HomeMy WebLinkAbout12-6095IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
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CIVIL ACTION -MEDICAL PROFESSIONAL LIABILITY ACTIONn~
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KAY L. HAND, Individually and as LORI L. WALLOWER, D.O. ~
Co-Executor of the Estate of 204 Mumper Lane, Suite 1 ~ °~
MARGARET R. ALBERT, Deceased Dillsburg, PA 17019 ~ d
169 Yorktowne Road
York, PA 17408
BONNIE S. PEPO, Individually and as
Co-Administrator of the Estate of
MARGARET R. ALBERT, Deceased
1659 Lisburn Road
Wellsville, PA 17365
Plaintiffs
DILLSBURG FAMILY HEALTH
CENTER
204 Mumper Lane, Suite 1
Dillsburg, PA 17019
HOLY SPIRIT HEALTH SYSTEM
503 North 21St Street
Camp Hill, PA 17011
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SPIRIT PHYSICIAN SERVICES, INC.
205 Grandview Avenue, Suite 210
Camp Hill, PA 17011
A.L. DILLSBURG OPERATIONS,
LLC, t/d/b/a ELMCROFT OF
DILLSBURG
153 Logan Road
Dillsburg, PA 17019
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ALERT PHARMACY SERVICES, INC.,
t/d/b/a ALERT PHARMACY
219 North Baltimore Avenue
Mt. Holly Springs, PA 17065
JURY TRIAL DEMANDED
Defendants
versus ~ l~~ ~~ S ~~ ~,
PRAECIPE FOR WRIT OF SUMMONS
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TO THE PROTHONOTARY OF SAID COURT:
Please issue a Writ of Summons in the above-captioned action.
X Writ of Summons shall be issued and forwarded to ()Attorney and
(X) Sheriff
Michal J. Navitsky, Esquire
I.D. No. 58803
Navitsky, Olson & Wisneski LLP
2040 Linglestown Road, Suite 303
Harrisburg, PA 17110
(717)541-9205
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IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION -MEDICAL PROFESSIONAL LIABILITY ACTION
KAY L. HAND, Individually and as
Co-Executor of the Estate of
MARGARET R. ALBERT, Deceased
169 Yorktowne Road
York, PA 17408
BONNIE S. PEPO, Individually and as
Co-Administrator of the Estate of
MARGARET R. ALBERT, Deceased
1659 Lisburn Road
Wellsville, PA 17365
LORI L. WALLOWER, D.O.
204 Mumper Lane, Suite 1
Dillsburg, PA 17019
DILLSBURG FAMILY HEALTH
CENTER
204 Mumper Lane, Suite 1
Dillsburg, PA 17019
HOLY SPIRIT HEALTH SYSTEM
503 North 21S` Street
Camp Hill, PA 17011
SPIRIT PHYSICIAN SERVICES, INC.
205 Grandview Avenue, Suite 210
Camp Hill, PA 17011
A.L. DILLSBURG OPERATIONS,
LLC, t/d/b/a ELMCROFT OF
DILLSBURG
153 Logan Road
Dillsburg, PA 17019
ALERT PHARMACY SERVICES, INC.,
t/d/b/a ALERT PHARMACY
219 North Baltimore Avenue
Mt. Holly Springs, PA 17065
JURY TRIAL DEMANDED
Plaintiffs
versus
Defendants
~. l ~.- ~DO9 5 ~'~t't
WRIT OF SUMMONS
TO THE ABOVE NAMED DEFENDANTS:
YOU ARE NOTIFIED THAT THE ABOVE-NAMED PLAINTIFFS HAVE
COMMENCED AN ACTION AGAINST YOU.
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Prothonotary
Dated: a p ~~ b
Deputy
Craig A. Stone, Esquire
I.D. No. 15907
Marshall, Dennehey, Warner Coleman & Goggm ' 1.
E, €1r' I .?
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4200 Crums Mill Road, Suite B
Harrisburg, PA 17112 COUNTY
(717) 651-3500 Phone s}EN SYLVr NIA
(717) 651-9630 Facsimile
Attorneys for Defendant, A.L. Dillsburg Operations, LLC t/d/b/a Elmcroft of Dillsburg
KAY L. HAND, Individually and as the Co-
Executor of the Estate of MARGARET R.
ALBERT, Deceased and BONNIE S. PEPO,
Individually and as Co-Administrator of the
Estate of MARGARET R. ALBERT,
deceased,
Plaintiffs
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
DOCKET NO. 2012-6095
V.
LORI L. WALLOWER, DO.; DILLSBURG
FAMILY HEALTH CENTER; HOLY
SPIRIT HEALTH SYSTEM; SPIRIT
PHYSICIAN SERVICES, INC.; A.L.
DILLSBURG OPERATIONS, LLC, t/d/b/a/
ELMCROFT OF DILLSBURG; and ALERT
PHARMACY SERVIES, INC.,
JURY TRIAL DEMANDED
ENTRY OF APPEARANCE
TO THE PROTHONOTARY:
Kindly enter my appearance on behalf of Defendant, A.L. Dillsburg Operations, LLC
t/d/b/a Elmcroft of Dillsburg in the above-captioned matter.
, WARNER
I0-IS-Ia
Craig A.Sfone?-EsZruire "
Attorney ID # 15907
4200 Crums Mill Road, Suite B
Harrisburg, PA 17112
Phone: (717) 651-3502
Facsimile (717) 651-9630
Email: castone@mdwcg.com
CERTIFICATE OF SERVICE
I hereby certify that I am this -]`J?day of 2012, serving a copy of the foregoing
document upon the person(s) and in the manner indicated below, which service satisfies the
requirements of the Pa. Rules of Civil Procedure and by depositing a copy of same in the United
States Mail, first-class postage prepaid, addressed as follows:
Michael J. Navitsky, Esquire Thomas M. Chairs, Esquire
Navitsky, Olson & Wisneski, LLP Dickie, McCamey & Chilcote, P.C.
2040 Linglestown Road 425 N. 21" Street, Suite 302
Suite 303 Camp Hill, PA 17011
Harrisburg, PA 17110
Represents, Lori L. Wallower, D. 0., Dillsburg
Represents Plaintiffs Family Health Center, Holy Spirit Health System,
Spirit Physician Services, Inc.
Charles J. Daly, Esquire
1155 Business Center Drive
Suite 160
Horsham, PA 19044
Represents Alert Pharmacy
COLEMAN
Craig A. Ston?'Esquire
Attorney ID # 15907
, WARNER
4200 Crums Mill Road, Suite B
Harrisburg, PA 17112
Phone: (717) 651-3502
Facsimile (717) 651-9630
Email: castone(i?mdwcg com
05/953165.v1
THE LAW OFFICE OF CHARLES J. DALY, ESQ.
By: Charles J. Daly, Esquire
Attorney ID: 28200
1 155 Business Center Drive, Suite 160
Horsham, PA 19044
Phone: (215) 443-8901
Fax: (215 443-8903
E-Mail: C'huck.Daly(a~,SA-Trial.com
KAY L. HAND, INDIVIDUALLY AND AS
THE CO-EXECUTOR OF THE ESTATE OF
MARGARET R. ALBERT, DECEASED
AND BONNIE S. PEPO, INDIVIDUALLY
AND AS CO-ADMINISTRATOR OF THE
ESTATE OF MARGARET R. ALBERT,
DECEASED.
Plaintiffs,
v.
LORI L. WALLOWER, D.O.; DILLSBURG
FAMILY :HEALTH CENTER; HOLY SPIRIT
HEALTH SYSTEM; SPIRIT PHYSICIAN
SERVICES. INC.; A. L. DILLSBURG
OPERATIONS, LLC, T/D/B/A ELMCROFT
OF DILLSBURG; AND ALERT
PHARMACY SERVICES, INC., T/D/B/A
ALERT PHARMACY'
Defendants.
Attof-ncw.;F~r Defendant,
Alert Pharmr.rci ,Service II
COURT OF COMMON PLEAS ~.::
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CUMBERLAND COUNTY
PA .,~~
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NO. 12-6095 CIVIL, ~_~. `
JURY TRIAL DEMANDED c ~ ~„
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ENTRY OF APPEARANCE
TO THE PROTHONOTARY:
Kindly enter my appearance on behalf of Defendant, Alert Pharmacy Service lI, in the
above-captioned matter.
Respectfully submitted:
THE LAW OFFICE OF CHARLES J. DALY, ESQ.
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Charles J. Daly, Esquire -~----~ -
Attorney for Defendant,
Alert Pharmacy Service II
Dated: October l7, 2012
THE LAV4' OFFICE OF CHARLES J. DALY, ESQ.
By; Charles J. Daly. Esquire
Attorney ID: 28200
1 155 Business Center Drive, Suite 160
Horsham, PA 19044
Phone: (215) 443-8901
Fax: (215) 443-8903
KAY L. HAND, INDIVIDUALLY AND AS
THE CO-EXECt1TOR OF THE ESTATE OF
MARGARET R. ALBERT, DECEASED
AND BONNIE S. PEPO, INDIVIDUALLY
AND AS CO-ADMINISTRATOR OF THE
ESTATE, OF MARGARET R. ALBERT,
DECEASFD.
Plaintiff,
v.
LORI L. WALLOWER, D.O.; DILLSBURG
FAMILY HEALTH CENTER; HOLY SPIRIT
HEALTI-i SYSTEMg SPIRIT PHYSICIAN
SERVICES, INC.; A. L. DILLSBURG
OPERATIONS, LLC', T/D/B/A ELMCROFT
OF DILLSBURG; AND ALERT
PHARMACY SERV"ICES, INC., T/D/B/A
ALERT PHARMACY
Defendants.
Attorneti°,for Defendant,
Alert Phur~nzac~v Service II
COURT OF COMMON PLEAS
CUMBERLAND COUNTY. PA
NO. 12-6095 CIVIL
JURY' TRIAL DEI`/1ANDED
CERTIFICATE OF SERVICE
I, Charles J. Daly, Esquire, counsel for Defendant Alert Pharmacy Service II. do hereby
certify that on the l 7`h day of October, 2012, I filed wi1:h the Court am Entry of Appearance, and
served a true and correct copy of the same via first class mail, postage prepaid upon the parties as
follows:
Michael Navitsky, Esquire
Navitsky, Olson & Wisneski, LLP
2040 Linglestawn Road, Suite 303
Harrisburg, PA 171 l0
Thomas M. Chairs, Esquire
Dickie, McCarney & Chilcote, PC
Plaza 21, Suite 303
425 North 21st Street
Camp Hi]l, PA 17011
Craig Stone, Esquire
Marshall, Dennehey, Warner, (~oleman &
Goggin
4200 Gums Mills Road
Suite B
Harrisburg, PA 171 12
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Charles J. Daly, Esquire
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DICKIE, MCCAME.Y & CHILCOTE, P.C.
BY: Thomas hl. Chairs, Esquire
ATTORNEI' I.D. NO. 78565
BY: Aaron S. Jayman, Esquire
ATTORNEI' LD. NO. 85651
Plaza 21, Suite 302
425 North 21st Street
Camp Hill, PA 17011
717-731-4800 ('I'elc)
888-811-7144 (h"ax
KAY L. HAND, individually and as Co-
Executur of the Estate of MARGARET R.
ALBF.R7', Deceased and BONNIE S. PEPO,
individually and as Co-Executor of the
Estate of MARGARET R. ALBERT,
Deceased.
Plaintiffs
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A~f"I'ORNEI' FOR: DF:FENUAN"1'S
LORI L. WALLOR'ER, D.O., DILLSBURC FAMILI' '~
HEAL'CH CENTER, HOLY SPIRIT HEAL"1'H SYS"TEM, j
AND SPIRIT PHYSICIAN SERVICES, INC.
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I IN "THE COURT OF COMMON PLEAS
OF Ci_!MBF.RLAND COON"Tl',
~~ PENISSYI,~'ANI;t
NO. 12-6095
CIVIL ACTION -MEDICAL
~~.
LORI L. WALLOWER, ll.0.,
UILLSBIJRG FAMILY HEALTH
CEN"TER, HOLY SPIRIT HEALTH
SYS'I'F,M, SPIRIT PHYSICIAN
SERVICES, INC., A.L. DILLSBURC
OPERATIONS, LLC, t/d/b/a ELMCROFT
OF DILLSBURC and ALERT
PHARMACY SERVICES, INC., t/d/b/a
ALERT PHARMACY,
Defendants
JURY TRIAL llEMANllF,U ,
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ENTRY OF APPEARANCE
TO'l'HF; PROTHONOTARY:
Please enter the appearance of Thomas M. Chairs, Esduire and ,baron S. Jai man. l ,quire, as
counsel for Defendants, Lori L. Wallower, D.O., Dillsburg Family Health Center, Holy Spirit
f Icahh S~~stem. and Spirit Physician Services, Inc., in the above-captioned rnarier.
Respectfully submitted.
DICKIE, MC('~1MEY & CIJILCO"1'1~:, P.('.
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Date: C)ctober 17. 2012 f3y'- ~ Nq. Cl~ ~ ~~~~
"Thom airs,`Isquirc
Supreme Court I.D. #78565
Aaron S. Jayman, Esquire
Supreme Court I. D. #85651
425 N. 2I~` Street, Suite 302
Camp 14;11. P-1 ? 701 1. -37ri(!
(71 "7) 731-4800
(888) 811-7144
,t111oene~~ J~~r Uc'1c~r~dui~t~, l.r~rr ~.. 6!',~/lu~rc~~~ U.U.,
l~illsbur~ l~~u~rrili~ llcul~h Cej'rlc~r. Il~~/~, :~j>ir~rl Ilr~~/lh
S'yslem, and .S~~iri~ Ph1-~siciar7 Sc~rrrcc~s /~u~.
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CERTIFICATE OF SERVICN:
\Nl~ NOVA'. ~Jctober 17, 2012, 1, Thomas M. Chairs, l:syuir•c, herch~ ccrtif~, that I did
ser~~e a true and correct copy of the foregoing ENTRY OF APPEAIZANCE u}~on all counsel of
record by depositing, or causing to be deposited, same in the U.S. mail, postage prepaid, at Camp
Hill. !'enns~~~lvania, addressed as follows:
By N first-Class Mail:
>\~Ii;:ha_! .I. Na~it~k. I:scluire
NAVII~SKY~. OI.SO"J c~c VVISN>~,SKI. LLN
2040 I_inglestown Road. Suite 303
Han-isburg. PA 17110
(Counsel i-or Plaintiffs)
Charles J. llaly, Inquire
LAVA OI'I~ICLS Oh CHARLES J. DAL~Y
1 1 >~ Business Center Drive, Suite 160
Horsham.I'A 19044
(Counsel t~~r Alert Pharmacy Services, Inc., t; d/b/a Alert Pharmacy )
Craig ~. '~~one, l~aquire
Mf1RS1IALL„ DENNEI-iF,Y, WARNER, COLh:MAN & GOGGIN
4200 Crams Mill Road, Suite B
Harrisburg, PA 17110
(Counsel for A.L. Dillsburg Operations, LLC t/d/b/a Elmcrott of Dillsburg)
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l~homas ~. (hh ~r~. I~:squirc
SHERIFF'S OFFICE OF CUMBERLAND COUNTY
Ronny R Anderson
Sheriff
Jody S Smith
Chief Deputy
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Richard W Stewart
Solicitor
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taI~M~3Et~~.,~~U 1;~1~~'t~Y
~~:Nf~SYLVAMl1~
Kay L. Hand (et al j Case Number
vs.
Holy Spirit Hospital (et al.) 2012-6095
SHERIFF'S RETURN OF SERVICE
10/02/2012 Ronny R. Anderson, Sheriff who being duly sworn according to law states that he made a diligent search
and inquiry for the within named defendant, to wit: Lori L. Wallower, DO, but was unable to locate her in
his kailiwick. He therefore deputized the Sheriff of York County, Pennsylvania to serve the within Writ of
Surrimons according to law.
10!02/2012 Ronny R. Anderson, Sheriff who being duly sworn according to law states that he made a diligent search
and inquiry for the within named defendant, to wit: Dillsburg Family Health Center, but was unable to
locate them in his bailiwick. He therefore deputized the Sheriff of York County, Pennsylvania to serve the
within Writ of Summons according to law.
10/02/2012 Ronny R. Anderson, Sheriff who being duly sworn according to law states that he made a diligent search
and inquiry for the within named defendant, to wit: A.L. Dillsburg Operations, LLC t/d/b/a Elmcroft of
Dillsburg, but was unable to locate them in his bailiwick. He therefore deputized the Sheriff of York
County, Pennsylvania to serve the within Writ of Summons according to law.
10/0312.012 09:25 AM -Noah Cline, Deputy Sheriff, who being duly sworn according to law, states that on October 3,
2012 at 0925 hours, he served a true copy of the within Writ of Summons, upon the within named
defendant, to wit: Alert Pharmacy Services, Inc. t/d/b/a Alert Pharmacy, by making known unto Eric
Donley, Vice President for Alert Pharmacy Services, Inc. at 219 N. Baltimore Avenue, Mount Holly
Springs, Cumberland County, Pennsylvania 17065 its contents and at the same time handing to him
personally the said true and correct copy of the same.
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NOAH CLINE. DEPUTY
10/03/2012 01 15 PM -Noah Cline, Deputy Sheriff, who being duly sworn according to law, states that on October 3,
2012 at 1315 hours, he served a true copy of the within Writ of Summons, upon the within named
defendant, to wit: Holy Spirit Hospital, by making known unto Kay Tipton, Legal Coordinator for Holy Spirit
Hospital at 503 N. 21st Street, Camp Hill, Cumberland County, Pennsylvania 17011 its contents and at
the same time handing to her personally the said true and correct copy of the same.
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NOAH CLINE, DEPUTY
10/03/2012 01:15 PM -Noah Cline, Deputy Sheriff, who being duly sworn according to law, states that on October 3,
2012 at 1315 hours, he served a true copy of the within Writ of Summons, upon the within named
defendant, to wit: Spirit Physician Services, Inc., by making known unto Kay Tipton, Legal Coordinator for
Spirit Physician Services, Inc. at 503 N. 21st Street, Camp Hill, Cumberland County, Pennsylvania 17011
its contents and at the same time handing to her personally the said true and correct copy of the same.
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NOAH CLINE, DEPUTY
10!10/2012 11:2.0 AM -York County Return: And now October 10, 2012 at 1120 hours I, Richard P Keuerleber,
Sheriff of York County, Pennsylvania, do hereby certify and return that I served a true copy of the within
Writ of Summons, upon the within named defendant, to wit: Lori L. Wallower, DO by making known unto
Bonnie Horanic, Office Manager for Lori L. Wallower, DO at 204 Mumper Lane, Suite 1, Dillsburg,
Pennsylvania 17019 its contents and at the same time handing to her personally the said true and correct
copy of the same.
10/10/2012 11.20 AM -York County Return: Ancl now October 10, 2012 at 1120 hours I, Richard P. Keuerleber,
Sheriff of York County, Pennsylvania, do hereby certify and return that I served a true copy of the within
Writ of Summons, upon the within named defendant, to wit: Dillsburg Family Health Center by making
known unto Bonnie Horanic, Office Manager for Dillsburg Family Health Center at 204 Mumper Lane,
Suite 1, Dillsburg, Pennsylvania 17019 its contents and at the same time handing to her personally the
said true and correct copy of the same.
10/10/2012 1 1 31 AM -York County Return: Ancl now October 10, 2012 at 1131 hours I, Richard P. Keuerleber,
Sheriff of York County, Pennsylvania, do hereby certify and return that I served a true copy of the within
V`Jrit of Summons, upon the within named defendant, to wit: A.L. Dillsburg Operations, LLC by making
k~io~vn unto David Kloster, Executive Director for A.L. Dillsburg Operations, LLC at 153 Logan Road,
Dillsburg, Pennsylvania 17019 its contents and at the same time handing to him personally the said true
and correct copy of the same.
SHERIFF COST: $123.45
October 22, 2012
SO ANSWERS,
.,, ~'
RON R ANDERSON, SHERIFF
SHERIFF'S OFFICE OF YORK COUNTY
Richard P Keuerleber
Sheriff
Reuben B Zeager
Chief Deputy, Operations ~ ' ,
KAY L. HAND ET AL Case Number
vs.
LORI L. WALLOWER, D.O. (et al.) 12-6095 CIVIL
SHERIFF'S RETURN OF SERVICE
10/10/2012 11:20 AM -DEPUTY COREY STRINE, BEING DULY SWORN ACCORDING TO LAW, SERVED THE
REQUESTED WRIT OF SUMMONS (WOSM) BY HANDING A TRUE COPY TO A PERSON
REPRESENTING THEMSELVES TO BE BONNIE HORANIC, OFFICE MANAGER, WHO ACCEPTED
AS "ADULT PERSON IN CHARGE" FOR LORI L. WALLOWER, D.O. AT 204 MUMPER LANE, SUITE 1,
DILLSBURG, PA 17019.
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REY STRINE, DEPUTY
10/10/2012 1120 AM -DEPUTY COREY STRINE, BEING DULY SWORN ACCORDING TO LAW, SERVED THE
REQUESTED WRIT OF SUMMONS (WOSM) BY HANDING A TRUE COPY TO A PERSON
REPRESENTING THEMSELVES TO BE BONNIE HORANIC, OFFICE MANAGER, WHO ACCEPTED
AS "ADULT PERSON IN CHARGE" FOR DILLSBURG FAMILY HEALTH CENTER AT 204 MUMPER
LANE. SUITE 1, DILLSBURG, PA 17019.
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REY STRINE. DEPUTY
10/10/2012 11:31 AM -DEPUTY COREY STRINE, BEING DULY SWORN ACCORDING TO LAW, SERVED THE
REQUESTED WRIT OF SUMMONS (WOSM) BY HANDING A TRUE COPY TO A PERSON
REPRESENTING THEMSELVES TO BE DAVID KLOSTER, EXECUTIVE DIRECTOR, WHO
ACCEPTED AS "ADULT PERSON IN CHARGE" FOR A.L. DILLSBURG OPERATIONS, LLC AT 153
LOGAN ROAD, DILLSBURG, PA 17019.
~'`~`
REY STRINE. DEPUTY
SHERIFF COST: $85.07
October 16, 2012
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~. x~4n ,'v~ria o s~.,c:ia~+c;n of Notaries
NOTARY
SO S,
RICHARD P KEU LEBER, SHERIFF
PETER J. MANGAN, ESQ.
Solicitor
Richard E Rice, II
Chief Deputy, Administration
Affirmed and subscribed to before me this
16TH day of
OCTOBER
2012
~~, ~~ ~~~
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
KAY L. HAND and BONNIE S. PEPO,
Individually and as Co-Executors of the NO. 2012-6095
Estate of MARGARET R. ALBERT,
Deceased, CIVIL ACTION - MEDICAL
Plaintiffs PROFESSIONAL LIABILITY
V.
LORI L. WALLOWER, D.O.,
DILLSBURG FAMILY HEALTH
CENTER, HOLY SPIRIT HEALTH
SYSTEM, SPIRIT PHYSICIAN
SERVICES, INC., A.L. DILLSBURG
OPERATIONS, LLC, t/d/b/a ELMCROFT
OF DILLSBURG, and ALERT
PHARMACY SERVICES, INC., t/d/b/a
ALERT PHARMACY
JURY TRIAL DEMANDED
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PETITION FOR APPROVAL OF DECEDENT'S COMPROMISE SETTLEMENT
AND DISTRIBUTION OF PROCEEDS PURSUANT TO PA. R.C.P. 2206
AND SEALING OF THE RECORD
Petitioners, Kay L. Hand and Bonnie S. Pepo, Individually and as Co-Executors of the
Estate of Margaret R. Albert, deceased, by and through their attorneys, Navitsky, Olson &
Wisneski LLP, hereby aver as follows:
Margaret R. Albert died on November 14, 2010 from complications of a
medication error which began on October 21, 2010, and continued until November 1'), 2010.
She was erroneously prescribed Coumadin which, because she did not require a blood thinner,
caused internal bleeding which led to her death on November 14, 2010. A copy of Margaret
Albert's death certificate is attached hereto as Exhibit A.
2. Petitioners are the adult children of the decedent.
Petitioners are the Co-Executors of the Estate of Margaret R. Albert, by virtue of
a Certificate of Grant of Letters Testamentary duly granted by the Register of Wills of York
1 4
County, Pennsylvania on or about January 31, 2011. A copy of the Certificate of Grant of Letters
Testamentary is attached hereto as Exhibit B.
4. Margaret R. Albert died Testate. A copy of her Will is attached hereto as Exhibit
C.
5. Decedent is survived by her children, your Petitioners, Kay L. Hand and Bonnie
S. Pepo.
6. Your Petitioners initiated suit by Writ of Summons against all Defendants listed
in this litigation seeking damages for the injuries their mother sustained and for the loss of their
mother. The suit was docketed under this case number. This action will be dismissed with this
settlement.
?. After extensive discussions and negotiations, the parties have agreed to a full and
final settlement of all claims. Defendants, although disputing liability for the death of the
decedent, medical causation, and the damages incurred, nonetheless have agreed to compromise
and settle all claims for the total amount of $180,000.00. A copy of the proposed Release is
attached hereto as Exhibit D.
8. In view of the disputed nature of the claim, Your Petitioners consider the offer to
be fair, just and equitable and to be in the best interest of the Estate and the persons entitled by
law to recover damages for the death of the decedent.
9. Your Petitioners retained the firm of Navitsky, Olson & Wisneski LLP and
entered into a Contingent Fee Agreement with said attorneys for their professional services, plus
expenses. A copy of the Power of Attorney and Fee Agreement is attached hereto as Exhibit E.
10. Pursuant to the Power of Attorney and Fee Agreement, Navitsky, Olson &
Wisneski LLP is entitled to a fee of 35% of the settlement, but has voluntarily reduced the fee to
2
11. Navitsky, Olson & Wisneski LLP has also incurred expenses for investigation,
medical records, expert reports, mediation expenses, and miscellaneous items totaling; $744.00.
An itemization of the expenses is attached hereto as Exhibit F.
12. No federal or state liens have been asserted against the proceeds of this case and
the Estate has no other debts or liens that are owed out of the proceeds of this case or otherwise
from the Estate.
13. By reason of the death of the decedent, Margaret R. Albert, two causes of action
arose against the Defendants: one under the Wrongful Death Act for the benefit of your
Petitioners, and one under the Survival Act for the benefit of decedent's Estate to recover
damages for her death.
14. Petitioner's counsel has received approval from the Department of Revenue to
allocate 75% pet-cent of the settlement proceeds to the Wrongful Death Action and 25% of the
settlement proceeds to the Survival Action. See, letter from the Pennsylvania Department of
Revenue attached hereto as Exhibit G.
15. There are sufficient assets in decedent's Estate to satisfy any outstanding debts, of
which there are none.
16. Your Petitioners believe that, in accordance with the terms of the Power of
Attorney and Fee Agreement and the Department of Revenue's acknowledgement letter, a fair,
just and equitable distribution of all settlement proceeds would be as follows:
a) Wrongful Death Allocation $ 93,942.00
(75 % of net settlement proceeds of $125,256.00)
b) Survival Action Allocation $ 31,314.00
(25 % of net settlement proceeds of $125,256.00)
C) Navitsky, Olson & Wisneski LLP legal fees $ 54,000.00
3
d) Navitsky, Olson & Wisneski LLP $ 744.00
reimbursement of expenses
TOTAL $180,000.00
17. Pursuant to paragraph of the Release, Petitioners request that the Court
immediately seal this Petition, the Release, and any documents identifying the terms and/or
conditions of the settlement so that such documents are not accessible or disclosed to anyone.
All parties understand that sealing of the record is discretionary with the Court. Petitioners are
providing the Court with two proposed Orders approving the settlement - - one with a provision
sealing the record and one with no such provision.
18. An Affidavit signed by the Petitioners requesting court approval in accordance
with the terms of this Petition is attached hereto as Exhibit H.
WHEREFORE, Your Petitioners pray that your Honorable Court enter an Order
approving said compromise settlement, directing distribution of proceeds in accordance with the
terms of this Petition and authorizing the Petitioners to sign a Release and to mark the above-
captioned action settled and discontinued and issue an Order approving same.
Respectfully submitted,
Date: 23,6;2)13
1
NAVITSKY, OLSON &
,,A • 4A./
Michael J(Fr8itsky, Esq t?)
I.D. No. 03
2040 Linglestown Road, Suite
Harrisburg, PA 17110
717/541-9205
Counsel for Petitioners
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WHEREA.S,on January31,201J. thef.-lic iE;instnuaer:ls):
Will Dated:
April 10, 2007
was admitted to probate as the last will of M E : G i' . t 11, IR.,%] J 17, F .T' 1; f ;t?
County, who died on November 14, 2010 JA
WHEREAS, a true copy of the v r l a s pi s ai ?rl x e] l er(t
THEREFORE, I, Bradley C. J ii cc la, I t; i; es, of W: 0 s u 1 any t h !' ' r
Commonwealth of Pennsylvania, hereby c rdf, , th.r 1 tNa t] ins h, , g :'ar t J'11 I . '
KAY L. HAND and BONNIE S. PEW rv) c kur 111-1 cli ral f. e , s)E: S 'C : ;
administer the estate according to law, aril d', v 1 i, a i ; l : a ppi :ar s o i i ecc r n
Center in York, Pennsylvania.
EV 7 S77MOIVY WHEREOF, I Lai, e h i r to se t a y: s L IA, i fi :e : se.
January 31, 2011.
'x
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1. G ?.isti:r l1? er
- - h y Col n ro E:a ; ra
Bradley C. Jacobs
REGISTER OF WILLS
York County, Pennsylvania
LAST WILL AND TESTAMENT
of
MARGARET R. ALBERT
I!
I, MARGARET R. ALBERT, a resident of Warrington Township, York County,
'i
Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby
I make, publish and declare this as and for my Last Will and Testament, hereby revoking,
annulling and making void any and all Wills by me at any time heretofore made.
ITEM 1: I direct that the payment of the expenses of my last illness and funeral from
i
my estate as soon after my death as conveniently may be done. I further direct that my remains
be interred at Suburban Memorial Gardens.
ITEM 2: 1 give, devise and bequeath all the rest, residue and remainder of my estate,
i
real, personal and mixed, of whatever kind and wheresoever situate, which I may own or have
i
the right to dispose of at the time of my death unto my beloved husband, LE STER E.
i
ALBERT, to be his absolutely.
i
ITEM 3: In the event that my beloved husband LESTER E. ALBERT should
i
i
predecease me, or if he should fail to survive me by thirty (30) days, or in the event that we
I
should die as a result of a common disaster or accident as to render it impossible to determine
i
which of us died first, then in such event, I give, devise and bequeath all the rest, residue and
Rim, HuwM HeRROLD, ? remainder of my estate, real, personal and mixed of whatever kind and wheresoever situate
CRAUMANN, FERRO LLP > f
Ar7oxxers nY Law
129 E.. M-x Sixerr
f-.. Pe MYLV-u 17401
ro it (7171,8468856
MARG T R. ALBERT
i
1
which I may own or have the right to dispose of at the time of my death unto the following
individuals in the following manner:
A. I hereby give and bequeath One-Third (1/3) of this my residuary estate unto my
beloved grandsons JASON E. RODGERS and TODD A. RODGERS, or the survivor of
theirs, in equal shares.
B. I hereby give and bequeath One-Third (113) of this my residuary estate unto my
beloved daughter KAY L. HAND, per stirpes.
C. I hereby give and bequeath One-Third (1/3) of this my residuary estate unto my
beloved daughter BONNIE S. PEPO, per stirpes.
ITEM 4: I empower my Executor, without prior authorization or approval of any
Gitim, HIMPS. HCRROLD,
SCHMIMANN, FKRRO LLP
ATIOR s AT LAM
129 E cr MAZCrr STrttrT
YORK. PFNNS- 17401
T'UIPMW- (717) 846886
Court, to do everything it deems advisable, even though it would not be authorized or
appropriate for fiduciaries (but for this power) under any statute or rule of law; including this
grant (without impairing its plenary nature) power to acquire by purchase or otherwise, and
retain temporarily or permanently, all kinds of realty and personalty, even common stocks,
unsecured obligations, and interest in investment trusts and discretionary common trust
funds-all without diversification as to kind or amount; to sell, mortgage, lease or otherwise
dispose of any such property, making sales publicly or privately, wholly or partly on credit;
to delegate discretionary powers to agents, remunerate them and pay their expenses; and to
distribute in kind or in money, or partly in each, even if shares be composed differently. All
powers granted by this Will shall be exercisable by the Executor for the time being acting,
including any substitutes.
MARL T R. ALBERT
2
ITEM 5: I direct that no Trustee, Executor or other fiduciary named, nominated or
appointed in this, my Last Will and Testament, shall be required to post bond or give any
security of any type for any purpose whatsoever, any law or
rule of Court of the Commonwealth of Pennsylvania or any other jurisdiction to the contrary
not withstanding.
ITEM 6:. L direct that any and all inheritance, estate and transfer taxes imposed upon
my estate, passing under my Will or otherwise, shall be paid out of the principal of my
residuary estate.
ITEM 7: I hereby nominate, constitute and appoint my daughters KAY L. HAND
and BONNIE S. PEPO as Co- Executrices of this my Last Will and 'Testament.
IN WITNESS WHEREOF, I, MARGARET R. ALBERT, the above-named, have to
this, my Last Will and Testament, signed my name at the bottom of page one through three for
the purpose of identification and at the end hereof, on page four, have set my hand and seal this
/y?L day of 2007.
MARGA T R. ALBERT
Signed, sealed, published and declared by MARGARET R: ALBERT' heiabove-named
GR1RS4, HRAes, HeRROLR,
SCHAUMANN, FpstRO LLP
AIIDRNRYS AT LAR
129 EAST MARKU STRP
YORK. PRr.'nsMMIA 17401
71:t MOW,, (717) 846-8856
Testatrix, as and for her Last Will and Testament, in the presence; of us who, in her presence
and in the presenceVf each other, have at her request subscribed our names as witnesses hereto.
of
?r
of
3
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF YORK
SS:
We, MARGARET R. ALBERT T '4"'
the Testatrix and witnesses, respectively, whose names are
signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the
undersigned authority that the Testatrix signed and executed the instrument as her Last Will,
that she signed willingly or willingly directed another to sign for her, that she executed it as her
free and voluntary act for the purposes therein expressed, that each of the witnesses, in the
presence and hearing of the Testatrix, signed the Will as witnesses, and that, to the best of their
knowledge, the Testatrix was at that time eighteen (18) or more years of age, of sound mind,
and under no constraint or undue influence.
MAR( T R. AL ERT, Testatrix
Wit s
Witness
GRIESf HIMFS, HERROLD,
SCHAUMA.NH, FERRO I.LF
AnoRREYS AT LAw
129 EAST MAR- STReer
Yo- FF?+rsri - 17401
'Ri.rrl+o (717) 9468956
Subscribed, sworn to, and acknowledged before me by MARGARET R. ALBERT, the
Testatrix, and subscribed and sworn to before me by the aforenamed witnesses, this (c)-
day of -Apr', 1 5 2007.
NOTARIAL SEAL
BARBARA L SULLIVAN
Notory PuW
Cr OF YORK. YORK COMM
My Commw", Expires Jun 1, 2006
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KAY L. HAND, Individually and as the Co-
Executor of the Estate of MARGARET R.
ALBERT, Deceased and BONNIE S. PEPO,
Individually and as Co-Administrator of the
Estate of MARGARET R. ALBERT,
deceased,
Plaintiffs
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
DOCKET NO. 2012-6095
V.
LORI L. WALLOWER, DO.; DILLSBURG
FAMILY HEALTH CENTER; HOLY
SPIRIT HEALTH SYSTEM; SPIRIT
PHYSICIAN SERVICES, INC.; A.L.
DILLSBURG OPERATIONS, LLC, t/d/b/a/
ELMCROFT OF DILLSBURG; and ALERT
PHARMACY SERVIES, INC.,
JURY TRIAL DEMANDED
FULL AND FINAL RELEASE
1. FOR AND IN CONSIDERATION of the sum of one hundred eighty thousand
($180,000.00) dollars paid to Kay L. Hand and Bonnie S. Pepo, individually and as co-
administrators of the estate of Margaret R. Albert, deceased, hereinafter referred to as "the
undersigned", receipt of which is hereby acknowledged, the undersigned do for themselves, and
as the co-personal representatives of the Estate of Margaret R. Albert, fully release and
discharge Lori L. Wallower, D.O.; Dillsburg Family Health Center; Holy Spirit Health System;
Spirit Physician Services, Inc.; A.L. Dillsburg Operations, LLC, t/d/b/a Elmcroft of Dillsburg;
Senior Care, Inc.; Beazley p1c; Alert Pharmacy Services, Inc., t/d/b/a Alert Pharmacy Service II;
State Auto Property and Casualty Insurance Company; PACE Insurance Program and all other
persons, governmental entities, associates and corporations whether or not named herein, their
heirs, executors, administrators, attorneys, successors, assigns and insurers, and their respective
agents, servants and employees (herein after collectively referred to as "Releasees") from any
and all causes of action, claims and demands of whatsoever kind on account of all known and
unknown injuries, losses, damages and/or death, allegedly sustained by the undersigned, or said
Estate, and, specifically, from any claims or joinders for sole liability, contribution, indemnity or
otherwise as a result of, arising from, or in any way connected with Margret R. Albert's
admission and residency at Elmcroft of Dillsburg and any and all healthcare services, skilled
nursing services, pharmacology services and residential services provided to her from October 7,
2009 through November 14, 2010, at Elmcroft or at Dillsburg Family Health Center, and
especially events arising following the alleged ordering and provision of Coumadin commencing
on or about October 20, 2010. All sums set forth herein constitute damages on account of
physical injuries and sickness within the meaning of Section 104 (a)(2) of the Internal Revenue
Code of 1986, as amended. The undersigned do understand and agree that the acceptance of said
sum is in full accord and satisfaction of a disputed claim and that the payment of said sum is not
an admission of liability by any party, whether or not named herein.
2. It is expressly understood and agreed that this release and settlement is intended
to cover, and does cover, not only all now known injuries, death, losses and damages, but any
further losses and/or damages which arise from, or are related to, the occurrences described
above.
3. The undersigned hereby agree, on behalf of themselves, the Estate of Margret R.
Albert and on behalf of her heirs, executors, successors and/or assigns, except as set out below,
to satisfy any and all valid liens that have been asserted and/or which could be or may be
asserted for reimbursement of any medical benefits or other benefits provided to the undersigned
by a third party as a result of injuries or death allegedly resulting from the occurrences described
above. Additionally, the undersigned hereby agree, on behalf of themselves, the Estate of
Margaret R. Albert and on behalf of her heirs, executors, successors and/or assigns, to indemnify
and save forever harmless the Releasees named in this document from and against any, and all
claims, demands or actions, including for litigation costs, expenses and attorneys fees, known or
unknown, made against the Releasees by any person or entity on account of, or in any manner
related to or arising from the Legal Action noted above.
4. The undersigned represent the neither Margret R. Albert nor the Estate of Margret
R. Albert was the recipient of conditional payments by or from Medicare resulting from or
arising out of the occurences described above or the Legal Action noted above, including, but not
limited to, the alleged ordering and provision of Coumadin commencing on or about October 20,
2010. However, if it should be determined by Medicare that such conditional payment were
made by it, the Undersigned understand and agree that as the personal representatives of the
Estate of Margret R. Albert, the Estate of Margret R. Albert has an obligation to reimburse
Medicare, pursuant to the Medicare Secondary Payer statute for any conditional payments made
by Medicare on behalf of Margret R. Albert relating to the subject incident. The undersigned
agree that, in the event Medicare claims reimbursement for conditional payment amounts
relating to the subject incident, that the Undersigned, solely in their capacity as personal
representatives of the Estate of Margret R. Albert, shall fully satisfy any and all reimbursement
claims or demands from Medicare and agree to defend, hold harmless, and indemnify all parties
release in Paragraph 1 of this Full and Final Release from any and all such claims or demands
made by Medicare.
5. It is further understood and agreed that this is the complete Release and that there
are no written or oral understandings or agreements, directly or indirectly, connected with this
Release, that are not incorporated herein. This Release shall be binding upon and inure to the
successors, assigns, heirs, executors, administrators, and legal representatives of the respective
parties hereto.
6. In the event that court approval is required for the settlement, compromise or
resolution of this matter, the settlement is conditioned upon the undersigned undertaking any and
all necessary action to obtain same. Court approval, if necessary, will be sought by the
undersigned in generic fashion without revealing any term or condition of settlement, along with
a concurrent motion to seal record, the form of which will be approved by Releasees prior to
filing. The undersigned, her family, representatives and/or attorney(s) will take whatever
reasonable steps are necessary to seek to assure that the terms and conditions of this settlement
are not accessible or disclosed to anyone other than the parties hereto, their respective attorneys
and the court, as necessary. It is further understood and agreed that if court approval is required
for any aspect of the settlement of this matter, that notwithstanding the provisions of Pa. R.C.P.
No. 229.1, Releasees shall not be obligated to pay the settlement funds for a period of twenty
(20) business days from receipt of this executed Release or court order approving settlement,
whichever is later.
7. If this settlement is ever determined by any court to be without effect because
some necessary court approval was not obtained, or if Releasees are subjected to further legal
action or claim which could not have been instituted or presented had proper court approval been
obtained by the undersigned, the undersigned will indemnify the released parties for any future
loss, cost or expense, including but not limited to, reasonable attorney's fees for defending,
litigating and settling any such claims or action, and for any judgment resulting from any such
claim or action.
8. It is further understood and agreed and made part hereof, that the undersigned,
their family and representatives and her attorney(s) as well as the Releasees and their attorneys
shall not comment, either directly or indirectly, on any aspect of this case or settlement to any
member of the news media, or in any way publicize or cause to be publicized in any news or
communications media, including but not limited to newspapers, magazines, journals, radio,
television on-line computer systems and law-related publications, the facts of this case, the
existence of this settlement and the terms and conditions of this settlement. Moreover, the
parties to this Release, nor any person or entity acting on their respective behalf or for their
respective benefit, shall not, directly or indirectly, make, or publish, or cause to be made, or
published, any statements, oral or written, of a derogatory, demeaning and/or disparaging nature
regarding any other party to this Release for the purposes of generating business or injuring the
reputation and/or professional or personal standing of any other party to this Release. The
parties agree that the consideration for each party's agreement to the confidentiality of this
settlement and as to non-disparagement is the consent and agreement of the other(s) and it is
acknowledged by all the parties that it is believed to be in the best interest of all parties to
mutually abide by the terms of this confidentiality/non-disparagement provision. The parties
paid no monies or compensation to the other(s) as compensation for, or in consideration of, the
inclusion of this confidentiality/non-disparagement provision as a term of this settlement.
9. Following Execution of this Release, the undersigned will file a Praecipe
voluntarily discontinuing the case, filed in the Court of Common Pleas of Cumberland County,
Docket No: 2012-6095, with prejudice, and without mention of any settlement.
10. This Release is to be construed and interpreted in accordance with the laws of the
Commonwealth of Pennsylvania.
THE UNDERSIGNED HEREBY DECLARE that the terms of this settlement have been
completely read; and that they have discussed the terms of this settlement with legal counsel of
their choice; and said terms are fully understood and voluntarily accepted for the purpose of
making a full and final compromise adjustment and settlement of any and all claims on account
of the injuries and damages above-mentioned, and for the express purpose of precluding forever
any further or additional suits arising out of the aforesaid claims.
IN WITNESS WHEREOF, we have hereunto set our hand and seal this day of
2013.
SEAL
KAY L. HAND, Co-Administrator of the Estate of
Margaret R. Albert, deceased.
SWORN to and subscribed before me this
Day of , 2012
Notary Public
(SEAL)
BONNIE S. PEPO, Co-Administrator of the Estate
of Margaret R. Albert, deceased.
SWORN to and subscribed before me this
Day of 92012
Notary Public
05/982327.v1
POWER OF ATTORNEY AND FEE AGREEMENT
BY SIGNING THIS AGREEMENT, I (WE) ACKNOWLEDGE THAT I (WE) HAVE ENGAGED "THE LAW FIRM OF NAVITSKY,
OLSON & WISNESKI LLP (HEREINAFTER NOW LLP), TO REPRESENT ME (US) UNDER THE FOLLOWING TERMS AND
CONDITIONS:
NOW 1-1-11 may on my (our) behalf secure medical, work and other similar records, conduct an investigtiongotiate, an if
ne essary start it ainst anyone responsible for my (our) injuries and losses with respect to Al
d /mf 0 with full power and authority to appear on behalf of the undersigned in any Court of record or in a
Aiini trative or other proceeding, to do and perform all and every act and thing whatsoever that may be requisite and necessar to be
ne in connection with the above claim as fully as the undersigned might or could do if personally present, hereby ratifying and
confirming all that said attorney shall lawfully do or cause to be done therein by virtue of this power of attorney.
2. I (we) understand that so long as the case is handled by a NOW LLP attorney, I (we) will not be responsible for any fees and/or
expenses unless a recovery or benefit is obtained.
3. In the event that the client has been referred by another attorney or law firm, the client understands that NOW LLP may pay the
forwarding attorney or law firm a fee. Any such fee would be paid out of NOW LLP's attorney fee, not out of the client's net
proceeds.
4. If my (our) case is handled to a successful completion by a NOW LLP attorney, I (we) agree to pay NOW LLP all reasonable out-of-
pocket expenses without the payment of interest, plus a fee for time expended as follows:
ME NOW LLP
a. SETTLEMENT PRIOR TO STARTING SUIT AND 70% 30%
NO MEDIATION OR ARBITRATION
b. SETTLEMENT FOLLOWING SUIT BUT PRIOR TO 65% 35%
MEDIATION, TRIAL OR ARBITRATION
c:. SETTLEMENT OR VERDICT AT MEDIATION,
TRIAL OR ARBITRATION, AFTER MEDIATION, 60% 40%
TRIAL, ARBITRATION, OR APPEALS OR
SHORTLY BEFORE MEDIATION, TRIAL OR
ARBITRATION IF THE CASE HAS BEEN
TOTALLY PREPARED
d. OTHER CASES
5. If for any reason I (we) take (our) case to another attorney or law firm or handle it myself (ourselves), I (we) recognize that NOW LLP
has, in good faith, expended money and time for my (our) benefit and I (we) therefore agree to pay, or have my (our) new attorney pay,
immediately, upon severing the NOW LLP attorney/client relationship, all the out-of-pocket expenses incurred on my (our) case. In
addition, when the case is successfully concluded, I (we) agree to pay or to direct my (our) new attorney to pay as a fee 20% of the
gross recovery to NOW LLP.
6. In the event that any settlement is made on a structured or deferred payment basis, NOW LLP shall be entitled to receive their fee
based on the present value of the structured settlement, as if paid as a lump sum at the time of settlement. NOW LLP does not structure
or defer payment of their attorney fee or expenses.
7. Attorneys shall have power of attorney to endorse client and 'P 'use's signature on settlement checks for deposit in attorney's escrow
account and to sign medical and wage authorizations on be lfj f client.
Ika
BY SIGNING THIS AGREEMENT, THISr;' DAY OF f , 20_1(, I (WE) ACKNOWLEDGE THAT I (WE)
HAVE READ, UNDERSAIOOD,AN RECEIVED A COPY F ME AND AGREE WITH ITS TERMS AND CONDITIONS.
WITNES E ): CLIE S):
1
?e Dn (SEAL)
(SEAL)
POWER OF ATTORNEY AND FEE AGREEMENT
DY SIGNING THIS AGREEMENT, 1 (WE) ACKNOWLEDGE THAT I (WE) HAVE ENGAGED THE LAW FIRM OF NAVITSKY.
OI.SON & WISNESKI LLP (HEREINAFTER NOW LLP), TO REPRESENT ME (US) UNDER THE FOLLOWING TERMS AND
CONDITIONS:
1. NOW LLP may on my (our) behalf secure medical, work and other similar records, conduct an i vesti ti n tiate, and if ii
necessary start suit ainst anyone responsible for my (our) injuries and losses with respect to
IWITMAPD
with full power and authority to appear on behalf of the undersigned in any Court o record or in any
i ative or o er proceeding, to do and perform all and every act and thing whatsoever that may be requisite and necessary to be
One i connection with the above claim as fully as the undersigned might or could do if personally present; hereby ratifying and
onfirming all that said attorney shall lawfully do or cause to be done therein by virtue of this power of attoniey.
2. I (we) understand that so long as the case is handled by a NOW LLP attorney, I (we) will not be responsible for any fees and/or
expenses unless a recovery or benefit is obtained.
3. In the event that the client has been referred by another attorney or law firm, the client understands that NOW LLP may pay the
forwarding attorney or law firm a fee. Any such fee would be paid out of NOW LLP's attorney fee, not out of the client's net
proceeds.
4. If my (our) case is handled to a successful completion by a NOW LLP attorney, I (we) agree to pay NOW LIT all reasonable out-of-
pocket expenses without the payment of interest, plus a fee for time expended as follows:
- ME NOW LLP
a. SETTLEMENT PRIOR TO STARTING SUIT AND 70% 30%
NO MEDIATION OR ARBITRATION
b. SETTLEMENT FOLLOWING SUIT BUT PRIOR TO 65% 35%
_ MEDIATION, TRIAL OR ARBITRATION
c. SETTLEMENT OR VERDICT AT MEDIATION,
TRIAL OR ARBITRATION, AFTER MEDIATION, 60% 40%
TRIAL, ARBITRATION, OR APPEALS OR
SHORTLY BEFORE MEDIATION, TRIAL OR
ARBITRATION IF THE CASE HAS BEEN
TOTALLY PREPARED
c" OTHER CASES
`i. If for any reason I (we) take (our) case to another attorney or law firm or handle it myself (ourselves), I (we) recognize that NOW LLP
has, in good faith, expended money and time for my (our) benefit and I (we) therefore agree to pay, or have my (our) new attorney pay,
immediately, upon severing the NOW LLP attorney/client relationship, all the out-of-pocket expenses incurred on my (our) case. In
addition, when the case is successfully concluded, I (we) agree to pay or to direct my (our) new attorney to pay as a fee 20% of the
gross recovery to NOW LLP.
6. In the event that any settlement is made on a structured or deferred payment basis, NOW LLP shall be entitled to receive their fee
based on the present value of the structured settlement, as if paid as a lump sum at the time of settlement. NOW LLP does not structure
or defer payment of their attorney fee or expenses.
7. Attorneys shall have power of attorney to endorse client and s Ouse's signature on settlement checks for deposit in attorney's escrow
account and to sign medical and wage authori 'ons on be of cli nt.
BY SIGNING THIS AGREEMENT, THIS W DAY OF J , 20X, I (WE) ACKNOWLEDGE THAT I (WE)
HAVV READ, UNDERSTOOD, AND RECEIVED A COPY OF SAME AND AGREE WITH ITS TERMS AND CONDITIONS.
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fr. pennsylvana
DEPARTMENT OF REVENUE
January 8, 2013
Michael Navitsky, Esquire
Navitsky, Olson & Wisneski, LLP
2040 Linglestown Road
Harrisburg, PA 17110
Re: Estate of Margaret Ruth Albert
File Number 6711-0186
Court of Common Pleas Cumberland County
Dear Mr. Navitsky:
The Department of Revenue has received the Petition for Approval of Settlement Claim to be
filed on behalf of the above-referenced Estate in regard to a wrongful death and survival action. It has
been forwarded to this Bureau for the Commonwealth's approval of the allocation of the proceeds paid to
settle the actions.
Pursuant to the Petition, the 79 year old decedent died as a result of medical negligence.
Decedent is survived by her two daughters.
Please be advised that, based upon these facts and for inheritance tax purposes only, this
Department has no objection to the proposed allocation of the net proceeds of this action, $93,942.00 to
the wrongful death claim and $31,314.00 to the survival claim. Proceeds of a survival action are an asset
included in the decedent's estate and are subject to the imposition of Pennsylvania inheritance tax. 42
Pa.C.S.A. §8302; 72 P.S. §9106, 9107. Costs and fees must be deducted in the same percentages as the
proceeds are allocated. In re Estate of Merryman, 669 A.2d 1059 (Pa. Cmwlth. 1995).
I trust that this letter is a sufficient representation of the Department's position on this matter. As
the Department has no objections to the Petition, an attorney from the Department of Revenue will not be
attending any hearing regarding it. Please contact me if you or the Court has any questions or requires
anything additional from this Bureau.
Sinc ely,
on E. Baker
Trust Valuation Specialist
Inheritance Tax Division
Bureau of Individual Taxes I PO Box 280601 1 Harrisburg, PA 17128 1 717.783.5824 1 shabaker@pa.gov T µ,._-
?x?lbif
AFFIDAVIT
I, Kay L. Hand, do hereby affirm, certify and warrant that I approve of the settlement and
distribution of proceeds proposed in the Petition for Approval of Settlement and Distribution of
Proceeds Pursuant to Pa. R.C.P. 2039, and I request that the Court approve such settlement and
distribution.
Date: (? aO 13
Sworn to and subscribed before me this
<?.3r & day of E 2013
4l?
Kay L. Hand
Notarv Public
-COMMONWEAI OF PENNY NI
Notarial Seal
Lois E. Stauffer, Notary Public
Susquehanna Twp., Dauphin County
My Commission Expires March 28, 2013
Member, Pe Sylvudo Auociotion of Notm ..
A . r.
AFFIDAVIT
I, Bonnie S. Pepo, do hereby affirm, certify and warrant that I approve of the settlement
and distribution of proceeds proposed in the Petition for Approval of Settlement and Distribution
of Proceeds Pursuant to Pa. R.C.P. 2039, and I request that the Court approve such settlement
and distribution.
Date: 1-4.13 Bonnie S. Pepo
Sworn to and subscribed before me this
J?-s & day of )Co' -(-,.,?j , 2013
Notary Public
COMMONWEALTH FPENNSYLVANIA
Notarial Seal
Lois E. Stauffer, Notary Public
Susquehanna Twp., Dauphin County
My Commission Expires March 28, 2013
Member, Plermylvania Association of Notaries
1535780.doc
DICKIE, MCCAMEY & CHILCOTE, P.C.
BY: Thomas M. Chairs, Esquire
ATTORNEY I.D. NO. 78565
Plaza 21, Suite 302
425 North 21st Street
Camp Hill, PA 17011
717-731-4800 (Tele)
888-811-7144(Fax)
KAY L. HAND, individually and as Co-
Executor of the Estate of MARGARET R.
ALBERT, Deceased and BONNIE S. PEPO,
individually and as Co-Executor of the
Estate of MARGARET R. ALBERT,
Deceased,
Plaintiffs
V.
LORI L. WALLOWER, D.O.,
DILLSBURG FAMILY HEALTH
CENTER, HOLY SPIRIT HEALTH
SYSTEM, SPIRIT PHYSICIAN
SERVICES, INC., A.L. DILLSBURG
OPERATIONS, LLC, t/d/b/a ELMCROFT
OF DILLSBURG and ALERT
PHARMACY SERVICES, INC., t/d/b/a
ALERT PHARMACY,
Defendants
ATTORNEY FOR: DEFENDANTS
LORI L. WALLOWER, D.O., DILLSBURG FAMILY
HEALTH CENTER, HOLY SPIRIT HEALTH SYSTEM,
AND SPIRIT PHYSICIAN SERVICES, INC.
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY,
PENNSYLVANIA
NO. 12-6095
CIVIL ACTION - MEDICAL
CJ7 [?)
- ---
xG
JURY TRIAL DEMANDED
p.k.?
MOTION TO DISMISS LORI L. WALLOWER, D.O., ONLY
AND NOW, comes Defendant, Lori L. Wallower, D.O., by and through her attorneys
Dickie, McCamey & Chilcote, P.C. and files the within Motion to Dismiss and in support thereof
avers as follows:
The Plaintiffs initiated this civil action with the filing of a Complaint. The
Plaintiffs have named a number of physicians and institutional Defendants in this medical
malpractice action.
2. In the course of discovery, the parties have reached an agreement that provides for
the voluntary dismissal of Lori L. Wallower, D.O. from this case. The Stipulation providing for
the dismissal of Lori L. Wallower, D.O. is attached hereto as Exhibit "A".
3. Pursuant to the Stipulation of Counsel, Dr. Wallower respectfully requests the
Court enter an Order approving her voluntary dismissal from this case.
WHEREFORE, Lori L. Wallower, D.O. respectfully requests this Court enter an Order
approving of the dismissal of Lori L. Wallower, D.O. from this case and directing the
Prothonotary to remove Lori L. Wallower, D.O. from the caption of this case.
Respectfully submitted,
DICKIE, MCCAMEY & CHILCOTE, P.C.
Date: February 20, 2013
Thom". Chairs, Esquire
Supreme Court I.D. #78565
425 N. 21" Street, Suite 302
Camp Hill, PA 17011-3700
(717) 731-4800
(888) 811-7144
Counsel for Lori L. Wallower, D. 0., Dillsburg
Family Health Center, Holy Spirit Health System,
and Spirit Physician Services, Inc.
2
EXHIBIT A
1524152.doc
DICKIE, MCCA,MEV & CHILCOTE, P.C.
BY: Thomas M. Chairs, Esquire
A'1-i'ORNEV I.D. NO. 78565
BY: Aaron S. Jai man, Esquire
ATI'OR.NEV I.D. NO. 85651
Place 21, Suite 302
425 North 21st Street
Camp Hill, PA 17011
717-7314800 (Tele)
888-811-7144(Fax)
A7 rURNEY F'OR: DEFENDANTS '
LORI L. WALLOWER, D.O., Dll.t SBURC FAVIIIA
HEALTH CENTER, HOLY SPIRIT HEAuni 11 iTFNI.
AND SPIRIT PHYSICIA% SEEN ICI i. IM.
KAY L. HAND, individually and as Co-
Executor of the Estate of MARGARET R.
ALBERT, Deceased and BONNIE S. PEPO,
individually and as Co-Executor of the
Estate of MARGARET R. ALBERT,
Deceased,
Plaintiffs
V.
LORI L. WALLOWER, D.Q.,
DILLSBURG FAMILY HEALTH
CENTER, HOLY SPIRIT HEALTH
SYSTEM, SPIRIT PHYSICIAN
SERVICES, INC., A.L. DILLSBURG
OPERATIONS, LLC, t/d/b/a ELMCROFT
OF 01I.I,SBURG and ALERT
PHARMACY SERVICES, INC., t/d/b/a
ALERT PHARMACY,
Defendants
CIVIL ACTION - MEDICAL
JURY TRIAL DEMANDED
STIPULATION TO DISMISS
It is hereby stipulated and agreed by and between counsel for all parties of record that
1,o i I.. Wallower. D.O. is voluntarily dismissed from this ease with prejudice.
NAVITSKY, OLSON
Datc: a ' $-
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY,
PENNSYLVANIA
NO. 12-6095
Michael J. Navi y, Esqu
Counsel (orlf' inti/Ts
, LLP
LAW OFFICES OF CHARLES J. DALY
Date:
Charles J. Daly, Esqu rc
C'ounselpr.Verl Pharmac,?- Services. Inc.,
1, i lb? a Alert Pharmacy
MARSHALL, DENNEHEY, WARNER,
COLEMAN & GOGGIN, P.C.
Date:
Craig A. Stone, Esquire
Counsel for A. L. Dillsburg Operatioas, LL(
t!d/b/a Elmeroft of Dillsburg
Date:
DICKIE, MCCAMEY & C COTE, P.C.
Thom 'hairs. Esquire
Counsel for Lori L. Wallower, D. U„ DillsburL
Family Health Center, Holy Spiri! Heahh.Vjwvm.
and Spirit Physician Services, Inc.
2
LAW OFFICES OF CHARLES J. DALY
Datc:
Date
Date:
Charles J. Dale, k'squire
Counsel for. lert Phurmuc't Scrric'e.s 117(
I d b, a Alert Phurmuc-Y
MARS L DENN II .Y, WARNER,
COLE MIN GOW141 P.C.
2I1?-?13
Craig A. Stone, 1---'squire
Counsel Jor ,4. L. Dillsburg Operations, 11C
t/d/bla Flmcroft of Dillsburg
DICKIE, MCCAMEY & C ",COTE, P.C.
Thoma Chairs, Fsquirc
Counsel for Lori L Wallower, 1).0 . l)ills-h1n,O
Family Health Center, flolV Spirit /leulih Sv.stcmi
and Spirit Physician Services, Inc
2
CERTIFICATE OF SERVICE
AND NOW, February 20, 2013, I, Thomas M. Chairs, Esquire, hereby certify that I did
serve a true and correct copy of the foregoing Motion to Dismiss Lori L. Wallower, D.O.,
Only upon all counsel of record by depositing, or causing to be deposited, same in the U.S. mail,
postage prepaid, at Camp Hill, Pennsylvania, addressed as follows:
By First-Class Mail:
Michael J. Navitsky, Esquire
NAVITSKY, OLSON & WISNESKI, LLP
2040 Linglestown Road, Suite 303
Harrisburg, PA 17110
(Counsel for Plaintiffs)
Charles J. Daly, Esquire
LAW OFFICES OF CHARLES J. DALY
1155 Business Center Drive, Suite 160
Horsham, PA 19044
(Counsel for Alert Pharmacy Services, Inc., t/d/b/a Alert Pharmacy)
Craig A. Stone, Esquire
MARSHALL, DENNEHEY, WARNER, COLEMAN & GOGGIN, P.C.
4200 Crums Mill Road, Suite B
Harrisburg, PA 17110
(Counsel for A.L. Dillsburg Operations, LLC t/d/b/a Elmcroft of Dillsburg)
Chairs, Esquire
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
KAY L. HAND and BONNIE S. PEPO,
Individually and as Co-Executors of the NO. 2012-6095
Estate of MARGARET R. ALBERT, :
Deceased, CIVIL ACTION–MEDICAL
Plaintiffs PROFESSIONAL LIABILITY ACTION
V. c
DILLSBURG FAMILY HEALTH rn� rzn
CENTER, HOLY SPIRIT HEALTH �c �o 'O rn
SYSTEM, SPIRIT PHYSICIAN ; _6
SERVICES, INC., A.L. DILLSBURG <o a o n
OPERATIONS, LLC, t/d/b/a ELMCROFT x—F
OF DILLSBURG, and ALERT : = _4
PHARMACY SERVICES, INC., t/d/b/a
ALERT PHARMACY JURY TRIAL DEMANDED
PRAECIPE TO DISCONTINUE
TO THE PROTHONOTARY OF CUMBERLAND COUNTY:
Please mark the above-captioned action ended and discontinued.
Respectfully submitted,
NAVITSKY, OLSON & WI SKI LLP
Mic ael J. a itsky, Esqui
I.D. No. 03
2040 Linglestown Road, Suit 3 3
Harrisburg, PA 17110
717/541-9205
Counsel for Plaintiffs
Date: April 8, 2013
r
CERTIFICATE OF SERVICE
I, Lois Stauffer, an employee of the law firm of Navitsky, Olson & Wisneski LLP hereby
certify that a true and correct copy of the foregoing Praecipe to Discontinue was served upon the
following person by first-class United States mail,postage prepaid on April 8, 2013, as follows:
Craig A. Stone, Esquire
Marshall, Dennehey
4200 Crums Mill Road, Suite B
Harrisburg, PA 17112
Counsel for Defendant A.L. Dillsburg
Operations, LLC, t/d/b/a Elmcroft of
Dillsburg
Thomas M. Chairs, Esquire
Aaron S. Jayman, Esquire
Dickie, McCamey& Chilcote, P.C.
Plaza 21, Suite 302
425 North 21" Street
Camp Hill, PA 17011
Counsel for Defendants Dillsburg Family Health
Center, Holy Spirit Health Systems, and Spirit
Physician Services, Inc.
Charles J. Daly, Esquire
The Law Office of Charles J. Daly, Esq.
1155 Business Center Drive, Suite 160
Horsham, PA 19044
Counsel for Defendant Alert Pharmacy
Services, Inc., t/d/b/a Alert Pharmacy
Lois Stauffer