HomeMy WebLinkAbout01-2412 FX
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John A. Statler, Esquire
Attorney 1 D. No. 43812
GOLDBERG, KATZMAN & SHIPMAN, P.C.
320 Market Street
P.O. Box 1268
Harrisburg,PA 17108-1268
Telephone: (717) 234-4161
Attorney for Defendant Erie Insurance Group
KEITH W. ROSSMAN and
SUSAN L. ROSSMAN, Individually and
as Co-Administrators of the ESTATE OF
CHRISTOPHER W. ROSSMAN,
Plaintiffs
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION - LAW
v.
NO. 01-2412 CIVIL TERM
ERIE INSURANCE GROUP,
Defendant
PETITION FOR COURT APPROVAL AND ALLOCATION
OF WRONGFUL DEATH AND SURVIVAL ACTION SETTLEMENTS
AND NOW, comes the Defendant, Erie Insurance Group, by its attorneys, Goldberg,
Katzman and Shipman, P.C., who file this Petition for Court Approval of Wrongful Death and
Survival Action Settlements based on the following:
1. Plaintiffs Keith and Susan Rossman are adult individuals, husband and wife, who
reside at 305 Cherokee Drive, Mechanicsburg, P A 17050.
2. Defendant Erie Insurance Group is an insurance company authorized to conduct
business in the Commonwealth of Pennsylvania with a principal place of business at 4901 Louise
Drive, Mechanicsburg, Pennsylvania 17055.
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3. At all times relevant hereto, Plaintiffs were insured by the Erie Insurance Group
for automobile insurance under Pioneer Family Auto Policy number Q09 1703197H. (A true and
correct copy of the Declaration Page for the Erie policy is attached hereto as Exhibit "A").
4. The Pioneer Family Auto policy provided $500,000.00 in stacked underinsured
motorist coverage to the Plaintiffs.
5. Plaintiffs Keith and Susan Rossman were the parents of Christopher W. Rossman,
who was killed in an automobile accident in the State of Texas on June 10, 2000.
6. At the time of his death, Christopher W. Rossman was 21 years old, unmarried,
with no children or other dependents.
7. Plaintiffs have settled the liability claim against the party at fault for this accident,
and now seek court approval to settle their claim for underinsured motorist benefits against Erie
Insurance Group.
8. Erie Insurance Group has agreed to pay its full underinsured motorist policy limits
of $500,000.00 to settle the Plaintiffs' claim.
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9. The proposed settlement will be allocated as $380,000.00 to settle the wrongful
death action and $120,000.00 to settle the survival action arising out of the death of Christopher
W. Rossman.
10. The Commonwealth of Pennsylvania, Department of Revenue, has been apprised
of the proposed allocation between wrongful death and survival claims and has approved the
proposed allocation. (A copy of the March 14, 2001 approval letter form the Department of
Revenue is attached hereto as Exhibit "B").
WHEREFORE, Defendant Erie Insurance Group respectfully requests this Honorable
Court to approve the proposed settlement and allocation of wrongful death and survival action
claims in accordance with the terms outlined in this Petition.
Respectfully submitted,
GOLDBERG, KATZMAN & SHIPMAN, P.C.
By ~. s;:;U _
JO~A\ta~ ~
Attorney 1 D. No. 43812
320 Market Street
P. O. Box 1268
Harrisburg, PA 17108-1268
Telephone: (717) 234-4161
Attorneys for Defendant Erie Insurance Group
DATE: '-t /2&/0/
61546.1
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VERIFICATION AND CONCURRENCE
WE, KEITH W. ROSSMAN and SUSAN L. ROSSMAN, hereby verify that we have
reviewed the proposed Petition for Court Approval and Allocation of Wrongful Death and
Survival Action Settlements and concur in the proposed settlement and allocation.
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DATE
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KEITH W. ROSSMAN
Ani:> ~ \a ? cY'l\
DATI J
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SUSAN L. ROSSMAN
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CONTINUATION NOTICE
AA7646
FETROW INS ASSOCIATES
KEITH W ROSSMAN &
SUSAN LROSSMAN
305 CHEROKEE DR
MECHANICSBURG PA 17055-2506
AGENT - FETROW INS ASSOCIATES
*****
AGENT PHONE - (717) 766-3200
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ERIE INSURANC& EXCHANGE
PIONEER FAMILY AUTO POLICY
09/17/99 TO 09/17/00
Q09 1703197 H
5299 E. TRINDLE RD.
MECHANICSBURG PA 17055 3552
************************************************************
* CONGRATULATIONS! A PIONEER EXPERIENCE RATING CREDIT HAS *
* BEEN APPLIED TO YOUR POLICY PREMIUM. *
************************************************************
ITEM
AUTO
1
2
4. AUTOS COVERED
YR MAKE
93 FORD EXPLORER
00 BUIC LESABRELTD
VIN ST
1FMDU34X7PUA68888 PA
1G4HR54K7YU121903 PA
TER
4F
4F
SYM
6
A
RATING CLASS
AlAS-MULTI
A1BS-MULTI
DDP
ITEM 5. INSURANCE IS PROVIDED WHERE A PREMIUM, OR INCL, IS SHOWN FOR THE
COVERAGE. COVERAGES, LIMITS AND ANNUAL PREMIUMS ARE AS FOLLOWS-
#1 #2
*****GOOD DRIVER RATES APPLY*****
--- THE FULL TORT OPTION APPLIES TO ALL PRIVATE PASSENGER VEHICLES.
LIABILITY PROTECTION-
BODILY INJURY $250M/PERSON $500M/ACC
PROPERTY DAMAGE $100M/ACC
FIRST PARTY BENEFITS-
MEDICAL EXPENSE $100M
INCOME LOSS $ 1M/MONTH , $15M MAXIMUM
ACCIDENTAL DEATH $5M
FUNERAL BENEFIT $2.5M
UNINSURED MOTORISTS COVERAGE-
BOD INJ $250M/PERSON $500M/ACC-STACKED
UNDER INSURED MOTORISTS COVERAGE-
BOD INJ $250M/PERSON $500M/ACC-STACKED
PHYSICAL DAMAGE COVERAGES-
COMPREHENSIVE - $50 DED
COLLISION - $500 DED
OPTIONAL COVERAGES-
ROAD SERVICE
TRANSP EXPENSES - COLL $20/DAY, $900/LOSS
64 66
47 50
49 37
11 8
1 1
2 1
22 22
81 81
33 61
79 137
4 4
12 12
405 480
885
TOTAL ANNUAL PREMIUM FOR EACH AUTO
TOTAL ANNUAL POLICY PREMIUM $
ITEM 6. APPLICABLE POLICY, ENDORSEMENTS, EXCEPTIONS TO DECLARATIONS ITEMS
ALL AUTOS - FAP 04/97, AFPN01 10/98*, AFPA03 10/98*, ABPE01 12/90.
AUTO 1 - AFPU01 04/99*.
AUTO 2 -AFPU01 04/99*.
.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPARTMENT 280601
HARRISBURG, PA 17128-0601
Telephone
3/14/2001
717-783-0972
Michael J Kane, Esquire
Kane and Mackin
3300 Trindle Road
Camp Hill, PA 17011-4432
Re: Estate of Christopher W Rossman
File Number 2100-0595
Dear Mr. Kane:
The Department of Revenue has received a letter discussing the Petition
for Approval of Settlement Claim to be filed on behalf of the above-
referenced Estate in regard to a wrongful death and survival action. It has
been forwarded to this Bureau for the Commonwealth's approval of the
allocation of the proceeds paid to .settle the actions.
Pursuant to the letter~ the
motor vehicle accident. Oecedent
W. Rossman and Susan L. Rossman.
21 year old decedent died as a result of a
is survived by the decedent's parents, Keth
Please be advised that, based upon these facts and for inheritance tax
purposes only, this Department has no objection to the proposed allocation of
the gross proceeds of this action, $ 380,000.00 to the wrongful death claim
and $ 120,000.00 to the survival claim. Proceeds of a su~vival action are an
asset included in the decedent's estate and are subj ect to the imposi t i.or.. :.....f
PeT"J..n-s~11,,:,":,,,::lQi'9. inheritan~-:e tax. 42 .I?a.C.S.A. ~8302; 12 P.S. tls:9106,. 9107.
Costs and.tees must be deducted in the same percentages as the proceeds dre
allocated. In re Estate of Merryman, 069 A.2d 1059 (Pa. Cmwlth. 1995)_
I trust that this letter is a sufficient representation of the
Department's position on this matter. As the Department has no objections to
the Petition, an attorney from the Department of Revenue will not be
attending any hearing regarding it. Please contact me if_you or the Court
has any questions or requires anything additional from this Bureau. Finally,
the approval of this allocation is limited to this estate and does not
reflect the position that the Department may take in any other proposed
distribution of proceeds of a wrongful death / survival action.
Pau Dibert
Inheritance Tax Division
Bureau of Individual Taxes
cc: Cumberland County Clerk of Courts
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John A. Statler, Esquire
Attorney 1 D. No. 43812
GOLDBERG, KATZMAN & SlDPMAN, P.C.
320 Market Street
P.O. Box 1268
Harrisburg, P A 17108-1268
Telephone: (717) 234-4161
Attorney for Defendant Erie Insurance Group
KEITH W. ROSSMAN and
SUSANL. ROSSMAN, Individually and
as Co-Administrators of the ESTATE OF
CHRISTOPHER W. ROSSMAN,
Plaintiffs
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYL VANIA
CIVIL ACTION - LAW
v.
NO. 01-2412 CIVIL TERM
ERIE INSURANCE GROUP,
Defendant
ORDER
AND NOW, this
3~
dayof p. ~
, 2001, it is hereby
ordered that the Petition for Court Approval and Allocation of Wrongful Death and Survival
Action Settlements in this case is APPROVED. It is further Ordered that $380,000.00 of the
settlement proceeds shall be allocated to the settlement of the wrongful death action and
$120,000.00 of the settlement proceeds shall be allocated to the settlement of the survival action.
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KEITHW. ROSSMAN and
SUSAN L. ROSSMAN, Individually and
as Co-Administrators of the ESTATE OF
CHRISTOPHER W. ROSSMAN,
Plaintiffs
v.
ERIE INSURANCE GROUP,
Defendant
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IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
: CIVlLACTION -LAW
NO. 01-2412 CIVIL TERM
PRAECIPE
TO THE PROTHONOTARY OF CUMBERLAND COUNTY:
Please mark the above-captioned action settled and discontinued on the docket.
DATE: 5 -tel - 2.n I
62787.1
Respectfully submitted,
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By:
KEITH W. ROSSMAN and
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SUSAN L. ROSSMAN,
Individually and as Co-Administrators of the
ESTATE OF CHRISTOPHER W. ROSSMAN
Plaintiffs
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CERTIFICATE OF SERVICE
I HEREBY CERTIFY that I served a true and correct copy of the foregoing document
upon all parties or counsel of record by depositing a copy of same in the United States Mail at
Harrisburg, Pennsylvania, with first-class postage prepaid on the I f1" day of M~ \
2001, addressed to the following:
Mr. and Mrs. Keith Rossman
305 Cherokee Drive
Mechanicsburg, PA 17055
Respectfully submitted,
GOLDBERG, KATZMAN & SHIPMAN, P.c.
BY~
John A. tatler, Esquire
Attorney I. D. No, 43812
320 Market Street
P. 0, Box 1268
Harrisburg, PA 17108-1268
Telephone: (717) 234-4161
Attorneys for Erie Insurance Group
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KEITH W. ROSSMAN and
SUSAN L. ROSSMAN, Individually and
as Co-Administrators of the ESTATE OF
CHRISTOPHER W. ROSSMAN,
305 Cherokee Drive
Mechanicsburg, PA 17055
Plaintiffs
v.
ERIE INSURANCE GROUP,
4901 Louise Drive
P. O. Box 2013
Mechanicsburg, P A 17055-0719
Defendant
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION - LAW
NO. 0/- ~L//~
C;Ul( '---r-~
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PRAECIPE
TO THE PROTHONOTARY OF CUMBERLAND COUNTY:
Please issue a Writ of Summons in the above-captioned matter against the Defendant Erie
Insurance Group advising them that the Plaintiffs have commenced an action and that they will be
required to defend.
DATE: I./-/). ~fTV{
61832.1
Respectfully submitted,
By:
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KEITH w. ROSSMAN and
C:~.u.~ \..--- Re>~-S~",,^_.
SUSAN L. ROSSMAN,
Individually and as Co-Administrators of the
ESTATE OF CHRISTOPHER W. ROSSMAN
305 Cherokee Drive
Mechanicsburg, P A 17055
Plaintiffs
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Commonwealth of Pennsylvania
County of Cumberland
Keith W. Rossman and
Susan L. Rossman, Individually and
as Co-Administrators of the Estate of
Christopher W. Rossman,
305 Cherokee Drive
Mechanicsburg, PA 17055
VS.
Erie Insurance Group
4901 Louise Drive
P.O.Box 2013
Mechanisburg, PA 17055-0719
Court of Common Pleas
No. _____.9X::f5X~_~j.~t:L:r~J;l1l__________ 19____
In ______~_:lyU_Agj.QrL::_~~_________________
Erie Insurance Group
To _____________________________________________
Yot! are hereby notified that Keith W. Rossman and Susan L. Rossman, Individually and
i?&_~9:M@Jl:j,Qt1:.1!t9!J;,_ Qt_.:tQ~_ ~~tg.t~_Qt__G.l.!;r;::j,~tQJ2b_~1:.J39E_~E1___________ __ _____ __ _ _ _ _____
the Plaintiff has commenced an action in __uu_____u__CiriLAc.tiorL::_la\ll__u______u_____u
against you which you are required to defend or a default judgment may be entered against you.
(SEAL)
Curtis R. Long
-------------------------------------------------
Prothonotary
Date ____ApriJ...2.4.1_2QQL_______ 1Lu ~_2"__~
Deputy L.._!{C
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