HomeMy WebLinkAbout05-0305F:\WP DirectoriesWFUrninor's comp\matt\nicholson.wpd
Matthew S. Crosby, Esq.
I.D.#69367
HANDLER, HENNING & ROSENBERG, LLP
1300 Linglestown Road
Harrisburg, PA 17110
Telephone: (717) 238-2000 Attorneys for Petitioner
Fax: (717) 233-3029
E-mail: Crosby@hhrlaw.com
JORDAN NICHOLSON, a minor : IN THE COURT OF COMMON PLEAS OF
by and through his natural parent : CUMBERLAND COUNTY, PENNSYLVANIA
and guardian, LEELA SMITH,
Petitioner
: NO. 2005- 30S CIVIL
V.
CIVIL ACTION - LAW
JENNA M. BUSBY,
Respondent MINOR'S COMPROMISE
PETITION FOR LEAVE TO
COMPROMISE MINOR'S ACTIONS
Pursuantto Pennsylvania Rule of Civil Procedure No. 2039, Leela Smith, the natural
parent and legal guardian of minor, Jordan Nicholson, by her attorneys, HANDLER,
HENNING & ROSENBERG, LLP, by Matthew S. Crosby, Esq., petitions this Honorable
Court to enter an Order permitting settlement and compromise of this action, and in
support thereof, avers:
1. Jordan Nicholson was born on July 15, 1992, and is, therefore, 12 years old
and a minor. He currently resides at 2310 Berryhill Street, Harrisburg, Dauphin County,
PA 17104.
2. Petitioner, Leela Smith, is an adult individual and said minor's natural mother
and legal guardian; she currently resides with Jordan at 2310 Berryhill Street, Harrisburg,
Dauphin County, PA 17104.
3. Respondent, Jenna M. Busby, is an adult individual currently residing at 702
East Simpson Street, Mechanicsburg, Cumberland County, PA 17055.
4. At all times material hereto, the minor, Jordan Nicholson, was a passenger
in a 1993 Chevrolet Cavalier owned and being operated by Michael L. Myers bearing
Pennsylvania registration number FCX 5298 (hereinafter "minor's vehicle°).
5. At all times material hereto, Respondent, Jenna M. Busby, was the operator
of a 1993 Mercury Sable, owned by Peter Busby, bearing Pennsylvania registration
number EJT 7535 (hereinafter "Respondent's vehicle").
6. On or about July 20, 2003, at approximately 05:30 a.m., minor's vehicle was
traveling southbound on Steven Road in Newberry Township, York County, Pennsylvania.
7. On or about July 20, 2003, at approximately 05:30 a.m., Respondent's
vehicle was traveling westbound on Sheep Bridge Road in Newberry Township, York
County, Pennsylvania, approaching the intersection with Stevens Road.
8. At approximately the same time and place, Respondent, Jenna Busby, failed
to stop at the properly posted Stop sign controlling westbound Sheep Bridge Road traffic
and, as a result, Respondent's vehicle violently struck minor's vehicle in the intersection.
9. As a result of the crash, Respondent, Jenna M. Busby, was cited for, inter
alia, Aggravated Assault While Driving under the Influence of Alcohol, Reckless Driving,
Reckless Endangerment, and Driving at an Unsafe Speed.
2
10. As a direct and proximate result of the negligence of the Respondent, the
minor, Jordan Nicholson, suffered multiple injuries including, but not limited to, a laceration
to his face beneath his left eyebrow and across his forehead requiring approximately 18
stitches, two black eyes, and frequent headaches. Said scarring is permanent and is in a
prominent location on Jordan's face. (See two pictures of Jordan's facial scarring taken
on April 19, 2004, attached hereto, made a part hereof, and marked "Exhibit A.")
11. At the time of this collision, the minor, Jordan Nicholson, was insured under
Petitioner's automobile insurance policy with Donegal Mutual Insurance Company. To
date, all of said minor's collision-related medical bills have been paid by Donegal Mutual
Insurance Company.
12. Also, at the time of this collision, Respondent's vehicle was insured under a
policy of motor vehicle insurance issued by Allstate Insurance Company.
13. After protracted negotiations, Allstate Insurance Company has offered to
settle the minor's claim against the Respondent, Jenna M. Busby, for $50,000.00.
14. Although the $50,000.00 settlement does not represent the Respondent's
bodily-injury liability policy limits, the total proposed settlement does exhaust the
$300,000.00 policy limit, because there are five other claimants in this matter and the total
proposed settlement of all six claimants equals $300,000.00. The proposed settlement
amounts are as follows:
1) Minor, Jordan Nicolson: $50,000.00
2) Michael Myers; (driver-minor's vehicle): $22,500.00
3) Albert Maxson; (passenger-minor's vehicle): $70,000.00
4) Mark Nissel, (passenger-Respondent's vehicle): $55,000.00
3
5) Tyler Masonheimer; (passenger-Respondent's vehicle): $85,000.00
6) Taryn Castner; (passenger-Respondent's vehicle): $17,500.00
TOTAL: $300,000.00
(See attached hereto, made a part hereof, and marked "Exhibit B," a letter from Chris
Marzzacco, Esq., counsel for claimant Masonheimer, dated November 16, 2004, outlining
the distribution of the proposed settlement).
15. Petitioner believes said settlement is in the best interests of her minor son
and proposes to accept said settlement offer of $50,000.00, thereby releasing Respondent
from any and all claims, suits, and/or actions in the future.
16. Petitioner, Leela Smith, through her counsel, Matthew S. Crosby, Esq.,
intends to pursue additional settlement monies via Underinsured Motorist claims with both
Safe Auto Insurance Company (the insurer of the vehicle in which minor was an occupant)
and Donegal Mutual Insurance Company (the insurer of minor's resident relative mother,
Leela Smith).
17. Matthew S. Crosby, Esquire, of HANDLER, HENNING & ROSENBERG,
LLP, has been the attorney for the minor in this action and he requests reasonable counsel
fees of $12,500.00 for services rendered plus costs and expenses of $494.31 pursuant to
a Contingent Fee Agreement signed by Petitioner. The 25% represents a reduction from
the 33-1/3% fee agreement signed by the Petitioner. Thus, the total amount requested for
attorney's fees and costs is $12,994.31. See the Contingent Fee Agreement, attached
hereto, made a part hereof, and marked "Exhibit C," as well as a true copy of the billing
summary, attached hereto, made a part hereof, and marked "Exhibit D." Also attached
4
hereto, made a part hereof, and marked "Exhibit E," is a copy of the proposed settlement
release.
18. Petitioner requests this Honorable Court order a payment of said balance of
$37,005.69 to be placed in an account investing only in securities guaranteed by the United
States government or a Federal governmental agency managed by responsible financial
institutions, bearing the name of the minor, Jordan Nicholson, that is marked "Not to be
withdrawn until minor reaches the age of 18 or without the Order of a Court of Competent
jurisdiction."
WHEREFORE, Petitioner requests this Honorable Court to:
a. Approve the Compromise above-stated;
b. Authorize the payment of fees above-stated from funds
due the minor; and
c. Direct payment of the net funds due, in accordance with
the Compromise above-stated.
Date: 13d?
Respectfully submitted,
HANDLER, HENNING & ROSENBERG, LLP
Crosby, Esq.
5
fN
Jan M. Wiley
-David 1. Lenox
Timothy J. Colgan
Christopher ). Marzzacco
THE WILEY GROUP
Attorneys at Law
Wiley, Lenox, Colgan & Marzzacco, P.C.
November 16, 2004
Matthew Crosby, Esquire
1300 Linglestown Road
Harrisburg, PA 17110
Howard B. Krug, Esquire
1719 N. Front Street
Harrisburg, PA 17102
Jonathan Ostroff, Esquire
527 Plymouth Road
Plymouth Meeting, PA 19462-1641
Girard Rickards, Esquire
P.O. Box 1389
York, PA 17405
P. Richard Wagner, Esquire
2233 N. Front Street
Harrisburg, PA 17110
Re: My Client: Tyler Masonheimer
Insured: Peter Busby/Progressive Insurance Company
Date of Loss: July 20, 2003
Dear Gentlemen:
David E. Hershey -
Diana Woodside
Bradley A. Winnick
Thomas M. Clark
I am writing to indicate that I have confirmed that all plaintiffs' counsel in this matter have
agreed to an allocation of the proceeds of the applicable policy in this case. Specifically, after long
negotiations and great compromise by many in this matter, the following allocation of the $300,000
policy will take place:
1. Tyler Masonheimer represented by me $85,000.00
2. Mark Nissley represented by Richard Wagner, Esquire $55,000.00
3. Jordan Nicholson represented by Matthew Crosby, Esquire $50,000.00
4. Albert Maxson represented by Jonathan Ostroff, Esquire $70,000.00
5. Michael Myers represented by Girard Rickards, Esquire $22,500.00
6. Taryn Casner represented by Howard Krug, Esquire $17,500.00
TOTAL: $300,000.00
I have already obtained consent to settle from my UIM provider and actually have settled Mr.
Masonheimer's claim. I ask that everyone contact their UIM providers to do the same.
Additionally, Mr. Crosby represents Jordan Nicholson, a minor, and will need court approval of his
settlement. Finally, Attorney Rich Wagner has indicated that his UIM providers will need a copy of
130 W. Church Street, Suite 100 • Dillsburg, PA 17019 • Phone: (717) 432-9666 • (800) 6
Offices in Harrisburg • York • Carbondale
www.wi leygrouplaw.COM
r-%
Page 2
November 16.2004
this correspondence and will also need a summary of each plaintiff's medical condition. To that end,
I have forwarded a copy of a two-page opinion letter authored by Mr. Masonheimer's treating
physician. I ask that each of you send Attorney Wagner similar letters and/or medical records to
support your client's injuries. If you have already provided Mr. Wagner with medical records at our
original meeting in May, please make sure he still has copies of the same.
I suggest that we request individual releases from James Nealon, Esquire. I believe that we
should have our clients sign the same and keep them until all plaintiffs have obtained consent to
settle from their UIM carriers and until Attorney Crosby obtains court-approval for his client's
settlement. I believe the releases should be signed now to prevent any problems from "hard-to
handle" plaintiffs.
I ask that each of you call me to acknowledge receipt of this letter and to share thoughts on
how to contact Mr. Nealon to obtain releases.
I sincerely thank all of you for the effort put forth toward resolving this matter. It has been a
pleasure and I look forward to finalizing this matter with you in the near future.
Very truly yours,
WILEY, LENOX, COLGAN
& MARZZACCO, P.C.
by Christopher J. Marzzacco
CJM/Ims
Enclosures
cc: Tyler Masonheimer
CONTINGENT FEE AGREEMENT
I, LEELA SMITH, natural parent and guardian of Jordan Nicholson, a minor,
do hereby retain HANDLER, HENNING & ROSENBERG, LLP., of Harrisburg,
Pennsylvania, as my attorneys in this matter to represent me and to process, negotiate,
arbitrate a settlement or to institute in my name, any legal proceedings or actions that, in
theirjudgment are necessary, against AN AS-YET UNIDENTIFIED PARTY OR PARTIES
as a result of injuries and damages my son sustained in an incident that occurred on July
20, 2003.
1 agree not to settle, negotiate or adjust the above claim or any proceedings based
thereon without the written consent of my said attorneys.
In consideration of the services so to be rendered by Handler, Henning & Rosenberg,
LLP, I hereby covenant, promise and agree to pay them for their professional services
rendered, THIRTY-THREE AND ONE-THIRD PERCENT (331/3%) of whatever sum is
recovered as a result of settlement without lawsuit; or FORTY PERCENT (40%) of
whatever sum is recovered after lawsuit is filed or in the event of arbitration or mediation.
I will reimburse Handler, Henning & Rosenberg, LLP. for any necessary expenses
advanced on my behalf in pursuing my claim. Examples of typical expenses include Court
filing fees, investigation, auto mileage, photocopies, court reporters, medical records,
expert witness fees, etc. If no money is obtained, client will not owe a legal fee or
expenses. I also agree to take possession of my medical files at the conclusion of this
case. My failure to take possession of these files within 60 days after the conclusion of the
case will authorize my lawyers to destroy said files.
I agree that HANDLER, HENNING & ROSENBERG, LLP. may associate additional
lawyers to assist with this case and I agree to the sharing of fees between lawyers. I
understand the terms herein apply to other lawyers associated on this case. )understand
that the association of other lawyers does not increase the amount of the attorney fees at
the conclusion of the case.
Counsel reserves the right to withdraw if they desire to do so, for any reason(s) they
deem proper.
I acknowledge that I have read, approved and understood the above Contingent Fee
Agreement and I acknowledge having received a copy of the same. The terms set forth
herein are accepted.
WITNESS WHEREOF, I have hereunto set my hand and seal this day of
2003.
!I D ?QtP rh (SEAL)
LEELA SMITH, natural parent
and guardian of JORDAN NICHOLSON
andlar,
anningb
i Client No: 208556
osanbargALP Matter: 00000
ATTORNEYS AT LAW Attorney: MSC
1300 Linglestown Road, Harrisburg, PA 17110 MV
Pre-Bill No: 12525
Jordan Nicholson Bill Date: November 18, 2004
c/o Leela Smith
2310 BerryHill Street
Harrisburg, PA 17104
INVOICE
PAYMENT DUE UPON RECEIPT
EXPENSES
07/30/2003
CASE Vendor NEWBERRY TOWNSHIP POLICE, General Case Ex
ense-
p
Q7/3o/2003 $15
00 15.00
07/31/2003 .
Photography Costs
PHOT 07131/2003 $4
50 4.50
08/01/2003 .
Mileage
M14E 0810/12003 $2
76 2.76
08/08/2003
' .
Vendor YORK HOSPITAL, General Case Expense
CASE
, 48/08/2003 $62
50 62.50
09/29/2003
CASE .
Vendor PA DEPT OF TRANSPORTATION, General Case Ex
ens
p
e
0912912003 $5
00
5.00
10/09/2003
CASE .
Vendor COLONIAL PARK PEDIATRIC General Case Expense
10/09/2043 $16
37 16 37
12/04/2003
r.A.qr .
Vendor WELLSPAN MEDICAL GROUP; General Case EXDPnaa
1?/AAIMmA.
11/18/2004 wcvauu":.
Vendor PROTH OF CUMBERLAND CO, General Case Expense
CASE 1 1 /1 812004 ' $55 50
11/30/2004 Document Reoroductinn
u V r x 11/30/2004. $3
20:' 3.20
11/30/2004 Fax Charges .
FAX 11/30/2004 $140
00 1 140.00
11/30/2004 Federal Express Costs .
FEDX 11/30/2Q04 $100-' 100
11/30/2004 Document Reproduction
Isl 11130/2004 $64
00 64.00
11/30/2004 Milaana .
208556 Nicholson, Jordan
11/30/2004 Long Distance
Pre-Bill # 12525
TOTAL EXPENSES
Total due this invoice
TOTAL BALANCE DUE
Page 2
1.14
$494.31
$494.31
$494.31
CLAIM NUMBERS: 1554671097
RELEASE OF ALL CLAIMS
THIS INDENTURE WITNESSETH that, in consideration of the sum of Fifty
Thousand and 001100 dollars ($50,000.00), receipt whereof is hereby acknowledged,
for myself individually and as parent to natural guardian of Jordan Nicholson, and for
my heirs, personal representatives and assigns, I do hereby release and forever
discharge Jenna Margaret Busby, Peter C. Busby and the Allstate Insurance Company,
and any other person, firm or corporation charged or chargeable with responsibility or
liability, their heirs, representatives and assigns, from any and all claims, demands,
damages, costs, expenses, loss of services, actions and causes of action, &?
claims for bad faith damages, punitive
damages, arising from any act or occurrence up to the present time and particularly on
account of all personal injury, disability, property damage, loss or damages of any kind
already sustained or that I may hereafter sustain, arising out of an accident that
occurred on the 20th day of July, 2003 at the intersection of Sheep Bridge Road (S.R.
4021) and Stevens Road (T-837), Newberry Township, York County, Pennsylvania.
It is expressly understood that I am accepting the above compensation not only
to compensate me for any claims that I may assert in a civil action but any claims for
restitution that have been or will be awarded in connection with the criminal case
against Jenne Margaret Bubsy. I agree to notify the court officials of the Court of
Common Pleas of York County that the restitution claim has been satisfied. I further
agree, if necessary, to cooperate in the filing of any Petitions or Motions in the criminal
proceeding to have the restitution awards satisfied.
Notwithstanding the foregoing, the undersigned hereby reserve all claims against
Allstate Insurance Company for any medical bills that have been incurred as a result of
the automobile accident and which would be covered under the policy issued by Allstate
to us, Policy Number 1554671097. Allstate reserves any and all policy defenses it may
have to any claims for additional medical bills and restitution.
To procure payment of the said sum, I hereby declare that I am more than 18
years of age; that no representations about the nature and extent of said injuries,
disabilities or damages made by any physician, attorney or agent of any party hereby
released, nor any representations regarding the nature and extent of legal liability or
financial responsibility of any of the parties hereby released, have induced me to make
this settlement; that in determining said sum there has been taken into consideration
not only the ascertained injuries, disabilities and damages, but also the possibility that
the injuries sustained may be permanent and progressive and recovery therefrom
uncertain and indefinite, so that consequences not now anticipated may result from the
said accident.
Notwithstanding the foregoing, this Release does NOT apply to any Underinsured
Motorist claims, first-party automobile insurance claims, and/or any potential claims
against any person or party not identified in this Release. EQ HWT
f E-
I hereby agree that, as a further consideration and inducement for this
compromise settlement, that it shall apply to all unknown and unanticipated injuries and
damages resulting from said accident, casualty or event, as well as to those now
disclosed.
I understand that the parties released admit no liability of any sort by reason of
said accident and that the said payments and settlements in compromise are made to
terminate further controversy respecting all claims for damages that have heretofore
asserted or that our personal representatives might hereafter assert because of said
accident.
Signed and sealed this day of January, 2005.
CAUTION - READ BEFORE SIGNING
Witnessed by
STATE OF PENNSYLVANIA
COUNTY OF
(SEAL)
LEELA SMITH, Individually and as parent
to natural guardian of Jordan Nicholson
SS
On this _ day of January, 2005 before me personally appeared Leela
Smith, individually and as parent to natural guardian of Jordan Nicholson known to be
the person who executed the foregoing instrument, acknowledged that he executed the
same as his free act and deed.
NOTARY PUBLIC
My Commission Expires:
VERIFICATION
I, LEELA SMITH, natural parent and guardian of JORDAN NICHOLSON,
minor, hereby verify that the statements made in the foregoing pleading are true and
correct to the best of my knowledge, information, and belief. I understand that false
statements herein are made subject to the penalties of 18 Pa. C.S.A., Section 4904
relating to unsworn falsification to authorities.
LEE A SMITH,
natural parent and guardian of
JORDAN NICHOLSON, minor
DATE: , Ira iZOO,5
_i
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Gl
JAN 1 9 200;
JORDAN NICHOLSON, a minor : IN THE COURT OF COMMON PLEAS OF
by and through his natural parent : CUMBERLAND COUNTY, PENNSYLVANIA
and guardian, LEELA SMITH,
Petitioner
NO. 2005 -30,' CIVIL
V.
CIVIL ACTION - LAW
JENNA M. BUSBY,
Respondent MINOR'S COMPROMISE
ORDER
AND NOW, this Zy" day of ! a2w" 2005, upon consideration of the
foregoing Petition,
IT IS HEREBY ORDERED that the disbursement of funds, including counsel fees
and expenses, is approved as set forth in said Petition and the funds shall be disbursed
in accordance with the terms and conditions of the settlement agreement as follows:
A. Direct payment of $12,994.31 to Matthew S. Crosby, Esq., representing
reasonable attorneys' fees of $12,500.00 and $494.31 for reimbursement of costs;
B. Direct the remaining $37,005.69 to be placed in an account investing in
securities guaranteed by the United States government or a federal governmental agency
managed by responsible financial institutions, bearing the name of the minor, Jordan
Nicholson, that is marked "Not to be withdrawn until the minor reaches the age of 18 or
without the Order of a Court of competent jurisdiction."
C. Proof of deposit is to be filed with the Court.
BY THE COURT:
J.
C?,?
rp :C P,8 ' 7 N Vf S 0 2 Z
F'.\WP Directories\JFL\minor's comp\matt\nicholson.wpd
Matthew S. Crosby, Esq.
I.D.#69367
HANDLER, HENNING & ROSENBERG, LLP
1300 Linglestown Road
Harrisburg, PA 17110
Telephone: (717) 238-2000 Attorneys for Petitioner
Fax: (717) 233-3029
E-mail: Crosby@hhrlaw.com
JORDAN NICHOLSON, a minor : IN THE COURT OF COMMON PLEAS OF
by and through his natural parent : CUMBERLAND COUNTY, PENNSYLVANIA
and guardian, LEELA SMITH,
Petitioner
: NO. 2005- 30S CIVIL
V.
CIVIL ACTION - LAW
JENNA M. BUSBY,
Respondent MINOR'S COMPROMISE
PETITION FOR LEAVE TO
COMPROMISE MINOR'S ACTIONS
Pursuantto Pennsylvania Rule of Civil Procedure No. 2039, Leela Smith, the natural
parent and legal guardian of minor, Jordan Nicholson, by her attorneys, HANDLER,
HENNING & ROSENBERG, LLP, by Matthew S. Crosby, Esq., petitions this Honorable
Court to enter an Order permitting settlement and compromise of this action, and in
support thereof, avers:
1. Jordan Nicholson was born on July 15, 1992, and is, therefore, 12 years old
and a minor. He currently resides at 2310 Berryhill Street, Harrisburg, Dauphin County,
PA 17104.
2. Petitioner, Leela Smith, is an adult individual and said minor's natural mother
and legal guardian; she currently resides with Jordan at 2310 Berryhill Street, Harrisburg,
Dauphin County, PA 17104.
3. Respondent, Jenna M. Busby, is an adult individual currently residing at 702
East Simpson Street, Mechanicsburg, Cumberland County, PA 17055.
4. At all times material hereto, the minor, Jordain Nicholson, was a passenger
in a 1993 Chevrolet Cavalier owned and being operated by Michael L. Myers bearing
Pennsylvania registration number FCX 5298 (hereinafter "minor's vehicle").
5. At all times material hereto, Respondent, Jenna M. Busby, was the operator
of a 1993 Mercury Sable, owned by Peter Busby, bearing Pennsylvania registration
number EJT 7535 (hereinafter "Respondent's vehicle")
6. On or about July 20, 2003, at approximately 05:30 a.m., minor's vehicle was
traveling southbound on Steven Road in Newberry Township, York County, Pennsylvania.
7. On or about July 20, 2003, at approximately 05:30 a.m., Respondent's
vehicle was traveling westbound on Sheep Bridge Road in Newberry Township, York
County, Pennsylvania, approaching the intersection with Stevens Road.
8. At approximately the same time and place, Respondent, Jenna Busby, failed
to stop at the properly posted Stop sign controlling westbound Sheep Bridge Road traffic
and, as a result, Respondent's vehicle violently struck minor's vehicle in the intersection.
9. As a result of the crash, Respondent, Jenna M. Busby, was cited for, inter
alia, Aggravated Assault While Driving under the Influence of Alcohol, Reckless Driving,
Reckless Endangerment, and Driving at an Unsafe Speed.
2
10. As a direct and proximate result of the negligence of the Respondent, the
minor, Jordan Nicholson, suffered multiple injuries including, but not limited to, a laceration
to his face beneath his left eyebrow and across his forehead requiring approximately 18
stitches, two black eyes, and frequent headaches. Said scarring is permanent and is in a
prominent location on Jordan's face. (See two pictures of Jordan's facial scarring taken
on April 19, 2004, attached hereto, made a part hereof, and marked "Exhibit A.")
11. At the time of this collision, the minor, Jordan Nicholson, was insured under
Petitioner's automobile insurance policy with Donegal Mutual Insurance Company. To
date, all of said minor's collision-related medical bills have been paid by Donegal Mutual
Insurance Company.
12. Also, at the time of this collision, Respondent's vehicle was insured under a
policy of motor vehicle insurance issued by Allstate Insurance Company.
13. After protracted negotiations, Allstate Insurance Company has offered to
settle the minor's claim against the Respondent, Jenna M. Busby, for $50,000.00.
14. Although the $50,000.00 settlement does not represent the Respondent's
bodily-injury liability policy limits, the total proposed settlement does exhaust the
$300,000.00 policy limit, because there are five other claimants in this matter and the total
proposed settlement of all six claimants equals $300,000.00. The proposed settlement
amounts are as follows:
1) Minor, Jordan Nicolson: $50,000.00
2) Michael Myers; (driver-minor's vehicle): $22,500.00
3) Albert Maxson; (passenger-minor's vehicle): $70,000.00
4) Mark Nissel, (passenger-Respondent's vehicle): $55,000.00
3
5) Tyler Masonheimer; (passenger-Respondenit's vehicle): $85,000.00
6) Taryn Castner; (passenger-Respondent's vehicle): $17,500.00
TOTAL: $300,000.00
(See attached hereto, made a part hereof, and marked "Exhibit B," a letter from Chris
Marzzacco, Esq., counsel for claimant Masonheimer, dated November 16, 2004, outlining
the distribution of the proposed settlement).
15. Petitioner believes said settlement is in the best interests of her minor son
and proposes to accept said settlement offer of $50,000.00, thereby releasing Respondent
from any and all claims, suits, and/or actions in the future.
16. Petitioner, Leela Smith, through her counsel, Matthew S. Crosby, Esq.,
intends to pursue additional settlement monies via Underinsured Motorist claims with both
Safe Auto Insurance Company (the insurer of the vehicle in which minor was an occupant)
and Donegal Mutual Insurance Company (the insurer of minor's resident relative mother,
Leela Smith).
17. Matthew S. Crosby, Esquire, of HANDLER, HENNING & ROSENBERG,
LLP, has been the attorney for the minor in this action and he requests reasonable counsel
fees of $12,500.00 for services rendered plus costs and expenses of $494.31 pursuant to
a Contingent Fee Agreement signed by Petitioner. The 25% represents a reduction from
the 33-1/3% fee agreement signed by the Petitioner. Thus, the total amount requested for
attorney's fees and costs is $12,994.31. See the Contingent Fee Agreement, attached
hereto, made a part hereof, and marked "Exhibit C," as well as a true copy of the billing
summary, attached hereto, made a part hereof, and marked "Exhibit D." Also attached
4
hereto, made a part hereof, and marked "Exhibit E," is a copy of the proposed settlement
release.
18. Petitioner requests this Honorable Court order a payment of said balance of
$37,005.69 to be placed in an account investing only in securities guaranteed by the United
States government or a Federal governmental agency managed by responsible financial
institutions, bearing the name of the minor, Jordan Nicholson, that is marked "Not to be
withdrawn until minor reaches the age of 18 or without the Order of a Court of Competent
jurisdiction."
WHEREFORE, Petitioner requests this Honorable Court to:
a. Approve the Compromise above-stated;
b. Authorize the payment of fees above-stated from funds
due the minor; and
c. Direct payment of the net funds due, in accordance with
the Compromise above-stated.
Respectfully submitted,
HANDLER,
Date: 13 WO?-
NING & ROSENBERG, LLP
Urosby, Esq.
5
)an M. Wiley
David J. Lenox
Timothy J. Colgan
Christopher T Marzzacco
THE W ILEY GRC LJP
Attorneys at Law
Wiley, Lenox, Colgan & Marzzacco, P.C.
November 16, 2004
Matthew Crosby, Esquire
1300 Linglestown Road
Harrisburg, PA 17110
Howard B. Krug, Esquire
1719 N. Front Street
Harrisburg, PA 17102
Jonathan Ostroff, Esquire
527 Plymouth Road
Plymouth Meeting, PA 19462-1641
Re: My Client:
Insured:
Date of Loss:
Dear Gentlemen:
Girard Rickards, Esquire
P.O. Box 1389
York, PA 17405
P. Richard Wagner., Esquire
2233 N. Front Street
Harrisburg, PA 17110
Tyler Masonheimer
Peter Busby/Progressive Insurance Company
July 20, 2003
David E. Hershey-
Diana Woodside
Bradley A. Winnick
Thomas M. Clark
I am writing to indicate that I have confirmed that all plaintiffs' counsel in this matter have
agreed to an allocation of the proceeds of the applicable policy in this case. Specifically, after long
negotiations and great compromise by many in this matter, the following allocation of the $300,000
policy will take place:
1. Tyler Masonheimer represented by me $85,000.00
2. Mark Nissley represented by Richard Wafer, Esquire $55,000.00
3. Jordan Nicholson represented by Matthew Crosby, Esquire $50,000.00
4. Albert Maxson represented by Jonathan Ostroff, Esquire $70,000.00
5. Michael Myers represented by Girard Rickards, Esquire $22,500.00
6. Taryn Casner represented by Howard Krug, Esquire $17,500.00
TOTAL: $300,000.00
I have already obtained consent to settle from my UIM provider and actually have settled Mr.
Masonheimer's claim. I ask that everyone contact their UIM providers to do the same.
Additionally, Mr. Crosby represents Jordan Nicholson, a minor, and will need court approval of his
settlement. Finally, Attorney Rich Wagner has indicated that his UIM providers will need a copy of
130 W. Church Street, Suite 100 • Dillsburg, PA 17019 • Phone: 1717) 432-9666 • (800) 682-4250PCA1it WPS
Offices in Harrisburg • York • Carbondale X
EXR
www.wileygrouplaw.com
Page 2
November 16, 2004
this correspondence and will also need a summary of each plaintiff s medical condition. To that end,
I have forwarded a copy of a two-page opinion letter authored by Mr. Masonheimer's treating
physician. I ask that each of you send Attorney Wagner similar letters and/or medical records to
support your client's injuries. If you have already provided Mr. Wagner with medical records at our
original meeting in May, please make sure he still has copies of the same.
I suggest that we request individual releases from James Nealon, Esquire. I believe that we
should have our clients sign the same and keep them until all plaintiffs have obtained consent to
settle from their UIM carriers and until Attorney Crosby obtains court-approval for his client's
settlement. I believe the releases should be signed now to prevent any problems from "hard-to
handle" plaintiffs.
I ask that each of you call me to acknowledge receipt of this letter and to share thoughts on
how to contact Mr. Nealon to obtain releases.
I sincerely thank all of you for the effort put forth toward resolving this matter. It has been a
pleasure and I look forward to finalizing this matter with you in the near future.
Very truly yours,
WILEY, LENOX, COLGAN
& MARZZACCO, P.C.
by Christopher J. Marzzacco
CJM/lms
Enclosures
cc: Tyler Masonheimer
CONTINGENT FEE AGREEMENT
I, LEELA SMITH, natural parent and guardian of Jordan Nicholson, a minor,
do hereby retain HANDLER, HENNING & ROSENBERG, LLP., of Harrisburg,
Pennsylvania, as my attorneys in this matter to represent me and to process, negotiate,
arbitrate a settlement or to institute in my name, any legal proceedings or actions that, in
theirjudgment are necessary, against AN AS-YET UNIDENTIFIED PARTY OR PARTIES
as a result of injuries and damages my son sustained in an incident that occurred on July
20. 2003.
I agree not to settle, negotiate or adjust the above claim or any proceedings based
thereon without the written consent of my said attorneys.
In consideration of the services so to be rendered by Handler, Henning & Rosenberg,
LLP, I hereby covenant, promise and agree to pay them for their professional services
rendered, THIRTY-THREE AND ONE-THIRD PERCENT (331/3%) of whatever sum is
recovered as a result of settlement without lawsuit; or FORTY PERCENT (40%) of
whatever sum is recovered after lawsuit is filed or in the event of arbitration or mediation.
I will reimburse Handler, Henning & Rosenberg, LLP. for any necessary expenses
advanced on my behalf in pursuing my claim. Examples of typical expenses include Court
filing fees, investigation, auto mileage, photocopies, court reporters, medical records,
expert witness fees, etc. If no money is obtained, client will not owe a legal fee or
expenses. I also agree to take possession of my medical files at the conclusion of this
case. My failure to take possession of these files within 60 days after the conclusion of the
case will authorize my lawyers to destroy said files.
I agree that HANDLER, HENNING & ROSENBERG, LLP. may associate additional
lawyers to assist with this case and I agree to the sharing of fees between lawyers. I
understand the terms herein apply to other lawyers associated on this case. I understand
that the association of other lawyers does not increase the amount of the attorney fees at
the conclusion of the case.
Counsel reserves the right to withdraw if they desire to do so, for any reason(s) they
deem proper.
I acknowledge that I have read, approved and understood the above Contingent Fee
Agreement and I acknowledge having received a copy of the same. The terms set forth
herein are accepted.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this day of
A .2003.
I /
GC2 ll7N/? (SEAL)
LEELA SMITH, natural parent
and guardian of JORDAN NICHOLSON
EXHIBIT
andlar,
anningfi
osanberg,uP
ATTORNEYS AT LAW
1300 Linglestown Road, Harrisburg, PA 17110
Jordan Nicholson
c/o Leela Smith
2310 BerryHill Street
Harrisburg, PA 17104
INVOICE
PAYMENT DUE UPON RECEIPT
EXPENSES
Client No: 208556
Matter: 00000
Attorney: MSC
MV
Pre-Bill No: 12525
Bill Date: November 18, 2004
07/30/2003 Vendor NEWBERRY TOWNSHIP POLICE; General Case Expense- 15.00
CASE 07/30/2003 $15.04
07/31/2003 Photography Costs 4.50
PHOT 07/311200K50
08/0112003 Mileage 2.76
MILE 08/0112008 $2.76
08/08/2003 Vendor YORK HOSPITAL, General Case Expense 62.50
CASE 08/08/2003 $62.50
09/29/2003 Vendor PA DEPT OF TRANSPORTATION; General Case Expense 5.00
CASE 09/2912003 $5.00
10/09/2003 Vendor COLONIAL PARK PEDIATRIC, General Case Expense 16.37
CASE 10/0912003 $16X
12/04/2003 Vendor WELLSPAN MEDICAL GROUP; General Case Expense 18.42
CASE 12/04/2003 $18.42
04/20/2004 Vendor AFFILIATED PROFESSIONAL SERVICES, INC., General Case 20.00
CASE 0412012004' $20,00
11/18/2004 Vendor FROTH OF CUMBERLAND CO; General Case Expense 55.50
CASE ' 1111$/2004 $56.,
11/30/2004 Document Reproduction 3.20
COPY 1,1/30/20.04:' $120
11/30/2004 Fax Charges 140 00
FAX 11130/2004 $140.00
11/30/2004 Federal Express Costs 1.00
FEDX ` 11/301,2004, $1.00
11/30/2004 Document Reproduction 64.00
ISI 11/30/2004 $64:00
11/30/2004 Mileage 10.70
MILE !. 11/3012004 $10.70
11/30/2004 Postage Costs
POS 11/30/2604 $23.68
11/30/2004 Postage Costs
POST`' 11/30/11260*
208556 Nicholson, Jordan Pre-Bill # 12525 Page 2
11/30/2004 Long Distance Telephone Charges 1.14
TELE 11/30/2004 $1.14
TOTAL EXPENSES
Total due this invoice
TOTAL BALANCE DUE
$494.31
$494.31
$494.31
CLAIM NUMBERS: 1554671097
RELEASE OF ALL CLAIMS
THIS INDENTURE WITNESSETH that, in consideration of the sum of Fifty
Thousand and 00/100 dollars ($50,000.00), receipt whereof is hereby acknowledged,
for myself individually and as parent to natural guardian of Jordan Nicholson, and for
my heirs, personal representatives and assigns, I do hereby release and forever
discharge Jenna Margaret Busby, Peter C. Busby and the Allstate Insurance Company,
and any other person, firm or corporation charged or chargeable with responsibility or
liability, their heirs, representatives and assigns, from any and all claims, demands,
damages, costs, expenses, loss of services, actions and causes of action, ;
yak claims for bad faith damages, punitive
damages, arising from any act or occurrence up to the present time and particularly on
account of all personal injury, disability, property damage, loss or damages of any kind
already sustained or that I may hereafter sustain, arising out of an accident that
occurred on the 20th day of July, 2003 at the intersection of Sheep Bridge Road (S.R.
4021) and Stevens Road (T-837), Newberry Township, York County, Pennsylvania.
It is expressly understood that I am accepting the above compensation not only
to compensate me for any claims that I may assert in a civil action but any claims for
restitution that have been or will be awarded in connection with the criminal case
against Jenna Margaret Bubsy. I agree to notify the court officials of the Court of
Common Pleas of York County that the restitution claim has been satisfied. I further
agree, if necessary, to cooperate in the filing of any Petitions or Motions in the criminal
proceeding to have the restitution awards satisfied.
Notwithstanding the foregoing, the undersigned hereby reserve all claims against
Allstate Insurance Company for any medical bills that have been incurred as a result of
the automobile accident and which would be covered under the policy issued by Allstate
to us, Policy Number 1554671097. Allstate reserves any and all policy defenses it may
have to any claims for additional medical bills and restitution.
To procure payment of the said sum, I hereby declare that I am more than 18
years of age; that no representations about the nature and extent of said injuries,
disabilities or damages made by any physician, attorney or agent of any party hereby
released, nor any representations regarding the nature and extent of legal liability or
financial responsibility of any of the parties hereby released, have induced me to make
this settlement; that in determining said sum there has been taken into consideration
not only the ascertained injuries, disabilities and damages, but also the possibility that
the injuries sustained may be permanent and progressive and recovery therefrom
uncertain and indefinite, so that consequences not now anticipated may result from the
said accident.
Notwithstanding the foregoing, this Release does NOT apply to any Underinsured
Motorist claims, first-party automobile insurance claims, and/or any potential claims
against any person or party not identified in this Release. EXHIMT
E ..,
I hereby agree that, as a further consideration and inducement for this
compromise settlement, that it shall apply to all unknown and unanticipated injuries and
damages resulting from said accident, casualty or event, as well as to those now
disclosed.
I understand that the parties released admit no liability of any sort by reason of
said accident and that the said payments and settlements in compromise are made to
terminate further controversy respecting all claims for damages that have heretofore
asserted or that our personal representatives might hereafter assert because of said
accident.
Signed and sealed this day of January, 2005.
CAUTION - READ BEFORE SIGNING
Witnessed by
STATE OF PENNSYLVANIA
COUNTY OF
(SEAL)
LEELA SMITH, Individually and as parent
to natural guardian of Jordan Nicholson
SS
On this day of January, 2005 before me personally appeared Leela
Smith, individually and as parent to natural guardian of Jordan Nicholson known to be
the person who executed the foregoing instrument, acknowledged that he executed the
same as his free act and deed.
NOTARY PUBLIC
My Commission Expires:
VERIFICATION
I, LEELA SMITH, natural parent and guardian of JORDAN NICHOLSON,
minor, hereby verify that the statements made in the foregoing pleading are true and
correct to the best of my knowledge, information, and belief. I understand that false
statements herein are made subject to the penalties of 18 Pa. C.S.A., Section 4904
relating to unsworn falsification to authorities.
LEELA SMITH,
natural parent and guardian of
JORDAN NICHOLSON, minor
DATE: ! to f Zb0S
WA .
Cri
JORDAN NICHOLSON,
by and through his natural
parent and guardian,
LEELA SMITH,
Petitioner
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 2005-305 CIVIL
V.
JENNA M. BUSBY,
Respondent
CIVIL ACTION - LAW
MINOR'S COMPROMISE
PROOF OF DEPOSIT
AND NOW, comes the Petitioner, by and through his attorneys,
HANDLER, HENNING and ROSENBERG, LLP by Matthew S. Crosby, Esq., and
attaches the Proof of Deposit of the minor's settlement proceeds that were deposited
for the minor on February 28, 2005 into the Fulton Bank, as evidenced by Fulton
Bank's Certificate of Deposit Terms and Conditions - Summary, and pursuant to the
January 27, 2005, Court Order signed by The Honorable Kevin A. Hess, Judge, both
made a part hereof and marked, "Exhibit A."
Respectfully submitted,
HANDLER, N I IG & ROSENBERG, LLP
BY:
LMilThew S. Crosby, Esq.
Atty. ID No. 69367
1300 Linglestown Rd.
Harrisburg, PA 17108
717-238-2000
Attorneys for Petitioner
DATE: jl 111 Zoos
?, i?
Fulton Bank
C1rnAE Division - L NusTEIIIGOESTER DIVism
DROVERS BANK DWIMN - GREAT VALL" DIVISION
CERTIFICATE OF DEPOSIT TERMS AND CONDITIONS - SUMMARY
Certificate of Deposit Type:
Renewed CD #: x
Account No.:
Principal Amount:
Registered Holder Name(s) and Address:
JORDAN NICHOLSON, COURT ORDERED
LEELA SMITH, GUARDIAN
NO WD TILL MAJ 517/15/2010
CASE NO 2005-305
2310 BERRYHILL STREET
HARRISBURG, PA 17104
Maturity Date:
Annual Percentage Yield:
Interest Distributior
Deposit to Account
Savings
Add to Principal
Issue Check
Frequency of Payment:
Tax ID Number(s):
o D 169-74-0192 LEELA 207-54-4107
ndividuaI s) Sole Proprietor Partnership Corporation
Lodge/Similar Ong
Method:
Checking
Bus. Trust Ltd. Liability Co.
^exSystems ? No Record
`:;S Issuance
AC Verification
.,ornpleted ? % Ranked on OFAC
Issue Date:
Interest Rate:
? No Inquiries
Previous States
ui :)n Bank acknowledges receipt of the above-described deposit, subject to collection of any portion thereof
de in other than cash, in accordance with the Rules and Regulations for Certificates of Deposit.
Fulton Bank
Authorized Signature Asma M. Malik
,?/n have received a copy of the Rules and Regulations For Certificates of Deposit and agree, on behalf of all
i!jistered Holders, to the terms and conditions of the certificate of deposit.
12 ividuals a d Sole Proprietorships:
3ign?atur? rimary)' ? -
`mature (secondary)
Non-Individuals:
Name
Title Signature
Name
Title Signature
;nature (secondary) Name Title Signature
I .rider penalties of perjury. I certify that:
1. The number shown on this form is my correct taxpayer identification number (or I am waiting for a number
to be issued to me), and
2. 1 am not subject to backup withholding because: (a) I am exempt from backup withholding, of (b) I have
not been notified by the Internal Revenue Service that I am subject to backup withholding as a result of a
'ailure to report all interest or dividends, or (c) the IRS has notified me that I am no longer subject to backup
.,i1V. L.nI.J ?....
must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup
w.nold.ing withholding becauseof underreporting interest or dividends on your tax return. because of underreporting
nt tior dividend/ on your tax return.
EXHIBIT A
St c! a ure (PrlmaryAndividuay Title (if Non-Individual) Date
n
JAN 1 9 2005
JORDAN NICHOLSON, a minor IN THE COURT OF COMMON PLEAS OF
by and through his natural parent CUMBERLAND COUNTY, PENNSYLVANIA
and guardian, LEELA SMITH,
Petitioner
NO. 2005 - -?Q-5 CIVIL
V.
CIVIL ACTION - LAW
JENNA M. BUSBY,
Respondent MINOR'S COMPROMISE
ORDER
AND NOW, this.2?+h day of U 2005, upon consideration of the
foregoing Petition,
IT IS HEREBY ORDERED that the disbursem nt of funds, including counsel fees
and expenses, is approved as set forth in said Petition and the funds shall be disbursed
in accordance with the terms and conditions of the settlement agreement as follows:
A. Direct payment of $12,994.31 to Matthew S. Crosby, Esq., representing
reasonable attorneys' fees of $12,500.00 and $494.31 for reimbursement of costs;
B. Direct the remaining $37,005.69 to be placed in an account investing in
securities guaranteed by the United States government or a federal governmental agency
managed by responsible financial institutions, bearing the name of the minor, Jordan
Nicholson, that is marked "Not to be withdrawn until the minor reaches the age of 18 or
without the Order of a Court of competent jurisdiction."
C. Proof of deposit is to be filed with the Court.
BY THE C URT: - y
S -t
J.
TRUE COPY r&;olyl RECORD
in Testimony whereof, I here unto set my hand,
e the sea of s id curt 4d Carlisle, Pa.
T Jam
rothonast
".id "
JORDAN NICHOLSON, a minor : IN THE COURT OF COMMON PLEAS OF
by and through his natural parent : CUMBERLAND COUNTY, PENNSYLVANIA
and guardian, LEELA SMITH,
Petitioner
NO. 2005 - 305 CIVIL
V.
CIVIL ACTION - LAW
JENNA M. BUSBY,
Respondent MINOR'S COMPROMISE
ORDER
AND NOW, this day of 2005, upon consideration of the
foregoing Petition,
IT IS HEREBY ORDERED that the disbursement of funds, including counsel fees
and expenses, is approved as set forth in said Petition and the funds shall be disbursed
in accordance with the terms and conditions of the settlement agreement as follows:
A. Direct payment of $3,853.77 to Matthew S. Crosby, Esq., representing
reasonable attorneys' fees of $3,750.00 and $103.77 for reimbursement of costs;
B. Direct the remaining $11,146.23 to be placed in an account investing in
securities guaranteed by the United States government or a federal governmental agency
managed by responsible financial institutions, bearing the name of the minor, Jordan
Nicholson, that is marked "Not to be withdrawn until the minor reaches the age of 18 or
without the Order of a Court of competent jurisdiction."
C. Proof of deposit is to be filed with the Court.
BY THE COURT:
J.
F:\WP Directories\JFL\minors comp\matt\nicholson2.wpd
Matthew S. Crosby, Esq.
I.D.#69367
HANDLER, HENNING & ROSENBERG, LLP
1300 Linglestown Road
Harrisburg, PA 17110
Telephone: (717) 238-2000
Fax: (717) 233-3029
E-mail: Crosby@hhrlaw.com
JORDAN NICHOLSON, a minor
by and through his natural parent
and guardian, LEELA SMITH, -
Petitioner
V.
JENNA M. BUSBY,
Respondent
Attorneys for Petitioner
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 2005 - 305 CIVIL
CIVIL ACTION - LAW
MINOR'S COMPROMISE
PETITION FOR LEAVE TO
COMPROMISE MINOR'S ACTIONS
Pursuantto Pennsylvania Rule of Civil Procedure No. 2039, Leela Smith, the natural
parent and legal guardian of minor, Jordan Nicholson, by her attorneys, HANDLER,
HENNING & ROSENBERG, LLP, by Matthew S. Crosby, Esq., petitions this Honorable
Court to enter an Order permitting settlement and compromise of this action, and in
support thereof, avers:
1. Jordan Nicholson was born on July 15, 1992, and is, therefore, 13 years old
and a minor. He currently resides at 2310 Berryhill Street, Harrisburg, Dauphin County,
PA 17104.
2. Petitioner, Leela Smith, is an adult individual and said minor's natural mother
and legal guardian; she currently resides with Jordan at 2310 Berryhill Street, Harrisburg,
Dauphin County, PA 17104.
3. Respondent, Jenna M. Busby, is an adult individual currently residing at 702
East Simpson Street, Mechanicsburg, Cumberland County, PA 17055.
4. At all times material hereto, the minor, Jordan Nicholson, was a passenger
in a 1993 Chevrolet Cavalier owned and being operated by Michael L. Myers bearing
Pennsylvania registration number FCX 5298 (hereinafter "minor's vehicle").
5. At all times material hereto, Respondent, Jenna M. Busby, was the operator
of a 1993 Mercury Sable, owned by Peter Busby, bearing Pennsylvania registration
number EJT 7535 (hereinafter "Respondent's vehicle").
6. On or about July 20, 2003, at approximately 05:30 a.m., minor's vehicle was
traveling southbound on Steven Road in Newberry Township, York County, Pennsylvania.
7. On or about July 20, 2003, at approximately 05:30 a.m., Respondent's
vehicle was traveling westbound on Sheep Bridge Road in Newberry Township, York
County, Pennsylvania, approaching the intersection with Stevens Road.
8. At approximately the same time and place, Respondent, Jenna Busby, failed
to stop at the properly posted Stop sign controlling westbound Sheep Bridge Road traffic
and, as a result, Respondent's vehicle violently struck minor's vehicle in the intersection.
9. As a result of the crash, Respondent, Jenna M. Busby, was cited for, inter
alia, Aggravated Assault While Driving Under the Influence of Alcohol, Reckless Driving,
Reckless Endangerment, and Driving at an Unsafe Speed.
2
10. As a direct and proximate result of the negligence of the Respondent, the
minor, Jordan Nicholson, suffered multiple injuries including, but not limited to, a laceration
to his face beneath his left eyebrow and across his forehead requiring approximately 18
stitches, two black eyes, and frequent headaches. Said scarring is permanent and is in a
prominent location on Jordan's face. (See pictures of Jordan's facial scarring taken on
April 19, 2004, attached hereto, made a part hereof, and marked "Exhibit A.")
11. At the time of this collision, the minor, Jordan Nicholson, was insured under
Petitioner's automobile insurance policy with Donegal Mutual Insurance Company. To
date, all of said minor's collision-related medical bills have been paid by Donegal Mutual
Insurance Company.
12. Also, at the time of this collision, Respondent's vehicle was insured under a
policy of motor vehicle insurance issued by Allstate Insurance Company.
13. After protracted negotiations, Allstate Insurance Companysettled the minor's
claim against Jenna M. Busby, for $50,000.00. (Although there was a $300,000.00 policy
limit, the monies were divided among a total of six (6) claimants.) Attached hereto, made
a part hereof, and marked, "Exhibit B," is a copy of this Honorable Court's Order approving
said settlement on January 27, 2005.
14. Petitioner, Leela Smith, through her counsel, Matthew S. Crosby, Esq., has
pursued additional settlement monies via Underinsured Motorist benefits available through
Safe Auto Insurance Company, the insurer of the vehicle in which minor was an occupant.
4
15. After protracted negotiations, Safe Auto Insurance Company, has offered to
settle Jordan Nicholson's Underinsured Motorist claim for $15,000.00, which represents
its single-person Underinsured Motorist policy limit.
3
16. Petitioner believes said settlement is in the best interests of her minor son
and proposes to accept said settlement offer of $15,000.00, thereby releasing Safe Auto
Insurance Company from any and all claims, suits, and/or actions in the future.
17. Petitioner, Leela Smith, through her counsel, Matthew S. Crosby, Esq.,
intends to pursue additional settlement monies via an Underinsured Motorist claim with
Donegal Mutual Insurance Company (the insurer of minor's mother, Leela Smith).
18. Matthew S. Crosby, Esquire, of HANDLER, HENNING & ROSENBERG,
LLP, has been the attorneyforthe minor in this action and he requests reasonable counsel
fees of $3,750.00 for services rendered plus costs and expenses of $103.77, pursuant to
a Contingent Fee Agreement signed by Petitioner. The 25% represents a reduction from
the 33-1/3% fee agreement signed by the Petitioner. Thus, the total amount requested for
attorney's fees and costs is $3,853.77. See the Contingent Fee Agreement, attached
hereto, made a part hereof, and marked "Exhibit C," as well as a true copy of the billing
summary, attached hereto, made a part hereof, and marked "Exhibit D." Also attached
hereto, made a part hereof, and marked "Exhibit E," is a copy of the proposed settlement
release.
19. Petitioner requests this Honorable Court order a payment of said balance of
$11,146.23 to be placed in an account investing only in securities guaranteed bythe United
States government or a Federal governmental agency managed by responsible financial
institutions, bearing the name of the minor, Jordan Nicholson, that is marked "Not to be
withdrawn until minor reaches the age of 18 or without the Order of a Court of Competent
jurisdiction."
4
WHEREFORE, Petitioner requests this Honorable Court to:
a. Approve the Compromise above-stated;
b. Authorize the payment of fees above-stated from funds
due the minor; and
c. Directpayment of the netfunds due, in accordance with
the Compromise above-stated.
Date: 206
Respectfully submitted,
HANDLER, HENNING & ROSENBERG, LLP
By:
a ew S. sby, Esq.
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L1??
JORDAN NICHOLSON, a minor : IN THE COURT OF COMMON PLEAS OF
by and through his natural parent : CUMBERLAND COUNTY, PENNSYLVANIA
and guardian, LEELA SMITH,
Petitioner
NO. 2005 - 3QS CIVIL
V..
CIVIL ACTION - LAW
JENNA M. BUSBY,
Respondent MINOR'S COMPROMISE
r? ORDER
AND NOW, this /th day of Q1JU 2005, upon consideration of the
foregoing Petition,
IT IS HEREBY ORDERED that the disbursem nt of funds, including counsel fees
and expenses, is approved as set forth in said Petition and the funds shall be disbursed
in accordance with the terms and conditions of the settlement agreement as follows:
A. Direct payment of $12,994.31 to Matthew S. Crosby, Esq., representing
reasonable attorneys' fees of $12,500.00 and $494.31 for reimbursement of costs;
B. Direct the remaining $37,005.69 to be placed in an account investing in
securities guaranteed by the United States government or a federal governmental agency
managed by responsible financial institutions, bearing the name of the minor, Jordan
Nicholson, that is marked "Not to be withdrawn until the minor reaches the age of 18 or
without the Order of a Court of competent jurisdiction."
C. Proof of deposit is to be filed with the Court.
BY THE C URT:
J.
vt ,
lids.. 2.y+'13? ?^laYa i?%1.e.;kS.!1
Ill TdSt fil0^.ti lnrft r- ?,? _ „^,0 ?2, ,,,y IQAdd
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roihonot?ry
EXHIBIT
/ ?I i ??`
?? Y?
CONTINGENT FEE AGREEMENT
I, LEELA SMITH, natural parent and guardian of Jordan Nicholson, a minor,
do hereby retain HANDLER, HENNING & ROSENBERG, LLP., of Harrisburg,
Pennsylvania, as my attorneys in this matter to represent me and to process, negotiate,
arbitrate a settlement or to institute in my name, any legal proceedings or actions that, in
theirjudgment are necessary, against AN AS-YET UNIDENTIFIED PARTY OR PARTIES
as a result of injuries and damages my son sustained in an incident that occurred on July
20, 2003.
I agree not to settle, negotiate or adjust the above claim or any proceedings based
thereon without the written consent of my said attorneys.
In consideration of the services so to be rendered by Handler, Henning & Rosenberg,
LLP, I hereby covenant, promise and agree to pay them for their professional services
rendered, THIRTY-THREE AND ONE-THIRD PERCENT (33 1/39/c) of whatever sum is
recovered as a result of settlement without lawsuit; or FORTY PERCENT (40%) of
whatever sum is recovered after lawsuit is filed or in the event of arbitration or mediation.
I will reimburse Handler, Henning & Rosenberg, LLP. for any necessary expenses
advanced on my behalf in pursuing my claim. Examples of typical expenses include Court
filing fees, investigation, auto mileage, photocopies, court reporters, medical records,
expert witness fees, etc. If no money is obtained, client will not owe a legal fee or
expenses. I also agree to take possession of my medical files at the conclusion of this
case. My failure to take possession of these files within 60 days after the conclusion of the
case will authorize my lawyers to destroy said files.
I agree that HANDLER, HENNING & ROSENBERG, LLP. may associate additional
lawyers to assist with this case and I agree to the sharing of fees between lawyers. 1
understand the terms herein apply to other lawyers associated on this case. I understand
that the association of other lawyers does not increase the amount of the attorney fees at
the conclusion of the case.
Counsel reserves the right to withdraw if they desire to do so, for any reason(s) they
deem proper.
I acknowledge that I have read, approved and understood the above Contingent Fee
Agreement and I acknowledge having received a copy of the same. The terms set forth
herein are accepted.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this day of
2003.
i
-FOI (SEAL)
LEELA SMITH, natural parent
and guardian of JORDAN NICHOLSON
?? ????
ti
andler
, Client No: 208556
enningfi Matter: 00000
0senberg,LLP Attorney: MSC
ATTORNEYS AT LAW My
1300 Linglestown Road, Harrisburg, PA 17110
Pre-Bill No: 15580
Bill Date: August 29, 2005
Jordan Nicholson
c/o Leela Smith
2310 BerryHill Street
Harrisburg, PA 17104
INVOICE
PAYMENT DUE UPON RECEIPT
Balance forward as of invoice dated March 2, 2005 $0.00
EXPENSES
08/31/2005 Fax Charges 37.50
FAX 0$/3112005 $37,50':
08/31/2005 Document Reproduction 51.40
IS I 08/31124195
08/31/2005 Postage Costs 5.55
POS 08/31121)95 $6,55:
08/31/2005 Postage Costs 8.97
POST 08/31/2005 $8.97
08/31/2005 Long Distance Telephone Charges 0.35
TELE 08/31/2iY05 $0.35
TOTAL EXPENSES $103.77
Total due this invoice $103.77
TOTAL BALANCE DUE $103.77
I
E xl? ? ? t+ [E
RELEASE AND TRUST AGREEMENT
(UNDERINSURED)
POLICYHOLDER: JESSICA L. MEYERS CLAIM NO.:102840-UIMBI-03
Received of Safe Auto Insurance Comnanv (hereinafter called the Company)
the sum of Fifteen Thousand and 00/100 Dollars 515,000.00) in full
settlement and final discharge of all claims under the underinsured
motorist protection coverage of any policy of insurance which was issued
to you, your spouse or any other resident of your household, or any
other policy which may be applicable to this loss because of bodily
injuries known and unknown and which have resulted or may in the future
develop, sustained by Jordan Nicholson by reason of an accident or
occurrence arising out of the ownership or operation of an underinsured
motor vehicle which occurred on or about the 20"'day of July, 2003.
For the consideration stated above, the undersigned agrees to hold in
trust for the benef_n of the Company all rights of recovery which he/she
shall have against any person or organization legally liable for such
bodily injuries, to the extent such consideration exceeds the amount of
damages recovered from the bodily injury liability insurance on said
underinsured motor vehicle(s) and assigns to the Company the proceeds of
any settlement with or judgment against such person(s) or
crganizacions(s) to That extent.
The Comuanv is herebv authorized to take a - actor: w-.'_o_ may be
__e7__sa4_ either in law or in equity in zhe name the undersigned
against any such person or organization, and the undersigned covenants
and agrees to cooperate fully with the Company in the presentation of
such claims and to furnish all papers and documents necessary in such
proceedings and to attend court and testify if the Company deems such to
be necessary.
The undersigned further warrants that he/she has given no release,
except as authorized in writing by the Company, to any person or
organization legally liable for such bodily injuries, and that no such
release will be given without the written consent of the company.
This Agreement does not apply to any Underinsured Motorist claims
with Donegal Insurance Co. and/or Atlantic States Insurance Co.
ANY PERSON WHO KNOWINGLY AND WITH INTENT TO INJURE OR DEFRAUD ANY
INSURER FILES AN APPLICATION OR CLAIM CONTAINING ANY FALSE,
INCOMPLETE OR MISLEADING INFORMATION SHALL,, UPON CONVICTION. BE
SUBJECT TO IMPRISONMENT FOR UP TO SEVEN YEARS AND PAYMENT OF A FINE
OF UP TO $15,000.
IN WITNESS WHEREOF, !/we have hereunto set my/our hand(s) this day
of 2005.
SIGNED:
Witness
SIGNED:
Name: parent or
natural guardian or representative
of Jordan Nicholson
Address:
Address:
EXHBIT
VERIFICATION
I, LEELA SMITH, natural parent and guardian of JORDAN NICHOLSON,
minor, hereby verify that the statements made in the foregoing pleading are true and
correct to the best of my knowledge, information, and belief. I understand that false
statements herein are made subject to the penalties of 18 Pa. C.S.A., Section 4904
relating to unsworn falsification to authorities.
L LASE SMITH,
natural parent and guardian of
JORDAN NICHOLSON, minor
DATE: k\? ?1 I Zoe
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JORDAN NICHOLSON, a minor
by and through his natural parent
and guardian, LEELA SMITH,
Petitioner
V.
JENNA M. BUSBY,
Respondent
.:..:..::..:
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 2005 - 305 CIVIL
CIVIL ACTION - LAW
MINOR'S COMPROMISE
ORDER
AND NOW, this z8 ` day of Ok-?, 2005, upon consideration of the
foregoing Petition,
IT IS HEREBY ORDERED that the disbursement of funds, including counsel fees
and expenses, is approved as set forth in said Petition and the funds shall be disbursed
in accordance with the terms and conditions of the settlement agreement as follows:
A. Direct payment of $3,853.77 to Matthew S. Crosby, Esq., representing
reasonable attorneys' fees of $3,750.00 and $103.77 for reimbursement of costs;
B. Direct the remaining $11,146.23 to be placed in an account investing in
securities guaranteed by the United States government or a federal governmental agency
managed by responsible financial institutions, bearing the name of the minor, Jordan
Nicholson, that is marked "Not to be withdrawn until the minor reaches the age of 18 or
without the Order of a Court of competent jurisdiction."
C. Proof of deposit is to be filed with the Court.
6e
BY THE COURT: /
JORDAN NICHOLSON,
by and through his natural
parent and guardian,
LEELA SMITH,
Petitioner
V.
JENNA M. BUSBY,
Respondent
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 2005-305 CIVIL
CIVIL ACTION - LAW
MINOR'S COMPROMISE
PROOF OF DEPOSIT
AND NOW, comes the Petitioner, by and through her attorneys,
HANDLER, HENNING and ROSENBERG, LLP by Matthew S. Crosby, Esq., and
attaches the Proof of Deposit of the minor's settlement proceeds that were deposited
for the minor on March 16, 2006, into the Fulton Bank, as evidenced by Fulton Bank's
Certificate of Deposit Terms and Conditions - Summary, and pursuant to the
November 28, 2005, Court Order signed by The Honorable Kevin A. Hess, Judge,
both made a part hereof and marked, "Exhibit A."
Respectfully submitted,
HANDLE EN IN & ROSENBERG, LLP
BY:
Matthew S. Crosby, Esq.
Atty. ID No. 69367
1300 Linglestown Rd.
Harrisburg, PA 17108
717-238-2000
Attorneys for Petitioner
DATE: lzmp
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ndler,
¢nningEj
tosenberg
ATTORNEYS AT LAW
Leslie B. Handler, Retired
W. Scott Henning
David H Rosenberg IPA, FL)
Carolyn M. Anner (PA, NY, RNI
Matthew S. Crosby IPA, NJ)
Gregory M. Feather IPA, NJ)
Stephen G. Held
Jason C. Imler
Robin 5trauser
Fulton Bank
Third and Locust Streets
Harrisburg PA 17101
Dear Robin:
February 7, 2006
HARRISBURG OFFICE
1300 Linglestown Road
Harrisburg, PA 17110
717-238-2000
1-800-422-2224
717-233-3029 Ifax)
LANCASTER OFFICE
140A E King Street
Lancaster, PA 17602
717-431-4000
DIRECT MAIL TO:
P.O. Box 60337
Harrisburg, PA 17106
www.HHRLaw,com
LorieS@HHRLaw.com
Enclosed you will find a completed Retail Account Agreement to open a new account in the name
of:
Jordan Nicholson
Tax Identification # 169-74-0192
This deposit in the amount of $11,146.25 shall be placed in a College Savings Plan Account
marked not to be withdrawn without a court order until Jordan reaches the age of 15. His date
of birth is July 15,1992 which means these funds may not be released until July 15, 2010. Thank
you for your immediate attention to this matter.
Sincerely,
?lbtj .
Lorie A. Snyder
Assistant Administrator
BANK CERTIFICATION:: Term of CD: 50 N1ornkvt C.I)
Type of Account Opened C er c ct { e, ., F Interest Rate Zi .X10
Dt'-s; t
Account# 61a?a?a U?r? 3 Withdrawal Restrictions A)c w.?11?fcJwl Su?
?o
15
y
1
10
Amount of Deposit O I I. Itl G • >Z 3 Court Order Received _ 'S I 1 G 1 C6
Account Opened By 15e_Y Cc. P. i 't ?clcif Date 31 «?C? n
EXHIBIT A
FultonBwA 000-0220253
Downtown Harrisburg
CERTIFICATE OF DEPOSIT TERMS AND CONDITIONS - SUMMARY
Certificate of. Deposit Type: ro M., to CO
Renewed CD #:
;. Account No.: 012-0Z'afil SS Issue Date: 511C?a?- Maturity Date: 5l1612wo
Principal Amount: JII 11, Ir-1(n, 13 Interest Rata: 4."100 Annual Percentage Yield: L7. So
Registered Holder Name(s) and Address: Interest Distribution Method:
JORDAN NICHOLSON COURT ORDERED Deposit to Account
LEELA SMITH GUARDIAN Savings Checking
NO WD TILL MAJ 7/15/2010 AAdd to Principal
CASE NO 2005-305 CIVIL Issue Check
2310 BERRYHILL STREET
HARRISBURG, PA 17104 Frequency of Payment:
Tax ID Number(s):
JORDAN 169-74-0192 LEELA 207-54 -4107
Individuals) Sole Proprietor Partnership Corporation Lodge/Similar Org. Bus. Trust
Ltd. Liability Co.
`,..] Combined Statement-Transaction Account Number
I- ullon Bank acknowledges receipt of the above-described deposit, subject to collection of any portion thereof made in other than cash,
in accordance with the Rules and Regulations for Certificates of Deposit.
Fulton Bank
k. .
Aut? S?nalure
?E?=?CIa _ ?: ?C E 1
e ?Ne have received a copy of the Rules and Regulations For Certificates of Deposit and agree, on behalf of all Registered Holders, to the
terms and conditions of the certificate of deposit.
diyiduas and -ole Plnprietorships: Non-Individuals:
?.1 ]?j J ;?11f?
r ?Or or,mary` Mme
.,au sewn ary
gna um
.1,der penalties of perjury, I certify that:
1. The number shown on this form is my correct taxpayer identification number (or I am waiting for a number to be issued to me),
and
2. 1 am not subject to backup withholding because: (a) I am exempt from backup withholding, of (b) I have not been notified by
the Internal Revenue Service that I am subject to backup withholding as a result of a failure to report all interest or dividends, or
(c) the IRS has notified me that I am no longer subject to backup withholding.
ou must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup withholding because of
';nder. oporling interest or dividends on your tax return.
Alt d O 1/ C[ _ f/1ndividual)
/ Mfg lure (Pr,miItlivitlual)
Title tit Nm-Individual) Dale
ect.ryl 0:312005 nuPbu,bn [Iflpcausnrv Pape t of3
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JORDAN NICHOLSON, a minor IN THE COURT OF COMMON PLEAS
by and through his natural parent : CUMBERLAND COUNTY, PENNSYLVANIA
and guardian, LEELA SMITH,
Petitioner
NO. 2005 - 305 CIVIL
V.
CIVIL ACTION - LAW
JENNA M. BUSBY,
Respondent MINOR'S COMPROMISE
f6 ORDER AND NOW, this day of 2005, upon consideration of the
foregoing Petition,
IT IS HEREBY ORDERED that the disbursement of funds, including counsel fees
and expenses, is approved as set forth in said Petition and the funds shall be disbursed
in accordance with the terms and conditions of the settlement agreement as follows:
A. Direct payment of $3,853.77 to Matthew S. Crosby, Esq., representing
reasonable attorneys' fees of $3,750.00 and $103.77 for reimbursement of costs;
B. Direct the remaining $11,146.23 to be placed in an account investing in
securities guaranteed by the United States government or a federal governmental agency
managed by responsible financial institutions, bearing the name of the minor, Jordan
Nicholson, that is marked "Not to be withdrawn until the minor reaches the age of 18 or
without the Order of a Court of competent jurisdiction."
C. Proof of deposit is to be filed with the Court.
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Matthew S. Crosby, Esq.
I . D.#69367
HANDLER, HENNING & ROSENBERG, LLP
1300 Linglestown Road
Harrisburg, PA 17110
Telephone: (717) 238-2000 Attorneys for Petitioner
Fax: (717) 233-3029
E-mail: Crosby@hhrlaw.com
JORDAN NICHOLSON, a minor : IN THE COURT OF COMMON PLEAS OF
by and through his natural parent : CUMBERLAND COUNTY, PENNSYLVANIA
and guardian, LEELA SMITH,
Petitioner
: NO. 2005 - 305 CIVIL
V.
JENNA M. BUSBY,
Respondent
CIVIL ACTION -LAW
: MINOR'S COMPROMISE
PETITION FOR LEAVE TO
COMPROMISE MINOR'S ACTIONS
Pursuant to Pennsylvania Rule of Civil Procedure No. 2039, Leela Smith, the natural
parent and legal guardian of minor, Jordan Nicholson, by her attorneys, HANDLER,
HENNING & ROSENBERG, LLP, by Matthew S. Crosby, Esq., petitions this Honorable
Court to enter an Order permitting settlement and compromise of this action, and in
support thereof, avers:
1. Jordan Nicholson was born on July 15, 1992, and is, therefore, 14 years old
and a minor. He currently resides at 2310 Berryhill Street, Harrisburg, Dauphin County,
PA 17104.
2. Petitioner, Leela Smith, is an adult individual and said minor's natural mother
and legal guardian; she currently resides with Jordan at 2310 Berryhill Street, Harrisburg,
Dauphin County, PA 17104.
3. Respondent, Jenna M. Busby, is an adult individual currently residing at 702
East Simpson Street, Mechanicsburg, Cumberland County, PA 17055.
4. At all times material hereto, the minor, Jordan Nicholson, was a passenger
in a 1993 Chevrolet Cavalier owned and being operated by Michael L. Myers bearing
Pennsylvania registration number FCX 5298 (hereinafter "minor's vehicle").
5. At all times material hereto, Respondent, Jenna M. Busby, was the operator
of a 1993 Mercury Sable, owned by Peter Busby, bearing Pennsylvania registration
number EJT 7535 (hereinafter "Respondent's vehicle").
6. On or about July 20, 2003, at approximately 5:30 a.m., minor's vehicle was
traveling southbound on Stevens Road in Newberry Township, York County, Pennsylvania.
7. On or about July 20, 2003, at approximately 5:30 a.m., Respondent's vehicle
was traveling westbound on Sheep Bridge Road in Newberry Township, York County,
Pennsylvania, approaching the intersection with Stevens Road.
8. At approximately the same time and place, Respondent, Jenna Busby, failed
to stop at the properly posted Stop sign controlling westbound Sheep Bridge Road traffic
and, as a result, Respondent's vehicle violently struck minor's vehicle in the intersection.
9. As a result of the crash, Respondent, Jenna M. Busby, was cited for, inter
alia, Aggravated Assault While Driving Under the Influence of Alcohol, Reckless Driving,
Reckless Endangerment, and Driving at an Unsafe Speed.
10. As a direct and proximate result of the negligence of the Respondent, the
minor, Jordan Nicholson, suffered multiple injuries including, but not limited to, a laceration
to his face beneath his left eyebrow and across his forehead requiring approximately 18
2
stitches, two black eyes, and frequent headaches. Said scarring is permanent and is in a
prominent location on Jordan's face. (See pictures of Jordan's facial scarring taken on
April 19, 2004, attached hereto, made a part hereof, and marked "Exhibit A.")
11. At the time of this collision, the minor, Jordan Nicholson, was insured under
Petitioner's automobile insurance policy with Donegal Mutual Insurance Company. To
date, all of said minor's collision-related medical bills have been paid by Donegal Mutual
Insurance Company.
12. Also, at the time of this collision, Respondent's vehicle was insured under a
policy of motor vehicle insurance issued by Allstate Insurance Company.
13. After protracted negotiations, Allstate Insurance Company settled the minor's
claim against its insured, Jenna M. Busby, for $50,000 (Although there was a $300,000
single-limit policy limit, the monies were divided among a total of six (6) claimants.)
Attached hereto, made a part hereof, and marked, "Exhibit B," is a copy of this Honorable
Court's Order approving said settlement on January 27, 2005.
14. After protracted negotiations, Safe Auto Insurance Company, the insurer of
the vehicle in which minor was an occupant, settled the minor's Underinsured Motorist
claim for $15,000 which represened its single-person Underinsured Motorist policy limit.
Attached hereto, made a part hereof, and marked, "Exhibit C," is a copy of this Honorable
Court's Order approving said settlement on November 28, 2005.
15. Petitioner, Leela Smith, through her counsel, Matthew S. Crosby, Esq., has
pursued additional settlement monies via Underinsured Motorist benefits available through
Donegal Mutual Insurance Company, the insurer of the minor's mother, Leela Smith, and
the secondary UIM carrier in this matter.
3
16. After protracted negotiations, the parties have agreed to a preliminary, UIM
settlement pending the outcome of Generette v. Donegal Mutual Insurance Co., 884 A.2d
266 (Pa. Super. 2005), currently on appeal before the Pennsylvania Supreme Court. In
reviewing Generette, the Supreme Court will address the issue of what effect a stacking
waiver has on inter-policy Underinsured Motorist policy limits. A copy of the proposed
partial-settlement release is attached hereto, made a part thereof, and marked "Exhibit D."
17. Pursuant to the preliminary settlement agreement, Donegal Mutual, has
offered $10,000, which represents its single-person Underinsured Motorist policy limit of
$25,000, less the $15,000 previously tendered from the primary UIM carrier, Safe Auto
Insurance Co.
18. The $10,000 UIM settlement with Donegal Mutual is not a complete and final
settlement. If the outcome of the Generette case is favorable to the minor, Petitioner,
Leela Smith, through her counsel, Matthew S. Crosby, Esq., will pursue additional
settlement proceeds via Underinsured Motorist benefits available under the Donegal
Mutual Insurance Co. policy in question.
19. Petitioner believes said settlement is in the best interests of her minor son
and proposes to accept the preliminary settlement offer of $10,000, but does not release
Donegal Mutual Insurance Company from additional Underinsured Motorist benefits to
which minor may be entitled in the future.
4
20. Matthew S. Crosby, Esquire, of HANDLER, HENNING & ROSENBERG,
LLP, has been the attorney for the minor in this action and he requests reasonable counsel
fees of $2,500 for services rendered plus costs and expenses of $103.77, pursuant to a
Contingent Fee Agreement signed by Petitioner. The 25% represents a reduction from the
33-1/3% fee agreement signed by the Petitioner. Thus, the total amount requested for
attorney's fees and costs is $2,603.77. See the Contingent Fee Agreement, attached
hereto, made a part hereof, and marked "Exhibit E," as well as a true copy of the billing
summary, attached hereto, made a part hereof, and marked "Exhibit F."
21. Petitioner requests this Honorable Court order a payment of said balance of
$7,396.23 to be placed in an account investing only in securities guaranteed by the United
States government or a Federal governmental agency managed by responsible financial
institutions, bearing the name of the minor, Jordan Nicholson, that is marked "Not to be
withdrawn until minor reaches the age of 18 or without the Order of a Court of Competent
jurisdiction."
WHEREFORE, Petitioner requests this Honorable Court to:
a. Approve the Compromise above-stated;
b. Authorize the payment of fees above-stated from funds
due the minor; and
5
C. Direct payment of the net funds due, in accordance with
the Compromise above-stated.
Date: to i lu'nA
Respectfully submi ,
HANDLER ENNING OS G, LLP
By:
Matthew S. Crosby, Esq.
I.D. No. 69367
1300 Linglestown Road
Harrisburg, PA 17110
(717) 238-2000
Attorneys for Petitioner
Exhibit A
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JORDAN NICHOLSON, a minor
by and through his natural parent
and guardian, LEELA SMITH,
Petitioner
V.,
JENNA M. BUSBY,
Respondent
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
: NO. 2005 - 3Q5 CIVIL
: CIVIL ACTION -LAW
: MINOR'S COMPROMISE
r? ORDER
AND NOW, this (th day of U , 2005, upon consideration of the
foregoing Petition,
IT IS HEREBY ORDERED that the disbursem nt of funds, including counsel fees
and expenses, is approved as set forth in said Petition and the funds shat{ be disbursed
in accordance with the terms and conditions of the settlement agreement as follows:
A. Direct payment of $12,994.31 to Matthew S. Crosby, Esq., representing
reasonable attorneys' fees of $12,500.00 and $494.31 for reimbursement of costs;
B. Direct the remaining $37,005.69 to be placed in an account investing in
,71
securities guaranteed by the United States government or a federal governmental agency
managed by responsible financial institutions, bearing the name of the minor, Jordan
Nicholson, that is marked "Not to be withdrawn until the minor reaches the age of 18 or
without the Order of a Court of competent jurisdiction."
C. Proof of deposit is to be filed with the Court.
BY THE C URT:
J.
TRUE y ')?y 2 r qo ?,
In Testimor l?Jil f; s y rr; h d
unto set t my
a, the seal of ?id roar. a'- (:ar'lisle, a.
T ..L. .: af?o1... d,I
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t
JORDAN NICHOLSON, a minor
by and through his natural parent
and guardian, LEELA SMITH,
Petitioner
V.
JENNA M. BUSBY,
Respondent
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
NO. 2005 - 305 CIVIL
CIVIL ACTION -LAW
MINOR'S COMPROMISE
OR R
AND NOW, this n-01- day of 2005, upon consideration of the
foregoing Petition,
IT IS HEREBY ORDERED that the disbursement of funds, including counsel fees
and expenses, is approved as set forth in said Petition and the funds shall be disbursed
in accordance with the terms and conditions of the settlement agreement as follows:
A. Direct payment of $3,853.77 to Matthew S. Crosby, Esq., representing
reasonable attorneys' fees of $3,750.00 and $103.77 for reimbursement of costs;
B. Direct the remaining $11,146.23 to be placed in an account investing in
securities guaranteed by the United States government or a federal governmental agency
managed by responsible financial institutions, bearing the name of the minor, Jordan
Nicholson, that is marked "Not to be withdrawn until the minor reaches the age of 18 or
without the Order of a Court of competent jurisdiction."
C. Proof of deposit is to be filed with the Court.
BY THE OURT:
J.
M.
r
f,,,
?Yhi bi+b
CONTINGENT FEE AGREEMENT
1, LEELA SMITH, natural parent and guardian of Jordan Nicholson, a minor,
do hereby retain HANDLER, HENNING & ROSENBERG, LLP., of Harrisburg,
Pennsylvania, as my attorneys in this matter to represent me and to process, negotiate,
arbitrate a settlement or to institute in my name, any legal proceedings or actions that, in
their judgment are necessary, against AN AS-YET UNIDENTIFIED PARTY OR PARTIES
as a result of injuries and damages my son sustained in an incident that occurred on July
20, 2003.
I agree not to settle, negotiate or adjust the above claim or any proceedings based
thereon without the written consent of my said attorneys.
In consideration of the services so to be rendered by Handler, Henning & Rosenberg,
LLP, 1 hereby covenant, promise and agree to pay them for their professional services
rendered, THIRTY-THREE AND ONE-THIRD PERCENT (33 1/3%) of whatever sum is
recovered as a result of settlement without lawsuit; or FORTY PERCENT (40%) of
whatever sum is recovered after lawsuit is filed or in the event of arbitration or mediation.
I will reimburse Handler, Henning & Rosenberg, LLP. for any necessary expenses
advanced on my behalf in pursuing my claim. Examples of typical expenses include Court
filing fees, investigation, auto mileage, photocopies, court reporters, medical records,
expert witness fees, etc. if no money is obtained, client will not owe a legal fee or
expenses. 1 also agree to take possession of my medical files at the conclusion of this
case. My failure to take possession of these files within 60 days after the conclusion of the
case will authorize my lawyers to destroy said files.
I agree that HANDLER, HENNING & ROSENBERG, LLP. may associate additional
lawyers to assist with this case and I agree to the sharing of fees between lawyers. I
understand the terms herein apply to other lawyers associated on this case. I understand
that the association of other lawyers does not increase the amount of the attorney fees at
the conclusion of the case.
Counsel reserves the right to withdraw if they desire to do so, for any reason(s) they
deem proper.
I acknowledge that I have read, approved and understood the above Contingent Fee
Agreement and I acknowledge having received a copy of the same. The terms set forth
herein are accepted.
WITNESS WHEREOF, I have hereunto set my hand and seal this „? L/ day of
)2003.
(SEAL)
LEELA SMITH, natural parent
and guardian of JORDAN NICHOLSON
E)<hibit E
Wier,
ginning fi
sanberg «P
ATTORNEYS AT LAW
1300 Linglestown Road, Harrisburg, PA 17110
Jordan Nicholson
c/o Leela Smith
2310 BerryHill Street
Harrisburg, PA 17104
INVOICE
Client No: 208556
Matter: 00000
Attorney: MSC
My
Pre-Bill No: 15580
Bill Date: August 29, 2005
PAYMENT DUE UPON RECEIPT
Balance forward as of invoice dated
March 2, 2005
$0.00
EXPENSES
08/31/2005 Fax
37.50
08/31/2005 Document Reproduction 51.40
08/31/2005 ..
Postage Costs
5.55
08/31/2005 Postage Costs 8.97
7
08/3112005 Long Distance Telephone Charges 0.35
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1 ..............s :.4...f` ... ....._?.a.Y?. 009V
TOTAL EXPENSES $103.77
Total due this invoice $103.77
TOTAL BALANCE DUE $103.77
VERIFICATION
I, LEELA SMITH, natural parent and guardian of JORDAN NICHOLSON, a
minor, hereby verify that the statements made in the foregoing pleading are true and
correct to the best of my knowledge, information, and belief. I understand that false
statements herein are made subject to the penalties of 18 Pa. C.S.A., Section 4904
relating to unsworn falsification to authorities.
LEE SMITH,
natural parent and guardian of
JORDAN NICHOLSON
DATE: 0((G(06
t-,y4
:? aD
OC71 9 200E?kr
JORDAN NICHOLSON, a minor : IN THE COURT OF COMMON PLEAS OF
by and through his natural parent : CUMBERLAND COUNTY, PENNSYLVANIA
and guardian, LEELA SMITH,
Petitioner
NO. 2005 - 305 CIVIL
V.
CIVIL ACTION - LAW
JENNA M. BUSBY,
Respondent MINOR'S COMPROMISE
ORDER
AND NOW, this 7-0 ` day of Ocn%, - , 2006, upon consideration of the
foregoing Petition,
IT IS HEREBY ORDERED that the disbursement of funds, including counsel fees
and expenses, is approved as set forth in said Petition and the funds shall be disbursed
in accordance with the terms and conditions of the settlement agreement as follows:
A. Direct payment of $2,603.77 to Matthew S. Crosby, Esq., representing
reasonable attorneys' fees of $2,500 and $103.77 for reimbursement of costs;
B. Direct the remaining $7,396.23 to be placed in an account investing in
securities guaranteed by the United States government or a federal governmental agency
managed by responsible financial institutions, bearing the name of the minor, Jordan
Nicholson, that is marked "Not to be withdrawn until the minor reaches the age of 18 or
without the Order of a Court of competent jurisdiction."
C. Proof of deposit is to be filed with the Court.
ADO
?D?
BY THE COURT: I
,UIN r"
9 l : E! WIV 4Z 130 90QZ
AuviONG11,1 OL40, MjHi 30
3"'IMIw 0-03113
Matthew S. Crosby, Esq.
I . D.#69367
HANDLER, HENNING & ROSENBERG, LLP
1300 Linglestown Road
Harrisburg, PA 17110
Telephone: (717) 238-2000
Fax: (717) 233-3029
E-mail: Crosby@hhrlaw.com
Attorneys for Petitioner
JORDAN NICHOLSON, a minor : IN THE COURT OF COMMON PLEAS OF
by and through his natural parent : CUMBERLAND COUNTY, PENNSYLVANIA
and guardian, LEELA SMITH,
Petitioner
: NO. 2005 - 305 CIVIL
V.
JENNA M. BUSBY,
Respondent
: CIVIL ACTION -LAW
: MINOR'S COMPROMISE
PROOF OF DEPOSIT
AND NOW, comes the Petitioner, LEELA SMITH, natural parent and guardian of,
JORDAN NICHOLSON, a minor, by and through her attorneys, HANDLER, HENNING &
ROSENBERG, LLP, and avers that a restricted account was opened for the said minor,
with regard to a $10,000 settlement with Donegal Mutual Insurance Co.,in a Federally
insured Certificate of Deposit, in accordance with the October 20, 2006, Order of Court,
signed by The Honorable Kevin A. Hess, Judge. Attached hereto, made a part hereof,
and marked, "Exhibit A," is documentation evidencing the opening of the said restricted
account for the said minor.
DATE: 2? Z
HAND , HENNI ERG, LLP 1066
B
Matthew S. Crosby, Esq.
Attorneys for Petitioner
• undler,
enning?
osenberg
ATTORNEYS AT LAW
Leslie B. Handler, Retired
W. Scott Henning
David H Rosenberg (PA, FL)
Carolyn M. Anner (PA, NY, RN)
Matthew S. Crosby (PA, NJ)
Gregory M. Feather (PA, NJ)
Stephen G. Held
Jason C.Imler
Fulton 13ank
Third and Locust Streets
Harrisburg PA 17101
Qe??
Dearli&W":
HARRISBURG OFFICE
1300 Unglestown Road
Harrisburg, PA 17110
717-238-2000
1-800-422-2224
717-233-3029 (fax)
LANCASTER OFFICE
140A E King Street
Lancaster, PA 17602
717-431-4000
DIRECT MAIL TO:
P.O. Box 60337
Harrisburg, PA 17106
www.HHRLaw.com
LorieS@HHRLaw.com
Enclosed you will find a completed Ketail Account Agreement to open a new account in the name
of:
Jordan Nicholson
Tax Identification # 169-74-0192
This deposit in the amount of $7,396.23 shall be placed in a College Savings Plan Account
marked not to be withdrawn without a court order until Jordan reaches the age of 18. His date
of birth i5 July 15,1992 which 'means these funds may not be released until July 15, 2010. Thank
you for your immediate attention to this matter.
Sincerely,
t
' i 't!(l ?
Lorie A. Snyder
Assistant Administrator
BANK CERTIFICATION:: Term of CD: ?v
Type of Account Opened Interest Rate Sp ?(o
Account # GI2.- D2S-5'3q I Withdrawal Restrictions Nr, W? -riL MAY 71IS"/2clb
Amount of Deposit ?1 3?1 Court Order Received I l 1 ?C7?
November 17, 2006
Account Opened by Dp6 rucC.'- ?! M, "CA Date f ?TZ?U?r
.V
FultonBank eee=0255891
Cnrrm, DlvlsioN • L 1NGsuvlClleswx DIVISION
D-,uts u.\Nx Dnl,I (lN • C-1 WO.1..I DIl'IxIDN
Downtown Harrisburg
CERTIFICATE OF DEPOSIT TERMS AND CONDITIONS - SUMMARY
Certificate of Deposit Type: 3 `[e.clr Gd
Renewed CD #:
IpIH -
Account No.: o) Z - GZ5 5139 ( Issue Date: it 17-yIZwG Maturity Date: tl ZZ ?2 t
i
i Principal Amount: ? 13Ci?, Z3 Interest Rate: Annual Percentage Yield: U .6Dr(G
Registered Holder Name(s) and Address: Interest Distribution Method:
JORDAN NICHOLSON, COURT ORDERED Deposit to Account
No 'WD T/1- M 4 S :71IS )au i U Savings Checking
a,W- #k apUS - Sc-' C:.:: I c 7F D r do r X Add to Principal
Z 3io% Rw.; (J k, lj S6 rca Issue Check
J Frequency of Payment: Av%e%Vc,115 riar.n 'SSS?t ?xk
Tax ID Number(s):
JORDAN # 169-74-019a LEELA # 207-54-4107
Individual(s) Sole Proprietor Partnership Corporation Lodge/Similar Org. Bus. Trust Ltd. Liability Co.
.0 Combined Statement - Transaction Account Number O12 - ua'A 0'a 53
Fulton Bank acknowledges receipt of the above-described deposit, subject to collection of any portion thereof made in other than cash,
in accordance with the Rules and Regulation for Certificates of Deposit.
u n nk
, ;
Authorized Slgnalure Re III
6accct,
:!We have received a copy of the Rules and Regulations For Certificates of Deposit and agree, on behalf of all Registered Holders, to the
terms and conditions of the certificate of deposit.
4,,1duard,s and Propriatorships: Non-individuals:
L-peed, 51n,Eh Prentpm F3rne I e signature
T'r Title Signature
la ure se n ry Name
FUn r (secondary) Name Title i n ure
.Irder penalties of perjury, I certify that:
1. The number shown on this form is my correct taxpayer identification number (or i am waiting for a number to be issued to me),
and
2. 1 am not subject to backup withholding because: (a) I am exempt from backup withholding, of (b) I have not been notified by
the Internal Revenue Service that I am subject to backup withholding as a result of a failure to report all interest or dividends, or
(c) the IRS has notified me that I am no longer subject to backup withholding.
ou must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup withholding because of
,ndereportirg interest or dividends on your tax retum. n
L?e•jCl S 1'?(rCl1>C?????h?uard:cl_/t=.
i ure (Prima ndividual) Title (if bate
:.drec1.rp1 0312005 Dial( lim: CIF(Deposxm Page 1 of 3
1
CERTIFICATE OF SERVICE
I hereby certify that a true and correct copy of the foregoing document was served on the
Allan C. Molotsky, Esq., POST & SCHELL, Four Penn Center, 1600 John F. Kennedy Blvd.
Philadelphia, PA 19103, counsel for Petitioner's insurance carrier, Donegal Mutual
Insurance Co., with a courtesy copy served on The Honorable Kevin A. Hess,
CUMBERLAND COUNTY COURTHOUSE, 1 Courthouse Square, Carlisle, PA
17013-3387, by United States Mail, regular service, in Harrisburg, Pennsylvania on
NovemberV, 2006.
HANDLE ING & ROSENBERG, LLP
By
Matthew S. Crosby, Esq.
Attorney I.D. 69367
1300 Linglestown Rd.
Harrisburg, PA 17110
(717) 238-2000
Attorneys for Petitioner
DATE: ! ? Z7 (?
3'
{11
.. W t???
RUP DirectorieMAGR\Minor's Comp\Nicholson, Jordan - pet to wdraw funds.wpd
Matthew S. Crosby, Esq.
I. D.#69367
HANDLER, HENNING & ROSENBERG, LLP
1300 Linglestown Road
Harrisburg, PA 17110
Telephone: (717) 238-2000
Fax: (717) 233-3029
E-mail: Crosby@hhrlaw.com
Attorneys for Petitioner
JORDAN NICHOLSON, a minor
by and through his natural parent
and guardian, LEELA SMITH,
Petitioner
V.
JENNA M. BUSBY,
Respondent
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
NO. 2005-305 CIVIL
CIVIL ACTION -LAW
PETITION TO WITHDRAW FUNDS
FROM MINOR'S RESTRICTED SETTLEMENT ACCOUNT
AND NOW, comes Leela Smith, the natural parent and legal guardian of minor,
Jordan Nicholson, by and through her attorneys, HANDLER, HENNING & ROSENBERG,
LLP, by Matthew S. Crosby, Esq., and hereby petitions this Honorable Court to enter an
Order permitting a withdraw of funds from the minor's restricted settlement account:
1. Jordan Nicholson was born on July 15, 1992, and is, therefore, 14 years old
and a minor. He currently resides at 2310 Berryhill Street, Harrisburg, Dauphin County,
PA 17104.
2. Petitioner, Leela Smith, is an adult individual and said minor's natural mother
and legal guardian; she currently resides with Jordan at 2310 Berryhill Street, Harrisburg,
Dauphin County, PA 17104.
3. On or about January 27, 2005, this Honorable Court granted the first of
Petitioner's settlement requests, authorizing the minor to accept a gross settlement of
$50,000.00, and placing the money in a restricted account with Fulton Bank.
4. On or about November 28, 2005, this Honorable Court granted the second
of Petitioner's settlement requests, authorizing the minor to accept a gross settlement of
$15,000.00, and placing the money in a restricted account with Fulton Bank.
5. On or about October 20, 2006, this Honorable Court granted the third of
Petitioner's settlement requests, authorizing the minor to accept a gross settlement of
$10,000.00, and placing the money in a restricted account with Fulton Bank.
6. As set forth in Petitioner's previous requests for approval of settlements, the
minor, Jordan Nicholson, suffered injuries in an automobile accident, including a prominent
scar on his forehead.
7. Recently, one of Jordan's treating physicians, Dr. Wolf, recommended a
plastic surgery procedure to lessen the appearance of the scar on his forehead.
8. The minor, Jordan Nicholson, and his mother, both wish to proceed with the
procedure proposed by Dr. Wolf.
9. However, the first-party automobile insurance medical coverage available to
the minor, Jordan Nicholson, under his mother's auto insurance policy, only has $1,560.00
remaining in available coverage.
2
10. In addition, Jordan's health-insurance carrier, Capitol Blue Cross, has denied
payment of these bills, on the basis that the medical treatment is cosmetic.
11. The costs of the procedure, for which the medical personnel require pre-
payment, are as follows:
a. Dr. Wolf: $2,525.00
b. Riverside Anesthesia: $495.00, and
c. Susquehanna Valley Surgery Center: $1,373.60.
12. Consequently, the minor, Jordan Nicholson, does not have enough PIP
medical coverage available to cover the up-front costs of the desired procedure.
13. Petitioner, Leela Smith, therefore, requests this Honorable Court allow the
withdrawal of $3,000.00 from the minor, Jordan Nicholson's, settlement account with Fulton
Bank to cover the excess costs of the scar-revision surgery.
14. This matter is of a somewhat urgent nature, as the minor's procedure is
scheduled to take place December 19, 2006, and as previously stated, the medical
personnel involved have required ere-payment.
15. Consequently, Petitioner respectfully requests this Honorable Court act with
some urgency in granting the withdrawal of $3,000.00 from the minor's settlement account
with Fulton Bank so that he may have the desired scar revision procedure.
3
WHEREFORE, Petitioner requests this Honorable Court approve a withdrawal of
$3,000.00 from the minor, Jordan Nicholson's, settlement account with Fulton Bank, so
that he may go through with a desired scar revision procedure.
Respectfully submitted,
HANDLER, HENNII04k-ROSENBERG, LLP
Date: I 2(?Z-0 0? By.
atthew S. Crosby, Esq.
4
VERIFICATION
PURSUANT TO Pa. R.C.P. No. 1024(c)
MATTHEW S. CROSBY, ESQ. states that he is the attorney for the
party(ies) filing the foregoing document; that he makes this Complaint as an attorney and
verifies that it is correct and accurate to the best of his knowledge, information and belief
and that this statement is made subject to the penalties of 18 Pa. C.S.A., Section 4904
relating to unsworn falsification to authorities.
MATTHEW S. CROSBY, ESQ.
DATE: I 8 bb
r-a
Co
rv
C
JORDAN NICHOLSON, a minor
by and through his natural parent
and guardian, LEELA SMITH,
Petitioner
V.
JENNA M. BUSBY,
Respondent
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
NO. 2005 - 305 CIVIL
CIVIL ACTION - LAW
ORDER
AND NOW, this P day of 26,cw , 2006, upon consideration of the
foregoing Petition,
IT IS HEREBY ORDERED that the Petitioner may withdraw $3,000.00 from the
minor, Jordan Nicholson's, restricted settlement account with Fulton Bank, for the purpose
of paying for his collision-related scar-revision surgery.
ifs
BY THE COURT:
90 :°i Wd S-- 330 9902
F:\WP Directories\AMC\Minor's comp\Nicholson, Jordan-UIM.wpd
Matthew S. Crosby, Esq.
I.D. No. 69367
HANDLER, HENNING & ROSENBERG, LLP
1300 Linglestown Road
Harrisburg, PA 17110
Telephone: (717) 238-2000 Attorneys for Petitioner
Fax: (717) 233-3029
E-mail: Crosby@hhrlaw.com
IN THE MATTER OF JORDAN IN THE COURT OF COMMON PLEAS OF
NICHOLSON, by and through his CUMBERLAND COUNTY, PENNSYLVANIA
natural parent and legal guardian,
LEELA SMITH,
Petitioner
: NO. 2005 - 305 CIVIL
V.
: CIVIL ACTION -LAW
JENNA M. BUSBY,
Respondent MINOR'S COMPROMISE
PETITION FOR LEAVE TO COMPROMISE MINOR'S ACTIONS
Pursuant to Pennsylvania Rule of Civil Procedure No. 2039, Leela Smith, the natural
parent and legal guardian of minor, Jordan Nicholson, through her attorneys, HANDLER,
HENNING & ROSENBERG, LLP, by Matthew S. Crosby, Esquire, petitions this Honorable
Court to enter an Order permitting settlement and compromise of this action, and in
support thereof, avers:
1. Jordan Nicholson was born on July 15, 1992, and is therefore, 16 years old
and a minor. He currently resides at 2310 Berry Hill Street, Harrisburg, Dauphin County,
PA 17104.
2. Petitioner, Leela Smith, is an adult individual and said minor's natural parent
and legal guardian and she resides with her child at 2310 Berry Hill Street, Harrisburg,
Dauphin County, PA 17104.
3. Respondent, Jenna M. Busby, is an adult individual currently residing at 702
East Simpson Street, Mechanicsburg, Cumberland County, PA 17055.
4. At all times material hereto, the minor, Jordan Nicholson, was a passenger
in a 1993 Chevrolet Cavalier owned and operated by Michael L. Myers, bearing
Pennsylvania registration number FCX 5298 (hereinafter "minor's vehicle").
5. At all times material hereto, Respondent, Jenna M. Busby, was the operator
of a 1993 Mercury Sable, owned by Peter Busby, bearing Pennsylvania registration
number EJT 7535 (hereinafter "Respondent's vehicle").
6. On or about July 20, 2003, at approximately 05:30 a.m., minor's vehicle was
traveling southbound on Steven Road in Newberry Township, York County, Pennsylvania.
7. On or about July 20, 2003, at approximately 05:30 a.m., Respondent's
vehicle was traveling westbound on Sheep Bridge Road in Newberry Township, York
County, Pennsylvania, approaching the intersection with Stevens Road.
8. At approximately the same time and place, Respondent, Jenna Busby, failed
to stop at the properly posted Stop sign controlling westbound Sheep Bridge Road traffic
and, as a result, Respondent's vehicle violently struck minor's vehicle in the intersection.
9. As a result of the crash, Respondent, Jenna M. Busby, was cited for, inter
alia, Aggravated Assault While Driving Under the Influence of Alcohol, Reckless Driving,
Reckless Endangerment, and Driving at an Unsafe Speed.
2
10. As a direct and proximate result of the negligence of the Respondent, the
minor, Jordan Nicholson, suffered multiple injuries including, but not limited to, a laceration
to his face beneath his left eyebrow and across his forehead, requiring approximately 18
stitches; two black eyes; and frequent headaches. Said scarring is permanent and is in a
prominent location on Jordan's face.
11. At the time of this collision, Respondent's vehicle was insured under a policy
of motor vehicle insurance issued by Allstate Insurance Company.
12. Petitioner, Leela Smith, by and through her counsel, Matthew S. Crosby,
Esq., settled her son's claim against Allstate Insurance Company and Jenna M. Busby, for
$50,000.00. [Although there was a $300,000.00 policy limit, the monies were divided
among a total of six claimants.] Attached hereto, made a part hereof, and marked, "Exhibit
A," is a copy of this Honorable Court's Order approving said settlement on January 27,
2005.
13. At the time of the collision, the minor's vehicle was insured with Safe Auto
Insurance Company, and carried a single-person Underinsured Motorist (UIM) policy limit
of $15,000.00.
14. Petitioner, Leela Smith, by and through her counsel, Matthew S. Crosby,
Esq., pursued additional settlement monies for her minor son with Safe Auto Insurance
Company. Because he was an occupant in Petitioner's vehicle, the minor, Jordan
Nicholson's, primary Underinsured Motorist (UIM) carrier was Safe Auto.
3
15. After protracted negotiations, Safe Auto agreed to tender its UIM policy limit
of $15,000.00 per person to minor, Jordan Nicholson. Attached hereto, made a part hereof
and marked "Exhibit B," is a copy of this Honorable Court's Order approving said
settlement on November 28, 2005.
16. Petitioner, Leela Smith, by and through her counsel, Matthew S. Crosby,
Esq., then pursued additional settlement monies for her son via UIM benefits available
through Petitioner's automobile policy with Donegal Mutual Insurance Company, the
secondary UIM carrier in this matter.
17. At the time of the collision, Petitioner's policy with Donegal Mutual carried a
UIM per-person limit of $25,000.00.
18. In the course of settlement negotiations with Donegal Mutual, said carrier
cited the case of Generette v. Donegal Mutual Ins. Co., 884 A.2d 266 (Pa.Super. 2005),
for the proposition that it was entitled to a "set-off' in the amount of $15,000.00, the
settlement proceeds with the primary UIM carrier, Safe Auto.
19. In fall, 2006, Petitioner and Donegal Mutual agreed to a preliminary
settlement in the amount of $10,000.00 (representing its single-person UIM policy limit of
$25,000.00, less the $15,000.00 previously tendered from the primary UIM carrier, Safe
Auto), pending the ultimate outcome of the Generette case, which had been appealed to
the Pennsylvania Supreme Court. Attached hereto, made a part hereof and marked
"Exhibit C", is a copy of this Honorable Court's Order approving said preliminary settlement.
20. On October 23, 2008, in Generette v. Donegal Mutual Ins Co., 957 A2d 1180
(Pa. 2008), the Pennsylvania Supreme Court reversed the Superior Court's opinion, and
held, inferalia, that Donegal's "other insurance" clause was not enforceable and conflicted
4
with the public policy behind the Motor Vehicle Financial Responsibility Law (MVFRL) to
provide "express" rather than "gap" UIM coverage.
21. Shortly thereafter, after contact by Petitioner's counsel, Donegal Mutual
offered to tender its remaining UIM per-person policy limit of $15,000.00.
22. Petitioner, Leela Smith, believes said settlement is in the best interests of her
minor son, Jordan Nicholson, and she proposes to accept said settlement offer of
$15,000.00 which represents the remaining policy limits.
23. Matthew S. Crosby, Esq., of HANDLER, HENNING & ROSENBERG, LLP,
has been the attorney for the minor in this action and requests reasonable counsel fees
of $3,750.00 for services rendered, plus costs and expenses of $27.36 pursuant to a
Contingent Fee Agreement signed by Petitioner. The 25% fee represents a reduction from
the 33-1/3% fee agreement signed by the Petitioner on behalf of her minor son. Thus, the
total amount requested for attorney's fees and costs is $3,777.36. Attached hereto, made
a part hereof, and marked "Exhibit D," is a true copy of the Contingent Fee Agreement and
"Exhibit E," is a true copy of the billing summary.
24. Petitioner further requests this Honorable Court to order a payment of the
balance, $11,222.64, to be placed into a restricted account in the name of the minor,
Jordan Nicholson, marked not to be withdrawn until he reaches the age of 18 on July 15,
2010, totaling at least $11,222.64.
5
WHEREFORE, Petitioner requests this Honorable Court to:
a. Approve the above-stated Compromise;
b. Authorize the payment of fees above-stated from funds due the
minor;
C. Direct payment of the net funds due, in accordance with the above-
stated Compromise.
Respectfully submitted,
Date: " 3 af?
HANDLER, HENNING & ROSENBERG, LLP
By:
atthew S. Cros , Esq.
Attorneys for Petitioner
VERIFICATION
I, LEELA SMITH, natural parent and guardian of JORDAN NICHOLSON,
minor, hereby verify that the statements made in the foregoing pleading are true and
correct to the best of my knowledge, information, and belief. I understand that false
statements herein are made subject to the penalties of 18 Pa. C.S.A., Section 4904
relating to unsworn falsification to authorities.
LEE LA SMITH, natural parent and
guardian of JORDAN NICHOLSON
DATE:
ALLSTATE LEGAL 9C022205?0
Kati i s zoov?
JORDAN NICHOLSON, a minor
by and through his natural parent
and guardian, LEELA SMITH,
Petitioner
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
NO. 2005 - . CIVIL
V. .
CIVIL ACTION -LAW
JENNA M. BUSBY,
Respondent MINOR'S COMPROMISE
I_ ORDER
AND NOW, this r fr1 day of U (ntof 005, upon consideration of the
foregoing Petition,
IT IS HEREBY ORDERED that the disbursem funds, including counsel fees
and expenses, is approved as set forth in said Petition and the funds shall be disbursed
k
in accordance with the terms and conditions of the settlement agreement as follows:
A. Direct payment of $12,994.31 to Matthew S. Crosby, Esq., representing`
reasonable attorneys' fees of $12,500.00 and $494.31 for reimbursement of costs;
B. Direct the remaining $37,005.69 to be placed in an account investing in
securities guaranteed by the United States government or a federal governmental agency
managed by responsible financial institutions, bearing the name of the minor, Jordan
Nicholson, that is marked "Not to be withdrawn until the minor reaches the age of 18 or
without the Order of a Court of competent jurisdiction."
C. Proof of deposit is to be filed with the Court.
BY THE C URT:
TRUE COPY FROM RECORD
In Testimony whereof, ( here unto set my laud;
jtehe seal7of id Court Carlisle, Pa. /
i nrnn r
JORDAN NICHOLSON, a minor
by and through his natural parent
and guardian, LEELA SMITH,
Petitioner
V.
JENNA M. BUSBY,
Respondent
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
NO. 2005 - 305 CIVIL
: CIVIL ACTION -LAW
: MINOR'S COMPROMISE
OR R
AND NOW, this day of 2005, upon consideration of the
foregoing Petition,
IT IS HEREBY ORDERED that the disbursement of funds, including counsel fees
and expenses, is approved as set forth in said Petition and the funds shall be disbursed
in accordance with the terms and conditions of the settlement agreement as follows:
A. Direct payment of $3,853.77 to Matthew S. Crosby, Esq., representing
reasonable attorneys' fees of $3,750.00 and $103.77 for reimbursement of costs;
B. Direct the remaining $11,146.23 to be placed in an account investing in
securities guaranteed by the United States government or a federal governmental agency
managed by responsible financial institutions, bearing the name of the minor, Jordan
Nicholson, that is marked "Not to be withdrawn until the minor reaches the age of 18 or
without the Order of a Court of competent jurisdiction."
C. Proof of deposit is to be filed with the Court.
BY THE OURT:
J.
f f.,
JORDAN NICHOLSON, a minor
by and through his natural parent
and guardian, LEELA SMITH,
Petitioner
V.
JENNA M. BUSBY,
Respondent
OCT 19 20Db nn
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
NO. 2005 - 305 CIVIL
CIVIL ACTION -LAW
•: MINOR'S COMPROMISE
ORDER
AND NOW, this day of , 2005, upon consideration of the
foregoing Petition,
IT IS HEREBY ORDERED that the disbursement of funds, including counsel fees
and expenses, is approved as set forth in said Petition and-the funds shail be disbursed
in accordance with the terms and conditions of the settlement agreement as follows:
A. Direct payment of .$2,603.77 to Matthew S. Crosby, Esq., representing
reasonable attomeys' fees of $2,500 and $103.77 for reimbursement of costs;
B. Direct the remaining $7,386.23 to be placed in an account investing in
securities guaranteed by the United States government or a federal governmental agency
managed by responsible financial institutions, bearing the name of the minor, Jordan
Nicholson, that is marked "Not to be withdrawn until the minor reaches the age of 18 or
without the Order of a Court of competent jurisdiction."
C. Proof of deposit is to be filed with the Court.
BY THE OURT:
S
J.
TRADE COPY
In Testimony whucrif
rm he seal of
FROM RECORD
A i-,?:xe unio set my hand
lisle, Pa.
r.
lt^
f'?. 7y
m.. '.
t:.
CONTINGENT FEE AGREEMENT
I, LEELA SMITH, natural parent and guardian of Jordan Nicholson, a minor,
do hereby retain HANDLER, HENNING & ROSENBERG, LLP., of Harrisburg,
Pennsylvania, as my attorneys in this matter to represent me and to process, negotiate,
arbitrate a settlement or to institute in my name, any legal proceedings or actions that, in
their judgment are necessary, against AN AS-YET UNIDENTIFIED PARTY OR PARTIES
as a result of injuries and damages my son sustained in an incident that occurred on July
20, 2003.
I agree not to settle, negotiate or adjust the above claim or any proceedings based
thereon without the written consent of my said attorneys.
In consideration of the services so to be rendered by Handler, Henning & Rosenberg,
LLP, I hereby covenant, promise and agree to pay them for their professional services
rendered, THIRTY-THREE AND ONE-THIRD PERCENT (33 1/s%) of whatever sum is
recovered as a result of settlement without lawsuit; or FORTY PERCENT (40%) of
whatever sum is recovered after lawsuit is filed or in the event of arbitration or mediation.
I will reimburse Handler, Henning & Rosenberg, LLP. for any necessary expenses
advanced on my behalf in pursuing my claim. Examples of typical expenses include Court
filing fees, investigation, auto mileage, photocopies, court reporters, medical records,
expert witness fees, etc. If no money is obtained, client will not owe a legal fee or
expenses. i also agree to take possession of my medical files at the conclusion of this
case. My failure to take possession of these files within 60 days after the conclusion of the
case will authorize my lawyers to destroy said files.
I agree that HANDLER, HENNING & ROSENBERG, LLP. may associate additional
lawyers to assist with this case and I agree to the sharing of fees between lawyers.
understand the terms herein apply to other lawyers associated on this case. I understand
that the association of other lawyers does not increase the amount of the attorney fees at
the conclusion of the case.
Counsel reserves the right to withdraw if they desire to do so, for any reason(s) they
deem proper.
I acknowledge that I have read, approved and understood the above Contingent Fee
Agreement and I acknowledge having received a copy of the same. The terms set forth
herein are accepted.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this, day of
2003. 90
(SEAL)
L ELA S ITH, natural parent
and guardian of JORDAN NICHOLSON
andlar,
anning&
I osanbarg.u,n
ATTORNEYS AT LAW
1300 Linglestown Road, Harrisburg, PA 17110
Jordan Nicholson
c/o Leela Smith
2310 BerryHill Street
Harrisburg, PA 17104
INVOICE
PAYMENT DUE UPON RECEIPT
Balance forward as of invoice dated November 28, 2006
EXPENSES
Client No: 208556
Matter: 00000
Attorney: MSC
MV
Pre-Bill No: 28045
Bill Date: December 30, 2008
$0.00
12/08/2006 Parking Costs 0.25
i AMMINSM
1111
1 ling
:,v
8
12/04/2008 Vendor PROTH OF CUMBERLAND CO; CASE EXPENSE 78.50
12/30/200
8 Vendor PROTH OF CUMBERLAND CO; CASE EXPENSE -78.50
.
12/31/2008 Fax Charges 5.00
F
12!31/2008 Document Reproduction 1.60
12131/2008 Mileage 18.69
12/31 /2008 /20
08 .
Postage Costs
0.42
. IIy}
12/31/2008 Long Distance Telephone Charges 1.40
TOW
TOTAL EXPENSES $27.36
Total due this invoice $27.36
TOTAL BALANCE DUE $27.36
Matthew S. Crosby, Esq.
I.D. No. 69367
HANDLER, HENNING & ROSENBERG, LLP
1300 Linglestown Road
Harrisburg, PA 17110
Telephone: (717) 238-2000 Attorneys for Petitioner
Fax: (717) 233-3029
E-mail: Crosby@hhrlaw.com
IN THE MATTER OF JORDAN IN THE COURT OF COMMON PLEAS OF
NICHOLSON, by and through his CUMBERLAND COUNTY, PENNSYLVANIA
natural parent and legal guardian,
LEELA SMITH,
Petitioner
V.
JENNA M. BUSBY,
: NO. 2005 - 305 CIVIL
: CIVIL ACTION -LAW
Respondent : MINOR'S COMPROMISE
CERTIFICATE OF SERVICE
I hereby certify that a true and correct copy of the foregoing document was served on
the following:
Allan C. Molotsky, Esq.
POST & SCHELL
Four Penn Center
1600 John F. Kennedy Blvd.
Philadelphia, PA 19103
by United States Mail, regular service, in Harrisburg, Pennsylvania on VACQVIec, 30,
2009/
DATE: IZ 36 d
HANDLER, NING & ROSENBERG, LLP
M S. C sby, Esq.
Attorneys for Petitioner
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Matthew S. Crosby, Esq.
I.D. No. 69367
HANDLER, HENNING & ROSENBERG, LLP
1300 Linglestown Road
Harrisburg, PA 17110
Telephone: (717) 238-2000
Fax: (717) 233-3029
E-mail: Crosby hhrlaw.com
IN THE MATTER OF JORDAN
NICHOLSON, by and through his
natural parent and legal guardian,
LEELA SMITH,
Petitioner
V.
JENNA M. BUSBY,
Respondent
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, P15NNSYLVANIA
NO. 2005 - 305 CIVIL
CIVIL ACTION - LAW
: MINOR'S COMPROMISE
ORDER
AND NOW, this 7* day of Qa,,,.-, 2009, upon
consideration of the foregoing Petition,
IT IS HEREBY ORDERED that the disbursement of funds, as well as counsel fees
and expenses, are approved as set forth in said Petition and shall be disbursed in
accordance with the terms and conditions of the settlement agreement as follows:
A. Direct payment of $3,777.36 to Matthew S. Crosby, representing reasonable
attorney's fees of $3,750.00 and $27.36 for reimbursement of costs;
B. Direct payment of the balance of $11,222.64, placed into a restricted account
in the name of the minor, Jordan Nicholson, marked not to be withdrawn until the age of
18, on July 15, 2010;
C. Proof of deposit is to be filed with the Court.
BY TH COURT
J.
Attorneys for Petitioner
RLE e
Or, THE h. ,t ?r ??
2009 AN -7 P,1 12: 4 L
trey) a . 07, ?s r4l?
/?1 • t,:2as?? 16.
Matthew S. Crosby, Esq.
I. D.#69367
HANDLER, HENNING & ROSENBERG, LLP
1300 Linglestown Road
Harrisburg, PA 17110
Telephone: (717) 238-2000
Fax : (717) 233-3029
E-mail: Crosby@HHRLaw.com
Attorneys for Petitioner
IN THE MATTER OF JORDAN
NICHOLSON, by and through his
natural parent and guardian,
LEELA SMITH,
Petitioner
V.
JENNA M. BUSBY,
Respondent
: IN THE COURT OF COMMON PLEAS
: CUMBERLAND COUNTY, PENNSYLVANIA
: NO. 2005-305 CIVIL
CIVIL ACTION - LAW
MINOR'S COMPROMISE
PROOF OF DEPOSIT
AND NOW, comes the Petitioner, by and through his attorneys, HANDLER,
HENNING and ROSENBERG, LLP by Matthew S. Crosby, Esq., and attaches the Proof
of Deposit of the minor's settlement proceeds that were deposited for the minor on
February 6, 2009, into the Fulton Bank, as evidenced by Fulton Bank Certification, and
pursuant to the January 7, 2009, Court Order signed by The Honorable Kevin A. Hess,
Judge, both made a part hereof and marked, "Exhibit A."
Respectfully bmi ,
HANDLE ING & ROSEN _ C,LLP
BY:
DATE: 4 (Z-(0 7
Matthew S. Crosby, Esq.
Attorneys for Petitioner
ndier,
enning&
1 osenber9,«P
ATTORNEYS AT LAW
Leslie B. Handler, Retired
W. Scott Henning
David H Rosenberg (PA, FL)
Carolyn M. Anner (PA, NY, RN)
Matthew S. Crosby (PA, NJ)
Gregory M. Feather (PA, NJ)
Stephen G. Held
Jason C.Imler
Laurie J. DeBarr
Megan Ellis
Fulton Bank
-third and Locust Streets
Harrisburg PA 17101
Dear Megan:
MAIN OFFICE
1300 Linglestown Road
Harrisburg, PA 171 10
Office: 717-238-2000
Fax: 717-233-3029
Toll Free: 1-800-422-2224
www.HHRLaw.com
LorieS@HHRLaw.com
February 4, 2009
Enclosed you will find a completed Retail Account Agreement to open a new account in the name
of:
Jordan Nicholson
Tax Identification #169-74-0192
This deposit in the amount of $11,222,64 ehall be, placed in a College 5aving5 flan Account marked
not to be withdrawn without a court order until Jordan reaches the age of 18. His date of birth i5
July 15,1992 which means these funds may not be released until July 15, 2010 . Thank you for your
immediate attention to this matter.
Sincerely, 11
)(j_
Lorie A. Snyder
A55i5tant Administrator
BANK CERTIFICATION::
Term of CD: 15
Type of Account Opened CZU4 Oceotlu;A ? Interest Rate,22•y7?L 17k .2507 PY
Account # G1Q- 031 2Q3,;3" Withdrawal Reotriction" ? J I ?7f l5f /(?
Amount of Deposit Ia , Court Order Received
Account Opened B Date CQ log EXHIBIT A
Lancaster Office 717-431-4000 * Carlisle Office 717-241-2244 * York Office 717-845-7800 * Hanover Office 717-630-8200
Fultat Mmk
LISTENING.
CERTIFICATE OF DEPOSIT TERMS AND CONDITIONS - SUMMARY
Certificate of Deposit Type:
Renewed CD #:
I I
Account No.
Principal Amount: S
Registgred Holder Name(s) and Address:
Tax ID Number(s):
Issue Date:
Interest Rate:
Individual(s) Sole Proprietor Partnership Corporation
Maturity Date:
% Annual Percentage Yield:
Interest Distribution Method:
Deposit to Account
Savings Checking
Add to Principal
Issue Check
Minimum Balance: .00
Frequency of Payment:
o?
Lodge/Similar Org. Bus. Trust Ltd. Liability Co.
? Combined Statement - Transaction Account Number
The Issuing Bank (the "Bank") acknowledges receipt, as of the Issue Date set forth above, of the above-described
deposit (subject to collection of any funds not paid in cash), in accordance with the above Summary, the
accompanying Important Information About Your Certificate of Deposit (the "Important Information"), and (except
for a Certificate of Deposit that is an Individual Retirement Account) the attached Rules, including the Arbitration
Agreement.
Issuing Bank: Fulton Bank Branch Name: Downtown Harrisburo Office
By:
Authorized Signature
I/We have received a copy of the above Summary, the accompanying Important Information, and (except for a
Certificate of Deposit that is an Individual Retirement Account) the attached Rules, including the Arbitration
Agreement, and I/We agree, on behalf of all Registered Holders, to the terms and conditions thereof.
Individuals &
Sole roprietorshi/ps: `
Y s?] )_
Sign re (prima 6)
Signature (secondary)
Non-Individuals:
Name / Title
Name / Title
Signature
Signature
Signature (secondary) Name / Title Signature
Under penalties of perjury, I certify that:
I . The number shown on this form is my correct taxpayer identification number (or I am waiting for a number to
be issued to me), and
2. I am not subject to backup withholding because: (a) I am exempt from backup withholding, or (b) I have not
been notified by the Internal Revenue Service that I am subject to backup withholding as a result of a failure to
report all interest or dividends, or (c) the IRS has notified me that I am no longer subject to backup withholding.
You must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup
witlilrolding because of underreporting interest or dividends on your tax return.
,Sirg a re (Primar,,y- ndividual) Title (if Non-Individual) Date
FecoSumspt 0312008 Distribution: CIF/Depositor 1'a11e I of 2
?AN 02,
1L
Matthew S. Crosby, Esq.
I.D. No. 69367
HANDLER, HENNING 8, ROSENBERG, LLP
1300 Linglestown Road
Harrisburg, PA 17110
Telephone: (717) 238-2000 Attorneys for Petitioner
Fax: (717) 233-3029
E-mail: CrosbV@hlirlaw.com
IN THE MATTER OF JORDAN IN THE COURT OF COMMON PLEAS OF
NICHOLSON, by and through his CUMBERLAND COUNTY, PENNSYLVANIA
natural
parent and legal guardian
,
LEELA SMITH,
,
Petitioner .
° NO. 2005 - 305 CIVIL
V.
: CIVIL ACTION - LAW
JENNA M. BUSBY
,
Respondent ;
MINOR'S COMPROMISE
ORDER . '.,..
AND NOW, this day of
2009, upon i'.
consideration of the foregoing Petition,
IT IS HEREBY ORDERED that the disbursement of funds, as well as counsel fees,,/- .
and expenses, are approved as set forth in said Petition and shall be disbursed in accordance with the terms and conditions of the settlement agreement as follows:
A. Direct payment of $3,777.36 to Matthew S. Crosby, representing reasonable
attorney's fees of $3,750,00 and $27.36 for reimbursement of costs;
Q. Direct payment of the balance of $ j 1,222.64, placed into a restricted account
in the name of the minor, Jordan Nicholson, marked not to be withdrawn until the age of
18, on July 15, 20'10;
C. Proof of deposit is to be filed with the Court.
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BY THE COURT:
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