HomeMy WebLinkAbout12-4952?.I10-thONOTARY
RITE AID HDQTRS. CORP "THE COURT OF COMMON PLEAS OF
IBERLAND COUNTY, PENNSYLVANIA
Plaintiff, rv4 x?''^?,Ap D COU `
E?NSYLVAt3! A
VS.
CIVIL ACTION NO. p?-L I J i
MARIAN HEATH GREETING CARDS,
LLC
Defendant.
NOTICE TO DEFEND
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 this complaint and notice are served,
by entering a written appearance personally or by attorney and filing in writing with the court
your defenses or objections to the claims set forth against you. You are warned that if you fail to
do so the case may proceed without you and a judgment may be entered against you by the court
without further notice for any money claimed in the complaint or for any other claim or relief
requested by the plaintiff. You may lose money or property or other rights important to you.
YOU SHOULD TAKE THIS PAPER TO YOUR LAWYER AT ONCE. IF YOU DO
NOT HAVE A LAWYER, GO TO OR TELEPHONE THE OFFICE SET FORTH
BELOW. THIS OFFICE CAN PROVIDE YOU WITH INFORMATION ABOUT
HIRING A LAWYER.
IF YOU CANNOT AFFORD TO HIRE A LAWYER, THIS OFFICE MAY BE ABLE
TO PROVIDE YOU WITH INFORMATION ABOUT AGENCIES THAT MAY
OFFER LEGAL SERVICES TO ELIGIBLE PERSONS AT A REDUCED FEE OR NO
FEE.
Cumberland County Bar Association
32 South Bedford Street
Carlisle, PA 17013
Telephone: (717) 249-3166
Q?? ?Ib3.?S?d a??
RITE AID HDQTRS. CORP., IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
Plaintiff,
vs.
: CIVIL ACTION NO.
MARIAN HEATH GREETING CARDS,
LLC
Defendant.
AVISO
USTED HA SIDO DEMANDADO/A EN CORTE. Si usted desea defenderse de las demandas
que se presentan mas adelante en las siguientes paginas, debe tomar acci6n dentro de los
pr6ximos veinte (20) dias despues de la notificaci6n de esta Demanda y Aviso radicando
personalmente o por medio de un abogado una comparecencia escrita y radicando en la Corte por
escrito sus defensas de, y objecciones a, las demandas presentadas aqui en contra suya. Se le
advierte de que si usted falla de tomar acci6n como se describe anteriormente, el caso puede
proceder sin usted y un fallo por cualquier suma de dinero reclamada en la demanda o cualquier
otra reclamaci6n o remedio solicitado por el demandante puede ser dictado en contra suya por la
Corte sin mas aviso adicional. Usted puede perder dinero o propiedad u otros derechos
importantes para usted.
USTED DEBE LLEVAR ESTE DOCUMENTO A SU ABOGADO INMEDIATAMENTE. SI
USTED NO TIENE UN ABOGADO, LLAME O VAYA A LA SIGUIENTE OFICINA. ESTA
OFICINA PUEDE PROVEERLE INFORMACION A CERCA DE COMO CONSEGUIR UN
ABOGADO.
SI USTED NO PUEDE PAGAR POR LOS SERVICIOS DE UN ABOGADO, ES POSIBLE
QUE ESTA OFICINA LE PUEDA PROVEER INFORMACION SOBRE AGENCIAS QUE
OFREZCAN SERVICIOS LEGALES SIN CARGO O BAJO COSTO A PERSONAS QUE
CUALIFICAN.
Cumberland County Bar Association
32 South Bedford Street
Carlisle, PA 17013
Telephone: (717) 249-1366
RITE AID HDQTRS. CORP., IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
Plaintiff,
vs.
CIVIL ACTION NO.
MARIAN HEATH GREETING CARDS,
LLC
Defendants.
COMPLAINT - CIVIL ACTION
Plaintiff Rite Aid Hdqtrs. Corp. ("Rite Aid"), by and through its undersigned
counsel, brings this action for breach of contract against Marian Heath Greeting Cards, LLC
("Marian Heath" or "Defendant"). Defendant agreed to pay funds to Rite Aid but has failed and
refused to pay those funds. In support of this action, Rite Aid alleges as follows:
PARTIES
I. Rite Aid is a Delaware corporation with its principal place of business at
30 Hunter Lane, Camp Hill, Pennsylvania 17011.
2. Upon information and belief, Marian Heath is a Delaware limited liability
company with a principal place of business at 9 Kendrick Road, Wareham, Massachusetts
02571.
JURISDICTION AND VENUE
3. This Court has subject matter jurisdiction pursuant to 42 Pa.C.S. §931(a).
4. At all times relevant to the conduct alleged in this Complaint, Defendant
conducted business in Pennsylvania.
5. Venue in this Court is proper because the cause of action arose in
Cumberland County, and a transaction or occurrence took place there out of which the cause of
action arose.
RELEVANT FACTS
6. Rite Aid, through its affiliated companies, operates a national drug store
chain with its principal office in Cumberland County, Pennsylvania.
7. Rite Aid and Marian Heath entered into several agreements regarding the
sale of Marian Heath's products in Rite Aid's retail drugstores.
8. On or about March 25, 2011, Rite Aid and Marian Heath entered into an
Incremental Investment Agreement by which Marian Heath agreed to pay Rite Aid $68,130.00.
A true and correct copy of the Incremental Investment Agreement, a valid and enforceable
written contract, is attached to this Complaint as Exhibit A.
9. Marian Heath agreed to pay this amount by issuing credit against the
overall costs of its products to Rite Aid on a quarterly basis between July 1, 2011, and June 30,
2012.
10. Marian Heath has refused to comply with this obligation.
11. Marian Heath has not paid Rite Aid the $68,130.00 that it agreed to pay in
the Incremental Investment Agreement, whether through the issuance of credits or otherwise.
12. Marian Heath's refusal to pay Rite Aid constitutes a breach of the
Incremental Investment Agreement.
13. Rite Aid has been damaged by Marian Heath's breach of the Incremental
Investment Agreement.
COUNTI
BREACH OF CONTRACT
14. Rite Aid incorporates by reference all of the allegations contained in
Paragraphs 1- 13, above, as if fully set forth herein.
15. Marian Heath has materially breached the Incremental Investment
Agreement with Rite Aid by failing to remit funds due to Rite Aid either by paying them to Rite
Aid directly or by issuing credit against the overall cost of product to Rite Aid.
16. As a direct and proximate result of Marian Heath's breach, Rite Aid has
suffered and continues to suffer damages in excess of $68,130.00.
17. Marian Heath's conduct is without excuse or justification.
WHEREFORE, Rite Aid respectfully requests judgment in its favor and against
Marian Heath Greeting Cards, LLC and an award of damages in an amount in excess of
$68,130.00 together with interest, costs, and such other relief as the Court deems just and proper.
COUNT II
UNJUST ENRICHMENT
18. Rite Aid incorporates by reference all of the allegations contained in
Paragraphs 1-17, above, as if fully set forth herein.
19. In the event Marian Heath contends no contractual relationship exists, Rite
Aid is entitled to recover $68,130.00 to prevent Marian Heath from being unjustly enriched.
20. Marian Heath agreed to provide $68,130.00 to Rite Aid.
21. Marian Heath has not provided this money to Rite Aid, either directly or
through the issuance of credits.
22. Rite Aid has a reasonable expectation to receive the $68,130.00.
23. Marian Heath has no legal justification to withhold the $68,130.00 from
Rite Aid.
24. Marian Heath reasonably should have expected to pay the $68,130.00 to
Rite Aid.
25. It would be inequitable for Marian Heath to receive the benefit of the
$68,130.00.
26. In the event the Incremental Investment Agreement is deemed to be
unenforceable, Rite Aid has no adequate remedy at law.
27. Rite Aid is entitled to collect the $68,130.00 plus interest from Marian
Heath under the doctrine of unjust enrichment.
WHEREFORE, Rite Aid respectfully requests judgment in its favor and against
Marian Heath Greeting Cards, LLC and an award of damages in an amount in excess of
$68,130.00 together with interest, costs, and such other relief as the Court deems just and proper.
Date: August 8, 2012
PEPPER HAMILTOITLLP - .<,-
100 Market Street, Suite 200
P. O. Box 1181
Harrisburg, PA 17108-1181
Phone: 717.255.1155
Fax: 717.238.0575
Email:
Attorneys for Plaintiff Rite Aid Hdqtrs. Corp.
EXHIBIT A
Page 1 of 1
RiteAid Incremental Investment Contract # 0383112
Agreement
f
Fiscal Year 2012 Supplier Participation Page 1 of 1
Vendor #: 37107 Vendor Name: MARIAN MEATH GREETING CARDS Category Mgr. MARY MITCHELL
Billing Address:
9 KENDRICK ROAD
WAREHAIM MA 02571
Contact: Kan Carmel Phone: 514-381-9763 Fax#: 531-4494100 Event Dates: 71112011 - 613012012
Email: kencsalosongn.com
Event Type: DISPLAY FIXTURE
Contract Description Investment/Funding Special Dlrection/Addittoaat Remarks /?
J-Hook - ($15 full side) - 4,542 STORES 588,130.00 (&A AtM.I [ tpa?w e,ff,1-4 v tan Wee, k-
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)AAR" MIA TM GRE"NO (SuppM) hereby aprw to pwOopata in On Me AN sranb and aasocww toslt ins catad hrsb, k+durarp but not Ow"d w ran ducks
CARM 4wW by
RNa Ab &ffb0 pia WM a (ft ApnraaM QW ra WW rad"m W by iha watW r. ThO a WiM to be OW py SuppAW IS in adAlon to and nd kt subatikabn for or dknkuabn of any
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I, Mary Mitchell, hereby state that I am authorized to make this verification on
behalf of Rite Aid MQTRS. Corp. I verify that the foregoing document was prepared with the
assistance and advice of counsel, and in reliance upon counsel's advice; that the fit,
subject to inadvertent or undiscovered errors, is based upon and therefore limited by the records
and information still in existence, presently recollected and thus far discovered in preparation of
this document; and that subject to the limitations set forth herein, the statements contained in this
document are true and correct to the best of his knowledge, information and belief. The
language of the foregoing document is that of counsel.
It is understood that the statements herein are made subject to the penalties of 18
Pa. C.S.A. § 4904 relating to unworn falsification to authorities.
RITE AID HDQTRS. CORP., IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY,
PENNSYLVANIA
Plaintiff,
vs.
CIVIL ACTION NO. 2012-4952 - Civil
MARIAN HEATH GREETING CARDS,
LLC ,-?
Defendant. r
r
'
E
JURY TRIAL DEMANDED -
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AFFIDAVIT OF SERVICE
1. I am a competent adult and an attorney duly admitted to the Bar of the
Supreme ''Court of the Commonwealth of Pennsylvania, having Attorney Identification Number
59891.
2. On August 10, 2012, I caused the Complaint to be served upon defendant
Marian Heath Greeting Cards, LLC by the mailing of a true and correct copy to the defendant by
United States certified mail, return receipt requested, postage prepaid, the envelope addressed as
follows: Marian Heath Greeting Cards, LLC, 9 Kendrick Road, Wareham, MA 02571 ("Service
Address").
3. 1 received the return receipt indicating that the document was delivered to
and accepted at the Service Address by Joan Kelly on August 15, 2012, thereby completing
service on defendant Marian Heath Greeting Cards, LLC pursuant to Pa. R.C.P. 403, 404 and
424. A cppy of the return receipt card is attached hereto as Exhibit "A."
Date: August 20, 2012
P. L7NNvney 91)
G. W er ( 89266
Tte cer R-Thffi (PA 6426)
PEPP ?O LP
100 Market Street, Suit
P. O. Box 1181
Harrisburg, PA 17108-1181
Phone: 717.255.1155
Fax: 717.238.0575
Email: downeyb@pepperlaw.com
Attorneys for Plaintiff Rite Aid Hdqtrs. Corp.
SWORN TO AND SUBSCRIBED
BEFORE ME THIS 20`h DAY
OF AUGUST, 2012.
94N O?'ARY PUBLIC
MY COMMISSION EXPIRES: &- S - a of 5
COMB ONWZALTH OF rtNNSYLVAMA
NOTARIAL SEAL
P K. BISHOP, Notary Pu*
of Hanlsbung, DO* County
Expka June 5, 2015
-2-
EXHIBIT A
¦ Complete Mesta 1, 2, and $. Also complete .
Rem 4 If Restricted DelN VY Is desired.
¦ Print your name and address on the reverse
so that we can return the card to you.
¦ Attach this card to the back of the mallplec e,
or on the front if space permits.
1. Article Addressed to:
McLr-+a.n Nka+h GmeiHA-A
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Wary hang, M A 0,k!?. 17
2. Article Number
(Transfer from servIcs lanes
PS Form 3811, February 2004
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4. ResMcted Delivery? (Extra Feel I] Yes
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Domestic Return Receipt 102595-024A-1 540
UNITED STATES qm? ? .:A ` %kxA .w
Plea le print your name, address, and
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Pepper Hamilton LLP
Market Street, Suite 200
P.O. Box 1181
rdabura. PA 17108-1181
in this box •
tPJ: PAMa4 a(,H'OP
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CERTIFICATE OF SERVICE
I hereby certify that on August 20, 2012, I served a copy of the foregoing
4f
.fidavit of Service on defendant by United States mail, first class postage prepaid, addressed as
follows:
Marian Heath Greeting Cards, LLC
9 Kendrick Road
Wareham, MA 02571
Scott T. Wyland
Attorney I.D. No. 52660
David H. Martineau
Attorney I.D. No. 84127
Salzmann Hughes, P.C.
354 Alexander Spring Road, Suite 1
Carlisle, PA 17017
(717) 249-6333
RITE AID HDQTRS. CORP,
Plaintiff
v.
MARIAN HEATH GREETING
CARDS, LLC,
Defendant
~`~ T~~~ r FtQ ~ ND,'~QTrrt`
! 2 ~r~'~ I ~ ~~ 9~ 37
CUMBEI~~HND COUNTY
k'ENNSYLVANl~~
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION NO. 12-4952
NOTICE TO PLEAD
To: Rite Aid Hdqtrs. Corp.
c/o Brian P. Downey, Esquire
Pepper Hamilton, LLP
100 Market Street, Suite 200
P.O. Box 1181
Harrisburg, PA 17108-1181
You are hereby notified to plead to the enclosed Answer with New Matter and
Counterclaims within twenty (20) days from service hereof or a default judgment maybe entered
against you.
Respectfully submitted,
Date: November /.3 , 2012
Salzmann Hughes, P.C.
~1 ~, '~ ..
.~
Scott T. Wyland
Attorney I.D. No. 52660
David H. Martineau
Attorney I.D. No. 84127
354 Alexander Spring Road, Suite 1
Carlisle, PA 17015
(717) 249-6333
Attorneys for Defendant, Marian Heath
Greeting Cards, LLC
Scott T. Wyland
Attorney LD. No. 52660
David H. Martineau
Attorney I.D. No. 84127
Salzmann Hughes, P.C.
354 Alexander Spring Road, Suite 1
Carlisle, PA 17017
(717)249-6333
RITE AID HDQTRS. CORP, IN THE COURT OF COMMON PLEAS
Plaintiff CUMBERLAND COUNTY, PENNSYLVANIA
v.
CIVIL ACTION NO. 12-4952
MARIAN HEATH GREETING
CARDS, LLC,
Defendant JURY TRIAL DEMANDED
ANSWER WITH NEW MATTER
AND COUNTERCLAIMS
NOW COMES, Defendant, Marian Heath Greeting Cards, LLC, by and through its
counsel, Salzmann Hughes, P.C., and Answers the Plaintiff's Complaint as follows:
PARTIES
1. Admitted upon information and belief.
2. Admitted.
JURISDICTION AND VENUE
3. Paragraph 3 contains a legal conclusion to which no responsive pleading is required.
4. Admitted.
5. Paragraph 5 contains a legal conclusion to which no responsive pleading is required.
RELEVANT FACTS
6. Admitted.
7. Admitted.
8. Denied as stated. The Incremental Investment Agreement attached to the Complaint is a
writing that speaks for itself. Paragraph 8 is denied to the extent that it is inconsistent
with or attempts to characterize such written document. Additionally, it is denied that the
Incremental Investment Agreement is a standalone agreement or that it embodies the
entire agreement between the parties.
9. Denied as stated. The Incremental Investment Agreement attached to the Complaint is a
writing that speaks for itself. Paragraph 9 is denied to the extent that it is inconsistent
with or attempts to characterize such written document. Additionally, it is denied that the
Incremental Investment Agreement is a standalone agreement or that it embodies the
entire agreement between the parties.
10. Denied. It is specifically denied that Marian Heath Greeting Cards, LLC ("Marian
Heath") refused to comply with its agreements with Rite Aid Hdqtrs. Corp. ("Rite Aid").
By way of further response, Rite Aid, and not Marian Heath, has refused to abide by the
agreements between the parties by failing to property display and account for the sale of
Marian Heath's products. Further, it is believed, and therefore averred, that Rite Aid
failed to make the agreed upon financial investments in aid of selling Marian Heath's
products. Additionally, at the time of this Answer, Rite Aid is withholding payment of
money which is due to Marian Heath far in excess of the amounts sought by Rite Aid
under this Complaint.
11. Denied. The allegations of Paragraph 11 are specifically denied. Any lack of credit
against monies owed to Marian Heath is a direct result of Rite Aid's failure to property
display, account for the sale of Marian Heath's products and make the agreed upon
financial investments in aid of selling Marian Heath's products. Additionally, at the time
of this Answer, Rite Aid is withholding payment of money that is due to Marian Heath
far in excess of the amounts sought by Rite Aid under this Complaint.
12. Denied. The allegations of Paragraph 12 are conclusions of law to which no responsive
pleading is required. To the extent that any response is required, the same is specifically
denied. It is Rite Aid, and not Marian Heath that has beached the agreements between
the parties.
13. Denied. Marian Heath has not breached any agreement between the parties and
therefore, Rite Aid has not been damaged.
COUNTI
BREACH OF CONTRACT
14. Marian Heath's responses to Paragraphs 1 through 13 are incorporated herein by this
reference.
15. Denied. The allegations of Paragraph 15 are conclusions of law to which no responsive
pleading is required. To the extent that any response is required, the same is specifically
denied. It is Rite Aid, and not Marian Heath that has beached the agreements between
the parties. Additionally, at the time of this Answer, Rite Aid is withholding payment of
money that is due to Marian Heath far in excess of the amounts sought by Rite Aid under
this Complaint.
16. Denied. The allegations of Paragraph 16 are specifically denied. Marian Heath has not
breached any agreement between the parties and therefore, Rite Aid has not been
damaged.
17. Denied. The allegations of Paragraph 17 are specifically denied. Marian Heath's
conduct requires no excuse or justification. To the extent that any justification is
required, credits cannot be issued against monies owed from Rite Aid to Marian Heath
until Rite Aid has reported such sums, which Rite Aid has failed to do, in breach of the
agreements between Rite Aid and Marian Heath.
WHEREFORE, Defendant, Marian Heath Greeting Cards, LLC prays this Honorable
Court to enter judgment in favor of Defendant and against Rite Aid Hdqtrs. Corp.
COUNT II
UNJUST ENRICHMENT
18. Marian Heath's responses to Paragraphs 1 through 17 are incorporated herein by this
reference.
19. Denied. Paragraph 19 contains a conclusion of law to which no responsive pleading is
required. To the extent any response is required, it is specifically denied that Rite Aid
has been unjustly enriched in any amount.
20. Denied as stated. The Incremental Investment Agreement attached to Rite Aid's
Complaint is a writing that speaks for itself. Paragraph 8 is denied to the extent that it is
inconsistent with or attempts to characterize such written document. Additionally, it is
specifically denied that the Incremental Investment Agreement is a standalone agreement
or that it embodies the entire agreement between the parties.
21. Admitted in part and denied in part. It is admitted only that Marian Heath has not made
payment or issued credits for the entire sum indicated. It is specifically denied that
Marian Heath as any obligation to do so in light of Rite Aid's material breach of the
agreements between Rite Aid and Marian Heath.
22. Denied. The allegations of Paragraph 22 are specifically denied. Rite Aid has not
performed its obligations to Marian Heath and has no expectation of Marian Heath's
performance in light of Rite Aid's material breach of its obligations to Marian Heath.
23. Denied. The allegations of Paragraph 23 are specifically denied. Rite Aid has materially
breached the agreements between the parties by failing to property display and account
for the sale of Marian Heath's products.
24. Denied. The allegations of Paragraph 24 are specifically denied. Marian Heath did not
reasonably expect to pay Rite Aid any sum under the circumstances of this case, being
that Rite Aid has materially breached the agreements between the parties by failing to
property display and account for the sale of Marian Heath's products.
25. Denied. The allegations of Paragraph 25 are specifically denied. To the contrary, it
would be inequitable to permit Rite Aid to profits from its own bad acts.
26. Denied. Paragraph 26 contains a conclusion of law to which no responsive pleading is
required. To the extent any response it is specifically denied that Rite Aid is entitled to
any remedy at law or in equity.
27. Denied. Paragraph 27 contains a conclusion of law to which no responsive pleading is
required. To the extent any response is required, it is specifically denied that Rite Aid is
entitled to collect any amount from Marian Heath.
WHEREFORE, Defendant, Marian Heath Greeting Cards, LLC prays this Honorable
Court to enter judgment in favor of Defendant and against Rite Aid Hdqtrs. Corp.
NEW MATTER
28. Marian Heath's responses to Paragraphs 1 through 27 are incorporated herein by this
reference.
29. The Incremental Investment Agreement attached to the Complaint does not contain a
merger or integration clause.
30. The Incremental Investment Agreement attached to the Complaint does not contain or
describe the full agreement between the parties.
31. The full agreement between the parties includes Rite Aid's agreement to display for sale,
sell and account for the sale of certain of Marian Heath's products (the "Agreement").
32. Rite Aid did not purchase Marian Heath's products for its own resale in Rite Aid stores.
33. Pursuant to the Agreement, Rite Aid agreed to pay Marian Heath an amount based upon
the actual sales of all Marian Heath products sold in Rite Aid's stores.
34. Pursuant to the Agreement, Rite Aid agreed to provide certain specified display locations
and arrangements for Marian Heath's products.
35. Rite Aid agreed to make certain financial investments and other efforts to aid in the
marketing and sale of Marian Heath's products.
36. Rite Aid breached its obligations to Marian Heath by failing to display Marian Heath's
products as Rite Aid agreed.
37. Rite Aid breached its obligation to Marian Heath by failing to make all financial
investments and other efforts to aid in the marketing and sale of Marian Heath's products
as Rite Aid agreed.
38. Rite Aid breached its obligation to Marian Heath by failing to account for all sales of
Marian Heath's products.
39. Rite Aid breached its obligations to Marian Heath by failing to properly account for all
monies owed by Rite Aid to Marian Heath.
40. Rite Aid has materially breached its agreement with Marian Heath.
41. Rite Aid's claims in equity are barred by the doctrine of unclean hands.
WHEREFORE, Defendant, Marian Heath Greeting Cards, LLC prays this Honorable
Court to enter judgment in its favor and against Rite Aid Hdqtrs. Corp.
COUNTER CLAIM
42. Marian Heath and Rite Aid entered into the Agreement noted above, pursuant to which
Rite Aid agreed to display for sale certain of Marian Heath's products in an agreed upon
manner.
43. Pursuant to the Agreement, Rite Aid agreed to make certain financial investments and
take other action in aid of marketing and selling Marian Heath's products.
44. Pursuant to the Agreement, Rite Aid agreed to display Marian Heath's seasonal products
(the "Products") in specified locations and with specified arrangements in 4,542 Rite Aid
stores.
45. Rite Aid failed to display Marian Heath's Products in the agreed upon manner in the
4,542 Rite Aid stores.
46. In some of the 4,542 stores, Marian Heath's Products were not displayed at all.
47. It is believed and therefore averred that Rite Aid did not adequately notify and/or train its
store managers regarding the proper display of Marian Heath's Products.
48. Rite Aid failed to make the financial investments and to take other action in aid of
marketing and selling Marian Heath's products as agreed by Rite Aid.
49. Pursuant to the Agreement, Rite Aid agreed to pay Marian Heath an amount based upon
the actual sales of Marian Heath Product sold in any of the Rite Aid stores.
50. Rite Aid failed to fully account for all Marian Heath Products sold at Rite Aid stores.
51. As a result of its failure to properly account for inventory sold, Rite Aid did not properly
report the number of Marian Heath Products sold.
52. Rite Aid failed to pay Marian Heath for the Marian Heath products sold, but not
accounted for by Rite Aid.
53. Rite Aid retained all of the sale price of the Marian Heath Products sold at Rite Aid stores
but not reported to Marian Heath.
54. As a direct result of Rite Aid's failure to account and pay for Marian Heath Products sold
at Rite Aid stores, Marian Heath has suffered damages.
COUNTERCLAIM -COUNT I
BREACH OF CONTRACT
55. The responses and allegations of Paragraphs 1 through 54 are incorporated herein by this
reference.
56. Rite Aid materially breached the Agreement by failing to display Marian Heath's
Products at each of the 4,542 stores as agreed to by Rite Aid.
57. As a direct result of Rite Aid's failure to display Marian Heath's products, Marian Heath
has suffered damages in the form of lost sales of its products.
58. Rite Aid has materially breached the Agreement by failing to make financial investments
and take other action in aid of marketing and selling Marian Heath's products as agreed
by Rite Aid.
59. As a direct result of Rite Aid's failure to make financial investments and take other action
in aid of marketing and selling Marian Heath's products as agreed by Rite Aid.
60. Rite Aid materially breached the Agreement by failing to property account and pay
Marian Heath for the sale of Marian Heath's products at Rite Aid stores.
61. As a direct result of Rite Aid's breach of the Agreement, Marian Heath has been damages
in the amount owed to Marian Heath on the unreported sales.
WHEREFORE, Marian Heath Greeting Cards, LLC, as Counter-Claim Plaintiff, prays
this Honorable Court to enter judgment in its favor and against Counter-Claim Defendant, Rite
Aid Hdgtrs. Corp. in amounts exceeding the limits of mandatory arbitration in Cumberland
County.
COUNTERCLAIM -COUNT II
DETRIMENTAL RELIANCE
62. The responses and allegations of Paragraphs 1 through 61 are incorporated herein by this
reference.
63. Rite Aid promised to pay Marian Heath an amount based upon the actual sales of Marian
Heath's Products sold at Rite Aid stores.
64. Rite Aid promised to display Marian Heath Products in a specified manner in Rite Aid
stores.
65. Rite Aid promised to make certain financial investments and other efforts to market and
aid in the sale of Marian Heath's Products.
66. In reliance upon Rite Aid's promises, Marian Heath delivered to Rite Aid certain of
Marian Heath's Products, without charge to Rite Aid.
67. Marian Heath's reliance upon Rite Aid's promises was reasonable.
68. Rite Aid did not pay Marian Heath the agreed upon amount.
69. Rite Aid did not display Marian Heath Products in the agreed upon manner and in the
agreed upon locations.
70. Marian Heath's reliance upon the promises made by Rite Aid was to its detriment.
71. Marian Heath's reasonable and detrimental reliance upon promises made by Rite Aid has
caused Marian Heath damages in the form of lost sales.
72. Marian Heath's reasonable and detrimental reliance upon promises made by Rite Aid has
caused Marian Heath damages in the form of lost sales.
WHEREFORE, Marian Heath Greeting Cards, LLC, as Counter-Claim Plaintiff, prays
this Honorable Court to enter judgment in its favor and against Counter-Claim Defendant, Rite
Aid Hdqtrs. Corp. in amounts exceeding the limits of mandatory arbitration in Cumberland
County.
COUNTERCLAIM -COUNT III
UNJUST ENRICHMENT
(Pled in the Alternative)
73. The responses and allegations of Paragraphs 1 through 72 are incorporated herein by this
reference.
74. Marian Heath conferred a benefit upon Rite Aid by providing Marian Heath's products
for sale at Rite Aid's stores.
75. Rite Aid accepted the benefit of selling Marian Heath products at Rite Aid stores.
76. Rite Aid has been enriched by the amount of the sale price received for Marian Heath's
products.
77. Rite Aid's enrichment is unjust if it is able to retain such benefit without paying Marian
Heath a reasonable sum for its Products.
78. By failing to pay Marian Heath a reasonable sum for the Products, Rite Aid has been
unjustly enriched.
79. Marian Heath is entitled to payment from Rite Aid in an amount equal to the agreed upon
amount for Marian Heath's Products unjustly retained by Rite Aid.
WHEREFORE, Marian Heath Greeting Cards, LLC, as Counter-Claim Plaintiff, prays
this Honorable Court to enter judgment in its favor and against Counter-Claim Defendant, Rite
Aid Hdqtrs. Corp. in amounts exceeding the limits of mandatory arbitration in Cumberland
County.
COUNTERCLAIM -COUNT III
ACCOUNTING
80. The responses and allegations of Paragraphs 1 through 79 are incorporated herein by this
reference.
81. Rite Aid and not Marian Heath is in possession of all information relating to the receipt,
distribution for sale, sale and purchase price paid of all Marian Heath Products delivered
to Rite Aid.
82. Marian Heath has requested information from Rite Aid relating to the receipt, distribution
for sale, sale and purchase price paid of all Marian Heath Products delivered to Rite Aid.
83. Rite Aid has unreasonably declined to provide such information to Marian Heath.
84. Marian Heath has been damaged by Rite Aid's refusal to provide the requested
information to Marian Heath because Marian Heath cannot determine the ultimate
disposition of its Products delivered to Rite Aid and the amounts due from Rite Aid to
Marian Heath pursuant to their Agreement.
85. Marian Heath is entitled to an accounting of the receipt, distribution for sale, sale and
purchase price paid of all Marian Heath Products delivered to Rite Aid from January 1,
2008 through November 1, 2012.
WHEREFORE, Marian Heath Greeting Cards, LLC, as Counter-Claim Plaintiff, prays
this Honorable Court to Order an accounting of Rite Aid Hdqtrs. Corp.'s records of the receipt,
distribution for sale, sale and purchase price paid for all Marian Heath Greeting Cards, LLC
products from January 1, 2008 through November 1, 2012.
Respectfully submitted,
SALZMANN HUGHES, P.C.
By: ~' ..~~ _.
Scott T. Wyland
Attorney I.D. No. 52660
David H. Martineau
Attorney I.D. No. 84127
354 Alexander Spring Road, Suite 1
Carlisle, PA 17015
(717) 249-6333
Date: November ~3 , 2012 Attorneys for Defendant, Marian Heath
Greeting Cards, LLC
CERTIFICATE OF SERVICE
I, David H. Martineau, hereby certify that on this ~~'-' day of November 2012, I served
the foregoing Answer with New Matter and Counterclaims via United States mail, first class,
postage prepaid, addressed as follows:
Brian Downey, Esquire
Pepper Hamilton LLP
100 Market Street, Suite 200
P.O. Box 1181
Harrisburg, PA 17108-1181
__ . __~
David H. Martineau
VERIFICATION
I, Patricia Vieira verify that the statements made in the forgoing document are true and
correct to the best of my knowledge, information and belief. I also verify that I am authorized to
make this verification on behalf of Marian Heath Greeting Cards, LLC. I understand that false
statements herein are made subject to the penalties of 18 Pa.C.S. §4904, relating to unsworn
falsification to authorities.
MARIAN HEATH GREETING CARDS, LLC
Date: / / ~ ~ ~- ~ - ~~-~~
sy:
Patricia A. Vieira
Title: VP -Finance
RITE AID HDQTRS. CORP., IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLV ANIA
Plaintiff,
~ ~ ~
~
CIVIL ACTION NO. 2012-4952 ~~ i
~ ,
MARIAN HEATH GREETING CARDS,
~ ~
~ ~
;~a i~~
LLC r
'~ C3 ~"' ~ ` '
. ~,. -~--
Defendant. ~,; ~„-=a c
~
NOTICE TO DEFEND °< ~' ~
'"'~
You are hereby notified to file a written response to the enclosed New Matter
within twenty (20) days from service hereof or a judgment may be entered against you.
YOU SHOULD TAKE THIS PAPER TO YOUR LAWYER AT ONCE. IF YOU DO
NOT HAVE A LAWYER, GO TO OR TELEPHONE THE OFFICE SET FORTH
BELOW. THIS OFFICE CAN PROVIDE YOU WITH INFORMATION ABOUT
HIRING A LAWYER.
IF YOU CANNOT AFFORD TO HIRE A LAWYER, THIS OFFICE MAY BE ABLE
TO PROVIDE YOU WITH INFORMATION ABOUT AGENCIES THAT MAY
OFFER LEGAL SERVICES TO ELIGIBLE PERSONS AT A REDUCED FEE OR NO
FEE.
Cumberland County Bar Association
32 South Bedford Street
Carlisle, PA 17013
Telephone: (717) 249-3166
RITE AID HDQTRS. CORP., IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY,
PENNSYLVANIA
Plaintiff,
vs.
CIVIL ACTION N0.2012-4952 -Civil
MARIAN HEATH GREETING CARDS,
LLC
Defendant.
JURY TRIAL DEMANDED
PLAINTIFF'S ANSWER TO DEFENDANT'S NEW MATTER AND COUNTERCLAIM
WITH NEW MATTER
Plaintiff Rite Aid HDQTRS. Corp. ("Rite Aid") by its undersigned attorneys, hereby
answers the New Matter and Counterclaim of Marian Heath Greeting Cards, LLC ("Marian
Heath") as follows:
NEW MATTER
28. Rite Aid incorporates by reference the allegations contained in Paragraphs 1 through 27
of its Complaint as fully as though the same were set forth herein.
29. The allegations contained in this paragraph constitute purported conclusions of law to
which no responsive pleading is required and, therefore, such allegations are deemed to
be denied. To the extent Marian Heath is alleging that Rite Aid undertook obligations to
Marian Heath other than those described in any signed document, including the
Incremental Investment Agreement, such allegation is denied.
30. The allegations contained in this paragraph constitute purported conclusions of law to
which no responsive pleading is required and, therefore, such allegations are deemed to
be denied. To the extent Marian Heath is alleging that Rite Aid undertook obligations to
Marian Heath other than those described in any signed document, including the
Incremental Investment Agreement, such allegation is denied. By way of further answer,
the allegations contained in this paragraph constitute purported conclusions of law to
which no responsive pleading is required and, therefore, such allegations are deemed to
be denied.
31. Rite Aid specifically denies that Marian Heath's use of the defined phrase "the
Agreement" accurately reflects the contractual agreement between the parties. Therefore,
all such allegations are hereby denied. By way of further answer, Rite Aid specifically
denies that the allegations in this paragraph accurately describe the contractual agreement
between the parties.
32. The allegations contained in this paragraph are so vague and incomprehensible as to
prevent any defendant from answering them, and, therefore, such allegations are deemed
to be denied. To the extent that Marian Heath is alleging that Rite Aid was not required
to pay Marian Heath for any product that was delivered by Marian Heath but not sold by
Rite Aid, Rite Aid admits this allegation.
33. Admitted in part and denied in part. Rite Aid admits that it was only obligated to pay
Marian Heath for the product that was actually sold in Rite Aid's store. By way of
further answer, Rite Aid incorporates by reference its response to paragraph 31 above as
though fully set forth herein.
34. Denied. Rite Aid specifically denies that it agreed to provide certain specified display
locations and/or arrangements for Marian Heath's products. By way of further answer,
Rite Aid incorporates by reference its response to paragraph 31 above as though fully set
forth herein.
-2-
35. Denied. Rite Aid specifically denies that it agreed to make financial investments or any
other specific efforts to aid in the marketing and sale of Marian Heath's products. By
way of further answer, Rite Aid incorporates by reference its response to paragraph 31
above as though fully set forth herein.
36. Denied. Rite Aid specifically denies that it breached any obligations that it owed to
Marian Heath. By way of further answer, Rite Aid incorporates its responses to
Paragraphs 32 through 35 above as fully as though the same were set forth herein. Still
by way of further answer, the allegations contained in this paragraph constituted
purported conclusions of law to which no responsive pleading is required and, therefore,
such allegations are deemed to be denied.
37. Denied. Rite Aid specifically denies that it breached any obligation owed to Marian
Heath, including, but not limited to, any alleged financial investment or other effort to aid
in the marketing and sale of Marian Heath's products. Rite Aid specifically denies that it
ever agreed to such terms. By way of further answer, Rite Aid incorporates its responses
to Paragraphs 32 through 36 above as fully as though the same were set forth herein. Still
by way of further answer, the allegations contained in this paragraph constituted
purported conclusions of law to which no responsive pleading is required and, therefore,
such allegations are deemed to be denied.
38. Denied. Rite Aid denies that it breached any obligation owed to Marian Heath or that it
failed to account for all sales of Marian Heath's products. By way of further answer, Rite
Aid incorporates its responses to Paragraphs 32 through 37 above as fully as though the
same were set forth herein. Still by way of further answer, the allegations contained in
-3-
this paragraph constituted purported conclusions of law to which no responsive pleading
is required and, therefore, such allegations are deemed to be denied
39. Denied. Rite Aid denies that it breached any obligation to Marian Heath or that it failed
to properly account for any money owed to Marian Heath. By way of further answer,
Rite Aid incorporates its responses to Paragraphs 32 through 38 above as fully as though
the same were set forth herein. Still by way of further answer, the allegations contained
in this paragraph constituted purported conclusions of law to which no responsive
pleading is required and, therefore, such allegations are deemed to be denied.
40. Denied. Rite Aid denies that it has breached any agreement with Marian Heath. By way
of further answer, Rite Aid incorporates its responses to Paragraphs 32 through 39 above
as fully as though the same were set forth herein. Still by way of further answer, the
allegations contained in this paragraph constituted purported conclusions of law to which
no responsive pleading is required and, therefore, such allegations are deemed to be
denied.
41. Denied. Rite Aid denies that any claim it may make is barred by the doctrine of unclean
hands. By way of further answer, Rite Aid incorporates its responses to Paragraphs 32
through 35 above as fully as though the same were set forth herein. Still by way of
further answer, the allegations contained in this paragraph constituted purported
conclusions of law to which no responsive pleading is required and, therefore, such
allegations are deemed to be denied.
COUNTERCLAIM
42. Denied. Rite Aid incorporates by reference its responses to paragraphs 30 to 40 above as
fully as though the same were set forth herein. Still by way of further answer, the
allegations contained in this paragraph constituted purported conclusions of law to which
-4-
no responsive pleading is required and, therefore, such allegations are deemed to be
denied.
43. Denied. Rite Aid incorporates by reference its responses to paragraphs 30 to 40 above as
fully as though the same were set forth herein. Still by way of further answer, the
allegations contained in this paragraph constituted purported conclusions of law to which
no responsive pleading is required and, therefore, such allegations are deemed to be
denied.
44. Denied. Rite Aid incorporates by reference its responses to paragraphs 30 to 40 above as
fully as though the same were set forth herein. Still by way of further answer, the
allegations contained in this paragraph constituted purported conclusions of law to which
no responsive pleading is required and, therefore, such allegations are deemed to be
denied.
45. Denied. Rite Aid incorporates by reference its responses to paragraphs 30 to 40 above as
fully as though the same were set forth herein. Still by way of further answer, the
allegations contained in this paragraph constituted purported conclusions of law to which
no responsive pleading is required and, therefore, such allegations are deemed to be
denied.
46. Denied. Rite Aid denies that Marian Heath's products were not displayed in its stores.
By way of further answer, Rite Aid incorporates its responses to Paragraphs 30 through
40 above as fully as though the same were set forth herein. Still by way of further
answer, the allegations contained in this paragraph constituted purported conclusions of
law to which no responsive pleading is required and, therefore, such allegations are
deemed to be denied.
-5-
47. Denied. Rite Aid specifically denies that it did not adequately notify and/or train its store
managers with respect to any aspect of Marian Heath's Products. By way of further
answer, Rite Aid specifically denies that Rite Aid and Marian Heath ever agreed to any
terms constituting a "proper display of Marian Heath's Products." Still by way of further
answer, Rite Aid incorporates by reference its responses to Paragraphs 30 through 40
above as fully as though the same were set forth herein.
48. Denied. Rite Aid specifically denies that it failed to make any agreed upon financial
investment or failed to take any agreed upon action in aid of marketing and selling
Marian Heath's products. Rite Aid specifically denies that any such agreement existed.
Still by way of further answer, Rite Aid incorporates by reference its responses to
Paragraphs 30 through 40 above as fully as though the same were set forth herein.
49. Denied as stated. Rite Aid incorporates by reference its response to Paragraph 33 above
as fully as though the same were set forth herein.
50. Denied. Rite Aid incorporates by reference its response to Paragraph 38 above as fully as
though the same were set forth herein.
51. Denied. Rite Aid incorporates by reference its responses to Paragraph 30 through 40
above as fully as though the same were set forth herein.
52. Denied. To the contrary, Rite Aid paid Marian Heath for all Marian Heath products sold
in Rite Aid stores. By way of further answer, Rite Aid incorporates by reference its
response to Paragraphs 30 through 40 above as fully as though the same were set forth in
length herein.
53. Denied. Rite Aid incorporates by reference its response to Paragraph 52 above as fully as
though the same were set forth herein.
-6-
54. Denied. Rite Aid incorporates by reference its responses to Paragraphs 30 to 40 and 52
to 53 above as fully as though the same were set forth herein. Still by way of further
answer, the allegations contained in this paragraph constitute purported conclusions of
law to which no response is required. To the extent any response may be required, Rite
Aid specifically denies that Marian Heath was damaged in any way by any contact of
Rite Aid.
COUNTERCLAIM -COUNT I
BREACH OF CONTRACT
55. Rite Aid incorporates by reference its responses to pazagraphs 1 through 27 of its
complaint and Pazagraphs 28 through 54 above as fully as though the same were set forth
herein.
56. Denied. The allegations contained in this paragraph constitute purported conclusions of
law to which no response or pleading is required and, therefore, such allegations aze
deemed to be denied. By way of further answer Rite Aid incorporates by reference its
responses to pazagraphs 40 through 50 above as fully as though the same were set forth
herein.
57. Denied. The allegations contained in this paragraph constitute purported conclusions of
law to which no response or pleading is required and, therefore, such allegations are
deemed to be denied. By way of further answer Rite Aid incorporates by reference its
responses to pazagraphs 40 through 50 above as fully as though the same were set forth
herein. Still by way of further answer, Rite Aid denies that Marian Heath was damaged
in any way by any conduct of Rite Aid.
58. Denied. The allegations contained in this pazagraph constitute purported conclusions of
law to which no response or pleading is required and, therefore, such allegations aze
-7-
deemed to be denied. By way of further answer Rite Aid incorporates by reference its
responses to paragraphs 30 through 50 above as fully as though the same were set forth
herein. Still by way of further answer, Rite Aid denies that Marian Heath was damaged
in any way by any conduct of Rite Aid.
59. Denied. The allegations contained in this paragraph are so unintelligible as to prevent
any defendant from answering them. The allegations contained in this paragraph
constitute purported conclusions of law to which no response or pleading is required and,
therefore, are deemed to be denied. By way of further answer Rite Aid incorporates by
reference its responses to paragraphs 30 through 50 above as fully as though the same
were set forth herein. Still by way of further answer, Rite Aid denies that Marian Heath
was damaged in any way by any conduct of Rite Aid.
60. Denied. The allegations contained in this paragraph constitute purported conclusions of
law to which no responsive pleading is required and, therefore, are deemed to be denied.
To the extent any response may be required, Rite Aid denies that it breached any
agreement with Marian Heath. Rite Aid denies that it failed to account for and pay
Marian Heath for the sale of Marian Heath's products at Rite Aid stores. Still by way of
further answer, Rite Aid incorporates by reference Paragraphs 30 through 50 above as
fully as though the same were set forth herein.
61. Denied. The allegations contained in this paragraph constitute purported conclusions of
law to which no responsive pleading is required and, therefore, are deemed to be denied.
To the extent any response may be required, Rite Aid denies that it breached any
agreement with Marian Heath. Rite Aid denies that it owes any money to Marian Heath.
Rite Aid denies that any sales of Marian Heath product were not reported. Still by way of
-8-
further answer, Rite Aid incorporates by reference Paragraphs 30 through 50 above as
fully as though the same were set forth herein.
COUNTERCLAIM -COUNT II
DETRIMENTAL RELIANCE
62. Rite Aid incorporates by reference its responses to paragraphs 1 through 27 of its
complaint and Paragraphs 28 through 61 above as fully as though the same were set forth
herein.
63. Rite Aid incorporates by reference its response to Paragraph 33 above as fully as though
the same were set forth herein.
64. Denied. Rite Aid incorporates by reference its response to Paragraph 34 above as fully as
though the same were set forth herein.
65. Denied. Rite Aid incorporates by reference its response to Paragraph 35 above as fully as
though the same were set forth herein.
66. Denied. Rite Aid specifically denies that it made the "promises" referred to in this
paragraph. Rite Aid specifically denies that Marian Heath relied on any promise by Rite
Aid. Rite Aid specifically denies that the product provided by Marian Heath was
"without charge to Rite Aid." To the contrary, Rite Aid incorporates by reference its
response to Paragraph 33 above as though fully set forth herein.
67. Denied. Rite Aid specifically denies that Marian Heath relied upon any "promise" of
Rite Aid other than those set forth in written agreements. Rite Aid further denies that any
such reliance would have been reasonable. By way of further answer, Rite Aid
incorporates by reference its response to Paragraph 66 above as fully as though set forth
herein.
-9-
68. Denied. To the contrary, Rite Aid has paid Marian Heath all agreed upon amounts. By
way of further answer, Marian Heath as failed to pay Rite Aid money it owes to Rite Aid.
Still by way of further answer, Rite Aid incorporates by reference its responses to
Paragraphs 30 through 40 above as fully as though the same were set forth herein.
69. Denied. Rite Aid incorporates by reference its responses to Paragraphs 45 and 45 above
as fully as though the same were set forth herein.
70. Denied. Rite Aid denies that Marian Heath relied upon any promise made by Rite Aid
other than those in written agreements and denies that the alleged reliance was to Marian
Heath's "detriment." By way of further answer, Rite Aid incorporates by reference its
responses to Paragraphs 62 to 70 above as fully as though the same were set forth herein.
71. Denied. Rite Aid denies that its conduct damaged Marian Heath in any way. By way of
further answer, Rite Aid incorporates by references its responses to Paragraphs 62
through 70 above as fully as though the same were set forth herein. Still by way of
further answer, the allegations contained in this paragraph constitute purported
conclusions of law to which no response is required and, therefore, such allegations are
deemed to be denied.
72. Denied. Rite Aid denies that its conduct damaged Marian Heath in any way. Byway of
further answer, Rite Aid incorporates by references its responses to Paragraphs 62
through 71 above as fully as though the same were set forth herein. Still by way of
further answer, the allegations contained in this paragraph constitute purported
conclusions of law to which no response is required and, therefore, such allegations are
deemed to be denied.
-10-
COUNTERCLAIM -COUNT III
UNJUST ENRICHMENT
73. Rite Aid incorporates by reference its responses to paragraphs 1 through 27 of its
complaint and Paragraphs 28 through 72 above as fully as though the same were set forth
herein.
74. Denied. Due to the contrary, Rite Aid conferred a benefit upon Marian Heath by
providing Marian Heath with a location within which to sell its products. By way of
further answer, Rite Aid incorporates by reference its responses to Paragraphs 30 through
40 above as fully as though the same were set forth herein. Still by way of further
answer, the allegations contained in this paragraph constitute purported conclusions of
law to which no response or pleading is required and, therefore, are deemed to be denied.
Still by way of further answer, all actions taken by Rite Aid were in accordance with
agreements between the parties and Marian Heath has been fully compensated for any
alleged "benefit" it conferred upon Rite Aid.
75. Denied. Rite Aid incorporates by reference its response to Paragraph 74 above as fully as
though the same were set forth herein.
76. Denied. Rite Aid incorporates by reference its response to Paragraph 74 above as fully as
though the same were set forth herein.
77. Denied. Rite Aid incorporates by reference its response to Paragraph 74 above as fully as
though the same were set forth herein.
78. Denied. Rite Aid incorporates by reference its response to Paragraph 74 above as fully as
though the same were set forth herein.
79. Denied. Rite Aid incorporates by reference its response to Paragraph 74 above as fully as
though the same were set forth herein. By way of further answer, Rite Aid denies that
-11-
Marian Heath is entitled to any payment from Rite Aid. Rite Aid further denies that it has
retained any money owed to Maiian Heath.
COUNTERCLAIM -COUNT III (SIC.)
ACCOUNTING
80. Rite Aid incorporates by reference its responses to paragraphs 1 through 27 of its
complaint and Paragraphs 28 through 79 above as fully as though the same were set forth
herein.
81. Denied. To the contrary, Marian Heath is in possession of information regazding the
delivery, receipt, sale, and purchase price paid and received for its products. By way of
further answer, Rite Aid and Marian Heath never agreed that Rite Aid would be required
to provide Maiian Heath with information regarding distribution of its product. Marian
Heath's attempt to alter the terms of the agreement with Rite Aid under the guise of
seeking an accounting is improper.
82. Denied. Rite Aid incorporates by reference its response to Pazagraph 81 above as fully as
though the same were set forth herein.
83. Denied. To the contrary, Rite Aid has reasonably refused to assume contractual
obligations regazding information that were not agreed to by the parties. By way of
further answer, Rite Aid incorporates by reference its response to Paragraph 81 above as
fully as though the same were set forth herein.
84. Denied. To the contrary, Marian Heath has not been damaged by any action taken by
Rite Aid. Still by way of further answer, Rite Aid incorporates by reference its responses
to paragraphs 30 through 40 and 81 through 83 above as fully as though the same were
set forth herein. Still by way of further answer, the allegations contained in this
-12-
85
paragraph constitute purported conclusions of law to which no responsive pleading is
required and, therefore, such allegations are deemed to be denied.
Denied. Rite Aid specifically denies that Marian Heath is entitled to any accounting. By
way of further answer, Rite Aid incorporates by reference its responses to paragraphs 81
through 84 above as fully as though the same were set forth herein. Still by way of
further answer, the allegations contained in this paragraph constitute purported
conclusions of law to which no responsive pleading is required and, therefore, such
allegations are deemed to be denied.
NEW MATTER
86.
87.
88.
89.
90.
91.
92.
93.
94.
Marian Heath's counterclaims failed to state claims upon which relief may be granted.
Rite Aid did not breach any duty, contractual or otherwise, allegedly owed to Marian
Heath.
Marian Heath's causes of action against Rite Aid may be barred by the equitable
doctrines of estopple, laches, and/or waiver.
Rite Aid is entitled to an equitable right of set-off.
Marian Heath's claims are barred, in whole or in part, by the applicable statute of
limitations.
Marian Heath's alleged reliance was not reasonable.
Marian Heath's claims are barred in whole or in part because Rite Aid complied with all
applicable terms of the agreements between the parties.
Marian Heath has not suffered compensable injuries or damages and, therefore, lacks
standing to assert any claim against Rite Aid.
Rite Aid does not waive any of the affirmative defenses enumerated in Pa. R.C.P. 1030 or
any other affirmative defense and hereby gives notice that Rite Aid relies upon such other
-13-
defenses as may become available or appear during the course of discovery proceedings
in this case. Rite Aid reserves the right to amend this answer to assert such defenses.
WHEREFORE, Plaintiff Rite Aid Hdqtrs. Corp. request that judgment be entered in its
favor and against Marian Heath Greeting Cards, LLC, and such other and further relief as this
Honorable Court deems to be appropriate. __p ~a_,a~...,._..,... ._
Date: November 30, 2012
Bri P. D wney (PA'S ).....
Ju in G. ber (PA 266)
er R. Hu (PA 06426) `, ~~
PEPP ILTO LLP
Suite 200, 10 treet ~~
,.
P.O. Box 1181
Harrisburg, PA 17108-1181
Phone: (717) 255-1155
Fax: (717) 238-0575
Email: downeyb@pepperlaw.com
weber] g@pepperlaw.com
hulltna,pepnerlaw.com
Attorneys for Plaintiff
-14-
VERIFICATION
I, Mary Mitchell, hereby state that I am authorized to make this verification on
behalf of Rite Aid HDQTRS. Corp. I verify that the foregoing document was prepared with the
assistance and advice of counsel, and in reliance upon counsel's advice; that the document,
subject to inadvertent or undiscovered errors, is based upon and therefore limited by the records
and information still in existence, presently recollected and thus far discovered in preparation of
this document; and that subject to the limitations set forth herein, the statements contained in this
document are true and correct to the best of his knowledge, information and belief. The
language of the foregoing document is that of counsel.
It is understood that the statements herein are made subject to the penalties of 18
Pa. C.S.A. § 4904 relating to unsworn falsification to authorities.
,~',
-1-
CERTIFICATE OF SERVICE
I, Brian P. Downey, hereby certify that on November 30, 2012, a true and correct copy of
the foregoing was served via First Class, U.S. Mail, postage prepaid, upon the following:
Scott T. Wyland, Esq.
David H. Martineau, Esq.
SALZMANN HUGHES, P.C.
354 Alexander Spring Road, Suite 1
Carlisle, PA 17015
~~~ an P. Downey,
./~"°.
RITE AID HDQTRS. CORP, IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY,PEANW NIA
Plaintiff, 3
NO. 2012-4952 CIVIL TERN Ecv, M-
vs. U) o°
• -GS" N ..-�o
MARIAN HEATH GREETING CARDS, CIVIL ACTION-LAW Cal o-n
LLC, =01
Defendant.
�c
IT IS HEREBY STIPULATED AND AGREED, by and between the undersigned
attorneys for the parties hereto, that the annexed ORDER for the Protection and Exchange of
Confidential Information (the "Confidentiality Order") be submitted to the Court with a request
that the Court enter it as an Order of the Court.
IT IS FURTHER STIPULATED AND AGREED, by and between the
undersigned attorneys for the parties hereto, that the parties will abide by the terms of the
Confidentiality Order from the time this Stipulation is signed, regardless as to when or if the
Court signs the Confidentiality Order, except to the extent compliance would require the entry of
such an Order.
Respectfully submitted,
Brian P. Downey(PA 59891) Sc . Wyl (PA 52660)
Kathleen A. Mullen(PA 84604) David H. Martmeau(PA 84125)
PEPPER HAMILTON LLP SALZMANN HUGHES,P.C.
Suite 200, 100 Market Street 354 Alexander Spring Road, Suite 1
P.O. Box 1181 Carlisle,PA 17015
Harrisburg,PA 17108-1181 Phone: (717)249-6333
Phone: (717) 255-1155 Fax:
Fax: (717) 238-0575 Email:
Email: downeyb @pepperlaw.com
mullenk @pepperlaw.com Attorneys for Defendant Marian Heath
Attorneys for Plaintiff Rite Aid Hdqtrs. Corp. Greeting Cards, LLC
Date: April /1,2013
RITE AID HDQTRS. CORP, IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
Plaintiff,
NO. 2012-4952 CIVIL TERM
vs.
MARIAN HEATH GREETING CARDS, CIVIL ACTION - LAW
LLC
Defendant.
CONFIDENTIALITY AGREEMENT
WHEREAS, the parties hereto have stipulated to the signing and entry of this
Order for the Protection and Exchange of Confidential Information ("Confidentiality Order" or
"Order"), and for good cause shown,
IT IS HEREBY ORDERED:
1. The term "document" or "documents" is used herein in the broadest sense
to mean all documents, writings and things, including, without limitation, interrogatory
responses, deposition transcripts, exhibits and other discovery materials, whether printed,
recorded or reproduced by any other mechanical or electronic process, or written or produced by
hand.
2. "Litigation" as used herein means the above-captioned civil action.
3. "Confidential" documents as used herein means documents that the
producing party in good faith designates as "Confidential" at the time of production by means of
a listing of the production numbers appearing on such documents or by means of a
"Confidential" stamp or legend placed on such documents. Notwithstanding the foregoing, a
producing party's inadvertent failure to designate a document "Confidential" in accordance with
the terms of this Order will not preclude a later designation to the extent that confidential
treatment can still be obtained without undue burden or expense on any party to the Litigation.
4. All Confidential documents, as defined herein, produced by any party or
non-party in the Litigation shall be used by any party receiving or reviewing them only for the
purpose of preparing for and conducting the Litigation.
5. Confidential documents, or information derived therefrom, may only be
disclosed or made available by the party receiving such information to "Qualified Persons," who
consist of:
a. the Court (in the manner provided by paragraph 11 hereof);
b. outside or in-house counsel to the parties to the Litigation, and
clerical, secretarial and paralegal staff employed by such counsel;
C. clerical or ministerial service providers, such as outside copying or
litigation support personnel, retained by the parties or counsel;
d. court reporters;
e. experts or consultants and their staff assisting in the Litigation who
are not otherwise employed by any party to the Litigation, and the party receiving such
information shall keep a list of the names of these individuals;
f. all individuals who are named parties and the officers, employees
and affiliates of corporate named parties who are assisting in the prosecution or defense of the
Litigation or who will be responsible for making decisions with respect to the Litigation; and
g. any other person the producing party agrees to in writing.
6. Confidential documents shall not be disclosed to persons other than
Qualified Persons and no action shall be taken (other than in connection with this Litigation) on
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the basis of any Confidential documents by the party receiving them. Nothing contained herein
shall prevent any party from using or disclosing its own Confidential documents or information
as it deems appropriate.
7. Prior to seeing or receiving Confidential documents, all persons specified
in paragraphs 5(e) and 5(g) will execute an Agreement to be Bound by Order in the form of
Exhibit A attached hereto.
8. Testimony given at a deposition may be designated "Confidential" by an
appropriate statement at the time of the giving of such testimony, or a party may designate
portions of depositions as "Confidential" after transcription, provided written notice of such
designation is given to all parties within seven days after receipt of the transcript of the
proceedings, during which period all deposition transcripts shall be treated as "Confidential."
9. Nothing herein shall require disclosure of any documents or information
that counsel contends are protected from disclosure by the attorney-client privilege, work-
product doctrine or any other legally recognized privilege.
10. The inadvertent production of any documents during the Litigation shall
be without prejudice to any claim that such material is privileged under the attorney-client
privilege, work-product doctrine or any other legally recognized privilege, and no party shall be
held to have waived any rights by such inadvertent production. Upon written request by the
inadvertently producing party, the receiving party shall (a) return the original and all copies of
such documents and (b) shall not use such information for any purpose unless allowed by Order
of the Court. No party shall be precluded from arguing that it would be prejudiced if it were (a)
forced to return material to the inadvertently producing party, or (b) precluded from utilizing
such inadvertently produced materials in the Litigation.
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11. If any Confidential documents (including portions thereof or information
derived therefrom) are to be filed with the Court, such documents shall be filed in sealed
envelopes or other appropriate sealed containers and marked with the caption of the Litigation
and a statement substantially in the following form:
CONFIDENTIAL FILED UNDER SEAL PURSUANT TO A
PROTECTIVE ORDER, DATED , 2013,
GOVERNING CONFIDENTIALITY OF DOCUMENTS AND
INFORMATION OBTAINED DURING THE COURSE OF THIS
LITIGATION.
THIS ENVELOPE IS NOT TO BE OPENED NOR THE
CONTENTS THEREOF DISPLAYED OR REVEALED EXCEPT
BY OR TO QUALIFIED PERSONS OR BY COURT ORDER.
All such materials so filed shall be kept under seal by the Clerk of the Court separate from public
records in the Litigation and shall be released only upon further Court Order.
12. Within sixty days after the conclusion of the Litigation, all Confidential
documents and any copies thereof, and all documents containing information derived therefrom,
shall be returned. In the alternative, the parties and their attorneys of record may provide
affidavits stating under oath that all Confidential documents, including any and all copies
thereof, have been destroyed, shredded or otherwise rendered completely and entirely illegible.
Attorney work product and briefs, pleadings, written discovery responses, transcriptions of
testimony and other Court papers prepared for use in the Litigation need not be returned or
destroyed, but shall be kept Confidential by counsel for the parties and remain subject to the
restrictions herein.
13. Each Qualified Person who is not a lawyer representing the parties to the
Litigation or employed by a lawyer representing the parties to the Litigation to whom
Confidential documents are disclosed pursuant to this Order shall be advised that the
Confidential documents are being disclosed pursuant to, and subject to the terms of, this Order.
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14. If Confidential documents or information derived therefrom in the
possession of a receiving party is subpoenaed by any court, administrative or legislative body, or
any other person purporting to have authority to subpoena such information, the party to whom
the subpoena is directed shall give written notice of the subpoena (including delivery of a copy
thereof) to the attorneys for the producing party not less than five business days prior to the time
when production of the information is requested by the subpoena. In the event that the subpoena
purports to require production of such Confidential documents or information derived therefrom
on less than five days' notice, the party to whom the subpoena is directed shall give immediate
telephonic notice of the receipt of such subpoena, and forthwith deliver by hand or facsimile a
copy thereof, to the attorneys for the producing party. Absent a court order to the contrary, the
party to whom the subpoena is directed may comply therewith; however, if application for a
protective order is made promptly before the return date, the party to whom the subpoena is
directed shall not produce such Confidential documents or information derived therefrom prior to
receiving a court order or the consent of the producing party. For purposes of this section,
"subpoena" includes a"notice to produce" and its equivalent.
15. Designation of any document as "Confidential" shall not preclude any
party from contending that a designated document or transcript does not qualify for confidential
treatment, shall not create any presumption that documents and transcripts so designated are
confidential, and shall not shift the burden of establishing entitlement to confidential treatment.
If any party objects to the designation of any document as Confidential, the party shall state the
objection with particularity by letter to counsel for the party making the designation. If the
parties are unable to resolve the objection, the designating party may move the Court to have the
document deemed to be Confidential under the terms of this Order within fifteen(15) days of the
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objection. Until the Court rules on any such motion, the document shall continue to be deemed
Confidential under the terms of this Order. If no motion is made, the designation will be deemed
withdrawn as to the document subject to the objection. A party designating documents as
Confidential bears the burden of persuading the Court that any document is entitled to the
protections afforded to Confidential documents under this Order. The failure to make a timely
objection shall not be deemed a waiver of any right to object to the designation of any document
as Confidential.
16. This Order shall be applicable to discovery provided by any third-party
witnesses or other parties in the Litigation who agree in writing to be subject to and bound by the
terms of this Order.
17. The binding effect of this Order shall survive termination of the Litigation
and the Court shall retain jurisdiction to enforce the Order.
18. This Order shall be governed by, construed, and interpreted in accordance
with the laws of the Commonwealth of Pennsylvania. The parties shall submit to the jurisdiction
of this Court for the purpose of enforcement of the terms and conditions of this Order, as well as
any action based upon any breach of this Order by any of the parties.
19. The parties agree to be bound by the terms of this Order pending the entry
by the Court of this Order, or an alternative thereto which is satisfactory to all parties, and any
violation of its terms shall be subject to the same sanctions and penalties as if this Order had
been entered by the Court.
20. The parties have shown good cause for issuance of this Order. The court
records must be sealed so as to prevent the dissemination of highly confidential corporate
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information, including contractual and financial matters, which may result in substantial
economic harm to the parties.
21. This Order may be modified by the Court upon application of any party.
BY THE C
Date: Lt-,3
J.
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EXHIBIT A
AGREEMENT TO BE BOUND BY ORDER
I have read the Order for the Protection and Exchange of Confidential Information
(the "Order") in the above-captioned case. I understand the terms of the Order, I agree to be
fully bound by the terms of the Order and I hereby submit to the jurisdiction of the Court of
Common Pleas for Cumberland County, Pennsylvania for purposes of enforcement of the Order.
Date:
Signature
Signatory's Name, Business Affiliation,
and Business Address:
Signatory's Residence Address:
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Brian P.Downey{PA 59891) Fj?,�} C
Kathleen A. Mullen(PA 84604). - ��f
PEPPER HAMILTON LLP �(�'
100 Market Street,Suite 200 � g. �: ►
PO Box 1181
Harrisburg,SA 17108-1181 P ��S
717.238.0575(fax)
Attorneys for Plaintiff Rite Aid Hdqtrs. Corp.
RITE AID.HDQTRS. CORP., IN THE COURT OF COMMON.PLEAS
OF CUMBERLAND COUNTY,
PENNSYLVANIA
Plaintiff,
VS.
CIVIL ACTION NO. 2012-4952—Civil,
MARIAN HEATH GREETING CARDS, LLC
Defendant.
JOINT PRAECIPE TO DISCONTINUE
TO THE PROTHONOTARY:
Please mark all claims and counterclaims in the above-captioned matter settled
and discontinued;pursuant to Pa. R.C.P. 229.
Respectfully submitted Respectfully submitted,
P. Do Vey (PA 598 Sco T yl d (PA 52660)
K 1 - 4604) David ineau(PA 84127)
PEP `AMILT SALZMANN HUGHES,.P.C.
100 Market-Streets Suite 200 354 Alexander Spring Road, Suite 1
.P.O. Box 1181 Carlisle, PA 17015
Harrisburg, PA 17108-11.81
Attorneys for Defendant
Attorneys for Plaintiff