HomeMy WebLinkAbout06-23-11
HANDLER, HENNING & ROSENBERG, LLP
Matthew S. Crosby (69367)
1300 Linglestown Road, Suite 2
Harrisburg, PA 17110
Ph.: 717.238.2000
Fax: 717.233.3029
E-mail: Crosby@hhrlaw.com
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Attorneys for Petitioner
IN THE ORPHAN'S COURT OF
CUMBERLAND COUNTY, PENNSYLVANIA
In re the Estate of CONSTANCE
Deceased,
231 North Middleton Road
Carlisle, PA 17013
No. 21-09-0091
Petitioner
PETITION TO APPROVE SETTLEMENT
To the Honorable Judges of the Court:
This Petition of Michelle M. Bottoms ("Petitioner"), Executrix of the Estate of
Constance M. Minich ("Ms. Minich"), Deceased, by and through her attorneys, HANDLER,
HENNING & ROSENBERG, LLP, by Matthew S. Crosby, Esq., petitions this Honorable
Court to enter an Order permitting settlement of this action, and, in support thereof, avers as
follows:
1. Ms. Minich was born on June 6, 1949, and is survived by her children, Michelle
M. Bottoms and Marshall M. Minich, Jr.
2. Ms. Minich died testate on January 14, 2009: A copy of her Will is attached
hereto, made a part hereof, and marked "Exhibit A."
1
3. Petitioner, Michelle M. Bottoms, is an adult individual currently residing at 3203
Brentwood Drive, Wilson, Wilson County, North Carolina. She was named Executrix of the
Estate of Constance M. Minich, on or about October 21, 2009. A copy of the Short Certificate is
attached hereto, made a part hereof, and marked "Exhibit B."
4. There aze no unpaid or outstanding claims or liens against the Ms. Minich's
Estate.
5. On or about September 20, 2006, at approximately 11:10 a.m., Ms. Minich was
traveling southbound on State Route 1 in Sussex County, Delaware, as a passenger in a 2002
Pontiac Bonneville, owned and operated by her husband, Mazshall Minich (hereinafter "Minich's
vehicle"). The Minichs' vehicle was stopped at a red traffic signal.
6. At approximately the same time and place, the tortfeasor, Clifton Shaw, was
traveling southbound on State Route 1, approaching the Minichs' vehicle.
7. Suddenly and without warning, tortfeasor Shaw suddenly and violently struck the
vehicle directly behind the Miniclis' vehicle, pushing that vehicle into the Minichs' vehicle.
8. As a direct and proximate result of the negligence of the tortfeasor, Ms. Minich
suffered an aggravation of apre-existing neck injury.
9. On January 14, 2009, Ms. Minich died as a result of conditions unrelated to the
above-referenced motor vehicle collision. Attached hereto, made a part hereof, and marked
"Exhibit C," is a copy of the Death Certificate.
10. On or about May 6, 2009, the Estate of Constance M. Minich, with her husband,
Marshall M. Minich, as Executor (Mr. Minich has since also died.), settled Ms. Minich's third-
party liability injury claim with the tortfeasor's insurance carrier, Allstate Insurance Co., for
2
$20,000.00. Said settlement represented the per-person liability policy limit on the tortfeasor's
automobile insurance policy.
11. At the time of the collision, Ms. Minich was covered under an automobile
insurance policy with Erie Insurance Group that provided for Underinsured Motorist (UIM)
benefits. Erie Insurance Group agreed to settle Ms. Minich's U1M claim for $6,000.00. A copy
of the proposed general release is attached hereto, made a part hereof, and mazked "Exhibit D."
12. Counsel is of the professional opinion that the proposed settlement should be
accepted under the circumstances of this case.
13. Petitioner is also of the opinion that the proposed settlement is reasonable and
seeks this Court's approval.
14. Counsel has incurred general case expenses in the amount of $95.80, for which
reimbursement is sought. A copy of the billing summary is attached hereto, made a part hereof,
and mazked "Exhibit E."
15. In accordance with the Contingent Fee Agreement with the Petitioner, counsel
requests fees in the amount of $2,000.00, which represents 33 1/3% of the net proceeds of the
liability settlement. A copy of the Contingent Fee Agreement is attached hereto, made a part
hereof, and marked, "Exhibit F."
16. Petitioner proposes that the remaining proceeds, $3,904.20, be forwazded to the
Estate of Constance M. Minich.
WHEREFORE, Petitioner requests this Honorable Court to:
(a) Authorize the payment of counsel fees in the amount of $2,000.00 and
costs in the amount of $95.80 to Handler, Henning & Rosenberg, LLP,
from the funds due;
3
(b) Direct distribution of the remaining net proceeds of the settlement,
$3,904.20, to the Estate of Connie Minich.
Respectfully submitted,
HANDLER, HENNING & ROSENBERG, LLP
Dated: June ~~ 2011 By:
Matthew S. Cro y
Attorneys for petitioner,
Michelle M. Bottoms
4
Jan. lb. 2009 10:33AM
..-~'
LAST YVILLANp TESTAMENT
CONSTANCE M, MINICH
Road, Cr ~isfa, PA 17p13}cCumberland Cour~itq, penrtsylvania31beNing of sound ne d
disposing mind, memory and undaratanding, do hereby make, publish and dedare
this as and for my Last Will and Testament, hereby revoking and making void any and
alt Wills and Codicils heretofore made.
FIRST
I direct the payment of my just debts and funeral expenses as soon after. my
death as may be.convcnient.
SECOND
two (2j hildlren tto wit a daugmhter N~lichelle M BoMttoms at 2822 Spnngtlower Dnheve
Wilson, North Carolina 27896, and a son Marshall M. Minidt, Jr. of 30 Haven Way,
Lugoff, South Carolina 29078. I have no deceased children nor any other children
living by my husband or otherwise.
THIftD
All the rest, residue and remainder of my estate, real, personal and mixed, and
wheresoever the Same may be situate, I give, devise and bequeath to my husband,
Marshall M. Minich, Sr.,his heirs and assigns to the exdusion of my child or children,
born or unborn, provided my said husband shall survive me by a period of nfnely (90)
days. In the event that my said husband should predecease me or fail bo survive me
by the aforesaid period of ninety (e0) days then in such event all the rest, resktue and
remainder of my estate, real, persona! and mixed, and wheresoever the same may be
situate, I give, devise and bequeath, as follows; •
(A) if my spouse does not survive me by the aforesaid period of ninety (9p)
days, I make the following specific bequests:
(i) To each grandchild which I may have at the time of my death, I give
and bequeath the sum of Two Thousand .,, (52,000,00) ._. Dollars,
(ii) To my daughter Midtelle M. Bottoms I give and bequeath all of my
personal jewelry.
(iii) To my son MarahaA M. Minich, Jr., I give and bequeath all guns end
my gun cabinet or cabinets which i may haul at the time of my death,
(e) All the rest, residue and remainder of my estate, real, personal and mixed,
and Mrtreresoever the same may be sitirate, I give, devise and bequeath in equal
shares, per stirpes and not per capita, unto such of my children as shat! survive me by
ninety (90) days. At the present time I have two ahildren as aforementioned,
FOURTH
Any and alt payment or payments of arty sum or sums, whether in cash or in
kind and whether for pprincipal or mcome, payable to any said child or children, shalt
be made upon the sole receipt of the respective individual to whom the payment is
made, and free from antidpation; alienation, assignment, attachment and pledggee, and
free from Centro! by the creditors of any such benefdary, All shares of principal and
income herein Slveh shall be free from anticipation, assignment, pledge or
obligations of any beneficiary, and shall not be subject to any execution or
attachments.
~w~a1
L.rur Widd and Testament of C;O.~.rtmcce M. Minich
No, 2357 P. 2
Jan. 16. 2009 10; 33AM
F[FfN
my LasthWitl and Testatmentnlnt the ev nt of~th'e renunciation, death Sresig lion orhis
inability to act for any mason whatsoever of my said husband, 1 nominate, Constitute
and appoint my daughter, Midielle M. Bottoms, and my son, Marshall M. Minich, Jr.,
together as Co-Exerxttors of this my Lest WAI and Testament, or the sucoassor or
survivor of them alone es Executor of this my Last tMq and Testament I further direct
that no bond or other security shall be required of any Executor or Facecutrix appointed
in this Wlli for the perforntanCe of his, her or its dutles in any jurisdiction in which he,
she or R may be called upon to act
SUCTF~t
In addition to, and not in limitation of, the powers cottferred by law or by other
provisions of this 41NII, my Executor shall have the follovuing powers, each of Which
may be exercised from time to time by my Executor in his sole discretion:
1a) To retainin the form received, and #o sell ether at public or private sale, or
to distnbute in kind, any real or personal property.
(b) To manage both real and personal property
(c) To fnwst and reinvest in all forms of property, notwithstanding the fact that
any or all of the investments made are of a character or size which but far this
expressed authority would not be Considered proper for an Execrator
(d) To exercise any option or rights arising from the ownership of
investments.
(e) To compromise claims without court approval and without the consent of
any beneficiary.
(fl To join with my husband, or his personal representative in the filing of any
federal income tax return for any year for which I have not filed such n:tum prior to my
death and to consent to the treatment of any gifts made by him as being made one-
half by me_for lift tax purposes, notwithstanding the fact that such actlon may resuR in
additional liabilities to my estate. Any income or gift taxes due on such returns and
any deficiencies, interest, penalties or refunds thereon, shall be allocated between my
estate and my husband or his estate, or all to any of them, in such manner as my
Executor and my said husband or hIs personal represenative may agree.
IN WITNESS WHEREOF,1 have hereunto set my hand"and seal to this my Last
4Mii and Testament, written on three (3) pages (including notary pages), this
~ yf'- day of Maroh, 2005.
ti -~
i-,~~t_~- ~, SEAL)
Constance M. Minich
Signed, sealed, published, and declared by Constance M. Minich, the Testatrix
above named, as and for her Last Will and Testament, in our presence, who, in her
presence, at her request, and in the presence of each other, have hereunto
subscribed our names as attesting witnesses.
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No. 2357 P. 3
C~uM
Gprt Wiff and Testament of Constance M. Minieh
...
Jan. 16, 2009 10:33AM
COMMONWEALTH OF PENNSYLVANIA }
COUNTY OF CUMBERLAND ? ~~
No. 2357 P. 4
We, Constance M. Minich
the Testator and the witnesses, respedivety, whose names are signed to the
attached or foregoing instrument, being tryst duly sworn, do hereby declare to the
undersigned authority that the Testator signed and executed the instrument as his
Last Will and that he had signed willingly (or willingly directed another to sign for him),
and that he executed it as his free and voluntary act for the purposes therein
expressed, and that each of the witnesses, in the presence and hearing of the
Testator, signed the Will as witness and that to the bast of their knowledge the
Testator was at that time eighteen (18) years of age or alder, of sound mind and
under no constraint or undue influence.
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C~~~ I(Ul, -~ ,t`~'
QaACk. „n,AS~I,/~
Constance M. Minioh ,
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XY I ~ ~Y
Subscribed, sworn to and acknowledged before me by the Testator and the
witnesses above-named, this ~yt4 day of Merch, 2005.
J
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Notary Public
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nusw+~. u~ss, wonwr suaua
• 90ROUON OF C~WIINL,ObMBFRtANO CA.. PA
MY FNr ~.7~s
Lest Will acid '('eslcm~art of Constance M. Minich 3
Mar. 2b. 2010 2:56PM
COMMONWEALTH 0~ PENNSYLVANIA
COUNTY Oi~ CUMBERLAND
No. 5339 P. 2
SHORT C~nFicn7E
x,
Regtater Por ~e rirobate of W~21s sad (~xaattng
Letters of ad~rdriiertratton 3a sad for
CQM$ERLAND County, do hereby certify that on
the Z1st day of October, Two Thousand and Nina,
Latte~rer of ADM/NlSTRATIOND.e.N. C.T.A.
in common foxin were granted by the Register of
Braid County, on the
•sta tf oP CON !E M M/NICH , 1a is of NORTH M/DDLETON TOWNSHIP
.wn
a/k/a CC~NSTANCE M M/NICH
ire said county, deceased, to MlCH6LLB M B07"TOMS
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and that same hoer not since been revoked.
IN TS6T'IMt~NY R~R,EOF", ~' have hereunto set my hand and affixed the
seal of send office at C11RLZBLS, PBNN'8'YL~f/ANTA, th~.a 26th day of 1~ay
Taro Thousand and T1en.
File No. 2009-00091
FA File No. 91- 09- 0091
Rate of Death 1/14Y2009
s.s. # 1~s~a-sots
.NqT v~rn r~sThroilT o~RtQINAt, ax~TU~is .~rw IedPRPsss$v s~xn
Z~l 8L4£459Z5ZL 'd!lf11N3J J9a Wb' 94 OL OL-~eW-LLOZ
v~n~,¢n5 Rc~~ rn~~m~
LOCAL REGISTRAR'S CERTIFICATION OF DEATH
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $5.00
P 15093638
Certification Number
This is to certify: that the information here given is
correctly copied from an original Certificate of Death
duly filed with me as Local Registrar. The original
certificate will be forwarded to the State Vital
Records Office for permanent filing.
~~~~~~~ JAI 14/ 2x19
Local Registrar Date Issued
Ib74•,a rEV „seas coMN!oNWEALTFI OF PENNSYLVANIA • oEPANTMENr of HEALTH . vtTAL REC77p~5
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CLAIM #: 010170884031
RELEASE AND AGREEMENT
Under policy # QOl]303485 issued by ERIE INSURANCE EXCHANGE/ERIE INSURANCE COMPANY, 1/We, claiming coverage
for myself/ourselves or on behalf of Estate of Constance Minich in consideration of Six Thousand Dollars (56,000.00) dollars,
which 1/We have received, RELEASE AND DISCHARGE ERIE INSURANCE EXCHANGE/ERIE INSURANCE COMPANY from
any and all claims, causes of action or other rights which !/We have, have had or could have under the Underinsured Motorists
coverage as set forth in said policy, which claims, causes of action or other rights arose or could have arisen as a result of a loss or
accident which happened on the 20`" day of September, 2006 at or near Route 1 in the county of Sussex in the State of Delaware.
In consideration of such payment, I/We agree as follows: I) to assign Erie Insurance Exchange/Erie Insurance Company to my/our
rights of recovery against any person(s) or patty(ies) legally liable to me/us, to the amount of and for the purpose of the payment noted
above; 2) that 1/We have not and will not make any separate settlement with nor give any separate release to any person(s) or
party(ies) who caused or are alleged to have caused the above mentioned loss or accident; 3) that suit may be instituted by Erie
Insurance Exchange/Erie Insurance Company in my/our name; 4) to execute all papers required to commence such suit; and 5) to
cooperate in prosecuting any or all actions which Erie Insurance Exchange/Erie Insurance Company may bring to recover from any
person(s) or party(ies) for the claims or causes of action which I/We have growing out of said loss or accident.
It is expressly understood and agreed that, out of any amount recovered, costs of collection, including by not limited to counsel fees,
shall be first paid to ERIE INSURANCE EXCHANGE/ERIE INSURANCE COMPANY. Except in states which apply comparative
negligence in determining legal liability, any recovery in excess of collection costs shall be paid to me/us, up to the full extent of
my/our loss. In states which apply comparative negligence, any recovery of my/our loss, in excess of collection costs, shall be
reduced by a factor equal to the percentage of my/our negligence which contributed to cause the above mentioned accident, before it is
paid to me/us.
[/We further understand and agree that this RELEASE AND AGREEMENT is inclusive of any and all present and future liens or
claims for subrogation against the payments to be made in accordance with this RELEASE AND AGREEMENT. UWe understand
and agree that Uwe are responsible for the payment of any liens or charges against the payments to be made hereunder should any
such liens, subrogation, claims or claims for expenses and charges be asserted. This includes, but is not limited to, medical expense
liens, worker's compensation liens, ERISA liens, liens asserted by any federal, state or local governmental entity or agency or any
tnedical expense claim. Shauld-ariy person or entity make cliiim for paymerif of ifny liefii~"dr"cfiaTgts against ERI~~fN3tJRANCE
EXCHANGE/ERIE INSURANCE COMPANY or their counsel, I/we agree to indemnify and hold harmless ERIE INSURANCE
EXCHANGE/ERIE INSURANCE COMPANY and their counsel from any and all such liens, charges, fees, claims, attorney fees,
costs, interests and any other sum.
1/We understand that this settlement is the compromise of a disputed claim, and that the payment is not to be construed as an
admission of liability on the part of the persons, firms and corporations hereby released by whom liability is expressly denied.
(CAUTION: READ BEFORE SIGNING)
Intending to be legally bound thereby, WITNESS my/our hand(s) and seal(s) this
Wimessed by:
STATE OF
COUNTY OF
SS
day of
(SEAL)
(Michele Bottoms es Executrix of the Fstate of Constance Minich)
(SEAL)
On this day of ,before me personally appeared
to me known to be the person who executed the foregoing instrument, and acknowledged that
executed the same as free act and deed.
My commission expires
Notary Public
NOTICE: Any person who knowingly and with intent to defraud any Insunnce company or other peroon Cites an application fa
claim eontainiug any materially false iaformanon or conetals for the purpose of mialeading, information concerning any feet
fraudulent Insunnce act, wbicb la a crime and subjects the person to crlminal and clvll penalties.
~~~~' Client No: 212033
~nnin9~ Matter: 000000
~ tg`u,p Attorney: MSC
ATTORNEYS AT LAW MV
1300 Linglestown Road, Harrisburg, PA 17110
Pre-Bill No: 38696
Bill Date: May 31, 2011
Connie Minich
231 North Middleton Road
Carlisle, PA 17013
INVOICE
PAYMENT DUE UPON RECEIPT
Balance forward as of invoice dated May 19, 2009 $0.00
__ TOTAL EXPENSES $95.80
Total due this Invoice $95.80
TOTAL BALANCE DUE $95.80
EXPEN3E3
05/31/2011 REGISTER OF WILLS CUMBERLAND COUNTY 43.50
CONTINGENT FEE AGREEMENT
I, Connie M. Minich do hereby retain HANDLER, HENNING & ROSENBERG, LLP.,
of Harrisburg, Pennsylvania, as my attorneys in this matter to represent me and to process,
negotiate, arbitrate a settlement or to institute in my name, any legal proceedings or
actions that, in theirjudgment are necessary, against ~°~l ~x~~ti ~s or against
anyone else as a result of injuries and damages I sustained in an incident that occurred
on September 2, 2006.
I agree not to settle, negotiate or adjust the above claim or any proceedings based
thereon without the written consent of my said attorneys.
Inconsideration of the services so to be rendered by Handler, Henning & Rosenberg,
LLP, I hereby covenant, promise and agree to pay them for their professional services
rendered, THIRTY-THREE AND ONE-THIRD PERCENT (33 ~/a%) of whatever sum is
recovered as a result of settlement without lawsuit; or FORTY PERCENT (40%) of
whatever sum is recovered after lawsuit is filed or in the event of arbitration or mediation.
I will reimburse Handler, Henning & Rosenberg, LLP. for any necessary expenses
advanced on my behalf in pursuing my claim. Examples of typical expenses include Court
filing fees, investigation, auto mileage, photocopies, court reporters, medical records,
expert witness fees, etc. If no money is obtained, client will not owe a legal fee or
expenses. I also agree to take possession of my medical files at the conclusion of this
case. My failure to take possession of these files within 60 days after the conclusion of the
case will authorize my lawyers to destroy said files.
I agree that HANDLER, HENNING & ROSENBERG, LLP. may associate additional
lawyers to assist with this case and I agree to the sharing of fees between lawyers. I
understand the terms herein apply to other lawyers associated on this case. I understand
that the association of other lawyers does not increase the amount of the attorney fees at
the conclusion of the case.
Counsel reserves the right to withdraw if they desire to do so, for any reason(s) they
deem proper.
I acknowledge that I have read, approved and understood the above Contingent Fee
Agreement and I acknowledge having received a copy of the same. The terms set forth
herein are accepted.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~ day of
January, 2007. , -.~ ,
~ a ~
~ ~;'~ -36 i r~~ ~ 7 ~ c~-L.~v` ~ c 1~~~. 4~ V\au~~SEAL)
Connie M. Minich
VERIFICATION
I, MICHELLE M. BOTTOMS, Executrix of the ESTATE OF
CONSTANCE M. MINICH, hereby verify that the statements made in the
foregoing pleading are true and correct to the best of my knowledge,
information, and belief. I understand that false statements herein are made
subject to the penalties of 18 Pa. C.S.A., Section 4904 relating to unsworn
falsification to authorities.
DATE: ~ I ~ I1 / ~ ~~
ICHELLE M. BOTTOMS,
Executrix of the ESTATE OF
CONSTANCE M. MINICH
HANDLER, HENNING 8t ROSENBERG, LLP
Matthew S. Crosby (69367)
1300 Linglestown Road, Suite 2
Harrisburg, PA 17110
Ph.: 717.238.2000
Fax: 717.233.3029
E-mail: Crosby@hhrlaw.com Attorneysfor Petitioner
IN THE ORPHAN'S COURT OF
CUMBERLAND COUNTY, PENNSYLVANIA
In re the Estate of CONNIE MINICH, Deceased,
231 North Middleton Road
Carlisle, PA 17013
21-09-0091
CERTIFICATE OF SERVICE
I hereby certify that a true and correct copy of the Petition to Approve Settlement was served
on all interested parties by sending a copy of the same to the Petitioner's counsel of record for
Estate matters:
Robert G. Frey, Esq.
Frey & Tiley
5 S. Hanover St.
Carlisle, PA 17013
(counsei for the Estate of Constance M. Minich)
by United States Certified mail in Harrisburg, Pennsylvania on June ~~ 2011
H DIER, HEN NG NBERG, LLP
Matthew S. Crosby, Esq.
Attorneys for Petitioner
DATE: 2'.1111