HomeMy WebLinkAbout04-2138IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
CIVIL DIVISION LAW
Dr. Ronald Shane and Harriet Shane, n
his wife, No. 04 - 0213 l.tv? fJL?Y1
Plaintiffs l
vs.
Wal-mart Stores Inc.
Defendant
NOTICE
You have been sued in court. If you wish to defend against the claims set forth in the
following pages, you must take action within twenty (20) days after the 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 OR CANNOT AFFORD ONE, GO TO OR TELEPHONE THE
OFFICE SET FORTH BELOW TO FIND OUT WHERE YOU CAN GET LEGAL HELP.
Pennsylvania Bar Association Lawyers Referral Service
100 South Street, P.O. Box 166
Harrisburg, PA 17108
1-800-692-7375
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
CIVIL DIVISION LAW
Dr. Ronald Shane and Harriet Shane, (
his wife, No. Q t{ - a13? 0;0i Plaintiffs t
vs.
Wal-mart Stores Inc.
Defendant
COMPLAINT
AND NOW the Plaintiffs, by and through their attorney, Michael J. Fiorillo, Esquire,
hereby files this Complaint and in support thereof aver as follows:
1. The Plaintiffs are Dr. Ronald Shane and Harriet Shane, his wife, adult individuals residing
at 18 Cliff Road, Sunbury, Northumberland County, Pennsylvania 17801.
2. The Defendant, Walmart Stores Inc., a corporation with headquarters at 702 S. W. 8'
Street, Bentonville, AR 72716. The Defendant owns and operates retail stores
throughout the United States of America.
3. The Defendant owns and operates a retail store at 60 Noble Blvd. Carlisle, Pennsylvania,
17013.
4. On April 19, 2003, at approximately 2:05 p.m., the Plaintiff, Dr. Ronald Shane, was
working at a facility known as Wahnart Optical which is operated by Dr. Dean Nardis.
The Plaintiff was not employed by Defendant.
5. At the aforementioned date and time, the Plaintiff, Dr. Shane, and Dr. Nardis were
walking from the Walmart Optical section of Defendant's store to a restaurant near
Defendant's place of business.
6. While exiting Defendant's store, Plaintiff and Dr. Nardis were walking along the sidewalk
in front of the store where they encountered farm implements placed on the sidewalk by
employees of Defendant.
Upon information and belief, these farm implements were placed on the sidewalk as items
for sale by Defendant.
8. On the morning of April 19, 2003 it had rained and upon information and belief there was
a wet, oily mixture in the area of the parking lot immediately abutting the sidewalk where
Plaintiff was walking.
9. But for the placement of the farm implements on the sidewalk, the Plaintiff would not
have left the sidewalk at this particular location in order to reach his destination.
10. At the times mentioned above Defendant had the duty to maintain its business premises in
a reasonably safe condition for business invitees, including Plaintiff.
11. In violation of this duty the Defendant negligently permitted and maintained on the
business premises an obstruction in its sidewalk causing Plaintiff and other persons to
leave the sidewalk and stop in the area traveled by vehicles in the parking lot.
12. While walking around the farm implements, Dr. Shane struck a wet, slippery substance
causing him to fall to the ground and seriously injuring him
13. As a proximate result of the negligence of Defendant, the Plaintiff was injured in his
health, strength and activities.
14. Plaintiff sustained bodily injuries and shock to his nervous system which have caused and
will continue to cause great mental, emotional and physical pain and suffering. Dr.
Shane's injuries included but are not limited to the following:
WHEREFORE Plaintiffs request judgment against Defendant in an amount in excess of
$50,000.00 including costs of suit, interest, delay damages if applicable, and such other relief as
the Court deems just and proper.
Respectfiilly submitted,
FIORILLO LAW OFFICES
BY: ??•2i? Q
Michael J. Fiorillo, Esquire
217 Mahantongo Street
Pottsville, PA 17901
570-622-7725
Atty. I.D. No. 52825
VERIFICATION
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF CUMBERLAND
Pursuant to Pennsylvania Rules of Civil Procedure Nos. 76 and 1024, I, Ronald Shane,
Plaintiff, state and affirm that the facts contained in the preceding document are true upon my
information and belief and I make this statement subject to the penalties of 18 Pa. C.S.A. Section
4904, relating to unworn falsifications to authorities.
?- Ronal d d Shane
DATED:
VERIFICATION
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF CUMBERLAND
Pursuant to Pennsylvania Rules of Civil Procedure Nos. 76 and 1024, I, Harriet Shane,
Plaintiff, state and affirm that the facts contained in the preceding document are true upon my
information and belief and I make this statement subject to the penalties of 18 Pa. C.S.A. Section
4904, relating to unworn falsifications to authorities.
Harriet Shane
DATED:
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
CIVIL DIVISION LAW
Dr. Ronald Shane and Harriet Shane,
his wife, No.
Plaintiffs
Vs.
Wal-mart Stores Inc.
Defendant
CERTIFICATE OF SERVICE
I, Michael J. Fiorillo, Esquire, Counsel for the Plaintiffs hereby certify that a true and
correct copy of the foregoing Complaint was served Via Certified Mail, Return Receipt
Requested to the following:
Walmart Stores Inc.
702 S.W. 8' Street
Bentonville, AR 72716
Ticl ? o, Esquire
a 4
McDONNELL & ASSOCIATES, P.C.
By: Myisha Lacey-Tilson, Esquire
Attorney I.D. No.: 90120
601 South Henderson Road, Suite 152
King of Prussia, PA 19406
Telephone: (610) 337-2087
Facsimile: (610) 337-2575
DR. RONALD SHANE and
HARRIET SHANE, his wife
Plaintiff,
NOTICE TO PLEAD
TO: PLAINTIFFS
YOU ARE HEREBY NOTIFIED TO PLEAD
TO THE ENCLOSED NEW MATTER WITHIN TWENTY (20)
DAYS FROM SERVICE HEREOF OR A DEFAULT
JUDGMENT MAY BE ENTERED AGAINST YOU
COURT OF COMMON PLEAS
CUMBERLAND COUNTY
NO.: 04-2138
VS.
WAL-MART STORES, INC.
JURY TRIAL DEMANDED
Defendant
DEFENDANT'S, WAL-MART STORES, INC., ANSWER
WITH NEW MATTER TO PLAINTIFFS' COMPLAINT
Defendant, Wal-Mart Stores, Inc. (hereinafter "Defendant"), by and through its
undersigned counsel, McDonnell & Associates, P.C., hereby answers Plaintiffs' Dr. Ronald
Shane and Harriet Shane (hereinafter "Plaintiffs"), Complaint and avers New Matter as follows:
1. Admitted upon information and belief.
2. Admitted. By way of further answer, Defendant Wal-Mart Stores, Inc. is a corporation
organized and existing under the laws of the State of Delaware.
3. Denied as stated. By way of further answer, Inland Southeast Carlisle DST c/o Inland
Mid-Atlantic Management Corporation owns the property located at NWC 1-81 & South
Hanover Street, Carlisle, PA. The store is operated by Wal-Mart Stores.
4. Denied. After reasonable investigation, Defendant is without sufficient information to
admit or deny this allegation.
5. Denied. After reasonable investigation, Defendant is without sufficient information to
admit or deny this allegation.
6. Denied. After reasonable investigation, Defendant is without sufficient information to
admit or deny this allegation.
7. Denied. After reasonable investigation, Defendant is without sufficient information to
admit or deny this allegation.
8. Denied. After reasonable investigation, Defendant is without sufficient information to
admit or deny this allegation.
9. Denied as a conclusion of law to which no response is required.
10. Denied as a conclusion of law to which no response is required.
11. Denied as a conclusion of law to which no response is required.
12. Denied. After reasonable investigation, Defendant is without sufficient information
to admit or deny this allegation.
13. Denied as a conclusion of law to which no response is required.
14. This paragraph and subparts (A) - (E) are Denied.
15. Denied.
16. Denied.
17. Denied as a conclusion of law to which no response is required.
18. Denied as a conclusion of law to which no response is required.
19. Denied. After reasonable investigation, Defendant is without sufficient information
to admit or deny this allegation.
WHEREFORE, Defendant demands judgment in its favor and against all parties
together with costs, attorneys' fees and such other relief that this Court deems just and
appropnate.
NEW MATTER
1. Plaintiffs' claims are barred because Plaintiff was injured as a result of an assumed
risk.
2. Plaintiffs' claims are barred insofar as Plaintiff failed to mitigate his damages.
3. Plaintiffs' claims and causes of action are barred by operation of the applicable statute
of limitations.
4. If Plaintiff sustained damages, such damages were caused by the negligence of a third
party over which Defendant exercised no control.
5. If Plaintiff sustained damages, such damages were caused by intervening or
superceding events or factors over which Defendant exercised no control.
6. If Plaintiffs executed a Release releasing any person or entity from liability arising
from the accident or occurrence described in Plaintiffs' Complaint, Defendant is similarly
released from any such liability.
7. If Plaintiff seeks compensatory damages for expenses related to medical tests,
medications, and treatment, such damages are reduced by the holding in Moorehead v. Crozer
Chester Medical Center, 557 Pa. 630 (1998) to the amounts actually due and payable.
8. Plaintiff s claims and causes of action are barred by reason of Plaintiff s contributory
negligence, or alternatively, are reduced by the percentage of Plaintiff s comparative negligence.
WHEREFORE, Defendant demands judgment in its favor and against all parties
together with costs, attorneys' fees and such other relief that this Court deems just and
appropriate.
Respectfully submitted,
McDONNELL & ASSOCIATES, P.C.
By: - I 4A,
Robe o Paglione, Esquire
Myisha Lacey-Tilson, Esquire
Dated: March 31, 2006 Attorneys for Defendant
u-, E FCATION
I & t,NptM"r , hereby verify that the statements contained in the
Answer arc true and correct to the best of my knowledge, information and
belief. I understand that false statements herein are made subject to the penalties of 18
Pa. C S.A. § 4904, relating to unswom falsification to authorities.
Dated:
Manager
McDONNELL & ASSOCIATES, P.C.
By: Roberto Paglione, Esquire
Attorney I.D. NO. 87258
By: Myisha Lacey-Tilson, Esquire
Attorney I.D. No. 90120
601 South Henderson Road, Suite 152
King of Prussia, PA 19406
DR. RONALD SHANE and
HARRIET SHANE, his wife
Plaintiffs,
vs.
WAL-MART STORES, INC.
Defendant
Attorneys for Defendant
Wal-Mart Stores, Inc.
COURT OF COMMON PLEAS
CUMBERLAND COUNTY
NO.: 04-2138
JURY TRIAL DEMANDED
CERTIFICATE OF SERVICE
I, Myisha Lacey-Tilson, Esquire, hereby certify that a true and correct copy of
Defendant's Answer with New Matter was served via U.S. Mail on April 3, 2006 to counsel
named below:
Michael J. Fiorillo, Esquire
FIORILLO LAW OFFICE
217 Mahantongo Street
Pottsville, PA 17901
Facsimile: 570-622-8773
BY - ' I
Myisha'L.acey-Tilson, Elsquire
McDONNELL & ASSOCIATES, P.C.
BY: Robert K. Paglione, Esquire
Attorney I.D. No. 87258
BY: Myisha Lacey-Tilson, Esquire
Attorney I.D. No. 90120
601 S. Henderson Road, Suite 152
King of Prussia, Pennsylvania 19406
Telephone: (610) 337-2087
Facsimile: (610) 337-2575
Attorney far Defendant,
Wal-Mart Stores, Inc
DR. RONALD SHANE and
HARRIET SHANE, his wife
Plaintiff,
VS.
WAL-MART STORES, INC.
Defendants,
JURY TRIAL DEMANDED
DEFENDANT, WAL-MART STORES, INC.'S
MOTION TO COMPEL ANSWERS TO INTERROGATORIES and
REOUEST FOR PRODUCTION OF DOCUMENTS
Defendant, Wal-Mart Stores, Inc. ("Wal-Mart") by and through its attorneys, McDonnell
& Associates, P.C., seeks an order compelling Plaintiffs Dr. Ronald Shane and Harriet Shane to
provide full and complete answers to Wal-Mart's Interrogatories and Requests for Production of
Documents. In support thereof, Defendant avers as follows:
The filing of a Complaint on May 13, 2004 commenced the instant Civil Action.
2. Defendant filed a timely Answer to the Complaint.
On or about July 25, 2005 Defendant's First Attorney filed a withdrawal of
appearance.
COURT OF COMMON PLEAS
CUMBERLAND COUNTY
NO.: 04-2138
4. Shortly after that McDonnell & Associates entered their appearance on this case.
5. On September 19, 2005 Defendant served its First set of Interrogatories and
Requests for Production upon counsel for the Plaintiff. (See Exhibit "A").
6. Pursuant to Pa.C.R.P. 4006(a)(2), Plaintiff s answers and objections, if any, to
said requests were due on or before October 19, 2005.
7. On November 18, 2005, counsel for Plaintiff was notified by counsel that
answers and objections, if any, to Interrogatories and Requests for Production of
Documents were overdue. No response was given.
8. Although a period of over one hundred and twenty (120) days has now elapsed
since said discovery requests were served upon counsel for Plaintiff, no response
of any kind thereto has been received to date.
Defendant is being prejudiced by Plaintiff s failure to cooperate and provide the
information requested and respectfully requests that this Court enter an Order
compelling Plaintiff to respond to Defendant's discovery requests or suffer
appropriate sanctions upon further application to this Court by the Plaintiff.
10. Pa. R.C.P. 4006 and 4009.12 require Plaintiffs to respond to Defendant's
Interrogatories and Request for Production of Documents within thirty (30) days
after service thereof.
11. Pa.R.C.P. 4019 empowers this Court to enter an Order compelling the Plaintiffs
to fully and completely respond to Defendant's discovery requests.
WHEREFORE, Defendant, Wal-Mart Stores, Inc., respectfully requests the Court to
enter an Order compelling Plaintiff to file full and complete responses to Defendant's First Set of
Interrogatories and Requests for Production within the next ten (10) days or suffer appropriate
sanctions to be imposed upon application to the Court.
McDONNELL & ASSOCIATES, P.C.
Dated: April 4, 2006 By: 11?, V4,y"_I
Rob K. aglione, squir e
Myisba Lacey-Tilson, Esquire
Attorneys for Defendant
Wal-Mart Stores, Inc.
McDONNELL & ASSOCIATES, P.C.
BY: Robert K. Paglione, Esquire
Attorney I.D. No. 87258
BY: Myisha Lacey-Tilson, Esquire
Attorney I.D. No. 90120
601 S. Henderson Road, Suite 152
King of Prussia, Pennsylvania 19406
Telephone: (610) 337-2087
Facsimile: (610) 337-2575
Attorney for Defendant,
Wal-Mart Stores, Inc
DR. RONALD SHANE and
HARRIET SHANE, his wife
Plaintiff,
VS.
WAL-MART STORES, INC.
Defendants,
COURT OF COMMON PLEAS
CUMBERLAND COUNTY
NO.: 04-2138
JURY TRIAL DEMANDED
VERIFICATION
I, Myisha Lacey-Tilson, Esquire, hereby state that I am the attorney in this action for
Defendant, Wal-Mart Stores, Inc., and I verify that the statements made in the foregoing
Motion to Compel are true and correct upon personal knowledge, information and belief.
The undersigned understands that the statements therein are made subject to the
penalties of 18 Pa. C.S.A. § 4904 relating to unswom falsification to authorities.
Date Myishaacey-Tilson, E quire
McDONNELL & ASSOCIATES, P.C.
BY: Robert K. Paglione, Esquire
Attorney I.D. No. 87258
BY: Myisha Lacey-Tilson, Esquire
Attorney I.D. No. 90120
601 S. Henderson Road, Suite 152
King of Prussia, Pennsylvania 19406
Telephone: (610) 337-2087
Facsimile: (610) 337-2575
Attorney for Defendant,
Wal-Mart Stores, Inc
DR. RONALD SHANE and
HARRIET SHANE, his wife
Plaintiff,
VS.
WAL-MART STORES, INC.
Defendants,
COURT OF COMMON PLEAS
CUMBERLAND COUNTY
NO.: 04-2138
JURY TRIAL DEMANDED
CERTIFICATE OF SERVICE
I, Myisha Lacey-Tilson, Esquire hereby certify that a true and correct copy of
Defendant's Motion to Compel Interrogatories and Requests for Production of Documents
was served via facsimile on April 4, 2006 to the counsel below named:
Michael J, Fiorillo, Esquire
Fiorillo Law Office
217 Mahantongo Street
Pottsville, PA 17901
Counsel for Plaintiff
Mc(D?ONNELL & ASSOCIAT?EJS,,P.C.
By: v \NI of -e
Myisha L cey-Tilson, Esqu re
Attorney for Defendant
Wal-Mart Stores, Inc.
?? ??" ?
???
I,AW OFFICES OF
McDONNELL & ASSOCIATES, P.C.
500 Route 70 West
Cherry Hill, New Jersey 08002
Telephone: (856) 429-5300
Facsimile: (856) 429-5314
Pennsylvania Office:
601 S. Henderson Road, Suite 152
King of Prussia, Pennsylvania 19406
Telephone: (610) 337-2067
Facsimile: (610) 337-2575
Reply To: New Jersey
E-Mail Address: Jfine@mcda-law.com
September 19, 2005
Michael J. Fiorillo, Esquire
FIORILLO LAW OFFICE
217 Mahantongo Street
Pottsville, PA 17901
RE: Shane, et al. v. Wal-Mart Stores
Docket No.: 04-2138
Dear Mr. Fiorillo:
Patrick J. McDonnell'
Courtney Seda McDonnell'
Karen L. Green'
Roberto K. Paglione'
Lindsey S. Forshay`
Robert M. Dunn' t
David M. Koller'
Michael C. Andrews'
Jason E. Fine`
Sarah R. Lavelle'
. AOmtlM In Pemvyww..M N.
hn.V
t •Mi..0lnN YM
As you are well aware my firm has recently entered our appearance in this matter.
Please provide me with a demand in an effort to settle this matter.
I have also enclosed discovery requests. Please have your client answer them
within the time limits prescribed by the rules.
Thank you.
Very t ply yours,
M NNELI„i, A CIATES
JASON E. VNE
JEF/to
McDONNELL & ASSOCIATES, p.c.
BY: JASON E. FINE, Esquire
Attorney I.D. No.: 82452
500 Marlton Pike West
Cherry Hill, NJ 08002
Tel. No.: (856) 429-5300
Fax No.: (856) 429-5314
Attorneys for Defendant, Wal-Mart Stores, Inc.
DR. RONALD SHANE and
HARRIET SHANE, his wife
Vs.
WAL-MART STORES, INC.
COURT OF COMMON PLEAS
CUMBERLAND COUNTY
CIVIL ACTION, LAW
DOCKET No.: 04-2138
DEFENDANT, WAL-MART STORES INC'S INTERROGATORIES PROPOUNDED
ON THE PLAINTIFF, DR. RONALD SHANE
T0: Michael J. Fiorillo, Esquire - Attorney for the Plaintiff
PLEASE TAKE NOTICE that the Defendant, Wal-Mart Stores, Inc., demands of
the Plaintiff, Dr. Ronald Shane, answers to the following Interrogatories under oath,
within the time prescribed by law.
Date: September 19, 2005
LAW OFFICES OF McDONNELL & ASSOCIATES
Attorneys for the Defendant, Wal-Mart Stores, Inc.
BY:
Jason E. Fine, Esquire
INSTRUCTIONS
These Interrogatories are to be answered by Plaintiffs within 30 days of service
pursuant to the Pennsylvania Rules of Civil Procedure. Any information secured
subsequent to the service of your Answers is to be provided by supplemental answers
within 30 days of obtaining the information and not later than 20 days before trial.
These interrogatories are continuing so as to require all addressed parties to
supplement their answers in the event further discoverable information is obtained.
These interrogatories request information known to you or anyone acting on
your behalf and should be signed and verified by the person answering them.
2
DEFINITIONS
The following definitions are applicable to these Interrogatories and any
subsequently propounded Interrogatories, Request for Production or other discovery.
All words used herein shall have their common meaning as used in the English
language or applicable Rules of Civil Procedure.
1. The term you includes yourself, your agents, servants, employees or
representatives.
2. The terms person or persons as used herein shall include without limitation,
individuals, associations, partnerships and corporations.
3. The term identify as used in connection with a document or documents
means to list the name and date of the documents, the names and addresses of the
author and recipients of the document(s) and the identity of the custodian of the
original or a copy of the document(s).
4. The term identify as used in connection with a person or persons means to
state the name, title, and present or last known business and residence address and
telephone number of the individual(s).
5. Words in singular shall include the plural and vice versa and words in the
masculine shall include feminine and neuter.
6. The terms accident , incident or occurrence shall refer to the accident
described in Plaintiffs Complaint.
7. Store is the store identified in the Plaintiffs Complaint.
3
Personal Data
1. Please state:
a. your full name;
b. birth date and present age;
C. the schools that you attended, the dates of graduation, and any degrees
that you received;
d. social security number;
e. residence address;
f. business address;
g. present occupation and occupation at time of accident;
h. driver's license number, state of issuance restrictions (if any);
i. If married, give the name of your spouse;
j. whether you were in the Armed Forces. If so, please state the dates, the
branch of service, your rank at discharge; and
k. if you had any infirmities at time of discharge, describe in detail these
infirmities and state whether you are receiving benefits for any infirmity.
2. Please state the names and addresses of each person pr organization by whom
or with whom you had been employed during the 5-year period immediately preceding
the date of the alleged occurrence.
3. As to each person or organization referred to in your answer to the preceding
interrogatory, please state;
a. the dates of such employment;
b. name of immediate supervisor;
C. the nature of your work duties;
d. the place or places where such work or duties were performed; and
e. the average weekly or monthly compensation from such employment and
the basis for computing the same. Indicating the total amount of any compensation
paid on account of overtime or holiday work during each such calendar year, together
with the amounts and basis for receipt of any special bonus.
4. Are you engaged in any gainful occupation at the present time?
4
5. If your answer to the preceding interrogatory is yes, please state;
a. the dates of such employment;
b. name of immediate supervisor;
C. the nature of your work duties;
d. the place or places where such work duties were performed; and
e. The average weekly or monthly compensation from such employment and
the basis for computing the same, indicating the total amount of any compensation pain
on account of overtime or holiday work during each calendar year, together with the
amounts and basis for receipt of any special bonus.
Acci ent
6. State whether you contend that the condition, which caused your injuries,
resulted from:
a. Slipperiness of the ground;
b. defects in the ground or it's covering;
C. debris or litter;
d. variations in the level of the walking surface;
e. inadequate lighting;
f. defective stairs;
g. defective hand rails or guard rails;
h. obstruction or defects other than those above on the walking surface;
i. defective ladders, platforms; scaffolds; and
j. any other conditions.
7. As to each condition you contend caused the accident, state:
a. its dimensions and how it made the premises dangerous;
b. the exact location of each condition, which caused you to fall;
C. each fact, which indicates the length of time each condition, had existed
prior to the accident; and
d. each fact, which the defendant knew or should have known of each
condition prior to the accident.
8. Did you know any condition, which caused the totes to fall at any time before the
accident and, if so, state:
a. the manner in which you acquired such knowledge;
b. the time you acquired such knowledge; and
c. any act performed by you in order to avoid the accident after you
acquired such knowledge.
5
9. Describe the way the totes fell, the parts of your body that made contact with
any other parts of or objects on or near the defendant's property.
10. Have you ever fallen on this or any other property prior to the accident? If no,
state when, where and what caused the prior falls to occur.
11. State the exact time that the incident occurred and state the natural lighting
conditions.
12. State whether there was artificial illumination used at the time and place of the
accident. If so, describe the type of illumination, its location near the scene of the
accident, and visibility at the time of the accident.
13. How often did you visit the site prior to the accident? If you did visit the site
prior to the accident, did you ever observe the defect, obstruction or condition on these
occasions?
a. Give the date and time of your last observation prior to accident.
14. For what purpose were you on the premises as referred to in the Complaint?
15. State whether you had visited someone on the premises or whether you were on
your way to visit someone on the premises. If either answer is in the affirmative, state
the name and address of the person referred to.
16. If it is alleged that the defendant or representative of the defendant was aware
of the condition described in the Complaint, give the names and addresses of the
persons you believe had knowledge of the condition, the dates they had knowledge of
the condition and what, if anything, each person did to alter the condition and the date
of the alteration.
17. Describe in detail the shoes you were wearing at the time of the accident and
also describe in detail any overshoes or boots, which you were wearing.
18. Of what materials were the heels and soles of the outer shoes made.
6
19. Indicate the height of the heels of such shoes.
20. If you were carrying anything at the time of the accident state:
a. Its description;
b. Its size, including the shape, length, width and weight;
C. whether your vision was in any way obstructed by such item and, if so,
the extent of obstruction; and
d. which hand or hands were being used to carry the items.
21. Have you ever worn or needed glasses? If so, state whether you were wearing
glasses at the time of the accident and, if not, the reason, if any.
22. Describe in detail your outer clothing at the time of the accident?
23. Give the names and addresses of all persons whom you know to have actual
notice of the nature of the condition prior to the accident?
24. State the names and addresses of all person whom you or anyone acting on your
behalf, know or believe:
a. actually witnessed the accident/incident;
b. were present at the scene of the accident/incident, immediately after its
occurrence;
C. were within sight or hearing of the accident/incident
d. witnessed any of the events leading up to the accident/incident
subsequent to the accident/incident, or of the subsequent investigation; and
e. those who have any knowledge or information as to any facts pertaining
to the circumstances and/or manner of the happening of the alleged accident or the
nature of the injuries sustained in the alleged accident.
25. State what if anything you were reaching for prior to the totes falling.
26. Please state where were the totes that you are claiming fell prior to the fall.
27. Did you notice anything wrong with the tote display prior to the incident.
7
Doctors
28. State the names and addresses and professional specialty of each doctor,
physician, nurse or other person who has examined and/or treated you, whether you
were in a hospital or elsewhere, the injuries alleged to have been sustained as a result
of the accident involved in this action. State the dates on which you were examined
and/or treated, the treatment given, if any, and the place where given.
Hospitals
29. State the names and addresses of each hospital, clinic, nursing home or other
institution to which you have gone for examination and/or treatment. State the dates
of confinement, examination and/or treatment.
a. Have you received any medical reports from any person or institution
where you were x-rayed, examined or treated? If so, attach copes of the reports to
your interrogatory Answers.
30. Itemize all of the expenses incurred for the services rendered by the institution
listed and for which you are seeking reimbursement, giving the dates on which such
expenses were incurred, the amount or amounts thereof, to whom paid and when, as
well as the nature of goods or services giving rise to such expenses.
-Rays
31. Were any x-rays taken of you because of this accident for the purpose of
diagnosis or treatment? If so state:
a. the part or parts of the body that were taken;
b. the dates and places where the x-rays were taken; and
c. the names and addresses of the persons who took them.
Confinement
32. State whether you were confined to bed or home as a result of the injuries
alleged to have been sustained in the accident involved in this action. If so, state the
length of time you were confined to each and the dates thereof.
Present Condition
8
33. And to each injury, from which you have fully recovered, state the approximate
date of such recovery.
34. Describe any pain, ailment, complaint, injury, or disability you presently have as
a result of the accident.
a. as to each such injury from which you have not fully recovered, state in
what respects you are still affected.
b. state whether you are still under treatment for the injuries alleged to have
been sustained in the accident involved in this action. If so, state where, by whom and
how frequently such treatments are being given to you and for which injuries.
C. when, where, and by who were you last examined or given medical
attention concerning the injuries received in this accident?
9
Prior Accidents or Pre-Existing Conditions
35. What was the condition of your health immediately prior to the time of the
accident?
36. Have you ever been involved in an accident of any kind before or after the
accident upon which this suit is based? If so, state the nature of the accident, the place
and date on which it occurred, the names and addresses of all persons involved, the
injuries sustained by you, the name and address of any hospital or other institution to
which you had gone for treatment or examination and the dates thereof, and the name
and address of any doctor or other person to whom you had gone for treatment or
examination and the dates thereof; and the Court Term and Number of any lawsuit
commenced as a result thereof.
37. State whether you ever sustained any injuries or had any disease, deformity or
impairment before or after the accident here involved. If so, indicate the nature of any
such injury, disease, deformity or impairment and give the name and address of any
doctor or other person to whom you had gone for treatment and/or examination and
the dates thereof.
38. Do you have any medicals, x-ray, hospital or other reports, which indicate that
your injuries were caused in whole or in part by any injury, sickness, disease or
abnormality other than alleged to have been received in the accident forming the basis
for this suit? If so, where, when and by whom were such reports made, and where are
they now located?
39. If you allege that this accident aggravated a pre-existing condition state:
a. whether you had recovered from said condition at the time of this
accident;
b. Approximate date of your recovery, prior to the accident date;
C. name and address of each hospital, institution, doctor and/or medical
provider to which you had gone for examination/treatment and date of your last visit;
and
d. the date of and circumstances causing you to incur the pre-existing
condition(s).
Lost Income
10
40. Are you claiming loss of earning from an employer because of the accident? If
so, state:
a. the total amount of such loss and the period for which the loss occurred.
b. exactly how was the above sum computed?
41. At the time of the accident, what was the nature of your employment and/or
occupation? Describe your usual duties and labors.
42. Give the name and address of your employer at the time of the accident herein
and whether you are still employed. If not, state the date and reason you left. If self-
employed, state the address of your usual place of business and the name under which
you operate.
43. Have you been absent from work at any time or times since the date of the
accident set forth in the Complaint? If so, state:
a. The date of all absences from work and the exact reasons thereof, and
b. Whether you were paid by the year, month, week, day, hour or otherwise
and at what rate at the time of the accident and whether you received pay for those
absences.
C. The date you first returned to work after the accident.
44. State whether you have been unable to perform satisfactorily any of the duties
required of you in any of your employments since the date of the accident not forth in
the Complaint indicating with particularly what activities you were unable to perform,
the names and addresses of all persons having knowledge of such facts, including
supervisors and employers at the time of such incapacities.
45. Have you obtained any reports or records from your employer in regard to the
loss of wages and loss of earning capacity?
46. State the name and address of each of your employers for the five (5) years
preceding the accident. State the period of employment, dates, rate of pay, total
income title and description of work.
47. State the amount earned during the year of the accident, year before the
accident, year after the accident and for each year thereafter to date.
11
48. Since the date of the accident have you engaged in one or more gainful
occupations? If so, state:
a. State the names and addresses of your employers and the dates between
which you worked for each employer; and
b. The nature of work in each such occupation and the wage or salary
received by you in each such occupation.
49. Are you claiming loss of earnings or profits from self-employment as a result of
the accident? If so, state:
a. The dates you were unable to engage in your self-employment by reason
of the injuries sustained in this accident;
b. The names and addresses of any employees hired as a result of your
disability, the dates of such employment and the amount of money paid to each such
employee;
C. The amount you claim as lost earnings or profits;
d. Exactly how was the above sum computed;
e. The date you first resumed activity in your self-employment after the
accident.
50. If you have at any time filed suit, other than the instant case, for damages for
personal injury suffered by you, please state:
a. The complete Caption of said suit, State, Court and Docket Number;
b. The nature of the injuries alleged;
C. If said suit has been terminated, state the results of the trial or
settlement, including amounts.
12
51. If you have ever filed a Workmen's Compensation claim, state:
a. The nature of the injuries for which compensation was sought;
b. The circumstances surrounding the injuries or which gave rise to same;
C. The name and address of the your employer or employers or against
whom claims or claims were made;
d. The result of said claims by way of trial or settlement including amounts
and also set forth the period during which you were disabled.
Federal Tax Returns
52. State your gross and net income as stated in your Federal Income Tax Returns
for each of the five (5) years immediately preceding the date of the accident and for
each of the years thereafter to date.
53. Have you retained copies of your Income Tax Returns for the five (5) years
preceding the accident and up to the present year?
54. If your answer to the foregoing Interrogatory is in the affirmative, please attach
copies of your Income Tax Returns.
13
Compensation Payment
55. Did you receive any compensation payments for your employer while you were
absent from work as a result of injuries sustained in the accident?
56. If the answer to the above interrogatory is yes, please advise:
a. The weekly amounts of these payments;
b. The total amount of the payments to you;
C. Whether they were received directly from your employer or from a third
parry;
d. If they were received from a third party, what is the name and address of
that third party?
e. Whether they were a mixed payment from your employer and a third
party;
f. If they were a mixed payment, what was the percentage that your
employer paid and what was the percentage that the third party paid?
g. If the payments were made by a third party, was the cost of these
payments funded or paid by your employer or by yourself?
h. If the costs or funding of these payments was a joint effort by your
employer and by yourself, what was the percentage that each of you paid?
i. Were these payments during your absence made to you as a result of
your employment contract?
j. Was your employment contract negotiated by you individually with your
employer or by your union?
k. If your employment contract was negotiated by your union , please attach
a copy of that union contract or advise as to how we may obtain a copy of it.
14
Other Financial Loss
57. Did you sustain any financial losses as a result of the accident other than those
covered by the preceding Interrogatories? If so, state:
a. In detail the nature, date and amount of such additional loss; and
b. If claim is made for household help, state the name and address of each
such person employed, the period of employment, the amount actually paid to such
persons, and whether you employed domestic help prior to the accident.
58. Has any portion of your expenses or special damages been paid by anyone other
than yourself or have you been reimbursed for any of your expenses or special
damages? If so, state by whom and why such payment or reimbursement was made,
indicating the specific item of expense or special damage involved.
59. Has any portion of your medical costs, medical bills, or medical expenses
(including but mot limited to: hospital stays, out patient treatment, physical therapy,
surgeries, chiropractic treatment, prescription costs) been paid in whole or in part by
any health insurance coverage, HMO, Medicare or any other source of coverage? If so,
please provide the amount of those payments, and whether a subrogation lien is in
place. Please attach copies of any such subrogation or lien information.
15
60. At the time of the accident or immediately thereafter, did you have any
conversation with or make any statement to any person at or near the scene of the
accident, or did any such person make any statements to you or in your presence which
was relevant to the happening of the accident or the injuries sustained? If so, state:
a. The name and address of each person who made a statement of spoke in
such conversation;
b. The substance of each conversation or statement;
C. The name and address of each person who was within hearing distance of
any such conversation or statement.
61. State the names and addresses of all persons whom it is your present intention
to call as witnesses at the trial of this case (other than expert witnesses).
Statements
62. If you, your representative, attorney, consultant, surety, indemnitor, insurer or
agent obtained a statement or statements concerning this action and/or its subject
matter from any party to this action, any witness, or any person not a parry to this
action, any witness, or any person not a party to this action, then kindly state:
a. The name and address of the person who gave each statement including
the name and address of each person's employer.
b. The date each statement was given.
C. The name and address of the person who obtained each statement.
d. The name and address of the person or entity that hired or retained the
person who obtained each statement.
e. The date when each statement was obtained.
f. The place where each statement was obtained.
g. Whether each statement is written, signed by the person making it or
stenographic, mechanical, electrical, or other recording, or a transcription thereof.
16
h. State the names and addresses of all persons and/or entities who
presently have custody of each original statement identified in your answers above.
i. State the names and addresses of all persons and/or entities who
presently have custody of any copies of each statement identified in your answers
above.
j. Please attach to your Answers to Interrogatories a photostatic copy or like
reproduction of each statement identified in your answers above.
Photographs/ Drawings
63. Have you obtained any photographs, motion pictures, drawings, sketches, plans
or blueprints relevant to this case of action? If so, identify:
a. The date or dates taken made.
b. The identity of the photographer or maker.
C. The objects or view portrayed.
d. The present custodian.
Expert Witnesses
64. If you intend to call an expert witness at trial, kindly state:
a. The name and address of each such expert witnesses.
b. The subject matter as to which each such expert witness is expected to
testify.
C. The substance of the facts and opinions to which each expert is expected
to testify and a summary of the grounds for each opinion and/or attach a copy of each
expert's report to your answers to interrogatories.
17
d. The educational background, field or expertise, professional experience,
publications, membership in professional societies, employment experience and court
appearances (including citations) of each of the expert witnesses identified in your
answers above.
Federal Tax Returns
65. Have you retained copies of your Federal Income Tax Returns for three years
before the date of the accident and for each of the years thereafter the date? If so,
attach copies of your Federal Income Returns for those years.
Absence From School
66. Do you claim absence from school at any time since the accident? If so, state as
to each absence:
a. Exact dates of absence and the reasons for the absence;
b. Name and address of school you were attending at the time of the
accident, what grade you were then in and name and address of schools attending up
to the date of answering these interrogatories; and
c. Whether you claim any impairment of your educational program and, if
so, how the program was impaired.
18
McDONNELL & ASSOCIATES, p.c.
BY: JASON E. FINE, Esquire
Attorney I.D. No.: 82452
500 Marlton Pike West
Cherry Hill, NJ 08002
Tel. No.: (856) 429-5300
Fax No.: (856) 429-5314
Attorney for Defendant Wal-Mart Stores, Inc.
DR. RONALD SHANE and
HARRIET SHANE, his wife
Vs.
WAL-MART STORES, INC.
COURT OF COMMON PLEAS
CUMBERLAND COUNTY
CIVIL ACTION, LAW
DOCKET No.: 04-2138
TO: Michael J. Fiorillo, Esquire
Attorney for the Plaintiff
PLEASE TAKE NOTICE that the Defendant, Wal-Mart, demands of the Plaintiff,
Harriet Shane, answers to the following Loss of Service Interrogatories under oath,
within the time prescribed by law.
Date: September 19, 2005
LAW OFFICES OF McDONNELL & ASSOCIATES
Attorneys for the Defendant, Wal-Mart
BY:
JASON E. FINE, ESQUIRE
INSTRUCTIONS
These Interrogatories are to be answered by Plaintiffs within 30 days of service
pursuant to the Pennsylvania Rules of Civil Procedure. Any information secured
subsequent to the service of your Answers is to be provided by supplemental answers
within 30 days of obtaining the information and not later than 20 days before trial.
These interrogatories are continuing so as to require all addressed parties to
supplement their answers in the event further discoverable information is obtained.
These interrogatories request information known to you or anyone acting on
your behalf and should be signed and verified by the person answering them.
DEFINITIONS
The following definitions are applicable to these Interrogatories and any
subsequently propounded Interrogatories, Request for Production or other discovery.
All words used herein shall have their common meaning as used in the English
language or applicable Rules of Civil Procedure.
1. The term you includes yourself, your agents, servants, employees or
representatives.
2. The terms person or persons as used herein shall include without limitation,
individuals, associations, partnerships and corporations.
3. The term identify as used in connection with a document or documents
means to list the name and date of the documents, the names and addresses of the
author and recipients of the document(s) and the identity of the custodian of the
original or a copy of the document(s).
4. The term identify as used in connection with a person or persons means to
state the name, title, and present or last known business and residence address and
telephone number of the individual(s).
5. Words in singular shall include the plural and vice versa and words in the
masculine shall include feminine and neuter.
6. The terms accident , incident or occurrence shall refer to the accident
described in Plaintiffs Complaint.
7. Store is the store identified in the Plaintiffs Complaint.
LOSS OF SERVICE INTERROGATORIES
1. What sums of money was the plaintiff obliged to expend for medicines, medical
and surgical attention in endeavoring to heal his said wife?
2. What sums of money does the plaintiff contend he will be obliged to expend in
the future in an effort to cure and heal his said wife?
3. For what period of time was the plaintiff deprived of the services, consortium,
and companionship of his said wife?
4. For how long in the future does he contend he will be so deprived?
5. Was the plaintiff obliged to hire another person or persons to perform the
household duties ordinarily performed by said wife?
6. For what period of time was said person or persons hired?
7. What is the name and address of person or persons hired?
8. What relation is said person or persons to the said plaintiff and his said wife?
9. What was the cost for said hiring?
McDONNELL & ASSOCIATES, P.C.
By: Jason E. Fine, Esquire
Attorney I.D. No. 82452
500 Route 70 West
Cherry Hill, New Jersey 08002
TEL (856) 429-5300
FAX (856) 429-5314
Attorneys for Defendant,
Wal-Mart Stores, Inc.
DR. RONALD SHANE and IN THE COURT OF COMMON PLEAS
HARRIET SHANE h/w,
Plaintiff,
VS.
WAL-MART STORES, INC.
CUMBERLAND COUNTY
CIVIL ACTION - LAW
DOCKET NO: 04-2138
Defendants, JURY TRIAL DEMANDED
DEFENDANT WAL-MART'S REQUEST FOR PRODUCTION OF DOCUMENTS
DIRECTED TO PLAINTIFF
TO: Michael J. Florillo, Esquire
Pursuant to the Pennsylvania Rules of Civil Procedure, Defendant, Wal-Mart Stores, Inc.,
("Wal-Mart"), requests that Dr. Ronald Shane, ("Plaintiff"), produce and permit Wal-Mart to
inspect and copy, the following designated documents within Plaintiffs possession, custody or
control at the offices of McDonnell & Associates, 500 Route 70 West, Cherry Hill, New Jersey
08002 within thirty (30) days.
This Request for Production of Documents is continuing in nature and shall require
Plaintiff or his counsel to provide a supplemental response if either become aware of additional
documents subsequent to their response to this Request.
Date: September 1j, 2005
McDONNELL & ASSOCIATES, P.C.
Attorneys for the Defendant, Wal-Mart Store, Inc.
BY:
Jason E. Fine, Esquire
As used herein, the terms listed below are defined as follows:
"Documents" means all written or printed matter of any kind, including, without
limitation, those set forth in Pa. R. Civ. P. 4009-1, along with the originals and all non-
identical copies, whether different from the original by reason of any notation made on
such copies or otherwise (including, without limitation, correspondence, memoranda,
notes, diaries, statistics, letters, telegraphs, minutes, resolutions, agendas, contracts,
reports, studies, checks, statements, invoices, receipts, returns, summaries, pamphlets,
books, prospectuses, inter-office and intra-office communications, offers, notations of any
sort of conversation, bulletins, computer print-outs, teletypes, telefax, invoices,
handwritten notes, worksheets and all drafts, alterations, modifications, changes and
amendments of any of the foregoing), graphic or manual records or representations of any
kind (including, without limitation, photographs, charts, graphs, microfiche, microfilm,
videotape, records, motion pictures, electronic, mechanical or electric records or
representations of any kind including without limitation, tapes, cassettes, disks and
recordings).
2. "All documents" means every document, whether an original or a copy as above defined,
known to you and every such document, which can be located or discovered by
reasonable, diligent efforts.
3. The conjunctions "and" and "or" shall be interpreted conjunctively and shall not be
interpreted disjunctively to exclude any information otherwise within the scope of the
request.
4. "Evidencing" or "relating to" means constituting, comprising, containing, setting forth,
showing, disclosing, describing, explaining, summarizing, pertaining to, concerning or
referring to, directly or indirectly.
"Possession, custody or control" of documents means actual or constructive possession,
custody or control by you, including documents in the possession of your attorneys or
retained consultants or experts now, or any time up unto and through the trial of this case.
6. "You" and "your" as used anywhere in this document shall refer to the Plaintiff(s) and
their agents, representatives, servants and/or employees.
In the event you refuse to produce any document called for by this request on the grounds
of privilege, you shall identify such document and disclose the grounds for such claimed
privilege.
2. Your refusal to produce any document or the objection to any request in no way excuses
you from timely production of all other documents requested herein.
3. Each document request is to be fully and separately answered.
4. As to those document requests consisting of a number of sub-parts, a complete answer is
required to each and every sub-part as if it were propounded as a separate document
request. Should an objection to a document request be interposed, it should indicate the
sub-part of the document request to which it is directed.
5. With respect to each document request, if you are able to provide some, but not all of the
documents requested, you shall provide such documents as you are able, and identify
specifically the documents, which you cannot provide.
6. If you refuse to respond to an document request in whole or in part, please state the
grounds for such refusal, including any claim of privilege or other claim or immunity
from disclosure in sufficient detail to permit the court to adjudicate the validity of the
refusal. In addition, you should identify each document for which a privilege is so
claimed.
These instructions shall be deemed to be continuing so as to require supplemental
documents, if you obtain further documents between the time the responses are served
and the time of final judgement.
DOCUMENT REQUESTS
1. The entire investigation files of the plaintiff, plaintiffs representative, counsel, and/or
insurer, excluding references to mental impressions, conclusions, opinions, or legal
theories of any attorney or other representative of the plaintiff concerning the litigation.
2. All medical bills, reports and records relating to injury allegedly sustained by the plaintiff
as a result of the occurrence described in plaintiffs complaint.
All medical bills, reports and records relating to prior injury to the same parts of the body
claimed to be injured by plaintiff as a result of the occurrence described in plaintiff s
complaint.
4. All employer's reports, tax returns, personnel records of the plaintiff, attendance records
and wage statements relating to the plaintiffs loss of income as a result of the occurrence
alleged in plaintiffs complaint.
5. All statements* of the plaintiff.
6. All statements of defendant or it employees.
7. All statements of witnesses or potential witnesses.
8. All names and addresses of witnesses or potential witnesses.
9. All photographs and diagrams.
10. All expert witness reports, whether or not the expert is designated as a trial witness.
11. Any and all documents referred to in the defendant's interrogatories directed to the
plaintiff, as well as the plaintiffs answers thereto, including but not limited to:
(1) Any and all documents referred to in interrogatories number 20 and any
subparts thereof,
(2) Any and all documents to which the plaintiffs expert(s) refer (or will
refer) in formulating their opinion(s).
12. Plaintiffs tax returns for the five (5) years previous to the incident described in plaintiffs
complaint (including the year in which the incident is alleged to have occurred).
13. Copies of any and all documents and exhibits the plaintiff intends to introduce at the time
of trial, including without limitation, and to the extent that they have not been previously
requested herein, records such as hospital, office, employment and income tax records,
and any statements by parties or other witnesses including expert reports.
14. Copies of any and all documents in the possession of plaintiff's counsel, or the plaintiff,
which relate to any and all prior litigation actions in which plaintiff was involved in any
manner, or actions in which plaintiff claimed to have suffered personal injuries due to
another party's negligence or actions.
*"Statement" as defined by Pa. R. Civ. P. 4003.4.
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IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
CIVIL DIVISION LAW
Dr. Ronald Shane and Harriet Shane,
his wife, No.04-2138
Plaintiffs
VS.
Wal-mart Stores Inc.
Defendant
PLAINTIFFS' ANSWER TO DEFENDANT'S NEW MATTER
AND NOW the Plaintiffs, by and through their attorney, hereby Answer Defendant's
New Matter as follows:
Denied. It is denied that at any time the Plaintiff assumed any risk associated with the
accident or his injuries.
2. Denied. It is denied that the Plaintiffs, at any time, failed to mitigate damages.
3. Paragraph 3 contains a conclusion of law to which no responsive pleading is required.
4. Plaintiff is without sufficient knowledge or information as to whether any third party's
negligence caused Plaintiff's injuries and strict proof thereof is demanded at time of trial.
5. Plaintiffs are without sufficient knowledge or information as to whether any intervening
or superceding events caused Plaintiffs injuries and strict proof thereof is demanded at
time of trial.
6. Plaintiffs have not executed any Release and as such, Defendant, Walmart is not released
from any liability.
7. Paragraph 7 contains a conclusion of law to which no responsive pleading is required.
Paragraph 8 contains a conclusion of law to which no responsive pleading is required.
WHEREFORE for the foregoing reasons, Plaintiffs pray for judgment in their favor and
against Defendant on the New Matter.
Respectfully submitted,
FIORILLO LAW
By:_
J. Fiorillo, Esquire
iantongo Street
PA 17901
570-622-7725
Atty. I.D. No. 52825
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
CIVIL DIVISION LAW
Dr. Ronald Shane and Harriet Shane,
his wife, No.04-2138
Plaintiffs
vs.
Wal-mart Stores Inc.
Defendant
CERTIFICATE OF SERVICE
I, Michael J. Fiorillo, Esquire, hereby certify that on April 4? 2006, a true and correct
copy of the foregoing Response to New Matter was served via First Class Mail, Postage pre-paid
to the following:
Myisha Lacey-Tilson, Esquire
McDonnell & Associates PC
601 S. Henderson Road, Suite 152
King of Prussia, PA 19406
Michael J iorillo, Esquire
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4
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2.754
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
DR. RONALD SHANE and
HARRIET SHANE, his wife
PLAINTIFFS
V.
WALMART STORES, INC.
DEFENDANT
COURT OF COMMON PLEAS
CIVIL ACTION- LAW
NO. 04-2138
CERTIFICATE
PREREQUISITE TO SERVICE OF A SUBPOEM
PURSUANT TO RULE 4009.22
AS A PREREQUISITE TO SERVICE OF ASUBPOENA FOR DOCUMENTS AND THINGS
PURSUANT TO RULE 4009.22, DEFENDANT CERTIFIES THAT
(1) A NOTICE OF INTENT TO SERVE THE SUBPOENAWITH A COPY OF THE SUBPOENA
ATTACHED THERETO WAS MAILED OR DELIVERED TO EACH PARTY AT LEAST
TWENTY DAYS PRIOR TO THE DATE ON WHICH THE SUBPOENAIS SOU HT TO BE
SERVED, ((O'vb mofC ?? 4
Us U-?
(2) A COPY OF THE NOTICE OF INTENT, INCLUIING THE PROPOSED SUBPOENA, IS
ATTACHED TO THIS CERTIFICATE,
(3) NO OBJECTION TO THE SUBPOENAH AS 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 THE SUBPOENA
McDONNELL & ASSOCIATES, P.C.
Date: June 5, 2006 By:
Myisha acey-Tilson, Es ire
Attorney I.D. No. 90120
601 S. Henderson Road, Suite 152
King of Prussia, PA 19406
(610) 337-2087
Attorneys for Defendant
Wal-Mart Stores, Inc.
I
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
DR. RONALD SHANE and
HARRIET SHANE, his wife
Plaintiff,
VS. NO, 04-2138
WAL-MART STORES, INC
Defendant.
SUBPOENA TO PRODUCE DOCUMENTS OR THINGS
FOR DISCOVERY PURSUANT TO RULE 4009.22
To: The Baltimore Life Insurance Company
Within twenty (20) days after service of this subpoena, you are ordered by the court to produce the
following documents or things:
SEE ATTACHED ADDENDUM
at 601 South Henderson Road, Suite 152, King of Prussia, Pennsylvania 19406.
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,
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: Mylsha Lacey-Tilson, Esquire
ADDRESS: 601 South Henderson Road, Suite 152
King of Prussia, PA 19406
TELEPHONE: (610) 337-2087
SUPREME COURT ID #: 90120
ATTORNEY FOR: Defendant, Wal-Mart Stores, Inc.
BY THE COURT:
DATE: ZLA? 31, 2PDG ?sl 0"K7 K.
Seal of the Court Prothonotary/Clerk, 04 it ivision.
ADDENDUM TO SUBPOENA
Any and all records and documents in your file pertaining to Dr. Ronald S. Shane,
including but not limited to Letters of Decision, correspondence, memoranda, notes, agreements,
documents, orders, reports, decisions, transcripts of hearings and colloquy, radiology reports,
MRI films, X-rays, CAT scans, EMG reports, office notes, prescriptions, admission records,
billing statements, payment records, health insurance claim forms, electronic data, medical
reports and records relating to any examination, consultation, care or treatment rendered
regarding:
Ronald S. Shane
18 Cliff Road
Sunbury, PA 17801
SSN: 057-28-0409
Date of Birth: 7130/1934
This Subpoena complies with the requirements of the Health Insurance Portability
and Accountability Act of 1996,42 USC § 1320d-2d, 1320d-3 and regulations enacted
thereunder, 45 CFR § 164.500, et seq.
In compliance with the HIPAA notification requirement of 45 CFR § 164.512, a
copy of this Subpoena and accompanying letter requesting the specified medical records
from this provider were provided to the legal representative of the Plaintiff/Patient.
McDONNELL & ASSOCIATES, P.C.
By: Patrick J. McDonnell, Esquire
Attomey I.D. No.: 62310
By: Myisha Lacey-Tilson, Esquire
Attorney I.D. No.: 90120
601 South Henderson Road, Suite 152
King of Prussia, PA 19406
(610) 337-2087 - Telephone
(610) 337-2575 - Facsimile
IN THE COURT OF COMMON PLEA
CIVIL ACTION - LAW
DR. RONALD SHANE and
HARRIET SHANE, his wife
Plaintiff's,
Attomey for Defendant
Wal-Mart Stores, Inc.
,
No. 04-2138
vs.
WAL-MART STORES, INC.
Defendant.
JURY TRIAL DEMANDED
NOTICE OF INTENT TO SERVE SUBPOENAS TO
PRODUCE DOCUMENTS and THINGS FOR
DISCOVERY PURSUANT TO RULE 4009.21
TO: Michael J. Fiorillo, Esquire
FIORILLO LAW OFFICE
217 Mahantongo Street
Pottsville, PA 17901
Defendant, Wal-Mart Stores, Inc., intends to serve Subpoenas identical to the ones
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 and objection to the Subpoenas. If no objection is made,
the Subpoenas may be served.
McDONNELL & ASSOCIATES, P.C.
Dated: May 30, 2006 By: N?s Led
Myi a Lacey-Till n, Esquire
Attorney for Defendant
Wal-Mart Stores, Inc.
^•t7
e-
h
-?.754
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
DR. RONALD SHANE and
HARRIET SHANE, his wife
PLAINTIFFS
V.
WALMART STORES, INC.
DEFENDANT
COURT OF COMMON PLEAS
CIVIL ACTION - LAW
NO. 04-2138
CERTIFICATE
PREREQUISITE TO SERVICE OF A SUBPOENA
PURSUANT TO RULE 4009.22
AS A PREREQUISITE TO SERVICE OF ASUBPOENA FOR DOCUMENTS AND THINGS
PURSUANT TO RULE 4009.22, DEFENDANT CERTIFIES THAT
(1) A NOTICE OF INTENT TO SERVE THE SUBPOENAWITH A COPY OF THE SUBPOENA
ATTACHED THERETO WAS MAILED OR DELIVERED TO EACH PARTY AT LEAST
TWENTY DAYS PRIOR TO THE DATE ON WHICH THE SUBPOENAIS SOUGHT TO BE
SERVED, _US. 6-.
(2) A COPY OF THE NOTICE OF INTENT, INCLUONG THE PROPOSED SUBPOENA, IS
ATTACHED TO THIS CERTIFICATE,
(3) NO OBJECTION TO THE SUBPOENAH AS 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 THE SUBPOENA
McDONNELL & ASSOCIATES, P.C.
Date: June 5, 2006 By: ?UVAUy IL? fit, - (Qd?
Myish L-Tilson, Esquire
Attorney I.D. No. 90120
601 S. Henderson Road, Suite 152
King of Prussia, PA 19406
(610) 337-2087
Attorneys for Defendant
Wal-Mart Stores, Inc.
McDONNELL & ASSOCIATES, P.C.
By: Patrick J. McDonnell, Esquire
Attorney I.D. No.: 62310
By: Myisha Lacey-Tilson, Esquire
Attorney I.D. No.: 90120
601 South Henderson Road, Suite 152
King of Prussia, PA 19406
(610) 337-2087 - Telephone
(610) 337-2575 - Facsimile
IN THE COURT OF COMI
DR. RONALD SHANE and
HARRIET SHANE, his wife
Plaintiffs,
vs.
WAL-MART STORES, INC.
Defendant.
No. 04-2138
JURY TRIAL DEMANDED
NOTICE OF INTENT TO SERVE SUBPOENAS TO
PRODUCE DOCUMENTS and THINGS FOR
DISCOVERY PURSUANT TO RULE 4009.21
TO: Michael J. Fiorillo, Esquire
FIORILLO LAW OFFICE
217 Mahantongo Street
Pottsville, PA 17901
Defendant, Wal-Mart Stores, Inc., intends to serve Subpoenas identical to the ones
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 and objection to the Subpoenas. If no objection is made,
the Subpoenas may be served.
Dated: May 30, 2006
Attorney for Defendant
Wal-Mart Stores, Inc.
PLEAS OF CUMBERLAND COUNTY, PENNSYLV
CIVIL ACTION - LAW
McDONNELL & ASSOCIATES, P.C.
By. Nt?s Myi is Lacey-Tils , Esquire
Attorney for Defendant
Wal-Mart Stores, Inc.
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
DR. RONALD SHANE and
HARRIET SHANE, his wife
Plaintiff,
vs. NO. 04-2139
WAL-MART STORES, INC
Defendant.
SUBPOENA TO PRODUCE DOCUMENTS OR THINGS
FOR DISCOVERY PURSUANT TO RULE 4009.22
To: Hartford Insurance Company - Corporate Office
Within twenty (20) days after service of this subpoena, you are ordered by the court to produce the
following documents or things:
SEE ATTACHED ADDENDUM
at 601 South Henderson Road, Suite 152, King of Prussia, Pennsylvania 19406.
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,
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: Myisha Lacey-Tilson, Esquire
ADDRESS: 601 South Henderson Road, Suite 152
King of Prussia, PA 19406
TELEPHONE: (610) 337-2087
SUPREME COURT ID #: 90120
ATTORNEY FOR: Defendant, Wal-Mart Stores, Inc.
BY THE COURT:
DATE: j11 t S al o"the
Court Prothonotary/Clerk, vil Division
ADDENDUM TO SUBPOENA
Any and all records and documents in your file pertaining to Dr. Ronald S. Shane's
workers' compensation claim filed against Dr. Dean Nardis in 2003, including but not limited to
Letters of Decision, correspondence, memoranda, notes, agreements, and documents denying his
claim; orders, reports and decisions issued by the Pennsylvania Labor Relations Board;
transcripts of hearings and colloquy; and radiology reports, MRI films, X-rays, CAT scans, EMG
reports, office notes, prescriptions, admission records, billing statements, payment records, health
insurance claim forms, electronic data, medical reports and records relating to any examination,
consultation, care or treatment rendered regarding:
Ronald S. Shane
18 Cliff Road
Sunbury, PA 17801
SSN: 057-28-0409
Date of Birth: 7/30/1934
This Subpoena complies with the requirements of the Health Insurance Portability
and Accountability Act of 1996,42 USC § 1320d-2d, 1320d-3 and regulations enacted
thereunder, 45 CFR § 164.500, et seq.
In compliance with the HIPAA notification requirement of 45 CFR § 164.512, a
copy of this Subpoena and accompanying letter requesting the specified medical records
from this provider were provided to the legal representative of the Plaintiff/Patient.
rJa ^Sl
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SHERIFF'S RETURN - NOT SERVED
CASE NO: 2004-02138 P
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SHANE RONALD DR ET AL
VS
WAL-MART STORES INC
R. Thomas Kline , Sheriff , who being duly sworn
according to law, says, that he made a diligent search and inquiry for
the within named WITNESS to wit:
NARDIS DEAN DR but was
unable to locate Him in his bailiwick. He therefore returns the
SUBPOENA
the within named WITNESS
NARDIS DEAN DR
NOT SERVED , as to
WALMART SUPERCENTER VISION CTR 60 NOBLE BLVD
CARLISLE, PA 17013
WITNESS ONLY THERE ON TUESDAYS. SERVICE STOPPED
PER FAX FROM ATTORNEY'S OFFICE.
Sheriff's Costs: So answers
Docketing 18.00 - -J
Service 4.80
Postage .58 R. Thomas line
Surcharge 10.00 Sheriff of Cumberland County
_00
/p/j9/off ? 33 .38 MCDONNELL & ASSOCIATES
L 10/15/2007
Sworn and Subscribed to before me
this day of ,
A. D.
OCT 12 2P27 4:41 PM FR MCDONNELL&ASSOCIATES337 2575 TO 17172406397
i '"b.
L11W OFFICES OF
McDONNELI, &ASSOCIATES, P.C.
601 S. Henderson Road, Suite 152
King of Prussia, Pennsylvania 19406
Telephone: (610) 337-2087
Facsimile: (610) 337-2575
New Jersey Office.
$00 Route 70 West
Cherry Kdl, New jersey 08002
Telephone: (856) 429.5300
Facsimile: (856} 429-5314
Reply To: Pennsylvania
E-Mail Address: mtilson mcda-law.com
VIA FACSIMILE 717-240-6397
Cumberland County Court of Common Pleas
Sheriffs Dept.
One Courthouse Square
Carlisle, PA 17013
Attn: Doris
October 12, 2007
Re: Shane v. Wal-Mart Stores, Inc
Cumberland County C.C.P. No. 04-2138
Dear Doris:
P.02
Patrick J. McDonnell-
Courtney Seda McDonnell"
Karen L. Green*
Robert M. Dunn* t
Lindsey S. Forshay*
Analisa S. Sondergaard*
John M. Guthrie* t
Sarah M. Spletzer*
Myisha Lacey-Tilson*
Gina M. Mac Neill*
of Counsel:
Kathryn V. Chandless* t
t Abp In MW YaR
Pursuant to our telephone conversation of this afternoon, please stop service on the Subpoena
addressed to Dr. Dean Nardis. I will reissue a new Subpoena to be served to allow proper time for service.
Thank you for your attention to this matter. Should you have any questions or concerns, please do
not hesitate to contact me.
Very truly yours,
McDONNELL & ASSOCIATES, P.C.
nak
Leslie A. Knorr, Paralegal to
Myisha Lacey-Tilson, Esquire
** TOTAL PAGE.02 **
SHERIFF'S RETURN - REGULAR
CASE NO: 2004-02138 P
COMMONWEALTH OF PENNSYLVANIA:
COUNTY OF CUMBERLAND
SHANE RONALD DR ET AL
VS
WAL-MART STORES INC
SGT JODY SMITH
Sheriff or Deputy Sheriff of
Cumberland County,Pennsylvania, who being duly sworn according to law,
says, the within SUBPOENA was served upon
r?r'a-rte --T T'r% the
WITNESS at 1125:00 HOURS, on the 23rd day of October , 2007
at CUMBERLAND CO SHERIFF'S OFFICE ONE COURTHOUSE SQUARE
CARLISLE, PA 17013 by handing to
DR. DEAN NARDIS
a true and attested copy of SUBPOENA
together with
and at the same time directing His attention to the contents thereof.
Sheriff's Costs:
Docketing 18.00
Service .00
Affidavit .00
Surcharge 10.00
.00
1013%7 9_ ? 28.00
Sworn and Subscibed to
before me this day
So Answers:
.i d= ..'
R. Thomas Kline
10/23/2007
MCDONNELL & ASSOCIATES
By ?. Jo
Deputy Sheriff
of A. D.
2,754
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
DR. RONALD SHANE and
HARRIET SHANE, his wife
PLAINTIFFS
V.
DEFENDANT
COURT OF COMMON PLEAS
CIVIL ACTION - LAW
NO. 04,2138
CERTIFICATE
PREREQUISITE TO SERVICE OF A SUBPOENA
PURSUANT TO RULE 4009.22
WAL-MART STORES, INC.
AS A PREREQUISITE TO SERVICE OF A SUBPOENA FOR DOCUMENTS AND THINGS
PURSUANT TO RULE 4009.22, DEFENDANT CERTIFIES THAT
(1) A NOTICE OF INTENT TO SERVE THE SUBPOENA WITH A COPY OF THE SUBPOENA
ATTACHED THERETO WAS MAILED OR DELIVERED TO EACH PARTY AT LEAST
TWENTY DAYS PRIOR TO THE DATE ON WHICH THE SUBPOENA IS 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 H AS 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 THE SUBPOENA.
McDONNELL & ASSOCIATES, P.C.
Date: December 17, 2007 By:
Myisha acey-Tilson, Esquire
Attorney I.D. No. 90120
601 S. Henderson Road, Suite 152
King of Prussia, PA 19406
(610) 337-2087
Attorneys for Defendant
Wal-Mart Stores, Inc.
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
?t. ??\a SYk.?e cc1a -
v.
File No. ! a 3
SUBPOENA TO PRODUCE DOCUMENTS OR THINGS
FOR DISCOVERY PURSUANT TO RULE 4009.22
TO: E m(' rrrpxcc jon
(Name of Person or Entity)
Within twenty (20) days after service of this subpoena, you are ordered by the court to produce the
following documents or things:
at
4
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, 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: VLSI I % S? I -rx Q-- -T, ?Sa1, C-SA.
Z. S'ye 15a
ADDRESS: Coot S. t40n6Qn
? l4u nio
TELEPHONE: t .10 - 3
# cl
SUPREME COURT ID
ATTORNEY FOR: dPCellr?r??-
BY THE COURT:
Prothonotary, Civil Division
?-Pruss?t, ,
?n
14 40b
Date:
'Seal of the Court Deputy
P
z', r?
ca A
-
, rn n
b
McDONNELL & ASSOCIATES, P.C.
BY: Myisha Lacey-Tilson, Esquire
Attorney I.D. No. 90120
Metropolitan Business Center
860 First Avenue, Suite 5B
King of Prussia, Pennsylvania 19406
Telephone: (610) 337-2087
Facsimile: (610) 337-2575
DR. RONALD SHANE and .
HARRIET SHANE, his wife .
Plaintiffs,
VS.
WAL-MART STORES, INC.
Defendant.
Attorney for Defendant,
Wal-Mart Stores, Inc
COURT OF COMMON PLEAS
CUMBERLAND COUNTY
NO.: 04-2138
JURY TRIAL DEMANDED
DEFENDANT'S, WAL-MART STORES, INC.,
MOTION TO COMPEL EXECUTION OF TAX AUTHORIZATION FORMS
Defendant, Wal-Mart Stores, Inc. (hereinafter "Wal-Mart"), by and through its attorneys,
McDonnell & Associates, P.C., hereby moves this Honorable Court to enter an Order compelling
Plaintiffs Dr. Ronald Shane and Harriet Shane to execute the authorizations for the release of
their tax information from the Internal Revenue Service. In support of its Motion, Wal-Mart
avers as follows:
1. The filing of a Complaint on May 13, 2004 commenced the instant Civil Action.
2. Defendant filed a timely Answer to the Complaint.
3. On or about July 25, 2005 Defendant's First Attorney filed a withdrawal of
appearance.
4. Thereafter, McDonnell & Associates entered its appearance.
5. Plaintiff Ronald Shane, an optometrist, claims that on April 19, 2003, he slipped
on a curb and fell near the Lawn & Garden Department outside of the Wal-Mart
Store in Carlisle, PA. A true and correct copy of Plaintiffs' Complaint is attached
hereto as Exhibit "A."
6. In paragraph 16 of his Complaint, Plaintiff alleges that he "has been prevented
from attending to his customary occupation and therefore lost and will continue to
lose wages and income." See Exhibit "A."
7. Plaintiff's conservative estimate of his lost income is $350,000.00.
8. Pa. R.C.P. 4003.1 §(a) states that "a party may obtain discovery regarding any
matter, not privileged, which is relevant to the subject matter involved in the
pending action...". Section (b) goes on to state that "it is not grounds for
objection that the information sought will be inadmissible at trial if the
information sought appears reasonably calculated to lead to discovery of
admissible evidence."
9. Under Pennsylvania law, it is clear that by making a claim for personal injury, an
individual must expect reasonable inquiry and investigation to be made of his
claim and to that extent, the individual's privacy interests are circumscribed.
Foster v. Manchester, 410 Pa. 192, 189 A.2d 147 (1963).
10. On or about September 9, 2008, Defendant sent a letter to Plaintiffs' counsel
enclosing authorization forms for the release of Plaintiffs' tax information for the
three years preceding the incident and the subsequent years to date. See counsel
correspondence attached hereto as Exhibit "B."
11. Plaintiffs failed to provide any response to Defendant's letter.
12. On October 10, 2008, Defendant sent a follow up letter to Plaintiffs' attorney
requesting the signed authorization forms within seven (7) days. See counsel
correspondence attached hereto as Exhibit "C."
13. To this date, Defendant has not received the requested authorization forms signed
by Plaintiffs.
14. Plaintiff testified at his deposition that over the last ten years, he has filed tax
returns for all of his income and identified his employers in the returns. See Pl.
Dep., p. 10 1, lines 10-15 attached as Exhibit "D."
15. Wal-Mart is prejudiced by its inability to obtain the requested records from the
IRS. This information is clearly relevant in a personal injury case where Plaintiffs
are alleging significant economic damages, lost wages and earning capacity.
16. Pa.R.C.P. 4019 empowers this Court to enter an Order compelling the Plaintiffs to
fully and completely respond to Wal-Mart's discovery requests.
WHEREFORE, Defendant Wal-Mart respectfully requests that this Court issue an Order
compelling Plaintiffs Dr. Ronald Shane and Harriet Shane to execute the attached tax
authorization forms or suffer further sanctions.
Dated: October 29, 2008 By:
Myisha Lacey Tilson, q
Attorney for Defendant
Wal-Mart Stores, Inc.
McDONNELL & ASSOCIATES, P.C.
C
- E uire
VERIFICATION
I, Myisha Lacey-Tilson, Esquire, hereby state that I am the attorney in this action for
Defendant, Wal-Mart Stores, Inc., and I verify that the statements made in the foregoing
Motion to Compel are true and correct upon personal knowledge, information and belief.
The undersigned understands that the statements therein are made subject to the
penalties of 18 Pa. C.S.A. § 4904 relating to unsworn falsification to authorities.
Dated: October 29, 2008 Myisha Lacey-Tilson, Esquire
McDONNELL & ASSOCIATES, P.C.
BY: Myisha Lacey-Tilson, Esquire
Attorney I.D. No. 90120
Metropolitan Business Center
860 First Avenue, Suite 5B
King of Prussia, Pennsylvania 19406
Telephone: (610) 337-2087
Facsimile: (610) 337-2575
Attorney for Defendant,
Wal-Mart Stores, Inc
DR. RONALD SHANE and
HARRIET SHANE, his wife
COURT OF COMMON PLEAS
CUMBERLAND COUNTY
Plaintiffs,
NO.: 04-2138
VS.
WAL-MART STORES, INC.
JURY TRIAL DEMANDED
Defendant.
ATTORNEY CERTIFICATION OF GOOD FAITH
Pursuant to Delaware County Local R.C.P. 208.2(e)
The undersigned counsel for movant hereby certifies and attests that:
® a. He or she has had the contacts described below with opposing counsel or
unrepresented party regarding the discovery matter contained in the foregoing
discovery motion in an effort to resolve the specific discovery dispute(s) at
issue and, further, that despite all counsel's good faith attempts to resolve the
dispute(s), counsel have been unable to do so without Court intervention.
Description of effort to resolve discovery motion: See Motion.
? b. He or she was unsuccessful in actually contacting opposing counsel or
unrepresented party in an attempt to resolve the discovery dispute(s) despite
his or her good faith efforts to do so.
Description of effort to resolve discovery motion:
CERTIFIED TO THE COURT BY:
McDONNELL & ASSOCIATES, P.C.
Dated: October 29, 2008 By:
Myish Lacey-Tilson, Esquire
Attorney for Defendant
Wal-Mart Stores, Inc
McDONNELL & ASSOCIATES, P.C.
BY: Myisha Lacey-Tilson, Esquire
Attorney I.D. No. 90120
Metropolitan Business Center
860 First Avenue, Suite 5B
King of Prussia, Pennsylvania 19406
Telephone: (610) 337-2087
Facsimile: (610) 337-2575
Attorney for Defendant,
Wal-Mart Stores, Inc
DR. RONALD SHANE and COURT OF COMMON PLEAS
HARRIET SHANE, his wife CUMBERLAND COUNTY
Plaintiffs, NO.: 04-2138
VS.
WAL-MART STORES, INC. JURY TRIAL DEMANDED
Defendant.
CERTIFICATE OF SERVICE
I, Myisha Lacey-Tilson, Esquire, hereby certify that a true and correct copy of Defendant,
Wal-Mart Stores, Inc.'s Motion to Compel Execution of Tax Authorization Forms was served via
Facsimile on October 29, 2008 to the counsel below named:
Michael J. Fiorillo, Esquire
Fiorillo Law Office
217 Mahantongo Street
Pottsville, PA 17901
Counsel for Plaintiffs
McDONNELL & ASSOCIATES, P.C.
By:
Myisha Lac y-Tilson, Esquire
Attorney for Defendant
Wal-Mart Stores, Inc.
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
CIVIL DIVISION LAW
Dr. Ronald Shane and Harriet Shane, ??
his wife, No. cbq - a 3 P l.. l v
Plaintiffs
VS.
Wal-mart Stores Inc.
Defendant
NOTICE
You have been sued in court. If you wish to defend against the claims set forth in the
following pages, you must take action within twenty (20) days after the 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 OR CANNOT AFFORD ONE, GO TO OR TELEPHONE THE
OFFICE SET FORTH BELOW TO FIND OUT WHERE YOU CAN GET LEGAL HELP.
Pennsylvania Bar Association Lawyers Referral Service
100 South Street, P.O. Box 166
Harrisburg, PA 17108
1-800-692-7375
C.l
T1
- W
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
CIVIL DIVISION LAW
Dr. Ronald Shane and Harriet Shane,
his wife, No.
Plaintiffs
VS.
Wal-mart Stores Inc.
Defendant
COMPLAINT
AND NOW the Plaintiffs, by and through their attorney, Michael J. Fiorillo, Esquire,
hereby files this Complaint and in support thereof aver as follows:
1. The Plaintiffs are Dr. Ronald Shane and Harriet Shane, his wife, adult individuals residing
at 18 Cliff Road, Sunbury, Northumberland County, Pennsylvania 17801.
2. The Defendant, Walmart Stores Inc., a corporation with headquarters at 702 S. W. 8"
Street, Bentonville, AR 72716. The Defendant owns and operates retail stores
throughout the United States of America.
3. The Defendant owns and operates a retail store at 60 Noble Blvd. Carlisle, Pennsylvania,
17013.
4. On April 19, 2003, at approximately 2:05 p.m., the Plaintiff, Dr. Ronald Shane, was
working at a facility known as Walmart Optical which is operated by Dr. Dean Nardis.
The Plaintiff was not employed by Defendant.
5. At the aforementioned date and time, the Plaintiff, Dr. Shane, and Dr. Nardis were
walking from the Walmart Optical section of Defendant's store to a restaurant near
Defendant's place of business.
b. While exiting Defendant's store, Plaintiff and Dr. Nardis were walking along the sidewalk
in front of the store where they encountered farm implements placed on the sidewalk by
employees of Defendant.
7. Upon information and belief, these farm implements were placed on the sidewalk as items
for sale by Defendant.
8. On the morning of April 19, 2003 it had rained and upon information and belief there was
a wet, oily mixture in the area of the parking lot immediately abutting the sidewalk where
Plaintiff was walking.
9. But for the placement of the farm implements on the sidewalk, the Plaintiff would not
have left the sidewalk at this particular location in order to reach his destination.
10. At the times mentioned above Defendant had the duty to maintain its business premises in
a reasonably safe condition for business invitees, including Plaintiff.
It. In violation of this duty the Defendant negligently permitted and maintained on the
business premises an obstruction in its sidewalk causing Plaintiff and other persons to
leave the sidewalk and stop in the area traveled by vehicles in the parking lot.
12. While walking around the farm implements, Dr. Shane struck a wet, slippery substance
causing him to fall to the ground and seriously injuring him.
13. As a proximate result of the negligence of Defendant, the Plaintiff was injured in his
health, strength and activities.
14. Plaintiff sustained bodily injuries and shock to his nervous system which have caused and
will continue to cause great mental, emotional and physical pain and suffering. Dr.
w
Shane's injuries included but are not limited to the following:
(A) Dislocation of left shoulder;
(B) Broken bone in scapula;
(C) Torn rotator cuff and accompanying soft tissue damage;
(D) Fracture of Glenoid bone
(E) Shock to his system resulting in increased blood sugar levels aggravating Plaintiff's
pre-existing diabetes and created a hypothyroid condition causing vertical diplopia
which may be permanent.
15. A further proximate result of the negligence of Defendant, Plaintiff has incurred and will
continue to incur medical, hospital and related expenses.
16. As a further proximate result of the negligence of Defendant Plaintiff has been prevented
from attending to his customary occupation and therefore lost and will continue to lose
wages and income.
17. Defendant negligently, carelessly and improperly failed to provide a reasonably safe
sidewalk for Plaintiff to walk.
18. Defendant knew or in the exercise of reasonable care should have known of the existence
of the blocked sidewalk which caused patrons, customers, invitees, and in this case ,
Plaintiff to leave the sidewalk and walk in an area where there was a wet and slippery
condition thereby causing the likelihood that a person would slip and fall and be injured as
a result.
19. The Plaintiff Harriet Shane, is Dr. Shane's wife and as a result of the injuries to Dr.
Shane, Plaintiff Harriet Shane makes claim for loss of consortium.
WHEREFORE Plaintiffs request judgment against Defendant in an amount in excess of
$50,000.00 including costs of suit, interest, delay damages if applicable, and such other relief as
the Court deems just and proper.
Respectfully submitted,
FIORILLO LAW OFFICES
BY:
kic? haet J. Fiorillo, Esquire
217 Mahantongo Street
Pottsville, PA 17901
570-622-7725
Atty. I.D. No. 52825
VERIFICATION
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF CUMBERLAND
Pursuant to Pennsylvania Rules of Civil Procedure Nos. 76 and 1024, I, Ronald Shane,
Plaintiff, state and affirm that the facts contained in the preceding document are true upon my
information and belief and I make this statement subject to the penalties of 18 Pa. C.S.A. Section
4904, relating to unsworn falsifications to authorities.
Ro ld Shane
DATED:
VERIFICATION
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF CUMBERLAND
Pursuant to Pennsylvania Rules of Civil Procedure Nos. 76 and 1024, I, Harriet Shane,
Plaintiff, state and a$irm that the facts contained in the preceding document are true upon my
information and belief and I make this statement subject to the penalties of 18 Pa. C.S.A. Section
4904, relating to unsworn falsifications to authorities.
Harriet Shane
DATED:
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
CIVIL DIVISION LAW
Dr. Ronald Shane and Harriet Shane,
his wife, No.
Plaintiffs
Vs.
Wal-mart Stores Inc.
Defendant
CERTIFICATE OF SERVICE
I, Michael J. Fiorillo, Esquire, Counsel for the Plaintiffs hereby certify that a true and
correct copy of the foregoing Complaint was served Via Certified Mail, Return Receipt
Requested to the following:
Walmart Stores Inc.
742 S. W. 8h Street
Bentonville, AR 72716
Michael
o, Esquire
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McDONNELL & ASSOCIATES, P. C.
Metropolitan Business Center
860 First Avenue, Suite 5B
King of Prussia, Pennsylvania 19406
Telephone: (610) 337-2087
Facsimile: (610) 337-2575
New Jersey Office:
500 Route 70 West
Cherry Hill, New Jersey 08002
Telephone: (858) 429-5300
Facsimile: (858) 429-5314
Reply To: Pennsylvania
E-Mail Address: mtilson@mcda-law.com
September 9, 2008
VIA FACSIMILE (570) 622-8773
Michael J. Fiorillo, Esquire
FIORILLO LAW OFFICE
217 Mahantongo Street
Pottsville, PA 17901
Re: Ronald Shane, et al v. Wal-Mart Stores, Inc.
Cumberland County C.C.P. No. 04-2138
Dear Mr. Fiorillo:
Patrick J. McDonnell*
Courtney Seda McDonnell*
Karen L. Green*
Robert M. Dunn* t
Lindsey S. Forshay*
Analisa Sondergaard*
Christine D. Steere*
Sarah M. Spletzer*
Myisha Lacey-Tilson*
Brendan D. Hennessy'
Nancy E. Zangrilli* tt
Mehvush S. Cabrales*
Of Counsel:
Kathryn V. Chandless* t
Admitted in Pennsylvania and New Jersey
t Admitted in New York
tt Admitted In Massachusetts
Enclosed please find authorization forms for the Release of the above Plaintiffs' Tax
Information. Kindly arrange for your clients' execution of same and return said forms to our
office.
Thank you for your attention.
Very truly yours,
McDONNELL & ASSOCIATES, P.C.
Myisha Lacey-Tilson, Esquire
MLT/to
Enclosure
4506-T Request for Transcript of Tax Return
Form
? Do not sign this form unless all applicable lines have been completed.
(Rev. January 2008) Read the instructions on page 2. OMB No. 1545-1872
? Request may be rejected if the form is incomplete, illegible, or any required
Department of the Treasury line was blank at the time of signature.
Internal Revenue Service
Tip: Use Form 4506-T to order a transcript or other return information free of charge. See the product list below. You can also call 1-800-829-1040 to
order a transcript. If you need a copy of your return, use Form 4506, Request for Copy of Tax Return. There is a fee to get a copy of your return.
1a Name shown on tax return. If a joint return, enter the name shown first. 1b First social security number on tax return or
employer identification number (see instructions)
Ronald Shane 057-28-0409
2a If a joint return, enter spouse's name shown on tax return 2b Second social security number if joint tax return
Harriet Shane 180 32 6905
3 Current name, address (including apt., room, or suite no.), city, state, and ZIP code
18 Cliff Road, Sunbury, PA 17801
4 Previous address shown on the last return filed if different from line 3
5 If the transcript or tax information is to be mailed to a third party (such as a mortgage company), enter the third party's name, address,
and telephone number. The IRS has no control over what the third party does with the tax information.
McDonnell & Associates, P.C.
860 First Avenue, Suite 5B, King of Prussia, PA 19406
610-337-2087
Caution: DO NOT SIGN this form if a third party requires you to complete Form 4506-T, and lines 6 and 9 are blank.
6 Transcript requested. Enter the tax form number here (1040, 1065, 1120, etc.) and check the appropriate box below. Enter only one tax
form number per request. ? 1040
a Return Transcript, which includes most of the line items of a tax return as filed with the IRS. Transcripts are only available for
the following returns: Form 1040 series, Form 1065, Form 1120, Form 1120A, Form 1120H, Form 1120L, and Form 1120S.
Return transcripts are available for the current year and returns processed during the prior 3 processing years. Most requests
will be processed within 10 business days . . . . . . . . . . . . . . . . . . . . . . . . . .
b Account Transcript, which contains information on the financial status of the account, such as payments made on the account, penalty
assessments, and adjustments made by you or the IRS after the return was filed. Return information is limited to items such as tax liability ?
and estimated tax payments. Account transcripts are available for most returns. Most requests will be processed within 30 calendar days
c Record of Account, which is a combination of line item information and later adjustments to the account. Available for current year ?
and 3 prior tax years. Most requests will be processed within 30 calendar days . . . . . . . . . . . . . . . .
7 Verification of Nonfiling, which is proof from the IRS that you did not file a return for the year. Most requests will be processed ?
within 10 business days . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
8 Form W-2, Form 1099 series, Form 1098 series, or Form 5498 series transcript. The IRS can provide a transcript that includes data from
these information returns. State or local information is not included with the Form W-2 information. The IRS may be able to provide this transcript
information for up to 10 years. Information for the current year is generally not available until the year after it is filed with the IRS. For example,
W-2 information for 2006, filed in 2007, will not be available from the IRS until 2008. If you need W-2 information for retirement purposes, you ?
should contact the Social Security Administration at 1-800-772-1213. Most requests will be processed within 45 days . . . . . . .
Caution: if you need a copy of Form W-2 or Form 1099, you should first contact the payer. To get a copy of the Form W-2 or Form 1099
filed with your return, you must use Form 4506 and request a copy of your return, which includes all attachments.
9 Year or period requested. Enter the ending date of the year or period, using the mm/dd/yyyy format. If you are requesting more than four
years or periods, you must attach another Form 4506-T. For requests relating to quarterly tax returns, such as Form 941, you must enter
each quarter or tax period separately.
12 / 31 / 00 12 / 31 / 01 12 / 31 / 02 12 / 31 / 03
Signature of taxpayer(s). I declare that I am either the taxpayer whose name is shown on line 1 a or 2a, or a person authorized to obtain the tax
information requested. If the request applies to a joint return, either husband or wife must sign. If signed by a corporate officer, partner,
guardian, tax matters partner, executor, receiver, administrator, trustee, or party other than the taxpayer, I certify that I have the authority to
execute Form 4506-T on behalf of the taxpayer.
Telephone number of taxpayer on
line 1 a or 2a
'
Sign Signature (see instructions) Date ( )
Here ' Title (if line 1a above is a corporation, partnership, estate, or trust)
' Spouse's signature Date
For Privacy Act and Paperwork Reduction Act Notice, see page 2. Cat. No. 37667N Form 4506-T (Rev. 1-2008)
4506-T Request for Transcript of Tax Return
Form
? Do not sign this form unless all applicable lines have been completed.
(Rev. January 2008) Read the instructions on page 2. OMB No. 1545-1872
? Request may be rejected if the form is incomplete, illegible, or any required
Department of the Treasury
Internal Revenue Service line was blank at the time of signature.
Tip: Use Form 4506-T to order a transcript or other return information free of charge. See the product list below, You can also call 1-800-829-1040 to
order a transcript. If you need a copy of your return, use Form 4506, Request for Copy of Tax Return. There is a fee to get a copy of your return.
is Name shown on tax return. If a joint return, enter the name shown first. lb First social security number on tax return or
employer identification number (see instructions)
Ronald Shane 057-28-0409
2a If a joint return, enter spouse's name shown on tax return 2b Second social security number if joint tax return
Harriet Shane 180 32 6905
3 Current name, address (including apt., room, or suite no.), city, state, and ZIP code
18 Cliff Road, Sunbury, PA 17801
4 Previous address shown on the last return filed if different from line 3
5 If the transcript or tax information is to be mailed to a third party (such as a mortgage company), enter the third party's name, address,
and telephone number. The IRS has no control over what the third party does with the tax information.
McDonnell & Associates, P.C.
860 First Avenue, Suite 5B, King of Prussia, PA 19406
610-337-2087
Caution: DO NOT SIGN this form if a third party requires you to complete Form 4506-T, and lines 6 and 9 are blank.
6 Transcript requested. Enter the tax form number here (1040, 1065, 1120, etc.) and check the appropriate box below. Enter only one tax
form number per request. ? 1040
a Return Transcript, which includes most of the line items of a tax return as filed with the IRS. Transcripts are only available for
the following returns: Form 1040 series, Form 1065, Form 1120, Form 1120A, Form 1120H, Form 1120L, and Form 1120S.
Return transcripts are available for the current year and returns processed during the prior 3 processing years. Most requests
will be processed within 10 business days . . . . . . . . . . . . . . . . . . . . . . . . . . .
b Account Transcript, which contains information on the financial status of the account, such as payments made on the account, penalty
assessments, and adjustments made by you or the IRS after the return was filed. Return information is limited to items such as tax liability O
and estimated tax payments. Account transcripts are available for most returns. Most requests will be processed within 30 calendar days .
c Record of Account, which is a combination of line item information and later adjustments to the account. Available for current year ?
and 3 prior tax years. Most requests will be processed within 30 calendar days . . . . . . . . . . . . . . . . .
7 Verification of Nonfiling, which is proof from the IRS that you did not file a return for the year. Most requests will be processed ?
within 10 business days . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
8 Form W-2, Form 1099 series, Form 1098 series, or Form 5498 series transcript. The IRS can provide a transcript that includes data from
these information returns. State or local information is not included with the Form W-2 information. The IRS may be able to provide this transcript
information for up to 10 years. Information for the current year is generally not available until the year after it is filed with the IRS. For example,
W-2 information for 2006, filed in 2007, will not be available from the IRS until 2008. If you need W-2 information for retirement purposes, you ?
should contact the Social Security Administration at 1-800-772-1213. Most requests will be processed within 45 days . . . . . . . ?
Caution: If you need a copy of Form W-2 or Form 1099, you should first contact the payer. To get a copy of the Form W-2 or Form 1099
filed with your retum, you must use Form 4506 and request a copy of your return, which includes all attachments.
9 Year or period requested. Enter the ending date of the year or period, using the mm/dd/yyyy format. If you are requesting more than four
years or periods, you must attach another Form 4506-T. For requests relating to quarterly tax returns, such as Form 941, you must enter
each quarter or tax period separately.
12 / 31 / 04 12 / 31 / 05
12 / 31 / 06 12 / 31 / 07
Signature of taxpayer(s). I declare that I am either the taxpayer whose name is shown on line 1 a or 2a, or a person authorized to obtain the tax
information requested. If the request applies to a joint return, either husband or wife must sign. If signed by a corporate officer, partner,
guardian, tax matters partner, executor, receiver, administrator, trustee, or party other than the taxpayer, I certify that I have the authority to
execute Form 4506-T on behalf of the taxpayer.
'
Sign Signature (see instructions)
Here
Title (if line to above is a corporation, partnership, estate, or trust)
Date
Telephone number of taxpayer on
line 1 a or 2a
Spouse's signature
For Privacy Act and Paperwork Reduction Act Notice, see page 2.
Date
Cat. No. 37667N Form 4506-T (Rev. 1-2008)
JOB STATUS REPORT ** AS OF SEP 09 2008 1:04 PM PAGE-01
MCDONNELL&ASSOCIATES
JOB #018
DATE TIME TO/FROM MODE MIN/SEC PGS STATUS
001 9/09 1:01P 5706228773 EC--S 01'43" 004 OK
IAAW OFFICES OF
.Ltr cDONNfLL & A,SSOCIATES, P. C.
601 S. Henderson Road, Suite 152
King of Prussia, Pennsylvania 19406
Telephone: (610) 337-2087
Facsimile: (610) 337-2575
New JerseyOTO
500 AouOe 70 West
Cherry Kk New Jersey 08002
Telephone: (856) 420-6900
Facsimire: (856) 420.5914
Reply To: Pennsylvania
E-Mail Address: mdlsonflcda-laW.com
FAX TRANSMISSION
TO: Michael ]. Fiorillo, fEsauire
Fax #: 570-522-8773
FROM: Myisha iLaca-Tlson, fEsaulm
DATE: September 9, 2008
Patrick J. McDonnell'
Courtney Soda McDonnell'
Karen L Green"
Robert M. Dunn" t
Lindsey S. ForsW
Analiss S. Sondergaard"
John M. Guthrie' f
Sarah M. Spletzer"
MyMa Lacsy-Tilson•
Gina M. Mac Neilr'
Brendan D. Hennessy"
OrCounsel.,
Kathryn V. Chandless' t
• ne.w.ai.r-.wvw.+.?au?+?w
A*~ " RM YOM
CLi LENT/MATTER NO: Shane, at al. v. wall-Mart Stores
PAGES: 3 (including this cover sheet)
COMMENTS:
ORIGINAL _ WILL X WILL NOT FOLLOW
THE INFORMATION CONTAINED IN THIS FACSIMILE MESSAGE IS CONFIDENTIAL. AND ATTORNEY
PRIVILEGED. THE INFORMATION IS INTENDED ONLY FOR USE OF THE INDIVIDUAL OR ENTITY NAMED
ABOVE. IF THE READER OF THIS MESSAGE IS NOT THE INTENDED RECIPIENT, YOU ARE HEREBY
NOTIFIED THAT ANY DISSEMINATION, DISTRIBUTION OR COPY OF THIS COMMUNICATION IS STRICTLY
PROHIBITED. IF YOU HAVE RECEIVED THIS COMMUNICATION IN ERROR, PLEASE IMMEDIATELY NOTIFY
US BY TELEPHONE AND RETURN THE ORIGINAL MESSAGE TO US AT THE ABOVE ADDRESS VIA THE U.S.
POSTAL SERVICE. THANK YOU.
LAW OFFICES OF
IVICDONNELL&ASSOCIATES, P.C.
601 S. Henderson Road, Suite 152
King of Prussia, Pennsylvania 19406
Telephone: (610) 337-2087
Facsimile: (610) 337-2575
New Jersey Office:
500 Route 70 West
Cherry Hill, New Jersey 08002
Telephone: (856) 429-5300
Facsimile: (856) 429-5314
Reply To: Pennsylvania
E-Mail Address: mtilsonlcr7_mcda-law.com
FAX TRANSMISSION
To:
Fax #:
FROM:
DATE:
CLIENT/ MATTER NO:
PAGES:
COMMENTS:
ORIGINAL
Michael J. Fiorillo, Esquire
570-622-8773
Myisha Lacey-Tilson, Esquire
September 9, 2008
Shane, et al. v. Wal-Mart Stores
3 (including this cover sheet)
Patrick J. McDonnell*
Courtney Seda McDonnell*
Karen L. Green*
Robert M. Dunn* t
Lindsey S. Forshay*
Analisa S. Sondergaard*
John M. Guthrie* t
Sarah M. Spletzer*
Myisha Lacey-Tilson*
Gina M. Mac Neill*
Brendan D. Hennessy*
Of Counsel:
Kathryn V. Chandless* t
Admired in Pennsylvania and New Jersey
f Admitted in Naw York
WILL X WILL NOT FOLLOW
THE INFORMATION CONTAINED IN THIS FACSIMILE MESSAGE IS CONFIDENTIAL AND ATTORNEY
PRIVILEGED. THE INFORMATION IS INTENDED ONLY FOR USE OF THE INDIVIDUAL OR ENTITY NAMED
ABOVE. IF THE READER OF THIS MESSAGE IS NOT THE INTENDED RECIPIENT, YOU ARE HEREBY
NOTIFIED THAT ANY DISSEMINATION, DISTRIBUTION OR COPY OF THIS COMMUNICATION IS STRICTLY
PROHIBITED. IF YOU HAVE RECEIVED THIS COMMUNICATION IN ERROR, PLEASE IMMEDIATELY NOTIFY
US BY TELEPHONE AND RETURN THE ORIGINAL MESSAGE TO US AT THE ABOVE ADDRESS VIA THE U.S.
POSTAL SERVICE. THANK YOU.
LAW OFFICES OF
McDONNELL &AS$OCIATO, P. C.
Metropolitan Business Center
860 First Avenue, Suite 5B
King of Prussia, Pennsylvania 19406
Telephone: (610) 337-2087
Facsimile: (610) 337-2575
New Jersey Office:
500 Route 70 West
Cherry Hill, New Jersey 08002
Telephone: (856) 429-5300
Facsimile: (856) 429-5314
Reply To: Pennsylvania
E-Mail Address: mtilson@mcda-law.com
October 10, 2008
VIA FACSIMILE (570) 622-8773
Michael J. Fiorillo, Esquire
FIORILLO LAW OFFICE
217 Mahantongo Street
Pottsville, PA 17901
Re: Ronald Shane, et al v. Wal-Mart Stores, Inc.
Cumberland County C.C.P. No. 04-2138
Dear Mr. Fiorillo:
Patrick J. McDonnell*
Courtney Seda McDonnell*
Karen L. Green*
Robert M. Dunn* t
Lindsey S. Forshay*
Analisa Sondergaard*
Christine D. Steere*
Sarah M. Spletzer*
Myisha Lacey-Tilson*
Brendan D. Hennessy*
Nancy E. Zangrilli* ft
Mehvush S. Cabrales*
Of Counsel.
Kathryn V. Chandless* t
Admitted in Pennsylvania and New Jersey
t Admixed in New York
tt Admitted In Massachusetts
On September 9, 2008, we forwarded authorization forms for the Release of the above
Plaintiffs' Tax Information.
To this date, we have not received the requested signed authorization forms, which are
necessary and relevant as your clients are alleging lost wages and earning capacity.
Kindly provide us with said authorization forms within seven (7) days to avoid the filing
of a motion to compel.
Thank you for your attention.
Very truly yours,
McDONNELL & ASSOCIATES, P.C.
9yV
Myisha Lacey-Tilson, Esquire
MLT/to
JOB STATUS REPORT 1* AS OF OCT 10 2008 10:45 AM PAGE.01
MCDONNELL&ASSOCIATES
JOB #836
DATE TIME TO/FROM MODE MIN/SEC PGS STATUS
001 10%10 10:43A 5706228773 EC--S 00'45" 002 OK
LAW OFFICES OF
McDONNELL & AmCrATES, P. C.
601 S. Henderson Road, Suite 152
King of Prussia, Pennsylvania 19406
Telephone: (610) 337-2087
Facsimile: (610) 337-2575
Now Jersey 01ffcs:
800 Route 70 west
Curry Hill, Now Jersey 0$002
Telephone; (858) 4285300
Faraimge; (858) 429-5314
Reply To: Pennsylvania
E-Mail Address: mtilson0mcda-law.com
FAX TRANSMISSION
To., Michael J. Fiorillo. Esctuire
Fax #: 570-622-8773
FRom: MASha Lacey-Tilson, Esauiire
DATE: 9ctober 10.2008
Patrick J. McDonnell*
Courtney Seda McDonnell*
Karen L. Green*
Robert M. Dunn* t
Lindsey S. ForshW
Analisa S. Sondergaard*
John M. Guthrie' t
Sarah M. Spletzer*
Myisha Lacey-Titson*
Gina M. Mac Neill*
Brendan D. Henne3sy*
Of Counsel:
Kathryn V. Chandless' 1
- AdmilOgl M V.mwyNam. and Na. J.f!!f
t A*&4W k N" York
CLIENTIMATTER No: Shane, et ai. v. Wal-Mart Stares
PAGES: i (including this cover sheet)
COMMENTS:
ORIGINAL WILL X WILL NOT FOLLOW
THE INFORMATION CONTAINED IN THIS FACSIMILE MESSAGE IS CONFIDENTIAL AND ATTORNEY
PRIVILEGED. THE INFORMATION IS INTENDED ONLY FOR USE OF THE INDIVIDUAL OR ENTITY NAMED
ABOVE. IF THE READER OF THIS MESSAGE IS NOT THE INTENDED RECIPIENT, YOU ARE HEREBY
NOTIFIED THAT ANY DISSEMINATION, DISTRIBUTION OR COPY OF THIS COMMUNICATION IS STRICTLY
PROHIBITED. IF YOU HAVE RECEIVED THIS COMMUNICATION IN ERROR, PLEASE IMMEDIATELY NOTIFY
US BY TELEPHONE AND RETURN THE ORIGINAL MESSAGE TO US AT THE ABOVE ADDRESS VIA THE U.S.
POSTAL SERVICE. THANK YOU.
LAW OFFICES OF
IVICDONNEI,I, $z ASSOCIATES, P.C.
601 S. Henderson Road, Suite 152
King of Prussia, Pennsylvania 19406
Telephone: (610) 337-2087
Facsimile: (610) 337-2575
New Jersey Office:
500 Route 70 West
Cherry Hill, New Jersey 08002
Telephone: (856) 429-5300
Facsimile: (656) 429-5314
Reply To: Pennsylvania
E-Mail Address: mtilson(ED-mcda-law.com
FAX TRANSMISSION
To:
Fax #:
FROM:
DATE:
CLIENT MATTER NO:
PAGES:
COMMENTS:
ORIGINAL
Michael 1. Fiorillo, Esquire
570-622-8773
Myisha Lacey-Tilson, Esquire
October 10, 2008
Shane, et al. v. Wal-Mart Stores
1(including this cover sheet)
Patrick J. McDonnell*
Courtney Seda McDonnell*
Karen L. Green*
Robert M. Dunn* t
Lindsey S. Forshay*
Analisa S. Sondergaard*
John M. Guthrie* t
Sarah M. Spletzer*
Myisha Lacey-Tilson*
Gina M. Mac Neill*
Brendan D. Hennessy*
Of Counsel.
Kathryn V. Chandless* t
Admitted in Pennsylvania and New Jersey
t Admitted in New York
WILL X WILL NOT FOLLOW
THE INFORMATION CONTAINED IN THIS FACSIMILE MESSAGE IS CONFIDENTIAL AND ATTORNEY
PRIVILEGED. THE INFORMATION IS INTENDED ONLY FOR USE OF THE INDIVIDUAL OR ENTITY NAMED
ABOVE. IF THE READER OF THIS MESSAGE IS NOT THE INTENDED RECIPIENT, YOU ARE HEREBY
NOTIFIED THAT ANY DISSEMINATION, DISTRIBUTION OR COPY OF THIS COMMUNICATION IS STRICTLY
PROHIBITED. IF YOU HAVE RECEIVED THIS COMMUNICATION IN ERROR, PLEASE IMMEDIATELY NOTIFY
US BY TELEPHONE AND RETURN THE ORIGINAL MESSAGE TO US AT THE ABOVE ADDRESS VIA THE U.S.
POSTAL SERVICE. THANK YOU.
101
1
2
3
4
5
6
7
a
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
A Dr. Samad.
Q Can I see this real quick?
A Sure.
Q Okay. So this letter is like a disability
letter from Dr. Samad, correct?
A (No audible response.)
MR. MCDONNELL: We'll mark this Shane 7.
(Shane Exhibit No. 7 marked.)
BY MR. MCDONNELL:
Q Now, I assume that you filed tax returns for all
the income and everything else like that and identified
your employers over the last ten years?
A You're correct.
Q You're shaking your head yes?
A Yes.
Q All right. I asked you whether or not you
talked to anybody at Wal-Mart on the day of the accident.
Since the day of the accident, have you talked to any of
the managers or people at Wal-Mart about the happening of
the accident?
A Other than Dr. Nardis?
Q Right.
A Just Dr. Nardis.
Q Okay. How about anybody in the store proper,
the store manager, the assistant manager, anybody else?
..,>
. -?,
Y 7
.?.. i
1
.
?... ?;.?
McDONNELL & ASSOCIATES, P.C.
BY: Myisha Lacey-Tilson, Esquire
Attorney I.D. No. 90120
Metropolitan Business Center
860 First Avenue, Suite 5B
King of Prussia, Pennsylvania 19406
Telephone: (610) 337-2087
Facsimile: (610) 337-2575
DR. RONALD SHANE and .
HARRIET SHANE, his wife .
Plaintiffs,
VS.
WAL-MART STORES, INC. .
Defendant.
Attorney for Defendant,
Wal-Mart Stores, Inc
COURT OF COMMON PLEAS
CUMBERLAND COUNTY
NO.: 04-2138
JURY TRIAL DEMANDED
DEFENDANT'S, WAL-MART STORES, INC., AMENDED MOTION TO COMPEL
EXECUTION OF TAX AUTHORIZATION FORMS
Defendant, Wal-Mart Stores, Inc. (hereinafter "Wal-Mart"), by and through its attorneys,
McDonnell & Associates, P.C., hereby moves this Honorable Court to enter an Order compelling
Plaintiffs Dr. Ronald Shane and Harriet Shane to execute the authorizations for the release of
their tax information from the Internal Revenue Service. In support of its Motion, Wal-Mart
avers as follows:
1. The filing of a Complaint on May 13, 2004 commenced the instant Civil Action.
2. Defendant filed a timely Answer to the Complaint.
3. On or about July 25, 2005, Defendant's First Attorney filed a withdrawal of
appearance.
4. Thereafter, McDonnell & Associates entered its appearance.
5. On April 7, 2006, Defendant filed a Motion to Compel Answers to Interrogatories
and Request for Production of Documents against Plaintiffs as they failed to
respond to Defendant's requests for discovery within the time prescribed by the
Pennsylvania Rules of Civil Procedure.
6. Thereafter, Plaintiffs finally responded to Defendant's discovery prior to the entry
of an order compelling same.
7. Plaintiff Ronald Shane, an optometrist, claims that on April 19, 2003, he slipped
on a curb and fell near the Lawn & Garden Department outside of the Wal-Mart
Store in Carlisle, PA. A true and correct copy of Plaintiffs' Complaint is attached
hereto as Exhibit "A."
8. In paragraph 16 of his Complaint, Plaintiff alleges that he "has been prevented
from attending to his customary occupation and therefore lost and will continue to
lose wages and income." See Exhibit "A."
9. Plaintiff's conservative estimate of his lost income is $350,000.00.
10. Pa. R.C.P. 4003.1 §(a) states that "a party may obtain discovery regarding any
matter, not privileged, which is relevant to the subject matter involved in the
pending action...". Section (b) goes on to state that "it is not grounds for
objection that the information sought will be inadmissible at trial if the
information sought appears reasonably calculated to lead to discovery of
admissible evidence."
11. Under Pennsylvania law, it is clear that by making a claim for personal injury, an
individual must expect reasonable inquiry and investigation to be made of his
claim and to that extent, the individual's privacy interests are circumscribed.
Foster v. Manchester, 410 Pa. 192, 189 A.2d 147 (1963).
12. On or about September 9, 2008, Defendant sent a letter to Plaintiffs' counsel
enclosing authorization forms for the release of Plaintiffs' tax information for the
three years preceding the incident and the subsequent years to date. See counsel
correspondence attached hereto as Exhibit "B."
13. Plaintiffs failed to provide any response to Defendant's letter.
14. On October 10, 2008, Defendant sent a follow up letter to Plaintiffs' attorney
requesting the signed authorization forms within seven (7) days. See counsel
correspondence attached hereto as Exhibit "C."
15. To this date, Defendant has not received the requested authorization forms signed
by Plaintiffs.
16. Plaintiff testified at his deposition that over the last ten years, he has filed tax
returns for all of his income and identified his employers in the returns. See Pl.
Dep., p.101, lines 10-15 attached as Exhibit "D."
17. Wal-Mart is prejudiced by its inability to obtain the requested records from the
IRS. This information is clearly relevant in a personal injury case where Plaintiffs
are alleging significant economic damages, lost wages and earning capacity.
18. Pa.R.C.P. 4019 empowers this Court to enter an Order compelling the Plaintiffs to
fully and completely respond to Wal-Mart's discovery requests.
19. No judge has ruled upon any other issue in this matter.
20. As stated above, the concurrence of Plaintiff's attorney was sought via written
correspondence and counsel failed to provide any response.
WHEREFORE, Defendant Wal-Mart respectfully requests that this Court issue an Order
compelling Plaintiffs Dr. Ronald Shane and Harriet Shane to execute the attached tax
authorization forms or suffer further sanctions.
McDONNELL & ASSOCIATES, P.C.
Dated: November 4, 2008 By:
Myisha Lacey-Tilson, Esquire
Attorney for Defendant
Wal-Mart Stores, Inc.
VERIFICATION
I, Myisha Lacey-Tilson, Esquire, hereby state that I am the attorney in this action for
Defendant, Wal-Mart Stores, Inc., and I verify that the statements made in the foregoing
Amended Motion to Compel are true and correct upon personal knowledge, information and
belief.
The undersigned understands that the statements therein are made subject to the
penalties of 18 Pa. C.S.A. § 4904 relating to unsworn falsification to authorities.
Dated: November 4, 2008 Myisha Lacey-Tilson, Esquire
McDONNELL & ASSOCIATES, P.C.
BY: Myisha Lacey-Tilson, Esquire
Attorney I.D. No. 90120
Metropolitan Business Center
860 First Avenue, Suite 5B
King of Prussia, Pennsylvania 19406
Telephone: (610) 337-2087
Facsimile: (610) 337-2575
Attorney for Defendant,
Wal-Mart Stores, Inc
DR. RONALD SHANE and
HARRIET SHANE, his wife
COURT OF COMMON PLEAS
CUMBERLAND COUNTY
Plaintiffs,
NO.: 04-2138
VS.
WAL-MART STORES, INC.
JURY TRIAL DEMANDED
Defendant.
ATTORNEY CERTIFICATION OF GOOD FAITH
Pursuant to Delaware County Local R.C.P. 208.2(e)
The undersigned counsel for movant hereby certifies and attests that:
® a. He or she has had the contacts described below with opposing counsel or
unrepresented party regarding the discovery matter contained in the foregoing
discovery motion in an effort to resolve the specific discovery dispute(s) at
issue and, further, that despite all counsel's good faith attempts to resolve the
dispute(s), counsel have been unable to do so without Court intervention.
Description of effort to resolve discovery motion: See Motion.
? b. He or she was unsuccessful in actually contacting opposing counsel or
unrepresented party in an attempt to resolve the discovery dispute(s) despite
his or her good faith efforts to do so.
Description of effort to resolve discovery motion:
CERTIFIED TO THE COURT BY:
McDONNELL & ASSOCIATES, P.C.
Dated: November 4, 2008 By: 0?6",
Myis a Lacey-Tilson, Esquire
Attorney for Defendant
Wal-Mart Stores, Inc
McDONNELL & ASSOCIATES, P.C.
BY: Myisha Lacey-Tilson, Esquire
Attorney I.D. No. 90120
Metropolitan Business Center
860 First Avenue, Suite 5B
King of Prussia, Pennsylvania 19406
Telephone: (610) 337-2087
Facsimile: (610) 337-2575
Attorney for Defendant,
Wal-Mart Stores, Inc
DR. RONALD SHANE and
HARRIET SHANE, his wife
COURT OF COMMON PLEAS
CUMBERLAND COUNTY
Plaintiffs,
NO.: 04-2138
VS.
WAL-MART STORES, INC.
JURY TRIAL DEMANDED
Defendant.
CERTIFICATE OF SERVICE
I, Myisha Lacey-Tilson, Esquire, hereby certify that a true and correct copy of Defendant,
Wal-Mart Stores, Inc.'s Amended Motion to Compel Execution of Tax Authorization Forms was
served via Facsimile on November 4, 2008 to the counsel below named:
Michael J. Fiorillo, Esquire
Fiorillo Law Office
217 Mahantongo Street
Pottsville, PA 17901
Counsel for Plaintiffs
McDONNELL & ASSOCIATES, P.C.
c
By:
Myisha Lacey-Tilson, Esquire
Attorney for Defendant
Wal-Mart Stores, Inc.
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DR. RONALD SHANE and
HARRIET SHANE, his wife,
Plaintiffs
vs.
WAL-MART STORES, INC.,
Defendant
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION - LAW
NO. 04-2138 CIVIL
JURY TRIAL DEMANDED
IN RE: DEFENDANT'S MOTION TO COMPEL
ORDER
AND NOW, this 7' day of November, 2008, a rule is issued on the plaintiffs to
show cause, if any, why the relief requested in the within motion to compel ought not to be
granted. Said rule returnable twenty (20) days after service.
If a response is filed, same shall contain a proposed order for argument.
BY THE COURT,
Michael J. Fiorillo, Esquire
/For the Plaintiffs
Myisha Lacey-Tilson, Esquire
For the Defendant
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McDONNELL & ASSOCIATES, P.C.
BY: Myisha Lacey-Tilson, Esquire
Attorney I.D. No. 90120
Metropolitan Business Center
860 First Avenue, Suite 513
King of Prussia, Pennsylvania 19406
Telephone: (610) 337-2087
Facsimile: (610) 337-2575
Attorney for Defendant,
Wal-Mart Stores, Inc
DR. RONALD SHANE and
HARRIET SHANE, his wife
Plaintiffs,
VS.
WAL-MART STORES, INC.
Defendant.
COURT OF COMMON PLEAS
CUMBERLAND COUNTY
NO.: 04-2138
JURY TRIAL DEMANDED
PRAECIPE TO WITHDRAW MOTION TO COMPEL
TO THE PROTHONOTARY:
Kindly withdraw Defendant's, Wal-Mart Stores, Inc., Amended Motion to
Compel Execution of Tax Authorization Forms filed with the Court on November 5,
2008 in the above-captioned matter.
McDONNELL & ASSOCIATES, P.C.
Dated: December 4, 2008 By:
Myisha acey-Tilson, Esquire
Attorneys for Defendant
Wal-Mart Stores, Inc.
sa
McDONNELL & ASSOCIATES, P.C.
BY: Myisha Lacey-Tilson, Esquire
Attorney I.D. No. 90120
Metropolitan Business Center
860 First Avenue, Suite 5B
King of Prussia, Pennsylvania 19406
Telephone: (610) 337-2087
Facsimile: (610) 337-2575
Attorney for Defendant,
Wal-Mart Stores, Inc
DR. RONALD SHANE and
HARRIET SHANE, his wife
COURT OF COMMON PLEAS
CUMBERLAND COUNTY
Plaintiffs,
VS.
WAL-MART STORES, INC.
Defendant.
NO.: 04-2138
JURY TRIAL DEMANDED
CERTIFICATE OF SERVICE
I, Myisha Lacey-Tilson, Esquire, hereby certify that a true and correct copy of
Defendant, Wal-Mart Stores, Inc.'s Praecipe to Withdraw Motion to Compel was served
via Facsimile on December 4, 2008 to the counsel below named:
Michael J. Fiorillo, Esquire
Fiorillo Law Office
217 Mahantongo Street
Pottsville, PA 17901
Counsel for Plaintiffs
McDONNELL & ASSOCIATES, P.C.
By:
Myisha Lacey-Tilson, Esquire
Attorney for Defendant
Wal-Mart Stores, Inc.
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PRAECIPE FOR LISTING CASE FOR TRIAL
(Must be typewritten and submitted in triplicate)
TO THE PROTHONOTARY OF CUMBERLAND COUNTY
Please list the following case:
?X for JURY trial at the next term of civil court.
? for trial without a jury.
CAPTION OF CASE
(entire caption must be stated in full)
Dr. Ronald Shane and Harriet Shane w/h
(Plaintiff)
(other)
vs. The trial list will be called on June 1, 2010
and
Wal-Mart Stores,Inc.
VS.
(Defendant)
Trials commence on June 21, 2010
Pretrials will be held on June 9, 2010
(Briefs are due S days before pretrials
No04-2138 Civil
No. ,
Indicate the attorney who will try case for the party who files this praecipe:
Patrick J. McDonnell, Esquire
Term
Indicate trial counsel for other parties if known:
Michael J. Fiorillo, Esquire
This case is ready for trial.
Signed: 10-402AA-?
Myisha Lacey-Tilson, Esquire
Print Name:
(check one)
?X Civil Action - Law
? Appeal from arbitration
December 22, 2009 Attorney for: Wal-Mart Stores, Inc.
Date:
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DR. RONALD SHANE and IN THE COURT OF COMMON PLEOFv
HARRIET SHANE, his wife, CUMBERLAND COUNTY, PENNSYLV I PA `~
Plaintiffs `W
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NO. 04-2138 CIVIL TERM
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WAL-MART STORES , INC . , ~: ,_. -~ ''
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Defendant JURY TRIAL DEMANDED ~' ": ~ ,,
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IN RE: PRETRIAL CONFERENCE
A pretrial conference was held on Wednesday,
June 9, 2010, before the Honorable Edward E. Guido, Judge.
Present for the Defendant was Patrick J. McDonnell, Esquire.
There was no appearance for the Plaintiffs.
This is a slip-and-fall case that is estimated to
take three to four days to try.
We strongly disapprove of both counsels' practice
of corresponding with the Court regarding matters which should
be of record. We refer specifically to Plaintiffs' letter
request for a continuance of the pretrial conference and
Defendant's response. Counsel are admonished that all future
correspondence with the Court shall be in the form of
appropriate motions. We would entertain conference calls with
both counsel to discuss relevant matters.
Plaintiffs' counsel has not informed this Court
as to his availability for trial during the week of June 21,
2010. We will keep this matter on the trial list. Any request
for a continuance based upon unavailability of counsel or
witness must be filed no later than Monday, June 14, 2010.
The parties are world's apart in their settlement
negotiations. Therefore, trial appears to be likely.
Page 2
Pretrial Conference
04-2138 Civil Term
By the Court_,::=--
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Edward E. Guido, J.
Michael J. Fiorillo, Esquire
Fiorillo Law Office
217 Mahantongo Street
Pottsville, PA 17901
Attorney for Plaintiffs
Patrick J. McDonnell, Esquire
The Metropolitan Business Center
860 First Avenue, Suite 5B
King of Prussia, PA 19406
rothonotary
Court Administrator
srs
JUN 14 2010
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
CIVIL, ACTION LAW
Dr. Ronald Shane and Harriet Shane,
Plaintiffs
vs.
Wal-mart Stores Inc.;
N0.04-213 8
Jury Trial Demanded
The Honorable Edward Guido
Defendant
ORDER
AND NOW this ~~ Day of , 2010, upon consideration of
Plaintiffs' Motion/Request for Continuanc of Trial, it is hereby ORDERED that Plaintiffs'
Motion is GRANTED and the scheduled to begin on June 21, 2010 is hereby
CONTINUED ~p ~~~_ ~j ~~~~~
~ Counsel re uired to be notified ofGth+e'e~ntry of this Or er of Court are: Counsel for
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Plaintiffs: Michael J. Fiorillo, Esquire 217 Mahantongo Street, Pottsville, PA 17901 and
Counsel for Defendant: Myisha Lacey Tilson, Esquire, 601 S. Henderson Road, Suite 152, King
of Prusia, PA 19406.
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IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
CIVIL ACTION LAW
Dr. Ronald Shane and Harriet Shane,
Plaintiffs
vs.
Wal-mart Stores Inc.,
Defendant
N0.04-2138
Jury Trial Demanded
The Honorable Edward Guido
ORDER
AND NOW this ~..iay of ~/!LA/~ , 2010, upon consideration of
Plaintiffs' REVISED Motion/Request for Continuance of Trial, it is hereby ORDERED that
Plaintiffs' Motio~n-is-GRANTED and the trial schedule,,d~to begin on June 21, 2010, is hereby
CONTINUED. ~ /~~.5 ~~ ~ S ~31V/i/1ls~t ~ ~ ~~'~~,~j~ oZQ~
Counsel required to be notified of the entry of this Order of Court are: Counsel for ~D~a
Plaintiffs: Michael J. Fiorillo, Esquire 217 Mahantongo Street, Pottsville, PA 17901 and
Counsel for Defendant: Myisha Lacey Tilson, Esquire, 601 S. Henderson Road, Suite .152, King
-o-f-Prusia, PA 19406.
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JUN 14 2010
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
CIVIL ACTION LAW
Dr. Ronald Shane and Harriet Shane,
Plaintiffs
vs.
Wal-mart Stores Inc.,
N0. 04-2138
Jury Trial Demanded
: The Honorable Edward Guido
Defendant
ORDER
AND NOW this rf~ Day of , 2010, upon consideration of
Plaintiffs' Motion/Request for Continuant of Trial, it is hereby ORDERED that Plaintiffs'
Motion is GRANTED and the scheduled to begin on June 21, 2010 is hereby ~
CONTINUED •~4 ~ ~j "~~~ • ~ ~ ~,.;~'
i~~ C~ ~''" '/'1'` S
~ Counsel re uired to- be notified of the entry of this Or er of Court are: Counsel for
q PA 17901 and
Plaintiffs: Michael J. Fiorillo, Esquire 217 Mahantongo Street, Pottsville,
Counsel for Defendant: Myisha Lacey Tilson, Esquire, 601 S. Henderson Road, Suite 152, King
of Prusia, PA 19406.
J.
DAVID D. BUELL
Prothonotary
Cumberland County
Suite 100
One Courthouse Square
Carlisle PA 17013
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MYISHA LACEY-TILSON ESQ Gyg4~~.,,
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MCONNELL & ~4SSOCIATES, #~C ~ ~
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SHERIFF'S OFFICE OF CUMBERLAND COUNTY
Ronny R Anderson
Sheriff
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Jody S Smith
Chief Deputy
Richard W Stewart
Solicitor
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Dr. Ronald Shane (et al.)
vs.
Dr. Dean Nardis
Case Number
2004-2138
SHERIFF'S RETURN OF SERVICE
06/11/2010 Ronny R. Anderson, Sheriff who being duly sworn according to law states that he made a diligent search
and inquiry for the within named defendant, to wit: Dr. Dean Nardis, but was unable to locate him in his
bailiwick. He therefore deputized the Sheriff of Mifflin County, PA to serve the within Subpoena according
to law.
06/12/2010 09:31 AM -Robert Bitner, Deputy Sheriff, who being duly sworn according to law, states that on June 12,
2010 at 0925 hours, he served a true copy of the within Subpoena, upon the within named defendant, to
wit: Dr. Dean Nardis, by making known unto Spring Bear, Manager for Wal Mart Vision Center at 60 Noble
Boulevard, Carlisle, Cumberland County, Pennsylvania 17013 its contents and at the same time handing
to him personally the said true and correct copy of the same.
RO ERT BITNER, DEPUTY
06/25/2010 Mifflin County Return: And now, June 25, 2010 I, Chris Shade, Sheriff of Mifflin County, Pennsylvania, do
hereby certify and return, that I made diligent search and inquiry for Dr. Dean Nardis the defendant named
in the within Subpoena and that I am unable to find him in the County of Mifflin and therefore return same
NOT FOUND.
SHERIFF COST: $52.84
July 02, 2010
SO ANSWERS,
RON R ANDERSON, SHERIFF
(c) CountySuite Sheriff. Teleosoft, Inc.
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Christopher S. Shade , Sheriff
Laurie .l. Kozak , Chief Deputy
Charles L."Bump" Angney , Deputy
James R. "Joe" Bell , Deputy
Terri D. Rupert , Deputy
Ronald E. Fisher , Deputy
SHERIFF'S OFFICE
MIFFLIN COUNTY
20 North Wayne Street
Lewistown, PA 17044
(717) 242-1105 "' (717) 242-1808
Fax: (717) 248-2907
David W. Molek , Solicitor
(717) 248-9656
Plaintiff: Dr. Ronald Shane and Harriet Shane, his wife Court Number: 04-2138
County: Cumberland County
Defendant: Wal-Mart Stores, Inc. Type of Writ or Complaint: ^ Writ
Subpoena ~ Complaint
Name: Dr. Dean Nardis Address: 344 Hickory Lane
Serve Belleville, PA 17044
At
Name: Address:
Indicate Unusual Service: ^ Comm. of Pa. ^ Deputization ^ Other
Now 20 , I, SHERIFF OF MIFFLIN COUNTY, PA. do hereby deputize the
Sheriff of County to execute this Writ and make return thereof according
to law. This deputization is made at the request and risk of plaintiff. X snerlrtofMiHAin co.
Special Instructions or other information that will assist in expediting service:
Attorney or other Organization requesting service: Telephone No: Date Filed:
Cumberland County Sheriffs Office (717) 240390 6/4!2010
I acknowledge receipt of the Writ or Complaint as indicated above: Date Received: Exp. Date:
X 611512010 6/182010
I hereby CERTIFY and RETURN that I ^ have personally served. ^ have legal evidence of service as shown in
"Remarks", ^ have executed as shown in "Remarks", the Writ or Complaint described on the individual, company,
corporation, etc. at the address shown above or on the individual, company, corporation, etc., at the address inserted
below, handing a TRUE and ATTESTED copy thereof.
^~ I hereby certify and return a NOT FOUND because I am unable to locate the individual, company, corporation, etc.,
name above. (See Remarks below.)
Name and Title of individual served: ^ A person of suitable age and discretion
No Service then residing at the defendant's usual
place of abode.
address where served (complete only if different than shown above)
Date of Service: ( Time:
-Attempts Date Miles Dep.lnt. Date Miles Dep.lnt. Date Miles Dep.lnt.
2 6/17/2010 36 REF 61242010 36 CLA
Advance Costs Service Costs Mileage Postage Surcharge Notary Total Refund
$75.00 $14.00 $35.80 $1.00 $0.00 $5.00 $55.80 $19.20
Remarks: (See other side)
Sworn to and subscribed-before me this ~~, n/,,. ,, dl ,ti , ..~ar~~,.
X
Notary PUbIIC
NOTARIAL SEAL
PATRICIAA. WILSON, Notary Pubik
Lewistown Boro, Mlfrlin County
My Commiaaton Expkea March 31, 2011
Notarial Seal
So Answers:
Deputy Sheriff Ronald E. Fisher 6/24/2010
X 7' ~~( ~ ~-~ 6• ak ~ ( o
Sh r' hristop .Shade 6/24/2010
x ,
DR. RONALD SHANE AND IN THE COURT OF COMMON PLEAS OF
HARRIET SHANE CUMBERLAND COUNTY, PENNSYLVANIA
Plaintiffs
V.
CIVIL ACTION - LAW
WAL-MART STORES, INC.,
Defendant 04-2138 CIVIL TERM
IN RE: CIVIL TRIAL LIST
ORDER OF COURT
AND NOW, this 31st day of August, 2010, upon
consideration of the call of the Civil Trial List and neither
counsel having called the above-captioned case for trial, it is
stricken from the trial list.
Michael J. Fiorillo, Esquire
217 Mahantongo Street
Pottsville, PA 17901
For the Plaintiffs
11
trick J. McDonnell, Esquire
123 South Broad Street STE 2140
Philadelphia, PA 19109
For the Defendant
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By the Court,
OF CU
David 1D. Buell . 4/(k!::4 Renee X Simpson
Prothonotary ,•1y \' 15` Deputy(Prothonotary
0 ?R!wa.,Y Z
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Irene E. Morrow
�irkS. Sohonage, ESQ •`a w�
Solicitor ,750 211'Deputy(Prothonotary
Office of the Prothonotary
Cumberland County, 'Pennsylvania
647 —.2_13g CIVIL TERM
ORDER OF TERMINATION OF COURT CASES
AND NOW THIS 29TH DAY OF OCTOBER, 2013,AFTER MAILING NOTICE OF
INTENTION TO PROCEED AND RECEIVING NO RESPONSE-THE ABOVE
CASE IS HEREBY TERMINATED WITH PREJUDICE IN ACCORDANCE WITH
PA R.C.P.230.2.
BY THE COURT,
DAVID D. BUELL
I .
PROTHONOTARY
One Courthouse Square • Suite 100 • Carlisle, P,4 17013 • (717)240-6195 • Fa.,(717)240-6573