HomeMy WebLinkAbout12-4980.$ 4
MARO & MARO, P.C.
By: Robert A. Maro, Esquire
Attorney I.D. No.: 89585
1115 West Main Street
Norristown, PA 19401
(610) 275-9600
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY,
PENNSYLVANIA
RE: Joint Petition of J.G. Wentworth NO: /2 - IJQf 0
71
Originations, LLC and William Porter-Lovett
NOTICE OF HEARING ON PETITION TO TRANSFER STRUCTURED
SETTLEMENT PAYMENT RIGHTS
To: Hartford Life Insurance Company
Attn. Legal Dept/structured Settlements
200 Hopmeadow Street
Simsbury, CT 06089
Twin City Fire Insurance Company
Attn. Legal Dept/structured Settlements
Hartford Plaza
Hartford, CT 06115
BY:
You are hereby given notice that J.G. Wentworth Originations, LLC has filed a petition
to transfer structured settlement payment rights. A hearing in this matter has been scheduled on
, 2012 at o'clock in courtroom no. courthouse, Cumberland County
Court of Common Pleas, Pennsylvania.
You are entitled to support, oppose or otherwise respond to the payee's petition, either in
person or by counsel, by filing written comments with the court prior to the hearing or by
attending the hearing.
The Name, Address and Tax Identification number of the tr
Originations, LLC. 201 King of Prussia Road, Radnor, PA 19089,
? -q-I2-
Date
J.G. Wentworth Originations, LLC
201 King of Prussia Road
Radnor, PA 19087
William Porter-Lovett
7 is J.G. Wentworth
.No. 20- 728885.
.Mayo, Esquire
for J.G. Wentworth
ins. LLC.
1115 W. Main Street
Norristown, PA 19401
(610) 275-9600
(610) 275-9666(facsimile)
4 14 ,
Reserved for Court use.
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY,
PENNSYLVANIA
RE: Joint Petition of J.G. Wentworth NO: 12 Originations, LLC and William Porter-Lovett
INITIAL ORDER OF COURT
On this day of
2012, it is ordered that a
hearing on this Petition to Transfer Structured Settlement Payment Rights will be held on
2012, in Courtroom at o'clock.
The payee shall bring income tax returns for the prior two (2) years to the hearing.
Within seven (7) days, the transferee shall give notice of the hearing date to the
payee, the structured settlement obligor, the annuity issuer, the payee's spouse and any
person receiving child support, alimony, or alimony pendente lite. The transferee shall
attach a certificate of service to the notice of hearing date. A copy of the notice with the
certificate of service shall be filed with the court prior to the hearing.
BY THE COURT:
J.
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
??UtL
In Re: Petition of William Porter-Lovett to Docket No. ?2 ' ???0 rn
Transfer Structured Settlement Payment
Rights
ORDER
Petitioner, J.G. Wentworth Originations, LLC, having petitioned this Court for an Order
pursuant to the Pennsylvania. Structured Settlement Protection Act 40 P.S. § 4001 et seq., (the
"Pennsylvania Act"), approving the transfer of structured settlement payment rights pursuant to a
transfer agreement ("Transfer Agreement") between J.G. Wentworth Originations, LLC
("Transferee") and William Porter-Lovett ("Payee"), and upon all papers and pleadings in this
matter, including the Transfer Agreement, the disclosure statement, the testimony of the Payee
and all other papers submitted in support of the transfer, and Hartford Life Insurance Company
and Twin City Fire Insurance Company, having expressed no objection to the terms of this
transfer, and the Court having heard Transferee's Counsel at the hearing on this matter on this
day of , 20_, and due deliberation being had thereon, the Court hereby
makes the following express findings:
1. This Court has jurisdiction over this matter pursuant to the Pennsylvania Act;
2. The transfer of the structured settlement payments complies with the requirements
of the Pennsylvania Act, and Connecticut General Statutes § 52-225-g-1 (collectively,
"Applicable Acts");
3. The only interested parties or potential interested parties to this action as defined
by the Applicable Acts are as follows:
Payee:
William Porter-Lovett
600 E Keller St
s
Mechanicsburg, PA 17055-3425
Structured Settlement Obligor:
Twin City Fire Insurance Company
Hartford Plaza
Hartford, CT 06115
Attn. Legal Dept/structured Settlements
Annuity Issuer:
Hartford Life Insurance Company
200 Hopmeadow Street
Simsbury, CT 06089
Attn. Legal Dept/structured Settlements
4. The Court has determined that the transfer is in the best interest of the Payee,
taking into account the welfare and support of Payee's dependents, if any. The
transaction, including the discount rate used to determine the gross advance amount and
the fees and expenses used to determine the net advance amount are fair and reasonable
to all interested parties.
5. The Payee has received, or expressly waived, in a separate written
acknowledgement signed by the payee, independent legal advice regarding the
implications of the transfer, including consideration of tax ramification of the transfer;
6. The transfer does not contravene any applicable federal or state statute or
regulation, or any applicable law limiting the transfer of workers' compensation plans, or
order of any court or other governmental authority;
7. The Payee has consented to the transfer in writing;
8. Transferee has satisfied the notice provisions of the Applicable Acts by serving a
copy of the notice of proposed transfer, the application for its approval and all other
required documents on all interested parties at least 20 days prior to the time at which the
Petition was noticed to be heard;
9. In connection with the transfer, at least 10 days before the date on which Payee
first incurred an obligation with respect to the transfer, Transferee provided to the Payee
the disclosure statements as required by the Applicable Acts;
10. The Transfer Agreement provides that if the Payee is domiciled in this state, any
disputes between the parties will be governed in accordance with the laws of this state,
and that this state is the proper venue to bring any cause of action arising out of a breach
of the Transfer Agreement;
11. The Transferee has given written notice of the transferee's name, address, and
taxpayer identification number to the annuity issuer and the structured settlement obligor,
and has filed a copy of that notice with the Court;
It,
12. The Transfer Agreement does not authorize Transferee or any other party to
confess judgment or consent to entry of judgment against the Payee; and
13. The Agreement does not involve the transfer of life contingent payments.
14. The aggregate amount of the payments being transferred is $37,000.00.
15. Net amount payable to Payee in exchange for such payments is $19,000.00.
ORDERED that the petition of Transferee is granted; and it is further
ORDERED that Twin City Fire Insurance Company and Hartford Life Insurance
Company shall recognize and honor the terms of the Transfer Agreement and the assignment to
Transferee, and/or its successors or its assigns; and it is further
ORDERED that Hartford shall make payments of:
A) 1 payment of $7,000.00 on December 23, 2014 B) I payment of $30,000.00 on
December 23, 2019
(the "Assigned Payment") to Transferee; and it is further
ORDERED that Twin City Fire Insurance Company and Hartford Life Insurance
Company shall remit the Assigned Payment to Transferee at the following address, or such other
address as Transferee shall designate in writing:
J.G. Wentworth Originations, LLC.
P.O. Box 83364
Woburn, MA 01813-3364
and it is further
ORDERED that Twin City Fire Insurance Company and Hartford Life Insurance
Company shall, as to all parties except Transferee, be discharged from any and all liability for
the Assigned payment; and it is further
ORDERED that the Transferee shall be liable to Twin City Fire Insurance Company and
Hartford Life Insurance Company for any liabilities, taxes or costs of any kind, including
reasonable costs and attorneys' fees arising from compliance by Twin City Fire Insurance
Company and Hartford Life Insurance Company with this order and/or arising as a consequence
of the Transferee's failure to comply with applicable law; and that, if, as a consequence of the
Transferee's failure to comply with applicable law, the Transferee owes any amount to Twin
City Fire Insurance Company and Hartford Life Insurance Company, then the Transferee
expressly grants to Twin City Fire Insurance Company and Hartford Life Insurance Company
the right to recover any liabilities, taxes, costs of any kind, and attorneys' fees, as well as their
attorneys' fees relating to the above-captioned action; and it is further
ORDERED that this Order in no way modifies or negates the ownership or control of the
underlying contract by Twin City Fire Insurance Company and is entered without prejudice to
the rights of Twin City Fire Insurance Company and Hartford Life Insurance Company and the
lack of opposition by Twin City Fire Insurance Company and Hartford Life Insurance Company
to this transfer, and their compliance with this Order, shall not constitute evidence in this or any
other matter regarding: (i) the assignability of payments under a structured settlement agreement
or annuity contract or related contracts or whether such payments can be assigned; (ii) the
enforceability of provisions that restrict and/or preclude assignment of payments under a
structured settlement agreement or annuity contract or related contracts or orders; (iii) the
validity of other transactions entered into by Transferee; or (iv) whether Twin City Fire
Insurance Company and Hartford Life Insurance Company has waived any right in connection
with any other litigation or claims or rights other than the rights to the Assigned payment as
described above; and it is further
ORDERED that after Twin City Fire Insurance Company and Hartford Life Insurance
Company changes the address for the Assigned payment to the above designated address
("Designated Address"), then Twin City Fire Insurance Company and Hartford Life Insurance
Company shall not again be required to change the address for the Assigned payment; however,
the Transferee may request and Twin City Fire Insurance Company and Hartford Life Insurance
Company will reasonably grant up to one address change per calendar year; and it is further
ORDERED that in the event that Transferee further assigns rights to the Assigned payment
(or any portion thereof) to any other person or entity, then Twin City Fire Insurance Company
and Hartford Life Insurance Company will not themselves be obligated to redirect the Assigned
payment (or any portion thereof) to any person or entity other than Transferee, and Twin City
Fire Insurance Company and Hartford Life Insurance Company shall have no duty or obligation
to any person other than Transferee; and it is further
ORDERED that if, within thirty (30) days before or after the entry of this Order, Twin City
Fire Insurance Company and Hartford Life Insurance Company sends any of the scheduled
Assigned payment to the Payee that came due and owing under the settlement and annuity in that
time period, it is adjudged that Twin City Fire Insurance Company and Hartford Life Insurance
Company has fulfilled their obligations to the Payee and to the Transferee with respect to any
such payment(s); and it is further
ORDERED that the death of Payee prior to the due date of the last of the Assigned
payment shall not affect the transfer of the Assigned payment from Payee to J.G. Wentworth
Originations, LLC., and Payee understands he is giving up his rights, and the rights of his heirs,
successors and/or beneficiaries, to the Assigned payment; and it is further
I
ORDERED that any further transfer of structured settlement payments rights by the Payee
shall be made in compliance with all of the requirements of Applicable Acts; and it is further
ORDERED that this order is binding on any and all successors of the Payee, of other
interested parties, and of the Transferee; and it is further
ORDERED that the Payee shall not incur any penalty, forfeit any application fee or other
payments, or otherwise incur any liability to Transferee or any other person based on any failure
of the transfer to satisfy the Applicable Acts; and it is further
ORDERED that this constitutes a Final Order of the Court.
Dated: _520
`
Judge
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY,
PENNSYLVANIA
No Z
RE: Joint Petition of J.G. Wentworth NO:
Originations, LLC and William Porter-Lovett --6T/ m
FINAL ORDER OF COURT
On this Day of , 2012, it is ordered that the
Petition to Transfer of Structured Settlement Payment Rights is granted.
The court specifically finds that:
(1) the payee has established that the transfer is in the best interests of the payee
or the payee's dependents;
(2) based on the certification by an attorney for the transferee, and the court
having not been made aware of any statute, regulation or order that would be
incompatible with the proposed transfer, the transfer will not contravene any
applicable federal or state statue or regulation, or the order of any court or
administrative authority;
(3) the transfer complies with the remaining requirements of the Structured
Settlement Protection Act, including Sections 3(a)(2), 3(a)(4), 3(a)(5) and
3(a)(6);
(4) the payments that are to be transferred are designated as
follows:
A) 1 payment of $7,000.00 on December 23, 2014 B)
payment of $30,000.00 on December 23, 2019.
(5) the terms of this order shall survive the death of the payee and shall be
binding on the payee's heirs, beneficiaries and assigns;
(6) the payee shall receive from the transferee, within ten (10) days from the date
of this Order, the amount of $19,000.00, from which no funds are owed for
counsel fees, administrative fees, or other costs, fees or expenses.
BY THE COURT:
J.
MARO & MARO, P.C.
By: Robert A. Maro, Esquire
Attorney I.D. No.: 89585
1115 West Main Street
Norristown, PA 19401
(610) 275-9600
- L1
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?i
UtRIBB LA i`4
?. tINSYLVANI
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY,
PENNSYLVANIA
RE: Joint Petition of J.G. Wentworth NO: ?? - qqyo v' bl L
Originations, LLC and William Porter-Lovett , ,; 7
JOINT PETITION FOR PARTIAL TRANSFER OF STRUCTURED
SETTLEMENT PURSUANT TO STRUCTURED SETTLEMENT PROTECTION
ACT, 40 P.S. 4000, ET SEQ.
TO THE HONORABLE JUDGES OF SAID COURT:
And now comes your petitioner, J.G. Wentworth Originations, LLC, by and
through its attorneys, Maro & Maro, P.C., and joint petitioner, William Porter-Lovett,
and in accordance with the applicable rules of Pennsylvania Civil Procedure, hereby
represents as follows:
1. Petitioner is J.G. Wentworth Originations, LLC. ("Buyer" or Transferee"),
with an office address located at 201 King of Prussia Road, Radnor, PA 19087.
2. Joint Petitioner is, William Porter-Lovett ("Payee"), an adult individual who
resides in the County of Cumberland.
3. This Joint Petition has been verified by the Transferee, J.G. Wentworth
Originations, LLC. and the Petition includes all necessary information as prescribed by
PA R.C.P. 229.2(d) et al and Section 3 of the Act, 40 P.S. §4001 et seq.
4. Pursuant to PA. R.C.P. No. 229.2(d)(3) there are four (4) attachments
incorporated herein as follows:
* / 0 1 7 S ?-/ 19?
C#5,; 7;,
I? #2q g13o
a. PA R.C.P. 229.2(d)(3)(i) Payee's Affidavit in Support of Petition.
Please see Attachment/Exhibit "l"; and
b. PA. R.C.P. 229.2(d)(3)(ii) An Initial Order of Court Scheduling
Hearing;
c. PA. R.C.P. 229.2(d)(3)(iii) A certification by Robert A. Maro, Esquire,
attorney for transferee, J.G. Wentworth Originations, LLC.; and
d. PA. R.C.P. 229.2(d)(3)(iv) A Final Order of Court Granting
he Petition.
5. Joint Petitioner, William Porter-Lovett, is the beneficiary of an annuity
owned by Twin City Fire Insurance Company and issued by Hartford Life Insurance
Company. The structured settlement provides payment to the petitioner as described on
Attachment/Exhibit "2".
6. Joint Petitioner, William Porter-Lovett, after having the opportunity to have
independent counsel review the agreement; knowingly, intelligently and voluntarily
waived his right to independent counsel. A copy of the waiver report is attached hereto,
incorporated herein and marked Attachment/Exhibit "3".
7. Joint Petitioner, William Porter-Lovett, proposes to enter into a purchase
agreement with J.G. Wentworth Originations, LLC., its nominees, successors, or assigns,
whose address is 201 King of Prussia Road, Radnor, PA 19087, who will purchase the
following from Petitioner's structured settlement as follows:
A) I payment of $7,000.00 on December 23, 2014 B) 1
payment of $30,000.00 on December 23, 2019.
7. The structured settlement is currently owned by Twin City Fire Insurance
Company and issued by Hartford Life Insurance Company, and the net amount in return
payable to William Porter-Lovett is $19,000.00 from Buyer. A copy of the Purchase
Agreement, Exhibit "A' to the Purchase Agreement and Disclosure Statement is attached
hereto, made apart hereof, and designated Attachment/Exhibit "4".
9. The net amount payable to the payee after deduction of all commissions,
fees, costs, expenses, and charges is $19,000.00.
10. Based on the net amount that the payee will receive from this transaction
$19,000.00 and the amounts and timing of the structured settlement payments that
would be assigned, the payee is, in effect, paying interest at a rate of 11.31% per
year.
11. The Buyer furnished William Porter-Lovett with a Disclosure Statement
pursuant to 40 P. S. 4003 (See Attachment/Exhibit "4") at least ten (10) days prior to the
date on which William Porter-Lovett first incurred any obligation to the Buyer.
12. PA R.C.P. 229.2(b) requires the petition to be filed in the county in which the
payee is domiciled (See also Section 4 of the Act 40 P.S. §4004). PA.R.C.P. 229.2(c)
also requires both the Transferee and Payee to be parties to the Joint Petition. Both
requirements have been fulfilled herein.
13. Written notice of the Transferee's Names, address and taxpayer identification
number has been given to the Annuity Issuer and Structured Settlement Obligor. A copy
of the Notice to the structured settlement obligor is attached hereto as Attachment/Exhibit
"5". Joint Petitioners wills also serve written notice as required by 40 P.S. 4004 upon
all interested parties.
14. The Joint Petitioner's best interest would be served by granting the relief
requested herein for the following reasons. Joint Petitioner is currently married and has
no minor children. Joint Petitioner is only transferring a portion of his structured
settlement. Joint Petitioner was recently married and now has an opportunity to move to
West Virginia to be closer with his wife's family. In West Virginia, they have more of an
opportunity for work and may have already established work by the time of this hearing.
Petitioner would like to use the money to relocate and purchase a property for his new
family as they plan to expand with children. They would like to have a home established
and big enough once they start this new chapter in their life in West Virginia. Petitioner
and his wife have discussed this at length and believe that this is in their best interest.
Based upon the foregoing which shall be expanded upon at the time of trial, the transfer
is clearly within the best interest of Joint petitioner and spouse.
15. In accordance with Cumberland County Local Rule 208.3(a)(2), Two (2)
other similar petitions have been filed and heard regarding this structured settlement.
Under docket Number 2011-5069, Judge Wesley J. Oler, Jr. approved a similar petition
and under Docket Number 2011-8755, Judge Christylee L. Peck approved a similar
petition.
16. This is a Joint Petition and notice of the petition has been sent to all interested
parties in accordance with the applicable rules of civil procedure. As of date, no
objection has been filed or received by joint Petitioners.
WHEREFORE, Joint Petitioner's respectfully requests this Honorable Court to
enter the Initial Order attached to this petition which shall schedule a hearing so that
Transferee and Payee shall have the opportunity to discuss the purpose and reasons for
the transfer and after hearing thereon, respectfully request that this Honorable Court enter
a Final Order approving the Transfer of Structured Settlement Payments Rights as is
mentioned herein.
Maro & Maro, P.C.
Respectfull
By:
d ert A. ar , Esquire
Attorney for Transferee
VERIFICATION
I, Lori Borowski, Vice President of J.G. Wentworth Originations, LLC, have read
the foregoing Petition to Joint Petition to Transfer Structured Settlement Payment Rights
and hereby aver that the statements contained therein are true and correct to the best of
my knowledge, information and belief.
This Verification is made subject to the penalties of 18 Pa.C.S.A. Section 4904
relating to the unworn falsification to authorities.
'0000?
or Borowski, Vice President
Date
CERTIFICATION OF ATTORNEY FOR TRANSFEREE
I, Robert A. Maro, Esquire, attorney for Transferee, J.G. Wentworth Originations,
LLC, hereby certify to the best of my knowledge, information and belief, formed after
reasonable inquiry, that the Transfer will comply with the requirements of the Act (40
P.S. § 4000 et seq.) and will not contravene any other applicable federal or state statute or
regulation or the order of any court or administrative authority.
I, Robert A. Maro, Esquire, attorney for Transferee, J.G. Wentworth Originations,
LLC, hereby verify that the facts and statements set forth herein are true and correct to
the best of my knowledge, information and belief. I understand that false statements
made herein are subject to the penalties of 18 Pa. C.S.A. Section 4904 relating to
unsworn falsification of authorities.
9 q-(7-
Date
Attorney for 1 ransteree, J.u.
Wentworth Originations, LLC
MARO & MARO, P.C.
By: Robert A. Maro, Esquire
Attorney I.D. No.: 89585
1115 West Main Street
Norristown, PA 19401
(610) 275-9600
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY,
PENNSYLVANIA
RE: Joint Petition of J.G. Wentworth NO:
Originations, LLC and William Porter-Lovett
CERTIFICATE OF SERVICE
I, Robert A. Maro, Esquire, hereby certify that a true and correct copy of the
Petition for Transfer of Partial Structured Settlement has been served upon the following
entities via first class mail and/or certified return receipt requested and/or email on :
To: Hartford Life Insurance Company
Attn. Legal Dept/structured Settlements
200 Hopmeadow Street
Simsbury, CT 06089
J.G. Wentworth Originations, LLC
201 King of Prussia Road
Radnor, PA 19087
Twin City Fire Insurance Company
Attn. Legal Dept/structured Settlements
Hartford Plaza
Hartford, CT 06115
William Porter-Lovett
Date: ?'- 9-/T
By:
A. Maro, Esquire
y for J.G. Wentworth Originations,
LLC
MARO & MARO, P.C.
By: Robert A. Maro, Esquire
Attorney I.D. No.: 89585
1115 West Main Street
Norristown, PA 19401
(610) 275-9600
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY,
PENNSYLVANIA
RE: Joint Petition of J.G. Wentworth NO:
Originations, LLC and William Porter-Lovett
ENTRY OF APPEARANCE
To The Prothonotary:
Kindly enter my appearance on behalf of Joint petitioner, J.G. Wentworth
Originations, LLC.
Date: 9, ( I
By:
Olfert A. Marro, Esquire
/Attorney for J.G. Wentworth Originations,
LLC
MARO & MARO, P.C.
By: Robert A. Maro, Esquire
Attorney I.D. No.: 89585
1115 West Main Street
Norristown, PA 19401
(610) 275-9600
ATTACHMENT/EXHIBIT 6f1"
Payee's Affidavit in Support of
Petition to Transfer Structured Settlement Rights
1, William Porter-Lovett, the payee, verify that the statements below are true and correct:
Payee's name, address and age: William Porter-Lovett, 600 E Keller St,
Mechanicsburg, PA, 17055
1. Marital Status:
Never Married; X Married; Separated; Divorced
If married or separated, name of spouse: = 04b*tc f?
2 Minor Children and other dependents:
Names, ages, and places of residence: NONE
3. Income:
Payee's monthly income and sources: I am working as a bartender
making approximately $1,200.00 monthly.
4. Child support, alimony or alimony pendente lite:
Obligation to pay: _ Yes X No
If yes, state the amount of the obligation, to whom payable, and whether there are
arrearages: none
5. Previous transfers: Complete the below for competition deals only. If prior
transfers were with JGW then just type See Exhibit "A".
Have you previously filed a petition to transfer payment rights under the
structured settlement that is the suhiect of this petition? _._X.._. Yes No
If'yes, for each petition that you filed,
See Exhibit "A"
6. Reasons for transfer.
I recently became married and plan on moving closer to her family in
West Virginia. We have opportunity for work there as well. The money will be
used to cover all the moving expenses and to put a down payment on a home.
7. Payment of debts:
If you seek the transfer in order to pay debts, list each debt, including the name of
the creditor and the amount presently owed:
Debt Creditor Amount Owed
Verification
) verify that the statements made in this affidavit arc true and correct. I understand
that false statements herein are made subject to the penalties of 18 Pa.C.S. §4904, relating
to unsworn falsification to authorities.
DATED: ?% Z z
William Porte-],overt
PRIOR APPROVALS
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
In Re: Petition of William Porter-Lovett to Docket No. 11-5069-Civil
Transfer Structured Settlement Payment
Rights
ORDER
Petitioner, J.G. Wentworth Originations, LLC, having petitioned this Court for an Order
pursuant to the Pennsylvania Structured Settlement Protection Act 40 P.S. § 4001 et seq., (the
"Pennsylvania Act"), approving the transfer of structured settlement payment rights pursuant to a
transfer agreement ("Transfer Agreement") between J.G. Wentworth Originations, L,LC
("Transferee") and William Porter-Lovett ("Payee"), and upon all papers and pleadings in this
matter, including the Transfer Agreement, the disclosure statement, the testimony of the Payee
and all other papers submitted in support of the transfer, and Hartford Life Insurance Company
and Twin City Fire Insurance Company, having expressed no objection to the terms of this
transfer, and the Court having heard Transferee's Counsel at the hearing on this matter on this
Ly of 3- , 20_LL, and due deliberation being had thereon, the Court hereby
makes the following express findings:
1. This Court has .jurisdiction over this matter pursuant to the Pennsylvania Act;
2. The transfer of the structured settlement payments complies with the requirements
of the Pennsylvania Act, and Connecticut General Statutes § 52-225-g-I (collectively,
"Applicable Acts");
3. The only interested parties or potential interested parties to this action as defined
by the Applicable Acts are as follows:
Payee:
William Porter-Lovett
600 F Keller St
Mechanicsburg, PA 17055-3425
Structured Settlement.Uhlij?,or:
Twin City Fire Insurance Company
Hartford Plaza
Hartford, CT 06115
Attn. I,egal Dept/structured Settlements
Annuity Issuer:
Hartford Life Insurance Company
200 Hopmeadow Street
SirnsbUry. CT 06099
Attn. Legal Dept/structured Settlements
4. The Court has determined that the transfer is in the best interest of the Payee,
taking into account the welfare and support of Payee's dependents, if any. The
transaction, including the discount rate used to determine the gross advance amount and
the fees and expenses used to determine the net advance amount are fair and reasonable
to all interested -oarties.
The Payee ;has received, oh expressly waived, iii a separate written
acknowledgement signed by the payee, independent legal advice regarding the
implications of the transfer, including consideration of tax ramification of the transfer;
The transfer does not contravene any applicable federal or state statute or
regulation, or any applicable law limiting the transfer of workers' compensation plans, or
order of any court or other governmental authority;
The Payee has consented to the transfer in writing;
Transferee has satisfied the i:ot:ice provisions of the Applicable Acts by serving a
copy of the notice of proposed transfer; the application for its approval and all other
required documents on all interested parties at !.east 20 days prior to the time at which the
Petition was noticed to be heard;
In connection with the transfer, at least 10 days before the date on which Payee
first incurred an obligation with respect to the transfer, Transferee provided to the Payee
the disclosure: statements as required by the Applicable Acts;
10. The Transfer Agreement provides that if the Payee is domiciled in this state, any
disputes between the 1N11-Tics will be governed in accordance with the laws of this state,
and that this state is the proper venue to bring any cause of action arising out of a breach
of the Transfer Agreement;
11. The Transferee has given written notice of the transferee's name, address, and
taxpayer identification number to the annuity issuer and the structured settlement obligor,
and has filed a copy of that notice with the Court;
12. The `t'ransfer Agreement does not authorize Transferee or any other party to
confess judgMULu ur cvnser?t to entry of judgment against the Payee; and
13. The Agreement does not involve the transfer of life contingent payments.
14. The aggregate amount of the payments being transferred is $33,000.00.
15. Net amount payable to Payee in exchange for such payments is $15,765.00.
ORnF.REn that the petition of "Transferee is granted; and it is further
0"FmED that Twin City Fire Insurance Company and Hartford Life Insurance
Company shall recognize and honor the terms of the Transfer Agreement and the assignment to
Transferee, and/or its successors or its assigns; and it is further
ORDEt2ED that Hartford shall make payments of:
A) i payment of $23,000.00 on December 23, 2014 B) 1 payment of $10,000.00 on
December 23, 2019
(the "Assigned Payment") to Transferee; and it is further
ORDERED that Twin City Fire Insurance Company and Hartford Life Insurance
Company shall remit. the Assigned Payment to Transferee at the following address, or such other
address as "Cransferee shall designate in writing:
J.G. Wentworth Originations, LLC.
P.O. Box 83364
Woburn, MA 0181 3-3364;
and it is further
ORDERED that Twin City Fire Insurance Company and I lartford Life Insurance
Company shall, as to all parties except Transferee, be discharged from any and all liability for
the Assigned payment; and it is further
ORDERED that the Transferee shall be liable to Twin City Fire Insurance Company and
Hartford Life Insurance Company for any liabilities, taxes or costs of any kind, including
reasonable costs and attorneys' fees arising from compliance by Twin City Fire Insurance
Company and Hartford Life Insurance Company with this order and/or arising as a consequence
of the Transferee's failure to comply with applicable law; and that, if, as a consequence of the
Transferee's failure to comply with applicable law, the Transferee owes any amount to Twin
City Dire Insurance Company and Hartford Life Insurance Company, then the Transferee
expressly grants to Twin City Fire Insurance Company and Hartford Life Insurance Company
the right to recover any liabilities, taxes, costs of any kind, and attorneys' fees, as well as their
attorneys' fees relating to the above-captioned action; and it is further
ORDF:R.F.D that this Order in no way modifies or negates the ownership or control of the
underlying contract by Twin City Fire Insurance Company and is entered without prejudice to
the rights of Twin City Fire Insurance Company and Hartford Life Insurance Company and the
lack of opposition by Twin City Fire Insurance Company and Hartford Life Insurance Company
to this transfer, and their compliance wit1: this Order, shall not constitute evidence in this or any
other matter regarding: (i) the assignability of payments under a structured settlement agreement
or arainity contract or relates] contracts or whether such payments can be assigned; (ii) the
enforceability of provisions that restrict and/or preclude assignment of payments under a
structured settlement agreement or annuity, contract or related contracts o` orders, (iii) the
validity of other transactions entered into by Transferee; or (iv) whether Twin City Fire
Insurance Company and Hartford Life Insurance Company has waived any right in connection
with any other litigation or claims or rights other than the rights to the Assigned payment as
described above; and it is further
ORDERED that after Twin City Fire Insurance Company and Hartford Life Insurance
Company changes the address for the Assigned payment to the above designated address
("Designated Address"), then Twin City Fire Insurance Company and Hartford Life Insurance
Company shall not again be required to change the address for the Assigned payment; however,
the Transferee may request and 'T'win City Fire Insurance Company and Hartford Life Insurance
Company will reasonably grant up to one address change per calendar year; and it is further
ORDERED that in the event that Transferee further assigns rights to the Assigned payment
(or any portion thereon to any other person or entity, then Twin City Fire Insurance Company
and Hartford Life insurance Company will not themselves be obligated to redirect the Assigned
payment (or any portion thereof) to any person or entity other than Transferee, and Twin City
Fire Insurance Company and Hartford Life Insurance Company shall have no duty or obligation
to any person other than Transferee; and it is further
ORnFRFD that if prior to the issuance of the order or within 30 days after the entry of the
order, Twin City Fire Insurance Company and Hartford Life Insurance Company sends any of
the scheduled Assigned Payments to the Payee that came due and owing under the settlement
and annuity in that time period, it is adjudged that Twin City Fire Insurance Company and
Hartford Life Insurance Company has fulfilled their obligations to the Payee and to the
Transferee with respect to any such payment(s); and it is further
ORDFRED that the death of Payee prior to the due date of the last of the Assigned
payment shall not affect the transfer of the Assigned payment from Payee to J.G. Wentworth
Originations, LLC., and Payee understands he is giving up his rights, and the rights of his heirs,
successors and/or beneficiaries, to the Assigned payment; and it is further
ORDERED that any further transfer of structUred settlement payments rights by the Payee
shall be made in compliance with all of the requirements of Applicable Acts; and it is further
ORDERED that this order is binding on any and all successors of the Payee, of other
interested parties, and of the Transferee; and it is further
ORDERED that the Payee shall not incur any penalty, forfeit any application fee or other
payments, or otherwise incur any liability to Transferee or any other person based on any failure
of the transfer to satisfy the Applicable Acts; and it is further
ORDERED that this constitutes a Final Order of the Court.
Dated:. 20, NYC 556756. e-G
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IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
In Re. Petition of William Porter-Lovett to Docket No. 2011-8755-Civil
Transfer Structured Settlement Payment
Rights
ORDER
Petitioner, J.G. Wentworth Originations, LLC, having petitioned this Court for an Order
pursuant to the Pennsylvania Structured Settlement Protection Act 40 P.S. § 4001 er seg., (the
"Pennsylvania Act"), approving the transfer of structured settlement payment rights pursuant to a
transfer agreement ("Transfer Agreement") between J.G. Wentworth Originations, LLC
("Transferee") and William Porter-Lovett ("Payee"), and upon all papers and pleadings in this
matter, including the Transfer Agreement, the disclosure statement, the testimony of the Payee
and all other papers submitted in support of the transfer, and Hartford Life Insurance Company
and Twin City Fire Insurance Company, having expressed no objection to the terms of this
transfer, and the Court having heard Transferee's Counsel at the hearing on this matter on this
1st stay of February, 2012, and due deliberation being had thereon, the Court hereby makes the
following express findings:
1. This Court has jurisdiction over this matter pursuant to the Pennsylvania Act;
2. The transfer of the structured settlement payments complies with the requirements
of the Pennsylvania Act, and Connecticut General Statutes § 52-225-g-I (collectively,
"Applicable Acts");
3. The only interested parties or potential interested parties to this action as defined
by the Applicable Acts are as follows:
Payee,
William Porter-Lovett
600 E Keller St
Mechanicsburg, PA 17055-3425
Structured_ Settlement Oblivor:
Twin City Fire Insurance Company
Hartford Plaza
Hartford, CT 06115
Attn. Legal Dept/structured Settlements
Annuity Issuer:
Hartford Life Insurance Company
200 Hopmeadow Street
Simsbury, CT 06089
Attn. Legal Dept/structured Settlements
4. The Court has determined that the transfer is in the best interest of the Payee,
taking into account the welfare and support of Payee's dependents, if any. The
transaction, including the discount rate used to determine the gross advance amount and
the fees and expenses used to determine the net advance amount are fair and reasonable
to all interested parties.
5. The Payee has received, or expressly waived, in a separate written
acknowledgement signed by the payee, independent legal advice regarding the
implications of the transfer, including consideration of tax ramification of the transfer;
The transfer does not contravene any applicable federal or state statute or
regulation, or any applicable law limiting the transfer of workers' compensation plans, or
order of any court or other governmental authority;
The Payee has consented to the transfer in writing;
8. Transferee has satisfied the notice provisions of the Applicable Acts by serving a
copy of the notice of proposed transfer, the application for its approval and all other
required documents on all interested parties at least 20 days prior to the time at which the
Petition was noticed to be heard;
In connection with the transfer, at least 10 days before the date on which Payee
first incurred an obligation with respect to the transfer, "Transferee provided to the Payee
the disclosure statements as required by the Applicable Acts;
10. The Transfer Agreement provides that if the Payee is domiciled in this state, any
disputes between the parties will be governed in accordance with the laws of this state;
and that this state is the proper venue to bring any cause of action arising out Of a breach
of the Transfer Agreement;
11. The Transferee has given written notice of the transferee's name, address, and
taxpayer identification number to the annuity issuer and the structured settlement obligor,
and has filed a copy of that notice with the Court;
12. The Transfer Agreement does not authorize Transferee or any other party to
confess judgment or consent to entry of judgment against the Payee; and
13. The Agreement does not involve the transfer of life contingent payments.
14. The aggregate amount of the payments being transferred is $40,000.00.
15. Net amount payable to Payee in exchange for such payments is X21,500.00.
ORDERED that the petition of "Transferee is granted; and it is further
ORDERED that Twin City Fire Insurance Company and Hartford Life Insurance
Company shall recognize and honor the terms of the Transfer Agreement and the assignment to
Transferee, and/or its successors or its assigns; and it is further
ORDERED that Hartford shall make payments of,
A) 1 payment of $20,000.00 on Iecember 23, 201413) 1 payment of $20,000.00 on
December 23, 2019
(the "Assigned Payment") to Transferee; and it is further
ORDERED that Twin City Fire Insurance Company and Hartford Life Insurance
Company shall remit the Assigned Payment to Transferee at the following address, or such other
address as Transferee shall designate in writinb:
J.O. Wentworth Originations, LLC.
P.O. Box 83364
Woburn, MA 01813-3364;
and it is further
ORDERED that Twin City Fire Insurance Company and Hartford Life Tnsurance
Company shall, as to all parties except Transferee, be discharged from any and all liability for
the Assigned payment; and it is further
ORDERED that the Transferee shall be liable to Twin City Fire Insurance Company and
Hartford Life Insurance Company for any liabilities, taxes or costs of any kind, including
reasonable costs and attorneys' fees arising from compliance by Twin City Fire Insurance
Company and Hartford Life Insurance Company with this order and/or arising as a consequence
of the Transferee's fa°ilure to comply with applicable law; and that, if, as a consequence of the
Transferee's failure to comply with applicable law, the Transferee owes any amount to Twin
City Fire Insurance Company and Hartford Life Insurance Company, then the Transferee
expressly grants to Twin City Fire Insurance Company and Hartford Life Insurance Company
the right to recover any liabilities, taxes, costs of any kind, and attorneys' fees, as well as their
attorneys' fees relating to the above-captioned action; and it is further
ORDFRED that this Order in no way modifies or negates the ownership or control of the
underlying contract by Twin City Fire Insurance Company and is entered without prejudice to
the rights of Twin City Fire Insurance Company and Hartford Life Insurance Company and the
lack of opposition by Twin City Fire Insurance Company and Hartford Life lnsurancc Company
to this transfer, and their compliance with this Order, shall not constitute evidence in this or any
other matter regarding: (i) the assignability of payments under a structured settlement agreement
or annuity contract or related contracts or whether such payments can be assigned; (ii) the
enforceability of provisions that restrict and/or preclude assignment of payments under a
structured settlement agreement or annuity contract or related contracts or orders; (iii) the
validity of other transactions entered into by Transferee; or (iv) whether Twin City Fire
Insurance Company and Hartford Life Insurance Company has waived any right in connection
with any other litigation or claims or rights other than the rights to the Assigned payment as
described above; and it is further
ORDERED that after Twin City Fire Insurance Company and Hartford Life Insurance
Company changes the address for the Assigned payment to the above designated address
("Designated Address"), then Twin City Fire Insurance Company and Hartford Life Insurance
Company shall not again be required to change the address for the Assigned payment.; however,
the Transferee may request and Twin City Fire Insurance Company and Hartford Life Insurance
Company will reasonably grant up to one address change per calendar year; and it is further
ORDERED that in the event that Transferee further assigns rights to the Assigned payment
(or any portion thereof) to any other person or entity, then Twin City Fire Insurance Company
and Hartford Life Insurance Company will not themselves be obligated to redirect the Assigned
payment (or any portion thereof) to any person or entity other than Transferee, and Twin City
Fire Insurance Company and Hartford Life Insurance Company shall have no duty or obligation
to any person other than Transferee; and it is further
ORDERED that if prior to the issuance of the order or within 30 days after the entry of the
order, Twin City Fire Insurance Company and Hartford Life Insurance Company sends any of
the scheduled Assigned Payments to the Payee that came due and owing under the settlement
and annuity in that time period, it is adjudged that Twin City Fire Insurance Company and
Hartford Life Insurance Company has fulfilled their obligations to the Payee and to the
Transferee with respect to any such payment(s); and it is further
ORDERED that the death of Payee prior to the due date of the last of the Assigned
payment shall not affect the transfer of the Assigned payment from Payee to J.V. Wentworth
Originations, f,LC., and Payee understands he is giving up his rights, and the rights of his heirs,
successors and/or beneficiaries, to the Assigned payment; and it is further
ORDERED that any further transfer of structured settlement payments rights by the Payee
shall be made in compliance with all of the requirements of Applicable Acts; and it is further
ORDERED that this order is binding on any and all successors of the Payee, of other
interested parties, and of the Transferee; and it is further
ORDERED that the Payee shall not incur any penalty, forfeit any application fee or other
payments, or otherwise incur any liability to Transferee or any other person based on a-6 failure , .
of the transfer to satisfy the Applicable Acts; and it is further Wio, '
ORDERED that this constitutes a Final Order of the Court.
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TRUE COPY FROM RECORD
In'reat;mony whefWf. I hero unto set my hand
and tha eat t5f Said, , t COnisle, Pa.
20 IA -
Thls .T
?/ Prof othonotary
ATTACHMENT/EXHIBIT " 2"
06/28/2011 1Y::31. FAX 866 215 7550 '1111" HARTFORD
Jwmary 26, 1999
RECEIVED
031''0
William G. Porter
? AM$ EM tWi
PO Box 4906 VO '
Vail CO 81658
Re: CCX 3564
Dew-Mr. Porter:
This lour Serves as official verification of the above referenced annuity contract. The annuity
will a mmence on 12/23/1999 with six lump nun payments as described below:
traaz ? t t
$20,000 on 12/23/1999
530,000 on 12123/2004
$40.000 on 12123/2009
$50,000 on 12/2312014
560.000 on 12/23/2019
$95,000 on 1=312024
Plows soft: Tbis eoatrrrt tx+ysat be roll, assatp ed or used as colaateral. Only the owner,
Twin City Fire Ins. Co., is permitted to assign this contort.
If you have any questions please do not hesitate to call me at (800)678-2282. 1 will be glad to
assist you.
Sinoartly,
R 002!009
Diane M. McGough
Amruiti2ation Service Center
ATTACHMENT/EXHIBIT (W9
Please complete and sign.
STATEMENT OF PROFESSIONAL REPRESENTATION
Account ID: 74137
Please Choose Either Box A OR Box B Below.
After you have made your choicc, _ the appropriate box signature line.
YOU SHOULD SIGN -THE BOX YOU HAVE CHOSEN.
A. I HAVE BEEN ADVISED BY J.G. WENTWORTH ORIGINATIONS, LLC
("JGW") THAT I SHOULD OBTAIN INDEPENDENT PROFESSIONAL
REPRESENTATION CONCERNING THE LEGAL, TAX AND/OR FINANCIAL
IMPLICATIONS OF THIS TRANSACTION. I FULLY UNDERSTAND THE PURCHASE
AGREEMENT AND THE IMPLICATIONS OF THE TRANSFER, INCLUDING THE TAX
RAMIFICATIONS OF THE TRANSFER AND I DO NOT WISH TO SEEK OUT SUCH
INDEPENDENT PROFESSIONAL REPRESENTATION.
WILLTAM PORTER-LOVI,TT Date
B. I HAVE OBTAINED INDEPENDENT REPRESENTATION AND I FULLY UNDERSTAND
THE LEGAL, TAX AND/OR FINANCIAL IMPLICATIONS OF THE TRANSACTION,
THE PURCHASE AGREEMENT AND THE RELATED DOCUMENTS. I WAS NOT
REFERRED TO MY PROFESSIONAL ADVISOR BY .1C.W. THE NAME; OF MV
PROFESSIONAL ADVISOR IS SET FORTH BELOW:
._ _.._.._..W.._ _Po __._..__...._._.__._........ ......._
WILLIAM PORTER-LOVETT Date
To Be Completed kjy Ceriired Pro/essional,1 dvisor
Only if you have sibcited Box B Above
Name of Professional:
Phone Number:
Address:
I have personally met with and provided independent professional advice to _
and the ttansuction contemplated thereby. William Porter-Lovett was reterted to (nc b% the
Professional's Signature
Date
Attorney ID
in respect 01'01C Purchase Contract with.IG W
SSC.Contract[t )
Account 11): 74137
PURCHASE CONTRACT
This is a Purchase Contract ("Contract") for the sale of structured settlement payments between
William Porter-Lovett (You, Your), with legal residence at
600 F, Keller St, Mechanicsburg, PA 17055-3425
and
3.0. Wentworth Originations, LLC (We, Us, Our)
3993 Howard Hughes Parkway, Suite 250, Las Vegas, NV 89169-6754.
BACKGROUND
A. In connection with the resolution of a personal injury claim, You or someone acting for You, signed a
Settlement Agreement that entitles You to receive certain future payments ("Settlement Payments"),
according to a set schedule.
B. Those Settlement Payments are being paid to You from an annuity policy ("Annuity Policy") purchased by the Person
responsible for making the Settlement Payments to You ("Obligor").
C. Rather than wait for the Settlement Payments to be made to You in the future, You want to sell all or some of those
Settlement Payments ("Purchased Payments") to Us now for a lump sum.
D. THIS CONTRACT CONTAINS AN ARBITRATION PROVISION WHICH YOU SHOULD READ
CAREFULLY, AS IT WILL HAVE A SUBSTANTIAL IMPACT ON HOW DISPUTES BETWEEN YOU AND
US ARE RESOLVED.
IYYYYYYYIYIIY?YIYY YYY IYIYIWYYYYY141YYYIIY YIYYYYY Y ?Y1YYYIIY? Y?YYI,
DEFINED WORDS
Certain words used in this Contract have specific meanings, shown below.
Annuity Policy The policy purchased by the Obligor to ensure that the Settlement Payments are made to You as
required by the Settlement Agreement.
Closing Documents Any documents necessary to carry out the purchase of the Purchased Payments, other
than the "Contract or Contract Documents" as defined below.
Contract or Contract
Documents Collectively, only this Contract and the Disclosure Statement.
Contract Date The date Your signature at the end of this Contract is notarized. However, if You happen
to sign this Contract before the number of days stated at the end of Your Disclosure
Statement for waiting has passed, You will have no obligation under Your Contract until
that time has passed.
Court Order A legally binding ruling issued by a judge or properly empowered administrative officer,
approving the sale of the Purchased Payments to Us ("Court Approval").
Disclosure Statement The document which identifies for You, the Purchased Payments, expenses, Purchase Price
and various other disclosures.
Encumbrance Any claim, right, lien, policy loan, or restriction. In addition, this includes any
limits on rights of ownership (such as the use, voting, transfer, receipt of income, etc.).
Funding Date The date We pay You the Net Purchase Price.
Accountlll: 74137
Issuer The insurance company that issued the Annuity Policy.
Obligor The Person who is obligated to make payments to You under the Settlement Agreement.
Party One of You or Us. Parties means both You and Us.
Person Any natural person or legal entity.
Purchased Payments Only those certain payments that We are purchasing from You under this Contract.
Purchase Price:
Gross Purchase Price The amount shown as the "gross amount payable to the seller (You)" on the Disclosure
Statement. This is the sum We have agreed to pay You before any deductions as set
forth in the Contract Documents.
Net Purchase Price The amount shown as the "net amount payable to the seller (You)" on the Disclosure
Statement. This is the sum We have agreed to pay You after any deductions as set forth
in the Contract Documents.
Settlement Agreement The agreement that You and the Obligor signed to resolve Your personal injury claim.
Settlement Payments All of the payments that the Obligor has agreed to make to You in the Settlement
Agreement.
We, Our, or Us J.G. Wentworth Originations, LLC, along with any of its successors, assigns,
and designees. Some of the Contract Documents or Closing Documents may refer to Us
as the purchaser.
You or Your The Person named on this Contract's first page. Some of the Contract Documents or
Closing Documents may refer to You as the seller.
You and We agree as follows:
1. SALE OF THE PURCHASED PAYMENTS
A. Upon the signing of this Contract and subject to certain conditions including Court Approval, You sell, transfer
and assign to Us the right to receive the Purchased Payments specifically identified in the Disclosure Statement.
B. We will pay You the Net Purchase Price as agreed to in the Contract Documents, subject to certain conditions,
including meeting Our underwriting requirements, Court Approval and satisfactory completion of the Closing
Documents. We will do this in exchange for You:
• selling the Purchased Payments to Us;
• changing the beneficiary of the Annuity Policy to Your estate and not changing it again until We have
been paid all of the Purchased Payments;
• having any current beneficiaries waive their rights to the Purchased Payments; and
• fulfilling Your promises under this Contract.
C. If We are buying only a portion of Your payments, this will have no effect upon Your rights in the unsold portion.
You will continue to receive the unsold portion unless You have already sold or encumbered that portion.
However, sometimes the Issuer, the Obligor or the court may require Us to receive the entire amount of Your
payment. If so, We will then forward the portion of the payment still due to You and You hereby agree to this
payment servicing arrangement.
Account ID: 74137
2. PURCHASE PRICE
A. The Gross and Net Purchase Prices are shown on the Disclosure Statement and are fair and acceptable to You and Us.
B. We will pay You the Net Purchase Price in the manner You designate for Us.
C. Before we pay You, You agree that We will adjust for the following amounts, if'applicable:
• Purchased Payments Owed to Us-The Issuer may have already paid You some of the Purchased
Payments before We have paid You for them. If that happens, We will deduct the amount of those
Purchased Payments.
• Holdbacks - Due to possible delays in the Issuer beginning to make the Purchased Payments to Us
instead of You, We will hold back an amount equal to any Purchased Payments that the Issuer owes Us
post Court Approval, that are due within 90 days of the Funding Date. If We subsequently receive those
particular Purchased Payments directly, We will return the amount of any related holdback to You.
• Payment of Debts Owed - If You owe any past due child support, bankruptcy payoffs or taxes, or have
any judgments or liens against You or Your assets, We may pay those amounts and deduct them from the
amount We pay You, and You hereby provide Us with specific authority to take such action. We will
provide You with notice of the amounts that We are going to pay, prior to actual payment.
D. If any Purchased Payments are mistakenly sent to You after We have paid You for them, You will immediately contact
Us. If We then determine that any deductions or holdbacks as set forth above are not enough to reimburse Us, We will
advise You of the amount You owe Us. You agree to immediately send that amount to Us by bank or certified check.
3. YOUR REPRESENTATIONS AND WARRANTIES
You represent and warrant to Us the following:
A. You understand that THIS IS A SALE AND NOT A LOAN.
B. The Annuity Policy is in full torte, You are the sole and undisputed recipient of the right to the Purchased Payments,
have the right to sell them free and clear of any Encumbrances and have not previously sold any of the Purchased
Payments to any other Person.
C. You understand that Court Approval is required for this purchase; and You agree to fully cooperate with Us to
obtain that approval.
D. You gave Us all requested information and signed all documents necessary to complete the purchase.
Every statement made by You in the Contract Documents and Closing Documents is true and complete.
E. No law, divorce decree or other legal obstacle:
• requires You to keep the Purchased Payments for the benefit of a current or former spouse, dependent children,
or other person; or
• legally prevents You from contracting with Us, selling the Purchased Payments or changing the Annuity
Policy's beneficiary.
Either:
• You have never tiled for bankruptcy, will not. do so before the Funding Date and there are no lawsuits or efforts
by any of Your creditors to put You into bankruptcy or take any of the Purchased Payments; or
If You filed for bankruptcy, the Purchased Payments were not subject to the claims of Your creditors. You will
give Us a copy of any of Your bankruptcy documents that We request including evidence of a final bankruptcy
payoff or case closing, if any.
Acconntlrx 74137
G. We can rely on Your representations, warranties, and promises in this Contract. These representations, warranties, and
promises are for Our benefit and the benefit of any future owners of the Purchased Payments. You understand that Our
reliance on any intentional misrepresentation by You may result in Our enforcing Our rights against You in court.
if. You had enough time to consider the sale of the Purchased Payments, understand the terms of the Contract Documents
and Closing Documents (including the arbitration provision), are of legal contracting age and sound mind, not under the
influence of drugs or alcohol, and freely and voluntarily, enter into this Contract and agree to all of its terms.
You were advised by Us to obtain independent legal advice and professional tax advice about the sale of the Purchased
Payments and to have those advisors review the terms and legal, tax and other effects of this Contract with You prior to
Your execution of this Contract. You have also explored all appropriate financial options before
entering into this transaction.
We did not provide tax, financial, or legal advice to You about this Contract and have advised You that We may not refer
You to any specific attorney for such purpose.
K. If You are married, Your spouse understands all of the terms and conditions of this Contract including, but not limited to
the fact that, after the Funding Date, You (and Your spouse) will not receive the same amount of money on the same
payment schedule as You would have received under the Annuity Policy. Your spouse has been provided with
all information relating to the transaction and. has had every opportunity to review the terms of the transaction and to
seek any advice relating thereto. Your Spouse also understands that he or she will be giving up any property or contract
rights that he or she may have in the Purchased Payments.
L. We may sell, transfer, or assign Our right to the Purchased Payments in a sale, securitization, or other financing
transaction (resale). Any resale would involve disclosing certain information about You (including Your personal
information) to the parties to a resale.
M. Any future owner of the right to the Purchased Payments will have all of the same rights We have, including the right to
the duties You owe Us under this Contract. This includes the right to make a claim against You for violating any of the
representations, warranties, or promises You made in this Contract.
4. YOUR PROMISES TO US
Before and after the I+undint! Date:
A. You will tell us right away if Your address or telephone number changes and do
everything necessary, including completing and signing all documents to:
• sell the right to the Purchased Payments to Us;
• change the beneficiary as required by this Contract; and
• correct any documentation errors in the Contract Documents or Closing Documents.
B. You will also tell Us if any of the following occurs:
• a violation of this Contract; or
anything that could negatively affect the Annuity Policy, the Purchased Payments, or this Contract.
C. You will not:
• agree to sell the Purchased Payments t:o any Person other than Us;
change the Annuity Policy's beneficiary to any Person other than Your estate until We have collected all of the
Purchased Payments; or
0 withdraw cash from, borrow against, or change the Annuity Policy.
Account ID 74137
D. You will give Us information necessary to update Your representations, warranties, and promises in this Contract. You
will also update any documents and information so they will be true and complete on the Funding Date.
G. We are now, and will continue in the future, to rely on the representations and warranties You have given Us. We will
confirm the accuracy of Your representations and warranties. You must cooperate with this confirmation and provide
complete access to any information We believe necessary.
F. You agree that updating representations, warranties, promises, documents and other information will not cure a breach
of any representation or warranty made by You that was not true and complete.
G. You agree that Our obligation to You under this Contract is strictly limited to the requirement to pay You what We owe
You under- the terms of this Contract, after receipt and approval of the Closing Documents, final underwriting approval
and Court Approval. Under no circumstances will We be liable for any consequential damages.
H. You hereby appoint Us and any of Our designees, with full power of substitution as your Attorney in Fact, to act in
Your name and place for the purpose of assigning and transferring ownership of any and all right, title and interest that
You have in the Purchased Payments and for Us to obtain all benefits contemplated by this transaction. You also give
Us full authority to act in any way proper and necessary to exercise this Attorney in Fact appointment including, but not
limited to: (1) negotiating, endorsing and executing checks, drafts and other instruments in Your name; and
(2) instituting, maintaining, compromising, settling and terminating any litigation or other proceedings related to the
Purchased Payments. This power of attorney is coupled with an interest and shall survive death or disability.
5. CANCELLATION BY US
We may cancel this Contract before the Funding Date if:
A. You breach any representation, warranty, or promise in any Contract Documents or Closing Documents.
13. The petition for the Court Order is contested, opposed, or not approved.
C. We are sued or threatened with a. lawsuit or an arbitration about this Contract or the Annuity Policy.
D. There is any threatened, pending, or final action, or change in law or rule challenging the legality of, or negatively
affecting this transaction.
E. You file for, or are forced into bankruptcy.
F. You die.
G. Final approval has not been given by Our underwriting department.
IL The Purchase Contract is not signed by You and received back by Us by September 15, 2012.
A major rating agency downgrades the Issuer's credit rating.
1. Ibe Issuer is, or becomes insolvent, or under regulatory supervision.
K. With respect to A through .I above, to the extent permitted by applicable law, the arbitration provision in Section 9 of
this Contract shall survive the termination, cancellation or rescission of this Contract.
6. CANCELLA YOU
A. (1) YOU MAY CANCEL THIS CONTRACT WITHOUT PENALTY OR FURTHER OBLIGATION AT ANY
TIME WITHIN FIVE (5) BUSINESS DAYS AFTER THE DATE YOU RECEIVE PAYMENT
HEREUNDER FROM US. IN ORDER FOR THE CANCELLATION TO BE EFFECTIVE, YOU MUST
SEND A NOTICE POSTMARKED AT ANY T1MF, WITHIN FIVE BUSINESS DAYS AFTER YOU
RECEIVE PAYMENT HEREUNDER FROM US (This is the rescission period).
Account ID: 74137
(2) YOUR NOTICE IS TO BE SENT EITHER BY CERTIFIED OR REGISTERED MAIL (RETURN
RECEIPT REQUESTED) OR FEDEX OR ANOTHER MAJOR OVERNIGHT DELIVERY SERVICE. THE
NOTICE MUST INCLUDE A BANK OR CERTIFIED CHECK MADE PAYABLE TO US, IN THE FULL
AMOUNT RECEIVED BY YOU. YOUR NOTICE MUST BE SENT TO:
J.G. Wentworth Originations, LLC
Attention: Manager of Operations
3993 Howard Hughes Parkway, Suite 250
Las Vegas, NV 89169-6754
B. GEORGIA RESIDENTS: YOU MAY CANCEL THIS TRANSACTION AT ANY TIME PRIOR TO 5:00 P.M.
OF THE TWENTY-FIRST DAY FOLLOWING RECEIPT OF THE ENCLOSED "NOTICE OF
CANCELLATION RIGHTS" FORM, OR AT THE HEARING ON THE APPLICATION FOR
AUTHORIZATION OF A TRANSFER OF STRUCTURED SETTLEMENT PAYMENT RIGHTS, OR AT ANY
TIME WITHIN FIVE (5) BUSINESS DAYS AFTER YOU RECEIVE PAYMENT HEREUNDER FROM US,
WHICHEVER EVENT OCCURS LAST (This is the Georgia rescission period). IN ORDER FOR THE
CANCELLATION TO BE EFFECTIVE, YOU MUST SIGN THE ENCLOSED "NOTICE OF
CANCELLATION RIGHTS" FORM AND MAIL OR DELIVER IT TO US AS SPECIFIED IN THAT
NOTICE AND YOU MUST RETURN ALL AMOUNTS (PURCHASE PRICE OR OTHERWISE) RECEIVED
BY YOU ACCORDING TO THE REQUIREMENTS OF 6 (A) (2) ABOVE.
C. WEST VIRGINIA RESIDENTS: IN ORDER FOR YOUR CANCELLATION TO BE EFFECTIVE, YOUR
NOTICE CAN BE SUBMITTED VIA PHONE, MAIL, OR FACSIMILE. ANY AMOUNTS ADVANCED BY
US IN CONTEMPLATION OF THE TRANSFER SHALL BE IMMEDIATELY REFUNDED TO US. IF YOU
DISMISS YOUR ACTION AFTER APPOINTMENT OF A GUARDIAN AD LITEM, OR RESCIND YOUR
TRANSFER AGREEMENT (PURCHASE CONTRACT) WITHIN THE RESCISSION PERIOD IN
6(A) (1) ABOVE, YOU SHALL BE RESPONSIBLE FOR THE FILING FEE AND ANY GUARDIAN AD
LITEM FEES.
D. With respect to A through C above, to the extent permitted by applicable law, the arbitration provision in Section
9 of this Contract shall survive the termination, cancellation or rescission of this Contract.
7. NOTICES
A. All notices about this Contract must be in writing.
13. All notices must be sent either by: (1) certified or registered mail (return receipt requested); or (2) FedEx or another major
overnight delivery service with a delivery tracking system and are considered given when delivered as follows: If to You:
to the most recent address for You listed in Our files. If to Us: to the address listed in Section 6(A) (2) of this Contract.
8. EVENTS OF DEFAULT
You will be in default if You:
A. fail to comply with any terms or conditions of this Contract; or
B. breach any of Your representations, warranties and promises in this Contract.
If You are in default, even if You have not rejected the arbitration provision (see Section 9 of this Contract), We have the right to
enforce Our rights against You in court to make You perform Your promises or to get money from You. If We sue You in covet
in connection with a Claim that is subject to arbitration under the arbitration provision in Section 9 of this Contract, and You have
not rejected the arbitration provision, You will have the option of remaining in court or seeking to compel arbitration of that
Claim under the terms of the arbitration provision.
AccountlD: 74137
9. ARBITRATION PROVISION
To the extent permitted by applicable law, You and We agree to the following arbitration provision.
YOU HAVE THE RIGHT TO REJECT THIS ARBITRATION PROVISION AS SGT FORTH BELOW. If You do not reject
this arbitration provision and a Claim is arbitrated, You will not have the right to: (1) have a court or a jury decide the Claim;
(2) engage in information gathering (discovery) to the same extent as in court; (3) participate in a class action in court or in
arbitration; or (4) join or consolidate a Claim with claims of any other person. The right to appeal is more limited in
arbitration than in court and other rights in court may be unavailable or limited in arbitration.
Claims Subject to Arbitration. A "Claim" subject to arbitration is any claim, dispute or controversy between You and Us (other than
an Excluded Claim or Proceeding as set forth below), whether preexisting, present or future, which arises out of, or relates to the
Contract, the negotiations related thereto, the breach thereof or any other transaction conducted with us in connection with the
Contract. "Claim" has the broadest possible meaning and includes initial claims, counterclaims, cross-claims, third-party claims and
federal, state, local and administrative claims. It includes disputes based upon contract, tort, consumer rights, fraud and other
intentional torts, constitution, statute, regulation, ordinance, common law and equity and includes claims I'or money damages and
injunctive or declaratory relief. Upon the demand oi' You or Us, Claim(s) will be resolved by individual (not class or class-wide)
binding arbitration in accordance with the terms specified in this arbitration provision.
Special Definitions. Solely for purposes of this arbitration provision, in addition to the meanings set forth in this Contract: (1) "We,"
"Us" and "Our" also (a) refer to Our employees, officers, directors, parents, controlling persons, subsidiaries and affiliates and (b)
apply to third parties if You assert a Claim against such third parties in connection with a Claim you assert: against Us; and (2) "You"
or "Your" also refer to Your current or former spouse(s), children. heirs, estate, executors, successors, assigns, representatives and
beneficiaries.
Excluded Claim or Proceeding. Notwithstanding the foregoing, "Claim" does not include any dispute or controversy about the
validity, enforceability, coverage or scope of this arbitration provision or any part thereof (including, without limitation, the "Class
Action Waiver" set forth below and/or this sentence); all such disputes or controversies are for a court and not an arbitrator to decide.
However, any dispute or controversy that concerns the validity or enforceability of the Contract as a whole is for the arbitrator, not a
court, to decide. In addition, We will not require You to arbitrate any individual action brought by You in small claims court or Your
state's equivalent court, unless such action is transferred, removed, or appealed to a different court.
Federal Arbitration Act. Notwithstanding any other provision it, this Contract, You and We agree that this Contract evidences a
transaction involving interstate commerce and that the Federal Arbitration Act (Title 9 of the United States Code) ("FAA") shall
govern its interpretation and enforcement and proceedings pursuant thereto. To the extent state law is applicable under the .FAA, the
law of the state of Your domicile (where You regularly reside on the Contract Date) shall apply.
Class Action Waiver. Notwithstanding any other provision of this Contract, if a Claim is arbitrated, neither You nor We will
have the right: (a) to participate in a class action, private attorney general action or other representative action in court or in
arbitration, either as a class representative or class member; or (b) to join or consolidate Claims with claims of any other
Persons. No arbitrator shall have authority to conduct any arbitration in violation or this provision (provided, however, that
the Class Action Waiver does not apply to any lawsuit or administrative proceeding filed against us by a state or federal
government agency even when such agency is seeking relief on behalf of a class of borrowers including You. This means that
We will not have the right to compel arbitration of any claim brought by such an agency). The Class Action Waiver is
nonseverable from this arbitration provision. If the Class Action Waiver is limited, voided or found unenforceable, then this
arbitration provision (except for this sentence) shall be null and void with respect to such proceeding, subject to the right to
appeal the limitation or invalidation of the Class Action Waiver.
Arbitration. Procedures. If You or We seek to arbitrate a Claim, the Party seeking arbitration must notify the other Party in writing.
This notice can be given after the beginning of a lawsuit and can be given in papers filed in the lawsuit, such as a motion to compel
arbitration. Otherwise, Your notice must be sent to Us at the address specified in Section 6 (A) (2) of this Contract and Our notice
must be sent to the most recent address for You in our files. Any arbitration hearing that You attend will take place in a venue of Your
domicile. If a Party files a lawsuit in court asserting Claim(s) that are subject to arbitration, and the other Party files a motion to
compel arbitration with the court, which is granted, it will be the responsibility of the Party prosecuting the Claim(s) to select an
arbitration administrator in accordance with the paragraph below and commence the arbitration proceeding in accordance with the
administrator's rules and procedures.
Accotiw IF). 79137
The arbitration will be administered by the American Arbitration Association ("AAA"), 1633 Broadway, 10" Floor, New York, NY
10019, www.adnorg, 1-800-778-7879 or JAMS, 1920 Main Street, Suite 300, Irvine, CA 92614, www.jawsa(ir.c:om, 1-800-352-5267.
The rules and forms of the AAA and JAMS maybe obtained by writing to these organizations at the addresses listed above. Ifthe
AAA and .TAMS are unable or unwilling to serve as administrator, the Parties may agree upon another administrator or, if they are
unable to agree, a court shall determine the administrator. No company may serve as administrator, without the consent of all Parties,
if it adopts or has in place any formal or informal policy that is inconsistent with and purports to override the terms of this arbitration
provision. In the event of a conflict between the provisions of this arbitration provision, on the one hand, and other provisions of this
Contract or any applicable rules of the AAA or .TAMS or other administrator used, on the other hand, the provisions of this arbitration
provision shall control.
A single arbitrator will be appointed by the administrator and must be a practicing attorney with ten or more years of experience or a
retired judge. The arbitrator will not be hound by judicial rules ofprocedure and evidence that would apply in a. court, or by state or
local laws that relate to arbitration proceedings. The arbitrator will honor statutes of limitation and claims of privilege recognized
under applicable taw. In determining liability or awarding damages or other relief, the arbitrator will follow this Contract and the
applicable substantive law, consistent with the FAA and this Contract, that would apply if the matter had been brought in court. At
Your written request, we will pay all tiling, hearing and/or other fees charged by the administrator and arbitrator to You for Claim(s)
asserted by You in arbitration after You have paid an amount equivalent to the fee, if any, for filing such Claim(s) in state or federal
court (whichever is less) in the judicial district in which You reside. (If You have already paid a filing fee for asserting the Claim(s) in
court, You will not be required to pay that amount again), In addition, the administrator may have a procedure whereby You can seek
a waiver of fees charged to You by the administrator and arbitrator. We will always pay any fees or expenses that We are required to
pay by law or the administrator's rules or that We are required to pay for this arbitration provision to be enforced. The arbitrator will
have the authority to award attorneys' and expert witness fees and costs to the extent permitted by this Contract, the administrator's
rules or applicable taw. The arbitrator will always award You reasonable attorneys' and expert witness fees and costs (a) if and to the
extent You prevail on Claims you assert against Us in an arbitration commenced by You and (b) to the extent required under
applicable law for this arbitration provision to be enforced. The arbitrator shall write a brief explanation of the grounds for the
decision. A judgment on the award may be entered by any court having jurisdiction.
Severability and Survival. If any part of this arbitration provision, other than the Class Action Waiver, is deemed or found to be
unenforceable for any reason, the remainder shall be enforceable, To the extent permitted by applicable law, this arbitration provision
shall survive the termination, cancellation or rescission of this Contract.
Effect of Arbitration Award. The arbitrator's award shall be final and binding an all Parties, except: for any right of appeal provided
by the FAA. However, if the amount of the Claim exceeds $50,000 or involves a request for injunctive or declaratory relief that could
foreseeably involve a cost or benefit to either Party exceeding $50,000, any Party can, within 34 days after the entry of the award by
the arbitrator, appeal the award to a three-arbitrator panel administered by the administrator. The panel shall reconsider anew any
aspect of the initial award requested by the appealing Party. The decision of the panel shall be by majority vote. Reference in this
arbitration provision to "the arbitrator" shall mean the panel if an appeal of the arbitrator's decision has been taken. The costs of such
an appeal will be borne in accordance with the above paragraph titled "Arbitration Procedures." Any final decision of the appeal
panel is subject to judicial review only as provided tinder the FAA.
Right to Reject Arbitration Provision. You may reject this arbitration provision by sending Us written notice of Your decision so
that We receive it at the address listed below within forty-five (45) days of the Contract Date. Such notice must be sent by certified or
registered mail (return receipt requested) or by l`edEx or another major overnight delivery service with a delivery tracking system;
must include a statement that You wish to reject the arbitration provision along with Your name, address, Account I.D. number and
Your signature; and must be delivered to Us at the address specified in Section 6 (A) (2) of this Contract. This is the sole and only
method by which You can reject this arbitration provision. Upon receipt of a resection notice, We will reimburse You for the standard
cost of a certified or registered letter or overnight delivery. Rejection of this arbitration provision will not affect any other terms of
this Contract and will not result in any adverse consequence to You. You agree that Our business records will be final and conclusive
with respect to whether You rejected this arbitration provision in a timely and proper fashion- This arbitration provision will apply
tars You and Us unless you reject it by providing proper and timely notice as stated herein.
Account I C): 741 3 7
10. MISCELLANEOUS
A. You give Us permission to conduct background checks on You, including obtaining information from the credit bureaus,
in order to verify Your legal residence, contact information, and any other information We deem necessary for this
transaction. We can also search records for UCC filings, hankruptcy filings, judgments, liens and child support
obligations against You.
B. This Contract is the entire agreement between You and Us.
C. If there is more than one of Us or You, this Contract applies to all of those people together, and to each of them on their
own.
D. Both Parties must agree in writing to any change to this Contract or waiver of its terms.
F. Except as set forth in the arbitration pmvision in Section 9 of this Contract, if a court undoes any part of this Contract,
the rest of the Contract remains valid.
F. You cannot voluntarily or involuntarily sell, assign, or transfer this Contract, or any of Your rights or duties under this
Contract. Any such action taken by You in violation of this section shall be void and of no effect.
G. Except as otherwise required by applicable law, the law of the state of Your domicile (where You regularly reside on the
Contract Date) will govern this Contract and disputes under this Contract shall be determined in Your domicile State
(where You regularly reside on the Contract Date).
H. This Contract also holds responsible Your heirs, and executors. This Contract benefits only You and Us, and no one else.
However, if properly assigned by Us, this Contract will bind and benefit Our successors and assigns.
1. Failure to enforce any provision of this Contract is not a waiver of that provision.
J. The Parties may sign this Contract in one or more counterparts. Each counterpart will be considered an original. All
counterparts will form one Contract. A facsimile, pdf or other electronic copy of the signed Contract or any counterpart
will be considered an original and treated as such in any court [or arbitration I proceeding.
K. We have investigated the proposed transfer of the Purchased Payments and, in light of information available to Us, have
identified no violation of any applicable state or federal law.
L. You will not receive an IRS Form 1099 from Us.
M. Titles and headings in this Contract are for convenience only. Do not use them to interpret this Contract.
N. Except as otherwise set forth in this Contract (including the arbitration provision in Section 9 of this Contract); You and
We will pay our respective costs and expenses in carrying out this Contract.
You and We, intending to be legally bound, have signed this Contract as of the Contract Date below, and agree to all of its
terms and conditions, including the arbitration provision.
Account ID: 74137
By signing below, You also acknowledge that You were advised by Us in writing, that You should obtain independent legal
advice and professional tax advice about the sale of the Purchased Payments anti to have those advisors review with You, the
terms and legal, tax and other effects of this Contract.
tiwortr to and subseribed SELLER:
before me this, 1?5? k day of 20 ("(:ontract
Date")
f SIGN HERF
v ?l
Notary williant l'orier-Lovett
i
Acknowledged and Agreed:
Sworn to and subscribed
bore me this day of
Notary 4
COMMON_ 1'H OF PCIVNSYLVAN7A
- Notarial Seal
Hope L Gulley, Notary Public
tipper Allen T,wp., Cumberland County
My Commission Expires Feb. J_8, 2013
------ ;..; ,. -,r nr,)taYieS
Menthcr.t?en•.,n-.. ,..,
SELLER'S SPOUSE (if applicable)
d ^`
Spouse
US: J.G. Wentworth Originations, LLC
BY:
Sam Gottesman, Underwriting Manager
ACCOnnt ti): 74137
July 31, 2012
PENNSYLVANIA.
DISCLOSURE STATEMENT
We will purchase the following payments (purchased .payments) from You;
A) 1 payment of $7,000.00 on December 23, 2014 B) 1 payment of $30,000.00 on
December 23, 2019
(The remainder of the page intentionally left blank)
Account lU: 74137
July 31, 2012
The aggregate amount of the Purchased Payments is $37,000.00.
The discounted present value of the aggregate Purchase Payments at the federal interest
rate of 1.20% is $34,269.30. The discounted present value is the calculation of the current
value of the transferred structured settlement payments (Purchased Payments) under
federal standards for valuing annuities.
The gross amount payable to seller (You) is $19,000.00.
The net amount payable to the seller (You) is $19,000.00.
Legal fees (this is an estimate of what Your attorney will charge You if
You choose not to waive representation): $500.00
No other expenses are incurred by You.
The net amount that You will receive from Us in exchange for Your future structured
settlement payments represents 55.40% of the estimated current value of the payments
based upon the discounted value using the applicable federal rate.
Based on the net amount that You will receive in payment from Us and the amounts and
timing of the structured settlement payments that You are selling to Us, this is the
equivalent of interest payments to Us at a rate of 11.31 % per year. PLEASE NOTE;
THAT THIS IS NOT A LOAN, BUT A SALE OF PAVMEN'lI RIGHTS AND THE
INTEREST FIGURE IS ONLY PROVIDED AS AN ILLUSTRATION OF THE
ECONOMIC IMPACT OF THE SALE.
Please be advised there are no penalties or liquidated damages payable by you in the event
of any breach of the transfer agreement by you.
By signing below, You are confirming receipt of this Disclosure Statement at least 10 days
prior to You first incurring an obligation with respect to the transfer.
t
W=ILLIAM PORTER-LOVETT STUN HLRG
-2-
AQuounlID'. 74137
July 31, 2012
CONNECTICUT
DISCLOSURE STATEMENT
We will purchase the following payments (Purchased Payments) from You;
A.) 1 payment of $7,000.00 on December 23, 2014 B) 1 payment of $30,000.00 on
December 23, 20) 9
(THE REMAINDER OF THE PAGE INTENTIONALLY LEFT BLANK)
Account U 74137
July 31, 2012
The aggregate amount of the Purchased Payments is $37,000.00.
The discounted present value of the aggregate Purchased Payments at the federal interest
rate of 1.20% is $34,269.30. The discounted present value is the calculation of the current
value of the transferred structured settlement payments (Purchased Payments) tinder
federal .standards for valuing annuities.
The gross amount payable to seller is $19,000.00.
No other expenses are incurred by you.
The net amount payable to the seller (You) is $19,000.00.
Based on the net amount that You will receive in payment from Us and the amounts and
timing of the structured settlement payments that You are selling to Us, this is the
equivalent of interest payments to Us at a rate of 11.31% per year. PLEASE NOTE
THAT THIS IS NOT A LOAN, BUT A SALE OF PAYMENT RIGHTS AND THE
INTEREST FIGURE, IS ONLY PROVIDED AS AN 11J.,USTRATION OF THE
ECONOMIC IMPACT OF THE SALE.
Notice of Cancellation Rights:
You may cancel without penalty or further obligation, not later than the fifth business day
after Your receipt of payment from Us under the transfer agreement (Purchase Contract).
Please be advised there are no penalties or liquidated damages payable by You in the
event of any breach of the transfer agreement (Purchase Contract) by You.
By signing below, You are confirming receipt of this Disclosure Statement at least 3 days
prior to You executing the transfer agreement (Purchase Contract).
SIGN HERE,
WILLIAM PORTER=LOVETT
-z
IMPORTANT NOTICE
You are strongly urged to consult with an attornev who carp advise you of the potential tax
consequences of this transaction.
By: WILLIAM PORTER-LOVETT
Sworn to and subscribed
r
"tTorc me thi? day of
ZotarY ?
COMMONWEAL I tI M PENNSYLVANIA
j t fork L CiiVeY, Notal V PUU1It
Upper Ailen'1 rrp., C?lrr?beri-;rr? COMIty
My C:onunlssioll Upk:5 r et. 26, 20_73_
l•9 ?.,7?1.i:f i°nnn•, d<<: % ,. n... .it ^ Rf ti?`..?`71flf':7?
. j, ?0
ATTACHMENT/EXHIBIT "5"
• r or
).G.Wi?Ni'WORTH
August 8, 2012
Hartford Life Insurance Company
200 Flopmeadow Street
Simsbury, CT 06089
Attn: Legal Department/Structured Settlements
Twin City Fire Insurance Company
Hartford Plaza
Hartford, CT 06115
Attn: Legal Department/Structured Settlements
RE: Notice of Sale/Assignment of Payment Rights
Your Contract #: CCX0003564
Payee: William Porter-Lovett
T)earlnsurcr:
Please be advised that J.G. Wentworth Originations, LLC and/or its successors and assigns, have entered
into a transaction with the above-referenced annuitant who is seekinc, to transfer certain of his/her rights to
the payments scheduled to be received under the above-referenced annuity policy. We are currently seeking
court approval pursuant to the applicable structured settlement transfer statute. Pursuant to the statute,
please note the following information about the Purchaser:
J.G. Wentworth Originations, LLC
201 King of Prussia Road, Suite 200
Radnor, PA 19087
Tax TD # 20-4728885
PLEASE. NOTE,: No payments under this annuity should be held until the courts have entered a final order
and we have forwarded this order to you.
Very t: my yours,
J.G. Wentworth Originations, LL(:
. 4' ht, j / ? fFi
fay:
hori Borowski, Vice President
201 KING OF PRUSSIA: ROAD, SUITE 200 • RAT)NOR, PA 19087
PHONE: (boo) 790-4016 • FAUX: (215) 567-6096
T _y
Reserved forCourt use.
1.7i `tF. ~€~
~~ a ~~ r
R~:,2 AUG f 5 Af ~ 8~ ~., ~~
PLNN5Yi.VAt~(~;
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY,
PENNSYLVANIA
RE: Joint Petition of J.G. Wentworth .
NO: ~Z -' ~ /C~D ~~ ~ ~ L
Originations, LLC and William Porter-Lovett ~~'"''
Ii~1ITIAL ORDER OF COURT
On this ~ day of ~~~~.~- 2012, it is ordered that a
hearing on this Petition to Transfer Structured Settlement Payment Rights will be held on
~~~;~'u`'~~ta,1.' ~7~_, 2012, in Courtroom _~~ at 3/,' o'clock. ~h1
The payee shall bring income tax returns for the prior two (2) yeazs to the heazing.
Within seven (7) days, the transferee shall give notice of the hearing date to the
payee, the structured settlement obligor, the annuity issuer, the payee's spouse and any
person receiving child support, alimony, or alimony pendente lite. The transferee shall
attach a certificate of service to the notice of hearing date. A copy of the notice with the
certificate of service shall be filed with the court prior to the hearing.
BY THE COURT:
~v.~
J.
~jGG
s
Maro &Maro, P.C.
By: Robert A. Maro, Esquire
Attorney I.D. No.: 89585
1115 W. Main Street
Non~istown, PA 19401
(610) 275-9600
for JG Wentworth Origination, LLC
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY,
PENNSYLVANIA.
IN RE: Joint Petition of JG Wentworth NO: 2012- 49Ci~
Originations, LLC and William Porter-Lovett Ana v
~~ ~
~~ ~f
CERTIFICATE OF SERVICE ~ n ~
a1 ~ N
~' ~ ~
I, Robert A. Maro, Esquire, hereby certify that a true and correct copy of the--+ ~
Notice of Hearing was served upon the Payee, The Sttvcttued Settlement Obligor, T'~ie
Annuity Issuer, the Payee's Spouse and any person receiving child support, alimony or
alimony pendente life.
A copy of the Notice is attached hereto.
Date: August 22, 2012 By:
Robert A. Maro, Esquire
Attorney for JG Wentworth
Originations, LLC
a
~,r:;m,
rz`t
~~ ~~a
~~
.~. -~,
q-~p
C:) ~'.
3~"
.~-
MARO & MARO, P.C.
By: Robert A. Maro, Esquire
Attorney LD. No.: 89585
1115 West Main Street
Norristown, PA 19401
(610} 275-9600
IN THE COURT OF COMMON PLEAS OF CUMBERLAND
PENNSYLVANIA
RE: Joint Petition of J.G. Wentworth NO: ~ ~' ~D
Ori~tat~ns, LLC and Winiam Porter-Lovett
NOTICE OF HEARING ON PETITION TO TRANSFER STRUCTURED
SETTLEMENT PAYMENT RIGHTS
To: Hartford Life Insurance Company
Attn. Legal Dept/structured Settlements
200 Hopmeadow Street
Simsbury, CT 06089
Twin City Fire Insurance Company
Attn. Legal Depdstructiued Settlements
Hartford Plaza
Hartford, CT 06115
J.G. Wemworth Originations, LLC
201 King of Prussia Road
Radnor, FA 19087
William Porter-Lovett
Yourare hereby given notice that J.G. Wentworth Originations, LLC has filed a petition
to transfer structured settlement yment rights. A hearing in is matter has ban scheduled on
2012 at 'I ' o clock in courtroom no. ~ courthouse, Cumberland Count
Court of Common Pleas, Pennsylvania.
~d1
You are entitled to support, oppose or otherwise respohd to the payee's petition, either in
person or by counsel, by filing written comments with the court prior to the hearing or by
attending the hearing.
The Name, Address and Tax Identification number of the transf is J.G. W~twarth
Origi~utf~sa, LLC. 201 King of Prussia Road, Radnor, PA 19089, T. No. 20-~728885.i
2'q'~~ BY:
Date
Ro . Mam, Esquire
ey for J.G. Wentworth
'ginations, LLC.
1115 W. Main Street
Norristown, PA 19401
(610)275-9604
(610) 275-9666(facsimile)
M