HomeMy WebLinkAbout01-6234BEVERLY HEALTH &
REHABILITATION SERVICES, INC.,
Plaintiff
V.
SARA McALICHER,
Defendant
: IN THE COURT OF COMMON PLEAS OF
: OF CUMBERLAND COUNTY,
: PENNSYLVANIA
NO. ~l - ~,~y
CIVIL ACTION - LAW
NOTICE
YOU HAVE BEEN SUED IN COURT. If you wish to defend against the
claims set forth in the following pages, you must take action within twenty (20) days after
this Complaint and Notice are served by entering a written appearance personally or by
attorney and filing in writing with the Court your defenses or objections to the claims set
forth against you. You are warned that if you fail to do so the case may proceed without
you and a judgment may be entered against you by the Court without further notice for any
money claimed in the Complaint or for any other claim or relief requested by the Plaintiff.
You may lose money or property or other dghts 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
BEVERLY HEALTH &
REHABILITATION SERVICES, INC.
Plaintiff
V.
SARA McALICHER,
Defendant
: IN THE COURT OF COMMON PLEAS OF
: OF CUMBERLAND COUNTY,
: PENNSYLVANIA
: CIVIL ACTION - LAW
COMPLAINT
AND NOW comes the Plaintiff, by and through its attorneys, the Offices of
Fenstermacher and Associates, P.C., and files this Complaint, as follows:
1. Plaintiff Bevedy Health & Rehabilitation Services, Inc. ("Beverly") is a
Pennsylvania corporation trading and doing business as West Shore Health &
Rehabilitation Center, with an address for conducting business at 770 Poplar Church
Road, Camp Hill, PA 17011.
2. Defendant Sara McAlicher (hereinafter "McAlicher") is an adult individual
with a current residence of 770 Poplar Church Road, Camp Hill, PA 17011.
At all times relevant hereto, McAlicher was and is a patient and resident of
bevedy.
4.
Bevedy is a nursing home facility licensed as such by the Commonwealth
of Pennsylvania.
5. On or about June 7, 2000, McAlicher voluntarily admitted herself to
Bevedy, and through her authorized agent entered into an Admission Agreement with
Bevedy. A copy of such Agreement is attached and incorporated fully herein as Exhibit
6. At the time of admittance, McAlicher and her legal representative were
provided a detailed list of all charges, including room, board and medical care, for which
McAlicher would personally be responsible.
7. Bevedy has continued to provide all necessary services and care to
McAlicher, and McAlicher has accepted such services and care.
COUNT I
Breach of Contract
8. Paragraphs 1 through 7 are incorporated fully herein by reference.
9. McAlicher agreed to pay for all services and care provided by Beverly.
10. As of this date, McAlicher has failed and refused to pay for services
totaling $43,000.00.
11. The amount due will increase daily as Bevedy continues to provide
services and care.
12. Despite repeated requests, McAlicher, individually and through her
representative, has failed and refused to make payment of the amounts due.
WHEREFORE, Plaintiff respectfully requests this Honorable Court enter
judgment for it and against Defendant for all monies due, plus interest and costs of suit.
Said amount is greater than that requiring compulsory arbitration.
2
COUNT II
Quantum Meriut
13. Paragraphs 1 through 12 are incorporated fully herein by reference.
14. Beverly has provided services and care, and McAlicher has accepted such
services and care, with a current value of $43,000.00.
15. Beverly will continue to provide such services and care daily to McAlicher
while McAlicher is a resident of Beverly's facility.
16. The costs charged by Beverly are reasonable and customary in the
industry.
17.
It would be unjust for McAlicher to accept the benefit of such services and
care without remuneration to Beverly.
WHEREFORE, Plaintiff respectfully requests this Honorable Court enter
judgment for it and against Defendant for all monies due, plus interest and costs of suit.
Said amount is greater than that requiring compulsory arbitration.
Respectfully submitted,
FENSTERMACHER AND ASSOCIATES, P.C.
DATED: October 29, 2001
By:
IVrark K. Emery
Supreme Court I.D. #72787
5115 East Trindle Road
Mechanicsburg, PA 17055
(717) 691 ~5400
Attorney for Plaintiff
4
EXHIBIT A
M/Private
RESIDENT-SPECIFIC INFORMATION
This Facility accepts the following types of payments: (Check all that apply.)
[/Medicare g/f'vledicald [vl{reterans Administrati°n
The parties to this Agreement are:
(Name of Facility)
PARTIES
(Name of Resident)
Rolocd
(Name of Resident's Agent)
(Name of Resident's Legal Representative)
If a Legal Representative signs, check the Type of Legal Representative (below):
[ ] Conservator of Person
[ ] Conservator of Estate
[ ] Other, specify
[ ] Guardian
[ ] Durable Power of Attorney
for Health Care (DPAHC)
[ ] Agent Acting
Under General
POA
If you are signing this Agreement on behalf of the Resident, note your relationship to the resident:
Relationship to Resident
On this 0'7 day of {~t~,~ , lal~otO, the above parties agree that on the 0'7 day of
,3 tin6 .1'92a~ the ~esident shall be admitted to this Facility. As of that day, the Facility shall pro-
vide the services described in this Agreement to the Resident until the date of the Resident's discharge or
transfer. The Resident shall pay for the services provided by the Facility according to the terms of this
Admission Agreement.
ACKNOWLEDGEMENTS
By signing the Admission Agreement Signature Page, the Resident/Agent/Legal Representative acknowl-
edges that he or she has been given and has read this Agreement in its entirety, and all addeadums. The
Resident also acknowledges that the following information was provided upon or before admission by the
Facility. Initial the lines below (if not applicable, write N/A):
f 1. A list of supplies and services that are included in the Facility's private daily rate oF that will be
paid for by the Medicaid or Medicare programs and a list of supplies and services not included
in the Facility's tn'ivate daily rate or paid for by the Medicaid or Medicare progrants for which
the Resident will be separately charged.
15
White - Business Office Pink - Medical Records Yellow - Resident
Information about the Facility's bed hold procedures.
A written explanation of how to apply for and use Medicare and Medicaid benefits and how to
receive refunds for previous payments covered by these benefits.
A statement explaining that the Resident may file a grievance with the appropriate State Agency
about resident abuse, neglect, and/or misuse/theft of resident personal property in the Facility.
Copies of the State Resident Rights.
A written explanation of the Facility's Rules and Regulations.
If your condition warrants, you may be placed in the facility's Medicare-Certified Distinct Part
Unit. At some point, circumstances may occur which will make residing in another unit more
appropriate for you. In that case, the facility will discuss such a transfer with you. Under law,
you cannot be discharged from this facility unless you agree or unless, following an appeal, it is
determined that you may be involuntarily discharged or transferred.
A copy of the facility policy regarding implementation of the Patient Self Determination Act
and of the applicable State law. I do do not ,I have an advance directive.
I have been informed, both orally and in writing, in a language I understand, of my rights and the rules and
regulations governing my conduct and responsibilities during my stay at the Facility.
NOTICES
Notices shall be mailed to the address(es) indicated below. The Agent and/or Legal Representative is
responsible for notifying the Facility in writing of any change of address.
The Resident designates the following person(s) to be notified when any legally required notices are provid-
ed to the Resident, Agent, and/or Legal Representative.
Name
Street
LEGAL REPRESENTATIVE AND/OR AGENT
~o Al'leht~r Home Phone(,_'i I1') -I ~ - [25 t Work Phone
Road City £nole State ~o/~ Zip 1702.~
Name
Street
OTHER PERSON TO BE NOTIFIED
Home Phone Work Phone
City State Zip
16
White - Business Office Pink - Medical Records Yellow - Resident
ADMISSION AGREEMENT SIGNATURh~PAGE
Resident
Witness if Resident Signed with a Mark
Witness if Resident Signed with a Mark
Date
Date
Date
Legal Representative
Date
Legal Representative's Telephone Number
Agent ~
Legal Representative's Social Security No.
Date
Agent's Telephone Number
Facility Admini~rator or Designee
Agent's Social Security No.
Date
Note: The signatures above refer to the information contained on pages I through 18 of the Beverly
Enterprises Admission AgreemenL
19
White - Business Office Pink - Medical Records Yellow - Resident
[ ] Forward all of the Resident's mail to:
MAII. ~"--
The Facility is authorized to handle the Resident's mail as follows: (Check one box only.)
[ ] All mail given directly to the Resident [ ] All mail read to the Resident
riG-ire personal mail to the Resident;
forward business mail to:
RESIDENT'S PHYSICIAN
13rkr gro~ - _~r~rni~ of Cerrl~l
SPECIALTY:
ADDRESS:
TELEPHONE:
17
W~ite - Business Office Pink - MedicafReeords Yellow - Resident
'R'~SIDENT TRUST FUND AuTH~FRIZATION
A Resident Trust Fund is an amount of money held by the Facility for the Resident's personal use.
(Examples of use: To allow the resident to pay for room and board, beauty shop charges, cigarettes, postage
stamps, or other similar expenses as desired by the Resident.)
By signing below, the Resident authorizes the Facility to set up a trust fund in his/her name. The individual
financial records shall be available through quarterly statements, and on request, to the Resident or his/her
Agent or Legal Representative. The Resident understands that all withdrawals shall be authmSzed by the
Resident or his/her Agent or Legal Representative in writing. The following persons may authorize with-
drawals on the Resident's behalf:
Name of Authorized Person
Resident's Signature
Name of Authorized Person
Date
Witness if Resident Signed with a Mark Date
Witness if Resident Signed with a Mark Date
Legal Representative's Signature Date
(if applicable)
Agen s ua Date
(if applicable)
O0
18
White - Business Office Pink - Medical Records Yellow - Red(lent
VERIFICATION
On behalf of Beverly Health & Rehabilitation Services, Inc., I, Judy Skoda,
hereby certify and verify that the facts set forth in the foregoing Complaint are true and
correct to the best of my knowledge, information and belief. I understand that any false
statements herein are subject to the penalties of 18 Pa. C. S. {}4904 relating to unsworn
falsification to authorities.
DATE: ~/~/~ /
~/ ,~dy Skoda
SHERIFF'S RETURN -
CASE NO: 2001-06234 P
COMMONWEALTH OF PENNSYLVANIA:
COUNTY OF CUMBERLAND
BEVERLY HEALTH & REHAB SERVICE
VS
MCALICHER SAR3t
REGULAR
GERALD WORTHINGTON , Sheriff or Deputy Sheriff of
Cumberland County, Pennsylvania, who being duly sworn according to law,
says, the within COMPLAINT & NOTICE was served upon
MCALICHER SARA the
DEFENDANT , at 1445:00 HOURS, on the 31st day of October
at CUMBERLAND CO OFFICE OF AGING 16 W HIGH ST
2001
CARLISLE, PA 17013
PRISCILLA WHITMAN
by handing to
CASE MANAGER
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 3.25
Affidavit .00
Surcharge 10.00
.00
31.25
Sworn and Subscribed to before
me this ~? day of
~ =7~/ A.D.
! 4~rothonotary ! ~
So Answers:
R. Thomas Kline
ii/Oi/200i
FENSTERMACHER & ASSOC
Deputy Sh~iff
BEVERLY HEALTH &
REHABILITATION SERVICES,
Vo
SARA McALI CHER,
INC.,
Plaintiff
Defendant
IN THE COURT OF COMMON PLEAS OF
CUMBERLA!~D COUNTY, PENNSYLVANIA
CIVIL ACTION - LAW
No. 01-6234 Civil Term
NOTICE TO PLEAD
TO:
Plaintiff, Beverly Health
& Rehabilitation Services, Inc.
and its attorney, Mark K. Emery
You are hereby notified to file a written response to
defendant's enclosed New Matter within 20 days from service
hereof or a judgment may be entered against you.
KEEFER WOOD ALLEN & RAHAL, LLP
Date:
~2~'~dfo~Dorrance
I.D. N'o. 32147
210 Walnut Street
P.O. Box 11963
Harrisburg, PA 17108-1963
(717) 255-8014
(Attorneys for Defendant)
BEVERLY HEALTH &
REHABILITATION SERVICES,
SARA McALICHER,
INC.,
Plaintiff
Defendant
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION - LAW
No. 01-6234 Civil Term
ANSWER TO COMPLAINT
WITH NEW MATTER
estate,
1.
2.
3.
4.
agreement
Defendant, Sara McAlicher, by her co-guardian of the
Robert McAlicher, files answer based on the following:
Admitted on information and belief.
Admitted.
Admitted.
Admitted on information and belief.
5. Admitted in part; denied in part. The admission
speaks for itself, and to the extent paragraph 5
mischaracterizes the terms of the agreement, such allegation is
specifically denied and proof is demanded. On information and
belief, defendant McAlicher may have been mentally incapacitated
when she was admitted to Beverly, and may not have knowingly
authorized her son, Robert McAlicher, to sign the admission
agreement on her behalf.
6. Denied. After reasonable investigation, answering
defendant is without knowledge or information sufficient to form
a belief as to the truth of the stated allegation in paragraph 6.
Such allegation is therefore denied and proof is demanded.
7. Admitted that Beverly has provided certain
services to Mrs. McAlicher; denied, on information and belief,
that Mrs. McAlicher had mental capacity to agree to pay for and
to accept such services.
COUNT I - BREACH OF CONTRACT
Paragraphs 1 through 7 are incorporated by
reference herein.
9. Denied. On information and belief, Mrs. McAlicher
may not have had mental capacity at any time during her stay at
Beverly; therefore, she may have been incapable of agreeing to
pay for services and care provided by Beverly.
10. Denied. After reasonable investigation, Mrs.
McAlicher is without knowledge or information sufficient to form
a belief as to the truth of the stated allegation; however, on
information and belief, answering defendant avers that Medical
Assistance has covered a significant portion of Beverly's claim,
leaving an alleged balance of roughly $17,000.00.
11. Denied. On information and belief, Beverly's
alleged claim is liquidated and will not continue to increase,
because Mrs. McAlicher has been approved for ongoing Medical
Assistance coverage.
12. Admitted in part; denied in part. Mrs. McAlicher
has not failed and refused to make payment of the amounts due.
Mrs. McAlicher's representative has not made certain payments to
Beverly, in part because he was awaiting Medicaid coverage of a
significant portion of Beverly's bill.
W~EREFORE, defendant, Sara McAlicher, requests that the
complaint be dismissed with prejudice and with all costs taxed
against plaintiff.
COUNT II - QUANTUM MERUIT
13. Paragraphs 1 through 12 are incorporated by
reference herein.
14. Denied. Answering defendant incorporates by
reference herein paragraph 9 through 11 above. Mrs. McAlicher
further denies that such services have a current value of
$43,000.00 and demands strict proof thereof.
15. Denied. After reasonable investigation, answering
defendant is without knowledge or information sufficient to form
a belief as to the truth of the stated allegation in paragraph
15. Accordingly, such allegation is denied and proof thereof is
demanded, if relevant.
16. Denied. After reasonable investigation, answering
defendant is without knowledge or information sufficient to form
a belief as to the truth of the stated allegation in paragraph
16. Accordingly, such allegation is denied and proof thereof is
demanded, if relevant.
17. Denied. Paragraph
responsive pleading is required.
4
17 is an allegation to which no
To the extent a responsive
pleading is required, answering defendant denies that she is
obliged to pay for Beverly's claim based on the affirmative
defenses set forth in New Matter below.
W~EREFORE, defendant, Sara McAlicher, requests that the
complaint be dismissed with prejudice and with all costs taxed
against plaintiff.
NEW MATTER
18. Answering defendant. Sara McAlicher, did not have
mental capacity to contract with Beverly; did not have mental
capacity to authorize her son, Robert McAlicher, to sign the
admission agreement on her behalf; and did not have mental
capacity to incur Beverly's ongoing expenses.
19. The complaint (Counts I and II) fail to state a
cause of action upon which relief can be granted.
20. Alternatively, if the Court determines that
Beverly has stated a contractual claim upon which relief can be
granted, Beverly's claim for unjust enrichment must be denied and
dismissed with prejudice. Birchwood Lakes Community Ass'n v.
5
Comis,
enrichment does not apply to a
express contract.)
21. Alternatively,
296 Pa. Super. 77, 442 A.2d 304 (1982). (Unjust
legal relationship governed by
if the Court finds that Beverly has
alleged and can establish the requisite elements of its claim for
answering defendant denies that Beverly's charges
customary, and in accordance with industry
quantum meruit,
were reasonable,
standards.
22.
Answering defendant asserts a defense or
counterclaim in the nature of setoff or recoupment for all
palfments made by her, her authorized representative, or any other
source, including Medical Assistance.
23. In seeking to collect its claim, Beverly has
violated various state and federal laws, including the Fair Debt
Collection Practices Act. Beverly and/or its representative
failed to include a debt collection warning and a debt validation
notice in its communications with debtor and her
representative(s). 15 U.S.C. §§1692e(11), g; see also 37 Pa.
Code §303.1 et seq.
24. As a result of these statutory violations,
Beverly's claim is invalidated and answering defendant is
entitled to all statutory damages, including attorneys' fees and
costs. 15 U.S.C. §1692(k) (a) (1) et seq.
25. If answering defendant states a defense or
counterclaim under the Fair Debt Collection Practices Act,
plaintiff's claim is preempted, and this Court is without subject
matter jurisdiction.
W~EREFORE, defendant, Sara McAlicher, requests that the
complaint be dismissed with prejudice and with all costs, fees,
and statutory damages taxed against plaintiff.
Respectfully submitted,
KEEFER WOOD ALLEN & R3~HAL, LLP
I. D. NO. 32147
210 Walnut Street
P. O. Box 11963
Harrisburg, PA 17108-1963
(717) 255-8014
(Attorneys for Defendant)
VERIFICATION
matter, and
R.C.P. No.
new matter are true and correct
information,
3.
subject to the penalties of 18 Pa. C.S.
unsworn falsification to authorities.
the undersigned, hereby verify and state that:
I am counsel for defendant in the foregoing
I am signing this verification in accordance with Pa.
1024(c).
2. The facts contained in the foregoing answer with
to the best of my knowledge,
and belief.
I understand that false statements
§4904,
herein are made
relating to
Dated:~/O-Z~
~~B~radf ord Dorrance
CERTIFICATE OF SERVICE
I hereby certify that I have this day served a copy of
the foregoing document upon the person(s) and in the manner
indicated below:
First-Class Mail, Postaqe Prepaid
Addressed as Follows:
Mark K. Emery, Esquire
FENSTERMACHER and ASSOCIATES,
5115 East Trindle Rd.
Mechanicsburg, PA 17055
(Attorneys for Plaintiff)
Dated:~/~P--~
BEVERLY HEALTH &
REHABILITATION SERVICES, INC.,
Plaintiff
V.
SARA McALICHER,
Defendant
: IN THE COURT OF COMMON PLEAS OF
· CUMBERLAND COUNTY, PENNSYLVANIA
· NO. 01-6234
CIVIL ACTION - LAW
ANSWER TO NEW MATTER
AND NOW comes the Plaintiff, by and through its attorneys, the Offices of
Fenstermacher and Associates, P.C., and files this Answer to New Matter, as follows:
18. Denied as a conclusion of law. Waiving none of the foregoing, to the
extent response is required, it is specifically denied that Sara McAlicher did not have the
mental capacity to contract with Beverly nor have the mental capacity to authorize her
son, Robert McAlicher to execute the Admission Agreement.
19. Denied as a conclusion of law.
20. Denied as a conclusion of law.
21. Denied as a conclusion of law·
22. Denied as a conclusion of law.
23. Denied as a conclusion of law.
24. Denied as a conclusion of law.
25. Denied as a conclusion of law.
Respectfully submitted,
FENSTERMACHER AND ASSOCIATES, P.C.
By:
Mark K. Emery
Supreme Court I.D. #72787
5115 East Trindle Road
Mechanicsburg, PA 17055
(717) 691-5400
Attorney for Plaintiff
DATED: March 11,2002
CERTIFICATE OF SERVICE
AND NOW, on this 11th day of March, 2002, I, Mark K. Emery, Esquire,
hereby certify that I have served the foregoing Answer to New Matter by mailing a true and
correct copy by United States mail, addressed as follows:
Bradford Dorrance, Esquire
Keefer Wood Allen & Rahal LLP
210 Walnut St.
Harrisburg, PA 17101
FENSTERMACHER AND ASSOCIATES, P.C.
Mark K. Emery
BEVERLY HEALTH AND :
REHABILITATION SERVICES, INC.,:
PLAINTIFF :
V. :
SARA McALICHER, :
DEFENDANT :
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
DOCKET NO. 01-6234
CIVIL ACTION - LAW
PLAINTIFF'S MOTION TO COMPEL ANSWERS TO INTERROGATORIES
AND NOW comes the Plaintiff, by an through its attorney, The
Law Offices of Mark K. Emery, and files this Motion to Compel
Answer Interrogatories, as follows:
1. Plaintiff instituted this suit on October, 30, 2001, to
which Defendant filed an Answer and New Matter. Said
new matter raised various defenses to the suit.
2. On March 11, 2002, Plaintiff served upon Defendant's
counsel it's First Set of Written Interrogatories.
These Interrogatories are attached hereto as Exhibit
3. Said Interrogatories addressed the supporting facts and
basis of the defenses raised in Defendant's Answer and
New Matter.
4. Despite requests, Defendant has failed and refused to
provide answers to the overdue discovery.
WHEREFORE, Plaintiff respectfully requests this
Honorable Court Order Defendant to provide full and complete
answer to Plaintiff's First Set of Written Interrogatories
within twenty (20) days or suffer the appropriate sanctions.
Respectfully submitted,
THE LAW OFFICES OF MARK K. EMERY
By:
~ark K. ~mery ~
Supreme Court No.'~'72787
410 North Second Street
Harrisburg, PA 17102
Attorney for Plaintiff
BEVERLY HEALTH &
REHABILITATION SERVICES, INC.,
Plaintiff
V.
SARA McALICHER,
Defendant
· IN THE COURT OF COMMON PLEAS OF
· CUMBERLAND COUNTY, PENNSYLVANIA
· NO. 01-6234
· CIVIL ACTION - LAW
PLAINTIFF'S FIRST SET OF WRITTEN
INTERROGATORIES ADDRESSED TO DEFENDANT
TO:
Sara McAlicher
C/O Bradford Dorrance, Esquire
Keefer Wood Allen & Rahal LLP
210 Walnut St.
Harrisburg, PA 17101
These Interrogatories are propounded pursuant to the Pennsylvania Rules
of Civil Procedure and are to be answered by the Defendant in accordance therewith.
Defendant is required to answer these Interrogatories in writing under oath, based upon all
information available to her and to her attorneys, employees, and other agents, or
representatives. Defendant is also required to serve answers to these Interrogatories
within thirty (30) days, to the offices of Plaintiff's counsel, Fenstermacher and Associates,
P.C., 5115 East Trindle Road, Mechanicsburg, Pennsylvania 17050, and supplement her
answers in accordance with the Pennsylvania Rules of Civil Procedure.
These Interrogatories are to be answered by the Defendant, Sara McAlicher.
EXHIBIT A
Instructions
1. The following Interrogatories are to be answered in writing, verified, and
served upon the undersigned within thirty (30) days of service upon you. Objections
must be signed by the attorney raising the objection. In answering, you must furnish
any and all information available to you, your employees, representatives, agents and
attorneys. Your answers must be supplemented and amended as required by the
Pennsylvania Rules of Civil Procedure.
2. With respect to any claim of privilege or immunity from discovery, you must
identify the privilege or immunity asserted and provide sufficient information to
substantiate the claim.
3. In lieu of identifying documents in response to these Interrogatories, you may
provide copies of such documents with appropriate references to the corresponding
Interrogatories.
4. These Interrogatories shall be construed and interpreted in accordance with
the Pennsylvania Rules of Civil Procedure.
Definitions
1. "Document", when used herein, means any record, including any object
which contains written, printed, typed or magnetically recorded information, a graphic or
photographic representation or sound, however produced or reproduced. Document
includes an original or any copy of any statement, report, letter, memorandum, book,
article, note, blueprint, drawing, sketch, photograph, motion picture, videotape,
phonograph, compact disc or any other sound recording. Document also includes any
card, disc, magnetic tape, printout, data cell, drum and any other data compilations
designed for the storage of information in conjunction with a computer or any other
word/data processing system.
2. "Identify" or "Identity", when used herein with respect to:
a. A natural person means to state:
the person's full name;
the person's present or last known address; and
the person's employer and employer's address at the time of
the events referred to in the Interrogatory.
b. An entity other than an individual, including a corporation,
partnership, limited liability company or partnership, unincorporated association,
governmental agency, etc. or a subsidiary, division, or subdivision thereof, means to
state:
Its full corporate name;
the date and place of incorporation, if known;
the present or last known address of the entity; and
if applicable, the full name and present or last known
address of the entity's subsidiary, division or subdivision.
c. A document, as defined above, means to state:
the nature of the document (i.e. whether it is a report,
statement, letter, etc.);
the title of the document, or if no title, a description of the
document sufficient to identify same;
the identity of the person(s) who prepared the document;
the identity of the person(s) for whom the document was
prepared or to whom the document was directed;
the date the document was prepared; and
the identity of the present custodian of the document or any
copy of the document.
d. An oral communication means to state:
vi.
the date the communication occurred;
the place where the communication occurred;
the substance of the communication;
the identify of the person(s) who made the communication;
the identity of each person to whom such communication
was made; and
the identity of each person who was present when such
communication was made.
e. Any other context means to provide a description with sufficient
particularity that the thing may thereafter be specified and recognized, including relevant
dates and places, the identification of relevant people, entities, and documents.
3. "Person", when used herein refers to a natural person, association,
partnership, corporation, or government agency.
4. "You" or "Your", when used herein, refers to Sara McAlicher, Defendant, her
agents, representatives, servants, and/or employees.
4
INTERROGATORIES
1. If you know of anyone that has given any statement (as defined by the
Rules of Civil Procedure) concerning this action or its subject matter, state:
a. The identity of such person;
b. When, where, by whom, and to whom each statement was made,
and whether it was reduced to writing or otherwise recorded; and
c. The identity of any person who has custody of any such statement
that was reduced to writing or otherwise recorded.
ANSWER:
2. Identify each person you intend to call as a non-expert witness at the trial
of this case, and for each person identified state your relationship with the witness and
the substance of the facts to which the witness is expected to testify.
ANSWER:
6
3. Identify each expert you intend to call as a witness at the trial of this
matter, and for each expert state:
and
The subject matter about which the expert is expected to testify;
b. The substance of the facts and opinions to which the expert is
expected to testify and a summary of the grounds for each opinion. (You may file as
your answer to this interrogatory the report of the expert or have the interrogatory
answered by your expert).
ANSWER:
7
4. Identify all exhibits that you intend to use at the trial of this matter and
state whether they will be used during the liability or damages portions at the trial.
ANSWER:
8
5. Identify the complete factual support for your contention that Defendant
did not have the mental capacity to agree to pay for services or care provided by
Plaintiff and/or did not have the capacity to authorize Robert McAlicher to execute an
admission agreement and, in addition, identify:
a. all individuals who have knowledge of these facts; and
b. all documents which support your contention.
ANSWER:
6. Identify the complete factual support for your contention that Plaintiff has
violated the Fair Debt Collection Practices Act and/or any other state or federal law and,
in addition, identify:
all individuals who have knowledge of these facts; and
all documents which support your contention.
ANSWER:
l0
7. Identify each and every charge for services or other charge issued by
Plaintiff which you contend is improper, excessive, unreasonable or otherwise not due
and payable and, in addition, identify:
a. The reason for such contention;
b. All individuals who have knowledge supporting your contention;
c. All individuals, if any, who have provided you any information or
advice (excluding counsel) to support such contention; and
d. All documents which support your contention.
ANSWER:
FENSTERMACHER AND ASSOCIATES, P.C.
DATED:
March 11, 2002
By:
Mark K~. Emery~-'
Supreme Court I.D. #72787
5115 East Trindle Road
Mechanicsburg, PA 17050
(717) 691-5400
Attorney for Plaintiff
11
CERTIFICATE OF SERVICE
AND NOW, on this 11th day of March, 2002, I, Mark K. Emery, Esquire,
hereby certify that I have served the foregoing Plaintiff's First Set of Written Interrogatories
by mailing a true and correct copy by United States mail, addressed as follows:
Bradford Dorrance, Esquire
Keefer Wood Allen & Rahal LLP
210 Walnut St.
Harrisburg, PA 17101
FENSTERMACHER AND ASSOCIATES, P.C.
· Mark K:'"Emery ¢-
CERTIFICATE OF SERVICE
AND NOW, this 13th day of May, 2002, I, Mark K. Emery, Esquire
do hereby certify that I have served the foregoing Motion to Compel Answers to
Interrogatories by United States first class mail, addressed as follows:
Bradford Dorrance, Esquire
210 Walnut Street
Harrisburg, PA 17101
THE LAW OFFICES OF MARK K. EMERY
Mark K. Emery
BEVERLY HEALTH AND :
REHABILITATION SERVICES, INC.,:
PLAINTIFF :
V. :
SARA MCALICHER, :
DEFENDANT :
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
DOCKET NO. 01-6234
CIVIL ACTION - LAW
ORDER
AND NOW, this ~O day of May, 2002, upon consideration of
Plaintiff's motion to Compel Answers to Interrogatories, it is
hereby ORDERED that Defendant shall provide f~l~ &n~ ccmp±~te
~ to Plaintiff's first Set of Written Interrogatories
within twenty (20) days of service, or suffer the appropriate
sanctions.
distribution:
Mark K. Emery, Esquire
Bradford Dorrance, Esquire
BY THE COURT
BEVERLY HEALTH AND
REHABILITATION SERVICES, INC.,
SARA McALICHER,
PLAINTIFF
DEFENDANT
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
· DOCKET NO. 01-6234
CIVIL ACTION - LAW
PETITION FOR APPOINTMENT
OF ARBITRATORS
I, Mark K. Emery, Esquire, counsel for the Plaintiff in the above action,
respectfully represents that:
1. The above-captioned action is at issue.
2. The claim of the plaintiff in the action is $17,731.87.
The following attorneys are interested in the case as counsel or are otherwise
disqualified to sit as arbitrators: Bradford Dorrance, Esq. and John Fenstermacher,
Esq.
WHEREFORE, your petitioner prays your Honorable Court to appoint three (3)
arbitrators to whom the case shall be submitted.
Respectfully submitted,
THE LAW OFFICES OF MARK K. EMERY
DATE~'//C2oJ
Supreme Court I.D. # 72787
410 North Second Street
Harrisburg, PA 17101
717-238-9883
Attorney for Plaintiff
CERTIFICATE OF SERVICE
AND NOW, this 11th day of June, 2002, I, Mark K. Emery, Esquire do
hereby certify that I have served the foregoing Petition for Appointment of
Arbitrators by mailing a true and correct copy via United States first class mail,
addressed as follows:
Bradford Dorrance, Esquire
KEEFER WOOD ALLEN & RAHAL, LLP
210 Walnut Street
P.O. Box 11963
Harrisburg, PA 17108-8050
LAW OFFICES Of MARK K. EMERY
Mark K. Emery
BEVERLY HEALTH AND
REHABILITATION SERVICES, INC.,
SARA McALICHER,
PLAINTIFF
DEFENDANT
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
DOCKET NO. 01-6234
: CIVIL ACTION - LAW
ORDER OF COURT
AND NOW, this ~O/'~ day of June, 2002, in consideration of the foregoing
petition, ~ ~ v . /
..- / .z¢?,. , Esq., , Esq.,
and .~~~ Esq., are appointed arbitrators in the above-
captioned action as prayed for.
BY THE COURT
BEVERLY HEALTH AND
REHABILITATION
SERVICES, INC.
SARA McALICHER
IN RE: ARBITRATION PANEL
IN THE COURT OF COMMON PLEAS OF
· CUMBERLAND COUNTY, PENNSYLVANIA
· 01-6234 CIVIL TERM
ORDER OF COURT
AND NOW, August 7, 2002, the Court having been informed that Marsha
Sajer, Esquire, is unavailable for the above-captioned arbitration hearing, Andrew
Spears, Esquire, is appointed in her stead.
By the Court,
Dale F. Shughart, Jr., Esquire
Chairman
Court Administrator
Geo~ P.J.
The :our: of Common Pleas of
C,--herland County, Pennsylvania
We do sole~ly swear (or affirm) the= we will suppor:, obey and defend
and :he Cons=i~ua~on of chis Common-
the Constitu:ion of =he Uni=ed Sca=es
weai=h and =ha= we will discharge =he du
__Chairman
We, :he undersigned arbitra:ors, having been duly appointed and sworn
(or affirmed), make =he following award:
(No=e: If d~.~es for delay are awar4ed, :hey shall be
separa=ely
applicable.)
Date of Hearing:
Date of Award:
~ - ~ / C~a±rman
NOTICe. OF MNTR~ OF AWARD
a~ard was mn=ered upon the
Arbitrators' ¢om~.ensation Co be __ ~ . · _
paid upon appeal:
- '
BEVERLY HEALTH AND
REHABILITATION SERVICES, INC.,
PLAINTIFF
V.
SARA McALICHER,
DEFENDANT
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
DOCKET NO. 01-6234
: CIVIL ACTION - LAW
PRAECIPE TO ENTER ARBITRATORS AWARD
TO THE PROTHONOTARY:
Please enter judgment against the Defendant in the amount of 15,663.26,
pursuant to the Award of Arbitrators attached hereto.
Respectfully submitted,
LAW OFFICES OF MARK K EMERY
MarR K?'Emery, Esquir~---
Supreme Court I.D. No. 72787
410 North Second Street
Harrisburg, PA 17101
(717) 238-9883
Attorney for Plaintiff
OA'I'~
In The Court of Co---on Pleas of
Ct~berland County, Pennsylvania
We do sol-~ly swear (or affirm) that we will support, obey and defend
the Constitution of The United STates and the ConsTi~u:ion of chis Common-
wealth and ~hat we will discharge the du ....... eli:y.
Chairman
AWARD
We, The undersi&~aed arbitrators, having been duly appointed and sworn
(or affirmed), make The fo]-lo~ng award:
(Note: If d~rmaSes for dele? are awarded, they shall be
separatel7 stated.)
. A~bitrator, dissents. (Insert name if
anplicable.),
NOTI~ OF
a~rd was entered upon ~he docka~ and no,ice thereof given by ~il co ~he
parUies or ~hei_ a~Co~eys.
Arhi~ra~ors' co~e~a~ion ~o be
paid upon appeal:
Deputy
CERTIFICATE OF SERVICE
AND NOW, this 19th day of November, 2002, I, Mark K. Emery, Esquire
do hereby certify that I have served the foregoing Praecipe to Enter Arbitrators
Award by mailing a true and correct copy via United States first class mail,
addressed as fellows:
Bradford Dorrance, Esquire
KEEFER WOOD ALLEN & RAHAL, LLP
P.O. Box 11963
210 Walnut Street
Harrisburg, PA 17108-1963
LAW OFFICES OF MARK K. EMERY
Mark K~ Emery ~
Supreme Court I.DfCtr¢0. 72787
410 North Second Street
Harrisburg, PA 17101
(717) 238-9883
Attorney for Plaintiffs
BEVERLY HEALTH AND
REHABILITATION SERVICES, INC.,
PLAINTIFF
V.
SARA McALICHER,
DEFENDANT
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
DOCKET NO. 01-6234
CIVIL ACTION - LAW
PRAECIPE TO SATISFY JUDGMENT
TO THE PROTHONOTARY:
Please mark the judgment in this matter as SETTLED, SATISFIED AND
DISCONTINUED.
Respectfully submitted,
LAW OFFICES OF MARK K. EMERY
DATE: December 27, 2002
By:
Mark K. Emery, Esq~
Supreme Court I.D. No. 72787
410 North Second Street
Harrisburg, PA 17101
(717) 238-9883
Attorney for Plaintiff
CERTIFICATE OF SERVICE
AND NOW, this 27TM day of December, 2002, I, Mark K. Emery, Esquire
do hereby certify that I have served the foregoing Praecipe to Satisfy Judgment
by mailing a true and correct copy via United States first class mail, addressed as
follows:
Bradford Dorrance, Esquire
KEEFER WOOD ALLEN & RAHAL, LLP
P.O. Box 11963
210 Walnut Street
Harrisburg, PA 17108-1963
LAW OFFICES OF MARK K. EMERY
Mark K. Emery