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Home My WebLink About01-2674 FX /::..;> JUL 17 200~ ...._ .. 3ft.0 MARKET STREET. STRAWBERRY SQUARE P.O. Box 1268 . HARRISBURG, PENNSYLVANIA 17108~1268 717.234.4161.717.234.6808 (FAX) jas@gkslaw.com (E-mail) OF COUNSEL F. LEE SHIPMAN JOSHUA D. LOCK ARTHUR L. GOLDBERG (1951-2000) HARRY B. GOLDBERG (1961-1998) RONALD M. KATZMAN PAUL J. ESPOSITO NEIL HENDERSHOT J. JAY COOPER THOMAS E. BRENNER JOHN A. STATLER APRIL L. STRANG-KUTAY GUY H. BROOKS JEFFERSON J. SHIPMAN JERRY J. Russo MICHAEL J._CROCENZI THOMAS J. WEBER STEVEN E. GRUBB Allli'OLD B. KOGAN ROYCE L. MORRIS EVAN J. KLINE, III JOHN DELoRENZO JOHN R. NINOSKY DAVID M. STECKEL GOLDBERG, KATZMAN &0 SHIPMAN, P.C. ATTORNEYS AT LAW July 10, 2001 Honorable Edward E. Guido Court of Common Pleas of Cumberland County Cumberland County Courthouse One Courthouse Square Carlisle, P417013-3387 ~--Yeo,:~ v. NOft~oasrc2.mmerpa!~ Roofing Systems ofPA, Inc. Cumberland County No. 01-2674 Civil Term ~J~ge~I~~.! - You asked me to supply so~oIiWI~ proposItion that a guarolan ./' ~eed;n5t15e appoin:teel1:Ortne--11lin:Oroeneficiary in1llis case. First, Section 751(5) of the Probate and Estates Code (20 P.S. 9751) states that the court may appoint a guardian or trustee ad litem on petition or on its own motion to represent the interest not already reoresented bv a fiduciary. of a person not sui juris (emphasis added). The interest of the minor beneficiary is represented by the administratrix ofthe estate; therefore, we do not believe it is necessary to appoint a guardian ad litem. Second, under the Uniform Transfer to Minors Act (20 P.S. 95301, tl sea.), a guardian ad litem is not needed when the transfer of assets is being made by the fiduciary of an estate. Section 5306 of the Act provides in pertinent part that the personal representative of an estate may make an irrevocable transfer to the custodian for a minor without the need to appoint a guardian ad litem. In this case, the intestate share of the minor beneficiary will be paid to his mother and natural guardian. CARLISLE OFFICE: 717.245.0597. YORK OFFICE: 717.84.3.791Z ~ ,-- . > . y , Honorable Edward E. Guido Court of Common Pleas of Cumberland County July 10, 2001 Page 2 I also note that the cost of appointing a guardian will be borne by the estate. These additional costs will ultimately reduce the amount due the minor beneficiary. Therefore, for all of these reasons, we ask that the Court approve the proposed settlement and distribution without the appointment of a guardian ad litem. Finally, I enclose a copy of the Affidavit of Service documenting our efforts to provide copies of the Petition and Scheduling Order to the other beneficiaries in this case. JAS/ch Enclosure 65421.1 - . ~'~~,'''So'''':''}- ,'T.?",,,",,,,e, ,,, _', "'I~C~ :~"',"'f"F ~:' :"".-1''''1'''''':'"0' ~"f' ',~ '""",-'~-<:,,",'1'~'''''' - 1<" '".'. """',, ~ ,..",-, , , ,- -'~""",..', ,," -'",y." 'SO.,~, '-' "',<,"""~'c ,'. -.__,,,""c ~~ OF COUNSEL F. LEE SHIPMAN JOSHUA D. LOCK ARTHUR L. GOLDBERG (1951-2000) HARRY B. GOLDBERG (1961-1998) RONALD M. KATZMAN PAUL J. ESPOSITO NEIL HENDERSHOT J. JAY COOPER THOMAS E. BRENNER JOHN A. STATLER APRIL L. STRANGMKUTAY GUY H. BROOKS JEFFERSON J. SHIPMAN JERRY J. Russo MICHAEL J. CROCENZI THOMAS J. WEBER STEVEN E. GRUBB ARNOLD B. KOGAN ROYCE L. MORRIS EVAN J. KLINE, III JOHN DELORENZO JOHN R. NINQSKY DAVID M. STECKEL .. 320 MARKET STREET. STRAWBERRY SQUARE P.O. Box 1268 . HARRISBURG, PENNSYLVANIA 17108-1268 717.234.4161.717.234.6808 (FAX) jas@gkslaw.com (E-mail) GOLDBERG, KATZMAN & SHIPMAN, P.C. ATTORNEYS AT LAW July 26,2001 Honorable Edward E. Guido Court of Common Pleas of Cumberland County Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3387 Re: Yeoman v. North Coast Commercial Roofing Systems of P A, Inc. Cumberland County No. 01-2674 Civil Term Dear Judge Guido: I spoke with your secretary on Wednesday to notify you that the structured settlement quotation for Laura Yeoman that was quoted in our Petition for Court Approval and Allocation of Wrongful Death and Survival Action Settlements in this case has expired. Therefore, it was necessary for us to obtain a new structured settlement quotation from Cincinnati Insurance Company. I enclose a copy of the new structured settlement proposal faxed to me on July 24,2001. It is my understanding that due to continued interest rate cutting by the Federal Reserve Board, the total future payout of this structured settlement has been reduced. We still believe that this is a very good settlement for this case and, in particular, for the minor Plaintiff Kathy Yeoman, the parent and natural guardian of Laura Yeoman, has been informed of the terms of the new structured settlement and wishes to accept the settlement. Accordingly, I am enclosing an original and two copies of an Amended Order and requesting that Your Honor approve the terms of the revised structured settlement. JAS/ch Enclosures cc: Ms. Kathy M. Yeoman (w/enclosures) 65421.2 CARLISLE OFFICE: 717.245.0597 . YORK OFFICE: 717,843.7912 (""'~'<'-~"" " ','''',,,., ~'C :=,~J't"''','f".c . .-, "'-"~~-'.''''''-' "c,>4'~",,1 \,--" ,C'~':;'0" r"7 . ~, F"O; " I ,.,,::,-,,~ '""-1" ,'0 <~ ~ .' ,_c. "." ~~, " '""'~"~' " ,. . ~ .1 -~ 'H <',-- , , ~. -- .~ ~.' Tf'\f'\PIII. CINC!NNA 11 FlELD CLAIMS TODD M SULLIVAN POBOX336DOVERPA 17315 FAX & PHONE: 717-292-5422 TO: ATrENnON: Goldberg Katzman & Shipman PC John Statler FAX: INSURED: 717-234-6808 North ColI.5l Commerclat Rooting SYSlmls IDo POLlCY #: cpp 0691 156C6 DIL: 6/16/00 CLAIMANT: Kathy Yeoman, Estate ofTnnoth Yeotnan REMARKS: John: Atta<:hed please t1ad the revised S1l'Ucmred settlement IllustIation for laW'll Yeoman. DATI!: 7/23/01 TOTAL PAOBS (INCLUDING COVER) 2 ~; ,~ " ,",." ", ;,,,~,,~.,,_,,"1":: -, - .~...- ~: ,~~" I: " VV~ ~~,~o ';fOT TO/tT.ILO ~ --/ -," /_.. . _/ .-" ..,,^pa, 7/2312001 Opl1on 5 , "c >' - ~ '", ' ~,y O'"l!j?'~'1 f-' Cou $100,000 Structured Settlement Illustration ~..,.; Sex: Laura Yoeman Female Effectiy. Dale: Dale of BlrII1: 0910112001 1211012000 y...,. 1211012018 12/10.'2019 12/100020 12110.'2021 1211l112025 Benefit Payout $50,000.00 Lump Sum Payment at Age 18 ~,ooo.oo Lump Sum Payment at 1lIJ<I1 g $50,000,00 Lump S~ PlI)'ment lit "<Ie 20 $80,000.00 Lump Sum Payment atAg. 21 $135,2W,oo Lump Sum Payment atAge 25 Gusr.alJteed Ban8lft $50,000.00 $50,000.00 $50,000.00 $50,000.00 $135,290.00 Total: $335,290.00 THIS IU.USmATION IS VAUO FOR 30 DAYS FROM 11lE DATE OF THE QUOTE lllE ABOVE VALUES AND BENEFITS ARE SUBJECT TO THE ANNUITANT INFORMATION LLUSTRATEO AND RECEIVING ALL REQUIRED FORll1S AND FUNDS WITHIN 30 DAYS FROM THE DATE OF TliE QUOTE. 8 M...borar..._ NSSTA _S""''''en! T__ YV,{ teao ::lru lO/H/LO 1"1' , " . ,1 ". , ~ ( ", KATHY M. YEOMAN, Individually and as Administratrix of the ESTATE OF TIMOTHY A YEOMAN, : Plaintiff IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CIVIL ACTION - LAW v. NORTH COAST COMMERCIAL ROOFING SYSTEMS OF PA, INC., Defendant NO. 01-2674 Civil Term ORDER AND NOW, this 17~ day Of--->> , 2001, it is hereby ORDERED that the proposed Petition for Court Approval and Allocation of Wrongful Death and Survival Action Settlements in this case is granted and that the proposed distributions are approved in accordance with the terms outlined in the Petition. IT IS FURTHER ORDERED that eighty (80%) percent of the gross settlement proceeds shall be allocated to the wrongful death action and Twenty (20%) percent to the survival action. J. ~)T ,. '":'.,>~,"._~,<,-";"~",',,,,,,ry;~"C"',"~'''~",?,.'" . ""'-,"h-~~'", ,f_C',,",' ..='''"'''-''-,>,0,< ,,,y~,,,._ < _,. .".. .~^ .= ^,. . ~,~ < . JolmA Statler, Esquire Attorney 1. D. No. 43812 GOLDBERG, KATZMAN & SHIPMAN, P.C. 320 Market street P.O. Box 1268 Harrisburg, FA 17108-1268 Telephone: (717) 234-4161 Attorney for Plaintiff IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA KATHY M. YEOMAN, Individually and as Administratrix of the ESTATE OF TIMOTHY A YEOMAN, : Plaintiff CIVIL ACTION - LAW v. NORTH COAST COMMERCIAL ROOFING SYSTEMS OF PA, INC., Defendant NO. 01-2674 Civil Term PETITION FOR COURT APPROVAL AND ALLOCATION OF WRONGFUL DEATH AND SURVN AL ACTION SETTLEMENTS AND NOW, comes the Plaintiff, Kathy M. Yeoman, individually and as Administratrix of the Estate of Timothy A Yeoman, by her attorneys, Goldberg, Katzman and Shipman, P.C., who file this Petition seeking Court approval and allocation of the following proposed wrongful death and survival action settlements: 1. Plaintiff Kathy M. Yeoman is an adult individual who resides at 512 Terrace Drive, New Cumberland, Cumberland County, Pennsylvania 17070. 2. Kathy M. Yeoman is the widow of Plain tiff-Decedent, Timothy A Yeoman, who died in a work-related accident on June 16,2000 at the Newberry Commons Shopping Center in York County. 11".,,",,,, ;" ,,0' ,,,,\,,(~-,--,,,,,~p,, . "<-" ",',7"l,'~ """,,~ "'_'1. -- ,'.,' -~ "<'-,, ',,",-')"",':'" . '1, > <., -,I.. ' ,~ ,- '. _ _,,,,_ e,,_~~ ~ =" ~"- 3. Timothy A Yeoman, age 47, was killed when a stack of corrugated metal roofing fell on top of him from an industrial crane. 4. The crane involved in the accident was owned and supplied by Defendant North Coast Commercial Roofing Systems ofP A, Inc. ("North Coast"). 5. At the time of the accident, North Coast was insured for liability insurance coverage through Cincinnati Insurance Company. 6. Cincinnati Insurance Company has offered $700,000.00 to settle all wrongful death and survival action claims arising out of the death of Timothy A. Yeoman. 7. Plaintiff believes that the settlement offer from Cincinnati Insurance Company is fair and reasonable under the circumstances. 8. At the time of this accident, Kathy M. Yeoman and Timothy A. Yeoman were lawfully married as husband and wife. At the time of Mr. Yeoman's death, KathyM. Yeoman was pregnant with their daughter, Laura Irene Yeoman. Laura I. Yeoman was bom on December 10, 2000. 2 ~," '''r~'i-c'"'''-('':'': ~_...!,>,~ ''''''''-'''''--r,'~,Sc'' ,0' , . " "-,', ~(,-- r' " n-_. " ,'~"'~ ,~ , 9. Timothy A. Yeoman also had the following other adult children not of his marriage to Kathy M. Yeoman: Timothy A. Yeoman, Jr. 3720 Cemetery Road Dundee, NY 14837 Jolene May Benjamin 134 Blaine Drive Apartment #5 Blaine, TN 37709 Michael Yeoman P. O. Box 133 Addison, AL 35540 Sarah Webster P.OBox656 Prattsburgh, NY 14873 Damion Lee Yeoman 7805 Corryton-Luttrell Road Corryton, TN 37721 Rebekah Lynn Showalter P.O. Box 349 Newport, PA 17074 James Yeoman 311 Wilhite Lane Strawberry Plains, TN 37871 10. Except for Laura 1. Yeoman, none of the other children lived with or were expected to be living with Timothy Yeoman. 3 _i,_'..\-o 11. Timothy A. Yeoman died intestate. As a result, Plaintiff Kathy M. Yeoman has been appointed Administratrix of the Estate of Timothy A. Yeoman by the Register of Wills of Cumberland County. 12. As part of the proposed settlement, Plaintiff requests this Honorable Court to approve the award of attorney's fees to Goldberg, Katzman and Shipman, P.C. in the amount of $175,000.00. This sum represents 25% of the overall settlement in accordance with the signed contingent fee agreement attached hereto as Exhibit "A." 13 . In addition, Plaintiff requests this Honorable Court to approve the award of reimbursed costs to Goldberg, Katzman and Shipman, P.C. in the amount of$I,621.36. An itemization of these costs is attached hereto as Exhibit "B." 14. After deductions for attorneys fees and costs, the net settlement proceeds will amount to $523,378.64. 15. Plaintiff requests this Honorable Court to approve an allocation of 80% of the settlement proceeds to the wrongful death action and 20% to the survival action. The Commonwealth of Pennsylvania, Department of Revenue has reviewed and consented to this proposed allocation as evidenced by the letter attached hereto as Exhibit "C." 4 < '>'~',-5'Cf."!>9P","""'F,: "",~",}h",,',"'~,'~'"'~',''H''' -,-,'(,'- -'''''';'''-'c ,-,no", "~,," .".1 ' ,~ 'k ',= --'-' , ~ ~~ - ~ , - ~:. 16. After deductions for attorneys' fees and disbursements, the net wrongful death action proceeds amount to $418,702.91. From the net wrongful death action proceeds of $418,702.91, Plaintiff requests this Honorable Court to approve an allocation of $322,401.24 to Kathy M. Yeoman (77%) and $96,301.67 to Laura I. Yeoman (23%). 17. Kathy M. Yeoman will be responsible for satisfying her pro-rata share of the worker's compensation subrogation lien of Zurich North American Insurance Company. As of May 25, 2001, the total lien was $21,087.31. Kathy's pro-rata share will be approximately $15,695.09. See Third-Party Settlement Agreement attached hereto as Exhibit "D." 18. After deductions for pro-rata attorneys' fees and costs, the net survival action proceeds amount to $104,594.66. Pursuant to 20 Pa. C.S.A. g2102(4), "The intestate share ofa decedent's surviving spouse is: (4) if there are surviving issue of the decedent, one or more of whom are not issue of the surviving spouse, one half of the intestate estate." 19. Therefore, Plaintiff requests this Honorable Court to approve the additional award of $52,297.33 to Kathy M. Y coman which sum represents one-half of the net survival action proceeds of the intestate estate. 20. Plaintiff requests this Honorable Court to approve the allocation and distribution of the remaining one-half of the net survival action proceeds of the intestate estate to Timothy M. Yeoman's eight surviving children in equal shares of $6,542.23. 5 . . ",", . "0", "'"",''1:;:;;?/,'''''--''''f'".~."".' ~'''".'~' ".",'. -'I'r';!"", - ."",''',',,,._ " ',_ " , _ '''+~,e '_ ~ ,_, _._ 21. $!OO,OOO.OO of the settlement proceeds of $102,843.92 awarded to Laura I. Yeoman will be used to purchase a structured settlement/annuity for her through the Cincinnati Life Insurance Company, rated A+ on the A. M. Best Scale. The structured settlement will provide the following guaranteed lump sum payments to Laura I. Yeoman: $ 50,000.00 on December 10, 2018 (Age 18) $ 50,000.00 on December 10, 2019 (Age 19) $ 50,000.00 on December 10, 2020 (Age 20) $ 50,000.00 on December 10, 2021 (Age 21) $161.835.00 on December 10, 2025 (Age 25) $361,835.00 TOTAL The remaining $2,843.92 will be placed in a restricted bank account in the minor's name with an appropriate notation on the account that no withdrawal will be made from the account until Laura Yeoman reaches age 18 or by other Order of this Court. WHEREFORE, Plaintiff respectfully requests this Honorable Court to approve the proposed compromise and allocation of wrongful death and survival action settlements in accordance with the terms outlined in the Petition. DATE: S-/ 3 { /0 ( 62546. I GOLDBERG, KATZMAN & SHIPMAN, P.C. BY~ Attorney I.D. No. 43812 320 Market Street P. O. Box 1268 Harrisburg, PA 17108-1268 Telephone: (717) 234-4161 Attorneys for Plaintiff 6 ",.",,,"''\ ,'''',,<,. "",~_'^'o/~,' ",~','z~F,-,o1'''-'-:,~''', ,<_~, _" ~"' ;r~'r,', ~,"'~" ~ C,' ,,~, "'d~".. '_'~ ,~, ~7 > ,,__ _.k. " ,,,,_ . T_~' ,,_ '" VERIFICATION AND CONCURRENCE I, KATHY M. YEOMAN, hereby verify that I have read the foregoing Petition for Court Approval and Allocation of Wrongful Death and Survival Action Settlements and concur in the relief requested in the Petition. ~rm 'r-D/y1 , KATHY . YEO DATE: f,;" . "' ~'<"~''''~'''~~:C::-~', ".ry'e<'''''_C'~~i'i0,^_~~"e.,.,,{,~ ",o,~\-,d":T!"<:','".,:/,\,, _" ,'''- ""1.,,",,,"<, "','-'~^""" '), ] . -", ,~'.'.',- "' -.".',,''''',,'' -,',,,~,.- ",.. - ( r ,.' ..., POWER OF ATTORNEY AND FEE ARRANGEMENT THIS AGREEMENT, made this ,~ day of0"'- n ,2001, by and between KATHY M. YEOMAN, of New Cumberland, Pennsylvania, hereinafter referred to as "client," and GOLDBERG, KATZMAN & SHIPMAN, P.c., of Harrisburg, Pennsylvania, hereinafter referred to as "attorneys," WITNESSETH: Client hereby retains attorneys to represent, appear and act for client as attorneys for the purpose of bringing such proceedings as may be necessary to prosecute the wrongful death and survival causes of action involved in regard to an accident that occurred on or about June 16, 2000, at Newberry Commons Shopping Center, Etters, Pennsylvania which resulted in the death of Timothy A. Yeoman. Client empowers attorneys to file such legal action as may be advisable in their judgment. Client shall pay attorneys, as attorneys' fees for such representation, a sum equal to 25 percent of whatever may be recovered whether the claim is settled without suit; or to pay attorneys a sum equal to 33 1/3 percent of whatever may be recovered from settlement after suit has been commenced or arbitration demanded but before trial or arbitration; or to pay attorneys a sum equal to 33 1/3 percent of whatever may be recovered following the initiation of trial or arbitration or resulting from a trial verdict or arbitration award before any preparation for appeal resulting from a trial verdict or before retrial of such cause, or to pay said attorneys a sum equal to 40 percent of whatever may be recovered at a time thereafter on appeal or retrial. If settlement of this case is made by a structured settlement, attorney's fees will be figured on the basis of respective percentage charged for legal fee of the present cash value of the settlement as determined by actuarial experts. Further, the attorney's fees may be paid out of the initial cash lump sum. ~ [please initial here] Client further agrees that, in addition to the attorneys' fees, all costs and expenses, including expert witness' fees, filing fees, deposition costs, etc., incurred in investigation, preparing or litigating these claims be made from the gross proceeds of recovery, if any. It is understood that the attorney's fees shall be calculated and paid from the gross proceeds of recovery prior to calculation and payment of all costs and expenses. All disputes regarding attorney's services or fees shall be submitted to arbitration in accordance with the Pennsylvania Uniform Arbitration Act of 1980. Attorneys shall not receive any fee for their services in the event there is no recovery of any sums by settlement or verdict, excepting the above-mentioned costs and expenses which shall then be paid to attorneys by the client. Client empowers attorneys with full power to make any inquiries, to negotiate, bring, conduct, prosecute, sue or compromise and settle with client's approval, any action or suit, and to exercise and endorse any papers, checks, or orders on client's behalf in connection therewith. Attorneys shall be entitled to their full contingent share of any settlement offer, verdict or "'''--'' ,~ "., ',' "" ~'"",," .,. I'q,,!-- , , , " " ,~~ r I" ,., ( ('. ~' judgment on the claim for which they are hereby retained, even though client discharges them or obtains a substitute attorney before the claim is finally resolved or concluded. Client agrees that she shall not settle or compromise the claim without the written consent of attorneys. It is understood and agreed that if, at any time, in the sole judgment of Goldberg, Katzman & Shipman, P.C. the Defendant shall become execution proof, or ifthere is no likelihood of recovery on any verdict which can be obtained, Goldberg, Katzman & Shipman, P.C. shall have the right to withdraw from the case without making any charge for services rendered up to that time upon ten (10) days written notice by certified mail, to the undersigned. In the event of such withdraw, client agrees to promptly pay to attorneys all costs and expenses which have been paid or advanced by said attorneys. If the client shall elect not to continue to pursue the claims for which attorneys have been retained and/or should the client fail to fully cooperate with the attorney's efforts in any and all matters concerning such claims, or otherwise terminate the services of the attorneys, the attorneys shall be entitled to immediately receive the greater of the following amounts: A A sum equal to the number of hours spent on behalf of client's interests in such civil action times the hourly rate of $150.00 per hour, plus any and all costs which were advanced or otherwise outstanding; or, B. The contingent fee percentage which would be applicable to any offer of settlement, compromise of claim, or judgment obtained, as per the above contingent fee provisions. IN WITNESS WHEREOF, attorneys and client have set their hands and seals the day and year aforesaid. GOLDBERG, KATZMAN & SHIPMAN,P.C. DATE: I [3/0 ( ~~ By ~ JOHN A. TATLER, ES~ DATE: J - \3 - 0 { ~~~ and as Administrator of The Estate of Timothy A. Yeoman 56771.1 " '-,", " .'" ,., ,. i'-- '~,'f; ,," '.<'1""f11'" , . . . ~ni ~-H~nr- v8T7Mh~; ~ r-H,nMpil D r. '1w...L,- '-,fl.tlj r..,;. ...,Hl~ !X ;j .If ;!rij~, I ,I". ,. 320 MARKET STREET P.D, BOX 1268 HARRISBURGj PA 17108-1268 717-234-4161 Fed ID No: 23-2179953 May 25, 2001 Biljeri through OS/25/01 Bill number 97703-00001-009 JAB Estate of Timothy Yeoman 512 Terrace Drive New Cumberland, PA 17070 (North Coast Crane Company) Ii/l.: 6-16-(10 S/L: 6-16-02 DISB@SEME!\!TS 11/03/00 12/15/00 i2fi~f(I(} (li/04/01 01112/01 Oi/15iOl OliiBiOi 02127 !(J1 03/06/01 03/23/01 04111/01 04J11/01 05/02/01 BILL! NG SUMMARY e,'." Document copying - Income Tax DQcument copying - OSHA Report le7.is Resean:h Copy Expense - Wage information Document copying - Expert Report Expert Fees/Report Copy Expense Leds Research Filing Fees Expert Fees/Report Publication Fees Publication Fees Filing Fees Total disbursements for this matter TOTAL DISBURSEMENTS TOTAL CHARGES FOR THIS BILL ",,' < ..~1 "i^ ..' ~ ,It It ,- 6,20 4,40 J3,i6 6.80 1,60 1;;1)(10,00 1,06 10,40 278.00 40.00 99,24 75.00 45.50 $ 1 ~b21.36 . . 1,621.36 . . 1,621.36 ~'"1 I t billing timekeeper John A, Statler * date of last bill i date of last reminder l last bill through date ! bill type [ode 8-01 ! action to be taken i v=hold entire bill 3=Sli.i!Hlltl.fj fees and exp i l=aJr rEminder 4=bill fees and exp ~ 2=oi11 exps, hold fees 5=suffimnry fees/detail e I t current . , 30 days 60 days 90 rl~ys i i20 days I t l .00 .00 .00 .00 .00 t billing frEquency M-Oi ; last payment t billing realization t 7i7 i770-(l1B4 ! I ! I I j matter (lOOM i i 802 , 802 , i S16 i 721 ! 802 ! 8Q3 I "PH '" I S16 ! 804 i S03 I 818 - S18 . S04 . i I ! ! ~ ! ! 721 I 802 i 8"1' v...' ! S04 i 816 i BlB i i I i o % 11/03/00 ; ....,... Q,1.V 12/15/00 4.40 il/iB/OO 53.ib 01/04/01 6.80 01112/01 1.60 Olii5f(11 1000.00 01118/01 1.06 02/27/01 10.40 03/06/01 278.00 03/'1.3/01 40.00 04/11!1)1 99.24 04/11/01 75.(1(1 05!02iOi 45.50 1621.36 /,B6 12.20 1040.00 323,50 63.56 174.24 1621.36 1621..36 , 121 46 3068 , COMMONWEALTH OF PEN~SXLVANIA Social Security Number: - - DEPARTMENT OF LASOR AND INDUSTRY THIRD PARTY BUREAU OF WORKERS' COMPENSATION SETTLEMENT Date 01 Injury: ~/-.1L /2000 117.1 S. CAMERON STREET, ROOM 103 HARRISBURG, PA 17104-2501 AGREEMENT MM DD 'fYY( (TOLL FREE) 800-482-2383 PA BWC Claim Number: \\1= KNOWN) Employee Employer Fir~ Name last Name Name Timothv YeDman Allied Roolinq & Sheet Metal If Deceased - Dependent. Guardian last Name Street 1 Fir~tName 340 Pleasant View Rd. K<lthryn Yeoman Street 1 street 2 51 2 Terrace Dr Street 2 cityrrown State Zip Code New Cumberland PA 17070 Cityrrown state Zip Code County blew Cumherland EA- 17070 York County Telephone Telephone FEIN C.umberland (717) 770 - 0184 (717) 774 -6476 Insurer or Third Party Administrator (if self-insured) Name Zurich US Street 1 PO Box 13761 Street 2 CityfTown Stale Zip Code II~N ~~~~~111IUI II~III' I ~ Philadelphia PA 19104 Telephone Bureau Code (800) 257.8134 041-51 County 3801297-1 Philadelphia Claim Number 266-0122931 FEIN IN ACCORDANCE WITH SECTION 319 OF THE PENNSYLVANIA WORKER'S COMPENSATION ACT, PARTIES HEREIN HAVE AGREED TO THE FOLLOWING DISTRIBUTION OF PROCEEDS RECEIVED FRONIJorth Coast Roolinq and Cincinnati Insurance , THIRD PARTY: PART I PARTJI DISTRIBUTION OF PROCEEDS Total Amount 01 Third Party Recovery $ 203 329 50 A. EXPENSES OF RECOVERY Less Total Workers' Compensation Lien $ 21 087 31 Attorney Fees . . . . . ...... ...... .. ..$ 50 R3? 38 Balance of Recoverv $ 18224219 Other Expenses (II any). . . . . ....... ... ...$ 116089 Total Expenses ....... ,.... ....... .$ 51 993 27 BALANCE OF RECOVERY shall constitute fund for credit ag~inst future workers' compensation payable, subject to B. WORKER'S COMPENSATION LIEN reimbursement to claimant of expenses of recovery at the Compensation $ 21 OR731 .... ..... ...... rate 01 0 1 0~71 % on credit used. Medical. . . $ 000 ........ Employee's Attorney - First Name Last Name Total Lieo. $ 21 08731 Michael Crocenzi Less Pro Rata Share of Expenses Sigrlature 01 Recovery. ........ $ 5 392 22 ...... Net Recovery of Workers' Compensation Lien. $ 1569509 ~--"..- Last Name C. EMPLOYEE Sigl1ature Expenses of Recovery. . . . . .......... ..,. .$ 46 601 05 Gr8ce Period (weeks) 515.76 DATE OF THIS AGREEMENT:_I_I Recovery to Ciaimant (per week). . . . . . $ 9035 MM DO yyyY (OVER) UBC-380 REV 12.97 ':~'r\'" , ' ,"",~, " ,~. -. .~ - , " , , . , . . L1BC-380 , INSTRUCTIONS PART I 1) Total Amount of Third Party Recovery is the qross amount recovered. 2) Total Workers' Compensation Lien is the qross amount of compensation and medical payments made to the employee to date. 3) Balance of Recovery is the gross recovery minus the workers' compensation lien. 4) The rate of reimbursement to the employee of expenses of recovery is determined by dividing the workers' compensation lien by the gross recovery. PART II A. 5) Attorney Fees are the total amount paid by the employee in attorney fees to obtain recovery. B. 6) The Workers' Compensation Lienholder's Pro Rata Share of Expenses of Recovery is determined by dividing the total workers' compensation lien by the gross recovery. This percentage is then multiplied by the total amount of expenses of recovery to give the workers' compensation lienholder's pro rata share of the expenses of recovery. C. 7) The Expenses of Recovery is the balance that remains once the workers' compensa- tion lienholder's share of expenses is deducted from the total expenses of recovery. 8) The Grace Period is determined by dividing the balance of recovery by the employee's compensation rate. 9) The employee will recover the expenses of recovery over the grace period. The amount to be paid to the employee is determined by dividing the balance of expenses (after deducting the workers' compensation lienholder's share) by the number of weeks in the grace period. This is the amount that the employee will receive per week during the grace period. Any individual filing misieading or incomplete information knowingly and with intent to defraud is in violation of Section 1102 of the Pennsylvania Workers' Compensation Act and may also be subject to criminal and civil penalties through Pennsylvania Act 165 of 1994. <" ,~ , ,'. on, - r ~I" ", .' CERTIFICATE OF SERVICE 5.J- I HEREBY CERTIFY that on the .3 I day of ~ 2001, 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, as follows: Via First-Class Mail. Postal!:e Prepaid To: Patrick T. Cusick, Esquire Post & Schell, P.e. P.O. Box 10248 Lancaster, PA 17065-0248 Via Certified Mail and First-Class Mail. Postal!:e Prepaid To: Mr. Timothy A. Yeoman, If. 3720 Cemetery Road Dundee, NY 14837 Ms. Jolene May Benjamin 134 Blaine Drive, Apt. 5 Blaine, TN 37709 Mr. Michael Yeoman P.O. Box 133 Addison, AL 35540 Mr. Damion Lee Yeoman clo Marinda Yoeman 7805 Corryton-Luttrell Road Corryton, TN 37721 Ms. Rebekah L. Showlater P.O. Box 349 Newport, PA 17074 Ms. Sarah Webster P.O. Box 656 Prattsburgh, NY 14873 '""" -" " . ' N,-.. ^ _", p'c:,;',""J: ,-","'~,,~'.. "~" " ~~ "O~." "", """'~.~,"., I~~,I"""" '<:' '''__ ",',,c, ,_,'''',Y'',~1''' _ ,,'_.. 1,- __ f . " . Mr. James A Yeoman 311 Wilhite Lane Strawberry Plains, TN 37871 Respectfully submitted, GOLDBERG, KATZMAN & SHIPMAN, P.e. BY~~ Attorney I. D. No. 43812 320 Market Street P. O. Box 1268 Harrisburg, PA 17108-1268 Telephone: (717) 234-4161 Attorney for Plaintiff ,"'~" """ '" '~~:'F",!",-?,~":,~~,'.,-:""^,,->:,,,,.,~,~; "~-":',l'o/'i,,, ., ,,-',C,_" ','_'~'_~"__', '_'," _ '.", ,>" ""C ,,_,',.~ =,~ ,~~, ~ """ ~-?,'-" ~" I ': I ~l 'I k 1\ ~,'- -~, " ,_ W~t '", =' ~,,' "', ,-, '_'." ' '., .., "__CU."""- ""'",~, -~""n.~ >'. "~.~,'_ ~__"'_ - ~,~~'~ " ''';'"", _', }!'''''1'!~~IJ[ij).l:i<, ","~~",~~In,.jJ.nJl!ll . , " () 0 0 C ""11 :s;: ,- ..-.J. -o-t,C c:: ""~ .-~'~ ::D g;Jrn Z ".'1 ._"X , -cen Vir- -cO --- JJ;. ~j~ -<.-. !<O -0 ~O ::J<: >0 r;-? t'srn ,.: --; Z ;" :l~ ~ ~D. .;;- -< '!Il!llll}~~,)1),WJ!l~~~~! ~ .. KATHY M. YEOMAN, Individually and as Administratrix of the ESTATE OF TIMOTHY A YEOMAN, : Plaintiff IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYL VANIA CIVIL ACTION - LAW v. NORTH COAST COMMERCIAL ROOFING SYSTEMS OF P A, INC., Defendant NO. 01-2674 Civil Term AMENDED ORDER AND NOW, this ;;'7~ dayof ~ ,2001,itis hereby ORDERED that the Order in this case entered on July 17, 2001 approving the proposed Petition for Court Approval and Allocation of Wrongful Death and Survival Action Settlements is amended to approve the terms of the revised structured settlement for Laura Yeoman. J. ,~ '<~' '~"":' ",:r,;;",,;C-"~~,",L,:,l.'~,'.."<r:,<"','~__'''f' ,1, 'no "~, ~"~;""~r'.".'".-,,- '<" ,__ "i ~;',""," "u",,~, '" C ., """" "'^'_""~,',"" ,~"'_,,_ ~ ~ k ~<.f i I I , ).~.,;.<,-" -:,:'"n~ ". ~ ~ ''''',,' -'':"'''''''"' <'- ". " -. Ii'~'" "'A""'~ .~,,_~=~ "~ ~~." -.,~,,,,,,, , ... ~T~~,,,,,,_,,-,!Jl'f,,. ~~1? ,.",..Af";,~~, ."'~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF 'REVENUE BUREAU OF INDIVIDUAL TAXES DEPARTMENT 280601 HARRISBURG, PA 17128-0601 Telephone 5/22/2001 717-783-0972 John DeLorenzo, Esquire Goldberg eta1 PO Box 1268 Harrisburg, Pa Re: Estate of Timothy A. Yeoman File Number: 2101-0242 Court Number: None Listed Dear Mr. DeLorenzo: The Department of Revenue has received 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 Petition, the 47 year old decedent died as a result of a work-related accident. Decedent is survived by the decedent's spouse and eight children, of which two are minors.. 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, $ 560,000.00 to the wrongful death claim and $ 140,000.00 to the survival claim. Proceeds of a survival action are an asset included in the decedent's estate and are subject to the imposition of Pennsylvania inheritance tax. 42 Pa.C.S.A. ~8302; 72 P.S. ~~9l06, 9107. Costs and fees must be deducted in the same percentages as the proceeds are allocated. In re Estate of Merryman, 669 A.2d 1059 (Pa. Cmw1th. 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. cc: Cumberland County Clerk of Courts . " _, ,,_, ''':''~ ."" d"nO' .. I" - , '" - " . , . <, , , , , , . t, . . 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 Plaintiff IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA KATHY M. YEOMAN, Individually and as Administratrix of the ESTATE OF TIMOTHY A. YEOMAN, : Plaintiff CIVIL ACTION - LAW v. NORTH COAST COMMERCIAL ROOFING SYSTEMS OF P A, INC., Defendant NO. 01-2674 Civil Term AFFIDAVIT OF SERVICE COMES NOW, John A. Statler, Esquire, on this / iJ ~ day ofJuly, 2001, before me, a Notary Public in and for the Commonwealth of Pennsylvania, who, being duly sworn according to law, affirms to the best of his knowledge, information and belief as follows: 1. I am an attorney licensed to practice law in the Commonwealth of Pennsylvania with Supreme Court I. D. No. 43812. 2. I am counsel for the Plaintiff in the above-captioned action. -, '0 ',~j, ',; "'_ ,,' ,1---' ,~'. _",,' " , , , , f, . . 3. On May 31, 2001, I mailed a copy of the Plaintiffs Petition for Court Approval and Allocation of Wrongful Death and Survival Action Settlements and proposed Order by certified mail to the following individuals: Timothy A. Yeoman, Jr. J01ene May Benjamin, Michael Yeoman, Damion Lee Yeoman, Rebekah L. Showalter, Sarah Webster and James Yeoman. (See Exhibit "I.:' attached hereto). 4. Copies of the returns of service cards for the May 31, 2001 certified mailing are attached hereto as Exhibit "B." 5. On June 14,2001, I sent a letter by certified and first-class mail, and a copy of the Court's Order ofJune 8, 2001 scheduling a hearing for this case on July 5, 2001 to the following individuals: Timothy A. Yeoman, Jr. Jolene May Benjamin, Michael Yeoman, Damion Lee Yeoman c/o Marinda Yeoman, Rebekah L. Showalter, Sarah Webster and James Yeoman. (See Exhibit "C" attached hereto). 2 JJIl~,~,_, ' -.""'",,Or-A","? ,'~~i',;";-1Y",?_",'""' ,~,',':',', '~O~;" ',,'r,;V;'__, =nl~~I,_."" ., ''''~~''"", ,",' ",' ,', ~:"'" _ ,__ '<' ~,,", r , ., ,', . _'.~ _ .' , , , , , , , , , , , - 6. Copies of the returns of service cards for the June 14, 2001 certified mailings are attached hereto as Exhibit "D." 7. On July 3,2001, Cheryl L. Baker, a Certified Legal Assistant employed by Goldberg, Katzman and Shipman, P.e. personally spoke by telephone with James A. Yeoman and informed him of the hearing scheduled for July 5, 2001. Ms. Baker also discussed the contents of the Petition for Court Approval with James A. Yeoman. (See Affidavit of Cheryl L. Baker, CLA attached hereto as Exhibit "E"). 8. On July 5, 2001, Michael 1. Crocenzi of Goldberg, Katzman and Shipman, P.e. mailed another copy of the Petition and Court Order ofJune 8, 2001 by certified and first-class mail to Michael Yeoman and James A Yeoman. (Copies of the letters are attached hereto as Exhibit "F"). 9. On July 5,2001, Cheryl L. Baker, CLA of Goldberg, Katzman and Shipman, P.C. personally spoke by telephone with Michael Yeoman. Mr. Yeoman acknowledged that he had received the copy of the Petition that had been mailed to him on May 31,2001. Mrs. Baker also 3 q, ., ",,,,,_,"W"Y",,,~i,,,".'~',:;'Vh'.' .~__~,.-:,."",. --'I " !,,''''''~'l' '. ,"__'"~'-"~';'_ ,. . < ^k.,.~; .'0',', ."h _ . ". ~__ ",,_ ~ . ,,~,. '. " , , , , , , informed Mr. Yeoman of the scheduled hearing. (See Affidavit of Cheryl L. Baker, CLA attached hereto as Exhibit "G'). Respectfully submitted, GOLDBERG, KATZMAN & SHIPMAN, P.c. BYU~ Attorney I. D. No. 43812 320 Market Street P. O. Box 1268 Harrisburg, P A 171 08-1268 Telephone: (717) 234-4161 DATE: 7/ /0 /0 / Attorneys for Plaintiffs Sworn to and subscribed before3.Jtl this / {}ti day of =vj ,2001. (P;~t~ Notary Public " SEAL) , ( '),' ').'"' '1,::// OM' Notarial Seal c:jly .;t'Ae H. Hakel, Notary Public MY Commf~i~~urg, DI auphin County I E'xp res Apr. 4, 2005 ,')' 65397.1 ','/ 4 F-~" '""- ",H'T,"'~"'J;,;,,~,,^",'O;'"'"'7'~"_~TI',,~'"-._,,~,_,, ,~ ''':1''''1'>"",'' '0'"'''' ," '."" _ ~',O"<-, ",""", _.'" -c,~","F, -, , ".,~, ,"'~.. _'",_ . , OF COl1NSEL F. LEE SHIPMAN JOSHUA D. LOCK ARTHUR L. GOLDBERG (1951-2000) HARRY B. GOLDBERG (1961-1998) RONALD M. KATZMAN PAUL j. ESPOSITO NEIL HENDERSHOT J. JAY COOPER THOMAS E. BRENNER JOHN A. STATLER APRIL L. STRANG~KUTAY GUY H. BROOKS JEFFERSON 1. SHIPMAN JERRY J. Russo MICHAEL J. CROCENZI THOMAS ]. WEBER STEVEN E. GRUBB ARNOLD B. KOGAN ROYCE L. MORRIS EVAN J. KLINE, III JOHN DELoRENZO JOHN R. NINOSKY DAVID M. STECKEL '~ . .,', ,,' '""" . '~"-"" '1" 3'Z{J MARK.ET SOl t<.EET . STRAWB'ERIRY SQUARE P.O. Box 1268 . HARRISBURG, PENNSYLVANIA 17108-1268 717.234.4161.717.234.6808 (FAX) jas@gkslaw.com (E-mail) GOLDBERG, KATZMAN &> SHIPMAN, P.C. ATTORNEYS AT LAW May31,2001 Mr. Curt Long Prothonotary of Cumberland County Court of Common Pleas Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3387 Re: Yeoman v. North Coast Commercial Roofing Systems ofPA, Inc. Cumberland County No. 01-2674 Civil Term Dear Mr. Long: Enclosed please find an original and two copies of a Petition for Court Approval and Allocation of Wrongful Death and Survival Action Settlements for and proposed Order for filing in the above-captioned matter. Please return a clocked-in copy of the Petition to me in the enclosed self-addressed, stamped envelope. Also enclosed are copies of the proposed Order with postage paid envelopes addressed to all parties or counsel of record. If you have any questions, please contact me. JAS/ch Enclosures cc: Patrick T. Cusick, Esquire (w/enclosure) Mr. Timothy A Yeoman, Jr. (w/enclosure) Ms. Jolene May Benjamin (w/enclosure) Mr. Michael Yeoman (w/enclosure) Mr. Damion Lee Yeoman (w/enclosure) Ms. Rebekah L. Showalter (w/enclosure) Ms. Sarah Webster (w/enclosure) Mr. James A Yeoman (w/enclosure) 62505.2 u_\' CARLISLE OFFICE: 717.245.0597 . YORK OFFICE: 717.843.7912 f_ .,~1'" - I '1 ' "" 1. .::;:.:-, H ~~ ~ ~ U.S. Postal Se-r\l\& ..- , ' CERTIFIED MAIL RECEIPT .' (Domestic Mail Only; No Insurance Coveragf:: Provided) '":.~'~'. . , , '''' '~:tl U.S. Postal Service .... > CERTIFIED MAIL RECEIPT' .' (Domestic Mail Only; No Insuran,ce Coverag~. Provided) ..1l 1.I1 ~ r.. "' F . l U S E M () F F C A. L U S E CJ r- ~ CJ "'" ,.".". ,"'" , 1.I1 Postage $ 1.I1 Postage $ rn rn M Certified Fee M Certified Fee CJ CJ 1.I1 Return Receipt Fee 1.I1 Return ReceIpt Fee CJ (Endorsement Required) CJ {Endomement RequIred) CJ Restricted Delivery Fee CJ Restricted Delivery Fee CJ (Endorsement Required) CJ {Endorsement Required) CJ Total Postage & Fees $ CJ Total Postage & Fees $ rn ,rn .1.I1 1.I1 M M CJ CJ CJ CJ CJ CJ l"- I"- :fI '" .- U.5. Postal Service r, ,. , , . CERTIFIED MAIL RECEIPT ' . . ,'. .' (Domestic Mail Only; No Insuran.ce Coverag~! Provided) ~ rn 1.I1 F l;: . CJ . "'" " l.I1 Postage $ m M Certified Fee CJ 1.I1 Return Receipt Fee CJ {Endorsement Required) CJ Restricted Delivery Fee CJ (EndcrsementRequired) CJ Total Postage & Fees $ rn 1.I1 M CJ CJ CJ I"- :11 U.S. Postal Service ' CERTIFIED MAIL RECEIPT .' (Domes!ic Mail Only; No Insurance Coveragf~' Provided) u S E ru ru P F I L U ~--io E CJ ("If ~ "'" l.I1 Postage $ rn M CJ Certified Fee l.I1 Return Receipt Fee CJ (Endorsement Required) CJ Restricted Delivery Fee CJ (Endorsement Required) CJ TotaJ Postage & Fees $ t--lli rn l.I1 M CJ CJ CJ I"- :1' U.S. Postal Service ' CERTIFIED MAIL RECEIPT . (DomeS!iC Mall Only,' No Insurance Cove~ge Provided) CJ ...0 ... F f I C A L U ::) C CJ "" U1 Postage $ JTl .-'l Certified Fee CJ U1 Retum Receipt Fee CJ (En_dorsement Required) CJ Reci/1cted Delivery Fee CJ (Endorsement Required) CJ -Total Postage & Fees JTl U1 .-'l CJ CJ CJ I"'- :1' . .~' -','- . ,. U.S. Postal Service .." ,. , CERTIFIED MAIL RECEIPT' . ,- (Domestic Mail Only,' No Insurance Coverag~ Provided) =r "" ~ F I C I L CJ A U "" , U1 Postage $ JTl .-'l CJ Certified Fee U1 Return Receipt Fee CJ (Endorsement Required) CJ ReslrictedDeliveryFee CJ (Endorsement Required) CJ Total Postage & Fees $ 'JTl , U1 .-'l CJ CJ CJ I"'- :11 '--~,--;<",~"---:-'.~ , u.S. Postal Service CERTIFIED MAIL RECEIPT (Domestic Mail Only; No Insurance Cover:Jf}e Provided) I"'- I"'- F CJ F I "" U1 Postage $ JTl .-'l CJ Certified Fee U1 Return Receipt Fee CJ (Endorsement Required) CJ Restricted Delivery Fee CJ (Endorsement Required) CJ Total Postage & Fees JTl U1 Sent .-'l CJ CJ CJ I"'- AL USE ~ {'<i:~~, \~( ~ofiii' }':~;: :~\ -'In' ~ ; ~;,~~/ ~r-~~'1V SENDER: COMPLETE THIS SECTION . Complete items 1, 2, and 3. Also complete item 4 if Restricted Delivery is desired. . Print your name and address on the reverse so that we can return the card to you. . Attach this card to the back of the mailplece, or on the front if space permits. ~Cle.Addressedt~ ~ J QU";':': '~I . 37;),0 . D~AJ'f I t-f~37 f" c. Signature x ~Agent o Addressee DYes o No 3. Service Type ~ Certified Mail 0 Express Mail d Registered 0 Return Receipt for Merchandise o Insured Mail 0 C.O.D. 4. Restricted Delivery? (Extra Fee) 0 Yes 2. Article Number (Copy from service label) , ..r (/ " c- 7lVO-/S30-bOO...> -013.5-- QN,-, PS Form 3811, July 1999 Domestic Return Receipt i. SENDER: COMPLETE THIS SECTION . Complete items 1, 2, and 3. Also complete item 4 if Restricted Delivery is desired. . Print your name and address on the reverse so that we can return the card to you. I . AttciGh this card to the back of the mailpiece, or on the front if space permits. 1. Article Addressed to: ~~ -:PO .~ J~ 3 ~ 1ti-35StfcJ i I D. Is delivery addre ifferent fr:om item 1? If YES; enter delivery address below: 102595-0Q.M.0952 ..4:'. D. Is delivery address different ITom item 11 If YES, enter delivery address below: 3. Service Type Is;{ Certified Mail o Registered o Insured Mail 0 C.O.D. 4. Restricted Delivery? (Bct13 Fee) D Express Mail o Return Receipt for Merchandise 2. Miele 7~iJ OOP?S');'lce P7Jl)S0l3~ ::'? P;;Z~ t PS Form 3811 , July 1999 Domestic Return Receipt , DYes l,~~~. .' .' 102595-00-M-0952 , 't.:., , "'-;'~~_..' . , , ..' Complete items 1 r 2, and 3. Also complete item 4 if Restricted Delivery is desired. . Print your name and address on the reverse so that we can return the c,ard to you. . Attach this card to the back of the mailpiece, or on the front if space permits. !'~~.~ :rpO &-y--<:3lf q . ~-PA--J107~ .'.'.'.', c', ..-..~.,.. . 3. Service Type "r$ Certified Mail D Registered o Insured Mail D Express Mail o Return Receipt for Merchandise o C.O.D. 4. Restricted Delivery? (Extra Fee) DYes .', 2. Article Number (Copy from service Ja~ _ 7...:/..:;8......::;,:4'4.00 f1\n m5.I1I({,ti, "r({f~;jr ,t?i<J,$T.I7,@.f<7L l PS Form 3811 r July 1999 Domestic Return Receipt i Complete items 1, 2, and 3. Also complete item 4 if Restricted Delivery is desired. . Print your name and address on the reverse so that we can return the card to you. . Attach this card to the back of the mailpJece, or on the front if space permits. :;;;;:;tLJw ! -PO bnp (PS0 . '11 i ~tVfILfg;7~ I . j 2. Article Number (Copy from service label) I 1000-/030-. /)005 - OfJ.5- - ,f't!Jti-o Ps Form 3811, July 1999 ,T , I 102595-QQ.M-Q952 x o Agent D Addressee DYes C1 No .' ,D.. Is,delivery address different from item 1? t,;.c If YES, enter delivery addr'Elss below: 3. 3:'rvice Type lR. Certified Mail 0 Express Mall o Registered 0 Return Receipt for Merchandise o Insured Mail D C.O.D. 4. Restricted Delivery? (Extra Fee) DYes Domestic Return Receipt ~t 102595.00.M.0952 OF COUNSEL F. LEE SHIPMAN JOSHUA D. LOCK ARTHUR L. GOLDBERG (1951-2000) HARRY B. GOLDBERG (1961-1998) RONALD M. KATZMAN PAUL J. ESPOSITO NEIL HENDERSHOT J. JAY COOPER THOMAS E. BRENNER JOHN A. STATLER APRIL L. STRANG-KUTAY GUY H. BROOKS JEFFERSON J. SHIPMAN JERRY J. Russo MICHAEL J. CROCENZI THOMAS J. WEBER STEVEN E. GRUBB '\+~ ,-:, ~ t, .. .~ ..it , 320 M.....RKRT STREET STRAWBERRY SQUARE .1"1- <..{ , ", P.O. Box 1268 . HARRISBURG, PENNSYLVANIA 17108-1268 717.234.4161.717.234.6808 (FAX) jas@gkslaw.com (E-mail) GOLDBERG, KATZMAN & SHIPMAN, PoCo ATTORNEYS AT LAW June 14, 2001 VIA CERTIFIED and FIRST-CLASS MAIL :Mr. Timothy A. Yeoman, Jr. 3720 Cemetery Road Dundee, NY 14837 Re: Yeoman v. North Coast Commercial Roofing Systems ofPA, Inc. Cumberland County No. 01-2674 Civil Term Dear:Mr. Yeoman: I enclose a copy of an Order from the Court of Common Pleas of Cumberland County, Pennsylvania scheduling a hearing for this case on Thursday, July 5, 2001, at 8:30 a.m. in Courtroom Number 5 of the Cumberland County Courthouse. Although it is not necessary, you are welcome to attend the hearing. If you have any questions, please contact me. JOM A. Statler . - ~. - u.s. Postal Service . CERTIFIED MAIL RECEIPT (Domes!ic Mail Onlyj No Insurance Coverage Provided) J ~] f Fie J 1 1 , J Poslage Certified Fee , Return Receipt Fee ] (Endorsement Required) ] Restricted Delive!)' Fee ] (Endorsement Required) Total Postage & Fees $ A L USE J 1 ; :~~~~~-~~=~: ;97. YORK OFFICE: 717.843.7912 OF COUNSEL F. LEE SHIPMAN JOSHUA D. LOCK ARTHUR L. GOLDBERG (1951-2000) HARRY B. GOLDBERG (1961.1998) RONALD M. KATZMAN PAUL 1- ESPOSITO NEIL HENDERSHOT J. JAY COOPER THOMAS E. BRENNER JOHN A. STATLER APRIL L. STRANG~KUTAY GUY H. BROOKS JEfFERSON J. SHIPMAN JERRY J. Russo MICHAEL J. CROCENZI THOMAS J. WEBER STEVEN E. GRUBB ARNOLD B KOGAN .....,., , L, ',1 , 32:0 M^-RKE'T STREET. STRAWBERRY SQUARE .~ ,} , , ~ .f P.O. Box 1268 . HARRISBURG, PENNSYLVANIA 17108-1268 717.234.4161.717.234.6808 (FAX) jas@gkslaw.com (E-mail) GOLDBERG, KATZMAN &> SHIPMAN, P.C. ATTORNEYS AT LAW June 14, 2001 VIA CERTIFIED and FIRST-CLASS MAIL Mr. Michael Yeoman P.O. Box 133 Addison, AL 35540 Re: Yeoman v. North Coast Commercial Roofing Systems ofPA, Inc. Cumberland County No. 01-2674 Civil Term Dear Mr. Yeoman: I enclose a copy of an Order from the Court of Common Pleas of Cumberland County, Pennsylvania scheduling a hearing for this case on Thursday, July 5, 2001, at 8:30 a.m. in Courtroom Number 5 of the Cumberland County Courthouse. Although it is not necessary, you are welcome to attend the hearing. If you have any questions, please contact me. Jo . Statler ... . uts. Postal Service CERTIFIED MAIL RECEIPT " (Domestic Mail Only; No fnsuran.ce Coverage prOVjd~d) FF I Postage CIA $6 t q () ~&o Certified Fee Return Receipt Fee (Endorsement Required} Restricted OeIlWlry Fee (Endorsement Required} Total Postage & Fees $ L US- E Sent To . ~~ ..._7.0::b...<-~..e. (fl~ ~~::~~~R.~~~~~~~~~~o.~_cn__m_.___.n_..n_n_m__.~~.___~. ) 5 9 7 . Yo R K 0 F FIe E: 7 I 7.843.791 Z City, S ZlP+ 4 /1 ._n___'_UU.n___.~....._-;;""__ .' , ," . '. rrL"3 sS- tHJ '.'_...n"_...n. OF' COUNSEL F. LEE SHIPMAN JOSHUA D. LOCK ARTHUR L. GOLDBERG (1951-2000) HARRY B. GOLDBERG (1961-1998) RONALD M. KATZMAN PAUL ]. ESPOSITO NEIL HENDERSHOT J. JAY COOPER THOMAS E. BRENNER JOHN A. STATLER APRIL L. STRANG~KUTAY GUY H. BROOKS JEFFERSON J- SHIPMAN JERRY J. Russo MICHAEL J. CROCENZI THOMAS J. WEBER STEVEN E. GRUBB ita M~;~KET J S,R.EF.T , . STRAWBERRY SQUARE ."""'. .' -., ., , , P.O. Box 1268 . HARRISBURG, PENNSYLVANIA 17108-1268 717.234.4161.717_234.6808 (FAX) jas@gkslaw.com (E-mail) GOLDBERG, KATZMAN Go SHIPMAN, p.e. ATTORNEYS AT LAW June 14, 2001 VIA CERTIFIED and FffiST-CLASS MAIL :Mr. Damian Lee Yeoman c/o Marinda Yoeman 7805 Corryton-Luttrell Road Corryton, TN 37721 Re: Yeoman v. North Coast Commercial Roofing Systems ofPA, Inc. Cumberland County No. 01-2674 Civil Term Dear:Mr. Yeoman: I enclose a copy of an Order from the Court of Common Pleas of Cumberland County, Pennsylvania scheduling a hearing for this case on Thursday, July 5,2001, at 8:30 a.m. in Courtroom Number 5 ofthe Cumberland County Courthouse. Although it is not necessary, you are welcome to attend the hearing. If you have any questions, please contact me. ;. ~ . . ~ .. . u.s. Postal Service' , ' .., CERTIFIED MAIL RECEIPT , . . (Domestic Mail Only; No Insurance Coverage Provided) OFFICIAL USE Postage $ Certified Fee RettJrn Receipt Fee (Endorsement Required) Restricted Delivery Fee {Endorsement Required) Total postage & Fees $ '3 l/. :~~~~~--~~~~-If-~ c~,~fz'P;rz:1~::;;j~--~--------------------- .. --"- - - . ;97. YORK OFFrCE: 717.843.7912 OF COUNSEL F. LEE SHIPMAN JOSHUA D. LOCK ARTHUR L. GOLDBERG (1951-2000) HARRY B. GOLDBERG (1961-1998) RONALD M. KATZMAN PAUL J. ESPOSITO NEIL HENDERSHOT J. JAY COOPER THOMAS E. BRENNER JOHN A. STATLER APRIL L. STRANG-KUTAY GUY H. BROOKS JEFFERSON J. SH!PMAN JERRY J. Russo MICHAEL J. CROCENZI THOMAS J. WEBER ..-. ) 1",. .~ -;,2.0 MARKET STREET ..."') . , , , STRAWBERRY SQUARE P.O. Box 1268 . HARRISBURG, PENNSYLVANIA 17108-1268 717.234.4161 .717.234.6808 (FAX) jas@gkslaw.com (E-mail) GOLDBERG, KATZMAN & SHIPMAN, P.C. ATTORNEYS AT LAW June 14, 2001 VIA CERTIFIED and FIRST-CLASS MAIL Ms. Rebekah L. Showalter P.O. Box 349 Newport, PA 17074 Re: Yeoman v. North Coast Commercial Roofing Systems ofPA, Inc. H Cumberland County No. 01-2674 Civil Term Dear Ms. Showalter: I enclose a copy of ao Order from the Court of Common Pleas of Cumberlaod County, Pennsylvania scheduling a hearing for this case on Thursday, July 5, 2001, at 8:30 a.m. in Courtroom Number 5 of the Cumberlaod County Courthouse. Although it is not necessary, you are welcome to atfend the hearing. If you have any questions, please contact me. Very truly yours, \hnS2\ u.s. Postal Service . CERTIFIED MAil RECEIP.... (Domestic Mail Only; No Insurance Coverage Provided) \ 0 F F I Postage $ Certified Fee Return Receipt Fee (Endorsement Required) Restricted Delivery Fee (Endorsement Required) Total Postage & Fees $ ~:~~_~~.~_._~m___u_nmn~ ~ slreeLPI. NO.i o'"40r80X No.--pnn- --p .n_.~___ ._._.~._"-.n._. __.~__nn__p. ciii.- '--;-~,~-f-4=---:2_~-'i----------------------"----__."____,_.oc.__c_"_, , '. . '/-} n87t.,t: 597. YORK OFFICE: 717.843.7912 OF COUNSEL F. LEE SHIPMAK JOSHUA D. LOCK ARTHUR L. GOLDBERG (1951-2000) HARRY B. GOLDBERG (1961-1998) RONALD M. KATZMAN PAUL]. ESPOSITO NEIL HENDERSHOT J. JAY COOPER THOMAS E. BRENNER JOHN A. STATLER APRIL L. STRANG-KuTAY GUY H. BROOKS JEF'FERSON J. SHIPMAN JERRY J. Russo MICHAEL J. CROCENZI THOMAS J. WEBER STEVEN E. GRUBB , .J I r 320 MARKET .-", . ...~ ST.R~ET -""a ) . , , , STRAWSERR<{ SQUARE P.O. Box 1268 . HARRISBURG, PEKNSYLVANIA 17108~1268 717_234.4161.717.234.6808 (FAX) jas@gkslaw.com (E-mail) GOLDBERG, KATZMAN &> SHIPMAN, P.C. ATTORNEYS AT LAW June 14, 2001 VIA CERTIFJED and FffiST-CLASS MAIL Ms. Sarah Webster P.O. Box 656 Prattsburgh, NY 14873 Re: Yeoman v. North Coast Commercial Roofing Systems ofPA, Inc. Cumberland County No. 01-2674 Civil Term Dear Ms. Webster: I enclose a copy of an Order from the Court of Common l'leas of Cumberland County, Pennsylvania scheduling a hearing for this case on Thursday, July 5, 2001, at 8:30 a.m. in Courtroom Number 5 of the Cumberland County Courthouse. Although it is not necessary, you are welcome to attend the hearing. If you have any questions, please contact me. U.S. Postal Service CERTIFIED MAIL RECEIPT (Domes!ic Mail Only; No Insurance Coverage Provided) .f''! F f I Postage $ Certified Fee Retum Receipt Fee 1 {Endorsement RequIred} ] ] Restricted Deliy~_ry Fee ] (Endorsement RequIred) Total postage & Fees J , , ~ J J J A. L USE 97. YORK OFFrCE: 717.843.7912 OF' COUNSEL F. LEE SHIPMAN JOSHUA D. LOCK ARTHUR L. GOLDBERG (1951-2000) HARRY B. GOLDBERG (1961-1998) RONALD M. KATZMAN PAUL J. ESPOSITO NEIL HENDERSHOT J. JAY COOPER THOMAS E. BRENNER JOHN A. STATLER APRIL L. STRANG-KUTAY GUY H. BROOKS JEF'F'ERSON J. SHIPMAN JERRY J. Russo MICHAEL J. CROCENZI THOMAS J. WEBER STEVEN E. GRUBB , ,)- ).. '2>'2.() M~"u::.E.l '"""" ,) ,. STREET , STRAWBERRY SQUARE f} . , , , , - P.O. Box 1268 . HARRISBURG, PENNSYLVANIA 17108-1268 717_234.4161.717.234.6808 (FAX) jas@gkslaw.com (E-mail) GOLDBERG, KATZMAN & SHIPMAN, P.C. ATTORNEYS AT LAW June 14, 2001 VIA CERTIFIED and FIRST-CLASS MAIL Ms. Jolene May Benjamin 134 Blaine Drive, Apt. 5 Blaine, IN 37709 Re: Yeoman v. North Coast Commercial Roofing Systems ofPA, Inc. Cumberland County No. 01-2674 Civil Term Dear Ms. Benjamin: I enclose a copy of an Order from the Court of Common Pleas of Cumberland County, Pennsylvania scheduling a hearing for this case on Thursday, July 5, 2001, at 8:30 a.m. in Courtroom Number 5 of the Cumberland County Courthouse. Although it is not necessary, you are welcome to attend the hearing. If you have any questions, please contact me. e truly yours, \ .. - ..: >.. ,. ~ u.s. Postal Service CERTIFIED MAIL RECEIPT . (Domestic Mail Only; No Insurance Coverage Provided) Q F F i Postage $ Certified Fee Return Receipt Fee (Endorsement RequIred) Restricted Delivery Fee (Endorsement Required) Total Postage & Fees $ Sent To -" V\1.o ~~ - m_hnm_. n.mm...m ~ SiTe!!/, Ap . No.; or eO Bo~m----. .-.--m.."..._.m______~._."""bm_ .-.--m'l:.A~:':Tmh _ '/J All. S CI~S~4 TN 5'::; 7.'-.-!f!--~.-.mm--.m..n-hmhn :" ". )597. YORK OFFICE: 717.843.7912 OF COUNSEL F. LEE SHIPMAN JOSHUA D. LOCK ARTHUR L. GOLDBERG (1951-2000) HARRY B. GOLDBERG (1961-1998) RONALD M. KATZMAN PAUL J. ESPOSITO NEIL HEl"DERSHOT J. JAY COOPER THOMAS E. BRENNER JOHN A. STATLER APRiL L. STRANG~KUTAY GUY H. BROOKS JEfFERSON J. SfI!PMAK JERRY J. Russo MrcHAEL J. CROCENZI THOMAS J. WEBER STEVEN E. GRUBB ~ '} --:--:-. J . J r J) 1:f -:- i2() M"'RRE"L $T:REET .STRAWBERRY SOUARE P.O. Box 1268 . HARRISBURG, PENNSYLVANIA 17108R1268 717.234.4161.717.234.6808 (FAX) . , , . jas@gkslaw.com (E-mail) GOLDBERG, KATZMAN &> SHIPMAN, P.C. ATTORNEYS AT LAW June 14, 2001 VIA CERTIFIED and FIRST-CLASS MAIL Mr. James A Yeoman 311 Wilhite Lane Strawberry Plains, TN 37871 Re: Yeoman v. North Coast Commercial Roofing Systems ofPA, Inc. Cumberland County No. 01-2674 Civil Term Dear Mr. Yeoman: I enclose a copy of an Order from the Court of Common Pleas of Cumberland County, Pennsylvania scheduling a hearing for this case on Thursday, July 5, 2001, at 8:30 a.m. in Courtroom Number 5 of the Cumberland County Courthouse. Although it is not necessary, you are welcome to attend the hearing. If you have any questions, please contact me. \:~\ . -- u.s. Postal Service CERTIFIED MAIL RECEIPT . . (Domestic Mail Only; No Insuran.ce Coverage Provided) , , 0 F F I C I /1,. l J J ,j; 1 Postage $ 1 1 Certified Fee J Rerum Receipt Fee (Endorsement Required) Restricted Delivery Fee {EndornementRequi~ Total Postage & Fees: u 597 . YORK OFFIGE: 717.843.79.1 2 J l ~ J f I ! i . Complete items 1, 2, and 3. Also complete i item"4 if Restricted Delivery Is desired. ~ . Print your name and address on the reverse . so that we can return the card to you. ~ . Attach this card to the back of the mailplece, i or dh the front if space permits. ! , '.::.", , " SENDER: COMPLETE THIS SECTION 1. Article Addressed to: ~)~ jL ~ 3 7 c2-0 iJ!L---u,.fi:;/ [)~ )J If IL/-t'J 7 I D. Is delivery addre ifferent from item 1? If YES, enter delivery address below: 3. ~Ice Type 8~ertlfied Mail o Registered o Insured Mail o Agent o Addressee DYes DNo o Express Mail o Return Receipt for Merchandise o C.OD. 4. Restricted Delivery? (Extra Fee) 2. Article Number (Copy from service label) 7000 - 1~3 0 - 0&0<5- - 0/36-' put PS Form 3811, July 1999 Domestic'R-etum Receipt . Complete items 1, 2, and 3. Also complete "item 4 if Restricted Delivery is desired. . Print your name and address on the reverse so that we can return the card to you. ., Attach this card to the back oJ the mailpiece, for on the front,if space permits. 1. Article Addressed to: 7k..- j)~cf~ o~- 4'>> ~!!~ 7~t}S ~--bnv-cf~ 1,(. !J ~ 'TJJ 3 7702/ I x D. Is delivery add different from item 1? If YES, enter de Ivery address below: 3. ~o/Vrce Type ~Certified Mail D Registered D Insured Mail DYes 102595.00.M.0952 vV D Agent D Addressee Dyes o No D Express Mail D Return Receipt for Merchandise, DC.O.o. 4. Restricted Delivery? (Extra Fee) 2. Article Number (Copy from servIce labe1) '.: 700f}. IS3Zi- oooS-tJf?;S- gJW 1.- PS Form 3811, July 1999 Domestic Return Rece;p! DYes 10259S-00.M-WS2 , , , . ':. ;.~, J J l).) .' . ., i ~. '.:,-;' SENDER: COMPLETE THIS SECTION .; . Complete items 1, 2, and 3. Also complete item 4 if Restricted Delivery is desired. . Print your name and adclress on the reverse so that w.e can return the card to you. . Att<:!ch thiS can:J to the back of the mail piece, or on the front If space permits. 1. Article Addressed to: ~~ 4rJ'~' 13+(j~ ~ /t+'':;- )J~ nJ :!J 77/J'1 / o Agent Addressee pYes o No 3. Service "TYpe M Certified Mail 0 Express Mail [1 Registered 0 Return Receipt for Merchandise o Insured Mail 0 C.O.D. 4. Restricted Delivery? (Extra. Fee) 2. Article Number (Copy from serviCe label) 700()- L,30- ()JtJS- DOS- Co2!" Y PS Form 3811 , July 1999 DomestIc Return Receipt DYes t02595-0a-M.o~g~' r ._.. .______._______.__.'__'__ __.~ w_..__n ----._~ -... ,. SENDER: COMPLETE THIS SECTION . Complete items 1, 2, and 3. Also complete item 4 if Restricted Delivery is desired. . print your name and address on the reverse so that we can return the card to you. . ~ttach this card to the back of the mailpiece, ..,if on the front if space permits. 1. Article AddreSsed to: I I I '~~j<-Jf~ ? P[t;~ ~ol,. j)~ YI ;J r /If{f7:3 3. Service we ~. trcertified Mail 0 Express Mail , o Registered 0 Retum Receipt for Merchandise ~ o Insured Mail 0 C.O.D. . 4. Restricted Delivery? (Extra- Fee) (JYes 2. Article Number (Copy from service label) 7otJo- /5" 30- OOOS - 013S- [".;2.,;).0 PS Form 381? JJ.I,ly ~999 Domestic Return Receipt 10259S'()O-M-0952 .'.':.~-,'.' . , I I' l, I, SENDER: COMPLETE THIS SECTION . Complete items 1, 2, and 3. Also' complete item 4 if Restricted Delivery is desired. .# Print your name and address on the reverse so that we can return the card to you. ' . Attach this card to the back of the mail piece, o 'On the front if space permits. 1. . Article Addressed to: ~. ~;;(~iZ-L jJ 0 1wt- 31--'1 ~ J>A /7lJ7'-f , .' A. Received by (Please Print Clearly) B. Date of Delivery .' [..... t CrfCo-O ( C. Signature --p X 4~ cW~ D. ]s delivery address different from item 1? If YES, enter delivery address below: 36 (j). !l-A..lv~~ ~v~~~Q. rR~ n\)~ 3. Service Type 'f;zf Certified Mail o Registered o Insured Mail o Express Mail o Return Receipt for Merchandise DC.O.O. 4. Restricted Delivery? (Extra Fee) DYes 2. Article Number (Copy from service label) 7!J!JtJ- /53ZJ - 000.5-- 0(2)- PS Form 3811 , July 1999 Domestic Return Receipt 19--37 I 102595-o0.M.0952 ,'"~'~.'.'.' , , , ;.,.. r , r I" r , , 'I J , I' \ J ~ AFFIDAVIT Re: James A. Yeoman On this 3m day of July, 2001, before me, a Notary Public in and for the Commonwealth of Pennsylvania, personally appeared Cheryl L Baker, CIA (the "Affiant"), who acknowledged herself to be a Certified Legal Assistant employed by Goldberg, Katzman & Shipman, P. C, who, being duly sworn according to law, and intending to be legally bound, affirms, to the best of her knowledge, information, and belief, as follows regarding James A Yeoman. 1. Contacted James A Yeoman on July 3,2001 at 9:12 AM. at his place of employment. 2. Notified James A Yeoman of the hearing schedule for July 5, 2001 at Cumberland County Courthouse, Carlisle, Pennsylvania regarding the Petition for Court Approval and Allocation of Wrongful Death and Survival Action Settlements. 3. Informed James A Yeoman of his father's death, that he would be receiving between $7,000 and $8,000 from the settlement, and that he would receive a copy of the Petition in the mail. GOLDBERG, KATZMAN & SHIPMAN, P.C: Dated: July 3'd, 2001 By: r JrlyU6c 'c1) tgev~ Cheryl L Baker, CLA Certified Legal Assistant 65287.1 Notarial Seal . Victoria Y. Chambers, ~otary Public Harrisburg. Dauphin County My COmmission Explres Apr. 7. 2003 ';"1",~_ ~ .,,~ "; _"~ ,~"""",":",,,",~ _ [1 -I ,', '"'" c'" OF COUNSEL F. LEE SHIPMAN JOSHUA D. LOCK ARTHUR L. GOLDBERG (1951-2000) HARRY B. GOLDBERG (1961-1998) RONALD M. KATZMAN PAUL J. ESPOSITO NEIL HENDERSHOT J. JAY COOPER THOMAS E. BRENNER JOHN A. STATLER APRIL L. STRANG-KUTAY GUY H. BROOKS JEFFERSON J. SHIPMAN JERRY J. Russo MICHAEL J. CROCENZI THOMAS J. WEBER STEVEN E. GRUBB ARNOLD B. KOGAN ROYCE L. MORRIS EVAN J. KUNE, III JOHN DELoRENZO JOHN R. NINOSKY DAVID M. STECKEL III . '})'J ,1 \ It, 320 MARKET STREET. STRAWBERRY SQUARE P.O. Box 1268 . HARRISBURG, PENNSYLVANIA 17108-1268 717.234.4161 . 717.234.6808 (FAX) . I " ~ ~ GOLDBERG, KATZMAN & SHIPMAN, P.C. ATTORNEYS AT LAW July 5, 2001 Via Certified and First-Class Mail James A Yeoman 96B Route 1 Highway 145 Eastanellee, GA 30538 Certified Mail, Return Receipt Requested No. 7099 3400 0002 2090 3839 Re: Estate of Timothy A. Yeoman, deceased Dear Mr. Yeoman: Our paralegal, Cheryl Baker, contacted you at your place of employment on _July 3, 2001, regarding your father. Your father died on June 16, 2000 as the result of a construction accident. Your father's Estate was opened by Kathy Yeoman, his wife, with the Register of Wills of Cumberland County, Pennsylvania. A settlement offer has been made by the insurance company; court approval is being sought. Therefore, we need to serve you with the enclosed papers. Once the Court has approved the enclosed Petition, we will file a Pennsylvania Inheritance Tax Return and, then upon approval by the Pennsylvania Department of Revenue, we will distribute the proceeds to the beneficiaries which will be between $6,000.00 to $8,000.00. If you move before you receive your inheritance, please call Cheryl at the above telephone number. Otherwise, in order to receive your money you will have to Petition the Court in Cumberland County, Pennsylvania. We ask for your full cooperation in this matter. CARLISLE OFFlcE: 717.245.0597 . YORK OFFICE: 717.843.7912 ",""" '-' -."....'"' ,"'J i_ i"o 00""'" " I ,~ I , .')" , James A. Yeoman July 5, 2001 Page 2 If you have any questions, please feel free to contact me or Cheryl at the above telephone number. Michael J. Crocenzi MJC/clb Enclosures 65343.1 ,,,~ . OF COUNSEL F. LEE SHIPMAN JOSHUA D. LOCK ARTHUR L. GOLDBERG (1951-2000) HARRY B. GOLDBERG (1961-1998) RONALD M. KATZMAN PAUL J. ESPOSITO NEIL HENDERSHOT J. JAY COOPER THOMAS E. BRENNER JOHN A. STATLER APRIL L. STRANG-KUTAY GUY H. BROOKS JEFFERSON J. SHIPMAN JERRY J. Russo MICHAEL J. CROCENZI THOMAS J. WEBER STEVEN E. GRUBB ARNOLD B. KOGAN ROYCE L. MORRIS EVAN J. KLINE, 1lI JOHN DELoRENZO JOHN R. NINOSKY DAVID M. STECKEL t. . 1 ,-'-LI_ ';,~" 'L__,;,'. """'~-*, ~ 1 I' . I , l J I, , .')1 t I 320 MARKET STREET. STRAWBERRY SQUARE P.O. Box 1268 . HARRISBURG, PENNSYLVANIA 17108-1268 717.234.4161 . 717.234.6808 (FAX) GOLDBERG, KATZMAN & SHIPMAN, P.C. ATTORNEYS AT LAW July 5, 2001 Via Certified and First-Class Mail 11ichael J{eoman c/o Shiela Carter P.O. Box 22 Arley, AL 35541 Certified Mail, Return Receipt Requested No. 7099 3400 0002 2090 3860 Re: Estate of Timothy A. Yeoman, deceased Dear Mr. J{eoman: Our paralegal, Cheryl Baker, contacted you at your residence today regarding -'your father. J{ our father died on June 16, 2000 as the result of a construction accident. Your father's Estate was opened by Kathy Yeoman, his wife, with the Register of Wills of Cumberland County, Pennsylvania. A settlement offer has been made by the insurance company; court approval is being sought. Therefore, we need to serve you with the enclosed papers. Once the Court has approved the enclosed Petition, we will file a Pennsylvania Inheritance Tax Return and, then upon approval by the Pennsylvania Department of Revenue, we will distribute the proceeds to the beneficiaries which will be between $6,000.00 to $8,000.00. If you move before you receive your inheritance, please call Cheryl at the above telephone number. Otherwise, in order to receive your money you wilI have to Petition the Court in Cumberland County, Pennsylvania. We ask for your full cooperation in this matter. CARLISLE OF'fICE: 717.245.0597 . YORK OF'F!CE: 717.843.7912 00 . I' (1\ J Michael Yeoman July 5, 2001 Page 2 ~ . I)'" I j ,'" ~ l If you have any questions, please feel free to contact me or Cheryl at the above telephone number. MJC/clb Enclosures 65343.2 .' <v ~'-" . -, ,,-,p,~ 1'1 ~~ r ,-. ,,' ~ I . "" . , 1 If" . I .' )'': , . . AFFIDAVIT Re: Michael Yeoman On this 6th day of July, 2001, before me, a Notary Public in and for the Commonwealth of Pennsylvania, personally appeared Cheryl L Baker, CLA (the "Affiant"), who acknowledged herself to be a Certified Legal Assistant employed by Goldberg, Katzman & Shipman, P.c., who, being duly sworn according to law, and intending to be legally bound, affirms, to the best of her knowledge, information, and belief, as follows regarding James A. Yeoman. I. Contacted Michael Yeoman on July 5, 2001 at approximately 12:00 at his residence. 2. Notified Michael Yeoman ofthe hearing that was held on July 5,2001 at Cumberland County Courthouse, Carlisle, Pennsylvania regarding the Petition for Court Approval and Allocation of Wrongful Death and Survival Action Settlements. 3. He received the initial petition. 4. Informed Michael Yeoman that he would receive a copy of any further Court Orders in the maiL GOLDBERG, KATZMAN & SHIPMAN, P.c.: Dated: July 61h, 2001 By: (\It ~~Q ~ Pv-I2~ Cheryl L Baker, CLA Certified Legal Assistant 65287.2 Notarial Seal . Victoria Y. Chambers, Notary Public Harrisburg, Dauphin County My Commission Expires Apr. 7, 2003 t,~"., '~i',_ , ~,_ ,,'''1-, ,,~. 1 I, ,. - . , ..' "-., . ~. ... . .' I. r ~ CERTIFICATE OF SERVICE I HEREBY CERTIFY that I served a true and correct copy of the foregoing document by depositing a copy of same in the United States Mail at Harrisburg, Pennsylvania, with first- \ 0 "" class postage prepaid on the day of < \ LA.. \ 1..\ \ ,2001, addressed as follows: Honorable Edward E. Guido Court of Common Pleas of Cumberland County Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3387 Respectfully submitted, GOLDBERG, KATZMAN & SHIPMAN, P.C. BY~~ John A. S atler, sqUIre Attorney I. D. No. 43812 320 Market Street P. O. Box 1268 Harrisburg, PA 17108-1268 Telephone: (717) 234-4161 Attorneys for Plaintiff :" ,,',~ e", -.<.,,-:,,~~~,: {., ,':!.;',..,::'-Tc.",;z""~',~_"""'''':':O',~"c:""j',o'''': ',,[';"1',,';><;:"''''' ,'"",,, . "F':' ;-", , . - _,' ,',]<'".,~, ,':~'" ,_ ~.. _,~ , ! 'I 1....1 "I II :~'- 1:$. rA' ,. '1 ., '. , ~~- ~ - ,', '" ~ v " ~~ ,,~ , -' ,~ ,-. ";" ' '." " , .~,,~ ~~, -,,-,, .. ~. ~~~" I ,., ~ . . . c-:' ~; -< I'.) ~!!l!$f1W;,!!,!f7~~~,J,"~~~~~~'\' ",.,..,.,"J \l!_," , " , " f " t ( ( , ' , , COpy . JUt 1 7 200Y 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 Plaintiff KATHY M. YEOMAN, Individually and as Administratrix of the ESTATE OF TIMOTHY A YEOMAN, : Plaintiff IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYL VANIA CIVIL ACTION - LAW v. NORTH COAST COMMERCIAL ROOFING SYSTEMS OF PA, INC., Defendant NO. 01-2674 Civil Term AFFIDAVIT OF SERVICE COMES NOW, John A Statler, Esquire, on this /6""111 day ofJuly, 2001, before me, a Notary Public in and for the Commonwealth of Pennsylvania, who, being duly sworn according to law, affirms to the best of his knowledge, information and belief as follows: 1. I am an attorney licensed to practice law in the Commonwealth of Pennsylvania "" with Supreme Court I. D. No. 43812. 2. I am counsel for the Plaintiff in the above-captioned action. . " , - -,'1' 1 ' " r,'~,'c~.", I ,~ , , , , '. , I , I 3. On May 31,2001, I mailed a copy of the Plaintiff's Petition for Court Approval and Allocation of Wrongful Death and Survival Action Settlements and proposed Order by certified mail to the following individuals: Timothy A. Yeoman, Jr. Jolene May Benjamin, Michael Yeoman, Damion Lee Yeoman, Rebekah L. Showalter, Sarah Webster and James Yeoman. (See Exhibit "A" attached hereto). 4. Copies of the returns of service cards for the May 31, 2001 certified mailing are attached hereto as Exhibit "B." 5. On June 14, 2001, I sent a letter by certified and first-class mail, and a copy of the Court's Order ofJune 8,2001 scheduling a hearing for this case on July 5,2001 to the following individuals: Timothy A. Yeoman, Jr. Jolene May Benjamin, Michael Yeoman, Damian Lee Yeoman c/o Marinda Yeoman, Rebekah L. Showalter, Sarah Webster and James Yeoman. (See Exhibit "c" attached hereto). ... 2 "''''",',,-, T' ,,{> '" " ,=. , t", :~ I ''1 '> ,. ,.. ,. 1 ' ~ - ;li,~-('":' ,'~ ',,_ '. ill , , 6. Copies of the returns of service cards for the June 14, 2001 certified mailings are attached hereto as Exhibit "D." 7. On July 3, 2001, Cheryl L. Baker, a Certified Legal Assistant employed by Goldberg, Katzman and Shipman, P.e. personally spoke by telephone with James A. Yeoman and informed him of the hearing scheduled for July 5, 2001. Ms. Baker also discussed the contents of the Petition for Court Approval with James A Yeoman. (See Affidavit of Cheryl L. Baker, CLA attached hereto as Exhibit "E"). 8. On July 5,2001, Michael J. Crocenzi of Goldberg, Katzman and Shipman, P.e. mailed another copy of the Petition and Court Order ofJune 8, 2001 by certified and first-class mail to Michael Yeoman and James A. Yeoman. (Copies of the letters are attached hereto as Exhibit "F"). 9. On July 5,2001, Cheryl L. Baker, CLA of Goldberg, Katzman and Shipman, P.e. personally spoke by telephone with Michael Yeoman. Mr. Yeoman acknowledged that he had {\. received the copy of the Petition that had been mailed to him on May 31,2001. Mrs. Baker also , ~ ... r-'- ~~l .1 ~ ' , ~^ , . , informed Mr. Yeoman of the scheduled hearing. (See Affidavit of Cheryl L Baker, CLA attached hereto as Exhibit "G"). DATE: 7/ /0 /0 / Sworn to and subscribed before3.!l' this I trd day of :Ju0 ,2001. /0,- l Lk$rULe Notary Public (SEAL) c, 65397.1 w . """""U 1 'r' i- ~ .. Respectfully submitted, GOLDBERG, KATZMAN & SHIPMAN, P.C. By U:::J Attorney I. D. No. 43812 320 Market Street P. O. Box 1268 Harrisburg, PA 17108-1268 Telephone: (717) 234-4161 Attorneys for Plaintiffs Christi Notarial Seal c:jly of A:r:t. Hakel. Notary Public MY CommiSSI~~uw,xp' DI auphin County res Apr. 4, 2005 4 "- , OF COUNSEL F. LEE SHIPMAN JOSHUA D. LOCK ARTHUR L. GOLDBERG (1951-2000) HARRY B. GOLDBERG (1961-199S) RONALD M. KATZMAN PAUL J. ESPOSITO NEIL HENDERSHOT J. JAY COOPER THOMAS E. BRENNER JOHN A. STATLER APRIL L. STRANG-KUTAY GUY H. BROOKS JEFFERSON J. SHIPMAN JERRY]. Russo MICHAEL]. CROCENZI THOMAS J. WEBER STEVEN E. GRUBB ARNOLD B. KOGAN ROYCE L. MORRIS EVAN J. KLINE, III '~HN DELoRENZO JOHN R. NINOSKY DAVID M. STECKEL ~'v - :,- .t 320'l1ARKET S'Ir<EET. i I t I STRAWBERRY SQUARE , ' P.O. Box 1268. HARRISBURG, PENNSYLVANIA 17108.1268 717.234.4161.717.234.6808 (FAX) jas@gkslaw.com (E-mail) GOLDBERG, KATZMAN & SHIPMAN, P.C. ATTORNEYS AT LAW May 31, 2001 Mr. Curt Long Prothonotary of Cumberland County Court of Common Pleas Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3387 Re: Yeoman v . North Coast Commercial Roofing Systems of P A, Inc. Cumberland County No. 01-2674 Civil Term Dear Mr. Long: Enclosed please find an original and two copies of a Petition for Court Approval and Allocation of Wrongful Death and Survival Action Settlements for and proposed Order for filing in the above-captioned matter. Please return a clocked-in copy of the Petition to me in the enclosed self-addressed, stamped envelope. Also enclosed are copies of the proposed Order with postage paid envelopes addressed to all parties or counsel of record. If you have any questions, please contact me. JASlch Enclosures cc: Patrick T. Cusick, Esquire (w/enclosure) Mr. Timothy A. Yeoman, Jr. (wlenclosure) Ms. Jolene May Benjamin (wlenclosure) Mr. Michael Yeoman (w/enclosure) Mr. Damion Lee Yeoman (w/enclosure) Ms. Rebekah L. Showalter (w/enclosure) Ms. Sarah Webster (w/enclosure) Mr. James A. Yeoman (w/enclosure) 62505.2 "-\. CARLlSU: OFFICE: 717.245.0597 . YORK OFFICE: 717.843.7912 . - f'l " 0 .",.,.. .~,' ., ,~ ;,'. ~ . , ' " . ~ U.S. Postal Service .. .~ ":':.: ' CERTIFIED MAIL RECEIPT' . ': '. .,' ' (Domestic Mail Only; NO' Insurance Coverage Provided) .. ..1J =r F ! l U S t: 0 '" U1 Postage $ m .-'l Certified Fee 0 U1 Return Receipt Fee o (EndQ(SementRequired) o - - Restricted Delivery Fee o (Endorsement Required) Total Postage & Fees $ L S- O ::~;i~ 't:'ii;':;O;'Pii-B-lPof:t..~.__..m._u_m._-- g 13!=f. . _.__.__mm_:.~~.4::..-;.._;;__m_.___m_.____-- ro- clty'sl~i~.i:tP+' m... IN 3'710f' o m . U1 .-'l - u.s. Postal Service : . .', '. ,\ ','.. .1,. .....' ,~ ,.' ~;>' . '".1 '. CERTIFIED MAIL RECEIPT' '"i~",:,>, !",i;!/-:'~~,?i':;..':; (Domestic Ma!1 Only; No Insu':~~ce Coverage PrOVided)' ; m U1 .,- ~ C 0 t' '" , U1 Postage $ m .-'l Certified Fee 0 U1 Return Receipt Fee 0 (Endorsement Required) 0 Restricted Delivery Fee 0 (Endorsement ReqtJired) 0 Total Postage & Fees $ m U1 .-'l 0 0 0 ro- :11 .... '.:,','.-, U.S. Postal Service . " ". '. '.' , CERTIFIED MAIL RECEIPT . . ......u. ", (Domestic Mail Only; NO' Insuran.ce 'Coverage Provided) . U1 8 ':) F F ! '" U1 m .-'l o U1 o o o Postage $ Certified Fee Return Receipt Fee (Endorsement Required) Restricted Delivery Fee (Endorsement RequIred) Total Postage & Fees $ o .m U1 .-'l o ~~~..m~u~_mmuu_.m.____._.mm ~ cY..-1~plfjf!!iJflj!t;'1i~-'7-_._.._m._____----------- :11 -. -.. . . '"' u.s. Postal Service . , ~ :,' . . '.. ,e ., ' CERTIFIED MAIL RECEIPT' .~:' '., .~:; , ;:. ,-:" , (Domes!iC Mail Only; NO' Insurance CO'lferag,g Provided) u S E ru .. ru p - I L 0 I- '" U1 Postage $ m .-'l 0 Certified Fee U1 Return Receipt Fee .0 (Endorsement Required) 0 Restricted Delivery Fee 0 (Endorsement Required) 0 Total Postage &. Fees $ t-f-E m U1 .-'l 0 0 0 ro- u ., ,;~ iE ^?1f'.t! ~...;? <,' ~ ~7' ....,. \ I 0: iB':: \i' '~\ .~~N ;: '~;;,.,~,'~' " " u.s. Postal Service . .. J .:', ..' CERTIFIED MAIL RECEIPT . '. " ~,. .'.~. .... (DOmes!ic Mail Only; No Insurance COverdge Provided)' CJ ..J] ~;.: !:;: , e I J..\ L U B t: CJ ! , d:J Lrl Postage $ n1 .-'1 Certified Fee CJ CJ n1 Lrl .-'1 CJ CJ CJ t'- U1 Aeturn Receipt Fee CJ (Endorsement Requlred) CJ 'Resfrlcted Delivery Fee CJ (Endorsement Required) ._..-._..~_.....-_...__.--..---_..- .", ".U' '....:'.. , . U.S.Postalservice ' .': ~. '.. ":.. ',' :.' CERTIFIED MAIL RECEIPT ..." ; . . - '. (Domest{c Mail Only; No.'IJ5urance Coverag~ pr~vJde'!! ,'~ ~ d:J t= F I C I l CJ .... d:J Lrl postage $ n1 .-'1 Certified Fee CJ Lrl Return Receipt Fee CJ (Endorsement Required) CJ Aes!ricted Oellvery Fee CJ (Endon;cment Required) CJ Total Postage & Fees om Lrl .-'1 CJ CJ CJ t'- ,,:: USE '.,--."';'."':".-" c.U.S. Postal Service- .' : <' ~., , '. \' CERTIFIED MAil RECEIPT' "~ ,':.' " . ' : . (Domestic Mail Only; No Insurance'covertJge p~pvided)~ .::' t'- t'- F F CJ I d:J Lrl Postage $ n1 .-'1 CJ Certified Fee Lrl Return Receipt Fee CJ (Endorsement Required) CJ RestrlctedDelivetyFee CJ (Endorsement Required) CJ Total Postage & Fees n1 Lrl Sent .-'1 CJ streef" CJ CJ t'- AL USE IS;;' ~ (<i:GJI;J~ ,,\ ~..", ~1 potte6i.'. \ \ , ~ ~\~..<'}l j;": "'.J, _________,,/1 .-F~1'~ " . , , , Complete items 1, 2, and 3. Also complete item 4 if Restricted Delivery is desired. . Print your name and address on the reverse so that we can return the card to you. . Attach this card to the back Qf the mail piece, or on the front if space permits. ~Cle Add",,,ed to' t' ::J' ~, . -37;).,0 . D~AJ'f 14&'37 c. Signature ~Agent o Addressee DYes D No x D. Is delivery addr ifferent from item 1? If YES, enter delivery address below: 3. ~rvice Type QlCertified Mail d Registered o Insured Mail o Express Mail o Return Receipt for Merchandise DC.O.D. 4. Restricted Delivery? (Extra Fee) 2. Article Number (Copy from service label) .-.. 0 " c- ICI!)O -1530 -61)0.5 - 0135-- (JtJ/...; PS Form 3811, July 1999 OOmestic Return Receipt .+ DYes 10,25RS.(Jo.M-0952 Complete items 1, 2, and 3. Also complete item 4 if Restricted Delivery is desired. . Print your name and address on the reverse so that we can return the card to you. . Attaoh this card to the back of the mailpiece, or on the front if space permits. 1. Article Addressed to: ~~ ! 70 ~ 1~3 ~ 1tL- 35'SLtc) D. Is delivery address different from item 1? If YES. enter delivery address below: 3. Service Type ~ Certified Mail 0 Express Mail o Registered 0 Retum Receipt for Merchandise o Insured Mail 0 C.O_D. 4. Restricted Delivery? (8dra Fee) DYes .,'" 2. Article NU~ber(COPY. fromservjce-'abel) :"j _.,.j..-;f': . ,..~' 1[}OD IS]v OOOS- tJl3S-" P;;l."d-. PS Form 3811 , July 1999 Domestic Retum Receipt 102595-00.M-0952 ~.:;> . .' .' '.', '~'.. , ' . , 'If,: :',;.' " , ' . , Complete items 1, 2, and 3. Also complete item 4 if Restricted Delivery Is desired. . Print your name and address on the reverse so that we can return the card to you. . Attach this card to the back of the mailpiece, or on the front if space permi~. 1. Article Addressed to: :~~.~ 'rpD&y3Lf1 ~T~ ~1._~1Y 3. Service Type 1$ Certified Mail 0 Express Mail o Registered 0 Return Receipt for Merchandise o Insured Mail 0 C.O.D. 4. Restricted Delivery? (Extra Fee) O_Yes .' 2. Article Number (Copy from se'rvice label) ]C'O;S,!''3t41i? 0 f)l.n IK5.11ri?,tl, .9l<<r~;t[, ~'(J~r;lt, If..fE 4L : PS Form 3811, July 1999 -, -'DomeStic Return Receipt , i ',I 2. Article Number (Col;Y from service label) 7/JOU- IS30- 'i)OOS~Of3..:T- it'~o PS Form 3811 . July 1999 Domestic Return Receipt ,T Complete items 1, 2, and 3. Also complete item 4 if Restricted Delivery is desired. . Print your name and address on the reverse so that we can return the card to you. . Attach this card to the back of the mallplece, or on the front if space permits. :;r;;;:;~ '-PO~0S0 tJfflf<t7~ 'k.. 102595-00-M.0952 x o Agent o Addressee DYes Cl No .' D.. Is, delivery address different from item 1? .S~ If YES, enter deJfvery address below: 3. ~ S!rvice Type lit Certified Mail 0 Express Mall o RegIstered D Return Receipt for Merchandise o Insured Mail 0 c.Op. 4. Restricted Delivery? (Extra Fee) qYes .,' 1Q2595.0D-M.Q9s2' " T ~, " OF COUNSEL F. LEE SHIPMAN JOSHUA D. LOCK ARTHUR L. GOLDBERG (1951-2000) HARRY B. GOLDBERG (1961-1998) RONALD M. KATZMAN PAUL J. ESPOSITO NEIL HENDERSHOT J. JAY COOPER THOMAS E. BRENNER JOHN A. STATLER APRIL L. STRANG-KUTAY GUY H. BROOKS JEFFERSON J. SHIPMAN JeRRY]. Russo MICHAEL J. CROCENZI THOMAS J. WeBER STEVEN E. GRUBB ,,'"-;--. ./. ..... } i 1 ,I' j 320 MARKET STREET STRAWBERRY SQUARE P.O. Box 1268 . HARR[SBURG, PENNSYLVAN[A 717.234.4161 .717.2.34.6808 (FAX) r-< ;'X: -{ . ' 17108-1268 jas@gkslaw.com (E-mail) GOLD8ERG, KATZMAN & SHIPMAN, P.C. ATTORNEYS AT LAW June 14, 2001 VIA CERTIFIED and FffiST-CLASS MAIL Mr. Timothy A Yeoman, Jr. 3720 Cemetery Road Dundee, NY 14837 Re: Yeoman v. North Coast Commercial Roofing Systems ofPA, Inc. Cumberland County No. 01-2674 Civil Term Dear Mr. Yeoman: I enclose a copy of an Order from the Court of Common Pleas of Cumberland County, Pennsylvania scheduling a hearing for this case on Thursday, July 5,2001, at 8:30a.m. in Courtroom Number 5 of the Cumberland County Courthouse. Although it is not necessary, you are welcome to attend the hearing. If you have any questions, please contact me. \~ J 000 A. Statler . ~ -. . u.s. Postal Service . ' CERTIFIED MAIL RECEIPT '.: : . , . (Domes~ic Mail Only; No Insurance Coverage Provided) . J J J :~ ~ Fie I A L ] 1 1 1 J Postage Certified Fee , Return Receipt Fee ] (Endorsement Required) J Restricted Delivery Fee ] (Endorsement Required) Total Postage & Fees $ U S IE ] 1 : .~~~:-~~--?20:::-~_n?J_____~~t__ _d____nmn ; ;;;~Jl!L~/~-m-----n.--_-.-------.-.n.--n- - . II :.1..' \/. III - . . ...... ;97. YORK OfFICE: 717.84.1,7912 " OF' COUNSEL F. LEE SHIPMAN JOSHUA D. LOCK ARTHUR L. GOLDBERG (1951-2000) HARRY B. GOLDBERG (1961-1998) RONALD M. KATZMAN PAUL J. ESPOSITO NEIL HENDERSHOT J. JAY COOPER THOMAS E. BRENNER JOHN A. STATLER APRIL L._STRANG-KUTAY GUY H. BROOKS JEFFERSON J. SHIPMAN JERRY J. Russo M[CHAEL J. CROCENZI THOMAS J. WEBER STEVEN E. GRUBB ARNOLD B KOGAN ~ .-:-. 320 MARKET STREET STRAWBERRY SQUARE ~ . "J " "'.. $." f ( ~~ P.O. Box 1268 . HARRISBURG, PENNSYLVANIA 17108-1Z68 717.234.4161.717.234.6808 (FAX) jas@gkslaw.com (E-mail) GOLDBERG, KATZMAN & SHIPMAN, P.C. ATTORNEYS AT LAW June 14, 2001 VIA CERTIFIED and FffiST-CLASS MAIL Mr. Michael Yeoman P.O. Box 133 Addison, AL 35540 Re: Yeoman v. North Coast Commercial Roofing Systems ofPA, Inc. Cumberland County No. 01-2674 Civil Term Dear Mr. Yeoman: I enclose a copy of an Order from the Court of CommolLPleas of Cumberland County, Pennsylvania scheduling a hearing for this case on Thursday, July 5,2001, at 8:30 a.m. in Courtroom Number 5 of the Cumberland County Courthouse. Although it is not necessary, you are welcome to attend the hearing. If you have any questions, please contact me. . I It!s. Postal Service , ' c ,'. .J ., CERTIFIED MAIL RECEIPT" ". :', " . ' .: (Domestic Mail Only; No Insu~nce Cover "age prOVi~~d) ,1 F F J CI $ 6 lCj6 t &0 Postage Certified Fee Return Receipt Fee (Endorsement Aequlred) Restricted Oelivel)' Fee (Endorsement Required) Total Postage & Fees $ ii\. L u s f '" * ;--- )::;97. YORK OFf'ICE: 717.843.7912 Of' COUNSEL F. LEE SHIPMAN JOSHUA D_ LOCK ARTHUR L. GOLDBERG ([951-2000) HARRY B. GOLDBERG ([961-1998) RONALD M. KATZMAN PAUL J. ESPOSITO NE:IL HENDERSHOT J. JAY COOPER THOMAS E. BRENt\-ER JOHN A. STATLER APRIL L. STRANG-KUTAY GUY H. BROOKS JEFFERSON J. SHIPMAN JERRY J. Russo MICHAEL J. CROCENZI THOMAS J. WEBER STEVEN E. GRUBB ..~ ,..... j , ' " _,I, 320 MARKET STRI:.F.T A 1 ,( STRAWBERRY SQlJARE , P.O, Box 1268. HARRrSBlJRG, PENNSYLVANIA 17108~1268 717.234.4161.717.2.34.6808 (FAX) jas@gkslaw.com (E-mail) GOLDBERG, KATZMAN & SHIPMAN, P.C. ATTORNEYS AT LAW June 14,2001 VIA CERTIFIED and FIRST-CLASS MAIL :Mr. Damion Lee Yeoman c/o Marinda Y oeman 7805 Corryton-Luttrell Road Corryton, TN 37721 Re: Yeoman v. North Coast Commercial Roofing Systems ofPA, Inc. Cumberland County No. 01-2674 Civil Term Dear:Mr. Yeoman: I enclose a copy of an Order from the Court of Conunon Pleas of Cumberland County, Pennsylvania scheduling a hearing for this case on Thursday, July 5,2001, at 8:30 a.m. in Courtroom Number 5 of the Cumberland County Courthouse. Although it is not necessary, you are welcome to attend the hearing. If you have any questions, please contact me. \V~ J ohri A Statler ,:.: - _: .. . . us. Postal Service " ' ,'.,' ' ':~ CERTIFIED MAIL RECEIPT ., .'" '. : (Domestic Mail Only; No Insurance Coverage provided)" ' C~FFIClp.l U S IE Postage $ Certified Fee Return Receipt Fee {Endorsement Required) Restricted Detivel)' Fee (Endorsement Required) Total postage & Fees $:] ~~&~..0"~J47!f.h!",,~'1f!!.~: :fl.....'.' Stroet Apt. NO';J1 :r; ~~o: No. rJ;r; d f cZ~-&P+7J::!~t;,.r~"~m'...------:...."., . II ;, '" i97. YORK OFI'ICf:: 717.843.7912 OF COUNSEL F. LEE SHIPMAN JOSHUA D. LOCK ARTHUR L. GOLDBERG (1951-20001 HARRY B. GOLDBERG (1961-1998) RONALD M. KATZMAN PAUL]. ESPOSITO NEIL HENDERSHOT J. JAY COOPER THOMAS E. BRENNER JOHN A. STATLER APRIL L. STRANG-KUTAY GUY H. BROOKS JEFFERSON 1. SHIPMAN JERRY J. Russo MICHAEL]. CROCENzr THOMAS J. WEBER , '- .} ,~ i , ' -). 'J_. < I , , 320 MARKET STREET STRAWBERRY SQUARE P.O. Box 1268. HARRISBURG, PEt'-:NSYJ..,VANIA 17108.1268 717.234.4I61 . 717.234.6808 (FAX) jas@gkslaw.com (E-mail) GOLDBERG, KATZMAN &> SHIPMAN, P.C. ATTORNEYS AT LAW June 14, 2001 VIA CERTIFIED and FffiST-CLASS MAll, Ms. Rebekah L. Showalter P.O. Box 349 Newport, PA 17074 Re: Yeoman v. North Coast Commercial Roofing Systems ofPA, Inc. Cumberland Couuty No. 01-2674 Civil Term Dear Ms. Showalter: I enclose a copy of an Order from the Court of Common Pleas of Cumberland County, Pennsylvania scheduling a hearing for this case on Thursday, July 5,2001, at 8:30 a.m. in Courtroom Number 5 of the Cumberland County Courthouse. Although it is not necessary, you are welcome to attend the hearing. If you have any questions, please contact me. \'~\ John . Statler U.S. Postal Service " ., -';' . .', CERTIFIED MAil RECEIP"{ . .... (Domestic Mail Only; No Insurance Coverage Provided) . o ~ F Postage $ Certified Fee Return Receipt Fee (Endorsement Required) Restricted Delivery Fee (Endorsement Required) Total Postage & Fees $ Sent To --j? '" 71'-6 . QI., :::'~2~~~~~k~]~~~i:_:::__:::::::~:::~:::::::::::::~~:::::::::::::: , , /-} 17!J 7<,L 597. YORK OfFICE.: 717.84.1.7912 , OF' COUNSEL F. LEE SHIPMAN JOSHUA O. LOCK ARTHUR L. GOLDBERG (1951-2000) HARRY B. GOLDBERG (1961-1998) RONALD M. KATZMAN PAL'L J. ESPOSITO NEIL HEl'."DERSHOT J. JAY COOPER THOMAS E. BRENNER JOHN A. STATLER APRIL L. STRANG-KUTAY GUY H. BROOKS ]EFFERSOI\' J. SHIPMAN JERRY J. Russo MICHAEl.]. CROCENZr THOMAS J. WEBER STEVEN E. GRUBB . ' ~I [ " -l -- ;)1. } , ' " , , 320 MARKET STREET STRAWBERRY SQUARE P.O. Box 1268 '" HARR[SBURG, PENNSYLVANIA 17108-1268 717.234.4161'" 717.234.6808 (FAX) jas@gkslaw.com (E-mail) GOLDBERG, KATZMAN &0 SHIPMAN, P.C. ATTORNEYS AT LAW June 14, 2001 VIA CERTIFIED and FIRST-CLASS MAIL Ms. Sarah Webster P.O. Box 656 . Prattsburgh, NY 14873 Re: Yeoman v. North Coast Commercial Roofing Systems ofPA, Inc. Cumberland County No. 01-2674 Civil Term Dear Ms. Webster: I enclose a copy of an Order from the Court of Common Pleas of Cumberland County, Pennsylvania scheduling a hearing for this case on Thursday, July 5,2001, at 8:30 a.m. in Courtroom Number 5 ofthe Cumberland County Courthouse. Although it is not necessary, you are welcome to attend the hearing. If you have any questions, please contact me. U.s. Postal Service " , , CERTIFIED MAIL RECEIPT '. . . '.. (Domes~;c Mail Only; No Insurance Coverage Provided) 'Cr F , F , 1 Postage $ Certified Fee Return Receipt Fee 1 (Endorsement Required) J J AestrlctedOeTIveryFee J {Endorsement Required) Total Postage & Fees $ J , , . J J J A L u s E ~- ---..,--;; 97. YORK OFfICF.: 717.843.79[2 , OF COUNSEL F. LEE SHIPMAN JOSHUA D. LOCK ARTHUR L. GOLDBERG (1951-2000) HARRY B. GOLDBERG (1961-1998) RONALD M. KATZMAN PAUL J. ESPOSITO NEIL HENDERSHOT J. JAY COOPER THOMAS E. BRENNER JOHN A. STATLER APRIL L. STRANG-KUTAY GUY H. BROOKS JEffERSON 1. SHIPMAN JERRY 1. Russo M[CHAEL I. CROCENZ( THOMAS J. WEBER STEVEN E. GRUBB F F c Postage $ Certified Fee Retum Receipt Fee (Endorsement Required) Restricted Delivery Fee (Endorsement Required) Total Postage & Fees $ .)."1 ...,...... .:;, , ... 1,'- I r 32.0 MARKeT STREET STRAWBERR,y SQUARE ~ " '';- ~ " ' P.O. Box 1268 . HARR!SBURG, PENNSYLVANIA 17108-1268 717.234.4161" 717.234.6808 (FAX) jas@gkslaw.com (E-mail) GOLDBERG, KATZMAN & SHIPMAN, P.C. ATTORNEYS AT LAW June 14, 2001 VIA CERTIFIED and FIRST-CLASS MAIL Ms. Jolene May Benjamin 134 Blaine Drive, Apt. 5 Blaine, TN 37709 Re: Yeoman v. North Coast Commercial Roofing Systems ofPA, Inc. Cumberland County No. 01-2674 Civil Term Dear Ms. Benjamin: I enclose a copy of an Order from the Court of COiIllllonPleas of Cumberland County, Pennsylvania scheduling a hearing for this case on Thursday, July 5, 2001, at 8:30 a.m. in Courtroom Number 5 of the Cumberland County Courthouse. Although it is not necessary, you are welcome to attend the hearing. If you have any questions, please contact me. ery truly yours, \ \ \ \ John Sent To ~~~.m_._,~mnn_'m____'___ ).197. YORK OFFreE, 717.843.79)2 el'ljs~ 4 -r1J -j--77---q.-~"'--h__mh____m.--n"_- OF COUNSEL F. LEE SH[PMAN JOSHUA D. LOCK ARTHUR L. GQLOBEttG (1951-2000) HARRY B. GOLDBERG (1961-1998) RONALD M. KATZMAN PAUL J. ESPOSITO NEIL HENDERSHOT J. JAY COOPE:R THOMAS E. BRENNER JOHN A. STATLER APRIL L. STRANG-KUTAY GUY H. BROOKS JEFFERSON J. SHIPMAN JERRY J. Russo MWHAEL J. CROCENZI THOMAS J. WEBER STEVEN E. GRUBB , '- .r ~ ,. .' f ,I -~,~ J ., , 3Z0 MARKET STREET STRAWBERRY SQUARE P.O. Box 1268 . HARRISBURG, PENNSYLVANIA 717.234.4161. 717.234.6$08 (~A>:) jas@gkslaw.com (E-mail) 17108-1268 GOLDBERG, KATZMAN & SHIPMAN, P.C. ATTORNEYS AT LAW June 14, 2001 VIA CERTIFIED and FIRST-CLASS MAIL Mr. James A. Yeoman 311 Wilhite Lane Strawberry Plains, TN 37871 Re: Yeoman v. North Coast Commercial Roofing Systems ofPA, Inc. Cumberland County No. 01-2674 Civil Term Dear Mr. Yeoman: I enclose a copy of an Order from the Court of Common Pleas of Cumberland County, Pennsylvania scheduling a hearing for this case on Thursday, July 5, 2001, at 8:30 a.m. in Courtroom Number 5 ofthe Cumberland County Courthouse. Although it is not necessary, you are welcome to attend the hearing. If you have any questions, please contact me. \~ John . Sta . .. u.s. Postal Service '.' CERTIFIED MAIL'RECEIPT' ::" .' ". (Domestic Mail Only; No Insuran.ce Coverage 'PrOVided) . , . 0 F F I J U S E ] ,~ l Postage $ l , Certified Fee ] Return Receipt Fee (Endorsement Required) Restricted Delivery Fee (Endorsement Required) Total Postage & Fees $ -;97. YORK OFFlef.: 7[7.843.7912 t) ~' , SENDER: COMPLETE THIS SECTION . T i ~ f r . COmplete items 1, 2, and 3. Also complete item'4 if Restricted Delivery is desired. . Print your name and address on the reverse so that we can return the card to you. . Attach this card to the back of the mail piece, or on the front if space permits. 1. Article Addressed to: ~ T~ j2 !fiJ~~ 37d.-O I!iLu,Jr L-/--/ [)~ JJ If 11f-'637 I x D. Is delivery add ifferent from item 1? if YES, enter delivery address below: 3. ~lce Type )3certified Mail o Registered o Insured Mall o Agent o Addressee Dyes 01'-10 _ o Express Mail o Return Receipt for Merchandise D C.O.O. 4. Restricted Delivery? (Extra Fee) 2. Article Number (Copy from service label) 7000 - 1S-3 0 - 0&00' - 0/36-' &.;l!rt PS Form 3811 , July 1999 Domestic Return R'eceipt ..... . Complete items 1, 2, and 3. Also complete "item 4 if Restricted Delivery is desired. . Print your name and address on the reverse so that we can return the card to you. . Attach this card to the back of the mail piece, lor on the front if space permits. 1. Article Addressed to: ~.JJ~cJ~!f~ %~!!~ 7;'tJ6- ~~-cf~ h.. .1 f, ~ 77J 3 77~1 / x D.lsdelivetyadd different from ltem 1? If YES, enter de Ivery address below: Dyes 102595-00--=-M-0952 w o Agent o Addressee' Dyes D No 3. ~7fVlce Type ~Certified Mail 0 Express Mail o Registered 0 Return Receipt for Merchandise o Insured Mail 0 C.O.D. 4. Restricted Delivery? (lExtra Fee) 0 Yes 2. Article Number (Copy from sertice label) ,: 70{)tJ. 16-?1iJ- 0005'005" fj,;# , PS Form 3811, July 1999 Domestic Return Receipt 102S9S.00.M-Q&52 , . "- 3. Service Type M Certified Mail 0 Express Mail d Registered 0 Return Receipt for Merchandise o Insured Mail 0 C.O.D. 4. Restricted Delivery? (Extra Fee) 2. Article Number (Copy from service label) 700{)- 11)3iJ- fYJoS- OI3S- C02M? PS Form 3811, July 1999 Domestic Return Receipt I> pT J '!'{ Of,.'" f r .; ~ompl~te ite~s 1, 2, and 3. Also complete Its.m 4 If Restncted Delivery is desire~:L . Print your name and address on the reverse so that we can return the card to you. . Att~ch this card to the back of the mailplece, or on the front if space permits. 4:~ ~.~' 1"3+;J~ 0~ h+'S /J~I nJ 3770; + . Complete items i. 2, and 3. Also complete item 4 jf Restricted Delivery is desired. . Print your name and address on the reverse so that we can return the card to you. . ~ttach this card to the back of the mailpiece, "" > on the front if space permits, 1. Article AddreSsed to: ',i , '~lLvL/L~~ /J. [/;/0- ItOt.- j)~ LeI! ;J r l'fff7 3 '"" " D. Is delivery address different from item 1? If YES, enter delivery address below: o Agent Addressee [j Yes o No t3 Yes " c 1 02595~QO'M'~~,~.2' tJ Agent Addressee . D. ~ If YES, enter delivery address below: 0 No nt "'1 IllS'S ClI/J~ 3. Service Type { ~rtjfied Mail 0 Express Mail j' o Registered 0 Return ReceIpt for -Merchandise ~ o Insured Mail 0 C.O.D. . 4. Restricted Delivery? '(Extra Fee) --0 Yes 2. Article Number (cOpy from serVice label) 70<?0-IS30- OOos 0135- g";z.d.l) PS Form 3811, J!Jly 1999 Domestic Return Receipt 102595-00-M.0952 , tl ,/ ~ ~ r I l I f r ,- SENDER: COMPLETE THIS SECTION . Complete items 1, 2, and 3. Also'complete item 4 if Restricted Delivery is desired. _, Print your name and address on the reverse_ so that we can return the card to you. ' . Attach this card to the back of the mail piece, o 'On the front if space permits. 1. . Article Addressed to: f1t.O. ~~;;r.~tz,,- ~oM ~ 3 1--7 JJA /71} 7<( A.. Received by (Please Print Clearly) B. Date of Delivery .:1;;;. 1--,' t Cd<O-O ( C. Signature J X 4~ GV{~ D. Is delivery address different from item 1? If YES, enter delivery address below: 31$. ()). C"l'A-lv~~ fu,,~~~Q ,~~ n()~ 3. Service lYPe \zl Certified Mail o Registered o Insured Mail o Express Mail o Return Receipt for Merchandise o C.O.D. 4. Restricted Delivery? (Extra Fee) DYes 2. Article Number (Copy from servfce IabeO 7 tJ{JtJ- /S"3ZJ - 000'::'- - 0/1")- PS Form 3811, July 1999 Domestic Return Aeceipt .'" f9.17 / 102595.00.M.0952 '~:, -~, '~ , , ,I,'. ,,, 'I' . . , , AFFIDAVIT Re: James A. Yeoman On this 3" day of July, 2001, before me, a Notary Public in and for the Commonwealth of Pennsylvania, personally appeared Cheryl L Baker, CLA (the "Affiant"), who acknowledged herself to be a Certified Legal Assistant employed by Goldberg, Katzman & Shipman, P.C, who, being duly sworn according to law, and intending to be legally bound, affirms, to the best of her knowledge, information, and belief, as follows regarding James A Yeoman. 1. Contacted James A Yeoman on July 3,2001 at 9:12 AM. at his place of employment. 2. Notified James A Yeoman of the hearing schedule for July 5, 2001 at Cumberland County Courthouse, Carlisle, Pennsylvania regarding the Petition for Court Approval and Allocation of Wrongful Death and Survival Action Settlements. 3. Informed James A Yeoman of his father's death, that he would be receiving between $7,000 and $8,000 from the settlement, and that he would receive a copy of the Petition in the maiL GOLDBERG, KATZMAN & SHIPMAN, P.C: Dated: July 3",2001 CJrUu 5c 'c1) ~ k ( Cheryl L. Baker, CLA Certified Legal Assistant By: .... 65287.1 Notarial Seal . Victoria Y. Chambers, Notary PtyUbliC Harrisburg, Dauphin Coun 3 My Commission Explres Apr. 7. 200 . . , '"" 1 ;1 "-r- ,..,Ii" . OF COUNSEL F. LEE SHIPMAN JOSHUA D. LOCK ARTHUR L. GOLDBERG (1951-2000) HARRY B. GOLDBERG (1961-1998) RONALD M. KATZMAN j /..1 l' ; / I" 320 'MARKET STREET. STRAWBERRY SQUARE P.O. Box 1268 " HARRISBURG, PENNSYLVANIA 17108~1268 717234.4161.717.234.6808 (FAX) " ! " . GOLDBERG, KATZMAN & SHIPMAN, P.C. ATTORNEYS AT LAW July 5,2001 Via Certified and First-Class Mail James A Yeoman 96B Route 1 Highway 145 Eastanellee, GA 30538 Certified Mail, Return Receipt Requested No. 70993400 0002 2090 3839 Re: Estate of Timothy A. Yeoman, deceased Dear Mr. Yeoman: PAUL]. ESPOSITO NEIL HENDERSHOT Our paralegal, Cheryl Baker, contacted you at your place of employment on J. JAY COOPER July 3, 2001, regarding your father. Your father died on June 16, 2000 as the result THOMAS E. BRENNER of a construction accident. JOHN A. STATLER APRIL L. STRANG-KUTAY GUY H. BROOKS JEFFERSON]. SHIPMAN JERRY j. Russo MICHAEL J. CROCENZI THOMAS J. WEBER STEVEN E. GRUBB ARNOLD B. KOGAN ROYCE L. MORRIS EVAN J. KLINE, III }8HN DELoRENZO JOHN R. NINOSKY DAVID M. STECKEL -1>f- --j <0., ,''1' Your father's Estate was opened by Kathy Yeoman, his wife, with the Register of Wills of Cumberland County, Pennsylvania. A settlement offer has been made by the insurance company; court approval is being sought. Therefore, we need to serve you with the enclosed papers. Once the Court has approved the enclosed Petition, we will f1le a Pennsylvania Inheritance Tax Return and, then upon approval by the Pennsylvania Department of Revenue, we will distribute the proceeds to the beneficiaries which will be between $6,000.00 to $8,000.00. If you move before you receive your inheritance, please call Cheryl at the above telephone number. Otherwise, in order to receive your money you will have to Petition the Court in Cumberland County, Pennsylvania. We ask for your full cooperation in this matter. CARLISLE OFFICE: 717.245.0597. YORK OFFICE: 717.843.7912 , " I' T " I ._'d' 00""" 1'1 i ,. ') J 1 , . James A. Yeoman July 5,2001 Page 2 If you have any questions, please feel free to contact me or Cheryl at the above telephone number. Michael J. Crocenzi MJC/clb Enclosures 65343.1 .'" 'l!IIIt .,_ "1' 1'" " T~~ ,-- "," "- OF COUNSEL F. LEE SHIPMAN JOSHUA D. LOCK ARTHUR L. GOLDBERG (1951-2000) HARRY B. GOLDBERG (196H998) . .1,.1,- ," ,.', f ., ; I ) . 320 MARKET STREET' STRAWBERRY SQUARE P.O. Box 1268 . HARR(SBURG, PENNSYLVANIA 17108-1268 717.234.4161 . 717.234.6808 (FAX) GOLDBERG, KATZMAN & SHIPMAN, P.C. ATTORNEYS AT LAW July 5, 2001 Via Certified and First-Class Mail Michael Yeoman clo Shiela Carter P.O. Box 22 Arley, AL 35541 Certified Mail, Return Receipt Requested No. 7099 3400 0002 2090 3860 Re: Estate of Timothy A. Yeoman, deceased Dear Mr. Yeoman: RONALD M. KATZMAN PAUL]. ESPOSITO NEIL HENDERSHOT Our paralegal, Cheryl Baker, contacted you at your residence today regarding j. JAY COOPER "your father. Your father died on June 16, 2000 as the result of a construction THOMAS E. BRENNER accident. JOHN A. STATLER APRIL L. STRANG-KUTAY GUY H. BROOKS JEFFERSON J. SHIPMAN JERRY]. Russo MICHAEL J. CROCENZI THOMAS]. WEBER STEVEN E. GRUBB ARNOLD B. KOGAN ROYCE L. MORRIS ~VAN J. KLINE, III '~HN DELORENZO JOHN R. NINQSKY DAVID M. STECKEL Your father's Estate was opened by Kathy Yeoman, his wife, with the Register of Wills of Cumberland County, Pennsylvania. A settlement offer has been made by the insurance company; court approval is being sought. Therefore, we need to serve you with the enclosed papers. Once the Court has approved the enclosed Petition, we will file a Pennsylvania Inheritance Tax Return and, then upon approval by the Pennsylvania Department of Revenue, we will distribute the proceeds to the beneficiaries which will be between $6,000.00 to $8,000.00. If you move before you receive your inheritance, please call Cheryl at the above telephone number. Otherwise, in order to receive your money you will have to Petition the Court in Cumberland County, Pennsylvania. We ask for your full cooperation in this matter. CARLISLE OFFICE: 717.245.0597 . YORK OFFICE: 717.843.7912 "' r" , , "~ ."" _ Il'll" . ' .., J .. . ~ i ... " I . I. J I , . GKS Michael Yeoman July 5, 2001 Page 2 If you have any questions, please feel free to contact me or Cheryl at the above telephone number. MJC/c1b Enclosures 65343.2 .' .... "'- "' I, '" t" ',' '. ,f- "',~ , ~ H <, . , I ,'.~.. .. t-" ),., . -",I' ) . AFFIDAVIT Re: Michael Yeoman On this 6th day of July, 2001, before me, a Notary Public in and for the Commonwealth of Pennsylvania, personally appeared Cheryl L. Baker, CIA (the "Affiant"), who acknowledged herself to be a Certified Legal Assistant employed by Goldberg, Katzman & Shipman, P.C, who, being duly sworn according to law, and intending to be legally bound, affirms, to the best of her knowledge, information, and belief, as follows regarding James, A Yeoman. 1. Contacted Michael Yeoman on July 5, 2001 at approximately 12:00 at his residence. 2. Notified MichaelYeoman of the hearing that was held on July 5,2001 at Cumberland County Courthouse, Carlisle, Pennsylvania regarding the Petition for Court Approval and Allocation of Wrongful Death and Survival Action Settlements. 3. He received the initial petition. 4. Informed Michael Yeoman that he would receive a copy of any further Court Orders in the mail GOLDBERG, KATZMAN & SHIPMAN, P.C: Dated: July 6'\ 2001 By (\1L}~Q ~ P9Q M~ "j Cheryl L Baker, CLA Certified Legal Assistant '" Not Public [ AL] 65287.2 Notarial Seal Victoria Y. Chambers, Notary Public Harrisburg, Dauphin County My Commission Expires Apr. 7, 2003 . ~ ' -~ . , 'r ~ r , i" .. . ~ .'.." ,1'" '. '01;,1 .. . -".' I) " CERTIFICATE OF SERVICE I HEREBY CERTIFY that I served a true and correct copy of the foregoing document by depositing a copy of same in the United States Mail at Harrisburg, Pennsylvania, with first- lO~ class postage prepaid on the day of , \ \A \ '" \ , 2001, addressed as follows: Honorable Edward E. Guido Court of Common Pleas of Cumberland County Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3387 Respectfully submitted, GOLDBERG, KATZMAN & SHIPMAN, P.C. ,/' By: John A. S atler, s Ulre Attorney 1. D. No. 43812 "''" 320 Market Street P. O. Box 1268 Harrisburg, PA 17108-1268 Telephone: (717) 234-4161 Attorneys for Plaintiff :7",'_ - '~,' ,;~ "' ''0'__, .'"1",F" , , . ,"'1,' -" ,~ -'itX!,,:',l:':!"'f >\";'~"~L,. . . KATHYM. YEOMAN Individually and as Administratrix of the ESTATE OF TIMOTHY A. YEOMAN : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA : NO. 2001-2674 CNIL TERM V. NORTH COAST COMMERCIAL ROOFING SYSTEMS OF PA, INC. CNIL ACTION - LAW ORDER OF COURT AND NOW, this 8TH day of JUNE, 2001, a hearing on Plaintiffs' Petition for Court Approval and Allocation of Wrongful Death and Survival Action Settlements is scheduled for THURSDAY. JULY 5. 2001. at 8:30 A.M. in Courtroom # 5 of the Cumberland County Courthouse, Carlisle, Pa. 17013. Plaintiffs are directed to give notice of said hearing by First Class and Certified Mail to all parties having an interest in this matter. CC: Jolene May Benjamin Patrick T. Cusick, Esquire Rebekah L. Showalter John A. Statler, Esquire Sarah Webster Damion Lee Yeoman James A. Yeoman Michael Yeoman Timothy A. Yeoman, Jr. Edward E. Guido, J. .;> \;'b '::,.". ,"l ~;'"""' ~"'I ro ~ " - "', '~ ,. . V/N\>',~1^SNN3d AlNn08 Gt\ilil,Ljj8V'lnJ 0'1:( ;Id 8- Nnr 10 1L1\iJ(';"" ,.. .,Ci ,,_'-.': "j\",'r-;j! i";',; .., "~or"~ ~ i;'-:" '~.:::., '-, .jv'!:: lr UJ id " :ji :11 11 !", , ~ . 'T'~' .~, .~~~ ::10 I" .~ . ." ^~ - " ~ ~' ~ --~.'~_ ~H . ~,~ ri"=.~_'~'''''''~-<',L'<''OC~ "'''eokviff&}!r'$lKIi:\g.~ 1~j~~~~~~l!I"WiAA~iW,;J"""\i'fJ"'1'i'F:""''f''''11f1\i,I,*'Y,"P;u!,!iWj;~~~~~~~~~ r ~ KATHY M. YEOMAN, Individually and as Administratrix of the ESTATE OF TIMOTHY A. YEOMAN, IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA Plaintiff v. CIVIL ACTION - LAW NORTH COAST COMMERCIAL ROOFING SYSTEMS OF PA., INC., Defendant NO. 01-2674 CIVIL TERM ORDER OF COURT AND NOW, this 5th day of July, 2001, based upon agreement articulated upon the record, the Petition to Intervene is deemed to have been withdrawn. By the Court, John A. Statler, Esquire Michael J. Crocenzi, Esquire For the Plaintiff ~ 6'! ",0\ V<\ Edward E. Guido, J. Anne E. Zerbe, Esquire For the Defendant srs F, "". ','''C'', ;,,'91"""!1 ~"2 --"., ,~~ " ,'" ,~,,~.. ;;tJ -'.- . 'M "'c_. - .~~~. ""- "<~_"~ _~,. ~ "~~.~"~ _.,"~ """"nrnr V!N\..~'\lAS:\J;\13d i,lf\Jrr[; r:,I'. r~'..J-;'~i:.'\llrYl - ..' ",,". ,\J . 11 L ." :L![ I ;t;.1 ,,\ .~ " '~'"1 I.., Hi! 1:1 , . ,~,'~ <c ,,"",,~~.~ """""""'~' .,.~~~'ll:Wim~~~'"'I"H(;M;;'~5~mPWlI!ll~~~!l!llE\'~*,!,1ij~~J'''''~I'!iil!"~'1l!~1 DR. A. CRAIG HOUSTON PROFESSOR EMERiTUS OF ECONOMiCS ECONOMIC CONSULTANT TELEPHONE AREA HOME OFFICE FAX CODE: 717 243-8941 245-1854 P. O. BOX 702 CARLISLE, PA. 17013 January 15, 2001 Mr. John A. Statler GOLDBERG, KATZMAN & SHIPMAN, P. C. P. O. Box 1268 Harrisburq, PA 17108-1268 \)l4.iR~.l:s. EXHIBIT . t RE: Timothy A. Yeoman '1-~-ol ~17', Dear Mr. Stat~er: This pre~iminary report is based upon the factua~ information which you have provided to me as we~~ as that which is incorporated in the fo~~owinq sources: 1. Income tax returns for Timothy Yeoman for 1998 and 1999; 2. The York County Coroner's Report pertaininq to the death of Timothy Yeoman, dated June 19, 2000. Two a~ternative eva~uations of the net economic ~oss of Timothy A. Yeoman are presented in this report based upon two projections of Mr. Yeoman' s work~ife expectancy. The net economic ~oss is ca~cu~ated by addinq the estimated va~ue of ~ost frinqe benefits and the va~ue of ~ost househo~d services to the estimated ~ost earninq capacity in each projection and by subtractinq the estimated cost of his persona~ maintenance. Life Expectancies Timothy A. Yeoman was born on March 26, 1953 and as of the date of his death on June 16, 2000 he was 47.23 years of aqe. Bis ~ife expectancy as an averaqe white ma~e wou~d have been 29.72 years, and he wou~d have been expected to ~ive unti~ he is 76.95 years of aqe.(l)* Of course, the averaqe white ma~e is subject to the risinq risk of death with the passaqe of time. Kathryn M. Yeoman, his wife, was born on October ~h, 1960 and as of the date of his death she was 39.66 years of aqe. She and Mr. Yeoman were married on Auqust 31, 1996. At the time of her husband's death her ~ife expectancy as an averaqe white fema~e was 41.34 years, and she can be expected to ~ive unti~ she is 81.00 years of aqe. (1) Mrs. Yeoman wou~d have been expected to outl.ive her husband by 11.62 years. Mr. YeOJllan has a son, Michae~, from a previous rel.ationship who is approximate~y 17 years of aqe. He a~so has a dauqhter, Laura, who was born on December 10, 2000, about six months after * The bibl.ioqraphic references are on paqe 8. f",,,.. ",,,~p - "'-'l'1 ," '. ".' ~:I"'" -I' ,- Timothy A. Yeoman January 15, 2001 Page 2 his death. Both of his children would normally be expected to outlive their father. Worklife Expectancies As a white male with approximately eleven years of schooling Mr. Yeoman's actuarial worklife expectancy is estimated to be 13.03 years. This worklife estimate is based upon actuarial studies of the worklife expectancy of men, classified by age, race education, and whether or not the person is actively participating in the labor force. (2) This worklife estimate includes an upward adjustment since the 1996-98 data used in the worklife expectancy tables do not reflect the fact that persons in Mr. Yeoman's age group are not eligible for their full Social Security retirement benefit until 66.0 years of age. A second worklife expectancy estimate of 15.39 years is also projected in this report, based upon the median years to final retirement of males with less than a high school degree. (3) This worklife estimate also includes an upward adjustment since the 1992-93 data regarding the median years to retirement do not reflect the fact that persons in Mr. Yeoman's age group will not be eligible for their full Social Security retirement benefit until 66.0 years of age. I The first worklife expectancy estimate is shorter than the second estimate since it reflects disruptions in labor force participation due to job loss associated with economic factors beyond the worker's control as well as to non-economic factors of pre-mature death and involuntary periods of serious illness, disability, or family emergencies. Given these normal risk factors, labor force participation is not necessarily an unbroken sequence over the full worklife expectancy. The second estimate excludes these risk factors. The two actuarial worklife expectancies used in this report, namely, 13.03 years and 15.39 years, may include periods of unemployment and they do not differentiate between part-time emplo~nt and full-time employment. No adjustment is made in the worklife expectancies for these underemployment risk factors, and it is presumed that Mr. Yeoman's actual earnings experience in the 1998-99 period reflect his ability to cope with these risk factors by working for more than one employer. The Recent Earnings Of Timothy A. Yeoman Mr. Yeoman's earnings in the last two full years prior to his death in 2000 are presented in Table 1. These earnings are with two employers: Ewing Roofing Company for whom he worked in the 1996-99 period; Allied Roofing and Sheetmetal, Inc., for whom he was working at the time of his death in 2000. Mr. Yeoman incurred unreimbursed business expenses in his work, .hich are subtracted from his gross earnings in the calculation of his net Timothy A. Yeoman January 15, 2001 Page 3 earnings. The net earnings in these two years provide the basis for the estimate of Mr. Yeoman's lost. earnings in 2000 and of his lost earning capacity in the future. Table 1 The Recent Earnings Of Timothy A. Yeoman gross business net earnings expenses earnings 1998 $31,691 $390 $31,301 1999 31,018 905 30,113 average $31,354 $647 $30,707 Mr. Yeoman's average annual net earnings of $30,707 in 1998-99 are raised to a level of $31,843 in mid-2000 by applying the earnings experience of the average American nonsupervisory worker in the private, nonfarm economy between 1999 and 2000. (4) By January, 2001 Mr. Yeoman's average annual net earning capacity is estimated to be $32,512, adjusted for the earnings experience of the average American nonsupervisory worker. (4) The Potential Annual Earning Capacity Of Timothy A. Yeoman Mr. Yeoman's estimated annual earning capacity in 2001 is presumed to be his annual earning capacity in 2001 and in all future years. A zero percent per year productivity growth rate is projected in this case. Average hourly real earnings of the average American worker in the 1979-99 period dropped at an average annual rate of -.19% per year, but they rose in the 1989-99 period at an average annual rate of +.28%.(4) Therefore, although real earnings rates have stabilized recently, a significant upward trend for the average worker in non-career based productivity increases is not likely in the foreseeable future. In addition, there is no evidence at hand that Mr. Yeoman was in a position to qualify for career based productivity increases as a result of promotion to progressively more responsible positions in his occupation. However, since the earning capacity and other values estimated in this report are neither inflated nor discounted to present value in accord with Kaczkowski. v. Bolubasz, it is implied in all of the estimates that the future annual earning capacity and other future values will on average rise over time in current dollars at the same rate as the rate of inflation. ';:"""~~~-""'",.,.., -" "~" " . I )' ..,.".".. "'"- c~ =, T;i.mothy A. Yeoman JiUluary 15, 2001 Paqe 4 The Total Lost Earninq Capacity Of Timothy A. Yeoman The past lost earninqs of Mr. Yeoman and his future 10,:,t earninq capacity in each worklife projection are presented 1n Table 2. The "past" is that period of time between the date of his death and January 15, 2001; the "future" is the remainder of his estimated work1ife expectancy. The total lost earninq capacity values are included in Table 3, below. Table 2 The Lost Earninq Capacity Of Timothy A. Yeoman work1ife projection of 13.03 yrs. 15.39 yrs. past lost earninqs $ 18,495 $ 18,495 future lost earninq capacity + 404,774 + 481,503 total loss $423,269 $499,998 FJ:inqe Benefits Frinqe benefits equal to 9.0% of earninq capacity are added to the lost earninqs potential in this report as a part of the economic loss. These frinqe benefits include an estimate of the FICA payroll taxes paid by the employer which fund the non- r.tirement provisions of the Social Security proqram; most of the FICA taxes fund the retirement benefits which are offset by the cost of personal maintenance durinq the retirement years and are excluded from this report. The frinqe benefits also include estimates of the employer cost of worker's compensation and of unemployment compensation, both 1eqa11y required employer costs as are the FrCA taxes. (5) rn addition, when Mr. Yeoman was employed by Allied Roofinq and Sh_tmetal, rnc., which was approximately 75% of the time in 1998-99, he did receive a health insurance benefit; the value of this benefit is included in the 9.0% overall value of his lost frinqe benefits. The 9.0% frinqe benefit percentaqe is applied in Table 3. Lost Household Services The household services which Mr. Yeoman would have provided for his wife and dauqhter have been lost as a result of his death and are included in this report. Mr. Yeoman's son, Michael, was not 1ivinq in his household. The household services which he would have provided from himself are part of his own personal maintenance and are excluded from this report. ',:" ~;o F. 9,- _,'"c" ." ~ '(0 h ~_ Timothy A. Yeoman January 15, 2001 Page 5 It is estimated that Mr. Yeoman would have contributed approximatel.y 12 hours per week of househol.d services for his wife and daughter. (6) Bousehol.d services incl.ude estimates of the hours spent: l.) in househol.d production (cl.eaning, food preparation and cl.eanup, yard work, home and auto maintenance, obtaining goods and services); 2) in providing care (chil.d care, chil.d guidance, pl.aying with and transporting chil.dren, care for others in famil.y) . (6) Mr. Yeoman was very hel.pful. around the househol.d, performing the dail.y househol.d indoor and outdoor chores but al.so undertaking house remodel.ing projections and some vehicl.e repairs. The measure of househol.d service time used in this report incl.udes recognition of the famil.y care function as wel.l. as of the househol.d production of tangibl.e services. The magnitude of Mr. Yeoman's househol.d service time is based upon the premises that Laura woul.d have r.......ined in the househol.d until. the end of the cal.endar year of her 21 at birthday, that Mr. Ye~n woul.d have performed these services for 51 weeks per year until. Laura woul.d have been 6 years of age and 50 weeks per year thereafter (al.l.owing an estimated one to two weeks per year when he woul.d have been unavail.abl.e to provide services due to vacations, hol.idays, empl.oyment it........nds, and/or temporary physical. incapacity), that his capacity to perform househol.d service functions begins to decl.ine at the rate of 10% per year in the cal.endar year of his 70th birthday, and that his services for Mrs. Yeoman woul.d have ceased at the end of the cal.endar year when it is estimated that his heal.thy l.ife expectancy woul.d end, i.e., at 74.77 years of age. (13) Since househol.d service time increases fol.l.owing retirement, a separate househol.d service cal.cuJ.ation is made for each workl.ife expectancy. Mr. Yeoman's capacity to perform househol.d services is adjusted downward for the rising risk of death. (1) This risk is an important variabl.e in the actuarial. workl.ife estimates, and it is simil.arl.y appl.ied to this economic function. The average hourl.y rate which is used in this report in cal.cul.ating the val.ue of his services is $9.32 in 2000 and adjusted upward to $9.50 in January, 2001 by appl.ying the hourl.y wage experience of the average nonsupervisory worker in the private, nonfarm economy. (4) The househol.d wage is cal.cul.ated as an average of the hourl.y rate of pay for a ful.l. range of househol.d service tasks as reported by the Carl.isl.e Office of Empl.oyment Security in October, 1998 and by the Pennsyl.vania Department of Labor and Industry for the Barrisburg- Lebanon-Carl.isl.e MSA in 1998.(7, 8) The average wages from each source are weighted by the time spent on each househol.d function. (6, 9) ':':~nr, ."'e' 'J ,~ ',' I' , , Timothy A. Yeoman January 15, 2001 Page 6 The estimated tota~ va~ues of Mr. Yeoman's ~ost househo~d services which are set forth in Tab~e 3 are $153,630 for the shorter work~ife expectancy and $150,736 for the ~onger work~ife expectancy. Both estimates inc~ude ''Past'' ~ost services of $2,894. The tota~ va~ues of Mr. Yeoman's ~ost househo~d services are inc~uded in Tab~e 3. Persona~ Maintenance The cost of persona~ maintenance must be deducted from the estimated gross _rning capacity in ca~cul.ating the net economic ~oss in a death case. I:t is presumed that the cost of persona~ maintenance during the adu~t non-working years is offset by Socia~ Security benefits and by other sources. I:n general., the cost of maintenance during the adu~t working y_rs is that modest expenditure which is required to maintain both physical. and mental. heal. th consistent with one's station in ~ife. The u. S. Department of Labor has defined ~ower, intermediate, and higher standards. (10) The ~ower standard of ~iving inc~udes onl.y the essentia~s but with ~itt~e room for choice; the inte:cnediate standard is a modest but adequate representation of the J\merican standard of ~iving; the higher standard of l.iving is the one which Americans seek if they have sufficient income. The three standards have been redefined as the ~ower ~iving standard, the prevail.ing fami~y standard, and the socia~ abundance standard. (11) The standard which is app~ied in this case is a weighted average of the l.ower standard (20%) and of the intermediate or prevail.inq standard (80%), given the earninq capacity of both Mr. and Mrs. Yeoman and given the average expenditures of a 3-person famil.y at this income l.eve~. At the time of her husband's death Mrs. Yeoman was working as a cashier at a Texaco gaso~ine station and convenience store. She had pl.anned to work until. shortl.y hefore the birth of her chil.d and then to have not worked outside the home until. Laura woul.d he ready for ful.l.-time school.ing. In this report it is presumed that Mrs. Yeoman woul.d have worked until. November 15, 2000 and then to have ceased working outside the home for 6.67 years. After returning to work, it is anticipated that Mrs. Yeoman woul.d have worked on a ful.~-time basis as a cashier whil.e her husband was stil.l. workinq. (2) Based upon reported waqes for cashiers in the Barrisburg-Lebanon-Carl.isl.e MSA in 1998 and adjusting these waqes upward to refl.ect the experience of the average nonsupervisory worker in the private, nonfarm economy, it is est~ted that her annual. wage wou1d have been $13,956 in 2000 and $14,249 in January, 2001. (4, 8) It is cal.cul.ated that Mrs. Yeoman wou1d on average have contributed from approximate~y $7,000 per year to $8,000 per year to the famil.y income over Mr. Yeoman's workl.ife expectancy. Thus, an average of $7,516 per year is added to Mr. Yeoman's average annual. earninq capacity of $32,486, resul.ting in an average annual. famil.y earning capacity P',~~. " '~{' ~ ,""", ,"" '1''1 . , t ~~. Timothy A. Yeoman January 15, 2001 paqe 7 of $40,002 per year. This level of earninqs would have placed the Yeoman's at approximately the 50 percentile level of all three-person families in the United States. (12) :tn s....m..ary, it is estimated that Mr. Yeoman's cost of personal maintenance would have been 37% of his net earninq capacity. (11, 12) This percentaqe is applied in Table 3 to Mr. Yeoman's lost earninq capacity. :tt is estimated that an additional 50% of Mr. Yeoman's earninq capacity durinq his workl.ife expectancy would have been allocated to the personal maintenance of Mrs. Yeoman and Laura. This 50%, toqether with Mrs. Yeoman's projected earninq capacity as defined above, will enable the survivinq 2-person famil.y to maintenance itself at the same standard as the deceased. The Net Economic Loss Of Timothy A. Yeoman The ca1cul.ation of the net economic l.oss of Timothy A. Yeoman is summarized in Table 3. Table 3 The Net Economic Loss Of Timothy A. Yeoman work1ife projection of 13.03 yrs. 15.39 yrs. total lost earninq capacity $423,269 $499,998 l.ost frinqe benefits at 9.0% + 38,094 + 45,000 l.ost household services + 153,630 + 150,736 cost of personal maintenance at 37% - 156,610 $458,383 - 184,999 net economic loss $510,735 :tt is concluded with a reasonable deqree of economic certainty that the net economic loss in this case is within the ranqe of approximately $458,000 and $511,000. If you have any questions reqardinq my method of cal.cu1ation or reqardinq my conclusions, please cal.l. me immediately. ~ A. Craiq Houston, Ph.D. '" ,~ ~ . "-, F" ."7'1 " , 'I" "0 , r..., . "~- i;,'i),,~ ,~. _:("",",c_,. , Timothy A. Yeoman January 15, 2001 Page 8 SOURCES USED DrRECTLY rN THrS CASE The number of the source is placed in parentheses at the point in the report where specific statistics from the reference document provide substantial support. 1. Vital Statistics of the United States, 1995: Life Tables, Volume rr, Mortality, Part A, Section 6, U. S. Depar1:ment of Health and Human Services. 2. Life And Work1ife Expectancies, by Hugh Richards and Jon R. Abele, Lawyers & Judges Publishing Company, rnc., 1999. 3. "Median Years To Retirement And Work1ife Expectancy For The Civilian U. S. Population," by '1'amorah Hunt, et a1, Journal of Forensic Economics, Volume X, No.2, 1997. 4. Economic Ileport of the President, February, 2000; "Ileal Earnings in November 2000," News, U. S. Department of Labor, December, 2000. ---- 5. Employee Benefits, 1997 Edition: Survey Data from Benefit Year 1996, U. S. Chamber of COIIIII\erce, Washington, D. C.; Employer Costs for Employee Compensation, 1986-99, Bulletin 2526, U. S. Depar1:ment of Labor, March, 2000. 6. The Dollar Value of a Day: Time Diary Analysis, Expectancy Data, Economic Demo~raphers, 1998. 7 . From data supplied by the Carlisle Job Center, PA Depar1:ment of Labor and rndustry, October, 1998. 8. PenDl;sy1vania Occupational Wages, 1998: Statewide and Metropolitan Stati$tica1 Are_s, Pennsylvania Depar1:ment of Labor and rndustry. 9. Time Use: A Measure of Household Production of Family Goods and SeJ;Vices, by Kathryn E. Walker and Margaret E. Woods, American HOllie Economics Association, Washington, D. C., 1976. 10. "Autumn 1981 Urban Family Budgets and Comparative rndexes for Selected Urban Areas," ~, U. S. Depar1:ment of Labor, April, 1982. 11. "Special Panel Suggests Changes in BLS FamiJ.y Budget Program," Monthly Labor Ileview, U. S. Depar1:ment of Labor, December, 1980. 12. Consumer Expenditure Survey, 1996-97, Report 935, U. S. Department of Labor, September, 1999. 13. Healthy Life Expectancy: Mortality and Morbidity Analysis, Expectancy Data, Economic Demographers, 2000. , '""'.'fl'" ~'-f" .,"- ". :''!\'"'' - - .... . .. t I KATHY M. YEOMAN, Individually and as Administratrix of the ESTATE OF TIMOTHY 2 A. YEOMAN, COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA 3 4 Plaintiff, v. CIVIL ACTION -LAW 5 NORTH COAST COMMERCIAL ROOFING SYSTEMS OF PA, INC., 6 7 8 PLAINTIFF'S ANSWER TO AMERICAN ZURICH INSURANCE COMPANY'S PETITION FOR LEAVE TO INTERVENE Defendants, NO. 01-2674 CIVIL TERM 9 10 11 12 13 14 15 16 17 18 19 Kathy M. Yeoman, individually and as Administratrix ofthe Estate of Timothy A. Yeoman, by her attorneys, respectfully answers American Zurich Insurance Company's Petition for Leave to Intervene as follows: I. Admitted. 2. Admitted. 3. Admitted. 4. Admitted. 5. Admitted. 6. Admitted. 7. Admitted. 8. Denied in part and admitted in part. Plaintiff's expert, A. Craig Houston, Ph.D., 20 21 22 23 24 calculated the lost earning capacity and lost fringe benefits for a work life of 13.0 years to be $461,363.00. Lost earning capacity and fringe benefits for a work life projection of 15.39 years is $544,998.00. 9. Denied. In its Petition for Court Approval and Allocation of Wrongful Death and Survival Action Settlements, the Plaintiff attached a proposed Third -Party Settlement agreement to be executed between the Plaintiff and American Zurich Insurance Company. According to the 26 the Plaintiff's calculations, American Zurich Insurance Company is entitled to $203,329.50 in 27 25 28 subrogation. 0'''' "- !:"'~""i,c"-"""r'l","","'",'r" .''',r~ - ., . .~".,~."1C~'+"'"-"'- !'(-=" .'-- r' _ ,,_ ~_, C',. _ 'n_ , - - 1 10. Denied. Plaintiff has agreed to pay Petitioner's past lien pursuant to 9319 of the 2 Workers' Compensation Act Plaintiff has also agreed that Petitioner is entitled to a credit on 3 future payments pursuant to the proposed Third-Party Settlement Agreement and 9319 ofthe 4 Workers' Compensation Act as set forth in Plaintiff's Petition for Court Approval and Allocation 5 of Wrongful Death and Survival Action Settlements. 6 11. Admitted. 7 12. Denied. Plaintiff has agreed to pay Petitioner's past lien pursuant to 9319 of the 8 Workers' Compensation Act Plaintiff has also agreed that Petitioner is entitled to a credit on 9 future payments pursuant to the proposed Third-Party Settlement Agreement and 9319 of the lOW orkers' Compensation Act as set forth in Plaintiff's Petition for Court Approval and Allocation 11 of Wrongful Death and Survival Action Settlements. 12 13. Denied. Petitioner's statement that it will pay Workers' Compensation Benefits in 13 excess of $700,000.00 to Plaintiff is purely hypothetical. 14 14. Denied. Plaintiff is without sufficient information to form an answer as to the truth 15 of the matter averred in paragraph 14 of the Petition and proof thereof is demanded. 16 15. Denied. This Honorable Court has already scheduled a hearing for approval of 17 Plaintiff's Petition for Court Approval and Allocation of Wrongful Death and Survival Action 18 Settlements for Thursday, July 5, 2001, at 8:30 AM. at the Cumberland County Court House. 19 16. Admitted. 20 17. Denied. 21 22 23 24 25 26 27 - 2 - 28 ~~,~,> -<'.' -- ,.,~ ",-~",LS!W rq,,-,".W.".,!0{ "'"y:,~,;"'~;~, ,;~~<,7;;,','i'C"'~"~I'??~', "'v-,__-'::!'~:,',,":--'f","_',",.~,-',- ., -,. ,'" ",.,<.'" '.". ," 't','~. __" ..N__' " ,. ,C,,",._,," .,. _ ." ,", 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 t,~~" ~ BY: ~[ , ~" <~:,',," ",:"",,~,,;;;],'fj ;,~""-:'!'~' 'e,f,:,,>,',' ;'"' '~'--'3''':,-s'' '~~'l-:::",-"''- '" ';"" ," "" __"'''',"","':-",'eJ,~ -,'" ---",', ~-'; ",,1'., ,~~ ;-: .. ;, .", ,-,~,', '" _', , T,'",", ." , Michael 1. Crocenzi, Esquire Goldberg, Katzman & Shipman, P.CO 320 Market Street Strawberry Square P.O. Box 1268 Harrisburg, PA 17108-1268 Attorney ID. #66255 -3- < ,= - "',~ ,,"~- E? }~p . ,~ .. ".'~> >~" '__'~" ~,~ ~- ,. .=~~ -~ y, ,'"' I' ~~i'/lIii:1~, ,- "- ~. o ~ ~1;3 (f) .:< ~ ~t:i .-. ~" ~2 S! '~~I ~T ,"" c::. c_ :"..) co ," ".! :7'."~."",~~~~~rr t~i ,. , , I .. POST & SCHELL, P.C. BY: PATRICK T. CUSICK, ESQUIRE LD. # 39168 BY: ANNE E. ZERBE, ESQUIRE LD. # 79151 1857 WILLIAM PENN WAY P.O. BOX 10248 LANCASTER, PA 17605-0248 (717) 291-4532 ATTORNEYS FOR INTERVENER AMERICAN ZURICH INSURANCE COMPANY KATHY M. YEOMAN, Individually and as Administratrix of the ESTATE OF TIMOTHY A. YEOMAN, COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA Plaintiff, CNIL ACTION - LAW v. NO. 01-2674 CNIL TERM NORTH COAST COMMERCIAL ROOFING SYSTEMS OF PA, INC., Defendants. . 11~ AND NOW, this 1l day of ORDRR ~ ,2001, a Rule is hereby entered upon Plaintiff to show cause why the relief sought in Petitioner's Petition for Leave to Intervene should not be granted. Notice of this Order shall be provided to the following: John Statler, Esquire, Anne E. Zerbe, Esquire, Mr. Timothy A. Yeoman, Jr., Mr.. Michael Yeoman, Ms. Rebekah 1.. Show1ater, Ms. Jo1ene May Benjamin, Mr. Damion Lee Yeoman, Ms. Sarah Webster, Mr. James A. Yeoman. Rule returnable the ,f-. day of :J ~ ~t-S-. . , 2001".;t~:~OA."'. "- J. ,)~ ",;-,'~~<f. - '- ,~ ~'" -''''';'':'~,I:-'..", ',"" , ," ,,,:,,~'''1''r-'-'"'}'''''C 1~,~',\'-;;"''' :;'- '~":n . " ''."._o,.~,/'_' ,"'"", C""", -,"-"""'i . ." ,', "'~' ' '",-,',<,""-"n1',-o>-';,,"~, ,', ',~';', ,',.. _ _ ".C ~ _ ,,_ ~4' ,'''<'~'~'' . "'''-" " .. , .. IfINV/\lASNN3d AlNnm C!\!;r1tJj8~Jm i I : II WV ~ I Nflf I 0 ^tJV1Ck,;Cr~.1..C:';.,L-i ~j() :;:8i3jC>Cj"I!~~ I:' ~ " " ?"'""--" -",,-".'" ,"', ---..".' ~~ .~ "~" --",'[..',-, ~'H- '" ,,",,,,,, .~- , D1'-f,,:dm~:~,~~_,'." ",:- ,':"7""'~""~"""'~:"~"':"'"~~ ,,0, -,-,.,ll'!'f'~'-':'" " i M &! " .tJJ. POST & SCHELL, P.C. BY: PATRICK T. CUSICK, ESQUIRE LD. # 39168 BY: ANNE E. ZERBE, ESQUIRE LD. # 79151 1857 WILLIAM PENN WAY P.O. BOX 10248 LANCASTER, P A 17605-0248 (717) 291-4532 ATTORNEYS FOR INTERVENER AMERICAN ZURICH INSURANCE COMPANY KATHY M. YEOMAN, Individually and as Administratrix of the ESTATE OF TIMOTHY A. YEOMAN, COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYL VANIA Plaintiff, CIVIL ACTION - LAW v. NO. 01-2674 CIVIL TERM NORTH COAST COMMERCIAL ROOFING SYSTEMS OF PA, INC., Defendants. PRTTTTON FOR I ,RA VR TO INTRRVRNR American Zurich Insurance Company, by the undersigned attorneys, respectfully Petitions this Honorable Court for Leave to Intervene as the party-Plaintiff in the above-captioned action pursuant to Pennsylvania Rule of Civil Procedure 2327(iv), for the following reasons: 1. Petitioner is American Zurich Insurance Company, an Illinois Corporation, who regularly conducts business in Pennsylvania, with a mailing address of P.O. Box 13761, Philadelphia, Pennsylvania. 2. Plaintiff, Kathryn Yeoman, Administratrix of the Estate of Timothy Yeoman, Deceased, filed the above-captioned action against Defendant North Coast Commercial Roofing ,,!.L, , ,"' , " '8"'';-'''",'''i.' ""tW7,:>?""",,~. -~,,'" ''''","".^,'' . """-,o,,-P"I', r ., .,''',' -<_~ _ " ""","'__ ," , ,~,,,,_ ~~ ~ ". ~ ~o, ~ ~ .' Systems of P A, Inc., seeking to obtain court approval for the distribution of proceeds for the wrongful death of Timothy Yeoman on June 16,2000. 3. Petitioner is the workers' compensation carrier for Allied Roofing and Sheet Metal, with whom Timothy Yeoman was employed at the time of his death. 4. Following the decedent's death, Kathryn Yeoman gave birth to Laura Yeoman on December 10, 2000. 5. Subsequent to the death of Mr. Yeoman, Petitioner has been paying workers' compensation death benefits to the widow and minor child pursuant to 77 P.S. 9561. 6. Pursuant to 77 P.S. 9561, Petitioner has a legally enforceable subrogation interest. Petitioner has made Plaintiff aware of the subrogation lien since July 28, 2000. (See, copies of correspondence from Petitioner to Plaintiff placing notice ofthe lien attached hereto collectively as Exhibit "A.") 7. Plaintiff has advised Petitioner that Plaintiff has reached a settlement of $700,000.00 from the Defendant. 8. Plaintiff further advised that their expert economist calculated the lost earning capacity of Timothy Yeoman for a work life projection of 13.03 years totaling $423,269.00. An additional $38,000.94 was added for lost fringe benefits. The decedent's lost earning capacity over 15.39 years was calculated to be $499,998.00. Lost fringe benefits of $45,000.00 were added to that total. Thus, the total lost earning capacity of the decedent is $461,269.94 for 13.03 years and $544,998.00 for 15.39 years. (See, report of Dr. A. Craig Houston, attached hereto as Exhibit "B".) 9. Plaintiff is attempting to limit Petitioner's subrogation lien to $133,330.00. (See, correspondence from Plaintiff dated February I, 2001, attached hereto as Exhibit "C".) -2- .'" -"-~, " " II 10. The Plaintiff s proposed settlement does not protect Petitioner's subrogation lien. 11. As of May 25, 2001, Petitioner's lien was $21,087.31. (See, correspondence to Plaintiff s counsel attached hereto as Exhibit "D"). 12. While Plaintiff acknowledges in her Petition that she is responsible for her pro-rata share of the lien, Plaintiff has sought to limit the total proceeds against which Petitioner is entitled to assert it's lien to $133,330.00, as opposed to the $458,000.00 which represent the lost future earnings of the decedent. 13. Clearly, Petitioner's legally enforceable subrogation lien is adversely affected by the Plaintiffs proposal where Petitioner will be obligated to pay benefits in excess of $700,000.00 to Plaintiff and Lauren Yeoman over the next forty-one (41) years. 14. If permitted to intervene, Petitioner will not file a separate pleading, but will assert its subrogation lien in the underlying action, and will request that this Honorable Court preserve the subrogation lien and name Petitioner as a payee on the Order for Approval and Allocation of the Settlement. 15. The allowance of intervention will not unduly delay, embarrass, or prejudice the trial or the adjudication of the rights of the parties, inasmuch as Plaintiff and Defendant have agreed that this matter should be settled. 16. As of June 7, 2001, the undersigned telephones Plaintiffs counsel to seek concurrence to the Petition. Counsel advised that he did not concur with the Petition. 17. Petitioner's interest in this action is not adequately represented, inasmuch as Plaintiff and Defendant crafted a settlement which fails to protect Petitioner's legally enforceable subrogation lien. -3- -'7''>'''','' JUN 07 '01 09:45 FR POST AND SCHELL 717 291 1609 TO 1847413?991 P.08/19 , RE: Yeoman VRRTFTCATION I HE REBY VERIFY that the statements made in the foregoing dOCUIllent are true and correct to the best of my knowledge, information and belief. I understal:1d that any false statements contained herein are subject to the penalties of 18 Fa. C.S. Section 4904 relating to unsworn falsification to authorities. I certify that J am a duly authorized representative of American Zurich Insurance Company, and as such, am authorized to make this Verification on its behalf. AMERICAN ZURICH INSURANCE COMPANY BY: /~~{~~ ,~?,*d ~/ DATE:. ~7-0L _ \1_, --~= ,- ,. _ ,,0, _~ h"F _0 t:, -.- .-,~,- "'" -.... ,. or "'~",,." """"C""""mrHnili"'"II~IlII.lmlf1RfrT'.~.''' (') ~,;; -Oo;J nip': -:;:>- .~. - ""'-._).J ~?: kC) <':"~C) LC-) p' C Z =< C) (') -'j-'1 , r== .":~ ~- ,-; ::';:'::'1 .:.; f~; ~~i ~; ~~t~ c:)f-n --~ :1'> -\+) ::< ''tJ ..-".. '-'1 '0 """ ~ ".~~.~~ ~"'E!'~1l!W""Elf'f''''''''lJfJ'''''i''1':;;!''!l~t'l:'Wti/I~l!!I;~~J_~~.~U ,,1I~UJ~i WHEREFORE, Petitioner respectfully requests that this Honorable Court grant Petitioner leave to intervene as a party-plaintiff in this action pursuant to Pennsylvania R.Civ.P. 2327(iv) and 2329, and that this Honorable Court stay all proceedings pending the disposition of this Petition. POST & SCHELL, P.C. By (~L k . us' , quire Attorney ill No: 39168 ANNE E. ZERBE Attorney ill #79151 Attorneys for Intervener ~ Dated:~ -4- f~-"0'-~"-_' ,_,IL. _"_"'=_'~""_"_~'~""____""__I "~__"','i_,,".,'_b'_'"'_,_,_ ._,,'_~ "" "OM"!''' ~. " II , Ii (;RRTTFT(;ATR OF SRRVT(;F, I, Aune E. Zerbe, Esquire do hereby certify that I caused a true and correct copy of the foregoing document(s) to be served upon the following designated person(s) by placing the same in the United States Mail, First Class Delivery, on the date set forth below. Michael J. Crocenzi, Esquire 320 Market Street, Strawberry Square PO Box 1268 Harrisburg, PA 17108-1268 Mr. Timothy A. Yeoman, Jr. 3720 Cemetery Road Dundee, NY 14837 Mr. Michael Yeoman P.O. Box 133 Addison, AL 35540 Ms. Rebekah L. Showlater P.O. Box 349 Newport, P A 17075 Ms. Jolene May Benjamin 134 Blaine Drive, Apt. Blaine, TN 37709 Mr. Damion Lee Yeoman c/o Marinda Yeomana 7805 Corryton-Luttrell Road Corryton, TN 37721 Ms. Sarah Webster P.O. Box 656 Prattsburgh, NY 14873 "".',<... ,-, '-,-',,,'-,',,-,..-,. Dated: G, (fj lOt ,W,7"-,,-_",~- -- "-~i - :"-__~,y~>- " ,,' ~ '--~"l' _l"',' Mr. James Pl. '{eornan 311 Wilhite Lane Strawberry Plaints, TN 37871 POST & SCHELL, P.C. By Patrick T. Cusic, quire AttomeyIDNo. 9168 Anne E. Zerbe, Esquire AttorneyIDNo.79151 . ",. -"~ . ,,<.,-. """ .1 ' "'" '.".,- '-.-..-_~n'- "" ".-'<" "~ BSi3B/Bl B9:16:33 .' . lUIlrh u.s. Recowry C.mer P ,0, BoX 66944 ChlceQO, II 60666-'0944 fax (847\4 \ 3'599 \ httP'ltwINW,ZJnd1us,com MAY 30 '01 09:40 <',,"~ ' - ~ , .-": "'j-- . C~S-PHH2->, 717 291 16B9 RightYAK Page BB4 ~ ZURICH July 28, 2000 Goldberg, Katzman & Shipman Attention: Mike Crocenzi PO Box 1268 Harrisburg, Pa, J7l08 RE: Claim #: Inaured: Dale orLols: Claimant: 2660122931-001 Allied Roofing & She.lmetal 06/16/00 Eltate of Timothy Yeoman Dear Mr. Crocenzi: Thank you for discussing the claim with me this afternoon. As you are aware, Zuriclt American In,urance iA the workers compen..tion carrier for the above captioned loss. Our current lien is outlined below, MEDICAL: $,0, INDEMNITY: $4,301.70 TOT AL LIEN: $4,501.10 Because the workers eompenution case is pending, these figures are subject to change. I have enolosed the police report and v.ill furnish you with additional investigative material al it is received. lfyou require my assistance, please let me know. If you have any questions, please contact me. Pleas. include our claim number on all fOl'ltlS of communication. Very truly yours, kbrt~4It~ Susan L. Banahasky RECOVERY SPECJAL1ST (412) 937-3046 F'r . CWS-PI-CH2 PAGE. 04 "1 85/38/81 89:16:15 " ., lur\l:h u.s. bCOWfY C.mer PO Bo, M944 CnICi3(lO,IL 60656-'0944 Fax 1847) 413,5991 h\tPIIWINW,Mlchus,ccm MAY 30 '01 09:39 -'. 1 "~f1',.,,-- - _~_, ',-__ l' ""1'~"f ,r CIlS-Pl-CH2-) 717 291 1689 RightFAX Page SS? 9 ZURICH January S, 2001 Michael Crocenzi Attorney at Law Faxed Document RE: 2660122931-001 Allied Roofing & She.lm.lal 06116100 E.late ofTimolhy Yeoman Claim #: rn8ured: Dale of Loss: Claimant: Dear Michael: Our cment lien is outlined bclol'!. MEDICAL: INDEMNITY: TOT AL LIEN: $,0, $11,709.86 $11,709.86 Because the workers compensation case is pending, these figures are subject to change. Please provide us with the current status of the third party claIm and let us know how we can be of assistance. Your cooperation in this matter is greatly appreciated. If you have any questions, please conlact me. please include our claim number on all fonns of communication. Very truly yours, American Zurich Insurance Company ,L.~A~J:y/. Susan 1. Banahasky RECOVERY SPECIALIST (412) 937-S046 CWS-PI-CH2 PAGE. 02 '>-' )'l - ;"J,<. 85/38/81 89:1&:25 , CWS-Pl-'CH2-) 717 291 1689 RightFAX Pa!;Je BB3 January 5,2001 Page 2 2660122931-001 Please state defendant's name, his or her involvement and the liability insurance carrier (includine: address teleDhone number, and claim nwnber): Please state any additional mvesue:ation needed: If suit. stAte county, court docket and stvle of case: If abandoned, state reason; . I Signed: Date: I - MAY 30 '01 09:39 CWS-PI-CH2 PAGE. 03 ",~ , d_". d ~ , ,-< " "._'r",' ~~ , , , , I Is this matter in clAim? In suit? 82/14/81 13:45:43 PH-CWS-CH3-> 717 291 1689 RightFAX Page BBl "ATTN: PAT CUSICK 9 PAGES 266-0122931 T2LZPBOWB ARBA COD8. 1~7 BONa OrrIC3 243-1141 PAX 2411-1154 Da. A. CFA%Q ao~s~ 1111.01'1II8801\ lUIIIl\1:Tl1' 0'" Ii:CONOKtCIl JlCONOMIC CClIltJL'1';Rlil'r Mz. Sohn A. .~&tl.z GOLD:BBIlG, !tA~ZMA1'I , 11I!1IYIUII, JiI. O. Box use B.zzi.~, JilA 17108-1258 llIIl T~tby A. t._ on ~ ....-~. f;~~~'JW1'Cj II.C. 1'. O. BOX '702 CARL1SLB, ~A. 1'701! J&n~ezy 15, aOOl g..z~. S~_~l.~: !l'bi. p~.l.ill1MZY &'lIPo&'~ i. a..el lIPon tho factual info=aUon whiob you h.". ~lrQv19ci to _ .. ".11 .. l:ha~ wM.ab ~" 1nClolrPOrat&!d in the f'ollo..ingo .ourt>>.l 1. tnCl_ ~ r;e~U:&'n. fo&' TiIDo~ reoman f'OJ: 19U _II lPllll: 2. '!!he Yo~k Co_toy COZODm:'. llQo&'t p.&'ta;l,n;l.nf "'0 thg death of !l'imothll' teeman, l!a~cl .nma 1~, 2000. TWo elt.~n.~v. .valuation. o~ ~e fte~ eoencaio 10.. ot !l'imothy A. Yeo~n az. p~...nt.~ in ~i" &'gpo&'~ basad upon two pzo~eClUonll atM>:. '1._'. WClJ:~llf. a~eo"'..no:r. 'rAg nat QcoDOIIlie loss is ealeu.l.a~ed :by add.iftg ~ ..tilIl&tad. v.l_ Qf 10.t Er~n9& ~anef.itc and the value of 10llt hou..hoI4 ..%Yla.. ~ the ..~t.ci lo.t .ar.ninv g~.C1itr in e~ch projection and by 'Ubt~&~tlng the .Ittaat.d. go.t Q: bi. pezDoDal ma1.nl;.Qnance. Life Expeotanc1.ea ~.lIIIathy A. ':I:e_ ...a. bglm on MacClb 2S, 19!1! and all ot the datI!! of' hill death an .:I'W'la 115, agoo he ..... 47.23 ~a&,g ot ~. lIis life olCpectanQY as all ave:rage wll.lte male lfO\\lcl h.ve b..n all.72 yeaJOI, .nd. h. wau14 bavQ been expected. to live UIIt.t.l he 11 '1'..a Y...J:I ol! tIgW. (1)* Of oouzS!o, thQ average White male is sUbject: to the rh1JuJ ri.1\: at ...tb with ~ p....ap of tiDe. Ka~ M. '1'0_, hill wH!a, _. M:rn 011 Oato!Hll: il, 1860 lI8CI .. of tn.. dato ot hill death ehe wall 39." y.ar. of' age. III.. and. D. ':I:eom.n .ere IIMII:r1.1i on All9U8t :s:l., 1998. At the tima of' he&' l\uehAftc!'. death h.z lite .l<P&otanoy .. an aVlllL"ap white t--.l", WAll 41.34 yeu., and .12. t1Aft ~. eJCPlot.d 1:.0 l.:i..... _til. /lhg ;1.1 81.00 Y8~z:a ot aqe. (1) Mrll. Yeoman would. ha".,:IMI.n 'JCPaotad ~ outlive b.z: h-.a.ban4 ~ :1.1.152 y",ars. ~. '1'._11 11... a .on, IU.Clb..:L. ;fz:0II\ . pr.viouS! lL"ola'l;:I.on.hip who ill approx:l.lll.ately 1'7 y_r. of' aqa, II. ..110 b.e a daUgAt:a:r, t....ur., 1tho waa 1xlrn on Ilee-"el: 10, 2000, lIl:lout aU montb. aft.1r . ~. b~llo~:r.phio I:a:al:.ag.. 8lrQ on page a. FEE 14 '01 14:03 "'" ' C._" ''.t-., ~,' r r PH CWS-CH3 PAGE. 01 82/14/81 13:4b:88 PH-C\lS-CH3-) 717 291 1be9 RightFAX. Page 8B2 'l'imat.by A. 'I._n J!II1l.laxy 18, 2001 PaljJ" 2 hU cW.th. 'IIoth ofl bios children would no~l:LY b. .aq>eot4lCl to out.live t.h.lr ~athe:. Wo~kl;l.t~ Zxpectaftoiee A. a white _1. w;l.th appz:olCi'lllat~l:i elevenyean of .ahgo1i.nq ME. Yeoman'a aotuazial .o:kli~e expectancy is e5t~ted to be 1!.03 yeaz:s. ~. wozk1l!. ..t:imate ia ba.e~ upgn actuarial at:ur;\;i,all ofl the wortliEe "lCpeot.anllY of an, al..dl::i.ec:l by aqo, zaoa, .c:l",o.t;l.on, and ."hether 011:' not the pazaon, i. .l:It:l.....1y partiaiPat.in~ in the l&b~ fo:ce.(2) !his worklif. e.t~ea inoludea an upward .d~u.tlMnt ...nae th.. UIU5-9B dat:a ul!leel :l.n the worklife expectanay t&ble. 40 not z.fl.at thel:aot that per.ona ;l.n ~. 'Zooman' a llqe 'ilrOllp an not .liv.u,;a,. for th.ll1 ful:l. Baoi.l Bea~lt:y ret:il1~nt benefit. until ".0 y.ar. of aG.. A seClond wozIr.1U'. .KP.at~CIY ..t;i.m&te of 111.311 years ill a:l.oo pzojeoted in this report, b....d. upon 1:.b. adian ye~. to f;l.nal l1et:i~emant of males with less than a high .dhOol ~~...(3) 'l'lll. wozkl~f. ..ti'lllat. alao includes an upwa~d adj~.tmeftt .llto. the 1~1l2-11! dat:a z.crll;'dJ.nv 1:b. _d.i.Ui y8U'1I co reti~l!lIIllmt do not :c~fleClt the faclt t:hat p4l:r8on. in !b'. 1'.__n'. 89" 9~1NP will not be C1liljJ:Lble for thei" full Iloo!.l 8.ClUrH:y ".tir_nt: 1>mI.f:l.t: until 66.0 y.ara gfl ava. '1'h. :l!'i~Bt: wO"kl:l.f. azp.atanQ]' ..i:iIIIiIi:C1 1.8 .horter thlUl the aocond est~at:e Ainae it rllfl.CI~ di.~tign. in labor torae P&Zt:ioipat:i~n d~o to job losl!l alleeoia~d with .aonamio faoto". ~ ~he _ork.r'. aent:l101 all .".11 aA to nOft-eaonor~c factor. o! pz.-_t:l1re dlIIatll. ~d. 1nvol_ta.zy paz;i.odll of seriQU!I ill_SII, c1isabiliby, or fPlily ...rgtlnci.., (Ji..n th... Ilor:mal J:bk fagi:ol1l1, labor fozce partioipll.bion 1.. not: lI.o....";l.1y an ~oke" ..qYano. ~11 the flu11 worklife expectanoy. ~. a.oond ..t:~t:. ..olude. tbI.. ::i..k faatoz.. ~e ewo aet:uarial wo"kll~. expeQ~ai.. ~.ad :I... ~i. ~rt, _1)', 13. 03 ~OIQ;II and. 1!. 3~ year., lIIIlY ill.CllUcW p.~ioct. of ~loyment, anc:l 1:bey do not. differentiace het...n ~a"t-t:im8 employmant: and. :l:u11-t.... IIIIIploylMlnt:, Xo acljust:lllMlt: ie made in the wo"klife eapaCltaDel.. fo~ th... unc:l8rlllllplo~llt: risk facio"., &Dli it :I... p"e!lWDed that Mr. t._'. aatlJal .az:ning..apel1i.nco in tAD 1~g8-1I~ pOJ:locl reflect. his ability to cap. with ~.. zi.k fa8t!ora by 1II0l1kinv fOil: 11I011:11 t:t.- onlil elIIPlo:fO'" The J\ecent: :lIazllillcr. O~ 'l'1:a01:.bY A. r.__1l *. 1'__' 8 O&l1ll:l.nq8 in the last t:wo full y.ara prior to hi. .ath in 2000 .n pn..n1lecl :l.Jli Table 1. !rhel!le e~ill9'. .ra wit:!!. t_ ~lcy.r.: .,,:Lnll ~0:lii.=9 COll;lillLY i:or whDlll be.woclled ill thQ 1995-99 pes:iod: JUUed ~onnq and 8h..tIM1::..:J., I8O., fg" whlllll he wa. wo:a:kill.g at the tall of hh dalth :l.n aooo. Ilb:. 1I:a_ in~:a:z.d __iDbIIuad. :bulILlIOall expe"ses. in hi. wMlc, w1U.ah 1M .uh~aCle.d fr~ hi. IlZO.. .."nLnljJQ Ln thQ ealoulatten of hi. net FEB 14 '61 14:63 PH CWS CH3 PAGE. 02 ,"'~. , ", "'-~'"""T""'''''''"''' , , 'I ,. ,- 82/14/81 13:46:28 'PH-CWS-CH3- > 717 291 16B9 RightFAX Page BB3 T.t.Du:>~y A. y._n ~anuary 18, 2001 li'aqQ 3 e&rll1.Dq.. 'lIh. n.t. aaz:nl.ngs in these ~w.. y.ar. prev:l,d. tb. ba.ia !ar th. ..t.imata of~. Y.oman'. loQ~.oarning5 in 2000 aftd o! b1.a lost. earning capacit.y in the ~~t.uz:.. 'tabla 1 The boant. .az:n1.II.O'. O! 'lIi1ll01;by A, Ya_ grollll bu.1.ne.. IlIIt ..z:ninqll a:lCpen!lell eanli~. 1998 ':n,Ii!ll1 UilO $31,301 1.1111II 31,018 BO!! 30,113 - a..ar&IJa $:!Il,356 '647 $30,707 1Iz. Y._'. .9alI:~ anDual ne~ _=1n;'1I o~ '30,'0'7 till 1998-~~ ara ra1.~ te . l.vel of $31,843 l.n aid-aGOO br ~ly1nO' tho earnin;'lI experienca o~ ~a ..-raga ~z:l.oan nonauparviaory woz:lc.ol: in tho private, nonta_ e~ftOmy bat:..alll 1111111 _d 2000. (6) .y Januuy, 2001 Hz:, looman'a _"eraqe annual net: .PD1.aq allpaas.~ 1a ..t~t:ad t.o :ba ':!I2,S12, adju.tad ~or t:bG earnings experienoa o~ ~ &Yerage AmariaaA nOll.apaz:viao~ woz:k.z:. (4) 'rM Vat.lit.:l.al AIInull1 BarniM C!lIIao1.t:y Of '1'ime~y A. reCllllaIl. Iolr. 1'e_'. ..t.:l.mat:.d azmua:l. .az:ninq o&pllo;\.ty in 11001 b presllllled to be h1.. &Mual ~n1.nq ClI.P&Q1.~ :l.n 2001 and J.A all future 7e&1:8. A zero pereent: per y.ar produet~.it:y g~th ~.t.a :I.. pz;oi&Qted 1.n t!U.1l lIall9. r..veZ:llie hO\lrly _.1 .a=:LIIq. o~ the .Wlraqe J\m8Z':I.oan _~k.z: :l.~ 1:1\. lnD-D8 p.riod dropped at. an average annual r.~ t1~ -.111' p.r yae~1 l:lut tJaey Z:01l4;l in the 11188-39 period at: an a'V'eraqe ~u.1 ra~ IIf ..29,,(4) ~~efoz:o, .1 tboIlVh :1:..1 aazn1.n;'1l :l:a1:es haVll l!Jt:abil!..d r.o.IlftUJ', II .1gftil::I.11ant u.p"az:d. tz:end t:oZ' t,he aVlllraqa worker in fton-oU'.ar bla.ad produo'tS.v1.t:y 1DGr..... ;1.1I not. J.i~lIly in the :roJ:eseell.ble ~ture. :Cn acld!t:iOll., t.hera :L. no ..s.dllnge at hand that: ~, %gom.n was :l.n a pos:l.t.lon t.o qa.l:L~ ~oz: ea:..r b...~ prod~Qt.iv~~ :l.Dor.all.. as a :l:esult of prcmot.:I.on to progr...tgely mora rar.pone1.bl. pOII:l.1:ion. in b1e OOQupation. Bowe'V'er, 1I1noa ~. .a=.l.Bg" lIapaoU:y and o1:ha~ ....1'\W" ..t.iaatell. 1.n thia z:epoz:t. are fteith.r inflatad. nor ~._t:.d to pz:e.~t va:L",. in Aaell;r:d. with ~czlto"l!Ik! .... .oluba.., 1.1: :L. impli.d :1.11. all of the .at:i.1D&t:ea that. the ~tu;ro annual ea:nl:l.ft9 eapaQ.it:y S!Id otlwr ftIt._. value. will eln .....:cag. d,lllO over t:iIIle :1.11. c~rent dollarll at ~ll llama rat:e e. tha Z'&ta o~ inflat1.on. FEE 14 '01 14:04 ~;~_r '1-'" -'-, PH CWS CH3 PAGE. 03 B2/14/B1 13:4&:37 . PH-C\lS':'CH3- > 717 291 1&89 RightFAX Page BB4 '1'uaothy Il.. x._an Janu..:ey 15, 2001 paqe -\I The '1'otal Loa~ Z&~ninq Capaoity ot ~!mothY a. tegman ~h. p.at lOIlt. .a:cninqa of H:c. 1'eCllll&n and his tutun loet ea~nin~ oapaeity in a..oh wo~kl1fe p~ojaotion a:ce p~osentad in T;oblo :Z. The "pa!lt" 1. th.t p.r1ed. of t.:l:me between ~he ~;r.t.o 01: h:l.. d..ath .nel Januaq 15, 2001: tile \\f'uture" 11 the r_:&.ncioz: of hi. ..t.~t;ed _~lc.l:l.fe eKpGlotanCJ'. The tote.1 lost: ea~n1n9' capaait.y value. are 1naludecJ. in '1'able 3, b.low. '1'able 2 Th. Lo.t .arninq Capao1ty Of '1'~thy A. Yeoman workl!!e projection o~ 13,03 yra. 18.39 yr.. ~a!lt lo.t OarBing. btuze loat l;la~ninq (lallao:l. t:y total lOllS $ 18,4115 $ la,O!l + 404,'1'14 $iII23,:20 + 481,!l03 $411D, 1111& .r~ :soDen t.1I ~r1nge benet1tll eql1al to II. at af ..rninq caPllo:i.ty az8 ;added. t:o tho lo.t oa:cn1ngll potent.id 121 thb repoltt ... a p&J:t. of th. .ClonCllll1o 10... Tha..a f~ing. tlonetits include an ellt.:l.e&t.. o~ the PICA payroll tall.. paid. by t.he 0IIIP10)'ez which f'und the non- retir_nt providonll of the .ociaJ. s.ourity P~Qq:l:_; 1I08tOf' the i'1l:A t.axo;all e\InCl. the zet:.i_nt. b.!IO~it. Which .:1:. olf.",t b::r 'tho oo.t of pe:caonaJ. ma~ntena=co dur1nq the :l:eti~ement. Yea:l:. and. ar. ...o.1u.s.tl :l!:l:om tbia ;r;oopozt. '1'hIo fJ:':LDIlQ banef'i ts alllo Inalulle e,stilll.at:ell of ~e alllpJ.aY.:I: co.t of 1fozlwJ:"a aompenaation and o~ unomp.1oyuent compensation, bo~ legaJ.Ly zaqm~:I:.d employe:!: OO.~8 ... a:ri. th.o li':Z:Cll. taxes. CSI In addit1_, when M:I:. '1__ "I. ellPJ.ayed. Dr N.lied. Roof:Ln9' ;a.ncS SheetzDeUl, Ino., whioh ... ..pproK!JIIaUly 11111I of t.M t.:l:me in lllDa-AP, ho did. reeeive a health inlll1l!aJlOe b_at'it; the valU. of' tbi. tle_fit iD .included in the 9.0'1; oVQrall value of' his 101l.t ~J!1ftge ban.f1t., ~ 8.011I t;r;ingw beA.fit pO:l:lI9fttaqe is applied in Table 3. ~Ollt Household Serviee. 'I'h. bou..bg.1d aOll:Tiocul which !U'. re_ would ha_ prO't.t.c:Iacl faz hi. w:Lt. an~ dau9'hta:l: haVl;l baeA lallt as II :esult o~ hi. ~ath and are ineluded. 1n th:l.. :l:apo~'t. Ml;. 1'e_'a IIQn, Michael, was not U.v1u.;- in his ho....l>eJ.d, ~. hou..boJ.cl ..n-ia.. whioh boo would haVl;l p:I:Qvidad f~o= h~elt ar. part of h:l.. own pe:l:.on.l DAintonllnc. and arQ l;lxaludad f'rom this report. FEB 14 '01 14:04 ',i__ '1-' PH CWS CH3 PAGE. 04 " t-, , " '1 r 82/14/81 13:4b:S3 . PH-CIoIS-CH3- > 717 291 1bB9 RightFAX Page 88S 'r1:lllO'Cby :11.. '1.--.n Jan\1&Z:Y :1.5, 2001 l'a~ !! l't "-II "1It;~ted. that Mr. 1'8011I_ vould. ba_ Clon't.d.but.d apPZ:OKiJII&l:e~Y 12 houlI:lI p"lI: woak o~ hOUllehold. .lIrv~C1.. ~Ol: h:l.. v.i~. and. d&uQ'ht.~. (6) BOll..hold lIo:r:v.i~elil :l.nelu4e est.:l.maUll o~ the houz:os splint: 1) 1n bOUI.holl;!. pl;Od1aOt:Lon (lI:LlIaninq, !l!ooe!. p:rOj>;lL:ratlon ;lnd elelU\.up, ya:rd wo:.:):, haM IInd a..t.. _~nt:GIlanIl", ObtG~ninq qood. and IIII:r:vlcoal; 2) ift pzo..l.~nq 0.:':. (O~lld oa~., oh:l.lel. G111d&no., pbJ:Lnq w:l.l;h and. u;lnspor11~ cM;l~n~ oa:.:. j!cz othe:r8 :l.n ~aml1y). (6) Mr. t._ "a. y,,~ ~lIlpt'll!l a~~e!. the houaehold, pel:!l!o>!lll!1lg th. da:l.ly hcu..ho:l,d iindo.o:r;...nd o~1:4oor Ohll:r.1I blat ,,11l0 unde:.:t.ak:l.ftg bOll.. z_dal~~O'PZO~.Qt:l.~~1I and 11_ _hie1. .:epa:l.:n. 'nw _asure of household 1I.l!V.l.q. ~ UlIeeI in thl. Z:llport l.nol..dait :r.aoVII:Ltilln of the ~~y c!!-re fUi,,"otion .11 well llS of ~ ho....hald pzaduClt;ion of ~V~l.. lIorvices. 'lIb1l -VIIl. tude of Mr. 1'e_' II hov...h,ld ..rt1Cl11 t;!'-JH b haleel upCln th. ~~1I.1I that Laura wou.lcl ~a_ r",:l.Il.~i 1n the hou..hold unUl thlI~4 of the ca:l,lI11da:r ri&~ of ~ez 2~r' birthday, i::hat~. Y.~ voulel. 1I&VII p.zt~__Q ~1I8Q ,,~zv:l.ces ~o:r: 51 WlIekJl pllr ~ei1r UIlt:l.l. Lal1za ,,0111d 11&_ l;I..n6 :r-az.,!pE ..,A an<.! SO ...10. }>eZ YlIaz- tblll&,lIIatt~:r: (allow:l.BO' ILl!. ..~"'d: ~~ ~o 1:WCl ...kll plIz YI.Z lfh.n _wouW bavQ bllQD un;l"a:LlabJ,e ,eo!!plI'O"I':l.cl.lI I!len.l.ll.. due t:Cl Yao.t:ion.,hoU~., ~lQym8nt. ~"'1~9, &Icl/o&' temporar:r physiQal :l.l'leapaoUy), t:hat1l1. \IIeaClit,. t,g, ~1I:rfozm ho\I"lIholc:l gQzv1ee f\1llCl::I.cmll ~.giD. tleI dll!a!Li~.at:! ~. ;~It. of 10% pezywu in the Clal~Z- )'g&Z: Cl~ his 'O"!~iz:'t::hdal!', U1!1 that. bi. ..".ill.. tll2: Mr.. Jr..... lfOllJ.cl. hol.'R QQ&l\a"- at: ,tb!~ l!Il'ldIIO~ thl!l _leDcla:r y~ wh.n U L. .Iti.-ted. that: h:i. ~.1!!tby ~:j!.~e CIXplIQtanoy would. el'ld, :I...., at: 1...,7 ~p."1f...~13'!1 bnoll houAlIlIold a.nLgg t~ inereases f'ol1OW.l.~q~uz:,~n'~li a ..paz-al:e l:IouaebOld ..z::viClIl o.lau1...1;.1on :1.11 _de tor! eaeh Woz:kli!. exp8at..D~. ' !k. Z,,_, I!l capacity to plI:.:~e_ :ll~..1'lo:Lcl ..:r;vi~. i. &dj"lIte~ ~vaZ'c:l fo~ the ris1n; z:l.l!lk of ,death. (1) ~. rilk i. aD tmpo&'1:ant: vaJ:iahl. in the aCltu&:r1a1 workli~e Ol!lt~t.., aDd it: ill stm!larly appliad tc th~a .ggnoaLCl EUAat::l.on. 'rha .yoZ'"qe hourly &'ate whie!l :I.. 1S..d: 1ft t:h1l rapozt. :Ln oa:l,lNlat:;l,ng tnA va1.ue of !U.g llllnicas :1.11. U. 32 in 200~ aDd. tldj'lllltllld upward: t.o $11.110 in JIlnU!l&'J' , 2001 by applyi'AtJ the Il.ouz:l:r WI!lg8 e~or!@ftall of~ a_r~. nca.~.zvi.or.r wo&,kQ&' "-1'1 1;bo pdvate, no~a_ eaanOlllY. (.) !fhahOU.hoJ.d. w'lJ8 :I.. aallN1.1:ecI .. IIn ;&VlI&';lLge ot the hou:rly z:al:eo!' JllI.Y tOI: . :h~l &'aDIJII at bou..hgld. ..:r:v.i.Cla t.alllcD all z:aport:ed ~ the C!l&'l:hl. Offi_ ot! JIIarlloymlftt: ..lNZ'i ~ in OCltobllZ i l.~lIe and. bJ' the l'e:m~1...l!lftia Ilepllrblant at LIlbClr ID4 lad\lllt;~ fcr the: DU'lCillburq- . LeblU'lOll-CQ.:dble Ml!lA in 19P8. ('. 8) '!ha ,,".raq. ..g.'. . :l:J:OIII ...ab .CN:rCl. IU:II w,,;l.ghtlld by i::he M.- IIP_t. on .&011. hou..bg1cl t!untlt1on. (G, ,) FEE 14 '01 14:04 'i'~ ~=,,~> .~ _' rlll1l , 'I I, PH CWS CH3 PAGE. 05 , 92/14/91 13:47:13 'PH-ClJS-CH3-) 717 291 1699 RightFAX Page BB6 '1'.iIlUll1:hy A. 'l._n JanuaZ'Y 15, 2001 'Pa'i!e II ~b. .at.i_t.ed. t;Qul values o~ )b. !'.lIlIl&J\' a loat. boua.ho;Ld. ..rv.i~a which .~ ..t. ~o~th tn Tablo 3 are.l!~,630 .!oz ~. l!hor~er warkl.i!. .KPea~.ncy and $150,136 fo~ the longer vorkli!e oxpect:anay. ~ot:h e.t:iIlIat.ea .il'lGluCS. "P..t." loat. ..~ioOSl ot $2,ge4. ~ho ~ot:al values at Mr. !'.oaal'l'a 10at houa.hold. 8ezviQQs .~ LncluGud in ~aQle 3. Personal Msint.nanoa The ooat oe peraonal maifttenano. muat ~e d.CSuot.d from the e.tima~d gzo.. .a~niD9 Qapao1t.y 1n Qale\1lat:in~ the nat: aoonamio lollll :l.n << death. c.... It.i.. p~.._d. that tho cost of peJ:'eonal _1nt8nanc@ dUJ:'in~ the .I1Ul~ flon-working y.ar. i.a of:het blr Sooial IIlgCIU:l.t:y bG!netitll 4!ld by othar aOl1:rc.,. In "oel:&:I., the oo.t. at _in ton_ during the adul t: werIU.n!J rearll is that IIICIMst ellpencU.'tw:. whioh b ~recl to maint:dft both phy.1eal and. mental h.al~ C1on.1Ittmt. w;i.t:.lI on.'. at..t:J.olI in me. The U. $. Depll.~tDt@nt:: et toello:!:' haad4tfl.n8d low.:r, :I.neen-cUat.8, ...d hi\Jhe~ at.anda:r:ds. (10) !I'1l.e 1"".1' at:&n4t.rd of li."I'i!l.q :I.ft.Cllu.dlla only the ..aenUab but with little ~eOlll tor choi.ce: the 5.nt8naecUaU at.&ftd&:rd b e IIIOdeat but adQquate ll'upl:ellen1:at1on o~ the J\zaeri.alP\ .\:a!lda.:rd. or l1v1nv: th. h:i.'iher at:oll.nda:r:d gf' l;,v;i.DtjJ 111I the OtIC! wh:Leh hedoana s..k if th~ ba.... aut~ia1.n~ tneClllW. '.rhe thr_ at.ruSal:~ have been reM!inad aa the loweI' 1:I.v:L1lAJ .1:IlftdaZtl, tMI PZIlvaU:i.Dq e~l1' standard, and tho soeial abundaftoe lIt.andard. (~1) ~he Itan~d whiob i8 appl~Qd :i.n thb oa8a :1.11 a weillf\t:e4 sverlll. at the 1_1' standall'd (20') and. ~ the :i.nt.e_cU.a~ or: pl:evai1inq st.aJldAJ:c! (SO.," go.t...._ 1:be .a:m~ oapaa:l. t:r or 1I0th *. and. 1Ir8. J'aOllllU1 and given the aversc;rl!! expendituZ'.. of' . 3-peZ'lon fa=:i.ly at thb inoOlllQ lcaYe1. At ~ tiall o:! hgz; husband'lI Math Mr., '!.om&I\ ..1 warkillg a. a aa.hier at . ~.x.QQ IJa801:i.ne station and een~iene. .tore. She bad plaNl.c! ~o work until ahorll:r ~efo~o tb9 b1z;th or he:r 01l.11d and then to ha.e net: worud. out.aLlie ~. bCllll8 Imt.U Law:a. WCNJoel be :r:ead:y :l!o~ tull-t:iIBe 5ohool!ng. %n ~u Z'IIPOll't it. :L. PnI,\IlIIltd. that. 11:I:.. I.oman would have wor~c! unt!1 Ho.....:!:' 15, 2000 and then to ha"e aea..m wo~k:i.DtjJ ou~id,g the bODe to:!:' C." years. A1!ter r:..tuZ'Iling ~ wen. it. is ...t.:i.o:i.p&tQd. th;I.t K:rs. Yeoman would have w02ked Oft a :l!u1~-~~ b.aia .a a oa.h:i..z: wh:l.1Q h.~ hu.banl! walil IltiU, wcr:kiDc;r. (2) Saeel! Upell :l!apo~ta4 ".",.. Eo>: a..hie:a in tne aar:rt.~~-~8banon-O&r1:L1I1e MIA .in laaB and. ad~ullt:ing the.. Wag.. ~pwa~ to raC~.a~ the caxperienee ot the Ilve~sc;re ftoni!lupeJ:V!."~ _rlcaz: 1ft t:.lIa pa:;L...a", nonf'ar:a OCODbllW, it. ;L. eetilAt:ed that her annual .age vlNJ.d ha.,. !:Ieen $13,8&6 in 2000 line! $;1.4,2411 :i.n Janu;u:y, 2001. 14, 81 It b oallN1At..11 tbat Ms-.. Y._ WCNlll on .....rap have CIOntr:l.bu~c! !r_ app:l!eXillla~ly " ,000 per year: to $.,000 p.Z' yea~ to the f'am:i:Ly inCOllle oYez:' Hz,-. '!'.aman' B WClrkl:l.:re ~ct:anay. ThIlS, an aV.~~ of $'I, 11:1.1 PQ~ Y..~ ill 0Id4ed. 'to Kr, !'__, 1I e....rag. lUu..sa1 ...z:n11'\Q' c:ae,paoit.J of' 63a.486, ~..ultin9 in an ave~ac;re annual ~am!ly .arniftg oapaalty FEE 14 '61 14:05 " "J t <, ,,' ~, , . PH CWS CH3 PAGE. 06 B2/14/B1 13:47:34 'PH-CWS':CH3-) 717 291 1&B9 RightFAX T.i.lIIOt!l.Y A. '1__ Janu~ry 15, 2001 PaQe '7 of '40 002 p.% )'"u. 'fh:l.s 1_1 ..~ ..~IlU...q. would bave plaCIed. !:h. !:.~llI.IIn'. B~ appJ;ox;i.ll&t.G1:l/ the 50 percentil. 1.".1 of all three-par.on S!_Ui.. :l.n th. united. S1011.tQlI. (12) :l:n ..WlllU.q, it: 111 elltill!&ted t:\'IAt:. IIZ. 1_-1.'. goat of par.ona], _:Lnt.anano" "",.ld b.!l'V'e ~een 3'111I of b18 net ..IOJI1119 eapaeit:y. (11,;1,2) 'rh;i,a ~.%oenta'iJ" 1.1l applied in 'rable 3 to Mr. YeolllAft'e 10al:. .aminO' capaoity. :1:.. ia .at.:l.aate4 that !loB adcU.t:l.onal 50'll of XI:. 'Ia...n'. earning o.paa:l.~ dur:l.D9'b~lI worklife expllctano~ would ha'V'e ~.en ,,11f)0&tad. to ~ p.uonll1l!1a:i.nt:..nanQQ o~ Mz:s, 'f_n and L.~... f'his !l0', t:c!l'ethe~ w.i!:hMra. teQlllan'. pwojeQt.d. C1az:n1n1l capacity a. d.ef1ne4 above, will enable the aU%y1Y1nv 2"'Pez:eon flllll:i.lli to _:i...anano. :l.~ll,,]'f at:. the /lame 1I1:Pcl.a~ ... ~. dIIae&lecl. !he .e~ .eo~o La.. Of~1mo~Y A. t.~ ':hQ oalgUlation of the net .eonem:l.o 10.. of T~t:hy A. 'f.0lIIan 1. .WIlIIlU'iaad .in TablCl 3. Tule 3 ':h" Net BOOBomie Loee Of Timothy A. Jeom&D ""rk1:l.te pro~ee~ien o~ 13,03 y:.. lB.3P y:s. 1:.01:..1 l...at. _aJ:II~n9 "apa...:l.tli lo~e t:!nge ben.rita .~ i.O' $"2:\,2811 $UII,9iB + 4!l,000 + 1110,736 ],o_t. hou..ho14 lle~vi08s + 38,OU .. 1!l3,1I30 oOSI: of palr.onal aaiBUnalllNl al: 3"'" - 156,610 un,383 - 1ll4,U9 Ul0.'1311 n.t .Oonom!... lOllg !t is eonelDda~ with . ~e.loQabl. devr.. of eaoDamic ge=t.aint.y tha~ th@ net eeonomio 10.. in ~i. a... ia within ~ range o~ app=ox~taly $45B,000 an~ '~11,000, It you he_ allY ~.tS.ona _v..:d.i.nv IIIY'_tbocS of cal=la1:i_ 0... ;rQWarding my cotlel'O!lion., 111..... oal:1. _ :iJmuai..~.ly. S:i.naez:ely, ~ ' ~ A. Craig Bou!lton, ~.D. FEB 14 '01 14:05 PH CWS CH3 i ~c ,,, 0' ,_ ,. -1 -~--- '< C'. -" Page BB7 PAGE. 07 62/14/61 13:47:48 PH-CUS-CH3-> 717 291 1669 RightFA~ Pag,e BB8 'l:1IlIotb:y A. lla_ January le. 2001 Page B souacm. usmD DXaaC~LJ XW ~BXS CASE Tha nUlllbe.: oe '!:he 80\:1':00 is placed in p.r.nth.... .~ th. po~n~ in the r.por~ Wh.~. .p.c~f1g .~a~1Gt1es ~rom ~he re~.r.ftae ~ooua.n~ proTid@ aubs~anti.l .UppOE~, 1. 2. Li.E. ~u,loa, . D~ar=-n of Vital Bt~~.t.atics ot ~he ~~.d sta~. c ~ IX, .: .~, art A, Sec On Ha.lth and. a_n 'ervica.. J.:I.te And. "'arkl:l.te'.!:e.OU!lO~.I. by h'il'h ~~aha~clo. ilIIId Jon lI.. ~ela, ~.wy..:a , ~dqee PUblishing Comp.ay, 111.0., 1899. 3 . "Neclian ~.alt'a TO twt:ill_nt: And. Wo.:kl1fe Bxpec~BJ\C1Y !'or '1'1'l.. C:1"i1:1.e.ft U. II. J1&p\11ation," by :r-..oliah Bunt., et. &1, Journal ",f i'Qranaic ZconOmi.ca. Vol\JS. X, XII.. 2, 11t1l'J. 4. llIClOrlOIIJ,CS ~:rt., Cl!t . '!:he >>_.icte~~, l'u,l"I1&l:J!', 2000/ "Raal larniftll'lI n ~.r206'0," Ill..e, 11. B. D.p&rtlllen~ ot !.ahor, Deoombor, 2000. ---- . !. UlI7 lIlcU.t..t.on: Su Dlt& J!'lt'0lIl ..Il..n~ , 'D'.. ",,, _ ~ 0 _ ,~GG, as 'DO l'1, . .: Coate tor ~:Loy.. l;1Q1llPt1t1.at:i.on, :LlI1l6-lllI, I5Ul1.Un s. bepu~ ol Labor, RiEoh, 20Dll. 1. aar Em~lOyelt' :25 6, '0'. II. 7. I'rOlll c1a'toa av,pp11od by the culi.!. .Tob CafttAr, JIll. J)~az=-lIt. ot ~oa: and X~at.l:J!" October, 1995. 8. Pellnslv~a Oo~a~~cllal opo' 1m tiC S 'CIa 'LlLboJ: and. Iu.d~elt~. 9. !l!ime tI.S8: Il ....~. oe IQl;I.I.lloJ.el. JlIlCIl;\u.c;t:l.CII of , ;on . exv ees, ,'" Mezig;m. Jlo- !ccnOlllics li7Ci. nt of! 10. "Au~\I!III 1981 tJ911l J'lIIII1111' 2l~ta iUlel. CClIIIiPaz.i:.t.vo Ind.ez811 fell: Selected. Urban Area.." Y."., U. .. DlIPaztmant o~ L~oz:, Apz:~1., 1~B2, ---- 11. "Ip.oial JlIIla1. 8Qveat.a Cball9a. :ioll B1.S ramily BudGet. Program," Monthly Labor ".1e., u. 8. D.p&r~ut of Laber, OaogmbeZ', 1Mll. 12. Conlum8z .xP~t~z. B~~ 19911-g7, ~ert 998, U. .. Department ot L~or, lap .J:, lla~. u. FEE 14 '01 14:05 '1~!lWl'lll_) ~.~ ~F"""! PH ::WS-CH3 PAGE. 08 l' r,_ (---"- ,-.,. ~2/14/~1 13:48:85 ,PH-CUS~CH3-> _1 ~ () MN''-' 717 291 16B9 RightFA~ . ". 'I 7'Qo( D(j.o, '~~~:~:'~','''::'~PO'lO()13 Lloss ~r ("~"',k~~ ~-'''~.i;,~;'.'~~~'~= , . - '., u ,; ..._,.,u... "..$:'O 0 LOC?O ",..,,,,._.,,,., -::- _: US' D \ oc:;.,q, .,Cl~ ~. :',......,.,-,-..,...:..~ S-O" I 000, """.."'--=..."""/.'71S / OQO ...c. !!i97" ,', . .,., ,..."""'...,.._.__.........._._.~ - """"i<<'~l&,....,~~I~J.,..::_.,J~..b.1..~__~_ , ,,' ". ,', "'.."".,......"..._...,-(!)-----'~ ,~p J!~ ~'u'. ,~,~,~! r=lt,,::.,._,fll.~~..~._!:r~;__ - . -, ,.,-" .,.. ..."."- , , . ,". . ____.._..M ......~.... .'..__..'.___.____,~~__.'___ .----1::'[ ,ooc)_~ . .....;;~~c:l-=~==~: .:_~,:==,~::"~..~:'., ,.. "" " ":~~,~'t, ,~~.?~.. ..,~..,.:_G~~~_.~,,~~-~-~!'" SO /.. .._"___....,, ..,. . :_...(:l-" e11.(Jl(.>). ."',, ...l.,,,J:.~!:':'..'!.~ _..,_..,__-=_J!.~_~ ,___.,_....._.."...,_".. . 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I..."....,..... ...._._'____"'N"',.",_,,, ...._..__..____._____...", ,.......--.-..-..,";.......,..' ".,. ..... ._-,.~"..- . .-...."...t'''u.. ......................--......_...,.,..__........,__.. --.--...-.-........,......,....,.." . ""'''..,- .._,..~-'....._." ,.,-., .....-. ....-..--.....--.............--:..'.'-...----....'-----..,--.... .'....~.,-......_._,-_..","'...."."... . a,yO o;~......e. 1'0......... " .I. ..,...........-....,,--..-.-,...----- 1"''-.-----.''-..... . ,"..""..""..",,'...,-.....,,.,......... ,--~I'~\-f-."-_...,,'-,. ..,)."OUr.Q.....,,,.;.,,, "."..,___.....,_...o~ (. eL., \~!~_._ ~ . ~, . . . ..-..,I~I..OO.1L__..,_h.,.,,__s:'OI.J:tJ{) .h.......'__,..._.......", ..._ ...J.h~CL,~ [t) a) ,. ~ I 5'0 ~QQ.~.4-..., ......,.'. .-B-.1,,..so..Q,...... ..__, ..._,.._.___,"" ___.__,_,;....-."'.., " ~. . 'I (11 I Z. $"00 ." - . l 2.,.......) ..--,fl1.~Q_.._,...,_"_.._,.;.I.___._''''____._,......._._.,___ '~7' S"O 0 ,"'_'_.- ,__,~...:..-. ~...3,,:7S'" ..","'I. rll~~: . , I so M"Q , -'-'1.-<-.>-1-00-0_-- . . . +..~ ..-----7-'--..,----. ,-Q~)tl)-~..-~-.---~Jy---_. " , .----'-H-~eQ--,--.--- 35'4 , zro:: . .......,...--",,- --,-- , :1 ' " 'I' ..___..__....___..._,.............-1"...,...______ '... ", \ ". ".'., ' , " -....------=. .---....-,.. :, '!! _._--....:...--_-,...;..~.. lie ' j:, . . --. -----,~,._----- " , . .'. ",', .. 1'-;":' FEB 14 '01 14:05 PH-CW5-CH3 ~CJ' ," ",'~~~I-~~~. -, ~-I ," I" ,. , ' Pa,ge BB9 PAGE. 09 B2/B2/B1 B9:43:B9 PH-CUS-CH3-) 717 291 1bB9 RightFAX Page. BB1 ATTN: PAT CUSICK 2 PAGES FAX TRANSMISSION GOLDBERG.K.\Tr.MAN & SHIPMAN, P,C. 320 MA.KIT IIT.OIT. P. O. !lo, I BIlIl ~A..'''U.O, ,~A I? I 01l.1 2811 17'17') !:!4'411l1 rAX: 17'17') 2:!4'1l1l01l To: Fax#: Kathy Murphy g~6.9gS':2960 DUe: Pa.N: 21110 I , ~ludln8 thii cover sheet. From; Mike Crocenzi Subject: Tim YBomBlI: Claim I; 2660122931.00 COl\.1MENTS: Kathy. Here are the reviilom to my letter to you of 1/31/01, We settled the third party case for S700,000, Our expen allocated $458,000 for economic 1011, HowllIIer, thil figure included 1011 of household servicel that Tim would MVe provided to Kathy and fringe benefits Tim would have received at Allied, I do not balieve thele itCllll are IIUbject to II\lbrogation. They Ihould be considered IlS loss of cOllSortium instead OnOll of ineome. Therefore, the loss of income is $266,659, Tim did not have a will. Therefore, the Joss of'lncome amount is subject to the intestate statute, ~ a iUlVlvina widow, Kathy Is entitled to 50% of$266,6SSl or SI33,330, TblI8ulVivillg children are ISIltitJed to the bs.ls.noll. Only 5133,330 Is subject to I!\lbrogatJon becllUse you do not have Bny subrogation ria-hts to 8.l1lOunti r~elved by the children, I have included a revised Third Fatty Settlement Agreement. The bottom line Is that my client is now dcmllldlna $260,000, Call me tomorrow to diic\lss It. Thillks, Mike Tnlll!1lnllllll'"n ilII11\1~a~ rar lnl~" Of InllndlvldU., .r 1.llly I. wlll.n III. .ddlllAod. II III'Y oonllln In"~m.II'n th.l,. .,nna"'I.1 ., ,'MII;'d .n." Ilw. Ir InIIlIDI~ or tllll m.";111 nOlm.lnllnd.. 'OCI,I'n\ (or 1111 ImlloYll" I;.~l 'IIPOnlll1l rarU,llI'Irllllllhl m....lI. III 111. Im.n.1CI ro.III,"I), 'MY DlII'lIIln'llon, dlllrtlUllon or oOVjln;II.01011'/ IOrlllddHl. II In.llln.lIIll1l.n nllllln fI'llVtcI In orror, pi.... ..u .,Immoo:lllllly InD I1wrn Inl o";lnlll1l UnlllCl 81111. ~OtI.1 Urllc.IO 1111 lllO'I""'TlrtnOld 10.,n., FEE 02 '01 10:00 PH-CWS-CH3 PAGE. 01 82/82/81 89:43:23 PIH\lS-CH3-) .' cCl!<MClNW5AL TH OF PiNNSYLVANIA O!PA~'N!NTOI' LA!O~ANO INOU<T1"\' BU~~AU O~ WO~Ill!M' COM~!N~ATION 'H118. cAM!!JW~''l'JU!IlT.''OCM 103 t\I\,~IIIU~e, PI. 1!11Mo2lO1 (TOLL '~IIIIO,.m'2m 1'HIRD PARTY SeTTL.EMENT AGRI!!M!NT Emplllyee I'I!1IINlrT!D ~mel~v ~1f:~. .CIIClIllMIl'Il.c:lT.Itl'JIan r<llnr:yn lIt'lIl' ~1:i1 TllrraM I)r ",""i ~..., Nilm' Yaomap ~ul~m. Yfllomln Cl'ly/Tllw~ !\lAW Cumbl!lnAnd C:6111'ft1 cumb.rllnd _III ~ILC_D(!I_ eA-m._ "'\I'1'tD.r<.1 illll.mL. 0184 1~~mll~llI~l1\m Ullllll1ltm 11 ~OIZ9T.1 717 291 1&89 RightFAX, aOCJIJ Slcurfty Numblr. 121 .~. 3088 DIII.llnJury: .....L1...1A..../2000 11'I1\1 oe- 'YYTT ?A awo OJ, 1m Numbar: {IF KNOWNl Employer N'ffi' A ad Roofine & Sheat Metal n1lI~' . 340 PI88l1Bnt View Rd. ...." Page 882 -- 1.1'7'fJIQ. fA- 1 070 '_ t:lrpTDWft New Cumberland OQU"~ York TIl.~on.l "'N Inlurn or Third P.rty Adminitlrator (if ..INn'urad) PA~T " DISTRIBUTION OF PROCEEDS A, EXPENSES OF RECOVERY Atlcn,y,". ...........................$ Olh" E'p,nl.lifan,)"""'''''''' " ..$ T.IIIE.p'nlll..,......,....,.. ,... II, WORKER'B COMPENSATION LIEN CompensaUon ...,....",...".... ,.. ,,$ Mldlo,I.""...,,,,,,,,..,,,,....,,.,, .S TctaILlol,...".,..,..",...."...... ., """ Pro Rata Sh... of ~O_I of Recovory.. , , .. , .. ... . " .. . .. . .. . .. .$ Not Reetlvo'l'.r Wargr,' Oomponllll"" Lila", .', , ' ,.S C. EMPLOYEE E.ponno.1 Ro,,,,o'Y... .... ,:,,, ........ $ (l1l0l PlI'lcd Mllkl13n .33 ~caYeJY to Ol~n,~nl (p!r woel<), . . , , . '. ". $ (OVER) PH-CWS-CH3 IN ACCORDANCE WITH SECTION 310 OF THE PENNSY1-VANIA WORKER'S coMPENSATION ACT, PARTIES HEREIN HIWE AGREED TO THE FOLl.OWING DISTRIBUTION OF PROCEEDS R5C51VEO FROlrNerth Co;,"t Rooflne and Cinelnnali Inwulllnoe , THIRD PARTY; N'I1" ;Z;urleh US SlnMIt, Fin "r.ty 1~'t1f l>lnMt2 ehiMn lad~IDhla TII.,Itilitl' r.aMl2ST -8134 Cl..n~ Phi adelnhla ClllmNlImbilr 266,0122031 ~ ., Q440 ~ 19104. ~,II""'CUO 041,51 PA~TI T.III Amou~l of ThJrd Plrty Rooolltry $ 1-a.1 T"'.I Work.,.' Comp.n..l;on 1-ion $ 1~~ ~~o 00 9 500 00 Bftl!!lMOe ef Reo~ve~ $ --12.3...83.0...QQ BALANCE OF RECOVERY Ihall oonlllluta lund ror orldll Igllnot Mureworkoro' MmpMlltlon Ply.hll, IUbJ.ot to relmburumonl t. 'Iolmant oll><ponoo' of reco.lry at thl ralo of Q.071~62 % on oradil Ulld, EmpIClylhll'~ Alfl:Ir,.,..,. ..1~tN"l'!1(1 Mleh~el Omeen'l SllInaMu l:l:I~Q fnlllrlfIA1tllrll'Y.'lr-,Nlrr.. LMINIITlI II.MM. OAT! 01" THill AC:;AI!!MENT: I I MM Oil ~ LIBC.~' ~~v 1N>1 FEB 02 '01 10:00 p~ ," , .. ",,<1'+--, '~,'H"" - - ' " 'N F;IN SU~2 00 , 000 ao 3! 33' DO RMODo. o DQ 950.I!.O.D. 71;.1~iZ ".."" !l3 ~, A~A A~ 8U7 PAGE. 02 1800 JOHN F. KENNEDY BLVD. PHILADELPHIA. PA 19'03-7460 (215) 587-1000 FAX: 1215) 587-1444 CNG I DOMINION TOWER 625 UBERTY AVE - SUITE 2eOO PITTSBURGH, PA 15222-31 10 1412) 577-2972 FAX: 1412l 577-2973 Via Facsimile and Regular Mail Michael J. Crocenzi, Esquire 320E Market Street PO Box 1268 Harrisburg, PA 17108-1268 POST & SCHELL, P.C. ATTORNEYS AT LAW 1857 WILLIAM PENN WAY P,O, Box 10248 LANCASTER. PA I 7605-0248 (717) 291-4532 FACSIMILE: (71 7) 291 -I 609 240 GRANOVIEW AVENUE CAMP HILL. PA 1 70 1 I (717) 731-1 970 FAX: <717> 731-1985 1245 S. CEDAR CREST BOULEVARD SUITE 300 ALLENTOWN, PA 18103 (510) 433-0 I 93 FAX: <61 Ol 433-3972 June 7, 2001 RE: Timothy Yeoman v. Allied Roofing & Sheet Metal Dear Michael: ADAMS PLACE - SUITE 3 701 WHITE HORSE ROAD VOORHEES,NJ 08043 (855) 527-8900 FAX: (655) 627-445 I ANNE E. ZERBE (717) 391-4420 AZERBE@PosrSCH!:LL.COM Please be advised that the correct current lien amount as of May 25,2001, totals $21,087.31. We have received Plaintiff s Petition for Approval and Allocation of Settlement Proceeds which you have filed with the Court of Common Pleas of Cumberland County. We will file our Petition for Leave to Intervene absent a resolution of this case. Please call if you have any questions or require further information. AEZ/lds cc: Ms. Kathleen Murphy Ms. Susan Banahasky ;;-'",. - r-, ' ,-.,. "--,. Very truly yours, COpy Anne E. Zerbe . -" ~, '" , r .. ~." ,. ,-,-~.. . .- (') (::! ('") c: -n ~: '- ,~ """(; , C'"~ r'-" ~""-_. ,"; , :.~ ~ ,---- ~8 ,..;.' " , (j-" -- - --<, ") ,-- c " ,', " '-,,-.: , - i~i ~:: -) L, c) tn ).0 c: l--~' ---'I L :'."1 ~; =:( \0 -< ..,1'1"IJ!~!1~1!'Jn$1j!llliilll~,.~~~" ".__~~:il'lw,,-m[!"'FW"'~"<;0!7f"',rq'mJl~!!1J~~\I"j!~111l:!~~~~~~~~~1 II "I' ii " POST & SCHELL, P.C. BY: PATRICK T. CUSICK, ESQUIRE J.D. # 39168 BY: ANNE E. ZERBE, ESQUIRE !.D. # 79151 1857 WILLIAM PENN WAY P.O. BOX 10248 LANCASTER, P A 17605-0248 (717) 291-4532 ATTORNEYS FOR INTERVENER AMERICAN ZURICH INSURANCE COMPANY KATHY M. YEOMAN, Individually and as Administratrix of the ESTATE OF TIMOTHY A. YEOMAN, COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA Plaintiff, CIVIL ACTION - LAW v. NO. 01-2674 CIVIL TERM NORTH COAST COMMERCIAL ROOFING SYSTEMS OF PA, INC., Defendants. PETITIONER'S BRTRF TN SUPPORT OF PETITION FOR LEA VR TO INTERVENE T. FACTUAL BACKGROUND Petitioner, American Zurich Insurance Company, seeks to intervene in this matter because Plaintiff is attempting to wrongfully limit Petitioner's statutory right to subrogation. Plaintiff is attempting to limit the subrogation lien to $133,000.00 of the total $700,000.00 settlement. (See, Exhibit "C," attached to the accompanying Petition). Petitioner respectfully requests that this Honorable Court grant it's Petition for Leave to Intervene in order to ensure that Petitioner's subrogation lien is protected in the distribution of the settlement proceeds. II. QUESTIONS PRESENTED A. WHETHER INTERVENTION SHOULD BE GRANTED WHEN PETITIONER FALLS WITHIN ONE OF THE CLASSES ENUMERATED IN Pa.R.Civ.P. 2327 AND NONE OF THE GROUNDS FOR REFUSAL IN Pa.R.Civ.P. 2329 ARE PRESENT? (Suggested Answer: Yes.) B. ONCE PERMITTED TO INTERVENE, SHOULD PETITIONER BE INCLUDED AS A PAYEE IN AN ORDER APPROVING THE SETTLEMENT OF THE UNDERLYING LITIGATION WHEN PETITIONER IS ENTITLED TO THE IMMEDIATE REIMBURSEMENT OF ITS SUBROGATION INTERESTS? (Suggested Answer: Yes.) III. FACTIJAI, lIISTORY Plaintiff, Kathryn Yeoman, Administratrix of the Estate of Timothy Yeoman, Deceased, brought the above-captioned action ("the underlying litigation") against Defendant North Coast Commercial Roofing Systems ofP A, Inc., seeking Court approval to distribute the proceeds for the wrongful death of Timothy Yeoman, which occurred on June 16, 2000. American Zurich Insurance Company ("Petitioner") was the workers' compensation carrier for Allied Roofing and Sheet Metal by whom Timothy Yeoman was employed at the time of his death. Plaintiff instituted the above litigation against North Coast Commercial Roofing Systems ofP A, Inc. ("Defendant"). Defendant owned the industrial crane which released a load of metal roofing, thereby mortally wounding the decedent on June 16, 2000. At the time of his death on June 16,2000, Timothy Yeoman was killed in the course and scope of his employment with Allied Roofing and Sheet Metal. At the time of her husband's death, Plaintiff was pregnant. Plaintiff gave birth to Laura Yeoman on December 10, 2000. -2- ~u_,,~, <, "-"~,,. ',-. > ,-",~,=,'~-"._~ ,,~,--,- - Pursuant to 77 P .S. 9561, Petitioner commenced payment to Plaintiff and Laura Yeoman in the arnount of $353.35 per week. Pursuant to 77 P.S. 9561, Laura Yeoman is entitled to receive workers' compensation benefits until the age of 18, or, if the child is a full-time student at an accredited educational institution, benefits will be payable until the age of 23. Accordingly, the benefits that Petitioner will pay to Lauren Yeoman for eighteen (18) years totals $49,617.36. The total benefits that Petitioner is obligated to pay Lauren Yeoman for twenty-three (23) years totals $63,399.96. Plaintiff is entitled to receive benefits in the amount of $300.34 after Laura Yeoman's 18th birthday. These benefits will continue throughout Plaintiff's lifetime unless she remarries. Based upon the life expectancy of Plaintiff, the $300.34 will be paid weekly to Plaintiff for the next 41 years. Therefore, if Plaintiff continues to receive benefits for the next forty-one (41) years, Petitioner will pay benefits in excess of$640,324.88 to same. Thus, Petitioner's total payments to Plaintiff and Lauren Yeoman will likely exceed $700,000.00. Plaintiff does not contest that Petitioner placed Plaintiff on notice with regard to Petitioner's subrogation lien. Plaintiff subsequently advised that Plaintiff and Defendant had reached a settlement of the underlying action for an amount of$700,000.00. Plaintiff then advised Petitioner that the settlement would be such that Petitioner would only be entitled to assert a lien against $133,330.00, As of May 25, 2001, Petitioner's lien was $21,087.31. While Plaintiff acknowledges in her Petition that she is responsible for her pro-rata share of the lien, Plaintiff has sought to limit the total proceeds against which Petitioner is entitled to assert it's lien to $133,330.00, as opposed to the $458,000.00 which represent the lost future earnings of the decedent. Clearly, Petitioner's legally -3- "~""'~,'_.7_~ d ."_ enforceable subrogation lien is adversely affected by the Plaintiffs proposal where Petitioner will be obligated to pay benefits in excess of $700,000.00 to Plaintiff and Lauren Yeoman over the next forty-one (41) years. IV. T,F,GAT, ARGTJMENT A. THE PETITION FOR LEAVE TO INTERVENE SHOULD BE GRANTED. Where a Petitioner is within one of the classes described in Pa.R.Civ.P. 2327, "the allowance of intervention is mandatory, not discretionary, unless one of the grounds for refusal under Rule 2329 is present." I,arock v SugarloafTownship Zoning Hearing Board, 740 A.2d 308 (1999 Pa. Cmwlth.) A court is "given discretion to allow or refuse intervention only when the Petitioner falls within one of the classes enumerated in Rule 2327 and only where one of the grounds under Rule 2329 is present which authorizes the refusal of intervention." Id. In the instant matter, intervention shall be granted because Zurich falls within one ofthe four classes of Rule 2327, and none of the grounds for refusal under Rule 2329 is present. 1. Petitioner falls within one ofthe four classes ennmerated in Pa.R.Civ.P. 2327. Rule 2327 provides, in pertinent part, as follows: At any time during the pendency of an action, a person not a party thereto shall be permitted to intervene therein, subject to these rules if ... (4) the determination of such action may effect any legally enforceable interest of such person whether or not he may be bound by a judgment in the action. Pa.R.Civ.P. 2327(4). In the case at bar, Petitioner has a legally enforceable interest which may be affected by the determination of the underlying litigation. -4- " 'I 'I II II I Petitioner has a legally enforceable subrogation interest as provided by the Pennsylvania Workers' Compensation Act, 77 P.s. 91 et. al. 77 P.S. 9671 provides for subrogation when a third party action results from a work-related incident: [T]he employer shall be subrogated to the right of the employe, his personal representative, his estate . . . against such third party to the extent of the compensation payable under this article by the employer; reasonable attorney's fees and other proper disbursements included in obtaining a recovery or in affecting a compromise settlement shall be pro-rated between the employer and employe, his personal representative, his estate or his dependents. The employer shall pay that portion of the attorney's fees and other proper disbursements that the amount of compensation paid or payable at the time of the recovery or settlement bears the total recovery or settlement. Any recovery against such third person in excess of the compensation theretofore paid by the employer shall be paid forthwith through the employe, his personal representative, his estate or his dependents, and shall be treated as an advance payment by the employer on account of any future installments of compensation. 77 P.S. 9671. It is undisputed that Timothy Yeoman died in the course and scope of his employment with Allied Roofing and Sheet Metal. At the time of his death, Mr. Yeoman was married to Kathryn Yeoman. Subsequent to his death, Kathryn Yeoman gave birth to Laura Yeoman on December 10, 2000. Pursuant to 77 P.S. 9561, Petitioner commenced payment of workers' compensation benefits to the widow. Following the birth of Laura Yeoman, the Petitioner increased the payments to Kathryn Yeoman following the birth of Laura Yeoman. Kathryn Yeoman is entitled to receive workers' compensation benefits throughout her life, unless she remarries. Based upon the life expectancy for Kathryn Yeoman, Petitioner will be paying workers' compensation benefits to Kathryn Yeoman for the next forty-one (41) years. In addition, the dependent child is entitled to continued receipt of benefits until age 18 (or age 23, if the child attends college). 77 P.S. 9561. As of May 1st, Petitioner has paid a total of$21,087.31 to Plaintiff. -5- ~t)J::l;., "~'"-_,__1 ,~,,_'=""'" H ,~_~, _~ The underlying litigation in the present matter stems directly from the June 16,2000, work- related death of Timothy Yeoman. Thus, Petitioner, as the workers' compensation carrier for the employer of Timothy Yeoman, is subrogated to the rights of the Estate and the personal representative in the underlying litigation. As such, Petitioner is entitled to be reimbursed for compensation paid to date. Additionally, any monies received by the Estate or the personal representative over and above the amount of compensation paid by Petitioner "shall" be treated as an advance payment of future workers' compensation benefits, and Petitioner is entitled to a credit for such future benefits. 77 P.S, 9671. Petitioner's legally enforceable interest will certainly be affected by the outcome of the underlying litigation. Therefore, Petitioner has demonstrated that it falls within one of the enumerated classes ofPa.R.Civ.P. 2327. 2. None of the grounds under Pa.R.Civ.P. 2329 are present which would authorize the refusal of interveution. Rule 2329 provides that an application for intervention may be refused in the following scenaTIos: (1) the claim or defense of the Petitioner is not in subordination to and in recognition of the propriety of the action; or (2) the interests of the Petitioner is already adequately represented; or (3) the Petitioner has unduly delayed in making application for intervention or the intervention will unduly delay, embarrass or prejudice the trial or the adjudication of the rights of the parties. Pa.R.Civ.P.2329. -6- .';: q'C '. "'" ' "1'",=__ ,,~,,~,""_ '" __<. _ ,~ _~,~ _I ...- In the instant case, none of the grounds for refusal are present. Petitioner's claim is in subordination to and in recognition of the propriety of the underlying litigation. If the Estate had not pursued a wrongful death claim, Petitioner would not be in a position to assert its statutory subrogation rights. Thus, Petitioner recognizes the propriety of the Estate to file a wrongful death claim seeking damages for the untimely death of Timothy Yeoman. Moreover, Petitioner's interests are not already adequately represented. Petitioner and Plaintiff dispute the amount of the recovery against which Petitioner is entitled to assert its subrogation lien. Plaintiff has advised Petitioner that approximately l/7th of the total recovery is the amount which Plaintiff is willing to consider as proceeds which are subject to Petitioner's subrogation lien. However, barring remarriage of the widow, Petitioner is required to pay $300.34 per week for the widow's benefits for the next forty-one (41) years. Thus, over widow's expected lifetime, Petitioner will pay approximately $640,324.88. In addition, Petitioner is required to pay benefits of$53.01 per week to the minor child. Ifthe minor child does not attend college, Petitioner will pay $2,756.56 per year for 18 years, which totals $49,617.36. If the minor child attends college, Petitioner will pay $2,756.56 per week for the next 23 years, totaling $63,400.88. Thus, Petitioner will be obligated to pay benefits of $689,942.24 to Plaintiff if minor child does not attend school. If the minor child elects to attend college, Petitioner will pay benefits of $703,725.76 to Plaintiff. Clearly, Petitioner has a substantial subrogation interest in the settlement of the underlying litigation. Further, Petitioner's subrogation interest is not being adequately represented at the present time, as Plaintiff seeks to limit Petitioner's lien to $133,330.00. Additionally, Petitioner has neither unduly delayed in the filing of his Petition to Intervene nor has it delayed, embarrassed or prejudiced the adjudication of the rights of either Plaintiff or -7- tr;:", ,~ 1.J~!~, ,<.t" '__~_"'~", <~"r'A'''''' ~;"""'_ __" ,~ .'. ~" ,~, ~ . Defendant. Likewise, the adjudication of the underlying action has not been delayed because Plaintiff and Defendant have reached an agreement whereby the matter would be resolved for the sum of $700,000.00 before the Petition for Intervention was filed. Finally, the filing of the Petition to Intervene has not caused any embarrassment or prejudice to either Plaintiff or Defendant. In summary, Petitioner falls within one of the classes enumerated in Rule 2327, and none of the grounds for refusal under Rule 2329 are present. Therefore, the Petition for Leave to Intervene ii should be granted. B. PETITIONER SHOULD BE INCLUDED AS A PAYEE IN AN ORDER APPROVING THE SETTLEMENT OF THE UNDERLYING LITIGATION. Including Petitioner as a payee in any order approving the settlement of the underlying litigation ensures the appropriate recognition of Petitioner's subrogation interests. "[T]he compensation paid by the employer to the date of the third-party recovery constitutes a claim against recovery, payable immediately upon recovery to the employer." Rollins Olltnoor Advertising v weAR (Maas), 506 Pa. 592,487 A.2d 794,796 (1985) (emphasis added). Moreover, any recovery I] "in excess of the compensation paid to the date of the recovery constitutes an advance of future 'I compensation payable." Id.. In the instant matter, Plaintiff and Defendant have agreed to settle the underlying litigation for the sum of $700,000.00. Upon Plaintiff's recovery of the settlement, Petitioner is entitled to the immediate reimbursement of its accrued subrogation lien. Additionally, any recovery in excess of Petitioner's accrued subrogation lien constitutes an advance of, or credit for, future compensation payable to the Plaintiff. To that end, Petitioner has filed appropriate pleadings in the Workers' Compensation Bureau to calculate the method in which the credit will be taken. In sum, an Order approving the settlement of the underlying litigation must include Petitioner as a payee and -8- 'oJ)" "'~'~_',",~h"""-,'f'l="'T<:'fi'''' ., ,n.'~ ",_. ~o '.C. "._~ c. ~~".,', .., ---~-"" 0, acknowledge Petitioner's subrogation interests and entitlement to credit from the settlement proceeds, including the immediate reimbursement of its accrued subrogation lien. If permitted to intervene, Petitioner will file a Memorandum outlining Petitioner's position with respect to the amount of recovery against which Petitioner believes it is entitled to assert its lien. Thus, Petitioner respectfully requests that its Petition for Leave to Intervene be granted. V. C:ONC:UJSTON For the foregoing reasons, Petitioner respectfully requests that this Honorable Court grant American Zurich Insurance Company's Petition for Leave to Intervene. If so granted, Petitioner will file appropriate Memorandum setting forth the law in support ofthe proceeds which are subject to Petitioner's subrogation lien. POST & SCHELL, P.C. Dated:~ BH~o2~~ Pa:' T. Cu , Esquire Attorney ill No: 39168 ANNE E. ZERBE Attorney ill #79151 Attorneys for Intervener -9- '~:'':'t''''''"':' -, ": - , lR1'lf, -, _~~_'_,""A,~~_"k'__t"_",,_,~_ " ~ _~"_I'~' _"_<'~_ '0' ,__,_ .""0;:,,.,",_ e".__ " ii CERTIFICATE OF SERVICE I, Aune E. Zerbe, Esquire do hereby certifY that I caused a true and correct copy of the foregoing document( s) to be served upon the following designated person( s) by placing the same in the United States Mail, First Class Delivery, on the date set forth below. Michael J. Crocenzi, Esquire 320 Market Street, Strawberry Square PO Box 1268 Harrisburg, P A 17108-1268 Mr. Timothy A. Yeoman, Jr. 3720 Cemetery Road Dundee, NY 14837 Mr. Michael Yeoman P.O. Box 133 Addison, AL 35540 Ms. Rebekah L. Showlater P.O. Box 349 Newport,PA 17075 Ms. Jolene May Benjamin 134 Blaine Drive, Apt. Blaine, TN 37709 Mr. Darnion Lee Yeoman c/o Marinda Yeomana 7805 Corryton- Luttrell Road Corryton, TN 37721 Ms. Sarah Webster P.O. Box 656 Prattsburgh, NY 14873 ,,), lO'i,"h -'-';'-_~" -.+ ",- '''-_.0--. '''--_'"''~_"._ .- 1.','1".'>_, ._,.,._~_"" "'=_ ,. ~o _ .." " )1 Dated: ':('{~" -, .".. .,.,'", ,r.__ ':~_ -,_ , . Mr. James A. Yeoman 311 Wilhite Lane Strawberry Plaints, TN 37871 POST & SCHELL, P.C. By Patrick T. usick, Attorney 168 Anne E. Zerbe, Esquire Attorney ID No. 79151 (~~Ol , /).. -, o~,_",,~ ,I"d-''''-', _"',~_~.'~_' ~,,____,,__ ,_'",,_."" "_"__'"'~~_',,___~~ _.0 ^ POST & SCHELL, P.C. BY: PATRICK T. CUSICK, ESQUIRE J.D. # 39168 BY: ANNE E. ZERBE, ESQUIRE J.D. # 79151 1857 WILLIAM PENN WAY P.O. BOX 10248 LANCASTER, P A 17605-0248 (717) 291-4532 ATTORNEYS FOR INTERVENER AMERICAN ZURICH INSURANCE COMPANY KATHY M. YEOMAN, Individually and as Administratrix of the ESTATE OF TIMOTHY A. YEOMAN, COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYL VANIA Plaintiff, CIVIL ACTION - LAW v. NO. 01-2674 CIVIL TERM NORTH COAST COMMERCIAL ROOFING SYSTEMS OF PA, INC., Defendants. PETITIONER'S BRTRF IN SUPPORT OF PETITION FOR I ,EA VE TO INTERVENE I. FAr.TUAL BAr.KGROUND Petitioner, American Zurich Insurance Company, seeks to intervene in this matter because Plaintiff is attempting to wrongfully limit Petitioner's statutory right to subrogation. Plaintiff is attempting to limit the subrogation lien to $133,000.00 of the total $700,000.00 settlement. (See, Exhibit "C," attached to the accompanying Petition). Petitioner respectfully requests that this Honorable Court grant it's Petition for Leave to Intervene in order to ensure that Petitioner's subrogation lien is protected in the distribution of the settlement proceeds. ,~,_",""!'"__, ,li!. _0 ~~! ?"."-. -,+, , . _ h _ ,. ., . , 'I II. QURSTTONS PRRSRNTRD A. WHETHER INTERVENTION SHOULD BE GRANTED WHEN PETITIONER FALLS WITHIN ONE OF THE CLASSES ENUMERATED IN Pa.R.Civ.P. 2327 AND NONE OF THE GROUNDS FOR REFUSAL IN Pa.R.Civ.P. 2329 ARE PRESENT? (Suggested Answer: Yes.) B. ONCE PERMITTED TO INTERVENE, SHOULD PETITIONER BE INCLUDED AS A PAYEE IN AN ORDER APPROVING THE SETTLEMENT OF THE UNDERLYING LITIGATION WHEN PETITIONER IS ENTITLED TO THE IMMEDIATE REIMBURSEMENT OF ITS SUBROGATION INTERESTS? (Suggested Answer: Yes.) III. FACTUAL HISTORY Plaintiff, Kathryn Yeoman, Administratrix of the Estate of Timothy Yeoman, Deceased, brought the above-captioned action ("the underlying litigation") against Defendant North Coast Commercial Roofing Systems ofP A, Inc., seeking Court approval to distribute the proceeds for the wrongful death of Timothy Yeoman, which occurred on June 16,2000. American Zurich Insurance Company ("Petitioner") was the workers' compensation carrier for Allied Roofmg and Sheet Metal by whom Timothy Yeoman was employed at the time of his death. Plaintiff instituted the above litigation against North Coast Commercial Roofing Systems of P A, Inc. ("Defendant"). Defendant owned the industrial crane which released a load of metal roofing, thereby mortally wounding the decedent on June 16, 2000. At the time of his death on June 16,2000, Timothy Yeoman was killed in the course and scope of his employment with Allied Roofing and Sheet Metal. At the time of her husband's death, Plaintiff was pregnant. Plaintiff gave birth to Laura Yeoman on December 10, 2000. -2- ';:;n;r ,. ,Illt,~ I.r. , Pursuant to 77 P .S. 9561, Petitioner commenced payment to Plaintiff and Laura Yeoman in the amount of $353.35 per week. Pursuant to 77 P.S. 9561, Laura Yeoman is entitled to receive workers' compensation benefits until the age of 18, or, if the child is a full-time student at an accredited educational institution, benefits will be payable until the age of 23. Accordingly, the benefits that Petitioner will pay to Lauren Yeoman for eighteen (18) years totals $49,617.36. The total benefits that Petitioner is obligated to pay Lauren Yeoman for twenty-three (23) years totals $63,399.96. Plaintiff is entitled to receive benefits in the amount of$300.34 after Laura Yeoman's 18th birthday. These benefits will continue throughout Plaintiffs lifetime unless she remarries. Based upon the life expectancy of Plaintiff, the $300.34 will be paid weekly to Plaintiff for the next 41 years. Therefore, if Plaintiff continues to receive benefits for the next forty-one (41) years, Petitioner will pay benefits in excess of $640,324.88 to same. Thus, Petitioner's total payments to Plaintiff and Lauren Yeoman will likely exceed $700,000.00. Plaintiff does not contest that Petitioner placed Plaintiff on notice with regard to Petitioner's subrogation lien. Plaintiff subsequently advised that Plaintiff and Defendant had reached a settlement of the underlying action for an amount of$700,000.00. Plaintiff then advised Petitioner that the settlement would be such that Petitioner would only be entitled to assert a lien against $133,330.00. As of May 25, 2001, Petitioner's lien was $21,087.31. While Plaintiff acknowledges in her Petition that she is responsible for her pro-rata share of the lien, Plaintiff has sought to limit the total proceeds against which Petitioner is entitled to assert it's lien to $133,330.00, as opposed to the $458,000.00 which represent the lost future earnings of the decedent. Clearly, Petitioner's legally -3- I,..",.,~..--~"' . ~I ~_ =,ol~I~" . 1.' 1 i enforceable subrogation lien is adversely affected by the Plaintiff s proposal where Petitioner will be obligated to pay benefits in excess of $700,000.00 to Plaintiff and Lauren Yeoman over the next forty-one (41) years. IV. LEGAL ARGUMENT A. THE PETITION FOR LEAVE TO INTERVENE SHOULD BE GRANTED. Where a Petitioner is within one of the classes described in Pa.R.Civ.P. 2327, "the allowance of intervention is mandatory, not discretionary, unless one of the grounds for refusal under Rule 2329 is present." Larock v SllgarloafTownship Zoning Hearing Board, 740 A.2d 308 (1999 Pa. Cmwlth.) A court is "given discretion to allow or refuse intervention only when the Petitioner falls within one of the classes enumerated in Rule 2327 and only where one of the grounds under Rule 2329 is present which authorizes the refusal of intervention." Id. In the instant matter, intervention shall be granted because Zurich falls within one of the four classes of Rule 2327, and none of the grounds for refusal under Rule 2329 is present. 1. Petitioner falls within one of the four classes enumerated in Pa.R.Civ.P. 2327. Rule 2327 provides, in pertinent part, as follows: At any time during the pendency of an action, a person not a party thereto shall be permitted to intervene therein, subject to these rules if ... (4) the determination of such action may effect any legally enforceable interest of such person whether or not he may be bound by a judgment in the action. Pa.R.Civ.P.2327(4). In the case at bar, Petitioner has a legally enforceable interest which may be affected by the determination ofthe underlying litigation. -4- t:J~}I)Ji4 ",~"'" _'.^, PT_ ,"', . ~~ _~ ,T-,>. ,- ~, :11 Petitioner has a legally enforceable subrogation interest as provided by the Pennsylvania Workers' Compensation Act, 77 P.S. 91 et. al. 77 P.S. 9671 provides for subrogation when a third party action results from a work-related incident: [T]he employer shall be subrogated to the right of the employe, his personal representative, his estate . . . against such third party to the extent of the compensation payable under this article by the employer; reasonable attorney's fees and other proper disbursements included in obtaining a recovery or in affecting a compromise settlement shall be pro-rated between the employer and employe, his personal representative, his estate or his dependents. The employer shall pay that portion of the attorney's fees and other proper disbursements that the amount of compensation paid or payable at the time of the recovery or settlement bears the total recovery or settlement. Any recovery against such third person in excess of the compensation theretofore paid by the employer shall be paid forthwith through the employe, his personal representative, his estate or his dependents, and shall be treated as an advance payment by the employer on account of any future installments of compensation. 77 P.S. 9671. It is undisputed that Timothy Yeoman died in the course and scope of his employment with Allied Roofing and Sheet Metal. At the time of his death, Mr. Yeoman was married to Kathryn Yeoman. Subseqtlent to his death, Katluyn Yeoman gave birth to Laura Yeoman on December 10, 2000. Pursuant to 77 P.S. 9561, Petitioner commenced payment of workers' compensation benefits to the widow. Following the birth of Laura Yeoman, the Petitioner increased the payments to Kathryn Yeoman following the birth of Laura Yeoman. Kathryn Yeoman is entitled to receive workers' compensation benefits throughout her life, unless she remarries. Based upon the life expectancy for Kathryn Yeoman, Petitioner will be paying workers' compensation benefits to Kathryn Yeoman for the next forty-one (41) years. In addition, the dependent child is entitled to continued receipt of benefits until age 18 (or age 23, if the child attends college). 77 P.S. 9561. As of May 1st, Petitioner has paid a total of$21,087.31 to Plaintiff. -5- 1". "m._ r d'_~'-',j ._, _ , . "- '-I ~'I-. ~ ! , The underlying litigation in the present matter stems directly from the June 16,2000, work, related death of Timothy Yeoman. Thus, Petitioner, as the workers' compensation carrier for the employer of Timothy Yeoman, is subrogated to the rights of the Estate and the personal representative in the underlying litigation. As such, Petitioner is entitled to be reimbursed for compensation paid to date. Additionally, any monies received by the Estate or the personal representative over and above the amount of compensation paid by Petitioner "shall" be treated as an advance payment of future workers' compensation benefits, and Petitioner is entitled to a credit for such future benefits. 77 P.S. 9671. Petitioner's legally enforceable interest will certainly be affected by the outcome of the underlying litigation. Therefore, Petitioner has demonstrated that it falls within one of the enumerated classes ofPa.R.Civ.P. 2327. 2. None ofthe grounds under Pa.R.Civ.P. 2329 are present which would authorize the refusal of intervention. Rule 2329 provides that an application for intervention may be refused in the following scenanos: (1) the claim or defense of the Petitioner is not in subordination to and in recognition of the propriety ofthe action; or (2) the interests ofthe Petitioner is already adequately represented; or (3) the Petitioner has unduly delayed in making application for intervention or the intervention will unduly delay, embarrass or prejudice the trial or the adjudication ofthe rights of the parties. Pa.R.Civ.P.2329. -6- -;~~'f.l~.~_,,..,." ~-. " 1-0" .' In the instant case, none of the grounds for refusal are present. Petitioner's claim is in subordination to and in recognition of the propriety of the underlying litigation. Ifthe Estate had not pursued a wrongful death claim, Petitioner would not be in a position to assert its statutory subrogation rights. Thus, Petitioner recognizes the propriety of the Estate to file a wrongful death claim seeking damages for the untimely death of Timothy Yeoman. Moreover, Petitioner's interests are not already adequately represented. Petitioner and Plaintiff dispute the amount of the recovery against which Petitioner is entitled to assert its subrogation lien. Plaintiff has advised Petitioner that approximately l/7th of the total recovery is the amount which Plaintiff is willing to consider as proceeds which are subject to Petitioner's subrogation lien. However, barring remarriage of the widow, Petitioner is required to pay $300.34 per week for the widow's benefits for the next forty-one (41) years. Thus, over widow's expected lifetime, Petitioner will pay approximately $640,324.88. In addition, Petitioner is required to pay benefits of$53.01 per week to the minor child. If the minor child does not attend college, Petitioner will pay $2,756.56 per year for 18 years, which totals $49,617.36. Ifthe minor child attends college, Petitioner will pay $2,756.56 per week for the next 23 years, totaling $63,400.88. Thus, Petitioner will be obligated to pay benefits of $689,942.24 to Plaintiff if minor child does not attend school. If the minor child elects to attend college, Petitioner will pay benefits of $703,725.76 to Plaintiff. Clearly, Petitioner has a substantial subrogation interest in the settlement of the underlying litigation. Further, Petitioner's subrogation interest is not being adequately represented at the present time, as Plaintiff seeks to limit Petitioner's lien to $133,330.00. Additionally, Petitioner has neither unduly delayed in the filing of his Petition to Intervene nor has it delayed, embarrassed or prejudiced the adjudication of the rights of either Plaintiff or -7- .i'~'!IIID@i!lI"~i*l.!!"",~t, ~,~ ~:"",""'" ~'~~, I "I' "~ "~~ "",- '1 Defendant. Likewise, the adjudication of the underlying action has not been delayed because Plaintiff and Defendant have reached an agreement whereby the matter would be resolved for the sum of$700,000.00 before the Petition for Intervention was filed. Finally, the filing of the Petition to Intervene has not caused any embarrassment or prejudice to either Plaintiff or Defendant. In summary, Petitioner falls within one ofthe classes enumerated in Rule 2327, and none of the grounds for refusal under Rule 2329 are present. Therefore, the Petition for Leave to Intervene should be granted. B. PETITIONER SHOULD BE INCLUDED AS A PAYEE IN AN ORDER APPROVING THE SETTLEMENT OF THE UNDERLYING LITIGATION. Including Petitioner as a payee in any order approving the settlement of the underlying litigation ensures the appropriate recognition of Petitioner's subrogation interests. "[T]he compensation paid by the employer to the date of the third-party recovery constitutes a claim against recovery, payable immediately upon recovery to the employer." Rollins Outdoor Advertising v weAR (MHas), 506 Pa. 592,487 A.2d 794, 796 (1985) (emphasis added). Moreover, any recovery "in excess of the compensation paid to the date of the recovery constitutes an advance of future compensation payable." Id. In the instant matter, Plaintiff and Defendant have agreed to settle the underlying litigation for the sum of $700,000.00. Upon Plaintiff's recovery ofthe settlement, Petitioner is entitled to the immediate reimbursement of its accrued subrogation lien. Additionally, any recovery in excess of Petitioner's accrued subrogation lien constitutes an advance of, or credit for, future compensation payable to the Plaintiff. To that end, Petitioner has filed appropriate pleadings in the Workers' Compensation Bureau to calculate the method in which the credit will be taken. In sum, an Order approving the settlement of the underlying litigation must include Petitioner as a payee and -8- ''''"'yr'....,".~=,.~__ ~ ~~ ,--- ~ , . , ;o"~.",,,,,,,,,sr<'l<""l. 'I II , II 1\ ;i acknowledge Petitioner's subrogation interests and entitlement to credit from the settlement " !'I I proceeds, including the immediate reimbursement of its accrued subrogation lien, If permitted to intervene, Petitioner will file a Memorandum outlining Petitioner's position with respect to the amount of recovery against which Petitioner believes it is entitled to assert its lien. Thus, Petitioner respectfully requests that its Petition for Leave to Intervene be granted. V. CONC. ,mUON For the foregoing reasons, Petitioner respectfully requests that this Honorable Court grant American Zurich Insurance Company's Petition for Leave to Intervene. If so granted, Petitioner will file appropriate Memorandum setting forth the law in support of the proceeds which are subject to Petitioner's subrogation lien. POST & SCHELL, P.C. Dated: (, I '6 \ 0 I By402 ~.~ Pa . k T. Cu , Esquire Attorney ill No: 39168 ANNE E. ZERBE Attorney ill #79151 Attorneys for Intervener -9- ~_l t; -., " , , CERTIFICATE OF SERVICE I, Anne E. Zerbe, Esquire do hereby certify that I caused a true and correct copy of the foregoing docurnent(s) to be served upon the following designated person(s) by placing the same in the United States Mail, First Class Delivery, on the date- set forth below. Michael J. Crocenzi, Esquire 320 Market Street, Strawberry Square PO Box 1268 Harrisburg, PA 17108-1268 Mr. Timothy A. Yeoman, Jr. 3720 Cemetery Road Dundee, NY 14837 Mr. Michael Yeoman P.O. Box 133 Addison, AL 35540 Ms. Rebekah L. Showlater P.O. Box 349 Newport,PA 17075 Ms. Jolene May Benjamin 134 Blaine Drive, Apt. Blaine, TN 37709 Mr. Damion Lee Yeoman c/o Marinda Yeomana 7805 Corryton-Luttrell Road Corryton, TN 37721 Ms. Sarah Webster P.O. Box 656 Prattsburgh, NY 14873 I"., _-,.':F _0_ , :: I", " .1 I " -, " Dated: -"-1""".;-1,,- ~-F ~~IOI <'I r . Mr. James A. Yeoman 311 Wilhite Lane Strawberry Plaints, TN 37871 By , , POST & SCHELL, P.C. Patrick T. usick, Attorney 168 Anne E. Zerbe, Esquire Attorney ill No. 79151 ., - r John A. Statler, Esquire Attorney 1 D. No. 43812 GOLDBERG, KATZMAN & SHIPMAN, P.C. 320 MBrket Street P.O, Box 1268 Harrisburg. PA 17108-1268 Telephone: (717)234-4161 Attorney for Plaintiff IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA KATHY M. YEOMAN, Individually and as Administratrix of the ESTATE OF TIMOTHY A. YEOMAN, : Plaintiff CIVIL ACTION - LAW v. NORTH COAST COMMERCIAL ROOFING SYSTEMS OF PA, INC., 160 Derry Court York, PA 17402, NO. 01 - :<1.. '71 GUlL T~ Defendant PRAEClPE FOR WRIT OF SUMMONS TO THE PROTHONOTARY OF CUMBERLAND COUNTY, PENNSYLVANIA: Kindly issue a Writ of Summons in the above-captioned action against the Defendant, North Coast Commercial Roofing Systems ofP A, Inc. at 160 Derry Court, York, Pennsylvania 17402, advising them that the Plaintiff has commenced an action and that they will be required to defend. GOLDBERG, KATZMAN & SHIPMAN, P.C. By John A. tatler, Esquire AttorneyI.D, No. 43812 320 Market Street P. 0, Box 1268 Harrisburg, PA 17108-1268 Telephone: (717) 234-4161 DATE: s-I, /0 I 62503,1 Attorneys for Plaintiff ~er,-' ,,- .- . -,.""'---,p,)';',''-,,,-,--, --" -0-" ". ._,"~>" ~'-~_''''I, .,~ _,___'~~__ ,,,~,,_"~.._,__,,_ ._,_". .'_" ",,'1 ! '" ~ ,. . . = , .u_''-~ ~ = C' I' ~-,,~ '" _~'h~' '=' . _~__n I... "~- -, -. .,,,-,,, ~ ~ (') C, () f -Cg. C "1-1 S: -.-~. --,--; ~ () -.t -nce: J~3" e n1r;", ~ '--~ D .2::J:" -':-;1 ~ Yl ~ ZC , (;)"'!;'c' .....- C_" I 0 0 () -<,.,..['-, -=::CJ ~~: " "-'''l'1 0 ::r;; '::~;~~~ '" ~ -j;Q "0? grn "- f I ~ '..-- ~,,; ........ Z ::0 f! ~ -I ...... 6'= --<. -< CS ~ 9- ~\ ~ '","""'-,\",~ ~~~J1f__,_" ~ .." , - -.- ,- - ',7-0 > ,. _U < ~i ,~,~._~i__W__,_" ! ~n _ , Commonwealth of Pennsylvania County of Cumberland KATHY M. YEOMAN, Individually and as Administratrix of the ESTATE OF TIMOTHY A YEOMAN vs. NORTH COAST COMMERCIAL ROOFING SYSTEMS OF PA, INC. 160 Derry Court York, PA 17402 Court of Common Pleas No, __u_QX::.2.l27.!LC.iyj.J,,_'!\;1JLmhm_ 19____ In ___ ___C.iy.iL b-9.t.iQD__-:_W-l"L_______________ __ North Coast COIlIlllercial Roofing Systems of PA, Inc. To _____________________________________________ You are hereby notified that ,_____~.t.Qy_K"__1S'9!@!).l_J}}gj.y:iq!,lflJly_9_J!g_9_JitM@..n.i~!=gt:r4K_Q~_.t.1}'2_:g:P-.t~!~__q~_J}~!.K?!:.!l.Y A. 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