HomeMy WebLinkAbout01-5260 CivilROSE MARY KOCH
and T. ALLEN KOCH,
her husband,
Plaintiffs
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
Vo
CIVIL ACTION - LAW
GERALD HENDERSON
and RUSSELL M. BIBLE,:
Defendants
NO. 01-5260 CIVIL TERM
IN RE: DEFENDANTS' PRELIMINARY
OBJECTION TO PLAINTIFFS' COMPLAINT
BEFORE HOFFER, P.J., HESS and OLER, JJ.
OPINION and ORDER OF COURT
OLER, J., February 28, 2003.
For disposition in this negligence action arising out of an automobile
accident is Defendants' Preliminary Objection to Plaintiffs' Complaint. The
preliminary objection seeks dismissal of the complaint based on Plaintiffs' failure
to pursue service in accordance with Lamp v. Heyman~ and its progeny.
The matter was argued on January 8, 2003. For the reasons stated in this
opinion, Defendants' preliminary objection will be denied.
STATEMENT OF FACTS
On September 10, 1999, Plaintiff Rose Mary Koch was allegedly injured in
a two-vehicle accident due to the careless operation of an automobile driven by
Defendant Russell M. Bible and negligently entrusted to him by Defendant Gerald
Henderson; Plaintiff T. Allen Koch allegedly suffered a loss of consortium as a
result of her injuries.2
~ 469 Pa. 465, 366 A.2d 882 (1976) (adopting rule that praecipe for writ of summons remains
effective, for purposes of commencing action, only if plaintiff refrains from course of conduct
serving to stall legal machinery).
: Plaintiffs' Complaint, filed Mar. 27, 2002.
Plaintiffs filed a praecipe for writ of summons in this case against
Defendants on September 6, 2001,3 thus protecting, at least temporarily, the two-
year statute of limitations.4 The address provided by Plaintiffs for each Defendant
on the praecipe for writ of summons was 392 Dairy Lane, Palmyra, PA 17078.5
This was the correct address for each Defendant.6
The filing of Plaintiffs' praecipe for writ of summons was accompanied by
checks from their counsel to the prothonotary in the amount of $45.50 for the
filing fee and to the sheriff in the amount of $150.00 to cover costs of service of
the writ of summons on Defendants.7 The cover letter to the prothonotary from
the office of Plaintiffs' counsel directed that the applicable check and two copies
of the writ of summons be transmitted to the sheriff, and requested that service be
made upon Defendants by the sheriff,a
Palmyra Borough is a municipality situated entirely in Lebanon County.9
Unfortunately for Plaintiffs, as it developed, not all Palmyra post office addresses
are in Lebanon.l° Upon receipt, on September 7, 2001,~ of the writ of summons,
the Cumberland County Sheriff' s office consulted a reference book utilized for the
~ Plaintiffs' Praecipe for Writ of Summons, filed Sept. 6, 2001.
4 See Act of July 9, 1976, P.L. 586, §2, as amended, 42 Pa. C.S. §5524(2) (2002).
5 Plaintiffs' Praecipe for Writ of Summons, filed Sept. 6, 2001.
6 Deposition of Linda Witmer, filed Dec. 23, 2002, ex. 2.
7Id. ex. 3.
8Id. ex. 2.
9
E.g., Pennsylvania Spatial Data Access System, Pennsylvania Atlas (showing, on map produced
in conjunction with agencies of the Commonwealth of Pennsylvania, that Palmyra Borough lies
within Lebanon County), http://gisl.pasda.psu.edu/Website/PA Atlas/(last visited February 13,
2003); see also Pa. R.E. 201 (providing that the court may take judicial notice of a fact "capable
of accurate and ready determination by resort to sources whose accuracy cannot reasonably be
questioned").
l0 Deposition of Linda Witmer, filed Dec. 23, 2002, at 10-11.
~ Deposition of Doris Goodhart, filed Dec. 3, 2002, at 5.
2
purpose of determining the counties in which municipalities are located, and
ascertained that Palmyra was in Lebanon County. ~2
Accordingly, the Cumberland County Sheriff deputized the Lebanon
County Sheriff to serve Defendants with the writ of summons. ~3 A "Not Found"
return of service, dated September 24, 2001, was thereafter returned by the
Lebanon County Sheriff to the Cumberland County Sheriff. ~4 A note contained on
the return by the Lebanon County deputy sheriff who attempted service stated that
"the Defendants reside outside of this bailiwick, most likely living in Dauphin
County, PA.''~5
The note did not add the critical information that this was because the
Palmyra address of Defendants was a Dauphin County address.~6 In retrospect, a
staff assistant with the Cumberland County Sheriff's Office observed:
[M]ost of [the] problem [in this case] lies with [this] Lebanon
County return, because the ... return, in my opinion, doesn't
stipulate that that address is not in Lebanon County. It just
says they're not in Lebanon County .... ~7
In any event, the Cumberland County Sheriff filed the sheriff's return on
September 25, 2001,~8 and remitted to Plaintiffs' counsel a balance of $44.32 on
the $150.00 deposit for service.~9 According to the secretary for Plaintiffs'
counsel, the remittance to her office was not accompanied by a copy of the return,
~:Id. at 15.
~3 Id. at 5; id. exs. 1-2.
~4Id. ex. 3.
~S ld'
~6 Id'
~7Id. at 14.
~8 Defendants' Preliminary Objection to Plaintiffs' Complaint, filed Apr. 15, 2002, para. 3;
Plaintiffs' Answer to Defendant's Preliminary Objection to Plaintiffs' Complaint, filed Apr. 26,
2002, para. 3.
19 Deposition of Linda Witmer, filed Dec. 23, 2002, at 7; Deposition of Doris Goodhart, filed
Dec. 3, 2002, ex. 4.
3
and she assumed (reasonably in the court's view) from the amount of the deposit
consumed that service had been effected.2°
On March 6, 2002, counsel for Defendants filed his appearance in the
case,2~ and, by praecipe dated March 15, 2002, Defendants' counsel ruled
Plaintiffs to file a complaint.22 Plaintiffs' complaint was filed on March 27,
2002.23
Defendants filed the preliminary objection sub judice to Plaintiffs'
complaint on April 15, 2002.24 The preliminary objection requested that the court
"terminate Plaintiffs' action on account of the passage of the statute of limitations
without appropriate service upon Defendants.'25 The basis of the preliminary
objection is indicated in Defendants' statement of the question presented:
Should service be stricken and the case be dismissed where
Plaintiffs failed to effectuate service of the Writ of Summons,
failed to immediately and continually reissue the Writ of
Summons until service was made, and in fact, did not serve
original process until in excess of nine (9) months after the
running of the applicable statute of limitations?26
Plaintiffs filed an answer in opposition to the preliminary objection on
April 26, 2002.27
20 Deposition of Linda Witmer, filed Dec. 23, 2002, at 6-7, 12-13.
2~ Defendants' Praecipe To Enter Appearance, filed Mar. 6, 2002.
22 Defendants' Praecipe To Issue Rule To File Complaint, filed Mar. 18, 2002. The rule was
issued by the prothonotary on March 18, 2002.
It appears that this action on the part of Defendants does not waive the issue presented herein.
See Keller v. LaBarre, 225 Pa. Super. 504, 311 A.2d 683 (1973).
23 Plaintiffs' Complaint, filed Mar. 27, 2002.
24 Defendants' Preliminary Objection to Plaintiffs' Complaint, filed Apr. 15, 2002.
25 ]d.
26 Brief in Support of Defendants' Preliminary Objection to Plaintiffs' Complaint, dated Jan. 7,
2003, at 3.
27 Plaintiffs' Answer to Defendant's Preliminary Objection to Plaintiffs' Complaint, filed Apr. 26,
2002.
Plaintiffs' answer to the preliminary objections avers, inter alia, with supporting
documentation, that as early as August 17, 2001, Defendants' insurer and Plaintiffs' counsel were
4
With the filing of Defendants' preliminary objection, Plaintiffs were alerted
for the first time to the fact that service might not have been effected.28 The
secretary for Plaintiffs' counsel contacted the Cumberland County Sheriff's
Office, was advised that service had not been made on Defendants, and requested
that copies of the return of service be faxed to her.29
Upon discovering from the faxed return that "the Defendants reside[d]
outside of [Lebanon County], most likely in Dauphin County, PA,''3° she sought
from the Palmyra office of the United States Postal Service, pursuant to the
Freedom of Information Act, forwarding addresses for the Defendants.3~ The
response from the Postal Service, dated April 19, 2002, was that neither Defendant
had moved from the aforesaid Palmyra address.32
The secretary then requested the Cumberland County Sheriff to re-attempt
service,33 utilizing a reinstated complaint.34 This time, when the Cumberland
County Sheriff deputized the Lebanon County Sheriff for purposes of service, the
"Not Found" return of the Lebanon County Sheriff contained the following note,
making clear that Defendants' Palmyra address was actually in Dauphin County:
engaged in negotiations concerning the case, and that on August 23, 2001, Defendants' insurer
acknowledged in writing its understanding that a praecipe for writ of summons would be filed by
Plaintiffs' counsel "to protect the statute in this matter." Id., Ex. A, B. Defendants' preliminary
objection was listed for argument by Defendants' counsel without an evidentiary record having
been made with regard to these averments. Defendants' Praecipe for Listing Case for Argument,
filed Dec. 3, 2002. Although an argument can be made that Plaintiffs' allegations should be
deemed admitted under Pennsylvania Rule of Civil Procedure 206.7(c), the facts of the present
case are, in the court's view, sufficiently supportive of Plaintiffs' position on the preliminary
objection without reference to these additional averments of Plaintiffs that it is not necessary to
resolve this question in this opinion.
28 Deposition of Linda Witmer, filed Dec. 23, 2002, at 7-8, 12-14.
29 Id. at 8; id. ex. 1.
~°Id. ex. 1.
~ Id. at. 9; id. ex. 2.
~:Id. at 9-10; id. ex. 2.
~Id. at 10.
34 Plaintiffs secured reissuance of the complaint on April 26, 2002. Plaintiffs' Praecipe To
Reinstate Complaint, filed Apr. 26, 2002.
5
*NOTE: [The Lebanon County deputy sheriff attempting
service] checked once again with the Palmyra Post Office, and
was informed that the given ad&ess of 392 Dairy Lane,
Palmyra, is located in Dauphin County. He also checked with
Lebanon County Assessment Office who verified that 392
Dairy Lane, Palmyra, is not in Lebanon County.35
The Cumberland County Sheriff thereupon deputized the Dauphin County
Sheriff for purposes of service36 of a newly-reinstated complaint,37 resulting in an
additional service fee to Plaintiffs.38 Service upon Defendants by the Dauphin
County Sheriff was ultimately effected on May 21, 2002 (Defendant Bible), and
May 28, 2002 (Defendant Henderson).39
DISCUSSION
The early history of the legal issue presented
recounted by Justice, later Chief Justice, Zappala in
Philadelphia, 564 Pa. 388, 768 A.2d 1079 (2001).
Prior to Lamp [v. Heyman, 469 Pa. 465, 366 A.2d 882
(1976)], and before the adoption of the Rules of Civil
Procedure, a rule had developed through case law regarding
actions commenced by issuance of a writ of summons that
allowed the plaintiff to "continue process to keep his cause of
action alive" by reissuing the writ within a period of time
equivalent to the statute of limitations applicable to the cause
of action. The filing of the praecipe within the statute of
limitations commenced the action, and reissuance of the writ
kept the action alive for another "equivalent period," whether
service was made or even attempted. The purpose of the rule
identifying the filing of the praecipe as the commencement of
the action, without regard to when the prothonotary actually
issued the writ or the sheriff served it, was "to free the plaintiff
in this case has been
Witherspoon v. City of
35 Sheriff's Return, filed June 4, 2002.
37 Plaintiffs secured reissuance of the complaint a second time on May 20, 2002.
Praecipe To Reinstate Complaint, filed May 20, 2002.
38 Deposition of Linda Witmer, filed Dec. 23, 2002, at 11.
39 Sheriff's Return, filed June 4, 2002.
Plaintiffs'
6
from the risk that the statute of limitations may bar him if he
acts in time, but someone else fails to act in time."
Lamp represented a first step toward curbing the potential
for abuse inherent in this rule. It had apparently become
common for counsel to file a praecipe for writ of summons but
instruct the prothonotary not to deliver the writ to the sheriff
for service. Acknowledging that this practice was consistent
with the letter of the rule.., but not with its purpose, [the
Pennsylvania Supreme Court] disapproved the practice and
changed the rule prospectively pursuant to [its] supervisory
power. [It] stated that in actions instituted after the date of the
Lamp decision, "a writ of summons shall remain effective to
commence an action only if the plaintiff refrains from a course
of conduct which serves to stall in its tracks the legal
machinery he has just set in motion."
Id at 393-94, 768 A.2d at 1082.
In essence, in Lamp the Pennsylvania Supreme Court "recognized service,
or at least a good faith attempt at service, as a kind of condition subsequent that
must be fulfilled to complete the commencement of the action begun by filing the
praecipe." Id at 396, 768 A.2d at 1083. This principle was applied by the Court
in Ferinacci v. Beaver County Industrial Development Authority, 510 Pa. 589, 511
A.2d 757 (1986), where a four-week lapse by plaintiffs' counsel in instructing and
paying the sheriff for service of a writ of summons was not satisfactorily
explained. Id In approving the trial court's dismissal of plaintiffs' complaint, the
Court in Ferinacci stated that, "[i]n each case, where noncompliance with Lamp is
alleged, the court must determine in its sound discretion whether a good-faith
effort to effectuate notice was made." Id at 594, 511 A.2d at 759 (emphasis
added).
The principle was again applied in FFitherspoon, where service in a case
commenced by praecipe for writ of summons was not effected until about nine
months after the statute of limitations had run, due to deficiencies in the
performance of plaintiff's private process server. 564 Pa. at 390-91, 768 A.2d at
7
1080. In concluding that the trial court's action in striking service was a proper
exercise of discretion, Justice, later Chief Justice, Zappala stated:
[T]he general intent of [Lamp and its progeny] is to allow a
plaintiff to commence an action by filing a praecipe even at the
very last moment before the limitation period expires and not
be penalized because the "official" follow-up activity (issuance
of the writ by the prothonotary, service of the writ by the
sheriff) is not also completed within the limitation period.
[The cases] establish that any failure regarding follow-up
activity that is attributable to the plaintiff or his agents, rather
than public officials, falls outside this purpose.
Id at 396, 768 A.2d at 1083.
Although the proposition that the "equivalent period" doctrine should be
replaced with a requirement that "process . . . be immediately and continually
reissued until service is made" in cases of the present type was also a subject of
discussion in Witherspoon, it does not appear that this proposition commanded a
majority of the Court. Id at 398-407, 768 at 1084-89.
In the instant case, the elements of bad faith on the part of a plaintiff's
counsel or another person acting as plaintiff's agent that have caused courts
effectively to terminate actions commenced by praecipe for writ of summons due
to subsequent delays in service are not present. Plaintiffs' counsel did not, as in
Lamp, act to stall the legal machinery set in motion, nor did he proceed
unreasonably in light of the unique circumstances in the case, which were
occasioned by official as opposed to private conduct. See Sanders v. State Farm
Mutual Automobile Insurance Co., 424 Pa. Super. 372, 376, 622 A.2d 966, 968
(1993); Gould v. Nazareth Hospital, 354 Pa. Super. 248, 252-53, 511 A.2d 855,
858 (1986). Indeed, in the court's view, this case is less an example of bad faith on
the part of counsel than of the old aphorism that "the problem with the law is not
the law--it's everything else.''4°
40 To the extent that Defendants' position herein depends upon the failure of Plaintiffs to
immediately and continually reissue the writs, it is a contention that is as yet unsupported by the
Pennsylvania Supreme Court. Miller v. Philadelphia Geriatric Center, No. 02-CA-1307, 2002
8
For the foregoing reasons, the following order will be entered:
ORDER OF COURT
AND NOW, this 28th day of February, 2003, after careful consideration of
Defendants' Preliminary Objection to Plaintiffs' Complaint, and for the reasons
stated in the accompanying opinion, the preliminary objection is denied and
Defendants are afforded twenty days from the date of this order within which to
file an answer to the complaint.
BY THE COURT,
John B. Dougherty, Esq.
800 North Second Street
Harrisburg, PA 17102
Attorney for Plaintiffs
C. Roy Weidner, Jr., Esq.
301 Market Street
P.O. Box 109
Lemoyne, PA 17043-0109
Attorney for Defendants
s/ J. Wesley Oler, Jr.
J. Wesley Oler, Jr., J.
WL 1608223 (E.D. Pa. July 15, 2002) (noting that part of lead opinion in Witherspoon stating
that, for a writ of summons to toll the limitations period, "process must be immediately and
continually reissued until service is made," was supported "only... by two justices" and could
not support application of such a rule).
9
10
ROSE MARY KOCH
and T. ALLEN KOCH,
her husband,
Plaintiffs
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
Vo
CIVIL ACTION - LAW
GERALD HENDERSON
and RUSSELL M. BIBLE,:
Defendants
NO. 01-5260 CIVIL TERM
IN RE: DEFENDANTS' PRELIMINARY
OBJECTION TO PLAINTIFFS' COMPLAINT
BEFORE HOFFER, P.J., HESS and OLER, JJ.
ORDER OF COURT
AND NOW, this 28th day of February, 2003, after careful consideration of
Defendants' Preliminary Objection to Plaintiffs' Complaint, and for the reasons
stated in the accompanying opinion, the preliminary objection is denied and
Defendants are afforded twenty days from the date of this order within which to
file an answer to the complaint.
BY THE COURT,
John B. Dougherty, Esq.
800 North Second Street
Harrisburg, PA 17102
Attorney for Plaintiffs
C. Roy Weidner, Jr., Esq.
301 Market Street
P.O. Box 109
Lemoyne, PA 17043-0109
Attorney for Defendants
J. Wesley Oler, Jr., J.
12
DISSENTING OPINION BY JUDGE HESS
I most respectfully disagree with the conclusion reached by my learned
colleagues. As noted in Cintas Corp. v. Lee's Cleaning Services, Inc., 700 A.2d
915 (Pa. 1997):
Service of process is a mechanism by which a court obtains
jurisdiction of a defendant, and therefore, the rules
concerning service of process must be strictly followed ....
Without valid service, a court lacks personal jurisdiction of a
defendant and is powerless to enter judgment against him or
her .... Thus, improper service is not merely a procedural
defect that can be ignored when a defendant subsequently
learns of an action against him or her.
Id at 917-918. Lamp v. Heyman, supra, and its progeny require that the tolling
effect of the statute of limitations will be extended only to plaintiffs who make a
good-faith effort to effectuate service. Otterson v. Jones, 690 A.2d 1166 (Pa.
Super. 1997). I am satisfied that good faith is more than the mere absence of bad
faith.
Our courts have repeatedly held that a demonstration of mistake or
inadvertence does not meet the burden of showing good faith for the purpose of
compliance with Lamp. See Cahill v. Shults, 643 A.2d 121 (Pa. Super. 1994) and
cases cited therein. This rule is not attenuated merely because the court
understands why the mistake was made.
In this case, the Sheriff' s return not only indicated that service had not been
made but suggested the proper county where service "most likely" could be
effected. Where the tolling of the statute of limitations is dependent upon good-
faith attempts at service, such good faith requires, at a minimum, that counsel
examine the Sheriff' s return to determine whether or not service was made. Here,
counsel simply relied on the mistaken conclusion of a member of the firm' s
clerical staff. I would grant the defendants' preliminary objection.