HomeMy WebLinkAbout01-04123
THE ESTATE OF ERIC E. STUM,
by EDWARD L. STUM,
Administrator, and EDWARD L
STUM and NANCY E. STUM,
Individually,
Plaintiffs
v.
GORDON OCKER and DONNA OCKER,
husband and wife, and
BENJAMIN G. OCKER,
Defendants
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
NO. ~ ~ - y~e23
CIVIL ACTION - LAW
e~u~~~~
NOTICE
TO DEFENDANTS NAMED HEREIN:
You have been sued in Court. If you wish to defend against
the claims set forth in the following pages, you must take action
within twenty (20) days after this Complaint and Notice are
served, by entering a written appearance personally or by
attorney and filing in writing with the Court your defenses or
objections to the claims set forth against you. You are warned
that if you fail to do so, the case may proceed without you, and
a judgment may be entered against you by the Court without
further notice for any money claimed in the Complaint or for any
other claim or relief requested by the Plaintiffs. You may lose
money or property or other rights important to you.
YOU SHOULD TAKE THIS PAPER TO YOUR LAWYER AT ONCE. IF YOU
DO NOT HAVE A LAWYER OR CANNOT AFFORD ONE, GO TO OR TELEPHONE THE
OFFICE SET FORTH BELOW TO FIND OUT WHERE YOU CAN GET LEGAL HELP.
CUMBERLAND COUNTY BAR ASSOCIATION
2 Liberty Avenue
Carlisle, PA 17013
(717) 249-3166
Le han demandado a usted enla torte. Si usted quiere
defenderse de estas demandas expuestas en las paginas siquientes,
usted tiene viente (20) dias de plazo al partie de la fecha de la
demanda y la notification. Usted debe presentar una apariencia
escrita o en persona o por abogado y archivar en la torte en
forma escrita sus defensas o sus objeciones a las demandas en
contra de su persona. Sea avisado que si usted no se defiende,
la torte tomara medidas y puede entrar una Orden contra usted sin
previo aviso o notification y por cualquier queja o alivio que es
pedido en la petition de demanda. Usted puede perder dinero 0
sus propiedades o otros derechos importantes para usted.
LLEVE ESTA DEMANDA A UN ABOGADO IMMEDIATAMENTE. SI NO TIENE
ABOGADO O SI NO TIENE EL DINERO SUFICIENTE DE PAGAR TAL SERVICIO,
VAYA EN PERSONA O LLAME POR TELEFONO A LA OFICINA CUYA D
SE ENCUENTRA ESCRITA ABAJO PARR AVERIGUAR DONDE SE PUEDE
CONSEGUIR ASISTENCIA LEGAL.
CUMBERLAND COUNTY BAR ASSOCIATION
2 Liberty Avenue
Carlisle, PA 17013
(717) 249-3166
Dated: \~ ~ ~I
FRIEDMAN & KING, P.C.
Richhrd S. Friedman, Esquire
600 North Second St.
Penthouse Suite
P. O. Box 984
Harrisburg, PA 17108
(717) 236-8000
THE ESTATE OF ERIC E. STUM,
by EDWARD L. STUM,
Administrator, and EDWARD L.
STUM and NANCY E. STUM,
Individually,
Plaintiffs
v.
GORDON OCKER and DONNA OCKER,
husband and wife, and
BENJAMIN G. OCKER,
Defendants
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
NO. ® ~ x/.2.3 Cc~ ~T.,w-~
CIVIL ACTION - LAW
COMPLAINT
1. Plaintiff, Edward L. Stum, is an adult individual
residing at 2 Meadows Road, Newville, Cumberland County,
Pennsylvania 17241. Plaintiff, Edward L. Stum, is the
Administrator of the Estate of Eric E. Stum, deceased
("Decedent") having been appointed by the Register of Wills of
Cumberland County, Pennsylvania on July 29, 1999, and is also the
surviving father of the Decedent.
2. Plaintiff, Nancy E. Stum, is an adult individual
residing at 2 Meadows Road, Newville, Cumberland County,
Pennsylvania 17241, and is the wife of Plaintiff, Edward L.
Stum, and is also the surviving mother of Decedent.
3. Defendants, Gordon and Donna Ocker, are adult
individuals, husband and wife, and reside at 31 Stone Ledge Road,
Newville, Cumberland County, Pennsylvania 17241.
4. Defendant, Benjamin G. Ocker, is an adult
individual, who resides at 31 Stone Ledge Road, Newville,
Cumberland County, Pennsylvania 17241.
5. No person who is not a Plaintiff in this action is
entitled by law to recover damages based upon the death of the
Decedent.
6. On or about July 10,` 1999, Marlin L. Rudy and
Kimberly Rudy purchased alcoholic beverages, including, but not
limited to, a keg of beer for their then minor son, John Rudy.
7. On or about July 10, 1999, John Rudy transported
the above-referenced keg of beer to Defendant Ockers' residence.
8. At that time and place, a party was being held at
the residence of Defendants, Gordon and Donna Ocker, by their
then minor son, Defendant, Benjamin G. Ocker.
9. At that time and place, Defendants, Gordon and
Donna Ocker, knew or should have known based on prior experiences
that their minor son intended to have a party with alcoholic
beverages at their home.
10. At that time and place, several minors, which
included Benjamin G. Ocker, John Rudy, Evan Spencer, and others
consumed alcoholic beverages at the party.
11. At approximately 9:35 p.m., after consuming
alcoholic beverages, Evan Spencer left the party in Evan
Spencer's 1992 Dodge Stealth motor vehicle, along with Eric Stum,
his passenger.
12. As Evan Spencer traveled on SR 11, Penn Township,
Cumberland County, at a high rate of speed, he lost control of
his vehicle, crossed the center line into the wrong lane of
travel, and became involved in a head-on collision.
13. Evan Spencer's inability to safely operate his
motor vehicle and the resulting accident were the direct and
proximate result of him being extremely intoxicated and unable to
properly control his vehicle.
14. As a result of the accident, the Decedent, Eric E.
Stum, suffered injuries which resulted in his death.
COUNT I
SURVIVAL ACTION
and Donna Ocker
15. Paragraphs 1 through 14 are incorporated herein by
reference as though more fully set forth at length.
16. Plaintiff brings this survival action under 20 Pa.
Cons. Stat. Ann. §3373 and 42 Pa. Consolidated Statute Annotated
§8302.
17. The foregoing incident and the resulting fatal
injuries sustained by the Decedent, are the direct and proximate
result of willful, wanton, reckless and negligent behavior of the
Defendants, Gordon Ocker and Donna Ocker, which consisted of the
following:
A. Permitting their minor son, Benjamin G. Ocker,
to have a party at their home.
B. Permitting alcoholic beverages to be served at
the party, although they knew or should have known that it would
be consumed by minors, including Evan Spencer.
C. Permitting their son, Benjamin G. Ocker, to
consume alcoholic beverages, although he was not of legal
drinking age.
D. Allowing their son, Benjamin G. Ocker, and his
minor friends to consume alcoholic beverages on their premises.
E. Intending to furnish, agreeing to furnish, or
promoting the furnishing of alcohol to various minors, including
Evan Spencer.
F. Furnishing, agreeing to furnish, or promoting
the furnishing of alcohol to various minors, including Evan
Spencer.
G. Failing to provide adequate parental
supervision of their son, Benjamin G. Ocker.
18. As a direct and proximate result of the aforesaid
behavior of Defendants, Gordon Ocker and Donna Ocker, the
Defendants are liable for the following damages:
A. Decedent's pain and suffering between the time
of his injuries and the time of his death.
B. Decedent's total estimated future earning
power, less his estimated cost of personal maintenance.
C. Decedent's loss of retirement and Social
Security income.
D. Decedent's other financial losses suffered as
a result of his death.
E. Decedent's loss of enjoyment of life.
Plaintiff demands judgment against the
Defendants, Gordon Ocker and Donna Ocker, for a sum in excess of
$25,000.00, exclusive of interest and costs, and in excess of any
jurisdictional amount requiring compulsory arbitration.
COUNT II
WRONGFUL DEATH ACTION
Plaintiffs, Edward L. Stum and Nancv E. Stum, individually
v. Defendants. Gordon Ocker and Donna Ocker
19. Paragraphs 1 through 18 of the Complaint are
incorporated herein by reference as though more fully set forth
at length.
20. The Plaintiffs bring this action pursuant to
Pennsylvania Wrongful Death Act, 42 Pa. Consolidated Statute
Annotated §8301 and Pa. R.C.P. No. 2202(a).
21. The Decedent was survived by the Plaintiffs, who
alone are entitled to recover damages for his death.
22. The Decedent did not bring an action for personal
injuries during his lifetime, and no other action for the death
of the Decedent has been commenced against the Defendants.
23. As a direct and proximate result of the aforesaid
behavior of the Defendants, the Plaintiffs suffered and the
Defendants are liable for the following damages:
A. Funeral expenses for the Decedent.
B. Expenses of administration related to the
Decedent's injuries and death.
C. The Plaintiffs' deprivation and injury as a
result of the loss of the support, comfort, counsel, aid,
association, care and services of the Decedent.
D. Such other damages as are permissible in a
wrongful death action.
WHEREFORE, Plaintiffs demand judgment against the
Defendants, Gordon Ocker and Donna Ocker, for a sum in excess of
$25,000.00, exclusive of interest and costs, and in excess of any
jurisdictional amount requiring compulsory arbitration.
COUNT III
PUNITIVE DAMAGES
Plaintiffs. Edward L. Stum. Administrator
of the Estate of Eric E. Stum and Edward L. Stum and
Nancy E. Stum. Individually v. Defendants,
Gordon Ocker and Donna Ocker
24. Paragraphs 1 through 23 of the Complaint are
incorporated herein by reference as though more fully set forth
at length.
25. Defendants', Gordon and Donna Ocker, conduct of
permitting their then minor son to have a party at their
residence, including alcoholic beverages, while they were not at
home constitutes outrageous conduct and reckless indifference to
the rights of other persons. Defendants knew or should have
known that alcohol would be consumed by minors, which created a
high risk to other persons.
26. Said conduct of Defendants constitutes wanton and
willful negligence, is outrageous and entitles the Plaintiffs to
an award of punitive damages.
WHEREFORE, Plaintiffs demand judgment against the
Defendants, Gordon Ocker and Donna Ocker, for a sum in excess of
$25,000.00, exclusive of interest and costs, and in excess of any
jurisdictional amount requiring compulsory arbitration.
COUNT IV
SURVIVAL ACTION
27. Paragraphs 1 through 14 are incorporated herein by
reference as though more fully set forth at length.
28. Plaintiff brings this survival action under 20 Pa.
Cons. Stat. Ann. §3373 and 42 Pa. Consolidated Statute Annotated
§8302.
29. The foregoing incident and the resulting fatal
injuries sustained by the Decedent, are the direct and proximate
result of willful, wanton, reckless and negligent behavior of the
Defendant, Benjamin G. Ocker, which consisted of the following:
A. Hosting a party with his parents' permission.
B. Permitting alcoholic beverages to be served
and consumed, although they knew or should have known that it
would be served to minors, including Evan Spencer.
C. Facilitating the consumption of alcoholic
beverages by minors.
D. Intending to furnish, agreeing to furnish, or
promoting the furnishing of alcohol to various minors, including
Evan Spencer.
E. Furnishing, agreeing to furnish, or promoting
the furnishing of alcohol to various minors, including Evan
Spencer.
30. As a direct and proximate result of the aforesaid
behavior of Defendant, Benjamin G. Ocker, the Defendant is liable
for the following damages:
A. Decedent's pain and suffering between the time
of his injuries and the time of his death.
B. Decedent's total estimated future earning
power, less his estimated cost of personal maintenance.
C. Decedent's loss of retirement and Social
Security income.
D. Decedent's other financial losses suffered as
a result of his death.
E. Decedent's loss of enjoyment of life.
Plaintiff demands judgment against the
Defendant, Benjamin G. Ocker, for a sum in excess of $25,000.00,
exclusive of interest and costs, and in excess of any
jurisdictional amount requiring compulsory arbitration.
COUNT V
WRONGFUL DEATH ACTION
31. Paragraphs 1 through 14 and 27 through 30 of the
Complaint are incorporated herein by reference as though more
fully set fortri at length.
32. The Plaintiffs bring this action pursuant to
Pennsylvania Wrongful Death Act, 42 Pa. Consolidated Statute
Annotated §8301 and Pa. R.C.P. No. 2202(a).
33. The Decedent was survived by the Plaintiffs, who
alone are entitled to recover damages for his death.
34. The Decedent did not bring an action for personal
injuries during his lifetime, and no other action for the death
of the Decedent has been commenced against the Defendant.
35. As a direct and proximate result of the aforesaid
behavior of the Defendant, the Plaintiffs suffered and the
Defendant is liable for the following damages:
A. Funeral expenses for the Decedent.
B. Expenses of administration related to the
Decedent's injuries and death.
C. The Plaintiffs' deprivation and injury as a
result of the loss of the support, comfort, counsel, aid,
association, care and services of the Decedent.
D. Such other damages as are permissible in a
wrongful death action.
WHEREFORE, Plaintiffs demand judgment against the
Defendant, Benjamin G. Ocker, for a sum in excess of $25,000.00,
exclusive of interest and costs, and in excess of any
jurisdictional amount requiring compulsory arbitration.
COIINT VI
PIINITIVE DAMAGES
36. Paragraphs 1 through 14 and 27 through 35 of the
Complaint are incorporated herein by reference as though more
fully set forth at length.
37. Defendant's, Benjamin G. Ocker, conduct of hosting
a party without alcoholic beverages constitutes outrageous
conduct and reckless indifference to the rights of other persons.
Defendant knew or should have known that alcohol would be
consumed by minors, creating a high risk to other persons.
38. Said conduct of Defendant constitutes wanton and
willful negligence, is outrageous and entitles the Plaintiffs to
an award of punitive damages.
WHEREFORE, Plaintiffs demand judgment against the
Defendant, Benjamin G. Ocker, for a sum in excess of $25,000.00,
exclusive of interest and costs, and in excess of any
jurisdictional amount requiring compulsory arbitration.
Date•
Respectfully submitted,
FRIEDMAN & KING, P.C.
Ric and S. Friedman,
60 N. Second Street
Penthouse Suite
P. O. Box 984
Harrisburg, PA 17108
(717) 236-8000
k/p:pleadings\stum.cmp
I, Edward L. Stum, Administrator of the Estate of Eric
E. Stum, and we, Edward L. Stum and Nancy E. Stum, individually,
hereby acknowledge that we are the Plaintiffs in the foregoing
action; that we have read the foregoing Complaint; and the facts
stated therein are true and correct to the best of our knowledge,
information and belief.
We understand that any false statements herein are made
subject to penalties of 18 Pa. C.S. Section 4904, relating to
unsworn falsification to authorities.
~~ /z~.a.otar~,~e;7
Edward L. Stum, Administrator
of the Estate of Eric E. Stum
dE wa um
~~2ah.~tic. ~~
Nancy Stum
Dated: ~~~~~
Ai SHERIFF'S RETURN - REGULAR
CASE NO: 2001-04123 P
COMMONWEALTH OF PENNSYLVANIA:
COUNTY OF CUMBERLAND
STUM ERIC E ESTATE OF ET AL
VS
OCKER GORDON ET AL
BRYAN WARD Sheriff or Deputy Sheriff of
Cumberland County,Pennsylvania, who being duly sworn according to law,
says, the within COMPLAINT & NOTICE was served upon
OCKER
the
DEFENDANT at 1845:00 HOURS, on the 10th day of July 2001
at 31 STONELEDGE ROAD
NEWVILLE, PA 17241 by handing to
BENJAMIN OCKER, SON
a true and attested copy of COMPLAINT & NOTICE together with
and at the same time directing His attention to the contents thereof.
Sheriff's Costs:
Docketing 6.00
Service .00
Affidavit .00
Surcharge 10.00
.00
16.00
Sworn and Subscribed to before
me this .?3~( day of
~U-Q. o2tr A . D .
Prothonotary
So Answers:
~~~
R. Thomas Kline
07/11/2001
FRIEDMAN & KING
By:
Depu Sheri f
SHERIFF'S RETURN - REGULAR
Y=
CASE NO: 2001-04123 P
COMMONWEALTH OF PENNSYLVANIA:
COUNTY OF CUMBERLAND
STUM ERIC E ESTATE OF ET AL
VS
OCKER GORDON ET AL
BRYAN WARD Sheriff or Deputy Sheriff of
Cumberland County,Pennsylvania, who being duly sworn according to law,
says, the within COMPLAINT & NOTICE was served upon
OCKER BENJAMIN E
the
DEFENDANT at 1845:00 HOURS, on the 10th day of July 2001
at 31 STONELEDGE RD
NEWVILLE, PA 17241
BENJAMIN OCKER
by handing to
a true and attested copy of COMPLAINT & NOTICE together with
and at the same time directing His attention to the contents thereof.
Sheriff's Costs:
Docketing 6.00
Service .00
Affidavit .00
Surcharge 10.00
.00
16.00
Sworn and Subscribed to before
me this ~3,,,,~ day of
A.D.
2J..~ /Yl.~.~ ~7°~
P o honotary
So Answers:
~~~~
R. Thomas Kline
07/11/2001
FRIEDMAN & KING
By:
Deputy eriff
SHERIFF'S RETURN - REGULAR
.. ,.
CASE N0: 2001-04123 P
COMMONWEALTH OF PENNSYLVANIA:
COUNTY OF CUMBERLAND
STUM ERIC E ESTATE OF ET AL
VS
OCKER CORDON ET AL
BRYAN WARD
Sheriff or Deputy Sheriff of
Cumberland County,Pennsylvania, who being duly sworn according to law,
says, the within COMPLAINT & NOTI
was served upon
OCKER CORDON the
DEFENDANT at 1845:00 HOURS, on the 10th day of July 2001
at 31 STONELEDGE ROAD
NEWVILLE, PA 17241 by handing to
BENJAMIN OCKER, SON
a true and attested copy of COMPLAINT & NOTICE together with
and at the same time directing His attention to the contents thereof.
Sheriff's Costs:
Docketing 18.00
Service 9.10
Affidavit .00
Surcharge 10.00
.00
37.10
Sworn and Subscribed to before
me this a3,ur day of
~'~T
Pr t onotary `
So Answers:
~~
R. Thomas Kline
07/11/2001
FRIEDMAN & KING
By. ~ C
Deputy S rif
THE ESTATE OF ERIC E. STUM,
BY EDWARD L. STUM,
ADMINISTRATOR, AND EDWARD L.
STUM AND NANCEY E. STUM,
INDIVIDUALLY
Plaintiffs
v.
GORDON OCKER AND DONNA
OCKER, HUSBAND AND WIFE, and
BENJAMIN G. OCKER,
Defendants
CIVIL ACTION -LAW
DOCKET NO: 01-4123 Civil Term
JURY TRIAL DEMANDED
NOTICE TO PLEAD
TO: THE ESTATE OF ERIC E. STUM, BY EDWARD L. STUM,
ADMINISTRATOR, AND EDWARD L. STUM
AND NANCEY E. STUM, INDIVIDUALLY
c/o Richard S. Friedman, Esquire
800 North Second Street
P.O. Box 984
Harrisburg, Pa 17108
YOU ARE HEREBY NOTIFIED TO PLEAD TO THE WITHIN PRELIMINARY
OBJECTIONS OF DEFENDANT. BENJAMIN OCKER TO PLAINTIFF'S COMPLAINT WITHIN
TWENTY (20) DAYS OF SERVICE OR A DEFAULT JUDGMENT MAY BE ENTERED AGAINST
YOU.
Respectfully submitted,
Date: July 24; 2001
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY, PENNA.
MARSHALL & HADDICK, P.C.
~. ~~
Charles E. Haddick, Jr., Esquire
Attorney I.D. No: 55666
Lori Adamcik Kariss, Esquire
Attorney I.D. No: 66465
20 South 36th Street
Camp Hill, PA 17011
(717)731-4800
Attorney for Gordon and Donna Ocker and
Benjamin Ocker, ONLY
THE ESTATE OF ERIC E. STUM,
BY EDWARD L. STUM,
ADMINISTRATOR, AND EDWARD L.
STUM AND NANCEY E. STUM,
INDIVIDUALLY
Plaintiffs
IN THE COURT OF COMMON PLEAS
:OF CUMBERLAND COUNTY, PENNA.
CIVIL ACTION -LAW
DOCKET NO: 01-4123
v.
GORDON OCKER AND DONNA
OCKER, HUSBAND AND WIFE, and
BENJAMIN G. OCKER,
Defendants JURY TRIAL DEMANDED
ORDER
AND NOW, this !day of , 2001 it is ORDERED that the
Preliminary Objections filed by Defendant Benjamin G. Ocker are SUSTAINED and
that Plaintiffs' Complaint is
with prejudice.
BY THE COURT:
J.
5
THE ESTATE OF ERIC E. STUM, : IN THE COURT OF COMMON PLEAS
8Y EDWARD L. STUM, :OF CUMBERLAND COUNTY, PENNA.
ADMINISTRATOR, AND EDWARD L.
STUM AND NANCEY E. STUM,
INDIVIDUALLY
Plaintiffs
CIVIL ACTION -LAW
DOCKET NO: 01-4123
v.
GORDON OCKER AND DONNA
OCKER, HUSBAND AND WIFE, and
BENJAMIN G. OCKER,
Defendants JURY TRIAL DEMANDED
ORDER
AND NOW, this _ day of , 2001 it is ORDERED that the
Preliminary Objections filed by Defendant Benjamin G. Ocker are SUSTAINED and
that Count VI of Plaintiffs' Complaint is DISMISSED with prejudice.
BY THE COURT:
6
e
THE ESTATE OF ERIC E. STUM,
BY EDWARD L. STUM,
ADMINISTRATOR, AND EDWARD L.
STUM AND NANCEY E. STUM,
INDIVIDUALLY
Plaintiffs
v.
GORDON OCKER AND DONNA
OCKER, HUSBAND AND WIFE, and
BENJAMIN G. OCKER,
Defendants
CIVIL ACTION -LAW
DOCKET NO: 01-4123
JURY TRIAL DEMANDED
PRELIMINARY OBJECTIONS OF DEFENDANT, BENJAMIN G. OCKER,
TO PLAINTIFFS' COMPLAINT
AND NOW comes the Defendant, Benjamin G. Ocker, by and through his
counsel, Marshall & Haddick, P.C., and files the instant Preliminary Objections to
Plaintiffs' Complaint pursuant to Pa. R.C.P. 1028(a)(4).
1. Plaintiffs allege that their decedent, Eric E. Stum, suffered injuries in
an automobile accident that occurred on or about July 10, 1999 which resulted in his
death. See Plaintiffs' Complaint at paragraph 14. (A true copy of Plaintiffs'
Complaint is attached hereto as Exhibit "A").
2. Plaintiffs allege that Benjamin Ocker held a party at his parents'
residence, at which Benjamin and other minors consumed alcoholic beverages. See
paragraphs 8, 10 of Plaintiffs' Complaint.
Preliminary Objection pursuant to Pa. R.C.P. 1028 (a) (4)
3. Defendant incorporates by reference paragraphs 1 - 2 above as if fully
e
IN THE COURT OF COMMON PLEAS
:OF CUMBERLAND COUNTY, PENNA.
set forth herein.
4. In Paragraph 25 of their Complaint, Plaintiffs allege that their decedent
was fatally injured as a result of the willful, wanton, reckless and negligent behavior
on the part of Benjamin G. Ocker, which allegedly consisted of the following:
(a) Hosting a party with his parents' permission.
(b) Permitting alcoholic beverages to be served and consumed, although
they [sic] knew or should have known that it would be served to
minors, including Evan Spencer.
(c) Facilitating the consumption of alcoholic beverages by minors.
(d) Intending to furnish, agreeing to furnish, or promoting the furnishing of
alcohol to various minors, including Evan Spencer.
(e) Furnishing, agreeing to furnish, or promoting the furnishing of alcohol
to various minors, including Evan Spencer.
5. Pennsylvania Rule of Civil Procedure 1028(a)(4) authorizes a
preliminary objection on the grounds of the legal insufficiency of a pleading
(demurrer).
6. Plaintiffs have failed to state a claim against Benjamin G. Ocker
because Pennsylvania law does not permit a minor to be held civilly liable for the act
of furnishing alcohol to other minors. Kapres v. Heller, 536 Pa. 551, 640 A.2d 888
(1994).
WHEREFORE Benjamin G. Ocker respectfully requests that this Honorable
Court grant his Preliminary Objections and that Plaintiffs' Complaint be dismissed
with prejudice.
Alternative Preliminary Objection pursuant to Pa. R.C.P. 1028 (a) (4)
7. Paragraphs 1 - 6 are incorporated herein by reference.
2
8. Pennsylvania Rule of Civil Procedure 1028(a)(4) authorizes a
preliminary objection on the grounds of the legal insufficiency of a pleading
(demurrer).
9. Plaintiffs' Complaint contains a claim against Defendant Benjamin G.
Ocker for punitive damages. See Count VI of Plaintiffs' Complaint.
10. First, Defendant Benjamin G. Ocker seeks the dismissal of Count VI of
Plaintiffs' Complaint for failing to state a claim upon which relief can be granted.
There is no independent cause of action for punitive damages recognized by the law
of this Commonwealth.
11. Secondly, with respect to any claim for punitive damages asserted
against Defendant Benjamin G. Ocker by way of the remainder of the Complaint, this
Court should strike same for legal insufficiency.
12. Punitive damages are not available in a wrongful death action. Harvey
v. Hassinger, 315 Pa. Super. 97, 100, 461 A.2d 814, 815 (1983).
13. Punitive damages are not recoverable in a survival action unless the
decedent could have recovered them had he survived. Id. at 102, 461 A.2d at 816.
14. Punitive damages are warranted only when a defendant's conduct is
outrageous, because of an evil motive or reckless indifference to the rights of others.
Feld v. Merriam, 506 Pa. 383, 485 A.2d 742 (1984); Restatement (Second) of Torts
§908(2).
15. Allegations of negligence or gross negligence can not support a claim
for punitive damages. Martin v. Johns-Manville Corp., 508 Pa. 154, 494 A.2d 1088
(1985).
3
16. Plaintiffs' Complaint does not contain allegations sufficient to support a
finding that Benjamin G. Ocker acted intentionally, maliciously, or in conscious
disregard of a known and realized risk to their decedent.
17. The allegations in Plaintiffs' Complaint are legally insufficient to
support a finding of the state of mind required to award punitive damages.
18. Plaintiffs have failed to state a claim for punitive damages against
Defendant Benjamin G. Ocker.
WHEREFORE, Defendant Benjamin G. Ocker respectfu{{y requests that this
Honorable Court grant his Preliminary Objections and strike all claims for punitive
damages asserted by the Plaintiffs.
Respectfully submitted,
MARSHALL & HADDICK, P.C.
Date: d
Z~ ~ I s . Had i k, Jr., Esquire
Attorney I.D. No. 5666
Lori Adamcik Kariss, Esquire
Attorney I.D. No. 66465
20 South 36~h Street
Camp Hill, PA 17011
(717) 731-4800
Counsel for Defendant
Benjamin G. Ocker
4
CERTIFICATE OF SERVICE
AND NOW, this2 day of July, 2001, I, Charles E. Haddick, Jr., Esquire,
hereby certify that I did serve a true and correct copy of the foregoing upon all
counsel of record by depositing, or causing to be deposited, same in the U.S.
mail, postage prepaid, at Harrisburg, Pennsylvania, addressed as follows:
By First-Class Mail:
Richard S. Friedman, Esquire
600 North Second Street
P.O. Box 984
Harrisburg, Pa 17108
s .Haddick, Jr., Esquire
7
THE ESTATE OF ERIC E. STUM,
by EDWARD L. STUM,
Administrator, and EDWARD L,
STUM and NANCY E. STUM,
Individually,
Plaintiffs
v.
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
GORDON OCKER and DONNA OCKER,
husband and wife, and
BENJAMIN G. OCKER, CIVIL ACTION - LAW
Defendants
NOTICE
TO DEFENDANTS NAMED HEREIN:
You have been sued in Court. If you wish to defend against
the claims set forth in the following pages, you must take action
within twenty (20) days after this Complaint and Notice are
served, by entering a written appearance personally or by
attorney and filing in writing with the Court your defenses or
objections to the claims set forth against you. You are warned
that if you fail to do so, the case may proceed without you, and
a judgment may be entered against you by the Court without
further notice for any money claimed in the Complaint or for any
other claim or relief requested by the Plaintiffs. You may lose
money or property or .other rights important to you.
YOU SHOULD TAKE THIS PAPER TO YOUR LAWYER AT ONCE. IF YOU
DO NOT HAVE A LAWYER OR CANNOT AFFORD ONE, GO TO OR TELEPHONE THE
OFFICE SET FORTH BELOW TO FIND OUT WHERE YOU CAN GET LEGAL HELP.
CUMBERLAND COUNTY BAR ASSOCIATION
2 Liberty Avenue
Carlisle, PA 17013
(717) 249-3166
Le han demandado a usted enla torte. Si usted quiere
defenderse de estas demandas expuestas en las paginas siguientes,
usted time viente (20) dias de plazo al partie de la fecha de la
demanda y la notification. Usted debe presentar una apariencia
escrita o en persona o por abogado y archivar en la torte en
forma escrita sus defensas o sus objeciones a las demandas en
contra de su persona. Sea avisado que si usted no se defiende,
la torte tomara medidas y puede entrar una Orden contra usted sin
previo aviso o notification y por cualquier queja o alivio que es
pedido en la petition de demanda. Usted puede perder dinero 0
sus propiedades o otros derechos importantes para usted.
~ ~~ ~ ~~
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LLEVE ESTA DEMANDA A UN ABOGADO IMMEDIATAMENTE. SI NO TIENE
ABOGADO O SI NO TIENE EL DINERO SUFICIENTE DE PAGAR TAL SERVICIO,
VAYA EN PERSONA O LLAME POR TELEFONO A LA OFICINA CUYA DIRECCION
SE ENCUENTRA ESCRITA ABAJO PARR AVERIGUAR DONDE SE PUEDE
CONSEGUIR ASISTENCIA LEGAL.
CUMBERLAND COUNTY BAR ASSOCIATION
2 Liberty Avenue
Carlisle, PA 17013
(717) 249-3166
Dated:~tQ d /~ ~~
FRIEDMAN & KING, P.C.
Richhrd S. Friedman, Esquire
600 North Second St.
Penthouse Suite
P. O. Box 984
Harrisburg, PA 17108
(717) 236-8000
THE ESTATE OF ERIC E. STUM,
by EDWARD L. STUM,
Administrator, and EDWARD L.
STUM and NANCY E. STUM,
Individually,
Plaintiffs
v.
GORDON OCKER and DONNA OCKER,
husband and wife, and
BENJAMIN G. OCKER,
Defendants
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
. NO.
CIVIL ACTION - LAW
COMPLAINT
1. Plaintiff, Edward L. Stum, is an adult individual
residing at 2 Meadows Road, Newville, Cumberland County,
Pennsylvania 17241. Plaintiff, Edward L. Stum, is the
Administrator of the Estate of Eric E. Stum, deceased
("Decedent") having been appointed by the Register of Wills of
Cumberland County, Pennsylvania on July 29, 1999, and is also the
surviving father of the Decedent.
2. Plaintiff, Nancy E. Stum, is an adult individual
residing at 2 Meadows Road, Newville, Cumberland County,
Pennsylvania 17241, and is the wife of Plaintiff, Edward L.
Stum, and is also the surviving mother of Decedent.
3. Defendants, Gordon and Donna Ocker, are adult
individuals, husband and wife, and reside at 31 Stone Ledge Road,
Newville, Cumberland County, Pennsylvania 17241.
4. Defendant, Benjamin G. Ocker, is an adult
individual, who resides at 31 Stone Ledqe Road, Newville,
Cumberland County, Pennsylvania 17241.
5. No person who is not a Plaintiff in this action is
entitled by law to recover damages based upon the death of the
Decedent.
6. On or about July 10 ," 1999, Marlin L. Rudy and
Kimberly Rudy purchased alcoholic beverages, including, but not
limited to, a keg of beer for their then minor son, John Rudy.
7. On or about July 10, 1999, John Rudy transported
the above-referenced keg of beer to Defendant Ockers' residence.
8. At that time and place, a party was being held at
the residence of Defendants, Gordon and Donna Ocker, by their
then minor son, Defendant, Benjamin G. Ocker.
9. At that time and place, Defendants, Gordon and
Donna Ocker, knew or should have known based on prior experiences
that their minor son intended to have a party with alcoholic
beverages at their home.
10. At that time and place, several minors, which
included Benjamin G. Ocker, John Rudy, Evan Spencer, and others
consumed alcoholic beverages at the party.
11. At approximately 9:35 p.m., after consuming
alcoholic beverages, Evan Spencer left the party in Evan
Spencer's 1992 Dodge Stealth motor vehicle, along with Eric Stum,
his passenger.
~:.
12. As Evan Spencer traveled on SR 11, Penn Township,
Cumberland County, at a high rate of speed, he lost control of
his vehicle, crossed the center line into the wrong lane of
travel, and became involved in a head-on collision.
13. Evan Spencer's inability to safely operate his
motor vehicle and the resulting accident were the direct and
proximate result of him being extremely intoxicated and unable to
properly control his vehicle.
14. As a result of the accident, the Decedent, Eric E.
Stum, suffered injuries which resulted in his death.
COIINT I
SIIRVIVAL ACTION
and Donna Ocker
15. Paragraphs 1 through 14 are incorporated herein by
reference as though more fully set forth at length.
16. Plaintiff brings this survival action under 20 Pa.
Cons. Stat. Ann. §3373 and 42 Pa. Consolidated Statute Annotated
§8302.
17. The foregoing incident and the resulting fatal
injuries sustained by the Decedent, are the direct and proximate
result of willful, wanton, reckless and negligent behavior of the
Defendants, Gordon Ocker and Donna Ocker, which consisted of the
following:
A. Permitting their minor son, Benjamin G. Ocker,
to have a party at their home.
$. Permitting alcoholic beverages to be served at
the party, although they knew or should have known that it would
be consumed by minors, including Evan Spencer.
C. Permitting their son, Benjamin G. Ocker, to
consume alcoholic beverages, although he was not of legal
drinking age.
O. Allowing their son, Benjamin G. Ocker, and his
minor friends to consume alcoholic beverages on their premises.
E. Intending to furnish, agreeing to furnish, or
promoting the furnishing of alcohol to various minors, including
Evan Spencer.
F. Furnishing, agreeing to furnish, or promoting
the furnishing of alcohol to various minors, including Evan
Spencer.
G. Failing to provide adequate parental
supervision of their son, Benjamin G. Ocker.
18. As a direct and proximate result of the aforesaid
behavior of Defendants, Gordon Ocker and Donna Ocker, the
Defendants are liable for the following damages:
A. Decedent's pain and suffering between the time
of his injuries and the time of his death.
B. Decedent's total estimated future earning
power, less his estimated cost of personal maintenance.
C. Decedent's loss of retirement and Social
Security income.
.,.._.. _... ,__. _. ._. _.................~ ,.... :.. • I ...
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D. Decedent's other financial losses suffered as
a result of his death.
E. Decedent's loss of enjoyment of life.
WHEREFORE, Plaintiff demands judgment against the
Defendants, Gordon Ocker and Donna Ocker, for a sum in excess of
,25,000.00, exclusive of interest and costs, and in excess of any
jurisdictional amount requiring compulsory arbitration.
COUNT II
WRONGFIIL DEATH ACTION
Plaintiffs, Edward L. Stum and Nancy E. Stum, individually
v. Defendants. Gordon Ocker and Donna Ocker
19. Paragraphs 1 through 18 of the Complaint are
incorporated herein by reference as though more fully set forth
at length.
20. The Plaintiffs bring this action pursuant to
Pennsylvania Wrongful Death Act, 42 Pa. Consolidated Statute
Annotated §8301 and Pa. R.C.P. No. 2202(a).
21. The Decedent was survived by the Plaintiffs, who
alone are entitled to recover damages for his death.
22. The Decedent did not bring an action for personal
injuries during his lifetime, and no other action for the death
of the Decedent has been commenced against the Defendants.
23. As a direct and proximate result of the aforesaid
behavior of the Defendants, the Plaintiffs suffered and the
Defendants are liable for the following damages:
A. Funeral expenses for the Decedent.
.,~~,
B. Expenses of administration related to the
Decedent's injuries and death.
C. The Plaintiffs' deprivation and injury as a
result of the loss of the support, comfort, counsel, aid,
association, care and services of the Decedent.
D. Such other damages as are permissible in a
wrongful death action.
WHEREFORE, Plaintiffs demand judgment against the
Defendants, Gordon Ocker and Donna Ocker, for a sum in excess of
$25,000.00, exclusive of interest and costs, and in excess of any
jurisdictional amount requiring compulsory arbitration.
COUNT III
PUNITIVE DAMAGES
Plaintiffs. Edward L. Stum, Administrator
of the Estate of Eric E. Stum and Edward L. Stum and
Nance E. Stum. Individually v. Defendants,
Gordon Ocker and Donna Ocker
24. Paragraphs 1 through 23 of the Complaint are
incorporated herein by reference as though more fully set forth
at length.
25. Defendants', Gordon and Donna Ocker, conduct of
permitting their then minor son to have a party at their
residence, including alcoholic beverages, while they were not at
home constitutes outrageous conduct and reckless indifference to
the rights of other persons. Defendants knew or should have
known that alcohol would be consumed by minors, which created a
high risk to other persons.
26. Said conduct of Defendants constitutes wanton and
willful negligence, is outrageous and entitles the Plaintiffs to
an award of punitive damages.
WHEREFORE, Plaintiffs demand judgment against the
Defendants, Gordon Ocker and Donna Ocker, for a sum in excess of
$25,000.00, exclusive of interest and costs, and in excess of any
jurisdictional amount requiring compulsory arbitration.
COUNT IV
SURVIVAL ACTION
27. Paragraphs 1 through 14 are incorporated herein by
reference as though more fully set forth at length.
28. Plaintiff brings this survival action under 20 Pa.
Cons. Stat. Ann. §3373 and 42 Pa. Consolidated Statute Annotated
§8302.
29. The foregoing incident and the resulting fatal
injuries sustained by the Decedent, are the direct and proximate
result of willful, wanton, reckless and negligent behavior of the
Defendant, Benjamin G. Ocker, which consisted of the following:
A. Hosting a party with his parents' permission.
B. Permitting alcoholic beverages to be served
and consumed, although they knew or should have known that it
Would be served to minors, including Evan Spencer.
C. Facilitating the consumption of alcoholic
beverages by minors.
D. Intending to furnish, agreeing to furnish, or
promoting the furnishing of alcohol to various minors, including
Evan Spencer.
E. Furnishing, agreeing to furnish, or promoting
the furnishing of alcohol to various minors, including Evan
Spencer.
30. As a direct and proximate result of the aforesaid
behavior of Defendant, Benjamin G. Ocker, the Defendant is liable
for the following damages:
A. Decedent's pain and suffering between the time
of his injuries and the time of his death.
B. Decedent's total estimated future earning
power, less his estimated cost of personal maintenance.
C. Decedent's loss of retirement and Social
Security income.
D. Decedent's other financial losses suffered as
a result of his death.
E. Decedent's loss of enjoyment of life.
WHEREFORE, Plaintiff demands judgment against the
Defendant, Benjamin G. Ocker, for a sum in excess of $25,000.00,
exclusive of interest and costs, and in excess of any
jurisdictional amount requiring compulsory arbitration.
COUNT V
WRONGFUL DEATH ACTION
31, paragraphs 1 through 14 and 27 through 30 of the
Complaint are incorporated herein by reference as though more
fully set forth at length.
32. The Plaintiffs bring this action pursuant to
Pennsylvania Wrongful Death Act, 42 Pa. Consolidated Statute
Annotated §8301 and Pa. R.C.P. No. 2202(a).
33. The Decedent was survived by the Plaintiffs, who
alone are entitled to recover damages for his death.
34. The Decedent did not bring an action for personal
injuries during his lifetime, and no other action for the death
of the Decedent has been commenced against the Defendant.
35. As a direct and proximate result of the aforesaid
behavior of the Defendant, the Plaintiffs suffered and the
Defendant is liable for the following damages:
A. Funeral expenses for the Decedent.
B. Expenses of administration related to the
Decedent's injuries and death.
C. The Plaintiffs' deprivation and injury as a
result'of the loss of the support, comfort, counsel, aid,
association, care and services of the Decedent.
D. Such other damages as are permissible in a
wrongful death action.
w
WHEREFORE, Plaintiffs demand judgment against the
Defendant, Benjamin G. Ocker, for a sum in excess of $25,000.00,
exclusive of interest and costs, and in excess of any
jurisdictional amount requiring compulsory arbitration.
COUNT VI
PUNITIVE DAMAGES
36. Paragraphs 1 through 14 and 27 through 35 of the
Complaint are incorporated herein by reference as though more
fully set forth at length.
37. Defendant's, Benjamin G. Ocker, conduct of hosting
a party without alcoholic beverages constitutes outrageous
conduct and reckless indifference to the rights of other persons.
Defendant knew or should have known that alcohol would be
consumed by minors, creating a high risk to other persons.
38. Said conduct of Defendant constitutes wanton and
willful negligence, is outrageous and entitles the Plaintiffs to
an award of punitive damages.
Benjamin G. Ocker
,. ,~
Plaintiffs demand judgment against the
Defendant, Benjamin G. Ocker, for a sum in excess of $25,000.00,
exclusive of interest and costs, and in excess of any
jurisdictional amount requiring compulsory arbitration.
Date:
Respectfully submitted,
FRIEDMAN & KING, P.C.
..,
60 N. Second Street
Penthouse Suite
P. O. Box 984
Harrisburg, PA 17108
(717) 236-8000
k/p:pleadings\stum.cmp
,. ' . ~
VERIFICATION
I, Edward L. Stum, Administrator of the Estate of Eric
E. Stum, and we, Edward L. Stum and Nancy E. Stum, individually,
hereby acknowledge that we are the Plaintiffs in the foregoing
action; that we have read the foregoing Complaint; and the facts
stated therein are true and correct to the best of our knowledge,
information and belief.
We understand that any false statements herein are made
subject to penalties of 18 Pa. C.S. Section 4904, relating to
unsworn falsification to authorities.
Edward L. Stum, Administrator
of the Estate of Eric E. Stum
dwE ate' rd L. S um ~
Nancy Stum
Dated: ~C/~"'~~r~~~
THE ESTATE OF ERIC E. STUM, : IN THE COURT OF COMMON PLEAS
BY EDWARD L. STUM, :OF CUMBERLAND COUNTY, PENNA.
ADMINISTRATOR, AND EDWARD L.
STUM AND NANCEY E. STUM,
INDIVIDUALLY
CIVIL ACTION -LAW
Plaintiffs
DOCKET NO: 01-4123
v.
GORDON OCKER AND DONNA
OCKER, HUSBAND AND WIFE, and
BENJAMIN G. OCKER,
Defendants JURY TRIAL DEMANDED
ORDER
AND NOW, this _ day of , 2001 it is ORDERED that the
Preliminary Objections filed by Defendant Benjamin G. Ocker are SUSTAINED and
that Plaintiffs' Complaint is DISMISSED with prejudice.
BY THE COURT:
J.
THE ESTATE OF ERIC E. STUM,
BY EDWARD L. STUM,
ADMINISTRATOR, AND EDWARD L.
STUM AND NANCEY E. STUM,
INDIVIDUALLY
Plaintiffs
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY, PENNA.
CIVIL ACTION -LAW
DOCKET NO: 01-4123
v.
GORDON OCKER AND DONNA
OCKER, HUSBAND AND WIFE, and
BENJAMIN G. OCKER,
Defendants
JURY TRIAL DEMANDED
ORDER
AND NOW, this day of , 2001 it is ORDERED that the
Preliminary Objections filed by Defendant Benjamin G. Ocker are SUSTAINED and
that Count VI of Plaintiffs' Complaint is DISMISSED with prejudice.
BY THE COURT:
J.
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THE ESTATE OF ERIC E. STUM,
BY EDWARD L. STUM,
ADMINISTRATOR, AND EDWARD L.
STUM AND NANCEY E. STUM,
INDIVIDUALLY
Plaintiffs
v.
GORDON OCKER AND DONNA
OCKER, HUSBAND AND WIFE, and
BENJAMIN G. OCKER,
Defendants
CIVIL ACTION -LAW
DOCKET NO: 01-4123 Civil Term
JURY TRIAL DEMANDED
NOTICE TO PLEAD
TO: THE ESTATE OF ERIC E. STUM, BY EDWARD L. STUM,
ADMINISTRATOR, AND EDWARD L. STUM
AND NANCEY E. STUM, INDIVIDUALLY
c/o Richard S. Friedman, Esquire
600 North Second Street
P.O. Box 984
Harrisburg, Pa 17108
YOU ARE HEREBY NOTIFIED TO PLEAD TO THE WITHIN PRELIMINARY
OBJECTIONS OF DEFENDANTS, GORDON OCKER AND DONNA OCKER TO PLAINTIFF'S
COMPLAINT WITHIN TWENTY (20) DAYS OF SERVICE OR A DEFAULT JUDGMENT MAY BE
ENTERED AGAINST YOU.
Date: July 24, 2001
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY, PENNA.
Respectfully submitted,
MARSHALL & HADDICK, P.C.
Attorney for Gordon and Donna Ocker and
Benjamin Ocker, ONLY
20 South 36th Street
Camp Hill, PA 17011
(717)731-4800
~~
Charles E. Haddick, Jr., uire
Attorney I.D. No: 55666
Lori Adamcik Kariss, Esquire
Attorney I.D. No: 66485
1
THE ESTATE OF ERIC E. STUM, : IN THE COURT OF COMMON PLEAS
BY EDWARD L. STUM, :OF CUMBERLAND COUNTY, PENNA.
ADMINISTRATOR, AND EDWARD L. .
STUM AND NANCEY E. STUM,
INDIVIDUALLY
Plaintiffs
CIVIL ACTION -LAW
DOCKET NO: 01-4123
v.
GORDON OCKER AND DONNA
OCKER, HUSBAND AND WIFE, and
BENJAMIN G. OCKER,
Defendants JURY TRIAL DEMANDED
ORDER
AND NOW, this _ day of , 2001, it is hereby ORDERED
and DECREED that the Preliminary Objections filed by Defendants Gordon and
Donna Ocker are SUSTAINED, and paragraph 17(G) of Plaintiffs' Complaint
against them is DISMISSED WITH PREJUDICE.
BY THE COURT:
7
r
THE ESTATE OF ERIC E. STUM, : IN THE COURT OF COMMON PLEAS
BY EDWARD L. STUM, :OF CUMBERLAND COUNTY, PENNA.
ADM{NISTRATOR, AND EDWARD L.
STUM AND NANCEY E. STUM,
INDIVIDUALLY
Plaintiffs
CIVIL ACTION -LAW
DOCKET NO: 01-4123
v.
GORDON OCKER AND DONNA
OCKER, HUSBAND AND WIFE, and
BENJAMIN G. OCKER,
Defendants JURY TRIAL DEMANDED
ORDER
AND NOW, this _ day of , 2001, it is hereby ORDERED
and DECREED that the Preliminary Objections filed by Defendants Gordon and
Donna Ocker are SUSTAINED, and all claims for punitive damages against the
Defendants Gordon and Donna Ocker are DISMISSED WITH PREJUDICE.
BY THE COURT:
8
THE ESTATE OF ERIC E. STUM, : IN THE COURT OF COMMON PLEAS
BY EDWARD L. STUM, :OF CUMBERLAND COUNTY, PENNA.
ADMINISTRATOR, AND EDWARD L.
STUM AND NANCEY E. STUM,
INDIVIDUALLY
Plaintiffs
CIVIL ACTION -LAW
DOCKET NO: 01-4123
v.
GORDON OCKER AND DONNA
OCKER, HUSBAND AND WIFE, and
BENJAMIN G. OCKER,
Defendants JURY TRIAL DEMANDED
PRELIMINARY OBJECTIONS OF DEFENDANTS, GORDON AND DONNA
OCKER, HUSBAND AND WIFE, TO PLAINTIFFS' COMPLAINT
AND NOW come the Defendants, Gordon Ocker and Donna Ocker,
husband and wife, by and through their counsel, Marshall & Haddick, P.C., and
preliminarily object to Plaintiffs' Complaint as follows:
1. Plaintiffs allege that their decedent, Eric E. Stum, suffered injuries
in an automobile accident that occurred on or about July 10, 1999 which resulted
in his death. See Plaintiffs' Complaint at paragraph 14. (A true copy of
Plaintiffs' Complaint is attached hereto as Exhibit "A").
2. Plaintiffs allege that the minor son of Defendants Gordon and
Donna Ocker, Defendant Benjamin G. Ocker, hosted a party at the Ocker home
on July 10, 1999. See paragraph 8 of Plaintiffs' Complaint.
3. Plaintiffs further allege that their decedent was a passenger in a
vehicle driven by Evan Spencer at the time of the accident in question and that
Evan Spencer was unable to operate his vehicle in a safe manner because he
was "extremely intoxicated." See paragraphs 11 - 13 of Plaintiffs' Complaint.
4. Paragraph 17 of Plaintiffs' Complaint alleges that Defendants
Gordon and Donna Ocker acted willfully, wantonly, recklessly and negligently in
the following respects:
(a) Permitting their minor son, Benjamin G. Ocker to have a
party at their home.
(b) Permitting alcoholic beverages to be served at the party,
although they knew or should have known that it would be
consumed by minors, including Evan Spencer.
(c) Permitting their son, Benjamin G. Ocker, to consume
alcoholic beverages although he was not of legal drinking
age.
(d) Allowing their son, Benjamin G. Ocker, and his minor friends
to consume alcoholic beverages on their premises.
(e) Intending to furnish, agreeing to furnish or promoting the
furnishing of alcohol to various minors, including Evan
Spencer.
(f) Furnishing, agreeing to furnish, or promoting the furnishing
of alcohol to various minors, including Evan Spencer.
2
(g) Failing to provide adequate parental supervision of their son,
Benjamin G. Ocker.
5. Plaintiffs allege that as a result of the conduct alleged in paragraph
17 of their Complaint, the Defendants Gordon and Donna Ocker are liable to
them in this wrongful death and survival action. See Plaintiffs' Complaint at
Counts I and II.
6. Plaintiffs also make a claim for punitive damages against
Defendants Gordon and Donna Ocker. See Plaintiffs' Complaint at Count III.
Objection Pursuant to Pa. R.C.P. 1028(a)(4)
7. Paragraphs 1 - 6 are incorporated herein by reference.
8. Pennsylvania Rule of Civil Procedure 1028(a)(4) authorizes a
preliminary objection on the grounds of the legal insufficiency of a pleading
(demurrer).
9. The son of Defendants Gordon and Donna Ocker, Defendant
Benjamin G. Ocker, was born June 28, 1979. See transcript of deposition of
Benjamin G. Ocker taken in connection with six cases currently before this
Honorable Court arising from the same July 10, 1999 accident, at page 10, a true
and correct copy of which is attached hereto as Exhibit B.
10. He was twenty (20) years old on the date of the incident referred to
in Plaintiffs' Complaint. Id.
11. Plaintiffs claim that the Ockers failed to provide adequate parental
supervision of Ben Ocker. See Complaint at paragraph 17(G).
3
12. To the extent that Plaintiffs assert liability against the Ockers as
described above, they have failed to set forth a cause of action against
Defendants Gordon and Donna Ocker upon which relief may be granted.
Maxwell v. Keas, 433 Pa. Super. 70, 639 A.2d 1215 (1994).
13. Liability may not be imposed on parents for the actions of children
over the age of 18 still living at home. Id.
14. As such, the Ockers may not be held liable under the theory that
they failed to properly supervise their son unless he were under the age of 18 at
the time in question.
15. Plaintiffs have therefore failed to state a claim for negligent parental
supervision against Defendants Gordon and Donna Ocker upon which relief may
be granted.
WHEREFORE, Defendants, Gordon Ocker and Donna Ocker respectfully
request that this Honorable Court grant their Preliminary Objections and dismiss
Plaintiffs' claims for negligent parental supervision from the Plaintiffs' Complaint
with prejudice.
Objection Pursuant to Pa. R.C.P. 1028 (a)(4)
16. Paragraphs 1 - 15 are incorporated herein by reference.
17. Pennsylvania Rule of Civil Procedure 1028(a)(4) authorizes a
preliminary objection on the grounds of the legal insufficiency of a pleading
(demurrer).
4
18. Plaintiffs' Complaint contains a claim against Defendants Gordon
and Donna Ocker for punitive damages. See Count III of Plaintiffs' Complaint.
19. First, Defendants Gordon and Donna Ocker seek the dismissal of
Count III of Plaintiffs' Complaint for failing to state a claim upon which relief can
be granted. There is no independent cause of action for punitive damages
recognized by the law of this Commonwealth.
20. Secondly, with respect to any claim for punitive damages asserted
against Defendants Gordon and Donna Ocker by way of the remainder of the
Complaint, this Court should strike same for legal insufficiency.
21. Punitive damages are not available in a wrongful death action.
Harvey v. Hassinger, 315 Pa. Super. 97, 100, 461 A.2d 814, 815 (1983).
22. Punitive damages are not recoverable in a survival action unless
the decedent could have recovered them had he survived. Id. at 102, 461 A.2d
at 816.
23. Punitive damages are warranted only when a defendant's conduct
is outrageous, because of an evil motive or reckless indifference to the rights of
others. Feld v. Merriam, 506 Pa. 383, 485 A.2d 742 (1984); Restatement
(Second) of Torts §908(2).
24. Allegations of negligence or gross negligence can not support a
claim for punitive damages. Martin v. Johns-Manville Corp., 508 Pa. 154, 494
A.2d 1088 (1985).
5
25. Plaintiffs' Complaint does not contain allegations sufficient to
support a finding that Gordon and Donna Ocker acted intentionally, maliciously,
or in conscious disregard of a known and realized risk to their decedent.
26. The allegations in Plaintiffs' Complaint are legally insufficient to
support a finding of the state of mind required to award punitive damages.
27. Plaintiffs have failed to state a claim for punitive damages against
Defendants Gordon and Donna Ocker.
WHEREFORE, Defendants Gordon and Donna Ocker respectfully request
that this Court grant their Preliminary Objections and strike all claims for punitive
damages asserted by the Plaintiffs.
Respectfully submitted,
MARSHALL & HADDICK, P.C.
Date:
? ~ ~ O I Charles E. Ha ick, Jr., Esquire
Attorney I.D. No. 55666
Lori Adamcik Kariss, Esquire
Attorney I.D. No. 66465
20 South 36~h Street
Camp Hill, PA 17011
(717)731-4800
Counsel for Defendants Gordon
and Donna Ocker
6
THE ESTATE OF ERIC E. STUM, IN THE COURT OF COMMON PLEAS
by EDWARD L. STUM, CUMBERLAND COUNTY, PENNSYLVANIA
Administrator, and EDWARD L.
STUM and NANCY E. STUM,
Individually,
Plaintiffs
v. NO. ~ I - 'yl~iJ ~W ~ ~. / /
GORDON OCKER and DONNA OCKER,
husband and wife, and
BENJAMIN G. OCKER, CIVIL ACTION - LAW
Defendants
NOTICE
TO DEFENDANTS NAMED HEREIN:
You have been sued in Court. If you wish to defend against
the claims set forth in the following pages, you must take action
within twenty (20) days after this Complaint and Notice are
served, by entering a written appearance personally or by
attorney and filing in writing with the Court your defenses or
objections to the claims set forth against you. You are warned
that if you fail to do so, the case may proceed without you, and
a judgment may be entered against you by the Court without
further notice for any money claimed in the Complaint or for any
other claim or relief requested by the Plaintiffs. You may lose
money or property or other rights important to you.
YOU SHOULD TAKE THIS PAPER TO YOUR LAWYER AT ONCE. IF YOU
DO NOT HAVE A LAWYER OR CANNOT AFFORD ONE, GO TO OR TELEPHONE THE
OFFICE SET FORTH BELOW TO FIND OUT WHERE YOU CAN GET LEGAL HELP.
CUMBERLAND COUNTY BAR ASSOCIATION
2 Liberty Avenue
Carlisle, PA 17013
(717) 249-3166
Le han demandado a usted enla Corte. Si usted quiere
defenderse de estas demandas expuestas en las paginas siguientes,
usted tiene viente (20) dias de plazo al partie de la fecha de la
demanda y la notificacion. Usted debe presentar una apariencia
escrita o en persona o por abbgado y archivar en la Corte en
forma escrita sus defensas o sus objeciones a las demandas en
contra de su persona. Sea avisado que si usted no se defiende,
la Corte tomara medidas y puede entrar una Orden contra usted sin
previo aviso o notificacion y por cualquier queja o alivic que es
pedido en la peticion de demanda. Usted puede perder dinero 0
sus propiedades o otros derechos importantes para usted.
LLEVE ESTA DEMANDA A UN ABOGADO IMMEDIATAMENTE. SI NO TIENE
ABOGADO O SI NO TIENE EL DINERO 5UFICIENTE DE PAGAR TAL SERVICIO,
VAYA EN PERSONA O LLAME POR TELEFONO A LA OFICINA CUYA DIRECCION
SE ENCUENTRA ESCRITA ABAJO PARR AVERIGUAR DONDE SE PUEDE
CONSEGUIR ASI5TENCIA LEGAL.
CUMBERLAND COUNTY BAR ASSOCIATION
2 Liberty Avenue
Carlisle, PA 17013
(717) 249-3166
Dated: \ t ~ ~1
FRIEDMAN & KING, P.C.
Richard S. Friedman, Esquire
600 North Second St.
Penthouse Suite
P. O. Sox 984
Harrisburg, PA 17108
(717) 236-8000
THE ESTATE OF ERIC E. STUM,
by EDWARD L. STL1M,
Administrator, and EDWARD L.
STUM and NANCY E. STUM,
Individually,
Plaintiffs
v.
CORDON OCKER and DONNA OCKER,
husband and wife, and
BENJAMIN G. OCKER,
Defendants
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
. NO.
CIVIL ACTION - LAW
COMPLAINT
1. Plaintiff, Edward L. Stum, is an adult individual
residing at 2 Meadows Road, Newville, Cumberland County,
Pennsylvania 17241. Plaintiff, Edward L. Stum, is the
Administrator of the Estate of Eric E. Stum, deceased
("Decedent") having been appointed by the Register of Wills of
Cumberland County, Pennsylvania on July 29, 1999, and is also the
surviving father of the Decedent.
2. Plaintiff, Nancy E. Stum, is an adult individual
residing at 2 Meadows Road, Newville, Cumberland County,
Pennsylvania 17241, and is the wife of Plaintiff, Edward L.
Stum, and is also the surviving mother of Decedent.
3. Defendants, Gordon and Donna Ocker, are adult
individuals, husband and wife, and reside at 31 Stone Ledge Road,
Newville, Cumberland County, Pennsylvania 17241.
4. Defendant, Benjamin G. Ocker, is an adult
individual, who resides at 31 Stone Ledge Road, Newville,
Cumberland County, Pennsylvania 17241.
5. No person who is not a Plaintiff in this action is
entitled by law to recover damages based upon the death of the
Decedent.
6. On or about July 10,"1999, Marlin L. Rudy and
Kimberly Rudy purchased alcoholic beverages, including, but not
limited to, a keg of beer for their then minor son, John Rudy.
7. On or about July 10, 1999, John Rudy transported
the above-referenced keg of beer to Defendant Ockers' residence.
8. At that time and place, a party was being held at
the residence of Defendants, Gordon and Donna Ocker, by their
then minor son, Defendant, Benjamin G. Ocker.
9. At that time and place, Defendants, Gordon and
Donna ticker, knew or should have known based on prior experiences
that their minor son intended to have a party with alcoholic
beverages at their home.
10. At that time and place, several minors, which
included Benjamin G. Ocker, John Rudy, Evan Spencer, and others
consumed alcoholic beverages at the party.
11. At approximately 9:35 p.m., after consuming
alcoholic beverages, Evan Spencer left the party in Evan
Spencer's 1992 Dodge Stealth motor vehicle, along with Eric Stum,
his passenger.
12. As Evan Spencer traveled on SR 11, Penn Township,
Cumberland County, at a high rate of speed, he lost control of
his vehicle, crossed the center line into the wrong lane of
travel, and became involved in a head-on collision.
13. Evan Spencer's inability to safely operate his
motor vehicle and the resulting accident were the direct and
proximate result of him being extremely intoxicated and unable to
properly control his vehicle.
14. As a result of the accident, the Decedent, Eric E.
Stum, suffered injuries which resulted in his death.
COIINT I
SIIRVIVAL ACTION
and Donna Ocker
15. Paragraphs 1 through 14 are incorporated herein by
reference as though more fully set forth at length.
16. Plaintiff brings this survival action under 20 Pa.
Cons. Stat. Ann. §3373 and 42 Pa. Consolidated Statute Annotated
§8302.
17. The foregoing incident and the resulting fatal
injuries sustained by the Decedent, are the direct and proximate
result of willful, wanton, reckless and negligent behavior of the
Defendants, Gordon Ocker and Donna Ocker, which consisted of the
following:
A. Permitting their minor son, Benjamin G. Ocker,
to have a party at their home.
B. Permitting alcoholic beverages to be served at
the party, although they knew or should have known that it would
be consumed by minors, including Evan Spencer.
C. Permitting their son, Benjamin G. Ocker, to
consume alcoholic beverages, although he was not of legal
drinking age.
D. Allowing their son, Benjamin G. Ocker, and his
minor friends to consume alcoholic beverages on their premises.
E. Intending to furnish, agreeing to furnish, or
promoting the furnishing of alcohol to various minors, including
Evan Spencer.
F. Furnishing, agreeing to furnish, or promoting
the furnishing of alcohol to various minors, including Evan
Spencer.
G. Failing to provide adequate parental
supervision of their son, Benjamin G. Ocker.
18. As a direct and proximate result of the aforesaid
behavior of Defendants, Gordon Ocker and Donna Ocker, the
Defendants are liable for the following damages:
A. Decedent's pain and suffering between the time
of his injuries and the time of his death.
B. Decedent's total estimated future earning
power, less his estimated cost of personal maintenance.
C. Decedent's loss of retirement and Social
Security income.
D. Decedent's other financial losses suffered as
a result of his death.
E. Decedent's loss of enjoyment of life.
WHEREFORE, Plaintiff demands judgment against the
Defendants, Gordon Ocker and Donna Ocker, for a sum in excess of
$25,000.00, exclusive of interest and costs, and in excess of any
jurisdictional amount requiring compulsory arbitration.
COUNT II
WRONGFUL DEATH ACTION
Plaintiffs, Edward L. Stum and Nanc~E Stum Individually
y. Defendants. Gordon Ocker and Donna Ocker
19. Paragraphs 1 through 18 of the Complaint are
incorporated herein by reference as though more fully set forth
at length.
20. The Plaintiffs bring this action pursuant to
Pennsylvania Wrongful Death Act, 42 Pa. Consolidated Statute
Annotated §8301 and Pa. R.C.P. No. 2202(a).
21. The Decedent was survived by the Plaintiffs, who
alone are entitled to recover damages for his death.
22. The Decedent did not bring an action for personal
injuries during his lifetime, and no other action for the death
of the Decedent has been commenced against the Defendants.
23. As a direct and proximate result of the aforesaid
behavior of the Defendants, the Plaintiffs suffered and the
Defendants are liable for the following damages:
A. Funeral expenses for the Decedent.
B. Expenses of administration related to the
Decedent's injuries and death.
C. The Plaintiffs' deprivation and injury as a
result of the loss of the support, comfort, counsel, aid,
association, care and services of the Decedent.
D. Such other damages as are permissible in a
wrongful death action.
WHEREFORE, Plaintiffs demand judgment against the
Defendants, Gordon Ocker and Donna Ocker, for a sum in excess of
$25,000.00, exclusive of interest and costs, and in excess of any
jurisdictional amount requiring compulsory arbitration.
COUNT III
PUNITIVE DAMAGES
Plaintiffs. Edward L. Stum, Administrator
Gordon Ocker and Donna Ocker
24. Paragraphs 1 through 23 of the Complaint are
incorporated herein by reference as though more fully set forth
at length.
25. Defendants', Gordon and Donna Ocker, conduct of
permitting their then minor son to have a party at their
residence, including alcoholic beverages, while they were not at
home constitutes outrageous conduct and reckless indifference to
the rights of other persons. Defendants knew or should have
known that alcohol would be consumed by minors, which created a
high risk to other persons.
C. Facilitating the consumption of alcoholic
beverages by minors.
D. Intending to furnish, agreeing to furnish, or
promoting the furnishing of alcohol to various minors, including
Evan Spencer.
E. Furnishing, agreeing to furnish, or promoting
the furnishing of alcohol to various minors, including Evan
Spencer.
30. As a direct and proximate result of the aforesaid
behavior of Defendant, Benjamin G. ticker, the Defendant is liable
for the following damages:
A. Decedent's pain and suffering between the time
of his injuries and the time of his death.
B. Decedent's total estimated future earning
power, less his estimated cost of personal maintenance.
C. Decedent's loss of retirement and Social
security income.
D. Decedent's other financial losses suffered as
a result of his death.
E. Decedent's loss of enjoyment of life.
Plaintiff demands judgment against the
Defendant, Benjamin G. Ocker, for a sum in excess of $25,000.00,
exclusive of interest and costs, and in excess of any
jurisdictional amount requiring compulsory arbitration.
.:_ ____ ._...... _..:.. LI ~ ~
~~ _._
couNT v
WRONGFUL DEATH ACTION
Plaintiffs. Edward L Stum and Nancv E Stum Individually
v. Defendant. Beniamin G. Ocker
31. Paragraphs 1 through 14 and 27 through 30 of the
Complaint are incorporated herein by reference as though more
fully set forth at length.
32. The Plaintiffs bring this action pursuant to
Pennsylvania Wrongful Death Act, 42 Pa. Consolidated Statute
Annotated §8301 and Pa. R.C.P. No. 2202(a).
33. The Decedent was survived by the Plaintiffs, who
alone are entitled to recover damages for his death.
34. The Decedent did not bring an action for personal
injuries during his lifetime, and no other action for the death
of the Decedent has been commenced against the Defendant.
35. As a direct and proximate result of the aforesaid
behavior of the Defendant, the Plaintiffs suffered and the
Defendant is liable for the following damages:
A. Funeral expenses for the Decedent.
B. Expenses of administration related to the
Decedent's injuries and death.
C. The Plaintiffs' deprivation and injury as a
result 'of the loss of the support, comfort, counsel, aid,
association, care and services of the Decedent.
D, Such other damages as are permissible in a
wrongful death action.
WHEREFORE, Plaintiffs demand judgment against the
Defendant, Benjamin G. Ocker, for a sum in excess of $25,000.00,
exclusive of interest and costs, and in excess of any
jurisdictional amount requiring compulsory arbitration.
Respectfully submitted,
Date•
FRIEDMAN & KING, P.C.
Ric and S. Friedman, Esqu
60 N. Second Street
Penthouse Suite
P. O. Box 984
Harrisburg, PA 17108
(717) 236-8000
k/p:pleadings\stum.cmp
~ ,
VERIFICATION
I, Edward L. Stum, Administrator of the Estate of Eric
E. Stum, and we, Edward L. Stum and Nancy E. Stum, individually,
hereby acknowledge that we are the Plaintiffs in the foregoing
action; that we have read the foregoing Complaint; and the facts
stated therein are true and correct to the best of our knowledge,
information and belief.
We understand that any false statements herein are made
subject to penalties of 18 Pa. C.S. Sectiott 4904, relating to
unsworn falsification to authorities.
~~~
Edward L. Stum, Administrator rr~
of the Estate of Eric E. Stum
/.lLu~/
dward L. S um
(~ C ~~~
Nancy Stum
Dated: ~/'"`-'~/~v~~
1 ..gal .,
Multi-Page""
BENJAMIN OCKER
Page 10
1 Q What is your date of birth?
2 A 6-28-79.
3 Q So then on July 10 of 1999, you were 20 yeazs
4 old?
5 A Yes.
6 Q Plus about a week or two?
7 A Yeah.
8 Q What is your social security number?
9 A 179-68-0930.
10 Q Were you employed on July l0 of 1999?
11 A Yes.
i2 Q Where were you employed?
lZ A Exel Logistics.
14 Q Is that where you aze currently employed?
15 A Yes.
16 Q In July of 1999, at that point in time, how long
17 had you been employed with Exel Logistics?
18 A Since October of 1997.
19 Q You had graduated from high school in 1997, is
20 that correct?
21 A Yes.
22 Q Was that your first main job thou after
23 graduation from high school?
24 A I worked at a graveyard for about three months.
25 Q Right after high school?
Pagel 1
1 A Yes.
2 Q While you were in high school, were you employed
3 at all?
4 A Yes.
5 Q Where?
6 A Carelli's Deli Subs and Fizza.
7 Q Where is that located?
8 A On Walnutbottom Road in Cazlisle.
9 Q How long did you work for them?
10 A Since I was fifteen.
11 Q Now, when you were hired at Exel Logistics in
12 October of 1997, what job were you hired for?
13 A Forklift operator.
14 Q Is that yow current position as well?
15 A Yes.
16 Q What was yow rate of pay in October of 1997?
17 A 8.60. And then after 90 days, it went up to
18 9.10.
19 Q What is it currently?
20 A It's eleven dollars.
21 Q Have you ever left employment with Exel
22 LOg15t1CS?
23 A No.
24 Q And is that a forty how a week job?
25 A Yes.
rvvvntvitsrac tea, ~uuu
Page 12
1 Q Were you provided any benefits through that
2 employment?
3 A Yes.
4 Q What benefits?
5 A Oh, medical, dental, vision, I think that's it.
6 Q Any type of pension?
7 A I am not real swe.
8 Q Were you immediately eligible for those benefits,
9 medical, dental or vision or was there --
10 A After 90 days, after -- it was like the first 90
11 days is part time, then I was hired on full time.
12 Q So then those benefits were in effect on July 10
13 of 1999?
14 A Yes.
15 Q As of July 10 of 1999, were you carried on any
16 type of inswance from yow parents? They were
17 policyholders or yow mother and father had through their
18 employment?
19 A I think so, yes. I have no clue.
20 Q But in any event, as faz as you knew though on
21 July 10 of 1999, you had medical, insurance through yow
22 employment, dental inswance and vision inswance through
23 yow employment?
24 A Yes.
25 Q So that if you had an accident and had to go to
Page 13
1 the emergency room yowself in July of 1999, you would have
2 presented yow own insurance cazd from yow employment with
3 Exel at the hospital?
4 A Yes.
5 Q On July 10 of 1999, did you have any bank
6 accoun ts?
7 A Yes.
8 Q How many?
9 A Checking and savings.
10 Q With what bank?
11 A It's M & T Bank now.
12 Q Are you the sole owner of those accounts?
13 A Yes.
14 Q No one else is named as a joint accountholder?
15 A No.
16 Q And how long have you had those accounts?
17 A I am not sure how long savings. The c}tecking I
18 got right after I got out of high school.
19 Q So summer of 1997?
20 A Yes.
21 Q Do you have any credit cards?
22 A No.
23 Q None at all, not including gas station or --
24 A No, none at all.
25 Q Are you aware of what yow account balances are
HUGHES, ALBRIGHT, FOLTZ & NATALE Page 10 -Page 13
717-540-0220\717-393-5101
VERIFICATION
PURSUANT TO Pa. R.C.P. NO. 1024(c)
I, Charles E. Haddick, Jr., Esquire, states that he is the attorney for the party filing the
foregoing document; that he makes this affidavit as an attorney, because the party he
represents lacks sufficient knowledge or information upon which to make a verification
and/or because he has greater personal knowledge of the information and belief than that of
the party for whom he makes this affidavit; and/or because the parry for whom he makes this
affidavit is outside the jurisdiction of the Court and verification of none of them can be
obtained within the time allowed for the filing of the pleading; and that he has sufficient
knowledge or information and belief, based upon her investigation of the matters averred or
denied in the foregoing document; and that this statement is made subject to the penalties of
18 Pa.C.S. §4904, relating to unsworn falsification to authorities.
Dated: ~ 2 ~ ~ 1
Charles E. Hadd ck, jr., Esquire
~~~JC~~ERTIFICATE OF SERVICE
AND NOW, this day of July, 2001, I, Charles E. Haddick, Jr., Esquire,
hereby certify that I did serve a true and correct copy of the foregoing upon all
counsel of record by depositing, or causing to be deposited, same in the U.S.
mail, postage prepaid, at Harrisburg, Pennsylvania, addressed as follows:
By First-Class Mail:
Richard S. Friedman, Esquire
600 North Second Street
P.O. Box 984
Harrisburg, Pa 17108
Charles E. ick, Jr., Esquire
9
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THE ESTATE OF ERIC E. STUM, : IN THE COURT OF COMMON PLEAS
BY EDWARD L. STUM, :OF CUMBERLAND COUNTY, PENNA.
ADMINISTRATOR, AND EDWARD L.
STUM AND NANCEY E. STUM,
INDIVIDUALLY
Plaintiffs
CIVIL ACTION -LAW
DOCKET NO: 01-4123
v.
GORDON OCKER AND DONNA
OCKER, HUSBAND AND WIFE, and
BENJAMIN G. OCKER,
Defendants JURY TRIAL DEMANDED
ORDER
AND NOW, this day of , 2001, it is hereby ORDERED
and DECREED that the Preliminary Objections filed by Defendants Gordon and
Donna Ocker are SUSTAINED, and paragraph 17(G) of Plaintiffs' Complaint
against them is DISMISSED WITH PREJUDICE.
BY THE COURT:
J.
7
THE ESTATE OF ERIC E. STUM, : IN THE COURT OF COMMON PLEAS
BY EDWARD L. STUM, :OF CUMBERLAND COUNTY, PENNA.
ADMINISTRATOR, AND EDWARD L.
STUM AND NANCEY E. STUM,
INDIVIDUALLY
Plaintiffs
CIVIL ACTION -LAW
DOCKET NO: 01-4123
v.
GORDON QCKER AND DONNA
QCKER, HUSBAND AND WIFE, and
BENJAMIN G. QCKER,
Defendants JURY TRIAL DEMANDED
ORDER
AND NOW, this ,day of , 2001, it is hereby ORDERED
and DECREED that the Preliminary Objections filed by Defendants Gordon and
Donna Ocker are SUSTAINED, and all claims for punitive damages against the
Defendants Gordon and Donna Ocker are DISMISSED WITH PREJUDICE.
BY THE COURT:
J.
8
_ t ..... .. .. ..
y'. 1 a
PRAECIPE FOR LISTING CASE FOR ARGUMENT
(Must be typewritten and submitted in duplicate)
TO THE PROTHONOTARY OF CUMBERLAND COUNTY:
Please list the within matter for the next Argument Court.
CAPTION OF CASE
(entire caption must be stated in full)
THE ESTATE OF ERIC E. STUM,
BY EDWARD L. STUM, ADMINISTRATOR
AND EDWARD L. STUM AND
NANCEY E. STUM, INDIVIDUALLY
(Plaintiff)
vs.
GORDON OCKER AND DONNA
OCKER, Husband and Wife, and
BENJAMIN G. OCKER
(Defendants)
No. 01-4123 Civil Term -
1. State matter to be argued (i.e. plaintifFs motion for new trial, defendant's
demurrer to complaint, etc.):
Preliminary Objections of Defendants Gordon and Donna Ocker, husband and
wife, to Plaintiffs' Complaint, and
2. Identify counsel who will argue case:
a. for Plaintiff: Richard S. Friedman, Esquire
600 North Second Street
P.O. Box 984
Harrisburg, Pa 17108
b. for Defendants: Charles E. Haddick, Jr., Esquire/
Lori Adamcik Kariss, Esquire
20 South 36th Street
Camp Hill, PA 17011
~...
..,
3. I will notify all parties in writing within two days that this case has
been listed for argument.
4. Argument Court Date: August 29, 2001
Dated:
~,Z~~~l
Charles E. Hadd' k, Jr. Esquire
(Attorney for De endants)
.,.. ,
.a~ ~ ,
PRAECIPE FOR LISTING CASE FOR ARGUMENT
(Must be typewritten and submitted in duplicate)
TO THE PROTHONOTARY OF CUMBERLAND COUNTY:
Please list the within matter for the next Argument Court.
CAPTION OF CASE
(entire caption must be stated in full)
THE ESTATE OF ERIC E. STUM,
BY EDWARD L. STUM, ADMINISTRATOR
AND EDWARD L. STUM AND•
NANCEY E. STUM, INDIVIDUALLY
(Plaintiff)
vs.
GORDON OCKER AND DONNA
OCKER, Husband and Wife, and
BENJAMIN G. OCKER
(Defendants)
No. 01-4123 Civil Term -
c7
--
t_ _
'
== ,
is
1. State matter to be argued (i.e. plaintiffs motion for new trial, defendant's
demurrer to complaint, etc.):
Preliminary Objections of Defendant Benjamin G. Ocker, to Plaintiffs' Complaint
2. Identify counsel who will argue case:
a. for Plaintiff: Richard S. Friedman, Esquire
600 North Second Street
P.O. Box 984
Harrisburg, Pa 17108
b. for Defendants: Charles E Haddick, Jr., Esquire/
Lori Adamcik Kariss, Esquire
20 South 36th Street
Camp Hill, PA 17011
.,
3. I will notify all parties in writing within two days that this case has
been listed for argument.
Dated:
4. Argument Court Date: August 29, 2001
Charles E. 'ck, Jr. Esquire
(Attorney for Defendants)
;;.
THE ESTATE OF ERIC E. STUM, IN THE COURT OF COMMON PLEAS
BY EDWARD L. STUM, OF CUMBERLAND COUNTY, PENNA.
ADMINISTRATOR, AND EDWARD L.
STUM AND NANCEY E. STUM,
INDIVIDUALLY
Plaintiffs
CIVIL ACTION -LAW
DOCKET NO: 01-4123 Civil Term
v.
GORDON OCKER AND DONNA
OCKER, HUSBAND AND WIFE, and
BENJAMIN G. OCKER,
Defendants
JURY TRIAL DEMANDED
ENTRY OF APPEARANCE
To the Prothonotary:
Kindly enter our appearance on behalf of the Defendants, Gordon Ocker and
Donna Ocker, husband and wife and Benjamin G. Ocker in the above-referenced
matter.
Respectfully submitted,
MARSHALL & HADDICK, P.C.
Date: July 24, 2001
Charles E. a dick, Jr., Esquire
Attorney I.D. o: 55666
Lori Adamcik Kariss, Esquire
Attorney I.D. No: 66465
20 South 36th Street
Camp Hill, PA 17011
(717)731-4800
Attorney for Gordon and Donna Ocker and
Benjamin Ocker
,~..
CERTIFICATE OF SERVICE
AND NOW, this ~(~ ay of July, 2001, I, Charles E. Haddick, Jr., Esquire,
hereby certify that I did serve a true and correct copy of the foregoing ENTRY OF
APPEARANCE upon all counsel of record by depositing, or causing to be deposited,
same in the U.S. mail, postage prepaid, at Harrisburg, Pennsylvania, addressed as
follows:
By First-Class Mail:
Richard S. Friedman, Esquire
600 North Second Street
P.O. Box 984
Harrisburg, Pa 17108
l
Charles .Haddick, Jr., Esquire
.~.. ._.. L. ,:.,.. ~. ,... I I .. I
1
THE ESTATE OF ERIC E. STUM,
BY EDWARD L. STUM,
ADMINISTRATOR, AND EDWARD L.
STUM AND NANCEY E. STUM,
INDIVIDUALLY
Plaintiffs
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY, PENNA.
C{VIL ACTION -LAW
DOCKET NO: 01-4123 Civil Term
v.
GORDON OCKER AND DONNA
OCKER, HUSBAND AND WIFE, and
BENJAMIN G. OCKER,
Defendants
JURY TRIAL DEMANDED
PRAECIPE TO REMOVE CASE FROM ARGUMENT LIST
TO THE PROTHONOTARY:
Kindly remove the above-captioned case from the August 29, 2001 argument list.
All counsel of record concur with this removal.
Respectfully submitted,
MARSHALL & HADDICK, P.C.
Date: August 2, 2001 ~/~C~-~ ~-t'._p~Q~~~~'~(~ ~CiIIA~.,
Charles E. Haddick, Jr., Esquire
Attorney I.D. No: 55666
Lori Adamcik Kariss, Esquire
Attorney I.D. No: 66465
20 South 36th Street
Camp Hill, PA 17011
(717)731-4800
Attorney for Gordon and Donna Ocker and
Benjamin Ocker, ONLY
CERTIFICATE OF SERVICE
v
AND NOW, this ~~day of August, 2001, I, Lori Adamcik Kariss, Esquire, hereby
certify that I did serve a true and correct copy of the foregoing upon all counsel of record
by depositing, or causing to be deposited, same in the U.S. mail, postage prepaid, at
Harrisburg, Pennsylvania, addressed as follows:
By First-Class Mail:
Richard S. Friedman, Esquire
600 North Second Street
P.O. Box 984
Harrisburg, Pa 17108
Counsel for Plaintiff
C3'ZA (~C~~~C,rYGf~G~C' Ct~/~cb~
Lori Adamcik Kariss, Esquire
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THE ESTATE OF ER{C E. STUM,
BY EDWARD L. STUM,
ADMINISTRATOR, AND EDWARD L.
STUM AND NANCEY E. STUM,
INDIVIDUALLY
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY, PENNA.
Plaintiffs
CIVIL ACTION -LAW
DOCKET NO: 01-4123 Civil Term
v.
GORDON OCKER AND DONNA
OCKER, HUSBAND AND WIFE, and
BENJAMIN G. OCKER,
Defendants
EVAN SPENCER, ROBERT
SPENCER, and KIMBERLY A.
RUDY and Marlin Rudy
Additional Defendants
JURY TRIAL DEMANDED
NOTICE TO DEFEND
You have been sued in court. If you wish to defend against the claims set forth in
the following pages, you must take action within twenty (20) days after this Complaint and
Notice are served, by entering a written appearance personally or by attorney and filing in
writing with the court, your defenses or objections to the claims set forth against you. You
are warned that if you fail to do so, the case may proceed without you and a judgment may
be entered against you by the court without further notice, for any money claimed in the
Complaint or for any other claim for relief requested by the Plaintiff. You may lose money
or property or other rights important to you.
YOU SHOULD TAKE THIS PAPER TO YOUR LAWYER AT ONCE. IF YOU DO
NOT HAVE A LAWYER OR CANNOT AFFORD ONE, GO TO OR TELEPHONE THE
OFFICE SET FORTH BELOW TO FIND OUT WHERE YOU CAN GET LEGAL HELP.
Cumberland County Bar Association
2 Liberty Avenue
Carlisle, PA 17013
717/249-3166
800/990-9108
THE ESTATE OF ERIC E. STUM,
BY EDWARD L. STUM,
ADMINISTRATOR, AND EDWARD L.
STUM AND NANCEY E. STUM,
INDIVIDUALLY
Plaintiffs
v.
GORDON OCKER AND DONNA
OCKER, HUSBAND AND' W{FE, and
BENJAMIN G. OCKER,
Defendants
EVAN SPENCER, ROBERT
SPENCER, and KIMBERLY A.
RUDY and MARLIN RUDY
Additional Defendants
CIVIL ACTION -LAW
DOCKET NO: 01-4123 Civil Term
JURY TRIAL DEMANDED
JOINDER COMPLAINT OF DEFENDANTS, GORDON OCKER AND DONNA OCKER,
husband and wife, AND BENJAMIN G. OCKER,
AGAINST ADDITIONAL DEFENDANTS, MARLIN L. RUDY, KIMBERLY A. RUDY,
EVAN SPENCER AND ROBERT SPENCER
AND NOW, come Defendants and Third-Party Plaintiffs, Gordon Ocker, Donna
Ocker and Benjamin G. Ocker, by and through their attorneys, Marshall & Haddick,
P.C., and file the within Joinder Complaint against the above-named Additional
Defendants, and in support thereof aver as follows:
Plaintiffs, The Estate of Eric E. Stum by Edward L. Stum, Administrator,
and Edward L. Stum and Nancy E. Stum, Individually [hereinafter Plaintiffs], have filed a
Complaint that names Gordon Ocker and Donna Ocker, husband and wife, and
1 R.
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY, PENNA.
Benjamin G. Ocker [hereinafter Defendants Ocker], as Defendants. A true and correct
_ . :.: ..
r
~~ i
copy of Plaintiffs' Complaint is attached hereto as Exhibit "A" and incorporated herein by
reference.
2. Defendants and Third-Party Plaintiffs, Gordon Ocker and Donna Ocker,
husband and wife, filed Preliminary Objections to Plaintiffs' Complaint and a Brief in
support thereof with this Honorable Court. A true and correct copy of the Preliminary
Objections of Gordon and Donna Ocker and Brief in Support thereof are attached
collectively hereto as Exhibit "B".
3. Defendant and Third-Party Plaintiff, Benjamin G. Ocker, filed Preliminary
Objections to Plaintiffs' Complaint and a Brief in support thereof with this Honorable
Court. A true and correct copy of the Preliminary Objections of Benjamin G. Ocker and
Brief in Support thereof are attached collectively hereto as Exhibit "C".
4. Marlin Rudy resides at 1667 Walnut Bottom Road, Newville, Cumberland
County, Pennsylvania.
5. Kimberly A. Rudy resides at 1667 Walnut Bottom Road, Newville,
Cumberland County, Pennsylvania.
6. Evan Spencer resides at 40 Stone Ledge Road, Newville, Cumberland
County, Pennsylvania.
7. Robert Spencer resides at 40 Stone Ledge Road, Newville, Cumberland
County Pennsylvania.
8. In their Complaint, Plaintiffs allege that "on or about July 10, 1999, Marlin
L. Rudy and Kimberly Rudy purchased alcoholic beverages, including, but not limited to,
a keg of beer for their then minor son, John Rudy," and that "on or about July 10, 1999,
2
John Rudy transported the above-referenced keg of beer to Defendant Ockers'
residence." See Plaintiffs' Complaint (Exhibit A hereto) at paragraphs 6 and 7.
9. Plaintiffs further that "at that time and place, several minors, which
included Benjamin G. Ocker, John Rudy, Evan Spencer, and others consumed alcoholic
beverages at the party." Id. at paragraph 10.
10. Plaintiffs' allege that on July 10, 1999, their decedent, Eric E. Stum, was a
passenger in a car driven by Additional Defendant Evan Spencer. Id. at paragraph 11.
11. Paragraph 12 of Plaintiffs' Complaint alleges that "[a]s Evan Spencer
traveled on SR11, Penn Township, Cumberland County at a high rate of speed, he lost
control of his vehicle, crossed the center line into the wrong lane of travel, and became
involved in a head-on col{ision." Id. at paragraph 12.
12. Paragraph 13 of Plaintiffs' Complaint alleges that "Evan Spencer's inability
to safely operate his motor vehicle and the resulting accident were the direct and
proximate result of him being extremely intoxicated and unable to properly control his
vehicle." Id, at paragraph 13.
13. Plaintiffs further allege that as a result of the above-referenced accident,
their decedent suffered fatal injuries. Id. at paragraph 14.
14. Defendants Ocker deny all allegations of liability to the Plaintiffs and allege
that any injuries sustained by the Plaintiffs were caused by the negligence of Additional
Defendants Marlin Rudy, Kimberly Rudy, Evan Spencer and/or Robert Spencer.
COUNTI
Gordon Ocker, Donna Ocker and Benjamin Ocker v. Marlin L. Rudy
15. Paragraphs 1 through 14 are incorporated herein by reference.
3
16. Defendants Ocker incorporate by reference paragraphs 6 and 7 of
Plaintiffs' Complaint in the above-captioned matter as if fully set forth herein.
17. In the event that Plaintiffs recover any judgment against Defendants
Gordon Ocker, Donna Oeker and/or Benjamin G. Ocker herein as a result of the injuries
alleged to have been sustained in the accident referred to in Plaintiffs' Complaint, such
liability to Plaintiffs being expressly denied, then Defendants Ocker assert that
Additional Defendant, Marlin L. Rudy, is solely liable to the Plaintiffs, jointly and
severally liable with Defendants Ocker, or liable over to Defendants Ocker on the claims
asserted'in Plaintiffs' Complaint.
WHEREFORE, Defendants, Gordon Ocker, Donna Ocker and Benjamin G.
Ocker, demand judgment against Additional Defendant, Marlin L. Rudy, on the grounds
that he is solely liable to the Plaintiffs, jointly and severally liable with Gordon Ocker,
Donna Ocker and/or Benjamin G. Ocker, or liable over to Gordon Ocker, Donna Ocker
and/or Benjamin G. Ocker for contribution and/or indemnity on the claims made by
Plaintiffs.
COUNT II
Gordon Ocker, Donna Ocker and Benjamin Ocker v. Kimberly A. Rudy
18. Paragraphs 1 through 17 are incorporated herein by reference.
19. Defendants Ocker incorporate by reference paragraphs 6 and 7 of
Plaintiffs' Complaint in the above-captioned matter as if fully set forth herein.
20. In the event that Plaintiffs recover any judgment against Defendants
Gordon Ocker, Donna Ocker and/or Benjamin G. Ocker herein as a result of the injuries
alleged to have been sustained in the accident referred to in Plaintiffs' Complaint, such
4
`.
liability to Plaintiffs being expressly denied, then Defendants Ocker assert that
Additional Defendant, Kimberly A. Rudy, is solely liable to the Plaintiffs, jointly and
severally liable with Defendants Ocker, or liable over to Defendants Ocker on the claims
asserted in Plaintiffs' Complaint.
WHEREFORE, Defendants, Gordon Ocker, Donna Ocker and Benjamin G.
Ocker, demand judgment against Additional Defendant, Kimberly A. Rudy, on the
grounds that she is solely liable to the Plaintiffs, jointly and severally liable with Gordon
Ocker, Donna Ocker and/or Benjamin G. Ocker, or liable over to Gordon Ocker, Donna
Ocker and/or Benjamin G. Ocker for contribution and/or indemnity on the claims made
by Plaintiffs.
COUNT III
Gordon Ocker, Donna Ocker and Benjamin G. Ocker v. Evan Spencer
21. Paragraphs 1 through 20 are incorporated herein by reference.
22. At the time of the collision referred to in Plaintiffs' Complaint, Additional
Defendant Evan Spencer was operating his vehicle in a negligent, careless and
reckless manner, which negligence, carelessness and recklessness included the
following:
(a) driving while intoxicated;
(b) driving at an unsafe speed;
(c) failing to maintain a proper lookout;
(d) driving on the wrong side of the road;
(e) failure to maintain an assured clear distance ahead;
5
(f) failure to maintain control of his vehicle so as to avoid
striking Plaintiff's vehicle;
(g) failing to observe the rules of the road of the Commonwealth
of Pennsylvania; and
(h) operating his vehicle in a careless, reckless and negligent
manner and in disregard to the rights of safety of others.
23. In the event that Plaintiffs recover any judgment against Defendants
Gordon Ocker, Donna Ocker and/or Benjamin G. Ocker herein as a result of the injuries
alleged to have been sustained by the accident referred to in Plaintiffs' Complaint, such
liability to Plaintiffs being expressly denied, then Defendants Ocker assert that
Additional Defendant, Evan Spencer is solely liable to the Plaintiffs, jointly and severally
liable with Defendants Ocker, or liable over to Defendants Ocker on the claims asserted
in Plaintiffs' Complaint.
WHEREFORE, Defendants, Gordon Ocker, Donna Ocker and Benjamin G.
Ocker, demand judgment against Additional Defendant, Evan Spencer, on the grounds
that he is solely liable to the Plaintiffs, jointly and severally liable with Gordon Ocker,
Donna Ocker andlor Benjamin G. Ocker, or liable over to Gordon Ocker, Donna Ocker
and/or Benjamin G. Ocker for contribution and/or indemnity on the claims made by
Plaintiffs.
COUNT IV
Gordon Ocker, Donna Ocker and Benjamin G. Ocker v. Evan Spencer
24. Paragraphs 1 through 23 are incorporated herein by reference.
6
25. At all times relevant hereto, Robert Spencer owned the automobile Evan
Spencer was driving at the time of the accident described in Plaintiffs' Complaint.
26. Evan Spencer is Robert Spencer's son.
27. Evan Spencer was a minor on July 10, 1999, his date of birth being
7/28/91.
28. At all times relevant hereto, Robert Spencer had a duty to monitor and
control the behavior of Evan Spencer so as to prevent harm to third persons.
29. At all times relevant hereto, Robert Spencer was aware or should have
been aware that Evan Spencer had the propensity to operate motor vehicles in the
manner described in Plaintiffs' Complaint and in paragraph 22 above.
30. Robert Spencer breached his duty to monitor and control the behavior of
Evan Spencer so as to prevent harm to third persons, and such breach was the
proximate cause of any injuries suffered by Plaintiffs or their decedent.
31. Prior to the accident described in Plaintiffs' Complaint, Robert Spencer
entrusted the above-described vehicle to Evan Spencer's use.
32. Robert Spencer's act of entrusting the vehicle to Evan Spencer's use was
a breach of his duty to prevent harm to third persons and the proximate cause of any
injuries suffered by Plaintiffs or their decedent.
33. Ih the event that Plaintiffs recover any judgment against Defendants
Gordon Ocker, Donna Ocker and/or Benjamin G. Ocker herein as a result of the injuries
alleged to have been sustained by the accident referred to in Plaintiffs' Complaint, such
liability to Plaintiffs being expressly denied, then Defendants Ocker assert that
Additional Defendant, Robert Spencer is solely liable to Plaintiffs, jointly and severally
7
C
liable with Defendants Ocker, or liable over to Defendants Ocker on the claims asserted
in Plaintiffs' Complaint.
WHEREFORE, Defendants, Gordon Ocker, Donna Ocker and Benjamin G.
Ocker, demand judgment against Additional Defendant, Robert Spencer, on the
grounds that he is solely liable to the Plaintiffs, jointly and severally liable with Gordon
Ocker, Donna Ocker and/or Benjamin G. Ocker, or liable over to Gordon Ocker, Donna
Ocker and/or Benjamin G. Ocker for contribution and/or indemnity on the claims made
by Plaintiffs.
Respectfully submitted,
MARSHALL & HADDICK, P.C.
Date: $` ~ 1,2 ~0 ~
Cfiarles E. Haddick, Jr., Esquire
Attorney I.D. No. 55666
Lori Adamcik Kariss, Esquire
Attorney I.D. No. 66465
20 South 36t" Street
Camp Hill, PA 17011
(717)731-4800
Counsel for Defendants
Gordon Ocker, Donna Ocker and
Benjamin G. Ocker
8
VERIFICATION
I, Gordon Ocker, hereby verify that the facts set forth in the foregoing Joinder
Complaint are true and correct to the best of my knowledge, information and belief.
I understand that false statements herein are made subject to the penalties of 18
Pa.C.S. §4904, relating to unsworn falsification to authorities.
Date: ~ ~ C1 ' ®~ ~~~~,~1~~~
Gordon Ocker
~- ,-, aj~
s ,
h~
[f ( ^ ~ „
6 P ~ {JW ~~A y. Y ~]SS~
1~ ,1
VERIFICATION
I, Donna Ocker, hereby verify that the facts set forth in the foregoing Joinder
Complaint are true and correct to the best of my knowledge, information and belief.
I understand that false statements herein are made subject to the penalties of 18
Pa. C.S. §4904, relating to unsworn falsification to authorities.
Date: ~/ (.o/~
Donna Ocker
E
VERIFICATION
I, Benjamin Ocker, hereby verify that the facts set forth in the foregoing
Joinder Complaint are true and correct to the best of my knowledge, information and
belief.
I understand that false statements herein are made subject to the penalties of 18
Pa.C.S. §4904, relating to unsworn falsifii~tion to authorities.
Date: 8-6-0/ ~_-''` ~` <NwJ~FJ L~'fv----`---:,.--~~
enjamin Ocker
r
CERTIFICATE OF SERVICE
AND NOW, this y of August, 2001, I, Lori Adamcik Kariss, Esquire, hereby
certify that I did serve a true and correct copy of the foregoing upon all counsel of record
by depositing, or causing to be deposited, same in the U.S. mail, postage prepaid, at
Harrisburg, Pennsylvania, addressed as follows:
First-Class Mail:
Richard S. Friedman, Esquire
600 North Second Street
P.O. Box 984
Harrisburg, Pa 17108
Evan Spencer
C/O William A. Addams, Esquire
Law Office of Michael J. Hanft
19 Brookwood Avenue
Suite 106
Carlisle, PA 17013-9142
Robert Spencer
C!O William A. Addams, Esquire
Law Office of Michael J. Hanft
19 Brookwood Avenue
Suite 106
Carlisle, PA 17013-9142
Via Sheriff's Service:
Marlin L. Rudy
1667 Walnut Bottom Road
Newville, Cumberland County PA
Kimberly Rudy
1667 Walnut Bottom Road,
Newville, Cumberland County, PA
~~ ~ ~~~~
LL i~amcik Kanss, Esqure
9
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A
}
THE ESTATE OF ERIC E. STUM,
by EDWARD L. STUM,
Administrator, and EDWARD L.
STUM and NANCY E. STUM,
Individually,
Plaintiffs
v.
CORDON OCKER and DONNA OCKER,
husband and wife, and
BENJAMIN G. OCKER,
Defendants
i~~a I
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION - LAW
NOTICE
TO DEFENDANTS NAMED HEREIN:
You have been sued in Court. If you wish to defend against
the claims set forth in the following pages, you must take action
within twenty (20) days after this Complaint and Notice are
served, by entering a written appearance personally or by
attorney and filing in writing with the Court your defenses or
objections to the claims set forth against you. You are warned
that if you fail to do so, the case may proceed without you, and
a judgment may be entered against you by the Court without
further notice for any money claimed in the Complaint or for any
other claim or relief requested by the Plaintiffs. You may lose
money or property or other rights important to you.
YOU SHOULD TAKE THIS PAPER TO YOUR LAWYER AT ONCE. IF YOU
DO NOT HAVE A LAWYER OR CANNOT AFFORD ONE, GO TO OR TELEPHONE THE
OFFICE SET FORTH BELOW TO FIND OUT WHERE YOU CAN GET LEGAL HELP.
CUMBERLAND COUNTY BAR ASSOCIATION
2 Liberty Avenue
Carlisle, PA 17013
(717) 249-3166
Le han demandado a usted enla Corte. Si usted quiere
defenderse de estas demandas expuestas en las paginas siguientes,
usted time viente (20) dias de plazo al partie de la fecha de la
demanda y la notificacion. Usted debe presentar una apariencia
escrita o en persona o por abogado y archivar en la Corte en
forma escrita sus defensas o sus objeciones a las demandas en
contra de su persona. Sea avisado que si usted no se defiende,
la Corte tomara medidas y puede entrar una Orden contra usted sin
previo aviso o notificacion y por cualquier queja o alivio que es
pedido en la peticion de demanda. Usted puede perder dinero 0
sus propiedades o otros derechos importantes para usted.
p~~~p' egg @.~~yp~~,~.$~ y, ~~~.~,~
RP 7~' q~"diV9 Ee~Y3q a 7&~"%~y+']r~~3~,~iC n%S9( i~f~ P?~3~
r
CUMBERLAND COUNTY BAR ASSOCIATION
2 Liberty Avenue
Carlisle, PA 17013
(717) 249-3166
FRIEDMAN & KING, P.C.
LLEVE ESTA DEMANDA A UN ABOGADO IMMEDIATAMENTE. SI NO TIENE
ABOGADO O SI NO TIENE EL DINERO SUFICIENTE DE PAGAR TAL SERVICIO,
VAYA EN PERSONA O LLAME POR TELEFONO A LA OFICINA CUYA DIRECCION
SE ENCUENTRA ESCRITA ABAJO PARR AVERIGUAR DONDE SE PUEDE
CONSEGUIR ASISTENCIA LEGAL.
Dated: \~~
~~
Richard S. Friedman, Esquire
600 North Second St.
Penthouse Suite
P. O. Box 984
Harrisburg, PA 17108
(717) 236-8000
~ ~ - -~ ~ <
THE ESTATE OF ERIC E. STUM, IN THE COURT OF COMMON PLEAS
by EDWARD L. STUM, CUMBERLAND COUNTY, PENNSYLVANIA
Administrator, and EDWARD L.
STUM and NANCY E. STUM,
Individually,
Plaintiffs
v. NO.
GORDON OCKER and DONNA OCKER,
husband and wife, and .
BENJAMIN G. OCKER, CIVIL ACTION - LAW
Defendants
COMPLAINT
1. Plaintiff, Edward L. Stum, is an adult individual
residing at 2 Meadows Road, Newville, Cumberland County,
Pennsylvania 17241. Plaintiff, Edward L. Stum, is the
Administrator of the Estate of Eric E. Stum, deceased
("Decedent") having been appointed by the Register of Wills of
Cumberland County, Pennsylvania on July 29, 1999, and is also the
surviving father of the Decedent.
2. Plaintiff, Nancy E. Stum, is an adult individual
residing at 2 Meadows Road, Newville, Cumberland County,
Pennsylvania 17241, and is the wife of Plaintiff, Edward L.
Stum, and is also the surviving mother of Decedent.
3. Defendants, Gordon and Donna Ocker, are adult
individuals, husband and wife, and reside at 31 Stone Ledge Road,
Newville, Cumberland County, Pennsylvania 17241.
~ ~ ~ ~ ~ j ,
4. Defendant, Benjamin G. Ocker, is an adult
individual, who resides at 31 Stone Ledge Road, Newville,
Cumberland County, Pennsylvania 17241.
5. No person who is not a Plaintiff in this action is
entitled by law to recover damages based upon the death of the
Decedent.
6. On or about July 10 ," 1999, Marlin L. Rudy and
Kimberly Rudy purchased alcoholic beverages, including, but not
limited to, a keg of beer for their then minor son, John Rudy.
7. On or about July 10, 1999, John Rudy transported
the above-referenced keg of beer to Defendant Ockers' residence.
8. At that time and place, a party was being held at
the residence of Defendants, Gordon and Donna Ocker, by their
then minor son, Defendant, Benjamin G. Ocker.
9. At that time and place, Defendants, Gordon and
Donna ticker, knew or should have known based on prior experiences
that their minor son intended to have a party with alcoholic
beverages at their home.
10. At that time and place, several minors, which
included Benjamin G. Ocker, John Rudy, Evan Spencer, and others
consumed alcoholic beverages at the party.
11. At approximately 9:35 p.m., after consuming
alcoholic beverages, Evan Spencer left the party in Evan
Spencer's 1992 Dodge Stealth motor vehicle, along with Eric Stum,
his passenger.
`- ~ - ~ 1
4
12. As Evan Spencer traveled on SR il, Penn Township,
Cumberland County, at a high rate of speed, he lost control of
his vehicle, crossed the center line into the wrong lane of
travel, and became involved in a head-on collision.
13. Evan Spencer's inability to safely operate his
motor vehicle and the resulting accident were the direct and
proximate result of him being extremely intoxicated and unable to
properly control his vehicle.
14. As a result of the accident, the Decedent, Eric E.
Stum, suffered injuries which resulted in his death.
COUNT I
SURVIVAL ACTION
and Donna Ocker
15. Paragraphs 1 through 14 are incorporated herein by
reference as though more fully set forth at length.
16. Plaintiff brings this survival action under 20 Pa.
Cons. Stat. Ann. §3373 and 42 Pa. Consolidated Statute Annotated
§8302.
17. -The foregoing incident and the resulting fatal
injuries sustained by the Decedent, are the direct and proximate
result of willful, wanton, reckless and negligent behavior of the
Defendants, Gordon Ocker and Donna Ocker, which consisted of the
following:
A. Permitting their minor son, Benjamin G. Ocker,
to have a party at their home.
~ ~ )
i ,
B. Permitting alcoholic beverages to be served at
the party, although they knew or should have known that it would
be consumed by minors, including Evan Spencer.
C. Permitting their son, Benjamin G. Ocker, to
consume alcoholic beverages, although he was not of legal
drinking age.
D. Allowing their son, Benjamin G. Ocker, and his
minor friends to consume alcoholic beverages on their premises.
E. Intending to furnish, agreeing to furnish, or
promoting the furnishing of alcohol to various minors, including
Evan Spencer.
F. Furnishing, agreeing to furnish, or promoting
the furnishing of alcohol to various minors, including Evan
Spencer.
G. Failing to provide adequate parental
supervision of their son, Benjamin G. Ocker.
18. As a direct and proximate result of the aforesaid
behavior of Defendants, Gordon Ocker and Donna Ocker, the
Defendants are liable for the following damages:
A. Decedent's pain and suffering between the time
of his injuries and the time of his death.
B. Decedent's total estimated future earning
power, less his estimated cost of personal maintenance.
C. Decedent's loss of retirement and Social
Security income.
i 4 ~ ,
D. Decedent's other financial losses suffered as
a result of his death.
E. Decedent's loss of enjoyment of life.
WHEREFORE, Plaintiff demands judgment against the
Defendants, Gordon Ocker and Donna Ocker, for a sum in excess of
$25,000.00, exclusive of interest and costs, and in excess of any
jurisdictional amount requiring compulsory arbitration.
COUNT II
WRONGFUL DEATH ACTION
Plaintiffs. Edward L. Strum and Nancy E. Stum, individually
v. Defendants, Gordon Ocker and Donna Ocker
19. Paragraphs 1 through 18 of the Complaint are
incorporated herein by reference as though more fully set forth
at length.
20. The Plaintiffs bring this action pursuant to
Pennsylvania Wrongful Death Act, 42 Pa. Consolidated Statute
Annotated §8301 and Pa. R.C.P. No. 2202(a).
21. The Decedent was survived by the Plaintiffs, who
alone are entitled to recover damages for his death.
22. The Decedent did not bring an action for personal
injuries during his lifetime, and no other action for the death
of the Decedent has been commenced against the Defendants.
23. As a direct and proximate result of the aforesaid
behavior of the Defendants, the Plaintiffs suffered and the
Defendants are liable for the following damages:
A. Funeral expenses for the Decedent.
~~ ~ J
i ~
B. Expenses of administration related to the
Decedent's injuries and death.
C. The Plaintiffs' deprivation and injury as a
result of the loss of the support, comfort, counsel, aid,
association, care and services of the Decedent.
D. Such other damages as are permissible in a
wrongful death action.
Plaintiffs demand judgment against the
Defendants, Gordon Ocker and Donna Ocker, for a sum in excess of
$25,000.00, exclusive of interest and costs, and in excess of any
jurisdictional amount requiring compulsory arbitration.
COUNT III
PUNITIVE DAMAGES
24. Paragraphs 1 through 23 of the Complaint are
incorporated herein by reference as though more fully set forth
at length.
25. Defendants', Gordon and Donna Ocker, conduct of
permitting their then minor son to have a party at their
residence, including alcoholic beverages, while they were not at
home constitutes outrageous conduct and reckless indifference to
the rights of other persons. Defendants knew or should have
known that alcohol would be consumed by minors, which created a
high risk to other persons.
' - ~
T ~
26. Said conduct of Defendants constitutes wanton and
willful negligence, is outrageous and entitles the Plaintiffs to
an award of punitive damages.
Plaintiffs demand judgment against the
Defendants, Gordon Ocker and Donna Ocker, for a sum in excess of
$25,000.00, exclusive of interest and costs, and in excess of any
jurisdictional amount requiring compulsory arbitration.
COIINT IV
SURVIVAL ACTION
27. Paragraphs 1 through 14 are incorporated herein by
reference as though more fully set forth at length.
28. Plaintiff brings this survival action under 20 Pa.
Cons. Stat. Ann. §3373 and 42 Pa. Consolidated Statute Annotated
§8302.
29. The foregoing incident and the resulting fatal
injuries sustained by the Decedent, are the direct and proximate
result of willful, wanton, reckless and negligent behavior of the
Defendant, Benjamin G. Ocker, which consisted of the following:
A. Hosting a party with his parents' permission.
B. Permitting alcoholic beverages to be served
and consumed, although they knew or should have known that it
would be served to minors, including Evan Spencer.
r
C. Facilitating the consumption of alcoholic
beverages by minors.
D. Intending to furnish, agreeing to furnish, or
promoting the furnishing of alcohol to various minors, including
Evan Spencer.
E. Furnishing, agreeing to furnish, or promoting
the furnishing of alcohol to various minors, including Evan
Spencer.
30. As a direct and proximate result of the aforesaid
behavior of Defendant, Benjamin G. Ocker, the Defendant is liable
for the following damages:
A. Decedent's pain and suffering between the time
of his injuries and the time of his death.
B. Decedent's total estimated future earning
power, less his estimated cost of personal maintenance.
C. Decedent's loss of retirement and Social
Security income.
D. Decedent's other financial losses suffered as
a result of his death.
E. Decedent's loss of enjoyment of life.
WHEREFORE, Plaintiff demands judgment against the
Defendant, Benjamin G. Ocker, for a sum in excess of $25,000.00,
exclusive of interest and costs, and in excess of any
jurisdictional amount requiring compulsory arbitration.
~~ j
COUNT V
WRONGFUL DEATH ACTION
i
31. Paragraphs 1 through 14 and 27 through 30 of the
Complaint are incorporated herein by reference as though more
fully set forth at length.
32. The Plaintiffs bring this action pursuant to
Pennsylvania Wrongful Death Act, 42 Pa. Consolidated Statute
Annotated §8301 and Pa. R.C.P. No. 2202(a).
33. The Decedent was survived by the Plaintiffs, who
alone are entitled to recover damages for his death.
34. The Decedent did not bring an action for personal
injuries during his lifetime, and no other action for the death
of the Decedent has been commenced against the Defendant.
35. As a direct and proximate result of the aforesaid
behavior of the Defendant, the Plaintiffs suffered and the
Defendant is liable for the following damages:
A. Funeral expenses for the Decedent.
B. Expenses of administration related to the
Decedent's injuries and death.
C. The Plaintiffs' deprivation and injury as a
result~of the loss of the support, comfort, counsel, aid,
association, care and services of the Decedent.
D. Such other damages as are permissible in a
wrongful death action.
°~ fi
Plaintiffs demand judgment against the
Defendant, Benjamin G. Ocker, for a sum in excess of $25,000.00,
exclusive of interest and costs, and in excess of any
jurisdictional amount requiring compulsory arbitration.
COUNT VI
PUNITIVE DAMAGES
36. Paragraphs 1 through 14 and 27 through 35 of the
Complaint are incorporated herein by reference as though more
fully set forth at length.
37. Defendant's, Benjamin G. Ocker, conduct of hosting
a party without alcoholic beverages constitutes outrageous
conduct and reckless indifference to the rights of other persons.
Defendant knew or should have known that alcohol would be
consumed by minors, creating a high risk to other persons.
38. Said conduct of Defendant constitutes wanton and
willful negligence, is outrageous and entitles the Plaintiffs to
an award of punitive damages.
,• ~ ~ - .
WHEREFORE, Plaintiffs demand judgment against the
Defendant, Benjamin G. Ocker, for a sum in excess of $25,000.00,
exclusive of interest and costs, and in excess of any
jurisdictional amount requiring compulsory arbitration.
Date • ~~
Respectfully submitted,
FRIEDMAN & KING, P.C.
„~
60 N. Second Street
Penthouse Suite
P. O. Box 984
Harrisburg, PA 17108
(717) 236-8000
k/p:pleadings\stum.cmp
a ~
~ ,
I, Edward L. Stum, Administrator of the Estate of Eric
E. Stum, and we, Edward L. Stum and Nancy E. Stum, individually,
hereby acknowledge that we are the Plaintiffs in the foregoing
action; that we have read the foregoing Complaint; and the facts
stated therein are true and correct to the best of our knowledge,
information and belief.
We understand that any false statements herein are made
subject to penalties of 18 Pa. C.S. Section 4904, relating to
unsworn falsification to authorities.
Edwa d `~Stum, Administrator u~
of the Estate of Eric E. Stum
.i'/.~/
Edward L. tum
Nancy Stum
Dated: ~'"~~~~~~~
<~
~..
'~.::
,.,~~,
~_' ~~ ~ ~
~i
THE ESTATE OF ERIC E. STUM, IN THE COURT OF COMMON PLEAS
BY EDWARD L. STUM, OF CUMBERLAND COUNTY, PENNA.
ADMINISTRATOR, AND EDWARD L.
STUM AND NANCEY E. STUM,
INDIVIDUALLY .
Plaintiffs
CIVIL ACTION -LAW
DOCKET NO: 01-4123 Civil Term
v.
GORDON OCKER AND DONNA
OCKER, HUSBAND AND WIFE, and
BENJAMIN G. OCKER,
Defendants JURY TRIAL DEMANDED r' -
___
r, -
NOTICE TO PLEAD
;~ .
T0: THE ESTATE OF ERIC E. STUM, BY EDWARD L. STUM, ~_ " -
ADMINISTRATOR, AND EDWARD L. STUM := .'~
AND NANCEY E. STUM, INDIVIDUALLY -< c;. _;'
cto Richard S. Friedman, Esquire
600 North Second Street
P.O. Box 984
Harrisburg, Pa 17108
YOU ARE HEREBY NOTIFIED TO PLEAD TO THE WITHIN PRELIMINARY
OBJECTIONS OF DEFENDANTS, GORDON OCKER AND DONNA OCKER TO PLAINTIFF'S
COMPLAINT WITHIN TWENTY (20) DAYS OF SERVICE OR A DEFAULT JUDGMENT MAY BE
ENTERED AGAINST YOU.
Respectfully submitted,
Date: July 24, 2001
MARSHALL & HADDICK, P.C.
--_•~, ~
Charles E. Haddick, Jr.,~Esquire
Attorney I.D. No: 55666
Lori Adamcik Kariss, Esquire
Attorney I.D. No: 66465
20 South 36th Street
Camp Hill, PA 17011
(717)731-4800
Attorney for Gordon and Donna Ocker and
Benjamin Ocker, ONLY
s
1
THE ESTATE OF ERIC E. STUM,
BY EDWARD L. STUM,
ADMINISTRATOR, AND EDWARD L.
STUM AND NANCEY E. STUM,
INDIVIDUALLY
Plaintiffs
CIVIL ACTION -LAW
DOCKET NO: 01-4123
v.
CORDON OCKER AND DONNA
OCKER, HUSBAND AND WIFE, and
BENJAMIN G. OCKER,
Defendants
ORDER
JURY TRIAL DEMANDED
AND NOW, this !day of , 2001, it is hereby ORDERED
and DECREED that the Preliminary Objections filed by Defendants Gordon and
Donna Ocker are SUSTAINED, and paragraph 17(G) of Plaintiffs' Complaint
against them is DISMISSED WITH PREJUDICE.
IN THE COURT OF COMMON PLEAS
:OF CUMBERLAND COUNTY, PENNA.
BY THE COURT:
THE ESTATE OF ERIC E. STUM,
BY EDWARD L. STUM,
ADMINISTRATOR, AND EDWARD L.
STUM AND NANGEY E. STUM,
INDIVIDUALLY
Plaintiffs
v.
GORDON OCKER AND DONNA
OCKER, HUSBAND AND WIFE, and
BENJAMIN G. OCKER,
IN THE COURT OF COMMON PLEAS
:OF CUMBERLAND COUNTY, PENNA.
CIVIL ACTION -LAW
DOCKET NO: 01-4123
Defendants JURY TRIAL DEMANDED
ORDER
AND NOW, this _ day of , 2001, it is hereby ORDERED
and DECREED that the Preliminary Objections filed by Defendants Gordon and
Donna Ocker are SUSTAINED, and all claims for punitive damages against the
Defendants Gordon and Donna Ocker are DISMISSED WITH PREJUDICE.
BY THE COURT:
J.
..
THE ESTATE OF ERIC E. STUM,
BY EDWARD L. STUM,
ADMINISTRATOR, AND EDWARD L.
STUM ANb NANCEY E. STUM,
INDIVIDUALLY
Plaintiffs
IN THE COURT OF COMMON PLEAS
:OF CUMBERLAND COUNTY, PENNA.
CIVIL ACTION -LAW
DOCKET NO: 01-4123
v.
CORDON OCKER AND DONNA
OCKER, HUSBAND AND WIFE, and
BENJAMIN G. OCKER,
Defendants
JURY TRIAL DEMANDED
PRELIMINARY OBJECTIONS OF DEFENDANTS, CORDON AND DONNA
OCKER, HUSBAND ANR WIFE, TO PLAINTIFFS' COMPLAINT
AND NOW come the Defendants, Gordon Ocker and Donna Ocker,
husband and wife, by and through their counsel, Marshal{ & Haddick, P.C., and
preliminarily object to Plaintiffs' Complaint as follows:
1. Plaintiffs allege that their decedent, Eric E. Stum, suffered injuries
in an automobile accident that occurred on or about July 10, 1999 which resulted
in his death. See Plaintiffs' Complaint at paragraph 14. (A true copy of
Plaintiffs' Complaint is attached hereto as Exhibit "A").
2. Plaintiffs allege that the minor son ofi Defendants Gordon and
Donna Ocker, Defendant Benjamin G. Ocker, hosted a party at the Ocker home
on July 10, 1999. See paragraph 8 of Plaintiffs' Complaint.
..
3. Plaintiffs further allege that their decedent was a passenger in a
vehicle driven by Evan Spencer at the time of the accident in question and that
Evan Spencer was unable to operate his vehicle in a safe manner because he
was "extremely intoxicated." See paragraphs 11 -13 of Plaintiffs' Complaint.
4. Paragraph 17 of Plaintiffs' Complaint alleges that Defendants
Gordon and Donna Ocker acted willfully, wantonly, recklessly and negligently in
the following respects:
(a) Permitting their minor son, Benjamin G. Ocker to have a
party at their home.
(b) Permitting alcoholic beverages to be served at the party,
although they knew or should have known that it would be
consumed by minors, including Evan Spencer.
(c) Permitting their son, Benjamin G. Ocker, to consume
alcoholic beverages although he was not of legal drinking
age.
(d) Allowing their son, Benjamin G. Ocker, and his minor friends
to consume alcoholic beverages on their premises.
(e) Intending to furnish, agreeing to furnish or promoting the
furnishing of alcohol to various minors, including Evan
Spencer.
(f) Furnishing, agreeing to furnish, or promoting the furnishing
of alcohol to various minors, including Evan Spencer.
2
(g) Failing to provide adequate parental supervision of their son,
Benjamin G. Ocker.
5. Plaintiffs allege that as a result of the conduct alleged in paragraph
17 of their Complaint, the Defendants Gordon and Donna Ocker are liable to
them in this wrongful death and survival action. See Plaintiffs' Complaint at
Counts I and ll.
6. Plaintiffs also make a claim for punitive damages against
Defendants Gordon and Donna Ocker. See Plaintiffs' Complaint at Count III.
Objection Pursuant to Pa. R,C.P.1028(a)(4)
7. Paragraphs 1 - 6 are incorporated herein by reference.
8. Pennsylvania Rule of Civil Procedure 1028(a)(4) authorizes a
preliminary objection on the grounds of the legal insufficiency of a pleading
(demurrer).
9. The son of Defendants Gordon and Donna Ocker, Defendant
Benjamin G. Ocker, was born June 28, 1979. See transcript of deposition of
Benjamin G. Ocker taken in connection with six cases currently before this
Honorable Court arising from the same July 10, 1999 accident, at page 10, a true
and correct copy of which is attached hereto as Exhibit B.
10. He was twenty (20) years old on the date of the incident referred to
in Plaintiffs' Complaint. Id.
11. Plaintiffs claim that the Ockers failed to provide adequate parental
supervision of Ben Ocker. -See Complaint at paragraph 17(G).
3
~. ~ )
12. To the extent that Plaintiffs assert liability against the Ockers as
described above, they have failed to set forth a cause of action against
Defendants Gordon and Donna Ocker upon which relief may be granted.
Maxwell v. Keas, 433 Pa. Super. 70, 639 A.2d 1215 (1994).
13. Liability may not be imposed on parents for the actions of children
over the age of 18 still living at home. td.
14. As such, the Ockers may not be held liable under the theory that
they failed to properly supervise their son unless he were under the age of 18 at
the time in question.
15. Plaintiffs have therefore failed to state a claim for negligent parental
supervision against Defendants Gordon and Donna Ocker upon which relief may
be granted.
WHEREFORE, Defendants, Gordon Ocker and Donna Ocker respectfully
request that this Honorable Court grant their Preliminary Objections and dismiss
Plaintiffs' claims for negligent parental supervision from the Plaintiffs' Complaint
with prejudice.
Objection Pursuant to Pa. R.C.P. 1028 (a-(4)
16. Paragraphs 1 -15 are incorporated herein by reference.
17. Pennsylvania Rule of Civil Procedure 1028(a)(4) authorizes a
preliminary objection on the grounds of the legal insufficiency of a pleading
(demurrer).
4
18. Plaintiffs' Complaint contains a claim against Defendants Gordon
and Donna Ocker for punitive damages. See Count III of Plaintiffs' Complaint.
19. First, Defendants Gordon and Donna Ocker seek the dismissal of
Count III of Plaintiffs' Complaint for failing to state a claim upon which relief can
be granted. There is no independent cause of action for punitive damages
recognized by the law of this Commonwealth.
20. Secondly, with respect to any claim for punitive damages asserted
against Defendants Gordon and Donna Ocker by way of the remainder of the
Complaint, this Court should strike same for legal insufficiency.
21. Punitive damages are not available in a wrongful death action.
Harvey v. Hassinger, 315 Pa. Super. 97, 100, 461 A.2d 814, 815 (1983).
22. Punitive damages are not recoverable in a survival action unless
the decedent could have recovered them had he survived. Id. at 102, 461 A.2d
at 816.
23. Punitive damages are warranted only when a defendant's conduct
is outrageous, because of an evil motive or reckless indifference to the rights of
others. Feld v. Merriam, 506 Pa. 383, 485 A.2d 742 (1984); Restatement
(Second) of Torts §908(2).
24. Allegations of negligence or gross negligence can not support a
claim for punitive damages. Martin v. Johns-Manville Corp., 508 Pa. 154, 494
A.2d 1088 (1985).
5
25. Plaintiffs' Complaint does not contain allegations sufficient to
support a finding that Gordon and Donna Ocker acted intentionally, maliciously,
or in conscious disregard of a known and realized risk to their decedent.
26. The allegations in Plaintiffs' Complaint are legally insufficient to
support a finding of the state of mind required to award punitive damages.
27. Plaintiffs have failed to state a claim for punitive damages against
Defendants Gordon and Donna Ocker.
WHEREFORE, Defendants Gordon and Donna Ocker respectfully request
that this Court grant their Preliminary Objections and strike all claims for punitive
damages asserted by the Plaintiffs.
Respectfully submitted,
MARSHALL & HADDICK, P.C.
Date: ~
? ~ ~ O I Charles E. Ha ick, Jr., Esquire
Attorney I.D. No. 55666
Lori Adamcik Kariss, Esquire
Attorney I.D. No. 66465
20 South 36~h Street
Camp Hill, PA 17011
(717)731-4800
Counsel for Defendants Gordon
and Donna Ocker
6
~. ~.
THE ESTATE OF ERIC E. STUM,
by EDWARD L. STUM,
Administrator, and EDWARD L.
STUM and NANCY E. STUM,
Individually,
v.
Plaintiffs
GORDON OCKER and DONNA OCKER,
husband and wife, and.
BENJAMIN G. OCKER,
Defendants
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION - LAW
NOTICE
CUMBERLAND COUNTY BAR ASSOCIATION
2 Liberty Avenue
Carlisle, PA 17013
(717) 249-3166
Le han demandado a usted enla come. Si usted quiere
defenderse de estas demandas expuestas en las paginas siguientes,
usted tiene viente (20) dial de plazo al partie de la fecha de la
demanda y la notificacion. Usted debe presentar una apariencia
escrita o en persona o por abogado y archivar en la come en
forma escrita sus defensas o sus objeciones a las demandas en
contra de su persona. Sea avisado que si usted no se defiende,
la come tomara medidas y puede entrar una Orden contra usted sin
previo aviso o notificacion y por cualquier queja o alivio que es
pedido en la peticion de demanda. Usted puede perder dinero 0
sus propiedades o otros derechos importantes para usted.
T ~~
(~ T Y ~ , I e~ a,a~ 8 €s~r4 V~as~(
Vi`i' ~ ~'~.
.~... ~, ~ + Y,
n
TO DEFENDANTS NAMED HEREIN:
You have been sued in Court. If you wish to defend against
the claims set forth in the following pages, you must take action
within twenty (20) days after this Complaint and Notice are
served, by entering a written appearance personally or by
attorney and filing in writing with the Court your defenses or
objections to the claims set forth against you. You are warned
that if you fail to do so, the case may proceed without you, and
a judgment may be entered against you by the Court without
further notice for any money claimed in the Complaint or for any
other claim or relief requested by the Plaintiffs. You may lose
money or property or other rights important to you.
YOU SHOULD TAKE THIS PAPER TO YOUR LAWYER AT ONCE. IF YOU
DO NOT HAVE A LAWYER OR CANNOT AFFORD ONE, GO TO OR TELEPHONE THE
OFFICE SET FORTH BELOW TO FIND OUT WHERE YOU CAN GET LEGAL HELP.
..
LLEVE ESTA DEMANDA A UN ABOGADO IMME
ABOGADO 0 SI NO TIENE EL DINERO SUFICIENT
VAYA EN PERSONA O LLAME POR TELEFONO A LA
SE ENCUENTRA E5CRITA ABAJO PARA AVERIGUAR
CONSEGUIR ASISTENCIA LEGAL.
DIATAMENTE. SI NO TIENE
E DE PAGAR TAL SERVICIO,
OFICINA CUYA DIRECCION
DONDE SE PUEDE
CUMBERLAND COUNTY BAR ASSOCIATION
2 Liberty Avenue
Carlisle, PA 17013
(717) 249-3166
FRIEDMAN & KING, P.C.
R ch rd S. Friedman, Esau re
600 North Second 5t.
Penthouse Suite
P. O. Box 984
Harrisburg, PA 17108
(717) 236-8000
Dated:\l ~ ~~
THE ESTATE OF ERIC E. STUM,
by EDWARD L. STUM,
Administrator, and EDWARD L.
STUM and NANCY E. STUM,
individually,
Plaintiffs
v.
GORDON OCKER and DONNA OCKER,
husband and wife, and
BENJAMIN G. OCKER,
Defendants
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
. NO.
CIVIL ACTION - LAW
COMPLAINT
1. Plaintiff, Edward L. Stum, is an adult individual
residing at 2 Meadows Road, Newville, Cumberland County,
Pennsylvania 17241. Plaintiff, Edward L. Stum, is the
Administrator of the Estate of Eric E. Stum, deceased
("Decedent") having been appointed by the Register of Wills of
Cumberland County, Pennsylvania on July 29, 1999, and is also the
surviving father of the Decedent.
2. Plaintiff, Nancy E. Stum, is an adult individual
residing at 2 Meadows Road, Newville, Cumberland County,
Pennsylvania 17241, and is the wife of Plaintiff, Edward L.
Stum, and is also the surviving mother of Decedent.
3. Defendants, Gordon and Donna Ocker, are adult
individuals, husband and wife, and reside at 31 Stone Ledge Road,
Newville, Cumberland County, Pennsylvania 17241.
~~+~ ~ ,
_ __
4. Defendant, Benjamin G. ticker, is an adult
individual, who resides at 31 Stone Ledge Road, Newville,
Cumberland County, Pennsylvania 17241.
5. No person who is not a Plaintiff in this action is
entitled by law to recover damages based upon the death of the
Decedent.
6. On or about July 10,'1999, Marlin L. Rudy and
Kimberly Rudy purchased alcoholic beverages, including, but not
limited to, a keg of beer for their then minor son, John Rudy.
7. On or about July 10, 1999, John Rudy transported
the above-referenced keg of beer to Defendant Ockers' residence.
8. At that time and place, a party was being held at
the residence of Defendants, Gordon and Donna Ocker, by their
then minor son, Defendant, Benjamin G. Ocker.
9. At that time and place, Defendants, Gordon and
Donna Ocker, knew or should have known based on prior experiences
that their minor son intended to have a party with alcoholic
beverages at their home.
10. At that time and place, several minors, which
included Benjamin G. Ocker, John Rudy, Evan Spencer, and others
consumed alcoholic beverages at the party.
11. At approximately 9:35 p.m., after consuming
alcoholic beverages, Evan Spencer left the party in Evan
Spencer's 1992 Dodge Stealth motor vehicle, along with Eric Stum,
his passenger.
,~
~tza
.,'
i .
12. As Evan Spencer traveled on SR 11, Penn Township,
Cumberland County, at a high rate of speed, he lost control of
his vehicle, crossed the center line into the wrong lane of
travel, and became involved in a head-on collision.
13. Evan Spencers inability to safely operate his
motor vehicle and the resulting accident were the direct and
proximate result of him being extremely intoxicated and unable to
properly control his vehicle.
14. As a result of the accident, the Decedent, Eric E.
Stum, suffered injuries which resulted in his death.
COUNT I
SIIRVIVAL ACTION
15. Paragraphs 1 through 14 are incorporated herein by
reference as though more fully set forth at length.
16. Plaintiff brings this survival action under 20 Pa.
Cons. Stat. Ann. §3373 and 42 Pa. Consolidated Statute Annotated
§8302.
17. The foregoing incident and the resulting fatal
injuries sustained by the Decedent, are the direct and proximate
result of willful, wanton, reckless and negligent behavior of the
Defendants, Gordon Ocker and Donna Ocker, which consisted of the
following:
A. Permitting their minor son, Benjamin G. Ocker,
to have a party at their home.
~:.:
B. Permitting alcoholic beverages to 'be served at
the party, although they knew or should have known that it would
be consumed by minors, including Evan Spencer.
C. Permitting their son, Benjamin G. Ocker, to
consume alcoholic beverages, although he was not of legal
drinking age.
D. Allowing their son, Benjamin G. Ocker, and his
minor friends to consume alcoholic beverages on their premises.
E. Intending to"furnish, agreeing to furnish, or
promoting the furnishing of alcohol to various minors, including
Evan Spencer.
F. Furnishing, agreeing to furnish, or promoting
the furnishing of alcohol to various minors, including Evan
Spencer.
G. Failing to provide adequate parental
supervision of their son, Benjamin G. Ocker.
18. As a direct and proximate result of the aforesaid
behavior of Defendants, Gordon Ocker and Donna Ocker, the
Defendants are liable for the following damages:
A. Decedent's pain and suffering between the time
of his injuries and the time of his death.
B. Decedent's total estimated future earning
power, less his estimated cost of personal maintenance.
C. Decedent's loss of retir-ement and Social
Security income.
3
D. Decedent's other financial lasses suffered as
a result of his death.
E. Decedent's loss of enjoyment of life.
WHEREFORE, Plaintiff demands judgment against the
Defendants, Gordon Ocker and Donna Ocker, for a sum in excess of
$25,000.00, exclusive of interest and costs, and in excess of any
jurisdictional amount requiring compulsory arbitration.
COONT II
WRONGFiJL DEATH ACTION
19. Paragraphs 1 through 18 of the Complaint are
incorporated herein by reference as though more fully set forth
at length.
20. The Plaintiffs bring this action pursuant to
Pennsylvania Wrongful Death Act, 42 Pa. Consolidated Statute
Annotated §8301 and Pa. R.C.P. No. 2202(a).
21. The Decedent was survived by the Plaintiffs, who
alone are entitled to recover damages for his death.
22. The Decedent did not bring an action for personal
injuries during his lifetime, and no other action for the death
of the Decedent has been commenced against the Defendants.
23. As a direct and proximate result of the aforesaid
behavior of the Defendants, the Plaintiffs suffered and the
Defendants are liable for the following damages:
A. Funeral expenses for the Decedent.
B. Expenses of administration related to the
Decedent's injuries and death.
C. The Plaintiffs' deprivation and injury as a
result of the loss of the support, comfort, counsel, aid,
association, care and services of the Decedent.
D. Such other damages as are permissible in a
wrongful death action.
WHEREFORE, Plaintiffs demand judgment against the
Defendants, Gordon Ocker and Donna Ocker, for a sum in excess of
$25,000.00, exclusive of interest and costs, and in excess of any
jurisdictional amount requiring compulsory arbitration.
COUNT III
PUNITII~E DAMAGES
24. Paragraphs 1 through 23 of the Complaint are
incorporated herein by reference as though more fully set forth
at length.
25. Defendants', Gordon and Donna Ocker, conduct of
permitting their then minor son to have a party at their
residence, including alcoholic beverages, while they were not at
home constitutes outrageous conduct and reckless indifference to
the rights of other persons. Defendants knew or should have
known that alcohol would be consumed by minors, which created a
high risk to other persons.
Gordon Ocker and Donna Ocker
% ~
C. Facilitating the consumption of alcoholic
beverages by minors.
D. Intending to furnish, agreeing to furnish, or
promoting the furnishing of alcohol to various minors, including
Evan Spencer.
E. Furnishing, agreeing to furnish, or promoting
the furnishing of alcohol to various minors, including Evan
Spencer.
30. As a~direct and proximate result of the aforesaid
behavior of Defendant, Benjamin G. Ocker, the Defendant is liable
for the following damages:
A. Decedent's pain and suffering between the time
of his injuries and the time of his death.
B. Decedent's total estimated future earning
power, less his estimated cost of personal maintenance.
C. Decedent's loss of retirement and Social
Security income.
D. Decedent's other financial losses suffered as
a result of his death.
E. Decedent's loss of enjoyment of life.
WHEREFORE, Plaintiff demands judgment against the
Defendant, Benjamin G. Ocker, for a sum in excess of $25,000.00,
exclusive of interest and costs, and in excess of any
jurisdictional amount requiring compulsory arbitration.
- J }
COUNT V
WRONGFUL DEATH ACTION
Plaintiffs. Edward L. Stum and Nancy E. Stum. Individually
v. Defendant. Benjamin G. Ocker
31. Paragraphs 1 through 14 and 27 through 30 of the
Complaint are incorporated herein by reference as though more
fully set forth at length.
32. The Plaintiffs bring this action pursuant to
Pennsylvania Wrongful Death Act, 42 Pa. Consolidated Statute
Annotated §8301 and Pa. R.C.P. No. 2202(a).
33. The Decedent was survived by the Plaintiffs, who
alone are entitled to recover damages for his death.
34. The Decedent did not bring an action for personal
injuries during his lifetime, and no other action for the death
of the Decedent has been commenced against the Defendant.
35. As a direct and proximate result of the aforesaid
behavior of the Defendant, the Plaintiffs suffered and the
Defendant is liable for the following damages:
A. Funeral expenses for the Decedent.
B. Expenses of administration related to the
Decedents injuries and death.
C. The Plaintiffs deprivation and injury as a
result 'of the loss of the support, comfort, counsel, aid,
association, care and services of the Decedent.
D. Such other damages as are permissible in a
wrongful death action.
WHEREFORE, Plaintiffs demand judgment against the
Defendant, Benjamin G. Ocker, for a sum in excess of $25,000.00,
exclusive of interest and costs, and in excess of any
jurisdictional amount requiring compulsory arbitration.
Date:`~~ OW
k/p:pleadings\stum.cmp
Respectfully submitted,
FRIEDMAN & KING, P.C.
..,
60 N. Second Street
Penthouse Suite
P. O. Box 984
Harrisburg, PA 17108
(717) 236-8000
( '
~
~ ~ ~ - ~
1~.~ ~ .
VERIFICATION
2, Edward L. Stum, Administrator of the Estate of Eric
E. Stum, and we, Edward L. Stum and Nancy E. Stum, individually,
hereby acknowledge that we are the Plaintiffs in the foregoing
action; that we have read the foregoing Complaint; and the facts
stated therein are true and correct to the best of our knowledge,
information and belief.
We understand that any false statements herein are made
subject to penalties of 18 Pa. C.S. Section 4904, relating to
unsworn falsification to authorities.
Edward L. Stum, Administrator
of the Estate of Eric E. Stum
dward um/
Nancy Stum
Dated: `~,~/'" ~r~~~
Multi-Page `~'
BENJAdvIIN oCxER ~
rvvv~m>~uc ~a, luau
Page 10
I Q What is your date of birth?
z A 6-28-79.
3 Q So then on July 10 of l 999, you were 20 years
a old?
5 A Yes.
6 Q Plus about a week or two?
7 A Yeah.
8 Q What is your social security number?
9 A 179-68-0930.
to Q Were you employed on July l0 of 1999?
i l A Yes.
12 Q Where were you employed?
13 A Exel Logistics.
la Q Is that where you are currently employed?
IS A Yes.
16 Q In July of 1999, at that point in time, how long
n had you been employed with Exel Logistics?
18 A Since October of 1997.
19 Q You had graduated from high school in 1997, is
20 that correct?
21 A Yes.
X22 Q Was that your first main job then after
23 graduation from high school?
'24 A I worked at a graveyard for about three months.
25 Q Right after high school?
Page I1
1 A Yes.
2 Q While you were in high school, were you employed
3 at all?
4 A Yes.
5 Q Where?
6 A Cazelli's Deli Subs and Pi2za.
7 Q Where is that located?
8 A On Walnutbottom Road in Cazlisle.
9 Q How long did you work for them?
10 A Since I was fifteen.
11 Q Now, when you were hired at Exel Logistics in
',12 October of 1997, what job were you hired For?
13 A Forklift operator.
14 Q is that your current position as well?
15 A Yes.
16 Q What was your rate of pay in October of 1997?
17 A 8.60. And then after 90 days, it went up to
t8 9.10.
19 Q What is it currently?
2D A It's eleven dollazs.
21 Q Have you ever left employment with Exel
22 Logisti cs?
23 A No.
24 Q And is that a forty hour a week job?
25 A Yes.
Page 12.
I Q Were you provided any benefits through that
2 employment?
3 A Yes.
4 Q What benefits?
5 A Oh, medical, dental, vision, I think [hat's it.
6 Q Any type of pension?
7 A I am not real sure.
8 Q Were you immediately eligible for those benefits,
9 medical, dental or vision or was there --
10 A After 90 days, after -- it was like the first 90
11 days is part time, then I was hired on full time.
12 Q So then those benefits were in effect on ]u1y10
l3 of 1999?
l4 A Yes.
15 Q As of July 10 of 1999, were you carried on any
16 type of insurance from your parents? They were
17 policyholders or your mother and father had through their
18 employment?
19 A I think so, yes. I have no clue.
20 Q But in any event, as faz as you knew though on
21 July 10 of 1999, you had medical, insurance through your
22 employmett, dental insurance and vision insurance through
23 your employment?
24 A Yes.
25 Q So that if you had an accident and had to go to
Page 13
1 tbe emergency room yourself in Juty of 1999, you would Lave
2 presented your own insurance card from your employment with
3 Exel at the hospital?
4 A Yes.
5 Q On Iuly 10 of 1999, did you have any bank
6 accounts?
7 A Yes.
8 Q How many?
9 A Checking and savings.
10 Q With what bank?
11 A It's M & T Bank now.
12 Q Are you the sole owner of [hose accounts?
13 A Yes.
14 Q No one else is Warned as a joint accountholder?
15 A No.
16 Q And how tong have you had those accounts?
17 A I am not sure how long savings. The checking I
18 got right after I goi out of high school.
19 Q So sunmrer of 1997?
20 A Yes.
21 Q Do you have any credit cazds?
22 A No.
23 Q None at all, not including gas station or --
24 A No, none at all. ~ _ .~i i
25 Q Are You aware of what your account balances are
HUGHES, ALBRIGAT, FOLTZ & NATALE Page 10 - Yage 13
717-540-0220\717-393-5101
VERIFICATION
PURSUANT TO Pa. R.C.P. NO. 1024(c)
I, Charles E. Haddick, )r., Esquire, states that he is the attorney for the parry filing the
foregoing document; that he makes this affidavit as an attorney, because the parry he
represents lacks sufficient knowledge or information upon which to make a verification
and/or because he has greater personal knowledge of the information and belief than that of
the party for whom he makes this affidavit; and/or because the party for whom he makes this
affidavit is outside the jurisdiction of the Court and verification of none of them can be
obtained within the time allowed for the filing of the pleading; and that he has sufficient
knowledge or information and belief, based upon her investigation of the matters averred or
denied in the foregoing document; and that this statement is made subject to the penalties of
18 Pa.C.S. §4904, relating to unsworn falsification to authorities.
Dated:
Charles E. Hadd ck, )r., Esquire
7 ~y~~'
CERTIFICATE OF SERVICE
AND NOW, this y of July, 2001, I, Charles E. Haddick, Jr., Esquire,
hereby certify that I did serve a true and correct copy of the foregoing upon all
counsel of record by depositing, or causing to be deposited, same in the U.S.
mail, postage prepaid, at Harrisburg, Pennsylvania, addressed as follows:
By First-Class Mail:
Richard S. Friedman, Esquire
600 North Second Street
P.O. Box 984
Harrisburg, Pa 17108
Charles E. ick, Jr., Esquire
9
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THE ESTATE OF ERIC E. STUM, : IN THE COURT OF COMMON PLEAS
BY EDWARD L. STUM, :OF CUMBERLAND COUNTY, PENNA.
ADMINISTRATOR, AND EDWARD L.
STUM AND NANCEY E. STUM,
INDIVIDUALLY .
CIVIL ACTION -LAW
Plaintiffs .
DOCKET NO: 01-4123
v.
CORDON OCKER AND DONNA
OCKER, HUSBAND AND WIFE, and : AU6 Q ~ 2Q01 r
BENJAMIN G. OCKER,
Defendants JURY TRIAL DEMANDED"-""""""'"""""""'""
BRIEF OF DEFENDANTS, CORDON AND DONNA OCKER IN SUPPORT OF
PRELIMINARY OBJECTIONS TO PLAINTIFFS' COMPLAINT
AND NOW, comes the Defendants, Gordon and Donna Ocker, by and
through their attorneys, Marshall and Haddick, P.C., and file this Brief in support
of their preliminary objections to Plaintiffs' Complaint.
1. FACTUAL AND PROCEDURAL HISTORY
Plaintiffs allege that on or about July 10, 1999, their decedent, Eric E.
Stum, suffered injuries in an automobile accident which resulted in his death.
See Plaintiffs' Complaint at paragraph 14. (A true and correct copy of Plaintiffs'
Complaint is attached to Defendants' Preliminary Objections as Exhibit "A").
Plaintiffs allege that the minor son of Defendants Gordon and Donna Ocker,
Defendant Benjamin G. Ocker, hosted a party at the Ocker home on July 10,
1999. See paragraph 8 of Plaintiffs' Complaint. They further allege that their
..~
~~
decedent was a passenger in a vehicle driven by Evan Spencer at the time of the
accident in question and that Evan Spencer was unable to operate his vehicle in
a safe manner because he was "extremely intoxicated." See paragraphs 11 -13
of Plaintiffs' Complaint.
Paragraph 17 of Plaintiffs' Complaint alleges that Defendants Gordon and
Donna Ocker acted willfully, wantonly, recklessly and negligently in the following
respects:
(a) Permitting their minor son, Benjamin G. Ocker to have a
party at their home.
(b) Permitting alcoholic beverages to be served at the party,
although they knew or should have known that it wou{d be
consumed by minors, including Evan Spencer.
(c) Permitting their son, Benjamin G. Ocker, to consume
alcoholic beverages although he was not of legal drinking
age.
(d) Allowing their son, Benjamin G. Ocker, and his minor friends
to consume alcoholic beverages on their premises.
(e) Intending to furnish, agreeing to furnish or promoting the
furnishing of alcohol to various minors, including Evan
Spencer.
(f) Furnishing, agreeing to famish, or promoting the furnishing
of alcoho- to various minors, including Evan Spencer.
(g) Failing to provide adequate parental supervision of their son,
Benjamin G. Ocker.
Plaintiffs allege that as a result of the conduct alleged in paragraph 17 of their
Complaint, the Defendants Gordon and Donna Ocker are liable to them in this
wrongful death and survival action. See Plaintiffs' Complaint at Counts I and 11.
2
_~: ~;
[However], [t]he pleader's conclusions of law are not
considered to be admitted as true by a demurrer.
The County of Allegheny v. The Commonwealth of Penns Ivania, 507 Pa. 360,
490 A.2d 402 (1985)(citations omitted).
A. Plaintiffs' Complaint fails to set forth a
legally sufficient claim against Gordon and
Donna Ocker for negligent supervision.
The Ockers' son, Ben Ocker, was bom June 28, 1979. See transcript of
deposition of Benjamin G. Ocker, at page 10, a true and correct copy of which is
attached to the Ockers' Preliminary Objections as Exhibit B. Thus, he was
twenty (20) years old on the date of the incident referred to in Plaintiffs'
Complaint. This is material to the Plaintiffs' claim that the Ockers failed to
provide adequate parental supervision of Ben Ocker. See Complaint at
paragraph 17(G).
To the extent that Plaintiffs assert liability against the Ockers as described
above, the Superior Court decision in Maxwell v. Keas, 433 Pa. Super. 70,.639
A.2d 1215 (1994) is instructive. In Maxwell, the defendants' 19 year old daughter
received a nocturnal visit from her boyfriend while her parents were away on
vacation. The daughter and her boyfriend drank alcoholic beverages found in the
parents' home. The daughter then became angry and killed the boyfriend.
Maxwell, 639 A.2d at 1217.
4
The Superior Court held that liability could not be imposed on the parents
merely because they were the parents of the daughter. Id. at 1217. The court
rejected an argument that the parents could be liable for taking inadequate
precautions to prevent their daughter from invading their supply of alcoholic
beverages, noting that the daughter was "an adult person; and, therefore, a duty
cannot readily be imposed upon her parents to provide continuous supervision
and control over her daily conduct." Id. at 1218.
The Superior Court cited to a Massachusetts Supreme Court case far the
proposition that "the fortuity [of a 19 year old son living in his parents' home] does
not create a duty where none otherwise exists; nor does their status as parents,
without more, impose on the defendants the duty to supervise and control their
emancipated adult son." Maxwell supra at 1218, citing DePasquale v. Dello
Russo, 349 Mass. 655, 659, 212 NE.2d 237 (1965). The Superior Court also
cited a Michigan case where the court concluded that parents were not negligent
for failing to prevent their 18 year old son from consuming alcoholic beverages in
their home. Maxwell, supra at 1219 citing Reinert v. Dolezel, 147 Mich.App. 149,
383 N.W.2d 148 (1985). The Superior Court cited extensively to Reinert as
follows:
Although plaintiff refers to the young people involved in this
case as "minors", they were not .:.. A person who is 18
years of age is determined to bean adult of legal age for all
purposes whatsoever and shall have the same duties,
liabilities, responsibilities, rights and legal capacity as
persons heretofore acquired at 21 years of age,
notwithstanding any other provision of the law to the
contrary. These people were not minors; they were adults
5
who were not old enough drink alcoholic beverages legally.
Any duties the parents had to supervise their child's conduct
ended when that child became an adult. To make
homeowners civilly liable for iNegal activity being conducted
by adults in their home, of which the homeowners have no
part, would be to break new ground in Michigan
jurisprudence. The problem of teenagers who drink and
drive is a serious one. But we know of no jurisdiction which
imposes a duty upon homeowners to stop adults from
illegally drinking in their home... There is no duty to control
the conduct of a third party so as to prevent him from
causing physical harm to another unless a special
relationship exists.... Parents are under a duty to exercise
reasonable care to control their minor child, but this duty
ends when the child becomes an adult, and that happens in
Michigan at age 18.
Maxwell, supra at 1219 citing 383 N.W.2d at 151 (citations omitted).
The Pennsylvania Superior Court agreed, holding:
Under the general principle of law set forth in the Section
315 of the Restatement (Second) of Torts, there is no duty to
control the conduct of a third person so as to prevent him or
her from causing physical harm to another in the absence of
a special relationship between the actor, and the third
person. In this case, the trial court properly concluded that
there was no special relationship between the homeowners
and either their daughter or her guest which was sufficient to
impose uporrthe homeowners a duty to control the conduct
of their daughter so as to prevent her from killing her guest
during an angry frenzy.
Maxwell, supra at 1219.
In this case, Plaintiffs have alleged that the Ockers are liable for failing to
control the behavior of their son. Plaintiffs have not alleged any facts that could
support the conclusion that a special relationship existed between the Ockers
and either the Plaintiffs' decedent or Ben Ocker. As such, the Ockers may not be
6
held liable under the theory that they failed to properly supervise their son unless
he were under the age of 18 at the time in question.
On its face, this argument may seem in conflict with an argument being
advanced on behalf of the Ockers' son and Co-Defendant in this case, Benjamin
G. Ocker. See Preliminary Objections of Defendant, Benjamin G. Ocker and
brief in support thereof. The two arguments, however, are consistent under the
law of this Commonwealth. It is clear that the Pennsylvania Supreme Court
has ruled that a minor may not be held civilly liable for furnishing alcohol to
another minor. Kapres v. Heller, 536 Pa. 551, 640 A.2d 888 (1994). Under the
law of this Commonwealth, Benjamin G. Ocker may not be treated as an adult for
the purposes of civil liability with regard to furnishing alcohol. This rule
notwithstanding, it is also the clear mandate of the courts that parents cannot be
required to supervise the actions of their children between the ages of 18 and 21,
who are considered adults in this Commonwealth for most purposes other than
consuming alcohol or furnishing alcohol in a social setting.
Plaintiffs' claims against Gordon and Donna Ocker for negligent
supervision, therefore, are legally insufficient and should be stricken from their
Complaint with prejudice pursuant to Pa. R.C.P. 1028(a) (4).
B. Plaintiffs' Complaint fails to set forth a
legally sufficient claim against Gordon and
Donna Ocker for punitive damages.
7
Haines, 520 Pa. 484, 555 A.2d 58 (1989); Trotman v. Mecchella, 421 Pa. Super.
620, 618 A.2d 982 (1992); Feld v. Merriam, 506 Pa. 383, 485 A.2d 742 (1984).
Punitive damages must be based on conduct that is malicious, wanton,
reckless, willful, or oppressive. Feld v. Merriam, 506 Pa. 383, 485 A.2d 742
(1984). An assessment of the actor's state of mind is vital when determining
whether an award of punitive damages is proper. Id. The act, or failure to act,
must be intentional, reckless or malicious. Id. Punitive damages may not be
awarded when there is no evidence of an evil motive or of reckless indifference
and conscious disregard to the safety of others. Id.
The Pennsylvania Supreme Court has looked to the Restatement for
guidance in determining what type of behavior is "reckless" for the purpose of
awarding punitive damages. See e.g• Martin v. Johns-Manville Corp., 508 Pa.
154, 494 A.2d 1088 (1985). Section 500 of the Restatement states that:
[t]he actor's conduct is in reckless disregard of the
safety of another if he does an act or intentionally fails
to do an act which it is his duty to the other to do,
knowing or having reason to know of facts which
would lead a reasonable man to realize, not only that
his conduct creates an unreasonable risk of physical
harm to another, but also that such risk is
substantially greater that that which is necessary to
make his conduct negligent.
Comment a to Section 500 states that recklessness may consist of either
of two types of conduct. In the first, the actor has reason to know of facts which
create a high degree of risk of physical harm to another, and deliberately
proceeds to act, or fails to act, in conscious disregard of, or indifference to, that
risk. In the second, the actor has such knowledge, or reason to know, of facts,
but does not realize or appreciate the high degree of risk involved, although a
reasonable man in his position would do so. Case law has recognized the
distinction between these two types of "reckless" behavior and held that only the
first type is sufficient to support a claim for punitive damages. Martin v. Johns-
Manville Corp., 508 Pa. 154, 494 A.2d 1088 (1985).
From the outset, it is clear that Plaintiffs have not alleged that the Ockers
acted intentionally or with an evil motive towards their decedent. As such, any
award of punitive damages must be based on a finding that the Ockers acted in
reckless indifference to the Plaintiffs' decedent's safety.
Under the standard required on a demurrer, this Court must accept as true
the factual allegations of Plaintiffs' Complaint. However, this Court is not
required to accept the allegations that the conduct complained of rises to the
level required to support an award of punitive damages.
When the allegations in Plaintiffs' Complaint are reviewed under the
standard required on a demurrer, it becomes apparent that the conduct alleged
sounds in negligence, perhaps even gross negligence. Even if the conduct can
be deemed reckless, it is clear that it falls into the second category of conduct
discussed above. Plaintiffs' Complaint is devoid of any allegations that could
support a finding that the Ockers had reason to know of facts which create a high
degree of risk of physical harm to the Plaintiffs' decedent, and deliberately
10
proceeded to act, or failed to act, in conscious disregard of, or with indifference
to, that risk.
The mere fact that a danger should have been foreseen does not mean
that the risk of danger was realized by the defendant to the extent necessary to
show that degree of knowledge and the conscious disregard thereof needed for a
finding of recklessness. It is not sufficient to allege that an objective person
should have done more or that the defendant was negligent or even grossly
negligent in participating in or failing to stop a party at which minors consumed
alcohol to justify punitive damages. Takes v. Metropolitan Edison Co., 440 Pa.
Super. 101, 655 A.2d 138 (1995), appeal granted in part, 679 A.2d 255, rev'd in
part, 695 A.2d 397, reargument denied.
Although Plaintiffs may have stated a claim for negligence, perhaps even
gross negligence, against the Ockers, the Complaint is devoid of any facts to
show that the Ockers acted with an evil intent towards the Plaintiffs. Likewise,
the facts pled and the reasonable inferences arising there from cannot support a
finding that the Ockers acted with the requisite maliciousness or reckless and
conscious disregard for Plaintiffs' safety. As such, the claims for punitive
damages against the Ockers should be dismissed with prejudice.
I. CONCLUSION
Defendants Gordon and Donna Ocker may not be held liable under the
facts alleged for the negligent supervision of their son, Defendant Benjamin G.
Ocker. Paragraph 17(g) of their Complaint should therefore be stricken with
11
,;
prejudice. Further, the facts pled cannot support an award of punitive damages.
As such, this Honorable Court should sustain the Preliminary Objections filed by
Defendants Gordon and Donna Ocker.
Respectfully submitted,
MARSHALL & HADDICK, P.C.
Date: ~(~~b~ ~
C es E. a ick, Jr., Esquire
Attorney I.D. No. 55666
Lori Adamcik Kariss, Esquire
Attorney I.D. No. 66465
20 South 36~h Street
Camp Hitl, PA 17011
(717)731-4800
Counsel for Defendants Gordon
and Donna Ocker
12
CERTIFICATE OF SERVICE
AND NOW, this day of July, 2001, Lori Adamcik Kariss., Esquire,
hereby certify that I did serve a true and correct copy of the foregoing upon all
counsel of record by depositing, or causing to be deposited, same in the U.S.
mail, postage prepaid, at Harrisburg, Pennsylvania, addressed as follows:
By First-Class Mail:
Richard S. Friedman, Esquire
600 North Second Street
P.O. Box 984
Harrisburg, Pa 17108
-~.~--~
Lori Adamcik Kariss, Esquire
13
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.~C l2g'~~)a~
THE ESTATE OF ERIC E. STUM, IN THE COURT OF CO
BY EDWARD L. STUM, OF CUMBERLAND COU
ADMINISTRATOR, AND EDWARD L. ____ _ ________
STUM AND NANCEY E. STUM, _
INDIVIDUALLY
CIVIL ACTION -LAW
Plaintiffs
DOCKET NO: 01-4123 Civil Term
v.
GORDON OCKER AND DONNA ,
OCKER, HUSBAND AND WIFE, and
BENJAMIN G. OCKER,
Defendants JURY TRIAL DEMANDED
NOTICE TO PLEAD r-'
TO: THE ESTATE OF ERIC E. STUM, BY EDWARD L. STUM,
ADMINISTRATOR, AND EDWARD L. STUM
AND NANCEY E. STUM, INDIVIDUALLY
c/o Richard S. Friedman, Esquire
800 North Second Street = _
P.O. Box 984 -5 <r.
Harrisburg, Pa 17108
YOU ARE HEREBY NOTIFIED TO PLEAD TO THE WITHIN PRELIM{NARY
OBJECTIONS OF DEFENDANT, BENJAMIN OCKER TO PLAINTIFF'S COMPLAINT WITHIN
TWENTY (20) DAYS OF SERVICE OR A DEFAULT JUDGMENT MAY BE ENTERED AGAINST
YOU.
Respectfully submitted,
Date: July 24, 2001
MARSHALL & HADDICK, P,C.
~-~__~::i~~
Charles E. Haddick, Jr., Esquire
Attomey I.D. No: 55666
Lori Adamcik Kariss, Esquire
Attorney I.D. No: 66465
20 South 36th Street
Camp Hill, PA 17011
(717)731-4800
Attorney for Gordon and Donna Ocker and
Benjamin Ocker, ONLY
JUL 2'~ 2007 ~
M N PLE ~
THE ESTATE OF ERIC E. STUM, : IN THE COURT OF COMMON PLEAS
BY EDWARD L. STUM, :OF CUMBERLAND COUNTY, PENNA.
ADMINISTRATOR, AND EDWARD L.
STUM AND NANCEY E. STUM,
INDIVIDUALLY .
CIV{L ACTON -LAW
Plaintiffs
DOCKET NO: 01-4123
v.
CORDON OCKER AND DONNA
OCKER, HUSBAND AND WIFE, and
BENJAMIN G. OCKER,
Defendants JURY TRIAL DEMANDED
ORDER
AND NOW, this ^ day of , 2001 it is ORDERED that the
Preliminary Objections filed by Defendant Benjamin G. Ocker are SUSTAINED and
that Plaintiffs' Complaint is DISMISSED with prejudice.
BY THE COURT:
J.
THE ESTATE OF ERIC E. STUM, : IN THE COURT OF COMMON PLEAS
BY EDWARD L. STUM, :OF CUMBERLAND COUNTY, PENNA.
ADMINISTRATOR, AND EDWARD L.
STUM AND NANCEY E. STUM,
INDIVIDUALLY
Plaintiffs
CIVIL ACTION -LAW
DOCKET NO: 01-4123
v.
GORDON OCKER AND DONNA
OCKER, HUSBAND AND WIFE, and
BENJAMIN G. OCKER,
Defendants JURY TRIAL DEMANDED
ORDER
AND NOW, this _ day of , 2001 it is ORDERED that the
Preliminary Objections filed by Defendant Benjamin G. Ocker are SUSTAINED and
that Count VI of Plaintiffs' Complaint is DISMISSED with prejudice.
BY THE COURT:
J.
THE ESTATE OF ERIC E. STUM,
BY EDWARD L. STUM,
ADMINISTRATOR, AND EDWARD L.
STUM AND NANCEY E. STUM,
INDIVIDUALLY
Plaintiffs
IN THE COURT OF COMMON PLEAS
:OF CUMBERLAND COUNTY, PENNA.
CIVIL AGTlON -LAW
DOCKET NO: 01-4123
v.
GORDON OCKER AND DONNA
OCKER, HUSBAND AND WIFE, and
BENJAMIN. G. OCKER,
Defendants
JURY TRIAL DEMANDED
PRELIMINARY OBJECTIONS OF DEFENDANT, BENJAMIN G. OCKER,
TO PLAINTIFFS' COMPLAINT
AND NOW comes the Defendant, Benjamin G. Ocker, by and through his
counsel, Marshall & Haddick, P.C., and files the instant Preliminary Objections to
Plaintiffs' Complaint pursuant to Pa. R.C.P. 1028(a)(4). "
1. Plaintiffs allege that their decedent, Eric E. Stum, suffered injuries in
an automobile accident that occurred on or about July 10, 1999 which resulted in his
death. See Plaintiffs' Complaint at paragraph 14. (A true copy of Plaintiffs'
Complaint is attached hereto as Exhibit "A").
2. Plaintiffs allege that Benjamin Ocker held a party at his parents'
residence, at which Benjamin and other minors consumed alcoholic beverages. See
paragraphs 8, 10 of Plaintiffs' Complaint.
Preliminary Objection pursuant to Pa. R.C.P. 1028 ~) (4)
3. Defendant incorporates by reference paragraphs 1 - 2 above as if fully
set forth herein.
4. In Paragraph 25 of their Complaint, Plaintiffs allege that their decedent
was fatally injured as a result of the willful, wanton, reckless and negligent behavior
on the part of Benjamin G. Ocker, which allegedly consisted of the following:
(a) Hosting a party with his parents' permission.
(b) Permitting alcoholic beverages to be served and consumed, although
they [sicj knew or should have known that it would be served to
minors, including Evan Spencer.
(c) Facilitating the consumption of alcoholic beverages by minors.
(d) Intending to furnish, agreeing to furnish, or promoting the furnishing of
alcohol to various minors, including Evan Spencer.
(e) Furnishing, agreeing to furnish, or promoting the furnishing of alcohol
to various minors, including Evan Spencer.
5. Pennsylvania Rule of Civil Procedure 1028(a)(4) authorizes a
preliminary objection on the grounds of the legal insufficiency of a pleading
(demurrer).
6. Plaintiffs have failed to state a claim against Benjamin G. Ocker
because Pennsylvania law does not permit a minor to be held civilly liable for the act
of furnishing alcohol to other minors. Kapres v. Heller, 536 Pa. 551, 640 A.2d 888
(1994).
WHEREFORE Benjamin G. Ocker respectfully requests that this Honorable
Court grant his Preliminary Objections and that Plaintiffs' Complaint be dismissed
with prejudice.
Alternative Preliminary Objection pursuant to Pa. R.C.P. 7028 (a) (4)
7. Paragraphs 1 - 6 are incorporated herein by reference.
2
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8. Pennsylvania Rule of Civil Procedure 1028(a)(4) authorizes a
preliminary objection on the grounds of the legal insufficiency of a pleading
(demurrer).
9. Plaintiffs' Complaint contains a claim against Defendant Benjamin G.
Ocker for punitive damages. See Count VI of Plaintiffs' Complaint.
10. First, Defendant Benjamin G. Ocker seeks the dismissal of Count VI of
Plaintiffs' Complaint for failing to state a claim upon which relief can be granted.
There is no independent cause of action for punitive damages recognized by the law
of this Commonwealth.
11. Secondly, with respect to any claim for punitive damages asserted
against Defendant Benjamin G. Ocker by way of the remainder of the Complaint, this
Court should strike same for legal insufficiency.
12. Punitive damages are not available in a wrongful death action. Harvey
v. Hassinger, 315 Pa. Super. 97, 100, 461 A.2d 814, 815 (1983).
13. Punitive damages are not recoverable in a survival action unless the
decedent could have recovered them had he survived. Id. at 102, 461 A.2d at 816.
14. Punitive damages are warranted only when a defendant's conduct is
outrageous, because of an evil motive or reckless indifference to the rights of others.
Feld v. Merriam, 506 Pa. 383, 485 A.2d 742 (1984); Restatement (Second) of Torts
§908(2).
15. Allegations of negligence or gross negligence can not support a claim
for punitive damages. Martin v. Johns-Manville Corp., 508 Pa. 154, 494 A.2d 1088
(1985).
3
i
16. Plaintiffs' Complaint does not contain allegations sufficient to support a
finding that Benjamin G. Ocker acted intentionally, maliciously, or in conscious
disregard of a known and realized risk to their decedent.
17. The allegations in Plaintiffs' Complaint are legally insufficient to
support a finding of the state of mind required to award punitive damages.
18. Plaintiffs have failed to state a claim for punitive damages against
Defendant Benjamin G. Ocker.
WHEREFORE, Defendant Benjamin G. Ocker respectfully requests that this
Honorable Court grant his Preliminary Objections and strike all claims for punitive
damages asserted by the Plaintiffs.
Respectfully submitted,
c~ ` RM1ARSHALL & HADDICK, P.C.
Date Z l ~ ~ I _.-~ , -
. Had i k, Jr., Esquire
Attorney I.D. No. 5666
Lori Adamcik Kariss, Esquire
Attorney I.D. No. 66465
20 South 36`" Street
Camp Hill, PA 17011
(717) 731-4800
Counsel for Defendant
Benjamin G. Ocker
4
r
CERTIFICATE OF SERVICE
AND NOW, this day of July, 2001, I, Charles E. Haddick, Jr., Esquire,
hereby certify that I did serve a true and correct copy of the foregoing upon ali
counsel of record by depositing, or causing to be deposited, same in the U.S.
mail, postage prepaid, at Harrisburg, Pennsylvania, addressed as follows:
First-Class Mail:
Richard S. Friedman, Esquire
600 North Second Street
P.O. Box 984
Harrisburg, Pa 17108
s . Haddick, Jr., Esquire
7
L
THE ESTATE OF ERIC E. STUM, IN THE COURT OF COMMON PLEAS
by EDWARD L. STUM, : CUMBERLAND COUNTY, PENNSYLVANIA
Administrator, and EDWARD L.
STUM and NANCY E. STUM,
Individually,
Plaintiffs
CORDON OCKER and DONNA OCKER,
husband and wife, and
BENJAMIN G. OCKER, CIVIL ACTION - LAW
Defendants
NOTICE
TO DEFENDANTS NAMED HEREIN:
You have been sued in Court. If you wish to defend against
the claims set forth in the following pages, you must take action
within twenty (20) days after this Complaint and Notice are
served, by entering a written appearance personally or by
attorney and filing in writing with the Court your defenses or
objections to the claims set forth against you. You are warned
that if you fail to do so, the case may proceed without you, and
a judgment may be entered against you by the Court without
further notice for any money claimed in the Complaint or for any
other claim or relief requested by the Plaintiffs. You may lose
money or property or other rights important to you.
YOU SHOULD TAKE THIS PAPER TO YOUR LAWYER AT ONCE. IF YOU
DO NOT HAVE A LAWYER OR CANNOT AFFORD ONE, GO TO OR TELEPHONE THE
OFFICE SET FORTH BELOW TO FIND OUT WHERE YOU CAN GET LEGAL HELP.
CUMBERLAND COUNTY BAR ASSOCIATION
2 Liberty Avenue
Carlisle, PA 17013
(717) 249-3166
Le han demandado a usted enla Corte. Si usted quiere
defenderse de estas demandas expuestas en las paginas siguientes,
usted tiene viente (20) dias de plazo al partie de la fecha de la
demanda y la notificacion. Usted debe presentar una apariencia
escrita o en persona o por abogado y archivar en la Corte en
forma escrita sus defensas o sus objeciones a las demandas en
contra de su persona. Sea avisado que si usted no se defiende,
la Corte tomara medidas y puede entrar una Orden contra usted sin
previo aviso o notificacion y por cualquier queja o alivio que es
pedido en la peticion de demanda. Usted puede perder dinero 0
sus propiedades o otros derechos importantes para usted.
LLEVE ESTA DEMANDA A UN ABOGADO IMMEDIATAMENTE. SI NO TIENE
ABOGADO O SI NO TIENE EL DINERO SUFICIENTE DE PAGAR TAL SERVICIO,
VAYA EN PERSONA O LLAME POR TELEFONO A LA OFICINA CUYA DIRECCION
SE ENCUENTRA ESCRITA ABAJO PARA AVERIGUAR DONDE SE PUEDE
CONSEGUIR ASISTENCIA LEGAL.
CUMBERLAND COUNTY BAR ASSOCIATION
2 Liberty Avenue
Carlisle, PA 17013
(717) 249-3166
Dated: \~ !r /~ ~'
FRIEDMAN & KING, P.C.
Richfird S. Friedman, Esquire
600 North Second St.
Penthouse Suite
P. O. Box 984
Harrisburg, PA 17108
(717) 236-8000
1
THE ESTATE OF ERIC E. STUM,
by EDWARD L. STUM,
Admiriistrator, and EDWARD L.
STUM and NANCY E. STUM,
Individually,
Plaintiffs
v.
GORDON OCKER and DONNA OCKER,
husband and wife, and
BENJAMIN G. OCKER,
Defendants
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
. NO.
CIVIL ACTION - LAW
COMPLAINT
1. Plaintiff, Edward L. Stum, is an adult individual
residing at 2 Meadows Road, Newville, Cumberland County,
Pennsylvania 17241. Plaintiff, Edward L. Stum, is the
Administrator of the Estate of Eric E. Stum, deceased
("Decedent") having been appointed by the Register of Wills of
Cumberland County, Pennsylvania on July 29, 1999, and is also the
surviving father of the Decedent.
2. Plaintiff, Nancy E. Stum, is an adult individual
residing at 2 Meadows Road, Newville, Cumberland County,
Pennsylvania 17241, and is the wife of Plaintiff, Edward L.
Stum, and is also the surviving mother of Decedent.
3. Defendants, Gordon and Donna Ocker, are adult
individuals, husband and wife, and reside at 31 Stone Ledge Road,
Newville, Cumberland County, Pennsylvania 17241.
rt~
4. Defendant, Benjamin G. Ocker, is an adult
individual, who resides at 31 Stone Ledge Road, Newville,
Cumberland County, Pennsylvania 17241.
5. No person who is not a Plaintiff in this action is
entitled by law to recover damages based upon the death of the
Decedent.
6. On or about July 10,'1999, Marlin L. Rudy and
Kimberly Rudy purchased alcoholic beverages, including, but not
limited to, a keg of beer for their then minor son, John Rudy.
7. On or about July 10, 1999, John Rudy transported
the above-referenced keg of beer to Defendant Ockers' residence.
8. At that time and place, a party was being held at
the residence of Defendants, Gordon and Donna Ocker, by their
then minor son, Defendant, Benjamin G. Ocker.
9. At that time and place, Defendants, Gordon and
Donna Ocker, knew or should have known based on prior experiences
that their minor son intended to have a party with alcoholic
beverages at their home.
10. At that time and place, several minors, which
included Benjamin G. Ocker, John Rudy, Evan Spencer, and others
consumed alcoholic beverages at the party.
il,. At approximately 9:35 p.m., after consuming
alcoholic beverages, Evan Spencer left the party in Evan
Spencer's 1992 Dodge Stealth motor vehicle, along with Eric Stum,
his passenger.
.~ ! ~
12. As Evan Spencer traveled on SR 11, Penn Township,
Cumberland County, at a high rate of speed, he lost control of
his vehicle, crossed the center line into the wrong lane of
travel, and became involved in a head-on collision.
13. Evan Spencer's inability to safely operate his
motor vehicle and the resulting accident were the direct and
proximate result of him being extremely intoxicated and unable to
properly control his vehicle.
14. As a result of the accident, the Decedent, Eric E.
Stum, suffered injuries which resulted in his death.
COUNT I
SURVIVAL ACTION
Plaintiff Edward L Stum Administrator
of the Estate of Eric E. Stum v. Gordon Ocker
and Donna Ocker
15. Paragraphs 1 through 14 are incorporated herein by
reference as though more fully set forth at length.
16. Plaintiff brings this survival action under 20 Pa.
Cons. Stat. Ann. §3373 and 42 Pa. Consolidated Statute Annotated
§8302.
17. The foregoing incident and the resulting fatal
injuries sustained by the Decedent, are the direct and proximate
result of willful, wanton, reckless and negligent behavior of the
Defendants, Gordon Ocker and Donna Ocker, which consisted of the
following:
A. Permitting their minor son, Benjamin G. Ocker,
to have a party at their home.
w
t
B. Permitting alcoholic beverages to be served at
the party, although they knew or should have known that it would
be consumed by minors, including Evan Spencer.
C. Permitting their son, Benjamin G. Ocker, to
consume alcoholic beverages, although he was not of legal
drinking age.
D. Allowing their son, Benjamin G. Ocker, and his
minor friends to consume alcoholic beverages on their premises.
E. Intending to furnish, agreeing to furnish, or
promoting the furnishing of alcohol to various minors, including
Evan Spencer.
F. Furnishing, agreeing to furnish, or promoting
the furnishing of alcohol to various minors, including Evan
Spencer.
G. Failing to provide adequate parental
supervision of their son, Benjamin G. Ocker.
18. As a direct and proximate result of the aforesaid
behavior of Defendants, Gordon Ocker and Donna Ocker, the
Defendants are liable for the following damages:
A. Decedent's pain and suffering between the time
of his injuries and the time of his death.
B. Decedent's total estimated future earning
power, less his estimated cost of personal maintenance.
C. Decedent's loss of retirzment and Social
Security income.
t
D. Decedent's other financial losses suffered as
a result of his death.
E. Decedent's loss of enjoyment of life.
WHEREFORE, Plaintiff demands judgment against the
Defendants, Gordon Ocker and Donna Ocker, for a sum in excess of
$25,000.00, exclusive of interest and costs, and in excess of any
jurisdictional amount requiring compulsory arbitration.
COONT II
WRONGFOL DEATS ACTION
Plaintiffs. Edward L. Stem and Nancy E. Stum. Individually
v. Defendants Gordon Ocker and Donna Ocker
19. Paragraphs 1 through 18 of the Complaint are
incorporated herein by reference as though more fully set forth
at length.
20. The Plaintiffs bring this action pursuant to
Pennsylvania Wrongful Death Act, 42 Pa. Consolidated Statute
Annotated §8301 and Pa. R.C.P. No. 2202(a).
21. The Decedent was survived by the Plaintiffs, who
alone are entitled to recover damages for his death.
22. The Decedent did not bring an action for personal
injuries during his lifetime, and no other action for the death
of the Decedent has been commenced against the Defendants.
23. As a direct and proximate result of the aforesaid
behavior of the Defendants, the Plaintiffs suffered and the
Defendants are liable for the following damages:
A. Funeral expenses for the Decedent,
~;.
} ~
B. Expenses of administration related to the
Decedent's injuries and death.
C. The Plaintiffs' deprivation and injury as a
result of the loss of the support, comfort, counsel, aid,
association, care and services of the Decedent.
D. Such other damages as are permissible in a
wrongful death action.
Plaintiffs demand judgment against the
Defendants, Gordon Ocker and Donna Ocker, for a sum in excess of
$25,000.00, exclusive of interest and costs, and in excess of any
jurisdictional amount requiring compulsory arbitration.
COUNT III
PUNITIVE DAMAGES
24. Paragraphs 1 through 23 of the Complaint are
incorporated herein by reference as though more fully set forth
at length.
25. Defendants', Gordon and Donna Ocker, conduct of
permitting their then minor son to have a party at their
residence, including alcoholic beverages, while they were not at
home constitutes outrageous conduct and reckless indifference to
the rights of other persons. Defendants knew or should have
known that alcohol would be consumed by minors, which created a
high risk to other persons.
Gordon Ocker and Donna Ocker
i t
26. Said conduct of Defendants constitutes wanton and
willful negligence, is outrageous and entitles the Plaintiffs to
an award of punitive damages.
Plaintiffs demand judgment against the
Defendants, Gordon Ocker and Donna Ocker, for a sum in excess of
$25,000.00, exclusive of interest and costs, and in excess of any
jurisdictional amount requiring compulsory arbitration.
COUNT IV
SURVIVAL ACTION
27. Paragraphs 1 through 14 are incorporated herein by
reference as though more fully set forth at length.
28. Plaintiff brings this survival action under 20 Pa.
Cons. Stat. Ann. §3373 and 42 Pa. Consolidated Statute Annotated
§8302.
29. The foregoing incident and the resulting fatal
injuries sustained by the Decedent, are the direct and proximate
result of willful, wanton, reckless and negligent behavior of the
Defendant, Benjamin G. Ocker, which consisted of the following:
A. Hosting a party with his parents' permission.
B. Permitting alcoholic beverages to be served
and consumed, although they knew or should have known that it
would be served to minors, including Evan Spencer.
. } J
C. Facilitating the consumption of alcoholic
beverages by minors.
D. Intending to furnish, agreeing to furnish, or
promoting the furnishing of alcohol to various minors, including
Evan Spencer.
E. Furnishing, agreeing to furnish, or promoting
the furnishing of alcohol to various minors, including Evan
Spencer.
30. As a direct and proximate result of the aforesaid
behavior of Defendant, Benjamin G. Ocker, the Defendant is liable
for the following damages:
A. Decedent's pain and suffering between the time
of his injuries and the time of his death.
B. Decedent's total estimated future earning
power, less his estimated cost of personal maintenance.
C. Decedent's loss of retirement and Social
Security income.
D. Decedent's other financial losses suffered as
a result of his death.
E. Decedent's loss of enjoyment of life.
WHEREFORE, Plaintiff demands judgment against the
Defendant, Benjamin G. Ocker, for a sum in excess of $25,000.00,
exclusive of interest and costs, and in excess of any
jurisdictional amount requiring compulsory arbitration.
s
COUNT V
WRONGFUL DEATH ACTION
31. Paragraphs 1 through 14 and 27 through 30 of the
Complaint are incorporated herein by reference as though more
fully set forth at length.
32. The Plaintiffs bring this action pursuant to
Pennsylvania Wrongful Death Act, 42 Pa. Consolidated Statute
Annotated §8301 and Pa. R.C.P. No. 2202(a).
33. The Decedent was survived by the Plaintiffs, who
alone are entitled to recover damages for his death.
34. The Decedent did not bring an action for personal
injuries during his lifetime, and no other action for the death
of the Decedent has been commenced against the Defendant.
35. As a direct and proximate result of the aforesaid
behavior of the Defendant, the Plaintiffs suffered and the
Defendant is liable for the following damages:
A. Funeral expenses for the Decedent.
B. Expenses of administration related to the
Decedent's injuries and death.
C. The Plaintiffs' deprivation and injury as a
result 'of the loss of the support, comfort, counsel, aid,
association, care and services of the Decedent.
D. Such other damages as are permissible in a
wrongful death action.
WHEREFORE, Plaintiffs demand judgment against the
Defendant, Benjamin G. Ocker, for a sum in excess of $25,000.00,
exclusive of interest and costs, and in excess of any
jurisdictional amount requiring compulsory arbitration.
COIINT VI
PUNITIVE DAMAGES
36. Paragraphs 1 through 14 and 27 through 35 of the
Complaint are incorporated herein by reference as though more
fully set forth at length.
37. Defendant's, Benjamin G. Ocker, conduct of hosting
a party without alcoholic beverages constitutes outrageous
conduct and reckless indifference to the rights of other persons.
Defendant knew or should have known that alcohol would be
consumed by minors, creating a high risk to other persons.
38. Said conduct of Defendant constitutes wanton and
willful negligence, is outrageous and entitles the Plaintiffs to
an award of punitive damages.
_~
i
WHEREFORE, Plaintiffs demand judgment against the
Defendant, Benjamin G. Ocker, for a sum in excess of $25,000.00,
exclusive of interest and costs, and in excess of any
jurisdictional amount requiring compulsory arbitration.
Respectfully submitted,
FRIEDMAN & KING, P.C.
Date• ~ O~
..,
60 N. Second Street
Penthouse Suite
P. O. Box 984
Harrisburg, PA 17108
(717) 236-8000
k/p:pleadings\stum.cmp
r
VERIFICATION
I, Edward L. Stum, Administrator of the Estate of Eric
E. Stum, and we, Edward L. Stum and Nancy E. Stum, individually,
hereby acknowledge that we are the Plaintiffs in the foregoing
action; that we have read the foregoing Complaint; and the facts
stated therein are true and correct to the best of our knowledge,
information and belief.
We understand that any false statements herein are made
subject to penalties of 18 Pa. C.S. Section 4904, relating to
unsworn falsification to authorities.
Edwa~tuministrator~~
of the Estate of Eric E. Stum
ETdward L. S um
C
~~-uf, Cam, «`~
Nancy Stum
Dated: ~/^"''~~~~~~
.., ~ C/28'~ ~ ~~
~i
s
THE ESTATE OF ERIC E. STUM,
BY EDWARD L. STUM,
ADMINISTRATOR, AND EDWARD L.
STUM AND NANCEY E. STUM,
INDIVIDUALLY
Plaintiffs
CIVIL ACTION -LAW
DOCKET NO: 01-4123
v.
GORDON OCKER AND DONNA .
OCKER, HUSBAND AND WIFE, and
BENJAMIN G. OCKER,
Defendants
JURY TRIAL DEMANDED
BRIEF OF DEFENDANT, BENJAMIN G. OCKER, IN SUPPORT OF
PRELIMINARY OBJECTIONS TO PLAINTIFFS' COMPLAINT
AND NOW, comes the Defendant, Benjamin G. Ocker, by and through his
attorneys, Marshall and Haddick, P.C., and Fles this Brief in support of his
preliminary objections to Plaintiffs' Complaint.
1. FACTUAL AND PROCEDURAL HISTORY
Plaintiffs initiated this lawsuit by filing a Complaint on or about June 29,
2001. Plaintiffs allege that on July 10, 1999, their decedent, Eric E. Stum,
suffered injuries in an automobile accident which resulted in his death. See
Plaintiffs' Complaint at paragraph 14. (A true and correct copy of Plaintiffs'
Complaint is attached to Defendant's Preliminary Objections as Exhibit "A").
Plaintiffs allege that Benjamin Ocker held a party at his parents' residence, at
s
AUGD~200P~ ~(~
IN THE COURT OF COMMON PLEAS
:OF CUMBERLAND COUNTY, PENNA.
-,
~, ~ y
which Benjamin and other minors consumed alcoholic beverages. See
paragraphs 8, 10 of Plaintiffs' Complaint. Plaintiffs seek damages from Benjamin
G. Ocker on the theory that he hosted the party and furnished alcohol to Evan
Spencer, the minor driver of the car in which Plaintiffs' decedent was a
passenger at the time of the accident in question.
Defendant, Benjamin G. Ocker, filed Preliminary Objections in the nature
of a demurrer to Plaintiffs' Complaint. The basis of the demurrer is that
Pennsylvania law does not permit a minor to be held liable under the doctrine of
social host liability. In addition, Benjamin G. Ocker preliminarily objected to
Plaintiffs' claim for punitive damages against him. Benjamin G. Ocker now files
this Brief in support of his Preliminary Objections.
II. ISSUES
A. Is Plaintiffs' Complaint legally insufficient to state a
claim against Benjamin G. Ocker because minors
cannot be held liable under the doctrine of social host
liability?
Suggested Answer: Yes.
B. Does Plaintiffs' Complaint fail to set forth a claim for
punitive damages upon which relief may be granted?
Suggested Answer: Yes.
III. ARGUMENT
2
.,
This Honorable Court should sustain preliminary objections in the nature
of a demurrer where:
the complaint is insufficient to establish the pleader's
right to ~'elief.... For the purpose of testing the legal
sufficiency of the challenged pleading a preliminary
objection in the nature of a demurrer admits as true all
well-pleaded, material, relevant facts ... and every
inference fairly :deducible from those facts....
[However], [t]he pleader's conclusions of law are not
considered to be admitted as true by a demurrer.
The County of Allegheny v. The Commonwealth of Pennsylvania, 507 Pa. 360,
490 A.2d 402 (1985)(citations omitted).
A. Plaintiffs' Complaint is legally insufficient to state a claim
against Benjamin G. Ocker because minors may not be held
liable under the doctrine of social host liability in this
Commonwealth.
1. Social Host Liability
The social host doctrine is a general phrase used to designate a claim in
negligence against a person (the host) who provides alcoholic beverages to
another (the guest), without remuneration, where the guest then sustains injuries,
or causes injury to a third person as a result of his intoxicated condition. Kapres
v. Heller, 536 Pa. 551, 640 A.2d 888, 889 footnote 1 (1994), citing Klein v.
Raysinger, 504 Pa. 141, 470 A.2d 507 (1983).
A social host's liability for the acts of a drunken driver who leaves the
host's home depends both on the age of the driver and of the host. In Klein v.
Raysinger, 504 Pa. 141, 470 A.2d 507 (1983) the Pennsylvania Supreme Court
held that there can be no liability on the part of a social host who serves alcoholic
3
~r
beverages to his or her adult guests. The Court based its ruling on the great
weight of authority which supports the view that it is the consumption of alcohol,
rather than its furnishing, which is the proximate cause of any subsequent
occurrence.
On the same day that the Supreme Court announced the general rule of
no liability for social hosts, it created an exception that applies in cases where an
adult social host supplies alcohol to a minor. In Cognini v. Portersville Valve
Co., 504 Pa. 157, 470 A.2d 515 (1983) the Court held that an adult social host
was negligent per se in serving alcohol to the point of intoxication to a person
less than twenty one years of age. However, as explained below, Cognini does
not control this case.
2. Social Host Liability Does Not Apply to Minor Hosts
In Kapres v. Heller, 536 Pa. 551, 640 A.2d 888 (1994) the Supreme Court
held that a minor could not be held liable under the theory of social host liability.
From the face of Plaintiffs' Complaint, it is clear that they seek to hold Benjamin
G. Ocker, a minor, liable for furnishing alcohol to other minors. See Plaintiffs'
Complaint. As such, Plaintiffs, have failed to state a claim against Benjamin G.
Ocker.
The Pennsylvania Supreme Court examined prior case law in rendering its
decision in Kapres. The Kapres Court explained that the Cognini Court found
that the rule of Klein, which places the responsibility upon an adult for the
consequences of his or her own consumption of alcohol, does not apply in those
situations where an adult furnishes alcohol to a minor. Kapres, 640 A.2d at 891.
4
v;
The Court explained that the C nini exception was canned out on the basis that
minors are judged to be incompetent to handle alcohol. Id. Thus, the Co nini
Court recognized that public concerns for the safety of minors places a duty upon
an adult to ensure that a minor is not furnished with alcohol. Id. However, the
Kapres Court specifically rejected the argument that minor defendants should be
held to the standards of adults as in Co nini. Id.
The Supreme Court's decision in Kapres makes it clear that Cognini's
limited exception applies only in those cases where an adult supplies alcohol to a
minor. The Court stated that:
[tJhe exception carved out in Cognini remains valid in
those cases where ,an adult, who under the eyes of
the law is presumed to know the effects of alcohol,
furnishes alcohol to a minor, who is presumed under
the law incompetent regarding the effects of alcohol.
640 A.2d at 891. The rule set forth in Kapres also applies to situations in which a
minor who is supplied alcohol by another minor injures third parties. See
Sperando v Commonwealth, Department of Transportation, 537 Pa. 352, 643
A.2d 1079 (1994), (applying law of Kapres v. Heller and reversing
Commonwealth Court's decision that a minor was liable to a third person who
was injured as a result of that minor's provision of alcohol to another minor).
The law of the Commonwealth, as stated by the Pennsylvania Supreme
Court, makes it clear that Benjamin G. Ocker was incompetent regarding the
effects of alcohol on July 10, 1999. It is equally clear that by virtue of the fact
that he was a minor at the time, Benjamin G. Ocker cannot be held liable for
5
}
~~
furnishing alcohol to other minors on July 10, 1999. The Plaintiffs' Complaint
against Benjamin G. Ocker should therefore be dismissed with prejudice.
B. Plaintiffs' Complaint fails to set forth a claim for punitive
damages upon which relief may be granted.
The Complaint before this Honorable Court contains a claim for punitive
damages against Benjamin G. Ocker. See Plaintiffs' Complaint at Count VI.
However, the facts alleged therein can not support such an award. First,
Defendant Benjamin G. Ocker seeks the dismissal of Count VI of Plaintiffs'
Complaint for failing to state a claim upon which relief can be granted. There is
no independent cause of action for punitive damages recognized by the law of
this Commonwealth. Secondly, with respect to any claim for punitive damages
asserted against Defendant Benjamin G. Ocker by way of the remainder of the
Complaint, this Court should strike same for legal insufficiency.
Preliminarily, punitive damages are not available in a wrongful death
action. Harvey v. Hassinger, 315 Pa. Super. 97, 100, 461 A.2d 814, 815 (1983).
Moreover, punitive damages are not recoverable in a survival action unless the
decedent could have recovered them had he survived. Id. at 102, 461 A.2d at
816. With regard to whether the decedent could have recovered punitive
damages in the instant case, the Pennsylvania Supreme Court has adopted
Section 908(2) of the Restatement (Second) of Torts regarding liability for
punitive damages. See, Feld v. Merriam, 506 Pa. 383, 485 A.2d 742 (1984).
Under Section 908(2) punitive damages may be awarded for conduct that is
outrageous, because of the defendant's evil motive or his reckless indifference to
6
, `~
the rights of others. The courts of this Commonwealth have repeatedly declared
that the proper focus for determining whether a claim for punitive damages is
justified is on the act of the defendant and not the result of that act. Rizzo v.
Haines, 520 Pa. 484, 555 A.2d 58 (1989); Trotman v. Mecchella, 421 Pa. Super.
620, 618 A.2d 982 (1992); Feid v. Merriam, 506 Pa. 383, 485 A.2d 742 (1984).
Punitive damages must be based on conduct that is malicious, wanton,
reckless, willful, or oppressive. Feld v. Merriam, 506 Pa. 383, 485 A.2d 742
(1984). An assessment of the actor's state of mind is vital when determining
whether an award of punitive damages is proper. Id. The act, or failure to act,
must be intentional, reckless or malicious. Id. Punitive damages may not be
awarded when there is no evidence of an evil motive or of reckless indifference
and conscious disregard to the safety of others. Id.
The Pennsylvania Supreme Court has looked to the Restatement for
guidance in determining what type of behavior is "reckless" for the purpose of
awarding punitive damages. See e.g. Martin v. Johns-Manville Corp., 508 Pa.
154, 494 A.2d 1088 (1985). Section 500 of the Restatement states that:
[t]he actor's conduct is in reckless disregard of the
safety of another if he does an act or intentionally fails
to do an act which it is his duty to the other to do,
knowing or having reason to know of facts which
would lead a reasonable man to realize, not only that
his conduct creates an unreasonable risk of physical
harm to another, but also that such risk is
substantially greater that that which is necessary to
make his conduct negligent.
7
,,
support a finding that Benjamin G. Ocker had reason to know of facts which
create a high degree of risk of physical harm to the Plaintiffs' decedent, and
deliberately proceeded to act, or failed to act, in conscious disregard of, or with
indifference to, that risk.
The mere fact that a danger should have been foreseen does not mean
that the risk of danger was realized by the defendant to the extent necessary to
show that degree of knowledge and the conscious disregard thereof needed for a
finding of recklessness. It is not sufficient to allege that an objective person
should have done more or that the defendant was negligent or even grossly
negligent in participating or failing to stop a party whereat minors consumed
alcohol to justify punitive damages. Takes v. Metropolitan Edison Co., 440 Pa.
Super. 101, 655 A.2d 138 (1995), appeal granted in part, 679 A.2d 255, rev'd in
part, 695 A.2d 397, reargument denied.
Although Plaintiffs may have stated a claim for negligence, perhaps even
gross negligence, against Benjamin G. Ocker (assuming that this Honorable
Court were to find that he could be liable under the social host doctrine as a
minor serving alcohol to another minor, which is denied), the Complaint is devoid
of any facts to show that Benjamin G. Ocker acted with an evil intent towards the
Plaintiffs' decedent. Likewise, the facts pled and the reasonable inferences
arising there from cannot support a finding that Benjamin G. Ocker acted with the
requisite maliciousness or reckless and conscious disregard for Plaintiffs'
decedent's safety, As such, the Plaintiffs' claims for punitive damages against
Benjamin G. Ocker should be dismissed with prejudice.
9
.r
.a
IV. CONCLUSION
~ r
By the language of their Complaint, Plaintiffs seek to hold a minor liable
under the social host doctrine. Under rule of Kapres, Benjamin G. Ocker was
incompetent regarding the effects of alcohol on July 10, 1999 and was not
subject to the duty Plaintiffs allege was breached. As such, Plaintiffs have failed
to state a cause of action against Benjamin G. Ocker and their Complaint should
be dismissed with prejudice. In the alternative, Count VI of Plaintiffs' Complaint,
which attempts to set forth a claim against Benjamin G. Ocker for punitive
damages, should be dismissed with prejudice as being legally insufficient.
Respectfully submitted,
Date: ~UV~ A,~ ?~}~ 2~~
MARSHALL & HnADDICK, P.C~/.
CPiarles E. Haddick, Jr., Esquire
Attorney I.D. No. 55666
Lori Adamcik Kariss, Esquire
Attorney I.D. No. 66564
20 South 36~h Street
Camp Hill, PA 17011
(717) 731-4800
Counsel for Qefendanf
Benjamin G. Ocker
10
a.
f
x
CERTIFICATE OF SERVICE
AND NOW, this day of July, 2001, Lori Adamcik Kariss., Esquire,
hereby certify that I did serve a true and correct copy of the foregoing upon afl
counsel of record by depositing, or causing to be deposited, same in the U.S.
mail, postage prepaid, at Harrisburg, Pennsylvania, addressed as follows:
By First-Class Mail:
Richard S. Friedman, Esquire
600 North Second Street
P.O. Box 984
Harrisburg, Pa 17108
Lori Adamcik Kariss, Esquire
13
P:\User FoldeilPvm Docs\Wm~212].iNnswerwpd
THE ESTATE OF ERIC E. STUM, by
EDWARD L. STUM, Administrator, and
EDWARD L. STUM and NANCY E.
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
STUM, Individually,
Plaintiffs
v.
GORDON OCKER and DONNA OCKER,
Husband and Wife, and BENJAMIN G. :CIVIL ACTION -LAW
OCKER,
Defendants
v.
EVAN SPENCER, ROBERT SPENCER
and KIMBERLY A. RUDY and
MARLIN RUDY,
Additional Defendants
NO.O1-4123 CIVIL TERM
JURY TRIAL DEMANDED
ANSWER OF ADDITIONAL DEFENDANTS
EVAN SPENCER and ROBERT SPENCER TO
DEFENDANTS' COMPLAINT
AND NOW, come the Additional Defendants, Evan Spencer and Robert Spencer, by their
attorney, William A. Addams of the Law Office of Michael J. Hanft, and make the following answer
to the Defendants' complaint against Additional Defendants:
1-7. Admitted.
8-14. It is admitted the pleadings make the allegations as stated.
COUNTIandCOUNTII
OCKERSv.RUDYS
15-20. The allegations of Paragraphs 15-20 are not applicable to the answering Additional
Defendants.
COUNT III
OCKERS v. EVAN SPENCER
21. The answers to Paragraphs 1-20 are incorporated herein by reference.
22. Denied in accordance with Pa. R.C.P. 1029(e).
23. The conclusion of law is denied.
WHEREFORE, the Additional Defendant requests Count III be dismissed.
COUNT IV
OCKERS v. EVAN SPENCER
24. The answers to Paragraphs 1-23 are incorporated herein by reference.
25. Admitted.
26. Admitted.
27. Denied as stated. Evan Spencer's date of birth is July 28, 1981.
28. The conclusion of law is denied.
29. Denied in accordance with Pa. R.C.P. 1029(e).
30. The conclusion of law is denied.
31. Denied in accordance with Pa. R.C.P. 1029(e). Robert Spencer did not lrnow Evan
Spencer was using the automobile.
32. The conclusion of law is denied.
33. The conclusion of law is denied.
WHEREFORE, the Additional Defendant requests Count IV be dismissed.
NEW MATTER
By way of further answer and defense the Additional Defendants assert the following in new
matter:
34. The Additional Defendants, Evan and Robert Spencer, havesettledwiththePlaintiffs
and have obtained and are protected by a release, a copy of which is attached as Exhibit "A".
35. The settlement was approved by the court by Order of January 19, 2000, a copy of
which is attached as Exhibit "B".
WHEREFORE, the Additional Defendants request that the complaint be dismissed.
LAW OFFICE OF MICHAEL 7. HANFT
By: /
William ddams
Attorney I.D. No. 06265
19 Brookwood Avenue, Suite 106
Carlisle, PA 17013-9142
(717) 249-5373
Attorneys for Additional Defendants
Aug, 29, 2001 7,50AM ONEBEACON Ins. Hbg, Pa, 17011 No, 0035 P, 2/5
RELEASE
KNOW ALL MEN THAT WE, EDWARD L. STUM, individually, and
NANCY E. STUM, individually, and EDWARD L. STUM as the
Administrator of the Estate of Eric E. Stum, deceased,
(hereinafter jointly referred to as "Releasors"), for and in
consideration of Seventy Five Thousand (S`15,000.00) Dollars, the
- receipt and sufficiency of which is hereby acknowledged, do
hereby remise, release, and forever discharge EVAN R. SPENCER,
JEANNINE SPENCER, ROBERT SPENCER, and their insurance carrier,
CGU INSURANCE COMPANX, ("Releasees") together with all other
persons or entities, both known and unknown, who are or
subsequently may be determined to be liable for the claims
referred to below (hereinafter referred to as "Releasees"), their
heirs, executors, administrators, insurers, employees,
successors, and assigns of and from all, and all manner of,
actions and causes of action, suits, debts, dues, accounts,
bonds, covenants, contracts, agreements, judgments, claims and
demands whatsoever in law or equity presently existing or
subsequently discovered, especially those claims arising from an
incident which occurred on or about Suly 10, 1999, which against
the said Releasees we ever had, now have or which our heirs,
executors, administrators, successors or assigns of any one of
them, hereafter can, shall or may have for, or by reason of any
cause, matter or thing whatsoever except for those actions,
causes of action, suits, debts, dues, accounts, bonds, covenants,
EXHIBIT "A"
Aug, 29. 2001 7:51AM ONEBEACON Ins, Hbg, Pa, 17011 No, 0035 P. 3/5
agreements, judgments, rights, claims, demands, losses or
expenses reserved herein.
We specifically reserve our. continuing actions, causes
pf action, suits, debts, dues, accounts, bonds, covenants,
contracts, agreements, judgments, losses, expenses, claims,
rights, and demands far underinsured motorist coverage or
benefits against any insurer liable therefor.
We do not intend by the signing of this release to give
up any causes of action which we now have or which might accrue
in the future against Mr. and Mrs. Marlin L. Rudy, Mr. and Mrs,
Gordon Ocker, or any other individuals other than Releasees who
may have furnished, or assisted in furnishing alcohol to said
Evan R. Spencer on the day o£ the accident in question.
We understand that said Releasees, by reason of
agreeing to this compromise payment, admit no liability and all
expressly deny liability of any sort, and said Releasees have
made no agreement or promise to do or omit to do any act or thing
not herein set forth, and we further understand that this Release
is made as a compromise to avoid expense to terminate all
controversy and(or claims for injuxies or damages of whatsoever
nature, known or unknown, including future development thereof,
in any way growing out of or connected with said claim, incident
or contract of insurance.
The terms of an prder of January 19, 2000, issued by
the Honorable Edward E. Guido, Judge, docketed to number 2000-300
Civil Term in the matter of The Estate of Eric E. Stum, deceased,
Au;. 29. 2001 7:51AM ONEBEACDN Ins, Hbg, Pa. 17011
No. 0035 P, 4/5
and Edward L. Stum, individually, and Nancy E. Stum,
individually, versus Evan R. Spencex in the Court of Common
Pleas, Cumberland County, Pennsylvania are incorporated herein by
reference.
It is also warranted by us that we have consulted legal
counsel of our choosing concerning the terms of this agreement
and that these texms have been explained to our satisfaction by
our legal counsel.
We warrant that there are no liens against the within
Settlement. In the event any said liens are determined to exist,
we will indemnify and hold harmless Releasees of and fxom any and
all claims arising from said liens, said indemnification to
include attorney's fees and costs.
' Aug, 29. 2001 7:51AM ONEBEACON ]ns. Hbg, Pa. 17011
~~ -
CAUTION: THIS IS A RELEASE
READ HEFORE SIGNING
No. 0035 P. 5/5
IN WITNESS WHEREOF, we have hereunto set our hands and
seal this f`f~'~ day of ~1~+'"~ 2000.
SIGNED, SEALER AND DELIVERED
in the presence of:
WITNESS '
` WITN~,
G'ribi G~~,'-.~ t~vv
EDWARD L. STUM, individually
NANCY STUM, Individually
W~SS ~~~ ~ ~ EDWARD L. S nistrator
of the Estate of Eric E. Stum
SWORN TO AND SUHSCRISED
BEFORE ME THIS /'f~
DAY OF /1'~t.c,~ 2000
My commis i~ O~~ir;~=,'` ~',,,;_W~.....:..
ka.mf:accident\stum.rel
THE ESTATE OF ERIC E. STUM, IN THE COURT OF COMMON PLEAS
DECEASED, AND EDWARD L. STUM, CUMBERLAND COUNTY, PENNSYLVANIA
INDIVIDUALLY AND NANCY E. ~(
STUM, INDIVIDUALLY, NO. aDGO - 30a l.lUc _17--~
PLAINTIFFS CIVIL ACTION - LAW
v.
EV:SN R. SPENCER,
DEFENDANT
ORDER
And now, this 19 ~ day of 2000, upon
consideration of the within Petition to Comp omise Action, it is
ORDERED:
1. That settlement of all claims relating to the death of
Eric E. Stum on July 10, 1999 against CGU Insurance Company,
liability carrier for Robert Spencer and for Evan R. Spencer,
Defendant; in a total amount of $75,000.00, is approved.
2. That settlement of al.l claims relating to the death of
Eric E. Stum on July 10, 1999 against Erie Insurance Exchange, in
its role as underinsurance motorist carrier for Edward L. and
Nancy E. Stum, under policy number Q12 2201629 H, in a total
amount of $200,000.00, is approved.
3. That said settlement in the amount of $275,0.00.00 shall
be allocated and distributed as follows:
a. To Friedman and King, P.C., reimbursement of
costs, $380.38
b. To Friedman and King P.C., counsel fees, $ 68,750.00.
c. Wrongful death claim~to Edward L. Stum and Nancy E.
Stum, parents of the decedent, $102,934.81.
EXHIBIT „Bn
d. Survival, claim to Edward L. Stum, Administrator of the
Estate of Eric E. Stum, deceased, $102,934.81.
BY THE COURT:
KA_mf.pleading\stum.ord
TRUE COPY F4~.f)?~A Rif'^RD
In Testimony whereof, I here into set my hand
and the seal of said Court Carlisle, Pa.
Th~..~.~~.....,/day/ of .. ... ~G
~S~ (~~~r~h~. ~ ~ti ~,L~Z
J.
ce~ui ~.,~...
Prothonotary
VERIFICATION
Robert Spencer hereby verifies that the facts set forth in
the foregoing Answer are true and correct to the best of his
knowledge, information and belief, and understands that false
statements herein are made subject to the penalties of 18 Pa.
C.S. §4904 relating to unsworn falsifications
DATE: ~ ~ /
CERTIFICATE OF SERVICE
I hereby certify that I have this 10`" day of September, 2001, served a copy of the Answer
of Additional Defendants Spencer by mailing a copy of the same by United States mail, postage
prepared, addressed as follows:
Richard S. Friedman, Esquire
Friedman & King, P.C.
P.O. Box 984
Harrisburg, PA 17108
Attorney for Plaintiffs
Lori Adamcik Kariss, Esquire
MARSHALL & HADDICK, P.C.
20 South 36`" Street
Camp Hill, PA 17011
Attorney for Defendants Ockers
Karl R. Rominger, Esquire
155 South Hanover Street
Carlisle, PA 17013
Attorney for Additional Defendant
Kimberly Rudy
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SHERIFF'S RETURN - REGULAR
CA~~E_NO: 2001-04123 P
COMMONWEALTH OF PENNSYLVANIA:
COUNTY OF CUMBERLAND
STUM ERIC E ESTATE OF ET AL
VS
OCKER CORDON ET AL
SHAWN HARRISON ,.Sheriff or Deputy Sheriff of
Cumberland County,Pennsylvania, who being duly sworh according to law,
says, the within COMPLAINT & NOTICE
was served upon
RUDY KIMBERLY the
ADD'L DEFENDANT, at 1905:00 HOURS, on the 7th day of September, 2001
at 1667 WALNUT BOTTOM ROAD
NEWVILLE, PA 17241
KIMBERLY
by handing to _
a true and attested copy of COMPLAINT & NOTICE together with
and at the same time directing Her attention to the contents thereof.
Sheriff's Costs:
Docketing 18.00
Service 9.10
Affidavit .00
Surcharge 10.00
.00
37.10
Sworn and Subscribed to before
me this /a ~' day of
Prothonotary
So Answers:
~~~~%
R. Thomas Kline
09/10/2001
MARSHALL FARRELL RICCI S ITH
By: \
eput riff
,:, ;
CASE NO: 2001-04123 P
SHERIFF'S RETURN - REGULAR
COMMONWEALTH OF PENNSYLVANIA:
COUNTY OF CUMBERLAND
STUM ERIC E ESTATE OF ET AL
VS
OCKER GORDON ET AL
SHAWN HARRISON Sheriff or Deputy Sheriff of
Cumberland County,Pennsylvania, who being duly sworn according to law,
says, the within COMPLAINT & NOTICE was served upon
RUDY MARLIN L
the
ADD'L DEFENDANT, at 1905:00 HOURS, on the 7th day of September, 2001
at 1667 WALNUT BOTTOM ROAD
NEWVILLE, PA 17241 by handing to
KIMBERLY
WIFE
a true and attested copy of COMPLAINT & NOTICE
together with
and at the same time directing Her attention to the contents thereof.
Sheriff's Costs:
Docketing 6.00
Service .00
Affidavit .00
Surcharge 10.00
.00
16.00
Sworn and Subscribed to before
me this %d ~ day of
~,~,;, .,..~rc..~ atr0 ! A . D .
~~~ ~
~aProthonot~-~
So Answers:
.~ ~.~
R. Thomas Kline
09/10/2001
MARSHALL FARRELL RI CI SM H
By: j
D u e ff
~1r A ~a
THE ESTATE OF ERIC E. STUM, IN THE COURT OF COMMON PLEAS
BY EDWARD L. STUM, OF CUMBERLANb COUNTY, PENNA.
ADMINISTRATOR, AND EDWARD L.
STUM ANb NANCEY E. STUM,
INDIVIpUALLY ,
CIVIL ACTION -LAW
Plaintiffs
v.
bOCKET NO: 01.4123 Civil Term
GORDON OCKER AND DONNA ,
OCKER, HUSBAND AND WIFE, and
BENJAMIN G. OCKER,
v. ,
EVAN SPENCER, ROBERT
SPENCER, and KIMBERLY A.
RUDY and MARLIN RUDY
Defendants JURY TRIAL bEMANDED
ACCEPTANCE OF SERVICE
I accept service of the Joinder Complaint of defendant, Donna and Gordon
Ocker and Benjamin G. Ocker, Against Additional Defendants, Evan Spencer, Robert
Spencer and Kimberly A. Rudy on behalf of Additional lefendants Evan and Robert
Spencer and certify that I am authorized to do so.
Dated: 9/21/01
~Iliam Ad ~ ams,
Attorney for Evan and Robert Spencer
Z00/Z00 ~ n~TPP~Ii'8ii~ug~~rd C08fiiCL %V3 iV~OT i00Z/80/OT
CERTIFICATE OF SERVICE
AND NOW, this ~ day of October, 2000, I, Charles E. Haddick, Jr., Esquire,
hereby certify that I did serve a true and correct copy of the foregoing upon all counsel
of record by depositing, or causing to be deposited, same in the U.S. mail, postage
prepaid, at Harrisburg, Pennsylvania, addressed as follows:
By First-Class Mail:
Richard S. Friedman, Esquire
600 North Second Street
P.O. Box 984
Harrisburg, Pa 17108
Karl E. Rominger, Esquire
155 South Hanover Street
Carlisle, PA 17013
William A. Addams, Esquire
Law Office of Michael J. Hanft
19 Brookwood Avenue
Suite 106
Carlisle, PA 17013-9142
~~
Charles E. Haddick, Jr., Esquire