HomeMy WebLinkAbout03-6326IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
MBNA AMERICA BANK. N.A.,
Plaintiff
NO.
03 - 4012L
Cgut U-?mel
v5.
CLYDE L BERTROM,
Defendant
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 v? ithin twenty (20) days after this Complaint and Notice is served, by entering a
written appearance. perdonelly of by attorney, and tiling in waiting 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 document, or for any other claim or relief requested by he
Plaintiff. You may lose money or property or other right 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 TO
FIND OUT WHERE YOU CAN GET LEGAL HELP.
NOTICIA
Le han demandado a used en la torte. Si used quaere defensas de eras demandas expuestas en las
peginas, siguientes. used tiene viente (20) dias de plazo al partir de la fecha de lademanda y la
notifiation. Used 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 last demandas en contra de su persona. Sea avisado que
Si used no se detienda. la corte tomara medidas y psedido entrar una order contra used sin previo aviso o
notification y por cualquier queja o alivio que es pedido en la petition de demanda. Used puede perder
dinero o sus propiedades o ouos derechos importantes Para used.
LLFVL' ESTA DEMANDA A UN ABODOAGO IMMEDIATAMEN IT. SI NO TIENE ABOGADO O
SI NO TIENIS EL DINERO S1IFFICIFNTE DE PAGAR TAL SERVICIO VAYA EN PERSONA O
LLAMF. 13OR TELEFONO A LA OFICINA CUYA DIRECCION SE ENCUENTRA ESCRITA ABAJO
PARA AVERIGUAR DONDE SE PUEDE CONSEGUIR ASSITANCIA LEGAL.
Court Administrator
Cumberland County Court House
I Court House Square, 4"' Floor
Carlisle, Pennsylvania 17013
(717) 240-6200
IN I 111'. COI, [R I OF COMMON PLEAS OF
Ct MBERLAND COUNTY. PENNSYLVANIA
MBNA AMERICA BANK. N.A
Plaintiff
vs.
CLYDE L BERTROM,
Defendants
NO.
o3-OZ(p
CIVIL ACTION - LAW
COMPLAINT
AND NOW, comes the Plaintiff, MBNA AMERICA BANK, N.A., by and through its
attorneys. Amy F. Wolfson, Esquire, and the law firm of Wolfson & Associates, P.C., and files
the within Complaint and in support avers as follows:
Plaintiff- M13NA AMERICA BANK. N.A., is a Delaware corporation doing
business within the Commormcalth of Pennsylvania, and the other states of the United States,
with its principal place ofbusiness situated at P.O. Box 15718, Wilmington, Delaware 19850.
2. Defendant. CLYDE L BERTROM, is an adult individual with a last known
address of 1023 YORK RD, CUMBERLAND County, DILLSBURG PA 17019-9003.
3. It is averred that Defendant was issued an open end credit card account. A true
and correct copy of the Credit Card Agreement Additional Terms and Conditions inclusive of an
Amendment is attached hereto, incorporated herein and collectively marked as Exhibit "A".
4. At all relevant times material hereto, Defendant has been a regular user of said
charge card for the purchase of products. goods and/or for obtaining services from plaintiff or
Plaintiffs liccnsecs.
5. Defendant has been provided with copies of the Statements of Account accurately
showing all debits and credits for transactions on the aforementioned credit card account.
6. Defendant did not object to the above mentioned Statements of Account
submitted by Plaintiff to Defendant.
7. Pursuant to the Credit Card Agreement. which Defendant received when the
aforementioned credit was issued. the parties agreed that this matter be referred to Arbitration in
the event of any claim and/or dispute if the account is referred for collection. See Exhibit "A" as
previously identified and incorporated herein.
8. That this matter was referred to Arbitration for determination and disposition,
whereby an Arbitration Award was entered against the Defendant and in favor of the Plaintiff for
the outstanding balance due. A true and correct copy of the Arbitration Award is attached hereto,
incorporated herein and marked as Exhibit "B".
9. That Defendant has made sporadic and irregular payments which have been
applied to the outstanding balance of this account.
10. As of the date of the within Complaint. the remaining balance due. owing and
unpaid on Defendant's credit card account, as a result of charges made by said Defendant and/or
anv authorized users is the sum of $4.735.72.
11. Despite reasonable and repeated demands for payment. Defendant has failed,
refused and continues to refuse to pay all sums due and owing on the aforementioned account
balance, all to the damage and detriment of the Plaintiff.
12. Pursuant to the Credit Card Agreement, any unpaid and/or delinquent balances on
said account shall continue to bear interest at the rate of eighteen (18%) percent. See Exhibit
"A" as previously identified and incorporated herein.
13. The amount of contractual interest which has accrued on the aforementioned
account from the date of the Arbitration Award, is the sum of $1.459.63.
2
14. Plaintiff has retained the services of the law firm of Wolfson & Associates, P.C.
in the collection of the amount due from Defendant.
15. Any and all conditions precedent to the bringing of this action have been
performed by Plaintiff.
16. The amount in controversy is within the jurisdictional amount requiring
C0111pnlS01-% arbin'anon.
WHEREFORE, Plaintiff. MBNA AMERICA BANK. N.A.. respectfully requests this
Honorable Court enter judgment in favor of Plaintiffand against Defendant, CLYDE L
BERTROM, in the amount of $4.735.72. plus contractual interest at a rate of eighteen (18%)
percent in the amount of $1,459.63, plus costs of this action and such other relief as the Court
deems proper and just.
Ily submitted,
Amy F. Wgfson, Esq e
WOLFSON & ASSOCIATES, P.C.
267 East Market Street
York_ PA 17403
(717) 846-1252
ID No. 87062
Attorney for Plaintiff
3
VERIFICATION
Amy F. Wolfson. Esquire, hereby states that she is the attorney for the Plaintiff, MBNA
AMERICA BANK, N.A., who is located outside of this jurisdiction and in order to file the
within document in an expedient and timely manner, she is authorized to take this verification on
behalf of said Plaintiff in the within action and verifies that the statements made in the foregoing
Complaint are true and correct to the best of her knowledge, information, and belief, based upon
information provided by the Plaintiff.
I he undersigned understands that false statements herein are made subject to the
penalties of 18 Pa.C.S. Section 4904. relating to unsworn falsification to authorities.
Date: l l?l ??03 -
A iy F. W Ifson, EfIATES, WOLFSON & ASS P.C.
267 East Market Street
York, PA 17403
(717) 846-1252
ID No. 87062
Attorney for Plaintiff
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Information We Collect: MBNA collects and u:
nonpublic personal information about you to cc
our business and to consistently deliver the top
Customer service you expect from us. Sources
information include the following:
• Information we receive from you on applicatic
and other forms or through your correspondenc
communication with us including through the n
by telephone, or over the Internet:
• Information we receive from third parties, suc
consumer reporting agencies. to verify statemen
you've made to us, or regarding your employme
credit, or other relationships; and
• Information about your transactions with MBI
with other companies outside of MBNA.
Information We Share Within MBNA We may s
of the information we collect about you with ffnanci+
ice companies within MBNA to offer additional pros
services that may interest you and best meet your ni
We believe this is convenient for you and may save )
bush tiu is m cd money. To-do so, we ohere fdentificat
information (such as name and address), transactio
experience information (such as purchases and pay.
credit eligibility information (such as credit reports
applications), and other information. The decision
chase any such products or services Is yours alone.
may tell us not to share credit eligibility informatior
you within MBNA, but please understand this does
prohibit us from offering you additional products a
services or from sharing transaction and experienc
identification, and other information within MBNA
Information We Share With Others: From tin
time, we may allow companies outside of MBNA t
you their products and services that'may interest 3
These products and services may be offered by fin;
service providers (such as banks, loan brokers, acc
aggregators, insurance agents, insurance companf
mortgage bankers, and securities broker-dealers), b',
financial companies (such as retailers, direct marke
communications companies. Internet service provi
manufacturers, service companies, travel agents, c
lines, car rental agencies, hotels, airlines, publfshe
and organizations endorsing MBNA financial proc
or services), and others (such as nonprofit organize
Subject to applicable law, we may share all the in'.
tion we collect with these companies outside of h
unless you tell us not to.
Additionally, we may share all the information
collect with companies that perform marketing of
services on our behalf or to other financial institr
with which we have joint marketing agreements.
are also permitted by law to share information al
you with other companies in certain circumstanc
r For instance, we may share all of the informatior
t collect with companies assisting us in servicing )
loan or account, with companies that endorse of
products and services through affinity agreement
2
with government entities in response to subpoenas or
regulatory requirements, and with consumer reporting
' agencies. If you tell us not to share information with
companies outside of MBNA that wish to offer you
their products and services, as described above, please
understand that we will continue to share information
in these additional circumstances.
Important Information About Your Choice: We're
dedicated to serving your needs - and to respecting
your choices related to privacy. You may tell us not to
share credit eligibility information within MBNA, and
you may tell us not to share information with companies
outside of MBNA that wish to offer you their products
and services as described above. If you wish to opt
out of such information sharing, please call toll-free
1-866-751-1255. We will ask you to verify your identity
and the specific accounts to which the opt out applies,
so please have all your account, membership, or
reference numbers and your Social Security number or.
Taxpayer Identification number for deposit accounts
i available when you call.
MBNA applies opt outs at the account level, not by "
individual Customer. When any person•listed with others
on an account opts out (for example. 'A co-applicant, joint
account holder. or authorized user), we'wfll list the entire
account as having opted out. MBNA will continue to
{ adhere to its disclosed privacy.practices for. an account
even if it becomes inactive or is. closed.
An opt out from information sharing on an account
as described above, 'either Within MBNA arid/or with
companies outside ofMBNA, remains effective unless
revoked in writing. Federal regulations require us'to'.
provide this notice on an annual basis; whether or not
an account has previously opted out from either type
i of information sharing. Please remember when you
receive our subsequent notices that an account previously
opted out from either or both types of information sharing
j (and not revoked in writing) does not need to be opted
out again.
This notice updates and replaces any previous
notices from MBNA about the privacy, security, and
protection of information. For additional information
i regarding MBNA's.privacy -practices.concerning the
Internet, and to view the most recent version of this
privacy notice, please go to www.mbna.com and click
on "Privacy Notice." You may have other privacy pro-
{ - , tections under state laws. We may amend this privacy
notice at any time, and we will inform you of changes
as required by law.
Words Used Often in This Agreement
! "Agreement" or "Credit Card Agreement" means these
Additional Terms and Conditions and the Required Federal
Disclosures for the Initial Disclosurej'and any changes we
make to those documents from time to time.
"You" and "your" mean each and all of the persons who are
granted. accept or use an account we hold. "You and "your"
I also mean any other person who has guaranteed payment of
this account. when used in the sections entitled, %
Monitor and Record Telephone Calls, and Arbitration and I
and when used in each of the sections relating to p
this account (Your Promise to Pay, and How We Allocate
Payments, for example).
"We," "us."."our" and "MBNA America" mean MBt
America Bank, N.A.
"Card' means all the credit cards we issue to you
any other person with authorization for use on this
pursuant to this Agreement.
"Access check" means an access check we provide
make a Check Cash Advance on your account.
If we use a capitalized term in this document but
define the term in this document, the term has the n
given In the Required Federal Disclosures or the Infti
Disclosure, or as used in your monthly statement.
We use section headings (such as, Words Used Often in
Agreement) to organize this Agreement. The actual terns
Agreement are in the sentences that follow and not the
Sign Your Card
You should sign your card litfum yva use it.
We May Monitor and Record Telephone
You consent to and authorize MBNA America, any e
affiliates, or its marketing associates to monitor andk
any of your telephone conversations with our represer
or the representatives of any of those companies.
Credit Reporting Agencies
You authorize MBNA America to collect information a
you. Including credit reports from consumer reporting ati
It you believe we have furnished Inaccurate or incon
information about you or your account to acredit repc
agency, write us at: MBNA. Credit Reporting Agencies,
Box 17054, Wilmington. DE 19884-7054. Please Include
name, address, home phone number, and account nurr
and explain what you believe Is Inaccurate or incomple
How to Use Your Account
You may obtain credit In the form of Purchases and t
Advances by using cards, access checks, your account nt
or other credit devices. Please refer to your Required S
Disclosures or Initial Disclosure to determine what transa
constitute Purchases and Cash Advances and how you r
obtain them.
Transaction Date for Certain Cash Advai
The transaction date for Check Cash Advances and Ba
Transfers done by check is the date you or the person to
whom the check is made payable first deposits or cashes
check. The transaction date for a returned payment (a B
Cash Advance) is the date that the corresponding payme
posted to your account.
Purposes for Using Your Account
You may use your account for personal, family, or house
purposes. You may not use your account for business or
commercial purposes. You may not use a Check Cash
Advance, or any other Cash Advance, to make a payment
this or any other credit account with us. You may not use
permit your account to be used to make any illegal transac
Persons Using Your Account
If you permit any person to use your card. access checks,
account number, or other credit device with the authorizatio
to obtain credit on your account, you may be liable for all
transactions made by that person including transactions for
which you may not have intended to be liable, even if the amour
of those transactions causes your credit limit to be exceeded.
Authorized users of this account may have the same access
to information about the account and its users as the
account holders.
How You May Stop Payment
on an Access Check
You may request a stop payment on an access check by
providing us with the access check number, dollar amount, and
payee exactly as they appear on the access check. Oral and
written stop.payment requests on an access check are effective
for six months from the day that we place the stop payment.
You May Not Postdate an Access Check
You may not issue a postdated access check on your
account. If you do postdate an access check, we may elect to
honor it upon presentment or return it unpaid to the person
that presented it to us for payment, without In either case
waiting for the date shown on the access check. We are not
liable to you for any loss or expense incurred by you arising
out of the action we elect to take.
Your Promise to Pay
You promise to pay us the amounts of all credit you
obtain, which includes all Purchases and cash Advances.
You also promise to pay us all the amounts of finance charges,
fees, and any other transactions we charge against your account.
Payments on Your Account
You must pay each month at least the Total Minimum
Payment Due shown on your monthly statement by. your
Payment Due Date. You may pay the entire amount you owe
us at any time. Payments made in any billing cycle that are
greater than the Total Minimum Payment Due will not affect
your obligation to make the next Total Minimum Payment
Due. If you overpay or if there is a credit balance on your
account. we will not pay interest on such amounts. We will
reject payments that are not drawn In U.S. dollars and those
drawn on a financial institution located outside of the United
States. Payment of your Total Minimum Payment Due may
not avoid the assessment of Overlimit Fees.
When Your Payment Will Be Credited
to Your Account
We credit payments as of the date received, if the payment
is: (1) received by 2 p.m. (Eastern Time):.(2) received at the
address shown in the upper left-hand corner of the front of
your monthly statement;(?) paid with a check drawn in U.S.
dollars on a U.S. financial institution or a U.S. dollar money
order: and (4) sent in the return envelope with only the top
portion of your statement accompanying it. Payments
received after 2 p.m. on any day including the Payment Due
Date. but that otherwise meet the above requirements, will be
credited as of the next day. Credit for any other payments
may be delayed up to five days. .
How We Allocate Your Payments
We will allocate your payments In the manner we determine.
In most instances, we will allocate your payments to bal
(including new transactions) with lower APRs before. bal
with higher APRs. This will result in new balances with
lower APR (e.g., those with promotional APR offers) beir
paid before any other existing balances.
Promise to Pay Applies to All Persons
All persons who initially or subsequently request, acc
guarantee or use the account are individually and togett
responsible for any total outstanding balance. we may i
to release from liability any person who is responsible tc
any total outstanding balance, until all of the cards, acct
checks, and other credit devices outstanding under the
account have been returned to us. and any such persona
persons repays us the total outstanding balance owed tc
at any time under the terms of this Agreement.
Default
You will be in default of this Agreement if: (1) you fail to
make any required Total Minimum Payment Due by its Pay
Due Date: (2) your total outstanding balance exceeds your
credit limit: or (3) you fail to abide by any other term of thi,
Agreement. Solely for the purposes of determining eligibil
and prcmium payment obl'igarion< fnr the nrrinnal credit h
ance purchased through MBNA, you will be deemed,in deft
j or delinquent if you fail to make a payment within 90 days
your Payment Due Date. Our failure to exercise any of our
rights when you default does not mean that we are unable
exercise those rights upon later default.
When We May Require Immediate Paym
1 If you are in default we can require immediate paymen
of your total outstanding balance and, unless prohibited
applicable law and except as otherwise provided under tf
Arbitration and Litigation section of this Agreement, we can
also require you to pay the costs we incur in any collectic
proceeding, as well as reasonable attorneys' fees if we ref
your account for collection to an attorney who is not our
! salaried employee.
Other Payment Terms
We can accept late payments, partial payments, or payrr
with any restrictive writing without losing any of our dghts
under this Agreement. This means that no payment. inclu
those marked with "Paid in full" or with any other restricth
words, shall operate as an accord and satisfaction without
prior written approval of one of our senior officers. You mm
not use a postdated check to make a payment. If you do p
date a payment check, we may elect to honor it upon pret
ment or return it uncredited to the person that presented
without in either case waiting for the date shown on the
check. We are not liable to you for any loss or expense'
Incurred by you arising out of the action we elect to take.
Payment Holidays
We may allow you, from time to time, to omit a month'.
payment. We will notify you when this option is available
If you omit a payment, finance charges and any applicable
fees will accrue on your account in accordance with this
Agreement. You must resume making your Total Minimul
Payment Due each month following a payment holiday.
Transactions Made in Foreign Currenci
it you make a transaction in a foreign currency, the tran
tion will be converted by Visa International or MasterCard
International; depending on which card you use. Into a U.
j dollar amount In accordance with the operating regulations
conversion procedures in effect at the time that the transact
is processed. Currently, those regulations and procedures
provide that the currency conversion rate to be used is eithe
(1) a wholesale market rate or (2) a government-mandated n
in effect one day prior to the processing date, increased by c
percent in each. case. Visa or MasterCard retains this one pert
as compensation for performing the currency conversion se
ice, The currency conversion rate in effect on the processing
date may differ from the rate in effect on the transaction cats
or the posting date.
Billing Cycle
Your billing cycle ends each month on a Closing Date
i determined by us.. Each billing cycle begins on the day afte
' the Closing Date of the previous billing cycle. Each statemei
reflects a single billing cycle.
Account Fees arid'Charges
Account Fees: The following fees, which are set forth on yo
Required Federal Disclosures or.lnitial Disclosure, are charged
. i., as Purchases in the billing cycle in.which the fees accuis:
(1).a Late Fee if the Total Minimum Payment Due shown on
your monthly ctatcmcnt fc not rcccivcd-by u: on or bcforc it:
Payment Due Date;^ -
(2) an Overlimit Fee if your New Balance Total exceeds your
credit limit on the last day of a billing cycle, even if fees.or
finance charges charged'by;us cause your New Balance Total
to exceed your credit limit: an Overlimit Fee is charged to your
account as of the day in the billing cycle that your total out-
standing balance on your account exceeds your credit limit;
' 13) a Returned Ps ymerif Fee'lf a payment on`your account is
:. returned for insufficfent'funds or for any other reason, even If
It Is'pafd upon subsequent presentment;
(4) a Returned Cash Advance Check Fee if we return an access
check unpaid for any reason, even if the access check Is paid
upon subsequent presentment;
?; . (5) a Copy Fee for each copy of a monthly statement or sales
draft, except that the six most recent monthly statements and
- six sales drafts will be provided for free; and
(6) an Annual Fee if your account is open or if you maintain an
account balance, whetheryou have active charging privileges.
. or not.
Abandoned Property Charges: Unless prohibited by applicable
law, we will charge your account, as a Purchase, for any costs'
incurred by us associated with complying with state abandoned
+. property laws.
'-
Please review your Required Federal Disclosures or Initial
> ; Disclosure for additional fees and charges that may apply to
your account. -
Bene fits
I We may offer you certain benefits and services with your
+ account. Unless expressly made a part of this Agreement, any
j i such' benefits or services are note part of this Agreement, but
„ are subject to the terms and restrictions outlined In the benefits
I brochure and other official documents provided to you from
time to time by or on behalf of MBNA'Amer(p, We may adjust,
add, or delete benefits and services at any time and without
;? notice to you.
Ij Refusal to Honor Your Account
i We are not liable for any refusal to honor your account.
1 This can include a refusal to honor your card or account number
f or any check written on your account. We are not liable for
7
any retention of your card by us, any other bank, or.a
provider of goods or services.
We May Suspend or Close Your Acca
We may suspend or close your account or otherwh
nate your right to use your account. We may do this
time and for any reason. Your obligations under this
Agreement continue even after we have done this. Yc
destroy all cards, access checks or other credit device
account when we request.
You May Close Your Account
You may close your account by notifying us in writi
telephone, and destroying all cards, access checks or
credit devices on the account. Your obligations under
Agreement continue even after you have done this.
i
Transactions After.Your Account Is C
When your account is closed, you must contact anyo
i authorized to charge transactions to your account, such
internet service providers, health clubs or insurance cor
These transactions may continue to be charged to yot
! arrn9nt until you change the billing. Also, if we belie
have authorized a transaction or are attempting to use
account after you have requested to close the account
may allow the transaction to be charged to your accot
We May Amend This Agreement
We may amend this Agreement at any time. We ma,
amend it by adding, deleting. or changing provisions c
Agreement. When we amend this Agreement we will c
with the applicable notice requirements of federal and
Delaware law that are in effect at that time. If an amei
gives you the opportunity to reject the change, and If yc
the change in the manner provided in such amendment
may terminate your right to receive credit and may ask
return all credit devices as a condition of your rejection
amended Agreement (including any higher rate or othe
charges or fees) will apply to the total outstanding bal.
Including the balance existing before the amendment bect
effective. We may replace your card with another card at a
We May Sell Your Account
We may at any time, and without notice to you, sell,
j or transfer your account, any sums due on your accour
Agreement, or our rights or obligations under your acc
this Agreement to any person or entity. The person or
to whom we make any such sale, assignment or transfe
be entitled- to all of our rights and/or obligations under
Agreement, to the extent sold, assigned or transferred.
Your Credit Limit
Your credit limit is disclosed to you when you receiv
card and, generally, on each monthly statement. We m
change your credit limit from time to time.
The amount shown on your monthly statement as G
Credit Available does not take into account any. Purcha
Cash Advances, finance charges, fees, any other transar
or credits which post to your account after the Closing
of that monthly statement. Such transactions could re
your credit limit being exceeded and result in the asses
of Overlimit Fees.
What We May Do if You Attempt to
Exceed Your Credit Limit
i
The total outstanding balance on your account plus
authorizations at any time must not be more than your cri
limit. If you attempt a transaction which results in yourtc
outstanding balance (plus authorizations) exceeding your
credit limit, we may: (I ) permit the transaction without rai<-
your credit limit; (2) permit the transaction and treat the
amount of the transaction that is more than the credit lim
as immediately due; or (3) refuse to permit the transaction
If we refuse to permit the transaction, we may advise the
person who attempted the transaction that it has been refu:
If we refuse to permit a Check Cash Advance or Balance
Transfer, we may do so by advising the person presenting th
Check Cash Advance or Balance Transfer that credit has be
refused, that there are insufficient funds to pay the Check
Cash Advance or Balance Transfer, or in any other manner.
If we have previously permitted you to exceed your credit lir
it does not mean that we will permit you to exceed your credit
limit again. If we dedde to permit you to exceed your credit lir
we may charge an Overlimit fee as provided In this Agreement
U-4autfwr?zed Use of Your Card
Please notify us immediately of the loss, theft, or possibl
unauthorize&use of your account at 1-800.421-2110.
You Must Notify Us When You
Change Your Address
we strive to keep accurate records for your benefit and our.
The post office and others may notify us of a change to your
address. When you change your address, you must notify us
promptly of your new address.
What Law Applies
This Agreement 1s made in Delaware and we extend crecil
to you from Delaware. This Agreement is governed by the
laws of the State of Delaware (without regard to its conflict
laws principles) and by any applicable federal laws.
The Provisions of This Agreement
are Severable
If any provision of this Agreement is found to be invalid,
the remaining provisions will continue to be effective.
Our Rights Continue
our failure or delay in exercising any of our rights under
this Agreement does not mean that we are unable to exercis
those rights later.
Arbitration and Litigation
This Arbitration and Litigation provision applies to you
unless you were given the opportunity to reject the Arbitration
and Litigation provisions and you did so reject them in the
manner and timeframe required. If you did reject effectively
such a provision, you agreed that any litigation brought by yo
against us regarding this account or this Agreement shall be
brought in a court located in the State of Delaware.
Any claim or dispute ('Claim") by either you or us against
the other, or against the employees, agents or assigns of the
other, arising from or relating in any way to this Agreement o
any prior Agreement or your account (whether under a
statute, in contract, tort, or otherwise and whether for money
damages, penalties or declaratory or equitable relief), includin
Claims regarding the applicability of this Arbitration an
Litigation Section or the validity of the entire Agreemer
any prior Agreement, shall be resolved by binding arbitl
The arbitration shall be conducted by the National Arbi
Forum ("NAF'), under the Code of Procedure in effect at th
the Claim is filed. Rules and forms of the National Arbitra
Forum may be obtained and Claims may be filed at any Na
Arbitration Forum office, www,arb-fomm.com, or P.O. Box
Minneapolis, Minnesota 55405, telephone 1-800.474-2371.
NAF is unable or unwilling to act as arbitrator, we may
stitute another nationally recognized, independent arbit
organization, that uses a similar code of procedure. At y
written request, we will advance any arbitration filing fee
administrative and hearing fees which you are required I
pay to pursue a Claim in arbitration. The arbitrator will
decide who will be ultimately responsible for paying tho
fees. In no event will you be required to reimburse us fc
arbitration riling, administrative or hearing fees in an art
greater than what your court costs would have been if th
Claim had been resolved in a state court with lurisdictio
Any arbitration hearing at which you appearwill take pla
within the federal judicial district that includes your bill!
address at the time the Claim is filed. This arbitration al
meat is made NwsueuL Lu a Lmuaa,Liuu h.,?Iviug.if tt(st
commerce and shall be governed by the federal Arbitrati
Act, 9 U.S.C. §§ 1-16 ("FAA"). judgment upon any arbitrai
award may be entered in any court having jurisdiotlon. The
arbitrator shall follow existing substantive law to the exten
consistent with the FAA and applicable statutes of Iimitati<
and shall honor any claims or privilege recognized by law.
party requests, the arbitrator shall write an opinion contair
the reasons for the award.
No Claim submitted to arbitration is heatc1 by a jury ai
no Claim may be brought as a class action or as a private
attorney general. You do not have the right to act as a cl
representative or participate as a member of a class of
claimants with respect to any Claim. This Arbitration ant
Litigation Section applies to all Claims now in existence
that may arise in the future.
This Arbitration and Litigation Section shall survive thi
termination of your account with us as well as any voiunt
payment of the debt In full by you, any bankruptcy by you
sale of the debt by us.
For the purposes of this Arbitration and Litigation Seo
"we" and "us" means MBNA America Bank, N.A., its paren
subsidiaries, affiliates, licensees, predecessors, successor
assigns. and any purchaser of your accountrand all of the
officers, directors, employees, agents and assigns or any
all of them. Additionally. "we* or "us" shall mean any thir
party providing benefits, services, or products in connectl
with the account lincluding but not limited to credit bure
merchants that accept any credit device issued under the
account. rewards or enrollment services, credit' insurance
companies. debt collectors and all of their officers, direct,
employees and agents) if, and only if, such a third party is
named by you as a co-defendant In any Claim. you assert
against us.
IF any part of this Arbitration and Litigation Section is
found to be invalid or unenforceable under any law or sta
consistent with the FAA, the remainder of this Arbitration
Litigation Section shall be enforceable without regard to
invalidity or unenforceabflity.
THE RESULT OF THIS ARBITRATION AGREEMENT IS T
EXCEPT AS PROVIDED ABOVE, CLAIMS CANNOT BE LIT!
GATED IN COURT, INCLUDING SOME CLAIMS THAT COL
10
(HAVE BEEN TRIED BEFOREA IURY; AS CLASS ACTIONS OR
JAS PRIVATE ATTORNEY GENERAL ACTIONS.
iCREDIT INSURANCE BENEFITS,
LIMITATIONS, COSTS & EXCLUSIONS
:CONSUMER PROTECTION DISCLOSURES
'CREDIT INSURANCE IS: NOT A DEPOSIT, NOT FDIC-
:INSURED; NOT INSURED BY ANY FEDERAL GOVERNMENT
AGENCY; AND NOT GUARANTEED BY THE BANK., .
I PURCHASE OF CREDIT INSURANCE IS NOT A CONDITION
OF OBTAINING CREDIT. IF COVERAGE IS DESIRED, IT
MAY BE PURCHASED ELSEWHERE.
Credit Insurance pays your minimum monthly payment'
i up to your balance on the'date of loss Inot to exceed $25,000,
except disability in MN), until you return to work" if you are
involuntarily unemployed, totally disabled, or if you or your
spouse takes covered family leave: Credit Insurance also
I pays your insured outstanding balance up to the least of your
:outstanding balance. your credit limit (not AL, AZ, AR. DE.
DC, ID, IL, IA. LA. MD, MN, MS. NV. ND, OH, OK, RI;:SD;:VT,
i WA, WV & WY). or $25,000 if you die.
i ib • One insured per account (insured must be the
primary cardholder or a co-applicant. authorized. ubers ere nut
eligible), under age 66 (70 in AZ, NV & VA: 71 in FL, GA.' Mi.
MO & OK: 72 in NM). Your coverage ends at these same ages
'(except family leave in AZ, FL & SD & unemployment). When
enrolled, certificates will be mailed explaining your coverage
& effective date. In MN, unemployment coverage is effective
61 days from your certificate effective date. For unemployment
or family leave benefits, you must be gainfully employed '
i working at least 30 hrsrwk (not self-employed or an independent
contractor) for 90 consecutive days before the date of loss
(CO - before application date), (PA - on the date of loss),
I ITX - before coverage effective date for unemployment).
i Employees of professional corporations may be eligible.
Coverages & Benefits; Credit Insurance covers: your
death: involuntary unemployment due to job loss, general
strike, unionized labor dispute: or lockout; total disability due
I to sickness or injury if you are unable to perform the material
& substantial duties of your job for any lob after 12 mos. In
I PA, 18 mos. in AL. AZ, AR, CA, DE, DC, GA. HI, ID, IL. IA, KS,
LA, MD, MN. MS. NV.:NI. ND. OH, OK, RI, SD, TN, VT. WA, WV,
W1 & WY); your or your spouse's unpaid leave of absence
from employment due to care of your newborn or newly adopted
I child or an incapacitated immediate family member(must be
spouse, child, stepchild or parent in AK): mandatory recall to
active military duty; jury duty (except in AK): or residence in
a federally declared disaster area. Loss (not death) must
I. continue at least 30 days before benefits begin. In NY, for.
strikes,. unionized labor disputes & lockouts, you must be.
i unemployed for 7 consecutive weeks & qualify for state unem-
ployment benefits before benefits begin. A daily benefit is
j paid for each day of loss over 30 days for unemployment in
NY & PA, and disability in CA, CT, GA, NY, MI, PA, RI & SC.
j You may cancel this coverage at any time. If canceled within
the first 30 days of coverage, all premiums will be refunded.
Exclusions; Life: suicide.in the first 6 months:of coverage
(not MD & MO). Involuntary Unemployment: retirement,
resignation, voluntary forfeiture of income or jab loss due to
willful or criminal misconduct, disability. strikes in IL. military
discharge in NY & normal seasonal unemployment in TX.
Disability: normal pregnancy or childbirth (not CA. MA & NY),
intentionally self-inflicted injuries trot MD). or a pre-existing
medical condition during first 6 months of coverage Inot NI).
Family leave benefits are not paid if you are eligible for 6.
receiving unemployment benefits or are disabled.
This is only a brief description of coverage, and coven
vary by state. Please refer to your certificates for a full
explanation of coverage. '
Costs Der S 100 oer Month of Average Dally &alance:
Costs apply to Life (L). Disability (D), Unemployment (U)
Family Leave (F): AL 54.5c: AK 78c: AZ 99.94; AR 99c: CA
89.94: CO 50.664; CT 42.89c:.DE 99.94; DC 99.94: FL 89c: G
90.8x, HI 89,91 c; ID 99.54 (L 8:6c. D 16.94, U 54c, F 20c); It
80.974: IN 96c: IA 97.84 (L 7.24: D 16.64, U 544, F 20c); KS
85.474: KY 97.44; LA 99.934: ME 53.05c; MD 79.744: MA 15
MI 85.74: MN 31.474: MS 9254; MO 61.1c: MT 93.94: NE
95.84: NV 99.874: NH 95c; NI 97c; NM 58.94; NY 52.54 (L 8.
D 26.84, U 16.94); NC 71.34; ND 94.974: OH 99.94; OK 97.4'.
OR 80.8x. PA 38.1 c: PR 99c; RI 99.84: SC 78.84; SD 99.9x, TI
92.54: TX 33.74 (L 4.8c. D 12.94. U 16c); UT 90.444; VT 34.9:
(L 6.684, D 12.244, F 164); VA 84c (L 6.I c. D 8.9c. U 49c, F
20c): WA 89.394; WV 99.54: WI 93.64 (L 5.7c. D 8.9c. U 59c,
204) & WY 99.74.
Availability: Involuntary Unemployment is not available
MA or VT. Family Leave is not available in AL, CT, MA, MD,
MN, NM, NY, PA, or TX.
Underwriting Comnanies/Policy: Involuntary
Unemployment: American Security/LOI(5/85), LOI NY(3/931
AS LO1 TX(11199), LOIC-]P-KS(2/96), LOIC-IP-CRS-ME(5185)
and LOIC-IP; Standard Guaranty/SG LOI (5/85) (NH only).
Life & Disability: Union Security Life/L-I-Z, L-S-G in AL. AZ
AR, DE, DC, ID, IL. IA. KS, LA, MD, MN, MS, NV, ND, OH, 01
RI, SD, VT.WA. WV & WY: Standard Guaranty Life (TX only)/
L-I-Z(8/92)(3.53RA), First Fortis Life (NY Life only)/NYLM00American Security (NY Disability only)/W-S-A, Fortis
Insurance (ME only)/U-X-A. Family Leave: American
Security/FLP (4/97), FLP-FL(12/97) in FL, FLP-NC (3/98) in N
FLP-OK(4/97) in OK, FLP-VA(2/98) In VA, FL-IP(AZ)(7/98) in
AZ, FL-IP(4/971 in IL & IN, FLIP-KS (12/97) in KS, FLIP-ME
(4,99) in ME: FL-IP-WY(4/97) in WY; Standard Guaranty/FLP
(4197) in NH; Union Security LIWFLP-VT(4/97) in Vr. Sol(citii
agents for Mississippi and Florida are Charles M. Gordon am
Pamela Curtis respectively.
The creditor may receive compensation in connection wit
this offer.
It is a crime to provide false or misleading information to a
insurer for the purpose of defrauding the Insurer or any other
person. Penalties include imprisonment and/or fines. In additio
an insurer may deny insurance benefits if false Information
materially related to a claim was provided by the applicant.
'Less past due and over credit limit amounts. In Mi. cove
age pays 5% of the balance on your date of disability up to
$1250. In OR, coverage pays the,greater of 1/36th of the bal-
ance or the current minimum payment due on your date of
loss. In NY & PA, coverage pays the minimum payment due
on your date of loss. In TX, coverage pays the greater of 6% c
your insured outstanding balance on your date of unemploy
ment or your minimum monthly payment.
-The number of monthly benefit payments will not exceed 9
for family leave; 12 for unemployment in AL, AK, CT, IL, Ml, MP
MO, NM, NC. NY, PA, SC & TX; 12 for disability in AK, CO. Cr.
FL. KY, MA. MO, MT, NE, NH, NM, NC, OR, SC, UT & VA.
NY, NJ & TX Residents Only: To purchase coverages separatell
write to Assurant Group, P. 0. Box 50355, Atlanta, GA 30302.
Applications will be sent to you.
12
f
219/01 MBNAULOI (MBNA- VD/Uncapped LOVFL)
25000 DISC-101
MBNA America® and GoldPlus® are federally registered sen
marks of MBNA America Bank N.A.
0 2000 MBNA America Bank, N.A.
AGMT90 (Revised 4/2001)
EXHIBIT "B"
III
NATIONAL
ARBITRATION
FORUM
MBNA America Bank, N.A.
C/o Wolpoff & Abramson, L.L.P.
Attorneys in the Practice of Debt Collection
702 King Farm Blvd, Two Irvington Centre
Rockville, MD 20850-5775
CLAIMANT(s), AWARD
RE: MBNA America Bank, N.A. v Clyde L Bertrom
File Number: FA0209000124629
Claimant File Number: 5329007933005355
Clyde L Bertrom
1023 YORK RD
Dillsburg, PA 17019-9003
RESPONDENT(S).
The undersigned Arbitrator in this case FINDS:
I. That no known conflict of interest exists.
2. That on or before 09/06/2002 the Parties entered into an agreement providing that this matter shall be resolved
in accordance with the Forum Code of Procedure.
3. That the Claimant has filed a claim with the Forum and served it on the Respondent.
4. That the Respondent has filed a response with the Forum and served it on the Claimant.
5. That the matter has proceeded in accord with the applicable Forum Code of Procedure.
6. The Parties have had the opportunity to present all evidence and information to the Arbitrator.
7. That the Arbitrator has reviewed all evidence and information submitted in this case.
8. That the information and evidence submitted supports the issuance of an Award as stated.
Therefore, the Arbitrator ISSUES:
An Award in favor of the Claimant, for a total amount of $4,735.72.
Entered in the State of Pennsylvania
ACKNOWLEDGEMENT
This Award was duly entered and delivered to the
parties on this date.
Honorable Harold Kaliaa
AA. Mager,
Arbitrator
Date: 02/11/2003
Director of Arbitration
02/11/2003
SHERIFF'S RETURN - REGULAR
CASE NO: 2003-06326 P
COMMONWEALTH OF PENNSYLVANIA:
COUNTY OF CUMBERLAND
MBNA AMERICA BANK N A
VS
BERTROM CLYDE L
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
BERTROM CLYDE L
the
DEFENDANT , at 2045:00 HOURS, on the 12th day of December , 2003
at 1023 YORK ROAD
DILLSBURG, PA 17019
by handing to
LINDA BRUNNER, GIRLFRIEND
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 6.21
Affidavit .00
Surcharge 10.00
.00
34.21
Sworn and Subscribed to before
me this IS4? day of
A.D.
rothdnoutary
So Answers:
R. Thomas Kline
12/15/2003
WOLFSON & ASSOC
By° ?pt??
Deputy riff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
MBNA AMERICA BANK, N.A.
Plaintiff
CIVIL ACTION - LAW
V.
CLYDE L. BERTROM, : NO. 03-SU-6326 Civil Term
Defendants
DEFENDANT'S PRELIMINARY OBJECTIONS
Defendant, Clyde L. Bertram, by his undersigned attorney, preliminarily
objects to Plaintiffs Complaint, as follows:
1. LACK OF CONFORMITY TO RULE OF COURT
1. Pursuant to Pa.R.C.P. 1019(f), averments of time, place and items of
special damages shall be specifically stated.
2. The Complaint purports to state a claim against Defendant for default under
the terms and conditions governing the use of a credit card.
3. Paragraph 3 of the Complaint states that Defendant was issued an open
end credit card but fails to include averments of time or any facts sufficient to
identify the specific account and parties thereto.
4. Plaintiffs Complaint attaches a copy of the alleged terms and conditions for
use of the credit card but fails to identify a specific date upon which the
purported agreement was commenced.
5. In addition, the Complaint does not specifically describe the nature of
default in violation of Pennsylvania Rule of Civil Procedure 1019(a) which
requires that "the material facts on which a cause of action or defense is based
shall be stated in a concise and summary form".
1
6. More particularly, the Complaint fails to explain the terms that Defendants
breached or the payments Defendants allegedly failed to make by (1) omitting
the date or dates the bank credited the account (2) including the amount or
amounts lent and (3) the calculation of reasonable attorneys fees and costs
included with Plaintiffs demand for special damages.
7. As a result, plaintiffs complaint is vague and general and does not
specifically state that money was loaned or debt incurred or what, if any,
payments are due and the nature of the charges included as part of the amount
Plaintiff claims to be owed.
8. Plaintiffs complaint lacks sufficient specificity to apprise defendant of the
issues to be litigated, to allow him to adequately prepare and assert defenses to
plaintiffs allegations, and/or to identify and join any potentially responsible parties
as additional defendants.
9. Additionally, Plaintiffs allegations are merely conclusionary statements, and
violate Pa. R.C.P. 1019(a).
10. Under Pa. R.C.P. No. 1028(a)(2), a party may preliminarily object by way
of a motion to strike off a pleading because of lack of conformity to law or rule of
court.
11. The substance of Plaintiffs Complaint violates the Pennsylvania Rules of
Civil Procedure and must be dismissed.
WHEREFORE, Defendant respectfully requests that Plaintiffs Complaint
against him be dismissed for lack of conformity to the Pennsylvania Rules of Civil
Procedure.
II. INSUFFICIENT SPECIFICITY OF A PLEADING.
12. Plaintiffs Complaint generally avers, in paragraph 5 thereof, that
Defendant was provided copies of Statements of Account and, in paragraph 9
thereof, that Defendant made sporadic and irregular payments which have been
applied to the account.
13. The Complaint generally asserts a breach of contract and other failures of
performance against Defendant.
2
14. The Complaint fails to allege that money or something of value was lent to
the Defendant.
15. Plaintiffs Complaint fails to allege that money was debited from the
Plaintiffs assets at the time Defendant's account was credited or opened.
16. Plaintiffs Complaint does not describe the assets within the control or
ownership of Plaintiff that were allegedly lent to the Defendant.
17. The Complaint fails to state any facts upon which the amount of damages
may be calculated, in violation of Pennsylvania Rule of Civil Procedure 1019(a),
which requires that "the material facts on which a cause of action or defense is
based shall be stated in a concise and summary form."
WHEREFORE, Defendant respectfully requests this Court to require that
Plaintiff plead more specifically the averments of its complaint relating to
damages and the nature of the default.
III. PRELIMINARY OBJECTION RAISING FAILURE TO CONFORM TO
APPLICABLE RULES OR LAW.
18. The verification to plaintiff's complaint was not made by one of the
plaintiffs, but rather was made by plaintiff's attorney, Amy F. Wolfson, Esq.
19. Pa. R.C.P. 1024(c) requires that:
The verification shall be made by one or more of the parties filing the
pleading unless all the parties (1) lack sufficient knowledge or information,
or (2) are outside the jurisdiction of the court and the verification of none of
them can be obtained within the time allowed for filing the pleading. In
such cases, the verification may be made by any person having sufficient
knowledge or information and belief and shall set forth the source of his
information as to matters not stated upon his own knowledge and the
reason why the verification is not made by a party.
20. The verification to plaintiff's complaint was not taken by the plaintiff, does
not set forth the source of plaintiff's attorney's information as to the matters
contained in the complaint.
21. Under Pa. R.C.P. 1028(a)(2), a party may preliminarily object by way of a
motion to strike off a pleading because of lack of conformity to rule of court.
22. The verification to plaintiffs' complaint is defective under Rule 1024(c).
3
23. The verification being defective, plaintiffs' complaint is not properly verified
as required of a pleading under Rule 1024(a), and must be stricken.
WHEREFORE, defendant respectfully requests that plaintiffs' complaint be
stricken.
Respectfully submitted
BRATIC & PORTKO
Dated: oyf
L (-
Stephen Portko, Esquire
Attorney I.D. No. 34538
101 U.S. Route 15 South
Dillsburg, PA 17019
(717) 432-9706
Attorneys for Defendant
4
CERTIFICATE OF SERVICE
HEREBY CERTIFY that a true and correct copy of the foregoing
Preliminary Objections was furnished by U.S. Mail, first class, postage prepaid on
this 15th day of January 2004, to:
Amy F. Wolfson, Esquire
WOLFSON & ASSOCIATES, PC
267 East Market Street
York, Pennsylvania 17403
Attorneys for Plaintiff
BRATIC & PORTKO
Dated: U I S v 9 c? ?'- I({?
Stephen Portko
Attorney I.D. No. 19249
101 U.S. Route 15 South
Dillsburg, PA 17019
(717) 432-9706
Attorneys for Defendant
5
r a_ Pis'
C?l
C ].c
,r- ? r2
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
MBNA AMERICA BANK, N.A., No. 03-SU-6326 Civil Term
Plaintiff
VS.
CIVIL ACTION - LAW
CLYDE L. BERTROM,
Defendant
PLAINTIFF'S RESPONSE TO DEFENDANT'S
PRELIMINARY OBJECTIONS
AND NOW, TO WIT, this 11? day of 't'} QAaj& , 2004, comes the
Plaintiff, MBNA America Bank, N.A., by and through its attorneys, Amy F. Wolfson,
Esquire, and the law firm of Wolpoff 8t Abramson, L.L.P., and files the following Response
to Defendant's Preliminary Objections as a statement herein:
LACK OF CONFORMITY TO RULE OF COURT
t . Denied. The allegations contained in paragraph 1 of Defendant's Preliminary
Objections are conclusions of law to which no response is required. To the extent that a
response is necessary, same is denied and strict proof is demanded at trial.
2. Admitted.
3. Admitted in part and denied in part. It is admitted that Defendant was
issued an open end credit card by Plaintiff. It is denied that Plaintiff has failed to include
averments relative to time and/or facts sufficient to identify Defendant's responsibility for
the debt at outlined in Plaintiff's Complaint. By way of further response, an authenticated
Arbitration Award from the National Arbitration Forum, which clearly identifies the parties
and the account number of Defendant's open end credit card, was attached as an exhibit to
Plaintiff's Complaint. Further, Plaintiff's Complaint is a written document which speaks for
itself.
4. Denied. After reasonable investigation, Plaintiff is without sufficient
information or knowledge to form a belief as to the truth or veracity of this allegation.
Therefore, same is denied and strict proof is demanded at trial. By way of further
response, Plaintiff's Complaint is a written document which speaks for itself.
5. Denied. The allegations contained in paragraph 5 of Defendant's Preliminary
Objections are conclusions of law to which no response is required. To the extent that a
response is necessary, same is denied and strict proof is demanded at trial. By way of
further response, Plaintiff's Complaint clearly states that Defendant was issued an open end
credit card account by Plaintiff, and that Defendant has been a regular user of said charge
card for the purchase of products, goods and/or obtaining services, and as a result of same,
Defendant has incurred the account balance which is currently due and owing to Plaintiff,
due to sporadic and irregular payments made on the Defendant's account balance with
Plaintiff.
6. Denied. After reasonable investigation, Plaintiff is without sufficient
information or knowledge to form a belief as to the truth or veracity of this allegation.
Therefore, same is denied and strict proof is demanded at trial. By way of further
response, Plaintiff's Complaint clearly states that Defendant was issued an open end credit
card account by Plaintiff, and that Defendant has been a regular user of said charge card for
the purchase of products, goods and/or obtaining services, and as a result of same,
2
Defendant has incurred the account balance which is currently due and owing to Plaintiff,
due to sporadic and irregular payments made on the Defendant's account balance with
Plaintiff.
7. Denied. After reasonable investigation, Plaintiff is without sufficient
information or knowledge to form a belief as to the truth or veracity of this allegation.
Therefore, same is denied and strict proof is demanded at trial. By way of further
response, Plaintiff's Complaint clearly states that Defendant was issued an open end credit
card account by Plaintiff, and that Defendant has been a regular user of said charge card for
the purchase of products, goods and/or obtaining services, and as a result of same,
Defendant has incurred the account balance which is currently due and owing to Plaintiff,
due to sporadic and irregular payments made on the Defendant's account balance with
Plaintiff. By way of further response, an authenticated Arbitration Award from the
National Arbitration Forum, which clearly identifies the parties and the account number of
Defendant's open end credit card, and the amount due and owing to Plaintiff by
Defendant, was attached as an exhibit to Plaintiff's Complaint.
8. Denied. The allegations contained in paragraph 8 of Defendant's Preliminary
Objections are conclusions of law to which no response is required. To the extent that a
response is necessary, same is denied and strict proof is demanded at trial. By way of
further response, Plaintiff's Complaint clearly states that Defendant was issued an open end
credit card account by Plaintiff, and that Defendant has been a regular user of said charge
card for the purchase of products, goods and/or obtaining services, and as a result of same,
Defendant has incurred the account balance which is currently due and owing to Plaintiff,
3
due to sporadic and irregular payments made on the Defendant's account balance with
Plaintiff.
9. Denied. The allegations contained in Paragraph 9 of Defendant's Preliminary
Objections are conclusions of law to which no response is required. To the extent that a
response is necessary, same is denied and strict proof is demanded at trial.
10. Denied. The allegations contained in paragraph 10 of Defendant's
Preliminary Objections are conclusions of law to which no response is required. To the
extent that a response is necessary, same is denied and strict proof is demanded at trial.
11. Denied. The allegations contained in paragraph 1 1 of Defendant's
Preliminary Objections are conclusions of law to which no response is required. To the
extent that a response is necessary, same is denied and strict proof is demanded at trial.
WHEREFORE, Plaintiff respectfully requests that this Honorable Court deny
Defendant's Preliminary Objections to Plaintiff's Complaint.
II. INSUFFICIENT SPECIFICITY OF A PLEADING
12. Denied. After reasonable investigation, Plaintiff is without sufficient
information or knowledge to form a belief as to the truth or veracity of this allegation.
Therefore, same is denied and strict proof is demanded at trial. By way of further
response, Plaintiff's Complaint is a written document which speaks for itself.
13. Denied. The allegations contained in paragraph 13 of Defendant's
4
Preliminary Objections are conclusions of law to which no response is required. To the
extent that a response is necessary, same is denied and strict proof is demanded at trial. By
way of further response, Plaintiff's Complaint is a written document which speaks for itself.
14. Denied. After reasonable investigation, Plaintiff is without sufficient
information or knowledge to form a belief as to the truth or veracity of this allegation.
Therefore, same is denied and strict proof is demanded at trial. By way of further
response, Plaintiffs Complaint clearly states that Defendant was issued an open end credit
card account by Plaintiff, which is a financial institution, and that Defendant has been a
regular user of said charge card for the purchase of products, goods and/or for obtaining
services. Further, Plaintiff's Complaint is a written document which speaks for itself.
15. Denied. After reasonable investigation, Plaintiff is without sufficient
information or knowledge to form a belief as to the truth or veracity of this allegation.
Therefore, same is denied and strict proof is demanded at trial. By way of further
response, Plaintiff's Complaint clearly states that Defendant was issued an open end credit
card account by Plaintiff, which is a financial institution, and that Defendant has been a
regular user of said charge card for the purchase of products, goods and/or for obtaining
services. Further, Plaintiffs Complaint is a written document which speaks for itself.
16. Denied. After reasonable investigation, Plaintiff is without sufficient
information or knowledge to form a belief as to the truth or veracity of this allegation.
Therefore, same is denied and strict proof is demanded at trial. By way of further
response, Plaintiffs Complaint clearly states that Defendant was issued an open end credit
card account by Plaintiff, which is a financial institution, and that Defendant has been a
5
regular user of said charge card for the purchase of products, goods and/or for obtaining
services.
17. Denied. The allegations contained in Paragraph 17 of Defendant's
Preliminary Objections are conclusions of law to which no response is required. To the
extent that a response is necessary, same is denied and strict proof is demanded at trial. By
way of further response, Plaintiffs Complaint is a written document which speaks for itself.
WHEREFORE, Plaintiff respectfully requests that this Honorable Court deny
Defendant's Preliminary Objections to Plaintiff's Complaint.
III. PRELIMINARY OBJECTION RAISING FAILURE TO CONFORM TO
APPLICABLE RULES OF LAW.
18. Admitted. By way of further response, a representative of Plaintiff was
outside of the jurisdiction of the Court, and therefore, a Verification of same could not be
obtained within the time allowed for filing Plaintiff's Complaint.
19. Denied. The allegations contained in paragraph 19 of Defendant's
Preliminary Objections are conclusions of law to which no response is required. To the
extent that a response is necessary, same is denied and strict proof is demanded at trial. By
way of further response, in regards to the within matter, a representative of Plaintiff was
outside of the jurisdiction of the Court, and therefore, a Verification of same could not be
obtained within the time allowed for filing Plaintiff's Complaint.
20. Denied. After reasonable investigation, Plaintiff is without sufficient
information or knowledge to form a belief as to the truth or veracity of this allegation.
Therefore, same is denied and strict proof is demanded at trial. By way of further
6
response, the Verification attached to Plaintiff's Complaint clearly states that, "Amy F.
Wolfson, Esquire, is the attorney for Plaintiff, who is located outside of this jurisdiction and
in order to file the Complaint in an expedient and timely manner, she is authorized to take
said Verification on behalf of Plaintiff, and verifies that the statements made in said
Complaint are true and correct to the best of her knowledge, information and belief, based
upon information provided to her by Plaintiff".
21. Denied. The allegations contained in paragraph 21 of Defendant's
Preliminary Objections are conclusions of law to which no response is required. To the
extent that a response is necessary, same is denied and strict proof is demanded at trial.
22. Denied. The allegations contained in paragraph 22 of Defendant's
Preliminary Objections are conclusions of law to which no response is required. To the
extent that a response is necessary, same is denied and strict proof is demanded at trial. By
way of further answer, as stated in Defendants' Preliminary Objections, Pa.R.C.P. 1024 (c)
states that "The verification shall be made by one or more of the parties filing the pleading
unless all the parties ... (2) are outside the jurisdiction of the court and the verification of
none of them can be obtained within the time allowed for the filing of the pleading." By
way of further response, in regards to the within matter, a representative of Plaintiff was
outside of the jurisdiction of the Court, and therefore, a Verification of same could not be
obtained within the time allowed for filing Plaintiff's Complaint.
23. Denied. The allegations contained in paragraph 23 of Defendant's
Preliminary Objections are conclusions of law to which no response is required. To the
extent that a response is necessary, same is denied and strict proof is demanded at trial. By
7
way of further answer, as stated in Defendants' Preliminary Objections, Pa.R.C.P. 1024 (c)
states that "The verification shall be made by one or more of the parties filing the pleading
unless all the parties ... (2) are outside the jurisdiction of the court and the verification of
none of them can be obtained within the time allowed for the filing of the pleading." By
way of further response, in regards to the within matter, a representative of Plaintiff was
outside of the jurisdiction of the Court, and therefore, a Verification of same could not be
obtained within the time allowed for filing Plaintiff's Complaint.
WHEREFORE, Plaintiff respectfully requests that this Honorable Court deny
Defendant's Preliminary Objections to Plaintiff's Complaint.
Respectfully submitted,
Amy F. Wolfson, Es4uire
WOLPOFF 81 ABRAMSON, L.L.P.
267 East Market Street
York, PA 17403
(717) 846-1252
ID No. 87062
Attorney for Plaintiff
8
VERIFICATION
Amy F. Wolfson, Esquire, hereby states that she is the attorney for the Plaintiff,
MBNA America, who is located outside of this jurisdiction and in order to file the within
document in an expedient and timely manner, she is authorized to take this verification on
behalf of said Plaintiff in the within action and verifies that the statements made in the
foregoing Plaintiff's Response to Defendant's Preliminary Objections are true and correct to
the best of her knowledge, information, and belief, based upon information provided by
the Plaintiff.
The undersigned understands that false statements herein are made subject to the
penalties of 18 Pa.C.S. Section 4904, relating to unsworn falsification to authorities.
Amy F. WglTson, Esquire
WOLPOFF 8t ABRAM N, L.L.P.
267 East Market Street
York, PA 17403
(717) 846-1252
ID No. 87062
Attorney for Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
MBNA AMERICA BANK, N.A., No. 03-SU-6326 Civil Term
Plaintiff
VS. CIVIL ACTION - LAW
CLYDE L. BERTROM,
Defendant
CERTIFICATE OF SERVICE
1, AMY F. WOLFSON, ESQUIRE, do hereby certify that I served a copy of the
foregoing Plaintiff's Response to Defendant's Preliminary Objections upon the counsel of
record for the Defendant, by First Class Mail, Postage Prepaid, a copy thereof on this 5
day of 7??Y?1?Gi , 2004, to:
Steven Portko, Esquire
BRATIC AND PORTKO
101 Office Center, Suite A
101 U.S. Route 15 South
Dilisburg, PA 17019
Amy F.
267 East Market Street
York, PA 17403-2000
(717) 846-1252
I.D. No. 87062
Attorney for Plaintiff
5-: o
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-7
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Z-1fl
Cit
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
MBNA AMERICA BANK, N.A.,
Plaintiff
VS.
CLYDE L. BERTROM,
Defendant
(0-3w,
NO. 03-SU-6@M Civil Term
CIVIL ACTION - LAW
PLAINTIFF'S PETITION TO CONFIRM
ARBITRATION AWARD PURSUANT TO 42 Pa.C.S.A. §7313
AND NOW, TO WIT, this day of 2001 comes the
Plaintiff, MBNA America Bank, N.A., by and through its attorneys, Amy F. Wolfson,
Esquire, and the law firm of Wolpoff 8z Abramson, LLP, and files the following Petition to
Confirm Arbitration Award, and in support avers as follows:
Plaintiff/Petitioner, MBNA America Bank, N.A., is a Delaware corporation
doing business within the Commonwealth of Pennsylvania, and the other states of the
United States, with its principal place of business situated at P.O. Box 15718, Wilmington,
Delaware 19850 with its principal offices located at Two Irvington Centre, 702 King Farm
Boulevard, Rockville, Maryland 20850.
2. Defendant/Respondent, Clyde L. Bertrom, is an adult individual
with a last known address of 1023 York Road, Dillsburg, Cumberland County,
Pennsylvania 17019.
3. That pursuant to the Credit Card Agreement Additional Terms and
Conditions, which Defendant/ Respondent received when Plaintiff/Petitioner issued
Defendant/Respondent an open end credit card account, the parties agreed that this matter
be referred to Arbitration in the event of any claim and/or dispute if the account is
referred to collection. A true and correct copy of said Credit Card Agreement Additional
Terms and Conditions is attached hereto, incorporated herein and marked as Exhibit "A".
4. That in early 1999, Plaintiff/Petitioner forwarded to Defendant/Respondent
a document titled, "Important Amendments To Your Credit Card Agreement." A true
and correct copy of said document is attached hereto, incorporated herein and marked as
Exhibit "B".
5. That said document again provided Defendant/Respondent with details of the
Arbitration clause, pertaining to Defendant/Respondent's open end credit care account, in
the event of any claim and/or dispute if said account is referred to collection, and further
afforded Defendant/Respondent until January 25, 2000, to notify Plaintiff/Petitioner by
written correspondence that Defendant/Respondent did not wish for Defendant/
Respondent's account to be subject to said Arbitration Section. See Exhibit "B" as
previously identified and incorporated herein.
6. That Defendant/Respondent did not forward any written correspondence to
Plaintiff/Petitioner by January 25, 2000, in order to opt out of the Arbitration process,
and therefore Plaintiff/Petitioner properly referred this matter to the National Arbitration
Forum pursuant to the Arbitration Section of Defendant/Respondent's open end credit
card account, when Defendant/Respondent defaulted under the terms of the
aforementioned open end credit card Agreement.
7. That the National Arbitration Forum then forwarded to Defendant/
2
Respondent a Notice of Arbitration and Arbitration Claim form, and said documents
explained Defendant/Respondent's rights and options pursuant to the Arbitration process.
A true and correct copy of Notice of Arbitration and Arbitration Claim form are attached
hereto, incorporated herein and marked as Exhibit "C".
8. That due to the fact that Defendant/Respondent did not provided a written
response to the National Arbitration Forum within the allotted thirty (30) day time period,
to either state Defendant/Respondent's reply and/or defenses to said Claim or to request a
hearing before the National Arbitration Forum, an Arbitration Award was entered on
February 11, 2003, in favor of Plaintiff/Petitioner and against Defendant/Respondent in
the amount of Four Thousand Seven Hundred Thirty-Five and 72/100 ($4,735.72)
Dollars. A true and correct copy of the Arbitration Award is attached hereto,
incorporated herein and marked as Exhibit "D".
9. That the Credit Card Agreement Additional Terms and Conditions and
document titled, "Important Amendments To Your Credit Card Agreement" both state
that judgment upon any arbitration award may be entered in any Court having jurisdiction.
10. That Plaintiff/Petitioner has filed the within Petition, pursuant to the Uniform
Arbitration Act, in an attempt to obtain judgment against Defendant/ Respondent in a
forum which is better suited to secure a collectible judgment against Defendant/
Respondent, as the aforementioned Arbitration Award is non-binding and unenforceable
outside the scope of the Court of Common Pleas.
11. That Plaintiff/Petitioner is entitled to the relief requested in the within
3
Petition due to the fact that the aforementioned Arbitration Award was properly obtained
by Plaintiff/Petitioner; because this Honorable Court has jurisdiction over the
Defendant/Respondent to confirm the aforementioned Arbitration Awar0; and because
Defendant/Respondent did not make an application, pursuant to 42 Pa.C.S.A. §7314,
within thirty (30) days of receipt of the aforementioned Arbitration Award, with the
Court to have said Arbitration Award vacated, modified and/or corrected.
WHEREFORE, Plaintiff/Petitioner respectfully requests that this Honorable Court
confirm the Plaintiff's Arbitration Award, pursuant to 42 Pa.C.S.A. §7313, and enter
judgment in favor of Plaintiff and against Defendant in the amount of Four Thousand Seven
Hundred Thirty-Five and 72/100 ($4,735.72) Dollars.
Respectfully
re
Amy F. olfson, Firreeeett
WOLP F 8t A SON, LLP
267 East Market York, PA 17403
(717) 846-1252
ID No. 87062
Attorney for Plaintiff
VERIFICATION
Amy F. Wolfson, Esquire, hereby states that she is the attorney for the Plaintiff,
MBNA America, who is located outside of this jurisdiction and in order to file the within
document in an expedient and timely manner, she is authorized to take this verification on
behalf of said Plaintiff/Petitioner in the within action and verifies that the statements made
in the foregoing Petition are true and correct to the best of her knowledge, information,
and belief, based upon information provided by the Plaintiff.
The undersigned understands that false statements herein are made subject to the
penalties of 18 Pa.C.S. Section 4904, relating to unsworn falsification to authorities.
WOLPOR & ABR?SON, LLP
267 East Market Str et
York, PA 17403
(717) 846-1252
ID No. 87062
Attorney for Plaintiff
EXHIBIT "'A"
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1
EXHnnIBIT
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AGM, se
Your Contract With Us
YouT Credit Card Agreement with us consists of these
Additional Terms and Conditions and the document called
f the Required Federal Disclosures or the Initial Disclosure.
You agree to the terms and conditions of this Agreement.
For the purpose of the Privacy Noitce,.we will use the deiinitic
y contained in the third paragraph of the Privacy Notice. For'
the rerrmaind=_r of the Agreement, we will use the definition:
described under the section he=ding Words Used Often in
4 TAisAgreement.
4
I . Privacy Notice
Your privacy Is Important to us: At NtBNA, we are
i committed to providing you with the finest financial
I products and services backed by consistently top-qual
service. And while information about you is fundament
to our ability to do this, we fully recognise the importer
i of keeping personal and account Information secure,
j To offer you the widest range of products and service `,
1 MBNA may share Information about you both within
MBNA and outside of MENA with other companies. • ,
i This a Ilows us to offer you products and services that
they are available directly from MBNA or through our
relationships with otheh,companies. . We want you to
understand our Informatfon,rsafeguaids, what Informati(
we collect, what Inforrnatian' we share, and the benefits
you receive when we share.lnformatfon about you.
This notice describes tlie+prlvacy practices of MEN,
Corporation-nnd all '•SBNA affiliates, Including MBNA
America Bank, N.A., MBNA America.(Delaware),.N.A.,
Palladian Travel Services, Inc:, MBNA Hallmark
Information Services, Inc;., MENA Marketing;Systems,
Inc., and MENA In tuirance Agency, lnd.'(dbllectively,
"MBNA'), for financial products and services govern a(
by the laws of the United States of America. This
notice explains MBNAs Information collection and
sharing practices and, iets,you choose whether or not
MBNA may share certain Information about you,elth-
within MBNA or outside of MENA wEh other companie
our Security Procedures: MBNA understands the
Importance of protecting and securing Information an
using It appropriately. Accessto information about yc
is restricted to the people of MBNAwho require itto
provide products or services to you, We maintain physic
electronic; and procedural safeguards that`cdmpfywit
federal standards for the security.of Information.
When MBNA shares information-about you with
companies outside of MBNA we require them to
impose safeguards, use it only for a permitted purpos
and to return it to us or destroy it-once that purpose i
served. We limit the amount of.information shared to
what Is appropriate to offer a product or service ef l-
clently. MENA requires any company.receiving infor•
mation from MBNA to sign a Confidentiality Agreernel
containing these requirements and obligating that
company to protect the information as we would.
Information We Collect: MBNA collects and uses
nonpublic personal information about you to condt
our business and to consistently deliver-the top-qua
Customer service you expect from us. Sources of ti-
Information include the following:
• Information we receive from you on applications
and other forms or through your correspondence or
communication with us including through the mail,
by telephone, or over the Internet:
• Information we receive from third parties, such at
consumer reporting agencies, to verl'rystatements
you've made to us, or regarding your employment,
credit, or other relationships; and
• Information about your transactions with MBNA
with other companies outside of MBNA.
Information We Share Within MBNA. We may Shan
of the information we collect about you with financial s
ice companies within MBNA to offer additional produce
services that may interest you and best meet your need,
we believe this is convenient for you and may save you
information (such as name and address), transaction a
experience information (such as purchases and payme
credit eligibility information (such as credit reports an(
applications), and other information. The dedsion to •
chase any such products or services is yours alone. Yc
may tell us not to share credit eligibility information a'
you within MBNA but please understand this does no
prohibit Us.'rom of_`_ring you additional products anc
services or from sharing transaction and experience,
identification, and other information within MBNA.
Information We Share With Others: From time
time, we may allow companies outside of MBNAto e
you their products and services that'may Interestyor
These products and services may be offeredby finan .
service providers (such as banks, loan brokers, Scoot
aggregators, insurance agents, insurance companies
mortgage bankers, and securities broker-dealers), by f
financial companles (such as retailers, directmarkete
communications companies. Internet serviceprovid( .
manufacturers, service companies, travel agents, cru '
lines, car rental agencies, hotels, airlines, publishers
and organizations endorsing MBNA financial produ
or services), and others (such as nonprofit prganizati
Subject to applicable law, we may share ail the info
tion we collect with these companies outside of ME
unless you tell us not to.
Additionally, we may share all the information w
collect with companies that perform marketing or c
services on our behalf or to other financial institut•
with which we have joint marketing agreements. V ,
are also permitted by law to share Information ab,
you with other companies in certain circumstance
For instance, we may share all of the Information'
a collect with companies assisting us in servicing yc
loan or products c and services through affinity agreement s
2
with government entities in response to subpoenas or
regulatory requirements, and with consumer reporting
agencies. if you tell us not to share info rmaluion with
companies outside of MBNA that wish to offer you
their products and services, as described above, please
understand that we will continue to share information
j in these additional circumstances.
important information About Your Choice: We're
dedicated to serving your needs-and to respecting
i your choices related to privacy. You may tell us not to
share credit eligibility Information within MBNA, and
you may tell us not to share Information with companies
outside of NIBNA that wish to offer you their products
and services as described above. if you wish to opt
out of such information sharing, please call toll-free
1.866-751-1255. We will ask you to verify your Identity
and the specific accounts to which the opt out applies,
so please have all your account, membership, or
reference numbers and your Social Security, nurnberor,
Taxpayer Ident! ficatlon.number for deposit accounts
' NIBNAappliesOpt oufsatthie'accountlevel, not by
i individual Customer, When any,person•listedwith others
bn an account opts out Ifor example;'a b3-applicant, joint
j account holder, or authorized'user),wewillIlktheentire
acocuntas having opted out. MBNA will continue to
adhere to its disciosed.privacy.prattices focan account
even if it becomes Inactive or is.'dosed,
An opt out frd infon;iation sharing on an account
as described above, either witKir MBNA ar d/or with
companies outside of MBNA, remains effective unless
i revoked in writing. Federal regulations require us'to'.
provide this notice on an annual basis; whetheror not
an account has previously opted out from either type
of information sharing. Please remember. when you
receive our subsequent notices that an account previously
op':ed out from either or both types, of information sharing
(and not revoked in writing) does not need to be opted
out again.
'This notice updates and replaces any previous
notices from MBNA about the privacy, security, and
protection of information. For additional information
j { regarding MBNAs'privacypradtees:eoncerningthe
f Internet, and to view the most recent version of.this
privacy notice, please go to nn mbna cam and click
on "Privacy Notice." You may have other privacy pro-
{ . i tections under state laws: We may amend this privacy
notice at any time, and we will inform you of changes
as required by law.
I Vllords Used Often in Thi3•Agreement
"Agreement" or 'Credit card Agreement' means these
Additional Terms and Conditions and, the Required Federal
Disclosures (or the Initial Disclosureand any changes we
make to those documents from time to time.
"You" and "your' mean each and all of the persons who are
granted. accept or use an account we hold. "You and "Your"
I also mean any other person who has guaranteed payment of
this account. when used In the sections entitled, We t,:ld,
Monitor and Record Telephone Calls, and Arbitration and LtUgat
and when used in each of the sections relating to payn,
this account (Your Promise to Pay, and How WeAllocate Yo+r
Payments, for example).
"We," "us,"."our" and "MENA America' mean MENA
America Bank, N.A.
"Card" nesns all the credit cards we issue to you end
any other person with authofization for use on this acco
pursuant to this Agreement.
"Access check" means an access check we provide to 1
make a Check Cash Advance on your account.
It we use a capitalized term in this document but we [
define the term In this document, the term has themes, '
given in the Required Federal Disclosures,
rthe Initial
Disclosure, or as used in your monthly statement.
We use section headings (such as, Words UsedO(tan W Th s `?
Agreement) to organize this Agreement. Theactual terms of,
Agreement are in the sentences that follow and not the hea !I
Sign Your Card
We May Monitor and Record Telephone C
You consent to and authorize MBNA America, any of II
affiliates, or its marketing associates to monitor and/or n
any of your telephone conversations with our represental
or the representatives of any of those companies.
Credit Reporting Agencies
You authorze M6;IAAmerica to collect Information abe
you, including credit reports from consumer repartingagen
If you believe we have furnished Inaccurate or Incompi
Information about you or your account to a eredlt repord
agency, write us at: MENA, Credit Reporting Agencies, P.t
Box 17054, Wilmington, DE 19884-7094. Please Include y
name, address, home phone number, and account numb(
and explain what you believe Is inaccurate or Incomplete
How to Use Your Account
You may obtain credit In the form of Purchases and Ca
Advances by using cards, access chedrs,.your account nun
or other credit devices. Please refer to your Required Fed
Disclosures or Initial Disclosure to determine what transact
constitute Purchases and Cash Advances and how you m:
obtain them.
Transaction Date for Certain Cash Advan
The transaction date for Check Cash Advances and Bali
Transfers done by check Is the date you or the person to
whom the check Is made payable first deposits or cashes'
check. The transaction date for a returned payment (a Be:
Cash Advance) is the date that the corresponding paymen
posted to your account.
Purposes for Using Your Account
You may use your account for personal, family, or house,
purposes. You may not use your account for business or
commercial purposes. You may not use a Check Cash
Advance, or any other Cash Advance, to make a payment c
this or any other credit account with us. You may not use c
permit your account to be used to make any Illegal transact
4
Persons Using Your Account
If you permit any person to use your card, access checks.
account number, or other credit device with the auBhoritation
to obtain credit on your account, you maybe liable for all
transactions made by that person Including transactions for
which you may not have intended to be liable, even if the amount
of these transactions causes yourcraditlimft to be exceeded.
Authorized users of this account may have the same access
to information about the account and Its users as the
accountholders.
How You May Stop Payment
on an Access Chech
You may request a stop payment on an access check by
providing us with the access check number, dollar amount, and
payee exactly as they appear on the access check. Oral and
written stop. payment requestson an access check are effective
for six months from the day that we plats the stop payment.
YOU May Not Postdate an Access Check
You may not Issue a postdated access check on your
account. If you do postdate an access check, we may elect to
that presented it to us for payment, without In either case
waiting for the date shown on the access check. We are not
liable to you for any loss or expense Incurred by you arising
out of the act ion we elect to take.
Your promise to Pay
you prom Ise to pay us the amounts of all credit you
obtain, which includes all Purchases and Cash Advances.
You also promise to ay us a:`-.the amounts of finance charges,
fees, and any other transactions we charge against your account.
Payments' on Your Account
You must pay each month at least the Total Minimum
payment Due shown on your monthly statement by your
Payment Due Date. You may pay the entire amount you owe
us at any time. Payments made In any billing cycle that are
greater than the Total Minimum Payment Due will not affect
your obligation to make the next Total Minimum Payment
Due. if you overpay or if there Is a credit balance on your
account, we will not pay interest on such amounts. We will
re]ea payments that are not drawn in U.S. dollars and those
drawn on a financial institution located outside of the United
States. Payment of your Total Minimum Payment Due may
not avoid the assessment of Overlimit Fees.
When Your Payment Will Be Credited
to Your Account
we credit payments as of the date received, if the payment
is: 11) received by 2 p.m. (Eastern Tlme);.(2) received at the
address shown in the upper left-hand corner of the front of
your monthly statement: (3) paid with a check drawn in U.S.
dollars on a U.S. financial institution or a U.S. dollar money
order: and (4) sent in the return envelope with only the top
pcition of your'statement accompanying it. Payments
received after 2 p.m. on any day including the Payment Due
Date, but that otherwise meet the above requirements, will be
credited as of the next day. Credit for any other payments
may be delayed up to five days.
How We Allocate Your Payments
we will allocate your payments in the manner we determine-
In most instances, we will allocate your payments to balance
(including new transactional with lower APRs before balance
with higher APRs, This will result in new balances with a
lower APR (e.g., those with promotional APR offer) being
paid before any other existing balances.
Promise to Pay Applies to All Persons
All persons who initially or subsequently request, accept,
guarantee or use the account are individually and together
responsible for any total outstanding balance. We may refus
to release from liability any person who is responsible to pa:
any total outstanding balance, until all of the cards, access
checks, and other credit devices outstanding under the
account have been returned to us, and any such person.or
persons repays us the total outstanding balance owed to us
j at any time under the terms of this Agreement.
!Default
You will be in default of this Agreement If: (1) You fall to
make any required Total Minimum Payment Due by its Paymei i
Due Date; (2) your total outstanding balance exceeds-your 3
I credit limit; or (31 you fail to abide by any other terrn of this Jt
Agreement Solely for the purposes of determiningellglbility.
ante purchased through MBNA, you will be desmed.in defauli
or delinquent if you fall to make a payment within 90 days of
i your Payment Due Date. our failure to exercise any of our
rights when you default does not mean that we are unable to
exercise those rights upon later default.
When We May Require immediate Paymel
I 11 you are in default we can require immediate payment
of your total c,.usstandl'g balance and, unless prohibited by
applicable laviand except as otherwise provided under the
%Aliratlan and Litigation section of this Agreement, we can
also require you to pay the costs we Incur in any collection,
proceeding. as well as reasonable attorneys' fees if we refer
your account for collection to an attorney who Is not our
salaried employee.
Other Payment Terms _
We can accept lace payments. Parual payments,or payme;
1 with any restrictive writing without losing any of our rights
j hoe rmthis arked r with Agreement. sfulmens that no laorwtth nyotherrestrictive
words. shall operate as an accord and satisfaction without t
prior written.approval of one of our senior officars,You may
not use a postdated check to make a payment, If you do pica
date a payment check, we may elect to honor It upon prese
mans or return it uncredited to the person that presenticU
without in either case waiting for the date shown on the
check. We are not liable to you for any loss or expense
i ncurred by you arising out of the action we elect to take.
Pat rnent Holidays
Wa may allow you, Iram time to time, to omit a monthly
payment We will notify you when this option is av gable
If you omit a payment, finance charges and any app
fees will accrue on your account in accordance with this •:
Agreement. You must resume maki rig your Total Minlmurr
Payment Out each month following a payment holiday.
Transactions Made in Foreign Currenue
It you make a transaction in a loreign current). the trap
tion will be converted by Visa Intemationai or Mastercard
international: depending on which card you use, into au.,-
dollar amount in accordance with the operating regulations or.
conversion procedures in effect at the time that the transaction
Is processed. Currently, those regulations and procedures
provide that the currency conversion rate tote used is either
( I) a wholesale market rate or (2) a govemment•nandated rate
in effect one day prior to the processing date. Increased by one
percent in each.case. Visa or MasterCard retains this one percent
as compensation for performing the currency conversion ser?-
ice? The currency conversion rate in effect an the processfnq
data may differ frd-, the rate in effect on the transaction date
or the posting data.
Billing Cycle
Yo u r bill f ng cycle ends each month on a Closing Date
determined by us.. Each bi fiing cycle begins on the day after
the Closing Date of the previous billing cycle. Each statement
reflects a single billing cycle.
Account Tees,W'rid' Charges
Account Fees: The following fees, which are set forth on your
Required Federal Discldsures or. initial Disclosure, are charged
as Purchases in the billing cycle ln.which the fees acc6e:
(1) a.Late Fee if the Total Minimum Payment Due shown on
Payment Due•Datei-
(2) an Overlimit Fee if your New. Balance Total exceeds your
credit limit on the last day of a billing cycle, even if fees,or
finance charges charged'by:ue cause your New! Balance Total''
to exceed your credit limit an Overlimit Fee Is charged to your
account as of the dayJn the billing cycle that your total cut.
standing balance on your account exceeds your credit limit:
13) a Returned Paginerit'Feelf a payment on'your account is
resumed for insuff ?dent'fu,;Js or for any other reason, even if
It is'paid upon subsequent presentment;
(4) a Returned Cash Advance Check Fee if we return an access
check unpa id for any ieisbn, even if the access check is paid
upon subsequent presentment;
(5) a Copy Fee for each copy of a monthly statement or sales
draft, except that the six most recent monthly. statements and
six sales drafts will be provided for free; and
(61 an Annual Fee If your account is open or If you maintain an
account balance, whethetyori have active charging privileges.
or rot.
Abandoned Property Charges: Unless prohibited by applicable
law, we will charge your account, as a Purchase, for any costs'
incurred by us associated' with complying with Sate abandoned
proroperty laws. '
1 Please review your Required federal disclosures orinftiaf'
Disclosure foraddltionai fees and charges that may apply to
your account.
Benefits
'We may offer you certain benefits and services with your
1 account. Unless expressly made a part of this Agreement, any
such benefits or services'are not a part'of this Agreement, but
are subject to the terms and restrictions outlined In the benefits
1 brochure and other offitial documents provided to you from
r time to time by or do behalf of MBNA'America. we may adjust.
add, or delete benefits and services at'any time and without
notice td you.
iI Refusal to Honor Your Account
we are not liable for any refusal to honor your account.
This can include a refusal to honor your card or account number
1 or any check written an your account. We are not liable for
any retentlon of your card by us, any other bank, or. any
provider of goods or services.
We may suspend or Close Your Accoun
We may suspend or close your account or otherwise to
nets your right to use your account. We may do this at
time and for any reason. Your obligations under this
Agreement continue even after we have done this. You r
de=troy all cards. access checks or other credit devices of
account when we request.
You may Close Your Account
You may close your account by natirying us-In writing
telephone, and destroying all cards, access checks or oth
credit devices on the account. Your obligations under thl
Agreement continue even after you hive done this.
Transactions After YourAccountIs Clo:
When your account is closed, you must contact anyone
authorized to charge transactions to your account, such as
Internet service providers, health clubs or Insurance camp;
These transactions may continue to be charged to your
have authorized a transaction or are attempting to use y,
account after you have requested to close the account, W
may allow the transaction to be charged to,your account
We May Amend This Agreement
We may amend this Agreement at any time. We may
amend it by adding, deleting. or changing provisions of t
Agreement. When we amend this Agreement we will car
with the ar-alicable atice requirements of federal and.
Delaware I?+ that are in effect at that time. If an amend
gives you the opportunity to (eject the change, and If you
the change in the manner provided in such amendment, t
may terminate your right to receive credit and may ask y ,
return all credit devices as a condition of your rejection.
amended Agreement (including any higher rate or other I
charges fees) will apply to the total outstanding balar
includingorthe 6ata ice existing before the amendment becan
effective. We may replace your card with another card at ar;
We May Sell Your Account
we may at any time, and without notice to you, sell, a
{ or transfer your account, any sums due on your account,
Agreement, or our rights or obligations under your accaa ;
)r The erson or a
gnmen for transfer.
to whom we make any such ale, assentity.
signed obligations
extour ent rights sold and/or
Agreement. tto the of
Your Credit Limit
Your credit limit is disclosd to you when you receive
j card and, generally. an each monthly statement. We me
change your credit limit from time to time.
The amount shown an your monthly statement as Ca
Credit Available does not take into account any. Purchas
? Cash Advances, finance charges, fees, any other ttansad
or credits which post to your account after the closing t
that
credit limfi t bstatement. Such transactions eing exceeded and result in the asses:
of.Overiimit Fees.
Wheat We May Do if You Attempt to
Exceed Your Credit Limit
Tile Iota( outstanding balance on your account plus
authorizations at any time must not be more than your credit
IImD:. if you attempt a transaction which results in your total
outstanding balance (plus authorizations)exceedingyour
credit limit, we may:(]) permit the transaction without raising
your credit limit; (2) permit the transaction and tre_,the
amount of the transaction that is more than the credit limit
as immediately due; or (3) refuse to permit tha transaction.
if we refuse to permit the transaction, we may advise the
person who attempted the transact ion that It has been refused,
if we refuse to permit a Check Cash Advance or Balance
Transfer, we may do so by advising the person presenting the
Check Cash Advance or Balance Transfer that credit has been
refused, that theire are insufficient funds to pay the Check
Cash Advance or Balance Transfer, or in any other manner.
If we have previously permitted you to exceed youi.credit limit,
it does not mean that we will permit you to exceed yourcredit
limit again. If we decide to permit you to exceed your credit limit,
we may charge an overlfmit Fee as provided in thli4eement.
Please notify us immediately of the foss, traert, or possible
unautharized'.use of your account at 1-800-421.2110.
You Must Notify Us When You
Change Your Address
we strive to keep accurate records for your benefit and ours.
The: post office and others may notify us of a change toyour
address. when yru chant= your address, you must nedfy us
prcmptly of yourGew address.
What Law ApOlies
rhis Agreement Is made in Delaware and we extend credit
to you from Delaware. This Agreement is governed by the
and by any oelaware (without regard
applicable federal t laws. conflict of
laws of the State of laws principles)
The Provisions of This Agreement
are Severable
If any provislonof this Agreement is found to be invalid,
the remaining provisions will continue to be effective.
_Cur Rights Continue
ou r fai lure or delay in exercising any of our rights under
this Agreement does not mean that we are unable to exercise
those rights later.
I Arbitration and Litigation
This Arbitration and Litigation provision applies to you
unless you were given the opportunity to reject the Arbitration
and Litigation provisions and you did so reject them in the
manner and timeframe required. If you did reject effectively
such a provision, you agreed that any litigation brought by you
against us regarding this account or this Agreement shall be
brought in a court located in the State of Delaware.
Any claim or dispute ('Claim') by either you or us against
the other. at against the employees, agents or assigns of the
other, arising from or relating In any way to this Agreement ar
any prior Agreement or your account (whether under a
:statute, in contract, tort, or otherwise and whether for money
damages, penalties or declaratory or equitable relien, including
!' 9
Claims regarding the applicability of this Arbitration and
Lit.!gat for Section or the validity of the entire Agreement o
any prior Agreement, shall be resolved by bindl0g arbitrati-
The arbitration shall be conducted by the National Arbluat
Forum ("NAP'), under the Code of Procedure in effect it the if
the Claim is filed. Rules and forms of.' the National Arbitratloi
Forum maybe obtained and Claims maybe filed at anyNatic
Arbitration Forum office. ww"' orb-forun.com, or P.O. Box 501
Minneapolis, Minnesota :5405, telephone 1-800.474.1371. If
NAF is unable or unwilling to act a<_ arbitrator, we may SO
stitute another nationally recognized, independent arbitrat
organization.that uses a similar code of procedure. At you
w,,Itten request, vie will advance any arbitration filing fee,
administrative and hearing fees which you are required to
pay to pursue a Claim in arbitration. The arbitratorwill
decide who will be ultimately responsible for paying those
fees. in no event will you be required to reimburse us for i
arbitration filing, administrative or hearing fees in an amor
grew--ter than what your court costs would have been if the,
claim had been resolved in a sate court with Jurisdiction.
Any arbitration hearing at which you appeair•wlli take, place
within the federal judicial district that Includes your bllling
address at the time the Claim is filed. This arbitratlon agn
-n e
commerce and shall be governed by the Federal Aibftratloi
Act, 9 U.S.C. §11-16 ("FAA"). ludgmerit upon any arbitratic
award maybe entered in any court having jurisdi' don. The
arbitrator shall follow existing substantive law to, the extent
consistent with the FAA and applicable statutes of limitatior
rind shall honor any claims or privilege recognlzed'by law. If
party requests, the arbitrator shall write an opinion•contain!1
the reasons for the award.
No Claim s:;iomltteiao arbitration is heardby a lury ant
private
no Claim may be brought as a class action or as a is da
a class of
representative or part ic pater saa membe right
claimants with respect to any Claim. This Arbitration and
Litigation section applies to all Claims now in existence o
that may arise in the future.
This Arbitration and Litigation.5ecdcn shall survive the
termination oryour account with us as well as anyvolunta
payment-of the debt in full by you, any bankruptcy by you
sale of the debt by us.
For the purposes of this Arbitration and Litigation Secti
'we' and'us" means MBNA America Bank. N.A., Its parent
subsidiaries, affiliates, licensees, predecessors, successors
assigns, and any purchaser of your accountAnd all of then
officers, directors, employees, agents and assigns or any a
all of them. Additionally; "we" or "ge shall mean any thin
party providing benefits, services, or products in connectrt
with the account merchants that accept any edit )device issued udder the
account, rewards or enrollment services, credlt•insurance
companies. debt collectors and all of their officers, directc
employees and agents) if. and only if, such a third party Is
named by you as a co-defendant in any Claim.yau assert
against us.
if any part of this Arbitration and Litigation Section Is
law Or cal
found to be invalid or
consistent with the FAA, the unenforceable of this any hit ation
Litigation Section shall be enforceable without•regard to
invalidity or unenforceability.
THE RESULT OF THIS AR517RATION AGREEMENT IS 7
BF LITI
CLAIMS EXCEPT AS PROVIDED ABOVE
GATED IN CO RT. NC UDINGS MEClAIMSTHAT0O0
10
.
?RAyC OCGIV I RICV OGfVRL'M runt; NJ ?LMAJ AI-IIVrvJ VK
iAS PRIVATE ATTORNEY GENERAL ACTIONS.
iCREDIT INSURANCE BENEFITS,
'LIMITATIONS, COSTS & EXCLUSIONS
;CREDIT INSURANCE IS: NOT A DEPOSiT,'NOT FDIC-
:INSURED; NOT INSURED BY ANY FEDERAL GOVERNMENT
jAGENCY;..AND NOT GUARANTEED BY THE BANK.- . ,
1 PURCHASE-OF CREDIT INSURANCE IS NOT A CONDITION
OF OBTAINING CREDIT. IF COVERAGE IS DESIR-c0, IT
MAY BE PURCHASED. ELSEWHERE.
Credit.tnsurance pays your minimum monthly payment'
j uo to your balance on the date of•loss (not to exceed 525,000,
except disability In MT!), until you return to work'' if you are
involuntarily unemployed. N disabled, or if you or your
• spouse takes covered family leave: Credit Insurance also
pays your insured cutstanding'balance up to the least of your .
outstanding balance, your credit limit (not AL, AZ. AR, DE,
IDC. ID, IL, (A, LA, MD, MN. MS, NV, ND,OH, OK, RhSD;YT,
IV/A, WV & WY), cr 525,000If you die.
Etlslbility: One Insured per account ensured most bathe'
eligible), under age 66 (70 In AZ', NV & VA; 71 in FL; GA; MI,
i MO SOK; 72 in NM). Your coverage ends at these same ages
{except family leave in AZJL & SO & unemployment). When
enrolled, certificates will be malled explaining yaurcoverage
& effective date, in MN, unemployment coverage is effective
161 days from your certificate effective date. For unempinyment
arfarrlly leave benefits, you must be gainfully employed'
working at least 30 hrs/wk (not selFemplayed or an independent
contractor) for 9o m=ecutfv6,'days before the date of loss
(CO - before application date). (PA- on the date of loss),
ITX - before.eoverage effective date for unempl0ymentl.
IEmployeees of professional corporations may be eligible.
Coverages & Benefits: Creditlnsursnce covers: your
death: invaluntary-unempicynent due to lob loss, general due
I to strike. unionizd labor
or injury if you pare unable k to lierforn theb material
& substantial duties of your lob for any job after 12 mos.In
I PA;' 18 mos. In AL, AZ, AR, CA, DE, DC, GA. HI, ID. IL, IA, KS,
j LA. MD. N1N, Ms. NV,:NI,-ND, OH, OK, RI, SD, TN, VF, WA, WV.
WI &Wy); your or your spouses unpaid leave of absence
I from employment due to are of your newborn or newly adapted
child or an Incapacitated immediate famllymember.(mustbe
spouse, child, stepchild or parent in AK); mandatory recall to
! active military duty: jury duty (.except in AK); or residence in
I j a federally declared disaster area. Loss (not deathl must
1 continue at least 30 days before benefits begin. In NY, t0r.•
• strikes,. unionized labor disputes & lockouts, you. must be.,
j unemployed for 7 consecutive weeks & qualify for state unem-
p[byment benefits before benefits begin, A dally benefit is
paid for each day of loss over 30 days for unemployment In
NY & PA, and disability In CA, CT, GA, NY. Ml, PA, RI & SC.
( You may cancel this coverage at any time. If canceled within
t the first 30 days of coverage, all premiums will be refunded.
du ion • Life: suicide.iri the first 6 monthsbfsoyerage
Inot DAD & MOl• Involuntary Unemployment: retirement,
I resignation. voluntary forfeiture of income or lab lass due to
willful or criminal misconduct, disability, strikes in'll military
i • discharge In NY & normal seasonal unemployment in'TA,
j ; Disability: normal pregnancy or childbirth (not CA, MA & N'/)•
intentionally self-inflicted injuries (not mol. or a pre-existing
1 : medical condition during first 6 months of coverage Inot NI).
Farrilly leave benefits are not paid if you are eligible for ar
receiving unemployment benefits Or are disabled.
This is only a brief description of coverage, and coven es
vary by state. Please refer to your certificates for a full
explanation of coverage.
t [ 00 n r Month of Average Dilly Balance
ciao
costs apply apply t Life (W, Dtsabflity (0), Unemployment (U) 6
F=_rnily Leave IF): AL 54,5c; AK 78c; AZ 99.9c; AR 99c: CA
899c. CO 50.66c; CT 42.89c;. DE 99.9c; DC 99.9c; FL 89c; GA
90.3c; HI 89.91 c; ID 99.5c (L 5:6c. D 16.9c, U 54c, F20c):IL
80.97c; IN 96c; IA 97.8c (L 7:2c, D 16.6c, U 54c,f 20c); KS
85 47c. KY 97.4c; MI 5,c:MN3L47c9MS 3 92.3c; 61.1rMT93.9c:NE 0.7c:
97c; NM 58.9c; NY 52.5c (LS.8c.
95.8c: NV 99.87c; NH 95c; N1
D 26.Sc, U 16.9c); NC 71.3<; ND 94.97c; OH 99.9c; OK 97A7(:;
i OF'. 80.8c; PA 38.1<; PR a , R199. 8x, SC 78.8c; SD 99.9c;TN
j 92.3c; TX 33.7c (L 4.8c, D 12.9c, U 16c); UT 90.44c; VT 34.92c
(L 6.68c, D I2.24c, F I6e ); VA 84c (L 6.l e, D 8.9c. U 49e. F
20c, WA 8939c; WV 99.51; WI93.6c (L S.ic, ? 8.9<, U 59c, F
20C 1 & V' 99.7c.
i Availability- Involuntary Unemployment Is not available in
M.A or VT. Family Leave Is not available in AL, CT, MA, MD,
i MN. NM, NY, PA, or T).
AS LOITXhI/99). LOIC-re•raw??r. ?•,,? •• •.._ .. -> -
and LOIC-IP; Standard Guaranty/SG LOI (5185) IN Onlyl.
Life 6 Disability: Union Security Life/L-I•Z, L•S•G in AL. AZ,
AR, OF, DC, ID, IL. IA, KS, IA. MD, MN. MS, NV, ND,•OH, OK,
RI, SD VT; WA. WV &+ 4Y; Standard Guaranty Life (TX only)/
Lr1•Z(jr 2ll3.53RA), First Fortis Life (NY Life only)/NYLM0013
American Security (NU X %bFam ly Leave: Amcrloan
Insurance (ME /97).
Serurity/W FrLp_?(j 2/971 In FL, -NC (3/9B) In NC.
I'LP- K(4A7)I In OK, FLPFVA(2/98) In VA. FLPIP(AZ)(7/98) in
lAZ. FL-1P(4197) in IL & IN, FLIP-KS (12/97) In K5, FL-IF-ME ti
I',4/99) in ME; FL-IP•WY(4/97) In WY; Standard Guaranty/FLP
{4/97) in NH: Union Security Life1FLP-VT(4/97) In VT. Soliciting
agents for Mississippi and Florida are Charles M. Gordon and
Pamela Curtis respectively.
The creditor may receive compensation in connection with
this offer.
it is a crime to provide false or misleading Information to an
insurer for the purpose of defrauding the insurer or any other
person. Penalties Include imprisonment and/or lines. in addition
an insurer may deny insurance benefits it false information '
materially related to a daim was provided by the applicant-
-Less past due and over credit limit amounts. In mi. cover
age pays 5% of the balance on your date of disability up to
$1230. in ante or thecurcoverage pays the rent minimum li yment greater due an your date of
lass. In NY (S PA, coverage pays the minimum payment due
on your date of loss. In TX. coverage pays the greater of 6% 0
your Insured outstanding balance date of unempleY'
ment or your minimum monthly payment.
-The number of monthly benefit payments will not exceed 9 T IL. MI. LT
. PA,rSC b TX; I2 for disability I AK, CO. MT, NE. N
H, NM. NC.OR, SC, UT e s Parecel
idents OnIYr To purchase cove2g
t Group, P. O. Bax 50359, Atlanta, GA 30302•
be sent to you-
mspw
12
EXHIBIT "B"
IMPORTANT AMENDMENTS
TO YOUR CREDIT CARD AGREEME T
Theesse Amendments flange the tterrmms of?our Jr?t COM Alreementd Please read this d?cument ca
Agpp{reemeritaonffn erintW?torcean eff ctt xceptforthe eAmen ments,thalenns° yeurCredt
- inf°mtaGoneWaptwh?avteaanjltdour address for?utnewad?M?NuAmG?re?ifRo?ttng s
Agencies, P. ?. 0ox 170o5d, Wilmmgton,TE 1IMP05p4. •
EXHIBIT 9IS3
Iroma•w¢?;•v I
ALL-STATE- INTERNATIONAL
a
Pa
payment of the debt in full by you, any bankruptcy byyouorsale ofthedebt byus. ' 11
If
191999 MBNAAmedca Bank, N.A.
A
EXHIBIT `iC"
1 ":,
NOTICE, OF ARBITRATION
DLar RCSpoluk nt.
AA' .-ARBII RA 1'10\ ( I Al NI I[AS BLLN FILED AGAINST Y011.
Ilnclo?Cd and scrvud upon coU iN the Initial Claim. You may Obtain it copy of the COdc of ProceLlUrc.
\aiIIIOUI axl, II the ClainliInl Or II(Im the FOrnlll al WWW.ARBI'FRATION-FORUM.COM or
8()11 174-1 _371.
II YO( DO NOT SIRVII TI IF CLAIMANT' AND FILE WITH T] IF. FORUM A WRITTEN
RI:SPONSL. AN AWARD MAY BE LN'FI?.RFI) AGAINST' YOU. AN ARBITRATION AWARD
MAY Bli ENIORCI!1) 1A C01, RI' AS A CIVILJUDGMEN 1'.
) ()1' 1IAVL I I IIR I Y (?i1) DA) S 10 RI`SPOND FROM RF('FIPT OF SERVICE.
) Olt hair it numhcr',1 1hli?,n> ;n IIMi lime. You may:
1. Sulmlil a imm n H. ?p"mc to ell(' Cluint. Staling VOIJI' rCply and dClcnscs to IhC Claim. lo,clhcr
ith dOCUmcnl. ?ullpOnin_ your pOSiliOn. YOUr RCsponsc must he savCcl On the Claimant and
11tcd with Illu 1,11 (nn. RCad FOR1111 COA Of PIOCCCI ll'C RuIC 13. A Counlcr Claim, Goss-claim
Or Third Parts ( min nun also he Served and tiled. ;md accornpanicd by the ['cc its provi&d ill
IhL 1:CC SchCdulL_ I ?'nnN lot such Response and Claims mac hC OhlaineLI IiOm IhC Forum. II
r(v Tail to 1L?J) and in \crilin? to the Claim, an Awad nmy he cnlciccl aeainst you and in I,rvor
OI IhC C'laintan! and rlni kill 10SC rOUr ease.
'_. Uermund a l>nruinrnl llrurin,4 nr a Pnrtiriludnrv lleurin 1. You nl:ty IC(I11CSI it HCarin" in your
Response or in it ?cparale writing. (:nICSS NOU havC agrCCCI O[herwise, an In-person
P,UlicipatOrr I Iearin_ \v ill he lidd in the Judicial District whCrC you residC or (IO huslneNS. Yot
mar akO ICLIMNl a hearin1' On-line nr by Mcphont,. Your written RequcSt for it Ilearing must
hC 111Cd Frith lhC I01U11l. YOU must nINO serve it copy of your Rcyuest On the Claimant and any
Olhcr ParliCC Raid IOnlnl COLIC OI PrOCU(lUIC RUICS 35 and .20.
3- l/M C 11Ih('r 1)1)1111nc. YOU may sock the advice of an allorncy Or any person who may assist you
_ardim? Ihi? irhilralilm. YOU 0OUld Ncck IhiS advice promplly SO thal yOUr Response Can he
sLrrcd and lil(d "ilhin 111L linty required by the Codc OI' Procedure. II' you havC any questions
Or need help in rcNpl?ndim_, roil mar conlucl the Forum.
I he Forum iS an indLpcndUm gild imp;Uli:d arhilralion organizati(m, which LIOCS not II ivC Icgal advice
(11 rcprC.Cnt panic., I l II:` St MMAR)' IS NOT A SUBSTITUTE FOR READING AND
t ADI!RSTAA'DINC. I III! CODI[ OF PROCEDURE WHICH GOVERNS THIS ARBITRATION.
IhC F(1rttn1
P.O. BOX 5( I I O I
Minnc.Ipolis ('SA 5S405-0191
(o51)031-1 I1)S (h()I!) 171-2371
111(0((1 arh-Iiuum.COm
ARBITRATION-FORUM.COM
N1AI ( I ,'NAI I
I`31
IN THE
NATIONAL ARBITRATION FORUM
CLAIM
V11AA Alllrrl(a liuuk. N.A.
c.1, lAnlpo(t A Ahr11n,ou. I _I J'.
V11,11111v,, in Ih( I","II'I of Ill" ("11he"'oll
lAco I I c Inn ( C1Ih,
7112 Kim! limn lihd.
'oven
1\,1ck\ 1111. Nit)
tvA
('I UNI:\NT,
RP.: NI IINA Anuri(a Runk. N.A. v ('lade I. ricrtnnn
Forum Hic Number: 1 A0209000124629
Isiuwnt Pile Number: III197927367
y(11111111 No.: 5329007933005333
( V,MnwmWr Agmmwol Trpc: AGMr9U
( I%de I. li'llrom
10 3 YORK A)
I)ill>hwu 1'A 1701`) 91111
RFSPONDI`N I it,).
R ESPONDI(N"I (S): PILLS IS \N ;ARM PRATION CLAIM AGAmKr Yoe FOR NIONEY OR WIER RIAJEF. WVU
11 \\ I I IIIRI N (30) DAN S 10 SI:ILV'L PIIF (TAIMAN'T W1TII A NVRI7"I'EN RFSPONSF. IF YOU DO NOT SFR\'F
I HE CLAIM ANT AND FILL'. AA H II IIIF NXIION;Al.:ARBMRATION FORUM A WRITTLS RESPONSE, AN
\\\ARD NI \1l Ill, E\ I h:RIA) \G.\INSI' YOU.
1111 a (111111 apain,,l Rcsp.. LI, N11iNA Anitma Rank N.A. (' N1RNA")
I. I!, ,car MI (onll.lo and n lculinn and use of Ih1 (edit u((MUnt i»ucd he MUNA
IL•,pnnd(n11 ,) hcr;n nr bolmd h, III( Imm, of MIiNA
( luihnrmhcr Agnr W, nl (Ilk (iusllcl the "A¢rccun111").
Rrnpnndr It l(%) *. an in d, [,III under the Imps of IhaI AgICTInvnl and i,, arc now indchlcd to
V11i,NA in the umounl of *3F9.69 :IS IOICCIcd in 111C,11 ladlcd 2ao11111
>IIIIIIII'm, plllp [III, I, I ai the 1,1( of 0.00' i from Ihr chic of Illing and V43.73 as of lhr dale III tiling.
I,r.pit( 111),11,,1 d,'I,I ill, I,, RC, 1)n 11 dc ul(,) 11;1 I LINT 1101 paid the .11nMill II (III L.
7_ (l limaill nqur<IS :m \\\ lid Gtr Ill, 1111011111,1 rcllrctrd ill I'arm_raph _'. phis Altorllcv' I'ce's 01?
, and alI Irh111.0 iou It ill,Ilmd.
?. flit ina:wl (ontrull 1, „"„rill, d bit I),IaP'hre law (eIll( h>perilically pmVide S [hat an attorney Ice in Ihr anumnl up to 2_0':1
Ina, h( us,c,arJ on :m nupefd claim it Ihr affrvemenl 1)ml ides 101 il. In Ihi. 11,20"1.
N16NA urk, My 135. The Agrermenl MmAted to be ('lain hrlwecn
V1IINA and (hr IllII) ndenl(s) on p2ge 7 (When We Muy Require luunediaw I'aymcnl)
I,rm id" IIIII N1 RN A nl:n a?.css .I "n nxmuhlc allot ncl'a Ice it w( icici your a(('olllll lot
c o l 1 , , I o n I o , 1 1 1 a l l o t lit , uin, I , nol o u l ' a l a t w it( nq,ln, wolpoll ,Ahtammm.I I.I..(01111x1 lot etaimaul.,Ire not
,.11:11I'd, Ilplo\ ," 'I AIlt\;A . See. 101),1Code Se(3912(I'leading and Pra(lice).
h:A
I'I?_
(,. the AcreCn)Cnt 11e1 ccrc1) the hartiCS arnlniI I Cd an arhitration prlrvisilat that stated, in Pertinent part:
AI bill adiow Am t laim of dilpol( ("(laim") he tiller Con or ns : "ain't the ollter, or against [lie employees, agents
or :nlicus o11hr olk I_.,11'111„ Ronl of rcluli11,? 111 ;mc warp to this Acrccmcul or any prior Agreement or your a(c0u111
I1v11"11111 trill' rt 1Ia1011. III (M1111t1c I. IorL or olhI'M11C rind whether lox money damages, penallics or declaratory or
ryuildlIlc relicl), [Ili 1IIJ1113I lei1111 I(C;Irdi11g Ihr npplicahilily 111 this Arbilralion St(I10r or the v;didily of the emir(
A_rrcmcnl or 'IM pri01 :A}Jre11rt Ill. shall h" m'olvcd he hindiug 11rh11r:nIM11.
llr arhillalion'hu11 hr rondtit I, t by the National Arhilr:uion Forum ("NAF I. under Ihr Code of Procedure ill cllc(I ill
Ihr lime Ill, "I Ill i' 111,d. ILIc' and Innti' of Ill, National Arhilrllion 1('111111 may he oblaincd and Claims stay be
Kited it ;nn Nalioual ;Albinalion I "IIIIIl olli(o ccwcc.arh fontin.cont or P,0. Box 50191, Minneapolis. Miunesola
;, 40,. 1, 1, phone I Null I- I 'X71. I I the NAI is unable or unwilling to a(I ;t,<:Irhitralm. arc urns wlh1Iinnr :molhcr
11alio11u01k r"'oLLriind. rode 1)t111"11l arhilral inn ol"alli[;11io11 Illal uses a similar rode of procedure. At you nvrillen
r, yuk 1. we o dl adc an(c 1m arhilrulic n tiling iii Id11linistralk c and hcan11 - Iccs which you arc r,yuircd to pay to
pllr<ur it Cluing ill :lhilr:('loll . t he ;Irhlllalor will deule,khM kill he ullim II.,ly responsible IMr paying those Iccs. Ili
1111 t, cut will _cou hr l"Imltd Io ltinlh11l Ik Ib lot am Hrhilranon tiling, admilli11raiike m hcmrllg Le" m au autouul
en aler Ih&11P hat coin tmill cools could have 11""11 it the claim had hel'll rc aolved iu a'lane (purl cc Ill jurisdiel ion.
Ant :vhitrelion heariq_ :a which %1111 appear cc ill lake plait within 111" IC(IL Il judicial (IN60 ILIA mdndes }our billing
adder',' u I I h r tune t h e 1 1 , 1 1 1 1 1 i ' filed. I 1111 ;111111 ell ion 1lgret 11Vr Ill is made puhuaul to a Irallsacliou im olving i111"ISlelr
rolouler(e, and 111;111 be Cov I Ill(,1 I,\ the Federal Arhiltmion Ail. I) L SSC. Sere 1-16 ("1'AIN"). ludgm"nl upon any
arbillmion ;mull mac I,r entered in ;mc collrl Im ill, jurimitlion. The arhilnnor shall Iollow csisliug slbstallike luck
In the eAlrnl cam?IlIk ul P 1111 Ihr 1';AA:ml[ appli(ahlt 5t,1111IC101 liutilalions and'11:111 honor any claims 01 privilege
nro„niitd he laic. I I ant pall, cry ur9l,'. the urhilrdol 111;111 writ" all opinion containing the IYOSoll, lox Ille award.
\1, I I I I I I I 'uhmIIIN'! I,..1 rb Ill dl on is hc;ud he ;11111v aul no( 'Iai111 111:1) he bn:nnlh1 its it class aelion or a1 it pin ale
am,rnrc „corral- 1 ,111 o ill 111,1 hair Ihr riFht IM ;n i a' a class represcululict or parlitipaic asit 111cililm of it clues of
clailnanil ,c till 1, 11,, 1111 .1m ( lainl. ilia Arhilrnlino Scrlioll docx 11111 upph, In (luims hchvicen you and us prcviollsh
o"ollyd ill ;111c I;m1ui1' [111d hI1011 Ill( it ;tit Ili' Al 1) 111;11 ion SL (11011 hcro111c1 cllcdivc. l low-cecr. Ihi,v Alb it ell ion
tirI loll appli, In dI I Iailn' note iu rSilltrl(c nrIhal 111ac urisc in Ili Illhlll'.
l hi' y1rhi11:11 ion ti(r?i1„1.11,111'1[1, ice the 1,1111inalion of )oil RUrounl o ill us as cvcll it, ;111\ volu11tury 1);Iy111c111 (11(111
deal in 11111 be cou. w banal uplr, he v o1[ or salt MI the deal 11v its.
I ,I Ihr purpo'c1 A hi. Alhlnilwll Sc, lion. °or' :mJ °111" naanl MBNA Anrericv Bunk. N.A.
il' pa rem. wbsiJ cal ic'. aI l Il ialca. I ir, nice>, recd r, 11'111'. '1[(c clsnrs_:usigul. and :ury purches"r of Vnur at(011111. ;Ind
all It Ill, IT olhcrr1. din cloy, rlnph,c, Is. u„rnh:nld assigns Mr tin :till[ all ollhan. Addilionalh, wc' or "tis" shall
mean ant third park J)'',\ 1,1111, hrnefill, scIN I'll, M products ill coune(lio? will the account (intlnding hnl riot Iill] ilk It
try credit hrirr:ul'. Incl,l;mt1 that aclcpl ;wc credit dcvitP issued 1111der the ateonnl. rewards or enrollmenl scly i(e'.
rreelil i11111lruc Iompu11ir'. dthl II'll,I lor5 and all of lade of 11CCrl. lire(lo". employees and agents) it. and only it.
'1[(h ;1 Ihird pale i' 11;1111111 he c)u tin it to-(1011111um in :urv Claim you assert Lg ilinsl us. Also, lot the purpoxl of this
Arbilrulinn S"cu"ll, "v ill" w '\ Mull" shall 111can unv permit or culih approrcd by us Io use the a(t00111, including hilt
m,I linliltd Io;l[l 1),1„1',.1 (Ill Ili, e (onlla,Will lc oHwalcd on Ihr A((ou111 aid all atilhorized Ilsel'5 0I Ill" it( ( (111111.
11 ilm pall ohlhil Arhilrulion Svclio11 is lo,unl to hr invalid or t ricnlorceahle under a11% law 01 Slalutc (Uti5i%10111 with
the I AA, tI]( I,'I1n1111d,'I of 11111 Arbilrolion Set 11011 shill he Lill or(eahle withotil regard to such invalidity or
nnculhrtruhil ilea
I l l I! RI:st L I, OI I I ws NNIMI I RA I'ION SECTION IS "THAT. F\CLPT AS PROVIDLD ABOVL.
'I,,\IN-IS CANNOT Itl_ I.I I,IGAI IID IN COUR'T'. INCLUDING SOME CLAIMS THAT COULD
I IAVI! Ili IIiN TRIM:I) 111 iI ORL A .IURI'. AS CLASS ACTIONS OR AS PRIVATF, ATTORNEY
(A M RA I, A('TIO\ 1 "
n;\
\AFI'I ' N,\1 I
19t.
The undue-AgrCd , wis. undCr pCnAtly 01 pCIJUIr , that ihC introIII36on Clntaincd "I Claim and 1I1C
111PP"rtin= doCUmcnl> ;InaC hLd IICIC10 arC acCUrutC haSC(I upOm inliormation pmviclcd to the
nndLIm ULd he I11I diI IIt.
RLSPONDI:N'I'(S) ml, SISIiND A WRITI EN RESPONSE TOTHENATIONAL ARBITRATION
EORUM. Wl I ' l l A COPT I O THE CLAIMANT. WITHIN 30 DAYS OR AN AWARD MAYBE
ENII?,RI;D IN EAVOIZ OI? ll IG CLAIMANI.
ROnald M. Ahmm-n. I.>y
Burn E. GOIL1011. Exl.
Romild S. Canto. Eq,
ComnLll A. Lnflus. Eve.
?lanhc?? P. LinkiC. I!xl.
Coun,ticl liar IhC Cluinl,inl
ClUimanl 0nIII:1C1.
(Adnlillud: MD. D( . MA)
(Adnlittcd: MD & DC)
(AdIII01ccl: MD. DC. EL)
(Adnlittcd: VA. WV. DC)
(Adnlittcd: MD. DC. VA)
W?,Ihnll &' Ahranu(al. I_ I.T.
C??unsCl liar IhL Claimant
Aililrnly? in IhC PI'actiCC oI DChI CollcCIiml
Paralc_al DchartmCnl
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711_' Kin,, Fzirm BI\d
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\AI I I,I \;\I I
EXHIBIT "D"
&HI
MBNA America Bank, N.A.
c/o Wolpoff & Abramson, L.L.P.
Attorneys in the Practice of Debt Collection
702 King Farm Blvd, Two Irvington Centre
Rockville, MD 20850-5775
CLAIMANT(s),
NATIONAL
ARBITRATION
FORUM a
AWARD
RE: NONA America Bank, N.A. v Clyde L Bertrom
File Number: FA0209000124629
Claimant File Number: 5329007933005355
Clyde L Bertrom
1023 YORK RD
Dillsburg, PA 17019-9003
RESPONDENT(s).
The undersigned Arbitrator in this case FINDS:
1. That no known conflict of interest exists.
2. That on or before 09/06/2002 the Parties entered into an agreement providing that this matter shall be resolved
in accordance with the Forum Code of Procedure.
3. That the Claimant has filed a claim with the Forum and served it on the Respondent.
4. That the Respondent has filed a response with the Forum and served it on the Claimant.
5. That the matter has proceeded in accord with the applicable Forum Code of Procedure.
6. The Parties have had the opportunity to present all evidence and information to the Arbitrator.
7. That the Arbitrator has reviewed all evidence and information submitted in this case.
8. That the information and evidence submitted supports the issuance of an Award as stated.
Therefore, the Arbitrator ISSUES:
An Award in favor of the Claimant, for a total amount of $4,735.72.
Entered in the State of Pennsylvania
ACKNOWLEDGEMENT
This Award was duly entered and delivered to the
parties on this date.
Honorable Harold Kalina
Director of Arbitration
02/11/2003
Date: 02/11/2003
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
MBNA AMERICA BANK, N.A., NO. 03-SU-6236 Civil Term
Plaintiff
VS. CIVIL ACTION - LAW
CLYDE L. BERTROM,
Defendant
CERTIFICATE OF SERVICE
I, Amy F. Wolfson, Esquire, do hereby certify that I served a copy of the foregoing
Plaintiff's Petition to Confirm Arbitration Award upon the Defendant's Counsel, by First
Class Mail, Postage Prepaid, a copy thereof on this s'Z day of 200,
to:
Steven Portko, Esquire
101 Office Center, Suite A
101 U.S. Route 15 South
Dillsburg, PA 17019
Respectfully submitted,
WOLPC*F 8z A#RAMSON, LLP
267' East Mark Eft Street
York, PA 17403-2000
(717) 846-1252
I.D. No. 87062
Attorney for Plaintiff
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IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
-r"?ab
MBNA AMERICA BANK, N.A., NO. 03-96%6* 'd Civil Term
Plaintiff
VS. CIVIL ACTION - LAW
CLYDE L. BERTROM,
Defendant
`_ RU
AND NOW, this ? day of 2004, upon the
consideration of the foregoing Petition to Confirm Arbitration Award, it is ORDERED that
the parties to this action show cause, if any they have, why this Motion should not be
granted.
RULE RETURNABLE 20 days from the date of service hereof.
BY THE COURT:
?Judgee
1 •
Y
J I
r \
Lilt
IN THE COURT OF COMMON PLFP,S OF
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 03-6326 Civil Term
MBNA AMERICA BANK,NIA.,
CIVIL ACTION - LAW
vS.
CLYDE L. BERTROA, L Dcfenclant
CERTIFICATE OF SF,RVICl?
1RE, do hereby certify that I served a copy of the
?'OLI:SJN,ESQl!
L AMY F. y
foregoing Rule "Poll the defendant's Counsel, by First Class Mail, Postage Pre-Paid, a COPY
thereof on this 1411' day of May. 2004, to:
STEVEPORTKO,ESQUIRE
101 U.S 15 SOUTH
DILLSBURG , PA 17019
Amy F. WoY son, I
AttorICYs Wolpoff & Abramin the P 267 East Market Stree'
York, PA 17403
(717) 846-1252
I.D. No. 87062
Attorney for Plaintiff
L.P.
of Debt Collection
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IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
MBNA AMERICA BANK, N.A., NO. 03-6326 Civil Term
Plaintiff
vs. CIVIL ACTION - LAW
CLYDE L. BERTROM,
Defendant
MOTION TO MAKE RULE ABSOLUTE
TO THE HONORABLE, THE JUDGES OF THE SAID COURT:
AND NOW this is_ day of L14 r 2004, comes the Movant, MBNA America
Bank, N.A., by and through its attorneys, and the law firm of Wolpoff & Abramson,
L.L.P., and files this Motion to Make Rule Absolute of which the following is a
statement:
A Petition to Confirm Arbitration Award Pursuant to 42 Pa.C.S.A. Section
7313 was filed on or about April 8, 2004, requesting that a Rule be issued ordering the
parties to this action to show cause, if any they had, as to why said Petition should not be
granted. A true and correct copy of said Petition is attached as Exhibit "A" and
incorporated herein by reference thereto.
2. Pursuant to the issued Rule, dated April 19, 2004, Defendant was provided
with twenty (20) from the date of service of said Rule, by this Honorable Court, in which
to respond. A true and correct copy of the Rule is attached as Exhibit "B" and
incorporated herein by reference thereto.
That on or about April 4, 2004, the aforementioned Petition was forwarded
to counsel for Defendant, and said Rule was forwarded to counsel Defendant on or about
May 14, 2004. True and correct copies of said Certificates of Service are attached hereto,
incorporated herein and collectively marked as Exhibit "C"
4. That Defendant has failed to respond to the aforementioned Rule directing
Defendant to show cause why the relief requested in Plaintiff s Petition to Confirm
Arbitration Award should not be granted.
WHEREFORE, Plaintiff/Movant, MBNA America Bank, N.A., requests that this
Honorable Court make the aforementioned Rule absolute, and execute an Order entering
judgment in favor of Plaintiff and against Defendant in the amount of Four Thousand
Seven Hundred Thirty-Five and 72/100 ($4,735.72) Dollars.
Respectfully submitted,
Amy F. Doyl , Es re
ID No. 87062
Philip C. Warholic, Esquire
ID No. 86341
Daniel F. Wolfson, Esquire
ID No. 20617
Wolpoff & Abramson, LLP
Attorneys in the Practice of Debt Collection
267 East Market Street
York, PA 17403
(717) 846-1252
Attorney for Movant
VERIFICATION
Amy F. Doyle, Esquire, hereby states that she is the attorney for the Plaintiff,
MBNA America Bank, N.A., who is located outside of this jurisdiction and in order to
file the within document in an expedient and timely manner, she is authorized to take this
verification on behalf of said Plaintiff in the within action and verifies that the statements
made in the foregoing Motion are true and correct to the best of her knowledge,
information, and belief, based upon information provided by the Plaintiff.
The undersigned understands that false statements herein are made subject to the
penalties of 18 Pa.C.S. Section 4904, relating to unworn falsification to authorities.
Date: ?i Qy
Amy F. Doyle, quire
ID No. 87062
Philip C. Warholic, Esquire
ID No. 86341
Daniel F. Wolfson, Esquire
ID No. 20617
Wolpoff & Abramson, LLP
Attorneys in the Practice of Debt Collection
267 East Market Street
York, PA 17403
(717) 846-1252
Attorney for Movant
EXHIBIT "A"
9?q; ?3u
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
MBNA AMERICA BANK, N.A.,
Plaintiff
NO. 03-SU-6236 Civil Term
VS.
CLYDE L. BERTROM,
Defendant
CIVIL ACTION - LAW
RULE:
AND NOW, this day of
200_, upon consideration of the
within Plaintiff's Petition to Confirm Foreign Arbitration Award, a hearing shall be
scheduled in the above captioned action for the __ day of
20_, at a.m./p.m., in Court Room Number - of the Cumberland County
Court House.
13Y THE COURT:
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
MBNA AMERICA BANK, N.A.,
Plaintiff
NO. 03-SU-6236 Civil Term
VS.
CLYDE L. BERTROM,
Defendant
CIVIL ACTION - LAW
RULE:
AND NOW, this day of
2004, upon the
consideration of the foregoing Petition to Confirm Arbitration Award, it is ORDERED that
the parties to this action show cause, if any they have, why this Motion should not be
granted.
RULE RETURNABLE days from the date of service hereof.
IBY THE COURT:
Judge
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
MBNA AMERICA BANK, N.A.,
Plaintiff
NO. 03-SU-6236 Civil Term
VS.
CLYDE L. BERTROM,
Defendant
AND NOW, this day of
CIVIL ACTION - LAW
ORDER
200_, upon consideration of
Plaintiffs Petition to Confirm Arbitration Award, it is hereby ORDERED that Plaintiff's
Arbitration Award is confirmed, pursuant to 42 Pa-C.S.A. §7313, and that judgment be
entered in favor of Plaintiff and against Defendant in the amount of Four Thousand Seven
Hundred Thirty-Five and 72/100 ($4,735.72) Dollars.
BY THE COURT:
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
MBNA AMERICA BANK, N.A.,
Plaintiff
NO. 03-SU-6236 Civil Term
VS. CIVIL ACTION - LAW
CLYDE L. BERTROM,
Defendant
PLAINTIFF'S PETITION TO CONFIRM.
AND NOW, TO WIT, this ? day of 200-$ Cones the,,.,
i
Plaintiff, MBNA America Bank, N.A., by and through its attorneys, Arn . Wolfson;
Esquire, and the law firm of Wolpoff & Abramson, LLP, and files the following Petition to
Confirm Arbitration Award, and in support avers as follows:
Plaintiff/Petitioner, MBNA America Bank, N.A., Is a Delaware corporation
doing business within the Commonwealth of Pennsylvania, and the other states of the
United States, with its principal place of business situated at P.O. Box 15718, Wiimingtor
Delaware 19850 with its principal offices located at Two Irvington Centre, 702 King Farr
Boulevard, Rockville, Maryland 20850.
2. Defendant/Respondent, Clyde L. Bertrom, is an adult individual
with a last known address of 1023 York Road, Dillsburg, Cumberland County,
Pennsylvania 17019.
3. That pursuant to the Credit Card Agreement Additional Terms and
Conditions, which Defendant/Respondent received when Plaintiff/Petitioner issued
Defendant/Respondent an open end credit card account, the parties agreed that this matt
be referred to Arbitration in the event of any claim and/or dispute if the account is
referred to collection. A true and correct copy of said Credit Card Agreement Additional
Terms and Conditions is attached hereto, incorporated herein and marked as Exhibit "A".
4. That in early 1999, Plaintiff/Petitioner forwarded to Defendant/Respondent
a document titled, "Important Amendments To Your Credit Card Agreement." A true
and correct copy of said document is attached hereto, incorporated herein and marked as
Exhibit "B".
5. That said document again provided Defendant/Respondent with details of th
Arbitration clause, pertaining to Defendant/Respondent's open end credit care account, in
the event of any claim and/or dispute if said account is referred to collection, and further
afforded Defendant/Respondent until January 25, 2000, to notify Plaintiff/Petitioner by
written correspondence that Defendant/Respondent did not wish for Defendant/
Respondent's account to be subject to said Arbitration Section. See Exhibit "B" as
previously identified and incorporated herein.
6. That Defendant/Respondent did not forward any written correspondence to
Plaintiff/Petitioner by January 25, 2000, in order to opt out of the Arbitration process,
and therefore Plaintiff/Petitioner properly referred this matter to the National Arbitration
Forum pursuant to the Arbitration Section of Def'endant/Respondent's open end credit
card account, when Defendant/Respondent defaulted under the terms of the
aforementioned open end credit card Agreement.
7. That the National Arbitration Forum then forwarded to Defendant/
2
Respondent a Notice of Arbitration and Arbitration Claim form, and said documents
explained Defendant/Respondent's rights and options pursuant to the Arbitration process.
A true and correct copy of Notice of Arbitration and Arbitration Claim form are attached
hereto, incorporated herein and marked as Exhibit "C".
8. That due to the fact that Defendant/ Respondent did not provided a written
response to the National Arbitration Forum within the allotted thirty (30) day time period,
to either state Defendant/Respondent's reply and/or defenses to said Claim or to request a
hearing before the National Arbitration Forum, an Arbitration Award was entered on
February 11, 2003, in favor of Plaintiff/Petitioner and against Defendant/Respondent in
the amount of Four Thousand Seven Hundred Thirty-Five and 72/100 ($4,735.72)
Dollars. A true and correct copy of the Arbitration Award is attached hereto,
incorporated herein and marked as Exhibit "D".
9. That the Credit Card Agreement Additional Terms and Conditions and
document titled, "Important Amendments To Your Credit Card Agreement" both state
that judgment upon any arbitration award may be entered in any Court having jurisdiction.
10. That Plaintiff/Petitioner has flied the within Petition, pursuant to the Uniform
Arbitration Act, in an attempt to obtain judgment against Defendant/Respondent in a
forum which is better suited to secure a collectible judgment against Defendant/
Respondent, as the aforementioned Arbitration Award is non-binding and unenforceable
outside the scope of the Court of Common Pleas.
1 1. That Plaintiff/Petitioner is entitled to the relief requested in the within
7
Petition due to the fact that the aforementioned Arbitration Award was properly obtained
by Plaintiff/Petitioner; because this Honorable Court has jurisdiction over the
Defendant/Respondent to confirm the aforementioned Arbitration Award, and because
Defendant/Respondent did not make an application, pursuant to 42 Pa.C.S.A. §7314,
within thirty (30) days of receipt of the aforementioned Arbitration Award, with the
Court to have said Arbitration Award vacated, modified and/or corrected.
WHEREFORE, Plaintiff/Petitioner respectfully requests that this Honorable Court
confirm the Plaintiff's Arbitration Award, pursuant to 42 Pa-C.S.A. §7313, and enter
judgment in favor of Plaintiff and against Defendant in the amount of Four Thousand Seven
Hundred Thirty-Five and 72/100 ($4,735.72) Dollars.
Respectfully su
Amy F. olfson, E re
WOLP FF 8z AB SON, LLP
267 East Market, treet
York, PA 17403
(717) 846-1252
ID No. 87062
Attorney for Plaintiff
VERIFICATION
Amy F. Wolfson, Esquire, hereby states that she is the attorney for the Plaintiff,
MBNA America, who is located outside of this jurisdiction and in order to file the within
document in an expedient and timely manner, she is authorized to take this verification on
behalf of said Plaintiff/Petitioner in the within action and verifies that the statements made
in the foregoing Petition are true and correct to the best of her knowledge, information,
and belief, based upon information provided by the Plaintiff.
The undersigned understands that false statements herein are made subject to the
penalties of 18 Pa.C.S. Section 4904, relating to unsworn falsification to authorities.
Amy F. W fson, Esq V
WOLPO • & AB SON, LLP
267 East Market Street
'York, PA 17403
(717) 846-1252
I'D No. 87062
Attorney for Plaintiff
EXHIBIT "A"
AG
Your Contract With Us
Ycur Credit Card Agreement with us corsists of this
Additional Terms and Conditions and the document r,
the Required Federal Disclosures or the Initial Discios.
j You asrae to the terms and conditions of this Aireerrs
For the purpose of the Fr'uscy Noilcs, .we will use de del
contained In the third paragraph of the Pdvacu Neica. F
t the ;a_malndarof the Agreement,we willussthedeflrit
described under the section haading Words Used often N
i TAisAarument.
Privacy Notice
Your privacy is important to us; At MBNA., vi-
con. mitted to providing you with the finest finand
{ prcdu cis and services backed by conslstentiytop,
service. And while Infonation about you Is fundar
to our ability to do this, we fully recognf:e theimpc
I' of keeping personal and account I'rifarfnelonsecut
f To offer you the widest range of products and se
M BNA may share information about you both wit
MBNA and outside of MBNAvrith othercompani
This a llows us to offer you products and setvlces
they a re available directly from MBNA or through
relationships with otW.companies, We want yo;
understand our Infonation ??eefegvards, what Infon
wecolled, what informatibn. shaie'. and theben
you receive when we share.lnformadon aboutyou.
This notice describes the?.privacypractices of I
Corporation.::=nd all :?;iBNA affiliates, Including N
America Bank, N.A., . BNA Am erlca.(Delaware),.
Palladian Travel Services, Inc:, MBNA Hallmark
Information Smices,1n4, MBNA MarkatingSyst
inc., and MBNA inidGance Agency; Inc, Ccbllactiv
iMBNA"), for financial products and services gov
by the laws of the United States ofArnadca. Thi
notice explains MBNAs Information collection a
sharing practices and lets,you choose whether o
MBNA may share certain Information about you
within MBNAor outside of MBNAwrth othercom
Our Security Proceduress MBNA understanc
Importance of protecting and securing informa*
using it appropriately. Access-to •information ab
is restricted to the people of MBNA who require
provide products or services to you. We maintain I
electronic: and procedural safeguards that`ddrnp
federal standards for the security.of information
When MBNA shares Informatton•about you wi
companies outside of MBNA, we require them t
impose safeguards, use it only for a permitted p
and to return it to us or destroy ponce that pur
served. We limit the amount of Information she
what is appropriate to offer a product or service
clently. MBNA requires any company.receiving
matlon from MBNA to sign a Confidentiality A6
containing these requirements and obligating t
company to protect the Information as we woul
Information We Collect: MBNA collects and u,
nonpublic personal Information about you to ce
our business and to consistently delivercthetop
Customer service you expect from us, sources
information include the following:
a Information we receive from you onapplicati
and other forms or through your correspondent
cb.-munication with us including through the r
by telephone, or over the Internet;
• Information we receive from third parties, su,
consumer reporting agencies, to veri"ystateme
you've mad=_ to us, or regarding your employm,
credit, or other relationships; and
• Information about your transactions with ME
with other companies outside of MBNA.
Information We Share Within MBNA We may
of the Information we collect about you with financ
ice co mpa nies within MBNA to offer additional prc
services that may interest you and best meet your
We believe this is convenient (or you and maysave
Information (suchas name and address), transact
experience Information (such as purchases and pr
credit eligibility information (such as credit report
applications), and other information. Thededslo
chase any such products or services is yours alom
may tell us not to share credit ellgibilitylnformat!
you within MBNA, but please understand this do,
prohibit us Promoi•:ringyouadditional product
services or from sharing transactlon and expert e
identification, and other Information within MBI
Information We Share With Others: From
time, we nay allow companies outside of MBN.
you their products and services that'may intere:
These products and services maybe offered by
service providers Isuch as banks, loan brokers.
aggregators, insurance agents, insurance temp
mortgage bankers, and securities broker-dealers
financial companies (such as retailers, direct ma
commun!cations companies, Internet service p
manufacturers, service companies, travel agent
lines, car rental agencies, hotels, airlines, pubes:
and organizations endorsing MBNA financial F
or services), and others (such as nonprofit Qrga
subject to applicable law, we may share all tin
tion we collect with these companies outside
unless you tell us not to,
Additionally, we may share all the informal
collect with companies that perform marketir
services on our behalf or to other financial in
with which we have joint marketing agrereme
are also permitted by law to share Informad
4 you with other companies in certain circum:
r For instance, we may share all of the inform
a collect with companies assisting us in servil
loan or account, with companies that endo,
J products and services through affinity agree
2
with government entities in response to-subpoenas o
( regulatory requirements, and with consumer reportin
agencies: if you tell us notto'share Into rmahonwith
i Companies outsida of MSNA that wish to offer you
their products and services, as described above, plea:
understand that we will continua to share Informatio,
in these additional circumstances'
Important information About Your Choicet We'ra
dedicated to serving your needs - and to respecting
your choices related to privacy. You may t=,II us not It
share credit eligibility lnformationwithin MoNA,and
you may tell us not to share Information with eompari
outside of MSNAthat wish to offer you their prcducr;
and services as described above. If you wish to opt
out of such Information sharing, please call toll-free
1.866-731-1255. Wewill askyoutoverify your identit;
1 a nd the specifle accounts to which the opt out zpplic'
so please have all your account, membership, or
reference numbers and your5ocial Security,numberp
'Taxpayer Identification.n umber for deposit accounts
MBNA applies opt ouis at tWaccbunt level, not by'
individualCustomer. When any'persomlistedwith othe
' bn an account opts out (For example;'d•cb-applicant, tai
1 accountholder, or authbrimd'usdr),we'vif ilittheentl
acoountas havingopted out. MBNA will continue to
adhere to its di sciosed.privacy.practiees lotari accou
f even If it becomes inactive or ij'clased,
An opt out frd: information sharing on-an aaoue
as described above,'either witHiri•MBNA acid/orwith
companies outside ofMBNA, remains effective unle!
I revoked in writing. Federal regulatlons require us'to
provide this notice on an annual basis; whetheror n
an'-account has previously opted out from either typ
of information sharing. Please remember when you
receive cur subsequent notices that an account previot
) opted out from either or bothtypes•gf Infomationshar
I (and not revoked in writing) does not need to be opted
out again.
This notice updates and replaces any previous
notices from MBNA about the privacy, security, and
protection of information. For additional informark
j regarding MBNA's:privacy practtees:eoncerningthe
Internet, and to view'the most recentversion of.thit
privacy notice, please go to www.mbna.conl and cli4
on "privacy Notice." You may have other privacy pr
i tectians under state laws: We may amend this priv
notice at any time, and we will Inform you of chang
i as required by law,
Words Used Often in ThiS'Agreement _
"Agreement" ar "Credit Card AgreethenC means these
Additional Torms and CondRions and,theRequired.Feder
Disclosures (or the Initial Disclosure)' and any changes w
make to those documents from time to time.
"You" and "your- mean each and all of the persons wh,
granted, accept or use an mount we hold. You and -yc
i also mean any other person who has guaranteed paymei
this account, when used In the sections entitled, 4r
Monitor and Record Ttlephane Cails, and ArCtration and(
and when used in'each of thesecdonsrelatlag to;
this account (Your Piomire to Fay, and Hov V10110cm
Paurnsnts, for example).
"We,""us; ."cur"and WMSNAAmarica'rnsan S11i
Arnerics Bank, N.A.
"Card" means all the credit cards we imueto ycl
any other person with authoiin_tian foruse on this
pursuant to this Agreement,
"Accass check- means an access check we provid
make a Check Cash Advance on your account,
I f we use a capitalized tern in this docunot bu
define the terry in this document, the term has the
given in the Required Federal Disclosures crthe in
Disclosure, cr as used in your monthly statement.
We use section headings (such as, Wardr Uselotiten
Agraemrnq to organize thlsAgreement. Theaetual ten
Agreement are In the sentences that follow andnat th
Sian Your Card
We May Monitor and Record Telmho
You consent to and authorize MBNAAmerla, at
affiliates, or Its marketing associates to monitor an
any of your telephone convereatfons with ourreprr
or the representatives of any of those companies.
America to collea informati
arts from consumer recortir
It you oeueve We have furnished Inaccurate or It
Information about you or your account to a • credit .
i agency, write us at; MBNA, Credit Report ing Agenc
Box 17054, Wilmington, DE 19884-7054. Please In
name. address, home phone number, and account
and explain what you believe Is inaccurate or incoi
How to Use Your Account
You may obtain credit in the form of Purchases
Advances by using cards, access ehecks,.Your actor
or other credit devices. Please refer to your Requl
Disclosures or initial Disclosure to determine what t
constitute Purchases and Cash Advances and hove
obtain them.
Transaction Date for Certain Cash I
The transaction date for Check Cash Advances r
Transfers done by check Is the date you or the per
whom the check Is made payable first deposits or
check. The transaction date for a returned palms
Cash Advancel Is the date that the corresponding
posted co your account.
Purposes for Using Your Account
You may use your account for personal, family.
i purposes. You may not use your aaount for bus
commercial purposes. You may not use a Check(
Advance, or any other Cash Advance, to make a F
this. or any other eedit account with us. You may
permit your account to be used to make any Magi
Persons Using Your Account
If you permit any person to use your card, access on.
edits,
account number, or other credit device with the auehoritatlc
to obtain credit on you, account, you maybe Ilabie tat ill
transactions made by that person Including transactions for
which you may not have intended to be Ilsble, even if the arou
of those transsalonscausis ycurcradit'16tut to be exceed-d.
Authorized users of this account may have the same ac:ess
to Information about the account and Its users as the
account holders.
H ow Yola. May Stop Payment
on an Access C(teck
You may request a stop payment on an access check by
;providing us with the access check number, dollar amount, an
payee exactly as they appear on the access check. Oral and
vrrinan stop. payment requests on an access checkare effectiv
er six months from the day that we place the stop payment.
'You May Not Postdate an Access Check
You may not issue a postdated access check on your
account. If you do postdate an access check, we nay elect
that presented It to us for payment. without In elther vise
waiting for the date shown on the access cheek. We are not
Ila ble to you for any loss or expense Incurred by you arising
out of the action we elect to take.
Your. Promise to Pay
You prom Ise to pay us the amounts of all credit you
obtain, which Includes all Purchases and Cash Advances.
llou also promise tc nay us a:;. the amounts or finance charge!
fees, and any other'tmnsacdons we charge against your accoc
]Payments' ort Your Account
You must pay each month at least the Total Minimum
Payment Du a shown on your monthly statement by your
Payment Due Date. You may pay the entire amount you os
us at any time. Payments made in any billing cycle that ar
greater than the Total Minimum Payment Due will not affe
your obligation to make the next Total Minimum Payment
Dore. If you overpay or'If there Is a credit balance on your
account, we will no, pay Interest on such amounts. We wl
reject paymeints that are not drawn In U.S. dollars and tho
drawn on a financial Institution located outside of the Uni
!hates. Paymen t of your Total Min [mum Payment Due ma
not avoid the assessment of Overlimit Fees.
'When Your Payment Will Be Credited
. to Your Account
j We credit payments as of the date received, if the payn
j is. (1) received by 2 p.m. (EasternTlme);.12) received at it
address shown in the upper left-hand combr of the front
r your monthly statement; (3) paid with a check drawn In U
dollars on a U.S. financial Institution or a U.S. dollar mar
order; and I41 sent in the return envelope with only the u
portion of your'siatementaccompanying It Payments
received after 2 p.m. on any day including the Payment r
p Date, but that otherwise meet the above requirements, v
credited as of the next day. Credit for any other paymen'
may be delayed up to five days.
How We Allocate Your Payments
We will allocate your payments in the mannerwe date
inmost instants, we will allocate your payments to be
fIncludIn%newt, ansections) with lower APRs be "Ore. be
with higher APRs. This will result In new balances with
lower APR those with promotional APR cif teed bei
paid before any other exi=ting balances.
Promise to Pay Applies to All Persons
All persons who initially or subsequently request, ec
guarantee or use the account are Individually and toge:
responsible for any total outstanding balance. We may
to release from liability any person who Is responsible
any total outstanding balance, until all of the cards, ac
checks, and other credit devices outstanding unclafthe
account have been returned to us, and any such parsoc
persons repays us the total outstanding balance owed
at any time under the terms of this Agreement.
Default
I
You will be in default of this Agreement If. (1) you tall
make any required Total Minimum Payment Due byits P
Due Date: (2) your ;oral outstanding balance exceeds yo
I credit Itmih or (3) you fall to abide by any other term of t
i Agreement. Solely for the purposes of deteminfngellgil
ante purchased through MBNA, you will be deemed.in c
or delinquent If you fall to make a payment within 90 da
your Payment Due Date. Our failure to exerdse any of o
rights when you default does not meari that we are unat
exercise Oese rights upon later default.
When We May Require Immediate 1pai
if you are in default we can require Immediate payr
of your total cutstand!71 balance and, unless prohibit
applicable lav?and except as otherwise provided untie
Ar6firatlasand Litlgatfan section of this Agreement we
also require you to pay the costs we Inq;?rln anyoolle
proceeding. as well as reasonable attameys' fees If wr
your account for collection to an attorney who Is not
salaried employee.
Other Payment Ternis
we can accept late payments, partial payments, or 1
with any restrictive writing without losing any of our r
under this Agreement. This means that no payment,
those marked with "Paid in full" orwith anyatherrest
words. shalt operate as an accord andsatisfactionwit
prior written.approval of one of our senior officers, Ye
not use a postdated check to make a payment. It you
date a payment check, we may elect to honor It War
ment or return it unedited to the person that ptes;
without in either case waiting for the date shown on
check. We are not liable to you for any lose or expel
incurred by you arising out of the action we elect to
Payment Holidays
we may allow you, from time to time, to Omit a r
payment, We will notify you when this option is av,
I f you omit a payment, finance charges and any app
fees will accrue on your account in accordance with
Agreement. You must resume makingyaurTotal M
Payment Due each month following a payment hol
Transactions Made in Foreign C(fr
it you make a transaction in a foreign currency.
tlon will be convened by Visa Intemadonal or Mas
international, depending on which card you use, ii
dollar amount In accordance with the operating regulations.
conversion procedures in effect at the time that the transaal
is processed. Currently, those regulations and procedures
provide that the cuneneyconverslon rate to-be wid is eltht
(11 a wholesale narket rate or (2) a gow_m neat-mandated r
in affect on day prior to the process ing data, increased bya
percent In eaeh.casa. Visa or MasterCard retalrs this one per
as compensation for performing the currency conversion se
Ice, Thecu rreney conversion rate In effect on thep;ocessing
date may differ from the rate in effect on the trarsactian dos
or the postingdate.
Billing Cycle
Your bill fail cycle ends each month on a Closing Date
determined by us.. Each billing cycle begins on the day aft'
-
the Closing Dacia! the previeusbilling cycle. Each staternt
reflects a single billing cycle.
Account Tees, h' Charges
Account Fees: The following fees, which are set forth on yr
Required Federal Disclosures or.lnltial Disclosure, are diarge
as Purchases in the billing cycle In.which the fees acaiiie:
( I )-a-Late Fee If the Total Minimum Payment Due shown or
(2) an Overlimit Fee if"your New. Balance Total exceeds yaw
credit limit on the last day of p billing cycle, evven If fees,or
finance charges ehAigedby:ue cause your New Balance Tot
to exceed yourcredit limit: an Overllmit Fee Is charged to you
account as of the day In the billing cycle that yourtatal out.
standing balance on your account excesds your credit limit;
13) a Returned Payinedt'Pealf a payment on'your account f
returned for lnsuffisent'lu?,CJs or for any other reason, ever
It is'paid upon subsequent presentment;
141 a Returned Cash Advance check Fee if we'return an act
check unpaid for any reasbn, even If the access check is pal
?i 'upon subsequent piasenfineni:
!• 19) a Copy Fee for each copy of a monthly statement or sah
draft, except that the six most recent monthlystaternents;
sixsatesdrafts will beprovided forfree; and •
t (6) an Annual Fee ityourncount is open or if you maintain
accountbalance, whether,yoo have active charging privilege
or net.
Abandoned Property' Charges: Unless prohibited by applic
law, we will charge your account, as a Purchase, for anycostt
incurred by us associated'wlth complying with state abandon
property laws.
I Please review your Required Federal disclosures or Info
1 Disclosure for additional fees and charges that may apply
1 your account.
I Beneftts
1 We may offer you certain benefl(s and services With your
l account. Unless expressly made a part of this Agreement, a
l such` benefits or services' are norApart'of this Agreement. b
are subject to the terns and restrictions outlined in the ber
brochure and other offidal documents provided to you fror
time to time by or on behalf of MBNA'America. We may ad
add, or delete behefits and services at any time and withou'
notice td you.
Refusal to HonorYour Account
We are not liable for any refusal to honor your acmunl
This can include a refusal to honor your card or account nu
( or any check written on your account. We are not liable I
any retentlon of your card by us, any other bank or.a
prov(derof goods or services.
We May Suspend Or Close Your Acco
We may suspend or close your account or otherwl;
nave your right to use your account. We may do this
tine andforanyreason. Yocrobtigadonsurderthis
A.grsement continue even aherwe have done this. Y,
destroy all cerds, access checks or othar credit devic..
account when we request.
You May Close Your Account
You may dose your account by notifying us- In.wril
telephone. and destroying all cards, access check; or
credit devices on the account. Your obligattonsunde
Agreement continue even aiter'you have done this.
Transactions After.Your Account Is
W hen your account is closed, you must contactany
authorized to charge transactions to your account, suc
Internet serrics providem health clubs or Insurdace ot
These transactions maycontinue to be chirgedto Yc
have authorized a transaction or are attemptingto u
account after you have requested to close the accou,
r may allow the transaction to be charged to,your aco
We May Amend This Agreement
We may amend this Agreement at any time, we IT
amend It by adding, deleting, exchanging provision!
Agreement. When we amend this Agreement we wit
with the ar;Jlcabia. notice requirements of federal a
Delaware lea that are In effect at thattirne. If an an
gives you the opportunity to (eject the change, and if
the change In the manner provided in such amendmi
may terminate your right to receive craditand may;
return all credit devices as a condition of your reject
• amended Agreement (including any higher ratecr a
charges or !test will apply to the total outstanding I
Inciudir.g the balance existing before the amendment t
eileaive, We may replace your card with another card
We May Sell Your Account
We may at anytime, and without notice to you.!
or transfer your account, any sums due on your act
Agreement, or our rights or obligations under your
this Agreement to any person or entity. The persar
to whom we make any such sale, assignment or tre
be entitled. to all of our rights and/or obligations u
Agreement. to the extant sold, assigned or transfer
Your Credit Limit
Your credit limit Is disclosed to you when you n
i card and, generally, an each monthly statement.
change your credit limit from time to time.
The amount shown an your monthly statement
Credit Available does not take into account any. Pt
Cash Advances, (finance charges, fees, any other tr
or credits which post to your account after the Cl'
or that monthly statement. Such transactions cc
your credit limit being exceeded and result in the
! of Overllmit Fees.
What We May Do if You Attempt to
Exceed Your Credit Limit
The total outstanding balance on youraccaw,t pluspl s
authorizations at any time must not be more than -your or.
limit. if you arempt a transaction which results In your to;
cutscanding balance (plus autherizattons) excesdingycur
Credit IImIt, we may; (1) permit the trans=_clen whhcut tell;
your credit Ilmit; (2) permit tha transaction and traatthe
amountcf the transaction that is more than the credit Ifni
as immediately due; or (3) refuse to pemft thetransactfon.
if we refuse to permit tha transaction, we Maya dvise th!
person who attempted the transaction that it has been rerut
If we refuse to permit a Chack Cash Advance or Balance
Transfer, we may do so by advising the person presenting th
Check Cash Advance or Balance Transfer that credi t has be
refused, that there are insufficient funds to pay the Check
Cash Advance or Balance Transfer, or in any other manner.
If we have prevleusly permitted you to exceed youi,credit N:
it does not mean that wewill permltyou to exceed yourore&
limit again, llwe decide to permit you to e=edyour credit N
we may charge an Ovefilmit fee as provided In this A.graermen
Please nodry us Immediately of the loss, theft, or possi
unauthorizeduse of your account at 1.800421.2110.
You Must Noti fg Us When You
Change Your Address .
We strive to keep accurate records for your benefit and ei
The post office and others may nodry us of a change toyoui
address. When ym chanrl your address, you must ncify u
promptly of your;,ew address.
What Law ,Applies
This Agreement Is made In Delaware and we extend v+
to Vol u fro en Delaware. This Agreement is governed by th,
jaws of the State of Delaware (without regard to Its con fit
laws principles) and by any applicable federal laws,
The Provisions of This Agreement
are Severable
if anyprovision,of this Agreement is found to be inval
the remaining provisions will continue to be effectiva,
Our Rights. Continue
Our fail ure or delay in exercising any of o ur rights unc
this Agreement does not mean that we are unable to ex,
those rights lat:r.
Arbitration-and Litigation _
This Arbitration and Litigation provision applies to yc
unless yeu were given the opportunity to reject the Arbil
and Litigation provisions and you did so reject them In I
manner and timeframe required. If you did reject effectl
such a provision, you agreed that any ittigation brought
against us regarding this account or this Agreement she
brought In a court located In the State of Delaware.
Any claim or dispute ('Claim') by either you or us a€
the other. or against the employees, agents or assigns
other, arising from or relating in any way to this Agreer
any prior Agreement or your account (whether under a
statute, in contract, tort, or otherwise and whether for
damages, penalties or declaratory or equitable r_liefl, it
Claims regarding the applicability of this Arbitration and
Litigation Section or the validity of the anti re Agreement
any prior Agreement, shall be resolved by bindleg atbltra
The a rbicatlon shall be conducted by the Natl6nal Arbiu
Forum d"NAF"), under the code of Procedure In effer at the
the Claim Is tiled. Rules and forms of.the Natfonai Arbitrarl
Forum maybe obtained and Claims maybe filed at anyNad
Arbitration Forum oflice, w w.arb-finm con, or P.O. Ecz Si
Minneapalia. Minnesota :5407, telephone I-800.67;.2371.
NAF Is unable or unwilling to act as arbitrator, we nay s
grit ute another nationally recognized, Independent arbiti
organization that uses a similar code of procedure. At yr
written request, we will advance any arbitration filing fee
administrative and hearing fees which you are required t
pay to pursue a Claim in arbitration, The arhkratorwill
decide who will be ultimately responsible forpaying tho
fees. In no event will you be required to reimburse us it
arbitration filing, administrative or hearing fees in an an
greater than what your court costs would have been if d
Claim had been resolved In a state court with lu dsdictlc
Any arbitration hearing at which you appeartdll take pL
within thefederal judicial district that includes your bill
address at the time the Claim Is fried. This aibltratlon i
commerce and shall be governed by the Fedgrai Aibitra
Act, 4 U.S.C. §§ 1-16 ("FAA")• judgmerit uponartyarbiir
award maybe entered in any court having lurisdidulon. TI
arbitrator shat l follow existing substantive law to the exte
consistent with the FAA and applicable statutes of limits,
and shall honor any claims or privilege recophad'by, law
party requests, the arbitrator shall write an opinion•wnt;
the reasons for the award.
No claim sti'smltt[o arbitration Is heardbyajury
no Claim may be brought as a class action oras a pr(v-
attorney general. You do not have the tight 0 act as a
representative or participate as a member of a class of
cialmantswith respect to any Claim, This Arbitration
Litigation Section applies to all Claims naw In existen
that may arise in the future.
This Arbitration and Litfgation,Section shall survive
termination of your account with us as well as any vol
i paymentofthedebtInfull byyou,anybankruptcyby
sale of the debt by us.
For the purposes of this Arbitration and Litigation
"we' and'us" meana MSNA America Bank, N.A..Its p
subsidiaries, affiliates, licensees, predecessors, succe
assigns, and any purchaser of your accounteand all c
officers, directors, employees, agents and assigns or
all of them. Additionally've" ar "t}s" shall mean an;
party providing benants, services. or products in con
with the account (including but not limited to credit
merchants that accapt any credit device issued uride
account, rewards or enrollment services, ctedit'insud
companies. debt collectors and all of their officers, t
employees and agentsl if, and only if, such a third p
named by you as a co-defendant In any Claim-you a
against us.
If any part of this Arbitration and Litigation Sectl
found to be invalid or unenforceable under any law
consistent with the FAA, the remainder of this Arbi
Litigation Section shall be enforceable without rag
invalidity or unenforceablllty.
THE RESULT OF THIS ARBITRATION AGREEME
EXCEPT AS PROVIDED ABOVE, CLAIMS CANNOT
GATED IN COURT. INCLUDING SOME CLAIMSTH
10
I Mf V9 0C619 I KICU ccrVKU?? IV Kr;MO 4,ll4Qan?. I IUIVa'UK
IAS PRIVATE ATTORNEY GENERAL ACTIONS.
iCREDIT INSURANCE BENEFITS,
L1 dITATIONS, COSTS w EXCLUSIONS
iCONSUMER PROTECTION DISCLOSURES
;CREDIT INSURANCE IS: N&A DEPOSIT;'NOT FDIC-
: INSURED; NOT INSURED BY ANY FEDERAL GOVERNMENT
IAGENCY;.AND NOT GUAR INT,EF,D BY THE BANK.
1 PURCHASE-OF CREDIT 1NSURALNCE IS NOT•A CONDITION
OF OBTAINING CREDIT. IF COVERAGE IS DESIRED, IT
MAY BE PURCHASED ELSEWHERE.
Q-edltlnsurance pays your mfnimummonthly payment'
No to your balance an the date df,(oss (not to exceed $23.000,
1 except disability In MN), until you raturtl to work' • it you are
( invdluntar(ly unemployed, totally disabled, or If ycu or your
spouse takes covered family leave: Credit Insurance also
pays your insured outstanding'balance up to the least of your
outstanding balance, your credit ilmit (not AL. AZ, AR, DE.
DC. ID, IL, IA. L.A. MD. MN, MS. NV, ND, OH, OK. Rlr*D;Nf.
WA, WV & WY), of $25,000 if you die.
j Wielbility: One insured per account Ilnsured must be the'
< ,
primary tattoo er o a - aukhUriZed. M5 di Im
I eligible), under age 66 (70 in AZ, NV & VA; 71 In FL; GA; Mi,
f MO & OK: 72 in NM). Your coverage ends at these same ages
]except family leave In AZ. FL & SD & unemployment). When
enrolled, canif totes will be matted explalningyburcoverage
,&-effective date. In MN, unemployment coverage Iseffedve
161 days from your certificate effective date. For unerrolo rnent
1 orfemily leave benefis• you must-be gainfully employed'
I working at least 30 hrs/wk (not se(Hemployed Oran independent
`contractor) ter 9o co:';ecutivo-;days before the date of loss '
i (CO - before applicatidis date). (PA - on the date of loss),
I IX - before.coverage effective date-for unemploymentl•
Employees of professional corporations may be ellilble.
Ceverases &Beneflb: CredIVInsurancecovers:70ur
death: Invciuntary'unemploynent due to job loss, general
strilte•unionized (abordispute; or iddkout; total disability dui
I to sickness or injury if you are unable to perfoma tha mauria
& substantial dutles of your job (or any job after 12 mos.In
1 PAY le mos. In AL AZ, AR, CA. DE. DC, GA. Ht, 10, IL, IA, KS.
' IA, MD. MN, MS. NV,:NI. •ND, OH, OK, RI. SD. TN, VT. WA, V
WI.&•WY): your or your spouse's unpaid leave of absence
from employment due to care of your newborn or newly adopte
child or an Incapacitated immediate family member(mgstbe
spouse, child, stepchild or parent In AK): mandatory recall to
! active military duty: jury duty (.except in AK): or residence In
f a fesderally declared disaster,area, Lou (not death) must
i continue at least 30 days before benefits begin. In NY, lot.,
!strikes,. unionized labor disputes & lockouts, you must be.,
I unemployed for 7 consecutive weeks & qualify for state une
plc yment benefits before benefits beeln. A dally benefit is
paid-for each day of loss over 30 days for unemployment In
NY' & PA, and disability In CA, Cr, GA. NY. Ml. PA. RI & SC.
j You may ante( this coverage at any time. If canceled with]
t the fitst 30 days of coverage, all premiums will be refunded
Excluslonae Life: sulcide.16 the first 6 monthskol•eoyera
':loot MD &MOI. involuntary Unemployment: retirement.
resignation. voluntary forfeiture of income or fob loss due
;wil(fut or criminal misconduct, diAabliity, st[tkes in'iL: milir
:discharge In NY & normal seasonal unemployment In TX.
Disability: normal pregnancy or childbirth (not CA. MA & r
Intentionally self-inflicted injuries (not MOI, or a pre-exist(
medical condition during first 6 months of coverage (not t
11
1 Family leave benefits are not paid (i YOU are eligible for oj
receiving unemployment benefits or are disabled.
This is only a brief,descriptloa cf coverage, end cove:
vary by state, PIeasaretertoyoutcertI11cates!oratuII
explanation of coverage.
Costs aer 5100 per Month of Averaa Daily gaigmr,
Costs apply to Lift (L). Disability (DI, Unennpicyr ent (UI
Family Leave (F): AL 54.5; ; AK Tac; P2 99.94; AR 99r. C:
89,94; CO 50.664; CT 42.89c;.DE 99.94; DC 99.94; FL89c;
90.84; HI 89.9t c; ID 99.54 (L 3:64. D 16.94, U 544, 1720c);
80.974; IN 96c; IA 97.84 (L V2e, D 16.64, U !Ik, F 204); K;
85.474; KY 97.44; LA. 99.934; M5 53.054;'MD 79.744; MA I
Nil 85.74; MN 31.474; MS 92.54: MO 61.14: MT 93.94; NE
95.84; NV 99.874; NH 95c; NJ 974; NM 58,94; NY 52.54 (L
D 26.84, U 16.941; NC 71.3,e; NO 94.974: OH 99.94; OK 97
I OR 80.84; PA 38.14; PR 99e; RI 99.8c; SC 18.84; SD 99.94;
j 92.54; TX 33,74 (L 4.8c, D 12.94, U 16c l; UT 90.444; VP 34
j (L6.68c,D12.24c.F16e);VA84e(L6,le,D8.9c,U49e,
20c): WA 89.394; WV 99.54; W1 93,6c (L 5.7c, 08.94, U 59
2041 & WY 99.74.
Availability: Involuntary Unemployment is not ava Ila
MA or VTt Family Leave Is not available In AL CT, MA, p
MN, NM, NY, PA, or 7%
Unemployment: American Seeurity/LOl(5135), LOI NY(3
AS LOITXt)U991, LOIC-113•00d), LOIC•I?dRS-ME(1
and LOIC•IP; Standard Guaranty/SG LOI (5/85) (NH only
Life & Disability: Unlon Security Life/L•I•Z, LS•Ci In AL
AR, DE. DC, ID, IL, LN, K$, LA. M0, MN. MS, NV, ND, OF
91, SD, VT;.WA,1VV & WY: Standard Guaranty Life (TX at
L-I-Z(W2)(3,53RA), First Fortis Life (NY Life onlyyNYLI
American Security (NY Disability eniy)/W-S :4, Fords
I Insurance IME 1.z1Y1/U•X:4 Family Leave; American
k Security/FLP (4/97). FLP-FL(12197) In FL, FLP•NC (3/98)
FLP•OK( 4/97) In OK, FLP•VA(2/98) In VA, FL-IP(AZI(7/98
AZ, FL-113(4197) In IL & IN, FLIP-KS (11197) In KS, FL-IF-N
(4/99) In ME; FLIP-WY(41971 In WY: Standard Guaranty/F
14/971 in NH; Union Security Llfe/FLP-Vf(4197) In V.. Sc
i ager.U for Mississippi and Florida are Charles M. Gordo
! Pa meta Curis respeCively.
The creditor may receive compensation in connedlc
this offer.
It is a crime to provide false ormisleacilhg Informatio
! Insurer for the purpose ofdefraudlnEthelnsurarorany
person. Penalties include Imprisonment and/or fines. In i
1 an Insurer may deny insurance benefits If false Informer
! materially related to a claim was provided by the applic
I Less past due and over credit limit amounts. In M
t age pays 5% of the balance on your date of disability
SI250. in OR, coverage pays the.greater of 1/36th of d
ante or the current minimum payment due an your d
loss. In NY & PA, coverage pays the minimum payms
on your date of loss. in TX. coverage pays the greater
your Insured outstanding balance on your date of un
ment or your minimum monthly payment.
"The number of monthlybenefit payments will not m
I for family leave; 11 for unemployment in AL, AK, Cr It
M0. NM, NC, NY. PA, SC & TX: 12 for disability In AK,
FL. KY, MA, MO, MT, NE, NH, NM, NC, OR SC, UT & ?
NY, NI & TX Residents OTurchase coverages
write tc 4nurant Group, P. O. Box 50355, Atlanta, GA
Aocitcadans will be sent to you.
12
EXHIBIT "B"
= PO TANTAMENDMENTS
12YQUR CREDIT CARn AgREEMPn9?
r
L
EXHIBIT
1T.LB61•V•Qk•Y•t 9333
payment of the debt in Eulf by you, anybankruptcybyyoU orsa(eorthe debt by us.
41999 MBNAAtnedca Bank,N.A.
...
If any part of, is A tion Section is f¢urrl1d to be Invalid arunenf,%r ?ab(e under a .9 ta?ror st
consisLnttvn that the maillc:%r isArbitratlonSectians a bee otoeabrewthout.
suchinvallmtyorunenlotnea 1 ly.
EXHIBIT"C"
NOTICE OP ARRITRA ION
Uurr R..hl?nd\nl.
\\ ;\Itltl l i::\ fi(1\ I ,_\I\I II.\? Ifl1iN I'IL D AGAINST) OU.
I'nil???CJ and >cn rJ !Ih,,n 1-„u is the Inilial Claim. You nl.l\ olklain a CI,I,\' OI, the co,IC OI PI-(,CCd It l'C.
u ilhllul in?i. fnnn lhr ( Llinnnl] t)r holli the FI'mill al \VW1t'..q,RI31TRA-FlO\'-(=ORLI,?1.CO,\.1 nI'
xnll J L` 1.
IF YOU DO NOT SI RVI I'l Ili CLAI\IAN-1 AND FILE wri-ii -rI-IL- FORUM A WRIT-rEN
RLSPO:\SL:. AN AWARO MA) 131: ENTERED AGAINST YOU. AN ARBITRATION AWARD
NIA) BE LNF'OPUI'1)I\'COURTASACIVIL .IUDG:VIENr.
) 01 I IAVI: I [IM, i 1 J ."t;) 1) \) SlY) Rf:SPOND FROM RL.CLIPT OF SERVICE.
\ I,u llaxC it nlnIIIIi. I?pIh?nS al Illis tints. You mak:
Still a U rirn'n P. gvla\r m /h1- ('Mint, staling Tour reply and dclbnscs tO I llc Claim. IO,"C(hcr
1111 dl,iunl. ni. Suppl rlin_ pcwr pnsilion. YOII' RcspOnSC nntSI hC SC11 CLI I'll the Clainrull and
Iiicd \, 1111 IL`s 15 runt. Rind I- skin) C'Ixli Of Pruccdurc RUIC 13. A Countcr Clain). Cl-osS-Claim
or l hind Part \ i. -L6111 111:n' al+O he sclvcd and filed. and acC(li)I1,uliCd by IIIC fiC as I,ravidcd in
he I li SihidUl:. Flv'n1S I n'SUih RCSptalSC and Claims nlay h ohlainCd Irt,m Iltc Forum. 11'
\ou lilil it, it.,p"nd in \\ Tinny, to !hC Claim, an ;)ward mw, hC Cnlci ilst you :Ind in favor
I,I the C'luinclnl :,nd \tlU \\ ill h,SC will. Cris.
!,r'nuat<l a Un, :ant'r+r !lrarili "I it Pill III, ipato , 11caril{c. YOU mtly I-CIIIICSt it 1-ICZ11l in your
RCShlalsc n1 in a almrelc \\ wing. Unicss you have apeed Olllerwisc. an In-pcrson
Parlicipalon I 1.:611- will hl hcld in tllc ,IUdicial District whCIC YOU %SiLIC Or dO hUSil)CSS. YOU
nrn- ASO rcllULN1 a hiclrin_ On-linC Or by tclCphOnC. YOUI- wrillcn Rcyuest h)r it FIcaring must
hr filyd \\'ith lhl I'ORIIII. YOU nwS1 aISO sCl"C ;1 Copy Of your RCyucst On tilC Claimant and am
01111-1 PWOCS. R,:lll I I)MIll Codc oI PrOCcdurC Rl110 ?? and _'h,
You 111110 SCCk Ilic ot.k ice ()I all allot n1- ' 1,I' atlN pCrmw who Illtt\. aSSlst \: ,ll
urJin, Ihi. ni ilr,ui„n. l nu SIIOUId srek this ad\'iCC prunlpllt u, that \Our Response call I,c
Sircl,i :r,l,l I-iL..l 11hin 1110 link rcllUired hr the COLIC Of PrOCCLIUI'C. II \'()U Ila\•C anv quCslit,ns
i.'I IICa1 111-'111 I!! !'\:I+?,Ildlll,_. \'i ril Illa1'rl,llllK1 the FOI'U 111.
I'hl Bl,nnn IN xl inJ.l\, n\Il ill tild iml,artml arhitrtainn Or _;Iniialilm, whirls dOis nOi ;:ivc Icu ll ad icc
.v lil\r..Cm partil.. 'I i ii:? SI'\i\I;\Rl' IS \01'A SI!FISFIIT'-rE FOR READING AND
t\DI[I:`I':\\DI?CI I'iII ()DI'OF PROUI-DL E" WHICH GOVERNSTHISARBITRA"riON.
1'111- Forum
P.O. &,s 5,I!it)I
\II111mll'oh, L'S\ ??54115-11 It'll
C)?1)1,31_Illli (11111)474-?371
Illturr al'h-101'11111.11,111
\RIlITRA ION-FORL;M.C CAI
1451
\'I'IO?.\L.-\ItRi"I'It:\"i'IO\" FORUM
CLAIM
\11A :\ ;\nu Pita It.u11,, \..\.
Alrnnl,,. is It I'ra,Ii: „I.11,I•I( 111I, 11it'll
lAc:, Irvin,_I,m ('11111,
'1!_' hill" 1 .1 fill NMI.
11111 1,\ ills. A11) 20s51
M
(l_V\I:\XT,
RV: iMINA Anlerira liauk, N.A. a ('ledc I. lil'1'It Illll
I„I(1111 rill' MI Ill hcr: I All--11,01)(11 _4629
('lit nm ul l ilc Nuln hcr: (111971)":67
Ar,Inlul No.: 5:_'1(11171: alllj:ji
(`ard lucnII)VI Agrecltlcul Type: \(i\I1911
l'Irdt I. R,rlnnn
In', 1URK Rll
,nnl.
I )d hufe PA 171,11)
III MIONDI
I111:1?14)NDI•:\'I'Il?): "1'III? I:?:\\:\RRI I'IZ;\1'10\ ('1.:U\1;\(:;\l;v.,?'l' )'OII PUK \IONh:Y OR (YI'111?K ltl•:1.11•:F. Vou
I[\\[: 1'llllt rl 0III D %A IT" SERVE 1'1115 (TA1.\IANT \\'11'11 A \VRI TTF:N I ESPO.\SI?. IF YO11 DO N(1'r SI•:R\"E
HIF: ('I..\I,\1A11I .\\I) IW 1011111
llh: ?; \'llO\:\L:\IZ ISI'I'IZ;\'I'If IN I (IIZUI\I :\ \l'R I'I'1'1:\ RISSI'O\?I•:, ,\\
\\\.\IZI)?L\1-I:I( h:\I'F: iZ I.II.1.(;.V\S1' `fM:.
I : w C ' I : l i m aaimi Rc l...u:k oh,). \I IA \ Aunvfi,:I B.ink, N.A. (".\I M/ V)
.LII,S:
I. Ilk v::n „f 1„,Iran ;.Pll I, I,nli.?u :mJ it" of Iht rrrdil aetouul issurd 1'< i\'IHNA
I<,?P:LI1It 1111.) hr, al pr I mml I" lilt I,I11IN 111 .\I1{\;\
I lm nd,rr .\,_n , In, 115 I hr it imlh,I the "AgIck mOIt(" ).
K,.I1nud, rlq.) i. :I r, in dI Ya I I I ? id,r lilt ItI I I I nI Ihal A"fCenlonl and i> it fe III Nr in tlchl t- 11 In
\I Ia\;\ in dw :I lounl of v?7510,9 , as fc llrrled ill 1110MIA-11Cd WO-1101
.unlnrll,.. phl, lilt, I_ ,,1 111, 1.111, 1 ,.I IU ; li:.nn the d:n, ,:hill,.- and -15.71 it., nl the dale „f Jilin
I `, y,i1, n „.nrJ ,Inr 1:.1.. I:.,-.pI m1I,111(1) il;u haec It'll paid Ihr :11111nullp tlue.
J. ( allwull 1lalnrsh d i \:. lid l„1 ill, I, Ilk (I ill Pala_fapll 2. plus Alwlnrc Pre, nl
.and d1 .:rltilt.,twil I, r.. it, int umd.
.. 1 If, in't:uu ,a,lnr:ha 1. , In' d br I I, kok aft Ia,c whirls peril icallc plot: idra lh:u ;111 allorntc frr in Ihr :"11'11111 up In 2W,
mat h, .!",e ,,d „u .I? 11"1,.1 i,! claim it iliv agr,, It, Ill pn,t ides lilt it. In Ihi. lualla f.
\ 11(X:\ .eel:. ,,1111 I W i . The Ael umwm ellechrd w Ihr Z'Iaiu1 Whvrrn
\I1+\;\ Ind the R,sp„ndcn4<) nu lmg,• 71\\'hru \Ve \l:n Rrlplirc Inuncdiale I';n111vn1I
1,rm i.Ir? Iha! \I I:\.\ 111at t..C,s.1 'raaonahll allm IlL . IIT 11 ,r,• IO CI' R"Ill aCCM101 1411.
r, Il, rl 5:111 b, a? an,.11u „h:, ?:,I I,ur <,I I.,t i,a ti III nco," \\'ul 1 t„I1 .\ :\6 rI 11,,,, 11. I..I T.. ruinT,I I"I 11:Iinlanl, art 1I„I
.,ial ,1 II+im,r.. \n,', I111111 ( Odd SIC `'11 ` ( I'I' ill l ll_L' alld I'I'U1 lle).
I,1.,
I,. Ill, -Ills 111 I`. i'., ,U1 Ill, I,;II'llk;? it,l)(ailliil ;III ill-hill'nllllll provision !hill staled. 111 hC'I'Ulwill earl:
...\ rbi l rill ion: \.r. 1.?ibl „r,li>p III t"1 'la inl") +s 11111 co 11 nr II, aLai I I ,I Ihr 111 he r. (1r;P_a 11111 Ihr enl1)10CI .,. lt,SCn I?
a..i_r, "(Ills ,-d;tr 1. .•!i .iu In qtl ill' rl htlilp! it am U;n In This:\grvknh'nl nr IIIIC prior i\_rt'r I11CUl or coot al'c'ontil
whet h,r III,. I, a Ia roc. in I ilma(I. olrl. nr 00h, ILL x, vol Ia'hcl her lilt movies daunt_es. Lewd l ie, or tick lar;till n oI
, gllilablr I'll, ll, Ill, i,:lo1_ I Milo, mpardiml the appliral,ilih of this Aihiu'alion Section ,I Ihc validity of Ihc emir!
V11" Ill, III 111 tin I° i-i .\_,n T wk ' Ili.,liall Ilk 1, "AN d by hiudill_ arhill: lion.
I h, .ol,ilelfiou ,ilah I, , vldn,-I,d b, Ill, \alinual ,\rhilialion I ol'um I"\:\P'•1. under Ihc ('ode of I'roccdurc ill cllv,I it
Ill, Iinl, II'•, claim 1, Ift, d. Kole,:uol form, ill Ihr Ni:,lional Arhillalioll Gortim Illax he ohlaiacd cold ('lailu, plat' he
I iIrJ .II an, \aIi,gl.ri.\.i,III.d i„u !',corm of III I. IN V% \N All' IM II III(onl. nr Itox 5(11111. ;llinncapol is. lisl intiesnln
55105, h 1,y Awl I n (cl '??I 11 -Ilk 101' i, unalde or umc illim_ o, all n, all'itmiol. me Ilu% slibmilltle loather
u,lli„nall, r,,n_11111". ind, pk 11111n1 arhin;uioll on•:utiiali,w Illal II Cs a siloital iodc of procctill rc. Al yLiar wriueu
n ync,I. Ike ,kill all am o Mn awfir lion Miug lie. adrninislralic r :old hearing fees Ichich eau arc relplired to pip- Io
p If ,11l,I I ai In ill arh i l rat i I ill . t he urhilrn,V' Iclll dLI itiC Who I% ill I,e ill'. ill] alela IC, poll RI I, I, It,I paying Ill( .,v fees. In
n„ 1'Irnl „ ill con b1 I I III I i II I I , II i l l i h l II ask, I I , II'I any' aII, l l Iit I In l1 I I 1111_.. a d l l l l 1) i S 11111 I I' e' 111. 11ea 1"I II1CCS III :111 II IIIP II I II
_rra I CI Ihau Ichill c„Ile ran II rn, I, U Lili Id lace l(cn I the rlainl had he,tl resolved in ;I slal, colt rl to it It
jIli i,dieiinn.
All\ ;it 1, 1l rat iv]] h„(rIll, aI IN It irh coo appear kill Ialtc place wilhill Ihc k.klc ral (till icial (lisll'i(I I IM include, cone hilling
:u It iris, al ill, till), Ihr I 1;liul IN Idled. I-his arhitralion a'R'1111klll is made IMIN11111 to it U1mSa(lioa imbh'iug inlrrsl;ne
rI ,mm,nr. and shall t-•1 , , , N I ill,-d hs Ih, I edcral - hilialiou AcL I) U.S.('. tiro I-1() ("1AX')..111111_ icnl upon auk
;Ill'illalinu av, and ol,N 61 ynl, rod in ,utc mutt hm h" jorixlik Rm. The vdmhtr:uorshall l,llow (siding suhslawiec law
In Ih, r,:lrul I oll'i"i III IN ill ill, I'AA wild applieahl, slanurs of liulilalionx and shall honor env claims or pr ivilrgc
Ir„,•111111! Ilk la„ Il no pare kqursl,.Ihr arhilialor shall write an opiuiou contaillim_ Ills reasons lilt Ihc av,ald.
\., 11.dm .uhmiul,l 1. 1, II' aid he a pore ,old no ( lain) rim; h( hnnwlu as a on" aCAMI or a, a private
.ln„rm, > wad. 1 ?.., Al ,via ha,, At ri__lu to art a, a rla„ represcu MA v or p; okii,mv as a menthe r of a (lass of
, ieimanl ,c ilh I, I :. ;m,. ! Maim. I' lis All'ilralion SetIion flocs [till apply to (laiells IICN%Ct'll con and u, Prcviou,ly
,u,rrted in aids h I r. I'i1,d b, lore Ih, Ila(, Iii, Arbilrllion St Ilioa Ihk0IIIe, Vil,(live. I loleeeer. this Ail,kr lion
Se,li„o applies I„ 11! c 1 low, IIn11 iu kS isl,a„ nr that MAN al'I,r ill lilt' ItIIIIIL%
I hip. ,\rhi rdion ti,.1 :....i.-dI ,;In iI k Ihr ICI 11161:16011 of vnuarmuu ,,ill 11s as V, VII AN tun volunlal'c pa) 1110u1 Ol lilt'
11, Ill in hill bI coo. I•arl, l11pl, l hr call of ak 1.1 lilt Ilk Ill I'\ It,,
I or Ih, pln'pn,,,,,1 Ili, \1I,ilral I'll Ceclinu. "IC (" and "lu" mean, \Ilid;/\ America Iiaoli. :N'.;\.
it, pill, lu.,lth,idi.n i, aft II talk '.II,Iill, cs. lnrdc,r,anrs.slt((CS>ors.as,i_n,. and ally pur,hasci of tour at-coonl. and
all „f till )I nlli(sr,. drk, Ir•r. clnplocrc,. a_eul,:old as,igns of iulc and all ill' Ihcn1. Addilionalll. "Ice" or "us" shall
nm:ul line Ihird pall! 111,1% i,iiml h, n,r, irk,. or products in ronu(clinn v, lilt Ihc alromn (im lulling I'll anI hillilcd
In I II lit hu lrau,. l)1, I, hall, that acre Ill auc 1It- lil desire ie,11ed colder Ihc a('Cona(. revi ards or CIIroillocill Service,.
(r,d it in,nr:idle romp.Inir,. ,.I,Iq !oIles tors and all of OIL it* olli(cl'. dilvclua, fl)1plo)'CC, and aecnhl if. and only il.
'Ilk 11 a Third pal'I? i, ualm,l he rim a, a 1". deft ndall in ant' ('laim eau asserl a,_ams] its. i\ko. for Ihc pllrpD,e, Id Ili,
All'illat inn S,II i, m. II , „r "sour;' shall ouch allc pC6nll to 'rot its itlylm cd 1,t' it, rLi list' Ile uecouu 1. in(l till iug but
o,a limilr,l ILi all Ili I n of ,nlilic, connacttialh „ hlig,lcd Lill Ihc A1el,lllll ;cod all aulhoriicd u,rr, of Ile aceomll.
It )III pall oil Ili, Alhalalwo S, moll is hood ill h( invalid or nnclllin'(eahle under auc Talc nr slalltn• eonsi,leul will
Ihr 1 \. Ih, r,nlain•I,-r ill 11111 tollilrali,m tic,linn,lndl 11C 0IIur(cahlc IN ithonl rr_aI'd to su(h inc:diditc or
,,itrulnr trail[!ill,
I III RI SI I. "I OI l i ly ."R!11TRA I'ION .e.cTloN IS TI IAT. EXCEPT AS PROVIDED AGOVE.
('L:\I\IN;(\\\(\I Ili! L.1111 \ I'LI? I\ C'pl'I,"I'. I\'C'LL DI\G SO,.%1E CL:AI\IS THAT COULD
I I:\\ I M I!\ I-RII ; I N 1:( IRI! .\,it'R) . ;\S CL. \SS AC' ONS OR AS PRIVATE.O-FORVEY
(it NNI:KAI?
Ik11ll,lcl:?iCIILLI:I>:-?I?,lillil?i'Ihn:di-NnlI,CI;IIII'. (11111 IIIC iIII01'lllilll<tllCi41111111CLIIII thiSChlilll81111d1C
?l!I?I`"I'II II ll"CU nIUI'? ;tl i;li h??.l lo -L 1`1 AI.C i iLI I'; IIC 1)ascd LI I) 41 111104'111 nt 11111 III 'M WCLI 10 11 IC
uni'??,i`_n?Ji+l hi.li•.I?liwu.
RI ;?I'O\DI \ 1'(?4I Mil 1 SI!\D A WRITTEN RESPONSE TO TI IE .\ATIO\;\L ARBITRATION
10Itlt - "I I I I A ( ! Ii') TO 1*11E CLAI\1ANT'. WITIIIN D DAYS OR A\' A\VARD NIAI' BE
I:?"I'IiRE:D I\ I';\\Y11: Of I'IIE CLAIMANT.
P, Ild Vii.:\III;un,?,n. Isy
P;Irrc E... Ginllnn. 1: 4;.
Rnn;dd S. Cvllci. Ifxq
('nnncll A L.?Illux. I ..1.
Milllhclc 1'. Linkic. I'.,I,
C'11III1Nd k1l IIIC C. ,11ill,1111
(.,I:IInl;l Ill l"nnli I
(Adnlillcd: NID. DC. MA)
(Adnlittcu: AID & DC)
(Admillcd: AID. DC'. FL)
(;\Jnlillcd: VA. WV, DC)
(AdlnillLd: MD. DC. VA)
C'lanuvl Lv lik Clainrlnl
\n„rnr, in the I'r;l li r A 1?Lhl (l,llccli.,n
Par;llc_;II Dcl,;n'Inxlu
llc,? Inin,llm Ccn:r-
'!'' I:inc f Inn III\J.
1•,:I
INl \I\I.\R1" t!l \I I.\I OR\I:\IION
\r \1I hl
I'i naan. .\?-, ::uni ll: •L?:, ? I ll?i l IsFKll OM
:\Jdrrv: iii`i \1 ?It I?ILIr
I Lnnc I'Irnuc: ' II "{ ?' j `Uu
l\rq'I: I'h: nirt nn:. i:q??. i, ?lnnl
1?,1'1:111fC111 it \'ti1i 1111 qff IfJIJIQi ??I
ddl, :
I I?•un' I•h•?nc:
I nlrit".I kal,: ?'.
EXHIBIT "D"
III
NATIONAL.
ARBITRATION
m
bIBNA America Bank, N.A. OPUiv1
C/o Wolpoff & Abramson, L.L.P.
Attorneys in the Practice of Debt Collection
702 King Farm Blvd, Two Irvington Centre
Rockville, 11D 20850-5775
Entered in the State of Pennsylvania
CLAMANT(s), AWARD
RE: MBNA America Bank, N.A. v Clyde L Bertrom
File Number: FA0209000124629
Claimant File Number: 5329007933005355
Clyde L Bertrom
1023 YORK RD
Dillsburg, PA 17019-9003
RESPONDENT(s).
The undersigned Arbitrator in this case FINDS:
1. That no known conflict of interest exists.
2. That on or before 09/06/2002 the Parties entered into an agreement providing that this matter shall be resolved
in accordance with the Forum Code of Procedure.
3. That the Claimant has filed a claim with the Forum and served it on the Respondent.
4. That the Respondent has filed a response with the Forum and served it on the Claimant.
5. That the matter has proceeded in accord with the applicable Forum Code of Procedure.
6. The Parties have had the opportunity to present all evidence and information to the Arbitrator.
7. That the Arbitrator has reviewed all evidence and information submitted in this case.
8. That the information and evidence submitted supports the issuance of an Award as stated.
Therefore, the Arbitrator ISSUES:
An Award in favor of the Claimant, for a total amount of $4,735.72.
ACKNOWLEDGEMENT
This Award was duly entered and delivered to the
parties on this date.
Honorable Harold Kalm" a
Director of Arbitration
02/11/2003
Date: 02/11/2003
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
MBNA AMERICA BANK, N.A., NO. 03-SU-6236 Civil Term
Plaintiff
VS. CIVIL ACTION - LAW
CLYDE L. BERTROM,
Defendant
CERTIFICATE OF SERVICE
I, Amy F. Wolfson, Esquire, do hereby certify that I served a copy of the foregoing
Plaintiff's Petition to Confirm Arbitration Award upon the Defendant's Counsel, by First
Class Mail, Postage Prepaid, a copy thereof on this day of ?( \ 200` ,
to:
Steven Portico, Esquire
101 Office Center, Suite A
101 U.S. Route 15 South
Dillsburg, PA 17019
Respectfully submitted,
Amy F. olfson, quire
WOLP F st A?kAMSON, LLP
267 East Market Street
York, PA 17403-2000
(717) 846-1252
I.D. No. 87062
Attorney for Plaintiff
EXHIBIT " B"
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IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
- t.'bZP
MBNA AMERICA BANK, N.A., NO. 03-S{w64ft5 Civil Term
Plaintiff
VS. CIVIL ACTION - LAW
CLYDE L. BERTROM,
Defendant
`_ RLI
AND NOW, this day of , 2004, upon the
i
consideration of the foregoing Petition to Confirm Arbitration Award, it is ORDERED the
the parties to this action show cause, if any they have, why this Motion should not be
granted.
RULE RETURNABLE days from the date of service hereof.
BY THE COURT:
P Judge
TALF CGi?Y FROM RECORD
Ir, I art i11w(.r' Yo r is tif, i i t + 1i0 Sad rtsy han
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EXHIBIT "C"
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!.!"\TlRL;a\I RT CUOFCUM,b1ON PLEAS Of
?dR\. L\TY• PENNS}•r VANLA
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N..1 03.6: 26 C.1 it Tcrnt
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CI VIL ACTrUV - L\ ??
C- L- IFIC'.ATE OF SE'RVIC'E
L-SQUIRE, do hereby cc,-
lorr??nin?Rine t,ty that r Served a co t
upon the deti'nd;'ntt'y Counsel, 1 y of the
hrrcot't'i this 14" ,.. 1)y Fir:st Class Mail. P
u,,, ,tl , Postage Pre-Paiti.
1av, _0!)4. lo: t coley
STEVE P(1RTKO. ESQ()llZ,-
101 U.S I5 SUUT7f
DILL,SBURC, , PA 170x9
.Arty F. b1, t LG
?'?tol>ol'I.t so,t,..Esi
} << Abram
Attorneys in the I'?f
3c'i
67 East Market Street
York• PA 17403
(717)846-125
I.D. No.8706?
Atlorney for PlaintiPF
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L.P.
of Debt Collection
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
MBNA AMERICA BANK, N.A., NO. 03-6326 Civil Term
Plaintiff
VS. CIVIL ACTION - LAW
CLYDE L. BERTROM,
Defendant
CERTIFICATE OF SERVICE
I, AMY F. DOYLE, ESQUIRE, do hereby certify that I served a copy of the
foregoing Motion to Make Rule Absolute upon counsel for Defendant, by First Class
Mail, Postage Pre-Paid, a copy thereof on this 6 day oflU , 2004, to:
Steven Portko, Esquire
101 Office Center, Suite A
101 U.S. Route 15 South
Dillsburg, PA 17019
Amy F. Doy , Esquire
ID No. 87062
Philip C. Warholic, Esquire
ID No. 86341
Daniel F. Wolfson, Esquire
ID No. 20617
Wolpoff & Abramson, LLP
Attorneys in the Practice of Debt Collection
267 East Market Street
York, PA 17403
(717) 846-1252
Attorney for Movant
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IN THE COURT OF COMMON PLEAS OF JUL 15 2604
CUMBERLAND COUNTY, PENNSYLVANIA
MBNA AMERICA BANK, N.A.,
Plaintiff
VS.
CLYDE L. BERTROM,
Defendant
NO. 03-6326 Civil Term
CIVIL ACTION - LAW
RDER
AND NOW, TO WIT, )wt day of 2004, upon
consideration of the foregoing Motion, and Defendant/Respondent having failed to show
cause as ordered by this Court, it is hereby ordered and decreed that judgment is entered
in favor of Plaintiff and against Defendant/Respondent in the amount of Four Thousand
Seven Hundred Thirty-Five and 72/100 ($4,735.72) Dollars.
BY THE COURT:
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IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
MBNA AMERICA BANK, N.A.,
NO. 03-6326
Plaintiff
vs. '
CIVIL ACTION - LAW
CLYDE L BERTROM,
Defendant
CERTIFICATE OF SERVICE
I, Amy F. Doyle, Esquire, do hereby certify that I served a copy of the Order upon the
Defendant, by First Class Mail, Postage Pre-Paid, a copy thereof on this 31" day of July, 2004,
to:
Clyde L. Bertrom
1023 York Road
Dillsburg, PA 17019
041D_P'Z?
Amy F. oyle, E wire
ID No. 87062
Philip C. Warholic, Esquire
ID No.86341
WOLPOFF & ABRAMSON, LLP
Attorneys in the Practice of Debt Collection
267 East Market Street
York, PA 17403
(717) 846-1252
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IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY, PENNSYLVANIA
MBNA AMERICA BANK, N.A. No. 03-6326
Plaintiff
VS.
CLYDE L. BERTROM
Defendant
PRAECIPE FOR JUDGMENT
Enter Judgment in favor of Plaintiff and against Defendant, CLYDE L. BERTROM, pursuant to an
Order of Court dated July 27, 2004.
(X) Amount due $4,735.72
Interest from $ to be determined
Attorneys Commission $ to be determined
Filing Costs $ to be determined
TOTAL $4.735.72 plus costs & interest
(X) I certify that the foregoing assessment of damages is for specified amounts alleged to be
due in the complaint and is calculable as a sum certain from the complaint.
(X) Pursuant to Pa.R.C.P. 237 (Notice of Praecipe for Final Judgment or Decree), I certify that
a copy of this praecipe has been mailed to each other party who has appeared in the action or to his/her
Attorney of Record.
( ) Pursuant to Pa.R.C.P. 237.1, I certify that written notice of the intention to file this
Praecipe was mailed or delivered to the party against whom judgment is to be entered and to his/her
Attorney of Record, if any, after the default occurred and at least 10 ys prior to the date of the filing of
this Praecipe aandd?a copy of the notice is attached.
DATE: 7?/? y Signature: Q?
/ my F. D eID No. 87062
Philip C. Warholic, Esquire
ID No. 86341
Wolpoff & Abramson, L.L.P.
Attorneys in the Practice of Debt Collection
267 East Market Street
York, PA 17403
Phone: (717) 846-1252
Fax: (717) 848-1146
NOW, 20QL, JUDGMENT IS ENTERED AS OVE.
Prothonotary/Clerk, Civil 4Divii
?.By:
Deputy
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY, PENNSYLVANIA
MBNA AMERICA BANK, N.A. No. 03-6326
Plaintiff
VS.
CLYDE L. BERTROM
Defendant
AFFIDAVIT OF NON-MILITARY SERVICE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF YORK
I, Amy F. Doyle, Esquire, being duly sworn according to law, depose and say that I am the
Attorney for the Plaintiff in the above-captioned matter, and that to the best of my knowledge,
information and belief, Defendant, CLYDE L. BERTROM, above named, are over 21 years of
age; is last know to reside at 1023 YORK RD, DILLSBURG, PA 17019-9003, CUMBERLAND
County, Pennsylvania; is not in the military service of the United States or its Allies, or otherwise
within the provisions of the Soldiers' and Sailors' Civil Relief Act of Congress of 1940 and its
Amendments.
Amy . gDoyl, Esqui
ID No. 87062
Philip C. Warholic, Esquire
ID No. 86341
Wolpoff & Abramson, L.L.P.
Attorneys in the Practice of Debt Collection
267 East Market Street
York, PA 17403
Phone: (717) 846-1252
Fax: (717) 848-1146
SWORN and SUBSCRIBED
To bef re me this I day
Of cS+ 20?.
Notary Public
JUL 15 20049
e
IN THE COURT OF COMMON PLEAS OF 1?
CUMBERLAND COUNTY, PENNSYLVANIA p? I 7V73V
MBNA AMERICA BANK, N.A.,
Plaintiff
VS.
CLYDE L. BERTROM,
Defendant
NO. 03-6326 Civil Term
CIVIL ACTION - LAW
ORDER
?day of\'q , 2004, upon
AND NOW, TO WIT,22 +
consideration of the foregoing Motion, and Defendan spondent having failed to show
cause as ordered by this Court, it is hereby ordered and decreed that judgment is entered
in favor of Plaintiff and against Defendant/Respondent in the amount of Four Thousand
Seven Hundred Thirty-Five and 72/100 ($4,735.72) Dollars.
BY THE COURT:
P
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY, PENNSYLVANIA
MBNA AMERICA BANK, N.A. No. 03-6326
Plaintiff
VS.
CLYDE L. BERTROM
Defendant
CERTIFICATE OF RESIDENCE
I, Amy F. Doyle, Esquire, due hereby certify that the last known address of the above
referenced Defendant is as follows:
CLYDE L. BERTROM
1023 YORK RD
DILLSBURG, PA 17019-9003
submitted,
Date: August 3, 2004
Amy F. Doyl)6,'Esqui-/
ID No. 87062 71
Philip C. Warholic, Esquire
ID No. 86341
Wolpoff & Abramson, L.L.P.
Attorneys in the Practice of Debt Collection
267 East Market Street
York, PA 17403
Phone: (717) 846-1252
Fax: (717) 848-1146
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241
~ PRAECIPE FOR WRIT OF EXECUTION (MONEY JUDGMENT)
P.R.C.P. 3101 to 3149
MBNA AMERICA BANK, N.A. IN THE COURT OF COMMON PLEAS OF
655 PAPER MILL ROAD CUMBERLAND COUNTY, PENNSYLVANIA
MAIL STOP 1411
WILMINGTON DE 19884-1411
Plaintiff
Vs.
JUDGMENT NO. 036326
CLYDE L BERTROM
112 PENN DR
COATESVILLE PA 19320-1711
Defendant(s)
PRAECIPE FOR WRIT OF EXECUTION
(MONEY JUDGMENT)
To the Prothonotary: PLEASE ISSUE WRIT OF EXECUTION IN THE ABOVE MATTER.
(1) Directed to the Sheriff of CUMBERLAND COUNTY, Pennsylvania;
(2) against, CLYDE L BERTROM
112 PENN DR
COATESVILLE PA 19320-1711
Defendant(s);
(3) and against, COMMERCE BANK
100 SENATE AVE
CAMP HILL PA 17011-2309 Garnishee(s);
(4) and index this writ
(a) against, CLYDE L BERTROM
, Defendant(s) and
(b) against, COMMERCE BANK , Garnishee(s),
as a lis pendens against the real property of the Defendant(s) in the name of the
Garnishee(s) as follows:
(Specifically describe property) *** GARNISH ONLY ***
You are directed to attach the property of the Defendant(s) not levied upon in the
possession of COMMERCE BANK
100 SENATE AVE
CAMP HILL PA 17011-2309
Garnishee(s)
All accounts including but not limited to all savings, checking and other accounts,
certificates of deposit, notes receivables, collateral, pledges, documents of
title, securities, coupons and safe deposit boxes.
Amount due
Interest from 08/19/2004
At an interest rate of 62 per year
Dated: C
$ 14755, 7d,
To Be Determined
Total $t/735,7 3- Plus costs & interest
Amy F. Doyle x/87062 / Daniel F. Wolfson (20617
Philip C. Warholic #86341 / Andrew C. Spears #87737
David R. Galloway #87326 / Tonilyn M. Chippie #87852
Ronald M. Abramson #94266 / Ronald S. Canter #94000
Bruce H. Cherkis #18837
WOLPOFF & ABRAMSON, L.L.P. / Counsel for Plaintiff
Attorneys in the Practice of Debt Collection
4660 Trindle Road 3rd Floor. Camp Hill PA 17011 / 017)_ 303-6700
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WRIT OF EXECUTION and/or ATTACHMENT
COMMONWEALTH OF PENNSYLVANIA)
COUNTY OF CUMBERLAND)
NO 03-6326 Civil
CIVIL ACTION - LAW
TO THE SHERIFF OF CUMBERLAND COUNTY:
To satisfy the debt, interest and costs due MBNA AMERICA BANK, N.A., Plaintiff (s)
From CLYDE L. BERTROM, 112 PENN DR, COATESVILLE, PA 19320-1711
(1) You are directed to levy upon the property of the defendant (s)and to sell
(2) You are also directed to attach the property of the defendant(s) not levied upon in the possession
of COMMERCE BANK, 100 SENATE AVE., CAMP HILL, PA 17011-2309 - ALL ACCOUNTS
INCLUDING BUT NOT LIMITED TO ALL SAVINGS, CHECKING AND OTHER ACCOUNTS,
CERTIFICATES OF DEPOSIT, NOTES RECEIVABLES, COLLATERAL, PLEDGES,
DOCUMENTS OF TITLE, SECURITIES, COUPONS AND SAFE DEPOSIT BOXES.
GARNISHEE(S) as follows:
and to notify the garnishee(s) that: (a) an attachment has been issued; (b) the garnishee(s) is enjoined from
paying any debt to or for the account of the defendant (s) and from delivering any property of the defendant
(s) or otherwise disposing thereof;
(3) If property of the defendant(s) not levied upon an subject to attachment is found in the possession
of anyone other than a named garnishee, you are directed to notify him/her that he/she has been added as a
garnishee and is enjoined as above stated.
Amount Due $4735.72
L.L. $.50
Interest FROM 8/19/04 AT AN INTEREST RATE OF 6 % PER YEAR
Atry's Comm %
Arty Paid $116.71
Plaintiff Paid
Date: JANUARY 4, 2006
(Seal)
Due Prothy $1.00
Other Costs
P othonota
By:
Deputy
REQUESTING PARTY:
Name ANDREW C. SPEARS, ESQUIRE
Address: WOLPOFF & ABRAMSON
4660 TRINDLE ROAD
3RD FLOOR
CAMP HILL, PA 17011
Attorney for: PLAINTIFF
Telephone: 717-303-6700
Supreme Court ID No. 87737
SHERIFF'S RETURN - GARNISHEE
CASE NO: 2003-06326 P
COMMONWEALTH OF PENNSLYVANIA
COUNTY OF CUMBERLAND
MBNA AMERICA BANK N A
VS
BERTROM CLYDE L
And now CPL. TIMOTHY REITZ Sheriff or Deputy Sheriff of
Cumberland County of Pennsylvania, who being duly sworn according
to law, at 0011:25 Hours, on the 11th day of January , 2006, attached
as herein commanded all goods, chattels, rights, debts, credits, and
moneys of the within named DEFENDANT
BERTROM CLYDE L , in the
hands, possession, or control of the within named Garnishee
COMMERCE BANK 100 SENATE AVE
CAMP HILL. PA 17011
Cumberland County, Pennsylvania, by handing to
SHONDA A. STEWART (ADM. ASST)
personally three copies of interogatories together with 3 true
and attested copies of the within WRIT OF EXECUTION and made
the contents there of known to Her
Sheriff's Costs:
Docketing .00
Service .00
Affidavit .00
Surcharge .00
.00
.00
So answ
R. Thomas Kline
Sheriff of Cumberland County
01/11/2006
Sworn and subscribed to before me
this day of l l.. ?.
Jpo A,. D*
Pr hono
By -
eputy S eriff
71
244
-if IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
MBNA AMERICA BANK, N.A. NO. 036326
655 PAPER MILL ROAD
Plaintiff
VS.
CLYDE L BERTROM
112 PENN DR
COATESVILLE PA 19320-1711
Defendant (s)
CIVIL ACTION-LAW
A oe,? -+ INTERROGATORIES TO GARNISHEE IN AID OF EXECUTION
T0;
PURSUANT TO RULE 3114 OF THE RULES OF CIVIL PROCEDURE, THE FOLLOWING
INTERROGATORIES HAVE BEEN SERVED UPON YOUR INSTITUTION. GARNISHEE IS HEREBY
REQUIRED TO ANSWER EACH OF THE FOLLOWING INTERROGATORIES SEPARATELY AND
FULLY. PLEASE COMPLETE THE FOLLOWING INTERROGATORIES TO ASSIST THE
CREDITOR'S EFFORTS TO SATISFY THE LAWFUL OBLIGATION OF THE ABOVE
REFERENCED DEBTOR(S).
IMPORTANT NOTICES AND INSTRUCTIONS TO GARNISHEE
A. You are required to file answers to the following Interrogatories
within twenty (20) days after service upon you. Failure to do so may result
in judgment against you.
B. The term "Defendant(s)" means the individual(s) or entity against
whom the Writ of Execution was issued.
C. "You" means the main office and all branch offices,
representatives, employees, and agents of your organization.
D. By service of the Writ of Execution upon you, all property of the
Defendant(s) subject to attachment which is in your possession, custody or
control is attached, including all property of the Defendant(s) which comes
into your possession thereafter.
E. These Interrogatories are considered to be continuing and
therefore should be modified or supplemented as you receive further or
additional information.
F. Where exact information cannot be furnished, estimated information
is to be supplied. When an estimate is to be used, it should be identified
as such, and an explanation should be given as to the basis on which the
estimate is made, and the reason the exact information cannot be furnished.
G. Where knowledge or information in possession of a party is
requested, such request includes knowledge of the party's agents,
representatives, and attorneys.
SS# 169 40 0342
ORALEX/PAWRIT W&A FILE NO. 97927367
242
PLAINTIFF'S INTERROGATORIES TO GARNISHEE
DEFENDANT(S) - CLYDE L BERTROM
112 PENN DR
COATESVILLE PA 19320-1711
SSA/ 169 40 0342
1. DEPOSITORY ACCOUNTS: At the time you were served or'at any subsequent
time, state whether or not the Defendant(s) maintains any checking, savings,
lines of credit, certificate.of deposit's or other depository accounts with
your institution. If so, state the identification numbers of those accounts,
and the amount or amounts the Defendant(s) has in each account. If the
Defendant(s) maintains any of these jointly with any other person, or
persons, give their name and address.
N° ei)dckni hoes Qccconf S-NiG-Wgq o?nt1? ?1eld VVi h h?S
V?1 UY1Cic1 R 'r?raY??• -MI5 Qcc u??t rear
ri he\d Vor ?hiS ?Nr.
1 DIRECT DEPOSIT ACCOUNTS: Are any of the accounts you have
listed above direct deposit accounts? If yes, please state the
identification numbers of those accounts.
ye (LM\Tr Ao coesii lm 1.
2. SAFE DEPOSIT BOXES: At the time you were served or at any subsequent
time, state whether or not the Defendant(s) maintains any safe deposit box of
boxes. If so, include the identification number or other designation of the
box or boxes. Include a full description of the contents and also the amount
of cash among those contents. If the Defendant(s) maintains any of these
jointly with any other person or persons, give their full name and address.
1`0-
3. PERSONAL PROPERTY: At the time you were served or at any subsequent
time, state whether or not Defendant(s) owns any personal property that was
in your possession and/or control. If so, include a full description of all
personal property giving full value and present location. State also whether
or not there are any encumbrances or liens holders, the present balance of
the encumbrance. State where and when the encumbrances or liens was
recorded. If the Defendant(s) owns any personal property jointly with any
person or persons, give names and address.
1'e 019\Ner 113 Vlst,on I
4. OTHER ASSETS: At the time you were served or at any subsequent time,
did you know of the existence of any other asset(s) of the Defendant(s) whict
are not disclosed in the preceding Interrogatories. If so, please set forth
all details concerning those asset(s).
See amvver ?? pes- ?v 1-
ORALE2/PAWRIT W&A FILE NO. 97927367
243
l
5. PROPERTY: At the time you were served or at any subsequent time, was
there in your possession, custody, or control or in the joining possession,
custody, or control of yourself and one or more other persons any property
of any nature owned solely or in part by any Defendant(s)? If so, please
describe for each Defendant(s) each item of property including its value.
e suve?' ?3 vf'sAljn
6. REAL PROPERTY: At the time you were served or at any subsequent time,
did you hold legal, or equitable title to any property of any nature owned
solely or in part by the Defendant(s) or in which and Defendant(s) held or
claimed any interest? If so, describe for each Defendant(s) each item of
property including its value and the interest held by the Defendant(s).
"I I
-?o?A I.
See answer t0 w"
7. PROPERTY HELD AS A FIDUCIARY: At the time you were served or at any
subsequent time, did you hold as a fiduciary any property in which any
Defendant(s) had an interest? If so, please describe for each Defendant(s)
the nature of the property including its value and the interest
of Defendant(s).
?0
8. TRANSFER OF PROPERTY: At any time before or after you were served, dii
any Defendant(s) transfer or deliver any property to you or to any person or
place pursuant to your direction or consent. If so, for each Defendant(s)
describe the property transferred or delivered including the dates of
delivery or transfer and state the consideration paid.
I&fewn' matte - rVw)SWS iatc 4?-c omt re?xence
-)A-\e wwr io Trv(cei
?ccuutl? ??? ? OHAIV\ur? c3utsc
MT (DT Vv NiCO XtitYe al ft 61reC QO Or commcrce k
9. FEES OUTSTANDING TO GARNISHEE: Are there any attorneys fees or
processing fees charged by you against the Defendant(s) or account(s) of the
Defendant(s) for the completion of this Answer. If yes, outline the exact
amount of any fees due and owing to the garnishee or the attorney for the
garnishee for the preparation of the Answer.
%%0'00 >? Ute s if V& C
Amy F. Doyle "-#M62 / Daniel F. Wolfson //20
Philip C. Warholic )86341 / Andrew C. Spears //87
David R. Galloway //87326 / Tonilyn M. Chippie //87
SANWHASSISBURG Ronald M. Abramson //94266 / Ronald S. Canter //94
Bruce H. Cherkis //18837
WOLPOFF & ABRAMSON, L.L.P. / Counsel for Plaintiff
1 l - Attorneys in the Practice of Debt Collection
II ? '0(0 4660 Trindle Road, 3rd Floor, Camp Hill, PA 17011
(717) 303-6700
Date:
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IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
MBNA AMERICAN BANK
Plaintiff NO. 036326
VS.
CLYDE BERTROM
Defendant
CIVIL ACTION - LAW
PRAECIPE TO DISMISS WRIT OF EXECUTION
To the Prothonotary:
Please dismiss the Writ of Execution which has been filed in the above-referenced
matter.
Dated: 9 1/6104 Respectfully Submitted,
Anly F. Doyl# #87062
Daniel F. W fson #20617
Philip C. Warholic #86341
Andrew C. Spears #87737
David R. Galloway #87326
Tonilyn M. Chippie #87852
Ronald M. Abramson #94266
Ronald S. Canter #94000
Bruce H. Cherkis #18837
WOLPOFF & ABRAMSON, LLP
Attorneys in the Practice of Debt Collection
4660 Trindle Rd., 3`d Floor
Camp Hill, PA 17011
(717) 303-6700
W&A File No. 97927367
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R. Thomas Kline, Sheriff, who being duly sworn according to law, states this
Writ is returned ABANDONED, no action taken in six months.
Sheriff s Costs: Advance Costs: 150.00
Sheriffs Costs 92.35
Docketing 18.00 57.65
Poundage 1.81
Advertising
Law Library .50
Prothonotary 1.00 Refunded to Atty on 10/04/06
Mileage 10.56
Misc.
Surcharge 30.00
Levy 20.00
Post Pone Sale
Certified Mail
Postage 1.48
Garnishee 9.00
TOTAL 92.35
So Answers;
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R. Thomas Kline, Sheriff
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WRIT OF EXECUTION and/or ATTACHMENT
COMMONWEALTH OF PENNSYLVANIA)
COUNTY OF CUMBERLAND)
NO 03-6326 Civil
CIVIL ACTION - LAW
TO THE SHERIFF OF CUMBERLAND COUNTY:
To satisfy the debt, interest and costs due MBNA AMERICA BANK, N.A., Plaintiff (s)
From CLYDE L. BERTROM, 112 PENN DR, COATESVILLE, PA 19320-1711
(1) You are directed to levy upon the property of the defendant (s)and to sell
(2) You are also directed to attach the property of the defendant(s) not levied upon in the possession
of COMMERCE BANK, 100 SENATE AVE., CAMP HILL, PA 17011-2309 - ALL ACCOUNTS
INCLUDING BUT NOT LIMITED TO ALL SAVINGS, CHECKING AND OTHER ACCOUNTS,
CERTIFICATES OF DEPOSIT, NOTES RECEIVABLES, COLLATERAL, PLEDGES,
DOCUMENTS OF TITLE, SECURITIES, COUPONS AND SAFE DEPOSIT BOXES.
GARNISHEE(S) as follows:
and to notify the garnishee(s) that: (a) an attachment has been issued; (b) the garnishee(s) is enjoined from
paying any debt to or for the account of the defendant (s) and from delivering any property of the defendant
(s) or otherwise disposing thereof,
(3) If property of the defendant(s) not levied upon an subject to attachment is found in the possession
of anyone other than a named garnishee, you are directed to notify him/her that he/she has been added as a
garnishee and is enjoined as above stated.
Amount Due $4735.72
L.L. $.50
Interest FROM 8/19/04 AT AN INTEREST RATE OF 6 % PER YEAR
Atty's Comm %
Atty Paid $116.71
Plaintiff Paid
Date: JANUARY 4, 2006
(Seal)
Due Prothy $1.00
Other Costs
rothonot
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By:
Deputy
REQUESTING PARTY:
Name ANDREW C. SPEARS, ESQUIRE
Address: WOLPOFF & ABRAMSON
4660 TRINDLE ROAD
3" FLOOR
CAMP HILL, PA 17011
Attorney for: PLAINTIFF
Telephone: 717-303-6700
Supreme Court ID No. 87737
IN THE UNITED STATES BANKRUPTCY COURT
FOR THE MIDDLE DISTRICT OF PENNSYLVANIA
IN RE:
CLYDE LEON BERTRAM
fdba Bertram's Locksmithing; fdba
L&C Transportation
LINDA REGINA BERTRAM
fka Linda Regina Bonner; fdba
Linda Bonner Cleaning Service,
Debtor
V.
CHAPTER 7
CASE NO.1:07-bk-00116 RNO
CUMBERLAND COUNTY
DOCKET 2003-6326
CLYDE LEON BERTRAM
fdba Bertram's Locksmithing; fdba
L&C Transportation
LINDA REGINA BERTRAM
fka Linda Regina Bonner; fdba
Linda Bonner Cleaning Service,
Movant
v.
MBNA AMERICA BANK NA,
Respondent
ORDER
AT Harrisburg, in said District,
UPON consideration of the foregoing Motion to Avoid Judgment of Respondent under
Section 522(f) of the Bankruptcy Code, it is hereby
ORDERED AND DECREED that the relief prayed for in the Motion be, and hereby is
granted, to wit, the judgment of MBNA AMERICA BANK NA in the amount of $4,735.72
entered in Cumberland County be and hereby is avoided; it is further
ORDERED AND DECREED that a certified copy of this Order may be filed with the
Prothonotary of Cumberland County and and the Prothonotary is directed to terminate the
judgment in the judgment indices.
CERTIFIED !GROIN THE RECORD this
day of ' 2000
Clerk, U, Bankr yt C urt n ) A n ^
By the Court,
- 6"
This darument
signed. and led on the same date.
Dated: April 11, 2007
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