HomeMy WebLinkAbout06-6114IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
CHRISTIAN HEALTH CARE OF CIVIL ACTION -LAW
MISSOURI, INC., et al.,, //
No. Ql. - lv v 1..??/L(2 L
.
Plaintiffs,
V.
BALANCED CARE CORPORATION, et al.,
PETITION FOR ISSUANCE OF A
SUBPOENA TO TAKE DEPOSITION
Defendants.
BALANCED CARE CORPORATION,
Third-Party Plaintiff,
v.
ALINGTON D. KILGORE,
Filed on Behalf of Plaintiff,
CHRISTIAN HEALTH CARE OF
MISSOURI, INC., et al.
Third-Party Defendant.
Counsel of Record for this Party:
Kristy L. Rizzo, Esquire
Pa. I.D. No. 90046
PEPPER HAMILTON LLP
Firm I.D. No. 143
50th Floor, One Mellon Center
500 Grant Street
Pittsburgh, PA 15219-2502
(412) 454-5000
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
CHRISTIAN HEALTH CARE OF MISSOURI, CIVIL ACTION -LAW
INC., et al.,, No.
Plaintiffs,
V.
BALANCED CARE CORPORATION, et al.,
Defendants.
BALANCED CARE CORPORATION,
Third-Party Plaintiff,
V.
ALINGTON D. KILGORE,
Third-Party Defendant.
PETITION FOR ISSUANCE OF A SUBPOENA TO TAKE DEPOSITION
Petitioner Christian Health Care of Missouri, Inc. ("CHC"), by and through it
undersigned counsel, and pursuant to Pa.R.C.P. 234.1 et seq. and 42 Pa. C.S. § 5326, respectfully
request that this Honorable Court issue a Subpoena to Attend and Testify on the following
grounds:
1. CHC is the plaintiff in a case pending in the Circuit Court of Greene
County, State of Missouri, identified by Cause No. 102CC4884.
2. CHC, by its Missouri counsel, petitioned the Circuit Court of Greene
County, State of Missouri, for a Commission to take the deposition of James Diebold.
3. A Commission was issued on October 20, 2005 by the Circuit Court of
Greene County, State of Missouri, for the taking of this deposition. The original Commission is
attached hereto as Exhibit A.
4. CEC has set the deposition of James Diebold for November 3, 2006, at
10:00 a.m. at the offices of Pepper Hamilton LLP, 200 Keystone Plaza, Harrisburg, Pennsylvania
17108. A true and correct copy of the Notice of Deposition Duces Tecum of James Diebold is
attached hereto as Exhibit B.
5. CHC requests the issuance of a subpoena by this Court to compel the
attendance of the deponent as set forth in said Notice.
6. WHEREFORE, Petitioner prays that this Honorable Court direct the
Prothonotary to issue a Subpoena to Attend and Testify directed to James Diebold.
Dated: October 17, 2006 Respectfully submitted,
Kristy L. Rizzo, Esquire"
Pa. I.D. No. 90046
PEPPER HAMILTON LLP
Firm I.D. No. 143
50'h Floor, One Mellon Center
500 Grant Street
Pittsburgh, PA 15219-2502
(412) 454-5000
Attorney for Plaintiff
Christian Health Care of Missouri, Inc.
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IN THE CIRCUIT COURT OF GREENE,COUNTY
STATE OF MISSOURI
CHRISTIAN HEALTH CARE OF MISSOURI, INC., et al'.,
Plaintiffs,
VS.
BALANCED CARE CORPORATION, et al.,
Defendants.
1005 OCT 20 q 9
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Case No. 10???4
COMMISSION TO TAKE DEPOSITION IN THE STATE OF PENNSYLVANIA
THE STATE OF MISSOURI, to the appropriate judicial authority in the State of
Pennsylvania, GREETING:
WHEREAS, there is an action pending in this, the Circuit Court of Greene County,
Missouri, entitled as above, and this Court is of the opinion that complete justice in the action
cannot be done without the testimony of James Diebold within your jurisdiction, and/or its
employees, agents and designated representatives;
WHEREFORE, it is respectfully requested that, in the interest of justice, you cause James
Diebold to appear, by your usual and proper process and at a time and place to be designated by
you, to answer oral questions under oath and to produce documents pursuant to a properly issued
subpoena duces tecum.
Witness, the Honorable Judge Miles Sweeney of the Circuit Court of Greene County,
Missouri, this day of October, 200
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IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
CHRISTIAN HEALTH CARE OF
MISSOURI, INC., et al.,,
CIVIL ACTION -LAW
No.
Plaintiffs,
V.
BALANCED CARE CORPORATION, et al.,
Defendants.
NOTICE OF DEPOSITION
DUCES TECUM
BALANCED CARE CORPORATION,
Third-Party Plaintiff,
V.
ALINGTON D. KILGORE,
Third-Party Defendant. On Behalf of Plaintiff,
Christian Health Care of Missouri, Inc.
Counsel of Record for this Party:
Kristy L. Rizzo, Esquire
Pa. I.D. No. 90046
PEPPER HAMILTON LLP
Firm I.D. No. 143
50th Floor, One Mellon Center
500 Grant Street
Pittsburgh, PA 15219-2502
(412) 454-5000
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
CHRISTIAN HEALTH CARE OF MISSOURI, CIVIL ACTION -LAW
INC., et al.,,
No.
Plaintiffs,
V.
BALANCED CARE CORPORATION, et al.,
Defendants.
BALANCED CARE CORPORATION,
Third-Party Plaintiff,
V.
ALINGTON D. KILGORE,
Third-Party Defendant.
TO: James Diebold
304 Deanhurst Avenue
Camp Hill, PA 17011
NOTICE OF DEPOSITION DUCES TECUM
PLEASE TAKE NOTICE that counsel for Plaintiff will take the deposition of the
James Diebold, at the offices of Pepper Hamilton LLP, 200 Keystone Plaza, Harrisburg,
Pennsylvania 17108, on Friday, November 3, 2006, at 10:00 a.m. The deposition will be taken
pursuant to the Pennsylvania Rules of Civil Procedure for any and all purposes permitted under
the rules. Opposing counsel are invited to participate in the deposition.
-2-
Pursuant to Pa. R.C.P. 4007. 1 (d)(1), Deponent is directed to bring with him to the
deposition any documents in his possession or control as specified in Exhibit A to this Notice of
Deposition.
Dated: October , 2006 Respectfully submitted,
By:
Kristy L. Rizzo, Esquire
Pa. I.D. No. 90046
PEPPER HAMILTON LLP
Firm I.D. No. 143
50th Floor, One Mellon Center
500 Grant Street
Pittsburgh, PA 15219-2502
(412) 454-5000
Attorney for Plaintiff
Christian Health Care of Missouri, Inc.
-3-
EXHIBIT A
Instructions
You are instructed to respond to these requests with reference to all information in
your possession, custody or control or reasonably available to you. If you contend that any
document which is requested to be identified is protected by the attorney-client privilege, the
work product doctrine or any other basis, then identify each such document in your response by
providing a full privilege log containing the following in sufficient detail to evaluate your claim
of privilege:
a. The date of the document;
b. the author of the document;
c. the addressee of the document;
d. each person who saw or received a copy of the document;
e. the title or label of the document; and
f. the subject matter of the document.
Definitions
1. "Document" shall mean any kind of written, typewritten, printed, recorded (in
whatever form), computer produced or graphic materials, however produced or reproduced,
including, memoranda, letters, e-mails, notes, brochures, communication, drawings, graphs,
charts, photographs, microfilms, microfiches, telegrams, newspaper advertisements or articles,
diaries, questionnaires, commentaries, notebooks, minutes, calendars, analyses, projections,
ledger sheets, accounts, bills, invoices, checks, drafts, money orders, journals, publications,
contracts, records, tape recordings, transcripts of records and recordings, business records, loans,
exhibits, appendices, amendments, addenda, schedules, promissory notes, guaranties, summaries
and/or records of telephone conversations, summaries and/or records of personal conversations,
summaries and/or records of meetings and conferences and summaries and/or records of
negotiations or investigations relating to the subject matter to which these document requests
refer and includes, without limitation, originals, copies (including non-identical copies) and
drafts now in your possession or under your control.
2. "Communication" shall mean any transmission of information, the information
transmitted, and any process by which information is transmitted, and shall include written
communications and oral communications recorded by any means.
3. "Relating" "or "regarding" shall mean pertaining, constituting, reflecting,
evidencing, representing, supporting, contradicting, referring, stating, describing, recording,
noting, embodying, containing, mentioning, studying, analyzing, discussing, evaluating, or being
relevant to.
4. "Yourself' and "your" shall mean James Diebold, and any agents or
representatives acting or purporting to act on your behalf.
5. "WPH" shall mean Wakefield Property Holdings, Inc., and any predecessor or
successor in interest, subsidiary, affiliated or related entity, and its agents, employees,
representatives and all other persons acting or purporting to act on its behalf.
6. "MMC" shall mean Meditrust Corporation, and any predecessor or successor in
interest, subsidiary, affiliated or related entity, and its agents, employees, representatives and all
other persons acting or purporting to act on its behalf.
7. "BCC" shall mean Balanced Care Corporation, and any predecessor or successor
in interest, subsidiary, affiliated or related entity, and its agents, employees, representatives and
all other persons acting or purporting to act on its behalf.
8. "HHP" shall mean Hawthorn Health Properties, Inc., and any predecessor or
successor in interest, subsidiary, affiliated or related entity, and its agents, employees,
representatives and all other persons acting or purporting to act on its behalf.
Document Requests
1. All documents relating to the purchase of the stock of Hawthorn Health
Properties, Inc., including that stock owned by yourself and F. David Carr, by Wakefield
Property Holdings, Inc., and any predecessor or successor in interest, subsidiary, affiliated or
related entity, and its agents, employees, representatives and all other persons acting or
purporting to act on its behalf.
2. All documents relating to any remuneration to be received by J. Gray Beverly,
and all agents, employees, entities, representatives and all other persons acting or purporting to
act on his behalf, for services rendered pursuant to the purchase of the stock of Hawthorn Health
Properties, Inc., including that stock owned by yourself and F. David Carr, by Wakefield
Property Holdings, Inc., and any predecessor or successor in interest, subsidiary, affiliated or
related entity, and its agents, employees, representatives and all other persons acting or
purporting to act on its behalf.
3. All documents relating to any remuneration to be received by Wakefield Property
Holdings, Inc., and any predecessor or successor in interest, subsidiary, affiliated or related
entity, and its agents, employees, representatives and all other persons acting or purporting to act
on its behalf, for services rendered pursuant to the purchase of the stock of Hawthorn Health
Properties, Inc., including that stock owned by yourself and F. David Carr, by Wakefield
Property Holdings, Inc., and any predecessor or successor in interest, subsidiary, affiliated or
related entity, and its agents, employees, representatives and all other persons acting or
purporting to act on its behalf.
-5-
4. All documents from 1995 to present, relating to WHP.
5. All documents from 1995 to present, relating to MMC.
6. All documents from 1995 to present, relating to BCC.
7. All documents from 1995 to present, relating to HHP.
8. All documents from 1995 to present, relating to F. David Carr, and all agents,
employees, entities, representatives and all other persons acting or purporting to act on his
behalf.
9. Tax returns for yourself from 1995 to present.
-6-
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IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, P?NNSYLVA FIA
CHRISTIAN HEALTH CARE OF MISSOURI, CIVIL ACTION -LAW
INC., et al.,,
No. ?lul,?-
Plaintiffs,
V.
BALANCED CARE CORPORATION, et al.,
Defendants.
BALANCED CARE CORPORATION,
Third-Party Plaintiff,
V.
ALINGTON D. KILGORE,
Third-Party Defendant.
ORDER OF COURT
t?1
AND, NOW, this ?.1 day of O ck lD `g t_%" , 2006, upon consideration of
the annexed Petition for Issuance of Subpoena to Take Deposition and upon motion of the
counsel for Petitioner, it is hereby ORDERED that the Prothonotary of Cumberland County issue
a Subpoena directed to James Diebold, as described more fully in the attached Notice of
Deposition Duces Tecum, directing his attendance at a deposition to be conducted under the
Pennsylvania Rules of Civil Procedure and to be held at the offices of Pepper Hamilton LLP, 200
Keystone Plaza, Harrisburg, Pennsy
0
17108, on November 3, 2006, at 10:00 a.m.
BY THE COURT:
f ? f .M1 F!"'i t"a
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
CHRISTIAN HEALTH CARE OF
MISSOURI, INC., et al.,,
Plaintiffs,
CIVIL ACTION -LAW
No. 06-6114 Civil Term
V.
BALANCED CARE CORPORATION, et al.,
PETITION FOR ISSUANCE OF A
SUBPOENA TO TAKE DEPOSITION
Defendants.
BALANCED CARE CORPORATION,
Third-Party Plaintiff,
V.
ALINGTON D. KILGORE,
Filed on Behalf of Plaintiff,
CHRISTIAN HEALTH CARE OF
MISSOURI, INC., et al.
Third-Party Defendant.
Counsel of Record for this Party:
Kristy L. Rizzo, Esquire
Pa. I.D. No. 90046
PEPPER HAMILTON LLP
Firm I.D. No. 143
50th Floor, One Mellon Center
500 Grant Street
Pittsburgh, PA 15219-2502
(412) 454-5000
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
CHRISTIAN HEALTH CARE OF MISSOURI, CIVIL ACTION -LAW
INC., et al.,,
No. 06-6114 Civil Term
Plaintiffs,
V.
BALANCED CARE CORPORATION, et al.,
Defendants.
BALANCED CARE CORPORATION,
Third-Party Plaintiff,
V.
ALINGTON D. KILGORE,
Third-Party Defendant.
PETITION FOR ISSUANCE OF A SUBPOENA TO TAKE DEPOSITION
Petitioner Christian Health Care of Missouri, Inc. ("CHC"), by and through it
undersigned counsel, and pursuant to Pa.R.C.P. 234.1 et seq. and 42 Pa. C.S. § 5326, respectfully
request that this Honorable Court issue a Subpoena to Attend and Testify on the following
grounds:
1. CHC is the plaintiff in a case pending in the Circuit Court of Greene
County, State of Missouri, identified by Cause No. 102CC4884.
2. CHC, by its Missouri counsel, petitioned the Circuit Court of Greene
County, State of Missouri, for a Commission to take the deposition of Clint Fegan.
3. A Commission was issued on December 5, 2006 by the Circuit Court of
Greene County, State of Missouri, for the taping of this deposition. The original Commission is
attached hereto as Exhibit A.
4. CEC has set the deposition of Clint Fegan for December 27, 2006, at
10:00 a.m. at the offices of Pepper Hamilton LLP, 200 Keystone Plaza, Harrisburg, Pennsylvania
17108. A true and correct copy of the Notice of Deposition Duces Tecum of Clint Fegan is
attached hereto as Exhibit B.
5. CHC requests the issuance of a subpoena by this Court to compel the
attendance of the deponent as set forth in said Notice.
6. WHEREFORE, Petitioner prays that this Honorable Court direct the
Prothonotary to issue a Subpoena to Attend and Testify directed to Clint Fegan.
Dated: December 7, 2006 Respectfully submitted,
U "/- , ? -4')?
Kris L. Rizzo, Esquire
Pa. I.D. No. 90046
PEPPER HAMILTON LLP
Firm I.D. No. 143
501h Floor, One Mellon Center
500 Grant Street
Pittsburgh, PA 15219-2502
(412) 454-5000
Attorney for Plaintiff
Christian Health Care of Missouri, Inc.
Exhibit ?
IN THE CIRCUIT COURT OF GREENE COUNTY
STATE OF MISSOURI
CHRISTIAN HEALTH CARE OF MISSOURI, INC., et al., )
Plaintiffs, )
VS. ) Case No. 102CC4884
BALANCED CARE CORPORATION, et al., )
Defendants. )
COMMISSION TO TAKE DEPOSITION IN THE STATE OF PENNSYLVANIA
THE STATE OF MISSOURI, to the appropriate judicial authority in the State of
Pennsylvania, GREETING:
WHEREAS, there is an action pending in this, the Circuit Court of Greene County,
Missouri, entitled as above, and this Court is of the opinion that complete justice in the action
cannot be done without the testimony of Brad Hollinger and Clint Fegan within your jurisdiction;
WHEREFORE, it is respectfully requested that, in the interest of justice, you cause Brad
Hollinger and Clint Fegan to appear, by your usual and proper process and at a time and place to
be designated by you and the parties, to answer oral questions under oath and to produce
documents pursuant to a properly issued subpoena duces tecum.
C (Vo... t,A11.(*1
Witness, the Hpnorable Judge 1141 Swaney of the Circuit Court of Greene County,
Missouri, this ? day of December, 2006.
GREENE COUNTY CIRCUIT COURT JUDGE
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2321245 AV-1
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IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
CHRISTIAN HEALTH CARE OF
MISSOURI, INC., et al.,,
Plaintiffs,
CIVIL ACTION -LAW
No. 06-6114 Civil Term
V.
BALANCED CARE CORPORATION, et al.,
Defendants.
NOTICE OF DEPOSITION
DUCES TECUM
BALANCED CARE CORPORATION,
Third-Party Plaintiff,
V.
ALINGTON D. KILGORE,
Third-Party Defendant. On Behalf of Plaintiff,
Christian Health Care of Missouri, Inc.
Counsel of Record for this Party:
Kristy L. Rizzo, Esquire
Pa. I.D. No. 90046
PEPPER HAMILTON LLP
Firm I.D. No. 143
50th Floor, One Mellon Center
500 Grant Street
Pittsburgh, PA 15219-2502
(412) 454-5000
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
CHRISTIAN HEALTH CARE OF MISSOURI, CIVIL ACTION -LAW
INC., et al.,,
Plaintiffs,
No. 06-6114 Civil Team
V.
BALANCED CARE CORPORATION, et al.,
Defendants.
BALANCED CARE CORPORATION,
Third-Party Plaintiff,
V.
ALINGTON D. KILGORE,
Third-Party Defendant.
TO: Clint Fegan
2 East Green Street
Camp Hill, PA 17011-6552
NOTICE OF DEPOSITION DICES TECIIM
PLEASE TAKE NOTICE that counsel for Plaintiff will take the deposition of the
Clint Fegan, at the offices of Pepper Hamilton LLP, 200 Keystone Plaza, Harrisburg,
Pennsylvania 17108, on Wednesday, December 27, 2006, at 10:00 a.m. The deposition will be
taken pursuant to the Pennsylvania Rules of Civil Procedure for any and all purposes permitted
under the rules. Opposing counsel are invited to participate in the deposition.
-2-
Pursuant to Pa. R.C.P. 4007. 1 (d)(1), Deponent is directed to bring with him to the
deposition any documents in his possession or control as specified in Exhibit A to this Notice of
Deposition.
Dated: December , 2006 Respectfully submitted,
By:
Kristy L. Rizzo, Esquire
Pa. I.D. No. 90046
PEPPER HAMILTON LLP
Firm I.D. No. 143
50th Floor, One Mellon Center
500 Grant Street
Pittsburgh, PA 15219-2502
(412) 454-5000
Attorney for Plaintiff
Christian Health Care of Missouri, Inc.
-3-
EXHIBIT A
Instructions
You are instructed to respond to these requests with reference to all information in
your possession, custody or control or reasonably available to you. If you contend that any
document which is requested to be identified is protected by the attorney-client privilege, the
work product doctrine or any other basis, then identify each such document in your response by
providing a full privilege log containing the following in sufficient detail to evaluate your claim
of privilege:
a. The date of the document;
b. the author of the document;
c. the addressee of the document;
d. each person who saw or received a copy of the document;
e. the title or label of the document; and
f. the subject matter of the document.
Definitions
1. "Document" shall mean any kind of written, typewritten, printed, recorded (in
whatever form), computer produced or graphic materials, however produced or reproduced,
including, memoranda, letters, e-mails, notes, brochures, communication, drawings, graphs,
charts, photographs, microfilms, microfiches, telegrams, newspaper advertisements or articles,
diaries, questionnaires, commentaries, notebooks, minutes, calendars, analyses, projections,
ledger sheets, accounts, bills, invoices, checks, drafts, money orders, journals, publications,
contracts, records, tape recordings, transcripts of records and recordings, business records, loans,
exhibits, appendices, amendments, addenda, schedules, promissory notes, guaranties, summaries
and/or records of telephone conversations, summaries and/or records of personal conversations,
summaries and/or records of meetings and conferences and summaries and/or records of
negotiations or investigations relating to the subject matter to which these document requests
refer and includes, without limitation, originals, copies (including non-identical copies) and
drafts now in your possession or under your control.
2. "Communication" shall mean any transmission of information, the information
transmitted, and any process by which information is transmitted, and shall include written
communications and oral communications recorded by any means.
3. "Relating" "or "regarding" shall mean pertaining, constituting, reflecting,
evidencing, representing, supporting, contradicting, referring, stating, describing, recording,
noting, embodying, containing, mentioning, studying, analyzing, discussing, evaluating, or being
relevant to.
4. "Yourself' and "your" shall mean James Diebold, and any agents or
representatives acting or purporting to act on your behalf.
5. "WPH" shall mean Wakefield Property Holdings, Inc., and any predecessor or
successor in interest, subsidiary, affiliated or related entity, and its agents, employees,
representatives and all other persons acting or purporting to act on its behalf.
6. "MMC" shall mean Meditrust Corporation, and any predecessor or successor in
interest, subsidiary, affiliated or related entity, and its agents, employees, representatives and all
other persons acting or purporting to act on its behalf.
7. "BCC" shall mean Balanced Care Corporation, and any predecessor or successor
in interest, subsidiary, affiliated or related entity, and its agents, employees, representatives and
all other persons acting or purporting to act on its behalf.
8. "HHP" shall mean Hawthorn Health Properties, Inc., and any predecessor or
successor in interest, subsidiary, affiliated or related entity, and its agents, employees,
representatives and all other persons acting or purporting to act on its behalf.
Document Requests
1. All documents relating to the purchase of the stock of Hawthorn Health
Properties, Inc., by WPH, any predecessor or successor in interest, subsidiary, affiliated or
related entity, and its agents, employees, representatives and all other persons acting or
purporting to act on its behalf.
2. All documents relating to any remuneration to be received by J. Gray Beverly,
and all agents, employees, entities, representatives and all other persons acting or purporting to
act on his behalf, for services rendered pursuant to the purchase of the stock of Hawthorn Health
Properties, Inc.
3. All documents relating to any remuneration to be received by Wakefield Property
Holdings, Inc., and any predecessor or successor in interest, subsidiary, affiliated or related
entity, and its agents, employees, representatives and all other persons acting or purporting to act
on its behalf, for services rendered pursuant to the purchase of the stock of Hawthorn Health
Properties, Inc.
4. All documents from 1995 to present, relating to WHP.
5. All documents from 1995 to present, relating to J. Gray Beverly.
6. All documents from 1995 to present, relating to MMC.
7. All documents from 1995 to present, relating to BCC.
-5-
8. All documents from 1995 to present, relating to HHP.
9. All documents from 1995 to present, relating to Christian Healthcare of Missouri,
Inc., and any predecessor or successor in interest, subsidiary, affiliated or related entity and its
agents, employees, representatives and all other persons acting or purporting to act on its behalf.
10. All documents from 1995 to present, relating to F. David Carr, and all agents,
employees, entities, representatives and all other persons acting or purporting to act on his
behalf.
11. All documents from 1995 to present, relating to James Diebold, and all agents,
employees, entities, representatives and all other persons acting or purporting to act on his
behalf.
12. Tax returns for yourself from 1995 to present.
-6-
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IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
CHRISTIAN HEALTH CARE OF
MISSOURI, INC., et al.,,
Plaintiffs,
CIVIL ACTION -LAW
No. 06-6114 Civil Term
v.
BALANCED CARE CORPORATION, et al.,
PETITION FOR ISSUANCE OF A
SUBPOENA TO TAKE DEPOSITION
Defendants.
BALANCED CARE CORPORATION,
Third-Party Plaintiff,
V.
ALINGTON D. KILGORE,
Filed on Behalf of Plaintiff,
CHRISTIAN HEALTH CARE OF
MISSOURI, INC., et al.
Third-Party Defendant.
Counsel of Record for this Party:
Kristy L. Rizzo, Esquire
Pa. I.D. No. 90046
PEPPER HAMILTON LLP
Firm I.D. No. 143
50th Floor, One Mellon Center
500 Grant Street
Pittsburgh, PA 15219-2502
(412) 454-5000
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
CHRISTIAN HEALTH CARE OF MISSOURI, CIVIL ACTION -LAW
INC., et al.,,
Plaintiffs,
No. 06-6114 Civil Term
V.
BALANCED CARE CORPORATION, et al.,
Defendants.
BALANCED CARE CORPORATION,
Third-Party Plaintiff,
V.
ALINGTON D. KILGORE,
Third-Party Defendant.
PETITION FOR ISSUANCE OF A SUBPOENA TO TAKE DEPOSITION
Petitioner Christian Health Care of Missouri, Inc. ("CHC"), by and through it
undersigned counsel, and pursuant to Pa.R.C.P. 234.1 et seq. and 42 Pa. C.S. § 5326, respectfully
request that this Honorable Court issue a Subpoena to Attend and Testify on the following
grounds:
1. CHC is the plaintiff in a case pending in the Circuit Court of Greene
County, State of Missouri, identified by Cause No. 102CC4884.
2. CHC, by its Missouri counsel, petitioned the Circuit Court of Greene
County, State of Missouri, for a Commission to take the deposition of Brad Hollinger.
3. A Commission was issued on December 5, 2006 by the Circuit Court of
Greene County, State of Missouri, for the taking of this deposition. The original Commission is
attached hereto as Exhibit A.
4. CEC has set the deposition of Brad Hollinger for December 28, 2006, at
10:00 a.m. at the offices of Pepper Hamilton LLP, 200 Keystone Plaza, Harrisburg, Pennsylvania
17108. A true and correct copy of the Notice of Deposition Duces Tecum of Brad Hollinger is
attached hereto as Exhibit B.
5. CHC requests the issuance of a subpoena by this Court to compel the
attendance of the deponent as set forth in said Notice.
6. WHEREFORE, Petitioner prays that this Honorable Court direct the
Prothonotary to issue a Subpoena to Attend and Testify directed to Brad Hollinger.
Dated: December 7, 2006 Respectfully submitted,
d&?X A-'?Co
Kristy L. Rizzo, EsquirecAc
Pa. I.D. No. 90046
PEPPER HAMILTON LLP
Firm I.D. No. 143
50`h Floor, One Mellon Center
500 Grant Street
Pittsburgh, PA 15219-2502
(412) 454-5000
Attorney for Plaintiff
Christian Health Care of Missouri, Inc.
?.X[?iloi t- ?
IN THE CIRCUIT COURT OF GREENE COUNTY
STATE OF MISSOURI
CHRISTIAN HEALTH CARE OF MISSOURI, INC., et al.,
Plaintiffs,
VS.
BALANCED CARE CORPORATION, et al.,
Defendants.
Case No. 102CC4884
COMMISSION TO TAKE DEPOSITION IN THE STATE OF PENNSYLVANIA
THE STATE OF MISSOURI, to the appropriate judicial authority in the State of
Pennsylvania, GREETING:
WHEREAS, there is an action pending in this, the Circuit Court of Greene County,
Missouri, entitled as above, and this Court is of the opinion that complete justice in the action
cannot be done without the testimony of Brad Hollinger and Clint Fegan within your jurisdiction;
WHEREFORE, it is respectfully requested that, in the interest of justice, you cause Brad
Hollinger and Clint Fegan to appear, by your usual and proper process and at a time and place to
be designated by you and the parties, to answer oral questions under oath and to produce
documents pursuant to a properly issued subpoena duces tecum.
ld•k
V-0
Witness, the Honorable Judge Gz woeney of the Circuit Court of Greene County,
Missouri, this 5 day of December, 2006.
GREENE COUNTY CIRCUIT COURT JUD E
23212951\V-1
Y
R, CLERK
GRE UNTYCI CUIT RAT
ia ty C 10- MJ;-"- - 6
phi bi-- $
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
CHRISTIAN HEALTH CARE OF
MISSOURI, INC., et al.,,
Plaintiffs,
CIVIL ACTION -LAW
No. 06-6114 Civil Term
V.
BALANCED CARE CORPORATION, et al.,
Defendants.
NOTICE OF DEPOSITION
DUCES TECUM
BALANCED CARE CORPORATION,
Third-Party Plaintiff,
V.
ALINGTON D. KILGORE,
Third-Party Defendant. On Behalf of Plaintiff,
Christian Health Care of Missouri, Inc.
Counsel of Record for this Party:
Kristy L. Rizzo, Esquire
Pa. I.D. No. 90046
PEPPER HAMILTON LLP
Firm I.D. No. 143
50th Floor, One Mellon Center
500 Grant Street
Pittsburgh, PA 15219-2502
(412) 454-5000
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
CHRISTIAN HEALTH CARE OF MISSOURI, CIVIL ACTION -LAW
INC., et al.,,
No. 06-6114 Civil Term
Plaintiffs,
V.
BALANCED CARE CORPORATION, et al.,
Defendants.
BALANCED CARE CORPORATION,
Third-Party Plaintiff,
V.
ALINGTON D. KILGORE,
Third-Party Defendant.
TO: Brad Hollinger
2850 Ford Farm Road
Mechanicsburg, PA 17055-5987
NOTICE OF DEPOSITION DUCES TECUM
PLEASE TAKE NOTICE that counsel for Plaintiff will take the deposition of the
Brad Hollinger, at the offices of Pepper Hamilton LLP, 200 Keystone Plaza, Harrisburg,
Pennsylvania 17108, on Thursday, December 28, 2006, at 10:00 a.m. The deposition will be
taken pursuant to the Pennsylvania Rules of Civil Procedure for any and all purposes permitted
under the rules. Opposing counsel are invited to participate in the deposition.
-2-
Pursuant to Pa. R.C.P. 4007. 1 (d)(1), Deponent is directed to bring with him to the
deposition any documents in his possession or control as specified in Exhibit A to this Notice of
Deposition.
Dated: December , 2006 Respectfully submitted,
By:
Kristy L. Rizzo, Esquire
Pa. I.D. No. 90046
PEPPER HAMILTON LLP
Firm I.D. No. 143
50th Floor, One Mellon Center
500 Grant Street
Pittsburgh, PA 15219-2502
(412) 454-5000
Attorney for Plaintiff
Christian Health Care of Missouri, Inc.
-3-
EXHIBIT A
Instructions
You are instructed to respond to these requests with reference to all information in
your possession, custody or control or reasonably available to you. If you contend that any
document which is requested to be identified is protected by the attorney-client privilege, the
work product doctrine or any other basis, then identify each such document in your response by
providing a full privilege log containing the following in sufficient detail to evaluate your claim
of privilege:
a. The date of the document;
b. the author of the document;
c. the addressee of the document;
d. each person who saw or received a copy of the document;
e. the title or label of the document; and
f. the subject matter of the document.
Definitions
1. "Document" shall mean any kind of written, typewritten, printed, recorded (in
whatever form), computer produced or graphic materials, however produced or reproduced,
including, memoranda, letters, e-mails, notes, brochures, communication, drawings, graphs,
charts, photographs, microfilms, microfiches, telegrams, newspaper advertisements or articles,
diaries, questionnaires, commentaries, notebooks, minutes, calendars, analyses, projections,
ledger sheets, accounts, bills, invoices, checks, drafts, money orders, journals, publications,
contracts, records, tape recordings, transcripts of records and recordings, business records, loans,
exhibits, appendices, amendments, addenda, schedules, promissory notes, guaranties, summaries
and/or records of telephone conversations, summaries and/or records of personal conversations,
summaries and/or records of meetings and conferences and summaries and/or records of
negotiations or investigations relating to the subject matter to which these document requests
refer and includes, without limitation, originals, copies (including non-identical copies) and
drafts now in your possession or under your control.
2. "Communication" shall mean any transmission of information, the information
transmitted, and any process by which information is transmitted, and shall include written
communications and oral communications recorded by any means.
3. "Relating" "or "regarding" shall mean pertaining, constituting, reflecting,
evidencing, representing, supporting, contradicting, referring, stating, describing, recording,
noting, embodying, containing, mentioning, studying, analyzing, discussing, evaluating, or being
relevant to.
4. "Yourself' and "your" shall mean James Diebold, and any agents or
representatives acting or purporting to act on your behalf.
5. "WPH" shall mean Wakefield Property Holdings, Inc., and any predecessor or
successor in interest, subsidiary, affiliated or related entity, and its agents, employees,
representatives and all other persons acting or purporting to act on its behalf.
6. "MMC" shall mean Meditrust Corporation, and any predecessor or successor in
interest, subsidiary, affiliated or related entity, and its agents, employees, representatives and all
other persons acting or purporting to act on its behalf.
7. "BCC" shall mean Balanced Care Corporation, and any predecessor or successor
in interest, subsidiary, affiliated or related entity, and its agents, employees, representatives and
all other persons acting or purporting to act on its behalf.
8. "HHP" shall mean Hawthorn Health Properties, Inc., and any predecessor or
successor in interest, subsidiary, affiliated or related entity, and its agents, employees,
representatives and all other persons acting or purporting to act on its behalf.
Document Requests
1. All documents relating to the purchase of the stock of Hawthorn Health
Properties, Inc. by WPH, and any predecessor or successor in interest, subsidiary, affiliated or
related entity, and its agents, employees, representatives and all other persons acting or
purporting to act on its behalf.
2. All documents relating to any remuneration to be received by J. Gray Beverly,
and all agents, employees, entities, representatives and all other persons acting or purporting to
act on his behalf, for services rendered pursuant to the purchase of the stock of Hawthorn Health
Properties, Inc.
3. All documents relating to any remuneration to be received by Wakefield Property
Holdings, Inc., and any predecessor or successor in interest, subsidiary, affiliated or related
entity, and its agents, employees, representatives and all other persons acting or purporting to act
on its behalf, for services rendered pursuant to the purchase of the stock of Hawthorn Health
Properties, Inc.
4. All documents from 1995 to present, relating to WHP.
5. All documents from 1995 to present, relating to J. Gray Beverly
6. All documents from 1995 to present, relating to MMC.
7. All documents from 1995 to present, relating to BCC.
-5-
8. All documents from 1995 to present, relating to HHP.
9. All documents from 1995 to present, relating to Christian Healthcare of Missouri,
Inc., and any predecessor or successor in interest, subsidiary, affiliated or related entity, and its
agents, employees, representatives and all other persons acting or purporting to act on its behalf.
10. All documents from 1995 to present, relating to F. David Carr, and all agents,
employees, entities, representatives and all other persons acting or purporting to act on his
behalf.
11. All documents from 1995 to present, relating to James Diebold, and all agents,
employees, entities, representatives and all other persons acting or purporting to act on his
behalf.
12. Tax returns for yourself from 1995 to present.
-6-
ra ?
_.a
03 L, 1
DEC 1 1 ZUU6?>
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
CHRISTIAN HEALTH CARE OF MISSOURI,
INC., et al.,,
CIVIL ACTION -LAW
No. 06-6114 Civil Term
Plaintiffs,
V.
BALANCED CARE CORPORATION, et al.,
Defendants.
BALANCED CARE CORPORATION,
Third-Party Plaintiff,
V.
ALINGTON D. KILGORE,
Third-Party Defendant.
ORDER OF COURT
AND, NOW, this 3 day of 0 e.c.evnber , 2006, upon consideration of
the annexed Petition for Issuance of Subpoena to Take Deposition and upon motion of the
counsel for Petitioner, it is hereby ORDERED that the Prothonotary of Cumberland County issue
a Subpoena directed to Clint Fegan, as described more fully in the attached Notice of Deposition
Duces Tecum, directing his attendance at a deposition to be conducted under the Pennsylvania
Rules of Civil Procedure and to be held at the offices of Pepper Hamilton LLP, 200 Keystone
Plaza, Harrisburg, Pennsylvania 17108, on December 27, 2006, at 10:00 a.m.
BY THE COURT:
? J.
ao
C S :C tlld C 1330 9001
t ^=t
-"Hi JO
DEC 11 MV
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
CHRISTIAN HEALTH CARE OF MISSOURI,
INC., et al.,,
CIVIL ACTION -LAW
No. o60- &t1'-{ 0;"V t
Plaintiffs,
V.
BALANCED CARE CORPORATION, et al.,
Defendants.
BALANCED CARE CORPORATION,
Third-Party Plaintiff,
V.
ALINGTON D. KILGORE,
Third-Party Defendant.
ORDER OF COURT
tk
AND, NOW, this 1$ day of D P_LeW?b GC, 2006, upon consideration of
the annexed Petition for Issuance of Subpoena to Take Deposition and upon motion of the
counsel for Petitioner, it is hereby ORDERED that the Prothonotary of Cumberland County issue
a Subpoena directed to Brad Hollinger, as described more fully in the attached Notice of
Deposition Duces Tecum, directing his attendance. at a deposition to be conducted under the
Pennsylvania Rules of Civil Procedure and to be held at the offices of Pepper Hamilton LLP, 200
Keystone Plaza, Harrisburg, Pennsylvania 17108, on December 28, 2006, at 10:00 a.m.
BY THE COURT:
wz, _
CS :C IVIJ £ 1 330 90OZ
AUVI,
HARTMAN UNDERHILL & BRUBAKER LLP
Mark E. Lovett, Esquire
Attorney I.D. No. 41071
221 East Chestnut Street
Lancaster, PA 17602-2782
(717) 299-7254 Fax: (717) 299-3160
91R'll No. 06-6191;j
YQ/
1`
Attorneys for Defendant
CHRISTIAN HEALTH CARE IN THE COURT OF COMMON PLEAS OF
OF MISSOURI, INC., et al., CUMBERLAND COUNTY, PENNSYLVANIA
Plaintiffs
V.
BALANCED CARE
CORPORATION, et al.
Defendants
: NO. 06-6114 CIVIL TERM
BALANCED CARE
CORPORATION,
Third-Party Plaintiff,
V.
ALINGTON D. KILGORE,
Third-Parry Defendant
SECOND PETITION OF PLAINTIFF CHRISTIAN
HEALTH CARE OF MISSOURI, INC., FOR ISSUANCE OF SUBPOENA
TO TAKE THE VIDEOTAPE DEPOSITION OF JAMES DIEBOLD
1. Petitioner Christian Health Care of Missouri, Inc. (CHC), is the Plaintiff in
a case pending in the Circuit Court of Greene County, State of Missouri (Cause Number
102CC4884).
2. By Commission issued on October 20, 2005 by the Circuit Court of Greene
County, State of Missouri, CHC was granted permission to take the deposition of James
00502416.1
No. 06-6114 Civil Term
Diebold. A copy of the original Commission is attached to and made a part of this
Second Petition as Exhibit A.
3. Previously, a Petition for Issuance of a Subpoena to Mr. Diebold was filed
by CHC on October 17, 2006. The original Commission was attached to the First Petition
as Exhibit A. Pursuant thereto, on October 27, 2006, the Honorable M. L. Ebert ordered
that the Prothonotary of Cumberland County issue a subpoena directed to James Diebold
as described in the Notice of Deposition Duces Tecum for a deposition to be held on
November 3, 2006. A copy of Judge Ebert's Order is attached to and made a part of this
Second Petition as Exhibit B.
4. After the first Subpoena was served, the parties agreed that Mr. Diebold
would provide documents to the parties for study and review prior to the deposition
taking place. Since that time, the parties have been engaged in other aspects of the case,
but are now ready to take Mr. Diebold's deposition.
5. On information and belief, CHC's prior local counsel, Kristy L. Rizzo, is no
longer practicing in the Commonwealth. CHC has asked present counsel to enter his
appearance, a copy of which is attached to and made a part of this Petition as Exhibit C,
and which has been filed of record.
6. Pursuant to the aforementioned Commission of the Courts of Missouri,
CHC requests that this Court issue a subpoena to compel the attendance of the deponent
00502416.1
No. 06-6114 Civil Term
Duces Tecum, copies of which are attached to and made a part of this Petition as Exhibit
D.
WHEREFORE, Petitioner requests that this Honorable Court direct the
Prothonotary to issue a subpoena to attend and testify directed to James Diebold.
Respectfully submitted,
HARTMAN UNDERHILL & BRUBAKER LLP
Dated: January 24, 2008 By:
Mark E. Lovett, Esquire
Attorney I.D. No. 41071
Attorneys for Plaintiff,
Christian Health Care of Missouri, Inc.
00502416.1 -3-
IN THE CIRCUIT COURT OF GREENEOUNTY
STATE OF MISSOURI
FILEG
CHRISTIAN HEALTH CARE OF MISSOURI, INC., et al:, j$ OCT 20 A 4
Plaintiffs, ) 'MICHAEL A. CARS .
CIRCUIT?FFRR??
vs. ) Case No. I %4
BALANCED CARE CORPORATION, et al., )
Defendants. )
.COIViMISSION TO TAKE DEPOSITION IN THE STATE OF PENNSYLVANIA
THE STATE OF MISSOURI, to the appropriate judicial authority in the State of
Pennsylvania, GREETING:
'WHEREAS, there is an action pending in this, the Circuit Court of Greene County,
Missouri, entitled as above, and this Court is of the opinion that= complete justice in the action
cannot be . done without the testimony of James Diebold within your jurisdiction, and/or its
employees, agents and designated representatives;
WHEREFORE, it is respectfully requested that, in the interest of justice, you cause James
Diebold to appear, by your usual and proper process and at a time and place to be designated by
you, to answer oral questions under oath and to produce documents pursuant to a properly issued
subpoena duces tecum.
Witness, the Honorable Judge Miles Sweeney of the Circuit Court of Greene County,
Missouri, this day of October, 2005
r,E T IFIED COPY
MICHAEL A. LARRY CLERK
GR UNITY CIRCUIT COURT
BY
D 4-
pate
Or T 2 0 ?nnr
IN DM COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PE YLVAI?C"
hill
CHRISTIAN HEALTH CARE OF MISSOURI,
INC., et al.,,
Plaintiffs,
V.
BALANCED CARE CORPORATION, et al.,
Defendants.
BALANCED CARE CORPORATION,
Third Party Plaintiff,
V.
ALIN4TON D. KILGORE,
Third-Party Defendant.
CIVIL ACTION -LAW
No.
ORDER OF COURT
AND, NOW, this 2%w of 2006, upon consideration of
the annexed Petition for Issuance of Subpoena to Take Deposition and upon motion of the
counsel for Petitioner, it is hereby ORDERED that the Prothonotary of Cumberland County issue
a Subpoena directed to James Diebold, as described more fully in the attached Notice of
Deposition Duces Tecam, directing his attendance at a deposition to be conducted under the
Pennsylvania Rules of Civil Procedure and to be held at the offices of Pepper Hamilton LLP, 200
Keystone Plaza, Harrisburg, Pennsylvania 17108, on November 3, 2006, at 10:00 a.m.
BY THE COURT:
i Tirtt?r r,y boo
y
No. 06-6114 6'''''I%
G„ .
HARTMAN UNDERHILL & BRUBAKER LLP
Mark E. Lovett, Esquire
Attorney I.D. No. 41071
221 East Chestnut Street
Lancaster, PA 17602-2782
(717) 299-7254 Fax: (717) 299-3160
Attorneys for Defendant
CHRISTIAN HEALTH CARE
OF MISSOURI, INC., et al.,
Plaintiffs
V.
BALANCED CARE
CORPORATION, et al.
Defendants
BALANCED CARE
CORPORATION,
Third-Party Plaintiff,
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 06-6114 CIVIL TERM
V.
ALINGTON D. KILGORE,
Third-Party Defendant :
TO THE PROTHONOTARY:
ENTRY OF APPEARANCE
Please enter my appearance on behalf of Plaintiff Christian Health Care of
Missouri, Inc., et al., in the above-captioned matter.
Dated: Z-`l a xt 2cx ,
HARTMAN UNDE & BRUBAKER LLP
By:
Mark E. Lovett, Esqu
Attorney I.D. No. 41071
Attorneys for Plaintiff,
Christian Health Care of Missouri, Inc.
00502532.1
No. 06-6114 Civil Term
CERTIFICATE OF SERVICE
I HEREBY CERTIFY that I am this day serving the foregoing document upon the
persons and in the manner indicated below.
Service by first class mail and addressed as follows:
John R. Gunn, Esquire
The Gunn Law Firm, P.C.
1714 Deer Tracks Trail, Suite 240
St. Louis, MO 63131
Brett Roubal, Esquire
Suite 2-102 Two Corporate Centre
1949 East Sunshine Street
Springfield, MA 65804
Dated: January 24, 2008 By:
00502532.1
TMAN UNDERHILL & BRUBAKER LLP
Mark E. Lovett, E3'tdire
Attorney T.D. No. 41071
Attorneys for Plaintiff,
Christian Health Care of Missouri, Inc.
-2-
Commonwealth of Pennsylvania
County of Cumberland
CHRISTIAN HEALTH CARE
OF MISSOURI, INC., et al.,
Plaintiffs
V.
BALANCED CARE
CORPORATION, et al.,
Defendants
BALANCED CARE
CORPORATION,
Third-Party Plaintiff,
V.
ALINGTON D. KILGORE,
Third-Party Defendant
: IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 06-6114 CIVIL TERM
SUBPOENA TO ATTEND AND TESTIFY
To: James Diebold
304 Deanhurst Avenue
Camp Hill, PA 17011
1. You are ordered by the Court to come to HARTMAN UNDERHILL & BRUBAKER LLP,.
221 East Chestnut Street, Lancaster, Pennsylvania, on Thursday, March 6, 2009 at 10:00 o'clock, A.M.,
to testify on behalf of Plaintiff in the above case, and to remain until excused.
2. And bring with you the following: the documents descnbed in Exhibit A to the attached
Amended Notice of Videotape Deposition Duces Tecum.
If you fail to attend or to produce the documents or things required by this subpoena, you may be
subject to the sanctions authorized by Rule 234.5 of the Pennsylvania Rules of Civil Procedure, including
but not limited to costs, attorney fees and imprisonment.
Requested by: Plaintiff
Attorney: Mark E. Lovett, Esquire
Address: 221 E. Chestnut St., Lancaster, PA_.
Telephone: (717) 299-7254
Identification # 41071
BY THE COURT:
Date:
By. (Name of Prothonotary)
Seal of the Court
Official Note: This form of subpoena shall be used whenever a subpoena is issuable under Rule 234.1, including hearings in connection
with depositions and before arbitrators, masters, commissioners, etc.
To require the production of documents, or tbings in addition to testimony, complete paragraph 2.
00502426.1
No. 06-6114 Civil Term
HARTMAN UNDERHILL & BRUBAKER LLP
Mark E. Lovett, Esquire
Attorney I.D. No. 41071
221 East Chestnut Street
Lancaster, PA 17602-2782
(717) 299-7254 Fax: (717) 299-3160
Attorneys for Defendant
CHRISTIAN HEALTH CARE IN THE COURT OF COMMON PLEAS OF
OF MISSOURI, INC., et al., CUMBERLAND COUNTY, PENNSYLVANIA
Plaintiffs
V.
BALANCED CARE
CORPORATION, et al
Defendants
BALANCED CARE
CORPORATION,
Third-Party Plaintiff,
NO. 06-6114 CIVIL TERM
V.
ALINGTON D. KILGORE,
Third-Party Defendant
PLAINTIFF'S AMENDED NOTICE OF VIDEOTAPE
DEPOSITION DUCES TECUM DIRECTED TO JAMES DIEBOLD
Pursuant to Rule 4017.1 of the Pennsylvania Rules of Civil Procedure, you are
hereby notified that a videotape deposition for discovery and for use at trial has been
scheduled as follows:
Person to be deposed:
James Diebold
304 Deanhurst Avenue
Camp Hill, PA 17011
00502417.1
No. 06-6114 Civil Term
Place: Hartman Underhill & Brubaker LLP
221 East Chestnut Street
Lancaster, PA 17602
Date: Thursday, March 6, 2008
Time: 10:00 a.m.
The deposition shall be videotaped by a representative of Video Images, 155
Wynshire Lane, Red Lion, Pennsylvania 17356
The deposition shall be simultaneously recorded by stenographic means by a
representative of Hughes, Albright, Foltz & Natale Reporting Service. 2080 Linglestown
Road, Harrisburg, Pennsylvania 17110.
Pursuant to Pa. R.C.P. 4008. l(d)(1), the deponent is directed to bring with him to
the deposition any documents in his possession or control as specified in Exhibit A to this
Amended Notice of Videotape Deposition Duces Tecum.
HARTMAN UNDERHILL & BRUBAKER LLP
Dated: By:
Mark E. Lov , quir
Attorney I.D. No. 41071
Attorneys for Plaintiff,
Christian Health Care of Missouri, Inc.
00502417.1
EXHIBIT A
You are instructed to respond to these requests with reference to all information in
your possession, custody or control or reasonably available to you, if you contend that any
document which is requested to be identified is protected by the attorney-client privilege, the
work product doctrine or any other basis, then identify each such document in your response by
providing a full privilege log containing the following in sufficient detail to evaluate your claim
of privilege:
a. The date of the document;
b. the author of the document;
c, the addressee of the document;
d, each person who saw or received a copy of the document;
e, the title or label of the document; and
f. the subject matter of the document.
20,?2as
1, "Document" shall mean any kind of written, typewritten, printed, recorded (in
whatever form), computer produced or graphic materials, however produced or reproduced,
including, memoranda, letters, e-mails, notes, brochures, communication, drawings, graphs,
charts, photographs, microfilms, microfiches, telegrams, newspaper advertisements or articles,
diaries, questionnaires, commentaries, notebooks, minutes, calendws, analyses, projections,
ledger sheets, accounts, bills, invoices, checks, drafts, money orders, journals, publications,
contracts, records, tape recordings, transcripts of records and recordings, business records, loans,
exhibits, appendices, amendments, addenda, schedules, promissory notes, guaranties, summaries
and/or records of telephone conversations, summaries and/or records of personal conversations,
summaries and/or records of meetings and conferences and summaries and/or records of
negotiations or investigations relating to the subject matter to which these document requests
refer and includes, without limitation, originals, copies (including non-identical copies) and
drafts now in your possession or under your control.
2. "Communieadon" shall mean any transmission of information, the information
transmitted, and any process by which information is transmitted, and shall include written
communications and oral communications recorded by any means.
3, "Relating" "or "regarding" shall mean pertaining, constituting, reflecting,
evidencing, representing, supporting, contradicting, referring, stating, describing, recording,
noting, embodying, containing, mentioning, studying, analyzing, discussing, evaluating, or being
relevant to.
4. "Yourself' and "your" shall mean James Diebold, and any agents. or
representatives acting or purporting to act on your behalf.
5. "WPH" shall mean Wakefield Property Holdings, Inc., and any predecessor or
successor in interest, subsidiary, affiliated or related entity, and its agents, employees,
representatives and all other persons acting or purporting to act on its behalf.
b. "MMC" shall mean Meditrust Corporation, and any predecessor or successor in
interest, subsidiary, affiliated or related entity, and its agents, employees, representatives and all
other persons acting or purporting to act on its behalf,
7. "BCC" shall mean Balanced Care Corporation, and any predecessor or successor
in interest, subsidiary, affiliated or related entity, and its agents, employees, representatives and
all other persons acting or purporting to act on its behalf.
8. "HHP" shall mean Hawthorn Health Properties, Inc., and any predecessor or
successor in interest, subsidiary, affiliated or related entity, and its agents, employees,
representatives and all other persons acting or purporting to act on its behalf.
Document Rearrests
1. All documents relating to the purchase of the-stock of Hawthorn Health
Properties, Inc., including that stock owned by yourself and F. David Carr; by Wakefield
Property Holdings, Inc., and any predecessor or successor in interest, subsidiary, affiliated or
related entity, and its agents, einpl ees,-mpresentatives and all other persons acting or
purporting to act on its behalf
2. All documents relating to any remuneration to be received by J. Gray Beverly,
and all agents, employees, entities, representatives and all other persons acting or purporting to
act on his behalf, for services rendered pursuant to the purchase of the stock of Hawthorn Health
Properties, Inc., including that shock owned by yourself and F. David Carr, by Wakefield
Property Holdings, inc., and any predecessor or successor in interest, subsidiary, affiliated or
related entity, and its agents, employees, representatives and all other persons acting or
purporting to act on its behalf.
3. All documents relating to any remuneration to be received by Wakefield Property
Holdings, Inc., and any predecessor or successor in interest, subsidiary, affiliated or related
entity, and its agents, employees, representatives and all other persons acting or purporting to act
on its behalf, for services rendered pursuant to the purchase of the stock of Hawthorn Health
Properties, Inc., including that stock owned by yourself and F. David Carr, by Wakefield
Property Holdings, Inc., and any predecessor or successor in interest, subsidiary, affiliated or
related entity, and its agents, employees, representatives and all other persons acting or
purporting to act on its behalf.
-5-
.
4. All documents from 1995 to present, relating to WHP.
5. All documents from 1995 to present, relating to MMC.
6. All documents from 1995 to present, relating to BCC.
7. All documents from 1995 to present, relating to HHP,
8. All documents from 1995 to present, relating to F. David Carr, and all agents,
employees, entities, representatives and all other persons acting or purporting to act on his
behalf,
9. Tax returns for yourself from 1995 to present.
-6-
No. 06-6114 Civil Term
CERTIFICATE OF SERVICE
I HEREBY CERTIFY that I am this day serving the foregoing document upon the
persons and in the manner indicated below.
Service by first class mail and addressed as follows:
John R. Gunn, Esquire
The Gunn Law Firm, P.C.
1714 Deer Tracks Trail, Suite 240
St. Louis, MO 63131
Brett Roubal, Esquire
Suite 2-102 Two Corporate Centre
1949 East Sunshine Street
Springfield, MA 65804
ARTMAN UNDERHILL & B R LLP
Dated: Z`/' By:
Mark E. Lovett, Esquu
Attorney I.D. No. 41071
Attorneys for Plaintiff,
Christian Health Care of Missouri, Inc.
00502417.1 -3-
No. 06-6114 Civil Term
CERTIFICATE OF SERVICE
I HEREBY CERTIFY that I am this day serving the foregoing document upon the
persons and in the manner indicated below.
Service by first class mail and addressed as follows:
John R. Gunn, Esquire
The Gunn Law Firm, P.C.
1714 Deer Tracks Trail, Suite 240
St. Louis, MO 63131
Brett Roubal, Esquire
Suite 2-102 Two Corporate Centre
1949 East Sunshine Street
Springfield, MA 65804
Dated: January 24, 2008
HARTMAN UNDERHILL &BRUBAKER LLP
By:
Mark E. Lovett, Esquire
Attorney I.D. No. 41071
Attorneys for Plaintiff,
Christian Health Care of Missouri, Inc.
00502416.1 -4-
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HARTMAN UNDERHILL & BRUBAKER LLP
Mark E. Lovett, Esquire
Attorney I.D. No. 41071
221 East Chestnut Street
Lancaster, PA 17602-2782
(717) 299-7254 Fax: (717) 299-3160
ORI No. 06-6114 Civil Term
"Attorneys fort Defendant
CHRISTIAN HEALTH CARE IN THE COURT OF COMMOI PLEAS OF
OF MISSOURI, INC., et al., CUMBERLAND COUNTY, PENNSYLVANIA
Plaintiffs
V.
BALANCED CARE 1
CORPORATION, et al.
Defendants
NO. 06-6114 CIVIL TERM
BALANCED CARE
CORPORATION,
Third-Parry Plaintiff,
V.
ALINGTON D. KILGORE,
Third-Party Defendant
ENTRY OF APPEARANCE
TO THE PROTHONOTARY:
i
Please enter my appearance on behalf of Plaintiff Christian Health Care of
Missouri, Inc., et al., in the above-captioned matter.
HARTMAN UNDERHILL &
Dated: By:
Mark E. Lovett, Esqift
Attorney I.D. No. 41071
LLP
Attorneys for Plaintiff,
Christian Health Care of Missouri, Inc.
00502532.1
.` r 9
No. 06-6114 Civil Term
CERTIFICATE OF SERVICE
i
I HEREBY CERTIFY that I am this day serving the foregoi g document upon the
persons and in the manner indicated below.
Service by first class mail and addressed as follows:
John R. Gunn, Esquire
The Gunn Law Firm, P.C.
1714 Deer Tracks Trail, Suite 240
St. Louis, MO 63131
Brett Roubal, Esquire
Suite 2-102 Two Corporate Centre
1949 East Sunshine Street
Springfield, MA 65804
Dated: January 24, 2008 By:
TMAN UNDERHILL & BRUBAKER LLP
Mark E. Lovett, ,s ire
Attorney I.D. No. 41071
Attorneys for Plaintiff,
Christian Health Care of Missouri, Inc.
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00502532.1 -2-
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No. 06-6114 Civil Term
CHRISTIAN HEALTH CARE
OF MISSOURI, INC., et al.,
Plaintiffs
V.
BALANCED CARE
CORPORATION, et al.,
Defendants
BALANCED CARE
CORPORATION,
Third-Parry Plaintiff,
V.
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, ENNSYLVANIA
I
NO. 06-6114 CIVIL TERM
ALINGTON D. KILGORE,
Third-Parry Defendant
ORDER
AND NOW, this 11 ? day of January, 2008, upon
of the Second
Petition of Christian Health Care of Missouri, Inc., for Issuance of Subpoena to Take the
Videotape Deposition of James Diebold, it is hereby ORDERED that the Prothonotary of
Cumberland County shall issue a Subpoena directed to James Diebold, as described more
fully in the attached Amended Notice of Videotape Deposition D?ces Tecum, directing
his attendance at a deposition to be conducted under the
Procedure, to be held at the offices of Hartman Underhill &
Chestnut Street, Lancaster, PA 17602, on Thursday, March 6, 2
BY THE COURT:
N\ -'V"' ?_
M..L. EBERT, R
is Rules of Civil
LLP, 221 East
at 10:00 a.m.
00502416.1
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