Westhafer Construction, Inc. and in support thereof aver the following: 1. On or about February 14,2000, Westhafer Construction, Inc. (hereinafter "Westhafer") filed a Complaint to enforce a mechanics' lien claim filed against real property owned by John T. Lewis and Claudia R. Girrbach, (hereinafter "Lewis and Girrbach") which ,~ ' '~":;Jl:. Complaint was docketed at No.: 99-6418 in the Court of Common Pleas of Cumberland County, Pennsylvania. 2. On or about July 5, 2000, Lewis and Girrbach filed a Complaint against Westhafer arising from the same subject matter as Westhafer's aforesaid Complaint which Complaint was docketed at No.: 00-4794 in the Court of Common Pleas of Cumberland County, Pennsylvania. 3. By Order of this Honorable Court dated September 13,2000, the aforesaid two (2) cases were consolidated for all future proceedings including trial. 4. On or about September 6,2000, Westhafer served upon Lewis and Girrbach Interrogatories and Requests for Production of Documents. Lewis and Girrbach served timely answers to all discovery requests. 5. On or about September 8, 2000, Lewis and Girrbach served Westhafer with a request for production of documents. A true and correct copy of the aforesaid request (with cover letter) is attached hereto as Exhibit "A". 6. On or about September 7,2000, Westhafer filed a Petition for Continuance, a true and correct copy ofthe aforesaid Petition for Continuance is attached hereto as Exhibit "B". 7. In the Petition for Continuance W esthafer specifically represented to the Court that it needed additional time to conduct discovery. 8. By Order of this Honorable Court dated September 8, 2000, the Court continued the case docketed to 99-6418 and scheduled a new non-jury trial on both cases for January 5, 2001. 2 - , 9. On Friday, October 27, 2000, counsel for both parties and three (3) ofWesthafer's employees met at the Lewis Property and walked through the property. During the walk through the Westhafer employees took photographs and notes. 10. Under the Pennsylvania Rules of Civil Procedure Lewis and Girrbach's Request for Production of Documents served upon Westhafer on or about September 8, 2000, which requests included specific requests for notes and photographs, is continuing in nature and that all subsequently obtained documents subject to the requests must be provided without a further request. II. By way ofa letter dated November 6,2000, from Lewis and Girrbach's attorney to Westhater's attorney, Lewis and Girrbach requested the notes and photographs. A true and correct copy oftlie aforesaid letter is attached hereto as Exhibit "C". 12. As of the date of this motion Westhafer has failed and refused to provide the requested notes and photographs. 13. As of the date of this motion no objections to the continuing discovery requests for notes and photographs have been received or filed. 14. Inasmuch as this Honorable Court has set a trial date for the consolidated cases for January 5,2001, Lewis and Girrbach are prejudiced by Westhafer's failure and refusal to provide answers to the discovery. 15. Westhafer's failure and refusal to provide the requested notes and photographs constitutes a violation ofthe Pennsylvania Rules of Civil Procedure. 16. On or about, November 10, 2000, Lewis and Girrbach served Westhafer with Interrogatories. A true and correct copy of the Interrogatories are attached hereto as Exhibit "D". 3 La < :;'" 17. As of the date of this Motion, Westhafer has failed to provide answers to the Interrogatories. 18. As ofthe date of this Motion, no objections to the Interrogatories have been received or filed. 19. Westhafer's failure and refusal to provide answers to the InterrogatQries as set forth herein above constitutes a violation of the Pennsylvania Rules of Civil Procedure. WHEREFORE, John T. Lewis and Claudia R. Girrbach respectfully request this Honorable Court to make an expedited determination of this Motion and to enter an Order compelling Westhafer Construction, Inc. to provide documents responsive to the request for production of documents (as continuing) and Interrogatories and to further award Lewis and Girrbach the cost and attorneys fees in preparing and presenting this Motion to Compel and to further preclude Westhafer from offering documents at the trial of this case that would have been responsive to the Request for Production of Documents. Date: J;J- /3 -(JCJ . Respectfully submitted, REAGEffi& L .C. ~ F ! Theodore A. Adler, Esquire Attorney LD. No. 16267 Thomas O. Williams, Esquire Attorney LD. No. 67987 2331 Market Street Camp Hill, PA 17011-4642 Telephone: (717) 763-1383 Attorneys for John T. Lewis and Claudia R. Girrbach 4 ,~ -..-~-.> " ( (" JOHN T. LEWIS and CLAUDIA R. GIRRBACH, : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYLVANIA Plaintiffs v. : NO. 00-4794 CML TERM WESTHAFER CONSTRUCTION, INC., : CIVIL ACTION - LAW Defendant PI,AINTTFFS' REQJTRST FOR PROmrCTION OF DOel TMF.NTS PROPOUNmm UPON THE DEFENDANT Pursuant to Pa. R.C.P. 4003.3 and 4009, please furnish, at my expense, to my office within thirty (30) days, a photostatic copy or like reproduction of the following materials concerning this action or its subject matter which are in your possession, custody or control and which are not protected by the attomey/client privilege; or, in the alternative, produce the said matter at said time to permit inspection and copying thereof. I. Definitions and Instructions. As used herein: 1. The term "you" shall be deemed to mean and refer to the Defendant, Westhafer Construction, Inc. 2. "Document" means and includes any kind of written, typewritten or printed material whatsoever, including but not limited to papers, agreements, contracts, notes, rnemoranda, comments, correspondence, letters, telegrams, statements, invoices, record books, reports, studies, minutes, records, accounting books, transcriptions and recordings of which you have any knowledge or information, whether in your possession or under your control, relating to or pertaining in any way to the subject matters in connection with which it is used, and includes, without limitation, originals, all file copies, all other copies, no matter how or by whom prepared, and all drafts prepared in connection with such writings, whether or not used. 3. "Person" means and includes natural persons, corporations, partnerships, associations and any other kind of business or legal entity. 4. "IdentifY" or "identity," when used with respect to a person or persons, means to state the full name of each such person, his or her present or last known address, and his or her present or last known business affiliation. - ".~ J"" :ill,," ., r c 5. "Identify" or "identity," when used with respect to a document or documents, means to: a. IdentifY each person or persons who wrote, signed, initialed, dictated, or otherwise participated in the creation thereof; b. State the date of preparation; c. Identify the addressee of all persons receiving copies thereof; d. Describe the type of document; e. State its present location; f. Identify each person who has custody or control thereof; and g. If the document was, but is no longer, in your possession or control or that of your agent or representative, state what disposition was made of the document. 6. "Identify" or "identity," when used with respect to oral communication or oral communications means to: a. Identify each person who participated in the making thereof; b. State the date of making; c. State the place of making; d. Identify each person who was present when such oral communication was made; e. Identify any document or other form of record made regarding the content of the oral communication; f. Describe the type of document; g. State the record's present location; and h. Identify each person who has custody or control of such record. 2 - , ~~..., '.' (' f" 7. "Refers to" means any document that relates to, mentions, concerns, reflects, discusses, analyzes, records, reports, or studies a particular subject or some aspect of the subject, or transmits, accompanies, forwards or is attached to documents relating to a particular subject; or which describes a particular subject regardless of whether the proper name, designation or title of the subject is specifically mentioned. Nonverbal documents relate to a subject if they depict or represent in any fashion the indicated subject. 8. The following general instructions shall govern the interpretation of responses made to these requests: a. Objections. If you contend that a response to a request for production calls, in whole or in part, for privileged documents, or if you otherwise object to any part of a request, or contend that any identified document would be excludible from production and discovery, please specify: 1. the reason for each such objection or ground for exclusion; ii. the identity of each person having knowledge of the factual basis, if any, on which the privilege or other ground is asserted; iii. the individual documents alleged to be privileged, the author thereof, the addressee, the date, and all copy recipients. b. Scope of Documents. Documents called for in these requests encompass all variety or character of materials in Defendant's custody and under his control. These requests admit no exception because documents are classified as "private," "personal," "sensitive," "proprietary," or the like. c. Lost or Destroyed Documents. Where documents responsive to these requests have been lost or destroyed, state: the date, last known location of the document, the last person in control or custody of the document and the reason for the document's loss or destruction. d. Revised, Amended and Superseded Documents. Documents called for herein include all documents relating to the indicated subject regardless of whether a particular document has been superseded, amended, revised, rewritten, redrafted, rejected or rendered obsolete. e. Marginalia, Notations, Etc. Documents, or copies of documents, otherwise identical, should be each individually produced if individual documents contained any communication, notation or recording that does not appear in another copy or that does not appear in the original. 3 .. -"'<'i.t" r" (' f. General Not Qualified by a Specific. In these requests, a general and categorical request is no way limited to or qualified by specific items that are provided as examples of the general category. The enumeration of specific items is for illustrative purposes only and is not considered as a limitation. DOCUMF.NTS TO BE PRODUCED I. All documents prepared by and/or referred to by Westhafer Construction, Inc. (hereinafter "Westhafer") in preparing its bid and/or estimate for the Project which is the subject of this lawsuit. 2. All project schedules prepared by and/or referred to by Westhafer for the Project which is the subject of this lawsuit. 3. All subcontracts including change orders with any and all subcontractors for the Project which is the subject of this lawsuit. 4. All purchase orders for materials ordered by Westhafer for the Project which is the subject of this lawsuit. 5. All proof of payment and documents of any kind evidencing payment by Westhafer to any and all suppliers and/or subcontractors for the Project which is the subject of this lawsuit. 6. All invoices and/or applications for payment from subcontractors for the Project which is the subject of this lawsuit. 7. All invoices and/or bills from material suppliers for the Project which is the subject of this lawsuit. 8. All documents indicating or evidencing payment from Westhafer to Westhafer's employees for the Project which is the subject of this lawsuit. 9. All foremen daily reports, superintendent reports or documentation of any kind regarding the work performed by Westhafer for the Project which is the subject of this lawsuit. 10. All records reflecting time worked by Westhafer employees and subcontractors on the Project which is the subject of this lawsuit. 4 . ~ ' . ~ , ~ ~ ;-'.,,;-~c " r f' 11. All delivery slips/tickets relating to materials delivered to the Projc;ct which is the subject of this lawsuit. 12. To the extent not produced under previous requests, any and all notes, reports, memoranda or documents of any kind whether in electronic form or written form relating to the Project which is the subject of this lawsuit. 13. To the extent not produced under previous requests, any and all correspondence between Westhafer and the Plaintiffs relating to the Project which is the subject of this lawsuit. 14. To the extent not previously produced under previous requests, any and all correspondence between Westhafer and any and all material suppliers or subcontractors relating to the Project which is the subject of this lawsuit. IS. Any and all time sheets submitted by or on behalf of all employees ofWesthaferworking on the Project which is the subject of this lawsuit. 16. Any and'all photographs or videotapes depicting the Project which is the subject of this lawsuit. 17. Any and all documents Westhafer claims contain the terms of the agreement between Westhafer and the Plaintiffs including any and all change orders. 18. All documents Westhafer intends to offer or introduce as exhibits at the trial of this case. Date: September 8, 2000 Theodo e A. Adler, Esquire AttorneyI.D. No. 16267 Thomas O. Williams, Esquire Attorney I.D. No. 67987 2331 Market Street Camp Hill, P A 17011-4642 (717) 763-1383 Attorneys for Plaintiffs S _J _ =-~J!l!l\, .', r r CERTIFICATE OF SERVICE AND NOW, this 8th day of September, 2000, I hereby verify that I have caused a true and correct copy of the Plaintiffs' Request For Production of Documents Propounded on Defendant to be placed in the U.S. mail, first class, postage prepaid and addressed as follows: . Craig A. Diehl, Esquire Linda A. Clotfelter, Esquire LAW OFFICES OF CRAIG A. DIEHL 3464 Trindle Road Camp Hill, PA 17011 Theodore A. Adler, Esquire ~ - c"".,.,.,--.:y.._=:::-"';...,;, ';~"-... ~ . .-1 - -' ~;0~' k;iw;;'., r r SEP 0 7 zoootfJ JOHN T. LEWIS and CLAUDIA R. GIRRBACH, Plaintiffs : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYLVANIA v. : NO. 00-4794 CIVIL TERM o f; "'"tJl-:-:-; ~'~:::-" 0;7 ~c_ 1~;:_. ">s ~ o c, ".., "1 "~J '-~" WESTHAFER CONSTRUCTION, INC., : CIVIL ACTION - LAW Defendant :.., Ie 3: - ) -< PETITION FOR CONTINUANCE To The Honorable Edward E. Guido: AND NOW COMES Defendant, Westhafer Construction, Inc., by and through its counsel, Law Offices of Craig A. Diehl, and respectfully presents this petition for continuance of the hearing scheduled for October 6, 2000, setting forth the following reasons and facts relied upon to justify a. continuance: 1. Plaintiffs filed their Complaint on July 5, 2000 and service was accepted on July II, 2000. 2. Defendant's Answer was filed on August 9,2000 which contained New Matter and a Notice to Plead. 3. Plaintiffs' Reply to New Matter was received on August 22, 2000. 4. Based on the pleadings, Defendant needs a sufficient amount of time to conduct discovery. I -:...}I~ P'-:2:':; - . ~ "' ""' " (' ,... 5. Defendant served Plaintiffs with written Interrogatories and a Request for Production of Documents on September 6, 2000, a mere nine (9) business days from the close of pleadings: 6. Responses to these discovery requests would not be due until the date set for trial. 7. Counsel for Defendant will also be unavailable on October 6, 2000. 8. Defendant's counsel was selected on September I, 2000 to represent the Middle States Temrls Association in a professional tennis tournament in Jackson, Mississippi which runs from October 4-8, 2000. 9. Counsel for Plaintiff has not had an opportunity to consult with his clients regarding the requested continuance as of the time of filing said petition. 10. This is the first request for a continuance. WHEREFORE, Defendant, Westhafer Construction, Inc., respectfully requests that this Honorable Court grant a continuance of this action. Respectfully submitted, LAW OFFICES OF CRAIG A. DIEHL Dated: .c;'H tt-Iof bu 6, ~~IJO I . By: ~, lr::~.e. Craig . Diehl, Esquire Attorney ID No. 52801 3464 Triudle Road Camp Hill, PA 17011 (717) 763-7613 Attorney for Defendant 2 "~.i"t~, ""'~.~!'SJ~"f :..:....~~,.... ; . r r: JOHN T. LEWIS and CLAUDIA R. GIRRBACH, Plaintiffs : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYLVANIA v. : NO. 00-4794 CIVIL TERM WESTHAFER CONSTRUCTION, INe., : CIVIL ACTION - LAW Defendant CERTIFICATE OF SERVICE The undersigned hereby certifies that on the date hereof, a copy of the foregoing PETITION FOR CONTINUANCE was served by way of United States mail, first class, postage prepaid, addressed as follows: Theodore A. Adler, Esquire REAGER, ADLER & COGNETTI, P.e. 2331 Market Street Camp Hill, PA 17011-4642 LAW OFFICES OF CRAIG A. DIEHL Dated: September l, 2000 Helen mussen, Legal Assistant 3464 Trindle Road Camp Hill, PA 17011 (717) 763-7613 ~~" ~" ---ic, , ..~ ," .' ","~M ,~.j." :~~'"...d.~'" (" REAGER & ADLER, PC ATTORNEYS AND COUNSELORS AT LAW ~ 2331 MARKET STREET CAMP HILL, PENNSYLVANIA 17011-4642 717-763-1383 TELEFAX 717-730-7366 WEBSITE: ReagerAdlerPC.com THEODORE A. ADLER + OAVID W, REAGER LINUS E. FENICLE OEBRA DENISON CANTOR THOMAS O. WILLIAMS SUSAN H. CONFAlR PETER L. LEONE Writer's E-Mail Address:tomwill@epix.net + Certified Civil Trfal Specialist November 6, 2000 via Telecopier & First Class Mail Craig A. Diehl, Esquire LAW OFFICES OF CRAIG A. DIEHL 3464 Trindle Road Camp Hill, PA 17011 RE: John T. Lewis and Claudia R. Girrbach v. Westhafer Construction, Inc. Docket No. 00-4794 Civil Term Westhafer Construction, Inc. v. John T. Lewis and Claudia R. Girrbach Docket No.: 99-6418 MLD Term Our File No.: 99-724 Dear Craig: As you will recall when I met with you and your clients at our client's house on Friday, October 27, 2000, representatives from your client took photographs and notes during the walk through. It is our contention that all of these documents and photographs are discoverable and we hereby request that the same be produced to our office. We further believe that it is not necessary to serve an additional request for production of documents inasmuch as our previous request is a continuing request under the Rules of Civil Procedure. You will note that Item No. 12 under our original request for production of documents sets forth a request for any and all notes, reports, memoranda, or documents of any kind relating to the project. In addition, Item No. 16 under the original request for production of documents requests photographs or video tapes depicting the project. Please let me know when the requested items will be produced. Should you have any questions regarding this matter, please do not hesitate to call me. Very truly yours, _ /' - I ( ,IIY "j' rj.~>~--'<~ '- / .',,--, Thomas O. Williams TOW/cmc cc: John T. Lewis ) -'I JOHNT. LEWIS and CLAUDIA R GIRRBACH, : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYL VANIA Plaintiffs v. : NO. 00-4794 CIVIL TERM WESTHAFER CONSTRUCTION, INe., : CIVIL ACTION - LAW Defendant *********************** WESTHAFER CONSTRUCTION, INC., : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYL VANIA Plaintiff v. : NO. 99-6418 MLD TERM JOHNT. LEWIS and CLAUDIA R. GIRRBACH, : CIVIL ACTION - LAW Defendants INTERROGATORIES OF JOHN T. LEWIS AND CLAUDIA R. GIRRBACH PROPOUNDED UPON WESTHAFER CONSTRUCTION, INC. I. INSTRUCTIONS You are directed to submit written answers under oath to each of the following questions, pursuant to Pa. R.C.P. 4005 and 4009. You must make reasonable efforts to obtain answers to any question as to which information may be available to you. If you gain information at some later time which causes you to know that your answers were incorrect when made of have become incorrect, you must supplement the answers you give in response to these questions, as provided in Pa. RC.P. 4006. If you gain information at some later time respecting the identify of persons about whom a question is asked, you must supplement the answers you give in response to these questions, as provided in Pa. RC.P. 4006. Within thirty (30) days, you must return the signed original of these interrogatories to counsel for Lewis and Girrbach. In answering these questions, assume that all words used have their ordinary meanings in normal English usage, except as provided below or where contest requires other interpretation. i'. " "'-~,. II. DEFINITIONS "Identify", when used in respect of a person, means to state that person's name, address, telephone number, job classification and such other information as would enable counsel for Lewis and Girrbach to locate the person, interview him or her, or serve a subpoena upon him or her. When used in respect of a document, the date of its making or execution, the identity of the person or persons who made or executed it, and the particular part, paragraph, or other subdivision there of which is particularly relevant to the question; also state the place where it is kept and identifY the person in whose custody it may be found, with such specificity as will enable counsel for Lewis and Girrbach to obtain the document through the use of a subpoena. When used in respect of a communication, it means to identify the parties to the communication that means of communication, and the date and time thereof. "You" or "Your" means W esthafer Construction, Inc. "Person" means any natural or juridical person, group of persons, or association. "Communication" means any transmission or exchange of information or meaning between two or more persons in any form. "Document" means any writing, recording or other material substance having on it a representation of some information, whether in the form of magnetic impulses, printing, or any other medium in which information may be preserved. III. SPECIAL INSTRIJCTIONS 1. If you do not answer an interrogatory, in whole or in part, because ofaclairn or privilege, set forth the privilege claimed, identify the facts upon which you rely to support the claim of privilege; and identify all documents for which such privilege is claimed. In particular, if you refuse to identify a communication because of a claim of the attorney/client privilege, identify the speaker or author ofthe communication the capacity in which the speaker or author was acting when he made the communication; the recipient of the communication, any persons present when the communication was made, and the subject or topics discussed in the communication. 2. Unless otherwise specified, each interrogatory requires a continuing answer. Each separate part of each interrogatory shall be separately answered. 3. Along with the answer to each numbered interrogatory, identify each person who participateq in or supplied information with respect to the preparation of the response to such interrogatory, specifying whether each of such persons supplied relevant information, participated in the preparation of the response, or both. If the response to any interrogatory contains information supplied by more than one person, specify the particular information supplied by each such person. State whether he/she had first-hand information as to the matters 2 -~ ~ .. til'" contained in your answers, and if so, the manner in which he acquired such information, or if not, the basis for his participation or involvement. 4. As specified by the Pennsylvania Rules of Civil Procedure, you are required seasonably to supplement or amend your responses to these interrogatories based upon any and all information obtained after filing such responses. IV. SPECIAl, INST~UCTION AS TO ORAL COMMUNICATIONS AND WRITTF.N COMMUNICATIONS I. With respect to any interrogatory in which reference is made to this special instruction, set forth with regard to each oral communication the following: A. The name, company or other affiliation, title or other identifying feature of the individual who made the oral communication. B. State the name(s) of each individual to whom such oral communication was made, including such description of those individuals as to enable counsel for Lewis and Girrbach to identify those individuals as to their affiliation, title or responsibility. C. State the date upon which such oral communication was made. D. State the place where such oral communication was made. E. State the name and identification of each individual who heard the oral communication if different or in addition to those individuals to whom such oral communication was made. F. State in detail the nature of the words communicated during such oral communication repeating the actual words used to the extent possible and, when not possible, paraphrasing those words. G. State if any individual to whom such oral communication was made, rnade any statements in response to said communication, and if so, identify such responses in sufficient detail by quoting the precise words used or by otherwise phrasing those words. H. State if said oral communication(s) was/were ever memorialized in any document or set forth a copy of same. 3 , -- ,,-~, >1 ". I. If response to any interrogatory refers to a written communication, set forth the following: (a) a copy of such written communication; or (b) a detailed identification of such written document, including at least the following: (i) the date of the document; (ii) the name of the party who wrote the document; (iii) the name of the party to whom such documents were sent and the date upon which such documents were sent; (iv) the date upon which such document was received by the recipient; if known; (v) a full description of the contents of the document; (vi) if any response to said document was received and, if so, identify said response in sufficient detail so as to include the same information indicated in the preceding subparts of this instruction. 4 . , ~ INTERROGA TORIES 1. Identify each expert you intend to call as a witness at the trial of this matter, and for each expert state: (a) The subject matter about which the expert is expected to testify; and (b) The substance of the facts and opinions to which the expert is expected to testify and a summary of the grounds for each opinion. (You may file as your answer to this interrogatory the report of the expert or have the interrogatory answered by your expert.) ANSWER: 5 hi. -61' 2. Identify each person you intend to call as a non-expert witness at the trial of this case, and for each person identified, state your relationship with the witness and the substance of the facts to which the witness is expected to testify. ANSWER: 6 ,;j , .., ,,~. > "-" .. 3. State the subject about which each witness listed on the document attached hereto identified as Exhibit "A" will testify. ANSWER: Dated: November 10, 2000 J By: Theo ore A. Adler, Esquire Attorney I.D. No. 16267 2331 Market Street Camp Hill, PA 17011-4642 Telephone: (717) 763-1383 Attorneys for Lewis and Girrbach ~ --!..-~. -. ~, -. . ~ - , >-< EXHIBIT "A" ,r' '.... J ~ " ~';", , . '.' .. '::~":". . ;. . . . .',::.; < ..... . , ". .," ...... .... '::\..'~> ~..>.;... ..:. ' '. ,:. ~::~~~:~~t~<':~.~. ..~ .,' ',... . '; .' . "./7i 7; 697-6305;' FAX(7.j 71 697-6.307 J20WestA/'eri Street..lI(1~Ni'licsburg.: PA.170S5 ..... , ,. " Witnesses' Sam Turpin Brian Matter Dennis Mucholland - George Shickley Dick Price Barry Chriss ' Tony Miller Don MoGowan AI Buerk Mr. Wensler Mike Williman Dallas Barton Flash Electric Mateer Cabnetry Flooring Contractor Alside Supply PNC Bank Loan Officer Rite Aid Corporation Rite Aid Corporation PNC Bank Buerks Painting & Remodeling PNC Bank M. H. Williman Drafting I Design Barton Tree Service j,-' "' '. ,ii;, CERTIFICATE OF SERVICF, AND NOW, this lOth day of November, 2000, I hereby verifY that I have caused a true and correct copy of the foregoing Interrogatories to be placed in the U.S. mail, first class, postage prepaid and addressed as follows: Craig A. Diehl, Esquire LAW OFFICES OF CRAIG A. DIEHL 3464 Toodle Road Camp Hill, PA 17011 8 - - CERTIFTCA TE OF SERVIn: AND NOW, this /3.J1.. day of December, 2000, I hereby verify that I have caused a true and correct copy of the foregoing Motion of John T. Lewis and Claudia R. Girrbach to Compel Answers to Request for Production of Documents and Interrogatories Propounded upon Westhafer Construction, Inc. and Request for Expedited Determination of Motion to be placed in the u.s. mail, first class, postage prepaid and addressed as follows: Craig A. Diehl, Esquire Linda A. Clotfelter, Esquire LAW OFFICES OF CRAIG A. DIEHL 3464 Trindle Road Camp Hill, PA 17011 THOMAS O. WILLIAMS, ESQ , ._':-~- ~~ - . .; "-'""