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HomeMy WebLinkAbout04-0651 , IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY ROBERT S. LEHMAN, and KETHA M. LEHMAN, his wife, Plaintiffs No.04 - t.. S"I c~~ ~l ~~">L v. CIVIL ACTION-LAW R.J. SHULTZ ENTERPRISE, INC., and RICHARD 1. SHULTZ, JR., Defendants JURY TRIAL DEMANDED TO: R. J. SHULTZ ENTERPRISE, INC. RICHARD J. SHULTZ., JR. 520 Gale Road Carnp HilI, PA 1701 I NOTICE YOU HAVE BEEN SUED IN COURT. If you wish to defend against the claims set forth in the folIowing pages, you must take action within twenty (20) days after this Complaint and Notice are served, by entering a written appearance personally or by attorney and filing in writing with the Court your defenses or objections to the claims set forth against you. You are warned that if you fail to do so the case may proceed without you and a judgment may be entered against you by the Court without further notice for any money claimed in the Complaint or for any other claim or relief requested by the Plaintiff. You may lose money or property or other rights important to you. YOU SHOULD TAKE THIS PAPER TO YOUR LAWYER AT ONCE. IF YOU DO NOT HAVE A LAWYER, GO TO OR TELEPHONE THE OFFICE SET FORTH BELOW. THIS OFFICE CAN PROVIDE YOU WITH INFORMATION ABOUT HIRING A LAWYER. IF YOU CANNOT AFFORD TO HIRE A LAWYER, THIS OFFICE MAYBE ABLE TO PROVIDE YOU WITH INFORMATION ABOUT AGENCIES THAT MAY OFFER LEGAL SERVICES TO ELIGIBLE PERSONS AT A REDUCED FEE OR NO FEE. CUMBERLAND COUNTY BAR ASSOCIATION 2 LIBERTY A VENUE CARLISLE, PA 17013 (7 I 7) 249-3 I 66 800-990-9 I 08 AVISO USTED HA smo DEMANDADO/A EN CORTE. Si usted desea defenderse de las demandas que se presentan mas adelante en las siguientes paginas, debe tomar acci6n dentro de los pr6ximos veinte (20) dias despues de la notificaci6n de esta Demanda y Aviso radicando personalmente 0 por medio de un abogado una comparecencia escrita y radicando en la Corte por escrito sus defensas de, y objecciones a, las demandas presentadas aqui en contra suya. Se Ie advierte de que si usted falla de tomar acci6n como se describe anteriormente, el caso puede proceder sin usted y un fallo por cualquier suma de dinero recIamada en la demanda 0 cualquier otra recIamaci6n 0 remedio solicitado por el demandante puede ser dictado en contra suya por la Corte sin mas aviso adicionaI. U sted puede perder dinero 0 propiedad u otros derechos importantes para usted. USTED DEBE LLEV AR ESTE DOCUMENTO A SU ABOGADO INMEDIA T AMENTE. SI USTED NO TIENE UN ABOGADO, LLAME 0 VA Y A A LA SIGUIENTE OFICINA. EST A OFICINA PUEDE PROVEERLE INFORMACION A CERCA DE COMO CONSEGUIR UN ABOGADO. SI USTED NO PUEDE PAGAR POR LOS SERVICIOS DE UN ABOGADO, ES POSIBLE QUE ESTA OFICINA LE PUEDA PROVEER INFORMACION SOBRE AGENCIAS QUE OFREZCAN SERVICIOS LEGALES SIN CARGO 0 BAJO COSTO A PERSONAS QUE CUALIFICAN. CUMBERLAND COUNTY BAR ASSOCIATION 2 LIBERTY AVENUE CARLISLE, PA 17013 (717) 249-3166 800-990-9108 IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY ROBERT S. LEHMAN, and KETHA M. LEHMAN, his wife, Plaintiffs No. ()J..l- l-~( C!,,(..>~C-T~ v. CIVIL ACTION-LAW R.J. SHULTZ ENTERPRISE, INC., and RICHARD J. SHULTZ, JR, Defendants JURY TRIAL DEMANDED COMPLAINT 1. Plaintiffs Robert S. Lehman and Ketha M. Lehman, his wife, are adult individuals with a current residence address of 1648 Trindle Road, Carlisle, Cumberland County, Pennsylvania 17013. 2. Defendant RJ. Shultz Enterprise, Inc. is a corporation organized and existing under the law of the State of Pennsylvania, with a principal place of business at 520 Gale Road, Camp Hill, Cumberland County, Pennsylvania. 3. Defendant Richard J. Shultz Jr. is, and was at all times herein mentioned, the President of RJ. Shultz Enterprise, Inc. Mr. Shultz currently resides at 520 Gale Road, Camp Hill, Cumberland County, Pennsylvania. 4. At all times herein mentioned, R.J. Shultz Enterprise, Inc. and/or Defendant Richard J. Shultz, Jr. was the owner of premises situated at 100 Shady Lane, Carlisle, Cumberland County, Pennsylvania, which premises were commonly known as "The Village of Colonial Peddlers." 5. At all times herein mentioned, Richard J. Shultz, Jr. owned and operated all but one of the shops containing gifts and collectibles. Defendants RJ. Shultz Enterprise, Inc. and Richard J. Shultz, Jr. also leased residential and business space at 100 Shady Lane in Middlesex Township, Carlisle, Cumberland County, Pennsylvania. 6. On February 15,2003, Plaintiffs Robert S. Lehman and Ketha M. Lehman entered into a Commercial Lease with Defendants wherein Plaintiffs leased a portion of the premises at 100 Shady Lane, to be used as a restaurant. A true and correct copy of the Commercial Lease is attached hereto as Exhibit "A" and incorporated herein by reference. 7. The Commercial Lease provided for a two year term of occupancy, beginning February 1,2003 and ending February 28, 2005, with an option to re-new the lease for a five (5) year term thereafter. 8. At the time Plaintiffs signed the Commercial Lease, the demised premises had been vacant since June, 2002, at which time the restaurant previously operated at that location, Peddler's Courtyard Cafe, was shut down by the Pennsylvania Department of Agriculture, Bureau of Food Safety and Laboratory Services due to sanitation issues. 9. In January, 2003, Plaintiffs contacted Wayne Deakin of Wolfe & Shearer, regarding the potential purchase/lease of a property listed by that agency. Mr. Deakin advised that the property was no longer available and instead, provided information regarding the potential lease of premises within the Village of Colonial Peddlers. 10. On January 18,2003, Plaintiffs met with Wayne Deakin and Defendant Richard J. Shultz at The Village of Colonial Peddlers. In addition to Plaintiffs, Mr. 2 Deacon and Defendant Schultz, R. Gary Sausser, another agent/employee of Wolfe & Shearer, was also present at the meeting on January 18,2003. 11. Plaintiffs believe and therefore aver that at all times herein mentioned, Wolfe & Shearer had been retained by Defendant as a "property manager" for The Village of Colonial Peddlers, which duties included securing tenants for those premises. 12. On January 18,2003, during the meeting at The Village of Colonial Peddlers, the parties and representatives from Wolfe & Shearer discussed the potential lease of the premises previously operated as the "Peddlers Courtyard Cafe." At that time, Defendant Shultz advised Plaintiffs that the Village shops had been located there for 32 years and they were "not going anywhere." 13. In reliance upon Defendant's representation that the Village of Colonial Peddlers would remain in operation, Plaintiffs executed the Commercial Lease on February 15,2003 and immediately took occupancy. The Commercial Lease was prepared by Wolfe & Shearer. The lease provided for the rental of certain square footage within the Village of Colonial Peddlers and also provided for the lease of some restaurant equipment/inventory owned by Defendant Richard J. Shultz, Jr. and/or R.J. Shultz Enterprise, Inc. 14. On February 15,2003, Plaintiffs began renovating the demised premises. The renovations were performed with the knowledge, approval and consent of Defendant Richard J. Shultz, who routinely stopped in to check on the progress of the renovations and to insure that the work was of sufficient quality. 3 15. Pursuant to Paragraph 26 of the Lease, on February 21, 2003, Plaintiffs submitted a "letter of interest" to rent additional dining room space in exchange for increasing the monthly rental payment by fifty dollars per month. 16. Between February 15 and April 6, 2003, Plaintiffs completely re-modeled the interior of the leased premises. The premises passed inspection by the Pennsylvania Department of Agriculture, Bureau of Safety and Laboratory Services and Plaintiffs opened the restaurant, Ketha's Kitchen and Coffee House, on April 7, 2003. 17. In June, 2003, Plaintiffs performed additional renovations to the premises, including the installation of a divider wall, and purchased additional chairs to begin using a portion of the premises for private parties and banquets. Plaintiffs also began booking future dates for private parties. 18. The Commercial Lease was amended effective July 1,2003 to reflect a change in the restaurant's hours of operation and Defendant's agreement to Plaintiffs' lease of the additional space which was the subject of the "letter of interest" submitted in February, 2003. In conjunction with the amendment, Plaintiffs increased their monthly rental payment by $50.00, as required under Paragraph 26 ofthe Commercial Lease. A true and correct copy of the amendment is attached hereto as Exhibit B and incorporated herein by reference. 19. In July, 2003, Plaintiffs contacted Wayne Deakin at Wolfe & Shearer to inquire as to a rumor they heard regarding the sale of Defendants' property, including the demised premises, to Giant Foods. Plaintiffs were advised by Mr. Deakin that Giant was interested in the surrounding property, but had no interest in purchasing The Village of Colonial Peddlers. 4 20. On September 24,2003, Defendants provided Plaintiffs with a lease termination letter wherein Plaintiffs were advised that Defendants had sold the real estate at 100 Shady Lane and had ceased to operate the Village of Colonial Peddlers as of September 24,2003. Plaintiffs were given sixty (60) days to vacate the property. A true and correct copy of the lease termination letter is attached hereto as Exhibit C and incorporated herein by reference. 21. In response to receiving the lease termination letter, Plaintiffs again contacted Wayne Deakin at Wolfe & Shearer to inquire as to the reason for the termination. Mr. Deakin advised that Defendants had sold the entire Village of Colonial Peddlers Property to Giant Foods Stores, Inc. for $750,000.00. Plaintiffs were further advised that they were not previously informed of the sale because a "confidentiality letter" had been executed in conjunction with the negotiations/sale. 21. On September 25,2003, Defendants began to inventory property for a liquidation sale. Part of the inventory sold by Defendants consisted of restaurant equipment which had previously been repaired and rendered operational by Plaintiffs for use at the restaurant. 22. Plaintiffs ceased operating the restaurant and vacated the premises September 30, 2003. 23. Pursuant to Paragraph 32 of the lease, if Defendant/Lessor closed or ceased to operate Colonial Peddler Village stores (which surrounded the demised property), Defendant R J. Shultz Enterprise, Inc. was required to give Plaintiffs written notice to vacate within sixty (60) days to void this lease. 5 24. The Commercial Lease contains no provisions regarding Plaintiffs entitlement to damages, including the cost of renovations/improvements to the property, in the event the premises were sold or Defendants closed or ceased to operate the Colonial Peddler Village stores. 25. Plaintiffs believe and therefore aver, that Defendants had been engaged in ongoing negotiations, through its agents at Wolfe & Shearer, with Giant Food Stores, Inc. to sell The Village of Colonial Peddlers at or around the time Plaintiffs executed the Commercial Lease, undertook renovations and executed the Amendment to the Lease. 26. Plaintiffs believe and therefore aver that Defendants desired to enter into a number of Commercial Leases, such that no portions of the property were vacant, thereby increasing the fair market value and potential purchase price to be paid by Giant Food Stores. 27. Plaintiffs believe and therefore aver that Defendants, through Wolfe & Shearer, had approached Giant Foods on several occasions prior to February 15,2003 with offers to sell the property, including the portion of the premises leased by Plaintiffs. Plaintiffs further believe and therefore aver that Defendants re-approached Giant Food with another offer of sale at or around the time Defendants were negotiating the Commercial Lease with Plaintiffs, executed the Commercial Lease, commenced renovations and opened the restaurant. 28. At no time prior to September 24,2003, did Defendants advise Plaintiffs that they were negotiating the sale of the leased premises, despite Defendants knowledge that Plaintiffs entered into the lease and performed substantial renovations based upon the assurance that the occupancy would be long-term. 6 29. Plaintiffs believe and therefore aver, that they were fraudulently induced to enter into the foregoing Commercial Lease through Defendants' representation that the Colonial Peddler Village stores would continue to operate, as it had for the past 32 years, thereby serving as an inducement for Plaintiffs to not only enter into the lease, but also to expend substantial sums of money and a significant amount of time, renovating the premises, prior to opening the new restaurant. 30. At the time Plaintiffs executed the Commercial Lease and made significant improvements to the premises, they had a reasonable and good faith expectation oflong-term occupancy, based upon (a) Defendants representation that the demised premises and those surrounding it would remain intact, as they had for 32 years prior (b) the Commercial Lease prepared by the Defendants provided for an initial term of two years, with an option to re-new for an additional five years thereafter; (c) Defendant Richard J. Shultz had actual knowledge of the improvements/renovations Plaintiffs performed by virtue of his presence on the premises on multiple occasions during the construction process; (d) Defendants in July, 2003, executed an amendment to the original lease, which provided Plaintiffs with additional space, in exchange for increased rent; ( e) Defendants at no time, prior to September 24, 2003, advised Plaintiffs that they were negotiating the sale of the premises or that they had previously approached Giant Food Stores (on several occasions) with a proposal to sell the property. 31. The work performed by Plaintiffs to the demised premises, constituted significant improvements, in which Plaintiffs invested labor and capital to enhance the value and utility of the premises. 7 32. In making the improvements, Plaintiffs as the new owners of the restaurant, wanted to transform the property and give it a new appearance, since the old restaurant had been shut down due to sanitation issues and the prior owners of the restaurant vacated the premises immediately thereafter. Plaintiffs were concerned that if substantial improvements were not made, the restaurant would not be profitable because of its association with the restaurant previously operated at that location. 33. Plaintiffs believe that their execution of the Commercial Lease (for a minimum term of two years) coupled with the improvements to the premises and the subsequent operation of a successful restaurant at this location increased the market value of the realty, thereby allowing Defendants to receive a higher purchase price from Giant Foods, Inc. COUNT I BREACH OF CONTRACT 34. Paragraphs I through 33 of the Plaintiffs Complaint are herein incorporated by reference as if fully set forth at length. 35. At all times herein mentioned, Plaintiffs fulfilled all obligations and duties owed to Defendants under the terms of the Commercial Lease and its subsequent amendment. 36. Defendants owed Plaintiffs a duty of good faith and fair dealing, which duty is implied in every contract. 37. Defendants breached their duty of good faith and fair dealing by engaging in the conduct set forth above. 38. Plaintiffs sustained damages as a result of the Defendants breach. 8 WHEREFORE, Plaintiffs Robert S. Lehman and Ketha M. Lehman, his wife, respectfully request that judgment be entered in their favor, in an amount in excess ofthe compulsory arbitration limit in Cumberland County, together with such other relief as the Court deems appropriate. COUNT II UNJUST ENRICHMENT 39. Paragraphs I through 38 ofthe Plaintiffs Complaint are herein incorporated by reference as iffully set forth at length. 40. As a result of Defendants representations and conduct, as well as the terms of the Commercial Lease and amendment to the lease, Plaintiffs reasonably believed that their occupancy of the premises and operation ofthe restaurant at this location would be long term. Based upon this reasonable belief, Plaintiffs expended significant monies and time in renovating the premises, prior to opening the restaurant in April, 2003, which conduct conferred benefits upon the Defendants. 41. Defendants accepted and retained such benefits which included: (a) rental payments to Defendants in excess of $1 ,000 per month beginning in February, 2003, after the demised premises had been vacant for a period of approximately eight months; (b) significant improvements to the premises which included renovations to both the physical structure and the aesthetics, to create adequate facilities for the operation of a new restaurant; ( c) increasing customer traffic through the Colonial Peddlers Village thereby resulting in increased profits to Defendants as the owner of specialty gift and collectible shops surrounding the restaurant; 9 (d) increasing the fair market value of the property, thereby allowing Defendants to ultimately demand a higher purchase price, as the premises were fully occupied and Defendant was realizing profits from the lessees' operations; (e) repairing and rendering operational Defendants' restaurant equipment, which Defendants' subsequently liquidated. 41. It would be inequitable, under the foregoing circumstances, for Defendants to retain the foregoing benefits without paying Plaintiffs the value of the benefits conferred. 42. Based upon the foregoing, Plaintiffs seek restitution from Defendants. WHEREFORE, Plaintiffs Robert S. Lehman and Ketha M. Lehman, his wife, respectfully request that judgment be entered in their favor, in an amount in excess of the compulsory arbitration limit in Cumberland County, together with such other relief as the Court deems appropriate. By:, en . Co es, Esquir Attorney ID No. 52654 Attorney for Plaintiff Commerce Towers - lOth Floor 300 North Second Street Post Office Box 62003 Harrisburg, PA 17106-2003 (717) 920-8100 Date: February L, 2004 10 VERIFICATION I, Robert S. Lehman, hereby state that I have read the foregoing COMPLAINT which has been drafted by counseL The factual statements contained therein are true and correct to the best of my knowledge, information and belief, although the language is that of counsel, and, to the extent that the content of the foregoing document is that of counsel, I have relied upon counsel in making this Verification. I understand that the statements therein are made subject to the penalties of 18 Pa. C.S.A. ~ 4904 relating to unsworn falsifications to authorities. ~-~~._~/ ./ . .--;::..-.- -/>A / -_./L' Robert S. Lehman Dated: Z--Ioitf~ VERIFICATION I, Ketha M. Lehman, hereby state that I have read the foregoing COMPLAINT which has been drafted by counsel. The factual statements contained therein are true and correct to the best of my knowledge, information and belief, although the language is that of counsel, and, to the extent that the content of the foregoing document is that of counsel, I have relied upon counsel in making this Verification. I understand that the statements therein are made subject to the penalties of 18 Pa. C.S.A. S 4904 relating to unsworn falsifications to authorities. ~~~~~'J!(}1V Dated: a-\O-04 12 JAN-14-2004 ,ED 11:18 AM FAX NO. a :'1 COMMERCIAL lEASE He 1./,. .' ,( :..../-""./~-~... . This Agreement of Lease made this I"! day or February, 2003 between R.J. Shultz. ElUcrpris-:, Inc. ~_~s~0r~, ;.oarties ()f The one part, and Rober! and K~tha M. Lehman, Lesse'~s. parties of the Qth~r fan. Witnesseth~ tbat the said party of the one parr, in consideration of the rents and covenants hereinafter mentioned, does demise and lease unto the said second party, to be used as Restaurant, the premises situate in the Township of Middlesex, County of Cumberland and State of Pennsylvania described J.S follows, to wit: Ketha's Kitchen and Coffee House, 22'X28' - Kitchen and 28'X44' ~ Dining Area, 100 Shady Lane, Carlisle, Pennsylvania 17013. To have and to hold unto the said second party, subject to the conditiom of this Agreemenl, for the term beginning on the 1 ~t day of February 2003, and ending on the 28lh da:; of February 2005, "'see 5 year option. In Consideration of Which the said second part agree that they will pay to the said firsl party fa!' th~ use of said premises, the sum of Twenty Four Thousand Dollars ($:~4,OOO) Dollars and GIher consideration hereinafter m~ntioned payable as tallows: via, in Twenty Jour (24) monthly ins1alllnl.'tHs of One Thousand Dollars in advance on the first day of each calendar month during 1he term. Pro-rata rent for February 2003 to be $500.00 all subsequent monthly rental installments of $1000 due: and payable on the l"t day of each calendar mondl. The said first party reqtLin~s a $3000 security deposit The said second party has paid said required ~ecurity deposit of $3000 to said first party. THE DEMTSE HEREIN CONTAINED is made and accepted on the following express ;onditions: J. No wllSte shall be commirred: and at the end of the ~ll.id term the demi:;ed premise ~hall be deliv~rl;:~j ill as good condition as at the commencement thereof, ordinary wear and tear and IJnuvoid,.ble dama~e by lire, ltmpe,t ;Ind lighting ~xcepred. 2. The rent reserved shall be promptly paid on the: several days imct times herein specified withuul deduction or abatemcnt, ~t thtl re$idcnce or principal office of the said Lessor. 3. lfthe Lessee should rllmove Or prepare to remove, or aUllmpt to remove. from the premises rn:rcny leClseLl before tilt: (lxpiration of tile term or at any time during the continuance of this lease, Of il- t~~ Lt!ssee s.hall be in det'a~llt in the payment of any installment of rem for the period oftllo. days, or should there be J; defllult in any of the covenants 01' conditions <IS herein contained, then in that event, rent for the tarm of twelve months at .he rate which it is. to\:11 due ami collectible under tht: terms ormis lease shall immedlateiy bec"ml:! due and payable and :11all bc collectible b:-- dis\r:lilll V~ uthcrwise. 4. (a) A holding over by the Lessee(s) beyond the term of this lease shall be a:; follows. Lessl.'e ll['Jon g:iving: the Lessor 60 (sixty) day notice prior to the end ofthe twCl-year lease term. to re-nllW Lease for live (~) ye~rs. First. Tenn guarantee. The rentall1ltes are to be as follows: February 1,2005 until JlttIuary 31'" 2006 - Sl,050/momh [~ebruary 1,2006 until January 31 n 2007 - SI, lOa/month February 1,2007 until January )1 '(2008 - S1, 150/month February 1,2008 until January j !'1200Q - Sl,200/roonth FebrulU)' 1,2009 until January 3111 2010 - $1,250/month (b) For the first 2 years ofmis lease Februl:lCY 1;\ 1003 thru January 31st, :2005, AddiLional g(lartmIC..: of lellStI payments to Lessor shall be by Joseph W. and Beulah I. asde, 3 East Country~idl,: Drive. Boiling Springs, PA 17007. Wr: agree to the above tcrms. ~o.;>A, c.J. {2-.)',} Joseph W. Baric 4;" /,.1.. ,J ~ Beulllh 1. B~ic ~vltnes~ 5. Lesser \U$ume$ responsibility to uphold all current building codes fOr th~ entire duration of the lellsc. 6, The Lessor shall not be liable!O the Lessee for any damage which mlly be caused to the L~sse<:: by tl1(: failure of the Lessor, if said fallure;s not due to my fault of his part, to give posses:'iian f.ftht; pn::mises herein demi~~d, ~t the time: agreed upon, 7. Said Lessee shall not cany on any unlawCul Or immoral business In 01' about th~ dt:mised premises. lind shall not carry on any business which will endAnger the building from tire Or cause a farfeitlU'c of any fire insuranc\: Ihm the Le!ls'or has. Or may hereafter have an said building. 8. Lessor will prorate water, sewer, trash and electric used by Les~ee(;). Lessec{s} wii! rectlivl: "rum Lessor monthly billings ten day prior to payment due date. Gas meter for restaurant area is s~parale and billed directly to Lessee(s) by UGI. The Lessee agrees to pay all bills. which may be incuITed, for light. heat. Or power used or consumed upon the demised premise, and aU bills for water rent, which may accrue fOt water used during thc term of the II.:11SC. Tht: Lessor shall not be re$ponsible in any way in the event that the supply of heat i~ cut offby reason of any caLise beyond the contra I of the Lessor. And the Lessee does hereby release the Lessor from any damage ....l,ich mlLY result (() him by n:aSOll oftne failure of the sUJ:lply of heat. Should the Lessee fail to pll.y any bills as aforesaid, tile Lessor sh~llllavc th!: right to pay the same. and thl!' amount II.li paid shall be chargeable to the Lessee as additional rent. 9. The Lessee agrees to keep the premise in a good condition of rep'lir, Lessor ~grees. to nmsid<: maintenance of common grounds and parking lot including snow n:movat. Lessee a~-t':es to maintain patio, deck and walkway to restaurant. Lessor to supply tra"h dumpster. 10. In the event of the filing ofa petition in bankruptcy, whether v01Umal) 01" involuntary, by or ll!;ilit\:.t the Lessee herein, there shall became dlle immediately upon the tiling of said pt::titian, rent fOr twelve momhs. M Il,e rme Ihm the rent is then payable under this a:;reement of lease, and the Lessor shall have lhl:! turiher right in said evcm, 10 f,}I'feil and terminll.tc thi~ lell.!lc. The:: said farfeiture to be dfected by givlnl; notice in writing to the Lessee nerl:lin ur (U th(; pcr~0I1 then in Charge of the demi!i.ed premises. Should an exetlltion issue against th~ Lessee OUl ,)f any court. twelvc months rl,nl shill! thereupon become due and owing. JAN-14-2004 WED 11:18 AM FAX NO, p, 02 1 J, In the Clvcnt that tbl: premises occupied by the Lessee shall during said term by dcstroYL:d by tin;. :herd'; making the premises umenank,ble and unfit for occupancy so mat [he ownerS :hereof Jam 11 f1dvisa~le '9 COOsrru~l it i:C\\ building, .he Lessor herein shall thereupon l:1avc tht: right to cancel and termmate thIs le:lse upon givmg tlfteen daYSnllOllce in WTiting to the Lessee herein, and [he term of this lease shall thereupon cease at the :Xpiid.tion of tilh:en days ilTIef the expiration of said nOli ca. In the CVlmt however, that the said building shall be damaged by fire, but not desuoyed. ,ht: lessor will thereupon cause the same to be repaired and restored '[0 it3 former condition, they w act with the grta[c~l ;::::-ssib!: ,:Hllbe~:::~, :l.nc if ~he ~..ic. flre ~tal: have rendered dlc premises wmenamable, p<lyml;:nt of rem rilcn:um.lcf ~11<:lli ix: suspended from the time when the l.r:sse:e herein shall notify the Lessor of such conditIO:1. umil such time as the building is so repaired and again ready for occupancy, and the Lf:ssee herein agrees that in the t:vtn[ that the building ~ha!l b~ il.~ partially deSO'oyed by tire as co render said repairs necessary mat thtl said Lessor shall Thereupon have the righT Ihrollgh his scrvantS and agents, and that the servants and agents of any contractor emplnyed by rhe Ussor shall have the ri~ht \Cl fa!.:.'; possession of the premises for the purpose of makin!!; such repairs, and Ih() so taking of I)assessiun shall not be al1 evicrion oflhe L~gee herein and shall in no manner effect this renn of lease, 12. The said Le!Jsee herebY confesses judgment for, the rent resllrved undel' this agreement of lease. togeth~l. with atJ anomey fee afflve percent for oollecIion, and execution may be issut:d thereon thm time lu time for any rllnt du~ and owing under this lease, andjudiffient in ejectment a:> herein provided may he entered concurrentl)' therewith. 13. At the end of the said Term, whethl:r the same shall be dettlrmined by forfeiture Or C"XpiOititm of the tenTl, or upon the breach cfany of the conditions ofthi~ lease, it is agreed that !1n amicable act:on of ejcctnll.:nt may be ';lntered ill the Court of Common PleA! of Cumberland County, in which the LllS3or. their heirs or assigns, shall be plaimiff. "nd the Les~ee. and aU who come into possession during the tenn Or continu;mcl:: of This lea,e Dr undllr the r.os~ee5, SllC\lI be defendants. that Judgment may be entered tht.-reupon in favor of the plaintiffs, WiThout leave of coun. for the Ilrc:mi~cs above described TO nave the same force and dfecr as if a summons. in ejectment had bet:n re~ularly issued, leg,nlly ~t:rv~i.l and returned and that writs of ha.bere facias posse!lsionem with t:lause of ti. fa. for ail co~ts. muy be issued forrllwilh. waiving all errors and defects whatsoever In entering said judgment. also waiving TiGhT oC appeal, writ of el'ror or ~Ia} UpOll any writs of habere facias possessionem which may 13sue upon the same, 14. And further. it is agreed and understood that the Le,sor, his heirs, a, assigm.. may ;;:nter rhe pl'elllis~s hereby leased at any time during the term, either in The pr~sence or absence of the said Lessee for The purpose () f ascertaining whether the: said premisu$ are kept in good order and repair during bU$ine~:; hours. FUl'Ther. thm the Lc.~sol. resel"Ves the right to display a "for rent or sale" card upon the said premises, and to show same to prospective tenilnfS 01. buyers. - 1$, All dUllages or injuries dune to the said premi$e~ other than those cawsed by tire or ordinary W<J<II' Ul1U tear or by the acts Or omission of the landlord shall be repaired by the Lessee herein. And the Less~e covenant!> and ,lg,J'ces to make said repairs upon five days notice givt'ln to him by the Lessor, and if he shall ncgJecllO m2l!<:e snid repain L.l commence to make the same promptly or within ten days after said notice aJj given him, the L~sor 5hall have the l'ight (() make the said repair!! at the expense and cost of the Lessee, and the amount thereof may be collected as addi!illtIo'l rent accruing for the month followins the date of the said repairs, and if the :said expense is n1ade at the expiration of the term. then the COSt so made may be collected by the landlord as an additional rent for rhe use of the premises during the :nlirr.; tern1 16. And the said Lessee hereby-accepts notice to quit, removc from, and surrender up possession ofrhe s<lid demiscd premises to the !<.raid Lessor. his heirs and assigns, .at tlll~ t!xpinlTlon ot' (he ~aid term. whenever it mlly hi.' detennined, whether by forfeiture or otherwi!e, without any further 1100ice to that elTcct. all turttler notice being hl.:rcb~ waived. And on failurc to pay rent d,ue, for the space of ten da)'! be!ide~ th.e distre~s:' 'Or upori nrc'Zlch of any ()ther condition of this lease the Lessee shall be a non.tenant, subject to djspoS.!lCl~sion by the uid Les.!lor, without further nOlice or proeeu of law, wim releue of elTOr and of damages, and the said LeS!ior may re.enter the premise!i and dispossess Ihe Lessee without thereby becoming a trespasser. And the Lessee her~by wa.ives the bendl! of ail exemption laws of this Commonwealth that now are in furce Qr may hereafter be in force, or in arty action or actions that may !:ICCll.ltl Oil this contract, and in any distress or distress that may be made for collection of thl: whole of said rent ()r any parr Ihereof. Waiving also the benefit of smy of execution. inquisition, extc!'l$ion, and ll.1I errors, in ell proceedings arising out of this leue. 17. Ltl$sor gants to Lessee the same signage that is presently availablE: for the rest8.Urllnt 011 Colonial Peddler Village Property. 18, The pllrty of the second part will bear. pay and discbllrge when and as t'1e S<:lme becomo due and pavublc IIll juds,ment and lawful claims for damages ar otherwise against said panics of the .'irst part arising: from its llS~ or occupancy of said leued premises, patio and deck in fronl of said. premises, and will ;1!.sume the burden umi Uxpt!ll.~e of dctendin~ all such suits. whether brought before the expiration of this lease and will protest, indemnify and !lave: hamlle$s and said party of the first put, his agents. servants, employees and public at large by reltSon of or on account of the llse of misuse of the prerni~1 hereby leased or the deck and patio in lTom of the said prcmise~, or any part: thereof; due to the negligence ofthe Lessee or his agcnUi, 19. In addition to the demise space, this ICllse also. includes all bW5incss :::quipm~nt in kitchen, deck, "lid dining area. See attached ~Cl:ts. J..essee is responsible for maintenance or rcrptacemcll! af~aid cquipment and inventory. 10. Lessee(s) agrees to COST of phone lines in restaurant awl. 21. Lessec(s) agrees to maintain security system for rertBuranT area. Security system to be I;lctive when restaurant is closed. 22, L(.:-1(sor aarecs usage, by the Lessee(s) of credit card machine locat~d in msta.l.lranf, Lessee(sl are responsible for the credit card service. 23. Lessor agrees to changes fOr remodeling and build out upon Lessee(s) submining plalls in ~ritillg~ a~cment by C-cs'sor must be ;trr~t\"VM ann ~'BMOI\ltlt"'i" (<i) five blL'Iiness days ofsubmi.~sIOny 24. Les$or agrees to LcsStltl(s) changing The res1aurant business name t<) "Ke[ha's Kitchen Rnd Cot'fc~ House" ~ssee(s) shall remain ownc:rofsaid business. n8mtl. 1.5. LessQr agrees to allow Live t:ntertainment on Friday !Lnd Saturday evenings. Said e(l1el'ti!inment is 10 maintain a1 a volume:: as not to be a nuiSllIlCe to other stores and nearby businc!lS. Mu~ic/Radio shull be mllimained ,\I Lessee(s)discreti(lO. ~ 26. Lesse~s.) ma)' rem additional dining room space ]4 feet X 28 feel for additional r"nl Df S50.00 per month, The Lussee(s) must give tbe Lessor ninety (90) days notice ot"the L~see(s) intention to l.ease the additional space. The addition rent will be: added to the pre-sent and incn:ase yearly at $600.00 per yeaI'. . 27. The Lessor and Le!lsee(s) agree to tllk.C the following hOUf1l of operation. The restau.l'ant shall be open from I Dam (0 3pm Itt II minimum, Monday thru Saturday. Additiona] hours of oper;Utons and staff shall be <ll the di~cretiOI1 ofrhe Lessee(s). Hours efoporaTion could be up to 24 hours a day, 7 days a 'veek. including hlllidilY~ if!lcecl be. 28. Heating/Cooling units for resu.uranUkitchen llre to be rnaintllined by Lessee(s), Rep[<\celllem i;; Irl Le!see(s)ex:pense. JAN-14-2004 WED 11:19 AM FAX NO, , 03 2/). !t i'l dKpre!:sly undersrood by the parties that the whole agreement is I:lmbodicd in this agreem~nr and chat no part or item Is omineQ. . 30. The second party does also hereby waive any and all d~mand for payment of :he nwl herein provided for. either 01\ the day due or on any other day, either on the land itself or in any other place, and agrees thllL ,LICh dem~m.l shall not be condition of w-emry or of recovery of po!>session without le:;:al proct:ss ar by m':::ans of any <Inion nt" pr()ceed'ng~ wh!HSOever 31. Lessee shall have the ability to sublease the premises subject to the permission and cons~llt ll! :l1e L':ssor. 32. ~b91,l1d the r .essor close or cease to o~erafe tht' r'oloniil P"ddl~r Vilt"!!,,, ~rrw'~ (whil.h ".1'~I:O\ltlrj .j"''''I.i,e property); the Lessor must give written notice to the LessetlQ;) his heirs, or assigns to vac~te within sixty (60) d"y~ (If said eVent to VOId Uus lease, '/ WITNESS ~~ WITNESS /~ DATE: TO: FROM: REF: JULY 17,2003 R. J. SHULTZ ENTERPRISES ROBERT & KETHA LEHMAN AMENDMENT TO LEASE CHANGE OF HOGTRS ADDITIONAL SPACE THIS LETTER IS TO ACKNOWLEDGE AN AMENDMENT TO OUR LEASE AT 100 SHADY LANE, CARLISLE, P A, 17013 EFFECTIVE JULY 1, 2003 THAT WE HAVE NOW CHANGED OUR HOURS OF OPERATION AT KETHA'S KITCHEN AND COFFEE HOUSE TO 7 DAYS A WEEK FROM 7 AM TO 2PM PLUS FRIDAY AND SATURDAY EVENINGS FROM 5PM TO 9PM. IN ADDITION, WE HAVE ACQUIRED THE ADDITIONAL LEASED SPACE (AS NOTED MEASUREMENTS IN OUR LEASE) EFFECTIVE JULY 1,2003 FOR AN ADDITIONAL $50.00 PER MONTH PAYABLE ON THE FIRST OF EACH MONTH WITH OUR MONTHLY RENT AMOUNT. ~ . ~~ ~ flr-lJ3 \ /&lyll.(~LJVl(o'v\ i/li/u3 ROBERT S. LEHMAN (DATE) KE~ M. LEHMAN (DATE) p~ 7 !/aJ OHLES E. PETlUE '.TTOR>T':1 _-\'1' lS"''' ..:...'\ )TREET ~'{-\RFI:::BL ;i~S':.'L\:__",,-",' .. 1- f{L' 'ROBERTS J'Z. ) Li..:.G,-\l -17<:t;l]_,l(j..;., . F;-\X 7 . '-,,--'1'21 c' ,L . -do' ,,,'i com. WeB, :: L "",pctr',',:.;m c.lDer 24, 2003 Rnbert and Ketha j~,:h)'::a.n '5 K~tchen ~:,:1f_1. ~,~"::f.f,:'t-:' House ):J Shadv L;;._~",:: '."_lclisle, Penn.s\/l',.<..::;.:.t t7013 Dear M;-, ana. Ivh'c :,'oLr::6,L Llis office rc>:~en::s Riche;": r 5:,'';',2 vith r'e~pecl: to the sak of real esra::: :::r.r 100 ::::;---.::cjy Lailc.\'~!:"". ;~L',-:ltz t:!S ":10$.:0",' and h.:1S ceased 'to operate the VJlage 1 '-=-:'~J;E~,.:~:,al PeddL:.:-"s e:'t-ec-i~Je :hi~~ d~-~te. P'-1.rsuant to Parag~",]:~i )f:;.:JUf'-.:.t:a:sc. Notice:s ll.ereb,y gi~-~:.r: t}-~:~ ~hatYr)u 8.r-e ., ..." ,I"''''' ''''1rF'u'':'''''es 011 0'. 'oern...."" ~." -c',r,.-: 'eo-' -'1 'J{)(I':'I ...,.v,_ ,.,LL I:-' _J. ..".:) 1 ~~'~'... ..,1_. } ',:,..... -~ .-.'""1'", ...:;:.. \.-,-). Y-:.l ':" iLlnledic:~ct:' 2t~tc .~,;.on to ~h!s I"_n.<:trt~:- is n:qt~lr~:,j, Very tnt:'.- ';'W':511 ~~t~\~ r~- ,_,;"ics 1:.. l-\::t.nc: F'ikpr A:) ~ ~ t \ ~ C\ V( -- 0 :i ~ r c () ......:l ~ ~ --< ~ , I~' ,-;... C': C:) "j , t " -~1 ::;:j , , _:.: C'} , - .. ~ . , , ; -..- :1 L.~' , ( ,) _'.J '''' -.< SHERIFF'S RETURN - REGULAR CASE NO: 2004-00651 P COMMONWEALTH OF PENNSYLVANIA: COUNTY OF CUMBERLAND LEHMAN ROBERT S ET AL VS R J SHULTZ ENTERPRISE INC ETAL CPL, MICHAEL BARRICK , Sheriff or Deputy Sheriff of Cumberland County,Pennsylvania, who being duly sworn according to law, says, the within COMPLAINT & NOTICE was served upon R J SHULTZ ENTERPRISE INC the DEFENDANT , at 1832:00 HOURS, on the 18th day of February, 2004 at 520 GALE ROAD CAMP HILL, PA 17011 by handing to CHRIS CONARD, WIFE OF OWNER 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 Service Affidavit Surcharge So Answers: 18.00 9.66 .00 10.00 ,00 37.66 .rg'::::~?~ R, Thomas Kline Sworn and Subscribed to before me thi s ,( 3,u( day of J~., .'1 J.0'()'f A.D, ( l I. Q ~ ~. ~~honotary , SHERIFF'S RETURN - REGULAR CASE NO: 2004-00651 P COMMONWEALTH OF PENNSYLVANIA: COUNTY OF CUMBERLAND LEHMAN ROBERT S ET AL VS R J SHULTZ ENTERPRISE INC ETAL CPL, MICHAEL BARRICK , Sheriff or Deputy Sheriff of Cumberland County, Pennsylvania, who being duly sworn according to law, says, the within COMPLAINT & NOTICE was served upon SHULTZ RICHARD J JR the DEFENDANT at 1832:00 HOURS, on the 18th day of February, 2004 at 520 GALE ROAD CAMP HILL, PA 17011 by handing to CHRIS CONARD, WIFE a true and attested copy of COMPLAINT & NOTICE together with and at the same time directing Her attention to the contents thereof. Sheriff's Costs: Docketing Service Affidavit Surcharge 6,00 .00 .00 10.00 .00 16.00 So Answers: ~q~~,c:.: 4'~..R , / R, Thomas Kline 02/19/2004 KELLY HOFFMAN Sworn and subscribed to before By me this ../ .3,A.<{ day of 1J.J';<-''<AV,? clfnl'( A,D. (JU#-, Q )y,1;.f,~ ~ I Prothonotary , IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY ROBERT S. LEHMAN and KETHA M. LEHMAN, his wife Plaintiffs NO.: 04-651 CIVIL TERM vs. CIVIL ACTION - LAW R.J. SHULTZ ENTERPRISE, INC., And RICHARD J. SHULTZ, JR., Defendant JURY TRIAL DEMANDED ANSWER NOW COME the Defendants, R.J. SHULTZ ENTERPRISE, INC., and RICHARD J. SHULTZ, JR., by and through their attorney, Charles E. Petrie, and respectfully answer Plaintiffs' Complaint as follows: 1. Admitted. 2. Admitted. 3. Admitted. 4. Admitted in part and denied in part. It is admitted that R.J. Shultz Enterprises, Inc., was the owner of the premises set forth in this paragraph; it is denied that Richard J. Shultz, Jr., was the owner of said premIses. 5. Admitted in part and denied in part. It is admitted that R.J. Shultz Enterprises, Inc., owned and operated all but one of the shops containing gifts and collectibles; it is denied that Richard J. Shultz, Jr., was the operator of said premises. 6. Admitted in part and denied in part. It is admitted that Plaintiffs entered into a Comrnercial Lease with R. J. Shultz Enterprises, Inc. It is denied that they entered into a Commercial Lease with Richard J. Shultz, Jr. 7. Admitted. 8. Admitted in part and denied in part. It is admitted that the premises had been vacant since June, 2002. The inference that the premises had been shut down by the Pennsylvania Department of Agriculture, Bureau of Food Safety and Laboratory Services for a long period of time is denied. The premises had been shut down in June, 2002, for one or two days. 9. Denied. Defendants have no information concerning the statements set forth in this paragraph, and the statements are therefore denied. 10. Admitted. 11. Denied. Wolfe & Shearer was never retained by Defendants as a property manager, 12. Admitted in part and denied in part. It is admitted that the parties and representative from Wolfe & Shearer rnet on January 18, 2003, to discuss the potential lease of the premises. Defendants' deny that Defendant Shultz ever said that the shops "were not going anywhere. " 13. Admitted in part and denied in part. It is admitted that the parties executed the Lease and Plaintiffs took immediate occupancy of the prernises. It is denied that Defendant made any representation that the Village of Colonial Peddlers would remain in operation for any length of time contrary to the terms of the Lease. 14. Admitted. 15. Admitted. 16. Admitted in part and denied in part. It is admitted that the premises passed inspection as set forth in the Cornp1aint and that Plaintiffs took possession of the premises in February, 2003. It is denied that Plaintiffs cornp1ete1y remodeled the interior of the lease premises and they further deny any implication that the premises had not passed inspection by the Pennsylvania Department of Agriculture, Bureau of Safety and Laboratory Services in 2002. 17. Denied. Defendants have no inforrnation concerning the statements set forth in this paragraph, and the statements are therefore denied. 18. Admitted. 19. Denied. Defendants have no information concerning the statements set forth in this paragraph, and the statements are therefore denied. 20. Admitted. 21. Denied. Defendants have no information concerning the statements set forth in this paragraph, and the statements are therefore denied. 21. (sic) Admitted. 22. Admitted, 23. Adrnitted. 24. Adrnitted. 25. Denied. There were no ongoing negotiations with Giant food Stores at or around the time Plaintiffs executed the Cornmercial Leases, undertook renovations and executed the Amendment to the Lease. 26. Denied. There was no value to be had in the leases because it was the expressed intent of Giant Food Stores, Inc. to raze the buildings. Giant Food Stores, Inc., required in the Sales Contract with Defendant R.J. Shultz, Inc., that the premises be completely ernpty. 27. Denied. There were no negotiations between Defendants and Giant Food Store, Inc., during the time of the Lease negotiations between Plaintiffs and Defendants or at the time of the execution of the Commercial Lease. 28. Admitted in part and denied in part. It is admitted that Defendants did not advise Plaintiffs of any such negotiations because Defendants had no obligation pursuant to the Commercial Lease to advise Plaintiffs of any such negotiations. Any assurances by Defendants to Plaintiffs of long-terrn occupancy are denied. 29. Denied. It is denied that Defendants fraudulently induced Plaintiffs to enter into the Lease. It is denied that Defendants told Plaintiffs that the Colonial Peddler Village Stores would continue to operate as it had for the past 32 years. 30. Denied. Defendants have no knowledge of any of Plaintiffs' good faith expectations contrary to, or in addition to, the terms of the Commercial Lease. 31. It is denied that Plaintiffs' work added value and utility to the property. The property was to have been destroyed by Giant Food Stores, Inc. soon after its purchase. 32. Denied. Plaintiffs were not the new owners of the restaurant. Any reasons for Plaintiffs' conduct as set forth herein are outside the scope of Defendants' knowledge and are therefore denied. 33. Denied. Giant Food Stores, Inc. was not interested in the building or restaurant. The building and restaurant were to have been razed shortly after Giant Foods, Inc. purchased the property. The buildings had no value to Giant Food Stores, Inc. COUNT I BREACH OF CONTRACT 34. No responsive pleading required. 35. Admitted. 36. Denied. Defendants owed Plaintiffs no such duties of good faith and fair dealing. 37. Denied. Defendants owed Plaintiffs no such duties of good faith and fair dealing. 38. Denied. Defendants owed Plaintiffs no such duties of good faith and fair dealing; therefore no breach of contract occurred. COUNT II UNJUST ENRICHMENT 39. No responsive pleading required. 40. Denied. Plaintiffs clearly read paragraph 32 of the Commercial Lease (see paragraph 23 hereinabove) which permitted Defendants to give notice to Plaintiffs if the Colonial Peddler Shops were to close. Plaintiffs had no right to any expectations above and beyond this paragraph. 41. Admitted in part and denied in part. (a) Adrnitted. Plaintiffs paid the rent to which Defendant was entitled under the terrns of the Commercial Lease. (b) Denied. The building was to have been destroyed. Any value added to the building did not inure to Defendants. (c) Denied. It is denied that the restaurant increased customer traffic through the Colonial Peddlers Village and any increase in profits derived therefrom is denied. (d) Denied. The building was to have been razed. Any value added to the building did not inure to Defendants. (e) Admitted. 41. (sic) Denied. Plaintiffs have no right to any expectations above and beyond the letter of the Comrnercial Lease. 42. No responsive pleading required. WHEREFORE, Defendants respectfully request that Your Honorable Court dismiss Plaintiffs' Complaint. NEW MATTER 43. Defendants hereby incorporate their answers to paragraphs 1 through 42 above as if fully set forth herein. 44, Defendant R.J. Shultz Enterprises, Inc., is a fully-registered corporation in good standing with the Secretary of State of the Commonwealth of Pennsylvania. 45. Defendant Richard J. Shultz, Jr., is the president of R.J. Shultz Enterprises, Inc. 46. Pursuant to Pennsylvania cornmon and statutory law, presidents of corporations have no liability for corporate debts except as authorized by statute. 47. Defendant Richard J. Shultz, Jr., did not execute any documents to Plaintiffs in his individual capacity that created any personal liability to Plaintiffs, 48. Defendant Richard J. Shultz, Jr., executed the Commercial Lease and Amendments thereto only in his capacity as President of the corporation. 49. Defendant Richard J. Shultz, Jr., bears no legal responsibility for the debts of Defendant R.J. Shultz Enterprises, Inc. 50, Defendant Richard J. Shultz, Jr., has no legal responsibility for any debt or debts to Plaintiffs that may be ultimately deemed by a court of law to be the responsibility of R.J. Shultz, Inc. 51. Defendant Richard J, Shultz, Jr., should be removed as a Defendant from this lawsuit. WHEREFORE, Defendant Richard J. Shultz, Jr., respectfully requests that Your Honorable Court enter an Order dismissing him of and from any liability to Plaintiffs pursuant to their Complaint. Respectfully submitted, ~E/~ CHARLES E. PETRIE 3528 Brisban Street Harrisburg, PA 171 I 1 (717) 561-1939 Attorney for Defendants CERTIFICATE OF SERVICE I, CHARLES E. PETRIE, hereby certify that I served a true and correct copy of the within Answer and New Matter on Karen S. Coates, Esquire, Attorney for Plaintiffs, by U.S. First Class mail, Postage Prepaid to the following address: KAREN S. COATES, ESQUIRE COMMERCE TOWERS - 10TH FLOOR 300 NORTH SECOND STREET POST OFFICE BOX 62003 HARRISBURG, PA 17106-2003 DATED: March 25, 2004 Respectfully submitted, ~.?~ CHARLES E. PETRIE 3528 BRISBAN STREET HARRISBURG, PA 17111 (717) 561-1939 ATTORNEY ID # 29029 ATTORNEY FOR DEFENDANTS (') ...., 0 = S:~ ~" -n ~- "'. :::: :? )"fl' rn r= ?J -0::1 ", ~:uO (11 : ") C) :~'~.l , ~ ~ , ~. c':; ," en ,0 ( ,- -, Q , IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY ROBERTS. LEHMAN, and KETHA M. LEHMAN, his wife, Plaintiffs No. 04-651 CIVIL TERM v. CIVIL ACTION-LA W R.J. SHULTZ ENTERPRISE, INC., and RICHARD J. SHULTZ, JR, Defendants JURY TRIAL DEMANDED PLAINTIFFS' REPLY TO NEW MATTER OF DEFENDANTS 43. Plaintiffs herein incorporate by reference the allegations contained in the Complaint at paragraphs 1 through 42 as if fully set forth herein. 44. Admitted. 45. Admitted. 46. Denied. The averments of Paragraph 46 constitute legal conclusions to which no response is required. By way of further answer, the averments are specifically denied and proof is demanded. 47. Denied. The averments of Paragraph 47 constitute legal conclusions to which no response is required. By way of further answer, the averments are specifically denied and proof is demanded. 48. Denied. The averments of Paragraph 48 constitute legal conclusions to which no response is required. By way of further answer, the averments are specifically denied and proofis demand. 49. Denied. The averments of Paragraph 49 ,:;onstitute legal conclusions to which no response is required. By way of further answer, the averments are specifically denied and proof is demand. 50. Denied. The averments of Paragraph 50 (:onstitute legal conclusions to which no response is required. By way of further answer, the averments are specifically denied and proof is demand. 51. Denied. The averments of Paragraph 51 constitute legal conclusions to which no response is required. By way of further answer, the averments are specifically denied and proof is demand. WHEREFORE, Plaintiffs Robert S. Lehman and Ketha M. Lehman, his wife, respectfully request that judgment be entered in their favor and against Defendants R J. Shultz Enterprise, Inc. and Richard J. Shultz, Jr. By: s, EsqUl Attorney ID No. 52654 Attorney for Plaintiff Commt:rce Towers - 10'h Floor 300 North Second Street Post Office Box 62003 Harrisburg, PA 17106-2003 (717) 920-8100 Date: Marc)lL,2004 2 CERTIFICATE OF SERVICE AND NOW, this J1J!day of March, 2004, I, Karen S. Coates, Esquire, hereby certify that I served a true an correct copy of the foregoing Plaintiffs' Reply to New Matter of Defendants by first class mail, postage pre-paid, at Harrisburg, Pennsylvania, addressed to the following persons at the following addresses: Charles E. Petrie, Esquire 3528 Brisban Street Harrisburg,PA 17111 Attorney for Defendants 3 . 0 ....., C::.l 0 C = " ?": "'- -::.11.',() "". -< -U ::T: f,l:, ' n1::D :.?~T :;Q , 71-- I -om U).-' :o? , ~1C) ~::: 0f C: i:l :-C::~: ::rt: O~~, C' ->(,) 5; c:: ?')fTI .;" '. '- =< Ul :'.0 .:;;- ~: IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY ROBERT S. LEHMAN, and KETHA M. LEHMAN, his wife, Plaintiffs No. 04-651 CIVIL TERM CIVIL ACTION-LAW v. R.J. SHULTZ ENTERPRISE, INC., and RICHARD J. SHULTZ, JR., Defendants JURY TRIAL DEMANDED CERTIFICATE PREREQUISITE TO SERVICE OF SUBPOENA PURSUANT TO Pa.R.C.P. 4009.22 As a prerequisite to service of subpoena for documents and things pursuant to Pa.R.C.P. 4009.22, Plaintiffs certify that: (1) a notice of intent to serve the subpoena with a copy ofthe subpoena attached thereto was mailed or delivered to the Defendant at least 20 days prior to the date on which the subpoena was sought to be served. (2) a copy of the notice of intent, including the proposed subpoena, is attached to this certificate; (3) no objection to the subpoena has been received; and (4) the subpoena which will be served is identical to thl<l'ubpoena which is attached to the notice of intent to serve subpoena. ' Karen . Co , Esquire L Y, HOFFMAN & GODUTO LLP Commerce Towers - lOth Floor 300 North Second Street P.O. Box 62003 Harrisburg, PA 17106-2003 (717) 920-8100 Attorney for Plaintiffs Dated: June l, 2004 IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY ROBERT S. LEHMAN, and KETHA M. LEI-I:MAN, his wife, Plaintiffs No. 04-651 CIV1L TERM CIVIL ACTION-LAW v. R.J. SHULTZ ENTERPRISE, INC., and RICHARD J. SHULTZ, JR., Defendants JURY TRIAL DEMANDED NOTICE OF INTENT TO SERVE SUBPOENA TO PRODUCE DOCUMENTS AND THINGS FOR DISCOVERY PURSUANT TO Pa.R.c.P, 4009.21 TO: Richard J. Shultz c/o Charles Petrie, Esquire 3528 Brisban Street Harrisburg, P A 17111 Plaintiffs intend to serve a subpoena identical to the one attached to this notice. You have twenty (20) days from the date listed below in which to file of record and serve upon the undersigned an objection to the subpoena. If no objection is made, the subpoena will be served. DATE: May 1..2-, 2004 / I( (""-"'0 j /.' ....,J LA'~C~' 5 / / r.,..:.-..s. Karen S. Coates, Esquire KELL Y, HOFFMAN & GODUTO LLP th Comm<:rce Towers - 10 Floor 300 North Second Street P.O. Box 62003 Harrisburg, PA 17106.2003 (717) 920-8100 ,<.I Attorney for Plaintiffs CC'I.li,~,C~j""/::.\'L;H OF PE:~~1S';'L").::',ij;;" CQU!'lTY OF CUl.\BEF,LA~;D ROBERT S. LEHMAN and KETHA M. LEHMAN, his wife, plaintiffs v. F,i," ,J'e, 04-651 Civil Term R. J. SHULTZ ENTERPRISE, INC., and RICHARD J. SHULTZ, JR., Defendants SUBPOENA TO PRODUCE DOCUMENTS OR THINGS FOR DISCOVERY PURSUANTTO RULE 4009.22 TO Wolfe & Shearer, 33 S. pitt Street, Carlilsle, PA 17013 (Name oj Person or Entity) WlIh in twenty (20) days after service of this subpoena, you are orderE,d by the cour' to produce the following documents or things: (see attached) at Law Offices of Kelly, Hoffman & Goduto LLP, Commerce Towers - lOth Floor, 300 N. 2nd street, Harrisburg, PA(Address) 17101 You may deliver or mail legible copies of the documents or produce things requested by this subpoena, together With the certificate of compliance. to the party making this request at the address listed above. You have the right to seek in advance the reasonable cost of preparing the copies or producing the things sought. If yo u fail to produce the documents orthings required by this subpoena within twenty (20) days after its service, the party serving this subpoena may seek a court order compelling you to comply with it. THIS SUBPOENA WAS ISSUED AT THE REQUEST OF THE FOllOWING PERSON: Name Karen S. Coates, Esquire Address: 300 North Second Street P.O. Box 62003, Harrisburg, PA 17106-2003 Telephone (717) 920-8100 Sup reme Court :0 ~ 52654 ;l,ttOrnev FJr' plaintiffs cutl~ _ _ C1..."2..'fkD,;).a;ii-------- Se3\ ,:)f the Court _, -H E ;-=: L~~U F',-;- {,1 e J<:(!~,,~3~~{~,i =~;~, ,-.~~.7?7~_C, {J.. Dr.p\!t'/ Ell ."-\ " Sl'BPOENA TO PRODUCE DOCUMENTS OR THINGS FOR DISCOVERY PURSUA:"IT TO Pa.R.C.P,4009.22 TO: WOLFE & SHEARER Within twenty (20) days after service of this subpoena, you are ordered by the Court to produce the following documents or things: (1) Any and all correspondence, notes, memoranda, electronic communications or other documents which in any way discuss, or pertain to Wolfe & Shearer's involvement with the Village of Colonial Peddler's property on behalf of Plaintiffs and/or Defendants for the five year period preceding the sale of the property to Giant Food Stores in September, 2003. (2) Any and all commercial and residential leases in which Wolfe & Shearer was involved in negotiating, drafting, procuring and/or securing for premises located within the Village of Colonial Peddlers, from 1999 to 2003. (3) Any and all correspondence, notes, memoranda, electronic communications or other documents pertaining to negotiations, proposed offers of sale, and lor sales agreements relating to the Village of Colonial Peddlers property from 1999 to 2003. (4) Any and all correspondence, notes, memoranda, electronic communications and other documents pertaining to the sale of the Village of Colonial Peddlers property to Giant Foods in September, 2003, including but not limited to negotiations, proposals, confldentiality agreements and all documents generated in conjunction with the transaction. (5) Any and all correspondence, notes, memoranda, electronic communications, contracts, engagement letters, agreements and/or documents pertaining to any and all services provided by Wolfe & Shearer to Defendants R.J. Shultz Enterprise and! or Richard J. Shultz with respect to the Village of Colonial Peddlers property from 1999 to 2003. i 6) Any and all correspondence, notes, memoranda, electronic communications, contracts, engagement letters, agreements and/or documents pertaining to any and all services provided by Wolfe & Shearer to Plaintiffs Robert S. Lehman and Ketha M. Lehman with respect to their lease of the premises at 100 Shady Lane in February, 2003. CERTIFICATE OF SERVICE~ ~ff On this L day of May, 2004, I, Karen S. Coates, Esquire, of the law t'irm of Kelly, Hotlman & Godu10 LLP, hereby certify that a true and correct copy of the foregoing Notice of Intent to Serve Subpoena to Produce Documents and Things for Discovery Pursuant to Pa.R.c.P. 4009.21 was served on the following persons, at their respective addresses, by depositing the same in the United States Mail, first class, postage prepaid at Harrisburg, Pennsylvania, as follows: Richard J. Shultz c/o Charles Petrie, Esquire 3528 Brisban Street Harrisburg, PAl 7111 /J .' /' '"_ i(' J. _.~~? ~'7C' \ / .....'--""".--7... ': ';"N Karen S. Coates, Esquire /' >2 ...., 0 c::"".;} c,;.::;> 'n :.-~ ....- -I c_ -1' c: nifP- :;;;,:: -n en I -~ 0 -" GO 0 , ,-' ...\ --' :1:. '-T. ~.':'r" --'1 -"," ';'~~ C,:') ?l"n - ( '-.~ :;-~ ':>- ---'I ,,' ~.u -< N -.,':.: IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY ROBERT S. LEHMAN, and KETHA M, LEHMAN, his wife, Plaintiffs No. 04-651 CIVIL TERM v. CIVIL ACTION-LAW R.J, SHULTZ ENTERPRISE, INC., and RICHARD J. SHULTZ, JR., Defendants JURY TRIAL DEMANDED MOTION TO COMPEL DEFENIJiANTS TO RESPOND TO PLAINTIFFS' FIRST REOUEST FOR PRODUCTION OF DOCUMENTS AND NOW, comes the Plaintiffs Robert S. Lehman and Ketha M, Lehman, his wife, by and through their attorney, Karen S. Coates, Esquil1e, and file the within motion seeking to compel Defendants to respond to Plaintiffs' First Request for Production of Documents and in support thereof, aver as follows: I. Plaintiffs Robert S. Lehman and Ketha M. Lehman commenced this action by filing a Complaint on February 17,2004. 2. Plaintiffs' claims arise out of a Commercial Lease entered into on February 1,2003 for premises previously owned by the Defendants, which premises were sold shortly after Plaintiffs assumed occupancy. In this action, Plaintiffs seek to recover damages for breach of contract and unjust enrichment. 3. On May 5, 2004, Plaintiffs served Defendants with a Request for Production of Documents. A true and correct copy of the Request is attached hereto as Exhibit "A," 4. Pursuant to Pa,RCiv.P. 4009.12, Defendants were required to respond to the Request for Production within thirty (30) days of service, 5. When Defendants failed to respond to the Rtlquest for Production, Plaintiffs' counsel wrote to Defendants' counsel noting that the discovery responses were still outstanding and requesting that the documents be produced within ten (10) days. A true and correct copy of the June 17, 20041etter is attached hereto as Exhibit "B," 6. As of July 12,2004, Plaintiffs' Request for Production has been outstanding for more than sixty (60) days and Defendants (a) have not requested an extension of time within which to respond to Plaintiffs' reasonable discovery requests; (b) have not filed answers or objections; and (c) have not produced documents responsive to the requests. 7. The documents requested by Plaintiffs are re11~vant to the subject matter involved in the pending action and information sought is calc:ulated to lead to the discovery of admissible evidence. Moreover, Defendants have not asserted any privilege nor have Defendants interposed any objections to production. 8. Plaintiffs seek an order mandating that Defendants produce all documents responsive to Plaintiffs' Request for Production within ten (10) days and the imposition of an appropriate sanction in the event Defendants fail to comply. WHEREFORE, Plaintiffs Robert S. Lehman and Ketha M. Lehman respectfully request that this Honorable Court order Defendants RJ. Shult~ Enterprise, Inc, and Richard], Shultz to answer Plaintiffs Request for Productiion and produce all documents responsive thereto within ten (10) days or suffer sanctions., en S. C , Esquire Attorney ID No, 52654 2215 Forest Hills Drive Suite 37 Harrisburg, PA 17112 (717) 541-8299 Attorney for Plaintiffs DATE: July 12,2004 KELLY. HOFFMAN & GODUTO LLP ATTORNEYS AT LAW COMMERCE TOWERS - 10 TIl FLOO': 300 NORTH SECOND STREET, HARRISBURG, PA 17101 POST OFFICE Box 62003, flARRlSBURG, PA 17106-2003 TELEPHONE (717) 920-8100 FACSIMILE (717) 920-0691 Karen S. Coates Extension 116 kcoates@khgllp.com May 5, 2004 Charles E. Petrie, Esquire 3528 Brisban Street Harrisburg, P A 17111 Re: Lehman v. R. J. Shultz Enterprise, Inc., et al. No. 04-00651 - Cumberland County Court of Common Pleas Dear Mr. Petrie: Enclosed please find Plaintiffs' Request for Production of Documents addressed to Defendants R. J. Shultz Enterprise, Inc. and Richard J. Shultz, Jr. Should you have any questions, please do not hesitate to call. Very truly yours, / . f //-- i,r . .._:' ,', j ~,,, .:.c... __<.. / (.. ...... "'h--r-: '_., " I.< J }..., , J /(,.'- KSC/jaa Enclosure Karen S. Coates cc: Robert S. and Ketha M. Lehman (w/enc.) /f' ' /) fk!lI~/I 'II IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY ROBERT S. LEHMAN, and KETHA M. LEHMAN, his wife, Plaintiffs No. 04-651 CIVIL TERM v. CIVIL ACTION-LAW R.J. SHULTZ ENTERPRISE, INC., and RICHARD J. SHULTZ, JR, Defendants JURY TRIAL DEMANDED REOUEST FOR PRODUCTION OF DOCUMENTS TO: R.J. Shultz Enterprise, Inc. Richard J. Shultz, Jr. c/o Charles E. Petrie, Esquire 3528 Brisban Street Harrisburg, PA 17111 Pursuant to the Pennsylvania Rules of Civil Procedure:, Plaintiffs Robert S. Lehman and Ketha M. Lehman request Defendants to supply within thirty (30) days the originals or authentic and legible copies of the documents and things hereinafter identified to the offices of Kelly, Hoffman & Goduto LLP, Commerce Towers, 10th Floor, 300 North Second Street, Harrisburg, Pennsylvania 17101. This Request for Production of Documents shall be deemed to be continuing in nature so as to require the production of further documents obtained between the date this present request is responded to and the date of trial, or such earlier time as the Court in this case may fix as the deadline for the production of documents which are to be used or will be usable at the time of the trial of this case. I. INSTRUCTIONS 1. In answering these Requests for Production of Documents, the respondent shall furnish all information available at the time of answering, including information in the possession of any and all representatives, agents, or attorneys and shall supplement the responses whenever necessary in accordance with the Pennsylvania Rules of Civil Procedure. 2. Each Request for Production of Documents shall be answered separately and as completely as possible. The fact that investigation is continuing or that discovery is not yet completed shall not be reason for failure presently to answer each request as fully as possible. 3. If any form of privilege or other protection from disclosure is claimed as a ground for withholding responsive information, respondent shall set forth each and every fact supporting the claim with sufficient specificity to permit full determination by the court as to whether the claimed privilege or protection is valid. With respect to a document regarding which a privilege or protection is claimed, a respondent shall set forth that document's name, date of creation, identification of the author and all other information required for identification of the document without revealing the information for which the privilege or the protection from the disclosure is claimed. 4. For the purposes of these discovery request, the singular form shall include the plural, and vice versa; the masculine form shall include the feminine, and vice versa; and the words "and" and "or" shall be construed conjunctively or disjunctively, whichever construction is required in order for the request to have its broadest interpretation. 5. "Person" shall mean, without limitation, any natural person, corporation, partnership, limited partnership, association, joint venture or arty other business entity,t organization, firm, or arrangement or any other type of person. 2 6. "Document" or "documents" shall mean all written or printed matter of any kind, including the originals and all non-identical copies thereof, whether different from the originals by reason of any notation made on such copies or otherwise, including without limitation minutes, agendas, contracts, agreements, reports, summaries, inter-office and intra-office communications, offers, notations of any sort of conversations, diaries, appointment books or calendars, teletypes, telefax, thermafax, confirmations, computer data (including information of programs stored in a computer, whether or not ever printed out or displayed), and all drafts, alterations, modifications, changes and amendments of any of the foregoing, and all graphic or manual records or representations of any kind, including without limitation photographs, microfiche, microfilm, videotape, records, and motion pictures, and electronic, mechanical or electric records or representations of any kind, including without limitation tapes, cassettes, discs, magnetic cards, and recordings. 7. "Identify", when applicable to a document, shall mean to state: (a) the title of the document and any distinguishing file or department number assigned thereto; (b) the date the document was originally prepared or created; (c) the identification of the author, creator, sender and/or originator of the document; (d) identification of all persons to whom the document was sent, directed or addressed, and identification of all persons who are in possession of the original and any copy of the docmnent; (e) identification of the present custodian of the document; (f) the present location of the document. 3 8. "IdentifY", when applicable to a person, shall mean to state: (a) the person's full name; (b) The person's present and/or last known address and telephone number; (c) an identification of the person's present and/or last known employer; (d) an identification of the person's present and/or last known title or position of employment. 4 II. DOCUMENTS AND THINGS REOUESTED I. Any and all correspondence, notes, memoranda, electronic communications or other documents which in any way discuss, or pertain to sale of the Village of Colonial Peddler's property for the five year period preceding the sale of the property to Giant Food Stores in September, 2003. 2. Any and all commercial and residential leases entered into by Defendant(s) for the space located within the Village of Colonial Peddlers, from 2000 to 2003. 3. Any and all correspondence, notes, memoranda, electronic communications or other documents pertaining to negotiations, proposed offers of sale, and lor sales agreements relating to the Village of Colonial Peddlers property from 1999 to 2003. 4. Any and all correspondence, notes, memoranda, electronic communications and other documents pertaining to the sale of the Village of Colonial Peddlers property to Giant Foods in September, 2003, including but not limited to negotiations, proposals, confidentiality agreements and all documents generated in conjunction with 1he transaction. 5. Any and all correspondence, notes, memoranda, electronic communications, contracts, engagement letters, agreements and/or documents pertaining to any and all services provided by Wolfe & Shearer to Defendants RJ. Shultz Entel]orise and/or Richard J. Shultz with respect to the Village of Colonial Peddlers property from 1999 to 2003. 6. Any and all correspondence, notes, memoranda, electronic communications, and documents pertaining to the execution of the Commercial Lease entered into between Plaintiffs and Defendants on or about February I, 2003 for space within the Village of Colonial Peddlers, including its condition prior to entry into the lease, negotiations occurring prior to execution of the lease, and all representations made by Defendants with respect to these premises. 5 7. Any and all documents in support of Defend,mts' contention (in Paragraph 4 of their Answer to the Complaint) that R.J. Shultz Enterprises was the owner of the Village of Colonial Peddlers and that Richard J. Shultz, Jr. did not possess any ownership interest. 8. Any and all documents in support of Defendants' contention (in Paragraph 5 of their Answer to the Complaint) that R.J. Shultz Enterprises was the owner and operator of all but one of the shops containing gifts and collectibles and that Rkhard J. Shultz, was not the operator of said premises. 9. Any and all documents relating to the shut down of the Peddler's Courtyard Cafe by the Pennsylvania Department of Agriculture, Bureau of Food Safety and Laboratory Services in June, 2002 and all documents in support of Defendants' contention that the shut down was only for "one or two days" (as alleged in Paragraph 8 of their Answer to the Complaint). 10. Any and all documents pertaining to inspections performed by the Pennsylvania Department of Agriculture, Bureau of Safety and Laboratory Services in 2002. 11. Any and all documents relating to Wolfe & Shearer's involvement with Defendants and the Village of Colonial Peddlers between 1999 and 2003. 12. Any and all documents relating to negotiations, offers of sale, proposals and/or communications made by or on behalf of the Defendants, with Giant Food Stores regarding the Village of Colonial Peddlers property between 1999 and 2003. 6 DUTO LLP j /' Date: May 2, 2004 aren S. Coates, uire Attorney ID No. 52654 Attorney for Plaintiff Commerce Towers - lOth Floor 300 North Second Street Post Office Box 62003 Harrisburg, PA 17106-2003 (717) 920-8100 Attorneys for Plaintiffs 7 CERTIFICATE OF SERVICE "t/I- AND NOW, this :.t day of May 2004, I, Karen S. Coates, Esquire, hereby certify that I served a true an correct copy of the foregoing Request for Production of Documents by first class mail, postage pre-paid, at Harrisburg, Pennsylvania, addressed to the following persons at the following addresses: Charles E. Petrie, Esquire 3528 Brisban Street Harrisburg, PA 17111 Attorney for Defendants .~" 8 KELLY. HOFFMAN & GODUTO LLP ATTORNEYS AT LAW COMMERCE TOWERS - 10'" FLOOR 300 NORTH SECOND STREET, HARRISBURG, PA 17101 POST OFFICE Box 62003, HARluSBURG, PA 17106-2003 TELEPHONE (717) 920-81 00 FACSIMILE (717) 920-0691 Karen S. Coates Extension 116 kcoates@khgllp,com June 17,2004 Charles E. Petrie, Esquire 3528 Brisban Street Harrisburg, P A 17111 Re: Lehman v. R. J. Shultz Enterprise, Inc., et aI. No. 04-00651 - Cumberland County Court of Common Pleas Dear Mr. Petrie: On May 5, 2004, we forwarded a Request for Production of Documents to Defendants R.J. Shultz Enterprise, Inc. and Richard J. Shultz, Jr. Over thirty (30) days have elapsed and we have not yet received a response. Please be advised that if the documents are not forthcoming within the next ten (10) days, we will be filing a Motion to Compel. KSC/jaa cc: Robert S. and Ketha M. Lehman l' K /1 I A II ,I t3 I) CERTIFICATE OF SERVICE AND NOW, this 12th day of July, 2004, I, Karen S. Coates, Esquire, hereby certify that I served a true and correct copy of the foregoing Motion to Compel Defendants' Responses to Plaintiffs' Request for Production of Documents, by first class mail, postage pre-paid, at Harrisburg, Pennsylvania, addressed to the following: Charles E. Petrie, Esquire 3528 Brisban Street Harrisburg, P A 17111 -, c-;;., <;:2 o 'Tl ,.., ~iTI -orn z.qX :-::l~,J ~4\f~ '~rJ < C__. c~ i'-- Ul -";~J 1",' c'1 CO IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY ROBERTS. LEHMAN, and KETHA M, LEHMAN, his wife, Plaintiffs No. 04-651 CIVIL TERM v. CIVIL ACTION-LAW RJ. SHULTZ ENTERPRISE, INC., and RICHARD J. SHULTZ, JR, Defendants JURY TRIAL DEMANDED MOTION TO COMPEL DEFENDANTS TO RESPOND TO PLAINTIFFS" FIRST REOUEST FOR PRODUCTION OF DOCUMENTS AND NOW, comes the Plaintiffs Robert S, Lehman and Ketha M. Lehman, his wife, by and through their attorney, Karen S. Coates, Esquire, and file the within motion seeking to compel Defendants to respond to Plaintiffs' First Request for Production of Documents and in support thereof, aver as follows: 1. Plaintiffs Robert S, Lehman and Ketha M, Lehman commenced this action by filing a Complaint on February 17,2004. 2. Plaintiffs' claims arise out of a Commercial Lease entered into on February 1,2003 for premises previously owned by the Defendants, which premises were sold shortly after Plaintiffs assumed occupancy. In this action, Plaintiffs seek to recover damages for breach of contract and unjust enrichment. 3. On May 5, 2004, Plaintiffs served Defendarlts with a Request for Production of Documents. A true and correct copy of the Request is attached hereto as Exhibit "A." 4. Pursuant to Pa.RCiv.P. 4009.12, Defendants were required to respond to the Request for Production within thirty (30) days of service. 5, When Defendants failed to respond to the Request for Production, Plaintiffs' counsel wrote to Defendants' counsel noting that the discovery responses were still outstanding and requesting that the documents be produced within ten (10) days. A true and correct copy of the June 17, 2004 letter is attached hereto as Exhibit "B." 6. As of July 12, 2004, Plaintiffs' Request for Production has been outstanding for more than sixty (60) days and Defendants (a) have not requested an extension of time within which to respond to Plaintiffs' reasonable discovery requests; (b) have not filed answers or objections; and (c) have not produced documents responsive to the requests. 7, The documents requested by Plaintiffs are re:1evant to the subject matter involved in the pending action and information sought is calculated to lead to the discovery of admissible evidence, Moreover, Defendants have not asserted any privilege nor have Defendants interposed any objections to production. 8. Plaintiffs seek an order mandating that Defendants produce all documents responsive to Plaintiffs' Request for Production within ten (10) days and the imposition of an appropriate sanction in the event Defendants fail to comply, WHEREFORE, Plaintiffs Robert S. Lehman and Ketha M. Lehman respectfully request that this Honorable Court order Defendants RJ, Shultz Enterprise, Inc. and Richard J. Shultz to answer Plaintiffs Request for Production and produce all documents responsive thereto within ten (10) days or suffer sanctions. DATE: July 12, 2004 en S. C , Esquire Attorney ID No, 52654 2215 Forest Hills Drive Suite 37 Harrisburg, PA 17112 (717) 541-8299 Attorney for Plaintiffs KELLY , HOffMAN & GODUTO LLP ATTORNEYS AT LAW COMMERCE TOWERS _10'" FLOOR 300 NORTH SECOND STREET, HARRISBURG, P A 17101 POST OFFICE Box 62003, HARRISBURG, P A 17106-2003 TELEPHONE (717) 920-8100 FACSIMILE (717) 920-0691 Karen S. Coates Extension 116 kcoates@khgllp.com May 5, 2004 Charles E. Petrie, Esquire 3528 Brisban Street Harrisburg, P A 17111 Re: Lehman v. R. J. Shultz Enterprise, Inc., et ~ll. No. 04-00651 - Cumberland County Court of Common Pleas Dear Mr. Petrie: Enclosed please find Plaintiffs' Request for Production of Documents addressed to Defendants R. J. Shultz Enterprise, Inc. and Richard J. Shultz" Jr. Should you have any questions, please do not hesitate to call. Very truly yours, I 1,.-, . ,,' J I \..._ ""...."... it.. ' ,....,.L.. . ':7 ",' J 'k.o~ I ./ (.f Karen S. Coates KSC/jaa Enclosure cc: Robert S. and Ketha M. Lehman (w/enc.) /f' 1 /) f)(H/~1I I/) IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY ROBERT S. LEHMAN, and KETHA M. LEHMAN, his wife, Plaintiffs No. 04-651 CIVIL TERM v. CIVIL ACTION-LAW R.J. SHULTZ ENTERPRISE, INC., and RICHARD J. SHULTZ, JR, Defendants JURY TRIAL DEMANDED REQUEST FOR PRODUCTION OF DOCUMENTS TO: RJ. Shultz Enterprise, Inc. Richard J. Shultz, Jr. c/o Charles E. Petrie, Esquire 3528 Brisban Street Harrisburg, P A 17111 Pursuant to the Pennsylvania Rules of Civil Procedure, Plaintiffs Robert S. Lehman and Ketha M. Lehman request Defendants to supply within thirty (30) days the originals or authentic and legible copies of the documents and things hereinafter identified to the offices of Kelly, Hoffman & Goduto LLP, Commerce Towers, 10th Floor, 300 North Second Street, Harrisburg, Pennsylvania 17101. This Request for Production of Documents shall be d'eemed to be continuing in nature so as to require the production of further documents obtained b'etween the date this present request is responded to and the date of trial, or such earlier time as the Court in this case may fix as the deadline for the production of documents which are to be used or will be usable at the time of the trial of this case. I. INSTRUCTION~ I. In answering these Requests for Production of Documents, the respondent shall furnish all information available at the time of answering, induding information in the possession of any and all representatives, agents, or attorneys and shall supplement the responses whenever necessary in accordance with the Pennsylvania Rules of Civil Procedure. 2. Each Request for Production of Documents shall be answered separately and as completely as possible. The fact that investigation is continuing or that discovery is not yet completed shall not be reason for failure presently to answer each request as fully as possible. 3. If any form of privilege or other protection from disclosure is claimed as a ground for withholding responsive information, respondent shall set forth each and every fact supporting the claim with sufficient specificity to permit full determination by the court as to whether the claimed privilege or protection is valid. With respect to a doeument regarding which a privilege or protection is claimed, a respondent shall set forth that document's name, date of creation, identification of the author and all other information required for identification of the document without revealing the information for which the privilege or the protection from the disclosure is claimed. 4. For the purposes of these discovery request, the singular form shall include the plural, and vice versa; the masculine form shall include the feminine, and vice versa; and the words "and" and "or" shall be construed conjunctively or disjlillctively, whichever construction is required in order for the request to have its broadest interpretation. 5. "Person" shall mean, without limitation, any natural person, corporation, partnership, limited partnership, association, joint venture or any other business entity, organization, firm, or arrangement or any other type of person. 2 6. "Document" or "documents" shall mean all written or printed matter of any kind, including the originals and all non-identical copies thereof, whether different from the originals by reason of any notation made on such copies or otherwise, including without limitation minutes, agendas, contracts, agreements, reports, summaries, inter-office and intra-office communications, offers, notations of any sort of conversations, diaries, appointment books or calendars, teletypes, telefax, thermafax, confirmations, computer data (including information of programs stored in a computer, whether or not ever printed out or displayed), and all drafts, alterations, modifications, changes and amendments of any of the foregoing, and all graphic or manual records or representations of any kind, including without limitation photographs, microfiche, microfilm, videotape, records, and motion pictures, and electronic, mechanical or electric records or representations of any kind, including without limitation tapes, cassettes, discs, magnetic cards, and recordings. 7. "IdentifY", when applicable to a document, shall mean to state: (a) the title of the document and any distinguishing file or department number assigned thereto; (b) the date the document was originally prepared or created; (c) the identification of the author, creator, sender and/or originator of the document; (d) identification of all persons to whom the document was sent, directed or addressed, and identification of all persons who are in possession of the original and any copy of the document; (e) identification of the present custodian of the document; (f) the present location of the document. 3 8. "Identify", when applicable to a person, shall mean to state: (a) the person's full name; (b) The person's present and/or last known address and telephone number; (c) an identification of the person's present and/or last known employer; (d) an identification of the person's present and/or last known title or position of employment. 4 II. DOCUMENTS AND THINGS REOUESTED I. Any and all correspondence, notes, memoranda, electronic communications or other documents which in any way discuss, or pertain to salt: of the Village of Colonial Peddler's property for the five year period preceding the sale of the property to Giant Food Stores in September, 2003. 2. Any and all commercial and residential leases entered into by Defendant(s) for the space located within the Village of Colonial Peddlers, from :2000 to 2003. 3. Any and all correspondence, notes, memoranda, electronic communications or other documents pertaining to negotiations, proposed offers of sale, and lor sales agreements relating to the Village of Colonial Peddlers property from 1999 to 2003. 4. Any and all correspondence, notes, memoranda, electronic communications and other documents pertaining to the sale of the Village of Colonial Peddlers property to Giant Foods in September, 2003, including but not limited to negotiations, proposals, confidentiality agreements and all documents generated in conjunction with the transaction. 5. Any and all correspondence, notes, memoranda, electronic communications, contracts, engagement letters, agreements and/or documents pertaining to any and all services provided by Wolfe & Shearer to Defendants R.J. Shultz Entt:rprise and/or Richard J. Shultz with respect to the Village of Colonial Peddlers property from 1999 to 2003. 6. Any and all correspondence, notes, memoranda, electronic communications, and documents pertaining to the execution of the Commercial Lease entered into between Plaintiffs and Defendants on or about February 1,2003 for space within the Village of Colonial Peddlers, including its condition prior to entry into the lease, negotiations occurring prior to execution of the lease, and all representations made by Defendants with respect to these premises. 5 7. Any and all documents in support of Defendants' contention (in Paragraph 4 of their Answer to the Complaint) that RJ. Shultz Enterprises was the owner of the Village of Colonial Peddlers and that Richard J. Shultz, Jr. did not possess any ownership interest. 8. Any and all documents in support of Defendants' contention (in Paragraph 5 of their Answer to the Complaint) that R.J. Shultz Enterprises was the owner and operator of all but one of the shops containing gifts and collectibles and that Richard J. Shultz, was not the operator of said premises. 9. Any and all documents relating to the shut down of the Peddler's Courtyard Cafe by the Pennsylvania Department of Agriculture, Bureau of Food Safety and Laboratory Services in June, 2002 and all documents in support of Defendants' contention that the shut down was only for "one or two days" (as alleged in Paragraph 8 of their Answer to the Complaint). 10. Any and all documents pertaining to inspections performed by the Pennsylvania Department of Agriculture, Bureau of Safety and Laboratory Services in 2002. II. Any and all documents relating to Wolfe & Shearer's involvement with Defendants and the Village of Colonial Peddlers between 1999 and 2003. 12. Any and all documents relating to negotiations, offers of sale, proposals and/or communications made by or on behalf of the Defendants, with Giant Food Stores regarding the Village of Colonial Peddlers property between 1999 and 2003. 6 Respectfully sUQfl1itted, aren S. Coates, uire Attorney ID No. 52654 Attorney for Plaintiff . th Commerce Towers - 10 Floor 300 North Second Street Post OfJ1ce Box 62003 Harrisburg, PA 17106-2003 (717) 920-8100 /'" Date: May 2, 2004 Attorneys for Plaintiffs 7 CERTIFICATE OF SERVICE _"tIt-- AND NOW, this ~ day of May 2004, I, Karen S. Coates, Esquire, hereby certify that I served a true an correct copy of the foregoing Request for Production of Documents by first class mail, postage pre-paid, at Harrisburg, Pennsylvania, addressed to the following persons at the following addresses: Charles E. Petrie, Esquire 3528 Brisban Street Harrisburg, PA 17111 Attorney for Defendants 8 KELLY. HOFFMAN & GODUTO UP ATTORNEYS AT LAW COMMERCE TOWERS - 10'" FLOOR 300 NORTH SECOND STREET, HARRISBURG, PA 17101 POST OFFICE Box 62003, HARRISBURG, P A 17106-2003 TELEPHONE (717) 920-8100 FACSIMILE (717) 920-0691 Karen S. Coates Extension 116 kcoates@khgllp.com June 17, 2004 Charles E. Petrie, Esquire 3528 Brisban Street Harrisburg, PAl 7111 Re: Lehman v. R. J. Shultz Enterprise, Inc., et 211. No, 04-00651 - Cumberland County Court of Common Pleas Dear Mr. Petrie: On May 5, 2004, we forwarded a Request for Production of Documents to Defendants R.J. Shultz Enterprise, Inc. and Richard J. Shultz, Jr. Over thirty (30) days have elapsed and we have not yet received a response. Please be advised that if the documents are not forthcoming within the next ten (10) days, we will be filing a Motion to Compel. KSC/jaa , I /!~ I cc: Robert S. and Ketha M. Lehman t K /11 A II ,I t3 I) CERTIFICATE OF SERVICE AND NOW, this 12th day of July, 2004, I, Karen S. Coates, Esquire, hereby certify that I served a true and correct copy of the foregoing Motion to Compel Defendants' Responses to Plaintiffs' Request for Production of Documents, by first class mail, postage pre-paid, at Harrisburg, Pennsylvania, addressed to the following: Charles E, Petrie, Esquire 3528 Brisban Street Harrisburg, P A 17111 ~, 0 c;=." c::,) " L. -.... ~ C:.: fi'l .,., r"- i':-o;. -0 fT1 --')0 c...n 6.1 -~.I ~,-:-.> -1:J i~r; ;:~ , ~;:\ d. r,,) . '~5 (<'1 . CD < ..v JUl 1 6 2004 V \ IN THE COURT OF COMMON F'LEAS CUMBERLAND COUNTY ROBERT S. LEHMAN, and KETHA M, LEHMAN, his wife, Plaintiffs No, 04..651 CIVIL TERM v. CIVIL ACTION-LAW RJ. SHULTZ ENTERPRISE, INC., and RICHARD J. SHULTZ, JR., Defendants JURY TRIAL DEMANDED ORDER ANDNOW,thisU....dayof ~....t..., , 2004, upon consideration of Plaintiffs' Motion to Compel Defendants to Respond to Plaintiffs' First Request for Production of Documents, it is hereby ORDERED that Plaintiffs' motion is GRANTED. ;4.~ Defendants shall pwviae anB'.\efS telbe ~u,",.it.J m.1tl plodlu.,"," au) a.ua &1 dU\.tWllvIitg ~ CVl) :tef}lQRsi\'e to the requests within ~R (10) days of service of this order. BY THE COURT: /ld ~.O~ 0: l}V o ,,-1 ,'\11\)n'~"" ~: ..:~':~~:--i:J S2 :8 [,\\1 921rnOOZ A\J\il.O>lC~AJ.Ct1d 3':11 ':10 j~)\:~.~()-(J:n\j IN THE COURT OF COMMON I"LEAS OF CUMBERLAND COUNTY, PENNiSYLVANIA .~i ROBERT S. LEHMAN and KETHA M. LEHMAN, his wife, Plaintiffs No. 04-651 CIVIL TERM vs. CIVIL ACTION - LAW R.J. SHULTZ ENTERPRISES, INC. and RICHARD J. SHULTZ, JR., Defendants JURY TRIAL DEMANDED RESPONSE TO PLAINTIFF'S MOTION TO COMPEL AND DEFENDANTS' NEW MATTER NOW COME the Defendants, R.J.SHULTZ ENTERPRISES, INC., and RICHARD J. SHULTZ, JR., by and through their attorney, Charles E. ,<- , Petrie, and respectfully respond to Plaintiffs' Motion to Compel Defendants to Respond to Plaintiff's First Request for Production of Documents as follows: I. Admitted. 2. Admitted. 3. Admitted. 4. Adrnitted. 5. Admitted. 6. Admitted. 7. Denied. Defendants are not in possession of any documents that have not heretofore been provided to Plaintiffs. 8. No responsive pleading required. NEW MATTER 9. Defendants hereby incorporate their answers to paragraphs 1 through 8 above as if fully set forth herein. 10. Attached hereto as Exhibit "A" is a list of documents provided to Plaintiffs by Wolfe and Shearer, Realtors. 11. Defendants are not in possession of any documents in addition to those provided to Wolfe and Shearer. Respectfully submitted, ~(L~ CHARLES .~. PETRIE 3528 Brisban Street Harrisburg, PA 17111 (717) 561-1939 Attorney for Defendants JUN-23-2004 11:12AM FROM-WOLFE' SHEARER REALTORS +T1124304T2 T-TII P.002/002 F-281 DOCUMENTSPERTADUNGTOCOLON~PEDDLERS . Consumer Notice signed by Mr. Shultz dated March 2002. . Listing Agreement to lease the restaurant space date:d 27 March 2002 w/ extension to March 2003. . Copy of Central Penn Multi1ist listing. . Flyer advertising restaurant. . Listing Agreement between Mr. Shultz and Wolfe &. Sbearer, dated Nov, 21, 2002, to sell Colonial Peddlers exclusively to Giant Foods with an expiration date of Dee 31, 2002 if a sale did not taJce place. o Listing Contract and sale negotiations with Giant terminated. . Letter of Intent dated January 24, 2003 from Lehmeill$ to Shultz Enterprises. . Copy of Restaurant Inventory. . Lease between Shultz Enterprise Inc. and Robert aII.d Ketba Lehman . Letter from Lehmans to Wolfe & Sbearer coneemiIlg leasing of additional space dated February 21, 2003.. . Listing Agreement between Mr. Shultz and Wolfe Ire Sbearer, dated May 20, 2003. to sell Colonial Peddlers exclusively to Giant Foods with an expiration date of July 31, 2003 if a sale did not take place. o Letter of offer from Giant Foods to Mr. Shultz dated June 5, 2003. . Agreement of Sale between Giant Foods and Shultl: Enterprise Inc. dated August 8. 2003. o Copy of Agenda for settlement dated September 24, 2003. . Copy of lease between Mr. Shultz and Giant Foods to lease back the property for a "Going out of Business Sale", also dated September 24. 2003. . Copy of Scttlemcnt Sheet for sale of Colonial Peddlers to Giant Foods dated September 24, 2003. EXHIBIT "A" IN THE COURT OF COMMON IPLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ROBERT S. LEHMAN and KETHA M. LEHMAN, his wife, Plaintiffs No. 04-651 CIVIL TERM vs. CIVIL ACTION - LAW R.J. SHULTZ ENTERPRISES, INC. and RICHARD J. SHULTZ, JR., Defendants JURY TRIAL DEMANDED CERTIFICATE OF SERVICE I certify that I sent a copy of the foregoing Reply to New Matter and Counterclaim to the Attorney for the Plaintiffs, Karen S. Coates, Esquire, at her offices at 2215 Forest Hills Drive, Harrisburg, Pennsylvania 17112, by U.S. First Class Mail, postage prepaid. ~~ [A-, CHARLES E. PETRIE ATIORNEY FOR DEFENDANTS 1"'<) l-:;-~,:" C~) ..0;- C) ~i I ..... f~i :.TJ rm :-~i rTl i'r :'~CJ ~'r: :!') , ~) . '..1 >;;~ C) ': Srn ~i'J --<; ,\.) :::-'.. I.f: (.,) o. IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY ROBERT S. LEHMAN, and KETHA M. LEHMAN, his wife, Plaintiffs No. 04-651 CIVIL TERM v. CIVIL ACTION-LAW R.J. SHULTZ ENTERPRISE, INC., and RICHARD J. SHULTZ, JR, Defendants JURY TRIAL DEMANDED PLAINTIFFS' REPLY TO NEW MA TTEIR SET FORTH IN DEFENDANTS' RESPONSE TO PLAINTIFFS' MOTION TO COMPEL AND NOW, come the Plaintiffs Robert S. Lehman and Ketha M. Lehman, his wife, by and through their attorney, Karen S. Coates, Esquir,e and file the following Reply to New Matter set forth in Defendants' Response to Plaintiffs' Motion to Compel: 9. No response required. 10. Admitted. II. Denied. It is specifically denied that Defendants are not in possession of any documents in addition to those provided by Wolfe & Shearer. By way of further reply, Plaintiffs Request for Production of Documents directed to the Defendants included additional items that were not requested in the subpoena issued to Wolfe & Shearer. Moreover, the requests directed to Mr. Shultz and RJ. Shultz Enterprise included documents which may only be in possession of the Defendants. This would include the documents sought in Request Numbers 2, 3, 6, 7, 8, 9 and 10. To date, although over twenty (20) days have elapsed since the Court entered its Order on July 26, 2004, Defendants have failed to respond to the Request for Production of Documents. If a formal response is not forthcoming within ten (10) days, Plaintiffs will file a Motion for Sanctions. DATE: August 16,2004 CERTIFICATE OF SERVICE AND NOW, this 16th day of August, 2004, I, Karen S. Coates, Esquire, hereby certify that I served a true and correct copy of the foregoing Reply to New Matter included in Defendants' Response to Plaintiffs' Motion Ito Compel, by first class mail, postage pre-paid, at Harrisburg, Pennsylvania, addressed to the following: Charles E. Petrie, Esquire 3528 Brisban Street Harrisburg,PA 17111 ,~ Karen S. Coates, Esquire r-~,' c::) C) ~;2 ~'\) -.l --,~ (',) 1') -J t IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ROBERT S. LEHMAN and KETHA M. LEHMAN, his wife, Plaintiffs No. 04-651 CIVIL TERM vs. CIVIL ACTION - LAW R.J. SHULTZ ENTERPRISES, INC. and RICHARD J. SHULTZ, JR., Defendants JURY TRIAL DEMANDED DEFENDANT'S RESPONSE TO PLAINTIFF'S REPLY TO NEW MATTER SET FORTH IN DEFENDANT'S RESPONSE TO PLAINTIFFS' MOTION TO COMPEL NOW COME the Defendants, R.J. SHULTZ ENTERPRISES, INC., and RICHARD J. SHULTZ, JR., by and through their attorney, Charles E. Petrie, and respond to Plaintiff's Reply to New Matter Set Forth in Defendant's Response to Plaintiffs' Motion to Compel and Defendant's New Matter as follows: 1. A copy of Defendant R.J. Shultz Enterprises, Inc.,'s deed to the premises is attached hereto is attached hereto. 2. A copy of a Lease between R.J. Shultz Enterprises, Inc., and , Robert S. Kirchner is attached hereto. Respectfully submitted, ~;-:~ CHARLES E. PETRIE 3528 Brisban Street Harrisburg, PA 17111 Attorney for Defendants IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ROBERT S. LEHMAN and KETHA M. LEHMAN, his wife, Plaintiffs No. 04-651 CIVIL TERM vs. CIVIL ACTION - LAW R.J. SHULTZ ENTERPRISES, INC. and RICHARD J. SHULTZ, JR., Defendants JURY TRIAL DEMANDED CERTIFICATE OF SERVICE I certify that I sent a copy of the foregoing DEFENDANT'S RESPONSE TO PLAINTIFF'S REPLY TO NEW MATTER SET FORTH IN DEFENDANT'S RESPONSE TO PLAINTIFFS' MOTION TO COMPEL to the Attorney for the Plaintiffs, Karen S. Coates, Esquire, at her offices at 2215 Forest Hills Drive, Harrisburg, Pennsylvania 17112, by U.S. First Class Mail, postage prepaid. {' ~ cA.-o CHARLES E. PETRIE ATTORNEY FOR DEFENDANTS AUIl-! 4-2003 01,!9A~ FROIHOLFE , SHEARER REAL WRS r " ~ , f. ;' \ I , " ,I;l:: it I' l:ji: ~: il'il: i. i. , ~ ',H\\. '",. ; J"\' .1.' \,:J'I" I :Io':! \. .';~l \!; . ,. 'I'" i :11";; . 11'!.I': i'i[I}; " .~1 ! 1J!, I,' ~ ~r.~' .:; ; t ..~ j " I'" " ~tfll h,~', , . '::i; : ":\1" \. : :i (~ . : I 'IJ i i'l' lli~ II . I l" \'I~ i'! .,1 '\: - ij'l i " ij 11;~ l~' I"~ I Jii ,Ii , "I~ ! I:,: I I. 'Ii ," , I~ ',I, J1. "I: .. '~b :'1 : ~ jI ;: ir ,d ", I: q ~l 'I ", It I ; :1 ;/ 1'1' I, , , i;~ : ~'g{\: ' .TI7Z4l0m HIT P,002l002 F-283 1this 3.attd .ctUElHlrtlcr fl. ucoun" 'fitS.. ClMIlRUItI e",n- rt""Ll"'lI d.~ .event:.y-four do1,L D' (lY14) ~-A- , Mode 1M I Hi_Ie... "u.,.drccl' ancf " I IId'.elI CIlAR\.ES II. STOllER and MAR'! E. STOm:a, 1\10 ..Ue, \ Well_vill.. York Cou~ty. PennsyLvan1a AND R.' J. SHULTZ ElftERPftISES INC.1. Pennsylvania CorpotaU having It. principal office in Kiddl..ex To""ship, C\IaIler-, land County, Pennsylv.nia. . 'UllmrJsrm. th.ti.c...i.w.l;..../ ONE II\INDREP TllEIITY-FIVE THWSAND AIlD _____________._____...___...._____________.___..__($125,000.00 in hnrltl pnid. the rrcripl11,hrrt'D/ i. Al't'cby flCIatO'I'Itd,..,J. tlH' ..id CI'Q,*t""a hrt.w" ,rant ,uu/conwl/ tta tire 141111 Grlm'<<, ita 8Uc:lCel.or. i! i ALL THAT CE&TAIN tract of land I togcu:her with the 1mpl'oveMdtt e~ected~ situace 1n Middlesex township, Cumberland van1', bounded and described a. follows, to w1t: BEGINNING at a point marked by a brad in the center of the pOI T-510, allo known '1 Shady Lane on the bridge over the Letotl thonce by the .enter line of .ald township rOld, Horth 21 de~ minutes West 188.85 f.et to , point; thence by the I... North dearees 12 minute. Welt 149.13 feet to << tJo1nt; thamce by thl North 32 desreea 18 minute. Wele 188.42 feet to a point; t~ now or late of lichard I. OID_niel South 52 degree, '7 m{nutn feet to 8 POlnCi thence still by lan4s now or late of 0'Dan1.1 de&r~.. 26 minutes East 421.31 feot to _ point: thence by 1... l.ee ol K. A. Wooda, No~th 60 desree. 51 minute. 30 second. ~ feet to a point; thene. .till by the same dorth 84 degree. 4' East 166.15 feet to a point, the PUc:e of BEGIIIHIIIG. CONTAINING 2.87 acres and having thereon e~ected . thr.e~.ta dwol1ing and shoppinS vil1ago, BEtKe tract B on a survey prepared by D. De.ember 29, 1967 Ind Hor.h 12, 1968, BEING the ....e premisea "hi.h Ri.hard E. O'Oan1el and Lois I. hio Wife, by their deed dated June 2, 1971 and ra.orded in COUdtl Deed Book C, Volume 24, Pag8 077, Branted and con_e78 ChaJ::le. H. Stoner snd Kary E. Stoner, hi. 111fet gt81\tOl"' her...' also the deed between the .ame parties r.co~ded 1n Cumber1." D.ed Book D, Volume 23, Plge 852. UNDER ANn SUBJSCl" to 8 certain twenty (20) loot .Aaitery ....... a. ree:orded in Cumbll!'tland County Ml.e:. Book 19;. rap 589. t't~"di4.tdJn _.. L(!Z~.N4.~ I o;.t. Cwwb. Co.. ,~.-"7 ~ c.m:"~' ~..IIH.'..':?.._.... $." 1....-- T....f.. ,... 00 ~~r;ff5~ "'~~~~~ I ~c..7__... 'l1s 'r'';$:_.... "'.~ ~ I ... 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',: . 21. .1'1111 ..clJ,,,1 pllltt)" do.. .I.n h...lty w.ive .n)" "l\cI,,1I .h.manrl lor 11"""'11"' nr th_ re"ll,u"i" ".o"i,).d '~r. .iI"_.. 0.1 t'UI d." clul or "n IIny "tI'lI!l' c'"y. ..,I"" 011 till lilInd ihlltf '" .11I .,., ...I'e. p1Ii1C41. .",11I ""<<It I1ml l'itc). d_m."d .....n ,... i._ " cpndj,ion Ib' r.~C''''''J'' .t 01 recoy"l'J' of P.,,,..IIiCln will,out lr.r.IJ) 1,,1)r:C'.. I., llY ",...nll el' .u.y CICf,un or p...c:ud1"I". ..,h""'Dc...~r. 22, The J!!!R"ee. hi. heirs. distributes, executnrtJ, Jettel repr'~s(,Hu,c:iYOB o~,;,.> I. Ras hlna shall not underlet, collect Or accept the occupancy of ony 01 her person' ,.,'. on the pre..iile.. Releaae of the leuee fro"" furLher porfon"anc" of ,lie 18&ae shall occur only on obuinins .the expre.. wriuen consont in wdti,,[~ lIy the.. Ieasor to any aasignment or underletinR. 23. Tenanr .Rre... that any incre..s.. in in.uranco rlltes reaulLjnl~ from on increase in exposure as a r..sult of the tennnt'" use of said prcml"".. shnll be borne by tenunt. 2~. Tenant agrees that uid promise. sh"ll be open, !ncl.ud;nc "nl ranees ~~d "" .."ite ~o a'ld froJ1l connect ill". ehoppes durlnn norm;>) blls;ne.. hour. IOU . ' ,.... eatabl18ho<l by tne MerChant~ A.Il0Clat!01l to Xlllcn tensnts ahsl) Iwlnnfl . '. IIml Day~ 1UI....lllBent ,"*,lI.2r"" I tDh",., ...,orltY.o lO"ii\hr.rs of M..rchanl" As~bclasion.. W''jCol~;;:''o .h;o"4; .r:~~~:;~'f.'L:~~' ;;,~',-;; ..~O~ 41~~~. I,', ~..~ lA&r&,1. e~~ ~~:''-'"'!'~~'~'h:.n...rITl~'~~''''~'!'~~':''''''''''''' ~~; ".. ;, 'l'~' ./,; , , " CQ "'..:: ,,-;-- '-'-.. ,;:;-- (-) '~;I :;:J ill " 1;"11 <~--j ,"') '-:.; " ( ~l .~r, '. i', ~ IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY ROBERT S. LEHMAN, and KETHA M. LEHMAN, his wife, Plaintiffs No. 04-651 CIVIL TERM v. CIVIL ACTION-LAW R.J. SCHULTZ ENTERPRISE, INC., And RICHARD J. SHULTZ, JR., Defendants JURY TRIAL DEMANDED CERTIFICATE PREREQUISITE TO SERVICE OF SUBPOENA PURSUANT TO Pa.R.C.P. 4009.22 As a prerequisite to service of subpoena for docwnents and things pursuant to Pa.R.C.P. 4009.22, Plaintiffs certify that: (1) a notice of intent to serve the subpoena with a copy of the subpoena attached thereto was mailed or delivered to the Defendants at least twenty (20) days prior to the date on which the subpoena was sought to be served ; (2) a copy of the notice of intent, including the proposed subpoena, is attached to this certificate; (3) no objection to the subpoena has been received; and (4) the subpoena which will be served is identical to the subpoena which is attached to the notice of intent to serve subpoen . aren S. Coates, 1 2215 Forest HiHs Drive Suite 37 Harrisburg, P A 17112 (717) 541-8299 Attorney for Plaintiffs DATE: December 1, 2004 ~ IN THE COURT OF COMMON PLEAS CUMBERlAND COUNTY ROBERT S. LEHMAN, and KETHA M. LEHMAN, his wife, Plaintiffs No. 04-651 CIVIL TERM v. CNIL ACTION-lAW RJ. SCHULTZ ENTERPRISE, INC. And RICHARD J. SHULlZ, JR., Defendants JURY'IRIAL DEMANDED NOTICE OF INTENT TO SERVE SUPOENA TO PRODUCE DOCUMENTS AND THINGS FOR DISCOVERY PURSUANT TO Pa.R.C.P. 4009.21 To: Richard J. Shultz c/o Charles Petrie, Esquire 3528 Brisban Street Harrisburg, PA 17111 Plaintiffs intend to serve a subpoena identical to the one attached to this notice. You have twenty (20) days from the date listed below in which to file of record and serve upon the under~igned an objection to the subpoena. If no objection is made, the subpoena will be served. aren S. Coates, Esqwre 2215 Forest Hills Drive Suite 37 Harrisburg, PA 17112 (717) 541-8299 Attorney for Plaintiffs DATE: November 8, 2004 / COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ROBER~ S. LEHMAN AND KETHA M. LEHMAN, HIS WIFE, PLAINTIFFS File No. 04~651 Civil Term v. R.J. SHULTZ ENTERPRISE, INC." AND RICHARD' \1. ..SHULTZ , .: ?<J DEFENDANTS SUBPOENA TO PRODUCE DOCUMENTS OR THINGS FOR DISCOVERY PURSUANT TO RULE 4009.22 :' TO: G~4NT FOOD STORES, 'LLC, P.O.BOX:.;249,'€ARLISLE,' PA11Sj:l (Name' of PerSon or Entity) Within twenty (20) days after service oftbis'subpoenaj you are ordered by the court to produce the following documents or things: SEE ATTACHED . . . ~ Law Offices of Karen S. Coates, 2215 Forest Hills Drive, Sui te 37 Harri sburg PA (Address) . You may'deliver or mail legible copies of the documents or produce things requested by this subpoena, together with the certificate of compliance, to the party making this request at the address listed above. You have the right to seek in advance the reasonable cost of preparing the copies or producing the things sought. If you fail to produce the documents or things required by this subpoena within twenty (20) days after its service, tJ:1e party serving this subpoena may seek a court order compelling you to comply with it. TIllS SUBPOENA WAS ISSUED AT THE REQUEST. OF THE FOLLOWING PERSON: NAME: T<:.~ 't"<='11 S e'oa tE'S ADDRESS: 2?15 Forest Hills Orive . ~li:i te 37. H-"ir-ri ~hllrg 1 PA 17112 TELEPHONE: ~17) 541-8299 SUPREME CO TID #52654 ATTORNEYFOR: P]a i pH ff~ Date: AJ{)(}. ~ ;J ~(j Cj , Seal of the Co6ri Bt!.:URT: . . '., . Prothonotaryi'Civil Divi on . ", . ~~~ liP ~.kXJ Deputy SUBPOENA TO PRODUCE DOCUMENTS OR THINGS FOR DISCOVERY PURSUANT TO Pa. R.C.P. 4009.22 TO: GIANT FOOD STORES, LLC Within twenty (20) days after service of this subpoena, you are ordered by the Court to produce the following documents or things: (1) Any and all correspondence, notes, memoranda, electronic communications or other documents which in any way discuss or pertain to ne:gotiations, proposals, offers to sell and/or purchase the Village of Colonial Peddlers from 1999 to 2003. (2) Any and all correspondence, notes, memoranda, electronic communications or other documents received from Wolfe & Shearer, its emp.loyees and/or agents which in any way discuss or pertain to negotiations, proposals, offe:rs to sell and/or purchase the Village of Colonial Peddlers from 1999 through 2003. (3) Any and all correspondence, notes, memoranda, electronic communications or other documents received from Richard 1. Shultz, Jr. and/or Richard 1. Shultz Enterprises, Inc., regarding negotiations, proposals, offers to sell and/or purchase the Village of Colonial Peddlers. (4) Any and all correspondence, notes, memoranda, electronic communications or other documents pertaining to the purchase/sale of the Village of Colonial Peddlers property to Giant Foods in September, 2003, including but not limited to all docwnents reflecting negotiations, proposals, confidentiality agreements and docwnents generated in conjunction with the transaction. CERTIFICATE OF SERVICE On this 1 st day of December, 2004, I, Karen S. Coates, Esquire hereby certify that a true and correct copy of the foregoing NCertificatf' Prerequisite to Service of Subpoena Pursuant to Pa.R.C.P. 4009.22 was served on the following persons at their respective addresses by depositing the same in the United States Mail, first class, postage prepaid at Harrisburg, Pennsylvania, as follows: Richard J. Shultz c/o Charles Petrie, Esquire 3528 Brisban Street Harrisburg, P A 17111 c;, "-> 0 ~--:.;) c- c:::> '1 ..L- ,:"1':., ." c::::J -l \"',1; r"1 fr~ j=P (J I -I7'D :~) C) N t ~~ ~':l r" .....,- . ,I -ry . -[1 .~ t:) .. r'0 ,rn .'. .,' (~.) ~'lJ r-..:J -< PRAECIPE FOR LISTING CASE FOR TRIAL (Must be typewritten and submitted in duplicate) TO THE PROTHONOTARY OF CUMBERLAND COUNTY Please list the following case: ~ for JURY trial at the next term of civil court. D for trial without a jury. CAPTION OF CASE (entire caption must be stated in full) Robert S. Lehman, and Ketha H. Lehman, his wife (check one) ~ Civil Action - Law D Appeal from arbitration D (other) (Plaintiff) vs. The trial list will be called on 2/14/06 and R.J, Shultz Enterprise, Inc. and Richard J. Shultz (Defendant) Trials commence on 3/13/06 Pretrials will be held on 2/22/06 (Briefs are due 5 days before pretrials) vs. No.04-651 Civil Term Indicate the attorney who will try case for the party who files this praecipe: Karen S. Coates, Esquire, Attorney for Plaintiffs, 2215 Forest Hills Drive, Suite 37, Harrisburg, PA 17112. Phone (717) 541-8299 Indicate trial counsel for other parties if known: Charles Petrie, Esquire, Attorney for Defendants, 3528 Bri / This case is ready for trial. Date: 1113/06 Attorney for: Plaintiffs r ',', C) -'11 .-! ."T: '- ", CJ L. ~ ROBERT S. lEHMAN, and KETHA M. lEHMAN, his wife PLAINTIFF IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA 04-651 CIVIL lAW V. R. J. SHULTZ ENTERPRISE, INC., and RICHARD J. SHULTZ, JR., DEFENDANTS JURY TRIAL DEMANDED IN RE: PRE-TRIAL CONFERENCE ORDER OF COURT AND NOW, this 22"d day of February, 2006, after pre-trial conference in the above referenced case, IT IS HEREBY ORDERED AND DIRECTED: 1. Trial counsel in this case shall be Karen S. Coates for the Plaintiff and Charles E. Petrie for the Defendants. 2. Counsel has indicated that trial will take approximately 2 days. 3. Each party will be granted four peremptory challenges. 4. Given the representation that this trial will not exceed 2 days, the Court with concurrence of counsel has determined that the jurors will not take notes. 5. Both parties have been directed to prepare an exhibit list pursuant to the example attached. Two copies of this exhibit list shall be provided to the Court prior to the commencement of trial. All visual aids used in the case shall be disclosed to the opposing party. 6. Counsel for each party is directed to file with the Court on or before 12:00 noon on March 10, 2006, a list of the numbered standard jury instructions the party is requesting. If a party is proposing a unique jury instruction or requesting significant modification of a standard instruction it shall provide the full text of the proposed instruction to the Court by 12:00 noon, March 10, 2006. , 7. On or before 12:00 noon on March 10, 2006, the parties will provide a proposed verdict slip to the Court for review. 8. It is anticipated that the jury in this case will be picked on March 13, 2006. Accordingiy, counsel are attached for trial in this matter as of 9:00 a.m. March 13, 2006. By the Court, Karen S. Coates, Esquire Attorney for Plaintiffs ~t J. Charles E. Petrie, Esquire Attorney for Defendants Court Administrator - ~^~.s cJijo.l-l \ 00 bas ~<4~ ;;2,;; 'I, 0<- ,+, G I : ii' '" i:::. t"J.J 7 "..~ v :~;~ll _! , -'~ . . ~~ COMMONWEALTH OF PENNSYLVANIA IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA 96-1183 CRIMINAL CHARGE: (1 ) CRIMINAL HOMICIDE - MURDER OF THE FIRST DEGREE V. (2 ) CRIMINAL ATTEMPT TO MURDER (3 ) AGGRAVATED ASSAULT (4 ) CRIMES COMMITTED WITH FIREARMS (6 ) FIREARMS NOT TO BE CARRIED WITHOUT A LICENSE ANTYANE ROBINSON. AFFIANT: DETECTIVE RONALD EGOLF COMMONWEALTH'S EXHIBIT LIST EXHIBIT NUMBER DESCRIPTION 1 Photograph of injury to Tara Hodge's head 2 Used envelope bearing handwriting of Tara Hodge 3 Photograph of the front of building at 117-119 West Louther Street 4 Exterior side view of Tara Hodge's apartment 5 Photograph of body of Rashawn Bass in shower 6 Closeup photograph of Rashawn Bass with bullet casing on shoulder 7 Diagram of Tara Hodge's apartment 8 Plastic shower enclosure from Tara Hodge's apartment 9 Address book of Tara Hodge 10 Date book of Tara Hodge - IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ROBERT S. LEHMAN AND, KETHA M. LEHMAN Plaintiff CIVIL ACTION - LAW V. NO. 04-651 R. J. SHULTZ ENTERPRISE, INC. AND RiCHARD J. SHULTZ, JR. Defendant JURY TRIAL DEMANDED VERDICT SLIP I. Fraudulent inducement 1. Do you find that defendant R.J. Shultz Enterprises, Inc., through its president and owner Richard J. Shultz, fraudulently induced plaintiffs to enter into the commercial lease by making representations which created the expeXJn of long term occupancy? Yes No If you answer Question 1 "yes" you should proceed to Question 2. If you answer Question 1 "no" you should proceed to Section II: Breach of Contract. 2. Do you find that plaintiffs justifiably relied upon the defendant's misrepresentations? Yes No If you answer Question 2 "yes" you should proceed to Question 3. If you answer Question 2 "no," the plaintiffs cannot recover on their claim for fraudulent inducement and you should proceed to Section II: Breach of Contract. rI- 3. Please state the amount of damages sustained by the plaintiffs as a result of defendant's fraudulent inducement. $ You will proceed to Section II. Breach of Contract only if you have found the plaintiffs were not fraudulently induced to enter into the contract: II. Breach of Contract 1. Do you find that the defendant RJ. Shultz Enterprises, Inc. breached the duty of good faith and fair dealing implied in the contract? Yes NoL If you answer Question 1 "yes" you should proceed to Question 2. If you answer Question 1 "no," plaintiffs cannot recover on their claim for breach of contract. 2. Please state the amount of damages sustained by the plaintiffs as a result of defendant's breach of the duty of good faith and fair dealing. $ 3/t.!a~ l' /. :~;~~- Jury Foreperson Date CASE NO.: Rdu.z DOCKET NO.: , C) . . -P- '., 13-- '~">c_-; Judge _ Clerk/Proth ~taff_ COURTROOM NO.: :) "\. VS P9-' -sL./~ ?;':::i-,//LI~ t:7 ,a.,/" ..d ct:1fi DATE: 3. IS'L)? .). Xd~2'" 4!.-/ d V ~ - 4>.5'1 i.;J Juror # Name _...5L. . 64 S~ 65 56 71 60 83 73 86 61 74 53 85 72 Monday, March 13, 2006 Random No. gg ~\VEGTIRf vv lLLlAlVJ L. 172131 ;:;'7,;1 JD anL, riA v IEJ D. 1&S96S9Qgg S~ 63 81 67 ACHILLr:5, IYllU~r f\l\11'\lt. -151~937182 -1300896309 -1269931643 -1141350265 -1072400883 PERRY, T1MOTHY CHASTA1N, CLORISSA L. VANCE, SCOTT H. SHERTZER, DAWN R 70 9Q 87 55 79 69 7~ 62 nKTTl\TTJ;''lAT?KI, ::::T[FIL\~JIE 1.1. -/o64L,7a=:;, HOSTETTER, ANDREW f. MERR1TTS, WEND] PR1CE, IIAROlD BORDNER, THOMAS M. BO'.vMAN, IvllCIIJ:LE 1':. PI q ~ . DUNCAN, BARBARA ). FRIT 1 ~, JAKANELL -699806578 -648426605 -4,1~~e3G~ -266190404 -178690314 -162769614 -1Z42B39JB 83014825" 116246192 248279739- 340659441 661576408 669544010 836118628 911513403 120520 1209261025 1341059477 1627425001 1652684570 1954387808 2003951363 06 Cl..LLAI IAN', JAlvlt~ BRINLEY, DEBRA A. '{OCIIDI.t l,VILLIAP.1 D.n SHEARER, BARRY LEE CARLSON, FRANCES S. LEOPOLD, BRENT BAL, ALKA EW ANEK CLOUSER, JAMES L. ROWE, BONlTA HOCKENSMITH, ROGER L. MOORE, JOHN T. KOV AN1C, ROBERT KUBISIAK, MARSHA S RUPP, RUBY Page 1 of 1 1/1 t1 3 LI i 4J 1ft.- 4 'f /JJ.. if..(