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PLEADI~GSII"""~,"jI'l'_t1l(J.IJ.97/~t
.,
IN RE: JOSEPH RICHARD FRANK,
A Minor
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
NO. CTl- 8735 Cu.....SlI€. (('YJ
ORDER
AND NOW, this~. day of
Od"tlbt/' ,1997, after due
consideration of the foregoing Petition, IT IS HEREBY ORDERED AND
DECREED:
1. The settlement of the personal injury claim of Joseph
Richard Frank, a Minor, brought under and by virtue of the injuries
he sustained in a dog-bite accident that occurred on July 20, 1996,
for the sum of Twenty-Five Thousand Dollars ($25,000.00) is hereby
approved as being fair and equitable.
2. The settlement amount of ~wenty-Five Thousand Dollars
($25,000.00) is hereby ordered to be distributed as follows:
Joseph Richard Frank,
balance of settlement, ".." ,...." ,.',., $18,047.83
Hepford, Swartz & Morgan --
Reimbursement for Costs Advanced:
Photocopying charges, ",..., $
Postage charges .',... ",.... $
Telephone charges., ,. ,." ,.. $
Medical Records/Reports ,. ". $
Travel Expenses ,.,.., ",. ." $
Total Costs .. .." ",... $
56.09
13,13
24.63
315.14
18.00
426.99
Hepford, Swartz & Morgan
Attorneys' Fees (25\
of $25,000) .........,.......,
$6.250,00
.PLIADI N'OS/ !"...l.",".._p.II'/O./ J.fJ7,~l
"
3. Upon payment of the aforesaid sums in the manner above
described, David Goodyear, Vicki L, Goodyear and Erie Insurance
Company shall thereby be fully released from all claims which
Joseph Richard Frank, a Minor, had against David Goodyear, Vicki
L. Goodyear and Erie Insurance Company by reason of the injuries
he received from the dog bite that occurred on July 20, 1996.
Petitioners, Richard J. Frank and Brenda Pallante are hereby
authorized on behalf of Joseph Richard Frank, a Minor, to execute
a Release in favor of. David Goodyear, Vicki L. Goodyear and Erie
Insurance Company.
/l.4-.
J.
3
.P[,EM IN'as I f"",'.Itt,,,.!'IV/O./ :t.rn!,/'
IN RE: JOSEPH RICHARD FRANK,
A Minor
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY. PENNSYLVANIA
NO. Q7. 57,1'50(.(.1.9 7i'rf7l
AND NOW, this
ORDER
day of
. 1997. it
is hereby ORDERED that a hearing on the petition for Approval of
Settlement and Distribution of Proceeds for a Minor shall take
place on
at
in
Courtroom #
J.
'PU;ADlN(HiI /r'II1L'lIll/"t/J(I '."'97/1~
IN RE: JOSEPH RICHARD FRANK,
A Minor
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
NO. q,- S'7~5 G.~J)l€((Yl
PETITION POR APPROVAL or SETTLEMENT
AND DISTRIBUTION or PROCEEDS rOR A MINOR
TO THE HONORABLE, THE JUDGES OF SAID COURT:
The Petitioners, Richard J, Frank and Brenda Pallante, parents
and natural guardians of Joseph Richard Frank, a Minor, through
their counsel, HEPFORD, SWARTZ & MORGAN, petition this Honorable
Court for an Order pursuant to 20 Pa.C.S. ~5103 and respectfully
represent as follows:
1. petitioner Richard J. Frank is an adult individual who
resides at 11880 Crestwood Circle, Waynesboro, Pennsylvania. He
is the father and natural guardian of Joseph Richard Frank, a Minor
(hereinafter the "Minor"), who sustained personal injuries 'on July
20, 1996, when he was a visitor in the home of Vicki L, Goodyear
and was bitten in the face by David Goodyear'S dog in Cumberland
County, Pennsylvania. The Minor's date of birth is November 29,
1979, and he is 17 years old.
2. Petitioner Brenda Pallante is an adult individual who
resides at 917 Petersburg Road, Carlisle, Pennsylvania, She is the
mother and natural guardian of the Minor.
'PLEADINGS/I,.,,,./' '"'" f.t/f(),1.1.rn/Jl
3. On the date of the accident, the Minor resided with
Petitioner Brenda Pallante. petitioner Richard J. Frank had a
healthcare insurance policy covering the Minor.
4. petitioners Richard J. Frank and Brenda Pallante, as
parents and natural guardians of the Minor, brought a personal
injury claim against vicki L. Goodyear. Vicki L. Goodyear had
homeowners insurance with Erie Insurance Company on the date of the
occurrence.
5. Erie Insurance Company has offered to pay Twenty-Five
Thousand Dollars ($25,000,00) for the Minor's claim arising from
his injuries in return for a release of the Minor's claim, (A copy
of the requested release is attached hereto, marked Exhibit "A" and
incorporated herein.)
6, The Petitioners consider the offer of Twenty-Five
Thousand Dollars ($25,000.00) to be a fair settlement and they
believe that it is in the best interest of the Minor to accept that
offer.
7. There were medical expenses arising from the treatment
of the injuries sustained by the Minor. All such medical expenses
were covered by, and paid for by, Petitioner's health insurance
2
'PLEADINOSI/rou.l.lfti"",V'IO-13.fJ7hl
carriers, Pennsylvania Blue Shield and Capital Blue Cross.
Petitioners intend to reimburse Pennsylvania Blue Shield and
Capital Blue Cross for their respective liens of $258.00 and
$108.90 less 25% for attorneys' fees. (See attached letters from
Attorney Paul J. Gitnik marked Exhibit "B" and incorporated
herein, )
8. Petitioner Richard J. Frank retained Dennis R. Sheaffer,
Esquire, of the law firm of Hepford, Swartz & Morgan, to represent
the Minor and he entered into an agreement with said attorney under
which said attorney is to be paid 33-1/3% of any settlement for
professional services rendered. Dennis R. Sheaffer, Esquire, and
HEPFORD, SWARTZ & MORGAN have agreed to reduce their fee to twenty-
five percent (25%), or the sum of six Thousand Two Hundred Fifty
Dollars ($6,250,00), Additionally, said fee agreement provided for
the payment of costs advanced and incurred by the attorney which
amount to Four Hundred Twenty-Six Dollars and Ninety-Nine Cents
($426.99), (See HEPFORD, SWARTZ & MORGAN ATTORNEY'S AGREEMENT,
attached hereto, marked Exhibit "C" and incorporated herein.)
,
9. As a result of the July 20, 1996, accident, the Minor
experienced physical trauma and anxiety. The Minor was bitten in
the face by a dog in the home of his friend. This was a
frightening ordeal for a 16-year-old boy to undergo, and the Minor
experienced permanent injuries,
3
..I
'PLEADINGS/ f,.,,,l.IfII"'I,,VIO.1 J.97/,1.
10. Your petitioners believe, in light of the facts set forth
in this Petition, that a fair, just and equitable distribution of
the
settlement
proceeds of Twenty-Five Thousand Dollars
($25,000.00) would be as follows:
Joseph Richard Frank,
balance of settlement ... ,. ......... ......
$18,047.83
H~pford, Swartz & Morgan --
Reimbursement for Costs Advanced:
Photocopying charges .......' $
Postage charges., "" .,..... $
Telephone charges '.., "..... $
Medical Records/Reports, ,... $
Travel Expenses" .,.,.,.,... $
56.09
13,13
24.63
315,14
18.00
426,99
Total Costs. ,'.' "..... $
Hepford, Swartz & Morgan
Attorneys' Fees (25%
of $25,000) ...............,..
$6,250,00
Total Attorneys' Fees and
Reimbursement for Costs
Advanced ....,....,......,..,...,....
$ 6,676.99
Pennsylvania Blue Shield
($258.00 less 25%
Attorneys' Fees)
Capital Blue Cross
($108.90 less 25\
Attorneys' Fees)
$193.50
$ 81.68
Total Blue Cross/
Blue Shield Liens
$
275.18
525.000.00
11. The balance of Eighteen Thousand Forty-Seven Dollars and
Eighty-Three Cents ($18,047.83) payable to the Minor, shall be
4
GENERAL RELEASE
For the consideration of Twenty Five Thousand Dollars ($25,000,00). receipt of which is hereby
acknowledged, I/we release and discharge. and for myself/ourselves my/our heirs, repres(;lnlatives,
executors. adminislralors, successors and assigns, do hereby remise, release and forever discharge
David Goodyear and Vicki L. Goodyear hereinafter referred 10 as Ihe releasee(s). his/her/lheir/its heirs.
execulors. administrators. insurers, successors and assigns, and any and all olher persons. firms.
corporalions. associations, of and from any and all causes of aclion. suils. judgments, claims and
demands of whalsoever kind, in law or in equily, known and unknown, which IIwe now have or may
hereafter have, and/or which Ihe minor Joseph R Frank now has or may hereafter have, from the
claimed legal liability of releasee(s), which Iiabilily releasee(s) expressly deny(ies), arising from or by
reason of any and all bodily or personal injury and/or property damage known and unknown, foreseen
and unforeseen which herelofore has/have been or which hereafter may be sustained by me/us or the
minor aforementioned arising out of the accident on or about July 20, 1996. at or near Mount Holly
Sprinlls, in Ihe County of Cumberland, in Ihe Slale of Pennsylvania, in which the minor aforementioned
sustained personal Injuries and/or property damage. This is not a release of any claim to or
entitlement to benefits from any policy of health insurance under which the undersigned or Joseph R
Frank is an insured.
INoIe agree that the consideration set forth above is specifically applicable to and paid to me/us wilh
respect to any and all damage 10 any property, eilher real or personal, of mine/ours or the minor
aforementioned, and wilh respect to any and all personal or bodily injury of mine/ours or the minor
aforementioned, whelher presently known or unknown, foreseen or unforeseen or which may
subsequently develop and the consequences Ihereof, all as arising from Ihe aforementioned accident.
INoIe further agree that the consideration set forth above is specifically applicable to and paid to me/us
wilh respecl to any right of contribution that IIwe or the minor aforementioned may have against the
releasee(s), his/her/lheir/its heirs, executors, adminislrators, insurers, successors and assigns relative
to claims of other than thai may be brought against me/us or the minor aforementioned by reason of
said accident.
INoIe further agree that the consideration sel forth above is specifically applicable to my/our agreement
that IIwe or Ihe minor aforementioned will not join nor attempt to join the releasee(s), his/her/lheir/its
executors, administrators, insurers, successors and assigns in any capacity, in any action that may
be brought againsl me/us or the minor aforementioned arising out of said accident.
In consideration of the aforesaid payment, IIwe for myself/ourselves and my/our heirs, representatives,
executors, administrators, successors, and assigns do hereby:
(1)
agree to indemnify and hold forever harmless the releasee(s) and his/herlitsltheir
represenlatives, adminislralors, or assigns, against loss from any and all further claims,
demands or aclions Ihat may hereafter be mads at any lime or broughl against the
releasee(s) by me/us or Ihe minor aforementioned, or by anyone in our behalf for the
purpose of enforcing a further claim, for which Ihis release is given;
warrant that IIwe have received no money or other valuable consideralion from any olher
person or persons by reason of any causes of action, suils, covenants, agreements,
Judgments, claims and demands of whalsoever kind, which IIwe now have or may
hereafter have, for injuries 10 person or property arising out of the aforementioned
accident or for the other matters for which this release is given,
(2)
Intending to be legally bound thereby, WITNESS my/our hand(s) and seal(s) this
,1997.
day of
WITNESS:
Richard J. Frank, Father
Brenda Pallanle, Molher
(Seal)
(Seal)
EXHIBIT "A"
PAUL J. GITNIK & ASSOCIATES
ATTOItNEVS AT LAW
"aul J. Gllnlk Centre
UOI UrouKhton Ruad
I'lll.hUfKh,l'ennlylvanla IS2J6-J469
Telephone: (4U) 6SJ-8702
(800) 426,OSSS
E-mail: aJJodate'@Kllnlk.eom
Faellmlle: (4U) 6SS.872\
Employer Identlne.llon No. :ZSo\661182
October 7, 1997
DeMls ShealTer, Esquire
Hepford Swartz 8l. Morgan
III North Front Street
1'0 Box 889
Harrisburg, PA 17108
Re: Capllal Blue Cross
Patient: Frank, Jo,eph
Contract No.: 17J404197H
Date orlnjury: JullO, \996
Dear Mr. SbealTer:
As you are aware, this law firm has been retained as legal coun,elto Capital Blue Cross ("CBC") with
regard to the above-referenced subrogation case.
Enclosed please lind a copy of the preliminary Record of Claim Payments prepared by CBC which
indicates that CBC's subrogation lien amount is SI08.90, paid as of October 7. 1997, We reserve the right to
provide you with and shall expect you to request an updated CBC Record of Claim Payments prior to the final
settlement andlor resolullon of this subrogation case with this firm.
As you are aware, CBC's subrogation lien is separate and distinct from that of Medicare. PeMsylvania
Blue Shield andlor any oilier Blue Cross andlor Blue Shield Plan(s),
When appropriate, please ensure thai the draft is made payable to Paul J. Gllnlk & Assoclales, AlIorney.
for CBe,
If you should have any questions regarding this matter, please feel free to call me.
Very truly yours,
PAUL 1. GITNIK 8l. ASSOCIATES
Q ~p ~,,~~~-"
Paul 1. Gitnik
P JG/aka
Enclosure
EXHIBIT "B"
~
rar'1oo
SUBDWII
EXPLANATION OF 8LUE CROSS BENEFITS
, .
This IS a benelll slalement for Ihe pal lent noled,
It you have any quesllons. please conlact your
nearest Blue Cross office. Locations are
noled on the reverse side,
1.0.11111.1..1.1,11..1..1.1,1...,11...11.1.1..1,.1.11.1101..11
RICHARD FRAKK
11880 CRESTWOOD CIR
WAYKESBORO PA 17268-9339
09.110.196
PIII."I
JOSEPH
173404197
651993000
FRAKK & HECKIIAK PC
Clllm 0564593
Pro.lder CARLISLE HOSPITAL
TypootlOrvlc. OUTPATIEKT
Service 01"(1) 07.120.196
DATE RECEIVED 08.102.196 DATE PAID 08.114.1'
Cont'lcl
Group No.
Group Nam.
Servicts Provided
Provider
Chorgll
Blue Cra..
Benl1lflts
Non.Covered
Chlrge.
R.markS
Cod.
PHARIIACY
SUPPLIES
EIIERGEKCY
,00
------------------- 49.00 49.00
------------------- 36,00 36,00
ROOII ------------- 157,00 157.00
TOT A L S 242,00 242,00
IF YOU HAVE AKY QUESTIOKS ABOUT THIS EXPLAKATIOK OF BEKEFITS.
PLEASE CALL 1-800-958-5558 BETWEEK THE HOURS OF 8100 A.II. AKD 6'00 P.II.
,00
,00
.00
;kid U PJ-,fI/tJJ-.Jo
: :.:::-- ~..'; ':"1; "(O\J
"
Pennsylvania 81ueShJeld
An IncHlpend.nILc...... oIlht 8u. 00.. and BIuI ShIeld "'~11l1on
Camp HID, PA 17089
October 21, 1996
OH17340U97
P.tlent
Subecrlber
Contract 10
Group Number .
D.te Accident.
B.S. Cont.ct I
Attorney I
Joeeph Fr.nk
Richard Frank
H173404197
651993000
July 20, 1996
SUB E. IAXA
P.ul J. Gltnlk,
<~ 8
,~ =I
'..:". j J
Eeq.
Penneylv.nl. Blue Shield Tot.l....$258.00
CLAIM INFORMATION
PROVIDER DATE SERVICE
PROVIDER
CHARGE
AMOllN'l'
PAID
DATE
PAID
RWC Corp Emg 07/20/96
Anee , Recon Sur 07/21/96
$66.00
$700.00
$60.00
$198.00
08/16/96
08/07/96
I
,
SIZ/pas
,
,
EXHIBIT .Cn
LA W OFFICES
HEPFORD, SWARTZ '" MORGAN
ATTORNEY'S AGREEMENT
THIS AGREEMENT, entered inlo this ~ay of ;:r;; l. 'I , 19 '1~by and between HI':PFORD.
SW TZ & M08.GAN, Attorneys-at-Law, (hereinafter "Allorney"), and
,'- ItfLO ,f-/l.4rJl<! (hereinafter "Client"). WITNESSETH: That Allomey, for the
cons erat on ere na er st,f,u ate, as un ert en and does hereby undertake and agree with Client to act as legal
eou.nsel in negotiatinta sell en;r:; and if the same is not effected, in bringing, conducting and rosecuting action
lIllalnSt V"',..~, Ayo" oo'ft:l"1- to recover damages for I ~,.; ~JCf'H L,
(:.(J1l -+ DDfr 81T E which occurred on or about "U>, 19 b
.
ATTORNEY FEE:
In consideration for services so rendereu by Allomey, it is hereby agreed by and between the parties hereto that
Allomey shall be compensated as foliows:
(a) Thirty-Three and One-Third (33-1/3%) 'percent of gross recovery if the case is sellled before jury
selection in a jury trial case, before commencement of trIal in a non-jury trial case, or before the commencement of
the hearing In a mailer first heard by arbitrators; or
(b) Forty (40%) percent of the gross recovery if the case is sell led any time after it proceeds to jury
selection at trial or If a gross recovery is obtained in any other manner at or after the selection of the jury in a jury
trial case, after commencement of the trial in a non-jury trial case or after the eommencement of the hearing in a
mailer first heard by arbitrators.
The Allomey's fee as set forth above covers only the Allomey's services through and including the trial of the
Client's case and any posttrial proceeding before the trial court. If the case is appealed to a conrt beyond the trial
court, then the Client must enter a new agreement with the Allomey or make additional arrangements for the
Allomey's fee for services for representing the Client in the appeal.
"Gross recovery" shall mean the full amount of selllement proceeds or the full amount of verdict, including any
pre-judgment Interest, without reduction for expenses or costs advanced or incurred.
Allomey shall have a lien on any sum or sums recovered, whether by selllement or judgment, for services
rendered, costs advanced and expenses incurred under this Agreement.
If for any reason the services of the Allomey are terminated, either by the Allorney or by the Client, Allomey
shall have a right to be compensated for the reasonable value of the services provided to Client. The reasonable value
of the Allomey's servi.es shall be the greater of the amounts determined as follows:
(a) by applying the hourly rates ordinarily charged by the Allorney during the time of Allorney's
represenlation to the time expended by Allomey in this mailer; or
(b) Thirty-Three and One-Third (33-1/3%) percent of the highest offer to sellle Client's case received
prior to termination.
The right of Allomey to receive any such compensation will be contingent upon Client obtaining a recovery
in this case by selllement, verdict or olherwise. Additionally, the Client will then also become responsible for the
payments ofallthe expenses and costs incurred by HEPFORD, SWARTZ & MORGAN on the Client's case. Said
expenses and costs will become immediately due and owing to IIEPFORD, SWARTZ'" MORGAN.
EXPENSES OF LITIGATION:
Any necessary and reasonable costs advanced by Allomey in the preparation and preGCntation of Client's claim,
and all expenses allendant thereto. shall be the responsibility of the Client to pay upon the Client's obtaining a
recovery in the case. Allorney retains the right to request that the Client advance said expenses and costs. Allomey
may apply any funds held in escrow on behalf of Client to the costs and expenses of Iiugation.
SETTLEMENT PROVISIONS:
All olTers to sell Ie, adjust or compromise the above claim shall be reviewed between Client and Allomey
before any such offer is either accepted or rejected. Client further agrees to consider seriously any recommendation
for selllement made by Allorney and not to unreasonably withhold consent to such selllement recommendation.
EXHIBIT "e"
DISCHARGE OR WITHDRAWAL:
In the event that Allorney subsequently determines thaI the claim or suit lacks merit, or Client unreasonably
withholds consent to any bona fide selllement recommendalion made by Allomey, or Client refuses or fails to
cooperate with AlIomey, or Client cnnceals or misrepresents facts regarding tho above elaim, or Client commits a
breach of this Agreement, AlIorney shall have the righlto terminate his services upon giving reasonable notice to
Client.
MISCELLANEOUS:
Client understands, acknowledges and agrees that AlIorney docs not guarantee the outcome or eventual result
of the above claim.
'lbis a~reement contains the final and entire agreement between the parties hereto and expresses the embodiment
of all negotiations and agreements prior to its execulion. The parties hereto shall not be bound by any terms,
statements, conditions or representations, oral or wrillen, expressed or implied, not specifically set forth in this
agreement.
IN WITNESS WIIEREOF, the parties hereto, iatending to be legally bound, have hereunto set their hands and
seals to this Agreement, in execution thereof, the day and year first above wrillen.
WITNESSES:
HEPFORD. SWARTZ & MORGAN
'~
(SEAL)
(SEAL)
ADDENDUM
Authorization 10 Distribute AlIornev Fees:
Client understands that has a right for services rendered to receive part of
the AlIorney Fee payable to Allorney in this case. Client hereby authorius Allorney to distribute a part of the
Allorney Fee in this case to . It is understood by Client thaI said payment to
docs not increase the AlIorney Fee for which ellent is liable to Allorney for the
services rendered in this case.
WITNESSES:
IIEPFORD. SWARTZ & MORGAN
By:
(SEAL)
(SEAL)
FORHS/1tiP1FBB.AGR
2