HomeMy WebLinkAbout02-0604MATTHEW TRACE, minor,
by and through his natural
parents and guardians, LORI TRACE,
and RONALD TRACE,
Petitioners
GINGER WALDEN,
Respondent
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
NO.(3~-~0~ CIVIL
CIVIL ACTION - LAW
PETITION FOR LEAVE TO
COMPROMISE MINOR'S ACTION
Pursuant to Pennsylvania Rule of Civil Procedure Number 2039, Lori Trace and
Ronald Trace, the natural parents and guardians of minor, Matthew Trace, by and
through their attorneys, HANDLER, HENNING & ROSENBERG, petition this Honorable
Court to enter an Order permitting settlement and compromise of this action, and in
support thereof aver:
1. Matthew Trace was born on October 20, 1990 and is therefore 11 years
old and a minor. He currently resides with his parents at 20 West Simpson Street,
Mechanicsburg, Cumberland County, PA 17055.
2. Lori Trace and Ronald Trace, adult individuals, are the natural parents
and guardians of Matthew Trace and they currently reside with their son, Matthew
Trace, at 20 West Simpson Street, Mechanicsburg, Cumberland County, PA 17055.
3. On or about February 1, 2000, the minor, Matthew Trace, was
traveling in a 1988 Ford Tempo that his mother, Lori Trace, was operating.
_]_
4. On or about February 1, 2000, Respondent, Ginger Walden, was the
operator of a 1988 Chevy Cavalier.
5. At all times material hereto, the vehicles were traveling north on Silver
Spring Road [SR1011], Silver Springs Township, Cumberland County, Pennsylvania.
6. Due to her actions and careless driving, Respondent Walden took her
attention away from the roadway and when she paid attention again, she could not
stop, which resulted in her rearending the vehicle that the Petitioner was in. The Police
Accident Report is attached hereto, made part hereof, and marked, "Exhibit A."
7. As a direct and proximate result of the negligence of the Respondent, the
minor, Matthew Trace, sustained a head injury with symptoms of persisting headaches
and dizziness. He has recovered from his injury.
8. Respondent's vehicle was insured under a policy of motor vehicle
insurance issued by Traveler's Insurance Company that was in effect at the time of the
accident.
9. At the time of this collision, the minor, Matthew Trace, resided with his
natural parents and guardians, Lori Trace and Ronald Trace, and was, therefore,
defined as an insured under his parents' automobile insurance policy with State Farm
Mutual Auto Insurance Company.
10. After negotiations, Traveler's Insurance Company agreed to settle
Matthew Trace's claim for one thousand dollars ($1,000.00). Attached hereto, made a
part hereof and marked, "Exhibit B," is a copy of the proposed Release.
-2-
11. Petitioners, Lori Trace and Ronald Trace, believe said settlement is in the
best interests of the minor, Matthew Trace, and propose to accept said settlement offer
of $1,000.00 from Traveler's Insurance Company, thereby releasing Respondent from
any and all claims, suits, and/or actions in the future.
12. Gregory M. Feather, Esq., of HANDLER, HENNING & ROSENBERG, has
been the attorney for the 'minor in this action and he requests counsel fees of $250.00
dollars for services rendered, pursuant to a Contingent Fee Agreement signed by
Petitioner, plus costs and expenses of $173.09. Although the original Contingent Fee
Agreement had indicated a fee of 33-1/3%, counsel elected to reduce this fee to 25%.
Thus, the total amount to be forwarded to Gregory M. Feather, Esq. for representing
Matthew Trace is $423.09. A copy of said Contingent Fee Agreement, signed by
Ronald Trace, as natural parent and guardian of Matthew Trace, and the billing
summary are attached hereto, made a part hereof and marked, "Exhibit C."
13. Petitioners request this Honorable Court to order an immediate payment
of $576.91, to be placed in an account investing only in securities guaranteed by the
United States Government or by a Federal Government agency managed by
responsible financial institutions, bearing the name of minor, Matthew Trace, that is
marked, "Not to be withdrawn until minor reaches the age of 18 or without the Order of
a Court of competent jurisdiction."
14. Petitioners, Lori Trace and Ronald Trace, natural parents and guardians
of Matthew Trace, believe that this Compromise is in the best interests of their minor
son, Matthew Trace.
WHEREFORE, Petitioners request this Honorable Court to:
a. Approve the Compromise stated above;
Authorize the payment of counsel fees of $250.00 for services
rendered, pursuant to the Contingent Fee Agreement, plus costs
and expenses of $173.09 for a total of $423.09 from funds due to
the minor; and
Direct payment of the net funds due, in
accordance with the compromise stated above.
Date: ~///0Z.,
Kas/motions/minor comp/trace.matthew
Respectfully submitted,
HANDLER H E N N ING-~RO~'~'N B E R G
~ ~'~gc r~ M. Feather, Esq.
(z ~/f.D. # 79456
~ 1300 Linglestown Road
Harrisburg, PA 17110
(717) 238-2000
Attorneys for Petitioners
-4-
VERIFICATION
We, LORI TRACE and RONALD TRACE, natural parents and guardians of
MATTHEW TRACE, a minor, hereby verify that the statements made in the foregoing
pleading are true and correct to the best of our knowledge, information, and belief. We
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.
~LD
' tRACE,
natural parent and guardian of
MATTHEW TRACE, a minor
DATE:
Exhibit A
~LREFER TO OVERLAY SHEETS
. iNCIDENT
NUMBER '[~t%.0 O- 038
.,MMONWP-4,L TH OF PENNSYL VAN~.
POLICE ACCIDENT REPORT
REPORTABLE ~ NON-REPORTABLE
PENNDOT USE ONLY
CODE 21
. AGENCY
NAME STT,1/~ SPR/lqG ?WP POLICE DEFt
4.PATROL
.STATION/PRECiNCT 21/212 ZONE 0101
. INVEST ] GA?OR BADGE
I~T~L.j' ~ ~.T(..~{~o,. NUMBER 2410
.APPROVED BY ~ BADGE
.~/~ ~c?~//~--I'~ NUMBER
8.ARRIVAL
J !]"E
lO.DAY OF WEEK
'. iNVESTIGATiON 02/01/2000
DATE
'.ACCIDENT 02/03./2000
DATE
.TIME OF
DAY 0733
3.# KILLED 114.# INJURED
0 I 2
6.DID VEHICLE HAVE TO BE
REMOVED FROM THE SCENE?
UNIT 1 UNIT 2
y O. [] yl-].
8.HAZARDOUS
MATERIALS Y ON []
12.NUMBER
OF b~ITS 2
15.PRIV.PROP. [] []
ACCIDENT Y N
17.VENICLE DAMAGE
O-NONE UNIT
1-LIGHT
2-MODERATE
3-SEVERE UNIT
19.PENNDOT
PROPERTY Y [] N []
;6.LEGALLY Y N 37.REG. 138-STATE
PARKED? [] [] PLATE BKL0057 I PA
;9.PA TITLE OR
RJT-OF-STATE VIN 41808447804 ~
,2.CITY,STATE
& ZIPCODE MF~C~G, PA 17055
;3.YEAR 1988
;5.MODEL-(NOT 146.I s N [] uuzn
BODY TYPE) CA~-"~T'TI~'3~'
POINT IMPACT 0 40
N~BER .....
58.DRIVER
NAME G~ N. TAI~TT)'EINT
59.DRIVER
ADDRESS 13 STT;VER SPi~ING ~
60.CITY,STATE
& ZIPCODE MECCA'S, PA 17055
61.SEX 162.DATE OF 63.PHONE
F ! BIRTH 12/10/1981 717-795-1115
d~.£OMM.VEHIBS.DRIVER
yE~N[]i CLASS I
67.CARRIER ~
6~.CARRIER
ADDRESS
69.CITYoSTATE
& ZIPCODE
70.USDOT #
(~VEH.
CONFIG.
~.NO. OF
AXLES
lice #
I~CARGO
~:BODY TYPE
21.MUNICIPALITY SmL%/P_khL SPRIN~ ~ CODE 212
PRINCIPRL ROAD WA Y INFORMATION
22.ROUTE NO.OR
STREET NAME
23.SPEED
LIMIT 45
SA1011 (SILVER SF~LIN~ lqDAD)
OTYPE IO~§~f:gL 1
HIGHWAY 0
INTERSECTING ROAD:
26.ROUTE NO.OR
STREET NAME
27.SPEED
LIMIT
~TYPE (~ACCESS
HIGHWAY --CONTROL
IF NOT A T INI~RSECTION:
30.CROSS STREET OR
SEGMENT MARKER T-605 (PRF. qBYTER/AN DRIVE)
31.DIRECTION~ E W 32.DISTANCE
FROM SITE N~L9~ FROM SITE
30
~S.OISTANCE WAS MEASURED [] ESTIMATED []
~CONSTRUCTION ~TRAFFIC PRINCIPAL
ZONE --CONTROL
FT. III.
INTERSECTING
6.LEGALLY Y N 37.REG. '~8.STATE
PARKED? [][] PLATE PS05974 PA
39.PA TITLE OR
OUT-OF-STATE VIM 41531371804
40.O~NER ~ D. & LORI A. TRACE
41.O4NER
ADDRESS 20 W. SIMPSON ST
42.CITY,STATE
& ZIPCODE ~CSI~UR~' PA 17055
43.YEAR 1988 I44'MAKE POPJ:)
45.MODEL-(NOT .,~rn~ 46'IN~Srtq · n .... n
BODY TYPE) ~.J~,-.,,w.~ ~ ~ ~ . u u.~u
(OL 8ODY ~. I~SPEC]AL . I~VEHICLE ~.
~TYPE u~ [ USAGE u J ~ ~ERSHiP u~
~VEH' CLE : I~DRIVER IOORZVER .
~GRADI ENT Z I PRESENCE 1 } C~DITION Z
p6.ORIVER I 5/.STATE ~
N~BER 20~2?~ ·
158. OR ] VER
NAME I.DRI A. ~
59.DRIVER
ADDRESS 20 W. S~ ST
60.CITY, STATE
& ZIPCODE ]~CS~, PA 17055
61 .SEXF I 62.DATEBIRTHOF 01/18/1965 63.PHONE
717-766-2430
6~'COMM'VEN' 165'DRIVER I Y [] N ~ CLASS ~
67.CARRIER z-~,l~_'
68.CARRIER
ADDRESS
i69.CITY,STATE
I & ZIPCODE
PUC# 170-USDOT # IIcc#
I
|'orrZ'RELEASE"IxIOF "NKoHAZ MA, 175.::i ~XHIBIT A
tPUC #
.RELEASE OF HAZ MAT
YON [] U~KO
CENTER FOR HIGHWAY SAFETY
?8.RESPpNDING EMS AGENCY
~.NEDICAL FACILITY ~ ~CCID~
DA'r~:
~PEOPLE INFORMATION ·
1-
02/0~/2000
A B C D E F G NAME ADDRESS H [ d K L H
1 1 F ri8 3 1 0 ~ (~Tn~) 4 9 2 B 0 0
2 1 F 35 3 1 0 ~ (~) 0 0 0 B 0 0
2 3 M 9 3 1 0 ~~ ~ ~ 4 9 2, B 0 0
'2 6 M 10 3 1 0 ~~~ ~~ 0 0 0 B 0 0
~SCRIPTION OF DAMAGED PROPERTY
ADDRESS
PHONE - .
87.NARRATIVE-IDE~TI~y PRECIPITATING EVENTS~ CAUSATION FACT~S~ SEO~ENCES OF EVENTS, ~ESS STAT~ENTS, AND PROV]OE ADDITIONAL
DETAILS, LIKE INSURANCE ]NFORHATION AND LOCATION OF T~ED VEHICLES, IF KN~N.
~011 (S~ S~ ~) IS A ~ (2) ~ ~ ~ ~.q ~
T-605 (PRV.~~ DR) IS A ~ (2) ~ ~ ~ ~ ~ ~011,
~~,Y 30 ~'~'r ~ OF ~ ~~ S~.
~S ~~ ~ ~ ~ ~ ~,~ ~ ~ ~011 ~ ~ ~F T-605, ~,R ~
~ ~PP~ FAC~ ~ ~ ~ A D~ ~ A ~~,
~ ~ 445 S~ S~ ~. ~ ~ ~'r~ ~ ~'~'IC ~ ~,w~. ~ ~ ~ ~
~ D~ P~ ~ ~ ~ ~,~ ~ ~; S~ S~ RD, ~ U~ ~
~T ~ ~ ~ ~ ~ ~R ~ ~ ~. -~ D~ S~E ~ OF ~
]NSURANCE C~PANY I NS~ANCE ' C~PANY
UNIT POLICY NO UNXT POLICY NO
~ 0269674171011 ~ 7096010-~5-38E
AME ADDRE: '~ PH~E
88. ~ P. ~ 164 ~ DR-~T,T~, PA 17013 717-249-7691
WITNESSES ~A~E AOeRESS ,,0NE
~ TC NTC
.] :.::: :~ USE TEST ~ NO TEST ~PROABLE ~TYPE ~RESULTS
: 74. [NVEST [ GAT I ON
USE TEST ~ ~O TES~ C~¢CETE?
~]T ~ O O O. ~ ~ REFUSE b~zT'~ O O O. ~ ~ REF~E
~ ~K YES NO
PAGE:
CENTER FOR HIGHNAY SAFETY
~.REFER TO OVERLAY SHEETS
MMON1VEAL TH OF PENNSYL VAI ;
PAR CONTINUA 770N SHI]~
REPORTABLE E~ NON-REPORTABLE E~ PENNDOT USE ONLY
! NCIDENT ACCIDENT
'Zlz%00- 038 DATE COUNTY HUN I C l PAL
CODE 21 COUP. 212
B C D E F G NAME ADDRESS
H I J K L 14
WITH THE PASSE~.wS SIDE REAR OF LT2.
445 SILV~ SPR3/9~ RD WITH HER T,k-n~l" 'ZURN SI6~NAL ACITVATED. THERE ~ ~ TRAFFIC, SO
SHE HAD TO ~ FOR TRA~']fJLC TO cT,WAR AND SHE ~S STRUCK FRC~
LTl DRIVER ~ A MINOR HEAD INoq~Y AND REFUSED MEDICAL TREATMSI~T AND TRANSBORTATIC~
BY EMS PERSC~N-EL, I~q'Vl',~ U1 'VI~CT,~. SUS33LIZqt~ Eg:~Z~GE 'IO 'II-IE DRIVERS SIDE REAR AND WAS
DR_TVEART,E FRC~ THE SC52qE.
U2 DRIVER ~z%s NOT /!NUUR~D, ALTHOU~q ONE OF THE PASSENGERS SUSTAINED A MINOR HEAD INJURY
AND REFUSSD M~DICAL TREATMEZN~T AND TRANSPOR'Z~TIC~ BY ~WS P~,, Wh-Fr,W. U2 VE~I~,W.
SUSZD/NN~D ~ TO THE PAS~bX3ERS SIDE REAR ASD WAS DRIVEART,~. FRCM THE Sf]~qE.
VIOLATIONS INDICATED
UNIT 1
UNIT 2L
RESULTS
- 1~0. SECtiON NUNBERS (ONLY iF CHARGED) TC NTC
NO TEST I.'~:i::: .l USE
REFUSE ~ NO TEST/ CO~4PLETE?
UNK I [ REFUSE /
PAGE:~. CENTER F~ HIGH~AY SAFETY
' ' ' IOTIFICATION OF.ACCIDENT INVESTIGATION
: SILT,. ~ SPRING TOWNSHIP' POLICE DEPARTh,-'JT (7~7) 1~97'-060~
(717) 7660178
6475 Carlisle Pike, Mechanicsburg, PA 17055 (7~7) 238-e6,~,
RE~BLE: Notice is hereby given that the accident indicated below is being investigated Dy Silver Spring Township Police Depart-
merit and thJ~t the Commonwealth of Pennsylvania Police Accident Report will be subm tied as prescribed by Section
3746(c) of the Vehic!e Code.` . i, '~. . · '* .*
NON-REPORTABLE: This is a NON.REPORTABLE accident as prescribed by the Vehicle Code. The information submitted below is obtained
by the Officer for your'convenience in having the proper information for your insurance company.
THIS IS THE ONLY INFORMATION THE POUCE WILL HAVE. NO REPORT WILL BE MADE,
FOUCE INCIOEN? NUMBER , ' ~ PATROL ZONE TIME AND DATE OF Ab~.T
': .... UNIT# I ' ' :' ?' ' - UNIT#'~
~. PA ~TLE Off
~.O~-S~EW. ~1~ bS~2Oq ~ ~,
. ER
41. ~NER
42. ~. STATE
' 43. Y~R 44~AK[
59. ~R
A~RESS ~ 6g. DRmVER
AD.ESS ~ ~
~. CI~. STATE.
& z~P coDE ~ ~
~"~ I"'~'~°' ~'~ I~ ~ I ,,.,. ~,1,~1~ ~'~"~ '
Y ~ N ~ ~ ~ 64, COMM. VEH ~ 65. DRIVER
~.
A~R~S ~. CARRIER
AD.ESS
~. Q~, STATE
& ~P CO~ 69. CI~, S]ME
& ZIP CODE
· . I,, ,o. .I.,
'2~.. ~3~ cx~o ~4. s~. ?~vm. (~3~ c~o ~4.
~CONRG. ~ ~Y W~ ~CONFIG. ~ BODY TY~
'5. ~.OF ~76~H~R~US 77. RELE~EOF~MAT ~5. NO, OF - ~76~HA~R~ Y
~LES ~MATE~A~ Y [J N ~ UNK C: AXLES ~MATERIA~ · 77. RELE~E OF~ MAT
~ COMPANY
Exhibit B
VERIFICATION
We, LORI TRACE and RONALD TRACE, natural parents and guardians of
MATTHEW TRACE, a minor, hereby verify that the statements made in the foregoing
pleading are true and correct to the best of our knowledge, information, and belief. We
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.
LORI TRACE and RONALD TRACE,
natural parent and guardian of
MATTHEW TRACE, a minor
DATE:
81/25/2002
18:31 18564885922 TRAVELERS PL CLAIM
Do z
PAI[ENI' :GUARDIAN RELEASE AND INDEMNITY AGREEMENT
FOR AND IN CONSIDERATION of the payme.t fo me/us of the sum
the r~eipt of' which is hereby acknowledged, I~ the
father
guardian
minor, do forever relea,e, acquit, discherge and covenant +o hold harmless --,~,'~o,/'0-~> )~'. ~~
· he~, succeuors and assigns of end ~rom any mhd all a~ions, causes of ecl;on, cl0~ms, demands, d~mages, costs, loss of se~ices,
p ~ aama~e wn~cn we may now o~ hereafter have as the pa rents and/or guardian of said minor, end also oil cia ms or rights
of acflon for acreage* which fha said minor has or may hereafter have, either before or after__he has reached h/s/her mo~ori~,
r~uffing or fo result f~m e ceffmin accident wh[ch occurred on or .bout the. ta~ day of ~c ~~ . ~
I/we further promise fo bTnd myself/ourselves io;ntly end severally, my/our heirs, edrninistrators and executors to repay
to +he said ~-~'F.-/¢,'J "~",~.~4.,.~;~:L.z~c C
heirs, successors and assigns any sum oF money e~cep+ the sum above ment'oned that he/she/they may hereafter be com-
pelled +o pay on .... ' "
behalf al sa~d minor because at +he s~d ecclden+.
It is further unders+ood ~nd agreed (h~f thls seHlemenf is fha compromise of · doubtful and disputed dole. ~nd that this
poymenf is not to be construed as ~n admission of Habili+y on +he p~rt of 5~ ~ ~~ ~
~we fudher ~ate that ~e have carefully reed the ferego~ng release ~nd ~now the conte~ts thereof, and ~we s~en the
same as my/our own free ~c+. '
- - SS:
· I /
-- m . ~0~ -- ~ rm --
fo me personally known, and who acknowledged the execution of the forecjoi'r~nsfrumenf os~ ,. fr~ ~f ,~d de~d
/
J NOTARIAL 8~L ]
VE~ F. FREED, Nol~jc
Cil~ ~ H~sbu~, D~u~ Coun~
My ~mJs~ofl Expires Augus128, ~ ~IBIT B
Exhibit C
CONTINGENT FEE AGREEMENT
KNOW ALL MEN BY THESE PRESENTS, that I, Ronald Trace, natural parent of
Matthew Trace, minor, do hereby retain HANDLER, HENNING & ROSENBERG, of
Harrisburg, Pennsylvania, as my attorneys in this matter to represent me and to process,
negotiate, arbitrate a settlement or to institute for me in my name, any legal proceedings
or actions that, in their judgment are necessary, against Ginger Walden as a result of
inj!.)ries or damages sustained by Matthew Trace in an incident that occurred on
!
I agree not to settle, negotiate or adjust the above claim or any proceedings based
thereon without the written consent of my said attorneys.
NOW, THEREFORE, in consideration of the services so to be rendered bv Handler.
Henning & Rosenberg, I hereby covenant, promise and agree to pay them for tlneir
professional services rendered, THIRTY-THREE AND ONE-THIRD PERCENT (33 %)
of whatever sum is recovered as a result of settlement without suit; or FORTY PERCENT
(40%) of whatever sum is recovered after suit is filed or in the event of arbitration or
mediation. I will reimburse Handler, Henning & Rosenberg for any necessary expenses
and costs advanced on my behalf in pursuing my claim. I also authorize counsel to destroy
my file three (3) years after tine case is closed.
Counsel reserves the right to withdraw if they desire to do so, tot' any reason(s) tlney
deem proper.
I ACKNOWLEDGE that i have read, approved and understood the above
Contingent Fee Agreement and I acknowledge having received a copy of tine same. The
terms set forth are accepted.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this /~4/Oday of
.,~4/-a:~/~ ,2000.
Ronald Trace, natural parent of
Matthew Trace, minor
EXHIBIT O
Handler, Henning & Rosenberg
january l8,2002
MATTHEW TRACE
20 W SIMPSON STREET
MECHANICSBURG, PA 17055
Invoice# 402 GMF
Our file# 204417 00000
Billing through 01/31/2002
EXPENSES
03/22/2000
06/05/2000
01 / ! 8/2002
01/31/2002
01/31/2002
01/31/2002
Postage Costs
General Case Expense
23.77
$0.00
45.50
3.6O
12.60
7.29
0.33
$173.09
T--otal expenses incurred
Total of new charges for this invoice
$173.09
$173.09
$173.09.
Total balance now due ~
MATTHEW TRACE, minor,
by and through his natural
parents and guardians, LORI TRACE,
and RONALD TRACE,
Petitioners
GINGER WALDEN,
Respondent
iN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
NO.02-/-~'~ CIVIL
CIVIL ACTION - LAW
ORDER
AND NOW, this _~ day of ~_~, 2002, upon consideration of the
foregoing Petition,
IT IS HEREBY ORDERED that the disbursement of funds, including counsel fees
and expenses, is approved as set forth in said Petition and the funds shall be disbursed
in accordance with the terms and conditions of the settlement agreement as follows:
A. Direct payment of $423.09 to Gregory M. Feather, Esq., representing
reasonable attorneys' fees and for reimbursement of costs;
B. Direct the remaining $576.91 to be placed in an account investing only in
securities guaranteed by the United States Government or a Federal Government agency
managed by responsible financial institutions, bearing the name of the minor, Matthew
Trace, that is marked "Not to be withdrawn until the minor reaches the age of 18 or without
the Order of a Court of competent jurisdiction."
C. Proof of deposit is to be filed with the Court! ~UI ~ C,~ ~ ~'~;;i~t-
MATTHEW TRACE, minor,
by and through his natural
parents and guardians,
LORI TRACE and RONALD TRACE,
Petitioners
GINGER WALDEN,
Respondent
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 02-604 CIVIL TERM
MINOR'S COMPROMISE
CIVIL ACTION - LAW
PROOF OF DEPOSIT
AND NOW, come the Petitioners by and through their attorneys, HANDLER,
HENNING & ROSENBERG, LLP, by Gregory M. Feather, and, pursuant to the February 6,
2002 Court Order, attach the Proof of Deposit of the minor's settlement proceeds hereto, to wit,
the bank certification from Fulton Bank, which is made a part hereof and is marked, "Exhibit
DATE:
Respectfully submitted,
HANDBy: ~i~_R,~E/,~ ER,~:~, NN O NBERG, LLP
Harrisburg, PA 17106
717-238-2000
Atty. ID No. 79456
Attorneys for Petitioners
ondle.r,
nnmg
senber g
ATTORNEYS AT LA~v'
Leslie 13. Handier, Retired
W. Scott Henning
David H Rosenberg (PA, FLJ
Carolyn/VI. ^nner IP^, NY,
Matthew S. Crosby (PA, NJ)
Gregory M. Feather IPA, NJ)
Stephen G. Held
Jason C. Imler
March 13, 2002
HARRISBURG OFFICE
1300 kinglestown Roac
Harrisburg, PA 1711C
717-238-2000
1-800-~22-2224
7 ! 7-233-3029 (fax)
LANCASTER OFFICE
140A E King Street
Lancaster, PA 17602
717-~r31-4-000
DIRECT MAIL TO:
P.O. Box 60337
Harrisburg, PA 17106
www. HHRLaw, com
LorieS@HHRLaw.com
Robin Strauser
Fulton Bank
Third and Locust Streets
Harrisburg PA 17101
Dear Robin:
Enclosed you wild find a completed Retail Account Agreement to open a new account in the name
of:
Matthew Trace
Tax Identification # 183-72-5403
This deposit in the amount of $576.91 shall be placed in a College Savings Plan Account marked
not to be withdrawn without a court order until Matthew reaches the age of 18. His date of
birth is October 20, 1990 which means these funds may not be released until October 20,
2008. Thank you for your immediate attention to this matter.
Sincerely,
Lode A. Snyder
Assistant Administrator
BANK CERTIFICATION
Type of Account Opened ~L~ (ltl~{'~kL ;0~ -~C~nterest Rate. ~,/'j 0
Account# 0I~q- - OITO !
Amount of Deposit
Account Opened By
Withdrawal Restrictions
Court Order Received
Date
EXHIBIT A
CERTIFI'CATE OF DEPOSIT TERMS AND CONDITIONS - SUMMARY
Certificate of Deposit Type:
Renewed CD #:
Account No.: 012-0170891
Principal Amount: 576'.91
Registered Holder Name(s) and Address:
MATTHEW TRACE COURT 0RDERE0
RONALD TRACE GUARDIAN
NO WD TILL MAJ 10/20/08
CASE #02-604 CIVIL TERM
20 W SIMPSON STREET
MECHANICSRURG, PA 17055
TaxlD Number(s): 183-72-5403
individual(s) Sole Proprietor
Issue Date: 03/21/2002
Maturity Date: 03/21/2008
Interest Rate: 04. 400
Annual PercentageYieid: 4.50
Interest Distribution Method:
Deposit to Account
Savings Checking
× Add to Principal
Issue Check
Frequency of Payment:
Partnership Corporation Lodge/Similar Org. Bus. Trust Ltd. Liability Co. i
Fulton Bank acknowledges receipt of the above-described deposit, subject to collection of any portion thereof
made in other than cash, in accordance with the Rules and Regulations for Certificates of Deposit.
Fulton Bank
Authorized Signature ~[~~'( SA~TDEA L LEE
IAJVe have received a copy of the Rules and Regulations For Certificates of Deposit and agree, on behalf of ail
Registered Holders, to the terms and conditions of the certificate of deposit.
Individuals and Sole Proprietorships:
Non-lndividuals:
~.g tl~j..'~.~ Name
Signature (secondary) Name
Signature (secondary) Name
TiUe Signature
TitJe Signature
TilJe Signature
Under penalties of perjury, I certify that:
1. The number shown on this form is my correct taxpayer identification number (or l am waiting for a number
to be issued to me), and
2. I am not subject to backup withholding because: [al I am exempt from backup withholding, of (b) I have
· . not been notified by the Internal Revenue Service that I am ~ubject to backup withholding as a result of
~ a failure to report all interest or dividends, or (c) the I RS has not ifled me that I am no longer subject to
backup withholding. - · ~ · '
You must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup
withholding becauseof underreporting interest or'dividends on your tax return.