HomeMy WebLinkAbout06-3118
IN THE COURT OF COMMON PLE S
OF CUMBERLAND COUNTY, PENNSY ANIA
IN RE: TERRY OTT, JR., a minor
By Parent and Natural Guardian,
MARTY ANN RODGERS
Docke No. B"<s II Yo..oJ fer/>\..
PETITION FOR LEAVE TO COMPRO ISE
MINOR'S CLAIM
Petitioner, Marty Ann Rodgers, natural guardian of Ter Ott, Jr., by her attorney
Edmund J. Berger, and pursuant to Pennsylvania Rules of Civ I Procedure 2039 and/or
20 Pa.C.S.A. ~~ 5144(10) and 3323 , petitions this Court to en er an order approving
the compromise and settlement of the claim of Terry Ott, Jr., a d in support of the peti-
tion avers as follows:
1. Terry Ott, Jr. is a minor, born on December 29, 1 89 and now 16 Y:. years
of age. Terry Ott, Jr. resides with his mother and natural guar ian, Marty Ann Rodgers,
at 59 West Main Street, Newville, PA 17241.
2. Terry Ott, Jr. was injured on July 6, 2005 while at home exercising with
dumbbell weights manufactured by Bollinger, Inc. when the wel ht broke apart and a
portion of it struck him above the eye on his eyebrow, resulting n a laceration at his
eyebrow.
3. Terry Ott, Jr. sustained a 2.5 em laceration to the ubcutaneous tissue just
above his right eye in the area of his eyebrow. Terry was treat in the emergency
room in Carlisle with dermapond adhesive. Terry also had a arge bump over his eye
for several weeks. A CT Scan was performed and found to b negative. Subsequently,
Terry followed up with his family physician and was seen at H rshey Medical Center by
Donald R. Mackay, M.D., a plastic surgeon. Appendix A. Dr. Mackay noted the lacera-
tion and a small indentation in the area of the scar. However, no further treatment was
considered necessary and Terry's scar has substantially abat at this point in time and
is largely covered by his eyebrow. Further, most of the hair vering his eyebrow has
regrown.
4. The minor has had no treatment for his injuries s nce seeing Dr. MacKay
in October 2005.
5. Medical expenses for treatment of Terry were pa d by medical insurance
and the subrogation claim is currently being ascertained but is believed to be approxi-
mately $270.
6. The manufacture of the dumbbell weight, Bolling r, Inc. has offered Peti-
tioner $20,000 in full settlement of this claim. A copy of the rei ase of claim is attached
as Appendix B.
7. The Petitioner, Marty Ann Rodgers, is satisfied th t the offer of settlement
is just and reasonable and is willing to accept said offer if appr ved by the Court. Peti-
tioner believes that such amount fairly and adequately compen ates Terry Ott, Jr. for
injuries and expenses, including counsel fees and expenses a the medical lien.
8. No legal action was filed in this matter as settlem nt was reached prior to
the filing of any legal action.
-2-
9. Terry Ott, Jr. is represented in this matter by Ed und J. Berger who was
retained by Marty Ann Rodgers, Terry's mother and natural g ardian, on a 40% contin-
gent fee basis, given that this claim was one for products liabi ity. A copy of the fee
agreement is attached as Appendix C. In representing minor, counsel has also incurred
the following expenses to date: $266.10.
10. Petitioner approves the payment of counsel fee as set forth at Appendix
B and legal expenses as set forth in Paragraph Nine above.
11. Petitioner requests that, given that the amount 0 money to be retained by
Terry Ott, Jr. is less than $12,000 and that Terry Ott, Jr. is no over 16 years of age,
the Court should direct that this amount be paid either directly 0 Terry Ott, Jr. or paid
for his benefit to his natural guardian, Marty Ann Rodgers, unti he reaches the age of
18 at which point all remaining amounts should be paid to Te Ott, Jr.. Such disposi-
tion of funds is consistent with the provision of Rule 2039((b) ( ) of the Pennsylvania
Rules of Civil Procedure.
-3-
WHEREFORE, Petitioner respectfully requests this Co rt enter an order approv-
ing (1) the settlement as set forth in the Release (Appendix B , (2) approving the pay-
ment of counsel fees and expenses as set forth in the Contin ent Fee Agreement (Ap-
pendix C), and (3) approving payment of the settlement funds less counsel fees, ex-
penses, and the medical lien, directly to Terry Ott, Jr. or to his mother and natural
guardian, Marty Ann Rodgers for the benefit of Terry Ott, Jr. u til he reaches the age of
18, at which time they should be turned over to Terry Ott, .
Edmund J.
Attorney I.D. #
2104 Market S reet
Camp Hill, PA 7011
-4-
VERIFICATION
I, the Petitioner, Marty Ann Rodgers, parent and natu I guardian of Terry ott,
Jr., a minor, hereby verify that the statements set forth herein re true and correct to the
best of my knowledge, information and belief. I am satisfied at the offer of settlement
referred to in this Petition for my son, Terry Ott's, injuries is ju t and reasonable and I
am willing to accept that offer. I have reviewed the contents 0 the Petition for
Compromise and concur with all the facts and statements. I nderstand that intentional
false statements herein are made subject to the penalties of 1 Pa. C.S. ~904 relating
to unswom falsification to authorities.
Date:S' /30/oG
~
Q~:K~
Marty Ann R gena, as Parent
and Natural uardian of
Terry Otto Jr., Minor
CERTIFICATE OF SERVICE
I hereby certify that I have this day served the ~ regoing document,
Petition for Leave to Compromise Minor's Claim, upon the foil wing persons and
in the manner indicated.
FIRST CLASS MAIL
Mr. Thom Parks
Vice President, Corporate Affairs
Bell Sports
380 Encinal Street
Santa Cruz, CA 95060
Date: May 31, 2006
PENN STATE
I!Sl Milton S. Hershey Medical Center
. College of Medicine
Donald R. Mackay, MD, FACS, FAAP
William P. Graham III Professor of Plastic Surgery
Professor of Surgery & Pediatrics
Chief, Division of Plastic Surgery
Penn State CoUege of Medic
The Milton S. Hershey Medi al Center
Division of Plastic Surgery, 011
500 University Drive,
Hershey. PA 17033
October 24, 2005
Edmund J. Berger
2104 Market Street
Camp Hill, PA 17011
RE: Teny Eugene Ott
MSHMC #: 1008713
DaB: 12/29/89
Dear Mr. Berger,
Thank you very much for asking me to see Teny Otto
Tel: (717) 531-4340
Fax: (717) 531-4339
As you know this fifteen year old man suffered a laceration above his right yebrow when he was lifting a
10 lb. dumbbell on 7/9/05. Apparently the dumbbell either broke or slippe and Mr. Ott suffered this
laceration. He presents to me today for evaluation of this scar.
On examination, Mr. Ott is an otherwise healthy 15 year-old. He has lem. aeeration on the right
eyebrow. He also has a small indentation in this area. The sear is not very bvious. It is still fairly
immature and it is difficult to tell how this is going to mature. We normall wait a year or so before
contemplating any revision. The redness of the scar that is evident now wil definitely improve with time.
Normally I would evaluate this in a year and would be able to give you a m re definite answer but my
impression at this stage is that he is unlikely to benefit from a scar revision.
DRM/jem
CC: Medical Records
Office Files
An Equal Opportunity University
..
FULL
1. Persons Releasing Claims
The persons releasing claims is Terry Eugene Ott, Jr. by h' mother Marty Ann
Rodgers and their attorneys Berger Law Firm, P.C., who execu s this on behalf of
themselves, their heirs, executors, administrators and assigns.
2. Consideration for This Release
This Release is executed in exchange for Twenty Thousand LLARS ($20,000.00).
3. Persons Being Released
The persons being released are Kmart Holding Corporatio , BELL SPORTS, INC.,
and their parents, subsidiaries, affiliates, predecessors, successors, v
contractors, consultants, sellers, officers, directors, employees, agen ,attorneys, insurers, and
anyone who may be liable on the claims described below.
4. Claims Being Released
By this Release, the persons releasing claims hereby release e persons being released,
from any and all actions, claims, damages, or liabilities, of any na whatsoever, known or
unknown, in connection with any incident or incidents occurring on about July 7,2005
involving a Bollinger 101b DumbelI. This Release shall be broadly nstrued to include, but
shall not be limited by including, any and all actions, claims, damage ,or liabilities raised or
which could have been raised in the incident.
This Release shall be broadly construed to extinguish any cl' , demand, action, cause of
action, or liability which the persons releasing claims may now have, own or unknown.
5. Waivers. Representations. Warranties
Marty Ann Rodgers represents and warrants that with the sol exception of the
representations and promises made herein, neither they nor their co el have relied upon
anything said or not said, represented or not represented, done or not one, by the persons being
released. Further, the persons releasing claims represent and warrant t if the facts of this case
....
turn out to be different than presently believed, the persons releasi claims stipulate that this
Release cannot be rescinded or set aside, nor may an action be brou t against the persons being
released for affirmative relief. It is further stipulated that the descri tions of the persons being
released by category are done for the sole purpose of preventing the !persons releasing claims
from bringing any other action, making any other type of claim, or yother type of demand, in
regard to the matters referred to in paragraph 4, herein. The perso releasing claims expressly
assume the risk of any ambiguity from the descriptions, and agree at summary judgment may
be brought and granted on behalf of anyone generally described tho gh not specifically named.
As a further inducement for this compromise, the persons releasing laims specifically waive the
provisions of section 1542 of the California Civil Code, which reads as follows:
"A general release does not extend to claims which the c ditor does not
know or suspect to exist in his favor at the time of execu' g the release,
which ifknown by him must have materially affected his ettlement with
the debtor."
6. Warranty ofOwnershio of Claim
The persons releasing claims warrant that they are the sole 0 ers of the claims, actions,
causes of action, damages, and alleged liabilities, encompassed by . s Release. Out of the
proceeds of this compromise, the persons releasing claims agree to y their own attorneys' fees,
their own costs, and any other person who may have any claim to th settlement proceeds. The
persons releasing claims agree to defend, indemnify, and hold harml ss the persons being
released from any claim, cause of action, action, or liability by any rson with a claim to the
settlement proceeds. The persons releasing claims represent that the are no liens, from any
health care provider, attorney, or anyone else, concerning this matter
7. DisDOsition ofPendiru! Action
The persons releasing claims agree to promptly dismiss with rejudice the entire claim.
8. No Public Dissemination
The persons releasing claims agree that the terms of this settl ment, the operative facts
which gave rise to the complaint, and the content of any information r material provided by
Kmart Holding Corporation and/or BeD Sports, Inc. shall not be released to the media, shall
not be released to any other attorneys or any person not associated .th this case, and shall not
be provided to any publication which publishes settlements, verdic ,or publications which
disseminate litigation-related information.
9. Construction
It is stipulated that the parties cooperated in the drafting and reparation of this Release,
such that it shall be deemed to be their joint work product, and may ot be construed against one
party or another because that party was the sole drafter of a provisio sentence, word, or
punctuation.
11. Modifications and Amendments
The terms of this Release are contractual, and not a mere rec' . This Release shall not
be changed, modified, altered, amended, interlineated, or supplemen d, nor may any covenant,
representation, warranty or other provision hereof be waived, except by agreement in writing
signed by each and all of the parties hereto.
12. Enforceabilitv
The parties hereto stipulate that any dispute arising hereunde shall be decided by binding
arbitration before a retired Superior Court Judge of the State of Calif, rnia in the County of Santa
Cruz, California. Specifically, the parties hereto waive their respecti e rights to trial by jury.
Any dispute arising hereunder shall be decided in accordance with C ifornia law, pursuant to
the California Rules of Evidence and California Code of Civil Proc ure. Furthermore, the
parties hereto agree that this Release shall constitute a written stipula . on for purposes of
enforcement of settlement pursuant to Code of Civil Procedure ~664. ,and that judgment may
be entered in accordance with the terms set forth herein.
The parties hereto agree that this Release shall be construed ording to and governed
by the laws of the State of California.
13. DisDOsition of Settlement Proceeds
The persons releasing claims direct the persons being rei d to prepare one settlement
check in the amount of Twenty Thousand (520,000.00).
They further direct the persons being released to deliver that settlem check to:
Edmund J. Berger
Berger Law Firm, P.C.
2104 Market Street
Camp HiD, PA 17011
The persons releasing claims agree to hold harmless, defend, and in emnify the persons being
released in regard to the ultimate disposition and distribution of the
14. Countemarts and Facsimile Sionatures
This Release may be executed in counterpart, and signatures
transmission shall have the same force and effect as an original si
THIS IS A RELEASE. READ IT CAREFULLY BE
Dated:
Marty Ann Rodgers
Dated:
Berger Law Firm, P.C.
Taxpayer Identification umber (SSN)
.,-. .
-'
Contingent Fee Agreemen~ page I of 4
CONTINGENT FEE AGREEMENT
THIS AGREEMENT, entered into this 5th day of Augu ,2005, by and between
Jr.
BERGER LAW FIRM, P.C. and Terry Eugene Ott, a minor, y Marty Ann Rodgers,
Guardian, hereinafter referred to as "Client."
WIlNESSETH
BERGER LAW FIRM RESPONSIBILITIES
The law firm of BERGER LAW FIRM, P.C., will act as Client's attorney in
negotiating for a settlement, and in bringing a claim against the manufacturer of a
dumbbell weight which injured Terry Ott on July 6, 2005. The anufacturer is believed
to be a Company known as Bollinger/Bell.
CLIENT RESPONSIBILITIES
In return, the Client will meet the following responsibiliti s.
l.
Client will promptly supply accurate inform tion, as requested by
BERGER LAW FIRM, P.C. and cooperate fully, including maid g himself available for
meetings with attorneys and for legal proceedings. Client p omises all information
supplied will be truthful and accurate.
2. Fee ArraDl!ement and Fee-Related Obliszations .
(a) In any claim brought on Client's behalf, to ay to BERGER LAW
FIRM, P.C., for its services an amount equal to (40%) of all fund or property accruing to
I
"
Contingent Fee Agreem~ page 2 of 4
Client as a result of BERGER LAW FIRM, P.C.'S services in securing a settlement of
these claims or as a result of verdict or judgment.
(b) Client agrees not to settle or negotiate e above claim or any
proceedings based thereon.
(c) If Client terminates this Agreement before overy, Client agrees that
BERGER LAW FIRM, P.C., shall be entitled to a fee based u n work done and benefit
conferred.
(d) Client agrees to read and follow BERG R LAW FIRM, P.C.'s
"Instructions to Our Clients."
3. Reimbursem of Costs Associated W' M' Claim In Event of
Recoverv.
Client agrees to reimburse BERGER LAW IRM, P.C., out of any
recovery, in addition to attorneys' fees, all costs and expenses' curred on Client's behalf
in order to make the claim. All such costs and expenses will advanced by BERGER
LAW FIRM, P.C. as they are incurred. Such costs and expe s include, but are not
limited to, filing fees, cost of medical records, copying costs fax costs, long distance
telephone costs, expert witness fees and sheriff's service costs. In the event there is no
recovery, the Client will not be responsible for any costs or inte st charges.
Costs will be repaid to BERGER LAW FIRM, P.C. out of any funds or property
collected either by settlement or judgment.
Client understands that a subrogation claim may be made by workers'
compensation and/or other insurance providers against any am unts recovered by Client
in this proceeding. It is specifically understood by Client at the professional fees
2
.~
Contingent Fee Agreemen~ page 3 of 4
provided for in this agreement and the costs incurred by BERG R LAW FIRM, P.C. are
not amounts recovered by Client for purposes of any subrog . on claim and that only
Client's recovery, after payment of BERGER LAW FIRM'S pr fessional fees and costs,
are subject to subrogation claims.
The Client has read. and understands this Agreement.
Signed on the day and year set forth in the first paragrap of this Agreement.
a~~
CLffiNT:
112
Q~f?~
Approved:
BERGER LAW FIRM, P.C.
By
Client's
or The Fee
I have received a copy of this Contingent Fee Agreemen
L!Jtf
Initials
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IN RE: TERRY OTT, JR., a minor
By Parent and Natural Guardian,
MARTY ANN RODGERS
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
: 11/'(
: 06-42f8 CIVIL TERM
ORDER OF COURT
AND NOW, this ~
day of June, 2006, a hearing on the within
petition for leave to compromise minor's claim shall commence at 9:30 a.m.,
Wednesday, June 28, 2006, in Courtroom Number 2, Cumberland County Courthouse,
Carlisle, Pennsylvania.
--
By the Murt,
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Edgar B. Bayley, J.
Edmund J. Berger, Esquire
For Petitioner 4ft ~ f,-1)1-0t..
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IN RE: TERRY OTT, JR., a minor
By Parent and Natural Guardian,
MARTY ANN RODGERS
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
.3118
06~ CIVIL TERM
AND NOW, this
ORDER OF COURT
ctd-::: day of June, 2006, a hearing on the within
petition for leave to compromise minor's claim shall commence at 1 :30 p.m.,
Wednesday, June 28,2006, in Courtroom Number 2, Cumberland County Courthouse,
Carlisle, Pennsylvania.
Edgar B. Bayley, J.
~mund J. Berger, Esquire
For Petitioner
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IN RE: TERRY OTT, JR., a minor
By Parent and Natural
Guardian,
MARTY ANN RODGERS
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
: 06-3118 CIVIL TERM
ORDER OF COURT
AND NOW, this z.."L.. day of July, 2006, IT IS ORDERED:
(1) Approval of the settlement of this minor's claim for $20,000 for Terry Ott, Jr.,
a minor, born December 29, 1989, IS GRANTED.
(2) From the settlement, a counsel fee of $5,000, IS APPROVED.
(3) From the settlement, a medical lien minus attorney fees and costs in the
amount of $177.66, IS APPROVED.
(4) Costs of $265.50, ARE APPROVED.
(5) The net proceeds of $14,556.84 shall be placed in a federally insured
interest bearing investment at Members 1st Federal Credit Union in Camp Hill, in the
name of Terry Ott, Jr., born Decernber 29, 1989.
(6) The account shall contain the following notation: "NO WITHDRAWAL CAN
BE MADE PRIOR TO TERRY OTT, JR., BORN DECEMBER 29,1989, OBTAINING
HIS MAJORITY EXCEPT BY AN ORDER OF A COURT OF COMPETENT
JURISDICTION."
(8) Marty Ann Rodgers is authorized to sign any release necessary to effectuate
this settlement, and to then settle and satisfy the docket.
(9) Counsel for petitioner, Edmund J. Berger, Esquire, shall file with the
Prothonotary, and forward a copy to this chambers, proof of compliance with this order.
.
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~nd J. Berger, Esquire
For Petitioner
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