HomeMy WebLinkAbout05-6010
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
CARLISLE SYNTEC INCORPORATED,
a Delaware corporation,
Plaintiff,
v.
RONALD D. HEAD, an individual,
Defendant
CIVIL DIVISION
No. tJS-MJ/O r;q;J
Code:
COMPLAINT IN EOUlTY
Filed on behalf of Plaintiff,
CARLISLE SYNTEC INCORPORATED, a
Delaware Corporation
Counsel of Record for this Party:
Maria Greco Danaher, Esquire
PA 1.0. No. 47036
Emai!: mdanaher@dmclaw.com
Brett W. Farrar, Esquire
PA 1.0. No. 79217
Email: bfarrar@dmclaw.com
Dickie, McCamey & Chilcote, P.c.
Two PPG Place, Suite 400
Pittsburgh, P A 15222-5402
Telephone: 412-281-7272
Fax: 412-392-5367
David A. Baric, Esquire
PA 1.0. No. 44853
Email: dbaric@obslaw.com
O'Brien, Baric & Scherer
19 West South Street
Carlisle, P A ] 7013
Telephone: 717-249-6873
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
CARLISLE SYNTEC INCORPORATED, ) CIVIL DIVISION
a Delaware corporation, )
)
Plaintiff, ) No.
)
v. ) Code:
)
RONALD D. HEAD, an individual, )
)
Defendant )
NOTICE TO DEFEND
YOU HAVE BEEN SUED IN COURT. IF YOU WISH TO DEFEND AGAINST
THE CLAIMS SET FORTH IN THE FOLLOWING PAGES, YOU MUST TAKE
ACTION WITHIN TWENTY (20) DAYS AFTER THIS COMPLAINT AND NOTICE
ARE SERVED BY ENTERING A WRITTEN APPEARANCE PERSONALLY, OR BY
AN ATTORNEY, AND FILING IN WRITING WITH THE COURT YOUR DEFENSES
OR OBJECTIONS TO THE CLAIMS SET FORTH AGAINST YOU. YOU ARE
WARNED THAT IF YOU FAIL TO DO SO, THE CASE MAY PROCEED WITHOUT
YOU AND A JUDGMENT MAYBE ENTERED AGAINST YOU BY THE COURT
WITHOUT FURTHER NOTICE FOR ANY MONEY CLAIMED IN THE COMPLAINT
OR FOR ANY CLAIM OR RELIEF REQUESTED BY THE DEFENDANT. YOU MAY
LOSE MONEY OR PROPERTY OR OTHER RIGHTS IMPORT ANT TO YOU.
YOU SHOULD TAKE THIS PAPER TO YOUR LAWYER AT ONCE. IF YOU
DO NOT HAVE OR KNOW A LAWYER, THEN YOU SHOULD GO TO OR
TELEPHONE THE OmCE SET FORTH BELOW TO FIND OUT WHERE YOU CAN
GET LEGAL HELP.
Lawyer Referral Service
Cumberland County Bar Association
32 South Bedford Street
Carlisle, PA 17013
(717) 249-3166
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
CARLISLE SYNTEC INCORPORATED,
a Delaware corporation,
Defendant
) CIVIL DIVISION
)
)
) No.
)
) Code:
)
)
)
)
Plaintiff,
v.
RONALD D. HEAD, an individual,
COMPLAINT IN EQUITY
AND NOW, comes Plaintiff, Carlisle SynTec Incorporated, by and through its attorneys,
Dickie, McCamey & Chilcote, P.c., and files this Complaint in Equity, averring as follows:
THE PARTIES
I. Plaintiff Carlisle SynTec Incorporated (hereinafter Carlisle) is a corporation
organized and existing under the laws of the State of Delaware with its headquarters and
principal place of business at 1285 Ritner Highway, Carlisle, PA 17013.
2. Defendant Ronald D. Head (hereinafter Head) is an individual residing at 2803
Sunset Court, P.O. Box 179, Grantham, PA 17027.
VENUE AND JURISDICTION
3. Plaintiff Carlisle has its principal place of business in and regularly conducts
business in Cumberland County, Pennsylvania.
4. Defendant Head resides in Cumberland County, Pennsylvania.
I
5. This Court is an appropriate venue for this Complaint in Equity and this Court can
exercise jurisdiction over the Defendant Head.
STATEMENT OF FACTS RELATING TO ALL COUNTS
6. Plaintiff is the industry leader in the formulating, development, manufacturing,
and selling of Thermoplastic Polyolefin (TPO) roofing systems in the commercial roofing market
through out the United States. TPO roofing products are made from plastic resins combined with
certain chemicals to enhance fire and weather resis1ance and extruded into sheets which are
utilized to cover roofs on commercial structures.
7. Although TPO products employ plastic resms as a common component, TPO
products differ in quality by manufacturer throughout the TPO market. This variance between
manufacturers' products can be attributed to differences in manufacturing processes, methods
and techniques, as well as differences in inventions, formula, including chemical composition,
and research.
8. The reputation of Carlisle for its innovative formulating, development,
manufacturing, and installation of TPO commercial roofing products IS widely known, and
Carlisle has built up substantial good will in this area. In fact, Carlisle's TPO roofing products
have an industry leading market share and reputation due to their performance characteristics,
including weathering ability, fire resistance, ultra violet resistance, ease of use by roofing
contractors and superior quality of installation and finished product. This good will is directly
attributed to Carlisle's manufacturing processes, methods and techniques, as well as product
research and innovation.
9. Because of Carlisle's excellent performance history and strong reputation in the
industry, Carlisle has substantial good will in the market which has enabled it to develop a
2
significant and diverse customer base and to compile and develop specialized and confidential
information relating to bidding, sales, costs, overhead, margins, unit pricing, labor productivity
rates, marketing strategies and other experiential data relating to TPO commercial roofing
products, all of which give Carlisle a valuable competitive business advantage in the TPO
commercial roofing market and industry.
10 Defendant Head was employed by Carlisle on June 2. 1998. On that same date,
Head executed a Confidentiality Agreement with Carlisle as a condition to his employment
which provides that during the course of his employment with Carlisle, Head would be exposed
to secret and confidential information which, if known to competitors, would injure Carlisle; that
Head would hold in strict confidence and not reveal to any person, firm or corporation the
information; that Head would not use the information for his own benefit; that upon leaving
Carlisle, Head would not take any written materials and information belonging to or relating to
the affairs of Carlisle; and that prior to leaving Carlisle, Head would deliver to Carlisle
information, data and materials in his possession or control belonging to or relating to the affairs
of Carlisle. (Exhibit A, Confidentiality Agreement)
II. Head's most recent position with Carlisle was TPO Sales & Marketing Manager.
As such, he was in charge of promoting and spearheading the TPO product line for Carlisle to
existing and potential customers. In his position of TPO Sales and Marketing Manger, Head was
exposed to, and was entrusted with, Carlisle's confidential and secret information related to,
among other things, the confidential and proprietary formulations for the TPO products, research
and product innovation, and confidential manufacturing processes regarding the same. In
addition, Head was exposed to, and was entrusted with, Carlisle's confidential information
relating to bidding, sales, costs, overhead, margins, unit pricing, maTketing strategies and other
experiential data. All of this informa1ion that Head was exposed to and entrusted with
3
(collectively the Confidential Trade Secret Information) is analyzed and relied upon in Carlisle's
TPO business.
12. The Confidential Trade Secret Information was safeguarded by Carlisle, was not
generally known to the public and derived actual and independent economic value from not
being generally known to, and not being readily ascertainable by proper means by, other persons
who could obtain economic value from its disclosure or use.
13. Head knew and understood that the Carlisle Confidential Trade Secret
Information was highly valuable to Carlisle and was not to be disclosed to unauthorized third
parties.
14. On or about October 20,2005, Head's employment with Carlisle was terminated.
15. It has since been discovered that Head, prior to his termination, and while still
employed by Carlisle, was seen in Carlisle's office on a weekend making copies of unidentified
documents, which, upon belief, are, or were at some time, in Head's possession, custody and
control. Carlisle is concerned that such documents contain Confidential Trade Secret
Information which is highly valuable to Carlisle's business.
16. Carlisle has requested Head to return the unidentified documents to Carlisle and
has further requested that no further copies of such documents remain in his possession, custody
and control. The documents have not been returned to date.
17. Further, it has been discovered that after Head's departure from Carlisle, Head has
been hired by GAF Materials Corporation (hereinafter GAF) to act as Director, Marketing,
Single Ply Systems, which would include TPO roofing systems. GAF is a direct competitor with
Carlisle in the TPO market and industry. At the time of Head's hire by GAF, GAF was aware
that Head had knowledge of, and understood, Carlisle's Confidential Trade Secret Information.
4
18. As such to the extent that Head's job duties relate to TPO roofing products,
Head's job responsibilities and knowledge to perform the same at GAF are the same as when
working for Carlisle.
19. By virtue of his intimate knowledge of the Confidential Trade Secret Information,
including but not limited to, Carlisle's confidential and proprietary formulations for TPO
products, research and product innovation, and confidential manufacturing processes, as well as
bidding, sales, costs, overhead, margins, unit pricing, marketing strategies and other experiential
data regarding the same, Head is unable to perform his job duties with GAF and its TPO product
line without improperly and inevitably using, drawing on, or disclosing the Carlisle Confidential
Trade Secret Information.
20. Upon information and belief, Head already has, or inevitably will, improperly use
and/or rely upon Carlisle's Confidential Trade Secret Information for his own benefit to the harm
and detriment of Carlisle.
21. Accordingly, the use and reliance upon the Carlisle Confidential Trade Secret
Information by Head has allowed and will continue to allow him to unfairly compete with
Carlisle without the burden of developing such information and data over time as Carlisle did.
22. Upon information and belief, Head will, unless enjoined and restrained, continue
to unfairly compete with Carlisle relying upon Carlisle Confidential Trade Secret Information in
direct competition with Carlisle.
23. Unless the relief requested herein by Carlisle is granted, Carlisle will suffer
immediate, serious and irreparable harm, including, but not limited to, damage to its business
reputation and good will. Carlisle is without an adequate remedy at law.
5
COUNT I
MISAPPROPRIATION OF TRADE SECRETS
(Ronald D. Head)
24. The averments of paragraphs I through 23 hereof are incorporated herein by
reference as if set forth in their entirety.
25. As set forth above, while employed by Carlisle, Head had access to and came to
possess all of the Confidential Trade Secret Information of Carlisle all of which derived actual
and/or potential economic value from not being generally known to, and not being readily
ascertainable by proper means by, other persons who can obtain economic value from its
disclosure or use.
26. Head had and has a statutory obligation pursuant to the Pennsylvania Uniform
Trade Secrets Act (the "Act"), 12 Pa.C.S. ~ 5301 et. seq., not to misappropriate the Carlisle
Confidential Trade Secret Information.
27. By engaging in the conduct described above, Head has improperly and unlawfully
disclosed, used and relied upon, and continues to improperly and unlawfully disclose, use and
rely upon Carlisle's Confidential Trade Secret Information, knowing or having reason to know
that the Carlisle Confidential Trade Secret Information was acquired by him under circumstances
giving rise to a duty on his part to maintain its secrecy and limit its use, for his own financial
benefit and/or the financial benefit of GAF without the express or implied consent of Carlisle.
28. By engaging in the conduct described above, Head has intentionally, willfully,
and maliciously misappropriated and misused the Carlisle Confidential Trade Secret Information
in violation of the Act.
29. As a result of this conduct, Carlisle has suffered and, unless Head is enjoined and
restrained as requested, will continue to suffer immediate, serious and irreparable harm for which
Carlisle has no adequate remedy at law.
6
WHEREFORE, Carlisle requests that an injunction issue pursuant to 12 Pa.C.S.
~5303(a), preliminarily until final hearing and permanently thereafter:
a. enjoining and restraining Head from using for himself and/or
others, including, but not limited to, GAF and/or divulging to
others, including, but not limited to, GAF, any Confidential
Trade Secret Information of Carlisle;
b. enjoining and restraining Head from unfairly competing with
Carlisle reI ying upon Carlisle Confidential Trade Secret
Information;
c. ordering Head to rerum and account for any and all Confidential
Trade Secret Information of Carlisle in his possession or control
including that information which Head has heretofore disclosed or
provided to third parties;
d. ordering Head to return and account for any and all Confidential
Trade Secret Information of Carlisle in his possession or control
including that information which Head copied and removed from
Carlisle prior to his termination;
e. enjoining and restraining Head from becoming employed and/or
retained by GAF;
f. ordering Head to pay to Carlisle compensatory damages, costs and
attorneys' fees in excess of $35,000 in this action; and
g. awarding Carlisle such other and further relief as this Court may
deem just and proper.
COUNT II
BREACH OF CONTRACT
(Ronald D. Head)
30. The averments of paragraphs I through 29 hereof are incorporated herein by
reference as if set forth in their entirety.
31. Under the express terns and conditions of the June 2, 1998 Confidentiality
Agreement between Carlisle and Head, Head agreed that he would hold in strict confidence and
not reveal to any person, firm or corporation Carlisle's Confidential Trade Secret Information;
that he would not use this information for his own benefit; that upon leaving Carlisle, he would
not take any written materials and information belonging to or relating to the affairs of Carlisle;
7
and that prior to leaving Carlisle, he would deliver to Carlisle information, data and materials in
his possession or control belonging to or relating to the affairs of Carlisle. (Exhibit A,
Confidentiality Agreement)
32. By engaging in the conduct described in this Complaint, Head has materially
breached the terms and conditions of the Confidentiality Agreement. Said breaches have directly
resulted in Carlisle suffering financial damages which have exceeded $35,000.
33. Despite these material breaches, Head has refused to remedy his failure to adhere
to the terms of the Confidentiality Agreement.
WHEREFORE, Carlisle demands judgment against Head in an amount in excess of
$35,000, plus interest, attorney's fees, costs, and any other amounts deemed appropriate by this
Court.
Respectfully submitted,
Respectfully submitted,
, McCAMEY ~ "COTE, P.C.
, ;(114-
Maria Greco Danaher, Esqui
PA. I.D. #47036
Brett W. Farrar, Esq.
PA. I.D. #79217
B
B
David A. Baric, Esquire
PA I.D. No. 44853
Two PPG Place, Suite 400
Pittsburgh, PA 15222-5402
(412) 281-7272
Attorneys for Plaintiff
19 West South Street
Carlisle, PA 17013
(717) 249-6873
Attorneys for Plaintiff
8
VERIFICATION
I, N,c,l1ol,k) -1. SH-€I/R'?
, of Carlisle SynTec Incorporated, have read the
foregoing Complaint in Equity. The statements therein are correct to the best of my personal
knowledge or information and belief.
This statement and verification is made subject to the penalties of 18 Pa. C.S.A. S 4904
relating to unsworn falsification to authorities, which provides that if I make knowingly false
statements, I may be subject to criminal penalties.
^-/ ~
DATED
'I/'L-I/O("
r
~:
Carlisle Synlec Systems
emmm -
C.'Uale SynTec Systems
D1Ylaion of Carlisle Corporation
P. O. Box 7000 .
CarlIS,., PA 17013
(717) 245-7000
This letter, in duplicate, will serve as an agreement between you and this Company covering
some important terms of your employment. The word "Company" wherever used herein shall
be deemed to' include any company or corporation which is affiliated with Carlisle SynTec
Systems.
You realize that, in the course of your employment, the Company will necessarily reveal to you,
or you may develop, confidential information which, if known to its competitors, would be
likely to injure the Company in its business.
In consideration of your employment by the Company, and the payment of compensation during
such employment, it is understood and agreed as follows:
1. That you will hold to strict confidence and not reveal to any person, firm, or
corporation, or use for your own benefit any secret or confidential information obtained
during the course of your employment with the Company relating to sales, sales volume
or strategy. past or present customers, number or location of salesmen, cost data and
other financial information contracts and other agreements of a legal nature,
manufacturing methods, processes, techniques, machines, formula, products,
improvements, inventions, or research belonging to or relating to the affairs of the
Company, without first obtaining the written permission of an officer of the Company.
2. That upon leaving the employ of the Company, you will not take with you any written
drawings. photographs, or other recorded or reproduced materials belonging to or
relating to the affairs of the Company. Prior to leaving the Company and not
withstanding the circumstances surrounding your departure, you will deliver to the
Company all notes, notebooks and other data and materials in your possession or under
your control. belonging to or relating to the affairs of the Company.
3. That yoll will promptly and fully disclose, in writing to the head of the department in
which you are employed or to whomever else may be designated by the Company, any
and all inventions, conceived, discovered or made by you (whether alone or jointly with
others) while in the employ of the Company. This duty of disclosure shall appiy to
inventions conceived while you are employed by The Technical Connection but not
disclosed or executed until after terminaiion oftbat employment. This duty of disclosure
shall be obligatory whether or not the work resulting in the invention took place during
your regular hours of work. This duty of disclosure shall be obligatory if the invention
directly or indirectly related to or is capable of being used i~ conn~tion with (a) the
business of the Company, or (b) products, processes; 'or:machines lieiitg developed for
Exhibit "A"
r
r-
"
,
future use of the. Company.
,
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...._~..__.J?l\>>; .ilJ~~,yOYI.~~)~J.~!1t',~'1l ;'l.:s..{f<l'!lf'ro... . ),'1&0. ..-.--
pursuant to aragrap ereo a w c lrect y or m lrec y re ate to or may be
capable of being used in connection with the business of the Company; and you will
assist the Company and its attorneys in handling patent application or any other matters
connected with the transfer of the invention to the Company and the protection of the
Company's proprietary interest therein.
5. During your employment with the Company you will not engage in any other
employment or activities that conflict with or impair your obligations of confidentiality
or loyalty as an employee of the Company.
6, You understand that this Agreement does not bind you to continue in the employ of the
Company and does not bind the Company to continue your employment.
1. This Agreement shall be governed by the laws of the Commonwealth of Pennsylvania
and shall be binding upon you, your heirs, legal representatives and assigns. In the event
of your violation or threatened violation of nay of the terms hereof. the Company shall
be entitled to enforce this Agreement by way of injunction in addition to any other
remedies it maf1i:i: entitled 10 either at law or equity. In the event that any provision of
the Agreement is declared unenforceable or yoid, the remainder of this Agreement shall
continue in full force and effect.
8, This Agreement shall be executed in two counterparts. one of which shall be delivered
to the Company and the other to the Employee.
CARLISLE SYNTEC SYSTEMS
Accepted: ?~f)'}L/
Date: b -J -'17f
CONFroEN."l!CI'
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IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
CARLISLE SYNTEC INCORPORATED,
a Delaware corporation,
CIVIL DIVISION
No. oS' WID
Plaintiff,
Code:
v.
RONALD D. HEAD, an individual
MOTION FOR PRELIMINARY
OR SPECIAL INJUNCTION
Defendant
Filed on behalf of Plaintiff,
CARLISLE SYNTEC INCORPORATED,
a Delaware Corporation
Counsel of Record for this Party:
Maria Greco Danaher, Esquire
PA LD. No. 47036
Email: mdanaher@dmclaw.com
Brett W. Farrar, Esquire
PA I.D. No. 79217
Email: bfarrar@dmclaw.com
Dickie, McCamey & Chilcote, P.c.
Two PPG Place, Suite 400
Pittsburgh, P A 15222-5402
Telephone: 412-281-7272
Fax: 412-392-5367
David A. Baric, Esquire
PA LD. No. 44853
Email: dbaric@obslaw.com
O'Brien, Baric & Scherer
19 West South Street
Carlisle, P A 17013
Telephone: 717-249-6873
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
Defendant
) CIVIL DIVISION
)
)
) No.
)
) Code:
)
)
)
)
CARLISLE SYNTEC INCORPORATED,
a Delaware corporation,
Plaintiff,
v.
RONALD D. HEAD, an individual,
MOTION FOR PRELIMINARY OR SPECIAL INJUNCTION
AND NOW comes Plaintiff, Carlisle SynTec Incorporated (hereinafter Carlisle) by its
attorneys, Dickie, McCamey & Chilcote, P.c., and files this Motion for Preliminary or Special
Injunction averring as follows:
1. In support of this Motion for Preliminary or Special Injunction, Plaintiff
incorporates herein its Complaint In Equity filed in this action as if the same were fully set forth
herein at length.
2. A proposed Order of Court is attached.
WHEREFORE, Carlisle moves this Honorable Court for a Preliminary or Special
Injunction against Defendant Ronald D. Head (hereinafter Head)
a. enjoining and restraining Head from using for himself and/or
others, including, but not limited to, GAF and/or divulging to
others, including but not limited to, GAF, any Confidential
Trade Secret Information of Carlisle;
b. enjoining and restraining Head from unfairly competing with
Carlisle relying upon Carlisle Confidential Trade Secret
Information;
c. ordering Head to return and account for any and all Confidential
Trade Secret Information of Carlisle in his possession or control
including that information which Head has heretofore disclosed
or provided to third parties;
d. ordering Head to return and account for any and al1 Confidential
Trade Secret Information of Carlisle in his possession or control
including that information which Head copied and removed from
Carlisle prior to his termination;
e. enjoining and restraining Head from becoming employed and/or
retained by GAF;
f. awarding Carlisle such other and further relief as this Court may
deem just and proper.
Respectful1y submitted,
::C~71~PC;07
Maria Greco Danaher, Esquire I
PA. 1.0. #47036
Brett W. Farrar, Esq.
PA. 1.0. #79217
Two PPG Place, Suite 400
Pittsburgh, PA 15222-5402
(412) 281-7272
OB~AIDjJ7fi,
By 'U1Uw
David A. Baric, Esquire
PA 1.0. No. 44853
19 West South Street
Carlisle, P A 17013
(717) 249-6873
Attorneys for Plaintiff
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
Defendant
) CIVIL DIVISION
)
)
) No.
)
) Code:
)
)
)
)
CARLISLE SYNTEC INCORPORATED,
a Delaware corporation,
Plaintiff,
v.
RONALD D. HEAD, an individual,
ORDER OF COURT
AND NOW, to-wit, this
day of November, 2005, upon consideration of
Plaintiffs Motion for Preliminary or Special Injunction ("Motion"), IT IS ORDERED that said
Motion be and hereby is GRANTED and it is hereby ORDERED, ADJUDGED and DECREED
that:
Defendant Ronald D. Head is hereby ENJOINED, DIRECTED AND RESTRAINED:
a. from using for himself, and/or divulging to others, all Confidential
Trade Secret Information (as defined in the Complaint In Equity)
of Carlisle;
b. from unfairly competing with Carlisle relying upon
Carl isle Confidential Trade Secret Information (as defined
in the Complaint in Equity);
c. from Head becoming employed and/or retained by GAF;
d. to return and account for any and all Confidential Trade Secret
Information of Carlisle in his possession or control including that
information which Head has heretofore disclosed or provided to
third parties;
e. to return and account for any and all Confidential Trade Secret
Information of Carlisle in his possession or control including that
information which Head copied and removed from Carlisle prior
to his termination.
A hearing on the continuance of the injunction shall be held before the Court on
at
BY THE COURT,
2
CERTIFICATE OF SERVICE
I hereby certify that on November 22,2005, I, David A. Baric, Esquire of O'Brien, Baric
& Scherer, did serve a copy ofthe Motion For Preliminary Or Special Injunction, by first class
U.S. mail, postage pTepaid, to the party listed below, as follows:
Ronald D. Head
1803 Sunset Court
P.O. Box 179
Gr,.tlomP&::t /;1.
David A. Baric, Esquire
,~...~.
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.
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IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
CARLISLE SYNTEC INCORPORATED,
a Delaware Corporation,
CIVIL DIVISION
Plaintiff
)
)
)
)
)
)
)
)
NO. 05-6010
v.
RONALD D. HEAD, an individual,
Defendant
MOTION FOR EXPEDITED DISCOVERY
AND NOW, comes Plaintiff, Carlisle SynTec Incorporated (heTeinafteT Carlisle), by its
attorneys, Dickie, McCamey & Chilcote, P.C., and files this Motion For Expedited Discovery
averring as follows:
I. On or about November 21,2005, Plaintiff filed a verified Complaint in Equity and
on November 22, 2005, filed a Motion For Preliminary or Special Injunction along with other
related pleadings seeking pTeliminary and permanent relief to, inter alia, prohibit Defendant
Ronald D. Head (hereinafter Head) from disclosing, divulging or using Plaintiffs Confidential
Trade Secret Information.
2. On November 22,2005, Plaintiff forwarded its First Set OfInterrogatories and
Request For Production Of Documents to the Defendant. (A true and correct copy of which is
attached hereto as Exhibit A.)
3. Discovery on an expedited basis is needed so that Plaintiff may adequately
prepaTe for the hearing on Plaintiffs Motion For Preliminary or Special Injunction.
4. In further support of this Motion, Plaintiff incorporates herein by reference the
averments of the verified Complaint in Equity and Motion for Preliminary or Special Injunction
as if the same were fully set forth herein at length.
5. Accordingly, Plaintiff respectfully requests that the Court order discovery taken
on the following expedited basis:
(a) discovery, including but not limited to, document
productions and depositions (including depositions of Head
and GAF Materials Corporation's personnel, officers
and/or agents) is permitted to begin immediately;
(b) responses to served discovery requests, induding, but not
limited to Plaintiff's First Set of Interrogatories and
Requests for Production of Documents, shall be served
within three (3) business days of service;
(c) noticed depositions shall commence within three (3)
business days of notice;
(d) Defendant shall produce the documents and things set forth
and defined in Plaintiff's First Set of Interrogatories and
Requests for Production of Documents by 9:00 a.m. on
Wednesday, November 25, 2005, at the offices of Dickie,
McCamey and Chilcote, P.c. located at Two PPG Place,
Suite 400, Pittsburgh, PA 15222;
(e) Defendant shall produce all Computer Data responsive to
Plaintiff's First Set of Interrogatories and Requests for
Production of Documents at the same place and time as set
forth in subparagraph (d); and
(f) Defendant shall maintain and protect in their present state
from destruction, deletion, modification, or alteration each
and every of the Computer Data, as defined in Plaintiff's
First Set of Interrogatories and Requests for Production of
Documents, within his possession, custody and/or control.
2
6. A proposed Order of Court is attached.
Respectfully submitted,
:J;i:/:f7!/C
Maria Greco Danaher, Esquire
PA. LD. #47036
Brett W. Farrar, Esq.
PA. LD. #79217
Two PPG Place, Suite 400
Pittsburgh, P A 15222-5402
(412) 281-7272
BARI~&W
By j~
David A. Baric, Esquire
PA LD. No. 44853
19 West South Street
Carlisle, PA 17013
(717) 249-6873
Attorneys for Plaintiff
3
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
CARLISLE SYNTEC INCORPORATED,
a Delaware corporation,
Defendant
) CIVIL DIVISION
)
)
) No.
)
) Code:
)
)
)
)
Plaintiff,
v.
RONALD D. HEAD, an individual
ORDER OF COURT
AND NOW, to-wit, this __ day of November, 2005, upon consideration of Plaintiffs
Motion for Expedited Discovery, it is hereby ORDERED that said Motion be and hereby is
GRANTED. It is further ORDERED that:
(a) discovery, including bu1 not limited to, document
productions and depositions (including depositions of Head
and GAF MateTials Corporation's personnel, officers
and/or agents) is permitted to begin immediately;
(b) responses to served discovery requests, induding, but not
limited to Plaintiff's First Set of Interrogatories and
Requests for Production of Documents, shall be served
within three (3) business days of service;
(c) noticed depositions shall commence within three (3)
business days of notice;
(d) Defendant shall produce the documents and things set forth
and defined in Plaintiff s First Set of Interrogatories and
Requests for Production of Documents by 9:00 a.m. on
Wednesday, November 25, 2005, at the offices of Dickie,
McCamey and Chilcote, P.C. located at Two PPG Place,
Suite 400, Pittsburgh, P A 15222;
(e) Defendant shall produce all Computer Data responsive to
Plaintiff s First Set of Interrogatories and Requests for
Production of Documents at the same place and time as set
forth in subparagraph (d); and
(f) Defendant shall maintain and protect in their present state
from destruction, deletion, modification, or alteration each
and every of the Computer Data, as defined in Plaintiff's
First Set of Interrogatories and Requests for Production of
Documents, within his possession, custody and/or control.
BY THE COURT,
J.
2
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLV ANlA
CARLISLE SYNTEC INCORPORATED,
a Delaware corporation,
CIVIL DIVISION
Plaintiff,
No.
v.
Code:
RONALD D. HEAD, an individual,
Defendant
PLAINTIFF'S FIRST SET OF
INTERROGATORIES AND REQUESTS
FOR PRODUCTION OF DOCUMENTS
Filed on behalf of Plaintiff,
CARLISLE SYNTEC INCORPORATED,
a Delaware Corporation
Counsel of Record for this Party:
Maria Greco Danaher, Esquire
PA I.D. No. 47036
Email: mdanaher@dmc1aw.com
Brett W. Farrar, Esquire
PA I.D. No. 79217
Email: bfarrar@dmclaw.com
Dickie, McCamey & Chilcote, P.c.
Two PPG Place, Suite 400
Pittsburgh, P A 15222-5402
Telephone: 4] 2-28] -7272
Fax: 412-392-5367
David A. Baric, EsquiTe
PA I.D. No. 44853
Email: dbaric@obslaw.com
O'Brien, Baric & Scherer
] 9 West South Street
Carlisle, PA 17013
Telephone: 717-249-6873
EXHIBIT A
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
CARLISLE SYNTEC INCORPORATED,
a Delaware corporation,
Defendant
) CIVIL DIVISION
)
)
) No.
)
) Code:
)
)
)
)
Plaintiff,
v.
RONALD D. HEAD, an individual
PLAINTIFF'S FIRST SET OF INTERROGATORIES
AND REOUESTS FOR THE PRODUCTION OF DOCUMENTS
AND NOW comes Plaintiff, Carlisle SynTec IncorpoTated (heTeinafter Carlisle), by its
attorneys, Dickie, McCamey & Chilcote, P.c. and pursuant to the Pennsylvania Rules of Civil
Procedure serves the following First Set Of Interrogatories and Requests For The Production of
Documents (collectively "Discovery Requests") upon Defendant, Ronald D. Head. As these
Discovery Requests are made in order to prepare for the hearing on Plaintiffs Motion for
Preliminary or Special Injunction, Plaintiff requests a response to these Discovery Requests on or
before November 25 2005, or as otherwise directed by this Court.
GENERAL INSTRUCTIONS
1. Each Discovery Request must be answered in full and under oath.
2. Where any knowledge or information in Defendant's possession is requested,
such request includes information in the custody, possession or control of Defendant's
employees, agents, consultants, attorneys, accountants, associated or related organizations,
entities and/or predecessors in interest, and all other representatives.
3. Whenever a Discovery Request is framed in the conjunctive, it also shall be taken
in the disjunctive, and vice versa.
4. Whenever a Discovery Request is framed in the singular, it shall also be taken in
the plural, and vice versa.
5. The use of any tense of any verb shall be considered to include within its meaning
all other tenses of the verb.
6. To the extent that you consider any of these Discovery Requests or subparts
1hereof to be objectionable, answer that portion of the Discovery Request or subpart thereof to
which Defendant has no objection. Separately identify the portion of the Discovery Request or
subpart thereof to which Defendant lodges an objection and state the specific grounds on which
you base the objection. For any response wherein information or documents are withheld OT
qualified under a claim of privilege, specify the nature and specific factual basis of the claim of
privilege and identify each person who has the knowledge to respond to the Discovery Request
for which a privilege is being asserted.
7. If a refusal to answeT a Discovery Request is stated on the grounds of
burdensomeness, identify the number and nature of inquiries needed to be made and/or
documents needed to be searched, the location of the persons and/or location and present
custodian of the documents, and the estimated number of hours and the cost which would be
requiTed to conduct the inquiries and/oT search.
8. Defendant is obligated to conduct a reasonable inquiry in order to answer each
Discovery Request and if, thereafter, Defendant still is unable to respond, state all efforts made
by Defendant to obtain the requested information. In the event that Defendant's answer to any
2
Discovery Request is "Do No1 Know" or "Unknown" or any other similar phrase or answer,
explain in detail all efforts made by Defendant to obtain an answer to that Discovery Request.
9. These Discovery Requests are continuing in nature and your answers must be
modified or supplemented promptly if and when Defendant obtain relevant information falling
within the scope of these Discovery requests in addition to or in any way inconsistent with
Defendant's answeT to any Discovery Request.
DEFINITIONS
A. The term "person" shall mean natural persons, firms, proprietorships,
associations, partnerships, corporations and every other type of organization or entity, whether
governmental or private.
B. The terms "document" or "documents" whenever used heTein shall be construed in
the broadest sense under the Pennsylvania Rules of Civil Procedure and includes any written
recorded, or graphic matter, however produced or reproduced, including but not limited to
correspondence (whether or not sent), electronic mail, telegrams, telexes, and other written
communications, contracts, agreements, valuations, evaluations, invoices, notes, memoranda,
ledgers, books of record, journals, analyses, telephone records, work papers, drawings,
specifications, diaries, calendars, microfilm, floppy disks or other computer disks, computer
t.apes, computer printouts, ph010copies, slides, motion pictures, video tapes, audio tapes,
electronic data, minutes of meeting, drawings, designs or any other writings, including copies of
any of the foregoing, now in t.he possession, custody or cont.rol of plaintiff or its attorneys,
accountants, directors, officers, employees, agents or representatives. See Rule 4009(a)( I);
C. The term "identify", when referring to a person or persons, means to state the
current name, address and telephone number of the person about whom the information is
3
sought. When referring to individuals, please state the name of their present or last-known
employer, their office or title, if any, and their job description. Also, please state the nature and
dates of their affiliation with any party to this litigation and their office or title, job description
and duties during such affiliation.
D. The term "identify", when used with respect to an act (including an alleged
omission), communication, occurrence, statement or conduct (herein collectively called "act"),
means to:
(I) describe the substance of the event or events constituting
such act and state the date when, and place where, such act
occurred;
(2) identify every person participating in such act;
(3) identify all other persons (if any) present when such act
occurred;
(4) state whether any document relating or referring to, or
reflecting, such act was made;
(5) state whetheT such document now exists; and
(6) identify the person or persons presently having possession,
custody or control of each such document.
E. The term "identify", when referring to a document, means to provide, as to each
document, the following information:
(I) its description (e.g., letter, report, memorandum, etc.)
(2) its date;
(3) its title, if it has one, all identifying numbers, if any, all
other identifying or categorizing designations, and a brief
description of it (such as letter, memorandum, manuscript,
notes, e1c.);
(4) its subject matter;
4
(5) the name, title and address of each person who wrote,
signed, initialed, dictated or otherwise participated in the
creation of the document;
(6) the name, title and address of each addressee, and of each
other person receiving a copy of it;
(7) its present location, and the name and address of its present
custodian;
(8) if the document is not an original, the name and address of
the custodian of the original; and
(9) any other designation necessary to sufficiently identify the
document so that a copy of it may be oTdered OT obtained
from its custodian.
If any such document was but is no longer in your possession, custody or control, or in
existence, state its present location or the date and manner of its disposition.
F. The term "including" shall mean "including without limitation".
G.. The terms "relate", "refer", "reflect" and any forms thereof shall be construed in
the broadest sense to mean constituting, reflecting, representing, supporting, contradicting,
referring to, stating, describing, recording, noting, embodying, containing, mentioning, studying,
analyzing, discussing, evaluating, or relevant to. As indicated, the terms necessarily include
information which is in opposition to as well as in support of your position(s) and claim(s) in this
action.
H. The term "communication" shall mean any transmission of information the
information transmitted, and any process by which infonnation is transmitted, and shall include
written communications and oral communications.
1. "Head" shall refer to Defendant, Ronald D. Head.
J. Other than specified differently herein, all capitalized terms shall have the
meaning ascribed 10 them in the verified Complaint in Equity.
5
INTERROGATORIES
1. Identify all fact witnesses Defendant may call at the hearing on Plaintiff s Motion
for Preliminary or Special Injunction and describe in detail the facts to which they will provide
testimony.
ANSWER:
2. Identify each person whom Defendan1 has consulted or retained as an expert for
purposes of this litigation. With respect to each expert so identified: (a) provide a complete
statement of all opinions 10 be expressed by your expert and the basis and the reasons for such
opinions; (b) identify the data or information the expert considered in forming the opinion; (c)
identify any exhibits to be used as a summary of or support for the opinion; (d) describe the
expert's qualifications; (e) provide a list of all publications authorized by the expert witness
within the preceding ten years; (f) state the amoun1 of compensation to be paid for the expert's
study and testimony; and (g) list all other cases in which the expert has testified at trial or by
deposition within the preceding four years.
ANSWER:
3. Identify all exhibits Defendant may seek to introduce into evidence at the hearing
on Plaintiffs Motion for Preliminary or Special Injunction.
ANSWER:
4. Identify all communications by and between Head and GAF regarding the
Confidential Trade Secret Information of Carlisle, as defined in paragraph 13 of the Complaint in
Equity.
ANSWER:
6
5. Identify all communications by and between Defendant and any other person(s)
regarding the Confidential Trade Secret Information of Carlisle, as defined in paragraph 13 of
the Complaint in Equity.
ANSWER:
6. Identify aU communications by and between Head and GAF regarding Head's
employment application to GAF, prospective employment with GAF, interview(s) for
employment with GAF, GAP's offer of employment to Head, Head's acceptance of employment
offer from GAF, GAF's decision to offer employment to Head, GAF's offer of employment to
Head and/or any other communication related to Head's employment with GAF.
ANSWER:
7. Identify aU Confidential Trade Secret Information of Carlisle, as defined in
paragraph 13 of the Complaint in Equity, in Head's possession, custody and/or control as of
October 20, 2005 and/or at any time thereafter.
ANSWER:
8. Identify Head's current tille with GAF and any other titles Head has held with
GAF at any time.
ANSWER:
7
9. Identify and describe in detail Head's current job description, duties and/or
responsibilities as an employee of GAP.
ANSWER:
10. Identify Head's current supervisor(s) and any other supervisor(s) to whom Head
reported during his employment with GAP.
ANSWER:
11. Identify all individuals supervised, diTectly OT indiTectly, by Head at any lime
during his employment with GAP.
ANSWER:
12. Identify all personal computers (including, but not limited to, home computers
and/or laptop computers) which Head has used in the past six (6) months, including the make,
model and present location of same.
ANSWER:
8
13. Identify all computers issued and/or assigned to Head by GAF (including, but not
limited to, desktop computers and/or laptop computers) which Head has used in the past six (6)
months, including the make, model and present location of same.
ANSWER:
14. Identify all PDAs, Blackberry devices and/or any other portable electronic
devices issued and/oT assigned to Head by GAF which Head has used in the past six (6) months,
including the make, model and present location of same.
ANSWER:
15. Identify all cell phone providers, cell phone numbers, and all local and long
distance telephone providers used by Head during the previous 6 months.
ANSWER:
16. Identify all internet and e-mail accounts utilized by Head during the previous 6
months.
ANSWER:
9
17. Identify all communications by and between Head and GAF regarding Head's
Confidentiality Agreement with Plaintiff.
ANSWER:
II. DOCUMENTS AND THINGS REOUESTED
A. Documents and things to be produced by Defendant at the offices of Dickie,
McCamey and Chilcote, PC located at Two PPG Place, Suite 400, Pittsburgh, PA 15222 on or
before November 25, 2005. Unless otherwise specified in 1he Definitions, capitalized terms shall
have the meaning ascribed to them as set forth in the verified Complaint in Equity.
1. All documents, including but not limited to, correspondence, memoranda, data, e-
mail OT other communications and Computer Data, as defined herein, that relate to Head's
employment with GAF and/or Head's performance of duties while at GAP.
RESPONSE:
2. All documents referring or relating in any way to Plaintiff or its business, business
operations, strategies, bids, the Confidential Trade Secret Information and all documents and
tangible things which Head copied and/or received, either directly or indirectly, from Plaintiff in
Head's possession, custody and/or control within the past six (6) months.
RESPONSE:
3. All documents or things which are or relate to the property of Plaintiff including
the Confidential TTade Secret Infonnation.
RESPONSE:
4. All (personal and business) day planners, date books, calendars and/or diaries of
Head since May 1, 2005.
RESPONSE:
5. All documents referring or relating to any communications between and/or among
Head and OAF relating in any way to Plaintiff or its business, business operations, strategies,
bids and/or the Confidential Trade Secret Infonnation
RESPONSE:
6. All documents reflecting, referring and/or relating to the infonnation and data
used by and/or relied upon by Head in the performance of his duties as an employee of OAF.
RESPONSE:
7. All cell phone records in the name of Head from May I, 2005 to present.
RESPONSE:
2
8. All documents reflecting and/or relating to all internet service providers utilized
by Head from May 1,2005 to present.
RESPONSE:
9. All documents reflecting and/or related to, all business plans, strategic plans,
financial statements, financial statements, financial models, business projections, growth
projections, market research and/or the creation and/or operation and/or business activities of
GAF since it employed Head.
RESPONSE:
10. All documents in any way related to the answers provided to the Interrogatories
set forth above.
RESPONSE:
B. Comuuter Data to be produced by Defendant at the offices of Dickie, McCamey
and Chilcote, PC located at Two PPG Place, Suite 400, Pittsburgh, PA 15222 on or before
November 25,2005.
3
1. All Computer Data, including any computer(s) (PC's, laptops, or other computer
devices, hard drives, servers, tapes, and/or networks), PDAs and/or Blackberry devices that are
within Head's possession or control upon which Head has performed any work or has
transmitted or inputted any information including, but not limited to, information in any way
reflecting, regarding and/or related to the Confidential Trade Secret Information and/or anything
related to the Requests for the Production of Documents and Interrogatories set forth above.
RESPONSE:
Respectfully submitted,
DICKIE, McCAMEY & CHILCOTE, P.c.
By
Maria Greco Danaher, Esquire
PA. LD. #47036
Brett W. Farrar, Esq.
PA. J.D. #79217
Two PPG Place, Suite 400
Pittsburgh, PA 15222-5402
(412) 281-7272
O'BRIEN, BARIC & SCHERER
By
David A. Baric, Esquire
PA J.D. No. 44853
19 West South Street
Carlisle, P A 170 \3
(717) 249-6873
Attorneys for Plaintiff
4
CERTIFICATE OF SERVICE
I hereby certify that a true and correct copy of the foregoing First Se1 of Interrogatories
and Requests for Production of documents was served upon Defendant by U.S. First Class,
postage prepaid on this
day of November, 2005 at the following addresses:
Ronald D. Head
1803 Sunset Court
P. O. Box 179
Grantham, PA 17017
Counsel for Plaintiff
CERTIFICATE OF SERVICE
I hereby certify that on November 22, 2005, I, David A. Baric, Esquire of O'Brien, Baric &
Scherer, did serve a copy of the Motion For Expedited Discovery, by first class U.S. mail, postage
prepaid, to the party listed below, as follows:
Ronald D. Head
1803 Sunset Court
P.O. Box 179
G=<>='P:5:;1 / d
David A. Baric, Esquire
_.-"e'"
,
T1
:::-1
;-....
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
CARLISLE SYNTEC INCORPORATED,
a Delaware corporation,
Plaintiff,
v.
RONALD D. HEAD, an individual,
Defendant
CIVIL DIVISION
No.
Code:
EMERGENCY MOTION TO COMPEL
DEFENDANT TO PRODUCE
COMPUTERS FOR FORENSIC
EXAMINATION
Filed on behalf of Plaintiff,
CARLISLE SYNTEC INCORPORATED, a
Delaware Corporation
Counsel of Record for this Party:
Maria Greco Danaher, Esquire
PA LD. No. 47036
Email: mdanaher@dmc1aw.com
Brett W. Farrar, Esquire
PA LD. No. 79217
Email: bfarrar@dmc1aw.com
Dickie, McCamey & Chilcote, P.c.
Two PPG Place, Suite 400
Pittsburgh, P A 15222-5402
Telephone: 412-281-7272
Fax: 412-392-5367
David A. Baric, Esquire
PA I.D. No. 44853
Email: dbaric@obslaw.com
O'Brien, Baric & Scherer
19 West South Street
Carlisle, PA 17013
Telephone: 717-249-6873
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
Defendant
) CIVIL DIVISION
)
)
) No.
)
) Code:
)
)
)
)
CARLISLE SYNTEC INCORPORATED,
a Delaware corporation,
Plaintiff,
v.
RONALD D. HEAD, an individual,
EMERGENCY MOTION TO COMPEL DEFENDANT TO PRODUCE COMPUTERS
FOR FORENSIC EXAMINATION
AND NOW COMES Plaintiff, CARLISLE SYNTEC INCORPORATED ("Carlisle"), by
its counsel, Dickie, McCamey & Chilcote, P.C., and pursuant to the Pennsylvania Rules of Civil
Procedure, moving this Honorable Court to Compel Defendant to Produce Computers for Forensic
Examination and in support thereof states as follows:
1. On November 21, 2005, Plaintiff filed a verified Complaint in Equity and served a
Motion for Preliminary or Special Injunction along with other related pleadings seeking limited
preliminary and permanent relief to inter alia, prohibit Defendant Ronald D. Head from disclosing,
divulging or using Plaintiffs' Confidential Trade Secret Information. In further support of this
Motion, Plaintiff incorporates herein by reference the averments of the Complaint as if the same
were fully set forth herein at length. All capitalized terms shall have the meaning ascribed to them
in the Complaint unless otherwise designated.
2. Discovery on an expedited basis is needed so that Plaintiff may adequately prepare
for a Hearing on its Motion for Preliminary or Special Injunction.
.
3. The immediate recovery and preservation of the computer data in the possession
and control of Defendant is of critical importance because while he was employed by Plaintiff, Head
performed work on behalf of Plaintiff which works entailed his use of Plaintiffs Confidential
Trade Secret Information.
4. In addition to written and documentary discovery, Plaintiff seeks to secure the
computers used by Defendant so that Plaintiffs computer consultant may make an electronic
image copy of the hard drive(s) in order to perform forensic analysis of the same.
5. Making an electronic image copy of the Defendant's computer drives is essential to
conducting a full and complete search for and examination of the computer data within the
possession, custody and control of the Defendant. An electronic image of the computer drives
creates an exact replica of the physical drive(s) in question as of that time. The electronic image
can then be searched while the original can be escrowed so that data alteration does not occur.
6. By making an electronic image of the drive(s) Plaintiffs consultant can search
through the files, documents and images, etc. contained within the vast cyberspace of the
computer drive without altering key properties of the source such as time of last access, time of
last modification etc. Commonly, when a file is opened by an application, certain properties are
automatically overwritten to indicate that they have been changes. This has the potential of
destroying evidence.
7. In addition, the electronic image can be manipulated to allow for recovery of lost,
damaged or deleted files, file fragments and hidden files created by applications such as web-
browsing or e-mailing.This recovered information can provide valuable information as to the
process by which potential evidence was acquired or created, manipulated, and in some cases,
deliberately or accidentally deleted.
2
8. Moreover, forensic evaluation of the physical image can help determine whether
there was good faith compliance with the terms of the Discovery Order. For instance, a
sophisticated user may be able to delete and then forensically wipe clean the evidence, but rarely
can the fact that this has been done be hidden from a seasoned investigator. Every user has a
recognizable pattern of usage that can be used to establish a profile of that user. Unexplained gaps
in the patterns can indicate variations in behavior suggestive of deliberate attempts to alter or delete
what may be evidence. Such gaps cannot be detected except through examination of the
electronic forensic image.
9. Accordingly, making an electronic image of the computer hard drive(s) of the
Defendant IS the only way to ensure that Plaintiff is afforded a full and fair opportunity to
examine, inspect and analyze Defendant's computers for evidence of the presence of Plaintiffs
Confidential Trade Secret Information and/or other discoverable evidence.
10. Moreover, it would be unfair and prejudicial to permit Defendant, or even
Defendant's computer consultants to search, on their own, for categories of information sought
and refuse to permit Plaintiff to make and retain the electronic image of the entire hard drive(s).
This would be as prejudicial to the interests of justice as it would be if the police in executing a
search warrant on a target's home for contraband let the target conduct the search alone and
report the results to the police.
11. Any concerns for the protection of information on these computers that is not
related to this case can be solved with the entry of a protective order.
12. Accordingly, Plaintiff respectfully requests that the Court enter an Order to compel
Defendant to make each and every computer within his possession, custody and control
immediately available to Plaintiff and/or Plaintiffs computer consultant so that Plaintiffs
3
computer consultant can make electronic image copies of those computer hard drive(s) and
perform forensic examination and investigation of the same.
17. A proposed Order of Court is attached.
Respectfully submitted,
::C~#7I,P)7
Maria Greco Danaher, Esquire '
PA. LD. #47036
Brett W. Farrar, Esq.
PA. LD. #79217
Two PPG Place, Suite 400
Pittsburgh, PA 15222-5402
(412) 281-7272
:~~?;1,
David A. Baric, Esquire
PA LD. No. 44853
19 West South Street
Carlisle, PA 17013
(717) 249-6873
Attorneys for Plaintiff
4
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
Defendant
) CIVIL DIVISION
)
)
) No.
)
) Code:
)
)
)
)
CARLISLE SYNTEC INCORPORATED,
a Delaware corporation,
Plaintiff,
v.
RONALD D. HEAD, an individual,
ORDER OF COURT
AND NOW, to-wit, this __ day of
, 2005, upon consideration of
Plaintiff's Emergency Motion to Compel Defendant to Produce Computers for Forensic
Examination, it is hereby ORDERED that said Motion be and hereby is GRANTED. It is further
ORDERED that Defendant Ronald D. Head is directed to immediately make each and every
computer within his possession, custody and control available to Plaintiff and/or Plaintiff's
computer consultant on or before the close of business on
,so that
Plaintiff's computer consultant can make electronic image copies of those computer hard drive( s)
and perform forensic examination and investigation of the same.
BY THE COURT,
CERTIFICATE OF SERVICE
I hereby certify that on November 22,2005, I, David A. Baric, Esquire of O'Brien, Baric
& Scherer, did serve a copy of the Emergency Motion To Compel Defendant To Produce
Computers For Forensic Examination, by first class U. S. mail, postage prepaid, to the party listed
below, as follows:
Ronald D. Head
1803 Sunset Court
P.O. Box 179
Grantham, Pen sylvania 17017
David A. Baric, Esquire
'n
f'_,:;
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
CARLISLE SYNTEC INCORPORATED,
a Delaware corporation,
Plaintiff,
v.
RONALD D. HEAD, an individual,
Defendant
CIVIL DIVISION
No. tJS-~/)IO eq;J
Code:
COMPLAINT IN EOUlTY
Filed on behalf of Plaintiff,
CARLISLE SYNTEC INCORPORATED, a
Delaware Corporation
Counsel of Record for this Party:
Maria Greco Danaher, Esquire
PA LD. No. 47036
Email: mdanaher@dmclaw.com
Brett W. Farrar, Esquire
PA LD. No. 79217
Email: bfarrar@dmclaw.com
Dickie, McCamey & Chilcote, P.C.
Two PPG Place, Suite 400
Pittsburgh, PA 15222-5402
Telephone: 412-281-7272
Fax: 412-392-5367
David A. Baric, Esquire
PA LD. No. 44853
Email: dbaric@obslaw.com
O'Brien, Baric & Scherer
19 West South Street
Carlisle, P A 17013
Telephone: 717-249-6873
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
CARLISLE SYNTEC INCORPORATED,
a Delaware corporation,
Defendant
) CIVIL DIVISION
)
)
) No.
)
) Code:
)
)
)
)
Plaintiff,
v.
RONALD D. HEAD, an individual,
NOTICE TO DEFEND
YOU HAVE BEEN SUED IN COURT. IF YOU WISH TO DEFEND AGAINST
THE CLAIMS SET FORTH IN THE FOLLOWING PAGES, YOU MUST TAKE
ACTION WITHIN TWENTY (20) DAYS AFTER THIS COMPLAINT AND NOTICE
ARE SERVED BY ENTERING A WRITTEN APPEARANCE PERSONALLY, OR BY
AN ATTORNEY, AND FILING IN WRITING WITH THE COURT YOUR DEFENSES
OR OBJECTIONS TO THE CLAIMS SET FORTH AGAINST YOU. YOU ARE
WARNED THAT IF YOU FAIL TO DO SO, THE CASE MAY PROCEED WITHOUT
YOU AND A JUDGMENT MAYBE ENTERED AGAINST YOU BY THE COURT
WITHOUT FURTHER NOTICE FOR ANY MONEY CLAIMED IN THE COMPLAINT
OR FOR ANY CLAIM OR RELIEF REQUESTED BY THE DEFENDANT. YOU MAY
LOSE MONEY OR PROPERTY OR OTHER RIGHTS IMPORT ANT TO YOU.
YOU SHOULD TAKE THIS PAPER TO YOUR LAWYER AT ONCE. IF YOU
DO NOT HAVE OR KNOW A LAWYER, THEN YOU SHOULD GO TO OR
TELEPHONE THE OFFICE SET FORTH BELOW TO FIND OUT WHERE YOU CAN
GET LEGAL HELP.
Lawyer Referral Service
Cumberland County Bar Association
32 South Bedford Street
Carlisle, PA 17013
(717) 249-3166
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
CARLISLE SYNTEC INCORPORATED,
a Delaware corporation,
Defendant
) CIVIL DIVISION
)
)
)
)
)
)
)
)
)
No. (:).)" J
(" OlD
lW'~
Plaintiff,
v.
Code:
RONALD D. HEAD, an individual,
COMPLAINT IN EOUlTY
AND NOW, comes Plaintiff, Carlisle SynTec Incorporated, by and through its attorneys,
Dickie, McCamey & Chilcote, P.c., and files this Complaint in Equity, averring as follows:
THE PARTIES
1. Plaintiff Carlisle SynTec Incorporated (hereinafter Carlisle) is a corporation
organized and existing under the laws of the State of Delaware with its headquarters and
principal place of business at 1285 Ritner Highway, Carlisle, PA 17013.
2. Defendant Ronald D. Head (hereinafter Head) is an individual residing at 2803
Sunset Court, P.O. Box 179, Grantham, PA 17027.
VENUE AND JURISDICTION
3. Plaintiff Carlisle has its principal place of business in and regularly conducts
business in Cumberland County, Pennsylvania.
4. Defendant Head resides in Cumberland County, Pennsylvania.
5. This Court is an appropriate venue for this Complaint in Equity and this Court can
exercise jurisdiction over the Defendant Head.
STATEMENT OF FACTS RELATING TO ALL COUNTS
6. Plaintiff is the industry leader in the formulating, development, manufacturing,
and selling of Thermoplastic Polyolefin (TPO) roofing systems in the commercial roofing market
through out the United States. TPO roofing products are made from plastic resins combined with
certain chemicals to enhance fire and weather resistance and extruded into sheets which are
utilized to cover roofs on commercial structures.
7. Although TPO products employ plastic resins as a common component, TPO
products differ in quality by manufacturer throughout the TPO market. This variance between
manufacturers' products can be attributed to differences in manufacturing processes, methods
and techniques, as well as differences in inventions, formula, including chemical composition,
and research.
8. The reputation of Carlisle for its innovative formulating, development,
manufacturing, and installation of TPO commercial roofing products IS widely known, and
Carlisle has built up substantial good will in this area. In fact, Carlisle's TPO roofing products
have an industry leading market share and reputation due to their performance characteristics,
including weathering ability, fire resistance, ultra violet resistance, ease of use by roofing
contractors and superior quality of installation and finished product. This good will is directly
attributed to Carlisle's manufacturing processes, methods and techniques, as well as product
research and innovation.
9. Because of Carlisle's excellent performance history and strong reputation in the
industry, Carlisle has substantial good will in the market which has enabled it to develop a
2
L
significant and diverse customer base and to compile and develop specialized and confidential
information relating to bidding, sales, costs, overhead, margins, unit pricing, labor productivity
rates, marketing strategies and other experiential data relating to TPO commercial roofing
products, all of which give Carlisle a valuable competitive business advantage in the TPO
commercial roofing market and industry.
10 Defendant Head was employed by Carlisle on June 2, 1998. On that same date,
Head executed a Confidentiality Agreement with Carlisle as a condition to his employment
which provides that during the course of his employment with Carlisle, Head would be exposed
to secret and confidential information which, if known to competitors, would injure Carlisle; that
Head would hold in strict confidence and not reveal to any person, firm or corporation the
information; that Head would not use the information for his own benefit; that upon leaving
Carlisle, Head would not take any written materials and information belonging to or relating to
the affairs of Carlisle; and that prior to leaving Carlisle, Head would deliver to Carlisle
information, data and materials in his possession or control belonging to or relating to the affairs
of Carlisle. (Exhibit A, Confidentiality Agreement)
11. Head's most recent position with Carlisle was TPO Sales & Marketing Manager.
As such, he was in charge of promoting and spearheading the TPO product line for Carlisle to
existing and potential customers. In his position of TPO Sales and Marketing Manger, Head was
exposed to, and was entrusted with, Carlisle's confidential and secret information related to,
among other things, the confidential and proprietary formulations for the TPO products, research
and product innovation, and confidential manufacturing processes regarding the same. In
addition, Head was exposed to, and was entrusted with, Carlisle's confidential information
relating to bidding, sales, costs, overhead, margins, unit pricing, marketing strategies and other
experiential data. All of this information that Head was exposed to and entrusted with
3
(collectively the Confidential Trade Secret Information) is analyzed and relied upon in Carlisle's
TPO business.
12. The Confidential Trade Secret Information was safeguarded by Carlisle, was not
generally known to the public and derived actual and independent economic value from not
being generally known to, and not being readily ascertainable by proper means by, other persons
who could obtain economic value from its disclosure or use.
13. Head knew and understood that the Carlisle Confidential Trade Secret
Information was highly valuable to Carlisle and was not to be disclosed to unauthorized third
parties.
14. On or about October 20,2005, Head's employment with Carlisle was terminated.
15. It has since been discovered that Head, prior to his termination, and while still
employed by Carlisle, was seen in Carlisle's office on a weekend making copies of unidentified
documents, which, upon belief, are, or were at some time, in Head's possession, custody and
control. Carlisle is concerned that such documents contain Confidential Trade Secret
Information which is highly valuable to Carlisle's business.
16. Carlisle has requested Head to return the unidentified documents to Carlisle and
has further requested that no further copies of such documents remain in his possession, custody
and control. The documents have not been returned to date.
17. Further, it has been discovered that after Head's departure from Carlisle, Head has
been hired by GAF Materials Corporation (hereinafter GAF) to act as Director, Marketing,
Single Ply Systems, which would include TPO roofing systems. GAF is a direct competitor with
Carlisle in the TPO market and industry. At the time of Head's hire by GAF, GAF was aware
that Head had knowledge of, and understood, Carlisle's Confidential Trade Secret Information.
4
18. As such to the extent that Head's job duties relate to TPO roofing products,
Head's job responsibilities and knowledge to perform the same at GAF are the same as when
working for Carlisle.
19. By virtue of his intimate knowledge of the Confidential Trade Secret Information,
including but not limited to, Carlisle's confidential and proprietary formulations for TPO
products, research and product innovation, and confidential manufacturing processes, as well as
bidding, sales, costs, overhead, margins, unit pricing, marketing strategies and other experiential
data regarding the same, Head is unable to perform his job duties with GAP and its TPO product
line without improperly and inevitably using, drawing on, or disclosing the Carlisle Confidential
Trade Secret Information.
20. Upon information and belief, Head already has, or inevitably will, improperly use
and/or rely upon Carlisle's Confidential Trade Secret Information for his own benefit to the harm
and detriment of Carlisle.
21. Accordingly, the use and reliance upon the Carlisle Confidential Trade Secret
Information by Head has allowed and will continue to allow him to unfairly compete with
Carlisle without the burden of developing such information and data over time as Carlisle did.
22. Upon information and belief, Head will, unless enjoined and restrained, continue
to unfairly compete with Carlisle relying upon Carlisle Confidential Trade Secret Information in
direct competition with Carlisle.
23. Unless the relief requested herein by Carlisle is granted, Carlisle will suffer
immediate, serious and irreparable harm, including, but not limited to, damage to its business
reputation and good will. Carlisle is without an adequate remedy at law.
5
l
COUNT I
MISAPPROPRIATION OF TRADE SECRETS
(Ronald D. Head)
24. The averments of paragraphs I through 23 hereof are incorporated herein by
reference as if set forth in their entirety.
25. As set forth above, while employed by Carlisle, Head had access to and came to
possess all of the Confidential Trade Secret Information of Carlisle all of which derived actual
and/or potential economic value from not being generally known to, and not being readily
ascertainable by proper means by, other persons who can obtain economic value from its
disclosure or use.
26. Head had and has a statutory obligation pursuant to the Pennsylvania Uniform
Trade Secrets Act (the "Act"), 12 Pa.C.S. ~ 5301 et. seq., not to misappropriate the Carlisle
Confidential Trade Secret Information.
27. By engaging in the conduct described above, Head has improperly and unlawfully
disclosed, used and relied upon, and continues to improperly and unlawfully disclose, use and
rely upon Carlisle's Confidential Trade Secret Information, knowing or having reason to know
that the Carlisle Confidential Trade Secret Information was acquired by him under circumstances
giving rise to a duty on his part to maintain its secrecy and limit its use, for his own financial
benefit and/or the financial benefit of GAF without the express or implied consent of Carlisle.
28. By engaging in the conduct described above, Head has intentionally, willfully,
and maliciously misappropriated and misused the Carlisle Confidential Trade Secret Information
in violation of the Act.
29. As a result of this conduct, Carlisle has suffered and, unless Head is enjoined and
restrained as requested, will continue to suffer immediate, serious and irreparable harm for which
Carlisle has no adequate remedy at law.
6
WHEREFORE, Carlisle requests that an injunction issue pursuant to 12 Pa.C.S.
~5303(a), preliminarily until final hearing and permanently thereafter:
a. enjoining and restraining Head from using for himself and/or
others, including, but not limited to, OAF and/or divulging to
others, including, but not limited to, GAF, any Confidential
Trade Secret Information of Carlisle;
b. enjoining and restraining Head from unfairly competing with
Carlisle relying upon Carlisle Confidential Trade Secret
Information;
c. ordering Head to return and account for any and all Confidential
Trade Secret Information of Carlisle in his possession or control
including that information which Head has heretofore disclosed or
provided to third parties;
d. ordering Head to return and account for any and all Confidential
Trade Secret Information of Carlisle in his possession or control
including that information which Head copied and removed from
Carlisle prior to his termination;
e. enjoining and restraining Head from becoming employed and/or
retained by GAF;
f. ordering Head to pay to Carlisle compensatory damages, costs and
attorneys' fees in excess of $35,000 in this action; and
g. awarding Carlisle such other and further relief as this Court may
deem just and proper.
COUNT II
BREACH OF CONTRACT
(Ronald D. Head)
30. The averments of paragraphs I through 29 hereof are incorporated herein by
reference as if set forth in their entirety.
31. Under the express terns and conditions of the June 2, 1998 Confidentiality
Agreement between Carlisle and Head, Head agreed that he would hold in strict confidence and
not reveal to any person, firm or corporation Carlisle's Confidential Trade Secret Information;
that he would not use this information for his own benefit; that upon leaving Carl isle, he would
not take any written materials and information belonging to or relating to the affairs of Carlisle;
7
and that prior to leaving Carlisle, he would deliver to Carlisle information, data and materials in
his possession or control belonging to or relating to the affairs of Carlisle. (Exhibit A,
Confidentiality Agreement)
32. By engaging in the conduct described in this Complaint, Head has materially
breached the terms and conditions of the Confidentiality Agreement. Said breaches have directly
resulted in Carlisle suffering financial damages which have exceeded $35,000.
33. Despite these material breaches, Head has refused to remedy his failure to adhere
to the terms of the Confidentiality Agreement.
WHEREFORE, Carlisle demands judgment against Head In an amount In excess of
$35,000, plus interest, attorney's fees, costs, and any other amounts deemed appropriate by this
Court.
Respectfully submitted,
, MCCAMEY: "COTE, P.c.
'~/4
Maria Greco Danaher, Esqui
PA. LD. #47036
Brett W. Farrar, Esq.
PA. LD. #79217
B
B
David A. Baric, Esquire
PA LD. No. 44853
Two PPG Place, Suite 400
Pittsburgh, P A 15222-5402
(412) 281-7272
Attorneys for Plaintiff
19 West South Street
Carlisle, P A 17013
(717) 249-6873
Attorneys for Plaintiff
8
VERIFICATION
I, ,J I C, 11 () {,Ir'i S. SI1'€1/ R j
, of Carlisle SynTec Incorporated, have read the
foregoing Complaint in Equity. The statements therein are correct to the best of my personal
knowledge or information and belief.
This statement and verification is made subject to the penalties of 18 Pa. C.S.A. S 4904
relating to unsworn falsification to authorities, which provides that if I make knowingly false
statements, I may be subject to criminal penalties.
~/~~
DATED
'1/1--1(0':-
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Carlisle Synlec Systems
emm.m -
CaftWe Syn1'ec Systems
DIvision of Carlisle Corporation
P. O. Box 7000 .
Carll'le. PA. 17013
(717124..7000
This letter. in duplicate. will serve as an agreement between you and this Company covering
some important terms of your employment. The word "Company" wherever used herein shall
be deemed to' include any company or corporation which is affiliated with Carlisle SynTec
Systems.
You realize that, in the course of your employment, the Company will necessarily reveal to you,
or you may develop, confidential information which, if known to its competitors, would be
likely to injure the Company in its business.
In consideration of your employment by the Company, and the payment of compensation during
such employment, it is understood and agreed as fonows:
I. ,That you will hold to strict confidence and Dot reveal to any person', firm, or
corporation, or use for your own benefit any secret or confidential information obtained
during the course of your employment with the Company relating to sales, sales volume
or strategy, past or present customers, number or location of salesmen, cost data and
other financial information contracts and other agreement!; of a legal nature,
manufacturing methods, processes, techniques, machines, formula. prodUCt!;,
improvements, inventions, or research belonging to or relating to the affairs of the
Company, without first obtaining the written permission of an officer of the Company.
2. That upon leaving the employ of the Company, you will not take with you any written
drawings, photographs, or other recorded or reproduced materials belonging to or
relating to the affairs of the Company. Prior to leaving the Company and not
withstanding the circumstances surrounding your departure, you will deliver to the
Company all notes, notebooks and other data and materials in your possession or under
your control. belonging to or relating to the affairs of the Company.
3. That you. will promptly and fully disclose. in writing to the head of the department in
which you are employed or to whomever else may be designated by the Company, any
and all inventions. conceived, discovered or made by you (whether alone or jointly with
others) while in the employ of the Company. This duty of disclosure shall appiy to
inventions conceived while you are employed by The Technical Connection but not
disclosed or executed until after terminaiion of that employment. This duty of disclosure
shan be obligatory whether or not the work resulting in the invention took place during
your regular hours of work. This duty of disclosure shall be obligatory if the invention
directly or indirectly related to or is capable of being used .ir!. conn~tion with (a) the
business of the Company, or (b) products, processes; 'm': machines lieiDg developed for
Exhibit "A"
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future use of the. Company.
.
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4.
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purSuant to Paragraph 3 hereof and which directly or indirectly relate to or may be
capable of being used in connection with Ihe business of the Company; and you will
assist the Company and its attorneys in handling patent application or any other matters
connected with the transfer of the invention to the Company and the protection of the
Company's proprietary interest therein.
5. During your employment with the Company you will not engage in any other
employment or activities that conflict with or impair your obligations of confidentiality
or loyalty as an employee of the Company.
6. You understand that this Agreement does not bind you to continue in the employ of the
Company and does not bind the Company 10 continue your employment.
7. This Agreement shall be governed by the laws of the Commonwealth of Pennsylvania
and shall be binding upon you, your heirs, legal representatives and assigns. In the event
of your violation or threatened violation of nay of the terms hereof, the Company shall
be entitled to enforce this Agreement by way of injunction in addition to any other
remedies it may-re entitled to either at law or equity. In the event that any provision of
the Agreement is declared unenforceable or yoid, the remainder of this Agreement shall
continue in full force and effect.
8. This Agreement shall be executed in two counterparts, one of which shall be delivered
to the Company and the other to the Employee.
CARLISLE SYNTEC SYSTEMS
Accepted: ?~/)'}l/
Date: 6-,) -'171
CONFlDEN."I!CI'
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IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
CARLISLE SYNTEC INCORPORATED,
a Delaware Corporation,
Plaintiff
)
)
)
)
)
)
)
)
NO. 05-6010
CIVIL DIVISION
v.
RONALD D. HEAD, an individual,
Defendant
RULE TO SHOW CAUSE
AND NOW, this 7.3r J day of -N I"l v
, 2005, upon consideration of
the Motion For Expedited Discovery, a Rule is issued upon Defendant to show cause, if any there
be, why the reliefrequested in the Motion should not be granted.
Rule returnable 10
days from service.
BY THE COURT,
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IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
CARLISLE SYNTEC INCORPORATED,
a Delaware Corporation,
CIVIL DIVISION
Plaintiff
)
)
)
)
)
)
)
)
NO. 05-6010
v.
RONALD D. HEAD, an individual,
Defendant
RULE TO SHOW CAUSE
AND NOW, this 22,1 day of ----.N 0" ,2005, upon consideration of
the Motion For Preliminary Or Special Injunction, a Rule is issued upon Defendant to show
cause, if any there be, why the relief requested in the Motion should not be granted.
Rule returnable ~ days from service.
BY THE COURT,
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IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
CARLISLE SYNTEC INCORPORATED,
a Delaware Corporation,
CIVIL DIVISION
Defendant
)
)
)
)
)
)
)
)
NO. 05-6010
Plaintiff
v.
RONALD D. HEAD, an individual,
RULE TO SHOW CAUSE
AND NOW, this ~ day of ----1-.)-0 v
, 2005, upon consideration of
the Emergency Motion To Compel Defendant To Produce Computers For Forensic Examination,
a Rule is issued upon Defendant to show cause, if any there be, why the relief requested in the
Motion should not be granted.
Rule returnable I 0
days from service.
BY THE COURT,
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CARLISLE SYNTEC INCORPORATED,
Plaintiff,
: IN THE COURT OF COMMON PLEAS
: OF CUMBERLAND COUNTY,
: PENNSYLVANIA
V.
: NO. 05-6()10 CIVIL
RONALD D. HEAD,
Defendant.
ORDER
AND NOW, this Z3.Jday of W 0 \/
, 2005, a hearing is set on the Motion for
Preliminary or Special Injunction, M-vl;Vll fu, L'pcdi',,,d Di,,,il, c,y Ilnd LrlCIgeRey MetieR tQ :t~V
GeHlfllll IJefeft8!11\t tv P'udtlcc C5lf1!'Jtlkl~ fer forellsiG EX:.iHlillrHi~before the undersigned on
the .dc7h. day of ~ I 2005 in Courtroom Number I at -:3:tX) ~.~
BY THE COURT,
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CARLISLE SYNTEC INCORPORATED,
a Delaware Corporation,
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
Plaintiff
NO. 05-6010
vs.
RONALD D. HEAD, an individual,
CIVIL ACTION - EQUITY
Defendant
MOTION FOR ADMISSION PRO HAC VICE
!, Justin G. Weber, of the law firm of Pepper Hamilton LLP, 200 One Keystone
Plaza, North Front and Market Streets, Harrisburg, Pennsylvania 17108, a member in good
standing with the Bar of the Commonwealth of Pennsylvania, and counsel for Defendant,
Ronald D. Head, in the above-captioned action, respectfully move for the admission and
appearance pro hac vice in this case of Michael D. Wexler, Scott J. Humphrey, and Brian P.
Roche of the law firm of Seyfarth Shaw LLP, 55 East Monroe Street, Suite 4200, Chicago,
Illinois 60603.
I. Mr. Wexler (IL Bar No. 062(7847), Mr. Humphrey (IL Bar No.
(6239169), and Mr. Roche (IL Bar No. (6270507) are members in good standing of the Illinois
State Bar and admitted to practice before the highest court in Illinois, where they reside and
regularl y practice law.
2. Mr. Wexler, Mr. Humphrey, and Mr. Roche are very familiar with the
issues in this case and it is in the best interests of justice to admit them pro hac vice for purposes
of representing the defendant in this case.
HB: #101829 vI (26KLOl !.DOC)
.-
.
/
3. The undersigned counsel contacted Attorney Baric seeking the
concurrence of opposing counsel and was not provided with a position on this motion.
4. A proposed order is attached.
Respectfully submitted,
Date: December 7, 2005
~.i~III(PA 19196)
Justin G. Weber (PA 89266)
PEPPER HAMILTON LLP
200 One Keystone Plaza
North Front and Market Streets
Post Office Box 1181
Harrisburg, PA 17108-1181
(717) 255-1155
(717) 238-0575
schmidtt@pepperlaw.com
weberjg@pepperlaw.com
-2-
HB: #10]829 vi (26KLOI I DOe)
/
.
CERTIFICATE OF SERVICE
I certify that on December 7,2005, I served a copy of the foregoing Motion for
Admission Pro Hac Vice on plaintiff by United States first class mail, addressed as follows:
Maria Greco Danaher, Esquire
Dickie, McCamey & Chilcote, P.c.
Two PPG Place, Suite 400
Pittsburgh, PA 15222-5402
David A. Baric, Esquire
O'Brien, Baric & Scherer
19 West South Street
Carlisle, PA 17013
,kU-
G. Weber (PA 89266)
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CARLISLE SYNTEC INCORPORATED,
a Delaware Corporation,
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
Plaintiff
NO. 05-6010
vs.
RONALD D. HEAD, an individual,
CIVIL ACTION - EQUITY
Defendant
ENTRY OF APPEARANCE
TO THE PROTHONOTARY:
Please enter the appearance of Thomas B. Schmidt, III, Justin G. Weber and the
firm of Pepper Hamilton LLP on behalf of defendant Ronald D. Head.
Respectfully submitted,
pro hac vice motion pending
Michael D. Wexler (IL 06207847)
Scott J. Humphrey (IL 06239169)
Brian P. Roche (lL 06270507)
SEYFARTH SHAW LLP
55 East Monroe Street, Suite 4200
Chicago, Illinois 60603
(312) 346-8000
.h
o s B. Schmidt, III (PA 19196)
In G. Weber (PA 89266)
PEPPER HAMILTON LLP
200 One Keystone Plaza
North Front and Market Streets
Post Office Box 1181
Harrisburg, PA 17108-1181
Phone: (717) 255-1155
Fax: (717) 238-0575
Dated: December 7,2005
Attorneys for Defendant Ronald D. Head
HB: #10184.1 vi (26KZOI ~,DOC)
,;
CERTIFICATE OF SERVICE
I certify that on December 7, 2005, I served a copy of the foregoing Entry of
Appearance by United States first class mail, addressed as follows:
Maria Greco Danaher, Esquire
Dickie, McCamey & Chilcote, P.e.
Two PPG Place, Suite 400
Pittsburgh, PA 15222-5402
David A. Baric, Esquire
O'Brien, Baric & Scherer
19 West South Street
Carlisle, PA 17013
?!Jf: hJ tAL
Jus'n . Weber (PA 89266)
HB: #]01843 v1 (2fiKZOI !.DOC)
f"
--------
~
CARLISLE SYNTEC INC.
Plaintiff
vs.
RONALD HEAD
Defendant
Person to be served (Name and Address):
RONALD D. HEAD
GAF MATERIALS 1361 ALPS RD.
WAYNE NJ 07470
By serving: RONALD D. HEAD
Attorney: BRIAN ADE, ESQ.
Papers Served: RULE T SHOW CAUSE, MOrlON FOR EXPEDITED
DISCOVERY, EMERGENCY MOTION TO COMPEL DEFENDANT TO
PRODUCE COMPUTERS FOR FORENSIC EXAMINATION, MOTION FOR
PRELIMINARY OR INJUNCTION, COMPLAINT IN EQUITY
Service Data: [X] Served Successfully
[ I Not Served
Date/Time:
11/30/2005 11 :56AM
[ J Delivered a copy to him/her personally
[ ] Left a copy with a competent household member over 14 years of age
residing therein (indicate name & relationship at right)
[X] Left a copy with a person authorized to accept service, e.g. managing agent,
registered agent, etc. (indicate name & official title at right)
Description of Person Accepting Service:
SEX: L AGE: 51-65 HEIGHT: 5'4"-5'8"
WEIGHT: 100-130 LBS.
Unserved:
[ ] Defendant is unknown at the address furnished by the attorney
[ ] All reasonable inquiries suggest defendant moved to an undetermined address
[ I No such street in municipality
[ ] Defendant is evading service
[ ] No response on: Date/Time:
Date/Time:
Date/Time:
Other:
PER FIRM SERVE ANYONE. I SERVED A PERSON IN THE LAW DEPT.
Served Data:
Subscribed and Sworn to me this
Notary Signature:
EY
;-, ?,~NL,
"
~ :X\"' \' : ~ <: ...,~
Name 0
Commission Expiration
IIDIII~III ~I~ ~111}1111~llljlll~~~1 ~llljllll !IIII !IIII~I'II ~III !IIIIIII
Superior Court Of New Jersey
CUMBERLAND Venue
Docket Number: 05"B010
AFFIDAVIT OF SERVICE
(For Use by Private Service)
Cost of Service pursuant to R. 4:4-3(c)
$
Attempts:
Date/Time:
Date/Time:
DatelTime:
Name of Person Served and relationship/title:
DIANE FLEMING
LAW DEPT.
SKIN: WHITE
HAIR: BROWN OTHER:
S~B~
I, MICHAEL MARRA
was at the time of service a competent adult
not having a direct interest in the litigation.
I declare under penalty of perjury that the
for.~orrect.
, ,/,. /12/1/2005-'
.;/' Signature of Process Server Date
Name of Private Server: MICHAEL MARRA Address: 2009 Morris Avenue UNION, NJ 07083 Phone: (908) 687-0056
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CARLISLE SYNTEC INCORPORATED,
a Delaware Corporation,
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
Plaintiff
NO. 05-6010
vs.
RONALD D. HEAD, an individual,
CIVIL ACTION - EQUITY
Defendant
NOTICE OF FILING NOTICE OF REMOV AL
TO THE PROTHONOTARY:
PLEASE TAKE NOTICE that a Notice of Removal has been filed by Defendant
Ronald D. Head to remove the above-captioned action from the Court of Common Pleas of
Cumberland County, Pennsylvania, to the United States District Court for the Middle District of
Pennsylvania. This removal was accomplished pursuant to the authority of the Judiciary and
Judicial Procedure Act, 28 U.S.c. * 144 1 et seq.
A copy of the Notice of Removal filed with the United States District Court for
the Middle District of Pennsylvania is attached hereto as Exhibit A.
Pursuant to 28 U.S.c. * I 446(d), the filing of the Notice of Removal in the United
States District Court for the Middle District of Pennsylvania, together with the filing of a copy of
the Notice of Removal with this Court, effects the removal of this action and this Court shall
proceed no further unless and until this case is remanded.
,
,
Respectfully submitted,
J-z LO
Tho as B. Schmidt, III (P A 19196)
Justin G. Weber (PA 89266)
PEPPER HAMILTON LLP
200 One Keystone Plaza
North Front and Market Streets
Post Office Box 1181
Harrisburg, P A 17108-1181
Phone: (717) 255-1155
Fax: (717) 238-0575
pro hac vice motion vending
Michael D. Wexler (IL 06207847)
Scott J. Humphrey (IL 06239169)
Brian P. Roche (IL 06270507)
SEYFARTH SHAW LLP
55 East Monroe Street, Suite 4200
Chicago, lllinois 60603
Phone: (312) 346-8000
December 15, 2005
Attorneys for Defendant
Ronald D. Head
.
,
CERTIFICATE OF SERVICE
] certify that on December 15,2005, I served a copy of the foregoing document
on counsel by United States mail, first class postage prepaid, addressed as follows:
Maria Greco Danaher, Esquire
Dickie, McCamey & Chilcote, P.c.
Two PPG Place, Suite 400
Pittsburgh, P A 15222-5402
David A. Baric, Esquire
O'Brien, Baric & Scherer
19 West South Street
Carlisle, PA 17013
~~G.O ,
ush . Weber (PA 89266)
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IN THE UNITED STATES DISTRICT COURT
FOR THE MIDDLE DISTRICT OF PENNSYLVANIA
CARLISLE SYNTEC INCORPORATED,
a Delaware Corporation,
CIVIL ACTION
Plaintiff
vs.
No.l:QV 05-~fiqa.
RONALD D. HEAD,
Defendant
NOTICE OF REMOVAL
Defendant Ronald D. Head ("Defendant Head") hereby removes this
action from the Cumberland County Court of Common Pleas of the
Commonwealth of Pennsylvania pursuant to 28 U.S.C. ~ 1441. In support thereof,
Defendant Head avers as follows:
1. On or about November 22,2005, Carlisle SynTec Incorporated
("Plaintiff') commenced this action by filing a Complaint in the Cumberland
County Court of Common Pleas of the Commonwealth of Pennsylvania, Civil
Action No. 05-6010. A true and correct copy of the Complaint is attached as
Exhibit A.
2. On November 22, 2005, Plaintiff also filed a Motion for
Preliminary or Special Injunction, Motion for Expedited Discovery and Motion to
Compel Production of Computer for Forensic Examination.
3. In response to those motions, the Cumberland County Court of
Common Pleas issued Rules to Show Cause, requiring the Defendant to show
cause why the relief requested in the motions should not be granted. The rules
were returnable 10 days from service. The Court also issued an order scheduling a
preliminary injunction hearing for December 20, 2005. Copies of the rules/orders
are attached as Exhibit B.
4. Counsel for the parties have agreed that service of the
Complaint and the accompanying motions occurred on December 7,2005.
GROUNDS FOR REMOVAL
Diversity Jurisdiction
5. Notice of removal shall be filed within 30 days from receipt of
a copy of the initial pleading setting forth the claim for relief upon which the action
or proceeding is based. 28 U.S.c. S l446(b).
6. Plaintiff is a citizen of Pennsylvania and Delaware and was a
citizen of those states at the time it filed the Complaint. See Complaint (Ex. A).
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7. Defendant Head is a citizen of New Jersey and was a citizen of
New Jersey both at the time Plaintiff filed the Complaint and at the time of
removal. See Affidavit (Ex. C).
8. Despite the fact that Defendant Head does not have a non-
compete agreement with Plaintiff, that Defendant Head was involuntarily
terminated by Plaintiff, that Plaintiff tried unsuccessfully to seek a non-compete
agreement from Defendant Head after Plaintiff involuntarily terminated Defendant
Head and that Defendant Head has done nothing improper, Plaintiff wrongfully
seeks both compensatory damages and an injunction, which among other things,
would enjoin Defendant Head from continuing his current employment with a
competitor of Plaintiff, GAF Materials Corporation ("GAF"), under the guise of
protecting Plaintiff's alleged trade secrets regarding its Thermoplastic Polyolefin
Roofing Systems ("TPO") products. See Affidavit (Ex. C) and Complaint (Ex. A).
9. Defendant Head believes and therefore avers the amount in
controversy is in excess of $75,000. Defendant Head's current salary with GAF is
in excess of $75,000. See Affidavit (Ex. C). In addition, Plaintiff alleges in the
Complaint that it is the industry leader in TPO and that Defendant Head was the
sales and marketing director for this product while employed by Plaintiff. See
Complaint 'j['J[6, 11 (Ex. A). During his employment with Plaintiff, Plaintiff's sale
of TPO products were in excess of $75,000. See Affidavit (Ex. C).
-3-
10. Pursuant to 28 US.c. ~ 1332, this Court may properly exercise
diversity jurisdiction over this claim because it is between citizens of different
states and the amount in controversy exceeds $75,000.00.
11. Pursuant to 28 D.S.C. ~ 1441(a), this action is removable to this
Court by Defendant Head.
12. This Notice is timely, it being filed less than thirty (30) days
after service of the Complaint. See 28 US.C. ~ 1446(b).
13. A notice of filing this Notice of Removal is being filed with the
Court of Common Pleas for Cumberland County, Pennsylvimia,
contemporaneously with the filing of this Notice of Removal in accordance with
28 D.S.C. S 1446(d). A copy of the Notice of Filing Notice of Removal is attached
hereto as Exhibit D.
14. A copy of this Notice will be served upon Plaintiff, as required
by 28 US.C. S 1446(d).
-4-
WHEREFORE, Defendant Ronald D. Head hereby removes this
action from the Cumberland County Court of Common Pleas of the
Commonwealth of Pennsylvania to the United States District Court for the Middle
District of Pennsylvania.
Respectfully submitted,
- A (01
ho as B. Schmidt, III (PA 19196)
ustin G. Weber (PA 89266)
PEPPER HAMILTON LLP
200 One Keystone Plaza
North Front and Market Streets
Post Office Box 1181
Harrisburg, P A 17108-1181
Phone: (717) 255-1155
Fax: (717) 238-0575
December 15, 2005
pro hac vice motion pending
Michael D. Wexler (IL 06207847)
Scott 1. Humphrey (IL 06239169)
Brian P. Roche (IL 06270507)
SEYFARTH SHAW LLP
55 East Monroe Street, Suite 4200
Chicago, Illinois 60603
(312) 346-8000
-5-
CERTIFICATE OF SERVICE
I certify that on December 15, 2005, I served a copy of the foregoing
document by United States first class mail, addressed as follows:
Maria Greco Danaher, Esquire
Dickie, McCamey & Chilcote, P.C.
Two PPG Place, Suite 400
Pittsburgh, PA 15222-5402
David A. Baric, Esquire
O'Brien, Baric & Scherer
19 West South Street
Carlisle, PA 17013
Iu tin G. Weber (PA 89266)
-
CIVILDIVlSION
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IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
CARLISLE SYNTEC INCORPORATED,
a Delaware corporation,
Plaintiff,
v.
RONALD D. HEAD, an individual,
Defendant
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No.C?5-'6.'0/{) dvJ
Code:
COMPLAINT IN EOUlTY
Filed on behalf of Plaintiff,
CARLISLE SYNTEC INCORPORATED, a
Delaware Corporation
Counsel of Record for this Party:
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Maria Greco Danaher, Esquire
PA 1.D. No. 47036
Email: mdanaher@dmclaw.com
Brett W. Farrar, Esquire
PA I.D. No. 79217
Email: bfarrar@dmclaw.com
Dickie, McCamey & Chilcote, P.e.
Two PPG Place, Suite 400
Pittsburgh, PA 15222-5402
Telephone: 412-281-7272
Fax: 412-392-5367
David A. Baric, Esquire
PA tD. No. 44853
Email: dbaric@obslaw.com
O'Brien. Baric & Scherer
19 West South Street
Carlisle, P A 17013
Telephone: 717-249-6873
-----
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY. PENNSYLV ANlA
CARLISLE SYNTEC INCORPORATED, ) CIVIL DIVISION
a Delaware corporation. )
)
Plaintiff, ) No.
)
v. ) Code:
)
RONALD D. HEAD. an individual. )
)
Defendant )
NOTICE TO DEFEND
YOU HAVE BEEN SUED IN COURT. IF YOU WISH TO DEFEND AGAINST
THE CLAIMS SET FORTH IN THE FOLLOWING PAGES, YOU MUST TAKE
ACTION WITHIN TWENTY (20) DAYS AFTER THIS COMPLAINT AND NOTICE
ARE SERVED BY ENTERING A WRlTIEN APPEARANCE PERSONALLY, OR BY
AN ATTORNEY, AND FILING IN WRITING WITH THE COURT YOUR DEFENSES
OR OBJECTIONS TO THE CLAIMS SET FORTH AGAINST YOU. YOU ARE
WARNED THAT IF YOU FAIL TO DO SO, THE CASE MAY PROCEED WITHOUT
YOU AND A JUDGMENT MAYBE ENTERED AGAINST YOU BY THE COURT
WITHOUT FURTHER NOTICE FOR ANY MONEY CLAIMED IN THE COMPLAINT
OR FOR ANY CLAIM OR RELIEF REQUESTED BY THE DEFENDANT. YOU MAY
LOSE MONEY OR PROPERTY OR OTHER RIGHTS IMPORT ANT TO YOU.
YOU SHOULD TAKE THIS PAPER TO YOUR LA WYER AT ONCE. IF YOU
DO NOT HAVE OR KNOW A LAWYER, THEN YOU SHOULD GO TO OR
TELEPHONE THE OFFICE SET FORTH BELOW TO FIND OUT WHERE YOU CAN
GET LEGAL HELP.
Lawyer Referral Service
Cumberland County Bar Association
32 South Bedford Street
Carlisle, P A 17013
(717) 249-3166
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY. PENNSYLVANIA
Defendant
) CrvIL DrvISION
)
}
) No.
)
) Code:
}
}
)
}
CARLISLESYNTEC INCORPORATED.
a Delaware corporation.
Plaintiff.
v.
RONALD D. HEAD, an individual,
COMPLAINT IN EOUITY
AND NOW, comes Plaintiff. Carlisle SynTec Incorporated, by and through its attorneys,
Diclde, McCamey & Chilcote, P.C., and files this Complaint in Equity. averring as follows:
THE PARTIES
1. Plaintiff Carlisle SynTec Incorporated (hereinafter Carlisle) is a corporation
organized and existing under the laws of the State of Delaware with its headquarters and
principal place of business at 1285 Ritner Highway, Carlisle, PA 17013.
2. Defendant Ronald D. Head (hereinafter Head) is an individual residing at 2803
Sunset Court, P.O. Box 179, Grantham. PA J 7027.
VENUE AND JURISDICTION
3. Plaintiff Carlisle has its principal place of business in and regularly conducts
business in Cumberland County, Pennsylvania.
4. Defendant Head resides in Cumberland County, Pennsylvania.
STATEJ\!JENT OF FACTS RELATING TO ALL COUNTS
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5. This Court is an appropriate venue for this Complaint in Equity and this Court can
exercise jurisdiction over the Defendant Head.
6. Plaintiff is the industry leader in the formulating, development, manufacturing,
and selling of Thennoplastic POlyolefin (!'PO) roofing systems in the commercial roofing market
through out the United States. TPO roofing products are made from plastic resins combined with
certain chemicals to enhance fire and weather resistance and extruded into sheets which are
utilized to cover roofs on commercial structures.
7. Although TPO products employ plastic resins as a common component, TPO
products differ In quality by manufacturer throughout the TN market. This variance between
manufacturers' products can be attributed to differences in manufacturing processes, methods
and techniques, as well as differences in inventions, formula. including chemical composition,
and research.
8. The reputation of Carlisle for its innovative formulating, development.
manufacturing, and installation of'TPO commercial roofing products is widely known, and
Carlisle has built up substantial good will in this area. In fact, Carlisle's TPO roofing products
have an industry leading market share and reputation due to their performance characteristics,
including weathering ability, fire resistance, ultra violet resistance, ease of use by roofing
contractors and superior quality of installation and finished product. This good will is directly
attributed to Carlisle's manufacturing processes, methods and techniques. as well as product
research and innovation.
9. Because of Carlisle's excellent performance history and strong reputation in the
industry, Carlisle has substantial good will in the market which has enabled it to develop a
2
significant and diverse customer base and to compile and develop specialized and confidential
information relating to bidding, sales, COSIS, overhead, margins, unit pricing, labor productivity
rates, marketing strategies and other experiential data relating to TPO commercial roofmg
products, all of which give Carlisle a valuable competitive business advantage in the TPO
commercial roofing markel and industry.
10 Defendant Head was employed by Carlisle on June 2, 1998. On that same dale,
Head executed a Confidentiality Agreement with Carlisle as a condition to his employment
which provides that during the course of his employment with Carlisle, Head would be exposed
to secret and confidential information which, if known to competitors, would injure Carlisle; that
Head would hold in strict confidence and not reveal to any person, I1rm or corporation the
information; that Head would not use the information for his own benefit; that upon leaving
Carlisle, Head would not take any written materials and information belonging to or relating to
the affairs of Carlisle; and that prior to leaving Carlisle, Head would deliver to Carlisle
information, data and materials in his possession or control belonging to or relating 10 the affairs
of Carlisle. (Exhibit A, Confidentiality Agreement)
11. Head's most recent position with Carlisle was TPO Sales & Marketing Manager.
As such, he was in charge of promoting and spearheading the TPO product line for Carlisle to
existing and potential customers. In his position of TPO Sales and Marketing Manger, Head was
exposed to, and was entrusted with, Carlisle's confidential and secret information related to,
among other things, the confidential and proprietary formulations for the TPO products, research
and product innovation, and confidential manufacturing processes regarding the same. In
addition, Head was exposed to, and was entrusted with, Carlisle's confidential information
relating to bidding, sales, costs, overhead, margins, unit pricing, marketing strategies and other
experiential data. All of this infonnation lhat Head was exposed 10 and entnlsted with
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(collectively the Confidential Trade Secret Information) is analyzed and relied upon in Carlisle's
TPO business.
12. The Confidential Trnde Secret Infonnation was safeguarded by Carlisle, was not
generally known to the public and derived actual and independent economic value from nol
being generally known to, and not being readily ascertainable by proper means by, other persons
who could obtain economic value from its disclosure or use.
13. Head knew and understood that the Carlisle Confidential Trade Secret
Information was highly valuable to Carlisle and was not to be disclosed to unauthorized third
parties.
14. On or about October 20,2005, Head's employment with Carlisle was terminated.
15. It has since been discovered that Head, prior to his termination, and while still
employed by Carlisle, was seen in Carlisle's office on a weekend making copies of unidentified
documents, which, upon belief, are, or were at some time, in Head's possession, custody and
control. Carlisle is concerned that such documents contain Confidential Trade Secret
Information which is highly valuable to Carlisle's business.
16. Carlisle has requested Head to return the unidentified documents to Carlisle and
has further requested that no further copies of such documents remain in his possession, custody
and control. The documents have not been returned to date.
17. Further, it has been discovered that after Head's departure from Carlisle, Head has
been hired by GAF Materials Corporation (hereinafter GAF) to act as Director. Marketing,
Single Ply Systems, which would include TPO roofing systems. GAF is a direct competitor with
Carlisle in the TPO market and industry. At the time of Head's hire by GAF, OAF was awan::
that Head had knowledge of, and understood, Carlisle's Confidential Trade Secret Information.
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19. By virtue of his intimate knowledge of the Confidential Trade Secret Information,
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18. As such to the extent that Head's job duties relate to TPO roofing products,
Head's job responsibilities and knowledge to perform the same at GAF ate the same as when
working for Carlisle.
including but not limited to, Carlisle's confidential and proprietary formulations for TPO
products, research and product innovation, and confidential manufacturing processes, as well as
bidding, sales, costs, overhead, margins, unit pricing, marketing strategies and other experiential
data regarding the same, Head is unable to perform his job duties with GAF and its TPO product
line without improperly and inevitably using, drawing on, or disclosing the Carlisle Confidential
Trade Secret Information.
20. Upon information and belief, Head already has, or inevitably will, improperly use
and/or rely upon Carlisle's Confidential Trade Secret Information for his own benefit to the harm
and detriment of Carlisle.
21. Accordingly, the use and reliance upon the Carlisle Confidential Trade Secret
Information by Head has allowed and will continue to allow him to unfairly compete with
Carlisle without the burden of developing such information and data over time as Carlisle did.
22. Upon information and belief, Head will, unless enjoined and restrained, continue
to unfairly compete with Carlisle relying upon Carlisle Confidential Trade Secret Information in
direct competition with Carlisle.
n. Unless the relief requested herein by Carlisle is granted, Carlisle will suffer
immediate, serious and irreparable hann, including, but not limited to, damage to its business
reputation and good will. Carlisle is without an adequate remedy at law.
5
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COUNT I
MlSAPPROPRIA nON OF TRADE SECRETS
(Ronald D. Head)
24. The avennents of paragraphs 1 through 23 hereof are incorporated herein by
reference as if set forth in their entirety.
25. As set forth above, while employed by Carlisle, Head had access to and came to
possess all of the Confidential Trade Secret Infonnation of Carlisle all of which derived actual
andlor potential economic value from not being generally known to, and not being readily
ascertainable by proper means by, other persons who can obtain economic value from its
disclosure or use.
26. Head had and has a statutory obligation pursuant to the Pennsylvania Unifonn
Trade Secrets Act (the "Act"), 12 Pa.C.S. ~ 5301 et. seq., not to misappropriate the Carlisle
Confidential Trade Secret Infonnation.
27. By engaging in the conduct described above, Head has improperly and unlawfully
disclosed, used and relied upon, and continues to improperly and unlawfully disclose, use and
rely upon Carlisle's Confidential Trade Secret Information, knowing or having reason to know
that the Carlisle Confidential Trade Secret Infonnation was acquired by him under circumstances
giving rise to a duty on his part to maintain its secrecy and limit its use, for his own financial
benefit andlor the financial benefit of GAF without the express or implied consent of Carlisle.
28. By engaging in the conduct described above, Head has intentionally, willfully,
and maliciously misappropriated and misused the Carlisle Confidential Trade Secret Information
in violation of the Act.
29. As a result of this conduct, Carlisle has suffered and, unless Head is enjoined and
restrained as requested, will continue to suffer immediate, serious and irreparable harm for which
Carlisle has no adequate remedy at law .
6
WHEREFORE. Carlisle requests that an injunction issue pursuant to 12 Pa.C.S.
~5303(a), preliminarily until final hearing and permanently thereafter:
a.
enjoining and restraining Head from using for himself and/or
others, including, but not limited to, GAF and/or divulging to
others, including, but not limited to, GAF, any Confidential
Trade Secretlnfonnation of Carlisle;
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b.
enjoining and restraining Head from unfairly competing with
Carlisle relying upon Carlisle Confidential Trade Secret
Information;
c. ordering Head to retuIn and account for any and all Confidential
Trade Secret Information of Carlisle in his possession or control
including that information which Head has heretofore disclosed or
provided to third parties;
'ordering Head to return and account for any and all Confidential
Trade Secret Information of Carlisle in his possession or control
including that information which Head copied and removed from
Carlisle prior to his termination;
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d.
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enjoining and restraining Head from becoming employed and/or
retained by GAF:
f.
ordering Head to pay to Carlisle compensatory damages, costs and
allorneys' fees in excess of $35.000 in this action; and
g.
awarding Carlisle such other and further relief as this Court may
deem just and proper.
COUNT n
BREACH OF CONTRACT
(Ronald D. Head)
30. The averments of paragraphs I through 29 hereof are incorporated herein by
reference as if set forth in their entirety.
31. Under the express terns and conditions of the June 2, 1998 Confidentiality
Agreement between Carlisle and Head, Head agreed that he would hold in strict confidence and
not reveal to any person. firm Or corporation Carlisle's Confidential Trade Secret Information;
that he would not use this information for his own benefit; that upon leaving Carllsle, he would
not take any written materials and information belonging to or relating to the affairs of Carlisle:
7
and that prior to leaving Carlisle, he would deliver to Carlisle information, data and materials in
his possession or control belonging to or relating to the affairs of Carlisle. (Exhibit A,
Confidentiality Agreement)
32. By engaging in the conduct described in this Complaint, Head has materially
breached the terms and conditions of the Confidentiality Agreement. Said breaches have directly
resulted in Carlisle suffering financial damages which have exceeded $35,000.
33. Despite these material breaches, Head has refused to remedy his failure to adhere
to the terms of the Confidentiality Agreement.
WHEREFORE, Carlisle demands judgment against Head in an amount in excess of
$35,000, plus interest, altorney's fees, costs, and any other amounts deemed appropriate by chis
Court.
Respectfully submitted,
B
B
Maria Greco Danaher, Esqui
PA. !.D. #47036
Brett W. Farrar, Esq.
P A. I.D. #79217
David A. Baric, Esquire
PA J.D. No. 44853
Two PPG Place, Suite 400
Pictsburgh, PA 15222-5402
(412) 281-7272
Attorneys for Plaintiff
19 West South Street
Carlisle, PA 17013
(717) 249-6873
Attorneys for Plaintiff
8
VERIFICATION
1, ~(C.tto(..A? 5. SU€I/R> , of Carlisle SynTec Incorporated, have read the
foregoing Complaint in Equity. The statements therein are correct to the best of my personal
knowledge or information and belief.
This statement and verification is made subject to the penalties of 18 Pa. C.S.A. ~ 4904
relating to unsworn falsification to authorities, which provides that if I make knowingly false
statements, I may be subject to criminal penalties.
~( xL
DATED
1111.-/10("
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Carlisle Syn1'ec Systems
~
Clfll~ SynTK 6~toml
OMstan of Carllsll COrporation
P. O. Box 1COO .
Carll;le. PA 17013
(711) 24s.7000
............................".........,...................
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This letter, in duplicate, will serVe as an agreement between you and this Company covering
some important teIDlS of your employment. The word "Company" wherever used herein sball
be deemed to' include any company or corporation which is affiliated with Carlisle SynTec
Systems.
You realize that, in the coun;e of your employment, the Company will necessarily reveal to you.
or you may develop, cnnfidential information wbich, if known to its competitors, would be
likely to injure the Company in its business.
In consideration of your employment by the Company, and the payment of compensation during
such employment, it is unden;tood and agreed as follows:
1. . That you will hold to strict confidence and not reveal to any persoll',' flnn, or
corporation, or use for your own benefit any secret or confidential information obtained
during the course of your employment with the Company relating to sales, sales volume
or strategy. past or present customers, number or location of salesmen, cost data and
other financial information contracts and other agreements of a legal nature,
manufactUring methods, processes, techniques, machines, formula, products,
improvements, inventions, or research belonging to or relating to the affairs of the
Company, without first obtaining the written pennission of an officer of the Company.
2. That upon leaving the employ of the Company, you will not take with you any written
drawings, photographs, or other recorded or reproduced materials belonging to or
relating to the affairs of the Company. Prior to leaving the Company and not
withstanding the circumstances surrounding your departure. YOll will deliver to the
Company all notes. notebooks and other data and materials in your possession or under
your control. belonging to or relating to the affairs of the Company.
3. That you will promptly and fully disclose, in writing to the head of the department in
which you are employed or to whomever else may be designated by the Company, any
and all inventions, conceived, discovered or made by you (whether alone or jointly with
others) while in the employ of the Company. This duty of disclosure shall appiy to
inventions conceived while you are employed by The Tecbnical Connection but not
disclosed or executed until after tenninaiion of that employment. This duty of disclosure
shall be obligatory whether or not the work resulting in the invention look place dUring
your regular hOUIS of work. This duty of disclosure shall be obligatory if the invention
directly or indirectly related to or is capabl~ of being used .in,. conn~tioD with (a) the
business of the Company, or (b) products. processes; 'or:machines bemg developed for
Exbiblt "An
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future use. of the. Company.
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,Yo~.i'\Ml ~~lWJ';ol!l. ~m:\i WtttW!l,JI!lKj,g,y!:m~Jll(b.i.~N,S..1;l;!l!lir.~ tQ !It 9i~rJQ.~,gQ..,........ _dO
pursuant to Paragraph 3 hereof and which directly or indirectly relate to or may be
capable of beiD.g used in connection with the business of the Company; and you will
assist the Company and its attorneys in handling patent application or any other matter.;
connected. with the transfer of the invention to the Company and the protection of the
Company's proprier4ry interest therein.
5.
During your employment with the Company you will !lOt engage in any other
employment or activities that conflict with or impair your obligations of coDfidentiality
or loyalty as an employee of the Company.
You understand that this Agreement does not bind you to continue in the employ of the
Company and does not bind the Company to continue your employment.
6.
7.
This Agreement shall be governed by the laws of the Commonwealth of Pennsylvania
and shall be bindiD.g upon you, your heirs, legal representatives and assigns. In the event
of your violation or threatened violation of nay of the terms hereof, the Company shall
be entitled to enfoJ:Ce this Agreement by way of injunction in addition to any other
remedies it may'1Je entitled 'to either at law or equity, In the event that any provision of
the Agreement is declared unenforceable or yoid, the remainder of this Agreement shall
continue in full force and effect.
8.
This Agreement sball be executed in two counterparts, one of which shall be delivered
to the Company and the other to the Emplpyee.
CARUSLE SYNTEC SYSTEMS
Accepted: ?~)))i/
Date: 6-,J-"tii'
CON"FTDEN."BCJ"
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IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYL VANIA
CARLISLE SYNTEC INCORPORATED, )
a Delaware Corporation, )
Plaintiff )
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RONALD D. HEAD, an individual, )
Defendant ) .
CIVIL DIVISION
NO. 05-6010
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RULE TO SHOW CAUSE
AND NOW, this ,,).3 ~ay of '71t.'t ' ,2005, upon consideration of
the Emergency Motion To Compel Defendant To Produce Computers For Forensic Examination,
a Rule is issued upon Defendant to show cause, if any there be, why the relief requested in the
Motion should not be granted.
Rule returnable It;; days from service.
BY THE COURT,
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IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
CARLISLE SYNTEC INCORPORATED, )
a Delaware Corporation, )
Plaintiff )
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v. )
)
RONALD D. HEAD, an individual, )
Defendant ) .
CIVIL DIVISION
NO. 05-6010
RULE TO SHOW CAUSE
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AND NOW, this o'.~ day of , I(J{; . ,2005, upon consideration of
the Motion For Preliminary Or Special Injunction, a Rule is issued upon Defendant to show
cause, if any there be, why the relief requested in the Motion should not be granted.
Rule returnable I {) days from service.
BY THE COURT,
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NOV 2 2 2005
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IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY,. PENNSYLVANIA
CARLISLE SYNTEC INCORPORATED, )
a Delaware Corporation, )
Plaintiff )
)
v. )
)
RONALD D, HEAD, an individual, )
Defendant ),
CIVIL DIVISION
NO, 05-6010
RULE TO SHOW CAUSE
AND NOW, this dJ~ay of Ylt>-t) . ,2005, upon consideration of
the Motion For Expedited Discovery, a Rule is issued upon Defendant to show cause, if any there
be, why the relief requested in the Motion should not be granted.
Rule retumable IC) days from service.
BY THE COURT,
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1~'01/2005 15:55 FAX 717 245 7133
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'SYNTEC LEGAL
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~002
PAGE B2
CAlU.ISLE SYN't'EC INCORPORA'I'!D.
Plain~
: J:NTIm. COURT OF COMMON P.LEAS
: OF CUMBERLANI> COtMI'Y,
: l'llNNSnv.ANIA
v.
,
: NO. 05-6010 CIVIL
RONALD D. HEAD.
pei'''tldant.
ORDER
ANP NOW, this t~~y of \.!.~"" ,2005, ~heariJ:lgiaseton the Motion for
Preliminary or Spcoial IlljUJ)ClIion, Muti....... fl;,. B:o..v.:.th.d Diocu ~..r.J 1ll.4 ~&2!l.~' r.!et!es 111 :tu!l'&
Oe~el PeMJl.ez.1 ~_1')...d.- OIl....'~tef1 fer J:ullf..l" I!l:>;;LliBatl~Wore tM \1I:ldersipd on
'.;... ....,,_.., ..,....".:'_;~.._.c.;.:'..:. . ',:.. ' ~
the ~i cItY of ~ ;2005 in CoUl'lroom Number 1 at 1;W~.~ ."
BY nmCOURT,
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IN THE UNITED STATES DISTRICT COURT
FOR THE MIDDLE DISTRICT OF PENNSYLVANIA
CARLISLE SYNTEC
INCORPORATED,
Plaintiff,
No.
vs.
RONALD D. HEAD,
Defendant.
AFFIDAVIT OF RONALD D. HEAD
I, Ronald D. Head, state that the following facts are true and correct:
1. I am the Defendant in the above-referenced lawsuit.
2. I was previously employed by Carlisle SynTec Incorporated
("Carlisle") as its Thermoplastic Polyolefin Roofing System ("TPO") Sales and
Marketing Manager until it involuntarily terminated my employment on October
20, 2005.
3. Although I have done nothing improper and I did not have a
non-compete agreement with Carlisle, even though Carlisle tried unsuccessfully to
seek a non-compete agreement from me after my employment was involuntarily
terminated, Carlisle seeks to enjoin me from continuing my current employment.
4. I previously maintained a residence in Grantham, Pennsylvania
during my period of employment with Carlisle which is owned by my father and I
jointly, and for which I pay my father a monthly sum.
5. I have no family in Pennsylvania.
6. On October 31,2005, I became employed by GAF Materials
Corporation ("GAF") in Wayne, New Jersey, approximately 185 miles from
Carlisle, Pennsylvania.
7. I moved to Wayne, New Jersey during the first week of
November and reported to work in Wayne, New Jersey on November 7, 2005. On
occasion, I have visited my prior residence to ready it for sale.
8. As of November 7, 2005, I have physically resided in New
Jersey and intend to remain in New Jersey indefinitely.
9. My wife and I own a residence located in Vacaville, California
where my wife lives.
10. My wife has never lived at the residence in Grantham,
Pennsylvania but remained in California during my employment with Carlisle.
-2-
11. I return to California for approximately one week each month.
12. As Carlisle's TPO Sales and Marketing Manager I oversaw
aspects of sales of Carlisle's TPO products in excess of$75,000.
13. My current yearly salary from GAF is in excess of $75,000.
I declare, pursuant to 28 US.C. S 1746, under penalty of perjury, that
the foregoing is true and correct.
Executed on December 14, 2005
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Ronald D. Head
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SANDAAA.lEFFLER
M Notal)' Public at New Jersey
Y COmlll.iSSion &/li,. Fell. 22. 20~
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CARLISLE SYNTEC INCORPORATED,
a Delaware Corporation,
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
Plaintiff
NO. 05-6010
vs.
RONALD D. HEAD, an individual,
CIVIL ACTION - EQUITY
Defendant
NOTICE OF FILING NOTICE OF REMOVAL
TO THE PROTHONOTARY:
PLEASE TAKE NOTICE that a Notice of Removal has been filed by Defendant
Ronald D. Head to remove the above-captioned action from the Court of Common Pleas of
Cumberland County, Pennsylvania, to the United States District Court for the Middle District of
Pennsylvania. This removal was accomplished pursuant to the authority of the Judiciary and
Judicial Procedure Act, 28 U.S.c. 9 1441 et seq.
A copy of the Notice of Removal filed with the United States District Court for
the Middle District of Pennsylvania is attached hereto as Exhibit A.
Pursuant to 28 U.S.c. g l446(d), the filing of the Notice of Removal in the United
States District Court for the Middle District of Pennsylvania, together with the filing of a copy of
the Notice of Removal with this Court, effects the removal of this action and this Court shall
proceed no further unless and until this case is remanded.
December 15,2005
Respectfully submitted,
~Lo
Tho as B. Schmidt, III CPA 19196)
Justin G. Weber (PA 89266)
PEPPER HAMILTON LLP
200 One Keystone Plaza
North Front and Market Streets
Post Office Box 1181
Harrisburg, P A 17108-1181
Phone: (717) 255-1155
Fax: (717) 238-0575
ora hac vice motion pending
Michael D. Wexler (IL 06207847)
Scott J. Humphrey (IL 06239169)
Brian P. Roche (IL 062705(7)
SEYFARTH SHAW LLP
55 East Monroe Street, Suite 4200
Chicago, lllinois 60603
Phone: (312) 346-8000
Attorneys for Defendant
Ronald D. Head
CERTIFICATE OF SERVICE
I certify that on December 15,2005, I served a copy of the foregoing document
on counsel by United States mail, first class postage prepaid, addressed as follows:
Maria Greco Danaher, Esquire
Dickie, McCamey & Chilcote, P.c.
Two PPG Place, Suite 400
Pittsburgh, PA 15222-5402
David A. Baric, Esquire
O'Brien, Baric & Scherer
19 West South Street
Carlisle, PA 17013
~t-0-0 _
usl1 . Weber (PA 89266)
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DEe 1 2 2005
LP'
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CARLISLE SYNTEC INCORPORATED,
a Delaware Corporation,
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
Plaintiff
CIVIL DIVISION
vs.
RONALD D. HEAD, an individual,
NO. 05-6010
Defendant
ORDER
AND NOW, this ~ day of December, 2005, upon consideration of the
Motion for Admission Pro Hac Vice, IT IS HEREBY ORDERED that said Motion is
GRANTED, and that Michael D. Wexler, Scott J. Humphrey, and Brian P. Roche are admitted
pro hac vice to practice before this Court for the reason of representing defendant in this action
only.
BY THE COURT:
J.
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HB: #]01829 vI (26KLOl !.DOC)
.-:::)
,---
CARLISLE SYNTEC
INCORPORATED, a
Delaware Corporation,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYL VANIA
v.
CIVIL ACTION - LAW
RONALD D. HEAD,
Defendant
,
NO. 05-6010 CIVIL TERM
ORDER OF COURT
AND NOW, this 20th day of December, 2005, upon consideration of the attached
letter dated December 19,2005, from counsel for Defendant, Justin G. Weber, Esq., the
hearing the Motion for Preliminary or Special Injunction scheduled for December 20,
2005, is hereby cancelled.
COUNSEL are requested to notify the court by motion at such time, if any, as they
wish the hearing rescheduled.
BY THE COURT,
Maria Greco Danaher, Esq.
Dickie, McCarney & Chilcote, .C.
Two PPG Place
Suite 400
Pittsburgh, PA 15222-5402 (d- )) - oS- CL,-'A..4
and
David A. Baric, Esq.
19 West South Street
Carlisle, PA 17013
Attorneys for Plaintiff
-~
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SHERIFF'S RETURN - NOT SERVED
CASE NO: 2005-06010 P
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
.
CARLISLE SYNTEC INCORPORATED
VS
HEAD RONALD D
R. Thomas Kline
Sheriff
who being duly sworn
according to law, says, that he made a diligent search and inquiry for
the within named DEFENDANT
, to wit:
HEAD RONALD D
but was
unable to locate Him in his bailiwick. He therefore returns the
COMPLAINT & NOTICE
NOT SERVED , as to
the within named DEFENDANT
, HEAD RONALD D
2803 SUNSET COURT
GRANTHAM, PA 17027
SERVICE STOPPED PER ATTORNEY'S REQUEST.
Sheriff's Costs:
Docketing
Service
Affidavit
Surcharge
Postage
18.00
31.68
.00
10.00
.37
60.05
So answers: ,,' 0"" ~/
~~~~p~:~~;"
R. Thomas Kline
Sheriff of Cumberland County
OBRIEN BARIC SCHERER
12/19/2005
Sworn and subscribed to before me
this
'"
-<g~
day of/rfl.u~
,)00'/
A.D.
Prothonotary