HomeMy WebLinkAbout05-5916
RE: CHRISTOPHER WEEMS
:IN THE COURT OF COMMON PLEAS
:CUMBERLAND COUNTY, PENNSYLVANIA
NO: 05: - S9Lb
c.; u 'Ll /82--",,-
PETITION FOR PARTIAL TRANSFER OF STRUCTURED SETTLEMENT
PURSUANT TO STRUCTURED SETTLEMENT PROTECTION ACT
40 P.S. 4000 ET. SEO.
TO THE HONORABLE JUDGES OF SAID COURT:
AND NOW comes Petitioner, Christopher Weems, by and through counsel, Lawrence J.
Rosen, Esquire, and respectfully represents as follows:
1. Petitioner is and adult individual residing at 15 Burgandy Circle, Boiling Springs, P A.
17001
2. Petitioner is the beneficiary of an annuity contract issued by Erie Family Life Insurance
Company. The structured settlement provides payments to the Petitioner as follows:
A. A one time lump sum payment of $5,000.00.....................................04/24/2002
B. A one time lump swn payment of $5,000.00.....................................04/24/2003
C. A one time Iwnp sum payment of $5,000.00.....................................04/24/2004
D. A one time lump sum payment of$15,000.00...................................04/24/2005
E. A one time Iwnp sum payment of $46,350.00...................................04/24/2009
F. A one time lump sum payment of $60,585.00....................................04/24/2014
3. The structured settlement payment schedule is more fully set forth on the General
Release as Settlement Agreement between Petitioner and Erie Insurance Company and/or Erie
Insurance Exchange, dated December 20,1999. A true and correct copy of said General Release
is attached hereto as "Exhibit A"
4. Petitioner proposes to enter into a purchase agreement with 321 Henderson
Receivables Limited Partnership ("Buyer" or "Transferee"), its nominees, successors, or assigns,
whose address is 40 Morris avenue, Bryn Mawr, P A 19010 who will purchase a portion of
whose address is 40 Morris avenue, Bryn Mawr, P A 190 I 0 who will purchase a portion of
Petitioner's structured settlement (One payment of $46,350 due on 04/24/2009) owned by Erie
Insurance Exchange and issued by Erie Family Life Insurance Company for twenty eight thousand
dollars ($28,000.00). A copy of the Purchase Agreement is attached hereto, made a part hereof,
and designated as "Exhibit B".
5. The Buyer/Purchaser has furnished Petitioner with a Disclosure Statement pursuant to
40 P.c. Section 4003 (See Exhibit C) at least 10 days prior to the date on which Petitioner first
incurred any obligation to the Buyer. The Statute also requires a Petition and court Order,
authorizing the sale and a finding the sale is in the best interest of the Petitioner or the Petitioner's
dependents.
6. The buyer/purchaser has served written notice, including its name, address and tax
identification number, to the structured settlement obligor and has served written notice as
required by Pennsylvania Statute 40 P.S. Section 4004 upon all interested parties, none of whom
have objected to the transfer. True and correct copies of said notices are attached hereto made a
part hereof and designated as "Exhibit D".
7. Petitioner's best interest would be served by granting the relief requested herein so that
Petitioner can payoff personal debts, acquire a home and invest in a business venture.
THEREFORE, Petitioner respectfully requests this Honorable Court to enter a rule upon Erie
Family Life Insurance Company and Erie Family Exchange to show cause why the sale of a
portion of the structured settlement payments stream between Erie Insurance Exchange (issued by
Erie Family Life Insurance Company) and Christopher Weems to be sold and transferred to 321
Henderson receivable Limited Partnership, its nominees, successors or assigns should not be
approved.
Date:
/lh/Ol~
, ,
Respectfully submitted:
KREVSKY & ROSEN, P.c.
By:
awrence . Rosen, Esquire
1101 North Front Street
Harrisburg, PA 17102
10# 10625
(717) 234-4583
Exhibit "A"
10/24/2005 10:42 FAX 81487041r
EFL ANNllITIES - TEAM A
I4J 003
"1\'",-'"
~
GENERAL RELEASE AND SETrLEMENT AGREEMENT
RECEiVED
DEe 2 7 1999
~ ". E.F.1-
UWe elller into this agreement as of !he M day of December 1m, betweeD myseIfIClUrselves. <..hristopher Weems. a
minor, and the releasee(s). Albert Jack Crowl, Jr. and Joan L. Crowl and Michael 1.. Richie and together with their illSUIer,
Erie Insurance Companyand/or Erie Insurance Excl1ange.
Por the consideration as outlined below which is hereby acknowledged and also fur futnre ac:knowledgement, I/we release
and discharge, and for IlI)'llOlfIourselves and for myfour hllirs, representatives, =tors. adminisuaJots, $UCCeSsors and
assigns, do hereby remise, release and forever discharge. Alben Jack Crowl. JI. and Joan L. Crowl and Michael L. Richie,
hereinafter relerred to as the releasee(s), hisfherltheWlts heirs, elIeculors, adqUnistrators. insuters, suea:ssurs and assigns,
and any and all other pel'S0IIS, finns. c:orporntions. associations, of and from any and aU QUIles of actiOll, suits. rigbts
judgmeDlS, claim!; and ri.....smri. of whatsoever kind, in law or in equity, known and unknown, which Ifwe now have Or may
heleaf'teI: have, especially the claimed leglllliability of releasee(s) arising from or by n:sson of any and aU bodily or persoual
injurlos known and 1IIIknown, foxeseen and unforeseen which heretofore haslhave been or which beMafter may be suscained
by meIus arising out of the accident on or about Au,gmt 19, 1998, at or neat SouthMidd1esex Road, carlisle, in the County
of Cumberland, in the State of PennsylvaDla. which liability releasee{s) expressly deniell. It is understood that tlds :l.s
" full settlement of the 3"d party case only. It is not a !leIea.e of any further under:f.neured
UWe agree that the consideration set faith below i9 specifitaUy applicable to and paid to m""'" with respect"18~& ~
personal or bodily itijnlY of mine/ours. whether pIeSeDtly known or unknown, foreseen or unforeoeen or which may
SUbs~lIent1y develop aDd the conseqllences dlereOf, all arising ont of the aforementioned llCcident.
UWe furtber agzee that the CODSiderallon set 101'lll bel.ow is specifically appfu:abJe to and paid to mefas with respect 10 any
right of contribution tbat J/we lI1llY have against the re1easee(s), hislherJtheirlits heirs, execntors, admi.Di8Irators, insurers,
Sllcc:essom and assigns relative to claims of othml that may be brollgbt against mefus by reason of said accident.
UWe f'nrlher agree that the (:OII$i~l'r2lioD set forth below is speeifically applicable to myfOUT ~ent tbat J/we wID not
jOin nor ottempt to join the. releasee(s), hiBJhcrltheirrllS exeentOrS, admi11istrotoIS. iDsurers, sncccssors and assigns in any
lllIplICity, in lIlIY action ~ may be brought agaWst mefus arising out of S1lid a.ccldent.
lIWe watt2llt for myselffOU1'Selves ond my/our heiIs, upr-.uti_, executoa;. ~n;_rs, sw:i(~~ "'. and llSIligns that
J/we have received no monq or other VlI1uable wll5ideration from any olber pemon or persons by RaSOIl of lIIIY ~ of
action, suits, covenants, agreemems. judglllelll$, claims and dem:mr\. of whalSoever kind, which J/we now have or may
heleaf'teI: have, for Dguries to myfonr penot1 or property or lOr the olber IlUUletll for which this release is given.
It- J/We understand tbat in COIllrideration iQr this telease and the execution of a Di=lion of Paym/lll1lJ !0lIll for Erie Family
Life. Erie hIsurance Company lU1JjJor Erie 1Ils~ ~ agrees to waklo the 1Ollowing paymems: a. cash paymant
of $19,632.60; b. prior payments tolDling $367.40; Co gIIar.lnleed futnte pa}'lllClllS beginning4124/02 at age 18-$5,000.00.
4124/03 at age 19-$5,000.00, 4/24/04 at age 20-$5,000.00; 4124/05 at age 21...$15,000.00; 41241O!l at age 25-$46.350::00;, : ' . - ,
4124114 at age 3Q..$60,S8S.oo.
UWe understaDd tbat in the event of death of Christopher Weems. a minor, prior to the date opeeified lOr the 1aBt guaIlllIteed
payment, the bala'lcc of any gu.arameed payments shait. continue to be paid on the same basis lIS outlinecI above, to the EstaI40
of Christopher Weems, .. minor.
UWe furthcr understand aIJd agtec !bat, with the =>:plion of any consideration that may be payable upon approval of lhis
Agreel1l8lllll8 provided above, all future paymenlS herenndcr wiD be funded by the purchase of an annuity from Erie FamIly
Ufe Insurance Company. whicl!, by its lenns will provide for the payment of the above lImOntIts. The Releasing Party
hereto shall have no legal interest vesll:d or contingent in such Contract.
J/We also understand that notWithstanding any oW provision of the Agreement. the Insurer shall at all times remain directly
responsible fo< the payment of all 8UIIlS and obligations contained in this agreement, in the event of insolvency or any oth...:
default of the Brie Pamily Life Insurance Cmnplmj.
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785776 Page 1
EFL ANNUITIES - TEAM A
I4i 004
10/24/2005 10:42 FAX 8148704]'
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GE:'IlERAL RELEASE AND SETTLEMENT AGREEMENT
I !We el<prell$1y ackoowledge and represout that:
(1) My/C1D! righa; against lilsurer, Et:ie IllSllrance Company' and/or Erie Insurance Ellchange, are no
greater than those of a gencnl c:reditot.
(2) Iasurer, Erie InsuJ;allCC COJnPany and/or Erie Insorance Ihchangc, has llOt made, nor are they nader
a duty to tlIlllre funds available to melus except as provided within lhis settlement agreement and set
forth above. .
(3)
Insurer, Erie Insurance Company and/or Erie Insunmce Bxc:hange, is not required to set aside funds
for melus or to otherwise _ theiJ." obligation 10 melUS.
All payments made under and In accordanl:e with this.Release and Agreement are being made OIl
aC::Ol1llt of bodily injuries sustained by Christopher Weems, a minor. The Releasor.; or payees under
this Release and Agreement sball have no rigbls of contml over the perloclic payments BI1d !bey shall
not be able to accelerate, defer, increase or decrease the periodic p..yme:nts. N"elther the p~
to be made in accordance wilh this ReI_e and Agreemeut, nor my of the 0$Cfll of the de!endaIIt
anIlIor ERIE are subject to execution or my legal process. - .
Specifically, the RcIca50r aeknowIOdges that be or Iihe is the c:ertiflcale bolder of the Annuity Contract
refelenccd her;:in. BlUE is the cwuer oime llIIlNity. The petl.odie payments to be made under this Release
and AgreMlCnt cannot he ac:celmted, deferred. increased or decreased by the plaintiff or any payee.
NeitM the ReleasOr nor my payee bas the power to sell, assign, mortgage, encumber 01' am.icipate me
periodic payments at any part thereof in any lIIlIIWer whatsoever. Any attempt bY the Releasors or any
payee to sell, assign, anticipate, morlgllge Or enetIlIlher any of the ~ hereunder Or allY part thereof
sbaIl DOt be recognized by ERIE.
(4)
(5) IIWe ate DOt entitled to cootrollhe investment of any Iimds which Insurer, Erie Insurance CompllllY
and/or Erie IDsunmce ExcbaDgC, may set aside for its own benefit to fimd the payments tequUed to
be D1llc1a pIlmWlt to this ~ that any llDlllIil:y Or other COIItIact which may be requind by
\be ~, Erie Insurance Compaa.y andIor Erie Insurance Eli:dllUIge, shall be and remain the sole
property of the lnsarel-, Brie Insurance Company and/or ErIe Insurance Ill<cbange, and that lIwe
abaIl have no ownership rights wbalsoever, either attual or constrUCtive, in any such ammity,
incIudiDg no right to change the benaficiary or other CODl1'OI. t:hmof, Or any rights of 11 sec=d party
berein.
I further certify, stat", acltIlowledge, warrant and declare that each and every person, attorney, carrier, entity ot association,
including any underil!sured motorist carrier, any ERISA entity or Workers' Compeusation carrier, bealth care cmier and
any welfare at govemmeDllll entity, inclnding but nOt limitl:d TO Mediw'e, which claims to have a lien on the proceeds of
tbis settlement arising out of this incide:nt or a ti'u.'eatCIlod litigation, is aware of this :ReI_ and Sett\emellt Agreement aIid
its t=, and has consented and authorized me 10 =te this Release 8< Agreement, waiving any and all subrogation, and
I lIIldemaIld that said payers and releaso parties hereunder Ilre relying expressly upon this unconditional expres~ wammty
and making payment hereunder.
Int9{lding to bo legally bound thoreby, WITN1lSS my/our band(s) ana seaI(s) this
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RECEiVED
DEe 2 7 1999
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EFL ANNUITIES - TEAM A
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GENERAL RELEASE AND SETTLEMENT AGREEMENT
C\: (O/ W f1.fUyts.~ (Seal)
If (Mother)
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(Minor)
NOTICE;
AIr! !'<<""" who kn~ ancl willlllllcllt 10 olofml<l..y i"",,,,,,,,,, company or ob.cr pemn liles an appliclllian far losu...ce or Sll\leI11eIIt
of claim c:ontaining lII\l' lII3lorially fall. ilIlbrmali.. or co_ for III. putpose ~f misleading. iofonnaIian _iog llIrJ t'al:t motorial
theceCo commils a. fmuIhit= ~ ..... wbith is :l crime 1IIld subjctla thto pemon to mlDinallad c;ivD penalties."
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10/24/2005 10:41 FAX 8148704'~'
EFL ANNUITIES - TEAM A
I4J 002
ERIE FAMILY LIFE INSURANCE COMPANY
100 ERIE INSURANCE PLACE
ERIE, PA 16530
CERTIFICATE
ERIE FAMILY LIFE INSURANCE COMPANY certifies. that the purchase
payment for the following st~ctured settlement has been paid ~n full,
as evidenced by the issuance of this certificate. The specifics of the
settlement are:
Certificate#: 605-744
Payee's Name: CHRISTOPHER WEEMS
15 BURGUNDY CIRCI..JO
BOILING SPRINGS, PA 17007
Effective Date: 12(15(199S
Birth Date: 04(24(1984
Schedule of Payment,.
Lump Sums Paym~t Date Age Amount
-~--------~------- -----_...------- --------......---,
Guaranteed 04(24/2002 18 $5,000
Guaranteed 04(24(2003 .19. $5,000
Guaranteed 04(24/2004 20 .$5,000
Guaranteed 04/24(?005 21 $15,000
Guaranteed 04/24/2009 25 $46,350
Guaranteed 04(24/2014 30 $60,585
Guaranteed Payout , $136.:935 Expected payout : . $136,935
* upon the death of the payee, any unpaid guaranteed payments will be
paid in accordance to tbe attached beneficiary designation.
This certificate outlines t~. structured settlement payments. It is
not a contract. The actual contract provisions will control.
SENIOR VI
ERIE FAM
COMPANY
Exhibit "B"
PURCHASE AGREEMENT
This is a Purchase Agreement. The date of this Agreement is ,200_. Christopher Weems
is the Seller. 321 Henderson Receivables Limited Partnership, a Nevada Limited Partnership, its
successors and/or assigns is the Buyer. In this Agreement, Christopher Weems is referred to as ny ou" or
"Your" and 321 Henderson Receivables Limited Partnership or its nominee, is referred to as "We", "Us" or
"Our".
BACKGROUND OF THIS AGREEMENT
I. Your or someone on your behalf signed a Settlement Agreement (the "Release" or the
"Settlement Agreement"). in connection with the resolution of a personal injury claim.
2. The insurer funded the Payments by buying an annuity contract (the "Annuity") issued by Erie
Family Life Insurance Company (the "Annuity Company").
3. A list of the Payments being sold under this Agreement is attached to this Agreement as
Exhibit llA".
4. You desire to sell and assign to Us all of Your rights to receive all or a portion of the Payments
under the Release, as described on Exhibit "A", all of the other rights You have under the Release and the
other rights as described in Section I(a) below. We desire to purchase all of Your rights and benefits, on
the terms and under the conditions described in this Agreement.
You and We agree as follows:
1. Purchase and Sale.
a. You now sell, transfer and assign to Us all of Your rights in the "Assigned Assets" as
listed in Exhibit "A". By Our signing this Agreement, We are hereby purchasing and
accepting the sale and assignment of all of the Assigned Assets described above.
b. The Gross Purchase Price is Twenty-Eight Thousand Dollars and 00/1 00 Cents
($28,000.00). The Net Purchase Price payable to You is $27,500.00 (the "Purchase
Price"). The Net Purchase Price will be paid to You when both You and We sign this
Agreement and We have completed Our internal process.
2. Acknowledement.
a. You will agree after Your signing of this Agreement to deliver to Us, addressed as We
may require, other notices, instructions or documents, and copies of them, as We think
are necessary or proper to carry out this Agreement.
b. When You and We sign this Agreement, You will also deliver to Us: (1) a letter
addressed to the Annuity Company directing that all payments of the Assigned Assets
after Your death shall be sent directly to Us, and (2) a Change of Beneficiary Form
changing the beneficiary of the Assigned Assets, after Your death, to "321 Henderson
Receivables Limited Partnership", as sole beneficiary [(I) and (2) above are referred to as
the Change of Beneficiary Form]. The Change of Beneficiary Form will state that the
instructions may never be revoked and that no change may be made in the instructions or
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@2005 321 Henderson Receivables Limited Partnership
in the payments (including as to the payee or the manner or place of making such
payments) without OUT prior written consent. You will also, when this Agreement is
signed by You and Us, deliver to Us, addressed as We may require, such other notices,
instructions or documents, and copies of them, as We think are necessary or proper to
carry out this Agreement.
c. Before You and We sign this Agreement, You will deliver to Us an acknowledgment of
the Estate of Christopher Weems, as primary beneficiary of the Assigned Assets, of the
terms of this Agreement. the Estate of Christopher Weems will agree that they are not
entitled to any rights to any of the Assigned Assets.
d. You agree to sign all other documents which We may request forever naming Us as the
only beneficiary of the Assigned Assets, including but not limited to an agreement to
provide in Your Last Will and Testament that all of Your rights to the Assigned Assets
were sold to Us (a "Testamentary Agreement").
e. You acknowledge that We advised You to obtain independent professional tax advice to
determine whether this transaction will result in any adverse federal and/or state tax
consequences.
f. You acknowledge that We advised You must obtain independent legal representation
prior to executing this Agreement and that We have advised you that We may not refer
You to any specific attorney for such purpose.
3. Your Representations and Warranties. You now represent and warrant to Us that:
a. You own (and are selling and assigning to Us under this Agreement) all of the
Assigned Assets, free and clear of all claims, liens, charges, security interests,
encumbrances, and agreements of any nature (other than this Agreement), and
when You and We sign this Agreement, no one other than Us shall have any
present or future right to the Assigned Assets.
b. This Agreement and all of the other documents signed in connection with this
Agreement have been properly signed by You, and they represent Your legal,
valid and binding obligation, enforceable against You in accordance with their
teons.
c. The signing and performance of this Agreement by You and the transactions
described in this Agreement:
I. do not contlict with any other obligations of Yours;
ii. will not cause a violation under (or create any right of termination,
cancellation or acceleration or similar right under) any contract or
agreement by which You or Your assets, including the Release, are
bound or may be affected;
Ill. will not create, or give any party (other than Us) the right to create, any
lien, charge, security interest or encumbrance in, to or on any of the
Assigned Assets; and
iv. will not create a present or future right in any other party to make any
claim against You or Your assets, or any of the Assigned Assets.
Initial JiIJL '"
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@2005 321 Henderson Receivables Limited Partnership
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d. You understand the tenus and provisions of this Agreement and You have been
represented by tax and accounting advisors and a lawyer in the signing of this
Agreement.
e. Neither You nor anyone else have to do anything else for (I) the proper signing
and performance by You of this Agreement and any transactions intended to be
done in this Agreement, or (2) the carrying out by Us of any of Our rights and
remedies under this Agreement. No other person has made a claim in any rights
in or to the Assigned Assets.
f. You have valid reasons for selling Your interest in the Assigned Assets rather
than obtaining a loan with the Assigned Assets as collateral, and You agree that
the transaction set forth in this Agreement is not a loan or other financing
transaction.
g. This Agreement is a valid sale, transfer and assignment to Us of the Assigned
Assets.
h. Your residence and legal address is as described in Paragraph 1] of this
Agreement. During the last years, You have lived at such address.
I. No representation or warranty of Yours in this Agreement or in any of the
documents delivered in connection with this Agreement or in any agreement
required by this Agreement, is inaccurate or contains any untrue or misleading
statement.
j. The signing by You of this Agreement will not violate any other promise or
agreement you have made with anyone else, You understand that any and all
restrictions on the assignability of the Scheduled Payments were included in the
Release andlor Annuity at Your request, for Your benefit and not for the benefit
of any other person, These restrictions, if any, were included by You as a
precautionary measure to make sure You were allowed favorable tax treatment
under the Internal Revenue Code, You understand that by entering into this
Agreement, you may be giving up this favorable tax treatment. You understand
that any income earned by You on any investment or use of the Purchase Price
may be taxable to You. You may have to pay more in taxes as a result of this
Agreement. For Our benefit and the benefit of Our assigns or successors, You
agree to WAIVE AND RELEASE all of Your rights in, to, or under, such
restrictions on assignability, if any.
k, You have not before the date of this Agreement, sold or assigned Your right to the
Assigned Assets or any part of the Assigned Assets. You do not owe any money
to Your present or former spouse for support maintenance or similar obligations,
nor do You owe any money to any of Your children or guardians of Your
children, The Assigned Assets are not subject to any community property or
similar marital rights of any person.
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@2005321 Henderson Receivables Limited Partnership
I. Your right to the Assigned Assets is not affected by any mortgage, pledge, lien,
charge, security interest, encumbrance, restriction or adverse claim of any
nature. You understand that any violation of any of Your representations in
this agreement will result in an act of fraud by You which could result in
Yon being held responsible for damages in favor of Us, with money to be
paid by Yon to Us.
ffi. You are not in violation of any obligations concerning child-care, alimony or
support.
n. You now give up forever all Your rights in any agreement that says that You
cannot assign or sell Your rights in the Assigned Assets to Us. You have not
requested and You do not expect to receive from Us, a Fonn 1099 or any other
documentation which could make the transaction described by this Agreement
taxable to You in any way. You further understand that We have not given to
You any advice about any of Your taxes in this transaction. You have relied on
Your own professional advisors concerning taxes.
o. As of the date of this Agreement, You are of legal age in the state noted as Your
address in Section II of this Agreement, mentally sane, and of a sound mind.
You have never been convicted of a felony or any other crime involving
dishonesty.
p. You are very familiar with Your financial affairs and condition. With that full
understanding, You certify that (I) on the date We pay You the Purchase Price
and You sell to Us the Assigned Assets, the fair value of Your assets are and
will be greater than all of Your debts; (2) You presently intend to pay all of
Your creditors when such payments are due; and (3) You have not intentionally
hidden the fact from any creditor of Yours that You have entered into this
Agreement ani! the other documents referred to in this Agreement.
q. You do not intend to file for bankruptcy and there are no lawsuits or other
efforts by any of Your creditors to put You into bankruptcy or to take the
Assigned Assets.
r. The Purchase Price is not Your only or most important source of income and
You do not have any mental or physical problems that would prevent You from
having a paying job.
s. You promise to us that no broker, finder, or other person other than those
persons named in the broker statement signed by you in connection with this
Agreement was involved in or important in arranging the purchase transaction in
this Agreement. No other person has a right to any fee, payment, commission,
or other compensation because of this Agreement.
t. You agree that We have not forced You to give to Us copies of any confidential
documents. You agree that We told You that We only needed to see those
documents which described the Assigned Assets so we could buy from You the
Assigned Assets. You agree that We do not intend to tell any other party about
what is included in those documents. You understand that if We do so, it will
only be for the sole purpose of buying the Assigned Assets.
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@2005 321 Henderson Receivables Limited Partnership
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u. You understand that it usually takes six to eight weeks to complete this process,
but that it could take longer. You understand that we have to obtain court
approval of this transfer. YOU UNDERSTAND THAT, DUE
TO OCCASIONAL DELAYS, WE WILL ESCROW
THE AMOUNT EQUAL TO THE NEXT TWO
MONTHLY PAYMENTS DUE TO YOU FROM
THE ANNUITY COMPANY TO INSURE THAT
WE RECEIVE ALL OF THE PAYMENTS THAT
WE PURCHASE. YOU UNDERSTAND THAT WE
MAY EITHER PAYOR ESCROW FUNDS TO
SATISFY ANY JUDGMENTS, TAX LIENS OR
CHILD SUPPORT AGAINST YOU OR THE
ASSIGNED ASSETS AND DEDUCT THOSE
AMOUNTS FROM THE PURCHASE PRICE. YOU
UNDERSTAND THAT WE WILL DEDUCT FROM
THE PURCHASE PRICE ANY AMOUNTS OF
PAYMENTS RECEIVED BY YOU PRIOR TO
FUNDING, IF SUCH AMOUNTS ARE NOT
COVERED BY THE ESCROWED FUNDS.
4. You promise Us that:
a. You will not, and will not allow any other party (except Us or Our assignee,
if applicable) to take funds away from the Assigned Assets. You will not
do anything else to affect the Assigned Assets. You will not say You still
own the Assigned Assets. You will not do anything or allow anyone else
to do anything that could in any way interfere with Or lessen Our rights in
the Assigned Assets.
b. You will not do anything that will, or could in the future, violate the
Release, or any of the agreements required to be executed by this
Agreement. You also agree to cooperate with Us to help Us to obtain all of
the rights that We are buying from You in this Agreement and in the
Release.
c. You will give to Us at least thirty (30) days written notice of Your intention
to move Your residence or change Your legal address from the address in
Paragraph II of this Agreement.
d. You will not make any change in Your instructions to the Annuity
Company regarding payments to be made to You.
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@200S 321 Henderson Receivables Limited Partnership
e. You understand that the Annuity and the Release may say that You agree
not to sell Your rights to the Assigned Assets.
f. You agree to continue to cooperate with Us. This includes Your obligation
to immediately deliver to Us any checks, funds or other form of Payment
received after the date of this Agreement by You or anyone other than Us. If
any Payment is ever denied, delayed, or withheld from Us, as determined by
Us in our reasonable discretion, directly or indirectly on account of any act
or omission by You or any person acting for You, then You shall be in
default under this Agreement (and an Event of Default under 98 shall be
deemed to have occurred). Immediately upon such default, and without any
further notice to You, You will pay to Us the following amounts:
(i) the full, dollar value of all remaining Assigned Assets as they
become due after the date of the default;
All of the remedies specified under this section shall be cumulative with all
of the remedies for default pursuant to 58.
g. If You leam before or after the signing of this Agreement of the threat or
actual beginning of any lawsuit or proceeding that has anything to do with
Our rights under this Agreement or the Assigned Assets, then You will
immediately notifY Us of that and You will give Us copies of all notices and
other writings relating to it promptly after You receive them.
h. If You receive any notice relating to any supposedly unpaid claim affecting
the Annuity or the Assigned Assets or to any other claim against the
Annuity or the Assigned Assets, then You will promptly notifY Us and will
promptly give Us copies of all notices and other writings relating to it
received by You promptly after You receive them.
5. RIGHT TO CANCELLATION. YOU MAY CANCEL THIS CONTRACT
WITHOUT PENALTY OR FURTHER OBLIGATION WITHIN TWENTY-ONE DAYS FROM THE
DATE YOU RECEIVE PAYMENT FROM 321 HENDERSON. In order for the cancellation to be
effective, You must mail a notice of cancellation by registered or certified U.S. mail, postmarked within
twenty-one (21) days ofreceipt of the Purchase Price to Us, c/o Vice President of Operations at 2215-B,
Suite 5, Renaissance Drive, Las Vegas, NV 89119. Furthermore, in order for Your notice of cancellation
to be effective, Your registered or certified U.S. mail package to us must include a bank or certified check
for the full Purchase Price that We paid You under this Purchase Agreement. Any failure to comply with
the above procedure shall be a waiver of Your right to cancel this transaction.
6. Your Further Promises. You agree that, from time to time, at Your expense, You will
promptly sign and give to Us any and all documents to help Us realize our rights and benefits under this
Agreement. This promise includes signing, filing or allowing Us to file financing or continuation
statements, or amendments or assignments of those documents. You permit Us or others acting for Us to
sign our name and/or your name and file without Your signature such financing statements, if that is
permitted in Your state of residence. When You sign this Agreement, You will also sign and deliver to Us
a "Special Irrevocable Power of Attorney" You must retain the services of an attorney and deliver an
opinion of Your attorney about the sale of Assigned Assets to Us, in a form acceptable to Us.
Initial:
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6
@200S 321 Henderson Receivables Limited Partnership
7. Continuation of Reoresentations. Warranties and Covenants. All of Your
representations, warranties and promises made in this Agreement will continue to be relied on by Us after
this Agreement is signed.
8. Event of Default. Your failure to comply with any term of this Agreement or Your
breach of any of Your representations in this Agreement will mean that You will be in default. We refer to
this as an "Event of Default. " If there is an Event of Default, We have the right to sue You in court to make
You perform Your promises or to get money from You. Your failure to comply with any material terms of
this Agreement will be a default.
In Paragraph 4 (c) You agree to give US at least thirty (30) days written notice after Your move to
a new residence or change of Your legal address from the address in Paragraph I I of this Agreement. If we
are purchasing from You certain lump sum payments, We will contact you at least 3 months before the
scheduled payment is due to determine if the address change We have effected with the annuity company is
in place and to determine if Your legal address has remained the same. If We cannot contact you because
You have changed Your legal address or moved Your residence and failed to notify Us, We will
consider such failure to notify Us to be an EVENT OF DEFAULT and We will exercise all of our
legal rights under this Agreement. OUR RIGHT TO PROCEED AGAINST YOU UNDER THIS
AGREEMENT SHALL BE SOLELY LIMITED TO WHEN YOU HAVE COMMITTED AN
EVENT OF DEFAULT. WE SHALL NOT HAVE THE RIGHT TO SUE YOU IF OR BECAUSE
THE ANNUITY COMPANY IS NOT ABLE TO MAKE PAYMENTS BECAUSE IT IS NOT
FINANCIALLY ABLE TO DO SO.
9. Controlling Law. This Agreement shall be governed, construed and enforced in
accordance with the internal laws of the State of Pennsylvania without regard for the conflicts of law rules
thereof or elsewhere. (For Court Orders or Notice Transfers obtained in the following jurisdictions: AK,
~~~~~~~~~m~~un~~~~~~~~~
~~m~~OO~~~~~m~~~~~~~~~~
jurisdictions shall be applied in the event of a dispute regarding the transfer.) Your domicile is the proper
place of venue to bring any action arising out of a breach of this Agreement.
10. Responsibility for this Agreement. Tbis Agreement will hold responsible Your heirs,
executors, successors and assigns and will benefit Our representatives, successors, beneficiaries and
permitted assigns. Nothing in this Agreement is intended to give anyone other than You or Us or each of
Our successors or assigns any benefits.
II. Notices. All notices and other communications under this Agreement will be in writing
and will be made by delivery by means by which the sender obtains a receipt of delivery from the carrier
(including without limitation, certified mail return receipt requested or overnight courier services),
addressed to the party to whom a request or demand is to be made. Such demand or notice or request shall
be deemed given on the date which is one business day after the date sent by overnight mail or three days
after the date sent by certified mail.
The addresses of the parties are as follows:
If to You:
Christopher Weems
15 Burgundy Circle
Boiling Springs, P A 17007
Initial:
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@2005321 Henderson Receivables Limited Partnership
Ifto Us:
321 Henderson Receivables Limited Partnership
2215-B Renaissance Drive
Suite 5
Las Vegas, NV 89119
Attention: Vice President - Operations
12. Past Actions. Anything either You or We did or said before this Agreement was signed
will not affect Your or Our rights under this Agreement in any way.
13. Exoenses. Except as otherwise affirmatively set forth in this Agreement, You and We
agree that we will each pay our respective costs and expenses in connection with the carrying out of this
Agreement.
14. Headin!!s. The section and subsection headings contained in this Agreement are for
reference purposes only and will not affect in any way the meaning or interpretation of this Agreement.
15. Counteroarts. One or more originals of this Agreement may be signed with Your or Our
signature. When put together they will make one agreement and the Agreement will be considered signed
by all parties that need to sign. A facsimile signature will be considered an original.
16. Assi!!nment. We and anyone to whom We assign this Agreement may assign Our right,
title and interest in and to this Agreement, the Annuity and the Assigned Assets without Your approval.
You and We agree that if there is an assignment by Us to someone else, We shall not be responsible to
You. You must look only to the person or company that We assign this Agreement to for any payment (for
example, of the Purchase Price) and performance of this Agreement. When asked by Us or any assignee,
You will sign and deliver any such documents as We may require to perform this transaction, as assigned.
Initial: t:Il/I
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8
@l005 321 Henderson Receivables Limited Partnership
17. Your soouse. You and Your spouse are fully aware of Your rights in the Assigned
Assets. You and Your spouse fully give up those rights. You and Your spouse understand that by selling
the Assigned Assets to Us, You and Your spouse are not receiving the same amount of money as You
would if You waited for all of the scheduled Payments of the Assigned Assets but, rather, are receiving a
discounted value in return for receipt of the Purchase Price immediately. You and Your spouse have valid
reasons for selling the Assigned Assets. You and Your spouse fully understand the terms of the Purchase
Agreement and understand that the sale of the Assigned Assets is final. You also understand that Your
spouse gives up any property right he or she may have in the Assigned Assets that Your spouse could claim
because of Your marriage.
18. Entire Al!reement. This Agreement and the Exhibits and other documents You signed
make up the entire understanding and agreement between You and Us about this Agreement. This
Agreement replaces all prior agreements, whether written or oral, about this Agreement. This Agreement
may not be changed unless in a writing signed by You and Us.
19. Limitation of Liabilitv of Buver. You understand that Our liability to You under this
Agreement is strictly limited to the requirement to pay the Purchase Price and under no circumstances will
We be responsible for consequential damages.
20. Court Aooroval. You understand that court approval is required for this transfer.
You agree to cooperate with us to obtain such court approval.
21.
Exhibits.
Attached to this Purchase Agreement are the following Exhibits:
Exhibit "A"
List of What Payments We are Buying.
Intending to be legally bound, You and We have signed this Agreement as of the date at the top of
the first page of this Agreement.
321 HENDERSON RECEIVABLES LIMITED
PARTNERSHIP
<:3IGN HERE I
Spouse
Sworn to and s.,\~s~ed () :hJrr
before me this ~~y of Y.300S
QU1\O~I~~~\tlH~
Notary
COMMONWEALTH OF PENNSYLvANIA
Notarial Seal Public
Alrnee L. PaukoVlts, NO~~ CountY
City of Harrisburg, ?aup 17 2007
My Commission Expires Apr. .
9
@2005 321 Henderson Receivables Limited Partnership
Exhibit A
We are hereby purchasing from You under the Annuity:
A) 1 payment of$46,350.00 on 4/24/2009
~~-/
Christopher eems
~IGN HERE I
STATE OFPP<; ~ . ',_ :
COUNTY OF lX::Lu.f11...-U" ') :
On this ~ay of())rJb V, 206 before me, the above signed personally appeared before me, personally known to
me to be the person whose name is subscribed to the within instrument and acknowledged to me that he executed it.
(W1w~~.\l~~
Notary
COMMONWEALTH OF PENNSYLVANIA
'i~t~)1"la; Seal
i~lmt:; , Notary Public
City of li;;-,l.;;>.','g Dauphin COlUlty
My Commlsslor, L.9ircs Apr. 17,2007
EXHIBIT "C"
EXHIBIT "D"
SCHEDULE 1
DISCLOSURE STATEMENT
PLEASE BE ADVISED THAT THE PROPOSED TRANSACTION IS A
SALE, NOT A LOAN, AND THAT YOU WILL BE SELLING ALL RIGHTS
AND TITLE TO THE ASSIGNED ASSETS ONCE THIS TRANSACTION
IS CONSUMMATED. PLEASE BE ADVISED THAT YOU MAY BE
SUBJECT TO ADVERSE FEDERAL AND STATE INCOME TAX
CONSEQUENCES AS A RESULT OF THE PROPOSED TRANSACTION.
YOU SHOULD CONSULT YOUR OWN COUNSEL, ACCOUNTANT, OR
FINANCIAL ADVISOR REGARDING ANY FEDERAL OR STATE
INCOME TAX CONSEQUENCES ARISING FROM THE PROPOSED
TRANSFER.
YOUR PURCHASE PRICE WAS DERIVED ASSUMING A DISCOUNT
RATE SIGNIFICANTLY HIGHER THAN THE PRIME INTEREST RATES
CHARGED BY COMMERCIAL BANKS, THEREFORE, WE URGE YOU
TO EXPLORE ALL FINANCIAL OPTIONS.
WE WILL PURCHASE FROM YOU A) 1 payment of $46,350.00 on
4/24/2009
THE AGGREGATE AMOUNT OF THE PURCHASED PAYMENTS IS
$46,350.00.
THE DISCOUNTED PRESENT VALUE OF THE AGGREGATE
PAYMENTS AT 5.00% IS $39,073.94. THE DISCOUNTED PRESENT
VALUE IS THE CALCULATION OF THE CURRENT VALUE OF THE
TRANSFERRED STRUCTURED SETTLEMENT PAYMENTS UNDER
FEDERAL STANDARDS FOR VALUING ANNUITIES. THE GROSS
AMOUNT PAYABLE TO SELLER IS $28,000.00.
THE FOLLOWING EXPENSES ARE INCURRED BY THE SELLER
(YOU) AND WILL BE DEDUCTED FROM THE PURCHASE PRICE:
COMPLIANCE AND ADMINISTRATIVE FEE: $500.00
THE NET AMOUNT PAYABLE TO THE SELLER(YOU) IS $27,500.00.
NO OTHER EXPENSES ARE INCURRED BY YOU.
SCHEDULE 1. PAGE 2
THE DISCOUNTED PRESENT VALUE OF PAYMENTS SHALL BE
CALCULATED AS FOLLOWS: THE APPLICABLE FEDERAL RATE
USED IN CALCULATING THE DISCOUNTED PRESENT VALUE IS
5.00%.
THE EFFECTIVE ANNUAL DISCOUNT RATE FOR THIS
TRANSACTION IS 16.09%. THE CASH PAYMENT YOU RECEIVE IN
THIS TRANSACTION FROM US WAS DETERMINED BY APPLYING
THE SPECIFIED EFFECTIVE ANNUAL DISCOUNT RATE,
COMPOUNDED MONTHLY, TO THE TOTAL AMOUNT OF FUTURE
PAYMENTS TO BE RECEIVED BY US, LESS THE TOTAL AMOUNT OF
COMMISSIONS, FEES, COSTS, EXPENSES AND CHARGES PAYABLE
BY YOU.
THE NET AMOUNT THAT YOU WILL RECEIVE FROM US IN
EXCHANGE FOR YOUR FUTURE STRUCTURED SETTLEMENT
PAYMENTS REPRESENTS 70.40% OF THE ESTIMATED CURRENT
VALUE OF THE PAYMENTS BASED UPON THE DISCOUNTED VALUE
USING THE APPLICABLE FEDERAL RATE.
THE QUOTIENT OBTAINED BY DIVIDING THE NET PAYMENT BY
THE DISCOUNTED PRESENT VALUE IS 70.40%.
BASED ON THE NET AMOUNT THAT YOU WILL RECEIVE FROM US
AND THE AMOUNTS AND TIMING OF THE STRUCTURED-
SETTLEMENT PAYMENTS THAT YOU ARE TURNING OVER TO US,
YOU WILL, IN EFFECT, BE PAYING INTEREST TO US AT A RATE OF
16.09% PER YEAR. THE NET AMOUNT PAID TO YOU (THE PAYEE)
BY US (THE TRANSFEREE) REPRESENTS AN ESTIMATE OF THE
FAIR MARKET VALUE OF THE FUTURE PERIODIC PAYMENTS
TRANSFERRED UNDER THE STRUCUTRED SETTLEMENT
AGREEMENT.
SCHEDULE 1. PAGE 3
NOTICE OF CANCELLATION RIGHTS:
YOU MAY CANCEL THIS TRANSACTION AT ANY TIME PRIOR TO
5:00 P.M. OF THE TWENTY-FIRST DAY FOLLOWING THE LATER OF
THE EXECUTION OF THE PURCHASE AGREEMENT, OR THE DATE
THE PAYEE BECOMES OBLIGATED UNDER THE PURCHASE
AGREEMENT WITHOUT PENALTY OR FURTHER OBLIGATION.
THIS CANCELLATION RIGHT CANNOT BE WAIVED IN ANY
MANNER.
TO CANCEL, YOU MUST PROVIDE WRITTEN NOTICE TO THE
TRANSFEREE. WRITTEN NOTICE SHOULD BE MAILED OR
DELIVERED TO THE ADDRESS BELOW BY 5:00 P.M. OF
(THE TWENTY-FIRST DAY FOLLOWING THE TRANSACTION). IT IS
BEST TO MAIL IT BY CERTIFIED MAIL, RETURN RECEIPT
REQUESTED, AND TO KEEP A PHOTOCOPY OF THE SIGNED FORM
AND YOUR POST OFFICE RECEIPT. ADDRESS TO WHICH
CANCELLATION IS TO BE RETURNED:
321 HENDERSON RECEIVABLES LIMITED PARTNERSHIP
2215-B RENAISSANCE DRIVE
SUITE 5
LAS VEGAS, NV 89119
ATTENTION: VICE PRESIDENT - OPERATIONS
IMPORTANT NOTICE: YOU ARE STRONGLY URGED TO CONSULT
WITH AN ATTORNEY WHO CAN ADVISE YOU OF THE POTENTIAL
TAX CONSEQUENCES OF THIS TRANSACTION.
SCHEDULE 1. PAGE 4
PLEASE BE ADVISED THERE ARE NO PENAL TIES OR LIQUIDATED
DAMAGES PAY ABLE BY YOU IN THE EVENT OF ANY BREACH OF
THE TRANSFER AGREEMENT BY YOU. THERE ARE NO BROKERS
COMMISSIONS, SERVICE CHARGES, APPLICATION FEES,
PROCESSING FEES, CLOSING COSTS, FILING FEES,
ADMINISTRATIVE FEES, LEGAL FEES, NOTARY FEES AND OTHER
COMMISSIONS, FEES, COSTS, EXPENSES AND CHARGES PAYABLE
BY YOU OR DEDUCTED FROM GROSS AMOUNT OTHERWISE
PAYABLE TO YOU OTHER THAN THE COMPLIANCE AND
ADMINISTRATIVE FEE.
IF YOU BELIEVE YOU WERE TREATED UNFAIRLY OR WERE
MISLED AS TO THE NATURE OF THE OBLIGATIONS YOU ASSUMED
UPON ENTERING INTO THIS AGREEMENT, YOU SHOULD REPORT
THOSE CIRCUMSTANCES TO YOU LOCAL DISTRICT ATTORNEY OR
THE OFFICE OF THE ATTORNEY GENERAL.
THE EFFECTIVE DATE OF THE TRANSFER AGREEMENT SHALL BE
DEEMED TO BE THE DATE THAT THE AGREEMENT WAS SIGNED
BY THE YOU (PAYEE).
PLEASE BE ADVISED THAT PAYMENT TO YOU PURSUANT TO THE
TRANSFER AGREEMENT IS CONTINGENT UPON COURT APPROVAL
OF THE TRANSFER AGREEMENT.
PLEASE BE ADVISED THAT PAYMENT TO YOU WILL BE DELAYED
UP TO 30 DAYS OR MORE IN ORDER FOR THE COURT TO REVIEW
AND APPROVE THE TRANSFER AGREEMENT.
BY SIGNING BELOW YOU ARE CONFIRMING RECEIPT OF THIS
DISCLOSURE AT LEAST 10 DAYS PRIOR TO RECEIPT OF THIS
CONTRACT.
/Iu,k;J;V~
Christop:W~ems ~IGN HERE I
EXHIBIT "D"
321
HENDERSON RECEIVABLES
LIMITED PARTNERSHIP
October 28, 2005
Erie Family Life Insurance Company
100 Erie Insurance Place
Erie, PA 16530
Attn: Legal Department/Structured Settlements
Erie Insurance Exchange
Erie Insurance Exchange
100 Erie Insurance Place
Erie, PA 16530
Attn: Legal Department/Structured Settlements
RE: Notice of Sale/Assignment of Payment Rights
Your Contract #: 605-744
Payee: Christopher Weems
SS #: 194-66-1382
Dear Insurer:
Please be advised that 321 Henderson Receivables Limited Partnership and/or its successors and
assigns, have entered into a transaction with the above-referenced annuitant who is seeking to
transfer certain of his/her rights to the payments scheduled to be received under the above-
referenced annuity policy. We are currently seeking court approval pursuant to the applicable
structured settlement transfer statute. Pursuant to the statute, please note the following
information about the Purchaser:
321 Henderson Receivables Limited Partnership
40 Morris Ave
Bryn MawrPA 19010
Tax ID #88-0513 I 64
PLEASE NOTE: No payments under this annuity should be held until the courts have entered a
final order and we have forwarded this order to you.
Very truly yours,
By:
President
2215-B RENAISSANCE DRIVE. suite 5. LAS VEGAS, NV 89119
PHONE: 800-454-9368. FAX: (215) 567-7525' E-MAIL: JGW@IGWFUNDING.COM
WEB SITE: WWW.JGWFUNDlNG.COM
IN RE: CHRISTOPHER WEEMS
:IN THE COURT OF COMMON PLEAS
:CUMBERLAND COUNTY, PENNSYLVANIA
:NO:
VERIFICATION
I, LAWRENCE J. ROSEN on behalfofCHRlSTOPHER WEEMS, hereby verify
that the information contained in the foregoing Complaint is true and correct to the best
of my knowledge, information and belief. I also understand that false statements made
herein are subject to the penalties of 18 Pa. C.S. S 4904, relating to unsworn falsification
to authorities.
DATE: / / / 7 /0 1-
/ /
~C2
, re e J. Rosen
IN RE: CHRISTOPHER WEEMS
:IN THE COURT OF COMMON PLEAS
:CUMBERLAND COUNTY, PENNSYLVANIA
:NO:
CERTIFICATE OF SERVICE
~
, ,
AND NOW, this 2- day of II! C '
,2005, I, Lawrence 1. Rosen, on behalf of
Krevsky & Rosen, P.c. for Plaintiff, Christopher Weems, hereby certify that I have this day
served a copy of this Complaint in the above-captioned matter, by First Class U.S. Mail, on the
following:
Erie Family Life Insurance Company
100 Erie Place
Erie, PA 16530
Attention: Legal Department/Structured Settlements
Erie Insurance Exchange
100 Erie Insurance Place
Erie, PA 16530
32 I Henderson Receivables
40 Morris A venue
Bryn Mawr, PAl 901 0
/2
a e e J. Rosen
1 101 North Front Street
Harrisburg, P A 17102
(717) 234-4583
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:IN THE COURT OF COM
:CUMBERLAND COUNTY, PENNSYLVANIA
REC EI vY:T) .Ay
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NOV ] 6 L005
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IN RE: CHRISTOPHER WEEMS
:NO: O~ - .{qlfo
C;oJ/~
RULE
AND NOW, this ;l.htday of~, 2005, upon consideration ofthe within Petition
for Partial Transfer of Structured Settlement Pursuant to Structured Settlement Protection Act,
40 P.S. 4000, Et. Sec., a Rule is hereby issued upon Erie Family Life Insurance Company, Erie
Insurance Exchange and 321 Henderson Receivables, L.P. to show cause why said Petition
should not be granted.
RULE RETURNABLE FOR HEARING the f67L day of Z:Jt-,~
~ 0:>("
2.oo? at 3~30 p, M. in Courtroom No. i in the Cumberland County Court House,
Carlisle, Pennsylvania.
BY THE COURT:
1.
Distribution:
Lawrence J. Rosen, Esquire, 1101 North Front Street, Hbg, PA 17102
Christopher Weems, 15 Burgandy Circle, Boiling Springs, P A 17007
Erie Family Life Insurance Company, 100 Erie Insurance Place, Erie,
Legal Department/Structured Settlements
Erie Insurance Exchange, 100 Erie Insurance Place, Erie, PA 16530
321 Henderson Receivables, 40 Morris Avenue, Bryn Mawr, PA 19010
A 16530; Attention:
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IN RE: CHRISTOPHER WEEMS : IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION - LAW
NO. 05-5916 CIVIL TERM
ORDER OF COURT
AND NOW, this 2th day of December, 2005, due to a conflict in the court's
schedule, the hearing on the Petition for Partial Transfer of Structured Settlement
Pursuant To Structured Settlement Protection Act, 40 P.S. 4000, et seq., previously
scheduled for Wednesday, January 18, 2006, at 3:30 p.m., in Courtroom No.1, is
transferred to Courtroom No.5, Cumberland County Courthouse, Carlisle, Pennsylvania,
before the Honorable M.L. Ebert, Jr.
BY THE COURT,
011,
J. es ey Oler, Jr., J.
Lawrence J. Rosen, Esq.
Christopher Weems
Erie Family Life Insurance Company
Erie Insurance Exchange
321 Henderson Receivables
r:rJf- 65 (( . -. '..1 ,,-. ~
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IN RE: CHRISTOPHER WEEMS
:IN THE COURT OF COMMON PLEAS
:CUMBERLAND COUNTY, PENNSYLVANIA
:NO: 05-5916
ORDER
AND NOW, this I ~i~ day of ::S.." 0Q {'~ ' 2006, the Court having considered the
Petition of Christopher Weems for the transfer of st ctured settlement payment nghts pursuant
to Act 200-1 (40 P.S. 4001, et seq.): And the interested.parties to this action as defined by 40
P.S. 4002 being:
I. The Payee: Christopher Weems
15 Burgundy Circle
Boiling Springs, P A 17007
2. Annuity Policy Owner: Erie Insurance Exchange
100 Erie Insurance Place
Erie, PA 16530
3. Annuity Policy Issuer: Erie Family Life Insurance Company
100 Erie Insurance Place
Erie, PA 16530
4. Transferee: 321 Henderson Receivables
40 Morris A venue
Bryn Mawr, PA 19010
The Court, upon such Petition hereby makes the following findings:
I. The transfer sought to be approved complies with the requirements of the Structured
Settlement Protection Act, 40 P.S 4000, et seq. And will not contravene any other
applicable law;
2. Not less than ten (10) days prior to the date on which Petitioner first incurred any
obligation with respect to the transferee, 321 Henderson Receivables has provided to
Christopher Weems a disclosure statement as required by Pennsylvania Statute 40 P.S.
4003(a)(2);
3. The transfer does not contravene any Federal or State statute or the Order of any court or
responsible administrative authority.
,
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4. The best interests of Christopher Weems, taking into account his welfare and support
renders the transfer appropriate;
5. 321 Henderson Receivables has served written notice, including its name, address, and
tax identification number, to the structured settlement obligor and has served written
notice a required by Pennsylvania Statute 40 P .S. 4004 upon all interested parties, none of
whom have objected to the transfer.
Based on the foregoing findings, it is hereby ORDERED AND DECREED that the
transfer of structured settlement payments rights, as described in the purchase agreement filed
with the Petition in this matter, is hereby APPROVED, and no party to this proceeding shall
hereafter refuse to honor this approved transfer.
Erie Family Life Insurance Company and Erie Insurance Exchange are hereby
AUTHORIZED to remit the assigned payments payable to Christopher Weems: One (1)
payment of forty six thousand three hundred and fifty dollars ($46,350.00) on April 24,
2009 to the following address:
321 Henderson Receivables Limited Partnership
P.O. Box 7780-4244
Philadelphia, P A 19182-4244
This Order is entered without prejudice to Erie Family Life Insurance Company and
Erie Insurance Exchange and the Court makes no finding regarding the enforcability of any
non-assignment provision(s) contained in the original settlement agreement or related documents.
This Order in no way modifies or negates the ownership or control of the underlying contract
inuring to Erie Family Life Insurance Company and Erie Insurance Exchange.
BY THE COURT:
~
J.
Distribution:
Law.rence J. Rosen, Esquire, 1101 North Fro?t Street,Harrisburg, PA 1710i>cc I~~ 9,~,n
Chnstopher Weems, 15 Burgundy CIrcle, BOIlmg Spnngs, PA 17007 j '. f
Erie Family Life Insurance Company, 100 Erie Insurance Place, Erie, PA 16530,' Attention].' ( _,
CUf'l! "'''U ''''
Legal Department/Structured Settlements /
Erie Insurance Exchange, 100 Erie Insurance Place, Erie, PA 16530
321 Henderson Receivables, 40 Morris A venue, Bryn Ma"T, P A 19010 CDff mallet:!